Construction process
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Construction process Construction process Document Transcript

  • .. ..• ..•. ,.. .. "" Introduction -.. "" '''' Bidding and Construction Options "" :. Trustees and Staff may build one project in a "" ,.. "" . General Contract ••• lifetime. ••• .... ' "'" ... . Construction Management ::: ,.. ."- An easy resource for information about bidding and construction terminology, processes, and responsibilities will help make the most of your -. "" ....• '"' DesignlBuild _ singular project experience. •.. Cost Plus a Fee ':. The understanding and interpretation of the The Public Bid Process :: various drawings, descriptive specifications and .•.. '" ,,.. .•. ••. .- .: .•.. forms required for construction will be useful throughout the bidding and construction process. - .,.. ... . ••. "'" < ~ ••• ~ .,. "'".•. Key Points General Contracting ...•. "" ..•.. ... "" • The Terminology of Bidding and ..••• Construction A single lump-sum construction contract based on complete, biddable, construction ".. : • Bidding and Construction in the Public documents. : Arena ,. .: • Who is Responsible for What? : • How and Where does the Money Go? .~ • Moving the Team in the Right Direction ...• .•. :g Agenda Construction Management -$ ..•. "" ~ .. . Bidding and Construction Options Multiple lump-sum construction contracts The Bidding Process and Bid Documents based on complete, biddable construction The Construction Process and Construction documents, issued in whole or in phases Documents for selected building trades, coordinated The Completion and Close-out Process and supervised by an independently The Effective Building Team retained construction professional.
  • ~~m~;1m~f;j~~~~~~~i0l~~~£,M!~~i:'- •.. ''1'> .. ~~~~Rt~~~m~~~~~).~~~~ .•. "". ... "" DesigniB uild '''' The Budget ••• A single lump-sum contract for both design and ,... .. . "" Planning .• construction based on a program statement and Adequacy and Completeness general building performance standards. Importance of Contingency ,.. .-"'" •• Keeping track of the budget Alternates Bidding Documents Quality •••. Drawings : • Technical Specifications "Front End" specifications Time Cost ••. • Information required for a contractor to estimate the cost of the project (pick two) • An Addendum modifies/clarifies the ""' Bidding Documents ~~~~~~~~&~~,;~~~~~~=~ .... ... .•. "" Public Bid Process Advertising and Invitation to Bid .. '" ,~ :: • Budget "'" Published in a periodical of general •• • Biddable Documents: Drawings and circulation in the project area . : Specifications Informs bidders of important dates, times "" • Advertising .•. and locations for bidding activities. "'" Confirmed by an affidavit of publication. :: • Contractor Qualifications : • Bid Opening and Recording Often includes equal opportunity language .", and other information, as required by law. .•••• Awarding the Contract(s) •..
  • .•. ..• .•. •.. "" ... Recommendations for Award, Contractor Qualifications ..•. .. Awarding the Contract and '... "" ... . .. "" ,'" .... .. ..•. , Prequalification Requirements Bonding Requirements - . Finalizing the Budget •• .... .•. .....• References .•. -. -."- Individual contractors bids are reviewed in detail and questions are answered. The goal is to - ..•. ... '" Appropriate Experience ..•. . .. ~ .. determine the best contractor for the project. The "lowest qualified bidder" is determined, .•.. ... ' •.. .... A list of recommended contractors is compiled. .•. "" .•. •.. .... •... "'" ••• ..•. ~~, .•. ..•. "" The Pre-bid Conference and the Addendum .- ..•. .•. ... What If? .". .•... .: • A meeting to review bid procedures and "" • The bids received are over the project • .•. .: ••• • .... ... •••• questions about the bid documents. Attendance may be mandatory or optional. An addendum may be issued to clarify - ..•• budget? : • The low bidder is unqualified? : • The low bidder refuse to honor his bid by ••• documents and answer questions. This : becomes an official part of the contract ,: .., signing a contract? : : documents. The bidding contractors are an expert source of detailed questions. ... .•••• There is a protest from another bidder ... .... about the low bid? "" •.. .. .•. .• .. ",.. Bid Opening, Recording, Tabulation and Analysis Value Engineering Bids are received at a predesignated time, date Determination of which alternates are to be and place. : accepted. The bids are opened and read in a public meeting. -;::,Voluntary alternates are reviewed . Bids are recorded, confirming that bid security is .:: Bidders may be requested to identify potential proper, addenda are acknowledged and bids are savings that will reduce cost and not reduce complete. ,,¥ quality. The tabulation is the final estimate of project 'l The architect and construction manager may cost. '" review the design and systems to identify lower cost options. -~ PLA Ninth Nati annl rnnfoyonrn Mnr~l, ?nn?
  • .... ... ... The Construction Process Construction Quality and .•. "" Reviews .•.. "" • Finalizing the Schedule ... •• ..•. •• : Submittal Review '. ••• Regularly scheduled (monthly) ,.,. construction progress meetings : • Periodic construction observation by the ••. Construction Quality and Reviews ••• architects and engineers. Payment Process :: • Discussions of outstanding questions and Design and Construction Revisions .: requests for information (RFI's) . ...• ... - • Schedule review . -.. . ,~ "" ... .•. .... The Payment Process The Construction Schedule ... '" ..•.. ..... Requests for payment are submitted for initial Commitment to a definitive schedule for construction and occupancy. .•.. (draft) review in the field. "" ..•. . All trades contractors must "buy in" to the ,.. Payment Application and Certificate for -' Official is assembled and submitted . .. .•. schedule. ~ .. --., • Sworn statements and Waivers of Lien are The owner and architect must be kept .... 1'1!1!'> assembled and attached. apprised of schedule milestones. ... ··f •• .,.,. Architect reviews and approves payment on the Certificate for payment portion of the Pay .•.. •. .•.. ~. Application . Billing review scheduled prior to a regular board meeting. Submittal Review Design and Document Revisions During Construction : Multiple products have usually been specified. .,w. The actual products must be reviewed for Reasons for changes :: compliance with the design intent. Bulletins r Coordination of actual materials and Field Orders :: components. ! Color selections Architect's Supplemental Instructions (ASI's) ! Substitutions may be reviewed for .':: acceptability. It is the responsibility of the • Change Orders ;; submitting contractor to confirm compliance : with the specification. PLA Ninth National Conference Mnrrh ?nn?
  • Reasons for Changes Documenting Changes ': • Owner requests for changes "'" Bulletins .: • Field conditions :: • Coordination Issues Field Orders ". ••.• ..•. Document interpretations ,"" .•.. "'" ... "" ". ... •.. - "" Documenting Changes Documenting Changes Bulletins Bulletins Field Orders Field Orders Architect's Supplemental Architect's Supplemental Instructions (AS!' s) Instructions (AS!'s) Change Orders Documenting Changes Documenting Changes Bulletins Bulletins Field Orders Architect's Supplemental Instructi ons (AS I' s) Change Orders
  • ••• Completion and Closeout Occupancy of the Project - "" "" .1: Substantial Completion .... • •• ..•. Signing off by the governing authority :& Punchlist : • Owner may move into the building. : Move-in and Occupancy ': • Punch list completion may still be in .•. - : Turnover Items .: - Operation and Maintenance (O&M) Manuals ,... - Warrantees _ ...•. progress. : - As-built Drawings •.. ':: Final Completion .... - .•.. .•. ,.. •.. ,. ... .•. Substantial Completion "'- Turnover Items .- . ... •.. ' ."" ,,,", .,. "" . Owner's use of the building .•.. """ "" "'" . Operation and Maintenance (O&M) -. ,"" .<~ End construction and begin warranty .,.. "'" manuals and maintenance schedules Final payment except for Retainage ..•. •.. Operational demonstrations .•... As-built drawings ~ .•. . Warranties - -ee, ,., The Punchlist Final Completion ,"" '"' .,," ,.. . Items required to be corrected for the project to be finally complete. When the all payments are finally made . .,," '~ .•. "" . Payment of retainage is contingent on completion of the punchlist. ".. __ 41- AT _~_._
  • Post-Occupancy Activities .•. - Warranties Maintenance -...• ..•. ... Post-Occupancy Review •.. ... "" .•. .-•. . - .... ..••. <.~ The Effective Building Team "" ~ . ~ . . Common Goals -... .. .... Shared Procedures .. ~ Communication •.. ,.. Tenacity .."" "., .. .- "'"