Attorney Work Product — Privileged & Confidential

2927 W Pikes Peak Ave

Construction Dispute — Legal Timeline & Analysis

Project: Church-to-Licensed-Daycare Commercial Tenant Improvement — Colorado Springs, CO
Contract Value: $2,271,419.11  |  Permit: P94043 (Plan C196245)
Document Date: July 22, 2026  |  Prepared by: StreamHome Construction LLC

Parties to This Dispute

StreamHome Construction LLC (SHC)
General Contractor / Design-Build Delivery. Responsible to owner. Contract signed Apr 22, 2025.
— vs. —
Nelson-Ross Architects / Fine Line Design Studio
Architect of Record. Nelson-Ross went out of business mid-project; replaced by Lowell Ross / Fine Line Design Studio. Only design contract with SHC.
Petrichor Solutions LLC (Bryan Hunt, PE)
MEP Engineer. Subcontracted by Nelson-Ross — no privity with SHC. Responsible for mechanical, electrical & plumbing engineering plans.
— and —
CWAM / Colorado Water & Mold Restoration Corp / Affordable Services Corp
MEP Subcontractor to SHC. Base contract $346,935.26. Shane Dorais (principal).
Summit Fire Protection
Fire Suppression Subcontractor to SHC. $129,010. Jordan Johnson, Jimmy Porter.
Owner: Pikes Peak Properties LLC / HavenStone Childcare (Kelly Walsh, John Buonforte, Ben Boyd) — represented by Luke Brunea, DoubleDown Real Estate
Section 2

Party Reference Sheet

StreamHome Construction LLC (SHC)

General Contractor / Design-Build Delivery

Contract: Prime contractor under AIA A101-2017 with Pikes Peak Properties LLC. Design-build — SHC responsible to owner for design and construction.

Key contacts: Casey Copley (PM/Superintendent) · Caleb Strickler (Field Superintendent) · Marlowe Downey (Site Supervisor) · Steve Michaels (Site Supervisor)

Liability notes: Responsible to owner for design failures. Can seek indemnity/contribution from design team. $2.27M at risk including retainage and LD exposure.

Pikes Peak Properties LLC / HavenStone Childcare

Owner (Legal Entity) / End Operator

Contract: AIA A101-2017 prime contract. $2,271,419.11. Signed Apr 22, 2025.

Key contacts: Luke Brunea (DoubleDown Real Estate, owner rep) · Kelly Walsh (HavenStone COO/Founder) · John Buonforte (principal) · Ben Boyd (principal)

Liability notes: Owner approved Summit Fire and CWAM in writing Oct 16, 2025. Kelly Walsh's Jul 20–21 communications may be relevant to owner delay/interference claims.

Nelson-Ross Architects / Fine Line Design Studio

Architect of Record

Contract: Direct contract with SHC — only design entity with privity. Nelson-Ross went out of business mid-project; Lowell Ross continued as Fine Line Design Studio.

Key contacts: Lowell Ross (principal)

Liability notes: At Jun 26, 2026 meeting, Lowell admitted plans were designed "site-unseen." Primary design liability for plan-field conflicts. Plans changed 5+ times. Responsible for structural-MEP coordination failures.

Petrichor Solutions LLC

MEP Engineer — No Privity with SHC

Contract: No direct contract with SHC. Subcontracted by Nelson-Ross/Lowell Ross. Bryan Hunt is PE of record for mechanical, electrical, and plumbing engineering.

Key contacts: Bryan Hunt, PE

Liability notes: SHC's claims flow through Nelson-Ross/Fine Line. Responsible for MEP plan omissions (gas, plumbing), wrong PEX spec, discontinued ERV-1 spec, failure to validate MEP against structure. Documented response delays averaging 7–27 days across 9 delay chains.

CWAM / Affordable Services Corp

MEP Subcontractor

Contract: Subcontract with SHC. $346,935.26 base + 3 amendments = ~$384,757. Signed Oct 20–21, 2025. §4: $500/day LDs (sub-caused only). §9(c): delay damages from design team. §21: AAA Arbitration.

Key contacts: Shane Dorais (ShaneD@baphinc.net) · Cher Trujillo (chert@coloradowaterandmold.com) · Manuel "Manny" Contreras (field lead)

Liability notes: Missed all contractual deadlines (rough-in Dec 29, 2025; trim-out Apr 30, 2026). Mechanical permit pulled May 21, 2026 — 5 months late. SHC issued Notice of Default Jun 19. CWAM counter-claims delay damages under §9(c) citing site-unseen plans and 5+ revisions.

Summit Fire Protection

Fire Suppression & Alarm Subcontractor

Contract: Suppression: $129,010 (Oct 28–29, 2025). Alarm: $25,900 (Oct 28–30, 2025). §4: $500/day LDs. §21: AAA Arbitration. ⚠ Signatory discrepancy: §23 names Jimmy Porter; signed by Jordan Johnson.

Key contacts: Jordan Johnson (Branch Mgr — jjohnson8@summitfire.com) · Jimmy Porter (JPorter@summitfire.com) · Tyler Guilliams (tguilliams@summitfire.com)

Liability notes: License suspended + insurance expired discovered May 5, 2026. SHC-caused delay Dec 15 – Mar 3 (~11 wks). CSFD permit approved Jun 4, 2026. Stop work Jun 9 (surface mounting). $12,046 cost-sharing request pending. Fire Alarm complete May 13, 2026.

Milestone Bank

Construction Lender

Contract: Construction loan. Addendum signed Apr 25, 2025 (§8.7). Draw cycle: invoices by 25th → paid ~13th of following month.

Key contacts: Lorrie Kramer (primary) · Melissa Fulp (backup)

Liability notes: Lender inspector can reduce progress billing if stated % exceeds actual work. Contract end per CO-007: Sep 1, 2026.

Section 3

Master Chronological Timeline

Design failure / inspection failure
Delay event / missed deadline
SHC action / follow-up
Positive progress / milestone passed
Source badges: Drive: Doc links open the Google Drive document in a new tab.  Log p.N links open page N of the Buildertrend daily logs PDF (dailylogs.pdf, hosted alongside this file). Daily logs cover Apr 3 – Jul 22, 2026 only; earlier events cite email or contract records.
Date Source Event Legal Significance Delay Impact
Mid-2024 SHC records SHC begins engagement for 2927 W Pikes Peak Avenue commercial tenant improvement — church to licensed daycare. Initial project scoping and design team selection underway.
May 31, 2024 Nelson-Ross proposal Drive: NR Proposal Nelson-Ross Architects proposal signed. Architectural fee: $29,400. MEP engineering fee: $10,800–$12,600 (Petrichor Solutions LLC / Bryan Hunt, PE — subbed under Nelson-Ross). Key clause: Limit of Liability = $50,000 or architect's fee, whichever is greater. Petrichor has no privity with SHC. Design engagement begins
Jun 11, 2024 Nelson-Ross proposal (countersigned) Nelson-Ross proposal countersigned. Design contract formally executed. Nelson-Ross is architect of record; Petrichor Solutions (Bryan Hunt, PE) engaged for MEP engineering under Nelson-Ross.
Oct – Nov 2024 Nelson-Ross / Petrichor Plan set iterations — design development phase. Nelson-Ross and Petrichor producing and refining architectural and MEP drawings ahead of first PPRBD submission.
Nov 14, 2024 PPRBD First plan submittal to PPRBD — Plan C196245. Nelson-Ross Architects as architect of record. Review begins. Start of permit delay chain
Dec 10–12, 2024 PPRBD PPRBD issues first disapproval of Plan C196245. Corrections required — plan deficiencies identified by city reviewer. Permit correction cycle begins
Dec 16, 2024 Nelson-Ross Second revision set delivered by Nelson-Ross in response to PPRBD first disapproval. Further corrections will be required before PPRBD approves.
Jan 27, 2025 Nelson-Ross Nelson-Ross delivers revised plan set — "2927 W Pikes Peak Plan Set 01.27.2025." This set becomes the AIA A101 §9.1.5 enumerated drawing set (later redlined Feb 14, 2025). All subcontracts will reference this plan baseline. Contract plan baseline established
Feb 14, 2025 AIA A101 §9.1.5 Contract plan set titled: "2927 W Pikes Peak Plan Set 01.27.2025 REDLINE 02.14.25." This is the AIA contract plan of record for all subcontracts. All CWAM and Summit Fire subcontracts reference these plans. Baseline for all subsequent plan conflict claims
Apr 22–25, 2025 AIA A101-2017 Drive: AIA A101 Drive: Cost-Plus Agmt AIA A101-2017 prime contract signed Apr 22–25, 2025. $2,271,419.11. Owner: Pikes Peak Properties LLC. Architect: Nelson-Ross Architects. Design-build delivery — SHC responsible to owner for design.
Apr 24, 2025 City of Colorado Springs / PPRBD City Development Plan approved. PPRBD approves plan set for Plan C196245. Formal city-side design approval milestone after multiple correction cycles. City Dev Plan approved
Apr 25, 2025 Milestone Bank addendum Drive: Bank Addendum Milestone Bank Construction Addendum signed (§8.7). Draw cycle established: invoices by 25th → paid within 3 days after 10th of following month. Lender contacts: Lorrie Kramer, Melissa Fulp.
Jun 11, 2025 Schedule #20 Real Estate Closing. Pikes Peak Properties LLC takes title to 2927 W Pikes Peak Ave. Project transitions from design/permitting phase to active pre-construction preparation.
Jul 8, 2025 PPRBD PPRBD issues Permit P94043 for Plan C196245. "Original" splice is the only approved splice — still the only approved splice as of Jul 22, 2026. Construction can formally begin. Permit issued; clock starts for sub milestones
Jul 21, 2025 Schedule #29 Construction Mobilization. SHC takes possession of site and begins active construction operations. Abatement, demo, and subcontractor work commences. This is the contractual start of construction per the project schedule. Construction start
Sep 8, 2025 Email (Caleb → Bryan) Delay Chain 1 begins. Caleb sends first RFI to Bryan Hunt: dishwasher line, ice maker line, and gas piping are missing from MEP plans entirely. Critical omissions that cannot be resolved without engineer response. RFI clock starts
Sep 12, 2025 Email (Caleb) Caleb sends follow-up on Sep 8 RFI. No response from Bryan Hunt to date. 4 days, no answer
Sep 16, 2025 Email (Bryan Hunt) Bryan responds to Sep 8 RFI with questions, not fixes. No corrected plans delivered. 8 days elapsed for a non-answer response to critical MEP omissions. 8 days → non-answer. No resolution.
Oct 3, 2025 Email (Caleb) Delay Chain 2 begins. Caleb flags structural concerns after demolition reveals existing building conditions that conflict with plans. Field conditions do not match architectural drawings. Structural coordination clock starts
Oct 3–13, 2025 Email (Lowell Ross) Lowell's response to Oct 3 structural concerns: "I'll be out until the 13th." Site visit confirmed Oct 13. 10-day delay before architect even reviews field conditions flagged as urgent. 10 days unavailable
Oct 16, 2025 Email — Summit Fire confirmation Luke Brunea confirms owner group (Kelly Walsh, John Buonforte, Ben Boyd) approved Summit Fire and CWAM in writing. "We're good to move forward with Summit Fire per the traffic below."
Oct 17, 2025 Email (Lowell Ross — "Delta 4") SMOKING GUN: Lowell sends Delta 4 revision and writes: "I'm waiting to hear back from Petrichor if the ducts can fit our available space." 14 days after structural conflicts flagged, architect admits MEP plans have NOT been validated against the structural conditions they govern. MEP-structural coordination unresolved at 14+ days
Oct 20–21, 2025 CWAM Subcontract Drive: CWAM Sub Amend 1 Amend 2 Amend 3 CWAM subcontract signed. $346,935.26 (Mitigation $17,895.26 + Electrical $143,340 + Mechanical $185,700). Key provisions: rough-in start Nov 11 / inspection passed Dec 29; trim-out Apr 30, 2026; §4 $500/day LDs (sub-caused only); §6 CWAM pulls own permits; §9(c) CWAM may claim delay damages from design team; §21 AAA Arbitration. Rough-in deadline: Dec 29, 2025
Oct 28–30, 2025 Summit Fire subcontracts Summit Fire subcontracts signed. Suppression: $129,010 (Jordan Johnson/Casey). Alarm: $25,900. Rough-in Dec 26 / trim-out Apr 30 deadlines. Both deadlines subsequently missed. Rough-in deadline: Dec 26, 2025
Oct 31 – Nov 3, 2025 CWAM Amendment 1 Drive: Amend 1 Amendment 1 to CWAM subcontract: temp furnaces, $3,900. Casey signs Nov 3, 2025. Shane Dorais does not countersign until Mar 24, 2026 — 3.5-month gap. Work performed before countersignature.
Nov 6, 2025 Email (Caleb → Bryan) Delay Chain 3 begins. Caleb submits E-Delta splice to Bryan, receives PPRBD comments on same, and forwards to Bryan same day. Complete, same-day turnaround from SHC. Bryan receives splice Nov 6
Nov 10, 2025 Email (Caleb) Caleb resends E-Delta splice to Bryan. No response to Nov 6 submission. 4 days, no response
Nov 13, 2025 Email (Caleb/Bryan) Caleb follow-up asking if Bryan can finish "by tomorrow." Bryan delivers E-Delta splice response same day. 7 days total for E-Delta response; required 3 separate follow-up contacts. 7 days / 3 follow-ups for splice response
Nov 14, 2025 Email (Caleb → Bryan) Caleb sends plumbing submittal and specific question about PEX pipe specification to Bryan Hunt. PEX is the material shown on plans for domestic water service lines. PEX RFI clock starts
Nov 21, 2025 Email (Caleb) Delay Chain 5 begins. Caleb sends 6-item RFI covering multiple mechanical and electrical questions. Also follows up on Nov 14 PEX question. No response to either. 6-item RFI clock starts; PEX RFI at 7 days unanswered
Nov 26, 2025 Email (Caleb) Delay Chain 4 begins. Caleb flags trusses at 15" OC conflicting with duct routing in 5 separate locations. Lowell's response: "Soonest I can meet is Dec 4." 8-day delay to schedule a site visit on a critical structural-MEP conflict. 8 days to schedule site visit; truss conflict unresolved
Nov 26, 2025 Email (Caleb) Follow-up on Nov 21 6-item RFI. Bryan has not responded to Nov 21 RFI (5 days elapsed). 5 days, no response to 6-item RFI
Nov–Dec 2025 CSFD / Summit Fire Summit Fire submits fire suppression plans to CSFD. Initial CSFD review finds issues. Coordination meeting Dec 12 with Summit Fire and SHC. Dec 15: Summit presents re-engineering options to SHC. Fire suppression stalled pending CSFD approval and SHC decision
Dec 2, 2025 Email (Bryan Hunt) Bryan responds to Nov 21 6-item RFI — 11 days after submission. Response is partial. 11 days → partial response. Outstanding items remain.
Dec 4, 2025 Email (Lowell Ross) Lowell/architect site visit for truss-duct conflict (first available date per Nov 26 email). 8 days after flag to get a site visit on an active structural-MEP conflict during construction. 8 days to architect site visit
Dec 11, 2025 Email (Bryan Hunt) CRITICAL: Bryan Hunt finally responds to Caleb's Nov 14 PEX question: "CSU does not allow PEX for service lines." This means PEX shown in engineer's own plans is not permitted by CSU — and the plumber may have been roughing in with the wrong material. 27 days to receive a critical answer that required rework. Caleb follows up on remaining outstanding items from Dec 2 partial response. 27 days → wrong material confirmed. Rework risk.
Dec 11–16, 2025 CWAM Amendment 2 Drive: Amend 2 Amendment 2 to CWAM subcontract: line set removal, $225. Casey signs Dec 16. Shane does not countersign until Mar 24, 2026 — 3-month gap. Work performed before countersignature.
Dec 15, 2025 Email — "Answers from Friday" Summit Fire presents re-engineering options after CSFD rejection: Option 1 = wet system to attic ($3,500 CO); Option 2 = dry system ($17,000 CO). Starts 13-week SHC decision silence. Summit follows up 6 separate times (Jan 8, Jan 19, Jan 30, Feb 4, Mar 2, Mar 16) with no actionable response until Mar 3. ~11 weeks SHC-caused delay to Summit Fire. Excuses LDs per §4.
Dec 15, 2025 Email (Bryan Hunt) Bryan sends partial mechanical revisions after Dec 11 follow-up from Caleb. 24 days total from Nov 21 RFI; partial response only. Outstanding items from the 6-item RFI remain unresolved. 24 days total, 3 follow-ups, partial answer only
Dec 26, 2025 CWAM Subcontract §3 Summit Fire rough-in inspection deadline. MISSED. Summit Fire has not yet received CSFD plan approval and cannot work. SHC decision on re-engineering options still pending. Contractual deadline missed. SHC-caused.
Dec 29, 2025 CWAM Subcontract §3 CWAM mechanical and electrical rough-in inspection deadlines both missed. Mechanical permit not even applied for; not issued until May 21, 2026 — 5 months later. CWAM defense: could not proceed without approved design revisions. CWAM both rough-in deadlines MISSED. Mech permit 5 months out.
Jan 8, 2026 Email (Caleb) Delay Chain 6 begins. Caleb requests structural plan revisions that were discussed before Thanksgiving. No response. Also: Summit Fire sends first of 6 follow-ups on re-engineering decision. Structural: 6+ weeks since Thanksgiving discussion with no revision
Jan 8–Mar 3, 2026 Email — "Answers from Friday" (32 messages) Summit Fire sends 6 follow-ups on the re-engineering decision (Jan 8, Jan 19, Jan 30, Feb 4, Mar 2). No actionable response from SHC until Mar 3 when Casey confirms ready to proceed. Feb 4 response: Casey says still waiting on plan revisions from engineer. ~11 weeks documented SHC-caused delay to Summit Fire
Jan 12, 2026 Email (Casey Copley) Casey sends welfare-check email to Lowell Ross seeking structural plan revisions. ~6 weeks of complete silence on structural revision items during active construction. No formal written notice of default sent to architect. ~6 weeks silence on structural revisions during construction
Feb 3, 2026 Email (Caleb → Bryan) Delay Chain 7 begins. Trusses creaking under ERV-1 unit. Structural integrity concern flagged to Bryan Hunt. ERV-1 was specified by Petrichor in the MEP plans. Structural concern clock starts on ERV-1
Feb 9, 2026 Email (Bryan Hunt) Bryan responds 6 days later: "The unit that was specified was retired last year." ERV-1, as specified in Petrichor's MEP plans, is discontinued. Replacement unit is heavier, requiring structural re-evaluation. 6 days → confirmed discontinued equipment. Structural rework required.
Feb 19, 2026 Email (Caleb → Bryan) Delay Chain 8 begins. Original mini-split units specified by Petrichor are stuck in customs. Caleb submits alternate mini-split submittal to Bryan for approval. Requires engineer review and approval before procurement can proceed. Alternate submittal pending approval
Mar 2–3, 2026 Email (Casey/Summit Fire) Summit Fire fifth follow-up, no response (Mar 2). Mar 3: Casey finally confirms SHC is ready to proceed with Summit Fire. Mar 16: Summit Fire responds they are "still 6–8 weeks out once you decide" — a further delay caused by the 11-week gap during which their crews were not mobilized. SHC-caused delay ends. 6–8 wk crew lag continues.
Mar 12, 2026 Email (Caleb/Bryan) 21 days after Feb 19 submittal with no response, Caleb follows up on alternate mini-split. Bryan responds same day asking for more information — no substantive review performed in 21 days. 21 days → information request, no approval
Mar 13, 2026 Email (Casey/Caleb) Casey escalates mini-split delay, noting original RFI was sent weeks earlier. Caleb simultaneously sends electrical submittals to Bryan for review. Two simultaneous open items with engineer
Mar 19, 2026 CWAM Amendment 3 Drive: Amend 3 Amendment 3 to CWAM subcontract signed by both parties. $33,697: 225A→400A service upgrade, washer/dryer/sump circuits, exit signs, radon circuit, attic lights. Clean execution — no signature gap.
Mar 20, 2026 Email (Caleb) Caleb follows up on Mar 13 electrical submittals. 7 days elapsed, no response from Bryan. 7 days, no response to electrical submittals
Mar 24, 2026 Email (Bryan Hunt) Bryan finally responds to Mar 13 electrical submittals with attachments — 11 days, required follow-up to produce. Also on this date: Shane Dorais countersigns CWAM Amendments 1 & 2 (3–4 months after Casey's signatures). 11 days for electrical submittal response; Amend. 1 & 2 signature gaps formalized
Mar 27, 2026 Email (Caleb) Another follow-up on mini-split alternate approval. No confirmed approval in the record as of the document date. Procurement remains stalled pending engineer sign-off. 36+ days, no approval. Procurement blocked.
Apr 2, 2026 PPRBD inspection note PPRBD inspector notes: "need engineers letter for pex larger than 1 inch." Inspection creates a partial hold on the Plumbing Top-Out (PTO) inspection. Bryan Hunt must provide engineer's letter with HDPE SDR rating and city PSI data before PTO can complete. PTO hold remains open as of Jul 22, 2026
Apr 3, 2026 Daily log / CSU Log p.147 CSU Plumbing Rough Inspection — PASSED. Inspector checked prior day's corrections and approved. CSU left at 9:30 AM.
Apr 6, 2026 Daily log — Engineer/HVAC Design Meeting Log p.143 On-site design meeting: Lowell Ross, Bryan Hunt, Shane Dorais (CWAM), HVAC Mike, Caleb, Steve. "Duct routing problems were identified, and solutions were worked through." Required site visit by design team to resolve routing problems that plans could not address. Routing problems require physical site meeting — indicates plan-field conflict
Apr 27, 2026 Daily log (Affordable Solutions HVAC) Log p.107 CWAM runs thermostat wire. "Looked through plans and discussed necessary revisions." Revisions still required months after construction start. Revisions still in discussion in April 2026
Apr 21, 2026 Daily log (Casey Copley) Log p.127 Casey: "spoke with the engineer and we should have the requested mechanical and electrical revisions tomorrow, also gave approval for the isometric gas drawings." SHC approving gas drawings. Revisions still pending Apr 21
Apr 23, 2026 Daily logs (Thorp / Casey) Log p.121 Thorp Excavation begins city water tap. Discovers 7-foot buried concrete storm drain under asphalt — previously unknown condition. CSU changes pipe tap specifications (saddle → threaded taps) mid-work. Electrical rough-in inspection (lower level) PASSED. Storm drain discovery: water tap/hydrostatic test cascade begins
Apr 23–24, 2026 PPRBD PPRBD Electrical Rough Inspection: lower level passed Apr 23 (1:00 PM); upper level passed Apr 24. Both inspections passed.
Apr 30, 2026 CWAM Subcontract §3 CWAM trim-out deadline missed. Summit Fire trim-out deadline missed. Neither sub has completed rough-in, let alone trim-out. CWAM mechanical permit not yet issued. Both trim-out deadlines MISSED
May 5, 2026 Daily log (Casey Copley) Log p.100 CRITICAL: Caleb discovers Summit Fire's contractor license is suspended and insurance is expired. Casey informs owners same day. Quote: "Summit Fire has not received plan approval so he investigated and found that their license is suspended and their insurance is expired. We are working to get answers. I did inform the owners of this issue." Summit Fire legally unable to work — active license suspension
May 6, 2026 Daily log (Affordable Services HVAC) Log p.95 CWAM "encountered routing issues, we attempted to re-route but were unsuccessful as structure and meps are in the way, they are sending an RFI on it." Also: Thorp fails first compaction test — must dig up and restart. MEP-structure conflict still unresolved in May 2026
May 7, 2026 Daily log (Steve Michaels / Thorp) Log p.93 Thorp passes second compaction test — road opens. Casey "worked through Summit fire contracts and current situation." Received unapproved change order from Thorp for road work. CWAM: met with PPRBD inspector for consultation on routing and flex ducting — CWAM removes non-UL listed flex connections on inspector's direction. CWAM non-UL flex removed; compaction delay resolved
May 11–12, 2026 SHC correspondence SHC sends formal notice to Summit Fire regarding suspended license and expired insurance. May 12: updated COI received from Summit Fire. Insurance compliance restored. License/insurance gap confirmed; cured by May 12 COI
May 13, 2026 PPRBD / Summit Fire Log p.89 Fire Alarm inspection — PASSED. PPRBD status: Final. Summit Fire fire alarm contract ($25,900) fully complete. No open disputes on this agreement.
May 14, 2026 Daily log (Casey Copley) Log p.87 Casey: "spoke with mechanical team and they said that the dryer vent and the water heater venting was not part of their scope." CWAM disputes scope of dryer vent and water heater venting — potential gap in MEP plans or subcontract scope. Scope dispute adds delay and cost risk
May 20, 2026 Daily log (Affordable Solutions HVAC) Log p.82 CWAM lineset inspection PASSED. However: "inspector wants the manual uploaded before he can complete the inspection." Documentation hold added by inspector during positive inspection. Manual upload required; inspection hold
May 21, 2026 PPRBD permit records Log p.81 CWAM mechanical permit issued under "Affordable Services Corp." Permit status: Open. This is 5 months and 22 days after the contracted Dec 29, 2025 rough-in inspection deadline. CWAM defense: could not pull permit without approved plans, which were delayed by design revisions. Mech permit: 5+ months after rough-in deadline
May 27, 2026 Daily log (Casey Copley) Log p.78 Summit Fire submittal rejected again by CSFD. Summit Fire "does not believe they will make the new deadline." Casey: "got approval from ownership team to allow surface mounting." Also: CWAM lower level HV inspection PASSED after finishing work based on inspector's prior comments. CSFD rejection — surface mounting approved; later reversed
May 28, 2026 Daily log (Summit Fire / CWAM) Log p.76 Summit Fire: pipe fitters walk site, red-line plans for their engineers to update drawings, encounter routing obstacles for main line and FDC controls. Leave to work through routing/design at office. CWAM: "began removal of temporary heating units... completed red lines of mechanical vent ducting for engineer's splice." Both subs still addressing plan deficiencies as of May 28
Jun 4, 2026 CSFD / Jordan Johnson email Log p.72 CSFD approves Summit Fire suppression permit (FCS-C-SP-26-00081). Jordan Johnson confirms in writing. This is the start of Summit Fire's ability to legally begin actual fire suppression installation — 6 months and 9 days after their contracted start date of Nov 11, 2025. CSFD permit: 6 months after contracted start
Jun 8, 2026 Daily log (Summit Fire / Casey) Log p.68 Summit Fire day 1 of actual installation work. Casey: "Marked up plans and planned out routing of pipe. They will need to resubmit the plans because most of the routing will not work as drawn." Day one of installation reveals plans still do not work as drawn. Plans still don't work as drawn — first day on site
Jun 9, 2026 Daily log (Casey) / Email (Caleb) Log p.65 STOP WORK ORDER issued to Summit Fire. Casey, Caleb, and Lee agree work doesn't adhere to contract — pipe installed below 80" and surface-mounted. Summit crew "saw the writing on the wall." Caleb confirms at 4:59 PM: "Yes, we asked the installation team to stop working today due to contradictions between the onsite installation and the plan as we understand it." Installation stopped — June 9–22 Summit Fire completely idle
Jun 11, 2026 Daily log (Casey / Summit Fire) Log p.62 Fire pipe coordination meeting on site. Casey performs red-lines for new concealed CPVC design. Summit Fire attends. New timeline discussed: engineered drawings Jun 22, submittal to CSFD Jun 24–25, approval ~Jul 22, rough-in ~Aug 19. Complete re-design and restart of suppression scope
Jun 12, 2026 Email (Jordan Johnson) Jordan Johnson: "I reviewed meeting notes and I am struggling to find documentation where we are directed to not leave any basement pipe exposed, or to have 70% of the system concealed within the structure. I find discussions and pricing to conceal the upper floor but that change order was not approved." Stop work justification in dispute; CO never executed
Jun 16, 2026 Daily log (Casey Copley) Log p.57 Casey: CWAM CT Cabinet is lost in transit. Casey frames in janitor closet and mop sink per plan 205 changes. Casey begins drafting letters of intent to subcontractors behind schedule. CT Cabinet transit loss adds electrical delay
Jun 18, 2026 Daily log (Casey Copley) Log p.52 Casey: "began drafting letters of intent to subcontractors that are behind schedule." Met with Caleb and Lee on project coordination and plan forward with Summit Fire. Received Summit Fire material delivery from Denver.
Jun 19, 2026 SHC formal notice Casey issues formal Notice of Schedule Default to CWAM. Sent to Shane Dorais, Cher Trujillo, Manuel Contreras. ~159 days behind schedule. SHC acknowledges ~90 days as engineering/permit delay; disputes ~69 days as CWAM staffing failure (consistently only 2–3 workers on site). Demands recovery plan within 3 business days. 159 days behind — formal notice triggers cure period
Jun 23, 2026 Daily log (Casey Copley) Log p.41 Casey: "met with Caleb and CSU electrical division and they said that the electrical firm still needs to submit load calcs and other submittal docs." CSU electrical requires load calculations that have not yet been submitted by the engineer. Load calcs unsubmitted — electrical permit compliance gap
Jun 24, 2026 Daily log (Nelson and Ross site meeting) Log p.37 Lowell Ross site meeting. CWAM's Manny discusses architectural conflict. Lowell tells Manny: "the issue wasn't in his realm and he needed to call Brian." PPRBD Ducting Insulation Inspection: "Splice is required to be uploaded to PPRBD website for finalization. Only ERV insulation requires inspection." ERV insulation inspection incomplete — splice required
Jun 22–23, 2026 Daily log (Summit Fire) Log p.45 Summit Fire begins demo of previously installed steel sprinkler mains. Jun 23: begins installing CPVC pipe with new concealed design. Real installation restarts — 7+ months after contracted start date. Real installation restarts 7+ months late
Jun 24–26, 2026 Daily log / Engineer meeting Log p.37 Drive: Mech Redline ERV-1 truss conflict discovered in detail. Jun 26: site meeting with Bryan Hunt and Lowell Ross. Full Mechanical Revision 5 punch list established: supply/return vents for rooms 206A, 209, 108B, 405A (currently none specified); mechanical schedule update; ERV duct sizing; ERV 2/3/4 hanging; wall heater panel schedule; Bath 109 lighting; electrical service details. Bryan: "This will be the last time we combine splices for you." ERV-1 conflict adds to outstanding revision list
Jun 26, 2026 Daily log (PPRBD) Log p.30 PPRBD Duct Inspection — PARTIAL PASS: "Upper level ABOVE CEILING DUCT - SUPPLY/RETURN MAINS/BRANCHES FOR F-1 & F-2 OK TO WRAP. EXHAUST DUCT FOR EF-1, 2, 3 & 4 COMPLETE. Splice still needs to be uploaded when we receive it." Inspection could not fully finalize without splice upload. Partial pass only — splice upload still required
Jun 26, 2026 SHC follow-up notice Casey sends second formal notice to CWAM (Shane Dorais, Cher Trujillo, Manuel Contreras). CWAM missed the Jun 23 recovery plan deadline — no response received, no increase in manpower observed on site. SHC extends the cure deadline to COB Jun 30, 2026 and restates that failure to deliver a recovery plan may result in further action under the subcontract. CWAM missed Jun 23 deadline — new deadline set for Jun 30; still no manpower increase
Jun 30, 2026 CWAM formal response Log p.27 CWAM responds to Jun 19 and Jun 26 default notices. Shane Dorais: plans changed 5+ times; site-unseen design; fire suppression forced duct reroutes; radon mitigation system required in January placed it in the same space plans called for ductwork, causing mid-project reroute; condensers moved twice per SHC/PPRBD direction and may require a third move (under ME review as of Jun 30); Lowell Ross admitted at Jun 26 meeting that plans were designed "site-unseen"; ~16 weeks of accepted delay documented. CWAM disputes SHC's staffing characterization — Shane states 3–12 workers/day on site, not the 2–3 workers SHC alleged. CWAM is positioned to counter-claim delay damages under §9(c). CWAM counter-claim: 16+ weeks design-caused delay
Jun 30, 2026 Email (Summit Fire) Summit Fire sends $12,046 cost-sharing request: reengineering $5,000 + new parts $5,981 + permit $1,065. Asking SHC to split 50/50 ($6,023 each). Jimmy Porter: "Our initial $30K in parts costs, over half of which we will not be able to utilize, we are willing to absorb at this time." $12,046 unresolved; no CO executed
Jul 7, 2026 Daily log (CWAM) Log p.19 CWAM: "Was notified by Caleb bathroom fan ducting in lower level 109, must be manipulated for proper chase construction. Manny gave approval of manipulation and says CFM inspection will pass." Plan conflict in July 2026 — duct manipulation required
Jul 13, 2026 Daily log (CWAM) Log p.12 CWAM: "Had partial inspection for the F3 unit. Signed off and ready to insulate installed ductwork." American Electrician and CSU on site to review new service feed setup — CT panel, disconnects, and service line plan confirmed.
Jul 13–17, 2026 Email (Caleb/Bryan Hunt) Caleb sends 3 follow-ups to Bryan Hunt for Mechanical Revision 5 splices. Bryan delivers Mechanical Revision 5 splices + change summary Jul 17. States: "This will be the last time we combine splices for you. It is expected that you submit them as soon as you get them." Splices delivered Jul 17; still not submitted as of Jul 22
Jul 14, 2026 Daily log (CWAM) Log p.9 CWAM: "Completed ERVs (ran exhaust outputs closer than 10ft away recommended room distance however in the case of ducting being in the attic: recommendation is void; more 90-degree ducting was required than original plan, however will not affect performance drastically)." ERV deviation from plans — engineer sign-off not documented
Jul 15, 2026 Daily log (Thorp / Marlowe) Log p.6 Thorp Excavation on site with CSU for water main connection. Marlowe log: "Fire department was not called to site and did not show up." Hydrostatic/flush test could not be completed — fire department attendance required. Status: still pending as of Jul 22. Hydrostatic test still pending — CSFD not coordinated
Jul 21, 2026 Daily log (Whitcomb Plumbing) Log p.1 Whitcomb Plumbing on site: "Will soon be correcting the mistake of tying the gas line to the sprinkler system." Gas line was incorrectly connected into the fire sprinkler system — discovered on site. Kelly Walsh raised this as a concern, stating Summit Fire identified it, not SHC's PM. Gas line rework required — responsible party unknown
Jul 21, 2026 Email (Kelly Walsh → Casey) Kelly Walsh private note to Casey: "Don't spend the next few days preparing for us. Spend them getting the project synchronized." Group email Jul 20 raises: critical path, hydrostatic test confusion (4 answers received), outdated plan revisions, gas line in sprinkler, downstairs vs. upstairs gating, outside work schedule. Owner awareness of coordination failure documented in writing
Jul 22, 2026 (TODAY) PPRBD permit P94043 / Multiple sources Status as of document date: (1) Mechanical Revision 5 splices delivered Jul 17 — NOT SUBMITTED to PPRBD. "Add Splice" button unused. Plan of record is still Feb 2025 set. (2) Plumbing Top-Out (PTO) hold open — Bryan Hunt engineer's letter needed for HDPE/PEX sizing. (3) Zoning Final status: Rejected / Failed. (4) Hydrostatic test not complete. (5) SHC formal response to CWAM default reply overdue since Jul 14 — Cody McCarty internally confirmed Jul 22: "We still need to respond to this, yeah?" (6) Summit Fire $12,046 cost-sharing unanswered. (7) Gas line rework in progress. (8) Fire rough-in inspection scheduled Jul 28 — gate item for insulation and drywall. Multiple open items — critical path gated on Jul 28 inspection
Section 4

Delay Analysis — Documented Chains

Each delay chain below is a separately documentable delay event with a responsible party, a measurable duration, and a downstream consequence. All delays involve design professional non-responsiveness (Bryan Hunt / Petrichor) or architect unavailability (Lowell Ross / Fine Line Design Studio) unless otherwise noted.

# Chain Name Date Requested What Was Requested / What Happened Date Promised / Date Delivered Days Follow-Ups Required Responsible Party Downstream Impact
1 MEP Omissions — Plumbing Sep 8, 2025 Caleb's first RFI: dishwasher, ice maker, gas piping missing from MEP plans. Sep 12: follow-up. Sep 16: Bryan responds with questions, not fixes. Nov 14: Caleb sends plumbing submittal + PEX question. Nov 21: follow-up. Dec 11: Bryan's answer — CSU prohibits PEX for service lines. Plumber may have roughed in with wrong material. Sep 16 (non-answer)
Dec 11 (critical answer)
~95 3+ follow-ups across chain Petrichor / Bryan Hunt (plan omissions, wrong material spec) Wrong pipe material may require plumbing rework. Missing lines required field-added work. Sep 8 RFI unresolved for 95 days.
2 Structural / Framing Conflicts Oct 3, 2025 Caleb flags structural concerns after demo. Lowell: "Out until the 13th." Site visit Oct 13. Oct 17: Lowell sends Delta 4 and admits: "I'm waiting to hear back from Petrichor if the ducts can fit our available space." MEP not validated against structure 14 days after flag. Oct 13 (site visit)
Oct 17 (partial response)
14+ 2 (flag + follow-up) Fine Line / Lowell Ross (unavailability + site-unseen design); Petrichor (MEP-structural coordination failure) MEP routing required rework after structural conditions revealed. This conflict propagates into Nov truss-duct conflicts and Jun 2026 ERV-1 issues.
3 E-Delta Splice / PPRBD Comments Nov 6, 2025 Caleb submits E-Delta splice + PPRBD comments to Bryan same day. Nov 10: Caleb resends (no response). Nov 13: third contact — "Can you finish by tomorrow?" Bryan delivers same day. Nov 13, 2025 7 3 contacts required Petrichor / Bryan Hunt Splice response required for permit plan update. 7-day delay in 3-contact pattern is the documented baseline for Bryan's non-responsiveness throughout the project.
4 Trusses vs. Ducts (5 locations) Nov 26, 2025 Caleb flags trusses at 15" OC conflicting with duct routing in 5 areas. Lowell: "Soonest I can meet is Dec 4." 8-day delay just to schedule a site visit on an active structural-MEP conflict during construction. Dec 4, 2025 (site visit only) 8+ 1 (flag) Fine Line / Lowell Ross (scheduling delay); Petrichor (underlying MEP-structural conflict) 8 days before architect responds to active structural conflict. Duct routing in these 5 areas was uncertain until architect/engineer conferred. CWAM cites this in Jun 30 default response.
5 Mech/Elec 6-Item RFI Nov 21, 2025 Caleb sends 6-item RFI. Nov 26: follow-up. Dec 2: Bryan responds partially (11 days). Dec 11: Caleb follows up on outstanding items. Dec 15: Bryan sends partial mechanical revisions. Total: 24 days from first RFI to partial mechanical response; outstanding electrical items remain. Dec 2 (partial)
Dec 15 (partial mech revisions)
24 3 (Nov 26, Dec 11, Dec 15) Petrichor / Bryan Hunt 24 days + 3 follow-ups for partial resolution. Outstanding items from this RFI continued to delay CWAM rough-in work. CWAM could not finalize mechanical rough-in without these answers.
6 Lowell Goes Silent — Structural Revisions Dec 11, 2025 Caleb requests structural plan revisions discussed before Thanksgiving. Jan 8: follow-up, no response. Jan 12: Casey's welfare-check email to Lowell. ~6 weeks of complete silence on structural revisions during active construction. Never confirmed in record ~42 2 (Jan 8, Jan 12) Fine Line / Lowell Ross 6 weeks of architect silence on structural revision requests during active construction. Framing and mechanical decisions made without authoritative design guidance. Supports negligence/breach claim against architect.
7 ERV-1 Discontinued Equipment Feb 3, 2026 Trusses creaking under ERV-1. Feb 9: Bryan responds — "The unit that was specified was retired last year." Engineer-specified equipment is discontinued; replacement is heavier, requiring structural re-evaluation. Feb 9, 2026 6 1 (flag) Petrichor / Bryan Hunt (specified discontinued equipment; plans were not current) Plans specified equipment no longer manufactured. Replacement requires structural re-evaluation. Additional cost and delay for ERV-1 substitution.
8 Mini-Split Alternate Submittal Feb 19, 2026 Original mini-splits stuck in customs; Caleb submits alternate. Mar 12: follow-up (21 days, no response). Bryan asks for more info — no substantive review. Mar 13: Casey escalates. Mar 27: another follow-up. No confirmed approval in available record. Unresolved as of Jul 22, 2026 36+ 3 (Mar 12, Mar 13, Mar 27) Petrichor / Bryan Hunt (non-response to alternate submittal) 36+ days without engineer approval for alternate equipment. Procurement blocked pending approval. No confirmed approval in record — status unknown as of Jul 22.
9 Electrical Submittal Approval Mar 13, 2026 Caleb sends electrical submittals. Mar 20: follow-up (7 days elapsed). Mar 24: Bryan responds with attachments — 11 days total, required follow-up. Mar 24, 2026 11 1 (Mar 20) Petrichor / Bryan Hunt 11-day delay on electrical submittals; required active follow-up. Electrical permitting and CWAM rough-in dependent on timely engineer responses.
10 Summit Fire — SHC Decision Delay Dec 15, 2025 Summit Fire presented re-engineering options. SHC did not provide actionable decision for 11 weeks. 6 documented Summit Fire follow-ups (Jan 8, 19, 30, Feb 4, Mar 2, Mar 16) went unanswered or received non-committal responses. SHC confirmed ready Mar 3, 2026. Mar 3, 2026 ~79 6 follow-ups by Summit Fire StreamHome Construction (SHC — decision delay) ~11 weeks of SHC-caused delay fully excuses Summit Fire from LD exposure under §4 for this period. Also delayed Summit's mobilization by 6–8 additional weeks (crew unavailability after long pause).
11 Summit Fire — CSFD Plan Rejections Nov 2025 Summit Fire submitted plans to CSFD — rejected. Multiple revision cycles. CSFD permit finally approved Jun 4, 2026 — approximately 6 months from first submission. Jun 4, 2026 ~180 Multiple CSFD cycles Summit Fire (plan quality); partially SHC (11-week decision delay); CSFD (review timing) 6 months to CSFD permit approval; actual on-site work delayed to Jun 8, 2026. Summit Fire's rough-in inspection is now targeting Jul 28, 2026.
12 Summit Fire — License/Insurance Suspension Discovered May 5, 2026 Caleb discovers Summit Fire's contractor license is suspended and insurance is expired. Casey informs owners immediately. Formal notice sent May 11. Updated COI received May 12. May 12, 2026 (COI received) ~7 1 (formal notice May 11) Summit Fire (failure to maintain license/insurance) During suspension period, SHC carries full liability for any Summit Fire work. Work performed while unlicensed may have regulatory implications for permit/inspection.
13 CWAM Mechanical Permit — 5-Month Delay Dec 29, 2025 (contractual deadline) CWAM's mechanical permit required by rough-in deadline Dec 29. CWAM defense: could not pull permit without approved plans. Mechanical permit issued under "Affordable Services Corp." on May 21, 2026 — 5 months and 22 days after contractual deadline. May 21, 2026 143 N/A — permit delay CWAM (§6 permit obligation) / Petrichor (plan deficiencies delayed approvals) Without mechanical permit, CWAM could not schedule required rough-in inspections. Root cause is disputed between CWAM (plan delays) and SHC (CWAM staffing failure). Total CWAM delay: ~159 days; SHC concedes ~90; disputes ~69.
14 Mechanical Rev. 5 — Unsubmitted Splices Jun 26, 2026 (punch list established) Caleb sends 3 follow-ups Jul 13–17. Bryan delivers Mechanical Rev 5 splices Jul 17. Bryan states: "This is the last time we combine splices for you." As of Jul 22, 2026, splices have NOT been submitted to PPRBD. Plan of record remains Feb 2025 set. Splices received Jul 17, 2026
Not submitted as of Jul 22
5 (and counting) 3 to produce splices SHC (failure to submit after receipt) Every sub on site operating from 17-month-old plans. Inspection finalization and permit Final blocked. Owner identified outdated plans as top concern. Highest-priority action item on project.
Section 5

Evidence Gaps & Required Actions

The following items represent evidentiary gaps that must be addressed before any arbitration proceeding, default notice, or formal settlement position can be taken. Items are ranked by legal urgency.

# Priority Item Description of Gap Why It Matters Action Required
1 CRITICAL Summit Fire concealment documentation Casey approved surface mounting May 27, 2026. Stop work issued Jun 9 for surface-mounted pipe. Jordan Johnson asked Jun 12 for documentation of concealment requirement — says he cannot find it in any meeting notes. SHC has not produced this documentation. If SHC cannot produce documentation, the Jun 9 stop work order is legally vulnerable. A vulnerable stop work order undermines any LD claim against Summit Fire after Jun 9 and exposes SHC to Summit Fire's cost-sharing request being entirely SHC's burden. Attorney to determine: (1) does documentation exist? (2) If not, can it be reconstructed from meeting notes, emails, or phone logs? (3) SHC must not send written settlement response to Summit Fire's $12,046 request until this is resolved.
2 CRITICAL SHC formal response to CWAM Jun 30 letter CWAM responded to SHC's Jun 19 default notice on Jun 30 with a substantively strong counter-position citing the "site-unseen" admission, 5+ plan revisions, and §9(c) counter-claim rights. SHC's formal reply (the "polish email to Shane" with Alex Kosley) was overdue as of Jul 14, 2026. CWAM's Jun 30 letter, if left unanswered, may be treated as constructive acknowledgment or bad-faith non-response in AAA arbitration. SHC's formal position needs to be on paper before any demand for LD damages or termination is pursued. Attorney to review CWAM's Jun 30 letter. Attorney to advise on and approve the Alex Kosley draft before transmission. Send immediately after attorney clearance.
3 CRITICAL CWAM Amendment 1 & 2 enforceability Amendment 1 ($3,900, Oct 31/Nov 3, 2025) and Amendment 2 ($225, Dec 11/16, 2025) were signed by Casey months before Shane Dorais countersigned (both on Mar 24, 2026). Work was performed under both amendments during the gap period. Amendment 3 ($33,697) is clean. If Amendments 1 & 2 are unenforceable, SHC's claims under those provisions are weakened. Conversely, if CWAM tries to disavow them, SHC needs to understand its position. The gap period work creates an implied contract argument that may run either direction. Attorney to assess enforceability of Amendments 1 & 2 under Colorado law given the gap period and the work performed. Advise SHC before making any claims that depend on those amendments.
4 CRITICAL Lowell Ross "site-unseen" admission — documentation At the Jun 26, 2026 site meeting, Lowell Ross reportedly admitted that the plans were designed "site-unseen." This is referenced in CWAM's Jun 30 default response as a key fact. There is no written contemporaneous record of this statement in the available documents. The "site-unseen" admission, if documented, is the single most powerful piece of evidence in SHC's claims against the design team and directly supports CWAM's §9(c) counter-claim (which SHC would then redirect against Petrichor/Fine Line). Without documentation, it is a he-said dispute. Obtain written statement from each person present at Jun 26 meeting (Caleb, Casey, Lee, Bryan Hunt, Lowell Ross, Shane Dorais). Casey or Caleb should draft contemporaneous memo while memories are fresh. Preserve CWAM's Jun 30 letter as corroboration of the admission.
5 HIGH Gas line installation — chain of custody Whitcomb Plumbing on site Jul 21–22 correcting a gas line incorrectly tied into the fire sprinkler system. Kelly Walsh stated Summit Fire identified this, not SHC's PM. Who installed the incorrect connection is undocumented in available records. The responsible party for the incorrect gas line installation determines: (1) which subcontract's LD and indemnity provisions apply; (2) whether SHC has a cost-recovery right against a sub; (3) whether this incident affects SHC's field oversight liability argument with the owner. Caleb and Marlowe to confirm in writing: who installed the gas line? When was it installed? Who first identified the error and how? Obtain written statement from Summit Fire (Jordan/Tyler) confirming when and how they discovered it.
6 HIGH Bryan Hunt engineer's letter — HDPE/PEX hold PPRBD inspector noted Apr 2, 2026: "need engineers letter for pex larger than 1 inch." Bryan Hunt must provide a letter confirming HDPE SDR rating and city PSI data before the Plumbing Top-Out (PTO) inspection can clear. Casey emailed Thorp (Trevor) Jul 21 for SDR + PSI data, which must be delivered to Bryan first. PTO hold blocks permit Final. Permit Final blocks certificate of occupancy. Certificate blocks turnover (Oct 16–19). Critical path item with direct impact on completion date and lender obligations. Trevor Thorp to provide SDR rating + city PSI (needed by Jul 23). Casey to transmit immediately to Bryan Hunt. Bryan to produce engineer's letter. Target: letter received before Jul 29 insulation start.
7 HIGH Mini-split alternate — engineer approval Original mini-splits specified by Petrichor were stuck in customs. Caleb submitted alternate Feb 19, 2026. Bryan asked for more information Mar 12 (21 days later). Caleb sent follow-up Mar 13. Another follow-up Mar 27. No confirmed approval in available record as of Jul 22, 2026. If mini-split alternate was never formally approved, there is either (a) an unapproved substitution in the field, which creates permitting/inspection risk; or (b) the equipment is on hold, blocking CWAM's trim-out schedule. Caleb to confirm: was the alternate mini-split ultimately approved by Bryan and installed? Obtain written approval from Bryan Hunt if not already in file. If equipment is still pending, escalate to attorney for potential negligence claim against engineer.
8 HIGH CSU electrical load calculations Casey log Jun 23, 2026: CSU electrical said the firm still needs to submit load calcs and other submittal documents. This is an engineer responsibility under MEP design. Status unknown as of Jul 22, 2026. Unsubmitted load calcs means CSU electrical permit cannot be finalized. If this is still open, it gates the electrical Final inspection (Oct 7 per schedule) and certificate of occupancy. Petrichor is responsible for load calc submission. Caleb to confirm with CSU electrical: have load calcs been submitted? If not, send formal written demand to Bryan Hunt / Petrichor with deadline. Document as another engineer failure.
9 HIGH Summit Fire signatory discrepancy — suppression contract Summit Fire Suppression contract §23 names "Jimmy Porter, Company Representative" as the signatory. The contract was actually signed by Jordan Johnson (Branch Manager). Jordan Johnson signed; Jimmy Porter did not. Signatory discrepancy could affect contract enforceability — particularly for LD calculations and the $12,046 cost-sharing request. If the named signatory (Jimmy Porter) did not sign, Summit Fire could argue the contract was not properly executed. Attorney to assess enforceability under Colorado law given the named-but-unsigned signatory. Consider obtaining a confirmation/ratification letter from Summit Fire acknowledging the contract is binding. Do not raise this with Summit Fire without attorney guidance.
10 MEDIUM Dryer vent / water heater venting scope dispute Casey log May 14, 2026: CWAM stated that dryer vent and water heater venting are "not part of their scope." This was apparently a surprise to SHC. MEP plans should specify these items; the subcontract scope should include them. If this scope gap is real (items not in MEP plans and not in CWAM subcontract), SHC must either negotiate a change order with CWAM or obtain a separate sub. If it's a CWAM misread of their scope, SHC needs written clarification before final billing. Attorney to review CWAM subcontract scope and MEP plans for dryer vent and water heater venting. Determine responsibility. If CWAM scope gap exists, document as a plan deficiency and seek recovery from design team.
11 MEDIUM CWAM ERV deviation — engineer sign-off CWAM log Jul 14, 2026: ERV exhaust outputs installed closer than 10-foot recommended room distance. CWAM self-determined this was acceptable because ducting is in the attic. No engineer sign-off on this deviation is documented. If the ERV deviation creates a code or performance issue, the undocumented unilateral deviation is CWAM's liability — but SHC supervised and did not object. If it later fails inspection, SHC and CWAM will dispute responsibility. Caleb to document: (1) was Bryan Hunt informed of this deviation? (2) Is there any written engineer acknowledgment? If not, send to Bryan for written confirmation that the attic installation meets code requirements. Create paper trail before inspection.
12 MEDIUM Zoning Final — Rejected status PPRBD shows Zoning Final inspection status: "Rejected / Failed: Not ready" from Feb 4, 2026. This inspection must be cleared before permit can go Final. Path to resolution is unknown in available records. Zoning Final rejection is a hard block on permit Final and certificate of occupancy. If this is not resolved, the project cannot complete regardless of all other inspections passing. Caleb to investigate: what specifically caused the Feb 4 Zoning Final rejection? What is required to clear it? Contact PPRBD zoning division directly. Establish a clear resolution path with target date before Jul 25 owner meeting.
Section 6

Document Reference Index

All source documents referenced in this timeline. Google Drive links open the document in a new tab. On print, URLs are shown in full.

Document Category Date / Parties Key Relevance Link
Nelson-Ross Architects Proposal Design Contract May 31, 2024 — Nelson-Ross / SHC Limit of Liability clause ($50,000 cap). Establishes Petrichor (Bryan Hunt) as MEP sub with no privity to SHC. https://drive.google.com/file/d/1PkwFNmimu4ueQrxPfaAeOPBOWYBA2UFG/view
AIA A101-2017 Prime Contract Prime Contract Apr 22–25, 2025 — Pikes Peak Properties LLC / SHC $2,271,419.11. Design-build delivery. Contract end Sep 1, 2026 per CO-007. All sub deadlines flow from this. https://drive.google.com/file/d/1PiqtAZOkw2JEixZZHy8kZKCuQRoxTjq3/view
Cost-Plus Agreement Prime Contract Apr 22–25, 2025 — Pikes Peak Properties LLC / SHC Cost-plus fee structure supplement to AIA A101. https://drive.google.com/file/d/1vizyWm7_T1QoGSiJwbQFeNqW9YqDtyR0/view
Milestone Bank Construction Addendum Lender / Finance Apr 25, 2025 — Milestone Bank / SHC §8.7 draw cycle (invoices by 25th → paid ~13th following month). Lender inspector controls. Contract end Sep 1, 2026. https://drive.google.com/file/d/1zCveWwjcTIarXWHGJ9ifgj3jpetO23oW/view
CWAM / Affordable Services Corp — Subcontract MEP Subcontract Oct 20–21, 2025 — SHC / CWAM $346,935.26. §4 $500/day LDs (sub-caused only). §6 CWAM pulls own permits. §9(c) delay damages from design team. §21 AAA Arbitration. Rough-in Dec 29 / trim-out Apr 30 deadlines. https://drive.google.com/file/d/1_gL8Ff-T9BnBX7CEIycPMevnfW2IRNWY/view
CWAM Amendment 1 MEP Subcontract Casey signed Nov 3, 2025 — Shane signed Mar 24, 2026 Temp furnaces, $3,900. 3.5-month signature gap. Enforceability at risk — work performed before countersignature. https://drive.google.com/file/d/1vfjBJST5iDiIFQfJM69bJZ4twVS2YknG/view
CWAM Amendment 2 MEP Subcontract Casey signed Dec 16, 2025 — Shane signed Mar 24, 2026 Line set removal, $225. Same 3-month signature gap and enforceability risk as Amendment 1. https://drive.google.com/file/d/1LHObgY0ME9zHoXomw1EY1bCQ8gE0xEJW/view
CWAM Amendment 3 MEP Subcontract Mar 19, 2026 — SHC / CWAM (both signed simultaneously) $33,697: service upgrade, washer/dryer/sump circuits, radon, exit signs. Clean execution — enforceable. https://drive.google.com/file/d/1JP-CjELZJKaMBJ_s17LIhnnmbZBvGnm0/view
Mechanical Revision 5 Red-Line (Jun 26) Design / Engineering Jun 26, 2026 — Bryan Hunt / Petrichor Full punch list from Jun 26 site meeting. Splices delivered Jul 17 but NOT YET submitted to PPRBD as of Jul 22. Critical path item. https://drive.google.com/file/d/1IvfXogBWLHJ13Ci6M5lMtjkugVYsGqZ9/view
Buildertrend Daily Logs PDF Construction Records Apr 3 – Jul 22, 2026 (112 pages) Contemporaneous daily log record. Covers active construction phase only. Referenced throughout timeline with page citations. dailylogs.pdf — hosted alongside this file
Project Schedule — Buildertrend Export Schedule 2927 W Pikes Peak Ave — 159 line items Item #29 Construction Mobilization = Jul 21, 2025 (contractual start of construction). Item #159 Turnover to Client = Oct 20–21, 2026. https://docs.google.com/spreadsheets/d/1gq0xqzh8bNLvtk3GuvbMOTotAYUp_aa0/edit
Legal Strategy / Working Document Attorney Work Product Google Doc — ongoing Primary strategy document linked from this timeline's navigation bar. https://docs.google.com/document/d/1U-qgAQSJwj1glLl7oZRG-bZ8Dz98_7eQdHhdMDwS4No/edit
Note on Summit Fire subcontracts: Summit Fire Suppression ($129,010, Oct 28–29, 2025) and Summit Fire Alarm ($25,900, Oct 28–30, 2025) subcontracts are held in the physical contract file. The suppression contract has a signatory discrepancy (§23 names Jimmy Porter; signed by Jordan Johnson). Attorney review required before enforcement.