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An AIA-MBA Joint Committee Update: 
The Evolution of the Best Practices Guide 
January 14, 2014
Agenda 
โ€ข Introduction 
โ€ข AIA-MBA Joint Committee History 
โ€ข About the AIA-MBA Joint Committee 
โ€ข The AIA-MBA Joint Committee Best 
Practices Guide
Introduction 
Master Buildersโ€™ Association 
Founded in 1886 
200 Member Companies 
Construction Companies Average 41 Years in 
Business
Introduction 
AIA Pittsburgh 
Advancing the value of Architects & 
Architecture for more than 150 years! 
Spring โ€“ Build Pittsburgh 
Fall โ€“ Design Pittsburgh 
www.aiapgh.org
Introduction 
We can be a resource for CSI by: 
โ€ข Continuing Education 
โ€ข MBA Headquarters 
โ€ข MBA News 
โ€ข AIA e-Columns 
โ€ข Networking
About the Joint Committee 
Did you know that the first committee of 
the MBA was the MBA Architects 
Committee? 
This committee was established in 1886 
and its membership was all contractors.
About the Joint Committee 
Chartered in 1965, the AIA-MBA Joint 
Committee provides a unique forum for 
Architects, General Contractors and Owners to 
meet and discuss existing conditions of the 
construction industry. 
As a result of this forum, a set of guidelines was 
created to reflect the best practices for 
procedures involving drawings and 
specifications, bidding, contract documents and 
administrative procedures during construction.
About the Joint Committee 
Some of the Past Chairs include: 
AIA Pittsburgh MBA 
Dahlen Ritchey Ted Frantz 
Jim Kling Bob Salvatore 
Doug Shuck Nick Navarro 
Charles Parker Ray Volpatt, Jr. 
Joel Bernard Rob Sklarsky
About the Joint Committee 
Architect Members: 
Joel Bernard, AIA, Co-Chair, IKM, Inc. 
Joseph Chaffin, AIA, Baker Design 
Ron Dellaria, AIA, Astorino 
Chip Desmone, AIA, Desmone & Associates 
Mark Dietrick, AIA, Case Technologies 
Tom Donoghue, AIA, Donoghue Consulting 
George Ehringer, AIA 
Greg Madej, AIA, DRS Architects 
Mike Moyta, AIA, CSI, Design 3 Architecture 
Charles Parker, AIA, Stantec 
Sean Sheffler, AIA, WTW Architects 
Doug Shuck, AIA, WTW Architects
About the Joint Committee 
General Contractor Members: 
Rob Sklarsky, Co-Chair, RJS Conuslting 
Steven Bishop, Landau Building Company 
Bill Derence, Mascaro Construction 
Michael Ellis, Mascaro Construction 
Justin Hough, PJ Dick Incorporated 
Scott Koontz, Jendoco Construction 
Dave Meuschke, Burchick Construction 
Brett Pitcairn, PJ Dick Incorporated 
Craig Stevenson, James Construction 
Joe Tavella, Massaro Corporation 
Gino Torriero, Nello Construction 
Ray Volpatt, Jr., Volpatt Construction
About the Joint Committee 
Owner Members: 
Michael Barnard, Oxford Development 
Elmer Burger, Point Park University 
Eric Cartwright, UPMC 
Scott Pollock, Oxford Development
About the Joint Committee 
Legal Counsel: 
David Scotti, Esquire, Cipriani & Werner PC
About the Joint Committee 
โ€ข Calendar Year 
โ€“ September thru May 
โ€ข Meeting Format 
โ€“ Guest Presentation by industry experts 
โ€“ Business Meeting 
โ€ข Task Forces 
โ€“ Contracts 
โ€“ BIM 
โ€“ Flooring Failures 
โ€“ Owners Roundtable
About the Joint Committee 
The James Kling Fellowship Award 
Past Recipients: 
Ted Frantz 
Tom Murphy 
William English, AIA 
Pat Navarro 
Luke Desmone, AIA
About the Joint Committee 
The James Kling Fellowship Award 
Established by the Joint Committee to 
recognize those individuals who best 
exemplify collaboration between the design 
and constructor professions.
The Yellow Book 
Established in 1967. 
The original charge of the Joint 
Committee was to create a list of 
recommended construction practices.
The Yellow Book 
The popularity of this resource has fluctuated 
over the years depending on: 
โ€ขIndustry conditions 
โ€ขParticipants on the Joint Committee
The Best Practices Guide 
Referred to as the Yellow Book until 
2010, when it was renamed to: 
The AIA-MBA Joint Committee Best 
Practices Guide
The Best Practices Guide 
This resource is now entirely housed online: 
www.mbawpa.org/aia-mba
The Best Practices Guide
The Best Practices Guide 
Sections: 
โ€ข Drawings & Specifications 
โ€ข Bidding 
โ€ข Contracts 
โ€ข Temporary Services 
โ€ข Bonds, Insurance & Liability 
โ€ข Safety Responsibilities 
โ€ข Release of Liens 
โ€ข Procurement & Supplements 
โ€ข Miscellaneous
The Best Practices Guide 
Drawing & Specifications 
Recommendations: 
โ€ข Record Significant Changes Made During 
Construction 
โ€ข Document Distribution for Bidding Purposes 
โ€ข Drawings and Specifications for Successful 
Bidders 
โ€ข Submittals
The Best Practices Guide 
Bidding 
Recommendations: 
โ€ข Advertising & Receiving Bids 
โ€ข Addenda 
โ€ข Alternates 
โ€ข Bidders Information Sheet 
โ€ข Bidding Unclassified Excavation 
โ€ข Substitutions 
โ€ข Investigation of Soil and Sub-Surface Conditions 
โ€ข Listing Subcontractors 
โ€ข Contract Documents
The Best Practices Guide 
Contracts 
Recommendations: 
โ€ข Changes in the Work 
โ€ข Final Acceptance of Contract Work 
โ€ข Liquidated Damages 
โ€ข Order of Precedence Between Drawings and Specifications 
โ€ข Retained Percentage 
โ€ข Unit Prices 
โ€ข Allowances 
โ€ข Securing of Building Permit Procedure
The Best Practices Guide 
Temporary Services: 
Recommendations: 
โ€ข Temporary Services โ€“ General 
โ€ข Temporary Heat and Its Related Power 
โ€ข Temporary Light and Power 
โ€ข Temporary Water Supply
The Best Practices Guide 
Bonds, Insurance & Liability 
Recommendations: 
โ€ข Bid Guarantee 
โ€ข Hold Harmless Clauses 
โ€ข Roofing Warranties 
โ€ข Insurance 
โ€ข Warranties 
โ€ข Stored Construction Materials - Payment
The Best Practices Guide 
Safety Responsibilities 
Recommendations: 
โ€ข Housekeeping 
โ€ข Hand Rails โ€“ Perimeter Protection 
โ€ข Holes or Openings in Floor or Roof 
โ€ข Temporary Fire Protection 
โ€ข Hazardous Materials
The Best Practices Guide 
Release of Liens 
Recommendation: 
โ€ข Pennsylvania Construction (Mechanicโ€™s) Lien 
Law
The Best Practices Guide 
Procurement Methods 
Recommendations: 
โ€ข Project Delivery Systems 
โ€ข Qualifications Based Selection System 
โ€ข Best Value Contracting for Public Procurement 
โ€ข Design-Bid-Build 
โ€ข Construction Management-At-Risk 
โ€ข Agency Construction Management 
โ€ข Design/Build 
โ€ข Negotiated Bid 
โ€ข Integrated Project Delivery
The Best Practices Guide 
Miscellaneous 
Recommendations: 
โ€ข Value Engineering 
โ€ข Building Information Modeling
The Best Practices Guide 
The following are examples of letters that the Joint 
Committee sent: 
โ€ข Correcting the public perception on the 
construction industry 
โ€ข Building permit suggestions 
โ€ข PA Separations Act 
โ€ข Best Value Contracting 
โ€ข Reverse Auction Bidding
The Best Practices Guide 
Project Examples: 
โ€ข Bidders agree to build to the Architectโ€™s 
intentions 
โ€ข Designers agree that the building will be built 
to code (call) 
โ€ข Day of the week and time of day 
โ€ข A need for an extension 
โ€ข Geotechnical reports available to bidders 
โ€ข Pre-construction fees
AIA-MBA Joint Committee 
Hot Topics 
Whatโ€™s on your mind?

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AIA-MBA Joint Committee Introduction

  • 1. An AIA-MBA Joint Committee Update: The Evolution of the Best Practices Guide January 14, 2014
  • 2. Agenda โ€ข Introduction โ€ข AIA-MBA Joint Committee History โ€ข About the AIA-MBA Joint Committee โ€ข The AIA-MBA Joint Committee Best Practices Guide
  • 3. Introduction Master Buildersโ€™ Association Founded in 1886 200 Member Companies Construction Companies Average 41 Years in Business
  • 4. Introduction AIA Pittsburgh Advancing the value of Architects & Architecture for more than 150 years! Spring โ€“ Build Pittsburgh Fall โ€“ Design Pittsburgh www.aiapgh.org
  • 5. Introduction We can be a resource for CSI by: โ€ข Continuing Education โ€ข MBA Headquarters โ€ข MBA News โ€ข AIA e-Columns โ€ข Networking
  • 6. About the Joint Committee Did you know that the first committee of the MBA was the MBA Architects Committee? This committee was established in 1886 and its membership was all contractors.
  • 7. About the Joint Committee Chartered in 1965, the AIA-MBA Joint Committee provides a unique forum for Architects, General Contractors and Owners to meet and discuss existing conditions of the construction industry. As a result of this forum, a set of guidelines was created to reflect the best practices for procedures involving drawings and specifications, bidding, contract documents and administrative procedures during construction.
  • 8. About the Joint Committee Some of the Past Chairs include: AIA Pittsburgh MBA Dahlen Ritchey Ted Frantz Jim Kling Bob Salvatore Doug Shuck Nick Navarro Charles Parker Ray Volpatt, Jr. Joel Bernard Rob Sklarsky
  • 9. About the Joint Committee Architect Members: Joel Bernard, AIA, Co-Chair, IKM, Inc. Joseph Chaffin, AIA, Baker Design Ron Dellaria, AIA, Astorino Chip Desmone, AIA, Desmone & Associates Mark Dietrick, AIA, Case Technologies Tom Donoghue, AIA, Donoghue Consulting George Ehringer, AIA Greg Madej, AIA, DRS Architects Mike Moyta, AIA, CSI, Design 3 Architecture Charles Parker, AIA, Stantec Sean Sheffler, AIA, WTW Architects Doug Shuck, AIA, WTW Architects
  • 10. About the Joint Committee General Contractor Members: Rob Sklarsky, Co-Chair, RJS Conuslting Steven Bishop, Landau Building Company Bill Derence, Mascaro Construction Michael Ellis, Mascaro Construction Justin Hough, PJ Dick Incorporated Scott Koontz, Jendoco Construction Dave Meuschke, Burchick Construction Brett Pitcairn, PJ Dick Incorporated Craig Stevenson, James Construction Joe Tavella, Massaro Corporation Gino Torriero, Nello Construction Ray Volpatt, Jr., Volpatt Construction
  • 11. About the Joint Committee Owner Members: Michael Barnard, Oxford Development Elmer Burger, Point Park University Eric Cartwright, UPMC Scott Pollock, Oxford Development
  • 12. About the Joint Committee Legal Counsel: David Scotti, Esquire, Cipriani & Werner PC
  • 13. About the Joint Committee โ€ข Calendar Year โ€“ September thru May โ€ข Meeting Format โ€“ Guest Presentation by industry experts โ€“ Business Meeting โ€ข Task Forces โ€“ Contracts โ€“ BIM โ€“ Flooring Failures โ€“ Owners Roundtable
  • 14. About the Joint Committee The James Kling Fellowship Award Past Recipients: Ted Frantz Tom Murphy William English, AIA Pat Navarro Luke Desmone, AIA
  • 15. About the Joint Committee The James Kling Fellowship Award Established by the Joint Committee to recognize those individuals who best exemplify collaboration between the design and constructor professions.
  • 16. The Yellow Book Established in 1967. The original charge of the Joint Committee was to create a list of recommended construction practices.
  • 17. The Yellow Book The popularity of this resource has fluctuated over the years depending on: โ€ขIndustry conditions โ€ขParticipants on the Joint Committee
  • 18. The Best Practices Guide Referred to as the Yellow Book until 2010, when it was renamed to: The AIA-MBA Joint Committee Best Practices Guide
  • 19. The Best Practices Guide This resource is now entirely housed online: www.mbawpa.org/aia-mba
  • 21. The Best Practices Guide Sections: โ€ข Drawings & Specifications โ€ข Bidding โ€ข Contracts โ€ข Temporary Services โ€ข Bonds, Insurance & Liability โ€ข Safety Responsibilities โ€ข Release of Liens โ€ข Procurement & Supplements โ€ข Miscellaneous
  • 22. The Best Practices Guide Drawing & Specifications Recommendations: โ€ข Record Significant Changes Made During Construction โ€ข Document Distribution for Bidding Purposes โ€ข Drawings and Specifications for Successful Bidders โ€ข Submittals
  • 23. The Best Practices Guide Bidding Recommendations: โ€ข Advertising & Receiving Bids โ€ข Addenda โ€ข Alternates โ€ข Bidders Information Sheet โ€ข Bidding Unclassified Excavation โ€ข Substitutions โ€ข Investigation of Soil and Sub-Surface Conditions โ€ข Listing Subcontractors โ€ข Contract Documents
  • 24. The Best Practices Guide Contracts Recommendations: โ€ข Changes in the Work โ€ข Final Acceptance of Contract Work โ€ข Liquidated Damages โ€ข Order of Precedence Between Drawings and Specifications โ€ข Retained Percentage โ€ข Unit Prices โ€ข Allowances โ€ข Securing of Building Permit Procedure
  • 25. The Best Practices Guide Temporary Services: Recommendations: โ€ข Temporary Services โ€“ General โ€ข Temporary Heat and Its Related Power โ€ข Temporary Light and Power โ€ข Temporary Water Supply
  • 26. The Best Practices Guide Bonds, Insurance & Liability Recommendations: โ€ข Bid Guarantee โ€ข Hold Harmless Clauses โ€ข Roofing Warranties โ€ข Insurance โ€ข Warranties โ€ข Stored Construction Materials - Payment
  • 27. The Best Practices Guide Safety Responsibilities Recommendations: โ€ข Housekeeping โ€ข Hand Rails โ€“ Perimeter Protection โ€ข Holes or Openings in Floor or Roof โ€ข Temporary Fire Protection โ€ข Hazardous Materials
  • 28. The Best Practices Guide Release of Liens Recommendation: โ€ข Pennsylvania Construction (Mechanicโ€™s) Lien Law
  • 29. The Best Practices Guide Procurement Methods Recommendations: โ€ข Project Delivery Systems โ€ข Qualifications Based Selection System โ€ข Best Value Contracting for Public Procurement โ€ข Design-Bid-Build โ€ข Construction Management-At-Risk โ€ข Agency Construction Management โ€ข Design/Build โ€ข Negotiated Bid โ€ข Integrated Project Delivery
  • 30. The Best Practices Guide Miscellaneous Recommendations: โ€ข Value Engineering โ€ข Building Information Modeling
  • 31. The Best Practices Guide The following are examples of letters that the Joint Committee sent: โ€ข Correcting the public perception on the construction industry โ€ข Building permit suggestions โ€ข PA Separations Act โ€ข Best Value Contracting โ€ข Reverse Auction Bidding
  • 32. The Best Practices Guide Project Examples: โ€ข Bidders agree to build to the Architectโ€™s intentions โ€ข Designers agree that the building will be built to code (call) โ€ข Day of the week and time of day โ€ข A need for an extension โ€ข Geotechnical reports available to bidders โ€ข Pre-construction fees
  • 33. AIA-MBA Joint Committee Hot Topics Whatโ€™s on your mind?