PD-SPECS-210611.pdf

839 N M agnolia A ve., O rlando, Florida 32803 P: 407.298.1988 KM FA rchitects.com

LIC# A R93580

PROJECT MANUAL

FOR

ORANGE COUNTY

PUBLIC WORKS ADMINISTATION BUILDING

4200 S. JOHN YOUNG PARKWAY

ORLANDO, FLORIDA 32806

ISSUE FOR:

PERMIT

OCTOBER 06, 2023

dharry Stamp

ORANGE COUNTY 2023.10.06

PUBLIC WORKS ADMINISTRATION BUILDING SPECIFICATIONS

GENERAL REQUIREMENTS 01 00 00 - 1

PROJECT MANUAL TABLE OF CONTENTS

DIVISION 0 – PROCUREMENT AND CONTRACTING

000000 – PROJECT MANUAL COVER

000110 – PROJECT MANUAL TABLE OF CONTENTS

000115 – LIST OF DRAWINGS

DIVISION 1 – GENERAL REQUIREMENTS

011000 – SUMMARY OF WORK

011123 – PHASING OF WORK

012018 – OWNER FURNISHED ITEMS

012500 – SUBSTITUTION PROCEDURES

012600 – CONTRACT MODIFICATION PROCEDURES

012900 – PAYMENT PROCEDURES

013100 – PROJECT MANAGEMENT AND COORDINATION

013233 – PHOTOGRAPHIC DOCUMENTATION

013300 – SUBMITTAL PROCEDURES

015639 – TEMPORARY TREE AND PLANT PROTECTION

017329 – CUTTING AND PATCHING

017419 – CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL

017423 – FINAL CLEANING

017700 – CLOSEOUT PROCEDURES

017800 – WARRANTIES AND BONDS

017839 – PROJECT RECORD DOCUMENTS

DIVISION 2 – EXISTING CONDITIONS

023000 – SUB-SURFACE CONDITIONS

024116 – SELECTIVE DEMOLITION

DIVISION 3 – CONCRETE

033000 – CAST-IN-PLACE CONCRETE

DIVISION 5 – METALS

051200 – STRUCTURAL STEEL FRAMING

DIVISION 6 - CARPENTRY

061000 – ROUGH CARPENTRY

DIVISION 7 – THERMAL AND MOISTURE PROTECTION

072100 – THERMAL INSULATION

074244 – COMPOSITE INSULATED METAL WINDOW PANELS.

074463 – MITREX BIPV CLADDING PANELS.

078413 – PENETRATION FIRESTOPPING

078446 – FIRE-RESISTIVE JOINTS

079200 – JOINT SEALANTS

DIVISION 8 – OPENINGS

081113 – HOLLOW METAL DOORS AND FRAMES

083113 – ACCESS DOORS AND FRAMES

084113 – ALUMINUM FRAMED ENTRANCES

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GENERAL REQUIREMENTS 01 00 00 - 2

084413 – GLAZED ALUMINUM CURTAINWALLS

084414 – ALUMINUM SUN SHADES

087100 – DOOR HARDWARE

087113 – DOOR OPERATORS

088000 – GLAZING

DIVISION 9 – FINISHES

092900 – GYPSUM BOARD

096513 – RESILIENT BASE AND ACCESSORIES

099100 – PAINTING

DIVISION 10 – SPECIALTIES

104416 – FIRE EXTINGUISHERS

DIVISION 12 – FURNISHINGS

122113 – HORIZONTAL LOUVER BLINDS

122413 – ROLLER WINDOW SHADES

DIVISION 23 – MECHANICAL

230500 – COMMON WORK RESULTS FOR MECHANICAL

230593 – TESTING, ADJUSTING, AND BALANCING

DIVISION 26 – ELECTRICAL

260500 – COMMON WORK RESULTS FOR ELECTRICAL

260501 – INVESTIGATION OF EXISTING ELECTRICAL SYSTEMS

260519 – LOW VOLTAGE CONDUCTORS AND CABLES

260526 – GROUNDING AND BONDING

260529 – HANGERS AND SUPPORTS

260533 – RACEWAYS AND BOXES

260553 – IDENTIFICATION OF ELECTRICAL SYSTEMS

262726 – WIRING DEVICES

262816 – ENCLOSED SWITCHES AND CIRCUIT BREAKERS

264113 – LIGHTNING PROTECTION

DIVISION 31 – EARTHWORK

310000 – EARTHWORK

311000 – SITE CLEARING

312500 – EROSION AND SEDIMENTATION

DIVISION 32 – EXTERIOR IMPROVEMENTS

320190 – 90-DAY ESTABLISHMENT PERIOD

326400 – IRRIGATION

329113 – SOIL PREPARATION

329119 – LANDSCAPE GRADING

329223 – SODDING

329300 – PLANTING

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GENERAL REQUIREMENTS 01 00 00 - 3

329413 – LANDSCAPE EDGING

END OF SECTION 01 00 00.

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LIST OF DRAWINGS 01 00 01 - 1

00 01 15 LIST OF DRAWINGS

G.000 Cover Sheet, Drawing Index, Vicinity and Key Plans G.001 General Information, Symbols and Building Code Analysis G.002 Phasing Diagram

C.300 Drainage Plan C.301 Drainage Plan

L.001 Landscape General Plan L.002 Landscape Key Plan L.101 Landscape Tree Protection L.105 Landscape Tree Protection L.106 Landscape Plan L.200 Landscape Planting Schedules & Notes L.201 Landscape Planting Plan L.202 Landscape Planting Plan L.210 Landscape Planting Plan L.300 Landscape Irrigation Notes And Schedules L.301 Landscape Irrigation Plan L.302 Landscape Irrigation Plan L.310 Landscape Irrigation Details

AD.101 Demolition Plan AD.121 Demolition Roof Plan AD.201 Demolition Building Exterior Elevations AD.202 Demolition Building Exterior Elevations AD.310 Demolition Wall Sections AD.321 Demolition Enlarged Sections And Details AD.602 Demolition Enlarged Sections And Details

A.101 Floor Plans A.102 Floor Plans A.103 Floor Plan A.121 Roof Plans A.201 Building Exterior Elevations A.202 Building Exterior Elevations A.310 Wall Sections A.321 Enlarged Sections And Details A.322 Enlarged Sections And Details A.601 Door And Window Schedules A.602 Curtain Wall & Storefront Plans & Elevations A.603 Curtain Wall & Storefront Plans & Elevations A.604 Curtain Wall & Storefront Plans & Elevations A.605 Curtain Wall & Storefront Plans & Elevations A.606 Curtain Wall & Storefront Plans & Elevations

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LIST OF DRAWINGS 01 00 01 - 2

A.607 Curtain Wall & Storefront Plans & Elevations A.608 Curtain Wall & Storefront Plans & Elevations A.609 Curtain Wall & Storefront Plans & Elevations A.610 Curtain Wall & Storefront Plans & Elevations A.611 Enlarged Sections And Details A.612 Enlarged Sections And Details A.613 Door Sections And Details A.614 Firestop Assembly Details

SW.000 General Notes SW.001 Demolition SW.002 Existing Wall Sections SW.011 Key Plan SW.012 Wall Sections New SW.101 Level 1 SW.102 Level 2 SW.103 Level 3 SW.104 Roof Level SW.111 Level 1 New SW.112 Level 2 New SW.113 Level 3 New SW.114 Roof Plan New

M.001 Mechanical Symbols & Specifications M.002 Mechanical Symbols & Specifications M.201 Mechanical Floor Plan - Level 1 M.202 Mechanical Floor Plan - Level 2 M.203 Mechanical Floor Plan - Level 3 M.701 Mechanical Schedules

E.001 Electrical Symbols Legend E.301 Power Plan - Level 1 E.302 Power Plan - Level 2 E.303 Power Plan - Level 3

END OF SECTION 00 01 15.

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SUMMARY OF WORK 01 11 00 - 1

SECTION 01 11 00 - SUMMARY OF WORK

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and Division 01 Specification Sections, apply to this Section.

B. When the titles such as Engineer, Project Engineer, or Owner are used throughout the specification, this implies Orange County as property Owner and/or an officially appointed County Representative.

1.2 PROJECT INFORMATION

A. Project Identification: 2010102018

B. Project Description: New curtain wall for Public Works Administration Building

C. Architect:

KMF Architects 839 N. Magnolia Ave Orlando FL, 32803

1.3 SCOPE OF WORK

A. Summary Of Work:

Project scope includes 1.) The demolition of the existing curtain wall system and the design and installation of new thermally sealed curtain wall systems and shading elements to reduce solar gain to the building envelope. 2.) Minor interior alterations to receive new curtain wall systems. 3.) Landscaping and civil alterations, including replanting existing trees and plants in kind. 4.) Project to be phased, demolition and new construction. Phasing of construction to consist of 4 major zones that are segmented into sections as shown in the architectural documents. Existing building envelope must maintain life safety requirements and to be weather sealed during demolition and new construction.

1.4 CONTRACTOR RESPONSIBILITIES

A. The contractor shall have all submittals approved by the Engineer and accepted by the Owner prior to the start of active construction.

B. The contractor shall have all equipment and material onsite prior to the start of active construction.

C. The contractor shall submit to the Owner prior to the project pre-construction meeting the following:

Demolition and New construction Phasing Plan

Schedule of Values

Construction Schedule

Submittal Schedule

Emergency Telephone List including subcontractors and suppliers

D. The contractor shall field verify existing conditions of construction prior to start of active construction.

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SUMMARY OF WORK 01 11 00 - 2

E. The contractor shall coordinate with the Owner on the operation of the existing fire alarm system prior to the start of active construction. There shall be an action plan for the operation of the fire alarm system during construction submitted by the contractor to the Owner for acceptance. This action plan shall be in place prior to the start of active construction. Any false fire alarms that occur during construction and deemed by the Owner to be the fault of the contractor, the contractor shall pay all costs incurred from the local fire department for responding to a false alarm.

F. The contractor is responsible for moving equipment if necessary to perform the work included in the contract. The contractor is responsible for placing the equipment back in its original location.

The contractor is responsible for any damages to furniture, equipment, etc., which occur during construction. The contractor shall provide protection for the material goods, floors, walls, furniture, equipment and any other items that may be subject to damage during the construction periods and will be required to repair or replace to original or better condition.

G. The contractor shall coordinate with the Owner on the operation of the security alarm system prior to the start of active construction. The contractor shall submit an action plan for operation of the security alarm system during construction to the Owner for acceptance prior to start of active construction. This action plan shall be in place prior to the start of active construction.

Any false security alarms that occur during construction and deemed by the Owner to be the fault of the contractor, the contractor shall pay all cost incurred from the local police and/or sheriff department for responding to a false alarm.

H. The contractor shall take digital pictures or video of pre-existing conditions of the interior and exterior of the building prior to the start of active construction. Failure to provide digital pictures or video prior to start of construction places the responsibility on the Contractor to complete the necessary replacement, repairs, and/or cleaning as determined by the Owner, at no additional cost to the Owner. One CD copy of digital pictures or video of the existing site conditions shall be submitted to the Owner.

I. The contractor shall at all times maintain daily cleanup of construction areas. Costs for work areas that are not cleaned by the contractor will be cleaned by the Owner and those costs shall be charged back to the contractor via change order.

J. The contractor shall provide a construction schedule to the Owner’s Project Manager prior to the pre-construction meeting.

K. The contractor shall update the construction schedule weekly and submit it to the Owner’s Project Manager for review.

1.5 WORK COVERED BY CONTRACT DOCUMENTS

A. Type of Contract:

1. Project alterations and repairs will be constructed under a single prime contract unless Owner decides to contract separately for any stand-alone item.

1.6 WORK UNDER OTHER CONTRACTS

A. Separate contracts may be issued to perform certain construction operations at the site. The contractor of this project will allow reasonable access and coordination to the other contractor/s.

1.7 WORK SEQUENCE

A. The facility shall remain occupied and operational while work is in progress. All work shall be fully coordinated in writing with Orange County Project Manager prior to commencement of

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SUMMARY OF WORK 01 11 00 - 3

work. All work may be performed during normal work hours, Monday through Friday. Work performed after normal business hours may be done subject to approval by the Project Manager and provided the area where work is done is fully operational and back in original condition prior to beginning of the next business day where necessary for facilities operations.

B. The contractor may work on the weekends at his or her discretion with prior written approval from Orange County Project Manager. Weekend work shall not be an additional cost to the Owner. The contractor will coordinate with the Orange County Project Manager for access to the building on weekends and after hours work.

1.8 CONTRACTOR USE OF PREMISES

A. General: During the construction period, the Contractor shall have limited use of the Project site for construction operations, as indicated on Drawings cover sheet by the Contract limits and as indicated by requirements of this Section. Normal deliveries will be through the front office doors. The Contractor shall coordinate which areas are acceptable to Staff for use during the life of the project. The Contractor’s use of the premises is limited only by the Owner’s right to perform construction operations with its own forces or to employ separate contractors on portion of the project.

B. General: Limited use of the Project site to construction activities in areas indicated within the limit of the premises. The Contractor may only use portion(s) of the site for storage or work areas only with prior approval from Orange County Project Manager.

A. Confine operations to areas within Contract limits indicated on the Drawings. Portions of the site beyond areas in which construction operations are indicated are not to be disturbed.

B. Keep driveways, loading areas, and entrances serving the premises clear and available to the Owner and the Owner’s employees at all times and emergency vehicles at all times. Do not use these areas for parking or storage of materials.

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

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

C. Burial of Waste Materials: Do not dispose of organic and hazardous material on site, either by burial or by burning.

D. Where appropriate, maintain portions of the existing building affected by construction operations in a watertight condition throughout the construction period. Repair damage caused by construction operations. Take all precautions necessary to protect the building and its occupants during the construction period.

E. Work Restrictions, General: Confine construction operations to the areas permitted by the contract documents and other Owner directives.

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

2. All work may be carried out without time restrictions, unless otherwise directed by the Owner.

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

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SUMMARY OF WORK 01 11 00 - 4

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

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

G. Provide protection and safekeeping of material and equipment stored on premises.

H. Contractor will move any stored material and equipment, which interfere with operations of the Owner or other contractors at no additional cost to the Owner.

I. Comply with Owner’s requirements for ingress and egress procedures, prohibitions against firearms, procedures for transportation of workers, safety and fire prevention requirements and all applicable pollution control requirements. Refer to the following reference requirements:

a) Orange County Safety and Health Manual http://www.orangecountyfl.net/VendorServices/OrangeCountySafetyandHealthMa nual.aspx#.Wql6OU2oupo

b) Orange County Policy Manual page 96 regarding Firearms http://www.orangecountyfl.net/portals/0/resource%20library/employment%20- %20volunteerism/Policy%20Manual.pdf

J. Contractor to require all employees and subcontractors to wear non-objectionable clothing;

prohibit revealing clothing and articles of clothing with offensive writings displayed. The contractor shall require offending personnel to leave the premises until such clothing is changed.

K. Contractor employees and subcontractors will not fraternize with County employees or the general public during the entire construction period.

L. Use of sound equipment (such as boom boxes, stereos, radios, etc.) is not allowed.

M. Contractor and their personnel shall abide to Orange County Tobacco free policy while on any Orange County property. This policy shall apply to building, parking lots, parks, break areas and worksites. Tobacco is defined as tobacco products, including but not limited to:

Cigars, cigarettes, pipes, chewing tobacco and snuff. Failure to abide by the policy may result in civil penalties levied under Chapter 386, Florida Statutes and/or Contract enforcement remedies. Refer to the following documents:

a) Orange County Smoking Policy:

http://www.orangecountyfl.net/Portals/0/resource%20library/employment%20- %20volunteerism/Employee%20Handbook.pdf

N. Conduct that is disrespectful, abusive or otherwise objectionable to the Owners’ employees or general public will not be allowed at any time during the construction period. Repetitive complaints and violations of the requirements listed above will be cause for dismissal and or permanent removal of offending personnel from the project.

O. Contractor to coordinate with the Owner the site location for storage of equipment, machinery, materials, tools and a construction waste dumpster.

P. Contractor shall at all times keep the premises free of all waste or surplus materials, rubbish and debris, which is caused by contractor employees or subcontractors resulting from their work. Contractor shall maintain a safe work environment to all building occupants during the construction period.

1.9 SECURITY AND IDENTIFICATION

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SUMMARY OF WORK 01 11 00 - 5

A. All costs for background investigations will be Contractor’s responsibility. The County shall have the right to request any additional investigative background information including, but limited to, the employment record, Right-To-Know records, E-Verify system records (if the Contractor uses this service as a means to determine employment eligibility, available through www.uscis.gov), training records, payroll records, position for which hired including site location of any personnel assigned to perform the services. The Contractor shall furnish, in writing, such information to the extent allowed by law, prior to commencement of services. The County reserves the right to conduct its own investigation of any employee of the Contractor.

B. A Level 1 (5 years) Background Check for the contractor’s staff must be approved by Orange County’s Security team prior to working in any County facility. Contractors are responsible for obtaining the necessary forms for background checks for work at the.

1. For security purposes and to maintain privacy when submitting FDLE Background Checks via e-mail the subject line of the email must contain the following **EXEMPT**.

2. The County will inform the contractor of their Background Check results.

3. Upon Background Check approval the contractor’s staff shall arrange an appointment with the County staff to obtain an Orange County photo ID badge. An affidavit of Identity form (issued by the contractor) and a State of Florida ID or Drivers License will be required.

C. Contractor’s employees will not be allowed in Orange County facilities without completed and approved background investigations.

1.10 OWNER OCCUPANCY

A. Owner Occupancy: The Owner will be occupying the building during construction. Normal occupancy hours are 7:00 a.m. to 6:00 p.m. Monday through Friday, however this may vary.

A. A Certificate of Substantial Completion will be executed for each specific portion of the Work to be occupied prior to Owner occupancy.

B. Obtain a Certificate of Occupancy from local building officials prior to Owner occupancy.

C. Prior to partial Owner occupancy, mechanical and electrical systems shall be fully operational. Required inspections and tests shall have been successfully completed. Upon occupancy, the Owner will provide operation and maintenance of mechanical and electrical systems in occupied portions of the building.

1.11 DISTRIBUTION OF RELATED DOCUMENTS

A. The Contractor is solely responsible for the distribution of ALL related documents/drawings to ALL appropriate vendors/subcontractors to ensure proper coordination of all aspects of the project and its related parts during bidding and construction.

1.12 CONTRACT DOCUMENT FILE

A. Copies of the Contract Documents, Plans, Specifications, Addenda, Change Orders, Engineers Supplemental Instructions, approved Shop Drawings, Substitution Acceptances, etc. shall be placed and maintained at the project site by the Contractor throughout the entire contract period.

These said documents shall be filed in a manner that allows for ease of retrieval. Documents shall be made available to the Engineer and the County's representatives throughout this same period.

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SUMMARY OF WORK 01 11 00 - 6

1.13 SPECIFICATION AND DRAWING CONVENTIONS

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

1. Imperative mood and streamlined language are generally used in the

Specifications. The words "shall," "shall be," or "shall comply with," depending on the context, are implied where a colon (:) is used within a sentence or phrase.

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

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

Work of all Sections in the Specifications.

PART 2 - PRODUCTS

2.1 ASBESTOS FREE MATERIAL

A. Contractor shall provide a written and notarized statement on company letterhead(s) to certify and warrant that ONLY ASBESTOS FREE MATERIALS AND PRODUCTS were provided AS REQUIRED BY THE Engineer. Such statement shall be submitted with the final payment request. Final payment shall not be made until such statement is submitted. Contractor agrees that if materials containing asbestos are subsequently discovered at any future time to have been included in the construction, the Contractor shall be liable for all costs related to the redesign or modification of the construction of the project so that materials containing asbestos are removed from the facility. If construction has begun or has been completed pursuant to a design that includes asbestos containing materials, the Contractor shall also be liable for all costs related to the abatement of such asbestos.

PART 3 - EXECUTION (Not applicable).

END OF SECTION 01 11 00.

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PUBLIC WORKS ADMINISTRATION BUILDING SPECIFICATIONS

PHASING OF WORK

01 11 23 - 1

SECTION 01 11 23 - PHASING OF WORK

1.0 GENERAL

1.01 The Contractor shall generate a phasing plan in conjunction with the Orange County Public Works

Administrations Building Project Manager. Phasing shall be set along “grid lines” or other obvious breaks within the structure. It is anticipated that a minimum phasing of 4 major zones that are segmented into sections as shown in the architectural documents. Existing building envelope must maintain life safety requirements and to be weather sealed during demolition and new construction.

1.02 It is intended that phasing of Work occur in general as indicated in Contract Documents and to best interest of Owner. Work shall progress and shall be performed as independently as possible.

Unless otherwise waived by Owner in writing, each consecutive phase shall be complete and accepted by Owner prior to commencing work for following phase. Phasing of Work does not in any way define or limit scope of Work.

1.03 Since Owner will continue to occupy and operate daily within building, it is intent of phasing to provide coordinated efforts toward minimizing construction time and to ensure continuous services for Owner during construction.

1.04 Diligent steps shall be taken to ensure that disturbances, interferences or disruptions to Owner's daily operations are kept to minimum. Necessary interruptions or shutdowns shall be scheduled with Owner at least 72 hours in advance.

1.05 Coordinate with Owner scheduling and routing of work, personnel access and material deliveries for each phase of work.

1.06 Contractor for General Construction shall be responsible for maintaining safe continued occupancy within building and shall maintain all utility services, fire protection, safe means of entry/exit, and safety to Owner occupied spaces during execution of contract.

2.00 MODIFICATIONS

2.01 Should any Contractor desire change in indicated phasing schedule, it shall submit a request to

Owner in writing 10 calendar days prior to initiation of Phase being re-sequenced. Such request shall also indicate that all other Contractors /Sub-contractos have been contacted and are in agreement with proposed change.

END OF SECTION

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OWNER-FURNISHED ITEMS 01 20 18 - 1

SECTION 012018 - OWNER-FURNISHED ITEMS

1.01 SUMMARY

A. Certain material and equipment items where indicated on the Drawings or enumerated herein to be installed by the Contractor, will be furnished by the Owner. All such indicated items will be delivered to the site by the Owner and shall be installed by the Contractor.

B. Unless otherwise specified, the Contractor shall be responsible to receive, unload, store, and handle on Project site, all Owner furnished materials and equipment.

C. The Contractor shall be responsible for establishing suitable delivery dates in writing, and shall, at least 60 days prior to required arrival at the site, request such delivery.

2.01 NON POWERED FURNITURE

PART 3 - EXECUTION (Not Applicable)

END OF SECTION 01 20 18.

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SUBSTITUTION PROCEDURES 01 25 00 - 1

SECTION 01 25 00 - SUBSTITUTION PROCEDURES

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of Contract, including General and Supplementary conditions and other Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. This Section specifies administrative and procedural requirements for handling request for substitutions made after award of the Contract.

B. The Contractor’s Installation Schedule and the Schedule of Submittals are included under

Section “Submittal Procedures”.

1.3 DEFINITIONS

A. Definitions used in this Article are not intended to change or modify the meaning of other terms used in the Contract Documents.

B. Substitutions: The Contract will be awarded based on the design, methods, materials and/or equipment as addressed in the Contract Drawings and/or described in the Contract Specifications. Addressing, describing or naming an item is intended to establish the type, function, characteristics and quality required in order to establish a base for bidding.

1. Substitution requests are only allowed after contract award. the Contractor may submit for approval substitutes for any equipment and/or material. In addition to the product documents, a written certification shall accompany the documentation indicating that the proposed substitute will have the same characteristics, will perform in accordance with the design requirements and that complies with all the requirements set for in the Contract. Any additional information required by the Owner or County Representative shall be provided by the Contractor. Rejection of any proposed substitute will be considered final and the Contractor shall not get into any agreement with manufacturers or providers until the submittal has been finally approved.

2. The basis design shall establish the minimum standard of quality.

3. Substitution requests are only allowed after contract award.

1.4 SUBMITTALS

A. Substitution Request Submittal: Request for substitution will be considered if received within thirty (30) days after contract award. As long as this time allowance will not impact the construction schedule.

1. Submit three (3) copies of each request for substitution for consideration. Submit requests in the form and in accordance with procedures required for Change Order proposals.

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SUBSTITUTION PROCEDURES 01 25 00 - 2

2. Identify the product, or the fabrication or installation method to be replaced in each request. Include related Specification Section number and Drawing numbers and titles. Provide complete documentation showing compliance with the requirements for substitution, and the following information, as appropriate:

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

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

c. Product Data, including Drawings, and descriptions of products, fabrication, and installation procedures.

d. Samples, where applicable or requested.

e A detailed comparison of significant qualities of the proposed substitution with those of the Work specified. Significant qualities may include elements such as size, weight, durability, performance, and visual effect.

f. Coordination information, including a list of changes or modifications needed to other parts of the Work and to construction performed by the Owner and separate Contractors that will become necessary to accommodate the proposed substitution.

g. A statement indicating the substitution’s effect on the Contractor’s construction schedule compared to the schedule without approval of the substitution. Indicate the effect of the proposed substitution on overall Contract Time.

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

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

Certification by the Contractor that the Substitution proposed is equal-to or better in every significant respect to that required by the Contract Documents, and that it will perform adequately in the application indicated. Include the contractor’s waiver of rights to additional payment or time that may subsequently become necessary because of the failure of the substitution to perform adequately.

j. List of similar installations for completed projects with project names and addresses and names and addresses of architects and owners.

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

l. Research reports evidencing compliance with building code in effect for Project.

m. Detailed comparison of Contractor's construction schedule using proposed substitution with products specified for the Work, including effect on the overall Contract Time. If specified product or method of construction cannot be provided within the Contract Time, include letter from manufacturer, on manufacturer's letterhead, stating date of receipt of purchase order, lack of availability, or delays in delivery.

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

o. Contractor's certification that proposed substitution complies with requirements in the Contract Documents except as indicated in

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SUBSTITUTION PROCEDURES 01 25 00 - 3

substitution request, is compatible with related materials, and is appropriate for applications indicated.

p. Contractor's waiver of right to additional payment o time that may subsequently become necessary because of failure of proposed substitution to produce indicated results.

3. Engineer’s Action: Within two weeks of receipt of the request for substitution, the Engineer will request additional information or documentation necessary for evaluation of the request if needed. Within two (2) weeks of receipt of the request, or one week of receipt of the additional information or documentation, whichever is later, the Engineer will notify the Contractor of acceptance or rejection of the proposed substitution. If a decision on use of a proposed substitute cannot be made or obtained within the time allocated, use the project specified by name. Decision on the use of a product substitution or its rejection by the Engineer is considered final. Acceptance will be in the form of a Change Order.

4. Architect's Action: If necessary, Architect will request additional information or documentation for evaluation within 10 days of receipt of a request for substitution. Architect will notify Contractor of acceptance or rejection of proposed substitution within 5 days of receipt of request, or 7 days of receipt of additional information or documentation, whichever is later.

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

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

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

1.4 QUALITY ASSURANCE

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

2.1 SUBSTITUTIONS

A. Conditions: The Contractor’s substitution request will be received and considered by the Engineer when one or more of the following conditions are satisfied, as determined by the Engineer; otherwise, request will be returned without action except to record noncompliance with these requirements.

1. Extensive revisions to Contract Documents are not required.

2. Proposed changes are in keeping with the general intent of Contract Documents.

3. The request is timely, fully documented and properly submitted.

4. The specified product or method of construction cannot be provided within the

Contract Time. The request will not be considered if the product or method cannot be provided because of failure to pursue the work promptly or coordinate activities properly.

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5. The specified product or method of construction cannot receive necessary approval by a governing authority, and the requested substitution can be approved.

6. A substantial advantage is offered to the Owner, in terms of cost, time, energy conservation or other considerations of merit, after deducting offsetting responsibilities the Owner may be required to bear. Additional responsibilities for the Owner may include additional compensation to the Engineer for redesign and evaluation services, increased cost of other construction by the Owner or separate Contractors, and similar consideration.

7. The specified product or method of construction cannot be provided in a manner that is compatible with other materials, and where the Contractor certifies that the substitution will overcome the incompatibility.

8. The specified product or method of construction cannot be coordinated with other materials, and where the Contractor certifies that the proposed substitution can be coordinated.

9. The specified product or method of construction cannot provide a warranty required by the Contract Documents and where the Contractor certifies that the proposed substitution provide the required warranty.

B. The Contractor's submittal and Project Manager's acceptance of Shop Drawings, Product

Data or Samples that relate to construction activities not complying with the Contract Documents does not constitute an acceptable or valid request for substitution, nor does it constitute approval.

C. Substitution request constitutes a representation that the Contractor:

1. Has investigated proposed product and determined that it meets or exceeds, in all respects, specified product.

2. Will provide the same warranty for substitution as for specified product.

3. Will coordinate installation and make other changes which may be required for work to be complete in all respects.

4. Waives claims for additional costs which may subsequently become apparent.

All costs associated with the substitution will be paid by the Contractor regardless of approvals given, and regardless of subsequent difficulties experienced as a result of substitutions.

END OF SECTION 01 25 00.

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SECTION 01 26 00 - CONTRACT MODIFICATION PROCEDURES

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

A. This section specifies administrative and procedural requirements for handling and processing Contract modifications.

B. Related Sections: The following sections contain requirements that relate to this section:

1. Division 1 Section 01 25 00 Substitution Procedures for administrative procedures for handling requests for substitutions made after award of the Contract.

2. Division 1 Section 01 29 00 Payment Procedures for administrative procedures governing applications for payment.

3. Division 1 Section 01 33 00 Submittals for requirements for the Contractor’s Construction Schedule.

1.3 MINOR CHANGES IN THE WORK

A. Supplemental instructions authorizing minor changes in the work, not involving an adjustment to the Contract Sum or Contract Time, will be issued by the Project Manager.

B. Architect will issue supplemental instructions authorizing Minor Changes in the Work, not involving adjustment to the Contract Sum or the Contract Time, on AIA Document "Architect's Supplemental Instructions."

1.4 CHANGE ORDER PROPOSAL REQUESTS

A. Owner-Initiated Proposal Requests: Architect will issue a detailed description of proposed changes in the work that will require adjustment to the Contract Sum or Contract Time will be issued by the Project Manager, with a detailed description of the proposed change and supplemental or revised Drawings and Specifications, if necessary.

1. Proposal requests issued by the Architect are for information only. Do not consider them instruction either to stop work in progress, or to execute the proposed change.

2. Unless otherwise indicated in the proposal request, within 5 days of receipt of the proposal request, submit to the Project Manager from the Owner's review, an estimate of cost necessary to execute the proposed change.

a. Include a list of quantities of products to be purchased and unit costs, along with the total amount of purchases to be made. Where requested, furnish survey data to substantiate quantities.

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

c. Include a statement indicating the effect the proposed change in the work will have on the Contract Time. Include an updated Contractor's Construction Schedule that indicates the effect of the change, including, but not limited to, changes in activity duration, start and finish times, and activity relationship. Use available total float before requesting an extension of the Contract Time.

d. Contractor and subcontractors will provide a complete detailed labor and material breakdown to justify change order request amount. Include costs of labor and supervision directly attributable to the change.

B. Contractor-Initiated Change Order Proposal Requests: When latent or other unforeseen conditions in mutual accord with the Owner Representatives findings require modifications to the Contract, the Contractor may propose changes by submitting a request for a change to the Engineer/Architect.

1. Include a statement outlining the reasons for the change and the effect of the change on the Work. Provide a complete description of the proposed change.

Indicate the effect of the proposed change on the Contract Sum and Contract Time.

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

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

4. Include costs of labor and supervision directly attributable to the change.

5 Comply with requirements in Section 012500 “Substitution Procedures” - if the proposed change in the work requires that substitution of one product or system for a product or system not specified.

6 Contractor and subcontractors will provide a complete detailed labor and material breakdown to justify change order request amounts.

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

C. Proposal Request Form: Project Manager will transfer the information to the appropriate forms for approval. Use AIA Document G 709 for Change Order Proposal Requests.

D. Proposal Request Form: Use forms provided by the Owner for Change Order Proposals.

1.5 CONSTRUCTION CHANGE DIRECTIVE

A. Construction Change Directive: When the Owner and Contractor are not in total agreement on the terms of a Change Order Proposal Request, the Project Manager may issue a Construction Change Directive instructing the Contractor to proceed with a change in the Work, for subsequent inclusion in a Change Order.

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1. The Construction Change Directive will contain a complete description of the change in the Work and designate the method to be followed to determine change in the Contract Sum or Contract Time.

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

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

1.6 CHANGE ORDER PROCEDURES

A. Upon the Owner's approval of a Change Order Proposal Request, the Project Manager will issue a Change Order for signatures of the Owner and Contractor on County's Change Order form, as provided in the Conditions of the Contract.

PART 2 - PRODUCTS (Not Applicable)

END OF SECTION 01 26 00.

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PAYMENT PROCEDURES 01 29 00 - 1

SECTION 01 29 00 - PAYMENT PROCEDURES

PART I - GENERAL

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

A. This Section specifies administrative and procedural requirements governing the Contractor’s Applications for Payment.

B. The Contractor’s Construction Schedule and Submittal Schedule are included in Section 01

33 00 – “SUBMITTAL PROCEDURES”.

1.3 SCHEDULE OF VALUES

A. Coordinate preparation of the Schedule of Values with preparation of Contractor’s Construction Schedule.

1. Correlate line items in the Schedule of Values with other required administrative forms and schedules, including Application for Payment forms with Continuation Sheets, Submittals Schedule, and Contractor's Construction Schedule.

2. Submit the Schedule of Values to the Owner at the earliest feasible date, but in no case later than Preconstruction Meeting. Submit the Schedule of Values to Architect 10 days after receipt of Notice to Proceed.

3. Sub-Schedules: Where the Work is separated into phases that require separately phased payments, provide sub-schedules showing values correlated with each phase of payment.

B. Format and Content: Use the Project Manual Table of Contents as a guide to establish the format for the Schedule of Values. Provide at least one line item for each Specification Section.

1. Identification: Include the following project identification on the Schedule of

Values:

a. Project name and location.

b. Name of the Engineer/Architect

c. Architect’s Project Number

d. Contractor’s name and address

e. Date of submittal

2. Arrange the Schedule of Values in a tabular form with separate columns to indicate the following for each item listed:

a. Generic name

b. Related Specification Section

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c. Change Orders (numbers) that have affected value

d. Dollar Value

e. Percentage of Contract Sum to the nearest one-hundredth percent, adjusted to total 100 percent

3. Submit AIA Document G703 Continuation Sheets

4. Provide a breakdown of the Contract Sum in sufficient detail to facilitate continued evaluation of Applications for Payment and progress reports.

Coordinate with the Project Manual table of contents. Break principal subcontract amounts down into several line items:

a. A value will be given for at least every major specification section

(subsections can logically be grouped together).

b. A single material subcontractor will not be required to be broken down into labor and material unless it is anticipated the materials will be stored and invoiced prior to installation.

c. All multiple item subcontracts or work items (i.e. mechanical, electrical items, etc.) will be shown broken down at least in labor and material (all taxes, burden and overhead and profit included).

d. Mobilization (move-on, bond, insurance, temporary office, and sanitary service installation) shall not exceed 2 1/2% of contract price.

e. For multi-story work all items broken down per floor.

f. HVAC: Typically shown per specification section, labor, and material, per floor.

g. Electrical: same as HVAC.

h. Logical grouping of specification subsections are permitted.

5. Round amounts off the nearest whole dollar, the total shall equal the Contract Sum.

6. For each part of the Work where an Application for Payment may include materials or equipment, purchased or fabricated and stored, but not yet installed, provide separate line items on the Schedule of Values for initial cost of the materials, for each subsequent stage of completion, and for total installed value of that part of the Work.

7. Margins of Cost: Show line items for indirect costs, and margins on actual costs, only to the extent that such items will be listed individually in Applications for Payment. Each item in the Schedule of Values and Applications for Payment shall be complete including its total cost and proportionate share of general overhead and profit margin.

a. At the Contractor’s option, temporary facilities and other major cost items that are not direct cost of actual work-in-place may be shown as separate line items in the Schedule of Values or distributed as general overhead expense.

8. Schedule Updating: Update and resubmit the Schedule of Values before the next

Applications for Payment when Change Orders or Construction Change Directives result in a change in the contract sum.

1.4 APPLICATIONS FOR PAYMENT

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A. Each Application for Payment shall be consistent with previous applications and payments ascertified by the Owner’s representative and paid for by the Owner.

1. The initial Application for Payment, the Application for Payment at time of

Substantial Completion, and the Final Application for Payment involve additional requirements. See items G, I, J and K of this section.

B. Payment Application Times: The date for each progress payment is indicated in the

Agreement between Owner and Contractor. The period of construction Work covered by each Application for Payment is the period indicated in the Agreement.

C. Payment Application Forms: Use the County’s most updated form as the form for Application for Payment. Form given at the Preconstruction Conference. The date for each progress payment is indicated in the Agreement between Owner and Contractor.

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

D. Payment Application Times: Progress payments shall be submitted to Architect on the 5th of the month. The period covered by each Application for Payment is one month, ending on the last day of the month.

E. Payment Application Forms: Use AIA Document G702 and AIA Document G703 Continuation Sheets as form for Applications for Payment.

F. Application Preparation: Complete every entry on the form, including notarization and execution by person authorized to sign legal documents on behalf of the Owner.

Architect will return incomplete applications will be returned without action.

1. Entries shall match data on the Schedule of Values and Contractor’s Construction

Schedule. Use updated schedules if revisions have been made.

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

G. Transmittal: Submit four (3) original executed copies of each Application for Payment to the Project Manager/Architect by method ensuring receipt within 24 hours; one copy shall be complete, including waivers of lien and similar attachments, when required.

1. Transmit each copy with a transmittal form listing attachments, and recording appropriate information related to the application in a manner acceptable to the Project Manager.

H. Waivers of Mechanics Lien: With each Application for Payment submit waivers of mechanics liens (lien from every entity who is lawfully entitled to file a mechanic's lien arising out of the Contract and related to the Work covered by the payment.) from subcontractors of sub-subcontractors and suppliers for the construction period covered by the previous application.

1. Submit partial waivers on each item for the amount requested, prior to deduction for retainage on each item.

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

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

4. Waiver Forms: Submit waivers of lien on forms, executed in a manner acceptable to Owner.

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5. List all Subcontractor’s start and finish dates to…