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Phillips House- Carriage Barn Exterior Preservation Project Construction Documents (1) Page 1of 1 Phillips House- Carriage Barn Exterior Preservation Project RFP Request for Proposals Phillips House- Carriage Barn Exterior Preservation Project Salem, MA Historic New England is seeking qualified contractors for work at the Carriage Barn of Phillips House. Historic New England is the oldest and largest regional heritage organization in the nation. It offers a unique opportunity to experience the lives and stories of New Englanders through their homes and possessions. Headquartered in Boston, the organization owns and operates historic properties in all of New England. Phillips House serves the communities of Salem and the North Shore as a popular house museum and public historic site, welcoming visitors for tours, programs, and special events. It is the only attraction on historic Chestnut Street that is open to the public, offering public tours from June through October and a variety of on-site programs throughout the shoulder and winter seasons. The Carriage Barn (main block- c. 1821; addition- post 1880) is a large, brick, Federal-style structure at the rear of the property, open to the public as a featured highlight of Phillips House tours and displays a remarkable collection of the Phillips family’s antique cars and carriages, including a 1929 Model A Ford, a 1924 Pierce Arrow Touring Car, and a 1936 Pierce Arrow Limousine. The Phillips House is a designated Massachusetts Historic Landmark, listed as part of the McIntire Historic District (local), and listed as part of the Chestnut Street Historic District (national). The work proposed in this project will eliminate known sources of water infiltration, secure the exterior envelope of the structure, and ensure that the Carriage Barn remains an asset to interpretation at Phillips House. The purpose of this work program is to undertake exterior preservation work in order to stabilize and arrest further deterioration of the building fabric. The program may be broken down into the following categories, which are not intended to be complete, but to give a general summary of the work: 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)). 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 Page 1of 2 Phillips House- Carriage Barn Exterior Preservation Project RFP 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. Project Timeline: Historic New England is anticipating the project to start on Tuesday, April 1, 2025 and all grant-funded work must be completed by Monday, June 16, 2025. Bids will be accepted until Thursday, December 12, 2024 at 5:00PM (Note: This is not a postmark date). A pre-bid meeting will be held at the site, Phillips House, 34 Chestnut Street, Salem, MA, on Monday, December 2, 2024 at 2:00PM. Funding Source: This project is partially funded by a matching state grant from the Massachusetts Preservation Projects Fund administered by the Massachusetts Historical Commission. Given the historic nature of the site, all work performed must meet the Secretary of Interior’s Standards for the Treatment of Historic Properties as well as follow all applicable federal, state, and local laws. The Standards can be accessed at https://www.nps.gov/tps/standards/treatment-guidelines-2017.pdf. State Law prohibits discrimination. Awarding of this contract is subject to Affirmative Action and Equal Opportunity guidelines. Historic New England is a certified 501(c)3 non-profit organization. Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 1 of 14 DIVISION 00 PROCUREMENT AND CONTRACTING REQUIREMENTS SECTION 00 00 00 SECTION I – GENERAL 1.1 RELATED DOCUMENTS A. Division 01 General 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 INTRUCTIONS FOR PROCUREMENT A. Instructions: a. Submit to the Project Manager, Christina Pokwatka, two copies of completed bids, including the following: i. A brief write-up describing approach to complete Project. ii. A work schedule for accomplishing the Scope of Work; specifically outlining the possibility of phasing the work over time and noting that all grant-funded work will be completed by Monday, June 16, 2025. iii. A completed Bidder Qualification Form and Price Proposal Form. iv. A copy of Comprehensive General Liability including contractor's liability, bodily injury, property damage ($1,000,000.00 minimum coverage) and workers compensation policy including insurance information for all subcontractors. b. Each Bidder must inform themselves fully of the conditions relating to the construction of the project and the employment of labor thereon. Failure to do so will not relieve a successful Bidder of their obligation to furnish all material and labor necessary to carry out the provisions of the signed Contract. The Contractor, as much as possible, must employ such methods or means as will not cause any interruption of or interference with the work of any other Contractor c. Use complete set of Bidding Documents to prepare bid. i. Neither the Owner nor the Project Manager assumes any responsibility for errors or misinterpretations resulting from the use of incomplete sets of Bidding Documents. d. In making copies of the Bidding Documents available on the above terms, the Owner and Project Manager do so only for the purpose of obtaining bids on the Work and do not confer a license or grant for any other use. e. Bids shall be based on the following: Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 2 of 14 i. Bidder has read and understands the Bidding Documents and the bid is made in accordance therewith. ii. Upon the materials, systems, and equipment described in the Bidding Documents without exception. iii. Understanding of the Project timeline: 1. Work cannot commence before Tuesday, April 1, 2025 and all grant-funded work must be completed by Monday, June 16, 2025. iv. Understanding the Owner has no intention of closing the building during the Work unless for unforeseen safety concerns. f. All copies of the bid and any other documents required to be submitted with the bid shall be enclosed in a sealed opaque envelope. The envelope shall be addressed to the Project Manager; include prime bidder’s name and address; and marked with the notation “BID ENCLOSED” on the face. g. Submit bids either by hand or by post to the Cogswell’s Grant office of Historic New England at the following address: Attn: Christina Pokwatka 60 Spring Street Essex, MA 01929 h. Bids will be accepted until Thursday, December 12, 2024 at 5:00PM (Note: This is not a postmark date). i. Bids received after the above specified day and time will not be accepted. ii. Bidder shall assume full responsibility for timely delivery at location designated for receipt of bids. i. Submission of bids shall be acknowledgment that those bidding are thoroughly familiar with the Project scope and site conditions. j. Direct questions pertaining to the Project to the Project Manager at (781) 635- 5812 or cpokwatka@historicnewengland. k. A Bid may not be modified, withdrawn, or canceled by the Bidder following the time and date designated for the receipt of bids, unless Project Manager requests clarification of bid. Bidder so agrees to this stipulation in submitting the bid. l. Prior to the time and date designated for receipt of bids, those that are submitted early may be modified or withdrawn only by notice to the Project Manager. m. Withdrawn bids may be resubmitted up to the time designated for the receipt of bids provided that they are then fully in conformance with these Instructions to Bidders. B. Procurement Definitions: a. Bidding Documents include the Request for Proposals, Specifications, Photos and Drawings, Bidder’s Qualification Form, and Price Proposal Form. b. All definitions set forth in the Contract Documents are applicable to the Bidding Documents. c. Addenda written or graphic instruments issued by the Project Manager prior to the execution of the Contract which modify or interpret the Bidding Documents by additions, deletions, clarifications, or corrections. d. A Bid is a complete and properly signed proposal to do the Work or designated portion thereof for the sums stipulated therein supported by data called for by the Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 3 of 14 Bidding Documents. e. Base Bid is the sum stated in the Bid for which the Bidder offers to perform the work described as the base, to which Work may be added or deducted for sums stated in Alternates (Adds) section. f. A Unit Price is an amount stated in the Bid as a price per unit of measurement for materials or services as described in the Contract Documents. g. A Lump Sum is an amount stated in the Bid as a price for full and complete service as described in the Contract Documents. h. A Bidder is one who submits a Bid as the prime contact for the Work described in the proposed Contract Documents. C. Procurement Meetings: a. A pre-bid meeting will be held at the site, Phillips House, 34 Chestnut Street, Salem, MA on Monday, December 2, 2024 at 2:00PM. i. Attendance to this meeting is strongly recommended for all contractors and subcontractors prior to bidding to carefully examine Project scope and site conditions that may affect proper execution of Work and determine or verify dimensions and quantities. ii. A meeting outside of this designated day and time can be scheduled (within an acceptable timeframe) by contacting the Project Manager at (781) 635-5812 or cpokwatka@historicnewengland. 1.3 PROCURMENT FORMS AND SUPPLEMENTS A. Representations and Certifications: a. See accompanying Bidder’s Qualification form under the “Execution” section of this specification. B. Proposal Forms: a. See accompanying Price Proposal form under the “Execution” section of this specification. C. Bids will be evaluated and the Contractor selected based upon their ability to demonstrate the following: a. Fairness of price. b. Depth of experience with similar projects and familiarity with buildings of similar architectural significance and construction—in particular, three projects from sites listed on the State Register of Historic Places completed within the last seven years. c. Via references: i. Documented experience with roofing, masonry, and carpentry work. ii. Training and educational background appropriate to this Project. iii. Quality of previous work on similar projects. iv. Demonstrated understanding of tasks to be performed and products to be utilized. d. Ability to perform work in a timely manner as well as capacity to complete the Project by the scheduled deadline. e. Completeness of bid. Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 4 of 14 D. The Owner may make such investigations as it deems necessary to determine the ability of the Bidder to perform the work, and the Bidder shall furnish to the Project Manager information and data for this purpose. E. The investigations of a bidder will seek to determine whether the firm is adequate in size and experience and whether available equipment and financial resources are adequate to assure the Owner that the work will be completed at a rate consistent with the completion date set forth in the Proposal. The amount of other work to which the bidder is committed will also be a consideration in establishing that a Bidder is a “responsible and eligible bidder” in conformity with the requirements of the Contract. F. The Project Manager reserves the right to reject any Bid if the evidence submitted by, or the investigation of such Bidder, fails to satisfy the Project Manager that the Bidder is properly qualified to carry out the obligations of the Contract and to complete the Work. G. The Project Manager reserves the right to reject any or all Bids for the following reasons: a. If it would be in the public interest to do so. b. If Bid is not accompanied by data required by the Bidding Documents. c. If Bid is in any way incomplete or irregular. d. If Bid is abnormally low or high. H. Acceptance of Bids a. The Project Manager shall have the right to waive any informality or irregularity in any bid received. b. It is the intent of the Project Manager to award a contract to the lowest qualified Bidder provided the bid has been submitted in accordance with the requirements of the Bidding Documents, is judged to be reasonable, and does not exceed the funds available. 1.4 CONTRACTING FORMS AND SUPPLEMENTS A. Unless waived by the Project Manager, Bidder shall, within seven days of notification of selection for the award of a contract for the Work, submit the following information to the Project Manager: a. A designation of the work to be performed by the Bidder with their own forces. b. The proprietary names and the suppliers of principal items or systems or material and equipment proposed for the Work. c. A final list of subcontractors or other persons or organizations (including those who are to furnish materials or equipment fabricated to a special design) proposed for the principal portions of the Work. d. A completed W9 and Certificate of Insurance naming Historic New England as additionally insured. B. The Bidder will be required to establish to the satisfaction of the Project Manager the reliability and responsibility of the proposed subcontractors to furnish and perform the Work described in the Sections of the Specifications pertaining to such proposed subcontractor’s respective trades. C. Prior to the final signatures of the Contract, the Project Manager will notify the Bidder via email or post if either the Owner or the Project Manager after due investigation, has reasonable and substantial objection to any person or organization on such list, and Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 5 of 14 refuses in writing to accept such person or organization, the Bidder may, at their option, (1) withdraw bid, or (2) submit an acceptable substitute subcontractor with an adjusted bid price to cover the difference in cost by substitution. The Owner may, at their discretion, accept the adjusted price or disqualify the Bidder. D. Subcontractors and other persons and organizations proposed by the Bidder and accepted by the Project Manager must be used on the Work for which they were proposed and accepted and shall not be changed except with the written approval of the Project Manager. 1.5 REVISIONS, CLARIFICATIONS, AND MODIFICATIONS A. Precontract Revisions: a. Addenda will be emailed, mailed, or hand delivered to all who are known by the Project Manager to have received a complete set of Bidding Documents. b. No Addenda will be issued later than four days prior to the date for receipt of bids except an Addendum, if necessary, postponing the date for receipt of bids or withdrawing the request for proposal. c. Each Bidder shall acknowledge receipt of all Addenda issued within their bid. B. Bidders should promptly notify the Project Manager of any ambiguity, inconsistency or error which they may discover upon examination of the Bidding Documents or of the site and local conditions. C. Bidders requiring clarification or interpretation of the Bidding Documents must make a written request (via email or post) to the Project Manager at least seven days prior to the date for receipt of bids. D. Any interpretation, correction, or change of the Bidding Documents will be made by Addendum. Interpretations, corrections, or changes of the Bidding Documents made in any other manner will not be binding, and bidders shall not rely upon such interpretations, corrections, or changes. SECTION II – PRODUCTS – Not applicable. SECTION III – EXECUTION 3.1 BIDDER’S QUALIFICATIONS Submitted by: Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 6 of 14 How many years has your organization been in business as a General Contractor? How many years has your organization been in business under its present business name? If a corporation answer the following: a. Date of incorporation: b. State of incorporation: c. President's name: d. Treasurer's name: If an individual or partnership answer the following: a. Date of organization: b. Name and address of all partners: Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 7 of 14 If other than a corporation or partnership, describe organization and name of principals: List work (if any) which will not be performed by your own forces. (All subcontractors will be held to the same bid pre-qualification requirements.) Have you ever failed to complete any work awarded to you? If so, note when, where, and why: List three projects of similar scope and complexity on National or State Historic Register- listed historic structures which you have successfully completed during the last seven years. (Be sure projects include all of the various trades of this project, including wood epoxy repairs. Providing the three projects is a bid pre-qualification requirement.) Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 8 of 14 Project One: a. Project Name and Address: b. Owner (Name and Phone): c. Architect/ Designer (Name and Phone): d. Contract Amount: e. Date of Completion: f. Scope: Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 9 of 14 Project Two: a. Project Name and Address: b. Owner (Name and Phone): c. Architect/ Designer (Name and Phone): d. Contract Amount: e. Date of Completion: f. Scope: Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 10 of 14 Project Three: a. Project Name and Address: b. Owner (Name and Phone): c. Architect/ Designer (Name and Phone): d. Contract Amount: e. Date of Completion: f. Scope: List name, address, and telephone number of local bank reference: Name of person preparing this statement: Signed Date Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 11 of 14 3.2 PROJECT PRICE PROPOSAL For furnishing all labor, materials, and equipment in accordance with Construction Documents and all applicable local, state, and federal regulations incidental thereto, necessary or required for the Phillips House- Carriage Barn Exterior Preservation Project. Base Bid: Section Description of Work Unit Price Division 01 General Requirements General requirements and site prep. Cost based on the following items: Permits; site protection and fire protection; general coordination including meetings, submittals, close out documents; clean up; etc. Lump Sum Staging requirements. Cost based on the following: Access to roof, second floor, and other spaces necessary to complete the project. Lump Sum Temporary facilities. Cost based on the following items: Portable toilet, trash receptacle, on-site storage facilities, etc. Lump Sum Division 04 Masonry- Brick Masonry Spot repoint elevations. Cost based on the following general allowances: Lump Sum Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 12 of 14 North elevation: 30% spot repointing East elevation: 30% spot repointing South elevation: 60% spot repointing West elevation: 30% spot repointing Spot replace bricks. Cost based on the following general allowances: North elevations: 10 brick units East elevation: 10 brick units South elevation: 40 brick units West elevation: 10 brick units Lump Sum Spot repoint chimney. Cost based on the following general allowance: One chimney: 10% spot repointing Lump Sum Division 06 Wood, Plastics, and Composites- Finish Carpentry Miscellaneous wood repairs, including painting. Cost based on the following general allowances: Window and door casings: 7 linear feet Doors: 6 linear feet Window sills: 12 linear feet Lump Sum Division 09 Finishes- Exterior Painting Paint elements not already addressed, excluding windows (see “Windows” in Alternates (adds)). Lump Sum Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 13 of 14 Base Bid Total Cost: Alternates (Adds): Section Description of Work Unit Price Division 07 Thermal and Moisture Protection- Asphalt Shingles Replace asphalt shingles. Cost based on the following general allowance: Roof shingles: 500 square feet Underlayments: 500 square feet Lump Sum Division 07 Thermal and Moisture Protection- Slate Shingles Spot replace slate shingles. Cost based on the following general allowances: East slope: 10 slate units South slope: 10 slate units West slope: 10 slate units Lump Sum Division 08 Openings- Wood Window Repairs Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 00 00 00 Page 14 of 14 Repair ten windows (south elevation), including wood and glass repairs, re- glazing, and painting. Cost based on the following general allowances: Five- six-over-six Three- four paned Two- three paned Lump Sum Division 08 Openings- Wood Window Repairs Repair twelve windows (north, east, west elevations), including wood and glass repairs, re-glazing, and painting. Cost based on the following general allowances: Six- six-over-six Three- one paned One- four paned One- three paned One- six paned Lump Sum Alternates (Adds) Total Cost: Project Total Cost: Submitted by: END OF SECTION Historic 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. Historic New England Specifications 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 Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 04 21 13 – BRICK MASONRY Page 1 of 4 DIVISION 04 MASONRY SECTION 04 21 13 – BRICK MASONRY SECTION I – GENERAL 1.1 RELATED DOCUMENTS A. Division 00 Procurement and Contracting Requirements B. Division 01 General Requirements C. Project Drawings and Photos 1.2 DESCRIPTION OF WORK A. The extent of masonry work includes, but is not limited to, the following on the four elevations and one chimney of the structure (see Project Price Proposal for quantity details): a. North, east, south, and west elevations: Spot repoint and spot replace bricks. b. Chimney: Spot repoint and investigate and recaulk cap. B. If subcontractor is used, they must meet bid pre-qualification requirements. 1.3 PRODUCT STORAGE A. Store mortar and masonry materials off the ground on skids or pallets. a. Place materials on skids/ pallets in such a manner as to prevent any damage and/or breakage. b. Distribute weight of materials on skids/ pallets evenly as best as possible. c. Cover with non-staining, waterproof membrane. i. Allow air to circulate around stored materials. B. Place and stack skids/ pallets in a safe manner. 1.4 ENVIROMENTAL CONDITIONS A. Do not undertake masonry projects when the temperature is 40°F or below unless acceptable protective measures are implemented. a. Protect work area during work and partially completed work upon the workday’s end when temperature of the surrounding air is 40°F and falling. i. Cover with strong, waterproof, non-staining membrane and hold securely in place. b. No types of antifreeze compounds or air entraining agents will be introduced into the mortar. B. Do not use frozen materials or materials mixed or coated with ice or frost. C. Do not build on frozen work. D. Remove and replace masonry work damaged by frost or freezing. Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 04 21 13 – BRICK MASONRY Page 2 of 4 1.5 SUBMITTALS A. Samples of mortar mix components. B. Air-dried mortar samples. C. Three samples of replacement bricks. C. Mockup of mortar removal efforts not less than one square foot. D. Mockup of repointing efforts of not less than one square foot. SECTION II – PRODUCTS 2.1 BRICKS A. Match existing. 2.2 MORTAR A. Type K: 1:3:10-12 (Portland:lime:sand) 1. Portland Cement- Type 1 2. Lime- Hydrated Type S 3. Sand- Fine Aggregate 2.3 WATER A. Clean and free from deleterious amounts of acids, alkalis, or organic materials. 2.4 CAULK A. TBD, elastomeric sealant. SECTION III – EXECUTION 3.1 PREPARATION OF MORTAR A. Measure and thoroughly mix dry ingredients (i.e. sand, cement, and lime). a. Measure by volume. B. Add half amount of water and mix for roughly five (5) minutes. a. Continue to add the remaining water in small portions until the mortar has reached the desired consistency for use. C. Ensure uniformity of visual and physical characteristics. D. Do not use mortar that has stood more than one (1) hour after its preparation. a. Do not retemper mortar. 3.2 PREPARATION OF MASONRY Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 04 21 13 – BRICK MASONRY Page 3 of 4 A. Rake out compromised and ill-suited (hard, incompatible) mortar to a depth of at least 2.5 times the width of the joint (minimum ¼”) and remove deteriorated bricks. a. Hand tools, such as chisels and hammers, are preferred. b. Handheld mechanical tools, such as pneumatically-powered chisels, can be used at the discretion of the Project Manager. i. No power saws or grinders are allowed. B. Compromised mortar includes the following: a. Joint has eroded back more than ¼” from the masonry face. b. Vertical and/ or horizontal cracks run through the mortar. c. Mortar bonds are broken or have pulled away from the masonry. d. Mortar has fallen out of joints. e. Mortar is excessively soft, powdery, or crumbling. C. Leave a clean, square face at the back of the joints. D. Carefully clean out prepared joints with a soft or stiff bristle brush, or blow them clean with low-pressure compressed air (40-60 psi). E. Thoroughly flush out joints with water. 3.3 POINTING A. Ensure where mortar is to be placed is clean of all loose particles, dust, and debris. B. Damp areas where mortar is to be placed. a. Ensure no standing water is present. C. Fill joints as needed building up mortar to reach appropriate thickness. a. Tool mortar into joints in layers no thicker than 1/4”. b. Apply additional layers only once subsequent layers have become thumbprint hard. c. Compact mortar well into crevices filling all voids. d. When final layer of mortar is thumb print hard, strike joint duplicating the contour of original sound joints. i. Aim for a slightly struck joint. 1. No special tooling is required on any joints as they originally did not have any. D. Lay replacement bricks matching adjacent bonds. 3.4 MASONRY CLEANING A. As Work proceeds and after completion of Work, prior to initial set of mortar (1-2 hours), remove excess mortar, droppings, smears, stains, and other soiling substances resulting from the Work of this Section with a stiff natural bristle or nylon brush. B. After mortar is thoroughly set, clean masonry with a stiff natural bristle or nylon brush an 80% solution of acetic acid (vinegar). a. Rinse thoroughly afterwards with water. 3.5 CHIMNEY CAPS Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 04 21 13 – BRICK MASONRY Page 4 of 4 A. Investigate conditions of chimney cap and inform Project Manager. B. Recaulk where caps meet masonry. END OF SECTION Historic New England Specifications Exterior Preservation Project Phillips House, Salem, MA SECTION 06 20 00 – FINISH CARPENTRY Page 1 of 4 DIVISION 06 WOOD AND PLASTICS, AND COMPOSITES SECTION 06 20 00 – FINISH CARPENTRY SECTION I – GENERAL 1.1 RELATED DOCUMENTS A. Division 00 Procurement and Contracting Requirements B. Division 01 General Requirements C. Division 09 Finishes D. Project Drawings and Photos 1.2 DESCRIPTION OF WORK A. The extent of wood repairs includes, but is not limited to, the following (see Project Price Proposal for quantity details): a. Repair of deteriorated window and door casings, doors, and window sills. b. Paint repaired elements. B. If subcontractor is used, they must meet bid pre-qualification requirements. 1.3 PRODUCT STORAGE A. Store lumber off the ground on skids or pallets. a. Place lumber on skids/ pallets in such a manner as to prevent any damage and/or breakage. b. Distribute weight of lumber on skids/ pallets evenly as best as possible. c. Cover with non-staining, waterproof membrane. i. Allow air to circulate around stored lumber. B. Place and stack skids/ pallets in a safe manner. 1.4 SUBMITTALS A. Mockup of paint removal efforts of not less than one square foot. SECTION II – PRODUCTS 2.1 WOOD A. Match species, clear, quartersawn 100% heart wood, minimum 7 growth rings to the inch, without finger joints or other joints within members, thoroughly seasoned, and kiln- dried to a moisture content not exceeding 12%. a. Wood shall be free from defects or blemishes on surfaces exposed to view that will show after paint has been applied. b. Profiles and dimensions to match existing. Historic New England Specifications Exterior Preservation Project Phillips House, Salem, MA SECTION 06 20 00 – FINISH CARPENTRY Page 2 of 4 2.2 UNDERLAYMENT A. Match existing, if extant. 2.3 FASTENERS A. Smooth shank stainless steel or hot-dipped galvanized nails of appropriate size and configuration for use intended. 2.4 EPOXYS, CONSOLIDANT, AND ADHESIVES A. West System 105 Epoxy Resin/ 205 Fast Hardener. B. Flex-Tec HV. C. Abatron WoodEpox. D. Abatron LiquidWood E. Titebond III. 2.5 PAINT A. See Division 09 Finishes. SECTION III – EXECUTION 3.1 PAINT REMOVAL A. Remove compromised paint from elements as needed to execute proper repairs/ replacements. a. Scrape with hand tools. b. Take care not to inadvertently remove unnecessary layers of coatings. c. Removal of coatings down to substrate is acceptable only when necessary. B. Sand surfaces and feather edges of stable, old coatings. a. Using manual methods is preferred, but mechanical methods are acceptable. i. Use course sandpaper of 60 or 80 grit. ii. Random orbital or palm sanders are allowed, but must be attached to dust collectors. iii. Disc sanders are not permitted. b. Ensure efforts will facilitate a smooth transition between old and new coatings. C. Take care not to gouge surfaces and to remove minimal amounts of wood fibers. a. Any tool or sanding marks visible after the application of coatings will be the responsibility of the Contractor and addressed accordingly at no additional cost. 3.2 EPOXY/ CONSOLIDENT REPAIRS Historic New England Specifications Exterior Preservation Project Phillips House, Salem, MA SECTION 06 20 00 – FINISH CARPENTRY Page 3 of 4 A. If a section of a component is compromised but does not warrant a Dutchman repair, treat the component with an epoxy or consolident in consultation with the Project Manager. a. Prep and apply products per manufacturer’s instructions. i. If applying an epoxy, tool treated area to original appearance/ match adjacent surfaces. 3.3 DUTCHMAN REPAIRS A. If an epoxy or consolident repair is deemed an unsuitable treatment approach, preform a Dutchman repairs. a. Neatly cut out compromised wood to sound material creating a proper void for repair. i. The amount of wood removed should be as minimal as possible. ii. If fungus is the cause of the deterioration, remove wood just passed the deteriorated section to prevent spread of any fungus contained therein. iii. Create void that will provide mechanical attachments; i.e. dovetail or scarf joint. 1. Cut away area will provide ample glue surface. b. Cut Dutchman to exactly fit void, with exposed portion matching original profile of woodwork and just slightly proud of original surface. c. Orient grain of Dutchman to match grain of component into which it is being inserted. d. Affix Dutchman using appropriate joint. i. If a Dutchman repair is warranted at the end of a component, use a diagonal scarf joint for end-to-end joint between Dutchman and remaining portion of component. e. Clean glue surfaces with acetone or denatured alcohol. f. Insert Dutchman using adhesive and clamp in place until glue is set. i. Where clamping is not feasible, use small brads. 1. If brads are used, remove and fill holes after adhesive has set. g. Do not damage or alter profile or finish of adjacent wood. h. Plane or scrape Dutchman repair to provide a smooth, continuous surface flush with adjacent wood. 3.4 COMPONENT REPLACEMENT A. Fabricate new component for any compromised component deemed too deteriorated for an epoxy/ consolident repair or Dutchmen repair. B. Construction of new components to match existing. C. Cut custom blades as required to match original profiles. a. Label knifes with project code per the Project Manager. D. Machine and surface new and replacement wood component to provide smooth even surface without saw marks or plane marks. Historic New England Specifications Exterior Preservation Project Phillips House, Salem, MA SECTION 06 20 00 – FINISH CARPENTRY Page 4 of 4 a. Wood with surface irregularities including, but not limited to, scratches, saw marks, and plane knife marks visible after application of paint will be the responsibility of the Contractor and addressed accordingly at no additional cost. E. Install new component. 3.5 PAINT APPLICATION A. Paint repaired elements per Division 09 Finishes. END OF SECTION Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 07 31 13 ASPHALT SHINGLES Page 1 of 2 DIVISION 07 THERMAL AND MOISTURE PROTECTION SECTION 07 31 13 – ASPHALT SHINGLES SECTION I – GENERAL 1.1 RELATED DOCUMENTS A. Division 00 Procurement and Contracting Requirements B. Division 01 General Requirements C. Project Drawings and Photos 1.2 DESCRIPTION OF WORK A. The extent of asphalt roofing work includes, but is not limited to, the following on one slope of the main block of the structure (see Project Price Proposal for quantity details): a. North slope: Remove existing shingles and related roof assembly materials and install shingles and related roof assembly materials. B. If subcontractor is used, they must meet bid pre-qualification requirements. 1.3 PRODUCT STORAGE A. Store shingles off the ground on skids or pallets. a. Place shingles on skids/ pallets in such a manner as to prevent any damage and/or breakage. b. Distribute weight of shingles on skids/ pallets evenly as best as possible. c. Cover with non-staining, waterproof membrane. B. Place and stacks skids/ pallets in a safe manner. 1.4 SUBMITTALS A. Three samples of replacement asphalt shingles. SECTION II – PRODUCTS 2.1 SHINGLES A. Match existing. 2.2 SHEATHING A. Match existing; as needed. 2.3 FASTENERS Historic New England Specifications Phillips House—Carriage Barn Exterior Preservation SECTION 07 31 13 – ASPHALT SHINGLES Page 2 of 2 A. Match existing. 2.4 UNDERLAYMENT A. Match existing. SECTION III – EXECUTION 3.1 MATERIAL REMOVAL A. Remove the following roofing materials from the entire roof slope: shingles, fasteners, and underlayment. 3.2 SHEATHING REPAIR/ REPLACEMENT A. Assess condition of sheathing in consultation with the Project Manager. B. Existing sheathing to remain intact as much as possible and only addressed as necessary. a. Repair loose sheathing and replace deteriorated sheathing. C. If compromised sheathing is found and repair/ replacement is deemed necessary: a. If sheathing is loose: i. Fasten existing sheathing to rafters. 1. Longer screws may be incorporated when conditions necessitate greater penetration. b. If sheathing is deteriorated: i. Cut out damaged material to nearest bearing surface. ii. Fasten new material to rafters. iii. Label all new sheathing with “HNE 2025” using a permanent marker. 3.3 LAYING UNDERLAYMENT A. Install waterproof membrane over sheathing at all junctions as well as in connection with penetrations. a. Install the membrane in such a manner that all laps shed water. i. Side laps must be a minimum of 3.5” and end laps a minimum of 6”. b. Always work from the low point to the high point of the roof. c. For ridge/ valley application: Peel the release liner, center the sheet over the ridge/ valley, drape, and press it in place. i. Work from the center of the ridge/ valley outward in each direction. 3.4 LAYING SHINGLES A. Install shingles over entire roof slope. a. Match existing installation technique and details. END OF SECTION Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 07 31 26 – SLATE SHINGLES Page 1 of 2 DIVISION 07 THERMAL AND MOISTURE PROTECTION SECTION 07 31 26 – SLATE SHINGLES SECTION I – GENERAL 1.1 RELATED DOCUMENTS A. Division 00 Procurement and Contracting Requirements B. Division 01 General Requirements C. Project Drawings and Photos 1.2 DESCRIPTION OF WORK A. The extent of slate roofing work includes, but is not limited to, the following on three slopes of the main block of the structure (see Project Price Proposal for quantity details): a. East, south, and west slopes: Spot replace slate shingles. B. If subcontractor is used, they must meet bid pre-qualification requirements. 1.3 PRODUCT STORAGE A. Store shingles off the ground on skids or pallets. a. Place shingles on skids/ pallets in such a manner as to prevent any damage and/or breakage. b. Distribute weight of shingles on skids/ pallets evenly as best as possible. c. Cover with non-staining, waterproof membrane. B. Place and stacks skids/ pallets in a safe manner. 1.4 SUBMITTALS A. Three samples of replacement slate shingles. SECTION II – PRODUCTS 2.1 SLATES A. Match existing. 2.2 FASTENERS A. Large head slaters’ solid copper nails. Provide length as necessary for proper penetration. 2.3 CAULKING A. Waterproof elastic slaters’ cement. Color to match slates. Historic New England Specifications Phillips House—Carriage Barn Exterior Preservation SECTION 07 31 26 – SLATE SHINGLES Page 2 of 2 SECTION III – EXECUTION 3.1 SLATE REMOVAL A. Remove deteriorated slates. a. Use slate ripper. i. Slide ripper under slate to be removed and move it around until it has hooked one nail. ii. Strike ripper handle with hammer until nail is free. iii. Repeat on other nail. b. Keep slate ripper low to the adjacent slates to minimize damage to additional slates. 3.2 SLATE INSTALLATION A. Install replacement slates. a. Slip replacement slate into place snuggly against adjoining slates. i. Nails shall not be driven as to produce stain on slate. ii. The slate shall be loose when fully nailed. iii. Two nails shall be driven into place to keep slate in place. b. For last slate: Cut strip of lead ¾ inch wide and slightly longer than slate. Nail strip in place before last slate is adhered and set in place with lead strip. c. Adhesive shall not be used to seal the bottom edges of any slates. B. All penetrations shall have slate nearly fitted around them. END OF SECTION Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 08 01 52.61 – WOOD WINDOW REPAIRS Page 1 of 6 DIVISION 08 OPENINGS SECTION 08 01 52.61 – WOOD WINDOW REPAIRS SECTION I – GENERAL 1.1 RELATED DOCUMENTS A. Division 00 Procurement and Contracting Requirements B. Division 01 General Requirements C. Division 09 Finishes D. Project Drawings and Photos 1.2 DECRIPTION OF WORK A. The extent of wood window repairs includes, but is not limited to, the following on twenty-two windows (see Project Price Proposal for quantity details): a. Remove windows to be repaired and secure openings. b. Repair/ replace compromised wood sash components (stiles, rails, and muntins) as well as associated components (parting beads and stops). c. Remove all compromised glazing. d. Apply boiled linseed oil. e. Reglaze. f. Glue or replace cracked, broken, or missing glass. g. Repair window hardware and provide new as needed. h. Clean all glass. i. Paint all wood elements. j. Reinstall repaired windows. k. Restore all window trim disturbed for work of this Section to sound condition and existing appearance. B. If subcontractor is used, they must meet bid pre-qualification requirements. 1.3 PRODUCT STORAGE A. Store glass and sashes in a manner that provides protection from breakage. 1.4 SUBMITTALS A. Mockup of glazing removal efforts of not less than three (3) panes. B. Mockup of glazing efforts of not less than three (3) panes. C. Mockup of paint removal efforts of not less than one square foot. SECTION II – PRODUCTS 2.1 WOOD Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 08 01 52.61 – WOOD WINDOW REPAIRS Page 2 of 6 A. Eastern white pine, clear, quartersawn, 100% heart wood, minimum 7 growth rings to the inch, without finger joints or other joints within members, thoroughly seasoned, and kiln- dried to a moisture content not exceeding 12%. a. Wood shall be free from defects or blemishes on surfaces exposed to view that will show after paint has been applied. b. Profiles and dimensions to match existing. 2.2 EPOXYS, CONSOLIDENT, ADHESIVES A. West System 105 Epoxy Resin/ 205 Fast Hardener. B. Flex-Tec HV. C. Abatron WoodEpox. D. Abatron LiquidWood E. Titebond III. F. HXTAL NYL-1. 2.3 FASTENERS A. Stainless steel or hot-dipped galvanized nails of appropriate size and configuration for use intended. 2.4 GLASS A. TBD. Appropriate match based on subjective analysis of glass to be replaced (waviness, color, and thickness to all be evaluated). 2.5 HARDWARE AND ACCESSORIES A. TBD. 2.6 GLAZING A. Glazing points. B. Sarco Multi-Glaze Type-M. C. Boiled linseed oil. 2.7 CLEANING SOLUTION A. 1/4 cup white vinegar, 1/4 cup denatured alcohol, 2 cups water. B. No ammonia-based product will be allowed. 2.8 PAINT A. See Division 09 Finishes. Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 08 01 52.61 – WOOD WINDOW REPAIRS Page 3 of 6 SECTION III – EXECUTION 3.1 REMOVAL OF EXISTING SASH A. Remove sashes and associated elements to be repaired. a. Remove in a manner that creates the least amount of damage. B. Label all removed elements indicating their original location and orientation. a. Use painters tape to label elements. b. Label elements according to existing window schedule. C. Store elements in a location safe from theft, damage, and deterioration. D. Secure window openings. a. Secure in a manner so the openings are protected from intruders and the elements. 3.2 GLASS AND GLAZING REMOVAL A. Remove all glass panes by removing glazing via steam, infrared heat, or other approved method. a. Label each pane of glass with their location and orientation within the sash. i. Use painters tape to label glass. ii. Consistently label on either interior or exterior to avoid confusion at reinstallation. B. Remove all glazing from glass panes and sashes. a. Remove glazing in such a manner as to avoid damage to glass or surrounding wood surfaces. 3.3 PAINT REMOVAL A. Remove compromised paint from sashes and associated components as well as any paint as needed to execute proper repairs/ replacements. a. Scrape with hand tools. b. Take care not to inadvertently remove unnecessary layers of coatings. c. Removal of coatings down to substrate is acceptable only when necessary. B. Sand surfaces and feather edges of stable, old coatings. a. Using manual methods is preferred, but mechanical methods are acceptable. i. Use course sandpaper of 60 or 80 grit. ii. Random orbital or palm sanders are allowed, but must be attached to dust collectors. iii. Disc sanders are not permitted. b. Ensure efforts will facilitate a smooth transition between old and new coatings. C. Take care not to gouge surfaces and to remove minimal amounts of wood fibers. a. Any tool or sanding marks visible after the application of coatings will be the responsibility of the Contractor and addressed accordingly at no additional cost. 3.4 HARDWARE REMOVAL/ RESTORATION Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 08 01 52.61 – WOOD WINDOW REPAIRS Page 4 of 6 A. Remove hardware as needed in order to repair sashes and hardware. a. Scribe paint around hardware so that removal of hardware does not splinter adjacent wood. B. Store hardware in plastic bags or containers labeled with sash number according to existing window schedule. C. Remove any paint that may be present on hardware. D. Thoroughly rinse in appropriate solvent and wipe dry with soft cloths. E. If necessary due to loss or deterioration, provide replacement hardware as well as operating parts and fasteners. a. Match original in metal and alloy, configuration, size, and finish. b. Use neighboring hardware/ parts/ fasteners to base match on if original is lost. F. Remove scratches and buff surfaces using metal cleaning and polishing pads and polishing compound as necessary. a. Do not scratch finish with abrasive pads or wire brushes. G. Lubricate operating parts with dry lubricant to prevent bonding and buildup of dirt onto moving parts. 3.5 EPOXY/ CONSOLIDENT REPAIRS A. If a section of a component is compromised but does not warrant a Dutchman repair, treat the component with an epoxy or consolident in consultation with the Project Manager. a. Prep and apply products per manufacturer’s instructions. i. If applying an epoxy, tool treated area to original appearance/ match adjacent surfaces. 3.6 DUTCHMAN REPAIRS A. If an epoxy or consolident repair is deemed an unsuitable treatment approach, preform a Dutchman repairs. a. Neatly cut out compromised wood to sound material creating a proper void for repair. i. The amount of wood removed should be as minimal as possible. ii. If fungus is the cause of the deterioration, remove wood just passed the deteriorated section to prevent spread of any fungus contained therein. iii. Create void that will provide mechanical attachments; i.e. dovetail or scarf joint. 1. Cut away area will provide ample glue surface. b. Cut Dutchman to exactly fit void, with exposed portion matching original profile of woodwork and just slightly proud of original surface. c. Orient grain of Dutchman to match grain of component into which it is being inserted. d. Affix Dutchman using appropriate joint. Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 08 01 52.61 – WOOD WINDOW REPAIRS Page 5 of 6 i. If a Dutchman repair is warranted at the end of a component, use a diagonal scarf joint for end-to-end joint between Dutchman and remaining portion of component. e. Clean glue surfaces with acetone or denatured alcohol. f. Insert Dutchman using adhesive and clamp in place until glue is set. i. Where clamping is not feasible, use small brads. 1. If brads are used, remove and fill holes after adhesive has set. g. Do not damage or alter profile or finish of adjacent wood. h. Plane or scrape Dutchman repair to provide a smooth, continuous surface flush with adjacent wood. 3.7 COMPONENT REPLACEMENT A. Fabricate new component for any compromised component deemed too deteriorated for an epoxy/ consolident repair or Dutchmen repair. B. Construction of new components to match existing. C. Cut custom blades as required to match original profiles. a. Label knifes with project code per the Project Manager. D. Machine and surface new and replacement wood component to provide smooth even surface without saw marks or plane marks. a. Wood with surface irregularities including, but not limited to, scratches, saw marks, and plane knife marks visible after application of paint will be the responsibility of the Contractor and addressed accordingly at no additional cost. E. Install new component. 3.8 GLASS REPAIR/ REPLACEMENT A. Replace panes with more than three (3) fractures or if it has pieces missing. a. Etch “2025” on replacement glass just above lower glazing line on the interior face of the glass. B. Glue panes with three (3) or less fractures with HXTAL NY-1. 3.9 GLAZING A. Clean glass with cleaning solution. a. No ammonia-based product will be allowed. B. Apply boiled linseed oil to rebates. a. Wipe excess off. C. Set a bed of glazing in rebates. D. Install glass per labels. a. Press glass into glazing bed. i. Press along edges to avoid glass breakage. b. Set glass using a minimum of 2 points per side of each pane. E. Trim back glazing squeezed out from the interior of the sash. F. Fill voids observed on the interior of the sash. Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 08 01 52.61 – WOOD WINDOW REPAIRS Page 6 of 6 G. Set face glazing with a bevel that falls 1/16” inside the reveal of the rebate. 3.10 PAINT APPLICATION A. Paint sashes per Division 09 Finishes. 3.11 SASH REINSTALLATION A. Reinstall sash hardware per labels. B. Remove means of securing window openings. C. Reinstall repaired sashes per labels. D. Install any hardware, including sash pulleys and sash locks, on repaired sashes in the same locations as originally. a. Provide all missing fasteners for hardware. i. Match all visual aspects of existing fasteners. E. Ensure all sashes operate, including locking, smoothly and have a weathertight closure. 3.12 ADJUSTMENTS A. If needed, adjust sashes and hardware. B. Lubricate hardware and moving parts. END OF SECTION Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 09 91 13 – EXTERIOR PAINTING Page 1 of 3 DIVISION 09 FINISHES SECTION 09 91 13 – EXTERIOR PAINTING SECTION I – GENERAL 1.1 RELATED DOCUMENTS A. Division 00 Procurement and Contracting Requirements B. Division 01 General Requirements C. Division 06 Wood, Plastics, and Composites D. Division 08 Openings E. Project Drawings and Photos 1.2 DESCRIPTION OF WORK A. The extent of applying paint includes, but is not limited to, the following (see Project Price Proposal for quantity details): a. Remove compromised paint from all wooden elements not already addressed. b. Prep all surfaces to receive paint, including those of elements repaired or newly installed. c. Apply coatings to all surfaces as applicable. B. If subcontractor is used, they must meet bid pre-qualification requirements. 1.3 PRODUCT STORAGE F. Ensure containers of coatings have not sat stagnate in storage for an extended period of time. 1.4 ENVIROMENTAL CONDITIONS A. Do not apply coatings when a surface’s temperature or surrounding areas are below 50 degrees Fahrenheit, unless manufacturer’s instructions permits it. B. Do not apply coatings in snow, rain, fog, or mist. C. Do not apply coatings if the relative humidity is above 85%. D. Do not apply coatings to damp or wet surfaces. a. Moisture content must be 13% or less. i. Test surfaces prior to applying coatings to ensure moisture content is at an adequate level. 1.5 SUMBITTALS A. Samples of paint colors. B. Mockup of paint removal efforts of not less than one square foot. C. Mockup of painting efforts of not less than one square foot. Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 09 91 13 – EXTERIOR PAINTING Page 2 of 3 SECTION II – PRODUCTS 2.1 PAINT A. Paint: Benjamin Moore, Aura Exterior Paint- color and sheen TBD. B. Primer: Benjamin Moore, Fresh Start Exterior. 2.2 WATER A. Clean and free from deleterious amounts of acids, alkalis, or organic materials. 2.3 CLEANING SOLUTION A. JOMAX House Cleaner and Mildew Killer. 2.4 CAULK A. DAP DYNAFLEX 800 or Sika Sikaflex-1A. 2.5 WOOD TREATMENT A. TBD. 2.6 RUST INHIBITOR A. TBD. SECTION III – EXECUTION 3.1 SURFACE PREPARATION A. Cleaning: a. Gently clean surfaces of any debris, dust, and organic material. b. Power/ pressure washing is not permitted; water pressure to be 60 psi or less. i. Use of a handheld compression tank sprayer is acceptable. c. Use just water, applying cleaning solution only if needed. d. Scrub with a soft, natural bristle brush by hand only when necessary. e. If cleaning solution was used, rinse all areas thoroughly with water before proceeding further. f. If cleaning solution was used in close proximity to the landscape, use water to saturate the landscape to ensure no adverse effects. B. Coating Removal: a. Remove compromised coating layers from surfaces until a sound layer is reached. i. Scrape with hand tools. Historic New England Specifications Exterior Preservation Project Phillips House- Carriage Barn, Salem, MA SECTION 09 91 13 – EXTERIOR PAINTING Page 3 of 3 ii. Take care not to inadvertently remove unnecessary layers of coatings. iii. Removal of coatings down to substrate is acceptable only when necessary. b. Sand surfaces and feather edges of stable, old coatings. i. Using manual methods is preferred, but mechanical methods are acceptable. 1. Use course sandpaper of 60 or 80 grit. 2. Random orbital or palm sanders are allowed, but must be attached to dust collectors. 3. Disc sanders are not permitted. ii. Ensure efforts will facilitate a smooth transition between old and new coatings. c. Take care not to gouge surfaces and to remove minimal amounts of wood fibers. i. Any tool or sanding marks visible after the application of coatings will be the responsibility of the Contractor and addressed accordingly at no additional cost. D. Wood Treatment: a. Apply product to weathered and/or dry wood. i. Flood surface until saturation is reached. 1. Take care to keep application off existing coated surfaces or sanding of the product will be necessary. ii. Wipe excess off surface. 3.3 PAINT APPLICATION A. Apply paint to only surfaces that previously had a coating. B. Apply one coat of primer by brush to elements to receive paint. a. Do not prime glazing. C. Apply rust inhibitor to exposed fastener heads. D. Seal all joints and/or gaps around windows and doors and any vertical joints. a. If openings are larger than 1/8”, a different treatment may be warranted. E. Lightly sand rough or fuzzed areas just primed. a. Take care to not expose substrate or repriming will be necessary. F. Apply a minimum of two finish coats of paint by brush to elements as applicable. a. Lap paint over glazing 1/16” onto glass. G. Apply additional coatings where undercoats, stains, or other conditions show through coating film, until uniform finish color is achieved. H. Ensure openings previously functioning are not painted shut and are still operable. END OF SECTION MHC Round 30 MPPF #4412- Phillips House- Carriage Barn Exterior Preservation Project Drawings and Photos • Elevation photos o South elevation o West elevation o North elevation o East elevation • Representative condition photos o Glazing deterioration o Wood deterioration o Brick and mortar deterioration • Aerial view of Phillips House site • Area diagram • Length diagram • Pitch diagram • Annotated drawings o South elevation o West elevation o North elevation o East elevation South Elevation North Elevation West Elevation East Elevation. Note: East elevation of Main Block not photographed. Representative photo and accompanying close-up photo of glazing deterioration Representative photos of brick and mortar deterioration Representative photos of wood deterioration Aerial view of Phillips House site- Museum (southern structure) and Carriage Barn (northern structure). Courtesy of Eagleview Technologies, 2015. Note: Roofing components of project include roof of main block of Carriage Barn only. Courtesy of Eagleview Technologies, 2015. Note: Roofing components of project include roof of main block of Carriage Barn only. Courtesy of Eagleview Technologies, 2015. Note: Roofing components of project include roof of main block of Carriage Barn only. Courtesy of Eagleview Technologies, 2015. Note: Roofing components of project include roof of main block of Carriage Barn only. W1-01 D1-2 A&B W1-02 D1-01 D1-03 W2-02 W2-01 D2-01 D1-04 W1-03 W1-04 W1-05 South elevation of Carriage Barn with windows and doors labeled. Blue indicates miscellaneous wood repairs (Division 06); Solid yellow indicates windows to be glazed and striped yellow indicates window panes to be repaired (Division 08). W2-07 West elevation of Carriage Barn with window labeled. Blue indicates miscellaneous wood repairs (Division 06); Solid yellow indicates window to be glazed (Division 08). W1-08 W1-09 W1-10 W2-05 W2-06 W1-07 North elevation of Carriage Barn with windows labeled. Solid yellow indicates windows to be glazed (Division 08). D1-5 A&B W1-06 W2-03 W2-04 East elevation of Carriage Barn with windows and door labeled. Blue indicates miscellaneous wood repairs (Division 06); Solid yellow indicates windows to be glazed and dotted yellow indicates window repairs (Division 08).