WMA Midland Campus HVAC Improvements Project Manual.pdf

e h r e sm a n a r c h i t e c t s . com

803 W. Big Beaver Road, Suite 350, Troy, M I 48084 | 248.244.9710 | (f) 248.244.9712

PROJECT MANUAL

FOR

HVAC IMPROVEMENTS

AT

WATERFORD MONTESSORI ACADEMY

MIDLAND CAMPUS

4860 MIDLAND AVENUE

WATERFORD, MI 48329

FOR

WATERFORD MONTESSORI ACADEMY

4860 MIDLAND AVENUE

WATERFORD, MI 48329

PROJECT NO.: 1021

DATE: JULY 26, 2021

Ehresman Architects 00 0103 Project Directory Waterford Montessori Academy Project No.: 1021 Midland Campus HVAC Improvements Page 1

SECTION 00 0103

PROJECT DIRECTORY

PART 1 GENERAL

1.01 SECTION INCLUDES

A. Identification of project team members and their contact information.

1.02 OWNER:

A. Name: Waterford Montessori Academy .

1. Address Line 1: 4860 Midland Avenue .

2. City: Waterford .

3. State: Michigan .

4. Zip Code: 48329 .

5. Telephone: (248) 674-2400 .

B. Primary Contact:

1. Title: Director .

a. Name: Jeremy Gilliam .

b. Email: jgilliam@waterfordmontessori.org .

1.03 CONSULTANTS:

A. Architect: Design Professional of Record. All correspondence from the Contractor regarding construction documents authored by Architect's consultants will be through this party, unless alternate arrangements are mutually agreed upon at preconstruction meeting.

1. Company Name: Ehresman Associates, Inc. d/b/a Ehresman Architects .

a. Address Line 1: 803 W. Big Beaver Road Suite 350 .

b. City: Troy .

c. State: Michigan .

d. Zip Code: 48084 .

e. Telephone: (248) 244-9710 .

2. Primary Contact:

a. Title: Senior Architect, Partner .

b. Name: Elizabeth S. Bye .

c. Email: elizabeth@ehresmanarchitects.com.

3. Secondary Contact:

a. Title: Architectural Intern

b. Name: Mackenzie Fisher

c. Email: mackenzie@ehresmanarchitects.com

B. Structural Engineering Consultant:

1. Company Name: IMEG .

a. Address Line 1: 33533 W. 12 Mile .

b. City: Farmington Hills .

c. State: Michigan .

d. Zip Code: 48331 .

e. Telephone: (248) 344-2800 .

f. Fax: (248) 344-1650 .

2. Primary Contact:

a. Title: Associate .

b. Name: Mark Stevenson .

c. Email: Mark.B.Stevenson@imegcorp.com .

C. Mechanical Engineering Consultant - HVAC:

1. Company Name: EAM Engineering, Inc. .

a. Address Line 1: 400 S. Old Woodward, Suite 100 .

b. City: Birmingham .

c. State: Michigan .

d. Zip Code: 48009 .

e. Telephone: (248) 528-2670 .

Ehresman Architects 00 0103 Project Directory

Midland Campus HVAC Improvements Page 2

f. Fax: (248) 528-1642 .

2. Primary Contact:

a. Title: Principal .

b. Name: Gene Simo .

c. Email: gsimo@eam-engineers.com .

D. Electrical Engineering Consultant:

1. Company Name: EAM Engineering, Inc. .

a. Address Line 1: 400 S. Old Woodward, Suite 100 .

b. City: Birmingham .

c. State: Michigan .

d. Zip Code: 48009 .

e. Telephone: (248) 258-1610 .

f. Fax: (248) 258-9538 .

2. Primary Contact:

a. Title: Electrical Engineer .

b. Name: Erica Kovacs .

c. Email: ekovacs@ma-engineering.com .

PART 2 PRODUCTS - NOT USED

PART 3 EXECUTION - NOT USED

END OF SECTION 00 0103

Ehresman Architects 00 0107 Seals Page

SECTION 00 0107

SEALS PAGE

END OF SECTION 00 0107

This page intentionally left blank

Ehresman Architects 00 0110 Table of Contents

SECTION 00 0110

TABLE OF CONTENTS

PROCUREMENT AND CONTRACTING REQUIREMENTS

1.01 DIVISION 00 -- PROCUREMENT AND CONTRACTING REQUIREMENTS

A. Cover Page B. 00 0103 - Project Directory C. 00 0107 - Seals Page D. 00 0110 - Table of Contents E. 00 0115 - List of Drawing Sheets F. Advertisement To Bid G. AIA Document A701-2018 "Instructions to Bidders" H. Proposal Form - Refer to Owner's RFP Document I. AIA A101-2017 "Standard Form of Agreement Between Owner & Contractor" J. AIA Document A201-2007 "General Conditions of the Contract for Construction"

SPECIFICATIONS

2.01 DIVISION 01 -- GENERAL REQUIREMENTS

A. 01 1000 - Summary B. 01 2000 - Price and Payment Procedures C. 01 2500 - Substitution Procedures D. 01 3000 - Administrative Requirements E. 01 4100 - Regulatory Requirements F. 01 5000 - Temporary Facilities and Controls G. 01 5100 - Temporary Utilities H. 01 6000 - Product Requirements I. 01 6116 - Volatile Organic Compound (VOC) Content Restrictions J. 01 7000 - Execution and Closeout Requirements K. 01 7419 - Construction Waste Management and Disposal L. 01 7800 - Closeout Submittals

END OF SECTION 00 0110

Ehresman Architects 00 0115 List of Drawing Sheets

SECTION 00 0115

LIST OF DRAWING SHEETS

ARCHITECTURAL DRAWINGS

TTL TITLE SHEET

A00 GENERAL INFORMATION

A20 COMPOSITE FLOOR & ROOF PLAN

A40 ENLARGED FLOOR PLAN(A)

A41 ENLARGED FLOOR PLAN (B)

A60 ENLARGED RCP (A)

A61 ENLARGED RCP (B)

A80 ROOFING & FENCE DETAILS

STRUCTURAL DRAWINGS

S10 STRUCTURAL GENERAL NOTES

S11 STRUCTURAL GENERAL NOTES

S12 STRUCTURAL GENERAL NOTES

S30 ROOF PLAN - SOUTH

S31 ROOF PLAN - NORTH

S32 ENLARGED PLANS

S50 TYPICAL DETAILS

MECHANICAL DRAWINGS

M10 MECHANICAL COVER SHEET

M20 COMPOSITE FLOOR PLAN - MECHANICAL

M30 ENLARGED FLOOR PLAN - MECHANICAL

M31 ENLARGED FLOOR PLAN - MECHANICAL

M40 MECHANICAL SCHEDULES

M41 MECHANICAL SCHEDULES

M50 MECHANICAL DETAILS & CONTROLS

M60 MECHANICAL SPECIFICATIONS

M61 MECHANICAL SPECIFICATIONS

ELECTRICAL DRAWINGS

E10 ELECTRICAL COVER SHEET

E20 COMPOSITE FLOOR PLAN - ELECTRICAL

E30 ELECTRICAL RISER DIAGRAM

E40 ELECTRICAL PANELBOARD SCHEDULES

E50 ELECTRICAL SPECIFICATIONS

END OF SECTION 00 0115

ADVERTISEMENT

The Board of Directors of Waterford Montessori Academy (“Owner” or “School”) will receive sealed Bid Proposals for:

RFP NUMBER: 1021

Bid Proposals will be received by Jeremy Gilliam of Waterford Montessori Academy, at

4860 Midland Avenue, Waterford, Michigan, 48328, on or before 1:00 p.m. (local time) on

August 26, 2021 (“Due Date”). The Board of Directors will not consider or accept a Bid

Proposal received after the Due Date, the date and time specified for Bid Proposal submission. Bid Proposals will be publicly opened and read aloud on August 26, 2021 at

1:30 p.m. at 4860 Midland Avenue, Waterford, Michigan, 48328.

A mandatory pre-Bid Proposal meeting will be held on August 11, 2021 at 1:00 p.m., at

4860 Midland Avenue, Waterford, Michigan, 48328.

Each Bid Proposal must be accompanied by a sworn and notarized statement disclosing any familial relationship that exists between the owner or any employee of the contractor and any member of the Board of Directors or Jeremy Gilliam of Waterford Montessori Academy.

The Board of Directors will not accept a Bid Proposal that does not include this sworn and notarized disclosure statement.

Each Bid Proposal must also be accompanied by a sworn and notarized statement certifying that the Contractor is not an Iran Linked Business. The Board of Directors will not accept a

Bid Proposal that does not include this sworn and notarized statement.

The Waterford Montessori Academy Board of Directors reserves the right to accept or reject any and all Bid Proposals, either in whole or in part, to waive any informalities or irregularities therein, or to award the contract to other than the contractor(s) submitting the best financial Bid Proposal (low bidder), in its sole and absolute discretion.

If you have any questions, please do not hesitate to email architects@ehresmanarchitects.com.

205255594.1 21952/196346 mailto:architects@ehresmanarchitects.com

Document A701™ – 2018 Instructions to Bidders

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:52:32 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

User Notes: (863331958)

This document has important legal consequences. Consultation with an attorney is encouraged with respect to its completion or modification.

FEDERAL, STATE, AND LOCAL

LAWS MAY IMPOSE

REQUIREMENTS ON PUBLIC

PROCUREMENT CONTRACTS.

CONSULT LOCAL

AUTHORITIES OR AN

ATTORNEY TO VERIFY

REQUIREMENTS APPLICABLE

TO THIS PROCUREMENT

BEFORE COMPLETING THIS

FORM.

It is intended that AIA Document G612™–2017, Owner’s Instructions to the Architect, Parts A and B will be completed prior to using this document.

for the following Project:

(Name, location, and detailed description)

Waterford Montessori Academy Midland Campus HVAC Improvements 4860 Midland Avenue Waterford Township, MI 48329

THE OWNER:

(Name, legal status, address, and other information)

Waterford Montessori Academy* 4860 Midland Avenue Waterford, Michigan 48329 *A Michigan Nonprofit Corporation and Governmental Unit

THE ARCHITECT:

(Name, legal status, address, and other information)

Ehresman Associates, Inc.

d/b/a Ehresman Architects 803 West Big Beaver Road Suite 350 Troy, MI 48084 Telephone Number: 248-244-9710 Fax Number: 248-244-9712

TABLE OF ARTICLES

1 DEFINITIONS

2 BIDDER’S REPRESENTATIONS

3 BIDDING DOCUMENTS

4 BIDDING PROCEDURES

5 CONSIDERATION OF BIDS

6 POST-BID INFORMATION

7 PERFORMANCE BOND AND PAYMENT BOND

8 ENUMERATION OF THE PROPOSED CONTRACT DOCUMENTS

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:52:32 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

User Notes: (863331958)

ARTICLE 1 DEFINITIONS

§ 1.1 Bidding Documents include the Bidding Requirements and the Proposed Contract Documents. The Bidding Requirements consist of the advertisement or invitation to bid, Instructions to Bidders, supplementary instructions to bidders, the bid form, and any other bidding forms. The Proposed Contract Documents consist of the unexecuted form of Agreement between the Owner and Contractor and that Agreement’s Exhibits, Conditions of the Contract (General, Supplementary and other Conditions), Drawings, Specifications, all Addenda, and all other documents enumerated in Article 8 of these Instructions.

§ 1.2 Definitions set forth in the General Conditions of the Contract for Construction, or in other Proposed Contract Documents apply to the Bidding Documents.

§ 1.3 Addenda are written or graphic instruments issued by the Architect, which, by additions, deletions, clarifications, or corrections, modify or interpret the Bidding Documents.

§ 1.4 A Bid is a complete and properly executed proposal to do the Work for the sums stipulated therein, submitted in accordance with the Bidding Documents.

§ 1.5 The Base Bid is the sum stated in the Bid for which the Bidder offers to perform the Work described in the Bidding Documents, to which Work may be added or deleted by sums stated in Alternate Bids.

§ 1.6 An Alternate Bid (or Alternate) is an amount stated in the Bid to be added to or deducted from, or that does not change, the Base Bid if the corresponding change in the Work, as described in the Bidding Documents, is accepted.

§ 1.7 A Unit Price is an amount stated in the Bid as a price per unit of measurement for materials, equipment, or services, or a portion of the Work, as described in the Bidding Documents.

§ 1.8 A Bidder is a person or entity who submits a Bid and who meets the requirements set forth in the Bidding Documents.

§ 1.9 A Sub-bidder is a person or entity who submits a bid to a Bidder for materials, equipment, or labor for a portion of the Work.

ARTICLE 2 BIDDER’S REPRESENTATIONS

§ 2.1 By submitting a Bid, the Bidder represents that:

.1 the Bidder has read and understands the Bidding Documents;

.2 the Bidder understands how the Bidding Documents relate to other portions of the Project, if any, being bid concurrently or presently under construction;

.3 the Bid complies with the Bidding Documents;

.4 the Bidder has visited the site, become familiar with local conditions under which the Work is to be performed, and has correlated the Bidder’s observations with the requirements of the Proposed Contract Documents; and has satisfied themselves as to the conditions thereof. No allowances or extra payments will be made to the Bidder for, or on account of, costs or expenses occasioned by the Bidder’s failure to comply with the provisions hereof or by reason the error or oversight on the part of the Bidder;

.5 the Bid is based upon the materials, equipment, and systems required by the Bidding Documents without exception; and

.6 the Bidder has read and understands the provisions for liquidated damages, if any, set forth in the form of Agreement between the Owner and Contractor.

.7 the Bidder is a properly licensed Contractor according to the law and regulations of the State of Michigan and meets the qualifications indicated in the Contract Documents;

.8 the Bidder has incorporated into the Bid adequate sums for Work performed by installers whose qualifications meet those indicated in the Contract Documents;

.9 Bidder has been regularly engaged in this business for at least seven (7) years, and has successfully completed at least three (3) projects of similar size and costs. Provide a list of references and completed projects with telephone number and name of contact person with 24 hours of request, and on space provided on the Proposal form.

.10 COST OF PERMITS AND FEES. Bidder has included the following

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:52:32 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

User Notes: (863331958)

.1 State Permits, Fees. The Base Proposal Amount shall include the cost of the building permit and all other permits, governmental fees, licenses, inspections and related work necessary for the proper execution of the work of the Contract.

Do not include in the Proposal Amount the following fees already paid for by the Owner.

a. State Plan Review Fees

For further information on fees and inspections, contact the State of Michigan at 517-241-9313.

.2 The Bidder has investigated all required fees, permits and regulatory requirements of the authorities having jurisdiction and is properly included in the submitted bid the cost of such fees, permits and requirements not otherwise indicated as provided by the Owner.

ARTICLE 3 BIDDING DOCUMENTS

§ 3.1 Distribution § 3.1.1 Bidders shall obtain complete Bidding Documents, as indicated below, from the issuing office designated in the advertisement or invitation to bid, for the deposit sum, if any, stated therein.

(Indicate how, such as by email, website, host site/platform, paper copy, or other method Bidders shall obtain Bidding Documents.)

Prime Contractors can request bidding documents by emailing architects@ehresmanarchitects.com

§ 3.1.2 Any required deposit shall be refunded to Bidders who submit a bona fide Bid and return the paper Bidding Documents in good condition within ten days after receipt of Bids. The cost to replace missing or damaged paper documents will be deducted from the deposit. A Bidder receiving a Contract award may retain the paper Bidding Documents, and the Bidder’s deposit will be refunded.

§ 3.1.3 Bidding Documents will not be issued directly to Sub-bidders unless specifically offered in the advertisement or invitation to bid, or in supplementary instructions to bidders.

§ 3.1.4 Bidders shall use complete Bidding Documents in preparing Bids. Neither the Owner nor Architect assumes responsibility for errors or misinterpretations resulting from the use of incomplete Bidding Documents.

§ 3.1.5 The Bidding Documents will be available for the sole purpose of obtaining Bids on the Work. No license or grant of use is conferred by distribution of the Bidding Documents.

§ 3.2 Modification or Interpretation of Bidding Documents § 3.2.1 The Bidder shall carefully study the Bidding Documents, shall examine the site and local conditions, and shall notify the Architect of errors, inconsistencies, or ambiguities discovered and request clarification or interpretation pursuant to Section 3.2.2.

§ 3.2.2 Requests for clarification or interpretation of the Bidding Documents shall be submitted by the Bidder in writing and shall be received by the Architect at least seven days prior to the date for receipt of Bids.

(Indicate how, such as by email, website, host site/platform, paper copy, or other method Bidders shall submit requests for clarification and interpretation.)

Prime Contractors shall send bidding RFI’s to architects@ehresmanarchitects.com prior to 12:00 p.m. (EST) on Thursday, August 19, 2021. All requests shall clearly and thoroughly describe the item or issue requiring clarification

§ 3.2.3 Modifications and interpretations of the Bidding Documents shall be made by Addendum. Modifications and interpretations of the Bidding Documents made in any other manner shall not be binding, and Bidders shall not rely upon them.

§ 3.3 Substitutions § 3.3.1 The materials, products, and equipment described in the Bidding Documents establish a standard of required function, dimension, appearance, and quality to be met by any proposed substitution. Where several materials are specified under the same heading, selection shall be at the option of the Bidder. Where materials or products are specified accompanied with the phrase "Approved Substitution", or similar words, the Bidder may submit materials or products for approval in accordance with Subparagraph 3.3.2.

mailto:architects@ehresmanarchitects.com

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:52:32 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

User Notes: (863331958)

§ 3.3.2 Substitution Process § 3.3.2.1 Written requests for substitutions shall be received by the Architect at least ten days prior to the date for receipt of Bids. Requests shall be submitted in the same manner as that established for submitting clarifications and interpretations in Section 3.2.2.

§ 3.3.2.2 Bidders shall submit substitution requests on a Substitution Request Form if one is provided in the Bidding Documents.

§ 3.3.2.3 If a Substitution Request Form is not provided, requests shall include (1) the name of the material or equipment specified in the Bidding Documents; (2) the reason for the requested substitution; (3) a complete description of the proposed substitution including the name of the material or equipment proposed as the substitute, performance and test data, and relevant drawings; and (4) any other information necessary for an evaluation. The request shall include a statement setting forth changes in other materials, equipment, or other portions of the Work, including changes in the work of other contracts or the impact on any Project Certifications (such as LEED), that will result from incorporation of the proposed substitution.

§ 3.3.3 The burden of proof of the merit of the proposed substitution is upon the proposer. The Architect’s decision of approval or disapproval of a proposed substitution shall be final.

§ 3.3.4 If the Architect approves a proposed substitution prior to receipt of Bids, such approval shall be set forth in an Addendum. Approvals made in any other manner shall not be binding, and Bidders shall not rely upon them.

§ 3.3.5 No substitutions will be considered after the Contract award unless specifically provided for in the Contract Documents.

§ 3.4 Addenda § 3.4.1 Addenda will be transmitted to Bidders known by the issuing office to have received complete Bidding Documents.

(Indicate how, such as by email, website, host site/platform, paper copy, or other method Addenda will be transmitted.)

All addenda will be issued to Prime Contractors known to have plans via email prior to 4:00 p.m. (EST) on Friday, August 20, 2021.

§ 3.4.2 Addenda will be available where Bidding Documents are on file.

§ 3.4.3 Addenda will be issued no later than four days prior to the date for receipt of Bids, except an Addendum withdrawing the request for Bids or one which includes postponement of the date for receipt of Bids.

§ 3.4.4 Prior to submitting a Bid, each Bidder shall ascertain that the Bidder has received all Addenda issued, and the Bidder shall acknowledge their receipt in the Bid.

ARTICLE 4 BIDDING PROCEDURES

§ 4.1 Preparation of Bids § 4.1.1 Bids shall be submitted on the forms included with or identified in the Bidding Documents.

§ 4.1.2 All blanks on the bid form shall be legibly executed. Paper bid forms shall be executed in a non-erasable medium.

§ 4.1.3 Sums shall be expressed in both words and numbers, unless noted otherwise on the bid form. In case of discrepancy, the amount entered in words shall govern.

§ 4.1.4 Edits to entries made on paper bid forms must be initialed by the signer of the Bid.

§ 4.1.5 All requested Alternates shall be bid. If no change in the Base Bid is required, enter "No Change" or as required by the bid form.

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:52:32 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

User Notes: (863331958)

§ 4.1.6 Where two or more Bids for designated portions of the Work have been requested, the Bidder may, without forfeiture of the bid security, state the Bidder’s refusal to accept award of less than the combination of Bids stipulated by the Bidder. The Bidder shall neither make additional stipulations on the bid form nor qualify the Bid in any other manner.

§ 4.1.7 Each copy of the Bid shall state the legal name and legal status of the Bidder. As part of the documentation submitted with the Bid, the Bidder shall provide evidence of its legal authority to perform the Work in the jurisdiction where the Project is located. Each copy of the Bid shall be signed by the person or persons legally authorized to bind the Bidder to a contract. A Bid by a corporation shall further name the state of incorporation and have the corporate seal affixed. A Bid submitted by an agent shall have a current power of attorney attached, certifying the agent’s authority to bind the Bidder.

§ 4.1.8 A Bidder shall incur all costs associated with the preparation of its Bid.

§ 4.2 Bid Security § 4.2.1 Each Bid shall be accompanied by the following bid security:

(Insert the form and amount of bid security.)

5% Bid Bond

§ 4.2.2 The Bidder pledges to enter into a Contract with the Owner on the terms stated in the Bid and shall, if required, furnish bonds covering the faithful performance of the Contract and payment of all obligations arising thereunder. Should the Bidder refuse to enter into such Contract or fail to furnish such bonds if required, the amount of the bid security shall be forfeited to the Owner as liquidated damages, not as a penalty. In the event the Owner fails to comply with Section 6.2, the amount of the bid security shall not be forfeited to the Owner.

§ 4.2.3 If a surety bond is required as bid security, it shall be written on AIA Document A310™, Bid Bond, unless otherwise provided in the Bidding Documents. The attorney-in-fact who executes the bond on behalf of the surety shall affix to the bond a certified and current copy of an acceptable power of attorney. The Bidder shall provide surety bonds from a company or companies lawfully authorized to issue surety bonds in the jurisdiction where the Project is located.

§ 4.2.4 The Owner will have the right to retain the bid security of Bidders to whom an award is being considered until (a) the Contract has been executed and bonds, if required, have been furnished; (b) the specified time has elapsed so that Bids may be withdrawn; or (c) all Bids have been rejected. However, if no Contract has been awarded or a Bidder has not been notified of the acceptance of its Bid, a Bidder may, beginning 90 days after the opening of Bids, withdraw its Bid and request the return of its bid security.

§ 4.3 Submission of Bids § 4.3.1 A Bidder shall submit its Bid as indicated below:

(Indicate how, such as by website, host site/platform, paper copy, or other method Bidders shall submit their Bid.)

sealed, paper Bid to Jeremy Gilliam, Director, at the Midland Campus, 4860 Midland Ave, Waterford, Michigan, 48328.

§ 4.3.2 Paper copies of the Bid, the bid security, and any other documents required to be submitted with the Bid shall be enclosed in a sealed opaque envelope. The envelope shall be addressed to the party receiving the Bids and shall be identified with the Project name, the Bidder’s name and address, and, if applicable, the designated portion of the Work for which the Bid is submitted. If the Bid is sent by mail, the sealed envelope shall be enclosed in a separate mailing envelope with the notation "SEALED BID ENCLOSED" on the face thereof.

§ 4.3.3 Bids shall be submitted by the date and time and at the place indicated in the invitation to bid. Bids submitted after the date and time for receipt of Bids, or at an incorrect place, will not be accepted.

§ 4.3.4 The Bidder shall assume full responsibility for timely delivery at the location designated for receipt of Bids.

§ 4.3.5 A Bid submitted by any method other than as provided in this Section 4.3 will not be accepted.

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:52:32 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

User Notes: (863331958)

§ 4.4 Modification or Withdrawal of Bid § 4.4.1 Prior to the date and time designated for receipt of Bids, a Bidder may submit a new Bid to replace a Bid previously submitted, or withdraw its Bid entirely, by notice to the party designated to receive the Bids. Such notice shall be received and duly recorded by the receiving party on or before the date and time set for receipt of Bids. The receiving party shall verify that replaced or withdrawn Bids are removed from the other submitted Bids and not considered. Notice of submission of a replacement Bid or withdrawal of a Bid shall be worded so as not to reveal the amount of the original Bid.

§ 4.4.2 Withdrawn Bids may be resubmitted up to the date and time designated for the receipt of Bids in the same format as that established in Section 4.3, provided they fully conform with these Instructions to Bidders. Bid security shall be in an amount sufficient for the Bid as resubmitted.

§ 4.4.3 After the date and time designated for receipt of Bids, a Bidder who discovers that it made a clerical error in its Bid shall notify the Architect of such error within two days, or pursuant to a timeframe specified by the law of the jurisdiction where the Project is located, requesting withdrawal of its Bid. Upon providing evidence of such error to the reasonable satisfaction of the Architect, the Bid shall be withdrawn and not resubmitted. If a Bid is withdrawn pursuant to this Section 4.4.3, the bid security will be attended to as follows:

(State the terms and conditions, such as Bid rank, for returning or retaining the bid security.)

ARTICLE 5 CONSIDERATION OF BIDS

§ 5.1 Opening of Bids If stipulated in an advertisement or invitation to bid, or when otherwise required by law, Bids properly identified and received within the specified time limits will be publicly opened and read aloud. A summary of the Bids may be made available to Bidders.

§ 5.2 Rejection of Bids Unless otherwise prohibited by law, the Owner shall have the right to reject any or all Bids. A bid not accompanied by a required bid security or by other data required by the Bidding Documents, or a bid which is any way incomplete or irregular is subject to the rejection, including the low bid.

§ 5.2.1. By submitting a proposal, each Bidder agrees to waive any claim it has or may have against the Owner, the Architect-Engineer, and their respective employees, arising out of, or in connection with, the administration, evaluation, or recommendation of any bid.

§ 5.3 Acceptance of Bid (Award) § 5.3.1 It is the intent of the Owner to award a Contract to the lowest responsive and responsible Bidder, provided the Bid has been submitted in accordance with the requirements of the Bidding Documents. Unless otherwise prohibited by law, the Owner shall have the right to waive informalities and irregularities in a Bid received and to accept the Bid which, in the Owner’s judgment, is in the Owner’s best interests.

§ 5.3.2 Unless otherwise prohibited by law, the Owner shall have the right to accept Alternates in any order or combination, unless otherwise specifically provided in the Bidding Documents, and to determine the lowest responsive and responsible Bidder on the basis of the sum of the Base Bid and Alternates accepted.

§ 5.3.3 In determining the lowest responsible Bidder, the Owner will consider the proposal amount, the qualifications, and contractor’s level of performance on past projects for this Owner or other Owners, the timeliness of the proposal as based on the stated completion dates and the Owner’s evaluation of the contractor’s schedule performance on prior projects.

§ 5.3.4 The Owner reserves the right to accept or reject any and all Bid Proposals, either in whole or in part, to waive any informalities or irregularities therein, or to award the contract to other than the contractor(s) submitting the best financial Bid Proposal (low bidder), in its sole and absolute discretion.

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:52:32 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

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ARTICLE 6 POST-BID INFORMATION

§ 6.1 Contractor’s Qualification Statement Bidders to whom award of a Contract is under consideration shall submit to the Architect, upon request and within the timeframe specified by the Architect, a properly executed AIA Document A305™, Contractor’s Qualification Statement, unless such a Statement has been previously required and submitted for this Bid.

§ 6.1.1. Subcontractor’s Qualifications

a. Submit a list of major subcontractors, within 48 hours if requested by Owner.

b. Submit a detailed trade cost breakdown for major subcontractors and equipment, within 72 hours if requested by Owner.

§ 6.2 Owner’s Financial Capability A Bidder to whom award of a Contract is under consideration may request in writing, fourteen days prior to the expiration of the time for withdrawal of Bids, that the Owner furnish to the Bidder reasonable evidence that financial arrangements have been made to fulfill the Owner’s obligations under the Contract. The Owner shall then furnish such reasonable evidence to the Bidder no later than seven days prior to the expiration of the time for withdrawal of Bids. Unless such reasonable evidence is furnished within the allotted time, the Bidder will not be required to execute the Agreement between the Owner and Contractor.

§ 6.3 Submittals § 6.3.1 After notification of selection for the award of the Contract, the Bidder shall, as soon as practicable or as stipulated in the Bidding Documents, submit in writing to the Owner through the Architect:

.1 a designation of the Work to be performed with the Bidder’s own forces;

.2 names of the principal products and systems proposed for the Work and the manufacturers and suppliers of each; and

.3 names of persons or entities (including those who are to furnish materials or equipment fabricated to a special design) proposed for the principal portions of the Work.

§ 6.3.2 The Bidder will be required to establish to the satisfaction of the Architect and Owner the reliability and responsibility of the persons or entities proposed to furnish and perform the Work described in the Bidding Documents.

§ 6.3.3 Prior to the execution of the Contract, the Architect will notify the Bidder if either the Owner or Architect, after due investigation, has reasonable objection to a person or entity proposed by the Bidder. If the Owner or Architect has reasonable objection to a proposed person or entity, the Bidder may, at the Bidder’s option, withdraw the Bid or submit an acceptable substitute person or entity. The Bidder may also submit any required adjustment in the Base Bid or Alternate Bid to account for the difference in cost occasioned by such substitution. The Owner may accept the adjusted bid price or disqualify the Bidder. In the event of either withdrawal or disqualification, bid security will not be forfeited.

§ 6.3.4 Persons and entities proposed by the Bidder and to whom the Owner and Architect have made no reasonable objection must be used on the Work for which they were proposed and shall not be changed except with the written consent of the Owner and Architect.

ARTICLE 7 PERFORMANCE BOND AND PAYMENT BOND

§ 7.1 Bond Requirements § 7.1.1 If stipulated in the Bidding Documents, the Bidder shall furnish bonds covering the faithful performance of the Contract and payment of all obligations arising thereunder.

§ 7.1.2 If the furnishing of such bonds is stipulated in the Bidding Documents, the cost shall be included in the Bid. If the furnishing of such bonds is required after receipt of bids and before execution of the Contract, the cost of such bonds shall be added to the Bid in determining the Contract Sum.

§ 7.1.3 The Bidder shall provide surety bonds from a Michigan A.M. Best company or companies lawfully authorized to issue surety bonds in the jurisdiction where the Project is located.

§ 7.1.4 Unless otherwise indicated below, the Penal Sum of the Payment and Performance Bonds shall be the amount of the Contract Sum.

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:52:32 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

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(If Payment or Performance Bonds are to be in an amount other than 100% of the Contract Sum, indicate the dollar amount or percentage of the Contract Sum.)

§ 7.2 Time of Delivery and Form of Bonds § 7.2.1 The Bidder shall deliver the required bonds to the Owner not later than three days following the date of execution of the Contract. If the Work is to commence sooner in response to a letter of intent, the Bidder shall, prior to commencement of the Work, submit evidence satisfactory to the Owner that such bonds will be furnished and delivered in accordance with this Section 7.2.1.

§ 7.2.2 Unless otherwise provided, the bonds shall be written on AIA Document A312, Performance Bond and Payment Bond.

§ 7.2.3 The bonds shall be dated on or after the date of the Contract.

§ 7.2.4 The Bidder shall require the attorney-in-fact who executes the required bonds on behalf of the surety to affix to the bond a certified and current copy of the power of attorney.

ARTICLE 8 ENUMERATION OF THE PROPOSED CONTRACT DOCUMENTS

§ 8.1 Copies of the proposed Contract Documents have been made available to the Bidder and consist of the following documents:

.1 AIA Document A101™–2017, Standard Form of Agreement Between Owner and Contractor, unless otherwise stated below.

(Insert the complete AIA Document number, including year, and Document title.)as modified for the Project.

.2 AIA Document A101™–2017, Exhibit A, Insurance and Bonds, unless otherwise stated below.

(Insert the complete AIA Document number, including year, and Document title.)

.3 AIA Document A201™–2017, .3 AIA Document A201™–2007, General Conditions of the Contract for Construction, unless otherwise stated below.

(Insert the complete AIA Document number, including year, and Document title.)as modified for the Project.

.4 AIA Document E203™–2013, Building Information Modeling and Digital Data Exhibit, dated as indicated below:.4 Drawings

(Insert the date of the E203-2013.)

.5 Drawings Refer to Section 00 900 of the Project Manual and Title Sheet of the drawing set.

Number Title Date

.6 .5 Specifications Refer to the Project Manual Table of Contents

Section Title Date Pages

.7 Addenda:

AIA Document A701™ – 2018. Copyright © 1970, 1974, 1978, 1987, 1997 and 2018 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:52:32 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

User Notes: (863331958)

Number Date Pages

.8 Other Exhibits:

(Check all boxes that apply and include appropriate information identifying the exhibit where required.)

[ ] AIA Document E204™–2017, Sustainable Projects Exhibit, dated as indicated below:

(Insert the date of the E204-2017.)

[ ] The Sustainability Plan:

Title Date Pages

[ ] Supplementary and other Conditions of the Contract:

Document Title Date Pages

.9 Other documents listed below:

(List here any additional documents that are intended to form part of the Proposed Contract Documents.)

AIA Document D401™ – 2003. Copyright © 1992 and 2003 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:52:32 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

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Certification of Document’s Authenticity AIA® Document D401™ – 2003

I, , hereby certify, to the best of my knowledge, information and belief, that I created the attached final document simultaneously with this certification at 18:52:32 ET on 07/24/2021 under Order No. 0568117423 from AIA Contract Documents software and that in preparing the attached final document I made no changes to the original text of AIA® Document A701™ – 2018, Instructions to Bidders, as published by the AIA in its software, other than changes shown in the attached final document by underscoring added text and striking over deleted text.

(Signed)

(Title)

(Dated)

Document A101® – 2017 Standard Form of Agreement Between Owner and Contractor where the basis of payment is a Stipulated Sum

Init.

AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:51:14 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

User Notes: (1482911045)

This document has important legal consequences. Consultation with an attorney is encouraged with respect to its completion or modification.

The parties should complete A101®–2017, Exhibit A, Insurance and Bonds, contemporaneously with this Agreement. AIA Document A201®–2017, General Conditions of the Contract for Construction, is adopted in this document by reference. Do not use with other general conditions unless this document is modified.

AGREEMENT made as of the day of in the year 2021 (In words, indicate day, month and year.)

BETWEEN the Owner:

(Name, legal status, address and other information)

Waterford Montessori Academy 4860 Midland Avenue Waterford, Michigan 48329 and the Contractor:

(Name, legal status, address and other information) for the following Project:

(Name, location and detailed description)

WATERFORD MONTESSORI ACADEMY

Midland Campus HVAC Improvements 4860 Midland Avenue Waterford, Michigan 48329

The Architect:

(Name, legal status, address and other information)

Ehresman Associates, Inc.

d/b/a Ehresman Architect 803 West Big Beaver Road Suite 350 Troy, Michigan 48084 Telephone Number: 248-244-9710 Fax Number: 248-244-9712

The Owner and Contractor agree as follows.

Init.

AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:51:14 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

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TABLE OF ARTICLES

1 THE CONTRACT DOCUMENTS

2 THE WORK OF THIS CONTRACT

3 DATE OF COMMENCEMENT AND SUBSTANTIAL COMPLETION

4 CONTRACT SUM

5 PAYMENTS

6 DISPUTE RESOLUTION

7 TERMINATION OR SUSPENSION

8 MISCELLANEOUS PROVISIONS

9 ENUMERATION OF CONTRACT DOCUMENTS

EXHIBIT A INSURANCE AND BONDS

ARTICLE 1 THE CONTRACT DOCUMENTS

The Contract Documents consist of the Request For Proposal dated July 26, 2021 (the "RFP"), the Addendum to the RFP dated _________, 202__, Contractor’s Proposal dated ________, 202_, (except to the extent any exceptions contained in the Contractor’s Proposal are not expressly accepted by the Owner in writing or incorporated into this Agreement, (hereinafter referred to as the "Agreement" or "Contract"), the Post Bid Interview Agreement dated ________, 202_, Conditions of the Contract (General, Supplementary, and other Conditions), Drawings, Specifications, Addenda issued prior to execution of this Agreement, other documents listed in this Agreement, and Modifications issued after execution of this Agreement, all of which form the Contract, and are as fully a part of the Contract as if attached to this Agreement or repeated herein. The Contract represents the entire and integrated agreement between the parties hereto and supersedes prior negotiations, representations, or agreements, either written or oral. An enumeration of the Contract Documents, other than a Modification, appears in Article 9.

ARTICLE 2 THE WORK OF THIS CONTRACT

The Contractor shall faithfully, competently, and fully execute the Work described in the Contract Documents or reasonably inferable as necessary, or incidental, to produce the results intended by the Contract Documents, except as specifically indicated in the Contract Documents to be the responsibility of others. Except as expressly provided for in the Contract Documents to the contrary, the Contractor, at its sole cost, risk, and expense shall construct, install, equip, provide, purchase, pay for, and furnish all of the Work in accordance with the Contract Documents and Applicable Laws as they apply to the performance of the Work.

ARTICLE 3 DATE OF COMMENCEMENT AND SUBSTANTIAL COMPLETION

§ 3.1 The date of commencement of the Work shall be:be the later of the date of this Agreement unless a different date is selected below or the date on which Contractor has delivered to the Owner insurance certificate(s) and bonds required under this Agreement:

(Check one of the following boxes.)

[ ] The date of this Agreement.

[ ] A date set forth in a notice to proceed issued by the Owner.

[ ] Established as follows:

(Insert a date or a means to determine the date of commencement of the Work.)

AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, "A101," and “AIA Contract Documents” are registered trademarks and may not be used without permission. This document was produced by AIA software at 18:51:14 ET on 07/24/2021 under Order No.0568117423 which expires on 08/17/2022, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

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If a date of commencement of the Work is not selected, then the date of commencement shall be the date of this Agreement.set forth in a notice to proceed issued by the Owner.

§ 3.2 The Contract Time shall be measured from the date of commencement of the Work.

§ 3.3 Substantial Completion § 3.3.1 Subject to adjustments of the Contract Time as provided in the Contract Documents, the Contractor shall achieve Substantial Completion of the entire Work:

(Check one of the following boxes and complete the necessary information.)

[ ] Not later than ( ) calendar days from the date of commencement of the Work.

[ ] By the following date:

[ ] As outlined in Exhibit

§ 3.3.2 Subject to adjustments of the Contract Time as provided in the Contract Documents, if portions of the Work are to be completed prior to Substantial Completion of the entire Work, the Contractor shall achieve Substantial Completion of such portions by the following dates:

Portion of Work Substantial Completion Date

§ 3.3.3 If the Contractor fails to achieve Substantial Completion as provided in this Section 3.3, liquidated damages, if any, shall be assessed as set forth in Section 4.5.

§ 3.3.4 Time is of the essence with respect to the Contract Documents and all of the Contractor’s obligations thereunder. The Contractor acknowledges and recognizes that the Owner requires full occupancy and use of the completed Work on the date by which Substantial Completion is required hereunder.

ARTICLE 4 CONTRACT SUM

§ 4.1 The Owner shall pay the Contractor the Contract Sum in current funds for the Contractor’s performance of the Contract. The Contract Sum shall be ($ ), subject to additions and deductions as provided in the Contract Documents.

§ 4.2 Alternates § 4.2.1 Alternates, if any, included in the Contract Sum:

Item Price

§ 4.2.2 Subject to the conditions noted below, the following alternates may be accepted by the Owner following execution of this Agreement. Upon acceptance, the Owner shall issue a Modification to this Agreement.The Contract Sum does not include the following alternatives, which are described in the Contract Documents and may later be accepted by the Owner in writing; provided however, that the Contractor shall furnish the Owner with not less than fourteen (14) days’ prior written notice of the date upon which any of the alternatives set forth below in this Section

4.2.2 must be accepted by the Owner in order for the Contractor to perform the Work covered by such alternatives for the price set forth below in this Section 4.2.2 and without any adjustment to a milestone date or in the Contract Time.

(Insert below each alternate and the conditions that must be met for the Owner to accept the alternate.)

Item Price Conditions for Acceptance

§ 4.3 Allowances, if any, included in the Contract Sum:

(Identify each allowance.)

AIA Document A101® – 2017. Copyright © 1915, 1918, 1925, 1937, 1951, 1958, 1961, 1963, 1967, 1974, 1977, 1987, 1991, 1997, 2007 and 2017 by The…