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Construction Documents
Consist of contract documents and bidding requirements
The purpose of the construction documents is to communicate the written and graphic design for administration of the construction contract
Included in the Construction Documents
Bidding documents
Contract forms/ Agreement
Conditions of the contract
Special provisions
Specifications
Drawings
Addenda
Contract modifications
3 Basic Construction Documents
Drawings (working drawings)
Conditions of the Contract
Specification
Bidding Documents
Is a term used to describe the documents furnished to bidders
They include not only contract documents, but also bidding requirements
Are supplied by the owner during bidding phase of a project prior to construction
Contract Documents
Documents that has a contract which include owner-architect agreement or contract form, drawings and plans, specs, general conditions, special provisions, addenda, modifications and changes together with any other items stipulated
Agreement
The contract between the owner and the contractor undertaking the project described in the contract documents including all supplemental agreements thereto and all general and special provisions pertaining to the work or materials
Standard Contract Documents (Agreement)
Owner- Architect
Owner- General Contractor
Owner- Specialty Trade Contractor
General contractor- Specialty Trade Contractor
Owner-Project Management
Owner- Construction Management
Performance bond
The approved form of security furnished by the contractor and his surety as a guarantee of good faith on the part of the contractor to execute the work in accordance with the terms of the contract
Payment bond
The approved form of security furnished by the contractor and his surety as a guarantee of good faith on the part of the contractor to pay all obligations arising from the contract
Certificates
Include certificates of insurance and certificates of compliance with applicable laws and regulations
Conditions of the Contract
Relate to contract terminology, the rights and responsibilities of the contracting parties and others involved in the work, requirements for safety and compliance with laws and regulations, general procedure , and payments to the contractor
Two types of Conditions of the Contract
General conditions
Supplementary conditions
General conditions
Stipulates the procedural and the administrative aspects of the contract; it also sets forth the many of the rights, responsibilities, and relationships of the parties involved
Supplementary conditions
Represent that part of the contract documents which supplements and may also modify provisions of the general conditions
These supplements or modifications may be needed to provide requirements unique to a specific project, for example, wage rates
Special Provisions
Are instructions which may be issued to the bidding to supplement and/or modify drawings, specifications, and/or general conditions of the contract
Specifications
A written document describing in detail the scope of work to be done, materials and equipment to be used, method of installation or application and the quality of workmanship for a certain work to be placed under contract
Supplementary Specifications
These are additional information which may be issued as an addition or amendment to the provisions of the specifications.
Guide Specifications
A guide specification is a standardized document intended to provide guidance to the specifier in preparing a particular portion of the contract documents
Drawings
These are graphical presentations of the work involved in the project
These include all supplementary details and shop drawings
They may include schedules of structural elements, equipment, finishes and other similar items
Working Drawings
Drawings intended for use by a contractor, subcontractor or fabricator, which form part of the contract documents for a building project; it contains the necessary graphical information to manufacture, erect, fabricate or construct a building
Architectural Drawing Documents
Drawing documents prepared by an architect for a construction project, e.g. plans, elevations, sections and other details
Engineering Drawing Documents
Are technical in nature, used to fully and clearly define requirements for engineering items or work, and is usually created in accordance with standardized conventions and details
Addenda
Are written or graphic instruments that supplement the bidding documents for the purpose of clarifying, correcting or adding to the specifications previously issued
They become part of the contract documents when the construction contract is executed
Contract Modifications
Instructions, change orders, directives, and so on, written after execution of the contract; contract modifications are those additions to, deletions from, or modifications of the work that are made after the agreement has been signed
Change Orders
Instructions, change orders, directives, and so on, written after execution of the contract; contract modifications are those additions to, deletions from, or modifications of the work that are made after the agreement has been signed
Field Orders or Construction Change Authorizations
A written order effecting a minor change in the work not involving an adjustment in the contract sum or an extension of the contract time, issued by the architect/ engineer to the contractor during the construction phase
Supplemental Instructions
Are minor instructions or interpretations not involving change orders
It allows the architect/ engineer to direct changes not involving changes in contract sum or contract time
Project Manual
A complete set of bid and contract documents that include the bidding requirements, contract forms, contract conditions and project specifications
Submittal
Document or material provided to the Architect/Engineer for review or acceptance
Insurance
A basic insurance requirement and coverage that may be necessary to safeguard the interest of all parties to the contract, including the designers
The Role of Specifications
An explicit set of requirements to be satisfied by a material, product, or service
Deserve as much care and attention as working drawings
A written or printed description of work to be done, and describes qualities of material & mode of construction
Legal Consideration
Courts generally held on the event of conflict between drawings and specifications, the specifications, as a written document, govern
Insurance Consideration
Are usually incorporated in the general conditions or in supplementary conditions and again, made a part of the specifications by incorporation therein
Bidding Requirements
The bidding requirements include the Invitation to Bid, the Instructions to Bidders, the Bid Form, and the Bid Bond
Alternates Options
The specifications provide a basis for the contract’s estimate and the submission of a bid
They are established by the architect and owner for the deletion of work, the addition of work and for the substitution of materials
Sub-contractor’s Limits
Drawings generally show all of the work to be done and the interrelationship of various parts
Contractor Limits
General Requirements, will establish the limits of each prime contract
Technical Specification
May permit the contractor to use several materials or manufacture’s brand specified for use in the work.
Inspection and Testing Procedures (Quality Control)
The specifications established inspection and testing procedures to be followed during the construction operations
Design Criteria
In some instances there are some design that could not be reflected in the drawings
Drawings should generally show the following information
Extent , size, shape and location of component
Location of materials
Detail and dimensions
Interrelation of materials
Schedules
Sizes of equipment
Identification of class of material
Physical extent of alternates
Specification should generally describe the following items
Type and quality of materials, equipment and fixtures
Quality of workmanship
Methods of fabrication, installation, and erection
Test and code requirements
Gauges of manufacturers’ equipment
Allowances and unit prices
Alternates
Technical
Materials
Fabrication
Workmanship
Installation
Tests
Schedules
Preparations
Non-technical
Scope of work
Delivery of materials
Samples and shop drawings
Permits
Guarantees
Cleaning
Job conditions
MASTER SPECIFICATIONS
Entirely new specifications are seldom developed for each project
Instead, most design firms, government agencies, and large corporations use master specifications as basis for their project specifications
MASTERFORMAT
A uniform classification system for construction specifications that is divided into several sections, each of which is sequentially numbered and named
MASTERSPEC
It is one of the most complete and widely used guide specifications available
This master specification carries the endorsement of the NSPE and the ACEC, which review the engineering sections for accuracy and adequacy prior to their publication
SPECTEXT
It is published in CSI’s 16-division format
Section titles and five-digit numbering system are in accordance with the titles and numbering system in MASTERFORMAT
It is revised every five years; portions of text are revised quarterly
SPECSystem
Is an interactive expert system for writing specifications
First, a computer dialogue takes place between a project architect or engineer; the dialogue mimics that which would occur between an architect or engineer and an expert specification writer
Masterformat Division: Division 01
General Requirements
Includes most requirements that apply to the job as a whole or to several of the technical sections, and especially the requirements sometimes referred to as special conditions
Masterformat Division: Division 02
Sitework
Includes most subjects dealing with site preparation and development
Site utilities in Division 15 and 16 must be coordinated with these sub-divisions
Masterformat Division: Division 03
Concrete
Includes most items traditionally associated with concrete work; exceptions are paving, piles, waterproofing, and terrazzo
Masterformat Division: Division 04
Masonry
Includes most materials traditionally installed by mason, exceptions are paving and interior flooring
Masterformat Division: Division 05
Metals
Includes most structural metals and metals not falling under the specific provisions of other divisions; exceptions are reinforcing steel, curtain walls, roofing, piles, doors and windows
Masterformat Division: Division 06
Wood and Plastics
Includes most work traditionally performed by carpenters; exceptions are wood fences, concrete formwork, doors, windows and finish hardware
Masterformat Division: Division 07
Thermal and Moisture Protection
Includes most items normally associated with insulation and preventing the passage of water vapor; exceptions are paint, waterstops and joints installed in concrete or masonry, and gaskets and sealants
Masterformat Division: Division 08
Doors and Windows
Includes hardware, doors, windows and frames, metal and glass curtain walls, transparent and translucent glazing; exceptions are glass block and glass mosaics
Masterformat Division: Division 09
Finishes
Includes interior finishes not traditionally the work of the carpentry trade
Masterformat Division: Division 11
Equipment
Includes most items of specialized equipment
Masterformat Division: Division 12
Furnishings
Masterformat Division: Division 13
Special Construction
Masterformat Division: Division 14
Conveying Systems
Masterformat Division: Division 15
Mechanical
Masterformat Division: Division 16
Electrical
CSI Masterformat 2004 Edition: Division 00
Procurement and contracting requirements group
Essentially the same scope as the Masterformat 1995 Edition
CSI Masterformat 2004 Edition: Division 01
General Requirements
Area for performance requirement added to allow from writing performance requirements for elements that overlap work sections
CSI Masterformat 2004 Edition: Division 02
Existing Conditions
Limited to construction practices that relate to items at the site at the commencement of work- selective demolition, sub-surface and other investigation, surveying, site decontamination, and site remediation, among others
CSI Masterformat 2004 Edition: Division 03
Concrete
CSI Masterformat 2004 Edition: Division 04
Masonry
CSI Masterformat 2004 Edition: Division 05
Metals
Concrete, Masonry and Metals: Essentially the same scope as Masterformat 1995 Edition
CSI Masterformat 2004 Edition: Division 06
Wood, Plastics and Composites
Essentially the same scope as Masterformat 1995 Edition with expansion in the areas of plastics and composites
CSI Masterformat 2004 Edition: Division 07
Thermal and Moisture Protection
Essentially the same as Masterformat 1995 Edition
CSI Masterformat 2004 Edition: Division 08
Openings
Renamed but essentially the same scope of as Masterformat 1995 Edition with the addition of some other openings as louvers and grilles
CSI Masterformat 2004 Edition: Division 09
Finishes
CSI Masterformat 2004 Edition: Division 10
Specialties
Finishes and Specialties are essentially the same as Masterformat 1995 Edition
CSI Masterformat 2004 Edition: Division 11
Equipment
Equipment related to process engineering has been relocated to the Process Equipment Sub-group and equipment related to infrastructure has been relocated to the Site and Infrastructure Sub-group
CSI Masterformat 2004 Edition: Division 12
Furnishings
Furnishings: Essentially thae same as Masterformat 1995 Edition
CSI Masterformat 2004 Edition: Division 13
Special Construction
CSI Masterformat 2004 Edition: Division 14
Conveying Equipment
Conveying Equipment: Renamed with process related material handling subjects relocated to the Process Equipment Sub-group
CSI Masterformat 2004 Edition: Division 15 to 20, 24, 29 to 30, 36 to 39, 46-47, 49
Reserved
Has been reserved for future expansion
CSI Masterformat 2004 Edition: Division 21
Fire Suppression
CSI Masterformat 2004 Edition: Division 22
Plumbing
CSI Masterformat 2004 Edition: Division 23
Heating, Ventilating and Air Conditioning
CSI Masterformat 2004 Edition: Division 25
Integrated Automation
CSI Masterformat 2004 Edition: Division 26
Electrical
CSI Masterformat 2004 Edition: Division 27
Communications
CSI Masterformat 2004 Edition: Division 28
Electronic Safety and Security
CSI Masterformat 2004 Edition: Division 31
Earthwork
Site construction subjects, chiefly below-grade, from Division 2 in Masterformat 1995 Edition
CSI Masterformat 2004 Edition: Division 32
Exterior Improvements
Exterior Improvements: Site construction subjects, chiefly above-grade, from Division 2 in Masterformat 1995 Edition
CSI Masterformat 2004 Edition: Division 33
Utilities
Utilities: Expanded utility subjects relocated from Division 2 in Masterformat 1995 Edition
CSI Masterformat 2004 Edition: Division 34
Transportation
Transportation: Expanded transportation subjects relocated from Divisions in Masterformat 1995 Edition
CSI Masterformat 2004 Edition: Division 35
Waterway and Marine Construction
Waterway and Marine Construction: Expanded waterway and marine subjects relocated from mainly Division 2 in Masterformat 1995 Edition
CSI Masterformat 2004 Edition: Division 40
Process Integration
Process Integration: Process facilities are composed of a variety of sub-systems, tied together and integrated by distribution pathways, control and instrumentation. All of these systems must work together as a whole
CSI Masterformat 2004 Edition: Division 41
Material Processing and Handling Equipment
Material Equipment for processing and conditioning of raw materials, material handling equipment for bulk materials
CSI Masterformat 2004 Edition: Division 42
Process Heating, Cooling, Drying Equipment
Process Heating, Cooling and Drying Equipment: Equipment for process heating, cooling and drying of materials, liquids, gases and manufactured items and materials
CSI Masterformat 2004 Edition: Division 43
Process Gas and Liquid Handling, Purification and Storage Equipment
Equipment for handling, purification and storage of process liquids, gases, slurries, includes atmospheric tanks as well as pressure vessels
CSI Masterformat 2004 Edition: Division 44
Pollution Control Equipment
Equipment for controlling emission of contaminants from manufacturing processes and treatment of air, soils and noise contaminants
CSI Masterformat 2004 Edition: Division 45
Industry-Specific Manufacturing Equipment
A division in which users can specify equipment that is used only within a single industry
All industries currently identified with NAICS are allocated space within the division
CSI Masterformat 2004 Edition: Division 48
Electrical Power Generation
Plants and equipment for the generation and control of electrical power from fossil, nuclear energy, hydroelectric, wind, solar energy, geothermal energy, electro-chemical energy, and fuel cells
CSI Three-part Section Format: Part 1
General
This part covers those general areas of concern which precede and follow work, and which define the scope of work