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ASC Proceedings of the 36th Annual Conference
Purdue University - West Lafayette, Indiana
March 29 - April 1, 2000          pp 67 - 76

Documentation: A Building Construction Management Model for Teaching Writing in the Discipline (WID)

Christopher S. Ray and Barry Stiltner
Building Construction Management
Purdue University

 

This paper explains how the Building Construction Management Department at Purdue University developed and integrated writing-in-the-discipline (WID) processes and developed a staffed Technical Writing and Documentation Laboratory. By utilizing the resources of a faculty/industry Task Force, WID may be integrated into the classroom, thereby educating the students not only in written communications, but also in common documentation requirements of commercial construction.

Key words: documentation, writing, writing-in-the-discipline (WID).


Introduction

All industries have terminology dedicated to specific requirements and situations unique to that business. Successful communication within an industry depends on each individual’s ability to understand and skillfully use the industry’s terminology and communication practices. Effective writing skills are particularly important for students in the technology and engineering disciplines. Upon graduation, these students will become involved in a broad range of project activities and organizations that require significant documentation and writing skills. To help develop these skills in our students, we are expanding writing in the discipline (WID), and developing a staffed Technical Writing and Documentation Laboratory.

 

Objectives

The objective is to develop and implement a Technical Writing and Documentation Laboratory staffed by a Professional Writing graduate assistant (PWGA) who would advise students in a one-on-one setting. Additionally the PWGA is to develop and expand specific WID terminology and communication practices taught in the building construction management department curriculum. In developing both the writing lab and the WID elements, a model program will be developed that can be adopted by other technology-oriented programs at Purdue.

 

Background

With the growth of the U.S. college student population in the 1960s and early 1970s, Universities and community colleges recognized that a high percentage of students had problems writing effectively. (Fulwiler & Young, 1990) This concern reached beyond academia and culminated in a controversial Newsweek cover story of December 1975: Why Johnny Can’t Write. (Russell, 1992) The article generated a swirl of public discourse decrying the decline of literacy.

However, David R. Russell, in his "American Origins of the Writing-Across-the-Curriculum Movement" (1992) places this 1970s crisis in its proper historical context:

But like similar literacy crises in the 1870s, 1910s, and late 1940s, the mid-1970s crisis coincided with widening access to previously excluded groups. And like its predecessors, the mid-1970s uproar led to a renewed emphasis on the mechanical correctness and "skills"—now dubbed back to the basics. (p.14)

In contrast to the literacy panics of the past, however, universities in the 1970s provided professionals in Rhetoric and Composition Studies to address the problem—and, very importantly, due to the public outcry (p.14) for competent writers, these writing specialists finally had the money and resources to effect a substantive change.

This change would lead to the formation of the pedagogical model(s) now known as writing across the curriculum 9WAC). Owing much to British literacy theorists of the late 1960s (Bazerman & Russell, 1994), this cross-curricular theory of writing rested on the basis of deeming writing as a recursive, revisionary process, not a sequentially manufactured product. Other theoretical components of writing across the curriculum can (perhaps reductively) be summarized as follows:

bulletAn interdisciplinary dialogue on writing that brings writing into as many classrooms as possible
bulletBrief and varied (cross-disciplinary) writing forms that receive both instructor and peer responses
bulletA focus on writing as learning—the principle that the cognitive processes involved in writing and knowledge acquisition are very similar. (Russell, 1990 & 92; Emig, 1977)

Non-English-discipline professors writing policies were a semi-revolutionary aspect of the writing-across-the-discipline policies (keeping in mind, however, that the English department was the arbiter of those policies). Non-English-discipline professors would take part in writing-across-the-curriculum seminars and then take those principles back to their classrooms: It became popular for faculty from across the curriculum to include write-to-learn assignments ranging from journals to response papers (Jamieson, 1996, p.3) in their courses. No operative norm, though, can be assumed for the intersection of writing-across-the curriculum theory with actual classroom practice (whether at the college or secondary level). Programs that currently label themselves as writing-across-the-curriculum range from expanded writing labs (Russell, 1992, p.16) to forums on Platonic metaphysics.

However, even with this shift to a writing-across-the-curriculum mode in diverse classrooms, students still had problems writing in their areas of specialization. There was a performance gap between writing competency in composition courses, and writing performance in the genres employed by the students’ respective professional disciplines. (Fulwiler & Young, 1997)

The institutional response to this performance gap has led to what is now termed writing in the disciplines (WID). In this model, significant sections of students’ writing instruction are returned to their major department. This move allows students to acclimate themselves to the genres of their disciplines (Jamieson, 1996) and engages them in the professional discourse of their field.

Strategy of Approach

In order to develop WID within the building construction management department, a Technical Writing and Documentation Task Force (Task Force) was developed. Members include two faculty members from the building construction management program, two members from industry, and the PWGA. Industry members were volunteers from the Purdue University Construction Advisory Council.

The Task Force assists the department by suggesting issues and topics suitable for development into writing exercises and instructional materials for building construction management students. Through the expertise of the laboratory graduate assistant, writing exercises and instructional materials suitable for the building construction management students are developed and designed.

The specific form and style developed by the laboratory graduate assistant, along with the content areas suggested by the Task Force, will be developed into a model that could be implemented into other programs across the University. By using an industry specific Task Force, WID issues and topics suitable for developing into writing exercises and instructional material for other departments may be implemented.

Procedures and Conditions for Lab Development

The building construction management program has committed resources to develop and improve student writing and communication skills. A permanent graduate assistant position will be created when funds become available.

Graduate Assistant Criteria

The minimum criteria for the PWGA position are:

bulletMust be a current Master’s or Ph.D. student
bulletMust be enrolled in the Professional Writing, Creative Writing, or English Education. The rationales for these requirements are twofold.

First, graduate standing is required for receiving Graduate Assistantships.

Secondly, expertise in written communications is enhanced through the Professional Writing or other English Writing graduate programs, and is continually developed through enrollment in these programs. These students, however, may lack the writing-in-the-discipline requirements of building construction management. This deficiency would be compensated by interaction with the building construction management faculty and the Task Force.

The PWGA will be available for 20 hours of one-on-one consultation with students, Monday through Friday. The PWGA will post hours that are reasonable as well as convenient for the students. At least four of the twenty hours will be in the evening. During the twenty hours, the PWGA will be responsible for assisting the students in developing and enhancing their written communication skills as required in the building construction management curriculum. The PWGA will be charged with providing verification and documentation of instruction assistance by keeping a record of all student contacts.

Facility Criteria

A permanent facility that will house the graduate assistant as well as space for meeting students will be located and dedicated for the model laboratory. At this time, the office used by the GWGA is shared by two other entities in this department-- the student organizations and an international honor society. The office has computer capability with the latest word processor software and Internet capability.

Procedures and Conditions of Lab-Content Development

The initial meeting of the Task Force was convened on February 4, 1999 for the purpose of identifying industry-specific documentation and writing requirements. This meeting determined:

bulletThe major types of documents to be taught in the curriculum
bulletIdentification of the audience for each type of document
bulletIdentification of the instructional format for the writing requirements of the curriculum

The major types of documents to be taught in the curriculum

Commercial construction companies use many types of documents prepared by their project managers. By identifying several commonly used documents the Task Force will be able to refine the specific disciplinary writing assignments required of the students.

The Task Force identified three common types of documents prepared by project managers: Business Letters, Request for Information, and Internal Memorandums. These three documents were identified for development and instruction in the Writing Lab.

Identify the audience for each type of document

One of the primary objectives of the WID initiative is to teach students to write to a specific audience (Civitello, 2.3.2). Not only is writing to a specific audience vital, but also writing at a level the reader can understand and comprehend is equally important.

The Task Force identified specific audiences and the various experience levels of these audiences.

Identify instructional format for the writing requirements of the Building Construction curriculum

The Task Force assists instructors in developing specific writing assignments, with an accompanying objective of each assignment.

The intent is to develop instructional assignments that allow the students to develop their ability to create clear, complete, concise, and accurate documentation and correspondence that is critical to the building construction management industry.

Writing-in-the-Discipline Content Development

Several areas are important in developing writing in the discipline.

Types of Documents

The Task force identified numerous construction-related documents that project managers and project engineers use or generate. After review of several construction-related documents, the Task Force determined that in many instances the title or name of a document was different from company to company. However, content of the documents were generally the same. Figure 1 identifies these documents.

 

Budget Reports

Purchase Order Catalog

Estimated to Actual Budget Reports

Notice to Comply

Summary Budget Reports

Meeting Agendas

Budget Control Reports

Meeting Minutes

Field Work Directives

Request for Information

Field Work Reports

Insurance Certificate

Labor Reports

Letter of Transmittal

Manpower Reports

Telephone Log

Payroll Reports

CPM Reports

Crew Lists

Pre-Construction Schedule

Time Cards

Master Schedule

Change Order Requests

Short Interval Schedule

Potential Change Orders

Event Reports

Change Order Summary

Punch List

Invoices

Fax

Bid Packages

E-mail

Contract Log

Qualification Statement

Schedule of Values

Permits

Current Contract Amount Summary

Inspection Notifications

Application for Payment

Dunning Letters

DBE / MBE / WBE Reports

Change Order Request

Drawing Distribution List

Insurance Expiration

Drawing List

Late Contract Execution

Contract Drawing Report

Late Material Delivery

Issue Reports

Potential Change Quote

Critical Issue Report

MSDS

Submittal Reports

Conditional Lien Waiver

Submittals

Unconditional Lien Waiver

Late Submittal Reports

Approval Letters

Daily Construction Reports

Bid Package RFP

General Daily Notes

Start Up Procedures

Weather History

Termination Letters

Superintendent Log

Notice of Intent Letters

Equipment Cost Reports

Addenda

Equipment Rental Reports

Specifications

Safety Notices

O&M Manuals

Internal Memorandums

Check Request

Notifications

Subcontractor Performance Review

Vendor Lists

Bid Bond

Prime Contract

Performance / Payment Bonds

Subcontracts

Certified Payroll documents

Purchase Orders

 

Figure 1. Construction-Related documents that project managers and project engineers use or generate.

After extensive discussion and debate, the Task Force decided to focus on three types of documents that are most frequently written by project managers. These are business letters, requests for information (RFI), and internal memorandums.

The Department’s Construction Advisory Council in 1998 listed similar documents for incorporation into the Construction Writing and Documentation course being developed at Purdue University (Ray, 1999).

Business Letters

Business letters are formal documents used to convey specific information. This type of document will pertain strictly to project specific issues as recommended by the Task Force.

Requests for Information

The Task Force mentioned that requests for information (RFI) were the most typical document generated in project specific cases. An RFI normally requests clarification or interpretation of an issue identified by the general contractor, and is typically written to the Architect/Engineer. In the case of a subcontractor, the RFI is written to the general contractor.

Internal Memorandums

Memorandums, as prepared by project managers, are typically correspondence documents of specific project information that do not go outside the contractor’s office. These documents tend to be less formal and structured. In many instances, speculation and personal opinion are stated. However, the Task Force did recommend that the same audience criteria be used in developing internal memorandums.

Audience Criteria

One of the key elements of project correspondence is to determine first who is the intended audience--from who is action or reaction to the message desired? Then, a second key element is to ensure that the audience understands the content of the message. The Task Force indicated that one of the hardest things to do when preparing project correspondence is to make sure that the correspondence is clear, complete, concise, and accurate; and that the issue, facts, and requests presented are clear in the mind of the reader.

One of the roadblocks to understanding messages in many instances is the difference between the writers perception of the audiences level of knowledge and the actual level of knowledge possessed by the audience. Writing at an inaccurately perceived level of knowledge may create confusion or doubt in the mind of the audience. It is therefore imperative that the writer prepares documents in a manner that leaves no doubt in the audiences mind what is being stated or asked.

The Task Force identified several types of audience and potential levels of knowledge or experience. These are identified in Table 1.

Table 1
Types of Audience and Potential Levels of Knowledge or Experience

Audience
Level of Knowledge or Experience
Owner
(Developers, corporate owners)
High
Very experienced in construction processes
Medium
Has been involved first hand in project development
Low
First time project; little to no previous experience in project
Architect
(Primary designers, Architects Project Administrator)
High
Very experienced; has managed projects for 10 years or more
Medium
5 to 7 years of project management experience
Low
Less than 5 years project experience; first time as lead project architect
Engineer
(Civil, electrical, mechanical, etc.)
High
Very experienced; has managed projects for 10 years or more
Medium
5 to 7 years project management experience; may be first time as lead engineer
Low
Engineer in Training; has not led project team
Subcontractor
(Specialty trades)
High
Significant industry experience; has managed multiple project for 10 years or more
Medium
5 to 7 years of project management experience
Low
Less than 5 years project management experience; may be first time a primary contact
Suppliers
(Material vendors, product representatives, etc.)
High
Significant industry experience; has been in this supply field 10 years or more
Medium
5 to 7 years of experience in this supply field
Low
Less than 5 years in this supply field
Project Field Personnel
(Superintendent, field engineers)
High
15 years or more significant field management experience
Medium
8 to 15 years of significant field management experience
Low
Less than 8 years of field management experience
Government Officials
(Planning, zoning, codes, permits, State agencies, OSHA, etc.)
High
10 years or more in current capacity as a governmental official
Medium
5 to 10 years in current capacity as a governmental official
Low
Less than 5 years in current capacity as a governmental official

Instructional Format

The Task Force identified several content areas for developing writing skills. Since most project correspondence is developed on a project basis, it was recommended that case studies of actual projects be developed for use in improving writing skills.

By utilizing a case study for improving the students’ writing skills, the students will be able be see the relevancy of writing during the three primary project development phases of pre-construction, construction, and project closeout.

Pre-construction Documentation

Pre-construction documentation consists of documentation and correspondence developed during the pre-bidding, bidding, and contract negotiation phases.

Pre-bidding documentation may consist of the following:

1. Invitation to Bid

2. Qualification Statements

3. Subcontractor / Vendor / Supplier correspondence

Bidding documentation may consist of the following:

1. Request for Information related to bidding documents

2. Addenda

3. Bid Form

Contract Negotiation may consist of the following:

1. Proposal preparation

2. Sub-bid clarification

Construction Documentation

Construction documentation may consist of documentation and correspondence involving the day-to-day operations and problems of the specific project and may consist of the following:

1. Project letters

2. Project RFI

3. Internal memorandums related to the project

Project Closeout Documentation

Project closeout documentation may consist primarily of information required in the contract documents necessary to allow the architect to issue final payment.

Project closeout documentation may consist of the following:

1. Warranty information

2. Punch list

3. Record documents and as-built

4. Operation and maintenance correspondence

5. Start-up procedures

Example Exercise

Following in Figure 2 is a brief case study and sequence of how building construction management WID may be implemented. This case study allows the students the opportunity to develop an internal memorandum, a business letter, and to become familiar with AIA document A305-Contractors Qualification Statement.

Case Study

While reading through Engineering News-Record, senior management came across a project listed in the Pulse section that may be of interest to your company. The project design has been awarded to an architectural firm your company has worked with successfully in the past. The size and scope of the project is exactly the type of project your company has built its outstanding reputation on. Following is the Pulse listing for the project:

OHIO JBLD Associates is in the conceptual design phase for the
proposed Oden Office Complex, located at the southeast corner of
Merriam Drive and Southwest Blvd. in Columbus. Phase One of the project shall consist of a two-story, 40,000 SF speculative office
building. Construction scheduled to start in 8 to 10 months.
JBLD
Associates, 3555 South Military Avenue, Columbus, 43017.

After contacting the architects’ office, you find that the owner of the project is new to the development business and has little experience in construction. You ask the architect if it would be all right to contact the owner directly to inquire about the project. The architects’ office requests that you submit an introduction letter and an AIA 305 to their office and to the owner. The architects’ office indicated that they were going to ask your company for some preliminary information regarding the project anyway, and this is a perfect opportunity and time to introduce your company to the owner.

Assignment

Prepare a letter of introduction to the owner and a Contractors Qualification Statement AIA 305. (Copies of blank AIA 305 forms may be picked up from the Technical Writing and Documentation Lab.) After reading through the AIA 305 document, prepare a memorandum to your senior management requesting specific information required on the AIA 305 form. Once you have received this information, complete the document and take your letter of introduction and AIA 305 to the Writing Lab Graduate Assistant for preliminary review, prior to final submission to the class instructor. Your final document is due at the beginning of lecture #6.

Sequence

1. Provide Case Study.

2. In class, identify audience criteria.

3. Student procures AIA 305 from the Lab.

4. Student prepares memorandum requesting specific information on AIA 305.

5. After receiving AIA 305 information, student completes AIA 305 and prepares cover letter.

6. Student submits takes cover letter and AIA 305 to the Lab Graduate Assistant for preliminary review. The Lab Graduate Assistant will provide general guidelines and suggestions to the students in preparing both documents.

7. Based on the suggestions offered by the Lab Graduate Assistant, the student finalizes the document for submission to the class instructor at the designated time.

The initial review and critique by the Lab Graduate Assistant will be the major review; the final review by the instructor should be minimal. Students who did not meet with the Lab Graduate Assistant for the initial review will receive the document returned without review by the class instructor.

Figure 2. A sample case study for building construction management students.


Conclusion

Project documentation is critical to the success of many companies. Understanding and learning how to prepare the multitude of documents generated on commercial construction projects is of the utmost importance for construction professionals.

By requiring students to write in the discipline, opportunities to develop specific writing skills and become familiar with specific terms and documents used in commercial construction are enhanced. With input and guidance from the Technical Writing and Documentation Task Force, these skills and terms may be enhanced and developed.

Having the Task Force assist in identifying specific types of documents used in commercial construction, along with audience identification and specific case studies, writing in the discipline may be introduced into specific courses.

 

References

Bazerman, C. and Russell D.R. (1994). In Charles Bazerman and David R. Russell (Eds.), In the Preface Landmark Essays on Writing Across the Curriculum (pp. xi-xvi). Davis, CA: Hermagoras Press.

Civitello, Andrew M. (1994). Construction Operations Manual 0f Policy & Procedures-2nd Edition. New York: McGraw-Hill, Inc.

Emig, Janet. (1977). Writing as a mode of learning. In Charles Bazerman and David R. Russell (Eds.), Landmark Essays on Writing Across the Curriculum (pp. 89-96). Davis, CA: Hermagoras Press.

Fulwiler T. & Young, A. (1990). Introduction. In Toby Fulwiler & Art Young (Eds.), Programs that work: Models and methods for writing across the curriculum. (pp. 1-8). Portsmouth, NH: Boynton/Cook Publishers.

Fulwiler T. & Young, A. (1997). The wac archives revisited. In Kathleen Blake Yancey & Brian Huot (Eds.), Assessing writing across the curriculum: Diverse approaches and practices. London: Ablex Publishing.

Jamieson, Sandra. (1996). Shaping the contact zone: Designing wac/wid assignments for composition courses. Conference on College Composition and Communication. Milwaukee, WI. (ERIC Document Reproduction Service No. ED 404 644).

Ray, Christopher S. (1999). Course Development in Construction Writing and Documentation. Proceedings of the 35th Annual Conference of the Associated Schools of Construction, 57-71.

Russell, D. R. (1990). Writing across the curriculum in historical perspective: Toward a social interpretation. College English 52, 52-73.

Russell, D. R. (1992). American origins of the writing-across-the curriculum movement. In Charles Bazerman and David R. Russell (Eds.), Landmark Essays on Writing Across the Curriculum (pp.3-22). Davis, CA: Hermagoras Press.

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