Upfront Documents - Salem Wells 4 5 - 100% Project Manual - 2024.01.11.pdf

30183852 00 01 01-1 Salem WTP Well Pump June 30, 2023 Stations 4 & 5

Project Manual for

Salem WTP Well Pump Stations 4 and 5

June 30, 2023

Prepared for:

City of Salem 114 North Broad Street Salem, VA 24153

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City of Salem, Virginia Salem, Virginia

Salem WTP Well Pump Stations 4 and 5 Contract No. 2024-026

SEALS AND CERTIFICATIONS

ENGINEER: Arcadis US, Inc.

7029 Albert Pick Road, Suite 101 Greensboro, NC 27409 336-292-2271

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David Aldon Hamilton, PE License No. 0402025637

The seal and signature to the left applies to the following Specifications Divisions and Sections of this Project Manual:

• Div. 01, except 01 57 05

• Div. 40, except 40 60 05

• 43 21 39.39

Jeremy Lee McCall, PE License No. 0402048357

Sections of this Project Manual:

• 01 57 05

• Div. 02

• 05 54 63

• Div. 31

• Div. 32

• Div. 33

• 43 25 01

Jason Philip Riggs, PE License No. 0402030420

Sections of this Project Manual:

• Div. 03

• Div. 05, except 05 52 16 and 05 54 63

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Nicholas Robert Anderson, PE License No. 0402063584

Sections of this Project Manual:

• 08 90 00

• Div. 22

• Div. 23

Robert Norman Sharpe III, PE License No. 402056623

Sections of this Project Manual:

• Div. 26

Inna V. Hely, PE License No. 402055935

Sections of this Project Manual:

• 40 60 05

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Errol Antonio Dawkins, PE License No. 0401017807

Sections of this Project Manual:

• Div. 04

• 05 52 16

• Div. 06

• Div. 07

• Div. 08, except 08 90 00

• Div. 09

• Div. 10

Engineer’s seal and signature does not apply to the documents that comprise Division 00, Bidding and Contracting Requirements.

It is a violation of applicable laws and regulations governing professional licensing and registration for any person, unless acting under the direction of the licensed and registered design professional(s) indicated above, to alter in any way the Specifications in this Project Manual.

+ + END OF SEALS AND CERTIFICATIONS + +

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TABLE OF CONTENTS

VOLUME 1 OF 1

Document or Section Number Name or Description Pages

DIVISION 00 – BIDDING AND CONTRACTING REQUIREMENTS

INTRODUCTORY INFORMATION

00 01 01 Cover Sheet ......................................................................................... 00 01 00-1 00 01 07 Seals and Certifications ................................................... 00 01 07-1 – 00 01 07-4 00 01 10 Table of Contents ............................................................ 00 01 10-1 – 00 01 10-5

BIDDING REQUIREMENTS

00 11 13 Advertisements for Bids ....................................................................... 00 11 13-1 00 21 13 Instructions to Bidders ................................................... 00 21 13-1 – 00 21 13-11 00 26 16 Request for Use of Equal or Equivalent Item .................... 00 26 16-1 – 00 26 16-2 00 41 13 Bid Form .......................................................................... 00 41 13-1 – 00 41 13-5 00 43 14 Bid Bond Damages Form……………………………………00 43 14-1 – 00 43 14-3 00 43 36 List of Proposed Subcontractors and Suppliers ..................................... 00 43 36-1 00 45 13 Qualifications Statement ................................................ 00 45 13-1 – 00 45 13-12

CONTRACTING REQUIREMENTS

00 52 13 Agreement ....................................................................... 00 52 13-1 – 00 52 13-7 00 61 13.13 Performance Bond Form ........................................ 00 61 13.13-1 – 00 61 13.13-4 00 61 13.16 Payment Bond Form .............................................. 00 61 13.16-1 – 00 61 13.16-4 00 67 33 Sample Forms ...................................................................................... 00 67 33-1 00 72 13 General Conditions ....................................................... 00 72 13-1 – 00 72 13-74 00 73 01 Supplementary Conditions .............................................. 00 73 01-1 – 00 73 01-7 00 73 02 Salem General Terms and Conditions ............................. 00 73 02-1 – 00 73 02-3

SPECIFICATIONS

DIVISION 01 – GENERAL REQUIREMENTS

01 11 13 Summary of Work ........................................................... 01 11 13-1 – 01 11 13-3 01 14 16 Coordination with Owner’s Operations ............................. 01 14 16-1 – 01 14 16-4 01 14 19 Use of Site ........................................................................................... 01 14 19-1 01 14 33 Work in Road Rights-of-Way ............................................ 01 14 33-1 – 01 14 33-2 01 21 00 Allowances ...................................................................... 01 21 00-1 – 01 21 00-3 01 22 13 Measurement and Payment ............................................ 01 22 13-1 – 01 22 13-2 01 25 00 Substitution Procedures .................................................. 01 25 00-1 – 01 25 00-5 01 26 00 Contract Modification Procedures ................................. 01 26 00-1 – 01 26 00-10 01 29 73 Schedule of Values ......................................................... 01 29 73-1 – 01 29 73-3 01 29 76 Progress Payment Procedures ....................................... 01 29 76-1 – 01 29 76-6 01 31 19.13 Pre-Construction Conference ................................. 01 31 19.13-1 – 01 31 19.13-2 01 31 19.23 Progress Meetings ................................................ 01 31 19.23-1 – 01 31 19.23-3 01 31 26 Electronic Communication Protocols ............................... 01 31 26-1 – 01 31 26-4

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01 32 16 Progress Schedule .......................................................... 01 32 16-1 – 01 32 16-3 01 32 33 Photographic Documentation .......................................... 01 32 33-1 – 01 32 33-3 01 33 00 Submittal Procedures ...................................................... 01 33 00-1 – 01 33 00-9 01 41 24 Permit Requirements ...................................................... 01 41 24-1 – 01 41 24-2 01 41 28 Confined Space Entry Permit………………….…………….01 41 28-1 – 01 41 28-7 01 42 00 References ...................................................................... 01 42 00-1 – 01 42 00-9 01 45 29.13 Testing Laboratory Services Furnished by Contractor ......................................................... 01 45 29.13-1 – 01 45 29.13-3 01 51 05 Temporary Utilities ........................................................... 01 51 05-1 – 01 51 05-5 01 52 13 Field Office and Sheds ..................................................... 01 52 13-1 – 01 52 13-2 01 55 13 Access Roads and Parking Areas .................................... 01 55 13-1 – 01 55 13-3 01 55 26 Maintenance and Protection of Traffic .............................. 01 55 26-1 – 01 55 26-3 01 57 05 Temporary Controls ......................................................... 01 57 05-1 – 01 57 05-9 01 57 33 Security ........................................................................... 01 57 33-1 – 01 57 33-2 01 58 00 Project Identification and Signs ....................................... 01 58 00-1 – 01 58 00-2 01 61 00 Common Product Requirements ..................................... 01 61 00-1 – 01 61 00-2 01 62 00 Product Options .............................................................. 01 62 00-1 – 01 62 00-2 01 65 00 Product Delivery Requirements ....................................... 01 65 00-1 – 01 65 00-3 01 66 00 Product Storage and Handling Requirements ................. 01 66 00-1 – 01 66 00-5 01 71 23 Field Engineering ............................................................. 01 71 23-1 – 01 71 23-4 01 71 33 Protection of the Work and Property ................................ 01 71 33-1 – 01 71 33-4 01 73 24 Connections to Existing Facilities .......................................................... 01 73 24-1 01 74 05 Cleaning .......................................................................... 01 74 05-1 – 01 74 05-3 01 75 11 Checkout and Startup Procedures ................................... 01 75 11-1 – 01 75 11-5 01 77 19 Closeout Requirements ................................................. 01 77 19-1 – 01 77 19-11 01 78 23 Operations and Maintenance Data .................................. 01 78 23-1 – 01 78 23-6 01 78 39 Project Record Documents .............................................. 01 78 39-1 – 01 78 39-4 01 78 43 Spare Parts and Extra Materials ..................................... 01 78 43-1 – 01 78 43-3 01 79 23 Instruction of Operations and Maintenance Personnel ........................................................................ 01 79 23-1 – 01 79 23-5

DIVISION 02 – EXISTING CONDITIONS

02 41 00 Demolition ........................................................................ 02 41 00-1 – 02 41 00-3

DIVISION 03 – CONCRETE

03 00 05 Concrete ........................................................................ 03 00 05-1 – 03 00 05-13

DIVISION 04 – MASONRY

04 00 05 Masonry ........................................................................ 04 00 05-1 – 04 00 05-17

DIVISION 05 – METALS

05 05 33 Anchor Systems ............................................................ 05 05 33-1 – 05 05 33-12 05 12 00 Structural Steel Framing .................................................. 05 12 00-1 – 05 12 00-9 05 44 00 Cold-Formed Metal Trusses ............................................. 05 44 00-1 – 05 44 00-6 05 50 13 Miscellaneous Metal Fabrications .................................... 05 50 13-1 – 05 50 13-5 05 52 16 Welded Aluminum Handrails and Railings ..................... 05 52 16-1 – 05 52 16-11 05 53 16 Aluminum Grating ............................................................ 05 53 16-1 – 05 53 16-5 05 54 63 Floor Access Hatch Covers ............................................. 05 54 63-1 – 05 54 63-3

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DIVISION 06 – WOOD, PLASTICS AND COMPOSITES

06 10 53 Miscellaneous Rough Carpentry ...................................... 06 10 53-1 – 06 10 53-5

DIVISION 07 – THERMAL AND MOISTURE PROTECTION

07 21 05 Building Insulation ............................................................ 07 21 05-1 – 07 21 05-6 07 41 13 Metal Roof Panels ............................................................ 07 41 13-1 – 07 41 13-9 07 71 00 Roof Specialties ............................................................... 07 71 00-1 – 07 71 00-5 07 92 00 Joint Sealants .................................................................. 07 92 00-1 – 07 92 00-8

DIVISION 08 – OPENINGS

08 11 13 Hollow Metal Doors and Frames ...................................... 08 11 13-1 – 08 11 13-9 08 71 00 Door Hardware .............................................................. 08 71 00-1 – 08 71 00-11

DIVISION 09 – FINISHES

09 62 53 Concrete Floor Toppings ................................................ 09 62 53-1 – 09 62 53-12 09 91 00 Painting .......................................................................... 09 91 00-1 – 09 91 00-12

DIVISION 10 – SPECIALTIES

10 14 00 Signage ........................................................................... 10 14 00-1 – 10 14 00-9 10 44 00 Fire Protection Specialties .............................................. 10 44 00-1 – 10 44 00-2

DIVISIONS 11 – 21 NOT USED

DIVISION 22 – PLUMBING

22 00 05 Plumbing .......................................................................... 22 00 05-1 – 22 00 05-7

DIVISION 23 – HEATING, VENTILATING AND AIR CONDITIONING

23 05 29 Hangers and Supports for HVAC Piping and

Equipment........................................................................ 23 05 29-1 – 23 05 29-6 23 05 93 Testing, Adjusting, and Balancing for HVAC .................... 23 05 93-1 – 23 05 93-6 23 23 00 Refrigerant Piping ............................................................ 23 23 00-1 – 23 23 00-7 23 34 05 Metallic HVAC Fans ......................................................... 23 34 05-1 – 23 34 05-6 23 81 26 Ductless Split System Heat Pumps .................................. 23 81 26-1 – 23 81 26-6 23 82 39.43 Electric Unit Heaters .............................................. 23 82 39.43-1 – 23 82 39.43-5

DIVISION 25 – NOT USED

DIVISION 26 – ELECTRICAL

26 05 05 General Provisions for Electrical Systems ....................... 26 05 05-1 – 26 05 05-5 26 05 19 Low-voltage Electrical Power Conductors and

Cables ............................................................................. 26 05 19-1 – 26 05 19-4 26 05 23 Instrumentation and Communication Cables .................... 26 05 23-1 – 26 05 23-5 26 05 26 Grounding and Bonding for Electrical Systems ................ 26 05 26-1 – 26 05 26-4

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26 05 29 Hangers and Supports for Electrical Systems .................. 26 05 29-1 – 26 05 29-4 26 05 33.13 Rigid Conduits ....................................................... 26 05 33.13-1 – 26 05 33.13-9 26 05 33.16 Flexible Conduits ................................................... 26 05 33.16-1 – 26 05 33.16-2 26 05 33.33 Pull, Junction and Terminal Boxes ......................... 26 05 33.33-1 – 26 05 33.33-3 26 05 33.36 Outlet Boxes .......................................................... 26 05 33.36-1 – 26 05 33.36-2 26 05 43.23 Manholes and Handholes for Electrical

Systems ................................................................. 26 05 43.23-1 – 26 05 43.23-3 26 05 45 Utility Services for Electrical Systems .............................. 26 05 45-1 – 26 05 45-2 26 05 53 Identification for Electrical Systems .................................. 26 05 53-1 – 26 05 53-8 26 05 73 Electrical Power Distribution System Studies .................. 26 05 73-1 – 26 05 73-6 26 24 16 Panelboards ..................................................................... 26 24 16-1 – 26 24 16-3 26 27 26.13 Low Voltage Receptacles ....................................... 26 27 26.13-1 – 26 27 26.13-3 26 27 26.23 Snap Switches ....................................................... 26 27 26.23-1 – 26 27 26.23-2 26 28 16.33 Disconnect Switches .............................................. 26 28 16.33-1 – 26 28 16.33-3 26 29 23 Low-voltage Variable Frequency Drives ......................... 26 29 23-1 – 26 29 23-11 26 29 33 Control Stations ............................................................... 26 29 33-1 – 26 29 33-3 26 43 00 Surge Protective Devices ................................................. 26 43 00-1 – 26 43 00-4 26 50 00 Lighting ............................................................................ 26 50 00-1 – 26 50 00-4

DIVISIONS 27 – 30 NOT USED

DIVISION 31 – EARTHWORKS

31 11 00 Clearing and Grubbing ..................................................... 31 11 00-1 – 31 11 00-3 31 23 05 Excavation and Fill ......................................................... 31 23 05-1 – 31 23 05-21 31 23 16.26 Rock Removal ....................................................... 31 23 16.26-1 – 31 23 16.26-2 31 37 00 Riprap .............................................................................. 31 37 00-1 – 31 37 00-3

DIVISION 32 – EXTERIOR IMPROVEMENTS

32 01 91 Tree Protecting and Trimming .......................................... 32 01 91-1 – 32 01 91-7 32 12 00 Flexible Paving .............................................................. 32 12 00-1 – 32 12 00-10 32 16 13 Concrete Sidewalks ......................................................... 32 16 13-1 – 32 16 13-5 32 92 00 Lawns and Meadows ..................................................... 32 92 00-1 – 32 92 00-15 32 93 00 Plants ............................................................................... 32 93 00-1 – 32 93 00-9

DIVISION 33 – UTILITIES

33 05 05 Buried Piping Installation ................................................ 33 05 05-1 – 33 05 05-15 33 05 13 Concrete Manholes .......................................................... 33 05 13-1 – 33 05 13-4

DIVISIONS 34 – 39 NOT USED

DIVISION 40 – PROCESS INTEGRATION

40 05 05 Exposed Piping Installation ............................................ 40 05 05-1 – 40 05 05-15 40 05 06 Couplings, Adapters and Specials for Process

Piping .............................................................................. 40 05 06-1 – 40 05 06-4 40 05 07 Pipe Hangers and Supports ............................................. 40 05 07-1 – 40 05 07-6 40 05 08 Wall Pipes, Floor Pipes and Pipe Sleeves ....................... 40 05 08-1 – 40 05 08-3 40 05 19 Ductile Iron Process Pipe ................................................. 40 05 19-1 – 40 05 19-7

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40 05 24.23 Steel Process Pipe for Liquid Service .................... 40 05 24.23-1 – 40 05 24.23-6 40 05 31 Thermoplastic Process Pipe ............................................ 40 05 31-1 – 40 05 31-4 40 05 53 Process Valves, Four-inch Diameter and Larger ............ 40 05 53-1 – 40 05 53-10 40 05 56 Process Valves, Smaller than Four-inch Diameter ........... 40 05 56-1 – 40 05 56-4 40 05 86 Air Valves for Water Service ............................................ 40 05 86-1 – 40 05 86-7 40 05 93 Common Motor Requirements for Process

Equipment...................................................................... 40 05 93-1 – 40 05 93-11 40 60 05 Instrumentation and Control for Process Systems ......................................................................... 40 60 05-1 – 40 60 05-40

DIVISIONS 41 – 42 NOT USED

DIVISION 43 – PROCESS GAS AND LIQUID HANDLING, PURIFICATION, AND STORAGE

EQUIPMENT

43 21 39.39 Submersible Vertical Well Pumps .......................... 43 21 39.39-1 – 43 21 39.39-9 43 25 01 Packaged Submersible Pump Units ................................. 43 25 01-1 – 43 25 01-6

DIVISIONS 44 – 49 NOT USED

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ADVERTISEMENT

CITY OF SALEM, VA

INVITATION TO BID # 2024-026

Salem WTP Well Pump Stations 4 and 5

General Notice

The City of Salem, Virginia is requesting Bids for the construction of the following Project:

Salem WTP Well Pump Stations 4 and 5

Bids for the construction of the Project will be received at the office of the Purchasing Department located at City Hall, 114 North Broad Street, Salem, Virginia 24153 until Wednesday, 02/14/2024 by 3:00 PM local time. At that time the Bids received will be publicly opened and read.

The Project includes the following Work:

Constructing wellhouses at existing previously-drilled/cased/capped wells and installing a 100 hp 900 gpm well pump and a 100 hp 1,200 gpm well pump each with variable frequency drives, associated piping, valves, meters and appurtenances, 8-inch and 16-inch transmission mains, and various site improvements for each pumping station.

Bids are requested for the following Contract: Salem WTP Well Pump Stations 4 and 5

The Issuing Office for the Bidding Documents is:

City of Salem Purchasing Department 114 North Broad Street, Salem, VA 24153

Bid documents may be obtained from Michelle Braxton, Purchasing Manager, City of Salem Purchasing Department, 114 North Broad Street, Salem, VA 24153, phone number (540) 375-

3063, email at lmbraxton@salemva.gov, or from the City of Salem’s Purchasing Website at:

https://salemva.gov/220/Purchasing.

Partial sets of Bidding Documents will not be available from the Issuing Office. Neither Owner nor Engineer will be responsible for full or partial sets of Bidding Documents, including addenda, if any, obtained from sources other than the Issuing Office.

The City of Salem reserves the right to reject any or all bids and to waive any irregularities or informalities in the bidding.

No bid may be withdrawn after opening except for clerical errors, as set forth in Section 2.2-4330 of the Virginia Code. Bidder must give the City a notice in writing of the request to withdraw a bid within two (2) business days after conclusion of opening.

Bidders shall submit one (1) original, two (2) copies, and one electronic copy on a flash drive (Microsoft Word or PDF) of their bid in a sealed envelope clearly marked on the outside with the company’s name and “Attn: Purchasing Department – ITB # 2024-026 – Salem WTP Well Pump Stations 4 and 5”.

The City of Salem does not discriminate against faith-based organizations.

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Pre-bid Conference

A non-mandatory pre-bid conference for the Project will be held on Wednesday, 01/24/2024 at 10 AM at the Water Department Conference Room, 1400 Tidewater Street, Salem, VA.

Instructions to Bidders.

For all further requirements regarding bid submittal, qualifications, procedures, and contract award, refer to the Instructions to Bidders that are included in the Bidding Documents.

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INSTRUCTIONS TO BIDDERS

CITY OF SALEM, VIRGINIA

SALEM, VIRGINIA

SALEM WTP WELL PUMP STATIONS 4 & 5

TABLE OF CONTENTS

Page

Article 1— Defined Terms

Article 2— Bidding Documents

Article 3— Qualifications of Bidders

Article 4— Pre-Bid Conference

Article 5— Site and Other Areas; Existing Site Conditions; Examination of Site; Owner’s Safety Program;

Other Work at the Site

Article 6— Bidder’s Representations and Certifications

Article 7— Interpretations and Addenda

Article 8— Bid Security

Article 9— Contract Times

Article 10— Substitute and “Or Equal” Items

Article 11— Subcontractors, Suppliers, and Others

Article 12— Preparation of Bid

Article 13— Basis of Bid

Article 14— Submittal of Bid

Article 15— Modification and Withdrawal of Bid

Article 16— Opening of Bids

Article 17— Bids to Remain Subject to Acceptance

Article 18— Evaluation of Bids and Award of Contract

Article 19— Bonds and Insurance

Article 20— Signing of Agreement

Article 21— Statutory and Funding-Financing Requirements

Article 22— Sales and Use Taxes

Article 23— Contracts to Be Assigned

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ARTICLE 1—DEFINED TERMS

1.01 Terms used in these Instructions to Bidders have the meanings indicated in the General Conditions and Supplementary Conditions. Additional terms used in these Instructions to Bidders have the meanings indicated below:

A. Issuing Office—The office from which the Bidding Documents are to be issued, and which registers plan holders.

ARTICLE 2—BIDDING DOCUMENTS

2.01 Bidder shall obtain a complete set of Bidding Requirements and proposed Contract Documents

(together, the Bidding Documents). See the Agreement for a list of the Contract Documents. It is

Bidder’s responsibility to determine that it is using a complete set of documents in the preparation of a Bid. Bidder assumes sole responsibility for errors or misinterpretations resulting from the use of incomplete documents, by Bidder itself or by its prospective Subcontractors and Suppliers.

2.02 Bidding Documents are made available for the sole purpose of obtaining Bids for completion of the Project and permission to download or distribution of the Bidding Documents does not confer a license or grant permission or authorization for any other use. Authorization to download documents, or other distribution and the use of their prospective Subcontractors and Suppliers, provided the plan holder pays all costs associated with printing or reproduction. Printed documents may not be re-sold under any circumstances.

2.03 Bidder may obtain complete sets of Bidding Documents, in the number and format stated in the

Advertisement or invitation to bid, from the Issuing Office. Bidders may rely that sets of Bidding

Documents obtained from the Issuing Office are complete, unless an omission is blatant.

2.04 Electronic Documents

A. When the Bidding Requirements indicate that electronic (digital) copies of the Bidding

Documents are available, such documents will be made available to the Bidders as Electronic

Documents in the manner specified.

1. Bidding Documents will be provided in Adobe PDF (Portable Document Format) (.pdf) that is readable by Adobe Acrobat Reader. It is the intent of the Engineer and Owner that such Electronic Documents are to be exactly representative of the paper copies of the documents. However, because the Owner and Engineer cannot totally control the transmission and receipt of Electronic Documents nor the Contractor’s means of reproduction of such documents, the Owner and Engineer cannot and do not guarantee that Electronic Documents and reproductions prepared from those versions are identical in every manner to the paper copies.

B. Unless otherwise stated in the Bidding Documents, the Bidder may use and rely upon complete sets of Electronic Documents of the Bidding Documents, described in

Paragraph 2.06.A above. However, Bidder assumes all risks associated with differences arising from transmission/receipt of Electronic Documents versions of Bidding Documents and reproductions prepared from those versions and, further, assumes all risks, costs, and responsibility associated with use of the Electronic Documents versions to derive information that is not explicitly contained in printed paper versions of the documents, and for Bidder’s reliance upon such derived information.

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ARTICLE 3—QUALIFICATIONS OF BIDDERS

3.01 Bidder is to submit the following information with its Bid to demonstrate Bidder’s qualifications to perform the Work: (Complete the Qualifications Statement included in the Bidding

Documents.)

A. Written evidence establishing its qualifications such as financial data, previous experience, and present commitments.

B. A written statement that Bidder is authorized to do business in the state where the Project is located, or a written certification that Bidder will obtain such authority prior to the

Effective Date of the Contract.

C. Bidder’s state or other contractor license number, if applicable.

D. Subcontractor and Supplier qualification information.

E. Other required information regarding qualifications.

3.02 A Bidder’s failure to submit required qualification information within the times indicated may disqualify Bidder from receiving an award of the Contract.

3.03 No requirement in this Article 3 to submit information will prejudice the right of Owner to seek additional pertinent information regarding Bidder’s qualifications.

ARTICLE 4—PRE-BID CONFERENCE

4.01 A non-mandatory pre-bid conference will be held at the time and location indicated in the

Advertisement or invitation to bid. Representatives of Owner and Engineer will be present to discuss the Project. It is each Bidder’s responsibility to sign in at the pre-bid conference to verify its participation. Bidders must sign in using the name of the organization that will be submitting a

Bid. A list of potential Bidders that attended the pre-bid conference will be issued in an

Addendum.

4.02 Information presented at the pre-Bid conference does not alter the Contract Documents. Owner will issue Addenda to make any changes to the Contract Documents that result from discussions at the pre-Bid conference. Information presented, and statements made at the pre-bid conference will not be binding or legally effective unless incorporated in an Addendum.

ARTICLE 5—SITE AND OTHER AREAS; EXISTING SITE CONDITIONS; EXAMINATION OF SITE; OWNER’S

SAFETY PROGRAM; OTHER WORK AT THE SITE

5.01 Site and Other Areas

A. The Site is identified in the Bidding Documents. By definition, the Site includes rights-of-way, easements, and other lands furnished by Owner for the use of the Contractor. Any additional lands required for temporary construction facilities, construction equipment, or storage of materials and equipment, and any access needed for such additional lands, are to be obtained and paid for by Contractor.

5.02 Existing Site Conditions

A. Subsurface and Physical Conditions; Hazardous Environmental Conditions

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1. The Supplementary Conditions identify the following regarding existing conditions at or adjacent to the Site:

a. Those reports of explorations and tests of subsurface conditions at or adjacent to the Site that contain Technical Data.

b. Technical Data contained in such reports and drawings.

2. Owner will make copies of reports and drawings referenced above available to any

Bidder on request. These reports and drawings are not part of the Contract Documents, but the Technical Data contained therein upon whose accuracy Bidder is entitled to rely, as provided in the General Conditions, has been identified and established in the

Supplementary Conditions. Bidder is responsible for any interpretation or conclusion

Bidder draws from any Technical Data or any other data, interpretations, opinions, or information contained in such reports or shown or indicated in such drawings.

3. If the Supplementary Conditions do not identify Technical Data, the default definition of

Technical Data set forth in Article 1 of the General Conditions will apply.

B. Underground Facilities: Underground Facilities are shown or indicated on the Drawings, pursuant to Paragraph 5.05 of the General Conditions, and not in the drawings referred to in

Paragraph 5.02.A of these Instructions to Bidders. Information and data regarding the presence or location of Underground Facilities are not intended to be categorized, identified, or defined as Technical Data.

5.03 Site Visit and Testing by Bidders

A. Bidders visiting the Site are required to arrange their own transportation to the Site.

B. Bidder is not required to conduct any subsurface testing, or exhaustive investigations of Site conditions.

C. On request, and to the extent Owner has control over the Site, and schedule permitting, the

Owner will provide Bidder general access to the Site to conduct such additional examinations, investigations, explorations, tests, and studies as Bidder deems necessary for preparing and submitting a successful Bid. Owner will not have any obligation to grant such access if doing so is not practical because of existing operations, security or safety concerns, or restraints on Owner’s authority regarding the Site. Bidder is responsible for establishing access needed to reach specific selected test sites.

D. Bidder must comply with all applicable Laws and Regulations regarding excavation and location of utilities, obtain all permits, and comply with all terms and conditions established by Owner or by property owners or other entities controlling the Site with respect to schedule, access, existing operations, security, liability insurance, and applicable safety programs.

E. Bidder must fill all holes and clean up and restore the Site to its former condition upon completion of such explorations, investigations, tests, and studies.

5.04 Owner’s Safety Program

A. Site visits and work at the Site may be governed by an Owner safety program. If an Owner safety program exists, it will be noted in the Supplementary Conditions.

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5.05 Other Work at the Site

A. Reference is made to Article 8 of the Supplementary Conditions for the identification of the general nature of other work of which Owner is aware (if any) that is to be performed at the

Site by Owner or others (such as utilities and other prime contractors) and relates to the

Work contemplated by these Bidding Documents. If Owner is party to a written contract for such other work, then on request, Owner will provide to each Bidder access to examine such contracts (other than portions thereof related to price and other confidential matters), if any.

ARTICLE 6—BIDDER’S REPRESENTATIONS AND CERTIFICATIONS

6.01 Express Representations and Certifications in Bid Form, Agreement

A. The Bid Form that each Bidder will submit contains express representations regarding the

Bidder’s examination of Project documentation, Site visit, and preparation of the Bid, and certifications regarding lack of collusion or fraud in connection with the Bid. Bidder should review these representations and certifications and assure that Bidder can make the representations and certifications in good faith, before executing and submitting its Bid.

B. If Bidder is awarded the Contract, Bidder (as Contractor) will make similar express representations and certifications when it executes the Agreement.

ARTICLE 7—INTERPRETATIONS AND ADDENDA

7.01 Owner on its own initiative may issue Addenda to clarify, correct, supplement, or change the

Bidding Documents.

7.02 Bidder shall submit all questions about the meaning or intent of the Bidding Documents to Owner in writing. Contact information and submittal procedures for such questions are as follows:

A. Michelle Braxton, Purchasing Manager

LMBraxton@salemva.gov

(540) 375-3063

7.03 Interpretations or clarifications considered necessary by Engineer in response to such questions will be issued by Addenda. Questions received less than seven days prior to the date for opening of Bids may not be answered.

7.04 Only responses set forth in an Addendum will be binding. Oral and other interpretations or clarifications will be without legal effect. Responses to questions are not part of the Contract

Documents unless set forth in an Addendum that expressly modifies or supplements the Contract

Documents.

ARTICLE 8—BID SECURITY

8.01 A Bid must be accompanied by Bid security made payable to Owner in an amount of 5 percent of

Bidder’s maximum Bid price (determined by adding the base bid and all alternates) and in the form of a Bid bond issued by a surety meeting the requirements of Paragraph 6.01 of the General

Conditions. Such Bid bond will be issued in the form included in the Bidding Documents.

8.02 The Bid security of the apparent Successful Bidder will be retained until Owner awards the contract to such Bidder, and such Bidder has executed the Contract, furnished the required

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Contract security, and met the other conditions of the Notice of Award, whereupon the Bid security will be released. If the Successful Bidder fails to execute and deliver the Contract and furnish the required Contract security within 15 days after the Notice of Award, Owner may consider Bidder to be in default, annul the Notice of Award, and the Bid security of that Bidder will be forfeited, in whole in the case of a penal sum bid bond, and to the extent of Owner’s damages in the case of a damages-form bond. Such forfeiture will be Owner’s exclusive remedy if

Bidder defaults.

8.03 The Bid security of other Bidders that Owner believes to have a reasonable chance of receiving the award may be retained by Owner until the earlier of 7 days after the Effective Date of the

Contract or 61 days after the Bid opening, whereupon Bid security furnished by such Bidders will be released.

8.04 Bid security of other Bidders that Owner believes do not have a reasonable chance of receiving the award will be released within 7 days after the Bid opening.

ARTICLE 9—CONTRACT TIMES

9.01 The number of days within which, or the dates by which, the Work is to be (a) substantially completed and (b) ready for final payment, and (c) Milestones (if any) are to be achieved, are set forth in the Agreement.

9.02 Provisions for liquidated damages, if any, for failure to timely attain a Milestone, Substantial

Completion, or completion of the Work in readiness for final payment, are set forth in the

Agreement.

ARTICLE 10—SUBSTITUTE AND “OR EQUAL” ITEMS

10.01 The Contract for the Work, as awarded, will be on the basis of materials and equipment specified or described in the Bidding Documents, and those “or-equal” or substitute or materials and equipment subsequently approved by Engineer prior to the submittal of Bids and identified by

Addendum. No item of material or equipment will be considered by Engineer as an “or-equal” or substitute unless written request for approval has been submitted by Bidder and has been received by Engineer within 10 days of the issuance of the Advertisement for Bids or invitation to

Bidders. Each such request must comply with the requirements of Paragraphs 7.05 and 7.06 of the General Conditions, and the review of the request will be governed by the principles in those paragraphs. The burden of proof of the merit of the proposed item is upon Bidder. Engineer’s decision of approval or disapproval of a proposed item will be final. If Engineer approves any such proposed item, such approval will be set forth in an Addendum. Bidders cannot rely upon approvals made in any other manner.

10.02 All prices that Bidder sets forth in its Bid will be based on the presumption that the Contractor will furnish the materials and equipment specified or described in the Bidding Documents, as supplemented by Addenda. Any assumptions regarding the possibility of post-Bid approvals of

“or-equal” or substitution requests are made at Bidder’s sole risk.

ARTICLE 11—SUBCONTRACTORS, SUPPLIERS, AND OTHERS

11.01 A Bidder must be prepared to retain specific Subcontractors and Suppliers for the performance of the Work if required to do so by the Bidding Documents or in the Specifications. If a prospective

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Bidder objects to retaining any such Subcontractor or Supplier and the concern is not relieved by an Addendum, then the prospective Bidder should refrain from submitting a Bid.

11.02 The apparent Successful Bidder, and any other Bidder so requested, must submit to Owner a list of the Subcontractors or Suppliers proposed for the following portions of the Work within five days after Bid opening:

A. HVAC contractor.

B. Electrical contractor.

C. Micropile contractor

D. Pump manufacturer.

E. Variable Frequency Drive manufacturer.

11.03 If requested by Owner, such list must be accompanied by an experience statement with pertinent information regarding similar projects and other evidence of qualification for each such

Subcontractor or Supplier. If Owner or Engineer, after due investigation, has reasonable objection to any proposed Subcontractor or Supplier, Owner may, before the Notice of Award is given, request apparent Successful Bidder to submit an acceptable substitute, in which case apparent

Successful Bidder will submit a substitute, Bidder’s Bid price will be increased (or decreased) by the difference in cost occasioned by such substitution, and Owner may consider such price adjustment in evaluating Bids and making the Contract award.

11.04 If apparent Successful Bidder declines to make any such substitution, Owner may award the

Contract to the next lowest Bidder that proposes to use acceptable Subcontractors and Suppliers.

Declining to make requested substitutions will constitute grounds for forfeiture of the Bid security of any Bidder. Any Subcontractor or Supplier, so listed and against which Owner or Engineer makes no written objection prior to the giving of the Notice of Award will be deemed acceptable to Owner and Engineer subject to subsequent revocation of such acceptance as provided in

Paragraph 7.07 of the General Conditions.

ARTICLE 12—PREPARATION OF BID

12.01 The Bid Form is included with the Bidding Documents.

A. All blanks on the Bid Form must be completed in ink and the Bid Form signed in ink. Erasures or alterations must be initialed in ink by the person signing the Bid Form. A Bid price must be indicated for each section, Bid item, alternate, adjustment unit price item, and unit price item listed therein.

B. If the Bid Form expressly indicates that submitting pricing on a specific alternate item is optional, and Bidder elects to not furnish pricing for such optional alternate item, then Bidder may enter the words “No Bid” or “Not Applicable.”

12.02 If Bidder has obtained the Bidding Documents as Electronic Documents, then Bidder shall prepare its Bid on a paper copy of the Bid Form printed from the Electronic Documents version of the

Bidding Documents. The printed copy of the Bid Form must be clearly legible, printed on 8½ inch by 11-inch paper and as closely identical in appearance to the Electronic Document version of the

Bid Form as may be practical. The Owner reserves the right to accept Bid Forms which nominally vary in appearance from the original paper version of the Bid Form, providing that all required information and submittals are included with the Bid.

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12.03 A Bid by a corporation must be executed in the corporate name by a corporate officer (whose title must appear under the signature), accompanied by evidence of authority to sign. The corporate address and state of incorporation must be shown.

12.04 A Bid by a partnership must be executed in the partnership name and signed by a partner (whose title must appear under the signature), accompanied by evidence of authority to sign. The official address of the partnership must be shown.

12.05 A Bid by a limited liability company must be executed in the name of the firm by a member or other authorized person and accompanied by evidence of authority to sign. The state of formation of the firm and the official address of the firm must be shown.

12.06 A Bid by an individual must show the Bidder’s name and official address.

12.07 A Bid by a joint venture must be executed by an authorized representative of each joint venturer in the manner indicated on the Bid Form. The joint venture must have been formally established prior to submittal of a Bid, and the official address of the joint venture must be shown.

12.08 All names must be printed in ink below the signatures.

12.09 The Bid must contain an acknowledgment of receipt of all Addenda, the numbers of which must be filled in on the Bid Form.

12.10 Postal and e-mail addresses and telephone number for communications regarding the Bid must be shown.

12.11 The Bid must contain evidence of Bidder’s authority to do business in the state where the Project is located, or Bidder must certify in writing that it will obtain such authority within the time for acceptance of Bids and attach such certification to the Bid.

12.12 If Bidder is required to be licensed to submit a Bid or perform the Work in the state where the

Project is located, the Bid must contain evidence of Bidder’s licensure, or Bidder must certify in writing that it will obtain such licensure within the time for acceptance of Bids and attach such certification to the Bid. Bidder’s state contractor license number, if any, must also be shown on the Bid Form.

ARTICLE 13—BASIS OF BID

13.01 Lump Sum

A. Bidders must submit a Bid on a lump sum basis as set forth in the Bid Form.

13.02 Allowances

A. For Contingency Allowances, the Bid Price must include the amount established by the

Owner on the Bid Form

ARTICLE 14—SUBMITTAL OF BID

14.01 Bid shall be enclosed in an opaque sealed envelope plainly marked on the outside with the Project title (and, if applicable, the designated portion of the Project for which the Bid is submitted), the name and address of the Bidder, and Bidder’s license or registration number (when applicable).

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Bid shall be accompanied by bid security and other required documents in accordance with the

Bidding Documents.

14.02 If the Bid is sent by mail or other delivery method, the sealed envelope containing the Bid shall be enclosed in a separate envelope plainly marked on the outside with the notation “BID ENCLOSED”.

The sealed envelope containing the bid shall be clearly marked with the notation “ATTN:

PURCHASING DEPARTMENT – ITB # 2024-XXX – SALEM WTP WELL PUMP STATIONS 4 AND 5”, the submitting company’s name, and the date and time that the bid is due. A mailed Bid shall be addressed to: Michelle Braxton, City of Salem Purchasing Department, 114 North Broad Street, Salem, VA 24153.

14.03 Bid must be received no later than the date and time prescribed and at the place indicated in the

Advertisement or invitation to bid and must be enclosed in a plainly marked package with the

Project title, and, if applicable, the designated portion of the Project for which the Bid is submitted, the name and address of Bidder, and must be accompanied by the Bid security and other required documents. If a Bid is sent by mail or other delivery system, the sealed envelope containing the Bid must be enclosed in a separate package plainly marked on the outside with the notation “BID ENCLOSED.” A mailed Bid must be addressed to the location designated in the

Advertisement.

14.04 Bids received after the date and time prescribed for the opening of bids, or not submitted at the correct location or in the designated manner, will not be accepted and will be returned to the

Bidder unopened.

ARTICLE 15—MODIFICATION AND WITHDRAWAL OF BID

15.01 An unopened Bid may be withdrawn by an appropriate document duly executed in the same manner that a Bid must be executed and delivered to the place where Bids are to be submitted prior to the date and time for the opening of Bids. Upon receipt of such notice, the unopened Bid will be returned to the Bidder.

15.02 If a Bidder wishes to modify its Bid prior to Bid opening, Bidder must withdraw its initial Bid in the manner specified in Paragraph 15.01 and submit a new Bid prior to the date and time for the opening of Bids.

15.03 If within 24 hours after Bids are opened any Bidder files a duly signed written notice with Owner and promptly thereafter demonstrates to the reasonable satisfaction of Owner that there was a

30079600 00 21 13-9 Salem WTP Well Pump material and substantial mistake in the preparation of its Bid, the Bidder may withdraw its Bid, and the Bid security will be returned.

ARTICLE 16—OPENING OF BIDS

16.01 Bids will be opened at the time and place indicated in the advertisement or invitation to bid and, unless obviously non-responsive, read aloud publicly. An abstract of the amounts of the base Bids and major alternates, if any, will be made available to Bidders after the opening of Bids.

ARTICLE 17—BIDS TO REMAIN SUBJECT TO ACCEPTANCE

17.01 All Bids will remain subject to acceptance for the period of time stated in the Bid Form, but Owner may, in its sole discretion, release any Bid and return the Bid security prior to the end of this period.

ARTICLE 18—EVALUATION OF BIDS AND AWARD OF CONTRACT

18.01 Owner reserves the right to reject any or all Bids, including without limitation, nonconforming, nonresponsive, unbalanced, or conditional Bids. Owner also reserves the right to waive all minor

Bid informalities not involving price, time, or changes in the Work.

18.02 Owner will reject the Bid of any Bidder that Owner finds, after reasonable inquiry and evaluation, to not be responsible.

18.03 If Bidder purports to add terms or conditions to its Bid, takes exception to any provision of the

Bidding Documents, or attempts to alter the contents of the Contract Documents for purposes of the Bid, whether in the Bid itself or in a separate communication to Owner or Engineer, then

Owner will reject the Bid as nonresponsive.

18.04 If Owner awards the contract for the Work, such award will be to the responsible Bidder submitting the lowest responsive Bid.

18.05 Evaluation of Bids

A. In evaluating Bids, Owner will consider whether the Bids comply with the prescribed requirements, and such alternates, unit prices, and other data, as may be requested in the

Bid Form or prior to the Notice of Award.

B. In the comparison of Bids, alternates will be applied in the same order of priority as listed in the Bid Form. To determine the Bid prices for purposes of comparison, Owner will announce to all bidders a “Base Bid plus alternates” budget after receiving all Bids, but prior to opening them. For comparison purposes alternates will be accepted, following the order of priority established in the Bid Form, until doing so would cause the budget to be exceeded. After determination of the Successful Bidder based on this comparative process and on the responsiveness, responsibility, and other factors set forth in these Instructions, the award may be made to said Successful Bidder on its base Bid and any combination of its additive alternate Bids for which Owner determines funds will be available at the time of award.

18.06 In evaluating whether a Bidder is responsible, Owner will consider the qualifications of the Bidder and may consider the qualifications and experience of Subcontractors and Suppliers proposed for

30079600 00 21 13-10 Salem WTP Well Pump those portions of the Work for which the identity of Subcontractors and Suppliers must be submitted as provided in the Bidding Documents.

18.07 Owner may conduct such investigations as Owner deems necessary to establish the responsibility, qualifications, and financial ability of Bidders and any proposed Subcontractors or Suppliers.

ARTICLE 19—BONDS AND INSURANCE

19.01 Article 6 of the General Conditions, as may be modified by the Supplementary Conditions, sets forth Owner’s requirements as to performance and payment bonds, other required bonds (if any), and insurance. When the Successful Bidder delivers the executed Agreement to Owner, it must be accompanied by required bonds and insurance documentation.

19.02 Article 8, Bid Security, of these Instructions, addresses any requirements for providing bid bonds as part of the bidding process.

ARTICLE 20—SIGNING OF AGREEMENT

20.01 When Owner issues a Notice of Award to the Successful Bidder, it will be accompanied by the unexecuted counterparts of the Agreement along with the other Contract Documents as identified in the Agreement. Within 15 days thereafter, Successful Bidder must execute and deliver the required number of counterparts of the Agreement and any bonds and insurance documentation required to be delivered by the Contract Documents to Owner. Within 10 days thereafter, Owner will deliver one fully executed counterpart of the Agreement to Successful

Bidder, together with printed and electronic copies of the Contract Documents as stated in

Paragraph 2.02 of the General Conditions.

ARTICLE 21—STATUTORY AND FUNDING-FINANCING REQUIREMENTS

21.01 Document 00 73 73, Statutory and Funding-Financing Agency Requirements, includes statutory requirements or the requirements of funding or financing entities, such as state revolving loan fund programs.

21.02 The Bid Form contains statutory requirements or the requirements of funding or financing entities, such as state revolving loan fund programs that must be submitted with the Bid.

ARTICLE 22—SALES AND USE TAXES

22.01 Refer to General Terms and Conditions, Tax Exemption article.

+ + END OF SECTION + +

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