CDT Review - Chapter 11, Construction Documents

Chapter 11 of CSI Project Delivery Practice Guide (PDPG) continues with the key terms and concepts of Construction Documents, which are on the Construction Documents Technologists (CDT) Exam. This follows the design phase and includes any product decisions. Detailed discussion of project delivery was in Chapter 7.

The responsibilities of the participants on the design team are determined by the project delivery method used.
(PDPG - Chapter 11, p. 217.)

(Blogger's Note: If I had more time, I'd divide this into three or four separate posts called: Drawings, Specifications, Procurement Requirements, and Contracting Requirements.

Introduction
Of the standard documents mentioned in Chapter 5, below are those for project specifications and drawings: 

  • MasterFormat (R)
  • SectionFormat TM and PageFormat TM
  • UniFormat TM
  • U.S. National CAD Standard for Architecture, Engineering, and Construction (NCS), which includes the Uniform Drawing System (UDS)

Construction Documents 
Note Figure 11.1, which has the construction documents into two major groups of documents.
(Review this thoroughly.)
 

  • Procurement Documents
  • Contract Documents - consists of both written and graphic elements including: contracting requirements, drawings, and specifications
    • Contracting and Project Forms
      • Notice of Award
      • Agreement
      • Bonds - know definition of performance bond
      • Conditions of the Contract
        • General Conditions
        • Supplementary Conditions
      • Revisions, Clarifications, and Modifications
        • Precontract revisions - Addenda (typically issued before receipt of bids or proposals)
        • Clarifications and proposals
        • Contract modifications

Drawings
Know that these are graphic representations of the work noted in the contract. The term drawings is preferred over plans.
Review PDPG - Chapter 11, pages 222-247.

Specifications
Specifications define the requirements of products, materials, and workmanship. These are based on the contract and requirements for administration and project perfomance. Usually these are organized using MasterFormat (R) or UniFormatTM.
Review PDPG - Chapter 11, pages 247-315.

Contracting Requirements
These are legal documents, not specifications.
Review PDPG - Chapter 11, pages 333-344.

Procurement Requirements
These are instructions to the bidders. While not part of the contract, these are usually bonded with other written construction documents into a project manual.
Review PDPG - Chapter 11, pages 315-333.

Image Credit: Construction Specifications Institute
Figure 11.1, Graphic noting the difference and relation between procurement documents and contract documents.