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Scillish CeeCeeCeeAye > Chap 12 - Project Closeout > Flashcards

Chap 12 - Project Closeout Flashcards

1
Q

The closeout process begins with ____________, and ends with _______________ .

A

….starting and adjusting systems …. the contractor’s accepting final payment from the owner
CAPG 12.1

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2
Q

The General Conditions of the Contract for Construction outline procedures to be followed in closing out the project. Name them.

A
  • The contractor inspects the project and prepares an initial punch list
  • The contractor submits notice of substantial completion.
  • The architect inspects for substantial completion and prepares a final punch list.
  • The architect prepares the certificate of substantial completion.
  • The contractor completes the items on the punch list.
  • The contractor submits notice of final completion and final pay-app.
  • The architect inspects the project for final completion.
  • The architect processes the final pay-app and closeout submittals.
  • The owner makes final payment.

CAPG 12.1

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3
Q

Closeout requirements for record documents, O&M data, product warranties and bonds, spare parts, preventive maintenance instructions, and warranty inspections are found where?

A

….in Division 01
CAPG 12.1

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4
Q

The starting of systems; testing, adjusting, and balancing of systems; and systems demonstration & training are found where?

A

….in Divisions 02 - 49
CAPG 12.1

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5
Q

List the basic steps to project closeout:

A
  • Start-up, testing, adjusting, and balancing of systems and equipment
  • Demonstration of systems and equipment and training
  • Completion of the commissioning activities
  • Substantial completion
  • Final completion

CAPG 12.3

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6
Q

The scheduling and coordination of start-up (starting of systems) is specified where?

A

….in Division 01.
CAPG 12.3.1

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7
Q

If contractors are allowed to use newly the installed systems and equipment during the construction stage, where will this be outlined?

A

….in the contract documents
CAPG 12.3.1

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8
Q

Project record documents assembled by the contractor include:

A
  • construction submittals,
  • record drawings,
  • record specifications,
  • addenda,
  • contract modifications,
  • photographs,
  • start-up logs,
  • test reports,
  • certifications.

CAPG 12.3.2

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9
Q

The number of copies required for project record documents, and the format (electronic, hard copy, or both) are specified where?

A

…. in Division 01.
CAPG 12.3.2

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10
Q

Project record drawings include contract modifications, which, in turn, include:

A
  • addenda,
  • change directives,
  • minor changes in the work, and
  • change orders.

They also include locations of concealed elements of the work.

CAPG 12.3.2

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11
Q

How should record submittals may be organized?

A

…. record submittals may be indexed and organized according to MasterFormat
CAPG 12.3.2

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12
Q

How should you organize record shop drawings?

A

…. clearly labeled with MasterFormat® section number, and ….the manufacturer’s or fabricator’s name, address, telephone number, fax number, web site address, and e-mail address.
CAPG 12.3.2

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13
Q

When an owner retains the A/E to incorporate the contractor’s record information into a final set of project record documents, what is it called?

A

…. a “conformed” set.
CAPG 12.3.2

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14
Q

Record project manuals may include:

A
  • Modifications made by addenda, change orders, and minor changes in the work
  • Identification of materials and systems incorporated in actual construction

CAPG 12.3.2.1

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15
Q

Project record drawings are frequently used by the owner, facility manager, and maintenance personnel to obtain information about __________ .

A

….concealed items.
CAPG 12.3.2.2

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16
Q

Project record drawings can include:

A
  • Modifications made to the drawings by addenda, change orders, and minor changes in the work;
  • Revisions to materials, detailing, and dimensions incorporated into the project;
  • Revised locations of structural elements, mechanical equipment, controls cabling and equipment, piping, valves, filters, cleanouts, access panels, electrical raceway, cabling, and junction boxes;
  • Locations of underground utilities with horizontal and vertical dimensions.

CAPG 12.3.2.2

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17
Q

Project record submittals provide information on products, finishes, and equipment that is __________ .

A

…. actually utilized in construction of the facility.
CAPG 12.3.2.3

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18
Q

The requirements for O & M Manuals are specified where?

A

….in Division 01.
CAPG 12.3.3

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19
Q

Specific requirements for O&M data for products, systems, and equipment are specified where?

A

….in PART 1—GENERAL of individual sections of Divisions 02 through 49.
CAPG 12.3.3

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20
Q

How should you organize an O&M manual?

A

….according to MasterFormat®
CAPG 12.3.3

21
Q

Requirements for submitting software to the owner are outline where?

A

….in Division 01.
CAPG 12.3.3.1

22
Q

Specific requirements for software related to systems and equipment are outlined where?

A

….in PART 1—GENERAL of individual specification sections in Divisions 02 through 49.
CAPG 12.3.3.1

23
Q

Requirements for submission of spare parts, extra stock materials, and O&M tools are listed where?

A

….in Division 01.
CAPG 12.3.3.2

24
Q

Specific requirements for spare parts, extra stock materials, and tools related to specific materials, systems, and equipment are listed where?

A

….in PART 1— GENERAL of individual sections of Divisions 02 through 49.
CAPG 12.3.3.2

25
Q

T/F: A project may be certified substantially complete by the A/E contingent upon the contractor demonstrating various systems/equipment; training the facility manager & personnel; and submitting the O&M data.

A

FALSE: A project may not be certified as substantially complete by the A/E until the contractor has demonstrated the various systems and equipment and trained the owner’s and facility manager’s personnel, and the O&M data have been submitted by the contractor, approved by the A/E, and sent to the owner.
CAPG 12.3.4

26
Q

What are the two basic types of commissioning?

A

…. total project commissioning and systems & equipment commissioning.
CAPG 12.3.5

27
Q

What is the definition of Final Completion?

A

….Final completion is when the project is:

  • complete according to the contract documents, and
  • the contractor is no longer involved on the project.

CAPG 12.3.6

28
Q

When does the Owner assume responsibility for routine maintenance, utilities, and security?

A

….upon substantial completion
CAPG 12.3.7

29
Q

When does the Owner assume responsibility for the property insurance, and liability for the facility and its adjacent grounds?

A

….upon substantial completion
CAPG 12.3.7

30
Q

Documents which the owner must to provide documents to various AHJs includes:

A
  • Bonds
  • Easements
  • Emergency Plans
  • Certificates of Occupancy and Inspection
  • Signed-off Permits
  • Permit Review Documents

CAPG 12.3.7.1

31
Q

Standard general conditions typically require the final punch list to be attached to __________ .

A

….the certificate of substantial completion
CAPG 12.3.7.2

32
Q

The final punch list is comprised of:

A
  • The contractors initial punch list, and
  • The A/E’s supplemental punch list.

CAPG 12.3.7.4

33
Q

If, after the inspection, the A/E does not consider the project to be substantially complete, what does he do?

A

…gives notification to the contractor stating the reasons why.
CAPG 12.3.7.4

34
Q

What are two commonly used forms for documenting substantial completion?

A
  • AIA G704, Certificate of Substantial Completion, and
  • EJCDC C-625, Certificate of Substantial Completion,

CAPG 12.3.7.5

35
Q

Explain the differences between the AIA and EJCDC versions of the Substantial Completion Certificates…

A

Under EJCDC C-700, the A/E first prepares a tentative certificate of substantial completion and a tentative punch list for the owner’s review.
CAPG 12.3.7.5

36
Q

If the contractor fails to correct outstanding items of work, the conditions of the contract establish the following procedures: (4 items)

A
  • The A/E sends written notice to the contractor noting nonconforming and incomplete work.
  • The A/E gives the contractor a specified time to complete work.
  • The owner withholds payments to the contractor pending completion.
  • The owner may terminate the contract if nonconforming work is not corrected.
  • The owner can have work completed by others; costs are charged against contractor’s balance.

CAPG 12.3.7.6

37
Q

Retainage is intended to:

A
  • give the contractor and subcontractors an incentive to complete punch list items in a timely manner, and
  • protect the owner from liens filed by subcontractors or workers.

CAPG 12.3.7.7

38
Q

Final completion occurs when: (4 things)

A
  • the contractor has completed the contract requirements,
  • the A/E has inspected to determine completion,
  • the owner has made final payment to the contractor, and
  • the contractor has accepted final payment.

CAPG 12.3.8

39
Q

When is the final inspection scheduled?

A

….after the contractor believes all the items on the final punch list have been completed.
CAPG 12.3.8.1

40
Q

Closeout submittals include:

A
  • Written notices of substantial and final completion
  • Final application for payment
  • Record documents
  • O&M data
  • Spare parts and maintenance materials
  • Certificates of payment
  • Releases of liens and waiver of debts and claims
  • Consent of surety to final payment
  • Special warranties
  • Contractor’s certification of substantial and final completion

CAPG 12.3.7.4

41
Q

For project closeout, the A/E prepares a final change order which includes:

A
  • unit price works
  • unused allowances
  • adjustments in contract sum to reflect liquidated damages or bonuses

CAPG 12.3.8.3

42
Q

The correction period is a specified period of time in which the contractor is required to:

A
  • correct deficiencies, and
  • complete work not noted prior to final acceptance.

CAPG 12.3.8.6

43
Q

Where is the correction period listed?

A

…. in the conditions of the contract and Division 01 requirements.
CAPG 12.3.8.6

44
Q

When the contractor, subcontractors, or manufacturers are required to provide extended warranties or guaranties for specific materials, equipment, or systems, it is outlined where?

A

….in Divisions 02 through 49 of the specifications.
CAPG 12.3.8.6

45
Q

Who is responsible for developing and maintaining an ongoing facility evaluation program?

A

… the facility manager
CAPG 12.5

46
Q

The facility evaluation program begins ______ and ends _______ .

A

….begins at occupancy and continues through the life of the facility.
CAPG 12.5

47
Q

What becomes the baseline for an ongoing facility evaluation program”

A

…. the postoccupancy evaluation
CAPG 12.5.1

48
Q

When should the facility managers perform a postoccupancy evaluation?

A

…. three to six months after initial occupancy.
CAPG 12.5.1

Scillish CeeCeeCeeAye (14 decks)

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