Small Project Design

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  • 1.  Deposits for Bidding Documents

    Posted 10-10-2011 04:00 PM
    This message has been cross posted to the following Discussion Forums: Project Delivery and Small Project Practitioners .
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    I live in a rural part of the southwest and as such, don't have convenient access to a reprographics house (closest is 100 miles away).  My question is:  can the architect take the deposit for bidding documents?  My typical clients are local gov't agencies and it's easier for me to administer these kinds of things for them.  I do issue plans and spec's electronically, but also encounter local contractors who are not comfortable with this method.  

    I haven't seen anything statutorily that addresses this issue, thanks in advance for anyone's comments/advice...

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    Kevin Robinson, AIA, LEED AP
    Principal
    Architecture'Workshop LLC
    Silver City NM
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  • 2.  RE:Deposits for Bidding Documents

    Posted 10-11-2011 08:17 AM
    I don't know if there are any state laws that would apply to you in NM, but we routinely take and hold deposits for bid documents here in Illinois.

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    George Cary AIA
    Principal
    Basalay, Cary & Alstadt Architects, Ltd
    Ottawa IL
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  • 3.  RE:Deposits for Bidding Documents

    Posted 10-12-2011 10:50 AM
    We routinely take deposits for each set of bid documents checked out by a contractor.  The checks are held in our office until the bids are received and the potential low bidder is announced.  The checks are returned to the contractors when the bid documents are returned to our office.

    Being as remote as you are, I suggest you have the contractors sign an agreement when checking out the documents as to the expected condition upon thier return.  This would give you grounds for retaining any or all of the deposit if necessary to replace the set(s).


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    Jonathan Rivera AIA
    Project Architect
    Naismith Engineering, Inc.
    Corpus Christi TX
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  • 4.  RE:Deposits for Bidding Documents

    Posted 10-13-2011 11:23 AM
    We handle plan distribution a couple different ways.  We too are in a sparsely populated region and we send all of our documents electronically 150 miles for reproduction.  For larger projects, we require a refundable deposit. We normally have the printer ship documents directly to the planholders who have made their deposit to us.  We have language in our Instructions to Bidders that makes it clear that if we do not receive the documents back after the bid, or if they are damaged, we will cash their check to replace the damaged or lost set of documents on behalf of our client who pays for all the printing.  

    On small projects, we use the honor system.  We have a statement indicating the need to receive the documents back after the bid, and for the most part, local contractors are very good about returning the sets.

    We also have one client who requires that bidders purchase document sets.  I personnally do not like this method because, then we often need to print additional sets during construction for the contractors to use.

    Finally, we continue to push all planholders to use electronic documents.  We are making progress... All plan rooms now take electronic docs, and for the most part, almost all of the suppliers in our area are working from electronic docs.  It is just the prime bidders who seem to want paper copy, but we hope to change that eventually as well...
     
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    Dale Buckingham AIA
    Dale Buckingham Architects, LLC
    Sheridan WY
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  • 5.  RE:Deposits for Bidding Documents

    Posted 10-11-2011 09:31 AM

    Kevin,

    IMHO, as long as the client knows that you are doing so and as long as you handle the deposits in an honest ethical manner it would be OK.

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    Thad Broom AIA
    Architect
    Thad A. Broom AIA, P.C.
    Virginia Beach VA
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  • 6.  RE:Deposits for Bidding Documents

    Posted 10-11-2011 12:52 PM

    In the past our firm collected deposits for bid documents for a particular client. We held the deposit checks during bidding (they were not cashed).  Once the bidder returned the documents we sent back their check.  The successful low bidder will also have his check returned.

    If a bidder did not return the documents then we would cash their check.  Because the client is billed for all reproduction costs, the amount of the cashed deposit check is then deduct from the client's next invoice.



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    Laile Giansetto AIA
    PSM Architects, Inc.
    Berkeley CA
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  • 7.  RE:Deposits for Bidding Documents

    Posted 10-11-2011 03:41 PM

    Thanks to all for you input.  This was not something I had to worry about when I lived in the city!  I wanted to make sure it wouldn't be viewed as inappropriate....
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    Kevin Robinson, AIA, LEED AP, NCARB
    Principal
    Architecture'Workshop LLC
    Silver City NM
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  • 8.  RE:Deposits for Bidding Documents

    Posted 10-12-2011 03:20 PM


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    Michael Cullen AIA
    Elmhurst IL
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    Kevin

    For the last 17 years, I have worked for a firm that has always taken a deposit on the bid documents.   Our firm
    issued 4 sets of drawings and 3 sets of specs to each general contractor bidding on the project.    In our invitation to bid and/or phone calls to the general contractors, we always inform the general contractors
    that there is a refundable bid deposit of X dollars.    You determine what amount will cover your printing costs, and set that as your bid deposit.   The deposit is made out to our firm.   During bidding we hold these checks in a envelope in our office.   When bidding is done, and the general contractors return the drawings and specs,
    we give them their checks back.   I don't think that we have ever cashed a check.