Loading...
HomeMy WebLinkAboutRFP - City of Bozeman Library Boiler ReplacementPage 1 of 10 REQUEST FOR PROPOSALS (RFP) CITY OF BOZEMAN PUBLIC LIBRARY BOILER REPLACEMENT CITY OF BOZEMAN Bozeman, MT City of Bozeman PO Box 1230 Bozeman, MT 59771-1230 October 2025 NOTICE IS HEREBY given that the City of Bozeman (City) is seeking proposals from firms to replace legacy boilers and accessories with the new, specified system to include but is not limited to changing boiler types, upgrading pipework, replacing sections of exhaust system, flushing/cleaning system, completing safety checks, and commissioning the new system. Copies of the Request for Proposals are available on the City’s website. All proposals must be provided as a single, searchable PDF document file and be submitted digitally as an email attachment to the RFP Recipient email address below. Respondents are advised that Recipient’s email attachment size limit is 25MB and that only one PDF file will be allowed per response. The subject line of the transmittal email shall clearly identify the RFP title, company name and due date/time. File sizes greater than 25MB in size may be uploaded to bzncloud.bozeman.net upon special arrangement of the Recipient; however, it is the respondent’s sole responsibility to ensure the file upload is completed, and that the Recipient is separately notified via email of same, prior to the given deadline. Deliver RFPs via email to the City Clerk by [Thursday, October 23rd] at [5:00pm] MST. It is the sole responsibility of the proposing party to ensure that proposals are received prior to the closing time as late submittals will not be accepted and will be returned unopened. The email address for submission is: procurement@bozeman.net NON-DISCRIMINATION AND EQUAL PAY The City of Bozeman is an Equal Opportunity Employer. Discrimination in the performance of any agreement awarded under this RFP on the basis of race, color, religion, creed, sex, age, marital status, national origin, or actual or perceived sexual orientation, gender identity or disability is prohibited. This prohibition shall apply to the hiring and treatment of the awarded entity’s employees and to all subcontracts. As such, each entity submitting under this notice shall include a provision wherein the submitting entity, or entities, affirms in writing it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and which also recognizes the eventual contract will contain a provision prohibiting discrimination as described above and that this prohibition on discrimination shall apply to the hiring and treatment of the submitting entity’s employees and to all subcontracts. In addition, pursuant to City Commission Resolution 5169, the entity awarded a contract under this RFP and any subcontractors must abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and affirm it will abide by the above and that it has visited the State of Montana Equal Pay for Equal Work “best practices” website, or equivalent “best practices publication and has read the material. Any administrative questions regarding proposal procedures should be directed to: Mike Maas, City Clerk (406) 582-2321, procurement@bozeman.net. Questions relating to the RFP should be directed to: Shane Miller, Facilities Project Coordinator, (406) 577-7425, smiller@bozeman.net. DATED at Bozeman, Montana, this [Wednesday, October 1st] . Mike Maas City Clerk City of Bozeman For publication on: Saturday, [October 4th] Saturday, [October 11th] I. INTRODUCTION The City of Bozeman (Owner), is seeking proposals from firms to undertake contracting services at the Bozeman Public Library related to the replacement of legacy boilers. The Owner intends to enter into a contract with the selected firm that will include the replacement of legacy boilers and accessories with the new, specified system to include but is not limited to changing boiler types, upgrading pipework, replacing sections of exhaust system, flushing/cleaning system, completing safety checks, and commissioning the new system. This RFP shall not commit the Owner to enter into an agreement, to pay any expenses incurred in preparation of any response to this request, or to procure or contract for any supplies, goods or services. The Owner reserves the right to accept or reject all responses received as a result of this RFP if it is in the Owner’s best interest to do so. This procurement is governed by the laws of the State of Montana and venue for all legal proceedings shall be in the 18 th Judicial District Court, Gallatin County. By offering to perform services under this RFP, all Submitters agree to be bound by the laws of the State of Montana and of the Owner, including, but not limited to, applicable wage rates, payments, gross receipts taxes, building codes, equal opportunity employment practices, safety, non-discrimination, etc. II. PROJECT BACKGROUND AND DESCRIPTION In 2001, taxpayers approved a $4 million bond referendum for a library new facility; the money was used to purchase the 14.3-acre former Milwaukee Railroad property on East Main Street. After five years of fundraising and planning, a new 53,000 square foot Library opened at 626 East Main Street in November 2006. The new Library achieved a Leadership in Energy and Environmental Design (LEED) silver level certification, the first public building in the state to be certified LEED. The Library HVAC system is the one area of the Library that was left untouched during the recent 2022/23 renovation. The boiler system has now outlived it’s rececommended lifespan and it’s time to refresh and update the entire system due to heavy use for the last 18 years. Also, replacement parts for the original system are no longer manufactured making repairs near impossible. Furthmore, the conversion from the current constant flow system to a new variable flow system, which would be required by current energy code, will significantly increase the plants daily operating efficiency. III. SCOPE OF SERVICES Scope of services will include but is not limited to replacement of legacy boilers and accessories with the new, specified system to include but is not limited to changing boiler types, upgrading pipework, replacing sections of exhaust system, flushing/cleaning system, completing safety checks, and commissioning the new system. IV. PROPOSAL REQUIREMENTS Firms interested in providing the services described above are requested to submit the following information. Responses to each item should appear in the same order as in this RFP and should identifythe item to which the responses applies.  Executive Summary  Qualifications of the Firm for Scope of Services; Cost  Schedule  Related Experience with Similar Projects a) Affirmation of Nondiscrimination (see Appendix A) Non-completion of the Affirmation of Nondiscrimination is cause for disqualification of firms. V. TIMELINES, DELIVERY DEADLINE, AND INSTRUCTIONS EVENT DATE/TIME Publication dates of RFP Saturday, [October 4th] Saturday, [October 11th] Deadline for receipt of proposals [Thursday, October 23rd] Evaluation of proposals TBD Interviews (if necessary) and Selection of consultants TBD With the exception of the advertising dates and advertised due date, the City reserves the right to modify the above timeline. Deliver RFPs via email to the City Clerk (procurement@bozeman.net ) by [Thursday, October 23rd] at [5:00pm] MST. It is the sole responsibility of the proposing party to ensure that proposals are received prior to the closing time as late submittals will not be accepted and will be returned unopened. All proposals must be provided as a single, searchable PDF document file and be submitted digitally as an email attachment to the RFP Recipient email address agenda@bozeman.net. Respondents are advised that Recipient’s email attachment size limit is 25MB and that only one PDF file will be allowed per response. The subject line of the transmittal email shall clearly identify the RFP title, company name and due date/time. File sizes greater than 25MB in size may be uploaded to bzncloud.bozeman.net upon special arrangement of the Recipient; however, it is the respondent’s sole responsibility to ensure the file upload is completed, and that the Recipient is separately notified via email of same, prior to the given deadline. VI. AMENDMENTS TO SOLICITATION Any interpretation or correction of this request will be published on the City’s webpage. The deadline for questions related to this document is [5:00pm] MST on [Thursday, October 16th]. VII. CONTACT INFORMATION Any administrative questions regarding proposal procedures should be directed to: Mike Maas, City Clerk, (406) 582-2321, procurement@bozeman.net Questions relating to scope of services should be directed to: TD&H Scott Mahurin, Project Manager, scott.mahurin@tdhengineering.com, (406) 209-2934 -and- City of Bozeman Shane Miller, Facilities Project Coordinator, smiller@bozeman.net, (406) 577- 7425 VIII. SELECTION PROCEDURE A review committee will evaluate all responses to the RFP that meet the submittal requirements and deadline. Submittals that do not meet the requirement or deadline will not be considered. The review committee will rank the proposals and may arrange interviews with the finalist(s) prior to selection. Selection may be made directly based on the written RFP submission. If interviews occur, the selection of finalists to be interviewed will be made by a selection committee representing the City of Bozeman. The selection of interview candidates will be based on an evaluation of the written responses to the RFPs. All submitted proposals must be complete and contain the information required as stated in the "Request for Proposals.” IX. SELECTION CRITERIA Proposals will be evaluated based on the following criteria:  [5 points] Executive Summary  [45 points] Qualifications of the Firm for Scope of Services; Cost  [30 points] Schedule  [5 points] Related Experience with Similar Projects X. FORM OF AGREEMENT The Contractor will be required to enter into a contract with the City in substantially the same form as the professional services agreement attached as Attachment B. XI. CITY RESERVATION OF RIGHTS / LIABILITY WAIVER All proposals submitted in response to this RFP become the property of the City and public records and, as such, may be subject to public review. A SUBMISSION IN RESPONSE TO THIS REQUEST FOR QUALIFICATIONS CONFERS NO RIGHTS UPON ANY RESPONDENTS AND SHALL NOT OBLIGATE THE CITY IN ANY MANNER WHATSOEVER. THE CITY RESERVES THE RIGHT TO MAKE NO AWARD AND TO SOLICIT ADDITIONAL REQUEST FOR QUALIFICATIONS AT A LATER DATE. A. This RFP may be canceled or any or all responses may be rejected in whole or in part, as specified herein, when it is in the best interests of the City. If the City cancels or revises this RFP, all Respondents who submitted will be notified using email. B. The City reserves the right to accept or reject any and all proposals; to add or delete items and/or quantities; to amend the RFP; to waive any minor irregularities, informalities, or failure to conform to the RFP; to extend the deadline for submitting proposals; to postpone award for up to 60 days; to award one or more contracts, by item or task, or groups of items or tasks, if so provided in the RFP and if multiple awards or phases are determined by the City to be in the public interest. C. The City of Bozeman reserves the right to reject the proposal of any person/firm who previously failed to perform properly to the satisfaction of the City of Bozeman, or complete on time agreements of similar nature, or to reject the proposal of any person/firm who is not in a position to perform such an agreement satisfactorily as determined by the City of Bozeman. D. The City of Bozeman reserves the right to determine the best qualified Contractor and negotiate a final scope of service and cost, negotiate a contract with another Contractor if an agreement cannot be reached with the first selected Contractor, or reject all proposals. E. The professional services contract between the City of Bozeman and the successful Contractor will incorporate the Contractor's scope of service and work schedule as part of the agreement (see Appendix B for form of professional services agreement. The professional services agreement presented to the Contractor may differ from this form as appropriate for the scope of services). F. This RFP does not commit the City to award a contract. The City assumes no liability or responsibility for costs incurred by firms in responding to this request for proposals or request for interviews, additional data, or other information with respect to the selection process, prior to the issuance of an agreement, contract or purchase order. The Contractor, by submitting a response to this RFP, waives all right to protest or seek any legal remedies whatsoever regarding any aspect of this RFP. G. The City reserves the right to cancel, in part or in its entirety, this RFP including, but not limited to: selection procedures, submittal date, and submittal requirements. If the City cancels or revises this RFP, all Contractors who submitted proposals will be notified using email. H. Projects under any contract are subject to the availability of funds. XII. NONDISCRIMINATION AND EQUAL PAY POLICY The City of Bozeman requires each entity submitting under this notice shall affirm, on a separate form provided, that it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, sexual preference, gender identity, or disability in fulfillment of a contract entered into for the services identified herein and that this prohibition on discrimination shall apply to the hiring and treatment of the submitting entity’s employees and to all subcontracts it enters into in the fulfillment of the services identified herein. Failure to comply with this requirement shall be cause for the submittal to be deemed nonresponsive. The City also requires each entity submitting under this notice shall affirm it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work “best practices” website, https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication and has read the material. XIII. MISCELLANEOUS A. No Oral Agreements. No conversations or oral agreements with any officer, employee, or agent of the City shall affect or modify any term of this solicitation. Oral communications or any written/email communication between any person and City officer, employee or agent shall not be considered binding. B. No Partnership/Business Organization. Nothing in this solicitation or in any subsequent agreement, or any other contract entered into as a result of this solicitation, shall constitute, create, give rise to or otherwise be recognized as a partnership or formal business organization of any kind between or among the respondent and the City. C. Employment Restriction and Indemnity. No person who is an owner, officer, employee, contractor, or consultant of a respondent shall be an officer or employee of the City. No rights of the City’s retirement or personnel rules accrue to a respondent, its officers, employees, contractors, or consultants. Respondents shall have the responsibility of all salaries, wages, bonuses, retirement, withholdings, worker’s compensation and occupational disease compensation, insurance, unemployment compensation other benefits and taxes and premiums appurtenant thereto concerning its officers, employees, contractors, and consultants. Each Respondent shall save and hold the City harmless with respect to any and all claims for payment, compensation, salary, wages, bonuses, retirement, withholdings, worker’s compensation and occupational disease compensation, insurance, unemployment compensation other benefits and taxes and premiums in any way related to each respondent’s officers, employees, contractors and consultants. D. Accessibility. Upon reasonable notice, the City will provide assistance for those persons with sensory impairments. For further information please contact the ADA Coordinator Mike Gray at 406-582-3232 or the City’s TTY line at 406-582-2301. E. Procurement. When discrepancies occur between words and figures in this solicitation, the words shall govern. No responsibility shall attach to a City employee for the premature opening of an RFP not properly addressed and identified in accordance with these documents. F. Governing Law. This solicitation and any disputes arising hereunder or under any future agreement shall be governed and construed and enforced in accordance with the laws of the State of Montana, without reference to principles of choice or conflicts of laws. XIV. ATTACHMENTS The following exhibits are incorporated in this RFP: Appendix A: Non-Discrimination Affirmation Appendix B: Form of Professional Services Agreement Appendix C: Construction Drawings dated 2025.09.04 Appendix D: Technical Specifications dated 2025.09.08 END OF RFP Attachment A NONDISCRIMINATION AND EQUAL PAY AFFIRMATION ____________________________________(name of entity submitting) hereby affirms it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and acknowledges and understands the eventual contract will contain a provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring and treatments or proposer’s employees and to all subcontracts. In addition, ____________________________________(name of entity submitting) hereby affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work “best practices” website, https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication and has read the material. ______________________________________ Name and title of person authorized to sign on behalf of submitter Version 5 18 23 Professional Services Agreement for [insert project] Page 1 of 12 PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this _____ day of ____________, 202__ (“Effective Date”), by and between the CITY OF BOZEMAN, MONTANA, a self-governing municipal corporation organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter referred to as “City,” and, ____________, _______________, hereinafter referred to as “Contractor.” The City and Contractor may be referred to individually as “Party” and collectively as “Parties.” In consideration of the mutual covenants and agreements herein contained, the receipt and sufficiency whereof being hereby acknowledged, the parties hereto agree as follows: 1. Purpose: City agrees to enter this Agreement with Contractor to perform for City services described in the Scope of Services attached hereto as Exhibit A and by this reference made a part hereof. 2. Term/Effective Date: This Agreement is effective upon the Effective Date and will expire on the _____ day of ______________, 202_, unless earlier terminated in accordance with this Agreement. 3. Scope of Services: Contractor will perform the work and provide the services in accordance with the requirements of the Scope of Services. For conflicts between this Agreement and the Scope of Services, unless specifically provided otherwise, the Agreement governs. Contractor agrees to be bound by its responses to the City’s Cloud Questions, attached to this Agreement as Exhibit B and made part of this Agreement. Such responses constitute material consideration for the City to enter into this Agreement and the responses are material representations regarding the Contractor’s performance. 4. Payment: City agrees to pay Contractor the amount specified in the Scope of Services. Any alteration or deviation from the described services that involves additional costs above the Agreement amount will be performed by Contractor after written request by the City, and will Version 5 18 23 Professional Services Agreement for [insert project] Page 2 of 12 become an additional charge over and above the amount listed in the Scope of Services. The City must agree in writing upon any additional charges. 5. Contractor’s Representations: To induce City to enter into this Agreement, Contractor makes the following representations: a. Contractor has familiarized itself with the nature and extent of this Agreement, the Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules, and regulations that in any manner may affect cost, progress or performance of the Scope of Services. b. Contractor represents and warrants to City that it has the experience and ability to perform the services required by this Agreement; that it will perform the services in a professional, competent and timely manner and with diligence and skill; that it has the power to enter into and perform this Agreement and grant the rights granted in it; and that its performance of this Agreement shall not infringe upon or violate the rights of any third party, whether rights of copyright, trademark, privacy, publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal, state and municipal laws. The City will not determine or exercise control as to general procedures or formats necessary to have these services meet this warranty. 6. Independent Contractor Status/Labor Relations: The parties agree that Contractor is an independent contractor for purposes of this Agreement and is not to be considered an employee of the City for any purpose. Contractor is not subject to the terms and provisions of the City’s personnel policies handbook and may not be considered a City employee for workers’ compensation or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in any dealings between Contractor and any third parties. Contractor shall comply with the applicable requirements of the Workers’ Compensation Act, Title 39, Chapter 71, Montana Code Annotated (MCA), and the Occupational Disease Act of Montana, Title 39, Chapter 71, MCA. Contractor shall maintain workers’ compensation coverage for all members and employees of Contractor’s business, except for those members who are exempted by law. Contractor shall furnish the City with copies showing one of the following: (1) a binder for workers’ compensation coverage by an insurer licensed and authorized to provide workers’ compensation insurance in the State of Montana; or (2) proof of exemption from workers’ compensation granted by law for independent contractors. Contractor shall post a legible statement of all wages and fringe benefits to be paid to the Contractor’s employees and the frequency of such payments (i.e., hourly wage employees shall be Version 5 18 23 Professional Services Agreement for [insert project] Page 3 of 12 paid weekly). Such posting shall be made in a prominent and accessible location at the Contractor’s normal place of business and shall be made no later than the first day of services provided under this Agreement. Such posting shall be removed only upon expiration or termination of this Agreement. In performing the services under this Agreement, Contractor shall give preference to the employment of bona fide residents of Montana, as required by §18-2-403, MCA, as such term is defined by §18-2-401(1), MCA. When making assignments of work, Contractor shall use workers both skilled in their trade and specialized in their field of work for all work to which they are assigned. Pursuant to §§18-2-403 and 18-2-422, MCA, Contractor shall pay wages, fringe benefits, and expenses, including travel allowances as set forth in the current Montana Prevailing Wage Rate for Non Construction Services in effect and applicable to Gallatin County, Montana, which schedule is incorporated herein. Contractor shall pay all hourly wage employees on a weekly basis. Violation of the requirements set forth in the above State of Montana schedule of prevailing wage rates may subject the Contractor to the penalties set forth in §18-2-407, MCA. Contractor shall maintain payroll records during the term of this Agreement and for a period of three (3) years following termination of this Agreement. The Contractor shall ensure that any person, firm or entity performing any portion of the services under this Agreement for which the contractor, subcontractor or employer is responsible, is paid the applicable standard prevailing rate of wages. In the event that, during the term of this Agreement, any labor problems or disputes of any type arise or materialize which in turn cause any services to cease for any period of time, Contractor specifically agrees to take immediate steps, at its own expense and without expectation of reimbursement from City, to alleviate or resolve all such labor problems or disputes. The specific steps Contractor shall take shall be left to the discretion of Contractor; provided, however, that Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief to the City so as to permit the services to continue at no additional cost to City. Contractor shall indemnify, defend, and hold the City harmless from any and all claims, demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in connection with any labor problems or disputes or any delays or stoppages of work associated with such problems or disputes and for any claims regarding underpaid prevailing wages. 7. Indemnity/Waiver of Claims/Insurance: For other than professional services rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and Version 5 18 23 Professional Services Agreement for [insert project] Page 4 of 12 hold harmless the City, its agents, representatives, employees, and officers (collectively referred to for purposes of this Section as the City) from and against any and all claims, demands, actions, fees and costs (including attorney’s fees and the costs and fees of expert witness and consultants), losses, expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or damages of whatever kind or nature connected therewith and without limit and without regard to the cause or causes thereof or the negligence of any party or parties that may be asserted against, recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or (ii) any negligent, reckless, or intentional misconduct of any of the Contractor’s agents. For the professional services rendered, to the fullest extent permitted by law, Contractor agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and expenses, including reasonable defense attorney fees, to the extent caused by the negligence or intentional misconduct of the Contractor or Contractor’s agents or employees. Such obligations shall not be construed to negate, abridge, or reduce other rights or obligations of indemnity that would otherwise exist. The indemnification obligations of this Section must not be construed to negate, abridge, or reduce any common-law or statutory rights of the City as indemnitee(s) which would otherwise exist as to such indemnitee(s). Contractor’s indemnity under this Section shall be without regard to and without any right to contribution from any insurance maintained by City. Should the City be required to bring an action against the Contractor to assert its right to defense or indemnification under this Agreement or under the Contractor’s applicable insurance policies required below, the City shall be entitled to recover reasonable costs and attorney fees incurred in asserting its right to indemnification or defense but only if a court of competent jurisdiction determines the Contractor was obligated to defend the claim(s) or was obligated to indemnify the City for a claim(s) or any portion(s) thereof. In the event of an action filed against the City resulting from the City’s performance under this Agreement, the City may elect to represent itself and incur all costs and expenses of suit. Contractor also waives any and all claims and recourse against the City, including the right of contribution for loss or damage to person or property arising from, growing out of, or in any way connected with or incident to the performance of this Agreement except “responsibility for [City’s] own fraud, for willful injury to the person or property of another, or for violation of law, whether Version 5 18 23 Professional Services Agreement for [insert project] Page 5 of 12 willful or negligent” as per 28-2-702, MCA. These obligations shall survive termination of this Agreement and the services performed hereunder. In addition to and independent from the above, Contractor shall at Contractor’s expense secure insurance coverage through an insurance company or companies duly licensed and authorized to conduct insurance business in Montana which insures the liabilities and obligations specifically assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion for liabilities specifically assumed by the Contractor in this Section. The insurance shall cover and apply to all claims, demands, suits, damages, losses, and expenses that may be asserted or claimed against, recovered from, or suffered by the City without limit and without regard to the cause therefore and which is acceptable to the City. Contractor shall furnish to the City an accompanying certificate of insurance and accompanying endorsements in amounts not less than as follows:  Workers’ Compensation – statutory;  Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;  Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;  Automobile Liability - $1,000,000 property damage/bodily injury per accident; and  Professional Liability - $1,000,000 per claim; $2,000,000 annual aggregate. The above amounts shall be exclusive of defense costs. The City shall be endorsed as an additional or named insured on a primary non-contributory basis on the Commercial General, Employer’s Liability, and Automobile Liability policies. The insurance and required endorsements must be in a form suitable to City and shall include no less than a thirty (30) day notice of cancellation or non-renewal. Contractor shall notify City within two (2) business days of Contractor’s receipt of notice that any required insurance coverage will be terminated or Contractor’s decision to terminate any required insurance coverage for any reason. The City must approve all insurance coverage and endorsements prior to the Contractor commencing work. 8. Termination for Contractor’s Fault: Version 5 18 23 Professional Services Agreement for [insert project] Page 6 of 12 a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails to perform any of its obligations under this Agreement, or otherwise breaches any terms or conditions of this Agreement, the City may, by written notice, terminate this Agreement and the Contractor’s right to proceed with all or any part of the work (“Termination Notice Due to Contractor’s Fault”). The City may then take over the work and complete it, either with its own resources or by re-letting the contract to any other third party. b. In the event of a termination pursuant to this Section 8, Contractor shall be entitled to payment only for those services Contractor actually rendered. c. Any termination provided for by this Section 8 shall be in addition to any other remedies to which the City may be entitled under the law or at equity. d. In the event of termination under this Section 8, Contractor shall, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 9. Termination for City’s Convenience: a. Should conditions arise which, in the sole opinion and discretion of the City, make it advisable to the City to cease performance under this Agreement, the City may terminate this Agreement by written notice to Contractor (“Notice of Termination for City’s Convenience”). The termination shall be effective in the manner specified in the Notice of Termination for City’s Convenience and shall be without prejudice to any claims that the City may otherwise have against Contractor. b. Upon receipt of the Notice of Termination for City’s Convenience, unless otherwise directed in the Notice, the Contractor shall immediately cease performance under this Agreement and make every reasonable effort to refrain from continuing work, incurring additional expenses or costs under this Agreement and shall immediately cancel all existing orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as may be necessary to preserve, protect, and maintain work already completed or immediately in progress. c. In the event of a termination pursuant to this Section 9, Contractor is entitled to payment only for those services Contractor actually rendered on or before the receipt of the Version 5 18 23 Professional Services Agreement for [insert project] Page 7 of 12 Notice of Termination for City’s Convenience. d. The compensation described in Section 9(c) is the sole compensation due to Contractor for its performance of this Agreement. Contractor shall, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 10. Limitation on Contractor’s Damages; Time for Asserting Claim : a. In the event of a claim for damages by Contractor under this Agreement, Contractor’s damages shall be limited to contract damages and Contractor hereby expressly waives any right to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature or kind. b. In the event Contractor wants to assert a claim for damages of any kind or nature, Contractor shall provide City with written notice of its claim, the facts and circumstances surrounding and giving rise to the claim, and the total amount of damages sought by the claim, within thirty (30) days of the facts and circumstances giving rise to the claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights to assert such claim. 11. Representatives and Notices: a. City’s Representative: The City’s Representative for the purpose of this Agreement shall be _________________ or such other individual as City shall designate in writing. Whenever approval or authorization from or communication or submission to City is required by this Agreement, such communication or submission shall be directed to the City’s Representative and approvals or authorizations shall be issued only by such Representative; provided, however, that in exigent circumstances when City’s Representative is not available, Contractor may direct its communication or submission to other designated City personnel or agents as designated by the City in writing and may receive approvals or authorization from such persons. b. Contractor’s Representative: The Contractor’s Representative for the purpose of this Agreement shall be _____________________ or such other individual as Version 5 18 23 Professional Services Agreement for [insert project] Page 8 of 12 Contractor shall designate in writing. Whenever direction to or communication with Contractor is required by this Agreement, such direction or communication shall be directed to Contractor’s Representative; provided, however, that in exigent circumstances when Contractor’s Representative is not available, City may direct its direction or communication to other designated Contractor personnel or agents. c. Notices: All notices required by this Agreement shall be in writing and shall be provided to the Representatives named in this Section. Notices shall be deemed given when delivered, if delivered by courier to Party’s address shown above during normal business hours of the recipient; or when sent, if sent by email or fax (with a successful transmission report) to the email address or fax number provided by the Party’s Representative; or on the fifth business day following mailing, if mailed by ordinary mail to the address shown above, postage prepaid. 12. Permits: Contractor shall provide all notices, comply with all applicable laws, ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman business license, and inspections from applicable governmental authorities, and pay all fees and charges in connection therewith. 13. Laws and Regulations: Contractor shall comply fully with all applicable state and federal laws, regulations, and municipal ordinances including, but not limited to, all workers’ compensation laws, all environmental laws including, but not limited to, the generation and disposal of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination, affirmative action, and utilization of minority and small business statutes and regulations. 14. Web Accessibility and the ADA: Title II of the ADA prohibits discrimination against people with disabilities in all services, programs, and activities offered or made available by the City. This includes ensuring that the City’s communications with people with disabilities are as effective as its communications with others. If Contractor’s Scope of Services includes the production of digital content, documents, or web applications intended to be branded for use by the City, Contractor must use the City style guide when creating a design. As per recommendations found in Section 508 of the Rehabilitation Act, all digital content, documents, or web applications must also adhere to level A and AA Success Criteria and Conformance Requirements as defined by the current Web Content Accessibility Guidelines (WCAG). Version 5 18 23 Professional Services Agreement for [insert project] Page 9 of 12 The City will not accept digital content that does not comply with WCAG A and AA guidelines. If the City refuses digital content because it is non-compliant with the City style guide, Section 508 of the Rehabilitation Act, and/or WCAG, Contractor will be required to make the digital content compliant and redelivered at no additional cost to the City. 15. Nondiscrimination and Equal Pay: The Contractor agrees that all hiring by Contractor of persons performing this Agreement shall be on the basis of merit and qualifications. The Contractor will have a policy to provide equal employment opportunity in accordance with all applicable state and federal anti-discrimination laws, regulations, and contracts. The Contractor will not refuse employment to a person, bar a person from employment, or discriminate against a person in compensation or in a term, condition, or privilege of employment because of race, color, religion, creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation, gender identity, physical or mental disability, except when the reasonable demands of the position require an age, physical or mental disability, marital status or sex distinction. The Contractor shall be subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all regulations promulgated thereunder. Contractor represents it is, and for the term of this Agreement will be, in compliance with the requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act). Contractor must report to the City any violations of the Montana Equal Pay Act that Contractor has been found guilty of within 60 days of such finding for violations occurring during the term of this Agreement. Contractor shall require these nondiscrimination terms of its subcontractors providing services under this Agreement. 16. Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training : Contractor shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs, by any employee or agent engaged in services to the City under this Agreement while on City property or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of and shall comply with its responsibilities and obligations under the U.S. Department of Transportation (DOT) regulations governing anti-drug and alcohol misuse prevention plans and related testing. City shall have the right to request proof of such compliance and Contractor shall be obligated to furnish such proof. Version 5 18 23 Professional Services Agreement for [insert project] Page 10 of 12 The Contractor shall be responsible for instructing and training the Contractor's employees and agents in proper and specified work methods and procedures. The Contractor shall provide continuous inspection and supervision of the work performed. The Contractor is responsible for instructing its employees and agents in safe work practices. 17. Modification and Assignability: This Agreement may not be enlarged, modified or altered except by written agreement signed by both parties hereto. The Contractor may not subcontract or assign Contractor’s rights, including the right to compensation or duties arising hereunder, without the prior written consent of the City. Any subcontractor or assignee will be bound by all of the terms and conditions of this Agreement. 18. Reports/Accountability/Public Information: Contractor agrees to develop and/or provide documentation as requested by the City demonstrating Contractor’s compliance with the requirements of this Agreement. Contractor shall allow the City, its auditors, and other persons authorized by the City to inspect and copy its books and records for the purpose of verifying that the reimbursement of monies distributed to Contractor pursuant to this Agreement was used in compliance with this Agreement and all applicable provisions of federal, state, and local law. The Contractor shall not issue any statements, releases or information for public dissemination without prior approval of the City. 19. Non-Waiver: A waiver by either party of any default or breach by the other party of any terms or conditions of this Agreement does not limit the other party’s right to enforce such term or conditions or to pursue any available legal or equitable rights in the event of any subsequent default or breach. 20. Attorney’s Fees and Costs: In the event it becomes necessary for either Party to retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice required herein, then the prevailing Party or the Party giving notice shall be entitled to reasonable attorney's fees and costs, including fees, salary, and costs of in-house counsel including the City Attorney’s Office staff. 21. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all appropriate employee withholdings. 22. Dispute Resolution: a. Any claim, controversy, or dispute between the parties, their agents, Version 5 18 23 Professional Services Agreement for [insert project] Page 11 of 12 employees, or representatives shall be resolved first by negotiation between senior-level personnel from each party duly authorized to execute settlement agreements. Upon mutual agreement of the parties, the parties may invite an independent, disinterested mediator to assist in the negotiated settlement discussions. b. If the parties are unable to resolve the dispute within thirty (30) days from the date the dispute was first raised, then such dispute may only be resolved in a court of competent jurisdiction in compliance with the Applicable Law provisions of this Agreement. 23. Survival: Contractor’s indemnification shall survive the termination or expiration of this Agreement for the maximum period allowed under applicable law. 24. Headings: The headings used in this Agreement are for convenience only and are not be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to which they refer. 25. Severability: If any portion of this Agreement is held to be void or unenforceable, the balance thereof shall continue in effect. 26. Applicable Law: The parties agree that this Agreement is governed in all respects by the laws of the State of Montana. 27. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs, legal representatives, successors, and assigns of the parties. 28. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or enforced by a third party. 29. Counterparts: This Agreement may be executed in counterparts, which together constitute one instrument. 30. Integration: This Agreement and all Exhibits attached hereto constitute the entire agreement of the parties. Covenants or representations not contained herein or made a part thereof by reference, are not binding upon the parties. There are no understandings between the parties other than as set forth in this Agreement. All communications, either verbal or written, made prior to the date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this Version 5 18 23 Professional Services Agreement for [insert project] Page 12 of 12 Agreement by reference. 31. Consent to Electronic Signatures: The Parties have consented to execute this Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act, Title 30, Chapter 18, Part 1, MCA. 32. Extensions: this Agreement may, upon mutual agreement, be extended for a period of one year by written agreement of the Parties. In no case, however, may this Agreement run longer than __________________________. **** END OF AGREEMENT EXCEPT FOR SIGNATURES **** IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year first above written or as recorded in an electronic signature. CITY OF BOZEMAN, MONTANA ____________________________________ CONTRACTOR (Type Name Above) By________________________________ By__________________________________ Chuck Winn, City Manager Print Name: ___________________________ Print Title: ____________________________ APPROVED AS TO FORM: By_______________________________ Greg Sullivan, Bozeman City Attorney Sheet IndexC1COVER SHEETM0.1MECHANICAL LEGEND, ABBREVIATIONS & SCHEDULESM1.0OVERALL BASEMENT MECHANICAL DEMOLITION PLANM2.0ENLARGED MECHANICAL PLANSE1.0ELECTRICAL PLANSNORTHMONTANABozemanVICINITY MAP - PROJECT LOCATIONPROJECT ADDRESSBoiler Replacement9/04/2025Bozeman Public LibraryG25-010626 East Main StreetBozeman, MTPARTIAL CITY MAPProject No. |Issue Date |Sheet No.C1G25-01009.04.25Bozeman Public LibraryBOILER REPLACEMENTREVISIONSCOVER SHEET626 East Main StreetBozeman, MTPERMIT SETM3.0MECHANICAL DETAILS & DIAGRAMSM4.0TEMPERATURE CONTROLS MECHANICAL PROJECT NOTESA.ALL CONSTRUCTION ACTIVITIES SHALL COMPLY WITH ALL APPLICABLE FEDERAL, STATE AND LOCAL CODES, ORDINANCES, STANDARDS, REGULATIONS, AND CRITERIA.B.THE CONTRACTOR SHALL BE RESPONSIBLE FOR SECURING ALL REQUIRED PERMITS AND INSPECTIONS. MECHANICAL CONTRACTOR SHALL DETERMINE METHODS,PHASING, AND SEQUENCE OF MECHANICAL WORK TO SATISFY CONTRACT DOCUMENT REQUIREMENTS.C.THE CONTRACTOR IS RESPONSIBLE FOR THE MEANS AND METHODS OF CONSTRUCTION AND ALL JOB RELATED SAFETY STANDARDS SUCH AS OSHA. IT IS THECONTRACTOR'S RESPONSIBILITY TO BE FAMILIAR WITH THE WORK REQUIRED IN THE CONSTRUCTION DOCUMENTS AND THE REQUIREMENTS FOR EXECUTING IT PROPERLY.D.CHANGES OR DEVIATIONS FROM THE DRAWINGS MADE WITHOUT WRITTEN CONSENT OF THE ENGINEER ARE NOT PERMITTED. COORDINATE ANY NECESSARYMODIFICATIONS WITH THE ENGINEER PRIOR TO COMMENCEMENT OF THE WORK IN QUESTION.E.ALL CONTRACTORS PERFORMING THE WORK ENCLOSED IN THIS PLAN SET SHALL BE SOLELY RESPONSIBLE FOR THE COORDINATION OF THIS WORK BETWEEN ALL OTHERDISCIPLINES.F.IN CASE OF DISCREPANCIES BETWEEN THE GENERAL NOTES, CONTRACT DOCUMENTS, SPECIFICATIONS AND REFERENCE STANDARDS, THE ENGINEER SHALL DETERMINEWHICH SHALL GOVERN.G.PROVIDE AND INSTALL SEISMIC RESTRAINTS AS REQUIRED BY APPLICABLE CODE FOR ALL EQUIPMENT.H.UNLESS SPECIFICALLY INDICATED BY NOTATION "NO SUBSTITUTES" THE EQUIPMENT FOR THIS PROJECT AS SCHEDULED ON THE DRAWINGS CONSTITUTES THE BASIS FORDESIGN AND IS ELIGIBLE FOR SUBSTITUTION IN ACCORDANCE WITH THE PROVISIONS OF PROJECT SPECIFICATIONS AND GENERAL CONDITIONS OF THE CONTRACT.I.SUBMITTALS: SUBMIT COMPLETE MANUFACTURER'S DATA FOR ALL EQUIPMENT SCHEDULED, SPECIFICALLY INDICATING ALL PROPOSED EQUIPMENT AND OPTIONS.COMPLY WITH ALL GENERAL SUBMITTAL REQUIREMENTS AS FOUND IN THE PROJECT SPECIFICATIONS.J.TEMPERATURE CONTROLS: THE MECHANICAL CONTRACTOR (MC) SHALL BE SOLELY RESPONSIBLE FOR THE SUCCESSFUL OPERATION OF THE MECHANICAL INSTALLATIONAND SYSTEMS, INCLUDING TEMPERATURE CONTROLS. ALL ELECTRICAL WORK SUPPORTING THE INSTALLATION AND OPERATION OF THE TEMPERATURE CONTROLSSYSTEM SHALL BE PROVIDED AS A PART OF THE MECHANICAL SYSTEMS SCOPE. CONTROL SEQUENCES OF OPERATION AND THEIR ASSOCIATED COMPONENTS AREINCLUDED WITHIN THIS PLAN SET. REFER TO SPECIFICATIONS FOR DETAILED CONTROL SYSTEM AND COMPONENTS INFORMATION. THIS PROJECT SHALL PROVIDE ALLCOMPONENTS, LABOR, SYSTEM TESTING, AND PERFORMANCE VERIFICATION TO ACHIEVE A COMPLETE AND FUNCTIONAL TEMPERATURE CONTROLS SYSTEM AS SPECIFIED.K.INSTALLATION:K.A.PRE WORK: MECHANICAL CONTRACTOR SHALL REVIEW AND VERIFY ALL DIMENSIONS PRIOR TO WORK. REPORT ANY OBSERVED AMBIGUITY, OMISSION, OR ERROR, INWRITING, AT ONCE TO THE GENERAL CONTRACTOR.K.B.SEQUENCING: MECHANICAL CONTRACTOR SHALL DETERMINE METHODS, PHASING, AND SEQUENCE OF MECHANICAL WORK TO SATISFY CONTRACT DOCUMENTREQUIREMENTS.K.C.EQUIPMENT MAINTENANCE CLEARANCES: ALL MANUFACTURER'S REQUIRED CLEARANCES TO COMPLY WITH BOTH NEC AND IMC SHALL BE PROVIDED. MAINTENANCEACCESS FOR THE SERVICING OF MECHANICAL EQUIPMENT IS A CRITICAL PORTION OF THE INSTALLATION REQUIREMENTS FOR ALL EQUIPMENT INCLUDED WITH THISPROJECT, TO INCLUDE MAINTAINING CLEARANCES TO EXISTING EQUIPMENT. WHERE INDICATED, SERVICE CLEARANCES MAY OVERLAP.K.D.CLEANING: THE CONTRACTOR SHALL, AT ALL TIMES, KEEP THE PREMISES FREE FROM ACCUMULATION OF WASTE MATERIALS OR RUBBISH CAUSED BY THEIR WORK.SUBCONTRACTORS SHALL REMOVE ALL RUBBISH, TOOLS, SCAFFOLDING AND SURPLUS MATERIALS AND LEAVE THE JOB IN A BROOM CLEAN CONDITION. ALL FIXTURES,EQUIPMENT, GLAZING, FLOORS, ETC., SHALL BE LEFT CLEAN AND READY FOR OCCUPANCY UPON COMPLETION OF THE PROJECT.SUBMIT COMPLETE MANUFACTURER'S DATA FOR ALL MISCELLANEOUS EQUIPMENT SCHEDULED ON THIS SHEET AND COMPLY WITH ALL GENERAL SUBMITTALREQUIREMENTS AS FOUND IN SECTION 013000, AND 230000 OF THE SPECIFICATIONS.MISCELLANEOUS EQUIPMENT SCHEDULEBOILER B-1, B-2, AND B-3:HIGH EFFICIENCY, CONDENSING, MODULATING, NATURAL GAS-FIRED BOILER RATED FOR SEALED COMBUSTION / DIRECT VENT APPLICATION. BOILERS SHALL BE RATED NOTLESS THAN 97% AHRI THERMAL EFFICIENCY, AND SHALL HAVE A 7:1 TURNDOWN RATIO. HEAT EXCHANGER SHALL BE FULLY WELDED, ASME, STAINLESS STEEL, FIRE-TUBE TYPE.BOILER SHALL HAVE STAINLESS STEEL BURNER WITH DIRECT SPARK IGNITION & FLAME SENSOR, TEMPERATURE/PRESSURE SUPPLY WATER GAUGE, HI-LIMIT CONTROL WITHMANUAL RESET, ASME 75 PSI PRESSURE RELIEF VALVE, FLOW SWITCH, SUPPLY & RETURN WATER TEMPERATURE SENSORS, OUTSIDE AIR TEMPERATURE SENSOR, VENT TEMPSENSOR, HI & LO GAS PRESSURE SWITCHES, LOW WATER CUTOFF WITH MANUAL RESET, CONDENSATE TRAP, 120 VOLT MAIN CIRCULATOR PUMP RELAYS, TERMINALS FORTHREE SYSTEM THERMOSTATS, AND FACTORY ELECTRONIC CONTROLLER WITH BACNET CAPABILITY. FACTORY CONTROLS SHALL BE FULL COLOR TOUCHSCREEN AND SHALLPROVIDE MAIN SYSTEM PUMP CONTROL, OUTDOOR RESET CONTROL, TRENDING, INPUT TERMINALS FOR THREE ZONE THERMOSTATS AND PROGRAMMABLE OPTIMIZATION.UNIT SHALL FEATURE FULLY REMOVABLE PANEL(S) FOR SERVICE WORK, AND AN ON-OFF SERVICE SWITCH. PROVIDE LOCHINVAR "FTXL" MODEL FTX850N, RATED FOR 850 MBHINPUT. PROVIDE WITH HIGH ALTITUDE KIT IF/AS NECESSARY FOR 4,500 FT ELEVATION. UNIT SHALL BE FACTORY TESTED AND AHRI CERTIFIED. HEAT EXCHANGER ASSEMBLYSHALL CARRY A MINIMUM 10 YEAR WARRANTY. BOILER SHALL OPERATE ON 120-1-60 POWER. BOILER SHALL BE CSD-1 COMPLIANT, SHALL BE PROVIDED WITH M9 BURNER,SHALL BE LOW NOX CERTIFIED, AND SHALL BEAR THE ASME "H" STAMP. PROVIDE EACH BOILER WITH OPTIONAL FLOW SWITCH AND WITH A SPARE FLAME SENSOR AND IGNITER,TURN OVER SPARE PARTS TO OWNERS REPRESENTATIVE.BOILER CONDENSATE NEUTRALIZATION TANK NT-1:3.5 GALLON TANK SHALL BE DESIGNED TO CHANNEL FLOW THROUGH NEUTRALIZATION MEDIA. TANK AND LID SHALL BE CORROSION RESISTANT POLYPROPYLENE. PROVIDEWITH INTEGRAL 1" INLET/OUTLET FITTINGS AND ONE COMPLETE 'NM-15' RECHARGE KIT FOR FUTURE USE. NEUTRALIZATION TANK SHALL BE AXOIM MODEL "NT15, OR APPROVEDEQUAL.GLYCOL SOLUTION FOR HEATING WATER SYSTEM FILL:GLYCOL SOLUTION SHALL BE FACTORY PREMIXED 30% PROPYLENE GLYCOL, 70% DISTILLED WATER, DOW CHEMICAL "DOW FROST HD" (NO SUBSTITUTES). THE ESTIMATEDGLYCOL SOLUTION VOLUME FOR THIS PROJECT IS 365 GALLONS. PROVIDE A MINIMUM OF 30 GALLONS OF NEW GLYCOL SOLUTION TO OWNER FOR FUTURE USE.PROJECT SCOPE AND BIDDING NOTESA.BASE BID WORK FOR THIS PROJECT IS REPLACEMENT OF THE EXISTING BOILERS, TO INCLUDE ALL PIPING, ACCESSORIES, TEST AND BALANCE, AND TEMPERATURECONTROLS MODIFICATION FOR THE EXISTING BOILER PLANT. WORK INTENDED TO BE COMPLETED IN THE FALL/WINTER 25-26 HEATING SEASON IN A PHASED MANNER ASDESCRIBED IN THE PLANS.B.ALTERNATE BID ITEM #1 IS TO COMPLETE THE BASE BID WORK INTENDED TO BE COMPLETED IN SPRING 2026 AFTER THE WINTER 25-26 HEATING SEASON, WHICH ISEXPECTED TO BE A DEDUCTION FROM THE BASE BID COSTS DUE TO PROJECT SIMPLIFICATION.C.ALTERNATE BID ITEM #2 IS TO CONVERT THE CONSTANT SPEED PRIMARY PUMPING HEATING WATER PLANT ARRANGEMENT TO VARIABLE SPEED. THIS INCLUDESINSTALLATION OF MOTORIZED 2-WAY ON/OFF CONTROL VALVES, 5HP VFDs TO CONNECT TO THE (2) EXISTING PRIMARY HEATING WATER CIRCULATORS, A 2-WAYMODULATING CONTROL VALVE FOR EXISTING AHU-2, AND ADDITIONAL TEMPERATURE CONTROL SEQUENCE WORK TO IMPLEMENT VARIABLE PRIMARY FLOW FOR THEHEATING WATER PLANT, AS WELL AS MODIFICATIONS TO THE AIR HANDLING UNIT AHU-2 HEATING COIL TEMPERATURE CONTROLS SEQUENCE TO ACCOMMODATE CHANGEFROM A 3-WAY TO A 2-WAY CONTROL VALVE. SEE TEMPERATURE CONTROLS PLANS FOR FURTHER DESCRIPTION.FLOW BALANCE DEVICE SCHEDULEMANUFACTURERDEVICETYPEUNITSERVEDFLOW(GPM)NOTESRANGEBRANCHRETURNSIZEDEVICESUPPLYDEVICEMANUAL STEEL FLANGED VENTURI ELEMENT FLOW BALANCE DEVICE FEATURING INTEGRAL MANUAL THROTTLING BUTTERFLY VALVE, ADJUSTABLE MEMORY STOP WITH 2"EXTENDED NECK, REMOVABLE HANDLE, AND DUAL PRESSURE/TEMPERATURE PORTS. VENTURI BODY STEEL ASTM A120, BUTTERFLY VALVE BODY DUCTILE IRON, ANSICLASS 125/150, EPDM SEAT AND GASKET, STAINLESS STEEL STEAM, NYLON BEARINGS, AND STAINLESS STEEL DISC.BOILER LEAVING WATER (HWS)FLOW DESIGN-AF300L3"MANUAL90FLOW DESIGN-MANUAL1B-2B-1FLOW DESIGN-MANUALB-380-170 GPM80-170 GPM80-170 GPM90903"3"111AF300LAF300LBOILER LEAVING WATER (HWS)BOILER LEAVING WATER (HWS)Project No. |Issue Date |Sheet No.G25-01009.04.25Bozeman Public Library BOILER REPLACEMENT REVISIONS626 East Main Street Bozeman, MT PERMIT SETM0.1MECHANICAL LEGEND,ABBREVIATIONS &SCHEDULES Project No. |Issue Date |Sheet No.G25-01009.04.25Bozeman Public Library BOILER REPLACEMENT REVISIONS626 East Main Street Bozeman, MT PERMIT SETM1.0OVERALL BASEMENTMECHANICALDEMOLITION PLAN Project No. |Issue Date |Sheet No.G25-01009.04.25Bozeman Public Library BOILER REPLACEMENT REVISIONS626 East Main Street Bozeman, MT PERMIT SETM2.0ENLARGEDMECHANICAL PLANS CV ≥ 64.5Project No. |Issue Date |Sheet No.G25-01009.04.25Bozeman Public Library BOILER REPLACEMENT REVISIONS626 East Main Street Bozeman, MT PERMIT SETM3.0MECHANICALDETAILS TEMPERATURE CONTROLS PROJECT NOTES:A.REFER TO PLAN SHEET M0.1, SPECIFICATIONS, DETAILS, AND THIS SHEET FOR DETAILED EXPLANATION OFALTERNATE BID ITEM #2 WORK TO CONVERT THE EXISTING CONSTANT SPEED PRIMARY FLOW HEATING WATERPLANT TO VARIABLE PRIMARY FLOW.B.THE EXISTING TEMPERATURE CONTROLS FOR THE BUILDING ARE JOHNSON CONTROLS, AND THERE IS ANEXISTING FRONT END WITH OPERATOR WORKSTATION. ANY ALTERNATE TEMPERATURE CONTROLS VENDORSWILL BE EVALUATED BASED ON A CASE BY CASE BASIS USING A PRIOR APPROVAL PROCESS, AND REQUESTSFOR ALTERNATE VENDORS MUST DETAIL HOW THEY INTEND TO INTEGRATE BOILERS WITH THE EXISTING JCISYSTEM. SUBMISSIONS MUST BE SENT TO THE ENGINEER MINIMUM OF 3 DAYS PRIOR TO FINAL ADDENDUM DATE(10D PRIOR TO BID).C.THE EXISTING BOILERS HAVE A STAND-ALONE AERCO CONTROL PANEL THAT WILL BE REMOVED DURING THISPROJECT. THE NEW BOILERS SHALL BE INSTALLED WITH FACTORY CONTROLS FOR MONITORING BY THEEXISTING JOHNSON CONTROLS SYSTEM. NEW TEMPERATURE CONTROLS WORK SHALL INTEGRATE THE NEWBOILERS WITH THE EXISTING SYSTEM. IF THE ALTERNATE BID ITEM FOR A VARIABLE PRIMARY FLOW PLANT ISTAKEN, THEN THE TEMPERATURE CONTROLS CONTRACTOR SHALL ALSO PROVIDE FOR SYSTEM MODIFICATIONSTO THE AIR HANDLER AND HEATING WATER PUMP CONTROLS, PROVIDING THE FEATURES AND DEVICESDETAILED IN THE SEQUENCE INCLUDED ON THIS SHEET. AT THE CONCLUSION OF THIS PROJECT, THERE SHALLBE A COMPLETE AND USABLE TEMPERATURE CONTROLS SYSTEM WITH ALL NEW HOT WATER PLANTCOMPONENTS INTEGRATED, MONITORED, AND DISPLAYED ON THE SUPERVISORY SYSTEM GRAPHICS.D.THE TEMPERATURE CONTROLS CONTRACTOR SHALL BE RESPONSIBLE FOR COORDINATING ANY REQUIREDPOWER AND CIRCUITS TO SUPPORT THEIR SYSTEM THAT WILL NOT BE TC SELF-PROVIDED WITH THE ELECTRICALCONTRACTOR.E.ALL TEMPERATURE CONTROLS CABLING PATHWAYS SHALL BE PROPERLY SECURED IN CONDUITS. CABLE TRAYAPPLICATION WILL BE APPROVED ON A CASE BY CASE BASIS.TEMPERATURE CONTROLSB1MANUAL FLOWBALANCE/MEASUREMENT DEVICEMOTORIZED 2-WAY ON/OFF LOW LOSS BALLCONTROL VALVE (ALTERNATE BID ITEM #2, TYPICALOF 3), CV ≥ 64.5NEW 2-WAY MODULATINGCONTROL VALVE(ALTERNATE BID ITEM #2)NEW 5HP VFD (BYTEMPERATURE CONTROLSCONTRACTOR) FOR EXISTINGHEATING WATER PRIMARYCIRCULATOR (TYPICAL OF 2)COMPONENTS TO BE CONTROLLED: BOILERS, HEATING WATER PUMPS, AIR HANDLER HEATING COILS, ON/OFF BOILER FLOW CONTROL VALVES, AND AHU MODULATING CONTROL VALVES (UNDER ALTERNATE BID ITEM #2).DUTY: TO PROVIDE HEATING WATER TO AIR HANDLING UNITS AHU-1 AND AHU-2.APPLIED CONTROL EQUIPMENT TO BE FURNISHED BY TC CONTRACTOR: DDC/ELECTRONIC TEMPERATURE SENSORS, BOILER TWO-POSITION ON/OFF SIZE MOTORIZED BALL ISOLATION VALVES WITH ELECTRIC ACTUATORS AND END SWITCHES (ALT BID #2), VARIABLE FREQUENCYDRIVES FOR HEATING WATER PUMPS (ALT BID #2), SYSTEM PRESSURE SENSORS/TRANSMITTERS (ALT BID #2).SCHEDULE: HEATING SYSTEM TO BE PROGRAMMED TO OPERATE THROUGH CONTROL SYSTEM DEPENDANT UPON OUTDOOR AIR TEMPERATURE AND DEMAND.SEQUENCE OF OPERATION(BASE BID) PUMP OPERATION:THE HEATING WATER PUMPS HWP-1 AND HWP-2 WILL MAINTAIN THEIR CURRENTLY PROGRAMMED OPERATION FOR ENABLING AND DISABLING, ROTATING STANDBY, CONSTANT SPEED CIRCULATION, AND ASSOCIATED MONITORING AND ALARMS SIGNALS.(ALTERNATE BID ITEM #2) PUMP OPERATION:OPERATIONAL CHANGES FROM BASE BID PROPOSAL SHALL BE THE FOLLOWING. PRIMARY HEATING WATER PUMPS HWP-1 AND HWP-2 SHALL STAGE AND ROTATE AN ALTERNATING CYCLE IN A FIRST-ON/LAST-OFF ROUTINE, SKIPPING ANY PUMP MANUALLY DISABLED FORSERVICE. THE HEATING WATER PUMPS SHALL BE ENABLED ANY TIME THERE IS A DEMAND FOR HEATING WATER FROM ONE OF THE BUILDINGS HEATING WATER CONTROL VALVES (AHU-1/2). THE PUMPS SHALL RAMP IN SPEED TO MAINTAIN A DIFFERENTIAL STATIC PRESSURESETPOINT AT THE MOST HYDRAULICALLY REMOTE TERMINAL UNIT WITH A THREE WAY VALVE (AHU-1). DIFFERENTIAL PRESSURE SWITCHES BETWEEN THE SUCTION AND DISCHARGE PIPING OF EACH PUMP SHALL BE USED TO INDICATE PUMP STATUS AND FAILURE AND TOALARM IF A PUMP FAILS AND IMMEDIATELY START ANY AVAILABLE STANDBY PUMP. THIS FUNCTION MAY ALSO BE FULFILLED BY THE VFD'S IF CAPABLE AND DESIGNED FOR THIS CONTROL FUNCTION.(BASE BID & ALTERNATE BID ITEM #2) WATER TEMPERATURE:THE BOILER CONTROL PANEL FURNISHED BY THE BOILER MANUFACTURER SHALL BE INSTALLED AND PROGRAMMED BY THE T.C. CONTRACTOR TO SEQUENCE THE BOILERS ON A MAXIMUM EFFICIENCY BASIS, TO ANTICIPATE RISE AND FALL OF BOILER WATER LOOPTEMPERATURES TO OPTIMIZE BOILER FIRING RATE (FULL MODULATING) AND TO RESET THE BOILER WATER LOOP SUPPLY TEMPERATURE BASED ON OUTSIDE AIR TEMPERATURES. THE UNIT SHALL AUTOMATICALLY ADJUST SUPPLY WATER TEMPERATURE FROM 140°F WATER AT0°F OUTSIDE AIR TEMPERATURE (OAT) DOWN TO 100°F WATER AT 60°F OAT (ADJUSTABLE) AND ENABLE BOILERS AS REQUIRED TO MAINTAIN SUPPLY WATER TEMPERATURE. IF HEATING DEMAND CANNOT BE SATISFIED WITH 140°F SUPPLY WATER, THE TEMPERATURE SHALL BEALLOWED TO RESET UPWARDS BY 10°F INCREMENTS UNTIL SATISFIED, WITH A LIMIT AT 180°F SUPPLY TEMPERATURE. FOR ALTERNATE BID ITEM #2, IF TAKEN, MOTORIZED ISOLATION BALL VALVES SHALL OPEN WHEN THE ASSOCIATED BOILER IS ENABLED. THE BOILERS SHALLNOT BE ENABLED UNLESS ONE OF THE HEATING WATER PUMPS IS RUNNING AND THE BOILER'S MOTORIZED ISOLATION VALVE PROVES OPEN BY ITS END SWITCH.(ALTERNATE BID ITEM #2) AIR HANDLER AHU-2 HEATING WATER COIL:THE EXISTING AIR HANDLER SEQUENCE OF OPERATION AND CONTROLS SHALL BE MAINTAINED, WITH ALTERATION TO ACCOMMODATE THE NEW 2-WAY MODULATING CONTROL VALVE.DDC PANEL/SYSTEM:-MONITOR HWS & HWR WATER TEMPERATURES AND OUTSIDE AIR TEMPERATURE.-MONITOR HEATING WATER SYSTEM PRESSURE AND ALARM AT LOW CONDITION.-START/STOP/MONITOR PUMPS HWP-1, HWP-2-ALARM AT PUMP FAILURE WITH DIFFERENTIAL PRESSURE SWITCHES (OR ALARM FROM VFD).-LOG PUMP RUN TIME FOR EACH PUMP FOR MAINTENANCE SCHEDULING.-ALARM BOILER FAILURE FROM BOILER CONTROL PANEL.-ALL ALARMS TO BE MAINTAINED AT DDC PANEL WITH MANUAL RESET/VERIFICATION.HEATING WATER CONTROLSNEW OUTSIDE AIRTEMPERATURE SENSORDPNEWDIFFERENTIALPRESSURESENSOR(ALTERNATEBID ITEM #2)NEW HWS/RSYSTEMTEMPERATURESENSORSPTTNEW SYSTEM PRESSURE SENSORB2B3Project No. |Issue Date |Sheet No.G25-01009.04.25Bozeman Public Library BOILER REPLACEMENT REVISIONS626 East Main Street Bozeman, MT PERMIT SETM4.0TEMPERATURECONTROLS Project No. |Issue Date |Sheet No.G25-01009.04.25Bozeman Public Library BOILER REPLACEMENT REVISIONS626 East Main Street Bozeman, MT PERMIT SETE1.0ELECTRICALPLANS BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana Bid Set No. CONTRACT DOCUMENTS, PLANS, AND SPECIFICATIONS For BOZEMAN PUBLIC LIBRARY BOILER REPLACEMENT Specifications Filed in the Office of the City Clerk Bids to be received at procurement@bozeman.net -and/or- Bozeman City Hall, 121 N. Rouse Ave Bozeman, Montana 59715 until 5:00 p.m. on Thursday, October 23rd BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana BIDDER'S CHECKLIST Please utilize the following Bidder's Checklist before submitting your bid. 1) Original Bid Bond Enclosed? (Personal checks, business checks, and faxed copies are not acceptable.) 2) Certificate of Non-Segregated Facilities signed? 3) Certificate of Compliance with Insurance Requirements filled out and signed? 4) Bid Proposal: a. Arithmetic Checked? b. Numerical Bid Prices agree with written Bid Prices? c. Addendum acknowledged on proposal sheet and cover? d. Signature portion completely filled out? 5) Bid Envelope: a. Addressed properly? b. Addendums acknowledged on bid envelope? c. Contains Contract document/specification booklet? d. Sealed? 6) Bid submitted prior to required time at specified location? Be sure to seal your bid. Include the name of the bid, and acknowledgement of all addenda on the outside of the bid envelope. Leave all proposal sheets intact in the Contract Document book. Return the complete Contract Document book. ALL BID DOCUMENTS AND BONDS MUST BE ORIGINALS. NO FAXED COPIES WILL BE ACCEPTED BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana BOZEMAN PUBLIC LIBRARY BOILER REPLACEMENT PROJECT MANUAL TABLE OF CONTENTS PAGES BIDDERS CHECKLIST ..................................................................................................... 1 PROJECT MANUAL TABLE OF CONTENTS ................................................................... 3 ENGINEERING STAMPS ................................................................................................. 3 SECTION 001000 - INVITATION TO BID ......................................................................... 2 SECTION 022113 - INSTRUCTIONS TO BIDDERS ......................................................... 6 CERTIFICATE OF NON-SEGREGATED FACILITIES ...................................................... 2 CERTIFICATE OF COMPLIANCE WITH INSURANCE REQUIREMENTS ....................... 1 BID BOND ........................................................................................................................ 2 SECTION 004100 - BID FORM ......................................................................................... 6 SECTION 004323 - ALTERNATES FORM ....................................................................... 2 SAMPLE CONSTRUCTION AGREEMENT FORM .......................................................... 16 PERFORMANCE BOND ................................................................................................... 4 PAYMENT BOND ............................................................................................................. 4 TECHNICAL SPECIFICATIONS ...................................................................................... 304 DIVISION 01 – GENERAL REQUIREMENTS 011000 – SUMMARY 012000 – PRICE AND PAYMENT PROCEDURES 012300 - ALTERNATIVES 012500 – SUBSTITUTION PROCEDURES 013000 – ADMINISTRATIVE REQUIREMENTS 013216 – CONSTRUCTION PROGRESS SCHEDULE 014000 – QUALITY REQUIREMENTS 014216 – DEFINITIONS 015000 – TEMPORARY FACILITIES AND CONTROLS 015719 – TEMPORARY ENVIRONMENTAL CONTROLS 015813 – TEMPORARY PROJECT SIGNAGE 016000 – PRODUCT REQUIREMENTS BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana 016116 – VOLATILE ORGANIC COMPOUND (VOC) CONTENT RESTRICTIONS 017000 – EXECUTION AND CLOSEOUT REQUIREMENTS 017419 – CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017610 – TEMPORARY PROTECTIVE COVERINGS 017800 – CLOSEOUT SUBMITTALS 017900 – DEMONSTRATION AND TRAINING 019113 – COMMISSIONING REQUIREMENTS DIVISION 02 – EXISTING CONDITIONS 024100 – DEMOLITION DIVISION 03 – CONCRETE NOT USED DIVISION 23 – HVAC 230000 – GENERAL PROVISIONS FOR MECHANICAL WORK 230513 – COMMON MOTOR REQUIREMENTS FOR HVAC EQUIPMENT 230517 – SLEEVES AND SLEEVE SEALS FOR HVAC PIPING 230519 – METERS AND GAUGES FOR HVAC PIPING 230523 – GENERAL-DUTY VALVES FOR HVAC PIPING 230529 – HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230548 – VIBRATION AND SEISMIC CONTROLS FOR HVAC 230553 – IDENTIFICATION FOR HVAC PIPING AND EQUIPMENT 230593 – TESTING, ADJUSTING, AND BALANCING FOR HVAC 230719 – HVAC PIPING INSULATION 230913 – INSTRUMENTATION AND CONTROL DEVICES FOR HVAC 230923 – DIRECT-DIGITAL CONTROL SYSTEM FOR HVAC 230934 – VARIABLE-FREQUENCY MOTOR CONTROLLERS 231123 – FACILITY NATURAL-GAS PIPING 232113 – HYDRONIC PIPING 232114 – HYDRONIC SPECIALTIES 232500 – HVAC WATER TREATMENT 235100 – BREECHINGS, CHIMNEYS, AND STACKS 235216 – CONDENSING BOILERS BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DIVISION 26 – ELECTRICAL 260000 – GENERAL PROVISIONS FOR ELECTRICAL WORK 260519 – POWER CONDUCTORS AND CABLES 260529 – HANGERS AND SUPPORTS 206533 – RACEWAYS AND BOXES 260553 – IDENTIFICATION FOR ELECTRICAL SYSTEMS MEASUREMENT & PAYMENT ......................................................................................... 2 APPENDIX A CONTRACT FORMS NOTICE OF AWARD ................................................................................................. 1 NOTICE TO PROCEED ............................................................................................. 1 LIST OF SUBCONTRACTORS ................................................................................. 1 CONTRACTORS APPLICATION FOR PAYMENT FORM ......................................... 2 REQUEST FOR INFORMATION ............................................................................... 1 CHANGE ORDER FORM .......................................................................................... 4 SUBSTANTIAL COMPLETION FORM ...................................................................... 1 CONTRACTOR’S AFFIDAVIT OF RELEASE OF LIENS ........................................... 1 CONSENT OF SURETY TO FINAL PAYMENT ......................................................... 1 APPENDIX B PREVAILING WAGE RATES STATE OF MONTANA PREVAILING WAGE RATES FOR BUILDING CONSTRUCTION SERVICES JANUARY 11, 2025 ................................................................................ 21 APPENDIX C SUPPLEMENTAL DOCUMENTS HAZARDOUS MATERIALS REPORT ....................................................................... 93 APPENDIX D DRAWINGS (SEPARATELY BOUND) CONSTRUCTION PLANS................................................................................................. 33 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PLANS AND SPECIFICATIONS FOR Boiler Replacement, Bozeman Public Library City of Bozeman Bozeman, MT 59717 September 2025 MECHANICAL ENGINEER I hereby certify that these Plans and Specifications were prepared by me or under my direct supervision and I am a duly Licensed Professional Engineer under the laws of the State of Montana. Lawrence J. Wyatt, PE TD&H Engineering DATE: REG. NO. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PLANS AND SPECIFICATIONS FOR Boiler Replacement, Bozeman Public Library City of Bozeman Bozeman, MT 59717 September 2025 ELECTRICAL ENGINEER I hereby certify that these Plans and Specifications were prepared by me or under my direct supervision and I am a duly Licensed Professional Engineer under the laws of the State of Montana. Brad M. Kauffman, PE TD&H Engineering DATE: REG. NO. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PLANS AND SPECIFICATIONS FOR Boiler Replacement, Bozeman Public Library City of Bozeman Bozeman, MT 59717 September 2025 STRUCTURAL ENGINEER I hereby certify that these Plans and Specifications were prepared by me or under my direct supervision and I am a duly Licensed Professional Engineer under the laws of the State of Montana. TD&H Engineering DATE: REG. NO. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INVITATION TO BID 001000 – 1 SECTION 001000 - INVITATION TO BID NOTICE IS HEREBY given that the City of Bozeman (City) is seeking proposals from firms to replace legacy boilers and accessories with the new, specified system to include but is not limited to changing boiler types, upgrading pipework, replacing sections of exhaust system, flushing/cleaning system, completing safety checks, and commissioning the new system. Copies of the Request for Proposals are available on the City’s website. All proposals must be provided as a single, searchable PDF document file and be submitted digitally as an email attachment to the RFP Recipient email address below. Respondents are advised that Recipient’s email attachment size limit is 25MB and that only one PDF file will be allowed per response. The subject line of the transmittal email shall clearly identify the RFP title, company name and due date/time. File sizes greater than 25MB in size may be uploaded to bzncloud.bozeman.net upon special arrangement of the Recipient; however, it is the respondent’s sole responsibility to ensure the file upload is completed, and that the Recipient is separately notified via email of same, prior to the given deadline. Deliver RFPs via email to the City Clerk by [Thursday, October 23rd] at [5:00pm] MST. It is the sole responsibility of the proposing party to ensure that proposals are received prior to the closing time as late submittals will not be accepted and will be returned unopened. The email address for submission is: procurement@bozeman.net NON-DISCRIMINATION AND EQUAL PAY The City of Bozeman is an Equal Opportunity Employer. Discrimination in the performance of any agreement awarded under this RFP on the basis of race, color, religion, creed, sex, age, marital status, national origin, or actual or perceived sexual orientation, gender identity or disability is prohibited. This prohibition shall apply to the hiring and treatment of the awarded entity’s employees and to all subcontracts. As such, each entity submitting under this notice shall include a provision wherein the submitting entity, or entities, affirms in writing it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and which also recognizes the eventual contract will contain a provision prohibiting discrimination as described above and that this prohibition on discrimination shall apply to the hiring and treatment of the submitting entity’s employees and to all subcontracts. In addition, pursuant to City Commission Resolution 5169, the entity awarded a contract under this RFP and any subcontractors must abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and affirm it will abide by the above and that it has visited the State of Montana Equal Pay for Equal Work “best practices” website, or equivalent “best practices publication and has read the material. Any administrative questions regarding proposal procedures should be directed to: Mike Maas, City Clerk (406) 582-2321, procurement@bozeman.net. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INVITATION TO BID 001000 – 2 Questions relating to the RFP should be directed to: Shane Miller, Facilities Project Coordinator, (406) 577-7425, smiller@bozeman.net. DATED at Bozeman, Montana, this [Wednesday, October 1st] . Mike Maas City Clerk City of Bozeman For publication on: Saturday, [October 4th] Saturday, [October 11th] END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 1 SECTION 002113 - INSTRUCTIONS TO BIDDERS INTRODUCTION The City of Bozeman (Owner), is seeking proposals from firms to undertake contracting services at the Bozeman Public Library related to the replacement of legacy boilers. The Owner intends to enter into a contract with the selected firm that will include the replacement of legacy boilers and accessories with the new, specified system to include but is not limited to changing boiler types, upgrading pipework, replacing sections of exhaust system, flushing/cleaning system, completing safety checks, and commissioning the new system. This RFP shall not commit the Owner to enter into an agreement, to pay any expenses incurred in preparation of any response to this request, or to procure or contract for any supplies, goods or services. The Owner reserves the right to accept or reject all responses received as a result of this RFP if it is in the Owner’s best interest to do so. This procurement is governed by the laws of the State of Montana and venue for all legal proceedings shall be in the 18 th Judicial District Court, Gallatin County. By offering to perform services under this RFP, all Submitters agree to be bound by the laws of the State of Montana and of the Owner, including, but not limited to, applicable wage rates, payments, gross receipts taxes, building codes, equal opportunity employment practices, safety, non-discrimination, etc. PROJECT BACKGROUND AND DESCRIPTION In 2001, taxpayers approved a $4 million bond referendum for a library new facility; the money was used to purchase the 14.3-acre former Milwaukee Railroad property on East Main Street. After five years of fundraising and planning, a new 53,000 square foot Library opened at 626 East Main Street in November 2006. The new Library achieved a Leadership in Energy and Environmental Design (LEED) silver level certification, the first public building in the state to be certified LEED. The Library HVAC system is the one area of the Library that was left untouched during the recent 2022/23 renovation. The boiler system has now outlived it’s rececommended lifespan and it’s time to refresh and update the entire system due to heavy use for the last 18 years. Also, replacement parts for the original system are no longer manufactured making repairs near impossible. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 2 Furthmore, the conversion from the current constant flow system to a new variable flow system, which would be required by current energy code, will significantly increase the plants daily operating efficiency. SCOPE OF SERVICES Scope of services will include but is not limited to replacement of legacy boilers and accessories with the new, specified system to include but is not limited to changing boiler types, upgrading pipework, replacing sections of exhaust system, flushing/cleaning system, completing safety checks, and commissioning the new system. PROPOSAL REQUIREMENTS Firms interested in providing the services described above are requested to submit the following information. Responses to each item should appear in the same order as in this RFP and should identifythe item to which the responses applies.  Executive Summary  Qualifications of the Firm for Scope of Services; Cost  Schedule  Related Experience with Similar Projects Affirmation of Nondiscrimination (see Appendix A) Non-completion of the Affirmation of Nondiscrimination is cause for disqualification of firms. TIMELINES, DELIVERY DEADLINE, AND INSTRUCTIONS EVENT DATE/TIME Publication dates of RFP Saturday, [October 4th] Saturday, [October 11th] Deadline for receipt of proposals [Thursday, October 23rd] Evaluation of proposals TBD Interviews (if necessary) and Selection of consultants TBD With the exception of the advertising dates and advertised due date, the City reserves the right to modify the above timeline. Deliver RFPs via email to the City Clerk (procurement@bozeman.net ) by [Thursday, October 23rd] at [5:00pm] MST. It is the sole responsibility of the proposing party to ensure that BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 3 proposals are received prior to the closing time as late submittals will not be accepted and will be returned unopened. All proposals must be provided as a single, searchable PDF document file and be submitted digitally as an email attachment to the RFP Recipient email address agenda@bozeman.net. Respondents are advised that Recipient’s email attachment size limit is 25MB and that only one PDF file will be allowed per response. The subject line of the transmittal email shall clearly identify the RFP title, company name and due date/time. File sizes greater than 25MB in size may be uploaded to bzncloud.bozeman.net upon special arrangement of the Recipient; however, it is the respondent’s sole responsibility to ensure the file upload is completed, and that the Recipient is separately notified via email of same, prior to the given deadline. AMENDMENTS TO SOLICITATION Any interpretation or correction of this request will be published on the City’s webpage. The deadline for questions related to this document is [5:00pm] MST on [Thursday, October 16th]. CONTACT INFORMATION Any administrative questions regarding proposal procedures should be directed to: Mike Maas, City Clerk, (406) 582-2321, procurement@bozeman.net Questions relating to scope of services should be directed to: TD&H Scott Mahurin, Project Manager, scott.mahurin@tdhengineering.com, (406) 209-2934 -and- City of Bozeman Shane Miller, Facilities Project Coordinator, smiller@bozeman.net, (406) 577- 7425 SELECTION PROCEDURE A review committee will evaluate all responses to the RFP that meet the submittal requirements and deadline. Submittals that do not meet the requirement or deadline will not be considered. The review committee will rank the proposals and may arrange interviews with the finalist(s) prior to selection. Selection may be made directly based on the written RFP submission. If interviews occur, the selection of finalists to be interviewed will be made by a selection committee representing the City of Bozeman. The selection of interview candidates will be based on an evaluation of the written responses to the RFPs. All submitted proposals must be complete and contain the information required as stated in the BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 4 "Request for Proposals.” SELECTION CRITERIA Proposals will be evaluated based on the following criteria:  [5 points] Executive Summary  [45 points] Qualifications of the Firm for Scope of Services; Cost  [30 points] Schedule  [5 points] Related Experience with Similar Projects FORM OF AGREEMENT The Contractor will be required to enter into a contract with the City in substantially the same form as the professional services agreement attached as Attachment B. CITY RESERVATION OF RIGHTS / LIABILITY WAIVER All proposals submitted in response to this RFP become the property of the City and public records and, as such, may be subject to public review. A SUBMISSION IN RESPONSE TO THIS REQUEST FOR QUALIFICATIONS CONFERS NO RIGHTS UPON ANY RESPONDENTS AND SHALL NOT OBLIGATE THE CITY IN ANY MANNER WHATSOEVER. THE CITY RESERVES THE RIGHT TO MAKE NO AWARD AND TO SOLICIT ADDITIONAL REQUEST FOR QUALIFICATIONS AT A LATER DATE. A. This RFP may be canceled or any or all responses may be rejected in whole or in part, as specified herein, when it is in the best interests of the City. If the City cancels or revises this RFP, all Respondents who submitted will be notified using email. B. The City reserves the right to accept or reject any and all proposals; to add or delete items and/or quantities; to amend the RFP; to waive any minor irregularities, informalities, or failure to conform to the RFP; to extend the deadline for submitting proposals; to postpone award for up to 60 days; to award one or more contracts, by item or task, or groups of items or tasks, if so provided in the RFP and if multiple awards or phases are determined by the City to be in the public interest. C. The City of Bozeman reserves the right to reject the proposal of any person/firm who previously failed to perform properly to the satisfaction of the City of Bozeman, or complete on time agreements of similar nature, or to reject the proposal of any BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 5 person/firm who is not in a position to perform such an agreement satisfactorily as determined by the City of Bozeman. D. The City of Bozeman reserves the right to determine the best qualified Contractor and negotiate a final scope of service and cost, negotiate a contract with another Contractor if an agreement cannot be reached with the first selected Contractor, or reject all proposals. E. The professional services contract between the City of Bozeman and the successful Contractor will incorporate the Contractor's scope of service and work schedule as part of the agreement (see Appendix B for form of professional services agreement. The professional services agreement presented to the Contractor may differ from this form as appropriate for the scope of services). F. This RFP does not commit the City to award a contract. The City assumes no liability or responsibility for costs incurred by firms in responding to this request for proposals or request for interviews, additional data, or other information with respect to the selection process, prior to the issuance of an agreement, contract or purchase order. The Contractor, by submitting a response to this RFP, waives all right to protest or seek any legal remedies whatsoever regarding any aspect of this RFP. G. The City reserves the right to cancel, in part or in its entirety, this RFP including, but not limited to: selection procedures, submittal date, and submittal requirements. If the City cancels or revises this RFP, all Contractors who submitted proposals will be notified using email. H. Projects under any contract are subject to the availability of funds. NONDISCRIMINATION AND EQUAL PAY POLICY The City of Bozeman requires each entity submitting under this notice shall affirm, on a separate form provided, that it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, sexual preference, gender identity, or disability in fulfillment of a contract entered into for the services identified herein and that this prohibition on discrimination shall apply to the hiring and treatment of the submitting entity’s employees and to all subcontracts it enters into in the fulfillment of the services identified herein. Failure to comply with this requirement shall be cause for the submittal to be deemed nonresponsive. The City also requires each entity submitting under this notice shall affirm it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work “best practices” website, https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication and has read the material. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 6 MISCELLANEOUS A. No Oral Agreements. No conversations or oral agreements with any officer, employee, or agent of the City shall affect or modify any term of this solicitation. Oral communications or any written/email communication between any person and City officer, employee or agent shall not be considered binding. B. No Partnership/Business Organization. Nothing in this solicitation or in any subsequent agreement, or any other contract entered into as a result of this solicitation, shall constitute, create, give rise to or otherwise be recognized as a partnership or formal business organization of any kind between or among the respondent and the City. C. Employment Restriction and Indemnity. No person who is an owner, officer, employee, contractor, or consultant of a respondent shall be an officer or employee of the City. No rights of the City’s retirement or personnel rules accrue to a respondent, its officers, employees, contractors, or consultants. Respondents shall have the responsibility of all salaries, wages, bonuses, retirement, withholdings, worker’s compensation and occupational disease compensation, insurance, unemployment compensation other benefits and taxes and premiums appurtenant thereto concerning its officers, employees, contractors, and consultants. Each Respondent shall save and hold the City harmless with respect to any and all claims for payment, compensation, salary, wages, bonuses, retirement, withholdings, worker’s compensation and occupational disease compensation, insurance, unemployment compensation other benefits and taxes and premiums in any way related to each respondent’s officers, employees, contractors and consultants. D. Accessibility. Upon reasonable notice, the City will provide assistance for those persons with sensory impairments. For further information please contact the ADA Coordinator Mike Gray at 406-582-3232 or the City’s TTY line at 406-582-2301. E. Procurement. When discrepancies occur between words and figures in this solicitation, the words shall govern. No responsibility shall attach to a City employee for the premature opening of an RFP not properly addressed and identified in accordance with these documents. F. Governing Law. This solicitation and any disputes arising hereunder or under any future agreement shall be governed and construed and enforced in accordance with the laws of the State of Montana, without reference to principles of choice or conflicts of laws. ATTACHMENTS The following exhibits are incorporated in this RFP: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 7 Appendix A: Non-Discrimination Affirmation Appendix B: Form of Professional Services Agreement Appendix C: Construction Drawings dated 2025.09.04 Appendix D: Technical Specifications dated 2025.09.08 The project drawings are separately bound and included with this project manual. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 8 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CERTIFICATE OF NON-SEGREGATED FACILITIES Page 1 CERTIFICATE OF NON-SEGREGATED FACILITIES (Applicable to federally assisted construction contracted and related subcontracts exceeding $1,000 which are not exempt from the Equal Opportunity Clauses) The federally assisted construction contractor certifies that he does not maintain or provide for his employees any segregated facilities at any of his establishments, and that he does not permit his employees to perform their services at any location, under his control, where segregated facilities are maintained. The federally assisted construction contractor certifies further that he will not maintain or provide for his employees any segregated facilities at any of his establishments, and that he will not permit his employees to perform their services at any location, under his control, where segregated facilities are maintained. The federally assisted construction contractor agrees that a breach of this certification is a violation of the Equal Opportunity clause in this contract. As used in this certification, the term "segregated facilities" means any waiting rooms, work areas, restrooms and washrooms, restaurants and other eating areas, time clocks, locker rooms and other storage or dressing areas, parking lots, drinking fountains, recreation or entertainment areas, transportation, and housing facilities provided for employees which are segregated by explicit directive or are in fact segregated on the basis of race, creed, color, or national origin, because of habit, local custom, or otherwise. The federally assisted construction contractor agrees that (except where he has obtained identical certification from proposed subcontractors for specific time periods) he will obtain identical certifications from proposed subcontractors prior to the award of subcontracts exceeding $10,000 which are not exempt from the provisions of the Equal Opportunity clause, and that he will retain such certifications in his files. Date Signature Name and Title of Signer (Please Type) NOTE: The penalty for making false statements in offers is prescribed in 18 U.S.C. 1001. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CERTIFICATE OF NON-SEGREGATED FACILITIES Page 2 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CERTIFICATE OF NON-SEGREGATED FACILITIES Page 1 CERTIFICATE OF COMPLIANCE WITH INSURANCE REQUIREMENTS The undersigned Contractor hereby acknowledges that he/she has read and understands the insurance requirements specified in this contract, and hereby agrees (1) that such insurance will be maintained in at least the amounts and types specified in this contract and during any modifications and/or time extensions granted thereto; (2) that these required insurance policies will each contain an endorsement to the effect that cancellation or any material change in the policies adversely affecting the interest of the City of Great Falls in such insurance will not be effective for such period as may be prescribed by the Laws of the State in which this contract is to be performed and in no event less than thirty (30) days after written notice thereof has been given to the contracting officer; (3) that Montana Workmen's Compensation Insurance, or letter of reciprocal agreement with another state, will be maintained on this contract for and during the entire performance period and for and during any modifications and/or time extensions granted thereto; and (4) that this agreement will become a part of and be incorporated into the above referenced contract, and will be legally binding and enforceable at law. INSURANCE COMPANY (IES): PHONE NO. CONTRACTOR: Date: (Authorized Signature) --------------------------------------------------------------------------------------------------------------------- ACCEPTANCE The undersigned authorized representative, on behalf of the City of Great Falls, hereby accepts and ratifies the above agreement and hereby incorporates the above agreement into the above referenced contract. By: (Date) (Authorized representative) BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CERTIFICATE OF NON-SEGREGATED FACILITIES Page 2 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EJCDC C-430 Bid Bond (Penal Sum Form) Prepared by the Engineers Joint Contract Documents Committee. pg. 1 BID BOND Any singular reference to Bidder, Surety, Owner or other party shall be considered plural where applicable. BIDDER (Name and Address): SURETY (Name and Address of Principal Place of Business): OWNER (Name and Address): BID Bid Due Date: Description: (Project Name and Include Location): BOND Bond Number: Date (Not earlier than Bid due date): Penal sum $ (Words) (Figures) Surety and Bidder, intending to be legally bound hereby, subject to the terms set forth below, do each cause this Bid Bond to be duly executed by an authorized officer, agent, or representative. BIDDER SURETY (Seal) (Seal) Bidder’s Name and Corporate Seal Surety’s Name and Corporate Seal By: By: Signature Signature (Attach Power of Attorney) BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EJCDC C-430 Bid Bond (Penal Sum Form) Prepared by the Engineers Joint Contract Documents Committee. pg. 2 Print Name Print Name Title Title Attest: Attest: Signature Signature Title Title Note: Above addresses are to be used for giving any required notice. Provide execution by any additional parties, such as joint venturers, if necessary. 1. Bidder and Surety, jointly and severally, bind themselves, their heirs, executors, administrators, successors, and assigns to pay to Owner upon default of Bidder the penal sum set forth on the face of this Bond. Payment of the penal sum is the extent of Bidder’s and Surety’s liability. Recovery of such penal sum under the terms of this Bond shall be Owner’s sole and exclusive remedy upon default of Bidder. 2. Default of Bidder shall occur upon the failure of Bidder to deliver within the time required by the Bidding Documents (or any extension thereof agreed to in writing by Owner) the executed Agreement required by the Bidding Documents and any performance and payment bonds required by the Bidding Documents. 3. This obligation shall be null and void if: 3.1 Owner accepts Bidder’s Bid and Bidder delivers within the time required by the Bidding Documents (or any extension thereof agreed to in writing by Owner) the executed Agreement required by the Bidding Documents and any performance and payment bonds required by the Bidding Documents, or 3.2 All Bids are rejected by Owner, or 3.3 Owner fails to issue a Notice of Award to Bidder within the time specified in the Bidding Documents (or any extension thereof agreed to in writing by Bidder and, if applicable, consented to by Surety when required by Paragraph 5 hereof). 4. Payment under this Bond will be due and payable upon default of Bidder and within 30 calendar days after receipt by Bidder and Surety of written notice of default from Owner, which notice will be given with reasonable promptness, identifying this Bond and the Project and including a statement of the amount due. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EJCDC C-430 Bid Bond (Penal Sum Form) Prepared by the Engineers Joint Contract Documents Committee. pg. 3 5. Surety waives notice of any and all defenses based on or arising out of any time extension to issue Notice of Award agreed to in writing by Owner and Bidder, provided that the total time for issuing Notice of Award including extensions shall not in the aggregate exceed 120 days from Bid due date without Surety’s written consent. 6. No suit or action shall be commenced under this Bond prior to 30 calendar days after the notice of default required in Paragraph 4 above is received by Bidder and Surety and in no case later than one year after Bid due date. 7. Any suit or action under this Bond shall be commenced only in a court of competent jurisdiction located in the state in which the Project is located. 8. Notices required hereunder shall be in writing and sent to Bidder and Surety at their respective addresses shown on the face of this Bond. Such notices may be sent by personal delivery, commercial courier, or by United States Registered or Certified Mail, return receipt requested, postage pre-paid, and shall be deemed to be effective upon receipt by the party concerned. 9. Surety shall cause to be attached to this Bond a current and effective Power of Attorney evidencing the authority of the officer, agent, or representative who executed this Bond on behalf of Surety to execute, seal, and deliver such Bond and bind the Surety thereby. 10. This Bond is intended to conform to all applicable statutory requirements. Any applicable requirement of any applicable statute that has been omitted from this Bond shall be deemed to be included herein as if set forth at length. If any provision of this Bond conflicts with any applicable statute, then the provision of said statute shall govern and the remainder of this Bond that is not in conflict therewith shall continue in full force and effect. 11. The term “Bid” as used herein includes a Bid, offer, or proposal as applicable. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana BID FORM 004100 - 1 SECTION 004100 BID FORM THE PROJECT AND THE PARTIES 1.1 TO: A. Owner – City of Bozeman 121 North Rouse Avenue Bozeman, Montana 59715 1.2 FOR: A. Project: BOZEMAN LIBRARY BOILER REPLACEMENT 1.3 DATE: ______________ (BIDDER TO ENTER DATE) 1.4 SUBMITTED BY: (BIDDER TO ENTER NAME AND ADDRESS) A. Bidder's Full Name _________________________ 1. Address _________________________ 2. City, State, Zip_________________________ 1.5 OFFER A. Having examined the Place of The Work and all matters referred to in the Instructions to Bidders and the Bid Documents prepared by <<TD&H Engineering>> for the above mentioned project, we, the undersigned, hereby offer to enter into a Contract to perform the Work for the Sum of: B. _____________________________________________________________ ________________________________________ dollars ($_______________), in lawful money of the United States of America. C. We have included the required security deposit as required by the Instruction to Bidders. D. We have included the required performance assurance bonds in the Bid Amount as required by the Instructions to Bidders. 1. The cost of the required performance assurance bonds is ______________ _dollars ($___________), in lawful money of the United States of America. E. All applicable federal taxes are included and State of Montana taxes are included in the Bid Sum. F. All Cash and Contingency Allowances described in Section 012100 - Allowances are included in the Bid Sum. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana BID FORM 004100 - 2 1.6 ACCEPTANCE A. This offer shall be open to acceptance and is irrevocable for thirty days from the bid closing date. B. If this bid is accepted by Owner within the time period stated above, we will: 1. Execute the Agreement within seven days of receipt of Notice of Award. 2. Furnish the required bonds within seven days of receipt of Notice of Award. 3. Commence work within seven days after written Notice to Proceed of this bid. C. If this bid is accepted within the time stated, and we fail to commence the Work or we fail to provide the required Bond(s), the security deposit shall be forfeited as damages to Owner by reason of our failure, limited in amount to the lesser of the face value of the security deposit or the difference between this bid and the bid upon which a Contract is signed. D. In the event our bid is not accepted within the time stated above, the required security deposit shall be returned to the undersigned, in accordance with the provisions of the Instructions to Bidders; unless a mutually satisfactory arrangement is made for its retention and validity for an extended period of time. 1.7 CONTRACT TIME A. If this Bid is accepted, we will: B. Complete the Work in _______ calendar weeks from Notice to Proceed. 1.8 CHANGES TO THE WORK A. When Engineer establishes that the method of valuation for Changes in the Work will be net cost plus a percentage fee in accordance with General Conditions, our percentage fee will be: 1. ______ percent overhead and profit on the net cost of our own Work; 2. ______ percent on the cost of work done by any Subcontractor. B. On work deleted from the Contract, our credit to Owner shall be Architect- approved net cost plus _________ of the overhead and profit percentage noted above. 1.9 ADDENDA A. The following Addenda have been received. The modifications to the Bid Documents noted below have been considered and all costs are included in the Bid Sum. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana BID FORM 004100 - 3 1. Addendum # _______ Dated ________________. 2. Addendum # _______ Dated ________________. 3. Addendum # _______ Dated ________________ 1.10 BID FORM SUPPLEMENTS A. The following information is included with Bid submission: 1. Subcontractors: ________, ________, ________. 2. Alternates: ________, ________. 3. References: B. The following Supplements are attached to this Bid Form and are considered an integral part of this Bid Form: 1. Document 004323 - Alternates Form: Include the cost variations to the Bid Sum applicable to the Work as described in Section ________. 1.11 BID FORM SIGNATURE(S) A. The Corporate Seal of B. ____________________________________________ C. (Bidder - print the full name of your firm) D. (Seal) E. ____________________________________________ F. (Authorized signing officer, Title) END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana BID FORM 004100 - 4 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ALTERNATES FORM 004100 -1 SECTION 004323 ALTERNATES FORM PARTICULARS 1.1 The FOLLOWING IS THE LIST OF ALTERNATES REFERENCED IN THE BID SUBMITTED BY: 1.2 (BIDDER) _______________________________ 1.3 TO (OWNER): CITY OF BOZEMAN 1.4 DATED ________________ AND WHICH IS AN INTEGRAL PART OF THE BID FORM. ALTERNATES LIST 2.1 THE FOLLOWING AMOUNTS SHALL BE ADDED TO OR DEDUCTED FROM THE BID AMOUNT. REFER TO SECTION 012300 - ALTERNATES. ALTERNATE #1: ADD / (DEDUCT) $ ________________________ ALTERNATE # 2: ADD / (DEDUCT) $ ________________________ END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ALTERNATES FORM 004100 -2 THIS PAGE INTENTIONALLY LEFT BLANK SAMPLE CONSTRUCTION AGREEMENT Page 1 of 17 CONSTRUCTION AGREEMENT This Construction Agreement is made and entered into this ________ day of ________, 202___ (“Effective Date”), by and between the CITY OF BOZEMAN, MONTANA, a self- governing municipal corporation organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter referred to as “City,” and, , , hereinafter referred to as “Contractor.” The City and Contractor may be referred to individually as “Party” and collectively as “Parties.” In consideration of the covenants, agreements, representations, and warranties contained herein, the parties agree as follows: 1. Work to be Performed: a. A description of the work to be performed to (the “Construction Project”) and Contractor’s duties is set forth in the Scope of Services attached hereto as Exhibit A and by this reference made a part hereof, and in the drawings, plans, and specifications provided by the City, which are included in the Scope of Services attached hereto as Exhibit A. b. Prior to the commencement of any work on the Construction Project, Contractor’s representatives and City’s representatives shall hold a meeting to establish a working understanding among the parties as to the scope of the Construction Project and duties of the Contractor. At this meeting, Contractor and City shall resolve any outstanding issues related to the plans, designs, drawings, and specifications. If the parties are unable to resolve these issues and the City fails, refuses, or is unable to approve the same, no work shall commence on the Construction Project until such issues are resolved and the City approves the related plans, designs, drawings, and specifications. c. Except as provided elsewhere in this Agreement, Contractor shall furnish all the labor, materials, equipment, tools, and services necessary to perform and complete the Construction Project. d. During work on the Construction Project, and as part of the final completion of the Construction Project, Contractor shall clean up the Project site, including the removal and satisfactory disposal of all waste, garbage, excess materials, and equipment, and the performance of any other work necessary to SAMPLE CONSTRUCTION AGREEMENT Page 2 of 17 restore the site to at least as good order and condition as at the commencement of the Construction Project. 2. City-Supplied Materials: The City may supply materials from time to time in furtherance of the Construction Project. Such materials will be noted as an addendum to this Agreement. 3. Time of Performance: Contractor shall begin the Construction Project after receiving a Notice to Proceed from City and shall complete the Construction Project no later than . Time is of the essence of completion of all work and each phase of the Construction Project. 4. Liquidated Damages: If the Construction Project is not completed within the time provided by this Agreement, the City may deduct for each day the Construction Project remains uncompleted the sum of Five Hundred Dollars ($500.00) from the compensation hereinafter specified and retain that sum as payment for liquidated damages sustained by reason of the Contractor’s failure to complete the Construction Project on time. 5. Compensation: a. City shall pay to Contractor, and Contractor shall accept as full payment for the performance of this Agreement and the Construction Project, the amount of Dollars ($ ). b. If work not included within the original Construction Documents is requested by City, such additional work and the related compensation shall be agreed to in writing by both parties prior to commencement of the additional work (“Change Order”). c. City shall retain five percent (5%) of the total amount of compensation to be paid to the Contractor to ensure compliance with the terms and conditions of this Agreement and the timely completion of the Construction Project and any and all “punch list” items (“Retainage Amount”). The Retainage Amount shall be paid to Contractor thirty (30) days after the City’s final acceptance of the portion of work for which a separate price is stated in the specifications for the Construction Project. e. Upon acceptance of final payment and for other good and valuable consideration, Contractor shall and hereby does release and forever discharge City, its officers, agents, and employees of and from any and all claims, demands, actions, causes of action, obligations, and liabilities of every kind and character whatsoever, in law and in equity, whether now known or in the future discovered, arising from or related to this Agreement or the Construction Project that Contractor may have or assert against City, its officers, agents, and employees. 6. Inspection and Testing: SAMPLE CONSTRUCTION AGREEMENT Page 3 of 17 a. City has the right to inspect and test any and all work performed by Contractor on the Construction Project. Contractor shall allow City and its agents access to the Construction Project at all times and shall provide every reasonable facility for the purpose of such inspection and testing, including temporarily discontinuing portions of the work or uncovering or taking down portions of the finished work. Any inspection and testing performed by the City and its agents is for the sole benefit of the City and shall not relieve the Contractor of its duty, responsibility, and obligation to ensure that the work strictly complies with the Agreement terms and conditions and all applicable laws and building and safety codes. City’s inspection and testing shall not be deemed or considered acceptance by the City of any portion of the Construction Project. City’s inspection and testing shall not serve to nullify, amend, or waive any warranties provided by the Contractor under this Agreement. b. Contractor shall, without charge, replace any material or correct any work found by the City or its agents to be defective or otherwise not in compliance with the terms and conditions of this Agreement. In the event Contractor fails to replace or correct any defective work or materials after reasonable written notice by the City to do so, the City may take such corrective action, either with its own materials and employees or by retaining any third party to do so, and deduct the cost and expense of such corrective action from the Contractor’s compensation. 7. Partial Utilization of Construction Project: City shall have the right to use or occupy any portion of the Construction Project that City and Contractor mutually agree is substantially completed and constitutes a separately functioning and usable part of the Construction Project for its intended purpose without significant interference with Contractor’s performance of the remaining portions of the Construction Project. In the event City takes possession of any portion of the Construction Project, such possession shall not be deemed an acceptance of the Construction Project, in whole or in part. City’s use of any portion of the Construction Project shall not be grounds for extensions of any construction deadlines or a change in the Contractor’s compensation. Contractor’s warranties shall run from the completion of the total Construction Project and not from the date the City may take possession of selected portions of the Construction Project. 8. Related Work at the Site: Nothing in this Agreement shall prevent or preclude City, through its own employees or by contract with any third party, from performing other work related to the Construction Project at the construction site; provided such related work is not otherwise addressed in this Agreement and provided such related work does not otherwise interfere with Contractor’s performance of this Agreement or the completion of the Construction Project. Contractor shall afford any City employee, agent or representative, or any third party under contract with the City to perform the related work, proper and safe access to the construction site, a reasonable opportunity for the introduction and storage of materials and equipment, the opportunity to perform the related work, and shall properly coordinate the Contractor’s work on the Construction Project with the related work. SAMPLE CONSTRUCTION AGREEMENT Page 4 of 17 9. Contractor’s Warranties: Contractor represents and warrants as follows: a. Unless otherwise specified by the terms of this Agreement, all materials and equipment used by Contractor on the Construction Project shall be new and where not otherwise specified, of the most suitable grade for their intended uses. b. All workmanship and materials shall be of a kind and nature acceptable to the City. c. All equipment, materials, and labor provided to, on, or for the Construction Project must be free of defects and nonconformities in design, materials, and workmanship for a minimum period beginning with the commencement of the work on the Construction Project and ending one (1) year from the final completion and acceptance by the City of the Construction Project, regardless of whether such equipment, materials, or labor were supplied directly by Contractor or indirectly by Contractor’s subcontractors or suppliers. Other express warranties on materials that provide for a warranty period longer than one year apply for the period of that express warranty and are not reduced by this provision. Upon receipt of City’s written notice of a defective or nonconforming condition during the warranty period, Contractor shall take all actions, including redesign and replacement, to correct the defective or nonconforming condition within a time frame acceptable to the City and at no additional cost to the City. Contractor shall also, at its sole cost, perform any tests required by City to verify that such defective or nonconforming condition has been corrected. Contractor warrants the corrective action taken against defective and nonconforming conditions for a period of an additional one (1) year from the date of City’s acceptance of the corrective action. d. Contractor and its sureties are liable for the satisfaction and full performance of all warranties. e. Contractor shall give its personal attention to the faithful prosecution of the completion of the Construction Project and Contractor, or its duly authorized representative assigned to serve as the Construction Project Manager, shall be personally present at the site of the Construction Project during working hours for the term of this Agreement until the completion of the Construction Project. f. Contractor shall have a complete, accurate, and up-to-date set of construction plans, drawings, and specifications on site at all times. g. Contractor has examined all available records and made field examinations of the site of the Construction Project. Contractor has knowledge of the field conditions to be encountered during the Construction Project. Contractor has knowledge of the types and character of equipment necessary SAMPLE CONSTRUCTION AGREEMENT Page 5 of 17 for the work, the types of materials needed and the sources of such materials, and the condition of the local labor market. h. Contractor is responsible for the safety of the work and shall maintain all lights, guards, signs, temporary passages, or other protections necessary for that purpose at all times. i. All work must be performed at Contractor’s risk, and Contractor shall promptly repair or replace all damage and loss at its sole cost and expense regardless of the reason or cause of the damage or loss; provided, however, should the damage or loss be caused by an intentional or negligent act of the City, the risk of such loss shall be placed on the City. j. Contractor is responsible for any loss or damage to materials, tools, or other articles used or held for use in the completion of performance of the Construction Project. k. Contractor’s performance must be without damage or disruption to any other work or property of the City or of others and without interference with the operation of existing machinery or equipment. l. Title to all work, materials, and equipment covered by any payment of Contractor’s compensation by City, whether directly incorporated into the Construction Project or not, passes to City at the time of payment, free and clear of all liens and encumbrances. 10. Delays and Extensions of Time: If Contractor’s performance of this Agreement is prevented or delayed by any unforeseen cause beyond the control of the Contractor, including acts or omissions of the City, Contractor shall, within ten (10) days of the commencement of any such delay, give the City written notice thereof. Further, Contractor shall, within ten (10) days of the termination of such delay, give the City written notice of the total actual duration of the delay. If the City is provided with these required notices and if the City determines that the cause of the delay was not foreseeable, was beyond the control of the Contractor, and was not a result of the fault or negligence of the Contractor, then the City will determine the total duration of the delay and extend the time for performance of the Agreement accordingly. Unless the delay is caused by the intentional interference of the City with the Contractor’s performance, Contractor shall make no claim for damages or any other claim other than for an extension of time as herein provided by reason of any delays. 11. Suspension: a. The City may, by written notice to the Contractor and at its convenience for any reason, suspend the performance of all or any portion of the work to be performed on the Construction Project (“Notice of Suspension”). The Notice of Suspension shall set forth the time of suspension, if then known to the City. During the period of suspension, Contractor shall use its best efforts to minimize costs associated with the suspension. SAMPLE CONSTRUCTION AGREEMENT Page 6 of 17 b. Upon Contractor’s receipt of any Notice of Suspension, unless the notice requires otherwise, Contractor shall: (1) immediately discontinue work on the date and to the extent specified in the Notice of Suspension; (2) place no further orders or subcontracts for materials, services, or equipment; (3) promptly make every reasonable effort to obtain suspension upon terms satisfactory to City of all orders, subcontracts, and rental agreements to the extent that they relate to the performance of the work suspended; and (4) continue to protect and maintain the Project, including those portions on which work has been suspended. c. As compensation for the suspended work, Contractor will be reimbursed for the following costs, reasonably incurred, without duplication of any item, and to the extent that such costs directly resulted from the suspension: (1) a standby charge paid during the period of suspension which will be sufficient to compensate Contractor for keeping, to the extent required in the Notice of Suspension, Contractor’s organization and equipment committed to the Project in standby status; (2) all reasonably incurred costs for the demobilization of Contractor’s and subcontractor’s crews and equipment; (3) an equitable amount to reimburse Contractor for the cost to protect and maintain the Project during the period of suspension; and (4) an equitable adjustment in the cost of performing the remaining portion of the work post-suspension if, as a direct result of the suspension, the cost to Contractor of subsequently performing the remaining work on the Construction Project has increased or decreased. d. Upon receipt of written notice by the City to resume the suspended work (“Notice to Resume Work”), Contractor shall immediately resume performance of the suspended work as to the extent required in the Notice to Resume Work. Any claim by Contractor for time or compensation described in Section 11(c) shall be made within fifteen (15) days after receipt of the Notice to Resume Work and Contractor shall submit a revised Construction Schedule for the City’s review and approval. Contractor’s failure to timely make such a claim shall result in a waiver of the claim. e. No compensation described in Section 11(c) shall be paid and no extension of time to complete the Construction Project shall be granted if the suspension results from Contractor’s non-compliance with or breach of the terms or requirements of this Agreement. 12. Termination for Contractor’s Fault: a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails to perform any of its obligations under this Agreement, or otherwise breaches any terms or conditions of this Agreement, the City may, by written notice, terminate this Agreement and the Contractor’s right to proceed with all or any part of the Construction Project (“Termination Notice Due to Contractor’s Fault”). The City may then take over the Construction Project and complete it, either with its own resources or by re-letting the contract to any other SAMPLE CONSTRUCTION AGREEMENT Page 7 of 17 third party, and may immediately take possession of and use such materials, appliances, tools, and equipment as may be on the site and which may be necessary for the completion of the Construction Project. b. In the event of a termination pursuant to this Section 12, Contractor shall be entitled to payment only for those services Contractor actually rendered. In the case of a lump sum or unit price contract, Contractor shall not be entitled to any further payment until the Construction Project has been completed. Upon completion of the Construction Project, if the unpaid balance of the Contractor’s compensation exceeds the cost to the City of completing the work, including all costs paid to any subcontractors or third parties retained by the City to complete the Construction Project and all administrative costs resulting from the termination (“City’s Cost for Completion”), such excess shall be paid to the Contractor. If the City’s Cost for Completion exceeds the unpaid balance of the Contractor’s compensation, then Contractor and its sureties shall be liable for and shall pay the difference, plus interest at the rate applicable to court judgments, to the City. c. Any termination provided for by this Section 12 shall be in addition to any other remedies to which the City may be entitled under the law or at equity. d. In the event of termination under this Section 12, Contractor shall, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 13. Termination for City’s Convenience: a. Should conditions arise which, in the sole opinion and discretion of the City, make it advisable to the City to cease work on the Construction Project, the City may terminate this Agreement by written notice to Contractor (“Notice of Termination for City’s Convenience”). The termination shall be effective in the manner specified in the Notice of Termination for City’s Convenience and shall be without prejudice to any claims that the City may otherwise have against Contractor. b. Upon receipt of the Notice of Termination for City’s Convenience, unless otherwise directed in the Notice, the Contractor shall immediately cease work on the Construction Project, discontinue placing orders for materials, supplies, and equipment for the Construction Project, and make every reasonable effort to cancel all existing orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as may be necessary to preserve, protect, and maintain work already completed, in progress, or in transit to the construction site. SAMPLE CONSTRUCTION AGREEMENT Page 8 of 17 c. In the event of a termination pursuant to this Section 13, Contractor is entitled to payment only for those services Contractor actually rendered and materials actually purchased or which Contractor has made obligations to purchase on or before the receipt of the Notice of Termination for City’s Convenience, and reasonably incurred costs for demobilization of Contractor’s and any subcontractor’s crews. It is agreed that any materials that City is obligated to purchase from Contractor will remain the City’s sole property. d. The compensation described in Section 13(c) is the sole compensation due to Contractor for its performance of this Agreement. Contractor shall, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 14. Limitation on Contractor’s Damages; Time for Asserting Claim: a. In the event of a claim for damages by Contractor under this Agreement, Contractor’s damages shall be limited to contract damages and Contractor hereby expressly waives any right to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature or kind. b. In the event Contractor wants to assert a claim for damages of any kind or nature, Contractor shall provide City with written notice of its claim, the facts and circumstances surrounding and giving rise to the claim, and the total amount of damages sought by the claim, within ten (10) days of the facts and circumstances giving rise to the claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights to assert such claim. 15. Representatives and Notices: a. City’s Representative: The City’s Representative for the purpose of this Agreement shall be or such other individual as City shall designate in writing. Whenever approval or authorization from or communication or submission to City is required by this Agreement, such communication or submission shall be directed to the City’s Representative and approvals or authorizations shall be issued only by such Representative; provided, however, that in exigent circumstances when City’s Representative is not available, Contractor may direct its communication or submission to other designated City personnel or agents and may receive approvals or authorization from such persons. b. Contractor’s Representative: The Contractor’s Representative for the purpose of this Agreement shall be _____________________ or such other individual as Contractor shall designate in writing. Whenever direction to or communication with Contractor is required by this Agreement, such direction or communication shall be directed to Contractor’s Representative; provided, SAMPLE CONSTRUCTION AGREEMENT Page 9 of 17 however, that in exigent circumstances when Contractor’s Representative is not available, City may direct its direction or communication to other designated Contractor personnel or agents. c. Notices: All notices required by this Agreement shall be in writing and shall be provided to the Representatives named in this Section. Notices shall be deemed given when delivered, if delivered by courier to Party’s address shown above during normal business hours of the recipient; or when sent, if sent by email or fax (with a successful transmission report) to the email address or fax number provided by the Party’s Representative; or on the fifth business day following mailing, if mailed by ordinary mail to the address shown above, postage prepaid. 16. Locating Underground Facilities: Contractor shall be responsible for obtaining and determining the location of any underground facilities, including but not limited to, the location of any pipelines or utility supply, delivery, or service lines in accordance with the provisions of §69-4-501, et seq., Montana Code Annotated (MCA). Contractor shall make every effort to avoid damage to underground facilities and shall be solely responsible for any damage that may occur. If City personnel assume responsibility for locating any underground facilities, this fact shall be noted in writing prior to commencement of such location work. 17. Permits: Contractor shall provide all notices, comply with all applicable laws, ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman business license, and inspections from applicable governmental authorities, pay all fees and charges in connection therewith, and perform all surveys and locations necessary for the timely completion of the Construction Project. 18. Ownership of Documents; Indemnification: All plans, designs, drawings, specifications, documents, sample results and data, in whatever medium or format, originated or prepared by or for Contractor in contemplation of, or in the course of, or as a result of this Agreement or work on the Construction Project, shall be promptly furnished to the City (“City Documents and Information”). All City Documents and Information shall be the exclusive property of the City and shall be deemed to be works-for-hire. Contractor hereby assigns all right, title, and interest in and to the City Documents and Information, including but not limited to, all copyright and patent rights in and to the City Documents and Information. Neither party grants to the other any express or implied licenses under any patents, copyrights, trademarks, or other intellectual property rights, except to the extent necessary to complete its obligations to the other under this Agreement. 19. Laws and Regulations: Contractor shall comply fully with all applicable state and federal laws, regulations, and municipal ordinances including, but not limited to, all workers’ compensation laws, all environmental laws including, but not limited to, the generation and disposal of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and State building and electrical SAMPLE CONSTRUCTION AGREEMENT Page 10 of 17 codes, the Americans with Disabilities Act, and all non- discrimination, affirmative action, and utilization of minority and small business statutes and regulations. 20. Nondiscrimination and Equal Pay: The Contractor agrees that all hiring by Contractor of persons performing this Agreement shall be on the basis of merit and qualifications. The Contractor will have a policy to provide equal employment opportunity in accordance with all applicable state and federal anti-discrimination laws, regulations, and contracts. The Contractor will not refuse employment to a person, bar a person from employment, or discriminate against a person in compensation or in a term, condition, or privilege of employment because of race, color, religion, creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation, gender identity, physical or mental disability, except when the reasonable demands of the position require an age, physical or mental disability, marital status or sex distinction. The Contractor shall be subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all regulations promulgated thereunder. Contractor represents it is, and for the term of this Agreement will be, in compliance with the requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act). Contractor must report to the City any violations of the Montana Equal Pay Act that Contractor has been found guilty of within 60 days of such finding for violations occurring during the term of this Agreement. Contractor shall require these nondiscrimination terms of its subcontractors providing services under this Agreement. 21. Intoxicants; DOT Drug and Alcohol Regulations : Contractor shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs, upon the site of the Construction Project. Contractor acknowledges it is aware of and shall comply with its responsibilities and obligations under the U.S. Department of Transportation (DOT) regulations governing anti-drug and alcohol misuse prevention plans and related testing. City shall have the right to request proof of such compliance and Contractor shall be obligated to furnish such proof. The Contractor shall be responsible for instructing and training the Contractor's employees and agents in proper and specified work methods and procedures. The Contractor shall provide continuous inspection and supervision of the work performed. The Contractor is responsible for instructing its employees and agents in safe work practices. 22. Labor Relations: a. In the event that, during the term of this Agreement and throughout the course of Contractor’s performance of the Construction Project, any labor problems or disputes of any type arise or materialize which in turn cause any work on the Construction Project to cease for any period of time, Contractor specifically agrees to take immediate steps, at its own expense and without expectation of reimbursement from City, to alleviate or resolve all such labor problems or disputes. The specific steps Contractor shall take to resume work SAMPLE CONSTRUCTION AGREEMENT Page 11 of 17 on the Construction Project shall be left to the discretion of Contractor; provided, however, that Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief to the City so as to permit the work on the Construction Project to resume and be completed within the time frames set forth in the Construction Schedule at no additional cost to City. b. Contractor shall indemnify, defend, and hold the City harmless from any and all claims, demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in connection with any labor problems or disputes or any delays or stoppages of work associated with such problems or disputes. 23. Subcontractors: a. Contractor may employ subcontractors for any work on the Construction Project. Contractor shall provide City with a list of all subcontractors employed. b. Contractor remains fully responsible for the acts and omissions of any subcontractor, just as Contractor is for its own acts and omissions, and Contractor shall remain fully responsible and liable for the timely completion of the Construction Project. c. Contractor is solely liable for any and all payments to subcontractors. Contractor shall hold all payments received from the City in trust for the benefit of subcontractors, and all such payments shall be used to satisfy obligations of the Construction Project before being used for any other purpose. Contractor shall make any payments due to any subcontractor within seven (7) days of Contractor’s receipt of payment, including a proportional part of the retainage Contractor has received from the City. In the event of a dispute regarding any subcontractor’s invoice, Contractor shall promptly pay the undisputed amount to the subcontractor and notify the subcontractor in writing of the amount in dispute and the reasons for the dispute. Any withholding of payment must comply with the requirements of §28-2-2103, MCA. In the event Contractor is unwilling or unable to make timely and proper payment to any subcontractor, City may elect to withhold any payment otherwise due to Contractor and upon seven (7) days’ written notice to Contractor, may pay subcontractor by direct or joint payment. 24. Indebtedness and Liens: Before City may make any final payment to Contractor, Contractor shall furnish City with satisfactory proof that there are no outstanding debts or liens in connection with the Construction Project. If the Contractor allows any indebtedness to accrue to subcontractors or others during the progress of the work, and fails to pay or discharge the same within five (5) days after demand, then City may either withhold any money due to Contractor until such indebtedness is paid or apply the same towards the discharge of the indebtedness. If any lien or claim is filed or made by any subcontractor, material supplier, or any other person, the Contractor SAMPLE CONSTRUCTION AGREEMENT Page 12 of 17 shall immediately notify the City and shall cause the same to be discharged of record within thirty (30) days after its filing. 25. Hazard Communication: Contractor shall comply with all hazard communication requirements dictated by the Environmental Protection Agency, the Montana Department of Agriculture, OSHA, Hazard Communications Standard, 29 CFR 1910.1200, and applicable City ordinances. Contractor shall supply a chemical list, the associated material safety data sheets (MSDS), and other pertinent health exposure data for chemicals that the Contractor’s, subcontractor’s or the City’s employees may be exposed to while working on City property during the course of the Construction Project. One copy of this documentation must be delivered to City to the attention of the City’s Representative. This documentation must be delivered before work involving these chemicals may commence. 26. Accounts and Records: During the term of this Agreement and for two (2) years following the City’s final acceptance of the Construction Project, Contractor shall maintain accounts and records related to the Construction Project. Upon reasonable notice, City shall have the right to inspect all such accounts and records, including but not limited to, Contractor’s records, books, correspondence, instructions, drawings, specifications, field and site notes, receipts, invoices, bills, contracts, or other documents relating to the Construction Project. 27. Indemnification; Insurance; Bonds: a. Contractor agrees to release, defend, indemnify, and hold harmless the City, its agents, representatives, employees, and officers (collectively referred to for purposes of this Section as the City) from and against any and all claims, demands, actions, fees and costs (including attorney’s fees and the costs and fees of and expert witness and consultants), losses, expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or damages of whatever kind or nature connected therewith and without limit and without regard to the cause or causes thereof or the negligence of any party or parties that may be asserted against, recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or (ii) any negligent, reckless, or intentional misconduct of any of the Contractor’s agents. b. Such obligations shall not be construed to negate, abridge, or reduce other rights or obligations of indemnity that would otherwise exist. The indemnification obligations of this Section must not be construed to negate, abridge, or reduce any common-law or statutory rights of the indemnitee(s) which would otherwise exist as to such indemnitee(s). c. Contractor’s indemnity under this Section shall be without regard to and without any right to contribution from any insurance maintained by City. SAMPLE CONSTRUCTION AGREEMENT Page 13 of 17 d. Should the City be required to bring an action against the Contractor to assert its right to defense or indemnification under this Agreement or under the Contractor’s applicable insurance policies required below the City shall be entitled to recover reasonable costs and attorney fees incurred in asserting its right to indemnification or defense but only if a court of competent jurisdiction determines the Contractor was obligated to defend the claim(s) or was obligated to indemnify the City for a claim(s) or any portion(s) thereof. e. In the event of an action filed against the City resulting from the City’s performance under this Agreement, the City may elect to represent itself and incur all costs and expenses of suit. f. Contractor also waives any and all claims and recourse against the City, including the right of contribution for loss or damage to person or property arising from, growing out of, or in any way connected with or incident to the performance of this Agreement except “responsibility for [City’s] own fraud, for willful injury to the person or property of another, or for violation of law, whether willful or negligent” as per 28-2-702, MCA. g. These obligations shall survive termination of this Agreement and the services performed hereunder. h. In addition to and independent from the above, Contractor shall at Contractor’s expense secure insurance coverage through an insurance company or companies duly licensed and authorized to conduct insurance business in Montana which insures the liabilities and obligations specifically assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion for liabilities specifically assumed by the Contractor in subsection (a) of this Section. The insurance shall cover and apply to all claims, demands, suits, damages, losses, and expenses that may be asserted or claimed against, recovered from, or suffered by the City without limit and without regard to the cause therefore and which is acceptable to the City. Contractor shall furnish to the City an accompanying certificate of insurance and accompanying endorsements in amounts not less than as shown below:  Workers’ Compensation – not less than statutory limits;  Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;  Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;  Products and Completed Operations – $1,000,000;  Automobile Liability - $1,000,000 property damage/bodily injury; $2,000,000 annual aggregate (all owned, hired, non-owned vehicles); SAMPLE CONSTRUCTION AGREEMENT Page 14 of 17  Builder’s Risk/Property Insurance at least as broad as that provided by the ISO special causes of loss form (CP10 30) naming at a minimum the City in an amount equal to greater of Contractor’s compensation or full replacement value of the work (covering at a minimum all work, buildings, materials and equipment, whether on site or in transit, loss due to fire, lightening, theft, vandalism, malicious mischief, earthquake, collapse, debris removal, demolition occasioned by enforcement of laws, water damage, flood if site within a flood plain, repair or replacement costs, testing and start-up costs) on an all risk coverage basis. This insurance must include waivers of subrogation between the City and Contractor to the extent that damage to the Construction Project or City Hall is covered by other insurance;  Owner’s and Contractor’s Protective Liability : one policy designating the City (including its agents, representatives, employees, and officers) as the insured and another independent policy designated the City’s Representative (including its consultants, consultants, agents and employees) as the insured on the declarations with both policies covering: (i) operations performed by the Contractor under this Agreement for the City; and (ii) the City’s and City’s Representatives acts or omissions, including negligent acts, in connection with its general supervision of the work of the Contractor’s and its subcontractors - $1,000,000 per occurrence; $2,000,000 aggregate;  Contractual Liability Insurance (covering the Contractor’s indemnity obligations described in this Agreement) - $1,000,000 per occurrence $2,000,000 aggregate The amounts of insurance provided shall be exclusive of defense costs. The City of Bozeman shall be endorsed as an additional or named insured on a primary non- contributory basis on both the Commercial General and Automobile Liability policies. The insurance and required endorsements must be in a form suitable to City and shall include no less than a thirty (30) day notice of cancellation or non-renewal. Contractor shall notify City within two (2) business days of Contractor’s receipt of notice that any required insurance coverage will be terminated or Contractor’s decision to terminate any required insurance coverage for any reason. The City must approve all insurance coverage and endorsements prior to the Contractor commencing work. i. Pursuant to the City’s authority provided for in 18-2-201(4), the Contractor shall not be required to provide bonds as required by 18-2-201(1) under this Agreement. SAMPLE CONSTRUCTION AGREEMENT Page 15 of 17 28. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all appropriate employee withholdings. Contractor understands that all contractors or subcontractors working on a publicly funded project are required to pay or have withheld from earnings a license fee of one percent (1%) of the gross contract price if the gross contract price is Five Thousand Dollars ($5,000) or more. This license fee is paid to the Montana Department of Revenue. 29. Dispute Resolution: a. Any claim, controversy, or dispute between the parties, their agents, employees, or representatives shall be resolved first by negotiation between senior-level personnel from each party duly authorized to execute settlement agreements. Upon mutual agreement of the parties, the parties may invite an independent, disinterested mediator to assist in the negotiated settlement discussions. b. If the parties are unable to resolve the dispute within thirty (30) days from the date the dispute was first raised, then such dispute shall be resolved in a court of competent jurisdiction in compliance with the Applicable Law provisions of this Agreement. 30. Survival: Contractor’s indemnification and warranty obligations shall survive the termination or expiration of this Agreement for the maximum period allowed under applicable law. 31. Headings: The headings used in this Agreement are for convenience only and are not be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to which they refer. 32. Waiver: A waiver by City of any default or breach by Contractor of any covenants, terms, or conditions of this Agreement does not limit City’s right to enforce such covenants, terms, or conditions or to pursue City’s rights in the event of any subsequent default or breach. 33. Attorney’s Fees and Costs: In the event it becomes necessary for either Party to retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice required herein, then the prevailing Party or the Party giving notice shall be entitled to reasonable attorney's fees and costs, including fees, salary, and costs of in-house counsel including the City Attorney’s Office staff. 34. Severability: If any portion of this Agreement is held to be void or unenforceable, the balance thereof shall continue in effect. 35. Applicable Law: The parties agree that this Agreement is governed in all respects by the laws of the State of Montana. 36. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs, legal representatives, successors, and assigns of the parties. SAMPLE CONSTRUCTION AGREEMENT Page 16 of 17 37. Amendments: This Agreement may not be modified, amended, or changed in any respect except by a written document signed by all parties. 38. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or enforced by a third party. 38. Counterparts: This Agreement may be executed in counterparts, which together constitute one instrument. 39. Assignment: Contractor may not assign this Agreement in whole or in part without the prior written consent of the City. No assignment will relieve Contractor of its responsibility for the performance of the Agreement and the completion of the Construction Project. Contractor may not assign to any third party other than Contractor’s subcontractors on the Construction Project, the right to receive monies due from City without the prior written consent of City. 40. Authority: Each party represents that it has full power and authority to enter into and perform this Agreement and the person signing this Agreement on behalf of each party has been properly authorized and empowered to sign this Agreement. 41. Independent Contractor: The parties agree and acknowledge that in the performance of this Agreement and the completion of the Construction Project, Contractor shall render services as an independent contractor and not as the agent, representative, subcontractor, or employee of the City. The parties further agree that all individuals and companies retained by Contractor at all times will be considered the agents, employees, or independent contractors of Contractor and at no time will they be the employees, agents, or representatives of the City. 42. Integration: This Agreement and all Exhibits attached hereto constitute the entire agreement of the parties. Covenants or representations not contained therein or made a part thereof by reference, are not binding upon the parties. There are no understandings between the parties other than as set forth in this Agreement. All communications, either verbal or written, made prior to the date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this Agreement by reference. 43. Consent to Electronic Signatures: The Parties have consented to execute this Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act, Title 30, Chapter 18, Part 1, MCA. **** END OF AGREEMENT EXCEPT FOR SIGNATURES **** IN WITNESS WHEREOF, Contractor and City have caused this Agreement to be executed, effective on the date written above, and intend to be legally bound thereby. SAMPLE CONSTRUCTION AGREEMENT Page 17 of 17 CITY OF BOZEMAN, MONTANA CONTRACTOR By: Print Name: Chuck Winn, Title: City Manager By: Print Name: Title: APPROVED AS TO FORM: By: Greg Sullivan, City Attorney EJCDC® C-610, Performance Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 1 of 4 PERFORMANCE BOND Contractor Name: [Full formal name of Contractor] Address (principal place of business): [Address of Contractor’s principal place of business] Surety Name: [Full formal name of Surety] Address (principal place of business): [Address of Surety’s principal place of business] Owner Name: [Full formal name of Owner] Address (principal place of business): [Address of Owner’s principal place of business] Contract Description (name and location): [Owner’s project/contract name, and location of the project] Contract Price: [Amount from Contract] Effective Date of Contract: [Date from Contract] Bond Bond Amount: [Amount] Date of Bond: [Date] (Date of Bond cannot be earlier than Effective Date of contract) Modifications to this Bond form: ☐ None ☐ See Paragraph 16 Surety and Contractor, intending to be legally bound hereby, subject to the terms set forth in this Performance Bond, do each cause this Performance Bond to be duly executed by an authorized officer, agent, or representative. Contractor as Principal Surety (Full formal name of Contractor) (Full formal name of Surety) (corporate seal) By: By: (Signature) (Signature)(Attach Power of Attorney) Name: Name: (Printed or typed) (Printed or typed) Title: Title: Attest: Attest: (Signature) (Signature) Name: Name: (Printed or typed) (Printed or typed) Title: Title: Notes: (1) Provide supplemental execution by any additional parties, such as joint venturers. (2) Any singular reference to Contractor, Surety, Owner, or other party is considered plural where applicable. EJCDC® C-610, Performance Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 2 of 4 1. The Contractor and Surety, jointly and severally, bind themselves, their heirs, executors, administrators, successors, and assigns to the Owner for the performance of the Construction Contract, which is incorporated herein by reference. 2. If the Contractor performs the Construction Contract, the Surety and the Contractor shall have no obligation under this Bond, except when applicable to participate in a conference as provided in Paragraph 3. 3. If there is no Owner Default under the Construction Contract, the Surety’s obligation under this Bond will arise after: 3.1. The Owner first provides notice to the Contractor and the Surety that the Owner is considering declaring a Contractor Default. Such notice may indicate whether the Owner is requesting a conference among the Owner, Contractor, and Surety to discuss the Contractor’s performance. If the Owner does not request a conference, the Surety may, within five (5) business days after receipt of the Owner’s notice, request such a conference. If the Surety timely requests a conference, the Owner shall attend. Unless the Owner agrees otherwise, any conference requested under this Paragraph 3.1 will be held within ten (10) business days of the Surety’s receipt of the Owner’s notice. If the Owner, the Contractor, and the Surety agree, the Contractor shall be allowed a reasonable time to perform the Construction Contract, but such an agreement does not waive the Owner’s right, if any, subsequently to declare a Contractor Default; 3.2. The Owner declares a Contractor Default, terminates the Construction Contract and notifies the Surety; and 3.3. The Owner has agreed to pay the Balance of the Contract Price in accordance with the terms of the Construction Contract to the Surety or to a contractor selected to perform the Construction Contract. 4. Failure on the part of the Owner to comply with the notice requirement in Paragraph 3.1 does not constitute a failure to comply with a condition precedent to the Surety’s obligations, or release the Surety from its obligations, except to the extent the Surety demonstrates actual prejudice. 5. When the Owner has satisfied the conditions of Paragraph 3, the Surety shall promptly and at the Surety’s expense take one of the following actions: 5.1. Arrange for the Contractor, with the consent of the Owner, to perform and complete the Construction Contract; 5.2. Undertake to perform and complete the Construction Contract itself, through its agents or independent contractors; 5.3. Obtain bids or negotiated proposals from qualified contractors acceptable to the Owner for a contract for performance and completion of the Construction Contract, arrange for a contract to be prepared for execution by the Owner and a contractor selected with the Owners concurrence, to be secured with performance and payment bonds executed by a qualified surety equivalent to the bonds issued on the Construction Contract, and pay to the Owner the amount of damages as described in Paragraph 7 in excess of the Balance of the Contract Price incurred by the Owner as a result of the Contractor Default; or 5.4. Waive its right to perform and complete, arrange for completion, or obtain a new contractor, and with reasonable promptness under the circumstances: EJCDC® C-610, Performance Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 3 of 4 5.4.1 After investigation, determine the amount for which it may be liable to the Owner and, as soon as practicable after the amount is determined, make payment to the Owner; or 5.4.2 Deny liability in whole or in part and notify the Owner, citing the reasons for denial. 6. If the Surety does not proceed as provided in Paragraph 5 with reasonable promptness, the Surety shall be deemed to be in default on this Bond seven days after receipt of an additional written notice from the Owner to the Surety demanding that the Surety perform its obligations under this Bond, and the Owner shall be entitled to enforce any remedy available to the Owner. If the Surety proceeds as provided in Paragraph 5.4, and the Owner refuses the payment, or the Surety has denied liability, in whole or in part, without further notice, the Owner shall be entitled to enforce any remedy available to the Owner. 7. If the Surety elects to act under Paragraph 5.1, 5.2, or 5.3, then the responsibilities of the Surety to the Owner will not be greater than those of the Contractor under the Construction Contract, and the responsibilities of the Owner to the Surety will not be greater than those of the Owner under the Construction Contract. Subject to the commitment by the Owner to pay the Balance of the Contract Price, the Surety is obligated, without duplication for: 7.1. the responsibilities of the Contractor for correction of defective work and completion of the Construction Contract; 7.2. additional legal, design professional, and delay costs resulting from the Contractor’s Default, and resulting from the actions or failure to act of the Surety under Paragraph 5; and 7.3. liquidated damages, or if no liquidated damages are specified in the Construction Contract, actual damages caused by delayed performance or non-performance of the Contractor. 8. If the Surety elects to act under Paragraph 5.1, 5.3, or 5.4, the Surety’s liability is limited to the amount of this Bond. 9. The Surety shall not be liable to the Owner or others for obligations of the Contractor that are unrelated to the Construction Contract, and the Balance of the Contract Price will not be reduced or set off on account of any such unrelated obligations. No right of action will accrue on this Bond to any person or entity other than the Owner or its heirs, executors, administrators, successors, and assigns. 10. The Surety hereby waives notice of any change, including changes of time, to the Construction Contract or to related subcontracts, purchase orders, and other obligations. 11. Any proceeding, legal or equitable, under this Bond must be instituted in any court of competent jurisdiction in the location in which the work or part of the work is located and must be instituted within two years after a declaration of Contractor Default or within two years after the Contractor ceased working or within two years after the Surety refuses or fails to perform its obligations under this Bond, whichever occurs first. If the provisions of this paragraph are void or prohibited by law, the minimum periods of limitations available to sureties as a defense in the jurisdiction of the suit will be applicable. 12. Notice to the Surety, the Owner, or the Contractor must be mailed or delivered to the address shown on the page on which their signature appears. 13. When this Bond has been furnished to comply with a statutory or other legal requirement in the location where the construction was to be performed, any provision in this Bond EJCDC® C-610, Performance Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 4 of 4 conflicting with said statutory or legal requirement will be deemed deleted therefrom and provisions conforming to such statutory or other legal requirement will be deemed incorporated herein. When so furnished, the intent is that this Bond will be construed as a statutory bond and not as a common law bond. 14. Definitions 14.1. Balance of the Contract Price—The total amount payable by the Owner to the Contractor under the Construction Contract after all proper adjustments have been made including allowance for the Contractor for any amounts received or to be received by the Owner in settlement of insurance or other claims for damages to which the Contractor is entitled, reduced by all valid and proper payments made to or on behalf of the Contractor under the Construction Contract. 14.2. Construction Contract—The agreement between the Owner and Contractor identified on the cover page, including all Contract Documents and changes made to the agreement and the Contract Documents. 14.3. Contractor Default—Failure of the Contractor, which has not been remedied or waived, to perform or otherwise to comply with a material term of the Construction Contract. 14.4. Owner Default—Failure of the Owner, which has not been remedied or waived, to pay the Contractor as required under the Construction Contract or to perform and complete or comply with the other material terms of the Construction Contract. 14.5. Contract Documents—All the documents that comprise the agreement between the Owner and Contractor. 15. If this Bond is issued for an agreement between a contractor and subcontractor, the term Contractor in this Bond will be deemed to be Subcontractor and the term Owner will be deemed to be Contractor. 16. Modifications to this Bond are as follows: [Describe modification or enter “None”] EJCDC® C-615, Payment Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 1 of 4 PAYMENT BOND Contractor Name: [Full formal name of Contractor] Address (principal place of business): [Address of Contractor’s principal place of business] Surety Name: [Full formal name of Surety] Address (principal place of business): [Address of Surety’s principal place of business] Owner Name: [Full formal name of Owner] Address (principal place of business): [Address of Owner’s principal place of business] Contract Description (name and location): [Owner’s project/contract name, and location of the project] Contract Price: [Amount from Contract] Effective Date of Contract: [Date from Contract] Bond Bond Amount: [Amount] Date of Bond: [Date] (Date of Bond cannot be earlier than Effective Date of contract) Modifications to this Bond form: ☐ None ☐ See Paragraph 18 Surety and Contractor, intending to be legally bound hereby, subject to the terms set forth in this Performance Bond, do each cause this Performance Bond to be duly executed by an authorized officer, agent, or representative. Contractor as Principal Surety (Full formal name of Contractor) (Full formal name of Surety) (corporate seal) By: By: (Signature) (Signature)(Attach Power of Attorney) Name: Name: (Printed or typed) (Printed or typed) Title: Title: Attest: Attest: (Signature) (Signature) Name: Name: (Printed or typed) (Printed or typed) Title: Title: Notes: (1) Provide supplemental execution by any additional parties, such as joint venturers. (2) Any singular reference to Contractor, Surety, Owner, or other party is considered plural where applicable. EJCDC® C-615, Payment Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 2 of 4 1. The Contractor and Surety, jointly and severally, bind themselves, their heirs, executors, administrators, successors, and assigns to the Owner to pay for labor, materials, and equipment furnished for use in the performance of the Construction Contract, which is incorporated herein by reference, subject to the following terms. 2. If the Contractor promptly makes payment of all sums due to Claimants, and defends, indemnifies, and holds harmless the Owner from claims, demands, liens, or suits by any person or entity seeking payment for labor, materials, or equipment furnished for use in the performance of the Construction Contract, then the Surety and the Contractor shall have no obligation under this Bond. 3. If there is no Owner Default under the Construction Contract, the Surety’s obligation to the Owner under this Bond will arise after the Owner has promptly notified the Contractor and the Surety (at the address described in Paragraph 13) of claims, demands, liens, or suits against the Owner or the Owner’s property by any person or entity seeking payment for labor, materials, or equipment furnished for use in the performance of the Construction Contract, and tendered defense of such claims, demands, liens, or suits to the Contractor and the Surety. 4. When the Owner has satisfied the conditions in Paragraph 3, the Surety shall promptly and at the Surety’s expense defend, indemnify, and hold harmless the Owner against a duly tendered claim, demand, lien, or suit. 5. The Surety’s obligations to a Claimant under this Bond will arise after the following: 5.1. Claimants who do not have a direct contract with the Contractor 5.1.1. have furnished a written notice of non-payment to the Contractor, stating with substantial accuracy the amount claimed and the name of the party to whom the materials were, or equipment was, furnished or supplied or for whom the labor was done or performed, within ninety (90) days after having last performed labor or last furnished materials or equipment included in the Claim; and 5.1.2. have sent a Claim to the Surety (at the address described in Paragraph 13). 5.2. Claimants who are employed by or have a direct contract with the Contractor have sent a Claim to the Surety (at the address described in Paragraph 13). 6. If a notice of non-payment required by Paragraph 5.1.1 is given by the Owner to the Contractor, that is sufficient to satisfy a Claimant’s obligation to furnish a written notice of non-payment under Paragraph 5.1.1. 7. When a Claimant has satisfied the conditions of Paragraph 5.1 or 5.2, whichever is applicable, the Surety shall promptly and at the Surety’s expense take the following actions: 7.1. Send an answer to the Claimant, with a copy to the Owner, within sixty (60) days after receipt of the Claim, stating the amounts that are undisputed and the basis for challenging any amounts that are disputed; and 7.2. Pay or arrange for payment of any undisputed amounts. 7.3. The Surety’s failure to discharge its obligations under Paragraph 7.1 or 7.2 will not be deemed to constitute a waiver of defenses the Surety or Contractor may have or acquire as to a Claim, except as to undisputed amounts for which the Surety and Claimant have reached agreement. If, however, the Surety fails to discharge its EJCDC® C-615, Payment Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 3 of 4 obligations under Paragraph 7.1 or 7.2, the Surety shall indemnify the Claimant for the reasonable attorney’s fees the Claimant incurs thereafter to recover any sums found to be due and owing to the Claimant. 8. The Surety’s total obligation will not exceed the amount of this Bond, plus the amount of reasonable attorney’s fees provided under Paragraph 7.3, and the amount of this Bond will be credited for any payments made in good faith by the Surety. 9. Amounts owed by the Owner to the Contractor under the Construction Contract will be used for the performance of the Construction Contract and to satisfy claims, if any, under any construction performance bond. By the Contractor furnishing and the Owner accepting this Bond, they agree that all funds earned by the Contractor in the performance of the Construction Contract are dedicated to satisfying obligations of the Contractor and Surety under this Bond, subject to the Owner’s priority to use the funds for the completion of the work. 10. The Surety shall not be liable to the Owner, Claimants, or others for obligations of the Contractor that are unrelated to the Construction Contract. The Owner shall not be liable for the payment of any costs or expenses of any Claimant under this Bond, and shall have under this Bond no obligation to make payments to or give notice on behalf of Claimants, or otherwise have any obligations to Claimants under this Bond. 11. The Surety hereby waives notice of any change, including changes of time, to the Construction Contract or to related subcontracts, purchase orders, and other obligations. 12. No suit or action will be commenced by a Claimant under this Bond other than in a court of competent jurisdiction in the state in which the project that is the subject of the Construction Contract is located or after the expiration of one year from the date (1) on which the Claimant sent a Claim to the Surety pursuant to Paragraph 5.1.2 or 5.2, or (2) on which the last labor or service was performed by anyone or the last materials or equipment were furnished by anyone under the Construction Contract, whichever of (1) or (2) first occurs. If the provisions of this paragraph are void or prohibited by law, the minimum period of limitation available to sureties as a defense in the jurisdiction of the suit will be applicable. 13. Notice and Claims to the Surety, the Owner, or the Contractor must be mailed or delivered to the address shown on the page on which their signature appears. Actual receipt of notice or Claims, however accomplished, will be sufficient compliance as of the date received. 14. When this Bond has been furnished to comply with a statutory or other legal requirement in the location where the construction was to be performed, any provision in this Bond conflicting with said statutory or legal requirement will be deemed deleted here from and provisions conforming to such statutory or other legal requirement will be deemed incorporated herein. When so furnished, the intent is that this Bond will be construed as a statutory bond and not as a common law bond. 15. Upon requests by any person or entity appearing to be a potential beneficiary of this Bond, the Contractor and Owner shall promptly furnish a copy of this Bond or shall permit a copy to be made. 16. Definitions 16.1. Claim—A written statement by the Claimant including at a minimum: 16.1.1. The name of the Claimant; 16.1.2. The name of the person for whom the labor was done, or materials or equipment furnished; EJCDC® C-615, Payment Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 4 of 4 16.1.3. A copy of the agreement or purchase order pursuant to which labor, materials, or equipment was furnished for use in the performance of the Construction Contract; 16.1.4. A brief description of the labor, materials, or equipment furnished; 16.1.5. The date on which the Claimant last performed labor or last furnished materials or equipment for use in the performance of the Construction Contract; 16.1.6. The total amount earned by the Claimant for labor, materials, or equipment furnished as of the date of the Claim; 16.1.7. The total amount of previous payments received by the Claimant; and 16.1.8. The total amount due and unpaid to the Claimant for labor, materials, or equipment furnished as of the date of the Claim. 16.2. Claimant—An individual or entity having a direct contract with the Contractor or with a subcontractor of the Contractor to furnish labor, materials, or equipment for use in the performance of the Construction Contract. The term Claimant also includes any individual or entity that has rightfully asserted a claim under an applicable mechanic’s lien or similar statute against the real property upon which the Project is located. The intent of this Bond is to include without limitation in the terms of “labor, materials, or equipment” that part of the water, gas, power, light, heat, oil, gasoline, telephone service, or rental equipment used in the Construction Contract, architectural and engineering services required for performance of the work of the Contractor and the Contractor’s subcontractors, and all other items for which a mechanic’s lien may be asserted in the jurisdiction where the labor, materials, or equipment were furnished. 16.3. Construction Contract—The agreement between the Owner and Contractor identified on the cover page, including all Contract Documents and all changes made to the agreement and the Contract Documents. 16.4. Owner Default—Failure of the Owner, which has not been remedied or waived, to pay the Contractor as required under the Construction Contract or to perform and complete or comply with the other material terms of the Construction Contract. 16.5. Contract Documents—All the documents that comprise the agreement between the Owner and Contractor. 17. If this Bond is issued for an agreement between a contractor and subcontractor, the term Contractor in this Bond will be deemed to be Subcontractor and the term Owner will be deemed to be Contractor. 18. Modifications to this Bond are as follows: [Describe modification or enter “None”] NOTICE OF AWARD 1 NOTICE OF AWARD Dated Project: Owner: Owner’s Contract No.: Contract: Engineer’s Project No.: Bidder: Bidder’s Address: You are notified that your Bid dated for the above Contract has been considered. You are the Successful Bidder and are awarded a Contract for . The Contract Price of your Contract is Two copy(s) of each of the proposed Contract Documents (Project Manual) accompany this Notice of Award. Two sets of the Construction Drawings and Engineering Report are included separately. You must comply with the following conditions precedent within fifteen [15] days of the date you receive this Notice of Award. 1. Deliver to the Owner [two] fully executed counterparts of the Contract Documents. 2. Deliver with the executed Contract Documents, Contract Bonds (2 original copies) as specified in the Construction Agreement, Exhibit H (Required Bonds). 3. Other conditions precedent: 1) Provide two original certificates of general liability insurance and two original copies of other required insurance documents, in accordance with the Construction Agreement, Exhibit G (Required Insurance Coverage). 2) Contractor shall ensure they are registered with the Department of Labor and have a current City of Great Falls Business License. 3) Provide other necessary permits as applicable. Failure to comply with these conditions within the time specified will entitle Owner to consider you in default, annul this Notice of Award and declare your Bid security forfeited. Within fifteen [15] days after you comply with the above conditions, Owner will return to you one fully executed counterpart of the Contract Documents. Owner By: Authorized Signature Title ____Initial and Return Copy to Engineer NOTICE TO PROCEED 1 NOTICE TO PROCEED Dated Project: Owner: Owner’s Contract No.: Contract: Engineer’s Project No.: Contractor: Contractor’s Address: You are notified that the Contract Times under the above contract will commence to run on ______________________ . On or before that date, you are to start performing your obligations under the Contract Documents. In accordance with the Agreement, the date of Substantial Completion is , unless there is a shut down due to weather. Also before you may start any Work at the Site, you must: 1. Provide submittals, as pertinent to initiating work at the site 2. Contact the city inspector listed on pre-construction agenda to coordinate construction schedule. 3. Obtain all necessary permits Owner Given By: Authorized Signature Title Date ________ Initial and Return a Copy to Engineer MEASUREMENT AND PAYMENT SCOPE: The following description of work, measurement of pay quantity, and method of payment shall govern payment to Contractor under this Contract. Payment for these items shall be full compensation for the completed item of work furnished and installed, and the cost of any incidental work or materials required to complete the item. BID ITEM DESCRIPTION 101. Renovations: Measurement and Payment shall be made at the contract Lump Sum price for “Renovations.” All costs for mobilization, labor, materials, and equipment as necessary for preparation and installation of new mechanical equipment per the Plans and Divisions 1, 2, 23, and 26 Specifications. Work includes, but is not limited to, removal of three existing heating hot water boilers to include miscellaneous piping, accessories, valves, drains, etc, and replacement with three high efficiency modular condensing boilers to include all supporting piping and accessory items detailed in the plans, as well electrical work to support mechanical and temperature control system renovations. There is a deductive bid alternate as well as an additive alternate to convert the heating hot water plant to variable primary flow. END OF SECTION NONDISCRIMINATION AND EQUAL PAY AFFIRMATION PAGE 1 OF 1 NONDISCRIMINATION AND EQUAL PAY AFFIRMATION ____________________________________(name of entity submitting) hereby affirms it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and acknowledges and understands the eventual contract will contain a provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring and treatments or proposer’s employees and to all subcontracts. In addition, ____________________________________(name of entity submitting) hereby affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work “best practices” website, https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication and has read the material. ______________________________________ Name and title of person authorized to sign on behalf of submitter BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana SUMMARY 011000 - 1 SECTION 011000 – SUMMARY PART 1 GENERAL 1.1 PROJECT A. Project Name: Bozeman Public Library Boiler Replacement B. Owner's Name: City of Bozeman C. Engineer's Name: TD&H Engineering D. The Project consists of the removal of three existing heating hot water boilers to include miscellaneous piping, accessories, valves, drains, etc, and replacement with three high efficiency modular condensing boilers to include all supporting piping and accessory items detailed in the plans. There is a deductive bid alternate as well as an additive alternate to convert the heating hot water plant to variable primary flow. 1.2 CONTRACT DESCRIPTION A. Contract Type: A single prime contract based on a Stipulated Price. 1.3 DESCRIPTION OF ALTERATIONS WORK A. HVAC (Hydronics) and Temperature Controls: Replace existing system components with new construction. B. Electrical Power and Lighting: Alter existing system and add new construction, keeping existing in operation. 1.4 OWNER OCCUPANCY A. Owner (and the Public) will occupy the existing building during the entire construction period. B. Cooperate with Owner to minimize conflict and to facilitate Owner's operations. C. Schedule the Work to accommodate Owner occupancy. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana SUMMARY 011000 - 2 1.5 CONTRACTOR USE OF SITE AND PREMISES A. Provide access to and from site as required by law and by Owner: 1. Emergency Building Exits During Construction: Keep all exits required by code open during construction period; provide temporary exit signs if exit routes are temporarily altered. 2. Do not obstruct roadways, sidewalks, or other public ways without permit. B. Existing building spaces may be used for storage of equipment and materials. C. Utility Outages and Shutdown: 1. Limit disruption of utility services to hours the building is unoccupied. 2. Do not disrupt or shut down life safety systems, including but not limited to fire sprinklers and fire alarm system, without 7 days notice to Owner and authorities having jurisdiction. 3. Prevent accidental disruption of utility services to other facilities. 1.6 WORK SEQUENCE A. Coordinate construction schedule and operations with Engineer. B. The heating system for this facility must be operational between September and May to prevent damage to the existing plumbing systems and to support the active and occupied public library. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 1 SECTION 012000 - PRICE AND PAYMENT PROCEDURES PART 1 GENERAL 1.1 SECTION INCLUDES A. Procedures for preparation and submittal of applications for progress payments. B. Documentation of changes in Contract Sum and Contract Time. C. Change procedures. D. Correlation of Contractor submittals based on changes. E. Procedures for preparation and submittal of application for final payment. 1.2 RELATED REQUIREMENTS A. Section 017800 - Closeout Submittals: Project record documents. 1.3 SCHEDULE OF VALUES A. Use Schedule of Values Form: AIA G703, edition stipulated in the Agreement. B. Electronic media printout including equivalent information will be considered in lieu of standard form specified; submit draft to Architect for approval. C. Forms filled out by hand will not be accepted. D. Submit Schedule of Values in duplicate within 15 days after date established in Notice to Proceed. E. Format: Utilize the Table of Contents of this Project Manual. Identify each line item with number and title of the specification section. Identify site mobilization. F. Include separately from each line item, a direct proportional amount of Contractor's overhead and profit. G. Revise schedule to list approved Change Orders, with each Application For Payment. 1. 4 APPLICATIONS FOR PROGRESS PAYMENTS A. Payment Period: Submit at intervals stipulated in the Agreement. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 2 B. Use Form AIA G702 and Form AIA G703, edition stipulated in the Agreement. C. Electronic media printout including equivalent information will be considered in lieu of standard form specified; submit sample to Architect for approval. D. Forms filled out by hand will not be accepted. E. For each item, provide a column for listing each of the following: 1. Item Number. 2. Description of work. 3. Scheduled Values. 4. Previous Applications. 5. Work in Place and Stored Materials under this Application. 6. Authorized Change Orders. 7. Total Completed and Stored to Date of Application. 8. Percentage of Completion. 9. Balance to Finish. 10. Retainage. F. Execute certification by signature of authorized officer. G. Use data from approved Schedule of Values. Provide dollar value in each column for each line item for portion of work performed and for stored products. H. List each authorized Change Order as a separate line item, listing Change Order number and dollar amount as for an original item of work. I. Submit one electronic and copy of each Application for Payment. J. Include the following with the application: 1. Transmittal letter as specified for submittals in Section 013000. 2. Construction progress schedule, revised and current as specified in Section 013000. 3. Current construction photographs specified in Section 013000. 4. Partial release of liens from major subcontractors and vendors. 1.5 MODIFICATION PROCEDURES A. For minor changes not involving an adjustment to the Contract Sum or Contract Time, Architect will issue instructions directly to Contractor. B. For other required changes, Architect will issue a document signed by Owner instructing Contractor to proceed with the change, for subsequent inclusion in a Change Order. 1. The document will describe the required changes and will designate method of determining any change in Contract Sum or Contract Time. 2. Promptly execute the change. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 3 C. For changes for which advance pricing is desired, Architect will issue a document that includes a detailed description of a proposed change with supplementary or revised drawings and specifications, a change in Contract Time for executing the change with a stipulation of any overtime work required and the period of time during which the requested price will be considered valid. Contractor shall prepare and submit a fixed price quotation within 10 days. D. Contractor may propose a change by submitting a request for change to Architect, describing the proposed change and its full effect on the work, with a statement describing the reason for the change, and the effect on the Contract Sum and Contract Time with full documentation. Document any requested substitutions in accordance with Section 016000. E. Computation of Change in Contract Amount: As specified in the Agreement and Conditions of the Contract. 1. For change requested by Contractor, the amount will be based on the Contractor's request for a Change Order as approved by Architect. 2. For pre-determined unit prices and quantities, the amount will based on the fixed unit prices. F. Substantiation of Costs: Provide full information required for evaluation. 1. On request, provide the following data: a. Quantities of products, labor, and equipment. b. Taxes, insurance, and bonds. c. Overhead and profit. d. Justification for any change in Contract Time. e. Credit for deletions from Contract, similarly documented. 2. Support each claim for additional costs with additional information: a. Origin and date of claim. b. Dates and times work was performed, and by whom. c. Time records and wage rates paid. d. Invoices and receipts for products, equipment, and subcontracts, similarly documented. 3. For Time and Material work, submit itemized account and supporting data after completion of change, within time limits indicated in the Conditions of the Contract. G. Execution of Change Orders: Architect will issue Change Orders for signatures of parties as provided in the Conditions of the Contract. H. After execution of Change Order, promptly revise Schedule of Values and Application for Payment forms to record each authorized Change Order as a separate line item and adjust the Contract Sum. I. Promptly revise progress schedules to reflect any change in Contract Time, BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 4 revise sub-schedules to adjust times for other items of work affected by the change, and resubmit. J. Promptly enter changes in Project Record Documents. K. The following forms are included for Contract Modifications: 1. AIA G701 - 2017 Change Order 2. AIA G709 - 2001 Work Change Proposal 3. AIA G710 - 2017 Architectural Supplemental Instructions 4. AIA G714 - 2017 Construction Change Directive 1.6 APPLICATION FOR FINAL PAYMENT A. Prepare Application for Final Payment as specified for progress payments, identifying total adjusted Contract Sum, previous payments, and sum remaining due. B. Application for Final Payment will not be considered until the following have been accomplished: 1. All closeout procedures specified in Section 017000. PART 2 PRODUCTS - NOT USED PART 3 EXECUTION - NOT USED END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 5 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 6 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 7 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 8 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 9 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 10 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 11 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ALTERNATES 012300 - 1 SECTION 012300 - ALTERNATES PART 1 GENERAL 1.1 SECTION INCLUDES A. Description of Alternates. B. Documentation of changes to Contract Sum and Contract Time. 1.2 ACCEPTANCE OF ALTERNATES A. Alternates quoted on Bid Forms will be reviewed and accepted or rejected at Owner's option. Accepted Alternates will be identified in the Owner-Contractor Agreement. B. Alternates may be accepted via change order at any time during construction up until the date of Substantial Completion. C. Coordinate related work and modify surrounding work to integrate the Work of each Alternate. 1.3 SCHEDULE OF ALTERNATES A. Project Summary: 1. Base Bid Item: Replacement of the existing boilers, to include all piping, accessories, test and balance, and temperature controls modification for the existing boiler plant. Work intended to be completed in the Fall/Winter 25-26 heating season in a phased manner as described in the Plans. 2. Alternate Item #1: Complete the Base Bid work intended to be completed in Spring 2026 after the Winter 25-26 heating season, which is expected to be a deduction from the base bid costs due to project simplification. 3. Alternate Item #2: Alternate Bid Item #2 is to convert the constant speed primary pumping heating water plant arrangement to variable speed. This includes installation of motorized 2-way on/off control valves, 5HP VFDs to connect to the (2) existing primary heating water circulators, a 2-way modulating control valve for existing AHU-2, and additional temperature control sequence work to implement variable primary flow for the heating water plant, as well as modifications to the air handling unit AHU-2 heating coil temperature controls sequence to accommodate change from a 3-way to a 2-way control valve. See Temperature Controls plan M4.0 for further description. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ALTERNATES 012300 - 2 PART 2 PRODUCTS - NOT USED PART 3 EXECUTION - NOT USED END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana SECTION 012500 - SUBSTITUTION PROCEDURES PART 1 GENERAL 1.1 SECTION INCLUDES A. Procedural requirements for proposed substitutions. 1.2 RELATED REQUIREMENTS A. Section 013000 - Administrative Requirements: Submittal procedures, coordination. B. Section 016000 - Product Requirements: Fundamental product requirements, product options, delivery, storage, and handling. C. Section 016116 - Volatile Organic Compound (VOC) Content Restrictions: Restrictions on emissions of indoor substitute products. 1.3 DEFINITIONS A. Substitutions: Changes from Contract Documents requirements proposed by Contractor to materials, products, assemblies, and equipment. 1. Substitutions for Cause: Proposed due to changed Project circumstances beyond Contractor's control. a. Unavailability. b. Regulatory changes. 2. Substitutions for Convenience: Proposed due to possibility of offering substantial advantage to the Project. a. Substitution requests offering advantages solely to the Contractor will not be considered. PART 2 PRODUCTS - NOT USED PART 3 EXECUTION 3.1 GENERAL REQUIREMENTS A. A Substitution Request for products, assemblies, materials, and equipment constitutes a representation that the submitter: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana 1. Has investigated proposed product and determined that it meets or exceeds the quality level of the specified product, equipment, assembly, or system. 2. Agrees to provide the same warranty for the substitution as for the specified product. 3. Agrees to provide same or equivalent maintenance service and source of replacement parts, as applicable. 4. Agrees to coordinate installation and make changes to other work that may be required for the work to be complete, with no additional cost to Owner. 5. Waives claims for additional costs or time extension that may subsequently become apparent. 6. Agrees to reimburse Owner and Architect for review or redesign services associated with re-approval by authorities. B. A Substitution Request for specified installer constitutes a representation that the submitter: 1. Has acted in good faith to obtain services of specified installer, but was unable to come to commercial, or other terms. C. Document each request with complete data substantiating compliance of proposed substitution with Contract Documents. Burden of proof is on proposer. 1. Note explicitly any non-compliant characteristics. D. Content: Include information necessary for tracking the status of each Substitution Request, and information necessary to provide an actionable response. 1. Forms included in the Project Manual are adequate for this purpose, and must be used. E. Limit each request to a single proposed substitution item. 1. Submit an electronic document, combining the request form with supporting data into single document. 3.2 SUBSTITUTION PROCEDURES DURING PROCUREMENT A. Submittal Time Restrictions: 1. Architect requests for substitutions shall be considered only if submitted at least 10 days prior to the date for receipt of bids. B. Submittal Form (before award of contract): 1. Submit substitution requests by completing the form attached to this section. See this form for additional information and instructions. Use only this form; other forms of submission are unacceptable. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana 3.3 SUBSTITUTION PROCEDURES DURING CONSTRUCTION A. Submittal Form (after award of contract): 1. Submit substitution requests by completing the form attached to this section. See this section for additional information and instructions. Use only this form; other forms of submission are unacceptable. B. Submit request for Substitution for Cause within 14 days of discovery of need for substitution, but not later than 14 days prior to time required for review and approval by Architect, in order to stay on approved project schedule. C. Submit request for Substitution for Convenience within 14 days of discovery of its potential advantage to the project, but not later than 14 days prior to time required for review and approval by Architect, in order to stay on approved project schedule. 1. In addition to meeting general documentation requirements, document how the requested substitution benefits the Owner through cost savings, time savings, greater energy conservation, or in other specific ways. 2. Document means of coordinating of substitution item with other portions of the work, including work by affected subcontractors. 3. Bear the costs engendered by proposed substitution of: a. Owner's compensation to the Architect for any required redesign, time spent processing and evaluating the request. b. Other construction by Owner. c. Other unanticipated project considerations. D. Substitutions will not be considered under one or more of the following circumstances: 1. When they are indicated or implied on shop drawing or product data submittals, without having received prior approval. 2. Without a separate written request. 3.4 RESOLUTION A. Architect may request additional information and documentation prior to rendering a decision. Provide this data in an expeditious manner. B. Architect will notify Contractor in writing of decision to accept or reject request. 1. Architect's decision following review of proposed substitution will be noted on the submitted form. 3.5 ACCEPTANCE A. Accepted substitutions change the work of the Project. They will be documented and incorporated into work of the project by Change Order, Construction Change BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana Directive, Architectural Supplementary Instructions, or similar instruments provided for in the Conditions of the Contract. 3.6 CLOSEOUT ACTIVITIES A. Include completed Substitution Request Forms as part of the Project record. Include both approved and rejected Requests. 3.7 ATTACHMENTS A. A facsimile of the Substitution Request Form (During Construction) required to be used on the Project is included after this section. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 1 SECTION 013000 - ADMINISTRATIVE REQUIREMENTS PART 1 GENERAL 1.1 SECTION INCLUDES A. General administrative requirements. B. Web-based project software service. C. Electronic document submittal service. D. Preconstruction meeting. E. Site mobilization meeting. F. Progress meetings. G. Construction progress schedule. H. Contractor's daily reports. I. Progress photographs. J. Coordination drawings. K. Submittals for review, information, and project closeout. L. Number of copies of submittals. M. Requests for Information (RFI) procedures. N. Submittal procedures. 1.2 RELATED REQUIREMENTS A. Section 013216 - Construction Progress Schedule: Form, content, and administration of schedules. B. Section 016000 - Product Requirements: General product requirements. C. Section 017000 - Execution and Closeout Requirements: Additional coordination requirements. D. Section 017800 - Closeout Submittals: Project record documents; operation and maintenance data; warranties and bonds. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 2 1.3 REFERENCE STANDARDS A. AIA G716 - Request for Information; 2004. 1.4 GENERAL ADMINISTRATIVE REQUIREMENTS A. Comply with requirements of Section 017000 - Execution and Closeout Requirements for coordination of execution of administrative tasks with timing of construction activities. B. Contractor shall schedule and conduct construction meetings. C. Make the following types of submittals to Architect: 1. Requests for Information (RFI). 2. Requests for substitution. 3. Shop drawings, product data, and physical samples (paper and photocopies unacceptable). 4. Test and inspection reports. 5. Design data. 6. Manufacturer's instructions and field reports. 7. Applications for payment and change order requests. 8. Progress schedules. 9. Coordination drawings. 10. Correction Punch List and Final Correction Punch List for Substantial Completion. 11. Closeout submittals. PART 2 PRODUCTS - NOT USED PART 3 EXECUTION 3.1 WEB-BASED PROJECT SOFTWARE SERVICE A. Web-Based Project Software Service: Provide, administer, and use web-based project software to host and manage project communication and documentation. 1. Include, at minimum, the following features: a. Project directory, including Owner, Contractor, subcontractors, Architect, Architect's consultants, and other entities involved in the project. Include names of contact persons and contact information for each entity. b. Access control for each entity and for each workflow process to determine each entity's digital rights to create, modify, view, and print documents. c. Workflow planning, allowing customization of workflow for each project entity. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 3 d. Creation, logging, tracking, and notification for project communications. e. Tracking of project communication statuses in real time, including timestamped response log. f. Procedures for viewing PDFs or similar file formats, allowing markups by each entity. Provide security features to lock markups against changes once submitted. g. Processing and tracking of payment applications. h. Processing and tracking of contract modifications. i. Creation and distribution of meeting minutes. j. Document management for drawings, specifications, and coordination drawings, including revision control. k. Management of construction progress photographs. l. Mobile device compatibility. m. Creation of data analytics reports. n. Creation and export of editable logs for software functions. Provide Owner, Architect, and Architect's consultants with rights and ability to download logs when requested. 2. Provide up to 20 user licenses for use by Owner, Architect, Architect's consultants, and other entities involved in the project. 3. Comply with the software service's current published licensing agreements. 4. Training: Provide one-hour, web-based training session for users of software service. Further training is the responsibility of the user. a. Representatives of Owner are scheduled and included in this training. 5. Project Closeout: Architect determines when to terminate the software service for the project and is responsible for obtaining archive copies of files for Owner. 6. Web-Based Project Software Services: Use one of the following: a. Procore Technologies. b. AutoDesk Build. c. Newforma, Inc d. Submittal Exchange. e. Substitutions: See Section 016000 - Product Requirements. 3.2 ELECTRONIC DOCUMENT SUBMITTAL SERVICE A. All documents transmitted for purposes of administration of the contract are to be in electronic (PDF, MS Word, or MS Excel) format, as appropriate to the document, and transmitted via an Internet-based submittal service that receives, logs and stores documents, provides electronic stamping and signatures, and notifies addressees via email. 1. Besides submittals for review, information, and closeout, this procedure applies to Requests for Information (RFIs), progress documentation, contract modification documents (e.g. supplementary instructions, change proposals, change orders), applications for payment, field reports and BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 4 meeting minutes, Contractor's correction punchlist, and any other document any participant wishes to make part of the project record. 2. Contractor and Architect are required to use this service. 3. It is Contractor's responsibility to submit documents in allowable format. 4. Subcontractors, suppliers, and Architect's consultants are to be permitted to use the service at no extra charge. 5. Users of the service need an email address, internet access, and PDF review software that includes ability to mark up and apply electronic stamps (such as Adobe Acrobat, www.adobe.com, or Bluebeam PDF Revu, www.bluebeam.com), unless such software capability is provided by the service provider. 6. Paper document transmittals will not be reviewed; emailed electronic documents will not be reviewed. 7. All other specified submittal and document transmission procedures apply, except that electronic document requirements do not apply to samples or color selection charts. B. Cost: The cost of the service is to be paid by Contractor; include the cost of the service in the Contract Sum. C. Submittal Service: Use one of the following: 1. Procore Technologies. 2. Submittal Exchange. 3. Newforma ConstructEx. 4. AutoDesk Build./ 5. Substitutions: See Section 016000 - Product Requirements. D. Training: One, one-hour, web-based training session will be arranged for all participants, with representatives of Architect and Contractor participating; further training is the responsibility of the user of the service. 1. Representatives of Owner are scheduled and included in this training. E. Project Closeout: Architect will determine when to terminate the service for the project and is responsible for obtaining archive copies of files for Owner. 3.3 PRECONSTRUCTION MEETING A. Schedule meeting after Notice of Award. B. Attendance Required: 1. Owner. 2. Architect. 3. Contractor. 4. Major Subcontractors. 5. Suppliers. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 5 C. Agenda: 1. Execution of Owner-Contractor Agreement. 2. Submission of executed bonds and insurance certificates. 3. Distribution of Contract Documents. 4. Submission of list of subcontractors, list of products, schedule of values, and progress schedule. 5. Submission of initial Submittal schedule. 6. Designation of personnel representing the parties to Contract and Architect. 7. Procedures and processing of field decisions, submittals, substitutions, applications for payments, proposal request, Change Orders, and Contract closeout procedures. 8. Scheduling. D. Record minutes and distribute copies within two days after meeting to participants, with two copies to Architect, Owner, participants, and those affected by decisions made. 3.4 SITE MOBILIZATION MEETING A. Schedule meeting at the Project site prior to Contractor occupancy. B. Attendance Required: 1. Contractor. 2. Owner. 3. Architect. 4. Special consultants. 5. Contractor's superintendent. 6. Major subcontractors. C. Agenda: 1. Use of premises by Owner and Contractor. 2. Owner's requirements. 3. Construction facilities and controls provided by Owner. 4. Temporary utilities provided by Owner. 5. Survey and building layout. 6. Security and housekeeping procedures. 7. Schedules. 8. Application for payment procedures. 9. Procedures for testing. 10. Procedures for maintaining record documents. 11. Requirements for start-up of equipment. 12. Inspection and acceptance of equipment put into service during construction period. D. Record minutes and distribute copies within two days after meeting to participants, with two copies to Architect, Owner, participants, and those affected BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 6 by decisions made. 3.5 PROGRESS MEETINGS A. Schedule and administer meetings throughout progress of the work at maximum bi-monthly intervals. B. Make arrangements for meetings, prepare agenda with copies for participants, preside at meetings. C. Attendance Required: 1. Contractor. 2. Owner. 3. Architect. 4. Special consultants. 5. Contractor's superintendent. 6. Major subcontractors. D. Agenda: 1. Review minutes of previous meetings. 2. Review of work progress. 3. Field observations, problems, and decisions. 4. Identification of problems that impede, or will impede, planned progress. 5. Review of submittals schedule and status of submittals. 6. Review of RFIs log and status of responses. 7. Review of off-site fabrication and delivery schedules. 8. Maintenance of progress schedule. 9. Corrective measures to regain projected schedules. 10. Planned progress during succeeding work period. 11. Coordination of projected progress. 12. Maintenance of quality and work standards. 13. Effect of proposed changes on progress schedule and coordination. 14. Other business relating to work. E. Record minutes and distribute copies within two days after meeting to participants, with two copies to Architect, Owner, participants, and those affected by decisions made. 3.6 CONSTRUCTION PROGRESS SCHEDULE - SEE SECTION 013216 – CONSTRUCTION PROGRESS SCHEDULE A. If preliminary schedule requires revision after review, submit revised schedule within 10 days. B. Within 20 days after review of preliminary schedule, submit draft of proposed complete schedule for review. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 7 1. Include written certification that major subcontractors have reviewed and accepted proposed schedule. C. Within 10 days after joint review, submit complete schedule. D. Submit updated schedule with each Application for Payment. 3.7 DAILY CONSTRUCTION REPORTS A. Include only factual information. Do not include personal remarks or opinions regarding operations and/or personnel. B. Prepare a daily construction report recording the following information concerning events at Project site and project progress: 1. Date. 2. High and low temperatures, and general weather conditions. 3. List of subcontractors at Project site. 4. Approximate count of personnel at Project site. 5. Major equipment at Project site. 6. Material deliveries. 7. Safety, environmental, or industrial relations incidents. 8. Meetings and significant decisions. 9. Unusual events (submit a separate special report). 10. Stoppages, delays, shortages, and losses. Include comparison between scheduled work activities (in Contractor's most recently updated and published schedule) and actual activities. Explain differences, if any. Note days or periods when no work was in progress and explain the reasons why. 11. Meter readings and similar recordings. 12. Emergency procedures. 13. Directives and requests of Authority(s) Having Jurisdiction (AHJ). 14. Change Orders received and implemented. 15. Testing and/or inspections performed. 16. Signature of Contractor's authorized representative. 3.8 PROGRESS PHOTOGRAPHS A. Submit new photographs at least once a month, within 3 days after being taken using a photographic documentation platform. B. Photography Type: Digital; electronic files. C. Provide photographs of site and construction throughout progress of work produced by an experienced photographer, acceptable to Architect. D. In addition to periodic, recurring views, take photographs of each of the following events: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 8 1. Existing exterior and interior conditions prior to demolition, minimum of twenty (20). 2. Completion of site clearing. 3. Excavations in progress. 4. Foundations in progress and upon completion. 5. Structural framing in progress and upon completion. 6. Enclosure of building, upon completion. 7. Final completion, minimum of ten (10) photos. E. Take photographs as evidence of existing project conditions as follows: 1. Take photographs with maximum depth of field and in focus. 2. Views of Adjacent Buildings: Take photographs of interiors and exteriors of adjacent buildings to create a comprehensive documentation of the existing conditions before commencement of work. 3. Preconstruction Photographs: Photographs of existing site and surrounding properties and existing items to remain during construction shall indicate construction limits, flagged prior to construction photography, and record settlement or cracking of adjacent structures, pavements, and improvements. F. Views: 1. Provide non-aerial photographs from four cardinal views at each specified time, until date of Substantial Completion. 2. Consult with Architect for instructions on views required. 3. Provide factual presentation. 4. Provide correct exposure and focus, high resolution and sharpness, maximum depth of field, and minimum distortion. 5. Point of View Sketch: Provide sketch identifying point of view of each photograph. G. Digital Photographs: 24 bit color, minimum resolution of 3200 by 2400 pixels, in JPG format; provide files unaltered by photo editing software. Use flash in low light levels or backlit conditions, and a 360-degree camera when required. 1. Delivery Medium: Via web-based project software service. 2. File Naming: Include project identification, date and time of view, GPS location data from camera, and view identification. 3. Point of View Sketch: Include digital copy of point of view sketch with each electronic submittal; include point of view identification in each photo file name. H. Construction photographic documentation platforms: 1. Procore Technologies. 2. StructionSite. 3. Substitutions: See Section 016000 - Product Requirements. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 9 3.9 COORDINATION DRAWINGS A. Review drawings prior to submission to Architect. B. Coordination Drawings, General: Prepare coordination drawings according to requirements in individual Sections, and additionally where installation is not completely indicated on Shop Drawings, where limited space availability necessitates coordination, or if coordination is required to facilitate integration of products and materials fabricated or installed by more than one entity. 1. Content: Project-specific information, drawn accurately to a scale large enough to indicate and resolve conflicts. Do not base coordination drawings on standard printed data. Include the following information, as applicable: 2. Use applicable Drawings as a basis for preparation of coordination drawings. Prepare sections, elevations, and details as needed to describe relationship of various systems and components. a. Coordinate the addition of trade-specific information to coordination drawings in a sequence that best provides for coordination of the information and resolution of conflicts between installed components before submitting for review. b. Indicate functional and spatial relationships of components of architectural, structural, civil, mechanical, and electrical systems. c. Indicate space requirements for routine maintenance and for anticipated replacement of components during the life of the installation. d. Show location and size of access doors required for access to concealed dampers, valves, and other controls. 3. Indicate required installation sequences. a. Indicate dimensions shown on Drawings. Specifically note dimensions that appear to be in conflict with submitted equipment and minimum clearance requirements. Provide alternative sketches to Architect indicating proposed resolution of such conflicts. Minor dimension changes and difficult installations will not be considered changes to the Contract. C. Coordination Drawing Organization: Organize coordination drawings as follows: 1. Floor Plans and Reflected Ceiling Plans: Show architectural and structural elements, and mechanical, plumbing, fire-protection, fire-alarm, and electrical Work. Show locations of visible ceiling-mounted devices relative to acoustical ceiling grid. Supplement plan drawings with section drawings where required to adequately represent the Work. 2. Plenum Space: Indicate subframing for support of ceiling, and wall systems, mechanical and electrical equipment, and related Work. Locate components within plenums to accommodate layout of light fixtures and other components indicated on Drawings. Indicate areas of conflict between light fixtures and other components. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 10 3. Mechanical Rooms: Provide coordination drawings for mechanical rooms, showing plans and elevations of mechanical, plumbing, fire-protection, fire- alarm, and electrical equipment. 4. Structural Penetrations: Indicate penetrations and openings required for all disciplines. 5. Slab Edge and Embedded Items: Indicate slab edge locations and sizes and locations of embedded items for metal fabrications, sleeves, anchor bolts, bearing plates, angles, door floor closers, slab depressions for floor finishes, curbs and housekeeping pads, and similar items. 6. Mechanical and Plumbing Work: Show the following: a. Sizes and bottom elevations of ductwork, piping, and conduit runs, including insulation, bracing, flanges, and support systems. b. Dimensions of major components, such as dampers, valves, diffusers, access doors, cleanouts and electrical distribution equipment. c. Fire-rated enclosures around ductwork. 7. Electrical Work: Show the following: a. Runs of vertical and horizontal conduit 1-1/4 inches in diameter and larger. b. Light fixture, exit light, emergency battery pack, smoke detector, and other fire-alarm locations. c. Panel board, switchboard, switchgear, transformer, busway, generator, and motor-control center locations. d. Location of pull boxes and junction boxes, dimensioned from column center lines. 8. Fire-Protection System: Show the following: a. Locations of standpipes, mains piping, branch lines, pipe drops, and sprinkler heads. 9. Review: Architect will review coordination drawings to confirm that, in general, the Work is being coordinated, but not for the details of the coordination, which are Contractor’s responsibility. If Architect determines that coordination drawings are not being prepared insufficient scope or detail, or are otherwise deficient, Architect will so inform Contractor, who shall make suitable modifications and resubmit. D. Coordination Drawing Process: Prepare coordination drawings in the following manner: 1. Schedule submittal and review of Fire Sprinkler, Plumbing, HVAC, and Electrical Shop Drawings to make required changes prior to preparation of coordination drawings. 2. Commence routing of coordination drawing files with HVAC Installer, who will provide drawing plan files denoting approved ductwork. HVAC Installer will locate ductwork and piping on a single layer, using orange color. Forward drawings to Plumbing Installer. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 11 3. Plumbing Installer will locate plumbing and equipment on a single layer, using blue color. 4. Fire Sprinkler Installer will locate piping and equipment, using red color. Fire Sprinkler Installer shall forward drawing files to Electrical Installer. 5. Electrical Installer will indicate service and feeder conduit runs and equipment in green color. Electrical Installer shall forward drawing files to Communications and Electronic Safety and Security Installer. 6. Communications and Electronic Safety and Security Installer will indicate cable trays and cabling runs and equipment in purple color. Communications and Electronic Safety and Security Installer shall forward completed drawing files to Contractor. 7. Contractor shall perform the final coordination review. As each coordination drawing is completed, Contractor will meet with Architect to review and resolve conflicts on the coordination drawings. E. Coordination Digital Data Files: Prepare coordination digital data files according to the following requirements: 1. File Preparation Format: 2. Same digital data software program, version, and operating system as original Drawings. 3. File Submittal Format: Submit or post coordination drawing files using format same as file preparation format. 4. BIM File Incorporation: Develop and incorporate coordination drawing files into BIM established for Project. a. Perform three-dimensional component conflict analysis as part of preparation of coordination drawings. Resolve component conflicts prior to submittal. Indicate where conflict resolution requires modification of design requirements by Architect. 5. Architect will furnish Contractor one set of digital data files of Drawings for use in preparing coordination digital data files. a. Architect makes no representations as to the accuracy or completeness of digital data files as they relate to Drawings. b. Digital Data Software Program: Drawings are available in Revit 2022, Windows PC. c. Contractor shall execute a data licensing agreement in the form of AIA Document C106. 3.10 REQUESTS FOR INFORMATION (RFI) A. Definition: A request seeking one of the following: 1. An interpretation, amplification, or clarification of some requirement of Contract Documents arising from inability to determine from them the exact material, process, or system to be installed; or when the elements of construction are required to occupy the same space (interference); or when BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 12 an item of work is described differently at more than one place in Contract Documents. B. Preparation: Prepare an RFI immediately upon discovery of a need for interpretation of Contract Documents. Failure to submit a RFI in a timely manner is not a legitimate cause for claiming additional costs or delays in execution of the work. 1. Prepare a separate RFI for each specific item. a. Review, coordinate, and comment on requests originating with subcontractors and/or materials suppliers. 2. Prepare in a format and with content acceptable to Owner. a. Use AIA G716 - Request for Information. 3. Prepare using software provided by the Electronic Document Submittal Service. 4. Combine RFI and its attachments into a single electronic file. PDF format is preferred. C. Reason for the RFI: Prior to initiation of an RFI, carefully study all Contract Documents to confirm that information sufficient for their interpretation is definitely not included. 1. Include in each request Contractor's signature attesting to good faith effort to determine from Contract Documents information requiring interpretation. 2. Unacceptable Uses for RFIs: Do not use RFIs to request the following: a. Approval of submittals (use procedures specified elsewhere in this section). b. Approval of substitutions (see Section - 016000 - Product Requirements) c. Changes that entail change in Contract Time and Contract Sum (comply with provisions of the Conditions of the Contract). d. Different methods of performing work than those indicated in the Contract Drawings and Specifications (comply with provisions of the Conditions of the Contract). 3. Improper RFIs: Requests not prepared in compliance with requirements of this section, and/or missing key information required to render an actionable response. They will be returned without a response. 4. Frivolous RFIs: Requests regarding information that is clearly indicated on, or reasonably inferable from, Contract Documents, with no additional input required to clarify the question. They will be returned without a response. D. Content: Include identifiers necessary for tracking the status of each RFI, and information necessary to provide an actionable response. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 13 1. Official Project name and number, and any additional required identifiers established in Contract Documents. 2. Owner's, Architect's, and Contractor's names. 3. Discrete and consecutive RFI number, and descriptive subject/title. 4. Issue date, and requested reply date. 5. Reference to particular Contract Document(s) requiring additional information/interpretation. Identify pertinent drawing and detail number and/or specification section number, title, and paragraph(s). 6. Annotations: Field dimensions and/or description of conditions which have engendered the request. 7. Contractor's suggested resolution: A written and/or a graphic solution, to scale, is required in cases where clarification of coordination issues is involved, for example; routing, clearances, and/or specific locations of work shown diagrammatically in Contract Documents. If applicable, state the likely impact of the suggested resolution on Contract Time or the Contract Sum. E. Attachments: Include sketches, coordination drawings, descriptions, photos, submittals, and other information necessary to substantiate the reason for the request. F. RFI Log: Prepare and maintain a tabular log of RFIs for the duration of the project. 1. Indicate current status of every RFI. Update log promptly and on a regular basis. 2. Note dates of when each request is made, and when a response is received. 3. Highlight items requiring priority or expedited response. 4. Highlight items for which a timely response has not been received to date. 5. Identify and include improper or frivolous RFIs. G. Review Time: Architect will respond and return RFIs to Contractor within fifteen calendar days of receipt. For the purpose of establishing the start of the mandated response period, RFIs received after 12:00 noon will be considered as having been received on the following regular working day. 1. For sequential reviews involving Architect's consultants, Owner, or another affected party, allow an additional 7 days. H. Responses: Content of answered RFIs will not constitute in any manner a directive or authorization to perform extra work or delay the project. If in Contractor's belief it is likely to lead to a change to Contract Sum or Contract Time, promptly issue a notice to this effect, and follow up with an appropriate Change Order request to Owner. 1. Response may include a request for additional information, in which case the original RFI will be deemed as having been answered, and an amended one is to be issued forthwith. Identify the amended RFI with an R suffix to the original number. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 14 2. Upon receipt of a response, promptly review and distribute it to all affected parties, and update the RFI Log. 3. Notify Architect within seven calendar days if an additional or corrected response is required by submitting an amended version of the original RFI, identified as specified above. 3.11 SUBMITTAL SCHEDULE A. Submit to Architect for review a schedule for submittals in tabular format. 1. Submit at the same time as the preliminary schedule specified in Section - 013216 -Construction Progress Schedule. 2. Coordinate with Contractor's construction schedule and schedule of values. 3. Format schedule to allow tracking of status of submittals throughout duration of construction. 4. Arrange information to include scheduled date for initial submittal, specification number and title, submittal category (for review or for information), description of item of work covered, and role and name of subcontractor. 3.12 SUBMITTALS FOR REVIEW A. When the following are specified in individual sections, submit them for review: 1. Product data. 2. Design data. 3. Shop drawings. 4. Samples for selection. 5. Samples for verification. B. Submit to Architect for review for the limited purpose of checking for compliance with information given and the design concept expressed in Contract Documents. C. Samples will be reviewed for aesthetic, color, or finish selection. D. After review, provide copies and distribute in accordance with SUBMITTAL PROCEDURES article below and for record documents purposes described in Section 017800 – Closeout Submittals. 3.13 SUBMITTALS FOR INFORMATION A. When the following are specified in individual sections, submit them for information: 1. Certificates. 2. Test reports. 3. Inspection reports. 4. Manufacturer's instructions. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 15 5. Manufacturer's field reports. 6. Other types indicated. B. Submit for Architect's knowledge as contract administrator or for Owner. 3.14 SUBMITTALS FOR PROJECT CLOSEOUT A. Submit Correction Punch List for Substantial Completion. B. Submit Final Correction Punch List for Substantial Completion. C. When the following are specified in individual sections, submit them at project closeout in compliance with requirements of Section 017800 - Closeout Submittals: 1. Project record documents. 2. Operation and maintenance data. 3. Warranties. 4. Bonds. 5. Other types as indicated. D. Submit for Owner's benefit during and after project completion. 3.15 NUMBER OF COPIES OF SUBMITTALS A. Electronic Documents: Submit one electronic copy in PDF format; an electronically-marked up file will be returned. Create PDFs at native size and right-side up; illegible files will be rejected. B. Samples: Submit the number specified in individual specification sections; one of which will be retained by Architect. 1. After review, produce duplicates. 2. Retained samples will not be returned to Contractor unless specifically so stated. 3.16 SUBMITTAL PROCEDURES A. General Requirements: 1. Use a single transmittal for related items. 2. Submit separate packages of submittals for review and submittals for information, when included in the same specification section. 3. Transmit using approved form. a. Use form generated by Electronic Document Submittal Service software. 4. Sequentially identify each item. For revised submittals use original number and a sequential numerical suffix. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 16 5. Identify: Project; Contractor; subcontractor or supplier; pertinent drawing and detail number; and specification section number and article/paragraph, as appropriate on each copy. 6. Apply Contractor's stamp, signed or initialed certifying that review, approval, verification of products required, field dimensions, adjacent construction work, and coordination of information is in accordance with the requirements of the work and Contract Documents. a. Submittals from sources other than the Contractor, or without Contractor's stamp will not be acknowledged, reviewed, or returned. 7. Deliver each submittal on date noted in submittal schedule, unless an earlier date has been agreed to by all affected parties, and is of the benefit to the project. a. Upload submittals in electronic form to Electronic Document Submittal Service website. 8. Schedule submittals to expedite the Project, and coordinate submission of related items. a. For each submittal for review, allow 15 days excluding delivery time to and from the Contractor. b. For sequential reviews involving Architect's consultants, Owner, or another affected party, allow an additional 7 days. c. For sequential reviews involving approval from authorities having jurisdiction (AHJ), in addition to Architect's approval, allow an additional 30 days. 9. Identify variations from Contract Documents and product or system limitations that may be detrimental to successful performance of the completed work. 10. Provide space for Contractor and Architect review stamps. 11. When revised for resubmission, identify all changes made since previous submission. 12. Distribute reviewed submittals. Instruct parties to promptly report inability to comply with requirements. 13. Incomplete submittals will not be reviewed, unless they are partial submittals for distinct portion(s) of the work, and have received prior approval for their use. B. Product Data Procedures: 1. Submit only information required by individual specification sections. 2. Collect required information into a single submittal. 3. Do not submit (Material) Safety Data Sheets for materials or products. C. Shop Drawing Procedures: 1. Prepare accurate, drawn-to-scale, original shop drawing documentation by interpreting Contract Documents and coordinating related work. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 17 2. Generic, non-project-specific information submitted as shop drawings do not meet the requirements for shop drawings. D. Samples Procedures: 1. Transmit related items together as single package. 2. Identify each item to allow review for applicability in relation to shop drawings showing installation locations. 3. Include with transmittal high-resolution image files of samples to facilitate electronic review and approval. Provide separate submittal page for each item image. 3.17 SUBMITTAL REVIEW A. Submittals for Review: Architect will review each submittal, and approve, or take other appropriate action. B. Submittals for Information: Architect will acknowledge receipt, but will take no other action. C. Architect's actions will be reflected by marking each returned submittal using virtual stamp on electronic submittals. D. Architect's and consultants' actions on items submitted for review: 1. "Reviewed" - No action required. a. No further action required by Contractor. 2. "Reviewed - Make Corrections." a. Resubmit corrected item, with review notations acknowledged and incorporated. Resubmit separately, or as part of project record documents. 3. "Reviewed - Make Corrections - Revise and Resubmit Noted Items Only." a. Resubmit corrected items only, with review notations acknowledged and incorporated. Resubmit separately, or as part of project record documents. 4. Not Authorizing fabrication, delivery, and installation: a. "Revise and Resubmit in Entirety". 1) Resubmit revised item, with review notations acknowledged and incorporated. b. "Rejected". 1) Submit item complying with requirements of Contract Documents. E. Architect's and consultants' actions on items submitted for information: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 18 1. Items for which no action was taken: a. "Not Reviewed" - to notify the Contractor that the submittal has been received for record only. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 19 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 20 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION PROGRESS SCHEDULE 013216 - 1 SECTION 013216 - CONSTRUCTION PROGRESS SCHEDULE PART 1 GENERAL 1.1 SECTION INCLUDES A. Preliminary schedule. B. Construction progress schedule, with network analysis diagrams and reports. 1.2 RELATED SECTIONS A. Section 011000 - Summary: Work sequence. 1.3 SUBMITTALS A. Within 10 days after date of Agreement, submit preliminary schedule. B. If preliminary schedule requires revision after review, submit revised schedule within 10 days. C. Within 20 days after review of preliminary schedule, submit draft of proposed complete schedule for review. 1. Include written certification that major contractors have reviewed and accepted proposed schedule. D. Within 10 days after joint review, submit complete schedule. E. Submit updated schedule with each Application for Payment. F. Submit in PDF format. G. Submit under transmittal letter form specified in Section 013000 - Administrative Requirements. 1.4 QUALITY ASSURANCE A. Contractor's Administrative Personnel: Five years minimum experience in using and monitoring CPM schedules on comparable projects. 1.5 SCHEDULE FORMAT A. Listings: In chronological order according to the start date for each activity. Identify each activity with the applicable specification section number. B. Sheet Size: Multiples of 8-1/2 by 11 inches. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION PROGRESS SCHEDULE 013216 - 2 PART 2 PRODUCTS - NOT USED PART 3 EXECUTION 3.1 PRELIMINARY SCHEDULE A. Prepare preliminary schedule in the form of a horizontal bar chart. 3.2 CONTENT A. Show complete sequence of construction by activity, with dates for beginning and completion of each element of construction. B. Identify each item by specification section number. C. Identify work of separate stages and other logically grouped activities. D. Provide sub-schedules for each phase of Work identified in Section 011000 - Summary. E. Include conferences and meetings in schedule. F. Show accumulated percentage of completion of each item, and total percentage of Work completed, as of the first day of each month. G. Provide separate schedule of submittal dates for shop drawings, product data, and samples, owner-furnished products, products identified under Allowances, and dates reviewed submittals will be required from Architect. Indicate decision dates for selection of finishes. H. Coordinate content with schedule of values specified in Section 012000 - Price and Payment Procedures. I. Provide legend for symbols and abbreviations used. 3.3 BAR CHARTS A. Include a separate bar for each major portion of Work or operation. B. Identify the first work day of each week. 3.4 NETWORK ANALYSIS A. Prepare network analysis diagrams and supporting mathematical analyses using the Critical Path Method. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION PROGRESS SCHEDULE 013216 - 3 B. Illustrate order and interdependence of activities and sequence of work; how start of a given activity depends on completion of preceding activities, and how completion of the activity may restrain start of subsequent activities. C. Mathematical Analysis: Tabulate each activity of detailed network diagrams, using calendar dates, and identify for each activity: 1. Preceding and following event numbers. 2. Activity description. 3. Estimated duration of activity, in maximum 15 day intervals. 4. Earliest start date. 5. Earliest finish date. 6. Actual start date. 7. Actual finish date. 8. Latest start date. 9. Latest finish date. 10. Total and free float; float time shall accrue to Owner and to Owner's benefit. 11. Monetary value of activity, keyed to Schedule of Values. 12. Percentage of activity completed. 13. Responsibility. D. Analysis Program: Capable of compiling monetary value of completed and partially completed activities, accepting revised completion dates, and precomputation of all dates and float. E. Required Reports: List activities in sorts or groups: 1. By preceding work item or event number from lowest to highest. 2. By amount of float, then in order of early start. 3.5 REVIEW AND EVALUATION OF SCHEDULE A. Participate in joint review and evaluation of schedule with Architect at each submittal. B. Evaluate project status to determine work behind schedule and work ahead of schedule. C. After review, revise as necessary as result of review, and resubmit within 10 days. 3.6 UPDATING SCHEDULE A. Maintain schedules to record actual start and finish dates of completed activities. B. Indicate progress of each activity to date of revision, with projected completion date of each activity. C. Annotate diagrams to graphically depict current status of Work. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION PROGRESS SCHEDULE 013216 - 4 D. Identify activities modified since previous submittal, major changes in Work, and other identifiable changes. E. Indicate changes required to maintain Date of Substantial Completion. F. Submit reports required to support recommended changes. G. Provide narrative report to define problem areas, anticipated delays, and impact on the schedule. Report corrective action taken or proposed and its effect. 3.7 DISTRIBUTION OF SCHEDULE A. Distribute copies of updated schedules to Contractor's project site file, to subcontractors, suppliers, Architect, Owner, and other concerned parties. B. Instruct recipients to promptly report, in writing, problems anticipated by projections indicated in schedules. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 1 SECTION 014000 - QUALITY REQUIREMENTS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Submittals. B. Quality assurance. C. References and standards. D. Testing and inspection agencies and services. E. Contractor's construction-related professional design services. F. Contractor's design-related professional design services. G. Control of installation. H. Mock-ups. I. Tolerances. J. Manufacturers' field services. 1.2 RELATED REQUIREMENTS A. Section 013000 - Administrative Requirements: Submittal procedures. B. Section 014216 - Definitions. C. Section 016000 - Product Requirements: Requirements for material and product quality. 1.3 REFERENCE STANDARDS A. ASTM C1021 - Standard Practice for Laboratories Engaged in Testing of Building Sealants; 2008 (Reapproved 2023). B. ASTM C1077 - Standard Practice for Agencies Testing Concrete and Concrete Aggregates for Use in Construction and Criteria for Testing Agency Evaluation; 2024. C. ASTM D3740 - Standard Practice for Minimum Requirements for Agencies Engaged in Testing and/or Inspection of Soil and Rock as Used in Engineering Design and Construction; 2023. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 2 D. ASTM E329 - Standard Specification for Agencies Engaged in Construction Inspection, Testing, or Special Inspection; 2023. E. ASTM E543 - Standard Specification for Agencies Performing Nondestructive Testing; 2021. F. ASTM E699 - Standard Specification for Agencies Involved in Testing, Quality Assurance, and Evaluating of Manufactured Building Components; 2016. G. IAS AC89 - Accreditation Criteria for Testing Laboratories; 2021. 1.4 DEFINITIONS A. Contractor's Quality Control Plan: Contractor's management plan for executing the Contract for Construction. B. Contractor's Professional Design Services: Design of some aspect or portion of the project by party other than the design professional of record. Provide these services as part of the Contract for Construction. 1. Design Services Types Required: a. Construction-Related: Services Contractor needs to provide in order to carry out the Contractor’s sole responsibilities for construction means, methods, techniques, sequences, and procedures. b. Design-Related: Design services explicitly required to be performed by another design professional due to highly-technical and/or specialized nature of a portion of the project. Services primarily involve engineering analysis, calculations, and design, and are not intended to alter the aesthetic aspects of the design. C. Design Data: Design-related, signed and sealed drawings, calculations, specifications, certifications, shop drawings and other submittals provided by Contractor, and prepared directly by, or under direct supervision of, appropriately licensed design professional. 1.5 CONTRACTOR'S CONSTRUCTION-RELATED PROFESSIONAL DESIGN SERVICES A. Coordination: Contractor's professional design services are subject to requirements of project's Conditions for Construction Contract. 1.6 CONTRACTOR'S DESIGN-RELATED PROFESSIONAL DESIGN SERVICES A. Coordination: Contractor's professional design services are subject to requirements of project's Conditions for Construction Contract. B. Base design on performance and/or design criteria indicated in individual specification sections. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 3 1. Submit a Request for Information to Architect if the criteria indicated are not sufficient to perform required design services. C. Delegated Design Services Statement: Submit a statement signed and sealed by the responsible design professional, for each product and system specifically assigned to Contractor to be designed or certified by a design professional, indicating that the products and systems are in compliance with performance and design criteria indicated. Include list of codes, loads, and other factors used in performing these services. D. Scope of Contractor's Professional Design Services: Provide as indicated in technical specifications. 1.7 SUBMITTALS A. See Section 013000 - Administrative Requirements, for submittal procedures. B. Designer's Qualification Statement: Submit for Architect's knowledge as contract administrator, or for Owner's information. 1. Include information for each individual professional responsible for producing, or supervising production of, design-related professional services provided by Contractor. a. Full name. b. Professional licensure information. c. Statement addressing extent and depth of experience specifically relevant to design of items assigned to Contractor. C. Design Data: Submit for Architect's knowledge as contract administrator for the limited purpose of assessing compliance with information given and the design concept expressed in the Contract Documents, or for Owner's information. 1. Include calculations that have been used to demonstrate compliance to performance and regulatory criteria provided, and to determine design solutions. 2. Include required product data and shop drawings. 3. Include a statement or certification attesting that design data complies with criteria indicated, such as building codes, loads, functional, and similar engineering requirements. 4. Include signature and seal of design professional responsible for allocated design services on calculations and drawings. D. Test Reports: After each test/inspection, promptly submit two copies of report to Architect and to Contractor. 1. Include: a. Date issued. b. Project title and number. c. Name of inspector. d. Date and time of sampling or inspection. e. Identification of product and specifications section. f. Location in the Project. g. Type of test/inspection. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 4 h. Date of test/inspection. i. Results of test/inspection. j. Compliance with Contract Documents. k. When requested by Architect, provide interpretation of results. 2. Test report submittals are for Architect's knowledge as contract administrator for the limited purpose of assessing compliance with information given and the design concept expressed in the Contract Documents, or for Owner's information. E. Certificates: When specified in individual specification sections, submit certification by the manufacturer and Contractor or installation/application subcontractor to Architect, in quantities specified for Product Data. 1. Indicate material or product complies with or exceeds specified requirements. Submit supporting reference data, affidavits, and certifications as appropriate. F. Manufacturer's Instructions: When specified in individual specification sections, submit instructions for delivery, storage, assembly, installation, start-up, adjusting, and finishing, for the Owner's information. Indicate special procedures, perimeter conditions requiring special attention, and special environmental criteria required for application or installation. 1.8 QUALITY ASSURANCE A. Testing Agency Qualifications: 1. Prior to start of work, submit agency name, address, and telephone number, and names of full time registered Engineer and responsible officer. 2. Submit copy of report of laboratory facilities inspection made by NIST Construction Materials Reference Laboratory during most recent inspection, with memorandum of remedies of any deficiencies reported by the inspection. 3. Qualification Statement: Provide documentation showing testing laboratory is accredited under IAS AC89. B. Designer Qualifications: Where professional engineering design services and design data submittals are specifically required of Contractor by Contract Documents, provide services of a Professional Engineer experienced in design of this type of work and licensed in the State in which the Project is located. C. Contractor's Quality Control (CQC) Plan: 1. Prior to start of work, submit a comprehensive plan describing how contract deliverables will be produced. Tailor CQC plan to specific requirements of the project. Include the following information: a. Management Structure: Identify personnel responsible for quality. Include a chart showing lines of authority. 1) Include qualifications (in resume form), duties, responsibilities of each person assigned to CQC function. b. Management Approach: Define, describe, and include in the plan specific methodologies used in executing the work. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 5 1) Management and control of documents and records relating to quality. 2) Communications. 3) Coordination procedures. 4) Resource management. 5) Process control. 6) Inspection and testing procedures and scheduling. 7) Control of noncomplying work. 8) Tracking deficiencies from identification, through acceptable corrective action, and verification. 9) Control of testing and measuring equipment. 10) Managerial continuity and flexibility. c. Owner will not make a separate payment for providing and maintaining a Quality Control Plan. Include associated costs in Bid price. d. Acceptance of the plan is required prior to start of construction activities not including mobilization work. Owner's acceptance of the plan will be conditional and predicated on continuing satisfactory adherence to the plan. Owner reserves the right to require Contractor to make changes to the plan and operations, including removal of personnel, as necessary, to obtain specified quality of work results. D. Quality-Control Personnel Qualifications. Engage a person with requisite training and experience to implement and manage quality assurance (QA) and quality control (QC) for the project. 1.9 REFERENCES AND STANDARDS A. For products and workmanship specified by reference to a document or documents not included in the Project Manual, also referred to as reference standards, comply with requirements of the standard, except when more rigid requirements are specified or are required by applicable codes. B. Comply with reference standard of date of issue current on date of Contract Documents, except where a specific date is established by applicable code. C. Obtain copies of standards where required by product specification sections. D. Maintain copy at project site during submittals, planning, and progress of the specific work, until Substantial Completion. E. Should specified reference standards conflict with Contract Documents, request clarification from Architect before proceeding. F. Neither the contractual relationships, duties, or responsibilities of the parties in Contract nor those of Architect shall be altered from Contract Documents by mention or inference otherwise in any reference document. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 6 1.10 TESTING AND INSPECTION AGENCIES AND SERVICES A. As indicated in individual specification sections, Owner or Contractor shall employ and pay for services of an independent testing agency to perform other specified testing. B. Employment of agency in no way relieves Contractor of obligation to perform Work in accordance with requirements of Contract Documents. C. Contractor Employed Agency: 1. Testing agency: Comply with requirements of ASTM E329, ASTM E543, ASTM E699, ASTM C1021, ASTM C1077, and ASTM D3740. 2. Inspection agency: Comply with requirements of ASTM D3740 and ASTM E329. 3. Laboratory Qualifications: Accredited by IAS according to IAS AC89. 4. Laboratory: Authorized to operate in the State in which the Project is located. 5. Laboratory Staff: Maintain a full time registered Engineer on staff to review services. 6. Testing Equipment: Calibrated at reasonable intervals either by NIST or using an NIST established Measurement Assurance Program, under a laboratory measurement quality assurance program. PART 2 - PRODUCTS - NOT USED PART 3 - EXECUTION 3.1 CONTROL OF INSTALLATION A. Monitor quality control over suppliers, manufacturers, products, services, site conditions, and workmanship, to produce work of specified quality. B. Comply with manufacturers' instructions, including each step in sequence. C. Should manufacturers' instructions conflict with Contract Documents, request clarification from Architect before proceeding. D. Comply with specified standards as minimum quality for the work except where more stringent tolerances, codes, or specified requirements indicate higher standards or more precise workmanship. E. Have work performed by persons qualified to produce required and specified quality. F. Verify that field measurements are as indicated on shop drawings or as instructed by the manufacturer. G. Secure products in place with positive anchorage devices designed and sized to withstand stresses, vibration, physical distortion, and disfigurement. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 7 3.2 MOCK-UPS A. Before installing portions of the Work where mock-ups are required, construct mock-ups in location and size indicated for each form of construction and finish required to comply with the following requirements, using materials indicated for the completed Work. The purpose of mock-up is to demonstrate the proposed range of aesthetic effects and workmanship. B. Accepted mock-ups establish the standard of quality the Architect will use to judge the Work. C. Notify Architect fifteen (15) working days in advance of dates and times when mock-ups will be constructed. D. Provide supervisory personnel who will oversee mock-up construction. Provide workers that will be employed during the construction at Project. E. Tests shall be performed under provisions identified in this section and identified in the respective product specification sections. F. Assemble and erect specified items with specified attachment and anchorage devices, flashings, seals, and finishes. G. Obtain Architect's approval of mock-ups before starting work, fabrication, or construction. 1. Architect will issue written comments within seven (7) working days of initial review and each subsequent follow up review of each mock-up. 2. Make corrections as necessary until Architect's approval is issued. H. Architect will use accepted mock-ups as a comparison standard for the remaining Work. I. Where mock-up has been accepted by Architect and is specified in product specification sections to be removed, protect mock-up throughout construction, remove mock-up and clear area when directed to do so by Architect. 3.3 TOLERANCES A. Monitor fabrication and installation tolerance control of products to produce acceptable Work. Do not permit tolerances to accumulate. B. Comply with manufacturers' tolerances. Should manufacturers' tolerances conflict with Contract Documents, request clarification from Architect before proceeding. C. Adjust products to appropriate dimensions; position before securing products in place. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 8 3.4 TESTING AND INSPECTION A. Testing Agency Duties: 1. Test samples of mixes submitted by Contractor. 2. Provide qualified personnel at site. Cooperate with Architect and Contractor in performance of services. 3. Perform specified sampling and testing of products in accordance with specified standards. 4. Ascertain compliance of materials and mixes with requirements of Contract Documents. 5. Promptly notify Architect and Contractor of observed irregularities or non- compliance of Work or products. 6. Perform additional tests and inspections required by Architect. 7. Attend preconstruction meetings and progress meetings. 8. Submit reports of all tests/inspections specified. B. Limits on Testing/Inspection Agency Authority: 1. Agency may not release, revoke, alter, or enlarge on requirements of Contract Documents. 2. Agency may not approve or accept any portion of the Work. 3. Agency may not assume any duties of Contractor. 4. Agency has no authority to stop the Work. C. Contractor Responsibilities: 1. Deliver to agency at designated location, adequate samples of materials proposed to be used that require testing, along with proposed mix designs. 2. Cooperate with laboratory personnel, and provide access to the Work and to manufacturers' facilities. 3. Provide incidental labor and facilities: a. To provide access to Work to be tested/inspected. b. To obtain and handle samples at the site or at source of Products to be tested/ inspected. c. To facilitate tests/inspections. d. To provide storage and curing of test samples. 4. Notify Architect and laboratory 24 hours prior to expected time for operations requiring testing/inspection services. 5. Employ services of an independent qualified testing laboratory and pay for additional samples, tests, and inspections required by Contractor beyond specified requirements. 6. Arrange with Owner's agency and pay for additional samples, tests, and inspections required by Contractor beyond specified requirements. D. Re-testing required because of non-compliance with specified requirements shall be performed by the same agency on instructions by Architect. E. Re-testing required because of non-compliance with specified requirements shall be paid for by Contractor. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 9 3.5 MANUFACTURERS' FIELD SERVICES A. When specified in individual specification sections, require material or product suppliers or manufacturers to provide qualified staff personnel to observe site conditions, conditions of surfaces and installation, quality of workmanship, start- up of equipment, test, adjust, and balance equipment as applicable, and to initiate instructions when necessary. B. Report observations and site decisions or instructions given to applicators or installers that are supplemental or contrary to manufacturers' written instructions. 3.6 DEFECT ASSESSMENT A. Replace Work or portions of the Work not complying with specified requirements. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 10 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEFINITIONS 014216 - 1 SECTION 014216 - DEFINITIONS PART 1 GENERAL 1.1 SUMMARY A. Other definitions are included in individual specification sections. 1.2 DEFINITIONS A. Furnish: To supply, deliver, unload, and inspect for damage. B. In-kind: Descriptive term indicating new materials are to match the original material in detail and design in every regard, including but not limited to, form, size, material, species, grade, color, performance, profile, and all other salient characteristic that define the existing such that the new material would be indistinguishable from the original as determined solely by the Architect. C. Install: To unpack, assemble, erect, apply, place, finish, cure, protect, clean, start up, and make ready for use. D. OF/CI: Item is furnished by Owner and installed by Contractor. E. OF/OI: Item is furnished by Owner and installed by Owner. F. Product: Material, machinery, components, equipment, fixtures, and systems forming the work result. Not materials or equipment used for preparation, fabrication, conveying, or erection and not incorporated into the work result. Products may be new, never before used, or re-used materials or equipment. G. Project Manual: The book-sized volume that includes the procurement requirements (if any), the contracting requirements, and the specifications. H. Provide: To furnish and install. I. Supply: Same as Furnish. PART 2 PRODUCTS - NOT USED PART 3 EXECUTION - NOT USED END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEFINITIONS 014216 - 2 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY FACILITIES AND CONTROLS 015000 - 1 SECTION 015000 - TEMPORARY FACILITIES AND CONTROLS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Temporary utilities. B. Temporary telecommunications services. C. Temporary sanitary facilities. D. Temporary Controls: Barriers, enclosures, and fencing. E. Security requirements. F. Vehicular access and parking. G. Waste removal facilities and services. H. Field offices. 1.2 REFERENCE STANDARDS A. ASTM E84 - Standard Test Method for Surface Burning Characteristics of Building Materials; 2023d. 1.3 TEMPORARY UTILITIES A. Provide and pay for all electrical power, lighting, water, heating and cooling, and ventilation required for construction purposes. B. Existing facilities may not be used. C. New permanent facilities may not be used. 1.4 TELECOMMUNICATIONS SERVICES A. Provide, maintain, and pay for telecommunications services to field office at time of project mobilization. B. Telecommunications services shall include: 1. Web-based video conferencing service (i.e. Webex, Zoom, MS Teams). 2. Minimum 50-inch display monitor. 3. External webcam with minimum 1080p at 60 FPS. 4. Microphone and speakers for adequate coverage for all participants. Architect and Owner to confirm the setup meets the needs of the project. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY FACILITIES AND CONTROLS 015000 - 2 5. Windows-based personal computer dedicated to project telecommunications, with necessary software and laser printer. 6. Internet Connections: Minimum of 10 mbps up and 100 mbps down; DSL modem or faster. 7. Email: Account/address reserved for project use. 8. Project web site. 9. Telecommunications services will be available for use by both Owner and Architect. 1.5 TEMPORARY SANITARY FACILITIES A. Provide and maintain required facilities and enclosures. Provide at time of project mobilization. B. Maintain daily in clean and sanitary condition. C. At end of construction, return facilities to same or better condition as originally found. 1.6 BARRIERS A. Provide barriers to prevent unauthorized entry to construction areas, to prevent access to areas that could be hazardous to workers or the public, to allow for owner's use of site and to protect existing facilities and adjacent properties from damage from construction operations and demolition. B. Provide barricades and covered walkways required by governing authorities for public rights-of-way and for public access to existing building. C. Provide protection for plants designated to remain. Replace damaged plants. D. Protect non-owned vehicular traffic, stored materials, site, and structures from damage. 1.7 FENCING A. Provide 6 foot high fence around construction site; equip with vehicular and pedestrian gates with locks. 1.8 EXTERIOR ENCLOSURES A. Provide temporary insulated weather tight closure of exterior openings to accommodate acceptable working conditions and protection for Products, to allow for temporary heating and maintenance of required ambient temperatures identified in individual specification sections, and to prevent entry of unauthorized persons. Provide access doors with self-closing hardware and locks. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY FACILITIES AND CONTROLS 015000 - 3 1.9 INTERIOR ENCLOSURES A. Provide temporary partitions and ceilings as indicated to separate work areas from Owner-occupied areas, to prevent penetration of dust and moisture into Owner-occupied areas, and to prevent damage to existing materials and equipment. B. Construction: Framing and reinforced polyethylene sheet materials with closed joints and sealed edges at intersections with existing surfaces: 1. Maximum flame spread rating of 75 in accordance with ASTM E84. 1.10 SECURITY A. Provide security and facilities to protect Work, existing facilities, and Owner's operations from unauthorized entry, vandalism, or theft. 1.11 VEHICULAR ACCESS AND PARKING A. Comply with regulations relating to use of streets and sidewalks, access to emergency facilities, and access for emergency vehicles. B. Coordinate access and haul routes with governing authorities and Owner. C. Provide and maintain access to fire hydrants, free of obstructions. D. Provide means of removing mud from vehicle wheels before entering streets. E. Provide temporary parking areas to accommodate construction personnel. When site space is not adequate, provide additional off-site parking. 1.12 WASTE REMOVAL A. See Section 017419 - Construction Waste Management and Disposal, for additional requirements. B. Provide waste removal facilities and services as required by authorities having jurisdiction to maintain the site in clean and orderly condition. C. Provide containers with lids. Remove trash from site periodically. D. If materials to be recycled or re-used on the project must be stored on-site, provide suitable non-combustible containers; locate containers holding flammable material outside the structure unless otherwise approved by the authorities having jurisdiction. E. Open free-fall chutes are not permitted. Terminate closed chutes into appropriate containers with lids. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY FACILITIES AND CONTROLS 015000 - 4 1.13 FIELD OFFICES A. Office: Weathertight, with lighting, electrical outlets, heating, cooling equipment, and equipped with sturdy furniture, drawing rack, and drawing display table. B. Provide space for Project meetings, with table and chairs to accommodate 10 persons. C. Locate offices a minimum distance of 30 feet from existing and new structures. 1.14 REMOVAL OF UTILITIES, FACILITIES, AND CONTROLS A. Remove temporary utilities, equipment, facilities, materials, prior to Date of Substantial Completion inspection. B. Remove underground installations to a minimum depth of 2 feet. Grade site as indicated. C. Clean and repair damage caused by installation or use of temporary work. D. Restore new permanent facilities used during construction to specified condition. PART 2 - PRODUCTS - NOT USED PART 3 - EXECUTION - NOT USED END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 1 SECTION 015719 - TEMPORARY ENVIRONMENTAL CONTROLS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Construction procedures to promote adequate indoor air quality after construction. B. Building flush-out after construction and before occupancy. C. Testing indoor air quality before commencement of construction; existing building areas only. D. Testing indoor air quality after completion of construction. E. Testing air change effectiveness after completion of construction. 1.2 PROJECT GOALS A. Dust and Airborne Particulates: Prevent deposition of dust and other particulates in HVAC ducts and equipment. 1. Cleaning of ductwork is not contemplated under this Contract. 2. Contractor shall bear the cost of cleaning required due to failure to protect ducts and equipment from construction dust. 3. Establish condition of existing ducts and equipment prior to start of alterations. B. Airborne Contaminants: Procedures and products have been specified to minimize indoor air pollutants. 1. Furnish products meeting the specifications. 2. Avoid construction practices that could result in contamination of installed products leading to indoor air pollution. 1.3 RELATED REQUIREMENTS A. Section 014000 - Quality Requirements: Testing and inspection services. B. Section 016116 - Volatile Organic Compound (VOC) Content Restrictions. C. Section 234000 - HVAC Air Cleaning Devices: HVAC filters. D. Section 230593 - Testing, Adjusting, and Balancing for HVAC: Testing HVAC systems for proper air flow rates, adjustment of dampers and registers, and settings for equipment. E. Section 230130.51 - HVAC Air-Distribution System Cleaning: Cleaning air ducts, equipment, and terminal units. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 2 1.4 REFERENCE STANDARDS A. ASHRAE Std 129 - Measuring Air-Change Effectiveness; 1997 (Reaffirmed 2002). B. ASTM D5197 - Standard Test Method for Determination of Formaldehyde and Other Carbonyl Compounds in Air (Active Sampler Methodology); 2021. C. ASTM E779 - Standard Test Method for Determining Air Leakage Rate by Fan Pressurization; 2019. D. ASTM E1186 - Standard Practices for Air Leakage Site Detection in Building Envelopes and Air Barrier Systems; 2017. E. ASTM E1827 - Standard Test Methods for Determining Airtightness of Buildings Using an Orifice Blower Door; 2022. F. CAL (CDPH SM) - Standard Method for the Testing and Evaluation of Volatile Organic Chemical Emissions from Indoor Sources Using Environmental Chambers Version 1.2; 2017. G. EPA 600/4-90/010 - Compendium of Methods for the Determination of Air Pollutants in Indoor Air; 1990. H. EPA 625/R-96/010b - Compendium of Methods for the Determination of Toxic Organic Compounds in Ambient Air; 1999, with Addendum (2000). I. SMACNA (OCC) - IAQ Guidelines for Occupied Buildings Under Construction; 2007. 1.5 DEFINITIONS A. Adsorptive Materials: Gypsum board, acoustical ceiling tile and panels, carpet and carpet tile, fabrics, fibrous insulation, and other similar products. B. Contaminants: Gases, vapors, regulated pollutants, airborne mold and mildew, and the like, as specified. C. Particulates: Dust, dirt, and other airborne solid matter. D. Wet Work: Concrete, plaster, coatings, and other products that emit water vapor or volatile organic compounds during installation, drying, or curing. 1.6 SUBMITTALS A. See Section 013000 - Administrative Requirements for submittal procedures. B. Indoor Air Quality Management Plan: Describe, in detail, measures to be taken to promote adequate indoor air quality upon completion; use SMACNA (OCC) as a guide. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 3 1. Submit not less than 60 days before enclosure of building. 2. Identify potential sources of odor and dust. 3. Identify construction activities likely to produce odor or dust. 4. Identify areas of project potentially affected, especially occupied areas. 5. Evaluate potential problems by severity and describe methods of control. 6. Describe construction ventilation to be provided, including type and duration of ventilation, use of permanent HVAC systems, types of filters and schedule for replacement of filters. 7. Describe cleaning and dust control procedures. C. Interior Finishes Installation Schedule: Identify each interior finish that either generates odors, moisture, or vapors or is susceptible to adsorption of odors and vapors, and indicate air handling zone, sequence of application, and curing times. D. Duct and Terminal Unit Inspection Report. E. Ventilation Effectiveness Test Plan: Identify: 1. Testing agency qualifications. 2. Description of test spaces, including locations of air sampling. 3. Test procedures, in detail; state whether tracer gas decay or step-up will be used. 4. Test instruments and apparatus; identify tracer gas to be used. 5. Sampling methods. F. Ventilation Effectiveness Test Reports: Show: 1. Preliminary tests of instruments and apparatus and of test spaces. 2. Calculations of ventilation effectiveness, variable "E". 3. Location where each sample was taken, and time. 4. Test values for each air sample. 5. HVAC operating conditions. 6. Other information specified in ASHRAE Std 129. 7. Other conditions or discrepancies that might have influenced results. 1.7 QUALITY ASSURANCE A. Testing and Inspection Agency Qualifications: Independent testing agency having minimum of 5 years’ experience in performing the types of testing specified. PART 2 - PRODUCTS 2.1 MATERIALS A. Low VOC Materials: See Section 016116. B. Low VOC Materials: See other sections for specific requirements for materials with low VOC content. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 4 PART 3 - EXECUTION 3.1 CONSTRUCTION PROCEDURES A. Prevent the absorption of moisture and humidity by adsorptive materials by: 1. Sequencing the delivery of such materials so that they are not present in the building until wet work is completed and dry. 2. Delivery and storage of such materials in fully sealed moisture- impermeable packaging. 3. Provide sufficient ventilation for drying within reasonable time frame. B. Begin construction ventilation when building is substantially enclosed. C. If extremely dusty or dirty work must be conducted inside the building, shut down HVAC systems for the duration; remove dust and dirt completely before restarting systems. D. When working in a portion of an occupied building, prevent movement of air from construction area to occupied area. E. Do not store construction materials or waste in mechanical or electrical rooms. F. Prior to use of return air ductwork without intake filters clean up and remove dust and debris generated by construction activities. 1. Inspect duct intakes, return air grilles, and terminal units for dust. 2. Clean plenum spaces, including top sides of lay-in ceilings, outsides of ducts, tops of pipes and conduit. 3. Clean tops of doors and frames. 4. Clean mechanical and electrical rooms, including tops of pipes, ducts, and conduit, equipment, and supports. 5. Clean return plenums of air handling units. 6. Remove intake filters last, after cleaning is complete. G. Do not perform dusty or dirty work after starting use of return air ducts without intake filters. H. Use other relevant recommendations of SMACNA (OCC) for avoiding unnecessary contamination due to construction procedures. 3.2 BUILDING FLUSH-OUT A. Contractor's Option: Either full continuous flush-out OR satisfactory air contaminant testing is required, not both. B. Perform building flush-out before occupancy. C. Do not start flush-out until: 1. All construction is complete. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 5 2. HVAC systems have been tested, adjusted, and balanced for proper operation. 3. Inspection of inside of return air ducts and terminal units confirms that cleaning is not necessary. 4. New HVAC filtration media have been installed. D. Building Flush-Out: Operate all ventilation systems at normal flow rates with 100 percent outside air until a total air volume of 14,000 cubic feet per square foot of floor area has been supplied. 1. Obtain Owner's concurrence that construction is complete enough before beginning flush-out. 2. Maintain interior temperature of at least 60 degrees F and interior relative humidity no higher than 60 percent. 3. If additional construction involving materials that produce particulates or any of the specified contaminants is conducted during flush-out, start flush- out over. 4. If interior spaces must be occupied prior to completion of the flush-out, supply a minimum of 25 percent of the total air volume prior to occupancy, and: a. Begin ventilation at least three hours prior to daily occupancy. b. Continue ventilation during all occupied periods. c. Provide minimum outside air volume of 0.30 cfm per square foot or design minimum outside air rate, whichever is greater. E. Install new HVAC filtration media after completion of flush-out and before occupancy or further testing. 3.3 AIR CONTAMINANT TESTING A. Contractor's Option: Either full continuous flush-out, or satisfactory air contaminant testing is required, not both. B. Perform air contaminant testing before starting construction, as base line for evaluation of post-construction testing. C. Perform air contaminant testing before occupancy. D. Do not start air contaminant testing until: 1. All construction is complete, including interior finishes. 2. HVAC systems have been tested, adjusted, and balanced for proper operation. 3. New HVAC filtration media have been installed. E. Indoor Air Samples: Collect from spaces representative of occupied areas: 1. Collect samples while operable windows and exterior doors are closed, HVAC system is running normally as if occupied, with design minimum outdoor air, but with the building unoccupied. 2. Collect samples from spaces in each contiguous floor area in each air handler zone, but not less than one sample per 25,000 square feet; take BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 6 samples from areas having the least ventilation and those having the greatest presumed source strength. 3. Collect samples from height from 36 inches to 72 inches above floor. 4. Collect samples from same locations on 3 consecutive days during normal business hours; average the results of each set of 3 samples. 5. Exception: Areas with normal very high outside air ventilation rates, such as laboratories, do not need to be tested. 6. When retesting the same building areas, take samples from at least the same locations as in first test. F. Outdoor Air Samples: Collect samples at outside air intake of each air handler at the same time as indoor samples are taken. G. Analyze air samples and submit report. H. Volatile Organic Compounds Limits: 1. Formaldehyde: Not more than 27 parts per billion. 2. Total Volatile Organic Compounds (TVOCs): Not more than 500 micrograms per cubic meter. 3. Chemicals Listed in CAL (CDPH SM) Table 4-1, other than Formaldehyde: Not more than allowable concentrations listed in Table 4-1. I. Air Contaminant Concentration Test Methods: 1. Formaldehyde: ASTM D5197, EPA 625/R-96/010b Method TO-11A, or EPA 600/4-90/010 Method IP-6A. 2. Particulates: EPA 600/4-90/010 Method IP-10. 3. Total Volatile Organic Compounds (TVOC): EPA 625/R-96/010b Method TO-1, TO-15, or TO-17; or EPA 600/4-90/010 Method IP-1. 4. Chemicals Listed in CAL (CDPH SM) Table 4-1, except Formaldehyde: ASTM D5197, or EPA 625/R-96/010b Method TO-1, TO-15, or TO-17. 5. Carbon Monoxide: EPA 600/4-90/010 Method IP-3, plus measure outdoor air; measure in ppm; report both indoor and outdoor measurements. 3.4 VENTILATION EFFECTIVENESS TESTING A. Perform ventilation effectiveness testing before occupancy. B. Do not begin ventilation effectiveness testing until: 1. HVAC testing, adjusting, and balancing has been satisfactorily completed. 2. Building flush-out or air contaminant testing has been completed satisfactorily. 3. New HVAC filtration media have been installed. C. Test each air handler zone in accordance with ASHRAE Std 129. D. If calculated air change effectiveness for a particular zone is less than 0.9 due to inadequate balancing of the system, adjust, and retest at no cost to Owner. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 7 3.5 ENVELOPE LEAKAGE TESTING A. General: Comply with the following procedural requirements for testing building or space envelope, as applicable: 1. ASTM E779 Standard Test Method for Determining Air Leakage Rate by Fan Pressurization. 2. ASTM E1827 Standard Test Methods for Determining Airtightness of Buildings Using an Orifice Blower Door. B. Verify that the envelope to be tested has been sufficiently completed for testing to commence. C. Conduct ongoing inspections as construction progresses to document satisfactory installation conditions. related to thermal and moisture integrity of the building envelope that become concealed upon completion of construction. D. Submit a detailed narrative of proposed pressure test procedures prior to the test. Include a plan view showing proposed installation locations (personnel doors or other similar openings) for blower doors (or flexible ducts for trailer- mounted fans, if used). E. Avoid testing on days forecast to experience high winds, rain, or snow. F. Test the completed building and demonstrate that the air leakage rate of the building envelope does not exceed the specified requirements. G. Determine location and nature of undesirable air leakage pathways using methods specified in ASTM E1186 Standard Practices for Air Leakage Site Detection in Building Envelopes and Air Barrier Systems. H. Deficiencies: Correct deficiencies and re-inspect or re-test, as applicable, at no extra cost to Owner. 1. If difficulty in correction would delay progress, report deficiency to immediately. 2. Insulation for remedying building envelope deficiencies evidenced as excessive air leakage is specified in Section 072100. 3. Air barriers for remedying building envelope deficiencies evidenced as excessive air leakage are specified in Section 072500. 4. Sealants for remedying building envelope deficiencies evidenced as excessive air leakage are specified in Section 079200. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY PROJECT SIGNAGE 015813 - 1 SECTION 015813 - TEMPORARY PROJECT SIGNAGE PART 1 - GENERAL 1.1 QUALITY ASSURANCE A. Design sign and structure to withstand 112 miles/hr wind velocity. B. Manufacturer Qualifications: Company specializing in manufacturing the products specified in this section with minimum three years of documented experience. 1.2 SUBMITTALS A. See Section 013000 - Administrative Requirements for submittal procedures. B. Shop Drawing: Show content, layout, lettering, color, structure, sizes and grades of members. PART 2 - PRODUCTS 2.1 GENERAL A. Contractor's Option: Provide rigid OR banner signage type in landscape OR vertical layout. Provide sign with project rendering, if available. Signage templates follow this section. 2.2 SIGN MATERIALS A. Structure and Framing for Rigid Signage: New, wood, structurally adequate. B. Sign Surfaces: 1. Rigid Sign: 1/8-inch thick DIBOND with 1/4-inch holes evenly spaced every 18- to 24-inches along the perimeter offset 1-inch from material edge. 2. Banner: MAXFlex Hybrid Mesh banner material with metal grommets evenly placed every 18- to 24-inches along the exterior finished banner edge. Banner material to block 90 percent of visibility and allow air to pass through. 2.3 PROJECT IDENTIFICATION SIGN A. Printed Graphics: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY PROJECT SIGNAGE 015813 - 2 1. Rigid Sign: Direct print of high-resolution, full coverage graphics onto exterior grade matte white adhesive vinyl adhered to DIBOND face. 2. Banner: Custom full-coverage, full-color digital graphics printed directly on mesh banner material face. PART 3 - EXECUTION 3.1 INSTALLATION A. Install project identification sign within 30 days after date fixed by Notice to Proceed. B. Erect at location of high public visibility adjacent to main entrance to site. Signage placement shall be in accordance with local authorities having jurisdiction and not impede traffic or pedestrian traffic. C. For Rigid Signage: Erect supports and framing on secure foundation, rigidly braced and framed to resist wind loadings. D. For Banner Signage: Attach to chain link construction fence with tamper-resistant hardware. E. Install sign surface plumb and level, with butt joints. Anchor securely. 3.2 MAINTENANCE A. Maintain signs and supports clean, repair deterioration and damage. 3.3 REMOVAL A. Remove signs, framing, supports, and foundations at completion of Project and restore the area. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRODUCT REQUIREMENTS 016000 - 1 SECTION 016000 - PRODUCT REQUIREMENTS PART 1 - GENERAL 1.1 SECTION INCLUDES A. General product requirements. B. Sustainable design-related product requirements. C. Re-use of existing products. D. Transportation, handling, storage and protection. E. Product option requirements. F. Substitution limitations. G. Procedures for Owner-supplied products. H. Maintenance materials, including extra materials, spare parts, tools, and software. 1.2 RELATED REQUIREMENTS A. Section 011000 - Summary: Identification of Owner-supplied products. B. Section 012500 - Substitution Procedures: Substitutions made during procurement and/or construction phases. C. Section 014000 - Quality Requirements: Product quality monitoring. D. Section 016116 - Volatile Organic Compound (VOC) Content Restrictions: Requirements for VOC-restricted product categories. E. Section 017419 - Construction Waste Management and Disposal: Waste disposal requirements potentially affecting product selection, packaging and substitutions. 1.3 SUBMITTALS A. Product Data Submittals: Submit manufacturer's standard published data. Mark each copy to identify applicable products, models, options, and other data. Supplement manufacturers' standard data to provide information specific to this Project. B. Shop Drawing Submittals: Prepared specifically for this Project; indicate utility and electrical characteristics, utility connection requirements, and location of utility outlets for service for functional equipment and appliances. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRODUCT REQUIREMENTS 016000 - 2 C. Sample Submittals: Illustrate functional and aesthetic characteristics of the product, with integral parts and attachment devices. Coordinate sample submittals for interfacing work. 1. For selection from standard finishes, submit samples of the full range of the manufacturer's standard colors, textures, and patterns. PART 2 - PRODUCTS 2.1 EXISTING PRODUCTS A. Do not use materials and equipment removed from existing premises unless specifically required or permitted by Contract Documents. 2.2 NEW PRODUCTS A. Provide new products unless specifically required or permitted by Contract Documents. B. See Section 014000 - Quality Requirements, for additional source quality control requirements. C. Use of products having any of the following characteristics is not permitted: 1. Made using or containing CFC's or HCFC's. 2. Made of wood from newly cut old growth timber. 3. Containing cadmium or asbestos. 4. Containing lead unless specifically required or permitted by Contract Documents. D. Where other criteria are met, Contractor shall give preference to products that: 1. If used on interior, have lower emissions, as defined in Section 016116. 2. If wet-applied, have lower VOC content, as defined in Section 016116. 3. Are extracted, harvested, and/or manufactured closer to the location of the project. 4. Have longer documented life span under normal use. 5. Result in less construction waste. See Section 017419 6. Are made of recycled materials. 7. If made of wood, are made of sustainably harvested wood, wood chips, or wood fiber. 2.3 PRODUCT OPTIONS A. Products Specified by Reference Standards or by Description Only: Use any product meeting those standards or description. B. Products Specified by Naming One or More Manufacturers: Use a product of one of the manufacturers named and meeting specifications, no options or substitutions allowed. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRODUCT REQUIREMENTS 016000 - 3 C. Products Specified by Naming One or More Manufacturers with a Provision for Substitutions: Submit a request for substitution for any manufacturer not named. 2.4 MAINTENANCE MATERIALS A. Furnish extra materials, spare parts, tools, and software of types and in quantities specified in individual specification sections. B. Deliver to Project site; obtain receipt prior to final payment. PART 3 - EXECUTION 3.1 SUBSTITUTION LIMITATIONS A. See Section 012500 - Substitution Procedures. 3.2 OWNER-SUPPLIED PRODUCTS A. See Section 011000 - Summary for identification of Owner-supplied products. B. Owner's Responsibilities: 1. Arrange for and deliver Owner reviewed shop drawings, product data, and samples, to Contractor and Architect. 2. Arrange and pay for product delivery to site. 3. On delivery, inspect products jointly with Contractor. 4. Submit claims for transportation damage and replace damaged, defective, or deficient items. 5. Arrange for manufacturers' warranties, inspections, and service. C. Contractor's Responsibilities: 1. Review Owner reviewed shop drawings, product data, and samples. 2. Receive and unload products at site; inspect for completeness or damage jointly with Owner. 3. Handle, store, install and finish products. 4. Repair or replace items damaged after receipt. 3.3 TRANSPORTATION AND HANDLING A. Package products for shipment in manner to prevent damage; for equipment, package to avoid loss of factory calibration. B. If special precautions are required, attach instructions prominently and legibly on outside of packaging. C. Coordinate schedule of product delivery to designated prepared areas in order to minimize site storage time and potential damage to stored materials. D. Transport and handle products in accordance with manufacturer's instructions. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRODUCT REQUIREMENTS 016000 - 4 E. Transport materials in covered trucks to prevent contamination of product and littering of surrounding areas. F. Promptly inspect shipments to ensure that products comply with requirements, quantities are correct, and products are undamaged. G. Provide equipment and personnel to handle products by methods to prevent soiling, disfigurement, or damage, and to minimize handling. H. Arrange for the return of packing materials, such as wood pallets, where economically feasible. 3.4 STORAGE AND PROTECTION A. Provide protection of stored materials and products against theft, casualty, or deterioration. B. Designate receiving/storage areas for incoming products so that they are delivered according to installation schedule and placed convenient to work area in order to minimize waste due to excessive materials handling and misapplication. See Section 017419. 1. Structural Loading Limitations: Handle and store products and materials so as not to exceed static and dynamic load-bearing capacities of project floor and roof areas. C. Store and protect products in accordance with manufacturers' instructions. D. Store with seals and labels intact and legible. E. Arrange storage of materials and products to allow for visual inspection for the purpose of determination of quantities, amounts, and unit counts. F. Store sensitive products in weathertight, climate-controlled enclosures in an environment favorable to product. G. For exterior storage of fabricated products, place on sloped supports above ground. H. Provide off-site storage and protection when site does not permit on-site storage or protection. 1. Execute a formal supplemental agreement between Owner and Contractor allowing off-site storage, for each occurrence. I. Protect products from damage or deterioration due to construction operations, weather, precipitation, humidity, temperature, sunlight and ultraviolet light, dirt, dust, and other contaminants. J. Comply with manufacturer's warranty conditions, if any. K. Do not store products directly on the ground. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRODUCT REQUIREMENTS 016000 - 5 L. Cover products subject to deterioration with impervious sheet covering. Provide ventilation to prevent condensation and degradation of products. M. Store loose granular materials on solid flat surfaces in a well-drained area. Prevent mixing with foreign matter. N. Prevent contact with material that may cause corrosion, discoloration, or staining. O. Provide equipment and personnel to store products by methods to prevent soiling, disfigurement, or damage. P. Arrange storage of products to permit access for inspection. Periodically inspect to verify products are undamaged and are maintained in acceptable condition. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRODUCT REQUIREMENTS 016000 - 6 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana VOLATILE ORGANIC COMPOUND (VOC) CONTENT RESTRICTIONS 016116 - 1 SECTION 016116 - VOLATILE ORGANIC COMPOUND (VOC) CONTENT RESTRICTIONS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Requirements for Indoor-Emissions-Restricted products. B. Requirements for VOC-Content-Restricted products. 1.2 RELATED REQUIREMENTS A. Section 013000 - Administrative Requirements: Submittal procedures. B. Section 014000 - Quality Requirements: Procedures for testing and certifications. C. Section 015719 - Temporary Environmental Controls: Procedures and testing. D. Section 016000 - Product Requirements: Fundamental product requirements, substitutions and product options, delivery, storage, and handling. E. Section 079200 - Joint Sealants: Emissions-compliant sealants. 1.3 DEFINITIONS A. Indoor-Emissions-Restricted Products: All products in the following product categories, whether specified or not: 1. Interior paints and coatings applied on site. 2. Interior adhesives and sealants applied on site, including flooring adhesives. 3. Flooring. 4. Composite wood. 5. Products making up wall and ceiling assemblies. 6. Thermal and acoustical insulation. 7. Other products when specifically stated in the specifications. B. VOC-Content-Restricted Products: All products in the following product categories, whether specified or not: 1. Exterior and interior paints and coatings applied on site. 2. Exterior and interior adhesives and sealants applied on site, including flooring adhesives. 3. Wet-applied roofing and waterproofing. 4. Other products when specifically stated in the specifications. C. Interior of Building: Anywhere inside the exterior weather barrier. D. Adhesives: All gunnable, trowelable, liquid-applied, and aerosol adhesives, whether specified or not; including flooring adhesives, resilient base adhesives, and pipe jointing adhesives. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana VOLATILE ORGANIC COMPOUND (VOC) CONTENT RESTRICTIONS 016116 - 2 E. Sealants: All gunnable, trowelable, and liquid-applied joint sealants and sealant primers, whether specified or not; including firestopping sealants and duct joint sealers. F. Inherently Non-Emitting Materials: Products composed wholly of minerals or metals, unless they include organic-based surface coatings, binders, or sealants; and specifically the following: 1. Stone. 2. Concrete. 3. Clay brick. 4. Metals that are plated, anodized, or powder-coated. 5. Glass. 6. Ceramics. 7. Solid wood flooring that is unfinished and untreated. 1.4 REFERENCE STANDARDS A. 40 CFR 59, Subpart D - National Volatile Organic Compound Emission Standards for Architectural Coatings; U.S. Environmental Protection Agency; Current Edition. B. ASTM D3960 - Standard Practice for Determining Volatile Organic Compound (VOC) Content of Paints and Related Coatings; 2005 (Reapproved 2018). C. CARB (ATCM) - Airborne Toxic Control Measure to Reduce Formaldehyde Emissions from Composite Wood Products; Current Edition. D. CARB (SCM) - Suggested Control Measure for Architectural Coatings; California Air Resources Board; 2020. E. GreenSeal GS-36 - Standard for Adhesives for Commercial Use; 2013. F. SCAQMD 1113 - Architectural Coatings; 1977, with Amendment (2016). G. SCAQMD 1168 - Adhesive and Sealant Applications; 1989, with Amendment (2022). H. SCS (CPD) - SCS Certified Products; Current Edition. 1.5 SUBMITTALS A. See Section 013000 - Administrative Requirements for submittal procedures. B. Product Data: For each VOC-restricted product used in the project, submit evidence of compliance. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana VOLATILE ORGANIC COMPOUND (VOC) CONTENT RESTRICTIONS 016116 - 3 1.6 QUALITY ASSURANCE A. VOC Content Test Method: 40 CFR 59, Subpart D (EPA Method 24), or ASTM D3960, unless otherwise indicated. 1. Evidence of Compliance: Acceptable types of evidence are: a. Report of laboratory testing performed in accordance with requirements. b. Published product data showing compliance with requirements. c. Certification by manufacturer that product complies with requirements. B. Composite Wood Emissions Standard: CARB (ATCM) for ultra-low emitting formaldehyde (ULEF) resins. 1. Evidence of Compliance: Acceptable types of evidence are: a. Current SCS "No Added Formaldehyde (NAF)" certification; www.scscertified.com. b. Report of laboratory testing performed in accordance with requirements. c. Published product data showing compliance with requirements. C. Testing Agency Qualifications: Independent firm specializing in performing testing and inspections of the type specified in this section. PART 2 - PRODUCTS 2.1 MATERIALS A. All Products: Comply with the most stringent of federal, State, and local requirements, or these specifications. B. VOC-Content-Restricted Products: VOC content not greater than required by the following: 1. Adhesives, Including Flooring Adhesives: SCAQMD 1168 Rule. 2. Aerosol Adhesives: GreenSeal GS-36. 3. Joint Sealants: SCAQMD 1168 Rule. 4. Paints and Coatings: Each color; most stringent of the following: a. 40 CFR 59, Subpart D. b. SCAQMD 1113 Rule. c. CARB (SCM). 5. Wet-Applied Roofing and Waterproofing: Comply with requirements for paints and coatings. PART 3 - EXECUTION 3.1 FIELD QUALITY CONTROL A. Owner reserves the right to reject non-compliant products, whether installed or not, and require their removal and replacement with compliant products at no extra cost to Owner. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana VOLATILE ORGANIC COMPOUND (VOC) CONTENT RESTRICTIONS 016116 - 4 B. Additional costs to restore indoor air quality due to installation of non-compliant products will be borne by Contractor. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 1 SECTION 017000 - EXECUTION AND CLOSEOUT REQUIREMENTS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Examination, preparation, and general installation procedures. B. Requirements for alterations work, including selective demolition. C. Pre-installation meetings. D. Cutting and patching. E. Surveying for laying out the work. F. Cleaning and protection. G. Starting of systems and equipment. H. Demonstration and instruction of Owner personnel. I. Closeout procedures, including Contractor's Correction Punch List, except payment procedures. J. General requirements for maintenance service. 1.2 RELATED REQUIREMENTS A. Section 011000 - Summary: Limitations on working in existing building; continued occupancy; work sequence; identification of salvaged and relocated materials. B. Section 013000 - Administrative Requirements: Submittals procedures, Electronic document submittal service. C. Section 014000 - Quality Requirements: Testing and inspection procedures. D. Section 015000 - Temporary Facilities and Controls: Temporary exterior enclosures. E. Section 015713 - Temporary Erosion and Sediment Control: Additional erosion and sedimentation control requirements. F. Section 017419 - Construction Waste Management and Disposal: Additional procedures for trash/waste removal, recycling, salvage, and reuse. G. Section 017610 - Temporary Protective Coverings: Materials for protection of installed work. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 2 H. Section 017800 - Closeout Submittals: Project record documents, operation and maintenance data, warranties, and bonds. I. Section 017900 - Demonstration and Training: Demonstration of products and systems to be commissioned and where indicated in specific specification sections J. Section 024100 - Demolition: Demolition of whole structures and parts thereof; site utility demolition. K. Section 078400 - Firestopping. L. Individual Product Specification Sections: 1. Advance notification to other sections of openings required in work of those sections. 2. Limitations on cutting structural members. 1.3 REFERENCE STANDARDS A. NFPA 241 - Standard for Safeguarding Construction, Alteration, and Demolition Operations; 2022, with Errata (2021). 1.4 SUBMITTALS A. See Section 013000 - Administrative Requirements, for submittal procedures. B. Survey work: Submit name, address, and telephone number of Surveyor before starting survey work. 1. On request, submit documentation verifying accuracy of survey work. 2. Submit a copy of site drawing signed by the Land Surveyor, that the elevations and locations of the work are in compliance with Contract Documents. 3. Submit surveys and survey logs for the project record. C. Demolition Plan: Submit demolition plan as specified by OSHA and local authorities. 1. indicate extent of demolition, removal sequence, bracing and shoring, and location and construction of barricades and fences. include design drawings and calculations for bracing and shoring. 2. identify demolition firm and submit qualifications. 3. include a summary of safety procedures. D. Cutting and Patching: Submit written request in advance of cutting or alteration that affects: 1. Structural integrity of any element of Project. 2. Integrity of weather exposed or moisture resistant element. 3. Efficiency, maintenance, or safety of any operational element. 4. Visual qualities of sight exposed elements. 5. Work of Owner or separate Contractor. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 3 6. Include in request: a. Identification of Project. b. Location and description of affected work. c. Necessity for cutting or alteration. d. Description of proposed work and products to be used. e. Alternatives to cutting and patching. f. Effect on work of Owner or separate Contractor. g. Written permission of affected separate Contractor. h. Date and time work will be executed. E. Project Record Documents: Accurately record actual locations of capped and active utilities. 1.5 QUALIFICATIONS A. For demolition work, employ a firm specializing in the type of work required. 1. Minimum of five years of documented experience. B. For surveying work, employ a land surveyor registered in the State in which the Project is located and acceptable to Architect. Submit evidence of surveyor's Errors and Omissions insurance coverage in the form of an Insurance Certificate. Employ only individual(s) trained and experienced in collecting and recording accurate data relevant to ongoing construction activities, C. For field engineering, employ a professional engineer of the discipline required for specific service on Project, licensed in the State in which the Project is located. Employ only individual(s) trained and experienced in establishing and maintaining horizontal and vertical control points necessary for laying out construction work on project of similar size, scope and/or complexity. D. For design of temporary shoring and bracing, employ a Professional Engineer experienced in design of this type of work and licensed in the State in which the Project is located. 1.6 PROJECT CONDITIONS A. Use of explosives is not permitted. B. Grade site to drain. Maintain excavations free of water. Provide, operate, and maintain pumping equipment. C. Protect site from puddling or running water. Provide water barriers as required to protect site from soil erosion. D. Perform dewatering activities, as required, for the duration of the project. E. Ventilate enclosed areas to assist cure of materials, to dissipate humidity, and to prevent accumulation of dust, fumes, vapors, or gases. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 4 F. Dust Control: Execute work by methods to minimize raising dust from construction operations. Provide positive means to prevent air-borne dust from dispersing into atmosphere and over adjacent property. 1. Provide dust-proof enclosures to prevent entry of dust generated outdoors. 2. Provide dust-proof barriers between construction areas and areas continuing to be occupied by Owner. G. Erosion and Sediment Control: Plan and execute work by methods to control surface drainage from cuts and fills, from borrow and waste disposal areas. Prevent erosion and sedimentation. 1. Minimize amount of bare soil exposed at one time. 2. Provide temporary measures such as berms, dikes, and drains, to prevent water flow. 3. Construct fill and waste areas by selective placement to avoid erosive surface silts or clays. 4. Periodically inspect earthwork to detect evidence of erosion and sedimentation; promptly apply corrective measures. H. Noise Control: Provide methods, means, and facilities to minimize noise produced by construction operations. I. Pest and Rodent Control: Provide methods, means, and facilities to prevent pests and insects from damaging the work. J. Rodent Control: Provide methods, means, and facilities to prevent rodents from accessing or invading premises. K. Pollution Control: Provide methods, means, and facilities to prevent contamination of soil, water, and atmosphere from discharge of noxious, toxic substances, and pollutants produced by construction operations. Comply with federal, state, and local regulations. 1.7 COORDINATION A. See Section 011000 for occupancy-related requirements. B. Coordinate scheduling, submittals, and work of the various sections of the Project Manual to ensure efficient and orderly sequence of installation of interdependent construction elements, with provisions for accommodating items installed later. C. Notify affected utility companies and comply with their requirements. D. Verify that utility requirements and characteristics of new operating equipment are compatible with building utilities. Coordinate work of various sections having interdependent responsibilities for installing, connecting to, and placing in service, such equipment. E. Coordinate space requirements, supports, and installation of mechanical and electrical work that are indicated diagrammatically on drawings. Follow routing BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 5 indicated for pipes, ducts, and conduit, as closely as practicable; place runs parallel with lines of building. Utilize spaces efficiently to maximize accessibility for other installations, for maintenance, and for repairs. F. In finished areas except as otherwise indicated, conceal pipes, ducts, and wiring within the construction. Coordinate locations of fixtures and outlets with finish elements. G. Coordinate completion and clean-up of work of separate sections. H. After Owner occupancy of premises, coordinate access to site for correction of defective work and work not in accordance with Contract Documents, to minimize disruption of Owner's activities. PART 2 - PRODUCTS 2.1 PATCHING MATERIALS A. New Materials: As specified in product sections; match existing products and work for patching and extending work. B. Type and Quality of Existing Products: Determine by inspecting and testing products where necessary, referring to existing work as a standard. C. Product Substitution: For any proposed change in materials, submit request for substitution described in Section 016000 - Product Requirements. PART 3 - EXECUTION 3.1 EXAMINATION A. Verify that existing site conditions and substrate surfaces are acceptable for subsequent work. Start of work means acceptance of existing conditions. B. Verify that existing substrate is capable of structural support or attachment of new work being applied or attached. C. Examine and verify specific conditions described in individual specification sections. D. Take field measurements before confirming product orders or beginning fabrication, to minimize waste due to over-ordering or misfabrication. E. Verify that utility services are available, of the correct characteristics, and in the correct locations. F. Prior to Cutting: Examine existing conditions prior to commencing work, including elements subject to damage or movement during cutting and patching. After uncovering existing work, assess conditions affecting performance of work. Beginning of cutting or patching means acceptance of existing conditions. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 6 3.2 PREPARATION A. Clean substrate surfaces prior to applying next material or substance. B. Seal cracks or openings of substrate prior to applying next material or substance. C. Apply manufacturer required or recommended substrate primer, sealer, or conditioner prior to applying any new material or substance in contact or bond. 3.3 PREINSTALLATION MEETINGS A. When required in individual specification sections, convene a preinstallation meeting at the site prior to commencing work of the section. B. Require attendance of parties directly affecting, or affected by, work of the specific section. C. Notify Architect four days in advance of meeting date. D. Prepare agenda and preside at meeting: 1. Review conditions of examination, preparation and installation procedures. 2. Review coordination with related work. E. Record minutes and distribute copies within two days after meeting to participants, with two copies to Architect, Owner, participants, and those affected by decisions made. 1. Retain meeting minutes in web-based software for record purposes. 3.4 LAYING OUT THE WORK A. Verify locations of survey control points prior to starting work. B. Promptly notify Architect of any discrepancies discovered. C. Protect survey control points prior to starting site work; preserve permanent reference points during construction. D. Promptly report to Architect the loss or destruction of any reference point or relocation required because of changes in grades or other reasons. E. Replace dislocated survey control points based on original survey control. Make no changes without prior written notice to Architect. F. Utilize recognized engineering survey practices. G. Establish elevations, lines and levels. Locate and lay out by instrumentation and similar appropriate means: 1. Site improvements including pavements; stakes for grading, fill and topsoil placement; utility locations, slopes, and invert elevations. 2. Grid or axis for structures. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 7 3. Building foundation, column locations, ground floor elevations. H. Periodically verify layouts by same means. I. Maintain a complete and accurate log of control and survey work as it progresses. 3.5 GENERAL INSTALLATION REQUIREMENTS A. In addition to compliance with regulatory requirements, conduct construction operations in compliance with NFPA 241, including applicable recommendations in Appendix A. B. Install products as specified in individual sections, in accordance with manufacturer's instructions and recommendations, and so as to avoid waste due to necessity for replacement. C. Make vertical elements plumb and horizontal elements level, unless otherwise indicated. D. Install equipment and fittings plumb and level, neatly aligned with adjacent vertical and horizontal lines, unless otherwise indicated. E. Make consistent texture on surfaces, with seamless transitions, unless otherwise indicated. F. Make neat transitions between different surfaces, maintaining texture and appearance. 3.6 ALTERATIONS A. Drawings showing existing construction and utilities are based on casual field observation and existing record documents only. 1. Verify that construction and utility arrangements are as indicated. 2. Report discrepancies to Architect before disturbing existing installation. 3. Beginning of alterations work constitutes acceptance of existing conditions. B. Maintain weatherproof exterior building enclosure except for interruptions required for replacement or modifications; take care to prevent water and humidity damage. 1. Where openings in exterior enclosure exist, provide construction to make exterior enclosure weatherproof. 2. Insulate existing ducts or pipes that are exposed to outdoor ambient temperatures by alterations work. C. Remove existing work as indicated and as required to accomplish new work. 1. Remove items indicated on drawings. 2. Relocate items indicated on drawings. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 8 3. Where new surface finishes are to be applied to existing work, perform removals, patch, and prepare existing surfaces as required to receive new finish; remove existing finish if necessary for successful application of new finish. 4. Where new surface finishes are not specified or indicated, patch holes and damaged surfaces to match adjacent finished surfaces as closely as possible. D. Services (Including but not limited to HVAC, Plumbing, Fire Protection, Electrical, Telecommunications, and Electronic Safety and Security): Remove, relocate, and extend existing systems to accommodate new construction. 1. Maintain existing active systems that are to remain in operation; maintain access to equipment and operational components; if necessary, modify installation to allow access or provide access panel. 2. Where existing systems or equipment are not active and Contract Documents require reactivation, put back into operational condition; repair supply, distribution, and equipment as required. 3. Where existing active systems serve occupied facilities but are to be replaced with new services, maintain existing systems in service until new systems are complete and ready for service. a. Disable existing systems only to make switchovers and connections; minimize duration of outages. b. Provide temporary connections as required to maintain existing systems in service. 4. Verify that abandoned services serve only abandoned facilities. 5. Remove abandoned pipe, ducts, conduits, and equipment, including those above accessible ceilings; remove back to source of supply where possible, otherwise cap stub and tag with identification; patch holes left by removal using materials specified for new construction. E. Protect existing work to remain. 1. Prevent movement of structure; provide shoring and bracing if necessary. 2. Perform cutting to accomplish removals neatly and as specified for cutting new work. 3. Repair adjacent construction and finishes damaged during removal work. F. Adapt existing work to fit new work: Make as neat and smooth transition as possible. 1. When existing finished surfaces are cut so that a smooth transition with new work is not possible, terminate existing surface along a straight line at a natural line of division and make recommendation to Architect. 2. Where removal of partitions or walls results in adjacent spaces becoming one, rework floors, walls, and ceilings to a smooth plane without breaks, steps, or bulkheads. 3. Where a change of plane of 1/4 inch or more occurs in existing work, submit recommendation for providing a smooth transition for Architect review and request instructions. G. Patching: Where the existing surface is not indicated to be refinished, patch to match the surface finish that existed prior to cutting. Where the surface is indicated to be refinished, patch so that the substrate is ready for the new finish. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 9 H. Refinish existing surfaces as indicated: 1. Where rooms or spaces are indicated to be refinished, refinish all visible existing surfaces to remain to the specified condition for each material, with a neat transition to adjacent finishes. 2. If mechanical or electrical work is exposed accidentally during the work, re- cover and refinish to match. I. Clean existing systems and equipment. J. Remove demolition debris and abandoned items from alterations areas and dispose of off-site; do not burn or bury. K. Do not begin new construction in alterations areas before demolition is complete. L. Comply with all other applicable requirements of this section. 3.7 CUTTING AND PATCHING A. Whenever possible, execute the work by methods that avoid cutting or patching. B. See Alterations article above for additional requirements. C. Perform whatever cutting and patching is necessary to: 1. Complete the work. 2. Fit products together to integrate with other work. 3. Provide openings for penetration of mechanical, electrical, and other services. 4. Match work that has been cut to adjacent work. 5. Repair areas adjacent to cuts to required condition. 6. Repair new work damaged by subsequent work. 7. Remove samples of installed work for testing when requested. 8. Remove and replace defective and non-complying work. D. Execute work by methods that avoid damage to other work and that will provide appropriate surfaces to receive patching and finishing. In existing work, minimize damage and restore to original condition. E. Employ original installer to perform cutting for weather exposed and moisture resistant elements, and sight exposed surfaces. F. Cut rigid materials using masonry saw or core drill. Pneumatic tools not allowed without prior approval. G. Restore work with new products in accordance with requirements of Contract Documents. H. Fit work air tight to pipes, sleeves, ducts, conduit, and other penetrations through surfaces. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 10 I. At penetrations of fire rated walls, partitions, ceiling, or floor construction, completely seal voids with fire rated material in accordance with Section 078400, to full thickness of the penetrated element. J. Patching: 1. Finish patched surfaces to match finish that existed prior to patching. On continuous surfaces, refinish to nearest intersection or natural break. For an assembly, refinish entire unit. 2. Match color, texture, and appearance. 3. Repair patched surfaces that are damaged, lifted, discolored, or showing other imperfections due to patching work. If defects are due to condition of substrate, repair substrate prior to repairing finish. 3.8 PROGRESS CLEANING A. Maintain areas free of waste materials, debris, and rubbish. Maintain site in a clean and orderly condition. B. Remove debris and rubbish from pipe chases, plenums, attics, crawl spaces, and other closed or remote spaces, prior to enclosing the space. C. Broom and vacuum clean interior areas prior to start of surface finishing, and continue cleaning to eliminate dust. D. Collect and remove waste materials, debris, and trash/rubbish from site periodically and dispose off-site; do not burn or bury. 3.9 PROTECTION OF INSTALLED WORK A. See Section 017610 for temporary protective covering materials. B. See Section 090561 - Common Work Results for Flooring Preparation and Protection for additional temporary protective covering materials for flooring. C. Protect installed work from damage by construction operations. D. Provide special protection where specified in individual specification sections. E. Provide temporary and removable protection for installed products. Control activity in immediate work area to prevent damage. F. Provide protective coverings at walls, projections, jambs, sills, and soffits of openings. G. Protect finished floors, stairs, and other surfaces from traffic, dirt, wear, damage, or movement of heavy objects, by protecting with durable sheet materials. H. Protect work from spilled liquids. If work is exposed to spilled liquids, immediately remove protective coverings, dry out work, and replace protective coverings. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 11 I. Prohibit traffic or storage upon waterproofed or roofed surfaces. If traffic or activity is necessary, obtain recommendations for protection from waterproofing or roofing material manufacturer. J. Remove protective coverings when no longer needed; reuse or recycle coverings if possible. 3.10 SYSTEM STARTUP A. Coordinate schedule for start-up of various equipment and systems. B. Notify Architect and Owner seven days prior to start-up of each item. C. Verify that each piece of equipment or system has been checked for proper lubrication, drive rotation, belt tension, control sequence, and for conditions that may cause damage. D. Verify tests, meter readings, and specified electrical characteristics agree with those required by the equipment or system manufacturer. E. Verify that wiring and support components for equipment are complete and tested. Execute start-up under supervision of applicable Contractor personnel and manufacturer's representative in accordance with manufacturers' instructions. G. When specified in individual specification Sections, require manufacturer to provide authorized representative to be present at site to inspect, check, and approve equipment or system installation prior to start-up, and to supervise placing equipment or system in operation. H. Submit a written report that equipment or system has been properly installed and is functioning correctly. 3.11 DEMONSTRATION AND INSTRUCTION A. See Section 017900 - Demonstration and Training. 3.12 ADJUSTING A. Adjust operating products and equipment to ensure smooth and unhindered operation. 3.13 FINAL CLEANING A. Execute final cleaning prior to final project assessment. B. Use cleaning materials that are nonhazardous. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 12 C. Clean interior and exterior glass, surfaces exposed to view; remove temporary labels, stains and foreign substances, polish transparent and glossy surfaces, vacuum carpeted and soft surfaces. D. Remove all labels that are not permanent. Do not paint or otherwise cover fire test labels or nameplates on mechanical and electrical equipment. E. Clean equipment and fixtures to a sanitary condition with cleaning materials appropriate to the surface and material being cleaned. F. Clean filters of operating equipment. G. Clean debris from roofs, gutters, downspouts, scuppers, overflow drains, area drains, and drainage systems. H. Clean site; sweep paved areas, rake clean landscaped surfaces. I. Remove waste, surplus materials, trash/rubbish, and construction facilities from the site; dispose of in legal manner; do not burn or bury. 3.14 CLOSEOUT PROCEDURES A. Make submittals that are required by governing or other authorities. 1. Provide copies to Architect and Owner. B. Accompany Project Coordinator on preliminary inspection to determine items to be listed for completion or correction in the Contractor's Correction Punch List for Contractor's Notice of Substantial Completion. C. Notify Architect when work is considered ready for Architect's Substantial Completion inspection. Provide 14 days notification. 1. Entire project will be inspected at one time. If the Contractor requests phased inspections for Contractor's convenience, Owner and Architect must agree to phased inspections. a. Phased inspections by the Architect may result in additional fees for the Architect's services. Additional fees to be paid by Owner or Contractor. 2. If Architect conducts the Substantial Completion inspection and determines that the Contractor is not ready for Substantial Completion, the Architect, at their discretion, may take the following actions: a. The Architect may conduct a Substantial Completion inspection of areas deemed ready for inspection. Areas found not ready for inspection, an additional Substantial Completion inspection(s) shall be required. Additional inspections may result in additional fees for Architect's services to be paid by Owner or Contractor. If Architect determines that no areas are ready for Substantial Completion, Contractor must reschedule future Substantial Completion Inspection. Additional inspections may result in additional fees for Architect's services to be paid by Owner or Contractor. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 13 D. Submit written certification containing Contractor's Correction Punch List, that Contract Documents have been reviewed, work has been inspected, and that work is complete in accordance with Contract Documents and ready for Architect's Substantial Completion inspection. Provide 14 days notification. E. Conduct Substantial Completion inspection and create Final Correction Punch List containing Architect's and Contractor's comprehensive list of items identified to be completed or corrected and submit to Architect. F. Correct items of work listed in Final Correction Punch List and comply with requirements for access to Owner-occupied areas. G. Notify Architect when work is considered finally complete and ready for Architect's Substantial Completion final inspection. H. Complete items of work determined by Architect listed in executed Certificate of Substantial Completion. 3.15 MAINTENANCE A. Provide service and maintenance of components indicated in specification sections. B. Maintenance Period: As indicated in specification sections or, if not indicated, not less than one year from the Date of Substantial Completion or the length of the specified warranty, whichever is longer. C. Examine system components at a frequency consistent with reliable operation. Clean, adjust, and lubricate as required. D. Include systematic examination, adjustment, and lubrication of components. Repair or replace parts whenever required. Use parts produced by the manufacturer of the original component. E. Maintenance service shall not be assigned or transferred to any agent or subcontractor without prior written consent of the Owner. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 14 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 15 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 16 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 17 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 1 SECTION 017419 - CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL PART 1 - GENERAL 1.1 WASTE MANAGEMENT REQUIREMENTS A. Owner requires that this project generate the least amount of trash and waste possible. B. Owner requests that contractor utilizes City of Bozeman Solid Waste services for disposal of waste and recyclable materials whenever possible. B. Employ processes that ensure the generation of as little waste as possible due to error, poor planning, breakage, mishandling, contamination, or other factors. C. Minimize trash/waste disposal in landfills; reuse, salvage, or recycle as much waste as economically feasible. D. Contractor Reporting Responsibilities: Submit periodic Waste Disposal Reports; report landfill disposal, incineration, recycling, salvage, and reuse regardless of to whom the cost or savings accrues; use the same units of measure on required reports. E. Develop and follow a Waste Management Plan designed to implement these requirements using attached forms. F. Methods of trash/waste disposal that are not acceptable are: 1. Burning on the project site. 2. Burying on the project site. 3. Dumping or burying on other property, public or private. 4. Other illegal dumping or burying. G. Regulatory Requirements: Contractor is responsible for knowing and complying with regulatory requirements, including but not limited to Federal, state and local requirements, pertaining to legal disposal of all construction and demolition waste materials. 1.2 RELATED REQUIREMENTS A. Section 011000 - Summary: List of items to be salvaged from the existing building for relocation in project or for Owner. B. Section 012500 - Substitution Procedures. C. Section 013000 - Administrative Requirements: Additional requirements for project meetings, reports, submittal procedures, and project documentation. D. Section 015000 - Temporary Facilities and Controls: Additional requirements related to trash/waste collection and removal facilities and services. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 2 E. Section 016000 - Product Requirements: Waste prevention requirements related to product substitutions. F. Section 016000 - Product Requirements: Waste prevention requirements related to delivery, storage, and handling. G. Section 017000 - Execution and Closeout Requirements: Trash/waste prevention procedures related to demolition, cutting and patching, installation, protection, and cleaning. 1.3 DEFINITIONS A. Clean: Untreated and unpainted; not contaminated with oils, solvents, caulk, or the like. B. Construction and Demolition Waste: Solid wastes typically including building materials, packaging, trash, debris, and rubble resulting from construction, remodeling, repair and demolition operations. C. Hazardous: Exhibiting the characteristics of hazardous substances, i.e., ignitibility, corrosivity, toxicity or reactivity. D. Nonhazardous: Exhibiting none of the characteristics of hazardous substances, i.e., ignitibility, corrosivity, toxicity, or reactivity. E. Nontoxic: Neither immediately poisonous to humans nor poisonous after a long period of exposure. F. Recyclable: The ability of a product or material to be recovered at the end of its life cycle and remanufactured into a new product for reuse by others. G. Recycle: To remove a waste material from the project site to another site for remanufacture into a new product for reuse by others. H. Recycling: The process of sorting, cleansing, treating and reconstituting solid waste and other discarded materials for the purpose of using the altered form. Recycling does not include burning, incinerating, or thermally destroying waste. I. Return: To give back reusable items or unused products to vendors for credit. J. Reuse: To reuse a construction waste material in some manner on the project site. K. Salvage: To remove a waste material from the project site to another site for resale or reuse by others. L. Sediment: Soil and other debris that has been eroded and transported by storm or well production run-off water. M. Source Separation: The act of keeping different types of waste materials separate beginning from the first time they become waste. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 3 N. Toxic: Poisonous to humans either immediately or after a long period of exposure. O. Trash: Any product or material unable to be reused, returned, recycled, or salvaged. P. Waste: Extra material or material that has reached the end of its useful life in its intended use. Waste includes salvageable, returnable, recyclable, and reusable material. 1.4 SUBMITTALS A. See Section 013000 - Administrative Requirements for submittal procedures. B. Submit Waste Management Plan within 10 calendar days after receipt of Notice of Award of Bid, or prior to any trash or waste removal, whichever occurs sooner; submit projection of all trash and waste that will require disposal and alternatives to landfilling. C. Waste Management Plan: Include the following information: 1. Analysis of the trash and waste projected to be generated during the entire project construction cycle, including types and quantities. 2. Landfill Options: The name, address, and telephone number of the landfill(s) where trash/waste will be disposed of, the applicable landfill tipping fee(s), and the projected cost of disposing of all project trash/waste in the landfill(s). 3. Landfill Alternatives: List all waste materials that will be diverted from landfills by reuse, salvage, or recycling. 4. Meetings: Describe regular meetings to be held to address waste prevention, reduction, recycling, salvage, reuse, and disposal. 5. Materials Handling Procedures: Describe the means by which materials to be diverted from landfills will be protected from contamination and prepared for acceptance by designated facilities; include separation procedures for recyclables, storage, and packaging. 6. Transportation: Identify the destination and means of transportation of materials to be recycled; i.e. whether materials will be site-separated and self-hauled to designated centers, or whether mixed materials will be collected by a waste hauler. 7. Recycling Incentives: Describe procedures required to obtain credits, rebates, or similar incentives. D. Waste Disposal Reports: Submit at specified intervals, with details of quantities of trash and waste, means of disposal or reuse, and costs; show both totals to date and since last report. 1. Submit updated Report with each Application for Progress Payment; failure to submit Report will delay payment. 2. Submit Report on a form acceptable to Owner. 3. Landfill Disposal: Include the following information: a. Identification of material. b. Amount, in tons or cubic yards, of trash/waste material from the BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 4 project disposed of in landfills. c. State the identity of landfills, total amount of tipping fees paid to landfill, and total disposal cost. d. Include manifests, weight tickets, receipts, and invoices as evidence of quantity and cost. 4. Incinerator Disposal: Include the following information: a. Identification of material. b. Amount, in tons or cubic yards, of trash/waste material from the project delivered to incinerators. c. State the identity of incinerators, total amount of fees paid to incinerator, and total disposal cost. d. Include manifests, weight tickets, receipts, and invoices as evidence of quantity and cost. 5. Recycled and Salvaged Materials: Include the following information for each: a. Identification of material, including those retrieved by installer for use on other projects. b. Amount, in tons or cubic yards, date removed from the project site, and receiving party. c. Transportation cost, amount paid or received for the material, and the net total cost or savings of salvage or recycling each material. d. Include manifests, weight tickets, receipts, and invoices as evidence of quantity and cost. e. Certification by receiving party that materials will not be disposed of in landfills or by incineration. 6. Material Reused on Project: Include the following information for each: a. Identification of material and how it was used in the project. b. Amount, in tons or cubic yards. c. Include weight tickets as evidence of quantity. 7. Other Disposal Methods: Include information similar to that described above, as appropriate to disposal method. E. Recycling Incentive Programs: 1. Where revenue accrues to Contractor, submit copies of documentation required to qualify for incentive. 2. Where revenue accrues to Owner, submit any additional documentation required by Owner in addition to information provided in periodic Waste Disposal Report. PART 2 - PRODUCTS 2.1 PRODUCT SUBSTITUTIONS A. See Section 016000 and Section 012500. B. For each proposed product substitution, submit the following information in addition to requirements specified in Section 016000: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 5 1. Relative amount of waste produced, compared to specified product. 2. Cost savings on waste disposal, compared to specified product, to be deducted from the Contract Sum. 3. Proposed disposal method for waste product. 4. Markets for recycled waste product. PART 3 - EXECUTION 3.1 WASTE MANAGEMENT PROCEDURES A. See Section 011000 for list of items to be salvaged from the existing building for relocation in project or for Owner. B. See Section 013000 for additional requirements for project meetings, reports, submittal procedures, and project documentation. C. See Section 015000 for additional requirements related to trash/waste collection and removal facilities and services. D. See Section 016000 for waste prevention requirements related to delivery, storage, and handling. E. See Section 017000 for trash/waste prevention procedures related to demolition, cutting and patching, installation, protection, and cleaning. 3.2 WASTE MANAGEMENT PLAN IMPLEMENTATION A. Manager: Designate an on-site person or persons responsible for instructing workers and overseeing and documenting results of the Waste Management Plan. B. Communication: Distribute copies of the Waste Management Plan to job site foreman, each subcontractor, Owner, and Architect. C. Instruction: Provide on-site instruction of appropriate separation, handling, and recycling, salvage, reuse, and return methods to be used by all parties at the appropriate stages of the project. D. Meetings: Discuss trash/waste management goals and issues at project meetings. 1. Prebid meeting. 2. Preconstruction meeting. 3. Regular job-site meetings. E. Facilities: Provide specific facilities for separation and storage of materials for recycling, salvage, reuse, return, and trash disposal, for use by all contractors and installers. 1. As a minimum, provide: a. Separate area for storage of materials to be reused on-site, such as wood cut-offs for blocking. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 6 b. Separate dumpsters for each category of recyclable. c. Recycling bins at worker lunch area. 2. Provide containers as required. 3. Provide temporary enclosures around piles of separated materials to be recycled or salvaged. 4. Locate enclosures out of the way of construction traffic. 5. Provide adequate space for pick-up and delivery and convenience to subcontractors. 6. If an enclosed area is not provided, clearly lay out and label a specific area on-site. 7. Keep recycling and trash/waste bin areas neat and clean and clearly marked in order to avoid contamination of materials. F. Hazardous Wastes: Separate, store, and dispose of hazardous wastes according to applicable regulations. G. Recycling: Separate, store, protect, and handle at the site identified recyclable waste products in order to prevent contamination of materials and to maximize recyclability of identified materials. Arrange for timely pickups from the site or deliveries to recycling facility in order to prevent contamination of recyclable materials. H. Reuse of Materials On-Site: Set aside, sort, and protect separated products in preparation for reuse. I. Salvage: Set aside, sort, and protect products to be salvaged for reuse off-site. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 7 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 8 017419 - APPENDIX B - STANDARD SOLID WASTE CONVERSIONS The following sections provide conversions for solid waste and recyclable materials. Section 1 provides formulas to convert solid waste volume (cubic yards) into tons. Section 2 includes conversion factors to estimate the volume and weight of a number of solid waste and recyclable materials. 1. To convert cubic yards to tons: A: For Un-Compacted Trash, To Convert The Units Of Cubic Yards Into Tons, Using The Standard density of trash value of 250 pounds per cubic yard: Using “x” cubic yards, multiply by 250 pounds per cubic yard, divide by 2000 pounds per ton, to obtain value in tons. “x” cubic yards x 250 pounds ÷ 1 ton = ______ tons cubic yard 2000 pounds This equals: “X” cubic yards x 0.125 tons = _______ tons cubic yard In this case, 8 cubic yards = one ton. B: To determine your own density value for un-compacted trash (instead of using the standard value of 250 pounds per cubic yard), using a 32 gallon trash can: (1) Weigh the trash can both filled and empty (use a full 32 gallon trash can filled with trash roughly level to the top); (2) Subtract the empty weight from the filled weight to get the weight of trash (filled weight – empty weight = weight of trash); (3) Use the formula, using “y” your weight of trash (pounds), divided by 0.15 cubic yards per 32 gallon trash can, to obtain your value in pounds per cubic yard; which equals: “y” pounds / 0.15 cubic yards = ________ pounds 32 gallon can 32 gallon can cubic yard (4) Substitute this value for the 250 pounds per cubic yard value in method a above. This would be the more accurate measure of your park’s specific waste. C: For compacted trash, to convert cubic yards into tons: To use a compaction ratio, multiply the appropriate ratio times the un-compacted trash weight in formula a to obtain the compacted trash weight. “x” cubic yards x 3 (compaction ratio) x 250 pounds x 1 ton = ______ tons cubic yard 2000 pounds BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 9 TYPICAL COMPACTION RATIOS FOR TRASH: 3:1 (TYPICAL) 4:1 (HIGHER-COMPACTION VEHICLES) If you or your hauler don’t know the compacting ratio, the typical values for compacted trash are 500 to 1000 lbs./cubic yard, average 700 lbs./cubic yard. Use 700 lbs. per cubic yard if you don’t have more accurate records. For compacted trash, 0.4 is used instead of 0.125 in formula a: “x” cubic yards x 0.4 tons = _______ tons cubic yard D: To convert container size to cubic yards for un-compacted waste: If you don't have size and weight information on your specific containers, then these typical values can be used: 1 cubic yard = 202 gallons 32 gallon can = 0.15 cubic yards 60 gallon tote = 0.30 cubic yards 90 gallon tote = 0.45 cubic yards 2. EPA’S STANDARD VOLUME-TO-WEIGHT CONVERSION FACTORS BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 10 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 11 A. Information obtained from Washington State. B. Draft National Recycling Coalition Measurement Standards and Reporting Guidelines presented to NRC membership. October 31, 1989. C. Personal communication with a representative from Allwaste. November 6, 1995. D. Battery Council International. 1995. 1994 National Recycling Rate Study. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 12 E. U.S. Epa. 1995. Methodology for Characterization of Municipal Solid Waste In The United States: 1994 Update. epa530-r-96-001. Washington, DC. F. U.S. EPA. 1993. Business Guide for Reducing Solid Waste. EPA530-k-92-004. WASHINGTON, DC. G. Personal communication with a representative from the steel recycling institute. November 1, 1995. H. Information obtained from Massachusetts State. I. Information obtained from New Jersey and New York States. J. Personal communication with a representative from the American Plastics Council. November 2, 1995. K. Personal communication with a representative from the Scrap Tire Management Council. November 6, 1995. l. Information obtained from Northeast Forest Products, Martin Mulch Company, and The Solid Waste Association of North America. M. Solid Waste Association of North America, Manager of Landfill Operations Training and Certification Course. January 1989. N. Information obtained from New Jersey and New York States. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY PROTECTIVE COVERINGS 017610 - 1 SECTION 017610 - TEMPORARY PROTECTIVE COVERINGS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Temporary protective coverings for installed floors, walls, and other surfaces. 1.2 RELATED REQUIREMENTS A. Section 017000 - Execution and Closeout Requirements: Coordination of requirements for materials specified in this section. 1.3 DEFINITIONS A. Heavy Duty Protection Level: Floor protection measures suitable for heavy traffic areas with frequent or daily foot and rolling traffic. B. Medium Duty Protection Level: Floor protection measures suitable for medium traffic areas with infrequent foot and rolling traffic. C. Light Duty Protection Level: Floor protection measures suitable for light traffic areas with minimal to no foot and rolling traffic. 1.4 REFERENCE STANDARDS A. ANSI A135.4 - Basic Hardboard; 2012 (Reaffirmed 2020). B. ASTM C208 - Standard Specification for Cellulosic Fiber Insulating Board; 2022. C. ASTM E84 - Standard Test Method for Surface Burning Characteristics of Building Materials; 2023d. D. NFPA 701 - Standard Methods of Fire Tests for Flame Propagation of Textiles and Films; 2023, with Errata. 1.5 SUBMITTALS A. See Section 013000 - Administrative Requirements for submittal procedures. B. Product Data: Provide data on specified products, describing physical and performance characteristics; including sizes available; and installation instructions. C. Shop Drawings: Indicate existing finished surfaces to be protected. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY PROTECTIVE COVERINGS 017610 - 2 D. Protection Plan: Provide a project specific plan for temporary protection of floors and walls that are finished or contribute to a finished assembly. 1. Identify protected locations, level of protection, and when temporary protection shall be placed or removed. 2. Identify which finished surfaces shall not be protected in the plan and why. Describe how they shall be protected from general construction activities. PART 2 - PRODUCTS 2.1 MANUFACTURERS A. Temporary Protective Coverings: Subject to compliance with requirements, available manufacturers offering products that may be incorporated into the Work include, but are not limited to the following: 1. FiberTite, Seaman Corporation. 2. Griffolyn, Division of Reef Industries. 3. JG Innovations, Inc. 4. Proflex Products, Inc. 5. Ram Board/Surface Shields. 6. Skudo USA. 7. TuffWrap. B. Substitutions: See Section 016000 - Product Requirements. 2.2 GENERAL A. Provide materials that are easily removed without damage to the surfaces covered and with the following characteristics: 1. Water resistant. 2. Vapor permeable. 3. Impact resistant. 4. Slip resistant. 5. Flame retardant. 2.3 MATERIALS A. Sheet Materials: 1. Corrugated polypropylene sheet. 2. Wood Hardboard: ANSI A135.4, tempered, 1/4 inch thick nominal. 3. Plywood, 1/2 inch thick nominal. 4. Fiberboard: ASTM C208, 1/2 inch thick nominal. 5. Flame Retardance: Meet requirements of NFPA 701. 6. Surface Burning Characteristics: Maximum flame spread index of 25 and smoke developed index of 450; when system tested in accordance with ASTM E84. B. Rolled Materials: 1. Self-adhering polyethylene film. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY PROTECTIVE COVERINGS 017610 - 3 2. Recycled cellulose fiberboard paper. 3. Laminated glass fiber reinforced kraft paper. 4. Flame Retardance: Meet requirements of NFPA 701. 5. Surface Burning Characteristics: Maximum flame spread index of 25 and smoke developed index of 450; when system tested in accordance with ASTM E84. C. Corner and Door Jamb Protection Materials: 1. Cardboard, shaped specifically for application. 2. PVC plastic. D. Tape: Type recommended by protective covering material manufacturer. PART 3 - EXECUTION 3.1 GENERAL A. Surfaces requiring protection from construction for duration of the Work: 1. Architectural concrete, sealed concrete, polished concrete, and burnished concrete shall be protected from normal construction activities in both unfinished and finished conditions. 2. All Division 09 finishes once installed and subjected to construction traffic and activities. 3.2 PREPARATION A. Remove dirt and debris from surfaces to be protected. 3.3 INSTALLATION A. Install in accordance with manufacturer's instructions. B. Trim or overlap sheet materials to fit area to be covered. C. Roll out and cut rolled materials to fit area to be covered. D. Tape seams. Avoid taping directly to finished surfaces. E. Stretch self-adhering film materials to completely cover surface. F. Install door jamb protection to full height of opening. 3.4 REMOVAL A. Remove protective coverings prior to Date of Substantial Completion. Reuse or recycle materials if possible. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CLOSEOUT SUBMITTALS 017800 - 1 SECTION 017800 - CLOSEOUT SUBMITTALS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Project record documents. B. Operation and maintenance data. C. Materials transparency manual. D. Warranties and bonds. E. Warranty Ticket System. 1.2 RELATED REQUIREMENTS A. Section 013000 - Administrative Requirements: Submittals procedures, shop drawings, product data, and samples. B. Individual Product Sections: Specific requirements for operation and maintenance data. C. Individual Product Sections: Warranties required for specific products or Work. 1.3 SUBMITTALS A. Project Record Documents: Submit documents to Architect with claim for final Application for Payment. B. Operation and Maintenance Data: 1. For equipment, or component parts of equipment put into service during construction and operated by Owner, submit completed documents within ten days after acceptance. 2. Submit PDF Electronic files. Assemble each manual into one combined, electronically indexed file. Submit through web-based project software. a. Name each indexed document file in combined electronic index with applicable item name. Include a complete electronically- linked operation and maintenance directory. b. Enable inserted reviewer comments on draft submittals. 3. Submit one copy of completed documents 15 days prior to final inspection. This copy will be reviewed and returned after final inspection, with Architect comments. Revise content of all document sets as required prior to final submission. 4. Submit one set of revised final documents in final form within 10 days after final inspection. C. Materials Transparency Manual: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CLOSEOUT SUBMITTALS 017800 - 2 1. Compile and submit a digital version of information disclosing materials content for interior finishes, furnishings (including workstations), built-in furniture. D. Warranties and Bonds: 1. For equipment or component parts of equipment put into service during construction with Owner's permission, submit documents within 10 days after acceptance. 2. Make other submittals within 10 days after Date of Substantial Completion, prior to final Application for Payment. 3. For items of Work for which acceptance is delayed beyond Date of Substantial Completion, submit within 10 days after acceptance, listing the date of acceptance as the beginning of the warranty period. PART 2 - PRODUCTS - NOT USED PART 3 - EXECUTION 3. 1 PROJECT RECORD DOCUMENTS A. Maintain on site one set of the following record documents; record actual revisions to the Work: 1. Drawings. 2. Specifications. 3. Addenda. 4. Change Orders and other modifications to the Contract. 5. Reviewed shop drawings, product data, and samples. 6. Manufacturer's instruction for assembly, installation, and adjusting. B. Ensure entries are complete and accurate, enabling future reference by Owner. C. Store record documents separate from documents used for construction. D. Record information concurrent with construction progress. Note Construction Change Directive numbers, alternate numbers, Change Order numbers, and similar identification, where applicable. E. Specifications: Legibly mark and record at each product section description of actual products installed, including the following: 1. Manufacturer's name and product model and number. 2. Product substitutions or alternates utilized. 3. Changes made by Addenda and modifications. 4. Submit record specifications as annotated PDF electronic file. F. Record Drawings and Shop Drawings: Legibly mark each item to record actual construction including: 1. Measured horizontal and vertical locations of underground utilities and appurtenances, referenced to permanent surface improvements. 2. Measured locations of internal utilities and appurtenances concealed in construction, referenced to visible and accessible features of the Work. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CLOSEOUT SUBMITTALS 017800 - 3 3. Field changes of dimension and detail. 4. Details not on original Contract drawings. G. Record Digital Data Files: Immediately before inspection for Certification of Substantial Completion, review marked-up record prints with Architect. When authorized, prepare a full set of corrected digital data files of the Contract Drawings. 1. Format: Annotated PDF electronic file with comment function enabled. 2. Incorporate changes and additional information previously marked on record prints. 3. Delete, redraw, and add details and notations where applicable. 4. Refer instances of uncertainty to Architect through Construction Manager for resolution. 5. Architect shall furnish one set of digital data files of the Contract Drawings for use in recording information in accordance with Section 013000 - Administrative Requirements. 3.2 OPERATION AND MAINTENANCE DATA A. Source Data: For each product or system, list names, addresses and telephone numbers of Subcontractors and suppliers, including local source of supplies and replacement parts. B. Product Data: Mark each sheet to clearly identify specific products and component parts, and data applicable to installation. Delete inapplicable information. C. Drawings: Supplement product data to illustrate relations of component parts of equipment and systems, to show control and flow diagrams. Do not use Project Record Documents as maintenance drawings. D. Typed Text: As required to supplement product data. Provide logical sequence of instructions for each procedure, incorporating manufacturer's instructions. 3.3 OPERATION AND MAINTENANCE DATA FOR MATERIALS AND FINISHES A. For Each Product, Applied Material, and Finish: 1. Product data, with catalog number, size, composition, and color and texture designations. 2. Information for re-ordering custom manufactured products. B. Instructions for Care and Maintenance: Manufacturer's recommendations for cleaning agents and methods, precautions against detrimental cleaning agents and methods, and recommended schedule for cleaning and maintenance. C. Moisture protection and weather-exposed products: Include product data listing applicable reference standards, chemical composition, and details of installation. Provide recommendations for inspections, maintenance, and repair. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CLOSEOUT SUBMITTALS 017800 - 4 D. Additional information as specified in individual product specification sections. E. Where additional instructions are required, beyond the manufacturer's standard printed instructions, have instructions prepared by personnel experienced in the operation and maintenance of the specific products. 3.4 OPERATION AND MAINTENANCE DATA FOR EQUIPMENT AND SYSTEMS A. For Each Item of Equipment and Each System: 1. Description of unit or system, and component parts. 2. Identify function, normal operating characteristics, and limiting conditions. 3. Include performance curves, with engineering data and tests. 4. Complete nomenclature and model number of replaceable parts. B. Where additional instructions are required, beyond the manufacturer's standard printed instructions, have instructions prepared by personnel experienced in the operation and maintenance of the specific products. C. Operating Procedures: Include start-up, break-in, and routine normal operating instructions and sequences. Include regulation, control, stopping, shut-down, and emergency instructions. Include summer, winter, and any special operating instructions. D. Maintenance Requirements: Include routine procedures and guide for preventative maintenance and trouble shooting; disassembly, repair, and reassembly instructions; and alignment, adjusting, balancing, and checking instructions. E. Include manufacturer's printed operation and maintenance instructions. F. Provide original manufacturer's parts list, illustrations, assembly drawings, and diagrams required for maintenance. G. Include test and balancing reports. H. Additional Requirements: As specified in individual product specification sections. 3.5 ASSEMBLY OF DIGITAL OPERATION AND MAINTENANCE MANUALS A. Assemble operation and maintenance data in the form of a multiple file composite electronic PDF file for each manual type required. B. Electronic files: Use electronic files prepared by manufacturer where available. Where scanning of paper documents is required, configure scanned file for minimum readable file size. C. Bookmarks: Bookmark individual documents based on file names. D. File Names: Name document files to correspond to system, subsystem, and equipment names used in manual directory and table of contents. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CLOSEOUT SUBMITTALS 017800 - 5 3.6 WARRANTIES AND BONDS A. Obtain warranties and bonds, executed in duplicate by responsible Subcontractors, suppliers, and manufacturers, within 10 days after completion of the applicable item of work. Except for items put into use with Owner's permission, leave date of beginning of time of warranty until Date of Substantial completion is determined. B. Verify that documents are in proper form, contain full information, and are notarized. C. Co-execute submittals when required. D. Retain warranties and bonds until time specified for submittal. E. Manual: Bind in commercial quality 8-1/2 by 11 inch three D side ring binders with durable plastic covers. F. Cover: Identify each binder with typed or printed title WARRANTIES AND BONDS, with title of Project; name, address and telephone number of Contractor and equipment supplier; and name of responsible company principal. G. Table of Contents: Neatly typed, in the sequence of the Table of Contents of the Project Manual, with each item identified with the number and title of the specification section in which specified, and the name of product or work item. 1. Separate each warranty or bond with index tab sheets keyed to the Table of Contents listing. 2. Provide full information, using separate typed sheets as necessary. List Subcontractor, supplier, and manufacturer, with name, address, and telephone number of responsible principal. 3.7 WARRANTY TICKET SYSTEM A. Develop, host, and maintain an online warranty ticket system for tracking and managing warranty claims. System shall be accessible to Architect, Owner, and subcontractors for the duration of the warranty period. 1. Online warranty system: a. Warranty claims submitted electronically and incorporate detailed descriptions and photographs of warranty issues. b. Track status of each claim. c. Provide updates on actions taken including investigation reports, subcontractor communication, and completion of warranty work. d. Provide notification to Architect, and other relevant parties, when warranty issues require design input or involve non-warranty matters. 2. Provide training and support to Owner, Architect, and subcontractors on use of warranty ticket system. 3. Use of this system does not absolve the Contractor of any responsibilities outlines in the contract documents regarding the correction of Work or maintenance services. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CLOSEOUT SUBMITTALS 017800 - 6 END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMONSTRATION AND TRAINING 017900 - 1 SECTION 017900 - DEMONSTRATION AND TRAINING PART 1 - GENERAL 1.1 SUMMARY A. Demonstration of products and systems where indicated in specific specification sections. B. Training of Owner personnel in operation and maintenance is required for: 1. All software-operated systems. 2. HVAC systems and equipment. 3. Plumbing equipment. 4. Fire suppression system. 5. Electrical systems and equipment. 6. Items specified in individual product Sections. C. Training of Owner personnel in care, cleaning, maintenance, and repair is required for: 1. Roofing, waterproofing, and other weather-exposed or moisture protection products. 2. Finishes, including flooring, wall finishes, ceiling finishes. 3. Fixtures and fittings. 4. Items specified in individual product Sections. 1.2 RELATED REQUIREMENTS A. Section 017800 - Closeout Submittals: Operation and maintenance manuals. B. Section 019113 - General Commissioning Requirements: Additional requirements applicable to demonstration and training. C. Other Specification Sections: Additional requirements for demonstration and training. 1.3 SUBMITTALS A. See Section 013000 - Administrative Requirements, for submittal procedures. B. Training Plan: Owner will designate personnel to be trained; tailor training to needs and skill-level of attendees. 1. Submit to Architect for transmittal to Owner. 2. Submit not less than four weeks prior to start of training. 3. Revise and resubmit until acceptable. 4. Provide an overall schedule showing all training sessions. 5. Include at least the following for each training session: a. Identification, date, time, and duration. b. Description of products and/or systems to be covered. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMONSTRATION AND TRAINING 017900 - 2 c. Name of firm and person conducting training; include qualifications. d. Intended audience, such as job description. e. Objectives of training and suggested methods of ensuring adequate training. f. Methods to be used, such as classroom lecture, live demonstrations, hands-on, etc. g. Media to be used, such a slides, hand-outs, etc. h. Training equipment required, such as projector, projection screen, etc., to be provided by Contractor. C. Training Manuals: 1. Provide training manual for each attendee; allow for minimum of two attendees per training session. a. Include applicable portion of O&M manuals. b. Include copies of all hand-outs, slides, overheads, video presentations, etc., that are not included in O&M manuals. c. Provide one extra copy of each training manual to be included with operation and maintenance data. 1.4 QUALITY ASSURANCE A. Instructor Qualifications: Familiar with design, operation, maintenance and troubleshooting of the relevant products and systems. 1. Provide as instructors the most qualified trainer of those contractors and/or installers who actually supplied and installed the systems and equipment. 2. Where a single person is not familiar with all aspects, provide specialists with necessary qualifications. PART 2 - PRODUCTS - NOT USED PART 3 - EXECUTION 3.1 DEMONSTRATION - GENERAL A. Demonstrations conducted during system start-up do not qualify as demonstrations for the purposes of this section, unless approved in advance by Owner. B. Demonstration may be combined with Owner personnel training if applicable. C. Operating Equipment and Systems: Demonstrate operation in all modes, including start-up, shut-down, seasonal changeover, emergency conditions, and troubleshooting, and maintenance procedures, including scheduled and preventive maintenance. 1. Perform demonstrations not less than two weeks prior to Substantial Completion. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMONSTRATION AND TRAINING 017900 - 3 2. For equipment or systems requiring seasonal operation, perform demonstration for other season within six months. D. Non-Operating Products: Demonstrate cleaning, scheduled and preventive maintenance, and repair procedures. 1. Perform demonstrations not less than two weeks prior to Substantial Completion. 3.2 TRAINING - GENERAL A. Conduct training on-site unless otherwise indicated. B. Owner will provide classroom and seating at no cost to Contractor. C. Provide training in minimum two-hour segments. D. Training schedule will be subject to availability of Owner's personnel to be trained; re-schedule training sessions as required by Owner; once schedule has been approved by Owner failure to conduct sessions according to schedule will be cause for Owner to charge Contractor for personnel "show-up" time. E. Review of Facility Policy on Operation and Maintenance Data: During training discuss: 1. The location of the O&M manuals and procedures for use and preservation; backup copies. 2. Typical contents and organization of all manuals, including explanatory information, system narratives, and product specific information. 3. Typical uses of the O&M manuals. F. Product- and System-Specific Training: 1. Review the applicable O&M manuals. 2. For systems, provide an overview of system operation, design parameters and constraints, and operational strategies. 3. Review instructions for proper operation in all modes, including start-up, shut-down, seasonal changeover and emergency procedures, and for maintenance, including preventative maintenance. 4. Provide hands-on training on all operational modes possible and preventive maintenance. 5. Emphasize safe and proper operating requirements; discuss relevant health and safety issues and emergency procedures. 6. Discuss common troubleshooting problems and solutions. 7. Discuss any peculiarities of equipment installation or operation. 8. Discuss warranties and guarantees, including procedures necessary to avoid voiding coverage. 9. Review recommended tools and spare parts inventory suggestions of manufacturers. 10. Review spare parts and tools required to be furnished by Contractor. 11. Review spare parts suppliers and sources and procurement procedures. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMONSTRATION AND TRAINING 017900 - 4 12. Be prepared to answer questions raised by training attendees; if unable to answer during training session, provide written response within three days. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 1 SECTION 019113 - GENERAL COMMISSIONING REQUIREMENTS PART 1 GENERAL 1.1 SUMMARY A. Commissioning is intended to achieve the following specific objectives; this section specifies the Contractor's responsibilities for commissioning: 1. Verify that the work is installed in accordance with Contract Documents and the manufacturer’s recommendations and instructions, and that it receives adequate operational checkout prior to startup: Startup reports and Prefunctional Checklists executed by Contractor are utilized to achieve this. 2. Verify and document that functional performance is in accordance with Contract Documents: Functional Tests executed by Contractor and witnessed by the Commissioning Authority are utilized to achieve this. 3. Verify that operation and maintenance manuals submitted to Owner are complete: Detailed operation and maintenance (O&M) data submittals by Contractor are utilized to achieve this. 4. Verify that the Owner’s operating personnel are adequately trained: Formal training conducted by Contractor is utilized to achieve this. B. Commissioning, including Functional Tests, O&M documentation review, and training, is to occur after startup and initial checkout and be completed before Substantial Completion. C. The Commissioning Authority directs and coordinates all commissioning activities; this section describes some but not all of the Commissioning Authority's responsibilities. D. The Commissioning Authority is employed by Owner. 1.2 RELATED REQUIREMENTS A. Section 017800 - Closeout Submittals: Scope and procedures for operation and maintenance manuals and project record documents. 1. 3 REFERENCE STANDARDS A. PECI (Samples) - Sample Forms for Prefunctional Checklists and Functional Performance Tests; Current Edition. 1.4 SUBMITTALS A. See Section 013000 - Administrative Requirements, for submittal procedures; except: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 2 1. Make all submittals specified in this section, and elsewhere where indicated for commissioning purposes, directly to the Commissioning Authority, unless they require review by Architect; in that case, submit to Architect first. 2. Submit one copy to the Commissioning Authority, not to be returned. 3. Make commissioning submittals on time schedule specified by Commissioning Authority. 4. Submittals indicated as "Draft" are intended for the use of the Commissioning Authority in preparation of Prefunctional Checklists or Functional Test requirements; submit in editable electronic format, Microsoft Word 2010 preferred. 5. As soon as possible after submittals made to Architect are approved, submit copy of approved submittal to the Commissioning Authority. B. Product Data: If submittals to Architect do not include the following, submit copies as soon as possible: 1. Manufacturer's product data, cut sheets, and shop drawings. 2. Manufacturer's installation instructions. 3. Startup, operating, and troubleshooting procedures. 4. Fan and pump curves. 5. Factory test reports. 6. Warranty information, including details of Owner's responsibilities in regard to keeping warranties in force. C. Manufacturers' Instructions: Submit copies of all manufacturer-provided instructions that are shipped with the equipment as soon as the equipment is delivered. D. Startup Plans and Reports. E. Completed Prefunctional Checklists. PART 2 PRODUCTS 2.1 TEST EQUIPMENT A. Provide all standard testing equipment required to perform startup and initial checkout and required Functional Testing; unless otherwise noted such testing equipment will NOT become the property of Owner. B. Calibration Tolerances: Provide testing equipment of sufficient quality and accuracy to test and/or measure system performance with the tolerances specified. If not otherwise noted, the following minimum requirements apply: 1. Temperature Sensors and Digital Thermometers: Certified calibration within past year to accuracy of 0.5 degree F and resolution of plus/minus 0.1 degree F. 2. Pressure Sensors: Accuracy of plus/minus 2.0 percent of the value range being measured (not full range of meter), calibrated within the last year. 3. Calibration: According to the manufacturer’s recommended intervals and when dropped or damaged; affix calibration tags or keep certificates readily available for inspection. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 3 C. Equipment-Specific Tools: Where special testing equipment, tools and instruments are specific to a piece of equipment, are only available from the vendor, and are required in order to accomplish startup or Functional Testing, provide such equipment, tools, and instruments as part of the work at no extra cost to Owner; such equipment, tools, and instruments are to become the property of Owner. D. Dataloggers: Independent equipment and software for monitoring flows, currents, status, pressures, etc. of equipment. 1. Dataloggers required to for Functional Tests will be provided by the Commissioning Authority and will not become the property of Owner. PART 3 EXECUTION 3. 1 COMMISSIONING PLAN A. Commissioning Authority will prepare the Commissioning Plan. 1. Attend meetings called by the Commissioning Authority for purposes of completing the commissioning plan. 2. Require attendance and participation of relevant subcontractors, installers, suppliers, and manufacturer representatives. B. Contractor is responsible for compliance with the Commissioning Plan. C. Commissioning Plan: The commissioning schedule, procedures, and coordination requirements for all parties in the commissioning process. D. Commissioning Schedule: 1. Submit anticipated dates of startup of each item of equipment and system to Commissioning Authority within 60 days after award of Contract. 2. Re-submit anticipated startup dates monthly, but not less than 4 weeks prior to startup. 3. Prefunctional Checklists and Functional Tests are to be performed in sequence from components, to subsystems, to systems. 4. Provide sufficient notice to Commissioning Authority for delivery of relevant Checklists and Functional Test procedures, to avoid delay. 3.2 STARTUP PLANS AND REPORTS A. Startup Plans: For each item of equipment and system for which the manufacturer provides a startup plan, submit the plan not less than 8 weeks prior to startup. B. Startup Reports: For each item of equipment and system for which the manufacturer provides a startup checklist (or startup plan or field checkout sheet), document compliance by submitting the completed startup checklist prior to startup, signed and dated by responsible entity. C. Submit directly to the Commissioning Authority. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 4 3.3 PREFUNCTIONAL CHECKLISTS A. A Prefunctional Checklist is required to be filled out for each item of equipment or other assembly specified to be commissioned. 1. No sampling of identical or near-identical items is allowed. 2. These checklists do not replace manufacturers' recommended startup checklists, regardless of apparent redundancy. 3. Prefunctional Checklist forms will not be complete until after award of the contract; the following types of information will be gathered via the completed Checklist forms: a. Certification by installing contractor that the unit is properly installed, started up, and operating and ready for Functional Testing. b. Confirmation of receipt of each shop drawing and commissioning submittal specified, itemized by unit. c. Manufacturer, model number, and relevant capacity information; list information "as specified," "as submitted," and "as installed." d. Serial number of installed unit. e. List of inspections to be conducted to document proper installation prior to startup and Functional Testing; these will be primarily static inspections and procedures; for equipment and systems may include normal manufacturer’s start-up checklist items and minor testing. f. Sensor and actuator calibration information. 4. PECI (Samples) found at http://www.peci.org/library/mcpgs.htm indicate anticipated level of detail for Prefunctional Checklists. B. Contractor is responsible for filling out Prefunctional Checklists, after completion of installation and before startup; witnessing by the Commissioning Authority is not required unless otherwise specified. 1. Each line item without deficiency is to be witnessed, initialed, and dated by the actual witness; checklists are not complete until all line items are initialed and dated complete without deficiencies. 2. Checklists with incomplete items may be submitted for approval provided the Contractor attests that incomplete items do not preclude the performance of safe and reliable Functional Testing; re-submission of the Checklist is required upon completion of remaining items. 3. Individual Checklists may contain line items that are the responsibility of more than one installer; Contractor shall assign responsibility to appropriate installers or subcontractors, with identification recorded on the form. 4. If any Checklist line item is not relevant, record reasons on the form. 5. Contractor may independently perform startup inspections and/or tests, at Contractor's option. 6. Regardless of these reporting requirements, Contractor is responsible for correct startup and operation. 7. Submit completed Checklists to Commissioning Authority within two days of completion. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 5 C. Commissioning Authority is responsible for furnishing the Prefunctional Checklists to Contractor. 1. Initial Drafts: Contractor is responsible for initial draft of Prefunctional Checklist where so indicated in Contract Documents. 2. Provide all additional information requested by Commissioning Authority to aid in preparation of checklists, such as shop drawing submittals, manufacturers' startup checklists, and O&M data. 3. Commissioning Authority may add any relevant items deemed necessary regardless of whether they are explicitly mentioned in Contract Documents or not. When asked to review the proposed Checklists, do so in a timely manner. D. Commissioning Authority Witnessing: Required for: 1. Each piece of primary equipment, unless sampling of multiple similar units is allowed by the commissioning plan. 2. A sampling of non-primary equipment, as allowed by the commissioning plan. E. Deficiencies: Correct deficiencies and re-inspect or re-test, as applicable, at no extra cost to Owner. 1. If difficulty in correction would delay progress, report deficiency to the Commissioning Authority immediately. 3.4 FUNCTIONAL TESTS A. A Functional Test is required for each item of equipment, system, or other assembly specified to be commissioned, unless sampling of multiple identical or near-identical units is allowed by the final test procedures. B. Contractor is responsible for execution of required Functional Tests, after completion of Prefunctional Checklist and before closeout. C. Commissioning Authority is responsible for witnessing and reporting results of Functional Tests, including preparation and completion of forms for that purpose. D. Contractor is responsible for correction of deficiencies and re-testing at no extra cost to Owner; if a deficiency is not corrected and re-tested immediately, the Commissioning Authority will document the deficiency and the Contractor's stated intentions regarding correction. 1. Deficiencies are any condition in the installation or function of a component, piece of equipment or system that is not in compliance with Contract Documents or does not perform properly. 2. When the deficiency has been corrected, the Contractor completes the form certifying that the item is ready to be re-tested and returns the form to the Commissioning Authority; the Commissioning Authority will reschedule the test and the Contractor shall re-test. 3. Identical or Near-Identical Items: If 10 percent, or three, whichever is greater, of identical or near-identical items fail to perform due to material or manufacturing defect, all items will be considered defective; provide a BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 6 proposal for correction within 2 weeks after notification of defect, including provision for testing sample installations prior to replacement of all items. 4. Contractor shall bear the cost of Owner and Commissioning Authority personnel time witnessing re-testing. 5. Contractor shall bear the cost of Owner and Commissioning Authority personnel time witnessing re-testing if the test failed due to failure to execute the relevant Prefunctional Checklist correctly; if the test failed for reasons that would not have been identified in the Prefunctional Checklist process, Contractor shall bear the cost of the second and subsequent re- tests. E. Functional Test Procedures: 1. Some test procedures are included in Contract Documents; where Functional Test procedures are not included in Contract Documents, test procedures will be determined by the Commissioning Authority with input by and coordination with Contractor. 2. Examples of Functional Testing: a. Test the dynamic function and operation of equipment and systems (rather than just components) using manual (direct observation) or monitoring methods under full operation (e.g., the chiller pump is tested interactively with the chiller functions to see if the pump ramps up and down to maintain the diƯerential pressure setpoint). b. Systems are tested under various modes, such as during low cooling or heating loads, high loads, component failures, unoccupied, varying outside air temperatures, fire alarm, power failure, etc. c. Systems are run through all the HVAC control system’s sequences of operation and components are verified to be responding as the sequence's state. d. Traditional air or water test and balancing (TAB) is not Functional Testing; spot checking of TAB by demonstration to the Commissioning Authority is Functional Testing. 3. PECI (Samples) found at http://www.peci.org/library/mcpgs.htm indicated anticipated level of detail for Functional Tests. F. Deferred Functional Tests: Some tests may need to be performed later, after substantial completion, due to partial occupancy, equipment, seasonal requirements, design or other site conditions; performance of these tests remains the Contractor's responsibility regardless of timing. 3.5 SENSOR AND ACTUATOR CALIBRATION A. Calibrate all field-installed temperature, relative humidity, carbon monoxide, carbon dioxide, and pressure sensors and gauges, and all actuators (dampers and valves) on this piece of equipment shall be calibrated. Sensors installed in BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 7 the unit at the factory with calibration certification provided need not be field calibrated. B. Calibrate using the methods described below; alternate methods may be used, if approved by Commissioning Authority and Owner beforehand. See PART 2 for test instrument requirements. Record methods used on the relevant Prefunctional Checklist or other suitable forms, documenting initial, intermediate and final results. C. All Sensors: 1. Verify that sensor location is appropriate and away from potential causes of erratic operation. 2. Verify that sensors with shielded cable are grounded only at one end. 3. For sensor pairs that are used to determine a temperature or pressure difference, for temperature make sure they are reading within 0.2 degree F of each other, and for pressure, within tolerance equal to 2 percent of the reading, of each other. 4. Tolerances for critical applications may be tighter. D. Sensors Without Transmitters - Standard Application: 1. Make a reading with a calibrated test instrument within 6 inches of the site sensor. 2. Verify that the sensor reading, via the permanent thermostat, gauge or building automation system, is within the tolerances in the table below of the instrument-measured value. 3. If not, install offset, calibrate or replace sensor. E. Sensors With Transmitters - Standard Application. 1. Disconnect sensor. 2. Connect a signal generator in place of sensor. 3. Connect ammeter in series between transmitter and building automation system control panel. 4. Using manufacturer’s resistance-temperature data, simulate minimum desired temperature. 5. Adjust transmitter potentiometer zero until 4 mA is read by the ammeter. 6. Repeat for the maximum temperature matching 20 mA to the potentiometer span or maximum and verify at the building automation system. 7. Record all values and recalibrate controller as necessary to comply with specified control ramps, reset schedules, proportional relationship, reset relationship and P/I reaction. 8. Reconnect sensor. 9. Make a reading with a calibrated test instrument within 6 inches of the site sensor. 10. Verify that the sensor reading, via the permanent thermostat, gauge or building automation system, is within the tolerances in the table below of the instrument-measured value. 11. If not, replace sensor and repeat. 12. For pressure sensors, perform a similar process with a suitable signal generator. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 8 F. Sensor Tolerances for Standard Applications: Plus/minus the following maximums: 1. Watthour, Voltage, Amperage: 1 percent of design. 2. Pressure, Air, Water, Gas: 3 percent of design. 3. Air Temperatures (Outside Air, Space Air, Duct Air): 0.4 degrees F. 4. Relative Humidity: 4 percent of design. 5. Barometric Pressure: 0.1 inch of Hg. 6. Flow Rate, Air: 10 percent of design. 7. Flow Rate, Water: 4 percent of design. 8. AHU Wet Bulb and Dew Point: 2.0 degrees F. G. Critical Applications: For some applications more rigorous calibration techniques may be required for selected sensors. Describe any such methods used on an attached sheet. H. Valve/Damper Stroke Setup and Check: 1. For all valve/damper actuator positions checked, verify the actual position against the control system readout. 2. Set pump/fan to normal operating mode. 3. Command valve/damper closed; visually verify that valve/damper is closed and adjust output zero signal as required. 4. Command valve/damper to open; verify position is full open and adjust output signal as required. 5. Command valve/damper to a few intermediate positions. 6. If actual valve/damper position does not reasonably correspond, replace actuator or add pilot positioner (for pneumatics). I. Isolation Valve or System Valve Leak Check: For valves not associated with coils. 1. With full pressure in the system, command valve closed. 2. Use an ultra-sonic flow meter to detect flow or leakage. 3.6 TEST PROCEDURES - GENERAL A. Provide skilled technicians to execute starting of equipment and to execute the Functional Tests. Ensure that they are available and present during the agreed upon schedules and for sufficient duration to complete the necessary tests, adjustments and problem-solving. B. Provide all necessary materials and system modifications required to produce the flows, pressures, temperatures, and conditions necessary to execute the test according to the specified conditions. At completion of the test, return all affected equipment and systems to their pre-test condition. C. Sampling: Where Functional Testing of fewer than the total number of multiple identical or near-identical items is explicitly permitted, perform sampling as follows: 1. Identical Units: Defined as units with same application and sequence of operation; only minor size or capacity difference. 2. Sampling is not allowed for: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 9 a. Major equipment. b. Life-safety-critical equipment. c. Prefunctional Checklist execution. 3. XX = the percent of the group of identical equipment to be included in each sample; defined for specific type of equipment. 4. YY = the percent of the sample that if failed will require another sample to be tested; defined for specific type of equipment. 5. Randomly test at least XX percent of each group of identical equipment, but not less than three units. This constitutes the "first sample." 6. If YY percent of the units in the first sample fail, test another XX percent of the remaining identical units. 7. If YY percent of the units in the second sample fail, test all remaining identical units. 8. If frequent failures occur, resulting in more troubleshooting than testing, the Commissioning Authority may stop the testing and require Contractor to perform and document a checkout of the remaining units prior to continuing testing. D. Manual Testing: Use hand-held instruments, immediate control system readouts, or direct observation to verify performance (contrasted to analyzing monitored data taken over time to make the “observation”). E. Simulating Conditions: Artificially create the necessary condition for the purpose of testing the response of a system; for example apply hot air to a space sensor using a hair dryer to see the response in a VAV box. F. Simulating Signals: Disconnect the sensor and use a signal generator to send an amperage, resistance or pressure to the transducer and control system to simulate the sensor value. G. Over-Writing Values: Change the sensor value known to the control system in the control system to see the response of the system; for example, change the outside air temperature value from 50 degrees F to 75 degrees F to verify economizer operation. H. Indirect Indicators: Remote indicators of a response or condition, such as a reading from a control system screen reporting a damper to be 100 percent closed, are considered indirect indicators. I. Monitoring: Record parameters (flow, current, status, pressure, etc.) of equipment operation using dataloggers or the trending capabilities of the relevant control systems; where monitoring of specific points is called for in Functional Test Procedures: 1. All points that are monitored by the relevant control system shall be trended by Contractor; at the Commissioning Authority’s request, Contractor shall trend up to 20 percent more points than specified at no extra charge. 2. Other points will be monitored by the Commissioning Authority using dataloggers. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 10 3. At the option of the Commissioning Authority, some control system monitoring may be replaced with datalogger monitoring. 4. Provide hard copies of monitored data in columnar format with time down left column and at least 5 columns of point values on same page. 5. Graphical output is desirable and is required for all output if the system can produce it. 6. Monitoring may be used to augment manual testing. 3.7 OPERATION AND MAINTENANCE MANUALS A. See Section 017800 - Closeout Submittals for additional requirements. B. Add design intent documentation furnished by Architect to manuals prior to submission to Owner. C. Submit manuals related to items that were commissioned to Commissioning Authority for review; make changes recommended by Commissioning Authority. D. Commissioning Authority will add commissioning records to manuals after submission to Owner. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMOLITION 024100 - 1 SECTION 024100 - DEMOLITION PART 1 - GENERAL 1.1 SECTION INCLUDES A. Building demolition. B. Selective demolition of building elements for alteration purposes. 1.2 RELATED REQUIREMENTS A. Existing building survey dated May 31, 2023, conducted by Owner; information about known hazardous materials. B. Section 011000 - Summary: Limitations on Contractor's use of site and premises. C. Section 017000 - Execution and Closeout Requirements: Project conditions; protection of bench marks, survey control points, and existing construction to remain; reinstallation of removed products; temporary bracing and shoring. 1.3 DEFINITIONS A. Demolition: Dismantle, raze, destroy or wreck any building or structure or any part thereof. B. Remove: Detach or dismantle items from existing construction and dispose of them off site, unless items are indicated to be salvaged or reinstalled. C. Remove and Salvage: Detach or dismantle items from existing construction in a manner to prevent damage. Clean, package, label and deliver salvaged items to Owner in ready-for-reuse condition. D. Remove and Reinstall: Detach or dismantle items from existing construction in a manner to prevent damage. Clean and prepare for reuse and reinstall where indicated. E. Existing to Remain: Designation for existing items that are not to be removed and that are not otherwise indicated to be salvaged or reinstalled. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMOLITION 024100 - 2 1.4 REFERENCE STANDARDS A. 29 CFR 1926 - Safety and Health Regulations for Construction Current Edition. 1.5 SUBMITTALS A. See Section 013000 - Administrative Requirements for submittal procedures. B. Site Plan: Indicate: 1. Areas for temporary construction and field offices. 2. Areas for temporary and permanent placement of removed materials. C. Project Record Documents: Accurately record actual locations of capped and active utilities and subsurface construction. PART 2 PRODUCTS - NOT USED PART 3 EXECUTION 3.1 GENERAL PROCEDURES AND PROJECT CONDITIONS A. Comply with applicable codes and regulations for demolition operations and safety of adjacent structures and the public. 1. Obtain required permits. 2. Take precautions to prevent catastrophic or uncontrolled collapse of structures to be removed; do not allow worker or public access within range of potential collapse of unstable structures. 3. Provide, erect, and maintain temporary barriers and security devices. 4. Conduct operations to minimize effects on and interference with adjacent structures and occupants. 5. Do not close or obstruct roadways or sidewalks without permits from authority having jurisdiction. 6. Conduct operations to minimize obstruction of public and private entrances and exits. Do not obstruct required exits at any time. Protect persons using entrances and exits from removal operations. 7. Obtain written permission from owners of adjacent properties when demolition equipment will traverse, infringe upon, or limit access to their property. B. Do not begin removal until receipt of notification to proceed from Owner. C. Protect existing structures and other elements to remain in place and not BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMOLITION 024100 - 3 removed. 1. Provide bracing and shoring. 2. Prevent movement or settlement of adjacent structures. 3. Stop work immediately if adjacent structures appear to be in danger. D. Hazardous Materials: 1. Hazardous Materials: Comply with 29 CFR 1926 and state and local regulations. 3.2 EXISTING UTILITIES A. Coordinate work with utility companies. Notify utilities before starting work, comply with their requirements, and obtain required permits. B. Protect existing utilities to remain from damage. C. Do not disrupt public utilities without permit from authority having jurisdiction. D. Do not close, shut off, or disrupt existing life safety systems that are in use without at least 7 days prior written notification to Owner. E. Do not close, shut off, or disrupt existing utility branches or take-offs that are in use without at least 3 days prior written notification to Owner. F. Locate and mark utilities to remain; mark using highly visible tags or flags, with identification of utility type; protect from damage due to subsequent construction, using substantial barricades if necessary. G. Remove exposed piping, valves, meters, equipment, supports, and foundations of disconnected and abandoned utilities. 3.3 SELECTIVE DEMOLITION FOR ALTERATIONS A. Existing construction and utilities indicated on drawings are based on casual field observation and existing record documents only. 1. Verify construction and utility arrangements are as indicated. 2. Report discrepancies to Engineer before disturbing existing installation. 3. Beginning of demolition work constitutes acceptance of existing conditions that would be apparent upon examination prior to starting demolition. B. Maintain weatherproof exterior building enclosure, except for interruptions required for replacement or modifications; prevent water and humidity damage. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMOLITION 024100 - 4 C. Remove existing work as indicated and required to accomplish new work. 1. Remove items indicated on drawings. D. Services including, but not limited to, HVAC, Plumbing, Fire Protection, Electrical, and Telecommunications: Remove existing systems and equipment as indicated. 1. Maintain existing active systems to remain in operation and maintain access to equipment and operational components. 2. Where existing active systems serve occupied facilities but are to be replaced with new services, maintain existing systems in service until new systems are complete and ready for service. 3. Verify that abandoned services serve only abandoned facilities before removal. 4. Remove abandoned pipe, ducts, conduits, and equipment, including those above accessible ceilings. Remove back to source of supply where possible, otherwise cap stub and tag with identification. E. Protect existing work to remain. 1. Prevent movement of structure. Provide shoring and bracing as required. 2. Perform cutting to accomplish removal work neatly and as specified for cutting new work. 3. Repair adjacent construction and finishes damaged during removal work. 4. Patch to match new work. 3.4 DEBRIS AND WASTE REMOVAL A. Remove debris, junk, and trash from site. B. Leave site in clean condition, ready for subsequent work. C. Clean up spillage and wind-blown debris from public and private lands. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana Bid Set No. CONTRACT DOCUMENTS, PLANS, AND SPECIFICATIONS For BOZEMAN PUBLIC LIBRARY BOILER REPLACEMENT Specifications Filed in the Office of the City Clerk Bids to be received at procurement@bozeman.net -and/or- Bozeman City Hall, 121 N. Rouse Ave Bozeman, Montana 59715 until 5:00 p.m. on Thursday, October 23rd BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana BIDDER'S CHECKLIST Please utilize the following Bidder's Checklist before submitting your bid. 1) Original Bid Bond Enclosed? (Personal checks, business checks, and faxed copies are not acceptable.) 2) Certificate of Non-Segregated Facilities signed? 3) Certificate of Compliance with Insurance Requirements filled out and signed? 4) Bid Proposal: a. Arithmetic Checked? b. Numerical Bid Prices agree with written Bid Prices? c. Addendum acknowledged on proposal sheet and cover? d. Signature portion completely filled out? 5) Bid Envelope: a. Addressed properly? b. Addendums acknowledged on bid envelope? c. Contains Contract document/specification booklet? d. Sealed? 6) Bid submitted prior to required time at specified location? Be sure to seal your bid. Include the name of the bid, and acknowledgement of all addenda on the outside of the bid envelope. Leave all proposal sheets intact in the Contract Document book. Return the complete Contract Document book. ALL BID DOCUMENTS AND BONDS MUST BE ORIGINALS. NO FAXED COPIES WILL BE ACCEPTED BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana BOZEMAN PUBLIC LIBRARY BOILER REPLACEMENT PROJECT MANUAL TABLE OF CONTENTS PAGES BIDDERS CHECKLIST ..................................................................................................... 1 PROJECT MANUAL TABLE OF CONTENTS ................................................................... 3 ENGINEERING STAMPS ................................................................................................. 3 SECTION 001000 - INVITATION TO BID ......................................................................... 2 SECTION 022113 - INSTRUCTIONS TO BIDDERS ......................................................... 6 CERTIFICATE OF NON-SEGREGATED FACILITIES ...................................................... 2 CERTIFICATE OF COMPLIANCE WITH INSURANCE REQUIREMENTS ....................... 1 BID BOND ........................................................................................................................ 2 SECTION 004100 - BID FORM ......................................................................................... 6 SECTION 004323 - ALTERNATES FORM ....................................................................... 2 SAMPLE CONSTRUCTION AGREEMENT FORM .......................................................... 16 PERFORMANCE BOND ................................................................................................... 4 PAYMENT BOND ............................................................................................................. 4 TECHNICAL SPECIFICATIONS ...................................................................................... 304 DIVISION 01 – GENERAL REQUIREMENTS 011000 – SUMMARY 012000 – PRICE AND PAYMENT PROCEDURES 012300 - ALTERNATIVES 012500 – SUBSTITUTION PROCEDURES 013000 – ADMINISTRATIVE REQUIREMENTS 013216 – CONSTRUCTION PROGRESS SCHEDULE 014000 – QUALITY REQUIREMENTS 014216 – DEFINITIONS 015000 – TEMPORARY FACILITIES AND CONTROLS 015719 – TEMPORARY ENVIRONMENTAL CONTROLS 015813 – TEMPORARY PROJECT SIGNAGE 016000 – PRODUCT REQUIREMENTS BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana 016116 – VOLATILE ORGANIC COMPOUND (VOC) CONTENT RESTRICTIONS 017000 – EXECUTION AND CLOSEOUT REQUIREMENTS 017419 – CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017610 – TEMPORARY PROTECTIVE COVERINGS 017800 – CLOSEOUT SUBMITTALS 017900 – DEMONSTRATION AND TRAINING 019113 – COMMISSIONING REQUIREMENTS DIVISION 02 – EXISTING CONDITIONS 024100 – DEMOLITION DIVISION 03 – CONCRETE NOT USED DIVISION 23 – HVAC 230000 – GENERAL PROVISIONS FOR MECHANICAL WORK 230513 – COMMON MOTOR REQUIREMENTS FOR HVAC EQUIPMENT 230517 – SLEEVES AND SLEEVE SEALS FOR HVAC PIPING 230519 – METERS AND GAUGES FOR HVAC PIPING 230523 – GENERAL-DUTY VALVES FOR HVAC PIPING 230529 – HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230548 – VIBRATION AND SEISMIC CONTROLS FOR HVAC 230553 – IDENTIFICATION FOR HVAC PIPING AND EQUIPMENT 230593 – TESTING, ADJUSTING, AND BALANCING FOR HVAC 230719 – HVAC PIPING INSULATION 230913 – INSTRUMENTATION AND CONTROL DEVICES FOR HVAC 230923 – DIRECT-DIGITAL CONTROL SYSTEM FOR HVAC 230934 – VARIABLE-FREQUENCY MOTOR CONTROLLERS 231123 – FACILITY NATURAL-GAS PIPING 232113 – HYDRONIC PIPING 232114 – HYDRONIC SPECIALTIES 232500 – HVAC WATER TREATMENT 235100 – BREECHINGS, CHIMNEYS, AND STACKS 235216 – CONDENSING BOILERS BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DIVISION 26 – ELECTRICAL 260000 – GENERAL PROVISIONS FOR ELECTRICAL WORK 260519 – POWER CONDUCTORS AND CABLES 260529 – HANGERS AND SUPPORTS 206533 – RACEWAYS AND BOXES 260553 – IDENTIFICATION FOR ELECTRICAL SYSTEMS MEASUREMENT & PAYMENT ......................................................................................... 2 APPENDIX A CONTRACT FORMS NOTICE OF AWARD ................................................................................................. 1 NOTICE TO PROCEED ............................................................................................. 1 LIST OF SUBCONTRACTORS ................................................................................. 1 CONTRACTORS APPLICATION FOR PAYMENT FORM ......................................... 2 REQUEST FOR INFORMATION ............................................................................... 1 CHANGE ORDER FORM .......................................................................................... 4 SUBSTANTIAL COMPLETION FORM ...................................................................... 1 CONTRACTOR’S AFFIDAVIT OF RELEASE OF LIENS ........................................... 1 CONSENT OF SURETY TO FINAL PAYMENT ......................................................... 1 APPENDIX B PREVAILING WAGE RATES STATE OF MONTANA PREVAILING WAGE RATES FOR BUILDING CONSTRUCTION SERVICES JANUARY 11, 2025 ................................................................................ 21 APPENDIX C SUPPLEMENTAL DOCUMENTS HAZARDOUS MATERIALS REPORT ....................................................................... 93 APPENDIX D DRAWINGS (SEPARATELY BOUND) CONSTRUCTION PLANS................................................................................................. 33 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PLANS AND SPECIFICATIONS FOR Boiler Replacement, Bozeman Public Library City of Bozeman Bozeman, MT 59717 September 2025 MECHANICAL ENGINEER I hereby certify that these Plans and Specifications were prepared by me or under my direct supervision and I am a duly Licensed Professional Engineer under the laws of the State of Montana. Lawrence J. Wyatt, PE TD&H Engineering DATE: REG. NO. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PLANS AND SPECIFICATIONS FOR Boiler Replacement, Bozeman Public Library City of Bozeman Bozeman, MT 59717 September 2025 ELECTRICAL ENGINEER I hereby certify that these Plans and Specifications were prepared by me or under my direct supervision and I am a duly Licensed Professional Engineer under the laws of the State of Montana. Brad M. Kauffman, PE TD&H Engineering DATE: REG. NO. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PLANS AND SPECIFICATIONS FOR Boiler Replacement, Bozeman Public Library City of Bozeman Bozeman, MT 59717 September 2025 STRUCTURAL ENGINEER I hereby certify that these Plans and Specifications were prepared by me or under my direct supervision and I am a duly Licensed Professional Engineer under the laws of the State of Montana. TD&H Engineering DATE: REG. NO. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INVITATION TO BID 001000 – 1 SECTION 001000 - INVITATION TO BID NOTICE IS HEREBY given that the City of Bozeman (City) is seeking proposals from firms to replace legacy boilers and accessories with the new, specified system to include but is not limited to changing boiler types, upgrading pipework, replacing sections of exhaust system, flushing/cleaning system, completing safety checks, and commissioning the new system. Copies of the Request for Proposals are available on the City’s website. All proposals must be provided as a single, searchable PDF document file and be submitted digitally as an email attachment to the RFP Recipient email address below. Respondents are advised that Recipient’s email attachment size limit is 25MB and that only one PDF file will be allowed per response. The subject line of the transmittal email shall clearly identify the RFP title, company name and due date/time. File sizes greater than 25MB in size may be uploaded to bzncloud.bozeman.net upon special arrangement of the Recipient; however, it is the respondent’s sole responsibility to ensure the file upload is completed, and that the Recipient is separately notified via email of same, prior to the given deadline. Deliver RFPs via email to the City Clerk by [Thursday, October 23rd] at [5:00pm] MST. It is the sole responsibility of the proposing party to ensure that proposals are received prior to the closing time as late submittals will not be accepted and will be returned unopened. The email address for submission is: procurement@bozeman.net NON-DISCRIMINATION AND EQUAL PAY The City of Bozeman is an Equal Opportunity Employer. Discrimination in the performance of any agreement awarded under this RFP on the basis of race, color, religion, creed, sex, age, marital status, national origin, or actual or perceived sexual orientation, gender identity or disability is prohibited. This prohibition shall apply to the hiring and treatment of the awarded entity’s employees and to all subcontracts. As such, each entity submitting under this notice shall include a provision wherein the submitting entity, or entities, affirms in writing it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and which also recognizes the eventual contract will contain a provision prohibiting discrimination as described above and that this prohibition on discrimination shall apply to the hiring and treatment of the submitting entity’s employees and to all subcontracts. In addition, pursuant to City Commission Resolution 5169, the entity awarded a contract under this RFP and any subcontractors must abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and affirm it will abide by the above and that it has visited the State of Montana Equal Pay for Equal Work “best practices” website, or equivalent “best practices publication and has read the material. Any administrative questions regarding proposal procedures should be directed to: Mike Maas, City Clerk (406) 582-2321, procurement@bozeman.net. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INVITATION TO BID 001000 – 2 Questions relating to the RFP should be directed to: Shane Miller, Facilities Project Coordinator, (406) 577-7425, smiller@bozeman.net. DATED at Bozeman, Montana, this [Wednesday, October 1st] . Mike Maas City Clerk City of Bozeman For publication on: Saturday, [October 4th] Saturday, [October 11th] END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 1 SECTION 002113 - INSTRUCTIONS TO BIDDERS INTRODUCTION The City of Bozeman (Owner), is seeking proposals from firms to undertake contracting services at the Bozeman Public Library related to the replacement of legacy boilers. The Owner intends to enter into a contract with the selected firm that will include the replacement of legacy boilers and accessories with the new, specified system to include but is not limited to changing boiler types, upgrading pipework, replacing sections of exhaust system, flushing/cleaning system, completing safety checks, and commissioning the new system. This RFP shall not commit the Owner to enter into an agreement, to pay any expenses incurred in preparation of any response to this request, or to procure or contract for any supplies, goods or services. The Owner reserves the right to accept or reject all responses received as a result of this RFP if it is in the Owner’s best interest to do so. This procurement is governed by the laws of the State of Montana and venue for all legal proceedings shall be in the 18 th Judicial District Court, Gallatin County. By offering to perform services under this RFP, all Submitters agree to be bound by the laws of the State of Montana and of the Owner, including, but not limited to, applicable wage rates, payments, gross receipts taxes, building codes, equal opportunity employment practices, safety, non-discrimination, etc. PROJECT BACKGROUND AND DESCRIPTION In 2001, taxpayers approved a $4 million bond referendum for a library new facility; the money was used to purchase the 14.3-acre former Milwaukee Railroad property on East Main Street. After five years of fundraising and planning, a new 53,000 square foot Library opened at 626 East Main Street in November 2006. The new Library achieved a Leadership in Energy and Environmental Design (LEED) silver level certification, the first public building in the state to be certified LEED. The Library HVAC system is the one area of the Library that was left untouched during the recent 2022/23 renovation. The boiler system has now outlived it’s rececommended lifespan and it’s time to refresh and update the entire system due to heavy use for the last 18 years. Also, replacement parts for the original system are no longer manufactured making repairs near impossible. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 2 Furthmore, the conversion from the current constant flow system to a new variable flow system, which would be required by current energy code, will significantly increase the plants daily operating efficiency. SCOPE OF SERVICES Scope of services will include but is not limited to replacement of legacy boilers and accessories with the new, specified system to include but is not limited to changing boiler types, upgrading pipework, replacing sections of exhaust system, flushing/cleaning system, completing safety checks, and commissioning the new system. PROPOSAL REQUIREMENTS Firms interested in providing the services described above are requested to submit the following information. Responses to each item should appear in the same order as in this RFP and should identifythe item to which the responses applies.  Executive Summary  Qualifications of the Firm for Scope of Services; Cost  Schedule  Related Experience with Similar Projects Affirmation of Nondiscrimination (see Appendix A) Non-completion of the Affirmation of Nondiscrimination is cause for disqualification of firms. TIMELINES, DELIVERY DEADLINE, AND INSTRUCTIONS EVENT DATE/TIME Publication dates of RFP Saturday, [October 4th] Saturday, [October 11th] Deadline for receipt of proposals [Thursday, October 23rd] Evaluation of proposals TBD Interviews (if necessary) and Selection of consultants TBD With the exception of the advertising dates and advertised due date, the City reserves the right to modify the above timeline. Deliver RFPs via email to the City Clerk (procurement@bozeman.net ) by [Thursday, October 23rd] at [5:00pm] MST. It is the sole responsibility of the proposing party to ensure that BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 3 proposals are received prior to the closing time as late submittals will not be accepted and will be returned unopened. All proposals must be provided as a single, searchable PDF document file and be submitted digitally as an email attachment to the RFP Recipient email address agenda@bozeman.net. Respondents are advised that Recipient’s email attachment size limit is 25MB and that only one PDF file will be allowed per response. The subject line of the transmittal email shall clearly identify the RFP title, company name and due date/time. File sizes greater than 25MB in size may be uploaded to bzncloud.bozeman.net upon special arrangement of the Recipient; however, it is the respondent’s sole responsibility to ensure the file upload is completed, and that the Recipient is separately notified via email of same, prior to the given deadline. AMENDMENTS TO SOLICITATION Any interpretation or correction of this request will be published on the City’s webpage. The deadline for questions related to this document is [5:00pm] MST on [Thursday, October 16th]. CONTACT INFORMATION Any administrative questions regarding proposal procedures should be directed to: Mike Maas, City Clerk, (406) 582-2321, procurement@bozeman.net Questions relating to scope of services should be directed to: TD&H Scott Mahurin, Project Manager, scott.mahurin@tdhengineering.com, (406) 209-2934 -and- City of Bozeman Shane Miller, Facilities Project Coordinator, smiller@bozeman.net, (406) 577- 7425 SELECTION PROCEDURE A review committee will evaluate all responses to the RFP that meet the submittal requirements and deadline. Submittals that do not meet the requirement or deadline will not be considered. The review committee will rank the proposals and may arrange interviews with the finalist(s) prior to selection. Selection may be made directly based on the written RFP submission. If interviews occur, the selection of finalists to be interviewed will be made by a selection committee representing the City of Bozeman. The selection of interview candidates will be based on an evaluation of the written responses to the RFPs. All submitted proposals must be complete and contain the information required as stated in the BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 4 "Request for Proposals.” SELECTION CRITERIA Proposals will be evaluated based on the following criteria:  [5 points] Executive Summary  [45 points] Qualifications of the Firm for Scope of Services; Cost  [30 points] Schedule  [5 points] Related Experience with Similar Projects FORM OF AGREEMENT The Contractor will be required to enter into a contract with the City in substantially the same form as the professional services agreement attached as Attachment B. CITY RESERVATION OF RIGHTS / LIABILITY WAIVER All proposals submitted in response to this RFP become the property of the City and public records and, as such, may be subject to public review. A SUBMISSION IN RESPONSE TO THIS REQUEST FOR QUALIFICATIONS CONFERS NO RIGHTS UPON ANY RESPONDENTS AND SHALL NOT OBLIGATE THE CITY IN ANY MANNER WHATSOEVER. THE CITY RESERVES THE RIGHT TO MAKE NO AWARD AND TO SOLICIT ADDITIONAL REQUEST FOR QUALIFICATIONS AT A LATER DATE. A. This RFP may be canceled or any or all responses may be rejected in whole or in part, as specified herein, when it is in the best interests of the City. If the City cancels or revises this RFP, all Respondents who submitted will be notified using email. B. The City reserves the right to accept or reject any and all proposals; to add or delete items and/or quantities; to amend the RFP; to waive any minor irregularities, informalities, or failure to conform to the RFP; to extend the deadline for submitting proposals; to postpone award for up to 60 days; to award one or more contracts, by item or task, or groups of items or tasks, if so provided in the RFP and if multiple awards or phases are determined by the City to be in the public interest. C. The City of Bozeman reserves the right to reject the proposal of any person/firm who previously failed to perform properly to the satisfaction of the City of Bozeman, or complete on time agreements of similar nature, or to reject the proposal of any BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 5 person/firm who is not in a position to perform such an agreement satisfactorily as determined by the City of Bozeman. D. The City of Bozeman reserves the right to determine the best qualified Contractor and negotiate a final scope of service and cost, negotiate a contract with another Contractor if an agreement cannot be reached with the first selected Contractor, or reject all proposals. E. The professional services contract between the City of Bozeman and the successful Contractor will incorporate the Contractor's scope of service and work schedule as part of the agreement (see Appendix B for form of professional services agreement. The professional services agreement presented to the Contractor may differ from this form as appropriate for the scope of services). F. This RFP does not commit the City to award a contract. The City assumes no liability or responsibility for costs incurred by firms in responding to this request for proposals or request for interviews, additional data, or other information with respect to the selection process, prior to the issuance of an agreement, contract or purchase order. The Contractor, by submitting a response to this RFP, waives all right to protest or seek any legal remedies whatsoever regarding any aspect of this RFP. G. The City reserves the right to cancel, in part or in its entirety, this RFP including, but not limited to: selection procedures, submittal date, and submittal requirements. If the City cancels or revises this RFP, all Contractors who submitted proposals will be notified using email. H. Projects under any contract are subject to the availability of funds. NONDISCRIMINATION AND EQUAL PAY POLICY The City of Bozeman requires each entity submitting under this notice shall affirm, on a separate form provided, that it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, sexual preference, gender identity, or disability in fulfillment of a contract entered into for the services identified herein and that this prohibition on discrimination shall apply to the hiring and treatment of the submitting entity’s employees and to all subcontracts it enters into in the fulfillment of the services identified herein. Failure to comply with this requirement shall be cause for the submittal to be deemed nonresponsive. The City also requires each entity submitting under this notice shall affirm it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work “best practices” website, https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication and has read the material. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 6 MISCELLANEOUS A. No Oral Agreements. No conversations or oral agreements with any officer, employee, or agent of the City shall affect or modify any term of this solicitation. Oral communications or any written/email communication between any person and City officer, employee or agent shall not be considered binding. B. No Partnership/Business Organization. Nothing in this solicitation or in any subsequent agreement, or any other contract entered into as a result of this solicitation, shall constitute, create, give rise to or otherwise be recognized as a partnership or formal business organization of any kind between or among the respondent and the City. C. Employment Restriction and Indemnity. No person who is an owner, officer, employee, contractor, or consultant of a respondent shall be an officer or employee of the City. No rights of the City’s retirement or personnel rules accrue to a respondent, its officers, employees, contractors, or consultants. Respondents shall have the responsibility of all salaries, wages, bonuses, retirement, withholdings, worker’s compensation and occupational disease compensation, insurance, unemployment compensation other benefits and taxes and premiums appurtenant thereto concerning its officers, employees, contractors, and consultants. Each Respondent shall save and hold the City harmless with respect to any and all claims for payment, compensation, salary, wages, bonuses, retirement, withholdings, worker’s compensation and occupational disease compensation, insurance, unemployment compensation other benefits and taxes and premiums in any way related to each respondent’s officers, employees, contractors and consultants. D. Accessibility. Upon reasonable notice, the City will provide assistance for those persons with sensory impairments. For further information please contact the ADA Coordinator Mike Gray at 406-582-3232 or the City’s TTY line at 406-582-2301. E. Procurement. When discrepancies occur between words and figures in this solicitation, the words shall govern. No responsibility shall attach to a City employee for the premature opening of an RFP not properly addressed and identified in accordance with these documents. F. Governing Law. This solicitation and any disputes arising hereunder or under any future agreement shall be governed and construed and enforced in accordance with the laws of the State of Montana, without reference to principles of choice or conflicts of laws. ATTACHMENTS The following exhibits are incorporated in this RFP: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 7 Appendix A: Non-Discrimination Affirmation Appendix B: Form of Professional Services Agreement Appendix C: Construction Drawings dated 2025.09.04 Appendix D: Technical Specifications dated 2025.09.08 The project drawings are separately bound and included with this project manual. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana INSTRUCTIONS TO BIDDERS 002113 - 8 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CERTIFICATE OF NON-SEGREGATED FACILITIES Page 1 CERTIFICATE OF NON-SEGREGATED FACILITIES (Applicable to federally assisted construction contracted and related subcontracts exceeding $1,000 which are not exempt from the Equal Opportunity Clauses) The federally assisted construction contractor certifies that he does not maintain or provide for his employees any segregated facilities at any of his establishments, and that he does not permit his employees to perform their services at any location, under his control, where segregated facilities are maintained. The federally assisted construction contractor certifies further that he will not maintain or provide for his employees any segregated facilities at any of his establishments, and that he will not permit his employees to perform their services at any location, under his control, where segregated facilities are maintained. The federally assisted construction contractor agrees that a breach of this certification is a violation of the Equal Opportunity clause in this contract. As used in this certification, the term "segregated facilities" means any waiting rooms, work areas, restrooms and washrooms, restaurants and other eating areas, time clocks, locker rooms and other storage or dressing areas, parking lots, drinking fountains, recreation or entertainment areas, transportation, and housing facilities provided for employees which are segregated by explicit directive or are in fact segregated on the basis of race, creed, color, or national origin, because of habit, local custom, or otherwise. The federally assisted construction contractor agrees that (except where he has obtained identical certification from proposed subcontractors for specific time periods) he will obtain identical certifications from proposed subcontractors prior to the award of subcontracts exceeding $10,000 which are not exempt from the provisions of the Equal Opportunity clause, and that he will retain such certifications in his files. Date Signature Name and Title of Signer (Please Type) NOTE: The penalty for making false statements in offers is prescribed in 18 U.S.C. 1001. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CERTIFICATE OF NON-SEGREGATED FACILITIES Page 2 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CERTIFICATE OF NON-SEGREGATED FACILITIES Page 1 CERTIFICATE OF COMPLIANCE WITH INSURANCE REQUIREMENTS The undersigned Contractor hereby acknowledges that he/she has read and understands the insurance requirements specified in this contract, and hereby agrees (1) that such insurance will be maintained in at least the amounts and types specified in this contract and during any modifications and/or time extensions granted thereto; (2) that these required insurance policies will each contain an endorsement to the effect that cancellation or any material change in the policies adversely affecting the interest of the City of Great Falls in such insurance will not be effective for such period as may be prescribed by the Laws of the State in which this contract is to be performed and in no event less than thirty (30) days after written notice thereof has been given to the contracting officer; (3) that Montana Workmen's Compensation Insurance, or letter of reciprocal agreement with another state, will be maintained on this contract for and during the entire performance period and for and during any modifications and/or time extensions granted thereto; and (4) that this agreement will become a part of and be incorporated into the above referenced contract, and will be legally binding and enforceable at law. INSURANCE COMPANY (IES): PHONE NO. CONTRACTOR: Date: (Authorized Signature) --------------------------------------------------------------------------------------------------------------------- ACCEPTANCE The undersigned authorized representative, on behalf of the City of Great Falls, hereby accepts and ratifies the above agreement and hereby incorporates the above agreement into the above referenced contract. By: (Date) (Authorized representative) BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CERTIFICATE OF NON-SEGREGATED FACILITIES Page 2 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EJCDC C-430 Bid Bond (Penal Sum Form) Prepared by the Engineers Joint Contract Documents Committee. pg. 1 BID BOND Any singular reference to Bidder, Surety, Owner or other party shall be considered plural where applicable. BIDDER (Name and Address): SURETY (Name and Address of Principal Place of Business): OWNER (Name and Address): BID Bid Due Date: Description: (Project Name and Include Location): BOND Bond Number: Date (Not earlier than Bid due date): Penal sum $ (Words) (Figures) Surety and Bidder, intending to be legally bound hereby, subject to the terms set forth below, do each cause this Bid Bond to be duly executed by an authorized officer, agent, or representative. BIDDER SURETY (Seal) (Seal) Bidder’s Name and Corporate Seal Surety’s Name and Corporate Seal By: By: Signature Signature (Attach Power of Attorney) BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EJCDC C-430 Bid Bond (Penal Sum Form) Prepared by the Engineers Joint Contract Documents Committee. pg. 2 Print Name Print Name Title Title Attest: Attest: Signature Signature Title Title Note: Above addresses are to be used for giving any required notice. Provide execution by any additional parties, such as joint venturers, if necessary. 1. Bidder and Surety, jointly and severally, bind themselves, their heirs, executors, administrators, successors, and assigns to pay to Owner upon default of Bidder the penal sum set forth on the face of this Bond. Payment of the penal sum is the extent of Bidder’s and Surety’s liability. Recovery of such penal sum under the terms of this Bond shall be Owner’s sole and exclusive remedy upon default of Bidder. 2. Default of Bidder shall occur upon the failure of Bidder to deliver within the time required by the Bidding Documents (or any extension thereof agreed to in writing by Owner) the executed Agreement required by the Bidding Documents and any performance and payment bonds required by the Bidding Documents. 3. This obligation shall be null and void if: 3.1 Owner accepts Bidder’s Bid and Bidder delivers within the time required by the Bidding Documents (or any extension thereof agreed to in writing by Owner) the executed Agreement required by the Bidding Documents and any performance and payment bonds required by the Bidding Documents, or 3.2 All Bids are rejected by Owner, or 3.3 Owner fails to issue a Notice of Award to Bidder within the time specified in the Bidding Documents (or any extension thereof agreed to in writing by Bidder and, if applicable, consented to by Surety when required by Paragraph 5 hereof). 4. Payment under this Bond will be due and payable upon default of Bidder and within 30 calendar days after receipt by Bidder and Surety of written notice of default from Owner, which notice will be given with reasonable promptness, identifying this Bond and the Project and including a statement of the amount due. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EJCDC C-430 Bid Bond (Penal Sum Form) Prepared by the Engineers Joint Contract Documents Committee. pg. 3 5. Surety waives notice of any and all defenses based on or arising out of any time extension to issue Notice of Award agreed to in writing by Owner and Bidder, provided that the total time for issuing Notice of Award including extensions shall not in the aggregate exceed 120 days from Bid due date without Surety’s written consent. 6. No suit or action shall be commenced under this Bond prior to 30 calendar days after the notice of default required in Paragraph 4 above is received by Bidder and Surety and in no case later than one year after Bid due date. 7. Any suit or action under this Bond shall be commenced only in a court of competent jurisdiction located in the state in which the Project is located. 8. Notices required hereunder shall be in writing and sent to Bidder and Surety at their respective addresses shown on the face of this Bond. Such notices may be sent by personal delivery, commercial courier, or by United States Registered or Certified Mail, return receipt requested, postage pre-paid, and shall be deemed to be effective upon receipt by the party concerned. 9. Surety shall cause to be attached to this Bond a current and effective Power of Attorney evidencing the authority of the officer, agent, or representative who executed this Bond on behalf of Surety to execute, seal, and deliver such Bond and bind the Surety thereby. 10. This Bond is intended to conform to all applicable statutory requirements. Any applicable requirement of any applicable statute that has been omitted from this Bond shall be deemed to be included herein as if set forth at length. If any provision of this Bond conflicts with any applicable statute, then the provision of said statute shall govern and the remainder of this Bond that is not in conflict therewith shall continue in full force and effect. 11. The term “Bid” as used herein includes a Bid, offer, or proposal as applicable. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana BID FORM 004100 - 1 SECTION 004100 BID FORM THE PROJECT AND THE PARTIES 1.1 TO: A. Owner – City of Bozeman 121 North Rouse Avenue Bozeman, Montana 59715 1.2 FOR: A. Project: BOZEMAN LIBRARY BOILER REPLACEMENT 1.3 DATE: ______________ (BIDDER TO ENTER DATE) 1.4 SUBMITTED BY: (BIDDER TO ENTER NAME AND ADDRESS) A. Bidder's Full Name _________________________ 1. Address _________________________ 2. City, State, Zip_________________________ 1.5 OFFER A. Having examined the Place of The Work and all matters referred to in the Instructions to Bidders and the Bid Documents prepared by <<TD&H Engineering>> for the above mentioned project, we, the undersigned, hereby offer to enter into a Contract to perform the Work for the Sum of: B. _____________________________________________________________ ________________________________________ dollars ($_______________), in lawful money of the United States of America. C. We have included the required security deposit as required by the Instruction to Bidders. D. We have included the required performance assurance bonds in the Bid Amount as required by the Instructions to Bidders. 1. The cost of the required performance assurance bonds is ______________ _dollars ($___________), in lawful money of the United States of America. E. All applicable federal taxes are included and State of Montana taxes are included in the Bid Sum. F. All Cash and Contingency Allowances described in Section 012100 - Allowances are included in the Bid Sum. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana BID FORM 004100 - 2 1.6 ACCEPTANCE A. This offer shall be open to acceptance and is irrevocable for thirty days from the bid closing date. B. If this bid is accepted by Owner within the time period stated above, we will: 1. Execute the Agreement within seven days of receipt of Notice of Award. 2. Furnish the required bonds within seven days of receipt of Notice of Award. 3. Commence work within seven days after written Notice to Proceed of this bid. C. If this bid is accepted within the time stated, and we fail to commence the Work or we fail to provide the required Bond(s), the security deposit shall be forfeited as damages to Owner by reason of our failure, limited in amount to the lesser of the face value of the security deposit or the difference between this bid and the bid upon which a Contract is signed. D. In the event our bid is not accepted within the time stated above, the required security deposit shall be returned to the undersigned, in accordance with the provisions of the Instructions to Bidders; unless a mutually satisfactory arrangement is made for its retention and validity for an extended period of time. 1.7 CONTRACT TIME A. If this Bid is accepted, we will: B. Complete the Work in _______ calendar weeks from Notice to Proceed. 1.8 CHANGES TO THE WORK A. When Engineer establishes that the method of valuation for Changes in the Work will be net cost plus a percentage fee in accordance with General Conditions, our percentage fee will be: 1. ______ percent overhead and profit on the net cost of our own Work; 2. ______ percent on the cost of work done by any Subcontractor. B. On work deleted from the Contract, our credit to Owner shall be Architect- approved net cost plus _________ of the overhead and profit percentage noted above. 1.9 ADDENDA A. The following Addenda have been received. The modifications to the Bid Documents noted below have been considered and all costs are included in the Bid Sum. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana BID FORM 004100 - 3 1. Addendum # _______ Dated ________________. 2. Addendum # _______ Dated ________________. 3. Addendum # _______ Dated ________________ 1.10 BID FORM SUPPLEMENTS A. The following information is included with Bid submission: 1. Subcontractors: ________, ________, ________. 2. Alternates: ________, ________. 3. References: B. The following Supplements are attached to this Bid Form and are considered an integral part of this Bid Form: 1. Document 004323 - Alternates Form: Include the cost variations to the Bid Sum applicable to the Work as described in Section ________. 1.11 BID FORM SIGNATURE(S) A. The Corporate Seal of B. ____________________________________________ C. (Bidder - print the full name of your firm) D. (Seal) E. ____________________________________________ F. (Authorized signing officer, Title) END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana BID FORM 004100 - 4 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ALTERNATES FORM 004100 -1 SECTION 004323 ALTERNATES FORM PARTICULARS 1.1 The FOLLOWING IS THE LIST OF ALTERNATES REFERENCED IN THE BID SUBMITTED BY: 1.2 (BIDDER) _______________________________ 1.3 TO (OWNER): CITY OF BOZEMAN 1.4 DATED ________________ AND WHICH IS AN INTEGRAL PART OF THE BID FORM. ALTERNATES LIST 2.1 THE FOLLOWING AMOUNTS SHALL BE ADDED TO OR DEDUCTED FROM THE BID AMOUNT. REFER TO SECTION 012300 - ALTERNATES. ALTERNATE #1: ADD / (DEDUCT) $ ________________________ ALTERNATE # 2: ADD / (DEDUCT) $ ________________________ END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ALTERNATES FORM 004100 -2 THIS PAGE INTENTIONALLY LEFT BLANK SAMPLE CONSTRUCTION AGREEMENT Page 1 of 17 CONSTRUCTION AGREEMENT This Construction Agreement is made and entered into this ________ day of ________, 202___ (“Effective Date”), by and between the CITY OF BOZEMAN, MONTANA, a self- governing municipal corporation organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse Street, Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter referred to as “City,” and, , , hereinafter referred to as “Contractor.” The City and Contractor may be referred to individually as “Party” and collectively as “Parties.” In consideration of the covenants, agreements, representations, and warranties contained herein, the parties agree as follows: 1. Work to be Performed: a. A description of the work to be performed to (the “Construction Project”) and Contractor’s duties is set forth in the Scope of Services attached hereto as Exhibit A and by this reference made a part hereof, and in the drawings, plans, and specifications provided by the City, which are included in the Scope of Services attached hereto as Exhibit A. b. Prior to the commencement of any work on the Construction Project, Contractor’s representatives and City’s representatives shall hold a meeting to establish a working understanding among the parties as to the scope of the Construction Project and duties of the Contractor. At this meeting, Contractor and City shall resolve any outstanding issues related to the plans, designs, drawings, and specifications. If the parties are unable to resolve these issues and the City fails, refuses, or is unable to approve the same, no work shall commence on the Construction Project until such issues are resolved and the City approves the related plans, designs, drawings, and specifications. c. Except as provided elsewhere in this Agreement, Contractor shall furnish all the labor, materials, equipment, tools, and services necessary to perform and complete the Construction Project. d. During work on the Construction Project, and as part of the final completion of the Construction Project, Contractor shall clean up the Project site, including the removal and satisfactory disposal of all waste, garbage, excess materials, and equipment, and the performance of any other work necessary to SAMPLE CONSTRUCTION AGREEMENT Page 2 of 17 restore the site to at least as good order and condition as at the commencement of the Construction Project. 2. City-Supplied Materials: The City may supply materials from time to time in furtherance of the Construction Project. Such materials will be noted as an addendum to this Agreement. 3. Time of Performance: Contractor shall begin the Construction Project after receiving a Notice to Proceed from City and shall complete the Construction Project no later than . Time is of the essence of completion of all work and each phase of the Construction Project. 4. Liquidated Damages: If the Construction Project is not completed within the time provided by this Agreement, the City may deduct for each day the Construction Project remains uncompleted the sum of Five Hundred Dollars ($500.00) from the compensation hereinafter specified and retain that sum as payment for liquidated damages sustained by reason of the Contractor’s failure to complete the Construction Project on time. 5. Compensation: a. City shall pay to Contractor, and Contractor shall accept as full payment for the performance of this Agreement and the Construction Project, the amount of Dollars ($ ). b. If work not included within the original Construction Documents is requested by City, such additional work and the related compensation shall be agreed to in writing by both parties prior to commencement of the additional work (“Change Order”). c. City shall retain five percent (5%) of the total amount of compensation to be paid to the Contractor to ensure compliance with the terms and conditions of this Agreement and the timely completion of the Construction Project and any and all “punch list” items (“Retainage Amount”). The Retainage Amount shall be paid to Contractor thirty (30) days after the City’s final acceptance of the portion of work for which a separate price is stated in the specifications for the Construction Project. e. Upon acceptance of final payment and for other good and valuable consideration, Contractor shall and hereby does release and forever discharge City, its officers, agents, and employees of and from any and all claims, demands, actions, causes of action, obligations, and liabilities of every kind and character whatsoever, in law and in equity, whether now known or in the future discovered, arising from or related to this Agreement or the Construction Project that Contractor may have or assert against City, its officers, agents, and employees. 6. Inspection and Testing: SAMPLE CONSTRUCTION AGREEMENT Page 3 of 17 a. City has the right to inspect and test any and all work performed by Contractor on the Construction Project. Contractor shall allow City and its agents access to the Construction Project at all times and shall provide every reasonable facility for the purpose of such inspection and testing, including temporarily discontinuing portions of the work or uncovering or taking down portions of the finished work. Any inspection and testing performed by the City and its agents is for the sole benefit of the City and shall not relieve the Contractor of its duty, responsibility, and obligation to ensure that the work strictly complies with the Agreement terms and conditions and all applicable laws and building and safety codes. City’s inspection and testing shall not be deemed or considered acceptance by the City of any portion of the Construction Project. City’s inspection and testing shall not serve to nullify, amend, or waive any warranties provided by the Contractor under this Agreement. b. Contractor shall, without charge, replace any material or correct any work found by the City or its agents to be defective or otherwise not in compliance with the terms and conditions of this Agreement. In the event Contractor fails to replace or correct any defective work or materials after reasonable written notice by the City to do so, the City may take such corrective action, either with its own materials and employees or by retaining any third party to do so, and deduct the cost and expense of such corrective action from the Contractor’s compensation. 7. Partial Utilization of Construction Project: City shall have the right to use or occupy any portion of the Construction Project that City and Contractor mutually agree is substantially completed and constitutes a separately functioning and usable part of the Construction Project for its intended purpose without significant interference with Contractor’s performance of the remaining portions of the Construction Project. In the event City takes possession of any portion of the Construction Project, such possession shall not be deemed an acceptance of the Construction Project, in whole or in part. City’s use of any portion of the Construction Project shall not be grounds for extensions of any construction deadlines or a change in the Contractor’s compensation. Contractor’s warranties shall run from the completion of the total Construction Project and not from the date the City may take possession of selected portions of the Construction Project. 8. Related Work at the Site: Nothing in this Agreement shall prevent or preclude City, through its own employees or by contract with any third party, from performing other work related to the Construction Project at the construction site; provided such related work is not otherwise addressed in this Agreement and provided such related work does not otherwise interfere with Contractor’s performance of this Agreement or the completion of the Construction Project. Contractor shall afford any City employee, agent or representative, or any third party under contract with the City to perform the related work, proper and safe access to the construction site, a reasonable opportunity for the introduction and storage of materials and equipment, the opportunity to perform the related work, and shall properly coordinate the Contractor’s work on the Construction Project with the related work. SAMPLE CONSTRUCTION AGREEMENT Page 4 of 17 9. Contractor’s Warranties: Contractor represents and warrants as follows: a. Unless otherwise specified by the terms of this Agreement, all materials and equipment used by Contractor on the Construction Project shall be new and where not otherwise specified, of the most suitable grade for their intended uses. b. All workmanship and materials shall be of a kind and nature acceptable to the City. c. All equipment, materials, and labor provided to, on, or for the Construction Project must be free of defects and nonconformities in design, materials, and workmanship for a minimum period beginning with the commencement of the work on the Construction Project and ending one (1) year from the final completion and acceptance by the City of the Construction Project, regardless of whether such equipment, materials, or labor were supplied directly by Contractor or indirectly by Contractor’s subcontractors or suppliers. Other express warranties on materials that provide for a warranty period longer than one year apply for the period of that express warranty and are not reduced by this provision. Upon receipt of City’s written notice of a defective or nonconforming condition during the warranty period, Contractor shall take all actions, including redesign and replacement, to correct the defective or nonconforming condition within a time frame acceptable to the City and at no additional cost to the City. Contractor shall also, at its sole cost, perform any tests required by City to verify that such defective or nonconforming condition has been corrected. Contractor warrants the corrective action taken against defective and nonconforming conditions for a period of an additional one (1) year from the date of City’s acceptance of the corrective action. d. Contractor and its sureties are liable for the satisfaction and full performance of all warranties. e. Contractor shall give its personal attention to the faithful prosecution of the completion of the Construction Project and Contractor, or its duly authorized representative assigned to serve as the Construction Project Manager, shall be personally present at the site of the Construction Project during working hours for the term of this Agreement until the completion of the Construction Project. f. Contractor shall have a complete, accurate, and up-to-date set of construction plans, drawings, and specifications on site at all times. g. Contractor has examined all available records and made field examinations of the site of the Construction Project. Contractor has knowledge of the field conditions to be encountered during the Construction Project. Contractor has knowledge of the types and character of equipment necessary SAMPLE CONSTRUCTION AGREEMENT Page 5 of 17 for the work, the types of materials needed and the sources of such materials, and the condition of the local labor market. h. Contractor is responsible for the safety of the work and shall maintain all lights, guards, signs, temporary passages, or other protections necessary for that purpose at all times. i. All work must be performed at Contractor’s risk, and Contractor shall promptly repair or replace all damage and loss at its sole cost and expense regardless of the reason or cause of the damage or loss; provided, however, should the damage or loss be caused by an intentional or negligent act of the City, the risk of such loss shall be placed on the City. j. Contractor is responsible for any loss or damage to materials, tools, or other articles used or held for use in the completion of performance of the Construction Project. k. Contractor’s performance must be without damage or disruption to any other work or property of the City or of others and without interference with the operation of existing machinery or equipment. l. Title to all work, materials, and equipment covered by any payment of Contractor’s compensation by City, whether directly incorporated into the Construction Project or not, passes to City at the time of payment, free and clear of all liens and encumbrances. 10. Delays and Extensions of Time: If Contractor’s performance of this Agreement is prevented or delayed by any unforeseen cause beyond the control of the Contractor, including acts or omissions of the City, Contractor shall, within ten (10) days of the commencement of any such delay, give the City written notice thereof. Further, Contractor shall, within ten (10) days of the termination of such delay, give the City written notice of the total actual duration of the delay. If the City is provided with these required notices and if the City determines that the cause of the delay was not foreseeable, was beyond the control of the Contractor, and was not a result of the fault or negligence of the Contractor, then the City will determine the total duration of the delay and extend the time for performance of the Agreement accordingly. Unless the delay is caused by the intentional interference of the City with the Contractor’s performance, Contractor shall make no claim for damages or any other claim other than for an extension of time as herein provided by reason of any delays. 11. Suspension: a. The City may, by written notice to the Contractor and at its convenience for any reason, suspend the performance of all or any portion of the work to be performed on the Construction Project (“Notice of Suspension”). The Notice of Suspension shall set forth the time of suspension, if then known to the City. During the period of suspension, Contractor shall use its best efforts to minimize costs associated with the suspension. SAMPLE CONSTRUCTION AGREEMENT Page 6 of 17 b. Upon Contractor’s receipt of any Notice of Suspension, unless the notice requires otherwise, Contractor shall: (1) immediately discontinue work on the date and to the extent specified in the Notice of Suspension; (2) place no further orders or subcontracts for materials, services, or equipment; (3) promptly make every reasonable effort to obtain suspension upon terms satisfactory to City of all orders, subcontracts, and rental agreements to the extent that they relate to the performance of the work suspended; and (4) continue to protect and maintain the Project, including those portions on which work has been suspended. c. As compensation for the suspended work, Contractor will be reimbursed for the following costs, reasonably incurred, without duplication of any item, and to the extent that such costs directly resulted from the suspension: (1) a standby charge paid during the period of suspension which will be sufficient to compensate Contractor for keeping, to the extent required in the Notice of Suspension, Contractor’s organization and equipment committed to the Project in standby status; (2) all reasonably incurred costs for the demobilization of Contractor’s and subcontractor’s crews and equipment; (3) an equitable amount to reimburse Contractor for the cost to protect and maintain the Project during the period of suspension; and (4) an equitable adjustment in the cost of performing the remaining portion of the work post-suspension if, as a direct result of the suspension, the cost to Contractor of subsequently performing the remaining work on the Construction Project has increased or decreased. d. Upon receipt of written notice by the City to resume the suspended work (“Notice to Resume Work”), Contractor shall immediately resume performance of the suspended work as to the extent required in the Notice to Resume Work. Any claim by Contractor for time or compensation described in Section 11(c) shall be made within fifteen (15) days after receipt of the Notice to Resume Work and Contractor shall submit a revised Construction Schedule for the City’s review and approval. Contractor’s failure to timely make such a claim shall result in a waiver of the claim. e. No compensation described in Section 11(c) shall be paid and no extension of time to complete the Construction Project shall be granted if the suspension results from Contractor’s non-compliance with or breach of the terms or requirements of this Agreement. 12. Termination for Contractor’s Fault: a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails to perform any of its obligations under this Agreement, or otherwise breaches any terms or conditions of this Agreement, the City may, by written notice, terminate this Agreement and the Contractor’s right to proceed with all or any part of the Construction Project (“Termination Notice Due to Contractor’s Fault”). The City may then take over the Construction Project and complete it, either with its own resources or by re-letting the contract to any other SAMPLE CONSTRUCTION AGREEMENT Page 7 of 17 third party, and may immediately take possession of and use such materials, appliances, tools, and equipment as may be on the site and which may be necessary for the completion of the Construction Project. b. In the event of a termination pursuant to this Section 12, Contractor shall be entitled to payment only for those services Contractor actually rendered. In the case of a lump sum or unit price contract, Contractor shall not be entitled to any further payment until the Construction Project has been completed. Upon completion of the Construction Project, if the unpaid balance of the Contractor’s compensation exceeds the cost to the City of completing the work, including all costs paid to any subcontractors or third parties retained by the City to complete the Construction Project and all administrative costs resulting from the termination (“City’s Cost for Completion”), such excess shall be paid to the Contractor. If the City’s Cost for Completion exceeds the unpaid balance of the Contractor’s compensation, then Contractor and its sureties shall be liable for and shall pay the difference, plus interest at the rate applicable to court judgments, to the City. c. Any termination provided for by this Section 12 shall be in addition to any other remedies to which the City may be entitled under the law or at equity. d. In the event of termination under this Section 12, Contractor shall, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 13. Termination for City’s Convenience: a. Should conditions arise which, in the sole opinion and discretion of the City, make it advisable to the City to cease work on the Construction Project, the City may terminate this Agreement by written notice to Contractor (“Notice of Termination for City’s Convenience”). The termination shall be effective in the manner specified in the Notice of Termination for City’s Convenience and shall be without prejudice to any claims that the City may otherwise have against Contractor. b. Upon receipt of the Notice of Termination for City’s Convenience, unless otherwise directed in the Notice, the Contractor shall immediately cease work on the Construction Project, discontinue placing orders for materials, supplies, and equipment for the Construction Project, and make every reasonable effort to cancel all existing orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as may be necessary to preserve, protect, and maintain work already completed, in progress, or in transit to the construction site. SAMPLE CONSTRUCTION AGREEMENT Page 8 of 17 c. In the event of a termination pursuant to this Section 13, Contractor is entitled to payment only for those services Contractor actually rendered and materials actually purchased or which Contractor has made obligations to purchase on or before the receipt of the Notice of Termination for City’s Convenience, and reasonably incurred costs for demobilization of Contractor’s and any subcontractor’s crews. It is agreed that any materials that City is obligated to purchase from Contractor will remain the City’s sole property. d. The compensation described in Section 13(c) is the sole compensation due to Contractor for its performance of this Agreement. Contractor shall, under no circumstances, be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature arising, or claimed to have arisen, as a result of the termination. 14. Limitation on Contractor’s Damages; Time for Asserting Claim: a. In the event of a claim for damages by Contractor under this Agreement, Contractor’s damages shall be limited to contract damages and Contractor hereby expressly waives any right to claim or recover consequential, special, punitive, lost business opportunity, lost productivity, field office overhead, general conditions costs, or lost profits damages of any nature or kind. b. In the event Contractor wants to assert a claim for damages of any kind or nature, Contractor shall provide City with written notice of its claim, the facts and circumstances surrounding and giving rise to the claim, and the total amount of damages sought by the claim, within ten (10) days of the facts and circumstances giving rise to the claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights to assert such claim. 15. Representatives and Notices: a. City’s Representative: The City’s Representative for the purpose of this Agreement shall be or such other individual as City shall designate in writing. Whenever approval or authorization from or communication or submission to City is required by this Agreement, such communication or submission shall be directed to the City’s Representative and approvals or authorizations shall be issued only by such Representative; provided, however, that in exigent circumstances when City’s Representative is not available, Contractor may direct its communication or submission to other designated City personnel or agents and may receive approvals or authorization from such persons. b. Contractor’s Representative: The Contractor’s Representative for the purpose of this Agreement shall be _____________________ or such other individual as Contractor shall designate in writing. Whenever direction to or communication with Contractor is required by this Agreement, such direction or communication shall be directed to Contractor’s Representative; provided, SAMPLE CONSTRUCTION AGREEMENT Page 9 of 17 however, that in exigent circumstances when Contractor’s Representative is not available, City may direct its direction or communication to other designated Contractor personnel or agents. c. Notices: All notices required by this Agreement shall be in writing and shall be provided to the Representatives named in this Section. Notices shall be deemed given when delivered, if delivered by courier to Party’s address shown above during normal business hours of the recipient; or when sent, if sent by email or fax (with a successful transmission report) to the email address or fax number provided by the Party’s Representative; or on the fifth business day following mailing, if mailed by ordinary mail to the address shown above, postage prepaid. 16. Locating Underground Facilities: Contractor shall be responsible for obtaining and determining the location of any underground facilities, including but not limited to, the location of any pipelines or utility supply, delivery, or service lines in accordance with the provisions of §69-4-501, et seq., Montana Code Annotated (MCA). Contractor shall make every effort to avoid damage to underground facilities and shall be solely responsible for any damage that may occur. If City personnel assume responsibility for locating any underground facilities, this fact shall be noted in writing prior to commencement of such location work. 17. Permits: Contractor shall provide all notices, comply with all applicable laws, ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman business license, and inspections from applicable governmental authorities, pay all fees and charges in connection therewith, and perform all surveys and locations necessary for the timely completion of the Construction Project. 18. Ownership of Documents; Indemnification: All plans, designs, drawings, specifications, documents, sample results and data, in whatever medium or format, originated or prepared by or for Contractor in contemplation of, or in the course of, or as a result of this Agreement or work on the Construction Project, shall be promptly furnished to the City (“City Documents and Information”). All City Documents and Information shall be the exclusive property of the City and shall be deemed to be works-for-hire. Contractor hereby assigns all right, title, and interest in and to the City Documents and Information, including but not limited to, all copyright and patent rights in and to the City Documents and Information. Neither party grants to the other any express or implied licenses under any patents, copyrights, trademarks, or other intellectual property rights, except to the extent necessary to complete its obligations to the other under this Agreement. 19. Laws and Regulations: Contractor shall comply fully with all applicable state and federal laws, regulations, and municipal ordinances including, but not limited to, all workers’ compensation laws, all environmental laws including, but not limited to, the generation and disposal of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and State building and electrical SAMPLE CONSTRUCTION AGREEMENT Page 10 of 17 codes, the Americans with Disabilities Act, and all non- discrimination, affirmative action, and utilization of minority and small business statutes and regulations. 20. Nondiscrimination and Equal Pay: The Contractor agrees that all hiring by Contractor of persons performing this Agreement shall be on the basis of merit and qualifications. The Contractor will have a policy to provide equal employment opportunity in accordance with all applicable state and federal anti-discrimination laws, regulations, and contracts. The Contractor will not refuse employment to a person, bar a person from employment, or discriminate against a person in compensation or in a term, condition, or privilege of employment because of race, color, religion, creed, political ideas, sex, age, marital status, national origin, actual or perceived sexual orientation, gender identity, physical or mental disability, except when the reasonable demands of the position require an age, physical or mental disability, marital status or sex distinction. The Contractor shall be subject to and comply with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all regulations promulgated thereunder. Contractor represents it is, and for the term of this Agreement will be, in compliance with the requirements of the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act). Contractor must report to the City any violations of the Montana Equal Pay Act that Contractor has been found guilty of within 60 days of such finding for violations occurring during the term of this Agreement. Contractor shall require these nondiscrimination terms of its subcontractors providing services under this Agreement. 21. Intoxicants; DOT Drug and Alcohol Regulations : Contractor shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs, upon the site of the Construction Project. Contractor acknowledges it is aware of and shall comply with its responsibilities and obligations under the U.S. Department of Transportation (DOT) regulations governing anti-drug and alcohol misuse prevention plans and related testing. City shall have the right to request proof of such compliance and Contractor shall be obligated to furnish such proof. The Contractor shall be responsible for instructing and training the Contractor's employees and agents in proper and specified work methods and procedures. The Contractor shall provide continuous inspection and supervision of the work performed. The Contractor is responsible for instructing its employees and agents in safe work practices. 22. Labor Relations: a. In the event that, during the term of this Agreement and throughout the course of Contractor’s performance of the Construction Project, any labor problems or disputes of any type arise or materialize which in turn cause any work on the Construction Project to cease for any period of time, Contractor specifically agrees to take immediate steps, at its own expense and without expectation of reimbursement from City, to alleviate or resolve all such labor problems or disputes. The specific steps Contractor shall take to resume work SAMPLE CONSTRUCTION AGREEMENT Page 11 of 17 on the Construction Project shall be left to the discretion of Contractor; provided, however, that Contractor shall bear all costs of any related legal action. Contractor shall provide immediate relief to the City so as to permit the work on the Construction Project to resume and be completed within the time frames set forth in the Construction Schedule at no additional cost to City. b. Contractor shall indemnify, defend, and hold the City harmless from any and all claims, demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in connection with any labor problems or disputes or any delays or stoppages of work associated with such problems or disputes. 23. Subcontractors: a. Contractor may employ subcontractors for any work on the Construction Project. Contractor shall provide City with a list of all subcontractors employed. b. Contractor remains fully responsible for the acts and omissions of any subcontractor, just as Contractor is for its own acts and omissions, and Contractor shall remain fully responsible and liable for the timely completion of the Construction Project. c. Contractor is solely liable for any and all payments to subcontractors. Contractor shall hold all payments received from the City in trust for the benefit of subcontractors, and all such payments shall be used to satisfy obligations of the Construction Project before being used for any other purpose. Contractor shall make any payments due to any subcontractor within seven (7) days of Contractor’s receipt of payment, including a proportional part of the retainage Contractor has received from the City. In the event of a dispute regarding any subcontractor’s invoice, Contractor shall promptly pay the undisputed amount to the subcontractor and notify the subcontractor in writing of the amount in dispute and the reasons for the dispute. Any withholding of payment must comply with the requirements of §28-2-2103, MCA. In the event Contractor is unwilling or unable to make timely and proper payment to any subcontractor, City may elect to withhold any payment otherwise due to Contractor and upon seven (7) days’ written notice to Contractor, may pay subcontractor by direct or joint payment. 24. Indebtedness and Liens: Before City may make any final payment to Contractor, Contractor shall furnish City with satisfactory proof that there are no outstanding debts or liens in connection with the Construction Project. If the Contractor allows any indebtedness to accrue to subcontractors or others during the progress of the work, and fails to pay or discharge the same within five (5) days after demand, then City may either withhold any money due to Contractor until such indebtedness is paid or apply the same towards the discharge of the indebtedness. If any lien or claim is filed or made by any subcontractor, material supplier, or any other person, the Contractor SAMPLE CONSTRUCTION AGREEMENT Page 12 of 17 shall immediately notify the City and shall cause the same to be discharged of record within thirty (30) days after its filing. 25. Hazard Communication: Contractor shall comply with all hazard communication requirements dictated by the Environmental Protection Agency, the Montana Department of Agriculture, OSHA, Hazard Communications Standard, 29 CFR 1910.1200, and applicable City ordinances. Contractor shall supply a chemical list, the associated material safety data sheets (MSDS), and other pertinent health exposure data for chemicals that the Contractor’s, subcontractor’s or the City’s employees may be exposed to while working on City property during the course of the Construction Project. One copy of this documentation must be delivered to City to the attention of the City’s Representative. This documentation must be delivered before work involving these chemicals may commence. 26. Accounts and Records: During the term of this Agreement and for two (2) years following the City’s final acceptance of the Construction Project, Contractor shall maintain accounts and records related to the Construction Project. Upon reasonable notice, City shall have the right to inspect all such accounts and records, including but not limited to, Contractor’s records, books, correspondence, instructions, drawings, specifications, field and site notes, receipts, invoices, bills, contracts, or other documents relating to the Construction Project. 27. Indemnification; Insurance; Bonds: a. Contractor agrees to release, defend, indemnify, and hold harmless the City, its agents, representatives, employees, and officers (collectively referred to for purposes of this Section as the City) from and against any and all claims, demands, actions, fees and costs (including attorney’s fees and the costs and fees of and expert witness and consultants), losses, expenses, liabilities (including liability where activity is inherently or intrinsically dangerous) or damages of whatever kind or nature connected therewith and without limit and without regard to the cause or causes thereof or the negligence of any party or parties that may be asserted against, recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; or (ii) any negligent, reckless, or intentional misconduct of any of the Contractor’s agents. b. Such obligations shall not be construed to negate, abridge, or reduce other rights or obligations of indemnity that would otherwise exist. The indemnification obligations of this Section must not be construed to negate, abridge, or reduce any common-law or statutory rights of the indemnitee(s) which would otherwise exist as to such indemnitee(s). c. Contractor’s indemnity under this Section shall be without regard to and without any right to contribution from any insurance maintained by City. SAMPLE CONSTRUCTION AGREEMENT Page 13 of 17 d. Should the City be required to bring an action against the Contractor to assert its right to defense or indemnification under this Agreement or under the Contractor’s applicable insurance policies required below the City shall be entitled to recover reasonable costs and attorney fees incurred in asserting its right to indemnification or defense but only if a court of competent jurisdiction determines the Contractor was obligated to defend the claim(s) or was obligated to indemnify the City for a claim(s) or any portion(s) thereof. e. In the event of an action filed against the City resulting from the City’s performance under this Agreement, the City may elect to represent itself and incur all costs and expenses of suit. f. Contractor also waives any and all claims and recourse against the City, including the right of contribution for loss or damage to person or property arising from, growing out of, or in any way connected with or incident to the performance of this Agreement except “responsibility for [City’s] own fraud, for willful injury to the person or property of another, or for violation of law, whether willful or negligent” as per 28-2-702, MCA. g. These obligations shall survive termination of this Agreement and the services performed hereunder. h. In addition to and independent from the above, Contractor shall at Contractor’s expense secure insurance coverage through an insurance company or companies duly licensed and authorized to conduct insurance business in Montana which insures the liabilities and obligations specifically assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion for liabilities specifically assumed by the Contractor in subsection (a) of this Section. The insurance shall cover and apply to all claims, demands, suits, damages, losses, and expenses that may be asserted or claimed against, recovered from, or suffered by the City without limit and without regard to the cause therefore and which is acceptable to the City. Contractor shall furnish to the City an accompanying certificate of insurance and accompanying endorsements in amounts not less than as shown below:  Workers’ Compensation – not less than statutory limits;  Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;  Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;  Products and Completed Operations – $1,000,000;  Automobile Liability - $1,000,000 property damage/bodily injury; $2,000,000 annual aggregate (all owned, hired, non-owned vehicles); SAMPLE CONSTRUCTION AGREEMENT Page 14 of 17  Builder’s Risk/Property Insurance at least as broad as that provided by the ISO special causes of loss form (CP10 30) naming at a minimum the City in an amount equal to greater of Contractor’s compensation or full replacement value of the work (covering at a minimum all work, buildings, materials and equipment, whether on site or in transit, loss due to fire, lightening, theft, vandalism, malicious mischief, earthquake, collapse, debris removal, demolition occasioned by enforcement of laws, water damage, flood if site within a flood plain, repair or replacement costs, testing and start-up costs) on an all risk coverage basis. This insurance must include waivers of subrogation between the City and Contractor to the extent that damage to the Construction Project or City Hall is covered by other insurance;  Owner’s and Contractor’s Protective Liability : one policy designating the City (including its agents, representatives, employees, and officers) as the insured and another independent policy designated the City’s Representative (including its consultants, consultants, agents and employees) as the insured on the declarations with both policies covering: (i) operations performed by the Contractor under this Agreement for the City; and (ii) the City’s and City’s Representatives acts or omissions, including negligent acts, in connection with its general supervision of the work of the Contractor’s and its subcontractors - $1,000,000 per occurrence; $2,000,000 aggregate;  Contractual Liability Insurance (covering the Contractor’s indemnity obligations described in this Agreement) - $1,000,000 per occurrence $2,000,000 aggregate The amounts of insurance provided shall be exclusive of defense costs. The City of Bozeman shall be endorsed as an additional or named insured on a primary non- contributory basis on both the Commercial General and Automobile Liability policies. The insurance and required endorsements must be in a form suitable to City and shall include no less than a thirty (30) day notice of cancellation or non-renewal. Contractor shall notify City within two (2) business days of Contractor’s receipt of notice that any required insurance coverage will be terminated or Contractor’s decision to terminate any required insurance coverage for any reason. The City must approve all insurance coverage and endorsements prior to the Contractor commencing work. i. Pursuant to the City’s authority provided for in 18-2-201(4), the Contractor shall not be required to provide bonds as required by 18-2-201(1) under this Agreement. SAMPLE CONSTRUCTION AGREEMENT Page 15 of 17 28. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all appropriate employee withholdings. Contractor understands that all contractors or subcontractors working on a publicly funded project are required to pay or have withheld from earnings a license fee of one percent (1%) of the gross contract price if the gross contract price is Five Thousand Dollars ($5,000) or more. This license fee is paid to the Montana Department of Revenue. 29. Dispute Resolution: a. Any claim, controversy, or dispute between the parties, their agents, employees, or representatives shall be resolved first by negotiation between senior-level personnel from each party duly authorized to execute settlement agreements. Upon mutual agreement of the parties, the parties may invite an independent, disinterested mediator to assist in the negotiated settlement discussions. b. If the parties are unable to resolve the dispute within thirty (30) days from the date the dispute was first raised, then such dispute shall be resolved in a court of competent jurisdiction in compliance with the Applicable Law provisions of this Agreement. 30. Survival: Contractor’s indemnification and warranty obligations shall survive the termination or expiration of this Agreement for the maximum period allowed under applicable law. 31. Headings: The headings used in this Agreement are for convenience only and are not be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to which they refer. 32. Waiver: A waiver by City of any default or breach by Contractor of any covenants, terms, or conditions of this Agreement does not limit City’s right to enforce such covenants, terms, or conditions or to pursue City’s rights in the event of any subsequent default or breach. 33. Attorney’s Fees and Costs: In the event it becomes necessary for either Party to retain an attorney to enforce any of the terms or conditions of this Agreement or to give any notice required herein, then the prevailing Party or the Party giving notice shall be entitled to reasonable attorney's fees and costs, including fees, salary, and costs of in-house counsel including the City Attorney’s Office staff. 34. Severability: If any portion of this Agreement is held to be void or unenforceable, the balance thereof shall continue in effect. 35. Applicable Law: The parties agree that this Agreement is governed in all respects by the laws of the State of Montana. 36. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs, legal representatives, successors, and assigns of the parties. SAMPLE CONSTRUCTION AGREEMENT Page 16 of 17 37. Amendments: This Agreement may not be modified, amended, or changed in any respect except by a written document signed by all parties. 38. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or enforced by a third party. 38. Counterparts: This Agreement may be executed in counterparts, which together constitute one instrument. 39. Assignment: Contractor may not assign this Agreement in whole or in part without the prior written consent of the City. No assignment will relieve Contractor of its responsibility for the performance of the Agreement and the completion of the Construction Project. Contractor may not assign to any third party other than Contractor’s subcontractors on the Construction Project, the right to receive monies due from City without the prior written consent of City. 40. Authority: Each party represents that it has full power and authority to enter into and perform this Agreement and the person signing this Agreement on behalf of each party has been properly authorized and empowered to sign this Agreement. 41. Independent Contractor: The parties agree and acknowledge that in the performance of this Agreement and the completion of the Construction Project, Contractor shall render services as an independent contractor and not as the agent, representative, subcontractor, or employee of the City. The parties further agree that all individuals and companies retained by Contractor at all times will be considered the agents, employees, or independent contractors of Contractor and at no time will they be the employees, agents, or representatives of the City. 42. Integration: This Agreement and all Exhibits attached hereto constitute the entire agreement of the parties. Covenants or representations not contained therein or made a part thereof by reference, are not binding upon the parties. There are no understandings between the parties other than as set forth in this Agreement. All communications, either verbal or written, made prior to the date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this Agreement by reference. 43. Consent to Electronic Signatures: The Parties have consented to execute this Agreement electronically in conformance with the Montana Uniform Electronic Transactions Act, Title 30, Chapter 18, Part 1, MCA. **** END OF AGREEMENT EXCEPT FOR SIGNATURES **** IN WITNESS WHEREOF, Contractor and City have caused this Agreement to be executed, effective on the date written above, and intend to be legally bound thereby. SAMPLE CONSTRUCTION AGREEMENT Page 17 of 17 CITY OF BOZEMAN, MONTANA CONTRACTOR By: Print Name: Chuck Winn, Title: City Manager By: Print Name: Title: APPROVED AS TO FORM: By: Greg Sullivan, City Attorney EJCDC® C-610, Performance Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 1 of 4 PERFORMANCE BOND Contractor Name: [Full formal name of Contractor] Address (principal place of business): [Address of Contractor’s principal place of business] Surety Name: [Full formal name of Surety] Address (principal place of business): [Address of Surety’s principal place of business] Owner Name: [Full formal name of Owner] Address (principal place of business): [Address of Owner’s principal place of business] Contract Description (name and location): [Owner’s project/contract name, and location of the project] Contract Price: [Amount from Contract] Effective Date of Contract: [Date from Contract] Bond Bond Amount: [Amount] Date of Bond: [Date] (Date of Bond cannot be earlier than Effective Date of contract) Modifications to this Bond form: ☐ None ☐ See Paragraph 16 Surety and Contractor, intending to be legally bound hereby, subject to the terms set forth in this Performance Bond, do each cause this Performance Bond to be duly executed by an authorized officer, agent, or representative. Contractor as Principal Surety (Full formal name of Contractor) (Full formal name of Surety) (corporate seal) By: By: (Signature) (Signature)(Attach Power of Attorney) Name: Name: (Printed or typed) (Printed or typed) Title: Title: Attest: Attest: (Signature) (Signature) Name: Name: (Printed or typed) (Printed or typed) Title: Title: Notes: (1) Provide supplemental execution by any additional parties, such as joint venturers. (2) Any singular reference to Contractor, Surety, Owner, or other party is considered plural where applicable. EJCDC® C-610, Performance Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 2 of 4 1. The Contractor and Surety, jointly and severally, bind themselves, their heirs, executors, administrators, successors, and assigns to the Owner for the performance of the Construction Contract, which is incorporated herein by reference. 2. If the Contractor performs the Construction Contract, the Surety and the Contractor shall have no obligation under this Bond, except when applicable to participate in a conference as provided in Paragraph 3. 3. If there is no Owner Default under the Construction Contract, the Surety’s obligation under this Bond will arise after: 3.1. The Owner first provides notice to the Contractor and the Surety that the Owner is considering declaring a Contractor Default. Such notice may indicate whether the Owner is requesting a conference among the Owner, Contractor, and Surety to discuss the Contractor’s performance. If the Owner does not request a conference, the Surety may, within five (5) business days after receipt of the Owner’s notice, request such a conference. If the Surety timely requests a conference, the Owner shall attend. Unless the Owner agrees otherwise, any conference requested under this Paragraph 3.1 will be held within ten (10) business days of the Surety’s receipt of the Owner’s notice. If the Owner, the Contractor, and the Surety agree, the Contractor shall be allowed a reasonable time to perform the Construction Contract, but such an agreement does not waive the Owner’s right, if any, subsequently to declare a Contractor Default; 3.2. The Owner declares a Contractor Default, terminates the Construction Contract and notifies the Surety; and 3.3. The Owner has agreed to pay the Balance of the Contract Price in accordance with the terms of the Construction Contract to the Surety or to a contractor selected to perform the Construction Contract. 4. Failure on the part of the Owner to comply with the notice requirement in Paragraph 3.1 does not constitute a failure to comply with a condition precedent to the Surety’s obligations, or release the Surety from its obligations, except to the extent the Surety demonstrates actual prejudice. 5. When the Owner has satisfied the conditions of Paragraph 3, the Surety shall promptly and at the Surety’s expense take one of the following actions: 5.1. Arrange for the Contractor, with the consent of the Owner, to perform and complete the Construction Contract; 5.2. Undertake to perform and complete the Construction Contract itself, through its agents or independent contractors; 5.3. Obtain bids or negotiated proposals from qualified contractors acceptable to the Owner for a contract for performance and completion of the Construction Contract, arrange for a contract to be prepared for execution by the Owner and a contractor selected with the Owners concurrence, to be secured with performance and payment bonds executed by a qualified surety equivalent to the bonds issued on the Construction Contract, and pay to the Owner the amount of damages as described in Paragraph 7 in excess of the Balance of the Contract Price incurred by the Owner as a result of the Contractor Default; or 5.4. Waive its right to perform and complete, arrange for completion, or obtain a new contractor, and with reasonable promptness under the circumstances: EJCDC® C-610, Performance Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 3 of 4 5.4.1 After investigation, determine the amount for which it may be liable to the Owner and, as soon as practicable after the amount is determined, make payment to the Owner; or 5.4.2 Deny liability in whole or in part and notify the Owner, citing the reasons for denial. 6. If the Surety does not proceed as provided in Paragraph 5 with reasonable promptness, the Surety shall be deemed to be in default on this Bond seven days after receipt of an additional written notice from the Owner to the Surety demanding that the Surety perform its obligations under this Bond, and the Owner shall be entitled to enforce any remedy available to the Owner. If the Surety proceeds as provided in Paragraph 5.4, and the Owner refuses the payment, or the Surety has denied liability, in whole or in part, without further notice, the Owner shall be entitled to enforce any remedy available to the Owner. 7. If the Surety elects to act under Paragraph 5.1, 5.2, or 5.3, then the responsibilities of the Surety to the Owner will not be greater than those of the Contractor under the Construction Contract, and the responsibilities of the Owner to the Surety will not be greater than those of the Owner under the Construction Contract. Subject to the commitment by the Owner to pay the Balance of the Contract Price, the Surety is obligated, without duplication for: 7.1. the responsibilities of the Contractor for correction of defective work and completion of the Construction Contract; 7.2. additional legal, design professional, and delay costs resulting from the Contractor’s Default, and resulting from the actions or failure to act of the Surety under Paragraph 5; and 7.3. liquidated damages, or if no liquidated damages are specified in the Construction Contract, actual damages caused by delayed performance or non-performance of the Contractor. 8. If the Surety elects to act under Paragraph 5.1, 5.3, or 5.4, the Surety’s liability is limited to the amount of this Bond. 9. The Surety shall not be liable to the Owner or others for obligations of the Contractor that are unrelated to the Construction Contract, and the Balance of the Contract Price will not be reduced or set off on account of any such unrelated obligations. No right of action will accrue on this Bond to any person or entity other than the Owner or its heirs, executors, administrators, successors, and assigns. 10. The Surety hereby waives notice of any change, including changes of time, to the Construction Contract or to related subcontracts, purchase orders, and other obligations. 11. Any proceeding, legal or equitable, under this Bond must be instituted in any court of competent jurisdiction in the location in which the work or part of the work is located and must be instituted within two years after a declaration of Contractor Default or within two years after the Contractor ceased working or within two years after the Surety refuses or fails to perform its obligations under this Bond, whichever occurs first. If the provisions of this paragraph are void or prohibited by law, the minimum periods of limitations available to sureties as a defense in the jurisdiction of the suit will be applicable. 12. Notice to the Surety, the Owner, or the Contractor must be mailed or delivered to the address shown on the page on which their signature appears. 13. When this Bond has been furnished to comply with a statutory or other legal requirement in the location where the construction was to be performed, any provision in this Bond EJCDC® C-610, Performance Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 4 of 4 conflicting with said statutory or legal requirement will be deemed deleted therefrom and provisions conforming to such statutory or other legal requirement will be deemed incorporated herein. When so furnished, the intent is that this Bond will be construed as a statutory bond and not as a common law bond. 14. Definitions 14.1. Balance of the Contract Price—The total amount payable by the Owner to the Contractor under the Construction Contract after all proper adjustments have been made including allowance for the Contractor for any amounts received or to be received by the Owner in settlement of insurance or other claims for damages to which the Contractor is entitled, reduced by all valid and proper payments made to or on behalf of the Contractor under the Construction Contract. 14.2. Construction Contract—The agreement between the Owner and Contractor identified on the cover page, including all Contract Documents and changes made to the agreement and the Contract Documents. 14.3. Contractor Default—Failure of the Contractor, which has not been remedied or waived, to perform or otherwise to comply with a material term of the Construction Contract. 14.4. Owner Default—Failure of the Owner, which has not been remedied or waived, to pay the Contractor as required under the Construction Contract or to perform and complete or comply with the other material terms of the Construction Contract. 14.5. Contract Documents—All the documents that comprise the agreement between the Owner and Contractor. 15. If this Bond is issued for an agreement between a contractor and subcontractor, the term Contractor in this Bond will be deemed to be Subcontractor and the term Owner will be deemed to be Contractor. 16. Modifications to this Bond are as follows: [Describe modification or enter “None”] EJCDC® C-615, Payment Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 1 of 4 PAYMENT BOND Contractor Name: [Full formal name of Contractor] Address (principal place of business): [Address of Contractor’s principal place of business] Surety Name: [Full formal name of Surety] Address (principal place of business): [Address of Surety’s principal place of business] Owner Name: [Full formal name of Owner] Address (principal place of business): [Address of Owner’s principal place of business] Contract Description (name and location): [Owner’s project/contract name, and location of the project] Contract Price: [Amount from Contract] Effective Date of Contract: [Date from Contract] Bond Bond Amount: [Amount] Date of Bond: [Date] (Date of Bond cannot be earlier than Effective Date of contract) Modifications to this Bond form: ☐ None ☐ See Paragraph 18 Surety and Contractor, intending to be legally bound hereby, subject to the terms set forth in this Performance Bond, do each cause this Performance Bond to be duly executed by an authorized officer, agent, or representative. Contractor as Principal Surety (Full formal name of Contractor) (Full formal name of Surety) (corporate seal) By: By: (Signature) (Signature)(Attach Power of Attorney) Name: Name: (Printed or typed) (Printed or typed) Title: Title: Attest: Attest: (Signature) (Signature) Name: Name: (Printed or typed) (Printed or typed) Title: Title: Notes: (1) Provide supplemental execution by any additional parties, such as joint venturers. (2) Any singular reference to Contractor, Surety, Owner, or other party is considered plural where applicable. EJCDC® C-615, Payment Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 2 of 4 1. The Contractor and Surety, jointly and severally, bind themselves, their heirs, executors, administrators, successors, and assigns to the Owner to pay for labor, materials, and equipment furnished for use in the performance of the Construction Contract, which is incorporated herein by reference, subject to the following terms. 2. If the Contractor promptly makes payment of all sums due to Claimants, and defends, indemnifies, and holds harmless the Owner from claims, demands, liens, or suits by any person or entity seeking payment for labor, materials, or equipment furnished for use in the performance of the Construction Contract, then the Surety and the Contractor shall have no obligation under this Bond. 3. If there is no Owner Default under the Construction Contract, the Surety’s obligation to the Owner under this Bond will arise after the Owner has promptly notified the Contractor and the Surety (at the address described in Paragraph 13) of claims, demands, liens, or suits against the Owner or the Owner’s property by any person or entity seeking payment for labor, materials, or equipment furnished for use in the performance of the Construction Contract, and tendered defense of such claims, demands, liens, or suits to the Contractor and the Surety. 4. When the Owner has satisfied the conditions in Paragraph 3, the Surety shall promptly and at the Surety’s expense defend, indemnify, and hold harmless the Owner against a duly tendered claim, demand, lien, or suit. 5. The Surety’s obligations to a Claimant under this Bond will arise after the following: 5.1. Claimants who do not have a direct contract with the Contractor 5.1.1. have furnished a written notice of non-payment to the Contractor, stating with substantial accuracy the amount claimed and the name of the party to whom the materials were, or equipment was, furnished or supplied or for whom the labor was done or performed, within ninety (90) days after having last performed labor or last furnished materials or equipment included in the Claim; and 5.1.2. have sent a Claim to the Surety (at the address described in Paragraph 13). 5.2. Claimants who are employed by or have a direct contract with the Contractor have sent a Claim to the Surety (at the address described in Paragraph 13). 6. If a notice of non-payment required by Paragraph 5.1.1 is given by the Owner to the Contractor, that is sufficient to satisfy a Claimant’s obligation to furnish a written notice of non-payment under Paragraph 5.1.1. 7. When a Claimant has satisfied the conditions of Paragraph 5.1 or 5.2, whichever is applicable, the Surety shall promptly and at the Surety’s expense take the following actions: 7.1. Send an answer to the Claimant, with a copy to the Owner, within sixty (60) days after receipt of the Claim, stating the amounts that are undisputed and the basis for challenging any amounts that are disputed; and 7.2. Pay or arrange for payment of any undisputed amounts. 7.3. The Surety’s failure to discharge its obligations under Paragraph 7.1 or 7.2 will not be deemed to constitute a waiver of defenses the Surety or Contractor may have or acquire as to a Claim, except as to undisputed amounts for which the Surety and Claimant have reached agreement. If, however, the Surety fails to discharge its EJCDC® C-615, Payment Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 3 of 4 obligations under Paragraph 7.1 or 7.2, the Surety shall indemnify the Claimant for the reasonable attorney’s fees the Claimant incurs thereafter to recover any sums found to be due and owing to the Claimant. 8. The Surety’s total obligation will not exceed the amount of this Bond, plus the amount of reasonable attorney’s fees provided under Paragraph 7.3, and the amount of this Bond will be credited for any payments made in good faith by the Surety. 9. Amounts owed by the Owner to the Contractor under the Construction Contract will be used for the performance of the Construction Contract and to satisfy claims, if any, under any construction performance bond. By the Contractor furnishing and the Owner accepting this Bond, they agree that all funds earned by the Contractor in the performance of the Construction Contract are dedicated to satisfying obligations of the Contractor and Surety under this Bond, subject to the Owner’s priority to use the funds for the completion of the work. 10. The Surety shall not be liable to the Owner, Claimants, or others for obligations of the Contractor that are unrelated to the Construction Contract. The Owner shall not be liable for the payment of any costs or expenses of any Claimant under this Bond, and shall have under this Bond no obligation to make payments to or give notice on behalf of Claimants, or otherwise have any obligations to Claimants under this Bond. 11. The Surety hereby waives notice of any change, including changes of time, to the Construction Contract or to related subcontracts, purchase orders, and other obligations. 12. No suit or action will be commenced by a Claimant under this Bond other than in a court of competent jurisdiction in the state in which the project that is the subject of the Construction Contract is located or after the expiration of one year from the date (1) on which the Claimant sent a Claim to the Surety pursuant to Paragraph 5.1.2 or 5.2, or (2) on which the last labor or service was performed by anyone or the last materials or equipment were furnished by anyone under the Construction Contract, whichever of (1) or (2) first occurs. If the provisions of this paragraph are void or prohibited by law, the minimum period of limitation available to sureties as a defense in the jurisdiction of the suit will be applicable. 13. Notice and Claims to the Surety, the Owner, or the Contractor must be mailed or delivered to the address shown on the page on which their signature appears. Actual receipt of notice or Claims, however accomplished, will be sufficient compliance as of the date received. 14. When this Bond has been furnished to comply with a statutory or other legal requirement in the location where the construction was to be performed, any provision in this Bond conflicting with said statutory or legal requirement will be deemed deleted here from and provisions conforming to such statutory or other legal requirement will be deemed incorporated herein. When so furnished, the intent is that this Bond will be construed as a statutory bond and not as a common law bond. 15. Upon requests by any person or entity appearing to be a potential beneficiary of this Bond, the Contractor and Owner shall promptly furnish a copy of this Bond or shall permit a copy to be made. 16. Definitions 16.1. Claim—A written statement by the Claimant including at a minimum: 16.1.1. The name of the Claimant; 16.1.2. The name of the person for whom the labor was done, or materials or equipment furnished; EJCDC® C-615, Payment Bond. Copyright© 2018 National Society of Professional Engineers, American Council of Engineering Companies, and American Society of Civil Engineers. All rights reserved. Page 4 of 4 16.1.3. A copy of the agreement or purchase order pursuant to which labor, materials, or equipment was furnished for use in the performance of the Construction Contract; 16.1.4. A brief description of the labor, materials, or equipment furnished; 16.1.5. The date on which the Claimant last performed labor or last furnished materials or equipment for use in the performance of the Construction Contract; 16.1.6. The total amount earned by the Claimant for labor, materials, or equipment furnished as of the date of the Claim; 16.1.7. The total amount of previous payments received by the Claimant; and 16.1.8. The total amount due and unpaid to the Claimant for labor, materials, or equipment furnished as of the date of the Claim. 16.2. Claimant—An individual or entity having a direct contract with the Contractor or with a subcontractor of the Contractor to furnish labor, materials, or equipment for use in the performance of the Construction Contract. The term Claimant also includes any individual or entity that has rightfully asserted a claim under an applicable mechanic’s lien or similar statute against the real property upon which the Project is located. The intent of this Bond is to include without limitation in the terms of “labor, materials, or equipment” that part of the water, gas, power, light, heat, oil, gasoline, telephone service, or rental equipment used in the Construction Contract, architectural and engineering services required for performance of the work of the Contractor and the Contractor’s subcontractors, and all other items for which a mechanic’s lien may be asserted in the jurisdiction where the labor, materials, or equipment were furnished. 16.3. Construction Contract—The agreement between the Owner and Contractor identified on the cover page, including all Contract Documents and all changes made to the agreement and the Contract Documents. 16.4. Owner Default—Failure of the Owner, which has not been remedied or waived, to pay the Contractor as required under the Construction Contract or to perform and complete or comply with the other material terms of the Construction Contract. 16.5. Contract Documents—All the documents that comprise the agreement between the Owner and Contractor. 17. If this Bond is issued for an agreement between a contractor and subcontractor, the term Contractor in this Bond will be deemed to be Subcontractor and the term Owner will be deemed to be Contractor. 18. Modifications to this Bond are as follows: [Describe modification or enter “None”] NOTICE OF AWARD 1 NOTICE OF AWARD Dated Project: Owner: Owner’s Contract No.: Contract: Engineer’s Project No.: Bidder: Bidder’s Address: You are notified that your Bid dated for the above Contract has been considered. You are the Successful Bidder and are awarded a Contract for . The Contract Price of your Contract is Two copy(s) of each of the proposed Contract Documents (Project Manual) accompany this Notice of Award. Two sets of the Construction Drawings and Engineering Report are included separately. You must comply with the following conditions precedent within fifteen [15] days of the date you receive this Notice of Award. 1. Deliver to the Owner [two] fully executed counterparts of the Contract Documents. 2. Deliver with the executed Contract Documents, Contract Bonds (2 original copies) as specified in the Construction Agreement, Exhibit H (Required Bonds). 3. Other conditions precedent: 1) Provide two original certificates of general liability insurance and two original copies of other required insurance documents, in accordance with the Construction Agreement, Exhibit G (Required Insurance Coverage). 2) Contractor shall ensure they are registered with the Department of Labor and have a current City of Great Falls Business License. 3) Provide other necessary permits as applicable. Failure to comply with these conditions within the time specified will entitle Owner to consider you in default, annul this Notice of Award and declare your Bid security forfeited. Within fifteen [15] days after you comply with the above conditions, Owner will return to you one fully executed counterpart of the Contract Documents. Owner By: Authorized Signature Title ____Initial and Return Copy to Engineer NOTICE TO PROCEED 1 NOTICE TO PROCEED Dated Project: Owner: Owner’s Contract No.: Contract: Engineer’s Project No.: Contractor: Contractor’s Address: You are notified that the Contract Times under the above contract will commence to run on ______________________ . On or before that date, you are to start performing your obligations under the Contract Documents. In accordance with the Agreement, the date of Substantial Completion is , unless there is a shut down due to weather. Also before you may start any Work at the Site, you must: 1. Provide submittals, as pertinent to initiating work at the site 2. Contact the city inspector listed on pre-construction agenda to coordinate construction schedule. 3. Obtain all necessary permits Owner Given By: Authorized Signature Title Date ________ Initial and Return a Copy to Engineer MEASUREMENT AND PAYMENT SCOPE: The following description of work, measurement of pay quantity, and method of payment shall govern payment to Contractor under this Contract. Payment for these items shall be full compensation for the completed item of work furnished and installed, and the cost of any incidental work or materials required to complete the item. BID ITEM DESCRIPTION 101. Renovations: Measurement and Payment shall be made at the contract Lump Sum price for “Renovations.” All costs for mobilization, labor, materials, and equipment as necessary for preparation and installation of new mechanical equipment per the Plans and Divisions 1, 2, 23, and 26 Specifications. Work includes, but is not limited to, removal of three existing heating hot water boilers to include miscellaneous piping, accessories, valves, drains, etc, and replacement with three high efficiency modular condensing boilers to include all supporting piping and accessory items detailed in the plans, as well electrical work to support mechanical and temperature control system renovations. There is a deductive bid alternate as well as an additive alternate to convert the heating hot water plant to variable primary flow. END OF SECTION NONDISCRIMINATION AND EQUAL PAY AFFIRMATION PAGE 1 OF 1 NONDISCRIMINATION AND EQUAL PAY AFFIRMATION ____________________________________(name of entity submitting) hereby affirms it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and acknowledges and understands the eventual contract will contain a provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring and treatments or proposer’s employees and to all subcontracts. In addition, ____________________________________(name of entity submitting) hereby affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work “best practices” website, https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication and has read the material. ______________________________________ Name and title of person authorized to sign on behalf of submitter BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana SUMMARY 011000 - 1 SECTION 011000 – SUMMARY PART 1 GENERAL 1.1 PROJECT A. Project Name: Bozeman Public Library Boiler Replacement B. Owner's Name: City of Bozeman C. Engineer's Name: TD&H Engineering D. The Project consists of the removal of three existing heating hot water boilers to include miscellaneous piping, accessories, valves, drains, etc, and replacement with three high efficiency modular condensing boilers to include all supporting piping and accessory items detailed in the plans. There is a deductive bid alternate as well as an additive alternate to convert the heating hot water plant to variable primary flow. 1.2 CONTRACT DESCRIPTION A. Contract Type: A single prime contract based on a Stipulated Price. 1.3 DESCRIPTION OF ALTERATIONS WORK A. HVAC (Hydronics) and Temperature Controls: Replace existing system components with new construction. B. Electrical Power and Lighting: Alter existing system and add new construction, keeping existing in operation. 1.4 OWNER OCCUPANCY A. Owner (and the Public) will occupy the existing building during the entire construction period. B. Cooperate with Owner to minimize conflict and to facilitate Owner's operations. C. Schedule the Work to accommodate Owner occupancy. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana SUMMARY 011000 - 2 1.5 CONTRACTOR USE OF SITE AND PREMISES A. Provide access to and from site as required by law and by Owner: 1. Emergency Building Exits During Construction: Keep all exits required by code open during construction period; provide temporary exit signs if exit routes are temporarily altered. 2. Do not obstruct roadways, sidewalks, or other public ways without permit. B. Existing building spaces may be used for storage of equipment and materials. C. Utility Outages and Shutdown: 1. Limit disruption of utility services to hours the building is unoccupied. 2. Do not disrupt or shut down life safety systems, including but not limited to fire sprinklers and fire alarm system, without 7 days notice to Owner and authorities having jurisdiction. 3. Prevent accidental disruption of utility services to other facilities. 1.6 WORK SEQUENCE A. Coordinate construction schedule and operations with Engineer. B. The heating system for this facility must be operational between September and May to prevent damage to the existing plumbing systems and to support the active and occupied public library. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 1 SECTION 012000 - PRICE AND PAYMENT PROCEDURES PART 1 GENERAL 1.1 SECTION INCLUDES A. Procedures for preparation and submittal of applications for progress payments. B. Documentation of changes in Contract Sum and Contract Time. C. Change procedures. D. Correlation of Contractor submittals based on changes. E. Procedures for preparation and submittal of application for final payment. 1.2 RELATED REQUIREMENTS A. Section 017800 - Closeout Submittals: Project record documents. 1.3 SCHEDULE OF VALUES A. Use Schedule of Values Form: AIA G703, edition stipulated in the Agreement. B. Electronic media printout including equivalent information will be considered in lieu of standard form specified; submit draft to Architect for approval. C. Forms filled out by hand will not be accepted. D. Submit Schedule of Values in duplicate within 15 days after date established in Notice to Proceed. E. Format: Utilize the Table of Contents of this Project Manual. Identify each line item with number and title of the specification section. Identify site mobilization. F. Include separately from each line item, a direct proportional amount of Contractor's overhead and profit. G. Revise schedule to list approved Change Orders, with each Application For Payment. 1. 4 APPLICATIONS FOR PROGRESS PAYMENTS A. Payment Period: Submit at intervals stipulated in the Agreement. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 2 B. Use Form AIA G702 and Form AIA G703, edition stipulated in the Agreement. C. Electronic media printout including equivalent information will be considered in lieu of standard form specified; submit sample to Architect for approval. D. Forms filled out by hand will not be accepted. E. For each item, provide a column for listing each of the following: 1. Item Number. 2. Description of work. 3. Scheduled Values. 4. Previous Applications. 5. Work in Place and Stored Materials under this Application. 6. Authorized Change Orders. 7. Total Completed and Stored to Date of Application. 8. Percentage of Completion. 9. Balance to Finish. 10. Retainage. F. Execute certification by signature of authorized officer. G. Use data from approved Schedule of Values. Provide dollar value in each column for each line item for portion of work performed and for stored products. H. List each authorized Change Order as a separate line item, listing Change Order number and dollar amount as for an original item of work. I. Submit one electronic and copy of each Application for Payment. J. Include the following with the application: 1. Transmittal letter as specified for submittals in Section 013000. 2. Construction progress schedule, revised and current as specified in Section 013000. 3. Current construction photographs specified in Section 013000. 4. Partial release of liens from major subcontractors and vendors. 1.5 MODIFICATION PROCEDURES A. For minor changes not involving an adjustment to the Contract Sum or Contract Time, Architect will issue instructions directly to Contractor. B. For other required changes, Architect will issue a document signed by Owner instructing Contractor to proceed with the change, for subsequent inclusion in a Change Order. 1. The document will describe the required changes and will designate method of determining any change in Contract Sum or Contract Time. 2. Promptly execute the change. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 3 C. For changes for which advance pricing is desired, Architect will issue a document that includes a detailed description of a proposed change with supplementary or revised drawings and specifications, a change in Contract Time for executing the change with a stipulation of any overtime work required and the period of time during which the requested price will be considered valid. Contractor shall prepare and submit a fixed price quotation within 10 days. D. Contractor may propose a change by submitting a request for change to Architect, describing the proposed change and its full effect on the work, with a statement describing the reason for the change, and the effect on the Contract Sum and Contract Time with full documentation. Document any requested substitutions in accordance with Section 016000. E. Computation of Change in Contract Amount: As specified in the Agreement and Conditions of the Contract. 1. For change requested by Contractor, the amount will be based on the Contractor's request for a Change Order as approved by Architect. 2. For pre-determined unit prices and quantities, the amount will based on the fixed unit prices. F. Substantiation of Costs: Provide full information required for evaluation. 1. On request, provide the following data: a. Quantities of products, labor, and equipment. b. Taxes, insurance, and bonds. c. Overhead and profit. d. Justification for any change in Contract Time. e. Credit for deletions from Contract, similarly documented. 2. Support each claim for additional costs with additional information: a. Origin and date of claim. b. Dates and times work was performed, and by whom. c. Time records and wage rates paid. d. Invoices and receipts for products, equipment, and subcontracts, similarly documented. 3. For Time and Material work, submit itemized account and supporting data after completion of change, within time limits indicated in the Conditions of the Contract. G. Execution of Change Orders: Architect will issue Change Orders for signatures of parties as provided in the Conditions of the Contract. H. After execution of Change Order, promptly revise Schedule of Values and Application for Payment forms to record each authorized Change Order as a separate line item and adjust the Contract Sum. I. Promptly revise progress schedules to reflect any change in Contract Time, BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 4 revise sub-schedules to adjust times for other items of work affected by the change, and resubmit. J. Promptly enter changes in Project Record Documents. K. The following forms are included for Contract Modifications: 1. AIA G701 - 2017 Change Order 2. AIA G709 - 2001 Work Change Proposal 3. AIA G710 - 2017 Architectural Supplemental Instructions 4. AIA G714 - 2017 Construction Change Directive 1.6 APPLICATION FOR FINAL PAYMENT A. Prepare Application for Final Payment as specified for progress payments, identifying total adjusted Contract Sum, previous payments, and sum remaining due. B. Application for Final Payment will not be considered until the following have been accomplished: 1. All closeout procedures specified in Section 017000. PART 2 PRODUCTS - NOT USED PART 3 EXECUTION - NOT USED END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 5 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 6 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 7 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 8 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 9 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 10 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRICE AND PAYMENT PROCEDURES 012000 - 11 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ALTERNATES 012300 - 1 SECTION 012300 - ALTERNATES PART 1 GENERAL 1.1 SECTION INCLUDES A. Description of Alternates. B. Documentation of changes to Contract Sum and Contract Time. 1.2 ACCEPTANCE OF ALTERNATES A. Alternates quoted on Bid Forms will be reviewed and accepted or rejected at Owner's option. Accepted Alternates will be identified in the Owner-Contractor Agreement. B. Alternates may be accepted via change order at any time during construction up until the date of Substantial Completion. C. Coordinate related work and modify surrounding work to integrate the Work of each Alternate. 1.3 SCHEDULE OF ALTERNATES A. Project Summary: 1. Base Bid Item: Replacement of the existing boilers, to include all piping, accessories, test and balance, and temperature controls modification for the existing boiler plant. Work intended to be completed in the Fall/Winter 25-26 heating season in a phased manner as described in the Plans. 2. Alternate Item #1: Complete the Base Bid work intended to be completed in Spring 2026 after the Winter 25-26 heating season, which is expected to be a deduction from the base bid costs due to project simplification. 3. Alternate Item #2: Alternate Bid Item #2 is to convert the constant speed primary pumping heating water plant arrangement to variable speed. This includes installation of motorized 2-way on/off control valves, 5HP VFDs to connect to the (2) existing primary heating water circulators, a 2-way modulating control valve for existing AHU-2, and additional temperature control sequence work to implement variable primary flow for the heating water plant, as well as modifications to the air handling unit AHU-2 heating coil temperature controls sequence to accommodate change from a 3-way to a 2-way control valve. See Temperature Controls plan M4.0 for further description. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ALTERNATES 012300 - 2 PART 2 PRODUCTS - NOT USED PART 3 EXECUTION - NOT USED END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana SECTION 012500 - SUBSTITUTION PROCEDURES PART 1 GENERAL 1.1 SECTION INCLUDES A. Procedural requirements for proposed substitutions. 1.2 RELATED REQUIREMENTS A. Section 013000 - Administrative Requirements: Submittal procedures, coordination. B. Section 016000 - Product Requirements: Fundamental product requirements, product options, delivery, storage, and handling. C. Section 016116 - Volatile Organic Compound (VOC) Content Restrictions: Restrictions on emissions of indoor substitute products. 1.3 DEFINITIONS A. Substitutions: Changes from Contract Documents requirements proposed by Contractor to materials, products, assemblies, and equipment. 1. Substitutions for Cause: Proposed due to changed Project circumstances beyond Contractor's control. a. Unavailability. b. Regulatory changes. 2. Substitutions for Convenience: Proposed due to possibility of offering substantial advantage to the Project. a. Substitution requests offering advantages solely to the Contractor will not be considered. PART 2 PRODUCTS - NOT USED PART 3 EXECUTION 3.1 GENERAL REQUIREMENTS A. A Substitution Request for products, assemblies, materials, and equipment constitutes a representation that the submitter: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana 1. Has investigated proposed product and determined that it meets or exceeds the quality level of the specified product, equipment, assembly, or system. 2. Agrees to provide the same warranty for the substitution as for the specified product. 3. Agrees to provide same or equivalent maintenance service and source of replacement parts, as applicable. 4. Agrees to coordinate installation and make changes to other work that may be required for the work to be complete, with no additional cost to Owner. 5. Waives claims for additional costs or time extension that may subsequently become apparent. 6. Agrees to reimburse Owner and Architect for review or redesign services associated with re-approval by authorities. B. A Substitution Request for specified installer constitutes a representation that the submitter: 1. Has acted in good faith to obtain services of specified installer, but was unable to come to commercial, or other terms. C. Document each request with complete data substantiating compliance of proposed substitution with Contract Documents. Burden of proof is on proposer. 1. Note explicitly any non-compliant characteristics. D. Content: Include information necessary for tracking the status of each Substitution Request, and information necessary to provide an actionable response. 1. Forms included in the Project Manual are adequate for this purpose, and must be used. E. Limit each request to a single proposed substitution item. 1. Submit an electronic document, combining the request form with supporting data into single document. 3.2 SUBSTITUTION PROCEDURES DURING PROCUREMENT A. Submittal Time Restrictions: 1. Architect requests for substitutions shall be considered only if submitted at least 10 days prior to the date for receipt of bids. B. Submittal Form (before award of contract): 1. Submit substitution requests by completing the form attached to this section. See this form for additional information and instructions. Use only this form; other forms of submission are unacceptable. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana 3.3 SUBSTITUTION PROCEDURES DURING CONSTRUCTION A. Submittal Form (after award of contract): 1. Submit substitution requests by completing the form attached to this section. See this section for additional information and instructions. Use only this form; other forms of submission are unacceptable. B. Submit request for Substitution for Cause within 14 days of discovery of need for substitution, but not later than 14 days prior to time required for review and approval by Architect, in order to stay on approved project schedule. C. Submit request for Substitution for Convenience within 14 days of discovery of its potential advantage to the project, but not later than 14 days prior to time required for review and approval by Architect, in order to stay on approved project schedule. 1. In addition to meeting general documentation requirements, document how the requested substitution benefits the Owner through cost savings, time savings, greater energy conservation, or in other specific ways. 2. Document means of coordinating of substitution item with other portions of the work, including work by affected subcontractors. 3. Bear the costs engendered by proposed substitution of: a. Owner's compensation to the Architect for any required redesign, time spent processing and evaluating the request. b. Other construction by Owner. c. Other unanticipated project considerations. D. Substitutions will not be considered under one or more of the following circumstances: 1. When they are indicated or implied on shop drawing or product data submittals, without having received prior approval. 2. Without a separate written request. 3.4 RESOLUTION A. Architect may request additional information and documentation prior to rendering a decision. Provide this data in an expeditious manner. B. Architect will notify Contractor in writing of decision to accept or reject request. 1. Architect's decision following review of proposed substitution will be noted on the submitted form. 3.5 ACCEPTANCE A. Accepted substitutions change the work of the Project. They will be documented and incorporated into work of the project by Change Order, Construction Change BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana Directive, Architectural Supplementary Instructions, or similar instruments provided for in the Conditions of the Contract. 3.6 CLOSEOUT ACTIVITIES A. Include completed Substitution Request Forms as part of the Project record. Include both approved and rejected Requests. 3.7 ATTACHMENTS A. A facsimile of the Substitution Request Form (During Construction) required to be used on the Project is included after this section. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 1 SECTION 013000 - ADMINISTRATIVE REQUIREMENTS PART 1 GENERAL 1.1 SECTION INCLUDES A. General administrative requirements. B. Web-based project software service. C. Electronic document submittal service. D. Preconstruction meeting. E. Site mobilization meeting. F. Progress meetings. G. Construction progress schedule. H. Contractor's daily reports. I. Progress photographs. J. Coordination drawings. K. Submittals for review, information, and project closeout. L. Number of copies of submittals. M. Requests for Information (RFI) procedures. N. Submittal procedures. 1.2 RELATED REQUIREMENTS A. Section 013216 - Construction Progress Schedule: Form, content, and administration of schedules. B. Section 016000 - Product Requirements: General product requirements. C. Section 017000 - Execution and Closeout Requirements: Additional coordination requirements. D. Section 017800 - Closeout Submittals: Project record documents; operation and maintenance data; warranties and bonds. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 2 1.3 REFERENCE STANDARDS A. AIA G716 - Request for Information; 2004. 1.4 GENERAL ADMINISTRATIVE REQUIREMENTS A. Comply with requirements of Section 017000 - Execution and Closeout Requirements for coordination of execution of administrative tasks with timing of construction activities. B. Contractor shall schedule and conduct construction meetings. C. Make the following types of submittals to Architect: 1. Requests for Information (RFI). 2. Requests for substitution. 3. Shop drawings, product data, and physical samples (paper and photocopies unacceptable). 4. Test and inspection reports. 5. Design data. 6. Manufacturer's instructions and field reports. 7. Applications for payment and change order requests. 8. Progress schedules. 9. Coordination drawings. 10. Correction Punch List and Final Correction Punch List for Substantial Completion. 11. Closeout submittals. PART 2 PRODUCTS - NOT USED PART 3 EXECUTION 3.1 WEB-BASED PROJECT SOFTWARE SERVICE A. Web-Based Project Software Service: Provide, administer, and use web-based project software to host and manage project communication and documentation. 1. Include, at minimum, the following features: a. Project directory, including Owner, Contractor, subcontractors, Architect, Architect's consultants, and other entities involved in the project. Include names of contact persons and contact information for each entity. b. Access control for each entity and for each workflow process to determine each entity's digital rights to create, modify, view, and print documents. c. Workflow planning, allowing customization of workflow for each project entity. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 3 d. Creation, logging, tracking, and notification for project communications. e. Tracking of project communication statuses in real time, including timestamped response log. f. Procedures for viewing PDFs or similar file formats, allowing markups by each entity. Provide security features to lock markups against changes once submitted. g. Processing and tracking of payment applications. h. Processing and tracking of contract modifications. i. Creation and distribution of meeting minutes. j. Document management for drawings, specifications, and coordination drawings, including revision control. k. Management of construction progress photographs. l. Mobile device compatibility. m. Creation of data analytics reports. n. Creation and export of editable logs for software functions. Provide Owner, Architect, and Architect's consultants with rights and ability to download logs when requested. 2. Provide up to 20 user licenses for use by Owner, Architect, Architect's consultants, and other entities involved in the project. 3. Comply with the software service's current published licensing agreements. 4. Training: Provide one-hour, web-based training session for users of software service. Further training is the responsibility of the user. a. Representatives of Owner are scheduled and included in this training. 5. Project Closeout: Architect determines when to terminate the software service for the project and is responsible for obtaining archive copies of files for Owner. 6. Web-Based Project Software Services: Use one of the following: a. Procore Technologies. b. AutoDesk Build. c. Newforma, Inc d. Submittal Exchange. e. Substitutions: See Section 016000 - Product Requirements. 3.2 ELECTRONIC DOCUMENT SUBMITTAL SERVICE A. All documents transmitted for purposes of administration of the contract are to be in electronic (PDF, MS Word, or MS Excel) format, as appropriate to the document, and transmitted via an Internet-based submittal service that receives, logs and stores documents, provides electronic stamping and signatures, and notifies addressees via email. 1. Besides submittals for review, information, and closeout, this procedure applies to Requests for Information (RFIs), progress documentation, contract modification documents (e.g. supplementary instructions, change proposals, change orders), applications for payment, field reports and BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 4 meeting minutes, Contractor's correction punchlist, and any other document any participant wishes to make part of the project record. 2. Contractor and Architect are required to use this service. 3. It is Contractor's responsibility to submit documents in allowable format. 4. Subcontractors, suppliers, and Architect's consultants are to be permitted to use the service at no extra charge. 5. Users of the service need an email address, internet access, and PDF review software that includes ability to mark up and apply electronic stamps (such as Adobe Acrobat, www.adobe.com, or Bluebeam PDF Revu, www.bluebeam.com), unless such software capability is provided by the service provider. 6. Paper document transmittals will not be reviewed; emailed electronic documents will not be reviewed. 7. All other specified submittal and document transmission procedures apply, except that electronic document requirements do not apply to samples or color selection charts. B. Cost: The cost of the service is to be paid by Contractor; include the cost of the service in the Contract Sum. C. Submittal Service: Use one of the following: 1. Procore Technologies. 2. Submittal Exchange. 3. Newforma ConstructEx. 4. AutoDesk Build./ 5. Substitutions: See Section 016000 - Product Requirements. D. Training: One, one-hour, web-based training session will be arranged for all participants, with representatives of Architect and Contractor participating; further training is the responsibility of the user of the service. 1. Representatives of Owner are scheduled and included in this training. E. Project Closeout: Architect will determine when to terminate the service for the project and is responsible for obtaining archive copies of files for Owner. 3.3 PRECONSTRUCTION MEETING A. Schedule meeting after Notice of Award. B. Attendance Required: 1. Owner. 2. Architect. 3. Contractor. 4. Major Subcontractors. 5. Suppliers. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 5 C. Agenda: 1. Execution of Owner-Contractor Agreement. 2. Submission of executed bonds and insurance certificates. 3. Distribution of Contract Documents. 4. Submission of list of subcontractors, list of products, schedule of values, and progress schedule. 5. Submission of initial Submittal schedule. 6. Designation of personnel representing the parties to Contract and Architect. 7. Procedures and processing of field decisions, submittals, substitutions, applications for payments, proposal request, Change Orders, and Contract closeout procedures. 8. Scheduling. D. Record minutes and distribute copies within two days after meeting to participants, with two copies to Architect, Owner, participants, and those affected by decisions made. 3.4 SITE MOBILIZATION MEETING A. Schedule meeting at the Project site prior to Contractor occupancy. B. Attendance Required: 1. Contractor. 2. Owner. 3. Architect. 4. Special consultants. 5. Contractor's superintendent. 6. Major subcontractors. C. Agenda: 1. Use of premises by Owner and Contractor. 2. Owner's requirements. 3. Construction facilities and controls provided by Owner. 4. Temporary utilities provided by Owner. 5. Survey and building layout. 6. Security and housekeeping procedures. 7. Schedules. 8. Application for payment procedures. 9. Procedures for testing. 10. Procedures for maintaining record documents. 11. Requirements for start-up of equipment. 12. Inspection and acceptance of equipment put into service during construction period. D. Record minutes and distribute copies within two days after meeting to participants, with two copies to Architect, Owner, participants, and those affected BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 6 by decisions made. 3.5 PROGRESS MEETINGS A. Schedule and administer meetings throughout progress of the work at maximum bi-monthly intervals. B. Make arrangements for meetings, prepare agenda with copies for participants, preside at meetings. C. Attendance Required: 1. Contractor. 2. Owner. 3. Architect. 4. Special consultants. 5. Contractor's superintendent. 6. Major subcontractors. D. Agenda: 1. Review minutes of previous meetings. 2. Review of work progress. 3. Field observations, problems, and decisions. 4. Identification of problems that impede, or will impede, planned progress. 5. Review of submittals schedule and status of submittals. 6. Review of RFIs log and status of responses. 7. Review of off-site fabrication and delivery schedules. 8. Maintenance of progress schedule. 9. Corrective measures to regain projected schedules. 10. Planned progress during succeeding work period. 11. Coordination of projected progress. 12. Maintenance of quality and work standards. 13. Effect of proposed changes on progress schedule and coordination. 14. Other business relating to work. E. Record minutes and distribute copies within two days after meeting to participants, with two copies to Architect, Owner, participants, and those affected by decisions made. 3.6 CONSTRUCTION PROGRESS SCHEDULE - SEE SECTION 013216 – CONSTRUCTION PROGRESS SCHEDULE A. If preliminary schedule requires revision after review, submit revised schedule within 10 days. B. Within 20 days after review of preliminary schedule, submit draft of proposed complete schedule for review. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 7 1. Include written certification that major subcontractors have reviewed and accepted proposed schedule. C. Within 10 days after joint review, submit complete schedule. D. Submit updated schedule with each Application for Payment. 3.7 DAILY CONSTRUCTION REPORTS A. Include only factual information. Do not include personal remarks or opinions regarding operations and/or personnel. B. Prepare a daily construction report recording the following information concerning events at Project site and project progress: 1. Date. 2. High and low temperatures, and general weather conditions. 3. List of subcontractors at Project site. 4. Approximate count of personnel at Project site. 5. Major equipment at Project site. 6. Material deliveries. 7. Safety, environmental, or industrial relations incidents. 8. Meetings and significant decisions. 9. Unusual events (submit a separate special report). 10. Stoppages, delays, shortages, and losses. Include comparison between scheduled work activities (in Contractor's most recently updated and published schedule) and actual activities. Explain differences, if any. Note days or periods when no work was in progress and explain the reasons why. 11. Meter readings and similar recordings. 12. Emergency procedures. 13. Directives and requests of Authority(s) Having Jurisdiction (AHJ). 14. Change Orders received and implemented. 15. Testing and/or inspections performed. 16. Signature of Contractor's authorized representative. 3.8 PROGRESS PHOTOGRAPHS A. Submit new photographs at least once a month, within 3 days after being taken using a photographic documentation platform. B. Photography Type: Digital; electronic files. C. Provide photographs of site and construction throughout progress of work produced by an experienced photographer, acceptable to Architect. D. In addition to periodic, recurring views, take photographs of each of the following events: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 8 1. Existing exterior and interior conditions prior to demolition, minimum of twenty (20). 2. Completion of site clearing. 3. Excavations in progress. 4. Foundations in progress and upon completion. 5. Structural framing in progress and upon completion. 6. Enclosure of building, upon completion. 7. Final completion, minimum of ten (10) photos. E. Take photographs as evidence of existing project conditions as follows: 1. Take photographs with maximum depth of field and in focus. 2. Views of Adjacent Buildings: Take photographs of interiors and exteriors of adjacent buildings to create a comprehensive documentation of the existing conditions before commencement of work. 3. Preconstruction Photographs: Photographs of existing site and surrounding properties and existing items to remain during construction shall indicate construction limits, flagged prior to construction photography, and record settlement or cracking of adjacent structures, pavements, and improvements. F. Views: 1. Provide non-aerial photographs from four cardinal views at each specified time, until date of Substantial Completion. 2. Consult with Architect for instructions on views required. 3. Provide factual presentation. 4. Provide correct exposure and focus, high resolution and sharpness, maximum depth of field, and minimum distortion. 5. Point of View Sketch: Provide sketch identifying point of view of each photograph. G. Digital Photographs: 24 bit color, minimum resolution of 3200 by 2400 pixels, in JPG format; provide files unaltered by photo editing software. Use flash in low light levels or backlit conditions, and a 360-degree camera when required. 1. Delivery Medium: Via web-based project software service. 2. File Naming: Include project identification, date and time of view, GPS location data from camera, and view identification. 3. Point of View Sketch: Include digital copy of point of view sketch with each electronic submittal; include point of view identification in each photo file name. H. Construction photographic documentation platforms: 1. Procore Technologies. 2. StructionSite. 3. Substitutions: See Section 016000 - Product Requirements. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 9 3.9 COORDINATION DRAWINGS A. Review drawings prior to submission to Architect. B. Coordination Drawings, General: Prepare coordination drawings according to requirements in individual Sections, and additionally where installation is not completely indicated on Shop Drawings, where limited space availability necessitates coordination, or if coordination is required to facilitate integration of products and materials fabricated or installed by more than one entity. 1. Content: Project-specific information, drawn accurately to a scale large enough to indicate and resolve conflicts. Do not base coordination drawings on standard printed data. Include the following information, as applicable: 2. Use applicable Drawings as a basis for preparation of coordination drawings. Prepare sections, elevations, and details as needed to describe relationship of various systems and components. a. Coordinate the addition of trade-specific information to coordination drawings in a sequence that best provides for coordination of the information and resolution of conflicts between installed components before submitting for review. b. Indicate functional and spatial relationships of components of architectural, structural, civil, mechanical, and electrical systems. c. Indicate space requirements for routine maintenance and for anticipated replacement of components during the life of the installation. d. Show location and size of access doors required for access to concealed dampers, valves, and other controls. 3. Indicate required installation sequences. a. Indicate dimensions shown on Drawings. Specifically note dimensions that appear to be in conflict with submitted equipment and minimum clearance requirements. Provide alternative sketches to Architect indicating proposed resolution of such conflicts. Minor dimension changes and difficult installations will not be considered changes to the Contract. C. Coordination Drawing Organization: Organize coordination drawings as follows: 1. Floor Plans and Reflected Ceiling Plans: Show architectural and structural elements, and mechanical, plumbing, fire-protection, fire-alarm, and electrical Work. Show locations of visible ceiling-mounted devices relative to acoustical ceiling grid. Supplement plan drawings with section drawings where required to adequately represent the Work. 2. Plenum Space: Indicate subframing for support of ceiling, and wall systems, mechanical and electrical equipment, and related Work. Locate components within plenums to accommodate layout of light fixtures and other components indicated on Drawings. Indicate areas of conflict between light fixtures and other components. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 10 3. Mechanical Rooms: Provide coordination drawings for mechanical rooms, showing plans and elevations of mechanical, plumbing, fire-protection, fire- alarm, and electrical equipment. 4. Structural Penetrations: Indicate penetrations and openings required for all disciplines. 5. Slab Edge and Embedded Items: Indicate slab edge locations and sizes and locations of embedded items for metal fabrications, sleeves, anchor bolts, bearing plates, angles, door floor closers, slab depressions for floor finishes, curbs and housekeeping pads, and similar items. 6. Mechanical and Plumbing Work: Show the following: a. Sizes and bottom elevations of ductwork, piping, and conduit runs, including insulation, bracing, flanges, and support systems. b. Dimensions of major components, such as dampers, valves, diffusers, access doors, cleanouts and electrical distribution equipment. c. Fire-rated enclosures around ductwork. 7. Electrical Work: Show the following: a. Runs of vertical and horizontal conduit 1-1/4 inches in diameter and larger. b. Light fixture, exit light, emergency battery pack, smoke detector, and other fire-alarm locations. c. Panel board, switchboard, switchgear, transformer, busway, generator, and motor-control center locations. d. Location of pull boxes and junction boxes, dimensioned from column center lines. 8. Fire-Protection System: Show the following: a. Locations of standpipes, mains piping, branch lines, pipe drops, and sprinkler heads. 9. Review: Architect will review coordination drawings to confirm that, in general, the Work is being coordinated, but not for the details of the coordination, which are Contractor’s responsibility. If Architect determines that coordination drawings are not being prepared insufficient scope or detail, or are otherwise deficient, Architect will so inform Contractor, who shall make suitable modifications and resubmit. D. Coordination Drawing Process: Prepare coordination drawings in the following manner: 1. Schedule submittal and review of Fire Sprinkler, Plumbing, HVAC, and Electrical Shop Drawings to make required changes prior to preparation of coordination drawings. 2. Commence routing of coordination drawing files with HVAC Installer, who will provide drawing plan files denoting approved ductwork. HVAC Installer will locate ductwork and piping on a single layer, using orange color. Forward drawings to Plumbing Installer. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 11 3. Plumbing Installer will locate plumbing and equipment on a single layer, using blue color. 4. Fire Sprinkler Installer will locate piping and equipment, using red color. Fire Sprinkler Installer shall forward drawing files to Electrical Installer. 5. Electrical Installer will indicate service and feeder conduit runs and equipment in green color. Electrical Installer shall forward drawing files to Communications and Electronic Safety and Security Installer. 6. Communications and Electronic Safety and Security Installer will indicate cable trays and cabling runs and equipment in purple color. Communications and Electronic Safety and Security Installer shall forward completed drawing files to Contractor. 7. Contractor shall perform the final coordination review. As each coordination drawing is completed, Contractor will meet with Architect to review and resolve conflicts on the coordination drawings. E. Coordination Digital Data Files: Prepare coordination digital data files according to the following requirements: 1. File Preparation Format: 2. Same digital data software program, version, and operating system as original Drawings. 3. File Submittal Format: Submit or post coordination drawing files using format same as file preparation format. 4. BIM File Incorporation: Develop and incorporate coordination drawing files into BIM established for Project. a. Perform three-dimensional component conflict analysis as part of preparation of coordination drawings. Resolve component conflicts prior to submittal. Indicate where conflict resolution requires modification of design requirements by Architect. 5. Architect will furnish Contractor one set of digital data files of Drawings for use in preparing coordination digital data files. a. Architect makes no representations as to the accuracy or completeness of digital data files as they relate to Drawings. b. Digital Data Software Program: Drawings are available in Revit 2022, Windows PC. c. Contractor shall execute a data licensing agreement in the form of AIA Document C106. 3.10 REQUESTS FOR INFORMATION (RFI) A. Definition: A request seeking one of the following: 1. An interpretation, amplification, or clarification of some requirement of Contract Documents arising from inability to determine from them the exact material, process, or system to be installed; or when the elements of construction are required to occupy the same space (interference); or when BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 12 an item of work is described differently at more than one place in Contract Documents. B. Preparation: Prepare an RFI immediately upon discovery of a need for interpretation of Contract Documents. Failure to submit a RFI in a timely manner is not a legitimate cause for claiming additional costs or delays in execution of the work. 1. Prepare a separate RFI for each specific item. a. Review, coordinate, and comment on requests originating with subcontractors and/or materials suppliers. 2. Prepare in a format and with content acceptable to Owner. a. Use AIA G716 - Request for Information. 3. Prepare using software provided by the Electronic Document Submittal Service. 4. Combine RFI and its attachments into a single electronic file. PDF format is preferred. C. Reason for the RFI: Prior to initiation of an RFI, carefully study all Contract Documents to confirm that information sufficient for their interpretation is definitely not included. 1. Include in each request Contractor's signature attesting to good faith effort to determine from Contract Documents information requiring interpretation. 2. Unacceptable Uses for RFIs: Do not use RFIs to request the following: a. Approval of submittals (use procedures specified elsewhere in this section). b. Approval of substitutions (see Section - 016000 - Product Requirements) c. Changes that entail change in Contract Time and Contract Sum (comply with provisions of the Conditions of the Contract). d. Different methods of performing work than those indicated in the Contract Drawings and Specifications (comply with provisions of the Conditions of the Contract). 3. Improper RFIs: Requests not prepared in compliance with requirements of this section, and/or missing key information required to render an actionable response. They will be returned without a response. 4. Frivolous RFIs: Requests regarding information that is clearly indicated on, or reasonably inferable from, Contract Documents, with no additional input required to clarify the question. They will be returned without a response. D. Content: Include identifiers necessary for tracking the status of each RFI, and information necessary to provide an actionable response. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 13 1. Official Project name and number, and any additional required identifiers established in Contract Documents. 2. Owner's, Architect's, and Contractor's names. 3. Discrete and consecutive RFI number, and descriptive subject/title. 4. Issue date, and requested reply date. 5. Reference to particular Contract Document(s) requiring additional information/interpretation. Identify pertinent drawing and detail number and/or specification section number, title, and paragraph(s). 6. Annotations: Field dimensions and/or description of conditions which have engendered the request. 7. Contractor's suggested resolution: A written and/or a graphic solution, to scale, is required in cases where clarification of coordination issues is involved, for example; routing, clearances, and/or specific locations of work shown diagrammatically in Contract Documents. If applicable, state the likely impact of the suggested resolution on Contract Time or the Contract Sum. E. Attachments: Include sketches, coordination drawings, descriptions, photos, submittals, and other information necessary to substantiate the reason for the request. F. RFI Log: Prepare and maintain a tabular log of RFIs for the duration of the project. 1. Indicate current status of every RFI. Update log promptly and on a regular basis. 2. Note dates of when each request is made, and when a response is received. 3. Highlight items requiring priority or expedited response. 4. Highlight items for which a timely response has not been received to date. 5. Identify and include improper or frivolous RFIs. G. Review Time: Architect will respond and return RFIs to Contractor within fifteen calendar days of receipt. For the purpose of establishing the start of the mandated response period, RFIs received after 12:00 noon will be considered as having been received on the following regular working day. 1. For sequential reviews involving Architect's consultants, Owner, or another affected party, allow an additional 7 days. H. Responses: Content of answered RFIs will not constitute in any manner a directive or authorization to perform extra work or delay the project. If in Contractor's belief it is likely to lead to a change to Contract Sum or Contract Time, promptly issue a notice to this effect, and follow up with an appropriate Change Order request to Owner. 1. Response may include a request for additional information, in which case the original RFI will be deemed as having been answered, and an amended one is to be issued forthwith. Identify the amended RFI with an R suffix to the original number. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 14 2. Upon receipt of a response, promptly review and distribute it to all affected parties, and update the RFI Log. 3. Notify Architect within seven calendar days if an additional or corrected response is required by submitting an amended version of the original RFI, identified as specified above. 3.11 SUBMITTAL SCHEDULE A. Submit to Architect for review a schedule for submittals in tabular format. 1. Submit at the same time as the preliminary schedule specified in Section - 013216 -Construction Progress Schedule. 2. Coordinate with Contractor's construction schedule and schedule of values. 3. Format schedule to allow tracking of status of submittals throughout duration of construction. 4. Arrange information to include scheduled date for initial submittal, specification number and title, submittal category (for review or for information), description of item of work covered, and role and name of subcontractor. 3.12 SUBMITTALS FOR REVIEW A. When the following are specified in individual sections, submit them for review: 1. Product data. 2. Design data. 3. Shop drawings. 4. Samples for selection. 5. Samples for verification. B. Submit to Architect for review for the limited purpose of checking for compliance with information given and the design concept expressed in Contract Documents. C. Samples will be reviewed for aesthetic, color, or finish selection. D. After review, provide copies and distribute in accordance with SUBMITTAL PROCEDURES article below and for record documents purposes described in Section 017800 – Closeout Submittals. 3.13 SUBMITTALS FOR INFORMATION A. When the following are specified in individual sections, submit them for information: 1. Certificates. 2. Test reports. 3. Inspection reports. 4. Manufacturer's instructions. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 15 5. Manufacturer's field reports. 6. Other types indicated. B. Submit for Architect's knowledge as contract administrator or for Owner. 3.14 SUBMITTALS FOR PROJECT CLOSEOUT A. Submit Correction Punch List for Substantial Completion. B. Submit Final Correction Punch List for Substantial Completion. C. When the following are specified in individual sections, submit them at project closeout in compliance with requirements of Section 017800 - Closeout Submittals: 1. Project record documents. 2. Operation and maintenance data. 3. Warranties. 4. Bonds. 5. Other types as indicated. D. Submit for Owner's benefit during and after project completion. 3.15 NUMBER OF COPIES OF SUBMITTALS A. Electronic Documents: Submit one electronic copy in PDF format; an electronically-marked up file will be returned. Create PDFs at native size and right-side up; illegible files will be rejected. B. Samples: Submit the number specified in individual specification sections; one of which will be retained by Architect. 1. After review, produce duplicates. 2. Retained samples will not be returned to Contractor unless specifically so stated. 3.16 SUBMITTAL PROCEDURES A. General Requirements: 1. Use a single transmittal for related items. 2. Submit separate packages of submittals for review and submittals for information, when included in the same specification section. 3. Transmit using approved form. a. Use form generated by Electronic Document Submittal Service software. 4. Sequentially identify each item. For revised submittals use original number and a sequential numerical suffix. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 16 5. Identify: Project; Contractor; subcontractor or supplier; pertinent drawing and detail number; and specification section number and article/paragraph, as appropriate on each copy. 6. Apply Contractor's stamp, signed or initialed certifying that review, approval, verification of products required, field dimensions, adjacent construction work, and coordination of information is in accordance with the requirements of the work and Contract Documents. a. Submittals from sources other than the Contractor, or without Contractor's stamp will not be acknowledged, reviewed, or returned. 7. Deliver each submittal on date noted in submittal schedule, unless an earlier date has been agreed to by all affected parties, and is of the benefit to the project. a. Upload submittals in electronic form to Electronic Document Submittal Service website. 8. Schedule submittals to expedite the Project, and coordinate submission of related items. a. For each submittal for review, allow 15 days excluding delivery time to and from the Contractor. b. For sequential reviews involving Architect's consultants, Owner, or another affected party, allow an additional 7 days. c. For sequential reviews involving approval from authorities having jurisdiction (AHJ), in addition to Architect's approval, allow an additional 30 days. 9. Identify variations from Contract Documents and product or system limitations that may be detrimental to successful performance of the completed work. 10. Provide space for Contractor and Architect review stamps. 11. When revised for resubmission, identify all changes made since previous submission. 12. Distribute reviewed submittals. Instruct parties to promptly report inability to comply with requirements. 13. Incomplete submittals will not be reviewed, unless they are partial submittals for distinct portion(s) of the work, and have received prior approval for their use. B. Product Data Procedures: 1. Submit only information required by individual specification sections. 2. Collect required information into a single submittal. 3. Do not submit (Material) Safety Data Sheets for materials or products. C. Shop Drawing Procedures: 1. Prepare accurate, drawn-to-scale, original shop drawing documentation by interpreting Contract Documents and coordinating related work. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 17 2. Generic, non-project-specific information submitted as shop drawings do not meet the requirements for shop drawings. D. Samples Procedures: 1. Transmit related items together as single package. 2. Identify each item to allow review for applicability in relation to shop drawings showing installation locations. 3. Include with transmittal high-resolution image files of samples to facilitate electronic review and approval. Provide separate submittal page for each item image. 3.17 SUBMITTAL REVIEW A. Submittals for Review: Architect will review each submittal, and approve, or take other appropriate action. B. Submittals for Information: Architect will acknowledge receipt, but will take no other action. C. Architect's actions will be reflected by marking each returned submittal using virtual stamp on electronic submittals. D. Architect's and consultants' actions on items submitted for review: 1. "Reviewed" - No action required. a. No further action required by Contractor. 2. "Reviewed - Make Corrections." a. Resubmit corrected item, with review notations acknowledged and incorporated. Resubmit separately, or as part of project record documents. 3. "Reviewed - Make Corrections - Revise and Resubmit Noted Items Only." a. Resubmit corrected items only, with review notations acknowledged and incorporated. Resubmit separately, or as part of project record documents. 4. Not Authorizing fabrication, delivery, and installation: a. "Revise and Resubmit in Entirety". 1) Resubmit revised item, with review notations acknowledged and incorporated. b. "Rejected". 1) Submit item complying with requirements of Contract Documents. E. Architect's and consultants' actions on items submitted for information: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 18 1. Items for which no action was taken: a. "Not Reviewed" - to notify the Contractor that the submittal has been received for record only. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 19 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana ADMINISTRATIVE REQUIREMENTS 013000 - 20 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION PROGRESS SCHEDULE 013216 - 1 SECTION 013216 - CONSTRUCTION PROGRESS SCHEDULE PART 1 GENERAL 1.1 SECTION INCLUDES A. Preliminary schedule. B. Construction progress schedule, with network analysis diagrams and reports. 1.2 RELATED SECTIONS A. Section 011000 - Summary: Work sequence. 1.3 SUBMITTALS A. Within 10 days after date of Agreement, submit preliminary schedule. B. If preliminary schedule requires revision after review, submit revised schedule within 10 days. C. Within 20 days after review of preliminary schedule, submit draft of proposed complete schedule for review. 1. Include written certification that major contractors have reviewed and accepted proposed schedule. D. Within 10 days after joint review, submit complete schedule. E. Submit updated schedule with each Application for Payment. F. Submit in PDF format. G. Submit under transmittal letter form specified in Section 013000 - Administrative Requirements. 1.4 QUALITY ASSURANCE A. Contractor's Administrative Personnel: Five years minimum experience in using and monitoring CPM schedules on comparable projects. 1.5 SCHEDULE FORMAT A. Listings: In chronological order according to the start date for each activity. Identify each activity with the applicable specification section number. B. Sheet Size: Multiples of 8-1/2 by 11 inches. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION PROGRESS SCHEDULE 013216 - 2 PART 2 PRODUCTS - NOT USED PART 3 EXECUTION 3.1 PRELIMINARY SCHEDULE A. Prepare preliminary schedule in the form of a horizontal bar chart. 3.2 CONTENT A. Show complete sequence of construction by activity, with dates for beginning and completion of each element of construction. B. Identify each item by specification section number. C. Identify work of separate stages and other logically grouped activities. D. Provide sub-schedules for each phase of Work identified in Section 011000 - Summary. E. Include conferences and meetings in schedule. F. Show accumulated percentage of completion of each item, and total percentage of Work completed, as of the first day of each month. G. Provide separate schedule of submittal dates for shop drawings, product data, and samples, owner-furnished products, products identified under Allowances, and dates reviewed submittals will be required from Architect. Indicate decision dates for selection of finishes. H. Coordinate content with schedule of values specified in Section 012000 - Price and Payment Procedures. I. Provide legend for symbols and abbreviations used. 3.3 BAR CHARTS A. Include a separate bar for each major portion of Work or operation. B. Identify the first work day of each week. 3.4 NETWORK ANALYSIS A. Prepare network analysis diagrams and supporting mathematical analyses using the Critical Path Method. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION PROGRESS SCHEDULE 013216 - 3 B. Illustrate order and interdependence of activities and sequence of work; how start of a given activity depends on completion of preceding activities, and how completion of the activity may restrain start of subsequent activities. C. Mathematical Analysis: Tabulate each activity of detailed network diagrams, using calendar dates, and identify for each activity: 1. Preceding and following event numbers. 2. Activity description. 3. Estimated duration of activity, in maximum 15 day intervals. 4. Earliest start date. 5. Earliest finish date. 6. Actual start date. 7. Actual finish date. 8. Latest start date. 9. Latest finish date. 10. Total and free float; float time shall accrue to Owner and to Owner's benefit. 11. Monetary value of activity, keyed to Schedule of Values. 12. Percentage of activity completed. 13. Responsibility. D. Analysis Program: Capable of compiling monetary value of completed and partially completed activities, accepting revised completion dates, and precomputation of all dates and float. E. Required Reports: List activities in sorts or groups: 1. By preceding work item or event number from lowest to highest. 2. By amount of float, then in order of early start. 3.5 REVIEW AND EVALUATION OF SCHEDULE A. Participate in joint review and evaluation of schedule with Architect at each submittal. B. Evaluate project status to determine work behind schedule and work ahead of schedule. C. After review, revise as necessary as result of review, and resubmit within 10 days. 3.6 UPDATING SCHEDULE A. Maintain schedules to record actual start and finish dates of completed activities. B. Indicate progress of each activity to date of revision, with projected completion date of each activity. C. Annotate diagrams to graphically depict current status of Work. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION PROGRESS SCHEDULE 013216 - 4 D. Identify activities modified since previous submittal, major changes in Work, and other identifiable changes. E. Indicate changes required to maintain Date of Substantial Completion. F. Submit reports required to support recommended changes. G. Provide narrative report to define problem areas, anticipated delays, and impact on the schedule. Report corrective action taken or proposed and its effect. 3.7 DISTRIBUTION OF SCHEDULE A. Distribute copies of updated schedules to Contractor's project site file, to subcontractors, suppliers, Architect, Owner, and other concerned parties. B. Instruct recipients to promptly report, in writing, problems anticipated by projections indicated in schedules. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 1 SECTION 014000 - QUALITY REQUIREMENTS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Submittals. B. Quality assurance. C. References and standards. D. Testing and inspection agencies and services. E. Contractor's construction-related professional design services. F. Contractor's design-related professional design services. G. Control of installation. H. Mock-ups. I. Tolerances. J. Manufacturers' field services. 1.2 RELATED REQUIREMENTS A. Section 013000 - Administrative Requirements: Submittal procedures. B. Section 014216 - Definitions. C. Section 016000 - Product Requirements: Requirements for material and product quality. 1.3 REFERENCE STANDARDS A. ASTM C1021 - Standard Practice for Laboratories Engaged in Testing of Building Sealants; 2008 (Reapproved 2023). B. ASTM C1077 - Standard Practice for Agencies Testing Concrete and Concrete Aggregates for Use in Construction and Criteria for Testing Agency Evaluation; 2024. C. ASTM D3740 - Standard Practice for Minimum Requirements for Agencies Engaged in Testing and/or Inspection of Soil and Rock as Used in Engineering Design and Construction; 2023. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 2 D. ASTM E329 - Standard Specification for Agencies Engaged in Construction Inspection, Testing, or Special Inspection; 2023. E. ASTM E543 - Standard Specification for Agencies Performing Nondestructive Testing; 2021. F. ASTM E699 - Standard Specification for Agencies Involved in Testing, Quality Assurance, and Evaluating of Manufactured Building Components; 2016. G. IAS AC89 - Accreditation Criteria for Testing Laboratories; 2021. 1.4 DEFINITIONS A. Contractor's Quality Control Plan: Contractor's management plan for executing the Contract for Construction. B. Contractor's Professional Design Services: Design of some aspect or portion of the project by party other than the design professional of record. Provide these services as part of the Contract for Construction. 1. Design Services Types Required: a. Construction-Related: Services Contractor needs to provide in order to carry out the Contractor’s sole responsibilities for construction means, methods, techniques, sequences, and procedures. b. Design-Related: Design services explicitly required to be performed by another design professional due to highly-technical and/or specialized nature of a portion of the project. Services primarily involve engineering analysis, calculations, and design, and are not intended to alter the aesthetic aspects of the design. C. Design Data: Design-related, signed and sealed drawings, calculations, specifications, certifications, shop drawings and other submittals provided by Contractor, and prepared directly by, or under direct supervision of, appropriately licensed design professional. 1.5 CONTRACTOR'S CONSTRUCTION-RELATED PROFESSIONAL DESIGN SERVICES A. Coordination: Contractor's professional design services are subject to requirements of project's Conditions for Construction Contract. 1.6 CONTRACTOR'S DESIGN-RELATED PROFESSIONAL DESIGN SERVICES A. Coordination: Contractor's professional design services are subject to requirements of project's Conditions for Construction Contract. B. Base design on performance and/or design criteria indicated in individual specification sections. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 3 1. Submit a Request for Information to Architect if the criteria indicated are not sufficient to perform required design services. C. Delegated Design Services Statement: Submit a statement signed and sealed by the responsible design professional, for each product and system specifically assigned to Contractor to be designed or certified by a design professional, indicating that the products and systems are in compliance with performance and design criteria indicated. Include list of codes, loads, and other factors used in performing these services. D. Scope of Contractor's Professional Design Services: Provide as indicated in technical specifications. 1.7 SUBMITTALS A. See Section 013000 - Administrative Requirements, for submittal procedures. B. Designer's Qualification Statement: Submit for Architect's knowledge as contract administrator, or for Owner's information. 1. Include information for each individual professional responsible for producing, or supervising production of, design-related professional services provided by Contractor. a. Full name. b. Professional licensure information. c. Statement addressing extent and depth of experience specifically relevant to design of items assigned to Contractor. C. Design Data: Submit for Architect's knowledge as contract administrator for the limited purpose of assessing compliance with information given and the design concept expressed in the Contract Documents, or for Owner's information. 1. Include calculations that have been used to demonstrate compliance to performance and regulatory criteria provided, and to determine design solutions. 2. Include required product data and shop drawings. 3. Include a statement or certification attesting that design data complies with criteria indicated, such as building codes, loads, functional, and similar engineering requirements. 4. Include signature and seal of design professional responsible for allocated design services on calculations and drawings. D. Test Reports: After each test/inspection, promptly submit two copies of report to Architect and to Contractor. 1. Include: a. Date issued. b. Project title and number. c. Name of inspector. d. Date and time of sampling or inspection. e. Identification of product and specifications section. f. Location in the Project. g. Type of test/inspection. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 4 h. Date of test/inspection. i. Results of test/inspection. j. Compliance with Contract Documents. k. When requested by Architect, provide interpretation of results. 2. Test report submittals are for Architect's knowledge as contract administrator for the limited purpose of assessing compliance with information given and the design concept expressed in the Contract Documents, or for Owner's information. E. Certificates: When specified in individual specification sections, submit certification by the manufacturer and Contractor or installation/application subcontractor to Architect, in quantities specified for Product Data. 1. Indicate material or product complies with or exceeds specified requirements. Submit supporting reference data, affidavits, and certifications as appropriate. F. Manufacturer's Instructions: When specified in individual specification sections, submit instructions for delivery, storage, assembly, installation, start-up, adjusting, and finishing, for the Owner's information. Indicate special procedures, perimeter conditions requiring special attention, and special environmental criteria required for application or installation. 1.8 QUALITY ASSURANCE A. Testing Agency Qualifications: 1. Prior to start of work, submit agency name, address, and telephone number, and names of full time registered Engineer and responsible officer. 2. Submit copy of report of laboratory facilities inspection made by NIST Construction Materials Reference Laboratory during most recent inspection, with memorandum of remedies of any deficiencies reported by the inspection. 3. Qualification Statement: Provide documentation showing testing laboratory is accredited under IAS AC89. B. Designer Qualifications: Where professional engineering design services and design data submittals are specifically required of Contractor by Contract Documents, provide services of a Professional Engineer experienced in design of this type of work and licensed in the State in which the Project is located. C. Contractor's Quality Control (CQC) Plan: 1. Prior to start of work, submit a comprehensive plan describing how contract deliverables will be produced. Tailor CQC plan to specific requirements of the project. Include the following information: a. Management Structure: Identify personnel responsible for quality. Include a chart showing lines of authority. 1) Include qualifications (in resume form), duties, responsibilities of each person assigned to CQC function. b. Management Approach: Define, describe, and include in the plan specific methodologies used in executing the work. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 5 1) Management and control of documents and records relating to quality. 2) Communications. 3) Coordination procedures. 4) Resource management. 5) Process control. 6) Inspection and testing procedures and scheduling. 7) Control of noncomplying work. 8) Tracking deficiencies from identification, through acceptable corrective action, and verification. 9) Control of testing and measuring equipment. 10) Managerial continuity and flexibility. c. Owner will not make a separate payment for providing and maintaining a Quality Control Plan. Include associated costs in Bid price. d. Acceptance of the plan is required prior to start of construction activities not including mobilization work. Owner's acceptance of the plan will be conditional and predicated on continuing satisfactory adherence to the plan. Owner reserves the right to require Contractor to make changes to the plan and operations, including removal of personnel, as necessary, to obtain specified quality of work results. D. Quality-Control Personnel Qualifications. Engage a person with requisite training and experience to implement and manage quality assurance (QA) and quality control (QC) for the project. 1.9 REFERENCES AND STANDARDS A. For products and workmanship specified by reference to a document or documents not included in the Project Manual, also referred to as reference standards, comply with requirements of the standard, except when more rigid requirements are specified or are required by applicable codes. B. Comply with reference standard of date of issue current on date of Contract Documents, except where a specific date is established by applicable code. C. Obtain copies of standards where required by product specification sections. D. Maintain copy at project site during submittals, planning, and progress of the specific work, until Substantial Completion. E. Should specified reference standards conflict with Contract Documents, request clarification from Architect before proceeding. F. Neither the contractual relationships, duties, or responsibilities of the parties in Contract nor those of Architect shall be altered from Contract Documents by mention or inference otherwise in any reference document. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 6 1.10 TESTING AND INSPECTION AGENCIES AND SERVICES A. As indicated in individual specification sections, Owner or Contractor shall employ and pay for services of an independent testing agency to perform other specified testing. B. Employment of agency in no way relieves Contractor of obligation to perform Work in accordance with requirements of Contract Documents. C. Contractor Employed Agency: 1. Testing agency: Comply with requirements of ASTM E329, ASTM E543, ASTM E699, ASTM C1021, ASTM C1077, and ASTM D3740. 2. Inspection agency: Comply with requirements of ASTM D3740 and ASTM E329. 3. Laboratory Qualifications: Accredited by IAS according to IAS AC89. 4. Laboratory: Authorized to operate in the State in which the Project is located. 5. Laboratory Staff: Maintain a full time registered Engineer on staff to review services. 6. Testing Equipment: Calibrated at reasonable intervals either by NIST or using an NIST established Measurement Assurance Program, under a laboratory measurement quality assurance program. PART 2 - PRODUCTS - NOT USED PART 3 - EXECUTION 3.1 CONTROL OF INSTALLATION A. Monitor quality control over suppliers, manufacturers, products, services, site conditions, and workmanship, to produce work of specified quality. B. Comply with manufacturers' instructions, including each step in sequence. C. Should manufacturers' instructions conflict with Contract Documents, request clarification from Architect before proceeding. D. Comply with specified standards as minimum quality for the work except where more stringent tolerances, codes, or specified requirements indicate higher standards or more precise workmanship. E. Have work performed by persons qualified to produce required and specified quality. F. Verify that field measurements are as indicated on shop drawings or as instructed by the manufacturer. G. Secure products in place with positive anchorage devices designed and sized to withstand stresses, vibration, physical distortion, and disfigurement. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 7 3.2 MOCK-UPS A. Before installing portions of the Work where mock-ups are required, construct mock-ups in location and size indicated for each form of construction and finish required to comply with the following requirements, using materials indicated for the completed Work. The purpose of mock-up is to demonstrate the proposed range of aesthetic effects and workmanship. B. Accepted mock-ups establish the standard of quality the Architect will use to judge the Work. C. Notify Architect fifteen (15) working days in advance of dates and times when mock-ups will be constructed. D. Provide supervisory personnel who will oversee mock-up construction. Provide workers that will be employed during the construction at Project. E. Tests shall be performed under provisions identified in this section and identified in the respective product specification sections. F. Assemble and erect specified items with specified attachment and anchorage devices, flashings, seals, and finishes. G. Obtain Architect's approval of mock-ups before starting work, fabrication, or construction. 1. Architect will issue written comments within seven (7) working days of initial review and each subsequent follow up review of each mock-up. 2. Make corrections as necessary until Architect's approval is issued. H. Architect will use accepted mock-ups as a comparison standard for the remaining Work. I. Where mock-up has been accepted by Architect and is specified in product specification sections to be removed, protect mock-up throughout construction, remove mock-up and clear area when directed to do so by Architect. 3.3 TOLERANCES A. Monitor fabrication and installation tolerance control of products to produce acceptable Work. Do not permit tolerances to accumulate. B. Comply with manufacturers' tolerances. Should manufacturers' tolerances conflict with Contract Documents, request clarification from Architect before proceeding. C. Adjust products to appropriate dimensions; position before securing products in place. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 8 3.4 TESTING AND INSPECTION A. Testing Agency Duties: 1. Test samples of mixes submitted by Contractor. 2. Provide qualified personnel at site. Cooperate with Architect and Contractor in performance of services. 3. Perform specified sampling and testing of products in accordance with specified standards. 4. Ascertain compliance of materials and mixes with requirements of Contract Documents. 5. Promptly notify Architect and Contractor of observed irregularities or non- compliance of Work or products. 6. Perform additional tests and inspections required by Architect. 7. Attend preconstruction meetings and progress meetings. 8. Submit reports of all tests/inspections specified. B. Limits on Testing/Inspection Agency Authority: 1. Agency may not release, revoke, alter, or enlarge on requirements of Contract Documents. 2. Agency may not approve or accept any portion of the Work. 3. Agency may not assume any duties of Contractor. 4. Agency has no authority to stop the Work. C. Contractor Responsibilities: 1. Deliver to agency at designated location, adequate samples of materials proposed to be used that require testing, along with proposed mix designs. 2. Cooperate with laboratory personnel, and provide access to the Work and to manufacturers' facilities. 3. Provide incidental labor and facilities: a. To provide access to Work to be tested/inspected. b. To obtain and handle samples at the site or at source of Products to be tested/ inspected. c. To facilitate tests/inspections. d. To provide storage and curing of test samples. 4. Notify Architect and laboratory 24 hours prior to expected time for operations requiring testing/inspection services. 5. Employ services of an independent qualified testing laboratory and pay for additional samples, tests, and inspections required by Contractor beyond specified requirements. 6. Arrange with Owner's agency and pay for additional samples, tests, and inspections required by Contractor beyond specified requirements. D. Re-testing required because of non-compliance with specified requirements shall be performed by the same agency on instructions by Architect. E. Re-testing required because of non-compliance with specified requirements shall be paid for by Contractor. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 9 3.5 MANUFACTURERS' FIELD SERVICES A. When specified in individual specification sections, require material or product suppliers or manufacturers to provide qualified staff personnel to observe site conditions, conditions of surfaces and installation, quality of workmanship, start- up of equipment, test, adjust, and balance equipment as applicable, and to initiate instructions when necessary. B. Report observations and site decisions or instructions given to applicators or installers that are supplemental or contrary to manufacturers' written instructions. 3.6 DEFECT ASSESSMENT A. Replace Work or portions of the Work not complying with specified requirements. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana QUALITY REQUIREMENTS 014000 - 10 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEFINITIONS 014216 - 1 SECTION 014216 - DEFINITIONS PART 1 GENERAL 1.1 SUMMARY A. Other definitions are included in individual specification sections. 1.2 DEFINITIONS A. Furnish: To supply, deliver, unload, and inspect for damage. B. In-kind: Descriptive term indicating new materials are to match the original material in detail and design in every regard, including but not limited to, form, size, material, species, grade, color, performance, profile, and all other salient characteristic that define the existing such that the new material would be indistinguishable from the original as determined solely by the Architect. C. Install: To unpack, assemble, erect, apply, place, finish, cure, protect, clean, start up, and make ready for use. D. OF/CI: Item is furnished by Owner and installed by Contractor. E. OF/OI: Item is furnished by Owner and installed by Owner. F. Product: Material, machinery, components, equipment, fixtures, and systems forming the work result. Not materials or equipment used for preparation, fabrication, conveying, or erection and not incorporated into the work result. Products may be new, never before used, or re-used materials or equipment. G. Project Manual: The book-sized volume that includes the procurement requirements (if any), the contracting requirements, and the specifications. H. Provide: To furnish and install. I. Supply: Same as Furnish. PART 2 PRODUCTS - NOT USED PART 3 EXECUTION - NOT USED END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEFINITIONS 014216 - 2 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY FACILITIES AND CONTROLS 015000 - 1 SECTION 015000 - TEMPORARY FACILITIES AND CONTROLS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Temporary utilities. B. Temporary telecommunications services. C. Temporary sanitary facilities. D. Temporary Controls: Barriers, enclosures, and fencing. E. Security requirements. F. Vehicular access and parking. G. Waste removal facilities and services. H. Field offices. 1.2 REFERENCE STANDARDS A. ASTM E84 - Standard Test Method for Surface Burning Characteristics of Building Materials; 2023d. 1.3 TEMPORARY UTILITIES A. Provide and pay for all electrical power, lighting, water, heating and cooling, and ventilation required for construction purposes. B. Existing facilities may not be used. C. New permanent facilities may not be used. 1.4 TELECOMMUNICATIONS SERVICES A. Provide, maintain, and pay for telecommunications services to field office at time of project mobilization. B. Telecommunications services shall include: 1. Web-based video conferencing service (i.e. Webex, Zoom, MS Teams). 2. Minimum 50-inch display monitor. 3. External webcam with minimum 1080p at 60 FPS. 4. Microphone and speakers for adequate coverage for all participants. Architect and Owner to confirm the setup meets the needs of the project. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY FACILITIES AND CONTROLS 015000 - 2 5. Windows-based personal computer dedicated to project telecommunications, with necessary software and laser printer. 6. Internet Connections: Minimum of 10 mbps up and 100 mbps down; DSL modem or faster. 7. Email: Account/address reserved for project use. 8. Project web site. 9. Telecommunications services will be available for use by both Owner and Architect. 1.5 TEMPORARY SANITARY FACILITIES A. Provide and maintain required facilities and enclosures. Provide at time of project mobilization. B. Maintain daily in clean and sanitary condition. C. At end of construction, return facilities to same or better condition as originally found. 1.6 BARRIERS A. Provide barriers to prevent unauthorized entry to construction areas, to prevent access to areas that could be hazardous to workers or the public, to allow for owner's use of site and to protect existing facilities and adjacent properties from damage from construction operations and demolition. B. Provide barricades and covered walkways required by governing authorities for public rights-of-way and for public access to existing building. C. Provide protection for plants designated to remain. Replace damaged plants. D. Protect non-owned vehicular traffic, stored materials, site, and structures from damage. 1.7 FENCING A. Provide 6 foot high fence around construction site; equip with vehicular and pedestrian gates with locks. 1.8 EXTERIOR ENCLOSURES A. Provide temporary insulated weather tight closure of exterior openings to accommodate acceptable working conditions and protection for Products, to allow for temporary heating and maintenance of required ambient temperatures identified in individual specification sections, and to prevent entry of unauthorized persons. Provide access doors with self-closing hardware and locks. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY FACILITIES AND CONTROLS 015000 - 3 1.9 INTERIOR ENCLOSURES A. Provide temporary partitions and ceilings as indicated to separate work areas from Owner-occupied areas, to prevent penetration of dust and moisture into Owner-occupied areas, and to prevent damage to existing materials and equipment. B. Construction: Framing and reinforced polyethylene sheet materials with closed joints and sealed edges at intersections with existing surfaces: 1. Maximum flame spread rating of 75 in accordance with ASTM E84. 1.10 SECURITY A. Provide security and facilities to protect Work, existing facilities, and Owner's operations from unauthorized entry, vandalism, or theft. 1.11 VEHICULAR ACCESS AND PARKING A. Comply with regulations relating to use of streets and sidewalks, access to emergency facilities, and access for emergency vehicles. B. Coordinate access and haul routes with governing authorities and Owner. C. Provide and maintain access to fire hydrants, free of obstructions. D. Provide means of removing mud from vehicle wheels before entering streets. E. Provide temporary parking areas to accommodate construction personnel. When site space is not adequate, provide additional off-site parking. 1.12 WASTE REMOVAL A. See Section 017419 - Construction Waste Management and Disposal, for additional requirements. B. Provide waste removal facilities and services as required by authorities having jurisdiction to maintain the site in clean and orderly condition. C. Provide containers with lids. Remove trash from site periodically. D. If materials to be recycled or re-used on the project must be stored on-site, provide suitable non-combustible containers; locate containers holding flammable material outside the structure unless otherwise approved by the authorities having jurisdiction. E. Open free-fall chutes are not permitted. Terminate closed chutes into appropriate containers with lids. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY FACILITIES AND CONTROLS 015000 - 4 1.13 FIELD OFFICES A. Office: Weathertight, with lighting, electrical outlets, heating, cooling equipment, and equipped with sturdy furniture, drawing rack, and drawing display table. B. Provide space for Project meetings, with table and chairs to accommodate 10 persons. C. Locate offices a minimum distance of 30 feet from existing and new structures. 1.14 REMOVAL OF UTILITIES, FACILITIES, AND CONTROLS A. Remove temporary utilities, equipment, facilities, materials, prior to Date of Substantial Completion inspection. B. Remove underground installations to a minimum depth of 2 feet. Grade site as indicated. C. Clean and repair damage caused by installation or use of temporary work. D. Restore new permanent facilities used during construction to specified condition. PART 2 - PRODUCTS - NOT USED PART 3 - EXECUTION - NOT USED END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 1 SECTION 015719 - TEMPORARY ENVIRONMENTAL CONTROLS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Construction procedures to promote adequate indoor air quality after construction. B. Building flush-out after construction and before occupancy. C. Testing indoor air quality before commencement of construction; existing building areas only. D. Testing indoor air quality after completion of construction. E. Testing air change effectiveness after completion of construction. 1.2 PROJECT GOALS A. Dust and Airborne Particulates: Prevent deposition of dust and other particulates in HVAC ducts and equipment. 1. Cleaning of ductwork is not contemplated under this Contract. 2. Contractor shall bear the cost of cleaning required due to failure to protect ducts and equipment from construction dust. 3. Establish condition of existing ducts and equipment prior to start of alterations. B. Airborne Contaminants: Procedures and products have been specified to minimize indoor air pollutants. 1. Furnish products meeting the specifications. 2. Avoid construction practices that could result in contamination of installed products leading to indoor air pollution. 1.3 RELATED REQUIREMENTS A. Section 014000 - Quality Requirements: Testing and inspection services. B. Section 016116 - Volatile Organic Compound (VOC) Content Restrictions. C. Section 234000 - HVAC Air Cleaning Devices: HVAC filters. D. Section 230593 - Testing, Adjusting, and Balancing for HVAC: Testing HVAC systems for proper air flow rates, adjustment of dampers and registers, and settings for equipment. E. Section 230130.51 - HVAC Air-Distribution System Cleaning: Cleaning air ducts, equipment, and terminal units. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 2 1.4 REFERENCE STANDARDS A. ASHRAE Std 129 - Measuring Air-Change Effectiveness; 1997 (Reaffirmed 2002). B. ASTM D5197 - Standard Test Method for Determination of Formaldehyde and Other Carbonyl Compounds in Air (Active Sampler Methodology); 2021. C. ASTM E779 - Standard Test Method for Determining Air Leakage Rate by Fan Pressurization; 2019. D. ASTM E1186 - Standard Practices for Air Leakage Site Detection in Building Envelopes and Air Barrier Systems; 2017. E. ASTM E1827 - Standard Test Methods for Determining Airtightness of Buildings Using an Orifice Blower Door; 2022. F. CAL (CDPH SM) - Standard Method for the Testing and Evaluation of Volatile Organic Chemical Emissions from Indoor Sources Using Environmental Chambers Version 1.2; 2017. G. EPA 600/4-90/010 - Compendium of Methods for the Determination of Air Pollutants in Indoor Air; 1990. H. EPA 625/R-96/010b - Compendium of Methods for the Determination of Toxic Organic Compounds in Ambient Air; 1999, with Addendum (2000). I. SMACNA (OCC) - IAQ Guidelines for Occupied Buildings Under Construction; 2007. 1.5 DEFINITIONS A. Adsorptive Materials: Gypsum board, acoustical ceiling tile and panels, carpet and carpet tile, fabrics, fibrous insulation, and other similar products. B. Contaminants: Gases, vapors, regulated pollutants, airborne mold and mildew, and the like, as specified. C. Particulates: Dust, dirt, and other airborne solid matter. D. Wet Work: Concrete, plaster, coatings, and other products that emit water vapor or volatile organic compounds during installation, drying, or curing. 1.6 SUBMITTALS A. See Section 013000 - Administrative Requirements for submittal procedures. B. Indoor Air Quality Management Plan: Describe, in detail, measures to be taken to promote adequate indoor air quality upon completion; use SMACNA (OCC) as a guide. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 3 1. Submit not less than 60 days before enclosure of building. 2. Identify potential sources of odor and dust. 3. Identify construction activities likely to produce odor or dust. 4. Identify areas of project potentially affected, especially occupied areas. 5. Evaluate potential problems by severity and describe methods of control. 6. Describe construction ventilation to be provided, including type and duration of ventilation, use of permanent HVAC systems, types of filters and schedule for replacement of filters. 7. Describe cleaning and dust control procedures. C. Interior Finishes Installation Schedule: Identify each interior finish that either generates odors, moisture, or vapors or is susceptible to adsorption of odors and vapors, and indicate air handling zone, sequence of application, and curing times. D. Duct and Terminal Unit Inspection Report. E. Ventilation Effectiveness Test Plan: Identify: 1. Testing agency qualifications. 2. Description of test spaces, including locations of air sampling. 3. Test procedures, in detail; state whether tracer gas decay or step-up will be used. 4. Test instruments and apparatus; identify tracer gas to be used. 5. Sampling methods. F. Ventilation Effectiveness Test Reports: Show: 1. Preliminary tests of instruments and apparatus and of test spaces. 2. Calculations of ventilation effectiveness, variable "E". 3. Location where each sample was taken, and time. 4. Test values for each air sample. 5. HVAC operating conditions. 6. Other information specified in ASHRAE Std 129. 7. Other conditions or discrepancies that might have influenced results. 1.7 QUALITY ASSURANCE A. Testing and Inspection Agency Qualifications: Independent testing agency having minimum of 5 years’ experience in performing the types of testing specified. PART 2 - PRODUCTS 2.1 MATERIALS A. Low VOC Materials: See Section 016116. B. Low VOC Materials: See other sections for specific requirements for materials with low VOC content. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 4 PART 3 - EXECUTION 3.1 CONSTRUCTION PROCEDURES A. Prevent the absorption of moisture and humidity by adsorptive materials by: 1. Sequencing the delivery of such materials so that they are not present in the building until wet work is completed and dry. 2. Delivery and storage of such materials in fully sealed moisture- impermeable packaging. 3. Provide sufficient ventilation for drying within reasonable time frame. B. Begin construction ventilation when building is substantially enclosed. C. If extremely dusty or dirty work must be conducted inside the building, shut down HVAC systems for the duration; remove dust and dirt completely before restarting systems. D. When working in a portion of an occupied building, prevent movement of air from construction area to occupied area. E. Do not store construction materials or waste in mechanical or electrical rooms. F. Prior to use of return air ductwork without intake filters clean up and remove dust and debris generated by construction activities. 1. Inspect duct intakes, return air grilles, and terminal units for dust. 2. Clean plenum spaces, including top sides of lay-in ceilings, outsides of ducts, tops of pipes and conduit. 3. Clean tops of doors and frames. 4. Clean mechanical and electrical rooms, including tops of pipes, ducts, and conduit, equipment, and supports. 5. Clean return plenums of air handling units. 6. Remove intake filters last, after cleaning is complete. G. Do not perform dusty or dirty work after starting use of return air ducts without intake filters. H. Use other relevant recommendations of SMACNA (OCC) for avoiding unnecessary contamination due to construction procedures. 3.2 BUILDING FLUSH-OUT A. Contractor's Option: Either full continuous flush-out OR satisfactory air contaminant testing is required, not both. B. Perform building flush-out before occupancy. C. Do not start flush-out until: 1. All construction is complete. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 5 2. HVAC systems have been tested, adjusted, and balanced for proper operation. 3. Inspection of inside of return air ducts and terminal units confirms that cleaning is not necessary. 4. New HVAC filtration media have been installed. D. Building Flush-Out: Operate all ventilation systems at normal flow rates with 100 percent outside air until a total air volume of 14,000 cubic feet per square foot of floor area has been supplied. 1. Obtain Owner's concurrence that construction is complete enough before beginning flush-out. 2. Maintain interior temperature of at least 60 degrees F and interior relative humidity no higher than 60 percent. 3. If additional construction involving materials that produce particulates or any of the specified contaminants is conducted during flush-out, start flush- out over. 4. If interior spaces must be occupied prior to completion of the flush-out, supply a minimum of 25 percent of the total air volume prior to occupancy, and: a. Begin ventilation at least three hours prior to daily occupancy. b. Continue ventilation during all occupied periods. c. Provide minimum outside air volume of 0.30 cfm per square foot or design minimum outside air rate, whichever is greater. E. Install new HVAC filtration media after completion of flush-out and before occupancy or further testing. 3.3 AIR CONTAMINANT TESTING A. Contractor's Option: Either full continuous flush-out, or satisfactory air contaminant testing is required, not both. B. Perform air contaminant testing before starting construction, as base line for evaluation of post-construction testing. C. Perform air contaminant testing before occupancy. D. Do not start air contaminant testing until: 1. All construction is complete, including interior finishes. 2. HVAC systems have been tested, adjusted, and balanced for proper operation. 3. New HVAC filtration media have been installed. E. Indoor Air Samples: Collect from spaces representative of occupied areas: 1. Collect samples while operable windows and exterior doors are closed, HVAC system is running normally as if occupied, with design minimum outdoor air, but with the building unoccupied. 2. Collect samples from spaces in each contiguous floor area in each air handler zone, but not less than one sample per 25,000 square feet; take BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 6 samples from areas having the least ventilation and those having the greatest presumed source strength. 3. Collect samples from height from 36 inches to 72 inches above floor. 4. Collect samples from same locations on 3 consecutive days during normal business hours; average the results of each set of 3 samples. 5. Exception: Areas with normal very high outside air ventilation rates, such as laboratories, do not need to be tested. 6. When retesting the same building areas, take samples from at least the same locations as in first test. F. Outdoor Air Samples: Collect samples at outside air intake of each air handler at the same time as indoor samples are taken. G. Analyze air samples and submit report. H. Volatile Organic Compounds Limits: 1. Formaldehyde: Not more than 27 parts per billion. 2. Total Volatile Organic Compounds (TVOCs): Not more than 500 micrograms per cubic meter. 3. Chemicals Listed in CAL (CDPH SM) Table 4-1, other than Formaldehyde: Not more than allowable concentrations listed in Table 4-1. I. Air Contaminant Concentration Test Methods: 1. Formaldehyde: ASTM D5197, EPA 625/R-96/010b Method TO-11A, or EPA 600/4-90/010 Method IP-6A. 2. Particulates: EPA 600/4-90/010 Method IP-10. 3. Total Volatile Organic Compounds (TVOC): EPA 625/R-96/010b Method TO-1, TO-15, or TO-17; or EPA 600/4-90/010 Method IP-1. 4. Chemicals Listed in CAL (CDPH SM) Table 4-1, except Formaldehyde: ASTM D5197, or EPA 625/R-96/010b Method TO-1, TO-15, or TO-17. 5. Carbon Monoxide: EPA 600/4-90/010 Method IP-3, plus measure outdoor air; measure in ppm; report both indoor and outdoor measurements. 3.4 VENTILATION EFFECTIVENESS TESTING A. Perform ventilation effectiveness testing before occupancy. B. Do not begin ventilation effectiveness testing until: 1. HVAC testing, adjusting, and balancing has been satisfactorily completed. 2. Building flush-out or air contaminant testing has been completed satisfactorily. 3. New HVAC filtration media have been installed. C. Test each air handler zone in accordance with ASHRAE Std 129. D. If calculated air change effectiveness for a particular zone is less than 0.9 due to inadequate balancing of the system, adjust, and retest at no cost to Owner. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY ENVIRONMENTAL CONTROLS 015719 - 7 3.5 ENVELOPE LEAKAGE TESTING A. General: Comply with the following procedural requirements for testing building or space envelope, as applicable: 1. ASTM E779 Standard Test Method for Determining Air Leakage Rate by Fan Pressurization. 2. ASTM E1827 Standard Test Methods for Determining Airtightness of Buildings Using an Orifice Blower Door. B. Verify that the envelope to be tested has been sufficiently completed for testing to commence. C. Conduct ongoing inspections as construction progresses to document satisfactory installation conditions. related to thermal and moisture integrity of the building envelope that become concealed upon completion of construction. D. Submit a detailed narrative of proposed pressure test procedures prior to the test. Include a plan view showing proposed installation locations (personnel doors or other similar openings) for blower doors (or flexible ducts for trailer- mounted fans, if used). E. Avoid testing on days forecast to experience high winds, rain, or snow. F. Test the completed building and demonstrate that the air leakage rate of the building envelope does not exceed the specified requirements. G. Determine location and nature of undesirable air leakage pathways using methods specified in ASTM E1186 Standard Practices for Air Leakage Site Detection in Building Envelopes and Air Barrier Systems. H. Deficiencies: Correct deficiencies and re-inspect or re-test, as applicable, at no extra cost to Owner. 1. If difficulty in correction would delay progress, report deficiency to immediately. 2. Insulation for remedying building envelope deficiencies evidenced as excessive air leakage is specified in Section 072100. 3. Air barriers for remedying building envelope deficiencies evidenced as excessive air leakage are specified in Section 072500. 4. Sealants for remedying building envelope deficiencies evidenced as excessive air leakage are specified in Section 079200. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY PROJECT SIGNAGE 015813 - 1 SECTION 015813 - TEMPORARY PROJECT SIGNAGE PART 1 - GENERAL 1.1 QUALITY ASSURANCE A. Design sign and structure to withstand 112 miles/hr wind velocity. B. Manufacturer Qualifications: Company specializing in manufacturing the products specified in this section with minimum three years of documented experience. 1.2 SUBMITTALS A. See Section 013000 - Administrative Requirements for submittal procedures. B. Shop Drawing: Show content, layout, lettering, color, structure, sizes and grades of members. PART 2 - PRODUCTS 2.1 GENERAL A. Contractor's Option: Provide rigid OR banner signage type in landscape OR vertical layout. Provide sign with project rendering, if available. Signage templates follow this section. 2.2 SIGN MATERIALS A. Structure and Framing for Rigid Signage: New, wood, structurally adequate. B. Sign Surfaces: 1. Rigid Sign: 1/8-inch thick DIBOND with 1/4-inch holes evenly spaced every 18- to 24-inches along the perimeter offset 1-inch from material edge. 2. Banner: MAXFlex Hybrid Mesh banner material with metal grommets evenly placed every 18- to 24-inches along the exterior finished banner edge. Banner material to block 90 percent of visibility and allow air to pass through. 2.3 PROJECT IDENTIFICATION SIGN A. Printed Graphics: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY PROJECT SIGNAGE 015813 - 2 1. Rigid Sign: Direct print of high-resolution, full coverage graphics onto exterior grade matte white adhesive vinyl adhered to DIBOND face. 2. Banner: Custom full-coverage, full-color digital graphics printed directly on mesh banner material face. PART 3 - EXECUTION 3.1 INSTALLATION A. Install project identification sign within 30 days after date fixed by Notice to Proceed. B. Erect at location of high public visibility adjacent to main entrance to site. Signage placement shall be in accordance with local authorities having jurisdiction and not impede traffic or pedestrian traffic. C. For Rigid Signage: Erect supports and framing on secure foundation, rigidly braced and framed to resist wind loadings. D. For Banner Signage: Attach to chain link construction fence with tamper-resistant hardware. E. Install sign surface plumb and level, with butt joints. Anchor securely. 3.2 MAINTENANCE A. Maintain signs and supports clean, repair deterioration and damage. 3.3 REMOVAL A. Remove signs, framing, supports, and foundations at completion of Project and restore the area. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRODUCT REQUIREMENTS 016000 - 1 SECTION 016000 - PRODUCT REQUIREMENTS PART 1 - GENERAL 1.1 SECTION INCLUDES A. General product requirements. B. Sustainable design-related product requirements. C. Re-use of existing products. D. Transportation, handling, storage and protection. E. Product option requirements. F. Substitution limitations. G. Procedures for Owner-supplied products. H. Maintenance materials, including extra materials, spare parts, tools, and software. 1.2 RELATED REQUIREMENTS A. Section 011000 - Summary: Identification of Owner-supplied products. B. Section 012500 - Substitution Procedures: Substitutions made during procurement and/or construction phases. C. Section 014000 - Quality Requirements: Product quality monitoring. D. Section 016116 - Volatile Organic Compound (VOC) Content Restrictions: Requirements for VOC-restricted product categories. E. Section 017419 - Construction Waste Management and Disposal: Waste disposal requirements potentially affecting product selection, packaging and substitutions. 1.3 SUBMITTALS A. Product Data Submittals: Submit manufacturer's standard published data. Mark each copy to identify applicable products, models, options, and other data. Supplement manufacturers' standard data to provide information specific to this Project. B. Shop Drawing Submittals: Prepared specifically for this Project; indicate utility and electrical characteristics, utility connection requirements, and location of utility outlets for service for functional equipment and appliances. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRODUCT REQUIREMENTS 016000 - 2 C. Sample Submittals: Illustrate functional and aesthetic characteristics of the product, with integral parts and attachment devices. Coordinate sample submittals for interfacing work. 1. For selection from standard finishes, submit samples of the full range of the manufacturer's standard colors, textures, and patterns. PART 2 - PRODUCTS 2.1 EXISTING PRODUCTS A. Do not use materials and equipment removed from existing premises unless specifically required or permitted by Contract Documents. 2.2 NEW PRODUCTS A. Provide new products unless specifically required or permitted by Contract Documents. B. See Section 014000 - Quality Requirements, for additional source quality control requirements. C. Use of products having any of the following characteristics is not permitted: 1. Made using or containing CFC's or HCFC's. 2. Made of wood from newly cut old growth timber. 3. Containing cadmium or asbestos. 4. Containing lead unless specifically required or permitted by Contract Documents. D. Where other criteria are met, Contractor shall give preference to products that: 1. If used on interior, have lower emissions, as defined in Section 016116. 2. If wet-applied, have lower VOC content, as defined in Section 016116. 3. Are extracted, harvested, and/or manufactured closer to the location of the project. 4. Have longer documented life span under normal use. 5. Result in less construction waste. See Section 017419 6. Are made of recycled materials. 7. If made of wood, are made of sustainably harvested wood, wood chips, or wood fiber. 2.3 PRODUCT OPTIONS A. Products Specified by Reference Standards or by Description Only: Use any product meeting those standards or description. B. Products Specified by Naming One or More Manufacturers: Use a product of one of the manufacturers named and meeting specifications, no options or substitutions allowed. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRODUCT REQUIREMENTS 016000 - 3 C. Products Specified by Naming One or More Manufacturers with a Provision for Substitutions: Submit a request for substitution for any manufacturer not named. 2.4 MAINTENANCE MATERIALS A. Furnish extra materials, spare parts, tools, and software of types and in quantities specified in individual specification sections. B. Deliver to Project site; obtain receipt prior to final payment. PART 3 - EXECUTION 3.1 SUBSTITUTION LIMITATIONS A. See Section 012500 - Substitution Procedures. 3.2 OWNER-SUPPLIED PRODUCTS A. See Section 011000 - Summary for identification of Owner-supplied products. B. Owner's Responsibilities: 1. Arrange for and deliver Owner reviewed shop drawings, product data, and samples, to Contractor and Architect. 2. Arrange and pay for product delivery to site. 3. On delivery, inspect products jointly with Contractor. 4. Submit claims for transportation damage and replace damaged, defective, or deficient items. 5. Arrange for manufacturers' warranties, inspections, and service. C. Contractor's Responsibilities: 1. Review Owner reviewed shop drawings, product data, and samples. 2. Receive and unload products at site; inspect for completeness or damage jointly with Owner. 3. Handle, store, install and finish products. 4. Repair or replace items damaged after receipt. 3.3 TRANSPORTATION AND HANDLING A. Package products for shipment in manner to prevent damage; for equipment, package to avoid loss of factory calibration. B. If special precautions are required, attach instructions prominently and legibly on outside of packaging. C. Coordinate schedule of product delivery to designated prepared areas in order to minimize site storage time and potential damage to stored materials. D. Transport and handle products in accordance with manufacturer's instructions. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRODUCT REQUIREMENTS 016000 - 4 E. Transport materials in covered trucks to prevent contamination of product and littering of surrounding areas. F. Promptly inspect shipments to ensure that products comply with requirements, quantities are correct, and products are undamaged. G. Provide equipment and personnel to handle products by methods to prevent soiling, disfigurement, or damage, and to minimize handling. H. Arrange for the return of packing materials, such as wood pallets, where economically feasible. 3.4 STORAGE AND PROTECTION A. Provide protection of stored materials and products against theft, casualty, or deterioration. B. Designate receiving/storage areas for incoming products so that they are delivered according to installation schedule and placed convenient to work area in order to minimize waste due to excessive materials handling and misapplication. See Section 017419. 1. Structural Loading Limitations: Handle and store products and materials so as not to exceed static and dynamic load-bearing capacities of project floor and roof areas. C. Store and protect products in accordance with manufacturers' instructions. D. Store with seals and labels intact and legible. E. Arrange storage of materials and products to allow for visual inspection for the purpose of determination of quantities, amounts, and unit counts. F. Store sensitive products in weathertight, climate-controlled enclosures in an environment favorable to product. G. For exterior storage of fabricated products, place on sloped supports above ground. H. Provide off-site storage and protection when site does not permit on-site storage or protection. 1. Execute a formal supplemental agreement between Owner and Contractor allowing off-site storage, for each occurrence. I. Protect products from damage or deterioration due to construction operations, weather, precipitation, humidity, temperature, sunlight and ultraviolet light, dirt, dust, and other contaminants. J. Comply with manufacturer's warranty conditions, if any. K. Do not store products directly on the ground. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRODUCT REQUIREMENTS 016000 - 5 L. Cover products subject to deterioration with impervious sheet covering. Provide ventilation to prevent condensation and degradation of products. M. Store loose granular materials on solid flat surfaces in a well-drained area. Prevent mixing with foreign matter. N. Prevent contact with material that may cause corrosion, discoloration, or staining. O. Provide equipment and personnel to store products by methods to prevent soiling, disfigurement, or damage. P. Arrange storage of products to permit access for inspection. Periodically inspect to verify products are undamaged and are maintained in acceptable condition. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana PRODUCT REQUIREMENTS 016000 - 6 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana VOLATILE ORGANIC COMPOUND (VOC) CONTENT RESTRICTIONS 016116 - 1 SECTION 016116 - VOLATILE ORGANIC COMPOUND (VOC) CONTENT RESTRICTIONS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Requirements for Indoor-Emissions-Restricted products. B. Requirements for VOC-Content-Restricted products. 1.2 RELATED REQUIREMENTS A. Section 013000 - Administrative Requirements: Submittal procedures. B. Section 014000 - Quality Requirements: Procedures for testing and certifications. C. Section 015719 - Temporary Environmental Controls: Procedures and testing. D. Section 016000 - Product Requirements: Fundamental product requirements, substitutions and product options, delivery, storage, and handling. E. Section 079200 - Joint Sealants: Emissions-compliant sealants. 1.3 DEFINITIONS A. Indoor-Emissions-Restricted Products: All products in the following product categories, whether specified or not: 1. Interior paints and coatings applied on site. 2. Interior adhesives and sealants applied on site, including flooring adhesives. 3. Flooring. 4. Composite wood. 5. Products making up wall and ceiling assemblies. 6. Thermal and acoustical insulation. 7. Other products when specifically stated in the specifications. B. VOC-Content-Restricted Products: All products in the following product categories, whether specified or not: 1. Exterior and interior paints and coatings applied on site. 2. Exterior and interior adhesives and sealants applied on site, including flooring adhesives. 3. Wet-applied roofing and waterproofing. 4. Other products when specifically stated in the specifications. C. Interior of Building: Anywhere inside the exterior weather barrier. D. Adhesives: All gunnable, trowelable, liquid-applied, and aerosol adhesives, whether specified or not; including flooring adhesives, resilient base adhesives, and pipe jointing adhesives. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana VOLATILE ORGANIC COMPOUND (VOC) CONTENT RESTRICTIONS 016116 - 2 E. Sealants: All gunnable, trowelable, and liquid-applied joint sealants and sealant primers, whether specified or not; including firestopping sealants and duct joint sealers. F. Inherently Non-Emitting Materials: Products composed wholly of minerals or metals, unless they include organic-based surface coatings, binders, or sealants; and specifically the following: 1. Stone. 2. Concrete. 3. Clay brick. 4. Metals that are plated, anodized, or powder-coated. 5. Glass. 6. Ceramics. 7. Solid wood flooring that is unfinished and untreated. 1.4 REFERENCE STANDARDS A. 40 CFR 59, Subpart D - National Volatile Organic Compound Emission Standards for Architectural Coatings; U.S. Environmental Protection Agency; Current Edition. B. ASTM D3960 - Standard Practice for Determining Volatile Organic Compound (VOC) Content of Paints and Related Coatings; 2005 (Reapproved 2018). C. CARB (ATCM) - Airborne Toxic Control Measure to Reduce Formaldehyde Emissions from Composite Wood Products; Current Edition. D. CARB (SCM) - Suggested Control Measure for Architectural Coatings; California Air Resources Board; 2020. E. GreenSeal GS-36 - Standard for Adhesives for Commercial Use; 2013. F. SCAQMD 1113 - Architectural Coatings; 1977, with Amendment (2016). G. SCAQMD 1168 - Adhesive and Sealant Applications; 1989, with Amendment (2022). H. SCS (CPD) - SCS Certified Products; Current Edition. 1.5 SUBMITTALS A. See Section 013000 - Administrative Requirements for submittal procedures. B. Product Data: For each VOC-restricted product used in the project, submit evidence of compliance. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana VOLATILE ORGANIC COMPOUND (VOC) CONTENT RESTRICTIONS 016116 - 3 1.6 QUALITY ASSURANCE A. VOC Content Test Method: 40 CFR 59, Subpart D (EPA Method 24), or ASTM D3960, unless otherwise indicated. 1. Evidence of Compliance: Acceptable types of evidence are: a. Report of laboratory testing performed in accordance with requirements. b. Published product data showing compliance with requirements. c. Certification by manufacturer that product complies with requirements. B. Composite Wood Emissions Standard: CARB (ATCM) for ultra-low emitting formaldehyde (ULEF) resins. 1. Evidence of Compliance: Acceptable types of evidence are: a. Current SCS "No Added Formaldehyde (NAF)" certification; www.scscertified.com. b. Report of laboratory testing performed in accordance with requirements. c. Published product data showing compliance with requirements. C. Testing Agency Qualifications: Independent firm specializing in performing testing and inspections of the type specified in this section. PART 2 - PRODUCTS 2.1 MATERIALS A. All Products: Comply with the most stringent of federal, State, and local requirements, or these specifications. B. VOC-Content-Restricted Products: VOC content not greater than required by the following: 1. Adhesives, Including Flooring Adhesives: SCAQMD 1168 Rule. 2. Aerosol Adhesives: GreenSeal GS-36. 3. Joint Sealants: SCAQMD 1168 Rule. 4. Paints and Coatings: Each color; most stringent of the following: a. 40 CFR 59, Subpart D. b. SCAQMD 1113 Rule. c. CARB (SCM). 5. Wet-Applied Roofing and Waterproofing: Comply with requirements for paints and coatings. PART 3 - EXECUTION 3.1 FIELD QUALITY CONTROL A. Owner reserves the right to reject non-compliant products, whether installed or not, and require their removal and replacement with compliant products at no extra cost to Owner. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana VOLATILE ORGANIC COMPOUND (VOC) CONTENT RESTRICTIONS 016116 - 4 B. Additional costs to restore indoor air quality due to installation of non-compliant products will be borne by Contractor. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 1 SECTION 017000 - EXECUTION AND CLOSEOUT REQUIREMENTS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Examination, preparation, and general installation procedures. B. Requirements for alterations work, including selective demolition. C. Pre-installation meetings. D. Cutting and patching. E. Surveying for laying out the work. F. Cleaning and protection. G. Starting of systems and equipment. H. Demonstration and instruction of Owner personnel. I. Closeout procedures, including Contractor's Correction Punch List, except payment procedures. J. General requirements for maintenance service. 1.2 RELATED REQUIREMENTS A. Section 011000 - Summary: Limitations on working in existing building; continued occupancy; work sequence; identification of salvaged and relocated materials. B. Section 013000 - Administrative Requirements: Submittals procedures, Electronic document submittal service. C. Section 014000 - Quality Requirements: Testing and inspection procedures. D. Section 015000 - Temporary Facilities and Controls: Temporary exterior enclosures. E. Section 015713 - Temporary Erosion and Sediment Control: Additional erosion and sedimentation control requirements. F. Section 017419 - Construction Waste Management and Disposal: Additional procedures for trash/waste removal, recycling, salvage, and reuse. G. Section 017610 - Temporary Protective Coverings: Materials for protection of installed work. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 2 H. Section 017800 - Closeout Submittals: Project record documents, operation and maintenance data, warranties, and bonds. I. Section 017900 - Demonstration and Training: Demonstration of products and systems to be commissioned and where indicated in specific specification sections J. Section 024100 - Demolition: Demolition of whole structures and parts thereof; site utility demolition. K. Section 078400 - Firestopping. L. Individual Product Specification Sections: 1. Advance notification to other sections of openings required in work of those sections. 2. Limitations on cutting structural members. 1.3 REFERENCE STANDARDS A. NFPA 241 - Standard for Safeguarding Construction, Alteration, and Demolition Operations; 2022, with Errata (2021). 1.4 SUBMITTALS A. See Section 013000 - Administrative Requirements, for submittal procedures. B. Survey work: Submit name, address, and telephone number of Surveyor before starting survey work. 1. On request, submit documentation verifying accuracy of survey work. 2. Submit a copy of site drawing signed by the Land Surveyor, that the elevations and locations of the work are in compliance with Contract Documents. 3. Submit surveys and survey logs for the project record. C. Demolition Plan: Submit demolition plan as specified by OSHA and local authorities. 1. indicate extent of demolition, removal sequence, bracing and shoring, and location and construction of barricades and fences. include design drawings and calculations for bracing and shoring. 2. identify demolition firm and submit qualifications. 3. include a summary of safety procedures. D. Cutting and Patching: Submit written request in advance of cutting or alteration that affects: 1. Structural integrity of any element of Project. 2. Integrity of weather exposed or moisture resistant element. 3. Efficiency, maintenance, or safety of any operational element. 4. Visual qualities of sight exposed elements. 5. Work of Owner or separate Contractor. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 3 6. Include in request: a. Identification of Project. b. Location and description of affected work. c. Necessity for cutting or alteration. d. Description of proposed work and products to be used. e. Alternatives to cutting and patching. f. Effect on work of Owner or separate Contractor. g. Written permission of affected separate Contractor. h. Date and time work will be executed. E. Project Record Documents: Accurately record actual locations of capped and active utilities. 1.5 QUALIFICATIONS A. For demolition work, employ a firm specializing in the type of work required. 1. Minimum of five years of documented experience. B. For surveying work, employ a land surveyor registered in the State in which the Project is located and acceptable to Architect. Submit evidence of surveyor's Errors and Omissions insurance coverage in the form of an Insurance Certificate. Employ only individual(s) trained and experienced in collecting and recording accurate data relevant to ongoing construction activities, C. For field engineering, employ a professional engineer of the discipline required for specific service on Project, licensed in the State in which the Project is located. Employ only individual(s) trained and experienced in establishing and maintaining horizontal and vertical control points necessary for laying out construction work on project of similar size, scope and/or complexity. D. For design of temporary shoring and bracing, employ a Professional Engineer experienced in design of this type of work and licensed in the State in which the Project is located. 1.6 PROJECT CONDITIONS A. Use of explosives is not permitted. B. Grade site to drain. Maintain excavations free of water. Provide, operate, and maintain pumping equipment. C. Protect site from puddling or running water. Provide water barriers as required to protect site from soil erosion. D. Perform dewatering activities, as required, for the duration of the project. E. Ventilate enclosed areas to assist cure of materials, to dissipate humidity, and to prevent accumulation of dust, fumes, vapors, or gases. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 4 F. Dust Control: Execute work by methods to minimize raising dust from construction operations. Provide positive means to prevent air-borne dust from dispersing into atmosphere and over adjacent property. 1. Provide dust-proof enclosures to prevent entry of dust generated outdoors. 2. Provide dust-proof barriers between construction areas and areas continuing to be occupied by Owner. G. Erosion and Sediment Control: Plan and execute work by methods to control surface drainage from cuts and fills, from borrow and waste disposal areas. Prevent erosion and sedimentation. 1. Minimize amount of bare soil exposed at one time. 2. Provide temporary measures such as berms, dikes, and drains, to prevent water flow. 3. Construct fill and waste areas by selective placement to avoid erosive surface silts or clays. 4. Periodically inspect earthwork to detect evidence of erosion and sedimentation; promptly apply corrective measures. H. Noise Control: Provide methods, means, and facilities to minimize noise produced by construction operations. I. Pest and Rodent Control: Provide methods, means, and facilities to prevent pests and insects from damaging the work. J. Rodent Control: Provide methods, means, and facilities to prevent rodents from accessing or invading premises. K. Pollution Control: Provide methods, means, and facilities to prevent contamination of soil, water, and atmosphere from discharge of noxious, toxic substances, and pollutants produced by construction operations. Comply with federal, state, and local regulations. 1.7 COORDINATION A. See Section 011000 for occupancy-related requirements. B. Coordinate scheduling, submittals, and work of the various sections of the Project Manual to ensure efficient and orderly sequence of installation of interdependent construction elements, with provisions for accommodating items installed later. C. Notify affected utility companies and comply with their requirements. D. Verify that utility requirements and characteristics of new operating equipment are compatible with building utilities. Coordinate work of various sections having interdependent responsibilities for installing, connecting to, and placing in service, such equipment. E. Coordinate space requirements, supports, and installation of mechanical and electrical work that are indicated diagrammatically on drawings. Follow routing BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 5 indicated for pipes, ducts, and conduit, as closely as practicable; place runs parallel with lines of building. Utilize spaces efficiently to maximize accessibility for other installations, for maintenance, and for repairs. F. In finished areas except as otherwise indicated, conceal pipes, ducts, and wiring within the construction. Coordinate locations of fixtures and outlets with finish elements. G. Coordinate completion and clean-up of work of separate sections. H. After Owner occupancy of premises, coordinate access to site for correction of defective work and work not in accordance with Contract Documents, to minimize disruption of Owner's activities. PART 2 - PRODUCTS 2.1 PATCHING MATERIALS A. New Materials: As specified in product sections; match existing products and work for patching and extending work. B. Type and Quality of Existing Products: Determine by inspecting and testing products where necessary, referring to existing work as a standard. C. Product Substitution: For any proposed change in materials, submit request for substitution described in Section 016000 - Product Requirements. PART 3 - EXECUTION 3.1 EXAMINATION A. Verify that existing site conditions and substrate surfaces are acceptable for subsequent work. Start of work means acceptance of existing conditions. B. Verify that existing substrate is capable of structural support or attachment of new work being applied or attached. C. Examine and verify specific conditions described in individual specification sections. D. Take field measurements before confirming product orders or beginning fabrication, to minimize waste due to over-ordering or misfabrication. E. Verify that utility services are available, of the correct characteristics, and in the correct locations. F. Prior to Cutting: Examine existing conditions prior to commencing work, including elements subject to damage or movement during cutting and patching. After uncovering existing work, assess conditions affecting performance of work. Beginning of cutting or patching means acceptance of existing conditions. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 6 3.2 PREPARATION A. Clean substrate surfaces prior to applying next material or substance. B. Seal cracks or openings of substrate prior to applying next material or substance. C. Apply manufacturer required or recommended substrate primer, sealer, or conditioner prior to applying any new material or substance in contact or bond. 3.3 PREINSTALLATION MEETINGS A. When required in individual specification sections, convene a preinstallation meeting at the site prior to commencing work of the section. B. Require attendance of parties directly affecting, or affected by, work of the specific section. C. Notify Architect four days in advance of meeting date. D. Prepare agenda and preside at meeting: 1. Review conditions of examination, preparation and installation procedures. 2. Review coordination with related work. E. Record minutes and distribute copies within two days after meeting to participants, with two copies to Architect, Owner, participants, and those affected by decisions made. 1. Retain meeting minutes in web-based software for record purposes. 3.4 LAYING OUT THE WORK A. Verify locations of survey control points prior to starting work. B. Promptly notify Architect of any discrepancies discovered. C. Protect survey control points prior to starting site work; preserve permanent reference points during construction. D. Promptly report to Architect the loss or destruction of any reference point or relocation required because of changes in grades or other reasons. E. Replace dislocated survey control points based on original survey control. Make no changes without prior written notice to Architect. F. Utilize recognized engineering survey practices. G. Establish elevations, lines and levels. Locate and lay out by instrumentation and similar appropriate means: 1. Site improvements including pavements; stakes for grading, fill and topsoil placement; utility locations, slopes, and invert elevations. 2. Grid or axis for structures. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 7 3. Building foundation, column locations, ground floor elevations. H. Periodically verify layouts by same means. I. Maintain a complete and accurate log of control and survey work as it progresses. 3.5 GENERAL INSTALLATION REQUIREMENTS A. In addition to compliance with regulatory requirements, conduct construction operations in compliance with NFPA 241, including applicable recommendations in Appendix A. B. Install products as specified in individual sections, in accordance with manufacturer's instructions and recommendations, and so as to avoid waste due to necessity for replacement. C. Make vertical elements plumb and horizontal elements level, unless otherwise indicated. D. Install equipment and fittings plumb and level, neatly aligned with adjacent vertical and horizontal lines, unless otherwise indicated. E. Make consistent texture on surfaces, with seamless transitions, unless otherwise indicated. F. Make neat transitions between different surfaces, maintaining texture and appearance. 3.6 ALTERATIONS A. Drawings showing existing construction and utilities are based on casual field observation and existing record documents only. 1. Verify that construction and utility arrangements are as indicated. 2. Report discrepancies to Architect before disturbing existing installation. 3. Beginning of alterations work constitutes acceptance of existing conditions. B. Maintain weatherproof exterior building enclosure except for interruptions required for replacement or modifications; take care to prevent water and humidity damage. 1. Where openings in exterior enclosure exist, provide construction to make exterior enclosure weatherproof. 2. Insulate existing ducts or pipes that are exposed to outdoor ambient temperatures by alterations work. C. Remove existing work as indicated and as required to accomplish new work. 1. Remove items indicated on drawings. 2. Relocate items indicated on drawings. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 8 3. Where new surface finishes are to be applied to existing work, perform removals, patch, and prepare existing surfaces as required to receive new finish; remove existing finish if necessary for successful application of new finish. 4. Where new surface finishes are not specified or indicated, patch holes and damaged surfaces to match adjacent finished surfaces as closely as possible. D. Services (Including but not limited to HVAC, Plumbing, Fire Protection, Electrical, Telecommunications, and Electronic Safety and Security): Remove, relocate, and extend existing systems to accommodate new construction. 1. Maintain existing active systems that are to remain in operation; maintain access to equipment and operational components; if necessary, modify installation to allow access or provide access panel. 2. Where existing systems or equipment are not active and Contract Documents require reactivation, put back into operational condition; repair supply, distribution, and equipment as required. 3. Where existing active systems serve occupied facilities but are to be replaced with new services, maintain existing systems in service until new systems are complete and ready for service. a. Disable existing systems only to make switchovers and connections; minimize duration of outages. b. Provide temporary connections as required to maintain existing systems in service. 4. Verify that abandoned services serve only abandoned facilities. 5. Remove abandoned pipe, ducts, conduits, and equipment, including those above accessible ceilings; remove back to source of supply where possible, otherwise cap stub and tag with identification; patch holes left by removal using materials specified for new construction. E. Protect existing work to remain. 1. Prevent movement of structure; provide shoring and bracing if necessary. 2. Perform cutting to accomplish removals neatly and as specified for cutting new work. 3. Repair adjacent construction and finishes damaged during removal work. F. Adapt existing work to fit new work: Make as neat and smooth transition as possible. 1. When existing finished surfaces are cut so that a smooth transition with new work is not possible, terminate existing surface along a straight line at a natural line of division and make recommendation to Architect. 2. Where removal of partitions or walls results in adjacent spaces becoming one, rework floors, walls, and ceilings to a smooth plane without breaks, steps, or bulkheads. 3. Where a change of plane of 1/4 inch or more occurs in existing work, submit recommendation for providing a smooth transition for Architect review and request instructions. G. Patching: Where the existing surface is not indicated to be refinished, patch to match the surface finish that existed prior to cutting. Where the surface is indicated to be refinished, patch so that the substrate is ready for the new finish. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 9 H. Refinish existing surfaces as indicated: 1. Where rooms or spaces are indicated to be refinished, refinish all visible existing surfaces to remain to the specified condition for each material, with a neat transition to adjacent finishes. 2. If mechanical or electrical work is exposed accidentally during the work, re- cover and refinish to match. I. Clean existing systems and equipment. J. Remove demolition debris and abandoned items from alterations areas and dispose of off-site; do not burn or bury. K. Do not begin new construction in alterations areas before demolition is complete. L. Comply with all other applicable requirements of this section. 3.7 CUTTING AND PATCHING A. Whenever possible, execute the work by methods that avoid cutting or patching. B. See Alterations article above for additional requirements. C. Perform whatever cutting and patching is necessary to: 1. Complete the work. 2. Fit products together to integrate with other work. 3. Provide openings for penetration of mechanical, electrical, and other services. 4. Match work that has been cut to adjacent work. 5. Repair areas adjacent to cuts to required condition. 6. Repair new work damaged by subsequent work. 7. Remove samples of installed work for testing when requested. 8. Remove and replace defective and non-complying work. D. Execute work by methods that avoid damage to other work and that will provide appropriate surfaces to receive patching and finishing. In existing work, minimize damage and restore to original condition. E. Employ original installer to perform cutting for weather exposed and moisture resistant elements, and sight exposed surfaces. F. Cut rigid materials using masonry saw or core drill. Pneumatic tools not allowed without prior approval. G. Restore work with new products in accordance with requirements of Contract Documents. H. Fit work air tight to pipes, sleeves, ducts, conduit, and other penetrations through surfaces. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 10 I. At penetrations of fire rated walls, partitions, ceiling, or floor construction, completely seal voids with fire rated material in accordance with Section 078400, to full thickness of the penetrated element. J. Patching: 1. Finish patched surfaces to match finish that existed prior to patching. On continuous surfaces, refinish to nearest intersection or natural break. For an assembly, refinish entire unit. 2. Match color, texture, and appearance. 3. Repair patched surfaces that are damaged, lifted, discolored, or showing other imperfections due to patching work. If defects are due to condition of substrate, repair substrate prior to repairing finish. 3.8 PROGRESS CLEANING A. Maintain areas free of waste materials, debris, and rubbish. Maintain site in a clean and orderly condition. B. Remove debris and rubbish from pipe chases, plenums, attics, crawl spaces, and other closed or remote spaces, prior to enclosing the space. C. Broom and vacuum clean interior areas prior to start of surface finishing, and continue cleaning to eliminate dust. D. Collect and remove waste materials, debris, and trash/rubbish from site periodically and dispose off-site; do not burn or bury. 3.9 PROTECTION OF INSTALLED WORK A. See Section 017610 for temporary protective covering materials. B. See Section 090561 - Common Work Results for Flooring Preparation and Protection for additional temporary protective covering materials for flooring. C. Protect installed work from damage by construction operations. D. Provide special protection where specified in individual specification sections. E. Provide temporary and removable protection for installed products. Control activity in immediate work area to prevent damage. F. Provide protective coverings at walls, projections, jambs, sills, and soffits of openings. G. Protect finished floors, stairs, and other surfaces from traffic, dirt, wear, damage, or movement of heavy objects, by protecting with durable sheet materials. H. Protect work from spilled liquids. If work is exposed to spilled liquids, immediately remove protective coverings, dry out work, and replace protective coverings. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 11 I. Prohibit traffic or storage upon waterproofed or roofed surfaces. If traffic or activity is necessary, obtain recommendations for protection from waterproofing or roofing material manufacturer. J. Remove protective coverings when no longer needed; reuse or recycle coverings if possible. 3.10 SYSTEM STARTUP A. Coordinate schedule for start-up of various equipment and systems. B. Notify Architect and Owner seven days prior to start-up of each item. C. Verify that each piece of equipment or system has been checked for proper lubrication, drive rotation, belt tension, control sequence, and for conditions that may cause damage. D. Verify tests, meter readings, and specified electrical characteristics agree with those required by the equipment or system manufacturer. E. Verify that wiring and support components for equipment are complete and tested. Execute start-up under supervision of applicable Contractor personnel and manufacturer's representative in accordance with manufacturers' instructions. G. When specified in individual specification Sections, require manufacturer to provide authorized representative to be present at site to inspect, check, and approve equipment or system installation prior to start-up, and to supervise placing equipment or system in operation. H. Submit a written report that equipment or system has been properly installed and is functioning correctly. 3.11 DEMONSTRATION AND INSTRUCTION A. See Section 017900 - Demonstration and Training. 3.12 ADJUSTING A. Adjust operating products and equipment to ensure smooth and unhindered operation. 3.13 FINAL CLEANING A. Execute final cleaning prior to final project assessment. B. Use cleaning materials that are nonhazardous. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 12 C. Clean interior and exterior glass, surfaces exposed to view; remove temporary labels, stains and foreign substances, polish transparent and glossy surfaces, vacuum carpeted and soft surfaces. D. Remove all labels that are not permanent. Do not paint or otherwise cover fire test labels or nameplates on mechanical and electrical equipment. E. Clean equipment and fixtures to a sanitary condition with cleaning materials appropriate to the surface and material being cleaned. F. Clean filters of operating equipment. G. Clean debris from roofs, gutters, downspouts, scuppers, overflow drains, area drains, and drainage systems. H. Clean site; sweep paved areas, rake clean landscaped surfaces. I. Remove waste, surplus materials, trash/rubbish, and construction facilities from the site; dispose of in legal manner; do not burn or bury. 3.14 CLOSEOUT PROCEDURES A. Make submittals that are required by governing or other authorities. 1. Provide copies to Architect and Owner. B. Accompany Project Coordinator on preliminary inspection to determine items to be listed for completion or correction in the Contractor's Correction Punch List for Contractor's Notice of Substantial Completion. C. Notify Architect when work is considered ready for Architect's Substantial Completion inspection. Provide 14 days notification. 1. Entire project will be inspected at one time. If the Contractor requests phased inspections for Contractor's convenience, Owner and Architect must agree to phased inspections. a. Phased inspections by the Architect may result in additional fees for the Architect's services. Additional fees to be paid by Owner or Contractor. 2. If Architect conducts the Substantial Completion inspection and determines that the Contractor is not ready for Substantial Completion, the Architect, at their discretion, may take the following actions: a. The Architect may conduct a Substantial Completion inspection of areas deemed ready for inspection. Areas found not ready for inspection, an additional Substantial Completion inspection(s) shall be required. Additional inspections may result in additional fees for Architect's services to be paid by Owner or Contractor. If Architect determines that no areas are ready for Substantial Completion, Contractor must reschedule future Substantial Completion Inspection. Additional inspections may result in additional fees for Architect's services to be paid by Owner or Contractor. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 13 D. Submit written certification containing Contractor's Correction Punch List, that Contract Documents have been reviewed, work has been inspected, and that work is complete in accordance with Contract Documents and ready for Architect's Substantial Completion inspection. Provide 14 days notification. E. Conduct Substantial Completion inspection and create Final Correction Punch List containing Architect's and Contractor's comprehensive list of items identified to be completed or corrected and submit to Architect. F. Correct items of work listed in Final Correction Punch List and comply with requirements for access to Owner-occupied areas. G. Notify Architect when work is considered finally complete and ready for Architect's Substantial Completion final inspection. H. Complete items of work determined by Architect listed in executed Certificate of Substantial Completion. 3.15 MAINTENANCE A. Provide service and maintenance of components indicated in specification sections. B. Maintenance Period: As indicated in specification sections or, if not indicated, not less than one year from the Date of Substantial Completion or the length of the specified warranty, whichever is longer. C. Examine system components at a frequency consistent with reliable operation. Clean, adjust, and lubricate as required. D. Include systematic examination, adjustment, and lubrication of components. Repair or replace parts whenever required. Use parts produced by the manufacturer of the original component. E. Maintenance service shall not be assigned or transferred to any agent or subcontractor without prior written consent of the Owner. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 14 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 15 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 16 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana EXECUTION AND CLOSEOUT REQUIREMENTS 017000 - 17 THIS PAGE INTENTIONALLY LEFT BLANK BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 1 SECTION 017419 - CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL PART 1 - GENERAL 1.1 WASTE MANAGEMENT REQUIREMENTS A. Owner requires that this project generate the least amount of trash and waste possible. B. Owner requests that contractor utilizes City of Bozeman Solid Waste services for disposal of waste and recyclable materials whenever possible. B. Employ processes that ensure the generation of as little waste as possible due to error, poor planning, breakage, mishandling, contamination, or other factors. C. Minimize trash/waste disposal in landfills; reuse, salvage, or recycle as much waste as economically feasible. D. Contractor Reporting Responsibilities: Submit periodic Waste Disposal Reports; report landfill disposal, incineration, recycling, salvage, and reuse regardless of to whom the cost or savings accrues; use the same units of measure on required reports. E. Develop and follow a Waste Management Plan designed to implement these requirements using attached forms. F. Methods of trash/waste disposal that are not acceptable are: 1. Burning on the project site. 2. Burying on the project site. 3. Dumping or burying on other property, public or private. 4. Other illegal dumping or burying. G. Regulatory Requirements: Contractor is responsible for knowing and complying with regulatory requirements, including but not limited to Federal, state and local requirements, pertaining to legal disposal of all construction and demolition waste materials. 1.2 RELATED REQUIREMENTS A. Section 011000 - Summary: List of items to be salvaged from the existing building for relocation in project or for Owner. B. Section 012500 - Substitution Procedures. C. Section 013000 - Administrative Requirements: Additional requirements for project meetings, reports, submittal procedures, and project documentation. D. Section 015000 - Temporary Facilities and Controls: Additional requirements related to trash/waste collection and removal facilities and services. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 2 E. Section 016000 - Product Requirements: Waste prevention requirements related to product substitutions. F. Section 016000 - Product Requirements: Waste prevention requirements related to delivery, storage, and handling. G. Section 017000 - Execution and Closeout Requirements: Trash/waste prevention procedures related to demolition, cutting and patching, installation, protection, and cleaning. 1.3 DEFINITIONS A. Clean: Untreated and unpainted; not contaminated with oils, solvents, caulk, or the like. B. Construction and Demolition Waste: Solid wastes typically including building materials, packaging, trash, debris, and rubble resulting from construction, remodeling, repair and demolition operations. C. Hazardous: Exhibiting the characteristics of hazardous substances, i.e., ignitibility, corrosivity, toxicity or reactivity. D. Nonhazardous: Exhibiting none of the characteristics of hazardous substances, i.e., ignitibility, corrosivity, toxicity, or reactivity. E. Nontoxic: Neither immediately poisonous to humans nor poisonous after a long period of exposure. F. Recyclable: The ability of a product or material to be recovered at the end of its life cycle and remanufactured into a new product for reuse by others. G. Recycle: To remove a waste material from the project site to another site for remanufacture into a new product for reuse by others. H. Recycling: The process of sorting, cleansing, treating and reconstituting solid waste and other discarded materials for the purpose of using the altered form. Recycling does not include burning, incinerating, or thermally destroying waste. I. Return: To give back reusable items or unused products to vendors for credit. J. Reuse: To reuse a construction waste material in some manner on the project site. K. Salvage: To remove a waste material from the project site to another site for resale or reuse by others. L. Sediment: Soil and other debris that has been eroded and transported by storm or well production run-off water. M. Source Separation: The act of keeping different types of waste materials separate beginning from the first time they become waste. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 3 N. Toxic: Poisonous to humans either immediately or after a long period of exposure. O. Trash: Any product or material unable to be reused, returned, recycled, or salvaged. P. Waste: Extra material or material that has reached the end of its useful life in its intended use. Waste includes salvageable, returnable, recyclable, and reusable material. 1.4 SUBMITTALS A. See Section 013000 - Administrative Requirements for submittal procedures. B. Submit Waste Management Plan within 10 calendar days after receipt of Notice of Award of Bid, or prior to any trash or waste removal, whichever occurs sooner; submit projection of all trash and waste that will require disposal and alternatives to landfilling. C. Waste Management Plan: Include the following information: 1. Analysis of the trash and waste projected to be generated during the entire project construction cycle, including types and quantities. 2. Landfill Options: The name, address, and telephone number of the landfill(s) where trash/waste will be disposed of, the applicable landfill tipping fee(s), and the projected cost of disposing of all project trash/waste in the landfill(s). 3. Landfill Alternatives: List all waste materials that will be diverted from landfills by reuse, salvage, or recycling. 4. Meetings: Describe regular meetings to be held to address waste prevention, reduction, recycling, salvage, reuse, and disposal. 5. Materials Handling Procedures: Describe the means by which materials to be diverted from landfills will be protected from contamination and prepared for acceptance by designated facilities; include separation procedures for recyclables, storage, and packaging. 6. Transportation: Identify the destination and means of transportation of materials to be recycled; i.e. whether materials will be site-separated and self-hauled to designated centers, or whether mixed materials will be collected by a waste hauler. 7. Recycling Incentives: Describe procedures required to obtain credits, rebates, or similar incentives. D. Waste Disposal Reports: Submit at specified intervals, with details of quantities of trash and waste, means of disposal or reuse, and costs; show both totals to date and since last report. 1. Submit updated Report with each Application for Progress Payment; failure to submit Report will delay payment. 2. Submit Report on a form acceptable to Owner. 3. Landfill Disposal: Include the following information: a. Identification of material. b. Amount, in tons or cubic yards, of trash/waste material from the BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 4 project disposed of in landfills. c. State the identity of landfills, total amount of tipping fees paid to landfill, and total disposal cost. d. Include manifests, weight tickets, receipts, and invoices as evidence of quantity and cost. 4. Incinerator Disposal: Include the following information: a. Identification of material. b. Amount, in tons or cubic yards, of trash/waste material from the project delivered to incinerators. c. State the identity of incinerators, total amount of fees paid to incinerator, and total disposal cost. d. Include manifests, weight tickets, receipts, and invoices as evidence of quantity and cost. 5. Recycled and Salvaged Materials: Include the following information for each: a. Identification of material, including those retrieved by installer for use on other projects. b. Amount, in tons or cubic yards, date removed from the project site, and receiving party. c. Transportation cost, amount paid or received for the material, and the net total cost or savings of salvage or recycling each material. d. Include manifests, weight tickets, receipts, and invoices as evidence of quantity and cost. e. Certification by receiving party that materials will not be disposed of in landfills or by incineration. 6. Material Reused on Project: Include the following information for each: a. Identification of material and how it was used in the project. b. Amount, in tons or cubic yards. c. Include weight tickets as evidence of quantity. 7. Other Disposal Methods: Include information similar to that described above, as appropriate to disposal method. E. Recycling Incentive Programs: 1. Where revenue accrues to Contractor, submit copies of documentation required to qualify for incentive. 2. Where revenue accrues to Owner, submit any additional documentation required by Owner in addition to information provided in periodic Waste Disposal Report. PART 2 - PRODUCTS 2.1 PRODUCT SUBSTITUTIONS A. See Section 016000 and Section 012500. B. For each proposed product substitution, submit the following information in addition to requirements specified in Section 016000: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 5 1. Relative amount of waste produced, compared to specified product. 2. Cost savings on waste disposal, compared to specified product, to be deducted from the Contract Sum. 3. Proposed disposal method for waste product. 4. Markets for recycled waste product. PART 3 - EXECUTION 3.1 WASTE MANAGEMENT PROCEDURES A. See Section 011000 for list of items to be salvaged from the existing building for relocation in project or for Owner. B. See Section 013000 for additional requirements for project meetings, reports, submittal procedures, and project documentation. C. See Section 015000 for additional requirements related to trash/waste collection and removal facilities and services. D. See Section 016000 for waste prevention requirements related to delivery, storage, and handling. E. See Section 017000 for trash/waste prevention procedures related to demolition, cutting and patching, installation, protection, and cleaning. 3.2 WASTE MANAGEMENT PLAN IMPLEMENTATION A. Manager: Designate an on-site person or persons responsible for instructing workers and overseeing and documenting results of the Waste Management Plan. B. Communication: Distribute copies of the Waste Management Plan to job site foreman, each subcontractor, Owner, and Architect. C. Instruction: Provide on-site instruction of appropriate separation, handling, and recycling, salvage, reuse, and return methods to be used by all parties at the appropriate stages of the project. D. Meetings: Discuss trash/waste management goals and issues at project meetings. 1. Prebid meeting. 2. Preconstruction meeting. 3. Regular job-site meetings. E. Facilities: Provide specific facilities for separation and storage of materials for recycling, salvage, reuse, return, and trash disposal, for use by all contractors and installers. 1. As a minimum, provide: a. Separate area for storage of materials to be reused on-site, such as wood cut-offs for blocking. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 6 b. Separate dumpsters for each category of recyclable. c. Recycling bins at worker lunch area. 2. Provide containers as required. 3. Provide temporary enclosures around piles of separated materials to be recycled or salvaged. 4. Locate enclosures out of the way of construction traffic. 5. Provide adequate space for pick-up and delivery and convenience to subcontractors. 6. If an enclosed area is not provided, clearly lay out and label a specific area on-site. 7. Keep recycling and trash/waste bin areas neat and clean and clearly marked in order to avoid contamination of materials. F. Hazardous Wastes: Separate, store, and dispose of hazardous wastes according to applicable regulations. G. Recycling: Separate, store, protect, and handle at the site identified recyclable waste products in order to prevent contamination of materials and to maximize recyclability of identified materials. Arrange for timely pickups from the site or deliveries to recycling facility in order to prevent contamination of recyclable materials. H. Reuse of Materials On-Site: Set aside, sort, and protect separated products in preparation for reuse. I. Salvage: Set aside, sort, and protect products to be salvaged for reuse off-site. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 7 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 8 017419 - APPENDIX B - STANDARD SOLID WASTE CONVERSIONS The following sections provide conversions for solid waste and recyclable materials. Section 1 provides formulas to convert solid waste volume (cubic yards) into tons. Section 2 includes conversion factors to estimate the volume and weight of a number of solid waste and recyclable materials. 1. To convert cubic yards to tons: A: For Un-Compacted Trash, To Convert The Units Of Cubic Yards Into Tons, Using The Standard density of trash value of 250 pounds per cubic yard: Using “x” cubic yards, multiply by 250 pounds per cubic yard, divide by 2000 pounds per ton, to obtain value in tons. “x” cubic yards x 250 pounds ÷ 1 ton = ______ tons cubic yard 2000 pounds This equals: “X” cubic yards x 0.125 tons = _______ tons cubic yard In this case, 8 cubic yards = one ton. B: To determine your own density value for un-compacted trash (instead of using the standard value of 250 pounds per cubic yard), using a 32 gallon trash can: (1) Weigh the trash can both filled and empty (use a full 32 gallon trash can filled with trash roughly level to the top); (2) Subtract the empty weight from the filled weight to get the weight of trash (filled weight – empty weight = weight of trash); (3) Use the formula, using “y” your weight of trash (pounds), divided by 0.15 cubic yards per 32 gallon trash can, to obtain your value in pounds per cubic yard; which equals: “y” pounds / 0.15 cubic yards = ________ pounds 32 gallon can 32 gallon can cubic yard (4) Substitute this value for the 250 pounds per cubic yard value in method a above. This would be the more accurate measure of your park’s specific waste. C: For compacted trash, to convert cubic yards into tons: To use a compaction ratio, multiply the appropriate ratio times the un-compacted trash weight in formula a to obtain the compacted trash weight. “x” cubic yards x 3 (compaction ratio) x 250 pounds x 1 ton = ______ tons cubic yard 2000 pounds BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 9 TYPICAL COMPACTION RATIOS FOR TRASH: 3:1 (TYPICAL) 4:1 (HIGHER-COMPACTION VEHICLES) If you or your hauler don’t know the compacting ratio, the typical values for compacted trash are 500 to 1000 lbs./cubic yard, average 700 lbs./cubic yard. Use 700 lbs. per cubic yard if you don’t have more accurate records. For compacted trash, 0.4 is used instead of 0.125 in formula a: “x” cubic yards x 0.4 tons = _______ tons cubic yard D: To convert container size to cubic yards for un-compacted waste: If you don't have size and weight information on your specific containers, then these typical values can be used: 1 cubic yard = 202 gallons 32 gallon can = 0.15 cubic yards 60 gallon tote = 0.30 cubic yards 90 gallon tote = 0.45 cubic yards 2. EPA’S STANDARD VOLUME-TO-WEIGHT CONVERSION FACTORS BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 10 BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 11 A. Information obtained from Washington State. B. Draft National Recycling Coalition Measurement Standards and Reporting Guidelines presented to NRC membership. October 31, 1989. C. Personal communication with a representative from Allwaste. November 6, 1995. D. Battery Council International. 1995. 1994 National Recycling Rate Study. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CONSTRUCTION WASTE MANAGEMENT AND DISPOSAL 017419 - 12 E. U.S. Epa. 1995. Methodology for Characterization of Municipal Solid Waste In The United States: 1994 Update. epa530-r-96-001. Washington, DC. F. U.S. EPA. 1993. Business Guide for Reducing Solid Waste. EPA530-k-92-004. WASHINGTON, DC. G. Personal communication with a representative from the steel recycling institute. November 1, 1995. H. Information obtained from Massachusetts State. I. Information obtained from New Jersey and New York States. J. Personal communication with a representative from the American Plastics Council. November 2, 1995. K. Personal communication with a representative from the Scrap Tire Management Council. November 6, 1995. l. Information obtained from Northeast Forest Products, Martin Mulch Company, and The Solid Waste Association of North America. M. Solid Waste Association of North America, Manager of Landfill Operations Training and Certification Course. January 1989. N. Information obtained from New Jersey and New York States. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY PROTECTIVE COVERINGS 017610 - 1 SECTION 017610 - TEMPORARY PROTECTIVE COVERINGS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Temporary protective coverings for installed floors, walls, and other surfaces. 1.2 RELATED REQUIREMENTS A. Section 017000 - Execution and Closeout Requirements: Coordination of requirements for materials specified in this section. 1.3 DEFINITIONS A. Heavy Duty Protection Level: Floor protection measures suitable for heavy traffic areas with frequent or daily foot and rolling traffic. B. Medium Duty Protection Level: Floor protection measures suitable for medium traffic areas with infrequent foot and rolling traffic. C. Light Duty Protection Level: Floor protection measures suitable for light traffic areas with minimal to no foot and rolling traffic. 1.4 REFERENCE STANDARDS A. ANSI A135.4 - Basic Hardboard; 2012 (Reaffirmed 2020). B. ASTM C208 - Standard Specification for Cellulosic Fiber Insulating Board; 2022. C. ASTM E84 - Standard Test Method for Surface Burning Characteristics of Building Materials; 2023d. D. NFPA 701 - Standard Methods of Fire Tests for Flame Propagation of Textiles and Films; 2023, with Errata. 1.5 SUBMITTALS A. See Section 013000 - Administrative Requirements for submittal procedures. B. Product Data: Provide data on specified products, describing physical and performance characteristics; including sizes available; and installation instructions. C. Shop Drawings: Indicate existing finished surfaces to be protected. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY PROTECTIVE COVERINGS 017610 - 2 D. Protection Plan: Provide a project specific plan for temporary protection of floors and walls that are finished or contribute to a finished assembly. 1. Identify protected locations, level of protection, and when temporary protection shall be placed or removed. 2. Identify which finished surfaces shall not be protected in the plan and why. Describe how they shall be protected from general construction activities. PART 2 - PRODUCTS 2.1 MANUFACTURERS A. Temporary Protective Coverings: Subject to compliance with requirements, available manufacturers offering products that may be incorporated into the Work include, but are not limited to the following: 1. FiberTite, Seaman Corporation. 2. Griffolyn, Division of Reef Industries. 3. JG Innovations, Inc. 4. Proflex Products, Inc. 5. Ram Board/Surface Shields. 6. Skudo USA. 7. TuffWrap. B. Substitutions: See Section 016000 - Product Requirements. 2.2 GENERAL A. Provide materials that are easily removed without damage to the surfaces covered and with the following characteristics: 1. Water resistant. 2. Vapor permeable. 3. Impact resistant. 4. Slip resistant. 5. Flame retardant. 2.3 MATERIALS A. Sheet Materials: 1. Corrugated polypropylene sheet. 2. Wood Hardboard: ANSI A135.4, tempered, 1/4 inch thick nominal. 3. Plywood, 1/2 inch thick nominal. 4. Fiberboard: ASTM C208, 1/2 inch thick nominal. 5. Flame Retardance: Meet requirements of NFPA 701. 6. Surface Burning Characteristics: Maximum flame spread index of 25 and smoke developed index of 450; when system tested in accordance with ASTM E84. B. Rolled Materials: 1. Self-adhering polyethylene film. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana TEMPORARY PROTECTIVE COVERINGS 017610 - 3 2. Recycled cellulose fiberboard paper. 3. Laminated glass fiber reinforced kraft paper. 4. Flame Retardance: Meet requirements of NFPA 701. 5. Surface Burning Characteristics: Maximum flame spread index of 25 and smoke developed index of 450; when system tested in accordance with ASTM E84. C. Corner and Door Jamb Protection Materials: 1. Cardboard, shaped specifically for application. 2. PVC plastic. D. Tape: Type recommended by protective covering material manufacturer. PART 3 - EXECUTION 3.1 GENERAL A. Surfaces requiring protection from construction for duration of the Work: 1. Architectural concrete, sealed concrete, polished concrete, and burnished concrete shall be protected from normal construction activities in both unfinished and finished conditions. 2. All Division 09 finishes once installed and subjected to construction traffic and activities. 3.2 PREPARATION A. Remove dirt and debris from surfaces to be protected. 3.3 INSTALLATION A. Install in accordance with manufacturer's instructions. B. Trim or overlap sheet materials to fit area to be covered. C. Roll out and cut rolled materials to fit area to be covered. D. Tape seams. Avoid taping directly to finished surfaces. E. Stretch self-adhering film materials to completely cover surface. F. Install door jamb protection to full height of opening. 3.4 REMOVAL A. Remove protective coverings prior to Date of Substantial Completion. Reuse or recycle materials if possible. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CLOSEOUT SUBMITTALS 017800 - 1 SECTION 017800 - CLOSEOUT SUBMITTALS PART 1 - GENERAL 1.1 SECTION INCLUDES A. Project record documents. B. Operation and maintenance data. C. Materials transparency manual. D. Warranties and bonds. E. Warranty Ticket System. 1.2 RELATED REQUIREMENTS A. Section 013000 - Administrative Requirements: Submittals procedures, shop drawings, product data, and samples. B. Individual Product Sections: Specific requirements for operation and maintenance data. C. Individual Product Sections: Warranties required for specific products or Work. 1.3 SUBMITTALS A. Project Record Documents: Submit documents to Architect with claim for final Application for Payment. B. Operation and Maintenance Data: 1. For equipment, or component parts of equipment put into service during construction and operated by Owner, submit completed documents within ten days after acceptance. 2. Submit PDF Electronic files. Assemble each manual into one combined, electronically indexed file. Submit through web-based project software. a. Name each indexed document file in combined electronic index with applicable item name. Include a complete electronically- linked operation and maintenance directory. b. Enable inserted reviewer comments on draft submittals. 3. Submit one copy of completed documents 15 days prior to final inspection. This copy will be reviewed and returned after final inspection, with Architect comments. Revise content of all document sets as required prior to final submission. 4. Submit one set of revised final documents in final form within 10 days after final inspection. C. Materials Transparency Manual: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CLOSEOUT SUBMITTALS 017800 - 2 1. Compile and submit a digital version of information disclosing materials content for interior finishes, furnishings (including workstations), built-in furniture. D. Warranties and Bonds: 1. For equipment or component parts of equipment put into service during construction with Owner's permission, submit documents within 10 days after acceptance. 2. Make other submittals within 10 days after Date of Substantial Completion, prior to final Application for Payment. 3. For items of Work for which acceptance is delayed beyond Date of Substantial Completion, submit within 10 days after acceptance, listing the date of acceptance as the beginning of the warranty period. PART 2 - PRODUCTS - NOT USED PART 3 - EXECUTION 3. 1 PROJECT RECORD DOCUMENTS A. Maintain on site one set of the following record documents; record actual revisions to the Work: 1. Drawings. 2. Specifications. 3. Addenda. 4. Change Orders and other modifications to the Contract. 5. Reviewed shop drawings, product data, and samples. 6. Manufacturer's instruction for assembly, installation, and adjusting. B. Ensure entries are complete and accurate, enabling future reference by Owner. C. Store record documents separate from documents used for construction. D. Record information concurrent with construction progress. Note Construction Change Directive numbers, alternate numbers, Change Order numbers, and similar identification, where applicable. E. Specifications: Legibly mark and record at each product section description of actual products installed, including the following: 1. Manufacturer's name and product model and number. 2. Product substitutions or alternates utilized. 3. Changes made by Addenda and modifications. 4. Submit record specifications as annotated PDF electronic file. F. Record Drawings and Shop Drawings: Legibly mark each item to record actual construction including: 1. Measured horizontal and vertical locations of underground utilities and appurtenances, referenced to permanent surface improvements. 2. Measured locations of internal utilities and appurtenances concealed in construction, referenced to visible and accessible features of the Work. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CLOSEOUT SUBMITTALS 017800 - 3 3. Field changes of dimension and detail. 4. Details not on original Contract drawings. G. Record Digital Data Files: Immediately before inspection for Certification of Substantial Completion, review marked-up record prints with Architect. When authorized, prepare a full set of corrected digital data files of the Contract Drawings. 1. Format: Annotated PDF electronic file with comment function enabled. 2. Incorporate changes and additional information previously marked on record prints. 3. Delete, redraw, and add details and notations where applicable. 4. Refer instances of uncertainty to Architect through Construction Manager for resolution. 5. Architect shall furnish one set of digital data files of the Contract Drawings for use in recording information in accordance with Section 013000 - Administrative Requirements. 3.2 OPERATION AND MAINTENANCE DATA A. Source Data: For each product or system, list names, addresses and telephone numbers of Subcontractors and suppliers, including local source of supplies and replacement parts. B. Product Data: Mark each sheet to clearly identify specific products and component parts, and data applicable to installation. Delete inapplicable information. C. Drawings: Supplement product data to illustrate relations of component parts of equipment and systems, to show control and flow diagrams. Do not use Project Record Documents as maintenance drawings. D. Typed Text: As required to supplement product data. Provide logical sequence of instructions for each procedure, incorporating manufacturer's instructions. 3.3 OPERATION AND MAINTENANCE DATA FOR MATERIALS AND FINISHES A. For Each Product, Applied Material, and Finish: 1. Product data, with catalog number, size, composition, and color and texture designations. 2. Information for re-ordering custom manufactured products. B. Instructions for Care and Maintenance: Manufacturer's recommendations for cleaning agents and methods, precautions against detrimental cleaning agents and methods, and recommended schedule for cleaning and maintenance. C. Moisture protection and weather-exposed products: Include product data listing applicable reference standards, chemical composition, and details of installation. Provide recommendations for inspections, maintenance, and repair. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CLOSEOUT SUBMITTALS 017800 - 4 D. Additional information as specified in individual product specification sections. E. Where additional instructions are required, beyond the manufacturer's standard printed instructions, have instructions prepared by personnel experienced in the operation and maintenance of the specific products. 3.4 OPERATION AND MAINTENANCE DATA FOR EQUIPMENT AND SYSTEMS A. For Each Item of Equipment and Each System: 1. Description of unit or system, and component parts. 2. Identify function, normal operating characteristics, and limiting conditions. 3. Include performance curves, with engineering data and tests. 4. Complete nomenclature and model number of replaceable parts. B. Where additional instructions are required, beyond the manufacturer's standard printed instructions, have instructions prepared by personnel experienced in the operation and maintenance of the specific products. C. Operating Procedures: Include start-up, break-in, and routine normal operating instructions and sequences. Include regulation, control, stopping, shut-down, and emergency instructions. Include summer, winter, and any special operating instructions. D. Maintenance Requirements: Include routine procedures and guide for preventative maintenance and trouble shooting; disassembly, repair, and reassembly instructions; and alignment, adjusting, balancing, and checking instructions. E. Include manufacturer's printed operation and maintenance instructions. F. Provide original manufacturer's parts list, illustrations, assembly drawings, and diagrams required for maintenance. G. Include test and balancing reports. H. Additional Requirements: As specified in individual product specification sections. 3.5 ASSEMBLY OF DIGITAL OPERATION AND MAINTENANCE MANUALS A. Assemble operation and maintenance data in the form of a multiple file composite electronic PDF file for each manual type required. B. Electronic files: Use electronic files prepared by manufacturer where available. Where scanning of paper documents is required, configure scanned file for minimum readable file size. C. Bookmarks: Bookmark individual documents based on file names. D. File Names: Name document files to correspond to system, subsystem, and equipment names used in manual directory and table of contents. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CLOSEOUT SUBMITTALS 017800 - 5 3.6 WARRANTIES AND BONDS A. Obtain warranties and bonds, executed in duplicate by responsible Subcontractors, suppliers, and manufacturers, within 10 days after completion of the applicable item of work. Except for items put into use with Owner's permission, leave date of beginning of time of warranty until Date of Substantial completion is determined. B. Verify that documents are in proper form, contain full information, and are notarized. C. Co-execute submittals when required. D. Retain warranties and bonds until time specified for submittal. E. Manual: Bind in commercial quality 8-1/2 by 11 inch three D side ring binders with durable plastic covers. F. Cover: Identify each binder with typed or printed title WARRANTIES AND BONDS, with title of Project; name, address and telephone number of Contractor and equipment supplier; and name of responsible company principal. G. Table of Contents: Neatly typed, in the sequence of the Table of Contents of the Project Manual, with each item identified with the number and title of the specification section in which specified, and the name of product or work item. 1. Separate each warranty or bond with index tab sheets keyed to the Table of Contents listing. 2. Provide full information, using separate typed sheets as necessary. List Subcontractor, supplier, and manufacturer, with name, address, and telephone number of responsible principal. 3.7 WARRANTY TICKET SYSTEM A. Develop, host, and maintain an online warranty ticket system for tracking and managing warranty claims. System shall be accessible to Architect, Owner, and subcontractors for the duration of the warranty period. 1. Online warranty system: a. Warranty claims submitted electronically and incorporate detailed descriptions and photographs of warranty issues. b. Track status of each claim. c. Provide updates on actions taken including investigation reports, subcontractor communication, and completion of warranty work. d. Provide notification to Architect, and other relevant parties, when warranty issues require design input or involve non-warranty matters. 2. Provide training and support to Owner, Architect, and subcontractors on use of warranty ticket system. 3. Use of this system does not absolve the Contractor of any responsibilities outlines in the contract documents regarding the correction of Work or maintenance services. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana CLOSEOUT SUBMITTALS 017800 - 6 END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMONSTRATION AND TRAINING 017900 - 1 SECTION 017900 - DEMONSTRATION AND TRAINING PART 1 - GENERAL 1.1 SUMMARY A. Demonstration of products and systems where indicated in specific specification sections. B. Training of Owner personnel in operation and maintenance is required for: 1. All software-operated systems. 2. HVAC systems and equipment. 3. Plumbing equipment. 4. Fire suppression system. 5. Electrical systems and equipment. 6. Items specified in individual product Sections. C. Training of Owner personnel in care, cleaning, maintenance, and repair is required for: 1. Roofing, waterproofing, and other weather-exposed or moisture protection products. 2. Finishes, including flooring, wall finishes, ceiling finishes. 3. Fixtures and fittings. 4. Items specified in individual product Sections. 1.2 RELATED REQUIREMENTS A. Section 017800 - Closeout Submittals: Operation and maintenance manuals. B. Section 019113 - General Commissioning Requirements: Additional requirements applicable to demonstration and training. C. Other Specification Sections: Additional requirements for demonstration and training. 1.3 SUBMITTALS A. See Section 013000 - Administrative Requirements, for submittal procedures. B. Training Plan: Owner will designate personnel to be trained; tailor training to needs and skill-level of attendees. 1. Submit to Architect for transmittal to Owner. 2. Submit not less than four weeks prior to start of training. 3. Revise and resubmit until acceptable. 4. Provide an overall schedule showing all training sessions. 5. Include at least the following for each training session: a. Identification, date, time, and duration. b. Description of products and/or systems to be covered. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMONSTRATION AND TRAINING 017900 - 2 c. Name of firm and person conducting training; include qualifications. d. Intended audience, such as job description. e. Objectives of training and suggested methods of ensuring adequate training. f. Methods to be used, such as classroom lecture, live demonstrations, hands-on, etc. g. Media to be used, such a slides, hand-outs, etc. h. Training equipment required, such as projector, projection screen, etc., to be provided by Contractor. C. Training Manuals: 1. Provide training manual for each attendee; allow for minimum of two attendees per training session. a. Include applicable portion of O&M manuals. b. Include copies of all hand-outs, slides, overheads, video presentations, etc., that are not included in O&M manuals. c. Provide one extra copy of each training manual to be included with operation and maintenance data. 1.4 QUALITY ASSURANCE A. Instructor Qualifications: Familiar with design, operation, maintenance and troubleshooting of the relevant products and systems. 1. Provide as instructors the most qualified trainer of those contractors and/or installers who actually supplied and installed the systems and equipment. 2. Where a single person is not familiar with all aspects, provide specialists with necessary qualifications. PART 2 - PRODUCTS - NOT USED PART 3 - EXECUTION 3.1 DEMONSTRATION - GENERAL A. Demonstrations conducted during system start-up do not qualify as demonstrations for the purposes of this section, unless approved in advance by Owner. B. Demonstration may be combined with Owner personnel training if applicable. C. Operating Equipment and Systems: Demonstrate operation in all modes, including start-up, shut-down, seasonal changeover, emergency conditions, and troubleshooting, and maintenance procedures, including scheduled and preventive maintenance. 1. Perform demonstrations not less than two weeks prior to Substantial Completion. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMONSTRATION AND TRAINING 017900 - 3 2. For equipment or systems requiring seasonal operation, perform demonstration for other season within six months. D. Non-Operating Products: Demonstrate cleaning, scheduled and preventive maintenance, and repair procedures. 1. Perform demonstrations not less than two weeks prior to Substantial Completion. 3.2 TRAINING - GENERAL A. Conduct training on-site unless otherwise indicated. B. Owner will provide classroom and seating at no cost to Contractor. C. Provide training in minimum two-hour segments. D. Training schedule will be subject to availability of Owner's personnel to be trained; re-schedule training sessions as required by Owner; once schedule has been approved by Owner failure to conduct sessions according to schedule will be cause for Owner to charge Contractor for personnel "show-up" time. E. Review of Facility Policy on Operation and Maintenance Data: During training discuss: 1. The location of the O&M manuals and procedures for use and preservation; backup copies. 2. Typical contents and organization of all manuals, including explanatory information, system narratives, and product specific information. 3. Typical uses of the O&M manuals. F. Product- and System-Specific Training: 1. Review the applicable O&M manuals. 2. For systems, provide an overview of system operation, design parameters and constraints, and operational strategies. 3. Review instructions for proper operation in all modes, including start-up, shut-down, seasonal changeover and emergency procedures, and for maintenance, including preventative maintenance. 4. Provide hands-on training on all operational modes possible and preventive maintenance. 5. Emphasize safe and proper operating requirements; discuss relevant health and safety issues and emergency procedures. 6. Discuss common troubleshooting problems and solutions. 7. Discuss any peculiarities of equipment installation or operation. 8. Discuss warranties and guarantees, including procedures necessary to avoid voiding coverage. 9. Review recommended tools and spare parts inventory suggestions of manufacturers. 10. Review spare parts and tools required to be furnished by Contractor. 11. Review spare parts suppliers and sources and procurement procedures. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMONSTRATION AND TRAINING 017900 - 4 12. Be prepared to answer questions raised by training attendees; if unable to answer during training session, provide written response within three days. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 1 SECTION 019113 - GENERAL COMMISSIONING REQUIREMENTS PART 1 GENERAL 1.1 SUMMARY A. Commissioning is intended to achieve the following specific objectives; this section specifies the Contractor's responsibilities for commissioning: 1. Verify that the work is installed in accordance with Contract Documents and the manufacturer’s recommendations and instructions, and that it receives adequate operational checkout prior to startup: Startup reports and Prefunctional Checklists executed by Contractor are utilized to achieve this. 2. Verify and document that functional performance is in accordance with Contract Documents: Functional Tests executed by Contractor and witnessed by the Commissioning Authority are utilized to achieve this. 3. Verify that operation and maintenance manuals submitted to Owner are complete: Detailed operation and maintenance (O&M) data submittals by Contractor are utilized to achieve this. 4. Verify that the Owner’s operating personnel are adequately trained: Formal training conducted by Contractor is utilized to achieve this. B. Commissioning, including Functional Tests, O&M documentation review, and training, is to occur after startup and initial checkout and be completed before Substantial Completion. C. The Commissioning Authority directs and coordinates all commissioning activities; this section describes some but not all of the Commissioning Authority's responsibilities. D. The Commissioning Authority is employed by Owner. 1.2 RELATED REQUIREMENTS A. Section 017800 - Closeout Submittals: Scope and procedures for operation and maintenance manuals and project record documents. 1. 3 REFERENCE STANDARDS A. PECI (Samples) - Sample Forms for Prefunctional Checklists and Functional Performance Tests; Current Edition. 1.4 SUBMITTALS A. See Section 013000 - Administrative Requirements, for submittal procedures; except: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 2 1. Make all submittals specified in this section, and elsewhere where indicated for commissioning purposes, directly to the Commissioning Authority, unless they require review by Architect; in that case, submit to Architect first. 2. Submit one copy to the Commissioning Authority, not to be returned. 3. Make commissioning submittals on time schedule specified by Commissioning Authority. 4. Submittals indicated as "Draft" are intended for the use of the Commissioning Authority in preparation of Prefunctional Checklists or Functional Test requirements; submit in editable electronic format, Microsoft Word 2010 preferred. 5. As soon as possible after submittals made to Architect are approved, submit copy of approved submittal to the Commissioning Authority. B. Product Data: If submittals to Architect do not include the following, submit copies as soon as possible: 1. Manufacturer's product data, cut sheets, and shop drawings. 2. Manufacturer's installation instructions. 3. Startup, operating, and troubleshooting procedures. 4. Fan and pump curves. 5. Factory test reports. 6. Warranty information, including details of Owner's responsibilities in regard to keeping warranties in force. C. Manufacturers' Instructions: Submit copies of all manufacturer-provided instructions that are shipped with the equipment as soon as the equipment is delivered. D. Startup Plans and Reports. E. Completed Prefunctional Checklists. PART 2 PRODUCTS 2.1 TEST EQUIPMENT A. Provide all standard testing equipment required to perform startup and initial checkout and required Functional Testing; unless otherwise noted such testing equipment will NOT become the property of Owner. B. Calibration Tolerances: Provide testing equipment of sufficient quality and accuracy to test and/or measure system performance with the tolerances specified. If not otherwise noted, the following minimum requirements apply: 1. Temperature Sensors and Digital Thermometers: Certified calibration within past year to accuracy of 0.5 degree F and resolution of plus/minus 0.1 degree F. 2. Pressure Sensors: Accuracy of plus/minus 2.0 percent of the value range being measured (not full range of meter), calibrated within the last year. 3. Calibration: According to the manufacturer’s recommended intervals and when dropped or damaged; affix calibration tags or keep certificates readily available for inspection. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 3 C. Equipment-Specific Tools: Where special testing equipment, tools and instruments are specific to a piece of equipment, are only available from the vendor, and are required in order to accomplish startup or Functional Testing, provide such equipment, tools, and instruments as part of the work at no extra cost to Owner; such equipment, tools, and instruments are to become the property of Owner. D. Dataloggers: Independent equipment and software for monitoring flows, currents, status, pressures, etc. of equipment. 1. Dataloggers required to for Functional Tests will be provided by the Commissioning Authority and will not become the property of Owner. PART 3 EXECUTION 3. 1 COMMISSIONING PLAN A. Commissioning Authority will prepare the Commissioning Plan. 1. Attend meetings called by the Commissioning Authority for purposes of completing the commissioning plan. 2. Require attendance and participation of relevant subcontractors, installers, suppliers, and manufacturer representatives. B. Contractor is responsible for compliance with the Commissioning Plan. C. Commissioning Plan: The commissioning schedule, procedures, and coordination requirements for all parties in the commissioning process. D. Commissioning Schedule: 1. Submit anticipated dates of startup of each item of equipment and system to Commissioning Authority within 60 days after award of Contract. 2. Re-submit anticipated startup dates monthly, but not less than 4 weeks prior to startup. 3. Prefunctional Checklists and Functional Tests are to be performed in sequence from components, to subsystems, to systems. 4. Provide sufficient notice to Commissioning Authority for delivery of relevant Checklists and Functional Test procedures, to avoid delay. 3.2 STARTUP PLANS AND REPORTS A. Startup Plans: For each item of equipment and system for which the manufacturer provides a startup plan, submit the plan not less than 8 weeks prior to startup. B. Startup Reports: For each item of equipment and system for which the manufacturer provides a startup checklist (or startup plan or field checkout sheet), document compliance by submitting the completed startup checklist prior to startup, signed and dated by responsible entity. C. Submit directly to the Commissioning Authority. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 4 3.3 PREFUNCTIONAL CHECKLISTS A. A Prefunctional Checklist is required to be filled out for each item of equipment or other assembly specified to be commissioned. 1. No sampling of identical or near-identical items is allowed. 2. These checklists do not replace manufacturers' recommended startup checklists, regardless of apparent redundancy. 3. Prefunctional Checklist forms will not be complete until after award of the contract; the following types of information will be gathered via the completed Checklist forms: a. Certification by installing contractor that the unit is properly installed, started up, and operating and ready for Functional Testing. b. Confirmation of receipt of each shop drawing and commissioning submittal specified, itemized by unit. c. Manufacturer, model number, and relevant capacity information; list information "as specified," "as submitted," and "as installed." d. Serial number of installed unit. e. List of inspections to be conducted to document proper installation prior to startup and Functional Testing; these will be primarily static inspections and procedures; for equipment and systems may include normal manufacturer’s start-up checklist items and minor testing. f. Sensor and actuator calibration information. 4. PECI (Samples) found at http://www.peci.org/library/mcpgs.htm indicate anticipated level of detail for Prefunctional Checklists. B. Contractor is responsible for filling out Prefunctional Checklists, after completion of installation and before startup; witnessing by the Commissioning Authority is not required unless otherwise specified. 1. Each line item without deficiency is to be witnessed, initialed, and dated by the actual witness; checklists are not complete until all line items are initialed and dated complete without deficiencies. 2. Checklists with incomplete items may be submitted for approval provided the Contractor attests that incomplete items do not preclude the performance of safe and reliable Functional Testing; re-submission of the Checklist is required upon completion of remaining items. 3. Individual Checklists may contain line items that are the responsibility of more than one installer; Contractor shall assign responsibility to appropriate installers or subcontractors, with identification recorded on the form. 4. If any Checklist line item is not relevant, record reasons on the form. 5. Contractor may independently perform startup inspections and/or tests, at Contractor's option. 6. Regardless of these reporting requirements, Contractor is responsible for correct startup and operation. 7. Submit completed Checklists to Commissioning Authority within two days of completion. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 5 C. Commissioning Authority is responsible for furnishing the Prefunctional Checklists to Contractor. 1. Initial Drafts: Contractor is responsible for initial draft of Prefunctional Checklist where so indicated in Contract Documents. 2. Provide all additional information requested by Commissioning Authority to aid in preparation of checklists, such as shop drawing submittals, manufacturers' startup checklists, and O&M data. 3. Commissioning Authority may add any relevant items deemed necessary regardless of whether they are explicitly mentioned in Contract Documents or not. When asked to review the proposed Checklists, do so in a timely manner. D. Commissioning Authority Witnessing: Required for: 1. Each piece of primary equipment, unless sampling of multiple similar units is allowed by the commissioning plan. 2. A sampling of non-primary equipment, as allowed by the commissioning plan. E. Deficiencies: Correct deficiencies and re-inspect or re-test, as applicable, at no extra cost to Owner. 1. If difficulty in correction would delay progress, report deficiency to the Commissioning Authority immediately. 3.4 FUNCTIONAL TESTS A. A Functional Test is required for each item of equipment, system, or other assembly specified to be commissioned, unless sampling of multiple identical or near-identical units is allowed by the final test procedures. B. Contractor is responsible for execution of required Functional Tests, after completion of Prefunctional Checklist and before closeout. C. Commissioning Authority is responsible for witnessing and reporting results of Functional Tests, including preparation and completion of forms for that purpose. D. Contractor is responsible for correction of deficiencies and re-testing at no extra cost to Owner; if a deficiency is not corrected and re-tested immediately, the Commissioning Authority will document the deficiency and the Contractor's stated intentions regarding correction. 1. Deficiencies are any condition in the installation or function of a component, piece of equipment or system that is not in compliance with Contract Documents or does not perform properly. 2. When the deficiency has been corrected, the Contractor completes the form certifying that the item is ready to be re-tested and returns the form to the Commissioning Authority; the Commissioning Authority will reschedule the test and the Contractor shall re-test. 3. Identical or Near-Identical Items: If 10 percent, or three, whichever is greater, of identical or near-identical items fail to perform due to material or manufacturing defect, all items will be considered defective; provide a BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 6 proposal for correction within 2 weeks after notification of defect, including provision for testing sample installations prior to replacement of all items. 4. Contractor shall bear the cost of Owner and Commissioning Authority personnel time witnessing re-testing. 5. Contractor shall bear the cost of Owner and Commissioning Authority personnel time witnessing re-testing if the test failed due to failure to execute the relevant Prefunctional Checklist correctly; if the test failed for reasons that would not have been identified in the Prefunctional Checklist process, Contractor shall bear the cost of the second and subsequent re- tests. E. Functional Test Procedures: 1. Some test procedures are included in Contract Documents; where Functional Test procedures are not included in Contract Documents, test procedures will be determined by the Commissioning Authority with input by and coordination with Contractor. 2. Examples of Functional Testing: a. Test the dynamic function and operation of equipment and systems (rather than just components) using manual (direct observation) or monitoring methods under full operation (e.g., the chiller pump is tested interactively with the chiller functions to see if the pump ramps up and down to maintain the diƯerential pressure setpoint). b. Systems are tested under various modes, such as during low cooling or heating loads, high loads, component failures, unoccupied, varying outside air temperatures, fire alarm, power failure, etc. c. Systems are run through all the HVAC control system’s sequences of operation and components are verified to be responding as the sequence's state. d. Traditional air or water test and balancing (TAB) is not Functional Testing; spot checking of TAB by demonstration to the Commissioning Authority is Functional Testing. 3. PECI (Samples) found at http://www.peci.org/library/mcpgs.htm indicated anticipated level of detail for Functional Tests. F. Deferred Functional Tests: Some tests may need to be performed later, after substantial completion, due to partial occupancy, equipment, seasonal requirements, design or other site conditions; performance of these tests remains the Contractor's responsibility regardless of timing. 3.5 SENSOR AND ACTUATOR CALIBRATION A. Calibrate all field-installed temperature, relative humidity, carbon monoxide, carbon dioxide, and pressure sensors and gauges, and all actuators (dampers and valves) on this piece of equipment shall be calibrated. Sensors installed in BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 7 the unit at the factory with calibration certification provided need not be field calibrated. B. Calibrate using the methods described below; alternate methods may be used, if approved by Commissioning Authority and Owner beforehand. See PART 2 for test instrument requirements. Record methods used on the relevant Prefunctional Checklist or other suitable forms, documenting initial, intermediate and final results. C. All Sensors: 1. Verify that sensor location is appropriate and away from potential causes of erratic operation. 2. Verify that sensors with shielded cable are grounded only at one end. 3. For sensor pairs that are used to determine a temperature or pressure difference, for temperature make sure they are reading within 0.2 degree F of each other, and for pressure, within tolerance equal to 2 percent of the reading, of each other. 4. Tolerances for critical applications may be tighter. D. Sensors Without Transmitters - Standard Application: 1. Make a reading with a calibrated test instrument within 6 inches of the site sensor. 2. Verify that the sensor reading, via the permanent thermostat, gauge or building automation system, is within the tolerances in the table below of the instrument-measured value. 3. If not, install offset, calibrate or replace sensor. E. Sensors With Transmitters - Standard Application. 1. Disconnect sensor. 2. Connect a signal generator in place of sensor. 3. Connect ammeter in series between transmitter and building automation system control panel. 4. Using manufacturer’s resistance-temperature data, simulate minimum desired temperature. 5. Adjust transmitter potentiometer zero until 4 mA is read by the ammeter. 6. Repeat for the maximum temperature matching 20 mA to the potentiometer span or maximum and verify at the building automation system. 7. Record all values and recalibrate controller as necessary to comply with specified control ramps, reset schedules, proportional relationship, reset relationship and P/I reaction. 8. Reconnect sensor. 9. Make a reading with a calibrated test instrument within 6 inches of the site sensor. 10. Verify that the sensor reading, via the permanent thermostat, gauge or building automation system, is within the tolerances in the table below of the instrument-measured value. 11. If not, replace sensor and repeat. 12. For pressure sensors, perform a similar process with a suitable signal generator. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 8 F. Sensor Tolerances for Standard Applications: Plus/minus the following maximums: 1. Watthour, Voltage, Amperage: 1 percent of design. 2. Pressure, Air, Water, Gas: 3 percent of design. 3. Air Temperatures (Outside Air, Space Air, Duct Air): 0.4 degrees F. 4. Relative Humidity: 4 percent of design. 5. Barometric Pressure: 0.1 inch of Hg. 6. Flow Rate, Air: 10 percent of design. 7. Flow Rate, Water: 4 percent of design. 8. AHU Wet Bulb and Dew Point: 2.0 degrees F. G. Critical Applications: For some applications more rigorous calibration techniques may be required for selected sensors. Describe any such methods used on an attached sheet. H. Valve/Damper Stroke Setup and Check: 1. For all valve/damper actuator positions checked, verify the actual position against the control system readout. 2. Set pump/fan to normal operating mode. 3. Command valve/damper closed; visually verify that valve/damper is closed and adjust output zero signal as required. 4. Command valve/damper to open; verify position is full open and adjust output signal as required. 5. Command valve/damper to a few intermediate positions. 6. If actual valve/damper position does not reasonably correspond, replace actuator or add pilot positioner (for pneumatics). I. Isolation Valve or System Valve Leak Check: For valves not associated with coils. 1. With full pressure in the system, command valve closed. 2. Use an ultra-sonic flow meter to detect flow or leakage. 3.6 TEST PROCEDURES - GENERAL A. Provide skilled technicians to execute starting of equipment and to execute the Functional Tests. Ensure that they are available and present during the agreed upon schedules and for sufficient duration to complete the necessary tests, adjustments and problem-solving. B. Provide all necessary materials and system modifications required to produce the flows, pressures, temperatures, and conditions necessary to execute the test according to the specified conditions. At completion of the test, return all affected equipment and systems to their pre-test condition. C. Sampling: Where Functional Testing of fewer than the total number of multiple identical or near-identical items is explicitly permitted, perform sampling as follows: 1. Identical Units: Defined as units with same application and sequence of operation; only minor size or capacity difference. 2. Sampling is not allowed for: BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 9 a. Major equipment. b. Life-safety-critical equipment. c. Prefunctional Checklist execution. 3. XX = the percent of the group of identical equipment to be included in each sample; defined for specific type of equipment. 4. YY = the percent of the sample that if failed will require another sample to be tested; defined for specific type of equipment. 5. Randomly test at least XX percent of each group of identical equipment, but not less than three units. This constitutes the "first sample." 6. If YY percent of the units in the first sample fail, test another XX percent of the remaining identical units. 7. If YY percent of the units in the second sample fail, test all remaining identical units. 8. If frequent failures occur, resulting in more troubleshooting than testing, the Commissioning Authority may stop the testing and require Contractor to perform and document a checkout of the remaining units prior to continuing testing. D. Manual Testing: Use hand-held instruments, immediate control system readouts, or direct observation to verify performance (contrasted to analyzing monitored data taken over time to make the “observation”). E. Simulating Conditions: Artificially create the necessary condition for the purpose of testing the response of a system; for example apply hot air to a space sensor using a hair dryer to see the response in a VAV box. F. Simulating Signals: Disconnect the sensor and use a signal generator to send an amperage, resistance or pressure to the transducer and control system to simulate the sensor value. G. Over-Writing Values: Change the sensor value known to the control system in the control system to see the response of the system; for example, change the outside air temperature value from 50 degrees F to 75 degrees F to verify economizer operation. H. Indirect Indicators: Remote indicators of a response or condition, such as a reading from a control system screen reporting a damper to be 100 percent closed, are considered indirect indicators. I. Monitoring: Record parameters (flow, current, status, pressure, etc.) of equipment operation using dataloggers or the trending capabilities of the relevant control systems; where monitoring of specific points is called for in Functional Test Procedures: 1. All points that are monitored by the relevant control system shall be trended by Contractor; at the Commissioning Authority’s request, Contractor shall trend up to 20 percent more points than specified at no extra charge. 2. Other points will be monitored by the Commissioning Authority using dataloggers. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana GENERAL COMMISSIONING REQUIREMENTS 019113 - 10 3. At the option of the Commissioning Authority, some control system monitoring may be replaced with datalogger monitoring. 4. Provide hard copies of monitored data in columnar format with time down left column and at least 5 columns of point values on same page. 5. Graphical output is desirable and is required for all output if the system can produce it. 6. Monitoring may be used to augment manual testing. 3.7 OPERATION AND MAINTENANCE MANUALS A. See Section 017800 - Closeout Submittals for additional requirements. B. Add design intent documentation furnished by Architect to manuals prior to submission to Owner. C. Submit manuals related to items that were commissioned to Commissioning Authority for review; make changes recommended by Commissioning Authority. D. Commissioning Authority will add commissioning records to manuals after submission to Owner. END OF SECTION BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMOLITION 024100 - 1 SECTION 024100 - DEMOLITION PART 1 - GENERAL 1.1 SECTION INCLUDES A. Building demolition. B. Selective demolition of building elements for alteration purposes. 1.2 RELATED REQUIREMENTS A. Existing building survey dated May 31, 2023, conducted by Owner; information about known hazardous materials. B. Section 011000 - Summary: Limitations on Contractor's use of site and premises. C. Section 017000 - Execution and Closeout Requirements: Project conditions; protection of bench marks, survey control points, and existing construction to remain; reinstallation of removed products; temporary bracing and shoring. 1.3 DEFINITIONS A. Demolition: Dismantle, raze, destroy or wreck any building or structure or any part thereof. B. Remove: Detach or dismantle items from existing construction and dispose of them off site, unless items are indicated to be salvaged or reinstalled. C. Remove and Salvage: Detach or dismantle items from existing construction in a manner to prevent damage. Clean, package, label and deliver salvaged items to Owner in ready-for-reuse condition. D. Remove and Reinstall: Detach or dismantle items from existing construction in a manner to prevent damage. Clean and prepare for reuse and reinstall where indicated. E. Existing to Remain: Designation for existing items that are not to be removed and that are not otherwise indicated to be salvaged or reinstalled. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMOLITION 024100 - 2 1.4 REFERENCE STANDARDS A. 29 CFR 1926 - Safety and Health Regulations for Construction Current Edition. 1.5 SUBMITTALS A. See Section 013000 - Administrative Requirements for submittal procedures. B. Site Plan: Indicate: 1. Areas for temporary construction and field offices. 2. Areas for temporary and permanent placement of removed materials. C. Project Record Documents: Accurately record actual locations of capped and active utilities and subsurface construction. PART 2 PRODUCTS - NOT USED PART 3 EXECUTION 3.1 GENERAL PROCEDURES AND PROJECT CONDITIONS A. Comply with applicable codes and regulations for demolition operations and safety of adjacent structures and the public. 1. Obtain required permits. 2. Take precautions to prevent catastrophic or uncontrolled collapse of structures to be removed; do not allow worker or public access within range of potential collapse of unstable structures. 3. Provide, erect, and maintain temporary barriers and security devices. 4. Conduct operations to minimize effects on and interference with adjacent structures and occupants. 5. Do not close or obstruct roadways or sidewalks without permits from authority having jurisdiction. 6. Conduct operations to minimize obstruction of public and private entrances and exits. Do not obstruct required exits at any time. Protect persons using entrances and exits from removal operations. 7. Obtain written permission from owners of adjacent properties when demolition equipment will traverse, infringe upon, or limit access to their property. B. Do not begin removal until receipt of notification to proceed from Owner. C. Protect existing structures and other elements to remain in place and not BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMOLITION 024100 - 3 removed. 1. Provide bracing and shoring. 2. Prevent movement or settlement of adjacent structures. 3. Stop work immediately if adjacent structures appear to be in danger. D. Hazardous Materials: 1. Hazardous Materials: Comply with 29 CFR 1926 and state and local regulations. 3.2 EXISTING UTILITIES A. Coordinate work with utility companies. Notify utilities before starting work, comply with their requirements, and obtain required permits. B. Protect existing utilities to remain from damage. C. Do not disrupt public utilities without permit from authority having jurisdiction. D. Do not close, shut off, or disrupt existing life safety systems that are in use without at least 7 days prior written notification to Owner. E. Do not close, shut off, or disrupt existing utility branches or take-offs that are in use without at least 3 days prior written notification to Owner. F. Locate and mark utilities to remain; mark using highly visible tags or flags, with identification of utility type; protect from damage due to subsequent construction, using substantial barricades if necessary. G. Remove exposed piping, valves, meters, equipment, supports, and foundations of disconnected and abandoned utilities. 3.3 SELECTIVE DEMOLITION FOR ALTERATIONS A. Existing construction and utilities indicated on drawings are based on casual field observation and existing record documents only. 1. Verify construction and utility arrangements are as indicated. 2. Report discrepancies to Engineer before disturbing existing installation. 3. Beginning of demolition work constitutes acceptance of existing conditions that would be apparent upon examination prior to starting demolition. B. Maintain weatherproof exterior building enclosure, except for interruptions required for replacement or modifications; prevent water and humidity damage. BOZEMAN PUBLIC LIBRARY – BOILER REPLACEMENT Bozeman, Montana DEMOLITION 024100 - 4 C. Remove existing work as indicated and required to accomplish new work. 1. Remove items indicated on drawings. D. Services including, but not limited to, HVAC, Plumbing, Fire Protection, Electrical, and Telecommunications: Remove existing systems and equipment as indicated. 1. Maintain existing active systems to remain in operation and maintain access to equipment and operational components. 2. Where existing active systems serve occupied facilities but are to be replaced with new services, maintain existing systems in service until new systems are complete and ready for service. 3. Verify that abandoned services serve only abandoned facilities before removal. 4. Remove abandoned pipe, ducts, conduits, and equipment, including those above accessible ceilings. Remove back to source of supply where possible, otherwise cap stub and tag with identification. E. Protect existing work to remain. 1. Prevent movement of structure. Provide shoring and bracing as required. 2. Perform cutting to accomplish removal work neatly and as specified for cutting new work. 3. Repair adjacent construction and finishes damaged during removal work. 4. Patch to match new work. 3.4 DEBRIS AND WASTE REMOVAL A. Remove debris, junk, and trash from site. B. Leave site in clean condition, ready for subsequent work. C. Clean up spillage and wind-blown debris from public and private lands. END OF SECTION 1 PROJECT:APPLICATION NO: : PERIOD TO:: CONTRACT FOR:: VIA CONTRACT DATE:: ARCHITECT:PROJECT NOS://: a.0 $0.00 )= b.0 day of $0.00 )= $0.00Total Retainage (Lines 5a + 5b or Total in Column I of G703)………………………….. $0.00 $0.00 State of: Subscribed and sworn to before % of Stored Material (Column D + E on G703: me this County of: ARCHITECT'S CERTIFICATE FOR PAYMENT $0.00 (Line 4 Less Line 5 Total) $0.006. TOTAL EARNED LESS RETAINAGE……………………………………………. $0.00 My Commission expires: Notary Public: This Certificate is not negotiable. The AMOUNT CERTIFIED is payable only to the Contractor named herein. Issuance, payment and acceptance of payment are without prejudice to any rights of the Owner or Contractor under this Contract. By: ARCHITECT: AMOUNT CERTIFIED………………………………………………………………… Date: $0.00 (Attach explanation if amount certified differs from the amount applied. Initial all figures on this Application and on the Continuation Sheet that are changed to conform with the amount certified.) 7. LESS PREVIOUS CERTIFICATES FOR PAYMENT……………………………….. In accordance with the Contract Documents, based on on-site observations and the data comprising this application, the Architect certifies to the Owner that to the best of the Architect's knowledge, information and belief the Work has progressed as indicated, the quality of the Work is in accordance with the Contract Documents, and the Contractor is entitled to payment of the AMOUNT CERTIFIED.9. BALANCE TO FINISH, INCLUDING RETAINAGE AIA® Document G702™ – 1992 Application and Certificate for Payment FROM TO OWNER: OWNER ARCHITECT CONTRACTOR Distribution to: A&E Architects, P.C.FIELD 001 General Construction CONTRACTOR'S APPLICATION FOR PAYMENT CONTRACTOR: $0.00 CONTRACTOR: 124 North 29th Street Billings, MT 59101 $0.00 The undersigned Contractor certifies that to the best of the Contractor's knowledge, information and belief the Work covered by this Application for Payment has been completed in accordance with the Contract Documents, that all amounts have been paid by the Contractor for Work for which previous Certificates for Payment were issued and payments received from the Owner, and that current payment shown herein is now due. Date:By: $0.00 Application is made for payment, as shown below, in connection with the Contract. Continuation Sheet, AIA Document G703, is attached. TOTALS Total changes approved in previous months by Owner $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 NET CHANGES by Change Order $0.00 (Line 3 less Line 6) Total approved this Month $0.00 (Line 6 from prior Certificate) DEDUCTIONSADDITIONS $0.00 8. CURRENT PAYMENT DUE……………………………………………………… CHANGE ORDER SUMMARY 4. TOTAL COMPLETED & STORED TO DATE (Column G on G703)………………. 5. RETAINAGE: (Column F on G703: 1. ORIGINAL CONTRACT SUM……………………………………………………… 2. NET CHANGE BY CHANGE ORDERS………………………………………………………….. 3. CONTRACT SUM TO DATE (Line 1 ± 2) ……………………………………….. % of Completed Work 1 A B C D E F H I FROM PREVIOUS APPLICATION (D + E) THIS PERIOD 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 GRAND TOTAL 0.00 0.00 0.00 0.00 0.00 0.00%0.00 0.00 RETAINAGE (IF VARIABLE RATE) BALANCE TO FINISH (C - G) % (G ÷ C) ARCHITECT'S PROJECT NO: AIA® Document G703™ – 1992 APPLICATION NO: Continuation Sheet AIA Document, G702TM–1992, Application and Certification for Payment, or G736 TM–2009, Project Application and Project Certificate for Payment, Construction Manager as Adviser Edition, containing Contractor's signed certification is attached. In tabulations below, amounts are in US dollars. Use Column I on Contracts where variable retainage for line items may apply. APPLICATION DATE: 001 PERIOD TO: ITEM NO. SCHEDULED VALUE WORK COMPLETED DESCRIPTION OF WORK TOTAL COMPLETED AND STORED TO DATE (D + E + F) MATERIALS PRESENTLY STORED (NOT IN D OR E) GLabel 10Applicat Application Period To: LLLLC. G. AIA® Document G716TM – 2004 Request for Information (“RFI”) AIA Document G716™ – 2004. Copyright © 2004 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. This draft was produced by AIA software at 08:54:45 on 09/10/2012 under Order No.3192892183_1 which expires on 07/28/2013, and is not for resale. User Notes: (1937198150) 1 TO: Alan Godfrey, AIA A&E Architects, P.C. 124 North 29th Street, Suite 100 Billings, MT 59101 FROM: ISSUE DATE: RFI No.001PROJECT: Billings Clinic Project 2800 10th Ave North Billings, MT 59101 REQUESTED REPLY DATE: PROJECT NUMBERS: / COPIES TO: RFI DESCRIPTION: (Fully describe the question or type of information requested.) REFERENCES/ATTACHMENTS: (List specific documents researched when seeking the information requested.) SPECIFICATIONS:DRAWINGS:OTHER: SENDER’S RECOMMENDATION: (If RFI concerns a site or construction condition, the sender may provide a recommended solution, including cost and/or schedule considerations.) RECEIVER’S REPLY: (Provide answer to RFI, including cost and/or schedule considerations.) BY DATE COPIES TO Note: This reply is not an authorization to proceed with work involving additional cost, time or both. If any reply requires a change to the Contract Documents, a Change Order, Construction Change Directive or a Minor Change in the work must be executed in accordance with the Contract Documents. Document G701TM – 2017 Change Order AIA Document G701™ – 2017. Copyright © 1979, 1987, 2000, 2001 and 2017 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel, copyright@aia.org. PROJECT: (name and address) CONTRACT INFORMATION:CHANGE ORDER INFORMATION: Contract For: Change Order Number: Date: Date: OWNER: (name and address) ARCHITECT: (name and address) CONTRACTOR: (name and address) THE CONTRACT IS CHANGED AS FOLLOWS: (Insert a detailed description of the change and, if applicable, attach or reference specific exhibits. Also include agreed upon adjustments attributable to executed Construction Change Directives.) The original (Contract Sum) (Guaranteed Maximum Price) was $ The net change by previously authorized Change Orders $ The (Contract Sum) (Guaranteed Maximum Price) prior to this Change Order was $ The (Contract Sum) (Guaranteed Maximum Price) will be (increased) (decreased) (unchanged) $ by this Change Order in the amount of The new (Contract Sum) (Guaranteed Maximum Price), including this Change Order, will be $ The Contract Time will be (increased) (decreased) (unchanged) by ( ) days. The new date of Substantial Completion will be NOTE: This Change Order does not include adjustments to the Contract Sum or Guaranteed Maximum Price, or the Contract Time, that have been authorized by Construction Change Directive until the cost and time have been agreed upon by both the Owner and Contractor, in which case a Change Order is executed to supersede the Construction Change Directive. NOT VALID UNTIL SIGNED BY THE ARCHITECT, CONTRACTOR AND OWNER. ARCHITECT (Firm name) CONTRACTOR (Firm name) OWNER (Firm name) SIGNATURE SIGNATURE SIGNATURE PRINTED NAME AND TITLE PRINTED NAME AND TITLE PRINTED NAME AND TITLE DATE DATE DATE Document G709™ – 2018 Proposal Request AIA Document G709 – 2018. Copyright © 1993, 2001 and 2018. All rights reserved. “The American Institute of Architects,” “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are trademarks of The American Institute of Architects. This document was produced at 16:17:27 MT on 11/16/2023 under Order No.4104239707 which expires on 02/06/2024, 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 docinfo@aiacontracts.com. User Notes: (3B9ADA5F) 1 PROJECT: (name and address)CONTRACT INFORMATION:Architect’s Project Number: Contract For: Proposal Request Number: 001 Date: Proposal Request Date: OWNER: (name and address)ARCHITECT: (name and address)CONTRACTOR: (name and address) The Owner requests an itemized proposal for changes to the Contract Sum and Contract Time for proposed modifications to the Contract Documents described herein. The Contractor shall submit this proposal within Zero (0) days or notify the Architect in writing of the anticipated date of submission. (Insert a detailed description of the proposed modifications to the Contract Documents and, if applicable, attach or reference specific exhibits.) THIS IS NOT A CHANGE ORDER, A CONSTRUCTION CHANGE DIRECTIVE, OR A DIRECTION TO PROCEED WITH THE WORK DESCRIBED IN THE PROPOSED MODIFICATIONS. REQUESTED BY THE ARCHITECT: PRINTED NAME AND TITLE Document G710™ – 2017 Architect's Supplemental Instructions AIA Document G710™ – 2017. Copyright © 1979, 1992 and 2017 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel, copyright@aia.org. PROJECT: (name and address) CONTRACT INFORMATION:ASI INFORMATION:  Contract For: ASI Number: Date: Date: OWNER: (name and address) ARCHITECT: (name and address)CONTRACTOR: (name and address) The Contractor shall carry out the Work in accordance with the following supplemental instructions without change in Contract Sum or Contract Time. Proceeding with the Work in accordance with these instructions indicates your acknowledgment that there will be no change in the Contract Sum or Contract Time. (Insert a detailed description of the Architect’s supplemental instructions and, if applicable, attach or reference specific exhibits.) ISSUED BY THE ARCHITECT: ARCHITECT (Firm name) SIGNATURE PRINTED NAME AND TITLE DATE Document G714™ – 2017 Construction Change Directive AIA Document G714™ – 2017. Copyright © 1987, 2001, 2007 and 2017 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel, copyright@aia.org. PROJECT: (name and address) CONTRACT INFORMATION:CCD INFORMATION:  Contract For:Directive Number:   Date:Date: OWNER: (name and address) ARCHITECT:(name and address)CONTRACTOR: (name and address) The Contractor is hereby directed to make the following change(s) in this Contract: (Insert a detailed description of the change and, if applicable, attach or reference specific exhibits.) PROPOSED ADJUSTMENTS 1.The proposed basis of adjustment to the Contract Sum or Guaranteed Maximum Price: □Lump Sum (increase) (decrease) of $ □Unit Price of $ per □Cost, as defined below, plus the following fee: (Insert a definition of, or method for determining, cost) □As follows: 2.The Contract Time is proposed to (be adjusted) (remain unchanged). The proposed adjustment, if any, is (an increase of days) (a decrease of days). NOTE: The Owner, Architect and Contractor should execute a Change Order to supersede this Construction Change Directive to the extent they agree upon adjustments to the Contract Sum, Contract Time, or Guaranteed Maximum price for the change(s) described herein. When signed by the Owner and Architect and received by the Contractor, this document becomes effective IMMEDIATELY as a Construction Change Directive (CCD), and the Contractor shall proceed with the change(s) described above. Contractor signature indicates agreement with the proposed adjustments in Contract Sum and Contract Time set forth in this CCD. ARCHITECT (Firm name) OWNER (Firm name) CONTRACTOR (Firm name) SIGNATURE SIGNATURE SIGNATURE PRINTED NAME AND TITLE PRINTED NAME AND TITLE PRINTED NAME AND TITLE DATE DATE DATE Document G704TM – 2017 Certificate of Substantial Completion AIA Document G704™ – 2017. Copyright © 1963, 1978, 1992, 2000 and 2017 by The American Institute of Architects. All rights reserved. WARNING: This AIA® Document is protected by U.S. Copyright Law and International Treaties. Unauthorized reproduction or distribution of this AIA® Document, or any portion of it, may result in severe civil and criminal penalties, and will be prosecuted to the maximum extent possible under the law. To report copyright violations of AIA Contract Documents, e-mail The American Institute of Architects’ legal counsel, copyright@aia.org. PROJECT: (name and address) CONTRACT INFORMATION:CERTIFICATE INFORMATION: Contract For: Certificate Number: Date: Date: OWNER: (name and address) ARCHITECT: (name and address) CONTRACTOR: (name and address) The Work identified below has been reviewed and found, to the Architect’s best knowledge, information, and belief, to be substantially complete. Substantial Completion is the stage in the progress of the Work when the Work or designated portion is sufficiently complete in accordance with the Contract Documents so that the Owner can occupy or utilize the Work for its intended use. The date of Substantial Completion of the Project or portion designated below is the date established by this Certificate. (Identify the Work, or portion thereof, that is substantially complete.) ARCHITECT (Firm Name) SIGNATURE PRINTED NAME AND TITLE DATE OF SUBSTANTIAL COMPLETION WARRANTIES The date of Substantial Completion of the Project or portion designated above is also the date of commencement of applicable warranties required by the Contract Documents, except as stated below: (Identify warranties that do not commence on the date of Substantial Completion, if any, and indicate their date of commencement.) WORK TO BE COMPLETED OR CORRECTED A list of items to be completed or corrected is attached hereto, or transmitted as agreed upon by the parties, and identified as follows: (Identify the list of Work to be completed or corrected.) The failure to include any items on such list does not alter the responsibility of the Contractor to complete all Work in accordance with the Contract Documents. Unless otherwise agreed to in writing, the date of commencement of warranties for items on the attached list will be the date of issuance of the final Certificate of Payment or the date of final payment, whichever occurs first. The Contractor will complete or correct the Work on the list of items attached hereto within ( ) days from the above date of Substantial Completion. Cost estimate of Work to be completed or corrected: $ The responsibilities of the Owner and Contractor for security, maintenance, heat, utilities, damage to the Work, insurance, and other items identified below shall be as follows: (Note: Owner’s and Contractor’s legal and insurance counsel should review insurance requirements and coverage.) The Owner and Contractor hereby accept the responsibilities assigned to them in this Certificate of Substantial Completion: CONTRACTOR (Firm Name) SIGNATURE PRINTED NAME AND TITLE DATE OWNER (Firm Name) SIGNATURE PRINTED NAME AND TITLE DATE Document G707™ – 1994 Consent Of Surety to Final Payment AIA Document G707™ – 1994. Copyright © 1982 and 1994 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 12:31:33 MT on 01/11/2022 under Order No.2114277448 which expires on 02/06/2023, 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: (3B9ADA5A) 1 PROJECT: (Name and address)ARCHITECT’S PROJECT NUMBER: CONTRACT FOR: TO OWNER: (Name and address)CONTRACT DATED: OWNER: ARCHITECT: CONTRACTOR: SURETY: OTHER: In accordance with the provisions of the Contract between the Owner and the Contractor as indicated above, the (Insert name and address of Surety) , SURETY, on bond of (Insert name and address of Contractor) , CONTRACTOR, hereby approves of the final payment to the Contractor, and agrees that final payment to the Contractor shall not relieve the Surety of any of its obligations to (Insert name and address of Owner) , OWNER, as set forth in said Surety's bond. IN WITNESS WHEREOF, the Surety has hereunto set its hand on this date: (Insert in writing the month followed by the numeric date and year.) (Surety) (Signature of authorized representative) Attest: (Seal):(Printed name and title) MONTANA PREVAILING WAGE RATES FOR BUILDING CONSTRUCTION SERVICES 2025 Effective: January 11, 2025 Greg Gianforte, Governor State of Montana Sarah Swanson, Commissioner Department of Labor & Industry To obtain copies of prevailing wage rate schedules, or for information relating to public works projects and payment of prevailing wage rates, visit ESD at erd.dli.mt.gov/labor-standards or contact: Employment Standards Division Montana Department of Labor and Industry P. O. Box 8011 Helena, MT 59604 Phone 406-444-6543 The department welcomes questions, comments, and suggestions from the public. In addition, we’ll do our best to provide information in an accessible format, upon request, in compliance with the Americans with Disabilities Act. MONTANA PREVAILING WAGE REQUIREMENTS The Commissioner of the Department of Labor and Industry, in accordance with Sections 18-2-401 and 18-2-402 of the Montana Code Annotated (MCA), has determined the standard prevailing rate of wages for the occupations listed in this publication. The wages specified herein control the prevailing rate of wages for the purposes of Section 18-2-401, et seq., MCA. It is required each employer pay (as a minimum) the rate of wages, including fringe benefits, travel allowance, zone pay and per diem applicable to the district in which the work is being performed as provided in the attached wage determinations. All Montana Prevailing Wage Rates are available on the internet at https://erd.dli.mt.gov/labor-standards/state-prevailing-wage- rates or by contacting the department at (406) 444-6543. In addition, this publication provides general information concerning compliance with Montana’s Prevailing Wage Law and the payment of prevailing wages. For detailed compliance information relating to public works contracts and payment of prevailing wage rates, please consult the regulations on the internet at erd.dli.mt.gov/labor-standards or contact the department at (406) 444-6543. SARAH SWANSON Commissioner Department of Labor and Industry State of Montana 2 TABLE OF CONTENTS MONTANA PREVAILING WAGE REQUIREMENTS: WAGE RATES: A.Date of Publication ………………………………………………………………………………………………………………........................................................ 3 B.Definition of Building Construction ………………………………………………………………………………………........................................................ 3 C.Definition of Public Works Contract …………………………………………………………………………………………………………………….……............... 3 D.Prevailing Wage Schedule ……………………………………………………………………………………………………………………………………………........... 3 E.Rates to Use for Projects ……………………………………………………………………………………………………………………………………………….......... 3 F.Wage Rate Adjustments for Multiyear Contracts ………………………………………………………………………………….……………………….......... 3 G.Fringe Benefits ……………………………………………………………………………………………………………………………………………………..………........... 4 H.Prevailing Wage Districts ……………………………………………………………………………………………………………………………………………….......... 4 I.Dispatch City …………………………………………………………………………………………………………………………………………………..…………….......... 5 J.Zone Pay ……………………………………………………………………………………………………………………………………………………….……………............. 5 K.Computing Travel Benefits ……………………………………………………………………………………………………………………………………………........... 5 L.Per Diem …………………………………………………………………………………………………………………………………………………….………………............. 5 M.Apprentices …………………………………………………………………………………………………………………………………………………………………............. 5 N.Posting Notice of Prevailing Wages …………………………………………………………………………………………………………..…………………........... 5 O.Employment Preference …………………………………………………………………………………………………………………………………..……................... 5 P.Projects of a Mixed Nature ......................................................................................................................................................................... 6 Q.Occupations Definitions Website ……………………………………………………………………………....................................................………......... 6 R.Welder Rates ……………………………………………………………………………………………………………………............................................................ 6 S.Foreman Rates …………………………………………………………………………………………………………………........................................................... 6 BOILERMAKERS ………………………………………………………………………………………………………………………............................................................................ 7 BRICK, BLOCK, AND STONE MASONS ………………………………………………………………………………………............................................................................ 7 CARPENTERS …………………………………………………………………………………………………………………………................................................................................ 7 CARPET INTALLERS ………………………………………………………………………………..................................................................................................................... 8 CEMENT MASONS AND CONCRETE FINISHERS ……………………………………………………………………………………………………………….………………................ 8 CONSTRUCTION EQUIPMENT OPERATORS OPERATORS GROUP 1 ………………………………………………………………………………………………………….............................................................................. 8 OPERATORS GROUP 2 ……………………………………………………………………………………………………………............................................................................ 9 OPERATORS GROUP 3 ……………………………………………………………………………………………………………............................................................................ 9 OPERATORS GROUP 4 ……………………………………………………………………………………………………………............................................................................ 10 OPERATORS GROUP 5 ……………………………………………………………………………………………………………............................................................................ 10 OPERATORS GROUP 6 ……………………………………………………………………………………………………………............................................................................ 10 OPERATORS GROUP 7 ……………………………………………………………………………………………………………............................................................................ 11 CONSTRUCTION LABORERS LABORERS GROUP 1 …………………………………………………………………………………………………………….............................................................................. 11 LABORERS GROUP 2 …………………………………………………………………………………………………………….............................................................................. 11 LABORERS GROUP 3 …………………………………………………………………………………………………………….............................................................................. 12 LABORERS GROUP 4 …………………………………………………………………………………………………………….............................................................................. 12 DRYWALL APPLICATORS ……………………………………………………………………………………………………………............................................................................ 12 ELECTRICIANS: INCLUDING BUILDING AUTOMATION CONTROL …………………………………………………………….................................................................. 13 ELEVATOR CONSTRUCTORS ………………………………………………………………………………………………………........................................................................... 13 FLOOR LAYERS ……………………………………………………………………………………………………………………….............................................................................. 14 GLAZIERS ……………………………………………………………………………………………………………………………….............................................................................. 14 HEATING AND AIR CONDITIONING …………………………………………………………………………………………………......................................................................... 14 INSULATION WORKERS - MECHANICAL (HEAT AND FROST) ………………………………………………………………..................................................................... 14 IRONWORKERS - REINFORCING IRON AND REBAR WORKERS …………………………………………………………….................................................................... 15 IRONWORKERS - STRUCTURAL IRON AND REBAR WORKERS …………………………………………………………………………………………………………………………. 15 MILLWRIGHTS ………………………………………………………………………………………………………………………….............................................................................. 15 PAINTERS: INCLUDING PAPERHANGERS ………………………...………………………………………………………………....................................................................... 15 PILE BUCKS ……………………………………………………………………………………………………………………………............................................................................... 16 PILOT CAR DRIVERS ……………………………………………………………………………………………………………………………………………………………………………………. PLASTERERS …………………………………………………………………………………………………………………………................................................................................ 16 PLUMBERS, PIPEFITTERS, AND STEAMFITTERS ………………………………………………………………………………...................................................................... 17 ROOFERS ………………………………………………………………………………………………………………………………................................................................................ 18 SHEET METAL WORKERS ……………………………………………………………………………………………………………......................................................................... 18 SOLAR PHOTOVOLTAIC INSTALLERS ................................................................................................................................................................................... 19 SPRINKLER FITTERS ………………………………………………………………………………………………................................................................................................. 20 TAPERS …………………………………………………………………………………………………………………………………............................................................................. 20 TELECOMMUNICATIONS EQUIPMENT INSTALLERS ……………………………………………………………………………..................................................................... 21 TERRAZZO WORKERS AND FINISHERS .............................................................................................................................................................................. 21 TILE AND STONE SETTERS …………………………………………………………………………………………………………………………........................................................ 21 TRUCK DRIVERS …………………………………………………………………………………………………………………………......................................................................... 22 3 A.Date of Publication January 13, 2025 B.Definition of Building Construction For the purposes of Prevailing Wage, the Commissioner of Labor and Industry has determined that building construction occupations are defined to be those performed by a person engaged in a recognized trade or craft, or any skilled, semi-skilled, or unskilled manual labor related to the construction, alteration, or repair of a public building or facility, and does not include engineering, superintendence, management, office or clerical work. The Administrative Rules of Montana (ARM), 24.17.501(2) – 2(c), states “Building construction projects generally are the constructions of sheltered enclosures with walk-in access for housing persons, machinery, equipment, or supplies. It includes all construction of such structures, incidental installation of utilities and equipment, both above and below grade level, as well as incidental grading, utilities and paving. Examples of building construction include, but are not limited to, alterations and additions to buildings, apartment buildings (5 stories and above), arenas (closed), auditoriums, automobile parking garages, banks and financial buildings, barracks, churches, city halls, civic centers, commercial buildings, court houses, detention facilities, dormitories, farm buildings, fire stations, hospitals, hotels, industrial buildings, institutional buildings, libraries, mausoleums, motels, museums, nursing and convalescent facilities, office buildings, out-patient clinics, passenger and freight terminal buildings, police stations, post offices, power plants, prefabricated buildings, remodeling buildings, renovating buildings, repairing buildings, restaurants, schools, service stations, shopping centers, stores, subway stations, theaters, warehouses, water and sewage treatment plants (buildings only), etc.” C. Definition of Public Works Contract Section 18-2-401(11)(a), MCA defines “public works contract” as “…a contract for construction services let by the state, county, municipality, school district, or political subdivision or for nonconstruction services let by the state, county, municipality, or political subdivision in which the total cost of the contract is in excess of $25,000…”. D. Prevailing Wage Schedule This publication covers only Building Construction occupations and rates. These rates will remain in effect until superseded by a more current publication. Current prevailing wage rate schedules for Heavy Construction, Highway Construction, and Nonconstruction Services occupations can be found on the internet at https://erd.dli.mt.gov/labor- standards/state-prevailing-wage-rates/ or by contacting the department at (406) 444-6543. E. Rates to Use for Projects ARM, 24.17.127(1)(c), states “The wage rates applicable to a particular public works project are those in effect at the time the bid specifications are advertised.” F. Wage Rate Adjustments for Multiyear Contracts Section 18-2-417, MCA states: “(1) Any public works contract that by the terms of the original contract calls for more than 30 months to fully perform must include a provision to adjust, as provided in subsection (2), the standard prevailing rate of wages to be paid to the workers performing the contract. (2) The standard prevailing rate of wages paid to workers under a contract subject to this section must be adjusted 12 months after the date of the award of the public works contract. The amount of the adjustment must be a 3% increase. The adjustment must be made and applied every 12 months for the term of the contract. (3) Any increase in the standard rate of prevailing wages for workers under this section is the sole responsibility of the contractor and any subcontractors and not the contracting agency.” 4 G. Fringe Benefits Section 18-2-412, MCA states: “(1) To fulfill the obligation...a contractor or subcontractor may: (a)pay the amount of fringe benefits and the basic hourly rate of pay that is part of the standard prevailing rate of wages directly to the worker or employee in cash; (b)make an irrevocable contribution to a trustee or a third person pursuant to a fringe benefit fund, plan, or program that meets the requirements of the Employee Retirement Income Security Act of 1974 or that is a bona fide program approved by the U. S. department of labor; or (c)make payments using any combination of methods set forth in subsections (1)(a) and (1)(b) so that the aggregate of payments and contributions is not less than the standard prevailing rate of wages, including fringe benefits and travel allowances, applicable to the district for the particular type of work being performed. (2)The fringe benefit fund, plan, or program described in subsection (1)(b) must provide benefits to workers or employees for health care, pensions on retirement or death, life insurance, disability and sickness insurance, or bona fide programs that meet the requirements of the Employee Retirement Income Security Act of 1974 or that are approved by the U. S. department of labor.” Fringe benefits are paid for all hours worked (straight time and overtime hours). However, fringe benefits are not to be considered a part of the hourly rate of pay for calculating overtime, unless there is a collectively bargained agreement in effect that specifies otherwise. H.Prevailing Wage Districts Montana counties are aggregated into 4 districts for the purpose of prevailing wage. The prevailing wage districts are composed of the following counties: 5 I. Dispatch City ARM, 24.17.103(11), defines dispatch city as “...the courthouse in the city from the following list which is closest to the center of the job: Billings, Bozeman, Butte, Great Falls, Helena, Kalispell, Miles City, Missoula and Sidney.” A dispatch city shall be considered the point of origin only for jobs within the counties identified in that district (as shown below): District 1 – Kalispell and Missoula: includes Flathead, Lake, Lincoln, Mineral, Missoula, Ravalli, and Sanders; District 2 – Butte and Helena: includes Beaverhead, Broadwater, Deer Lodge, Glacier, Granite, Jefferson, Lewis and Clark, Liberty, Madison, Pondera, Powell, Silver Bow, Teton, and Toole; District 3 – Bozeman and Great Falls: includes Blaine, Cascade, Chouteau, Fergus, Gallatin, Golden Valley, Hill, Judith Basin, Meagher, Park, Petroleum, Phillips, Sweet Grass, and Wheatland; District 4 – Billings, Miles City and Sidney: includes Big Horn, Carbon, Carter, Custer, Daniels, Dawson, Fallon, Garfield, McCone, Musselshell, Powder River, Prairie, Richland, Roosevelt, Rosebud, Sheridan, Stillwater, Treasure, Valley, Wibaux, and Yellowstone. J.Zone Pay Zone pay is not travel pay. ARM, 24.17.103(25), defines zone pay as “...an amount added to the base pay; the combined sum then becomes the new base wage rate to be paid for all hours worked on the project. Zone pay must be determined by measuring the road miles one way over the shortest practical maintained route from the dispatch city to the center of the job.” See section I above for a list of dispatch cities. K.Computing Travel Benefits ARM, 24.17.103(23), states “ ‘Travel pay,’ also referred to as ‘travel allowance,’ is and must be paid for travel both to and from the job site, except those with special provisions listed under the classification. The rate is determined by measuring the road miles one direction over the shortest practical maintained route from the dispatch city or the employee's home, whichever is closer, to the center of the job.” See section I above for a list of dispatch cities. L.Per Diem ARM, 24.17.103(19), states “ ‘Per diem’ typically covers costs associated with board and lodging expenses. Per diem is paid when an employee is required to work at a location outside the daily commuting distance and is required to stay at that location overnight or longer.” M.Apprentices Wage rates for apprentices registered in approved federal or state apprenticeship programs are contained in those programs. Additionally, Section 18-2-416(2), MCA states “…The full amount of any applicable fringe benefits must be paid to the apprentice while the apprentice is working on the public works contract.” Apprentices not registered in approved federal or state apprenticeship programs will be paid the appropriate journey level prevailing wage rate when working on a public works contract. N.Posting Notice of Prevailing Wages Section 18-2-406, MCA provides that contractors, subcontractors and employers who are “…performing work or providing construction services under public works contracts, as provided in this part, shall post in a prominent and accessible site on the project or staging area, not later than the first day of work and continuing for the entire duration of the project, a legible statement of all wages and fringe benefits to be paid to the employees.” O.Employment Preference Sections 18-2-403 and 18-2-409, MCA requires contractors to give preference to the employment of bona fide Montana residents in the performance of work on public works contracts. 6 P. Projects of a Mixed Nature Section 18-2-418, MCA states: “(1) The contracting agency shall determine, based on the preponderance of labor hours to be worked, whether the public works construction services project is classified as a highway construction project, a heavy construction project, or a building construction project. (2) Once the project has been classified, employees in each trade classification who are working on that project must be paid at the rate for that project classification” Q. Occupations Definitions You can find definitions for these occupations on the following Bureau of Labor Statistics website: http://www.bls.gov/oes/current/oes_stru.htm R. Welder Rates Welders receive the rate prescribed for the craft performing an operation to which welding is incidental. S. Foreman Rates Rates are no longer set for foremen. However, if a foreman performs journey level work, the foreman must be paid at least the journey level rate. 7 WAGE RATES BOILERMAKERS No Rate Established Duties Include: Construct, assemble, maintain, and repair stationary steam boilers, boiler house auxiliaries, process vessels, and pressure vessels. ↑ Back to Table of Contents BRICK, BLOCK, AND STONE MASONS Wage Benefit District 1 $33.81 $18.06 District 2 $33.81 $18.06 District 3 $33.81 $18.06 District 4 $33.81 $18.06 Zone Pay: All Districts 0-70 mi. free zone >70-90 mi. $60.00/day >90 mi. $80.00/day ↑ Back to Table of Contents CARPENTERS Wage Benefit District 1 $30.24 $14.33 District 2 $30.24 $14.33 District 3 $30.24 $14.33 District 4 $30.24 $14.33 Duties Include: Install roll and batt insulation, and hardwood floors. Zone Pay: All Districts 0-30 mi. free zone >30-60 mi. base pay + $4.00/hr. >60 mi. base pay + $6.00/hr. ↑ Back to Table of Contents CARPET INSTALLERS No Rate Established Duties Include: Lay and install carpet from rolls or blocks on floors. Install padding and trim flooring materials. ↑ Back to Table of Contents 8 CEMENT MASONS AND CONCRETE FINISHERS Wage Benefit District 1 $37.54 $17.04 District 2 $37.54 $17.04 District 3 $37.54 $17.04 District 4 $26.39 $17.04 Duties Include: Smooth and finish surfaces of poured concrete, such as floors, walks, sidewalks, or curbs. Align forms for sidewalks, curbs, or gutters. Zone Pay: All Districts 0-30 mi free zone 30-60 mi base pay+2.95/hr. >60 mi base pay+4.75/hr. ↑ Back to Table of Contents CONSTRUCTION EQUIPMENT OPERATORS GROUP 1 Wage Benefit District 1 $27.20 $15.20 District 2 $30.03 $13.63 District 3 $32.36 $13.38 District 4 $32.36 $13.15 This group includes but is not limited to: Air Compressor; Auto Fine Grader; Belt Finishing; Boring Machine (Small); Cement Silo; Crane, A-Frame Truck Crane; Crusher Conveyor; DW-10, 15, and 20 Tractor Roller; Farm Tractor; Forklift; Form Grader; Front-End Loader, under 1 cu. yd; Oiler, Herman Nelson Heater; Mucking Machine; Oiler, All Except Cranes/Shovels; Pumpman. Travel Pay District 1 0-45 mi. free zone >45-85 mi. $60.00/day >85 mi. $90.00/day Zone Pay District 2 0-30 mi. free zone >30-60 mi. base pay + $3.50/hr. >60 mi. base pay + $5.50/hr. Districts 3 and 4 0-30 mi. free zone >30-60 mi. base pay + $3.05/hr. >60 mi. base pay + $4.85/hr. ↑ Back to Table of Contents 9 CONSTRUCTION EQUIPMENT OPERATORS GROUP 2 Wage Benefit District 1 $30.82 $13.55 District 2 $31.76 $13.42 District 3 $31.40 $14.15 District 4 $28.60 $11.70 This group includes but is not limited to: Air Doctor; Backhoe\Excavator\Shovel, up to and incl. 3 cu. yds; Bit Grinder; Bitunimous Paving Travel Plant; Boring Machine, Large; Broom, Self-Propelled; Concrete Travel Batcher; Concrete Float & Spreader; Concrete Bucket Dispatcher; Concrete Finish Machine; Concrete Conveyor; Distributor; Dozer, Rubber-Tired, Push, & Side Boom; Elevating Grader\Gradall; Field Equipment Serviceman; Front-End Loader, 1 cu. yd up to and incl. 5 cu. yds; Grade Setter; Heavy Duty Drills, All Types; Hoist\Tugger, All; Hydralift Forklifts & Similar; Industrial Locomotive; Motor Patrol (except finish); Mountain Skidder; Oiler, Cranes\Shovels; Pavement Breaker, EMSCO; Power Saw, Self-Propelled; Pugmill; Pumpcrete\Grout Machine; Punch Truck; Roller, other than Asphalt; Roller, Sheepsfoot (Self- Propelled); Roller, 25 tons and over; Ross Carrier; Rotomill, under 6 ft; Trenching Machine; Washing /Screening Plant. Travel Pay District 1 0-45 mi. free zone >45-85 mi. $60.00/day >85 mi. $90.00/day Zone Pay District 2 0-30 mi. free zone >30-60 mi. base pay + $3.50/hr. >60 mi. base pay + $5.50/hr. Districts 3 and 4 0-30 mi. free zone >30-60 mi. base pay + $3.05/hr. >60 mi. base pay + $4.85/hr. ↑ Back to Table of Contents CONSTRUCTION EQUIPMENT OPERATORS GROUP 3 Wage Benefit District 1 $33.45 $12.53 District 2 $33.40 $13.65 District 3 $34.16 $13.82 District 4 $31.51 $13.88 This group includes but is not limited to: Asphalt Paving Machine; Asphalt Screed; Backhoe\Excavator\Shovel, over 3 cu. yds; Cableway Highline; Concrete Batch Plant; Concrete Curing Machine; Concrete Pump; Cranes, Creter; Cranes, Electric Overhead; Cranes, 24 tons and under; Curb Machine\Slip Form Paver; Finish Dozer; Front-End Loader, over 5 cu. yds; Mechanic\Welder; Pioneer Dozer; Roller Asphalt (Breakdown & Finish); Rotomill, over 6 ft; Scraper, Single, Twin, or Pulling Belly-Dump; YO-YO Cat Haul Truck, Articulating Trucks, Vac Truck. Travel Pay District 1 0-45 mi. free zone >45-85 mi. $60.00/day >85 mi. $90.00/day Zone Pay Districts 2 - 4 0-30 mi. free zone >30-60 mi. base pay + $3.50/hr. >60 mi. base pay + $5.50/hr. ↑ Back to Table of Contents 10 CONSTRUCTION EQUIPMENT OPERATORS GROUP 4 Wage Benefit District 1 $35.67 $13.45 District 2 $35.67 $13.75 District 3 $34.23 $14.31 District 4 $35.67 $14.34 This group includes but is not limited to: Asphalt\Hot Plant Operator; Cranes, 25 tons up to and incl. 44 tons; Crusher Operator; Finish Motor Patrol; Finish Scraper. Travel Pay District 1 0-45 mi. free zone >45-85 mi. $60.00/day >85 mi. $90.00/day Zone Pay Districts 2 - 4 0-30 mi. free zone >30-60 mi. base pay + $3.50/hr. >60 mi. base pay + $5.50/hr. ↑ Back to Table of Contents CONSTRUCTION EQUIPMENT OPERATORS GROUP 5 Wage Benefit District 1 $35.05 $14.76 District 2 $36.77 $14.95 District 3 $36.77 $15.02 District 4 $36.77 $15.11 This group includes but is not limited to: Cranes, 45 tons up to and incl. 74 tons. Travel Pay District 1 0-45 mi. free zone >45-85 mi. $60.00/day >85 mi. $90.00/day Zone Pay Districts 2 - 4 0-30 mi. free zone >30-60 mi. base pay + $3.50/hr. >60 mi. base pay + $5.50/hr. ↑ Back to Table of Contents CONSTRUCTION EQUIPMENT OPERATORS GROUP 6 Wage Benefit District 1 $37.86 $16.50 District 2 $37.86 $16.50 District 3 $37.86 $16.50 District 4 $37.20 $16.55 This group includes but is not limited to: Cranes, 75 tons up to and incl. 149 tons; Cranes, Whirley (All). Zone Pay: All Districts 0-30 mi. free zone >30-60 mi. base pay + $3.50/hr. >60 mi. base pay + $5.50/hr. ↑ Back to Table of Contents 11 CONSTRUCTION EQUIPMENT OPERATORS GROUP 7 Wage Benefit District 1 $38.96 $16.35 District 2 $38.96 $16.31 District 3 $38.96 $16.50 District 4 $38.96 $16.31 This group includes but is not limited to: Cranes, 150 tons up to and incl. 250 tons; Cranes, over 250 tons—add $1.00 for every 100 tons over 250 tons; Crane, Tower (All); Crane Stiff-Leg or Derrick; Helicopter Hoist. Zone Pay: All Districts 0-30 mi. free zone >30-60 mi. base pay + $3.50/hr. >60 mi. base pay + $5.50/hr. ↑ Back to Table of Contents CONSTRUCTION LABORERS GROUP 1/FLAG PERSON FOR TRAFFIC CONTROL Wage Benefit District 1 $24.55 $12.00 District 2 $24.55 $12.00 District 3 $24.55 $12.00 District 4 $24.55 $12.00 Zone Pay: All Districts 0-15 mi. free zone >15-30 mi. base pay + $0.65/hr. >30-50 mi. base pay + $0.85/hr. >50 mi. base pay + $1.25/hr. ↑ Back to Table of Contents CONSTRUCTION LABORERS GROUP 2 Wage Benefit District 1 $22.44 $7.71 District 2 $24.72 $11.38 District 3 $28.46 $12.00 District 4 $24.43 $9.44 This group includes but is not limited to: General Labor; Asbestos Removal; Burning Bar; Bucket Man; Carpenter Tender; Caisson Worker; Cement Mason Tender; Cement Handler (dry); Chuck Tender; Choker Setter; Concrete Worker; Curb Machine-lay Down; Crusher and Batch Worker; Heater Tender; Fence Erector; Landscape Laborer; Landscaper; Lawn Sprinkler Installer; Pipe Wrapper; Pot Tender; Powderman Tender; Rail and Truck Loaders and Unloaders; Riprapper; Sign Erection; Guardrail and Jersey Rail; Spike Driver; Stake Jumper; Signalman; Tail Hoseman; Tool Checker and Houseman and Traffic Control Worker. Zone Pay: All Districts 0-15 mi. free zone >15-30 mi. base pay + $0.65/hr. >30-50 mi. base pay + $0.85/hr. >50 mi. base pay + $1.25/hr. ↑ Back to Table of Contents 12 CONSTRUCTION LABORERS GROUP 3 Wage Benefit District 1 $25.55 $12.00 District 2 $25.55 $12.00 District 3 $25.55 $12.00 District 4 $25.55 $12.00 This group includes but is not limited to: Concrete Vibrator; Dumpman (Grademan); Equipment Handler; Geotextile and Liners; High-Pressure Nozzleman; Jackhammer (Pavement Breaker) Non-Riding Rollers; Pipelayer; Posthole Digger (Power); Power Driven Wheelbarrow; Rigger; Sandblaster; Sod Cutter-Power and Tamper. Zone Pay: All Districts 0-15 mi. free zone >15-30 mi. base pay + $0.65/hr. >30-50 mi. base pay + $0.85/hr. >50 mi. base pay + $1.25/hr. ↑ Back to Table of Contents CONSTRUCTION LABORERS GROUP 4 Wage Benefit District 1 $26.48 $11.57 District 2 $25.60 $12.00 District 3 $25.60 $12.00 District 4 $25.60 $12.00 This group includes but is not limited to: Hod Carrier***; Water Well Laborer; Blaster; Wagon Driller; Asphalt Raker; Cutting Torch; Grade Setter; High-Scaler; Power Saws (Faller & Concrete) Powderman; Rock & Core Drill; Track or Truck Mounted Wagon Drill and Welder incl. Air Arc. Zone Pay: All Districts 0-15 mi. free zone >15-30 mi. base pay + $0.65/hr. >30-50 mi. base pay + $0.85/hr. >50 mi. base pay + $1.25/hr. ***Hod Carriers will receive the same amount of travel and/or subsistence pay as bricklayers when requested to travel. ↑ Back to Table of Contents DRYWALL APPLICATORS No Rate Established Duties Include: Drywall and ceiling tile installation. No Zone Pay Established ↑ Back to Table of Contents 13 ELECTRICIANS: INCLUDING BUILDING AUTOMATION CONTROL Wage Benefit District 1 $36.88 $15.78 District 2 $36.00 $15.87 District 3 $36.50 $16.76 District 4 $40.00 $16.95 Duties Include: Electrical wiring; equipment and fixtures; street lights; electrical control systems. Installation and/or adjusting of building automation controls also during testing and balancing, commissioning and retro-commissioning. Travel: District 1 No mileage due when traveling in employer’s vehicle. The following travel allowance is applicable when traveling in employee’s vehicle: 0-15 mi. free zone >15-45 mi. $0.585/mi. in excess of the free zone. >45 mi. $75.00/day Districts 2 & 3 No mileage due when traveling in employer’s vehicle. The following travel allowance is applicable when traveling in employee’s vehicle: 0-08 mi. free zone >08-50 mi. current federal mileage rate/mi. in excess of the free zone. >50 mi. $71.57/day District 4 No mileage due when traveling in employer’s vehicle. The following travel allowance is applicable when traveling in employee’s vehicle: 0-18 mi. free zone >18-60 mi. federal mileage rate/mi. Per Diem District 4 >60 mi. $80.00/day Per Diem in Big Sky and West Yellowstone $125/day. ↑ Back to Table of Contents ELEVATOR CONSTRUCTORS Wage Benefit District 1 $64.87 $46.38 District 2 $64.87 $46.38 District 3 $64.87 $46.38 District 4 $64.87 $46.38 Travel: All Districts 0-15 mi. free zone >15-25 mi. $49.73/day >25-35 mi. $99.45/day >35 mi. $112.90/day Special Provision: .93/mile when added to amounts above if using employee vehicle. ↑ Back to Table of Contents 14 FLOOR LAYERS No Rate Established Apply blocks, strips, or sheets of shock-absorbing, sound- deadening, or decorative coverings to floors. ↑ Back to Table of Contents GLAZIERS Wage Benefit District 1 $24.13 $3.66 District 2 $24.13 $3.66 District 3 $24.13 $3.66 District 4 $23.73 $4.02 Travel and Per Diem: All Districts No travel or per diem established. ↑ Back to Table of Contents HEATING AND AIR CONDITIONING Wage Benefit District 1 $32.95 $14.16 District 2 $33.15 $15.35 District 3 $34.69 $16.88 District 4 $35.76 $18.44 Duties Include: Testing and balancing, commissioning and retro- commissioning of all air-handling equipment and duct work. All Districts 0-45 mi. free zone >45 mi. •$0.25/mi. in employer vehicle. •$0.65/mi. in employee vehicle. Per Diem: All Districts $85/day ↑ Back to Table of Contents INSULATION WORKERS - MECHANICAL (HEAT AND FROST) Wage Benefit District 1 $43.81 $21.99 District 2 $43.81 $21.99 District 3 $43.81 $21.99 District 4 $43.81 $21.99 Duties Include: Insulate pipes, ductwork or other mechanical systems. Travel: 0-30 mi. free zone >30-40 mi. $25.00/day >40-50 mi. $35.00/day >50-60 mi. $45.00/day >60 mi. $130.00/day plus •$0.56/mi. if transportation is not provided. $0.20/mi. if in company vehicle. ↑ Back to Table of Contents 15 IRONWORKERS – REINFORCING IRON AND REBAR WORKERS Wage Benefit District 1 $36.83 $26.92 District 2 $34.83 $24.68 District 3 $34.83 $25.37 District 4 $34.16 $25.83 Duties Include: Structural steel erection; assemble prefabricated metal buildings; cut, bend, tie, and place rebar; energy producing windmill type towers; metal bleacher seating; handrail fabrication and ornamental steel. Travel: All Districts 0-45 mi. free zone >45-85 mi. $100.00/day >85 mi. $150.00/day ↑ Back to Table of Contents IRONWORKERS – STRUCTURAL IRON AND STEEL WORKERS Wage Benefit District 1 $34.94 $26.37 District 2 $34.83 $25.37 District 3 $34.83 $25.37 District 4 $34.83 $25.37 Travel: All Districts 0-45 mi. free zone >45-85 mi. $100.00/day >85 mi. $150.00/day Zone Pay: All Districts 0-30 mi. free zone >30-60 mi. base pay + $4.00/hr. >60 mi. base pay + $6.00/hr. Duties Include: Structural steel erection; assemble prefabricated metal buildings; cut, bend, tie, and place rebar; energy producing windmill type towers; metal bleacher seating; handrail fabrication and ornamental steel. ↑ Back to Table of Contents MILLWRIGHTS Wage Benefit ↑ Back to Table of Contents PAINTERS: INCLUDING PAPERHANGERS Wage Benefit District 1 $29.40 $21.48 District 2 $20.30 $21.48 District 3 $29.40 $21.48 District 4 $26.64 $21.48 Travel and Per Diem: All Districts No travel or per diem established. ↑ Back to Table of Contents District 1 District 2 District 3 District 4 $40.45 $40.45 $40.45 $40.45 $21.25 $21.25 $21.25 $21.25 16 PILE BUCKS No Rate Established Duties Include: Set up crane; set up hammer; weld tips on piles; set leads; insure piles are driven straight with the use of level or plum bob. Give direction to crane operator as to speed and direction of swing. Cut piles to grade. Zone Pay: All Districts 0-30 mi. free zone >30-60 mi. base pay + $4.00/hr. >60 mi. base pay + $6.00/hr. ↑ Back to Table of Contents PILOT CAR DRIVERS No Rate Established ↑ Back to Table of Contents PLASTERERS No Rate Established Duties Include: All materials beyond the substrate, such as a moisture barrier, any type of drainage installation between the moisture barrier and insulation or EPS board, the attachment of the EPS board, installation of fiberglass mesh embedded in the base coat, any water-resistant coat that is applied on top of the insulation to serve as a weather barrier, and the application of the finish coat. ↑ Back to Table of Contents 17 PLUMBERS, PIPEFITTERS, AND STEAMFITTERS Wage Benefit District 1 $40.90 $17.47 District 2 $44.90 $17.47 District 3 $44.90 $17.47 District 4 $40.90 $20.86 Duties Include: Assemble, install, alter, and repair pipe-lines or pipe systems that carry water, steam, air, other liquids or gases. Testing of piping systems, commissioning and retro- commissioning. Workers in this occupation may also install heating and cooling equipment and mechanical control systems. Travel: Disrict 1 0-30 mi. free zone >30-50 mi. $35.00/day >50-75 mi. $45.00/day >75 mi. $100.00/day Special Provision If transportation is not provided, mileage at $0.35/mi. for one trip out and one trip back is added to the amounts above. However, if the employee is traveling more than 75 miles/day, only subsistence at the rate of $85.00/day is required. Districts 2 & 3 0-45 mi. free zone >45 mi. •$0.00/mi. in employer vehicle. •$0.65/mi. in employee vehicle. Special Provision: At the contractors’ option, mileage for one trip out and one trip back per week may be paid plus subsistence at the rate of $135.00/day. District 4 0-70 free zone >70 mi. •On jobs when employees do not work consecutive days: $0.55/mi. if employer doesn’t provide transportation. Not to exceed two trips. •On jobs when employees work any number of consecutive days: $110.00/day. ↑ Back to Table of Contents 18 ROOFERS Wage Benefit District 1 $32.97 $9.40 District 2 $32.97 $9.40 District 3 $32.97 $9.40 District 4 $25.08 $5.19 Duties Include: Metal roofing, covers roofs, walls and foundations with water proofing, insulation and vapor barriers in addition to metal flashings. Roofing includes shingles, low slope membranes, metal roofs, insulation, spray foam, coatings and vapor barriers. Wall coverings include metal panels, insulated metal panels and other waterproofing or rain screen systems. Foundation systems include waterproofing and insulation. Excludes prefabricated metal buildings. Travel: District 1 0-50 mi. free zone >50 mi. •$0.00/mi. in employer vehicle. •$0.35/mi. in employee vehicle. District 2 and 3 0-35 mi. free zone >35 mi. •$0.00/mi. in employer vehicle. •$0.40/mi. in employee vehicle. District 4 0-50 mi. free zone >50 mi. •$0.00/mi. in employer vehicle. •$0.35/mi. in employee vehicle. Per Diem: ↑ Back to Table of Contents SHEET METAL WORKERS Wage Benefit District 1 $38.14 $21.61 District 2 $38.14 $21.61 District 3 $38.14 $21.61 District 4 $38.14 $21.61 Duties Include: Testing and balancing, commissioning and retro- commissioning of all air-handling equipment and duct work. Manufacture, fabrication, assembling, installation, dismantling, and alteration of all HVAC systems, air conveyer systems, and exhaust systems. All lagging over insulation and all duct lining. ↑ Back to Table of Contents District 1 $84.00/day District 2 and 3 Employer pays for room + $30.00/day. District 4 Employer pays for room + $25.00/day. All Districts 0-45 mi. free zone 46-65 mi. $35/day >65 mi. $155/day for overnight stay >65 mi. if employee is driving/riding in a company vehicle and returns home the same day, drive time shall be paid both ways, and no subsistence paid. Drive time will be at straight time and there shall be no benefits paid for drive time. Drive time will be outside the regular shift. 19 SOLAR PHOTOVOLTAIC INSTALLERS Travel: Districts 1, 2 and 3 No mileage due when traveling in employer’s vehicle. The following travel allowance is applicable when traveling in employee’s vehicle: 0-08 mi. free zone >08-50 mi. federal mileage rate/mi. in excess of the free zone. >50 mi. $60.57/day District 4 No mileage due when traveling in employer’s vehicle. The following travel allowance is applicable when traveling in employee’s vehicle: 0-18 mi. free zone >18-60 mi. federal mileage rate/mi. >60 mi. $75.00/day ↑ Back to Table of Contents SPRINKLER FITTERS Wage Benefit District 1 $44.11 $32.36 District 2 $44.11 $23.55 District 3 $38.70 $20.37 District 4 $44.11 $21.97 Duties Include: Duties Include but not limited to any and all fire protection systems: Installation, dismantling, inspection, testing, maintenance, repairs, adjustments, and corrections of all fire protection and fire control systems, including both overhead and underground water mains, all piping, fire hydrants, standpipes, air lines, tanks, and pumps used in connection with sprinkler and alarm systems. Travel All Districts The following travel allowance is applicable when traveling in employee’s vehicle. 0-60 mi. free zone >60-80 mi. $19.00/day >80-100 mi. $29.00/day >100 mi. $105.00/day + the IRS rate per mile and $8.92 for every 15 miles traveled for one trip out and one trip back No travel allowance required when in employer’s vehicle except when staying the night. ↑ Back to Table of Contents Wage Benefit District 1 $36.50 $16.76 District 2 $36.50 $16.76 District 3 $36.50 $16.76 District 4 $36.50 $16.76 21 Travel and Per Diem: All Districts No travel or per diem established. Travel: All Districts The federal mileage rate/mi. in effect when travel occurs if using own vehicle. Per Diem: All Districts Employer pays for meals and lodging up to $75.00/day. When jobsite is located in Big Sky, West Yellowstone, and Gardiner, lodging and meals will be provided by the employer for all actual and reasonable expenses incurred. Travel and Per Diem No travel or per diem established. TAPERS No Rate Established ↑ Back to Table of Contents TELECOMMUNICATIONS EQUIPMENT INSTALLERS Duties Include: Install voice; sound; vision and data systems. This occupation includes burglar alarms, fire alarms, fiber optic systems, and video systems for security or entertainment ↑ Back to Table of Contents TERRAZZO WORKERS AND FINISHERS No Rate Established Duties Include: Finish work on hard tile, marble, and wood tile to floors, ceilings, and roof decks ↑ Back to Table of Contents TILE AND STONE SETTERS No Rate Established Duties Include: Apply hard tile, stone, and comparable materials to walls, floors, ceilings, countertops, and roof decks. ↑ Back to Table of Contents Wage Benefit District 1 $39.66 $14.43 District 2 $22.00 $11.06 District 3 $22.00 $11.27 District 4 $22.00 $11.27 22 TRUCK DRIVERS Pilot Car Driver No Rate Established Wage Benefit District 1 $23.68 $ 7.67 District 2 $23.80 $ 6.13 District 3 $23.80 $ 6.13 District 4 $23.68 $ 7.67 Truck drivers include but are not limited to: Combination Truck & Concrete Mixer; Distributor Driver; Dry Batch Trucks; DumpTrucks & Similar Equipment; Flat Trucks; Lowboys, Four-Wheel Trailers, Float Semitrailer; Powder Truck Driver (Bulk Unloader Type); Servicemen; Service Truck Drivers, Fuel Truck Drivers, Tiremen; Trucks with Power Equipment; Truck Mechanic; Water Tank Drivers, Petroleum Product Drivers. Zone Pay: All Districts No zone pay established. ↑ Back to Table of Contents