1. Construction Documents ACT 380 1

2. Objective To acquire a basic understanding of the contents and relationship between the documents which make up the Construction Documents 2

3. CONSTRUCTION DOCUMENTS O Written and graphic documents O Prepared or assembled by A/E O Communicate the design of the project O Used to administer the contract for construction 3

4. CONSTRUCTION DOCUMENTS O TWO PARTS O Procurement Requirements O Contract Documents 4

5. Procurement Requirements O Are used to attract bidders and explain the procedures to follow in preparing and submitting bids O The (procurement) bidding requirements should NOT contain contracting requirements 5

6. Procurement Requirements con’t O They help builders follow established procedures and submit bids that will not be disqualified because of technicalities 6

7. Procurement Requirements O Solicitation O Instructions for procurement O Information available including resource drawings O Procurement forms and supplements O Addenda 7

8. Contract Documents O The LEGALLY ENFORCEABLE requirements that become part of the contract when the agreement is signed O They include all of the construction documents EXCEPT procurement requirements 8

9. Key Points to Note O An important principle of specification writing is that each requirement should be stated only ONE time and in the right place (should not be repeated in any of the other documents) O Doing this will simplify retrieving information and avoid possible conflicts and discrepancies 9

10. Coordinating Construction Documents O A useful reference for coordinating construction documents was prepared by EJCDC and published by EJCDC (Document N-122) and AIA (Document A521) O For each subject included in the construction documents, a suggested primary location and, if needed, a secondary location is shown. See page 5.82 Figure 5.9-D for example of Uniform Location of Subject Matter form 10

11. CONTRACT DOCUMENTS O Contract Forms O Conditions of the Contract (General & Supplementary) O Specifications – DIV 2-49 O Drawings O Addenda O Contract Modifications 11

12. CONTRACT DOCUMENTS O Contract Forms Agreement -- written document signed by the owner and the contractor binding them into a legal contract Performance Bond – provides a guarantee that if the contractor defaults or fails to perform, there will be funds to complete the contract terms Payment Bond – provides a guarantee that subcontractors, material suppliers, and other providing labor, goods, and services for the project…will be paid Certificates – may include insurance and certificates of compliance with applicable laws and regulations 12

13. CONTRACT DOCUMENTS O Conditions of the Contract General Conditions AIA A201 - general clauses that establish how the project is to be administered; contain provisions that are common practice in the United States Supplementary Conditions - modify or supplement the general conditions as needed to provide for requirements specific to a project (e.g. insurance requirements and wage rates) 13

14. CONTRACT DOCUMENTS O Project Specifications O Contract Drawings O Addenda O Modifications O Change Orders O Construction Change Directives O Architect’s Supplemental Instructions 14

15. Contract Modifications O Can be WRITTEN or GRAPHIC O AFTER Contract is Signed O TYPES OF MODIFICATIONS O Change Orders (American Institute of Architects OR Engineers Joint Contract Documents Committee) O Construction Change Directive (AIA) OR Work Change Directive (EJCDC) O Written Amendment (EJCDC) 15

16. 16 The Basic Relationships Among the Various Documents See page 5.3 –Figure 5.1-A for overview graphic

17. Project Manual O AIA coined the phrase in 1964 O INCLUDES: See page 5.75 Fig 5.9-A O Introductory Info --lists O Procurement Req. --bidding forms O Contracting Req. -- contract forms, conditions of the contract O Specifications O Procurement Requirements are often bound in the manual, but are NOT part of the Contract Documents 17

18. Problems Which May Arise if Incomplete Coordination of Design Team & Incorrect Construction Documents O Duplications – part of work is specified in multiple locations O Omissions – information that is excluded O Discrepancies – conflicting information in the contract documents O Division 1 Responsibility – Division 1-General Requirements is usually the responsibility of the design team leader, it affects all divisions and requires input from all disciplines O Terminology Differences – it is not uncommon for the terms on drawings and specifications to differ because they are not prepared by the same person 18