2-Attachment A Project Manual ITB2026-06 final.pdf

Central Hall Phase 4

2nd Floor Tenant Improvements

Attachment A

PROJECT MANUAL

ITB #2026-06

March 13, 2026

Southern Oregon University

Facilities Management & Planning 351 Walker Avenue • Ashland, Oregon 97520

Phone 541-552-6231 Email mcnamaraj@sou.edu

ATTACHMENT B

PROJECT MANUAL

CENTRAL HALL

PHASE 4

2nd FLOOR TENANT

IMPROVEMENTS

SOUTHERN OREGON UNIVERSITY

1250 SISKIYOU BLVD

ASHLAND, OREGON

MARCH 13, 2026

100% CONSTRUCTION DOCUMENTS

FOR BID

PROJECT: Central Hall Phase 4

Second Floor Tenant Improvements

Southern Oregon University

1175 Siskiyou Boulevard

Ashland, Oregon 97520

OWNER: Southern Oregon University

1250 Siskiyou Boulevard

Architect: KSW Architects, LLC

143 N 1st Street

HVAC: ArcSine Engineering

1236 Disc Drive

Medford, Oregon 97501

Electrical: ArcSine Engineering

Plumbing: ArcSine Engineering

KSW Architects 000020-1 Table of Contents

SOU – Central Hall – Phase 4

BID DOCUMENTS PROCUREMENT + CONTRACTING REQUIREMENTS

Document B-1 SOUTHERN OREGON UNIVERSITY (SOU) STANDARD PUBLIC IMPROVEMENT

CONTRACT – INVITATION TO BID

Document B-2 SOU INSTRUCTIONS TO BIDDERS

Document B-3 SOU SUPPLEMENTAL INSTRUCTIONS TO BIDDERS

Document B-4 Not Used

Document B-5 SOU BID FORM

Document B-5A SOU FIRST TIER SUBCONTRACTOR DISCLOSURE FORM

Document B-6 SOU PUBLIC IMPROVEMENT AGREEMENT FORM

Document B-7 SOU STANDARD CONTRACT PROVISIONS

Document B-8 SOU GENERAL CONDITIONS

Document B-9 SOU PERFORMANCE BOND

Document B-10 SOU PAYMENT BOND

DIVISION 1 GENERAL REQUIREMENTS

Section 011000 SUMMARY

Section 012000 PRICE AND PAYMENT PROCEDURES

Section 012300 ALTERNATES

Section 012500 SUBSTITUTION PROCEEDURES

Section 012519 SUBSTITUTION REQUEST FORM

Section 012613 REQUESTS FOR INFORMATION

Section 013000 ADMINISTRATIVE REQUIREMENTS

Section 013300 SUBMITTAL PROCEDURES

Section 013546 INDOOR AIR QUALITY MANAGEMENT

Section 014000 QUALITY REQUIREMENTS

Section 015000 TEMPORARY FACILITIES AND CONTROLS

Section 016000 PRODUCT REQUIREMENTS

Section 017000 EXECUTION REQUIREMENTS

Section 017329 CUTTING AND PATCHING

Section 017419 CONSTRUCTION WASTE MANAGEMENT

DIVISION 2 EXISTING CONDITIONS

Section 024119 SELECTIVE DEMOLITION

DIVISION 3 CONCRETE- Not a part of this manual.

DIVISION 4 MASONRY - Not a part of this manual.

DIVISION 5 METALS

Section 055000 METAL FABRICATIONS

DIVISION 6 WOOD PLASTICS AND COMPOSITES

Section 060660 TRANSLUCENT RESIN PANELS

Section 061000 ROUGH CARPENTRY

Section 062000 FINISH CARPENTRY

Section 064100 ARCHITECTURAL WOOD CASEWORK

Section 066410 FIBERGLASS REINFORCED PANELS

DIVISION 7 THERMAL AND MOISTURE PROTECTION

Table of Contents 000020-2 KSW Architects

Section 072100 INSULATION

Section 079200 JOINT SEALERS

DIVISION 8 OPENINGS

Section 081113 HOLLOW METAL DOORS AND FRAMES

Section 081416 FLUSH WOOD DOORS

Section 087100 DOOR HARDWARE

Section 088000 GLAZING

DIVISION 9 FINISHES

Section 092116 GYPSUM BOARD

Section 092399 GYPSUM PLASTERING

Section 093013 TILING

Section 095113 ACOUSTICAL CEILINGS

Section 095426 SUSPENDED WOOD CEILINGS

Section 096513 RESILIENT BASE

Section 096516 RESILIENT FLOORING

Section 096813 TILE CARPETING

Section 098113 ACOUSTICAL BOARD INSULATION

Section 098400 CEMENTITIOUS WOOD FIBER CEILINGS

Section 099100 PAINTING

DIVISION 10

Section 101101 VISUAL DISPLAY BOARDS

Section 102113 PLASTIC TOILET PARTITIONS

Section 102601 WALL AND CORNER GUARDS

Section 102813 TOILET ACCESSORIES

Section 104413 FIRE EXTINGUISHERS AND CABINETS

DIVISION 11 Not a part of this manual.

DIVISION 12

Section 123661 QUARTZ SURFACING COUNTERTOPS

DIVISION 13-20 Not a part of this manual.

DIVISION 21 FIRE SUPPRESSION

Section 210001 FIRE SPRINKLER DESIGN-BUILD PERFORMANCE

DIVISION 22 PLUMBING

Section 220500 COMMON WORK RESULTS FOR PLUMBING

Section 220503 PIPES AND TUBES FOR PLUMBING PIPING AND EQUIPMENT

Section 220519 METERS AND GAUGES FOR PLUMBING PIPING

Section 220523 GENERAL-DUTY VALVES FOR PLUMBING PIPING

Section 220529 HANGER AND SUPPORTS FOR PLUMBING PIPING AND EQUIPMENT

Section 220553 IDENTIFICATION FOR PLUMBING PIPING AND EQUIPMENT

Section 220700 PLUMBING INSULATION

Section 221100 FACILITY WATER DISTRIBUTION

Section 221300 FACILITY SANITARY SEWERAGE

Section 224000 PLUMBING FIXTURES

KSW Architects 000020-3 Table of

Contents

DIVISION 23 HEATING VENTILATING AND AIR CONDITIONING

Section 230500 COMMON WORK RESULTS FOR HVAC

Section 220503 PIPES AND TUBES FOR HVAC PIPING AND EQUIPMENT

Section 230523 GENERAL DUTY VALVES FOR HVAC PIPING

Section 230529 HANGERS AND SUPPORTS FOR HVAC

Section 230548 VIBRATION AND SEISMIC CONTROLS FOR HVAC

Section 230553 IDENTIFICATION FOR HVAC PIPING AND EQUIPMENT

Section 230593 TESTING ADJUSTING AND BALANCING FOR HVAC

Section 230700 HVAC INSULATION

Section 230800 COMMISSIONING OF HVAC

Section 230923 INSTRUMENTATION AND CONTROLS FOR HVAC

Section 230993 SEQUENCE OF OPERATIONS FOR HVAC CONTROLS

Section 232116 HYDRONIC PIPING SPECIALTIES

Section 233100 HVAC DUCTS AND CASINGS

Section 233300 AIR DUCT ACCESSORIES

Section 233600 AIR TERMINAL UNITS

Section 233700 AIR OUTLETS AND INLETS

DIVISIOM 25 INTEGRATED AUTOMATION – Not a part of this manual.

DIVISION 26 ELECTRICAL

Section 260510 ELECTRICAL

Section 260511 SEISMIC AND WIND REQUIREMENTS FOR ELECTRICAL SYSTEMS

Section 260519 LOW-VOLTAGE CONDUCTORS AND CABLES

Section 260526 GROUNDING AND BONDING FOR ELECTRICAL SYSTEMS

Section 260529 HANGERS AND SUPPORTS FOR ELECTRICAL SYSTEMS

Section 260533 RACEWAY AND BOXES FOR ELECTRICAL SYSTEMS

Section 260553 ELECTRICAL IDENTIFICATION

Section 262416 PANELBOARDS

Section 262726 WIRING DEVICES

Section 262816 CIRCUIT BREAKERS

Section 262817 DISCONNECT SWITCHES

Section 265100 INTERIOR LIGHTING

DIVISION 27 COMMUNICATIONS

Section 270500 COMMUNICATIONS

Section 271310 COMMUNICATIONS CABLING

Section 272100 LABELING STANDARD

Section 272200 TESTING AND IDENTIFICATION

DIVISION 28 ELECTRONIC SAFETY AND SECURITY

Section 280001 FIRE ALARM SYSTEM PERFORMANCE

Section 281300 ELECTRONIC ACCESS CONTROL

DIVISIONS 29-31 Not a part of this manual.

Table of Contents 000020-4 KSW Architects

DIVISION 32 EXTERIOR IMPROVEMENTS

Section 321313 PORTLAND CEMENT CONCRETE

DIVISION 33-47 Not part of this manual

DIVISION 48 ELECTRONIC SAFETY AND SECURITY

Section 480001 PHOTOVOLTAIC SYSTEM DESIGN/BUILD PERFORMANCE

END TABLE OF CONTENTS

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SOU Contract Form B-2 (2/16)

STANDARD PUBLIC IMPROVEMENT CONTRACT

INSTRUCTIONS TO BIDDERS

Table of Contents

Article Title

1. Scope of Work

2. Examination of Site and Conditions

3. Interpretation of Project Manual and Approval of Materials Equal to Those Provided in the Specifications

4. Security to Be Furnished by Each Bidder

5. Execution of Bid Bond

6. Execution of the Bid Form

7. Prohibition of Alterations to Bid

8. Submission of Bid

9. Bid Closing and Opening of Bids

10. Acceptance or Rejection of Bids by Owner

11. Withdrawal of Bid

12. Execution of Contract, Agreement, Performance Bond and Payment Bond

INSTRUCTIONS TO BIDDERS

Oregon Administrative Rules Chapter 580, Divisions 61 and 63 govern this SOU procurement process.

Article 1. Scope of Work The work contemplated under this contract with Southern Oregon University, hereinafter referred to as the Owner, includes all labor, materials, transportation, equipment and services necessary for, and reasonably incidental to, the completion of all construction work in connection with the project described in the Project Manual which includes, but is not necessarily limited to, the Advertisement for Bids, Instructions to Bidders, Supplemental Instructions to Bidders, Bid Form, Bid Bond, Public Improvement Agreement Form, Performance Bond, Payment Bond, SOU General Conditions, Supplemental General Conditions, Plans and Specifications.

Article 2. Examination of Site and Conditions

Before making a bid, the bidder shall examine the site of the work and ascertain all the physical conditions in relation thereto. The bidder shall also make a careful examination of the Project Manual including the plans, specifications, and other contract documents, and shall be fully informed as to the quality and quantity of materials and the sources of supply of the materials. Failure to take these precautions will not release the successful bidder from entering into the contract nor excuse the bidder from performing the work in strict accordance with the terms of the contract.

The Owner will not be responsible for any loss or for any unanticipated costs which may be suffered by the successful bidder as a result of such bidder's failure to be fully informed in advance with regard to all conditions pertaining to the work and the character of the work required. No statement made by an officer, agent, or employee of the Owner in relation to the physical conditions pertaining to the site of the work will be binding on the Owner, unless covered by the Project Manual or an Addendum.

Article 3. Interpretation of Project Manual and

Approval of Materials Equal to Those Provided in the Specifications

If any bidder contemplating submitting a bid for the proposed contract is in doubt as to the true meaning of any part of the plans, specifications or forms of contract documents, or detects discrepancies or omissions, such bidder may submit to the Architect (read "Engineer" throughout as appropriate) a written request for an interpretation thereof at least 10 calendar days prior to the date set for the bid closing.

When a prospective bidder seeks approval of a particular manufacturer's material, process or item of equal value, utility or merit other than that designated by the Architect in the Project Manual, the bidder may submit to the Architect a written request for approval of such substitute at least 10 calendar days prior to the date set for the bid closing. The prospective bidder submitting the request will be responsible for its prompt delivery.

Requests of approval for a substitution from that specified shall be accompanied by samples, records of performance, certified copies of tests by impartial and recognized laboratories, and such other information as the Architect may request.

To establish a basis of quality, certain processes, types of machinery and equipment or kinds of materials may be specified in the Project Manual either by description of process or by designating a manufacturer by name and referring to a brand or product designation or by specifying a kind of material. Whenever a process is designated or a manufacturer's name, brand or item designation is given, or whenever a process or material covered by patent is designated or described, it shall be understood that the words "or approved equal" follow such name, designation or description, whether in fact they do so or not.

Any interpretation of the Project Manual or approval of manufacturer's material will be made only by an Addendum duly issued. A copy of each Addendum will be posted on the Oregon Public Universities procurement website. The Owner will not be responsible for any other explanation or interpretation of the Project Manual nor for any other approval of a particular manufacturer's process or item.

When the Architect approves a substitution by Addendum, it is with the understanding that the Contractor guarantees the substituted article or material to be equal or better than the one specified.

Article 4. Security to Be Furnished by Each Bidder

Each bid must be accompanied by either 1) a cashier's check or a certified check drawn on a bank authorized to do business in the State of Oregon, or 2) a bid bond described hereinafter, executed in favor of Southern Oregon University, for an amount equal to 10 percent of the total amount bid as a guarantee that if awarded the contract the bidder will execute the contract and give a performance bond and payment bond as required. The successful bidder's check or bid bond will be retained until the bidder has entered into a satisfactory contract and furnished a 100 percent performance bond and 100 percent payment bond. The Owner reserves the right to hold the bid security as described in Article 10 hereof. Should the successful bidder fail to execute and deliver the contract as provided for in Article 12, including a satisfactory performance bond and payment bond within 10 calendar days after the bid has been accepted by the Owner, then the contract award made to such bidder may be considered canceled and the bid security may be forfeited as liquidated damages at the option of the Owner. The date of the acceptance of the bid and the award of the contract as contemplated by the Project Manual shall mean the date of acceptance specified in the Notice of Award.

Article 5. Execution of Bid Bond

Should the bidder elect to utilize a bid bond as described in Article 4 in order to satisfy the bid security requirements, such form must be completed in the following manner:

A. Bid bonds must be executed on the Southern Oregon

Universiy form, which will be provided to all prospective bidders by the Owner.

B. The bid bond shall be executed on behalf of a bonding company licensed to do business in the State of Oregon.

C. In the case of a sole individual, the bond need only be executed as principal by the sole individual. In the case of a partnership, the bond must be executed by at least one of the partners. In the case of a corporation, the bond must be executed by stating the official name of the corporation under which is placed the signature of an officer authorized to sign on behalf of the corporation followed by such person's official capacity, such as president, etc. This signature shall be attested by the secretary or assistant secretary of the corporation. The corporation seal should then be affixed to the bond.

D. The name of the surety must be stated in the execution over the signature of its duly authorized attorney-in-fact and accompanied by the seal of the surety corporation.

Article 6. Execution of the Bid Form

Each bid shall be made in accordance with the sample Bid Form accompanying these instructions; the appropriate signatures for a sole individual, partnership, corporation or limited liability corporation shall be added as noted in Article 5C above; numbers pertaining to base bids shall be stated both in writing and in figures; the bidder's address shall be typed or printed.

The Bid Form relates to bids on a specific Project Manual.

Only the amounts and information asked for on the Bid Form furnished will be considered as the bid. Each bidder shall bid upon the work exactly as specified and provided in the Bid Form. The bidder shall include in the bid a sum to cover the cost of all items contemplated by the Contract.

The bidder shall bid upon all alternates that may be indicated on the Bid Form. When bidding on an alternate for which there is no charge, the bidder shall write the words "No Charge" in the space provided on the Bid Form.

If one or more alternates is shown on the Bid Form, the bidder shall indicate whether each is "add" or "deduct."

The Bid Form included in the Project Manual is a sample.

One additional copy of the Bid Form may be furnished with the Project Manual. One additional copy of the Bid Bond form may also be provided with the Project Manual.

Only one copy needs to be submitted with the bid.

Article 7. Prohibition of Alterations to Bid

Bids that are incomplete, or contain ambiguities or conditions not provided for in the Bid Form, may be rejected.

Article 8. Submission of Bid

Each bid shall be sealed in an envelope, properly addressed to Southern Oregon University, showing on the outside of the envelope the name of the bidder and the name of the project. Bids will be received at the time and place stated in the Advertisement for Bids.

Article 9. Bid Closing and Opening of Bids

All bids must be received by the Owner at the place and time set for the bid closing. Any bids received after the scheduled closing time for receipt of bids will be rejected and returned to the bidder unopened.

At the time of opening and reading of bids, each bid received will be publicly opened and read aloud, irrespective of any irregularities or informalities in such bids.

Article 10. Acceptance or Rejection of Bids by Owner

Unless all bids are rejected, the Owner will award a contract based on the lowest responsive bid from a responsible bidder. If that bidder does not execute the contract, it will be awarded to the next lowest responsible bidder or bidders in succession.

The Owner reserves the right to reject all bids and to waive minor informalities. The procedures for contract awards shall be in compliance with the provisions of Oregon Administrative Rules adopted by the Owner.

The Owner reserves the right to hold the bid and bid security of the three lowest bidders for a period of 30 calendar days from and after the time of bid opening pending award of the contract. Following award of the contract the bid security of the three lowest bidders may be held 20 calendar days pending execution of the contract.

All other bids will be rejected and bid security will be returned.

In determining the lowest bidder, the Owner reserves the right to take into consideration any or all authorized base bids as well as alternates or combinations indicated in the Bid Form.

If such bid has not been accepted within 30 calendar days after the opening of the bids, each of the three lowest bidders may withdraw the bid submitted and request the return of the bid security.

Article 11. Withdrawal of Bid

At any time prior to the time and place set for the bid closing, a bidder may withdraw the bid. This will not preclude the submission of another bid by such bidder prior to the time set for the bid closing.

After the time set for the bid closing, no bidder will be permitted to withdraw its bid within the time frames specified in Article 10 for award and execution, except as provided for in that Article.

Article 12. Execution of Contract, Agreement, Performance Bond and Payment Bond

The Owner will provide the successful bidder with contract forms within 10 calendar days after the award of the Contact. The bidder is required to execute the contract forms as provided, including a performance bond and a payment bond from a surety company licensed to do surety business in the State of Oregon, within 10 calendar days after the award of the contract. The contract forms shall be delivered to the Owner in the number called for and to the location as noted in the Notice of Award.

Article 13. Recyclable Products

Contractors will use recyclable products to the maximum extent economically feasible in the performance of the Contract.

SOU Contract For B-3 (2/16)

SUPPLEMENTAL INSTRUCTIONS TO BIDDERS

Project Name: Central Hall Phase 4 - 2nd Floor TI

The following modify the SOUTHERN OREGON UNIVERSITY “Instructions to Bidders, Form B-2” for this procurement. Where a portion of the Instructions to Bidders has been modified by these Supplemental Instructions to Bidders, the unaltered portions shall remain in effect.

Bid Bonds are not required for this project.

Performance Bonds and Payment Bonds are required for this project

A Builder’s Risk Insurance Policy is required for this project.

[Submission of Bids through SOU procurement (Bonfire) portal] Complete Bids (including all attachments) may be submitted electronically and must be received by the Closing Date and Time April 9, 2026 at 3:00 p.m. Local Time. The Bid may be submitted through the Bonfire portal: https://sou.bonfirehub.com/portal.

Bidders may also submit a sealed bid to the SOU Service Center per the instructions in this ITB. Bids must be received by April 9, 2026 at 3:00 p.m. Local Time. The sealed bid must be clearly marked “ITB2026-06 Central Hall Phase 4-2nd Floor TI” on the outside of the sealed envelope.

https://sou.bonfirehub.com/portal

SOU Contract Form B-5 (2/16)

BID FORM – ITB 2026-06

OWNER: Southern Oregon University

PROJECT: Central Hall Phase 4 – 2nd Floor Tenant Improvements

BID CLOSING: April 9, 2026, 3:00 PM Local Time

BID OPENING: April 9, 2026, 3:00 PM Local Time

FROM: __________________________________________________________________

Name of Contractor

TO: Southern Oregon University Facilities Management and Planning 351 Walker Avenue Ashland, Oregon 97520

1. The Undersigned (check one of the following and insert information requested):

____a. An individual doing business under an assumed name registered under the laws of the State of _____________________________; or

____b. A partnership registered under the laws of the State of _____________________;

or

____c. A corporation organized under the laws of the State of ____________________; or

____d. A limited liability corporation organized under the laws of the State of _____________________________;

hereby proposes to furnish all material and labor and perform all work hereinafter indicated for the above project in strict accordance with the Contract Documents for the as follows:

2. Bid for all work as described in the plans and specifications:

Central Hall Phase 4 – 2nd Floor Tenant Improvements (ITB 2026-06)

BASE BID: Perform all work per Specifications (Attachment A) and Drawings (Attachment B)

LUMP SUM: ($___________________________________)

Lump Sum in Words: ____________________________________________________________

ALTERNATES

The Undersigned proposes to add to the Base Bid indicated above the items of work relating to the following Alternate(s) as designated in the Specifications:

ALTERNATE #1 – Add Grid-Tied Rooftop Solar Photovoltaic System

ADD: $ __________________________

Alt #1 in words:___________________________________________________________ and the Undersigned agrees to be bound by the following documents:

• Invitation for Bids (ITB 2026-06)

• Attachment A – Project Manual

• Attachment B - Drawings

• Oregon BOLI Wage Rates

ADDENDA numbered ____ through____, inclusive (fill in blanks)

3. All work shall be completed by the dates shown in ITB 2026-06.

4. The Undersigned certifies that: (1) This Bid has been arrived at independently and is being submitted without collusion with and without any agreement, understanding, or planned common course of action with any other vendor of materials, supplies, equipment or services described in the invitation to bid designed to limit independent bidding or competition; and (2) The contents of the Bid have not been communicated by the Undersigned or its employees or agents to any person not an employee or agent or its surety on any bond furnished with this bid and will not be communicated to such person prior to the official opening of the Bid.

5. The undersigned HAS, HAS NOT (circle applicable status) paid unemployment or income taxes in Oregon within the past 12 months and HAS, HAS NOT (circle applicable status) a business address in Oregon.

6. The Undersigned agrees, if awarded a contract, to comply with the provisions of ORS 279C.800 through 279C.870 pertaining to the payment of the prevailing rates of wage if the bid exceeds $50,000.00.

7. Contractor's CCB registration number is ____________________________. As a condition to submitting a bid, a Contractor must be registered with the Oregon Construction Contractors Board in accordance with ORS 701.035 to 701.055, and disclose the registration number. Failure to register and disclose the number will make the bid unresponsive and it will be rejected, unless contrary to federal law.

8. The successful Bidder hereby certifies that all subcontractors who will perform construction work as described in ORS 701.005(2) were registered with the Construction Contractors Board in accordance with ORS 701.035 to 701.055 at the time the subcontractor(s) made a bid to work under the contract.

9. The successful Bidder hereby certifies that, in compliance with the Worker's Compensation Law of the State of Oregon, its Worker's Compensation Insurance provider is ______________________________, Policy No. , and that Contractor shall submit Certificates of Insurance as required.

10. Contractor’s Project Manager for this project is: ______________________________, Office Phone: _________________________ Cell Phone: ______________________________.

11. Bidder Certification: By signature on this Bid Form the undersigned certifies that they are authorized to act on behalf of the Entity and that under penalty of perjury the undersigned will comply with the following:

SECTION I. OREGON TAX LAWS

As required in ORS 305.385(6) the undersigned hereby certifies that to the best of the undersigned’s knowledge, the Entity is not in violation of any Oregon Tax Laws. For purposes of this certification, “Oregon Tax Laws” means a state tax imposed by ORS 403.200 to 403.250 (Tax For Emergency Communications), 118 (Inheritance Tax), 314 (Income Tax), 316 (Personal Income Tax), 317 (Corporation Excise Tax), 318 (Corporation Income Tax), 320 (Amusement Device and Transient Lodging Taxes), 321 (Timber And Forestland Tax), 323 (Cigarettes And Tobacco Products Tax), and any local taxes administered by the Department of Revenue under ORS 305.620. If a Contract is executed, this information will be reported to the Internal Revenue Service under the name and taxpayer I.D. number submitted below. Information not matching IRS records could subject Contractor to 31 percent backup withholding.

SECTION II. AFFIRMATIVE ACTION

The undersigned hereby certifies that they have not discriminated against Minority, Women or Emerging Small Business Enterprises in obtaining any required subcontracts, pursuant to SOU’s Procurement and Contracting Code (FAD.057 (580-061)).

SECTION III. COMPLIANCE WITH SOLICITATION

The undersigned agrees and certifies that they:

1. Have read, understand, and agree to be bound by and comply with all requirements, instructions, specifications, terms and conditions contained herein (including any attachments); and

2. Are an authorized representative of the Entity, that the information provided is true and accurate, and that providing incorrect or incomplete information may be cause for rejection of the offer or contract termination; and

3. Will furnish the designated item(s) and/or service(s) in accordance with the solicitation and the contract; and

4. Will provide/furnish federal employee identification number or social security number with offer.

Minority, Women & Emerging Small Business (MWESB) Certified Firm: ◻Yes ◻No

If yes, Minority, Women & Emerging Small Business (MWESB) Certification Number:

By signature below, Contractor agrees to be bound by this Bid.

NAME OF FIRM _______________________________________

ADDRESS _______________________________________

FEDERAL TAX ID _______________________________________

TELEPHONE NO _______________________________________

EMAIL _______________________________________

SIGNATURE 1) _______________________________________

Sole Individual or 2) _______________________________________ Partner or 3) _______________________________________ Authorized Officer of Corporation or LLC

PRINTED NAME _______________________________________

Print Name and Title of Contractor Signatory

Payment information will be reported to the IRS under the name and taxpayer ID # provided above. Information not matching IRS records could subject Contractor to 31 percent backup withholding.

* * * * * E N D O F B I D * * * * *

SOU Form B-5A (2/16)

FIRST-TIER SUBCONTRACTOR DISCLOSURE FORM

This form must be submitted at the location specified in the Invitation to Bid within two (2) working hours after the date and time of the deadline when the bids are due.

List below the name of each subcontractor that will be furnishing labor or labor and materials and that is required to be disclosed by ORS 279C.370, the dollar value of the subcontract and the category of work that the subcontractor will be performing.

Enter “NONE” if there are no subcontractors that need to be disclosed.

(ATTACH ADDITIONAL SHEETS IF NEEDED)

Project Name: SOU Central Hall Phase 4 – 2nd Floor TI (ITB 2026-06)

Bid Closing Date: April 9, 2026. Time: 3:00 PM

SUBCONTRACTOR NAME

(Please Print)

DOLLAR VALUE

CATEGORY/DIVISION OF WORK

(Painting, electrical, landscaping, etc.)

Name

Failure to submit this form within 2 hours of the bid closing will result in a non-responsive bid.

A non-responsive bid will not be considered for award.

Form submitted by (Bidders Name):________________________________________

Contact Name: ___________________________________ Phone No.:_________________

SOU Contract Form B-6 (2/16)

PUBLIC IMPROVEMENT AGREEMENT FORM

This Agreement for the (Insert Project Name) (the "Contract"), made by SOUTHERN OREGON UNIVERSITY, hereinafter called OWNER, and (Insert Contractor’s Name) hereinafter called the CONTRACTOR (collectively the “Parties”), shall become effective on (Insert contract award date), or the date this Contract has been signed by all the Parties.

WITNESSETH:

1. Contract Price, Contract Documents and Work.

The CONTRACTOR, in consideration of the sum of ____________________________(the "Contract Price"), to be paid to the CONTRACTOR by OWNER in the manner and at the time hereinafter provided, and subject to the terms and conditions provided for in the Instructions to Bidders and other Contract Documents (as defined in the SOU General Conditions referenced within the Instructions to Bidders), all of which are incorporated herein by reference, hereby agrees to perform all Work described and reasonably inferred from the Contract Documents. The Contract Price is the amount contemplated by the Base Bid adjusted for Alternates [Identify accepted Alternates], as indicated in the accepted Bid.

Also, the following documents are incorporated by reference in this Contract and made a part hereof if checked for inclusion [X]:

[ ] (RESERVED)

2. Representatives.

CONTRACTOR has named (Insert Name) its' Authorized Representative to act on its behalf.

OWNER designates, or shall designate, its Authorized Representative as indicted below (check one):

[ ] Unless otherwise specified in the Contract Documents, the OWNER designates (Insert Name) as its Authorized Representative in the administration of this Contract. The above-named individual shall be the initial point of contact for matters related to Contract performance, payment, authorization, and to carry out the responsibilities of the OWNER.

[ ] Name of OWNER’S Authorized Representative shall be submitted by OWNER in a separate writing.

3. Key Persons.

The CONTRACTOR’S personnel identified below shall be considered Key Persons and shall not be replaced during the project without the written permission of Owner, which shall not be unreasonably withheld. If the CONTRACTOR intends to substitute personnel, a request must be given to Owner at least 30 days prior to the intended time of substitution. When replacements have been approved by Owner, the CONTRACTOR shall provide a transition period of at least 10 working days during which the original and replacement personnel shall be working on the project concurrently. Once a replacement for any of these staff members is authorized, further replacement shall not occur without the written permission of Owner. The CONTRACTOR’S project staff shall consist of the following personnel:

Project Manager: ___________________ shall be the CONTRACTOR’S project manager and will participate in all meetings throughout the project term.

Job Superintendent: _____________________ shall be the CONTRACTOR’S on-site job superintendent throughout the project term.

4. Contract Dates.

COMMENCEMENT DATE: Within (Insert # of Days) Days of the Notice to Proceed.

SUBSTANTIAL COMPLETION DATE: (Insert # of Days) from “Notice to Proceed” (or a date certain).

FINAL COMPLETION DATE: (Insert # of Days) from “Notice to Proceed” (or a date certain).

5. Tax Compliance.

The individual signing on behalf of CONTRACTOR hereby certifies and swears under penalty of perjury that s/he is authorized to act on behalf of CONTRACTOR s/he has authority and knowledge regarding CONTRACTOR’S payment of taxes, and to the best of her/his knowledge, CONTRACTOR is not in violation of any Oregon tax laws. For purposes of this certification, "tax" means those programs listed in ORS 305.380(4). For purposes of this certification, “tax laws” means a state tax imposed by ORS 401.792 to 401.816 and ORS chapters 118, 314, 316, 317, 318, 320, 321 and 323; the elderly rental assistance program under ORS 310.630 to 310.706; and local taxes administered by the Department of Revenue under ORS 305.620.

6. Integration

The Contract documents constitute the entire agreement between the parties. There are no other understandings, agreements or representations, oral or written, not specified herein regarding this Contract. CONTRACTOR, by the signature below of its authorized representative, hereby acknowledges that it has read this Contract, understands it, and agrees to be bound by its terms and conditions.

In witness whereof, Southern Oregon University executes this Contract and the CONTRACTOR does execute the same as of the day and year first above written.

CONTRACTOR DATA:

(Insert Contractor Name & Address)

CONTRACTOR NAME ___________________________________________

CONTRACTOR FEDERAL TAX ID # ______________________

CONTRACTOR CCB # _______________ Expiration Date:_____________

[Payment information will be reported to the IRS under the name and taxpayer ID # provided above.

Information must be provided prior to contract approval. Information not matching IRS records could subject Contractor to 31 percent backup withholding.]

CONTRACTOR SIGNATURE

By_____________________________________________________________ Signature Date

Print Name Title

By____________________________________________________

Name/Title Date

By ___________________________________________________ Name/Title Date

STANDARD CONTRACT PROVISIONS

1. ACCESS TO RECORDS. Contractor will maintain records, sufficient to accurately document its performance of this Contract.

University will have access to such records of Contractor for the purpose of determining compliance with this Contract. Contractor will retain all such records, for a minimum of six years following final payment under or termination of this Contract, or such longer period as may be required by applicable law or to conclude any audit, review, or controversy.

2. INDEMNITY FOR INFRINGEMENT CLAIMS.

EXCEPT TO THE EXTENT ARISING FROM MATERIALS

PROVIDED TO CONTRACTOR BY UNIVERSITY, WHICH

MATERIALS ARE UTILIZED BY CONTRACTOR IN THEIR

UNALTERED FORM AND WITHOUT LIMITING THE

GENERALITY OF THE INDEMNIFICATION CLAUSE

REFERENCED IN THE HOLD HARMLESS SECTION BELOW,

CONTRACTOR EXPRESSLY AGREES TO INDEMNIFY AND

HOLD HARMLESS UNIVERSITY AND ITS GOVERNING

BOARD, DIRECTORS, OFFICERS, EMPLOYEES, AND AGENTS

FROM AND AGAINST ANY AND ALL CLAIMS, SUITS,

ACTIONS, LOSSES, LIABILITIES, COSTS, EXPENSES, AND

DAMAGES ARISING OUT OF OR RELATED TO ANY CLAIMS

THAT THE DELIVERABLES INFRINGE ANY PATENT,

COPYRIGHT, TRADE SECRET, TRADEMARK, TRADE DRESS,

MASK WORK, UTILITY DESIGN, OR OTHER PROPRIETARY

RIGHT OF ANY THIRD PARTY. The indemnity under this Section will not apply to the extent such alleged or actual infringement arises as a result of (i) modifications of such work made by University which were not approved by Contractor, or (ii) Contractor’s compliance with any of University’s designs, specifications or instructions. In the event that a court of competent jurisdiction determines in a final, non-appealable order that the work is infringing in a manner for which Contractor is obligated to indemnify University pursuant to this Section, Contractor will, at its option, (1) procure for University the right to continue using such infringing work; (2) replace the infringing work with a non-infringing item of like form, fit or function; or (3) modify the work so that it no longer infringes.

3. HOLD HARMLESS. Contractor will be responsible for all damage to property, injury to persons, and loss, expense, inconvenience, and delay which may be caused by, or result from any act or omission of Contractor, its subcontractors, agents, or employees. Contractor will indemnify and hold harmless University, its governing board and their directors, officers, agents, employees, and members from all claims, suits, and actions of any nature resulting from or arising out of the acts or omissions of Contractor or its subcontractors, officers, agents, or employees.

4. INSURANCE. Contractor shall secure at its own expense and keep in effect during the term of the Contract either comprehensive general liability insurance with broad form CGL endorsement or commercial general liability insurance with a minimum limit of $2,000,000 per occurrence and auto liability insurance with a minimum limit of $2,000,000 per occurrence, each with annual aggregate limit of $4,000,000. Insurance policies, which cannot be excess to a self-insurance program, are to be issued by an insurance company authorized to do business in the State of Oregon.

Southern Oregon University, and its governing board, officers and employees shall be included as an additional insured in said insurance policy. If any of the liability insurance is arranged on a "claims made basis,” then "tail" coverage will be required at the completion of the Contract for duration of twenty-four (24) months. University may require that the Contractor furnish the University with certificate(s) of insurance as evidence of insurance coverage before commencing work under the Contract.

5. INDEPENDENT CONTRACTOR STATUS. The services to be rendered under this Contract are those of an independent contractor. Contractor is not to be considered an agent or employee of University for any purpose, and neither Contractor nor any of Contractor's agents or employees are entitled to any of the benefits that University provides for its employees. Nothing in this Contract will be construed to create a partnership, joint venture, franchise, agency, or employment relationship between the Parties.

Notwithstanding the generality of the foregoing and for the avoidance of doubt, Contractor will not be working under the direction and control of University, and this Contract is non-exclusive for both parties.

6. OWNERSHIP OF WORK PRODUCT. All work product of Contractor that results from this Contract (“Work Product”) is the exclusive property of University. University and Contractor intend that such Work Product be deemed "work made for hire" of which University will be deemed the author. If for any reason the Work Product is not deemed “work made for hire," Contractor by this Contract irrevocably assigns to University all its right, title,and interest in and to any and all of the Work Product, whether arising from copyright, patent, trademark, trade secret, or any other state or federal intellectual property law or doctrine. Contractor will execute such further documents and instruments as University may reasonably request in order to fully vest such rights in University. Contractor forever waives any and all rights relating to the Work Product, including without limitation, any and all rights arising under 17 USC 106A or any other rights of identification of authorship or rights of approval, restriction or limitation on use or subsequent modifications.

7. REPRESENTATIONS AND WARRANTIES. Contractor represents and warrants that (1) Contractor has the power and authority to enter into and perform this Contract; (2)The individual signing for Contractor is authorized to execute this Contract on behalf of Contractor; (3) This Contract, when executed and delivered, will be a valid and binding obligation of Contractor, enforceable in accordance with its terms; (4) The work under this Contract will be performed in a good and workmanlike manner and in accordance with the highest professional standards;

(5) Contractor will, at all times during the term of this Contract, be qualified, professionally competent, and duly licensed to perform the work; and (6) Contractor’s name, as it appears in this Contract, is Contractor’s legal name, as it will appear in the Contractor’s W-9, and if Contractor is an entity rather than an individual that the entity named in this Contract is validly existing and in good standing. The warranties set forth in this Section are in addition to, and not in lieu of, any other warranties provided.

8. EQUAL EMPLOYMENT OPPORTUNITY NOTICES.

This contractor and subcontractor shall abide by the requirements of 41 CFR §§60-1.4(a), 60-300.5(a) and 60-741.5(a), which are incorporated by reference. These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment qualified

Last Revised: 4/22/20 Page 1 of 4 individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability.

9. TERMINATION. (a) This Contract may be terminated at any time by mutual written consent of both Parties.

(b) University may at its sole discretion terminate this Contract in whole or in part upon 30-days’ written notice to Contractor.

(c) University may terminate this Contract effective upon delivery of written notice to Contractor, or at such later date as may be established by University if: (i) federal or state laws, rules, regulations, or guidelines are modified or interpreted in such a way that any Deliverables or services to be provided by Contractor under this Contract are no longer allowable or appropriate for purchase by University or are no longer eligible for the funding proposed for payment authorized by this Contract; (ii) any license or certificate required by law or regulation to be held by Contractor to provide Deliverables under this Contract is denied, revoked, or not renewed for any reason; (iii) if Contractor becomes insolvent or admits in writing its inability to pay its debts as they mature, or makes an assignment for the benefit of creditors; (iv) if a petition under any foreign, state, or United States bankruptcy act, receivership statute, or the like, as they now exist, or as they may be amended, is filed by Contractor; or (v) if such a petition is filed by any third party, or an application for a receiver is made by anyone and such petition or application is not resolved favorably to Contractor within ninety (90) calendar days. (d) University may terminate by written notice of default (including breach of contract) to Contractor the whole or any part of this Agreement if: (i) Contractor fails to provide services called for by this Agreement within the time specified in this Agreement or any extension of this Agreement; or (ii) Contractor fails to perform any of the other provisions of this Agreement, or fails to pursue the Work so as to endanger performance of this Agreement in accordance with its term and, after receipt of written notice from University, fails to correct such failures within 10 days or such longer period as University may determine at University’s sole discretion. In addition to the right to terminate, in the event of a default by Contractor under this section, University will have all other rights and remedies at law or in equity.

10. TERMINATION DUE TO NON- APPROPRIATION OF

FUNDS . University may terminate this Contract upon written notice to Contractor if it has not: (a) Received from the Oregon Legislative Assembly appropriations, limitations or expenditure authority, or (b) Received allotments from the Higher Education Coordinating Commission or allotments pursuant to ORS Chapter 291, sufficient to allow University, in the exercise of its reasonable administrative discretion, to pay the amounts of this Contract.

11. REMEDIES . (a) In the event of termination pursuant to Section 9(b), 9(c)(i), or 10, Contractor's sole remedy will be a claim for the sum designated for accomplishing the work multiplied by the percentage of work completed and accepted by University, less previous amounts paid and any claim(s) which University has against Contractor. If previous amounts paid to Contractor exceed the amount due to Contractor under this subsection, Contractor will pay any excess to University upon demand. (b) In the event of termination pursuant to Sections 9(c)(ii) or (d), University will have any remedy available to it in law or equity. If it is determined for any reason that Contractor was not in default under these subsections, the rights and obligations of the Parties will be the same as if the Contract was terminated pursuant to Section 9(b). (c) Upon receiving a notice of termination of this Contract, Contractor will immediately cease all activities under this Contract, unless University expressly directs otherwise in writing. Upon termination, Contractor will deliver to orientation, status as a veteran, or handicap.

University all Work Product, documents,information, works-in-progress and other materials that are or would be deliverables or otherwise the property of University had the Contract been completed.

Upon University's request, Contractor will surrender to anyone University designates, all documents, research or objects or other tangible things needed to complete the work.

12. SUBCONTRACTS AND ASSIGNMENTS.

Notwithstanding anything in Sections 3, 8, or any other reference to subcontractors in this Contract, Contractor will not subcontract, assign, or transfer any of its interest in this Contract without obtaining prior written approval from University, which consent may be withheld by University in its discretion. As a condition to requesting prior written approval, Contractor must provide a written copy of any such proposed assignment or subcontract to University. University's consent to any assignment or subcontract will not relieve Contractor of any of its duties or obligations under this Contract. Any assignment or subcontract in contravention of this Section will be null and void.

13. CONFLICT OF INTEREST. Contractor covenants that it presently has no interest and will not acquire any interest, direct or indirect, which would conflict in any manner with or prohibit Contractor’s full performance of this Contract.Contractor also covenants that in the performance of this Contract no person having any such interest will be employed. Contractor further covenants that its performance of this Contract will not cause any employee or volunteer of University to violate ORS Chapter 244.

14. LIMITATION OF LIABILITIES. UNIVERSITY WILL

NOT BE LIABLE FOR (i) ANY INDIRECT, INCIDENTAL,…