INTD 3502 Week 3 Site Studies PDF

INTD 3502 Site Studies Class / Week 3 Claudina Sula Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 1 INTD 3502 – Site Studies...

INTD 3502 Site Studies Class / Week 3 Claudina Sula Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 1 INTD 3502 – Site Studies Topics for Today – Week 3 Lesson – Tenders / Bidding Phase Technical report writing Introduction to Assignment #1 https://www.dreamstime.com/new-home-under-construction-man-hand-pen- reviewing-financing-checklist-single-family-house-closing-documents-folder- image176373288 Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 2 INTD 3502 – Site Studies Week 3 Tendering | Bidding Phase Based on the assumption that the Construction Documents are complete – ready to go to the next phase – project is ready to issue for tender. Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 3 INTD 3502 – Site Studies https://www.google.com/search?sca_esv=ac7a73f1ec4543f9&rlz=1C1CHZN_enCA986CA986&sxsrf=ADLYWILnW_PBRIa2ht_dp03Bz9- a7WSsKA:1737485739134&q=what+is+the+bidding+phase+of+a+project&udm=7&fbs=AEQNm0Aa4sjWe7Rqy32pFwRj0UkWd8nbOJfsBGGB5IQQO6L 3J7pRxUp2pI1mXV9fBsfh39Jw_Y7pXPv6W9UjIXzt09-Y-RVsUQytO3H9U9unQ4zjSmyc1am7RU9IOaZeZLN- vxqOLRVgtOkNIBInceOOInHD1Vy8A8dMZkK6qsEDDgBo37uamqwPID1ktpoxri6hURFY- RftoYl5J3cAxl4SOYvmGkrX6Q&sa=X&ved=2ahUKEwic96HivoeLAxXaFjQIHc6vKToQtKgLegQIEBAB&biw=1920&bih=911&dpr=1#fpstate=ive&vld=cid:e0 8dd422,vid:R9bCCcRhP0M,st:0 Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 4 INTD 3502 – Site Studies Week 3 Tendering | Bidding Phase Prior to issuing the construction documents, designers should complete a QA/QC (Quality Assurance / Quality Control) review of all documents to ensure that they are complete and accurate Discuss, review and obtain approval from the Client to proceed. (Good practice to do this at the end of each phase of work) Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 5 INTD 3502 – Site Studies Tendering - Definition A 'tender' is the process of an entity/organization inviting suppliers to provide a formal written submission for a good or service. For construction works, the purpose of the tender is to select a contractor to construct the works based on the best value https://www.coe.int/en/web/kyiv/-/tender-for-procurement-of- for money. national-consultancy-services Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 6 INTD 3502 – Site Studies Tendering | Bidding Phase Typically, the client will issue the tender to bidders – the design team prepares the drawings and specifications. You are responsible for the integrity and accuracy of these documents. As a designer you have errors and omissions insurance however, this does not mean you should rely on it. Your reputation is at stake, you also represent the profession. Mistakes will happen deal with it professionally. Mistakes can be very costly to both you, your client and the contactor, not just financially but legally also. The last thing you need is a lengthy court case. Every time you make a mistake, it has an impact on your reputation. You live in a social media kind of world. Even if it’s a small mistake it can have a significant impact. Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 7 INTD 3502 – Site Studies Tendering | Bidding Phase It is important to become familiar in all aspects of design including site related activities on the construction site. Understand what the general contractor has to do in order to build your designs, which will assist with reducing any issues that may have a financial impact. Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 8 INTD 3502 – Site Studies Tendering | Bidding Phase Be ready to communicate the intent behind your designs, research and documentation - both in the drawings and specifications. It is important to provide complete drawings with well- resolved information – reduce ‘vague’ information. https://designeverest.com/lounge/article/why-quality- structural-drawings-are-important-for-your-project Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 9 INTD 3502 – Site Studies Tendering | Bidding Phase What may be clear to you is not necessarily to someone else. Get someone else to check your work. Pay attention to the language you use - how you say something. A good plan will yield good results. Cover all your bases. Today we are reviewing tenders of which there are many different kinds and continue to evolve. Prior to issuing a tender, clients will decide what kind of contract they choose to enter into with the contractor. Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 10 INTD 3502 – Site Studies Tendering - the Basis of a Contract… The basis of any contract or tender includes: An Offer and An Acceptance. (between Client/Owner and Contractor) https://businessfirstfamily.com/basic-construction-contract-elements/ Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 11 INTD 3502 – Site Studies Types of Construction Contracts Construction contracts are generally developed by the “CCDC” (Canadian Construction Documents Committee). https://www.ccdc.org/ Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 12 INTD 3502 – Site Studies Types of Construction Contracts Stipulated Sum (CCDC2) An agreement to perform work for a fixed price where all drawings and specifications are completed before tender. Shifts all liabilities from client to contractor (general contractor) The general contractor builds a markup into the price for overhead and profit and to cover contingencies. This method is a fixed price and is the most commonly use. Typically awarded to the low bidder (lowest price). This price has to include any addenda’s issued. CCDC means the Canadian Construction Documents Committee Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 13 INTD 3502 – Site Studies Types of Construction Contracts Cost Plus a Fee Contract (CCDC3) Is an agreement to perform work and to be paid for the actual cost of the work, plus a % or a fixed fee. This is used when the scope of work and cost cannot be clearly defined. Similar to what is called a “time and materials” contract. Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 14 INTD 3502 – Site Studies Types of Construction Contracts Unit Price (CCDC4) Agreement based on a unit price. For example – $700 is quoted for a door (supply and install) and if when all is said and done, you have 10 doors – unit price is applied to all 10 doors. Usually used for a repetitive type of material where quantities are subject to change. Subject to negotiations. Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 15 INTD 3502 – Site Studies Types of Construction Contracts Construction Management (CCDC5) Contractor enters into an agreement to provide site management, administrative and technical services. They oversee planning, design, construction from start to finish. Works with the owner and consultants of which Interior Designer can be one of them. Some drawings and specifications may be available other are still in production or being developed with the contractor/construction manager They tender the various parts of the project as they become available Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 16 INTD 3502 – Site Studies Types of Construction Contracts Construction Management cont’d. (CCDC5) Shop for best solutions Used for ‘fast track’ construction – time is of the essence. Contractor controls timeline, cost, quality. Quality is a priority over cost. Can get confusing as there are multiple contracts to be signed. Furniture can be part of construction management but does not have to be. Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 17 INTD 3502 – Site Studies Types of Construction Contracts Design Build (CCDC14) Contractor both designs and constructs the project according to Clients' requirements. The contractor who best suits the client intentions is selected. The contractor retains all consultants. Can be costly but timeline supersedes. Removes the ‘independence’ of the design team… Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 18 INTD 3502 – Site Studies Tender Documents Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 19 INTD 3502 – Site Studies Tender and Construction Documents Remember – your construction documents form part of the Construction Contract! Your involvement in the tender process will depend on your agreement with your Client – check your consultant contract. Often, providing design services at this stage is approximately 5% of your total fee. https://www.2020spaces.com/blog- interior-design-fees/ Humber | Faculty of Media, Creative Arts, 20 & Design | Bachelor of Interior Design INTD 3502 – Site Studies Invitation to Tender / Bid Can be done several ways depending on the size / type of project: Call three contractors. Call your in-laws (highly not recommended). Advertise in a construction news newspaper. Go public (government website MERX) Pre-qualify contractor and pick from your list (RFP, evaluation, select) Humber | Faculty of Media, Creative Arts, 21 & Design | Bachelor of Interior Design INTD 3502 – Site Studies Bid Documents Include the following: Invitation to bid Definitions (explains terminology) Instruction to bidders Bid forms General conditions Supplementary conditions Specifications (master format) Drawings (plan, elevations, sections, detail) and material and finishing schedules Addenda’s Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 22 INTD 3502 – Site Studies Bid Documents – Bidding Requirements Assists bidders in properly submitting bids. Includes bid forms to be filled out and signed. Includes instruction to bidders, bid forms, supplementary conditions, unit price schedules, alternatives, substitutions, proposed sub- contractors, addenda’s. Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 23 INTD 3502 – Site Studies Bid Documents – Contract The legal requirements of the contract are divided into 3 parts: Agreement General Conditions Supplementary conditions Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 24 INTD 3502 – Site Studies Bid Documents – Contract 1. Agreement Between owner and contactor, which are the legal terms of reference. Mutual and individual responsibilities, start and completion, financial obligations. Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 25 INTD 3502 – Site Studies Bid Documents – Contract 2. General Conditions Identifies all major and /or significant parties to the contract mutual or individual. It is the relationship, rights and responsibilities of the parties signing the contract and establishes how the contract is to be administered Also includes information related to: - Allowances - Payment - Changes in the work - Default notices - Dispute resolution - Protection of person and property - Indemnification (compensation for loss or damage, usually financial) Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 26 INTD 3502 – Site Studies Bid Documents – Contract 3. Supplementary Conditions Additional requirements to the general conditions which may or may not impact the contract. Administrative section – includes the non-legal procedural requirements directed to the contractor, site management, conditions, and activities, quality of material, material handling and storing. Submissions – due at a specific time and date Arbitration – process to resolve disputes which approaches a third party who is impartial and makes decisions. Mediation- a method of negotiating to try and resolve disputes, suggested solutions by a third party Addenda – additional information provided after invitation to bid, can also be drawings, and answer to questions from bidders. End of questions 5 days prior to closing Post tender addenda – comes in after submissions but before award Substantial completion – space is ready for use. There may still be deficiencies Insurance – everyone carries it, contractors, owners, designers Negligence – acts of carelessness that have negative consequences, then there are happy Humber | Faculty of Media, Creative Arts, mistakes & Design | Bachelor of Interior Design 27 INTD 3502 – Site Studies Bidding Process - Types of Bids Open – public tenders (MERX) government website Closed – private, by invitation only Bids can be based on anyone of the following three methods Low bid – focus is on price alone (ie. CCDC2 Stipulated Sum). Best value - is a combination of qualifications and price. Each submission is evaluated the top score then have the price added to the bids. Scoring methodology is included in the bid. Qualifications – based on qualifications, scoring methodology also included. Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 28 INTD 3502 – Site Studies Bidding Process - Bids and Pricing What you can also do as part of the pricing section is request: Separate prices - maybe budget is not final, you want to see how much something may cost before including it into the contract. Alternates – prices different material to compare costs. Cash allowances – reserves an amount of money, as client typically cannot provide enough detail for something and wants to create a level playing field. Once awarded the contractor has to provide his sub trade bids. Humber | Faculty of Media, Creative Arts, 29 & Design | Bachelor of Interior Design INTD 3502 – Site Studies Tender Process and Bonding Bonding – is an assurance that the costs, performance or labour and material will be covered in the event of default (by contractor). Bid bond – part of bidding process, guarantees that the successful bidder will complete the project. Performance bond – provided by an insurance company or bank to guarantee satisfactory completion of a project. Labour and material bond – more related to sub trades and the work they perform for general contractors. The subs have a contract with the general contractor. Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 30 INTD 3502 – Site Studies Bid Process Invited bidders have the right to withdraw, or just not submit, some will even submit but price so high they don’t get the project. If they bid and their bid is well below another bidder, the owner can sit down with them and ask the contractor to confirm if stand behind their bid. They may have miscalculated something and have the right to withdraw. https://www.botkeeper.com/blog/const Humber | Faculty of Media, Creative Arts, ruction-labor-cost-percent 31 & Design | Bachelor of Interior Design INTD 3502 – Site Studies Bid Process Bids can be disqualified for: Not signing all documents. Errors in submission. Not showing up at a mandatory site visit, or showing up too late. Late submission. https://www.botkeeper.com/blog/const Humber | Faculty of Media, Creative Arts, ruction-labor-cost-percent 32 & Design | Bachelor of Interior Design INTD 3502 – Site Studies Bid Process Documents are issued to ‘bidding’ companies (construction companies). Contractors respond – submit their bids. Owners review the bids. Designers may assist owners with the review of the bids. Owners choose the company that they want to work with. Contracts are then signed. Humber | Faculty of Media, Creative Arts, 33 & Design | Bachelor of Interior Design INTD 3502 – Site Studies Bid Process https://www.youtube.com/watch?v=3RPNRQsJZFc 34  Design Team tasks Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 35  Design Team tasks Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 36  Design Team tasks Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 37 INTD 3502 – Site Studies Assignment #1 Review document This is a ‘research’ assignment – review available and any other pertinent resources ‘Walk by’ and observe a construction site – identify any aspects of site safety visible from the public domain – do not enter the site! Implement good report writing techniques Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 38 INTD 3502 – Site Studies Technical Report Writing Use word processing software – easy to edit Individual pages should have a header/footer with the following key information: – Page number – Document title – Author Keep language succinct and to the point Sentences should be used to introduce the response. The detailed response may include bullet points. Add a title page Add a table of contents Cite references Use graphics – this should augment the report and assist with overall legibility Many reports will include an introduction, body of the report and conclusions If applicable add appendices and bibliography. Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 39 INTD 3502 – Site Studies Next week – Week 4: Mobilization lecture Remember – Quiz #1 Humber | Faculty of Media, Creative Arts, & Design | Bachelor of Interior Design 40