26-8672_-_Exhibit_J_-_Senior_Center_-_Specifications.pdf

COLLIER SENIOR CENTER EXPANSION

COLLIER COUNTY, SOUTHWEST FLORIDA

BID SET

PROJECT CONSULTANTS:

CIVIL ENGINEER: GRADY MINOR INTERIOR DESIGN: HARVARD JOLLY | PBK

Engineer of Record: Michael J. Delate P.E. Designer of Record: Fiorella Portal-Gacek Address: 3800 Via Del Rey Address: 2714 Dr. MLK Jr. St. N City, State ZIP: Bonita Springs, FL 34134 City, St ZIP: St. Petersburg, FL 33704 Telephone Number: 239-947-1144 Telephone Number: 727-896-4611

STRUCTURAL ENGINEER: PENNONI BLDG. ENVELOPE: COASTAL BLDG. CONSULT.

Engineer of Record: James V. Barnes III, P.E. Engineer of Record: Wayne Offerman Address: 4706 Chiquita Blvd S Ste 200-E2 Address: 816 SE 43rd Street City, State ZIP: Cape Coral, FL 33714 City, State ZIP: Cape Coral, FL 33904 Telephone Number: 727-536-8772 Telephone Number: 239-707-7032

M / P / FP ENGINEER: OCI ASSOCIATES

Engineer of Record: Jason L. Smith, P.E.

Address: 9728 Commerce Center Dr.

City, State ZIP: Fort Myers, FL 33908 Telephone Number: 239-454-5117

LANDSCAPE ARCHITECT: GRADY MINOR ELECTRICAL ENGINEER: OCI ASSOCIATES

Engineer of Record: Richard P. Chalupa Engineer of Record: Kyriakos Liatsos, P.E.

Address: 3800 Via Del Rey Address: 9728 Commerce Center Dr City, State ZIP: Bonita Springs, FL 34134 City, State ZIP: Fort Myers, FL 33908 Telephone Number: 239-947-1144 Telephone Number: 239-454-5117

DESIGN OFFICE: 12751 New Brittany Blvd., Suite 401, Fort Myers, FL 33907 | http://www.harvardjolly.com Date of Issue: January 14, 2025 HJ / PBK Comm. Number: 23028.00

T.Mayo Mayo Signature

Jason.Smith C:\Users\kliatsos\Desktop\KGL-FL-SEAL Model (1)

HJ-PBK Architects, Inc. Collier Senior Center - Expansion & Hardening

PBK Project No. 23028.00 Collier County, Southwest Florida

Contract Document - Bid Set Issuance Date: January 14, 2025

Table of Contents

00 01 02 - 1

SECTION 00 01 02

TABLE OF CONTENTS

GENERAL

DIVISION 00 - PROCUREMENT AND CONTRACTING REQUIREMENTS

00 01 02 - Table of Contents

00 01 07 - Seals Page 00 31 32 - Geotechnical Data

DIVISION 01 - GENERAL CONDITIONS

01 10 00 - Summary 01 25 13 - Product Substitution Procedures 01 25 13.01 - Request for Substitution Form

01 26 00 - Contract Modification Procedures 01 29 00 - Payment Procedures 01 31 00 - Project Management and Coordination 01 32 00 - Construction Progress Documentation 01 32 33 - Photographic Documentation 01 33 00 - Submittal Procedures 01 33 00.02 - Digital Data Release Form

01 40 00 - Quality Requirements 01 41 00 - Regulatory Requirements

01 42 00 - References 01 42 16 - Definitions 01 45 00 - Testing Laboratory Services

01 50 00 - Temporary Facilities and Controls 01 57 13 - Temporary Erosion and Sediment Control 01 60 00 - Product Requirements 01 73 00 - Execution

01 73 20 - Indoor Air Quality (IAQ) Management Plan

01 73 29 - Cutting and Patching 01 74 19 - Construction Waste Management and Disposal 01 77 00 - Closeout Procedures 01 78 23 - Operation and Maintenance Data 01 78 30 - Warranties

01 79 00 - Demonstration and Training

DIVISION 02 - EXISTING CONDITIONS

02 41 00 - Demolition

DIVISION 03 - CONCRETE

03 30 00 - Cast-in-Place Concrete (See Structural Drawings)

Contract Document - Bid Set Issuance Date: January 14, 2025

Table of Contents

00 01 02 - 2

DIVISION 04 - MASONRY

04 22 00 - Concrete Unit Masonry (See Structural Drawings)

DIVISION 05 - METALS

05 05 13 - Hot Dip Galvanizing (See Structural Drawings)

05 12 23 - Structural Steel Framing (See Structural Drawings)

05 31 00 - Steel Decking (See Structural Drawings)

05 40 00 - Cold Formed Metal Framing 05 44 00 - Pre-Engineered Structural Stud Trusses (See Structural Drawings)

05 50 00 - Metal Fabrications 05 52 13 - Pipe and Tube Railings

DIVISION 06 - WOOD, PLASTICS, AND COMPOSITES

06 10 00 - Rough Carpentry

06 16 00 - Sheathing 06 20 00 - Finish Carpentry 06 40 00 - Architectural Woodwork

DIVISION 07 - THERMAL AND MOISTURE PROTECTION

07 14 00 - Fluid Applied Waterproofing

07 21 00 - Thermal Insulation 07 27 26 - Fluid-Applied Air Barrier System

07 41 13 - Metal Roof Panels

07 46 46 - Fiber-Cement Siding

07 92 00 - Joint Sealants 07 95 13 - Expansion Joint Cover Assemblies

DIVISION 08 - OPENINGS

08 11 13 - Hollow Metal Doors and Frames 08 13 16 - Aluminum Doors 08 14 16 - Flush Wood Doors 08 31 00 - Access Doors and Panels 08 43 13 - Aluminum-Framed Storefronts 08 71 00 - Door Hardware

08 80 00 - Glazing

DIVISION 09 - FINISHES

09 05 61 - Common Work Results for Flooring Preparation 09 21 16 - Gypsum Board Assemblies 09 24 00 - Cement Plastering 09 30 00 - Tiling

09 51 00 - Acoustical Ceilings 09 65 00 - Resilient Flooring 09 65 13 - Resilient Base and Accessories

Contract Document - Bid Set Issuance Date: January 14, 2025

Table of Contents

00 01 02 - 3

09 68 00 - Carpeting 09 81 00 - Acoustic Insulation 09 84 00 - Acoustic Room Components 09 90 00 - Painting and Coating

DIVISION 10 - SPECIALTIES

10 14 00 - Signage 10 21 13.19 - Plastic Toilet Compartments 10 26 00 - Wall and Door Protection 10 28 00 - Toilet, Bath, and Laundry Accessories 10 43 00 - Emergency Aid Specialties

10 44 00 - Fire Protection Specialties 10 75 00 - Flagpoles

DIVISION 11 - EQUIPMENT

11 40 00 - Foodservice Equipment

DIVISION 12 - FURNISHINGS

12 24 00 - Window Shades 12 36 00 - Countertops

DIVISION 13 - SPECIAL CONSTRUCTION

NOT USED

DIVISION 14 - CONVEYING EQUIPMENT

NOT USED

DIVISION 21 - FIRE SUPPRESSION

21 01 00 - General Fire Protection Provisions

21 05 17 - Sleeves and Sleeve Seals for Fire-Suppression Piping

21 05 18 - Escutcheons for Fire-Suppression Piping

21 05 23 - General-Duty Valves for Fire-Suppression Piping

21 05 29 - Hangers and Supports for Fire-Suppression Piping and Equipment

21 05 53 - Identification for Fire-Suppression Piping and Equipment

21 13 13 - Wet-Pipe Sprinkler Systems

DIVISION 22 - PLUMBING

22 01 00 - General Plumbing Provisions

22 05 19 - Meters and Gauges for Plumbing Piping

22 05 23.12 - Ball Valves for Plumbing Piping

22 05 23.13 - Butterfly Valves for Plumbing Piping

22 05 23.14 - Check Valves for Plumbing Piping

22 05 23.15 - Gate Valves for Plumbing Piping

22 05 29 - Hangers and Supports for Plumbing Piping and Equipment

22 05 53 - Identification for Plumbing Piping and Equipment

22 07 19 - Plumbing Piping Insulation

Contract Document - Bid Set Issuance Date: January 14, 2025

Table of Contents

00 01 02 - 4

22 11 13 - Facility Water Distribution Piping

22 11 16 - Domestic Water Piping

22 11 17 - Gray-Water Piping

22 11 19 - Domestic Water Piping Specialties

22 13 16 - Sanitary Waste and Vent Piping

22 13 19 - Sanitary Waste Piping Specialties

22 13 19.13 - Sanitary Drains

22 13 23 - Sanitary Waste Interceptors

22 16 00 - Facility Natural-Gas Piping

22 33 00 - Electric, Domestic Water Heaters

22 42 13.13 - Commercial Water Closets

22 42 13.16 - Commercial Urinals

22 42 16.13 - Commercial Lavatories

22 42 16.16 - Commercial Sinks

22 42 23 - Commercial Showers

22 47 16 - Pressure Water Coolers

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

23 01 00 - General Mechanical Provisions

23 02 00 - Electrical Requirements for Mechanical Equipment

23 05 00 - Basic Mechanical Materials and Methods

23 05 15 - Instructions and Maintenance Manuals

23 05 18 - Piping - Condensate Drain

23 05 29 - Hangers and Supports

23 05 35 - Electric Motors, High Efficiency Type

23 05 48 - Vibration Isolation Equipment

23 05 53 - Identification of Piping Systems, Ductwork and Equipment

23 05 93 - Performance Verification, Preliminary

23 05 94 - Performance Verification, Final

23 07 00 - Insulation, HVAC

23 09 23 - Direct-Digital Control Systems

23 23 13 - Refrigerant Pipe, Valves and Specialties

23 31 13 - Metal Ductwork

23 33 00 - Duct System Accessories

23 33 14 - Dampers: Fire

23 34 25 - Fans: In-Line Centrifugal, Light Duty

23 37 13 - Air Distribution Devices

23 37 25 - Louvers

23 41 00 - Air Filter Assemblies

23 43 24 - Air Purification System

Contract Document - Bid Set Issuance Date: January 14, 2025

Table of Contents

00 01 02 - 5

23 81 27 - Split Package Air Conditioning Equipment

23 81 31 - Air Conditioning Units: Split Systems Ductless

DIVISION 25 - INTEGRATED AUTOMATION

NOT USED

DIVISION 26 - ELECTRICAL

26 01 00 - Basic Electrical Requirements

26 05 19 - Low-Voltage Electrical Power Conductors and Cables

26 05 26 - Grounding and Bonding for Electrical Systems

26 05 29 - Hangers and Supports for Electrical Systems

26 05 33 - Raceway and Boxes for Electrical Systems

26 05 43 - Underground Ducts and Raceways for Electrical Systems

26 05 44 - Sleeves and Sleeve Seats for Electrical Raceways and Cabling

26 05 53 - Identification for Electrical Systems

26 05 73.16 - Coordination Studies

26 08 00 - Commissioning of Electrical Systems

26 09 23 - Lighting Control Devices

26 09 43 - Network Lighting Controls

26 24 13 - Switchboards

26 24 16 - Panelboards

26 27 26 - Wiring Devices

26 28 13 - Fuses

26 28 16 - Enclosed Switches and Circuit Breakers

26 29 13 - Enclosed Controllers

26 32 13 - Gaseous Emergency Engine Generators

26 36 00 - Transfer Switches

26 41 13 - Lightning Protection for Structures

26 43 13 - Surge Protection Devices for Low-Voltage Electrical Power Circuits

26 51 19 - LED Interior Lighting

26 56 19 - LED Exterior Lighting

DIVISION 27 - COMMUNICATIONS

27 00 00 - Communications

27 05 00 - Common Work Results for Communications Systems

27 05 26 - Grounding and Bonding for Communications Systems

27 05 28 - Pathways for Communications Systems

27 05 37 - Firestopping for Communications Systems

27 05 53 - Identification for Communications Systems

27 08 00 - Commissioning of Communications Systems

27 11 00 - Communications Equipment Room Fittings

27 11 13 - Communications Entrance Protection

Contract Document - Bid Set Issuance Date: January 14, 2025

Table of Contents

00 01 02 - 6

27 11 16 - Communications Cabinets, Racks and Enclosures

27 11 19 - Communications Termination Blocks and Patch Panels

27 11 23 - Communications Cable Management and Ladder Rack

27 11 26 - Communications Rack Mounted Power Distribution

27 13 13 - Communications Copper Backbone Cabling

27 13 23 - Communications Optical Fiber Backbone Cabling

27 15 13 - Communications Copper Horizontal Cabling

27 15 23 - Communications Optical Fiber Horizontal Cabling

27 15 43 - Communications Faceplates and Connectors

27 16 19 - Communications Patch Cords and Workstation Cords

27 21 33 - Wireless Access Points

27 41 00 - Audio-Video Systems

27 51 23 - Intercom System

27 53 19 - Distributed Antenna System (DAS)

DIVISION 28 - SAFETY AND SECURITY

28 00 00 - Electronic Safety and Security Systems

28 05 00 - Common Work Results for Electronic Safety and Security

28 05 13 - Conductors and Cables for Electronic Safety and Security

28 08 00 - Commissioning of Electronic Safety and Security Systems

28 13 00 - Access Control System

28 23 00 - Video Surveillance

DIVISION 31 - EARTHWORK

31 23 00 - Site Preparation, Excavation and Earthwork for Foundations (See Structural Drawings)

REMAINDER OF DIVISIONS 31, 32 & 33 INCLUDED ON CIVIL DRAWINGS

END OF SECTION 00 01 02

Contract Document - Bid Set Issuance Date: January 14, 2025

Seals Page

00 01 07 - 1

SECTION 00 01 07

SEALS PAGE

CIVIL ENGINEER (C)

COMPANY NAME: Q. GRADY MINOR AND ASSOCIATES, LLC.

Florida Registered Engineer: Michael J. Delate, PE

License Number: PE49442

Address: 3800 Via Del Rey

City, State ZIP: Bonita Springs, FL 34134

STRUCTURAL ENGINEER (S)

COMPANY NAME: PENNONI.

Florida Registered Engineer: James V. Barnes III, PE

License Number: PE77754

Address: 4706 Chiquita Boulevard South, Suite 200-E02

City, State ZIP: Cape Coral, FL 33914

ARCHITECT (A)

COMPANY NAME: HJ-PBK ARCHITECTS, INC.

Florida Registered Architect: Thomas Mayo

License Number: 0015895

Address: 12751 New Brittany Blvd., Suite 401

City, State ZIP: Fort Myers, FL 33907.

ROOFING / BUILDING ENVELOPE (R)

COMPANY NAME: COASTAL BUILDING CONSULTANTS

Registered Roof Designer:Wayne Offerman

Address: 816 SE 43rd Street

City, State ZIP: Cape Coral, FL 33904

MECHANICAL ENGINEER (M)

COMPANY NAME: CMTA, INC.

Florida Registered Engineer: Jason L. Smith, PE

License Number: PE57743

Address: 9728 Commerce Center Ct.

Contract Document - Bid Set Issuance Date: January 14, 2025

Seals Page

00 01 07 - 2

City, State ZIP: Fort Myers, FL 33908

PLUMBING / FIRE PROTECTION ENGINEER (P)

COMPANY NAME: CMTA, INC

Florida Registered Engineer: Jason L. Smith, PE

License Number: PE5774

Address: 9728 Commerce Center Ct.

City, State ZIP: Fort Myers, FL 33908

ELECTRICAL / TECHNOLOGY ENGINEER (E)

COMPANY NAME: CMTA, INC

Florida Registered Engineer: Kyriakos G. Liatsos. PE

License Number: PE66412

Address: 9728 Commerce Center Ct.

City, State ZIP: Fort Myers, FL 33908

LANDSCAPE ARCHITECT

COMPANY NAME: Q. GRADY MINOR AND ASSOCIATES, LLC

Florida Registered Landscape Architect: Richard P. Chalupa RLA

License Number: 6667463

Address: 3800 Via Del Rey .

City, State ZIP: Bonita Springs, FL 34134 .

END OF SECTION 00 01 07

Contract Document - Bid Set Issuance Date: January 14, 2025

Summary 01 10 00 - 1

SECTION 01 10 00

SUMMARY

PART 1 GENERAL

1.01 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and other Division 01 Specification Sections, apply to this Section.

1.02 SUMMARY

A. Section Includes: Requirements including, but not limited to:

1. Project information.

2. Work covered by Contract Documents.

3. Type of Contract.

4. Work under separate contracts.

5. Owner-furnished products.

6. Owner-furnished, Contractor-installed products.

7. Access to site.

8. Coordination with occupants.

9. Work restrictions.

10. Specification and Drawing conventions.

11. Construction Schedule.

1.03 PROJECT INFORMATION

A. Project Name: Golden Gate Senior Center - Expansion and Hardening B. Project Location:

1. 4898 Coronado Pkwy.

2. Naples, Florida 34116

C. Owner: Golden Gate Senior Center .

D. Architect: HJ-PBK Architects, Inc..

1.04 WORK COVERED BY CONTRACT DOCUMENTS

A. The Work of Project is defined by the Contract Documents and consists of renovations to an existing senior center and a 2,400 square foot addition. The project will include work by architectural, structural, mechanical, electrical and site work trades. Renovations will include upgrades to office spaces and existing toilet facilities, new architectural finishes, and site work improvements. The addition will connect to the existing buidling, and provide new activity space, office space, toilet facilities, storage space, and minor site improvements.

1.05 TYPE OF CONTRACT

A. Project will be constructed under a Construction Manager at Risk (CMAR) contract.

1.06 WORK BY OWNER AND UNDER SEPARATE CONTRACTS

A. Cooperate fully with Owner so Work may be carried out smoothly.

B. Owner reserves the right to let separate contract for Work outside of the scope of this Contract.

Cooperate fully with separate contractors so Work on those contracts may be carried out smoothly, without interfering with or delaying Work under this Contract or other contracts.

Coordinate the Work of this Contract with Work performed under separate contracts.

C. Purchase Contracts: Owner reserves the right to negotiate purchase contracts with suppliers of material and equipment that may be incorporated into the Work. Owner will assign these purchase contracts to Contractor. Include costs for purchasing, receiving, handling, storage if required, and installation of material and equipment in the Contract Sum, unless otherwise indicated.

Contract Document - Bid Set Issuance Date: January 14, 2025

Summary 01 10 00 - 2

1. Contractor's responsibilities are same as if Contractor had negotiated purchase contracts, including responsibility to renegotiate purchase and to execute final purchasing agreements.

D. Owner-Furnished, Contractor-Installed Products (OFCI): Owner will furnish products indicated.

The Work includes receiving, unloading, handling, storing, protecting, and installing Owner furnished products and making building services connections when applicable.

E. Owner Furnished Products: Coordinate with Owner.

1.07 ACCESS TO SITE

A. General: Contractor shall have full use of Project site for construction operations during construction period. Contractor's use of Project site is limited only by Owner's right to perform work or to retain other contractors on portions of Project.

B. General: Contractor shall have limited use of Project site for construction operations as indicated on Drawings by the Contract limits and as indicated by requirements of this Section.

C. Use of Site: Limit use of Project site to Work in areas and areas within the Contract limits indicated. Do not disturb portions of site beyond areas in which the Work is indicated.

1. Limits:

a. Drawings indicate the limits of the construction operations.

b. Limit site disturbance, including earthwork and clearing of vegetation, to 40 feet (12.2

m) beyond building perimeter; 10 feet (3 m) beyond surface walkways, patios, surface parking, and utilities less than 12 inches (300 mm) in diameter; 15 feet (4.5

m) beyond primary roadway curbs and main utility branch trenches; and 25 feet (7.6

m) beyond constructed areas with permeable surfaces (such as pervious paving areas, stormwater detention facilities, and playing fields) that require additional staging areas in order to limit compaction in the constructed area.

2. Driveways, Walkways, and Entrances: Keep driveways, parking areas, drop off points, loading areas, and entrances serving premises clear and available to Owner, Owner's employees, students, and emergency vehicles at all times. Do not use these areas for parking or storage of materials.

a. Schedule deliveries to minimize use of driveways and entrances by construction operations.

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

D. Condition of Existing Building: Maintain portions of existing building affected by construction operations in weathertight condition throughout construction period. Repair damage caused by construction operations.

1.08 COORDINATION WITH OCCUPANTS

A. Owner will occupy adjacent building(s) during entire construction period. Cooperate with Owner during construction operations to minimize conflicts and facilitate Owner usage. Perform Work to prevent interference with Owner's day to day operations. Maintain existing exits unless otherwise indicated.

1. Maintain access to existing walkways, corridors, and other adjacent occupied or used facilities. Do not close or obstruct walkways, corridors, or other occupied or used facilities without written permission from Owner and approval of authorities having jurisdiction.

2. Notify Owner not less than 72 hours in advance of activities that will affect Owner's operations.

B. Limited Owner Occupancy of Completed Areas of Construction: Owner reserves the right to occupy and to place and install equipment in completed portions of the Work, prior to Substantial Completion of the Work, provided occupancy does not interfere with completion of the Work. Such placement of equipment and limited occupancy shall not constitute acceptance of the total Work.

Contract Document - Bid Set Issuance Date: January 14, 2025

Summary 01 10 00 - 3

1. Architect shall prepare a Certificate of Substantial Completion for each specific portion of the Work to be occupied prior to Owner acceptance of the completed Work.

2. Obtain a Certificate of Occupancy from authorities having jurisdiction before limited Owner occupancy.

3. Before limited Owner occupancy, ensure mechanical and electrical systems are fully operational, and required tests and inspections and start up procedures are successfully completed. On occupancy, Owner shall operate and maintain mechanical and electrical systems serving occupied portions of Work.

4. Upon occupancy, Owner shall assume responsibility for maintenance and custodial service for occupied portions of Work.

1.09 WORK RESTRICTIONS

A. Work Restrictions: Comply with restrictions on construction operations. Comply with limitations on use of public streets and with other requirements of Authorities Having Jurisdiction (AHJ).

B. On-Site Work Hours: Limit Work in the existing building to normal working hours, Monday through Friday, unless otherwise indicated. Coordinate with Owner when it is necessary to extend working hours or Work on weekends.

C. Existing Utility Interruptions: Do not interrupt utilities serving facilities occupied by Owner or others unless permitted under the following conditions and after providing temporary utility services according to requirements indicated:

1. Notify Owner not less than two weeks in advance of proposed utility interruptions.

2. Obtain Owner’s written permission before proceeding with utility interruptions.

D. Noise, Vibration, and Odors: Coordinate operations that result in high levels of noise and vibration, odors, or other disruption to Owner occupancy with Owner.

1. Notify Owner not less than two weeks in advance of proposed disruptive operations.

2. Obtain Owner's written permission before proceeding with disruptive operations.

E. Controlled Substances, Firearms, and Explosive Devices: Use of tobacco products, controlled substances, firearms, and explosive devices on the site is not permitted.

F. Employee Identification: Provide identification tags for Contractor personnel working on site.

Require personnel to use identification tags at all times.

G. Employee Screening: Comply with Owner's requirements for drug and background screening of Contractor personnel working on site.

1. Maintain list of approved screened personnel with Owner's Designated Representative.

1.10 SPECIFICATION AND DRAWING CONVENTIONS

A. Specification Content: Specifications use certain conventions for style of language and intended meaning of certain terms, words, and phrases when used in particular situations.

These conventions are as follows:

1. Imperative mood and streamlined language are generally used in Specifications. The words "shall," "shall be," or "shall comply with," depending on context, are implied where a colon (:) is used within a sentence or phrase.

2. Specification requirements are to be performed by Contractor unless specifically stated otherwise.

B. Division 01 General Requirements: Requirements of Sections in Division 01 apply to the Work of each Specification section.

C. Drawing Coordination: Requirements for materials and products identified on Drawings are described in detail in Specifications. One or more of the following are used on Drawings to identify materials and products:

1. Terminology: Materials and products are identified by the typical generic terms used in the individual Specifications Sections.

2. Abbreviations: Materials and products are identified by abbreviations.

Contract Document - Bid Set Issuance Date: January 14, 2025

Summary 01 10 00 - 4

PART 2 PRODUCTS

NOT USED

PART 3 EXECUTION

END OF SECTION 01 10 00

Contract Document - Bid Set Issuance Date: January 14, 2025

Product Substitution Procedures

01 25 13 - 1

SECTION 01 25 13

PRODUCT SUBSTITUTION PROCEDURES

PART 1 GENERAL

1.01 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and other Division 01 Specification Sections, apply to this Section.

1.02 SUMMARY

A. Section Includes:

1. Specified product compliance, and product quality assurance.

2. Specific administrative and procedural requirements for handling requests for substitutions made prior to award of Contract.

3. Requirements for product delivery, storage, and handling.

1.03 RELATED SECTIONS

A. Instructions to Offerors: Product options and procedures for submittal of requests for substitutions during the Proposal period.

1.04 DEFINITIONS

A. Refer to Section 01 42 16 - Definitions for the following terms:

1. Product.

2. Materials.

3. Equipment.

1.05 PRODUCT QUALITY ASSURANCE

A. Source Limitations: To the fullest extent possible, provide products of the same generic kind, from a single source, for each unit of work.

1. When it is discovered that specific products are available only from sources that do not or cannot produce an adequate quantity to complete project requirements in a timely manner, consult with the Architect for a determination of what product quantities are most important before proceeding. The Architect will designate those qualities, such as visual, structural, durability, or compatibility, that are most important. When the Architect’s determination has been made, select products from those sources that produce products that possess the most important qualities, to the fullest extent possible.

B. Compatibility of Options: Compatibility of products is a basic requirement of product selection. When the Contractor is given the option of selecting between two (2) or more products for use on the project, the product selected must be compatible with other products previously selected, even if the products previously selected were also Contractor options. The complete compatibility between the various choices available to the Contractor is not assured by the various requirements of the Contract Documents, but must be provided by the Contractor.

C. Or Equal:

1. Where the phrase “or equal”, “or equivalent”, “or Architect-approved equal”, or similar phrasing, occurs in the Contract Documents, do not assume that materials, equipment, or methods of construction will be acceptable by the Architect unless the item has been specifically reviewed for this Work by the Architect.

2. The decision of the Architect shall be final.

D. Where a proposed substitution involves the work of more than one (1) trade, the Contractor shall coordinate the work so as to provide uniformity and consistency and to assure the compatibility of products.

E. Standards: Refer to Section 01 40 00 - Quality Requirements for the applicability of industry standards to the products specified for the Project, and for the acronyms used in the text of the Specification Sections.

01 25 13 - 2

1.06 SUBSTITUTIONS OF PRODUCTS

THE PRODUCTS AND SYSTEMS LISTED HEREIN THESE SPECIFICATIONS ARE "BASIS OF

DESIGN" PRODUCTS AND SYSTEMS BASED ON THE OWNERS STANDARDS FOR THOSE

PRODUCTS AND SYSTEMS. OTHER PRODUCTS OR SYSTEMS LISTED AS POSSIBLE

ACCEPTED SUBSTITUTIONS WILL ONLY BE CONSIDERED IF THE REQUEST FOR

SUBSTITUTION IS SUBMITTED IN WRITING ON THE ATTACHED FORM .

A. Products described in Contract Documents establish a standard of required function, dimension, appearance, and quality to be met by any proposed substitution. Materials and equipment named in, and the procedures covered by these specifications have been selected as a standard because of quality, particular suitability, or record of satisfactory performance. It is not intended to preclude the use of equal or better materials or equipment provided that same meets the requirements of the particular project and is approved in an Addendum as a substitution prior to the submission of proposals.

B. Each such request shall include name of the material or equipment for which it is to be substituted and a complete description of the proposed substitute including drawings, product information/data sheets, performance and test data, and any other information necessary for an evaluation. Architect's decision of approval or disapproval of a proposed substitution shall be final.

C. If Architect approves any proposed substitution prior to receipt of proposals, such approval will be set forth in an Addendum. Offerors shall not rely upon approvals made in any other manner.

D. Architect and Owner reserve the right to disapprove the use of any manufacturer who in their judgment is unsuitable for use on the Project and that decision will be final.

E. The following are not considered as substitutions:

1. Revisions to the Contract Documents, when requested by the Owner, the Architect, or any of their consultants are considered as “changes” not substitutions.

2. Specified Contractor options on products and construction methods included in Contract Documents are choices made available to the Contractor and are not subject to the requirements specified in this Section for substitutions.

3. Except as otherwise provided in the Contract Documents, the Contractor’s determination of and compliance with governing authorities do not constitute “substitutions” and do not constitute a basis for change orders.

F. The following may be considered as a reason for a request for substitution:

1. The request is directly related to an “or approved equal” clause or similar language in the Contract Documents.

2. The specified product or method of construction cannot be provided within the Contract Time in accordance with paragraph below concerning availability of specified items.

3. The specified product or method of construction cannot receive necessary approval by a governing authority, and the requested substitution can be approved.

4. A substantial advantage is offered to Owner, in terms of cost, time, energy conservation or other consideration of merit, after deducting offsetting responsibilities Owner may be required to bear. These additional responsibilities may include such considerations as additional compensation to the Architect for redesign and evaluation services, the increased cost of other work by the Owner or separate contractors, and similar considerations.

5. The specified product or method of construction cannot be provided in a manner that is compatible with other materials, and where Contractor certifies that substitution will overcome the incompatibility.

6. The specified product or method of construction cannot be coordinated with other materials, and where Contractor certifies that the proposed substitution can be coordinated.

7. The specified product or method of construction cannot provide a warranty required by the Contract Documents and where Contractor certifies that the proposed substitution provides the required warranty.

01 25 13 - 3

G. Availability of specified items:

1. Verify prior to submittal of Proposal that all specified items will be available in time for installation during orderly and timely progress of the work.

2. In the event specified items will not be so available, notify the Architect prior to receipt of Proposals. Submit Request for Substitutions in accordance with this section.

3. The request will not be considered if the product or method cannot be provided as a result of the Contractor’s failure to pursue the work promptly or coordinate activities properly.

4. Costs of delays because of non-availability of specified items, when such delays could have been avoided by the Contractor, will be back-charged as necessary and shall not be borne by the Owner.

H. A request constitutes a representation that the Offeror:

1. Has investigated proposed product and determined that it meets or exceeds quality level of specified product.

2. Will provide same warranty for Substitution as for specified product, except when inability to provide specified Warranty is reason for request for substitution as described above.

3. Will coordinate installation and make changes to other Work which may be required for the Work to be complete with no additional cost to the Owner.

4. Waives claims for additional costs or time extension which may subsequently become apparent.

5. Will reimburse Owner and pay for all costs, including the Architect’s redesign and evaluation costs resulting from the use of the proposed substitution, or for review or redesign services associated with re-approval by authorities having jurisdiction.

I. No substitutions will be considered after Award of Contract.

1.07 SUBSTITUTION REQUEST SUBMITTAL

A. Requests for Substitutions: Submit three (3) copies of each request for substitution. In each request identify the product or fabrication or installation method to be replaced by the substitution;

include related Specifications Section and Drawing numbers, and complete documentation showing compliance with the requirements for substitutions. Include, as appropriate, with each request, the following information:

1. Product data, drawings and descriptions of products, fabrication and installation procedures.

2. Samples, where applicable or requested.

3. A detailed comparison of the significant qualities of the proposed substitution with those of the work originally specified. Significant qualities may include elements such as size, weight, durability, performance and visual effect, where applicable.

4. Coordination information, including a list of changes or modifications needed by other parts of the work and to construction performed by the Owner and separate contractors that will become necessary to accommodate the proposed substitution.

5. A statement indicating the effect the substitution will have on the Contractor’s Construction Schedule compared to the schedule without approval of the substitution. Indicate the effect of the proposed substitution on overall Contract Time.

6. Cost information, including a proposal of the net change, if any in the Contract Sum.

7. Certification by Contractor to the effect that, in the Contractor’s opinion, after thorough evaluation, the proposed substitution will result in work that in every significant respect is equal-to or better than the work required by the Contract Documents, and that it will perform adequately in the application indicated. Include the Contractor’s waiver of rights to additional payment or time that may subsequently become necessary because of the failure of the substitution to perform adequately.

8. A statement indicating the Contractor will reimburse the Owner and pay for all costs, including Architect’s re-design and evaluation costs resulting from the use of the proposed substitution.

01 25 13 - 4

B. Work-Related Submittals: The Contractor’s submittal of, and the Architect’s acceptance of, Shop Drawings, Product Data, or Samples which are related to work not complying with the Contract Documents, does not constitute an acceptance or valid request for a substitution, nor approval thereof.

1.08 PRODUCT DELIVERY, STORAGE, AND HANDLING

A. General: Deliver, store, and handle products in accordance with manufacturer's recommendations, using means and methods that will prevent damage, deterioration and loss, including theft. Control to prevent overcrowding of construction spaces or overloading of structure. In particular, coordinate delivery and installation to ensure minimum holding or storage times for items known or recognized to be flammable, hazardous, easily damaged, or sensitive to deterioration, theft and other sources of loss.

1. Deliver products to the site in the manufacturer’s sealed containers or other packaging system, complete with labels intact, and instructions for handling, storage, unpacking, installing, cleaning and protecting.

2. Cover products subject to deterioration with impervious sheet covering. Provide ventilation to avoid condensation or potential degradation of product.

3. Store loose granular materials on solid flat surfaces in a well-drained area. Prevent mixing with foreign matter.

4. Store products at the site or in a bonded and insured off-site storage facility or warehouse in a manner that will facilitate inspection and measurement of quantity or counting of units.

Periodically inspect to verify products are undamaged and are maintained in acceptable condition.

5. Store heavy materials away from the project structure or in a manner that will not endanger the supporting construction.

PART 2 PRODUCTS

2.01 GENERAL PRODUCT COMPLIANCE

A. General: Requirements for individual products are indicated in the Contract Documents;

compliance with these requirements is in itself a contract requirement. These requirements may be specified in any one (1) of several different specifying methods, or in any combination of these methods. These methods include the following:

1. Proprietary.

2. Descriptive.

3. Performance.

4. Compliance with Reference Standards.

B. Compliance with codes, compliance with graphic details, allowances, and similar provisions of the Contract Documents also have a bearing on the selection process.

C. Procedures for Selecting Products: Contractor’s options in selecting products are limited by requirements of the Contract Documents and governing regulations. They are not controlled by industry traditions or procedures experienced by Contractor on previous construction projects. Required procedures include, but are not limited to the following for the various indicated methods of specifying:

1. Proprietary and Semi-Proprietary Specification Requirements:

a. Single Product Name: Where only a single product or manufacturer is named, provide the product indicated, unless the specification indicates the possible consideration of other products. Advise the Architect before proceeding, when it is discovered that the named product is not a reasonable or feasible solution.

b. Two (2) or More Product Names: Where two (2) or more products or manufacturers are named, provide one (1) of the products named, at Contractor’s option. Exclude products that do not comply with specification requirements. Do not provide or offer to provide an unnamed product, unless specification indicates possible consideration of other products. Advise the Architect before proceeding where none of the named

01 25 13 - 5 products comply with specification requirements, or are not feasible for use. Where products or manufacturers are specified by name, accompanied by the term “or approved equal” or similar language, comply with this Section regarding “substitutions” to obtain approval from Architect for use of an unnamed product.

2. Non-Proprietary Specification Requirements: Where specifications name products or manufacturers that are available and may be submitted for incorporation in the Work, but do not restrict the Contractor to use of these products only, the Contractor may, at their option, use any available product that complies with Contract requirements.

3. Descriptive Specification Requirements: Where the specifications describe a product or assembly generically, in detail, listing the exact characteristics required, but without use of a brand name, provide products or assemblies that provide the characteristics indicated and otherwise comply with Contract requirements.

4. Performance Specification Requirements: Where the specifications require compliance with indicated performance requirements, provide products that comply with the specific performance requirements indicated, and that are recommended by the manufacturer for the application indicated. Manufacturer’s recommendations may be contained in published product literature, or by manufacturer’s individual certification of performance. General overall performance of a product is implied where product is specified for specific performances.

5. Compliance with Standards, Codes, and Regulations: Where specifications require only compliance with an imposed standard, code, or regulation, the Contractor has option of selecting a product that complies with specification requirements, including standards, codes, and regulations.

6. Visual Matching: Where matching an established sample is required, final judgement of whether a product proposed by the Contractor matches sample satisfactorily will be determined by the Architect. Where there is no product available within specified product category that matches sample satisfactorily and also complies with other specified requirements, comply with provisions of this Section regarding “substitutions” and other Contract Documents for “change orders” for selection of a matching product in another product category, or for non-compliance with specified requirements.

7. Visual Selection: Except as otherwise indicated, where specified product requirements include the phrase “…as selected from the manufacturer’s standard colors, patterns, textures…” or similar phrases, the Contractor has option of selecting product and manufacturer, provided selection complies with other specified requirements. The Architect is subsequently responsible for selecting color, pattern, and texture from product line selected by the Contractor.

D. Producer’s Statement of Applicability: Where individual specification sections indicate products that require a “Statement of Applicability” from the manufacturer or other producer, submit a written-certified statement from the producer stating that the producer has reviewed the proposed application of the product on the project. This statement shall state that the producer agrees with or does not object to the Architect’s specification and the Contractor’s selection of the product on the project is suitable and proper.

2.02 SUBSTITUTIONS

A. Condition: The Contractor’s request for substitution will be received and considered when extensive revisions to Contract Documents are not required, when the proposed changes are in keeping with the general intent of the Contract Documents, when the request is timely, fully documented and properly submitted, and when one (1) or more of the above conditions are satisfied, all as judged and determined by the Architect; otherwise the requests will be returned without action except to record non-compliance with these requirements.

01 25 13 - 6

PART 3 EXECUTION

3.01 INSTALLATION OF PRODUCTS

A. General: Except as otherwise indicated in individual sections of these specifications, comply with the manufacturer’s instructions and recommendations for installation of the products in the applications indicated.

B. Anchor each product securely in place, accurately located and aligned with other work.

C. Clean exposed surfaces and protect surfaces as necessary to ensure freedom from damage and deterioration at time of acceptance.

D. Products and assemblies shall be installed complete, in-place, watertight and structurally sound.

3.02 INSTALLATION OF APPROVED SUBSTITUTIONS

A. Coordinate all approved substitutions with adjacent work.

B. Comply with the manufacturer’s and/or supplier’s instructions and recommendations for installation of the products in the applications indicated.

C. Provide all items required by manufacturer and/or supplier regarding installation, i.e.

supplemental supports, anchors, fasteners, painting, etc. whether or not indicated or specified.

END OF SECTION 01 25 13

Contract Document - Bid Set Issuance Date: January 14, 2025

Request for Substitution Form

01 25 13.01 - 1

SECTION 01 25 13.01

REQUEST FOR SUBSTITUTION FORM

PROJECT INFORMATION

PROJECT NAME AND NUMBER: ___________________________________________________

CONTRACT AWARD DATE:

TO: ___________________________________________________________________________

SUBSTITUTION REQUESTED BY: __________________________________________________

REQUEST MADE DURING:

_____ Bidding

_____ Construction Period

CAUSE FOR REQUEST: __________________________________________________________

SUBSTITUTION INFORMATION

SUBMIT IN ACCORDANCE WITH SECTION 01 33 00 - SUBMITTAL PROCEDURES.

1. Technical data, cost, and time information relating to changes to Construction Documents required by proposed substitution.

2. Detailed comparison of proposed substitution and specified product including but not limited to warranty, significant variations, qualifications of manufacturers, and maintenance.

3. Complete technical data, detailed shop drawings, samples, installation procedures, warranty, and substantiating data marked to indicate equivalent quality and performance to that specified.

Manufacturer sell sheets are not acceptable submittals.

BASIS OF DESIGN

Specified Manufacturer: ________________________________________________________

Specified Product: ____________________________________________________________

Where Specified:

Drawing (Sheet Number and Detail/Schedule): __________________________________ Specification: (Section Number and Paragraph): ________________________________

PROPOSED SUBSTITUTION

We submit for consideration the following manufacturer / product in lieu of the specified item for the above referenced project:

Proposed Manufacturer: ________________________________________________________

Proposed Product: ____________________________________________________________

COST AND TIME

Does proposed substitution affect adjacent work, Construction Documents, Cost, Schedule, Quality, or related submittals?

_____ No _____ Yes

Contractor is responsible for costs and additional time associated with proposed substitution including costs incurred by Architect for evaluation of substitution and changes to the documents. Describe costs for changes to design, including engineering and detailing costs caused by requested substitution.

Contract Document - Bid Set Issuance Date: January 14, 2025

Request for Substitution Form

01 25 13.01 - 2

Cost Savings Realized by Owner ($ US): __________________________________________

WARRANTY

Is warranty for proposed substitution the same as for specified product?

_____ Yes _____ No If No, Explain Differences: __________________________________________________

CONTRACTOR CERTIFICATION:

In making this request for substitution, Contractor certifies that:

1. Proposed substitution has been thoroughly researched and evaluated and determined as equivalent or superior to specified product or material, will fit into space provided, and is compatible with adjacent materials.

2. Proposed substitution will provide the same or better warranty at no additional cost to the Owner.

3. Cost data is complete and includes related costs under the Contract. Claims for additional costs related to the proposed substitution that may subsequently become apparent are waived.

4. Contractor will assume responsibility for delays and costs caused by acceptance proposed substitution, if approved, are accepted by the Contractor unless delays and costs are specifically mentioned and approved in writing by Owner and Architect.

5. Contractor will assume liability for performance of the substitution.

6. Installation of the proposed substitution is coordinated with the Work and with changes required to the Work.

7. Contractor will reimburse Owner and Architect for evaluation and redesign services associated with the substitution request and, when required, for approval by authorities having jurisdiction.

PREVIOUS USE

Has the proposed substitute manufacturer / product been installed on previous HJ-PBK Architects, Inc. projects within the past two years?

_____ No _____ Yes If Yes, list project(s):

Project: _________________________________________________________________

Owner:______________________________________________________________ Contact: ____________________________________________________________

Project: _____________________________________________________________ Owner: _________________________________________________________ Contact: ____________________________________________________________

SUBMITTED BY:

Contractor's Signature: _____________________________________________________ Signature shall be by the individual authorized to legally bind the Contractor to the above terms. Failure to provide legally binding signature will result in retraction of acceptance.

Firm: _______________________________________________________________________

Telephone: _________________________________________ Date: ____________________

SUBSTITUTION EVALUATION

FOR USE BY ARCHITECT:

___ Accepted ___ Accepted as Noted ___ Not Accepted ___ Received too Late

Contract Document - Bid Set Issuance Date: January 14, 2025

Request for Substitution Form

01 25 13.01 - 3

By: _______________________________________________ Date: ____________________

Remarks: ___________________________________________________________________

FOR USE BY OWNER:

____ Accepted _____ Not Accepted

By: _______________________________________________ Date: ____________________

Remarks: ___________________________________________________________________

END OF SECTION 01 25 13.01

This page intentionally left blank

Contract Document - Bid Set Issuance Date: January 14, 2025

Contract Modification Procedures

01 26 00 - 1

SECTION 01 26 00

CONTRACT MODIFICATION PROCEDURES

PART 1 GENERAL

1.01 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and other Division 01 Specification Sections, apply to this Section.

1.02 SUMMARY

A. Section Includes: Administrative and procedural requirements for handling and processing Contract modifications.

B. Related Work:

1. Section 01 25 13 - Product Substitution Procedures

1.03 MINOR CHANGES IN THE WORK

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

1.04 PROPOSAL REQUESTS

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

1. Work Change Proposal Requests issued by Architect are not instructions either to stop Work in progress or to execute the proposed change.

2. After receipt of Proposal Request, submit quotation estimating cost adjustments to the Contract Sum and the Contract Time necessary to execute the change.

a. Include list of quantities of products required or eliminated and unit costs, with total amount of purchases and credits to be made. If requested, furnish survey data to substantiate quantities.

b. Indicate applicable taxes, delivery charges, equipment rental, and amounts of trade discounts.

c. Include costs of labor and supervision directly attributable to the change.

d. Include an updated Contractor's construction schedule that indicates the effect of the change, including, but not limited to, changes in activity duration, start and finish times, and activity relationship. Use available total float before requesting an extension of the Contract Time.

B. Contractor Initiated Proposals: If latent or changed conditions require modifications to the Contract, Contractor may initiate a claim by submitting a request for a change to Architect.

1. Include statement outlining reasons for the change and the effect of the change on the Work. Provide complete description of the proposed change. Indicate the effect of the proposed change on the Contract Sum and the Contract Time.

2. Include list of quantities of products required or eliminated and unit costs, with total amount of purchases and credits to be made.