This presentation will help project managers and designers prepare the necessary information required for department and local public agency contracts with regard to the Standard Specifications and any necessary special provisions. Attendees will be provided examples of the proper way to present a Unique Special Provision, including things to avoid and questions to ask, in order to adhere to legal, moral, and ethical construction standards

Russell, Melissa

Trammell, Scott

English

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Scott Trammell, P.E.Construction Specifications EngineerandMelissa Russell, EstimatorMarch 06, 2018Principles of Writing Construction Specifications and Special ProvisionsStandard Specifications1. Do good work.2. Use good stuff.Ask……Where do we start?Questions to ask concerning Unique Special Provisions1. Is it covered in the Standard Specifications? If so, do you still need the USP?2. Does it conflict with the current Standard Specifications?The USP should complement, not conflict, with the Standard Specs.3. Do we have an existing special provision, recurring or unique, that addresses the same matter?          Can you use that instead?4. Does it define a unique pay item? (more on this in a few minutes)If so, make sure the 5 basics (the Big 5) are covered.• Description• Materials• Construction Requirements• Method of Measurement• Basis of PaymentThe Big 5 follows the AASHTO Specification Format.Questions to ask concerning Unique Special Provisions5. Does it specify a proprietary item or process?If so, is it necessary?If so, make sure a Justification For Use Of Proprietary Material form has been completed and approved. (see IDM Chapter 17)6. Do we have access to cited standards? (ASTM, AASHTO, LPA standards)If not, can the cited standard be revised to one we do have access to?If not, the standard must be included in the unique.7. Does it involve Department testing?If so, have you checked with our folks at Materials and Testing?(they may have something to say about it)If not the Department, who does the testing?8. Has it been reviewed by:Unique Special Provisions Review Process(Project Manager)13 weeks prior to Stage IIIRestrictive Type USPThe types of Unique Special ProvisionsThe types of Unique Special Provisions1. Title is centered – Courier New, 10 pt.2. Referenced Spec section and line numbers – Courier New, 10 pt.3. Spec text is Times New Roman, 12 pt4. See Chapter 19 – Figure 19-3BDirectly Revises Standard SpecsDefines a unique pay item – needs the “Big 5”1. Title is centered, Courier New, 10 pt.2. No referenced spec section or line numbers.3. Text is Courier New, 10 pt.4. Headings are Bold.5. See Figure 19-3C.This USP does not directly revise the Standard Specs,But it does define a uniquepay item. Only items listed in the Standard Specifications are Standard Items.About those Pay I tems… … ..Each existing pay item shown in the list of pay items is identified by:S = StandardM = Maintenance R = Recurring (tied to one or more Recurring Special Provisions)U = UniqueThis means you need a USP with the Big 5. Check the examples of USP’s on our website to see if we already have something that you can revise to fit your “unique” project. Please also note that adding the word “modified”  to a standard pay item does not necessarily make it Unique that requires the “Big 5”.  Can you use the standard spec section the way it is written and ? Could you use a Restrictive Type USP to clarify your intentions?Do NOT address measurement and payment on the plans!About those Pay I tems… … ..Undistributed Quantities is unacceptable as a supplemental description for your unique pay item.Another question:Do you really need it?Could you simply use 104.03, or 109.05? Changing the UNITS of a standard pay item may not be necessary. Can you use the standard pay item? Changing the name of a standard pay item does not make it unique. Can you use the standard pay item? And remember:According to In accordance with 105.04, Pay I tems govern, over Special Provisions (USPs), (101.53)over the Plans,  (101.36)over the Supplemental Specifications (RSPs), (101.66)over the Standard Specifications.(101.54)About those Pay I tems… … .. Please send an email to:CESSUPPORT@INDOT.IN.GOV If you ………need a new pay item number.  Be sure to include the APPROVED USP. require any Group Number changes have any CES questions or have any problems with CESThere’s some CES stuff, too… … ..Revised Detailed Cost EstimateConfidentialConfidentialConfidentialUnit PriceAmountAs for any CIB Revisions… …Deletions highlighted in red.Additions highlighted in yellow.Please,Only send the pages being revised,NOT the entire CIB.(please?)Page Breaks are okay.Section Breaks are NOT okay, since it cause issues for the CIB.Tech Writer Concerns for USPs… …About those Pay I tems… … .. By the way………Dewatering is INCIDENTAL to, 206, 702, 715, 716, 720, and 734 Standard Pay I tems .other items.Please be specific!Did anyoneproof-read this?So….what does “incidental” mean to you?(By the way, this work is “incidental” to a standard 805 pay item)Just because it LOOKS okay…Notice Anything?Defining a Unique Pay Item is not necessary.A Restrictive Type USP will suffice, utilizing the Standard 701 Pay Item for Prebored holes.Who are we w riting these for?The Contractor to bid the work to perform the work Department personnel involved with the contract to enforce those standards. And,since we are writing these special provisions for the contract, here are some recommendations for preparing your Unique Special Provision…….www.in.gov/indot/design_manual/files/Ch19_2013.pdfWrite the Unique Special Provision… .Voice - Use passive voice. (the work… shall be…performed )Sentences - Use simple language and words. Keep sentences short, 20 words or less (please).Paragraphs – Limit to three or four sentences if possible.Terminology – Be consistent. Avoid words with more than one meaning.Pronouns - Avoid them.Capitalization - Only the title can be all caps. Capitalized words may only be Department, Engineer, Contractor, headings or proper nouns.Punctuation - Minimum. The meaning of a sentence should be clear. Please use proper Punctuation… .Commas save lives!Make sure that your special provision is….. Clear - Avoid ambiguities. Make no assumptions. Use words that convey the exact meaning. Concise - Use simple words, and short sentences. Keep it simple. Get to the point! Be positive. Complete - Use the The Big 5, when necessary. Do not be vague or leave it open to interpretation. Correct - Technically, grammatically and specologicallycorrect. Check references. (and spelling) Consistent - Phraseology and terminology used in a Special Provision should be consistent with that used in the Standard Specifications. Remember the Five “C’s” of Spec Writing… … ..Don’t leave it open to interpretation, or… … ..Isaiah 57:14Please be Clear and Concise:Commonly used terms to AVOID: per, shall conform to, shall comply with. Instead, use shall be in accordance with …….  Section 605. as per.  Instead, use as specified, as shown,  in accordance w ith. as shown in the plans, as detailed on the plans, as indicated in the plans,as shown on the standard drawings.      Instead, use as shown on the plans. shop drawings.  Use, working drawings. and/or. Use either and alone, or or alone. Choose the one most appropriate for your unique situation. (if in doubt, use or)Be Consistent.   In the words of Yogi Berra… … ..Take it !Make sure the language is Correct:at the Contractor’s expense.  Instead, use ____shall be included in the cost of ____, …..at no additional cost…..,   or with no additional payment.And, (parenthetically speaking), do not use parentheses, use a comma, or two.Please be (specologically) Correct:AVOID saying:INDOT. Instead, use the Department.or approved equal. Do not use this phrase, but define the equal.must,   should, or   is to.       Use shall, or will.Remember:  the Engineer willthe Contractor shall.    (see General Note 11, and 104.01)Be Consistent w ith proper spec language:permit or permitted, unless you are actually going to require them to obtain a permit.  Use allow, or allowed.Do not use   “  for inches. Use in.Do not use   ‘  for feet or foot. Use ft (no period after ft)For measurements, instead of using 9” x 9”, write 9 in. by 9 in.do the same for ftPlease be Clear and Consistent:For numbers, use 9 for dimensions, and nine for quantities, and by all means – do NOT say nine (9). That is not necessary. Also, numbers nine or less are spelled out, numbers 10 or above are written numerically.Don’t place a number at the beginning of a sentence. If you have to, spell it out!And please, don’t ever, I mean never, use “i.e.” or “etc.” (Seriously. Don’t try it. I know people!)If at all possible --->avoid using any “-ly” words. Seriously.Absolutely.Usually.Do you really need to say it at all?Be Correct (and legal)Without this, the Engineer didn’t have a choice!So, ……Let’s be Clear……….So….. What ARE “fluffy seeds ” ?Is it this?Or this?Remember - Safety First!STOP RIGHT HERE!!108.08 – Excusable Delays108.07 – Character of WorkersAre you sure you want to say that?For LIFE!!Are you sure you want to say that?Are you sure you want to say that?On second thought………..102.01 – Prequalification and BiddingSometimes, you can’t trust spellcheck……The difference ONE letter can make ……The importance of Proofreading………The importance of Proofreading………How do you “level vertically”?  Did they mean “plumb”?Make it a point to read through your USP and imagine how someone else may interpret what you have written.The importance of Proofreading………Haphazardly.An LY word.Was it a good idea? The importance of Proofreading………Did they mean NEATLY?Or is it okay if the Contractor just thought about it?“Well, we nearly did the work……..”Adverbs are not your friend.There could be consequences……Did anyone check this?The importance of Proofreading………The importance of Proofreading………Did they think this through????Did they think this through????What’s wrong with this picture?106.01(c).Is it Necessary?In Summary………..Please make sure you are referencing the Current version of the Standard Specifications.And please(did you notice I said please? I’m begging here People!)If at all possible, write your Unique Special Provisions in such a way that it points the reader back into the Standard Specifications book at every opportunity.Also, please (there it is again!) look inside the SS Book to see if what you are trying to do is already in there. Document Links…. http://www.in.gov/dot/div/contracts/standards/Just go to the INDOT website and click on Doing Business with INDOTThank you…..Questions?Comments?Snide Remarks?

Principles of Writing Construction Specifications and Special Provisions

https://docs.lib.purdue.edu/cgi/viewcontent.cgi?article=4171&amp;context=roadschool

Principles of Writing Construction Specifications and Special Provisions

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