Project Maual - Recombined.pdf

Project Manual

Roof Replacement at the Elementary Dorm Wing - WV School for the Deaf and Blind Romney, WV

For:

WV School for the Deaf and Blind 301 East Main Street Romney, WV 26757

Construction Documents May 29, 2026

Architect's Project Number 2026-068

717 Bigley Avenue Charleston, WV 25302

(304)345-1060

Tower Engineering 115 Evergreen Heights Road

Suite 400 Pittsburgh, PA 15229

(412) 931-8888

Mechanical / Electrical / Plumbing Consultant

PROJECT MANUAL TABLE OF CONTENTS Page 1 of 2 Roof Replacement at the Elementary Dorm Wing - WVSDB

PROJECT MANUAL TABLE OF CONTENTS

BIDDING REQUIREMENTS

Form of Proposal

CONDITIONS OF CONTRACT

General Conditions of the Contract for Construction (AIA A201 - 2017) Notice of Defective or Non-Conforming Work (Form 406-A) Resolution of Defective or Non-Conforming Work (Form 406-B) Notice of Non-Compliance w Project Requirement (Form 407-A) Resolution of Non-Compliance w Project Requirements (Form 407-B) Notice of Breach of Contract (Form 408) State of WV Supplementary Conditions

CONTRACT FORMS

Supplemental Attachment (AIA G715 – 2017) Application and Certificate for Payment (AIA G702/G703 - 1992) Work Changes Proposal Request (AIA G709 - 2018) Change Order (AIA G701 - 2017) Construction Change Directive (AIA G714 - 2017) Architect's Supplemental Instructions (AIA G7l0 – 2017) Certificate of Substantial Completion (AIA G704 - 2017) Contractor's Affidavit of Payment of Debts and Claims (AIA G706 - 1994) Contractor's Affidavit of Release of Liens (AIA G706A - 1994) Consent of Surety to Final Payment (AIA G707 - 1994)

DIVISION 01 - GENERAL REQUIREMENTS

011000 Summary 012100 Allowances 012500 Substitution Procedures 012600 Contract Modification Procedures 012900 Payment Procedures 013100 Project Management and Coordination 013200 Construction Progress Documentation 013233 Photographic Documentation 013300 Submittal Procedures 014000 Quality Requirements 014200 References 015000 Temporary Facilities and Controls 016000 Product Requirements 017300 Execution 017700 Closeout Procedures 017823 Operation and Maintenance Data 017839 Project Record Documents

PROJECT MANUAL TABLE OF CONTENTS Page 2 of 2

DIVISION 02 – EXISTING CONDITIONS

024119 Selective Demolition WECI 3-Year Asbestos Inspection Report (For Reference Only)

DIVISION 05 - METALS

055000 Metal Fabrications

DIVISION 06 - WOOD, PLASTICS, AND COMPOSITES

061050 Miscellaneous Carpentry

DIVISION 07 - THERMAL AND MOISTURE PROTECTION

070150.19 Prep for Re-Roofing

075323 Ethylene-Propylene-Diene-Monomer (EPDM) Roofing 077100 Roof Specialties

DIVISION 09 - FINISHES

092900 Gypsum Board

DIVISION 22 – PLUMBING

220500 General Provisions and Common Work Results for Plumbing 220529 Hangers and Supports for Plumbing Piping and Equipment 220553 Identification for Plumbing piping and Equipment 220700 Plumbing Insulation 221316 Sanitary Waste and Vent Piping 221413 Storm Drainage Piping 221423 Storm Drainage Piping Specialties

DIVISION 26 - ELECTRICAL

260100 Basic Electrical Requirements 260519 Low Voltage Electrical Power Conductors and Cables 260526 Grounding and Bonding for Electrical Systems 264113 Lighting Protection for Structures

END OF TABLE OF CONTENTS

PRICING SHEET PS -1-

WEST VIRGINIA SCHOOL FOR THE DEAF AND BLIND

EXHIBIT A PRICING SHEET

Bidder's Name

Bidder's Address

Bidder's Phone No.

Bidder's WV Business Registration I.D. No.

Bidder's WV Contractor License No.

PROPOSAL FOR GENERAL CONSTRUCTION

ROOF REPLACEMENT AT THE ELEMENTARY DORM WING - WVSDB

Romney, West Virginia

Date:____________

The West Virginia School of the Deaf and Blind 301 East Main Street Romney, West Virginia 26757

To Whom It May Concern:

I (We) in accordance with your Advertisement for Bids for General Construction for Roof Replacement at the Elementary Dorm Wing – WVSDB, having examined drawings and specifications, all as prepared by Williamson Shriver Architects, Inc. and having visited the site of the proposed work, and being familiar with all of the conditions surrounding this proposal, propose to provide for the Project Work stated herein in accordance with the contract documents, within the time stated herein, and at the prices stated below.

PRICING SHEET PS -2-

BASE PRICE

To provide all labor, materials, tools, equipment and supervision to perform all General Construction Work for Roof Replacement at the Elementary Dorm Wing – WVSDB, for the sum of:

Note: Base Bid to include Allowances as indicated in specifications.

(SEAL IF BID IS BY Respectfully submitted, CORPORATION)

Bidding Firm’s Name

Corporate Officer Signature

Corporate Officer Printed Name

Corporate Officer Title

NOTICE OF DEFECTIVE OR NON-CONFORMING WORK

FORM 406-A

Project Name: ______________________________________ County: _________________________

Contractor: _________________________________________ Date: ___________________________

To: Name: __________________________

Position: __________________________ Company: __________________________

You are hereby notified that the following work has been found to be defective or not in accordance with the Contract Documents:

See Attached EXHIBIT Date: ____________________________

This Notice of Defective or Non-Conforming work is a demand of the Contract Administrator that the above identified rejected work shall be brought into conformity with the Contract Documents by no later than the time fixed herein below. Failure on the part of the Contractor to comply with this demand within the time allowed with constitute a breach of contract and will, in addition, constitute neglect and failure to perform pursuant to which neglect and failure, the Owner will, after _____ (__) days written notice to the Contractor, be entitled under the terms of the General Conditions to make good the above mentioned deficiencies with deduction of the cost thereof from any payment due to become due to the Contractor.

The General Conditions provides that the Contractor shall promptly correct all work rejected and that the Contractor shall bear all costs of correcting such rejected work. It is the opinion of the Contract Administrator that taking all circumstances into consideration, the Contractor must have completed the aforesaid no later than the close of the business day on __________________. The designation of the space of time allowed is not an extension of time, does not alter the pace of the construction progress schedule, and does not extend the time for making good deficiencies on any earlier notices of defective or non-conforming work. It is the time within which the deficiencies must have been made good or the omissions supplied under pain of giving rise to a right of the Owner to have the work performed directly and promptly at the expense of the Contractor.

Sincerely, Name: __________________________

CC: Owner Representative: __________________________

RESOLUTION OF DEFECTIVE OR NON-CONFORMING WORK

FORM 406-B

This is to inform you that the previously referenced Notice is hereby dissolved.

The letter of _____________________notified you that work rejected by Notice of Defective or Non- Conforming Work Number ___________as described in Exhibit '__' dated _______________and enclosed herewith, has been corrected.

Pursuant to our inspection of the work made ____________________, we herewith dissolve the Notice of Defective of Non-Conforming Work dated ______________________.

NOTICE OF NON-COMPLIANCE WITH PROJECT REQUIREMENTS

FORM 407-A

You are hereby notified that you are not in compliance with requirements of the Contract Documents:

Description of item(s) found not in compliance with the Contract Documents:

This Notice of Non-Compliance is a demand of the Contract Administrator that the above identified non-compliant shall be brought into compliance with the Contract Documents by no later than the time fixed herein below. Failure on the part of the Contractor to comply with this demand within the time allowed with constitute a breach of contract and will, in addition, constitute neglect and failure to perform pursuant to which neglect and failure, the Owner will, after _____ (__) days written notice to the Contractor, be entitled under the terms of the General Conditions to make good the above mentioned deficiencies with deduction of the cost thereof from any payment due to become due to the Contractor.

The General Conditions provides that the Contractor shall promptly correct all items not in compliance with the Contract Documents and that the Contractor shall bear all costs of correcting such items. It is the opinion of the Contract Administrator that taking all circumstances into consideration, the Contractor must have completed the aforesaid no later than the close of the business day on __________________. The designation of the space of time allowed is not an extension of time, does not alter the pace of the construction progress schedule, and does not extend the time for making good deficiencies on any earlier notices of defective or non-conforming work or notices of non-compliance. It is the time within which the deficiencies must have been made good or the omissions supplied under pain of giving rise to a right of the Owner to have the work performed directly and promptly at the expense of the Contractor.

RESOLUTION OF NON-COMPLIANCE WITH PROJECT

REQUIREMENTS

FORM 407-B

This is to inform you that the above referenced Notice is hereby dissolved.

The letter of _____________________notified you non-compliance that work rejected by Notice of Defective or Non-Conforming Work Number ___________as described in Exhibit '__' dated __/__/____and enclosed herewith, has been corrected.

Pursuant to our inspection of the work made ____________________, we herewith dissolve the Notice of Defective of Non-Conforming Work dated ______________________.

NOTICE OF BREACH OF CONTRACT

FORM 408

This is to inform you that you are in breach of Section _______ of the Agreement between the Owner and the Contractor dated __/__/____.

Specifically, you have breached the following obligation under the contract as noted in Exhibit ‘__’ dated

Unless you remedy this breach within __ days, measures will be taken to protect the Owner’s rights under the Contract and applicable law. All rights are reserved under this notice.

CC: Contractor’s Bonding Company: ___________________

Owner Representative: __________________________

Appendix 48

Appendix 49

Appendix 50

Appendix 51

Appendix 52

Appendix 53

Appendix 54

Appendix 55

Appendix 56

Appendix 57

Appendix 58

Appendix 59

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SUMMARY

011000 - 1 of 4

SECTION 011000 - SUMMARY

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

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

1.2 SUMMARY

A. Section Includes:

1. Project information.

2. Work covered by Contract Documents.

3. Work and Time Schedule

4. Contractor's use of site and premises.

5. Coordination with occupants.

6. Work restrictions.

7. Specification and Drawing conventions.

B. Related Requirements:

1. Section 015000 "Temporary Facilities and Controls" for limitations and procedures governing temporary use of Owner's facilities.

2. Section 017300 "Execution" for coordination of Owner-installed products.

1.3 DEFINITIONS

A. Work Package: A group of specifications, drawings, and schedules prepared by the design team to describe a portion of the Project Work for pricing, permitting, and construction.

1.4 PROJECT INFORMATION

A. Project Identification: Roof Replacement at the Elementary Dorm Wing - WVSDB

1. Project Location: 301 E Main St., Romney, WV 26757 (Old Elementary Building)

B. Owner: West Virginia School of the Deaf and Blind

1. Location: 301 East Main Street, Romey, WV 26757

a. Contact information: Voice: (304) 558-8833

2. Owner’s Representative:

a. Owner's Representative: Tabitha Crist, CFO

C. Architect: The Contract Documents, dated May 29, 2026, were prepared for Project by Williamson Shriver Architects, Inc.

1. Location: 717 Bigley Avenue, Charleston, West Virginia 25302

a. Contact information: Voice: (304) 345-1060; FAX: (304) 345-3693.

011000 - 2 of 4

D. Architect's Consultants: The Architect has retained the following design professionals who have prepared designated portions of the Contract Documents:

1. Plumbing, HVAC, Electrical, and Fire Protection Engineering

a. Tower Engineering - (412) 931-8888

1) James N. Kosinski, PE

E. Web-Based Project Software: Project software will be used for purposes of managing communication and documents during the construction stage.

1. See Section 013100 "Project Management and Coordination." for requirements for using web-based Project software.

1.5 WORK COVERED BY CONTRACT DOCUMENTS

A. The Work of Project is defined by the Contract Documents and includes, but is not limited to, the following:

1. Roofing replacement of the entire old elementary school east wing, approximately +- 10,000 square feet, and adjacent connection corridor, wood parapet replacement, new roof drains and associated piping, new lightning protection replacement, and all other work shown on the contract documents.

B. Type of Contract:

1. The project will be constructed under a single prime contract.

1.6 CONTRACTOR'S USE OF SITE AND PREMISES

A. Restricted Use of Site: Contractor shall have limited use of Project site for construction operations as indicated on Drawings by the Contract limits and as indicated by requirements of this Section.

B. Condition of Existing Building: Maintain portions of existing building affected by construction operations in a weathertight condition throughout construction period. Repair damage caused by construction operations.

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

1.7 COORDINATION WITH OCCUPANTS

A. Full Owner Occupancy: Owner will occupy Project site and existing building(s) during entire construction period. Cooperate with Owner during construction operations to minimize conflicts and facilitate Owner usage. Perform the Work so as not to interfere with Owner's day-to-day operations. Maintain existing exits unless otherwise indicated.

011000 - 3 of 4

1. Maintain access to existing walkways, corridors, and other adjacent occupied or used facilities. Do not close or obstruct walkways, corridors, or other occupied or used facilities without written permission from Owner and approval of authorities having jurisdiction.

2. Notify Owner not less than 72 hours in advance of activities that will affect Owner's operations.

1.8 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: Work shall be generally performed during normal business working hours, Monday through Friday, except 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 arranging for temporary utility services according to requirements indicated:

1. Notify Architect and Owner not less than two 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, and other controlled substances on Owner's property is not permitted.

E. Employee Identification: Provide identification tags for Contractor personnel working on Project site. Require personnel to use identification tags at all times.

F. Employee Screening: Comply with Owner's requirements for drug and background screening of Contractor personnel working on Project site.

1. Maintain list of approved screened personnel with Owner's representative.

1.9 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. Text Color: Text used in the Specifications, including units of measure, manufacturer and product names, and other text may appear in multiple colors or underlined as part of a hyperlink; no emphasis is implied by text with these characteristics.

011000 - 4 of 4

3. Hypertext: Text used in the Specifications may contain hyperlinks. Hyperlinks may allow for access to linked information that is not residing in the Specifications. Unless otherwise indicated, linked information is not part of the Contract Documents.

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

B. Division 00 Contracting Requirements: General provisions of the Contract, including General and Supplementary Conditions, apply to all Sections of the Specifications.

C. Division 01 General Requirements: Requirements of Sections in Division 01 apply to the Work of all Sections in the Specifications.

D. Drawing Coordination: Requirements for materials and products identified on Drawings are described in detail in the Specifications. One or more of the following are used on Drawings to identify materials and products:

1. Terminology: Materials and products are identified by the typical generic terms used in the individual Specifications Sections.

2. Abbreviations: Materials and products are identified by abbreviations published as part of the U.S. National CAD Standard.

3. Keynoting: Materials and products are identified by reference keynotes referencing Specification Section numbers found in this Project Manual.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION (Not Used)

END OF SECTION 011000

ALLOWANCES

012100 - 1 of 4

SECTION 012100 - ALLOWANCES

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

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

1.2 SUMMARY

A. Section includes administrative and procedural requirements governing allowances.

1. Certain items are specified in the Contract Documents by allowances. Allowances have been established in lieu of additional requirements and to defer selection of actual materials and equipment to a later date when direction will be provided to Contractor. If necessary, additional requirements will be issued by Change Order.

B. Types of allowances include the following:

1. Contingency allowances.

1.3 SELECTION AND PURCHASE

A. At the earliest practical date after award of the Contract, advise Architect of the date when final selection and purchase of each product or system described by an allowance must be completed to avoid delaying the Work.

B. At Architect's request, obtain proposals for each allowance for use in making final selections.

Include recommendations that are relevant to performing the Work.

C. Purchase products and systems selected by Architect from the designated supplier.

1.4 ACTION SUBMITTALS

A. Submit proposals for purchase of products or systems included in allowances, in the form specified for Change Orders.

1.5 INFORMATIONAL SUBMITTALS

A. Submit invoices or delivery slips to show actual quantities of materials delivered to the site for use in fulfillment of each allowance.

B. Submit time sheets and other documentation to show labor time and cost for installation of allowance items that include installation as part of the allowance.

012100 - 2 of 4

C. Coordinate and process submittals for allowance items in same manner as for other portions of the Work.

1.6 COORDINATION

A. Coordinate allowance items with other portions of the Work. Furnish templates as required to coordinate installation.

1.7 CONTINGENCY ALLOWANCES

A. Use the contingency allowance only as directed by Architect for Owner's purposes and only by Construction Change Directives that indicate amounts to be charged to the allowance.

B. Contractor's overhead, profit, bonds, insurance, and other related costs are to be part of the Contract Sum. Cost items to be priced under the allowance will include the proper labor, materials, equipment, subcontractors, freight, material handling, and other related costs and will be deducted from the allowance.

C. At Project closeout, credit unused amounts remaining in the contingency allowance to Owner by Change Order.

1.8 ADJUSTMENT OF ALLOWANCES

A. Allowance Adjustment: To adjust allowance amounts, prepare a Construction Change Directive Request proposal based on the difference between purchase amount and the allowance, multiplied by final measurement of work-in-place where applicable. If applicable, include reasonable allowances for cutting losses, tolerances, mixing wastes, normal product imperfections, and similar margins.

1. Include installation costs in purchase amount only where indicated as part of the allowance.

2. If requested, prepare explanation and documentation to substantiate distribution of overhead costs and other margins claimed.

3. Submit substantiation of a change in scope of work, if any, claimed in Change Orders related to unit-cost allowances.

4. Owner reserves the right to establish the quantity of work-in-place by independent quantity survey, measure, or count.

B. Submit claims for increased costs because of a change in scope or nature of the allowance described in the Contract Documents, whether for the purchase order amount or Contractor's handling, labor, installation, overhead, and profit.

1. Do not include Contractor's or subcontractor's indirect expense in the Change Order cost amount unless it is clearly shown that the nature or extent of work has changed from what could have been foreseen from information in the Contract Documents.

2. No change to Contractor's indirect expense is permitted for selection of higher- or lower-priced materials or systems of the same scope and nature as originally indicated.

012100 - 3 of 4

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION

3.1 EXAMINATION

A. Examine products covered by an allowance promptly on delivery for damage or defects. Return damaged or defective products to manufacturer for replacement.

3.2 PREPARATION

A. Coordinate materials and their installation for each allowance with related materials and installations to ensure that each allowance item is completely integrated and interfaced with related work.

3.3 SCHEDULE OF ALLOWANCES

A. Allowance No. 1: Contingency Allowance: Include a contingency allowance of $50,000.00 for unforeseen plumbing and roofing conditions.

END OF SECTION 012100

012100 - 4 of 4

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SUBSTITUTION PROCEDURES

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SECTION 012500 - SUBSTITUTION PROCEDURES

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

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

1.2 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.

1.3 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 Bid: Changes proposed by a bidder that in their interpretations meet the product specifications.

2. 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.

3. 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.

1.4 ACTION SUBMITTALS

A. Substitution Requests: Submit request for consideration electronically. Submit samples when requested. 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 13.1.

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

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

b. Coordination 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.

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c. Detailed comparison of significant qualities of proposed substitution with those of the Work specified. Include annotated copy of applicable Specification Section.

Significant qualities may include attributes such as performance, weight, size, 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.

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

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

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

i. Research reports evidencing compliance with building or fire code in effect for

Project.

j. 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.

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

l. 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.

m. 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.

3. 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 fifteen 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.

1.5 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.

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1.6 PROCEDURES

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

PART 2 - PRODUCTS

2.1 SUBSTITUTIONS

A. Substitutions prior to Bid: While the design team has carefully researched and selected products to allow for bidding competition of products, requests for substitutions to 10 days prior to bid opening.Submissions must be received by the Architect by 5:00 p.m. local prevailing time at the office of the Architect.

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

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.

C. Substitutions for Convenience: Architect will consider requests for substitution if received within 60 days after the Notice to Proceed. 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

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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. 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.

END OF SECTION 012500

CONTRACT MODIFICATION PROCEDURES

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SECTION 012600 - CONTRACT MODIFICATION PROCEDURES

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

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

1.2 SUMMARY

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

B. Related Requirements:

1. Section 012500 "Substitution Procedures" for administrative procedures for handling requests for substitutions made after the Contract award.

1.3 MINOR CHANGES IN THE WORK

A. 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 G710, "Architect's Supplemental Instructions."

1.4 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 21 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 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.

e. Quotation Form: Use Contractors standard quotation form.

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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.

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 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.

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.

1.5 ADMINISTRATIVE CHANGE ORDERS

A. Allowance Adjustment: See Section 012100 "Allowances" for administrative procedures for preparation of Change Order Proposal for adjusting the Contract Sum to reflect actual costs of allowances.

1.6 CHANGE ORDER PROCEDURES

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

1.7 CONSTRUCTION CHANGE DIRECTIVE

A. Change Directive: Architect may issue a Construction Change Directive on AIA Document G714 form included in Project Manual. Change Directive instructs Contractor to proceed with a change in the Work, for subsequent inclusion in a Change Order.

1. Change Directive contains a complete description of change in the Work. It also designates method to be followed to determine change in the Contract Sum or the Contract Time.

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

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

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1.8 CONTRACT MODIFICATION COST CALCULATION

A. Calculation of the cost of a proposed Contract Modification shall be subject to the following Overhead and Profit limitations:

1. For the Contractor, for any Work performed by the Contractor's own forces, 15 percent of the cost.

2. For the Contractor, for Work performed by the Contractor's Subcontractor, 10 percent of the amount due the Subcontractor.

3. For each Subcontractor or Sub-subcontractor involved, for any Work performed by that

Subcontractor's own forces, 15 percent of the cost.

4. For each Subcontractor, for Work performed by the Subcontractor's Subcontractors, 10 percent of the amount due the Sub-subcontractor.

5. Cost to which overhead and profit is to be applied shall be determined based upon the estimated labor hours shall include hours only for those workmen and working foremen directly involved in performing the Change Order work. Supervision above the level of working foremen (such as general foremen, superintendent, project manager, etc.) is considered to be included in the Overhead and Profit. Hand tools are defined as equipment with a value of $1,000 or less. For Contractor owned equipment, the "bare" equipment rental rates allowed to be used for pricing Change Order proposals shall be not more than the monthly rate listed in the most current publication of The AED Green Book divided by 176 to arrive at a maximum hourly rate to be applied to the hours the equipment is used performing the Change Order work.

6. In order to facilitate checking of quotations for extras or credits, all proposals, except those so minor that their propriety can be seen by inspection, shall be accompanied by a complete itemization of costs including labor, material, equipment and Subcontractors.

Details to be submitted will include detailed line item estimates showing detailed materials quantity take-offs, material prices by item and related labor hour pricing information and extensions (by line item or by drawing as applicable.) Where major cost items are Subcontracts, they shall also be itemized as prescribed above. In no case will a change involving over $10,000 be approved without such an itemization.

7. Local Business and Occupation Taxes, if applicable, shall be calculated on the cost of the Work, overhead and profit.

8. Overhead and profit shall not be calculated on changes in the Work involving unit prices or allowances. Unit prices and allowances are to have overhead and profit included in the price quoted

9. Under no circumstances is Contractor permitted to charge for the passage of time (often referred to as general conditions or winter conditions) without an identified, itemized, and concretely provable cost borne by Contractor. Contractor has a duty to mitigate costs during a delay period to the fullest extent possible and Contractor will not be paid for costs that could have been mitigated. Calculating a daily delay rate without properly identifying, itemizing, and proving actual, unmitigateable costs, is prohibited.

Contractor understands and accepts that it has the responsibility to prove that costs could not be mitigated prior to submitting a request for payment.

10. For revisions to the Work requested by the Owner or Architect and for substitutions requested by the Contractor and approved by the Owner and Architect, overhead and profit shall be limited to the net difference between the cost of the specified Work and cost of the revised or substituted Work.

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PART 2 - PRODUCTS (Not Used)

END OF SECTION 012600

PAYMENT PROCEDURES

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SECTION 012900 - PAYMENT PROCEDURES

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

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

1.2 SUMMARY

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

B. Related Requirements:

1. Section 012100 "Allowances" for procedural requirements governing the handling and processing of allowances.

2. Section 012600 "Contract Modification Procedures" for administrative procedures for handling changes to the Contract.

3. Section 013200 "Construction Progress Documentation" for administrative requirements governing the preparation and submittal of the Contractor's construction schedule.

1.3 DEFINITIONS

A. Schedule of Values: A statement furnished by Contractor allocating portions of the Contract Sum to various portions of the Work and used as the basis for reviewing Contractor's Applications for Payment.

1.4 SCHEDULE OF VALUES

A. Coordination: The Contractor shall provide a complete, itemized breakdown of the “Schedule of Values” for the work of this contract. This “Schedule of Values” must be submitted by the Contractor with the CPM Construction Schedule, and the Cash Flow Projection Schedule ten

(10) working days prior to the first Application for Payment by the Contractor and approved by Architect, and Owner, prior to the first payment. Unless otherwise required, each line item must include its allocable share of the Contractor’s overhead and profit. The “Schedule of Values” shall be prepared in such detail and must be supported by such data to substantiate its accuracy as required by Architect, and Owner.

1. Coordinate line items in the schedule of values with other required administrative forms and schedules, including the following:

a. Application for Payment forms with continuation sheets.

b. Submittal schedule.

c. Items required to be indicated as separate activities in Contractor's construction schedule.

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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.

a. No Applications for Payment will be processed until the Schedule of Values is submitted and approved by the Architect.

3. Subschedules for Phased Work: Where the Work is separated into phases requiring separately phased payments, provide subschedules showing values coordinated with each phase of payment.

4. Subschedules for Separate Elements of Work: Where the Contractor's construction schedule defines separate elements of the Work, provide subschedules showing values coordinated with each element.

5. Subschedules for Separate Design Contracts: Where the Owner has retained design professionals under separate contracts who will each provide certification of payment requests, provide subschedules showing values coordinated with the scope of each design services contract as described in Section 011000 "Summary."

B. Format and Content: Use Project Manual table of contents as a guide to establish line items 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 Architect.

c. Architect's project number.

d. Contractor's name and address.

e. Date of submittal.

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

3. Arrange the schedule of values in tabular form with separate columns to indicate the following for each item listed:

a. Related Specification Section or Division.

b. Description of the Work.

c. Name of subcontractor.

d. Name of manufacturer or fabricator.

e. Name of supplier.

f. Change Orders (numbers) that affect value.

g. Dollar value of the following, as a percentage of the Contract Sum to nearest one-hundredth percent, adjusted to total 100 percent.

1) Labor.

2) Materials.

3) Equipment.

4. Provide a breakdown of the Contract Sum in enough detail to facilitate continued evaluation of Applications for Payment and progress reports. Coordinate with Project Manual table of contents. Provide multiple line items for principal subcontract amounts in excess of five percent of the Contract Sum.

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a. Include separate line items for contingencies.

b. Include separate line items under Contractor and principal subcontracts for Project closeout requirements in an amount totaling five percent of the Contract Sum and subcontract amount.

5. Round amounts to nearest whole dollar; total shall equal the Contract Sum.

6. 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.

1) Billings for materials stored off-site must include a copy of the Bill of

Lading and a certificate of insurance, indicating off-site coverage.

7. Provide separate line items in the schedule of values for initial cost of materials, for each subsequent stage of completion, and for total installed value of that part of the Work.

8. 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.

a. Refer to section 012100 “Allowances” on how to bill against the allowances.

9. Purchase Contracts: Provide a separate line item in the schedule of values for each purchase contract. Show line-item value of purchase contract. Indicate owner payments or deposits, if any, and balance to be paid by Contractor.

10. Each item in the schedule of values and Applications for Payment shall be complete.

Include total cost and proportionate share of general overhead and profit for each item.

a. Temporary facilities and other major cost items that are not direct cost of actual work-in-place may be shown either as separate line items in the schedule of values or distributed as general overhead expense, at Contractor's option.

11. 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.

1.5 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.

1. Initial Application for Payment, Application for Payment at time of Substantial Completion, and final Application for Payment involve additional requirements.

B. Payment Application Times: Progress payments shall be submitted to Architect monthly. The period covered by each Application for Payment is one month, beginning on the 16th day of each month and ending on the 15th day of the following month.

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