Project lifecycle and contract documents · Lesson 1 of 4

Project lifecycle and contract documents: principles and terminology

The steps of a flashing job, the three delivery methods, what counts as a contract document, the terms shop drawing, RFI and change order, where flashing lives in MasterFormat, and where AFS fits.

You will be able to: Place a flashing job on the project lifecycle, name who signs with whom, define the core contract-document terms, find flashing in the specification numbering, and say where AFS sits and what a contract cannot move.

15 min · 12 slides · 13 questions

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Slide 1 of 12

Seven steps of a flashing job

This course draws a flashing job in seven steps: design, bid or negotiate, award, buyout and submittals, fabrication and delivery, installation, then closeout and warranty.

GSA's design and construction policy says quality outcomes are determined in a project's early phases.

Treat the order as a map, not a schedule.

Sources

Design and Construction Excellence Policies and Procedures (issued November 17, 2022) - U.S. General Services Administration (via the Whole Building Design Guide)

Glossary

Contract Documents: In the University of Texas System's general conditions, the documents identified as a component of the agreement between owner and contractor, which may include drawings, specifications, the general conditions and pre-bid addenda. Other contracts word this differently.
Shop Drawings: In the UT System general conditions, drawings, diagrams, schedules and other data prepared by the contractor or its agents that detail a portion of the Work. A fabricator's drawing of a flashing piece is this kind of document.
Request for Information (RFI): In the UT System general conditions, a written request by the contractor for clarification of the Contract Documents or for direction on information that may be omitted from them.
Change Order: In the UT System general conditions, a written modification of the Contract signed by the owner, the contractor and the architect/engineer.
Design-build: A delivery method in which the owner contracts with a single entity for both design and construction; GSA describes it as relying on a single point of responsibility.
Section 07 62 00: The MasterFormat section titled Sheet Metal Flashing and Trim, in Division 07, Thermal and Moisture Protection.