2026-06-02_kerlick_EST_Rehabilitation_-_IFB_Specs.pdf

CONTRACT DOCUMENTS

FOR CONSTRUCTION OF

NEW BRAUNFELS UTILITIES

TANK REHABILITATION PHASE 2

KERLICK ELEVATED STORAGE TANK

Technical Specifications

June 2026 – Issued for Bid

Texas Registered Engineering Firm F-2144

1251 Sadler Drive, Building 1, Suite 1150 San Marcos, Texas 78666 Phone – (512) 213-3200 Web – www.freese.com

FNI Project No. NBU25480

06/03/2026

THIS PAGE IS INTENTIONALLY LEFT BLANK

Design Professional Seals 00 01 07 - 1 NBU25480 – Kerlick Elevated Storage Tank Rehabilitation

00 01 07 DESIGN PROFESSIONAL SEALS

Specification Sections Sealed

Division 01 – General Requirements Division 02 – Existing Conditions

02 41 19 Tower Demolition Division 09 – Finishes Division 11 – Equipment Division 31 – Earthwork Division 32 – Exterior Improvements Division 33 – Utilities Division 40 – Process Integration

40 05 43 Miscellaneous Valves 40 05 73 Altitude and Level Control Valves 40 41 13 Process Piping Heat Tracing 40 42 13 Process Piping Insulation 40 73 13 Pressure Gauges

FREESE AND NICHOLS, INC.

TEXAS REGISTERED

ENGINEERING FIRM F-2144

THIS DOCUMENT IS RELEASED

FOR THE PURPOSE OF INTERIM

REVIEW UNDER THE AUTHORITY

OF KENNETH W. HANKS, P.E.,

TEXAS NO. 97528 ON

03/23/2026. IT IS NOT TO BE

USED FOR CONSTRUCTION,

BIDDING OR PERMIT PURPOSES.

Specification Sections Sealed

Division 02 – Existing Conditions 02 41 16 Structural Demolition

Division 03 – Concrete Division 05 – Metals

JOSE I. GUERRA, INC.

ENGINEERING FIRM F-3

06/03/2026

Design Professional Seals 00 01 07 - 2

Specification Sections Sealed

Division 26 – Electrical Division 40 – Process Integration

40 62 13 Process Control System General Provisions 40 73 26 Gauge Pressure Transmitters

FREESE AND NICHOLS, INC.

ENGINEERING FIRM F-2144

END OF SECTION

03/23/2026

Table of Contents 00 01 10 - 1

00 01 10 TABLE OF CONTENTS

Section Title

Division 00 Procurement and Contracting Requirements

00 01 01 Project Cover Sheet

00 01 07 Design Professional Seals

00 01 10 Table of Contents

Division 01 General Requirements

01 11 00 Summary of Work

01 26 00 Change Management

01 29 00 Application for Payment Procedures

01 29 01 Measurement and Basis for Payment

01 31 00 Project Management and Coordination

01 31 13 Project Administration

01 33 00 Document Management

01 33 02 Shop Drawings

01 33 03 Product Data

01 33 04 Operation and Maintenance Data

01 33 05 Construction Progress Schedule

01 33 06 Graphic Documentation

01 35 00 Special Procedures

01 40 00 Quality Management

01 50 00 Temporary Facilities and Controls

01 57 00 Temporary Controls

01 70 00 Execution and Closeout Requirements

01 74 23 Final Cleaning

01 75 00 Starting and Adjusting

01 78 36 Warranties and Service Agreement

01 79 00 Training of Operation and Maintenance Personnel

Division 02 Existing Conditions

02 41 16 Structural Demolition

02 41 19 Tower Demolition

Division 03 Concrete

03 30 00 Cast-in-Place Concrete

Division 05 Metals

05 12 00 Structural Steel Framing

05 50 01 Welding

Division 09 Finishes

09 95 00 Coatings for Water Storage Tanks

Table of Contents 00 01 10 - 2

Section Title

Division 11 Equipment

11 81 29 Facility Fall Protection

Division 26 Electrical

26 01 26 Testing of Electrical Systems

26 05 00 Common Work Results for Electrical

26 05 19 Low Voltage Electrical Power Conductors and Cables

26 05 23 Control-Voltage Electrical Power Cables

26 05 26 Grounding and Bonding For Electrical Systems

26 05 29 Hangers and Supports for Electrical Systems

26 05 53 Identification for Electrical Systems

26 27 26 Wiring Devices

Division 31 Earthwork

31 11 00 Clearing and Grubbing

Division 32 Exterior Improvements 32 31 13 Chain Link Fences and Gates

32 91 19.13 Topsoil Placement and Grading

32 92 13 Hydro-Mulching

Division 33 Utilities

33 10 13 Disinfecting of Water Utility Distribution

33 16 13.11 Steel Water Tank Repair

Division 40 Process Integration

40 05 43 Miscellaneous Valves

40 05 73 Altitude and Level Control Valves

40 41 13 Process Piping Heat Tracing

40 42 13 Process Piping Insulation

40 61 13 Process Control System General Provisions

40 73 13 Pressure Gauges

40 73 26 Gauge Pressure Transmitters

Appendices

Appendix A Existing Coating Laboratory Analysis

Appendix B Kerlick Elevated Storage Tank Evaluation/Inspection Report

Appendix C Record Drawings

DIVISION 1

GENERAL REQUIREMENTS

Summary of Work 01 11 00 - 1

01 11 00 SUMMARY OF WORK

PART 1 - GENERAL

1.01 SUMMARY

A. Construct Work as described in the Contract Documents.

1. Provide the materials, equipment, and incidentals required to make the Project completely and fully operable.

2. Provide the labor, equipment, tools, and consumable supplies required for a complete Project.

3. Provide the civil, architectural, structural, mechanical, electrical, instrumentation, and all other Work required for a complete and operable Project.

4. Test and place the completed Project in operation.

5. Provide the special tools, spare parts, lubricants, supplies, or other materials as indicated in the Contract Documents for the operation and maintenance of the Project.

6. The Contract Documents do not indicate or describe all Work required to complete the Project. Additional details required for the correct installation of selected products are to be provided by the Contractor and coordinated with the Construction Manager.

1.02 DESCRIPTION OF WORK

A. Work is described in general, non-inclusive terms as:

1. Full rehabilitation of interior and exterior coating systems, including structural repairs and replacement of appurtenances for the existing 0.75 MG steel multi-leg elevated storage tank.

2. Site improvements, including overflow pipe discharge routing, altitude valve replacement, gates, and fencing.

3. Replacement of tank instrumentation and heat tracing.

4. Demolition of an approximately 300 foot tall antenna tower located on the site.

1.03 WORK UNDER OTHER CONTRACTS

A. The following items of work are not included in this Contract, but may impact construction scheduling, testing, and startup:

Owner Description

Lower Colorado River Authority (LCRA)

Antenna Removal and Reinstallation

T-Mobile Antenna Removal and Reinstallation

B. Bring any discrepancies in the list to the attention of the Construction Manager. It will be deemed that the Contractor included the more expensive listing in the Contract Price if the Contractor fails to bring any discrepancies to the attention of the Construction Manager prior to executing the Agreement.

Summary of Work 01 11 00 - 2

C. Completion of the Work described in this Contract may impact the construction and testing of the items listed above.

1. Coordinate construction activities through the Construction Manager.

2. Pay claims for damages which result from the late completion of the Project or any specified Milestones.

1.04 WORK BY OWNER

A. Owner has no knowledge of work, other than the Work included in this Contract that may impact construction scheduling, testing, and startup.

B. Owner will provide normal operation and maintenance of the existing facilities during construction, unless otherwise stated.

1.05 CONSTRUCTION OF UTILITIES

A. Existing utilities will be used for this Project. Coordinate with others performing Work associated with this Project.

B. Power and Electrical Services:

1. Owner will provide permanent power connections for the Site through the power utility unless indicated otherwise in the Contract Documents.

2. Owner will pay for permits and for providing permanent power.

3. Coordinate and cooperate with others performing this Work.

4. Power utility will provide the construction to the point shown on the Drawings.

5. Provide conduit, conductors, pull boxes, manholes, and other appurtenances for the installation of power cable between the property line and the transformer and between the transformer and the main power switch unless the Contract Documents indicate otherwise.

6. Test conductors in accordance with the Specifications and requirements of the power utility and coordinate with the power utility to energize the system when ready.

7. Pay for temporary power including construction cost, meter connection, fees, and permits.

8. Contractor may use the permanent power source in lieu of temporary power source when permanent power is available at the Site.

a. Notify Construction Manager and Owner of intent to use the permanent power source.

b. Arrange with the power utility and pay the charges for connections and monthly charges for use of this power.

9. Pay for the power consumed until the Project has been accepted as Substantially Complete unless noted otherwise.

Summary of Work 01 11 00 - 3

PART 2 - PRODUCTS (NOT USED)

PART 2 -

PART 3 - EXECUTION (NOT USED)

Change Management 01 26 00 - 1

01 26 00 CHANGE MANAGEMENT

PART 1 - GENERAL

1.01 REQUESTS FOR CHANGE PROPOSAL

A. Construction Manager will initiate Modifications by issuing a Request for Change Proposal

(RCP).

1. Construction Manager and Design Professional will prepare a description of proposed Modifications.

2. Construction Manager will issue the Request for Change Proposal form to Contractor.

A number will be assigned to the Request for a Change Proposal when issued.

3. Return a Change Proposal in accordance with Paragraph 1.02 for evaluation by the Owner’s Project Team (OPT).

1.02 CHANGE PROPOSALS

A. Submit a Change Proposal (CP) to the Construction Manager for Contractor initiated changes in the Contract Documents or in response to a Request for Change Proposal.

Submit the Change Proposal and attach the forms provided by the Construction Manager.

1. Use the Change Proposal form provided by the Construction Manager.

2. Include with the Change Proposal:

a. A complete description of the proposed Modification if Contractor initiated or proposed changes to the OPT’s description of the proposed Modification.

b. The reason the Modification is requested, if not in response to a Request for a Change Proposal.

c. A detailed breakdown of the cost of the change if the Modification requires a change in Contract Price. The itemized breakdown is to include:

1) List of materials and equipment to be installed;

2) Man hours for labor by classification;

3) Equipment used in construction;

4) Consumable supplies, fuels, and materials;

5) Royalties and patent fees;

6) Bonds and insurance;

7) Overhead and profit;

8) Field office costs;

9) Home office cost; and

10) Other items of cost.

d. Provide the level of detail outlined in the paragraph above for each Subcontractor or Supplier actually performing the Work if Work is to be provided by a

Change Management 01 26 00 - 2

Subcontractor or Supplier. Indicate appropriate Contractor mark ups for Work provided through Subcontractors and Suppliers. Provide the level of detail outlined in the paragraph above for self-performed Work.

e. Submit Change Proposals that comply with the General Conditions for Cost of Work.

f. Provide a revised schedule. Show the effect of the change on the Project Schedule and the Contract Times.

B. Submit a Change Proposal to the Construction Manager to request a Field Order.

C. A Change Proposal is required for all substitutions or deviations from the Contract Documents.

D. Request changes to products in accordance with Section 01 33 02 “Shop Drawings.”

1.03 CONSTRUCTION MANAGER WILL EVALUATE THE REQUEST FOR A MODIFICATION

A. Construction Manager will issue a Modification per the General Conditions if the Change Proposal is acceptable to the Owner. Construction Manager will issue a Change Order or Contract Amendment for any changes in Contract Price or Contract Times.

1. Change Orders and Contract Amendments will be sent to the Contractor for execution with a copy to the Owner recommending approval. A Work Change Directive may be issued if Work needs to progress before the Change Order or Contract Amendment can be authorized by the Owner.

2. Work Change Directives, Change Orders, and Contract Amendments can only be approved by the Owner.

a. Work performed on the Change Proposal prior to receiving a Work Change Directive or approval of the Change Order or Contract Amendment is performed at the Contractor’s risk.

b. No payment will be made for Work on Change Orders or Contract Amendments until approved by the Owner.

B. Contractor may be informed that the Change Proposal is not approved and construction is to proceed in accordance with the Contract Documents.

1.04 EQUAL NON-SPECIFIED PRODUCTS

A. The products of the listed manufacturers are to be furnished where the Specifications list several manufacturers and do not specifically list “or equal” or “or approved equal” products. Use of any products other than those specifically listed is a substitution. Follow the procedures in Paragraph 1.05 for a substitution.

B. Contractor may submit other manufacturers’ products that are in full compliance with the Specifications where Specifications list one or more manufacturers followed by the phrase “or equal” or “or approved equal.”

1. Submit a Shop Drawing as required by Section 01 33 02 “Shop Drawings” to document that the proposed product is equal or superior to the specified product.

Change Management 01 26 00 - 3

2. Prove that the product is equal. It is not the OPT’s responsibility to prove the product is not equal.

a. Indicate on a point-by-point basis for each specified feature that the product is equal to the Contract Document requirements.

b. Make a direct comparison with the specified manufacturer’s published data sheets and available information. Provide this printed material with the Shop Drawing.

c. The decision of the Design Professional regarding the acceptability of the proposed product is final.

3. Provide a certification that, in furnishing the proposed product as an equal, the Contractor:

a. Has thoroughly examined the proposed product and has determined that it is equal or superior in all respects to the product specified.

b. Has determined that the product will perform in the same manner and result in the same process as the specified product.

c. Will provide the same warranties and/or bonds as for the product specified.

d. Will assume all responsibility to coordinate any modifications that may be necessary to incorporate the product into the construction and will waive all claims for additional Work which may be necessary to incorporate the product into the Project which may subsequently become apparent.

e. Will maintain the same time schedule as for the specified product.

C. A Change Proposal is not required for any product that is in full compliance with the Contract Documents. If the product is not in full compliance, it may be offered as a Substitution.

1.05 SUBSTITUTIONS

A. Substitutions are defined as any product that the Contractor proposes to provide for the Project in lieu of the specified product. Submit a Change Proposal per Paragraph 1.02 along with documents required for a Shop Drawing as required by Section 01 33 02 “Shop Drawings” to request approval of a substitution.

B. Prove that the product is acceptable as a substitute. It is not the Design Professional’s responsibility to prove the product is not acceptable as a substitute.

1. Indicate on a point-by-point basis for each specified feature that the product is acceptable to meet the intent of the Contract Documents requirements.

2. Make a direct comparison with the specified Suppliers published data sheets and available information. Provide this printed material with the Shop Drawing.

3. The decision of the Design Professional regarding the acceptability of the proposed substitute product is final.

Change Management 01 26 00 - 4

C. Provide a certification that, in making the substitution request, the Contractor:

1. Has determined that the substituted product will perform in substantially the same manner and result in the same ability to meet the specified performance as the specified product;

2. Will provide the same warranties and/or bonds for the substituted product as specified or as would be provided by the manufacturer of the specified product;

3. Will assume all responsibility to coordinate any modifications that may be necessary to incorporate the substituted product into the Project and will waive all claims for additional Work which may be necessary to incorporate the substituted product into the Project which may subsequently become apparent; and

4. Will maintain the same time schedule as for the specified product.

D. Pay for review of substitutions in accordance with Section 01 33 02 “Shop Drawings.”

PART 2 - PRODUCTS (NOT USED)

Application for Payment Procedures 01 29 00 - 1

01 29 00 APPLICATION FOR PAYMENT PROCEDURES

PART 1 - GENERAL

1.01 SUMMARY

A. Submit Applications for Payment for completed Work and for materials and equipment in accordance with the General Conditions, the Supplementary Conditions, the Agreement, and this Section. The Contract Price is to include costs for:

1. Providing the Work in accordance with the Contract Documents;

2. Installing Owner furnished equipment and materials, if any;

3. Providing Work for alternates and allowances, if any;

4. Providing Work for extra work items, if any and if authorized

5. Commissioning, startup, training, and initial maintenance and operation;

6. Acceptance testing at the manufacturer’s facilities or at the Site;

7. All home office overhead costs and expenses, including profit made directly or indirectly from the Project;

8. Project management, contract administration, and field office and field operations staff including supervision, clerical support, and technology system support;

9. Professional services including design fees, legal fees, and other professional services;

10. Bonds and insurance;

11. Permits, licenses, patent fees, and royalties;

12. Taxes;

13. Providing all documentation and Samples required by the Contract Documents;

14. Facilities and equipment at the Site including:

a. Field offices, office furnishings, and all related office supplies, software, and equipment,

b. Storage facilities for Contractor’s use and storage facilities for stored materials and equipment including spare parts storage,

c. Shops, physical plant, construction equipment, small tools, vehicles, and technology and telecommunications equipment,

d. Safety equipment and facilities to provide safe access and working conditions for workers and for others working at the Site,

e. Temporary facilities for power and communications,

f. Potable water and sanitation facilities, and

g. Mobilization and demobilization for all these facilities and equipment.

15. Products, materials, and equipment stored at the Site or other suitable location in accordance with Section 01 31 00 “Project Management and Coordination”;

Application for Payment Procedures 01 29 00 - 2

16. Products, materials, and equipment permanently incorporated into the Project;

17. Temporary facilities for managing water including facilities for pumping, storage, and treatment as required for construction and protection of the environment;

18. Temporary facilities for managing environmental conditions and Constituents of Concern;

19. Temporary facilities such as sheeting, shoring, bracing, formwork, embankments, storage facilities, working areas, and other facilities required for construction of the Project;

20. Temporary and permanent facilities for protection of all overhead, surface, or underground structures or features;

21. Temporary and permanent facilities for removal, relocation, or replacement of any overhead, surface, or underground structures or features;

22. Products, materials, and equipment consumed during the construction of the Project;

23. Contractor labor and supervision to complete the Project including that provided through Subcontractors or Suppliers;

24. Correcting Defective Work during the Contract Times, during the Correction Period, or as required to meet any warranty provision of the Contract Documents;

25. Risk associated with weather and environmental conditions, startup, and initial operation of facilities including equipment, processes, and systems;

26. Contractor safety programs, including management, administration, and training;

27. Maintenance of facilities including equipment, processes, and systems until operation is transferred to Owner;

28. Warranties, extended or special warranties, or extended service agreements;

29. Cleanup and disposal of any and all surplus materials; and

30. Demobilization of all physical, temporary facilities not incorporated into the Project.

B. Include the cost not specifically set forth as an individual payment item but required to provide a complete and functional system in the Contract Price.

C. Provide written approval of the surety company providing performance and payment bonds for the Schedule of Values, Application for Payment form, and method of payment prior to submitting the first Application for Payment. Submit approval using the “Consent of Surety Company to Payment Procedures” form provided by the Construction Manager.

Payment will not be made without this approval.

D. Construction Manager may withhold processing the Applications for Payment if any of the following processes or documentation is not up to date:

1. Progress Schedule per Section 01 33 05 “Construction Progress Schedule.”

2. Project videos and photographs per Section 01 33 06 “Graphic Documentation.”

3. Record Documents per Section 01 31 13 “Project Administration.”

Application for Payment Procedures 01 29 00 - 3

1.02 SCHEDULE OF VALUES

A. Divide the Contract Price into an adequate number of line items to allow more accurate determination of the earned value for each line item when evaluating progress payments.

Submit a detailed Schedule of Values for the Project at least 10 days prior to submitting the first Application for Payment using forms provided by the Construction Manager.

B. Do not apply for payment until the Schedule of Values has been approved by the Construction Manager.

C. Divide the cost associated with each line item in the Schedule of Values into installation and materials components.

1. Installation cost is to include all cost associated with the line item except materials cost.

2. Materials cost is the direct cost (as verified by invoice values) for products, materials, and equipment to be permanently incorporated into the Project associated with the line item.

3. Installation cost is to include all direct costs and a proportionate amount of the indirect costs for the Work associated with each line item. Include costs not specifically set forth as an individual payment item but required to provide a complete and functional system.

4. The sum of materials and installation costs for all line items must equal the Contract Price.

D. Use each unit price line item in the Agreement as a line item in the Schedule of Values. The sum of materials and installation costs for each line item for unit price contracts must equal the value of the line item in the Agreement. In addition to the installation cost described in Paragraph 1.02.C.3, installation costs for unit price items are to include costs for waste and overages.

1. Installation and materials cost may be left as a single installation component if:

a. Contractor does not intend to request payment for stored materials for that line item; or

b. Work in the line item will be completed within a single payment period.

2. Provide adequate detail to allow a more accurate determination of the earned value for installation costs, expressed as a decimal fraction of Work completed, for each line item.

3. Installation cost line items may not exceed $50,000.00. Items that are not subdivided into smaller units may only be included in the Application for Payment when Work on the entire unit is complete.

4. Lump sum items may be divided into an estimated number of units to estimate earned value. The estimated number of units times the cost per unit must equal the lump sum amount for that line item.

5. Include Contractor’s overhead and profit in the installation costs each line item in proportion to the value of the line item to the Contract Price.

Application for Payment Procedures 01 29 00 - 4

6. Include cost not specifically set forth as an individual payment item but required to provide a complete and functional system in the Contract Price for each item.

7. Line items may be used to establish the value of Work to be added or deleted from the Project.

E. Include a breakdown of both mobilization and demobilization costs in the Schedule of Values. The total cost for both mobilization and demobilization may not exceed five percent of the total Contract Price. Payment for mobilization and demobilization will be based on the earned value of Work completed. Payment for these costs will only be made for Work completed for the following:

1. Bonds and insurance;

2. Transportation and setup for equipment;

3. Transportation and/or erection of all field offices, sheds, and storage facilities;

4. Salaries for preparation of documents required before the first Application for Payment; and

5. Salaries for field personnel directly related to the mobilization of the Project.

1.03 SCHEDULE OF ANTICIPATED PAYMENTS

A. Submit a schedule of the anticipated Application for Payments showing the anticipated application numbers, submission dates, and the amount to be requested for each Application for Payment on the form provided by the Construction Manager.

B. Update the schedule of anticipated payments as necessary to provide a reasonably accurate indication of the funds required to make payments each month to the Contractor for Work performed.

1.04 ALTERNATES, ALLOWANCES, AND EXTRA WORK ITEMS

A. Include line items and amounts for Extra Work items in the Agreement, if any, and as described in Section 01 29 01 “Measurement and Basis for Payment.”

1.05 RETAINAGE AND SET-OFFS

A. Retainage will be withheld from each Application for Payment per the Agreement.

B. Reduce payments for set-offs per the General Conditions as directed by the Construction Manager.

1.06 PROCEDURES FOR SUBMITTING AN APPLICATION FOR PAYMENT

A. Submit a draft Application for Payment to the Construction Manager each month at least 20 days before the date established in the Agreement for Owner to make progress payments. Do not submit Applications for Payment more often than monthly. Review the draft Application for Payment with the Construction Manager to determine concurrence with:

1. Values requested for materials and equipment, stored or incorporated into the Project as documented by invoices;

Application for Payment Procedures 01 29 00 - 5

2. The earned value for installation costs for each line item in the Application for Payment form expressed as a percent complete for that line item;

3. The quantity of Work completed for each unit price item;

4. Amount of retainage to be withheld; and

5. Set-offs included in the Application for Payment.

B. Submit Applications for Payment to the Construction Manager after agreement has been reached on the draft Application for Payment with the Construction Manager.

C. Provide all information requested in the Application for Payment form. Do not leave any blanks incomplete. If information is not applicable, enter “N/A” in the space provided.

1. Number each application sequentially and include the dates for the application period.

2. Complete the “Contract Time Summary” section on the Application for Payment form.

If the Final Completion date shows the Project is more than 30 days behind schedule, revise the Schedule of Anticipated Payments to correspond to the updated schedule required per Section 01 33 05 “Construction Progress Schedule.”

3. Complete the “Summary of Earned Value and Set-offs” section on the Application for Payment form. Show the total amounts for earned value of original Contract performed, earned value for Work on approved Contract Amendments and Change Orders, retainage and set-offs.

4. Sign and date the Contractor’s Certification on the Application for Payment form that all Work, including materials, covered by this Application for Payment have been completed or delivered and stored in accordance with the Contract Documents, that all amounts have been paid for Work, materials, and equipment for which previous Payment has been made by the Owner, and that the current payment amount shown in this Application for Payment is now due.

5. Include “Attachment A - Tabulation of Earned Value of Original Contract Performed” to show the value of materials stored and successfully incorporated into the Project and the earned value for installation of the Work for each line item in the Application for Payment for Work. Attachment A includes Work on the original Contract Price and on approved Contract Amendments and Change Orders.

6. Include “Attachment B - Tabulation of Values for Materials and Equipment” to track invoices used to support amounts requested as materials in Attachment A. Enter materials to show the amount of the invoice assigned to each item in Attachment A if an invoice includes materials used on several line items.

7. Include “Attachment C - Summary of Set-offs” to document set-offs made per the Contract Documents. Show each set-off as it is applied. Show a corresponding line item to reduce the set-off amount if a payment held by a set-off is released for payment.

8. Include “Attachment D - Retainage Calculation” to show method for calculating retainage. The amount of retainage with respect to progress payments is stipulated in the Agreement. Any request for a reduction in retainage must be accompanied by a Consent of Surety to Reduction or Partial Release of Retainage.

Application for Payment Procedures 01 29 00 - 6

9. Include “Attachment E - EVA Calculation” and the EVA Chart showing the anticipated and actual total earned value of fees, Work, and materials. Create a graphic representation (curve) of the anticipated progress on the Project each month.

Compare the anticipated cumulative total earned value of fees, Work, and materials to the actual total earned value of fees, Work, and materials to determine performance on budget and schedule. Adjust the table and curve to incorporate Modifications.

D. Submit attachments in Portable Document Format (PDF).

1. Generate attachments to the Application for Payment using the Excel spreadsheet provided by the Construction Manager.

2. Submit PDF documents with adequate resolution to allow documents to be printed in a format equivalent to the document original. Documents are to be scalable to allow printing on standard 8-1/2 x 11 or 11 x 17 paper.

1.07 ADJUSTMENTS TO THE SCHEDULE OF VALUES IN THE APPLICATION FOR PAYMENT

A. Submit a Change Proposal to request any changes to the Schedule of Values incorporated into the Application for Payment once approved. A Field Order will be issued by the Construction Manager to modify the Application for Payment form if approved.

B. Payment for materials and equipment shown in the Application for Payment will be made for the total of associated invoice amounts, up to the value shown for materials in the Application for Payment for that line item.

1. If the total amount for invoices for materials and equipment for a line item are less than the amount shown for the materials component of that line item in the Application for Payment, and it can be demonstrated that no additional materials or equipment are required to complete Work described in that item, the difference between the total invoice for materials and equipment and the materials component for that line item can be added to the installation component of that Work item.

2. Costs for material and equipment in excess of the value shown in the Schedule of Values may not be paid for under other line items.

1.08 CONSTRUCTION MANAGER’S RESPONSIBILITY

A. Construction Manager will review each draft Application for Payment with Contractor to reach an agreement on the amount to be recommended to Owner for payment. Contractor is to revise the Application for Payment to incorporate changes, if any, resulting from this review process.

B. Construction Manager will review the Application for Payment to determine that the Application for Payment has been properly submitted and is in accordance with the agreed to draft Application for Payment.

C. Construction Manager will either recommend payment of the Application for Payment to Owner or notify the Contractor of the reasons for not recommending payment. Contractor may make necessary corrections and resubmit the Application for Payment. Construction Manager will review resubmitted Application for Payment and reject or recommend payment of the Application for Payment to Owner as appropriate.

Application for Payment Procedures 01 29 00 - 7

D. Construction Manager’s recommendation of the Application for Payment constitutes a representation that based on its experience and the information available:

1. The Work has progressed to the point indicated;

2. The quality of the Work is generally in accordance with the Contract Documents; and

3. Requirements prerequisite to payment have been met.

E. This representation is subject to:

1. Further evaluation of the Work as a functioning whole;

2. The results of subsequent tests called for in the Contract Documents; or

3. Any other qualifications stated in the recommendation.

F. Construction Manager does not represent by recommending payment that:

1. Inspections made to check the quality or the quantity of the Work as it was performed were exhaustive or extended to every aspect of the Work in progress; or

2. Other matters or issues that might entitle Contractor to additional compensation or entitle Owner to withhold payment to Contractor exist.

G. Neither Construction Manager’s review of Contractor’s Work for the purposes of recommending payments nor Construction Manager’s recommendation of payment imposes responsibility on the Construction Manager or Owner:

1. To supervise, direct, or control the Work;

2. For the means, methods, techniques, sequences, or procedures of construction, or safety precautions and programs;

3. For Contractor’s failure to comply with Laws and Regulations applicable to Contractor’s performance of the Work;

4. To make examinations to ascertain how or for what purposes Contractor has used the monies paid on account of the Contract Price; or

5. To determine that title to the Work, materials, or equipment has passed to Owner free and clear of Liens.

1.09 FINAL APPLICATION FOR PAYMENT

A. Include adjustments to the Contract Price in the final Application for Payment for:

1. Approved Change Orders and Contract Amendments;

2. Allowances not previously adjusted by Change Order;

3. Deductions for Defective Work that have been accepted by the Owner;

4. Penalties and bonuses;

5. Deduction for all final set-offs; and

6. Other adjustments if needed.

B. Construction Manager will prepare a final Change Order reflecting the approved adjustments to the Contract Price which have not been covered by previously approved

Application for Payment Procedures 01 29 00 - 8

Change Orders and, if necessary, to reconcile estimated unit price quantities with actual quantities.

C. Submit the final Application for Payment per the General Conditions, including the final Change Order. Provide the following with the final Application for Payment:

1. Evidence of payment or release of Liens on the forms provided by the Construction Manager and as required by the General Conditions.

2. Consent from surety to final payment.

D. Final payment will also require additional procedures and documentation per Section 01 70 00 “Execution and Closeout Requirements.”

1.10 PAYMENT BY OWNER

A. Owner is to pay the amount recommended for monthly payments within 30 days after receipt of the Construction Manager’s recommended Application for Payment.

PART 2 - PRODUCTS (NOT USED)

Measurement and Basis for Payment 01 29 01 - 1

01 29 01 MEASUREMENT AND BASIS FOR PAYMENT

PART 1 - GENERAL

1.01 PAYMENT FOR MATERIALS AND EQUIPMENT

A. Payment will be made for materials and equipment materials properly stored and successfully incorporated into the Project less the specified retainage.

B. Provide a bill of sale, invoice, or other documentation warranting that Owner has received the materials and equipment free and clear of Liens. Provide documentation of payment for materials and equipment with the next Application for Payment. Remove items from the tabulation of materials and equipment if this documentation is not provided with the next Application for Payment.

C. Provide evidence that the materials and equipment are covered by appropriate property insurance or other arrangements to protect Owner’s interest.

D. The Work covered by progress payments becomes the property of the Owner at the time of payment. The Contractor’s obligations with regard to proper care and maintenance, insurance, and other requirements are not changed by this transfer of ownership until final completion in accordance with the General Conditions.

E. Payment for materials and equipment does not constitute acceptance of the product.

1.02 MEASUREMENT AND BASIS FOR PAYMENTS ON LUMP SUM ITEMS

A. Measurement for progress payments is the invoice value for stored materials and the earned value for all other cost for constructing each item. Earned value is expressed as the value of the Work completed divided by the total value of installation cost. The total amount paid will be equal to the total lump sum amount for that item.

1.03 MEASUREMENT AND BASIS FOR PAYMENTS ON UNIT PRICE ITEMS

A. Measure the Work using the unit of measure indicated in this Section for each unit price line item. Payment will be made only for the actual measured unit and/or computed length, area, solid contents, number, and weight unless other provisions are made in the Contract Documents. Payment on a unit price basis will not be made for Work outside dimensions shown in the Contract Documents.

B. Payment will be made for the actual quantity of Work completed and for materials and equipment stored during the payment period. Payment amount is the Work quantity measured per Paragraph A above multiplied by the unit price for that line item in the Agreement.

1.04 MEASUREMENT AND BASIS FOR PAYMENT FOR BASE ITEMS

A. Item A-01 - Mobilization:

1. Measuring for payment is on a lump sum basis. Payment for mobilization will be based on the earned value of Work completed.

Measurement and Basis for Payment 01 29 01 - 2

B. Item A-02 - Elevated Storage Tank Rehabilitation, including all appurtenant work, complete as specified and indicated in the Drawings.

1. Description – This item shall include but not be limited to structural repairs, appurtenance replacement, and safety modifications to the elevated storage tank to include furnishing all labor, materials, tools, equipment, and incidentals required.

2. Payment of the full lump sum price shall be paid for the work performed and in accordance with the Schedule of Values. Payment shall constitute full compensation to the Contractor for furnishing all: labor, equipment, tools, and materials; and for performing all operations required to furnish to the Owner the project, complete in place, as specified and as indicated on the Contract Drawings and Specifications.

3. Measurement – Measurement will be by Lump Sum.

C. Item A-03 – Interior Coating Improvements, including all appurtenant work, complete as specified and indicated in the Drawings.

1. Description – This item shall include but not be limited to replacement of the interior and exterior coating system of the elevated storage tank to include furnishing all labor, materials, tools, equipment, and incidentals required.

2. Payment of the full lump sum price shall be paid for the work performed and in accordance with the Schedule of Values. Payment shall constitute full compensation to the Contractor for furnishing all: labor, equipment, tools, and materials; and for performing all operations required to furnish to the Owner the project, complete in place, as specified and as indicated on the Contract Drawings and Specifications.

3. Measurement – Measurement will be by Lump Sum.

D. Item A-04 – Exterior Coating Improvements, including all appurtenant work, complete as specified and indicated in the Drawings.

1. Description – This item shall include but not be limited to the replacement of the exterior coating system of the elevated storage tank to include furnishing all labor, materials, tools, equipment, and incidentals required.

2. Payment of the full lump sum price shall be paid for the work performed and in accordance with the Schedule of Values. Payment shall constitute full compensation to the Contractor for furnishing all: labor, equipment, tools, and materials; and for performing all operations required to furnish to the Owner the project, complete in place, as specified and as indicated on the Contract Drawings and Specifications.

3. Measurement – Measurement will be by Lump Sum.

E. Item A-05 – Electrical and Instrumentation Improvements, including all appurtenant work, complete as specified and indicated in the Drawings.

1. Description – This item shall include but not be limited to the installation of all instrumentation, SCADA, start-up and testing, and all other electrical items to include furnishing all labor, materials, tools, equipment and incidentals required.

2. Payment of the full lump sum price shall be paid for the work performed and in accordance with the Schedule of Values. Payment shall constitute full compensation to the Contractor for furnishing all: labor, equipment, tools, and materials; and for

Measurement and Basis for Payment 01 29 01 - 3 performing all operations required to furnish to the Owner the project, complete in place, as specified and as indicated on the Contract Drawings and Specifications.

3. Measurement – Measurement will be by Lump Sum.

F. Item A-06 – Site Civil Improvements, including all appurtenant work, complete as specified and indicated in the Drawings.

1. Description – This item shall include but not be limited to the installation of a drainage channel, and replacement of existing fence to include furnishing all labor, materials, tools, equipment, and incidentals required.

2. Payment of the full lump sum price shall be paid for the work performed and in accordance with the Schedule of Values. Payment shall constitute full compensation to the Contractor for furnishing all: labor, equipment, tools, and materials; and for performing all operations required to furnish to the Owner the project, complete in place, as specified and as indicated on the Contract Drawings and Specifications.

3. Measurement – Measurement will be by Lump Sum.

1.05 MEASUREMENT AND BASIS FOR PAYMENT FOR EXTRA WORK ITEMS

A. Item F-01 – Additional Grinding:

1. Description – This item shall be for furnishing all labor, materials, tools, equipment, and incidentals required for Additional Grinding of any unidentified irregular surfaces, not included in other items of work, identified by the Contractor and authorized by the Owner’s Representative. Irregular surfaces shall be removed from all surfaces of the tank by grinding these irregular surfaces in accordance with the specifications. Work includes all required effort to prepare the surface for coatings. Unit cost includes all resources, equipment, and materials to complete the work. Work approved is inclusive to the project schedule and agreement. No additional time will be allowed to complete work approved by this item. Contractor must notify Owner’s Representative of area where additional grinding is required prior to work.

2. Measurement – Measurement will be by the number of grinding man-hours on the tank interior and shall be paid for by the unit price per hour listed on the Bid proposal.

B. Item F-02 – Miscellaneous Welding

1. Description – All areas where welding is required to provide an improvement or repair that is not identified as part of another item of work must be identified by the Contractor and authorized by the Owner’s Representative. Welding includes all preparation, materials, labor, equipment, and incidentals to complete welding on all metal materials and preparing welds and additional steel for coatings. Work approved is inclusive to the project schedule and agreement. No additional time will be allowed to complete work approved by this item. Contractor must notify Owner’s Representative of area where additional welding is required prior to work.

2. Measurement – Measurement will be by the number of hours (inclusive of all resources, equipment, and incidentals), including all welding, equipment, rigging, labor, supplies, overhead, insurance, and profit. The number of unanticipated additional hours shall be paid for by the unit price per hour listed on the Bid Proposal.

Measurement and Basis for Payment 01 29 01 - 4

C. Item F-03 – Seam Welding:

1. Description – All areas of apparent seam deterioration shall be initially abrasive blast cleaned, and any seam corrosion or undercut identified by the Contractor and authorized by the Owner’s Representative shall be repaired by arc-gouging and welding. Work includes all required effort to prepare welds for coatings. Unit cost includes all resources, equipment, and materials to complete the work. Work approved is inclusive to the project schedule and agreement. No additional time will be allowed to complete work approved by this item. Contractor must notify Owner’s Representative of area where additional seam welding is required prior to work. This item shall be for furnishing all labor, materials, tools, equipment, and incidentals required for Seam Welding all areas of apparent seam deterioration.

2. Measurement – Measurement will be by the number of linear feet of seam welding and shall be paid for by the unit price per linear foot listed on the Bid Proposal.

D. Item F-04 – Pit Welding:

1. Description – All areas of apparent pitting must be initially abrasive blast cleaned, and any pits identified for pit welding by the Contractor and authorized by the Owner’s Representative shall be repaired by welding. Any pits less than 1 square inch in area will be counted as 1 square inch. Work includes all required effort to prepare the filled surface and/or welds for coatings. Unit cost includes all resources, equipment and materials to complete the work. Work approved is inclusive to the project schedule and agreement. No additional time will be allowed to complete work approved by this item. Contractor must notify Owner’s Representative of area where additional pt welding is required prior to work. This item shall be for furnishing all labor, materials, tools, equipment, and incidentals required for Pit Welding all areas of apparent pitting.

2. Measurement – Measurement will be by the number of square inches of pit area filled by welding and paid for by the unit price per square inch listed on the Bid Proposal.

Any pit less than 1 square inch in area shall be counted as 1 square inch.

E. Item F-05 – Patch Plates (6”-12” square or round)

1. Description – This item shall be for furnishing all labor, materials, tools, equipment, and incidentals required to install patch plates after initial abrasive blast cleaning.

Patch plates will be installed as identified by the Contractor and authorized by the Owner’s Representative. Item includes all preparation, materials, labor, equipment, and incidentals to complete the installation of the patch plate. Work approved is inclusive to the project schedule and agreement. No additional time will be allowed to complete work approved by this item. Contractor must notify Owner’s Representative of area where patch plate is required prior to work.

2. Measurement – Measurement will be by the number of each patch plate (6”-12” square or round) as listed on the Bid Proposal.

F. Item F-06 – 12-inch Altitude Valve

1. Description – This item shall be for furnishing all labor, materials, tools, equipment, and incidentals required to install the replacement Altitude Valve on the project site.

Altitude valves shall be installed as identified on the plans and shall match the corresponding model number specified. This item includes all piping modifications, Measurement and Basis for Payment 01 29 01 - 5 flange coupling adapter installations, coupling replacements, and associated installation within the valve vault required to complete the work. All preparation, materials, labor, equipment, and incidentals necessary to complete the installation of the altitude valve assembly shall be included. Work approved is inclusive to the project schedule and agreement. No additional time will be allowed to complete work approved by this item.

2. Measurement – Measurement will be by Lump Sum.

G. Item F-07 – Tower Demolition, including all appurtenant work, complete as specified and indicated in the Drawings.

1. Description – This item shall include but not be limited to the demolition of a lattice transmission tower, including furnishing all labor, materials, tools, equipment, and incidentals required.

2. Payment of the full lump sum price shall be paid for the work performed and in accordance with the Schedule of Values. Payment shall constitute full compensation to the Contractor for furnishing all: labor, equipment, tools, and materials; and for performing all operations required to furnish to the Owner the project, complete in place, as specified and as indicated on the Contract Drawings and Specifications.

3. Measurement – Measurement will be by Lump Sum.

PART 2 - PRODUCTS (NOT USED)

Project Management and Coordination 01 31 00 - 1

01 31 00 PROJECT MANAGEMENT AND COORDINATION

PART 1 - GENERAL

1.01 SUMMARY

A. Furnish resources required to complete the Project in accordance with the Contract Documents and within the Contract Times.

B. Construct Project in accordance with current safety practices.

C. Manage Site to allow access to Site and control construction operations.

D. Construct temporary facilities to provide and maintain control over environmental conditions at the Site. Remove temporary facilities when no longer needed.

E. Provide temporary controls for pollution, management of water, and management of excess earth as required in Section 01 57 00 “Temporary Controls.”

1.02 STANDARDS

A. Perform Work to comply with:

1. Requirements of the Contract Documents;

2. Laws and Regulations; and

3. Specified industry standards.

1.03 DOCUMENTATION

A. Provide documents in accordance with Section 01 33 00 “Document Management.”

B. Provide copies of Supplier’s printed storage instructions prior to…