Hungry Ghost Dumplings Notes Flashcards
Addenda AIA vs EJCDC?
EJCDC - only until bid opening
AIA - through signed agreement
Terms
AIA: Change Order, Construction Change Directive, Site Instruction
EJCDC?
DBIA?
EJCDC: Change Order, Work Change Directive, Field Order Written interpretation/clarification (only between contractor and owner, not engineer)
DBIA: Change Order, Work Change Directive, minor change by written notice
Specification types
- Prescriptive:
- Descriptive
- Proprietary
- Reference standard
- Performance
Uniform Location of Subject Matter
Available free through CSI
csinet.org/Home-Page-Category/Formats/ULSM.pdf
Guaranty vs. Warranty
Guaranty: Made by third-party
Warranty: Assured by Principal
UCC
Written contract required above $____?
Uniform Commercial Code
$500
Actual insurance limits are located in which document?
Supplementary Conditions (Not anymore?)
Insurance Exhibit
Builders Risk Insurance
Types of loss included?
Not included?
Available in what types of policies?
Available in what two forms?
Which policy types do AIA and EJCDC require?
fire/windstorm/collapse/theft
not included: boiler and machinery
(accidents to boiler and pressure vessels)
A: named perils and all risk
A: completed value or reporting form
A: all risk
What is a surety bond?
Is it a type of insurance?
Also referred to as BONDING COMPANY, surety is the party that guarantees the principal’s performance.
Surety agrees to be bound to the obligations of the principal should the principal failed to perform them
A: No
4 types of bond ratings?
Rating levels?
Best, Fitch, Moody’s, Standards and Poor’s
A+, A, A-
B+, B, B-
C+, C, C-
2 types of coverage?
Occurrence and claims-made
- OCCURRENCE-TYPE COVERAGE. Protection under the policy is fixed when the occurrence causing the damage is known. The policy must have been in force at the time of the occurrence, but need not have been in effect at the time the claim was made. Coverage remains effective after construction for claims resulting from the construction process. This type is easier to monitor and enforce, and provides better protection for the owner.
- CLAIMS-MADE TYPE. Protection under the policy is provided when the insurance is continuously in force from the time of the occurrence to the time of the claim. Claims-made coverage is seldom used for construction projects because of problems with keeping the policy in force long after the project is completed.
6 limits of liability?
- General Aggregate
- Products/completed operations aggregate
- Personal and advertising injury
- Each occurrence
- Fire damage
- Medical expense
Surety bonds: 3 parties?
Who benefits from the bond?
Principal (contractor)
surety (guarantor) Next
owner (obligee)
A: owner/obligee
FAR?
Use of reference standards, in order of preference
Federal Administration Regulations
1) private sector standards
2) commercial item description (CID)
3) Federal specs
4) military specs
Last three are being phased out/absorbed by private sector standards
4 C’s of communication?
clear
concise
complete
correct
Levels:
PageFormat
PART (not a level)
Level 1: 1.01 ARTICLE
Level 2: A. paragraph
Level 3: 1. subparagraph
Level 4: a. subparagraph
Level 5: 1) subparagraph
Level 6: a) subparagraph
subgroups:
facility construction
02-existing conditions
03-concrete
04-masonry
05-metals
06-wood, plastics, and composites
07-thermal and moisture protection
08-openings
09-finishes
10-specialties
11-equipment
12-furnishings
13-special construction
14-conveying equipment
15 through 19-reserved
MF groups
- 00 procurement specs
- 01 general requirements
- Subgroups:
- 02-19 facility construction
- 20-29 facility services
- 30-39 site and infrastructure
- 40-49 process equipment
subgroups:
facility services
(MEP and fire protection)
20-reserved
21-fire suppression
22-plumbing
23-heating, ventilating, and air-conditioning
24-reserved
25-integrated automation
26-electrical
27-communications
28-electronic safety and security
29-reserved
subgroups:
site and infrastructure
(civil & landscaping)
30-reserved
31-earthwork
32-exterior improvements
33-utilities
34-transportation
35-waterway and marine construction
subgroups:
process equipment
40-process integration… (note this is the only spec section that begins with a number that ends in zero)
41-material processing and handling equipment
42-process heating, cooling, and drying equipment
43-process gas and liquid handling, purification and storage equipment
44-pollution and waste control equipment
45-industry-specific manufacturing equipment
46-water and wastewater equipment
47-reserved
48-electrical power generation
49-reserved
Levels:
MasterFormat
Level 1: 00
Level 2: 00.00
Level 3: 00.00.00
Level 4: 00.00.00.00
Level 5: 00.00.00.00.ABC1 (user defined)
MF vs Uniformat
Classification systems that organize…..?
MF: work results
Uniformat: systems and assemblies
uniformat categories
Intro
A substructure
A10 foundations
A20 basement construction
B Shell
B10 superstructure
B20 exterior closure
B30 roofing
C interiors
C10 interior construction
C20 stairways
C30 interior finishes
D services
D10 conveying systems
D20 plumbing systems
D30 HVAC systems
D40 fire protection systems
D50 electrical systems
E equipment and furnishings
E19 equipment
E20 furnishings
F other building construction
F10 special construction
F20 selective demolition
G building sitework
G10 site preparation
G20 site improvements
G30 site plumbing utilities
G40 site HVAC utilities
G50 site electrical utilities
G60 other site construction
Z General
Z10 General requirements
Z20 bidding requirements, contract forms, and conditions
Z30 project cost estimate
Uniformat levels
Unlike MF, Uniformat is hierarchical
level 1: A substructure
level 2: A10 foundations
level 3: A1010 Standard foundations
level 4: A1010.10 Wall foundations
level 5: A1010.10CF continuous foundations
performance spec …. 3 criteria?
requirement
criteria
tests
proprietary specs
closed vs open
how to avoid overpricing w/ open specs?
closed
- no options
- no substitutions
open
3 ways of avoiding overpricing:
- requested alternates
- proposed substitutions (no alternates named)
- controlled substitutions (no alts, subs allowed under certain procedures)
what type of project delivery methods would not be ideal for using
short-term specs? (name 3)
multi-prime
fast track
public bid
UCC is written into state statute EXCEPT… which state?
UCC governs ….?
Louisiana
A: sale of goods, transactions (NOT services)
types of warranty?
express - certain kind & quality of goods
implied - merchantability & fitness
need to tell goods supplier purpose of equipment THUS supplier will ensure suitability for that purpose
Uniformat levels?
Level 1 A Substructure
Level 2 A10 Foundations
Level 3 A1010 Standard Foundations
Level 4 A1010.10 Wall Foundations
Level 5 A1010.10.CF Continuous Footings
Uniformat developed by?
CSI & CSC (Constrxn Specs Canada)
w/input from GSA (Gen Svcs Admin), ASTM Working Group, DoD Tri Service Committee (Naval Facilities Eng-ing Command, US Air Force, US Army Corps of Engrs)
What are the 9 Uniformat level 1 categories?
Introduction
A Substructure
B Shell
C Interior
D Services
E Eqpmt & Furnishings
F Special Construction & Demolition
G Sitework
Z General
Uniformat
Introduction
10 Project Description
20 Owner Development
30 Procurement Requirements
40 Contracting Requirements
A Substructure
A10 Foundations
A20 Subgrade Enclosures
A40 Slabs-On-Grade
A60 Water And Gas Mitigation
A90 Substructure Related Activities
B Shell
B10 Superstructure
B20 Exterior Vertical Enclosures
B30 Exterior Horizontal Enclosures
C Interiors
C10 Interior Construction
C20 Interior Finishes
D Services
D10 Conveying
D20 Plumbing
D30 Heating, Ventilation, And Air Conditioning (Hvac)
D40 Fire Protection
D50 Electrical
D60 Communications
D70 Electronic Safety And Security
D80 Integrated Automation
E Equipment And Furnishings
E10 Equipment
E20 Furnishings
F Special Construction And Demolition
F10 Special Construction
F20 Facility Remediation
F30 Demolition
G Sitework
G10 Site Preparation
G20 Site Improvements
G30 Liquid And Gas Site Utilities
G40 Electrical Site Improvements
G50 Site Communications
G90 Miscellaneous Site Construction
Z General
Z10 General Requirements
Z70 Taxes, Permits, Insurance And Bonds
Z90 Fees And Contingencies
4.2.1.2 Applications
At the simplest level, a single table can be used to organize a small collection of similar material; for instance, a small collection of product literature could be organized according to . For a larger collection, designators from more than one table can be used to qualify and refine entries, enabling information to be recalled according to user needs with far greater precision. (See also PDPG 11.3.7.1 OmniClass®)
At the simplest level, a single OmniClass™ table can be used to organize a small collection of similar material; for instance, a small collection of product literature could be organized according to Table 23- Products. For a larger collection, designators from more than one table can be used to qualify and refine entries, enabling information to be recalled according to user needs with far greater precision. (See also PDPG 11.3.7.1 OmniClass®)
performance spec - definition
A statement of required results with criteria for verifying compliance but without unnecessary limitations on the methods for achieving the required results
can MF and UniFormat specs be combined in a single Project Manual?
No
performance specs - 4 attributes
- safety and protection
- functional
- sensible
- practical
descriptive specs
5 steps to prepare?
- research available products
- Research important features required, compare with available products
- which features are specified, and which are shown on drawings?
- Describe important features, state requirements
- Specify only info about submittals, testing, etc. necessary to ensure products will be provided, nothing more
CSPG
1.4.1 Gathering Information
Before beginning to write a section of specifications, the specifier must have the necessary information pertaining to that product, equipment, system, or assembly. Two kinds of information are needed. The first is information regarding the specific project requirements that may be obtained from the following:
- such as mandatory products, standard forms, and standard details
- The A/E design team’s with recorded product selections by the designer
- A or specification prepared earlier
- Applicable and
The second kind of information is reference material pertaining to products and construction methods applicable to the particular specification section. Sources include:
Before beginning to write a section of specifications, the specifier must have the necessary information pertaining to that product, equipment, system, or assembly. Two kinds of information are needed. The first is information regarding the specific project requirements that may be obtained from the following:
- Owner’s specific requirements such as mandatory products, standard forms, and standard details
- The A/E design team’s drawings
- A specifications notebook or checklist with recorded product selections by the designer
- A preliminary project description or outline specification prepared earlier
- Applicable laws and building codes
The second kind of information is reference material pertaining to products and construction methods applicable to the particular specification section. Sources include:
- Manufacturer’s information
- Handbooks, pamphlets, and other educational and reference material
- Information available from technical and professional societies
- Commercial master guide specifications
- Product representatives
- Information available from contractors, subcontractors, and special consultants
- Personal experience
- Specifications for similar construction projects
When producing a project manual, tasks should generally be completed in a certain order. Please list these tasks in numerical order.

- Obtain and review the owner-A/E agreement
- Prepare Division 01 – General Requirements
- Prepare the project specifications
- Make decisions about materials, equipment, and methods
- Coordinate graphic and written construction documents [CSPG 1.10]

National CAD Standard
comprised of what 4 organizations?
NIBS forward and administration,
AIA CAD layer guidelines,
CSI uniform drawing system, and plotting guidelines
Addenda should be arranged in the same sequence as the project manual and drawings. Please list the basic components in the order they should appear.

- Addenda number and date of addendum
- Project identification
- Name and address of A/E
- To whom an addenda is issued
- Opening remarks and notice to bidders or proposers
- Changes prior to addenda
- Changes to procurement requirements
- Changes to contracting requirements
- Changes to specifications, in sequence, including approved substitutions [CSPG 9.3.4]
- Changes to drawings in sequence

Section Format
Part 2 PRODUCTS ….list in order
MANU facturerers
DESC ription
CRIT eria
OPER ation
MA terials
FA brication
MI xes
FI nishes
✨ Accessories
QC

Section Format
Part 1 GENERAL ….list in order
Summary
Price & payment
Reference
Admin reqmts
Submittals (action, informational, closeout, maint.)
QA
S/H
☔️ field/site conditions
warranty/bond

Section Format
Part 3 EXECUTION ….list in order
installer
exam
prep
EIA~~~~!!!
Re (pair) /Re (store)
Re (install)
QC (field/site)
s (tartup)
a (djust)
c (lean)
clos (eout)
pro (tection)
maint (enance)
att (achments)

Bids
Contractors and subcontractors share responsibilities for basing prices on project information shown in the procurement documents. Subcontractors should understand their responsibilities regarding the procurement documents, not merely those applicable to individual trades. The requirements of a specific specification section or division can be impacted significantly by requirements in other portions of the procurement documents, such as the following:
- The conditions of the contract that define insurance requirements, permits, taxes, and other contractual responsibilities.
- Division 01 requirements that describe the work covered by the contract documents, such as alternates, allowances, unit prices, project administration and coordination, submittals, temporary facilities and controls, and contract closeout other requirements affect overhead and profit and might necessitate the need for some form of price breakdown or unit costs.
- Work described in other specification sections and on the drawings affects the work of the subcontractor’s trade.
14.7 Federal Government Agencies’ Construction Documents Policies
Each agency involved in construction has its own policies and procedures for administering construction programs. Each agency also publishes its own construction documents and forms or has combined with other federal agencies to publish common documents.
define the requirements for products, materials, and workmanship upon which the contract is based and requirements for administration and performance of the project….
, though not specifications, are legal documents that describe contractual requirements._ define the processes, rights, responsibilities, and relationships of the parties to the contract.
instruct the bidders or proposers about the established procedures for preparing and submitting their bids or proposals.are addressed to prospective bidders or proposers interested in the project. Although not necessarily part of a contract, theare usually bound with other written construction documents into a project manual
14.7 Federal Government Agencies’ Construction Documents Policies
Each agency involved in construction has its own policies and procedures for administering construction programs. Each agency also publishes its own construction documents and forms or has combined with other federal agencies to publish common documents.
Specifications define the requirements for products, materials, and workmanship upon which the contract is based and requirements for administration and performance of the project….
Contracting requirements, though not specifications, are legal documents that describe contractual requirements. Contracting requirements define the processes, rights, responsibilities, and relationships of the parties to the contract.
Procurement requirements instruct the bidders or proposers about the established procedures for preparing and submitting their bids or proposals. Procurement requirements are addressed to prospective bidders or proposers interested in the project. Although not necessarily part of a contract, the Procurement requirements are usually bound with other written construction documents into a project manual