Project Manual.pdf

Mars Elementary

Building Addition

Project Manual

210 E. Main St. / Suite 200 /

P.O. Box 487 / Niles, MI 49120

Berrien Springs Public Schools

Berrien Springs, MI

Issue Date:

28 August 2026

Berrien Springs Public Schools 1 Table of Contents Mars Elementary Building Addition

TABLE OF CONTENTS

Invitation to Bid Instructions to Bidders Bid Form Familial Disclosure Statement Iran Economic Sanctions Act Certification Owner-Contractor Agreement – AIA A101 2017 Edition General Conditions of the Contract for Construction – AIA A201 2017 Edition

Berrien County Prevailing Wage Rates

Division 1 – GENERAL REQUIREMENTS

011000 Summary 012500 Substitution Procedures 012600 Contract Modification Procedures 012900 Payment Procedures 013100 Project Management and Coordination 013200 Construction Progress Documentation 013300 Submittal Procedures 014000 Quality Requirements 015000 Temporary Facilities and Controls 016000 Product Requirements 017300 Execution Requirements 017700 Closeout Procedures

024119 Selective Demolition 033543 Polished Concrete Finishing 042000 Unit Masonry

072100 Thermal Insulation 074293 Soffit Panels 075410 Kee Roofing 077119 Manufactured Coping and Fascias 079200 Joint Sealants

081213 Hollow Metal Frames 081416 Flush Wood Doors 085113 Aluminum Windows 087100 Door Hardware 088000 Glazing

092216 Non-Structural Metal Framing 092900 Gypsum Wallboard 093013 Ceramic Tiling 095113 Acoustic Panel Ceilings 096513 Resilient Base and Accessories 096813 Tile Carpeting 099123 Interior Painting

102800 Toilet Accessories 104413 Fire Protection Cabinets 104416 Fire Extinguishers

Berrien Springs Public Schools 2 Table of Contents

105113 Metal Lockers

220500 Plumbing General Conditions

220700 Plumbing Insulation

221100 Domestic Water Distribution

221300 Sanitary Distribution 221400 Storm Drainage Distribution 224200 Plumbing Fixtures 230500 Mechanical Materials and Methods 230517 Sleeves and Sleeve Seals for HVAC Piping 230593 Testing, Adjusting and Balancing 230700 Mechanical Insulation 230800 Commissioning of HVAC Systems 230923 Temperature Controls 231123 Natural Gas System Piping 232113 Hydronic Piping 232114 Hydronic Specialties 232500 Water Treatment 233400 Exhaust Fans and Accessories 233600 Air Terminal Units 237414 RT HVAC Units 238200 Space Heating Equipment 238800 Ductwork and Accessories 260000 Electrical Work General Conditions 260500 Work in Existing Building

260526 Secondary Grounding 260529 Hangers and Supports for Electrical Systems

260533.13 Conduit for Electrical Systems

260548 Electrical System Vibration Isolation 260620 Low Voltage Power Circuit Breakers 260923 Lighting Control Devices 262100 Wires and Cables 262725 Boxes 262726 Wiring Devices 262800 Overcurrent Protective Devices 262816 Disconnect Switches 265113 Lighting Fixtures 265600 Exterior Lighting 283163 Fire Alarm and Detection System - Voice

221423 Storm Drainage 311000 Site Clearing 312000 Earth Moving 329219 Seeding

Berrien Springs Public Schools 3 Table of Contents

Berrien Springs Public Schools 1 Invitation to Bid

INVITATION TO BID

PROJECT NAME: Mars Elementary building addition

PROJECT DESCRIPTION:

Mars Elementary building addition

Building addition of 4,750 sq ft

BID DATE:

Bids will be received at the district’s Administrative Offices, located at the corner of Shawnee and Sylvester Ave., until 1:00 PM (local time) on Friday, 18th of September 2026.

Bids will be publicly opened at the Administrative Offices and read aloud at this time. Bids received after this time will not be considered and will be returned to the bidder unopened.

Bids shall be properly and completely executed on the Bid Proposal Form included within the Project Manual. The Bid shall be clearly marked as “Mars Elementary Building Addition” on the front of the submitted envelope.

PRE-BID MEETING:

A Mandatory Pre-Bid Meeting will be held on Thursday 3 Sept 2026 at 1:00 PM (local time) on site, at the Mars Elementary main entrance.

DOCUMENT AVAILABILITY AND USE:

Bid Documents may be viewed at the following Plan Rooms on or after Friday 28, August 2026.

Bidding documents are available electronically at no charge, via email. Please email your request to

CARMI at cadmin@carmi.biz.

Contact with bidding questions: cadmin@carmi.biz. cc emails to Randy Boersen, randy@carmi.biz, OWNER: Berrien Springs Public Schools 285 Sylvester Avenue

Berrien Springs, MI 49103

(Administrative Offices)

ARCHITECT: CARMI Design Group

210 E. Main Street, Suite 200

P.O. Box 487

Niles, MI 49120

Phone: 269-663-5073

Builders Exchange of Kalamazoo www.builder-exchange.com

Builders Exchange of Lansing www.bxlansing.com

Builders Exchange of Michigan www.grbx.com

Construction Association of Michigan www.BuildwithCAM.com

ConstructConnect www.constructconnect.com

Dodge Construction Network www.construction.com

MACIAF (South Bend, IN) www.constructionsite.org

Berrien Springs Public Schools 2 Invitation to Bid

BONDS:

A five percent (5%) Bid Bond shall accompany each bid. The successful bidder will be required to provide a Performance Bond, Labor and Material Bonds, and certificates of Liability and Worker’s Compensation Insurance.

OTHER CONDITIONS AND INFORMATION:

1. The awarded contractor will be required to pay not less than the published Berrien County, Michigan prevailing wage rates.

2. Each bid shall be accompanied by a sworn and notarized statement disclosing any familial relationship that exists between the owner or any employee of the bidder and any member of the Berrien Springs Public Schools Board of Education or the superintendent of the school district.

3. No bidder may withdraw their bid for a period of Thirty (30) calendar days after the date set for bid opening.

4. Public Act 517 of 2012 (effective December 31, 2012) enacted the “Iran Economic Sanctions Act”, which prevents “Iran linked businesses” from bidding on a school district or ISD’s request for proposals (“RFP”). This law requires that persons submitting bids certify that they are not an “Iran linked business,” which is defined as either:

a) A person engaging in investment activities in the energy sector of Iran, including a person that provides oil or liquefied natural gas tankers or products used to construct or maintain pipelines used to transport oil or liquefied natural gas for the energy sector of Iran; or

b) A financial institution that extends credit to another person, if that person will use the credit to engage in investment activities in the energy sector of Iran.

5. Berrien Springs Public Schools reserves the right to reject any or all bids, to waive any defects or irregularities in bids, and to accept any bid that is deemed most advantageous to the public interest.

Berrien Springs Public Schools 1 Instructions to Bidders

INSTRUCTIONS TO BIDDERS

A. No bid received after the specified date and time for opening, whether post dated or not, will be considered.

B. If any of the required bidding documents are not included, or properly executed, the contractor’s bid may not be accepted.

C. The Owner reserves the right to reject each and every bid, to waive formalities or informalities in bidding, to accept or reject each and every alternate regardless of its order or sequence, unless otherwise called for on the bid Proposal Form.

D. The right is reserved to reject a Bid where an investigation of the available evidence of information does not satisfy the Owner that the Bidder is qualified to properly carry out the terms of the Contract Documents.

E. Bids which contain qualifications or conditions that are contrary to the text or intent of the Contract

Documents, and which are inserted in the bid for the purpose of limiting or otherwise qualifying the responsibility of the bidder, outside of the text or intent of the Contract Documents, will be subject to disqualification.

F. Failure to submit the requested information with the Bid shall be grounds for rejecting the Bid.

G. The Owner also reserves the right to reject the bid of a Bidder who has previously failed to perform properly or to complete contracts of similar nature on time, who is not in a position to perform the Contract or who has habitually and without just cause neglected the payment of bills or otherwise disregarded his obligations to subcontractors, suppliers, or employees.

H. Payment / Performance Bonds are required for this contract.

I. The ability of the Bidder to obtain or qualify for a performance bond or payment bond shall not be regarded as a sole test of such Bidders competence or responsibility.

J. The Contractor’s liability insurance shall be not less than the following:

1 General Requirements

a. Worker’s Compensation - Statutory

b. Employer’s Liability - Established by Owner

2 Comprehensive General Liability

a. Bodily Injury - $1,000,000 Each Occurrence

- $2,000,000 Aggregate

b. Personal Injury - $1,000,000 Each Occurrence

- $2,000,000 Aggregate

3 Automobile Liability

a. Bodily Injury - $1,000,000 Each Person

- $1,000,000 Each Occurrence

b. Property Damage - $1,000,000 Each Occurrence

4 Independent Contractors - $1,000,000 Each Occurrence 5 Products and Complete Operations - $1,000,000 for one (1) year, commencing with issuance of final Certificate for Payment 6 Contractual Liability - $1,000,000 Each Occurrence 7 Umbrella Coverage - $2,000,000 Each Occurrence

- $4,000,000 Aggregate

Berrien Springs Public Schools 2 Instructions to Bidders

K. This project is not tax exempt.

L. The awarded contractor will be required to pay not less than the published Berrien County, Michigan prevailing wage rates.

M. Bidder must have comparable experience with the type and scale of this project; submit a list of similar projects completed within the last 5 years. Failure to submit the requested information with the Bid shall be grounds for rejecting the Bid.

N. Bidders are required to submit a list of subcontractors who will be used on this project.

O. Scope of Work

Building addition of 4,750 sq ft onto the existing Mars Elementary building.

P. This work is scheduled to commence no later than Oct 12th 2026. Work is to be 100% complete by July 30th 2027.

Q. Bidding questions. Please email cadmin@carmi.biz. cc Randy Boersen, randy@carmi.biz, The Bidder may, at his option, submit a voluntary alternate, stating the optional material and/or methods which he proposes to use, and all brochures, data manuals, etc., describing the specifics of such materials or equipment. No voluntary alternate products will be evaluated prior to bidding. The Architect and Owner reserve the right to accept or reject such options, and all Bidders, in consideration of the privilege of bidding, do now specifically waive all rights both legal and equitable which he has or might be construed to have against the Architect and Owner because of the action taken in accepting or rejecting such options and/or any other proposals or bids for any reason whatsoever. Said Bidder who files an action based thereon shall be liable for any resultant, reasonable attorneys' fees incurred by the Architect and/or Owner.

Bid Form - 1

BID FORM

PROJECT: Mars Elementary Building Addition

OWNER: Berrien Springs Public Schools

285 Sylvester Avenue Berrien Springs, MI 49103

PROPOSAL FROM: __________________________________________________________________ Company Name

Address

City, State, ZIP

___________________________________________________ $______________________ Bid Written Amount

Voluntary Alternate (if provided)

Description

_________________________________________________ $______________________ (Add/Deduct) Written Amount

Additional items to be included with Bid Form:

5% BID BOND YES � NO �

List of warranted projects YES � NO �

List of subcontractors YES � NO �

Iran Economic Sanctions Act Certification YES � NO �

Familial Disclosure Statement YES � NO �

Written Narrative for Inclusions / Exclusions YES � NO �

Summary Schedule YES � NO �

Acknowledge Receipt of

Bid Form - 2

ADDENDUM NO.: ONE � TWO �

SUBMITTED BY:

_____________________________________________________ Date:________________, 2026 Signature

Printed

Title

Phone Number

Email

Sworn and Notarized Familial Disclosure Statement

All bidders must provide familial disclosure in compliance with MCL 380.1267 and attach this information to the bid. The bid will be accompanied by a sworn and notarized statement disclosing any familial relationship that exists between the owner or any employee of the bidder and any member of the Berrien Springs Public Schools Board of Education or the Superintendent of Berrien Springs Public Schools.

Bids and Proposals without this disclosure statement will not be accepted.

___ The following familial relationship exists between the owner or any employee of the bidder and member of the Berrien Springs Public Schools Board of Education or the Superintendent of Berrien Springs Public Schools.

Owner/Employee Name Related To: Relationship

1 ________________________ ________________________ _________________

2 ________________________ ________________________ _________________

3 ________________________ ________________________ _________________

4 ________________________ ________________________ _________________

5 ________________________ ________________________ _________________

Attach additional pages if necessary to disclose familial relationship.

___ There is no familial relationship that exists between the owner or any employee of the bidder and any member of the Berrien Springs Public Schools Board of Education or the Superintendent of Berrien Springs Public Schools.

The undersigned, the owner or authorized representative of bidder (insert name)

________________________________ does hereby represent and warrant that the disclosure statements herein contained are true.

Signature of Bidder Representative

Print Name

Title

STATE OF MICHIGAN / INDIANA )

) ss

COUNTY OF _____________________ )

This instrument was acknowledged before me on the _______ day of _____________________, _______, by _______________________________________________.

, Notary Public

____________________ County, Michigan/Indiana

My commission expires: _______________

Acting in the County of: ________________

IRAN ECONOMIC SANCTIONS ACT CERTIFICATION

I am the _______ __________ of _____________ _____________________, or I am (title) (bidder) bidding in my individual capacity ("Bidder"), with authority to submit a binding bid for the provision of

General Trades services to Berrien Springs Public Schools. I have personal knowledge of the matters described in this Certification, and I am familiar with the Iran Economic Sanctions Act, MCL 129.311, et seq. ("Act"). I am fully aware that the school district will rely on my representations in evaluating bids.

I certify that Bidder is not an Iran-linked business, as that term is defined in the Act. I understand that submission of a false certification may result in contract termination, ineligibility to bid for three (3) years, and a civil penalty of $250,000 or twice the bid amount, whichever is greater, plus related investigation and legal costs.

(signature)

(printed)

(date)

Berrien Springs Public Schools 1 Owner-Contractor Agreement

OWNER-CONTRACTOR AGREEMENT

A. OWNER-CONTRACTOR AGREEMENT

AIA Document A101 (2017 Edition) Owner-Contractor Agreement is hereby included by reference as the agreement to be executed between the Owner and the Contractor. Copies of this document are available from the Architect’s office. Contract to be issued by Architect for execution of signatures.

END OF SECTION

Berrien Springs Public Schools 1 General Conditions

GENERAL CONDITIONS OF THE CONTRACT FOR CONSTRUCTION

A. GENERAL CONDITIONS OF THE CONTRACT FOR CONSTRUCTION

AIA Document A201 (2017 Edition) General Conditions of the Contract for Construction is hereby the reference for this contract. Copies of this document are available from the Architect’s office.

1 - 011000 Summary

Mars Elementary Building Addition

SECTION 011000

SUMMARY

PART 1 - GENERAL

1.1 SUMMARY

A. Section Includes:

1. Project information.

2. Work covered by Contract Documents.

3. Phased construction.

4. Work under Owner's separate contracts.

5. Owner-furnished/Contractor-installed (OFCI) products.

6. Contractor's use of site and premises.

7. Coordination with occupants.

8. Work restrictions.

9. Specification and Drawing conventions.

1.2 PROJECT INFORMATION

PART 2 - Sylvester, Special Education and Maker’s Space renovation

1. Project Location: 201 Sylvester Ave, Berrien Springs, MI 49103

2. Owner: Berrien Springs Public Schools, Berrien Springs, MI 49103

B. Architect: CARMI Design Group, 210 E. Main Street, Suite 200, Niles, MI 49120

2.2 WORK COVERED BY CONTRACT DOCUMENTS

A. The Work of Project is defined by the Contract Documents and consists of the following:

Building addition of 4,750 sq ft onto the existing Mars Elementary building

B. Type of Contract:

1. Project will be constructed under a single prime contract.

2.3 CONSTRUCTION

A. The Work shall be conducted in one phase, beginning upon Notice to proceed letter issued after the October 8th 2026 Board Of Education meeting.

a. Commencement of Construction:

1) Start Date: Work shall commence by Oct 12th 2026.

2 - 011000 Summary

Mars Elementary Building Addition

b. Substantial Completion:

1) Work shall be completed by July, 30th, 2027.

B. Before commencing Work, submit an updated copy of Contractor's construction schedule showing the sequence, commencement, and completion dates for each scope of the Work.

2.4 CONTRACTOR'S USE OF SITE AND PREMISES

A. Limits on Use of Site: Limit use of Project site to Work in areas within the Contract limits indicated. Do not disturb portions of Project site beyond areas in which the Work is indicated.

1. Limits on Use of Site: Confine construction operations to improvement areas identified on the construction drawings.

2. Driveways: Keep driveways clear and available to Owner, Owner's employees, and emergency vehicles at all times. Do not use these areas for parking or for storage of materials.

B. Condition of Existing Grounds: Maintain portions of existing grounds, landscaping, affected by construction operations throughout construction period. Repair damage caused by construction operations.

2.5 WORK RESTRICTIONS

A. Comply with restrictions on construction operations.

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

B. On-Site Work Hours: Limit work in the existing building to normal business working hours of 6:00 a.m. to 8:00 p.m., Monday through Saturday, unless otherwise indicated.

C. 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:

1. Notify Architect and Owner not less than three [3] days in advance of proposed utility interruptions.

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

D. Smoking and Controlled Substance Restrictions: Use of tobacco products, alcoholic beverages, vaping and other controlled substances within the existing building, Project site or Owner's property is not permitted.

PART 3 - EXECUTION (Not Used)

END OF SECTION 011000

Berrien Springs Public Schools 1 - 012500 Substitution Procedures

SECTION 012500

SUBSTITUTION PROCEDURES

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes administrative and procedural requirements for substitutions.

B. Related Requirements:

1. Section 016000 "Product Requirements" for requirements for submitting comparable product submittals for products by listed manufacturers.

1.2 DEFINITIONS

A. Substitutions: Changes in products, materials, equipment, and methods of construction from those required by the Contract Documents and proposed by Contractor.

1. Substitutions for Cause: Changes proposed by Contractor that are required due to changed Project conditions, such as unavailability of product, regulatory changes, or unavailability of required warranty terms.

2. Substitutions for Convenience: Changes proposed by Contractor or Owner that are not required in order to meet other Project requirements but may offer advantage to Contractor or Owner.

1.3 ACTION SUBMITTALS

A. Substitution Requests During Bidding Process: Submit each request for consideration in PDF format via email to the following email addresses: randy@Carmi.biz and susan@carmi.biz.

Identify product or fabrication or installation method to be replaced. Include Specification Section number and title and Drawing numbers and titles.

1. Substitution Request Form: Use CSI Form 13.1A.

2. Substitution requests must be from the contractor, not the manufacturer.

3. All requests must be submitted to the Architect’s Office seven (7) days prior to bid date.

B. Substitution Requests After Contract Award: Email each request for consideration. Identify product or fabrication or installation method to be replaced. Include Specification Section number and title and Drawing numbers and titles.

1. Documentation: Show compliance with requirements for substitutions and the following, as applicable:

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

b. Coordination of information, including a list of changes or revisions 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. Detailed comparison of significant qualities of proposed substitutions with those of the Work specified. Include annotated copy of applicable Specification Section.

Significant qualities may include attributes, such as performance, weight, size, Berrien Springs Public Schools 2 - 012500 Substitution Procedures durability, visual effect, sustainable design characteristics, warranties, and specific features and requirements indicated. Indicate deviations, if any, from the Work specified.

d. Product Data, including drawings and descriptions of products and fabrication and installation procedures.

e. Samples, where applicable or requested. In an appropriate size to make adequate determination of comparable value.

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

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

h. Detailed comparison of Contractor's construction schedule using proposed substitutions 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.

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

j. Contractor's certification that proposed substitution complies with requirements in the Contract Documents, except as indicated in substitution request, is compatible with related materials and is appropriate for applications indicated.

k. Contractor's waiver of rights to additional payment or time that may subsequently become necessary because of failure of proposed substitution to produce indicated results.

2. Architect's Action: If necessary, Architect will request additional information or documentation for evaluation within seven days of receipt of a request for substitution.

Architect will notify Contractor of acceptance or rejection of proposed substitution within 15 days of receipt of request, or seven 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 a qualified testing agency to perform compatibility tests recommended by manufacturers.

1.5 PROCEDURES

A. Coordination: Revise or adjust affected work as necessary to integrate work of the approved substitutions.

1.6 SUBSTITUTIONS

A. Substitutions for Cause: Submit requests for substitution immediately on discovery of need for change, but not later than fifteen [15] days prior to time required for preparation and review of related submittals.

Berrien Springs Public Schools 3 - 012500 Substitution Procedures

1. Conditions: Architect will consider Contractor's request for substitution when the following conditions are satisfied. If the following conditions are not satisfied, Architect will return requests without action, except to record noncompliance with these requirements:

a. Requested substitution is consistent with the Contract Documents and will produce indicated results.

b. Substitution request is fully documented and properly submitted.

c. Requested substitution will not adversely affect Contractor's construction schedule.

d. Requested substitution has received necessary approvals of authorities having jurisdiction.

e. Requested substitution is compatible with other portions of the Work.

f. Requested substitution has been coordinated with other portions of the Work.

g. Requested substitution provides specified warranty.

h. If requested substitution involves more than one contractor, requested substitution has been coordinated with other portions of the Work, is uniform and consistent, is compatible with other products, and is acceptable to all contractors involved.

B. Substitutions for Convenience: Architect will consider requests for substitution if received within 30 days after the Notice of Award. Requests received after that time may be considered or rejected at discretion of Architect.

1. Conditions: Architect will consider Contractor's request for substitution when the following conditions are satisfied. If the following conditions are not satisfied, Architect will return requests without action, except to record noncompliance with these requirements:

a. Requested substitution offers Owner a substantial advantage in cost, time, energy conservation, or other considerations, after deducting additional responsibilities Owner must assume. Owner's additional responsibilities may include compensation to Architect for redesign and evaluation services, increased cost of other construction by Owner, and similar considerations.

b. Requested substitution does not require extensive revisions to the Contract Documents.

c. Requested substitution is consistent with the Contract Documents and will produce indicated results.

d. The substitution request is fully documented and properly submitted.

e. Requested substitution will not adversely affect Contractor's construction schedule.

f. Requested substitution has received necessary approvals of authorities having jurisdiction.

g. Requested substitution is compatible with other portions of the Work.

h. Requested substitution has been coordinated with other portions of the Work.

i. Requested substitution provides specified warranty.

j. If requested substitution involves more than one contractor, requested substitution has been coordinated with other portions of the Work, is uniform and consistent, is compatible with other products, and is acceptable to all contractors involved.

PART 2 - PRODUCTS (Not Used)

END OF SECTION 012500

Berrien Springs Public Schools 1 - 012600 Contract Modification Procedures

SECTION 012600

CONTRACT MODIFICATION PROCEDURES

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes administrative and procedural requirements for handling and processing Contract modifications.

1.2 MINOR CHANGES IN THE WORK

A. Architect will issue supplemental instructions authorizing minor changes in the Work, involving minor adjustments to the Contract Sum; not affecting the Contract Time, on AIA Document G710 (Architect’s Supplemental Instructions).

1. Work Change Proposal Requests issued by Architect are not instructions either to stop work in progress or to execute the proposed change.

1.3 PROPOSAL REQUESTS

A. Owner-Initiated Proposal Requests: Architect will issue a detailed description of proposed changes in the Work that may require adjustment to the Contract Sum or the Contract Time. If necessary, the description will include supplemental or revised Drawings and Specifications.

1. Work Change Proposal Requests issued by Architect are not instructions either to stop work in progress or to execute the proposed change.

2. Within seven (7) days after receipt of Proposal Request, submit a quotation estimating cost adjustments to the Contract Sum and the Contract Time necessary to execute the change.

a. Include a list of quantities of products required or eliminated and unit costs, with total amount of purchases and credits to be made. If requested, furnish survey data to substantiate quantities.

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

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

d. 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.

B. Contractor-Initiated Proposals: If latent or changed conditions require modifications to the Contract, Contractor may initiate a claim by submitting a request for a change to Architect.

1. Include a statement outlining 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 the Contract Time.

Berrien Springs Public Schools 2 - 012600 Contract Modification Procedures

2. Include a list of quantities of products required or eliminated and unit costs, with total amount of purchases and credits to be made. If 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. 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.

6. Comply with requirements in Section 012500 "Substitution Procedures" if the proposed change requires substitution of one product or system for product or system specified.

1.4 CHANGE ORDER PROCEDURES

A. On Owner's approval of a Work Change Proposal Request, Architect will issue a Change Order for signatures of Owner and Contractor on AIA Document G701.

PART 2 - PRODUCTS (Not Used)

END OF SECTION 012600

Berrien Springs Public Schools 1 - 012900 Payment Procedures

SECTION 012900

PAYMENT PROCEDURES

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes administrative and procedural requirements necessary to prepare and process Applications for Payment.

1.2 SCHEDULE OF VALUES

A. Coordination: Coordinate preparation of the schedule of values with preparation of Contractor's construction schedule.

1. Coordinate line items in the schedule of values with items required to be indicated as separate activities in Contractor's construction schedule.

2. Submit the schedule of values to Architect at earliest possible date, but no later than 15 days before the date scheduled for submittal of initial Applications for Payment.

B. Content: Use Project Drawings to determine list of values and trades.

1. Arrange schedule of values consistent with format of AIA Document G703.

2. Provide a breakdown of the Contract Sum in enough detail to facilitate continued evaluation of Applications for Payment and progress reports. Provide multiple line items for principal subcontract amounts in excess of Five Percent (5%) of the Contract Sum.

3. Provide a separate line item in the schedule of values for each part of the Work where Applications for Payment may include materials or equipment purchased or fabricated and stored, but not yet installed.

a. Differentiate between items stored on-site and items stored off-site.

4. Allowances: Provide a separate line item in the schedule of values for each allowance.

Show line-item value of unit-cost allowances, as a product of the unit cost, multiplied by measured quantity. Use information indicated in the Contract Documents to determine quantities.

5. Overhead Costs: Include total cost and proportionate share of general overhead and profit for each line item.

1.3 APPLICATIONS FOR PAYMENT

A. Each Application for Payment following the initial Application for Payment shall be consistent with previous applications and payments as certified by Architect and paid for by Owner.

B. Retainage: For each progress payment made prior to Substantial Completion of the Work, Owner will withhold Ten Percent (10%) as retainage, from the payment otherwise due.

C. Payment Application Times: Submit Application for Payment to Architect by the thirtieth of the month. The period covered by each Application for Payment is one month, ending on the last day of the month.

Berrien Springs Public Schools 2 - 012900 Payment Procedures

1. Submit draft copy of Application for Payment seven (7) days prior to due date for review by Architect.

D. Application for Payment Forms: Use AIA Document G702 and AIA Document G703 as form for Applications for Payment.

E. Application Preparation: Complete every entry on the form. Notarize and execute by a person authorized to sign legal documents on behalf of Contractor. Architect will return incomplete applications without action.

1. Entries shall match data on the schedule of values and Contractor's construction schedule. Use updated schedules if revisions were made.

2. Include amounts for work completed following previous Application for Payment, whether or not payment has been received. Include only amounts for work completed at time of Application for Payment.

3. Include amounts of Change Orders and Construction Change Directives issued before last day of construction period covered by application.

F. Transmittal: Submit one (1) signed and notarized copy of each Application for Payment to Architect via email. Include waivers of lien and similar attachments if required.

G. Waivers of Mechanic's Lien: With each Application for Payment, submit waivers of mechanic's lien from entities lawfully entitled to file a mechanic's lien arising out of the Contract and related to the Work covered by the payment.

1. Submit partial waivers on each item for amount requested in previous application, after deduction for retainage, on each item.

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

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

4. Submit final Application for Payment with or preceded by conditional final waivers from every entity involved with performance of the Work covered by the application who is lawfully entitled to a lien.

5. Waiver Forms: Submit executed waivers of lien on forms acceptable to Owner.

H. Initial Application for Payment: Administrative actions and submittals that must precede or coincide with submittal of first Application for Payment include the following:

1. List of subcontractors.

2. Schedule of values.

3. Contractor's construction schedule (preliminary if not final).

4. Copies of building permits.

5. Copies of authorizations and licenses from authorities having jurisdiction for performance of the Work.

6. Certificates of insurance and insurance policies.

7. Performance and payment bonds.

8. Data needed to acquire Owner's insurance.

I. Application for Payment at Substantial Completion: After Architect issues the Certificate of Substantial Completion, submit an Application for Payment showing 100 percent completion for portion of the Work claimed as substantially complete.

1. Include documentation supporting claim that the Work is substantially complete and a statement showing an accounting of changes to the Contract Sum.

2. This application shall reflect Certificate(s) of Substantial Completion issued previously for Owner occupancy of designated portions of the Work.

Berrien Springs Public Schools 3 - 012900 Payment Procedures

J. Final Payment Application: After completing Project closeout requirements, submit final Application for Payment with releases and supporting documentation not previously submitted and accepted, including, but not limited, to the following:

1. Evidence of completion of Project closeout requirements.

2. Insurance certificates for products and completed operations where required and proof that taxes, fees, and similar obligations were paid.

3. Updated final statement, accounting for final changes to the Contract Sum.

4. AIA Document G706.

5. AIA Document G706A.

6. AIA Document G707.

7. Evidence that claims have been settled.

END OF SECTION 012900

Berrien Springs Public Schools 1 - 013100 Project Management and Coordination

SECTION 013100

PROJECT MANAGEMENT AND COORDINATION

PART 1 - GENERAL

1.1 SUMMARY

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

1. General coordination procedures.

2. Coordination drawings.

3. RFIs.

4. Digital project management procedures.

5. Project meetings.

1.2 INFORMATIONAL SUBMITTALS

A. Subcontract List: Prepare a written summary identifying individuals or firms proposed for each portion of the Work, including those who are to furnish products or equipment fabricated to a special design. Include the following information in tabular form:

1. Name, address, telephone number, and email address of entity performing subcontract or supplying products.

2. Drawing number and detail references, as appropriate, covered by subcontract.

1.3 GENERAL COORDINATION PROCEDURES

A. Coordination: Coordinate construction operations included in different Sections of the Specifications to ensure efficient and orderly installation of each part of the Work. Coordinate construction operations included in different Sections that depend on each other for proper installation, connection, and operation.

1. Schedule construction operations in sequence required to obtain the best results where installation of one part of the Work depends on installation of other components, before or after its own installation.

2. Coordinate installation of different components to ensure maximum performance and accessibility for required maintenance, service, and repair.

3. Make adequate provisions to accommodate items scheduled for later installation.

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

1. Preparation of Contractor's construction schedule.

2. Preparation of the schedule of values.

3. Installation and removal of temporary facilities and controls.

4. Delivery and processing of submittals.

5. Progress meeting. If appropriate to duration.

6. Project closeout activities.

7. Startup and adjustment of systems.

Berrien Springs Public Schools 2 - 013100 Project Management and Coordination

1.4 REQUEST FOR INFORMATION (RFI)

A. General: Immediately on discovery of the need for additional information, clarification, or interpretation of the Contract Documents, Contractor shall prepare and submit an RFI in the form specified.

1. Architect will return without response those RFIs submitted to Architect by other entities controlled by Contractor.

2. Coordinate and submit RFIs in a prompt manner to avoid delays in Contractor's work or work of subcontractors.

B. RFI Forms: AIA Document G716.

C. Architect's Action: Architect will review each RFI, determine action required, and respond. Allow seven days for Architect's response for each RFI. RFIs received by Architect after 1:00 p.m. will be considered as received the following working day.

1. The following Contractor-generated RFIs will be returned without action:

a. Requests for approval of submittals.

b. Requests for approval of substitutions.

c. Requests for approval of Contractor's means and methods.

d. Requests for coordination information already indicated in the Contract

Documents.

e. Requests for adjustments in the Contract Time or the Contract Sum.

f. Requests for interpretation of Architect's actions on submittals.

g. Incomplete RFIs or inaccurately prepared RFIs.

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

3. Architect's action on RFIs that may result in a change to the Contract Time, or the Contract Sum may be eligible for Contractor to submit Change Proposal according to Section 012600 "Contract Modification Procedures."

a. If Contractor believes the RFI response warrants change in the Contract Time or the Contract Sum, notify Architect in writing within five days of receipt of the RFI response.

D. RFI Log: Prepare, maintain, and submit a tabular log of RFIs organized by the RFI number.

Submit log weekly via email. Include the following:

1. Project name.

2. Name and address of Contractor.

3. Name and address of Architect.

4. RFI number including RFIs that were returned without action or withdrawn.

5. RFI description.

6. Date the RFI was submitted.

7. Date Architect's response was received.

E. On receipt of Architect's action, update the RFI log and immediately distribute the RFI response to affected parties. Review response and notify Architect within three days if Contractor disagrees with response.

Berrien Springs Public Schools 3 - 013100 Project Management and Coordination

1.5 DIGITAL PROJECT MANAGEMENT PROCEDURES

A. Use of Architect's Digital Data Files: Digital data files of Architect's BIM model will be provided by Architect for Contractor's use during construction.

1. Digital data files may be used by Contractor in preparing coordination drawings, Shop Drawings, and Project record Drawings.

2. Architect makes no representations as to the accuracy or completeness of digital data files as they relate to Contract Drawings.

3. Digital Drawing Software Program: Contract Drawings are available in Autodesk Revit Version 2023.

4. The contractor and their subcontractors shall execute a data licensing agreement in the form of AIA Document C106 Digital Data Licensing Agreement.

B. PDF Document Preparation: Where PDFs are required to be submitted to Architect, prepare as follows:

1. Assemble complete submittal package into a single indexed file incorporating submittal requirements of a single Specification Section and transmittal form with links enabling navigation to each item.

2. Name file with submittal number or other unique identifier, including revision identifier.

3. Certifications: Where digitally submitted certificates and certifications are required, provide a digital signature with a digital certificate on where indicated.

1.6 PROJECT MEETINGS

A. General: Schedule and conduct meetings and conferences at Project site unless otherwise indicated.

B. Preconstruction Conference: Schedule and conduct a preconstruction conference before starting construction, at a time convenient to Owner and Architect, but no later than 15 days after execution of the Agreement.

1. Attendees: Authorized representatives of Owner, Architect, and their consultants;

Contractor and its superintendent; major subcontractors; suppliers; and other concerned parties shall attend the conference. Participants at the conference shall be familiar with the Project and authorized to conclude matters relating to the Work.

2. Agenda: Discuss items of significance that could affect progress, including the following:

a. Responsibilities and personnel assignments.

b. Tentative construction schedule.

c. Phasing.

d. Critical work sequencing and long lead items.

e. Designation of key personnel and their duties.

f. Lines of communications.

g. Procedures for processing field decisions and Change Orders.

h. Procedures for processing Applications for Payment.

i. Distribution of the Contract Documents.

j. Submittal procedures.

k. Preparation of Record Documents.

l. Use of the premises.

m. Working hours.

n. Owner's occupancy requirements.

o. Responsibility for temporary facilities and controls.

p. Procedures for disruptions and shutdowns.

Berrien Springs Public Schools 4 - 013100 Project Management and Coordination

q. Construction waste management and recycling.

r. Parking availability.

s. Office, work, and storage areas.

t. Equipment deliveries and priorities.

u. First aid.

v. Security.

w. Progress cleaning.

3. Minutes: Entity responsible for conducting meeting will record and distribute meeting minutes.

C. Progress Meetings: Conduct progress meetings at intervals acceptable to the Owner.

1. Attendees: In addition to representatives of Owner and Architect, each contractor, subcontractor, supplier, and other entity concerned with current progress or involved in planning, coordination, or performance of future activities shall be represented at these meetings. All participants at the meeting shall be familiar with the Project and authorized to conclude matters relating to the Work.

2. Agenda: Review and correct or approve minutes of previous progress meeting. Review other items of significance that could affect progress. Include topics for discussion as appropriate to status of Project.

a. Contractor's Construction Schedule: Review progress since the last meeting.

Determine whether each activity is on time, ahead of schedule, or behind schedule, in relation to Contractor's construction schedule. Determine how construction behind schedule will be expedited; secure commitments from parties involved to do so. Discuss whether schedule revisions are required to ensure that current and subsequent activities will be completed within the Contract Time.

1) Review schedule for next period.

b. Review present and future needs of each entity present, including the following:

1) Interface requirements.

2) Sequence of operations.

3) Status of submittals.

4) Deliveries.

5) Off-site fabrication.

6) Access.

7) Site use.

8) Temporary facilities and controls.

9) Progress cleaning.

10) Quality and work standards.

11) Status of correction of deficient items.

12) Field observations.

13) Status of RFIs.

14) Status of Proposal Requests.

15) Pending changes.

16) Status of Change Orders.

17) Pending claims and disputes.

18) Documentation of information for payment requests.

3. Minutes: Entity responsible for conducting the meeting will record and distribute the meeting minutes to each party present and to parties requiring information.

Berrien Springs Public Schools 5 - 013100 Project Management and Coordination

a. Schedule Updating: Revise Contractor's construction schedule after each progress meeting where revisions to the schedule have been made or recognized. Issue revised schedule concurrently with the report of each meeting.

END OF SECTION 013100

Berrien Springs Public Schools 1 - 013200 Construction Progress Documentation

SECTION 013200

CONSTRUCTION PROGRESS DOCUMENTATION

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes administrative and procedural requirements for documenting the progress of construction during performance of the Work, including the following:

1. Contractor's Construction Schedule.

2. Construction schedule updating reports.

3. Weekly construction reports.

4. Site condition reports.

1.2 INFORMATIONAL SUBMITTALS

A. Format for Submittals: Submit required submittals in the following format:

1. PDF file.

B. Contractor's Construction Schedule: Initial schedule, of size required to display entire schedule for entire construction period.

C. Construction Reports: Submit at weekly intervals.

D. Site Condition Reports: Submit at time of discovery of differing conditions.

1.3 COORDINATION

A. Coordinate Contractor's Construction Schedule with the schedule of values, list of subcontracts, submittal schedule, progress reports, payment requests, and other required schedules and reports.

1. Secure time commitments for performing critical elements of the Work from entities involved.

2. Coordinate each construction activity in the network with other activities and schedule them in proper sequence.

1.4 CONTRACTOR'S CONSTRUCTION SCHEDULE

A. Computer Scheduling Software: Prepare schedules using current version of a program that has been developed specifically to manage construction schedules.

B. Time Frame: Extend schedule from date established for commencement of the Work to date of final completion.

1. Contract completion date shall not be changed by submission of a schedule that shows an early completion date, unless specifically authorized by Change Order.

Berrien Springs Public Schools 2 - 013200 Construction Progress Documentation

C. Activities: Treat each area or trade as a separate numbered activity for each main element of the Work. Comply with the following:

1. Activity Duration: Define activities so no activity is longer than 20 days, unless specifically allowed by the Architect.

2. Procurement Activities: Include procurement process activities for the following long lead items and major items, requiring a cycle of more than 60 days, as separate activities in schedule. Procurement cycle activities include, but are not limited to, submittals, approvals, purchasing, fabrication, and delivery.

3. Submittal Review Time: Include review and resubmittal times indicated in Section 013300 "Submittal Procedures" in schedule. Coordinate submittal review times in Contractor's Construction Schedule with submittal schedule.

4. Startup and Testing Time: Include no fewer than 3 days for startup and testing.

5. Commissioning Time: Include no fewer than 5 days for commissioning.

6. Substantial Completion: Indicate completion in advance of date established for

Substantial Completion and allow time for Architect's administrative procedures necessary for…