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ACH 216 Lecture 04b (Bidding) Part 1
 

ACH 216 Lecture 04b (Bidding) Part 1

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    ACH 216 Lecture 04b (Bidding) Part 1 ACH 216 Lecture 04b (Bidding) Part 1 Presentation Transcript

    • Estimating Bidding and Project Award Cost Estimating Construction Documents The Bid Package Types of Contracts
    • Construction Documents Contract Documents Bidding Documents Project Manual
    •  
    • The basic building blocks of the contract documents are --
    • Drawings are the graphic representation of the work
        • They show material quantity and location; relationship of spaces to one another:
          • Measurements/dimensions
          • Footprint configuration/layout
          • Siting (location on site)
          • Details of materials & methods
          • Building systems
          • Schedules of Information
      Professor Brandi R. Shepard© ACH 216-Construction Management
    • What’s included in the DRAWINGS :
      • Provide graphic representation of all the work to be completed.
        • Measurements/dimensions
        • Footprint configuration
        • Siting (location on site)
        • Details of Materials & Methods
        • Schedules of Information
        • Building systems
          • Structural, Enclosure, Mechanical/Electrical
      • They show material quantity and location; relationship of spaces to one another
      BIDDING DOCUMENTS CONSTRUCTION DOCS
    • Specifications define the qualitative requirements
      • Verbally describe requirements
      • Presents quality of material & installation
      • Product data
      • Considered the “meat” of the project manual
      • Testing Standards that must be met
      • Information is organized using CSI 48 Division MasterFormat
        • Introduced in 1963
      • Standard practice in US and Canada
      • Current Edition: 2004
      Professor Brandi R. Shepard© ACH 216-Construction Management
    • What’s included in the SPECIFICATIONS :
      • Technical information about materials indicated on the drawings
        • Information is not easily communicated graphically
      • Written requirements for project
        • Material
        • Equipment
        • Construction systems & standards
        • Workmanship
      • Specs represent the “quality” of the project
      PROJECT MANUAL BIDDING DOCUMENTS CONSTRUCTION DOCS
      • PROJECT MANUAL
      • Collection of written construction documents and project requirements
      • Focuses on the administrative issues surrounding the project
      • Typically bounded in book format
      Due to their format, the Drawings will always be considered separate from the Project Manual and should NOT be included in the Project Manual
    • What’s included in the CONTRACT FORMS :
      • Agreement Form
      • Contract required exhibits
        • Bonds
          • Performance
          • Labor and material payment
          • Warranty
          • Maintenance
        • Certificates
          • Insurance
          • Compliance (with stated requirements)
        • Power of Attorney: agent that acts on behalf of the principal
      PROJECT MANUAL BIDDING DOCUMENTS CONSTRUCTION DOCS
    •  
    • What’s included in the CONTRACT CONDITIONS :
      • General Conditions
        • Outlines the legal and regulatory rights, responsibilities and duties of Owner and Contractor (and others (A/E) involved in Project)
      • Supplementary Conditions
        • Modify or extend the standard general conditions
        • Includes provisions relating to payments, retainage and insurance
      • Special Conditions
        • Used when standard set of Supplementary Conditions need to be further complemented
      PROJECT MANUAL BIDDING DOCUMENTS CONSTRUCTION DOCS
    • Assembled, these building block can be augmented (before bidding) by adding -- Written or graphic documents issued to clarify, revise, add to, or delete information in the original Bidding Documents
    • What’s included in the ADDENDA :
      • Written or graphic changes to the contract documents
      • Interpretations of issues brought up by other parties (contractor, owner, A/E)
        • Items to be clarified, corrected or explained
        • Sometimes if many items are brought forward result in new issuance of construction docs
      • Each addendum is to supersede and supplement all portions of bidding docs with which it conflicts
        • Changes are usually bubbled or clouded and include an Addendum # listed in a triangle
        • Should be organized and formatted for easy reference
      BIDDING DOCUMENTS CONSTRUCTION DOCS
    • What’s included in the ADDENDA :
      • Issued BEFORE the agreement is signed between owner and contractor
        • Most times issued before bid is submitted
          • Contractor is responsible to call out addenda in bid form
        • Addenda issued after bid are only given to selected bidder
          • May result in changes to the contract price
      • Addenda become apart of the contract documents
        • Needs to be called out in the bid & agreement
          • Verifies that bidder has reviewed addenda and it’s work is included in bid
      BIDDING DOCUMENTS CONSTRUCTION DOCS
    • Because the Agreement is expandable, it is still possible to add one element, the Modifications . Contract signed between Owner and Contractor stating the contractual and legal obligations to be performed by each party; includes type of contract and required exhibits such as bond and certificates. AIA A101 or A111 Owner-Contractor Agreement
    • Because the Agreement is expandable, it is still possible to add one element, the Modifications .
    • Because the Agreement is expandable, it is still possible to add one element, the Modifications . After the agreement is signed; changes to the agreement are made by contract modifications
    • What’s included in the CONTRACT MODIFICATIONS :
      • Written or graphic changes to the contract documents AFTER the agreement has been signed
        • Becomes a CHANGE ORDER
        • Construction Change Directive
          • Used when the work must be completed and Owner and Contractor can not agree on cost
          • Puts responsibility on architect for determining costs of implementing change order
          • Orders contractor to proceed immediately on work regardless of cost
            • It gets resolved once work is completed
      CONSTRUCTION DOCS
    • Before pricing the work, the assembly looks like this -- The Bidding Requirements , such as the Instructions to Bidders and Bid Form temporarily bind everything together as a package.
    • What’s included in the BIDDING REQUIREMENTS :
      • Invitation to Bid
      • Instructions to Bidders
      • Supplementary Instructions to Bidders
      • Information available to Bidders
        • Preliminary construction schedule
        • Geotechnical data (borings, pit test & reports)
        • Existing conditions (dwgs, specs, descriptions & property survey)
      • Bid Forms and attachments
      PROJECT MANUAL BIDDING DOCUMENTS CONSTRUCTION DOCS
    • What’s included in the BIDDING REQUIREMENTS :
      • Supplements to Bid Form (not all are included)
        • Bid Security Forms (if required)
        • Bidder qualifications forms (if required)
        • Substitution Lists (if permitted)
        • Subcontractor Lists/Equipment Suppliers Lists
        • List of Alternates
        • List of estimated quantities (often used with allowances & unit prices)
        • Affidavits
      PROJECT MANUAL BIDDING DOCUMENTS CONSTRUCTION DOCS
    • The resulting, tightly bound package is call the Contract Documents
    • NEXT CLASS THE BID PACKAGE The Bidding Process The Bidding Timeline Bidding Requirements