The Building Professional's Guide to Contracting Documents

by Poage, Waller S.

• ISBN13: 9780876295779
• ISBN10: 0876295774
• Edition: 3rd
• Format: Paperback
• Copyright: 2000-12-15
• Publisher: R.S. MEANS COMPANY

Summary

Comprehensive guidelines on preparing and using construction contract documents and effectively communicating construction requirements. This comprehensive third edition covers the most widely used contract documents and how to structure them for maximum efficiency. An important reference for owners, design professionals, contractors, and students. This valuable resource provides the latest information on: How to structure your documents for maximum efficiency The roles and responsibilities of the owner and the construction professional Legal concerns and insurance Improved methods of project delivery Reviewing documents to ensure consistency and avoid conflicts.

Author Biography

Waller S. Poage is the author of The Building Professional's Guide to Contracting Documents, 3rd Edition, published by Wiley.

Table of Contents

Preface	xiii
Acknowledgments	xv
Introduction	xvii
The Construction Industry	1	(12)
The OPC Relationship	1	(2)
The Owner	3	(1)
The Design Professional	4	(1)
The Constructor	5	(1)
The Subcontractor	5	(1)
The Sub-Subcontractor	6	(1)
The Producer	7	(1)
The Product Representative	7	(1)
The Building Official	7	(1)
Building Codes	7	(2)
Industry Services	9	(1)
Industry Influences	9	(2)
Summary	11	(2)
The Owner	13	(12)
The Economy of the United States	13	(1)
The Private Sector Owner	14	(3)
Private Sector Finance	17	(1)
The Public Sector Owner	18	(3)
Public Sector Finance	21	(4)
The Design Professional	25	(18)
Professional Practice	25	(1)
The Architect	26	(1)
The Interior Designer	26	(1)
The Engineer	27	(2)
Professional Institutions	29	(1)
Methods of Practice	30	(1)
Professional Compensation	31	(1)
Selecting the Design Professional	31	(5)
Primary Responsibilities of the Design Professional	36	(4)
A Word on Perfection	40	(3)
The Constructor	43	(10)
The Business of Building Construction	43	(3)
Training and Qualifications	46	(1)
Financial Concerns	47	(1)
Legal Concerns	47	(1)
The Contract Price	48	(3)
Summary	51	(2)
Labor and Government	53	(6)
The History and Influence of Labor	53	(2)
The Influence of Government	55	(4)
Legal Concerns and Insurance	59	(22)
Development of Law	59	(3)
Private Law	62	(1)
Law and the Construction Industry	62	(2)
Statutes of Limitation	64	(1)
Risk Management	64	(1)
Insurance for the Construction Industry	65	(1)
History and Development of Insurance	65	(1)
Insurance Today	66	(9)
Bonds	75	(2)
Settlement of Disputes	77	(2)
Summary	79	(2)
Project Delivery	81	(28)
Factors that Drive the Owner's Decision	81	(2)
Value Engineering	83	(3)
Partnering in the Project Delivery Process	86	(2)
The Advent of Construction Management	88	(4)
The Advent of Program Management	92	(1)
Project Delivery Alternatives	93	(1)
Traditional Method (Design/Bid/Build)	94	(1)
Design/Multiple-Bid/Build Project Delivery	95	(1)
Construction Management Project Delivery	96	(3)
Program Management Project Delivery	99	(1)
Design/Build Project Delivery	100	(7)
Competitive Selection of the Design/Build Team	104	(3)
Financial Risk	107	(2)
Risks to the Owner	107	(1)
Risks of the Design Professional	107	(1)
Risks of the Constructor	108	(1)
The Construction Contract	109	(26)
Contracts Defined	109	(2)
Agreement Between Owner and Contractor	111	(1)
Components of the Contract Documents	111	(5)
Types of Contracts	116	(1)
Single Prime Contracts	116	(2)
Multiple Prime Contracts--Construction Management Contracts	118	(7)
Turn-Key Contracts	125	(1)
Design/Build Contracts	125	(1)
Methods of Payment	125	(2)
Definition of ``Lump Sum'' Contracts	127	(1)
Unit Cost Contracts	127	(1)
Cost of Work Plus a Fee	128	(1)
Guaranteed Maximum Price (GMP) Contracts	129	(1)
Bonus and Penalty Provisions	129	(1)
Liquidated Damages	130	(1)
Profit Sharing Provisions	130	(1)
Summary	131	(4)
Conditions of the Contract	135	(134)
The Evolution of Standardized Documents	136	(1)
AIA General Conditions	136	(1)
EJCDC Conditions	136	(1)
Owner-Generated Conditions of the Contract	137	(1)
Contractual Relationships	137	(1)
Advice of Legal Counsel	137	(3)
Writing Conditions of the Contract	140	(1)
Supplements to Contract Conditions	141	(1)
Conditions of the Contract	142	(1)
Modification Documents	143	(9)
Contractor's Review of Contract Documents and Field Conditions	152	(9)
Administration of the Contract for Construction	161	(7)
Construction by Owner or Separate Contractor	168	(1)
Making Changes in the Work	169	(2)
Defining Time and Establishing ``Milestones''	171	(3)
Schedule of Values	174	(5)
Protection of Persons and Property	179	(1)
Requirements for Insurance and Bonds	180	(5)
Miscellaneous Provisions	185	(5)
Defining Termination or Suspension of the Contract	190	(3)
Project Definition
Engineering and Architectural Graphics	193	(1)
Reproduction of Drawings	194	(1)
``Working Drawings''	195	(5)
Organizing the ``Set'' of Construction Drawings	200	(6)
Systems Production of Drawings	206	(3)
Overlay Drafting	209	(1)
Computer Aided Design and Drafting	209	(1)
Three-Dimensional and Perspective Drawings by CAD	210	(1)
The Personal Computer--The Design Professional's Tool of Choice	210	(1)
Graphic Standards	210	(1)
Schedules	210	(1)
Related Drawings and Specifications	211	(3)
Preparation of Specifications	214	(1)
Specification Language	214	(3)
The Three-Part Section Format	217	(8)
General	219	(3)
Products	222	(2)
Execution	224	(1)
Page Format	225	(3)
The 16 Divisions	228	(10)
Methods of Specifying	238	(8)
Specifying Techniques	246	(4)
Testing Materials and Systems	250	(4)
Disputes	254	(1)
The ``Master'' Specification	254	(1)
The ``Outline'' Specification	255	(12)
Summary	267	(2)
The Project Manual	269	(32)
Invitation to Bid	270	(2)
Instruction to Bidders	272	(8)
Conditions of the Contract	280	(1)
Specifications	281	(1)
Creating the Project Manual	282	(2)
The Specification Writer	284	(2)
Documents Associated with the Project Manual	286	(4)
Industry Resources	290	(11)
Contract Administration	301	(26)
The Function of Government	302	(1)
Taxation and Fees	302	(2)
The OPC Relationship--Duties and Objectives	304	(8)
Project Meetings	312	(1)
Transmittals	312	(2)
Submittals	314	(3)
Shop Drawings	317	(1)
Schedules	317	(1)
Mock-Ups	318	(3)
Requests and Certificates for Payment	321	(1)
Substantial Completion	322	(3)
Project Closeout	325	(1)
Certificate of Occupancy	326	(1)
Project Record-Keeping and Close-Out	327	(24)
The Record-Keeping Process	327	(1)
Pre-Construction Submittals	328	(2)
Construction Submittals	330	(6)
Construction Records	336	(6)
Modifications to the Contract	342	(1)
Close-Out Documents	343	(6)
Beneficial Occupancy	349	(1)
Summary	349	(2)
Appendix	351	(6)
Glossary of Terms	357	(26)
Index	383