Preface xi Acknowledgments xiii Chapter 1 Introduction 1 1.1 Background 1 1.2 The Construction Specifications Institute 1 1.3 Reference Document 2 1.4 The Practice Guide Structure 3 1.5 Terminology 3 1.6 The Construction Product Representative 4 1.7 Project Life Cycle 5 Chapter 2 Product Representation 7 2.
1 Product Representation 7 2.2 Educational Background 7 2.3 Personal Characteristics 8 2.4 Proficiency 8 2.5 Forms of Representation 9 2.5.1 Manufacturers'' Employees 2.5.
2 Independent Sales Representatives 2.5.3 Distributors 2.5.4 Combined Forms of Representation 2.5.5 Other Forms of Representation 2.6 Working with the Project Team 12 2.
6.1 Owner Team 2.6.2 Design Team 2.6.3 Contractor Team 2.6.4 Supplier Team 2.
7 Communication Relationships 17 2.8 Contractual Relationships 18 2.9 Determining the Target Market 21 2.10 Developing Leads 22 2.11 Contacting Decision Makers 23 2.12 Product Information 24 2.12.1 Types of Information 2.
12.2 The Product Binder 2.12.3 Brochures and Loose Information 2.12.4 Audiovisual Materials 2.12.5 Electronic Media 2.
12.6 Product Data Collections 2.12.7 Samples and Mockups 2.12.8 Product Information 2.12.9 Filing Product Information 2.
12.10 Product Information Tracking Systems 2.12.11 Multiple Product Binders 2.12.12 Combination Binders 2.13 Loose Information 35 2.14 Distributing Product Information 36 2.
15 Product Presentations 36 2.15.1 Preparing for the Product Presentation 2.15.2 Presentation Guidelines 2.16 Calls 40 2.16.1 Cold Call 2.
16.2 Informational Update 2.17 Forms of Presentation 41 2.17.1 Consultative Presentations 2.17.2 Seminars 2.17.
3 Product Shows 2.18 The Sales Process 44 2.18.1 Participants 2.18.2 Manufacturer''s Employee Responsibilities 2.18.3 Independent Sales Representative Responsibilities 2.
18.4 Distributor Responsibilities 2.19 Activities and Deliverables 47 2.20 Summary 48 Chapter 3 Formats 49 3.1 Formats 49 3.2 Hierarchy of Formats 49 3.2.1 OmniClassTM 3.
2.2 UniFormatTM 3.2.3 MasterFormat® 3.3 SectionFormatTM 56 3.4 PageFormatTM 58 3.5 GreenFormatTM 58 3.6 Summary 59 Chapter 4 Project Team--Roles and Responsibilities61 4.
1 The Project Team 61 4.1.1 Owner Team 4.1.2 Design Team 4.1.3 Contractor Team 4.1.
4 Supplier Team 4.2 Project Participants 63 4.3 Project Team Participation 65 Chapter 5 Project Delivery 67 5.1 Introduction 67 5.2 Services 67 5.2.1 Design Services 5.2.
2 Construction Services 5.3 Factors Affecting Project Delivery 70 5.3.1 Owner''s Experience, Qualifications, andCapability 5.3.2 Extent 5.3.3 Time 5.
3.4 Cost 5.3.5 Number of Contracts 5.3.6 Form of Agreement 5.4 Project Delivery Methods and Services 82 5.4.
1 Design-Bid-Build 5.4.2 Design-Negotiate-Build 5.4.3 Construction Management 5.4.4 Design-Build 5.4.
5 Owner-Build 5.5 The Project Team 107 5.5.1 Selecting the Team 5.5.2 Selecting an A/E 5.5.3 Selecting a Contractor 5.
5.4 Selecting a Construction Manager 5.5.5 Selecting a Design-Builder 5.5.6 Partnering and Collaboration 5.5.7 Total Project Commissioning 5.
6 Summary 115 Chapter 6 Design Phase Activities 117 6.1 Introduction 117 6.2 Design Processes and Phases 118 6.2.1 Design Phases 6.2.2 Schematic Design 6.2.
3 Design Development 6.2.4 Design Variations 6.3 Design Considerations 121 6.3.1 Regulatory Requirements 6.3.2 Functional Requirements 6.
3.3 Sustainability Requirements 6.3.4 Aesthetic Requirements 6.3.5 Constructability Reviews 6.3.6 Budget 6.
4 Product Evaluation and Selection 132 6.4.1 Determining Priority of Product Selection 6.4.2 Establishing the Requirements 6.4.3 Performance Criteria 6.4.
4 Obtaining Product Information 6.4.5 Services That Product Representatives Provide to theDesign Team 6.4.6 Identifying Products 6.4.7 Product Selection 6.5 Quality 151 6.
5.1 Establishing Quality 6.5.2 Participants Affect Quality 6.5.3 Concurrent Quality Assurance/Quality Control Processes 6.6 Controlling the Variables 153 6.6.
1 Allowances, Alternates, and Unit Prices 6.6.2 Cash Allowances 6.6.3 Quantity Allowances 6.6.4 Alternates 6.7 Cost Estimating and Value Analysis 156 6.
7.1 Budgeting/Estimating 6.7.2 Balancing Costs Against Resources and Extent 6.7.3 Estimating Techniques 6.7.4 Schematic Design Estimates 6.
7.5 Design Development Estimates 6.7.6 Life Cycle Costs 6.7.7 Value Analysis 6.8 Schematic Design Documentation 163 6.8.
1 Use of Preliminary Project Descriptions 6.8.2 Drawings 6.8.3 Estimates 6.9 Design Development Documentation 167 6.9.1 Use of Outline Specifications 6.
9.2 Organization 6.9.3 Content 6.9.4 Design Team Coordination 6.9.5 Drawings 6.
9.6 Design Development Document Organization 6.9.7 Estimates Chapter 7 Construction Documents 173 7.1 Introduction 173 7.1.1 Construction Documents 7.1.
2 Providing Assistance with Drawings 7.1.3 Specifications 7.2 Methods of Specifying 175 7.2.1 Assisting with the Preparation of DescriptiveSpecifications 7.2.2 Assisting with the Preparation of PerformanceSpecifications 7.
2.3 Assisting with the Preparation of Reference StandardSpecifications 7.2.4 Assisting with the Preparation of ProprietarySpecifications 7.2.5 Compliant Document Review Program 7.3 Specification Language 186 7.4 Writing Style 186 7.
5 Vocabulary 186 7.6 Preparing Specifications 187 7.7 Specifying Workmanship 187 7.8 Drawing Trends 188 7.9 Terminology and Abbreviations 189 7.10 Responsibility for Coordination 190 Chapter 8 Procurement Phase Activities 191 8.1 Introduction 191 8.2 Pricing 192 8.
2.1 Purchasing 8.2.2 Project Funding 8.2.3 Pricing Considerations 8.2.4 Pricing Categories 8.
2.5 Competitive Pricing 8.2.6 Value Analysis of Proposed Substitutions 8.2.7 Pricing Under Design-Bid-Build Project Delivery 8.2.8 Pricing Under Design-Negotiate-Build Project Delivery 8.
2.9 Pricing Under Design-Build Project Delivery 8.2.10 Pricing Under Construction Management ProjectDelivery 8.2.11 Pricing Under Owner-Build Project Delivery 8.3 Project Information 199 8.3.
1 Distribution of Information 8.3.2 Control of Information 8.4 Bidding 203 8.4.1 General Considerations 8.4.2 Public Bidding Process 8.
4.3 Private Bidding Process 8.5 Negotiating 219 8.5.1 Participants 8.5.2 Procurement Documents 8.5.
3 Negotiation Procedures 8.5.4 Value Analysis of Construction Prices 8.6 Subcontracting 221 8.6.1 Subcontractor Prices 8.6.2 Subcontractor Issues and Concerns 8.
6.3 Bid Shopping 8.6.4 Subcontractor Bidding Environment 8.7 Award of Contract 222 8.8 Purchasing of Goods 223 8.8.1 General Considerations 8.
8.2 Participants 8.8.3 Documents 8.8.4 Processes 8.8.5 Purchasing-Cost Impacts and Concerns 8.
9 Agreements 231 8.9.1 Contract Form 8.9.2 Contract Terms 8.10 Summary 232 Chapter 9 Construction Phase Activities 235 9.1 Introduction 235 9.2 Construction 235 9.
2.1 Construction: A Team Activity 9.2.2 Team Approach 9.2.3 Benefits to Working as a Team 9.2.4 Obstacles to Working as a Team 9.
2.5 Team Building and Partnering 9.3 Understanding the Documents 240 9.3.1 Contract Documents 9.3.2 Drawings 9.3.
3 Specifications 9.4 Administering Construction Based on Delivery Methods 243 9.5 Contractor''s Project Manager 244 9.6 Roles and Responsibilities 244 9.6.1 Owner 9.6.2 Architect/Engineer 9.
6.3 Contractor 9.6.4 Subcontractors and Suppliers 9.6.5 Consultants 9.6.6 Authorities Having Jurisdiction 9.
6.7 Testing Agency Inspectors 9.6.8 Commissioning Agent 9.6.9 Product Representatives 9.6.10 Communication 9.
7 Preconstruction 257 9.7.1 Contractor''s Organization 9.7.2 Notice to Proceed 9.7.3 Contract Documents 9.7.
4 Preconstruction Submittals 9.7.5 Permits and Regulatory Issues 9.7.6 Preconstruction Meetings 9.7.7 Verification of Site Conditions 9.7.
8 Mobilization 9.8 Meetings 282 9.8.1 Procedures and Administration 9.8.2 Types of Meetings 9.9 Submittals 285 9.9.
1 Contract Documents 9.9.2 Pre construction Submittals 9.9.3 Construction Submittals 9.9.4 Closeout Submittals 9.9.
5 Submittal Preparation 9.9.6 Submittal Review 9.9.7 Participant Responsibilities 9.9.8 Record Keeping 9.9.
9 Processing Procedures 9.10 Site Visits, Observation, and Inspection 297 9.10.1 Contracting Requirements 9.10.2 Owner Responsibilities 9.10.3 A/E Responsibilities<.