2023.11.27 BP5A Bid Set Specifications.pdf

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Attached to
2022 Bond-Bid Package 05A-MEP for Chiller Upgrades at SHHS
Solicitation number
RFP - WCS - 240000000522
Issued by
Macomb County, Warren City, Michigan

About this file

This document is a set of specifications for the 2022 Bond-Bid Package 05A for Chiller Upgrades at Sterling Heights High School (SHHS) in Warren, Michigan. The project is being conducted by Warren Consolidated Schools, with Clark Construction Company serving as the Construction Manager. The specifications cover general information, demolition, HVAC, and electrical work required for the chiller replacement project at SHHS. Key details include a November 27, 2023 bid date, the involvement of Wakely Associates as the Architect and Strategic Energy Solutions as the Mechanical/Electrical consultant, and a two-year warranty period.

The specifications outline the responsibilities of the Construction Manager, Commissioning Authority, and various subcontractors, including the Mechanical, Electrical, and Testing/Balancing contractors. Requirements are provided for submittals, quality control, materials and equipment, project closeout, and commissioning. The commissioning process is intended to verify that the equipment and systems are installed properly and perform to the owner's requirements.

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SPECIFICATIONS

WARREN CONSOLIDATED SCHOOLS

2022 BOND PROGRAM-BID PACK #5A

STERLING HEIGHTS HIGH SCHOOL CHILLER REPLACEMENT

PROJECT NUMBER: 232012

NOVEMBER 27, 2023

PROJECT

2022 BOND PROGRAM

STERLING HEIGHTS HIGH SCHOOL

CHILLER REPLACEMENT

BID PACKAGE #5A

OWNER

Warren Consolidated Schools 31300 Anita Warren, MI 48093

ARCHITECT

Wakely Associates, Inc.

30500 Van Dyke Ave., Suite 209 Warren, Michigan 48093

SPECIFICATIONS

PROJECT NUMBER 232012

NOVEMBER 27, 2023

PROJECT

2022 BOND PROGRAM

STERLING HEIGHTS HIGH SCHOOL

CHILLER REPLACEMENT

OWNER

31300 ANITA

WARREN, MI 48093

CONSTRUCTION MANAGER

CLARK CONSTRUCTION

2660 SUPERIOR COURT

AUBURN HILLS, MI 48326

ARCHITECT

WAKELY ASSOCIATES, INC.

30500 VAN DYKE, SUITE 209

WARREN, MICHIGAN 48093

586-573-4100

MECHANICAL/ELECTRICAL

STRATEGIC ENERGY SOLUTIONS, INC.

4000 WEST ELEVEN MILE ROAD

BERKLEY, MI 48072

248-399-1900

JadeWarner Bid Set Dated 11/27/23

2022 BOND PROGRAM-BID PACK #5A

SHHS-CHILLER REPLACEMENT 232012 NOVEMBER 27, 2023

TC - 1

TABLE OF CONTENTS PAGES

Title Page 1 Table of Contents 2

DIVISION 0 BIDDING AND CONTRACT REQUIREMENTS

BY CLARK CONSTRUCTION COMPANY

00851 Index of Drawings 1

DIVISION 1 GENERAL REQUIREMENTS

BY CLARK CONSTRUCTION COMPANY

01041 Project Coordination 4 01045 Cutting and Patching 4

01090 Reference Standards 7 01200 Project Meetings 5 01251 Request for Substitution Form During Bidding 1 01252 Request for Substitution Form After Award 2 01340 Shop Drawings, Product Data and Samples 4 01400 Quality Control 5 01600 Material and Equipment 5 01700 Project Closeout 6 01800 Guarantee-Warranty 1

01 9113 GENERAL COMMISSIONING REQUIREMENTS 21

DIVISION 2 SITE

02070 Selective Demolition 6 02925 Cleanup & Restoration 2

DIVISION 3 CONCRETE

03001 Concrete 15

DIVISION 7 THERMAL AND MOISTURE PROTECTION

07840 Firestopping 6 07910 Joint Fillers and Gaskets 4 07920 Sealants and Caulking 10

DIVISION 23 - HEATING, VENTILATING, AND AIR-CONDITIONING (HVAC)

23 0005 BASIC HVAC REQUIREMENTS 16

23 0505 SELECTIVE DEMOLITION FOR HVAC 3

23 0523 GENERAL-DUTY VALVES FOR HVAC PIPING 13

23 0553 IDENTIFICATION FOR HVAC PIPING AND EQUIPMENT 4

23 0593 TESTING, ADJUSTING, AND BALANCING FOR HVAC 9

23 0719 HVAC PIPING INSULATION 7

23 0800 MECHANICAL COMMISSIONING REQUIREMENTS 12

TC - 2

23 0913 INSTRUMENTATION AND CONTROL DEVICES FOR HVAC 10

23 0915 VARIABLE FREQUENCY DRIVES 9

23 0925 DIRECT-DIGITAL CONTROL (DDC) SYSTEM FOR HVAC 46

23 2113 HYDRONIC PIPING 12

23 2114 HYDRONIC SPECIALTIES 6

23 2123 HYDRONIC PUMPS 4

23 2500 HVAC WATER TREATMENT 8

23 6426 ROTARY-SCREW WATER CHILLERS 12

DIVISION 26 - ELECTRICAL

26 0005 BASIC ELECTRICAL REQUIREMENTS 9

26 0505 SELECTIVE DEMOLITION FOR ELECTRICAL 4

26 0519 LOW-VOLTAGE ELECTRICAL POWER CONDUCTORS & CABLES 14

26 0526 GROUNDING AND BONDING FOR ELECTRICAL SYSTEMS 11

26 0529 HANGERS AND SUPPORTS FOR ELECTRICAL SYSTEMS 7

26 0533.13 CONDUIT FOR ELECTRICAL SYSTEMS 15

26 0533.16 BOXES FOR ELECTRICAL SYSTEMS 10

26 0553 IDENTIFICATION FOR ELECTRICAL SYSTEMS 12

26 0573 POWER SYSTEM STUDIES 9

26 0583 WIRING CONNECTIONS 3

26 2726 WIRING DEVICES 11

26 2813 FUSES 3

26 2816.16 ENCLOSED SWITCHES 6

26 5100 INTERIOR LIGHTING 7

INDEX OF DRAWINGS 00851 - 1

SECTION 00851 - INDEX OF DRAWINGS

TITLE SHEET

The following drawings, dated November 27, 2023, are issued for Warren Consolidated Schools, 2022 Bond Program, Sterling Heights High School, Chiller Replacement, Bid Pack #5A, Sterling Heights, MI. Wakely Project #232012.

SHEET NO. TITLE

GENERAL DRAWINGS:

G0.0 COVER SHEET, BUILDING ADDRESSES & LOCATION MAP

G1.0 SHEET INDEX

G2.0 GENERAL INFORMATION

MECHANICAL DRAWINGS:

M22.00 MECHANICAL GENERAL INFORMATION

MD22.11B PARTIAL ENLARGED MECHANICAL PLAN AREA 'B' DEMOLITION

M22.11B PARTIAL ENLARGED MECHANICAL PLAN AREA 'B'

M22.50 MECHANICAL DETAILS AND SCHEDULES

M22.80 MECHANICAL TEMPERATURE CONTROLS

ELECTRICAL DRAWINGS:

E22.00 ELECTRICAL GENERAL INFORMATION

ED22.11B PARTIAL ENLARGED POWER PLAN AREA 'B' DEMOLITION

E22.11B PARTIAL ENLARGED POWER PLAN AREA 'B'

E22.70 EXISTING ELECTRICAL ONE-LINE DIAGRAM - DEMOLITION

E22.71 EXISTING ELECTRICAL ONE-LINE DIAGRAM - MODIFIED

END OF SECTION 00851

PROJECT COORDINATION 01041 - 1

SECTION 01041 - PROJECT COORDINATION

PART 1 - GENERAL

1.01 RELATED DOCUMENTS:

A. Attention is directed to Division 0, Bidding and Contract Requirements, and to other Sections of Division 1, General Requirements, which are hereby made a part of this Section.

1.02 DESCRIPTION:

A. Each Contractor shall provide the services of a full time

Project Coordinator for the duration of the construction work.

1. Employ someone with not less than (5) five years experience performing coordination work on projects of similar size and scope.

2. Submit name and qualifications to Architect.

B. Provide additional administrative and supervisory personnel as required for the performance of the work including coordination of the various subcontractors in conjunction with the Construction Manager.

C. Related Requirements Specified in Other Sections:

1. Summary of Work: Section 01010.

1.03 PROJECT COORDINATOR'S DUTIES:

A. Coordinate the work of the various subcontractors in conjunction with the Construction Manager:

1. For temporary utilities.

2. With the work of trades specified in Division 2 through 26.

B. Coordinate the schedules of subcontractors in conjunction with the Construction Manager.

1. Verify timely deliveries of products for installation by other trades.

2. Verify that labor and materials are adequate to maintain schedules.

PROJECT COORDINATION 01041 - 2

C. Maintain conferences among subcontractors and other concerned parties, as necessary to:

1. Maintain coordination and schedules.

2. Resolve matters in dispute.

D. Participate in project meetings:

1. Report progress of work.

2. Recommend needed changes in schedule.

E. Temporary Utilities:

1. Coordinate installation, operation and maintenance, to verify compliance with project requirements and with Contract Documents.

2. Verify adequacy of service at required locations.

F. Shop Drawings, Product Data and Samples:

1. Prior to submittal, review for compliance with Contract

Documents.

a. Check field dimensions and clearance dimensions.

b. Check relation to available space.

c. Review the effect of any changes on the work of other contracts or trades.

d. Check compatibility with equipment and work of

G. Coordination Drawings:

1. Prepare, as required to assure coordination of work or to resolve conflicts.

2. Submit for review and transmittal.

3. Reproduce and distribute approved copies to all concerned parties.

PROJECT COORDINATION 01041 - 3

H. Observe required testing; maintain a record of tests:

1. Testing agency and name of inspector.

2. Subcontractor.

3. Manufacturer's representative present.

4. Date and time of testing.

5. Type of product or work.

6. Type of test and results.

7. Retesting required.

I. Verify that subcontractors maintain accurate record documents.

J. Substitutions and Changes:

1. Review proposals and requests.

a. Check for compliance with Contract Documents.

b. Verify compatibility with work and equipment of

2. Promptly report deficiencies or discrepancies to contractor.

K. Assemble documentation for handling of claims or disputes.

L. Equipment Start-Up:

1. Check to assure that utilities and specified connections are complete and that equipment is in operable condition.

2. Observe test, adjust and balance.

3. Record results, including time and date of start-up.

M. Inspection and Acceptance of Work:

1. Prior to inspection, check that work is complete and ready for acceptance

PROJECT COORDINATION 01041 - 4

2. Assist Inspector: Prepare list of items to be completed or corrected.

3. Should acceptance of work constitute the beginning of the specified guarantee period, prepare and transmit written notice to Contractor for the Owner.

N. Assemble record documents from subcontractors.

END OF SECTION 01041

CUTTING AND PATCHING 01045 - 1

SECTION 01045 - CUTTING AND PATCHING

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of 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 cutting and patching.

B. Refer to other Sections for specific requirements and limitations applicable to cutting and patching individual parts of the Work.

1. Requirements of this Section apply to mechanical and electrical installations. Refer to Division-23 and Division-26 Sections for other requirements and limitations applicable to cutting and patching mechanical and electrical installations.

C. Demolition of selected portions of the building for alterations is included in Section "Selective Demolition."

1.3 SUBMITTALS

A. Cutting and Patching Proposal: Where approval of procedures for cutting and patching is required before proceeding, submit a proposal describing procedures well in advance of the time cutting and patching will be performed and request approval to proceed. Include the following information, as applicable, in the proposal:

1. Describe the extent of cutting and patching required and how it is to be performed; indicate why it cannot be avoided.

2. Describe anticipated results in terms of changes to existing construction; include changes to structural elements and operating components as well as changes in the building's appearance and other significant visual elements.

3. List products to be used and firms or entities that will perform Work.

4. Indicate dates when cutting and patching is to be performed.

CUTTING AND PATCHING 01045 - 2

5. List utilities that will be disturbed or affected, including those that will be relocated and those that will be temporarily out-of-service. Indicate how long service will be disrupted.

6. Where cutting and patching involves addition of reinforcement to structural elements, submit details and engineering calculations to show how reinforcement is integrated with the original structure.

7. Approval by the Construction Manager to proceed with cutting and patching does not waive the Architect's right to later require complete removal and replacement of a part of the Work found to be unsatisfactory.

1.4 QUALITY ASSURANCE

A. Requirements for Structural Work: Do not cut and patch structural elements in a manner that would reduce their load-carrying capacity or load-deflection ratio.

B. Operational and Safety Limitations: Do not cut and patch operating elements or safety related components in a manner that would result in reducing their capacity to perform as intended, or result in increased maintenance, or decreased operational life or safety.

C. Visual Requirements: Do not cut and patch construction exposed on the exterior or in occupied spaces, in a manner that would, in the Architect's opinion, reduce the building's aesthetic qualities, or result in visual evidence of cutting and patching. Remove and replace Work cut and patched in a visually unsatisfactory manner.

PART 2 - PRODUCTS

2.1 MATERIALS

A. Use materials that are identical to existing materials. If identical materials are not available or cannot be used where exposed surfaces are involved, use materials that match existing adjacent surfaces to the fullest extent possible with regard to visual effect. Use materials whose installed performance will equal or surpass that of existing materials.

CUTTING AND PATCHING 01045 - 3

PART 3 - EXECUTION

3.1 INSPECTION

A. Before cutting existing surfaces, examine surfaces to be cut and patched and conditions under which cutting and patching is to be performed. Take corrective action before proceeding, if unsafe or unsatisfactory conditions are encountered.

1. Before proceeding, meet at the site with parties involved in cutting and patching, including mechanical and electrical trades. Review areas of potential interference and conflict. Coordinate procedures and resolve potential conflicts before proceeding.

3.2 PREPARATION

A. Temporary Support: Provide temporary support of Work to be cut.

B. Protection: Protect existing construction during cutting and patching to prevent damage. Provide protection from adverse weather conditions for portions of the Project that might be exposed during cutting and patching operations.

C. Avoid interference with use of adjoining areas or interruption of free passage to adjoining areas.

D. Take all precautions necessary to avoid cutting existing pipe, conduit or ductwork serving the building, but scheduled to be removed or relocated until provisions have been made to bypass them.

3.3 PERFORMANCE

A. General: Employ skilled workmen to perform cutting and patching. Proceed with cutting and patching at the earliest feasible time and complete without delay.

1. Cut existing construction to provide for installation of other components or performance of other construction activities and the subsequent fitting and patching required to restore surfaces to their original condition.

CUTTING AND PATCHING 01045 - 4

B. Cutting: Cut existing construction using methods least likely to damage elements to be retained or adjoining construction. Where possible review proposed procedures with the original installer; comply with the original installer's recommendations.

1. In general, where cutting is required use hand or small power tools designed for sawing or grinding, not hammering and chopping. Cut holes and slots neatly to size required with minimum disturbance of adjacent surfaces. Temporarily cover openings when not in use.

2. To avoid marring existing finished surfaces, cut or drill from the exposed or finished side into concealed surfaces.

3. Cut through concrete and masonry using a cutting machine such as a carborundum saw or diamond core drill.

4. Comply with requirements of applicable Sections of Division-2 where cutting and patching requires excavating and backfilling.

C. Patching: Patch with durable seams that are as invisible as possible. Comply with specified tolerances.

1. Where feasible, inspect and test patched areas to demonstrate integrity of the installation.

2. Restore exposed finishes of patched areas and extend finish restoration into retained adjoining construction in a manner that will eliminate evidence of patching and refinishing.

3.4 CLEANING

A. Thoroughly clean areas and spaces where cutting and patching is performed or used as access.

END OF SECTION 01045

REFERENCE STANDARDS 01090 - 1

SECTION 01090 - REFERENCE STANDARDS

PART 1 - GENERAL

1.01 SECTION INCLUDES:

A. Quality assurance.

B. Schedule of references.

1.02 QUALITY ASSURANCE:

A. For products or workmanship specified by association, trade, or Federal Standards, comply with requirements of the standard, except when more rigid requirements are specified or are required by applicable codes.

B. Conform to reference standard by date of issue current on date for receiving bids.

C. Obtain copies of standards when required by Contract

Documents.

D. Maintain copy at job site during submittals, planning, and progress of the specific work, until Substantial Completion.

E. Should specified reference standards conflict with

Contract Documents, request clarification from Architect/Engineer before proceeding.

F. The contractual relationship of the parties to the

Contract shall not be altered from the Contract Documents by mention or inference otherwise in any reference document.

1.03 SCHEDULE OF REFERENCE:

AA Aluminum Association 900 19th Street, N.W. – Suite 300 Washington, DC 20006

AABC Associated Air Balance Council 1518 K Street N.W.

Washington, DC 20005

AASHTO American Association of State Highway and Transportation Officials 444 North Capitol Street, N.W. – Suite 249 Washington, DC 20001

REFERENCE STANDARDS 01090 - 2

ACI American Concrete Institute P.O. Box 9094 Farmington Hills, MI 48333-9094

ADC Air Diffusion Council 1901 N. Roselle Rd., Suite 800 Schaumburg, IL 60195

AF&PA American Forest & Paper Association 1111 19th Street, NW, Suite 800 Washington, DC 20036

AGC Associated General Contractors of America 2300 Wilson Blvd., Suite 400 Arlington, VA 22201

AI Asphalt Institute 2696 Research Park Drive Lexington, KY 40511-8480

AIA American Institute of Architects 1735 New York Avenue, N.W.

Washington, DC 20006-5292

AISC American Institute of Steel Construction One East Wacker Drive Suite 3100 Chicago, IL 60601-2001

AISI American Iron and Steel Institute 1140 Connecticut Ave - Suite 705 Washington, DC 20036

AITC American Institute of Timber Construction 7012 S. Revere Parkway – Suite 140 Englewood, CO 80112

AMCA Air Movement and Control Association 30 West University Drive Arlington Heights, IL 60004

ANSI American National Standards Institute 25 West 43rd Street, Fourth Floor New York, NY 10036

APA American Plywood Association Box 11700 Tacoma, WA 98411-0700

REFERENCE STANDARDS 01090 - 3

ARI Air Conditioning and Refrigeration Institute 4100 North Fairfax Drive – Suite 200 Arlington, VA 22203

ASHRAE American Society of Heating, Refrigeration and Air Conditioning Engineers 1791 Tullie Circle, N.E.

Atlanta, GA 30329

ASME American Society of Mechanical Engineers Three Park Avenue New York, NY 10016-5990

ASTM American Society for Testing and Materials 100 Barr Harbor Drive West Conshohocken, PA 19428-2959

AWI Architectural Woodwork Institute 46179 Westlake Drive, Suite 120 Potomac Falls, VA 20165

AWPA American Wood-Preservers' Association P.O. Box 5690 Grandbury, TX 76049

AWS American Welding Society 550 N.W. LeJeune Road Miami, FL 33126

AWWA American Water Works Association 6666 West Quincy Avenue Denver, CO 80235

BIA Brick Institute of America 1350 Centennial Park Drive, Suite 301 Reston, VA 20191

CDA Copper Development Association 260 Madison Avenue - 16th Floor New York, NY 10016

CLFMI Chain Link Fence Manufacturers Institute 10015 Old Columbia Road, Suite B-215 Columbia, MD 21046

CRSI Concrete Reinforcing Steel Institute 933 Plum Grove Road Schaumburg, IL 60173-4758

REFERENCE STANDARDS 01090 - 4

CSSB Cedar Shake and Shingle Bureau P.O. Box 1178 Sumas, WA 98295-1178

DHI Door and Hardware Institute 14150 Newbrook Drive, Suite 200 Chantilly, VA 20151

EJCDC Engineers' Joint Contract Documents Committee American Council of Engineering Companies 1015 15th Street, N.W., 8th Floor Washington, DC 20005

EJMA Expansion Joint Manufacturers Association 25 North Broadway Tarrytown, NY 10591

FGMA Flat Glass Marketing Association 3310 Harrison White Lakes Professional Building Topeka, KS 66611

FM Factory Mutual System Standards Laboratories Department 1151 Boston-Providence Turnpike Norwood, MA 02062

FS Federal Specification General Services Administration Specifications and Consumer Information Distribution Section (WFSIS) 1800 F Street, NW Washington, DC 20405

GA Gypsum Association 810 First Street N.W. #510 Washington, DC 20002-4268

ICC International Code Council 5203 Leesburg Pike, Suite 600 Falls Church, VA 22041

IEEE Institute of Electrical and Electronics Engineers 345 East 47th Street New York, NY 10017

IMIAC International Masonry Industry All-Weather Council International Masonry Institute 815 15th Street, N.W.

Washington, DC 20005

REFERENCE STANDARDS 01090 - 5

MBMA Metal Building Manufacturer's Association 1300 Sumner Avenue Cleveland, OH 44115-2351

MFMA Maple Flooring Manufacturers Association 60 Revere Drive Northbrook, IL 60062

MIL Military Specification Naval Publications and Forms Center 700 Robbins Avenue, Building 4, Section D Philadelphia, PA 19111-5093

ML/SFA Metal Lath/Steel Framing Association

Division of National Association of Architectural Metal Manufacturers (NAAMM MLIFSA)

600 South Federal Street, Suite 400 Chicago, IL 60605

NAAMM National Association of Architectural Metal Manufacturers 800 Roosevelt Road, Building C, Suite 312 Glen Ellyn, IL 60137

NCMA National Concrete Masonry Association 2302 Horse Pen Road Herndon, VA 22071-3499

NEBB National Environmental Balancing Bureau 8575 Grovement Circle Gaithersburg, MD 20877

NEMA National Electrical Manufacturers' Association 1300 North 17th Street, Suite 1752 Rosslyn, VA 22209

NFPA National Fire Protection Association #1 Battery March Park Quincy, MA 02269-9101

NSWMA National Solid Wastes Management Association 4301 Connecticut Avenue, N.W., Suite 300 Washington, DC 20008-2304

NTMA National Terrazzo and Mosaic Association 201 North Maple, Suite 208 Purceliville, VA 20132

REFERENCE STANDARDS 01090 - 6

PCA Portland Cement Association 5420 Old Orchard Road Skokie, IL 60077

PCI Precast Prestressed Concrete Institute 175 W. Jackson Blvd.-Suite 1859 Chicago, IL 60604-9773

PS Product Standard U.S. Department of Commerce 1401 Constitution Avenue, N.W.

Washington, DC 20230

RIS Redwood Inspection Service Division of California Redwood Association) 405 Enfrente Drive Novato, CA 94949

SDI Steel Deck Institute P.O. Box 25 Fox River Grove, IL 60021

SDI Steel Door Institute c/o Wherry Associates 30200 Detroit Road Cleveland, OH 44145-1967

SIGMA Sealed Insulating Glass Manufacturers Association 401 N. Michigan Avenue Chicago, IL 60611

SJI Steel Joist Institute 3127 10th Avenue North Myrtle Beach, SC 29577-6760

SMACNA Sheet Metal and Air Conditioning Contractors' National Association 4201 Lafayette Center Drive Chantilly, VA 20151-1209

SSPC Society for Protective Coatings 40 24th Street, 6th Floor Pittsburgh, PA 15222-4656

TCNA Tile Council of North America, Inc.

100 Clemson Research Blvd.

Anderson, SC 29625

REFERENCE STANDARDS 01090 - 7

TPI Turfgrass Producers International 2 East Main Street East Dundee, IL 60118

UL Underwriters' Laboratories, Inc.

333 Pfingston Road Northbrook, IL 60062-2096

WCLIB West Coast Lumber Inspection Bureau 6980 S.W. Varns Road Tigard, OR 97223

WDMA Window & Door Manufacturers Associations 1400 W. Touhy Avenue, Suite 470 Des Plaines, IL 60018

WWPA Western Wood Products Association 522 SW Fifth Avenue, Suite 500 Portland, OR 97204-2122

PART 2 - PRODUCTS

Not Used

Not Used

END OF SECTION 01090

PROJECT MEETINGS 01200 - 1

SECTION 01200 - PROJECT MEETINGS

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and General Provisions of the Contract, including requirements for project meetings including but not limited to:

1. Pre-Construction Conference.

2. Pre-Installation Conferences.

3. Coordination Meetings.

4. Progress Meetings.

1.3 PRE-CONSTRUCTION CONFERENCE

A. Schedule a pre-construction conference and organizational meeting at the Project site or other convenient location no later than (14) days after execution of the Agreement and prior to commencement of construction activities. Conduct the meeting to review responsibilities and personnel assignments.

B. Attendees: The Owner, Architect and their consultants, the

Construction Manager and its superintendent, major subcontractors, manufacturers, suppliers and other concerned parties shall each be represented at the conference by persons familiar with and authorized to conclude matters relating to the work.

C. Agenda: Discuss items of significance that could affect progress including such topics as:

5. Tentative construction schedule.

6. Critical work sequencing.

7. Designation of responsible personnel.

8. Procedures for processing field decisions and Change

Orders.

9. Procedures for processing Applications for Payment.

10. Distribution of Contract Documents.

11. Submittal of Shop Drawings, Product Data and Samples.

12. Preparation of record documents.

13. Use of the premises.

PROJECT MEETINGS 01200 - 2

14. Office, Work and storage areas.

15. Equipment deliveries and priorities.

16. Safety procedures.

17. First aid.

18. Security.

19. Housekeeping.

20. Working hours.

1.4 PRE-INSTALLATION CONFERENCES

A. Conduct a pre-installation conference at the site before each construction activity that requires coordination with other construction. The Installer and representatives of manufacturers and fabricators involved in or affected by the installation, and its coordination or integration with other materials and installations that have preceded or will follow, shall attend the meeting. Advise the Architect of scheduled meeting dates.

1. Review the progress of other construction activities and preparations for the particular activity under consideration at each pre-installation conference, including requirements for:

a. Contract Documents.

b. Options.

c. Related Change Orders.

d. Purchases

e. Deliveries.

f. Shop Drawings, Product Data and quality control

Samples.

g. Possible conflicts.

h. Compatibility problems.

i. Time schedules.

j. Weather limitations.

k. Manufacturer's recommendations.

l. Compatibility of materials.

m. Acceptability of substrates.

n. Temporary facilities.

o. Space and access limitations.

p. Governing regulations.

q. Safety.

r. Inspection and testing requirements.

s. Required performance results.

t. Recording requirements.

u. Protection.

PROJECT MEETINGS 01200 - 3

2. Record significant discussions and agreements and disagreements of each conference, along with the approved schedule. Distribute the record of the meeting to everyone concerned, promptly, including the Owner and Architect.

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

1.5 COORDINATION MEETINGS

A. Conduct Project coordination meetings at regularly scheduled times convenient for all parties involved.

Project coordination meetings are in addition to specific meetings held for other purposes, such as regular progress meetings and special pre-installation meetings.

B. Request representation at each meeting by every party currently involved in coordination or planning for the construction activities involved.

C. Record meeting results and distribute copies to everyone in attendance and to others affected by decisions or actions resulting from each meeting.

1.6 PROGRESS MEETINGS

A. Conduct progress meetings at the Project site at regularly scheduled intervals. Notify the Owner and Architect of scheduled meeting dates. Coordinate dates of meetings with preparation of the payment request.

B. Attendees: In addition to representatives of the Owner and

Architect, each subcontractor, supplier or other entity concerned with current progress or involved in planning, coordination or performance of future activities shall be represented at these meetings by persons familiar with the Project and authorized to conclude matters relating to progress.

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

PROJECT MEETINGS 01200 - 4

1. Construction Manager’s Construction Schedule: Review progress since the last meeting. Determine where each activity is in relation to the Contractor's Construction Schedule, whether on time or ahead or behind 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.

2. Review the present and future needs of each entity present, including such items as:

a. Interface requirements.

b. Time.

c. Sequences.

d. Deliveries.

e. Off-site fabrication problems.

f. Access.

g. Site utilization.

h. Temporary facilities and services.

i. Hours of Work.

j. Hazards and risks.

k. Housekeeping.

l. Quality and Work standards.

m. Change Orders.

n. Documentation of information for payment requests.

D. Reporting: No later than (3) three days after each progress meeting date, distribute copies of minutes of the meeting to each party present and to other parties who should have been present. Include a brief summary, in narrative form, of progress since the previous meeting and report.

1. Schedule Updating: Revise the construction schedule after each progress meeting where revisions to the schedule have been made or recognized. Issue the revised schedule concurrently with the report of each meeting.

PART 2 - PRODUCTS (Not Applicable)

PART 3 - EXECUTION (Not Applicable)

END OF SECTION 01200

PROJECT MEETINGS 01200 - 5

REQUEST FOR SUBSTITUTION FORM DURING BIDDING 01251 - 1

SUBSTITUTION

REQUEST

(During the Bidding Phase)

Project: Substitution Request Number: ____________________________

Attached data includes product description, specifications, drawings, photographs, and performance and test data adequate for evaluation of the request; applicable portions of the data are clearly identified.

Attached data also includes a description of changes to the Contract Documents that the proposed substitution will require for its proper installation.

The Undersigned certifies:

• Proposed substitution has been fully investigated and determined to be equal or superior in all respects to specified product.

• Same warranty will be furnished for proposed substitution as for specified product.

• Same maintenance service and source of replacement parts, as applicable, is available.

• Proposed substitution will have no adverse effect on other trades and will not affect or delay progress schedule.

• Proposed substitution does not affect dimensions and functional clearances.

• Payment will be made for changes to building design, including A/E design, detailing, and construction costs caused by the substitution.

A/E’s REVIEW AND ACTION

Substitution approved - Make submittals in accordance with Specification Section 01340.

Substitution approved as noted - Make submittals in accordance with Specification Section 01340.

Substitution rejected - Use specified materials.

Substitution Request received too late - Use specified materials.

Signed by: Date:

© Copyright 1996, Construction Specifications Institute, Page of September 1996 99 Canal Center Plaza, Suite 300 Alexandria, VA 22314 CSI Form 1.5C

Submitted by:

Signed by:

Firm:

Address:

Telephone:

Supporting Data Attached: Drawings Product Data Samples Tests Reports

From:

To:

Re:

Date:

A/E Project Number:

Contract For:

Description: Specification Title: ____________________________________

Section: Article/Paragraph: Page:

Proposed Substitution:

Manufacturer: Phone: Address:

Trade Name: Model No.:

REQUEST

(After the Bidding/Negotiating Phase)

REQUEST FOR SUBSTITUTION FORM AFTER AWARD 01252 - 1

Project: _____________________________ Substitution Request Number: ___________________

_____________________________ From: ______________________________________

To: _____________________________ Date: ______________________________________

_____________________________ A/E Project Number: _________________________

Re: _____________________________ Contract For: ________________________________

Specification Title: ____________________ Description: ________________________________

Section: ____________ Page: _________ Article/Paragraph: _________________________

Proposed Substitution: ________________________________________________________________

Manufacturer: ____________________________________________ Phone: __________________

Address: _______________________________________________________________________

Trade Name: ____________________________________ Model No.: ___________________

Installer: ____________________________________________ Phone: ___________________

Address: _______________________________________________________________________

History: □ New Product □ 1-4 years old □ 5-10 years old □ More than 10 years old Differences between proposed substitution and specified product: _______________________________

□ Point-by-point comparative data attached.

Reason for not providing specified item: ___________________________________________________

Similar Installation:

Project: ___________________________________ Architect: ______________________________

Address: __________________________________ Owner: ________________________________

__________________________________ Date Installed: __________________________

Proposed Substitution affects other parts of work: □ No □ Yes; explain ________________________

Savings to Owner for accepting substitution: ______________________________ ($______________).

Proposed substitution changes Contract Time: □ No □ Yes [Add] [Deduct] ______________ days.

Supporting Data Attached: □ Drawings □ Product Data □ Samples □ Tests

□ Reports □ ___________

REQUEST

(After the Bidding/Negotiating Phase)

REQUEST FOR SUBSTITUTION FORM AFTER AWARD 01252 - 2

The Undersigned certifies:

• Proposed substitution has been fully investigated and determined to be equal or superior in all respects to specified product.

• Same warranty will be furnished for proposed substitution as for specified product.

• Same maintenance service and source of replacement parts, as applicable, is available.

• Proposed substitution will have no adverse effects on other trades and will not affect or delay progress schedule.

• Cost data as stated above is complete. Claims for additional costs related to accepted substitution which may subsequently become apparent are to be waived.

• Proposed substitution does not affect dimensions and functional clearances.

• Payment will be made for changes to building design, including A/E design, detailing, and construction cots cause by the substitution.

• Coordination, installation, and changes in the Work as necessary for accepted substitution will be complete in all respects.

Submitted by: ________________________________________________________________________ Signed by: __________________________________________________________________________ Firm: _______________________________________________________________________________ Address: ____________________________________________________________________________ Telephone: __________________________________________________________________________ Attachments:

A/E’s Review Action

□ Substitution approved – Make submittals in accordance with Specification Section 01340.

□ Substitution approved as noted – Make submittals in accordance with Specification Section 01340.

□ Substitution rejected – Use specified materials.

□ Substitution Request received too late – Use specified materials.

Signed by: ____________________________________________ Date: ____________________

Additional Comments: □ Contractor □ Subcontractor □ Supplier □ Manufacturer

□ A/E □ Other

SHOP DRAWINGS, PRODUCT DATA AND SAMPLES 01340 - 1

SECTION 01340 - SHOP DRAWINGS, PRODUCT DATA AND SAMPLES

PART 1 - GENERAL

1.01 RELATED DOCUMENTS:

A. Attention is directed to Division 0, Bidding and Contract

Requirements, and to other Sections of Division 1, General Requirements, which are hereby made a part of this Section.

A. Submit shop drawings, product data and samples as required by the Contract Documents. Individual submittal requirements are specified in applicable sections for each unit of work.

Receive, check and coordinate all submittals of contractors as provided herein.

B. Definitions:

1. Shop Drawings are drawings, diagrams, schedules and other data specifically prepared for the Work by the Contractor or any subcontractor, manufacturer, supplier or distributor to illustrate some portion of the Work.

2. Product Data are illustrations, standard schedules, performance charts, instructions, brochures, diagrams and other information furnished by the Contractor to illustrate a material, product or system for some portion of the Work.

3. Samples are physical examples which illustrate materials, equipment or workmanship and establish standards by which the work will be judged.

1.03 SUBMITTAL REQUIREMENTS:

A. Coordinate preparation and processing of submittals with performance of the work so that work will not be delayed by submittals. Coordinate and sequence different categories of submittals for the same work, and for interfacing units of work, so that one will not be delayed for coordination with another. No extension of time will be allowed because of failure to properly coordinate and sequence submittals.

B. Submit a pdf version of each shop drawing, including fabrication, erection, layout and setting drawings and such other drawings as required under various sections of the Specifications, until final acceptance is obtained. Prepare

SHOP DRAWINGS, PRODUCT DATA AND SAMPLES 01340 - 2

drawings legible, drawing plans, elevations, sections and details in scales required and printable at 100% scale on sheets. Sheets not larger than 30" x 42" nor smaller than 8- 1/2” x 11”. Photo reproductions of contract documents are not an acceptable submittal. Submit copies of manufacturer's descriptive data including catalog sheets for materials, equipment and fixtures, showing dimensions, performance characteristics and capacities, wiring diagrams and controls, schedules, and other pertinent information as required.

Where materials describe more than one product or model, clearly identify which is to be furnished.

C. Shop drawings, product data and samples shall be dated including Contractor and Subcontractor dates of submittal and approval, and marked to show the names of the Project, Architect/Engineer, Contractor, origination Subcontractor, manufacturer or supplier, and separate detailer if pertinent.

Shop drawings shall completely identify Specification section and locations at which materials or equipment are to be installed. Reproductions of Contract Drawings are acceptable as Shop Drawings only when specifically authorized in writing by the Architect/Engineer.

D. Submission of shop drawings, product data and samples shall be accompanied by a copy of a transmittal letter containing Project name, Contractor's name, number of drawings, and samples, titles and other pertinent data. Transmittal shall bear signature of the Contractor as evidence he checked same and found them in conformance with the Contract Documents.

E. The Contractor shall review, approve and submit, with reasonable promptness and in such sequence as to cause no delay in the Work or in the work of the Owner or any separate contractor, all Shop Drawings, Product Data and Samples required by the Contract Documents.

F. By approving and submitting Shop Drawings, Product Data and

Samples, the contractor represents that he has determined and verified all materials, field measurements, and field construction criteria related thereto, or will do so, and that he has checked and coordinated the information contained within such submittals with the requirements of the Work and of the Contract Documents.

G. The Contractor shall not be relieved of responsibility for the deviation from the requirements of the Contract Documents by the Architect/Engineer's acceptance of Shop Drawings, Product Data or Samples under Paragraph 13.12 of the AIA A201 General Conditions, 2017 edition, unless the Contractor has

SHOP DRAWINGS, PRODUCT DATA AND SAMPLES 01340 - 3

specifically informed the Architect/Engineer and Construction Manager in writing of such deviation at the time of sub-deviation. The Contractor shall not be relieved from responsibility for errors or omissions in the Shop Drawings, Product Data or Samples by the Architect/Engineer's acceptance thereof.

H. The Contractor shall direct specific attention, in writing or on resubmitted Shop Drawings, Product Data or Samples, to revisions other than those requested by the Architect/Engineer on previous submittals.

I. No portion of the Work requiring submission of a Shop

Drawing, Product Data or Sample shall be commenced until the submittal has been accepted by the Architect/Engineer as provided in Paragraph 13.12 of the AIA A201 General Conditions, 2017 edition. All such portions of the Work shall be in accordance with approved submittals.

J. Architect/Engineer will review Shop Drawings, Product Data and Samples as provided in Paragraph 13.12 of the AIA A201 General Conditions, 2017 edition. The Architect/Engineer will mark each such submittal as follows:

1. Accepted - Where no comment made.

2. Accepted as Noted - Where comments indicated on submittal qualifying, modifying, or otherwise changing it; however, submittal can be used for ordering, fabrication and erection at contractor's own risk until revised submittals have been made, reviewed and stamped approved.

3. Revise & Resubmit – Where comments indicated on submittal require revisions and resubmission prior to ordering and/or fabrication and erection.

4. Rejected – Where proposed submittals do not conform to the contract documents.

K. Contractor is responsible for obtaining and distributing required prints of shop drawings to his subcontractors and material suppliers; after as well as before final approval.

Prints of reviewed shop drawings shall be made from transparencies which carry the Architect/Engineer's appropriate stamp.

SHOP DRAWINGS, PRODUCT DATA AND SAMPLES 01340 - 4

L. Obtain copies of all shop drawings, product data and samples submitted to date and accepted from other contractors.

PARTS 2 and 3 - PRODUCT AND EXECUTION

Not applicable.

END OF SECTION 01340

QUALITY CONTROL 01400 - 1

SECTION 01400 - QUALITY CONTROL

PART 1 - GENERAL

1.01 RELATED DOCUMENTS:

A. Attention is directed to Division 0, Bidding and Contract Requirements, and to Division 1, General Requirements, which are hereby made a part of this Section.

1.02 DESCRIPTION:

A. Specific quality control requirements for the work are indicated throughout the contract documents. The term "Quality Control" includes, but is not necessarily limited to, inspection and testing and associated requirements.

This section does not specify or modify Architect's duties relating to quality control and Contract enforcement.

B. Coordinate quality control programs of separate contractors including submittals, conferences and on site programs.

1.03 RESPONSIBILITY:

A. Residual Installing Contractor Responsibility: Whatever required, inspection, testing and similar quality control provisions to be performed by independent agencies (not directly by the Installing Contractor), and not indicated to be Owner's responsibility, shall be the Installing Contractor's responsibility. The costs for those required services by independent testing laboratories are recognized to be included in Contract Sum.

B. Installing Contractor's General Responsibility: No failure of test agencies, whether engaged by Owner or Installing Contractor, to perform adequate inspections or tests or to properly analyze or report results, shall relieve Installing Contractor of responsibility for fulfillment of requirements of contract documents. It is recognized that required inspection and testing program is intended to assist the Installing Contractor, Construction Manager, Owner, Architect, and governing authorities in nominal determination of probable compliances with requirements for certain elements of work. The program is not intended to limit the Installing Contractor's regular quality control program, as needed for general assurance of compliances.

QUALITY CONTROL 01400 - 2

1.04 QUALITY ASSURANCE:

A. General Workmanship Standards: Comply with recognized workmanship quality standards within the industry as applicable to each unit of work, including ANSI standards where applicable. It is a requirement that each category of trades person or installer performing the work be prequalified, to the extent of being familiar with applicable and recognized quality standards for that category of work, and being capable of workmanship complying with those standards.

B. Qualification of Quality Control Agencies: Except where another qualification standard is indicated, and except where it is specifically indicated that use of prime product manufacturer's test facilities is acceptable, engage independent testing laboratories complying with "Recommended Requirements for Independent Laboratory Qualifications" as published by American Council of Independent Laboratories, and specializing in type(s) of inspections and tests required.

1.05 SUBMITTALS:

A. General: Refer to Section 01340, “Shop Drawings, Product Data and Samples” for requirements applicable to inspection and test reports, quality control samples, maintenance agreements, warranties, and similar documentation of quality compliances as required. Refer to individual work sections of Division 2 through 26 for specific certification and submittal requirements.

B. Copies and Distribution: Where inspection and test reports and certifications are required by governing authorities, provide additional copies as required, and where required, send copies directly from inspection or testing agency to governing authority.

1.06 PRODUCT DELIVERY, STORAGE, AND HANDLING:

A. General: Handle, store and protect materials and products, including fabricated components, by methods and means which will prevent damage, deterioration and losses including theft (and resulting delays), thereby ensuring highest quality results as performance of the work progresses.

Control delivery schedules so as to minimize unnecessary long-term storage at project site prior to installation.

QUALITY CONTROL 01400 - 3

PART 2 - PRODUCTS

PART 3 - EXECUTION:

3.01 PREPARATION FOR INSTALLATION:

A. Pre-Installation Conferences: Well in advance of installation of every major unit of work which requires coordination with other work, Construction Manager will arrange a meeting at the project site with residual Contractor, installers and representatives of manufacturers and fabricators who are involved in or affected by the unit of work, and in its coordination or integration with other work which has proceeded or will follow. Advise Architect and Owner of scheduled meeting dates. At each meeting, review progress of other work and preparations for particular work under consideration, including requirements of contract documents, options, related change orders, purchases, deliveries, shop drawings, product data, quality control samples, possible conflicts, compatibility problems, time schedule, weather limitations, temporary facilities, space and access limitations, structural limitations, governing regulations, safety, inspection and testing requirements required performance results, recording requirements, and protection. Record significant discussions of each conference, and agreements and disagreements along with final plan of action. Distribute record of meeting promptly to everyone concerned, including Architect and Owner.

1. Do not proceed with the work if associated pre-installation conference cannot be concluded successfully. Instigate actions to resolve impediments to performance of the work, and reconvene conference at earliest data feasible.

B. Installer's Inspection of Conditions: Require Installer of each major unit of work to inspect substrate to receive the work, and conditions under which the work will be performed, and to report (in writing to the Construction Manager) unsatisfactory conditions. Do not proceed with the work until unsatisfactory conditions have been corrected in a manner acceptable to the Installer.

QUALITY CONTROL 01400 - 4

3.02 COORDINATION OF TEST AGENCY WORK:

A. Coordination with Owner's Agencies: Afford access and reasonable time in construction sequence for Owner's inspection and tests to be performed. Cooperate with agencies and provide incidental labor and services needed for the removal and delivery of test samples, and for inspections and taking measurements. Provide patching and restoration services where test samples have been removed, complying with individual technical sections of Divisions 2 through 26.

1. Except for specialized laboratory sampling equipment, and except as otherwise indicated, supply and operate tools and construction equipment needed to obtain test samples from the work, including cutting devices for sawing, drilling, flame-cutting, coring and similar operations. Assist agencies in labeling and packing of test samples removed from the work.

B. Coordination with Installing Contractor's Independent

Agencies: Except for required independent agency activities of inspection, measuring, testing, analyzing, reporting and similar activities, the assignment of labor, equipment, cutting, Patching and similar necessary activities associated therewith are Installing Contractor's option recognizing that entire activity is Installing Contractor's responsibility.

C. Test Agency Responsibilities:

1. Test agencies, regardless of whether engaged by Owner or Installing Contractor, are not authorized to change or negate requirements of Contract Documents. Each agency shall coordinate its assigned work with construction schedule as maintained by Installing Contractor, and shall perform its work promptly so as not to delay the work. Observances (by agencies) having a bearing on the work shall be reported to Architect in most expeditious way possible, and shall be recorded in writing by agency. Agency personnel shall not interfere with or assume duties of Contractor.

2. Reports: The testing agency shall prepare reports of inspections and laboratory tests, including analysis and interpretation of test results where applicable.

Properly identify each report and, where required, provide agency's certification of test results.

Describe test methods used, and compliance with recognized test standards (if any). Complete and submit report at earliest possible date in each case.

QUALITY CONTROL 01400 - 5

3.03 INSTALLATION QUALITY CONTROL:

A. Manufacturer's Instructions: Where installations include manufactured products, comply with manufacturer's applicable instructions and recommendations for installation, to whatever extent these are more explicit or more stringent than applicable requirements indicate in contract documents.

B. Inspect each item of materials or equipment, immediately prior to installation, and reject damaged and defective items.

C. Provide attachment and connection devices and methods for securing work properly as it is installed; true to line and level, and within recognized industry tolerances, if not otherwise indicated. Allow for expansions and building movements. Provide uniform joint widths in exposed work, organized for best possible visual effect. Refer questionable visual effect choices to Architect for final decision.

D. Recheck measurements and dimensions of the work, as an integral step of starting each installation.

E. Install work during conditions of temperature, humidity, exposed, forecasted weather, and status of project completion which will ensure best possible results for each unit of work, in coordination with entire work. Isolate each unit of work from non-compatible work, as required to prevent deterioration.

F. Coordinate enclosure (closing-in) of work with required…

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