B163-03193 Baraga Schools Boiler Replacement Specs.pdf

BIDDING DOCUMENTS

FOR

BARAGA AREA SCHOOLS

BOILER REPLACEMENT

BARAGA, MICHIGAN

Prepared by:

U.P. Engineers & Architects, Inc.

424 S Pine Street

Ishpeming, MI 49849

February, 2024

[B163-03193]

TABLE OF CONTENTS 000110 - 1

SECTION 000110 - TABLE OF CONTENTS

Division Section Title

DIVISION 00 – PROCUREMENT AND CONTRACTING REQUIREMENTS

00 01 10 Table of Contents

PROCUREMENT REQUIREMENTS

00 11 16 Advertisement for Bid

00 21 13 Instructions to Bidders

00 33 06 F-1 Familial Disclosure Affidavit

00 33 06 F-2 Iran Economic Sanctions Act Certification

00 41 13 Bid Form - Stipulated Sum (single-prime Contract)

CONTRACTING REQUIREMENTS

00 52 14 Agreement Form - AIA Stipulated Sum (single-prime Contract)

AIA Agreement A105 - 2017

DIVISION 01 – GENERAL REQUIREMENTS

01 10 00 Summary

01 20 00 Price and Payment Procedures

01 30 00 Administrative Requirements

01 33 00 Submittal Procedures

01 40 00 Quality Requirements

01 50 00 Temporary Facilities and Controls

01 60 00 Product Requirements

01 70 00 Execution and Closeout Requirements

DIVISION 22 – PLUMBING

22 05 29 Hangars and Supports for Plumbing Piping and Equipment

22 07 00 Plumbing Insulation

22 11 00 Facility Water Distribution

22 35 00 Domestic Water Heat Exchangers

DIVISION 23 – HEATING VENTILATING AND AIR CONDITIONING

23 05 29 Hangars and Supports for HVAC Piping and Equipment

23 05 53 Identification for HVAC Piping and Equipment

23 05 93 Testing, Adjusting, and Balancing for HVAC

23 07 00 HVAC Insulation

23 11 23 Facility Natural-Gas Piping

23 21 13 Hydronic Piping

23 21 16 Hydronic Piping Specialties

23 21 23 Hydronic Pumps

23 52 16 Condensing Boilers

END OF TABLE OF CONTENTS

Advertisement for Bids

00 11 16 - 1

SECTION 00 11 16 – ADVERTISEMENT FOR BID

Project: Baraga Area Schools – Boiler Replacement

Owner: Baraga Area Schools

210 Lyons Street

Baraga, Michigan 49908

Architect/Engineer:

U.P. Engineers & Architects, Inc. (UPEA)

424 South Pine Street

Ishpeming, Michigan 49849

(906) 485-1011 www.upea.com

Date: February 19, 2024

Bids will be accepted under seal to the Office of the Superintendent for renovations to Baraga Area Schools, which is located at 210 Lyons Street, Baraga, Michigan.

Owner will receive Bids at the Office of the Superintendent at the address above, until 1:00 PM local time on the

5th of March, 2024, at which time and place the Bids will be publicly opened. Bids not received by the indicated time will not be opened.

A pre-bid meeting and walkthrough will be held for interested contractors on February 28, 2024 at 2:00 p.m.

Eastern Standard Time. Meet at the project location; Baraga Area School, 210 Lyons Street, Baraga. All interested contractors are encouraged to attend.

Project Description: Replace building’s boiler system, pumps and specialties located in the existing boiler room.

Bidding Documents for a Stipulated Price contract may be obtained by contacting UPEA, whose contact information is listed above, in either paper form or as pdf documents on a flash drive, as follows:

Paper copy: for a $100 non-refundable fee

Electronic copy: for a $50 non-refundable fee

Documents will also be available for viewing at the office of the Architect and at the following Builders

Exchanges: Iron Mountain-Kingsford, Marquette, Michigan, Northwest Michigan, and McGraw Hill

Construction-Dodge (Lansing).

Bidders will be required to provide Bid security according to the requirements in Section 00 21 13 - Instructions to

Bidders. Bidders are required to submit qualifications to the approval of the Architect and Owner with their bid.

Submit your Bid on the Bid Form provided. Refer to other Bidding requirements described in Section 00 21 13.

Bids are required to be submitted under a condition of irrevocability for a period of 45 days after submission.

Owner reserves the right to waive irregularities and to accept or reject any or all Bids.

END OF DOCUMENT

Instructions To Bidders

002113 - 1

SECTION 00 21 13

INSTRUCTIONS TO BIDDERS

1.1 SUMMARY

A. Document Includes:

1. Bid submission.

2. Intent.

3. Work identified in Contract Documents.

4. Contract Time.

5. Definitions.

6. Contract Documents identification.

7. Availability of documents.

8. Examination of documents.

9. Inquiries and Addenda.

10. Product substitutions.

11. Site examination.

12. Prebid meeting.

13. Bidder qualifications.

14. Subcontractors.

15. Submission procedure.

16. Bid ineligibility.

17. Bid Security.

18. Bid Form requirements.

19. Bid Form signature.

20. Bid opening.

21. Duration of offer.

22. Acceptance of offer.

B. Related Documents:

1. Document 00 11 16 - Invitation to Bid.

2. Document 00 41 13 - Bid Form - Stipulated Sum (Single-Prime Contract).

1.2 BID SUBMISSION

A. Bids signed and sealed, executed, and dated will be received by the Owner located at the Office of the Superintendent as noted on the Advertisement for Bids.

B. Bids submitted after the above time may be returned to Bidder unopened.

C. Amendments to submitted Bids will be permitted when received in writing prior to

Bid closing and when endorsed by the same party or parties who signed and sealed the Bid.

D. Bidders may withdraw their Bid by written request before the above time.

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1.3 INTENT

A. The intent of this Bid request is to obtain an offer to perform work to complete the

Work for a Stipulated Sum contract, according to Contract Documents.

1.4 WORK IDENTIFIED IN CONTRACT DOCUMENTS

A. Work of this proposed Contract as described in the Advertisement for Bids.

1.5 CONTRACT TIME

A. Perform the Work within the dates from June 10, 2024 to August 30, 2024.

Bidder, in submitting an offer, accepts Contract Time period stated for performing the Work. Owner requires Work of this Contract be completed as soon as possible.

1.6 DEFINITIONS

A. Bidding Documents: Contract Documents supplemented with Advertisement for

Bids, Instructions to Bidders, Bid Form, and Bid securities.

B. Contract Documents: AIA A105-2017.

C. Bid: Executed Bid Form and required attachments submitted according to

Instructions to Bidders.

D. Bid Sum: Monetary sum identified by the Bidder in the Bid Form.

1.7 CONTRACT DOCUMENTS IDENTIFICATION

A. Contract Documents are identified as Project number B163-03193 as prepared by

U.P. Engineers & Architects, Inc. and identified in the Project Manual.

1.8 AVAILABILITY OF DOCUMENTS

A. Bidding Documents may be obtained as stated in Advertisement for Bids.

B. Bidding Documents are made available only for the purpose of obtaining offers for this Project. Their use does not grant a license for other purposes.

1.9 EXAMINATION OF DOCUMENTS

A. Upon receipt of Bidding Documents verify that documents are complete. Notify

Architect if documents are incomplete.

B. Immediately notify Architect upon finding discrepancies or omissions in Bidding

Documents.

1.10 INQUIRIES AND ADDENDA

A. Requests for Information/Clarification:

1. Direct questions in writing to randerson@upea.com or Fax: 906.485.1013.

002113 - 3

2. Submit questions not less than seven days before date set for receipt of Bids.

3. Verbal answers are not binding on any party.

4. Replies will be made by Addenda.

5. Responses to inquiries affecting clarity of documents or perceived to affect cost will be addressed by Addenda, to be issued during Bidding period.

B. Addenda:

1. Addenda will be sent to known Bidders and to those who are known to have received a complete set of Bidding Documents.

2. Addenda become part of Contract Documents.

3. Include resultant costs in Bid Price.

1.11 PRODUCT SUBSTITUTIONS

A. Where Bidding Documents stipulate particular products, substitution requests will be considered by Architect up to 10 days before receipt of Bids.

B. With each substitution request, provide sufficient information for Architect to determine acceptability of proposed products. Comply with substitution request submittal requirements in Section 01 60 00 - Product Requirements including the use of the Substitution Request Form.

C. When a request to substitute a product is made, Architect may approve the substitution. Approved substitutions will be identified by Addenda.

D. In submission of substitutions to products specified, Bidders shall include in their

Bid changes required in the Work changes to Contract Time and changes to

Contract Sum to accommodate such approved substitutions. Later claims by the

Bidder for an addition to the Contract Time or Contract Sum because of changes in

Work necessitated by use of substitutions will not be considered.

1.12 SITE EXAMINATION

A. Examine the Project site before submitting a Bid.

1.13 PREBID MEETING

A. A prebid meeting is scheduled as listed in the Advertisement for Bids.

B. General Contract Bidders are required to attend.

C. Representatives of the Architect and Owner will attend.

D. Information relevant to Bidding Documents will be issued by Addenda.

1.14 BIDDER QUALIFICATIONS

A. To demonstrate qualification for performing the Work of this Contract, Bidders may be requested to submit written evidence of financial position, previous experience, and current commitments.

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1.15 SUBCONTRACTORS

A. Owner reserves the right to reject a proposed Subcontractor for reasonable cause.

1.16 SUBMISSION PROCEDURE

A. Bidders shall be solely responsible for delivery of Bids in manner and time prescribed.

B. Submit two copies of executed offer on Bid Forms provided, signed, and sealed with required security deposit in a closed opaque envelope, clearly identified with

Bidder's name and address, Project name, and Owner's name on the outside.

C. Improperly completed information, including irregularities in Bid bond, may be cause not to open the Bid Form envelope and to declare the Bid invalid or informal.

D. An abstract summary of submitted Bids will be made available to all Bidders following Bid opening.

1.17 BID INELIGIBILITY

A. Bids that are unsigned, improperly signed or sealed, conditional, illegible, and obscure, or Bids that contain arithmetical errors, erasures, alterations, or irregularities of any kind, may be declared unacceptable at Owner's discretion.

B. Bid Forms, Appendices, and enclosures that are improperly prepared may be declared unacceptable at Owner's discretion.

C. Failure to provide security deposit may invalidate the Bid at Owner's discretion.

1.18 BID SECURITY

A. Bids shall be accompanied by Bid security as follows:

1. Bid bond of a sum no less than 10 percent of the Bid Sum on AIA A310 -

Bid Bond or on standard surety company form.

B. Endorse Bid bond in name of the Owner as obligee, signed and sealed by the principal (Contractor) and surety.

C. If the accepted Bidder fails to execute the Agreement and the indicated bonds within 10 days after the Notice of Award, the Notice of Award may be annulled, and the Bid security of the Bidder will be forfeited.

D. Include the cost of Bid security in the Bid Sum.

E. If no contract is awarded, Bid security will be returned.

1.19 BID FORM SIGNATURE

A. Sign Bid Form as follows:

002113 - 5

1. Sole Proprietorship: Signature of sole proprietor in the presence of a witness who will also sign. Include the words "Sole Proprietor" under the signature.

Affix seal.

2. Partnership: Signature of all partners in the presence of a witness who will also sign. Include the word "Partner" under each signature. Affix seal to each signature.

3. Corporation: Signature of at least one duly authorized signing officer.

Include the officer's capacity under each signature. Affix the corporate seal.

If Bid is signed by officials other than the president, secretary, or treasurer of the company, submit a copy of the bylaws or a resolution of the board of directors authorizing them to do so, with the Bid Form in the Bid envelope.

4. Joint Venture: Signature of all parties of the joint venture under their respective seals in a manner appropriate to such party as described above, similar to requirements for Partnerships.

1.20 BID OPENING

A. Bids will be opened publicly, immediately after the time for receipt of Bids.

1.21 DURATION OF OFFER

A. Bids shall remain open to acceptance and shall be irrevocable for a period of 30 days after Bid closing date.

1.22 ACCEPTANCE OF OFFER

A. Owner reserves the right to waive irregularities and to accept or reject any or all offers.

B. After acceptance by Owner, Architect, on behalf of Owner, will issue to the accepted Bidder a written Notice of Award.

C. Notwithstanding delay in the preparation and execution of the Agreement, accepted

Bidder shall be prepared, upon written Notice to Proceed, to commence work within seven days following receipt of official written order of Owner to proceed, or on date stipulated in such order.

D. The accepted Bidder shall assist and cooperate with Owner to prepare Agreement and shall execute Agreement and return it to Owner within seven days following its presentation.

© 2021 Page 1 of 2

Series 3000: Operations, Finance, and Property

3300 Facilities, Real, and Personal Property

3306-F-1 Familial Disclosure Affidavit to Accompany Construction Bids

Affidavit of [insert name of affiant]

State of Michigan ) )ss County of )

[insert name of affiant] makes this Affidavit under oath and states as follows:

I am a/the:

☐ President

☐ Vice President

☐ Chief Executive Officer

☐ Member

☐ Partner

☐ Owner

☐ Other (please specify) _________________________ of [insert name of firm] (the “Contractor”).

I have personal knowledge and/or I have personally verified that the following are all of the familial relationships existing between the owner(s) and the employee(s) of the Contractor and the District’s Superintendent and/or Board members:

I have authority to bind the Contractor with the representations contained herein, and I am fully aware that the District will rely on my representations in evaluating bids.

3306-F-1 Familial Disclosure Affidavit to Accompany Construction Bids

© 2021 Page 2 of 2

I declare the above information to be true to the best of my knowledge, information, and belief. I could completely and accurately testify regarding the information contained in this Affidavit if requested to do so.

Signature of Affiant

Date

Subscribed and sworn before me in _________________ County, Michigan, on the _____ day of ____________________, 20____

____________________________________________ (signature)

____________________________________________ (printed)

Notary public, State of Michigan, County of _________________

My Commission expires on ______________________________

Acting in the County of _________________________________

© 2021

Series 3000: Operations, Finance, and Property

3300 Facilities, Real, and Personal Property

3306-F-2 Iran Economic Sanctions Act Certification

Iran Economic Sanctions Act Certification to Accompany Construction Bids

I am the [job or position title] of [name of bidder], or I am bidding in my individual capacity (“Bidder”), with authority to submit a binding bid to the District. I have personal knowledge of the matters described in this Certification, and I am familiar with the Iran Economic Sanctions Act, MCL 129.311, et seq. (“Act”). I am fully aware that the District will rely on my representations in evaluating bids.

I certify that Bidder is not an Iran-linked business, as that term is defined in the Act.

I understand that submission of a false certification may result in contract termination, ineligibility to bid for three (3) years, and a civil penalty of $250,000 or twice the bid amount, whichever is greater, plus related investigation and legal costs.

Signature Date

Printed Name

004113 - 1

DOCUMENT 00 41 13

BID FORM - STIPULATED SUM

Project: Baraga Area Schools – Boiler Replacement

Owner: Baraga Area Schools

210 Lyons Street

Baraga, Michigan 49908

Date:

Submitted by:

(Firm name and address)

(Telephone Number)

1. OFFER

1.1 Base Bid – Replace building’s boiler system, pumps and specialties located within the existing boiler room.

Having examined the Place of The Work and all matters referred to in the Instructions to Bidders and the Contract Documents prepared by U.P. Engineers and Architects, Inc., Architect for the above mentioned project, we, the undersigned, hereby offer to enter into a Contract to perform the

Work for the Bid Sum of:

$ , ( dollars), in lawful money of the United States of America.

- We have included the Bid Bond as required by the Instruction to Bidders.

- All applicable federal taxes are included, and State of Michigan taxes are included in the Bid.

Proposed Boiler Manufacturer: ____________________________

1.2 Lead Times – The following items listed shall be identified as long lead items over (8) weeks:

Item: Lead Time Duration (in weeks):

Item: Lead Time Duration (in weeks):

004113 - 2

2. ACCEPTANCE

This offer shall be open to acceptance and irrevocable for forty-five days from the bid closing date.

If this bid is accepted by the Owner within the time period stated above, we will:

- Execute the Agreement within seven days of receipt of Notice of Award.

- Furnish the required bonds at the time of the execution of the Agreement.

- Commence work in conformance with requirements found in Instructions to Bidders.

If this bid is accepted within the time stated, and we fail to commence the Work or we fail to provide the required bonds, the bid bond shall be forfeited as damages to the Owner by reason of our failure.

3. CONTRACT TIME

If this Bid is accepted, we will Complete Work within the time specified in Section 01 10 00.

Bidder agrees to pay as liquidated damages the sum of $2,000 for each calendar day thereafter as provided in Article 3 of the Contract.

4. CHANGES TO THE WORK

On Work added to the Contract, changes in the Work will be net cost plus a percentage fee of

______ percent overhead and profit on the net cost of our own Work, and _____ percent on the gross cost of Work performed by any Subcontractor.

On Work deleted from the Contract, our credit to the Owner shall be the approved net cost plus

______percent of the overhead and profit percentage noted above.

5. ADDENDA

The following Addenda have been received. The modifications to the Bid Documents noted below have been considered and all costs are included in the Bid Sum.

Addendum # Dated

6. SUBCONTRACTORS

The following firms have submitted costs for their portion of the Work, and it is the intent of this

Contractor to enter into a Subcontractor agreement if we are awarded the Work:

Scope ______________________________________ Sub-Contractor ______________________

004113 - 3

7. APPENDICES

The Bid Bond documents are attached to and made a condition of the Bid.

8. BID FORM SIGNATURES

(Seal)

The Corporate Seal of:

(Bidder - print the full name of your firm) was hereunto affixed in the presence of:

(Authorized signing officer) (Title)

If the Bid is a joint venture or partnership, add additional forms of execution for each member of the joint venture in the appropriate form or forms as above.

Agreement Form - AIA (Single-Prime Contract)

00 52 14 - 1

SECTION 00 52 14 - AGREEMENT FORM - AIA STIPULATED SUM (SINGLE-PRIME CONTRACT)

1.1 SUMMARY

A. Document Includes:

1. Agreement.

2. General Conditions.

1.2 DOCUMENTS

A. Basis of Agreement between Owner and Contractor: AIA Document A105 – 2017, Standard

Short Form of Agreement between Owner and Contractor.

SUMMARY 011000 - 1

SECTION 011000 - SUMMARY

PART 1 - GENERAL

1.1 SUMMARY

A. Section Includes:

1. Contract description.

2. Work by Owner or other Work at the Site.

3. Owner-furnished products.

4. Work sequence.

5. Owner occupancy.

6. Permits.

7. Specification conventions.

1.2 CONTRACT DESCRIPTION

A. Work of the Project includes: Replace building roofing membrane, replace existing skylights, and remove & replace portion of brick veneer along North face of the gym wall and provide new thru-wall flashing.

B. Perform Work of the Contract under stipulated sum Contract with Owner according to

Conditions of Contract.

1.3 WORK BY OWNER OR OTHERS

A. If Owner-awarded contracts interfere with each other due to work being performed at the same time or at the same Site, Owner will determine the sequence of work under all contracts according to "Work Sequence" and "Contractor's Use of Site" Articles in this Section.

B. Coordinate Work with utilities of Owner and public or private agencies.

1.4 OWNER-FURNISHED PRODUCTS

A. Owner's Responsibilities:

1. Arrange for and deliver Owner-reviewed Shop Drawings, Product Data, and Samples to

Contractor.

2. Arrange and pay for delivery to Site.

3. Upon delivery, inspect products jointly with Contractor.

4. Submit claims for transportation damage and replace damaged, defective, or deficient items.

5. Arrange for manufacturers' warranties, inspections, and service.

B. Contractor's Responsibilities:

1. Review Owner-reviewed Shop Drawings, Product Data, and Samples.

SUMMARY 011000 - 2

2. Receive and unload products at Site; inspect for completeness or damage jointly with

Owner.

3. Handle, store, install, connect to utilities, and finish products.

4. Repair or replace items damaged after receipt.

C. Items furnished by Owner for installation by Contractor:

1. None.

1.5 CONTRACTOR'S USE OF SITE

A. Limit use of Site to allow:

1. Owner occupancy.

2. Use of Site and premises by the public.

B. Emergency Building Exits during Construction: Maintain emergency egress during all periods of building occupancy.

C. Construction Operations:

1. Noisy and Disruptive Operations (such as Use of Jack Hammers and Other Noisy

Equipment): Not allowed in close proximity to existing building during regular hours of operation. Coordinate and schedule such operations with Owner to minimize disruptions.

D. Time Restrictions for Performing Work:

1. During School Year:

a. Limit noise-producing work to hours between 3:00 and 9:00 p.m.

b. Utility shutdowns are prohibited.

2. During Periods School is not in session: Work may be performed between the hours of

7:00 a.m. and 9:00 p.m.

E. Utility Outages and Shutdown:

1. Coordinate and schedule electrical and other utility outages with Owner.

2. Outages: Allowed only at previously agreed upon times. In general, schedule outages at times when facility is not being used.

3. At least one week before scheduled outage, submit Outage Request Plan to Owner itemizing the dates, times, and duration of each requested outage.

F. Sound Level Restrictions: Sound pressure level measured at boundary of Site shall not exceed

40 dBA.

G. Construction Plan: Before start of construction, submit electronic file to Architect of construction plan regarding access to Work, use of Site, and utility outages for acceptance by

Owner. After acceptance of plan, construction operations shall comply with accepted plan unless deviations are accepted by Owner in writing.

1.6 OWNER OCCUPANCY

A. Owner intends to occupy the existing building during the construction.

SUMMARY 011000 - 3

B. Cooperate with Owner to minimize conflict and to facilitate Owner's operations.

C. Schedule the Work to accommodate Owner occupancy.

1.7 PERMITS

A. Furnish all necessary permits and approvals for construction of Work including associated fees.

1.8 SPECIFICATION CONVENTIONS

A. These Specifications are written in imperative mood and streamlined form. This imperative language is directed at the Contractor unless specifically noted otherwise. The words "shall be" are included by inference where a colon (:) is used within sentences or phrases.

PART 2 - PRODUCTS - Not Used

PART 3 - EXECUTION - Not Used

END OF SECTION 011000

PRICE AND PAYMENT PROCEDURES 012000 - 1

SECTION 012000 - PRICE AND PAYMENT PROCEDURES

PART 1 - GENERAL

1.1 SECTION INCLUDES

A. Schedule of Values.

B. Application for Payment.

C. Change procedures.

D. Defect assessment.

E. Cash allowances.

F. Alternates.

1.2 SCHEDULE OF VALUES

A. Submit Schedule of Values within ten days after date of Owner-Contractor Agreement.

1. Submit for approval by Architect printed and electronic file of schedule on AIA G703 -

Continuation Sheet for G702.

B. Format: Use Table of Contents of this Project Manual. Interrelated items may be combined with the approval of the Architect. Identify each line item with number and title of major

Specification Section. Identify Site mobilization, bonds and insurance, and General Conditions.

C. Include in each line item, the amount of allowances as specified in this Section.

D. Include within each line item, direct proportional amount of Contractor's overhead and profit.

E. Revise schedule to list approved Change Orders with each Application for Payment.

1.3 APPLICATION FOR PAYMENT

A. Submit draft PDF copy of Application for Payment to Architect for review.

B. Submit three printed copies with original signature on each Application for Payment on AIA

G702 - Application and Certificate for Payment and AIA G703 - Continuation Sheet for G702.

C. Content and Format: Use Schedule of Values for listing items in Application for Payment.

D. Submit updated construction schedule with each Application for Payment.

E. Payment Period: Submit at intervals stipulated in the Agreement.

PRICE AND PAYMENT PROCEDURES 012000 - 2

F. Lien Waivers: Provide Affidavit of Payment and Lien Waivers from subcontractors and suppliers for payments made in the previous month.

G. Substantiating Data: When Architect/Engineer requires substantiating information, submit data justifying dollar amounts in question. Include the following with Application for Payment:

1. Current construction photographs demonstrating the progress of the Work.

2. Record Documents as specified in Section 017000 - Execution and Closeout

Requirements, for review by Owner, which will be returned to Contractor.

3. Affidavits attesting to off-Site stored products.

1.4 CHANGE PROCEDURES

A. Submittals: Submit name of individual authorized to receive change documents and responsible for informing others in Contractor's employ or Subcontractors of changes to the Work.

B. Carefully study and compare Contract Documents before proceeding with fabrication and installation of Work. Promptly advise Architect/Engineer of any error, inconsistency, omission, or apparent discrepancy.

C. Requests for Interpretation (RFI) and Clarifications: Allot time in construction scheduling for liaison with Architect/Engineer; establish procedures for handling queries and clarifications.

1. Use AIA G716 - Request for Information CSI Form 13.2A - Request for Interpretation established form, sequentially numbered, for requesting interpretations.

2. Architect/Engineer may respond with a direct answer on the Request for Interpretation form or Proposal Request if warranted.

D. Architect/Engineer will advise of minor changes in the Work not involving adjustment to

Contract Sum/Price or Contract Time by issuing supplemental instructions on AIA G710.

E. Architect/Engineer may issue Proposal Request including a detailed description of proposed change with supplementary or revised Drawings and Specifications. Contractor will prepare and submit estimate within seven days.

F. Contractor may propose changes by submitting a request for change to Architect/Engineer, describing proposed change and its full effect on the Work. Include a statement describing reason for the change and the effect on Contract Sum/Price and Contract Time with full documentation and a statement describing effect on the Work by separate or other Contractors.

G. Stipulated Sum/Price Change Order: Based on Proposal Request and Contractor's fixed price quotation or Contractor's request for Change Order as approved by Architect/Engineer.

H. Construction Change Directive: Architect/Engineer may issue directive, on AIA G714 -

Construction Change Directive signed by Owner, instructing Contractor to proceed with change in the Work, for subsequent inclusion in a Change Order. Document will describe changes in the Work and designate methods of determining any change in Contract Sum/Price or Contract

Time. Promptly execute change.

I. Time and Material Change Order: Submit itemized account and supporting data after completion of change, within time limits indicated in Conditions of the Contract.

Architect/Engineer will determine change allowable in Contract Sum/Price and Contract Time as provided in Contract Documents. Maintain detailed records of Work done on time and

PRICE AND PAYMENT PROCEDURES 012000 - 3

material basis. Provide full information required for evaluation of proposed changes and to substantiate costs for changes in the Work.

J. Document each quotation for change in Project Cost or Time with sufficient data to allow evaluation of quotation.

K. Change Order Forms: AIA G701 - Change Order.

L. Execution of Change Orders: Architect/Engineer will issue Change Orders for signatures of parties as provided in Conditions of the Contract. Change Orders will be added to the Contract only after signature by Owner, Architect, and Contractor.

M. Correlation of Contractor Submittals:

1. Promptly revise Schedule of Values and Application for Payment forms to record each authorized Change Order as separate line item and adjust Contract Sum/Price.

2. Promptly revise Progress Schedules to reflect change in Contract Time, revise subschedules to adjust times for other items of Work affected by the change, and resubmit.

3. Promptly enter changes in Record Documents.

1.5 DEFECT ASSESSMENT

A. Replace the Work, or portions of the Work, not conforming to specified requirements.

B. If, in the opinion of Architect/Engineer, it is not practical to remove and replace the Work, Architect/Engineer will direct remedy or adjust payment option as appropriate .

1. The defective Work may remain, but unit sum/price will be adjusted to new sum/price at discretion of Architect/Engineer and Owner.

2. Defective Work will be partially repaired according to instructions of Architect/Engineer, and unit sum/price will be adjusted to new sum/price at discretion of Architect/Engineer.

C. Individual Specification Sections may modify these options or may identify specific formula or percentage sum/price reduction.

D. Authority of Architect/Engineer to assess defects and identify payment adjustments is final.

E. Payment will not be made for rejected products for any of the following reasons:

1. Products wasted or disposed of in a manner that is not acceptable.

2. Products determined as unacceptable before or after placement.

3. Products not completely unloaded from transporting vehicle.

4. Products placed beyond lines and levels of the required Work.

5. Products remaining on hand after completion of the Work.

6. Loading, hauling, and disposing of rejected products.

1.6 CASH ALLOWANCES

A. Costs Included in Cash Allowances: Cost of Work to Contractor or Subcontractor, less applicable trade discounts, and applicable taxes unless stated otherwise in Allowance Schedule.

B. Contractor Responsibilities:

PRICE AND PAYMENT PROCEDURES 012000 - 4

1. Perform the work per the description on the documents.

2. Submit final costs to Architect/Engineer, itemized by category, including labor, equipment rental, transportation, permits, and disposal.

C. Differences in costs will be adjusted by Change Order.

1.7 ALTERNATES

A. Alternates quoted on Bid Forms will be reviewed and accepted or rejected at Owner's option.

Accepted Alternates will be identified in Owner-Contractor Agreement. The Owner-Contractor

Agreement may identify Alternates to remain an Owner option for a stipulated period of time.

B. Coordinate related Work and modify surrounding Work. Description for each Alternate is recognized to be abbreviated but requires that each change shall be complete for scope of Work affected.

1. Coordinate related requirements among Specification Sections as required.

2. Include as part of each Alternate: Miscellaneous devices, appurtenances, and similar items incidental to or necessary for complete installation.

3. Coordinate Alternate with adjacent Work and modify or adjust as necessary to ensure integration.

C. Schedule of Alternates:

1. Refer to Bid Form.

PART 2 - PRODUCTS - Not Used

END OF SECTION 012000

ADMINISTRATIVE REQUIREMENTS 013000 - 1

SECTION 013000 - ADMINISTRATIVE REQUIREMENTS

PART 1 - GENERAL

1.1 SECTION INCLUDES

A. Coordination and Project conditions.

B. Preconstruction meeting.

C. Site mobilization meeting.

D. Progress meetings.

E. Preinstallation meetings.

F. Closeout meeting.

G. Alteration procedures.

1.2 COORDINATION AND PROJECT CONDITIONS

A. Coordinate scheduling, submittals, and Work of various Sections of Project Manual to ensure efficient and orderly sequence of installation of interdependent construction elements.

B. Verify that utility requirements and characteristics of operating equipment are compatible with building utilities. Coordinate Work of various Sections having interdependent responsibilities for installing, connecting to, and placing operating equipment in service.

C. Coordinate space requirements, supports, and installation of mechanical and electrical Work indicated diagrammatically on Drawings. Follow routing shown for pipes, ducts, and conduit as closely as practical; place runs parallel with lines of building. Use spaces efficiently to maximize accessibility for other installations, for maintenance, and for repairs.

D. Coordination Meetings: In addition to other meetings specified in this Section, hold coordination meetings with personnel and Subcontractors to ensure coordination of Work.

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

F. Coordinate completion and clean-up of Work of separate Sections in preparation for Substantial

Completion and for portions of Work designated for Owner's occupancy.

G. After Owner's occupancy of premises, coordinate access to Site for correction of defective

Work and Work not complying with Contract Documents, to minimize disruption of Owner's activities.

ADMINISTRATIVE REQUIREMENTS 013000 - 2

1.3 PRECONSTRUCTION MEETING

A. Architect will schedule and preside over meeting after Notice of Award.

B. Attendance Required: Architect, Owner, Owner’s Project Representative, Contractor’s Project

Manager, Job Superintendent, and major Subcontractors.

C. Minimum Agenda:

1. Owner-Contractor Agreement.

2. Submission of executed bonds and insurance certificates.

3. Distribution of Contract Documents.

4. Review list of Subcontractors, list of products, schedule of values, Progress Schedule.

5. Designation of personnel representing parties in Contract and Architect/Engineer.

6. Communication procedures.

7. Procedures and processing of requests for interpretations, field decisions, submittals, substitutions, Applications for Payments, proposal requests, Change Orders, and Contract closeout procedures.

8. Scheduling.

9. Critical Work sequencing.

10. Scheduling activities of Testing Agency.

D. Contractor: Record minutes and distribute to participants within two days after meeting, to

Architect/Engineer, Owner, and those affected by decisions made.

1.4 PROGRESS MEETINGS

A. Architect will schedule and administer meetings throughout progress of the Work at maximum monthly intervals.

B. Attendance Required: Job superintendent, major Subcontractors and suppliers, Architect/

Engineer, and Owner, as appropriate to agenda topics for each meeting.

C. Minimum Agenda:

1. Review minutes of previous meetings.

2. Review of Work progress.

3. Field observations, problems, and decisions.

4. Identification of problems impeding planned progress.

5. Review of submittal schedule and status of submittals.

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

7. Maintenance of Progress Schedule.

8. Corrective measures to regain projected schedules.

9. Planned progress during succeeding work period.

10. Coordination of projected progress.

11. Maintenance of quality and work standards.

12. Effect of proposed changes on Progress Schedule and coordination.

13. Other business relating to Work.

D. Contractor: Record minutes and distribute to participants within two days after meeting, to

Architect/Engineer, Owner, and those affected by decisions made.

ADMINISTRATIVE REQUIREMENTS 013000 - 3

1.5 PREINSTALLATION MEETINGS

A. When required in individual Specification Sections, Contractor shall convene preinstallation meetings at Project Site before starting Work of specific Section.

B. Require attendance of parties directly affecting, or affected by, Work of specific Section.

C. Notify Architect/Engineer four days in advance of meeting date.

D. Prepare agenda and preside over meeting:

1. Review conditions of installation, preparation, and installation procedures.

2. Review coordination with related Work.

E. Record minutes and distribute to participants within two days after meeting, to

Architect/Engineer, Owner, and those affected by decisions made.

1.6 CLOSEOUT MEETING

A. Schedule Project closeout meeting with sufficient time to prepare for requesting Substantial

Completion. Preside over meeting and be responsible for minutes.

B. Attendance Required: Contractor, major Subcontractors, Architect/Engineer, Owner, and others appropriate to agenda.

C. Notify Architect/Engineer seven days in advance of meeting date.

D. Minimum Agenda:

1. Start-up of facilities and systems.

2. Operations and maintenance manuals.

3. Testing, adjusting, and balancing.

4. System demonstration and observation.

5. Operation and maintenance instructions for Owner's personnel.

6. Contractor's inspection of Work.

7. Contractor's preparation of an initial "punch list."

8. Procedure to request inspection to determine date of Substantial Completion.

9. Completion time for correcting deficiencies.

10. Inspections by authorities having jurisdiction.

11. Certificate of Occupancy and transfer of insurance responsibilities.

12. Partial release of retainage.

13. Final cleaning.

14. Preparation for final inspection.

15. Closeout Submittals:

a. Project record documents.

b. Operating and maintenance documents.

c. Operating and maintenance materials.

d. Affidavits.

16. Final Application for Payment.

17. Contractor's demobilization of Site.

18. Maintenance.

ADMINISTRATIVE REQUIREMENTS 013000 - 4

E. Record minutes and distribute to participants within two days after meeting, to

Architect/Engineer, Owner, and those affected by decisions made.

PART 2 - PRODUCTS - Not Used

PART 3 - EXECUTION

3.1 ALTERATION PROCEDURES

A. Existing facilities will be occupied for normal operations during progress of construction.

Cooperate with Owner in scheduling operations to minimize conflict and to permit continuous usage.

1. Perform Work not to interfere with operations of occupied areas.

2. Keep utility and service outages to a minimum and perform only after written approval of

Owner.

3. Clean Owner-occupied areas daily. Clean spillage, overspray, and heavy collection of dust in Owner-occupied areas immediately.

B. Materials: As specified in product Sections; match existing products with new products for patching and extending Work.

C. Employ skilled and experienced installer to perform alteration and renovation Work.

D. Cut, move, or remove items as necessary for access to alterations and renovation Work. Replace and restore at completion. Comply with Section 017000 - Execution and Closeout Requirements

E. Remove unsuitable material not marked for salvage, including rotted wood, corroded metals, and deteriorated masonry and concrete. Replace materials as specified for finished Work.

F. Remove debris and abandoned items from area and from concealed spaces.

G. Prepare surface and remove surface finishes to permit installation of new Work and finishes.

H. Close openings in exterior surfaces to protect existing Work from weather and extremes of temperature and humidity.

I. Remove, cut, and patch Work to minimize damage and to permit restoring products and finishes to specified condition.

J. Refinish existing visible surfaces to remain in renovated rooms and spaces, to renewed condition for each material, with neat transition to adjacent finishes.

K. Where new Work abuts or aligns with existing Work, provide smooth and even transition. Patch

Work to match existing adjacent Work in texture and appearance.

L. When finished surfaces are cut so that smooth transition with new Work is not possible, terminate existing surface along straight line at natural line of division and submit recommendation to Architect/Engineer for review.

ADMINISTRATIVE REQUIREMENTS 013000 - 5

M. Where change of plane of 1/4 inch or more occurs, submit recommendation for providing smooth transition to Architect/Engineer for review.

N. Patch or replace portions of existing surfaces that are damaged, lifted, discolored, or showing other imperfections.

O. Finish surfaces as specified in individual product Sections.

END OF SECTION 013000

SUBMITTAL PROCEDURES 013300 - 1

SECTION 013300 - SUBMITTAL PROCEDURES

PART 1 - GENERAL

1.1 SECTION INCLUDES

A. Definitions.

B. Submittal procedures.

C. Construction progress schedules.

D. Proposed product list.

E. Product data.

F. Use of electronic CAD files of Project Drawings.

G. Shop Drawings.

H. Samples.

I. Other submittals.

J. Design data.

K. Test reports.

L. Certificates.

M. Manufacturer's instructions.

N. Manufacturer's field reports.

O. Construction photographs.

P. Contractor review.

Q. Architect/Engineer review.

1.2 DEFINITIONS

A. Action Submittals: Written and graphic information and physical samples that require

Architect/Engineer's responsive action.

B. Informational Submittals: Written and graphic information and physical Samples that do not require Architect/Engineer's responsive action. Submittals may be rejected for not complying with requirements.

SUBMITTAL PROCEDURES 013300 - 2

1.3 SUBMITTAL PROCEDURES

A. Transmit each submittal with Architect/Engineer-accepted form.

B. Sequentially number transmittal forms. Mark revised submittals with original number and sequential alphabetic suffix.

C. Identify: Project, Contractor, Subcontractor and supplier, pertinent Drawing and detail number, and Specification Section number appropriate to submittal.

D. Apply Contractor's stamp, signed or initialed, certifying that review, approval, verification of products required, field dimensions, adjacent construction Work, and coordination of information is according to requirements of the Work and Contract Documents.

E. Schedule submittals to expedite Project and submit electronic submittals via email as PDF electronic files. Coordinate submission of related items.

1. File name shall be in the following format: ProjectName_001.Item-description.pdf

2. Subject line in email shall include the project name and description of the submittal.

F. For each submittal for review, allow ten days excluding delivery time to and from Contractor.

G. Identify variations in Contract Documents and product or system limitations that may be detrimental to successful performance of completed Work.

H. Allow space on submittals for Contractor and Architect/Engineer review stamps.

I. When revised for resubmission, identify changes made since previous submission.

J. Distribute copies of reviewed submittals as appropriate. Instruct parties to promptly report inability to comply with requirements.

K. Submittals not requested will not be recognized nor processed.

L. Incomplete Submittals: Architect/Engineer will not review. Complete submittals for each item are required. Delays resulting from incomplete submittals are not the responsibility of

Architect/Engineer.

1.4 CONSTRUCTION PROGRESS SCHEDULES

A. Comply with Section 013216 - Construction Progress Schedule

1.5 PROPOSED PRODUCT LIST

A. Submit list of major products proposed for use, with name of manufacturer, trade name, and model number of each product.

B. For products specified only by reference standards, indicate manufacturer, trade name, model or catalog designation, and reference standards.

SUBMITTAL PROCEDURES 013300 - 3

1.6 PRODUCT DATA

A. Product Data: Action Submittal: Submit to Architect/Engineer for review for assessing conformance with information given and design concept expressed in Contract Documents.

B. Submit number of copies Contractor requires, plus two copies Architect/Engineer will retain.

C. Submit electronic submittals via email as PDF electronic files.

D. Mark each copy to identify applicable products, models, options, and other data. Supplement manufacturers' standard data to provide information specific to this Project.

E. Indicate product utility and electrical characteristics, utility connection requirements, and location of utility outlets for service for functional equipment and appliances.

F. After review, produce copies and distribute according to "Submittal Procedures" Article and for record documents described in Section 017000 - Execution and Closeout Requirements.

1.7 ELECTRONIC CAD FILES OF PROJECT DRAWINGS

A. Electronic CAD Files of Project Drawings: May only be used to expedite production of Shop

Drawings for the Project. Use for other Projects or purposes is not allowed.

B. Electronic CAD Files of Project Drawings: Distributed only under the following conditions:

1. Use of files is solely at receiver's risk. Architect/Engineer does not warrant accuracy of files. Receiving files in electronic form does not relieve receiver of responsibilities for measurements, dimensions, and quantities set forth in Contract Documents. In the event of ambiguity, discrepancy, or conflict between information on electronic media and that in Contract Documents, notify Architect/Engineer of discrepancy and use information in hard-copy Drawings and Specifications.

2. CAD files do not necessarily represent the latest Contract Documents, existing conditions, and as-built conditions. Receiver is responsible for determining and complying with these conditions and for incorporating addenda and modifications.

3. User is responsible for removing information not normally provided on Shop Drawings and removing references to Contract Documents. Shop Drawings submitted with information associated with other trades or with references to Contract Documents will not be reviewed and will be immediately returned.

4. Receiver shall not hold Architect/Engineer responsible for data or file clean-up required to make files usable, nor for error or malfunction in translation, interpretation, or use of this electronic information.

5. Receiver shall understand that even though Architect/Engineer has computer virus scanning software to detect presence of computer viruses, there is no guarantee that computer viruses are not present in files or in electronic media.

6. Receiver shall not hold Architect/Engineer responsible for such viruses or their consequences, and shall hold Architect/Engineer harmless against costs, losses, or damage caused by presence of computer virus in files or media.

C. Costs: $150 per file, plus administrative fee of $50 per request paid in advance by certified check or money order payable to Architect/Engineer.

SUBMITTAL PROCEDURES 013300 - 4

1.8 SHOP DRAWINGS

A. Shop Drawings: Action Submittal: Submit to Architect/Engineer for assessing conformance with information given and design concept expressed in Contract Documents.

B. Indicate special utility and electrical characteristics, utility connection requirements, and location of utility outlets for service for functional equipment and appliances.

C. When required by individual Specification Sections, provide Shop Drawings signed and sealed by a professional Engineer responsible for designing components shown on Shop Drawings.

1. Include signed and sealed calculations to support design.

2. Submit Shop Drawings and calculations in form suitable for submission to and approval by authorities having jurisdiction.

3. Make revisions and provide additional information when required by authorities having jurisdiction.

D. Submit electronic submittals via email as PDF electronic files.

E. After review, produce copies and distribute according to "Submittal Procedures" Article and for record documents described in Section 017000 - Execution and Closeout Requirements.

1.9 SAMPLES

A. Samples: Action Submittal: Submit to Architect/Engineer for assessing conformance with information given and design concept expressed in Contract Documents.

B. Samples for Selection as Specified in Product Sections:

1. Submit to Architect/Engineer for aesthetic, color, and finish selection.

2. Submit Samples of finishes, textures, and patterns for Architect/Engineer selection.

C. Submit Samples to illustrate functional and aesthetic characteristics of products, with integral parts and attachment devices. Coordinate Sample submittals for interfacing work.

D. Include identification on each Sample, with full Project information.

E. Submit number of Samples specified in individual Specification Sections; Architect/Engineer will retain two Samples.

F. Reviewed Samples that may be used in the Work are indicated in individual Specification

Sections.

G. Samples will not be used for testing purposes unless specifically stated in Specification Section.

H. After review, produce copies and distribute according to "Submittal Procedures" Article and for record documents described in Section 017000 - Execution and Closeout Requirements.

1.10 OTHER SUBMITTALS

A. Closeout Submittals: Comply with Section 017000 - Execution and Closeout Requirements.

SUBMITTAL PROCEDURES 013300 - 5

B. Informational Submittal: Submit data for Architect/Engineer's knowledge as Contract administrator or for Owner.

C. Submit information for assessing conformance with information given and design concept expressed in Contract Documents.

1.11 TEST REPORTS

A. Informational Submittal: Submit reports for Architect/Engineer's knowledge as Contract administrator or for Owner.

B. Submit test reports for information for assessing conformance with information given and design concept expressed in Contract Documents.

1.12 CERTIFICATES

A. Informational Submittal: Submit certification by manufacturer, installation/application

Subcontractor, or Contractor to Architect/Engineer, in quantities specified for Product Data.

B. Indicate material or product conforms to or exceeds specified requirements. Submit supporting reference data, affidavits, and certifications as appropriate.

C. Certificates may be recent or previous test results on material or product but must be acceptable to Architect/Engineer.

1.13 MANUFACTURER'S INSTRUCTIONS

A. Informational Submittal: Submit manufacturer's installation instructions for

Architect/Engineer's knowledge as Contract administrator or for Owner.

B. Submit printed instructions for delivery, storage, assembly, installation, startup, adjusting, and finishing, to Architect/Engineer in quantities specified for Product Data.

C. Indicate special procedures, perimeter conditions requiring special attention, and special environmental criteria required for…