CSTM 102 Spring Construction Documents to Contract Documents

Transcription

1 CSTM 102 Spring 2013 Construction Documents to Contract Documents

2 The Construction Industry THE PROJECT TEAM A Project and a Client A Designer Constructors THE GAME PLAN Risk Management Scope of Work The Delivery System Rules- The Contract The Plan for Time and Money THE CONSTRUCTION DOCUMENTS Plans & Specifications Information Documentation Interpretation PROJECT EXECUTION Safe Work Environment Risk Control Materials & Methods Quality Construction Time and Money THE CONSTRUCTION DOCUMENTS Contract Documents Plans & Specifications Documentation Interpretation

3 The stage by stage progression following the life cycle of a facility in divided into the stages shown: 1. Project Conception 2. Project Delivery 3. Design 4. Construction Documents 5. Bidding/Negotiating/Procurement 6. Construction 7. Startup & Commissioning (Added by Professor Cherf) 8. Facility Management As shown in the Project Resources Manual of the Construction Specifications Institute (CSI)

4 4. Construction Documents This is based on the owner-approved design development documents and any final adjustments to the project or project budget. This will be the documents used to build the project. These will include: Construction Agreements (contracts) Project Manual Project Specifications Drawings

5 Construction Management What needs to be controlled: The Contract Documents Plans/Specifications Start-Up/Buyout The Procurement Process Personnel/Safety/Health/Environmental Field Installations Close-out

6 Conflict Resolution OWNER/CONTRACTOR Value Time Money Performance Profits

7 Expectations of client is an inherent part of the project specifications. Is it? Project Management Meredith 2006 John Wiley and Sons, Inc.

8 Example Fireplace installer submits a bid. You sign their proposal. Fireplace installer submits a bid. You sign your Purchase Order. Fireplace installer submits a bid. You sign their proposal and your Purchase Order. I suppose the date of the signature would dictate the appropriate terms. What they are providing, scope dictates the quality, product and specifications of their proposal.

9 Leading to a Contract to Perform your Scope of Work Agreement (offer & acceptance) Consideration Legal Objective Capable Parties

10 Complete the project as per the contract documents The Main Contract are the rules to follow. Per plans and specs A blueprint

11 Prior to Award/After Award Contract Documents Bid Documents (Prior to Award) Contract Documents (After Award) Things happen in between this process that need to be documented.

12 Project Manual (Prior to award) Consideration of Bids Public Bid Projects Bids - are open and read aloud Private Bids Projects Bids are both open and read aloud and closed When it has been state that Bids will be opened privately, an abstract of the same information may, at the discretion of the Owner, be made available to the Bidders within a reasonable time.

13 Project Manual (Prior to award) Consideration of Bids Rejection of Bids Owner reserves the right to reject any or all bids. Acceptance of Bid (Award) Lowest responsible Bidder & does not exceed the funds available. Owner as the right to waive informalities or irregularities in a Bid received and to accept in the Owner s best interest. Owner has the right to accept Alternates in any order or combination unless otherwise stated.

14 Selection of Bidder Final Contract Negotiation Cost Schedule Sign Contract Notice to Proceed Clock starts ticking

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16 Construction/Contract Documents Contract Documents (after award) Main Contract General Conditions of the Contract Supplementary Conditions to the Contract Attachments to the Contract Documents as Exhibits (such as soil reports, work rules, proposal clarifications, etc.) General Requirements (Division One) Technical Specifications Construction Drawings

17 Documentation & Interpretation Addendum & RFI control Providing what was specified Confirming through submittals Compliance and Non-Compliance

18 Bid Documents to Contract Documents Clarifications or Questions to original bid documents Addenda/Addendum- Owner/Architect means of issuing documents prior to bid and after initial receipt of bid documents to contractor. Request for Information (RFI)- Used to request information or clarifications from Owner/Architect.

19 Critical Factors from Bid Documents to Contract Documents Proposal based on a complete scope of work. Inclusions and exclusions. All addendum and revisions reflected in Bid Documents match Contract Documents. A thorough review is required. Any critical documents during final bid negotiations must become part of the contract.

20 Master Format Specifications The specifications writing standard for most commercial building design and construction projects in North America. Specifications list by division and section data about construction requirements, products and activities. In 2004 they implemented a new set of divisions that will begin to take into effect in 06 and 08.

21 Technical Specifications Division One- General Requirements General items as they relate to all phases of the work. In relation to meetings, submittal requirements, schedule requirements, testing services, supervision requirements, temporary facilities, cleaning and project close out and documentation.

22 Technical Specifications Relates to labor, material, equipment and procedures to accomplish the required construction work divided into forty-nine divisions as per the master format published by the Construction Specifications Institute (CSI). There may be different organizations for specifications in heavy/highway and industrial construction. They still will have detailed specifications.

23 Divisions 2-49 Specific Specification Sections that describes the products, equipment and systems that are intended to be installed during the project. General Items Products Execution These work hand in hand with the drawings. New format adds and changes mechanical and electrical breakdowns from Division 15 and 16 to Divisions 20, 30 and 40.

24 MasterFormat 2004 Edition Division Numbers and Titles Procurement and Contracting Requirements Group: Div. 00 Procurement and Contracting Requirements Specifications Group: General Requirements Subgroup: Div. 01- General Requirements Facility Construction Subgroup: Div. 02- Existing Conditions Div. 03- Concrete Div. 04- Masonry Div. 05- Metals Div. 06- Woods, Plastics, and Composites Div. 07- Thermal and Moisture Protection Div. 08- Openings Div. 09- Finishes Div. 10- Specialties Div. 11- Equipment Div. 12- Furnishings Div. 13- Special Construction Div. 14- Conveying Equipment

25 MasterFormat 2004 Edition Division Numbers and Titles Facility Services Subgroup: Div. 21- Fire Suppression Div. 22 -Plumbing Div. 23 -Heating, Ventilating and Air Conditioning Div. 25 -Integrated Automation Div. 26 -Electrical Div. 27 -Communications Div. 28 -Electronic Safety and Security Site and Infrastructure Subgroup: Div. 31 -Earthwork Div. 32 -Exterior Improvements Div. 33 -Utilities Div. 34 -Transportation Div. 35 -Waterway and Marine Process Equipment Subgroup: Div. 40 -Process Integration Div. 41 -Material Processing and Handling Equipment Div. 42 -Process Heating, Cooling, and Drying Equipment Div. 43 -Process Gas and Liquid Handling, Purification, and Storage Equipment Div. 44 -Pollution Control Equipment Div. 45 -Industry-Specific Manufacturing Equipment Div. 48 -Electrical Power Generation

26 Specifications Division Section 3- Concrete Concrete Formwork 4- Masonry Mortar

27 Drawing Conventions Floor Plan or Plan View Elevations Sections Building Wall Details Schedules

28 Plans or Drawings Drawing Conventions Site Plan looking down the entire site Shows the relationship of the building to the site Indicates the roads, driveways, site improvements Indicates planning areas Could indicate utility location

29 Designations Call Out DETAIL NUMBER SHEET NUMBER

30 Follow Arrow

31 Plans or Drawings Drawing Conventions Site Plan looking down the entire site Shows the relationship of the building to the site Indicates the roads, driveways, site improvements Indicates planning areas Could indicate utility location

32 Building Plans (Floor Plans): looking down on a building C L A S M E Shows configuration of the building Shows dimensions and locations of walls, fixtures Shows locations of doors and windows, referenced to details Shows references to sections and details Separate floor plan for each floor level

33 C-Civil L-Landscape S-Structural A-Architectural M-Mechanical E-Electrical C L S A M E

34 Conflict Resolution Coordination-Collaboration Between the designers Between contractors & designers Coordination through lead designer and contractor Owner s Representative- can be separate and can be lead designer at times

35 Elevations: as you would see it standing in front of the building Separate elevations for each face east, west, north, south Two dimensional shows vertical placement of items Indicate size, shape, and materials of exterior Shows size proportion of openings doors, windows Gives an idea what the building will look like

36 Building Wall Sections Sections A cut through the plan, vertically Looking as if the building was cut open along a line Shows the structure of the building Shows wall, floor, roof sizes Further detail shows composition of walls Shows the materials and their relationships in the walls

37 Introduction to Plans & Specifications Specification Types Drawing Conventions Class Reference Material Viewing the drawings in relation to specific drawing conventions. Understanding what specifications are The format for specifications New Master Format Sample Table of Contents for a Project Manual or Spec Book A sample specification section The table of contents for the general conditions on a construction contract