C3-KS40 Flashcards

Knowledge of contents of design drawings and related documents required for agency approvals.

1
Q

The AIA BIOI — Standard Form of Agreement Between
Owner and Architect which essentially the combination of the B102 and the B201. Why doesn’t CAB just
reference the BIOI instead?

A

My guess is CAB and the AIA want us to be aware that there are separate terms and conditions and scopes of services that can be paired with each other so we buy them in the future, but that is only my guess.

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2
Q

True or False

The AIA B102 — Standard Form of Agreement Between Owner and Architect without a Predefined Scope of
Architect’s Services provides agreement terms only.

A

True

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3
Q

True or False

The AIA B102 — Standard Form of Agreement Between Owner and Architect without a Predefined Scope of
Architect’s Services includes a scope of Architect’s services which must be inserted into Article 1 or attached as an exhibit.

A

False

Does not include a scope of Architect’s services which must be inserted into Article 1 or attached as
an exhibit.

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4
Q

True or False

The AIA B102 — Standard Form of Agreement Between Owner and Architect without a Predefined Scope of
Architect’s Services does not contains provisions for mediation and arbitration of claims and disputes.

A

False

It contains provisions for mediation and arbitration of claims and disputes.

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5
Q

AIA B201 — Standard Form of Architect’s Services: Design and Construction Contract

This document provides …

A

…the Architect’s scope of services for Design and Construction Contract Administration.

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6
Q

Basic Services are based on the five traditional phases:

A
  1. Schematic Design
  2. Design Development
  3. Construction Documents
  4. Bidding or Negotiation
  5. Construction Administration.
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7
Q

AIA B201 — Standard Form of Architect’s Services: Design and Construction Contract is a standalone document

A

False

This document is not a standalone document it must be incorporated into an Owner-Architect Agreement.

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8
Q

Basic duties of Schematic Design include:

A
  • Prepare a preliminary evaluation of the Owner’s Program
  • Exploration of different design alternatives (multiple preliminary designs can be considered an additional service according to AIA B201)
  • Meeting with local officials
  • Meeting and preliminary coordination consultants
  • Submit to the Owner an estimate of the Cost of Work
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9
Q

Basic duties of Design Development include:

A
  • Focus on a single design strategy
  • Consideration of materials & finishes
  • Selection of structural system
  • Meeting with local officials
  • Meeting and coordination with consultants
  • Update the estimate of the Cost of Work

-Please purchase a copy, or use your firm’s copy, of the B102 and the B201 and get your hands dirty. You
need to be familiar with these Contracts. You don’t need to memorize Article numbers or anything like that, just have a good handle on the contents, especially roles and responsibilities.

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10
Q

Basic duties of Construction Documents

A
  • Prepare construction drawings
  • Prepare written specifications
  • Prepare the project manual
  • Prepare drawings for submittal to local agencies
  • Coordination of consultants drawings
  • Update the estimate of the Cost of Work

-Additional Information prepared during this Phase:The Architect shall develop and prepare Invitation to Bidders
Form of Agreement between Owner and Contractor

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11
Q

Project Manual consists of the following;

A
  1. Specifications
  2. Conditions of the Contract for Construction
    - General Conditions
    - Supplementary Conditions & Other Conditions
  3. Instructions to Bidders
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12
Q

Types of Specifications

A
  1. Proprietary Specification
    - Open Specification
    - Closed Specification
  2. Performance Specification
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13
Q

Proprietary Specification

A

Specifies specific products or material assemblies including manufacturers’ names.

Two types of Proprietary Specifications;
1. Open Specification — often called “equal specs”, typically includes three or more trade names with a provision “or approved equal

  1. Closed Specification — specifies a single trade name and typically doesn’t allow for substitution.

NOTE: Closed Specifications are not allowed on Public projects, with a few minor exceptions as noted in KS #19.

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14
Q

Performance Specification

A

Describes the performance criteria for a particular

product or system.

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15
Q

Allowance

A

Used in lieu of specifying a product or particular portion of the work when that product or scope of work is not specified, such as door hardware (i.e. allow S5000 for door hardware, we’ll pick it out later).

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16
Q

Alternate

A

Amount added or deducted to the base bid for a specified product, i.e. hardwood floor is specified in the base bid, but Alternate #1 is carpet

17
Q

Substitution

A

Typically during construction when a product is substituted for the one specified in the Construction Documents, i.e. no longer available, long lead time.

18
Q

True or False

Substitutions must be approved in writing by Architect & Owner

A

True

19
Q

Bidding and Negotiation

A
  • Send out Contractors’ Qualification Statements
  • Send out Invitation to Bidders / Instructions to Bidders
  • Send out bid documents
  • Respond to RFls (request for information)
  • Issue addenda
  • Attend pre-bid conference
  • Assist owner in reviewing bids
  • Documentation and distribution of bidding results
20
Q

Contract Administration

A
  • Review shop drawings
  • Process change orders
  • Issue revisions
  • Interpret drawings and specifications, issues revisions if necessary
  • Visit the job site at appropriate intervals of construction
  • Process applications for payment due the contractor
  • Process certificate of substantial completion

-Schedule weekly/bi-monthly job meetings with Owner,
Contractor, and Architect

21
Q

The 3 Optional Phases — These could be considered the three main optional phases

A
  1. Pre-design Phase ( We reviewed Programming in KS #8)
  2. Programming
  3. Post Contract Services
22
Q

Basic duties of Pre-design Phase include:

A
  • Programming
  • Space schematics/flow diagrams
  • Survey of existing facilities
  • Development of preliminary budget
23
Q

-Site Evaluation and Planning — We reviewed Site Evaluation and Planning in KS #8

A
  • Site analysis and selection
  • Site development planning
  • On & off-site utility studies
  • Site surveys
  • Soils reports
  • Development of site budget
24
Q

Basic duties of Post Contract Services include:

A
  • Maintenance and operational programming
  • Start-up assistance
  • Record drawing
  • Warranty review
  • Post contract evaluation
25
Q

Types of Additional Services - These are from Article 3 Additional Services of the AIA B201.

A
  • Programming
  • Multiple preliminary designs
  • Measured drawings
  • Existing facilities surveys
  • Site Evaluation and Planning — B203
  • As-constructed record drawings
  • Post occupancy evaluation
  • Facility Support Services— B210
  • Tenant-related services
  • Coordination of Owner’s consultants
  • Telecommunications/data design
  • Security Evaluation and Planning — B206
  • Commissioning — B211
  • Extensive environmentally responsible design
  • LEED Certification — B214
  • Fast-track design services
  • Historic Preservation — B205
  • Furniture, Furnishings, and Equipment Design
  • Building information modeling
  • Civil engineering
  • Landscape design
  • Architectural Interior Design
  • Value Analysis — B204
  • Detailed cost estimating
  • On-site project representation
  • Conformed construction documents
  • As-designed record drawings

-It’s very important to understand what constitutes an Additional Service versus what is included in the Scope of
Architect’s Basic Services.

26
Q

True or False

Renderings and models are considered Additional Services.

A

False

Renderings and models are not listed under Additional Services.

They are considered reimbursable expenses

27
Q

Reimbursable Expenses

A
  • Transportation and out of town travel
  • Long distance services, data and communication services, project websites
  • Fees paid for securing approval of authorities having jurisdiction over the Project
  • Printing, reproductions, plots
  • Expense of overtime work requiring higher than regular rates, if authorized in advance by the Owner
  • Renderings, models, mock-ups, professional photography, and presentation materials requested by the Owner
  • Architect’s Consultant’s expense of professional liability insurance dedicated exclusively to the Project
  • All taxes levied on professional services and on reimbursable expenses
  • Site office expenses
  • Renderings, models, mock- ups, and presentation materials are all part of
  • Reimbursable Expenses, now vou know.
28
Q

An architect’s services occur between what two dates.

A
  1. commencement of construction date
  2. susbstantial completion date
    - these are listed under b101 initial information
29
Q

S 3.1.3 As soon as practicable after the date of this Agreement, the Architect shall submit to the owner and the Scheduling Consultant a schedule of the Architect’s services for inclusion Architect’s services shall include design milestone dates, anticipated date schedule of the dates when cost estimates or design reviews may occur, and allowances for periods of time required

A

(l) for the Owner’s review

(2) for the performance of the Owner’s
consultants

(3) for approval of submissions by authorities having jurisdiction over the project.