Pdf copy and paste.
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40Study Riff
Printable View
Show 40 post(s) from this thread on one page
Page 1 of 2
1
2
Last
zzillion
02-18-2012, 01:41 PM
Study Riff
This thread intends to crowdsource a complete CSE study guide.
Hey all-
I thought it would be helpful to dump and review as much info as possible. Please join in and post notes, links, etc. I found this forum extremely helpful in passing all the AREs on the first try without having to purchase too much in terms of study guides. I would like to make the CSE focused forum a little more useful in that respect too. But I can't do it by myself. (remember not to post copyrighted material, thanks)
First off: AIA Docs for the CSE: AIA A201:
http://www.aia.org/aiaucmp/groups/ai...aias076835.pdf AIA B102:
http://www.aia.org/aiaucmp/groups/aia/d ... 076826.pdf AIA B201:
http://www.aia.org/aiaucmp/groups/ai...aias076827.pdfMARHI1983
02-18-2012, 02:38 PM
I tried to post those before, but can't figure out the links: 1.
http://www.dgs.ca.gov/dsa/Programs/p...inability.aspx - the last link to a PDF of a nice Green Guidelines checklist. If you can copy this link here or upload the PDF to the Forum FTP site, that would be great. 2.
http://osfm.fire.ca.gov/codedevelopm...protection.php - same story. There are a bunch of links for WUI, but I can't copy exact links. Hope it helps
zzillion
02-18-2012, 09:53 PM
1 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40Aia a201
AIA A201 – General Conditions of the Contract for Construction Part 1
AIA A201 – General Conditions of the Contract for Construction Owner- Contractor agreement – Design-Bid-Build project delivery method connects with family of AIA docs to cover whole project process Lays out the role of Owner, Contractor, Architect, and Subcontractors.
Lays out how changes in work (modification to contract documents) are dealt with, scheduling, insurance requirements, correction of work, the termination of contract, and how disputes are settled
Contract Documents are: -Agreement and Conditions of Contractor -Drawings -Specifications -Addenda (changes issued during bidding, but before bids are received) -Modifications (Change Orders, construction change directives, minor changes in work)
(*NOTE contract docs do not include bidding forms or instructions)
The Work Construction and services req'd by Contract Documents – all labor, materials, equipment, and services
The Project Project is the total construction which may include construction by the owner or other separate contractors
Instruments of Service including but not limited to studies, surveys, models, sketches, drawings, specs (this sets up the typical agreement that the architect maintains ownership over the design and that the design is intended for the project covered by the contract only).
Initial Decision Maker Usually the architect but can be designated as someone else. Provides first decision on claims or disagreements between owner and contractor.
ARTICLE 2: OWNER Owner to designate in writing anyone with the authority to act as the owner and make decisions for him/her
Mechanic Lien requirements – owner has 15 days after receipt of written request to provide contractor with necessary information for the Contractor to evaluate, give notice of, or enforce mechanic's lien rights (usually site info and owner's interest in it)
Prior to start of work owner must provide evidence of ability to finance the project to the contractor if he/she requests it. After commencement of work contractor may only request it if the owner fails to make a payment, the contract sum is substantially adjusted, or there is a reasonable concern.
Owner pays for everything not outlined in contract docs. This includes necessary approvals,
2 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40surveys, easements, assessments and charges required for construction, use of permanent structures or permanent changes to existing facilities. This does not include the permits and fees that are typically required for construction (those are provided by the contractor).
Owner provides surveys and contractor can rely upon those (i.e. owner is liable for mistakes in those)
Owner can stop the work if contractor doesn't correct work or repeatedly fails to carry out work as described in drawings or specifications.
Owner can give 10 day notice if contractor fails to carry out work as described in drawings and specs, and then fix it themselves. In this case, a change order is issued and deducted from contract sum.
ARTICLE 3: CONTRACTOR must be licensed, must perform work according to contract documents (even if non-conforming work is not specifically rejected, or if they receive payment for it. i.e. the owner can come back later and ask for it to be fixed)
must review and be familiar with field conditions, report unforeseen difficulties with the site, errors and omissions or deviance in the documents from codes or laws promptly. They are not liable for fixing the errors, nor are they expected to review the architects documents for these items – just report mistakes if they see them.
Contractor is responsible for the: -construction means -construction methods -techniques, sequences, procedures -coordinating all portions of work -job safety
If contract docs describe specific means/methods, contractor is to review. If he has objections he should not proceed. If owner requires those means or methods, owner is liable for any loss or damage.
Contractor responsible for inspection of finished work to be sure it can receive subsequent work
LABOR AND MATERIALS Contractor provides and pays for labor, materials, equipment, tools, construction equipment, machinery, water, heat, utilities, transportation, and other facilities and services to get the job done. AND TAXES that are known at time of agreement.
No substitutions (unless for a minor change of work) without consent of architect, then owner. Change order or construction change directive must be issued.
Material is new and of good quality (unless specified otherwise in contract docs). Section 3.5 is a WARRANTY that the work is good and conforms to contract docs.
PERMITS, FEES, NOTICES, AND COMPLIANCE WITH LAWS Contractor gets and pays for building permit and typical permits, fees, licenses, and inspections. Royalties and License fees are also paid for by contractor. (OWNER deals with Zoning, EIR, atypical costs)
Contractor schedules required inspections
3 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40Contractor must not build things known to him to violate laws, codes, etc. if so, he will be liable to fix it. (The architect is responsible to design the project to comply with applicable laws)
Contractor has max 21 days to notify architect and owner of unforeseen site conditions, before disturbing them. Architect recommends a fair adjustment to Contract Sum or Contract Time if warranted.
Human remains, archaeological sites, or unforeseen wetlands on site? Contractor does not disturb them and notifies Owner and Architect. Owner then needs to get governmental approval before work can resume.
ALLOWANCES Contractor includes in the Contract Sum all allowances in the contract documents – owner has the right to choose who provides them (but does not have to choose).
Allowances must cover cost of materials and equipment (minus trade discounts) Cost for overhead - unloading and handling, labor, installation, overhead, profit, and other expenses related to allowance item are NOT included in Allowance amount, but are included in Contract Sum. Contract Sum adjusted whenever cost is greater or less than allowances by Change Order.
SUPERINTENDENT Contractor must employ a superintendent that the architect or owner has no reasonable objection to. (Architect has 14 days to send a written objection on behalf of the owner or architect).
SCHEDULES After being awarded the Contract, the Contractor must promptly provide a Construction Schedule (in accordance with contract time) and a Submittal Schedule (to be approved by architect).
Contractor must keep a copy of up to date docs and samples at site. It should include all field changes and modifications to date.
Shop Drawings, Product Data, Samples, and similar submittals are NOT necessarily Contract Documents. The architect might be sent this information, but he/she is not required to review them unless they are required by the Contract Documents.
For those submittals (shop drawings, etc) specifically required by the contract documents, the contractor must approve them first before sending them to the architect for approval in keeping with the submittal schedule.
Contractor is responsible for cutting or patching work, but in the case of another contractor's work, he must obtain written consent of the owner and separate contractor to do so.
The site should be clean and orderly. Contractor removes all equipment and excess material from site at completion of work. If he doesn't the owner can do so and charge the contractor for reimbursement.
zzillion
02-18-2012, 09:54 PM
4 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40AIA A201 – General Conditions of the Contract for Construction Part 2
ARTICLE 4: ARCHITECT Must be licensed.
If the Owner fires the architect, he/she must hire a new architect that the contractor does not object to.
The Architect administers the Contract until issuing the Final Certificate For Payment.
Architect visits site as appropriate to stage of construction. Site visits are for GENERAL verification of the work's adherence to contract documents.
Architect must inform Owner of known deviations from docs or schedule, and defects or deficiencies.
Owner and Contractor communicate through Architect. Architect's consultants through Architect, the contractor's subs through the contractor.
Architect manages Certificates of Payment. The Architect can reject work or require inspection of it, but only the owner can Stop work.
The Architect reviews submittals for conformance with design concept, but dimensions, quantities, means, and methods are the Contractor's responsibility.
The Architect prepares Change Orders, Construction Change Directives, and Minor Changes in Work
Architect determines date of Substantial Completion and Date of Final Completion. Issues Certificate of Substation Completion – receives and forwards to Owner: warranties and related docs from Contractor. Then issues Final Certificate of Payment.
The Architect is in charge of interpreting the documents with respect to performance and decisions about aesthetics are final.
ARTICLE 5: SUBCONTRACTORS Contractor furnishes names of subs to Owner through Architect, who may reply within 14 days with any objections.
Subcontractors have the same relationship towards Contractor as Contractor to Owner
If the Contractor is fired, the owner can assume the contracts with the subcontractors. If a performance or payment bond is required, then they can only be assigned after consultation with the contractor's surety. Owner is responsible for paying subs (even for pay due before contract termination with contractor and even if the owner gets a new contractor)
OWNER AS CONTRACTOR owner can perform work or award separate contracts.
Owner coordinates between different contractors
Contractors must notify Architect if another's work is not ready or sufficient to receive their work.
5 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40If it is in dispute who is responsible for a mess, the owner have it remedied and the Architect doles out the responsibility for the cost.
ARTICLE 7: CHANGES IN THE WORK
Change Order
Owner, contractor, and architect agree on change. Documents change in work, change in contract sum, and change in contract time.
Construction Change Directive
Owner and Architect agree on change. (and may or may not be agreed to by the contractor). This then must be performed by the Contractor. Contractor informs Architect of agreement or disagreement with terms (changes to sum, time). Change in sum and time must have supporting evidence of being a reasonable amount. All or part can turn into a Change Order with agreement by Contractor.
Order for Minor Change in work
Issued by Architect alone. Contractor must agree that there is no change in sum or time. ARTICLE 8: TIME
Contract Time is time until Substantial Completion Contract Time is extended if delay is the fault of Owner, Architect, unusual delay beyond
Contractor's control, or fire.
ARTICLE 9: PAYMENTS AND COMPLETION Contract Sum is total amount payable to Contractor by Owner.
When Contract is based on a stipulated sum or GMP, contractor submits Schedule of Values (which enumerates the entire contract sum and divides it up among portions of the project). Serves as basis for reviewing Applications for Payment.
APPLICATION FOR PAYMENT At least 10 days before payment is due, Contractor submits itemized Application for Payment. If required, it includes proof of payment to subs and suppliers (i.e. free of liens).
Payment for materials stored on site only unless otherwise agreed upon. (Because otherwise it's not clear who owns the material and extra insurance and storage fees, etc will apply)
Within 7 days upon receipt of Application for Payment, Architect will issue Certificate of Payment to Owner, or notify both Owner and Contractor why certificate is being withheld. A Certificate means the Architect agrees that work has generally progressed to the level claimed by Contractor. Withholding it means that it hasn't progressed or new discoveries of inadequate work previously paid for have been found.
With a certificate of payment, the owner then has the remaining days (sometimes as little as 3 days) to make the payment.
The Contractor has 7 days from receipt of payment to pay subs. Owner has right to request proof of payment to subs.
FAILURE OF PAYMENT if the Architect does not issue a certificate of payment within 7 days or the Owner does not pay within 7 days of the due date, the contractor informs the Architect and Owner of a notice to stop work, and can stop work after an additional 7 days (14 days after payment is
6 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40due). If this happens, Contract Time and Sum will be adjusted fairly.
SUBSTANTIAL COMPLETION When work is sufficiently complete that the Owner can occupy/utilize the Work.
Contractor supplies architect with punch list of remaining items to correct/complete. Architect adds anything they notice upon inspection. After fixing these items, they submit another request for inspection. Architect then, having found everything substantially complete issues the Certificate of Substantial Completion to contractor and owner.
Substantial Completion establishes the transfer of responsibility from Contractor to Owner for security, maintenance, heat, utilities, damage to work, and insurance. It also fixes the time in which the contractor can finish items on the punch list.
Upon acceptance by any surety, any retainage is released.
PARTIAL OCCUPANCY If part of project is substantially complete and the surety and building officials allow it, the owner can occupy that part. Contractor and owner must agree who is responsible for what portion of obligations for security, maintenance, heat, utilities, damage to work, and insurance.
FINAL COMPLETION AND PAYMENT Contractor notifies in writing that project is ready for final inspection and submits a final Application for Payment. Architect does final inspection and if it is found to be finished and in accordance with contract documents, issues the final certificate for payment. Final payment is not due until Contractor submits to Architect: -affidavit that all payrolls, bills for material and equipment are paid, -a certificate that insurance required for project is still in force and will be unless written notice is provided the owner 30 days in advance. -a written statement that Contractor knows of no reason the insurance is not renewable to cover period stipulated in contract docs -consent of surety to final payment -any other data required – such a waivers of liens. If sub refuses to provide a this waiver, the contractor may furnish a bond to cover that liability.
By making final payment, Owner waive claims except -designated claims -failure of work to comply with contract docs -terms of special warranties in contract docs
late payments subject to interest from due date.
zzillion
02-18-2012, 09:55 PM
AIA A201 – General Conditions of the Contract for Construction Part 3
ARTICLE 10: SAFETY Contractor responsible for safety, comply with laws.
Contractor is strictly liable for work requiring use of hazardous materials (must exercise utmost care) that he/she brings to site. If contractor not negligent and a government agency requires remediation of material expressly required to perform work but that
7 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40contractor brought to site, Owner is liable for cost of remediation.
If haz mat is discovered on site, Contractor immediately notifies Architect and Owner and stops work in affected area. Owner then obtains licensed lab to verify presence of material and render it harmless. Change order extends contract time and sum. Owner is responsible for any loss if the material has not been rendered harmless.
ARTICLE 11: INSURANCE AND BONDS Contractor must maintain: -employee insurance (like worker's comp) -liability insurance
-personal injury liability insurance
certificates of required insurance must be filed with owner before work starts. Architect and Owner are named as additional insured. Insurance should cover whole time of construction and then beyond for insurance that covers completed operations.
Owner must maintain (and provide copies of the policies to the Contractor) of: -liability insurance -all-risk property insurance -boiler and machinery insurance
property insurance covers Work that is off-site and in transit. Insurance companies must consent to occupancy or partial occupancy.
PERFORMANCE AND PAYMENT BONDS requirement listed in bidding docs. Performance Bond guarantees that work will be performed in accordance to Contract Docs and a Payment Bond guarantees that the contractor will pay subs and material suppliers.
ARTICLE 12: UNCOVERING AND CORRECTION OF WORK If Contractor covers work that Architect specifically had requested to see or that is required by Contract Documents, contractor must pay for the uncovering and the recovering of work.
If contractor covers work before Architect requests to see it, contractor must uncover work. If it complies with contract docs, the Owner is liable for the cost of uncovering it. If it is found defective, however, Contractor must fix work and recover it at own expense. Similar logic applies to additional testing or inspections ordered and approved by owner (that go beyond the typical tests and inspections required).
Contractor must promptly correct work rejected by architect or not conforming with contract docs before or after substantial completion.
Within 1 year of Substantial Completion (or one year after work is completed if completed after Substantial Completion) if work is found to be deficient with respect to the contract documents, the Contractor must promptly fix it.
If owner accepts non-conforming work, contract sum is to be adjusted as is fair.
ARTICLE 13: MISCELLANEOUS There is a 10 year from date of Substantial Completion window in which claims may be filed.
ARTICLE 14: TERMINATION
Contractor may terminate contract:
8 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40If work is stopped for 30 days - (because of a government order, because of non-payment, because of lack of evidence of the Owner's financial soundness, or because the Owner repeatedly delays or stops work for an aggregate of more than 100% of the contract time or 120 days within a year – whichever is less.)
Or if work is stopped for 60 days- (because of Owner's failure to uphold his/her side of the contract)
Contractor gives 7 days notice to Architect and Owner before terminating the contract.
Owner may terminate contract:
If contractor repeatedly breaches provisions of contract and with certification by IDM of that cause, and 7 days notice, Owner may terminate employment of Contractor and seize materials, site, tools, equipment, and assume subcontractors contracts, and finish work. Owner provides detailed accounting to Contractor and if cost is greater than remaining Contract Sum (as certified by IDM), Contractor must pay difference.
For convenience. If suspension, Contract Time and Sum are to be adjusted. If termination, Contractor ceases work and is due payment for work executed and costs incurred by termination.
ARTICLE 15: CLAIMS AND DISPUTES Claims must be submitted in writing within 21 days of occurrence or observation to other party and IDM and Architect. All obligations continue to progress (contractor continues to build, owner continues to pay).
For additional cost, request must be made before commencing work.
All claims referred to IDM, who must issue a response within 10 days that: 1) requests additional information for judgment 2) rejects the claim 3) approves the claim
4) suggests a compromise 5) says the IDM does not have enough information to make a judgment or it is inappropriate to do so
If either party does not like the initial decision they must request mediation in writing within 30 days. The other party has 60 days to file for mediation or they waive their right to mediation and will proceed to binding dispute resolution.
Liens follow timeline as laid out by California Law
zzillion
02-19-2012, 11:29 AM
Thanks Marhi-
These look really helpful! Since this thread is trying to crowdsource a free online guide to the cse for everyone's benefit, can you summarize the key points of these links?
Are these the ones you're trying to post directly to? Green Check List
9 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40http://www.documents.dgs.ca.gov/dsa/...4_CalGreen.pdfWildland Urban Interface (Fire Safety Links)
http://frap.fire.ca.gov/projects/wui/index.aspzzillion
02-19-2012, 02:06 PM
Mechanic Liens and Design Professional Liens
MECHANIC LIENS
Mechanic Liens (can NOT be filed on public projects) – it is a lien on the property – meaning that funds will come from the sale of the property.
FTP:
http://www.areforum.org/up/orals_ca/Mec ... 20laws.pdf Available for all craftsmen and suppliers involved in the project as long as they have a direct
contractual relationship with an agent of the Owner – i.e. with the Contractor, Architect, etc.
Stop Notice (CAN be filed on public projects) – it is a lien on construction funds.
Procedure
determine: -legal description of property -owner and owner's stake in property -your connection to the project (agent of owner or contracted with agent of owner) -construction lender
SUBCONTRACTORS/SUPPLIERS - WITHIN 20 DAYS OF STARTING WORK serve a Preliminary 20-day Notice to the owner, contractor, and construction lender.
File it with county recorder so that they will notify you of when a Notice of Completion or the Notice of Cessation is recorded.
AFTER WORK IS CEASED OR COMPLETED
-don't do any more work
WITH NOTICE OF CESSATION OR COMPLETION
| within 30 DAYS: record a Claim of Lien at county recorder and serve Stop Notices on owner/construction lender (whoever has funds) | within 90 DAYS of recording Claim of Lien: File a Lien Foreclosure Action and record a Lis Pendens and File suit on Stop Notice -OR- give owner an extension, but you must foreclose within 1 YEAR | You must go to trial within 2 YEARS
WITHOUT NOTICES, BUT IF OWNER ACCEPTS/USES THE WORK
10 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40| within 90 DAYS: record Claim of Lien and serve Stop Notice | within 90 DAYS of Claim of Lien: File a Lien Foreclosure Action and Lis Pendens and file suit on Stop Notice -OR- give owner an extension, but you must foreclose within 1 YEAR | You must go to trial within 2 YEARS
PRIME CONTRACTORS: (N.B. that no 20 day notice is required - thanks MARHI!)
WITH NOTICE OF CESSATION OR COMPLETION (can be filed by Contractor with owner signature within 10 days of completion) | stop work | within 60 DAYS: record Claim of Lien | within 90 DAYS of Claim of Lien: File Foreclosure Action and record Lis Pendens -OR- give owner an extension, but you must foreclose within 1 YEAR | You must go to trial within 2 YEARS
WITHOUT NOTICES, BUT IF OWNER ACCEPTS/USES THE WORK
| stop work | within 90 DAYS: record Claim of Lien | within 90 DAYS of Claim of Lien: File Foreclosure Action and record Lis Pendens -OR- give owner an extension, but you must foreclose within 1 YEAR | You must go to trial within 2 YEARS
Design Professional Lien
Note that Design Professional Liens are not applicable to a project that is a single family home where the construction costs are less than $100,000. Permits must have been approved. (Thanks Marhi) Within 90 DAYS of having reason to believe that project won't get built, Architect files Claim of Lien, but must give notice to Owner 10 day before Claim of Lien is filed.
Within 90 DAYS of Claim of Lien, file Lien Foreclosure Action.
Design Professional Lien expires if construction starts. Then Architect must record a mechanic's lien instead to maintain rights.
zzillion
02-19-2012, 02:58 PM
Building Construction Types
11 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40BUILDING CONSTRUCTION TYPES
https://dps.mn.gov/divisions/sfm/pro...efinitions.pdfConstruction Types - Definitions TYPE I-A--Fire Resistive Non-combustible (Commonly found in high-rise buildings and Group I occupancies).
3 Hr. Exterior Walls* 3 Hr. Structural Frame 2 Hr. Floor/Ceiling Assembly 1 1⁄2 Hr. Roof Protection
TYPE I-B--Fire Resistive Non-Combustible (Commonly found in mid-rise office & Group R buildings).
2 Hr. Exterior Walls* 2 Hr. Structural Frame 2 Hr. Ceiling/Floor Separation 1 Hr.
Ceiling/Roof Assembly TYPE II-A--Protected Non-Combustible (Commonly found in newer school buildings).
1 Hr. Exterior Walls 1 Hr. Structural Frame 1 Hr. Floor/Ceiling/Roof Protection TYPE II-B (also II-N)--Unprotected Non-Combustible (Most common type of non-combustible construction used in commercial buildings). Building constructed of non-combustible materials but these materials have no fire resistance.
TYPE III-A--Protected Combustible (Also known as "ordinary" construction with brick or block walls and a wooden roof or floor assembly which is 1 hour fire protected).
2 Hr. Exterior Walls*
1 Hr. Structural Frame 1 Hr. Floor/Ceiling/Roof Protection TYPE III-B--Unprotected Combustible (Also known as "ordinary" construction; has brick or block walls with a wooden roof or floor assembly which is not protected against fire. These buildings are frequently found in "warehouse" districts of older cities.)
2 Hr. Exterior Walls* No fire resistance for structural frame, floors, ceilings, or roofs. TYPE IV--Heavy Timber (also known as "mill" construction; to qualify all wooden members must have a minimum nominal dimension of 8 inches.)
2 Hr. Exterior Walls* 1 Hr. Structural Frame or Heavy Timber Heavy Timber
Floor/Ceiling/Roof Assemblies TYPE V-A--Protected Wood Frame (Commonly used in the construction of newer apartment buildings; there is no exposed wood visible.)
1 Hr. Exterior Walls 1 Hr. Structural Frame 1 Hr. Floor/Ceiling/Roof TYPE V-B--Unprotected Wood Frame (Examples of Type V-N construction are single family homes and garages. They often have exposed wood so there is no fire resistance.)
• Note exceptions in the building code for fire resistance ratings of exterior walls and opening protection.
zzillion
02-19-2012, 03:45 PM
Essential Services Buildings Seismic Safety Act
Essential Services Buildings Seismic Safety Act of 1986
http://www.leginfo.ca.gov/cgi-bin/di...le=16000-16001 http://www.leginfo.ca.gov/cgi-bin/di...le=16002-16008 http://www.leginfo.ca.gov/cgi-bin/di...le=16009-16016 http://www.leginfo.ca.gov/cgi-bin/di...le=16017-16022 http://www.leginfo.ca.gov/cgi-bin/di...000&file=1602312 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40Enforcement Agency -For State-owned buildings: Office of State Architect -city building department or official
Regulated Buildings - buildings that need to operate in the event of a disaster -Fire Station -Police Station -Emergency Operations Center
-California Highway Patrol Office -Sheriff's Office -Emergency Communications Dispatch Center
Must resist -Earthquake -Gravity -Fire -Winds.
There are structural parameters and also parameters for non-structural, but essential, equipment.
Non-structural items that are regulated in Essential Services buildings: -communications systems -main transformers and switching equipment -emergency backup systems
The building must be able to operate after a disaster.
One story Type V (wood frame) and Type IIN (non-combustible materials but unprotected structure) of 2000 sf or less are EXEMPT
Submit all drawings, specs, design calcs, to enforcement agency. Local buildings must comply with Title 24 Part 1 and Part 2 (California Building Code) except Chapters 23-30, and 47. For State-owned buildings, all chapters must be complied with.
When renovating a pre-1986 building there should be a new site assessment (type V and type II N up to 4000 SF exempt)
requires inspection by a certified inspector during construction. And work can be stopped by Department of General Services. The Architect submits reports to the enforcement agency on construction verifying that materials and work complies with approved docs. Additionally the contractor and inspector must make similar reports, but with “personal knowledge” of the work being performed.
Office of State Architect administers the ESBSSA and communicates with Seismic Safety Commission and State Fire Marshal
zzillion
02-19-2012, 03:50 PM
Project Delivery Methods
Project Delivery Methods:
13 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40zzillion
02-19-2012, 03:53 PM
Title 24 Guide Very helpful guide on Title 24.
http://www.documents.dgs.ca.gov/bsc/...iningGuide.pdfCheck out pg 53-54 for a building occupancy type/building code enforcement agency chart!
Design Bid Build
-standard: linear process where architect is hired, designs the project, it's put out for bid, a contractor is hired and the project built -negotiated team: same as above, except the contractor is hired earlier in the project design phase (around the beginning of DD), they assist with constructability issues
-cost plus fee: same as standard, but the payment isn't all rolled into one. The contractor is paid for the actual costs (labor, material, etc) and then an added fee. The fee doesn't change, but the cost of construction may.
Design Build
- one contract with architect/contractor entity
Construction Management
-CM advisor: advises on constructability of project but does not build project -CM agent: advises on constructability of project and organizes trades for a fixed fee. Not responsible for cost of construction (client is), but does pass on savings if they are there. -CM constructor: acts as advisor but then becomes contractor
zzillion
02-19-2012, 03:56 PM
Occupancy Types
Update: Marhi pointed out a few missing occupancies. They have been added below. For some reason Title 24 is down, so I searched for some other supporting links with more detail. Check back for the update straight from the source.
http://en.wikipedia.org/wiki/Buildin...lassifications http://www.oaklandnet.com/fire/fpb/f..._occupancy.asp http://www.everglow.us/pdf/2007-ca-buil ... 1011.7.pdfGroup A - Assembly Group B - Business Group E - Education Group F- Fabrication
14 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40Group H - Hazardous Materials (storage, use) Group I - Institutional Group L - Labs Group M - Merchandise
Group R - Residential Group S - Storage Group U - MiscellaneoUs
zzillion
02-19-2012, 06:25 PM
AIA B102: Owner Architect Agreement
B102 is the agreement between the Owner and Architect and leaves out what services the architect will provide. It is meant to be paired with other AIA documents, with the most typical of services being described by B201. B101 covers the two documents in one contract, but is a less 'a la carte' form of contract.
AIA B102 Standard Form of Agreement Between Owner and Architect without a Predefined Scope of Architect's Services.
http://www.aia.org/aiaucmp/groups/ai...aias076826.pdfARTICLE 1: ARCHITECT'S RESPONSIBILITIES
Owner and architect agree upon a list of professional services. Different AIA docs cover different types of services, so scope of services not included in this document, but are added on.
STANDARD OF CARE: Architect performs with “professional skill and care ordinarily provided by architects practicing in the same or similar locality under the same or similar circumstances”.
Architect elects a representative who can make binding decisions on behalf of architect.
Architect agrees not to have a conflict of interest that would impact their professional judgment with respect to project.
Architect maintains:
1. General Liability insurance 2. Automobile Liability insurance 3. Worker's Compensation 4. Professional Liability
ARTICLE 2: OWNER'S RESPONSIBILITIES
Owner provides program that delineates: -objectives -schedule -constraints and criteria
-space requirements and relationships -flexibility -expandability -special equipment
-systems
15 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40-site requirements
owner has 15 days from request to provide architect with Lien information
owner identifies a rep.
Owner will coordinate other consultants of theirs with Architect's services. All consultants shall carry appropriate liability insurance.
Owner provides all legal, insurance, and accounting services needed by Owner.
ARTICLE 3: COPYRIGHTS AND LICENSES
Instruments of Service. Architects and consultants own the copyright of their respective works
Owner is granted non-exclusive license of Instruments of Service for the sole purpose of completing the Project.
Upon termination of agreement, Owner releases Architect from all claims arising from use of Instruments of Service
ARTICLE 4: CLAIMS
All claims resolved by binding dispute resolution selected in contract (usually mediation then arbitration). Claims are allowed up until 10 years from the date of Substantial Completion.
All disputes must go to mediation first
ARTICLE 5: TERMINATION OR SUSPENSION
If owner fails to make payments as agreed in the contract, the Architect may terminate or suspend services. Architect must give 7 days notice before suspending services and is due all outstanding funds for services already rendered and expenses caused by suspension before resuming work.
If owner suspends project Architect is due any outstanding funds and expenses from suspension.
If owner suspends project for more than 90 DAYS Architect may terminate with 7 days notice.
Either party may terminate contract based on other party's default with 7 days notice.
Owner may terminate for convenience with 7 days notice. For no-fault termination, Architect is due any outstanding funds, reimbursable expenses, and termination expenses (expenses of termination plus anticipated profit on remaining services).
ARTICLE 6: COMPENSATION
Attach an exhibit for amount or basis of compensation
Reimbursables are in addition to contract sum -transportation -travel if authorized -long distance telephone service
-dedicated data/communication services -teleconferences -project websites -extranets
16 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40-fees paid for approvals -printing/plots -postage s/h -overtime if authorized -authorized renderings, models, mockups, photography, presentation materials -consultant's dedicated professional liability insurance or insurance in addition to typical carried by architect as requested by Owner
-taxes on professional services and reimbursables -site office expenses
plus designated percentage (e.g. reimburables +15%)
LICENSING FEE If agreement is terminated (through owner's convenience or rightful termination by Architect), owner shall pay a licensing fee to continue using Instruments of Service.
zzillion
02-19-2012, 07:15 PM
AIA B201 Architect's Services Summary
B102 is the agreement between the Owner and Architect and leaves out what services the architect will provide. It is meant to be paired with other AIA documents, with the most typical of services being described by B201.
AIA B201 Standard Form of Architect's Services: Design and Construction Contract Administration
http://www.aia.org/aiaucmp/groups/ai...aias076840.pdfARTICLE 2: SCOPE OF BASIC SERVICES
Includes usual and customary structural, mechanical, and electrical engineering services.
In addition, architect communicates with owner, attends project meetings, communicates with project team, and reports progress to owner.
Architect coordinates with other consultants hired by Owner.
Once contract is signed, Architect provides schedule of services to Owner including Commencement of Construction and Substantial Completion. Includes time for Owner's review, owner's consultants, and regulatory approvals. With owner's approval, architect adjusts schedule if necessary.
Architect is not responsible for an owner's substitution or directive made without architect's approval.
Architect consults with building dept over Construction Documents and with Utility companies.
Architect ASSISTS Owner with filing docs required for approval by gov't authorities. SCHEMATIC DESIGN PHASE SERVICES
Architect reviews program (provided by Owner) and reviews laws, codes, and regulations.
Prepares a preliminary evaluation of: -program
17 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40-schedule -budget for the Cost of Work -project site -project delivery method
and notifies Owner of any inconsistencies noted, and of any additional consulting services needed for the Project.
Must discuss with owner the feasibility of including green design approaches.
Based on approval of a preliminary design, the Architect will prepare Schematic Design Documents -drawings -site plan
-preliminary building plans, sections, and elevations -may include study models, renderings, or digital models. -list of preliminary selection of building systems and materials.
Green Design requirements -consider material choices -consider building orientation More detailed investigation of green design would be an additional service.
Design to be developed consistent with budget. Architect submits an estimate of Cost of Work
DESIGN DEVELOPMENT
based on submission and approval of SD, Architect moves into DD -drawings -plans -sections
-elevations -typical construction details -diagrammatic layouts of building systems – architectural, structural, mechanical, and electrical -specifications that identify major materials and systems and generally quantifies them.
Update Cost of Work
CONSTRUCTION DOCUMENTS
based on submission and approval of DD, Architect moves into CDs detailed version of everything in SD, but Contractor to provide for Architect's review: -Shop Drawings -Product Data -Samples -Submittals
all applicable codes and regulations must be taken into account Architect ASSISTS Owner in preparation of:
1. bidding forms and conditions 2. agreement between Owner and Contractor (A101) 3. General Conditions (A201)
18 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40Architect compiles Project Manual (includes conditions for contract and specs)
Update Cost of Work
BIDDING SERVICES upon submission and approval by Owner of CDs, architect ASSISTS Owner to: -compile list of contractors -obtain competitive bids or negotiated proposals -evaluate responses -choose a bid -award and prepare contract for construction
COMPETITIVE BIDDING
Architect: -makes copies of bidding documents for each bidder -distributes them, and maintains a log of transmittals -conducts a pre-bid conference -responds to questions and prepares addenda (which clarify or change the documents) and are then sent to all bidders -opens bids, documents and distributes bid results as directed by Owner.
Accepted Substitutions are issued as addenda to all bidders.
NEGOTIATED PROPOSALS
same as above, except instead of bids, interviews and negotiations take place.
CONSTRUCTION PHASE SERVICES
Architect provides Contract Administration
Architect NOT responsible for Construction: -means -methods -techniques
-sequences and procedures -safety
Construction Phase services start with awarding of the Contract and end with the issuing of the Final Certificate of Payment
DUTIES of Architect: -makes site visits at appropriate intervals and becomes generally familiar with the work -reports construction progress to Owner -can reject work not in conformance with Contract Docs -Interprets documents at the request of the Contractor -has final say over aesthetics. -serves as the Initial Decision Maker between Owner and Contractor. -Reviews and certifies Applications for Payment from Contractor (indicating that work is generally believed to be in conformance with docs and progressing as scheduled) -maintain a record of payments
SUBMITTALS
Architect: -reviews and approves submittal schedule provided by contractor -reviews submittals: shop drawings, product data and samples for conformance with design intent (not responsible for dims or quantities, etc)
19 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40-specifies performance and design criteria for systems that need professional design services or certifications -review and respond to RFIs -maintains a record of submittals
CHANGES IN THE WORK
Architect can amend work in three ways: -a minor change in work (does not adjust Contract Time or Sum) -a Change Order (adjusts Contract Time and/or Sum and is agreed to by Owner, Architect, and Contractor) -a Construction Change Directive (adjusts Contract Time and/or Sum and is agreed to by Owner and Architect) Contractor must perform Construction Change Directive and notify Architect of agreement or disagreement with the terms.
PROJECT COMPLETION
see review of project completion procedure under AIA A201
FACILITY OPERATION SERVICES
Architect, within one year of Substantial Completion and at the request of the Owner, shall meet to review facility operations and performance.
ARTICLE 3: ADDITIONAL SERVICES
When the need for additional services arises, the Architect notifies the Owner and starts only once written authorization is received. -services needed because of a change in Initial Information -extensive green design – LEED etc.
-changing Instruments of Service based on new laws -services due to Owner delay in decisions -preparing digital data for owner's consultants and contractors -preparation of docs for alternate/additional bids
-public meetings/presentations -dispute resolutions or legal proceedings (unless Architect is a party) -evaluation of qualifications of bidders -consultation for replacement of work due to fire -assistance to Initial Decision Maker if other than Architect.
Additional Services related to construction. Architect commences them in order to avoid delay in construction. If the Owner feels they are not needed, a written notice must be issued. -review submittal out of order
-responding to RFI with information already available through study of Contract Documents -Change Orders and Construction Change Directives that require further evaluation and revisions to Instruments of Service -evaluating extensive number of claims as IDM
-evaluating substitutions that require revisions to Instruments of Service -providing construction services 60 days after Substantial Completion or anticipated date of Substantial Completion.
ARTICLE 4: OWNER'S RESPONSIBILITIES
Owner -establishes and updates the budget for 1) Cost of Work 2) Owner's other costs 3) contingencies -provide surveys -provide geotechnical reports -provide required test, inspections, and reports required by law or Contract Documents such as structural, mechanical, and chemical tests, tests for air and water pollution, and tests for
20 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40hazardous materials -will communicate with Architect's consultants through Architect.
ARTICLE 5: COST OF WORK
Cost of Work includes: -Contractor's General Conditions Costs (labor, material) -Contractor's Overhead -Contractor's Profit
it does not include Architect's compensation, costs of the land, rights-of-way, financing, and contingencies
Architect's estimate for cost of work is included (based on area, volume or other estimating technique). Detailed cost estimates will be an add service
After 90 days from completion of Construction Docs, if bidding has not started, budget for Cost of Work should be adjusted for market variations.
If the Architect's estimate exceeds the budget, the Architect shall adjust size, scope, quality, or budget of the project.
If the Lowest Acceptable Bid is higher than the budget the owner can:
1. choose to accept the increase in budget in writing 2. rebid the project 3. terminate the project 4. revise the program, scope, or quality in consultation with Architect 5. implement any other mutually acceptable alternative
If number 4 above, Architect must modify docs without additional compensation.
zzillion
02-20-2012, 10:24 PM
California Accessibility
Big guide on Accessibility:
the DSA (who comes up with the accessibility codes) has compiled a big manual on accessibility here:
http://www.documents.dgs.ca.gov/dsa/...v_11-18-11.pdfof big help are the diagrams that are bookmarked and then it lists specific rulings and interpretations.
Did you know that if you have a fire in a building that was built before the accessibility standards were enacted you can't rebuild it without incorporating the applicable accessibility into the design? Or that seismic upgrading also triggers a requirement to comply with at least some of the accessibility requirements? There are some quick one page goodies in here under the "Policies" tab.
The Five Phases of Access Compliance:
21 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40zzillion
02-20-2012, 10:30 PM
California Planning Guide: General Plan, Zoning, Permits, CEQA
If you're finding this thread helpful, please post some links and notes of your own. Thanks! Super helpful guide to planning requirements: General Plan, Zoning, Permits, CEQA
http://opr.ca.gov/docs/California_Pl...Guide_2005.pdfzzillion
02-20-2012, 10:43 PM
Field Act AND Hospital Facilities Seismic Safety Act
The Field Act regulates the design and construction of schools for seismic safety:
http://en.wikipedia.org/wiki/Field_Act http://www.excellence.dgs.ca.gov/Stu...ety/S7_7-1.htm http://www.seismic.ca.gov/pub/CSSC_2...Act_Report.pdfOne of the recommendations is the bracing of non structural items:
http://www.documents.dgs.ca.gov/dsa/pubs/SB1122.pdfAnd because it deals with schools, plans and specs are submitted to the DSA.
just added the info below:
Hospital Facilities Seismic Safety Act
http://www.oshpd.ca.gov/FDD/seismic_...Regs/hssa.htmlOSHPD approves drawings/ specs, observes construction architect, contractor and inspector make reports
The act sets deadlines for compliance with total compliance by January 1, 2030 (hospital must be demolished, replaced , or changed to non-acute care)
http://www.documents.dgs.ca.gov/dsa/...compliance.pdfMARHI1983
02-21-2012, 02:30 PM
Quote:
Originally Posted by zzillion
Group A - Assembly Group B - Business
22 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40cocoslo
02-21-2012, 04:59 PM
My advice - pay close attention to building types and what defines building type! I was completely thrown by these questions both times I took the test.
Do you mean occupancy types or construction types? Can you give an example?
zzillion
02-21-2012, 10:17 PM
Oh no! Thanks Marhi for correcting me. I found info for the occupancy types on the Oakland Fire Department website. I'm going to edit my original post to reflect this info.
It's true that Architects and Prime contractors don't need to give 20 days notice, but they can. Some say it's good practice because it notifies clients about your lien rights so they don't mess around with payments. I didn't know that about the DP lien!
I hope my notes help others, but I'm also interested in committing this stuff to memory. If anyone else wants to add summaries, notes, and links it would be very helpful!
Group E - Education Group F- Fabrication Group H - Hazardous Materials (storage, use) Group I - Healthcare (I remember this one by thinking Infirmary) Group M - Merchandise Group S - Storage Group U - MiscellaneoUs
Well, the list is not complete: I - is actually Institutional that includes all kinds of prisons and jails. R - is residential, that HAS IT'S OWN CODE now! Watch out for this one! L - is Labs that can not be categorized as B
My advice - pay close attention to building types and what defines building type! I was completely thrown by these questions both times I took the test. :confused:
Also watch out for Mechanics/ Des.Pro liens - you missed some salient points, like the fact that direct contractors, including Architects do not need to give 20 days notice, or that DP lien can only be activated if the project was approved / has a building permit.
I will try to summarize WUI, but the Green Checklist I refer to is already a summary of a new Green Code. I suppose my browser is old or overprotected, so that I can't extract direct links to post here.:confused:
I think you are doing a great service to the candidates, Cheers!
23 of 40 9/3/13 9:23 PM
Study Riff
http://www.areforum.org/forums/printthr ... 7342&pp=40