Mondo Datapoints Flashcards
Project Conception Phase
- Owner’s needs and requirements are identified
- Preliminary studies are performed
- Site is selected
- Preliminary budget and schedule are established
Project Delivery Methods
Project Delivery Methods
- Design-bid-build
- Design-negotiate-build
- Design-build
- Construction management
- Owner-build
- Integrated project delivery
Substantial Completion establishes responsibilities of Owner and Contractor for
Substantial Completion establishes responsibilities of Owner and Contractor for
- Security
- Maintenance
- Heat
- Utilities
- Damage to Work
- Insurance
Mobilization
Mobilization
The setting up of temporary facilities that the contractor will need to perform the work. Occurs after notice to proceed. Elements include:
- Use of Site
- Site Security
- Temporary Facilities
- Temporary Utilities
- Temporary Controls
- Equipment
- Environmental Protection Requirements
- Project Site Safety
- Utility Locations
- Survey/Layout/Datum
Preconstruction meetings include
Preconstruction meetings include
- Procedural Meeting
- Site Mobilization Meeting
- Utility Coordination Meeting
- Meetings with AHJs
Contractor’s Liability Insurance
Contractor’s Liability Insurance
Contractor purchases and maintains insurance to protect himself from claims resulting from operations under Contract at limits specified or required
- Worker’s compensation
- Bodily injury or death of Contractor’s employees
- Bodily injury or death of other than Contractor’s employees
- Personal injury liability
- Damages because of injury or destruction of tangible property
- Use of motor vehicles
- Damage arising out of completed operations
- Contractual liability
SectionFormat - PART 1
Part 1 - General
- Summary
- Price and Payment Procedures
- References
- Administrative Requirements
- Submittals
- Quality Assurance
- Delivery, Storage, and Handling
- Field Conditions
- Warranty
Note locations of QA and QC. With each Part of the Specification QA = Part I.
SectionFormat - PART 2
Part 2 - Products
- Owner-Furnished Products
- Materials/Products/Equipment
- Manufacturers
- Description
- Performance/Design Criteria
- Operation
- Materials
- Fabrication
- Mixes
- Finishes
- Accessories
- Source Quality Control
SectionFormat - PART 3
Part 3 - Execution
- Installers
- Examination
- Preparation
- Erection/lnstallation/Application
- Repair/Restoration
- Reinstallation
- Field Quality Control
- System Start-up
- Adjusting
- Cleaning
- Closeout Activities
- Protection
- Maintenance
- Attachments
End of Section
- Schedules
- Tables
- Illustrations
- Forms
Division 00 - Procurement and Contracting Requirements
- Bid solicitation
- Instructions to bidders
- Information available to bidders
- Bid forms and attachments
- Bid security form
- Bonds
- Certificates
- The agreement (contract)
- General conditions of the contract
- Supplementary conditions
- Addenda
- Modifications
Revision, Clarifications, Modifications
Before receipt of bids
- Addenda
- Substitution requests
Between receipt of bids and contract execution
- Post-bid addenda
- Negotiations
- Substitution requests
After contract execution
- Change orders
- Substitution requests
- Requests for interpretation
- Supplemental Instructions
- Written amendments
- Construction change
Division 01 - General Requirements
- Summary of the work
- How pricing ♦ payment will be handled
- Alternates
- Value analysis
- Contract modification procedures
- Unit prices
- Construction progress documentation
- Submittal procedures (shop drawings, etc.)
- Quality control
- Temporary facilities
- Product substitution procedures
- Owner-furnished items
- Special execution requirements
- Final cleaning ♦ inspection
- Sustainability
Procurement Requirements
Procurement Requirements
- Solicitation
- Instructions for procurement
- Available information
- Procurement forms and supplements
- Addenda
Contract Requirements
Contract Requirements
- Contract forms
- Project forms
- Conditions of the Contract
Contracting Requirements
Contracting Requirements.
Contracting requirements define the processes, rights, responsibilities, and relationships of the parties to the contract and include the following:
- Contracting forms
- Project forms
- Conditions of the contract
- Revisions
- Clarification
- Modifications
Project Manual
Project Manual
- Procurement Requirements
- Contract Forms
- Project forms
- Conditions of the contract
- Specifications
Procurement Documents
Procurement Documents
- Procurement Requirements
- Contracting Forms
- Contract Forms
- Conditions of the Contract
- Specifications
- Drawings
- Addenda
Construction Documents
Construction Documents
- Procurement Requirements
- Contracting Forms
- Contract Forms
- Conditions of the Contract
- Specifications
- Drawings
- Addenda
- Contract Modifications
- Contracting Forms
- Contract Forms
- Conditions of the Contract
- Modifications
Contracting Forms
- The Agreement
Contract Forms
- Performance bond
- Payment Bond
- Certifications
Conditions of the Contract
- General information
- Supplementary Conditions
Modifications
- Written amendment
- Change order
- Construction change directive
- Written order for a minor change
8 typical elements of contract documents
8 typical elements of contract documents
- Contracting forms
- Contract forms
- Conditions of the Contract
- Revisions
- Clarifications
- Modifications
- Specifications
- Contract drawings
AIA A201: Long History of Success
AIA A201: Long History of Success
- First issued in 1888
- Well known and understood by A/Es, Contractors, and Insurers
- Basis for many Owner developed General Conditions
- Tested in the Courts
- 1915 to 1963, Architect had “general supervision and direction of the Work”.
- 1963, Architect makes “periodic site visits”
- 1965, Major reorganization, Project Manual emerges
- 1970, Architect no longer responsible to “stop the Work”
- AGC “endorsed” A201 until 2007
Solicitation
Solicitation
PROJECT IDENTIFICATION. Clearly identify the owner and the architect/engineer issuing the documents, including full name, address, and telephone number. Show the name or title of the project in a conspicuous manner and the project number. Include the date of issue of the procurement documents.
DESCRIPTION OF WORK. Briefly describe the project type and size and major characteristics of construction to give an idea whether the project is within the bidder’s work capacity and financial ability. This description should not be elaborate or detailed. It is intended only to help the bidder determine whether it is worthwhile to obtain procurement documents. Estimated costs of the project should not be mentioned unless it is a legal requirement. Costs are a matter for the bidder to determine.
TYPE OF BID. Indicates briefly the type of bid required, that is, whether stipulated sum, cost-plus fee, or unit price bids are required, and whether there are alternates or bidder proposed substitutions. If separate bids are allowed, indicate acceptable combinations. Give details on the type of bid in the instructions to bidders.
TIME OF COMPLETION. If established, states the number of days allowed for constructing the project or the date by which substantial completion or final completion is desired. State whether the time of completion is stipulated or to be filled in on the bid form by the bidder.
PREBID MEETING. States date, time, and location. Advise bidders if attendance at this meeting is mandatory or voluntary.
BID OPENING. States who will receive bids, when and where bids will be opened, and whether the opening will be public or private. For private bid openings, state who can attend. Sometimes bidders are permitted to attend private openings that are closed to subbidders and trade publication representatives.
DOCUMENT AVAILABILITY. Lists the locations and addresses where procurement documents may be examined. State where documents can be obtained and give information regarding charges, deposits, and refunds. Coordination between the solicitation and the instructions to bidders is necessary to prevent repetition or discrepancies.
BIDDER QUALIFICATIONS. If required, and qualifications required of the bidder/contractor should be mentioned.
BID SECURITY. States whether a bid security is required and whether it is a percentage of the bid or a fixed amount. Give details concerning the security in the instructions to bidders.
OWNER RIGHT TO REJECT BIDS. States that the owner reserves the right to waive irregularities and to reject bids.
LAWS AND REGULATIONS. Includes specific laws and regulations, such as those covering nondiscrimination in employment and wage rates.
00 21 13 Instructions to Bidders
00 21 13 Instructions to Bidders
The instructions to bidders will not be as brief as the solicitation because they contain specific information not included in the other procurement requirements; the instructions are the information a bidder needs to properly prepare and submit a bid. The instructions also describe conditions affecting the award of the contract.
DOCUMENTS. State whether documents will be issued to other than prime bidders. Include information about the availability of documents to supplement information in the bid solicitation. Issuance of partial sets of documents should be avoided. Explain conditions and requirements governing return of documents by bidders, including time for their return and refund of deposits. Some architect/engineers prefer to include this information in the invitation to bid, rather than in the instructions, to eliminate repetition; however, the invitation is often limited in size through circumstances beyond the preparer’s control. Minimum information should still appear in the invitation, but complete details should be given in the instructions.
EXAMINATION OF DOCUMENTS, SITE, AND LOCAL CONDITIONS. Explain that the bidder is responsible for examining the documents, the site, and the local conditions that will affect the work. Give limitations on time of examination and describe arrangements necessary for the examination, and, when applicable, give a name and telephone number of the person to contact.
INTERPRETATIONS DURING BIDDING. Describe how discrepancies and ambiguities in the documents will be resolved during the bidding period and give instructions for obtaining the information.
- Name and address of the entity to which inquiries and requests for clarification should be directed.
- Manner in which such requests are to be made, including time limits.
- Replies should be issued as addenda. State how and when addenda will be issued and to whom they will be sent. Include time limits.
SUBSTITUTION OF PRODUCTS. The practice of listing more than one product or manufacturer for a given material description is preferred (and may also be required in some public work) by many architect/ engineers to stimulate competition among suppliers. Some circumstances allow for substitution of products other than those specified. The architect/engineer should state the requirements and procedures under which proposed substitutions of materials and methods will be considered. If such consideration is during the bidding period, include a date prior to bid opening after which requests for substitutions will no longer be considered. Refer the bidders to Division 01, Specification Section 01 25 10, Substitution Procedures, for specific requirements and procedures for requesting substitutions.
TYPE OF BID. Describe the type of bid required. There are several possibilities, and the instructions to bidders should clearly state the requirements and conditions for the bid type. The instructions to bidders should also include guidance for preparing items on the bid form, such as combined bids, allowances, alternates, and unit prices.
PREPARATION OF BID. Inform bidders how bids are to be prepared, including instructions for forms to be used and the number of copies required. Give explicit instructions regarding the signatures required. Describe any additional information to be submitted with the bid.
BID SECURITY INFORMATION. Inform bidders if a bid security will be required, and what amount and form.
PERFORMANCE BOND AND PAYMENT BOND. Indicate if bonds will be required. Performance and payment bonds, each equal to 100 percent of the contract sum, are usually required for public work and are recommended for private work. If bonds are required, stipulate the time period in which they must be furnished. Coordinate this requirement with the conditions of the contract.
SUBCONTRACTOR LISTING. Where applicable, explain conditions and requirements relating to listing and acceptance of proposed subcontractors. Instruct the bidders to submit the information as a listing on the bid form or as a supplement to the bid form, or to note that it will be furnished within a specified time after the bid opening. Where appropriate, give information about the significance of such a list in evaluating the bids and how binding the list may be.
IDENTIFICATION AND SUBMITTAL OF BID. Indicate how to identify the bid, the project name, number, contract number, owner, bid date and time, and name of bidder. Give instructions regarding submittal of the completed bid and whether a sealed envelope is required.
MODIFICATION OR WITHDRAWAL OF BID. Indicate whether bids may be modified between submittal and opening. Explain the circumstances under which a bidder may not withdraw the bid. Include a list of conditions under which bids may be withdrawn without forfeiture of bid security and describe the procedures to be followed when doing so. State the length of time the owner may hold bids before any withdrawal is permitted.
DISQUALIFICATION OF BIDDERS. List conditions or irregularities under which a bidder may be disqualified.
SPECIAL APPLICABLE LAWS. List applicable federal, state, and local laws and regulations. Avoid an exhaustive list and avoid implying that the list is complete. The listed items may include:
Licensing of contractors for special requirements,
Requirements for special construction permits,
Exemption from sales tax, if applicable,
Wage rates and employment requirements when required by law or by the owner,
Local labor agreements, and
Nondiscriminatory hiring practices.
PREBID MEETING. Refer the bidder to the solicitation and provide any supplemental information not included in the solicitation.
LIQUIDATED DAMAGES. Provide information about provisions relating to liquidated damages.
OPENING OF BIDS. Refer the bidder to the solicitation for information about date, time, and place for opening of bids.
EVALUATION AND CONSIDERATION OF BIDS. Describe the basis under which the owner will award the contract, including considerations of alternates and unit prices. If applicable, the order in which alternates are to be accepted should be stated, if there is one. Reserve for the owner the right to waive irregularities in a bid or to reject all bids.
EXECUTION OF AGREEMENT. List requirements and conditions for execution of the agreement, including the preparation and examination.
Available Information
Available Information
There are various types of information that should be made available to bidders, proposers, and contractors during procurement and execution of the work. This information is not contract documents.
00 31 13 Preliminary Schedules - Preliminary schedule information, when provided, is normally included as advisory data to be used by the bidders and proposers in preparing their bids and proposals. This information is not part of the contract documents unless specifically incorporated in the agreement.
00 31 16 Project Budget Information - There are occasions when it is necessary for the owner to make bidders, proposers, and contractors aware of the owner’s budget.
00 31 19 Existing Condition Information - For projects that involve renovations or additions to existing facilities, it is common to provide bidders, proposers, and contractors with information about the existing conditions that might also include the construction documents of existing structures.
00 31 21 Survey Information - Virtually every project requires the owner to disclose essential information about the project site, such as the location of property lines and boundaries, descriptions of site conditions and existing facilities, topography, and underground utility locations that are known.
00 31 24 Environmental Assessment Information - Environmental assessments studies are sometimes required to be disclosed. Examples include soil contamination reports, environmental impact study report, or environmental impact mitigation report.
00 31 25 Existing Material Information - For projects involving renovations or additions, there may be existing materials that should be disclosed.
00 31 26 Existing Hazardous Material Information - It is good professional practice to make bidders, proposers, and contractors aware of hazardous materials that might be present in existing facilities that are to undergo renovations or additions, such as the presence of asbestos, lead, poly chlorinated biphenyl, mold, or hazardous waste.
00 31 31 Geophysical Data - Some building sites may require more sophisticated investigations to discover and document seismic, magnetic, electromagnetic, electrical resistivity phenomenon, and like geotechnical data needs to be disclosed to the bidders, proposers, and contractors.
00 31 32 Geotechnical Data - It is common to make bidders, proposers, and contractors aware of the findings discovered by a geotechnical investigation prior to solicitation, such as soil boring data, subsurface drilling and sampling information, soil and rock strata formations present.
00 31 43 Permit Application - Bidders or proposers may need to be made aware of a building code or regulatory requirement that would not ordinarily be discovered during the procurement process that may affect the bid, proposal, or execution of the work. An example might be a permit that is required for a project close to an airport, a major highway, a facility being built over a railway, or within a particular governmental jurisdiction.
What are the four C’s for effective communication?
What are the four C’s for effective communication?
- Clear. Use proper grammar and simple sentence construction to avoid ambiguity.
- Concise. Eliminate unnecessary words, but not at the expense of clarity, correctness, or completeness.
- Correct. Present information accurately and precisely. Carefully select words that convey exact meanings.
- Complete. Do not leave out important information.
What elements are typically included in Procurement Requirements?
What elements are typically included in Procurement Requirements?
- Solicitation
- Instructions for procurement
- Available information
- Procurement forms and supplements
Contractors
Contractors
Contractor solely responsible for, and have control over, the following construction activities:
- Means
- Methods
- Techniques
- Sequences
- Procedures
- Coordination
Contractors are now responsible for performing their own due diligence regarding the safety of construction means and methods dictated in the Contract Documents.
Labor and Materials
Labor and Materials
Contractor provides and pays for following for proper execution and completion of the Work
- Labor
- Materials
- Equipment
- Tools
- Construction equipment
- Water
- Heat
- Utilities
- Transportation
- Other facilities and services
Contractor shall secure and pay
Contractor shall secure and pay
- Building permit
- Other permits
- Fees
- Licenses
- Inspections by government agencies
Contractor assumes responsibility and bears cost for correction
If Contractor performs Work contrary to following, Contractor assumes responsibility and bears cost for correction
- Laws
- Statutes
- Ordinances
- Codes
- Rules and regulations
- Lawful orders of public authorities
Facility Life Cycle
Know the individual components of this chart and components of each phase. The PDPG is broken down into chapters following this process.
Project Conception
- Owner identifies need for a facility
- Identifies a site
- Completes planning activities to verify feasibility
- Develops a budget and secures financial resources
- Develops a facility space program
- Selects project delivery method
Design
- Schematic Design - Site plan and area relationships may be defined, the general size, shape, and massing of building elements are determined, elevations and exterior finishes established, and conceptual design criteria for structural, mechanical, and electrical systems identified. Written documents usually consist of preliminary project descriptions and preliminary cost projections.
- Design Development - The design development phase follows the owner’s approval of the schematic design and any necessary program or budget adjustments. The emphasis shifts from overall relationships and functions to more technical issues of constructability and integration of systems and components. Aesthetic concerns move from massing and arrangement to materials, surfaces, and details. Design development phase documents fix and describe the size and character of the entire project, including architectural, structural, mechanical, and electrical systems.
Construction Documents
The construction documents stage (referred to as the final design phase in engineering projects) is based on the owner-approved design development documents and any further adjustments in the scope of the project or the project budget. During this stage the A/E prepares documents that will be used to file for permits and approvals from AHJs and to obtain prices upon which a bid or a negotiated contract can be based.
- Detailed Drawings
- Plans, elevations, sections, details, schedules
- Specifications
- MasterFormat®
- Bidding requirements or procurement documents
- Revised cost projections
Procurement (Bidding/Negotiating/Purchasing)
Stage in the facility life cycle that allows the prospective contractor to examine bidding documents, visit the site, request clarifications and interpretations, propose substitutions, and finally, prepare a bid or price for executing the work. Acceptance of the contractor’s bid or negotiated sum and other conditions will result in award of contract and commencement of work.
- Project cost is updated
- Project is bid or negotiated
- Bid process depends on project delivery method selected
- Construction Contract is awarded
Construction
Stage in the facility life cycle where owner’s project is constructed. Involves cost estimating, procurement, coordination of construction activities, and the physical construction.
- Mobilization & Pre-Construction Activity
- Construction
- Project is constructed according to:
- Contract Documents
- Regulatory requirements
- Project is constructed according to:
- Construction Contract Administration, by the Architect
- Project Closeout
Facility Management
The longest stage in the facility life cycle when the facility is accepted and put into use by the owner for its intended purpose
- Longest stage in facility life cycle
- Commences with Substantial Completion
- Facility placed in service
- Facility Manager maintains and evaluates performance of project components
- Operations and maintenance procedures
