Execution Flashcards

1
Q

What are the primary facets of executing a project?

A
  • Monitoring fees and time
  • Dealing with Changes in Scope
  • Monitoring Construction Budget
  • Documentation of design and construction
  • Adhering to Code / AHJ
  • Overall Quality Control
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2
Q

What is the general process for tracking time and fee expenditure?

A
  • Start with the time and fee projection form the Work Plan
  • Chart these projected values by week
  • As the project progresses, fill in the actual fee expended (based on employee timesheets)
  • Compare these with the estimated work competion percentage each week / month
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3
Q

What are the major possible reasons that a project could be going over budget?

A

Incorrect Staffing

Inexperienced staff work slower, while experienced staff cost more per-hour. The correct staff must be assigned based on the type and amount of work and the project fee.

Slow Work

Staff are working at a slow pace or otherwise not beig rigorous.

Overworking

Staff are spending too much time doing tasks, either because of perfectionism or because of poor communication form the manager to the staff.

Inaccurate Timesheets

The information being used to determine actual fee expenditure is flawed. This can result from employees not diligently and accurately tracking their own time.

Scope Creep

The actual work that the Architect is performing is more than what was expected or what was spelled out in the Owner agreement.

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4
Q

What are some possible causes of Scope Creep?

A
  • The Client Ask for Additional Work which the Architect agrees to do rather than risk damaging the relationship
  • The Staff are not Aware of the Scope so they do work on an aspect that is not actually in the contract
  • The Staff Seek Perfection in improving an aspect of the work that is already satisfactorally complete

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5
Q

What are some general strategies to prevent or control Scope Creep?

A
  • Prepare a Thorough Work Plan based closely on the Owner agreement
  • Diligently Track the Actual Work Being Done compared to the Work Plan and the Owner agreement
  • Manage the Client Relationship so that expectations are clear
  • Request an Increase in Fee if the Client repeatedly ask for additional work
  • Communicate to the Staff what the Work Plan is and what is in the Scope of Work
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6
Q

What should the Architect do if the client makes a change to the project scope?

A

Evaluate this change’s effect on the project cost and on the Architect’s fees and immediately inform the client of these implications in writing. DO NOT proceed with these requested changes until the client as responded to this evaluation with approval.

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7
Q

What are the reasons that documenting the work progress and communication is important?

A
  • Helps track the progress of the work against projections
  • Acts as a history in case disputes arise
  • May help the firm learn and improve the next time they do a similar project
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8
Q

What are some of the practices that lead to good project documentations of project progress / communication?

A
  • Use emails instead of phone calls for important subjects
  • Record in writing when phone calls were and what was discussed
  • Copy all project team members on important emails
  • Use standard forms to make documentation easier
  • Keep meeting notes of all meetings and distribute to all parties
  • Keep personal daily logs
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9
Q

What are the two aspects of Quality services? How can quality services mean something different that “high quality”?

A

1) Performing to a professional level that is expected of the Architect (EG Standard of Care)
2) Reaching the client’s goals or expectations for the particular project

The client’s expectations for time or cost may not necessarily mean that the highest possible quality of work or materials need to be used.

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10
Q

What are the two facets of Quality Control and what are their general aspects?

A

Process

  • ensuring that the work is done right the first time
  • can be achieved though check-lists, setting clear goals, and monitoring staff work

Checking

  • ensuring that the work is complete and correct before it is transmitted
  • can be achieved by review / reldining of work by a senior or third staff member
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11
Q

What are the primary facets of a Quality Control program?

A
  • Involvement of top-level firm managers
  • One person / small group with clear responsibility to run the program
  • Involve all levels of employee in feedback
  • Review past project for issue that can be addressed in future projects
  • Plan clear steps, with a schedule , to address problem areas
  • Continuously maintain the system, removing aspects that aren’t needed and adding new aspects
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12
Q

What are the primary Quality Control techniques?

A

Programming

Clearly define, in writing, the client’s goals and expectations. This is the scale against which the acheivement of quality is measured.

Checklists

A list of steps that must be taken to complete a task or goal.

Process-Based Systems

Automate tasks that can be done by a computer, so that human error is reduced.

Quality Control Meetings

Regularly meet to review if the QC goals are being met and whether the actual work is meeting Quality standards.

Staffing

Hiring good employees and have a rigorous employee development program for interns.

Establish Quality Circles

Small groups of staff that meet to identify and discuss Quality issues related to their work and suggest fixes to upper management.

Corporate Knowledge

Document the lessons learned from past projects and re-usable standard information for use on future projects.

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13
Q

What are some of the types and general aspects of Checklists when use for Quality Control?

A

Types:

  • project phase tasks
  • building code requirements
  • site visits
  • graphic technique

Aspects:

  • they help ensure less experienced staff can contribute to a useful level
  • they help embody corporate knowledge
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14
Q

What are the general aspects of establishing and utilizing Quality Circles in a firm?

A

Composition

  • a small (6-10) group of volunteer employees
  • from the same department or work group
  • can have multiple circles for a large firm

Practices

  • meet at least once a week
  • ideally lead by an employee train in Quality Control
  • when multiple, there is a Steering Committee of managers who guides all the quality circles

Operation

  • members bring up Quality issues that they are aware of
  • the issues are discussed and a possible solution is agreed on
  • the issue and solution are presented to upper management or the Steering Committee

Best Practices

  • must be supported by told-level management
  • must be on-going meetings, not intermittant or tapering off
  • must be solution-oriented (not gripe-sessions)
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15
Q

What is the critical aspect of retaining Corporate Knowledge and what are some of the techniques to do this?

A

Critical: the knowledge must be written down, not kept in the memory of experienced employees

Techniques:

  • checklists
  • standard details
  • master specifications
  • manuals / notes compiled by experienced staff
  • post-occupancy evaluations
  • databases
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16
Q

What types of documents need to kept in the Project Files relating to administration and marketing?

A
  • marketing brochures
  • proposals
  • client and client rep’ contact info
  • contracts and agreements
  • fee negotiation docs
  • contract and scope negotiation docs
  • design and construction schedules (including revisions)
  • client communication records
  • fee and staffing projections
  • invoices to the client
  • accounts receivable records
  • records of project expenses (including reimbursibles)
  • invoices from consultants
  • correspondences and meeting notes from the project team
17
Q

What types of documents need to kept in the Project Files relating to programming?

A
  • written copy of the program (if done by others)
  • all program requirements
  • statement of the client’s goals
  • documentation of existing conditions
  • sustainability goals and requirements
  • written client approval of the program
  • revisions of the project budget
  • surveys
  • soil tests
  • building code checklist
  • correspondence
  • meeting notes
18
Q

What types of documents need to kept in the Project Files relating to SD and DD?

A
  • sketches
  • models and design files
  • revisions to budget and schedule
  • approvals by regulatory agencies
  • DD: record of changes made, who made them, and why
  • correspondence
  • meeting notes
  • final phase presentation
  • client’s written approval of phase completion
19
Q

What types of documents need to kept in the Project Files relating to CD phase (in addition to why is kept for each phase)?

A
  • supporting documentation for developing the drawings and specs
  • records of material / system research
  • bid advertisement records
20
Q

What types of documents need to kept in the Project Files relating to bid tender and negotiation?

A
  • list of all prime bidders and contact person(s)
  • record of issuances of CDs
  • addenda records
  • RFI records
  • records of bids received
  • pre-bid conference meeting notes
  • correspondence
21
Q

What types of documents need to kept in the Project Files relating to CA?

A
  • record of all prime contractors, including:
      • contact person(s)
      • receipt of bonds / proof of insurance
      • signed contracts
  • contact info for all sub-contractors
  • copy of contractor’s approved construction schedule
  • cost-related docs (payment schedule, schedule of values, ETC)
  • records of all permits
  • shop drawings (and logs)
  • sample submital log
  • copies of test reports
  • copies of inspections
  • field / site visit reports
  • site photographs / videos
  • change orders and supporting docs
  • applications for certificates of payment
  • correspondence
  • meeting notes
22
Q

What types of documents need to kept in the Project Files relating to project close-out?

A
  • punchlist (and follow-ups)
  • copy of certificate of substantial completion
  • copy of certificate for final payment
  • HVAC testing / balancing reports
  • other commissioning reports
  • copies of release of liens
  • copies of guarantees / bonds
  • copies of operating instructions
  • copies of record set
  • construction cost summary
  • correspondence
23
Q

What is the idea / practice of Contemporaneous Documentation?

A

Records kept of ephemeral communications, such as:

  • phone /video calls
  • in-person conversations
  • text messages

This documentation captures decisions or discusion points in a written form so that they can be recalled accurately at a later time

24
Q

What are some best practices for keeping Contemporaneous Documentation?

A
  • Communicate possible issues to the relavent parties, promptly
  • Avoid assigning blame; just state the facts
  • Include date and time of communication and who was privy to it
  • If using paper media, use a spiral-bound type, to prove that pages were not added later
  • If using paper media, write in ink
  • Use a consistent format and length for communications to the client
25
Q

What are some ways to ensure that Contemporaneous Documentation can be admissible in litigation?

A

Qualify the communication as a Business Entry (thereby avoiding inadmissibility as Hearsay) by being recorded:

  • as a typical part of doing business (not an exceptional case)
  • in a timely manner after the event / transaction
  • at a regular interval or juncture
26
Q

What methods can be used to help ensure the Construction Documents do not become a source of controversy?

A
  • Budget Time & Fee for the end of the design process so that CDs can be worked on adequately
  • Single Point of Control for CD production (one Project Manager)
  • Be Aware of Industry Standards in construction and clearly state when it is acceptable to deviate from them
  • Follow Professional Standards (including using standard drafting techniques and standard details when appropriate)
  • Maintain Good Communication with the project team, including regular communication at intervals
  • Use Internal Standards (such as quality checklists and and standard details) whenever appropriate
  • Research / Keep up to Date with the latest products, methods, and best-practices
  • Take the Time After a Project to Evaluate Successes and Room of Improvement
27
Q

What two basic conditions must be met before beginning Consturction Documentation?

A

1) The Owner has given written approval of the design to proceed.
2) The Architect has settled all over-arching materials and systems.

28
Q

What steps should be taken / checked at the beginning of Construcion Documentation?

A
  • Prepare an Outline
      • all sheets needed
      • all details / views needed
      • all specification sections needed
      • all project manual documents needed
  • Decide on a Sheet Format and Numbering System (including checking if the client has specific requirements for sheets)
  • Review any Changes Made During Design with the staff and with the consultants
  • Send Consultants Information on desired specifications, performance standards, and sheet / spec formatting