3061_PROJECT_MANUAL_McCelvey_Center_HVAC_and_MEP_Assessment.pdf

Project Manual

100% Construction Documents

For McCelvey Center

HVAC and MEP Assessment

212 East Jefferson Street York, South Carolina 29745

August 06, 2026

8801 J.M. Keynes, Drive, Ste 240

Charlotte, NC 28262

704-376-7072

CMTA Project Number 226.007 704-376-7072/fax 704-731-8249

MCCELVEY CENTER 100% Construction Documents

HVAC AND MEP ASSESSMENT 06 August 2026

CMTA #226.007

SEALS PAGE 00 01 07 - 1

SECTION 00 01 07 - SEALS PAGE

MECHANICAL ENGINEER

James L. Currie, PE, LEED AP

SCPE # 28761

CMTA, Inc.

Corporate License #C4556

8801 J.M. Keynes Drive, Suite 240

Phone: 704.376.7072

ELECTRICAL ENGINEER

Robert A. Hans

SCPE #24318

CMTA, Inc.

Corporate License #C4556

8801 J.M. Keynes Drive, Suite 240

Phone: 704.376.7072

HVAC AND MEP ASSESSMENT 20 October 2026

CMTA #226.007 Addendum 01

TABLE OF CONTENTS 00 01 10 - 1

DIVISION 00 — PROCUREMENT AND CONTRACTING REQUIREMENTS

00 01 01 - Project Title Page

00 01 07 - Seals Page

00 01 10 - Table of Contents

00 01 15 - List of Drawings

DIVISION 01 — GENERAL REQUIREMENTS

01 10 00 - Summary of Work

01 21 00 - Allowances

01 22 00 - Unit Prices

01 26 00 - Contract Modification Procedures

01 29 00 - Payment Procedures

01 31 19 - Project Meetings

01 32 00 - Construction Schedule

01 32 19 - Submittals

01 40 00 - Quality Requirements

01 42 19 - Reference Standards

01 45 29 - Testing Laboratory Services

01 50 00 - Temporary Facilities and Controls

01 71 23 - Field Engineering

01 73 29 - Cutting and Patching

01 74 23 - Cleaning

01 77 19 - Closeout Requirements

01 78 23 - Operation and Maintenance Data

01 78 39 - Project Record Documents

01 91 13 - General Commissioning Requirements

DIVISION 22 — PLUMBING

22 11 20 - Natural-Gas Piping

DIVISION 23 — HEATING VENTILATING AND AIR CONDITIONING

23 05 00 - Common Work Results for HVAC

23 05 01 - Scope of the HVAC Work

23 05 02 - Shop Drawings, Maintenance Manuals and Parts Lists for HVAC

23 05 13 - Common Motor Requirements for HVAC Equipment

23 05 53 - Identification for HVAC Piping and Equipment

23 05 93 - Testing, Adjusting and Balancing, for HVAC

23 07 13 - Duct Insulation

23 07 70 - Packaged Rooftop Heating and Cooling Units

23 09 00 - Instrumentation and Control for HVAC

23 31 13 - Metal Ducts

23 33 00 - Air Duct Accessories

23 74 13 - Packaged Outdoor Gas Electric Air-Conditioning Units

DIVISION 26 — ELECTRICAL

26 00 10 - General Requirements for Electrical Systems

26 05 00 - Common Work Results for Electrical Systems

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

26 05 26 - Grounding and Bonding for Electrical Systems

26 05 33 - Raceways and Boxes for Electrical Systems

26 05 53 - Identification for Electrical Systems

LIST OF DRAWINGS 00 01 15 - 1

GENERAL SHEET INDEX

G0.0 - COVER SHEET

G0.1 - LIFE SAFETY PLAN & CODE DATA

G0.2 - LIFE SAFETY PLANS & CODE DATA

MECHANICAL SHEET INDEX

M001 - MECHANICAL SYMBOL LEGEND, NOTES, SCHEDULE, VENTILATION AND SHEET

LIST

M002 - MECHANICAL DIAGRAMS AND SEQUENCES

M101 - MECHANICAL PLAN - BASEMENT

M102 - MECHANICAL PLAN - MAIN LOBBY

M103 - MECHANICAL PLAN - 2ND FLOOR

M301 - MECHANICAL SECTIONS - BASEMENT

M501 - MECHANICAL DETAILS

MD101 - DEMOLITION PLAN - BASEMENT

MD102 - DEMOLITION PLAN - MAIN LOBBY

MD103 - DEMOLITION PLAN - 2ND FLOOR

ELECTRICAL SHEET INDEX

E001 - ELECTRICAL NOTES, SYMBOLS, AND LEGENDS

E101 - ELECTRICAL PLAN - BASEMENT

E102 - ELECTRICAL PLAN - MAIN FLOOR

E103 - ELECTRICAL PLAN - 2ND FLOOR

E501 - ELECTRICAL DETAILS

SUMMARY OF WORK 01 10 00 - 1

SECTION 01 10 00 – SUMMARY OF WORK

PART 1 - GENERAL

1.1 SUMMARY

A. Scope of Work: Component Descriptions

1. The scope of the project will be to complete the construction of the equipment and systems for the HVAC replacement units for the Auditorium and the new Fire Alarm system for the building. New building construction will not be required.

B. Definitions:

1. For purposes of administering the total project, the following definitions shall apply to any project documents or any standard forms related to the contract.

a. The Owner is Culture & Heritage Museums of York County, 4621 Mt. Gallant

Road, Rock Hill, South Carolina, or its designated representative.

b. The Designer is CMTA, 8801 J.M. Keynes Drive, Suite 240, Charlotte, NC 28262 or that person or persons designated by the Designer for the general administration of the work.

c. The Contractor and its tiered subcontractors is the successful bidder for each Bid

Package as defined in Specific Summaries of Work.

C. Documents:

1. Drawings are listed on the title sheet of the drawings and the Bid Package Manual

“Drawings and Specifications Log”.

2. Specifications are listed in the table of contents of this project manual, showing divisions and the related sections. Specifications are also listed in the Bid Package Manual

“Drawings and Specifications Log”.

3. Certain portions of the work of this contract may be designed and documented separately by other consultants. Coordinate the work shown in all sets of documents.

4. Successful Contractors will be required to provide contract documents as required at their own expense. The Designer will not provide or reproduce documents for the Contractors.

1.2 CONTRACT PROVISIONS

A. Contract: Construct the work under a single prime contract. It is acceptable that the single prime be mechanical, as long as this Contractor carries required General Contractor licensures and provide subcontractors to complete the remaining work.

B. Contracts will be with Culture & Heritage Museums of York County.

C. All Contractors are responsible for the provisions of Division 00 and Division 01. All

Contractors are responsible for the provisions of the specifications sections enumerated within the Specific Summary of Work for which they are preparing a proposal. All Contractors are responsible to review all applicable specification sections that are not enumerated within their

SUMMARY OF WORK 01 10 00 - 2

specific scope of work to ensure that their proposals incorporate any/all provisions that are applicable to the work of their trade(s) and those subcontractors within the project beneath them.

D. Work in each specification division will consist of that described herein, complete in all respects. The sections as described and listed are in no way to be taken as all-inclusive of the work for each division. In any specification section, reference to work described in the sections listed in the Summary of Work and Specific Summary of Work sections will be performed by the contractor for such work, even though referred to in sections not listed under their trade category. The Contractor must provide all material, equipment, labor, and supervision in order to perform the work described in the provisions, as well as those items listed under the Specific

Summary of Work, the Designer's Project Manual, and as indicated on the Drawings and addenda. Should a conflict arise between any of the aforementioned documents, the most stringent of the requirements will be adhered to in the completion of the work.

E. Related Work of Other Contracts:

1. Cooperate and coordinate this work with work provided under other contracts.

1.3 LAYOUT

A. Location of Apparatus: Consider as approximate the location of apparatus, equipment, fixtures, piping outlets, etc. shown or specified but not specifically dimensioned. The actual location will be required to suit conditions at the time of installation. Before installation, consult the Designer to determine the location. Also, consult with contractors and examine their drawings to avoid conflicts with their work and equipment.

B. Field Measurements: Before beginning any work, thoroughly examine the drawings and specifications and carefully check dimensions. Report any discrepancy, error or defect to the

Designer. Verify all dimensions by measurements at the construction site and take any other measurements necessary to verify the drawings and to properly lay out the work. Call any discrepancy affecting the layout of the work to the Designer’s attention in sufficient time for his consideration and direction. Do not proceed with the project until the discrepancy is resolved.

1.4 GENERAL PROTECTION

A. All Contractors will be held responsible for the protection of existing construction. Material or equipment exceeding design live load will not be permitted on concrete slabs. Smoking or use of tobacco products will not be permitted on site. Food and drinks are not permitted in the buildings.

1.5 INTERIOR AIR QUALITY DURING CONSTRUCTION

A. All Contractors will utilize appropriate dust control procedures to reduce the risk of allowing air borne contaminants into adjacent building areas. This includes, but is not limited to, dust control procedures during all site activities.

B. All vacuum cleaners will be equipped with HEPA filters.

SUMMARY OF WORK 01 10 00 - 3

C. The construction area will be damp mopped or vacuumed weekly by all Contractors as directed by the Prime Contractor. All surfaces must be cleaned twice monthly.

D. All porous materials such as insulation will be protected from exposure to moisture (items, which remain exposed to moisture for more than a few hours may need to be replaced).

E. All workers are required to be dust free prior to entering any occupied space within the facility.

Egress in and out of construction areas will be determined by the Prime Contractor and identified on the staging and logistics plan.

F. Mechanical Contractor is responsible to protect the existing and or new HVAC systems on all projects.

G. All waste material, which can release odor or dust, should be covered or sealed.

H. All site work activities will be conducted so as to reduce dust.

I. All containers of liquid products should be kept closed as much as possible.

J. All liquid spills or leaks are to be reported to the Prime Contractor immediately. The Prime

Contractor will designate a point of contact (POC) for all such issues. All spills must be documented in Contractor Daily Reports.

1.6 PROJECT CONDITIONS

A. Project Working Hours:

1. Regular working hours are Monday through Friday from 8:00 A.M. to 5:00 P.M. Hours will be extended when necessary to maintain the project schedule or as dictated by construction sequence requirements so as not to disrupt the Owner's operations.

2. Subcontractors are not allowed on site unless the appropriate contractor's superintendent is on site.

3. Conditions at the Construction Site: Visit the construction site and note all its pertinent features including location, accessibility, and general character of the site and areas adjacent to it. Be aware of these and all other conditions under which the project must be executed. Be aware of the ways in which these conditions will affect the work under this contract in any way.

B. Phasing and Coordination of Facilities: The Contractor must coordinate his staging and construction operations to minimize interference with the Owner’s ongoing operations, as well as provide for safe and secure access to the existing adjacent facilities by the Owner’s personnel and the public. During the course of construction, relocate existing services and utilities as required to provide for uninterrupted service to existing facilities, coordinate with the Owner and Designer and give minimum 72-hour notice before interrupting services for the purpose of switching over to temporary services.

1. Prior to start of construction, coordinate all construction operations with the Owner and

Designer to assure uninterrupted operation of existing adjacent facilities.

SUMMARY OF WORK 01 10 00 - 4

C. Publicity: Without exception, no publicity or publicity releases (newspaper, radio, television, advertisements, publications, signs, etc.) shall be used or issued without the Owner or

Designer’s prior review and written approval.

D. Conduct: All construction personnel shall act in a professional manner. Abusive and vulgar language is not permitted in construction areas, to and from construction areas, and in the use of hand-held radios. Fraternization with Owner personnel and students is strictly prohibited. If such behavior results, immediate dismissal of the offending person from the job site will be demanded. No spitting on the floors or other unsanitary actions will be tolerated.

E. Personnel:

1. Management and field supervision personnel acceptable to the Designer, qualified to supervise, organize and coordinate in proper fashion the activities of his subcontractors on the project shall be provided by the Contractor. Changes in personnel are subject to the approval of the Designer.

2. All construction personnel are to wear identification such as a badge, hat or shirt which identifies the company by which the person is employed. Sleeveless and tank-top shirts, torn or ripped pants, and shorts are prohibited. Safety footwear, hardhats and safety glasses shall be worn at all times. No exceptions.

3. At any time during the construction and completion of the work covered by these specifications, if the conduct of any workman of the various crafts is adjudged ungentlemanly and a nuisance to the Owner, Designer or the public, or if the workman is considered to be incompetent or detrimental to the work, the Contractor shall order such parties removed immediately from the grounds.

4. Each contractor to provide a qualified full-time superintendent acceptable to the

Designer. Each Contractor shall keep a Superintendent on the Project during the progress of the Work, for purposes of coordination with other Contractors, and if required by the

Owner, regardless of whether said Contractor has work currently in progress.

F. Project Directory:

1. Prime Contractor will maintain a project directory that will include the contact information for all Contractors and their major Subcontractors and Vendors

Superintendents and Project Managers:

a. Contact Name

b. Office Phone No.

c. Fax No.

d. Home Phone No.

e. Pager No.

f. Mobile No.

g. E-mail Address

2. The Project Directory information must be submitted to the Designer within seven (7) calendar days of the date of the Contract and prior to the first Approval for Payment. (A

Project Directory Information Request is included in the Trade Contractor Document

Exhibits.)

G. Noise Control:

1. Operations which require the use of machines which produce excessive noise such as rotary hammers, jack hammers, and engines on construction equipment and which will be in or near (within 200 feet) of public ways or adjacent properties shall be coordinated with the Owner and Designer prior to use to minimize nuisance caused by excessive

SUMMARY OF WORK 01 10 00 - 5

noise. All engines and noise-producing equipment shall be equipped with mufflers where commercially standard.

1.7 CONTRACTOR’S RIGHTS AND RESPONSIBILITIES

A. Contractor’s Use of Premises:

1. Exclusive and complete within the limits as directed by the Owner and Designer.

2. Upon signing the contract, the Owner will make the project site available to the

Contractor for the operations under the Contract.

3. Confine operations at project site to areas permitted by law, ordinances, permits, contract documents.

4. Do not unreasonably encumber site with materials and equipment or block the Owner’s access.

5. Do no load structure with weight that will endanger structure.

6. Assume full responsibility for protection and safekeeping of products stored on premises.

7. Move stored products which interfere with operations of Owner and other contractors.

8. Obtain and pay for use of additional storage and work areas needed for operations.

9. Cooperate and coordinate Contractor’s work and subcontractors with other work on site, including access to the site.

B. Contractor Responsibilities:

1. Contractor shall furnish all material, labor, tools, supplies, equipment, transportation, superintendence, temporary construction of each nature, insurance, taxes, contributions and all services and facilities, unless specifically excepted, and install all materials, items and equipment required to complete the construction of the project, as set forth in the contract documents.

a. Allow access by Owner, Designer and their agents to site for areas as noted on the documents.

b. Designate delivery date for each product in the construction progress schedule.

c. Review shop drawings, product data, and samples. Submit to the Designer with notification of any discrepancies or problems anticipated in the use of the product.

d. Receive, unload and handle products at the site, including uncrating and storage.

e. Promptly inspect products, record shortages, damaged or defective items

f. Protect products from exposure to elements and from damage.

g. Assemble, install, connect, adjust, and finish products, as stipulated in the respective sections of specifications.

h. Repair or replace items damaged by Contractor, or damaged in shipment or transit.

i. Pay all required sales, consumer and use taxes.

j. Secure and pay for, as necessary for execution of the work and as applicable, all permits, fees and licenses.

k. Give all notices required by the contract documents or by governing regulations.

l. Comply with codes, ordinances, rules, regulations, orders and other legal requirements of public authorities which pertain to proper performance of the work, and promptly submit written notice to the Designer of any observed variance of the contract documents from legal requirements.

m. Enforce proper discipline and good order among employees at all times.

Employees and subcontractors shall not in any manner interfere with or cause any form of nuisance to the Owner’s personnel or the public.

SUMMARY OF WORK 01 10 00 - 6

n. Maintain secure, safe and sound entry and exit access to the site at all times for

Owner’s personnel, deliveries and workers.

1.8 OWNER’S RIGHTS AND RESPONSIBILITIES

A. Partial Owner Occupancy:

1. Owner reserves right to use and occupy in whole or any part of the improvements which have been completed sufficiently to permit use and occupancy without delaying

Contractor’s work. Use of the central energy plant by Owner shall not, however, be construed as an acceptance of Work or any part, and any claim which Owner may have against Contractor shall not be deemed to have been waived by use of the central energy plant. If prior use of the work delays the scheduled completion, Contractor shall be entitled to extension of time. Claims shall be in writing and shall be substantiated with supporting data.

2. Owner, Designer and Contractor approval is required for execution of Certificate of

Substantial Completion for each specific portion of the work prior to Owner use of the central energy plant.

3. Prior to Owner use of the central energy plant the appropriate Trade Contractor shall provide temporary service as required.

4. After Owner use of the central energy plant Contractor shall allow:

a. Access for Owner’s personnel and the public.

b. Operation of the HVAC, plumbing, and electrical systems for occupied areas.

c. Owner’s maintenance, insurance, security and protection of occupied areas.

5. Upon use of the central energy plant, the Owner will be provided with:

a. Operation of HVAC, plumbing and electrical systems for occupied areas.

b. Maintenance, insurance, security and protection of central energy plant.

1.9 EXISTING CONDITIONS

A. Sub-Surface Soils Investigation:

1. Contractor shall make any additional investigations he deems necessary to properly price any and all work related thereto. No additional amounts will be made available to the

Contractor for work arising from failure to examine the project site or subsoil conditions unless specifically provided for elsewhere in the specifications for this project.

B. Survey of Existing Conditions:

1. Contractor acknowledges by executing the agreement that he has visited and inspected the project site in which the work is to be performed, that he has satisfied himself as to the nature and location of the work, including any obstructions, amount of work, actual levels, the equipment and facilities needed preliminary to and during the prosecution of the work, and all other matters which can in any way affect the work or the cost thereof under this contract.

2. Contractor shall locate as necessary drainage or sewer lines, water, gas, and other utility and electrical service lines, piping and conduits that may be in the way of new work. He shall see that services which are to be removed have been capped or plugged and made gas and water tight in conformance with applicable requirements of governing authorities and utility firms.

SUMMARY OF WORK 01 10 00 - 7

3. Failure by Contractor to have acquainted himself with available information concerning site conditions, including factors affecting costs and liabilities, shall not relieve

Contractor of responsibility for performance of work in accordance with requirements of contract documents, and for amount of consideration named or other determined.

C. Concealed Utilities:

1. Identify as necessary underground utilities and expose using Hydro Excavation. Once utility is exposed, Contractor is responsible for adequately protecting the system from damage during the work. If relocation is required in order to properly protect the system and keep the facility operational then proper steps need to be taken to achieve such measures. When concealed utilities or services which are not shown on the drawings are encountered during construction operations, the Contractor shall trace the services and determine which are active and which are abandoned. Abandoned lines shall be removed and piping shall be capped or plugged as required. Active lines shall be relocated as required. The Contractor shall submit a sketch indicating the proposed relocations of such active lines. Materials to be used shall be those specified in the applicable sections, where possible, and shall match the existing installations where suitable materials are not specified.

2. The Contractor shall be responsible for removing abandoned lines and relocating active lines which interfere with new work.

3. No excavation shall commence without adhering to the Site Utility Locating and Posting

Policy.

1.10 LIFE SAFETY

A. All Contractors are responsible for sealing (fire caulking, etc.) their penetrations per all OSF

Building Code requirements and Underwriters Laboratories, Inc. (UL) approved assemblies as called out in the International Building Code (latest edition). Each Contractor will submit to the

Designer, via the Project Expeditor, copies of Product Data for all products used. The cost of repair damaged fireproofing or fire caulking, etc. will be charged to the Contractor who caused the damage.

1.11 COMPLIANCE WITH LAWS (INCLUDING IMMIGRATION LAWS)

A. COMPLIANCE WITH FEDERAL, STATE, AND MUNICIPAL LAWS: Contractor will comply with all federal, state and municipal laws and regulations relating to performance of its duties hereunder including, but not limited to, those laws and regulations concerning wage and hours, payment of taxed, laws prohibiting discrimination and harassment, and compliance with the requirements of the Immigration and Control Act of 1986.

B. ACKNOWLEDGEMENT OF COMPLIANCE: Contractor represents and warrants that it is in compliance with and agrees that it will retain in compliance with the provisions of the

Immigrations Reform and Control Act of 1986, including but not limiting to the provisions of the Act: (1) prohibiting hiring and continued employment of unauthorized aliens, (2) requiring verification and recordkeeping with respect to identity and eligibility for employment and (3) prohibiting discrimination on the basis of national origin, United States citizenship, or intending citizen status.

SUMMARY OF WORK 01 10 00 - 8

C. Contractor specifically agrees that it will certify to Owner and Designer if requested by Owner or Designer, in writing, that Contractor is in compliance with all I-9 requirements with respect to each and every of Contractor’s employees.

D. By entering into this Agreement, Contractor certifies that it maintains and follows an established policy to verify the employment authorization of its employees and to ensure continued compliance for the duration of employment, and that all personnel that are being used, or will be used to perform service pursuant to this Agreement are authorized to work legally within the United States. Contractor further certifies that Contractor is without knowledge of any fact that would render any employee, contractor or Contractor of Contractor ineligible to legally work in the United States and to perform the specific services requested by

Owner and Project Expeditor.

E. MAINTENANCE OF RECORDS: Contractor shall be responsible for the creation and retention of all employment records or documents required by law, including but not limited to:

1. Time and payroll records for all employees of Contractor performing labor for Owner and Designer.

2. Employment Eligibility Verification Form (I-9) for all Contractor employees working on

Owner and Project Expeditor’s jobsites. The I-9 Form shall be used by Contractor to verify that persons employed by Contractor are eligible to work in the United States.

F. SELF AUDITS: Contractor agrees that it will perform self-audits of it’s I-9 compliance on no less than an annual basis as measured from the date of execution of this agreement and that

Contractor has completed it’s I-9 self audit and resolved any problems or deficiencies identified in the course of said audit.

G. WORK PERFORMED BY AUTHORIZED INDIVIDUALS: Contractor will not allow any of its agents or employees to perform services on behalf of Owner and Designer or enter upon

Owner’s jobsites unless said persons are legitimately entitled to work according to the laws of the United States. Contractor will promptly notify Owner and Designer should an employee subsequently lose authorization to work in the United States, and Contractor will immediately remove such employee from Owner’s worksites and not reassign such employee to work at

Owner’s worksite unless Contractor has confirmed that the individual has regained authorization to legally work in the United States

H. INDEMNITY: To the fullest extent permitted by law, Contractor agrees to indemnify Owner and Designer and hold Owner and Designer harmless from all Contractor’s failing to comply with U.S. immigration laws.

END OF SECTION 01 10 00

ALLOWANCES 01 21 00 - 1

SECTION 01 21 00 – ALLOWANCES

1.1 SUMMARY

A. Include in the base contract sum, or alternates if stated to do such, the following work allowances. Allowances are in addition to the work required to complete the work in the bid documents. Unless otherwise indicated, include all costs for labor, material taxes, overhead, profit, fees and associated costs. If quantities actually used differ from quantities established in this allowance, the contract sum shall be adjusted, using the unit price values submitted on the

Form of Proposal, when the actual cost of work is determined, by change order issued in accordance with the Supplementary General Conditions and Division 1 specifications. The unused portion of all allowances shall be credited to the Owner at the completion of the work.

1.2 SUBMITTALS

A. Review Submittals: Prior to beginning work on any of the scheduled allowances, submit shop drawings, samples, and other data in accordance with the General Conditions and

Supplementary Conditions, for review.

B. Documentation: When required by the Designer, submit invoices, bills of lading, and other documentation substantiating actual cost of the work included in the allowance.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION (Not Used)

END OF SECTION 01 21 00

UNIT PRICES 01 22 00 - 1

SECTION 01 22 00 – UNIT PRICES

1.1 SUMMARY

A. The Contractor shall quote in his Form of Proposal unit prices, which include all labor, materials, erection, the proper allowance for overhead, profit, bond, insurance, plus Social

Security, state and federal taxes to cover the finished work of the several kinds called for.

Changes shall be processed in accordance with the Supplementary General Conditions. The

Contractor hereby guarantees unit prices quoted until the Date of Final Completion. Any modifications made to the format of unit prices may cause proposal to be rejected.

1.2 ADJUSTMENT OF COSTS

A. Unit Prices: Should the Contractor be required to perform work over and above that required by

Contract Documents, or should he be ordered to omit work required by Contract Documents, he will be paid extra, or shall credit the Owner, as the case may be, on basis of unit prices quoted in his Proposal Form, prices quoted being sum total compensation payable or creditable for such items in place.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION (Not Used)

END OF SECTION 01 22 00

CONTRACT MODIFICATION PROCEDURES 01 26 00 - 1

SECTION 01 26 00 – CONTRACT MODIFICATION PROCEDURES

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary

Conditions and other sections of the Bid Package Manual, apply to this Section.

1.2 SUMMARY

A. This Section specifies administrative and procedural requirements for handling and processing contract modifications.

B. Related Sections include the following:

1. Bid Package Manual Section “Allowances” for procedural requirements for handling and processing allowances.

2. Bid Package Manual Section “Unit Prices” for administrative requirements for using unit prices.

3. Bid Package Manual Section “Substitutions and Product Options” for administrative procedures for handling requests for substitutions made after Contract Award.

4. Bid Package Manual “Change Order Summary Form”. All proposals are to use this form as the coversheet

1.3 PROPOSAL REQUESTS

A. Owner-Initiated Proposal Requests: Designer 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.

B. Proposal Requests issued by Designer are for information only. Do not consider them instructions either to stop work in progress or to execute the proposed change.

C. Within ten (10) days after receipt of Proposal Requests, submit a quotation estimating cost adjustments to the Contract Sum and the Contract Time necessary to execute the change.

1. Include a 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.

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

3. 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, CONTRACT MODIFICATION PROCEDURES 01 26 00 - 2 and activity relationship. Use available total float before requesting an extension of the

Contract Time.

D. Contractor-Initiated Proposals: If latent or unforeseen conditions require modifications to the

Contract, Contractor may propose changes by submitting a request for a change.

1. Include a statement outlining reasons for the change and the effect of the change on the

Work. Provide a complete description of the proposed change. Indicate the effect of the proposed change on the Contract Sum and the Contract Time.

2. Include a 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.

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

4. 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.

5. Comply with requirements in Bid Package Manual Section “Substitutions and Product

Options” if the proposed change requires substitution of one product or system for product or system specified.

E. Change Order Summary Form: For Change Order proposals use forms provided.

F. Overhead and Profit: Overhead shall include all Conditions of the Contract and all general requirements such as Project management, scheduling, home office expense, layout, reproduction of Drawings and Specifications, testing and inspection, shop drawings and sample coordination, shop drawing preparation, proposal request estimating, supervision (including general and nonworking foremen), small tools and expendable items, taxes, temporary facilities and services, including access and safety provisions, record drawings, estimating general and administrative overhead, and profit. Pricing of proposal requests need to be accomplished within 10 calendar days maximum following receipt by the Contractor.

G. In the event of additions and deletions of items of direct labor and/or material, the item quantities shall be algebraically summed prior to the incorporation of applicable prices, Unit

Prices, and/or the overhead and profit percentage if applicable.

H. Overhead and Profit shall not exceed fifteen (15%) on own labor, material, and rentals and ten

(10%) on subcontracted work. Five (5%) on deductive work.

1.4 CHANGE ORDER PROCEDURES

A. On Owner’s approval of a Proposal Request, the Designer will issue a Change Order to the

Contractor. Contractor will sign the Change Order and forward all copies to the Designer. The

Designer will forward to the Owner for review and signature. The Owner will return to the

Designer, who will forward to OSF for review and signature. OSF will return to the Designer, who will forward an original of the executed Change Order.

CONTRACT MODIFICATION PROCEDURES 01 26 00 - 3

END OF SECTION 01 26 00

PAYMENT PROCEDURES 01 29 00 - 1

SSECTION 01 29 00 – PAYMENT PROCEDURES

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary General

Conditions and other Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. This Section specifies administrative and procedural requirements necessary to prepare and process Applications for Payment.

B. Related Sections include the following:

1. Bid Package Manual Section “Contract Modification Procedures” for administrative procedures for handling changes to the Contract.

2. Bid Package Manual Section “Unit Prices” for administrative requirements governing use of unit prices.

3. Bid Package Manual Section “Construction Scheduling” for administrative requirements governing preparation and submittal of Contractor's Construction Schedule and

Submittals Schedule.

1.3 DEFINITIONS

A. Schedule of Values: A statement furnished by Contractor allocating portions of the Contract

Sum to various portions of the Work and used as the basis for reviewing Contractor's

Applications for Payment.

1.4 SCHEDULE OF VALUES

A. Coordination: Coordinate preparation of the Schedule of Values with preparation of Project

Construction Schedule.

B. Correlate line items in the Schedule of Values with other required administrative forms and schedules, including the following:

1. Application for Payment forms with Continuation Sheets.

2. Submittals Schedule.

3. Project Construction Schedule.

C. Submit the Schedule of Values to Designer at earliest possible date but no later than twenty-one days before the date scheduled for submittal of initial Applications for Payment.

PAYMENT PROCEDURES 01 29 00 - 2

D. Sub-schedule: Where the Work is separated into phases requiring separately phased payments, provide sub-schedules showing values correlated with each phase of payment.

E. Format and Content: Use the Project Manual table of contents as a guide to establish line items for the Schedule of Values. Provide at least one line item for each Specification Section.

1. Identification: Include the following Project identification on the Schedule of Values:

a. Project name and location

b. Names of Designer

c. Contractor’s name and address

d. Date of Submittal

e. Submit on the AIA Document G703 Continuation Sheets.

f. For the preliminary schedule, fill in columns A through C, breaking the value of work according to the divisions and sections of the Project Manual.

g. Provide a breakdown of the Contract Sum in enough detail to facilitate continued evaluation of Applications for Payment and progress reports. Use the individual

Section numbers listed in the Table of Contents of the Project Manual as the basis for format for listing costs of work. Provide several line items for principal subcontract amounts, where appropriate.

h. Arrange the schedule of values so that labor and materials are called out separately.

i. Provide a separate line item in the Schedule of Values for each part of the Work where Applications for Payment may include materials or equipment purchased or fabricated and stored onsite, but not yet installed.

j. Itemize separate line item costs for such items as Performance and Labor and

Materials Payment Bonds.

k. All Contractors responsible for MEP coordination drawings shall include a line item for coordination drawings.

l. Upon request by Designer, furnish supporting data to substantiate its correctness.

m. For each line item, which was, installed value of more than 10 percent of the total construction cost, break down costs to list major products or operations under each item.

n. Round off figures to nearest One Hundred ($100.00) dollars; total shall equal the

Contract Sum.

2. Cash Flow: Submit with the Schedule of Values a cash flow schedule of the best estimate of the approximate sum of each month’s construction, projected through the duration of the project.

3. Allowances: Provide a separate line item in the Schedule of Values for each allowance.

Show line-item value of unit-cost allowances, as a product of the unit cost, multiplied by measured quantity. Use information indicated in the Contract Documents to determine quantities.

4. Schedule Updating: Update and resubmit the Schedule of Values before the next

Applications for Payment when Change Orders result in a change in the Contract Sum.

1.5 APPLICATIONS FOR PAYMENT

A. Each Application for Payment shall be consistent with previous applications and payments as certified by Designer and paid for by Owner.

1. Initial Application for Payment, Application for Payment at time of Owner's acceptance, and final Application for Payment involve additional requirements.

PAYMENT PROCEDURES 01 29 00 - 3

B. Payment Application Times: Progress payments shall be submitted to the Designer by the 20th of the month. The period covered by each Application for Payment is one month, ending on the

25th day of the month.

C. Payment Application Forms: Use AIA Document G702/CMa and AIA Document G703

Continuation Sheets as form for Applications for Payment in addition to the following attachments:

1. “Affidavit of Release of Liens;" Section 316.

2. Partial Waiver and Lien Release

3. Record Drawings Affidavit

4. Appendix E

5. State of South Carolina and County Sales and Use Tax Forms

6. Signed updated project schedule

D. Application Preparation: Complete every entry on form. Notarize and execute by a person authorized to sign legal documents on behalf of Contractor. Designer will return incomplete applications without action.

1. Entries shall match data on the Schedule of Values and Contractor's Construction

Schedule. Use updated schedules if revisions were made.

2. Include amounts of Change Orders issued before last day of construction period covered by application.

E. Transmittal: Submit 5 signed and notarized original copies of each Application for Payment to

Designer. All copies shall include required attachments.

1. Transmit each copy with a transmittal form listing attachments and recording appropriate information about application.

F. Initial Application for Payment: Administrative actions and submittals that must precede or coincide with submittal of first Application for Payment include the following:

1. List of subcontractors.

2. Schedule of Values.

3. Product lists.

4. Schedule of unit prices.

5. Submittals Schedule (preliminary if not final).

6. List of Contractor's staff assignments.

7. Copies of specialty permits required for Contractor’s own work.

8. Copies of authorizations and licenses from authorities having jurisdiction for performance of the work required for Contractor’s own work.

G. Final Payment Application: Submit final Application for Payment with releases and supporting documentation not previously submitted and accepted, including, but not limited, to the following:

1. Evidence of completion of Project closeout requirements.

2. Insurance certificates for products and completed operations where required and proof that taxes, fees, and similar obligations were paid.

3. Updated final statement, accounting for final changes to the Contract Sum.

4. List of minority business subcontractors and material suppliers, showing breakdown and contract information.

5. “Contractor’s Affidavit of Payment of Debts and Claims;" Section 317.

6. AIA Document G706A, "Contractor's Affidavit of Release of Liens;" Section 316.

PAYMENT PROCEDURES 01 29 00 - 4

7. AIA Document G707, "Consent of Surety to Final Payment;" Section 318.

8. CMTA - Final Waiver and Release by Contractor/Supplier.

9. Evidence that claims have been settled.

10. Final, liquidated damages settlement statement.

H. Stored Materials

1. A payment which requests monies for materials delivered and stored, but not yet incorporated into the project, will be accompanied by an itemized list of materials.

Contractors shall furnish all receipts, vouchers or other documentation required to substantiate the itemization in the application. A properly executed waiver of lien and insurance certificate for stored materials shall be attached for the specific pay application.

2. If materials stored off-site and the Designer is required to inspect it, such costs, including the Designer's time and travel costs, shall be borne by the Contractor.

3. Payments due to the Trade Contractor that are unpaid for more than thirty (30) days from the due date of the Trade Contractor’s invoice shall bear interest at the annual rate of

ZERO PERCENT (0%) from the due date, compounded monthly.

END OF SECTION 01 29 00

PROJECT MEETINGS 01 31 19 - 1

SECTION 01 31 19 – PROJECT MEETINGS

1.1 SUMMARY

A. The Owner and Designer shall schedule and administer a preconstruction meeting, to be held on the date of the Notice to Proceed.

B. The Prime Contractor shall schedule and administer weekly progress meetings, and specifically called meetings throughout the progress of the Work.

1.2 PRE-CONSTRUCTION MEETING

A. Location: As determined by the Owner.

B. Attendance:

1. Owner’s Representative, Designer and his professional consultants, as appropriate.

2. Contractor’s Superintendent and Project Manager.

3. Major contractors and suppliers.

4. Others as appropriate.

C. Suggested Agenda:

1. Distribution and discussion of list of major subcontractors and suppliers, and projected construction progress schedules.

2. Critical work sequencing, major equipment deliveries and priorities.

3. Project Coordination; designation of responsible personnel

D. Procedures and processing of:

1. Field decisions.

2. Proposal requests.

3. Submittals.

4. Change Orders.

5. Applications for Payment

6. Distribution of Contract Documents.

7. Procedures for maintaining Record Documents.

8. Use of premises, construction facilities, construction aids and temporary utilities.

9. Safety, security and first-aid procedures.

10. Quality control.

1.3 PROGRESS MEETING

A. Schedule regular weekly progress meetings or as requested by the Prime Contractor.

B. Hold called meetings as required by progress of the Work.

PROJECT MEETINGS 01 31 19 - 2

C. Location of the Meetings: As determined by the Owner.

D. Attendance:

1. Designer

2. Contractors who work has been ongoing within the past fifteen (15) days, are currently, or will begin within the next fifteen (15) days will be required to attend the Weekly

Progress Meetings.

3. Contractors as requested by the Designer.

4. Subcontractors and suppliers as appropriate to the agenda.

5. Project Manager and Superintendent for each Contractor must attend.

6. Others as required.

E. The Prime Contractor shall for weekly meetings:

1. Prepare agenda for meetings and distribute prior to each meeting.

2. Make physical arrangements for meetings.

3. Preside at weekly meetings and record minutes; include all significant proceedings and decisions.

4. Reproduce and distribute copies of minutes within five (5) days after each meeting to all participants and parties affected by decisions made at the meeting. Furnish copies of minutes to Designer and Owner’s representative.

F. Suggested Agenda:

1. Review minutes of previous meetings.

2. Review of work progress since previous meetings.

3. Field observations, problems, conflicts, and problems that impede construction progress schedule.

4. Review of off-site fabrication, delivery schedules.

5. Corrective measures and procedures to regain projected schedule, or revisions to construction progress schedule.

6. Plan for progress during succeeding work period and coordination of schedules.

7. Review submittal schedules; expedite as required.

8. Review Requests for Information log

9. Contract Document log

10. Maintenance of quality standards.

11. Coordination and horizon issues.

G. Review Proposed Changes for:

1. Effect on construction progress schedule and on completion date.

2. Effect on other contracts of the Project.

3. Representatives of contractors, subcontractors, and suppliers attending the meetings shall be qualified and authorized to act on behalf of the entity each represents.

4. Attendance is required at the Progress Meetings and is documented by signing in on the sign-in sheet. Contractors with ongoing work must have representation that is familiar with the project and has the authority to make financial decisions for the Contractor attend the progress meetings.

1.4 SCHEDULE MEETING:

A. Schedule regular monthly schedule update meetings or as requested by the Designer.

PROJECT MEETINGS 01 31 19 - 3

B. Hold called meetings as required by progress of the Work.

C. Location of the Meetings: As determined by the Owner.

D. Attendance:

1. Designer and his professional consultants as needed.

2. Contractors who work has been ongoing within the past fifteen (15) days, are currently, or will begin within the next fifteen (15) days will be required to attend the Weekly

Progress Meetings.

3. Contractors as requested by the Designer.

4. Subcontractors and suppliers as appropriate to the agenda.

5. Others as required.

E. Each Contractor shall for weekly meetings:

1. Provide updated schedule information as requested by the Designer no later than three

(3) days before the schedule meeting

F. Suggested Agenda:

1. Review updated schedule information provided by all Contractors and impact to overall project schedule.

2. Representatives of contractors, subcontractors, and suppliers attending the schedule meetings shall be qualified and authorized to act on behalf of the entity each represents.

3. Attendance is required at the Schedule Meetings and is documented by signing in on the sign-in sheet. Contractors with ongoing work must have representation that is familiar with the project and has the authority to make financial decisions for the Contractor attend the Schedule Meetings.

END OF SECTION 01 31 19

CONSTRUCTION SCHEDULE 01 32 00 - 1

SSECTION 01 32 00 – CONSTRUCTION SCHEDULE

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary General

Conditions and other Division 01 Specification Sections, apply to this Section.

1.2 PROJECT MILESTONE DATES

A. Each contractor’s bid pricing is to be based on meeting the Project Milestone Dates below.

DESCRIPTION DATE(S)

“Intent to Award” letter issued in order to facilitate HVAC

Unit shop drawing submittals to expedite review.

TBD

Anticipated Notice to Proceed – Final date TBD. TBD

Final project substantial completion 120 Calendar Days from

N.T.P.

Substantial completion with commissioning punch lists complete.

180 Calendar Days from

N.T.P.

1.3 SUMMARY

A. This Section includes administrative and procedural requirements for documenting the progress of construction during performance of the Work, including the following:

1. Preliminary Construction Schedule.

2. Construction Schedule.

3. Submittals Schedule.

4. Daily construction reports.

5. Special reports.

B. Related Sections include the following:

1. Bid Package Manual Section “Payment Procedures” for submitting the Schedule of

Values.

2. Bid Package Manual Section “Project Meetings” for submitting and distributing meeting and conference minutes.

3. Bid Package Manual Section “Submittals” for submitting schedules and reports.

4. Bid Package Manual Section “Testing Laboratory Service” for submitting a schedule of tests and inspections.

CONSTRUCTION SCHEDULE 01 32 00 - 2

1.4 DEFINITIONS

A. Activity: A discrete part of a project that can be identified for planning, scheduling, monitoring, and controlling the construction project. Activities included in a construction schedule consume time and resources.

1. Critical activities are activities on the critical path. They must start and finish on the planned early start and finish times.

2. Predecessor Activity: An activity that precedes another activity in the network.

3. Successor Activity: An activity that follows another activity in the network.

B. CPM: Critical path method, which is a method of planning and scheduling a construction project where activities are arranged based on activity relationships. Network calculations determine when activities can be performed and the critical path of Project.

C. Critical Path: The longest connected chain of interdependent activities through the network schedule that establishes the minimum overall Project duration and contains no float.

D. Event: The starting or ending point of an activity.

E. Float: The measure of leeway in starting and completing an activity.

1. Free float is the amount of time an activity can be delayed without adversely affecting the early start of the successor activity.

2. Total float is the measure of leeway in starting or completing an activity without adversely affecting the planned Project completion date.

F. Fragnet: A partial or fragmentary…