The Building Professional's Guide to

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.

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

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

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The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.

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The Building Professional's Guide to Contracting Documents

Summary

Author Biography

Table of Contents

Supplemental Materials

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The Building Professional's Guide to Contracting Documents

Summary

Author Biography

Table of Contents

Supplemental Materials

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