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PM : Shop Drawings PM : Shop Drawings Presentation Transcript

  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Project MANAGEMENT WORKSHOP S HOP DRAWINGS 1
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Presentation Outline • Shop Drawings 101 • A201 – 1997 • Section 013300 • Shop Drawing Example • Do’s and Don’ts 2
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Shop Drawings 101 3 View slide
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 What are “submittals” ? A201 General Conditions of the Contract for Construction Paragraph 3.12.1 “… drawings, diagrams, schedules, and other data specially prepared for the Work by the Contractor, or a Subcontractor, Sub- subcontractor, manufacturer, supplier or distributor 4 View slide
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Why are “shop drawings” created ? A201 General Conditions of the Contract for Construction Paragraph 3.12.4 “… to demonstrate … the way by which the Contractor proposes to conform to the information given and the design concept expressed in the Contract Documents.” 5
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Why do architects review submittals? • to determine if the GC "understands" the CD’s • correct GC’s “misunderstandings” of the CD’s • NOT to determine GC “meets the requirements" of the CD’s 6
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Which submittals should the architect request? Professional Standard of Care • Structural Stability • Appearance • Function • Building Code Compliance 7
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 A201 - 1997 General Conditions of the Contract for Construction 8
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.1.3 • The Contractor shall not be relieved of obligations to perform the Work in accordance to the Contract Documents either by activities or duties of the Architect in the Architect's administration of the Contract... 9
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.2.1 • ... before starting each portion of Work, the Contractor shall carefully study and compare the various drawings ... not for the purpose of discovering errors, omissions, or inconsistencies in the Contract Documents ... 10
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.7.3 • It is not the Contractor's responsibility to ascertain that the Contract Documents are in accordance with applicable laws, statutes, ordinances, building codes, and rules and regulations. 11
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.3.1 • The Contractor shall be solely responsible for and have control over means, methods, techniques, sequences and procedures ... 12
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.5.1 • The Contractor warrants to the Owner and Architect ... that the Work will conform to the requirements of the Contract Documents. • Work not conforming to these requirements, including substitutions not properly approved or authorized, may be considered defective. 13
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.10.2 • The Contractor shall prepare and keep current, for the Architect's approval, a schedule of submittals ... 14
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.10.3 • The Contractor shall perform the Work in general accordance with the most recent schedules submitted to the Owner and Architect. 15
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.12.4 • Submittals not required by the Contract Documents may be returned by the Architect without action. 16
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.12.5 • The Contractor shall review ... approve and submit to the Architect Shop Drawings ... in such sequence as to cause no delay in the Work... • Submittals (shop drawings) ... not marked as reviewed ... and approved by the Contractor may be returned by the Architect without action. 17
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.12.6 • By approving and submitting shop drawings ... the Contractor represents that the Contractor has ... checked and coordinated the information contained within such submittals with the Work and requirements of the Contract Documents. 18
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.12.8 • The Contractor shall not be relieved of responsibility for errors or omissions in the Shop Drawings ... by the Architect's approval thereof. • ... the Contractor shall not be relieved of responsibility for deviations from ... the Contract Documents by the Architect's approval of Shop Drawings ... unless the Contractor has specifically informed the Architect in writing of such deviation at the time of submittal … 19
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.12.9 • The Contractor shall direct specific attention ... to revisions other than those requested by the Architect on previous submittals. • In the absence of such written notice, the Architect's approval of a resubmission shall not apply to such revisions. 20
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Contractor's Role A201-1997 : Subparagraph 3.12.10 • The Contractor shall cause such services or certifications to be provided by a properly licensed design professional, whose signature and seal shall appear on all ... submittals prepared by such professional. • Shop Drawings ... designed or certified by such professional ... shall bear such professional's written approval ... • The Architect will review ... only for the limited purpose of checking for conformance with information given and the design concept expressed. 21
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Architect's Role A201-1997 : Subparagraph 4.2.7 • The Architect will review and approve or take appropriate action upon... Shop Drawings... for the limited purpose of checking for conformance with information given and the design concept expressed. • Review... is not conducted for the purpose of determining the accuracy and completeness of other details such as dimensions and quantities... • The Architect's review shall not constitute approval of safety precautions or... any construction means, methods, ... • The Architect's approval of a specific item shall not indicate approval of an assembly of which the item is a component. 22
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Architect's Role B151-1997 : Subparagraph 2.6.2 • The Architect shall provide administration of the Contract for Construction as set forth ... in AIA Document A201, General Conditions. • Modifications made to the General Condition ... shall be enforceable ... to the extent that they are consistent with this Agreement or approved in writing by the Architect. 23
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 013300 : Submittal Procedures 24
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 013300 : Submittal Procedures Part I : General Part II : Products • 1.1 Related Documents • 2.1 Action Submittals • 1.2 Summary • 2.2 Info Submittals • 1.3 Definitions • 2.3 Delegated Design • 1.4 Submittal Procedures Part III : Execution • 1.5 GC’s Use of Cad • 3.1 Contractor's Review Files • 3.2 Architect's Action 25
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 013300 : Related Sections "Payment Procedures" "Closeout Procedures“ Applications for Payment & Schedule of Values. warranties "Project Record Documents“ "Project Management and Coordination" Record Drawings, Record Specifications, & meeting and conference minutes and for Record Product Data submitting Coordination Drawings "Operation and Maintenance Data“ "Construction Progress Documentation" operation & maintenance manuals GC's Construction & Submittals Schedule "Demonstration and Training“ videotapes of demonstration of "Photographic Documentation" equipment & training of Owner's construction photographs & videotapes personnel "Quality Requirements“ Divisions 02 through 49 Sections test & inspection reports and mockup req’t specific requirements for submittals in those Sections. 26
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 013300 : Submittal Procedures General • CAD drawings of the CD’s will or will not be provided for preparing submittals (?) GC’s use of CAD Drawings • Architect – makes no representation on compatibility – reserves right to remove all indications of ownership – makes no warranties • Data used without any liability to architect • Differences may exist with latest site conditions 28
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 013300 : Submittal Procedures Coordination • Coordinate submittals requiring sequential activity • Architect reserves the right to withhold action on a submittal requiring coordination with other submittals until related submittals are received Processing Time • Allow enough time for Initial Review (X days) & Resubmittal Review (X days) • X = 5 days? 10 days? 15 days? Deviations • Highlight deviations from CD’s on submittals 29
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 013300 : Submittal Procedures Identification • Permanent label or title block • Submittal numbering • Specification Section number + decimal point + sequential number • 061000.01 • Resubmittals : alphabetic suffix after decimal point • 061000.01.A Transmittals • Architect will “return submittals without review” received from sources30other than the GC
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 013300 : Submittal Procedures Number of Copies (1) electronic copy, in PDF format 31
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 013300 : Execution Contractor’s Review • Check for compliance with the Contract Documents • Note corrections & field dimensions • Submittals are NOT a way to suggest substitutions • … Mark with Approval Stamp before submitting to Architect – project name + location + specification section title & number – name of reviewer + date of GC’s approval – statement certifying submittal has been reviewed, checked, & complies with CD’s 32
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 013300 : Execution Architect’s Action • Architect will not review submittals w/o GC’s Approval Stamp • Partial submittals are not acceptable & will be returned w/o review • Submittals not req’d by CD’s … not reviewed and be discarded • Do NOT rethink, refine, or revise design • Do NOT clarify design (e.g. change scope) 33
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 013300 : Execution Architect’s Action Stamp AIA 201 • 4.2.7 : The Architect will review and “approve”… • 3.12.7 : The GC shall perform no portion of the Work for which... Shop Drawings (are required)... until the... submittal has been “approved” by the Architect. AIA B151 • 2.6.11 : The Architect will review and “approve”… 34
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 013300 : Execution EUA’s Action Stamp Architect’s review is for the limited purpose of checking for general conformity with the design concept expressed in the CD’s The term “approved” is not allowed by most insurance 35 companies.
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Submittal Example 36
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Submittal Review Process What are the steps prior to submittals ? 1. Contractor : Submittal Schedule : submitted & approved by the Architect ? 2. Reviewer : read the A201 and 013300 Submittal Procedures What are the steps in reviewing submittals ? 3. Contractor : stamped & reviewed submittal ? 4. Reviewer : read the specific Spec Section 5. Compare what is submitted to what is req’d. 6. Review & redline, sign & stamp, and transmit 7. Track submittal info with Newforma & Info Exchange 37
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 1. Contractor : Submittal Schedule Submitted & Approved by the Architect ? A201 - 1997 • Submittal Schedule : recognizes that submittals affect the progress of the project Contractor’s Standpoint • No excuse for overlooking critical submittal items Architect Standpoint • No excuse for not providing enough staff to review submittals • Has the right to approve or disapprove GC’s planned schedule of submittals. 38
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 1. Contractor : Submittal Schedule Submitted & Approved by the Architect ? A201 - 2007 39
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 2. Reviewer : read the A201 and 013300 Submittal Procedures Read the whole +40 page A201 General Conditions ? NO Search terms : “Submittals” and “Shop Drawings” 40
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 What about projects without an A201 ? B141 & B151 references the A201 (in absentia) (B141 & B151 : Standard Agreement between Owner & Architect) Paragraph 1.1.5 When the services under this Agreement include contract administration services, the General Conditions of the Contract for Construction shall be the A201 … (This document assumes that AIA Document A201 will be used.) Paragraph 1.3.7.2 Terms in this Agreement shall have the same meaning as those in the A201 … (By this cross-reference, the parties agree to adopt the terminology found in A201) 41
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 3. Contractor : stamped & reviewed submittal? NO? • Return it stamped “Rejected” - explain WHY LOOSE TIGHT MORE LESS CLAIMS CLAIMS 42
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 4. Read the specific Spec Section Focus on 1.4 Submittals • Reference related info : other spec sections, standards & tests Quality Standard : • … comply with AWI's "Architectural Woodwork Quality Standards" for grades of interior architectural woodwork indicated for construction, finishes, installation, and other requirements 43
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 5. Compare what is submitted to what is req’d NO? • Return it stamped “Revise & Resubmit” • Note : “Partial submittals are not allowed.” Submittal Review Sequence Policy • Do not review any submittal until GC submits ALL required info WHY? • Reviewer won’t have to withdraw “approval” of a partially “approved” item 44
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 5. Compare what is submitted to what is req’d Section 064023 - Interior Architectural Woodwork 1.4 SUBMITTALS • Product Data • Shop Drawings • Samples for Initial Selection • Samples for Verification • LEED Submittals • Product Certificates • Woodwork Quality Standard Compliance Certificates • Qualification Data 45
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 5. Compare what is submitted to what is req’d Section 064023 - Interior Architectural Woodwork 1.4 SUBMITTALS C. Shop Drawings: Show location of each item, dimensioned plans and elevations, large- scale details, attachment devices, and other components. 1. Show details full size. 2. Show locations and sizes of furring, blocking, and hanging strips, including concealed blocking and reinforcement specified in other Sections. 3. Show locations and sizes of cutouts and holes for [plumbing fixtures] [faucets] [soap dispensers] [and other items] installed in architectural woodwork. 4. Show veneer leaves with dimensions, grain direction, exposed face, and identification numbers indicating the flitch and sequence within the flitch for each leaf. 5. Apply WI-certified compliance label to first page of Shop Drawings. 46
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 47
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  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 50
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Show locations and sizes of furring, blocking, and hanging strips, including concealed blocking and reinforcement specified in other Sections. 51
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 6. Review & redline, sign & stamp, and transmit 52
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 7. Track submittals with Newforma Use Newforma’s Project Submittals Activity Center : Submittal Tasks Resubmittal Tasks • Log an Incoming Submittal • View original submittal’s detail & • Create a Submittal Log Report history • Submittal Utilities : Import Spreadsheet Send email about Submittal • Go to Info Exchange Activity Center • To the Recipients • To all Reviewers Selected Submittal Tasks • To all Participants • Create a Submittal Form Report • Delete the Submittal Info Exchange Transfer Tasks • Forward for Review • View transfer history • Identify an Action Item • Add or remove recipients • Modify Submittal Dialog box • Change access level • Record a Reviewer’s Response • Expiration & reminder settings • Respond to Submittal Sender • Remove content (expire) • Repost content 53
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  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Submittal Workflow thru InfoExchange Info Exchange Newforma Project Center CONTRACTOR sends Submittal to ARCH via Info Exchange ARCH logs in Submittal ARCH forwards to CONSULTANT CONSULTANT reviews & returns Submittal to ARCH via Info Exchange ARCH logs in Submittal & records CONSULTANT’S response ARCH stamps/sign Submittal & returns it to the CONTRACTOR CONTRACTOR receives Submittal & forwards to SUBCONTRACTOR 56
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts 57
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : True or False ? • To save time, it's okay to pick colors/textures from printed charts. Answer : False • Insist on actual material samples • Review them in similar lighting conditions to the proposed project • Be careful of wood grain direction/patterns and veneer quality in millwork • Request mock-ups whenever possible 58
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : True or False ? Always refer to EUA issued CD's when reviewing and verifying quantities. Answer : False • Stay away from verifying quantities. • If you see an apparent error that is beyond your scope of review, point it out to the GC, but do NOT attempt to correct it. 59
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : True or False ? In the essence of time, submittal reviews may be used to make changes to the contract documents. Answer : False • Submittal are not contract documents. • Don't make changes by using the submittals. • Any change of scope should be issued separately by addendum or CB. • Any changes should be accomplished by Change Order 60
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : True or False ? The GC may use submittals as a means for substitutions. Answer : False • Do not be pressured into accepting substitutions in the submittal review process. • Instruct the GC to use the substitution process outlined in the General Conditions. 61
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : What can you do if the GC refuses to provide a submittal schedule? Answer : • It is advisable to document the event by sending correspondence to the Owner noting the issue and advising that all previously agreed-upon review times are suspended until an acceptable submittal schedule is provided. • You may also elect to an RFI requesting such from the GC and tracking the delay in the RFI log. 62
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : What can you do when the GC is not adhering to the submittal schedule? Answer : • Document notification to the GC that they are not in compliance with the requirements of the contract documents. • Advise owner in writing that, until the GC adheres to the accepted submittal schedule, you cannot comply with your previously agreed-upon review time, and additional costs may be incurred as a result. 63
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : True or False ? Only revise dimensions that are clearly wrong, don't try to fix them all. Answer : False • Don't revise dimensions. • If you see a dimension that is wrong, circle it and suggest the correct dimension be reviewed & verified. • If there are any other dimensions related to the wrong dimension, make a general statement that associated dimensions be reviewed. • If you revise (1) dimension, GC may assume you'll review & revise ALL dimensions. 64
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : True or False ? If we receive submittals before CD's have been completed and bid, we should indicate such in our approval. Answer : False • Return the submittals. • Respond that we can't process them until the design is complete. • Not doing so could be putting ourselves under unnecessary risk. 65
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : True or False ? It's okay to review & stamp submittals for design-build systems as long as we're the Architect of Record. Answer : False • Do not extend our responsibility (liability) beyond that what your contracted for. • If you do, be ready to share the blame once something goes wrong. 66
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : True or False ? Only accept submittals from a GC that are NOT approved & stamped unless you can trust him. Answer : False • Do not accept unstamped submittals from a GC no matter your relationship. • It may appear that the architect's is taking on the GC's responsibility. 67
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : True or False ? It's okay to review/stamp submittals issued directly from the Subcontractor only if the GC and Owner are okay with it. Answer : False • This would not allow the GC to review, approve and stamp the submittals prior to issuing them to the architect. • It may appear that the architect's is taking on the GC's responsibility. 68
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : True or False ? We should ignore submittals that we did not request as long as they're approved/stamped by the GC. Answer : False • Return "not requested/not reviewed". • To accept or take affirmative action on them would merely create the duty to review them. • To take affirmative action on them would not only increase the architect’s uncompensated workload but would likely be construed as 'approval' in the eyes of the law. 69
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : True or False ? We do not need to review/stamp technical submittals that are reviewed/stamped by our engineering consultants. Answer : False • Architect : prime responsibility to the owner for processing submittals • Architect : review & stamp the submittals only after the consultant has reviewed and stamped them. • It is doubtful that we can avoid responsibility to the owner by not stamping the drawings. 70
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Do's and Don'ts Question : What if requested submittals were not submitted by the GC and therefore not reviewed by the Architect? Answer : • Architects : verify all specified submittals are actually received from the GC. • Good Idea : prepare a checklist of all specified submittals at the beginning of the construction period so that each may be checked off as received. • The GC should then be reminded to submit any missing submittals. 71
  • Project MANAGEMENT Shop Drawings WORKSHOP 08.28.2008 Questions? 72
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