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Staff Training for CA Skills

  • 1.  Staff Training for CA Skills

    Posted 10-29-2024 04:12 PM

    All of you who specialize in the construction phase of our professional services will recognize the staff-training problem I am facing: how to get junior staff to want to learn and actually become proficient in Construction CONTRACT Administration?  None of us were ever taught in college how to administer, let alone write, front-end specifications or construction contracts and general conditons, or deal with contractors or clients, or how to perform the full range of potential CA phase services. How do we train staff to overcome their aversion to reading and complaining that "CA has so many words to keep track of"?



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    Dale Munhall, AIA
    Director of Construction Phase Services
    LEO A DALY
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  • 2.  RE: Staff Training for CA Skills

    Posted 10-29-2024 06:34 PM

    Dale,

    You bring up a valid point of little to no school training in construction CONTRACT administration.  Division 00 and 01 of the Project Manual are often left to the Project Manager or Principal of most firms to handle, so how does a more junior person learn it?  

    I was thrown into that deep end of that pool 2 years after graduating college, when both of them left the firm, and since I did the drafting on the two office buildings, was selected to perform CA on both!.

    Fortunately, I had taken the CSI Certification classes and at least learnt the roles and responsibilities of the entities involved in our construction industry.

    Recommend these folks attend the training, even if not taking the Construction Document Technology exam from CSI.  If they like it, then have them study for the Certified Construction Contract Administrator Exam.

    Don

     

    Donald A. Koppy, CSI, CCS, CDT, AIA, NCARB
    Master Construction Specifier / Architect | Architecture & Building Engineering
    Direct: 813-222-8691 | Cell: 314-568-3363 | Don.Koppy@meadhunt.com" style="text-decoration: none">Transfer Files 

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  • 3.  RE: Staff Training for CA Skills

    Posted 10-31-2024 06:47 AM

    Thank you for bringing up this topic.

    I am a solo practitioner who started doing CA work at my first office as a very young professional (late 1980s/early 1990s). I would like to see more on this topic for small firms and small projects as our world's climate is assumedly vastly different from superstructures. It is just as important, but our world has clients and contractors who don't understand its importance, are less patient with meetings, we often don't have suitable places to meet (plywood on top of saw horses), and the formality of submittals, RFIs, ASIs, and documentation can frustrate those who are not familiar with it. 

    I'm currently guiding a GC on properly preparing a submittal (no kidding). Any resources for those of us at this level would be greatly appreciated. Even after 33 years, I am still learning - reading people, reading the room, and being disciplined to document everything.



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    Lee Calisti AIA
    lee CALISTI architecture+design
    Greensburg PA
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  • 4.  RE: Staff Training for CA Skills

    Posted 11-01-2024 04:19 PM
    The schools need to do better about introducing and teaching the CA topic for the kids that they graduate and prepare them for the NCARB experience/process and professional practice realities.  We want these kids to succeed! 

    When it came to CA and emerging staff I experienced push-back from some NCARB designers/interns and even some newly licensed architects. I found there were situational and attitudinal circumstances. I was a director and also managed continuing ed. Sometimes after a discussion with an intern I discovered it was sometimes simply a hesitation by the person to go to a construction site (even knowing they would be with the project PA) - to me that hesitation was just situational and could be easily overcome. Some other staff pushed back on anything that took them away from the familiarity of sitting or standing at their desk and drawing (looking at a monitor and having a mouse in their hand) - to me that push-back was attitudinal.

    The schools need to prepare and inform the students to prepare them for the NCARB process.In regard to the NCARB study and testing, it describes the minimum expectations.............."The division will focus on issues related to bidding and negotiation processes, support of the construction process, and evaluation of completed projects. Candidates must demonstrate an understanding of and abilities in construction contract execution, construction support services (including construction observation and shop drawing or submittal review), payment request processing, and project closeout. In addition, candidates must also demonstrate an understanding and abilities in project evaluation of integrated building systems and their performance"

    The NCARB Competency Standard defines the level of knowledge, skill, and ability necessary to demonstrate competency at the point of initial licensure as an architect. The following link takes you to the passing rate table for each NCARB study and test sections.  It appears by looking at the general NCARB passing percentages table in the link that there is room for the schools to enhance their effort and better prepare students adequately for CA and other practice areas.

    To make an effort to address the two contexts, the situational and attitudinal circumstances mentioned above, I supplemented the firm's in-house continuing education training program. The enhancements targeted elevating the importance and understanding the intertwining of design, sustainable objectives, drawing, specs and CA. In my circumstance I created many of my own PPT's with some on specs, and CA. The continuing education was integral to performance evaluations and for most staff levels there was some expectation of CA participation required (implemented by PM's and./or PA's). Staff were also informed that good to exemplary performance led to salary increases, bonuses, increased HR perks and advancement. Sometimes it just did not work for certain individuals. So, if a staff person couldn't be successfully coached (through the firm's HR process) it would come down to  - if you can't change the person - change the person (in other words they would be gone). That person's colleagues would get the message, unfortunately a hard learned message. .

    I hope the above does not sound too curmudgeony to you but it worked in most circumstances. The staff member(s) in question eventually got their exposure to CA and would learn and participate in the CA effort and realize how all phases and deliverables are intertwined. 

    Again, the point is that the schools need to do better about teaching professional practice and the CA phase for the kids that they graduate to be better prepared for their experience of the NCARB process and office practice realities.  

    We want these kids to succeed and be great architects and AIA members!







  • 5.  RE: Staff Training for CA Skills

    Posted 10-29-2024 06:37 PM

    I do not specialize in Contract Administration, but I wholeheartedly agree we all need to learn it better! For a few decades I stayed in medium size offices that did not have that strength. It was not until I joined more complex federal design that I had to get better at it. And I came from developer/engineering childhood background that helped me a lot. That is why now our staff is assigned a rotation of tasks, that include CA and specs. It is a lot to learn when one is starting, but being able to see and experience the whole picture with specs and design results and collaborative problem solving during construction, I believe is key for training a much more well rounded profesional. Of course, a charrette opportunity here and there keeps it interesting. It is to their advantage to build that experience and knowledge power. But I can tell you that many of us can struggle at first... patience, bite size task and good guidance can go a long way...



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    J Fong AIA
    AKEA Design, Inc.
    Micanopy FL
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  • 6.  RE: Staff Training for CA Skills

    Posted 10-31-2024 07:45 PM
    I date back to when site visits required the ability to take slump tests and make test cylinders.  I always liked site visits because that was where all the prior effort came to fruition.  I enjoyed working with the contractors and observing the progress of the work. While I was still an intern examining the rough-in for a remote 1-12 school project, the plumber came in and took the time to explain what I was looking at; supply, waste, vents, sizes and quality of copper piping and the Code.  Three years later that information helped me pass the State Board Exam.  I remain grateful to that long ago plumber.





  • 7.  RE: Staff Training for CA Skills

    Posted 10-31-2024 09:24 PM
    I did custom homes right out of school and learned a lot from the contractors.  After 8 years, I joined an Architects office.  I was working on renovating a gas station into a branch bank.  City required that we save 50% of the building.  I arrived on-site while the crew was on-break.  I listened as they made fun of the project and questioned the concept and my details.  The superiendt signalled me to be quiet.  When the break was over, he introduced me as the idiot architect and I would explain my concept and details.  I explained the concept then started on the details.  I was interrupted and they started  explaining the concept then how to accomplish it.  We spent an hour reviewing details and made some changes.  My wife was embarrassed when the Chairman of the Board took her on a tour talking about how wonderful the building was.   
    I learned then taught others.  If the contractors understand what the end goal is, they will help you achieve it.  We have renderings and models: share them with the construction team.  The workers have a lot of experience installing materials more often than not know more than you do - listen to them.  If their suggestion will not work, explain why.  They will appreciate being respected and work to make the project better.  A better project for your client should take precedence over your ego.  It might pay you back.  Contractors came to me to do Design-Build projects, all of the agreements included that my word was final, even when it cost more money.  We made money on every project and had happy clients.  That is the best marketing.  The work comes to you.  You have to be careful and decline work with contractors and clients you do not trust.  





  • 8.  RE: Staff Training for CA Skills

    Posted 10-30-2024 01:56 PM

    Once upon a time I had a small architectural practice. The vast majority of our projects were complicated research labs for demanding institutional and corporate clients. I would often hire staff a few years, or directly out of architectural school. I wasn't the type to control every aspect of the office and expected my staff to take initiative no matter the phase of the job. I also made sure everyone would work from the beginning to the end of the project including taking a lead role during construction with my oversight. I would, of course, encourage staff to ask me questions if something came up during construction and I wasn't there to directly address and they didn't know the right response. My first answer to most construction related questions was "Did you look at the drawings and project Manual?". Eventually they would get tired of me saying that and would look first - probably 80% of the time the answer was already spelled out.

    Eventually I moved to a large firm and brought staff and projects with me. New staff assigned to me had the same issues you describe (all the staff I had previously trained were reassigned to other teams because they were particularly competent). The new firm also handled CA separately with specialized staff.

    I advocated for the firm to establish a small projects group who would act as a small firm within the large one and there would be several seasoned staff but intern architects would rotate through for fixed periods so they could get all the necessary experience architects are expected to be competent in. I never did get them to implement the idea before taking my current position in government.

    Dale, you work for a very big firm and I imagine a formal firm sponsored mentoring studio may be a possible solution to train your junior staff in the art of construction administration - good luck



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    David Barkin FAIA
    Chief Architect
    State of Connecticut
    Hartford CT
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  • 9.  RE: Staff Training for CA Skills

    Posted 10-30-2024 06:10 PM
    I did it 25 years ago by making it mandatory that the person who caused a problem went to the site with the CA to resolve it.
    On site, the CA took them through the whole or at least part of the project.
    Made them better because they realized what they drew or wrote made a difference.  Some wanted to learn more.
    Got resistance from other principals but I withdrew the CA and made them try to do the work.  Just the idea got their cooperation.  Helped that after a few terrible agreements, the Board required my approval of all agreements.  Made CA much easier.





  • 10.  RE: Staff Training for CA Skills

    Posted 10-31-2024 05:35 PM

    CA is one of the best parts of an architectural practice and should not be missed.  There is great satisfaction in seeing how what is dreamt and drawn can be constructed and in having the opportunity to meet the people that do the work. The process of construction is truly a unique achievement. Often it is people that have never met each other that come together with a common goal to achieve the final product. Amazingly, it works 99 percent of the time.



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    Dennis Bolazina AIA Member Emeritus
    Dennis A. Bolazina, Consultant
    Saint Louis MO
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  • 11.  RE: Staff Training for CA Skills

    Posted 11-02-2024 10:44 AM

    Thank you for your efforts, vital and crucial subject.  



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    Muhammad Benghali
    Senior Design Manager @ Dewan Architects + Engineers. PMP®, Assoc.AIA, LEED AP (BD+C)
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  • 12.  RE: Staff Training for CA Skills

    Posted 11-01-2024 10:57 AM

    I frame it to junior staff as the most valuable learning experience they can get -- which is seeing their work in the real world and how it does or does not get built effectively and aesthetically.  Most of them actually do not object, and even request, to make more trips to the field, so that part hasn't been an issue for me.  But overall I concur, junior staff are challenged in doing CA, especially submittals and shop drawings.  Its too big a problem to tackle at once.  I think we should take it on in our offices in small pieces.  Which precise task do you see them struggling at the most?

    Related -- I like to insist all members of the design team (in my case, we typically have architecture and interiors) edit specs related to parts of the design they are focused on.  I have assigned as little as one spec section to junior staff to edit.  It did require that I do mini training sessions on the spec editor and explain where to find resources to help them understand the info in the spec.  My hope in doing this is to build some experience so that if they're in position to do CA, the spec is not so intimidating.  I'm not able to do this with Div 0 and 1 -- that just seems way too hard to teach.



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    Andrew Craven AIA
    Hanbury | Architecture Planning
    Norfolk VA
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  • 13.  RE: Staff Training for CA Skills

    Posted 11-02-2024 08:59 AM

    Andrew, I like your idea about getting junior staff to assist on spec writing. The learning has to start somewhere and is an important piece of the work! Although challenging, Div 0 and 1 are critical divisions along with the General Conditions that set the stage of the roles and responsibilities. We are not always involved in writing Div 0 (like for clients that already have set procurement specs) but we should get the opportunity to review them, so it is important for staff to know what is involved. For Div 1, we do write many of these spec sections for projects and going through them is helpful in understanding how they support the project and administering of the construction contract. In our office, I helped put together a guideline on these divisions. It is a lot to encompass but we have tried to break down the key elements and things to watch out for. One suggestion is doing a series of learning sessions, reviewing 1-3 sections per session. We have been doing something similar with our Construction Specialists in reviewing the A201 (every section). It has taken a long time in going through it as we try to meet monthly about it, but the discussions have been worth it, and we can use that knowledge to mentor and teach other staff.



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    Sharon Day AIA
    GWWO Architects
    Baltimore MD
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