The lay of the land: In the construction process; who is involved and what do they do? This session outlines the people, and the process that describes the Facility Life Cycle.

This cycle creates a great deal of data. This session introduces the major organizational "formats" that the industry uses to categorize this information and the guiding principle of construction document creation; the 4 C's (Clear, Concise, Correct and Complete). The documents can be divided into graphic representations (drawings) and written documents (the contract and "the specs") these must be "coordinated" and as well as invoking the other 4 C's.

Lastly, sustainability, as a construction concept is introduced. It is reshaping our industry. The construction of and completed facilities we create use amazing amounts of the energy, and it's up to us to make the most of it. Oh, we have a format for that too.

Learning Objectives

1. Using the PRM, the participant will gain knowledge of the definitions of the stages of the life cycle of a facility, the activities and documents produced during each stage, and the team member responsible for each stage
2. Understand the composition and responsibilities of each of the four basic project teams who come together in a project
3. In examining OmniClass, Uniformat, and Masterformat, the participant will understand their basic structure and the primary ways in which they are utilized in construction documents
4. Upon defining the basic roles of the Drawings vs. Specifications, the participant will be able to standardize and coordinate the Construction Documents into a more collaborative, effective, and productive product
5. Understand the basics of Sustainable Design and where to find reliable information

Credit:

• 0.1 CSI CEUs
• 1.0 AIA LUs
• HSW

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Planning your dive and diving your plan: How do we prepare for the expensive and time consuming construction process? Whether you call it programming, planning or pre-design this process of identifying goals, collecting and analyzing information and testing the concepts developed by this process, provides a framework for project feasibility, design decisions, operational procedures.

This session examines this process and introduces the relationship between the owner, the contractor and the architect/engineer and how that relationship can shape our decisions about time, cost, and extent of the work all of which we will find are defined in the contracts that get written and the documents produced.

Learning Objectives

1. Understanding the basic components defining a project, why they are performed, and who is responsible for completing them will greatly enhance the programming, planning, and pre-design processes
2. Participants will learn how prerequisites to the design process including budgeting, scheduling, programming, and site investigation help to develop the Project conception
3. Participants will discover how preliminary studies affect the feasibility, site and economic impact, construction budget, scheduling, and delivery of the Project
4. Define the decisions and factors affecting services and documentation required including contract types, delivery methods, team selection, and commissioning

Credit:

• 0.1 CSI CEUs
• 1.0 AIA LUs
• HSW

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Pick your poison: The choice of project delivery method affects the relationship between the participants on the project team. How the participants will work together and the benefits and limitations of each of the project delivery methods and the contractual relationships between each of the participants are discussed in this session. The basics of selecting team members and the documents used to evaluate qualifications are also discussed. Project commissioning a more recent wrinkle in project delivery is introduced.

Learning Objectives

1. Learn how decisions about the project delivery method affect the relationships between participants on the project team and how the participants will work together to design and construct a facility
2. Understand the benefits and limitations of each of the project delivery methods and the contractual relationships between each of the participants
3. Project Delivery and the decisions and factors affecting services and documentation required including contract types, delivery methods, team selection, and commissioning
4. Understand the basics of selecting team members and the documents used to evaluate qualifications
5. Understand the scope of total project commissioning and how it is carried out

Credit:

• 0.1 CSI CEUs
• 1.0 AIA LUs
• HSW

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Designing a better mouse trap: Planning and project delivery method choice prepare us for design. In session 4 the activities and deliverables of each phase of design are discussed. These deliverables as documents can be assembled and organized using the formats introduced earlier. Design considerations ranging from regulatory to aesthetic have an affect upon design as do increasingly important sustainable considerations.

During design, good decisions on complex systems rely on good quality assurance and quality control (QA & QC)as well as accurate models of first cost and life cycle cost. If the team cannot completely define the cost or scope of work, allowances and alternates give us ways of managing the unknown. The coordination of design decision documentation is discussed as well.

Learning Objectives

1. Define the three distinct phases of design as occurring in schematic design, design development, and construction documents
2. Understand the activities and deliverables of each design phase through the development of basic forms and identifying required functions, elements, systems, and subsystems
3. Understand how UniFormat can organize construction information into a standard order or sequence on the basis of systems and assemblies
4. Understand procedures for evaluating completed activities & elements of the design for conformance with the requirements
5. Discover how coordination of the documents reduces errors, omissions, duplications, and inconsistencies

Credit:

• 0.1 CSI CEUs
• 1.0 AIA LUs
• HSW

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Putting it all together by taking it all apart: The result of the design process is, a stack of paper, or directory of pdfs, or perhaps a Building Information Model (BIM) stored in "The Cloud." However it is documented, it must be procured, contracted and built. In this session we explore the process of assembling procurement and contract documents and how they are both modified. The construction documents as a whole can be parsed out into a variety of document types. Documents used to: procure, construct, modify, contract, specify, graphically represent and provide reference, are combined in different ways depending upon need. These documents and how they are contracted define the rights and responsibilities of the parties involved.

Learning Objectives

1. Understand how the construction documents define the rights of, responsibilities of, and relationships between the parties
2. Understand the benefits of the standard documents created by the AIA, EJCDC, and DBIA
3. Understand the recommended order of information and documents in a project manual
4. Understand the procurement requirements for bidding and the types of information included in an invitation to bid and advertisement to bid, instructIons to bidders, and proposals
5. Understand which pieces of information are included in the agreement, how the agreement defines relationships and obligations between the signers, and how it binds together the other documents that make up the contract documents

Credit:

• 0.1 CSI CEUs
• 1.0 AIA LUs
• HSW

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Jump in with both feet and all 50 Divisions: In this session a closer look at the organization of the specifications will reveal a hierarchy that begins in the Contract and General Conditions and is carried into the organization of the section itself. The types and organization of traditional drawings are discussed and formats and standards developed to help us organize these are explored. BIM modeling as a new paradigm for the generation of graphical representation by database query is introduced.

Learning Objectives

1. Learn the importance of specifications by understanding the basic steps in developing specifications, including procedural decisions, format, method, and language of specifications
2. Through exploration of MasterFormat, the participant will how it is organized, and how SectionFormat is used to lay out a consistent and logical organization of titles
3. Participant will become familiar with Division 01 and how it relates to other documents including the procurement requirements, contracting requirements, specifications, and contract drawings
4. In defining the concept of the U.S. National CAD Standard, the participant will develop an understanding of the role and function of the CAD Layer Guidelines and the CSI Uniform Drawing System; and generally what each of them addresses.
5. A review of the AIA IPD Guide and the GSA BIM Guide to gain an overall perspective of what these developments mean

Credit:

• 0.1 CSI CEUs
• 1.0 AIA LUs
• HSW

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How to build a better specification: The relationship of the drawings and specifications is emphasized and the different types of specifying and language use in specifications are examined. The anatomy of the specification section itself and the formats used to help us organize this information are discussed. This session also explores how procurement and contract documents are changed, and finally, warranties and insurance in construction are concepts that are inherent throughout the construction documents they are discussed here.

Learning Objectives

1. Explain how procurement and contract documents are changed
2. Define the relationship of the drawings and specifications
3. Examine the different types of specifying and writing specifications
4. Outline the principles for the coordination of drawings and specifications
5. Hierarchy of detail in documents
6. Formats used to organize written information

Credit:

• 0.1 CSI CEUs
• 1.0 AIA LUs
• HSW

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Buying the farm. (priced accordingly): How we procure the material and labor to construct the facility varies with the type of delivery method. How the price is quoted, and what types of other construction costs and considerations are important are discussed as are the traditional methods of information distribution. The signing of the contract, usually on a standardized form, stops procurement and addenda but begins the actual construction of the project.

Product substitutions can alter the design and the final facility the options for substitutions are discussed and contract modifications are reinforced one more time at the end of this session.

Learning Objectives

1. Through the concepts of pricing, participants will learn the pricing considerations for the various project delivery methods; the bidding, negotiating, and subcontracting processes
2. Understand the considerations in control and distribution of information during the procurement process
3. Explanation of the Project Delivery Method and the relationship to Procurement Process
4. Understand the purpose of addenda, when they are used, procedures for issuing addenda, and the correct format and content for an addendum, and the difference between addenda and change orders

Credit:

• 0.05 CSI CEUs  (must be combined with Session 11 credits)
  
• 0.5 AIA LUs  (must be combined with Session 11 credits)
• HSW

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No, No. Now tell me what you really did: With the signing of the contact, the contractor takes center stage and the documents so carefully created and "formatted" are now put to the test. Submittals remain one of the primary ways the contractor has of telling the owner that they intend to buy and build what they said they were going to buy and build. These important documents are discussed, as are the basic lines of communication between the parties. These lines vary depending upon the delivery method. Site visits, observation and inspections and regular meetings are another way of documenting "What's going on out there" these are explored and the roles and responsibilities of the parties during construction administration (CA) are defined.

Although not yet fully integrated into the certification exam a brief discussion of contract modification in Integrated Project delivery (IPD) and BIM decision making are touched upon.

Learning Objectives

1. Learn the importance of submittals by understanding the administrative and procedural requirements governing submittals during the construction stage, and contained in the conditions of the contract and Division 01 - General Requirements
2. Participants will learn the names and definitions of the various types of (submittal) documents, and who is responsible for completing, reviewing, and approving them, and the appropriate timing of each
3. In studying the AIA A201 or EJCDC C-700, participants will define the basic lines of communication
4. Become familiar with substitutions during construction, the general considerations related to substitutions, and the process for making and responding to substitution requests
5. Understand the roles and responsibilities of different parties during construction

Credit:

• 0.1 CSI CEUs
• 1.0 AIA LUs
• HSW

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Time is money and "Do you want speed or accuracy"* The concepts of contract time, payment and Quality Assurance and Quality Control are explored in this session as are procedures for those little problems that can crop up during construction: uncovering the work, terminating the contract, solving disputes and claims. The session also introduces the concepts of bonds; these help protect the owner from monetary failure or failure to perform on the part of the contractor.

*Act I scene 1: The Odd Couple

Learning Objectives

1. Understand what contract time is, when it starts, what it measures, and where key dates are identified
2. Understand how construction-stage quality assurance and quality control relate to one another; the roles of the participants in ensuring quality; typical types of QA/QC procedures; how contract document provisions relate to quality requirements; and the importance of a team approach
3. In learning the different aspects of the construction phase, participants will learn the significance of progress payments, substantial and final completion, and final payment
4. Participants will learn who's responsible and the processes involved, in uncovering and correction of defective work, termination and suspension of contracts, claims and disputes, and construction bonds

Credit:

• 0.1 CSI CEUs
• 1.0 AIA LUs
• HSW

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"It ain't over 'til the fat lady sings." The role and responsibilities of the facility manager during project closeout and the impact facility management has in the ongoing operation of the facility are explored. Concepts surrounding the turning over and preparing to maintain the facility are examined including the Correction Period, the Operations & Maintenance manuals, and Facility Evaluations. Commissioning is explored in more detail after having been introduced in session 3

Learning Objectives

1. Learn the role and responsibities of the facility manager during project closeout and the impact facility management has in the ongoing operation of the facility
2. Understand the importance of the operations and maintenance manual and its use in operational strategies of a facility
3. Through the eyes of the facility manager, participants will learn the role record documents, O&M manuals, and building information modeling (BIM) play as a vital resource for the facility management
4. Know the purpose of commissioning; the general kinds of activities involved; the interrelationship between commissioning and sustainability objectives; and how commissioning relates to the ongoing quality of the facility's performance throughout its useful life

Credit:

• 0.05 CSI CEUs  (must be combined with Session 8 credits)
  
• 0.5 AIA LUs  (must be combined with Session 8 credits)
• HSW

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