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NCIDQ PRAC 2023 > Design Phases > Flashcards

Design Phases Flashcards

1
Q

Organize programming effort

A

Programming and Pre-Design

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2
Q

Prepare staff task assignments for programming work

A

Programming and Pre-Design

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3
Q

Refine clients project budget

A

Programming and Pre-Design

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4
Q

Complete code search and zoning study

A

Programming and Pre-Design

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5
Q

Contact and coordinate with utilities, governmental agencies, and other regulatory bodies as required

A

Programming and Pre-Design

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6
Q

Schedule and coordinate programming interviews and meetings with client

A

Programming and Pre-Design

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7
Q

Assist in or supervise the completion of programming

A

Programming and Pre-Design

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8
Q

Coordinate consultant involvement

A

Programming and Pre-Design

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9
Q

Present final program and obtain client’s written approval

A

Programming and Pre-Design

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10
Q

Monitor fees expended and conformance of work to schedule

A

Programming and Pre-Design

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11
Q

Meet with project team to discuss program, clients goals and direction of schematic design work

A

Schematic Design

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12
Q

Monitor work by the project team for conformance to contract requirements, program statements, and other client need

A

Schematic Design

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13
Q

Coordinate consultant work

A

Schematic Design

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14
Q

Prepare probable project budget

A

Schematic Design

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15
Q

Record and maintain all documentation of this phase: client decisions, changes in scope of project, minutes of design meetings and so on

A

Schematic Design

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16
Q

Write work authorizations if client changes scope of work

A

Schematic Design

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17
Q

Hold in house design reviews as concept alternatives are developed

A

Schematic Design

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18
Q

Hold schematic design presentation and obtain clients written approval

A

Schematic Design

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19
Q

Monitor fees expended and conformance to schedule

A

Schematic Design

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20
Q

Review invoices sent to client

A

all phases

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21
Q

Review and approve consultant’s billings

A

all phases

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22
Q

Meet with project team to discuss direction of design development work

A

Design Development

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23
Q

Monitor work by team for conformance to contract requirements and project goals

A

Design Development

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24
Q

Coordinate work by consultants

A

Design Development

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25
Q

Revise project budget as required; notify client of any changes

A

Design Development

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26
Q

Initiative work on outline specification

A

Design Development

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27
Q

Hold progress meetings with client as required

A

Design Development

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28
Q

Hold in house design reviews

A

Design Development

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29
Q

Maintain all documentation of this phase

A

Design Development

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30
Q

Write work authorizations if client changes scope of work

A

Design Development

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31
Q

Hold final design development presentation and obtain written approval of client

A

Design Development

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32
Q

Monitor fees expended and conformance to schedule

A

Design Development

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33
Q

Organize drawing mockups and document production methods with project architect, production team, or others responsible for this phase

A

Construction Documentation

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34
Q

Organize task assignments and monitor progress work

A

Design Development

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35
Q

Submit base sheets to consultants - coordinate their work as documents are produced

A

Design Development

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36
Q

Review drawings with client at intermediate completion points

A

Design Development

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37
Q

Obtain owner’s requirements on bonds, insurance, allowances, alternates, and so on for inclusion in a project manual

A

Design Development

38
Q

Review documents with building department and other regulatory agencies as required

A

Design Development

39
Q

Schedule a check of working drawings and specifications by an experienced person in the office who has not worked on the project. The project team may be too close to the project to catch some types of mistakes; the expertise of a coworker outside the team will help to eliminate these errors

A

Design Development

40
Q

Recheck the drawings against. building code search developed in the programming phase

A

Design Development

41
Q

Have documents plotted or printed

A

Design Development

42
Q

Monitor fees expended and conformance to schedule

A

Design Development

43
Q

Review invoices sent to client

A

Design Development

44
Q

Review and approve consultants billings

A

Design Development

45
Q

Prepare bid documents with client

A

Bidding or Negotiation

46
Q

Prep list of contractors if bid is by invitation

A

Bidding or Negotiation

47
Q

Advertise for bids, if required, in local newspapers and trade publications

A

Bidding or Negotiation

48
Q

Submit documents to local plan room

A

Bidding or Negotiation

49
Q

Distribute bid packages to contractors - maintain distribution log and bid deposits

A

Bidding or Negotiation

50
Q

Hold pre-bid conference

A

Bidding or Negotiation

51
Q

Issue addenda

A

Bidding or Negotiation

52
Q

Receive and tabulate bids

A

Bidding or Negotiation

53
Q

Assist client in review of bids

A

Bidding or Negotiation

54
Q

Write letter of thanks to unsuccessful bidders

A

Bidding or Negotiation

55
Q

Assist in contract negotiation if not a bid job

A

Bidding or Negotiation

56
Q

Monitor fees expended and conformance to schedule

A

Bidding or Negotiation

57
Q

review invoices sent to client

A

Bidding or Negotiation

58
Q

Verify that owner has received required performance bonds and labor and material payment bonds

A

Construction Administration

59
Q

Verify that contractor issue certificates of insurance to client

A

Construction Administration

60
Q

Hold pre-construction conference

A

Construction Administration

61
Q

Set up schedule of weekly construction meetings with contractor, consultants, subcontractors and client

A

Construction Administration

62
Q

Establish site visit schedule based on contract requirements

A

Construction Administration

63
Q

Review work tasks with construction administration coordinator if this job is not done by the project manager

A

Construction Administration

64
Q

Review shop drawings and samples, keep shop drawing log; maintain reasonable turnaround time through consultant offices

A

Construction Administration

65
Q

Receive construction schedule from contractor

A

Construction Administration

66
Q

Review delivery schedules of furniture and accessories

A

Construction Administration

67
Q

Review furniture and accessory purchase orders, if applicable

A

Construction Administration

68
Q

Conduct regular site visits and make comprehensive field reports on each visit

A

Construction Administration

69
Q

Issue change orders as required

A

Construction Administration

70
Q

Issue field orders as required

A

Construction Administration

71
Q

Receive field reports from consultants and forward copy to client

A

Construction Administration

72
Q

Attend weekly job meetings

A

Construction Administration

73
Q

Review test reports and forward to client

A

Construction Administration

74
Q

Verify correction of punch list items

A

Construction Administration

75
Q

Issue certificate of substantial completion

A

Construction Administration

76
Q

Verify issuance of certificate of occupancy

A

Construction Administration

77
Q

Monitor fees expended and conformance to schedule

A

Construction Administration

78
Q

Maintain all documentation of this phase

A

Construction Administration

79
Q

Verify that all operating instructions, guarantees, maintenance procedures, and so on are forwarded to client

A

Project Close-out and Follow-up

80
Q

Verify owner has received all lien waivers

A

Project Close-out and Follow-up

81
Q

Process final application and certificate for payment

A

Project Close-out and Follow-up

82
Q

Assist with move in as outlined in agreement

A

Project Close-out and Follow-up

83
Q

Prepare maintenance manual for client if applicable

A

Project Close-out and Follow-up

84
Q

Respond to owners questions and problems during “shakedown” period immediately after move in

A

Project Close-out and Follow-up

85
Q

Send a gift to client for open house

A

Project Close-out and Follow-up

86
Q

Compile information on fees, construction costs, and FF&E costs for in house records

A

Project Close-out and Follow-up

87
Q

Have project photographed

A

Project Close-out and Follow-up

88
Q

Hold in house review of project

A

Project Close-out and Follow-up

89
Q

Evaluate consultant performance for future work

A

Project Close-out and Follow-up

90
Q

Complete job history for office records and marketing staff

A

Project Close-out and Follow-up

91
Q

Maintain contact with client for at least one year after move-in to review problems, maintenance, expansion ideas, and other potential work

A

Project Close-out and Follow-up

NCIDQ PRAC 2023 (30 decks)

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