PROJECT MANUAL

4014-22

For

Harmony Public Schools Canopy Package 2

HPS2026HoustonCanopy (Houston District Canopies) Harmony School of Fine Arts and Technology- 9115 Kirby Dr, Houston, TX 77054 Harmony School of Ingenuity - Houston- 10555 Stella Link Rd, Houston, TX 77025

Harmony Science Academy - Sugar Land - 13415 W Bellfort, Sugar Land, TX 77478

ISSUE FOR BID

February 2026

IDG Architects + Partners, Inc.

16650 Greenbriar Plaza Drive

Houston, TX 77060

HPS2026HoustonCanopy

HARMONY PUBLIC SCHOOLS – HOUSTON SOUTH DISTRICT

CANOPIES PROJECT DIRECTORY

RSP# HPS2026HoustonCanopy (Houston South District

Canopies) OWNER

Harmony Public Schools (HPS) 1255 Enclave Pkwy Houston, Texas 77077 Contact: Hayati Ugur, Director of Facilities Management Email: hugur@harmonytx.org

ARCHITECT

IDG Architects + Partners, Inc.

16650 Greenbriar Plaza Drive Houston, TX 77060 Phone: 832.448.2465 Contact: Cyrus Johnson / Ben McMillan Email: cjohnson@idgarch.com / bmcmillan@idgarch.com

HPS2026HoustonCanopy mailto:hugur@harmonytx.org mailto:cjohnson@idgarch.com mailto:bmcmillan@idgarch.com mailto:dmccaulley@ultimusengineering.com

Harmony Public Schools – Canopy Package 2

TABLE OF CONTENTS

DIVISION 00 – BIDDING REQUIREMENTS AND CONTRACT FORMS

00 00 00 00 01 03 00 01 10 00 01 15 00 02 00 00 21 00

Cover Directory Table of Contents List of Drawings

DIVISION 01 – GENERAL REQUIREMENTS

01 01 00 Summary of Work 01 02 70 Applications for Payment 01 12 00 Alteration Project Procedures 01 20 01 Project Meetings 01 28 00 Change Order Procedures 01 33 00 Submittal Procedures 01 40 00 Quality Requirements 01 45 29 Structural Testing and Inspections 01 50 00 Temporary Facilities 01 60 00 Materials and Equipment 01 63 30 Substitutions 01 63 31 Substitution Form 01 71 00 Cleaning 01 74 00 Warranties 01 78 00 Closeout Procedures

DIVISION 03 – CONCRETE

03 30 00 Cast in Place Concrete

DIVISION 05 – METALS

05 12 00 Structural Steel Framing 05 50 00 Metal Fabrications

DIVISION10 – SPECIALTIES

10 73 00 Protective Covers

DIVISION 31 - EARTHWORK

31 10 00 Site Preparation and Demolition

The list below is a description of the documents provided to the contractor as part of this Request for Competitive Sealed Proposal –

HPS2026HoustonCanopy (Houston District Canopies)

Harmony School of Fine Arts and Technology Drawings - Houston - 9115 Kirby Dr. Houston, TX 77054

General

G001 G002

Architectural:

A100 A101

Cover Sheet Drawing Index Accessibility Standards

Overall Site Plan Canopy Plan & Details

Harmony School of Ingenuity - Houston - 10555 Stella Link Rd, Houston, TX 77025 Drawings:

General

G001 G002

Architectural:

AD100

AD101

A100 A101

Structural:

S1.0 S1.1

Cover Sheet Drawing Index Accessibility Standards

Overall Site Demo Plan Demolition Plan Overall Site Plan Site Plan & Details

HPS2026HoustonCanopy

Harmony Science Academy - Sugar Land - 13415 W Bellfort, Sugar Land, TX 77478 Drawings:

General

G001 G002

Architectural:

AD100

A100 A101 A102

Cover Sheet Drawing Index Accessibility Standards

Overall Site Demo Plan Overall Site Plan Canopy 1 Plan & Details Canopy 2 Plan & Details

General Structural Criteria Foundation Plan

SECTION 01 01 00 SUMMARY OF WORK

PART ONE - GENERAL

1.1 GENERAL

A. Scope of work for the construction of 3 canopy additions at 3 separate Harmony campuses, is established in documents prepared by the architectural firm of lDG Architects + Partners, Inc. and its consultants, located in Plano, Texas.

B. Drawings and general provisions of Contract including General Conditions, Supplementary Conditions, Contracting Requirements and Division 1 Sections apply to the Work.

1.2 CONTRACTOR USE OF PREMISES

A. General: Staging area and parking for construction employees shall be fully coordinated with Owner, Architect and Contract Document requirements.

B. Use of Site: Limit the use of the premises to work in areas indicated. Confine construction operations to areas within contract limits indicated. Do not disturb portions of the site beyond the areas in which the Work is indicated.

C. Driveways & Entrances: Keep driveways and entrances serving the premises clear and available to site activities and emergency vehicles at all times. Do not use these areas for parking or storage of materials. Schedule deliveries to minimize space and time requirements for storage of materials and equipment on Project site.

1.3 WORK SEQUENCE:

A. Construct Work to accommodate the Owner's use of the premises during the construction period;

coordinate the construction schedule and operations with the Owner's Representative.

B. Construct the Work in stages to provide for public convenience.

1. Do not close off public use of facilities until completion of construction. Will provide alternative usage.

PART TWO – PRODUCTS (Not Used)

PART THREE – EXECUTION (Not Used)

END OF SECTION

SECTION 01 02 70 APPLICATIONS FOR PAYMENT

1.1 GENERAL

A. In addition to requirements of AlA Document A201-2007 General Conditions and other Contract Conditions, this section includes the following administrative and procedural requirements for applications for payment, including:

1. Schedule of Values

2. Payment Application Times

3. Payment Application Forms

4. Preparation of Application

5. Transmittal

6. Waivers of Mechanics Lien

7. Application for Payment at Substantial Completion

8. Final Payment Application

1.2 SCHEDULE OF VALUES

A. Before the first Application for Payment, submit to the Architect a Schedule of Values allocated to the various portions of the work.

B. Coordinate the preparation of Schedule of Values with preparation of Contractor's Construction Schedule. Correlate line items in Schedule of Values with other required administrative schedules and forms, including:

1. Contractor's construction schedule.

2. Application for Payment form.

3. List of subcontractors.

4. Schedules of allowances and alternates, where applicable.

5. List of products.

6. List of principal suppliers and fabricators.

7. Schedule of submittals.

C. Submit the Schedule of Values to Architect at the earliest feasible date, but not later than 7 days before the date scheduled for submittal of the first Application for Payment, which shall be organized in the Table of Contents format.

D. Format and Content:

1. Use the Table of Contents in the Project Manual as a guide to establish format for the -Schedule of Values.

2. Include the following Project identification on Schedule of Values:

a. Project name and location.

b. Architect's name and address.

c. Architect's project number.

d. Contractor's name and address.

e. Date of submittal.

3. Arrange the Schedule of Values in a tabular form with separate columns to indicate the following for each item listed:

a. Generic name.

b. Related specification section.

c. Name of Subcontractor.

d. Name of manufacturer or fabricator.

e. Name of supplier.

f. Change Orders (numbers) that have affected value.

g. Dollar value.

h. Percentage of Contract Sum to the nearest one-hundredth percent, adjusted to total 100%.

4. Provide a breakdown of the Contract Sum in sufficient detail to facilitate continued evaluation of Applications for Payment and progress reports.

Breakdown principal subcontract amounts into several line items.

5. Roundoff amounts to the nearest whole dollar; the total shall equal the Contract Sum.

6. For each part of the Work where an Application for Payment may include materials or equipment, purchased or fabricated and stored, but not yet installed, provide separate line items on the Schedule of Values for initial cost of the materials, for each subsequent stage of completion, and for total installed value of that part of the Work.

E. Margins of Cost:

1. Show line items for indirect costs, and margins on actual costs, only to the extent that such items will be listed individually in Applications for Payment.

2. Each item in the Schedule of Values and Applications for Payment shall be complete including the total cost and proportionate share of general overhead and profit margin.

3. At Contractor's option, temporary facilities and other major cost items that are not direct cost of actual work-in-place may be shown as separate line items in the Schedule of Values or distributed as general overhead expense.

F. Updating of Schedule:

1. Update and resubmit the Schedule of Values when Change Orders or Construction

Change Directives result in a change in Contract Sum.

1.3 APPLICATIONS FOR PAYMENT

A. At least 10 days before the date established for each progress payment, submit to the Architect an itemized Application for Payment for operations completed in accordance with the Schedule of Values.

B. Payment Application Times: Monthly.

C. Payment Application Forms:

1. Use latest edition of AlA Document G702-Application and Certificate for Payment and G703- Continuation Sheet.

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

1. The Application for Payment at time of Substantial Completion, and the final

Application for Payment involve additional requirements.

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

1. List of Subcontractors.

2. List of principal suppliers and fabricators.

3. Schedule of Values.

4. Contractor's Construction Schedule (preliminary if not final).

5. Schedule of principal products.

6. Submittal Schedule (preliminary if not final).

7. List of Contractor's staff assignments.

8. List of Contractor's principal consultants.

9. Copies of building permits.

10. Copies of authorizations and licenses from governing authorities for performance of the Work.

11. Initial progress report.

12. Report of pre-construction meeting.

13. Certificates of insurance and insurance policies.

14. Performance and payment bonds (if required).

15. Data needed to acquire Owner's insurance.

16. Copies of Sub-Contractor's invoices and lien releases.

F. Preparation of Application:

1. Complete every entry on the form, including notarization and execution by person authorized to sign legal documents on behalf of the Owner.

2. Incomplete applications will be returned without action.

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

Schedule. Use updated schedules if revisions have been made.

4. Include amounts of Change Orders and Construction Change Directives issued prior to the last day of the construction period covered by the application.

G. Transmittal:

1. Submit 3 executed copies of each Application for Payment to the Owner by means ensuring receipt within 24 hours; all copies shall be complete, including waivers of lien and similar attachments, when required.

2. Transmit each copy with a transmittal form listing attachments, and recording appropriate information related to the application in a manner acceptable to Architect.

1.4 WAIVERS OF MECHANICS LIEN

A. With each Application for Payment submit waivers of Mechanics Liens from subcontractors or sub- subcontractors and suppliers for the construction period covered by the previous application.

1. Submit conditional waivers on each item for the amount requested, prior to deduction for retainage, on each item.

2. When an application shows completion of an item, submit final or full waivers.

3. The Owner reserves the right to designate which entities involved in the Work must submit waivers.

B. Waiver Delays:

1. Submit each Application for Payment with the Contractor's waiver of mechanics lien for the period of construction covered by the application.

2. Submit final Application for Payment with or preceded by final waivers from every entity involved with performance of Work covered by the application who could lawfully be entitled to a lien.

C. Waiver Forms:

1. Submit waivers of lien on forms, and executed in a manner, as required by law and acceptable to Owner.

1.5 APPLICATION FOR PAYMENT AT SUBSTANTIAL COMPLETION

A. Following issuance of the Certificate of Substantial Completion, submit an Application for Payment. This application shall reflect any Certificates of Partial Substantial Completion issued previously for Owner occupancy of designated portions of the Work.

1. Coordinate with requirements of the General Conditions.

B. Administrative actions and submittals that shall proceed or coincide with this application include:

1. Occupancy permits and similar

2. Warranties (guarantees) and maintenance agreements.

3. Test, adjust, balance records.

4. Maintenance instructions.

5. Meter readings.

6. Start-up performance reports.

7. Change-over information related to Owner's occupancy, use, operation and maintenance.

8. Final cleaning.

9. Application for reduction of retainage, and consent of surety.

10. Advice on shifting insurance coverages.

11. Final progress photographs.

12. List of incomplete Work, recognized as exceptions to Architect's Certificate of

Substantial Completion.

1.6 FINAL PAYMENT APPLICATION

A. Administrative actions and submittals which must precede or coincide with submittal of the final payment Application for Payment include the following:

1. Completion of Project closeout requirements.

2. Completion of items specified for completion after Substantial Completion.

3. Assurance that unsettled claims will be settled.

4. Assurance that Work not complete and accepted will be completed without undue delay.

5. Transmittal of required Project construction records to Owner.

6. Certified property survey.

7. Proof that taxes, fees and similar obligations have been paid.

8. Removal of temporary facilities and services.

9. Removal of surplus materials, rubbish and similar elements.

10. Change of door locks to Owner's access.

B. Coordinate these requirements with the General Conditions.

SECTION 01 12 00 – ALTERATION PROJECT PROCEDURES

PART 1 - GENERAL

1.1 RELATED DOCUMENTS:

A. Drawings and general provisions of Contract, including General and Supplementary Conditions and other Division-1 Specification Sections, apply to work specified in this Section.

1.2 GENERAL DESCRIPTION OF WORK OF THIS SECTION:

A. Work, in general, includes procedures pertaining to remodeling, alteration, minor demolition, cutting, patching, removal, refinishing, relocation, and disposal work required throughout the Project and becomes a part of each Section and Division where remodeling, alteration, minor demolition, cutting, patching, removal, refinishing, relocation, and disposal work is required, with the same force and effect as if written in full therein.

B. Visit the Project Site to determine by inspection all existing conditions, including access to the Site, the nature of structures, objects, and materials to be encountered, and all other facts concerning or affecting the Work. Information on the Drawings showing existing conditions does not constitute a guarantee that other items may not be found or encountered.

C. Obvious existing conditions, installations, and obstructions affecting work of this Section shall be taken into consideration as necessary work and included as part of work of this Section, the same as though completely shown or described.

D. Employ a licensed exterminator and treat the entire building in accordance with governing health regulations.

1.3 RELATED WORK OF OTHER SECTIONS:

A. Coordinate work of this Section with work of other Sections as required to properly execute the Work and as necessary to maintain satisfactory progress of the work of other Sections.

1.4 QUALITY ASSURANCE:

A. Perform remodeling, alteration, minor demolition, cutting, patching, removal, refinishing, relocation, and disposal work in accordance with Federal, State, and local health and safety standards, codes and ordinances. Where conflicts occur, comply with the more restrictive requirements.

B. Perform remodeling, alteration, minor demolition, cutting, patching, removal, refinishing, and relocation work in such a manner as to preserve the aesthetic and structural integrity of materials and construction.

1.5 JOB CONDITIONS:

A. Protections: Provide temporary protections and conduct operations to prevent injury to persons, buildings, including adjacent facilities and structures.

1. Erect temporary covered passageways, as required by authorities having jurisdiction, to ensure safe passage around demolition and removal work areas.

2. Provide temporary closures and covers to prevent entry of water and weather into existing facilities.

3. Provide interior and exterior shoring, bracing, and support as necessary to prevent movement, settlement, or collapse of structures to be demolished or removed and adjacent facilities to remain.

B. Traffic: Conduct demolition and removal operations and the removal of debris to ensure minimum interference with roads, streets, walks, and other adjacent occupied or used facilities.

Do not close or obstruct streets, walks, or other occupied or used facilities without permission from authorities having jurisdiction. Provide alternate routes around closed or obstructed traffic ways if required by governing regulations.

C. Noise: Work with noise-producing equipment is subject, at all times, to Owner's approval of entire procedure.

1.6 SEQUENCING/SCHEDULING:

A. Schedule work so as to impose a minimum of hardship on the present operation of the facilities and the performance of the work of other trades.

B. Maintain existing utilities indicated to remain; keep in service and protect against damage during demolition and removal operations.

1. Do not interrupt existing utilities serving occupied or used facilities, except when authorized in writing by authorities having jurisdiction and the Owner. Provide temporary services during interruptions to existing utilities, as acceptable to the governing authorities and the Owner.

PART 2 - PRODUCTS

2.1 MATERIALS:

A. Matching Existing Work: Except where otherwise specifically indicated or specified as a definite change, the finish materials and appearance of the new work shall match the existing contiguous materials and finishes in all respects. Repairs and/or continuations of existing work shall be relatively imperceptible in the finished work when viewed under finished lighting conditions from a distance of 6'.

PART 3 - EXECUTION

3.1 INSPECTION:

A. Check Drawings carefully and thoroughly investigate existing building construction.

3.2 PREPARATION:

A. Seal off areas in which work is in progress from the occupied portions of the building. Take all necessary measures to limit the amount of dust and dirt rising and scattering in the air to the lowest practical level and prevent entry of dust and noise into occupied portions of the building.

1. If temporary closures block required exits, provide closures with acceptable openings equipped with gasketed self-closing doors openable in the direction of exit as approved by authorities having jurisdiction.

B. Furnish and maintain temporary types of protection as necessary to adequately protect and prevent accidental injury to the public, Owner's personnel and personnel employed at the work. Take all necessary precautions to keep trespassers out of work areas. Properly secure work areas from entry when work is not in progress.

C. Protect work to remain from damage. Use barricades, tarpaulins, temporary walls, plywood, planking, masking, and other suitable means and methods as accepted.

1. Restore accidental or careless damage to work to remain in place to a condition as good as or better than existed before work was commenced and at no additional cost to the Owner.

D. Provide all shoring and bracing necessary to positively protect existing elements of the building. Use material adequate to support anticipated loads with a properly calculated margin of safety. Provide for transfer of stresses to successively lower construction.

E. Carefully remove and replace items of existing construction indicated to remain upon completion of the Contract, but which require removal to complete the work. Match condition of construction prior to the start of the Work unless otherwise required. Carefully remove items indicated for relocations in new Work, or to be retained by Owner, to avoid damage, thoroughly clean, and reinstall as indicated or store as directed.

F. Items of salvable value to the Contractor may be removed from the structure as the work progresses. Salvaged items must be transported from the Project Site as they are removed.

Storage or sale of removed items on the Project Site will not be permitted.

G. At Concrete Areas to Receive New Flooring Finishes:

1. Prior to installation of nonbreathing floor finishes on floor substrate which can transmit moisture in the form of vapor (concrete slabs on grade being one example), perform the following:

a. Existing Construction (where under side of floor is inaccessible):

(1) Test the substrate at frequencies and using means as recommended by the floor finish manufacturer to determine amount of moisture being emitted.

(2) If moisture is non-acceptable, notify Architect prior to proceeding.

(3) Once an acceptable moisture transmission rate is confirmed, or is brought within acceptable tolerances, submit a written certification, jointly signed by the floor finish manufacturer and installer, attesting that the substrate is acceptable.

3.3 PERFORMANCE:

A. Minor Demolition and Removals:

1. Carefully remove and store all items indicated or required to be reused.

2. Perform minor demolition and removal work completely and remove debris from the Site. Use such methods as required to complete the work within the limitations of governing regulations.

a. Proceed with demolition and removal work in a systematic manner, from the top to the bottom in areas indicated.

b. Remove debris and lower to ground by means of hoists, derricks, or other suitable methods as approved by Owner.

c. Locate demolition equipment throughout the structure and remove materials so as to not impose excessive loads to supporting walls, floors, or framing.

B. Cutting:

1. Structural Elements: If not specifically shown, but removal or alteration is required, perform such removal or alteration only upon written approval of the Structural Engineer. Do not damage or alter any structural element of the existing building.

Where drilling or fastening to post-tensioned reinforced concrete construction is required, X-ray existing structure to determine tendon locations and potential for tendon tension release before proceeding. Notify Architect/Structural Engineer in each instance when conflict occurs. Architect/Structural Engineer will determine corrective action required.

Do not proceed until corrective action has been received.

2. Concrete: Saw cut where exposed to view. Jack hammering with electric or pneumatic equipment is acceptable only with scheduled approval of Owner.

3. Masonry: Cut back masonry to joint lines and remove old mortar allowing space for repairs.

4. Ceramic, Structural Clay Tile, and Quarry Tile: Saw cut to natural joint lines; remove so that repairs or continuations of new work will be relatively imperceptible.

5. Resilient Tiles: Remove resilient floor coverings and adhesive according to recommendations of the Resilient Floor Covering Institute's (RFCI) "Recommended Work Practices for the Removal of Resilient Floor Coverings" and Addendum.

a. Remove residual adhesive and prepare substrate for new floor coverings by one of the methods recommended by RFCI.

6. Plaster: Cut back to sound plaster on straight lines, and back bevel edges of remaining plaster. Trim and prepare existing lath for tying of new lath.

7. Woodwork: Cut back to a joint or panel line.

8. Existing Doors, Frames, and Sash: Remove in such manner as to facilitate filling in of openings or installation of new work, as required by the Drawings.

9. Cutting for Access to Mechanical and Electrical Systems: The removal of existing ceilings and the removal, cutting, and patching and/or replacement of existing walls, partitions, and floors as may be necessary for access to valves, piping, conduit, and tubing by mechanical and electrical trades shall be included and performed as an obligation of, and as directed by the Contractor and accepted by Architect.

C. Patching, Repairing, and Finishing of Existing Work:

1. Perform in compliance with the applicable requirements of the Specification technical Section covering the work to be performed and the requirements of this Section.

a. All holes and damaged areas exposed to view in ceilings, walls, and floors of all finished spaces shall be repaired. Repaired construction shall match existing adjacent construction and finish, unless otherwise indicated or specified.

b. Minor surface abrasions, small nail holes, cracks, aged checked natural wood finish and other similar deterioration not visible, when viewed under finished lighting conditions, from a distance of 6'-0” will not be required to be repaired if the base material is sound and suitable to receive the scheduled finishes, if any.

c. Interior penetration holes in walls, ceilings, and floors of unfinished spaces and spaces not exposed to view shall be grouted and sealed with accepted materials as required for sound sealing and firestops where required.

d. Penetration holes through exterior walls above grade shall be grouted and sealed as required to produce a weathertight seal.

e. Penetration holes through exterior walls below grade shall be grouted and sealed as required to produce a watertight seal.

2. Concrete: Edges of existing concrete shall be kept damp for 24 hours and scrubbed with neat portland cement grout just before new concrete is placed; in lieu thereof, an accepted epoxy concrete adhesive may be used. Finish shall match existing adjoining work. Unless otherwise specified, all concrete for patching shall be 3,000 psi concrete.

Reinforcing bars and dowels shall be provided where required. Where installation of concrete is impracticable, the openings shall be filled with dry packed non-shrink grout as directed.

3. Concrete Floor Leveling: Where existing concrete floors do not meet the following requirements, provide specified floor leveling compounds which provide the following tolerances in accordance with ASTM E 1155:

a. Sub-floors for thin coverings (VCT, epoxy toppings, paint, carpeting) - FF = 30, FL = 25.

b. Floor Leveling Compound: Equal to Ardex, Inc. "Ardex K-15 Self-Leveling

Underlayment", complete with all accessories required and recommended by manufacturer; install in accordance with manufacturer's recommendations.

4. Masonry: Patch with sound whole units to match existing. Joints shall match adjoining surfaces.

5. Lath: Lath areas to be patched as required, install as required for new lath, and wire-tie to existing lath at edges at 6" intervals. Lap lath 3" minimum.

6. Plaster: Dampen edges of existing plaster. Plaster patching shall be 3 coat work of type, thickness, and finish to match the existing work.

7. Damages: Promptly repair damages to adjacent facilities caused by demolition and removal operations at no additional cost to the Owner.

8. Cleaning Existing Tectum Panels: Normal surface dust and dirt can be removed from panels by sweeping them with a nylon bristled broom or by vacuuming them. Then all panels shall be painted (See Painting Sections in Division 09).

9. Painting and Finishing:

a. Preparation: Prepare patched areas as required for new work. Wash areas to be repainted with neutral soap or detergent, thoroughly rinse, and sand when dry.

Feather remaining paint edges smooth with sandpaper.

b. Painting and Finishing: Conform to the applicable provisions of Painting Section.

Prepare and build up bare areas and patches in existing painted surfaces with proper primer and intermediate coats, sand smooth and flush with adjoining surfaces. Paint all areas scheduled to be painted and/or repainted as specified in Painting Section of the Specifications, except the first or primer coat may be omitted on existing painted surfaces.

D. Disposal of Debris: Clean up all material, debris, and rubbish resulting from remodeling work, remove from the building and Site, and legally dispose of. Leave all areas of work in "broom clean" condition.

SECTION 01 20 10 – PROJECT MEETINGS

1.1 RELATED DOCUMENTS:

A. In addition to requirements of AlA Document A201-2007 General Conditions and other Contract Conditions, this section includes administrative and procedural requirements for the following meetings:

1. Pre-Construction Meeting

2. Pre-Installation Meetings

3. Progress Meetings

4. Project Coordination Meetings

B. Attendance: Attendance by persons qualified to speak for their organizations on the subjects of specified or called meetings will be required for the parties noted.

C. Arrangement: The Contractor shall provide a suitable space for project site meetings in temporary project quarters.

D. Records: Each party attending shall be responsible for their own record of the proceedings and compliance therewith. The Architect will document significant items in his written observation report and shall forward one copy of observation report to Owner and General Contractor.

E. Special Meetings: Meetings other than those listed below may be requested by any of the parties for specific purposes, if agreed to be best accomplished by such meetings.

1.2 PRE-CONSTRUCTION MEETING

A. A pre-construction meeting and organizational meeting shall be scheduled at Project site or other convenient location no later than 15 days after execution of the Agreement and prior to commencement of construction activities.

1. Meeting notes shall include significant discussions and agenda items.

2. Promptly distribute one copy each to all attendees and other parties affected by this meeting.

B. Attendees: The meeting will be presided over jointly by the General Contractor and Architect.

The following persons will be expected to attend:

1. Owner's Representative, Architect's Construction Administrator, and Engineer.

2. Contractor, Contractor's Project Manager and Superintendent.

3. Major Subcontractors including Masonry and Drywall, Mechanical, Plumbing, and Electrical.

4. A/E's Consultants for Civil, Mechanical, Electrical and Structural Engineering.

5. Manufacturers, suppliers and other concerned parties familiar with and authorized to conclude matters relating to the work.

C. Agenda: Discuss items of significance which could affect progress including but not limited to such topics as:

1. Responsibilities and personnel assignments.

2. Tentative construction schedule.

3. Sequence of critical work.

4. Procedures for processing field decisions and change orders.

5. Procedures for processing Applications for Payment as specified in Section 01 02 70.

6. Distribution of Contract Documents.

7. Distribution of submittals such as shop drawings, product data, samples as specified in

Section 01 33 00.

8. Procedure for preparing and maintaining "as built" drawings as specified in Section 01 72

50 – Project Record Documents.

9. Access to site and use of premises.

10. Office, work and storage areas.

11. Equipment deliveries and priorities.

12. Safety procedures.

13. First aid.

14. Security.

15. Housekeeping procedures.

16. Working hours.

17. Handling of materials.

18. Additional subjects as may be requested by the Owner, A/E or Contractor.

1.3 PRE-INSTALLATION MEETINGS

A. General: Pre-installation meetings shall be scheduled at Project site (concurrent with the Progress meeting whenever possible) before each construction activity that requires coordination with other construction, including: Concrete placement, Steel erection, Masonry, Roofing, Door hardware, Millwork, Carpet, Mechanical airside, Mechanical equipment start-up, Plumbing and Electrical.

1. Meeting notes for each meeting shall include significant discussions, agenda items, agreements and disagreements.

2. Promptly distribute one copy each to all attendees and other parties affected by this meeting, including Architect and Owner's Representative.

B. Attendance: The following persons will be expected to attend:

1. Architect's Construction Administrator or appropriate Consultant.

2. General Contractor's Superintendent.

3. Subcontractor's Foreman.

4. Installer and representatives of manufacturers and fabricators involved in or affected by its coordination or integration with other materials and installations that have preceded or will follow.

5. Notify Architect four days in advance of scheduled meetings.

C. Agenda: At each pre-installation meeting, review progress of other work and preparations for the particular work under consideration, including specific requirements for the following:

1. Contract Documents.

2. Options.

3. Related change orders.

4. Purchases.

5. Deliveries.

6. Shop drawings, product data and quality control samples.

7. Possible conflicts and compatibility problems.

8. Time schedules.

9. Weather limitations.

10. Manufacturer's recommendations.

11. Compatibility of materials.

12. Acceptability of substrates.

13. Temporary facilities.

14. Space and access limitations.

15. Governing regulations.

16. Safety.

17. Inspection and testing requirements.

18. Required performance results.

19. Recording requirements.

20. Protection.

D. Do not proceed with the work if the pre-installation meeting cannot be successfully concluded.

1. Initiate whatever actions are necessary to resolve impediments to performance of the work.

2. Schedule a follow-up pre-installation meeting at the earliest feasible date.

1.4 PROGRESS MEETINGS

A. General: Progress meetings will be presided over by the Contractor's Project Superintendent or Project Manager and will be called on a monthly basis (minimum), concurrent with the submittal of review draft of current Request for Payment.

1. Contractor shall be responsible for general meeting notes and shall forward one copy of same meeting notes to all principal meeting attendees within three days of meetings.

2. Contractor will provide the Owner and Architect copies of the Contractor's Daily Report (Job Log) on a monthly basis, indicating crews on the job, work completed and manpower.

3. Construction Schedule will be reviewed and updated for Progress Meetings.

4. Meeting notes for each meeting shall include significant discussions, agenda items, agreements and disagreements.

5. Promptly distribute one copy each to all attendees and other parties affected by this meeting, including Architect and Owner's Representative.

B. Attendance: The following persons will be expected to attend:

1. Owner's Representative.

2. Architect's Construction Administrator.

Architect's Consultants for Civil, Structural, Mechanical and Electrical Engineering until excused from attendance.

3. Subcontractors who have work in progress.

4. Subcontractors who will start work within the next month.

5. Project superintendent, major Subcontractors and suppliers, as appropriate to agenda topics for each

6. meeting.

7. Others as requested by the Owner's Representative, the A/E or the Contractor.

C. Agenda: The subjects may include, but are not limited to:

1. Review minutes of previous meetings.

2. Review progress of work since last meeting.

3. Field observations, problems, and decisions.

4. Identification of problems which affect the scheduled progress.

5. Review of submittals schedule and expediting of submittals.

6. Review of off-site fabrication and delivery schedules.

7. Maintenance of progress schedule.

8. Corrective measures and procedures to regain I maintain projected schedules.

9. Construction schedule revisions.

10. Progress planned during the next work period.

11. Coordination of progress with subcontractor.

12. Quality and work standards.

13. Effect' of proposed changes on progress schedule and coordination.

14. Security.

15. Other business relating to the Work.

1.5 PROJECT COORDINATION MEETINGS

A. Coordinate scheduling, submittals, and work of the various Sections of specifications to assure efficient and orderly sequence of installation of interdependent construction elements, with provisions for accommodating items installed later.

B. Verify that utility requirement characteristics of operating equipment are compatible with building utilities.

1 Coordinate work of various Sections having interdependent responsibilities for installing, connecting to, and placing in service, such equipment.

C. Coordinate space requirement and installation of mechanical and electrical work which are indicated diagrammatically on Drawings.

1 Follow routing shown for pipes, ducts, and conduit, as closely as practicable; place runs parallel with line of building.

2 Utilize spaces efficiently to maximize accessibility for other installations, for maintenance, and for repairs.

D. In finished areas except as otherwise indicated, conceal pipes, ducts, and wiring within the construction. Coordinate locations of fixtures and outlets with finish elements.

E. Coordinate completion and clean-up of work of separate Sections in preparation for Substantial Completion and as required by Contract Documents.

F. After Owner occupancy of premises, coordinate access to site for correction of defective work and work not in accordance with Contract Documents, to minimize disruption of Owner's activities.

SECTION 01 28 00 - CHANGE ORDER PROCEDURES

1.1 GENERAL

A. In addition to requirements of AIA Document A201-2007 General Conditions and other Contract Conditions, this section includes procedural requirements for considering and processing Change Orders, including:

1. Preliminary Procedures (Proposal Request)

2. Construction Change Directives

3. Documentation of Proposal and Claims

4. Preparation of Change Orders

5. Lump-Sum/Fixed Price Change Order

6. Unit Price Change Order

7. Time and Material Change Order

8. Correlation with Contractor's Submittals

1.2 SUBMITTALS

A. Provide full written data required to evaluate changes.

1. Maintain detailed records of work performed on a time-and-material/force account basis.

2. Provide full documentation to Architect upon request.

B. Designate in writing the member of Contractor's organization:

1. Who is authorized to accept changes in the Work.

2. Who is responsible for informing others in the Contractor's organization of the authorization of changes in the Work.

C. Owner will designate in writing the person who is authorized to execute Change Orders.

1.3 PRELIMINARY PROCEDURES

A. A change may be initiated by the Owner, Architect or Contractor.

B. Owner or Architect may initiate a potential change by submitting the latest edition of AlA Document G709-Proposal Request to the Contractor's proposal. Proposal Request will include the following:

1. Detailed description of the change, products, and location of the change in the Project.

2. Supplementary or revised drawings and specifications.

3. The projected time span for making the change, and a specific statement as to whether overtime work is, or is not, authorized.

4. A specific period of time during which the requested price will be considered valid.

5. Such request is for information only, and is not an instruction to execute the changes, nor to stop the Work in progress.

C. Contractor may initiate a request for changes by submitting a written notice to Architect, containing the following:

1. Description of the proposed changes.

2. Reason for making changes.

3. Statement of the effect on Contract Sum and Contract Time.

4. Statement of the effect on the work of separate Contractors.

5. Documentation supporting any change in Contract Sum or Contract Time, as appropriate.

1.4 CONSTRUCTION CHANGE DIRECTIVES

A. Coordinate these procedures with requirements of General Conditions.

B. In absence of total agreement on the terms of a Change Order, the Architect may prepare and issue a Construction Change Directive directing a change in the Work, for subsequent inclusion of a Change Order.

1. Construction Change Directive will describe changes in the Work and describe the method of determining any change in the Contract Sum or Contract Time, or both.

2. Construction Change Directive will be signed by Owner and Architect.

3. Form Used: AlA Document G714 Construction Change Directive, latest edition.

C. Upon receipt of a Construction Change Directive, Contractor shall do the following:

1. Promptly proceed with the change in the Work involved.

2. Promptly advise the Architect of the Contractor's agreement or disagreement with the method, if any, provided in the Construction Change Directive for determining the proposed adjustment in the Contract Sum or Contract Time.

D. A Construction Change Directive signed by the Contractor indicates the agreement of the Contractor therewith, including adjustment in Contract Sum and Contract Time or the method for determining them.

1. Such agreement shall be effective immediately and shall be recorded as a Change Order.

2. If Contractor does not respond promptly or disagrees with the Construction Change

Directive, he shall comply with General Conditions.

E. A Construction Change Directive shall be processed in compliance with requirements of the General Conditions.

1.5 DOCUMENTATION OF PROPOSALS AND CLAIMS

A. Coordinate these procedures with requirements General Conditions.

B. Document each quotation for a lump-sum proposal, and for each unit price which has not previously been established, with sufficient substantiating data to allow Architect to evaluate the quotation.

C. Provide the following additional data to support time and cost computations:

1. Labor and equipment required.

2. Quantities of products and materials required, including source of purchase and unit cost.

3. Taxes, insurance and bonds.

4. Credit for work deleted from Contract, similarly documented.

5. Overhead and profit, for subcontractor and General Contractor separately.

6. Justification for any change in Contract Time.

D. Support each claim for additional costs, and for work done on a time-and-material basis, with documentation as required for a lump-sum proposal, plus the following additional information:

1. Name of the Owner's authorized agent who ordered the Work, and date of the order.

2. Dates and hours work was performed, and by whom.

3. Time record of hours worked, and hourly rates paid.

4. Receipts and invoices for equipment used, listing dates and times of use.

5. Receipts and invoices for products used, listing of quantities.

6. Receipts and invoices for subcontracts.

7. Receipts and invoices for overhead and profit, taxes, insurance.

1.6 PREPARATION OF CHANGE ORDERS

B. Contractor will prepare each Change Order, using form AlA Document G701 Change Order.

C. Change Order will describe changes in the Work, both additions and deletions, with attachments of revised Contract Documents to define details of the change.

D. Change Order will provide an accounting of the adjustment in the Contract Sum and in the Contract Time.

1.7 LUMP-SUM/FIXED PRICE CHANGE ORDER

A. Coordinate these procedures with requirements of General Conditions.

B. Content of the Lump-Sum/Fixed Price Change Order will be based on either of the following:

1. Architect's Proposal Request and Contractor's responsive Proposal as mutually agreed between Owner and Contractor.

2. Owner and Architect will sig n and date the Change Order as authorized for the

Contractor to proceed with the changes, after the Contractor has signed the Change Order.

1.8 UNIT PRICE CHANGE ORDER

A. Coordinate these procedures with requirements of General Conditions.

B. Content of Change Orders will be based on either:

1. Architect's definition of the scope of the required changes.

2. Contractor's Proposal for a change, as recommended by Architect.

3. Survey of completed work.

C. The amounts of the unit prices are to be:

1. Unit prices stated in the Agreement.

2. Unit prices mutually agreed upon between Owner and Contractor.

D. When quantities of each of the items affected by the Change Order can be determined prior to start of the work.

1. When quantities of each of the items affected by the Change Order as authorization for Contractor to proceed with the changes, after the Contractor has signed the Change Order.

E. When quantities of the items cannot be determined prior to start of the work:

1. Architect or Owner will issue a Construction Change Directive directing Contractor to proceed with the change on the basis of unit prices and will cite the applicable unit prices.

2. At completion of the change, Architect will determine the cost of such work based on the unit prices and quantities used. a) Contractor shall submit documentation to establish the number of units of each item and any claims for a change in Contract Time.

3. Architect will sign and date the Change Order to establish the change in Contract Sum and in Contract Time.

4. Owner and Contractor will sign and date the Change Order to indicate their agreement with the terms therein.

1.9 TIME AND MATERIAL CHANGE ORDER

B. Architect will issue a Construction Change Directive directing Contractor to proceed with changes in time and materials.

C. At completion of the change, Contractor shall submit itemized accounting and supporting data as provided in this section under "Documentation of Proposals and Claims".

D. Architect will determine the allowable cost of such work, as provided in General Conditions and Supplementary Conditions, and based on Contractor's submitted data.

E. Architect will sign and date the Time and Material Change Order to establish the change in Contract Sum and Contract Time.

F. Owner and Contractor will sign and date the Change Order to indicate their agreement.

1.10 CORRELATION WITH CONTRACTOR'S SUBMITTALS

A. Coordinate these procedures with requirements of General Conditions.

B. Promptly revise the Schedule of Values and Request for Payment forms to record each change as a separate item of Work and the adjusted Contract Sum.

C. Promptly revise the Construction Schedule to reflect each change in Contract Time.

1. Revise sub-schedules to show changes for other items of work affected by the changes.

D. Upon completion of the Work under a Change Order, promptly enter pertinent changes in Project Record Documents - Section 01 78 00 Closeout Procedures.

SECTION 01 33 00 - SUBMITTAL PROCEDURES

PART ONE - GENERAL

1.1. GENERAL

A. Drawings and General provisions of the Contract including General and Supplementary Conditions and Division 1 Specification Sections apply to this Section.

1.2. SECTION INCLUDES

A. Submittal procedures for:

1. Schedule of Values

2. Construction Schedules

3. Shop Drawings, Product Data and Samples

4. Operations and Maintenance Data

5. Manufacturer’s Certificates

6. Project Record Documents

7. Design Mixes

1.3. SUBMITTAL PROCEDURES

A. Scheduling and Handling:

1. Schedule submittals well in advance of the need for the material or equipment for construction. Allow time to make delivery of material or equipment after submittal is approved.

2. Develop a submittal schedule that allows sufficient time for initial review, correction, resubmission and final review of all submittals. The Architect will review and return submittals to the Contractor as expeditiously as possible but the amount of time required for review will vary depending on the complexity and quantity of data submitted. In no case will a submittal schedule be acceptable which allows less than 30 days for initial review by the Architect. This time for review shall in no way be justification for delays or additional compensation to the Contractor.

3. The Architect review of submittals covers only general conformity to the Drawings, Specifications and dimensions which affect the layout. The Contractor is responsible for quantity determination. No quantities will be checked for omissions or deviations from the Contract requirements; review of submittals in no way relieves the Contractor from an obligation to furnish required items according to the Drawings and Specifications.

4. Submit 5 copies of documents unless otherwise specified in the following paragraphs or in the Specification sections.

5. Revise and resubmit submittals as required. Identify all changes made since previous submittal.

6. The Contractor shall assume the risk for material or equipment which is fabricated or delivered prior to approval. No material or equipment shall be incorporated into the work or included in periodic progress payments until approval has been obtained in the specified manner.

B. Transmittal Form and Numbering:

1. Transmit each submittal to the Architect with a Transmittal Form.

2. Sequentially number each transmittal form beginning with the number 1. Resubmittals shall use the original number with an alphabetic suffix (i.e. 2A for first resubmittal of Submittal 2 or 15C for third resubmittal of Submittal 15). Each submittal shall only contain one type of work, material, or equipment. Mixed submittals will not be accepted.

3. Identify variations from requirements of Contract Documents and identify product or system limitations.

C. Contractor’s Stamp:

1. Apply Contractor’s stamp, certifying that the items have been reviewed in detail and are correct and in accordance with Contract Documents, except as noted by any requested variance.

2. As a minimum, contractor’s Stamp shall include:

a. Contractor’s name

b. Job number

c. Submittal number

d. Certification statement that the contractor has reviewed the submittal and it is in compliance with the Contract Documents.

e. Signature line for Contractor.

1.4. SCHEDULE OF VALUES

A. Submit a Schedule of Values in accordance with requirements of General and Supplementary Conditions.

1.5. CONSTRUCTION SCHEDULES

A. Contractor shall prepare a construction progress schedule and submit to the Owner within 10 days after award of Contract. Show date for beginning, completion of each major operation and the dollar value of each operation to be completed each month.

B. The schedule shall show a sequence of operations based on final completion of all work on or before the completion date stated in the contract. Revise schedule weekly to indicate current status and schedule sequence adjustments necessary to maintain completion date.

1.6. SHOP DRAWINGS, PRODUCT DATA AND SAMPLES

A. Submit shop drawings in accordance with requirements of General and Supplementary Conditions.

B. The Contractor shall submit complete Shop Drawings, Product Data, Samples and similar submittals required by the Contact Documents to the Architect at least 30 days prior to the date the Contractor needs the reviewed submittals returned.