SMS BLDG G & D - SPECIFICATIONS 2024-05-07.pdf

PROJECT MANUAL

PROJECT NO. 2342 & 2148-02

CENTRAL POINT SCHOOL DISTRICT

SCENIC MIDDLE SCHOOL

G BUILDING & D BUILDING RENOVATION

1955 Scenic Avenue, Central Point, OR 97502

MAY 2024

ORW ARCHITECTURE, AIA

29 S. Grape Street Medford, OR 97501

SMS G Building & D Building Renovation 00 0101 - 1 Project Title Page

ORW Architecture 05-07-2024

SECTION 00 0101

PROJECT TITLE PAGE

PROJECT MANUAL

FOR

CPSD - CENTRAL POINT SCHOOL DISTRICT

SCENIC MIDDLE SCHOOL - G BUILDING, CLASSROOM ACCESS & D BUILDING, COUNCELING

CENTER IMPROVEMENTS

1955 SCENIC AVENUE

CENTRAL POINT, OREGON 97502

DATE: MAY 7, 2024

(PACKAGED W/ G BUILDING AND REVISED FROM SIA PROJECT)

PREPARED BY:

ORW ARCHITECTURE

END OF SECTION

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D Building Renovation 00 0110 - 1 Table of Contents

ORW Architecture 05-07-2024

SECTION 00 0110

TABLE OF CONTENTS

PROCUREMENT AND CONTRACTING REQUIREMENTS

1.01 DIVISION 00 -- PROCUREMENT AND CONTRACTING REQUIREMENTS

A. 00 0101 - Project Title Page

B. 00 0107 - Seals Page

C. 00 0110 - Table of Contents

D. 00 3100 - Available Project Information

E. 00 4100 - Owners Procurement Documents

PART 01

1.02 DIVISION 01 -- GENERAL REQUIREMENTS

A. 01 1000 - Summary

B. 01 2000 - Price and Payment Procedures

C. 01 2500 - Substitution Procedures

1. Form 01 2500.01 - Substitution Form During Procurement

2. Form: 01 2500.02 - Substitution Form During Construction

D. 01 3000 - Administrative Requirements

1. Form: 01 3003 - Submittal Form

E. 01 4000 - Quality Requirements

F. 01 5000 - Temporary Facilities and Controls

G. 01 6000 - Product Requirements

H. 01 7000 - Execution and Closeout Requirements

I. 01 7800 - Closeout Submittals

00 0110 - 2 Table of Contents

ORW Architecture 05-07-2024

PART 2: BUILDING D SPECIFICATIONS

1.03 DIVISION 02 -- EXISTING CONDITIONS

A. 02 4100 - Demolition

1.04 DIVISION 03 -- CONCRETE (NOT USED)

1.05 DIVISION 04 -- MASONRY (NOT USED)

1.06 DIVISION 05 -- METALS(NOT USED)

1.07 DIVISION 06 -- WOOD, PLASTICS, AND COMPOSITES

A. 06 1000 - Rough Carpentry

1.08 DIVISION 07 -- THERMAL AND MOISTURE PROTECTION

A. 07 0500 - Common Work Results For Thermal & Moisture Protection

B. 07 2100 - Thermal Insulation

C. 07 9200 - Joint Sealants

1.09 DIVISION 08 -- OPENINGS

A. 08 0500 - Common Work Results For Openings

B. 08 1113 - Hollow Metal Doors and Frames

C. 08 1416 - Flush Wood Doors

D. 08 7100 - Door Hardware

1.10 DIVISION 09 -- FINISHES

A. 09 2116 - Gypsum Board Assemblies

B. 09 5100 - Acoustical Ceilings

C. 09 6500 - Resilient Base

D. 09 9113 - Exterior Painting

E. 09 9123 - Interior Painting

00 0110 - 3 Table of Contents

PART 3: BUILDING G SPECIFICATIONS

1.11 2.02 DIVISION 02 -- EXISTING CONDITIONS

A. 02 4100 - Demolition

1.12 2.03 DIVISION 03 -- CONCRETE (NOT USED)

1.13 2.04 DIVISION 04 -- MASONRY (NOT USED)

1.14 2.05 DIVISION 05 -- METALS

A. 05 5000 - Metal Fabrications - REFER TO STRUCT DRAWINGS

1.15 2.06 DIVISION 06 -- WOOD, PLASTICS, AND COMPOSITES

A. 06 1000 - Rough Carpentry - REFER TO STRUCT DRAWINGS

1.16 2.07 DIVISION 07 -- THERMAL AND MOISTURE PROTECTION

A. 07 0500 - Common Work Results For Thermal and Moisture Protection

B. 07 9200 - Joint Sealants

1.17 2.08 DIVISION 08 -- OPENINGS

A. 08 0500 - Common Work Results for Openings

B. 08 1113 - Hollow Metal Doors and Frames

C. 08 7100 - Door Hardware

1.18 2.09 DIVISION 09 -- FINISHES

A. 09 2116 - Gypsum Board Assemblies

B. 09 5100 - Acoustical Ceilings

C. 09 6500 - Resilient Flooring

D. 09 6513 - Resilient Base

E. 09 9113 - Exterior Painting

F. 09 9123 - Interior Painting

1.19 2.10 DIVISION 10 -- SPECIALTIES

A. 10 2600 - Wall and Door Protection

00 0110 - 4 Table of Contents

ORW Architecture 05-07-2024

1.20 2.11 DIVISION 11 -- EQUIPMENT (NOT USED)

1.21 2.12 DIVISION 12 -- FURNISHINGS (NOT USED)

1.22 2.13 DIVISION 13 -- SPECIAL CONSTRUCTION (NOT USED)

1.23 2.14 DIVISION 14 -- CONVEYING EQUIPMENT (NOT USED)

1.24 2.15 DIVISION 21 -- FIRE SUPPRESSION (NOT USED)

1.25 2.16 DIVISION 22 -- PLUMBING

A. 22 0000 - Plumbing Basic Requirements

B. 22 0523 - General-Duty Valves for Plumbing Piping

C. 22 1000 - Plumbing Piping

D. 22 4000 - Plumbing Fixtures

1.26 2.17 DIVISION 23 -- HEATING, VENTILATING, AND AIR-CONDITIONING (HVAC)

A. 23 0000 – Heating, Ventilating and Air Conditioning _HVAC_ Basic Requirements

B. 23 0529 - Hangers and Supports for HVAC Piping, Ductwork and Equipment

C. 23 0593 - Testing, Adjusting, and Balancing for HVAC

D. 23 0700 - HVAC Insulation

E. 23 3100 - HVAC Ducts and Casings

F. 23 3300 - Air Duct Accessories

G. 23 3700 - Air Outlets and Inlets

1.27 DIVISION 25 -- INTEGRATED AUTOMATION (NOT USED)

1.28 DIVISION 26 -- ELECTRICAL

A. 26 0000 - Electrical Basic Requirements

B. 26 0519 - Low-Voltage Electrical Power Conductors and Cables

C. 26 0529 - Hangers and Supports for Electrical Systems and Equipment

D. 26 0533 - Raceways

E. 26 0534 - Boxes

F. 26 0553 - Identification for Electrical Systems

G. 26 2726 - Wiring Devices

00 0110 - 5 Table of Contents

ORW Architecture 05-07-2024

H. 26 0923 - Occupancy and Vacancy Sensors

I. 26 5100 - Lighting

1.29 DIVISION 27 - 46 NOT USED

00 0110 - 6 Table of Contents

D Building Renovation 00 3100 - 1 Available Project Information

ORW Architecture 05-07-2024

SECTION 00 3100

AVAILABLE PROJECT INFORMATION

PART 1 GENERAL

1.01 QUALITY ASSURANCE

A. A Soils Engineer may be retained by the Owner to observe performance of work in connection with excavating, trenching, filling, back-filling, and grading.

B. Adjustment of Work: Readjust all work performed that does not meet technical or design requirements, but make no deviations from the Contract Documents without specific and written approval from the Architect.

C. Reports, by their nature, cannot reveal all conditions that exist on the site. Should conditions be found to vary substantially from any report, changes in the design and construction of may be made, with resulting credits or expenditures to the contract sum accruing to the Owner.

1.02 EXISTING CONDITIONS

A. Hazardous Material Survey: Bidders are made aware that there may be hazardous material in the building where the project is located. The hazardous material consultant has not competed their investigation at the time of bidding.

1. Bidders are to coordinate with the Owner's representative for access and review of the survey.

2. Owners hazardous materials consultant:

a. Coleman Creek Consulting, Inc.

b. 810 Leonard Street, Ashland, OR 97520

c. (541) 535-7108 or by fax at (541) 535-8795.

d. Contact: David W. Fawcett, President

1.03 OWNER DOCUMENTS

A. Certain information made available by the Owner are available to the bidders and are considered as part of the Contract Documents, as follows:

B. Low Voltage Responsibility Matrix: Entitled CPSD Low Voltage Responsibility Matrix, Dated 06/21/2021. Owner documents outlining who is responsible for what low voltage work.

1. Bidders are to coordinate with the Owner's representative for access and review of the matrix.

PART 2 PRODUCTS (NOT USED)

PART 3 EXECUTION (NOT USED)

D Building Renovation 00 4100 - 1

Owners Procurement Documents - Cover

ORW Architecture 05-07-2024

SECTION 00 4100

OWNERS PROCUREMENT DOCUMENTS - COVER

PART 1 GENERAL

1.01 FORM OF AGREEMENT

A. The Owners procurement and contract documents to be executed are attached following this page.

PART 2 PRODUCTS (NOT USED)

PART 3 EXECUTION (NOT USED)

END OF AGREEMENT

END OF OWNERS PROCUREMENT DOCUMENTS

PART 1

GENERAL REQUIREMENTS

D Building Renovation 01 1000 - 1 Summary

ORW Architecture 05-07-2024

SECTION 01 1000

SUMMARY

PART 1 GENERAL

1.01 PROJECT

A. Project Name: SMS 2024 SIA Project.

B. Owner's Name: CPSD - Central Point School District.

C. Architect's Name: ORW Architecture.

D. The Project consists of the alteration of Central Point School Districts (CPSD) Scenic Middle School G and D buildings.

1. This project involves minor remodeling of the D building by adding some new walls, doors, ceiling tile, base, and paint.

2. and remodeling of the G Building by adding new walls, doors, ceiling tile, floor finishes and paint.

3. No new square footage is being added to the existing buildings.

1.02 CONTRACT DESCRIPTION

A. Contract Type: A single prime contract based on Guaranteed Maximum Price (GMP) as described by AIA A133-2019, Standard Form of Agreement Between Owner and Construction Manager as Constructor where the basis of payment is the Cost of the Work Plus a Fee with a Guaranteed Maximum Price.

B. The work of each separate work scope is identified in this section and on the Drawings .

C. The Contract will require the Contractor to maintain a Schedule of Values for each portion or phase of work.

1.03 CONDITIONS OF THE CONTRACT

A. The Conditions of the Contract and the General Requirements (Division 1) and referenced AIA documents of these Specifications apply to the work described under each Section hereof. The Contractor shall instruct each subcontractor to incorporate those provisions in their bids.

1.04 DESCRIPTION OF ALTERATIONS WORK

A. Scope of demolition and removal work is indicated on drawings and specified in Section 02 4100.

B. Owner will remove the following items before start of work:

1. Coordinate with Owner prior to start of alterations .

C. Contractor is required to remove and deliver the following to Owner prior to start of work:

1. Coordinate with Owner prior to start of alterations .

D. Contractor is required to remove and store the following prior to start of work, for later reinstallation by Contractor:

1. Coordinate with Owner prior to start of alterations .

1.05 WORK BY OWNER

A. See Section 01 6000 for Owner and Contractor requirements and responsibility's for Owner- Supplied Products.

B. Items noted OFOI (Owner Furnished, Owner Installed) will be supplied and installed by Owner after Date of Substantial Completion . Contractor shall provide utility connections, rough-ins, backing and fasteners as noted or shown in drawings and specifications. Some items include:

1. Coordinate items with Owner prior to start of alterations.

C. Items noted OFCI (Owner Furnished, Contractor Installed) will be supplied by Owner for Contractor installation:

1. Coordinate items with Owner prior to start of alterations.

2. Coordinate additional items with Owner prior to start of alterations.

3. Owner Responsibilities:

2342 SMS D BUILDING 01 1000 - 2 Summary

ORW Architecture 04-16-2024

a. Arrange for and deliver Owner-reviewed shop drawings, product data, manufacturer's instructions and samples to Contractor.

b. Review shop drawings, product data, samples and other submittals. Submit to Architect with notification and any observed discrepancies or problems anticipated due to non-conformance with Contract Documents.

c. Receive, pay for and unload products at site.

d. Inspect deliveries jointly with Contractor, record shortages and damage or defective items.

e. Handle products at site, including uncrating and storage.

f. Protect products from damage and from exposure to elements.

g. Provide Contractor with information on block-outs, sleeves, backing and/or other necessary elements for installation.

h. Assemble, install, connect to utilities, adjust and finish products.

i. Arrange installation inspections required by public authorities, warranties and service.

j. Repair or replace items damaged by Contractor.

4. Contractor Responsibilities:

a. Review Owner-reviewed shop drawings, product data and samples.

b. Receive and unload products at site; inspect for completeness or damage jointly with

Owner.

c. Handle, store, install and finish products.

d. Repair or replace items damaged after receipt.

1.06 OWNER OCCUPANCY

A. Owner intends to continue to occupy adjacent portions of the existing building during the entire construction period.

1. During the school year (September-June) the campus is fully occupied by students and staff.

2. During summer break (June-September) the campus continues to be occupied for special programs.

B. Owner intends to occupy the Project upon Substantial Completion.

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

D. Schedule the Work to accommodate Owner occupancy.

1.07 CONTRACTOR USE OF SITE AND PREMISES

A. Construction Operations: Limited to areas noted on Drawings.

1. Locate and conduct construction activities in ways that will limit disturbance to site.

B. Arrange use of site and premises to allow:

1. Owner occupancy.

2. Work by Others.

3. Work by Owner.

C. Provide access to and from site as required by law and by Owner:

1. Emergency Building Exits During Construction: Keep all exits required by code open during construction period; provide temporary exit signs if exit routes are temporarily altered.

2. Do not obstruct roadways, sidewalks, or other public ways without permit.

3. Coordinate with CPSD for space neccessary for equipment access or storage of materials.

D. Time Restrictions:

1. Comply with the requirements and restrictions of the applicable ordinances.

E. Utility Outages and Shutdown:

1. Limit disruption of utility services to hours the building is unoccupied.

2. Do not disrupt or shut down life safety systems, including but not limited to fire sprinklers and fire alarm system, without 7 days notice to Owner and authorities having jurisdiction.

D Building Renovation 01 1000 - 3 Summary

ORW Architecture 05-07-2024

3. Prevent accidental disruption of utility services to other facilities.

1.08 WORK SEQUENCE

A. Contractor will provide construction sequence, or as provided in Division 00.

B. Coordinate construction schedule and operations with Architect.

1.09 SPECIFICATION SECTIONS APPLICABLE TO ALL BID PACKAGES

A. Unless otherwise noted, all provisions of the sections of Division 01 apply to all Scenic Middle School work packages. Specific items of work listed and identified under individual descriptions constitute exceptions.

PART 2 PRODUCTS - NOT USED

PART 3 EXECUTION - NOT USED

D Building Renovation 01 2000 - 1 Price and Payment Procedures

ORW Architecture 05-07-2024

SECTION 01 2000

PRICE AND PAYMENT PROCEDURES

PART 1 GENERAL

1.01 SECTION INCLUDES

A. Procedures for preparation and submittal of applications for progress payments.

B. Documentation of changes in Contract Price and Contract Time.

C. Change procedures.

D. Correlation of Contractor submittals based on changes.

E. Procedures for preparation and submittal of application for final payment.

1.02 RELATED REQUIREMENTS

A. Contractors Bidding Documents: Instructions to Bidders.

B. Document AIA A201-2017 - General Conditions (incorporated by reference): Requirements for progress payments, final payment, changes in the Work.

1.03 SCHEDULE OF VALUES

A. Use Schedule of Values Form: No specific form is required. Submit form for Owner and Architect approval. Contractor's Schedule of Values documentation must include the following:

1. Name of District Campus, Building and Construction Phase.

2. Reference AIA G703: At a miniumum, included information and values provided on that form.

B. Electronic media printout including equivalent information will be considered in lieu of standard form specified; submit draft to Architect for approval.

C. Forms filled out by hand will not be accepted.

D. Submit Schedule of Values in duplicate within 15 days after date of Owner-Contractor Agreement.

E. Format: Utilize the Table of Contents of this Project Manual. Identify each line item with number and title of the specification Section. Identify site mobilization, bonds, insurance, and supervision.

1. Schedule of Values using a contractor supplied breakdown shall submit a draft and have the breakdown approved by the architect. Show reasonable, identifiable and measurable components of the work.

F. Include in each line item, the amount of Allowances specified in this section. For unit cost Allowances, identify quantities taken from Contract Documents multiplied by the unit cost to achieve the total for the item.

G. Include separately from each line item, a direct proportional amount of Contractor's overhead and profit.

H. Revise schedule to list approved Change Orders, with each Application For Payment.

1.04 APPLICATIONS FOR PROGRESS PAYMENTS

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

B. Use form prepared in a format and with content acceptable to the Owner and Architect.

C. Electronic media printout including equivalent information will be considered in lieu of standard form specified; submit sample to Architect for approval.

D. Forms filled out by hand will not be accepted.

E. For each item, provide a column for listing each of the following:

1. Item Number.

2. Description of work.

3. Scheduled Values.

4. Previous Applications.

2342 SMS D BUILDING 01 2000 - 2 Price and Payment Procedures

5. Work in Place and Stored Materials under this Application.

6. Authorized Change Orders.

7. Total Completed and Stored to Date of Application.

8. Percentage of Completion.

9. Balance to Finish.

10. Retainage.

F. Execute certification by signature of authorized officer.

G. Use data from approved Schedule of Values. Provide dollar value in each column for each line item for portion of work performed and for stored products.

H. List each authorized Change Order as a separate line item, listing Change Order number and dollar amount as for an original item of work.

I. Submit one electronic and three hard-copies of each Application for Payment.

J. Include the following with the application:

1. Transmittal letter as specified for submittals in Section 01 3000.

2. Construction progress schedule, revised and current as specified in Section 01 3000.

3. Affidavits attesting to off-site stored products.

4. Substantiating Data:

a. Copies of invoices from each entity performing work or providing materials for the time period.

b. Description of materials stored off-site.

c. Proof of insurance covering one-hundred percent (100%) replacement cost of off-site stored materials.

K. Payment for products stored off the project site.

1. When delay or added cost to Owner can be avoided by storing Products off Site Owner will make payment to Contractor for such Products provided Contractor shall:

a. Locate Storage Facilities within 20 mile of Project Site or within 50 miles of Architect’s

Office.

b. Make Storage Facilities available for Architect’s observation.

c. Segregate and label Stored Products for specified Project.

d. Assume all risk for loss.

e. Assume responsibility for exceeding Product “shelf life.”

f. Protect Stored Products and provide applicable Insurance against their damage, discoloration, and theft, listing the Owner and any Mortgagee as Additional Named Insureds.

g. Submit itemized Inventory and Schedule of Values for Stored Products together with Certificate of Insurance.

1.05 MODIFICATION PROCEDURES

A. Submit name of the individual authorized to receive change documents and who will be responsible for informing others in Contractor's employ or subcontractors of changes to Contract Documents.

B. For minor changes not involving an adjustment to the Contract Price or Contract Time, Architect will issue instructions directly to Contractor on the architect’s standard form.

C. Request for Information (RFI): Requests for information, clarifications, interpretations and changes which may or may not change the contract sum shall be made on a form acceptable to the Owner, Architect and Contractor.

D. The Architect may issue a Request for Information (RFI) including a detailed description of proposed change with supplementary or revised drawings and specifications, a change in Contract Time for executing the change and the period of time during which the requested price will be considered valid. Contractor will prepare and submit estimate within five (5) days.

E. Contractor may propose changes by submitting a Request for Information (RFI) to Architect, describing proposed change and its full effect on the Work. Include a statement describing reason for the change, and effect on Contract Sum/Price and Contract Time with full

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ORW Architecture 05-07-2024 documentation and a statement describing effect on Work by separate or other Contractors.

Document requested substitutions in accordance with Section 016000.

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

G. Unit Price Change Order: For contract unit prices and quantities, the Change Order will be executed on fixed unit price basis. For unit costs or quantities of units of work which are not pre-determined, execute Work under Construction Change Directive. Changes in Contract Sum/Price or Contract Time will be computed as specified for Change Order.

H. Construction Change Directive: Architect may issue directive, on AIA Form G713 Construction Change Directive signed by Owner, instructing Contractor to proceed with change in the Work, for subsequent inclusion in a Change Order. Document will describe changes in the Work, and designate method of determining any change in Contract Sum/Price or Contract Time. Promptly execute change.

I. Substantiation of Costs: Provide full information required for evaluation.

1. On request, provide the following data:

a. Quantities of products, labor, and equipment.

b. Taxes, insurance, and bonds.

c. Overhead and profit.

d. Justification for any change in Contract Time.

e. Credit for deletions from Contract, similarly documented.

2. Support each claim for additional costs with additional information:

a. Origin and date of claim.

b. Dates and times work was performed, and by whom.

c. Time records and wage rates paid.

d. Invoices and receipts for products, equipment, and subcontracts, similarly documented.

3. For Time and Material work, submit itemized account and supporting data after completion of change, within time limits indicated in the Conditions of the Contract.

J. Execution of Change Orders: Architect will issue Change Orders for signatures of parties as provided in the Conditions of the Contract.

K. After execution of Change Order, promptly revise Schedule of Values and Application for Payment forms to record each authorized Change Order as a separate line item and adjust the Contract Price.

L. Promptly revise progress schedules to reflect any change in Contract Time, revise sub-schedules to adjust times for other items of work affected by the change, and resubmit.

M. Promptly enter changes in Project Record Documents.

1.06 APPLICATION FOR FINAL PAYMENT

A. Prepare Application for Final Payment as specified for progress payments, identifying total adjusted Contract Price, previous payments, and sum remaining due.

B. Application for Final Payment will not be considered until the following have been accomplished:

1. All closeout procedures specified in Section 01 7000.

PART 2 PRODUCTS - NOT USED

01 2500 - 1 Substitution Procedures

ORW Architecture 05-07-2024

SECTION 01 2500

SUBSTITUTION PROCEDURES

PART 1 GENERAL

1.01 SECTION INCLUDES

A. Procedural requirements for proposed substitutions.

1.02 RELATED REQUIREMENTS

A. Contractors Bidding Documents: Instructions to Bidders.

B. Section 01 3000 - Administrative Requirements: Submittal procedures, coordination.

C. Section 01 6000 - Product Requirements: Fundamental product requirements, product options, delivery, storage, and handling.

1.03 DEFINITIONS

A. Substitutions: Changes from Contract Documents requirements proposed by Contractor to materials, products, assemblies, and equipment.

1. Substitutions for Cause: Proposed due to changed Project circumstances beyond

Contractor's control.

a. Unavailability.

b. Regulatory changes.

2. Substitutions for Convenience: Proposed due to possibility of offering substantial advantage to the Project.

PART 2 PRODUCTS - NOT USED

PART 3 EXECUTION

3.01 GENERAL REQUIREMENTS

A. SUBSTITUTION REQUESTS MUST BE MADE THROUGH A GENERAL CONTACTOR WHO

IS BIDDING THE PROJECT.

1. Requests sent directly to the Architect without going through a Bidder will be ignored.

B. A Substitution Request for products, assemblies, materials, and equipment constitutes a representation that the submitter:

1. Has investigated proposed product and determined that it meets or exceeds the quality level of the specified product, equipment, assembly, or system.

2. Agrees to provide the same warranty for the substitution as for the specified product.

3. Agrees to provide same or equivalent maintenance service and source of replacement parts, as applicable.

4. Agrees to coordinate installation and make changes to other work that may be required for the work to be complete, with no additional cost to Owner.

5. Waives claims for additional costs or time extension that may subsequently become apparent.

6. Agrees to reimburse Owner and Architect for review or redesign services associated with re-approval by authorities.

C. A Substitution Request for specified installer constitutes a representation that the submitter:

1. Has acted in good faith to obtain services of specified installer, but was unable to come to commercial, or other terms.

D. Document each request with complete data substantiating compliance of proposed substitution with Contract Documents. Burden of proof is on proposer.

1. Note explicitly any non-compliant characteristics.

E. Content: Include information necessary for tracking the status of each Substitution Request, and information necessary to provide an actionable response.

1. Forms included in the Project Manual are adequate for this purpose, and must be used.

F. Limit each request to a single proposed substitution item.

2342 SMS D BUILDING 01 2500 - 2 Substitution Procedures

1. Submit an electronic document, combining the request form with supporting data into single document.

3.02 SUBSTITUTION PROCEDURES DURING PROCUREMENT

A. Submittal Time Restrictions:

1. Instructions to Bidders specifies time restrictions and the documents required for submitting substitution requests during the bidding period.

B. Submittal Form (before award of contract):

1. Submit substitution requests by completing the form attached to this section. See this form for additional information and instructions. Use only this form; other forms of submission are unacceptable.

C. Transmittal: Where possible, transmit all submittals electronically in Adobe PDF format. Submit one copy

1. Exception: Submittals are not allowed for - Scanning and transmittal of paint colors, grain patterns, decorative laminate, tile, items with tints or hues or any finish and color samples which may be inaccurately represented by a computer monitor.

2. File Size: Electronic attachments to an email must total no more than 10 MB and must be submitted unzipped. For electronic attachments greater than 10 MB, send them in two or more parts by separate emails, denoting “1 of 2” and “2 of 2” in a case of two emails, in the subject lines after other required subject-line information.

3. Transmittal directly by email requires the use of a ‘Read Receipt’. Use of a ‘Delivery Receipt’ shall not be used on its own.

4. The burden of proof that proposed substitution request has been received by the Architect is upon the proposer.

D. Where electronic transmission is not possible or allowed, deliver to Architect at business address. Coordinate submission of related items.

1. Submit 3 copies of request for substitution for consideration. Limit each request to one proposed substitution.

2. Submit shop drawings, product data, and certified test results attesting to the proposed product equivalence. Burden of proof is on proposer.

3.03 SUBSTITUTION PROCEDURES DURING CONSTRUCTION

A. Submittal Form (after award of contract):

1. Submit substitution requests by completing the form attached to this section. See this section for additional information and instructions. Use only this form; other forms of submission are unacceptable.

B. Architect will consider requests for substitutions only within 20 days after date of Agreement.

1. Beyond the period for acceptance, proposals for product substitution may be considered if a specified product becomes unavailable through no fault of Contractor, or if a proposed product provides significant advantages for the Project or significant cost saving for the Owner.

C. Submit request for Substitution for Convenience immediately upon discovery of its potential advantage to the project, but not later than 14 days prior to time required for review and approval by Architect, in order to stay on approved project schedule.

1. In addition to meeting general documentation requirements, document how the requested substitution benefits the Owner through cost savings, time savings, greater energy conservation, or in other specific ways.

a. Document each request with complete data substantiating compliance of proposed substitution with Contract Documents

2. Document means of coordinating of substitution item with other portions of the work, including work by affected subcontractors.

3. Bear the costs engendered by proposed substitution of:

a. Owner's compensation to the Architect for any required redesign, time spent processing and evaluating the request.

b. Other construction by Owner.

01 2500 - 3 Substitution Procedures

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D. Substitutions will not be considered under one or more of the following circumstances:

1. When they are indicated or implied on shop drawing or product data submittals, without having received prior approval.

2. Without a separate written request.

3. When acceptance will require revisions to Contract Documents.

3.04 RESOLUTION

A. Architect may request additional information and documentation prior to rendering a decision.

Provide this data in an expeditious manner.

B. Architect will notify Contractor in writing of decision to accept or reject request.

1. Architect's decision following review of proposed substitution will be noted on the submitted form.

3.05 ACCEPTANCE

A. Accepted substitutions change the work of the Project. They will be documented and incorporated into work of the project by Change Order, Construction Change Directive, Architectural Supplementary Instructions, Architects Instruction Bulletin or similar instruments provided for in the Conditions of the Contract.

3.06 CLOSEOUT ACTIVITIES

A. See Section 01 7800 - Closeout Submittals, for closeout submittals.

B. Include completed Substitution Request Forms as part of the Project record.

3.07 ATTACHMENTS

A. A facsimile of the Substitution Request Forms required to be used are included after this section.

© Copyright 2017 Building Systems Design Page 1 of 1

Substitution Request Form (During Procurement)

IDENTIFICATION:

Owner:

Design Professional:

Project Name:

Project Number: Date:

REFERENCE:

Specification Title:

Specification No.: Page: Article/ Paragraph:

DESCRIPTION:

Manufacturer’s Name: Model No:

Trade Name:

Proposed Substitution General Description:

CERTIFICATION:

The Undersigned certifies:

• Proposed substitution has been investigated and determined that it meets or exceeds the quality level of the specified product.

• Same warranty will be furnished for proposed substitution as for specified product.

• Same maintenance service and source of replacement parts, as applicable, is available.

• Proposed substitution will have no adverse effect on other trades and will not affect or delay progress schedule.

• Proposed substitution does not affect dimensions and functional clearances.

• Payment will be made for changes to building design, including A/E design, detailing, and construction costs caused by the substitution.

Submitted and Signed by:

Name Title

Firm:

Address:

Telephone:

ATTACHED SUPPORTING DATA:

☐ Drawings ☐ Product Data ☐ Samples ☐ Tests ☐ Reports ☐ _________

A/E’s REVIEW AND ACTION:

☐ Substitution approved - Make submittals in accordance with Specification Section 01 2500.

☐ Substitution approved as noted - Make submittals in accordance with Specification Section 01 2500.

☐ Substitution rejected - Use specified materials.

☐ Substitution Request received too late - Use specified materials.

Signed by:

Name Title Date

The Submitting Undersigned certifies:

© Copyright 2017 Building Systems Design Page 1 of 2

Substitution Request Form (During Construction)

IDENTIFICATION:

Owner:

Contractor:

Design Professional:

Project Name:

Project Number:

Substitution Reason: ☐ For Cause ☐ For Convenience Date:

REFERENCE:

Substitution Request Title:

Substitution Request No.:

Specification Title:

Specification No.: Page: Article/ Paragraph:

DESCRIPTION:

Manufacturer’s Name: Model No:

Trade Name: Installer:

Proposed Substitution General Description:

EXPLANATION:

Reason for not providing specified item:

Differences between proposed substitution and specified item:

Proposed substitution affects other parts of work as follows:

Savings to Owner for accepting substitution:

Change to Contract Time due to accepting substitution:

© Copyright 2017 Building Systems Design Page 2 of 2

CERTIFICATION:

The Undersigned certifies:

• Proposed substitution has been investigated and determined that it meets or exceeds the quality level of the specified product.

• Same warranty will be furnished for proposed substitution as for specified product.

• Same maintenance service and source of replacement parts, as applicable, is available.

• Proposed substitution will have no adverse effect on other trades and will not affect or delay progress schedule.

• Cost data as stated above is complete. Claims for additional costs related to accepted substitution which may subsequently become apparent are to be waived.

• Proposed substitution does not affect dimensions and functional clearances.

• Payment will be made for changes to building design, including A/E design, detailing, and construction costs caused by the substitution.

• Coordination, installation, and changes in the Work as necessary for accepted substitution will be complete in all respects.

Submitted and Signed by:

Firm:

Address:

Telephone:

ATTACHED SUPPORTING DATA:

☐ Drawings ☐ Product Data ☐ Samples ☐ Tests ☐ Reports ☐ _________

A/E’s REVIEW AND ACTION:

☐ Substitution approved - Make submittals in accordance with Specification Section 01 2500.

☐ Substitution approved as noted - Make submittals in accordance with Specification Section 01 2500.

☐ Substitution rejected - Use specified materials.

☐ Substitution Request received too late - Use specified materials.

Signed by: __________________________ Date:

ADDITIONAL COMMENTS:

☐ Owner ☐ Design Professional ☐ Contractor ☐ Installer ☐ Manufacturer ☐ ________

The Submitting Undersigned certifies:

D Building Renovation 01 3000 - 1 Administrative Requirements

ORW Architecture 05-07-2024

SECTION 01 3000

ADMINISTRATIVE REQUIREMENTS

PART 1 GENERAL

1.01 SECTION INCLUDES

A. General administrative requirements.

B. Electronic document submittal service.

C. Electronic Punch List Ticket Management System.

D. Preconstruction meeting.

E. Site mobilization meeting.

F. Progress meetings.

G. Construction progress schedule.

H. Contractor's daily reports.

I. Coordination drawings.

J. Number of copies of submittals.

K. Requests for Interpretation (RFI) procedures.

L. Submittal procedures.

M. Special procedures

1.02 RELATED REQUIREMENTS

A. Section 01 6000 - Product Requirements: General product requirements.

B. Section 01 7000 - Execution and Closeout Requirements: Additional coordination requirements.

C. Section 01 7800 - Closeout Submittals: Project record documents; operation and maintenance data; warranties and bonds.

1.03 GENERAL ADMINISTRATIVE REQUIREMENTS

A. Comply with requirements of Section 01 7000 - Execution and Closeout Requirements for coordination of execution of administrative tasks with timing of construction activities.

B. Coordinate allocation of mobilization areas of site; for field offices and sheds, for [project] access, traffic, and parking facilities.

C. During construction, coordinate use of site and facilities through the Architect.

D. Comply with procedures for project communications; submittals, reports and records, schedules, coordination drawings, and recommendations; and resolution of ambiguities and conflicts.

1. Emails from the General Contractor, the Client (or a source under the control of either) to

Architectural consultants shall be copied to the Architect.

2. Emails from Architect, the Client (or a source under the control of either) to the General

Contractors sub-contractors shall be copied to the General Contractor.

3. Submittals issued by email shall follow Section 01 3000.

E. Make the following types of submittals to Architect:

1. Requests for Interpretation (RFI).

2. Requests for substitution.

3. Review: Shop drawings, product data, and samples, color selections.

4. Information: Test and inspection reports.

5. Information: Design data.

6. Information: Manufacturer's instructions and field reports.

7. Applications for payment and change order requests.

8. Progress schedules.

9. Coordination drawings.

2342 SMS D BUILDING 01 3000 - 2 Administrative Requirements

10. Correction Punch List and Final Correction Punch List for Substantial Completion.

11. Closeout submittals.

PART 2 PRODUCTS - NOT USED

PART 3 EXECUTION

3.01 ELECTRONIC DOCUMENT SUBMITTAL SERVICE

A. All documents transmitted for purposes of administration of the contract are to be in electronic (PDF, MS Word, or MS Excel) format, as appropriate to the document, and transmitted via an Internet-based submittal service that receives, logs and stores documents, provides electronic stamping and signatures, and notifies addressees via email.

1. Besides submittals for review, information, and closeout, this procedure applies to requests for information (RFIs), progress documentation, contract modification documents (e.g. supplementary instructions, change proposals, change orders), applications for payment, field reports and meeting minutes, Contractor's correction punch list, and any other document any participant wishes to make part of the project record.

2. Contractor and Architect are required to use this service.

3. It is Contractor's responsibility to submit documents in allowable format.

4. Subcontractors, suppliers, and Architect's consultants are to be permitted to use the service at no extra charge.

5. Users of the service need an email address, internet access, and PDF review software that includes ability to mark up and apply electronic stamps (such as Adobe Acrobat, www.adobe.com, or Bluebeam PDF Revu, www.bluebeam.com), unless such software capability is provided by the service provider.

6. Paper document transmittals will not be reviewed; emailed electronic documents will not be reviewed.

7. All other specified submittal and document transmission procedures apply, except that electronic document requirements do not apply to samples or color selection charts.

B. Cost: The cost of the service is to be paid by Contractor; include the cost of the service in the Contract Price.

C. Submittal Service: The selected service is:

1. ProCore: www.procore.com.

3.02 ELECTRONIC PUNCH LIST TICKET MANAGEMENT SYSTEM

A. Provide software which is a collaborative web and mobile-based punch list ticket management system, to be utilized to document construction deficiencies, assign responsible parties, and to track a ticket’s status through its completion.

1. Subcontractors, suppliers, and Architect's consultants are to be permitted to use the service at no extra charge.

2. The Contractor will be responsible for coordinating Punch list Service, including providing drawings, room lists, setting up room views and inviting users to participate in the system.

B. Cost: The cost of the service is to be paid by Contractor; include the cost of the service in the contract sum.

1. Contractor is to include cost for room setup assistance based on the number of rooms in the project, including corridors, exterior areas and building elevations.

2. Punch list service is to be provided at a suppliers professional rate, with a minimum 3 month duration. Contractor is to determine how many months of service will be needed for the punch list duration.

C. Punch list service:

1. ProCore: www.procore.com.

D. Training: One, one-hour, web-based training session will be arranged for all participants, with representatives of Architect and Contractor participating; further training is the responsibility of the user of the service.

E. Project Closeout: Contractor will determine when to terminate the service for the project and is responsible for obtaining archive copies of files for the Architect.

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ORW Architecture 05-07-2024

1. Coordinate inspections and assessments with sections 017000 and 017800.

3.03 PRECONSTRUCTION MEETING

A. Architect will schedule a meeting after Notice of Award.

B. Attendance Required:

1. Owner.

2. Architect.

3. Contractor.

4. Contractor's Superintendent.

5. Special Consultants.

6. Major Subcontractors.

C. Agenda:

1. Execution of Owner-Contractor Agreement.

2. Submission of executed bonds and insurance certificates.

3. Distribution of Contract Documents.

4. Submission of list of subcontractors, list of products, schedule of values, and progress schedule.

5. Submission of initial Submittal schedule.

6. Designation of personnel representing the parties to Contract and Architect.

7. Procedures and processing of field decisions, submittals, substitutions, applications for payments, proposal request, Change Orders, and Contract closeout procedures.

a. Confirm substantial completion date, based on the notice to proceed date and accepted bid proposal.

8. Submission of monthly estimated construction costs cash flow over duration of project.

9. Scheduling and work sequencing.

10. Scheduling activities of a Geotechnical Engineer.

11. Miscellaneous administrative issues.

12. Use of premises by Owner and Contractor.

13. Owner's requirements and occupancy.

14. Construction facilities and controls provided by Owner.

15. Temporary utilities provided by Owner.

16. Security and housekeeping procedures.

17. Procedures for testing.

18. Procedures for maintaining record documents.

19. Requirements for start-up of equipment.

20. Inspection and acceptance of equipment put into service during construction period.

D. Where separate Site Mobilization Meetings are not scheduled, items on that agenda shall be discussed during the preconstruction meeting.

E. Contractor to record minutes and distribute copies within two business days after meeting to participants, with two copies to Architect, Owner, participants, and those affected by decisions made.

3.04 SITE MOBILIZATION MEETING

A. Contractor will schedule a meeting at the Project site prior to Contractor occupancy.

B. Attendance Required:

1. Contractor.

2. Owner.

3. Architect.

4. Special consultants.

5. Contractor's superintendent.

6. Major subcontractors.

C. Agenda:

1. Use of premises by Owner and Contractor.

2342 SMS D BUILDING 01 3000 - 4 Administrative Requirements

2. Owner's requirements and occupancy prior to completion.

3. Construction facilities and controls provided by Owner.

4. Temporary utilities provided by Owner.

5. Survey and building layout.

6. Security and housekeeping procedures.

7. Schedules.

8. Application for payment procedures.

9. Procedures for testing.

10. Procedures for maintaining record documents.

11. Requirements for start-up of equipment.

12. Inspection and acceptance of equipment put into service during construction period.

D. Contractor to record minutes and distribute copies within two business days after meeting to participants, with two copies to Architect, Owner, participants, and those affected by decisions made.

3.05 PROGRESS MEETINGS

A. Contractor shall schedule and administer meetings throughout progress of the Work at regular intervals, dates and location as confirmed by Contractor, Architect and Owner.

B. Make arrangements for meetings, prepare agenda with copies for participants, preside at meetings.

C. Attendance Required:

1. Contractor.

2. Owner.

3. Architect.

4. Special consultants.

5. Contractor's superintendent.

6. Major subcontractors.

7. Others as appropriate to agenda topics for each meeting.

D. Agenda:

1. Review minutes of previous meetings.

2. Review of work progress.

3. Field observations, problems, and decisions.

4. Identification of problems that impede, or will impede, planned progress.

5. Review of submittals schedule and status of submittals.

6. Review of RFIs log and status of responses.

7. Review of off-site fabrication and delivery schedules.

8. Review Construction Schedule. Identify items adversely affecting schedule and corrective measures needed to maintain Schedule.

9. Corrective measures to regain projected schedules.

10. Planned progress during succeeding work period.

11. Coordination of projected progress.

12. Maintenance of quality and work standards.

13. Effect of proposed changes and/or RFI's on progress schedule and coordination.

14. Other business relating to work.

E. General Contractor will Record minutes and distribute copies within two business days after meeting to participants, with two copies to Architect, Owner, participants, and those affected by decisions made.

3.06 CONSTRUCTION PROGRESS SCHEDULE

A. Within 10 days after date of the Agreement, submit preliminary schedule defining planned operations for the first 60 days of work, with a general outline for remainder of work.

B. If preliminary schedule requires revision after review, submit revised schedule within 10 days.

D Building Renovation 01 3000 - 5 Administrative Requirements

ORW Architecture 05-07-2024

C. Within 20 days after review of preliminary schedule, submit draft of proposed complete schedule for review.

1. Include written certification that major contractors have reviewed and accepted proposed schedule.

D. Within 10 days after joint review, submit complete schedule.

E. Submit updated schedule with each Application for Payment.

3.07 DAILY CONSTRUCTION REPORTS

A. The log shall be available to the Owner and Architect on request.

B. Prepare a daily construction report recording the following information concerning events at Project site and project progress:

1. Date.

2. High and low temperatures, and general weather conditions.

3. List of subcontractors at Project site.

4. Approximate count of personnel at Project site.

5. Safety, environmental, or industrial relations incidents.

6. Meetings and significant decisions.

7. Stoppages, delays, shortages, and losses. Include comparison between scheduled work activities (in Contractor's most recently updated and published schedule) and actual activities. Explain differences, if any. Note days or periods when no work was in progress and explain the reasons why.

8. Directives and requests of Authority(s) Having Jurisdiction (AHJ).

9. Testing and/or inspections performed.

10. Work accomplished.

11. Include other information the Owner or Architect may reasonably require.

12. Signature of Contractor's authorized representative.

3.08 COORDINATION DRAWINGS

A. Provide information required for preparation of coordination drawings.

B. Review drawings prior to submission to Architect.

3.09 REQUESTS FOR INTERPRETATION (RFI)

A. Definition: A request seeking one of the following:

1. An interpretation, amplification, or clarification of some requirement of Contract

Documents arising from inability to determine from them the exact material, process, or system to be installed; or when the elements of construction are required to occupy the same space (interference); or when an item of work is described differently at more than one place in Contract Documents.

2. A resolution to an issue which has arisen due to field conditions and affects design intent.

B. Whenever possible, request clarifications at the next appropriate project progress meeting, with response entered into meeting minutes, rendering unnecessary the issuance of a formal RFI.

C. Preparation: Prepare an RFI immediately upon discovery of a need for interpretation of Contract Documents. Failure to submit a RFI in a timely manner is not a legitimate cause for claiming additional costs or delays in execution of the work.

1. Prepare a separate RFI for each specific item.

a. Review, coordinate, and comment on requests originating with subcontractors and/or materials suppliers.

b. Do not forward requests which solely require internal coordination between subcontractors.

2. Prepare using software provided by the Electronic Document Submittal Service.

a. Provide space for response and signatures, revision for re-submission, and distribute as required under submittal procedures.

3. Combine RFI and its attachments into a single electronic file. PDF format is preferred.

2342 SMS D BUILDING 01 3000 - 6 Administrative Requirements

D. Reason for the RFI: Prior to initiation of an RFI, carefully study all Contract Documents to confirm that information sufficient for their interpretation is definitely not included.

1. Include in each request Contractor's signature attesting to good faith effort to determine from Contract Documents information requiring interpretation.

2. Unacceptable Uses for RFIs: Do not use RFIs to request the following::

a. Approval of submittals (use procedures specified elsewhere in this section).

b. Approval of substitutions (see Section - 01 6000 - Product Requirements)

c. Changes that entail change in Contract Time and Contract Sum (comply with provisions of the Conditions of the Contract).

d. Different methods of performing work than those indicated in the Contract Drawings and Specifications (comply with provisions of the Conditions of the Contract).

3. Improper RFIs: Requests not prepared in compliance with requirements of this section, and/or missing key information required to render an actionable response. They will be returned without a response, with an explanatory notation.

4. Frivolous RFIs: Requests regarding information that is clearly indicated on, or reasonably inferable from, Contract Documents, with no additional input required to clarify the question. They will be returned without a response, with an explanatory notation.

a. The Owner reserves the right to assess the Contractor for the costs (on time-and-materials basis) incurred by the Architect, and any of its consultants, due to processing of such RFIs.

E. Content: Include identifiers necessary for tracking the status of each RFI, and information necessary to provide an actionable response.

1. Official Project name and number, and any additional required identifiers established in

Contract Documents.

2. Owner's, Architect's, and Contractor's names.

3. Discrete and consecutive RFI number, and descriptive subject/title.

4. Issue date, and requested reply date.

5. Reference to particular Contract Document(s) requiring additional…