7-2548 - Golden Age Manor Project Manual - ISSUED FOR BID 2026.03.05.pdf

Roof Replacement at Golden Age Manor March 2026

Montgomery County Housing Authority Architect’s Project No: 2548

TABLE OF CONTENTS TOC-1

TECHNICAL SPECIFICATIONS

FOR THE

MONTGOMERY COUNTY HOUSING AUTHORITY

ROOF REPLACEMENT AT GOLDEN AGE MANOR

TABLE OF CONTENTS

TECHNICAL SPECIFICATION Pages

DIVISION 1 - GENERAL REQUIREMENTS

011000 - SUMMARY................................................................................ 011000-01—011000-05

011200 - MULTIPLE CONTRACT SUMMARY .............................................. 011200-01—011200-04

012100 - ALLOWANCES ......................................................................... 012100-01 – 012100-02

012200 – UNIT PRICES ............................................................................ 012200-01 – 012200-02

012500 – SUBSTITUTION PROCEDURES ..................................................... 012500-01—012500-04

012500A – SUBSTITUTION SUBMITTAL REQUEST FORM ......................... 012500A-01—012500A-02

012600 – CONTRACT MODIFICATION PROCEDURES ................................... 012600-01—012600-02

012900 – PAYMENT PROCEDURES ........................................................... 012900-01—012900-03

013100 – PROJECT MANAGEMENT AND COORDINATION ........................... 013100-01—013100-04

013300 – SUBMITTAL PROCEDURES ......................................................... 013300-01—013300-05

014000 – QUALITY REQUIREMENTS ......................................................... 014000-01—014000-05

015000 – TEMPORARY FACILITIES AND CONTROLS ................................... 015000-01—015000-03

017300 - EXECUTION .............................................................................. 017300-01—017300-08

017700 – CLOSEOUT PROCEDURES .......................................................... 017700-01—017700-04

017839 – PROJECT RECORDS DOCUMENTS ............................................... 017839-01—017839-02

DIVISION 2 – EXISTING CONDITIONS

024119 – SELECTIVE DEMOLITION .............................................. ……………024119-01—024119-04

ASBESTOS CONTAINING ROOFING MATERIAL REMOVAL PROJECT

SPECIFICATIONS, PREPARED BY PENNONI .................................................. 14 PAGES

DIVISION 6 - WOOD AND PLASTICS

061000 – ROUGH CARPENTRY .................................................................... 061000-1—061000-3

DIVISION 7 - THERMAL AND MOISTURE PROTECTION

070150.19 – PREPARATION FOR REROOFING ..................................... 070150.19-01—070150.19-04

074000 – METAL ROOF PANELS ............................................................... 074000-01 – 074000-08

075323 – ETHYLENE-PROPYLENE-DIENE-MONOMER (EPDM) ROOFING ........ 075423-01—075423-07

076200 – SHEET METAL FLASHING AND TRIM .......................................... 076200-01—076200-06

079200 – JOINT SEALANTS ...................................................................... 076200-01—076200-06

DIVISION 23 – HEATING VENTILATION AND AIR CONDITIONING

SEE NOTES ON DRAWINGS

DIVISION 26 – ELECTRICAL

SEE NOTES ON DRAWINGS

END OF TABLE OF CONTENTS

SUMMARY 011000 - 1

SECTION 011000 - SUMMARY

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

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

Conditions and other Specification Sections, apply to this Section.

1.2 SUMMARY

A. Section Includes:

1. Project information.

2. Work covered by Contract Documents.

3. Work by Owner.

4. Work under separate contracts.

5. Access to site.

6. Coordination with occupants.

7. Work restrictions.

8. Specification and drawing conventions.

9. Miscellaneous provisions.

B. Related Requirements:

1. Division 01 Section "Temporary Facilities and Controls" for limitations and procedures governing temporary use of Owner's facilities.

C. Project Identification: Roof Replacement at Golden Age Manor

1. Project Location: 400 Walnut Street, Royersford, PA 19468

D. Owner: Montgomery County Housing Authority

1. Owner's Representatives: Rebecca Schaeffer 610.326.7332 (ext. 430)

E. Architect: Hammel Associates Architects, LLC

1. Architect’s Representative: Theodore L. Vedock, AIA, AIA -717-393-3713

1.3 WORK COVERED BY CONTRACT DOCUMENTS

A. The Work of this Project consists of, but is not necessarily limited to, the following. Detailed requirements of the Work are described in the pertinent specification Sections and/or shown on the Drawings.

B. Roof Replacement at Golden Age Manor:

SUMMARY 011000 - 2

1. Demolition of existing roofing systems, including built up low sloping roofs and standing seam metal roofs

2. Installation of new EPDM and standing seam metal roof, including rigid insulation, cover board and metal flashing accessories.

3. Installation of all flashing products required for roof top penetrations.

4. Installation of new mechanical curbs and conduit supports.

5. Installation of new centrifugal exhaust fans

6. Replacement of soffit lights

C. TYPE OF CONTRACT

1. Project will be constructed using multiple contracts. Contracts for this Project include the following:

a. General Construction Contract

b. Mechanical Construction Contract

c. Electrical Construction Contract

1.4 CONTRACT TIME OF COMPLETION

A. The Work to be performed under this contract shall fully and finally completed within the

Contract Period, as follows:

1. Substantial Completion for the entire project shall be completed within 90 days of the notice to proceed.

2. Final Completion for the entire project shall be completed within 10 days of the date of

Substantial Completion.

3. Liquidated Damages will be applied in accordance with the provisions of the Contract.

1.5 WARRANTY PERIOD

1. Starting at the Date of Final Acceptance, as determined by the Owner, the Warranty

Period shall be in effect for a period of 3 years (36 months) for any defects in equipment, materials or workmanship of contractor, subcontractor, supplier of any tier, or manufacturer, unless a longer period is required by the specifications.

1.6 PREVAILING WAGE RATES

1. This project is subject to Davis Bacon Wage Rates, wage determinations contained herein.

a. “Building” wage rates will be applicable to non-residential construction, and buildings over 5 stories in height.

SUMMARY 011000 - 3

1.7 WORK UNDER SEPARATE CONTRACTS

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

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

1.8 ACCESS TO SITE

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

B. Use of Site: Limit use of Project site to work in areas indicated on drawings. Do not disturb portions of Project site beyond areas in which the Work is indicated.

1. Limits: Confine construction operations to rooms and areas in the immediate vicinity of the area of work. Storage of materials, work personnel or work activities are not permitted in areas beyond the immediate vicinity of work unless indicated otherwise.

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

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

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

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

1.9 COORDINATION WITH OCCUPANTS

A. Full Owner Occupancy: Owner will occupy site, existing and adjacent buildings during entire construction period. Cooperate with Owner during construction operations to minimize conflicts and facilitate Owner usage. Perform the Work so as not to interfere with Owner's day-to-day operations. Maintain existing exits unless otherwise indicated.

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

2. Notify Owner not less than 96 hours in advance of activities that will affect Owner's operations.

1.10 WORK RESTRICTIONS

A. Work Restrictions, General: Comply with restrictions on construction operations.

SUMMARY 011000 - 4

1. Comply with limitations on use of public streets and with other requirements of authorities having jurisdiction.

B. On-Site Work Hours: Limit work in the existing building to normal business working hours of

7:00 a.m. to 3:30 p.m., Monday through Friday, unless otherwise indicated. Contractors are not permitted to enter occupied tenant areas until 8:00 am.

C. No work may be performed on Federal holidays.

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

1. Notify Owner not less than three days in advance of proposed utility interruptions.

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

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

1. Notify Owner not less than three days in advance of proposed disruptive operations.

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

F. Nonsmoking Building: Smoking is not permitted within the building or within 25 feet (8 m) of entrances, operable windows, or outdoor-air intakes.

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

Project site. Require personnel including employees and subcontractors to use identification tags at all times.

1.11 SPECIFICATION AND DRAWING CONVENTIONS

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

These conventions are as follows:

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

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

B. Division 01 General Requirements: Requirements of Sections in Division 01 apply to the Work of all Sections in the Specifications.

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

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

SUMMARY 011000 - 5

2. Abbreviations: Materials and products are identified by abbreviations published as part of the U.S. National CAD Standard and scheduled on Drawings.

3. Keynoting: Materials and products are identified by reference keynotes referencing

Specification Section numbers found in this Project Manual.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION (Not Used)

END OF SECTION 011000

MULTIPLE CONTRACT SUMMARY 011200 - 1

SECTION 011200 - MULTIPLE CONTRACT SUMMARY

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

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

Conditions and other Specification Sections, apply to this Section.

1.2 SUMMARY

A. Section includes a summary of each contract, including responsibilities for coordination and temporary facilities and controls.

B. Specific requirements for Work of each contract are also indicated in individual Specification

Sections and on Drawings.

1.3 DEFINITIONS

A. Permanent Enclosure: As determined by Architect, the condition at which roofing is insulated and weathertight; exterior walls are insulated and weathertight; and all openings are closed with permanent construction or substantial temporary closures equivalent in weather protection to permanent construction.

1.4 GENERAL REQUIREMENTS OF CONTRACTS

A. Extent of Contract: Unless the Agreement contains a more specific description of the Work of each Contract, requirements indicated on Drawings and in Specification Sections determine which contract includes a specific element of Project.

1. Unless otherwise indicated, the work described in this Section for each contract shall be complete systems and assemblies, including products, components, accessories, and installation required by the Contract Documents.

2. Trenches and other excavation for the work of each contract shall be the work of each contract for its own work.

3. Blocking, backing panels, sleeves, and metal fabrication supports for the work of each contract shall be the work of each contract for its own work.

4. Furnishing of access panels for the work of each contract shall be the work of each contract for its own work. Installation of access panels shall be the work of each contract for its own work.

5. Equipment pads for the work of each contract shall be the work of each contract for its own work.

6. Painting for the work of each contract shall be the work of each contract for its own work.

7. Cutting and Patching: Provided under each contract for its own work.

MULTIPLE CONTRACT SUMMARY 011200 - 2

8. Through-penetration firestopping for the work of each contract shall be provided by each contract for its own work.

B. Substitutions: Each contractor shall cooperate with other contractors involved to coordinate approved substitutions with remainder of the work.

1. All Contractors shall coordinate substitutions.

C. Temporary Facilities and Controls: In addition to specific responsibilities for temporary facilities and controls indicated in this Section and in Division 01 Section "Temporary Facilities and Controls," each contractor is responsible for the following:

1. Installation, operation, maintenance, and removal of each temporary facility necessary for its own normal construction activity, and costs and use charges associated with each facility, except as otherwise provided for in this Section.

2. Plug-in electric power cords and extension cords, supplementary plug-in task lighting, and special lighting necessary exclusively for its own activities.

3. Its own field office as required, complete with necessary furniture, utilities, and telephone service.

4. Its own storage and fabrication sheds.

5. Temporary enclosures for its own construction activities.

6. Staging and scaffolding for its own construction activities.

7. General hoisting facilities for its own construction activities.

8. Waste disposal facilities, including collection and legal disposal of its own hazardous, dangerous, unsanitary, or other harmful waste materials.

9. Progress cleaning of work areas affected by its operations on a daily basis.

10. Secure lockup of its own tools, materials, and equipment.

11. Construction aids and miscellaneous services and facilities necessary exclusively for its own construction activities.

1.5 GENERAL CONSTRUCTION CONTRACT

A. Work in the General Construction Contract includes, but is not limited to, the following

Specification Sections and as shown or implied and indicated on the Drawings, Keynotes and

Schedules and as described in the following contract description:

1. General Requirements

a. Remaining work not identified as work under other contracts.

b. Provide requirements of Division 1 Specifications, Technical Specifications, Drawings, Keynotes and Schedules associated with this scope of work.

c. Obtain all permits required for the scope of work under this contract.

d. Provide construction layout and control points for the scope of work under this contract.

e. Provide trash and debris removal for all associated work under this contract.

f. Provide and maintain personal radiation monitoring equipment for personnel working around telecommunications equipment.

2. Golden Age Manor:

a. Complete tear-off of existing built-up roof system.

MULTIPLE CONTRACT SUMMARY 011200 - 3

b. Complete tear-off of existing standing seam metal roof

c. Installation of new rigid insulation, cover board and EPDM membrane roofing system, including new flashings and trims as indicated in the contract documents.

d. Installation of new standing seam metal roofing system

e. Removal of existing roof curbs where indicated on drawings

f. Removal of existing roof curbs supporting centrifugal exhaust fans after disconnection by Mechanical Construction Contractor, including temporary protection and weatherproofing of roof penetration

g. Installation of roof curbs provided by Mechanical Construction Contractor

h. Infill of existing deck opening at locations where existing obsolete roof curbs are removed.

B. Temporary facilities and controls in the General Construction Contract include, but are not limited to, the following:

1. Temporary facilities and controls that are not otherwise specifically assigned to the

Mechanical Construction Contract.

2. Unpiped temporary toilet fixtures, wash facilities, including disposable supplies for the use of contractors.

3. Power and water distribution as required for the work under this contract.

4. Barricades, warning signs, and pedestrian control as required related to the work of this contract.

5. Restoration of Owner's existing facilities used as temporary facilities related to the work under this contract.

6. Environmental protection.

7. Temporary utilities as required to maintain water, hot water, gas and electric service to tenants as required under section 015000, Temporary Facilities and Controls.

1.6 MECHANICAL CONSTRUCTION CONTRACT

A. Work in the Mechanical Contract includes, but is not limited to, the following Specification

Sections and as shown or implied and indicated on the Drawings, Keynotes and Schedules and as described in the following contract description:

1. General Requirements

a. Provide requirements of Division 1 Specifications, Technical Specifications, Drawings, Keynotes and Schedules associated with this scope of work.

b. Obtain all permits required for the scope of work under this contract.

c. Provide construction layout and control points for the scope of work under this contract.

d. Provide trash and debris removal for all associated work under this contract.

e. Provide and maintain personal radiation monitoring equipment for personnel working around telecommunications equipment.

2. Golden Age Manor

a. Disconnect and remove existing centrifugal exhaust fans.

b. Furnishing of new roof curbs for centrifugal exhaust fans, for installation by

General Construction Contractor.

c. Provision and installation of centrifugal exhaust fans

MULTIPLE CONTRACT SUMMARY 011200 - 4

B. Temporary facilities and controls in the Mechanical/Electrical Contract include, but are not limited to, the following:

1. Power and water distribution as required for the work under this contract.

2. Barricades, warning signs, and pedestrian control as required related to the work of this contract.

3. Restoration of Owner's existing facilities used as temporary facilities related to the work under this contract.

4. Temporary utilities as required to maintain water, hot water, gas and electric service to tenants as required under section 015000, Temporary Facilities and Controls.

1.7 ELECTRICAL CONSTRUCTION CONTRACT

A. Work in the Electrical Contract includes, but is not limited to, the following Specification

Sections and as shown or implied and indicated on the Drawings, Keynotes and Schedules and as described in the following contract description:

1. General Requirements

a. Provide requirements of Division 1 Specifications, Technical Specifications, Drawings, Keynotes and Schedules associated with this scope of work.

b. Obtain all permits required for the scope of work under this contract.

c. Provide construction layout and control points for the scope of work under this contract.

d. Provide trash and debris removal for all associated work under this contract.

e. Provide and maintain personal radiation monitoring equipment for personnel working around telecommunications equipment.

2. Golden Age Manor

a. Electrical disconnection of existing centrifugal exhaust fans.

b. Electrical connections for new centrifugal exhaust fans, provided by mechanical contractor.

c. Replacement of soffit lighting at ground level entry roof

B. Temporary facilities and controls in the Mechanical/Electrical Contract include, but are not limited to, the following:

1. Power and water distribution as required for the work under this contract.

2. Barricades, warning signs, and pedestrian control as required related to the work of this contract.

3. Restoration of Owner's existing facilities used as temporary facilities related to the work under this contract.

4. Temporary utilities as required to maintain water, hot water, gas and electric service to tenants as required under section 015000, Temporary Facilities and Controls.

MULTIPLE CONTRACT SUMMARY 011200 - 5

PART 2 -

PART 3 - PRODUCTS (Not Used)

PART 4 - EXECUTION (Not Used)

END OF SECTION 011200

ALLOWANCES 012100 - 1

SECTION 012100 - ALLOWANCES

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes administrative and procedural requirements governing allowances.

B. Types of allowances include the following:

1. Quantity allowances.

C. Related Requirements:

1. Section 012200 "Unit Prices" for procedures for using unit prices, including adjustment of quantity allowances when applicable.

1.2 SELECTION AND PURCHASE

A. At the earliest practical date after award of the Contract, advise Architect of the date when final selection, or purchase and delivery, of each product or system described by an allowance must be completed by the Owner to avoid delaying the Work.

B. At Architect's request, obtain proposals for each allowance for use in making final selections.

Include recommendations that are relevant to performing the Work.

C. Purchase products and systems selected by Architect from the designated supplier.

1.3 ACTION SUBMITTALS

A. Submit proposals for purchase of products or systems included in allowances in the form specified for Change Orders.

1.4 INFORMATIONAL SUBMITTALS

A. Submit invoices or delivery slips to show actual quantities of materials delivered to the site for use in fulfillment of each allowance.

B. Coordinate and process submittals for allowance items in same manner as for other portions of the Work.

ALLOWANCES 012100 - 2

1.5 QUANTITY ALLOWANCES

A. Allowance shall include cost to Contractor of specific products and materials ordered by Owner or selected by Architect under allowance and shall include taxes, freight and delivery to Project site.

B. Unless otherwise indicated, Contractor's costs for receiving and handling at Project site, labor, installation, overhead and profit, and similar costs related to products and materials ordered by

Owner or selected by Architect under allowance shall be included as part of the Contract Sum and not part of the allowance.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION

3.1 EXAMINATION

A. Examine products covered by an allowance promptly on delivery for damage or defects. Return damaged or defective products to manufacturer for replacement.

3.2 PREPARATION

A. Coordinate materials and their installation for each allowance with related materials and installations to ensure that each allowance item is completely integrated and interfaced with related work.

3.3 SCHEDULE OF ALLOWANCES

A. Allowance No. RC-01: Quantity Allowance: Include repair of 100 SF of deteriorated concrete deck. Allowance shall include removal of deteriorated concrete, mechanical removal of rust from all exposed rebar, epoxy coating of exposed rebar (using BOD Sika Armatec 110 or equal) and placement of cementitious concrete patching compound (BOD SikaQuick 1000, or equal).

Allowance does not include repair of the exposed concrete on the sides and soffit of the entry canopy which is included in the base bid.

1. Coordinate quantity allowance adjustment with unit-price requirements in

Section 012200 "Unit Prices."

END OF SECTION 012100

UNIT PRICES 012200 - 1

SECTION 012200 - UNIT PRICES

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes administrative and procedural requirements for unit prices.

B. Related Requirements:

1. Section 012100 "Allowances" for procedures for using unit prices to adjust quantity allowances.

1.2 DEFINITIONS

A. Unit price is an amount incorporated into the Agreement, applicable during the duration of the

Work as a price per unit of measurement for materials, equipment, or services, or a portion of the Work, added to or deducted from the Contract Sum by appropriate modification, if the scope of Work or estimated quantities of Work required by the Contract Documents are increased or decreased.

1.3 PROCEDURES

A. Unit prices include all necessary material, plus cost for delivery, installation, insurance, applicable taxes, overhead, and profit.

B. Measurement and Payment: See individual Specification Sections for work that requires establishment of unit prices. Methods of measurement and payment for unit prices are specified in those Sections.

C. Owner reserves the right to reject Contractor's measurement of work-in-place that involves use of established unit prices and to have this work measured, at Owner's expense, by an independent surveyor acceptable to Contractor.

D. List of Unit Prices: A schedule of unit prices is included in Part 3. Specification Sections referenced in the schedule contain requirements for materials described under each unit price.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION

3.1 SCHEDULE OF UNIT PRICES

A. Unit Price No. RC-01: Repair and remediation of deteriorated concrete roof decking.

UNIT PRICES 012200 - 2

1. Description: Unit price shall include removal of deteriorated concrete, mechanical removal of rust from all exposed rebar, epoxy coating of exposed rebar (using BOD Sika

Armatec 110 or equal) and placement of cementitious concrete patching compound

(BOD SikaQuick 1000, or equal).

2. Unit of Measurement: Per Square Foot.

3. Quantity Allowance: Coordinate unit price with allowance adjustment requirements in

Section 012100 "Allowances."

END OF SECTION 012200

SUBSTITUTION PROCEDURES 012500 - 1

SECTION 012500 - SUBSTITUTION PROCEDURES

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

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

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

1.2 SUMMARY

A. Section includes administrative and procedural requirements for substitutions.

B. Related Requirements:

1. Section 012100 "Allowances" for products selected under an allowance.

2. Section 012300 "Alternates" for products selected under an alternate.

1.3 DEFINITIONS

A. Substitutions: Changes in products, materials, equipment, and methods of construction from those required by the Contract Documents and proposed by Contractor.

1. Substitutions for Cause: Changes proposed by Contractor that are required due to changed Project conditions, such as unavailability of product, regulatory changes, or unavailability of required warranty terms.

2. Substitutions for Convenience: Changes proposed by Contractor or Owner that are not required in order to meet other Project requirements but may offer advantage to

Contractor or Owner.

1.4 ACTION SUBMITTALS

A. Substitution Requests: Submit digital copies of each request for consideration. Identify product or fabrication or installation method to be replaced. Include Specification Section number and title and Drawing numbers and titles.

1. Substitution Request Form: Use facsimile of form provided in Project Manual.

2. Documentation: Show compliance with requirements for substitutions and the following, as applicable:

a. Statement indicating why specified product or fabrication or installation method cannot be provided, if applicable.

b. Coordination of information, including a list of changes or revisions needed to other parts of the Work and to construction performed by Owner and separate contractors that will be necessary to accommodate proposed substitution.

SUBSTITUTION PROCEDURES 012500 - 2

c. Detailed comparison of significant qualities of proposed substitutions with those of the Work specified. Include annotated copy of applicable Specification Section.

Significant qualities may include attributes, such as performance, weight, size, durability, visual effect, sustainable design characteristics, warranties, and specific features and requirements indicated. Indicate deviations, if any, from the Work specified.

d. Product Data, including drawings and descriptions of products and fabrication and installation procedures.

e. Samples, where applicable or requested.

f. Certificates and qualification data, where applicable or requested.

g. List of similar installations for completed projects, with project names and addresses as well as names and addresses of architects and owners.

h. Material test reports from a qualified testing agency, indicating and interpreting test results for compliance with requirements indicated.

i. Research reports evidencing compliance with building code in effect for Project, from ICC-ES.

j. Detailed comparison of Contractor's construction schedule using proposed substitutions with products specified for the Work, including effect on the overall

Contract Time. If specified product or method of construction cannot be provided within the Contract Time, include letter from manufacturer, on manufacturer's letterhead, stating date of receipt of purchase order, lack of availability, or delays in delivery.

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

l. Contractor's certification that proposed substitution complies with requirements in the Contract Documents, except as indicated in substitution request, is compatible with related materials and is appropriate for applications indicated.

m. Contractor's waiver of rights to additional payment or time that may subsequently become necessary because of failure of proposed substitution to produce indicated results.

3. Architect's Action: If necessary, Architect will request additional information or documentation for evaluation within seven days of receipt of a request for substitution.

Architect will notify Contractor of acceptance or rejection of proposed substitution within

15 days of receipt of request, or seven days of receipt of additional information or documentation, whichever is later.

a. Forms of Acceptance: Change Order, Construction Change Directive, or

Architect's Supplemental Instructions for minor changes in the Work.

b. Use product specified if Architect does not issue a decision on use of a proposed substitution within time allocated.

1.5 QUALITY ASSURANCE

A. Compatibility of Substitutions: Investigate and document compatibility of proposed substitution with related products and materials. Engage a qualified testing agency to perform compatibility tests recommended by manufacturers.

SUBSTITUTION PROCEDURES 012500 - 3

1.6 PROCEDURES

A. Coordination: Revise or adjust affected work as necessary to integrate work of the approved substitutions.

1.7 SUBSTITUTIONS

A. Substitutions for Cause: Submit requests for substitution immediately on discovery of need for change, but not later than 15 days prior to time required for preparation and review of related submittals.

1. Conditions: Architect will consider Contractor's request for substitution when the following conditions are satisfied. If the following conditions are not satisfied, Architect will return requests without action, except to record noncompliance with these requirements:

a. Requested substitution is consistent with the Contract Documents and will produce indicated results.

b. Substitution request is fully documented and properly submitted.

c. Requested substitution will not adversely affect Contractor's construction schedule.

d. Requested substitution has received necessary approvals of authorities having jurisdiction.

e. Requested substitution is compatible with other portions of the Work.

f. Requested substitution has been coordinated with other portions of the Work.

g. Requested substitution provides specified warranty.

h. If requested substitution involves more than one contractor, requested substitution has been coordinated with other portions of the Work, is uniform and consistent, is compatible with other products, and is acceptable to all contractors involved.

B. Substitutions for Convenience: Architect will consider requests for substitution if received during the bid period. Requests received after that time may be considered or rejected at discretion of Architect.

1. Conditions: Architect will consider Contractor's request for substitution when the following conditions are satisfied. If the following conditions are not satisfied, Architect will return requests without action, except to record noncompliance with these requirements:

a. Requested substitution offers Owner a substantial advantage in cost, time, energy conservation, or other considerations, after deducting additional responsibilities

Owner must assume. Owner's additional responsibilities may include compensation to Architect for redesign and evaluation services, increased cost of other construction by Owner, and similar considerations.

b. Requested substitution does not require extensive revisions to the Contract

Documents.

c. Requested substitution is consistent with the Contract Documents and will produce indicated results.

d. Substitution request is fully documented and properly submitted.

e. Requested substitution will not adversely affect Contractor's construction schedule.

SUBSTITUTION PROCEDURES 012500 - 4

f. Requested substitution has received necessary approvals of authorities having jurisdiction.

g. Requested substitution is compatible with other portions of the Work.

h. Requested substitution has been coordinated with other portions of the Work.

i. Requested substitution provides specified warranty.

j. If requested substitution involves more than one contractor, requested substitution has been coordinated with other portions of the Work, is uniform and consistent, is compatible with other products, and is acceptable to all contractors involved.

PART 2 - PRODUCTS (Not Used)

END OF SECTION 012500

SUBSTITUTION REQUEST FORM Page 1

Substitution Submittal Request Form

Contractor:

Date:

Substitution Request No:

Specification Title:

Description:

Section:

Page:

Article/Paragraph:

Drawing No/Titles:

Proposed Substitution:

Manufacturer:

Trade Name:

Model No.:

Warranty:

Installer:

Differences between proposed substitution and specified product:

Proposed substitution affects other parts of

Work:

No Yes, explain:

Point-by-point Comparative Data attached – REQUIRED

Include chart providing line by line comparison of key product attributes. Significant qualities may include attributes such as performance, weight, size, durability, visual effect, sustainable design characteristics, warranties, and specific features and requirements.

Reason for Request:

CAUSE – submitted 15 days prior to related submittals

CONVENIENCE – submitted within 60 days after commencement of work

Reason for not providing specified item:

SUBSTITUTION REQUEST FORM Page 2

Cost Savings to Owner: $

Changes to Contract

Time:

No Yes [Add] [Deduct] ________________days

Supporting Documents

Attached:

Coordination Information (including list of changes/revisions to other work)

Product Data

Drawings

Samples

Tests

Reports

Certificates

The Undersigned certifies:

• Proposed substitution has been fully investigated and determined to be equal or superior in all respects to specified product.

• Same warranty will be furnished for proposed substitution as for specified product.

• Same maintenance service and source of replacement parts, as applicable, are available.

• Proposed substitution will have no adverse effect on other trades.

• Proposed substitution does not affect dimensions and functional clearances.

• No additional costs will be incurred for changes to building design, including A/E design, detailing, and construction costs caused by the substitution.

Submitted by:______________________________________________________________________________

Signature:_______________________________________________ Date:____________________________

CONTRACT MODIFICATION PROCEDURES 012600 - 1

SECTION 012600 - CONTRACT MODIFICATION PROCEDURES

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes administrative and procedural requirements for handling and processing

Contract modifications.

1.2 MINOR CHANGES IN THE WORK

A. Architect will issue supplemental instructions authorizing minor changes in the Work, not involving adjustment to the Contract Sum or the Contract Time, on Architect’s standard forms.

1.3 PROPOSAL REQUESTS

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

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

2. Within time specified in Proposal Request or 20 days, when not otherwise specified, after receipt of Proposal Request, submit a quotation estimating cost adjustments to the

Contract Sum and the Contract Time necessary to execute the change.

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

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

c. Include costs of labor and supervision directly attributable to the change. Labor must include Classification with rate and hours.

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

e. Quotation Form: Use contractor’s standard forms acceptable to Architect.

Proposals must be numbered sequentially, and include the contract abbreviation.

For example: GC-1, GC-2, GC-3 etc.

B. Contractor-Initiated Proposals: If latent or changed conditions require modifications to the

Contract, Contractor may initiate a claim by submitting a request for a change to Architect.

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

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

CONTRACT MODIFICATION PROCEDURES 012600 - 2

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

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

4. Include costs of labor and supervision directly attributable to the change. Labor must include Classification with rate and hours.

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

Contract Time.

6. Proposal Request Form: Use contractor’s standard form acceptable to Architect.

1.4 ADMINISTRATIVE CHANGE ORDERS

A. Unit Price Adjustment: Refer to Division 01 Section "Unit Prices" for administrative procedures for preparation of Change Order Proposal for adjusting the Contract Sum to reflect measured scope of unit price work.

1.5 CHANGE ORDER PROCEDURES

A. On Owner's approval of a Proposal Request, the Owner will issue a Change Order for signatures of Owner, Architect and Contractor on form included in Project Manual.

B. No work shall be completed until the Change Order is approved in writing by the Montgomery

County Housing Authority’s Executive Director.

1.6 CONSTRUCTION CHANGE DIRECTIVE

A. Construction Change Directive: With Owner’s approval, Architect may issue a Construction

Change Directive on AIA Document G714. Construction Change Directive instructs Contractor to proceed with a change in the Work, for subsequent inclusion in a Change Order.

1. Construction Change Directive contains a complete description of change in the Work. It also designates method to be followed to determine change in the Contract Sum or the

Contract Time.

B. Documentation: Maintain detailed records on a time and material basis of work required by the

Construction Change Directive.

1. After completion of change, submit an itemized account and supporting data necessary to substantiate cost and time adjustments to the Contract.

CONTRACT MODIFICATION PROCEDURES 012600 - 3

PART 2 - PRODUCTS (Not Used)

END OF SECTION 012600

PAYMENT PROCEDURES 012900 - 1

SECTION 012900 - PAYMENT PROCEDURES

PART 1 - GENERAL

1.1 SUMMARY

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

1.2 SCHEDULE OF VALUES

A. Coordination: Coordinate preparation of the schedule of values with preparation of Contractor's construction schedule.

1. Correlate line items in the schedule of values with other required administrative forms and schedules, including the following:

a. Application for Payment forms with continuation sheets.

b. Submittal schedule.

c. Items required to be indicated as separate activities in Contractor's construction schedule.

2. Submit the schedule of values to Architect at earliest possible date but no later than seven days before the date scheduled for submittal of initial Applications for Payment.

B. Format and Content: Organize Schedule of Values based on project Site Locations. Use the

Project Manual table of contents as a guide to establish line items for each Site Location.

Provide at least one line item for each Specification Section.

1. Identification: Include the following Project identification on the schedule of values:

a. Project name and location.

b. Name of Architect.

c. Architect's project number.

d. Contractor's name and address.

e. Date of submittal.

2. Arrange schedule of values consistent with format of HUD form for Applications for

Payment.

a. Provide a breakdown of the Contract Sum in enough detail to facilitate continued evaluation of Applications for Payment and progress reports. Coordinate with Site

Locations and the Project Manual table of contents.

3. Provide a separate line item in the schedule of values for each part of the Work where

Applications for Payment may include materials or equipment purchased or fabricated and stored, but not yet installed.

4. Allowances: Provide a separate line item in the schedule of values for each allowance.

Show line-item value of unit-cost allowances, as a product of the unit cost, multiplied by

PAYMENT PROCEDURES 012900 - 2

measured quantity. Use information indicated in the Contract Documents to determine quantities.

5. Each item in the schedule of values and Applications for Payment shall be complete.

Include total cost and proportionate share of general overhead and profit for each item.

a. Temporary facilities and other major cost items that are not direct cost of actual work-in-place may be shown either as separate line items in the schedule of values or distributed as general overhead expense, at Contractor's option.

1.3 APPLICATIONS FOR PAYMENT

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

1. Initial Application for Payment, Application for Payment at time of Substantial

Completion, and final Application for Payment involve additional requirements.

B. Payment Application Times: The date for each progress payment is to be determined by the

Owner. The period of construction work covered by each Application for Payment is the period indicated in the Agreement.

C. Application for Payment Forms: Use standard HUD form for Applications for Payment.

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

1. Entries shall match data on the schedule of values and Contractor's construction schedule.

Use updated schedules if revisions were made.

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

E. Transmittal: Submit three signed and notarized original copies of each Application for Payment to Architect by a method ensuring receipt within 24 hours. One copy shall include waivers of lien and similar attachments if required.

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

F. Waivers of Mechanic's Lien: With each Application for Payment, submit waivers of mechanic's lien from entities lawfully entitled to file a mechanic's lien arising out of the Contract and related to the Work covered by the payment.

1. Submit partial waivers on each item for amount requested in previous application, after deduction for retainage, on each item.

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

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

PAYMENT PROCEDURES 012900 - 3

4. Waiver Forms: Submit waivers of lien on forms, executed on forms provided by Owner.

Examples of such forms are included in the Project Manual.

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

1. List of subcontractors.

2. Schedule of values.

3. Contractor's construction schedule (preliminary if not final).

4. Submittal schedule (preliminary if not final).

5. List of Contractor's staff assignments.

6. List of Contractor's principal consultants.

7. Copies of building permits.

8. Copies of authorizations and licenses from authorities having jurisdiction for performance of the Work.

9. Initial progress report.

H. Application for Payment at Substantial Completion: After issuing the Certificate of Substantial

Completion, submit an Application for Payment showing 100 percent completion for portion of the Work claimed as substantially complete.

1. Include documentation supporting claim that the Work is substantially complete and a statement showing an accounting of changes to the Contract Sum.

2. This application shall reflect Certificates of Partial Substantial Completion issued previously for Owner occupancy of designated portions of the Work.

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

1. Evidence of completion of project closeout requirements.

PART 2 - PRODUCTS (Not Used)

END OF SECTION 012900

PROJECT MANAGEMENT AND COORDINATION 013100 - 1

SECTION 013100 - PROJECT MANAGEMENT AND COORDINATION

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes administrative provisions for coordinating construction operations on Project including, but not limited to, the following:

1. Requests for Information (RFIs).

2. Project meetings.

B. Related Sections:

1. Division 01 Section "Multiple Contract Summary" for a description of the division of work among separate contracts and responsibility for coordination activities not in this

Section.

1.2 DEFINITIONS

A. RFI: Request from Owner, Architect, or Contractor seeking information from each other during construction.

1.3 COORDINATION

A. Coordination: Coordinate construction operations included in different Sections of the

Specifications to ensure efficient and orderly installation of each part of the Work. Coordinate construction operations, included in different Sections, that depend on each other for proper installation, connection, and operation.

1. Schedule construction operations in sequence required to obtain the best results where installation of one part of the Work depends on installation of other components, before or after its own installation.

2. Coordinate installation of different components to ensure maximum performance and accessibility for required maintenance, service, and repair.

3. Make adequate provisions to accommodate items scheduled for later installation.

B. Prepare memoranda for distribution to each party involved, outlining special procedures required for coordination. Include such items as required notices, reports, and list of attendees at meetings.

1. Prepare similar memoranda for Owner and separate contractors if coordination of their

Work is required.

C. Administrative Procedures: Coordinate scheduling and timing of required administrative procedures with other construction activities and activities of other contractors to avoid conflicts and to ensure orderly progress of the Work. Such administrative activities include, but are not limited to, the following:

PROJECT MANAGEMENT AND COORDINATION 013100 - 2

1. Preparation of Contractor's construction schedule.

2. Preparation of the schedule of values.

3. Installation and removal of temporary facilities and controls.

4. Delivery and processing of submittals.

5. Progress meetings.

6. Preinstallation conferences.

7. Project closeout activities.

8. Startup and adjustment of systems.

9. Project closeout activities.

1.4 REQUESTS FOR INFORMATION (RFIs)

A. General: Immediately on discovery of the need for additional information or interpretation of the Contract Documents, Contractor shall prepare and submit an RFI in the form specified.

1. Architect will return RFIs…