PHI-2024 Division 01 General RequirementsHistoric New England Specifications
Exterior Preservation Project
Phillips House- Carriage Barn, Salem, MA
SECTION 01 00 00 Page 1 of 8
DIVISION 01
GENERAL REQUIREMENTS
SECTION 01 00 00
SECTION I – GENERAL
1.1 RELATED DOCUMENTS
A. Division 00 Procurement and Contracting Requirements
B. Division 04 Masonry- Brick Masonry
C. Division 06 Wood, Plastics, and Composites- Finish Carpentry
D. Division 07 Thermal and Moisture Protection- Asphalt Shingles
E. Division 07 Thermal and Moisture Protection- Slate Shingles
F. Division 08 Openings- Wood Window Repairs
G. Division 09 Finishes- Exterior Painting
H. Project Drawings and Photos
1.2 SUMMARY
A. Summary of Work:
a. Project includes, but is not limited to, the following (see Project Price Proposal
for quantity details):
i. Base Bid:
1. Masonry Work: Spot repoint four elevations and one chimney and
spot replace bricks.
2. Miscellaneous Wood Repairs: Repair various wooden elements,
including window and door casings, doors, and window sills. Paint
repaired elements.
3. Painting: Paint all remaining wooden elements, excluding windows
(see “Windows” in Alternates (adds)).
ii. Alternates (adds):
1. Windows: Repair twenty-two windows, including wood and glass
repairs, re-glazing, and painting.
2. Slate Roof Repairs: Spot replace slate shingles on three slopes of
structure’s main block.
3. Asphalt Roof Replacement: Remove existing shingles and related
roof assembly materials and install shingles and related roof
assembly materials on one slope of structure’s main block.
b. Provide and pay for labor, materials, equipment, tools, machinery, and any other
facilities and/or services necessary for proper execution of the work as specified
herein, and required by existing conditions and authorities having jurisdiction.
c. Maintain Comprehensive General Liability including contractor's liability, bodily
injury, property damage ($1,000,000.00 minimum coverage) and workers
compensation naming Historic New England as additionally insured.
d. All Contractors and Subcontractors related to the Project are subject to this
Historic New England Specifications
Exterior Preservation Project
Phillips House- Carriage Barn, Salem, MA
SECTION 01 00 00 Page 2 of 8
Section for the duration of the Project.
e. All Subcontractors are bound by the same requirements as the Contractor.
B. If subcontractors are used, they must meet bid pre-qualification requirements.
C. Work Restrictions:
a. The primary access point to the site is via a driveway near the southwest corner of
the property.
i. There is no gate or physical obstacle obstructing this access point.
ii. The site can be accessed Monday through Friday, 7:00am to 5:00pm.
1. Access to the site outside of these days and hours may be granted
with prior notice from the Contractor to the Project Manager.
b. For certain project aspects, access to the structure will be needed via neighboring
properties and will be coordinated by the Project Manager.
c. The property is a functioning historic house museum open to the public.
i. Care and consideration is required for the visiting public and staff during
the Project.
ii. Full and unobstructed access to all points of egress of the complex is
required throughout the Project.
iii. Every effort shall be made to accommodate the needs of Historic New
England staff in relation to scheduling.
iv. Project Manager to act as liaison between staff and the Contractor.
D. Project Utility Sources:
a. Owner will supply electricity and water for the duration of the Project.
1.3 PRICE AND PAYMENT PROCEDURES
A. Contract Modification Procedures:
a. Promptly notify the Project Manager if the need for additional work (i.e. work not
already called for in the “Execution” sections of accompanying specifications)
whose completion is necessary to allow for the successful completion of the
Project is found.
i. No work other than that described in accompanying specifications can be
executed unless it has been approved in writing by the Project Manager.
ii. Provide justification and estimated cost for additional work to the Project
Manager.
iii. A change order, documenting scope and cost of additional work, will be
produced by the Project Manager.
1. Allow five working days for the Project Manager to prepare
document/ secure necessary approval for additional work.
iv. Change order to be signed by both the Project Manager and Contractor.
1.4 ADMINISTRATIVE REQUIRMENTS
A. Project Management and Coordination:
a. Keep open and clear communication with the Project Manager throughout
duration of the Project.
Historic New England Specifications
Exterior Preservation Project
Phillips House- Carriage Barn, Salem, MA
SECTION 01 00 00 Page 3 of 8
b. Progress meetings, to include site walkthroughs, are to be held on a weekly basis
and will include the Contractor, Project Manager, and other possible advisors
and/or subcontractors of the Project.
B. Submittal Procedures:
a. Submit to Project Manager all submittals specified in the “General” sections of
accompanying specifications.
i. Make submissions far enough in advance of scheduled dates of planned
installation or execution of the same to provide enough time for
review/securing necessary approvals, possible re-submittals, placing
orders and securing delivery and as not to delay installation or execution
of the same.
1. Allow at least five working days for the Project Manager to
review/grant approval following receipt of submittals.
C. Special Procedures:
a. All work must follow Historic New England’s Preservation Philosophy
i. The careful preservation of building fabric will not discriminate between
various periods of time, but recognize and preserve an architectural-
historical continuum.
ii. Retain as much existing building fabric as possible, based on a careful
judgment as to the soundness of any item.
iii. Replace all elements in kind, unless otherwise specified, duplicating the
type, dimensions, etc. of material as well as the methods of installation.
iv. Use reversible processes wherever possible.
b. Promptly notify the Project Manager of any older roofing materials existing under
current roof or indications of prior existence (i.e. nailing pattern) as to allow for
documentation.
1.5 QUALITY REQUIREMENTS
A. Regulatory Requirements:
a. Comply with all applicable federal and state laws, municipal ordinances, and the
rules and regulations of all authorities having jurisdiction over construction of the
Project.
b. Obtain all building permits required for work.
B. Quality Assurance:
a. Contractors shall be fully and solely responsible for quality assurance to assure
that work as constructed conforms fully with intent of all Construction
Documents.
b. Contractors that perform roof replacement, masonry repairs, and/or carpentry
work shall be regularly engaged in roof/masonry/carpentry projects on historic
buildings.
c. Accompanying specifications shall always be in tandem with Division 01 General
Requirements should one or multiple be separated out from the Construction
Documents.
d. All subcontractors are subject to the approval of the Project Manager before
Historic New England Specifications
Exterior Preservation Project
Phillips House- Carriage Barn, Salem, MA
SECTION 01 00 00 Page 4 of 8
commencement of the Work and shall not begin work unless previously approved
by the Project Manager.
e. Wherever possible the minimum acceptable quality of workmanship and materials
has been defined either by manufacturer’s name and catalog number or by
references to recognized industry standards.
f. Utilize tools and equipment in accordance with manufacturer’s instructions and/
or standard industry practices unless otherwise directed by the Project Manager.
g. Apply/ install products in accordance with manufacturer’s instructions and/or
follow standard industry practices and in a manner that will uphold the
manufacturer’s warranty unless otherwise directed by the Project Manager.
i. Specific instructions are called out in the “Execution” sections of
accompanying specifications.
h. All work persons, other than general laborers, shall be skilled and experienced in
their respective trades and equipped to perform workmanship in accordance with
recognized standards.
i. Aides and apprentices for skilled trades shall be under full and constant
supervision of skilled craftspeople.
j. Where reference is made to American Society for Testing and Materials (ASTM)
Standards, Federal Specifications, American National Standards Institute (ANSI)
Standards, or other standards, such reference shall mean to the latest edition in
effect 60 days before date of Specifications.
k. Submit to Project Manager all submittals specified in the “General” sections of
accompanying specifications.
i. All approved mockups will be used as the standard for subsequent work of
the like.
l. Should defects become apparent, do not proceed with subsequent work until all
such defects in the preceding work have been satisfactorily corrected.
i. Any defects shall be promptly corrected without additional charge to the
Owner.
ii. If satisfactory corrections cannot or will not be made, notify the Project
Manager in writing.
1.6 TEMPORARY FACILITIES AND CONTROLS
A. Construction Facilities:
a. Contractor responsible for procuring and maintaining portable toilet for all
workers.
b. Its location to be approved by Project Manager prior to its arrival.
c. Portable toilet to be removed within five working days following the accepted
completion of work.
B. Construction Aids:
a. Contractor responsible for setting up OSHA approved staging to facilitate roof
and chimney access.
i. If attached to structure, staging to remain in place once erected until it is
no longer needed and removed within five working days following the
Historic New England Specifications
Exterior Preservation Project
Phillips House- Carriage Barn, Salem, MA
SECTION 01 00 00 Page 5 of 8
accepted completion of work.
1. Any holes made for attaching staging to the building are to be
addressed by the Contractor in a method approved by the Project
Manager.
ii. Adequate temporary bracing, anchorages, etc. shall be provided and
maintained as required to hold installed material in place for the duration
of the Project.
C. Vehicular Access and Parking:
a. TBD.
1.7 PRODUCT REQUIREMENTS
A. Product Options:
a. Specific products to be used are called out in the “Products” sections of
accompanying specifications.
i. All products must be shown to the Project Manager prior to their
application or installation.
1. Representative samples to be retained by Project Manager may be
asked of some products.
b. Provide the best quality grade of specified products.
c. All products shall be free from defects and new of manufacture.
d. Stay consistent with the sources/ manufacturers used to procure products.
e. Verify that all specified items will be available in time for installation during
orderly and timely progress of the work.
i. In the event specified item or items will not be available on a timely basis,
notify the Project Manager.
ii. Costs of delays because of non-availability of specified items, when such
delays could not have been avoided by the Contractor, will be back-
charged as necessary and shall not be borne by the Owner.
B. Product Substitution Procedures:
a. Any substitution of materials, equipment, or methods is subject to the Project
Manager approval.
i. No substitution shall be made unless it has been approved in writing by
the Project Manager.
ii. The Project Manager will consider proposed substitutions only when
justification and other such information has been provided.
C. Product Delivery Requirements:
a. Deliver materials in original, new, and unopened packages or containers or
unopened bundles with manufacturer’s brand and name clearly marked.
D. Product Storage and Handling Requirements:
a. Store and handle products in a manner that will uphold the manufacturer’s
warranty and/or follow standard industry practices unless otherwise directed by
the Project Manager.
i. Specific storage instructions are called out in the “General” sections of
accompanying specifications.
Historic New England Specifications
Exterior Preservation Project
Phillips House- Carriage Barn, Salem, MA
SECTION 01 00 00 Page 6 of 8
b. Take all measures necessary to prevent damage and theft of materials before,
during, and after installation for the duration of the Project.
c. Ensure all project materials are protected from adverse weather during
construction.
1.8 EXECUTION AND CLOSEOUT REQUIREMENTS
A. Execution:
a. Coordinate work as needed to ensure proper sequencing of work and completion
of the Project.
b. Each trade shall install its work in timely sequence, and so as to accommodate the
work of other trades.
c. Conflicts between respective materials and/or trades shall be resolved in adequate
time so as to prevent delay in the completion of the Project.
d. No repairs/ replacements will be made solely based on aesthetic purposes.
e. Prior to application or installation of any products, inspect carefully previously
completed work to which it will be applied or connected and verify that such
preceding work is properly completed to ensure no adverse effects on subsequent
work efforts.
f. Keep in mind environmental condition limitations.
i. Specific guidelines are noted in the “General” sections of accompanying
specifications.
g. Ensure weather is suitable prior to removal of elements.
h. Protect building from weather while elements have been removed.
i. Major wood replacements (i.e. large dutchman repairs) shall be labeled “HNE
New Wood 2025” using Owner provided copper tags or approved equivalent.
j. Perform operations to facilitate safe, orderly, and clean work areas and to keep
premises clean and free from accumulation of debris and other materials related to
the Project.
k. Take necessary precautions to protect persons, whether engaged in work or not,
from hazards of any kind associated with the work of the Project.
i. Utilize cones and safety tape as a barrier to block off areas as needed.
ii. No materials or debris will be permitted to drop free, but shall be removed
by use of material hoists, chutes, or other method approved by the Project
Manager.
l. Project Manager will have access to any off site locations where building
elements are being stored/ repaired.
m. Take necessary precautions to prevent fire and spread of fire.
i. Provide a properly rated fire extinguisher close by all workstations.
n. Take necessary precautions to protect the building (exterior and interior) and
landscape from possible adverse effects caused by the Project.
i. Should damage related to the Project occur, remediation will be the
responsibility of the Contractor.
1. Remediation efforts will be subject to the satisfaction of the Project
Manager.
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Exterior Preservation Project
Phillips House- Carriage Barn, Salem, MA
SECTION 01 00 00 Page 7 of 8
o. No materials or debris will be permitted to pass through the finished interior
without proper protection in a manner approved by the Project Manager.
p. Provide adequate ventilation during use of volatile or noxious substances.
B. Cleaning and Waste Management:
a. Contractor responsible for procuring and maintaining some form of trash
receptacle for collection of Project debris.
i. Location of trash receptacle must be approved by Project Manager prior to
its arrival.
ii. Debris to be disposed of properly.
iii. Prevent accumulation of wastes which create hazardous conditions.
iv. Trash receptacle to be removed within five working days following the
accepted completion of work.
v. Recycle debris when possible.
C. Closeout Procedures:
a. The landscape is to be left in as found or better condition upon the completion of
the Project.
i. Condition of landscape after the Project is subject to the Project Manager.
b. Except as longer terms as specified under the various Technical Sections of the
specifications, and barring any conflicting provisions in any Conditions of the
Contract, all work on this project shall be guaranteed against defects in materials
and/or workmanship for a period of one year commencing on the date the project,
or portion thereof, is accepted for beneficial use and occupancy for the purpose
intended.
D. Closeout Submittals:
a. Provide the following closeout submittals to the Project Manager or otherwise
specified within five working days following the accepted completion of work:
i. Manufacturer’s literature and data on products specified by the Project
Manager in either digital or print format.
ii. Manufacturer’s warranties for applicable products in either digital or print
format.
iii. Extra stock materials.
1. To be delivered to previously agreed upon location.
iv. Photographs taken during the course of work.
v. Representative samples of existing materials removed from the building.
1. To be labeled “Phillips House- Carriage Barn: Removed 2025”
with an approximate location of where they were pulled from the
building.
a. Possible examples include:
i. Shingles.
ii. Sheathing.
iii. Flashing.
iv. Nails and other fasteners.
SECTION II – PRODUCTS – Not applicable.
Historic New England Specifications
Exterior Preservation Project
Phillips House- Carriage Barn, Salem, MA
SECTION 01 00 00 Page 8 of 8
SECTION III – EXECUTION – Not applicable.
END OF SECTION