PNN_1411Which is better, more or less documentation in your project file after the job is complete? Despite recent advances in technology, document retention has become a difficult, expensive and complex proposition. Computers have changed design professionals’ work flows and methods, greatly increasing efficiencies, but also exponentially multiplying the volume of data; e-mails, attachments, drawing revisions, text and voice messages, not to mention folks are still sending faxes and letters, actual paper ones. All of this adds up and can become an unmanageable mess, even for the best of us.

Making decisions now about which project documents to keep and which to discard is like trying to pick who will win the Super Bowl in the year 2024. You never know which ones will be the most important until you are right in the middle of a claim. Experience and common sense tell us that there are certain documents that, no matter what, are probably safe bets to come in handy down the road. You may also be required by law or contract to keep certain records for certain time frames.

This article will offer suggestions on those categories of critical project documents necessary to defend claims, and which ones are better off being discarded as a matter of course after project completion. The question ultimately is framed as “what to keep and for how long?” Of course, these are only suggestions, and you should discuss implementation of any document retention program with your chosen legal and accounting advisors in your specific jurisdiction. Further, this article only addresses retention of construction project documents and not corporate, HR or tax records.

“Age of Discovery”

Modern construction projects, with all this data, are subject to modern lawsuits. These lawsuits are conducted by increasingly younger, tech savvy and sophisticated lawyers who sometimes make the litigation more about the discovery effort than about the facts of the case. Parties are allowed to submit detailed and specific “requests for production of documents” once in the lawsuit, or issue subpoenas to non-parties. State and federal court discovery rules could require parties to turn over copies of all information they have in their possession related to the project. Continue reading “Document Retention: More Paper or Paper-Less?”

We’re excited to see some a/e ProNet clients among the winners at the recent 2015 Indiana Design Awards.

ONE 10 STUDIO Architects

IrvLofts_6Honor Award – New Construction
(Project cost greater than $1 million)

Project Name: 5855 Irvington Lofts (Indianapolis, IN)

Jury Comments:

This project uses economical materials judiciously and successfully. The minimalist language makes for striking architecture that does not look like affordable housing; the same reductivist approach is beautifully expressed in the highly disciplined floor plans as well. Generous expanses of glazing open up the interiors, making spaces feel larger than they are, and accent colors provide a vibrancy to the design both inside and out.

CityFarmhouseMerit Award – New Construction
(Project cost less than $1 million)

Project Name: City Farmhouse (Bloomington, IN)

Jury Comments:

The taut restraint exhibited in the design of this project transforms the farmhouse vernacular into a contemporary residential icon for the community. The simple, well-balanced composition, culminating in a corner-wrapping porch stepping down to grade is exceptional. Interiors are surprisingly open and light. Though obviously painstakingly designed, this project appears completely un-self-conscious and rooted in authenticity.

 

 

Axis Architecture + Interiors

Jarden_Fleck_07Honor Award – Interior Architecture
(Project cost greater than $1 million)

Project Name: Jarden Home Brands (Fishers, IN)

Jury Comments:

This was a beautiful presentation, and was consistent with the attention to detail, and vibrant color and texture present throughout the design. The jury appreciated the process drawings, and was taken with the imaginative use of the client’s products in the design. Floating ceilings simultaneously celebrate building systems, filter natural light, and define spaces in a minimal, interesting way. This looked to us like a wonderful place to work.

Taxman_Fleck_02Citation Award – Interior Architecture
(Project cost less than $1 million)

Project Name: Taxman Brewing Co. (Bargersville, IN)

Jury Comments:

his project was also very well presented, beginning and ending with contextual photos that helped the jury appreciate the importance of the immediate environs. A taut, industrial aesthetic is judiciously deployed, complementing the earlier industrial architecture, while tastefully accenting the client’s products. The result is a space that feels exciting, contemporary and authentic.

Read about all the winning projects and architects of 2015 on the AIA Indiana website.

Shout-out Credit:

Holly L. Gill, CIC
Agent, Professional Liability
Walker & Associates Insurance
317-759-9320 (office)

CJK_FortyHolyMartyrsOrthodoxChurchChurches, cathedrals, and temples have historically drawn attention for their architectural beauty. Sometimes these buildings took centuries to complete, employing tens of thousands of craftsmen, all to meet the original vision of a single architect, inspired by the great Architect in the sky. It would be a mistake to think that–with the exception of project length and the architect’s scope of services–this has changed. Modern churches and temples continue to rise all over the world, and the architects behind them are often motivated by their own faith. These buildings are often spectacularly intricate, having been designed with a whole and holy purpose in mind.

One architect who has dedicated his practice to the design of such buildings is a/e ProNet client Christ J. Kamages of CJK Design Group in California. Many of the glorious, golden domes of modern Greek Orthodox churches, cathedrals, and missions across the country can be attributed to him. Last month, Mr. Kamages’s 33-year career earned him the honor of being elevated to the AIA College of Fellows at a ceremony in Atlanta, Georgia.

As noted on the CJK Design Group blog:

Established in 1857, the American Institute of Architects is a professional association made up of Architects and a related field, which seeks to “promote the scientific and practical perfection of its members” and “elevate the standing of the profession.” Through the AIA, standards of ethics and business practice have been developed and members hold each other up to maintain the highest standards. Each year, the AIA selects Architects from its membership to be elevated to the status of Fellow. Fellowship is one of the highest honors the AIA can bestow upon a member. Elevation to Fellowship not only recognizes the achievements of the architect as an individual but also elevates before the public and the profession those architects who have made significant contributions to architecture and to society.

Mr. Kamages was one of only 147 architects to be elevated to the College of Fellows this year. Of the 85,000-architect membership, only 3,200 have received this distinction.

Congratulations to Mr. Kamages and his fantastic team. We look forward to seeing many more beautiful designs from you in the years to come!

Shout-out Credit:

Leslie Pancoast, CIC, RPLU
Managing Partner
IOA Insurance Services – Pleasanton, CA
Email: Leslie.Pancoast@ioausa.com / Phone: 925-416-7862

????????????????????????????????????????If you or someone you know is an architecture student, we’ve got some good news. Each year, we offer a pair of scholarships in partnership with the AIA, and the deadline for the 2015 applications has been extended through the end of the week!

The scholarship is open to fourth-year undergraduates, and graduate students of architecture enrolled in an NAAB-accredited professional degree program. The promotion and selection are handled entirely by AIA. Eligible candidates are required to submit an application to AIA’s national headquarters in Washington, DC, on their standard application form. Submissions are reviewed by jury members of the AIA Practice Management Knowledge Community. Candidates must submit a copy of their transcripts, two letters of recommendation, and an essay on how they would resolve a project management dilemma.

Extended Deadline: 17 April 2015

How to Apply

We want to help architecture students succeed. Good luck to all who apply!

Read about past winners of the a/e ProNet AIA David W. Lakamp Scholarship here.

chicagobean

Dozens of a/e ProNet members from across the country are gathering in Chicago this week for the annual fall meeting. They will be joined by representatives from several top tier professional liability insurance companies and a few major design industry organizations, including the AIA, NSPE, and ACEC.

Over the course of three days, members will receive presentations from the following insurance carriers: Beazley, Ironshore, HCC, Victor O. Schinnerer, Axis, Catlin, Hanover, RLI, All Risks, Liberty, Travelers, Navigators and Arch. These presentations will help inform the specialist brokers of a/e ProNet about industry trends, policy language changes, new coverage opportunities, and the like. It will also give our members a chance to ask questions and make suggestions pertinent to their own clients.

Along with insurer presentations, there will also be ample opportunity for the brokers to network with one another, alerting the group to trends around the country and problem solving in the collective.

To open the week, the Board of Directors will meet, and to close, Kent Holland of Construction Risk will present to the membership on the second edition of a/e ProNet’s Risk Management and Contract Guide for Design Professionals.

Graduation2

We’re proud to announce that the American Institute of Architects (AIA) panel–which includes a/e ProNet member Tom Coghlan of Design Insurance Agency, Inc.–has selected Kevin Fletcher and Nathan Blair to receive the 2014 a/e ProNet AIA David W. Lakamp Scholarship.

The scholarship program was initiated by a/e ProNet in 1990, and includes an annual award of $5,000 to two architecture students who demonstrate a particular interest in the principles of management in architecture practice.

You can read more about our scholarship and how to apply next year at our website. But here, let’s learn a little more about the next generation of leaders in the architecture community.

Kevin Fletcher

Kevin Fletcher grew up in Miami, FL and will be completing his Bachelors of Science in Architecture at Wentworth Institute of Technology in 2015 with plans of attending graduate school in the fall of 2015. During his time as an undergraduate student, Fletcher, a Dean’s List Scholar, has remained an active member of the American Institute of Architecture Students (AIAS).

In the summers throughout his college education, Fletcher has gained experience working as an Intern at BC Architects AIA, Inc. Prior to graduation, he has applied his talents in areas of marketing presentations, conceptual design, design development, and construction documents. All of which have contributed to his understanding of building systems, codes, and construction methods. Following graduate school, Fletcher plans on pursuing his NCARB registration along with his LEED accreditation.

Apart from his academic and professional involvement within the field of architecture, Fletcher has spent time developing skills in other areas of graphic design, photography, and videography. All the while, maintaining an active lifestyle along with a passion for travel.

Nathan Blair

Mr. Blair graduated with a Bachelor of Science in Architecture from the University of Utah in 2014. He will be returning to the U of U in the fall to complete work on a Masters of Architecture with an expected graduation in 2016. Mr. Blair is currently employed with Epic Engineering located in Heber City, UT. He has immensely enjoyed his time there helping to grow a newly established architecture department. Upon completion of the Master’s degree program, it is Mr. Blair’s intention to seek fulfillment of IDP credit hours with Epic Engineering.

Mr. Blair’s design interests center around identifying and isolating the spirit of our time with an affinity for communicating these visions through contemporary materials and methods. Mr. Blair was recently able to implement these ideologies by competing in the CTBUH Student Tall Building Design Competition, receiving positive remarks. He is also looking forward to participating in the University of Utah’s DesignBuildBLUFF program.

During his free time, Mr. Blair will most likely be found fly fishing. He also enjoys playing tennis, golf, billiards, and getting sushi on the weekends. Mr. Blair is constantly striving to improve himself personally and professionally, and concludes in his own words, “My name is Nathan Blair. I’m a lifelong student, an aspiring architect, and I’m a Mormon.”

Congratulations, Kevin & Nathan! We wish you both the best of luck in your academic and professional careers.

SDA LOGO_with Tagline

We’re especially proud of our partnership with the Society for Design Administration (SDA). Our members are well aware of the important role office administrators play in design firms, particularly when it comes to insurance matters. Today, we want to congratulate Penny Nelson, Director of Finance for Douglas Pancake Architects in Irvine, California, on passing the SDA Certified Design Firm Administrators exam! Ms. Nelson is the Orange County SDA’s Chapter President.

What is CDFA?

The SDA, the recognized leader in education for best practices in the A/E/C industry, offers a credential that recognizes your achieved administrative and management expertise, the Certified Design Firm Administrator (CDFA) designation. The CDFA credential is a voluntary certification designed to elevate the professional standards in design firm management and administration and contribute to the firm’s organizational growth and maturity through better practices in firm management. The credential comprised by the SDA’s Certification Program distinguishes and supports the roles performed by the spectrum of administrators and managers in the A/E/C firm. Furthermore, enhanced marketability and increased earning potential are just two of the many benefits CDFA certification provides.

CDFA certification recognizes an individual who has met a rigorous standard of experience and expertise in design firm management and administration and who has demonstrated their knowledge of the practice and related disciplines through a thorough examination of management and administrative competencies. This individual further adheres to the ethics and responsibilities of the profession as outlined in the SDA Code of Ethics.

Read more about the CDFA at the SDA’s website…

Last year,  we announced that a/e ProNet will pay one half of a new SDA member’s dues if that member’s insurance broker belongs to a/e ProNet… Chapters can partner with the local broker and reach out to principals and managers in their network. How about that for a good deal! Contact your local a/e ProNet broker today…

Shout-out Credit:

Alicia K. Igram, AAI, VP & Branch Rep
Design & Consulting Liability Specialist
IOA Insurance Services – Aliso Viejo, CA
Email: Alicia.Igram@ioausa.com / Phone: 949-680-1789

aepronet_scholarship

The David W. Lakamp a/e Pronet scholarship deadline has been extended to June 11, 2014. Get your application in a soon as possible!

Two students, who best demonstrate strong interest in practice management, will each receive a $5,000 award. The scholarship is open to fourth year undergraduates and graduate students of architecture enrolled in a NAAB- accredited professional degree program. Submissions are reviewed by jury panel that consists members of the AIA Practice Management Knowledge Community (PMKC) and the a/e ProNet organization. Candidates must submit a copy of their transcripts, two letters of recommendation, and an essay on how they would resolve a project management dilemma.

For more information about the scholarship click here. To download the application click here .

You can also read about past scholarship winners on the blog.

JCJ Logo_Large

We were excited to see that AIA Florida picked up this timely article by Mark Jackson of Jackson Collinsworth Johnson, an a/e ProNet member. Hope you find it helpful, too!

There are two important contract clauses that design professionals should include with every client contract. The first clause provides protection to individuals and the second limits the firm’s liability.

Individual Protection

The first clause we recommend gives individual protection for your licensed professionals. In 2013, the State of Florida signed a law relating to design professionals known as the Fairness in Liability legislation. Beginning July 1, 2013, design firms are now able to negotiate contracts that protect their professional employees from being sued individually by their clients.

The new law grants design professional employees immunity from liability for economic damages resulting from negligence occurring during the course and scope of a professional services contact. The law does require that the design firm maintain professional liability insurance as required under the contract.

The new law also extends to individuals the protection of contractual limitation of liability clauses. This comes four years after the courts ruled that individual professional employees were not protected by limitation of liability clauses in a contract. (Florida appellate court case Witt v. La Gorce Country Club, Inc., 34 Fla.L., Weekly D1161a)

Design professionals should take advantage of the benefits of this new law. Your contracts should be amended to include language that an individual employee cannot be held liable for negligence. The law has five conditions for this protection to apply:

1. The contract is made between the design firm and the client.
2. Individual employees are not to be named as a party to the contract. All professional services contracts need to be made between the client and the business entity.
3. The design firm must maintain Professional Liability insurance, as required by contract.
4. The contract contains a prominent statement, in uppercase font that is at least five point sizes larger than the rest of the text, that an individual employee or agent may not be individually liable for negligence.
5. Any damages are solely economic in nature and the damages do not extend to personal injuries or property not subject to the contract.

To continue reading, download the PDF here…