832547hvacHenr.pdf

Project Manual Version 4.13.26

Project Manual for

ITB No. 26-2956-5JL Replace Chillers at Short Pump Elementary School

Department of Facilities

Henrico County Public Schools

July 7, 2026

Architect of Record:

Moseley, Inc.

3200 Norfolk Street

Richmond, VA 23230 Phone: 804-794-7555

Department of Facilities, Henrico County Public Schools

TOC-1

TABLE OF CONTENTS

1 Table of Contents TOC 2 List of Drawings LOD 3 Invitation to Bid ITB 4 Bid Form BF 5 Standard Construction Administration Forms SF

AIA Documents 6 Instructions to Bidders: AIA Document A701, 2018 Electronic Edition 7 General Conditions of the Contract for Construction: AIA Document A201, 2017

Electronic Edition 8 Contractor’s Qualification Statement: AIA Document A305, 2020 Electronic

Edition 9 Standard Form of Agreement between Owner and Contractor: AIA Document

A101, 2017 Electronic Edition

County Documents 10 County School Board of County of Henrico, Virginia Bid Bond 11 County School Board of County of Henrico, Virginia Standard Performance Bond 12 County School Board of County of Henrico, Virginia Standard Labor and

Material Payment Bond Attachments 13 Scope of Work for assigned sub-contractor Automated Logic Corporation –

Allowance No. 1 – Short Pump ES

Technical Specifications Division Division Title

DIVISION 01 – GENERAL REQUIREMENTS

011000 Summary 012100 Allowances 012500 Substitution Procedures 012900 Payment Procedures 013100 Project Management and Coordination 013200 Construction Progress Documentation 013300 Submittal Procedures 014000 Quality Requirements 014100 Statement of Special Inspections 014200 References 015000 Temporary Facilities and Controls 016000 Product Requirements 017300 Execution 017700 Closeout Procedures Summary of Equipment

TOC-2

DIVISION 02 – EXISTING CONDITIONS

024100 Demolition

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

230500 Common Work Results for HVAC 230513 Motors for HVAC Equipment 230514 Variable Speed Drives 230519 Meters and Gauges for HVAC Piping 230523 General Duty Valves for HVAC Piping 230529 Hangers and Supports for HVAC Piping and Equipment 230533 Heat Tracing for HVAC Piping 230553 Identification for HVAC Piping and Equipment 230593 Testing, Adjusting, and Balancing for HVAC 230700 HVAC Insulation 230900 Instrumentation and Control for HVAC 232113 Hydronic Piping 232123 Hydronic Pumps 232500 HVAC Water Treatment 236423 Air-Cooled Scroll Chillers

DIVISION 26 – ELECTRICAL

260519 Low-Voltage Electrical Power Conductors and Cables 260523 Control-Voltage Electrical Power Cables 260526 Grounding and Bonding for Electrical Systems 260529 Hangers and Supports for Electrical Systems 260533 Raceways and Boxes for Electrical Systems 260553 Identification for Electrical Systems 262816 Enclosed Switches and Circuit Breakers

- END OF TABLE OF CONTENTS -

LOD-1

LIST OF DRAWINGS

Sheet Title G0.1 Cover S1.1.1 Structural Plan and Details M0.1 Legends, Abbreviations, Schedules and General Notes M0.3 Demolition Plan M1.1 Floor Plan and Details M7.1 System Schematic E0.1.1 Legends, Abbreviations and General Notes E0.3.1 Electrical Demolition Plan E1.1.2 Floor Plans – Power

- END OF LIST OF DRAWINGS -

ITB-1

INVITATION TO BID

ITB No. 26-2956-5JL

Henrico County Public Schools

Sealed bids for Replace Chillers at Short Pump Elementary School, in accordance with the conditions, specifications, and instructions below and on the attached sheets hereto, will be received no later than 2:00 PM, local prevailing time, August 4, 2026 and then publicly opened and read immediately thereafter through a Microsoft Teams meeting. Sealed bids shall be submitted through Henrico County’s Electronic Documents Web Portal, ProcureWare, at https://henrico.procureware.com. Bidders interested in participating in the bid opening shall send a request to be added to the meeting invitation to Jianchong Luo via email at luo001@henrico.gov.

Time is of the essence, and any bidder that attempts to submit a bid after the appointed hour for submission, will be unable to, as ProcureWare automatically closes the bid. The time of receipt shall be determined by the time clock in ProcureWare. Bidders are responsible for ensuring that their bid is submitted in ProcureWare by the deadline indicated.

The Work consists of replacement of two (2) existing air-cooled chillers, including pumps, serving the school. Project is located at 3425 Pump Road, Richmond, VA 23233.

Pursuant to Henrico County Code Section 16-43, the County School Board of Henrico County, Virginia shall be the awarding authority when the contract amount is over $200,000. Otherwise, the award will be made by the Purchasing Director.

Normal working hours shall be between 7:00 A.M. – 4:30 P.M. Monday through Thursday. Work after normal working hours and may be scheduled only with the Henrico County Public Schools’ approval.

Bidding Documents consisting of Contract Drawings and Project Manuals may be obtained by visiting the Henrico County Electronic Document’s Web portal at https://henrico.procureware.com/home. Options are provided for downloading a complete set of documents or selected files from this web portal. The Contract Drawings and Project Manuals are provided in PDF Format, which may be shared electronically with your subcontractors, employees, and suppliers. The failure or omission of any bidder to download, receive or examine any form, instrument, addendum or other documents, or to acquaint itself with conditions existing at the site(s), shall in no way relieve any bidder from any obligations with respect to its bid or to the contract.

A non-mandatory pre-bid conference will be held at 11:00 AM on July 15, 2026 at Short Pump Elementary School at 3425 Pump Road, Richmond, VA 23233 to review the scope of work and clarify any aspects of the work that may be in question. A site visit will commence after the meeting. Direct any questions, concerning the Project Manual and Drawings in writing through the Questions function in ProcureWare.

Bids must be accompanied by either a cashier’s check or certified check or bid bond in the amount of 5% of the Total Bid and made payable to the County of Henrico, Virginia.

https://henrico.procureware.com/ mailto:luo001@henrico.gov https://henrico.procureware.com/home

A bid may not be modified, withdrawn or cancelled by the bidder after the time and date designated for the receipt of bids and for 90 days thereafter except as provided by Va. Code § 2.2-4330. The following is the procedure for withdrawal of a bid: Va. Code § 2.2-4330(B)(1), as may be amended from time to time.

Nothing herein is intended to exclude any responsible bidder, its product or service or in any way restrain or restrict competition. Comments as to how bid documents, specifications or drawings can be improved are welcome.

If a contract is awarded, a separate performance bond and a payment bond, County School Board of County of Henrico, Virginia Standard Performance Bond and County School Board of County of Henrico, Virginia Standard Labor and Material Payment Bond, for 100% of the contract amount shall be provided by the Successful Bidder.

The Owner reserves the right to waive informalities and/or reject all bids. In accordance with Va. Code, Section 2.2-4319, the Owner shall not reject all bids solely to avoid awarding a contract to a particular responsive and responsible bidder.

The Bidder hereby agrees that by submitting this bid that it will use the subcontractor selected by the Owner, as part of a separate bid/procurement process, for Allowance No. 1. The successful contractor agrees that it will be responsible for this subcontractor and its work as if the successful General Contractor itself had selected this subcontractor. Any adjustments in the Allowances shall be in accordance with Article 3.8 of the General Conditions and other contract provisions. The Base Bid shall include all cost associated with the management and coordination of work performed under the Allowances. Work under this allowance shall be provided by an assigned subcontractor to the general contractor. Contractor is required to contract with the selected subcontractor within 30 days of Notice to Proceed.

The Bidder must be a registered contractor in the Commonwealth of Virginia in accordance with Title 54.1, Chapter 11 of the Code of Virginia, as amended, at the time of bid submission, and shall possess a Virginia Contractor’s License Class A. The Bidder shall have bid and completed projects of comparable nature, size, complexity and construction cost. The Bidder should submit with its bid a completed AIA Document A305, Contractor’s Qualifications Statement, which shall document how the applicable projects meet or exceeds the size, complexity, and nature of this project; and includes details of the management staff and self-performed activities associated with the referenced projects. Only those projects which the Bidder performed the work as the General Contractor should be included in the AIA Document A305. Bidders are not required to submit AIA Document A305, Contractor’s Qualification Statement if they have submitted one within the last twelve (12) months as of the date of this bid.

- END OF INVITATION TO BID -

ITB-2

BF-1

BID FORM

FIXED PRICE CONTRACT

ITB No. 26-2956-5JL

Date: ____________________________

To: County of Henrico Department of Finance, Purchasing Office

8600 Staples Mill Road, Henrico, VA 23228-2360 PO Box 90775, Henrico, VA 23273-0775

Project: Replace Chillers at Short Pump Elementary School

From (full name): __________________________________

(full address) __________________________________

Having carefully examined the site, the drawings, specifications and other documents, and in compliance with your "Invitation to Bid", Instructions to Bidders AIA701-2018 Edition, and this “Bid Form”, the undersigned proposes to furnish all labor, materials, supplies and equipment necessary for Replace Chillers at Short Pump Elementary School. All shall be in accordance with Drawings prepared by Moseley, Inc.

dated June 24, 2026 and the Project Manual, dated July 7, 2026.

The Bidder must be a registered contractor in the Commonwealth of Virginia in accordance with Title 54.1, Chapter 11 of the Code of Virginia, as amended, at the time of bid submission, and shall possess a Virginia Contractor’s License Class A. The Bidder shall have bid and completed projects of comparable nature, size, complexity and construction cost. The Bidder should submit with its bid a completed AIA Document A305, Contractor’s Qualifications Statement, which shall document how the applicable projects meet or exceeds the size, complexity, and nature of this project; and includes details of the management staff and self-performed activities associated with the referenced projects. Only those projects which the Bidder performed the work as the General Contractor should be included in the AIA Document A305. Bidders are not required to submit AIA Document A305, Contractor’s Qualification Statement if they have submitted one within the last twelve (12) months as of the date of this bid.

The Work consists of replacement of two (2) existing air-cooled chillers, including pumps, serving the school. Project is located at 3425 Pump Road, Richmond, VA 23233.

It shall be the responsibility of the Contractor to apply for and diligently pursue the applicable Building Permits from the County of Henrico. It shall be the responsibility of the Owner to pay for the Building Permits. However, in a cooperative and expedient effort, the Owner may apply and pay for the Building Permits prior to receipt of bids and should not be included in the bid amount. The Contractor will be responsible for obtaining and bearing the cost of all subcontractors permits.

The Bid Form must be completed in blue or black ink or by typewriter. The bid amounts shall be expressed in figures, only. The unit price of each item on the form, if requested, must be stated in figures. Discrepancies in the multiplication of units of work and the unit prices will be resolved in favor of the correct multiplication of the unit prices. Discrepancies between the indicated sum of any column of

BF-2

figures and the correct sum thereof will be resolved in favor of the correct sum. My/Our lump sum price is as follows:

PRICES QUOTED SHALL BE FOB DESTINATION

TOTAL BID AMOUNT:

TOTAL BID: The Total Bid includes all Work required by the Bidding Documents for Replace Chillers at Short Pump Elementary School in strict accordance with the Bidding Documents including the Drawings and Project Manual for the lump sum of:

$[Enter pricing electronically in ProcureWare] (Figure Only)

Price Schedule Base Bid Item

Description Lump Sum Price Base Bid includes all Work required by the Bidding Documents for Replace Chillers at Short Pump Elementary School in strict accordance with the Bidding Documents including the Drawings and Project Manual.

[Enter pricing electronically in ProcureWare]

Lump Sum Allowance Item

Description Lump Sum Price Lump Sum Allowance No. 1: BAS Controls Allowance [An allowance value of $92,357.00 is already included electronically in ProcureWare]

Total Bid Amount (equals the sum of Base Bid + Lump Sum Allowance Item No. 1

Pricing will automatically calculate in ProcureWare

BID SECURITY:

Attached hereto is my bid security for five percent (5%) of the Total Bid, made payable to the County of Henrico, Virginia.

GENERAL:

It is the intent of the County of Henrico to recommend the award of this contract to the lowest responsive and responsible bidder based upon the Total Bid, provided the bid does not exceed the funds available for the contract.

If a contract is awarded, a separate performance bond and a payment bond County School Board of County of Henrico, Virginia Standard Performance Bond and County School Board of County

BF-3

of Henrico, Virginia Standard Labor and Material Payment Bond, for 100% of the contract amount, including any additions and/or deductions, shall be provided by the Successful Bidder.

The Successful Bidder agrees to use unit prices to determine changes to the Contract Sum when authorized changes are directed. Unit prices shall include all labor and materials, in place and complete. The source of the unit prices (other than those listed herein) shall be Means Open Shop Building Construction Cost Data, latest edition, R. S. Means Company, Inc., adjusted for Richmond, Virginia. The unit prices will be used as maximum limiting charges and minimum credits allowable for any change in the Work.

TIME OF COMPLETION:

The Work shall be Substantially Complete and certified by the Architect by August 13, 2027. Final Completion of all Work shall be within 30 calendar days after the date of Substantial Completion.

The Owner and the Contractor recognize that time is of the essence and that the Owner will suffer financial loss if the Work is not completed by the deadline for Substantial Completion. Both parties recognize the delays, expense, and damages involved in proving in a legal proceeding the actual loss suffered by the Owner if the Work is not completed on time. Accordingly, notwithstanding any other provisions of this Contract, the Owner and the Contractor agree, stipulate and fix as liquidated damages, but not as a penalty, the sum of Five Hundred Dollars 500($.00) per day, which the Contractor together with the Contractor's surety shall pay the Owner for each calendar day or part thereof after the Substantial Completion deadline until the Contractor achieves Substantial Completion of the entire Work. The Contractor hereby waives any defense as to the validity of liquidated damages stated in this Agreement on the grounds that such liquidated damages are void as penalties or are not reasonably related to actual damages, and the parties agree that the Owner's entitlement to liquidated damages shall be determined at the time of Substantial Completion.

(BID SIGNATURE SHEET FOLLOWS)

BF-4

BID SIGNATURE SHEET

My signature certifies that the bid as submitted complies with all requirements specified in this Invitation to Bid (“ITB”) No. 26-2956-5JL – Replace Chillers at Short Pump Elementary School.

My signature also certifies that by submitting a bid in response to this ITB, the Bidder represents that in the preparation and submission of this bid, the Bidder did not, either directly or indirectly, enter into any combination or arrangement with any person or business entity, or enter into any agreement, participate in any collusion, or otherwise take any action in the restraining of free, competitive bidding in violation of the Sherman Act (15 U.S.C.

Section 1) or Sections 59.1-9.1 through 59.1-9.17 or Sections 59.1-68.6 through 59.1-68.8 of the Code of Virginia.

I hereby certify that I am authorized to sign as a legal representative for the business entity submitting this bid.

LEGAL NAME OF BIDDER (DO NOT USE TRADE NAME): ________________________________

ADDRESS: __________________________________________________________________________

SIGNATURE: ________________________________________________________________________

NAME OF PERSON SIGNING (PRINT): __________________________________________________

TITLE: ______________________________________________________________________________

TELEPHONE: ________________________________________________________________________

EMAIL ADDRESS: ____________________________________________________________________

DATE: ______________________________________________________________________________

VIRGINIA CONTRACTOR’S REGISTRATION NUMBER:______________________ CLASS: _____

Surety2000 Bond Number for Bid Bond (if applicable): _______________________________________

Bidder _____ is or ____ is not located in Henrico County? If so, have you obtained a County license to conduct or engage in business, trade or occupation in the County? _____ Yes _____ No

RECEIPT OF ADDENDA:

We acknowledge the receipt of the following Addenda:

Addendum No. Dated

Addendum No. Dated

Addendum No. Dated

Addendum No. Dated

BF-5

BUSINESS CATEGORY CLASSIFICATION FORM

Company Name: _______________________________________________________________

This form has been completed by:

Signature: _____________________________________________ Date: _________________

Title: _____________________________________________

Specify your Business Category by checking the appropriate business category classification below (check all that apply):

_____ Small Business

_____ Women-Owned Business

_____ Minority-Owned Business

_____ Military Family-Owned Business

_____ Service-Disabled Veteran Business

_____ Employment Services Organization

_____ Non-SWaM Business (if none of the above)

If certified by the Virginia Department of Small Business and Supplier Diversity (SBSD), provide your certification number and expiration date below:

Number: _________________________ Date: _________________________

For the purpose of determining the appropriate business category, please review the definitions provided by SBSD at: https://sbsd.virginia.gov/certification-division/swam/. “Employee services organization” is defined as s an organization that provides community-based employment services to individuals with disabilities that is an approved Commission on Accreditation of Rehabilitation Facilities (CARF) accredited vendor of the Department of Aging and Rehabilitative Services.

https://sbsd.virginia.gov/certification-division/swam/

BF-6

VIRGINIA STATE CORPORATION COMMISSION (SCC)

REGISTRATION INFORMATION

The Bidder:

is a corporation or other business entity with the following SCC identification number:

________________________________ -OR-

is not a corporation, limited liability company, limited partnership, registered limited liability partnership, or business trust -OR-is an out-of-state business entity that does not regularly and continuously maintain as part of its ordinary and customary business any employees, agents, offices, facilities, or inventories in Virginia (not counting any employees or agents in Virginia who merely solicit orders that require acceptance outside Virginia before they become contracts, and not counting any incidental presence of the Bidder in Virginia that is needed in order to assemble, maintain, and repair goods in accordance with the contracts by which such goods were sold and shipped into Virginia from Bidder’s out-of-state location) -OR-is an out-of-state business entity that is including with this bid/proposal an opinion of legal counsel which accurately and completely discloses the undersigned Bidder’s current contracts with Virginia and describes why those contracts do not constitute the transaction of business in Virginia within the meaning of §13.1-757 or other similar provisions in Titles 13.1 or 50 of the Code of Virginia.

Please check the following box if you have not checked any of the foregoing options but currently have pending before the SCC an application for authority to transact business in the Commonwealth of Virginia and wish to be considered for a waiver to allow you to submit the SCC identification number after the due date for bids:

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RESPONSIBLE BIDDER CERTIFICATION

Name of Bidder: __________________________________

“Responsible bidder” means a person who has the capability, in all respects, to perform fully the contract requirements and the moral and business integrity and reliability that will assure good faith performance, and who has been prequalified, if required.

In determining whether a Bidder is responsible, the County will consider whether the Bidder has defaulted on any government contract in the last five years; whether any government has terminated a contract with the Bidder for cause in the last five years; and whether the Bidder or any of its officers, directors, partners, or owners is currently barred from bidding on contracts by any federal, state, or local government agency.

As part of this submission, the Bidder certifies that:

It has not defaulted on any government contract in the last five years.

No government has terminated a contract with the Bidder for cause in the last five years.

Neither it nor any of its officers, directors, partners, or owners are barred from bidding on contracts by any federal, state, or local government agency.

If the Bidder cannot make any of the certifications required above, the Bidder must indicate the reason by selecting the appropriate box below.

It has defaulted on one or more government contract(s) in the last five years.

A government has terminated a contract with the Bidder for cause in the last five years.

It or one or more of its officers, directors, partners, or owners are barred from bidding on contracts by a federal, state, or local government agency.

If any of the above three boxes are checked, the Bidder must explain all defaults, terminations, and/or bars in reasonable detail and include the contact information for the government agency on whose contract the Bidder has defaulted, been terminated, or been barred from bidding.

Signature of Authorized Representative

Printed Name of Authorized Representative

BF-8

CERTIFICATION FOR DIRECT CONTACT WITH STUDENTS

Legal Name of Bidder/Offeror/Prospective Contractor: __________________________________

Pursuant to Va. Code § 22.1-296.1(E), as a condition of awarding a contract for the provision of services that require the contractor or employees of the contractor to have direct contact with students on school property during regular school hours or during school-sponsored activities, the contractor shall provide certification of whether any individual who will provide such services has been convicted of any violent felony set forth in the definition of barrier crime in Va. Code § 19.2-392.02(A); any offense involving the sexual molestation, physical or sexual abuse, or rape of a child, or the solicitation of any such offense; or any crime of moral turpitude. Any individual making a materially false statement regarding any such offense is guilty of a Class 1 misdemeanor and, upon conviction, the fact of such conviction is grounds for the revocation of the contract to provide such services and, when relevant, the revocation of any license required to provide such services. School boards shall not be liable for materially false statements regarding the certifications required by Va. Code § 22.1-296.1(E).1

For purposes of this certification, “services” means any work performed by an independent contractor wherein the service rendered does not consist primarily of acquisition of equipment or materials, or the rental of equipment, materials and supplies.2

The contractor is responsible for affirming certification information for his subcontractors.3

The contractor certifies that it will NOT provide services that require the contractor or employees of the contractor to have direct contact with students on school property during regular school hours or during school-sponsored activities.

CHECK BOX, if paragraph above is applicable:

Otherwise, move to next paragraph:

The contractor will provide services that require the contractor or employees of the contractor to have direct contact with students on school property during regular school hours or during school-sponsored activities and certifies as follows (SELECT ONE):

None of the individuals who will be providing services that require direct contact with students on school property during regular school hours or during school-sponsored activities have been convicted of any (i) offense involving the sexual molestation, physical or sexual abuse, or rape of a child, or the solicitation of any such offense; or (ii) violent felony or crime of moral turpitude set forth in the definition of barrier crime in Va. Code § 19.2-392.02(A).4

1 These requirements shall not apply to a contractor or his employees providing services to a school division in an emergency or exceptional situation, such as when student health or safety is endangered or when repairs are needed on an urgent basis to ensure that school facilities are safe and habitable, when it is reasonably anticipated that the contractor or his employees will have no direct contact with students. Va. Code § 22.1-296.1(E).

2 06-084 Op. Va. Att’y Gen. (Jan. 2007); Va. Code § 2.2-4301.

3 06-084 Op. Va. Att’y Gen. (Jan. 2007); Va. Code § 2.2-4301.

4 School Board is not prohibited from awarding a contract if this box is checked. See Va. Code § 22.1-296.1(F).

BF-9

At least one individual who will be providing services that require direct contact with students on school property during regular school hours or during school-sponsored activities was convicted of a violent felony or crime of moral turpitude set forth in the definition of barrier crime in Va. Code § 19.2-392.02(A). However, the felony conviction did NOT involve the sexual molestation, physical or sexual abuse, or rape of a child, or the solicitation of any such offense. Further, the individual (a) has had his civil rights restored by the Governor, (b) has completed all terms of supervision and has been released from supervision for more than 20 years, and (c) has demonstrated commitment to public or community service and rehabilitation after completing all terms of supervision.5

At least one individual who will be providing services that require direct contact with students on school property during regular school hours or during school-sponsored activities has been convicted of a felony or crime of moral turpitude that is not set forth in the definition of barrier crime in Va. Code § 19.2-392.02(A) and does not involve the sexual molestation, physical or sexual abuse, or rape of a child, or the solicitation of any such offense. (In the case of a felony conviction meeting these criteria, the contractor must submit evidence that the Governor has restored the individual’s civil rights.)6

None of the above applies.7

Bidder/Offeror/Prospective Contractor listed above

By: ____________________________________

Printed Name: __________________________

Title: ____________________________

5 School Board has discretion to award contract if this box checked. School Board must be of the opinion that the individual is of upstanding character. The School Board must certify in writing that such an individual meets the requirements set forth in Va. Code § 22.1-296.1(F)(2). Va. Code § 22.1-296.1(F)(2).

6 School Board has discretion to award contract if this box is checked. Va. Code § 22.1-296.1(G).

7 School Board may not award a contract if this box is checked. See Va. Code § 22.1-296.1(E).

BF-10

TOBACCO-FREE REQUIREMENT FORM

Name of Bidder/Offeror: ________________________________

Henrico County Public Schools (“HCPS”) has a tobacco-free policy on school property. Therefore, the use or display of tobacco products by the Contractor, its suppliers and/or subcontractors on school property is strictly prohibited at all times, including days and/or hours when school is not in session. This includes, but is not limited to, outdoor areas of school properties and personal or business vehicles present on school property.

“Tobacco products” include any lit or unlit cigarette (including candy cigarettes), cigar, pipe, smokeless tobacco, dip, chew, and snuff in any form. This includes electronic cigarettes, cigarette packages, smokeless tobacco containers, lighters, and any other items containing or reasonably resembling tobacco, tobacco product images and tobacco company logos, such as key chains, t-shirts, ash trays, and coffee mugs.

“School property” includes land, buildings, facilities, and vehicles owned or rented by HCPS. School property includes parking lots, playgrounds and recreational areas.

As part of this submission, I certify that the employees of, or subcontractors to, the above mentioned contractor that will be providing services on school property will conform to the Tobacco-Free Requirement.

Signature of Authorized Representative

Printed Name of Authorized Representative

Printed Name of Vendor (if different than Representative)

SF-1

STANDARD CONSTRUCTION ADMINISTRATION FORMS

The AIA Documents normally required, though not necessarily all-inclusive, are listed below for your information. These Documents may be obtained directly from American Institute of Architects, Washington, D.C. (www.aia.org)

In all cases, the latest edition of the document must be used.

AIA Document Title

G701 Change Order G702 Application and Certificate for Payment G703 Application and Certificate for Payment, Continuation Sheet G704 Certificate of Substantial Completion G706 Contractor's Affidavit of Payment of Debts and Claims G706A Contractor's Affidavit of Release of Liens G707 Consent of Surety to Final Payment G709 Proposal Request G714 Construction Change Directive

The Owner Documents (Forms) are as noted below and will be provided to the Contractor in Microsoft Excel format

OWNER Documents Title

Estimate for Proposed Change Order (PCO):

GC-1 Henrico County Form - General Contractor Estimate SC-1 Henrico County Form - Sub-Contractor Estimate SS-1 Henrico County Form - Sub-Subcontractor Estimate

- END OF STANDARD CONSTRUCTION ADMINISTRATION FORMS –

http://www.aia.org/

Document A701® – 2018 Instructions to Bidders

AIA Document A701 – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 16:03:40 EDT on 07/06/2026 under Subscription No.20240069367 which expires on 10/10/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com.

User Notes: (6a4bd1ae7e67cc9078b98f20)

ADDITIONS AND DELETIONS:

The author of this document may have revised the text of the original AIA standard form. An Additions and Deletions Report that notes revisions to the standard form text is available from the author and should be reviewed. A vertical line in the left margin of this document indicates where the author has added to or deleted from the original AIA text.

This document has important legal consequences. Consultation with an attorney is encouraged with respect to its completion or modification.

FEDERAL, STATE, AND LOCAL

LAWS MAY IMPOSE

REQUIREMENTS ON PUBLIC

PROCUREMENT CONTRACTS.

CONSULT LOCAL AUTHORITIES

OR AN ATTORNEY TO VERIFY

REQUIREMENTS APPLICABLE

TO THIS PROCUREMENT

BEFORE COMPLETING THIS

FORM.

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

for the following Project:

(Name, location, and detailed description)

« ITB No. 26-2956-5JL - Replace Chillers at Short Pump Elementary School»

THE OWNER:

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

«County School Board of Henrico County, Virginia»« » «406 Dabbs House Road» «Henrico, VA 23223»

THE ARCHITECT:

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

«Moseley, Inc.»« » «3200 Norfolk Street» «Richmond, VA 23230»

TABLE OF ARTICLES

1 DEFINITIONS

2 BIDDER’S REPRESENTATIONS

3 BIDDING DOCUMENTS

4 BIDDING PROCEDURES

5 CONSIDERATION OF BIDS

6 POST-BID INFORMATION

7 PERFORMANCE BOND AND PAYMENT BOND

8 FORM OF AGREEMENT BETWEEN OWNER AND CONTRACTOR AND

ADDITIONAL TERMS

AIA Document A701 – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 16:03:40 EDT on 07/06/2026 under Subscription No.20240069367 which expires on 10/10/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com.

User Notes: (6a4bd1ae7e67cc9078b98f20)

ARTICLE 1 DEFINITIONS

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

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

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

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

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

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

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

§ 1.8 A Bidder is a person or entity who submits a Bid.

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

§ 1.10 A Responsible Bidder means a person who has the capability, in all respects, to perform fully the contract requirements and the moral and business integrity and reliability which will assure good faith performance, and who has been pre-qualified, if required (Code of Virginia, Section 2.2-4301).

§ 1.11 A Responsive Bidder means a person who has submitted a Bid, which conforms in all material respects to the Invitation to Bid (Code of Virginia, Section 2.2-4301).

§ 1.12 A Successful Bidder means the Responsible and Responsive Bidder to whom the Owner awards the Contract.

§ 1.13 An Informality means a minor defect or variation of a Bid from the exact requirements of the Invitation to Bid which does not affect the price, quality, quantity or delivery schedule for the goods, services or construction being procured (Code of Virginia, Section 2.2-4301).

§ 1.14 The Invitation to Bid (or ITB) is the Owner’s solicitation containing or incorporating by reference the specifications and other terms and conditions related to the Project that invites Bidders to submit Bids.

§ 1.15 The Portal is the Owner’s construction bid postings web portal where Bidding Documents are publicly posted and available for download and where electronic bid submissions must be submitted. The web address for the Portal is https://henrico.procureware.com/.

ARTICLE 2 BIDDER’S REPRESENTATIONS

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

.1 the Bidder has read and understands the Bidding Documents, has carefully reviewed the Bidding Documents, and has verified that all sets of the Bidding Documents received are complete;

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

.3 the Bid complies with the Bidding Documents;

https://henrico.procureware.com/

AIA Document A701 – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 16:03:40 EDT on 07/06/2026 under Subscription No.20240069367 which expires on 10/10/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com.

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.4 the Bidder has visited the site, become familiar with local conditions under which the Work is to be performed, and has correlated the Bidder’s observations with the requirements of the Proposed Contract Documents;

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

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

.7 The Bidder has familiarized himself with all federal, state and local laws, ordinances, rules and regulations that in any manner may affect cost, progress or performance of the Work; the Bidder has obtained the proper County license, if applicable, and is licensed or certified to perform the Work in the Commonwealth of Virginia in accordance with Title 2.2, Chapter 43 of the Code of Virginia, as amended. If you have any questions, contact the Business Section, Department of Finance, County of Henrico, telephone (804) 501-4729.

.8 The Bidder shall pay all County, city, state and federal taxes required by laws in effect at the time the Bids are received and resulting from the Work or traceable thereto, under whatever name levied. Said taxes shall not be in addition to the Contract price between the Owner and the Bidder, as the taxes shall be an obligation of the Bidder and not of the Owner, and the Owner shall be held harmless for the same by the Bidder.

.9 The Bidder shall secure and pay for all permits, governmental fees and licenses necessary for the proper execution and completion of the Work which are applicable at the time that the Bids are received, except as expressly provided hereafter. The Bidder shall not pay for the following, however the Bidder shall be responsible to secure these:

.1 Any permits issued by the Department of Building Construction and Inspections of the County of Henrico.

.2 Water and/or sewer connection fees charged by the Department of Public Utilities of the County of Henrico.

The Owner shall arrange for payment of all such permits and fees and the cost of such permits and fees listed in “.1” and “.2” above shall not be included in the amount of the Bidder's Bid on the Work.

.10 The failure or omission of any Bidder to receive or examine any form, instrument, addendum or other documents, or to acquaint itself with conditions existing at the site(s), shall in no way relieve any Bidder from any obligations with respect to its Bid or to the Contract.

ARTICLE 3 BIDDING DOCUMENTS

§ 3.1 Distribution § 3.1.1 Bidding Documents may be obtained by visiting the Portal. Options are provided for downloading a complete set of documents or selected files. The failure or omission of Bidders to download, receive or examine any form, instrument, addendum or other documents, or to acquaint itself with conditions existing at the site(s), shall in no way relieve Bidders from any obligations with respect to its Bid or to the Contract.

§ 3.1.2 Bidders shall use complete Bidding Documents in preparing Bids. Neither the Owner nor Architect assumes responsibility for errors or misinterpretations resulting from the use of incomplete Bidding Documents. Every Bidder is responsible to review all Bidding Documents obtained from the Portal to verify that Bidding Documents are complete.

Bidders shall notify the Architect or Owner if Bidding Documents are found to be incomplete.

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

§ 3.2 Modification or Interpretation of Bidding Documents § 3.2.1 The Bidder shall carefully study the Bidding Documents, shall examine the site and local conditions, and shall notify the Architect of errors, inconsistencies, or ambiguities discovered and request clarification or interpretation pursuant to Section 3.2.2.

§ 3.2.2 Requests for clarification or interpretation of the Bidding Documents shall be submitted by the Bidder in writing and shall be received by the Architect at least eight days prior to the date for receipt of Bids as provided in the Invitation To Bid.

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

AIA Document A701 – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 16:03:40 EDT on 07/06/2026 under Subscription No.20240069367 which expires on 10/10/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com.

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§ 3.3 Substitutions § 3.3.1 No substitutions shall be approved prior to the time and date designated for the receipt of Bids.

§ 3.3.2 Unless the Bidding Documents specifically indicate that substitutions are not permitted, whenever the Bidding Documents require a particular brand, make of material, manufacturer, device, or equipment, such brand, make of material, manufacturer, device or equipment shall denote the general style, type, character and quality standard of article desired and does not restrict Bidders to the specific brand, make, manufacturer, device or equipment named. Any other brand, make of material, manufacturer, device or equipment, which in the opinion of the Architect is recognized the equivalent of that indicated considering quality, workmanship and economy of operation and is suitable for the purpose intended, shall be accepted. Division 1 of the Specifications will include requirements for “design standard” designations and information required of Successful Bidder, if any.

§ 3.3.3 The Bidder agrees that its Bid shall be based on products and work indicated in the Bidding Documents. The Bidder assumes all risks using a price or bid proposal representing a product/material that is not indicated in the Bidding Documents and if the Bidder elects to use that product/material, he shall submit it in accordance with Division 1 of the Specifications and as stated herein. If that product/material is rejected, the Bidder shall provide a product/material indicated in the Bidding Documents at no additional cost to the Owner.

§ 3.4 Addenda § 3.4.1 Each Addendum will be transmitted as stated in the Invitation to Bid. When Bidding Documents are made available via the Portal, a notice of each Addendum will be sent to the email address for each Bidder included on the list of Bidders for the Project on the Portal and Bidders may download the Addendum from the Portal.

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

§ 3.4.3 Addenda will be issued no later than six days prior to the date for receipt of Bids, except an Addendum withdrawing the request for Bids or one which includes postponement of the date for receipt of Bids.

§ 3.4.4 Prior to submitting a Bid, each Bidder shall ascertain that the Bidder has received all Addenda issued, and the Bidder shall acknowledge their receipt in the Bid.

ARTICLE 4 BIDDING PROCEDURES

§ 4.0 Electronic Bids Reserved.

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

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

§ 4.1.3 Where so indicated by the markup of the bid form, the Unit Prices, the Base Bid Amount, and any other pricing the bid form requests shall be expressed in figures only. Discrepancies in the multiplication of units of Work and the Unit Prices will be resolved in the favor of the correct multiplication of the Unit Prices. Discrepancies between the indicated sum of any column of figures and the correct sum thereof will be resolved in favor of the correct sum. Discrepancies between the completed Bid Form, or the pricing submitted electronically in ProcureWare shall be resolved in the favor of the pricing submitted electronically in ProcureWare.

§ 4.1.4 All changes made by the Bidder to the bid form shall be signed or initialed by the Bidder. Bids containing any conditions, omissions, erasures, alterations, or items not called for in the Bid, may be rejected by the Owner as being incomplete or non-responsive.

§ 4.1.5 Bidders must submit a Bid for all Additives listed on the bid form. If a Bidder fails to submit a Bid for each Additive, the Owner may declare the Bid to be non-responsive.

§ 4.1.6 Omitted.

AIA Document A701 – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 16:03:40 EDT on 07/06/2026 under Subscription No.20240069367 which expires on 10/10/2026, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail docinfo@aiacontracts.com.

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

A Bid by a corporation shall further name the state of incorporation and have the corporate seal affixed. A Bid submitted by an agent shall have a current power of attorney attached, certifying the agent’s authority to bind the Bidder. Each Bid shall include the Bidder’s Virginia Contractor registration number and classification (A, B or C).

§ 4.1.8 Authorization to Transact Business in the Commonwealth:

1. Any business entity that enters into a written contract with the Owner that is organized as a stock or nonstock corporation, limited liability company, business trust, or limited partnership or registered as a registered limited liability partnership must be authorized to transact business in the Commonwealth of Virginia as a domestic or foreign business entity if so required by Title 13.1 or Title 50 of the Code of Virginia, or as otherwise required by law.

2. Any business entity described in paragraph 1 above that enters into a contract with the Owner shall not allow its existence to lapse or its certificate of authority or registration to transact business in the Commonwealth of Virginia, if so required under Title 13.1 or Title 50 of the Code of Virginia, to be revoked or cancelled at any time during the term of the contract.

3. Any business entity organized or authorized to transact business in the Commonwealth pursuant to Title 13.1 or Title 50 of the Code of Virginia must include in its Bid the identification number issued to it by the State Corporation Commission. Any business entity that is not required to be authorized to transact business in the Commonwealth as a foreign business entity under Title 13.1 or Title 50 of the Code of Virginia or as otherwise required by law shall include in its bid or proposal a statement describing why the bidder or offeror is not required to be so authorized.

4. A Bidder described in subsection 3 that fails to provide the required information shall not receive an award unless a waiver is granted by the Purchasing Director, his designee, or…