OSD HILLCREST ELEMENTARY PV SYSTEM 3 MAR 2026 - VCBO 22785.101

TABLE OF CONTENTS PAGE 1

DIVISION 00 PROCUREMENT AND CONTRACT REQUIREMENTS

DIVISION 01 GENERAL REQUIREMENTS

DIVISION 02 EXISTING CONDITIONS

DIVISIONS 03 - 04

DIVISION 05 METALS

TABLE OF CONTENTS PAGE 2

DIVISION 06 WOOD, PLASTICS, AND COMPOSITES

DIVISIONS 07 THERMAL AND MOISTURE PROTECTION

DIVISIONS 08

DIVISIONS 26 ELECTRICAL

DIVISIONS 27-48

INVITATION TO BID SECTION 00 1116 - PAGE 1

SECTION 00 1116

INVITATION TO BID

PROJECT Hillcrest Elementary School – PV Array

LOCATION Project is located at:

1121 Vitt Drive Ogden, UT 84404

OWNER Ogden School District

TIME AND

PLACE

The Owner will receive bids on xxxx, xxxx at x:xx pm, at the following location:

Ogden School District 1950 Monroe Blvd.

Ogden, Utah 84401

Attention: Ken Crawford, Executive Director of Support Services 801-737-7376

BID DELIVERY Bid shall be delivered to the Owner by the time noted above.

TYPE OF BID Bids shall be on a lump sum basis.

TIME OF

COMPLETION

The Project must be completed by xxxx, xxxx. Consideration will be given to bidders offering earlier times of completion.

Liquidated damages in the amount of $1000 per calendar day will be imposed for each day the work is not Substantially Complete after the agreed Date of Completion.

BIDDING

DOCUMENTS

Bidding documents will be available at x PM, xxxx, 2026. Documents will be available to invited Contractors only.

BONDS

RIGHT TO

REJECT BIDS

A bid bond or other bid security in the amount of five (5) percent of the bid amount is required for this Project. Owner will also require Performance and Payment bonds from successful bidder. Include cost in bid amount.

Owner reserves the right to reject any or all bids, and to waive any irregularities in any bid or in the bidding.

END OF SECTION

SUPPLEMENTARY INSTRUCTIONS TO BIDDERS SECTION 00 2200 - PAGE 1

SECTION 00 2200

SUPPLEMENTARY INSTRUCTIONS TO BIDDERS

A. The Supplementary Instructions to Bidders herein describe, contain changes and additions to Section

00 0100 - AIA A701 Instructions to Bidders. Where any part of the Instructions to Bidders is modified by these Supplementary instructions, the unaltered provisions shall remain in effect.

3.1.5 COPIES

Add the following:

The title or cover sheet to the drawings and the index to the Project Manual contains a list of all documents which comprise a full set of bid documents for this project. Any Contractor, Subcontractor, vendor or any other person participating in or bidding on this project shall be responsible for the information contained in any and all sheets of drawings and all sections of the specifications. If any person, party or entity elects to submit bids for any portion, or all, of this project, that person, party or entity shall be responsible for any and all information contained in these drawings and specifications, including, but not limited to, any subsequent addendums or clarifications that may be issued.

3.3 SUBSTITUTIONS

Amend 3.3.2 to read:

No substitution will be considered prior to receipt of Bids unless written request for approval has been received by the Architect at least 7 days prior to the date for receipt of Bids. Such requests...

3.4 ADDENDA

Amend 3.4.3 to read:

No addenda will be issued later than 48 hours prior to the date for receipt of Bids except an addendum may be issued no later than 24 hours prior to the date for receipt of bids for the purpose of cancellation or postponement of receipt of bids. It is the responsibility of the Bidder to disseminate telephone addendum information to sub-bidders.

4.2 SUBMISSION OF BIDS

Amend 4.3.4 to read:

Unless noted in the Invitation to Bid or Advertisement to Bid, facsimile, oral, telephonic or telegraphic bids are invalid and will not receive consideration.

5.3 ACCEPTANCE OF BID (AWARD)

Amend 5.3.2 to read:

The Owner shall ... to determine the low bidder on the basis of the sum of the Base Bid or on the basis of the sum of the Base Bid and any combined accepted Alternates. Cost of insurance will not be used as the basis of award.

SUPPLEMENTARY INSTRUCTIONS TO BIDDERS SECTION 00 2200 - PAGE 2

7.0 PERFORMANCE BOND AND PAYMENT BOND

Amend 7.2.1 to read:

The Bidder shall deliver the required performance and payment bonds to the Owner within 7 days of Notice of Award. Bonds must be received prior to execution of the Contract.

ELECTRONIC MEDIA AGREEMENT CONSTRUCTION DOCUMENTS SECTION 00 5433 - PAGE 1

SECTION 00 5433

AGREEMENT CONCERNING DRAWING FILES ON ELECTRONIC MEDIA

PART 1 - GENERAL

1.1 AGREEMENT CONCERNING DRAWING FILES ON ELECTRONIC MEDIA

A. The electronic files will be distributed from the Architect to the Construction Manager/General Contractor only once the following form has been signed. It will be the General Contractor’s responsibility to control distribution.

B. Valentiner Crane Brunjes Onyon Architects, L.L.C. (the Architect) does not assume any responsibility for the accuracy of the information contained in these drawing files. Any and all users are aware that differences may exist between the electronic files delivered and the printed hard-copy construction documents. In the event of a conflict between the signed and sealed hard-copy construction documents prepared by the Architect and the electronic files, the signed or sealed hard-copy construction documents shall govern.

C. Any and all users who may obtain these drawings from the Construction Manager/General Contractor under this agreement, including but not limited to, subcontractors, vendors, suppliers etc., agree to indemnify and hold harmless the Architect, its officers, directors, employees and sub-consultants against all damages, liabilities or costs, including reasonable attorneys' fees and defense costs, arising from any changes made by anyone other than the Architect or from any transfer or reuse of the electronic files including data contained in the files without the prior written consent of the Architect.

D. Building Information Model (BIM) drawing files will be made available to the Construction Manager/General Contractor and its subcontractors for the purposes of preparing submittals for their portion of the work only after the “Agreement Concerning Drawing Files on Electronic Media” has been signed by the Construction Manager/General Contractor.

PART 2 - PRODUCTS - Not Used

PART 3 - EXECUTION – Not Used

ELECTRONIC MEDIA AGREEMENT CONSTRUCTION DOCUMENTS SECTION 00 5433 - PAGE 2

AGREEMENT CONCERNING DRAWING FILES ON ELECTRONIC MEDIA

Valentiner Crane Brunjes Onyon Architects, L.L.C. (the Architect) does not assume any responsibility for the accuracy of the information contained in these digital models. Any and all users are aware that differences may exist between the electronic files delivered and the printed hard-copy construction documents. In the event of a conflict between the signed and sealed hard-copy construction documents prepared by the Architect and the electronic files, the signed or sealed hard-copy construction documents shall govern.

Any and all users who may obtain these digital models from the Construction Manager/General Contractor under this agreement, including but not limited to; subcontractors, vendors, suppliers etc., agree to indemnify and hold harmless the Architect, its officers, directors, employees and sub-consultants against all damages, liabilities or costs, including reasonable attorneys’ fees and defense costs, arising from any changes made by anyone other than the Architect or from any transfer or reuse of the electronic files without the prior written consent of the Architect.

Under no circumstances shall delivery of the electronic digital models be deemed a sale by the Architect, and the Architect makes no warranties, either express or implied, of merchantability and fitness for any particular purpose. In no event shall the Architect be liable for any loss of profit or any consequential damages as a result of the use or reuse of the electronic files.

The digital Building Information Models provided will contain information as provided on construction documents. The user shall remove all notes, text, detail cuts and member designations from the electronic file prior to use. If used as submittal documents, submittals will be rejected as non-compliant.

The drawing files provided by VCBO may not be reproduced or distributed to individuals outside the company or collective organization signing this agreement.

LIST OF DRAWINGS:

Project Name: Ogden School District Hillcrest Elementary PV Array VCBO Project # 22785.101

List of Revit Models: Architectural and Electrical.

ACCEPTANCE OF TERMS, CONDITIONS & LIMITATIONS:

Name of Company/Contractor Signature of Company/Contractor Representative Printed Name of Individual Signing

Position/Title Date

This agreement must be signed and returned to VCBO prior to release of any electronic document.

EXEMPTION CERTIFICATE CONSTRUCTION DOCUMENTS SECTION 00 6276.13 - PAGE 1

SECTION 00 6276.13

EXEMPTION CERTIFICATE

PART 1 - GENERAL

1.1 SUMMARY

A. Construction materials purchased by or on behalf of the Ogden School District may be exempt from Utah sales and use taxes. The appropriate Tax Exempt Form must be used by the vendor when purchasing construction materials for District projects. A copy of the Form which has been completed and signed by the District’s Chief Procurement Office or designee will be made available to the successful bidders.

B. Contractors assume all responsibility for correct use of exemption form and for filing all necessary paperwork with the State of Utah, including all costs associated with audits or other reviews required by the State.

GENERAL CONDITIONS CONSTRUCTION DOCUMENTS SECTION 00 7200 - PAGE 1

SECTION 00 7200

GENERAL CONDITIONS

1.1 SUMMARY

A. AIA Document A201 - General Conditions of the Contract for Construction is incorporated by reference. Copies may be obtained from the Architect for the cost of reproduction.

SUPPLEMENTARY GENERAL CONDITIONS CONSTRUCTION DOCUMENTS SECTION 00 7300 - PAGE 1

SECTION 00 7300

SUPPLEMENTARY GENERAL CONDITIONS

A. The Supplementary Conditions herein described, contain changes and additions to Section 00 7000 -

AIA Document A201, 2017 edition, General Conditions of the Contract for Construction. Where any part of the General Conditions is modified by these Supplementary Conditions, the unaltered provi-sions shall remain in effect.

ARTICLE 1 CONTRACT DOCUMENTS

“1.1.1.1 The Invitation to Bid and Bid Proposal Form shall be part of the Contract Documents.”

“1.2.1.2 Where a conflict exists in the Contract Documents, the greater quantity, higher quality, or more restrictive requirement, as determined by the Architect, shall apply.”

"1.5.3 Release of Electronic Media Drawing Files: An agreement titled “Agreement Concern-ing Drawing Files on Electronic Media” must be signed and returned to VCBO Architec-ture prior to release of any documents. A copy of the release is attached at Section 05 433.

ARTICLE 3 CONTRACTOR

Delete original paragraph 3.7.1 and substitute the following:

"3.7.1 The Contractor shall secure and the Owner shall pay for any permits, fees, and inspec-tions required by work included in this Contract. All licensing shall be secured and paid for by Contractor."

"3.8.4 At close-out of Contract, funds remaining in the Contingency Allowance will be credited to the Owner by Change Order."

Modify the following:

3.10.1 Delete in the first sentence "... promptly..." and substitute "... within 24 hours..."

Add at the end of 3.10.1:

"This schedule shall be prepared in accordance with the requirements outlined in Section 01 3300, Submittals (1.3)."

SUPPLEMENTARY GENERAL CONDITIONS CONSTRUCTION DOCUMENTS SECTION 00 7300 - PAGE 2

ARTICLE 5 SUBCONTRACTORS

Modify the following:

5.2.1 Delete in the first sentence "... as soon as practicable..." and substitute "... within 24 hours..."

Delete 5.2.4 and substitute the following:

"5.2.4 The Contractor shall not change a Subcontractor, person or entity previously selected without written notification and approval of the Owner and Architect."

ARTICLE 7 CHANGES IN THE WORK

“7.1.4 Subcontractors shall be limited to 10 percent mark-up for allowed profit and overhead on proposed changes and modifications. CM/GC shall be limited to 10 percent mark-up for allowed profit and overhead on proposed changes and modifications.”

ARTICLE 8 TIME

"8.4 Liquidated Damages

.1 The Contractor and Contractor's Surety shall be liable for and shall pay the Owner the sums hereinafter stipulated as liquidated damages of One Thousand Dollars per Day ($1000.00) for each calendar day of delay beyond the scheduled completion date until Work is substan-tially complete and One Hundred Dollars per day ($100.00) for each calendar day of delay for shop drawings/submittals received beyond 90 days after Notice of Award. Each trade shall complete their respective work within the General Contractor's construction schedule.

.2 Should the Contractor fail to complete the work within the General Contractor's construction schedule included herein, or within such additional time as may have been allowed by exten-sion, there shall be deducted from any moneys due or that may become due the Contractor the sum as stated in the Agreement. Such sum is fixed and agreed upon by the Owner and the Contractor as liquidated damages due the Owner by reason of the inconvenience and added costs of administration, engineering, and supervision resulting from the Contractor's default, and not as a penalty.

.3 Permitting the Contractor to continue and finish the Work or any part of it after the time fixed for its completion, or after the date to which the time for completion may have been extend-ed, shall in no way operate as a waiver on the part of the Owner of any of his rights under the agreement.

.4 Protection of the top of masonry walls shall be provided as indicated in Division 4 Section

“Unit Masonry Assemblies” or a liquidated damage amount of $500.00 per calendar day shall be assessed for each day the top of masonry is not protected."

SUPPLEMENTARY GENERAL CONDITIONS CONSTRUCTION DOCUMENTS SECTION 00 7300 - PAGE 3

ARTICLE 9 PAYMENTS AND COMPLETION

“9.3.1.3 Payments made shall be 95 percent of scheduled values requested by each application for payment. Retainage shall be 5 percent and shall be retained until application for final payment is made at the completion of work. Amounts withheld as retainage will be held in an interest bearing account.”

ARTICLE 11 INSURANCE AND BONDS

"11.1.1.1 Insurance limits are defined in “Invitation to Bid”, prepared by the Contractor.”

“11.1.1.2 The Owner and Architect shall be named as additional insured in the policies required by the Contract Documents.”

ARTICLE 13 MISCELLANEOUS PROVISIONS

"13.6 INDEMNIFICATION

13.6.1 To the fullest extent permitted by law, Contractor shall indemnify, defend, and hold harmless Owner and Architect and their agents, affiliates, and employees from and against all claims, liabilities, damages, losses, and expenses, including but not limited to attorneys' fees, arising out of or resulting from the performance of the work, provided that any such claim, liability, damage, loss or expense (1) is attributable to bodily injury, sickness, disease, or death, or to injury to or destruction of tangible property (other than the Work itself) including the loss of use resulting therefrom (other than the Work itself or Owner's property), and (2) is caused by whole or in part by an negligent act or omission of Contractor, any Subcontractor, anyone directly or indirectly employed by any of them, or anyone for whose acts any of them may be liable, regardless of whether or not it is caused in part by a party indemnified hereunder. Such obligation shall not be construed to negate, abridge, or otherwise reduce any other right or obligation of indemnity which would otherwise exist as to any party or person described in this Paragraph 4.18 or in Article 17 hereof.

SUPPLEMENTARY GENERAL CONDITIONS CONSTRUCTION DOCUMENTS SECTION 00 7300 - PAGE 4

13.6.2 In any and all claims against Owner or Architect or any of their agents or employees by any employee of Contractor, any Subcontractor, anyone directly or indirectly employed by any of them, or anyone for whose acts any of them may be liable, the indemnification obligation under this Paragraph 4.18 shall not be limited in any way by an limitation on the amount or type of damages, compensation, or benefits payable by or for Contractor or any Subcontractor under workers' compensation acts, disability benefit acts, or other employee benefit acts.”

SUMMARY OF WORK CONSTRUCTION DOCUMENTS SECTION 01 1000 – PAGE 1

SECTION 01 1000

SUMMARY OF WORK

1.1 SUMMARY

A. Requirements of Division 00 "Procurement and Contracting Requirements" and Division 01 "General Requirements" apply to every section contained in the Project Manual, and shall govern the execution of Work required by the Contract Documents.

B. Provide everything necessary for and incidental to proper and satisfactory completion of all Work specified and indicated or shown in the Contract Documents.

C. The Project consists of the construction of a turnkey photovoltaic (PV) renewable energy system at Hillcrest Elementary for the Ogden School District.

1.2 PROJECT LOCATION

A. Site of Hillcrest Elementary School is located at 1121 Vitt Drive, Ogden, Utah.

1.3 SEPARATE CONTRACTS

A. The Owner may enter into separate contracts for construction. Each contractor shall be responsible to coordinate efforts with other trade contractors to ensure timely completion of the work.

B. Coordinate the Work of this contract with the work of separate contractors to ensure timely completion of the work.

1.4 CODES

A. Law of place of building governs. Conform to applicable requirements of the latest editions of the International Building Code, International Building Code Standards, International Mechanical Code, International Plumbing Code, National Electrical Code, National Fire Protection Association requirements, local ordinances, and UOSHA requirements applicable to this project, unless a higher standard is called for, without additional cost to the Owner.

B. Comply with CABO/ANSI A117.1, American National Standard, "Accessible and Usable Buildings and Facilities" latest edition which is in force for the project location, for handicapped accessibility.

SUMMARY OF WORK CONSTRUCTION DOCUMENTS SECTION 01 1000 – PAGE 2

1.5 CONTRACTOR USE OF PREMISES

A. General: During the construction period the Contractor shall have use of the premises for construction operations, including:

1. The Contractor's use of the premises is limited only by the Owner's right to perform work or to retain other contractors on portions of the Project.

B. Use of the Site: Limit use of the premises to work in areas indicated. Confine operations to areas within contract limits indicated. Do not disturb portions of the site beyond the areas in which the Work is indicated.

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

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

2. Do not unreasonably encumber the site with materials or equipment. Confine stockpiling of materials and location of storage sheds to the areas indicated. If additional storage is necessary obtain and pay for such storage off-site.

3. Lock automotive type vehicles such as passenger cars and trucks and other types of mechanized and motorized construction equipment, when parked and unattended, so as to prevent unauthorized use. Do not leave such vehicles or equipment unattended with the motor running or the ignition key in place.

1.6 INCIDENTAL WORK

A. Any work, materials or equipment that may reasonably be inferred from the Contract Documents as being required to produce the intended result shall be supplied by the Contractor at no additional cost to the owner whether or not specifically called for in the Contract Documents.

PART 2 - PRODUCTS (NOT USED)

PART 3 - EXECUTION (NOT USED)

DEFINITIONS & STANDARDS CONSTRUCTION DOCUMENTS SECTION 01 1900 – PAGE 1

SECTION 01 1900

DEFINITIONS AND STANDARDS

1.1 SUMMARY

A. Definitions: Basic Contract definitions are included in the General Conditions.

1. Directed: Terms such as "directed", "requested", "authorized", "selected", "approved", "required", and "permitted" mean "directed by the Architect", "requested by the Architect", and similar phrases. However, no implied meaning shall be interpreted to extend the Architect's responsibility into the Contractor's area of construction supervision.

2. Approve: The term "approved," where used in conjunction with the Architect's action on the Contractor's submittals, applications, and requests, is limited to the duties and responsibilities of the Architect as stated in General and Supplementary Conditions. Such approval shall not release the Contractor from responsibility to fulfill Contract requirements unless otherwise provided in the Contract Documents.

3. Furnish: The term "furnish" is used to mean "supply and deliver to the Project site, ready for unloading, unpacking, assembly, installation, and similar operations."

4. Install: The term "install" is used to describe operations at project site including the actual "unloading, unpacking, assembly, erection, placing, anchoring, applying, working to dimension, finishing, curing, protecting, cleaning, and similar operations."

5. Provide: The term "provide" means "to furnish and install, complete and ready for the intended use."

6. Protect: Except as otherwise defined in greater detail, the term “protect” is used to describe the process of shielding from harm existing fixtures, elements or materials.

B. Specification Format and Conventions:

1. Specification Format: The Specifications are organized into Divisions and

Sections using the 50-division format and CSI/CSC’s “MasterFormat” numbering system.

a. Section Identification: The Specifications use section numbers and titles to help cross-referencing in the Contract Documents. Sections in the Project Manual are in numeric sequence; however, the sequence is incomplete. Consult the table of contents at the beginning of the Project Manual to determine numbers and names of sections in the Contract Documents.

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

a. 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.

b. 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.

DEFINITIONS & STANDARDS CONSTRUCTION DOCUMENTS SECTION 01 1900 – PAGE 2

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

C. Drawing Symbols:

1. Graphic symbols: Where not otherwise noted, symbols are defined by

"Architectural Graphic Standards", published by John Wiley & Sons, Inc., latest edition.

a. Mechanical/Electrical Drawings: Graphic symbols used on mechanical and electrical Drawings are generally aligned with symbols recommended by ASHRAE. Where appropriate, they are supplemented by more specific symbols recommended by technical associations including ASME, ASPE, IEEE, and similar organizations. Refer instances of uncertainty to the Architect for clarification before proceeding.

D. Industry Standards:

1. Applicability of Standards: Except where the Contract Documents include more stringent requirements, applicable construction industry standards have the same force and effect as if bound or copied directly into the Contract Documents.

Such standards are made a part of the Contract Documents by reference.

Individual Sections indicate which codes and standards the Contractor must keep available at the Project Site for reference.

2. Publication Dates: Where the date of issue of a referenced standard is not specified, comply with the standard in effect as of date of Contract Documents.

3. Conflicting Requirements: Where compliance with two or more standards is specified, and they establish different or conflicting requirements for minimum quantities or quality levels, the most stringent requirement will be enforced, unless the Contract Documents indicate otherwise. Refer requirements that are different, but apparently equal, and uncertainties as to which quality level is more stringent to the Architect for a decision before proceeding.

4. Copies of Standards: Each entity engaged in construction on the Project is required to be familiar with industry standards applicable to that entity's construction activity. Copies of applicable standards are not bound with the Contract Documents.

a. Where copies of standards are needed for performance of a required construction activity, the Contractor shall obtain copies directly from the publication source.

b. Although copies of standards needed for enforcement of requirements also may, be included as part of required submittals, the Architect reserves the right to require the Contractor to submit additional copies as necessary for enforcement of requirements.

E. Abbreviations and Names: Trade association names and titles of general standards are frequently abbreviated. Where such acronyms or abbreviations are used in the Specifications or other Contract Documents, they mean the recognized name of the trade association, standards generating organization, authority having jurisdiction, or other entity applicable to the context of the text provision.

CONTRACT MODIFICATION PROCEDURES CONSTRUCTION DOCUMENTS SECTION 01 2600 – PAGE 1

SECTION 01 2600

CONTRACT MODIFICATION PROCEDURES

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and other Division 1 Specification Sections, apply to this Section.

1.2 SUMMARY

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

B. Related Sections include the following:

1. Section 01 6000 "Product Requirements" for administrative procedures for handling requests for substitutions made after Contract award.

1.3 MINOR CHANGES IN THE WORK

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

1.4 PROPOSAL REQUESTS

A. Owner-Initiated Proposal Requests: Architect will issue a detailed description of proposed changes in the Work that may require adjustment to the Contract Sum or the Contract Time. If necessary, the description will include supplemental or revised Drawings and Specifications.

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

2. Within 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 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.

CONTRACT MODIFICATION PROCEDURES CONSTRUCTION DOCUMENTS SECTION 01 2600 – PAGE 2

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 the Architect.

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 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.

5. Comply with requirements in Division 1 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.

1.5 CHANGE ORDER PROCEDURES

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

1.6 CONSTRUCTION CHANGE DIRECTIVE

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

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

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

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

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

PART 2 - PRODUCTS (NOT USED)

PAYMENT PROCEDURES CONSTRUCTION DOCUMENTS SECTION 01 2900 – PAGE 1

SECTION 01 2900

PAYMENT PROCEDURES

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and other Division 1 Specification Sections, apply to this Section.

1.2 SUMMARY

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

B. Related Sections include the following:

1. Section 01 2600 "Contract Modification Procedures" for administrative procedures for handling changes to the Contract.

1.3 DEFINITIONS

A. Schedule of Values: A statement furnished by Contractor allocating portions of the Contract Sum to various portions of the Work and used as the basis for reviewing Contractor's Applications for Payment.

1.4 SCHEDULE OF VALUES

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

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

2. Application for Payment forms with Continuation Sheets.

3. Submittals Schedule.

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

5. Sub-schedules: Where the Work is separated into phases requiring separately phased payments, provide sub-schedules showing values correlated with each phase of 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 Architect.

c. Architect's project number.

d. Contractor's name and address.

e. Date of submittal.

PAYMENT PROCEDURES CONSTRUCTION DOCUMENTS SECTION 01 2900 – PAGE 2

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

a. Related Specification Section or Division.

b. Description of the Work.

c. Name of subcontractor.

d. Name of manufacturer or fabricator.

e. Name of supplier.

f. Change Orders (numbers) that affect value.

g. Dollar value.

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

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.

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.

a. Differentiate between items stored on-site and items stored off-site.

Include evidence of insurance or bonded warehousing if required.

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.

1.5 APPLICATIONS FOR PAYMENT

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

1. Initial Application for Payment, Application for Payment at time of Substantial

Completion, and final Application for Payment involve additional requirements.

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

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

PAYMENT PROCEDURES CONSTRUCTION DOCUMENTS SECTION 01 2900 – PAGE 3

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

1. Entries shall match data on the Schedule of Values and Contractor's

Construction Schedule. Use updated schedules if revisions were made.

2. Include amounts of Change Orders 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 Architect 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 liens from subcontractors, sub-subcontractors, and suppliers for construction period covered by the previous application.

1. Submit partial waivers on each item for amount requested, before deduction for retainage, on each item.

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

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

4. Waiver Delays: Submit each Application for Payment with Contractor's waiver of mechanic's lien for construction period covered by the application.

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

5. Waiver Forms: Submit waivers of lien on forms, executed in a manner 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.

5. Schedule of unit prices.

6. Submittals Schedule (preliminary if not final).

7. List of Contractor's staff assignments.

8. List of Contractor's principal consultants.

9. Copies of building permits.

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

11. Initial progress report.

12. Report of preconstruction conference.

13. Certificates of insurance and insurance policies.

14. Performance and payment bonds.

15. Data needed to acquire Owner's insurance.

16. Initial settlement survey and damage report if required.

PAYMENT PROCEDURES CONSTRUCTION DOCUMENTS SECTION 01 2900 – PAGE 4

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.

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)

PROJECT MANAGEMENT & COORDINATION CONSTRUCTION DOCUMENTS SECTION 01 3100 – PAGE 1

SECTION 01 3100

PROJECT MANAGEMENT AND COORDINATION

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and other Division 1 Specification Sections, apply to this Section.

1.2 SUMMARY

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

1. General project coordination procedures.

2. Conservation.

3. Coordination Drawings.

4. Administrative and supervisory personnel.

5. Project meetings.

B. Each contractor shall participate in coordination requirements. Certain areas of responsibility will be assigned to a specific contractor.

C. Related Sections: The following Sections contain requirements that relate to this Section:

1. Section 01 7300 "Execution Requirements" for procedures for coordinating general installation and field-engineering services, including establishment of benchmarks and control points.

2. Section 01 3300 "Submittals" for procedures for coordinating electronic submittals.

3. Section 01 7700 "Closeout Procedures" for coordinating Contract closeout.

1.3 COORDINATION

A. Coordination: Coordinate construction operations included in various 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.

B. Memoranda: If necessary, 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.

PROJECT MANAGEMENT & COORDINATION CONSTRUCTION DOCUMENTS SECTION 01 3100 – PAGE 2

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.

7. Project closeout activities.

D. Administrative Software Requirements: The General Contractor shall submit all project related information (i.e. Submittals, RFI's, ASI's, Addenda, Construction documents, Project logs, Field reports, and Meeting minutes) using the Architect's File Transfer Site.

Architect will provide access information to the General Contractor at the pre-construction meeting or as appropriate to the schedule of the project.

1. The General Contractor shall employ a PDF review software system such as

Blue Beam (www.bluebeam.com) or another similar system for producing, formatting, and marking-up project related documents. The General Contractor shall review all the documents and add their stamp and comments directly to the PDF prior to posting for the Design team to review.

2. General Contractor shall provide to the Architect and Owner, an electronic archive of all data at the end of the project via DVD(s) for final project records.

E. Contractor is to keep a printed record of all Construction Documents including all clarifications, RFI's and approved changes to the Contract on site.

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

1. Salvage materials and equipment involved in performance of, but not actually incorporated into, the Work.

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. Indicate relationship of components shown on separate Shop Drawings.

2. Indicate required installation sequences.

3. Refer to Division 23 Section "Basic Mechanical Materials and Methods" and

Division 26 Section "Basic Electrical Materials and Methods" for specific Coordination Drawing requirements for mechanical and electrical installations.

B. Staff Names: Within 5 business days of starting construction operations, submit a list of principal staff assignments, including superintendent and other personnel in attendance at Project site. Identify individuals and their duties and responsibilities; list addresses and telephone numbers, including home and office telephone numbers. Provide names, addresses, and telephone numbers of individuals assigned as standbys in the absence of individuals assigned to Project.

1. Post copies of list in Project meeting room, in temporary field office, and by each temporary telephone.

PROJECT MANAGEMENT & COORDINATION CONSTRUCTION DOCUMENTS SECTION 01 3100 – PAGE 3

C. Submittal Log: See section 'Submittal Procedures' for electronic delivery and record keeping.

1.5 ADMINISTRATIVE AND SUPERVISORY PERSONNEL

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

1. Include special personnel required for coordination of operations with other contractors.

2. The General Contractor shall have a superintendent on the project whenever

Sub-contractors are working on the project.

1.6 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 3 days of the meeting.

B. Preconstruction Conference: Schedule a preconstruction conference before starting construction, at a time convenient to Owner and Architect, 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, Architect, and their consultants; Contractor and its superintendent; major subcontractors;

manufacturers; 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.

d. Designation of responsible personnel.

e. Procedures for processing field decisions and Change Orders.

f. Procedures for processing Applications for Payment.

g. Distribution of the Contract Documents.

h. Submittal procedures including access information to the Architect's File

Transfer Site.

i. Preparation of Record Documents.

j. Use of the premises.

k. Responsibility for temporary facilities and controls.

l. Parking availability.

m. Office, work, and storage areas.

n. Equipment deliveries and priorities.

o. First aid.

p. Security.

q. Progress cleaning.

r. Working hours.

PROJECT MANAGEMENT & COORDINATION CONSTRUCTION DOCUMENTS SECTION 01 3100 – PAGE 4

3. Documentation: Furnish Architect certificate of insurance naming VCBO as an additional insured.

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

1. Attendees: In addition to representatives of Owner and Architect, 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.

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) Change Orders.

14) Documentation of information for payment requests.

3. Reporting: Distribute minutes of the meeting to each party present and to parties who should have been present. Include a brief summary, in narrative form, of progress since the previous meeting and report.

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.

1.7 REQUESTS FOR INFORMATION (RFI)

A. Procedure: Immediately on discovery of the need for interpretation of…