Project Documentation - What is in the Project Manual vs. Contract Documents vs. Bidding Documents

Comments

6 comments

  • Avatar
    Valerie Galchenko
    PROJECT MANUAL:

    1. Title Sheet
     
    2. Table of Contents
     
    3. Bid Requirements:
    • Invitation to Bid
    • Information Available to Bidders
    • Instructions to Bidders
    • Bid Forms
    • Bid Supplements
     
    4. Signature Sheet
     
    5. Drawing List
     
    6. List of Subcontractors (G705)
     
    7. Material Substitutions
     
    8. Contract Conditions:
    • GENERAL CONDITIONS (A201)
    States the rights, responsibilities, and relationships of the
    parties and insurances required.
    • SUPPLEMENTARY CONDITIONS (A201)
    • SPECIAL CONDITIONS (OPTIONAL)
    9. Contract Form:
    • OWNER-CONTRACTOR AGREEMENT
    • CONTRACTOR’S QUALIFICATIONS (A305)
    • PERFORMANCE AND PAYMENT BOND (A312)
    • CERTIFICATE OF INSURANCE (A101 EXHIBIT A)
    • BID BOND
    Typically 5-10% of the Contract Sum to be collected if the
    winning bidder refuses to sign the Contract.
     
    10. Specification Index:
    CSI MASTERFORMAT DIVISIONS
    Provided by the Construction Specification Institute.
    This is the written part of the Contract Documents and defines the quality, construction system, and
    workmanship. They compliment the Working Drawings and prepared by the ARCHITECT and CONSULTANTS as a Basic Service. The organization of the SPECIFICATIONS shall not control the CONTRACTOR in dividing the work among SUBCONTRACTORS.
    This is the portion of the Project Manual which the ARCHITECT is directly responsible.
     
    CURRENT DIVISIONS:
    00 Procurement and Contracting
    Requirements (Not Part of Specifications)
    01 General Requirements
    02 Existing Conditions
    03 Concrete
    04 Masonry
    05 Metal
    06 Wood, Plastics, and Composites
    07 Thermal
    08 Openings
    09 Finishes
    10 Specialties
    11 Equipment
    12 Furnishings
    13 Special Construction
    14 Conveying Equipment
    15-20 (Reserved for Future Expansion)
    21 Fire Suppression
    22 Plumbing
    23 Heating, Ventilation, and Air Conditioning (HVAC)
    24 (Reserved for Future Expansion)
    26 Electrical
    27 Communications
    28 Electronic Safety and Security
    29-30 (Reserved for Future Expansion)
    31 Earthwork
    32 Exterior Improvements
    33 Utilities
    34 Transportation
    35 Waterway and Marine Construction
    36-39 (Reserved for Future Expansion)
    40 Process Interconnections
    41 Material Processing and Handling Equipment
    42 Process Heating, Cooling, and Drying Equipment
    43 Process Gas and Liquid Handling, Purification, and Storage Equipment
    44 Pollution and Waste Control Equipment
    45 Industry-Specific Manufacturing Equipment
    46 Water and Wastewater Equipment
    47 (Reserved for Future Expansion)
    48 Electrical Power Generation
    49 (Reserved for Future Expansion)
    1
    Comment actions Permalink
  • Avatar
    Valerie Galchenko
    CONTRACT DOCUMENTS (everything except bidding documents): 
     
    8. Contract Conditions:
    • GENERAL CONDITIONS (A201)
    States the rights, responsibilities, and relationships of the
    parties and insurances required.
    • SUPPLEMENTARY CONDITIONS (A201)
    • SPECIAL CONDITIONS (OPTIONAL)
    9. Contract Form:
    • OWNER-CONTRACTOR AGREEMENT
    • CONTRACTOR’S QUALIFICATIONS (A305)
    • PERFORMANCE AND PAYMENT BOND (A312)
    • CERTIFICATE OF INSURANCE (A101 EXHIBIT A)
    • BID BOND
    Typically 5-10% of the Contract Sum to be collected if the
    winning bidder refuses to sign the Contract.
     
    10. Specification Index:
    CSI MASTERFORMAT DIVISIONS
    Provided by the Construction Specification Institute.
    This is the written part of the Contract Documents and defines the quality, construction system, and
    workmanship. They compliment the Working Drawings and prepared by the ARCHITECT and CONSULTANTS as a Basic Service. The organization of the SPECIFICATIONS shall not control the CONTRACTOR in dividing the work among SUBCONTRACTORS.
    This is the portion of the Project Manual which the ARCHITECT is directly responsible.
     
    CURRENT DIVISIONS:
    00 Procurement and Contracting
    Requirements (Not Part of Specifications)
    01 General Requirements
    02 Existing Conditions
    03 Concrete
    04 Masonry
    05 Metal
    06 Wood, Plastics, and Composites
    07 Thermal
    08 Openings
    09 Finishes
    10 Specialties
    11 Equipment
    12 Furnishings
    13 Special Construction
    14 Conveying Equipment
    15-20 (Reserved for Future Expansion)
    21 Fire Suppression
    22 Plumbing
    23 Heating, Ventilation, and Air Conditioning (HVAC)
    24 (Reserved for Future Expansion)
    26 Electrical
    27 Communications
    28 Electronic Safety and Security
    29-30 (Reserved for Future Expansion)
    31 Earthwork
    32 Exterior Improvements
    33 Utilities
    34 Transportation
    35 Waterway and Marine Construction
    36-39 (Reserved for Future Expansion)
    40 Process Interconnections
    41 Material Processing and Handling Equipment
    42 Process Heating, Cooling, and Drying Equipment
    43 Process Gas and Liquid Handling, Purification, and Storage Equipment
    44 Pollution and Waste Control Equipment
    45 Industry-Specific Manufacturing Equipment
    46 Water and Wastewater Equipment
    47 (Reserved for Future Expansion)
    48 Electrical Power Generation
    49 (Reserved for Future Expansion)
     
    WORKING DRAWINGS:
    1. Title Sheet
    2. Site and Landscape Information
    3. Architectural
    4. Structural
    5. Mechanical (HVAC)
    6. Plumbing
    7. Electrical
     
    ADDENDA
    Additions, Deletions, Clarifications, and/or Corrections to the Bidding Documents
     
    MODIFICATIONS
    Amendments to the Contact Documents including Change Orders and Construction Change Directives
    1
    Comment actions Permalink
  • Avatar
    Valerie Galchenko

    BIDDING DOCUMENTS (everything except MODIFICATIONS) 

    PROJECT MANUAL

    1. Title Sheet
    2. Table of Contents
    3. Bid Requirements
    4. Signature Sheet
    5. Drawing List
    6. List of Subcontractors (G705)
    7. Material Substitutions
    8. Contract Conditions
    9. Contract Form
    10. Specification Index

     
    WORKING DRAWINGS
    1. Title Sheet
    2. Site and Landscape Information
    3. Architectural
    4. Structural
    5. Mechanical (HVAC)
    6. Plumbing
    7. Electrical
     
    ADDENDA 
    Additions, Deletions, Clarifications, and/or Corrections to the Bidding Documents
    1
    Comment actions Permalink
  • Avatar
    Elizabeth Becerra

    Thank you so much Valerie. This is extremely helpful!

    Really appreciate it.

    0
    Comment actions Permalink
  • Avatar
    Linda Mejia

    Are meeting minutes or meeting notes part of the Contract Docs? What about the architect's field observation reports?

    0
    Comment actions Permalink
  • Avatar
    Valerie Galchenko

    Yes, MM form an agreement between parties, thus MM could be either appended to an agreement before it's signed or MM could be added as supplemental document at any time after agreement was signed. 

    0
    Comment actions Permalink

Please sign in to leave a comment.

Powered by Zendesk