USDA_Whitten_Building_Elevators_5_&_6_Modernization_Bridging_Documents_03_23_2018.pdf

Bridging Documents for Elevator Modernization

USDA Headquarters Building 1400 Independence Avenue, SW

Washington DC

Design Build Request for Proposal

Project No.: 2017-EB-3

October 12, 2017

PROPERTY OF THE UNITED STATES GOVERNMENT

COPYING, DISSEMINATING, OR DISTRIBUTING THESE DRAWINGS,

PLANS OR SPECIFICATIONS TO UNAUTHORIZED USERS IS PROHIBITED

Do not remove this notice – Properly destroy documents when no longer needed

BLANK PAGE

TABLE OF CONTENTS

REQUEST FOR PROPOSAL LETTER

PART 1 PROCUREMENT CRITERIA

PROVIDED SEPARATELY BY USDA

PART 2 GENERAL REQUIREMENTS

01 10 00 Summary 01 22 00 Unit Prices 01 25 00 Substitution Procedures 01 26 00 Contract Modification Procedures 01 29 00 Payment Procedures 01 31 00 Project Management and Coordination 01 32 00 Construction Progress Documentation 01 32 33 Photographic Documentation 01 33 00 Submittal Procedures 01 35 16 Alteration Project Procedures 01 35 91 Historic Treatment Procedures 01 36 16 Design After Award 01 40 00 Quality Requirements 01 42 00 References 01 50 00 Temporary Facilities and Controls 01 60 00 Product Requirements 01 73 00 Execution 01 74 19 Construction Waste Management and Disposal 01 77 00 Closeout Procedures 01 78 23 Operation and Maintenance Data 01 78 39 Project Record Documents 01 79 00 Demonstration and Training 01 81 13 Sustainable Design Requirements 01 91 13 General Commissioning Requirements

PART 3 PROJECT PROGRAM

3.1 PROJECT DESCRIPTION

3.1.1 Project Overview

3.1.2 Scope

3.2 PROJECT OBJECTIVES

3.2.1 Facility Function

Bridging Documents for Elevator Modernization USDA Headquarters, Washington DC Task Order: AG-3142-D-17-0126 10/12/2017

3.2.2 Project Specific Priorities

3.2.3 Appropriate Design

3.2.4 Engineering Systems Designs

3.2.5 Special Challenges

3.3 ELEVATOR BANK REQUIREMENTS

3.3.1 Table of Contents

3.3.2 Description

3.3.3 Elevator Location Diagrams

3.3.3.1 Whitten Plan

3.3.3.2 South Building Plan

3.3.3.3 Elevator/Bank Information Matrix

3.3.3.4 Elevator Doors / Frames / Cabs Matrix

3.3.4 Elevator Bank Requirements

3.3.4.1 Whitten Building

3.3.4.2 South Building

PART 4 PERFORMANCE TECHNICAL SPECIFICATIONS

4.1 Table of Contents

A10 Foundations (not used) A20 Basement Construction (not used) B10 Superstructure (not used) B20 Exterior Closure (not used) B30 Roofing (not used) C10 Interior Construction C20 Stairs (not used) C30 Interior Finishes D10 Conveying ........................................................ See Part 5 Prescriptive Specifications…..

D20 Plumbing

D30 HVAC

D40 Fire Protection Systems D50 Electrical E10 Equipment (not used) E20 Furnishings (not used) F10 Special Construction (not used) F20 Selective Building Demolition G10 Site Preparation (not used) G20 Site Improvements (not used) G30 Site Civil/Mechanical Utilities (not used)

Bridging Documents for Elevator Modernization

G40 Site Electrical Utilities (not usetd) Z10 General Performance Technical Specifications

PART 5 PRESCRIPTIVE SPECIFICATIONS

5.1 Table of Contents

05 01 71 Historic Decorative Metal Cleaning 06 03 12 Historic Wood Repair 09 03 94 Historic Treatment of Decorative Painting 14 22 00 Gearless Electric Traction Elevator Modernization 14 22 05 Geared Electric Traction Elevator Modernization 14 24 00 Modernization of Existing Hydraulic Elevators 14 32 50 5-Year Maintenance Specification

PART 6 ATTACHMENTS

6.1 Table of Contents

6.2 DRAWINGS

6.2.1 Existing – Electrical Documents

6.2.2 Proposed – Electrical Documents

6.3 PHOTOGRAPHY

6.3.1 Photo Image Log (10 pgs provided – see DVD for complete set)

6.3.2 Historic Elevator Lobby Hardware

6.3.3 Historic Elevator Cabs

6.3.4 Images – (see DVDs for original images)

6.4 REPORTS

6.4.1 Historic Preservation Report (SBA) – 1997 (10 pages shown, all pages on CD)

6.4.2 Historic Structures Report (HCA) -2017 (10 pages shown, all pages on CD)

6.4.3 Elevators 51-52-53 Conformance Set – 2009

6.4.4 Electrical Reference Plans - 2013

6.5 REFERENCES

6.5.1 Codes, References and Standards

6.5.2 Abbreviations and Acronyms

6.6 FORMS

6.6.1 Bid Form

Bridging Documents for Elevator Modernization

PART 1 PROCUREMENT CRITERIA

PROVIDED SEPARATELY BY USDA

Task Order: AG-3142-D-17-0126 10/12/2107

PART 2 GENERAL REQUIREMENTS

SUMMARY 011000 - 1

SECTION 011000 - SUMMARY

PART 1 - GENERAL

1.1 SUMMARY

A. Section Includes:

1. Project information.

2. Work covered by Contract Documents.

3. Phased construction.

4. Work under separate contracts.

5. Access to site.

6. Coordination with occupants.

7. Work restrictions.

8. Specification and Drawing conventions.

B. Related Requirements:

1. Section 015000 "Temporary Facilities and Controls" for limitations and procedures governing temporary use of Owner's facilities.

1.2 PROJECT INFORMATION

A. Project Identification: Elevator Modernization

1. Project Location: USDA South Building USDA Jamie L. Whitten Building 1400 Independence Avenue, SW Washington DC

B. Owner: United States Department of Agriculture

1. Owner's Representative: Gerardo F. Rivera, CCCA, LEED AP Contract Specialist

USDA- DM/ OPPM/ POD/ AMB-WDC

300 7th Street, S.W., Suite 377 Washington D.C., 20024

1.3 WORK COVERED BY CONTRACT DOCUMENTS

A. The Work of Project is defined by the Contract Documents and consists of the following:

1. The general scope of work is to replace elevator cabs, finishes, machinery for each elevator and upgrade all associated MEP systems. This scope is substantive in that each

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SUMMARY 011000 - 2

of the (51) fifty-one elevator systems include components attributable to housing and operations of a single elevator cab. These components include, at minimum: elevator pit and associated system; the elevator hoistway and associated support structures, cabling and lighting; the elevator car and associated platform, cab, doors and controls; the elevator machine room and associated electrical systems, HVAC systems, elevator motors and controls; fire protection systems and associated detectors, alarms, sprinklers, panels and controls; emergency power and lighting, and other Work indicated in the Contract Documents. The Work includes Commissioning requirements.

Commissioning agent shall be an independent subcontractor working for the owner but paid for by the D/B Contractor.

B. Type of Contract:

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

C. Project Delivery Method: Design/Build

1.4 PHASED CONSTRUCTION

A. The Work shall be conducted in multiple phases, with each phase substantially complete as indicated.

B. Before commencing Work of each phase, submit an updated copy of D/B Contractor's construction schedule showing the sequence, commencement and completion dates, and move-out and -in dates of Owner's personnel for all phases of the Work.

1.5 WORK UNDER SEPARATE 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 or other contracts. Coordinate the Work of this Contract with work performed under separate contracts.

1.6 ACCESS TO SITE

A. General: Contractor shall have limited use of Project site for construction operations as determined by the Contract limits and as indicated by requirements of this Section.

B. Condition of Existing Building: Maintain portions of existing building affected by construction operations in a weathertight condition throughout construction period. Repair damage caused by construction operations.

Bridging Documents for Elevator Modernization USDA Headquarters, Washington DC

SUMMARY 011000 - 3

1.7 COORDINATION WITH OTHERS

A. General Services Administration (GSA): When design submission information is provided to USDA, contractor is to provide duplicates to GSA for a concurrent review / approval process.

Contact / mailing information will be provided at post award Kick Off meeting.

B. Full Owner Occupancy: Owner will occupy site and existing building(s) during entire construction period. Cooperate with Owner during construction operations to minimize conflicts and facilitate Owner usage. Perform the Work so as not to interfere with Owner's day-to-day operations. Maintain existing exits unless otherwise indicated.

1.8 WORK RESTRICTIONS

A. Work Restrictions, General: Comply with restrictions on construction operations.

1. Comply with limitations on use of public streets and with other requirements of authorities having jurisdiction.

B. On-Site Work Hours: Limit work in the existing building to normal business working hours of 6:00 a.m. to 6:00 p.m., Monday through Friday, unless otherwise indicated.

C. Existing Utility Interruptions: Do not interrupt utilities serving facilities occupied by Owner or others unless permitted under the following conditions and then only after providing temporary utility services according to requirements indicated:

1. Notify Owner not less than 5 business days in advance of proposed utility interruptions.

2. Obtain Owner's written permission before proceeding with utility interruptions.

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

E. Restricted Substances: Use of tobacco products and other controlled substances within the existing building and on Project site is not permitted.

1.9 SPECIFICATION AND DRAWING CONVENTIONS

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

2. Specification requirements are to be performed by D/B Contractor unless specifically stated otherwise.

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SUMMARY 011000 - 4

B. Division 01 General Requirements: Requirements of Sections in Division 01 apply to the Work of all Sections in the Specifications.

C. MasterSpec Format is to be used on this Design Build project for specifications development and provided in all design and construction submissions.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION (Not Used)

END OF SECTION 011000

Bridging Documents for Elevator Modernization USDA Headquarters, Washington DC

UNIT PRICES 012200 - 1

SECTION 012200 - UNIT PRICES

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes administrative and procedural requirements for unit prices.

1.2 DEFINITIONS

A. Unit price is an amount incorporated into the Agreement, applicable during the duration of the Work as a price per unit of measurement for materials, equipment, or services, or a portion of the Work, added to or deducted from the Contract Sum by appropriate modification, if the scope of Work or estimated quantities of Work required by the Contract Documents are increased or decreased.

1.3 PROCEDURES

A. Unit prices include all necessary material, plus cost for delivery, installation, insurance, applicable taxes, overhead, and profit.

B. Measurement and Payment: See individual Specification Sections for work that requires establishment of unit prices. Methods of measurement and payment for unit prices are specified in those Sections.

C. Owner reserves the right to reject Contractor's measurement of work-in-place that involves use of established unit prices and to have this work measured, at Owner's expense, by an independent surveyor acceptable to Contractor.

D. List of Unit Prices: A schedule of unit prices is included in Part 3. Specification Sections referenced in the schedule contain requirements for materials described under each unit price.

PART 2 - PRODUCTS (Not Used)

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UNIT PRICES 012200 - 2

PART 3 - EXECUTION

3.1 SCHEDULE OF UNIT PRICES

A. To be determined.

END OF SECTION 012200

Bridging Documents for Elevator Modernization USDA Headquarters, Washington DC

SUBSTITUTION PROCEDURES 012500 - 1

SECTION 012500 - SUBSTITUTION PROCEDURES

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes administrative and procedural requirements for substitutions.

B. Related Requirements:

1. Section 016000 "Product Requirements" for requirements for submitting comparable product submittals for products by listed manufacturers.

1.2 DEFINITIONS

A. Substitutions: Changes in products, materials, equipment, and methods of construction from those required by the Contract Documents and proposed by D/B Contractor.

1. Substitutions for Cause: Changes proposed by D/B Contractor that are required due to changed Project conditions, such as unavailability of product, regulatory changes, or unavailability of required warranty terms.

2. Substitutions for Convenience: Changes proposed by D/B Contractor or Owner that are not required in order to meet other Project requirements but may offer advantage to D/B Contractor or Owner.

1.3 ACTION SUBMITTALS

A. Substitution Requests: Submit three copies of each request for consideration. Identify product or fabrication or installation method to be replaced. Include Specification Section number and title and Drawing numbers and titles.

1. Documentation: Show compliance with requirements for substitutions and the following, as applicable:

a. Statement indicating why specified product or fabrication or installation method cannot be provided, if applicable.

b. Coordination of information, including a list of changes or revisions needed to other parts of the Work and to construction performed by Owner and separate D/B Contractors that will be necessary to accommodate proposed substitution.

c. Detailed comparison of significant qualities of proposed substitutions with those of the Work specified. Include annotated copy of applicable Specification Section.

Significant qualities may include attributes, such as performance, weight, size, durability, visual effect, sustainable design characteristics, warranties, and specific

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SUBSTITUTION PROCEDURES 012500 - 2

features and requirements indicated. Indicate deviations, if any, from the Work specified.

d. Product Data, including drawings and descriptions of products and fabrication and installation procedures.

e. Samples, where applicable or requested.

f. Certificates and qualification data, where applicable or requested.

g. List of similar installations for completed projects, with project names and addresses as well as names and addresses of Owners and owners.

h. Material test reports from a qualified testing agency, indicating and interpreting test results for compliance with requirements indicated.

i. Research reports evidencing compliance with building code in effect for Project, from ICC-ES.

j. Detailed comparison of D/B Contractor's construction schedule using proposed substitutions with products specified for the Work, including effect on the overall Contract Time. If specified product or method of construction cannot be provided within the Contract Time, include letter from manufacturer, on manufacturer's letterhead, stating date of receipt of purchase order, lack of availability, or delays in delivery.

k. Cost information, including a proposal of change, if any, in the Contract Sum.

l. Contractor's certification that proposed substitution complies with requirements in the Contract Documents, except as indicated in substitution request, is compatible with related materials and is appropriate for applications indicated.

m. Contractor's waiver of rights to additional payment or time that may subsequently become necessary because of failure of proposed substitution to produce indicated results.

2. Owner’s Action: If necessary, Owner will request additional information or documentation for evaluation within seven days of receipt of a request for substitution.

Owner will notify D/B Contractor through Construction Manager of acceptance or rejection of proposed substitution within 15days of receipt of request, or seven days of receipt of additional information or documentation, whichever is later.

a. Forms of Acceptance: Change Order, Construction Change Directive, or Owner's Supplemental Instructions for minor changes in the Work.

b. Use product specified if Owner does not issue a decision on use of a proposed substitution within time allocated.

1.4 QUALITY ASSURANCE

A. Compatibility of Substitutions: Investigate and document compatibility of proposed substitution with related products and materials. Engage a qualified testing agency to perform compatibility tests recommended by manufacturers.

Bridging Documents for Elevator Modernization USDA Headquarters, Washington DC

SUBSTITUTION PROCEDURES 012500 - 3

1.5 PROCEDURES

A. Coordination: Revise or adjust affected work as necessary to integrate work of the approved substitutions.

1.6 SUBSTITUTIONS

A. Substitutions for Cause: Submit requests for substitution immediately on discovery of need for change, but not later than 15 days prior to time required for preparation and review of related submittals.

1. Conditions: Owner will consider D/B Contractor's request for substitution when the following conditions are satisfied. If the following conditions are not satisfied, Owner will return requests without action, except to record noncompliance with these requirements:

a. Requested substitution is consistent with the Contract Documents and will produce indicated results.

b. Requested substitution provides sustainable design characteristics that specified product provided for compliance with LEED requirements.

c. Substitution request is fully documented and properly submitted.

d. Requested substitution will not adversely affect D/B Contractor's construction schedule.

e. Requested substitution has received necessary approvals of authorities having jurisdiction.

f. Requested substitution is compatible with other portions of the Work.

g. Requested substitution has been coordinated with other portions of the Work.

h. Requested substitution provides specified warranty.

i. If requested substitution involves more than one D/B Contractor, requested substitution has been coordinated with other portions of the Work, is uniform and consistent, is compatible with other products, and is acceptable to all D/B Contractors involved.

B. Substitutions for Convenience: Not allowed.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION (Not Used)

END OF SECTION 012500

USDA Headquarters, Washington DC Task Order: AG-3142-D-17-0126 10/12/2107 http://www.arcomnet.com/sustainable_design.aspx?topic=115

SUBSTITUTION PROCEDURES 012500 - 4

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CONTRACT MODIFICATION PROCEDURES 012600 - 1

SECTION 012600 - CONTRACT MODIFICATION PROCEDURES

PART 1 - GENERAL

1.1 SUMMARY

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

1.2 MINOR CHANGES IN THE WORK

A. Owner 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.

1.3 PROPOSAL REQUESTS

A. Owner-Initiated Proposal Requests: Owner 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. Work Change Proposal Requests issued by Owner are not instructions either to stop work in progress or to execute the proposed change.

2. Within 20 days, when not otherwise specified, 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 changed conditions require modifications to the Contract, Contractor may initiate a claim by submitting a request for a change to Owner.

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.

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CONTRACT MODIFICATION PROCEDURES 012600 - 2

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.

6. Comply with requirements in Section 012500 "Substitution Procedures" if the proposed change requires substitution of one product or system for product or system specified.

1.4 CHANGE ORDER PROCEDURES

A. On Owner's approval of a Work Change Proposal Request, Owner will issue a Change Order for signatures of Owner and Contractor on AIA Document G701.

1.5 CONSTRUCTION CHANGE DIRECTIVE

A. Construction Change Directive: Owner 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.

1.6 WORK CHANGE DIRECTIVE

A. Work Change Directive: Owner may issue a Work Change Directive on EJCDC Document C-940.

Work Change Directive instructs Contractor to proceed with a change in the Work, for subsequent inclusion in a Change Order.

1. Work 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.

CONTRACT MODIFICATION PROCEDURES 012600 - 3

B. Documentation: Maintain detailed records on a time and material basis of work required by the Work 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)

PART 3 - EXECUTION (Not Used)

END OF SECTION 012600

Bridging Documents for Elevator Modernization USDA Headquarters, Washington DC

CONTRACT MODIFICATION PROCEDURES 012600 - 4

PAYMENT PROCEDURES 012900 - 1

SECTION 012900 - PAYMENT PROCEDURES

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes 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. Coordinate line items in the schedule of values with items required to be indicated as separate activities in Contractor's construction schedule.

2. Submit the schedule of values to Owner 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 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. Arrange schedule of values consistent with format of AIA Document G703.

2. Provide a breakdown of the Contract Sum by Building (Whitten and South) then by

Elevator Bank (1-2, 3, 4, 5-6, 7, 8-9, 11-12-13, etc.) and then in enough detail to facilitate continued evaluation of Applications for Payment and progress reports. Provide multiple line items for principal subcontract amounts in excess of five percent of the Contract Sum.

3. 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.

4. Allowances: Provide a separate line item in the schedule of values for each allowance.

Show line-item value of unit-cost allowances, as a product of the unit cost, multiplied by measured quantity. Use information indicated in the Contract Documents to determine quantities.

5. Overhead Costs: Include total cost and proportionate share of general overhead and profit for each line item.

6. Overhead Costs: Show cost of temporary facilities and other major cost items that are not direct cost of actual work-in-place as separate line items.

7. Closeout Costs. Include separate line items under Contractor and principal subcontracts for Project closeout requirements in an amount totaling five percent of the Contract Sum and subcontract amount.

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PAYMENT PROCEDURES 012900 - 2

8. Schedule of Values Revisions: Revise the schedule of values when Change Orders or Construction Change Directives result in a change in the Contract Sum. Include at least one separate line item for each Change Order and Construction Change Directive.

1.3 APPLICATIONS FOR PAYMENT

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

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.

C. Application for Payment Forms: Use AIA Document G702 and AIA Document G703 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. Owner 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 for work completed following previous Application for Payment, whether or not payment has been received. Include only amounts for work completed at time of Application for Payment.

3. Include amounts of Change Orders and Construction Change Directives issued before last day of construction period covered by application.

E. Transmittal: Submit three signed and notarized original copies of each Application for Payment to Owner by a method ensuring receipt within 24 hours. 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 entities 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 conditional final or full waivers.

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

PAYMENT PROCEDURES 012900 - 3

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 executed waivers of lien on forms acceptable to Owner.

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. Products list (preliminary if not final).

5. Sustainable design action plans, including preliminary project materials cost data.

6. Schedule of unit prices.

7. Submittal schedule (preliminary if not final).

8. List of Contractor's staff assignments.

9. List of Contractor's principal consultants.

10. Copies of building permits.

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

12. Initial progress report.

13. Report of preconstruction conference.

14. Certificates of insurance and insurance policies.

15. Performance and payment bonds.

16. Data needed to acquire Owner's insurance.

H. Application for Payment at Substantial Completion: After Owner issues 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 Certificate(s) of Substantial Completion issued previously for Owner occupancy of designated portions of the Work.

I. Final Payment Application: After completing Project closeout requirements, 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.

5. AIA Document G706A.

6. AIA Document G707.

7. Evidence that claims have been settled.

Bridging Documents for Elevator Modernization USDA Headquarters, Washington DC

PAYMENT PROCEDURES 012900 - 4

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)

PART 3 - EXECUTION (Not Used)

END OF SECTION 012900

Bridging Documents for Elevator Modernization USDA Headquarters, Washington DC

PROJECT MANAGEMENT AND COORDINATION 013100 - 1

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 other Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. 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. RFIs.

4. Digital project management procedures.

5. Project meetings.

B. Related Requirements:

1. Section 017300 "Execution" for procedures for coordinating general installation and field-engineering services, including establishment of benchmarks and control points.

2. Section 019113 "General Commissioning Requirements" for coordinating the Work with Owner's Commissioning Authority.

1.3 DEFINITIONS

A. BIM: Building Information Modeling.

B. RFI: Request for Information. Request from Owner, or D/B Contractor seeking information required by or clarifications 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, telephone number, and email address 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.

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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 to ensure maximum performance and accessibility for required maintenance, service, and repair.

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

B. Administrative Procedures: Coordinate scheduling and timing of required administrative procedures with other construction activities, D/B Contractor 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 D/B 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.

7. Project closeout activities.

8. Startup and adjustment of systems.

1.6 COORDINATION DRAWINGS

A. Coordination Drawings, General: Prepare coordination drawings according to requirements in individual Sections, and additionally where installation is not completely indicated on Shop Drawings, where limited space availability necessitates coordination, or if coordination is required to facilitate integration of products and materials fabricated or installed by more than one entity.

1. Content: Project-specific information, drawn accurately to a scale large enough to indicate and resolve conflicts. Do not base coordination drawings on 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 Drawings. Specifically note dimensions that appear to be in conflict with submitted equipment and minimum clearance requirements. Provide alternative sketches to Owner indicating proposed resolution of such conflicts. Minor dimension changes and difficult installations will not be considered changes to the Contract.

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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 plenums to accommodate layout of light fixtures and other components 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. Slab Edge and Embedded Items: Indicate slab edge locations and sizes and locations of embedded items for metal fabrications, sleeves, anchor bolts, bearing plates, angles, door floor closers, slab depressions for floor finishes, curbs and housekeeping pads, and similar items.

6. Review: Owner will review coordination drawings to confirm that in general the Work is being coordinated, but not for the details of the coordination, which are D/B Contractor's responsibility.

C. Coordination Digital Data Files: Prepare coordination digital data files according to the following requirements:

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

2. File Preparation Format: DWG, Version 2017operating in Microsoft Windows operating system.

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

4. D/B ContractorOwner will furnish D/B Contractor, D/B, D/B Contractor one set of digital data files of Drawings for use in preparing coordination digital data files.

a. Owner makes no representations as to the accuracy or completeness of digital data files as they relate to Drawings.

b. Digital Data Software Program: Drawings are available in DWG format.

c. Contractor shall execute a data licensing agreement in the form of

AIA Document C106.

1.7 REQUEST FOR INFORMATION (RFI)

A. General: Immediately on discovery of the need for additional information, clarification, or interpretation of the Contract Documents, D/B Contractor shall prepare and submit an RFI in the form specified.

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1. Owner will return without response those RFIs submitted to Owner by other entities controlled by D/B Contractor.

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

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

1. Project name.

2. Project number.

3. Date.

4. Name of D/B Contractor.

5. Name of Owner.

6. RFI number, numbered sequentially.

7. RFI subject.

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

9. Drawing number and detail references, as appropriate.

10. Field dimensions and conditions, as appropriate.

11. Contractor's suggested resolution. If D/B Contractor's suggested resolution impacts the

Contract Time or the Contract Sum, D/B Contractor shall state impact in the RFI.

12. Contractor's signature.

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

C. RFI Forms: AIA Document G716 or Software-generated form with substantially the same content as indicated above, acceptable to Owner.

D. Owner's Action: Owner will review each RFI, determine action required, and respond. Allow seven working days for Owner's response for each RFI. RFIs received by Owner after 1:00 p.m.

will be considered as received the following working day.

1. The following D/B Contractor-generated RFIs will be returned without action:

a. Requests for approval of submittals.

b. Requests for approval of substitutions.

c. Requests for approval of D/B Contractor's means and methods.

d. Requests for coordination information already indicated in the Contract

Documents.

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

f. Requests for interpretation of Owner's actions on submittals.

g. Incomplete RFIs or inaccurately prepared RFIs.

2. Owner's action may include a request for additional information, in which case Owner's time for response will date from time of receipt by Owner of additional information.

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3. Owner's action on RFIs that may result in a change to the Contract Time or the Contract Sum may be eligible for D/B Contractor to submit Change Proposal according to Section 012600 "Contract Modification Procedures."

a. If D/B Contractor believes the RFI response warrants change in the Contract Time or the Contract Sum, notify Owner in writing within 10 days of receipt of the RFI response.

E. RFI Log: Prepare, maintain, and submit a tabular log of RFIs organized by the RFI number.

Submit log weekly. Use software log that is part of web-based Project software. Include the following:

1. Project name.

2. Name and address of D/B Contractor.

3. Name and address of Owner.

4. RFI number including RFIs that were returned without action or withdrawn.

5. RFI description.

6. Date the RFI was submitted.

7. Date Owner's response was received.

F. On receipt of Owner's action, update the RFI log and immediately distribute the RFI response to affected parties. Review response and notify Owner within seven days if D/B Contractor disagrees with response.

1.8 DIGITAL PROJECT MANAGEMENT PROCEDURES

A. D/B Contractor Use of Owner's Digital Data Files: Digital data files of Owner's CAD drawings will be provided by Owner for D/B Contractor's use during construction.

1. Digital data files may be used by D/B Contractor in preparing coordination drawings, Shop Drawings, and Project record Drawings.

2. Owner makes no representations as to the accuracy or completeness of digital data files as they relate to Contract Drawings.

3. Digital Drawing Software Program: Contract Drawings are available in DWG format.

4. Contractor shall execute a data licensing agreement in the form of AIA Document C106

Digital Data Licensing Agreement acceptable to Owner.

a. Subcontractors and other parties granted access by D/B Contractor to Owner's digital data files shall execute a data licensing agreement in the form of AIA Document C106.

5. The following digital data files will be furnished:

a. Floor plans.

B. Web-Based Project Software: Provide, administer, and use web-based Project software site for purposes of hosting and managing Project communication and documentation until Final Completion.

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1. Web-based Project software site includes, at a minimum, the following features:

a. Compilation of Project data, including D/B Contractor, subcontractors, Owner, Owner's consultants, Owner, and other entities involved in Project. Include names of individuals and contact information.

b. Access control for each entity for each workflow process, to determine entity's digital rights to create, modify, view, and print documents.

c. Document workflow planning, allowing customization of workflow between project entities.

d. Creation, logging, tracking, and notification for Project communications required in other Specification Sections, including, but not limited to, RFIs, submittals, Minor Changes in the Work, Construction Change Directives, and Change Orders.

e. Track status of each Project communication in real time, and log time and date when responses are provided.

f. Procedures for handling PDFs or similar file formats, allowing markups by each entity. Provide security features to lock markups against changes once submitted.

g. Processing and tracking of payment applications.

h. Processing and tracking of contract modifications.

i. Creating and distributing meeting minutes.

j. Document management for Drawings, Specifications, and coordination drawings, including revision control.

k. Management of construction progress photographs.

l. Mobile device compatibility, including smartphones and tablets.

2. Provide up to seven web-based Project software user licenses for use of Owner and Owner's consultants. Provide eight hours of software training at Owner's office for web-based Project software users.

3. At completion of Project, provide digital archive in format that is readable by common desktop software applications in format acceptable to Owner. Provide data in locked format to prevent further changes.

4. Provide one of the following web-based Project software packages under their current published licensing agreements:

a. Autodesk; Buzzsaw, Constructware.

b. Corecon Technologies, Inc.

c. Meridian Systems; Prolog.

d. Newforma, Inc.

e. Procore Technologies, Inc.

f. Viewpoint, Inc.; Viewpoint for Project Collaboration.

C. PDF Document Preparation: Where PDFs are required to be submitted to Owner, prepare as follows:

1. Assemble complete submittal package into a single indexed file incorporating submittal requirements of a single Specification Section and transmittal form with links enabling navigation to each item.

2. Name file with submittal number or other unique identifier, including revision identifier.

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3. Certifications: Where digitally submitted certificates and certifications are required, provide a digital signature with digital certificate on where indicated.

1.9 PROJECT MEETINGS

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

B. Preconstruction Conference: Schedule and conduct a preconstruction conference before starting construction, at a time convenient to Owner and Owner, but no later than 15 days after execution of the Agreement.

1. Attendees: Authorized representatives of Owner, and their consultants; D/B Contractor and its superintendent; major subcontractors; suppliers; and other concerned parties shall attend the conference. 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. Responsibilities and personnel assignments.

b. Tentative construction schedule.

c. Phasing.

d. Critical work sequencing and long lead items.

e. Designation of key personnel and their duties.

f. Lines of communications.

g. Use of web-based Project software.

h. Procedures for processing field decisions and Change Orders.

i. Procedures for RFIs.

j. Procedures for testing and inspecting.

k. Procedures for processing Applications for Payment.

l. Distribution of the Contract Documents.

m. Submittal procedures.

n. Sustainable design requirements.

o. Preparation of Record Documents.

p. Use of the premises and existing buildings.

q. Work restrictions.

r. Working hours.

s. Owner's occupancy requirements.

t. Responsibility for temporary facilities and controls.

u. Procedures for moisture and mold control.

v. Procedures for disruptions and shutdowns.

w. Construction waste management and recycling.

x. Parking availability.

y. Office, work, and storage areas.

z. Equipment deliveries and priorities.

aa. First aid.

bb. Security.

cc. Progress cleaning.

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3. Minutes: Entity responsible for conducting meeting will record and distribute meeting minutes.

C. Sustainable Design Requirements Coordination Conference: D/BD/B Contractor shall schedule and conduct a sustainable design coordination conference before starting construction, at a time convenient to Owner and D/B Contractor.

1. Attendees: Authorized representatives of Owner, and their consultants; D/B Contractor and its superintendent and sustainable design coordinator; major subcontractors;

suppliers; and other concerned parties shall attend the conference. 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 meeting sustainable design requirements, including the following:

a. Sustainable design Project checklist.

b. General requirements for sustainable design-related procurement and…