Contract Number:

Award Date:

Expiration Date:

PROJECT MANUAL

FOR

Fire Station 13 Roof Replacement Project

BID NUMBER:

269-2026-200

OWNER:

CITY OF CHARLOTTE, NORTH CAROLINA

ADVERTISEMENT DATE:

March 23, 2026

V. 3-13-2024_Bonfire

City of Charlotte 00 01 00 Department of General Services Introductory Information

PROJECT NUMBER: 269-2026-200 Page 00 01 00 - 1

PROJECT NAME: FIRE STATION 13 ROOF REPLACEMENT PROJECT

00 01 00 - INTRODUCTORY INFORMATION

SEALS PAGE

TABLE OF CONTENTS

LIST OF DRAWING SHEETS

LIST OF SPECIFICATIONS

PROJECT NUMBER: 269-2026-200 Page 00 01 00 - 2

PROJECT NAME: FIRE STATION 13 ROOF REPLACEMENT PROJECT

SEALS PAGE

Project Technical Specifications prepared for the City of Charlotte, 600 East Fourth Street; Charlotte, North Carolina 28202:

Seal and Signature of Professional of Record

PROJECT NUMBER: 269-2026-200 Page 00 01 00 - 3

PROJECT NAME: FIRE STATION 13 ROOF REPLACEMENT PROJECT

TABLE OF CONTENTS

00 01 00 - INTRODUCTORY INFORMATION

SEALS PAGE

TABLE OF CONTENTS

LIST OF DRAWING SHEETS

LIST OF SPECIFICATIONS

00 10 00 - ADVERTISEMENT FOR BIDS

00 20 00 - INSTRUCTIONS TO BIDDERS (AIA # A701) DRAFT

00 40 00 - BID FORM AND SUPPLEMENTS

BID FORM

COMMERCIAL NON-DISCRIMINATION CERTIFICATION

CBI FORM 3 - SUBCONTRACTOR / SUPPLIER UTILIZATION COMMITMENT

SUBSTITUTION REQUEST FORM (BID PHASE)

ROOF MANUFACTURERS ACKNOWLEDGMENT

EXPERIENCE MODIFICATION RATING (EMR) FACTOR LETTER

BID BOND

00 45 00 - CHARLOTTE BUSINESS INCLUSION (CBI) PROGRAM

00 50 00 - AGREEMENT (AIA #A101) DRAFT

00 60 00 - PROJECT FORMS

CONTRACTOR'S AFFIDAVIT RELEASE AND WAIVER OF CLAIM

STATE / COUNTY SALES / USE TAX STATEMENT

CHANGE ORDER FORM

CONTRACTORS WARRANTY

00 65 00 - DUKE ENERGY – SMART SAVER INCENTIVE PROGRAM

00 66 00 - WASTE STREAM MANAGEMENT PLAN

00 67 00 - E-VERIFY

00 68 00 – NC PROHIBITION ON CONTRACTS WITH COMPANIES THAT INVEST IN IRAN OR

BOYCOTT ISRAEL

00 69 00 - COMMERCIAL NON-DISCRIMINATION CERTIFICATION

00 70 00 - GENERAL CONDITIONS (AIA #A201)

00 90 00 - ADDENDA

EXHIBIT A – INSURANCE AND BONDS

DIVISIONS 01 – 07 TECHNICAL SPECIFICATIONS

PROJECT NUMBER: 269-2026-200 Page 00 01 00 - 4

PROJECT NAME: FIRE STATION 13 ROOF REPLACEMENT PROJECT

LIST OF DRAWING SHEETS

DRAWING NUMBER TITLE

C01 COVER

AP-1 APPENDIX B

DP01 DETAIL PLAN

R-1 ROOF DETAILS

R-2 ROOF DETAILS

R-3 ROOF DETAILS

RA-1 ROOF ACCESSORIES

TP-1 TAPER PLAN

WU-01 WIND UPLIFT PLAN

PROJECT NUMBER: 269-2026-200 Page 00 01 00 - 5

PROJECT NAME: FIRE STATION 13 ROOF REPLACEMENT PROJECT

LIST OF SPECIFICATIONS

DIVISION # 00 PROCUREMENT AND CONTRACTING REQUIREMENTS

SECTION # 00 01 01 TITLE PAGE

SECTION # 00 01 10 TABLE OF CONTENTS

SECTION # 00 01 15 LISTING OF DRAWINGS

SECTION # 00 31 26 ASBESTOS LETTER

SECTION # 00 31 26.1 ASBESTOS REPORT

SECTION # 00 65 36 CONTRACTOR’S WARRANTY FORM

DIVISION # 01 GENERAL REQUIREMENTS

SECTION # 01 11 00 SUMMARY OF WORK

SECTION # 01 14 00 WORK RESTRICTIONS

SECTION # 01 21 00 CONTINGENCY AND ALLOWANCES

SECTION # 01 22 00 UNIT PRICES

SECTION # 01 25 00 SUBSTITUTION PROCEDURES

SECTION # 01 26 00 CONTRACT MODIFICATION PROCEDURES

SECTION # 01 31 19 PROJECT MEETINS

SECTION # 01 33 00 SUBMITTAL PROCEDURES

SECTION # 01 40 00 QUALITY REQUIREMENTS

SECTION # 01 42 00 REFERENCES

SECTION # 01 50 00 TEMPORARY FACILITIES AND CONTROLS

SECTION # 01 60 00 PRODCUT REQUIREMENTS

SECTION # 01 73 29 CUTTING AND PATCHING

SECTION # 01 74 13 PROGRESS AND FINAL CLEANING

SECTION # 01 74 19 CONSTRUCTION AND WASTE MANAGEMENT DISPOSAL

SECTION # 01 77 00 CLOSEOUT PROCEDURES

SECTION # 01 78 36 WARRANTIES

DIVISION # 06 ROUGH CARPENTRY

SECTION # 06 10 00 ROUGH CARPENTRY

DIVISION # 07 THERMAL AND MOISTURE PROTECTION

SECTION # 07 52 16.11 COLD APPLIED MODIFIED BITUMEN MEMBRANE

SECTION # 07 62 00 SHEET METAL FLASHING AND TRIM

City of Charlotte 00 10 00 Department of General Services Advertisement for Bids

PROJECT NUMBER: 269-2026-200 Page 00 10 00 - 1

00 10 00 - ADVERTISEMENT FOR BIDS

The City of Charlotte (hereinafter the “City”) will receive sealed bids for the following Project:

PROJECT NAME: Fire Station 13 Roof Replacement Project

PROJECT NUMBER: 269-2026-200

PRE-BID DATE: April 7, 2026

PRE-BID TIME: TIME, AM/PM (LOCAL TIME)

PRE-BID LOCATION: 4337 Glenwood Drive, Charlotte, North Carolina 28208

BID DUE DATE: April 21, 2026 BID DUE TIME: No later than 1:00 PM (LOCAL TIME)

BID SUBMITTAL LOCATION: Bids must be submitted electronically through the Procurement Portal

(https://charlottenc.bonfirehub.com)

BID OPENING DATE: April 21, 2026

BID OPENING TIME: 1:00 PM (LOCAL TIME)

BID OPENING LOCATION: Microsoft Team Meeting Only

Meeting Link:

https://teams.microsoft.com/meet/2411372819224?p=pM2jjJs6PICi7EajK5 Meeting Number (access code): 241 137 281 922 4 Meeting Password: Je2f5hb6

Call in (audio only):

+1 872-256-4172,,487507873# United States, Chicago

PRE-BID MEETING AND SITE VISIT ATTENDANCE

Prospective Bidders, subcontractors, specialty contractors, and suppliers will have an opportunity to ask questions and familiarize themselves with the Project. A walk‐through of the project site will occur directly after the pre‐bid meeting to obtain a better understanding of the project scope of work. Any information exchanged during the meeting that impacts the project bid documents or the bid process is non‐binding unless subsequently issued in an addendum.

The pre-bid meeting and site visit are not mandatory, but attendance is strongly advised.

RIGHT TO REJECT

The City of Charlotte reserves the right to reject any and all bids and to waive any informalities or technicalities as it may deem to be in its best interest.

https://teams.microsoft.com/meet/2411372819224?p=pM2jjJs6PICi7EajK5 tel:+18722564172,,487507873

PROJECT NUMBER: 269-2026-200 Page 00 10 00 - 2

DESCRIPTION OF WORK:

The existing roof areas consist of four inches (4”) of lightweight concrete, attached tapered isocyanurate insulation, perlite, and a 2-ply modified bitumen roof membrane. The existing roof area consists of a metal deck, mechanically attached tapered isocyanurate insulation, perlite and a 2-ply modified bitumen roof membrane. The existing roof systems shall be removed to lightweight concrete or metal deck.

PROJECT LOCATION: 4337 Glenwood Drive, Charlotte, North Carolina 28208.

EXPERIENCE MODIFICATION RATING (EMR)

An EMR of .9 or less averaged over the past three (3) full years, is required to be considered for award of this project.

A letter, on the Insurance Carrier’s letterhead, documenting the EMR Factor rating is required at the time of the Bid and must be included in the Bid Submission.

SUBSTITUTION DURING BID PHASE

The intent of these bid documents is to comport with North Carolina General Statute 133-3 in all instances.

Refer to AIA 701 3.3 SUBSTITUTIONS for additional information.

Substitution requests will be accepted only from general contractors who have purchased the bid documents. Submit e-mail requests as follows:

• The subject line must identify:

o The fact that it is a substitution request, o The name of the project, and o The specification section number for the product;

• All materials shall be in PDF format;

• Manufacturer’s model number, and other pertinent identification;

• Attest that the alternate material is in compliance with all specification requirements; and

• A line by line comparison of the substituted product compared with the specified products shall be included with the product information.

Equivalent submittals shall specify manufacturer’s model number, and other pertinent identification, and attest that the alternate material is in compliance with all specification requirements

All requests must be submitted no later than seven (7) full calendar days, as stated herein or as amended by addendum, prior to the day that bids are due. Request received after this deadline will not be addressed by the architect. Submit request to the following:

Doug Buchanan Wolf Trail Engineering 1001 Lancaster Avenue Monroe, North Carolina 28112 Main Phone: 704-282-0826 Email: Doug@Wolftrailengineering.com

BID DOCUMENTS:

mailto:Doug@Wolftrailengineering.com

PROJECT NUMBER: 269-2026-200 Page 00 10 00 - 3

Bidding documents, which includes a downloadable copy of one (1) Project Manual and one (1) full-size Drawing set, are available for free from the Procurement Portal at https://charlottenc.bonfirehub.com .

Bidders must be properly licensed under North Carolina state law to perform the work.

A 5% bid security is required with each bid that equals or exceeds $300,000. Bid security shall be submitted in accordance with article § 4.2 BID SECURITY of SECTION 00 20 00 – INSTRUCTIONS TO BIDDERS.

FOR THIS PROJECT, BIDS MUST BE SUBMITTED ELECTRONICALLY THROUGH THE PROCUREMENT PORTAL (HTTPS://CHARLOTTENC.BONFIREHUB.COM). All bid documents shall be submitted in accordance with article § 4.3 SUBMISSION OF BIDS of SECTION 00 20 00 – INSTRUCTIONS TO BIDDERS.

ENGINEERING ESTIMATE:

The estimated cost of this Project is $250,000-$$499,999.

PROJECT INFORMATION REQUEST:

For information regarding this Invitation to Bid, contact as follows:

Jordan Politowicz, Contracts Administrator City of Charlotte Department of General Services – City Procurement 600 East Fourth Street Charlotte, NC 28202 Direct Phone: 980-420-4986 Email: Jordan.Politowicz@Charlottenc.gov

Please submit questions or inquiries in writing through the Vendor Discussions section of the Procurement Portal (https://charlottenc.bonfirehub.com) at least seven (7) calendar days before the Bid Due Date. Questions or inquiries past this deadline may not be addressed by the City prior to the Bid Due Date.

CHARLOTTE BUSINESS INCLUSION (CBI) PROGRAM:

This project is subject to the requirements of the City’s Charlotte Business INClusion (CBI) Program to promote diversity, inclusion, and local business opportunities in the City’s contracting and procurement process for Minority, Women, and Small Business Enterprises headquartered in the Charlotte Combined Statistical Area.

CBI Goal: The following Subcontracting Goals have been established for this project:

MBE = 0%

WBE = 0%

Questions relating to the CBI Program should be addressed in writing to:

Joshua Burrus, Compliance Specialist Email: Joshua.Burrus@charlottenc.gov https://charlottenc.bonfirehub.com/ mailto:Jordan.Politowicz@Charlottenc.gov https://charlottenc.bonfirehub.com/ mailto:Joshua.Burrus@charlottenc.gov

City of Charlotte 00 20 00 Department of General Services Instructions to Bidders

PROJECT NUMBER: 269-2026-200 Page 00 20 00 - 1

PROJECT NAME: FIRE STATION 13 ROOF REPLACEMENT PROJECT

00 20 00 - INSTRUCTIONS TO BIDDERS (AIA # A701) DRAFT

(10 separately numbered pages)

AIA

Document A701™ – 2018 Instructions to Bidders

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved.

The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:15:40 ET on 10/12/2021 under Order No.3898834834 which expires on 10/20/2021, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

User Notes: (1852860784)

ADDITIONS AND DELETIONS:

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

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

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

This document has important legal consequences.

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

FEDERAL, STATE, AND LOCAL

LAWS MAY IMPOSE

REQUIREMENTS ON PUBLIC

PROCUREMENT CONTRACTS.

CONSULT LOCAL AUTHORITIES

OR AN ATTORNEY TO VERIFY

REQUIREMENTS APPLICABLE TO

THIS PROCUREMENT BEFORE

COMPLETING THIS FORM.

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

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

for the following Project:

(Name, location, and detailed description)

«Fire Station 13 Roof Replacement Project » «4337 Glenwood Drive » «Charlotte, North Carolina 28208 »

THE OWNER:

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

«City of Charlotte »« » «600 East Fourth Street » «Charlotte, North Carolina 28202 »

THE ARCHITECT:

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

«Wolf Trail Engineering »« » «1001 Lancaster Avenue » «Monroe, North Carolina 28112 »

For this project, the term “Architect” shall mean the registered Engineer under whose seal this project is designed.

TABLE OF ARTICLES

1 DEFINITIONS

2 BIDDER’S REPRESENTATIONS

3 BIDDING DOCUMENTS

4 BIDDING PROCEDURES

5 CONSIDERATION OF BIDS

6 POST-BID INFORMATION

7 PERFORMANCE BOND, PAYMENT BOND AND INSURANCE

8 ENUMERATION OF THE PROPOSED CONTRACT DOCUMENTS

9 NOTICE TO PROCEED AND PRE-CONSTRUCTION CONFERENCE

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved.

The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:15:40 ET on 10/12/2021 under Order No.3898834834 which expires on 10/20/2021, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms

ARTICLE 1 DEFINITIONS

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

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

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

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

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

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

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

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

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

§ 1.10 The Total Base Bid is the total amount of the Base Bid and Contingency.

§ 1.11 The Contingency is the allowance on the Bid Form to be added to the Base Bid.

§ 1.12 An Allowance is a pay item indicated on the Bid Form, including but not limited to the Contingency allowance, which may only be used by the Contractor upon written instructions from the Owner. Any portion of any Allowance remaining at the end of the Contract shall revert to the Owner. The Owner reserves the right to change any Allowance amount prior to award of the Contract.

§ 1.13 The Contract Sum is the total amount of the Base Bid, the Contingency and the selected Alternates.

§ 1.14 Procurement Portal shall mean the electronic portal where Bids will be digitally submitted. The portal can be accessed at https://charlottenc.bonfirehub.com.

ARTICLE 2 BIDDER’S REPRESENTATIONS

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

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

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

.3 the Bid complies with the Bidding Documents;

.4 the Bidder has visited the site, become familiar with local conditions under which the Work is to be performed, and has correlated the Bidder’s observations with the requirements of the Proposed Contract Documents. The submission of a bid shall be conclusive evidence that the Bidder has investigated and is satisfied as to the conditions to be encountered; the character, quality and scope of work to be performed;

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved.

The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:15:40 ET on 10/12/2021 under Order No.3898834834 which expires on 10/20/2021, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms the quantities of materials to be furnished; and the conditions and requirements of the proposal, plans and contract under which his Bid is offered;

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

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

.7 The Bidder is properly licensed under North Carolina state laws to perform the Work described in the Bidding Documents.

ARTICLE 3 BIDDING DOCUMENTS

§ 3.1 Electronic Bids All bids shall be prepared and submitted in accordance with the following requirements. Failure to comply with any of the requirement may cause the bid to be considered irregular and may be grounds for bid rejection.

1) Bidders shall obtain an account on the Procurement Portal ‘Bonfire’ to bid electronically at https://charlottenc.bonfirehub.com.

2) Bidders shall download and read carefully the proposed contract documents and all other supplemental documents enumerated in Article 8 of these Instructions from the Procurement Portal.

3) Bidders shall download electronic bid submittal forms from the Procurement Portal. Bid submittal forms includes

1) Bid Form, 2) CBI Form -3: Subcontractor / Supplier Utilization Commitment, 3) Commercial Non- Discrimination Certification Form, and 4) Substitution Form. Each form must be completed in its entirety. Upon completion, bidders shall upload them back on the Procurement Portal as part of the bid submittal. Failure to complete and submit the required forms may be grounds for bid rejection.

4) The bid shall be accompanied by a bid bond or bid deposit when applicable. The bid bond shall be prepared in accordance with Article 4.2 Bid Security of these Instructions.

5) Addenda will be published on the Procurement Portal. Bidders shall be responsible for inquiring if any addendum has been issued and shall acknowledge receipt of all addenda on the “Bid Form"

6) All bids shall be submitted with an electronically affixed digital signature. Affixing a digital ID to the bid shall be equivalent of signing before a notary public. If the bidder does not have such digital ID, a wet signature will be acceptable when it is notarized on the bid form.

7) On the day of the bid opening, bids will be opened, printed on paper and read publicly at the time mentioned in the Advertisement for Bids.

§ 3.2 Distribution § 3.2.1 Bidders shall obtain complete Bidding Documents, as indicated below, from the issuing office designated in the advertisement or invitation to bid, for the document charge, if any, stated therein.

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

« Procurement Portal (https://charlottenc.bonfirehub.com) »

§ 3.2.2 Deleted.

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

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

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

§ 3.3 Modification or Interpretation of Bidding Documents § 3.3.1 The Bidder shall carefully study the Bidding Documents, shall examine the site and local conditions, and shall notify the Architect of errors, inconsistencies, or ambiguities discovered and request clarification or interpretation pursuant to Section 3.3.2. . The submission of a Bid shall be construed as conclusive evidence that the Bidder has made such examination.

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved.

The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:15:40 ET on 10/12/2021 under Order No.3898834834 which expires on 10/20/2021, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms

§ 3.3.2 Requests for clarification or interpretation of the Bidding Documents shall be submitted by the Bidder in writing and shall be received by the Owner, as identified in the Advertisement or Invitation to Bid, at least seven (07) days prior to the date for receipt of Bids.

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

« Bidders shall submit questions or inquiries in writing through the Vendor Discussions section of the Procurement Portal (https://charlottenc.bonfirehub.com »

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

§ 3.4 Substitutions § 3.4.1 The use of brand names/manufacturers or models in the Bidding Documents is intended solely to denote the quality standard of the desired product and is not intended to restrict Bidders to a specific brand, make, manufacturer or name. The brand names/manufacturers or models are intended to convey the general style, type, character and quality of product. Equivalent products will be considered acceptable provided that approval of the specific product has been given in writing by the Architect.

§ 3.4.2 Substitution Process § 3.4.2.1 Written requests for substitutions shall be received by the Owner, with a copy to the Architect at least seven

(07) days prior to the date for receipt of Bids. Requests for substitution shall be submitted via email as described in the Advertisement for Bids.

§ 3.4.2.2 Bidders shall submit substitution requests on a Substitution Request Form if one is provided in the Bidding Documents. Requests for product substitutions shall be accompanied by information sufficient for the Architect to make a determination as to the equivalency of a product.

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

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

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

§ 3.4.5 Deleted.

§ 3.5 Addenda § 3.5.1 Addenda will be transmitted to Bidders known by the issuing office to have received complete Bidding Documents.

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

« Addenda will be published on the Procurement Portal at https://charlottenc.bonfirehub.com. »

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

§ 3.5.3 Deleted.

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved.

The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:15:40 ET on 10/12/2021 under Order No.3898834834 which expires on 10/20/2021, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms

§ 3.5.4 Prior to submitting a Bid, each Bidder shall ascertain that the Bidder has received all Addenda issued, and the Bidder shall acknowledge their receipt in the Bid. Addenda shall become part of the Contract whether or not received or acknowledged by the Bidder.

ARTICLE 4 BIDDING PROCEDURES

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

§ 4.1.2 All blanks on the bid form shall be legibly executed.

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

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

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

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

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

§ 4.1.8 A Bidder shall incur all costs associated with the preparation of its Bid. Bids shall include all applicable sales and use taxes which are Non-Eligible for reimbursement. Refer to AIA Document A201, Section 3.6.1 to determine Eligible and Non-Eligible Taxes.

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

(Insert the form and amount of bid security.)

« A five percent (5%) bid security is required with each bid that equals or exceeds $300,000.00. Bid security shall be in the form of cash, or a cashier’s check, or a certified check on some bank or trust company insured by the Federal Deposit Insurance Corporation. In lieu of making the cash deposit as above provided, the Bidder may file a bid bond executed by a corporate surety licensed under the laws of North Carolina to execute such bonds, conditioned that the surety will upon demand forthwith make payment to the obligee upon said bond if the Bidder fails to execute the contract in accordance with the bid bond. The condition of the bid bond or bid deposit is: the Principal shall not withdraw its Bid within ninety (90) calendar days after the bid opening and, if the Owner shall award a contract to the Principal, the Principal shall, within ten (10) calendar days after award of the contract, give satisfactory performance and payment bonds with good and sufficient surety as required for the faithful performance of the contract and for the protection of all persons supplying labor and materials in the prosecution of the Work. »

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

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

§ 4.2.3 If a surety bond is required as bid security, it shall be written on AIA Document A310™, Bid Bond, unless otherwise provided in the Bidding Documents. The attorney-in-fact who executes the bond on behalf of the surety shall affix to the bond a certified and current copy of an acceptable power of attorney. The Bidder shall provide surety bonds from a company or companies lawfully authorized to issue surety bonds in the jurisdiction where the Project is located.

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved.

The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:15:40 ET on 10/12/2021 under Order No.3898834834 which expires on 10/20/2021, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms

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

(a) the Contract has been executed and bonds, if required, have been furnished; (b) the specified time has elapsed so that Bids may be withdrawn; or (c) all Bids have been rejected.

§ 4.2.5 Electronic Execution of Statutorily-Required Bid Bond: Traditionally, the City has required bonds to be submitted as hard copies with wet signatures. Until further notice, the City will also accept electronically executed bid bonds to satisfy the requirements of N.C.G.S. 143-129(b). In order for electronically executed bid bonds to be valid, a principal and N.C. licensed surety must agree to transact by electronic means. Additionally, the City requires the bidder and surety to use digital signatures that have the following characteristics: (a) each signature is unique to the person using it; (b) the signatures are capable of certification; and (c) each signature is under sole control of the person using it. The notary requirement is waived for bid bonds that are signed electronically.

The bid bond must meet all other statutory criteria for bid bonds and must be submitted in compliance with the Instruction to Bidders. The City reserves the right to reject bid bonds that do not meet the above criteria.

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

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

« Bids must be submitted electronically through the Procurement Portal (https://charlottenc.bonfirehub.com) »

§ 4.3.2 DELETED.

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

§ 4.3.4 The Bidder shall assume full responsibility for timely submitting at the Procurement Portal designated for receipt of Bids.

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

§ 4.4 Modification or Withdrawal of Bid § 4.4.1 Prior to the date and time designated for receipt of Bids, a Bidder may submit a new Bid to replace a Bid previously submitted, or withdraw its Bid entirely.

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

§ 4.4.3 Withdrawal of Bids after the receipt of Bids shall be made in accordance with N.C. General Statutes 143-129.1.

ARTICLE 5 CONSIDERATION OF BIDS

§ 5.1 Opening of Bids If stipulated in an advertisement or invitation to bid, or when otherwise required by law, Bids properly identified and received within the specified time limits will be publicly opened and read aloud. A summary of the Bids may be made available to Bidders. The Owner reserves the sole right and discretion to identify the official bid clock for purposes of receiving bids. In the event of technical difficulties or adverse weather conditions, the Owner reserves the right to postpone the reading of bids past the advertised bid opening time and date.

§ 5.2 Rejection of Bids Unless otherwise prohibited by law, the Owner shall have the right to reject any or all Bids. A bid not accompanied by a required bid security or by other data required by the Bidding Documents, or a bid which is in any way incomplete or irregular is subject to rejection

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved.

The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:15:40 ET on 10/12/2021 under Order No.3898834834 which expires on 10/20/2021, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms

§ 5.3 Acceptance of Bid (Award) § 5.3.1 It is the intent of the Owner to award a Contract to the lowest responsive and responsible Bidder, provided the Bid has been submitted in accordance with the requirements of the Bidding Documents and does not exceed the funds available. Unless otherwise prohibited by law, the Owner reserves the sole right to waive informalities and irregularities in a Bid received and to accept the Bid which, in the Owner’s judgment, is in the Owner’s best interests.

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

§ 5.3.3 Bids may be held by the Owner for a period not to exceed ninety (90) calendar days from the date of the bid opening for the purpose of reviewing bids and investigating the qualifications of bidders.

§ 5.3.4 The Owner reserves the right to rescind the award of any contract at any time prior to issuance of a Notice to Proceed.

ARTICLE 6 POST-BID INFORMATION

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

§ 6.1.1 Bidders must be experienced in the class of work proposed who can refer to projects of similar magnitude and scope that have been successfully completed by them within the past three (3) years. The Contractor’s Qualification Statement may include, but is not limited to, the Bidder’s past projects, financial capability, staff qualifications and availability, references, litigation or claims against the Bidder, and list of equipment available to execute the Work. The Owner reserves the right to request such qualifications from Bidders as part of its bid evaluation. The Bidder’s failure to submit the requested qualifications statement within the timeframe specified by the Owner may be grounds for bid rejection.

§ 6.2 DELETED

§ 6.3 Submittals § 6.3.1 Bidders shall submit WITH THE BID the following information:

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

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

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

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

§ 6.3.3 Deleted.

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

ARTICLE 7 PERFORMANCE BOND, PAYMENT BOND AND INSURANCE

§ 7.1 Bond Requirements § 7.1.1 For Bids equal to or greater than $300,000.00, the successful Bidder shall provide performance and payment bonds, each in the amount of one hundred percent (100%) of the Contract Sum. Bonds shall be submitted to the Owner within ten (10) calendar days of award of the Contract and shall be in conformance with N.C. General Statutes 44A-33.

Failure to provide acceptable bonds within ten (10) calendar days of award of the Contract shall be just cause for

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved.

The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:15:40 ET on 10/12/2021 under Order No.3898834834 which expires on 10/20/2021, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms forfeiture of the bid bond or bid deposit and rescinding the award of the Contract. Award may then be made to the next lowest responsive, responsible bidder or the Project may be re-advertised at the Owner’s sole discretion..

§ 7.1.2 The cost of furnishing such bonds shall be included in the Base Bid. In the event the Total Base Bid submitted by the Bidder is less than $300,000.00, but the Owner selects to accept Alternates in such that the Total Base Bid plus accepted Alternates is equal to or greater than $300,000.00, then the cost of furnishing such bonds will be required after receipt of bids and before execution of the Contract; the cost of such bonds shall be added to the Bid in determining the Contract Sum. Also, submission of base bid should include payment and performance bond cost for owner contingency in determining the Contract Sum.

§ 7.1.3 The Bidder shall provide surety bonds from a company or companies lawfully authorized to issue surety bonds in the jurisdiction where the Project is located.

§ 7.1.4 Deleted.

§ 7.1.5 Electronic Execution of Statutorily-Required Performance and Payment Bonds: Traditionally, the City has required bonds to be submitted as hard copies with wet signatures. Until further notice, the City will also accept electronically executed performance and payment bonds to meet the requirements of N.C.G.S. 143-129(c) and Article 3 of Chapter 44A of the General Statutes. In order for electronically executed bid bonds to be valid, a principal and N.C. licensed surety must agree to transact by electronic means. Additionally, the City requires the bidder and surety to use digital signatures that have the following characteristics: (a) each signature is unique to the person using it; (b) the signatures are capable of certification; (c) each signature is under sole control of the person using it; and (d) each signature is linked to document in such a manner that if the text of the document is changed, the electronic signature is invalidated. The notary requirement is waived for payment and performance bonds that are signed electronically and electronically submitted.

Per N.C.G.S. 44A-33, bonds are still required to be submitted to the City upon ten (10) calendar days of award of the Contract.

The bonds must meet all other statutory criteria for payment and performance bonds and must be submitted in compliance with the Instruction to Bidders. The City reserves the right to reject payment and performance bonds that do not meet the above criteria.

§ 7.2 Time of Delivery and Form of Bonds § 7.2.1 The Bidder shall deliver the required bonds to the Owner within ten (10) calendar days of award of the contract.

§ 7.2.2 Unless otherwise provided, the bonds shall be written on AIA Document A312, Performance Bond and Payment Bond. Both bonds shall be written in the amount of the Contract Sum. The Owner shall be named as beneficiary.

§ 7.2.3 The bonds shall be dated on or after the date of the Contract.

§ 7.2.4 The Bidder shall require the attorney-in-fact who executes the required bonds on behalf of the surety to affix to the bond a certified and current copy of the power of attorney.

§ 7.3 Certificates Of Insurance § 7.3.1 The successful Bidder shall submit a Certificate of Insurance on a form satisfactory to the Owner within ten (10) calendar days of award of the contract in the amounts required by the Contract Documents.

ARTICLE 8 ENUMERATION OF THE PROPOSED CONTRACT DOCUMENTS

§ 8.1 Copies of the proposed Contract Documents have been made available to the Bidder and consist of the following documents:

.1 AIA Document A101™–2017, Standard Form of Agreement Between Owner and Contractor, unless otherwise stated below.

(Insert the complete AIA Document number, including year, and Document title.)

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved.

The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:15:40 ET on 10/12/2021 under Order No.3898834834 which expires on 10/20/2021, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms

.2 AIA Document A201™–2017, General Conditions of the Contract for Construction, unless otherwise stated below.

(Insert the complete AIA Document number, including year, and Document title.)

.3 Drawings

Number See List of Drawing Sheets (Section 00 01 00 of the Project Manual).

.4 Specifications

Title Drawings and Project Manual for Fire Station 13 Roof Replacement Project.

.5 Addenda:

Number Date Pages

.6 Other Exhibits:

(Check all boxes that apply and include appropriate information identifying the exhibit where required.)

[ « » ] AIA Document E204™–2017, Sustainable Projects Exhibit, dated as indicated below:

(Insert the date of the E204-2017.)

« N/A »

[ « » ] The Sustainability Plan:

Title Date Pages N/A

[ «X» ] Supplementary and other Conditions of the Contract:

Document Title 00 10 00 Advertisement for Bids 00 20 00 Instructions to Bidders (AIA A701™ - 1997) 00 40 00 Bid Form and Supplements 00 45 00 Charlotte Business INClusion (CBI) Provisions and Form 00 60 00 Project Forms 00 65 00 Duke Energy – Smart Saver Incentive Program 00 66 00 Waste Stream Management Plan 00 67 00 E-Verify 00 68 00 NC Prohibition on Contracts with Companies that Invest in Iran or Boycott Israel 00 69 00 Commercial Non-Discrimination Certification 00 70 00 General Conditions (AIA A201™ - 2007) 00 90 00 Addendum EXHIBIT A Insurance and Bonds

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved.

The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 09:15:40 ET on 10/12/2021 under Order No.3898834834 which expires on 10/20/2021, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms

.9 Other documents listed below:

(List here any additional documents that are intended to form part of the Proposed Contract Documents.)

« N/A »

ARTICLE 9 Notice To Proceed and Pre-Construction Conference § 9.1 Notice To Proceed § 9.1.1 The Owner will issue a Notice to Proceed (NTP) to the Contractor upon award and execution of the Contract. The Contractor shall not perform any Work prior to the date on which the Notice to Proceed commences.

§ 9.1.2 The Owner reserves the right to issue an Administrative Notice to Proceed authorizing the Contractor to place orders for products requiring long-lead times, or obtain certain permits prior to beginning any Work. If an Administrative Notice to Proceed is issued, the Contractor shall not perform any Work prior to the date on which the Notice to Proceed commences.

§ 9.2 Pre-Construction Conference § 9.2.1 A pre-construction conference will be scheduled as soon as practicable after award of the Contract. The Contractor shall attend the pre-construction conference with his prospective project site superintendent, any anticipated major subcontractors and major suppliers. A proposed progress schedule in a form satisfactory to the Owner and a statement of the anticipated monthly progress payments showing the percent of progress each month shall be submitted by the Contractor to the Owner. The Contractor shall also provide at least two (2) local telephone numbers that may be used to contact the Contractor or the Contractor’s authorized representative in the event of an emergency after normal business hours. The Contractor shall also provide the name of the Contractor’s on-site representative who is OSHA certified.

City of Charlotte 00 40 00 Department of General Services Bid Form and Supplements

PROJECT NUMBER: 269-2026-200 Page 00 40 00 - 1

00 40 00 - BID FORM AND SUPPLEMENTS

Bidder shall download individual BID FORM AND SUPPLEMENTAL FORMS posted on the Procurement Portal at https://charlottenc.bonfirehub.com

BID FORM

COMMERCIAL NON-DISCRIMINATION CERTIFICATION

CBI FORM 3 - SUBCONTRACTOR/SUPPLIER UTILIZATION COMMITMENT

SUBSTITUTION REQUEST FORM (BID PHASE)

ROOF MANUAFACTURERS ACKNOWLEDGEMENT

EXPERIENCE MODIFICATION RATING (EMR) FACTOR LETTER

PROJECT NUMBER: 269-2026-200 Page 00 40 00 - 2

ALL BLANKS MUST BE COMPLETED

BIDDER NAME:

PROJECT NAME: Fire Station 13 Roof Replacement Project

PROJECT NUMBER: 269-2026-200

UNIT PRICES:

The following unit prices are to be included in the lump sum base bid below and are further defined in the specifications under DIVISION 01 SECTION 01 22 00 – UNIT PRICES.

ITEM #: DESCRIPTION UNIT UNIT PRICE

UP-1 Fire Treated Wood Blocking & Installation, 2X6 nominal. BD/FT $

ALLOWANCES: NONE

BID:

Base Bid includes Unit Prices and Allowances.

Do NOT Include any North Carolina Sales & Use Tax that qualifies as eligible reimbursement per Division 00 Section 00 70 00 of this Project Manual.

BASE BID: $

+ 10,000 CONTINGENCY:

TOTAL BASE BID: $

ALTERNATE: NONE

PROJECT NUMBER: 269-2026-200 Page 00 40 00 - 3

SUBCONTRACTORS:

List the major subcontractors to perform the work on this project indicated below and the contract amount of each.

Name of Firm Contract Amount

Mechanical: $

Plumbing: $

Electrical: $

General: $

ACKNOWLEDGEMENT OF ADDENDA:

The undersigned acknowledges receipt of the following addenda:

No. _______ Dated: ____________ No. _______ Dated: ____________

[REMAINDER OF PAGE INTENTIONALLY LEFT BLANK]

PROJECT NUMBER: 269-2026-200 Page 00 40 00 - 4

SUBMITTED BY:

The undersigned agrees to begin work promptly upon receipt of Notice to Proceed and to pursue the work with an adequate work force to complete the work within 60 calendar days from the Notice to Proceed. Liquidated Damages of $500 per calendar day are hereby agreed upon as assessment from the Contractor for failure to complete the work within the time period stated herein.

Type of Bidder: Sole Proprietor Partnership Corporation Limited Liability Company (check 1 box) Joint Venture

(if joint venture, complete this “Execution of Bid” sheet for each joint venture company and identify the “Name of Joint Venture” on each sheet)

NAME OF JOINT VENTURE: _________________________________________________________

Company Name:

Mailing Address:

City/State/Zip:

Telephone: Email:

Printed Name: Title:

Signature: North Carolina License Number:

Subscribed and sworn to before me this day of 20___

Signature of Notary Public of County

State of

My Commission Expires:

PROJECT NUMBER: 269-2026-200 Page 00 40 00 - 5

COMMERCIAL NON-DISCRIMINATION CERTIFICATION

PROJECT NAME: Fire Station 13 Roof Replacement Project

PROJECT NUMBER:…