Monday, October 29, 2012

Changing Horses Mid-Stream: Managing Substitutions


Consider attending the Santa Clara Valley Chapter of CSI next meeting, 1 November 2012, at Biltmore Hotel & Suites, 2151 Laurelwood Road, Santa Clara.

The topic will address Managing Substitutions, Changing Horses Mid-Stream.


Few construction administration procedures inspire such strong emotions as Substitutions.  

Architects seem to despise them, while Contractors seem to dote on them.  

Owners are concerned that the project quality is maintained, but are beguiled by possible cost savings or schedule acceleration.  

Substitutions have the potential to disrupt a project, or confer great benefits.

Substitution Procedures are primarily a means of Quality Assurance, to prevent un-"equal" products from undermining the design intent.  But How Equal is Equal?  And who decides?

What actions can the A/E take in product selection and specifications to reduce substitution requests or to deal effectively with those that arise?  

What risks arise to the parties in construction from substitutions, authorized or not?  

What actions are appropriate to allow acceptable substitutions to be incorporated into the Work while maintaining the risk allocations of all the parties?

Can Construction Documents be crafted to resolve these issues fairly for all the parties?

Join us for the discussion.  Details are here >> http://www.csiscv.org/

Today's painting is "The Horse of Alfonso Ugarte" by Agostino Marazzani Visconti, 1905.  The rider is not exactly mid-stream, but seems to be considering a change of steeds.  Image courtesy of Wikimedia Commons, believed by this author to be in the public domain since it was published before 1923.