Managing Progress Payments
Wow, how in the world could an everyday person with no building experience manage Construction activities payable? The task seems overwhelming! No worries…there’s an App for that!
Not really, however humor aside there are convenient forms available that will ease the difficulties of managing multiple sub-trades and navigating through various project activities payable. No matter project size or complexity, AIA forms G702 & 703 https://www.aiacontracts.org/ are certainly among my most favorite management tools. Let’s take a closer look (please see attached image).
In brief, AIA G702 is an Application Summary and Certified Certificate for Payment. Its companion document G703 provides an appropriate place for itemization of all activities by description, value or cost, and an evolving percentage complete to reasonably comprehend any payment due. Incidentally, if work itemization exceeds space allowed on just one G703, additional 703’s may be attached until all activities are accounted for. Just keep adding another G703 page until you have enumerated all the various activities.
Now, for as much as I may heartily recommend use of the G702/03, I must provide you with a warning! Management of expense is only as good as the information inputted. Remember the old axiom “Garbage-in…Garbage-out”? Well, if you don’t know how to determine the real value of work itemized you could be taken to the cleaner. In other words, an applicant could front-load (over valuate) all early-on activities and walk with more money in his pocket then he would otherwise earn by honoring itemized work to be performed. Front loading disincentivizes performance and could ultimately lead to unnecessary disputes and expensive litigation.
So like any tool, in the hands of an expert assurance and predictability can be expected. However in the hands of the inexperienced the consequences could be dreadful.
If you need an expert or just want to talk to one, give us a call. At Dan Joseph & Associates we are always available to your needs, whatever they may be!
Tools of the Trade include more than you think.
It’s fairly easy to imagine tools required to competently construct a structure and often include thoughts of hammers, saws, a tape measure and alike…and for the experienced, Architectural Plans. Yet few in the public realm would ever think or even consider document management as an essential tool of the trade.
That's right, a competent and capable professional will always utilize documentation including: Plans, Specifications, RFQ’s, RFI’s, Purchase Orders, Formal Agreements, General Conditions (A201), Supplemental Conditions, Change Orders, Product Submittals, Shop Drawings, Budgets, Contractor’s Applications & Certificate for Payments (G702-703), Waivers of Lien, Sworn Statements, Insurance Requirements, Gantt Charts and a Critical Path Method (CPM) for scheduling the hundreds of activities that could take place over the duration of any project.
Truly, the difference between a Contract Broker and a Project Manager is knowing when and how to use all tools of the trade, including documentation. Elaborating, a Contract Broker is ordinarily focused on securing the job and billing for periodic activities, whereas a professional Project Manager will actually administer every aspect of the built-response in benefit of the Project-Owner’s best interest. Proper Project Management will often result in less disputes, create expectations, hold parties accountable, reduce costs and if ever needed a paper trail for legal remedy.
Today’s Owners are sophisticated, experienced and well educated, therefore it is reasonable that all team members understand the importance and requirement for accountability on every level of service provided. Make sure you and your service provider maximize proven management methods for your project by using ALL the tools of the trade including documentation.
Check out the American Institute of Architects current list of Contract Documents found here: https://www.aiacontracts.org/all-documents
Or if you prefer, contact Dan Joseph & Associates today for your next project endeavor: https://www.djawest.com
Vogel Hill - Jackson, Wyoming
Surrounded by protected lands and a beautiful panorama of range and majestic mountains, Vogel Hill is just minutes from downtown Jackson Hole, Wyoming.
Call Dan Joseph Architects and let’s walk the sites and start planning your new home today!
Big Sky, Montana
Based upon utilization of historic Architecture, respect for cultural heritage, outstanding natural beauty and the incorporation of sustainable design principals, a Western States Architect has designed Mountain Living’s 'Most Responsible' Residence of the Year.
Photo insert is of a Guest Cabin as seen from the near side linkage of ponds designed by the Architect. This particular pond is close to 30' deep, providing family enjoyment while serving as a thermal mass for a WSHP exchange loop. The primary axis of the Cabin aligns to this water feature and another towards a magnificent view of the nearby Pioneer Mountain located deep within the Madison Range. Notice how beautifully the architecture keys into the waters edge, complimenting the rustic structure's inseparable connection to the landscape.
The project Headwaters Camp, located in Yellowstone Club - Big Sky, Montana “is carefully cradled in a world defined by the orderly needs of program and the random artistry of nature in the extreme,” says the Architect Dan Turvey. Set upon the edge in a series of ponds, streams and falls designed by Turvey, a rustic cabin appears to hover over the sparkling waters of a high mountain alpine lake. “Developing our Master Plan on this 22 acre parcel from among others available was a critical decision made by the owner,” says Turvey. “It wasn't readily apparent that such potential existed on a site that lent itself more to limitations than an envisioned family encampment.”
Designing a structure in the Rockies at 8000 feet, proximate to Yellowstone National Park presents many challenges; including an active seismic zone, annual snow fall approaching 8’-0” and an underlying geology that must be considered well in advance to undertaking any formal response. Within these constraints the Architect looked to the National Park and our collective early century architectural heritage for creative inspiration. “The idea was to showcase and celebrate an enduring, regional vernacular that conveys strength, permanence and a sense of confidence amongst an overwhelming panorama of majestic mountains and weather extremes,” says Turvey. “The added practical benefits of this vocabulary allowed us to seamless integrate moment frames, shear panels and a wide flange ridge beam, while also accenting the dwelling with rafter tails, reclaimed dimensional timber and log assemblies throughout a substantial structure.”
The difficulties of achieving energy efficiency in a rustic vocabulary, which by this example utilizes the appearance of dove-tailed, hand hewn, sand chinked timbers, dry stacked stone and old world planking, was accomplished with an artistic approach of applying materials to a conventional wood framed structure. The final result is a modest sized, 1800 sf, rustic dwelling that reflects sustainable values that have been honored at the highest possible level by the United States Green Building Council (USGBC) – Leadership in Energy and Environmental Design (LEED).
This LEED-Platinum designated home is the first in Southwest, Montana and the third home in the state to receive any certification from the USGBC. “The vision for Headwaters was to create a family camp that feels and looks like it has existed for 100 years,” says owner Todd Thomson. “I was also determined to build a home that reflects my values as an environmentalist and board member of the World Resources Institute.”
"Really what makes this project so special was the commitment on behalf of all the parties to push Headwaters Camp to a level that currently has no equal” says Turvey. “In the big picture of things, the end product is a reflection of an Owner’s exceptional vision and directive.” while adding “The contractors collective commitment and determination to make the mark cannot be understated; without the teams applied effort, certification would not have been possible.”
Dan Joseph Architects shares the true power of architecture with a breathtaking example of a modest sized, rustic dwelling that reflects sustainable values.
'Green Building' often evokes images of rectilinear like structures with clean, geometric lines. So how is it possible for a Rustic Cabin that appears to have been built decades before, to receive a LEED for Homes Platinum rating: a top designation for residences awarded by the United States Green Building Council?
Consider for one…that the Headwaters Camp - Guest Cabin is an original design and likely the most efficient ever built; for instance eliminating problems of uneven settlement, air and insect infiltration normally associated with buildings of this type, a fully insulated Chimney and Fireplace enclosure and a WSHP- Pond Loop sized for Cabin and Home alike.
Design - Performance Accomplishments
Celebrate the universal capacity of Good Planning and Outstanding Design with Dan Joseph Architects
Regardless of vernacular, the principals of 'Green' building still apply; with DJA…Rustic and Western Design can now share in the same positive attributes that other environmentally responsible buildings enjoy; fostering sustainable building practice as a good steward of our natural resources.
Montana's - Headwaters Camp
'Single Source' Professional Services provided by Dan Joseph Architects
Construction Administration and Oversight · Site Master Planning: Building Envelopes, Aquatic Design (Ponds and Streams) · Infrastructure and Site Access Planning · Civil Engineering Coordination · Geothermal WSHP Engineering Coordination · Building Design - Schematics, Design Development, Construction Docs: Cabin, Horse Barn and Primary Residence · Structural Engineering Coordination · Architectural Review Committee submittals · Mass Modeling and all other related Professional Service tasking for this outstanding and unique High Mountain encampment.
Mr. Todd Thomson
Chairman, Dynasty Financial Partners
New York, New York
Architect & Construction Administrator
Dan Joseph Architects - Bozeman, Montana
Yellowstone Club - Big Sky, Montana
Standing Seam Metal Roof
Bridger Steel - Belgrade, Montana
Double Arrow Lodge - Seeley Lake, Montana
A fire offers no promise to the hurried, or one occupied by thoughts and worry, however to the patient the rewards are many. In a symphony of crackle, flame and smoke a fire will warm you to the bone, meld the past and present in an unapologetic exchange of warmth and the now. A special place within our head and heart for private contemplation, appreciation and a good night’s rest.
Wishing all a grateful heart and a warm bed and if ever needed, a flicker of light that leads you home.
Vogel Hill, Privacy & Proximity, Jackson Wyoming
Looking for balance, privacy and proximity, let’s talk about Jackson, Wyoming’s - Vogel Hill. Surrounded by protected lands and a beautiful panorama of range and majestic mountains, Vogel Hill is just minutes from downtown Jackson Hole.
Call Dan Joseph Architects and let’s start planning your new Mountain West home today!
Meet your Other Half
According to Greek mythology, humans were originally created with four arms, four legs and a head with two faces. Fearing their power, Zeus split them into two separate parts, condemning them to spend their lives in search of their other halves.
...and when one of them meets the other half, the actual half of himself, the pair are lost in an amazement of love and friendship and intimacy and one will not be out of the other's sight, even for a moment...
Likewise, the mountain west reunites each of us with nature’s splendor and perhaps even with our better half. At Dan Joseph Architects we toil over intimacy of place until your built response becomes inseparable of location; creating one out of the two that will not detach from the other, not even for a moment.
Don’t spend your life condemned in searching for your other half, allow Dan Joseph Architects to introduce you to outstanding, holistic solutions informed by nature, that will compliment your western lifestyle today!
LEED the way...a Snap Shot of USGBC Certification
The built response has a significant impact on our quality of life, the natural world, health, economy and productivity. Consistently, new building means and methods, technologies and equipment are available to architects and owners alike who want to build in a responsible manner; benefiting from economic and environmental performance.
The US Green Building Council http://www.usgbc.org/ utilizing a LEED (Leadership in Energy and Environmental Design) Certification program has rapidly transformed the old way of building structures into a celebration of performance based achievement. Through a process of third-party verification, a long list of completed tasks are assigned a point value that upon tabulation, will recognize the structure as either Certified, Silver, Gold or the highest achievement Platinum. Credits towards certification are earned in each of the following categories: Sustainable Sites, Water Efficiency, Energy and Atmosphere, Materials and Resources, Indoor Environmental Quality, Innovative Design, and others depending on your building use and designation.
So exactly what is the next step for those desiring LEED Certification? It actually begins with a commitment from the owner; in the big picture of things the owner makes all things possible. Next…your architect needs to think critically while delivering good passive techniques, planning and design for high performance standards. No less important are the buildings support systems, including state-of-the-art HVAC, lighting, controls and other technologies that will improve the performance of your structure.
Concurrently and during the design phase of service, your architect will assist you with the selection and engagement of a Certified LEED Consultant or Provider. Providers play a very important role in the over-all process, which unfortunately at times are quickly forgotten upon making the mark. As third-party verifiers, it is very important that the Provider be contractually accountable to the owner only, not the architect or contractor; allowing for unbiased reviews of the completed work that will be documented and shared with the owner and the USGBC. Additionally, Providers offer over the shoulder review of evolving design and later contribute critical direction during the construction process. Lastly, your contractor must competently execute the plans and the various lists of assignments required to successfully meet the objectives.
It is important to note that registration, use and access of the “Final Check List” are controlled by the owner; again…not the contractor, architect or even the USGBC; so make sure that the final registration is in the owner's name exclusively.
While it is easy to over-simplify the process, achieving LEED Certification is a commitment whose thread can be traced from concept to completion, requiring months or years of diligence. As we move towards Net-Zero Buildings, the USGBC–LEED program has cleared a path for sustainable practice and continued reform for much of the built environment. Utilizing LEED criteria, energy codes and modern building efficiency standards, Dan Joseph Architects http://www.djawest.com/ is ready to assist you with LEED Certification. Give us a call…
Points to Remember
1. Construction means and methods, technologies and equipment are constantly being updated.
2. LEED Certification for new projects is available through a process of third-party verification of completed tasks.
3. Your architect needs to think critically while delivering good passive techniques, planning and design for high performance standards.
4. As third-party verifiers, it is very important that the Provider be contractually accountable to the owner only, not the architect or contractor.
5. Contractors must competently execute plans and the various lists of assignments required to successfully meet objectives.
6. Registration, use and access of the “Final Check List” are controlled by the owner…not the contractor, architect or even the USGBC; so make sure that the final registration is in the owner's name exclusively.
7. The USGBC–LEED program has cleared a path for sustainable practice and continued reform for much of the built environment.
Allow us to help you achieve all your Green Build aspirations, give Dan Joseph Architects a call today!
Before you buy in Big Sky
Whether it’s Montana's Yellowstone Club, Spanish Peaks Mountain Club, Moonlight Basin or perhaps someplace in between…we know Big Sky. Check here for a list of available services before you buy: www.djawest.com/process
Site visits are free...give Dan Joseph Architects a call today!
Pay-to-Play Will it happen to you?
In case you missed the News today more than a dozen executives, including a top ex- Bloomberg Exec were set to be arrested in a alleged construction pay to play scheme that cost the company tens of millions!
The scheme entailed bribes and kickbacks by subcontractors and vendors for nearly four years in exchange for artificially raising the bills on construction projects.
Unfortunately, while the circumstance is news worthy the occurrence is certainly not. Fraudulent and dishonest business arrangements of this type and others occur every single day on construction projects (large & small) everywhere.
Will your project become the sole exception? Hardly...pay-to-play and variations of dishonest escalation and coordination of construction expense has become a modern day reality. However, here are some procedures that will dramatically curb the loss.
So why would a Fortune 500 CFO, hire Dan Joseph Architects to administer oversight of all things Construction? The answer is straight forward, Construction Administration demands unique, specific expertise, experience and knowledge; anything less will undoubtedly result in needless loss of project funding, busted budgets and ultimately a compromised built solution.
By request our services may include review and preparation of cost estimates for any project, regardless of style, type, Architect or location. We can also Administer your project with direct oversight over your selected General Contractor, assist you with selecting a General Contractor, or alternatively Manage the entire built response ourselves on your behalf from the ground up.
Avoid the unknown and hire Dan Joseph Architects today!
One of a kind!
A very special opportunity for Home Owner or Investor alike, to join Dan Joseph + Associates in a collaborative design/build assignment for a fully expressed home on a spectacular site, located within the famous Bar BC Ranch, Jackson, Wyoming. Gated Community, spectacular Teton views, springs, ponds, beautifully wooded, rolling topography, privacy, wildlife and much, much more.
Let's walk the building location and create together a one of a kind Western Home Masterpiece!
United Kingdom honors Dan Joseph Architects
UK’s Daily Mail with 45.4 Million Unique Visitors (world’s leading website newspaper); published that Dan Joseph Architect’s Montana Cabin “Could easily be crowned best in the world as it looks like something straight from a nostalgic family film.”
Thank you Daily Mail…we appreciate your generous compliments; imagine what we could do with a Legacy Ranch!
American Institute of Architects
The American Institute of Architects (AIA) Honor Awards program recognizes achievements for a broad range of architecture in order to elevate the general quality of professional practice, to establish a standard of excellence against which all architects can measure performance, and to inform the public of architectural practice, its breadth and value.
With these achievement standards in mind, the AIA solicited submissions from all Architecture firms located throughout the state of Montana. Completed projects were sought over a five year period of review and could include out-of-state commissions. Colorado’s Fentress Architects of International Fame, most noted for the Denver International Airport was selected as an impartial jury in blind review to all works gathered.
The Highest Achievement and Recognition attainable is the 'AIA Honor Award for Excellence in Design' and was bestowed upon Architect - Daniel J Turvey.
Dan Turvey, Principal and Owner of Dan Joseph Architects states "Recognition at this level in particular as acknowledged from such an acclaimed jury of practicing, International Professionals is both substantial and noteworthy. Thank you American Institute of Architects!”
Project Investment Opportunities
Dan Joseph Architects
Image of: Pierce Lake Professional Center / Dan Joseph Architects
Land Procurement, Budget, Project Financing, City Approval, Engineering, Architecture, Construction, Tenant Leasing.
Dan Joseph Architects continually seeks quality project investment opportunities for clients and investors alike.
Dan Joseph Architects will on a project-by-project basis, joint venture with strong developers who have a track record, development expertise, depth and breadth of organization, and above all else the integrity to partner with Dan Joseph Architects, its clients and local communities.
Whether raw land or existing improvements, Dan Joseph Architects offers expertise and professional support to maximize the returns on all ventures including: complete AEC Services, value engineering, detailed cost analysis, project management and access to capital for financing and sales.
Dan Joseph Architects prides itself on the ability to encourage strong and lasting relationships with its clients and partners; to produce outstanding results for each venture and access to exceptional project investment opportunities!
Contact us today! https://www.djawest.com/contact.html
Dan Joseph Architects now offers Master Builder Services
Question: What is a Master Builder?
Answer: A Master Builder is a career path and chosen profession where real time construction experience is augmented with formal education, rigorous examination and licensure.
Within one person there exists the following capacity:
Question: Why has Dan Joseph Architects elected to offer Design-Build Services as Dan Joseph + Associates, Master Builder?
Answer: The continued practice of allocating various portions of responsibility separately to Architects and Contractors can no longer be debated as the most practical or cost effective method of project delivery.
Summarizing, placing sole project responsibility in the hands of an ethical, effective, experienced and fully transparent Master Builder, consolidates accountability, preserves integrity and will result in the best solution for the least cost.
At Dan Joseph + Associates we have chosen our career path as that of a Master Builder; we are highly educated in our discipline, have been subjected to rigorous testing and licensing requirements, and have thrived in a open market of a competitive bid-build practice.
Give Dan Joseph + Associates a call or feel free to visit us in Montana; we offer innovative solutions, are always an Owner's advocate and welcome the opportunity to assist you with your future Architecture and Construction needs.
Dan Joseph Architects - Talented & Influential
Dan Joseph Architects has been selected by the editorial staff of Mountain Living for a recent edition of ‘Top Mountain Architects & Interior Designers’; an exclusive guide to the most talented and influential Architects, Design/Build professionals and Interior Designers at work in the West today!
More exciting news, Dan Joseph Architects is now headquartered in Bozeman, Montana to better serve the Rocky Mountain West. As always, we’re only a phone call away for those throughout North America and beyond.
The Mountains of Montana
Big Sky, Montana
Well the moment finally came. I had postponed the dreaded walk since the very day I had arrived early last week. My discomfort in taking a quiet trek near the origins of the Gallatin River by way of the Headwaters Camp trail wasn't due to impossibly deep snow; where only a couple of inches had accumulated that in the heart of winter would have easily equaled several feet. No, the real crux of the problem was that I had saved this one remaining experience over a week long visit in review of completed works for my last day, and now that day had come all too quickly.
Words cannot possibly begin to convey a feeling or emotion well enough to be shared or understood by others. How does one capture the sense of place, song, passage or remembrance that moves the heart or soul? Such things are often deeply personal and occur in a moment of silence; the kind of silence I had experienced while in the palm of Lone Mountain, the Pioneer Range and Cedar located deep within the confines of the Yellowstone Club located in Big Sky, Montana. I was once again humbled and pretty sure that it was a hapless snow flake that had caused my eyes to blur in a swell of appreciation, admiration and respect for this magnificent place.
Front page news and paying the bills have been too much of a distraction for all of us in recent days and during this final walk of solitude the mountains gave me pause, perspective and demanded my full attention in a way that only this kind of place could.
No matter where you may live, may we all think of the Mountains...for our walk in life can sometimes be too brief and may pass all too quickly; be grateful for family, friends and distant places. For true value resides in such things. Events and circumstance will change by the day, however may the things that matter most to you and yours remain forever like the Mountains of Montana!
Daniel J Turvey, AIA