25.256 WHA Ulbrich Heights Kitchen Renovations BID.pdf

PROJECT MANUAL

WALLINGFORD HOUSING AUTHORITY

CONNECTICUT

KITCHEN RENOVATIONS

ULBRICH HEIGHTS HOUSING COMPLEX

WHARTON BROOK DRIVE, LOUIS CIRCLE & TREMPER DRIVE

WALLINGFORD, CT 06492

CHFA CONTRACT #21-302

S/P+A PROJECT #25.256

VOLUME 1 OF 1

Affirmative Action/Equal Opportunity Employer

MBE’s, WBE’s, SBE’s and Section 3 designated enterprises are encouraged to apply

CD Submission: January 14, 2026 Issued for Bid: March 6, 2026

Architects | Engineers | Interiors Silver Petrucelli + Associates, Inc.

3190 Whitney Avenue, Hamden, CT 06518 311 State Street, New London, CT 06320

TABLE OF CONTENTS

(STATE FUNDING ONLY)

KITCHEN RENOVATIONS

AT

ULBRICH HEIGHTS HOUSING COMPLEX

FOR

THE WALLINGFORD HOUSING AUTHORITY

Released Date: 06/15/2026

Section 1: Solicitation

1.1 Notice of Bid

Section 2: Instructions & Information

2.1 Information for Bidders

2.2 AIA Document A701 – Instructions to Bidders

Section 3: Conditions

3.1 AIA Document A201 – General Conditions of the Contract for Construction

3.2 Special Conditions of the Contract for Construction

3.3 DOH Program Requirements

3.4 CHFA Construction Guidelines - Construction Costs (2026)

3.5 CHFA Insurance Requirements

Section 4: Bid Documents

The following documents (4.1 – 4.9) must be submitted with the bid

4.1 Bid Form

4.2 AIA Document A310 – Bid Bond w/ Original Power of Attorney

4.3 Certification of Bidder Regarding Equal Employment Opportunity

4.4 Non-Collusion Affidavit of Prime Bidder

4.5 Contractors Certification Regarding OSHA

4.6 AIA Document A305 – Contractor’s Qualification Statement w/ Exhibits A – E

4.7 DOH State-Funded Supplementary Conditions (2023)

4.8 CHFA Pre-Construction Guidelines (2026)

4.9 Required Bid Document Checklist

Section 5: CHRO Regulations & Related Forms

5.1 Important Updates to State Contract Compliance Requirements

5.2 Good Faith Efforts by Self-Performing MBEs

5.3 Good Faith Efforts Guidance

5.4 Notice Regarding Record Retention

5.5 Policy on Contractor Retainage

5.6 Non-Discrimination Laws Executive Orders

Section 6: Contract Documents

6.1 AIA Document A102 – 2017 – Standard Form of Agreement Between Owner and Contractor

6.2 AIA Document A312 – Performance Bond

6.3 AIA Document A312 – Payment Bond

6.4 SAMPLE Notice to Proceed

Section 7: Subcontractor Forms

7.1 Request for Acceptance of Subcontractor

7.2 Subcontractor’s Certification Regarding Equal Employment Opportunity

7.3 Non-Collusion Affidavit of Subcontractor

7.4 Subcontractors Certification Regarding OSHA

Section 8: Prevailing Wage Documents & Forms

8.1 CTDOL Minimum Rates and Classifications

8.2 Payroll Certification Form

8.3 Sample Completed Payroll Certification Form

8.4 Prevailing Wage Law Poster

8.5 Section 31-53b

8.6 Information Bulletin - Occupational Classifications June 22

8.7 Notice to All Mason Contractors

8.8 CT General Statute 31-55a

8.9 Contracting Agency Certification Form - CT General Statute 31-55a

8.10 Contractors Wage Certification Form

8.11 Informational Bulletin

8.12 Footnotes 7-1-2025

Section 9: Payment Forms

9.1 Exploded trade Payment Breakdown (Blank)

9.2 Waiver of Lien

9.3 CHFA Retainage Reduction Release Requirements

SCHEDULE OF EVENTS:

Pre-bid Conference 06/24/2026 @ 11:00am Last Day for Questions 07/07/2026 Final Addendum 07/10/2026 Bid Opening 07/14/2026 @ 2:00pm

Wallingford Housing Authority

CHFA – 22-305

CDBG 2022 – SC22-146-01-A

Kitchen Renovations at Ulbrich Heights

NOTICE OF BID

Sealed bids are invited and will be received by the Wallingford Housing Authority, until 2pm on Tuesday July 14, 2026 in the Office of the Wallingford Housing Authority, 45 Tremper Drive, Wallingford CT 06492, at which time and place they will be publicly opened and read aloud. Proposals must be submitted on the forms provided and in a sealed envelope plainly marked with the appropriate title.

“Kitchen Renovations at Ulbrich Heights for the Wallingford Housing Authority”. A MANDATORY pre-bid conference will be held at the project site, 37 Wharton Brook Drive, Wallingford, CT 06492 on Wednesday, June 24, 2026, at 11AM. All prospective bidders are required to attend. A satisfactory Bid Bond or Certified Check, in an amount equal to five percent (5%) of the base bid, shall be submitted with each bid. The Bid Bond shall be made payable to the Wallingford Housing Authority and shall be properly executed by the Bidder. A one hundred percent (100%) Performance, Labor and Material Bond is also required. All sureties must be listed on the most recent IRS circular 570 and registered in the State of Connecticut. This project is funded by the CT State Sponsored Housing Portfolio (SSHP) Grant Program and Connecticut Housing Finance Authority (CHFA). Requirements include compliance with the Equal Employment Opportunity provisions of Executive Order 11246; Non- Discrimination Provisions of Title VI of the Civil Rights Act of 1964, DOH Program Requirements, Prevailing Wage determinations as issued by the Connecticut Department of Labor, and other provisions outlined in the bid documents. Contract Documents including plans and specifications can be viewed online June 15, 2026 and purchased from Advanced Reprographics Plan Room website, Visit http://www.advancedplanroom.com/ select “Public Jobs” and select “Kitchen Renovations at Ulbrich Heights for the Wallingford HA”. Note: Each bidder is responsible for checking the Plan Room to determine if any addenda have been issued. Bids, to receive consideration, must be in the hands of the authorized representative, no later than the day and hour mentioned above. The Wallingford Housing Authority reserves the right to accept or reject any or all bids; to waive any informalities, or; to accept any bid deemed in the best interests of the Wallingford Housing Authority.

All bids will be considered valid for a period of sixty (60) days. The Contractor who is selected to perform this State project must comply with CONN. GEN. STAT. §§ 4a-60, 4a-60g, and 46a-68b through 46a-68f. State law requires a minimum spending allocation goal of twenty-five (25%) percent of the state-funded portion of the contract for award to subcontractors holding current certification from the Connecticut Department of Administrative Services (“DAS”) under the provisions of CONN. GEN.

STAT. § 4a-60g. (25% of the total state-funded value with DAS-certified Small Businesses and 6.25% of the total state-funded value with DAS-certified Minority-, Women-, and/or Disabled-owned Businesses.) The Contractor must demonstrate good faith effort to meet the spending allocation goals.

AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

MBE’s, WBE’s, SBE’s DESIGNATED ENTERPRISES ARE

ENCOURAGED TO APPLY

http://www.advancedplanroom.com/

INFORMATION FOR BIDDERS

Kitchen Renovations at Ulbrich Heights for the Wallingford Housing Authority

1. RECEIPT AND OPENING OF BIDS:

The Wallingford Housing Authority hereinafter referred to as the Owner, invites bids on the forms attached hereto. All blanks must be appropriately filled in. Bids will be received by The Wallingford Housing Authority, 45 Tremper Drive, Wallingford, CT 06492, 2:00PM on 07/14/2026, and then at said office publicly opened and read aloud.

The envelopes containing the bids must be sealed, addressed to Ron, Canalia, Executive Director The Wallingford Housing Authority, 45 Tremper Drive, Wallingford, CT 06492 and designated as Bid for the Wallingford Housing Authority Kitchen Renovations at Ulbrich Heights.

The Owner may consider informal any bid not prepared and submitted in accordance with the provisions hereof and may waive any informalities or reject all bids. Any bid may be withdrawn prior to the above scheduled time for the opening of bids or the authorized postponement thereof. Any bid received after the time and date specified shall not be considered. No bidder may withdraw a bid within sixty (60) days after the actual date of the opening thereof. The Owner may accept or reject any or all bids or any or all portions of bidders and take any action deemed to be in its best interest.

2. REQUIREMENTS:

While all parts of the General Conditions are contractually binding, Bidders are directed to pay particular attention to the following sections and regulatory requirements:

• Insurance Requirements: (Refer to Sections 3.2, 3.4, & 3.5)

• Prevailing Wage Rate Requirements: (Refer to Sections 8.1 – 8.12)

• CHRO Requirements: (Refer to Sections 5.1 – 5.6)

• OSHA Compliance Requirements: (Refer to Sections 4.5 & 7.4)

The GC is responsible for the construction or development of a property, pursuant to the terms of a primary contract with the owner/developer. The GC is responsible for all means and methods such as materials, vehicles, tools, and labor used in the construction of the project, in accordance with the contract documents such as construction contract, schedule, general conditions, material/systems specifications, and drawings prepared by the Architect. The GC manages the construction process, including planning, staffing, organizing, budgeting, scheduling, and supervision.

A. General Requirements, Overhead, and Profit Maximums

CHFA requires a GC Cost Certification at the end of the project and General Requirements shall not exceed six percent (6%), Overhead shall not exceed two percent (2%), and Profit shall not exceed six percent (6%), per CHFA Procedures.

Contractors with Identity of Interest with the Developer will be capped at eleven percent (11%) total for Overhead, Profit, and General Requirements with Profit capped at five percent (5%).

The Contractor shall include the cost of a General Contractor’s Cost Certification prepared by an independent, third-party CPA in the construction contract amount. This cost for the GC Cost Certification shall be carried within the Overhead percentage for the project with a maximum of two percent (2%) per CHFA Procedures.

Per CHFA Construction Guidelines, the following maximum percentages apply to both the General Contractor (GC) and Subcontractors, calculated based on Total Hard Costs:

Category Maximum Percentage General Requirements 6% Overhead 2% Profit 6%

B. General Contractor Cost Certification

The GC shall include the cost of a General Contractor’s Cost Certification in the total contract amount. This certification must be prepared by an independent, third-party CPA.

• Per CHFA procedures, this cost must be carried within the two percent (2%) Overhead allocation.

• For detailed guidance, refer to the Cost Certification Preparation Guidelines on the CHFA website.

C. Cost Savings and Betterments

• Any hard cost savings realized during or upon completion of construction shall be utilized for project betterments.

• Savings must be credited to the Construction Contingency via credit change order.

• The Owner retains full control over the allocation of these savings.

• Project savings may not be reallocated as Profit, as the six percent (6%) maximum fee is a fixed ceiling.

• Savings may be recaptured by DOH.

D. Prevailing Wage Updates

• Each contractor for a construction contract subject to prevailing wage under C.G.S. § 31- 53c shall annually contact the Department of Labor for updated prevailing wage rates to be effective each July first for the duration of the contract. (C.G.S. § 31-55a).

• This project is subject to prevailing wage increases on an annual basis per CT DOL’s prevailing wage determination effective July 1st annual.

E. Assignability

In accordance with CHFA Construction Guidelines, this Contract must be made assignable to CHFA and shall include dates for commencement and completion of construction, and provisions for liquidated damages and/or early completion incentives (if any), progress payments and reduction of retainage.

F. Retainage

A five percent (5%) retainage will be withheld from all progress payments, including trade items, general requirements, overhead, and profit, as per CHFA Pre-Construction Guidelines.

All line items within the Project Cost summary shall be subject to withholding of retainage with an exception for Building Permit Fees and Bond Premium.

G. Stored Materials

• Requests for payment of stored materials must be submitted and approved prior to closing. The GC must complete the Stored Inventory Request Form. CHFA will only pay for stored materials in very specific circumstances.

• Stored materials will generally be funded by CHFA only if there is a long lead-time.

Site-specific items include precast concrete, structural steel, elevators, and large project-specific mechanical equipment. Acceptable storage space with appropriate security measures must be available on-site. Off-site storage anywhere other than a manufacturer’s facility is unacceptable. Such funding is not meant to finance contractors for materials easily obtained and readily incorporated into the work. The Development Team must submit a request noting the list of items and a rationale for specific items to be considered for funding as stored materials prior to the start of construction. CHFA will consider such requests on a case-by-case basis. *Please note that CHFA will not consider any cost escalation on already approved stored materials. All additional cost will be the Owner’s responsibility.

• The GC must submit a formal request for review and approval by CHFA Architectural & Construction Services (ACS).

• Approved materials must be explicitly listed in a contract exhibit.

• Refer to the previously supplied Stored Materials Request Form and CHFA Pre-

Construction Guidelines for specific criteria.

H. Project Meetings

• OAC Meetings: The GC shall participate in weekly Owner-Architect-Contractor (OAC) meetings, chaired and documented by the Architect of Record. The Contractor shall attend weekly job meetings (and such other meetings as may be reasonably requested from time to time) with the Architect. The Contractor shall be represented by a principal, project manager, general superintendent, or other authorized representative if requested by the Owner or Architect, as well as by its own superintendent. An authorized representative of any Subcontractor or sub-subcontractor shall attend such meetings if the presence of such representative is requested by the Architect or Owner. Such representatives shall be empowered to make binding commitments on all matters to be discussed at such meetings, including costs, payments, change orders, time schedules, and manpower. Any notices required under the Contract may be served on such representatives.

• Subcontractor Meetings: The GC is required to hold weekly job meetings with all active subcontractors.

3. PREPARATION OF BID:

Each bid must be submitted on the prescribed form. All blank spaces for bid prices must be filled in, in ink or typewritten, in both words and figures.

Each bid must be submitted in a sealed envelope bearing on the outside, the name of the bidder, his address, and the name of the project and bid number for which the bid is submitted. If forwarded by mail, the sealed envelope containing the bid must be enclosed in another envelope addressed as specified in the paragraph above.

Only complete bids will be accepted. For a bid to be complete, it must include all the following.

4.1 Bid Form

4.2 AIA Document A310 – Bid Bond w/ Original Power of Attorney

4.3 Certification of Bidder Regarding Equal Employment Opportunity

4.4 Non-Collusion Affidavit of Prime Bidder

4.5 Contractors Certification Regarding OSHA

4.6 AIA Document A305 – Contractor’s Qualification Statement w/ Exhibits A – E

4.7 DOH State-Funded Supplementary Conditions

4.8 CHFA Pre-Construction Guidelines

4.9 Required Bid Document Checklist

Definitions

A. Bidding Documents include the Bidding Requirements and the proposed Contract Documents.

The Bidding Requirements consist of the Advertisement or Invitation to Bid, Instructions to Bidders, Supplementary Instructions to Bidders, the Bid Form, and other sample bidding and contract forms authorized in this section. The proposed Contract Documents consist of the form of Agreement between the Owner and Contractor, Conditions of the Contract (General, Supplementary, and other Conditions), Drawings, Specifications, and all Addenda issued prior to execution of the Contract.

B. Addenda are written or graphic instruments issued by the Architect prior to receipt of bids which modify or interpret the Bidding Documents by additions, deletions, clarifications, or corrections.

C. A Bid is a complete and properly executed proposal to do the Work for the sums stipulated therein, submitted in accordance with the Bidding Documents.

D. The Base Bid is the sum stated in the Bid for which the Bidder offers to perform the Work described in the Bidding Documents as the base, to which Work may be added or from which Work may be deleted for sums stated in Alternate Bids.

E. An Alternate Bid (or Alternate) is an amount stated in the Bid to be added to or deducted from the amount of the Base Bid if the corresponding change in the Work, as described in the Bidding Documents, is accepted.

F. A Unit Price is an amount stated in the Bid as a price per unit of Measurement for materials, equipment, or services for a portion of the Work as described in the Bidding Documents.

G. A Bidder is a person or entity who submits a Bid and who meets the requirements set forth in the Bidding Documents.

Bid Award

The Owner may award the bid to the responsive and responsible bidder whose bid, conforming with all the material, terms, and conditions of the invitation for bids, is the lowest in price, and meets the bid submission requirements noted herein.

Bid award is subject to the terms and conditions of 24 CFR PAT 85.36 (d) (2) for sealed bid projects.

Award will be based on the Base Bid plus any add/deduct alternates as selected by the Owner if funds are available.

4. SUBCONTRACTS:

The bidder is specifically advised that any person, firm, or other party to whom it is proposed to award a subcontract under this contract must:

A. Be acceptable to the Owner (see Request for Acceptance of Subcontractor).

B. Submit form entitled “Certification of Proposed Subcontractor Regarding Equal Employment Opportunity”.

C. Submit form entitled “Non-Collusion Affidavit of Subcontractor”.

D. Subcontractor Certification Regarding OSHA.

E. Copy of State of CT License (if Applicable)

Approval of the proposed subcontract award cannot be given by the Owner unless and until the proposed contractor has submitted the certification forms and/or other evidence showing that it has fully complied with any reporting and compliance requirements to which it is or was subject.

Although the bidder is not required to attach such Certifications by proposed subcontractors to his bid, the bidder is hereby advised of this requirement so that appropriate action can be taken to prevent subsequent delay in contract and subcontract awards and notices to proceed.

5. QUALIFICATIONS OF BIDDER:

The Owner may make whatever investigations it deems necessary to determine the ability of the bidder to perform the work, and the bidder shall furnish to the Owner all information and data for this purpose as the Owner may request. The Owner reserves the right to reject any bid if the evidence submitted by, or investigation of, the bidder fails to satisfy the Owner that the bidder is properly qualified to carry out the obligations of the contract and to complete the work contemplated therein.

Conditional bids will not be accepted.

The Bidder certifies that by their submission of its bid for the project, it has the proper and appropriate current licenses and certifications for itself as well as its subcontractors and/or employees to perform the work as required by Connecticut State Statues and will maintain such licensing and certifications for itself and its subcontractors/employees for the duration of the project.

6. BID SECURITY:

Each bid must be accompanied by a certified check of the bidder, or a bid bond prepared on the approved provided by the Surety, duly executed by the bidder as principal and having a surety thereon approved by the Owner, in the amount of five percent (5%) of the bid. Checks or bid bonds shall be returned to all but the three (3) lowest bidders within seven (7) days after the opening of the bids, and the remaining checks or bid bonds will be returned promptly after the Owner and the accepted bidder have executed the contract, or if no award has been made, within sixty (60) days after the date of the opening of the bids, upon demand of the bidder at any time thereafter, so long as he has not been notified of the acceptance of his bid.

7. LIQUIDATED DAMAGES FOR FAILURE TO ENTER INTO CONTRACT:

The successful bidder, upon his failure or refusal to execute and deliver the contract, bonds, and certificates of insurance required within ten (10) days after he has received notice of the acceptance of his bid, shall forfeit to the Owner, as liquidated damages for such failure or refusal, the security deposited with his bid.

8. TIME OF COMPLETION AND LIQUIDATED DAMAGES:

The bidder must agree to commence work on or before a date to be specified in a written "Notice To Proceed" of the Owner and to fully complete the project within three hundred sixty-five (365) consecutive calendar days thereafter. The bidder must agree also to pay as liquidated damages, the sum of Two Hundred Fifty Dollars ($250.00) for each consecutive calendar day thereafter.

9. CONDITIONS OF WORK:

Each bidder must inform himself fully of the conditions relating to the construction of the project and the employment of labor thereon. Failure to do so will not relieve a successful bidder of his obligation to furnish all material and labor necessary to carry out the provisions of his contract. Insofar as possible, the Contractor in carrying out his work must employ such methods or means as will cause the least interruption of or interference with the work of any other contractor.

9. HOURS OF WORK:

Work shall be accomplished between the hours of 8:00 a.m. and 4:00 p.m., Monday through Friday unless otherwise stipulated by the Owner. Work required at any other time is to be arranged and approved by the Owner.

10. ADDENDA AND INTERPRETATIONS:

No interpretation of the meaning of the plans, specifications, or other pre-bid documents will be made to any bidder orally. Every request for such interpretation must be in writing and addressed to Rebecca Bouchard, Silver/Petrucelli + Associates, Inc., 3190 Whitney Avenue, Hamden, CT 06518; or email at: rbouchard@silverpetrucelli.com and, to be given consideration, must be received no later than 5PM on Tuesday, July 7, 2026. All such interpretations and any supplemental instructions will be in the form of written addenda to the Contract Documents, which, if issued, will be posted on Advanced Reprographics’ Plan Room, not later than 5PM on Friday July 10, 2026.

Each bidder is responsible for checking the Plan Room to determine if any addenda have been issued.

Failure of any bidder to receive any such addenda or interpretation shall not relieve such bidder from any obligation under his bid as submitted. All addenda so issued shall become part of the contract documents.

mailto:rbouchard@silverpetrucelli.com

Bidder’s acknowledgement of an addendum will confirm their bid submitted is in compliance with the current state wage rates for the project.

11. SECURITY FOR FAITHFUL PERFORMANCE:

Simultaneously with his delivery of the executed contract, the Contractor shall furnish a one hundred percent (100%) surety bond or bonds as security of faithful performance of his contract and for the payment of all persons performing labor on the project under this contract and furnishing materials in connection with this contract, as specified in the General Conditions included herein. The surety on such bonds shall be a duly authorized surety company satisfactory to the Owner and listed in the Department of Treasury's Listing of Approved Sureties (Circular 570).

12. POWER OF ATTORNEY:

Attorneys-in-fact who sign bid bonds or contract bonds must file with each bond a certified and effectively dated copy of their power of attorney.

13. LAWS AND REGULATIONS:

The bidders' attention is directed to the fact that all applicable State laws, municipal ordinances, and the rules and regulations of all authorities having jurisdiction over the construction of the project shall apply to the contract throughout, and they are considered included in the contract the same as though they were written out in full.

14. SALES TAX AND PERMIT FEES

Sales Tax – The Contractor shall purchase all materials and supplies required for completion of the contract pursuant to regulations of the Connecticut Department of Revenue Services. Prices stated in the Bid shall not include any charge for any Sales or Use Taxes. The Housing Authority is Tax Exempt.

Permit Fees – The Contractor shall familiarize himself with and abide by all requirements of any/all permits to be issued in conjunction with the work required under this contract. The Contractor shall be responsible for notifying any/all regulating agencies prior to work as described in each permit.

Bidders must include all permit fees in their proposal unless a written waiver is provided by the Authority Having Jurisdiction (AHJ).

15. OBLIGATION OF BIDDER:

At the time of the opening of the bids, each bidder will be presumed to have inspected the site and to have read and be thoroughly familiar with the plans and the contract documents (including all addenda). The failure or omission of a bidder to examine the site or any form, instrument or document shall in no way relieve the bidder from any obligation with respect to his bid.

16. HIRING OF LOCAL LABOR:

This section emphasizes that every contractor and subcontractor undertaking to do work on any DOH assisted project shall employ to the maximum extent practical, in carrying out the work under this contract, qualified persons who regularly reside in the designated area where such project is located.

For the purposes of this contract, the designated area is New Haven MSA.

The Contractor will be responsible for assuring that his subcontractors comply with this goal.

17. AFFIRMATIVE ACTION REQUIREMENTS:

This contract is subject to all Federal and State Affirmative Action regulations. The Contractor will be required to comply with those regulations. This includes the documentation listed below and included within the contract.

• An Affirmative Action Policy Statement must be submitted to the Owner or their agent from each Contractor receiving funds in the amount of $500,000 or less under the grant.

• For each contractor with a contract in excess of $150,000, the contractor must submit a Good Faith Efforts Plan to the Connecticut Commission on Human Rights and Opportunities (CHRO) with a copy to the Owner or their agent. Contractors should forward a copy of CHRO’s approval to the Owner or their agent.

AIA

Document A701® – 2018 Instructions to Bidders

AIA Document A701 – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 12:16:24 ET on 12/06/2024 under Order No.4104242768 which expires on 02/28/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com.

User Notes: (2019653175)

ADDITIONS AND DELETIONS:

The author of this document has added information needed for its completion.

The author may also have revised the text of the original AIA standard form.

An Additions and Deletions Report that notes added information as well as revisions to the standard form text is available from the author and should be reviewed.

This document has important legal consequences.

Consultation with an attorney is encouraged with respect to its completion or modification.

FEDERAL, STATE, AND LOCAL

LAWS MAY IMPOSE

REQUIREMENTS ON PUBLIC

PROCUREMENT CONTRACTS.

CONSULT LOCAL AUTHORITIES

OR AN ATTORNEY TO VERIFY

REQUIREMENTS APPLICABLE TO

THIS PROCUREMENT BEFORE

COMPLETING THIS FORM.

It is intended that AIA Document G612™–2017, Owner’s Instructions to the Architect, Parts A and B will be completed prior to using this document.

ELECTRONIC COPYING of any portion of this AIA® Document to another electronic file is prohibited and constitutes a violation of copyright laws as set forth in the footer of this document.

for the following Project:

(Name, location, and detailed description)

THE OWNER:

(Name, legal status, address, and other information)

THE ARCHITECT:

(Name, legal status, address, and other information)

TABLE OF ARTICLES

1 DEFINITIONS

2 BIDDER’S REPRESENTATIONS

3 BIDDING DOCUMENTS

4 BIDDING PROCEDURES

5 CONSIDERATION OF BIDS

6 POST-BID INFORMATION

7 PERFORMANCE BOND AND PAYMENT BOND

8 ENUMERATION OF THE PROPOSED CONTRACT DOCUMENTS

AIA Document A701 – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 12:16:24 ET on 12/06/2024 under Order No.4104242768 which expires on 02/28/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report

ARTICLE 1 DEFINITIONS

§ 1.1 Bidding Documents include the Bidding Requirements and the Proposed Contract Documents. The Bidding Requirements consist of the advertisement or invitation to bid, Instructions to Bidders, supplementary instructions to bidders, the bid form, and any other bidding forms. The Proposed Contract Documents consist of the unexecuted form of Agreement between the Owner and Contractor and that Agreement’s Exhibits, Conditions of the Contract (General, Supplementary and other Conditions), Drawings, Specifications, all Addenda, and all other documents enumerated in Article 8 of these Instructions.

§ 1.2 Definitions set forth in the General Conditions of the Contract for Construction, or in other Proposed Contract Documents apply to the Bidding Documents.

§ 1.3 Addenda are written or graphic instruments issued by the Architect, which, by additions, deletions, clarifications, or corrections, modify or interpret the Bidding Documents.

§ 1.4 A Bid is a complete and properly executed proposal to do the Work for the sums stipulated therein, submitted in accordance with the Bidding Documents.

§ 1.5 The Base Bid is the sum stated in the Bid for which the Bidder offers to perform the Work described in the Bidding Documents, to which Work may be added or deleted by sums stated in Alternate Bids.

§ 1.6 An Alternate Bid (or Alternate) is an amount stated in the Bid to be added to or deducted from, or that does not change, the Base Bid if the corresponding change in the Work, as described in the Bidding Documents, is accepted.

§ 1.7 A Unit Price is an amount stated in the Bid as a price per unit of measurement for materials, equipment, or services, or a portion of the Work, as described in the Bidding Documents.

§ 1.8 A Bidder is a person or entity who submits a Bid and who meets the requirements set forth in the Bidding Documents.

§ 1.9 A Sub-bidder is a person or entity who submits a bid to a Bidder for materials, equipment, or labor for a portion of the Work.

ARTICLE 2 BIDDER’S REPRESENTATIONS

§ 2.1 By submitting a Bid, the Bidder represents that:

.1 the Bidder has read and understands the Bidding Documents;

.2 the Bidder understands how the Bidding Documents relate to other portions of the Project, if any, being bid concurrently or presently under construction;

.3 the Bid complies with the Bidding Documents;

.4 the Bidder has visited the site, become familiar with local conditions under which the Work is to be performed, and has correlated the Bidder’s observations with the requirements of the Proposed Contract Documents;

.5 the Bid is based upon the materials, equipment, and systems required by the Bidding Documents without exception; and

.6 the Bidder has read and understands the provisions for liquidated damages, if any, set forth in the form of Agreement between the Owner and Contractor.

ARTICLE 3 BIDDING DOCUMENTS

§ 3.1 Distribution § 3.1.1 Bidders shall obtain complete Bidding Documents, as indicated below, from the issuing office designated in the advertisement or invitation to bid, for the deposit sum, if any, stated therein.

(Indicate how, such as by email, website, host site/platform, paper copy, or other method Bidders shall obtain Bidding Documents.)

§ 3.1.2 Any required deposit shall be refunded to Bidders who submit a bona fide Bid and return the paper Bidding Documents in good condition within ten days after receipt of Bids. The cost to replace missing or damaged paper

AIA Document A701 – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 12:16:24 ET on 12/06/2024 under Order No.4104242768 which expires on 02/28/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report documents will be deducted from the deposit. A Bidder receiving a Contract award may retain the paper Bidding Documents, and the Bidder’s deposit will be refunded.

§ 3.1.3 Bidding Documents will not be issued directly to Sub-bidders unless specifically offered in the advertisement or invitation to bid, or in supplementary instructions to bidders.

§ 3.1.4 Bidders shall use complete Bidding Documents in preparing Bids. Neither the Owner nor Architect assumes responsibility for errors or misinterpretations resulting from the use of incomplete Bidding Documents.

§ 3.1.5 The Bidding Documents will be available for the sole purpose of obtaining Bids on the Work. No license or grant of use is conferred by distribution of the Bidding Documents.

§ 3.2 Modification or Interpretation of Bidding Documents § 3.2.1 The Bidder shall carefully study the Bidding Documents, shall examine the site and local conditions, and shall notify the Architect of errors, inconsistencies, or ambiguities discovered and request clarification or interpretation pursuant to Section 3.2.2.

§ 3.2.2 Requests for clarification or interpretation of the Bidding Documents shall be submitted by the Bidder in writing and shall be received by the Architect at least seven days prior to the date for receipt of Bids.

(Indicate how, such as by email, website, host site/platform, paper copy, or other method Bidders shall submit requests for clarification and interpretation.)

§ 3.2.3 Modifications and interpretations of the Bidding Documents shall be made by Addendum. Modifications and interpretations of the Bidding Documents made in any other manner shall not be binding, and Bidders shall not rely upon them.

§ 3.3 Substitutions § 3.3.1 The materials, products, and equipment described in the Bidding Documents establish a standard of required function, dimension, appearance, and quality to be met by any proposed substitution.

§ 3.3.2 Substitution Process § 3.3.2.1 Written requests for substitutions shall be received by the Architect at least ten days prior to the date for receipt of Bids. Requests shall be submitted in the same manner as that established for submitting clarifications and interpretations in Section 3.2.2.

§ 3.3.2.2 Bidders shall submit substitution requests on a Substitution Request Form if one is provided in the Bidding Documents.

§ 3.3.2.3 If a Substitution Request Form is not provided, requests shall include (1) the name of the material or equipment specified in the Bidding Documents; (2) the reason for the requested substitution; (3) a complete description of the proposed substitution including the name of the material or equipment proposed as the substitute, performance and test data, and relevant drawings; and (4) any other information necessary for an evaluation. The request shall include a statement setting forth changes in other materials, equipment, or other portions of the Work, including changes in the work of other contracts or the impact on any Project Certifications (such as LEED), that will result from incorporation of the proposed substitution.

§ 3.3.3 The burden of proof of the merit of the proposed substitution is upon the proposer. The Architect’s decision of approval or disapproval of a proposed substitution shall be final.

§ 3.3.4 If the Architect approves a proposed substitution prior to receipt of Bids, such approval shall be set forth in an Addendum. Approvals made in any other manner shall not be binding, and Bidders shall not rely upon them.

§ 3.3.5 No substitutions will be considered after the Contract award unless specifically provided for in the Contract Documents.

AIA Document A701 – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 12:16:24 ET on 12/06/2024 under Order No.4104242768 which expires on 02/28/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report

§ 3.4 Addenda § 3.4.1 Addenda will be transmitted to Bidders known by the issuing office to have received complete Bidding Documents.

(Indicate how, such as by email, website, host site/platform, paper copy, or other method Addenda will be transmitted.)

§ 3.4.2 Addenda will be available where Bidding Documents are on file.

§ 3.4.3 Addenda will be issued no later than four days prior to the date for receipt of Bids, except an Addendum withdrawing the request for Bids or one which includes postponement of the date for receipt of Bids.

§ 3.4.4 Prior to submitting a Bid, each Bidder shall ascertain that the Bidder has received all Addenda issued, and the Bidder shall acknowledge their receipt in the Bid.

ARTICLE 4 BIDDING PROCEDURES

§ 4.1 Preparation of Bids § 4.1.1 Bids shall be submitted on the forms included with or identified in the Bidding Documents.

§ 4.1.2 All blanks on the bid form shall be legibly executed. Paper bid forms shall be executed in a non-erasable medium.

§ 4.1.3 Sums shall be expressed in both words and numbers, unless noted otherwise on the bid form. In case of discrepancy, the amount entered in words shall govern.

§ 4.1.4 Edits to entries made on paper bid forms must be initialed by the signer of the Bid.

§ 4.1.5 All requested Alternates shall be bid. If no change in the Base Bid is required, enter “No Change” or as required by the bid form.

§ 4.1.6 Where two or more Bids for designated portions of the Work have been requested, the Bidder may, without forfeiture of the bid security, state the Bidder’s refusal to accept award of less than the combination of Bids stipulated by the Bidder. The Bidder shall neither make additional stipulations on the bid form nor qualify the Bid in any other manner.

§ 4.1.7 Each copy of the Bid shall state the legal name and legal status of the Bidder. As part of the documentation submitted with the Bid, the Bidder shall provide evidence of its legal authority to perform the Work in the jurisdiction where the Project is located. Each copy of the Bid shall be signed by the person or persons legally authorized to bind the Bidder to a contract. A Bid by a corporation shall further name the state of incorporation and have the corporate seal affixed. A Bid submitted by an agent shall have a current power of attorney attached, certifying the agent’s authority to bind the Bidder.

§ 4.1.8 A Bidder shall incur all costs associated with the preparation of its Bid.

§ 4.2 Bid Security § 4.2.1 Each Bid shall be accompanied by the following bid security:

(Insert the form and amount of bid security.)

§ 4.2.2 The Bidder pledges to enter into a Contract with the Owner on the terms stated in the Bid and shall, if required, furnish bonds covering the faithful performance of the Contract and payment of all obligations arising thereunder.

Should the Bidder refuse to enter into such Contract or fail to furnish such bonds if required, the amount of the bid security shall be forfeited to the Owner as liquidated damages, not as a penalty. In the event the Owner fails to comply with Section 6.2, the amount of the bid security shall not be forfeited to the Owner.

§ 4.2.3 If a surety bond is required as bid security, it shall be written on AIA Document A310™, Bid Bond, unless otherwise provided in the Bidding Documents. The attorney-in-fact who executes the bond on behalf of the surety shall

AIA Document A701 – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 12:16:24 ET on 12/06/2024 under Order No.4104242768 which expires on 02/28/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report affix to the bond a certified and current copy of an acceptable power of attorney. The Bidder shall provide surety bonds from a company or companies lawfully authorized to issue surety bonds in the jurisdiction where the Project is located.

§ 4.2.4 The Owner will have the right to retain the bid security of Bidders to whom an award is being considered until

(a) the Contract has been executed and bonds, if required, have been furnished; (b) the specified time has elapsed so that Bids may be withdrawn; or (c) all Bids have been rejected. However, if no Contract has been awarded or a Bidder has not been notified of the acceptance of its Bid, a Bidder may, beginning« »days after the opening of Bids, withdraw its Bid and request the return of its bid security.

§ 4.3 Submission of Bids § 4.3.1 A Bidder shall submit its Bid as indicated below:

(Indicate how, such as by website, host site/platform, paper copy, or other method Bidders shall submit their Bid.)

§ 4.3.2 Paper copies of the Bid, the bid security, and any other documents required to be submitted with the Bid shall be enclosed in a sealed opaque envelope. The envelope shall be addressed to the party receiving the Bids and shall be identified with the Project name, the Bidder’s name and address, and, if applicable, the designated portion of the Work for which the Bid is submitted. If the Bid is sent by mail, the sealed envelope shall be enclosed in a separate mailing envelope with the notation “SEALED BID ENCLOSED” on the face thereof.

§ 4.3.3 Bids shall be submitted by the date and time and at the place indicated in the invitation to bid. Bids submitted after the date and time for receipt of Bids, or at an incorrect place, will not be accepted.

§ 4.3.4 The Bidder shall assume full responsibility for timely delivery at the location designated for receipt of Bids.

§ 4.3.5 A Bid submitted by any method other than as provided in this Section 4.3 will not be accepted.

§ 4.4 Modification or Withdrawal of Bid § 4.4.1 Prior to the date and time designated for receipt of Bids, a Bidder may submit a new Bid to replace a Bid previously submitted, or withdraw its Bid entirely, by notice to the party designated to receive the Bids. Such notice shall be received and duly recorded by the receiving party on or before the date and time set for receipt of Bids. The receiving party shall verify that replaced or withdrawn Bids are removed from the other submitted Bids and not considered. Notice of submission of a replacement Bid or withdrawal of a Bid shall be worded so as not to reveal the amount of the original Bid.

§ 4.4.2 Withdrawn Bids may be resubmitted up to the date and time designated for the receipt of Bids in the same format as that established in Section 4.3, provided they fully conform with these Instructions to Bidders. Bid security shall be in an amount sufficient for the Bid as resubmitted.

§ 4.4.3 After the date and time designated for receipt of Bids, a Bidder who discovers that it made a clerical error in its Bid shall notify the Architect of such error within two days, or pursuant to a timeframe specified by the law of the jurisdiction where the Project is located, requesting withdrawal of its Bid. Upon providing evidence of such error to the reasonable satisfaction of the Architect, the Bid shall be withdrawn and not resubmitted. If a Bid is withdrawn pursuant to this Section 4.4.3, the bid security will be attended to as follows:

(State the terms and conditions, such as Bid rank, for returning or retaining the bid security.)

ARTICLE 5 CONSIDERATION OF BIDS

§ 5.1 Opening of Bids If stipulated in an advertisement or invitation to bid, or when otherwise required by law, Bids properly identified and received within the specified time limits will be publicly opened and read aloud. A summary of the Bids may be made available to Bidders.

§ 5.2 Rejection of Bids Unless otherwise prohibited by law, the Owner shall have the right to reject any or all Bids.

AIA Document A701 – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This draft was produced at 12:16:24 ET on 12/06/2024 under Order No.4104242768 which expires on 02/28/2025, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report

§ 5.3 Acceptance of Bid (Award) § 5.3.1 It is the intent of the Owner to award a Contract to the lowest responsive and responsible Bidder, provided the Bid has been submitted in accordance with the requirements of the Bidding Documents. Unless otherwise prohibited by law, the Owner shall have the right to waive informalities and irregularities in a Bid received and to accept the Bid which, in the Owner’s judgment, is in the Owner’s best interests.

§ 5.3.2 Unless otherwise prohibited by law, the Owner shall have the right to accept Alternates in any order or combination, unless otherwise specifically provided in the Bidding Documents, and to determine the lowest responsive and responsible Bidder on the basis of the sum of the Base Bid and Alternates accepted.

ARTICLE 6 POST-BID INFORMATION

§ 6.1 Contractor’s Qualification Statement Bidders to whom award of a Contract is under consideration shall submit to the Architect, upon request and within the timeframe specified by the Architect, a properly executed AIA Document A305™, Contractor’s Qualification Statement, unless such a Statement has been previously required and submitted for this Bid.

§ 6.2 Owner’s Financial Capability A Bidder to whom award of a Contract is under consideration may request in writing, fourteen days prior to the expiration of the time for withdrawal of Bids, that the Owner furnish to the Bidder reasonable evidence that financial arrangements have been made to fulfill the Owner’s obligations under the Contract. The Owner shall then furnish such reasonable evidence to the Bidder no later than seven days prior to the expiration of the time for withdrawal of Bids.

Unless such reasonable evidence is furnished within the allotted time, the Bidder will not be required to execute the Agreement between the Owner and Contractor.

§ 6.3 Submittals § 6.3.1 After notification of selection for the award of the Contract, the Bidder shall, as soon as practicable or as stipulated in the Bidding Documents, submit in writing to the Owner through the Architect:

.1 a designation of the Work to be performed with the Bidder's own forces;

.2 names of the principal products and systems proposed for the Work and the manufacturers and suppliers of each; and

.3 names of persons or entities (including those who are to furnish materials or equipment fabricated to a special design) proposed for the principal portions of the Work.

§ 6.3.2 The Bidder will be required to establish to the satisfaction of the Architect and Owner the reliability and responsibility of the persons or entities proposed to furnish and perform the Work described in the Bidding Documents.

§ 6.3.3 Prior to the execution of the Contract, the Architect will notify the Bidder if either the Owner or Architect, after due investigation, has reasonable objection to a person or entity proposed by the Bidder. If the Owner or Architect has reasonable objection to a proposed person or entity, the Bidder may, at the Bidder’s option, withdraw the Bid or submit an acceptable substitute person or entity. The Bidder may also submit any required adjustment in the Base Bid or Alternate Bid to account for the difference in cost occasioned by such substitution. The Owner may accept the adjusted bid price or disqualify the Bidder. In the event of either withdrawal or disqualification, bid security will not be forfeited.

§ 6.3.4 Persons and entities proposed by the Bidder and to whom the Owner and Architect have made no reasonable objection must be used on the Work for which they were proposed and shall not be changed except with the written consent of the Owner and Architect.

ARTICLE 7 PERFORMANCE BOND AND PAYMENT BOND

§ 7.1 Bond Requirements § 7.1.1 If stipulated in the Bidding Documents, the Bidder shall furnish bonds covering the faithful performance of the Contract and payment of all obligations arising thereunder.

§ 7.1.2 If the furnishing of such bonds is stipulated in the Bidding Documents, the cost shall be included in the Bid. If the furnishing of such bonds is required after receipt of bids and before execution of the Contract, the cost of such bonds shall be added to the Bid in determining the Contract Sum.

§ 7.1.3 The Bidder shall provide surety bonds from a…