A04 Stmt of Work.Combined Proj. Manual.pdf

NORTHEAST REGION

NATIONAL PARK SERVICE

DEPARTMENT OF THE INTERIOR

UNITED STATES OF AMERICA

RESTORE AND REHABILITATE

RAILINGS & COLUMNS; REPAIR

MASONRY FOUNDATION

THEODORE ROOSEVELT HOUSE

PMIS No. SAHI 251295-251428

SAGAMORE HILL

NATIONAL HISTORIC SITE

20 Sagamore Hill Road

Oyster Bay, Long Island, NY 11771

MAY 2020

P R O J E C T M A N U A L

RESTORE/REHAB RAILINGS & COLUMNS / REPAIR MASONRY FOUNDATION SAHI 251295/251428

AT THEODORE ROOSEVELT HOUSE

MAY 2020 PROJECT MANUAL COVER 000100 - 2

AT THEODORE ROOSEVELT HOUSE TABLE OF CONTENTS

MAY 2020 TABLE OF CONTENTS 00 01 15 - Page 1 of 2

SECTION 00 01 15 – TABLE OF CONTENTS

The complete Project Manual for the Project consists of this entire electronically bound volume, which is not to be separated for any reason. The Government is not be responsible for any assumptions made by a Contractor, a Subcontractor, Consultant or Specialist, as applicable, who does not receive a complete Project Manual containing all sections and documents listed in the Table of Contents, below.

The following listing of documents comprises the Project Manual for the Project, entitled:

Restore and Rehabilitate Railings and Columns and Repair Masonry Foundation at Theodore Roosevelt House, Sagamore Hill National Historic Site

20 Sagamore Hill Road, Oyster Bay, Long Island, New York 11771

Where numerical sequence of Specification Sections or Divisions is interrupted, such interruptions are intentional. It is the responsibility of each entity to review and become familiar with all Project Documents in order to execute the Project efficiently and in a timely manner. Failure to do so is not the responsibility of the Government.

Division Section Title Pages

DOCUMENT 00600 - PROCUREMENT AND CONTRACTING REQUIREMENTS

006000 NPS PROJECT FORMS:

SUBMITTAL TRANSMITTAL FORM (CM-16) – 2 pages 4 PMIS 251295-251428: MATERIAL SUBMITTAL LIST – 3 pages 4

DIVISION 01 - GENERAL REQUIREMENTS

011000 PMIS 251295-251428: SUMMARY OF WORK 6

012600 PMIS 251295-251428: CONTRACT MODIFICATION PROCEDURES 6

012700 PMIS 251295-251428: DEFINITION OF CONTRACT LINE ITEMS 6

013100 PMIS 251295-251428: PROJECT MANAGEMENT AND COORDINATION 6

013216 PMIS 251295-251428: CONSTRUCTION SCHEDULE 4

013233 PMIS 251295-251428: PHOTO DOCUMENTATION 2

013323 PMIS 251295-251428: SUBMITTAL PROCEDURES 8

013523 PMIS 251295-251428: SAFETY REQUIREMENTS 2

013591 PMIS 251295-251428: HISTORIC PRESERVATION TREATMENT PROCEDURES 8

014100 PMIS 251295-251428: QUALITY REQUIREMENTS 4

015000 PMIS 251295-251428: TEMPORARY FACILITIES AND CONTROLS 6

016700 PMIS 251295-251428: PRODUCT REQUIREMENTS 6

017340 PMIS 251295-251428: EXECUTION 4

017700 PMIS 251295-251428: CLOSEOUT PROCEDURES 2

AT THEODORE ROOSEVELT HOUSE TABLE OF CONTENTS

MAY 2020 TABLE OF CONTENTS 00 01 15 - Page 2 of 2

DIVISION 04 – MASONRY

040120 PMIS 251428: REHABILITATION OF BRICK AND STONE MASONRY 12

DIVISION 06 – WOOD AND PLASTICS

060312 PMIS 251295: HISTORIC TREATMENT OF WOOD REPAIR 10

DIVISION 09 – FINISHES

090391 PMIS 251295-251428: HISTORIC TREATMENT OF PLAIN PAINTING 12

LIST OF DRAWINGS

All Drawings listed are a part of this Project Manual and will not be issued separately.

PMIS 251295

PMIS 251428

END OF TABLE OF CONTENTS

A-01

A-02 A-03 A-04

COVER SHEET

FLOOR PLAN AND PIER/COLUMN KEY; VIEWS; ARCHITECTURAL

MILLWORK TREATMENT KEYS

REVIEW/REFINISHING OF PIAZZA/PIER AND RAILING ASSEMBLIES

REPAIR/REFINISHING OF PIAZZA/PIER AND RAILING ASSEMBLIES

REPAIR/REFINISHING OF FASCIA/SOFFIT, PIAZZA SKIRTING AND

LATTICE PANELS

A-01 A-02 A-03 A-04 A-05 A-06

COVER SHEET

SITE PLAN; GENERAL NOTES; KEY; OPTION NO. 1 SCOPE

PART SOUTH & EAST ELEVATIONS – MASONRY REPAIRS

PART EAST & NORTH ELEVATIONS – MASONRY REPAIRS

PART NORTH ELEVATION – MASONRY REPAIRS

PART EAST ELEVATION – BLUESTONE MASONRY REPAIRS

PART NORTH & WEST ELEVATIONS – BLUESTONE MASONRY

REPAIRS

AT THEODORE ROOSEVELT HOUSE NPS PROJECT FORMS

Document 000600 - Project Forms

1. Form CM-16

THIS PAGE

INTENTIONALLY BLANK

2. Form “Material Submittal List”

MATERIAL SUBMITTAL LIST

Sagamore Hill National Historic Site – SAHI 215295-251428

Restore and Rehabilitate Columns and Railings; Repair Masonry Foundation, Theodore Roosevelt House

SUBMITTAL REQUIREMENTS

(indicate with an "X")

Spec. Sec. Par.

No. Description

INFORMATIONAL ACTION

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013100 Project Management and Coordination

1.4 Letter designating Project

Superintendent X

1.4 Construction Schedule X

1.4 A comprehensive breakdown of the

Schedule of Values X

1.4 A list of Subcontractors for this project X

1.4

Written statements from subcontractors certifying compliance with applicable labor standard clauses.

X

1.4

Satisfactory evidence of liability insurance coverage and workman’s compensation for the Contactor and all subcontractors

X

1.4 Quality Control Plan X

1.4 Historic Preservation Treatment Plan X

013216 Construction Schedule

1.3 Schedule of Values X

1.3 Construction Schedule X

1.3 Construction Schedule Updates X

013233 Photo Documentation

1.2 Preconstruction Images X

1.2 Periodic Construction Images X

1.2 Closeout Images X

013523 Safety Requirements

1.2 Accident Prevention Plan (APP) X

013591 Historic Preservation Treatment Procedures

1.3 HPQA Plan X

1.3 Historic Paving Protection Plan X

1.3 Written description of proposed

alternative methods and materials X

014000 Quality Requirements

1.4 Quality Control Plan X

1.4 Qualification Data X

1.4 Contractor’s Quality Control Daily

Reports (CQCR) X

1.4 Off-site Inspection Reports X

1.4 Copies of Permits, Licenses and

Certificates X

015000 Temporary Facilities and Controls

1.3 Vertical Access Plan X

016700 Product Requirements

1.3 Comparable Product Requests X

017700 Closeout Procedures

1.2 Closeout Submittals X X

040120 Rehab of Brick and Stone Masonry

1.6 Samples for Initial Selection and

Verification X

1.6 List of Ingredients, with Proportions X

1.7 Quality Control Program X

1.7 Stone Historic Treatment Program X

1.7 Stone Cleaning Program X

1.7 Laboratory Test Results X

060312 Historic Treatment of Wood Repair

1.4 Product Data X

1.4 Shop Drawings X

1.4 Millwork Samples X

1.5 Historic Treatment Specialist

Qualification Data X

1.5 Wood Repair Material Manufacturer

Qualification Data X

1.5 Repair/Restoration Mockups X

090391 Historic Painting and Clear Finishing

1.6 Product Data X

1.6 Samples for Initial Selection X

1.6 Samples for Verification X

1.6 Paint Product List X

1.7 Plain Painting Historic Treatment

Program X

1.7 Color Matching Certificate X

1.8 Extra Paint Materials X

1.9 Surface-preparation Mockups X X

1.9 Coating Mockups X X

END OF DOCUMENT 000600

AT THEODORE ROOSEVELT HOUSE SUMMARY OF WORK

MAY 2020 SUMMARY OF WORK 011000 - Page 1 of 6

SECTION 01 10 00 - SUMMARY OF WORK

PART 1 - GENERAL

1.1 SUMMARY

A. This Section includes the following:

1. Work covered by the Contract Documents.

2. Work phases.

3. Work under other contracts.

4. Government-furnished Materials.

5. Contractor use of premises.

6. Public use of site.

7. Occupancy requirements for buildings.

8. Work Restrictions.

9. Special Construction Requirements.

10. Additional Reports.

1.2 WORK COVERED BY CONTRACT DOCUMENTS

A. Project Location: Theodore Roosevelt House (“TRH”), at Sagamore Hill National Historic Site, 20 Sagamore Hill Road, Oyster Bay, Long Island, New York 11771.

B. PMIS 251295 Base Bid Work includes, without limitation, the following work on TRH piazza and porte-cochere piers (pedestals), railing balustrades, skirting, lattice panels, column assemblies, architrave fasciae and soffits, stair risers, and stair and ramp stringers:

1. Conventional preparation (including sanding rough surfaces, patching small holes and caulking cracks), priming and painting of all subject surfaces.

2. In conjunction with subtask 1. above, pre-priming and other supplemental treatment of substantially deteriorated wood surfaces (e.g. hand scraping and sanding failed and peeling paint, and treating weathered and UV-degraded woodgrain).

3. Wood “dutchman” repairs to face panels, moldings and trim, installed with appropriate fasteners and acrylic wood filler.

4. “Plastic” repairs (including removal of rotted material, filling of weather checks and execution of dutchman-type patches) at damaged and/or partially rotted routed, sawn, and lathe-turned components, employing epoxy filler system compatible with existing wood substrates.

5. Fabrication and installation of replica moldings, trim and associated components, using wood species similar to, and compatible with, existing wood.

6. In-kind replacement of coping-saw-cut balusters, complete, including fabrication, priming, installation and painting.

7. Removal of existing triangular lattice panel, prep and painting of exposed portion of CMU stem wall, and fabrication and installation new rectangular, painted wood lattice panel.

MAY 2020 SUMMARY OF WORK 011000 - Page 2 of 6

C. PMIS 251428 Base Bid Work includes, without limitation, the following work on stone and brick foundation walls:

1. Raking out of loose, fragmented and/or friable mortar segments, removal of miscellaneous debris and preparation of open joints.

2. Supply and installation of custom-tinted mortar mixes for quarry-faced stone masonry repair and repointing, including stone-to-stone joints and stone-to-brick joints at footings and designated window sills.

3. Supply and installation of custom mortar mix(es) for dressed bluestone water table masonry repointing.

4. Supply and installation of red-tinted mortar mix for clay masonry (brick) repointing and to fill small holes.

5. Treatment of stains and discoloration at designated bluestone faces.

6. Touch-up painting at patches in previously painted brick masonry.

7. Final cleaning and cleanup as needed for a proper and workmanlike masonry repair and repointing project.

D. PMIS 251428 Bid Options include the following supplemental work:

1. Bid Option #1 – Repair/repointing work on stone foundation walls located beneath the existing piazza:

a. Raking out of loose, fragmented and/or friable mortar segments, removal of miscellaneous debris and preparation of open joints.

b. Supply and installation of custom-tinted mortar mix for quarry-faced stone masonry repair and repointing, including stone-to-stone joints and stone-to-brick joints at footings.

c. Final cleaning and cleanup as needed for a proper and workmanlike masonry repair and repointing project.

d. Refer to Section 012700 “Definition of Contract Line Items” for quantity allowance.

2. Bid Option #2 – Specialty masonry repair and repointing work:

a. Assessment of “dead” and delaminated mortar at quarry stone masonry.

b. Raking out of delaminated and otherwise failed mortar segments associated debris;

preparation of open joints.

c. Removal of inappropriate mortar and/or sealants at stone masonry mortar joints, as indicated or required, using appropriate chemical cleaner(s).

d. At quarry stone foundation wall masonry, supply and installation of custom-tinted mortar mixes for repointing, tooled with raised beads to match existing.

e. At bluestone water table masonry, supply and installation of custom-tinted mortar mix for repointing, tooled flush to match existing.

f. Final cleaning and cleanup as needed for a proper and workmanlike masonry repair and repointing project.

g. Refer to Section 012700 “Definition of Contract Line Items” and Drawings for quantity allowances.

E. Landscape Repair/Restoration: In consultation with the Contracting Officer and Park management, Closeout work shall include repair and restoration of lawn and landscape features damaged during the course of the Work.

F. Both PMIS-labeled projects will be constructed under a single prime contract.

MAY 2020 SUMMARY OF WORK 011000 - Page 3 of 6

1.3 CONTRACTOR USE OF SITE

A. General: Contractor shall have limited use of the site for construction operations. Limit use of premises to work in areas indicated. Do not disturb portions of Project Site beyond areas in which the Work is indicated.

1. Limits: Confine construction operations to one or more areas designated as the limits of work per mutual agreement with the Contracting Officer (CO) and Park facility management.

B. Storage of Materials: Confine storage of materials to locations designated by the Contracting Officer and Park managers as acceptable storage/laydown areas.

C. Preservation of Natural Features – General:

1. Prevent damage to natural surroundings. Restore damaged areas, repairing or replacing damaged trees and plants, at no additional expense to the Government.

2. Provide temporary barriers to protect existing trees and plants and root zones.

3. Do not remove, injure, or destroy trees or other plants, roots and branches without prior

Government approval.

4. Do not fasten ropes, cables, or guys to existing trees.

D. Driveways and Entrances: Keep driveways, sidewalks and entrances serving premises clear and available to Government's employees, the public and emergency vehicles at all times. Do not use these areas for parking or storage of materials.

1. Schedule deliveries to minimize use of driveways and entrances.

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

E. Construction Camp: Establishment of a camp within the park will not be permitted.

F. Hauling Restrictions: Comply with all legal load restrictions in the hauling of materials. Load restrictions on park roads are identical to state load restrictions with such additional regulations as may be imposed by the Park Superintendent. Information regarding rules and regulations for vehicular traffic on park roads may be obtained from the Office of the Park Superintendent. A special permit will not relieve Contractor of liability for damage which may result from moving of equipment.

1.4 PUBLIC USE OF SITE

A. Park hours of operation vary by season and building. Park grounds are open every day from sunrise to sunset.

B. The Project Site encompasses the Theodore Roosevelt House (TRH), which is open to the public via ranger-guided tours on a regular schedule.

C. Special Events

1. In the event that a scheduled special event is required to occupy space within the Project

Area, the Contracting Officer will coordinate with the Contractor to minimize impact on the Work and avoid delays.

MAY 2020 SUMMARY OF WORK 011000 - Page 4 of 6

1.5 OCCUPANCY REQUIREMENTS FOR BUILDINGS

A. Existing Buildings

1. The Project site includes offices and other support facilities closed to the public but occupied and used by staff.

2. Government Occupancy: Government will occupy the premises during entire construction period. Cooperate with Government during construction operations to minimize conflicts and facilitate Government usage. Perform the Work so as not to interfere with Government’s operations. Maintain existing entrances and exits unless otherwise indicated.

a. Do not close or obstruct exterior walkways, porches, ramps or steps without written permission from the Government (CO).

1.6 CONDUCT OF OPERATIONS

A. At all times the contractor shall conduct his/her operations in conformance with the rules and regulations promulgated by the Secretary of the Interior for the National Park Service, and applicable park rules and regulations prescribed by the Park Superintendent.

B. Work on Saturdays, Sundays, Federal holidays or at night may not be performed without prior consent from the Government. Submit requests one week in advance of the work to the Government for approval.

C. No signs or advertisements (except those specified herein) shall be displayed on the construction site or within the park unless approved by the Government.

1.7 WORK RESTRICTIONS

A. On-Site Work Hours: Work shall be generally performed during normal business working hours of 7:00 a.m. to 3:30 p.m., Monday through Friday, except when otherwise indicated.

1. Weekend Hours: Weekend work is not allowed without prior approval of the

Government. Request weekend work a minimum of two (2) weeks prior to performing the work.

2. Early Morning Hours: Early morning work is not allowed.

B. Existing Utilities

1. Contractor shall be responsible for locating and preventing damage to known utilities. If damage occurs, repair utility at no additional expense to the Government.

2. If damage occurs to an unknown utility, repair utility. An equitable adjustment will be made in accordance with the Changes clause of the contract.

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

1. Notify the Government not less than three (3) days in advance of proposed utility interruptions.

2. Do not proceed with utility interruptions without prior, written approval of the

Government.

3. Hours for Utility Shutdowns: Utility shutdowns shall only take place during regular business hours. Maximum utility shutdown shall not exceed four (4) hours.

MAY 2020 SUMMARY OF WORK 011000 - Page 5 of 6

D. Nonsmoking Buildings: Smoking is not permitted within buildings or within 25 feet of entrances, operable windows, or outdoor air intakes.

1.8 ADDITIONAL REPORTS

A. Under the jurisdiction of the Historic American Buildings Survey (HABS), measured drawings of the TRH were prepared at the School of Architecture and Landscape Architecture, the Ohio State University, ca. 1963 (HABS file NY-6051). However, a number of alterations have occurred subsequent to that recording project.

B. If conflicts occur between prior reports and the contract Drawings or Specifications, the Drawings and Specifications shall govern.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION (Not Used)

END OF SECTION 01 10 00

MAY 2020 SUMMARY OF WORK 011000 - Page 6 of 6

AT THEODORE ROOSEVELT HOUSE CONTRACT MODIFICATION PROCEDURES

APRIL 2020 CONTRACT MODIFICATION PROCEDURES 01 26 01 - Page 1 of 6

SECTION 01 26 01 – CONTRACT MODIFICATION PROCEDURES

PART 1 - GENERAL

1.1 SUMMARY

A. The work of this section consists of administrative and procedural requirements for contract modifications.

1.2 DEFINITIONS AND ALLOWANCES

A. Home Office Overhead: Those costs incurred in support of all of a contractor’s projects and not attributable to a specific job. The cost for home office overhead is only allowed as a percentage of all direct work excluding profit. The following items represent allowable home office overhead costs identified in Part 31 of the Federal Acquisition Regulation (FAR):

1. Rent

2. Utilities

3. Furnishings

4. Office equipment

5. Executive and management staff not exclusively assigned to the project

6. Support, accounting, and administrative staff

7. Preparation of cost proposals, estimating, and schedule analyses connected with

Modifications

8. Estimating and preconstruction services

9. Mortgage costs

10. Real estate and corporate taxes

11. Automobile maintenance and travel costs for home office personnel

12. Home office insurances i.e. structure, automotive, umbrella, flood, etc.

13. Depreciation of equipment and other assets

14. Home office supplies (paper, staples, etc.)

15. Legal services

16. Accounting and data processing

17. Professional fees/registration

B. General Conditions (Field Office Overhead): Management and administrative costs incurred on site for the designated project. Costs associated with the preparation of modifications will not be allowed. The costs for these items are to be included only in the general conditions of the modification estimate. Only in the case of a contract time extension are additional general conditions included in modifications. The following items, if applicable, are considered allowable costs for calculating General Conditions:

1. Project Manager, Assistant Project Manager

2. Superintendent, Assistant Superintendent

3. Quality Control, Safety Officer, Environmental Manager, etc.

4. Engineers

5. Travel, lodging, and per diem (as established by Federal Travel Regulations)

6. Scheduling

7. Field Office Trailers and associated temporary utilities

8. Field office supplies

a. Mailing and couriers

b. Reproduction costs

APRIL 2020 CONTRACT MODIFICATION PROCEDURES 01 26 01 - Page 2 of 6

c. Storage

d. Phones

e. Computers

f. Copiers

9. Personal vehicles, i.e. Superintendent pickup trucks

C. General Requirements: These are costs directly associated with the project and are necessary to perform the actual work of the modification. These costs shall be shown as direct costs in the estimate. The following items, if applicable, are considered allowable costs for calculating General Requirements:

1. Hoisting

2. Material handling

3. Temporary fencing

4. Port-a-lets

5. Trash removal, dumpsters

6. Barricades

7. Small tools

8. Safety supplies

9. Scaffolding

10. Daily cleaning

11. Traffic control

12. Temporary signage

13. Temporary heating and power

D. Personnel Costs: Costs included in the modification must only be for General Conditions staff and workers actually present and working on the project site. Modification costs for salaried workers are only allowed within the structure of a 40 hour week and no overtime or holiday pay will be allowed.

1. Worker Hourly Rates are costs directly associated with the individual worker and consist of the following:

a. Base Rate: This is the hourly rate paid directly to the worker

b. Labor Burden: Employer payments of all applicable burdens, this includes insurance and taxes that the business must pay on behalf of the worker to government entities and educational forums , such as:

1) Social Security

2) Medicare

3) Workers Compensation– Policy and company calculation to be made available.

4) FUTA– Cap Rate and percentage to be proportionally allocated over one year.

5) SUTA– Cap Rate and percentage to be proportionally allocated over one year.

6) Union agreement costs – Other costs required under an enforceable collective bargaining agreement.

c. Fringe Benefits: Various non-wage compensations provided to employees such as:

1) Health Care Insurance Premiums

2) Cell Phone

3) Clothing

4) 401K and Pensions http://en.wikipedia.org/wiki/Employee

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5) Vehicle allowances

6) Gas allowance

7) Life insurance premiums

8) Disability insurance

9) Other Fringe Benefits required under an enforceable collective bargaining agreement

E. Bonuses or Deferred Compensation: No Bonus or Deferred Compensation will be allowed within any components of pricing including Home Office Overhead, General Conditions, General Requirements, Hourly Worker Rates, or the direct costs of work.

F. General Liability Insurance: An insurance policy that protects the contractor from claims resulting from bodily injury or property damage to a third party. Include this as a separate line item within all modification proposals and provide a current insurance quote upon request.

G. Performance and Payment Bonds: A performance bond is a surety bond issued by an insurance company or bank to guarantee satisfactory completion of a project. The Payment Bond guarantees that the contractor will pay the labor and material costs they have incurred. Banks and Insurance companies charge a premium for each individual project based on a sliding scale which relates to the size of the project. Include this as a separate line item in modification proposals and provide current company bonding rates upon request.

H. Builder’s Risk Insurance: This covers the contractor’s loss due to fire, high winds, or other natural forces. This is not reimbursed by the National Park Service (NPS) and shall not be included in modification proposals.

1.3 MODIFICATION PROPOSAL PRICING REQUIREMENTS

A. General:

1. Your proposal must be received in the format and within the time frame specified in the

Request for Proposal letter. Costs or delays resulting from failure of contractor to submit within the time frame specified will not be compensable.

2. The proposal must be detailed with itemized lists of equipment, materials, labor, production rates, overhead, profit, and bond markup for each item. Labor costs must be itemized by craft and hourly rate, including Fringe Benefits and Labor Burden. If the costs of Fringe Benefits and Labor Burden are not itemized, it is assumed that that they are included in the hourly rate shown, or contractor is not requesting reimbursement.

Contractor may utilize the government provided Contractor Estimate Form, or their own form, provided that it contains the same information and level of detail as the Gov’t provided form.

3. Requests for extensions of contract time as a result of this change must be justified with a Time Impact Analysis (TIA). Refer to Division 01 Specification, “Construction Schedule”, for time impact analysis requirements. TIA and associated costs must be received with the proposal by the date shown within the Request for Proposal letter.

Contractor’s failure to submit within the specified time frame will be construed as the Contractor waiving the right for additional time and no time extension will be allowed.

4. All supporting documentation used to justify the proposed modification will be made available to the Government upon request.

5. Contractor must review and approve all subcontractor/supplier pricing in detail for proper format, scope, production rates, and pricing prior to submission to the NPS. All delay costs associated with not reviewing and approving subcontractor/supplier pricing will be borne by the Contractor.

http://en.wikipedia.org/wiki/Surety_bond http://en.wikipedia.org/wiki/Insurance http://en.wikipedia.org/wiki/Bank http://www.nps.gov/dscw/publicforms.htm#ct http://www.nps.gov/dscw/publicforms.htm#ct

APRIL 2020 CONTRACT MODIFICATION PROCEDURES 01 26 01 - Page 4 of 6

6. All pricing and production rates within the estimate must be based on fair and reasonable pricing and cannot include built-in contingency.

B. Labor:

1. Contractor shall estimate the cost of labor by itemizing each craft involved, indicating worker hourly rate (base rate + labor burden + fringe benefits) for each and itemizing the hours required for each craft that will be directly engaged in modification work. Any work proposed that will require overtime work or premium pay shall be itemized separately. All rates shall be in accordance with the Davis-Bacon Act as incorporated herein. Labor Burden may include payroll taxes, Social Security, unemployment insurances, workers compensation insurance, FICA, FUTA, and other direct costs resulting from Federal, State or local laws.

2. Itemize labor costs for equipment operators separate from equipment costs.

3. The labor cost for foremen shall only be costs for related work required for the modification.

C. Materials:

1. The estimated cost for materials shall include quotes from multiple sources. Material prices must include all applicable fees and credits, including but not limited to, sales tax, freight and delivery charges, and tax rebates.

2. No markup shall be applied to any material provided by the NPS.

D. Equipment:

1. Equipment used for the project must be appropriately sized for the work being performed.

2. Do not include costs for “miscellaneous tools and equipment”, in your proposal for a replacement value of $500 or less. Costs shown in excess of $500 must be broken out separately.

3. Regardless of ownership, the rates to be used in determining equipment rental costs shall be the lowest cost from one of the following sources:

a. U.S. Army Corps of Engineers, Ownership and Operating Expense Schedule (use latest edition and applicable region).

b. Construction Blue Book.

c. Local equipment rental rates, documented by actual invoice charges, or itemized vendor quotes.

4. The estimated equipment rates shall include the operating costs of all fuel, oil, lubrication, supplies, small tools, necessary attachments, ground engaging components, tires & tracks, routine repairs and maintenance (cost of major repair and overhaul is not allowed per FAR 31.105(d)(2)), depreciation, storage, insurance, and all incidentals.

Mobilization, if applicable, may be included for equipment solely used on the modification work but must be listed separately.

5. Estimate the full rate for equipment only for the duration that the equipment will be utilized to accomplish the work of the modification.

6. Standby unit rates used are to be in accordance with paragraph 1.3, D, 2, above. If the US Army Corp of Engineers is utilized then their standby rates prevail. If Bluebook or local equipment pricing is accepted, then ½ of the equipment costs minus any operating costs, major repair and overhaul will be accepted.

7. If equipment is in standby mode due solely to a documented NPS delay, the established standby rate shall apply from the first day of the delay.

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8. Equipment that is not used and on the jobsite for up to five consecutive days may be classified at standby rates, provided that the equipment is or has been used solely to perform work on the modification and will be necessary to complete additional modification work. Equipment that is still on the jobsite but not in use after five consecutive days will not be considered in the modification pricing.

9. Requests for compensation for equipment stand by time must be justified, documented and itemized separately.

10. The estimated timeframe (daily, weekly, monthly) for use of the equipment must reflect the lowest cost to the Government.

E. Establishment and Application of Overhead and Profit Percentages:

1. Home Office Overhead and Profit (OH&P) shall be applied to direct costs only. Profit shall not be applied to overhead amounts; and overhead shall not be applied to profit.

Home office overhead shall contain only allowable, allocable, and reasonable costs per the contract documents and FAR Part 31. Profit percentages are based on risk factors found in FAR Part 31which have been applied to the specific type of work included in this project. Negotiated rates shall not exceed the following percentages for OH&P for contractor self-performed work:

Overhead = 10% Profit = 10%

2. Total aggregate limit of markup OH&P for contractor and subcontractors on modification work shall not exceed 25%. The NPS will not be responsible for allocation of percentages between contractor and subcontractors at any tier.

3. If contractors form a partnership, than the partnership may only receive home office overhead and profit in the same amount as an individual contractor (refer to para. 1.3.E.1 above). It is the responsibility of the partners to decide on the division of revenue.

4. Combined Increases and Decreases: On proposals involving both increases and decreases in the Contract Price, the overhead and profit mark-ups are required on the net increases and deducted on net decreases.

5. At no time can profit be calculated on Overhead or itself, it must be calculated on direct costs of work only.

PART 2 – PRODUCTS (Not Used)

END OF SECTION 012601

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AT THEODORE ROOSEVELT HOUSE DEFINITION OF CONTRACT LINE ITEMS

MAY 2020 DEFINITION OF CONTRACT LINE ITEMS 01 27 00 - Page 1 of 6

SECTION 01 27 00 – DEFINITION OF CONTRACT LINE ITEMS

PART 1 - GENERAL

1.1 SUMMARY

A. The intent of this section is to explain, in general, what is and what is not included in a contract line item, and the limits or cut-off points where one item ends and another begins.

B. If no contract line item exists for a portion of the work, include the costs in a related item.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION

3.1 LIST OF CONTRACT LINE ITEMS

A. PMIS SAHI 251295-251428: Contract Line Item No. 1 General Conditions

1. Contract Line Item No. 1A, Construction Aids, Protections

a. This item consists of visitor protection, protection of historic materials and landscape surrounding the building, and rental of scaffolding.

b. Work is to be bid as identified on all Drawings and requirements delineated in the

Specifications.

c. Measurement for payment will be percentage complete of line item, per scheduled value.

d. Payment will be made at the contract lump sum price.

B. PMIS SAHI 251428: Contract Line Item No. 2 Quarry-faced Granite/Gneiss, Clay Brick and

Dressed Bluestone Masonry

1. Contract Line Item No. 2A: Treatment Category “A” – REPOINT STONE-TO-STONE

GRANITE MASONRY

a. This item consists of repair and repointing of designated mortar joints at exposed, random-coursed granite/gneiss foundation walls at the south, east and north elevations, including:

i. At stone-to-stone joints, raking out loose, fragmented and/or friable mortar segments.

ii. Removal of miscellaneous debris and preparation of open joints.

iii. Supply and installation of custom-tinted mortar, tooled with raised beads to match existing appearance.

iv. Final cleaning and cleanup as needed for a proper and workmanlike masonry repair and repointing project.

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b. Work is to be bid as identified on the PMIS 251428 Cover Sheet, Drawings A-01, A-02, A-03, A-04 and A-05, and requirements delineated in the Specifications.

c. Measurement for payment will be percentage complete of line item, per scheduled

2. Contract Line Item No. 2B: Treatment Category “B” – REPOINT STONE-TO-STONE

AND STONE TO BRICK MASONRY AT GRADE

a. This item consists of repair and repointing of designated (horizontal) bed joints at or near grade at granite/gneiss, brick and dressed bluestone foundation walls and water table, including designated window sills in masonry surrounds and brick foundation stem walls, at the south, east and north elevations, as follows:

i. Working in consecutive sections not exceeding 4’0” in length, raking out of loose, fragmented and/or friable mortar segments.

ii. Removal of miscellaneous debris and preparation of open joints.

iii. Supply and installation of custom-tinted mortar mixes for stone-to-stone and stone-to brick masonry repair and repointing.

iv. Final cleaning and cleanup as needed for a proper and workmanlike masonry repair and repointing project.

A-02, A-03, A-04, A-05 and A-06, and requirements delineated in the Specifications.

c. Measurement for payment will be percentage complete of line item, per scheduled

3. Contract Line Item No. 2C: Treatment Category “C” – BRICK MASONRY

a. This item consists of repair of relatively small holes and short cracks at painted brick masonry at the south, east and north elevations, including

i. Removal of dirt and debris from holes and open joints.

ii. Supply and installation of custom-tinted mortar.

iii. Final cleaning and cleanup as needed for a proper and workmanlike masonry repair and repointing project.

A-02, A-03 and A-04, and requirements delineated in the Specifications.

c. Measurement for payment will be percentage complete of line item, per scheduled

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4. Contract Line Item No. 2D: Treatment Category “F” – BLUESTONE WATER TABLE

MASONRY

a. This item consists of raking out, joint preparation, stain treatment, pointing of bedding mortar, custom-tinted tuckpointing and final cleaning of designated mortar joints at exposed water table (foundation wall facing) at the east, north and west elevations, including:

i. Raking out of loose, fragmented and/or friable mortar segments, removal of miscellaneous debris and preparation of open joints.

ii. Supply and installation of custom mortar for dressed bluestone water table masonry repointing, tooled flush to match existing appearance.

iii. Treatment of stains and discoloration at designated bluestone faces.

A-05 and A-06, and requirements delineated in the Specifications.

c. Measurement for payment will be percentage complete of line item, per scheduled

C. PMIS SAHI 251295 Contract Line Item No. 3 Wood and Plastics

1. Contract Line Item No. 3A, Piazza and Porte-cochere Repair and Refinishing

a. This item consists of the following work on piazza and porte-cochere pier, railing balustrade and column assemblies and architrave fascia/soffits, and piazza skirting and lattice panels:

i. Conventional preparation (including sanding rough surfaces, patching small holes and caulking cracks), priming and painting of all subject surfaces.

ii. Pre-priming and other supplemental treatment of substantially deteriorated wood surfaces (e.g. hand-scraping and sanding failed and peeling paint, treating weathered and UV-degraded woodgrain).

iii. Wood “dutchman” repairs to face panels, moldings and trim, installed with appropriate fasteners and acrylic wood filler.

iv. “Plastic” repairs (including removal of rotted material, filling of weather checks and execution of dutchman-type patches) at damaged and/or partially rotted routed, sawn, and lathe-turned components, employing epoxy filler system compatible with existing wood substrates.

v. Fabrication and installation of replica moldings, trim and associated components, using wood species similar to and compatible with existing wood.

vi. In-kind replacement of coping-saw-cut balusters, complete, including fabrication, priming, installation and painting.

b. Work is to be bid as identified on the PMIS 251295 Cover Sheet, Drawings A-01,

c. Measurement for payment will be percentage complete of line item, per scheduled

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2. Contract Line Item No. 3B, Replacement Lattice Panel

a. This item consists of the following work on the lattice panel beneath balustrade panel section N-O:

i. Deconstruction and removal of existing triangular lattice panel.

ii. Documentation and measurement of existing conditions.

iii. Coordination with prep and painting (covered in CLIN 4B).

iv. Fabrication and installation of new rectangular lattice panel, assembled and/or scribed to accommodate duplex electrical receptacle to remain.

b. Work is to be bid as identified on the PMIS 251295 Cover Sheet, Drawings A-01 and A-04, and requirements delineated in the Specifications.

c. Measurement for payment will be percentage complete of line item, per scheduled

D. PMIS 251295-251428 Contract Line Item No. 4 Finishes

1. PMIS 251295 Contract Line Item No. 4A, Historic Treatment of Plain Painting of Exterior

Millwork

a. This item consists of conventional surface preparation, priming and painting of exterior millwork at the piazza and porte-cochere, including:

i. Sanding rough surfaces, “feathering” paint edges, etc.

ii. Patching small holes and caulking cracks.

iii. Priming all surfaces, including new wood, “plastic repair” filler patches, wood dutchman patches, and previously painted wood.

iv. Painting all surfaces, including new wood, “plastic repair” filler patches, wood dutchman patches, and previously painted wood.

b. Work is to be bid as identified on the PMIS 251295 Cover Sheet, Drawings A-01, A-02, A-03 and A-04 and requirements delineated in the Specifications.

c. Measurement for payment will be percentage complete of line item, per scheduled

2. PMIS 251428 Contract Line Item No. 4B, Historic Treatment of Plain Painting of Masonry

a. This item consists of surface preparation, priming and painting of exterior masonry at foundation walls, including:

i. Spot priming tuckpointed brick masonry.

ii. Spot- and touch-up painting of tuckpointed brick masonry.

iii. Priming/sealing and painting of exposed concrete block stem wall behind lattice panel located beneath balustrade panel N-O.

A-02, A-03, A-04, and requirements delineated in the Specifications.

c. Measurement for payment will be percentage complete of line item, per scheduled

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E. PMIS 251428 Contract Line Item No. 5 (Bid Option #1) Additional Stone Masonry Repointing Beneath Piazza

1. Contract Line Item No. 5A consists of repair and repointing of quarry-faced granite/gneiss masonry at foundation walls exposed beneath existing piazza decking and framing.

a. Additional costs for:

i. General contractor access to low-clearance crawl space beneath piazza.

ii. Raking out of loose, fragmented and/or friable mortar segments, removal of miscellaneous debris and preparation of open joints.

iv. Supply and installation of custom-tinted mortar mix for quarry-faced stone masonry repair and repointing.

v. Final cleaning and cleanup as needed for a proper and workmanlike masonry

b. Work is to be bid as identified on PMIS 251428 Cover Sheet, Drawing A-01, and requirements delineated in the Specifications.

c. Quantity Allowance: An estimated total area of 55 lineal feet (LF) of stone masonry mortar joints to be raked, prepared, repointed and cleaned-up.

2. Contractor's overhead, profit, and related costs for products and equipment authorized as part of Bid Option #1 shall be included in the Option and the Base Bid Contract Sum.

These costs shall include delivery, on-site receipt and handling, labor, installation, taxes, insurance, equipment rental and similar costs.

a. Measurement for payment will be percentage complete of line item per scheduled

b. Payment will be made at the contract lump sum price.

F. PMIS 251428 Contract Line Item No. 6 (Bid Option #2) Specialty Masonry Repair and Repointing

1. Contract Line Item No. 6A: Treatment Category “D” – “DEAD” AND DELAMINATED

MORTAR FILL

a. This item consists of attention to cracked, delaminated and failed mortar fill at quarry-faced masonry granite/gneiss foundation walls at the south, east and north elevations, including:

i. Inspection and identification of cracked, delaminated and failed mortar fill at both conventional and irregularly-shaped stone-to-stone joints.

ii. Raking out defective mortar, removal of miscellaneous debris and preparation of the resultant open joints.

iii. Supply and installation of custom-tinted mortar, tooled with raised beads to match existing appearance.

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c. Refer to Drawing A-01 for quantity allowance. Measurement for payment will be percentage complete of line item, per scheduled value.

2. Contract Line Item No. 6B: Treatment Category “E” – INAPPROPRIATE EXISTING

MORTAR AND SEALANT

a. This item consists of attention to certain joints in existing quarry-faced masonry granite/gneiss foundation walls and dressed bluestone water table at the south, east and north and west elevations, including:

i. Assessment of designated joints previously filled with inappropriate mortar and/or joint sealants.

ii. Removal of inappropriate mortar and/or sealants, using hand tools and, if required, appropriate chemical cleaner(s).

iii. Removal of miscellaneous debris and preparation of the resultant open joints.

iv. At quarry-faced granite/gneiss masonry, supply and installation of custom-tinted mortar, tooled with raised beads to match existing appearance.

v. At bluestone water table, supply and installation of custom-tinted mortar, tooled flush to match existing appearance.

vi. Final cleaning and cleanup as needed for a proper and workmanlike masonry

A-02, A-03, A-04, A-05 and A-06, and requirements delineated in the Specifications.

c. Refer to Drawing A-01 for quantity allowance. Measurement for payment will be percentage complete of line item, per scheduled value.

END OF SECTION 012700

AT THEODORE ROOSEVELT HOUSE PROJECT MANAGEMENT AND COORDINATION

APRIL 2020 PROJECT MANAGEMENT 01 31 00 - Page 1 of 6

SECTION 01 31 00 - PROJECT MANAGEMENT AND COORDINATION

PART 1 - GENERAL

1.1 SUMMARY

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

1. Definitions

2. Construction Coordination.

3. Submittals

4. Coordination Drawings.

5. Requests for Information (RFIs).

6. Project meetings.

7. Environmental Coordination.

8. Responsibilities, Codes and Permits.

B. Related Requirements:

1. Section 01 32 16 – Construction Schedule: For preparing and submitting Contractor’s construction schedule.

2. Section 01 73 40 – Execution: For procedures for coordinating general installation and field-engineering services, including establishment of benchmarks and control points.

3. Section 01 77 00 – Closeout Procedures: For coordinating closeout of the Contract.

1.2 DEFINITIONS

A. Authority Having Jurisdiction (AHJ): For the purposes of this contract the AHJ is the Northeast Regional Director as represented by the NPS Fire Protection Engineer.

1.3 CONSTRUCTION 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, which 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. Make adequate provisions to accommodate items scheduled for later installation.

3. Where availability of space is limited, coordinate installation of different components to ensure maximum performance and accessibility for required maintenance, service, and repair of all components.

4. Properly plan construction operations to include permit requirements. Allow enough time to execute permit provisions to maintain work schedule, site visits, inspections, and reporting deadlines.

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.

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

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. Permit requirements;

7. Pre-installation conferences;

8. Project closeout activities;

9. Commissioning activities.

1.4 SUBMITTALS

A. Division 01 documents: The following items shall be submitted a minimum of one (1) week prior to the Preconstruction Conference. Government will notify Contractor of tentative date for the Pre-Construction Conference.

1. Letter designating Project Superintendent;

2. Construction Schedule;

3. Schedule of Values;

4. A list of Subcontractors for this project;

5. Written statements from subcontractors certifying compliance with applicable labor standard clauses;

6. Satisfactory evidence of liability insurance coverage and workman’s compensation for the Contactor and all subcontractors;

7. Quality Control Plan.

8. Historic Preservation Treatment Plan.

B. All items listed must be provided to the Government before the Pre-Construction Conference is held. If all of these documents have not been received one (1) week prior to the scheduled Pre-Construction Conference date, the conference may be cancelled, Notice to Proceed may not be issued, and the Government may consider other contractual remedies. Work shall not commence until written Notice to Proceed has been issued.

1.5 REQUESTS FOR INFORMATION (RFI’s)

A. General: Immediately on discovery of the need for additional information or interpretation of the Contract Documents, during either the Bid process of construction, Contractor shall prepare and submit an RFI utilizing the form provided in Division 00 of this specification or the Contractor’s own form containing all information required by para 1.5.B, below.

1. The Government will not respond to RFI’s submitted by other entities controlled by

Contractor;

2. Coordinate and submit RFI’s in a prompt manner to avoid delays in the work.

B. Content of the RFI: Include a detailed, legible description of item needing information or interpretation and the following:

1. RFI number, numbered sequentially;

2. Date;

3. RFI subject;

4. Specification Section number and title and related paragraphs, as appropriate;

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5. Drawing number and detail references, as appropriate;

6. Field dimensions and conditions, as appropriate;

7. Contractor's suggested resolution.

a. If Contractor's suggested resolution impacts the Contract Time or the Contract Sum, Contractor shall state impact in the RFI;

8. Contractor's signature;

9. Requested date for response;

10. Attachments: Include sketches, descriptions, measurements, photos, Product Data, Shop

Drawings, coordination drawings, and other information necessary to fully describe items needing interpretation.

a. Include dimensions, thicknesses, structural grid references, and details of affected materials, assemblies, and attachments on attached sketches.

C. Government Action:

1. The Government will review each RFI, determine action required, and respond to

Contractor. The Government will determine the critical nature of each RFI and issue a response accordingly.

2. CO's action may include a request for additional information, in which case time for response will date from time of receipt of additional information.

3. CO's action on RFIs may result in the need for a change to the Contract Time or the Contract Sum. All contract changes will be processed following the terms and conditions of the contract.

D. The following are not considered to be RFI’s and will receive no action:

1. Requests for approval of submittals;

2. Requests for approval of substitutions;

3. Requests for approval of Contractor's means and methods;

4. Requests for coordination information already indicated in the Contract Documents;

5. Requests for adjustments in the Contract Time or the Contract Sum;

6. Requests for interpretation of the Government's actions on submittals;

7. Incomplete RFI’s or inaccurately prepared RFI’s.

1.6 PROJECT MEETINGS

A. Preconstruction Conference: Before start of construction, Government will arrange an on-site meeting with Contractor.

1. Attendees: Government Representatives, the Contractor, and appropriate Subcontractors as determined by the Contractor and other entity shall be represented at these meetings.

All participants at the meeting shall be familiar with the Project and authorized to…