Specifications_Tipton_Haynes_Restoration_Version_2.pdf

Site Location:

Tipton-Haynes State Historic Site

2620 South Roan St., Johnson City, TN 37601

Site Director(s):

Matthew Frye & Wes Spurgeon tiptonhaynes@outlook.com

(423)-926-3631

Project Coordinator:

Bobby Cooley

State Historic Site Program Coordinator

Bobby.cooley@tn.gov

629-395-8012

Project Name:

Tennessee Historical Commission: Tipton-Haynes State Historic Site Home and Law

Office Window Restoration Project mailto:tiptonhaynes@outlook.com mailto:Bobby.cooley@tn.gov

Scope of Work:

Evaluation

To determine the needs of the historic windows and doors of the law office and Tipton-

Haynes home, contractor shall first have an understanding of standard 6 of the

Secretary of the Interior’s Standards for rehabilitation: “Deteriorated historic features shall be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature shall match the old in design, color, texture, and other visual qualities and, where possible, materials. Replacement of missing features shall be substantiated by documentary, physical, or pictorial evidence”

Basic Requirements

1. All contractors and work must be done by licensed and insured professionals.

Any crew on site will maintain all safety requirements during the construction process and act in a professional manner as expected in an area where the public may be allowed access.

2. Contractor shall have a minimum of three years’ experience in window restoration. Reference of experience, such as prior historic window restoration work completed on historic buildings, shall be submitted.

3. Contractor shall lay out a plastic tarp around windows and doors of all construction locations and clean up all related debris during the job. Contractor is responsible for removing all debris from the site. Truck trailers and/or dumpsters preferred method of removal.

4. Contractor shall place plywood in all window and door openings during repairs to protect interior of the structures from rain or other weather events and pest from entering the structures.

Location 1: Historic Law Office

This scope of work will focus on repairing and restoring:

1. Two (2) twelve over twelve windows

2. One (1) seven-pane door transom

3. Two (2) five pane door sidelights

4. One (1) entry/exit door and door frame.

Twelve over Twelve Windows

Contractor shall do all the followings without exception:

1. Initial Assessment and Documentation:

• Perform a thorough evaluation of both windows to determine and document all existing conditions, necessary repairs, and specific restoration requirements for the sashes, frames, and associated millwork.

2. Careful Disassembly and Paint Removal:

• Carefully remove the upper and lower sashes, and all existing hardware.

• Using a natural-based paint stripper (e.g., citrus or soy-based), remove all paint layers from the sashes, hardware, interior and exterior casing, stool, apron, jambs, and all other window components.

• Hand sanding is only permitted after paint stripping is complete to achieve a smooth surface, ensuring the integrity of the historic wood is maintained.

3. Repair and Stabilization:

• Remove all old, deteriorated glazing compound around the glass panes.

• Carefully remove and set aside the glass panes during the sash restoration.

• Repair minor wood defects using a natural-based wood filler.

• For any significant or structural wood deterioration requiring more extensive repair (e.g., Dutchman patches, epoxy consolidation), the

Contractor must meet with the Site Director(s) and Project Coordinator for review and approval prior to execution.

4. Glass and Glazing:

• Thoroughly clean all muntins and original glass panes.

• Repair any damage to muntins.

• Replace only necessary glass panes with period-appropriate glass that matches the existing historic glass in appearance (e.g., wavy, salvaged, single pane).

• Reinsert all glass panes, securing them with new, high-quality linseed oil-based glazing compound only.

5. Hardware and Finishing:

• Hardware: Clean and restore original hardware, or work with the Site

Director(s) and Project Coordinator to source and acquire historically accurate replacement hardware necessary for proper window function.

• Exterior/Painted Surfaces: Apply paint to both sashes and all associated millwork (apron, stool, casing) using a color and specifications agreed upon by the Site Director(s) and Project Coordinator, based on historic paint analysis.

• Interior/Unpainted Surfaces: If interior elements of the window were historically unpainted, apply two (2) coats of purified raw linseed oil followed by one (1) coat of purified boiled linseed oil to all bare wood surfaces. The Project Coordinator must approve the specific linseed oil product prior to use.

6. Reinstallation and Quality Check:

• Once all paint and finishes are completely dry, reinstall the restored sashes.

• Ensure the sashes and entire window system operate smoothly, including proper opening, closing, locking, and weather-tightness.

Door, Sidelights, and Transom

• Perform a thorough evaluation of the door, frame, sidelights (5-pane), and transom (7-pane) to determine and document all existing conditions, necessary repairs, and specific restoration requirements.

2. Disassembly and Paint Removal:

• Carefully remove the door from its frame and remove all existing hardware.

• Carefully remove all glass panes from both the sidelights and the transom.

• Using a natural-based paint stripper (e.g., citrus or soy-based), remove all paint layers from the door, hardware, sidelights, transom, casing, framing, sill, sash, jambs, and all other associated door frame elements.

a smooth surface, ensuring the preservation of the historic wood profile.

3. Wood Repair and Stabilization:

• Repair minor wood defects (e.g., small cracks, depressions) using a natural-based wood filler.

• Sill/Sweep Area: Make all necessary repairs to the door sill and the lower sweep area of the door itself. If replacement of the sill is required, it must be reviewed and approved by the Site Director(s) and Project Coordinator.

• For any structural wood deterioration requiring more extensive repair (e.g., patching, epoxy), the Contractor must meet with the Site Director(s) and

Project Coordinator for review and approval prior to execution.

4. Glass and Glazing for Transom and Sidelights:

• Thoroughly clean all muntins and original glass panes.

• Repair any damage to muntins in the sidelights and transom.

• Replace only necessary glass panes with period-appropriate glass that matches the existing historic glass in appearance (e.g., wavy, salvaged).

• Reinsert all glass panes into the sidelights and transom, securing them only with new, high-quality linseed oil-based glazing compound.

5. Hardware and Finishing:

• Hardware: Clean, restore, and recondition all original hardware.

Alternatively, work with the Site Director(s) and Project Coordinator to source and acquire historically accurate replacement hardware necessary for proper door function.

• Exterior/Painted Surfaces: Apply paint to all elements of the door and door frame, including the sidelights, transom, casing, sash, and jambs, using a color and specification agreed upon by the Site Director(s) and Project

Coordinator, based on historic paint analysis.

• Interior/Unpainted Surfaces: If interior door frame elements were historically unpainted, apply two (2) coats of purified raw linseed oil followed by one (1) coat of purified boiled linseed oil to all bare wood surfaces. The Program Coordinator must approve the specific linseed oil product prior to use.

6. Reinstallation and Quality Check:

• Once all paint and finishes are completely dry, reinstall the restored door into the frame.

• Ensure the door, sidelights, and transom are properly weather-sealed.

• The Contractor shall ensure the door opens, closes, latches, and locks properly after installation, meeting all necessary security and operation standards.

Location 2: Historic Tipton-Haynes Home

This scope of work will focus on repairing and restoring:

1. Three (3) large six over six windows on the west side of the house, located on the ell.

2. One (1) standard six over six window on the west side of the house, located on the ell.

3. Four (4) standard six over six windows on the west side of the house.

4. Five (5) standard six over six windows on the south side (entrance) of the house.

5. One (1) entry/exit door and door frame on the south side (entrance) of the house.

6. Two (2) standard six over six windows on the east side of the house.

7. One (1) standard six over six window on the east side of the house, located on the ell.

8. Two (2) small six over six windows on the north side (back) of the house.

9. One (1) standard six over six window on the north side (back) of the house.

10. Four (4) entry/exit doors and door frames on the east side of the house, located on the ell.

Six over Six Windows (19 windows total)

• Perform a thorough evaluation of all windows to determine and document existing conditions, necessary repairs, and specific restoration requirements for the sashes, frames, and associated millwork.

• Carefully remove the upper and lower sashes and all hardware from each window unit.

• Using a natural-based paint stripper (e.g., citrus), remove all paint layers from the sashes, hardware, interior and exterior casing, stool, apron, jambs, and all other window components.

• Hand sanding is only permitted after paint stripping is complete to ensure a smooth, intact surface.

3. Repair and Consultation:

• Repair minor wood defects using a natural-based wood filler.

• If additional or structural repairs are required, the Contractor must meet with the Site Director(s) and Project Coordinator for review and approval prior to execution.

4. Glazing and Glass Handling:

• Carefully remove all old glazing compound and remove the glass panes from the sashes during restoration.

• Thoroughly clean the muntins and glass panes for reinstallation.

• Repair any damage to the muntins.

• Replace any necessary glass panes with period-appropriate glass.

• Reinsert the glass panes into the muntins, securing them only with a linseed oil-based glaze.

5. Finishing (Paint and Oil):

• Repaint all sashes and other window elements (apron, stool, casing) to a color and specification agreed upon by the Site Director(s) and Project

Coordinator, based on historical paint analysis.

• For interior portions never historically painted, apply two (2) coats of purified raw linseed oil and one (1) coat of purified boiled linseed oil to the bare wood. (The Program Coordinator must be consulted before using any store-bought linseed oil).

6. Hardware and Reassembly:

• Work with the Site Director(s) and Project Coordinator to reinstall or acquire all necessary and historically accurate hardware for proper window function.

• Reinstall the sashes after all restoration work is complete and paint/finishes are dry.

• Ensure all sashes and windows operate appropriately and function correctly after installation.

Doors (4 total)

• Perform a thorough evaluation of the identified doors and frames to determine and document all existing conditions, necessary repairs, and specific restoration requirements.

• Carefully remove the door(s) from the frame and remove all existing hardware.

• Using a natural-based paint stripper (e.g., citrus), remove all paint layers from the door, hardware, casing, and all other associated door frame elements.

a smooth, unmarred surface.

3. Wood Repair and Stabilization:

• Repair minor wood defects using a natural-based wood filler.

• Sill/Sweep Area: Make all necessary repairs to the door sill and the lower sweep area of the door. If replacement is necessary, it must be approved by the Site Director(s) and Project Coordinator.

• If additional or structural repairs are required, the Contractor must meet with the Site Director(s) and Project Coordinator for review and approval prior to execution.

4. Finishing (Paint and Oil):

• Repaint all elements of the door and door frame (casing, sash, and jambs) to a color and specification agreed upon by the Site Director(s) and

Project Coordinator, based on historic paint analysis.

• For interior portions never historically painted, apply two (2) coats of purified raw linseed oil and one (1) coat of purified boiled linseed oil to the bare wood. (The Program Coordinator must be consulted before using any store-bought linseed oil).

5. Hardware and Special Installation Requirements:

• Work with the Site Director(s) and Project Coordinator to reinstall or acquire all necessary and historically accurate hardware for proper door function.

• SOUTH SIDE ENTRANCE DOOR/ Front Door (CRITICAL

INSTRUCTION):

a. The Contractor shall reinstall this door backwards relative to its current build, ensuring the door opens into the building and functions as it historically did,

b. This corrective action addresses improper repair; all ghost marks of previous hardware (e.g., hinges, locks) should be utilized or covered to reflect the proper historical orientation.

6. Reassembly and Quality Check:

• Reinstall the door(s) after all restoration work is complete and paint/finishes are dry.

• The Contractor shall ensure the door opens, closes, latches, and locks properly after installation, meeting the specified operational requirements.

Other Terms and Conditions:

Insurance. Contractor shall maintain insurance coverage as specified in this Section. The State reserves the right to amend or require additional insurance coverage, coverage amounts, and endorsements required under this Contract. Contractor’s failure to maintain or submit evidence of insurance coverage, as required, is a material breach of this Contract. If Contractor loses insurance coverage, fails to renew coverage, or for any reason becomes uninsured during the Term, Contractor shall immediately notify the

State. All insurance companies providing coverage must be: (a) acceptable to the State; (b) authorized by the Tennessee Department of Commerce and Insurance (“TDCI”); and (c) rated A- / VII or better by

A.M. Best. All coverage must be on a primary basis and noncontributory with any other insurance or self-insurance carried by the State. Contractor agrees to name the State as an additional insured on any insurance policy with the exception of workers’ compensation (employer liability) and professional liability

(errors and omissions) insurance. All policies must contain an endorsement for a waiver of subrogation in favor of the State. Any deductible or self insured retention (“SIR”) over fifty thousand dollars ($50,000) must be approved by the State. The deductible or SIR and any premiums are the Contractor’s sole responsibility. The Contractor agrees that the insurance requirements specified in this Section do not reduce any liability the Contractor has assumed under this Contract including any indemnification or hold harmless requirements.

To achieve the required coverage amounts, a combination of an otherwise deficient specific policy and an umbrella policy with an aggregate meeting or exceeding the required coverage amounts is acceptable.

For example: If the required policy limit under this Contract is for two million dollars ($2,000,000) in coverage, acceptable coverage would include a specific policy covering one million dollars ($1,000,000) combined with an umbrella policy for an additional one million dollars ($1,000,000). If the deficient underlying policy is for a coverage area without aggregate limits (generally Automobile Liability and

Employers’ Liability Accident), Contractor shall provide a copy of the umbrella insurance policy documents to ensure that no aggregate limit applies to the umbrella policy for that coverage area. In the event that an umbrella policy is being provided to achieve any required coverage amounts, the umbrella policy shall be accompanied by an endorsement at least as broad as the Insurance Services Office, Inc.

(also known as “ISO”) “Noncontributory—Other Insurance Condition” endorsement or shall be written on a policy form that addresses both the primary and noncontributory basis of the umbrella policy if the State is otherwise named as an additional insured.

Contractor shall provide the State a certificate of insurance (“COI”) evidencing the coverages and amounts specified in this Section. The COI must be on a form approved by the TDCI (standard ACORD form preferred). The COI must list each insurer’s National Association of Insurance Commissioners

(NAIC) number and be signed by an authorized representative of the insurer. The COI must list the State of Tennessee – CPO Risk Manager, 312 Rosa L. Parks Ave., 3rd floor Central Procurement Office, Nashville, TN 37243 as the certificate holder. Contractor shall provide the COI ten (10) business days prior to the Effective Date and again thirty (30) calendar days before renewal or replacement of coverage.

Contractor shall provide the State evidence that all subcontractors maintain the required insurance or that subcontractors are included under the Contractor’s policy. At any time, the State may require Contractor to provide a valid COI. The Parties agree that failure to provide evidence of insurance coverage as required is a material breach of this Contract. If Contractor self-insures, then a COI will not be required to prove coverage. Instead Contractor shall provide a certificate of self-insurance or a letter, on Contractor’s letterhead, detailing its coverage, policy amounts, and proof of funds to reasonably cover such expenses.

The State reserves the right to require complete copies of all required insurance policies, including endorsements required by these specifications, at any time.

The State agrees that it shall give written notice to the Contractor as soon as practicable after the State becomes aware of any claim asserted or made against the State, but in no event later than thirty (30) calendar days after the State becomes aware of such claim. The failure of the State to give notice shall only relieve the Contractor of its obligations under this Section to the extent that the Contractor can demonstrate actual prejudice arising from the failure to give notice. This Section shall not grant the

Contractor or its insurer, through its attorneys, the right to represent the State in any legal matter, as the right to represent the State is governed by Tenn. Code Ann. § 8-6-106.

The insurance obligations under this Contract shall be: (1)—all the insurance coverage and policy limits carried by the Contractor; or (2)—the minimum insurance coverage requirements and policy limits shown in this Contract; whichever is greater. Any insurance proceeds in excess of or broader than the minimum required coverage and minimum required policy limits, which are applicable to a given loss, shall be available to the State. No representation is made that the minimum insurance requirements of the Contract are sufficient to cover the obligations of the

Contractor arising under this Contract. The Contractor shall obtain and maintain, at a minimum, the following insurance coverages and policy limits.

a. Commercial General Liability (“CGL”) Insurance

1) The Contractor shall maintain CGL, which shall be written on an ISO Form CG 00 01 occurrence form (or a substitute form providing equivalent coverage) and shall cover liability arising from property damage, premises and operations products and completed operations, bodily injury, personal and advertising injury, and liability assumed under an insured contract (including the tort liability of another assumed in a business contract).

The Contractor shall maintain single limits not less than one million dollars

($1,000,000) per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this policy or location of occurrence or the general aggregate limit shall be twice the required occurrence limit.

b. Workers’ Compensation and Employer Liability Insurance

1) For Contractors statutorily required to carry workers’ compensation and employer liability insurance, the Contractor shall maintain:

i. Workers’ compensation in an amount not less than one million dollars ($1,000,000) including employer liability of one million dollars ($1,000,000) per accident for bodily injury by accident, one million dollars ($1,000,000) policy limit by disease, and one million dollars ($1,000,000) per employee for bodily injury by disease.

2) If the Contractor certifies that it is exempt from the requirements of Tenn. Code Ann. §§ 50-6-101 – 103, then the Contractor shall furnish written proof of such exemption for one or more of the following reasons:

i. The Contractor employs fewer than five (5) employees;

ii. The Contractor is a sole proprietor;

iii. The Contractor is in the construction business or trades with no employees;

iv. The Contractor is in the coal mining industry with no employees;

v. The Contractor is a state or local government; or

vi. The Contractor self-insures its workers’ compensation and is in compliance with the TDCI rules and Tenn. Code Ann. § 50-6-405.

c. Automobile Liability Insurance

1) The Contractor shall maintain automobile liability insurance which shall cover liability arising out of any automobile (including owned, leased, hired, and non-owned automobiles).

2) The Contractor shall maintain bodily injury/property damage with a limit not less than one million dollars ($1,000,000) per occurrence or combined single limit.

Major Procurement Contract Sales and Use Tax. Pursuant to Tenn. Code Ann. § 4-39-102 and to the extent applicable, the Contractor and the Contractor’s subcontractors shall remit sales and use taxes on the sales of goods or services that are made by the Contractor or the Contractor’s subcontractors and that are subject to tax.

Payment Bond. The Contractor shall provide to the State a payment bond guaranteeing that the

Contractor’s subcontractors, laborers, and material suppliers will be paid for performance under this Contract with the additional obligation that such contractor shall promptly make payment of all taxes, licenses, assessments, contributions, penalties, and interest. The payment bond will be in an amount equal to twenty-five percent (25%) of the Maximum Liability Written Dollar Amount ($

Number). The State reserves the right to review the bond amount and bonding requirements at any time during the Term. The Contractor shall submit the bond no later than the day immediately preceding the Effective Date and in the manner and form prescribed by the State at

Attachment Reference. The bond shall be issued by a company licensed to issue such a bond in the State of Tennessee. The payment bond shall guarantee that the Contractor’s subcontractors, laborers, and material suppliers will be paid for performance during the Term and all extensions or renewals of the Contract.

Failure to provide to the State the payment bond as required under this Contract may result in this

Contract being terminated by the State. The payment bond required under this Contract shall not be reduced during the Term without the State of Tennessee Central Procurement Office’s prior written approval.