ch 23 Flashcards
this person coordinates the entire process of a job from inception to final move-in to post occupancy follow up
project manager
planning, monitoring, coordinating/directing, documenting, closing out are all part of:
project management
this part of project management setting requirements in areas of time, fees and quality
planning
in the planning phase of project management requirements must be set in these 3 areas
time, fees, quality
scheduling the work required and making sure there are enough fees and staff to complete it
time planning
takes the total fee ID will receive for project and allocates it to the schedule and staff who will work on project, after deducting money for profit, overheard and other expenses that will not be spent on professional time
fee projection
these allocate a specific dollar amount to each phase of the project and/or each week
fee projection charts
determining what the client expectations are concerning design, cost, time, etc and clearly defining them in programming
quality planning
keeping track of the progress of job to assure planned aspects of time, fee, quality are being met
monitoring
these are monitored using project monitoring chart to compare budgeted costs with actual costs (can also monitor time)
fee projections
this can be monitored by regular reviews of progress with ID, consultants, PMs to determine if problems are being solved, expectations being met, work is technically correct and contractual obligations are being met
quality
ID staff, consultants, client, code officials are the
4 groups of people project manager would coordinate and direct
this is the most important part of a project managers job, electronic and in writing
documenting
these consist of shop drawings, samples and product data from GC to ID
submittals
3 things ID can do with submittals
minor changes, approve, reject
during construction observation ID should not observations in a ___ ____
field report
who receives copies of a field report
owner, contractor
ID (can/cannot) reject construction work that does not conform to CDs
can
ID (can/cannot) reject FF&E
cannot
who can reject FF&E
owner
safety at job site is responsibility of the
contractor
if an ID notices a safety issue at a job site they should point it out to the contractor and (should/should not) suggest a remedy
should not
if safety issue is not corrected after pointing it out to contractor, what should ID do
notify owner and contractor in writing
who must keep complete documentation of every aspect of a project
ID
a demand or assertion by a contractor or owner seeking money, time or adjustment in/relief from contract terms
claim
claims typically occur during which phase of a project
construction phase
written notice must be made to other part of claim within ____days from occurrence/discovery/issue
21
who is responsible for reviewing claims
ID
ID must take action of reviewing within ____days of receiving claim
10
this is required prior to mediation and arbitration/litigation
negotiation
mediation must be demaded within ____days of ID’s decision
30
two common types of claims for change orders are:
additional time, concealed or unknown conditions
contractor must stat reasons for request and estimate of additional costs associated with this claim
claim for additional time
claims for this must be physically concealed causing site conditions to differ from CDs or they must be unusual in relation to the project type
claim for concealed or unknown conditions
neutral third party facilitates and assists parties to negotiate a settlement
mediation
formal, legally binding process for resolving disputes w/o litigation (has advantage of speed, economy, privacy over trial)
arbitration
resolving a dispute in a court of law
litigation
with arbitration a decision (can/cannot) be appealed
cannot
changes that occur during bidding and prior to signing of contract
addenda
changes that do not impact contract sum or time and are consistant with CDs
minor changes in work
who issues minor changes in work
ID
does the ID need the signature of the contractor and/or owner on a minor change in work
no
when a change needs to be made right away, but owner and contractor cannot agree on time or price (contractor must proceede with work)
construction change directive
who issues a construction change directive
ID
who needs to sign a construction change directive
owner, ID
if contractor accepts terms of a construction change directive it turns into a
change order
document authorizing a variation from original CDs and involve a change in price or time
change order
who needs to sign a change order
owner, ID, contractor
who is responsible for making sure application for payment is consistent with amount of work compleated and amount of materials stored by contractor
ID
what is withheld from every application for payment for assurace against incomplete work
retainage
how many days prior to payment date should contractor submit application for payment
10
who does ID forward application of payment to for actual payment
owner
final placement of FF&E is called
installation
can an owner withdraw prior FF&E delivery acceptance if defects are found at final inspection
yes
this occurs when building work is completed, FF&E installed, structure is ready for use
project closeout
who initiates project closeout
contractor
how does the contractor initiate project closeout
in writing, and by submitting a list of items to be compleated/corrected prior to final payment
who does contractor initiate project closeout documents to
ID
who inspects to determine if construction is substantially complete
ID
if project is found to be complete ID issues a ____to the contractor
certificate of substantial completion
who submits the CO to the owner
contractor
CO
certificate of occupancy
POE
post occupancy evaluation
informal review of compleated space after client has occupied it for 3-6 months
POE
who typically pays for ID’s time doing a post occupancy evaluation
ID
