ACH 231 Lecture 07 (Contract Documents) Part 1

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ACH 231 Lecture 07 (Contract Documents) Part 1

  1. 1. Contract Documents Parts of Construction Documents The Bidding Process & Requirements Construction Contracts- AIA Family of Documents
  2. 2. Part 1 Parts of Construction Documents
  3. 3. Professor Brandi R. Shepard© ACH 216-Construction Management
  4. 4. The basic building blocks of the contract documents are -- Professor Brandi R. Shepard© ACH 216-Construction Management
  5. 5. Drawings are the graphic representation of the work <ul><ul><li>They show material quantity and location; relationship of spaces to one another: </li></ul></ul><ul><ul><ul><li>Measurements/dimensions </li></ul></ul></ul><ul><ul><ul><li>Footprint configuration/layout </li></ul></ul></ul><ul><ul><ul><li>Siting (location on site) </li></ul></ul></ul><ul><ul><ul><li>Details of materials & methods </li></ul></ul></ul><ul><ul><ul><li>Building systems </li></ul></ul></ul><ul><ul><ul><li>Schedules of Information </li></ul></ul></ul>
  6. 6. What’s included in the DRAWINGS : <ul><li>Provide graphic representation of all the work to be completed. </li></ul><ul><ul><li>Measurements/dimensions </li></ul></ul><ul><ul><li>Footprint configuration </li></ul></ul><ul><ul><li>Siting (location on site) </li></ul></ul><ul><ul><li>Details of Materials & Methods </li></ul></ul><ul><ul><li>Schedules of Information </li></ul></ul><ul><ul><li>Building systems </li></ul></ul><ul><ul><ul><li>Structural, Enclosure, Mechanical/Electrical </li></ul></ul></ul><ul><li>They show material quantity and location; relationship of spaces to one another </li></ul>BIDDING DOCUMENTS CONSTRUCTION DOCS
  7. 7. Specifications define the qualitative requirements <ul><li>Verbally describe requirements </li></ul><ul><li>Presents quality of material & installation </li></ul><ul><li>Product data </li></ul><ul><li>Considered the “meat” of the project manual </li></ul><ul><li>Testing Standards that must be met </li></ul><ul><li>Information is organized using CSI 48 Division MasterFormat </li></ul><ul><ul><li>Introduced in 1963 </li></ul></ul><ul><li>Standard practice in US and Canada </li></ul><ul><li>Current Edition: 2004 </li></ul>
  8. 8. What’s included in the SPECIFICATIONS : <ul><li>Technical information about materials indicated on the drawings </li></ul><ul><ul><li>Information is not easily communicated graphically </li></ul></ul><ul><li>Written requirements for project </li></ul><ul><ul><li>Material </li></ul></ul><ul><ul><li>Equipment </li></ul></ul><ul><ul><li>Construction systems & standards </li></ul></ul><ul><ul><li>Workmanship </li></ul></ul><ul><li>Specs represent the “quality” of the project </li></ul>PROJECT MANUAL BIDDING DOCUMENTS CONSTRUCTION DOCS
  9. 9. <ul><li>PROJECT MANUAL </li></ul><ul><li>Collection of written construction documents and project requirements </li></ul><ul><li>Focuses on the administrative issues surrounding the project </li></ul><ul><li>Typically bounded in book format </li></ul>Due to their format, the Drawings will always be considered separate from the Project Manual and should NOT be included in the Project Manual
  10. 10. What’s included in the CONTRACT FORMS : <ul><li>Agreement Form </li></ul><ul><li>Contract required exhibits </li></ul><ul><ul><li>Bonds </li></ul></ul><ul><ul><ul><li>Performance </li></ul></ul></ul><ul><ul><ul><li>Labor and material payment </li></ul></ul></ul><ul><ul><ul><li>Warranty </li></ul></ul></ul><ul><ul><ul><li>Maintenance </li></ul></ul></ul><ul><ul><li>Certificates </li></ul></ul><ul><ul><ul><li>Insurance </li></ul></ul></ul><ul><ul><ul><li>Compliance (with stated requirements) </li></ul></ul></ul><ul><ul><li>Power of Attorney: agent that acts on behalf of the principal </li></ul></ul>PROJECT MANUAL BIDDING DOCUMENTS CONSTRUCTION DOCS
  11. 12. What’s included in the CONTRACT CONDITIONS : <ul><li>General Conditions </li></ul><ul><ul><li>Outlines the legal and regulatory rights, responsibilities and duties of Owner and Contractor (and others (A/E) involved in Project) </li></ul></ul><ul><li>Supplementary Conditions </li></ul><ul><ul><li>Modify or extend the standard general conditions </li></ul></ul><ul><ul><li>Includes provisions relating to payments, retainage and insurance </li></ul></ul><ul><li>Special Conditions </li></ul><ul><ul><li>Used when standard set of Supplementary Conditions need to be further complemented </li></ul></ul>PROJECT MANUAL BIDDING DOCUMENTS CONSTRUCTION DOCS
  12. 13. 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
  13. 14. What’s included in the ADDENDA : <ul><li>Written or graphic changes to the contract documents </li></ul><ul><li>Interpretations of issues brought up by other parties (contractor, owner, A/E) </li></ul><ul><ul><li>Items to be clarified, corrected or explained </li></ul></ul><ul><ul><li>Sometimes if many items are brought forward result in new issuance of construction docs </li></ul></ul><ul><li>Each addendum is to supersede and supplement all portions of bidding docs with which it conflicts </li></ul><ul><ul><li>Changes are usually bubbled or clouded and include an Addendum # listed in a triangle </li></ul></ul><ul><ul><li>Should be organized and formatted for easy reference </li></ul></ul>BIDDING DOCUMENTS CONSTRUCTION DOCS
  14. 15. What’s included in the ADDENDA : <ul><li>Issued BEFORE the agreement is signed between owner and contractor </li></ul><ul><ul><li>Most times issued before bid is submitted </li></ul></ul><ul><ul><ul><li>Contractor is responsible to call out addenda in bid form </li></ul></ul></ul><ul><ul><li>Addenda issued after bid are only given to selected bidder </li></ul></ul><ul><ul><ul><li>May result in changes to the contract price </li></ul></ul></ul><ul><li>Addenda become apart of the contract documents </li></ul><ul><ul><li>Needs to be called out in the bid & agreement </li></ul></ul><ul><ul><ul><li>Verifies that bidder has reviewed addenda and it’s work is included in bid </li></ul></ul></ul>BIDDING DOCUMENTS CONSTRUCTION DOCS
  15. 16. 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
  16. 17. Because the Agreement is expandable, it is still possible to add one element, the Modifications .
  17. 18. 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
  18. 19. What’s included in the CONTRACT MODIFICATIONS : <ul><li>Written or graphic changes to the contract documents AFTER the agreement has been signed </li></ul><ul><ul><li>Becomes a CHANGE ORDER </li></ul></ul><ul><ul><li>Construction Change Directive </li></ul></ul><ul><ul><ul><li>Used when the work must be completed and Owner and Contractor can not agree on cost </li></ul></ul></ul><ul><ul><ul><li>Puts responsibility on architect for determining costs of implementing change order </li></ul></ul></ul><ul><ul><ul><li>Orders contractor to proceed immediately on work regardless of cost </li></ul></ul></ul><ul><ul><ul><ul><li>It gets resolved once work is completed </li></ul></ul></ul></ul>CONSTRUCTION DOCS
  19. 20. 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.
  20. 21. What’s included in the BIDDING REQUIREMENTS : <ul><li>Invitation to Bid </li></ul><ul><li>Instructions to Bidders </li></ul><ul><li>Supplementary Instructions to Bidders </li></ul><ul><li>Information available to Bidders </li></ul><ul><ul><li>Preliminary construction schedule </li></ul></ul><ul><ul><li>Geotechnical data (borings, pit test & reports) </li></ul></ul><ul><ul><li>Existing conditions (dwgs, specs, descriptions & property survey) </li></ul></ul><ul><li>Bid Forms and attachments </li></ul>PROJECT MANUAL BIDDING DOCUMENTS CONSTRUCTION DOCS
  21. 22. What’s included in the BIDDING REQUIREMENTS : <ul><li>Supplements to Bid Form (not all are included) </li></ul><ul><ul><li>Bid Security Forms (if required) </li></ul></ul><ul><ul><li>Bidder qualifications forms (if required) </li></ul></ul><ul><ul><li>Substitution Lists (if permitted) </li></ul></ul><ul><ul><li>Subcontractor Lists/Equipment Suppliers Lists </li></ul></ul><ul><ul><li>List of Alternates </li></ul></ul><ul><ul><li>List of estimated quantities (often used with allowances & unit prices) </li></ul></ul><ul><ul><li>Affidavits </li></ul></ul>PROJECT MANUAL BIDDING DOCUMENTS CONSTRUCTION DOCS
  22. 23. The resulting, tightly bound package is call the Contract Documents
  23. 24. NEXT LECTURE-PART 2 The Bidding Process & Requirements

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