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Understanding Construction Documents
Module 3 – Construction Contract Modification
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• About the Instructor
• About the Sponsor
Understanding Construction Documents
• Seminar Discussion Forum
Understanding Construction Documents
Module #3 of 12
Module 3 of 12: Construction Contract Modification
Presented By:
Paul W. Just, III, RA, CSI, CCS, CCCA
Architect Paul Just, Inc.
Description:
Based upon the CSI Manual of Practice, this third of a dozen
modules provides an overview of the project delivery process
and prepares candidates for the CSI CDT Examination.
AIA/CES Info:
Provider #J624 - Course #AEC011 - LUs - 1; HWS - No;
Difficulty - Intermediate
State CEU Info:
Contact your respective State Department of Professional
Regulations
Expiration date:
April 15, 2005
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• About the Instructor
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Understanding Construction Documents
Module #3 of 12
How to Use This Online Learning Course
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Read and review the material contained in this seminar.
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Slide 3 of 15
• About the Sponsor
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Understanding Construction Documents
Module #3 of 12
Learning Objectives (FF/190)
•
At the end of this seminar, participants will be able to:
– Understand Methods of Implementing Changes in Construction
Documents During Bidding.
» Addenda;
» Substitutions.
– Understand the Substitution Process.
» Request for Substitution;
» Contract Negotiation.
– Understand Methods of Implementing Changes to Contract Documents
During Construction.
» Construction Change Order;
» Construction Change Directive.
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Slide 4 of 15
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Understanding Construction Documents
Module #3 of 12
Changes in the Work
•
Changes to Bidding Documents (FF/190).
– Purpose of Issuing Addenda:
»
»
»
»
»
Clarify Questions Raised by Bidders;
Issue New Requirements for the Work (procedural and administrative);
Change Scope of Work (size of project);
Correct Errors or Omissions in Bidding Documents;
Change Bidding Requirements, Bid Date, to help insure bona fide bids.
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Slide 5 of 15
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Understanding Construction Documents
Module #3 of 12
Changes in the Work
•
Changes to Bidding Documents (FF/190.3) (Figure FF/DM-1).
– Procedures for Issuing Addenda:
» Defer Non-critical Changes Not Affecting Cost of Work;
» Number consecutively, date and remind bidders to indicate on bid form;
» Issue in a timely manner to allow all bidders to consider changes for Bid.
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Understanding Construction Documents
Module #3 of 12
Changes in the Work
•
Changes to Bidding Documents (FF/190.4).
– Format for Issuing Addenda:
» Written Addenda should specifically identify the bidding document being revised;
» Addenda can be accompanied by revised or new drawings and/or specifications;
» Basic Components on an addendum in order of appearance.
Addendum Number and Date.
Project Identification and Description.
Name and Address of Design Professional.
Name of whom the Addendum is addressing.
Notification to all Bidders.
Any Changes to Prior Addenda.
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Slide 7 of 15
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Understanding Construction Documents
Module #3 of 12
Changes in the Work
•
Changes to Bidding Documents (FF/190.4).
– Format for Issuing Addenda (continued):
» Basic Components of an addendum in order of appearance;
Changes to Bidding Requirements (Instructions to Bidders, Bid Forms and
Other Bidding Requirements).
Changes to the Agreement and Contract Forms.
Changes to the Conditions of the Contract.
Changes to the Specifications, in sequence.
Changes to the Drawings, in sequence.
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Slide 8 of 15
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Understanding Construction Documents
Module #3 of 12
Changes in the Work
•
Substitution Procedures (FF/150).
– Changes to Bidding Documents:
» Preparation and Issuance of a Substitution.
During Bidding of the Construction Documents.
During Contract Negotiation.
During Construction of the Work.
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Understanding Construction Documents
Module #3 of 12
Changes in the Work
•
Changes to the Contract Documents (FF190.4).
– Purpose of Issuing a Modification:
»
»
»
»
»
Incorporate Changes by Owner;
Unforeseen Field Conditions discovered;
Changes in Building Code;
Changes in Market Conditions (product availability, benefit, other advantages);
Correction of Contract Documents.
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Slide 10 of 15
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Understanding Construction Documents
Module #3 of 12
Changes in the Work
•
Changes to Contract Documents (FF190.6).
– Procedures for Issuing Modification:
» Issue in timely and orderly fashion;
» Keep concise by referring to attachments which describe changes and cost ;
» Procedural requirements for initiating and processing modifications should be
specified in Division 1, Section 01250.
– Proposal Request for Change:
»
»
»
»
Architect Issues AIA Document G709 - Proposal Request;
Describes the proposed changes in detail;
Proposal Request solicits a written proposal (cost & time) from the Contractor;
Proposal Request is for information ONLY, and is not an instruction to the
Contractor to execute the proposed changes to the Work.
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Understanding Construction Documents
Module #3 of 12
Changes in the Work
•
Changes to Contract Documents (FF190.4).
– Methods of Issuing Modifications:
» Use of American Institute of Architects Documents to Issue:
Construction Change Order;
(AIA Document G701)
Construction Change Directive;
(AIA Document G714)
Architect’s Supplemental Instructions.
(AIA Document G710)
(used for Minor Change in the Work)
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Understanding Construction Documents
Module #3 of 12
Changes in the Work
•
Changes to Contract Documents.
– Construction Change Order Procedures (CCO):
» Initiated by issuance of Construction Change Directive or Change Order;
» Architect or Engineer prepares CCO and recommends change;
» Owner “authorizes” by executing change Order and processing promptly to
avoid delays;
» In the case of a Construction Change Directive the Contractor may issue a final
proposal for cost and time adjustment;
» Owner, Architect, and Contractor sign the final CCO upon agreement of
adjustment to Contract cost and time.
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Slide 13 of 15
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Understanding Construction Documents
Module #3 of 12
Changes in the Work
•
Changes to Contract Documents:
– Construction Change Order Procedures.
» Determine Change in Cost by Several Methods.
» Six Areas of Concern in Determining Effect of a Change.
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Understanding Construction Documents
Module #3 of 12
Conclusion of This Module
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Congratulations on your participation in this third of 12
Understanding Construction Documents Modules.
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If you desire AIA/CES, CSI, and/or State licensing
continuing education credits, please click on the button
below for commencing your online examination.
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At any time in the future, for additional knowledge
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