Appendix K — The Willow Street Community Center Project Package

This is the project you manage. Every chapter in this book ends with a Project Checkpoint that adds one deliverable to your Willow Street notebook, and every one of those checkpoints assumes you are holding this package. Forty-two deliverables, one building, one contract, one set of numbers that have to keep agreeing with each other from the first estimate to the final lien waiver.

Read Chapter 1 first if you have not. Then come here, read §K.1 through §K.4 once, and go build something.


K.1 How to use this package

It is described, not drawn

There are no drawings in this appendix. There is a described drawing set — a real sheet index, and then written descriptions of the sheets that carry the information you need, at the level of detail a takeoff actually requires: dimensions, elevations, schedules, quantities of countable things, and the notes that matter.

That sounds like a compromise. It is not. A drawing is a compressed instruction, and the skill this book trains is decompression — turning a set into quantities, sequences, risks, and money. When you read "forty-two punched aluminum windows in four types totaling 900 square feet," you do exactly the work a real sheet would demand: decide the unit, decide the waste factor, decide whether the frame perimeter belongs to the window subcontract or the caulking subcontract, and write down the assumption. None of that gets easier because the source is a paragraph. It also removes the one thing that makes textbook drawing exercises useless — the answer is not hiding in a graphic you cannot zoom. Every number you need is here in words, and every number you do not find here is a gap you must handle the way you would handle it on a real project.

Which brings us to the important part.

What to do when the package does not tell you

It will not tell you everything. That is deliberate, and it is realistic — no bid set is complete, and the professional skill is not finding the answer, it is deciding, recording, and pricing the decision.

So the rule for this project, and for every project you will ever run:

When the documents do not answer a question, do not stop and do not guess silently. State an assumption, write it down where somebody else can find it, price it, and say who owns it if you are wrong.

That is the entire discipline of the basis of estimate (Chapter 12 §12.10) and the qualifications and clarifications page (Chapter 15 §15.6). Use this format every time:

Field What goes in it
Assumption # Sequential. You will reference these forever.
What is missing The specific question the documents do not answer
What I assumed The stated position, with a number where a number is possible
Basis Why — a comparable project, an industry convention, a phone call, a judgment
$ if I am wrong Both directions if the exposure is genuinely two-sided
Who owns it Contractor, owner, or "unresolved — this is why I am writing an RFI"

Aim for at least twelve stated assumptions on your Chapter 12 takeoff. If you have fewer than eight, you have not been honest with yourself about how many decisions you made.

Two standing cautions

Everything here is illustrative. Willow Street is a Tier-3 composite: a fictional building for a fictional department of a fictional city, staffed by fictional people, priced with teaching numbers. It is internally consistent so the arithmetic teaches something real. It is not a price book, it is not a code, and it is not legal advice.

Nothing here overrides your jurisdiction. Permit sequences, lien and notice deadlines, retention limits, prompt-payment rules, prevailing-wage thresholds, licensing, stormwater requirements, and building and fire codes vary by jurisdiction and change over time. Where this package states a number, treat it as this project's number for the purpose of the exercise, and go find your own.


K.2 The project at a glance

Attribute Value
Project Willow Street Community Center
Owner City of Rivermont, Department of Parks & Recreation
Contractor Kestrel Construction Group — you are the project manager
Contract sum $6,800,000, lump sum
Gross building area 24,000 SF, two storeys
Cost per square foot $283.33/SF ($6,800,000 ÷ 24,000 SF)
Structure Wood-framed second floor over a structural steel and CMU first floor; steel-joist roof over the gymnasium
Program Gymnasium, two multipurpose rooms, commercial kitchen, offices, locker rooms
Delivery method Design-bid-build, competitively bid, low responsive/responsible bidder
Contract type Lump sum (stipulated sum)
Contract time 425 calendar days from Notice to Proceed
Available work days 281 WD (425 CD − 121 weekend days − 9 holidays − 14 weather days)
Liquidated damages $1,200 per calendar day
General conditions $680,000 = $1,600 per calendar day
Total daily exposure $2,800/CD ($1,600 extended GC + $1,200 LDs)
Retention 5% flat, no step-down
Bonds 100% payment and 100% performance
Labor Prevailing wage, certified payroll
Site 2.1 acres, flat, rectangular; 420 ft of street frontage × 218 ft deep
Site constraint One street frontage, shared with Danforth Elementary School
Existing conditions One 8-inch water main crossing the site, to be relocated
Total site hours worked 96,000 MH (all employers — the TRIR denominator in Chapter 24)
Peak craft workforce 58 (week 31)

The numbers to memorize

Everything in your notebook eventually reduces to four figures. Learn them now.

Figure Willow Street Northgate, for scale
Contract value $6,800,000 | $47,500,000
Contract time 425 CD 565 CD
Extended general conditions $1,600/CD $5,150/CD
Liquidated damages $1,200/CD $5,500/CD
Total exposure per calendar day $2,800/CD $10,650/CD

Note the ratio. Willow Street's daily exposure is 0.041% of contract value per day; Northgate's is 0.022%. The small job hurts more per day, relative to its size, than the big one. That is not a quirk of these two projects. It is what happens when a fixed staff and a fixed liquidated-damages rate sit on top of a smaller contract, and it is why the schedule discipline on a $6.8 million job is not optional.


K.3 The owner, the design team, and who can direct you

Every person and firm below is a Tier-3 illustrative composite — invented for teaching, not drawn from any real organization or individual.

The owner

The City of Rivermont is a municipal corporation. The Willow Street Community Center is funded from a voter-approved parks bond, which matters more than it sounds: bond funds carry their own reporting, their own audit exposure, and a political constituency that reads the newspaper.

Role Name What they actually control
Director, Parks & Recreation Yolanda Prieto The program. The building is her department's. She is the client — and she is not authorized to direct you.
City Engineer, Public Works — Owner's Project Representative Everett Nakashima, P.E. The only person who can direct the contractor. Signs change orders under the delegated threshold, issues field directives, accepts the schedule.
Capital Projects Coordinator Dolores Ibarra-Finch Day-to-day contact, meeting logistics, document routing, invoice processing. No directive authority.
City Purchasing Agent Tobias Renfroe Executes the contract, holds the bonds and certificates, runs the bid opening
City Council Approves the contract; approves any change order or cumulative change total above $50,000
Building Safety Division (AHJ) Frank Petrosyan, inspector Permits and inspections. Not the owner, not on your side or theirs.
Fire Marshal Capt. Renata Bosko Fire alarm, sprinkler, egress, fire-lane, and hood-suppression acceptance
County Health Department Ade Sackey-Turner Commercial-kitchen plan review and pre-opening inspection
Rivermont Municipal Water Loreen Gadsby Water-main relocation approval, shutdown scheduling, fire-flow confirmation

🚩 The authority question — read this twice

Only Everett Nakashima can direct you, and only in writing. Everyone else can ask.

That distinction is worth money on this job, because Yolanda Prieto is enthusiastic, present on site, and has strong opinions about her building. She is also the reason your notebook needs a confirming-letter template (Chapter 26 §26.7.1) before you need it. A parks director who says "while you're in there, could you make the gym storage room a little bigger" on a Thursday afternoon has not issued a change order. If you build it, you built it for free — and you will have spent your own money making a friend who cannot pay you.

Write the authority line into the kickoff-meeting minutes, put it in every subcontract, and post it in the trailer. See Chapter 19 §19.4.1 and Appendix G.

The design team

Discipline Firm Lead Notes
Architect (prime consultant) Alder & Quist Architects (A&Q) Simone Vega-Ostrom, Principal-in-Charge Contract administration, RFI responses, pay-application certification
Project architect A&Q Bo Tran-Kilmer Your day-to-day A/E contact
Construction administrator A&Q Naomi Oyelaran Site observation, punch list, submittal log
Structural Petrakis & Bell Structural Engineers Aris Petrakis, P.E. Engineer of record; reviews steel, joist, and wood-truss submittals
Mechanical / electrical / plumbing Cardinal Point Engineering Fay Odunlami, P.E. Also fire protection design criteria
Civil / landscape Sagebrush Civil Group Wendell Achterberg, P.E. Site, grading, utilities, stormwater, the water-main relocation
Geotechnical Torrey Geosciences Dr. Ines Kolarov, P.E. Report dated 8 months before bid; not a contract document — see §K.7
Special inspections & testing Rivermont Materials Testing Engaged and paid by the City
Commissioning agent Bluestem Commissioning Hal Ferreira-Quinn Engaged directly by the City

The neighbors

Direction What is there
South (frontage) Willow Street — two lanes, parallel parking both sides, sidewalk both sides. Danforth Elementary School directly opposite, Principal Arnetta Loyola; crossing guard, bus loop, parent drop-off. Arrival peaks 7:45 a.m., dismissal 3:15 p.m.
North Hollis Park — wooded city parkland, no vehicular access, mature trees within 15 ft of the property line
East Rivermont Public Works Yard No. 3 — fenced municipal storage, no public access
West Private residential parcel, six-foot privacy fence, occupied single-family home

The school is the binding constraint on this project. It sets the gate locations, the truck route, the delivery blackouts, the crane windows, the traffic-control plan, the water-main shutdown, and the worker-parking solution. If any logistics decision you make ignores 7:45 and 3:15, redo it. See Chapter 17 §17.4 and Chapter 18 §18.3.


K.4 The program

Gross building area 24,000 SF. First floor 14,000 SF (the footprint); second floor 10,000 SF. The gymnasium is a 4,000 SF double-height volume with no floor above it — which is exactly why the second floor is 10,000 SF and not 14,000.

First floor — 14,000 SF

Space Qty Area (SF) Design occupant load Special requirements that drive cost
Gymnasium 1 4,000 280 24'-0" clear height to underside of joist; maple strip athletic floor on a floating sleeper system; 50-ft clear span roof structure; wall pads; two ceiling-suspended backstops; motorized divider curtain; impact-resistant lighting with guards
Gym storage 1 400 4 Overhead coiling door; 8'-0" clear
Lobby, vestibule, control desk 1 1,050 70 Aluminum storefront both faces of vestibule; walk-off matting; transaction counter
Multipurpose Room A 1 1,100 73 seated / 110 standing Motorized operable partition to Room B; STC-rated partition assembly; ceiling and wall acoustic treatment; dimmable lighting; floor boxes; AV
Multipurpose Room B 1 1,100 73 seated / 110 standing Same; combined room 2,200 SF, occupant load 220
Multipurpose storage (tables, chairs) 1 250 Double doors; impact-resistant base
Commercial kitchen 1 900 9 14-ft Type I hood with fire suppression; dedicated makeup-air unit; grease exhaust to roof fan; quarry tile floor with coved base; 6 floor sinks; stainless wall panels; 1,500-gallon exterior grease interceptor; separate gas service; health-department plan review
Kitchen dry storage, cold storage, dish 1 300 3 Walk-in cooler/freezer combination on a depressed slab; dish machine with booster
Men's locker room 1 700 47 6 showers, 6 WC, 2 urinals, 6 lavatories in 700 SF — the highest plumbing density on the job; epoxy floor with slope to drain; ceramic tile walls to 7'-0"; recirculated hot water
Women's locker room 1 700 47 6 showers, 6 WC, 6 lavatories; same finishes
Family / accessible changing 1 180 2 1 WC, 1 lavatory, 1 roll-in shower, bench, adult changing table
Public restrooms 2 220 ea 3 WC + 2 lav each (women's), 2 WC + 2 urinal + 2 lav (men's)
Custodial 1 120 Mop sink, shelving
Mechanical / electrical / fire riser 1 620 Code-required working clearance at the switchboard — space no other trade may occupy
Elevator and machine space 1 130 Hydraulic, 3,500 lb, 2 stops
Stairs (2) 2 200 ea Enclosed, rated; steel pan with concrete fill
Circulation and corridors 1,610 6'-0" clear minimum
First-floor total 14,000

Second floor — 10,000 SF

Space Qty Area (SF) Design occupant load Special requirements that drive cost
Fitness / weight room 1 1,850 37 Impact-rated rubber flooring; floor vibration criterion over wood framing; mirrored walls; high ventilation rate
Group exercise / dance studio 1 1,050 52 Sprung floor; ballet barres; sound isolation from offices below-adjacent
Administrative office suite (5 offices, open work area, reception) 1 1,500 15 Data and power at every workstation; sidelights; acoustic ceiling
Conference room 1 420 28 AV, dimming, acoustic ceiling
Staff break and lockers 1 260 8 Sink, casework, appliance circuits
Youth / after-school room 1 900 60 Durable finishes; casework; sink
Teen room 1 640 42 Durable finishes; AV rough-in
Arts and crafts room 1 700 46 Sink, plaster trap, casework, resilient flooring
Restrooms 2 210 ea 3 WC + 2 lav each
Storage 1 300
Mechanical / IT / electrical 1 420 IT room with dedicated cooling
Elevator lobby and stairs 1 480
Circulation and corridors 1,060 6'-0" clear minimum
Second-floor total 10,000

Occupant loads above are design figures for this exercise only. Actual occupant load is determined by the adopted code, the use classification, and the building official. Confirm before you rely on any of it for egress, plumbing-fixture counts, or ventilation.

The five program items that carry disproportionate cost and risk

  1. The gymnasium. A 4,000 SF room that consumes a 50-ft clear span, 24 feet of height, its own roof structure, a specialty floor with a moisture-emission requirement, and two of the four rooftop units. It is 17% of the floor area and closer to 25% of the trouble.
  2. The commercial kitchen. Health-department review, a Type I hood, a makeup-air unit, a grease exhaust duct with clearance requirements, a grease interceptor outside the building, a separate gas service, and equipment with a long lead. Six trades touch one room. See §K.12, discrepancy 6.
  3. The locker rooms. Twelve showers, twelve water closets, twelve lavatories, and two urinals in 1,400 SF, all draining to under-slab sanitary at a fixed slope. Gravity wins every coordination argument in this room — everything else moves.
  4. The operable partition. A moving wall needs a structural support above it with a stated deflection limit, and the manufacturer will tell you so in a submittal that arrives after the floor is framed. See §K.12, discrepancy 10.
  5. The wood-framed second floor. Cheap, fast, and a water-damage exposure your steel-and-CMU first floor is not. It also caps every duct and pipe crossing it, because you cannot drill an engineered joist outside the manufacturer's hole chart.

K.5 The described drawing set

K.5.1 Drawing index

110 sheets, issued for bid, Rev. 0. Two addenda were issued during bidding (Addendum 1: 6 sheets revised; Addendum 2: 4 sheets revised plus the geotechnical report attached for information). Sheets revised by addendum carry Rev. 1.

Series Discipline Sheets Range
G General — cover, index, abbreviations, code and life-safety plans, accessibility details 6 G-001 – G-006
C Civil — survey, demolition, site plan, grading, utilities, stormwater, details 11 C-1.1 – C-5.2
L Landscape — planting, irrigation, site furnishings, details 5 L-101 – L-501
A Architectural — plans, elevations, sections, wall sections, details, RCPs, schedules 34 A-011 – A-701
S Structural — general notes, foundation, framing, sections and details 14 S-001 – S-601
M Mechanical — plans, roof plan, schedules, details, controls 12 M-001 – M-601
P Plumbing — under-slab, plans, riser diagrams, schedules, details 9 P-001 – P-501
E Electrical — site, power, lighting, one-line, panel schedules, details 13 E-001 – E-601
FP Fire protection — design-criteria plans and details (delegated design) 4 FP-001 – FP-301
T Technology — data, security, access control, AV 2 T-101 – T-201
Total 110

That is a set you can genuinely read cover to cover in two days, which is the point of doing this exercise on a $6.8 million building instead of a $47.5 million one. Read all of it.

K.5.2 C-1.1 — Site plan

Site: 420 ft along Willow Street (south) × 218 ft deep = 91,560 SF = 2.10 acres. Rectangular. Flat: existing grades run from elevation 98.4 at the southwest corner to 101.2 at the northeast, a total relief of 2.8 feet across the whole site. Finished first-floor elevation is 100'-0" project datum, which corresponds to survey elevation 101.5.

The building is a 175 ft (east–west) × 80 ft (north–south) rectangle = 14,000 SF, set toward the north-center of the site: 62 ft from the north property line, 76 ft back from the south (Willow Street) right-of-way line, 118 ft from the west line, 127 ft from the east line.

The existing 8-inch water main crosses the site east–west, approximately 60 ft north of the Willow Street right-of-way line — directly under the future parking field and the future truck loop.

                       H O L L I S   P A R K   (wooded, no access)              N ^
   ============ tree protection fence, 15 ft inside north property line ===========
   +---------------------------------------------------------------------------+
   |                          62 ft setback to building                         |
   |   +---------------------+ +-------------------------------------------+    |
   |   |    GYMNASIUM        | |                                           |    | P
   |   |    50 x 80          | |   TWO-STOREY BLOCK  125 x 80              |    | U
   |   |    4,000 SF         | |   10,000 SF / floor                       |    | B
   |   |    24'-0" clear     | |   13'-0" and 11'-0" floor to floor        |    | L
   R   |    steel joist roof | |   wood 2nd floor on steel + CMU           |    | I
   E   +---------------------+ +-------------------------------------------+    | C
   S              |<------------------ 175 ft ------------------>|              |
   I                                                                            | W
   D      ....... EXISTING 8" WATER MAIN (relocate, 340 LF) ...................  | O
   E                                                                            | R
   N      [ DETENTION ]              PARKING — 96 stalls, 4 accessible          | K
   T          BASIN                  4,200 SY asphalt / 1,850 LF C&G            | S
   I                                                                            |
   A          <--------- 76 ft building setback to R.O.W. --------->            | Y
   L    [ bus drop / former maintenance shed footprint, demolished ~15 yr ago ] | D
   |                                                                            |
   +---------------------------------------------------------------------------+
   |<--------------------------- 420 ft frontage ----------------------------->|
   ============== W I L L O W   S T R E E T   (2 lanes, parking both sides) =====
      [crossing guard]        [school bus loop]        [parent drop-off]
                     D A N F O R T H   E L E M E N T A R Y   S C H O O L

Also shown on C-1.1: 96 permanent parking stalls (4 accessible, 2 van), a bus drop-off pull-out on the frontage, a refuse enclosure with a concrete pad at the southeast, a fire lane loop with a 45-ft inside turning radius, 7,400 SF of concrete sidewalk and entry plaza, bike racks, and site lighting.

K.5.3 A-101 — First-floor plan

North–south building depth 80 ft; east–west length 175 ft. Column grid: A through F east–west at 35 ft, 1 through 3 north–south at 40 ft. The gymnasium occupies grids A–B (the west 50 ft), full depth. The two-storey block occupies grids B–F.

  • Gymnasium, grids A–B: 50 ft × 80 ft clear. Court striped 74 ft × 42 ft running north–south, plus two cross-courts. Wall pads to 6'-0" on all four walls. Two ceiling-suspended backstops. Motorized divider curtain on the grid-A/B centerline.
  • Gym storage, 400 SF, northeast corner of the gym, overhead coiling door to the gym floor.
  • Lobby and control desk, grid B–C at the south face, with the main entry vestibule projecting 10 ft south under a 25 ft × 40 ft standing-seam metal entry canopy.
  • Multipurpose Rooms A and B, grids C–D, south side, 1,100 SF each, separated by a motorized operable partition on the grid-line between them, with direct access to the kitchen serving counter.
  • Commercial kitchen, grid D, north side, 900 SF, with dry/cold storage and dish, 300 SF, to the east. Two overhead coiling serving shutters to the multipurpose rooms. Receiving door on the north elevation.
  • Locker rooms (men's, women's, family), grid E, north side, sharing a common plumbing wall.
  • Public restrooms, custodial, mechanical/electrical/fire riser, grid F.
  • Stair 1 at grid B (adjacent to the gym), Stair 2 at grid F. Elevator adjacent to Stair 2.

K.5.4 A-102 — Second-floor plan

10,000 SF over grids B–F only; no floor over the gymnasium. The gym's east wall (grid B) is the second floor's west boundary and is a full-height CMU wall from slab to roof bearing.

  • Fitness / weight room, grids B–C, 1,850 SF, along the north side.
  • Group exercise / dance studio, grid C, 1,050 SF.
  • Administrative office suite, grids D–E, south side, 1,500 SF, plus a 420 SF conference room.
  • Youth room (900 SF), teen room (640 SF), arts and crafts (700 SF), grids E–F.
  • Restrooms (2), staff break, storage, mechanical/IT/electrical, grid F.
  • Corridor runs east–west on the building centerline, 6'-0" clear, with the elevator lobby at grid E.

Floor-plan block diagram — both levels. Not to scale; blocks are proportional to area.

  FIRST FLOOR — 14,000 SF                                          N ^
  GRID:  A          B          C          D          E          F
       +----------+----------+----------+----------+----------+
       |          |   GYM    | KITCHEN  | LOCKER   | MECH /   |
       |          |  STORAGE | 900 +    | ROOMS    | ELEC /   |
       |  GYMNA-  |   400    | STOR 300 | M 700    | RISER    |   north
       |  SIUM    +----------+----------+ W 700    | 620      |   side
       |          |  STAIR 1 |          + FAM 180  +----------+
       |  4,000SF |  ELEV    |==== C O R R I D O R ====| STAIR 2|
       |          +----------+----------+----------+----------+
       |  50 x 80 |  LOBBY / | MULTI-   | MULTI-   | PUBLIC   |
       |          |  CONTROL | PURPOSE  | PURPOSE  | RESTRMS  |   south
       |  24'-0"  |  DESK    |    A     |    B     |  440     |   side
       |  clear   |  1,050   |  1,100   |  1,100   | CUSTOD.  |
       +----------+----------+----------+----------+----------+
                   [ ENTRY CANOPY 25 x 40, standing seam ]
       |<--50 ft->|<--------------- 125 ft --------------->|
                             ^ operable partition, A|B
                             ^ serving shutters, kitchen to multipurpose

  SECOND FLOOR — 10,000 SF   (no floor over the gymnasium)
  GRID:  A          B          C          D          E          F
       +----------+----------+----------+----------+----------+
       |          |     FITNESS /       | YOUTH    | TEEN /   |
       |  OPEN    |     WEIGHT ROOM     | ROOM     | CRAFTS   |   north
       |  TO      |        1,850        |   900    | 1,340    |   side
       |  GYM     +----------+----------+----------+----------+
       |  BELOW   |==== C O R R I D O R ==========| ELEV LBY  |
       |          +----------+----------+---------+-----------+
       |          |  GROUP   |  ADMIN OFFICE SUITE | RESTRMS  |
       |  (24 ft  |  EXER /  |       1,500         | 420      |   south
       |  volume) |  STUDIO  +----------+----------+ MECH/IT  |
       |          |  1,050   | CONF 420 | BREAK 260| 420      |
       +----------+----------+----------+----------+----------+

K.5.5 A-103 — Roof plan

Total roof area 14,000 SF, of which:

Roof area Area (SF) System
Main roof over the two-storey block 9,000 Mechanically fastened TPO over tapered polyisocyanurate
Gymnasium roof 4,000 Mechanically fastened TPO over tapered polyisocyanurate on metal deck
Entry canopy 1,000 Standing-seam metal roof over wood framing
Total 14,000 TPO 13,000 SF, standing seam 1,000 SF

Drainage: 8 roof drains and 8 overflow drains (6 + 6 on the main roof, 2 + 2 on the gym), tapered insulation crickets to each. Parapet all around at elevation 127'-6" with continuous metal coping, 510 LF.

Rooftop equipment: RTU-1 and RTU-3 on the gymnasium roof; RTU-2 and RTU-4 on the main roof; MAU-1 (kitchen makeup air) and EF-1 (kitchen grease exhaust) on the main roof above the kitchen; EF-2, EF-3, EF-4 at toilet, locker, and custodial exhaust. Two roof hatches with ships ladders. Total roof penetrations, all trades: 35.

K.5.6 A-301 and A-302 — Building sections

A-301 — longitudinal section, east–west through the gymnasium and the two-storey block.

   El. 127'-6"  ___________________________________  parapet, coping over
                |    TPO / tapered polyiso        |
   El. 124'-0"  |=================================|  roof bearing / T.O. steel & truss
                |         |                       |
                |  GYM    |  2ND FLOOR  11'-0"    |  wood trusses @ 24" o.c.
                | 24'-0"  |                       |
   El. 113'-0"  | clear   |=======================|  T.O. subfloor / 2nd floor
                |         |                       |  14" wood I-joists @ 16" o.c.
                |         |  1ST FLOOR  13'-0"    |  16" total floor depth
   El. 100'-0"  |_________|_______________________|  T.O. slab  (survey el. 101.5)
                 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~   finished grade el. 99.2 typical
   El.  96'-4"  ---------------------------------   T.O. footing (typical)
       |<--50'-->|<----------- 125' ------------>|

Critical dimensions from A-301, all of which you will use:

Dimension Value
First floor, floor to floor 13'-0"
Second floor, floor to roof bearing 11'-0"
Wood floor system total depth (I-joist + subfloor + underlayment) 16 inches
First-floor finished ceiling height (typical) 9'-0"
Available interstitial cavity, first floor 156″ − 16″ − 108″ = 32 inches
Gymnasium clear height, floor to underside of joist 24'-0"
Top of parapet elevation 127'-6"
Top of footing, typical elevation 96'-4"

A-302 — transverse section, north–south through the multipurpose rooms, kitchen, and locker rooms. Shows the operable partition head condition, the kitchen hood and grease-duct riser to the roof, the locker-room plumbing chase, and the corridor ceiling cavity. Over the cook line, the clear plan width between the hood and the walk-in cooler wall is 9'-4".

K.5.7 A-401 through A-403 — Wall sections and roof details

Sheet / detail Condition Described content
1/A-401 Typical exterior wall, first floor 8-inch CMU back-up · fluid-applied air/water barrier on the exterior face of CMU · 2-inch continuous rigid insulation · 2-inch drained cavity with mortar-collection mesh · modular brick veneer, running bond, brick ties at 16″ o.c. vertically · through-wall flashing and weeps at the base and at each shelf angle
2/A-401 Roof edge / parapet, two-storey block Wood truss bearing on double top plate · 5/8″ sheathing · 4 inches of polyisocyanurate shown, tapered · cover board · mechanically fastened TPO · treated blocking, coping cleat, continuous metal coping
3/A-401 Base of wall at grade Below-grade waterproofing to 12″ above grade · protection board · brick shelf at elevation 99'-4" · through-wall flashing, end dams, weeps at 24″ o.c.
4/A-401 Gymnasium wall CMU full height to elevation 124'-0" · brick veneer wainscot to elevation 110'-0" · 3-inch insulated metal panel from 110'-0" to the parapet · horizontal joint and starter detail at the transition
5/A-402 Second-floor wood-framed wall 2×6 wood studs at 16″ o.c. · 5/8″ exterior sheathing · self-adhered air/water-resistive barrier · 2-inch continuous mineral wool with clips · vented rainscreen cavity · fiber-cement panel with exposed fastener pattern
6/A-402 Second-floor wall head at parapet The self-adhered air/water-resistive barrier is shown terminating at the top of the wall sheathing. Blocking above.
7/A-402 Floor line, CMU to wood frame, elevation 113'-0" Steel ledger and joist hangers · rim closure · the air barrier changes material here — fluid-applied below, self-adhered above · lap direction not shown
1/A-403 Punched window head, jamb, sill in fiber cement Sill pan with end dams and back dam · head flashing · sealant joint with backer rod
2/A-403 Roof-to-parapet at the two-storey block The roof membrane is shown terminating under the coping. Coping cleat and fasteners shown.
3/A-403 Storefront head and sill at the lobby Thermally broken frame · perimeter sealant · sill pan · anchor spacing

K.5.8 S-101 — Foundation plan

Spread footings at columns; continuous strip footings under all CMU bearing and foundation walls. Slab on grade throughout.

Item Description
Continuous wall footings 770 LF total — 510 LF at the building perimeter, 80 LF at the gym demising wall, 180 LF at interior bearing walls. 2'-6" wide × 12" deep, top of footing elevation 96'-4"
Column spread footings 24 footings in three sizes per the footing schedule (see below)
Foundation walls 8-inch CMU on the strip footings, from top of footing (96'-4") to top of slab (100'-0"), fully grouted and reinforced
Slab on grade 5 inches, typical, over 6 inches of compacted aggregate base and a vapor retarder. General note: "5-inch slab on grade, reinforced with welded wire reinforcement, control joints at 12 ft o.c. maximum, each way."
Depressed / thickened slabs Kitchen (900 SF, depressed 2 inches for quarry tile, trench drain at the cook line), walk-in cooler pad (150 SF), locker rooms and showers (750 SF, sloped to drains, 6-inch reinforced)
Elevator pit 4'-0" deep, 6'-6" × 8'-0", waterproofed, with a sump

Footing schedule (S-101):

Mark Size Depth Qty Reinforcing
F1 5'-0" × 5'-0" 18" 10 Per schedule, both ways
F2 7'-0" × 7'-0" 20" 10 Per schedule, both ways
F3 9'-0" × 9'-0" 24" 4 Per schedule, both ways
CF1 2'-6" continuous 12" 770 LF Continuous, plus dowels to CMU

K.5.9 S-201 and S-202 — Framing plans

S-201 — Second-floor framing plan (elevation 113'-0"), grids B–F only.

  • 14-inch engineered wood I-joists at 16 inches on centre, spanning north–south, bearing on the exterior CMU walls and on interior steel beams.
  • Steel beams and columns on grids C, D, and E carry the interior joist bearing lines. Wide-flange beams with a maximum span of 35 ft.
  • 3/4-inch tongue-and-groove sheathing, glued and nailed, plus 3/4-inch underlayment at wet areas. Total floor system depth 16 inches.
  • Framed area 11,200 SF (10,000 SF of floor plus stair, elevator, and rim framing).
  • Note: no beam is shown at the operable-partition line between Multipurpose A and B.

S-202 — Roof framing plan (bearing elevation 124'-0").

Area System Area (SF)
Two-storey block Pre-engineered wood roof trusses at 24" o.c., 40-ft clear span, with 5/8" sheathing 9,000
Gymnasium Open-web steel joists at 5'-0" o.c., 50-ft clear span, on joist girders, with 1½" type B, 20-ga metal deck 4,000
Entry canopy Wood-framed on steel columns, standing-seam metal roof 1,000
Blocking, nailers, curbs, and sheathing, all areas Rough carpentry (14,600 SF of roof framing work)

Gym joists are marked J-1 through J-24 on grids A through E. The joist schedule on S-202 lists 26 joist marks. Bearing detail 4/S-501 shows the joist bearing plate on a continuous bond beam at elevation 123'-4"; the plan shows bearing at 124'-0".

K.5.10 Schedules

Door schedule — A-601. The schedule lists 92 openings. The plans (A-101 and A-102) show 96.

Type Description Count
A Aluminum storefront pair, thermally broken, glazed 3
B Hollow metal exterior single, insulated, painted 9
C Hollow metal interior single, painted 22
D Hollow metal interior pair 5
E Solid-core wood in hollow metal frame, stained 48
F Aluminum-framed interior glazed 6
G Overhead coiling counter shutter (kitchen serving) 2
H Overhead coiling door (gym storage) 1
Total shown on plans 96

Hardware sets: 14 sets, including panic hardware at all egress doors, card access at 6 exterior and 4 interior openings, and closers at all rated openings.

Window schedule — A-602. Thermally broken aluminum, punched openings.

Mark Size Type Qty Area (SF)
W1 4'-0" × 5'-0" Fixed 18 360
W2 4'-0" × 5'-0" Projected 12 240
W3 6'-0" × 5'-0" Fixed 8 240
W4 3'-0" × 5'-0" Fixed 4 60
Total 42 900

Storefront, thermally broken aluminum with 1-inch insulating glass: lobby vestibule, multipurpose room south wall, and the gym entry. Total 1,180 SF. The elevations note "1-inch insulating glass, tinted."

Finish schedule — A-603 (summary).

Area Floor Base Walls Ceiling
Gymnasium Maple strip athletic floor on floating sleepers Vented wood base Painted CMU, wall pads to 6'-0" Exposed structure, painted
Multipurpose A/B Tile carpet with resilient perimeter Resilient Painted gypsum board, acoustic panels Acoustical panel, 2×2
Kitchen Quarry tile, coved Quarry cove FRP / stainless panels Washable vinyl-faced gypsum
Locker rooms Epoxy, sloped to drain Integral cove Ceramic tile to 7'-0", painted CMU above Moisture-resistant acoustical
Lobby / corridors Porcelain tile / walk-off Resilient Painted gypsum board Acoustical panel
Offices / activity rooms Tile carpet Resilient Painted gypsum board Acoustical panel
Fitness / studio Rubber / sprung wood Resilient Painted gypsum board, mirror Acoustical panel

Equipment schedules.

Sheet Schedule Contents
M-601 Rooftop unit schedule RTU-1 gym east, 12.5 ton, 5,000 CFM · RTU-2 first floor, 20 ton, 8,000 CFM · RTU-3 gym west, 12.5 ton, 5,000 CFM · RTU-4 second floor, 17.5 ton, 7,000 CFM · 62.5 tons total
M-601 Fan and makeup-air schedule MAU-1 kitchen makeup air, 4,000 CFM · EF-1 kitchen grease exhaust, 4,400 CFM · EF-2/EF-3 toilet and locker exhaust, 2,600 CFM combined · EF-4 storage/custodial, 600 CFM
P-501 Plumbing fixture schedule 26 water closets · 6 urinals · 24 lavatories · 12 showers · 4 service sinks · 6 drinking fountains with bottle fillers · 6 kitchen floor sinks · 34 floor drains · 8 hose bibbs · 2 gas water heaters, 100 gal each, with recirculation
E-601 Panel schedules and one-line 800 A, 480Y/277V, 3-phase 4-wire service · main switchboard · 3 distribution panels · 75 kVA and 45 kVA dry-type transformers to 208Y/120V · dedicated kitchen panel · battery-integral emergency egress lighting · no standby generator
A-701 Specialty equipment schedule 2 ceiling-suspended basketball backstops · 4 wall-mounted side goals · 1 motorized divider curtain · gym wall pads · volleyball floor sleeves · 24 metal locker banks · toilet accessories · signage (allowance)
A-701 Foodservice equipment schedule 14-ft Type I exhaust hood with wet-chemical suppression · walk-in cooler/freezer combination · 6-burner range with oven · 2 convection ovens · 3-compartment sink · dish machine with booster heater · prep tables · 1,500-gallon exterior grease interceptor

K.6 Specifications, described

The project manual is one volume, 168 pages, 61 sections across Divisions 00 through 33. Below is what each part of it actually requires. These are summaries written for this exercise. No real specification text is quoted anywhere in this appendix.

⚠️ Ten deliberate discrepancies are planted between the drawings described in §K.5 and the specifications summarized below. Finding them is your Chapter 7 deliverable. The answers are in §K.12 — do not read that section until you have run all six passes and written all ten log entries.

K.6.1 Division 00 — Procurement and contracting requirements

Invitation to bid · instructions to bidders · bid form with three add alternates and one deduct alternate · bid bond at 5% of the base bid · the Agreement (stipulated sum) · General Conditions · Supplementary Conditions · payment and performance bond forms · the applicable prevailing wage determination · certified payroll form and statement of compliance · non-collusion affidavit.

The order-of-precedence clause lives in the Supplementary Conditions. Willow Street uses a stated hierarchy, which is common in owner-drafted municipal contracts and is not the complementary regime you may be used to:

Illustrative clause, drafted for this exercise: "In the event of conflict among the Contract Documents, precedence shall be: (1) executed modifications and change orders, in reverse order of issue; (2) the Agreement; (3) the Supplementary Conditions; (4) the General Conditions; (5) addenda, in reverse order of issue; (6) Division 01 requirements; (7) technical specification Sections; (8) drawings. Where a conflict exists within the same rank, or between drawings of the same discipline, the more stringent requirement shall govern and the Contractor shall request the Architect's interpretation before proceeding. Figured dimensions govern over scaled dimensions; large-scale details govern over small-scale drawings."

Read that carefully, because it does three things at once. It puts specifications above drawings. It applies "more stringent governs" as the tiebreaker within a rank — which is brutal, because it means you price the worse reading of every ambiguity you do not resolve. And it still requires you to ask before proceeding. Copy it into your Chapter 7 order-of-precedence memo, verbatim, and hand a copy to your superintendent.

K.6.2 Division 01 — General requirements (the sections that carry money)

Section What it obligates you to do — and what it costs
01 20 00 — Price and payment procedures Allowances: signage $28,000; landscape plant material $34,000; unforeseen underground obstructions $40,000. Unit prices: rock excavation $92.00/CY; undercut and replace unsuitable soil $46.00/CY; additional 8-inch water main $128.00/LF; additional CMU $29.50/SF. Alternates: Alt 1 telescoping bleachers · Alt 2 photovoltaic-ready roof provisions · Alt 3 second-floor terrace paving · Alt 4 (deduct) substitute resilient flooring for the maple gym floor
01 25 00 — Substitutions Substitution requests accepted only up to 10 days before bid; after award, only for a documented product unavailability. Every post-award request carries the Architect's review cost.
01 26 00 — Contract modification procedures Change-order pricing format · markup limits (see §K.9) · 21 days to submit a priced proposal after a change request · time-impact analysis required for any claim of time
01 29 00 — Payment procedures Schedule of values required within 21 days of NTP, subject to the Architect's approval · pay period ends the last day of the month · application due by the 5th · stored-material documentation requirements · as-built drawings must be current as a condition of payment
01 31 00 — Project management and coordination Weekly OAC meeting; contractor prepares and distributes minutes within 3 business days · RFI response time: 10 calendar days · pre-installation conferences required for 9 specification sections
01 32 00 — Construction progress documentation CPM schedule required. Baseline within 21 days of NTP · monthly updates with each pay application · narrative required · float is a project resource, not owned by either party · schedule of submittals · monthly photographs
01 33 00 — Submittal procedures Architect review: 10 calendar days, 10 more for a resubmittal · contractor review and stamp required before transmittal · deferred/delegated design submittals (fire protection, wood trusses, steel joists, operable partition support, athletic equipment anchorage) require an engineer's seal
01 40 00 — Quality requirements Mockups: an 8 ft × 8 ft exterior wall mockup showing brick, flashing, air barrier, and a window jamb, built off the building and water-tested; a 4 ft × 4 ft fiber-cement panel mockup. Special inspections by the City's laboratory, but scheduling, access, and standby time are the contractor's cost
01 50 00 — Temporary facilities and controls Fence with screening at the frontage · school-zone traffic control plan required before any street work · temporary water and power · one field office · dust and noise control · work hours 7:00 a.m.–7:00 p.m. weekdays, 8:00 a.m.–5:00 p.m. Saturdays, no Sunday work without a written variance
01 74 19 — Construction waste management 65% diversion by weight, documented monthly with tickets
01 77 00 / 01 78 23 / 01 79 00 — Closeout Punch procedure · O&M manuals in a specified format · attic stock quantities · 12 hours of owner training, recorded · warranties · record drawings
01 91 13 — Commissioning Commissioning agent engaged by the City; the contractor provides access, startup, functional-test participation, and correction. Cx is a schedule activity, not a formality.

K.6.3 Technical sections by division — described

Division 02 — Existing conditions. Site clearing and grubbing; removal of the abandoned bus-drop apron and the former maintenance-shed slab; protection of the Hollis Park tree line; erosion and sediment control per the approved plan.

Division 03 — Concrete (03 30 00). 4,000 psi concrete at footings, foundation walls, and slabs on grade; 3,000 psi at exterior flatwork. Air entrainment for exterior work. Vapor retarder under all interior slabs. Curing and joint-filling requirements. The section states the slab on grade shall be 6 inches thick. Flatness and levelness tolerances stated for the general slab, with a tighter tolerance under the athletic floor. Reinforcing furnished, fabricated, delivered, and installed; concrete testing by the City's laboratory, with the contractor responsible for access and standby.

Division 04 — Masonry (04 20 00). 8-inch normal-weight concrete masonry units, running bond; Type S mortar; vertical reinforcing with grouted cells at the spacing shown on the structural drawings; bond beams at bearing and at the top of walls; joint reinforcement; cold-weather and hot-weather masonry provisions; prism testing and grout inspection by the City's laboratory. Modular face brick veneer, running bond, with adjustable ties, through-wall flashing, end dams, weeps at 24 inches on centre, and mortar-collection mesh in the cavity. Cleaning method specified.

Division 05 — Metals (05 12 00, 05 21 00, 05 31 00, 05 50 00). Structural steel frame, columns and beams, shop-primed. Open-web steel joists and joist girders over the gymnasium, with a stated deflection limit and bridging requirements. 1½-inch type B metal roof deck, 20 gauge. Miscellaneous metals: lintels, embeds, angles, bollards, ladders, roof hatches, pipe supports, and both stairs. Delegated design and shop drawings required for joists, sealed by an engineer.

Division 06 — Wood (06 10 00, 06 17 00). Rough carpentry, blocking, nailers, and in-wall backing. Engineered wood I-joists with the manufacturer's hole chart made part of the submittal. Shop-fabricated wood roof trusses, delegated design, sealed. Sheathing grades and fastening schedule. Fire-retardant treatment where required by the rated assemblies. Casework and countertops.

Division 07 — Thermal and moisture protection. 07 21 00 Thermal insulation: continuous exterior insulation with a stated R-value and a thermal-break clip system. 07 22 00 Roof and deck insulation: polyisocyanurate, tapered to drains, average R-30 continuous over the roof deck. 07 27 00 Air barriers: fluid-applied at CMU, self-adhered sheet at wood framing, continuous across all transitions, with compatibility documentation between adjacent products. 07 41 13 / 07 42 13: standing-seam metal roof and 3-inch insulated metal wall panel. 07 46 46: fiber-cement panel rainscreen with a vented and drained cavity. 07 54 23: mechanically fastened TPO, 60-mil, with a 20-year manufacturer's warranty. 07 92 00: joint sealants by substrate pair, with different classes for masonry-to-masonry, masonry-to-metal, and metal-to-glass joints.

Division 08 — Openings. Hollow metal doors and frames, welded, painted. Flush wood doors, stain-grade. 08 41 13 Aluminum storefront: thermally broken, with a stated maximum U-factor and a stated maximum solar heat gain coefficient. 08 51 13 Aluminum windows: thermally broken, with air-, water-, and structural-performance requirements and a stated U-factor. Door hardware by set, with card access at designated openings. Glazing by type.

Division 09 — Finishes. Gypsum board assemblies, including the rated assemblies at corridors, shafts, and the gym-side walls, framed and boarded full height to the deck at all rated partitions, with head-of-wall joints and penetration firestopping specified. Acoustical panel ceilings. Ceramic tile at locker rooms. Epoxy flooring with integral cove. Resilient flooring and base. Tile carpet. 09 64 66 Wood athletic flooring: maple strip on a floating sleeper system, over a 6-inch concrete slab, with a stated flatness tolerance and a maximum moisture-vapor emission rate to be verified by test before installation. Painting.

Divisions 10–14 — Specialties through conveying. Operable partitions (10 22 26) — motorized, with a stated acoustic rating and a structural support above the partition, with a stated deflection limit, "by others." Metal lockers. Toilet accessories. Signage (allowance). 11 40 00 Foodservice equipment — furnished and installed by the foodservice contractor, with rough-in by the mechanical, plumbing, and electrical trades; grease interceptor specified in this section and in 22 13 19. 11 66 23 Gymnasium equipment — ceiling-suspended backstops, side goals, motorized divider curtain, wall pads, and floor sleeves; the section requires a minimum 25'-0" clear height from finished floor to the lowest structural member for the specified backstop and curtain. Roller shades. 14 24 00 hydraulic passenger elevator, 3,500 lb, two stops.

Divisions 21–28 — Facility services. Wet-pipe sprinkler system throughout, delegated design, with upright heads and guards in the gymnasium and a dry pipe at the unheated canopy. Plumbing: domestic water off the relocated 8-inch main, sanitary and vent, storm, natural gas to the kitchen and water heaters, hot-water recirculation, grease interceptor (22 13 19). HVAC: four packaged rooftop units on curbs, a dedicated kitchen makeup-air unit, a Type I grease hood with a wrapped grease exhaust duct run to a roof-mounted fan, ductwork and insulation, controls, testing and balancing. Electrical: service, switchboard, distribution, branch wiring, lighting with gym fixture guards, kitchen equipment connections, and egress lighting. Communications: data cabling and racks. Electronic safety and security: addressable fire alarm, separately permitted, access control, and cameras.

Divisions 31–33 — Sitework. Site clearing; earth moving with compaction requirements by lift; excavation support and protective systems; asphalt paving and curb and gutter; concrete walks; chain link and ornamental fencing; irrigation, topsoil, and planting. 33 11 00 Water utility distribution piping: the section requires ductile iron pipe with restrained joints for all water main relocation and service work. Sanitary sewerage; storm drainage; detention structure.


K.7 Site and existing conditions

K.7.1 Dimensions, boundaries, and topography

Item Value
Site area 2.10 acres = 91,560 SF (420 ft × 218 ft)
Shape Rectangular
Frontage 420 ft, one frontage only, on Willow Street (south)
Depth 218 ft
Existing grades El. 98.4 (SW corner) to el. 101.2 (NE corner) — 2.8 ft of relief across the site
Finished first-floor elevation 100'-0" project datum = survey el. 101.5
Finished grade at the building, typical El. 99.2 project datum
Existing cover Mowed turf, scattered volunteer trees at the north edge, an abandoned bituminous bus-drop apron at the south-centre (2,400 SF), and the slab of a City maintenance shed demolished roughly 15 years ago at the southeast (900 SF)
Floodplain Outside the mapped special flood hazard area
Wetlands None delineated

K.7.2 Geotechnical summary (described)

Torrey Geosciences, six borings (B-1 through B-6) to 25 feet, drilled eight months before bid. The report was attached to Addendum 2 for information only and is not a contract document — which is a distinction worth understanding cold before you rely on it, and which Chapter 8 §8.2 and Appendix G both take apart.

Subsurface profile, consistent across all six borings:

Stratum Depth below existing grade Description
Topsoil 0 to 6–10 inches Dark brown organic silty clay, root-bearing
Stratum 1 0.7 to 3–6 ft Medium-stiff lean clay (CL), moist, low plasticity
Stratum 2 3–6 ft to at least 25 ft Dense silty sand and gravel (SM/GM), brown, dense to very dense
Rock Not encountered in any boring to 25 ft

Groundwater: encountered at 14 to 17 feet below existing grade at the time of drilling (spring conditions). Seasonal fluctuation is expected and the report says so. No dewatering is anticipated for footings at elevation 96'-4" (approximately 5 feet below existing grade), but perched water above the clay/sand interface after heavy rain is specifically noted as likely.

Bearing: allowable bearing pressure 3,000 psf on the native dense sand and gravel of Stratum 2, or on compacted structural fill placed on Stratum 2.

Recommendations, as summarized in the report:

  1. Strip topsoil and all organics from the building pad and the pavement areas.
  2. Undercut Stratum 1 lean clay wherever it is encountered at or above footing bearing elevation and replace with compacted granular structural fill.
  3. Place structural fill in 8-inch loose lifts compacted to 95% of maximum dry density (standard Proctor), with lift-by-lift density testing.
  4. Proof-roll the building pad and all pavement subgrade under the observation of the geotechnical engineer.
  5. Pavement sections: 3 inches asphalt over 8 inches aggregate base for parking stalls; 4 inches over 10 inches for drive lanes, the fire lane, and the refuse pad.
  6. Infiltration is not recommended; stormwater is detained in a surface basin at the southwest corner.
  7. Note in the report: "City records indicate a maintenance structure formerly occupied the southeast portion of the site. Utilities serving that structure were reportedly abandoned in place; locations were not determined by this investigation."

That last line is where a differing-site-conditions argument will eventually start. Read it before you price the earthwork, and read Chapter 6 §6.4 before you decide who owns it.

K.7.3 The 8-inch water main relocation

An existing 8-inch ductile iron water main crosses the site east–west, roughly 60 feet north of the Willow Street right-of-way line, at a depth of approximately 5 feet. It serves properties east of the site and the fire service to Danforth Elementary School is fed from it.

The relocation, shown on C-3.1:

Item Quantity
New 8-inch main, relocated to the south, within a new 20-ft easement inside the frontage setback 340 LF
Gate valves 2
Fire hydrant, relocated 1
Wet tie-ins to the existing main 2
Building domestic service tap and 4-inch service 1 tap, 120 LF
Building fire service tap and 6-inch service with detector check 1 tap
Abandonment of the existing main in place 260 LF

This is not a task; it is a small project with its own design, its own permit, its own utility coordination, its own shutdown, and its own risk to somebody else's fire protection. 72 hours' written notice to every affected customer, a written fire-flow confirmation from Rivermont Municipal Water and the Fire Marshal for the duration of the outage, and a weekend or night window are all requirements of the work, not preferences. See Chapter 17 §17.3.

K.7.4 Utilities at the property line

Utility Location and size Notes
Water Existing 8-inch main crossing the site — to be relocated Domestic 4-inch and fire 6-inch services from the relocated main
Sanitary sewer 8-inch gravity main in Willow Street, invert 8.5 ft below the crown 180 LF of 6-inch building lateral; grease waste from the kitchen through an exterior interceptor
Storm 24-inch storm in Willow Street 620 LF of on-site storm, 6 area drains, detention basin outlet control
Natural gas 4-inch distribution main in Willow Street 210 LF of 2-inch service, 1,200 CFH, meter set at the northeast corner of the building
Electric Overhead primary on the south side of Willow Street Underground primary extension, 240 LF of duct bank, pad-mounted transformer — utility-installed, contractor-trenched. Utility lead time is on your critical path and you do not control it.
Telecommunications In the Willow Street right-of-way Two 4-inch conduits to the building

K.7.5 Environmental and permitting constraints

Constraint Requirement
Land disturbance Over one acre — construction stormwater permit and a SWPPP required before any disturbance
Tree protection Fencing 15 ft inside the north property line; a tree-removal permit if the Hollis Park edge is disturbed
Environmental assessment A Phase I assessment performed for the City identified no recognized environmental conditions; the former maintenance shed is noted as a historical use
Right-of-way Lane-closure and right-of-way permits for the water-main work and all frontage work; school-zone traffic control plan approved by the City before any street occupancy
Health department Commercial-kitchen plan review before construction and a pre-opening inspection before use
Fire Fire Marshal review of alarm, sprinkler, hood suppression, and egress; fire-lane and hydrant acceptance before combustible construction
Noise 7:00 a.m.–7:00 p.m. weekdays; 8:00 a.m.–5:00 p.m. Saturdays; no Sunday work without a written variance
Bond-funded work Monthly reporting to the City's finance department; certified payroll filed weekly

K.8 Quantities

Read the "Source" column before you use any number.

  • GIVEN — a controlling quantity for this project. Use it. If your takeoff disagrees, your takeoff is what changes.
  • TAKE OFF — you compute it from §K.5. The package gives you the geometry; you supply the method, the waste factor, and the assumption.

All GIVEN quantities are neat — no waste factor applied. Apply your own from Appendix C §C.6 and show it on every line, which is the actual assignment in Chapter 12.

K.8.1 Sitework and earthwork

Item Quantity Unit Source
Site area / clearing and grubbing 2.10 AC GIVEN
Disturbed area 78,000 SF GIVEN
Topsoil strip depth 8 inches GIVEN — strip, stockpile, and respread are three operations
Topsoil stripped BCY TAKE OFF
Mass excavation and grading, site package 8,600 CY GIVEN (Ch 4)
Building excavation, footing trenches, undercut and structural fill 3,800 CY GIVEN
Total excavation and site grading 12,400 CY GIVEN (cost code 02-220)
Net export or import LCY TAKE OFF — apply swell; show the conversion and the truckload count
Structural fill, compacted CCY TAKE OFF — apply shrinkage; show the factor
Aggregate base course 2,900 TON GIVEN
Asphalt paving 4,200 SY GIVEN
Concrete curb and gutter 1,850 LF GIVEN
Concrete sidewalk and entry plaza 7,400 SF GIVEN
Parking stalls 96 EA GIVEN (4 accessible, 2 van)
8-inch water main relocation 340 LF GIVEN
Storm drainage piping 620 LF GIVEN
Sanitary building lateral, 6-inch 180 LF GIVEN
Gas service, 2-inch 210 LF GIVEN
Electrical duct bank 240 LF GIVEN
Detention basin 1 LS TAKE OFF from C-4.1
Erosion control, silt fence and inlet protection LF / EA TAKE OFF
Chain link fence, permanent, at the detention basin 240 LF GIVEN
Landscape and irrigation 1 LS Allowance — $34,000 plant material

K.8.2 Concrete

Item Quantity Unit Source
Continuous wall footings 770 LF GIVEN — 2'-6" × 12"
Column spread footings 24 EA GIVEN — F1 ×10, F2 ×10, F3 ×4
Footing and foundation concrete, total 210 CY GIVEN
Footing and foundation formwork 4,200 SFCA GIVEN — perimeter × depth; both faces on walls
Slab on grade, total 13,800 SF GIVEN
— of which 5-inch typical slab (code 03-330) 12,000 SF GIVEN
— of which 6-inch reinforced at gym, kitchen, lockers 1,800 SF GIVEN
Slab on grade, volume CY TAKE OFF — SF × (t ÷ 12) ÷ 27, both thicknesses
Exterior flatwork (walks, plaza, stoops, pads) CY TAKE OFF from 7,400 SF at 4 inches, plus pads
Reinforcing steel, all cast-in-place, including accessories 32 TON GIVEN
Elevator pit 1 EA GIVEN — 4'-0" deep, 6'-6" × 8'-0", waterproofed
Vapor retarder under slab SF TAKE OFF
Control and construction joints LF TAKE OFF at 12 ft o.c. maximum each way

K.8.3 Masonry

Item Quantity Unit Source
CMU, total 18,400 SF of wall GIVEN
— foundation and first floor, to el. 113'-0" (code 04-200) 14,200 SF GIVEN
— gymnasium walls above el. 113'-0", scaffold-dependent 4,200 SF GIVEN
CMU units EA TAKE OFF — 8×8×16 nominal
Grout CY TAKE OFF — note the grouted-cell spacing from S-001
Masonry reinforcing (vertical, bond beam, joint) LB / LF TAKE OFF
Modular brick veneer, gross wall area 6,090 SF GIVEN — 330 LF × 13 ft (two-storey block) + 180 LF × 10 ft (gym wainscot)
Brick veneer, net of openings SF TAKE OFF — state your opening-deduction convention
Through-wall flashing LF TAKE OFF
Masonry scaffold SF / weeks TAKE OFF — the gym walls drive this

K.8.4 Structure

Item Quantity Unit Source
Structural steel erected — frame, open-web joists, and joist girders 78 TON GIVEN. Metal deck and miscellaneous metals are NOT in this tonnage.
Metal roof deck, 1½" type B, 20 ga (gymnasium) 4,000 SF GIVEN
Miscellaneous metals — lintels, embeds, bollards, ladders, hatches, 2 stairs LB / EA TAKE OFF
Second-floor wood framing, framed area 11,200 SF GIVEN
— 14-inch engineered I-joists at 16" o.c. LF TAKE OFF
— LVL beams and rim LF TAKE OFF
— 3/4" T&G subfloor and underlayment at wet areas SF TAKE OFF
Roof framing and sheathing, all areas 14,600 SF GIVEN
— wood roof trusses at 24" o.c., 40-ft span 9,000 SF GIVEN
— steel joists and deck, gymnasium, 50-ft span 4,000 SF GIVEN
— entry canopy framing 1,000 SF GIVEN
— overhangs, soffits, and blocking beyond the roof plane 600 SF GIVEN
Dimensional lumber and sheathing MBF / SF TAKE OFF — board feet are nominal; see Appendix A §A.2.4
Blocking, backing, nailers, rough carpentry LF / LS TAKE OFF

K.8.5 Envelope

Item Quantity Unit Source
Building perimeter 510 LF GIVEN
Gross exterior wall area (slab to top of parapet, el. 127'-6") 14,025 SF GIVEN — 510 LF × 27.5 ft
— brick veneer zone 6,090 SF GIVEN
— fiber-cement rainscreen zone (second floor) 4,785 SF GIVEN — 330 LF × 14.5 ft
— insulated metal panel zone (gymnasium above wainscot) 3,150 SF GIVEN — 180 LF × 17.5 ft
Openings to deduct: storefront 1,180 SF GIVEN
Openings to deduct: punched windows 900 SF GIVEN — 42 EA
Openings to deduct: exterior doors and coiling door SF TAKE OFF from the door schedule
Net cladding, each material SF TAKE OFF
TPO roofing 13,000 SF GIVEN
Standing-seam metal roofing (entry canopy) 1,000 SF GIVEN
Tapered polyisocyanurate insulation SF / BF TAKE OFF to the specified average R-value
Air/water barrier, fluid-applied and self-adhered SF TAKE OFF
Continuous insulation, rigid and mineral wool SF TAKE OFF
Metal coping 510 LF GIVEN
Roof drains and overflows 8 + 8 EA GIVEN
Total roof penetrations, all trades 35 EA GIVEN
Exterior sealant joints LF TAKE OFF — note that 07 92 00 assigns different classes by substrate pair

K.8.6 Interiors

Item Quantity Unit Source
Interior partitions 9,300 LF GIVEN (hand takeoff, Chapter 35 exercises)
Gypsum board, all faces and all layers, including rated second layers, soffits and bulkheads, net of openings 198,400 SF GIVEN
Doors, frames, and hardware 96 EA GIVENthe schedule on A-601 lists 92
Acoustical panel ceilings SF TAKE OFF
Ceramic tile, epoxy floor, resilient, carpet, quarry tile SF TAKE OFF from A-603
Maple athletic flooring 4,000 SF GIVEN
Painting SF TAKE OFF
Metal lockers 24 banks GIVEN
Operable partition 1 EA GIVEN — motorized, 12'-0" × 30'-0"
Toilet accessories, specialties, signage EA / LS TAKE OFF; signage is an allowance

K.8.7 MEP

Item Quantity Unit Source
Rooftop units 4 EA GIVEN62.5 tons total
Kitchen makeup-air unit 1 EA GIVEN — 4,000 CFM
Exhaust fans 4 EA GIVEN
Sheet-metal ductwork 34,000 LB GIVEN
Grease exhaust duct, welded, with listed wrap 68 LF GIVEN
Plumbing fixtures (WC/urinal/lav/shower/sink/fountain) 78 EA GIVEN — see the P-501 schedule in §K.5.10
Floor drains and floor sinks 34 + 6 EA GIVEN
Grease interceptor 1 EA GIVEN — 1,500 gal, exterior, in-ground
Domestic water piping, sanitary, vent, storm LF TAKE OFF
Sprinkler heads 292 EA GIVEN — delegated design
Electrical service 800 A, 480Y/277V GIVEN
Transformers 75 + 45 kVA GIVEN
Lighting fixtures 486 EA GIVEN
Devices, branch circuits, feeders EA / LF TAKE OFF
Fire alarm devices 178 EA GIVEN
Data drops 96 EA GIVEN

K.8.8 Labor

Item Quantity Source
Total site hours worked, all employers (TRIR denominator) 96,000 MH GIVEN (Ch 24)
Kestrel self-perform man-hour budget, listed codes 5,171 MH GIVEN (Ch 20)
Peak craft workforce 58 (week 31) GIVEN
On-site worker parking provided 55 stalls GIVEN — note the gap, and read Chapter 20, Project Checkpoint Part 4

K.9 Contract terms

Every term below is illustrative and drafted for this exercise. Contract terms, statutory notice periods, retention limits, prompt-payment requirements, lien rights, prevailing-wage thresholds, and dispute procedures vary by jurisdiction, differ between public and private work, and change over time. Read your own contract; call your own attorney. Nothing here is legal advice.

Term Willow Street
Contract form Owner-drafted municipal agreement, stipulated sum, with General Conditions and Supplementary Conditions
Contract sum $6,800,000
Contract time 425 calendar days from Notice to Proceed to substantial completion
Final completion 45 calendar days after substantial completion
Liquidated damages $1,200 per calendar day past substantial completion. No LDs for the period between substantial and final completion.
Weather 14 weather days included in contract time. Days beyond that, adverse and documented, are excusable and non-compensable
Retention 5% of each application, flat, with no step-down. At substantial completion, retention may be reduced to twice the value of the remaining work at the Owner's discretion, on written request
Pay period Ends the last day of the month
Application due By the 5th of the following month
Certification Architect certifies within 10 days
Payment Owner pays within 30 days of certification
Stored materials Billable if properly stored, insured, documented, and title transferred; bonded off-site storage permitted with written approval
Schedule of values Due within 21 days of NTP, subject to Architect approval; front-loading is grounds for rejection
Bonds 100% payment and 100% performance, on the Owner's forms, from a surety acceptable to the City. Illustrative premium: $83,250 to $90,500 depending on the surety's rate schedule — an effective 1.22% to 1.33%
Insurance Commercial general liability, auto, umbrella, workers' compensation, and builder's risk carried by the Contractor, with the City as an additional insured; certificates before mobilization and maintained current as a condition of payment
Prevailing wage Applicable state determination attached to the contract; certified payroll filed weekly; apprentice ratios enforced
Changes Written change order signed by the Owner's Project Representative. Unilateral construction change directive permitted, with work to proceed. Council approval required above $50,000 individually or cumulatively
Change markup limits 15% combined overhead and profit on self-performed work · 10% on the first tier of subcontracted work · 5% additional to the Contractor on subcontracted work · no markup on bond premium adjustment, which is passed through at cost
Change pricing Priced proposal within 21 days of the change request; Owner responds within 21 days
Notice of claim 7 calendar days from the event or from discovery, in writing, to the Owner's Project Representative, with a statement of the nature of the claim; supporting detail within 21 days
RFI and submittal review 10 calendar days for the Architect's response, plus 10 for a resubmittal
Schedule specification CPM required. Baseline within 21 days of NTP. Monthly updates with a narrative. Float is a project resource available to whichever party needs it first, and is not for the exclusive use of either party. Time-impact analysis required for any time extension request
Dispute path Direct negotiation between the Project Manager and the Owner's Project Representative → escalation to the City Engineer and a Kestrel officer → non-binding mediation → litigation in the courts of the jurisdiction. No arbitration clause
Termination For convenience by the Owner with payment for work performed plus reasonable close-out; for cause with notice and opportunity to cure
Warranty One year general; longer manufacturer warranties as specified — 20 years on the roof membrane

The clauses that will actually cost you money on this job

  1. "More stringent governs" within a rank (§K.6.1). Every unresolved ambiguity is priced at its worse reading, or you eat it. This clause is why the ten discrepancies in §K.12 are worth finding before bid, not after.
  2. The 7-day notice period. Short, and it runs from discovery, which is a fact somebody will later try to establish from your own daily reports. See Chapter 33.
  3. Non-compensable weather beyond 14 days. You get time. You do not get the $1,600/CD.
  4. The $50,000 Council threshold. A change that needs a Council vote does not move at the speed of your schedule. Two Council meetings a month, and an agenda deadline eight days before each one.
  5. Float as a shared project resource. Read it twice. It means the owner may consume your float without compensating you — and it means you may consume it too. Both parties race for it, and the schedule update is the scoreboard.

K.10 Market and cost data for this exercise

⚠️ Teaching data. Not a price book.

Every wage, burden factor, rental rate, and material price below is illustrative and exists for one reason: so that everyone working this project arrives at comparable arithmetic. These are not survey figures, they are not adjusted to your market, and they do not know your crews, your class codes, your ready-mix plant, or what steel did last quarter. For installed unit costs, productivity rates, crew compositions, and waste factors, use Appendix C — this section supplies only the inputs that are specific to Willow Street.

Real numbers come from your own historical cost data first, current quotes second, and published data adjusted for time, location, and size third.

K.10.1 Labor — prevailing wage, Rivermont jurisdiction

Willow Street is a prevailing-wage job. These are higher than the open-shop rates used for Northgate in Chapter 12, and that is not an error — it is the point. See Appendix A §A.6.2 for the full reconciliation.

Classification Base wage Fully burdened Burden factor
Foreman (carpenter) $41.00 $63.32 1.544
Journeyman carpenter $34.00 $54.12 1.592
Apprentice carpenter $25.00 | $40.70 1.628
Laborer, general $25.50 | $41.51 1.628
Cement finisher $32.50 | $51.35 1.580
Equipment operator $38.50 | $59.75 1.552
Foreman (mason) $42.50 | $66.00 1.553
Bricklayer / mason $36.00 | $58.68 1.630
Mason tender $27.00 | $44.55 1.650
Ironworker, structural $37.00 | $67.34 1.820
Roofer $31.00 | $58.90 1.900
Plumber $39.00 | $60.06 1.540
Electrician $39.50 | $60.44 1.530
Sheet-metal worker $38.00 | $58.90 1.550
Painter $30.00 | $47.10 1.570
Truck driver $28.00 | $44.80 1.600

Why the factor is highest at the bottom and at the top. Several burden components are flat dollars per person, so they weigh more against a small wage — that is the apprentice and the laborer. And workers' compensation is priced by class code against observed injury frequency and severity — that is the ironworker at 1.820 and the roofer at 1.900. Neither number is a judgment about the person. See Appendix C §C.7.2.

Crew composite rates (use these to price a change order, not an individual rate):

Crew Composition Composite
Carpentry 1 foreman, 3 journeymen, 1 apprentice, 1 laborer $51.32/MH
Concrete 1 foreman, 2 carpenters, 2 cement finishers, 2 laborers $51.04/MH
Masonry 1 foreman-mason, 3 masons, 3 tenders $53.67/MH
Site-wide blended, all trades $56.00/MH

Effective rate. A burdened rate is the cost of an hour on the clock. Kestrel's convention: unit rates come from charged hours, so the estimate uses the burdened rate above. The effective rate — burdened ÷ productive-hour fraction, roughly 1.165× — is used only when a crew must be pulled off other productive work to perform added scope. Do not apply both. That mistake inflates a change order by about 16% and it is the single most common double-count in this business (Chapter 20 §20.5).

Overtime. The premium half of an overtime hour carries payroll taxes and workers' compensation but generally not the fringe package, so an overtime hour on this job costs roughly 1.38× straight time, not 1.5×. Use your accountant's convention, consistently, and make sure it is not the naive one.

K.10.2 Equipment — rental rates, bare (no operator, no fuel)

Equipment Daily Weekly Monthly
Hydraulic truck crane, 90-ton, with operator and oiler $2,850
Crane mobilization, each way $850
Telehandler, 8,000 lb, 42-ft reach $520 | $1,450 $3,400
Excavator, 20-ton hydraulic $840 | $2,300 $6,200
Dozer, small (D5 class) $720 | $2,000 $5,400
Skid steer with attachments $290 | $820 $2,100
Vibratory roller, 84-inch $510 | $1,420 $3,800
Concrete pump, boom truck $1,650/day + $12.00/CY
Scissor lift, 26-ft electric $130 | $360 $850
Boom lift, 45-ft $340 | $940 $2,400
Generator, 25 kW $170 | $460 $1,100
Water truck $460 | $1,250 $3,200
Trench box, 8 ft × 16 ft $290 | $780
Field office trailer, 12 × 60, set and connected $685
Storage container, 40-ft $185
Portable toilet with weekly service, each $145
Temporary fence, 6-ft chain link with screening $2.80/LF installed + $0.35/LF per month
Roll-off dumpster, 30 CY, including haul and disposal $610 per pull

Fuel, service, and small tools run roughly 18% to 25% of bare rental on earthmoving equipment and less on lifts. Carry it as a line, not as a shrug.

Willow Street is two storeys with a 50-ft gym span, which means you are almost certainly on a hydraulic truck crane on scheduled pick days plus a telehandler, not a standing tower crane. That makes crane days scarce and therefore precious: on a crane day, every pick for every trade belongs on one sheet, and your crane window is constrained by the school. See Chapter 21 §21.5.

K.10.3 Materials — delivered, before sales tax

Material Unit Price
Ready-mix concrete, 4,000 psi CY $184.00
Ready-mix concrete, 3,000 psi (flatwork) CY $172.00
Short-load charge, under 6 CY load $185.00
Reinforcing steel, fabricated and delivered LB $0.86
Welded wire reinforcement SF $0.42
8×8×16 CMU, normal weight EA $2.42
Mortar and grout materials SF of wall $6.10
Modular face brick EA $0.78 *(≈6.75 brick/SF → $5.27/SF)*
Structural steel, fabricated and delivered TON $2,180
Open-web steel joists and joist girders, delivered TON $2,650
Metal roof deck, 1½" type B, 20 ga SF $2.35
Engineered wood I-joist, 14-inch LF $4.85
LVL, 1¾" × 14" LF $9.20
Dimensional lumber, 2× SPF MBF $1,340
3/4" T&G subfloor sheathing SF $1.42
5/8" roof sheathing SF $1.08
Pre-engineered wood roof trusses, 40-ft span, delivered SF of roof $9.40
TPO membrane, 60-mil, plus tapered polyiso to the specified average R SF $4.95
Standing-seam metal roof panel SF $9.60
Fiber-cement panel SF $3.60
Insulated metal wall panel, 3-inch SF $12.40
Thermally broken aluminum storefront, glazed SF $68.00
Thermally broken aluminum window, glazed SF $74.00
Hollow metal door and frame, painted, per opening EA $780
Metal studs, 3-5/8", 20 ga LF $1.85
Gypsum board, 5/8" Type X SF $0.42

K.10.4 Rates, factors, and escalation

Item Value for this exercise
Sales tax on materials 6.5%
Freight, small deliveries 3% of material where not quoted delivered
Escalation to the midpoint of construction 1.9% on the unbought portion only
Kestrel's cost of capital 9.0%
Subcontractor cost of capital (small firms) 11.0%
Bond premium, sliding scale See Appendix A §A.7.2. On $6,800,000 the scale in Chapter 12 §12.9.2 yields $90,500 (1.331%); a more favorable surety schedule yields $83,250 (1.22%)
Insurance (GL, auto, umbrella, builder's risk) 1.0% of contract value
Contingency carried in the bid 2.5% of cost
Fee 5.0% markup on the marked-up subtotal — state the resulting margin separately
Holidays observed 9
Weekend days in the 425-CD span 121
Weather days allowed 14
Available work days 281 WD
Work-day-to-calendar-day factor ×1.4

One quantity-to-time conversion you will use constantly: a work day on this job is worth roughly 1.4 calendar days, and a calendar day is worth $2,800. So a single work day of schedule is about $3,920 of exposure. Write that on the inside cover of your notebook.


K.11 The forty-two deliverables

One per chapter. Each one references the previous and previews the next. By Chapter 42 you hold a complete project record — a genuine portfolio, not a transcript.

Ch Willow Street deliverable
1 Project charter: your role, the stakeholders, and what "success" means in writing
2 Market and project-type analysis: who the players are on your job and what each one wants
3 Delivery-method comparison memo: why DBB was chosen and what you would have recommended
4 Contract-type risk map: which clauses shift which risk to you, with dollar exposure
5 Legal-framework checklist: bonds, insurance certificates, lien-notice deadlines, AHJ list
6 Project risk register (top 15 risks, probability × impact, owner, response, contingency)
7 Document-control setup: drawing index, spec-section index, order-of-precedence memo, 10 discrepancies you found
8 Structural systems narrative + earthwork and foundation quantity list
9 Enclosure narrative + envelope quantity list and critical detail review
10 MEP systems narrative + the six coordination conflicts you predict
11 Conceptual estimate at $/SF and a value-engineering log with 8 priced options
12 Quantity takeoff: sitework, concrete, masonry, and structure (with waste factors)
13 Detailed estimate by CSI division, with bid tabs, markup, and the final number
14 CPM schedule: activity list, logic, durations, forward/backward pass, critical path, Gantt
15 Bid/no-bid analysis + complete bid package and a go/no-go recommendation memo
16 Buyout log: scope sheets for 5 trades, bid tab comparison, subcontract award recommendations
17 Preconstruction plan: permit matrix, site logistics plan, procurement log, mobilization schedule
18 Site logistics plan (ASCII or described), laydown, access, crane and lift plan, temp facilities
19 Subcontractor management plan: prequalification criteria, scope gaps, coordination structure
20 Labor plan: crew composition, man-hour budget, productivity targets, certified payroll process
21 Equipment plan: own vs. rent analysis, crane selection, equipment schedule with costs
22 Temporary-structures plan: formwork cycle, shoring and reshoring, scaffold plan, dewatering
23 Quality management plan: inspection and test plan, mockups, benchmark process, NCR procedure
24 Site-specific safety plan: hazard analysis, JHAs for 5 activities, orientation, 4 toolbox talks
25 Submittal log (full, with lead times back-scheduled) + 3 written RFIs + document-control procedure
26 Meeting structure + agenda templates + 5 completed daily reports + a photo-documentation protocol
27 Six-week look-ahead + a pull plan for the enclosure sequence + constraint log + PPC tracking
28 Cost-code structure, budget load, month-6 cost report with cost-to-complete forecast
29 Schedule update at month 6: as-built logic, variance, recovery plan with priced options
30 Earned value report: PV/EV/AC, CV, SV, CPI, SPI, EAC — and what you would tell the owner
31 Three priced change orders (owner-directed, hidden condition, design error) + a change log
32 Schedule of values, pay application #6 with retention, lien waiver package, cash-flow curve
33 Delay analysis of a 22-day slip: entitlement, causation, concurrency, and the claim narrative
34 Company view: WIP schedule entry for Willow Street, over/under billing, bonding-capacity impact
35 BIM execution plan: LOD matrix, clash-detection process, 4D sequence, model uses
36 Sustainability plan: energy-code compliance path, LEED scorecard estimate, waste-management plan
37 Residential contrast memo: how you would run this if it were 34 houses instead of one building
38 Heavy-civil contrast memo: the site utility and paving work as a unit-price contract
39 Technology adoption plan: what you would deploy, what it costs, what it returns
40 Closeout plan: commissioning, punch process, O&M and warranty package, turnover, lessons learned
41 Leadership plan: team structure, communication norms, conflict protocol, your own development
42 Assemble and present the complete Project Notebook + your five-year career map

The dependency chain — why the order is not arbitrary

Seven of these deliverables form a single spine. If one of them is wrong, everything downstream of it is wrong, and you will not find out until much later.

   Ch 12  TAKEOFF ────────────────► quantities, with sources and waste factors
             |
             v
   Ch 13  ESTIMATE ────────────────► quantities × unit costs + GC + markup = $6,800,000
             |          |
             |          +──────────► general conditions ÷ 425 CD = $1,600/CD
             v
   Ch 14  CPM SCHEDULE ────────────► the same quantities ÷ production rates = durations
             |                       (and this is what proves the 425 CD is real)
             v
   Ch 32  SCHEDULE OF VALUES ──────► the estimate, re-cut into billable lines that
             |                       sum to the contract sum
             v
   Ch 32  PAY APPLICATION #6 ──────► % complete on each SOV line, less 5% retention
             |
             v
   Ch 30  EARNED VALUE ────────────► PV from the cost-loaded schedule, EV from measured
             |                       quantities, AC from the cost report
             v
   Ch 33  DELAY ANALYSIS ──────────► the baseline from Ch 14, the as-built from Ch 29,
                                     the damages at $1,600/CD from Ch 13

Read that chain bottom to top and you have the reason estimators and schedulers should sit near each other. Your delay claim in Chapter 33 is only as good as the takeoff you did in Chapter 12 — because entitlement rests on a baseline, the baseline rests on durations, the durations rest on quantities, and the quantities rest on whether you wrote down where each one came from.

The other thirty-five deliverables are not filler. They are the parallel systems — safety, quality, procurement, documentation, coordination — that determine whether the seven above describe the job or merely describe a plan the job ignored.


K.12 Instructor and self-study answer section

🛑 STOP

Do not read this section until you have produced the deliverable it answers. The Chapter 7 discrepancy hunt in particular is worth nothing if you read the answers first — the skill being trained is the searching, not the knowing.

K.12.1 The ten planted discrepancies

Ten conflicts are deliberately built into §K.5 and §K.6. Chapter 7 asks you to find ten, and there are exactly ten. Two are seams — scope that falls between trades or between the building and the site — as Chapter 7 §7.10 Pass 6 requires.

Dollar figures are illustrative exposures at the time of logging, priced two ways where the timing changes the answer.

# Assembly / location Document A says Document B says Type Governs Resolution $ exposure
1 Gymnasium clear height A-301: 24'-0" clear, floor to underside of joist 11 66 23: minimum 25'-0" clear for the specified backstop and divider curtain Conflict Spec governs product and performance; the drawings set the geometry — the Architect must reconcile RFI. Either the roof bearing rises 1'-0" (CMU, IMP, joists, stair, and the whole gym envelope move) or a different backstop and curtain are selected. Selecting different equipment is almost always the right answer. Raise the structure: $34,000 · Change the equipment: $4,800
2 Gymnasium slab S-101: 5-inch slab on grade throughout 03 30 00: slab on grade shall be 6 inches; 09 64 66: 6-inch slab under the athletic floor with a tighter flatness tolerance and a moisture-vapor emission limit verified by test Conflict + gap Spec governs quality. Under "more stringent governs," you are building 6 inches unless the Architect says otherwise — and nobody has priced the moisture test or the mitigation if it fails RFI on the thickness across all 13,800 SF; add the moisture test as a scheduled activity with a hold point before flooring Thickness, gym only: $8,900 · Thickness, all slabs: $31,400 · Moisture mitigation if the test fails: $18,000 and 6 CD
3 Roof insulation 2/A-401: 4 inches of polyisocyanurate, tapered 07 22 00: average R-30 continuous, which needs roughly 5½ inches Conflict Spec governs performance RFI. Thicker insulation raises the roof plane, which cascades to parapet height, coping, curb heights, and door head clearances at the roof hatches $17,550 membrane and insulation + $6,200 cascade
4 Door count A-101 and A-102: 96 door openings shown on plan A-601 door schedule: 92 openings scheduled Missing information Neither — a missing row is a missing product, a missing rating, and a missing dollar RFI listing the four unscheduled openings (two janitor closets, gym storage, second-floor mechanical) with the type, rating, and hardware set requested $5,600 at buyout · $14,200 if discovered after the hardware order
5 Air barrier over the parapet 6/A-402: self-adhered air/water barrier terminates at the top of the wall sheathing 2/A-403: roof membrane terminates under the coping. 07 27 00 requires the air barrier to be continuous across all transitions Missing information — no transition membrane is shown over the parapet Spec requires continuity; the details do not deliver it. A drawing-to-drawing gap that no precedence clause resolves RFI with a proposed detail: a transition membrane over the parapet lapping the wall barrier and the roof membrane in the correct shingle direction, with compatibility documentation between the two products $9,400 now · $81,000 and 6 CD if it is found after the coping is set, plus an air-leakage failure at commissioning
6 SEAM — the grease interceptor P-101: 1,500-gallon grease interceptor shown 12 feet outside the building; 22 13 19 and 11 40 00 both specify one C-3.1: the sanitary lateral leaves the building at that location with no interceptor shown. Division 22 scope stops at the 5-foot line; Division 33 scope starts there Gap — nobody's scope Nothing resolves it. Nobody is paid to own the boundary Assign it in the scope sheets before award: the excavation, the structure, the bedding, the risers, the covers, the inlet and outlet piping, and the traffic rating all get a named owner in writing $28,400 assigned at buyout · $71,000 and 9 CD as a change order after the kitchen slab is poured and the floor-sink invert is fixed
7 SEAM — the water main and the fire service C-2.1: 340 LF of relocated main with the fire-service tee at one location; plan note calls for PVC C900 pipe FP-101: the fire service enters the building 40 feet east of that tee. 33 11 00 requires ductile iron with restrained joints for all main and service work Conflict ×2 — routing and material Spec governs product: ductile iron. The routing conflict has no precedence answer and must be resolved by the Civil engineer Single RFI covering both. Resolve before the lane-closure permit application, because a routing change means a new permit and a new shutdown notice Pipe material: $6,100 · Routing: 40 LF of 6-inch service and a second tap, $14,900 · Permit re-application and a second shutdown window: 4 CD = $11,200
8 Second-floor corridor rating G-002 life-safety plan: the second-floor corridor is a 1-hour rated corridor A-121 reflected ceiling plan: the corridor partitions are shown terminating at the ceiling grid. 09 21 16 requires rated partitions framed and boarded full height to the deck Conflict — two architectural sheets, plus a spec No clause resolves a drawing-to-drawing conflict. The Architect must interpret RFI. Confirm the rating and confirm the head-of-wall condition, the deck flutes, the joint system, and the penetration firestopping. Do not let the drywall foreman resolve this at 6:40 a.m. $29,000 if framed full height from the start · $78,000 and 8 CD if boarded to the grid and caught at the rated-assembly inspection, after ceilings, ductwork, and firestopping are in
9 Gymnasium joist bearing S-202 roof framing plan: joist bearing at elevation 124'-0"; 24 joist marks shown (J-1 through J-24) 4/S-501: bearing plate on a continuous bond beam at elevation 123'-4". S-202 joist schedule lists 26 marks Conflict + count error Large-scale detail governs over small-scale plan for the condition — but an 8-inch elevation error is not a detailing convention, it is a mistake, and only the engineer can say which is right RFI before the joist submittal is released to fabrication. An 8-inch bearing error changes joist length, the CMU coursing, the IMP starter, and the roof edge $9,800 if caught before release · $62,400 and 11 CD if the joists are fabricated to the wrong length
10 SEAM — operable partition support A-102 shows the motorized operable partition between Multipurpose A and B; 10 22 26 requires a structural support above with a stated deflection limit, "by others" S-201 second-floor framing plan: no beam is shown at that line. 14-inch I-joists at 16" o.c. run over it Gap — between Division 05/06 and Division 10, and a structural problem Spec assigns the support to "others," which means nobody until you assign it. The deflection limit for a moving wall is far tighter than a floor's RFI to the Structural engineer with the manufacturer's load and deflection requirements attached. Add the support to the framing package scope sheet before the second floor is framed $16,800 if added to the framing package · $54,000 and 6 CD after the floor is framed, the ceiling is in, and the partition submittal finally arrives
Total logged exposure, at the "caught early" price $168,650

The total takes the cheaper resolution on #1 (change the equipment, not the structure) and the gym-only thickness on #2, and it excludes the contingent moisture mitigation. Choose differently and defend it — that argument is the exercise.

What that table actually is. It is roughly four days of careful reading, and it moved $168,650 of unallocated risk out of the dark and into a document with an owner and a date. Not all of it is yours — several items are correctly the City's, and one or two were always going to be the contractor's. That is not the point. The point is that all ten have a number and an owner by Friday.

Three of them belong on your Chapter 6 risk register rather than being closed by an RFI, because their answers change an assembly rather than settle a fact: #2 (a moisture test that may fail), #5 (a continuity failure with no detail yet), and #10 (a delegated design with a deflection criterion nobody has checked).

K.12.2 Expected order of magnitude — the conceptual estimate and the bid

Chapter 11 — the conceptual estimate. A defensible UniFormat conceptual estimate for this building lands at roughly $7,400,000, or about $309/SF — which is $600,000 over the City's $6,800,000 budget. That gap is the assignment, not a mistake in your arithmetic. It is the reason the value-engineering log exists, and it is what actually happens on municipal projects with a fixed bond amount and a program written before anyone priced it.

Sanity ranges to check yourself against:

Check Range
Municipal community / recreation centre, general $250 – $340/SF (Appendix C §C.3.12)
Conceptual estimate, before value engineering $300 – $320/SF
The actual Willow Street bid $283.33/SF ($6,800,000 ÷ 24,000 SF)

If your conceptual number is below $270/SF you have almost certainly missed the gymnasium's structure, the commercial kitchen, or the locker-room plumbing density. If it is above $360/SF you have priced a healthcare building.

Chapter 13 — the bid. The canonical reconciliation, which Chapter 13 publishes and this package does not alter:

Line Amount
Cost of work (Divisions 02–33) $5,430,000
General conditions (425 CD @ $1,600/CD) | $680,000
Insurance and bonds $155,000
Contingency @ 2.5% $157,000
Subtotal $6,422,000
Fee @ 5.0% markup $321,100
Escalation $56,900
TOTAL BID $6,800,000

One defensible shape for the $5,430,000 cost of work, offered as an order of magnitude and nothing more. Your own division split will differ. Chapter 13's instruction stands: if any line differs by more than about 8%, go find out why — the investigation is worth more than the agreement.

Div Description Amount Div Description Amount
02 Existing conditions $29,000 | | 14 | Conveying systems | $106,000
03 Concrete $393,000 | | 21 | Fire suppression | $100,000
04 Masonry $612,000 | | 22 | Plumbing | $312,000
05 Metals $424,000 | | 23 | HVAC | $464,000
06 Wood, plastics, composites $490,000 | | 26 | Electrical | $376,000
07 Thermal and moisture protection $384,000 | | 27 | Communications | $62,000
08 Openings $268,000 | | 28 | Electronic safety and security | $70,000
09 Finishes $496,000 | | 31 | Earthwork | $194,000
10 Specialties $86,000 | | 32 | Exterior improvements | $178,000
11 Equipment $306,000 | | 33 | Utilities | $58,000
12 Furnishings $22,000 13 Special construction
Cost of work $5,430,000

Chapter 14 — the schedule. 425 calendar days converts to 281 available work days. A schedule that fits inside 425 CD with 20 to 35 calendar days of project float is a good answer; a schedule that fits with 90 days of float has durations that are too optimistic and should be pushed on. A schedule that does not fit is also a good answer if it is accompanied by three priced options — resequence, accelerate, or request time — and a recommendation. The milestone shape that reconciles with the schedule-control exercise in Chapter 29:

Milestone Contract day
Mobilization, fence, erosion control complete 14
Water-main relocation complete 26
Foundations complete 52
Slab on grade complete 61
Structural steel and CMU, first floor 61 → 101
Second-floor wood framing and sheathing 101 → 131
Gym steel, joists, and roof deck 101 → 135
Roof framing, sheathing, dry-in 131 → 157
Gym roofing and enclosure 135 → 165
Exterior wall framing, sheathing, windows 157 → 195
MEP rough-in, first floor 157 → 201
Building dried-in (interim milestone) 201
Commissioning start 380
Substantial completion 425
Final completion 470

K.12.3 Grading notes for the highest-value deliverables

Deliverable What separates a good one from a complete one
Ch 7 — discrepancy log Stopping at nine. The chapter says so and it is true every term. Grade the tenth entry hardest, and grade the $ exposure column hardest of all — an entry without a number is an observation, not a finding
Ch 12 — takeoff Every row must carry the number, the unit, the sheet, and the method. A row missing its source is not finished. Fewer than eight stated assumptions means the student has not noticed how many decisions they made
Ch 13 — estimate The basis of estimate page. If only one component gets produced, it is this one and the general conditions. An estimate without a basis of estimate is a rumor with a dollar sign
Ch 14 — schedule The forward and backward pass run by hand on a 20-activity rollup. Software does not teach it. Check that the first activity's late start returns to zero
Ch 17/18 — logistics Any plan that does not name the school as the binding constraint has solved a smaller problem. The site is roomy; time-of-day access is the constraint
Ch 24 — safety plan Grade the system, not the rulebook. A plan that lists hazards without naming who inspects what, when, and with what authority to stop work is a document, not a program
Ch 30 — earned value The narrative sentence. Numbers without an explanation of what physically changes is a report nobody can act on
Ch 33 — delay analysis Entitlement, causation, and damages are three separate proofs. A student who wins one and assumes the other two has learned the most common way claims fail

K.12.4 Substituting a real local project

Do it if you can. Replacing Willow Street with a real, local, currently-bidding public project is a genuine improvement, and for a working professional it is obviously better than a fictional one. Public agencies post complete bid sets — drawings, project manual, addenda, bid results — free, current, and local. A school district, a county, a transit agency, a state university system, or a municipal public-works department near you almost certainly has one open right now.

What you gain: real drawings with real coordination errors, a real order-of-precedence clause, real local prevailing-wage determinations, real permit authorities you can telephone, and — if you time it right — real bid results to compare your estimate against, which is the single most valuable feedback loop in this book.

What you must supply yourself, because a real bid set will not hand it to you:

Needed How to substitute
Contract time and liquidated damages In the bid documents — find them
General-conditions budget and burn rate Build it from Appendix C §C.8, then divide by the contract time
A geotechnical report Often attached to the bid set; if not, use §K.7.2's shape and state the assumption
A month-6 progress position for Chapters 28–34 Invent it deliberately, and invent it before Chapter 28 so it is not reverse-engineered to make the arithmetic pleasant
A delay event for Chapter 33 Invent one with a cause, a date, and a document trail

Two cautions. Scale matters: a $180 million project has a takeoff no individual can complete in a week, and a $600,000 project will not exercise half the deliverables. Aim between $3 million and $20 million. And keep the deliverable list in §K.11 exactly as it is — the chain in §K.11 is what makes the notebook a portfolio instead of a folder.

If you substitute, say so on the cover of your notebook, and carry the four numbers that replace Willow Street's on the first page: contract value, contract time, extended general conditions per day, and liquidated damages per day. Those four numbers are the project, in the same way that $6,800,000 / 425 CD / $1,600 / $1,200 are this one.


Related: Chapter 1 · Chapter 7 · Chapter 12 · Chapter 13 · Chapter 14 · Chapter 17 · Chapter 18 · Appendix A · Appendix B · Appendix C · Appendix D · Appendix G