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