category III Flashcards
You are designing a performing arts center on a sloping site. What four consultants should be brought on board for this project type?
// acoustical engineer: to evaluate specific acoustical needs of the auditorium
// structural engineer: to determine what structure best suits the sloped site
// geotechnical engineer: to determine what soils are present for foundation design
// site surveyor: to determine exact topography dimensions
An owner has a site with a historical building and gardens located adjacent to the property. Name three consultants who may be needed to evaluate this project.
// historical preservation consultant: to evaluate any requirements of the california historic building code
// landscape designer: to determine what landscape would best complement the existing historical garden
// biologist: to determine if the proposed project would adversely affect the existing gardens and wildlife on site
What factors should be considered when selecting consultants?
// complimentary skills // experience in project type // prior relationships // references // client preference // ability to meet schedule/deadline
According to AIA 201, name three services, other than architectural services, that are part of the scope of architect’s basic services.
// structural, mechanical, and electrical engineering services are part of the scope of architect’s basic services
What responsibilities does a consultant have in relationship with the architect? How is their relationship defined?
// according to AIA C401: standard form of agreement between architect and consultant, the consultant shall assume toward the architect all obligations and responsibilities that the architect assumes toward the owner
// the consultant is defined as an independent contractor to the architect
If an architect hires a team of consultants, does the architect maintain sole professional credit for the project? How are marketing and promotional expenses paid for?
// no, the architect and consultant agree to share professional credit for the project as well as share costs and expenses incurred in marketing, promotion, and display of the project, if applicable
What are typical responsibilities assumed by the consultant on a project?
// consultant to uphold standard of care, similar to what is required of architect
// recommend to the architect investigations, surveys, tests, reports, etc required for the project
// coordinate services with architect
// provide copies of drawings, reports, specs, etc to the architect and other consultants
// submit a schedule for performance of services for architect’s approval
What is a consultant not responsible for?
// the consultant shall not be responsible for acts or omissions of the architect or others
// the consultant shall provide prompt written notice to the architect if the consultant becomes aware of any errors, omissions or inconsistencies in the services or information provided to the architect or other consultants
Name four types of insurance required for the consultant to maintain.
// general liability
// automobile liability
// workers compensation
// professional liability
Describe the scope of the consultant’s services
// provide the architect with same professional services as the architect provides to owner
// license required in the jurisdiction where the project is located
// upon request, furnish interpretations of contract documents prepared by the consultant
// render written recommendations on claims, disputes, etc, between owner and contractor
// assist architect in rejecting non-conforming work
Name four responsibilities of the architect in regards to consultants.
// provide information in a timely manner, including owner’s programs
// designate an authorized respresentative to act on the architect’s behalf
// confer with consultant before issuing interpretations or clarifications of documents prepared by consultant
// advise consultant of the identity of other consulting participants
What documents must the architect provide to the consultant?
// detailed layouts showing location of connections
// tabulation of sizes, loads, etc. on equipment designed or furnished by others
// estimates of cost of work submitted to the owner
// contract documents, change orders, bidding documents, negotiated proposals, etc
// information from surveys, tests, reports, etc. of other consultants if requested by consultant, architect shall request owner to provide
What does AIA C401 require regarding accuracy of services performed by the consultant?
// the architect shall be entitled to rely on the accuracy and completeness of services and information furnished by the consultant
// the architect shall provide written notice to the consultant if the architect becomes aware of any errors, omissions, or inconsistencies in such services or information
What is the consultant’s responsbility towards cost of work estimations?
// after all project requirements have been identified, the consultant shall prepare and submit to the architect an estimate of the cost of the work for the portion of the project the consultant has reponsibility for
// the consultant shall update their estimate as required by the prime agreement between architect and owner
According to AIA 201, name three services, other than architectural services, that are part of the scope of architect’s basic services.
// structural, mechanical, and electrical engineering services are part of the scope of architect’s basic services
What responsibilities does a consultant have in relationship with the architect? How is their relationship defined?
// according to AIA C401: standard form of agreement between architect and consultant, the consultant shall assume toward the architect all obligations and responsibilities that the architect assumes toward the owner
// the consultant is defined as an independent contractor to the architect
If an architect hires a team of consultants, does the architect maintain sole professional credit for the project? How are marketing and promotional expenses paid for?
// no, the architect and consultant agree to share professional credit for the project as well as share costs and expenses incurred in marketing, promotion, and display of the project, if applicable
What are typical responsibilities assumed by the consultant on a project?
// consultant to uphold standard of care, similar to what is required of architect
// recommend to the architect investigations, surveys, tests, reports, etc required for the project
// coordinate services with architect
// provide copies of drawings, reports, specs, etc to the architect and other consultants
// submit a schedule for performance of services for architect’s approval
What is a consultant not responsible for?
// the consultant shall not be responsible for acts or omissions of the architect or others
// the consultant shall provide prompt written notice to the architect if the consultant becomes aware of any errors, omissions or inconsistencies in the services or information provided to the architect or other consultants
Name four types of insurance required for the consultant to maintain.
// general liability
// automobile liability
// workers compensation
// professional liability
Describe the scope of the consultant’s services.
// provide the architect with same professional services as the architect provides to owner
// license required in the jurisdiction where the project is located
// upon request, furnish interpretations of contract documents prepared by the consultant
// render written recommendations on claims, disputes, etc, between owner and contractor
// assist architect in rejecting non-conforming work
Name four responsibilities of the architect in regards to consultants.
// provide information in a timely manner, including owner’s programs
// designate an authorized respresentative to act on the architect’s behalf
// confer with consultant before issuing interpretations or clarifications of documents prepared by consultant
// advise consultant of the identity of other consulting participants
What documents must the architect provide to the consultant?
// detailed layouts showing location of connections
// tabulation of sizes, loads, etc. on equipment designed or furnished by others
// estimates of cost of work submitted to the owner
// contract documents, change orders, bidding documents, negotiated proposals, etc
// information from surveys, tests, reports, etc. of other consultants if requested by consultant, architect shall request owner to provide
What does AIA C401 require regarding accuracy of services performed by the consultant?
// the architect shall be entitled to rely on the accuracy and completeness of services and information furnished by the consultant
// the architect shall provide written notice to the consultant if the architect becomes aware of any errors, omissions, or inconsistencies in such services or information
What is the consultant’s responsbility towards cost of work estimations?
// after all project requirements have been identified, the consultant shall prepare and submit to the architect an estimate of the cost of the work for the portion of the project the consultant has reponsibility for
// the consultant shall update their estimate as required by the prime agreement between architect and owner
What must a consultant do if the estimate for the cost of work exceeds the owner’s budget?
// if at any time the estimate for the cost of the work exceeds the owner’s budget, the consultant shall make appropriate recommendations to the architect to adjust the project’s size, quality or budget related to the consultant’s portion
// additional, the consultant shall cooperate with the architect and the architect’s other consultants in redesigning their portion to comply with the budget for the cost of the work
Does a consultant maintain copyrights and licenses over their portion of the work?
// yes. the consultant grants the architect a license to use the consultant’s instructments of service in the same manner the architect has granted a license to the owner in the prime agreement
// the architect and consultant shall not make changes in each other’s instruments of service without written permission of the other party
Name five different types of firm structures.
// sole proprietor: ownered and run by one individual, no legal distinction between owner and business
// partnership: partners agree to share in job duties as well as profits and losses of a business
// S corporation: allows income and expenses to flow through individual business owner
// C corporation: separation of business and owner
// joint venture: business agreement in which parties agree to work together for a finite time
Which firm structure is the most expensive? Which is the least?
// generally speaking, corporations, both S and C type, are the most expensive firm structures to create and maintain
// state of california franchise tax board requires minimum $800 annually for being a corporation, plus accountant fees are higher due to filing corporate tax returns being more labor intensive
// least expensive: sole proprietor. most common for solo practitioners
Who are the five primary members of a typical project team?
// project manager: coordinates entire team, keeps client informed of progress, produces competent set of instruments
// job captain: coordinates working drawing set, supervises drafters, reports to project manager
// draftsman: produces drawings, responsible for specific drawing task, interfaces with job captain
// interior designer: selects materials and finishes
// specification writer: compiles specs book
What is the primary role of the project manager?
// the project manager serves as the central figure and person in the architecture firm who is responsible for the project
// their primary role is to communicate both with the project team (including in-house and consultants) as well as the client regarding information on progress of the work, schedule, design, and budget issues
Name five areas of knowledge essential for a project manager.
// ability to identify client expectations and preferred method of communication
// ability to get things done, take on challenges and accomplish objectives
// ability to take charge and provide guidance and direction for project team
// ability to manage client relationships
// ability to carry out the project within the scope of services, schedule & budget
What process should be followed regarding allocation of personnel to project tasks?
// establish the specific skills and level of effort needed for the project
// identify people to work on the project
// balance the needs of the project with those of the firm and its other projects
Delegating tasks is an important function of a project manager. How can this be accomplished?
// identify team member most capable of doing task
// give that person the responsibility and authority he/she needs
// establish the level of performance required
// define the completed activity or results
// define the suitable completion date
// agree on the level of effort and time required
// check progress
Describe the three stages of project operations in relation to coordinating staff, tasks, communications and schedules.
// startup: team briefing, project authorization, establish project files, identify key project information (program, site codes, schedule, etc)
// communications: meetings, contact info and date on all correspondence, take notes, use transmittals and fax cover letters, document key decisions
// closeout: collect project info, finalize billing, archive project files
What are six characteristics of effective team building?
// small enough to convene and communicate easily and frequently
// foster discussions that are interactive and open to all members
// mutual understanding of members’ roles and skills
// specific set of team goals are in place
// members have a sense of mutual accountability
// ability to measure progress against specific goals
What documents are contained within a business plan?
// mission statement: purpose of the company
// strategic plan: acheive goals of the company
// marketing strategy: how to communicate plans & strategies
// cash flow projections: monthly, annually, 5 year
// overhead expenses: fixed, office rent, salaries
// profit plan: monthly, annually, 5 year