Saturday, August 13, 2011

Summary

BIDDING DOCUMENTS
     BIDDING REQUIREMENTS (1)
          PM 1. Invitation to Bid - BID solicitation
          PM 2. Instructions to Bidders
          PM 3. Information to Bidders
          PM 4. Pre-qualifications forms
          PM 5. Bid forms & attachments
          PM 6. Bid security - Bond forms
       CONTRACT FORMS (2)
          PM 7. Agreement
          PM 8. Performance Bond
          PM 9. Payment Bond
          PM 10. Certificate of Insurance
     CONTRACT CONDITIONS (3)
         PM 11. General conditions
         PM 12.Supplemental conditions
         PM 13. Specifications 1-16
       14. Contract Drawings
             Resource drawings
             Addenda
ADDENDUM
  15. Additions
  16. Deletions
  17. Clarifications
  18. Corrections to Bid documents

PROJECT MANUAL
     Bidding requirements
          Bid solicitation
          Instructions to Bidders
          Info available to bidders
          Bid forms and supplements
     Contract forms
          Agreement
          Performance bonds
          Payment bond
          Certificates
     Conditions of the contract
          General conditions
          Supplementary conditions
          Specifications 1-16

1CONTRACT MODIFICATIONS
19. Amendment to the contract

CONTRACT DOCUMENTS
1. The agreement
2. Conditions of the contract
     -general &
     -supplemental
3. Drawings
4. Specifications
5. Addenda (before)
6. Documents listed in agreement
7. Modifications (after)
8. Bid documents are not Construction documents

ORGANIZATION OF SPECS
Divisions
Sections
Articles

SPECIFICATIONS
Written requirements of:
-Materials
-Equipment
-Systems
-Standards
-Workmanship

INSTRUMENTS OF SERVICE
1. Studies
2. Surveys
3. Models
4. Sketches
5. Drawings
6. Specifications
7. Other similar materials

PROPRIETARY SPECIFICATIONS
Calls out a specific manufacturer’s product. Architect has complete control over this type of specification. Does not allow for competitive bidding.
Trade names
Model numbers
Simple to produce
1. Closed (sole source)
2. Open (equal) 3 options
Private projects only
Approved or equal clause

PERFORMANCE SPECIFICATIONS
Tell what results the final construction assembly should achieve, but give the contractor some choice in how they will be achieved.
Describe the results, desired innovation is necessary
Challenging to prepare
Explicity define required testing, methods & procedures

REFERENCE SPECIFICATIONS
example: Gypsum wall board shall meet the requirements of ASTM 36.
Quality standards used in conjunction with other types

DESCRIPTIVE SPECIFICATIONS
Give detailed written requirements for the material or product and the workmanship required for tis fabrication and installation. It does not mentions trade names
Very detailed

CASH ALLOWANCE SPECIFICATIONS
Used in lieu

ALLOWANCES
1. Cost of materials
2. Cost of equitment

ALLOWANCES DO NOT COVER
1. Labor
2. Proffit
3. Handling

BASIC STEPS TO DETERMINE CODE COMPLIANCE
1. Construction documents
2. Use group
3. Height and Area
4. Type of construction
5. Siting
6. Fire performance
7. Interior environment & design
8. Exterior envelope
9. Structural performance
10. Building service system

TYPES OF OWNERS
Joint tenancy
Parternship
Corporation
Trustee

TYPES OF OWNERSHIPS
Fee simple
Fee absolute
Condomineoum
Cooperative
Leasehold
Sale-and-lease-back

PROGRAMMING PROCESS
1. Establish goals
2. Collect facts
3. Uncover concepts
4. Determine needs
5. Stating the problem
     -Form
     -Function
     -Economy
     -Time

PROGRAMMING
Collect
Organize
Define
the problem
Solve the problem, site, budget

PROGRAMATIC CONCEPTS
1. Priority
2. Relationship
3. Hierarchy
4. Character\Density
5. Service groupings
6. Activity groupings
7. People groupings
8. Home base
9. Communications
10. Neighbors
11. Accessibility
12. Separate flow
13. Mixwd flow
14. Sequential flow
15. Orientation
16. Flexibility
17. Tolerance
18. Safety focus
19. Security controls
20. Energy conservation
21. Environmental controls
22. Phasing
23. Cost control

FLEXIBILITY
-Expansibility
-Convertibility
-Versatility

SECURITY CONTROLS
1. Minimum
2. Medium
3. Maximum


METHODS OF TRANSFERING TITLE TO PROPERTY
The mortgage (east)
Deed of trust (west)

DEED OF TRUST
MEETS AND BOUNDS
PLAT
SURVEY
EASEMENTS
DEED RESTRICTIONS
COVENANT
AFFIRMATIVE COVENANTS
CONDITIONAL COVENANTS
R Value is the reciprocal of U Value
American = R Value
The bigger the R value the better it is

U Value is the inverse of R Value
The smaller the U Value the better the conduction of heat
Europe = V Value

1915 BOCA ILLINOIS
1922 ICBO CALIFORNIA
1927 ICBO FIRST EDITION
1940 SBCO ALABAMA
1994 3 CODES 1 CODE VIRGINIA
1994 IBC + IRC
1990 ADA CIVIL RIGHTS
1998 FFHA Federal Fair Housing Act include HUD
0000 ADAAG
0000 ATBCD
OSHA
LEED = Leadership in Energy & Environmental Design
USGBC
ASHRAE provides established standards

OCCUPANCY GROUPS
A = Assembly
B = Business
E = Educational
F = Factory & Industrial
H = Hazardous
I = Institutional
M = Mercantile
R = Residential
S = Storage
U = Utility

6 LEED CATEGORIES
1. Sustainable Sites
2. Water Efficiency
3. Energy & Atmosphere
4. Materials & Resources
5. Indoor Air Quality
6. Innovation & Design Practice
Bronze = 40%
Platinum = 81%

SUSTAINABLE DESIGN
-Energy conservation
-Adaptive re-use
-EIS  Environment Impact Statement
-1969 National Environmental Policy Act reinforced by EPA
-EPA Environmental Protection Agency
-Air
-Water
-Land
-Wildlife
-Natural Land forms
-Water run off
-Wildlife
-Existing vegetation

DRAINAGE
Paved areas: 1% - 1.5%
Too flat: -1%
Parking area: 1% - 5%
Pedestrians: 1/4" - 2% slope
Underground pipes:
Drainage: 0.3% min
Lawn: 2% - 4%

0.5%  Drainage
2%  Away from Bldg.
3% Grass
4% Walks
5%  Parking & Streets
2% 10% Drainage Ditches
25% Grassed areas
50%
4%-10% Construction

PARKING AREA
300SF parking spaces, access, driveways
400SF parking spaces, driveways, walkways
Preliminary planning


Soil
Clay
0.002 Silt/Mud
0.002 - 1/4 Fine Sand
Coarsed Sand
Gravel 1/4 - 31/2
Hard Pan
Decomposed Rock
Boulders
Shale/Slate
Bedrock

CHANGES IN WORK
1. Change Order: Work, Sum & Time
    Agreed by (Architect, Owner & Contractor)

2. Construction Change Directive:
    Agreed upon: (Owner & Architect)
3. Minor Change in the work
    By the: (Architect only)

BUILDING ORIENTATION
20° East & 32° West of true South
5% decrease @ 18° East or 30 West
10% decrease @ 28° East or 40 West
20% decrease @ 42° East or 54 West

PROJECT DELIVERY METHOD
1. CONSTRUCTION MANAGEMENT DELIVERY METHOD
2. DESIGN/BUILD DELIVERY METHOD
3. DESIGN/AWARD/BUILD DELIVERY METHOD

1. Design-Bid-Build
2. At-Risk-CM Construction Management
3. Multiple Prime Contractors
4. Design-Build

4 ELEMENTS AFFECT PPP
1. Scope
2. Quality
3. Cost
4. Time

PROGRAM MANAGEMENT
Is the practice of CM from inception to completion

PROJECT DEVELOPMENT BUDGET
-Site costs
-Furnishings
-Professional services
-Fees for permits
-Inspections
-Financing
-Prepare before
-Dodge building cost calculation evaluation guide, McGraw Hill

CONSTRUCTION SCHEDULE
1. The construction documents
2. The Architect-Engineer
3. The subcontractors
4. The contractors organization
5. Materials dealers
6. The size and the complexity of the project
7. Site conditions
8. The weather
9. Labor troubles
10. Shortages of materials

CONSTRUCTION PROGRAM
Budget
Design
Schedule
Risk assessment
Owner's level of experience

BUDGETING
-Construction cost
-Project size
-Project quality

LIFE CYCLE COST
-Maintenance
-Energy costs
-Building Operation of architectural systems
-Taxes
-Financing
-Replacement
-Renovations

OVERHEAD & PROFIT
General overhead 8%-15%
Project overhead 4%-10%-20%

General Insurance Profit
1. 5%-25% small projects
2. 15%-20% medium projects
3. 10%-15% Large projects
5. 5%-10% very large projects

7 COST ESTIMATING AREAS
100 Foundations
200 Building shell
300 Interiors
400 Conveying systems
500 Mechanical Electrical
600 General conditions profit
700 Special items
800 Special items
900 Site development

6 STEP PROCESS
1. Research the project type
2. Establish goals and objectives
3. Gather relevant information
4. Identify strategies
5. Determine quantitative requirements
6. Summarize the project

CPM
Tasks = Activities-Arrows-Start-Finish
Circles = Events-Nodes
Event = Moment of End-Start
Roofing = Milestone
5 BASIC SERVICES AIA B101
-Schematic design
-Design development
-Construction documents
-Bidding documents or negotiation
-Competitive bidding
-Negotiated proposals
-Construction phase services
-Evaluation of the work
-Certificates for payment to contractor
-Submitals
-Changes in the work
-Project completion
-Additional services

ADDITIONAL SERVICES
-Programming
-Multiple pre-designs
-Measured drawings
-Existing facilities
-Site evaluation B203
-Building Information Modeling
-Civil Engineering
-Landscape design
-Architectural Interior Design B252
-Value analysis
-Detailed cost estimating
-On-site project representative
-Conformed construction documents
-As designed record drawings
-As constructed record drawings
-Post occupancy evaluation
-Facility support services B210
-Tenant related services
-Coordination of owner's consultants
-Telecom/data designs
-Security evaluation & planning B206
-Commissioning B211
-Extensive environmentally
-LEED certification B214
-Fast track design services
-Historic preservation B253
-Furniture, finishings & eq. design
-Other

FOUNDATIONS
Column footing
-Wall footing
-Combined footing/cantilevered footing
-Matt footing/raft footing
-Boat footing