Chapter 1.

Company organization and Quality Assurance

Program

1.1 Section Description and Use

1.2 Company Statement of Operations
1.2.1 Company Purpose
1.2.2 Operational Objectives
1.3 Organizational Structure and Corporate Staff Functions
1.3.1 Corporate Office
1.3.2 Project Management Staff and Functions
1.3.3 Operational Objectives
1.4 Organizational Charts
1.4.1 General Description
1.4.2 Corporate Organization Chart
1.5 Jobsite Structures – Large and Small Projects
1.5.1 General Description
1.5.2 Typical Project Organizational Chart - Large
Projects
1.5.3 Concept, Organizational, and Attitude
1.5.4 The Project Manager
1.5.5 The Superintendent
1.5.6 The Project Engineer
1.5.7 The Project Accountant
1.5.8 Planning and Scheduling
1.5.9 Project Management Services, Staff, and Support
1.6 Document Generation, Signing Authorities, and
Communication
1.6.1 Document Authority
1.6.2 Document Types and Signing Authorities

1.7 Business Development Approach and Project Participation

1.8 Marketing Services and Support
1.9.1 Market Ideals
1.9.2 Literature and Supplies
1.9.3 The Corporate Brochure
1.9.4 New letters
1.9.5 Business Cards
1.9.6 Contacts
1.9.7 Mailing list
1.9.8 Some Dos and Don’ts
1.9.9 Suggested Proposal Index

2.6 Field Labor Time Reporting

2.6.1 General
2.6.2 Field Payroll Report Form
 2.6.3 Procedure
2.6.4 Sample Field Payroll Report Form – Completed
Example
2.6.5 Sample Field Payroll Report Form – Blank Form
2.7 Administrative Time Reporting
2.7.1 General
2.7.2 Procedure
2.7.3 Sample Weekly Administrative Time Sheet –
Completed Example
2.7.4 Sample Weekly Administrative Time Sheet –
Blank Form
2.8 Project Administrative Activity List
2.8.1 General
2.8.2 Project Administrative Activity List
2.9 Expenses an Reimbursements
2.9.1 General
2.9.2 Allowable Items
2.9.3 Guidelines for Expense Reporting
2.9.4 Sample Expense Report – Blank Form

Chapter 2. Company and Project Administration

2.1 Section Description

2.4 Files and File Management

2.4.1 Overall File Structure
2.4.2 The Contract Documents
2.4.3 Set up and Maintenance of Plans, Specifications, and
Changes
2.4.4 General Project File
2.4.5 The Chronological File
2.4.6 Clarification/Change Log
2.4.7 Subcontractor Summary and Telephone Log
2.4.8 Jobsite Subcontractor Performance Summary and
Telephone Log
2.4.9 Submittal Log
2.5 Recovering a Letter Previously Mailed

Chapter 3 General Contracts

3.1 Section Description

3.1.1 General
3.1.2 The “Conduit” Principle
3.2 Contract Structures, Relationships, and the Contracting
 Parties
3.2.1 General
3.2.2 Contract Structures
3.2.3 The Letter of Intent
3.2.4 The Cost Plus a Fee Contract
3.2.5 Labor Rate Breakdowns – Journeyman Carpenter –
Regular Time and Premium Time
3.2.6 List of Equpment Proposed for Costs to be Reimbursed
3.2.7 The Cost Plus a Fee Contract with a Guaranteed
Maximum Price (GMP)
3.2.8 Qualification or Execlusion an Clarification Exhibit
3.2.9 Lump Sum, General Contracting (GC)
3.2.10 Construction Management (CM
3.2.11 Agency Construction Management (ACM)
3.2.12 Construction Management with Guarantted Maximum
Price (CM w/GMP)
3.2.13 Design-Builld
3.3 Responsibilities of the Contracting Parties
3.3.1 Section Description
3.3.2 General Responsibilities of the Owner
3.3.3 General Responsibilities of the Architect
3.3.4 General Responsibilities of the Contractor
3.3.5 The Pass-Through Principle
3.4 General Principles of Contracts as Applied to
Construction
3.4.1 General
3.4.2 Reasonable Expectations
3.4.3 Ambiguities Resolved Against to Construction
3.4.4 Right to Choose the Interpretation
3.4.5 Trade Custom
3.5 Key Principles of General Contracts
3.5.1 General
3.5.2 “General Scope of Work”
3.5.3 “Intent” vs. “Indication”
3.5.4 “Reasonable Review”
3.5.5 Disclosure of Patent Errors

3.5.6 “Performance” and “ Procedure” Specifications

3.5.7 Change Clause
3.5.8 Pass – Through Clause
3.5.9 Dispute Clause
3.5.10 Authority (Formal/Constructive)
3.5.11 Correlation of Contract Documents
3.5.12 Specification “ Boilerplate”
3.5.13 Force Majeure
3.5.14 Impossibility and Impracticability
 3.5.15 Termination
3.5.16 Notice
3.5.17 Proprietary Specifications
3.6 General Contract Bonds and Insurance
3.6.1 General
3.6.2 Bid Bonds
3.6.3 Performance Bonds
3.6.4 Payment Bonds
3.6.5 Insurance
3.6.6 Worker’s Compensation Insurance
3.6.7 Subcontractor Default Insurance
3.6.8 Controlled Insurance Programs(CIP)
3.7 Specification “Interpretation”
3.7.1 General
3.7.2 Application #1: Right and Duty
3.7.3 Application #2: Appeal to Higher Authority
3.7.4 Sample Letter to the Owner Regarding Specification
interpretation
3.8 Shop Drawing “Approval”
3.8.1 General
3.8.2 “Approval” Abuse
3.8.3 General Contractor Liability
3.8.4 Appropriate Contractor Action
3.8.5 Sample Letter #1 to the Owner Clarifying Shop
Drawing “Approval”
3.8.6 Sample Letter #2 to the Owner Clarifying Shop
Drawing “Approval
3.9 Equals and Substitutions
3.9.1 General
3.9.2 Typical Contract Treatment
3.9.3 Application
3.9.4 Perspective
3.10 Responsibility to “Coordinate”: Use and Abuse
3.10.1 General
3.10.2 Operative Definition
3.10.3 Coordination Drawing Guidelines
3.10.4 Sample Letter to Owner Regarding lack of Design
Coordination
3.11 The Schedule of Values
3.11.1 General
3.11.2 Principles
3.11.3 Letter of Detail
3.11.4 Defense against Price Adjustment Attempts
3.12 Requisitions for Payment and Contract Retainage
3.12.1 General
3.12.2 Maintenance of Billing Accuracy
 3.12.3 Correlation of Subcontractor Schedule of Values
with the General Schedule of Values
3.12.4 GC/Prime Contractor Retainage
3.12.5 Limit on Subcontractor Retainage
3.12.6 Substitution of Securities for Retainage
Acceleration of Work
3.13.1 General
3.13.2 Justifications for Constructive Acceleration
3.13.3 Types of Recoverable Acceleration Costs
3.13.4 Sample Letter #1 to the Owner Regarding
Constructive Acceleration
3.13.5 Sample Letter #2 to the Owner Regarding
Constructive Acceleration
Liqiudated Damages
3.14.1 General
3.14.2 Defination
3.14.3 Concepts and Clarifications
3.14.4 Technical Defenses and Considerations
Guarantees and Warraties
3.15.1 Definitions of Terms
3.15.2 Date of Begining Coverage
3.15.3 Express vs.Implied Warranties
3.15.4 Submission Dates
3.15.5 Form
3.15.6 Sample Subtrade Guarantee/Warranty Notification
Letter
3.15.7 Guarantee Period Checklist
3.15.8 Sample Letter to Owner Transmitting the
Guarantee Period Checklist
3.15.9 Sample Notifications of Pre-Punch List
Requirement

Chapter 4. Project Engineering

4.1 Section Description

4.1.1 Responsibilities of the Project Engineer
4.2 Trade Contracts and Subcontracts
4.2.1 General
4.2.2 Trade Contract/Subcontract Checklist
4.2.3 Review the Contract Documents Prior to
Negotiating
Subcontracts Agreements
4.2.4 Sub-contractors Negotiation Forms
4.3 Project Files
4.3.1 General
4.3.2 File Responsibilities of the Project Engineer
 4.3.3 Duplicate Files – Home and Field Offices
Subcontractor Summary and Telephone Log
4.4.1 General
4.4.2 Purpose
4.4.3 Procedure and Use
4.4.4 Sample Subcontractor Summary Form-Completed
Example
4.4.5 Sample Subcontractor Summary Form-Blank
Form
4.4.6 Sample Subcontractor Log Form-Completed
Example
4.4.7 Sample Subcontractor Log Form-Blank Form
4.5 Subcontractor/Suppliers Reference Form
4.5.1 General
4.5.2 Purpose
4.5.3 Procedure and Distribution
4.5.4 Sample Subcontractor/Supplier Reference Form
Transmittal From Letter Procedure and Use
4.6.1 General
4.6.2 Proper Use of the Transmittal Form Letter
4.6.3 Sample Letter of Transmittal-Completed Example
4.6.4 Sample Letter of Transmittal-Blank Form
4.7 Subcontract and Purchase Order Distribution Procedure
4.6.5 General
4.6.6 Procedure
4.6.7 Sample Subcontract/Purchase Order Transmittal
Form Letter-Completed Example
4.7.4 Sample Subcontract/Purchase Order Transmittal
Form Letter-Completed Example
4.7.5 Subcontract/Purchase Order Distribution
Flowchart
4.7.6 Telephone Quotes
4.7.7 Telephone Quote Checklist
Subcontractors Schedule of Values
4.8.1 General
4.8.2 Time Submission
4.8.3 Correlation with the General Schedule of
Values/Requisition
4.8.4 Level of Detail
4.8.5 Sample Subvendor Schedule of Values/Requisition
for Payment Form
4.8.5.1 Sample Subvendor Schedule of
Values/Requisition for
Payment Form- Completed Example # 1
4.8.5.2 Sample Subvendor Schedule of
Values/Requisition for
 Payment Form- Completed Example # 2
4.8.5.3 Sample Subvendor Schedule of
Values/Requisition for
Payment Form- Completed Example # 3
4.8.5.4 Sample Subvendor Schedule of
Values/Requisition
For Payment Form-Blank
4.8.6 Sample Subvendor Schedule of
Values/Requisition for Payment Form Letter
4.8.7 Samples Subvendors Schedule of Values
Approval/Rejection From Letter
Shop Drawing and Submittal Management
4.9.1 Operating Objectives of the Project Engineer
4.9.2 Submittal Log
4.9.3 Submittal Log Procedure
4.9.4 Sample Submittal Log Form-Description of Terms
4.9.5 Sample Submittal Log Form-Completed Example
4.9.6 Sample Submittal Log Form-Blank Form
Submittal Requirements and Procedures
4.10.1 Action Responsibilities
4.10.2 Submittal Responsibility
4.10.3 Sample Letter to Subcontractors Reagarding
Submittal Requirements
4.10.4 Submittal Review Checklist
4.10.5 Sample Form Letter to Subcontractors Regarding
Shop
Drawing Resubmittal Requirements
4.10.6 Reproduction of Submission-Subvendor
Responsibility
4.10.7 Sample Reproduction Backcharge Notice Form
Letter
4.11 Subcontractor Delivery Requirements
4.11.1 General
4.11.2 Expediting Subcontrators/Supplier Fabrication
And Delivery Schedule
4.11.3 Sample Subcontractor/Supplier Delivery
Requirements Form Letter
Request for Infromation
4.12.1 General
4.12.2 Use of the RFI From Letter

4.12.3 Sample Request for Information (RFI) Form

Letter-Completed Example
4.12.4 Sample Request for Information (RFI) Form Letter
–Blank Form
4.12.5 Use of the RFI Tracking Log
 Project Meetings
4.13.1 General
4.13.2 Meeting Purpose
4.13.3 Dat and Time
4.13.4 Location
4.13.5 Participants
4.13.6 Subcontractor Participation
4.13.7 Sample Letter to Subcontractors Regarding
Mandatory
Job Meeting Attendance
4.13.8 Sample Letter to Subcontractors Regarding Lack
Of Job Meeting Attendance
4.13.9 Meeting Action Rules
4.13.10 Meeting Minutes
4.13.11 Sample Job Meeting Minutes Form-Pages1
and 2
4.13.12 Sample Meeting/Converstion Record Form
4.13.13 Meeting Agendas
4.13.14 Sample Letter Confirming a Special
Meeting
Preparing for Projects C;ose –Outs at Project Start-up
4.14.1 Starting off an the Right Foot-A Review of the
Contractor with the Owner
4.14.2 A Review of the Specifications
4.14.3 Punchlist and Warranty Items
4.14.4 Attic Shock and Spare Parts
4.14.5 Material Safety Data Sheets (MSDSs)
4.14.6 Subcontractors Responsitbilities
4.14.7 A Protocol for Submission of Changes
Orders,Premium Costs,Winter Conditions
Securing Lien Waivers
4.15.1 General
4.15.2 Full versus Partial Waivers of Lien
4.15.3 Security Subvendors Lien Waivers
4.15.4 Sample Letter to Subcontractors/Suppliers
Regarding Failure to Provide Lien Waivers
Securing Subvendors Certified Payroll Reports
4.16.1 General
4.16.2 Example Certified Payroll Report Form
4.16.3 Payroll Liabilities on Construction Projects
4.16.4 Sample Letter to Subcontractors Regarding
Delivery of Certified Payroll Reports Forms
4.16.5 Sample Letter to Subcontractors Regarding
Delivery of Lien Waiver Forms and Certified
Payroll Reports Forms
Backcharges
 4.17.1 General
4.17.2 Conditions of the Backcharge
4.17.3 Backcharge Procedure
4.17.4 Use of Backcharge Notice Form Letter
4.17.5 Sample Backcharge Notice Form-Letter-
Completed Example
4.17.6 Sample Backcharge Notice Form-Letter- Blank
Form
4.17.7 Use of Backchrge Summary Log
4.17.8 Sample Backcharge Summary Log - Completed
Example
4.17.9 Sample Backcharge Summary Log – Blank Form
4.17.10 Site Cleanup-A Special Case
4.17.11 Sample Letter to Subcontractors Regarding
Disregard for Finishes
The Punchlist: Expediting Final Completion
4.18.1 General
4.18.2 Sample Letter to the Architect Regarding
Substantial
Completion and Punchlist Review
Punchlist Review and Distribution Procedure
4.18.4 Sample Punchlist Notification Form Letter #1
4.18.5 Sample Punchlist Notification Form Letter #2
4.18.6 Sample Punchlist Notification Form Letter #3
4.18.7 Sample Notice of Supervisory Costs for Late Final
Completion
Securing Subcontractor/Supplier Guarantees and
Warranties
4.19.1 General
4.19.2 Procedure
4.19.3 Sample Request For Guarantees/Warranties Form
Letter # 1
4.19.4 Sample Guarantee/Warranty “Second Request
“Letter
4.19.5 Sample Final Notice to Subvendors to Provide
Guarantees/Warranties
Subvendors Performance Evalutaion
4.20.1 Use of Subvendor Performance Evaluation Form
4.20.2 Sample Subvendor Performance Evaluation
Report-Completed Example
4.20.3 Sample Subvendor Performance Evaluation
Report-Blank Form
Project Close-Out Checklist
4.22 Productivity
4.22.1 Section Description
4.22.2 Factors Affecting Productivity
 4.22.3 Sample Checklist:Factors Affecting Labor
Productivity
4.22.4 Productivity Improvement Self-Audit
4.22.5 Productivity Improvement Guide for
Construction Contracts

Chapter 5. Site Superintendence

CM scope
The Site Superintendent Function-Section
Description
Responsibilities of the Site Superintendent
Field Organization
Field Staff Consideration
Examples Field Staff Arrangements
Site Utilization Program
General
Program Components
Samples Site Utilization Plan
Field Office Mobilization
General
Establishing the Field Office And Facilities
Establishing Company Presence
Visitor Control
Sample Visitor Sign-in Form
Sample Jobsite Visitor Sign-In and General Release
Sample Visitor Sign-In Notice
5.6 Jobsite Administrative Mobilization
5.6.1 General
5.6.2 Construction Administration
5.7 Jobsite Mobilization Checklist
5.8 Subcontractor Summary and Jobsite Phone Log Book
5.8.1 General
5.8.2 Purpose
5.8.3 Procedure and Use
5.8.4 Sample Jobsite Sub vendor Summary Form –
Completed Example
5.8.5 Sample Jobsite Subvendor Summary Form –
Blank Form
5.8.6 Sample Telephone Log Form – Completed
Example
5.8.7 Sample Telephone Log Form – Blank Form
5.9 Daily Field Report
5.9.1 Description and Responsibllity
5.9.2 Purpose
5.9.3 Need for Proper, Consistent Attention
 5.9.4 General Procedure
5.9.5 Report Preparation Guidelines
5.9.6 Report Information Guidelines
5.9.7 Sample Daily Field Report Form – Completed
Example
5.9.8 Sample Daily Field Report Form – Blank Form
5.10 Equipment Use Release Form
5.10.1 General
5.10.2 Use and Procedure
5.10.3 Sample Equipment Use Release Form
5.11 Preconstruction Survey
5.11.1 General
5.11.2 Preconstruction Photographs
5.11.3 Preconstruction Video
5.11.4 General Verification of Existing Site
Information
5.11.5 Ajacent Properties
5.11.6 Sample Letter to Owner Regarding
Uranticipated Effects of Adjacent Properties
5.11.7 Verification of Grades, Elevations, and
Contours
5.11.8 Sample Letter to Owner Regarding
Discrepancies in Existing Grades and Elevations
5.11.9 Verifications of Existing Site Constructions
5.11.10 Sample Letter #1 to Owner Regarding
Changed Site Conditions – Simple Condition
5.11.11 Sample Letter #2 to Owner Regarding
Changed Site Conditions – Complex Condition
5.12 Field Engineering, Layout, and Survey Control
5.12.1 Responsibility, Organization, and
Description of Work
5.12.2 Baselines and Benchmark
5.12.3 Site and Building Layout and Procedure
5.13 Excavations – Special Precautions
5.13.1 General
5.13.2 “Call-Before-You-Dig”
5.13.3 Sample Notification Checklist Prior to
Proposed Excavation
5.14 Cutting Structural Elements
5.14.1 General
5.14.2 Sample Structural Modification
Authorization Form
5.15 Control of Materials Embedded in Concrete
5.15.1 General
5.15.2 Sample Concrete Placement Checklist and
Sign-Off Form
5.16 Construction Photographs
5.16.1 Description and Requirements
5.16.2 Regular Process Photographs
5.16.3 Special Situations
5.16.4 Use of Photograph Layout Form
5.16.5 Sample Photograph Layout – Completed
Example
5.16.6 Sample Photograph Layout – Blank Form
5.17 Managing Time and Material
5.17.1 General
5.17.2 Field Staff and Company Responsibility
5.17.3 T&M Procedure
5.17.4 Sample Letter to Subcontractors Regarding
T&M Submission Requirements
5.17.5 Sample T&M Form (Daily Report of Extra
Work)
5.17.6 Using T&M Records to Support Changes
and Claims
5.17.7 Sample Letter to Owner Regarding
Acknowledgment of Actual Work Performed
5.18 Field Purchases Procedure
5.18.1 General
5.18.2 Procedure
5.18.3 Sample Field Purchase Order Log
5.18.4 Sample Field Purchase Order Form
5.19 Winter Precautions
5.19.1 General
5.19.2 Subcontractor, General Contractor, and
Owner Responsibilities
5.19.3 Winter Precaution Checklist
5.20 As-Built Drawings
5.20.1 General
5.20.2 Procedure
5.21 The Site Superintendent as Project Leader
5.21.1 Section Description
5.21.2 Simple Expediting Techniques
5.21.3 Improving Supervisory Communication
5.21.4 Reducing Clerical and Administrative
Errors at the Jobsite
5.22 Hot Work Permit
5.22.1 Sample Hot Work Permit Form
5.23 Jobsite Equipment Use, Operation, and Maintenance
5.23.1 Section Use
5.23.2 Equipment Prestart, Operation, and
Maintenance
5.23.3 Sample General Equipment Safety
 Checklist
5.23.4 Sample Equipment Safe Operation
Checklist
5.23.5 Sample Prestart Inspection Checklist
5.23.6 Sample Equipment Service Safety
Checklist
5.23.7 Sample Equipment Fire Prevention
Maintenance Checklist

Charter 6. Safety and Loss Control

6.1 Section Description and Company Policy

6.1.1 Section Description
6.1.2 Construction Industry Safety Record
6.1.3 Top 10 Most Frequently Cited OSHA Standards
and Top 10 Most Serious Violations in 2005
6.1.4 Company Safety Policy
6.1.5 Sample Company Safety and Loss Control Policy
6.1.6 Sample Jobsite Safety Policy Notice
6.1.7 Sample Disciplinary action Policy and Procedure
for Safety Violations
6.1.8 Sample Safety Violation Warning Notice
6.2 Safety and Loss Control Responsibilities and Employee
Participation
6.2.1 Responsibilities Assignment
6.2.2 Company Safety Committee
6.2.3 Safety Committee Function and Objectives
6.2.4 Safety Committee Structure and Duties
6.2.5 The Safety and Health Manager
6.2.6 Responsibilities of the Senior Project Manager
6.2.7 Responsibilities of the Project Manager
6.2.8 Responsibilities of the Site Superintendent
6.2.9 Responsibilities of Job Foreman
6.2.10 Responsibilities of All Company Employees
6.2.11 Responsibilities of Subcontractors and Trade
Contractors
6.2.12 Responsibilities of the Architects, Engineers,
Owners, and Visitors
6.3 Jobsite Safety Program
6.3.1 Section Description
6.3.2 Sample Jobsite Safety Inspection Report Form
6.3.3 Jobsite Inspection Program
6.3.4 Field Safety and Loss Control Inspection
Procedures
6.3.5 Sample Jobsite Safety Inspection Report Form
6.3.6 Sample Jobsite Safety Planning Checklist
 6.3.7 Vendor Insurance
6.3.8 First Aid Kit
6.3.9 Safety and First Aid Training
6.4 Jobsite Safety Meetings
6.4.1 Section Description
6.4.2 Initial Project Safety Orientation Meeting
6.4.3 Regular Jobsite Safety Meetings
6.4.4 Weekly Tailgate Safety Meetings
6.4.5 Sample Tailagate Safety Meeting Topics and
Outlines
6.4.6 Sample Jobsite Safety Review Checklist
6.4.7 Jobsite Safety Inspections by Outside Officials
6.5 Accident Investigation, Reporting, and Records
6.5.1 Reporting Requirments
6.5.2 Investigation Requirements
6.5.3 Investigation Procedure
6.5.4 Sample Accident Investigation Report Form
6.5.5 Sample Accident Eyewitness Statement Outline

Chapter 7. Design-Build Project Administration

7.1 Section Description

6.5.6 Administrative Differences
6.5.7 Institutional Changes
6.5.8 Licensing and Legal Issues
6.5.9 Liability, Bonding, and Insurance Issues
6.5.10 Contract Provisions Unique to Design-
Build
6.5.11 Administration of the Design-Build
Contract
7.2 Creating the Design-Build Team
7.2.1 Formation of the Team
7.2.2 Financial Strength
7.3 Consideration of a New Business Entity
7.3.1 The Partnership
7.3.2 The Corporation
7.3.3 The S Corporation
7.3.4 The Limited Liability Corporation (LLC)
7.3.5 The Joint Venture
7.4 Creating the Design-Build Team
7.4.1 The Teaming Agreement
7.4.2 AGC’s Document No. 499
7.4.3 AGC Document No. 499 – Standard Form of
Teaming Agreement for Design-Build Project
7.4.4 Teaming Agreement Part 1 or Part A
7.4.5 Teaming Agreement Part 2 or Part B
7.4.6 The Contract Format between Owner and Design-Builder
7.5 The Bridging Approach to Design
7.6 Extracting the Owner’s Program
7.6.1 AGC Document No. 410 – Standard Form of
Design-Build Agreement and General
Conditions between Owner and Design-Builder

7.7 Design-Build Projects in the Public Sector

7.7.1 Requests for Proposals
7.7.2 The Two-Part Public Works RFP
7.8 The Evaluation Process
7.9 Safety Issues
7.9.1 The Safety Program
7.10 Quality Issues

Chapter 8. The Preparation and Processing of Change Orders

QS scope
8.1 Section Description
8.1.1 The Contract Specifications
8.2 Contract-Related Change Order Provisions
8.2.1 Time Required for Submission of Proposed
Change Orders
8.2.2 Allowable Overhead and Profit on Change Order
Work
8.2.3 The “Should Have Known” Provision
8.2.4 Provisions Unique to a Cost Plus GMP Contract
8.3 Presentation of the PCO or COR must be Clear and
Concise
8.3.1 Defining Scope Change
8.3.2 Scrutiny of Accompanying Subcontractor
Proposals
8.3.3 Labor Rate Breakdown with Questionable
Increases for Premium Time
8.3.4 Labor Rate Breakdown with Clearly Defined
Increases for Premium/Double Time
8.3.5 Sufficient Cost Information to Allow for a
Prompt Review
8.4 Conditions That Create Change Orders
8.4.1 Errors and Omissions
8.4.2 Unforeseen Subsurface and Concealed
Conditions
8.4.3 Differing Conditions
8.4.4 Drawing Coordination Problems
8.4.5 Sample Notification to Architect of Coordination
Problems
8.4.6 Sample Letter to Architect with Specific
 Drawing Coordination Problems
8.4.7 Sample Letter Advising Architect/Owner of
Coordination Problems
8.4.8 Delays in the Construction Process
8.4.9 Sample Letter Advising the Architect or Owner
of a Delay Due to Shop Drawings or
Nonresponse to RFI
8.4.10 Acceleration of the Project
8.4.11 Sample Letter Responding to an Architect or
Owner’s Request to Accelerate
8.4.12 Change in Conditions
8.4.13 Winter Conditions and Other Weather-Related
Matters
8.4.14 Request by the Owner for Premium Time Work
8.4.15 Sample Authorization to Proceed with Premium
Time Work
8.5 Types of Change Order Requests
8.5.1 Review the Contract as a First Step
8.5.2 Unit Price Change Orders
8.5.3 Minor No Cost/Time Impact Change Orders
8.6 Costs to be Considered When Assembling a Change Order
8.6.1 Direct Costs
8.6.2 Indirect Costs
8.6.3 Impact Costs
8.7 The Construction Change Directive (CCD)
8.7.1 Purpose of the Construction Change Directive
8.7.2 How a CCD Is Initiated
8.7.3 Sample Letter Initiating a Construction Change
Directive
8.7.4 Allowable Costs in a CCD
8.7.5 Advantages of the CCD
8.8 Roadblocks to Acceptance of Change Orders
8.8.1 The Owner’s Perspective
8.8.2 The Architect’s and Engineer’s Perspective
8.8.3 The Contractor’s Perspective
8.8.4 The Solution
8.8.5 Quantum Meruit and Unjust Enrichment

Chapter 9. Progress Schedules and Funds Analysis

PM scope schedulers and QS
9.1 Managing Schedules
9.1.1 Concepts and Section Description
9.1.2 Construction Tool or Contract Compliance?
9.1.3 Company Responsibilities
9.1.4 Subcontractor and Trade Contractor Responsibilities
9.2 Schedule Types and Uses
9.2.1 General
9.2.2 Bar Charts
9.2.3 CPM/PDM
9.2.4 Logic Diagrams
9.2.5 MOST
9.3 Schedule Preparation and Development
9.3.1 General Procedure
9.3.2 Schedule versus Contract End Dates
9.4 Baseline Schedule Distribution and Final Confirmation
9.4.1 Final Baseline Schedule Confirmation
9.4.2 Sample Letter to Subcontractors and Suppliers Regarding
Baseline Schedule Confirmation
9.4.3 Sample Letter to Subcontractors and Suppliers
Regarding Baseline Schedule Final Release
9.5 The Cash-Flow Projection
9.5.1 General
9.5.2 Preparation
9.5.3 Procedure
9.5.4 Example Cash-Flow Preparation Worksheet
9.5.5 The S-Curve
9.5.6 Comparison of Actual to Projected Cash Flow
9.5.7 Comparison of Cash Progress with Activity Progress
9.6 Schedule Updating Considerations
9.6.1 General
9.6.2 Scheduling Approach
9.6.3 Sample Schedule Analysis/Evaluation Report
9.6.4 Sample Delay Letter #1 to Subcontractors
9.6.5 Sample Delay Letter #2 to Subcontractors

Chapter 10. Green Buildings and Sustainability

10.1 Introduction
10.2 USGBC and LEED
10.3 LEED Component
10.4 Sustainable Construction
10.5 Basic Sustainable Construction Goals for Site and
Building
10.6 The National Renewable Energy Laboratory (NREL) –
Lessons Learnt
10.7 What Are Green Building Premium Costs and What Are
the Potential Savings?