IFB 26001 Meadows Roof Replacement Project Manual.pdf
PDF 4 MB Posted
- Attached to
- Roof Replacement
- Solicitation number
- IFB26001
- Issued by
- Orange County, Woodlawn Beach CDP, Florida
About this file
This Invitation for Bids (IFB) No. B26001 is issued by the Winter Park Housing Authority for the Meadows at Margaret Square Roof Replacement Project located at 718 Margaret Square, Winter Park, Florida 32789. The project requires the complete removal and replacement of roofs for Buildings 3, 5, 6, 8, 13, 14, 16, 18, 22, and 23, along with partial roof replacements for Buildings 10, 11, and the office building. The project specifications are dated May 18, 2026, and were prepared by Bessolo Design Group, Inc. Bidders are required to submit sealed proposals in quadruplicate on their company letterhead. The bid proposal must remain valid for ninety (90) calendar days following the bid opening, and the selected contractor must execute the formal contract and furnish performance and payment bonds within ten (10) days of written notification of acceptance. Work must commence within ten (10) calendar days of receiving written notice to proceed and be completed within a specified number of consecutive calendar days, with detailed time requirements to be included in the bid submission.
The bid must include a lump sum price breakdown organized by division, with all alternates clearly priced separately and noted as required for bid completeness. Liquidated damages are set at $300.00 per calendar day for failure to complete work by the stipulated date. A bid bond of not less than 5% of the base bid amount is required, and performance and payment bonds must each equal 100% of the contract sum. The project is HUD-funded and subject to prevailing wage requirements and Davis-Bacon Act compliance, with wage determinations available on sam.gov. A 15% Minority Business Enterprise (MBE) participation goal is mandated, and the contractor must submit an MBE Utilization Summary demonstrating achievement of the goal or good faith efforts to meet it. Insurance requirements include Commercial General Liability coverage of $2,000,000 per occurrence and $4,000,000 general aggregate, along with workers' compensation, automobile liability, and employers' liability coverage. Contractor questions regarding bid interpretation should be submitted in writing to Bessolo Design Group's project manager at (727) 894-4453 or (727) 896-8662.
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INVITATION FOR BIDS (IFB)
No. B26001
The Meadows Roof Replacement 718 Margaret Square
Winter Park, FL 32789
Project Manual and Specifications Provided by:
Bessolo Design Group, Inc.
Project 26010
1 Beach Drive SE, Suite 201M ▪ St. Petersburg, Florida 33701
(727) 894-4453 ▪ (727) 896-8662
WPHA TO 2 MEADOWS AT MARGARET
SQUARE ROOF REPLACEMENT
COMMISSION #: 26010
PROJECT MANUAL
VOLUME I
MAY 18, 2026
PROJECT MANUAL
TABLE OF CONTENTS
May 18, 2026
DIVISION 0 – DOCUMENTATION – HUD PROJECTS
00100 -1 Instructions to Bidders 5/18/2026
00110 -1 Supplementary Instructions to Bidders 5/18/2026
00300 -7 Bid Proposal Form 5/18/2026
00310 -2 Sworn Statement under Section 287.133(3)(A) 5/18/2026
00320 -1 Representations, Certifications & Other Statements 5/18/2026
3 HUD 5369ARepresentations, Certifications and Other Statements
00330–1 Form of Non-Collusive Affidavit 5/18/2026
00340–1 Previous Participation Certificate
4 HUD Form 2530 Previous Participation Certificate
00500–2 Agreement Between Owner and Contractor
39 AIA A201-2017 - General Conditions
00600 -1 Insurance & Bonds 5/18/2026
00701-7 AIA A101-2017 – Exhibit A
00702-5 Supplementary Conditions to AIA A201-2017 5/18/2026
00710-19 HUD 5370 General Conditions for Construction Contracts
00711-5 Supplementary General Conditions to HUD Form 5370 5/18/2026
00720-4 HUD 2554 Supplementary Conditions of Contract for Construction
00800-1 Wage Determination 5/18/2026
6 General Decision BY COUNTY - SEE https://sam.gov/content/wage-determinations FOR CURRENT RATES
00900 - 1 Supplementary Information 5/18/2026
DIVISION 1 – GENERAL DATA
01010 - 3 Summary of Work 5/18/2026
01020 - 3 Allowances 5/18/2026
01026 - 2 Unit Prices 5/18/2026
01030 - 2 Alternates 5/18/2026
01035 - 3 Modification Procedures 5/18/2026
01039 - 3 Coordination and Meetings 5/18/2026
01040 - 3 Coordination 5/18/2026
01045 - 5 Cutting and Patching 5/18/2026
01050 - 3 Field Engineering 5/18/2026
01105 - 5 Rodent Control 5/18/2026
01200 - 2 General Provisions 5/18/2026
01300 - 6 Submittals 5/18/2026
01301 - 11 Project Management & Coordination 5/18/2026
G716
RFI Evaluation
01302 - 3 Construction Progress Documentation 5/18/2026
01303 - 3 Photographic Documentation 5/18/2026
01304 - 10 Product Requirements 5/18/2026
01400 - 3 Quality Control 5/18/2026
01421 - 21 Reference Standards & Definitions 5/18/2026
WPHA TO 2 MEADOWS AT
MARGARET SQUARE ROOF REPLACEMENT 26010.00
https://sam.gov/content/wage-determinations
Table of Contents Page 2 of 2
01500 - 10 Construction Facilities & Temporary Controls 5/18/2026
01503 - 10 Execution 5/18/2026
01600 - 4 Materials & Equipment 5/18/2026
01631 - 3 Substitutions 5/18/2026
01700 - 4 Contract Closeout 5/18/2026
01730 - 4 Operation and Maintenance Data 5/18/2026
01731 - 3 Product Record Documents 5/18/2026
01732 - 6 Demonstration & Training 5/18/2026
01740 - 2 Warranties & Bonds 5/18/2026
01805 - 2 Clean Up 5/18/2026
DIVISION 2 – SITE CONSTRUCTION
02070 - 8 Selective Demolition 5/18/2026
DIVISION 3 – CONCRETE – Not Used
DIVISION 5 – METALS – Not Used
DIVISION 6 – WOOD & PLASTICS
06100 - 21 Rough Carpentry 5/18/2026
06101 - 3 Sheathing 5/18/2026
06153 - 2 Miscellaneous Rough Carpentry 5/18/2026
DIVISION 7 – THERMAL PROTECTION & MOISTURE
07311 - 3 Fiberglass Shingles 5/18/2026
DIVISION 8 – DOORS & WINDOWS – Not Used
DIVISION 9 – FINISHES – Not Used
DIVISION 10 – SPECIALTIES – Not Used
DIVISION 11 – EQUIPMENT – Not Used
DIVISION 12 – FURNISHINGS – Not Used
DIVISION 13 – SPECIAL CONSTRUCTION – Not Used
DIVISION 14 – CONVEYING SYSTEMS – Not Used
WPHA TO 2 MEADOWS AT
MARGARET SQUARE ROOF REPLACEMENT 26010.00
INSTRUCTIONS TO BIDDERS
SECTION 00100-1
SECTION 00100
INSTRUCTIONS TO BIDDERS
PART 1- GENERAL
DESCRIPTION OF WORK
See Section 00110 "Supplementary Instructions to Bidders" for modifications to HUD Form 5369.
Per the attached Plans & Specifications dated May 18, 2026, remove and replace the entire roofs for Buildings 3, 5, 6, 8, 13, 14, 16, 18, 22,23. Buildings 10, 11 and office have partial roof replacements.
END OF SECTION
SUPPLEMENTARY INSTRUCTIONS TO BIDDERS
SECTION 00110-1
SECTION 00110
SUPPLEMENTARY INSTRUCTION TO BIDDERS
PART I – GENERAL
1.01 SCOPE
A. This Section sets forth the modifications and additions to Section 00100 "Instructions to Bidders" HUD Form 5369.
B. In those instances that a clause is amended, modified, voided, or superseded, the provisions of such Clause not specifically amended, modified, voided or superseded shall remain in effect. Should a conflict exist between the provisions of the Agreement, and those of the Specifications, the requirements of the Agreement shall apply.
1.02 MODIFICATIONS AND ADDITIONS
A. Clause 2, add the following subclause (C): "(C) Contractor must submit questions concerning interpretations and bidding in writing to: Bessolo Design Group, Contact: Project Manager 1 Beach Drive SE, Suite 201M, St.
Petersburg, FL 33702 (727.894.4453)/ph or (727) 896-8662 fax).
BID PROPOSAL FORM
SECTION 00300 - 1
SECTION 00300
PROPOSAL FORM
(Submit in quadruplet on Contractor's Letterhead)
DATE:
TIME:
For: Meadows at Margaret Square Roof Replacements
Gentlemen:
The undersigned, hereinafter called "Bidder," having visited the site of the proposed project and familiarized himself with the local conditions, nature and extent of the Work, and having examined carefully the Drawings, Specifications, the Form of Agreement, and other Contract Documents with the Bond requirements therein, proposes to furnish all labor, materials, equipment and other items, facilities, and services for the proper execution and completion of ______________________________________________, in full accordance with the Advertisement for Bid, Invitation to Bid, Instructions to Bidders, and all other documents relating thereto, on file in the office of
___________________________ and, if awarded the Contract, to complete the said Work within the time limits specified or stipulated herein for the following Bid price.
Base Bid: ___________________________________________________________
Dollars $ __________________________________________________________
With foregoing as a Base Bid, the following cost of alternate proposals are submitted in accordance with the drawings and specifications.
The Bidder hereby agrees that:
a. The above proposal shall remain in full force and effect for a period of ninety (90) calendar days after the time and date of receipt of Bids and that this Bidder will not revoke or cancel this proposal or withdraw from the competition within the said ninety (90) calendar days.
b. In case he be notified in writing by mail, telegraph, or delivery of the acceptance of this proposal within ninety
(90) days after the time set for the opening of bids, the undersigned agrees to execute within ten (10) days a formal written contract for the work for the above stated compensation and at the time to furnish and deliver to the Owner a Performance Bond and a Payment Bond in accordance with the requirements of the
Supplementary General Conditions of the Contract, both in an amount equal to 100% of the contract sum or shall assure completion per Clause 10 of HUD- Form 5369. The premium for such bond will be paid by the
Prime Contractor.
c. The undersigned agrees to commence actual physical work on the site with adequate force and equipment within ten (10) calendar days of the date of receipt of written notice to commence and to complete fully all work within ____ consecutive calendar days from and including said date.
d. Enclosed herewith is a bid bond in the amount of __________ Dollars ($) (being not less than 5% of the Base
Bid). The undersigned agrees that the above stated amount is the proper measure of liquidated damages, which the Owner will sustain by the failure of the undersigned to execute the contract and to furnish the
Performance Bond and Payment Bond in case this proposal is accepted, and further agrees to the following:
*If this proposal is accepted within ninety (90) after the date set for the opening of bids and the undersigned fails to execute the contract within ten (10) days after notice of such acceptance or if he fails to furnish both
Performance Bond and Payment Bond, and proper insurance, the obligation of the bid bond will remain in full force and effect and money payable thereon shall be paid into the funds of the Owner as liquidated damages for such failures; otherwise, obligation of the Bond will be null and void.
WPHA TO 2 MEADOWS AT
SECTION 00300 - 2
*If the Contractor should fail, for reasons other than enumerated in General Condition HUD Form 5370, Clause 32, “Default” and other applicable clauses subsequently determined as nonjustifiable by the Owner to complete the project by the stipulated time, then the Contractor shall hereby agree as condition on this contract to pay to the Owner, amounts in accordance with the following, not as a penalty but as liquidated damages for such breach of contract, for each calendar day that the Contractor shall be in default after stipulated date.
LIQUIDATED DAMAGES $300.00 per Day
The above amount is agreed upon as a proper measure of liquidated damages which Owner will sustain per day, by failure of Contractor to complete work at stipulated time and is not construed in any penalty.
Attached is a fully and truthfully executed form HUD-5369, "Representation, Certifications, and other Statements of
Bidders – Public and Indian Housing Programs."
Attached is an affidavit in proof that the undersigned has not entered into any collusion with any person in respect to this proposal or any other proposals for the contract for which this proposal is submitted.
Attached is a Sworn Statement Pursuant to Section 287.133 (3)(a), Florida Statues, on Public Entity Crimes.
Note: The penalty for making false statements in offer is prescribed in 18 U.S.C. 1001.
SECTION 00300 - 3
This total base price includes all sitework and general construction, electrical and mechanical work shown and called for by the drawings and specifications.
LUMP SUM PRICE BREAKDOWN:
The undersigned further states that the Lump Sum Price noted above, when broken down, is comprised of the following costs for the ___________________ (does not include any of the Alternate Prices), which are not for the addition to or deletion from the Base Bid. The breakdown is required for the bid to be considered complete.
DIVISION 1 – GENERAL CONDITIONS $
(Provide separate detail page)
DIVISION 2 – SITEWORK
02070 Selective Demolition $
Other Division 2 Work (provide detail page) $
DIVISION 2 – TOTAL $
DIVISION 3 – Concrete – Not Used $
DIVISION 4 – Masonry – Not Used
DIVISION 5 – Metals – Not Used $
Other Division 5 Work (provide detail page) $
DIVISION 5 – TOTAL $
DIVISION 6 – Wood & Plastics
06101 Sheathing $
06153 Miscellaneous Rough Carpentry $
Other Division 6 Work (provide detail page) $
DIVISION 7 – Thermal & Moisture Protection
07311 Fiberglass Shingles $ _____________ Other Division 7 Work (provide detail page) $
DIVISION 7 – TOTAL $
DIVISION 8 – Doors & Glass – Not Used
DIVISION 9 – Finishes – Not Used
DIVISION 10 – Specialties – Not Used $
DIVISION 11 – Equipment – Not Used $
DIVISION 12 – Furnishings – Not Used
DIVISION 13 – Special Construction – Not Used
DIVISION 14 – Conveying Systems – Not Used
DIVISION 15 – Mechanical – Not Used
SECTION 00300 - 4
DIVISION 16 – Electrical – Not Used
FEE $
INSURANCE $
PAYMENT AND PERFORMANCE BOND $
TOTAL LUMP SUM BASE BID $
ALTERNATES
The Undersigned proposes the following alternate prices for work more fully described in the Contract Documents.
It is understood that the Owner shall accept or reject the alternates as his own best interests shall determine. All alternates noted with “(Price Required): are to be completed for the Bid Proposal to be considered complete. None of the alternate Prices are to be included in the Lump Sum Base Bid Price. All alternate prices are to include full compensation for the work including overhead and profit.
ALTERNATE NO. 1: (Price Required)
ALTERNATE NO. 2: (Price Required)
ALTERNATE NO. 3: (Price Required)
ADD/DEDUCT $
ALTERNATE NO. 4: (Price Required)
ADD/DEDUCT $
BID ACCEPTANCE:
In submitting this proposal, the undersigned understands that the right is reserved by the Architect to reject any and all bids or parts thereof and to waive any informalities, defects or irregularities in the bids, as may be deemed in its best interest. If written notice of acceptance of this proposal is mailed, telegraphed, faxed, or delivered to the undersigned within forty-five (45) days after the opening thereof, or at any time thereafter before this Proposal is withdrawn, the undersigned agrees to execute and deliver the Contract in the prescribed form and furnish a
Performance and Payment Bond, each in a sum equal to 100% of the total contract price, and the policies of insurance or certificates of insurance within seven (7) days after the Contract is executed by the Owner.
TIME OF COMPLETION:
We, the undersigned agree to commence with construction within calendar days after signing a Contract, and to complete the project within ________ calendar days after Notice To Proceed from the Owner. Contract includes
_________ days of inclement weather. Time is of the essence in this project, and the contract will provide that if the contractor fails to commence work and complete the project in the time frame stated above, or an approved extension thereof, the contractor shall pay to the Owner as fixed, agreed and liquidated damages, but not as a penalty, the sum of $300.00 for each calendar day of delay.
We, the undersigned, acting through its authorized officers and intending to be legally bound, agree that this Bid
Proposal shall constitute an offer by the undersigned to enter into a contract with the acts and things therein provided, which offer shall be irrevocable for a period of 60 calendar days from the date of the opening hereof and that the Owner may accept this offer at any time during said period by notifying the undersigned of the acceptance
WPHA TO 2 MEADOWS AT
SECTION 00300 - 5
of said offer. To the extent the period specified herein is in excess of any period specified by law for award of contract, submissions of this Proposal constitutes the written consent of the undersigned to an extension of time for award of the contract to the end of such period.
ADDENDA:
The undersigned agrees that the following addenda, which have been issued during the bidding period, have been received and have been considered both before and in the preparation of this proposal.
Addendum No. dated
CONTRACTOR’S STATEMENTS OF BID QUALIFICATION:
ADDRESS, LEGAL STATUS AND SIGNATURE OF BIDDER:
The undersigned Bidder does hereby designate the address given below as the legal address to which all notices, directions, or other communications shall be served or mailed.
The undersigned in submitting this proposal to Bessolo Design Group, Inc., and in consideration of receipt and consideration of this proposal by Bessolo Design Group, Inc., intends to be legally bound by this proposal.
The undersigned Bidder does hereby declare that the Bidder has the legal status checked below:
Individual ____________ Partnership
Corporation incorporated under the laws of_____________ .
See M.B.E. Utilization Summary 00711, page 4.
Florida Construction Industries Licensing Board Certification.
(Name of Holder) (Certificate no.)
In witness whereof, the bidder has hereunto set this signature and affixed his seal this
______day of___________________, 202___ AD.
(CORPORATE SEALED IF BIDDER IS A CORPORATION)
BIDDER: _____________________________________
NAME
BY: _____________________________________
NAME
TITLE
Witness (Secretary's Attest) if Bidder is Corporation
WPHA TO 2 MEADOWS AT
REPRESENTATIONS, CERTIFICATIONS AND OTHER
STATEMENTS OF BIDDERS
SECTION 00320 -1
SECTION 00320
REPRESENTATIONS, CERTIFICATIONS AND OTHER
STATEMENTS OF BIDDERS
DESCRIPTION OF WORK:
HUD Form 5369-A "Representations, Certifications, and other Statements of Bidders – Public and
Indian Housing, " pages one through three inclusive, dated November 1992 follow this Section and are hereby included in the Project Manual and are incorporated into the Contract Documents.
Bidders shall include a fully and truthfully executed original of this form, along with the specified number of conformed copies, with the bid package. Failure to do so may be grounds for rejection of the bid as being non-responsive. Bidders must fill in the appropriate information in the blank spaces of the form and check the appropriate boxes where applicable. Bidders are hereby informed that certain clauses may or may not be applicable to this solicitation, based upon the dollar value of the bid proposal being submitted. Bidders shall be solely responsible for determining the applicable clauses where the contract dollar amount (amount of the bid proposal) is the deciding factor. Where the contract amount may be affected by bid alternates, Bidders shall complete the form based upon the highest possible dollar value.
For purposes of this solicitation, bidders are hereby informed that Clause 8 of the following Form
HUD-5369-A is not applicable.
PREVIOUS PARTICIPATION CERTIFICATE
SECTION 00340-1
SECTION 00340
PREVIOUS PARTICIPATION CERTIFICATE
PART I - GENERAL
HUD Form 2530, "Previous Participation Certificate", pages one and two inclusive; and "Instructions for Completing the Previous Participation Certificate, HUD Form 2530,” pages one and two inclusive are included herein on the following pages. These forms may be submitted as part of the bid package. If not submitted as part of the bid package, the successful bidder shall submit a fully and truthfully executed certificate within three (3) working days of the bid opening. Failure to submit the certificate by that date may render the bid non-responsive. No contract award will be made without a properly executed certificate which has been reviewed by HUD and based upon that review, a
HUD authorization to award has been received by the Owner.
The Bidder shall indicate whether or not this document is included with the bid package at Clause
12 of form HUD-5369-A, "Representation, Certifications, and other Statement of Bidders – Public and Indian Housing Programs" include in this Project Manual at Section 00320.
AGREEMENT BETWEEN OWNER AND CONTRACTOR
SECTION 00500-1
SECTION 00500
(AIA Document A101-2017)
THIS AGREEMENT
made this ___________day of ______________in the year Two thousand _____________
BY AND BETWEEN
___________________ Housing Authority hereinafter called the OWNER, and
(Contractor's Name, Address & Federal Tax ID No.)
hereinafter called the CONTRACTOR
The Owner and the Contractor agree as set forth below.
ARTICLE 1. THE CONTRACT DOCUMENTS – The Contract Documents consist of this Agreement, the Contractor's proposal, conditions of the Contract (General, Supplementary and other
Conditions), Drawings, Specifications, all Addenda issued prior to execution of this Agreement and all Modifications issued subsequent thereto. These form the Contract, and all are as fully a part of the Contract as if attached to this Agreement or repeated herein. An enumeration of the drawings, specifications and addenda is a follows:
DRAWINGS: (PROJECT NUMBER, PROJECT TITLE, NUMBER OF PAGES OF DRAWINGS & WHO
PREPARED BY)
SPECIFICATIONS: (PROJECT NUMBER, PROJECT TITLE & WHO PREPARED BY)
ADDENDA: (EACH ADDENDUM NUMBER, DATE & NUMBER OF PAGES)
In event of conflict in the provision of said Contract Documents, or any of them, the provisions of the basic Agreement which immediately precedes the Signatures of the parties shall control over the
Specifications, the General Conditions and Supplementary General Conditions, and the
Supplementary General Conditions shall control over the General Conditions of said Standard Form
A201 of the American Institute of Architects. The General Conditions of Contract will control over all the other parts of the contract documents. In the event of a conflict between the Specifications and the Drawings the Specifications will control.
ARTICLE 2. The Contractor shall perform all the work required by the Contract Documents for items as specified in the (BASE BID & ALTERNATE NOS.).
ARTICLE 3 CONTRACT SUM – The owner shall pay the Contractor for the performance of the work, subject to additions and deductions by Change Order as provided in the Conditions of the contract, in current funds, the Contract Sum of (Amount of Contract in Alphabetical Terms
WPHA TO 2 MEADOWS AT
SECTION 00500-2
Followed By Amount in Numerical Terms.)
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year first written above.
CONTRACTOR OWNER
APPROVED: APPROVED:
By__________________________________ By___________________________________
Corporate President's Signature Owner's Signature
ATTEST: AS WITNESSED:
By_________________________________ By___________________________________
Corporate Secretary's Signature Witness's Signature
AS WITNESSED:
By_________________________________ APPROVED AS TO FORM AND
Witness's Signature LEGALITY:
By_________________________________
CORPORATE SEAL Office of the General Counsel
INSURANCE AND BONDS
SECTION 00600 – 1
SECTION 00600
INSURANCE AND BONDS
PART 1 - GENERAL
1.01 RELATED DOCUMENTS
A. Drawings and General Provisions of the Contract, including General and Supplementary
Conditions and Division 1 Specifications, apply to this section.
1.02. BONDS
A. PERFORMANCE AND PAYMENT BONDS shall be furnished to the Owner, by the
Contractor, in an amount equal to 100 percent of the Contract sum as security for the faithful performance of the Contract and the payment of all persons performing labor and furnishing materials in connection with the Contract. Said payment bond shall also be executed in statutory bond and filed in the office of the Clerk of the District Court of the county in which the Project is located. Contractor shall provide the Owner with a certified copy of said statutory bond as so filed.
B. BONDS FURNISHED shall be written by a SURETY approved by the US. Treasury
Department and licensed to do business in the State in which the Project is located. No work shall be commenced until bonds are in force.
C. FORM OF BOND shall be AlA Document A312, 2010 edition, issued and approved by the American Institute of Architects.
D. POWER OF ATTORNEY for the surety company agent must accompany each bond issued, and must be certified to include the date of the bonds.
E. PROVIDE TRIPLICATE COPIES of the bond forms and power of attorney.
1.03. INSURANCE
A. See AIA A101-2017 Exhibit A for required coverage.
PART 2 - MATERIALS
Not Used
PART 3 - EXECUTION
GENERAL CONDITIONS
SECTION 00701-1
SECTION 00701
GENERAL CONDITIONS
PART 1 - GENERAL
1.01 RELATED DOCUMENTS
A. Drawings and General Provisions of the Contract, including General and Supplementary
Conditions and Division 1 Specifications, apply to this section.
B. Refer to Section 00811 for the amendments to these General Conditions.
1.02 CONTRACTS
A. The Standard Form AIA Document No. A201, “General Conditions for the Contract for
Construction”, 2017, are hereby made a part of this specification to the same extent as they are herein written out in full.
PART 2 - PRODUCTS
PART 3 - EXECUTION
D R
A F
T
DRAFT AIA
Document A101TM – 2017
Exhibit A
Insurance and Bonds
AIA Document A101™ – 2017 Exhibit A. Copyright © 2017 by The American Institute of Architects. All rights reserved. WARNING: This AIA®
Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 09:37:17 ET on 04/16/2019 under Order No.7261819735 which expires on 06/09/2019, and is not for resale.
User Notes: (1466185782)
ADDITIONS AND DELETIONS:
The author of this document has added information needed for its completion.
The author may also have revised the text of the original AIA standard form.
An Additions and Deletions
Report that notes added information as well as revisions to the standard form text is available from the author and should be reviewed.
This document has important legal consequences.
Consultation with an attorney is encouraged with respect to its completion or modification.
This document is intended to be used in conjunction with AIA Document A201™–
2017, General Conditions of the Contract for
Construction. Article 11 of
A201™–2017 contains additional insurance provisions.
ELECTRONIC COPYING of any portion of this AIA® Document to another electronic file is prohibited and constitutes a violation of copyright laws as set forth in the footer of this document.
This Insurance and Bonds Exhibit is part of the Agreement, between the Owner and the
Contractor, dated the « » day of « » in the year «2019 »
(In words, indicate day, month and year.)
for the following PROJECT:
(Name and location or address)
Jackson Court HVAC Renovation
Orlando Housing Authority
523 West Jackson Street
Orlando, FL
THE OWNER:
(Name, legal status and address)
St. Petersburg Housing Authority
2001 Gandy Blvd. North
St. Petersburg, FL 33712
THE CONTRACTOR:
(Name, legal status and address)
TBD
TABLE OF ARTICLES
A.1 GENERAL
A.2 OWNER’S INSURANCE
A.3 CONTRACTOR’S INSURANCE AND BONDS
A.4 SPECIAL TERMS AND CONDITIONS
ARTICLE A.1 GENERAL
The Owner and Contractor shall purchase and maintain insurance, and provide bonds, as set forth in this Exhibit. As used in this Exhibit, the term General Conditions refers to
AIA Document A201™–20117, General Conditions of the Contract for Construction.
ARTICLE A.2 OWNER’S INSURANCE
§ A.2.1 General Prior to commencement of the Work, the Owner shall secure the insurance, and provide evidence of the coverage, required under this Article A.2 and, upon the Contractor’s request, provide a copy of the property insurance policy or policies required by Section
A.2.3. The copy of the policy or policies provided shall contain all applicable conditions, definitions, exclusions, and endorsements.
A F
T
AIA Document A101™ – 2017 Exhibit A. Copyright © 2017 by The American Institute of Architects. All rights reserved. WARNING: This AIA®
Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 09:37:17 ET on 04/16/2019 under Order No.7261819735 which expires on 06/09/2019, and is
§ A.2.2 Liability Insurance The Owner shall be responsible for purchasing and maintaining the Owner’s usual general liability insurance.
§ A.2.3 Required Property Insurance § A.2.3.1 Unless this obligation is placed on the Contractor pursuant to Section A.3.3.2.1, the Owner shall purchase and maintain, from an insurance company or insurance companies lawfully authorized to issue insurance in the jurisdiction where the Project is located, property insurance written on a builder's risk “all-risks” completed value or equivalent policy form and sufficient to cover the total value of the entire Project on a replacement cost basis. The
Owner’s property insurance coverage shall be no less than the amount of the initial Contract Sum, plus the value of subsequent Modifications and labor performed and materials or equipment supplied by others. The property insurance shall be maintained until Substantial Completion and thereafter as provided in Section A.2.3.1.3, unless otherwise provided in the Contract Documents or otherwise agreed in writing by the parties to this Agreement. This insurance shall include the interests of the Owner, Contractor, Subcontractors, and Sub-subcontractors in the Project as insureds. This insurance shall include the interests of mortgagees as loss payees.
§ A.2.3.1.1 Causes of Loss. The insurance required by this Section A.2.3.1 shall provide coverage for direct physical loss or damage, and shall not exclude the risks of fire, explosion, theft, vandalism, malicious mischief, collapse, earthquake, flood, or windstorm. The insurance shall also provide coverage for ensuing loss or resulting damage from error, omission, or deficiency in construction methods, design, specifications, workmanship, or materials. Sub-limits, if any, are as follows:
(Indicate below the cause of loss and any applicable sub-limit.)
Causes of Loss Sub-Limit
§ A.2.3.1.2 Specific Required Coverages. The insurance required by this Section A.2.3.1 shall provide coverage for loss or damage to falsework and other temporary structures, and to building systems from testing and startup. The insurance shall also cover debris removal, including demolition occasioned by enforcement of any applicable legal requirements, and reasonable compensation for the Architect’s and Contractor’s services and expenses required as a result of such insured loss, including claim preparation expenses. Sub-limits, if any, are as follows:
(Indicate below type of coverage and any applicable sub-limit for specific required coverages.)
Coverage Sub-Limit
§ A.2.3.1.3 Unless the parties agree otherwise, upon Substantial Completion, the Owner shall continue the insurance required by Section A.2.3.1 or, if necessary, replace the insurance policy required under Section A.2.3.1 with property insurance written for the total value of the Project that shall remain in effect until expiration of the period for correction of the Work set forth in Section 12.2.2 of the General Conditions.
§ A.2.3.1.4 Deductibles and Self-Insured Retentions. If the insurance required by this Section A.2.3 is subject to deductibles or self-insured retentions, the Owner shall be responsible for all loss not covered because of such deductibles or retentions.
§ A.2.3.2 Occupancy or Use Prior to Substantial Completion. The Owner’s occupancy or use of any completed or partially completed portion of the Work prior to Substantial Completion shall not commence until the insurance company or companies providing the insurance under Section A.2.3.1 have consented in writing to the continuance of coverage. The Owner and the Contractor shall take no action with respect to partial occupancy or use that would cause cancellation, lapse, or reduction of insurance, unless they agree otherwise in writing.
§ A.2.3.3 Insurance for Existing Structures If the Work involves remodeling an existing structure or constructing an addition to an existing structure, the Owner shall purchase and maintain, until the expiration of the period for correction of Work as set forth in Section 12.2.2 of the General Conditions, “all-risks” property insurance, on a replacement cost basis, protecting the existing structure against direct physical loss or damage from the causes of loss identified in Section A.2.3.1, notwithstanding the undertaking of the Work. The Owner shall be responsible for all co-insurance penalties.
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AIA Document A101™ – 2017 Exhibit A. Copyright © 2017 by The American Institute of Architects. All rights reserved. WARNING: This AIA®
Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 09:37:17 ET on 04/16/2019 under Order No.7261819735 which expires on 06/09/2019, and is
§ A.2.4 Optional Extended Property Insurance.
The Owner shall purchase and maintain the insurance selected and described below.
(Select the types of insurance the Owner is required to purchase and maintain by placing an X in the box(es) next to the description(s) of selected insurance. For each type of insurance selected, indicate applicable limits of coverage or other conditions in the fill point below the selected item.)
[ « » ] § A.2.4.1 Loss of Use, Business Interruption, and Delay in Completion Insurance, to reimburse the
Owner for loss of use of the Owner’s property, or the inability to conduct normal operations due to a covered cause of loss.
[ « » ] § A.2.4.2 Ordinance or Law Insurance, for the reasonable and necessary costs to satisfy the minimum requirements of the enforcement of any law or ordinance regulating the demolition, construction, repair, replacement or use of the Project.
[ « » ] § A.2.4.3 Expediting Cost Insurance, for the reasonable and necessary costs for the temporary repair of damage to insured property, and to expedite the permanent repair or replacement of the damaged property.
[ « » ] § A.2.4.4 Extra Expense Insurance, to provide reimbursement of the reasonable and necessary excess costs incurred during the period of restoration or repair of the damaged property that are over and above the total costs that would normally have been incurred during the same period of time had no loss or damage occurred.
[ « » ] § A.2.4.5 Civil Authority Insurance, for losses or costs arising from an order of a civil authority prohibiting access to the Project, provided such order is the direct result of physical damage covered under the required property insurance.
[ « » ] § A.2.4.6 Ingress/Egress Insurance, for loss due to the necessary interruption of the insured’s business due to physical prevention of ingress to, or egress from, the Project as a direct result of physical damage.
[ « » ] § A.2.4.7 Soft Costs Insurance, to reimburse the Owner for costs due to the delay of completion of the
Work, arising out of physical loss or damage covered by the required property insurance: including construction loan fees; leasing and marketing expenses; additional fees, including those of architects, engineers, consultants, attorneys and accountants, needed for the completion of the construction, repairs, or reconstruction; and carrying costs such as property taxes, building permits, additional interest on loans, realty taxes, and insurance premiums over and above normal expenses.
§ A.2.5 Other Optional Insurance.
The Owner shall purchase and maintain the insurance selected below.
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AIA Document A101™ – 2017 Exhibit A. Copyright © 2017 by The American Institute of Architects. All rights reserved. WARNING: This AIA®
Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 09:37:17 ET on 04/16/2019 under Order No.7261819735 which expires on 06/09/2019, and is
(Select the types of insurance the Owner is required to purchase and maintain by placing an X in the box(es) next to the description(s) of selected insurance.)
[ « » ] § A.2.5.1 Cyber Security Insurance for loss to the Owner due to data security and privacy breach, including costs of investigating a potential or actual breach of confidential or private information.
(Indicate applicable limits of coverage or other conditions in the fill point below.)
[ « » ] § A.2.5.2 Other Insurance
(List below any other insurance coverage to be provided by the Owner and any applicable limits.)
Coverage Limits
ARTICLE A.3 CONTRACTOR’S INSURANCE AND BONDS
§ A.3.1 General § A.3.1.1 Certificates of Insurance. The Contractor shall provide certificates of insurance acceptable to the Owner evidencing compliance with the requirements in this Article A.3 at the following times: (1) prior to commencement of the Work; (2) upon renewal or replacement of each required policy of insurance; and (3) upon the Owner’s written request. An additional certificate evidencing continuation of commercial liability coverage, including coverage for completed operations, shall be submitted with the final Application for Payment and thereafter upon renewal or replacement of such coverage until the expiration of the periods required by Section A.3.2.1 and Section
A.3.3.1. The certificates will show the Owner as an additional insured on the Contractor’s Commercial General
Liability and excess or umbrella liability policy or policies.
§ A.3.1.2 Deductibles and Self-Insured Retentions. The Contractor shall disclose to the Owner any deductible or self-insured retentions applicable to any insurance required to be provided by the Contractor.
§ A.3.1.3 Additional Insured Obligations. To the fullest extent permitted by law, the Contractor shall cause the commercial general liability coverage to include (1) the Owner, the Architect, and the Architect’s consultants as additional insureds for claims caused in whole or in part by the Contractor’s negligent acts or omissions during the
Contractor’s operations; and (2) the Owner as an additional insured for claims caused in whole or in part by the
Contractor’s negligent acts or omissions for which loss occurs during completed operations. The additional insured coverage shall be primary and non-contributory to any of the Owner’s general liability insurance policies and shall apply to both ongoing and completed operations. To the extent commercially available, the additional insured coverage shall be no less than that provided by Insurance Services Office, Inc. (ISO) forms CG 20 10 07 04, CG 20
37 07 04, and, with respect to the Architect and the Architect’s consultants, CG 20 32 07 04.
§ A.3.2 Contractor’s Required Insurance Coverage § A.3.2.1 The Contractor shall purchase and maintain the following types and limits of insurance from an insurance company or insurance companies lawfully authorized to issue insurance in the jurisdiction where the Project is located. The Contractor shall maintain the required insurance until the expiration of the period for correction of
Work as set forth in Section 12.2.2 of the General Conditions, unless a different duration is stated below:
(If the Contractor is required to maintain insurance for a duration other than the expiration of the period for correction of Work, state the duration.)
§ A.3.2.2 Commercial General Liability § A.3.2.2.1 Commercial General Liability insurance for the Project written on an occurrence form with policy limits of not less than ($2,000,000) each occurrence, ($4,000,000) general aggregate, and « » ($ « » ) aggregate for products-completed operations hazard, providing coverage for claims including
.1 damages because of bodily injury, sickness or disease, including occupational sickness or disease, and death of any person;
.2 personal injury and advertising injury;
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AIA Document A101™ – 2017 Exhibit A. Copyright © 2017 by The American Institute of Architects. All rights reserved. WARNING: This AIA®
Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 09:37:17 ET on 04/16/2019 under Order No.7261819735 which expires on 06/09/2019, and is
.3 damages because of physical damage to or destruction of tangible property, including the loss of use of such property;
.4 bodily injury or property damage arising out of completed operations; and
.5 the Contractor’s indemnity obligations under Section 3.18 of the General Conditions.
§ A.3.2.2.2 The Contractor’s Commercial General Liability policy under this Section A.3.2.2 shall not contain an exclusion or restriction of coverage for the following:
.1 Claims by one insured against another insured, if the exclusion or restriction is based solely on the fact that the claimant is an insured, and there would otherwise be coverage for the claim.
.2 Claims for property damage to the Contractor’s Work arising out of the products-completed operations hazard where the damaged Work or the Work out of which the damage arises was performed by a Subcontractor.
.3 Claims for bodily injury other than to employees of the insured.
.4 Claims for indemnity under Section 3.18 of the General Conditions arising out of injury to employees of the insured.
.5 Claims or loss excluded under a prior work endorsement or other similar exclusionary language.
.6 Claims or loss due to physical damage under a prior injury endorsement or similar exclusionary language.
.7 Claims related to residential, multi-family, or other habitational projects, if the Work is to be performed on such a project.
.8 Claims related to roofing, if the Work involves roofing.
.9 Claims related to exterior insulation finish systems (EIFS), synthetic stucco or similar exterior coatings or surfaces, if the Work involves such coatings or surfaces.
.10 Claims related to earth subsidence or movement, where the Work involves such hazards.
.11 Claims related to explosion, collapse and underground hazards, where the Work involves such hazards.
§ A.3.2.3 Automobile Liability covering vehicles owned, and non-owned vehicles used, by the Contractor, with policy limits of not less than ($1,000,000) per accident, for bodily injury, death of any person, and property damage arising out of the ownership, maintenance and use of those motor vehicles along with any other statutorily required automobile coverage.
§ A.3.2.4 The Contractor may achieve the required limits and coverage for Commercial General Liability and
Automobile Liability through a combination of primary and excess or umbrella liability insurance, provided such primary and excess or umbrella insurance policies result in the same or greater coverage as the coverages required under Section A.3.2.2 and A.3.2.3, and in no event shall any excess or umbrella liability insurance provide narrower coverage than the primary policy. The excess policy shall not require the exhaustion of the underlying limits only through the actual payment by the underlying insurers.
§ A.3.2.5 Workers’ Compensation at statutory limits.
§ A.3.2.6 Employers’ Liability with policy limits not less than ($1,000,000) each accident, « » ($ « » ) each employee, and « » ($ « » ) policy limit.
§ A.3.2.7 Jones Act, and the Longshore & Harbor Workers’ Compensation Act, as required, if the Work involves hazards arising from work on or near navigable waterways, including vessels and docks
§ A.3.2.8 If the Contractor is required to furnish professional services as part of the Work, the Contractor shall procure Professional Liability insurance covering performance of the professional services, with policy limits of not less than « » ($ « » ) per claim and « » ($ « » ) in the aggregate.
§ A.3.2.9 If the Work involves the transport, dissemination, use, or release of pollutants, the Contractor shall procure
Pollution Liability insurance, with policy limits of not less than « » ($ « » ) per claim and « » ($ « » ) in the aggregate.
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AIA Document A101™ – 2017 Exhibit A. Copyright © 2017 by The American Institute of Architects. All rights reserved. WARNING: This AIA®
Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 09:37:17 ET on 04/16/2019 under Order No.7261819735 which expires on 06/09/2019, and is
§ A.3.2.10 Coverage under Sections A.3.2.8 and A.3.2.9 may be procured through a Combined Professional Liability and Pollution Liability insurance policy, with combined policy limits of not less than « » ($ « » ) per claim and « »
($ « » ) in the aggregate.
§ A.3.2.11 Insurance for maritime liability risks associated with the operation of a vessel, if the Work requires such activities, with policy limits of not less than « » ($ « » ) per claim and « » ($ « » ) in the aggregate.
§ A.3.2.12 Insurance for the use or operation of manned or unmanned aircraft, if the Work requires such activities, with policy limits of not less than « » ($ « » ) per claim and « » ($ « » ) in the aggregate.
§ A.3.3 Contractor’s Other Insurance Coverage § A.3.3.1 Insurance selected and described in this Section A.3.3 shall be purchased from an insurance company or insurance companies lawfully authorized to issue insurance in the jurisdiction where the Project is located. The
Contractor shall maintain the required insurance until the expiration of the period for correction of Work as set forth in Section 12.2.2 of the General Conditions, unless a different duration is stated below:
(If the Contractor is required to maintain any of the types of insurance selected below for a duration other than the expiration of the period for correction of Work, state the duration.)
§ A.3.3.2 The Contractor shall purchase and maintain the following types and limits of insurance in accordance with
Section A.3.3.1.
(Select the types of insurance the Contractor is required to purchase and maintain by placing an X in the box(es) next to the description(s) of selected insurance. Where policy limits are provided, include the policy limit in the appropriate fill point.)
[ « » ] § A.3.3.2.1 Property insurance of the same type and scope satisfying the requirements identified in
Section A.2.3, which, if selected in this section A.3.3.2.1, relieves the Owner of the responsibility to purchase and maintain such insurance except insurance required by Section A.2.3.1.3 and Section
A.2.3.3. The Contractor shall comply with all obligations of the Owner under Section A.2.3 except to the extent provided below. The Contractor shall disclose to the Owner the amount of any deductible, and the Owner shall be responsible for losses within the deductible. Upon request, the Contractor shall provide the Owner with a copy of the property insurance policy or policies required. The Owner shall adjust and settle the loss with the insurer and be the trustee of the proceeds of the property insurance in accordance with Article 11 of the General Conditions unless otherwise set forth below:
(Where the Contractor’s obligation to provide property insurance differs from the Owner’s obligations as described under Section A.2.3, indicate such differences in the space below.
Additionally, if a party other than the Owner will be responsible for adjusting and settling a loss with the insurer and acting as the trustee of the proceeds of property insurance in accordance with Article
11 of the General Conditions, indicate the responsible party below.)
[ « » ] § A.3.3.2.2 Railroad Protective Liability Insurance, with policy limits of not less than « » ($ « » ) per claim and « » ($ « » ) in the aggregate, for Work within fifty (50) feet of railroad property.
[ « » ] § A.3.3.2.3 Asbestos Abatement Liability Insurance, with policy limits of not less than « » ($ « » ) per claim and « » ($ « » ) in the aggregate, for liability arising from the encapsulation, removal, handling, storage, transportation, and disposal of asbestos-containing materials.
[ « » ] § A.3.3.2.4 Insurance for physical damage to property while it is in storage and in transit to the construction site on an “all-risks” completed value form.
[ « » ] § A.3.3.2.5 Property insurance on an “all-risks” completed value form, covering property owned by the Contractor and used on the Project, including scaffolding and other equipment.
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Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 09:37:17 ET on 04/16/2019 under Order No.7261819735 which expires on 06/09/2019, and is
[ « » ] § A.3.3.2.6 Other Insurance
(List below any other insurance coverage to be provided by the Contractor and any applicable limits.)
Coverage Limits
§ A.3.4 Performance Bond and Payment Bond The Contractor shall provide surety bonds, from a company or companies lawfully authorized to issue surety bonds in the jurisdiction where the Project is located, as follows:
(Specify type and penal sum of bonds.)
Type Penal Sum ($0.00)
Payment Bond 100% of contract value
Performance Bond 100% of contract value
Payment and Performance Bonds shall be AIA Document A312™, Payment Bond and Performance Bond, or contain provisions identical to AIA Document A312™, current as of the date of this Agreement.
ARTICLE A.4 SPECIAL TERMS AND CONDITIONS
Special terms and conditions that modify this Insurance and Bonds Exhibit, if any, are as follows:
SUPPLEMENTARY GENERAL CONDITIONS
SECTION 00711 --1
SECTION 00711
1.01 SCOPE
A. This Section sets forth the modifications and additions to the General Conditions of the contract for Construction HUD-5370 (1/2014)
B. In those instances that a Clause of the General Conditions is amended, modified, voided, or superseded by the Agreement, the provisions of such Clause not specifically amended, modified, voided or superseded shall remain in effect. Should a conflict exist between the provisions of the Agreement and those of the specifications, the requirements of the Agreement shall apply.
1.02 MODIFICATIONS AND ADDITIONS
A. Article 1 – Definitions
1. Clause 1 (c) shall have the following added: The term Contracting Office refers to OWNER NAME & ADDRESS.
2. Clause 1 (h) shall have the following added: The term ________or Owner refers to the Housing Authority.
B. Clause II – Contractor's Responsibility for Work Add the following subclauses;
1. The Contractor shall be responsible for cutting, fitting or patching, required to complete the Work or to make its parts fit together properly.
2. The Contractor shall not damage or endanger a portion of the Work or fully or partially completed construction of the Housing Authority or separate contractors by cutting, patching or otherwise altering such construction, or by excavation.
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