A201

Question 1

What’s included in the Project Manual?

Answer 1

1. Title Sheet
2. Table of Contents
3. Bid Requirements
4. Signature Sheet
5. Drawing List
6. List of Subcontractors (G705)
7. Material Substitutions
8. Contract Conditions (General, Supplementary, and Special - A201 or more)
9. Contract Form
10. Specification Index
    * CSI Masterformat Division
    * 1. Closed - Particular Brand, typically not permitted on public projects - Proprietary - by trade names, doesn’t allow for substitutions
    * 2. Open - Typically provides serveral options - Performance - describes desired results, not a precise description of invididual components
    * 3. Reference - Refers to quality standard that are established by testing authorities
    * 4. Descriptive - Describes all components. Architect assumes total responsibility for description
    * 5. Cash Allowance - Describes an amount of money required to cover the cost of some items

Question 2

What is included in the Contract Documents?

Answer 2

• Contract Conditions (A201)
• Contract Form
  
  • Agreement - A101
  • Contractor’s Qualifications - A305
  • Performance and Payment Bond - A312
  • Certificate of Insurance
    
    • Bid Bond - Typically 5-10% of the Contract Sum to be collected if the winning bidder refuses to sign the Contract
• Specification Index
• Working Drawings (the Architect’s prepared CD set)
• Addenda
• Contract Modifications
  
  • Change Order
  • Construction Change Directives

Minor changes are those after the Contract is signed, yet too minor to affect Contract Sum or Time.

Question 3

What is included in a Construction Documents

Answer 3

• Project Manual
• Working Drawings
• Addenda
• Contract Modification

Question 4

What is included in the Bidding Documents?

Answer 4

• Project Manual
  
  • Bid Requrements
    
    • Invitation to Bid
    • Information Available to Bidders
    • Instructions to Bidders
    • Bid Forms
    • Bid Supplements
• Working Drawings
• Addenda

Contract Modifications (Change Order, Change Directives) is not included because at this point, the Contract has not been signed yet - It’s in the Bidding Phase!

Question 5

Critical Days/Decisions in the Life of a Project

Assuming the most straightforward DBB project.

This is a comprehensive list of a project life

Answer 5

• Decide the delivery method
• The Owner provides project expectations, documentations for existing site conditions
• Agreement with the Architect (B101 if traditional DBB)
  * Design Phase
  
  • Programming
  • SD
  • DD
  • CD
• Pre-Bid
  
  • Questions and clarifications must be within (7)days before the Bid Date
  • Addendum
    * Bidding Phase
  • Owner provides evidence of ability to pay
  • Contractor requests lien information
  • In (15) days Owner provides lien information
  • Owner pays for assessment, approvals, tests, surveys, etc. to determine project feasibility (Geo-Technical, Land survey)
  • Contractor’s substitution request (if any) - must be submitted to the Architect at least (10) days before the Bid Date
  • If the Owner approves the alternate materials, Architect must issue an Addendum to all bidders (4) days prior to Bid Date. Refer to A701, Article 3.4.3
  • Contractor clarification request - must be submitted to the Architect at least (7) days before the Bid Date
  • Bid Date (deadline for bid)
  • Contractor’s qualification statement (A305)
  • Bid Awarded - typically to the lowest bid (if using A101)
  • Execution of the Contract (prime contract signed)
  • Contractor submits subcontractor list
  • Owner pays for repreoduction of drawings to be returned to the Architect as their copyrighted material
  • Pre-Construction conference - owner submits financial evidence of sufficient funding
  • Contractor provides Certificate of Insurance - the Owner will be given at least (30) days notice before insurance policies are cancelled
    * Construction Phase
  • Commencement of Construction
  • If hazardous material discovered, the Contractor must immediately stop the Work in the affected area and report to the O&A no later than (14) days after first discovery - A201, 3.7.4.
  • Contractor submits Schedule of Values
  • Contractor submits Application for Payment (G702) - no less than (10) days prior to the Date of Payment established by the Schedule of Values
  • Architect issues Certificate for Payment (G702) - no less than (7) days
  • Progress payment
  • Subcontractor’s RFI
  • Permits and Fees paid by Contractor
  • Repeated Application and Certification for Payment for progress (G702)
  • Submittals
  • If any, Change in Scope of the Project - Change order (G701) or Construction Change Directive (G714)
  • If any (typically yes), minor change - Architect’s Supplemental Instructions (ASI, G710)
  • Certificate of Substantial Completion (G704)
• Final Application for Payment
• Final Inspection
• Final Certification for Payment
• Warranties and Guarantees
• Contractor’s Testaments to Completion
• Final Payment = Project Acceptance - Project Close-Out
• 1 year Post-Completion