Task Item No. 1-3: Obtain Owner bid forms, contract forms and documents.

Question 1

Task Item No. 1-3: Obtain Owner bid forms, contract forms and documents

Answer 1

You Should Understand

• Understand how bid and contract forms and documents impact the construction documents.

Question 2

1.1 Project Manual Concept

The , , and are usually included, but they are not specifications. In most cases, these are prepared by, or in coordination with, the owner and the owner’s legal counsel and insurance adviser.

Answer 2

1.1 Project Manual Concept

The procurement requirements, contracting forms, and conditions of the contract are usually included, but they are not specifications. In most cases, these are prepared by, or in coordination with, the owner and the owner’s legal counsel and insurance adviser.

Question 3

1.4.1 Gathering Information

Owner’s specific requirements such as,, andare some of the first is information regarding the specific project requirements that should be obtained

Answer 3

1.4.1 Gathering Information

Owner’s specific requirements such as mandatory products, standard forms, and standard details are some of the first is information regarding the specific project requirements that should be obtained

Question 4

1. 10 Producing a Project Manual
2. 10.1 Obtain and review theto understand the A/E’s role and responsibility for construction documents, bidding or negotiation, and contract administration phases.
3. 10.2 Request information from the owner for the type of , , and …
4. 10.11 Prepare or assemble other written procurement documents. In some instances, the owner will furnish , , and . If so, they should be obtained at the beginning of the project in order to ensure proper coordination.

Answer 4

1.10 Producing a Project Manual

1. 10.1 Obtain and review the owner-A/E agreement to understand the A/E’s role and responsibility for construction documents, bidding or negotiation, and contract administration phases.
2. 10.2 Request information from the owner for the type of construction contract, insurance, and bond…
3. 10.11 Prepare or assemble other written procurement documents. In some instances, the owner will furnish instructions for procurement, procurement forms, and bid security forms. If so, they should be obtained at the beginning of the project in order to ensure proper coordination.

Question 5

1.14 Variations Required by Project Delivery Methods
The andmay determine the type of documents required and the methods of specifying used. Information aboutwill typically be provided by the owner. , provides three forms for obtaining the appropriate information: Part A, Part B, and Part C for bidding procedures.

Answer 5

1.14 Variations Required by Project Delivery Methods
The procurement and contracting procedures may determine the type of documents required and the methods of specifying used. Information about contract procedures will typically be provided by the owner. AIA Document G612, Owner’s Instructions to the Architect, provides three forms for obtaining the appropriate information: Part A for contracts, Part B for insurance and bonds, and Part C for bidding procedures.

Question 6

PDPG

12. 7.1.4 Procurement Documents
    * Procurement activities requireto communicate project information to the bidder and move the process to award of a contract. Before bids can be submitted, prospective contractors must be made aware of the project and sufficient information must be provided.

Answer 6

12.7.1.4 Procurement Documents

• Procurement activities require documents to communicate project information to the bidder and move the process to award of a contract. Before bids can be submitted, prospective contractors must be made aware of the project and sufficient information must be provided.

Question 7

Reading list

Task Item No. 1-3: Obtain Owner bid forms, contract forms and documents.

• CSPG 1.1, 1.4.1, 1.10.1, 1.10.2, 1.10.11, and 1.14
• PDPG 11.1.4, 12.7.1.4

Answer 7

You Should Understand

Understand how bid and contract forms and documents impact the construction documents.

Question 8

Reading PDPG 11.1.4 Specifications

Answer 8

11.1.4 Specifications

Specifications define the requirements for products, materials, and workmanship upon which the contract is based and requirements for administration and performance of the project. They are generally written for each subject as sections and organized by divisions under MasterFormat**® or by categories under UniFormat™.

Question 9

Reading PDPG 12.7.1.4 Procurement Documents

Answer 9

12.7.1.4 Procurement Documents

Procurement activities require documents to communicate project information to the bidder and move the process to award of a contract. Before bids can be submitted, prospective contractors must be made aware of the project and sufficient information must be provided. They need specific information to enable them to:

• Understand procurement and contracting requirements.
• Comply with formal competitive bidding procedures.
• Understand conditions that apply after bid submittal and prior to contract award.

The procurement documents that provide this information include:

• Procurement requirements such as:
  
  • Bid solicitation
  • Instructions to bidders
  • Available information: subsurface investigations, surveys, records, and resource drawings
  • Bid forms and supplements
  • Addenda
• Contracting requirements such as:
  
  • Contracting forms
  • Conditions of the contract
• Specifications
• Drawings

Of these documents, the contracting requirements, specifications, drawings, and addenda become contract documents when the owner-contractor agreement is executed.