SBCA's Sample Submittal Package Language to Define CM Scope of Work
The following provides SBCA's proposed best practice truss submittal package language for CMs to use as a standardize approach with respect to defining their scope of work. The grey highlighted text ties most directly to the commentary provided after the proposed sample language.
Proposed Sample TDD and TPD Submittal Transmittal Language
The following Truss Submittal Package is submitted for review and approval by you and the Building Designer for the Building(s). Where required by the Construction Documents or Legal Requirements, the Building Designer shall be a Registered Design Professional. VERBAL APPROVALS WILL NOT BE ACCEPTED. All capitalized terms not otherwise defined herein are as defined in ANSI/TPI 1, the National Design Standard for Metal Plate Connected Wood Truss Construction (“TPI-1”).
SUGGESTED PRACTICE: List those documents included in the Truss Submittal Package
This Truss Submittal Package contains all information required under Chapter 2 of TPI 1 including Truss Design Drawings (“TDDs”), which have been sealed where required, and which generally depict the individual Trusses to be manufactured for the Building(s), and unsealed Truss Placement Diagrams (“TPD[s]”) which indicate the location of the Trusses assumed by ______ [name of Truss Manufacturer] based on review of the Construction Documents. This Truss Submittal Package is submitted for your review and includes the documents listed above.
Please also submit or cause to be submitted this Truss Submittal Package to the Building Designer for review and approval or for a notation that specific corrections are noted for re-submittal.
The Building Designer’s review shall include confirmation of the loading conditions, suitability and use of the Trusses with respect to the Building(s). Internal Truss web configuration, splicing of Truss chord members and other details relating to Truss design are subject to change by ______ [name of Truss Manufacturer] at the time of the final preparation of the TDD and for Truss manufacturing. Slight changes in Truss reactions and deflections may also occur as a result of any refinement of the final Truss design. All changes will be reflected in the TDDs provided in the Truss Submittal Package delivered to the jobsite.
The TDDs further depict the maximum axial compression forces in the web members and required Permanent Individual Truss Member Restraint (see TPI-1). The size, connections, and anchorage of the Lateral Restraint, Permanent Building Stability Bracing and Diagonal Bracing (see TPI-1) shall be by others.
_______ [Name of Truss Manufacturer’s] scope of work shall be limited to the responsibilities of “Truss Manufacturer” and “Truss Designer” under TPI-1. The design assumptions, loading conditions, suitability and use of the Trusses depicted shall be verified by both the Contractor and Building Designer. The approval of the Truss Submittal Package, including the TDDs and TPDs is the responsibility of the Building Designer and Contractor. All notes and instructions set out in the TDDs and TPDs shall be reviewed by the Building Designer. The Contractor shall read all notes and instructions in the TDDs and TPDs and review the practices and guidelines of BCSI and/or its summary sheets as published by the Truss Plate Institute and the Structural Building Component Association (SBCA).
The Contractor is responsible for the construction means, methods, techniques, sequences, procedures, programs, and safety in connection with the receipt, storage, handling, installation, restraining, and bracing of the Trusses.
The TDDs utilize Metal Connector Plate (“MCP”) manufacturer and lumber industry published design values (mechanically or visually graded as indicated), which have been incorporated into the referenced MCP manufacturer’s design software program.
The lumber design values utilized in the truss design correspond to the grade stamp noted on the TDD which grade stamp is to be identified by the Truss Manufacturer prior to cross cutting for manufacturing purposes.
The published lumber design values (a) are calculated and administered by the lumber rules writing agencies using a property range or bending correlation, and are not tension proof tested, (b) are approved by the American Lumber Standards Committee (ALSC) as published design data that are representative of the strength and stiffness of specific grades and species/species groups of lumber, and (c) are further known by ALSC and the lumber rules writing agencies as individual visually or mechanically graded lumber pieces which do not have precise design values.
Neither the Truss Manufacturer nor the Truss Design Engineer can therefore verify or warrant that published lumber design values will exist within the lumber utilized in the Truss when manufactured and delivered.
One set of the approved Truss Submittal Package must be signed by you and the Building Designer and returned to Truss Manufacturer prior to fabrication or delivery date confirmation. Please return the approved Truss Submittal Package by the return date noted on the cover sheet of the particular Truss Submittal Package to allow us to finalize our drawings, fabricate, and begin shipping.
Commentary: ANSI TPI 1 states the following:
Truss Submittal Package: Package consisting of each individual Truss Design Drawing, and, as applicable, the Truss Placement Diagram, the Cover/Truss Index Sheet, Lateral Restraint and Diagonal Bracing details designed in accordance with generally accepted engineering practice, applicable BCSI-defined Lateral Restraint and Diagonal Bracing details, and any other structural details germane to the Trusses.
2.3.1.3 Engagement with the Building Designer.
The Owner shall engage a Building Designer to prepare the Construction Documents and review the Truss Submittal Package.
2.3.1.5 Review and Coordinate Submittal Packages.
The Owner or Owner’s representative shall be responsible for ensuring that the requirement of Section 2.3.4.2 is accomplished.
2.3.2.2 Deferred Submittals.
The Building Designer shall list the Deferred Submittals on the Construction Documents. The Building Designer shall review Deferred Submittals in accordance with Section 2.3.2.3.
2.3.2.3 Review Submittal Packages.
The Building Designer shall review the Truss Submittal Package for compatibility with the Building design. All such submittals shall include a notation indicating that they have been reviewed and whether or not they have been found to be in general conformance with the design of the Building.
2.3.4.2 Information Provided to the Building Designer.
The Contractor, after reviewing and/or approving the Truss Submittal Package, shall forward the Truss Submittal Package to the Building Designer for review.
2.3.4.3 Truss Submittal Package Review.
The Contractor shall not proceed with the Truss installation until the Truss Submittal Package has been reviewed by the Building Designer.
2.3.6.5 Required Documents.
The Truss Manufacturer shall supply to the Contractor the Truss Submittal Package, including the Truss Design Drawing, a Truss Placement Diagram, if required by the Construction Documents or Contract, and the required Permanent Individual Truss Member Restraint location and the method to be used per Section 2.3.3.
2.3.6.7 Truss Submittal Packages.
Where required by the Construction Documents or Contract, Legal Requirements or the Building Official, the Truss Manufacturer shall provide the appropriate Truss Submittal Package to one or more of the following: Building Official; Building Designer and/or Contractor for review and/or approval per Section 2.3.4.2.
Commentary: ANSI TPI 1 states the following:
2.3.5.5 Information on Truss Design Drawings.
Truss Design Drawings shall include, at a minimum, the information specified below:
(k) Truss-to-Truss connection and Truss field assembly requirements.
(l) Calculated span to deflection ratio and/or maximum vertical and horizontal deflection for live load and for live plus dead load and KCR as applicable per Section 7.6.
(m) Maximum axial tension and compression forces in the Truss members.
(o) Required Permanent Individual Truss Member Restraint location.
(p) Truss Designer
2.3.2.1 Construction Documents.
The Construction Documents shall be prepared by the Building Designer and shall be of sufficient clarity to indicate the location, nature and extent of the work proposed, and show in detail that such documents conform to the Legal Requirements, including the Building Code
2.3.3 Requirements for the Permanent Member Restraint/Bracing of Truss Systems.
2.3.3.1 Method of Restraint.
The method of Permanent Individual Truss Member Restraint/Bracing and the method of anchoring or restraining to prevent lateral movement of all Truss members acting together as a system shall be accomplished by:
2.3.3.1.1 Standard Industry Details.
Standard industry Lateral Restraint and Diagonal Bracing details in accordance with BCSI-B3: Permanent Restraint/Bracing of Chords & Web Members and/or BCSI-B7: Temporary & Permanent Restraint/Bracing for Parallel Chord Trusses of the Building Component Safety Information (BCSI).
2.3.3.1.2 Substitution with Reinforcement.
Permanent Individual Truss Member Restraint shall be permitted to be replaced with reinforcement designed to prevent buckling (e.g., buckling reinforcement by T-reinforcement or L-reinforcement, proprietary reinforcement, etc.).
2.3.3.1.3 Project Specific Design.
A project specific Truss member permanent Lateral Restraint/bracing design for the roof or floor Framing Structural System shall be permitted to be specified by the Building Designer or any Registered Design Professional.
2.3.3.2 Absence of Truss Restraint/Bracing Method or Details.
If a specific Truss member permanent bracing design for the roof or floor Framing Structural System is not provided by the Owner, Building Designer or any Registered Design Professional, the method of Permanent Individual Truss Member Restraint and Diagonal Bracing for the Truss Top Chord, Bottom Chord, and Web members shall be in accordance with BCSI-B3 or BCSI-B7.
2.3.3.3 Trusses Spanning 60 Feet (18 m) or Greater.
For Trusses with clear spans 60 ft. (18 m) or greater, see Section 2.3.1.6.
Commentary: ANSI TPI 1 states the following:
2.3.4.4 Means and Methods.
The Contractor is responsible for the construction means, methods, techniques, sequences, procedures, programs, and safety in connection with the receipt, storage, handling, installation, restraining, and bracing of the Trusses
Commentary: ANSI TPI 1 states the following:
The adjacent position, “returned to Truss Manufacturer prior to fabrication or delivery date confirmation,” is challenging in practice. Strategies will need to be developed by the CM to deal with these.
2.3.1.5 Review and Coordinate Submittal Packages.
The Owner or Owner’s representative shall be responsible for ensuring that the requirement of Section 2.3.4.2 is accomplished
2.3.2.3 Review Submittal Packages.
The Building Designer shall review the Truss Submittal Package for compatibility with the Building design. All such submittals shall include a notation indicating that they have been reviewed and whether or not they have been found to be in general conformance with the design of the Building.
2.3.4.2 Information Provided to the Building Designer.
The Contractor, after reviewing and/or approving the Truss Submittal Package, shall forward the Truss Submittal Package to the Building Designer for review.
2.3.4.3 Truss Submittal Package Review.
The Contractor shall not proceed with the Truss installation until the Truss Submittal Package has been reviewed by the Building Designer.