Common use of Project Manual Requirements Clause in Contracts

Project Manual Requirements. (a) The format for the Project Manual, including its technical specifications, shall be in accordance with the current CSI MasterFormat with separate sections for each of class of work required by M.G.L. c. 149 §44F. (b) The following general information applies to the development of final Specifications: 1. Describe the extent of the work, the materials and workmanship, and include the work under the proper section. If any portion of the work included in a section of the Specifications is to be performed by a trade covered by another section, there shall be clear and distinct cross- referencing between the sections. Merely to state “by others” is not acceptable. 2. For each item of material or equipment, the specifications shall provide for a minimum of three named brands of material or equipment and the words “or equal” or a description of material or equipment which can be met by a minimum of three manufacturers or producers, and the words “or equal.” Proprietary products shall not be specified except as provided by M.G.L. c. 30, § 39M; however, when they are specified, proprietary specifications are subject to the “or equal” provisions of M.G.L. c.30, § 39M. 3. Specify materials mined or manufactured in Massachusetts first and the United States of America second whenever possible. 4. Do not use general clauses intended to be all-inclusive lieu of complete descriptions. 5. Do not duplicate standard requirements that are contained in the contract form. 6. Use consistency throughout. The word “will” shall be used to designate what the Owner, Authority, Owner’s Project Manager, Commissioning Consultant, or the Designer can be expected to do, and the word “shall” shall be used to designate what is mandatory for the Contractor or subcontractors to do. 7. Use the same term throughout for the same subject and the term shall be the same as that used on the drawings. 8. Do not use the term “etc.” 9. Avoid terms as “to the satisfaction of the Designer,” “as directed by the Designer,” “as approved,” and “as required.” 10. Specify work in appropriate Sections according to local trade jurisdiction. 11. Avoid the use of the following symbols: 12. In sections for which filed sub-bids are required, refrain from using such terms as “the Contractor,” the “Heating Contractor,” or “the Plumbing Contractor,” but where necessary for clarity refer to the “HVAC Subcontractor,” the “General Contractor” and the like. 13. Do not give numbers both in words and figures. Numbers less than 10 shall be written in words, 10 and higher numbers shall be written in figures. In expressing dimensions, figures such as 2 in., 16 in., 7 ft., 6 in., shall be used. 14. Each filed sub-bid section shall detail all labor and materials required by the particular sub-trade and list, by number, those drawings (and only those drawings) indicating the work of that sub-trade. In addition, list drawings indicating the work of a particular trade that appears on drawings that are not customarily included in the work of the trade, when applicable. 15. Do not specify that a product or system shall require prequalification or advance approval for use prior to bidding. 16. Established unit price items shall be used for work categories which cannot be ascertained for exact quantities in bid documents (e.g. earthwork removal and/or replacement items). In such cases, the Designer shall establish ranges of quantities with associated unit price values for each range. Unit price values shall be established for added work, for deleted work, and for base bid quantities when conditions so-suggest. Unit price values shall be ascertained through consultation with cost estimators, be current, equitable, and well defined as to elements of work, overhead, like issues to be encompassed. Established unit prices shall be published within the applicable technical specification sections and referenced from general conditions as being operative as the basis for determining values to be used for payment or recovery for change order work. 17. Staging, scaffolding, cutting, and patching, refuse collection and disposal, demolition work and cleaning task, allocation policy, and proposed language shall be carefully assigned to avoid duplication or omission. 18. A final draft of Project Advertisement, Notice to Bidders, Instructions to Bidders, Contract Forms, General Conditions, Supplementary General Conditions, and other “front end” documents shall be included in the 90% construction documents submittal, along with a final version of all text to appear in Division 1, General Requirements. The Designer may defer insertion of final advertising / bid dates and wage rates, understanding that they are to be established and inserted immediately prior to release of documents for bidding.

Project Manual Requirements. (a) i. The format for the Project Manual, including its technical specifications, specifications shall be in accordance with the current CSI MasterFormat with separate sections for each of class of work required by M.G.L. c. 149 §44F. (b) ii. The following general information applies to the development of final Specifications: (1. ) Describe the extent of the work, the materials and workmanship, and include the work under the proper section. If any portion of the work included in a section of the Specifications is to be performed by a trade covered by another section, there shall be clear and distinct cross- cross-referencing between the sections. Merely to state “by others” is not acceptable.; (2. ) For each item of material or equipment, the specifications shall provide for a minimum of three named brands of material or equipment and the words “or equal” or a description of material or equipment which can be met by a minimum of three manufacturers or producers, and the words “or equal.” Proprietary products shall not be specified except as provided by M.G.L. c. 30, § 39M; however, when they are specified, proprietary specifications are subject to the “or equal” provisions of M.G.L. c.30, § 39M.39M; (3. ) Specify materials mined or manufactured in Massachusetts first and the United States of America second whenever possible.; (4. ) Do not use general clauses intended to be all-inclusive in lieu of complete descriptions.; (5. ) Do not duplicate standard requirements that are contained in the contract form.; (6. ) Use consistency throughout. The word “will” shall be used to designate what the Owner, Authority, Owner’s Project Manager, Commissioning Consultant, or the Designer A/E can be expected to do, and the word “shall” shall be used to designate what is mandatory for the Contractor CM at Risk or subcontractors to do.; (7. ) Use the same term throughout for the same subject and the term shall be the same as that used on the drawings.; 8. (8) Do not use the term “etc.”; (9. ) Avoid such terms as “to the satisfaction of the DesignerA/E,” “as directed by the DesignerA/E,” “as approved,” and “as required.”; (10. ) Specify work in appropriate Sections according to local trade jurisdiction.; (11. Avoid the use of the following symbols: 12. ) In sections for which filed sub-bids are required, refrain from using such terms as “the Contractor,” the “Heating Contractor,” or “the Plumbing Contractor,” but where necessary for clarity refer to the “HVAC Subcontractor,” the “General ContractorCM at Risk” and the like.; 13. (12) Do not give numbers both in words and figures. Numbers less than 10 shall be written in words, 10 and higher numbers shall be written in figures. In expressing dimensions, figures such as 2 in., 16 in., 7 ft., 6 in., shall be used.; 14. (13) Each filed sub-bid section shall detail all labor and materials required by the particular sub-trade and list, by number, those drawings (and only those drawings) indicating the work of that sub-trade. In addition, list drawings indicating the work of a particular trade that appears on drawings that are not customarily included in the work of the trade, when applicable.; 15. (14) Do not specify that a product or system shall require prequalification or advance approval for use prior to bidding.; 16. (15) Established unit price items shall be used for work categories which cannot be ascertained for exact quantities in bid documents (e.g. earthwork removal and/or replacement items). In such cases, the Designer A/E shall establish ranges of quantities with associated unit price values for each range. Unit price values shall be established for added work, for deleted work, and for base bid quantities when conditions so-suggest. Unit price values shall be ascertained through consultation with cost estimatorsestimators and the CM at Risk, be current, equitable, and well defined as to elements of work, overhead, like issues to be encompassed. Established unit prices shall be published within the applicable technical specification sections sections, and referenced from general conditions as being operative as the basis for determining values to be used for payment or recovery for change order work.; 17. (16) Staging, scaffolding, cutting, cutting and patching, refuse collection and disposal, demolition work and cleaning task, allocation policy, policy and proposed language shall be carefully assigned to avoid duplication or omission. 18iii. A final draft of Project Advertisement, Notice to Bidders, Instructions to Bidders, Contract Forms, General Conditions, Supplementary General Conditions, and other “front end” documents shall be included in the 90% construction documents submittalCD Submittal, along with a final version of all text to appear in Division 1, General Requirements. The Designer A/E may defer insertion of final advertising / bid dates and wage rates, understanding that they are to be established and inserted immediately prior to release of documents for bidding.

Project Manual Requirements. (a) The format for the Project Manual, including its technical specifications, shall be in accordance with the current CSI MasterFormat with separate sections for each of class of work required by M.G.L. c. 149 §44F. (b) The following general information applies to the development of final Specifications: 1. Describe the extent of the work, the materials and workmanship, and include the work under the proper section. If any portion of the work included in a section of the Specifications is to be performed by a trade covered by another section, there shall be clear and distinct cross- cross-referencing between the sections. Merely to state “by others” is not acceptable. 2. For each item of material or equipment, the specifications shall provide for a minimum of three named brands of material or equipment and the words “or equal” or a description of material or equipment which can be met by a minimum of three manufacturers or producers, and the words “or equal.” Proprietary products shall not be specified except as provided by M.G.L. c. 30, § 39M; however, when they are specified, proprietary specifications are subject to the “or equal” provisions of M.G.L. c.30, § 39M. 3. Specify materials mined or manufactured in Massachusetts first and the United States of America second whenever possible. 4. Do not use general clauses intended to be all-inclusive in lieu of complete descriptions. 5. Do not duplicate standard requirements that are contained in the contract form. 6. Use consistency throughout. The word “will” shall be used to designate what the Owner, Authority, Owner’s Project Manager, Commissioning Consultant, or the Designer can be expected to do, and the word “shall” shall be used to designate what is mandatory for the Contractor or subcontractors to do. 7. Use the same term throughout for the same subject and the term shall be the same as that used on the drawings. 8. Do not use the term “etc.” 9. Avoid such terms as “to the satisfaction of the Designer,” “as directed by the Designer,” “as approved,” and “as required”.” 10. Specify work in appropriate Sections according to local trade jurisdiction. 11. Avoid the use of the following symbols:: Symbol Use Instead # number, no., or pounds % percent " inch or in. x by ' feet or ft. o degree / per or at 12. In sections for which filed sub-bids are required, refrain from using such terms as “the Contractor,” the “Heating Contractor,” or “the Plumbing Contractor,” but where necessary for clarity refer to the “HVAC Subcontractor,” the “General Contractor” and the like. 13. Do not give numbers both in words and figures. Numbers less than 10 shall be written in words, 10 and higher numbers shall be written in figures. In expressing dimensions, figures such as 2 in., 16 in., 7 ft., 6 in., shall be used. 14. Each filed sub-bid section shall detail all labor and materials required by the particular sub-trade and list, by number, those drawings (and only those drawings) indicating the work of that sub-trade. In addition, list drawings indicating the work of a particular trade that appears on drawings that are not customarily included in the work of the trade, when applicable. 15. Do not specify that a product or system shall require prequalification or advance approval for use prior to bidding. 16. Established unit price items shall be used for work categories which cannot be ascertained for exact quantities in bid documents (e.g. earthwork removal and/or replacement items). In such cases, the Designer shall establish ranges of quantities with associated unit price values for each range. Unit price values shall be established for added work, for deleted work, and for base bid quantities when conditions so-suggest. Unit price values shall be ascertained through consultation with cost estimators, be current, equitable, and well defined as to elements of work, overhead, like issues to be encompassed. Established unit prices shall be published within the applicable technical specification sections sections, and referenced from general conditions as being operative as the basis for determining values to be used for payment or recovery for change order work. 17. Staging, scaffolding, cutting, cutting and patching, refuse collection and disposal, demolition work and cleaning task, allocation policy, policy and proposed language shall be carefully assigned to avoid duplication or omission. 18. A final draft of Project Advertisement, Notice to Bidders, Instructions to Bidders, Contract Forms, General Conditions, Supplementary General Conditions, and other “front end” documents shall be included in the 90% construction documents submittal, along with a final version of all text to appear in Division 1, General Requirements. The Designer may defer insertion of final advertising / bid dates and wage rates, understanding that they are to be established and inserted immediately prior to release of documents for bidding.

Project Manual Requirements. (a) The format for the Project Manual, including its technical specifications, specifications shall be in accordance with the current CSI MasterFormat with separate sections for each of class of work required by M.G.L. c. 149 §44F. (b) The following general information applies to the development of final Specifications: 1. Describe the extent of the work, the materials and workmanship, and include the work under the proper section. If any portion of the work included in a section of the Specifications is to be performed by a trade covered by another section, there shall be clear and distinct cross- cross-referencing between the sections. Merely to state “by others” is not acceptable. 2. For each item of material or equipment, the specifications shall provide for a minimum of three named brands of material or equipment and the words “or equal” or a description of material or equipment which can be met by a minimum of three manufacturers or producers, and the words “or equal.” Proprietary products shall not be specified except as provided by M.G.L. c. 30, § 39M; however, when they are specified, proprietary specifications are subject to the “or equal” provisions of M.G.L. c.30, § 39M. 3. Specify materials mined or manufactured in Massachusetts first and the United States of America second whenever possible. 4. Do not use general clauses intended to be all-inclusive in lieu of complete descriptions. 5. Do not duplicate standard requirements that are contained in the contract form. 6. Use consistency throughout. The word “will” shall be used to designate what the Owner, Authority, Owner’s Project Manager, Commissioning Consultant, or the Designer can be expected to do, and the word “shall” shall be used to designate what is mandatory for the Contractor CM at Risk or subcontractors to do. 7. Use the same term throughout for the same subject and the term shall be the same as that used on the drawings. 8. Do not use the term “etc.” 9. Avoid such terms as “to the satisfaction of the Designer,” “as directed by the Designer,” “as approved,” and “as required.” 10. Specify work in appropriate Sections according to local trade jurisdiction. 11. Avoid the use of the following symbols:: Symbol Use Instead # number, no., or pounds % percent " inch or in. x by ' feet or ft. o degree / per or at 12. In sections for which filed sub-bids are required, refrain from using such terms as “the Contractor,” the “Heating Contractor,” or “the Plumbing Contractor,” but where necessary for clarity refer to the “HVAC Subcontractor,” the “General ContractorCM at Risk” and the like. 13. Do not give numbers both in words and figures. Numbers less than 10 shall be written in words, 10 and higher numbers shall be written in figures. In expressing dimensions, figures such as 2 in., 16 in., 7 ft., 6 in., shall be used. 14. Each filed sub-bid section shall detail all labor and materials required by the particular sub-trade and list, by number, those drawings (and only those drawings) indicating the work of that sub-trade. In addition, list drawings indicating the work of a particular trade that appears on drawings that are not customarily included in the work of the trade, when applicable. 15. Do not specify that a product or system shall require prequalification or advance approval for use prior to bidding. 16. Established unit price items shall be used for work categories which cannot be ascertained for exact quantities in bid documents (e.g. earthwork removal and/or replacement items). In such cases, the Designer shall establish ranges of quantities with associated unit price values for each range. Unit price values shall be established for added work, for deleted work, and for base bid quantities when conditions so-suggest. Unit price values shall be ascertained through consultation with cost estimatorsestimators and the CM at Risk, be current, equitable, and well defined as to elements of work, overhead, like issues to be encompassed. Established unit prices shall be published within the applicable technical specification sections sections, and referenced from general conditions as being operative as the basis for determining values to be used for payment or recovery for change order work. 17. Staging, scaffolding, cutting, cutting and patching, refuse collection and disposal, demolition work and cleaning task, allocation policy, policy and proposed language shall be carefully assigned to avoid duplication or omission. 18. A final draft of Project Advertisement, Notice to Bidders, Instructions to Bidders, Contract Forms, General Conditions, Supplementary General Conditions, and other “front end” documents shall be included in the 90% construction documents submittal, along with a final version of all text to appear in Division 1, General Requirements. The Designer may defer insertion of final advertising / bid dates and wage rates, understanding that they are to be established and inserted immediately prior to release of documents for bidding.