Chapter 13 of CSI Project Delivery Practice Guide (PDPG) continues with an overview of Construction, which are on the Construction Documents Technologists (CDT) Exam. This is a general summary of key terms and concepts. A more detailed resource is the CSI Construction Contract Administration Practice Guide, which is also a reference for another CSI certification exam, Certified Construction Contact Administration (CCCA).

There are two main categories:

• Construction Contract Administration (CCA)
• Construction Project Management (CPM)

Construction as Team Activity
Responsibility for oversight is with the architect/engineer (A/E After providing design services, the A/E usually continues to represent the owner during the construction stage.  

• Team Approach
  Know the benefits and obstacles to working as a team. Also understand the importance of team building and collaborative effort.
• Understanding the Documents
  • Contract Documents
    • Agreement
    • Conditions of Contract
    • Addenda affecting contract documents
    • Contract modifications, such as change orders and change directives
    • Drawings
    • Specifications
  • Drawings - Know types and which information is best shown in drawings, instead of specifications.
  • Specifications
• Administering Construction Based on Delivery Methods
  Again, just have basic understanding of this per project delivery method.
• Roles and Responsibilties
  Know what is required of different participants during the construction process.
  • Owner
  • Architect/Engineer
  • Contractor
  • Subcontractors and Suppliers
  • Consultants
  • Authorities Having Jurisdiction
  • Testing Agency Inspectors
  • Commissioning Authority
  • Product Representatives
  • Communication
    • Oral and Written Communication
    • Electronic Communication

Preconstruction

• Contractor's Organization
  • Award of Subcontractors
  • Purchase Orders
• Notice to Proceed (NTP)
• Contract Documents
• Preconstruction Submittals
• Permits and Regulatory Issues
• Preconstruction Meetings
• Verification of Site Conditions
• Mobilization - typically occurs after receipt of NTP and following proconstruction and site mobilization meetings

Meetings
Know basics of effective meetings - purpose, agenda, and time limit (PAL)

• Procedures and Administration
  These are typically defined in Division 01 of specifications, although additional requirements for meetings may be in Divisions 02-49.
• Types of Meetings

Submittals

• Contract Documents - outlines administrative and procedural requirements
• Preconstruction Submittals
• Construction Submittals
  • Action Submittals
    • Product Data
    • Shop Drawings
    • Samples
  • Informational Submittals
    • Coordination drawings
    • Certificates
    • Design and delegated design data
    • Test and evaluation reports
    • Manufacturer's instructions
    • Manufacturer's reports
    • Sustainable design reports
    • Qualitifcation statements
    • Construction photographs
  • Closeout and Maintenance Submittals
    • O&M data
    • Bonds
    • Special warranties
    • Record documents (shop drawings, record drawings and specifications, addenda, change orders, field orders, photographs)
    • Spare parts and materials (aka "attic stock")
    • Keying
• Submittal Preparation
• Submittal Review
• Participant Responsibilities
  Know the different responsibilities for subcontractors and suppliers, contractor, A/E, consultants, and owner.
• Record Keeping
  Submittal log should be maintained by both the A/E and the contractor.
• Processing Procedures
  Complete, accurate, and timely

Site Visits, Observations, and Inspections
Review PDPG - Chapter 13, pages 409-415.

Quality Assurance and Quality Control
Know definition of QA and QC and when each occurs on the project process.

Interpretations and Modifications

• Interpreting Contract Documents
  • Contract Document Relationships
  • Requests for Interpretations (RFI)
• Contract Modifications
  • Construction Change Process and Documentation
    • Written requests for change (not a directive to make a change) - proposal request, change order request, request for substitutions
    • Minor changes, change directives, and change orders
  • Minor Changes - those which do not affect contract sum or time
    • Architect's supplemental instructions (AIA)
    • Field Order (EJCDC)
    • Writtern interpretation or clarifications (EJCDC)
  • Change Directives - directs change to be made
    • Construction change directive (AIA)
    • Work change directive (EJCDC)
  • Change Orders
• Substitutions
• Feedback

Executing Work

Claims and Disputes

Measurement and Payment

Project Closeout

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