The CSI Construction Contract Administration Practice Guide

306 Pages·2010·7.57 MB·English

by  Construction Specifications Institute

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The CSI Construction
Contract Administration
Practice Guide

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JJWWBBTT339922__CCSSII__FFMM..iinndddd iiii 1111//2244//1100 44::3355 PPMM
The CSI
Construction
Contract
Administration
Practice Guide
Construction Specifications Institute

John Wiley & Sons, Inc.
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Th is book is printed on acid-free paper. o
Copyright © 2011 by Construction Specifi cations Institute. All rights reserved
Published by John Wiley & Sons, Inc., Hoboken, New Jersey
Published simultaneously in Canada
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Library of Congress Cataloging-in-Publication Data:

Th e CSI construction contract administration practice guide / Construction Specifi cations Institute.
p. cm.
Includes bibliographical references and index.
ISBN 978-0-470-63518-6 (pbk. : alk. paper); ISBN 978-0-470-94015-0 (ebk); ISBN 978-0-470-94016-7
(ebk); ISBN 978-0-470-94017-4 (ebk); ISBN 978-0-470-95125-5 (ebk); ISBN 978-0-470-95144-6 (ebk)
1. Buildings–Specifi cations–Handbooks, manuals, etc. 2. Construction contracts–Handbooks, manuals, etc.
3. Letting of contracts–Handbooks, manuals, etc. 4. Construction industry–Management–Handbooks,
manuals, etc. I. Construction Specifi cations Institute.
TH425.C748 2011
692--dc22
2010031094
Printed in the United States of America
10 9 8 7 6 5 4 3 2 1
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Contents
Preface ix 3.7 Verification of Site Conditions 67
3.8 Mobilization 68
Acknowledgments xi
Chapter 4
Chapter 1
Meetings 71
Introduction to Construction
Contract Administration 1 4.1 Procedures and Administration 71
4.2 Types of Meetings 73
1.1 Construction 2
1.2 Construction as a Team Activity 2
Chapter 5
1.3 Understanding the Documents 7
Submittals 83
1.4 Administering Construction Based on
Delivery Methods 11
5.1 Contract Documents 83
1.5 Construction Contract Administrator 17
5.2 Preconstruction Submittals 84
1.6 Contractor’s Project Manager 18
5.3 Construction Submittals 85
1.7 Owner’s Project Manager 19
5.4 Closeout and Maintenance Submittals 90
5.5 Submittal Preparation 91
Chapter 2
5.6 Submittal Review 91
Roles and Responsibilities 21
5.7 Participant Responsibilities 96
5.8 Record Keeping 97
2.1 Owner 21
5.9 Processing Procedures 100
2.2 Architect/Engineer 24
2.3 Contractor 27
2.4 Subcontractors and Suppliers 29 Chapter 6
2.5 Consultants 30 Site Visits, Observations, and
2.6 Authorities Having Jurisdiction 31
Inspections 103
2.7 Testing Agency Inspectors 31
2.8 Commissioning Authority 31 6.1 Contract Requirements 104
2.9 Product Representative s 32 6.2 A/E Responsibilities 105
2.10 Communication 32 6.3 Contractor Responsibilities 109
6.4 Owner Responsibilities 110
Chapter 3 6.5 Authorities Having Jurisdiction 111
Preconstruction 37 6.6 Working Relationships 112
6.7 Conduct at the Project Site 112
3.1 Contractor’s Organization 37 6.8 Project Site Safety 112
3.2 Notice to Proceed 41 6.9 Defective and Nonconforming Work 113
3.3 Contract Documents 41 6.10 Delivery, Storage, and Protection of
3.4 Preconstruction Submittals 51 Products 115
3.5 Permits and Regulatory Issues 66 6.11 Progress Schedule Review 116
3.6 Preconstruction Meetings 67 6.12 Record Keeping and Reporting 117
v
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vi Contents
6.13 Establishing a Field Office 131 9.14 Project Site Safety 189
6.14 Record Documents 132 9.15 Contractor Record Keeping 191
6.15 Review, Analysis, and Evaluation 133
Chapter 10
Chapter 7 Claims and Disputes 201
Quality Assurance and
10.1 Introduction 201
Quality Control 135
10.2 Claims 202
7.1 Participants Affect Quality 135 10.3 Entitlement 204
7.2 Examples of Quality Assurance 136 10.4 Resolving Claims 206
7.3 Examples of Quality Control 137 10.5 Disputes 208
7.4 Concurrent Quality Assurance/Quality
Control Processes 138
Chapter 11
7.5 Quality Established by the Contract 139
Measurement and
7.6 Team Approach 140
Payment 213
11.1 Applications for Payment 214
Chapter 8
11.2 Payment Intervals 214
Interpretations and
11.3 Basis of Payment 215
Modifications 143
11.4 Contractual Responsibilities 216
11.5 Measurement 217
8.1 Interpreting Contract Documents 143
11.6 Schedule of Values 217
8.2 Contract Modifications 149
11.7 Application for Payment 219
8.3 Substitutions 165
11.8 Progress Payments 225
8.4 Feedback 171
11.9 Retainage 226
11.10 Withholding Payment 226
Chapter 9 11.11 Failure to Make Payments 227
Executing the Work 173 11.12 Liens 227
11.13 Liquidated Damages and Penalty/Bonus
9.1 Field Engineering 173 Clauses 230
9.2 Supervision of Construction 174 11.14 Substantial Completion, Partial Occupancy,
9.3 Coordinating Construction Activities 175 Final Acceptance, and Payments 230

9.4 Sequencing the Work 176 11.15 Final Payment 231
9.5 Scheduling the Work 177
9.6 Construction Means and Methods 177 Chapter 12
9.7 Product Delivery, Storage, and Handling 178 Project Closeout 233
9.8 Examination and Verification 181
9.9 Preparation 181 12.1 Participant Roles 233
9.10 Erection, Installation, and Application 182 12.2 Closeout Meeting 235
9.11 Cleaning and Construction Waste 12.3 Closeout 235
Management 185 12.4 Postconstruction Services 255
9.12 Protecting Installed Construction 187 12.5 Facility Evaluation 255
9.13 Testing and Inspection 188 12.6 Project Feedback 263
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Contents vii
Chapter 13 Chapter 14
Developing a Construction Summary 273
Contract Administration
Guide 265
Index 277

13.1 Benefits 265
13.2 Preparation 265
13.3 Production 265
13.4 Implementation 266

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