HomeMy WebLinkAbout01-2500-Substitution-Procedures_Rev_1Dennis Yarmouth Intermediate Middle School January 19, 2021
Dennis Yarmouth Regional School District 100% Construction Documents
Perkins Eastman DPC, project #71011
SUBSTITUTION PROCEDURES
01 2500 - 1
SECTION 01 2500
SUBSTITUTION PROCEDURES
PART 1 - GENERAL
1.1 RELATED DOCUMENTS
A. Drawings and general provisions of the Contract, including General and Supplementary
Conditions and other Division 01 Specification Sections, apply to this Section.
1.2 SUMMARY
A. Section includes administrative and procedural requirements for substitutions.
B. Related Requirements:
1. Section 01 6000 "Product Requirements" for general requirements for submitting
comparable product submittals for products.
2. Divisions 02 through 33 Sections for specific requirements and limitations for
substitutions.
1.3 DEFINITIONS
A. Substitutions: Changes in products, materials, equipment, and methods of construction from
those required by the Contract Documents and proposed by Contractor.
1. Substitutions for Cause: Changes proposed by Contractor that are required due to
changed Project conditions, such as unavailability of product, regulatory changes, or
unavailability of required warranty terms.
2. Substitutions for Convenience: Changes proposed by Contractor or Owner that are not
required in order to meet other Project requirements but may offer advantage to
Contractor or Owner.
3. Substitutions for Convenience: Changes proposed by Contractor in accordance with
M.G.L. c.30, §39M(b).
1.4 ACTION SUBMITTALS
A. Make Submittals in accordance with Section 01 3300 “Submittal Procedures.”
B. Substitution Requests: Submit three copies of each request for consideration. Identify product
or fabrication or installation method to be replaced. Include Specification Section number and
title and Drawing numbers and titles.
1. Substitution Request Form: Use facsimile of form provided in Project Manual.
2. Documentation: Show compliance with requirements for substitutions and the following,
as applicable:
a. Statement indicating why specified product or fabrication or installation method
cannot be provided, if applicable.
b. Coordination of information, including a list of changes or revisions needed to other
parts of the Work and to construction performed by Owner and separate
contractors that will be necessary to accommodate proposed substitution.
Dennis Yarmouth Intermediate Middle School January 19, 2021
Dennis Yarmouth Regional School District 100% Construction Documents
Perkins Eastman DPC, project #71011
SUBSTITUTION PROCEDURES
01 2500 - 2
c. Detailed comparison of significant qualities of proposed substitutions with those of
the Work specified. Include annotated copy of applicable Specification Section.
Significant qualities may include attributes, such as performance, weight, size,
durability, visual effect, sustainable design characteristics, warranties, and specific
features and requirements indicated. Indicate deviations, if any, from the Work
specified.
d. Product Data, including drawings and descriptions of products and fabrication and
installation procedures.
e. Samples, where applicable or requested.
f. Certificates and qualification data, where applicable or requested.
g. List of similar installations for completed projects, with project names and
addresses as well as names and addresses of architects and owners.
h. Material test reports from a qualified testing agency, indicating and interpreting test
results for compliance with requirements indicated.
i. Research reports evidencing compliance with building code in effect for Project,
from ICC-ES.
j. Detailed comparison of Contractor's construction schedule using proposed
substitutions with products specified for the Work, including effect on the overall
Contract Time. If specified product or method of construction cannot be provided
within the Contract Time, include letter from manufacturer, on manufacturer's
letterhead, stating date of receipt of purchase order, lack of availability, or delays in
delivery.
k. Cost information, including a proposal of change, if any, in the Contract Sum.
l. Contractor's certification that proposed substitution complies with requirements in
the Contract Documents, except as indicated in substitution request, is compatible
with related materials and is appropriate for applications indicated.
m. Contractor's waiver of rights to additional payment or time that may subsequently
become necessary because of failure of proposed substitution to produce
indicated results.
3. Architect's Action: If necessary, Architect will request additional information or
documentation for evaluation within seven days of receipt of a request for substitution.
Architect will notify Contractor of acceptance or rejection of proposed substitution within
15 days of receipt of request, or seven days of receipt of additional information or
documentation, whichever is later.
a. Forms of Acceptance: Change Order, Construction Change Directive, or
Architect's Supplemental Instructions for minor changes in the Work.
1.5 QUALITY ASSURANCE
A. Compatibility of Substitutions: Investigate and document compatibility of proposed substitution
with related products and materials. Engage a qualified testing agency to perform compatibility
tests recommended by manufacturers.
1.6 PROCEDURES
A. Coordination: Revise or adjust affected work as necessary to integrate work of the approved
substitutions.
Dennis Yarmouth Intermediate Middle School January 19, 2021
Dennis Yarmouth Regional School District 100% Construction Documents
Perkins Eastman DPC, project #71011
SUBSTITUTION PROCEDURES
01 2500 - 3
1.7 SUBSTITUTIONS
A. Substitutions for Cause: Submit requests for substitution immediately on discovery of need for
change, but not later than 15 days prior to time required for preparation and review of related
submittals.
1. Conditions: Architect will consider Contractor's request for substitution in accordance
with M.G.L. c.30, §39M(b) when the following conditions are satisfied. If the following
conditions are not satisfied, Architect will return requests without action, except to record
noncompliance with these requirements:
a. Requested substitution is consistent with the Contract Documents and will produce
indicated results.
b. Requested substitution provides sustainable design characteristics that specified
product provided for compliance with LEED requirements.
c. Substitution request is fully documented and properly submitted.
d. Requested substitution will not adversely affect Contractor's construction schedule.
e. Requested substitution has received necessary approvals of authorities having
jurisdiction.
f. Requested substitution is compatible with other portions of the Work.
g. Requested substitution has been coordinated with other portions of the Work.
h. Requested substitution provides specified warranty.
i. If requested substitution involves more than one contractor, requested substitution
has been coordinated with other portions of the Work, is uniform and consistent, is
compatible with other products, and is acceptable to all contractors involved.
B. Substitutions for Convenience: Architect will consider requests for substitution in accordance
with M.G.L. c.30, §39M(b) and if received within 60 days after commencement of the Work.
Requests received after that time may be considered or rejected at discretion of Architect.
1. Conditions: Architect will consider Contractor's request for substitution when the
following conditions are satisfied. If the following conditions are not satisfied, Architect
will return requests without action, except to record noncompliance with these
requirements:
a. Requested substitution offers Owner a substantial advantage in cost, time, energy
conservation, or other considerations, after deducting additional responsibilities
Owner must assume. Owner's additional responsibilities may include
compensation to Architect for redesign and evaluation services, increased cost of
other construction by Owner, and similar considerations.
b. Requested substitution does not require extensive revisions to the Contract
Documents.
c. Requested substitution is consistent with the Contract Documents and will produce
indicated results.
d. Requested substitution provides sustainable design characteristics that specified
product provided for compliance with LEED requirements.
e. Substitution request is fully documented and properly submitted.
f. Requested substitution will not adversely affect Contractor's construction schedule.
g. Requested substitution has received necessary approvals of authorities having
jurisdiction.
h. Requested substitution is compatible with other portions of the Work.
i. Requested substitution has been coordinated with other portions of the Work.
j. Requested substitution provides specified warranty.
k. If requested substitution involves more than one contractor, requested substitution
has been coordinated with other portions of the Work, is uniform and consistent, is
compatible with other products, and is acceptable to all contractors involved.
2. Owner shall be entitled to reimbursement from Contractor for amounts paid to Architect
for making agreed-upon changes to the Drawings and Specifications resulting from such
substitutions.
Dennis Yarmouth Intermediate Middle School January 19, 2021
Dennis Yarmouth Regional School District 100% Construction Documents
Perkins Eastman DPC, project #71011
SUBSTITUTION PROCEDURES
01 2500 - 4
PART 2 - PRODUCTS (Not Used)
PART 3 - EXECUTION (Not Used)
END OF SECTION