CHOP Flashcards

1
Q

What is RAIC Document 5?

A

Canadian Rules for the Conduct of Architectural Competitions

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2
Q

What is RAIC Document 6?

A

Canadian Standard Form of Agreement Between Client and Architect

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3
Q

What is RAIC Document 7?

A

Canadian Standard Form of Agreement Between Client and Architect — Abbreviated Version

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4
Q

What is RAIC Document 9?

A

Canadian Standard Form of Agreement Between Architect and Consultant

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5
Q

What is CCDC 2?

A

CCDC 2 – Stipulated Price Contract is the industry standard prime contract between Owner and prime Contractor. This contract establishes a single, pre-determined fixed price, or lump sum, for the project.

The contract outlines the high-level administrative requirements and procedures needed for construction projects, including the role and authority of the consultant, procedures for changes in the work, work by other contractors, insurance requirements, prerequisites for Ready-for-Takeover, dispute resolution procedures, early occupancy by the Owner, and more.

Operating on the basis of a stipulated price, the CCDC 2 assumes monthly progress payments and makes reference to provincial payment legislations where applicable.

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6
Q

What is CCDC 3?

A

CCDC 3 – 2016 is a standard prime contract between Owner and prime Contractor to perform the required work on an actual-cost basis, plus a percentage or fixed fee which is applied to actual costs.

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7
Q

What are Statutory Declaration Forms — CCDC 9A, and 9B?

A

CCDC 9A – 2018 Statutory Declaration of Progress Payment Distribution by Contractor is a sworn statement for use by the Contractor as a condition of receiving payment for either the second and subsequent applications for progress payment or the release of holdback funds.

CCDC 9B – 2018 Statutory Declaration of Progress Payment Distribution by Subcontractor is a sworn statement for use by the Subcontractor as a condition of receiving payment for either the second and subsequent applications for progress payment or the release of holdback funds.

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8
Q

What is CCDC 10?

A

CCDC 10 identifies the issues that should be considered when selecting a project delivery method. It examines the characteristics and critical conditions for the following common project delivery methods:

Design – bid – build
Design – build
Construction management for services
Construction management for services and construction
Integrated project delivery
CCDC 10 also includes a chart showing how different project delivery methods can affect the following common project issues if all critical conditions are met:

Scope definition;
Performance requirements;
Schedule requirements;
Costs;
Allocation of human resources
and construction expertise;
Collaboration and communications
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9
Q

What is CCDC 11?

A

CCDC 11 – Contractor’s Qualification Statement offers a standard format for contractors to provide information about their company, capacity, skill, and experience. It includes:

Company information – legal structure, financial reference, contract security reference, insurance reference, health and safety, valuation of construction work projected for current year and the actual value for the past four years.

Qualification and experience of personnel – key office and site personnel proposed for the qualification statement.

Project experience – A list of five relevant projects for each of the following:

Key construction projects completed in the past five years;
Comparable construction projects completed;
Key construction projects underway. For recommended practices on the pre-qualification process refer to CCDC 29 – A Guide to Pre-qualification.

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10
Q

What is CCDC 12?

A

CCDC 12 – 1994 Is a model form to assist the Owner in showing that financial arrangements have been made to fulfill the Owner’s obligations under the contract (e.g. CCDC 2).

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11
Q

What is Design-Build Stipulated Price Contract — CCA — CSC — RAIC Document 14?

A

This document is based on CCDC 2 – 1994 ‘Stipulated Price Contract’ and CCAC 6 – 1994
‘Canadian Standard Form of Agreement Between Client and Architect’.

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12
Q

What is CCDC 20?

A

CCDC 20 – 2008 Guide to the Use of CCDC 2 – 2008 Stipulated Price Contract is a guide document designed to assist users of CCDC 2 – 2008.

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13
Q

What is CCDC 22?

A

The purpose of this guide is to help the construction and business communities in Canada better understand surety bonds and the suretyship process. This guide was prepared by the Surety Sub-Committee of the Canadian Construction Documents Committee (CCDC) and is endorsed by the constituent organizations of the CCDC and the Surety Association of Canada.

CCDC 22 describes the suretyship process and clears up some commonly held misconceptions. The guide is divided into three parts. Part 1 reviews suretyship, what a bond is and how it differs from other risk management tools. Part 2 discusses how suretyship works in practice, how bonds are obtained, the requirements of a surety company, and how the company proceeds through the prequalification process. Part 3 examines the various forms of bonds with a view to understanding the purpose of each bond and the claims process.

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14
Q

What is CCDC 23?

A

CCDC 23 addresses all aspects of the bid calling and contract award process:

Summary of fundamental principles under the law of competitive bidding such as the legal obligation of owners and bidders under Contract A and Contract B.
Overview of the bid documents: Division 00 to Division 49.

  • Calling for bids: bid solicitation, bidding period and scheduling, pre-bid meetings and site-visits, bidder inquiries and issuances of addenda.
  • Receiving bids: bid closing dates and times, bid modifications, bid opening, two-stage bid closing, electronic receipt of bids.
  • Awarding the contract: evaluation for compliance, selection of successful bidder, contract award, post-bid negotiations and re-bidding, owner’s responsibilities, notification of contract award.Users of the CCDC 23 are encouraged to familiarize themselves with CCDC Master Specification for Division 00 as a companion document. Division 00 provides standard text that reflects the best practices in CCDC 2.23
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15
Q

What is CCDC 24?

A

CCDC 24 – 2016 is a guide document to assist users of CCDC 2 – 2008 in meeting the administrative requirements outlined in that standard contract form.

For each model form the guide contains a brief explanation of each of the administrative processes involved, a short narrative description to guide users of the form, a list of items which should be included in the form, and an example of a model form.

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16
Q

What is CCDC 40?

A

CCDC 40 – Rules for Mediation and Arbitration of Construction Disputes sets out specific methods for settling disputes incorporating the concepts of negotiation, mediation and arbitration to encourage speedy, inexpensive and voluntary resolutions of construction disputes.

CCDC 40 has been incorporated by reference in CCDC contract forms, including CCDC 2. It is also a standalone document and can be used with other construction contract forms.

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17
Q

What are the differences between a corporation, a joint venture, a partnership and a sole proprietorship?

A

Corporation: A legal collective entity which acts as an individual business unit requiring a legal
instrument to create the entity as a commercial corporation.

Joint Venture: A defined business relationship between two or more architectural practices for a limited
purpose or objective, without some of the inherent duties and responsibilities of a partnership.

Partnership: An unincorporated relationship between architects (or other professionals as may be
permitted by provincial requirements) for carrying on business in common.

Sole Proprietorship: An architectural practice owned and controlled exclusively by one person.

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18
Q

What is goodwill in the context of succession planning?

A

Goodwill: The intangible element of the value of a business (including the worth of the architect’s legacy,
image, and client base) calculated as the amount by which the value for sale or investment exceeds the sum
of net identifiable assets.

This is sometimes measured as the current value of expected future earnings in excess of the return required for sale or investment, or calculated as a multiple of earnings performance averaged over a period of five or more previous years.

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19
Q

What is a Project Cost Control Chart?

A

A project cost control chart is a financial record of each project, which includes professional fees, consultants’ fees, staff time expended, budgeted time, expended payroll, and profit and loss for each phase of the work.

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20
Q

What is a payroll burden?

A

Payroll Burden: Includes required contributions by the employer (statutory benefits), including
Employment Insurance (EI), Canada Pension Plan/Québec Pension Plan (CPP/QPP), health taxes, and
workers compensation in addition to discretionary benefits such as insurance and pension plans, and
bonuses

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21
Q

What are payroll records?

A

Payroll Records: A record of salaries, taxes due and paid, and payroll burden for each employee.

22
Q

What are staff utilization records?

A

Staff Utilization Records: Identifies monthly and year-to-date hours spent by each staff person on direct labour for projects, as well as hours for vacation, holiday time, sick leave, and miscellaneous overhead duties. The record should indicate a percentage of direct (billable) to indirect (non-billable) time. These records are used to develop billing rates for individual staff members, as well as for short-and long-term planning.

23
Q

What is a statement of income and expenses?

A

Statement of Income and Expenses: A report, often prepared monthly, documenting all income, all expenses, and the resulting profit or loss

24
Q

Define short-term financial planning (budgeting)

A

Budgeting covers a time period of 12 months
primarily because of the requirements for annual
financial statements and the normal fiscal year.

Budgets show projected income and expenses.
The budget — including all income, expenses,
and profit — should be constantly monitored,
usually on a monthly basis. The budget should
also record the previous year’s revenue and
expenses, as well as the difference between
the budgeted and actual revenue and expenses.

25
Q

What is the rule of thumb for calculating billing rate?

A

A rule of thumb for calculating billing rates is
to add 25% to the hourly rate for payroll burden,
double the total to include overhead, and add
50% of the overhead for profit. This is the
equivalent of a multiplier of 3.125 applied to the
direct personnel expense.

The following is an example for an employee
with an hourly wage of $40. In this example, the
profit is 20%.

Employee’s hourly wage $40
Payroll burden (25% of $40) $10
Sub-total (direct personnel expense) $50
Overhead $50
Profit (one half of overhead) $25
Billing Rate $125
26
Q

What is utilization factor?

A

The percentage of billable hours as compared to
the total hours of work in a year is called the
“utilization factor.”

Utilization factor is a percentage determined by
dividing the actual billable hours by the total
billable hours possible.

% = actual billable hours / total billable hours

Utilization factors may range from:
50-65% for principals;
70-80% for senior architects;
80-85% for project architects and  
technical staff.

Some personnel, such as those involved only in
marketing or management, may have no billable
hours and therefore no utilization factor.

27
Q

Define accounts payable.

A

Accounts Payable: A record of accounts of money payable to consultants and to other suppliers
for overhead expenses.

28
Q

Define accounts receivable.

A

Accounts Receivable: A record of professional fees and disbursements which have been invoiced,
whether or not payment has been received.

29
Q

What is a balance sheet?

A

Balance Sheet: A record of all assets such as bank funds, receivables, furniture, computer equipment,
and all liabilities such as accounts payable and loans, and retained earnings which state the financial
position of the practice at a particular point in time

30
Q

What is a cash book?

A

Cash Book: A record of the day-to-day cash position of the practice using the cash accounting method.
All transactions are entered and a running balance is calculated.

31
Q

Define cash flow.

A

Cash Flow: Adequate cash and other liquid assets to meet current payroll, consultants’ fees, and other
overhead expenses.

32
Q

Define direct personnel expense.

A

Direct Personnel Expense: The salary of the architect’s or the architect’s consultant’s personnel engaged
on the project plus the cost of such mandatory and customary contributions and employee benefits as
employment taxes and other statutory benefits, insurance, sick leave, holidays, vacations, pensions, and
similar contributions and benefits.

33
Q

What is a general ledger?

A

General Ledger: A record of all accounts, including receivables, payables, income and expenses, payroll,
tax payments, disbursements, etc.

34
Q

What is a disbursement record?

A

Disbursement Record: A record of billable reimbursable expenses.

35
Q

What is a multiplier? (multiplying factor)

A

Multiplier: A percentage or figure by which direct personnel expense of staff is multiplied to cover
overhead expenses and profit. (The result is used to establish a change-out, or billing rate.)

36
Q

What is CCDC 14 & 15?

A

The Owner deals with one single administrative entity, the Design-Builder, who provides Design Services and Construction of the project under one contract package.

Prices established before design is completed may cause disagreement over the scope of the work or the details of construction intended for inclusion in the
stipulated price.

The prime contract is between the owner and the Design-Builder, where the Design-Builder could be a contractor, an architect, a broker, or a joint venture between a contractor and an architect. The architect should contact the respective provincial association to verify regulations concerning the architect’s role as a Design-Builder, and for joint venture restrictions.

CCDC 15, Design-Builder / Consultant Contract is between the project’s Design-Builder and the architect.

37
Q

What is CCDC 3 and CCDC 43?

A

Cost Plus Contract (percentage or fixed fee)
[CCDC 3, Cost Plus Contract and CCDC 43, A Guide
to the Use of CCDC 3]

In a cost plus contract, the contractor is compensated for the actual costs of the work, plus a fee based upon either an agreed-upon fixed sum or a percentage of the costs. Often called time and materials, this method is
appropriate for small, complex projects in which total costs are initially difficult to determine.

38
Q

What sections are included in CCDC 2?

A
  • Agreement between the owner & contractor
  • Definitions (i.e. change directive, change order, contract price)
  • General Conditions:
  • Part 1 - General Provisions
  • Part 2 - Administration of the Contract
  • Part 3 - Execution of the Work
  • Part 4 - Allowances
  • Part 5 - Payment
  • Part 6 - Changes in the Work
  • Part 7 - Default Notice
  • Part 8 - Dispute Resolution
  • Part 9 - Protection of Persons & Property
  • Part 10 - Governing Regulations
  • Part 11 - Insurance & Contract Security
  • Part 12 - Indemnification, Waiver of Claims & Warranty
39
Q

In a CCDC 2 agreement, what forms are typically part of the Contract Documents (A-3) referred to in Article A-1 of the Agreement - THE WORK:

A
  • Agreement between “Owner” & “Contractor”
  • Definitions
  • The General Conditions of the Stipulated Price Contract
    • = attachments of all other CDs including: specifications, drawing sets, supplementary conditions, info documents
40
Q

In a CCDC 2 agreement, should either party fail to make payments as they become due what are the interest rates applied on the unpaid amounts?

A

2% per annum above the prime rate for the first 60 days.
4% per annum above the prime rate for the first 60 days.

Interest shall be compounded monthly & the prime rate shall be the rate of interest quoted by the lending institution.

41
Q

Who is the Consultant as defined in a CCDC 2 agreement?

A

The Consultant is the person or entity engaged by the Owner and identified as such in the Agreement. The Consultant is the Architect, the Engineer or entity licensed to practise in the province or territory of the Place of the Work. The term Consultant means the Consultant or the Consultant’s authorized representative.

42
Q

Define Contract Time as per CCDC 2?

A

The Contract Time is the time stipulated in A-1 - The Work, from commencement of the Work to Substantial Performance of the Work

43
Q

Define Specifications as per CCDC 2?

A

Specifications are a portion of the Contract Documents that consist of the written requirements and standards for Products, systems, workmanship, quality and the services necessary for the performance of the Work.

44
Q

Define Substantial Performance of the Work as per CCDC 2?

A

Substantial Performance of the Work is defined as the lien legislation applicable to the Place of the Work.

45
Q

Define Supplemental Instruction per CCDC 2?

A

A Supplemental Instruction does not involve adjustment to the Contract Price or Contract Time. It is issued by the Consultant to supplement the Contract Documents as required for the performance of the Work.

46
Q

Define Value Added Taxes per CCDC 2?

A

Value Added Taxes means such sum shall be levied upon the Contract Price and is computed as a percentage of the Contract Price which includes GST, Quebec Sales Tax, HST, and any similar tax.

47
Q

Define Work per CCDC 2?

A

The Work means the total construction and related services required by the Contract Documents.

48
Q

Define Project per CCDC 2?

A

The Project means the total construction contemplated of which the Work may be the whole or a part.

49
Q

In a CCDC 2 agreement, if there is a conflict within the Contract Documents list the order of priority from highest to lowest:

A
  • Agreement between Owner and Contractor
  • the Definitions
  • Supplementary Conditions
  • General Conditions
  • Div 1 Specs
  • Technical Specs
  • Material & finishing schedules
  • Drawings
50
Q

In a CCDC 2 agreement, if there is a conflict within the Drawings of the Contract Documents list what governs;

A
  • Drawings of larger scale shall govern over small scale of the same date
  • Dimensions shown on Drawings govern over dimensions scaled from Drawings
  • Later-dated documents shall govern over earlier documents of the same type
51
Q

What are the 3 parts in an NMS Specification section?

A
  1. General
  2. Products
  3. Execution