Construction Document Literacy

This program was given on 5/11/2017 by Spencer Gales and Adam Hjorth.

Comments from attendees:

  • "Good program. Since the construction defect industry is constantly changing (but not) it is always helpful to stay on top of any of the new laws, procedures, etc. This presentation particularly was great since we read so many contracts, work orders, plans, bids and the like."
  • Program was informative and not overly technical."
  • "Very good background information for how a construction project is started and how it is run. I learned about terms I hear a lot, but was not always sure what they meant."
  • "I've been practicing construction for about 20 years, and it was very helpful in keeping perspective."

Introduction

Construction is a big business that constitutes approximately 10% of the U.S.economy. Oddly, there are very few professionals trained specifically in the field of construction. In this seminar, we will explain the fundamentals of building construction contracting, including the roles and responsibilities of the parties and the flow of documents and information. This is a generic and simplified framework to show the fundamental relationship of the parties in construction. In addition, since virtually no two projects are exactly alike, the framework can serve as a comparison to illustrate the differences in various project delivery schemes.

This presentation is for attorneys, adjusters, property managers, real estate agents, construction professionals and anyone involved in the construction or real estate business.

Learning Objectives

  1.  Orient the attendees to the construction process and provide the basic flow of a construction project, from design through completion, using our simplified Construction 101 approach.
  2. Summarize the DBSKCV Construction Management Method and use it to sort the 25 most important construction documents.
  3. Discuss each of the 25 most important construction documents and define each by author, recipients, length, key information and basics of use.

Program Outline

  1. Introduction
  2. Define
  3. Budget
  4. Schedule
  5. Contract
  6. Coordinate
  7. Verify
  8. Conclusion

The 25 Most Important Construction Documents

Organized by The DBSKCV CM Method

 

Define

1.     Plans 

2.     Specifications 

3.     Scope of Work 


Budget

4.     Budget (1 p)

5.     Estimate Summary & Details

6.     Schedule of Values 

7.     Expense Log/Register 

8.     Allowance Schedule


Schedule

9. Progress Schedule

 

(K) Contract

10.  Request for Bid and Project Manual 

11.  Addendum / Amendment 

12.  Agreement Between Owner and Contractor 

13.  Contract Amendment 

14.  General Conditions 

15.  Agreement Between Contractor and Subcontractor 

16.  Change Order 

17.  Purchase Order Request Form 


Coordinate

18.  Daily Log of Construction 

19.  Meeting Agenda & Minutes 

20.  Players List / Project Directory 


Verify

21.  Application For Payment 

22.  Release of Lien 

23.  Punch List 

24.  Certificate of Insurance  

25. Inspection Documentation