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CDT - Ch1 Intro to Project Delivery > Fundamentals > Flashcards

Fundamentals Flashcards

Competencies: • 1A – Job roles and responsibilities of the four project teams • 1B – Stages of facility life cycle with associated activities and documents • 1C – Written formats • 1D – Graphic formats • 1E – Legal implications of contract documents • 1F – Sustainable design and construction

1
Q

Project Team?

A

Owner
Designer
Contractor
Supplier

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2
Q

Owner Team Role

A

Initiates the Project
Assumes Risk
Provides Funding
Constuction Process Control and Management
Approves Design/Construction
Principle Stakeholder

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3
Q

Design Team Role

A

Turns the owner’s vision from concept to design and documents required for construction

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4
Q

Contractor Role

A

Estimates, scheduling, sub-contractors, and overall project management

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5
Q

Supplier

A

Provides materials for project construction

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6
Q

Contractor

A

Coverts design into a physical facility, Including estimates, scheduling, sub-contractors, and overall project management.

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7
Q

Contractor Team Role

A

Coverts design into a physical facility, Including estimates, scheduling, sub-contractors, and overall project management.

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8
Q

Supplier Team Role

A

Provides materials for project construction

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9
Q

The owner may or may not ultimately occupy the facility when they are:

A
  • Administrators of the facilities department of a
    school district building a new school.
  • A developer building multifamily projects for
    tenants to lease.
  • Principals of a business building a new regional
    branch of the business.
  • A department of transportation building new
    streets and infrastructure for a new or existing
    neighborhood.
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10
Q

Why should you know the type of owner?

A

It is important to know which type of owner, especially when considering funding sources and operations

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11
Q

Type of owner teams

A

Public and Private

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12
Q

Private Owners

A

Facilities in Private Sector (Funding is not from taxation or appropriation by the government)

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13
Q

Public Owners

A

Funding comes from taxation or appropriation by the government.

Federal, state, county, city or town agencies

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14
Q

How do owners in the private sector differ?

A

How the design work is awarded, how construction work is awarded, use of project documents and conventions, contract administration, construction management, how applications are paid, warranties and guarantees

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15
Q

Owner Team Players

A

Public or Private Owners

Owners advisors

owner consultants

occupants,

utility, service providers (Gas, water, sewer, electrical)

AHJ (County/City)

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16
Q

Design Team Players

A

Architects,

Engineering consultants

and specialty consultants (Specifications, Kitchen, etc.)

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17
Q

Contractor Team Players

A

Contractors and Sub contractors

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18
Q

Contractor Team Players

A

Contractors and Sub contractors

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19
Q

Supplier Team Players

A

Manufacturers

Distributors

Suppliers

Fabricators

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20
Q

Owers Rights and Responsibilities

A
  • If requested by the contractor, provide evidence
    that the owner has secured funds to pay for
    the project.
  • Supply secured and paid for approvals,
    easements, assessments and charges for
    development, construction, use or occupancy of
    permanent improvements.
  • Furnish to the contractor surveys indicating
    boundaries, topography, existing utilities, and a
    legal description.
  • Right to correct defciencies not corrected by the
    contractor.
  • Make payment to the contractor.
  • Right to order tests, inspections, and reports
    concerning hazardous conditions that might
    exist on the property or within existing
    buildings.
  • Right to stop the work.
  • Right to carry out the work.
  • Right to award separate agreements.
  • Right to clean.
  • Right to partial occupancy.
  • Right to terminate for convenience.
  • Right to terminate for cause.
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21
Q

Who is responsible for arranging project financing? what what team are they apart of?

A

Owners team - Financial Institution

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22
Q

Who provides risk coverage for the project? and what team are they apart of?

A

Owners team - Insurance Companies

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23
Q

Who surveys the land? and what team are they apart of?

A

Owners team - Surveyors

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24
Q

Who examines the soil strata beneath the surface of the ground and subsurface geological formation? What team are they apart of?

A

Owner’s Team; Geotechnical Engineer

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25
Q

Who examines existing building and sites for presence of hazardous materials?

A

Hazardous Materials and Abatement Consultant

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26
Q

Who studies traffic patterns, and designs traffic control device installations and modifications? What team are they a part of?

A

Owners Team; Traffic Engineer

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27
Q

Who makes recommendations on opportunities for extending facility and product life cycles? What team are they a part of?

A

Owners Team; Sustainability Consultant

28
Q

Who studies existing wetlands in the path of development to minimize damage causes by construction? What team are they part of?

A

Owners Team; Wetland Biologist

29
Q

Who examines existing wildlife and their habitats and makes recommendations on how to minimize impact due to construction? What team are they apart of?

A

Owners Team; Wildlife Biologist

30
Q

Who provides owner with Quality Assurance and Quality Control by verifying project and components comply with contract documents and requirements? What team are they apart of?

A

Owners team; Testing and Inspection Agency

31
Q

Who evaluates, tests and analyzes newly constructed building services such as mechanical and electrical systems, operational equipment to determine they will function according to the project design criteria.

A

Owners Team; Commissioning Agent Authority

32
Q

Who are some of the consultants who are typically consultants retained by the owner?

A
  • Land Surveyor
  • Enviromental Engineer
  • Geotechnical engineer
  • Hazardous Materials and Abatement Consultant
  • Traffic Engineer
    -Sustainability Consultant
    -Wetland Biologist
    -Wildlife Biologist
    -Testing and Inspection - Agency, Commissioning Agent Authority
33
Q

After the facility has been constructed; who are some of the occupants that will use the facility?

A
  • Facilities Manager
  • Facility Users
    -Visitors
34
Q

Who implements maintenance and operations programs to ensure to its intended purposes during occupancy and use.

A

Facilities Manager

35
Q

Who occupies the facility after it has been constructed?

A

Facility Users

36
Q

What role do Utility Service providers play after facility has been constructed?

A

Work with owner to execute agreements and pay fees to furnish electrical power, natural gas, domestic water and communications services. Design and contractors’ team will coordinate these services.

37
Q

Who is responsible to the AHJ?

A

Owner is responsible

38
Q

What is AHJ?

A

Authority Having Jurisdiction; City/County building code officials, zoning officials, fire marshals, and regulatory agencies.

39
Q

What is the design team responsible for?

A

Addressing planning issues related to entitlements.

Assists owner in determining design program requirements.

Designing a project that reflects the owners’ visions and meets the design program and requirements.

ID codes and regulations applicable to the design

Researching, evaluating and selecting products

Producing construction documents

Administering the construction contract

Providing QA procedures and QC reviews

40
Q

Who is able to lead building projects?

A

Owners Program Manager (complex projects)

Facilities Departments for Buildings in multiple geographic locations

Architects (design bid build projects)

Construction Managers (Construction at risk)

Developer, contractor, or architect (design-build projects)

Owner (owner build projects)

Owner, contractor, or architect (Integrated Projects)

Interior Designers (tenant improvement projects)

Civil engineers
(Municipal Infrastructure)

Mechanical Engineer (Industrial Facilities and Plant Projects)

Government Agency’s Public Works
(Transportation Improvement Projects)

41
Q

Which professionals are typically part of the design team?

A

Architects, Engineers, consultants and specialty consultants

42
Q

Who plans the function and aesthetics of a building? and what team are they apart of?

A

Architects; design team

43
Q

Who is the Principle in Charge and what are they responsible for?

A

Final decision for the firm

Authorized to sign and commit the firm to binding agreements.

May seal Architectual or engineering documents

Provide overall management of the firm and projects but is not involved in the day to day.

Serves as representative for the firm

44
Q

Who is the Project Manager and what are they responsible for?

A

Signs and commits the firm to binding agreements.

Seals the Architectual documents.

Oversees several projects.

Remains involved with the day-to-day project activities.

Guides projects through the design and construction documents

Meets with product manufacturers, reps or suppliers.

45
Q

Who is the programmer for a project and what are they responsible for?

A

Generally reserved for larger projects (like hospitals)

Develops program that will be used to arrange spatial relationships between functional areas of the project.

Not involved in CA or CD

46
Q

Who is the project designer and what are they responsible for?

A

Creates aesthetic design for projects, generally the exterior of the project. Meets with manufacturers; typically involved in CA and CD

47
Q

Who is the Interior Designer for the project and what are they responsible for?

A

Creates design for the building interior (finishes, colors, overall themes and coordination). Responsible for FFE and is involved in CA and CD.

48
Q

Who is the project architect and what are they responsible for?

A

Directs, manages, and coordinates the day-to-day activities of design production and construction documents.

49
Q

Who is the project specifier (Knowledge Manager) and what are they responsible for?

A

Provides material and product research.

Prepares specifications or project manual.

Makes recommendations on materials for exterior and interior of the building.

Assists Project Manager, Project Architect, and Construction contract administrator.

50
Q

Contract Administrator

A

Works with owner and contractor during construction

Generates/processes change orders, minor changes and proposal requests,

Reviews and evaluates submittals for compliance

Interprets contract documents

Reviews contractors applications for payment and requests for substitutions

51
Q

What are some of the different engineering consultants?

A

Civil Engineer

Electrical Engineer

Structural Engineer

Plumbing Engineer

Fire Protection Engineer

Mechanical Engineer

52
Q

Who are some of the different specialty consultants?

A

Landscape Architect

Interior Designer

Specifier

Door Hardware Consultant

Exterior Enclosure Consultant

Roofing and Waterproofing consultant

Cost estimator

Life Saftey

Commissioning

Food Service Equipment

Building Transpo

Parking

Swimming Pool, Fountain and Water

Building Maintenance

Communications

Acoustical

Lighting Design

Security

53
Q

What is the Landscape Architect responsible for? What type of consultant are they?

A

Specialty Consultant: The landscape architect is
responsible for the aesthetic and technical design
of site improvements, site lighting, retaining
walls, trees, shrubs, lawns, plants, furnishings,
plazas, courtyards, and visual improvements to
the exterior areas of project sites.

54
Q

What is the Interior Design Consultant responsible for?

A

When working as a consultant, the interior designer provides the same services as listed above as when the interior designer is part of the architectural firm.

55
Q

What is the Door Hardware Consultant responsible for?

A

Due to the sophistication of door hardware and access control, it is not unusual for an architect to
retain the services of a door hardware consultant to assemble and specify the door hardware sets and schedule, assist with the selection of door hardware products, and assist the owner and architect with establishing an access control plan for a project.

56
Q

What is the Roofing and Waterproofing Consultant responsible for?

A

The roofing and waterproofing consultant reviews architectural drawings and specifications to advise, assist, and make recommendations for roofing (above grade) and waterproofing (below grade) systems. They may be responsible for (or influence) the selection of materials and products.

56
Q

What is the Exterior Enclosure Consultant responsible for?

A

Te exterior enclosure consultant reviews architectural drawings and specifications to advise, assist, and make recommendations for the technical design of the building envelope enclosure. They may
be responsible for (or influence) the selection of materials and products.

57
Q

What is the Cost Estimating Consultant responsible for?

A

The cost estimating consultant prepares detailed estimates of probable construction cost of a project. The owner, contractor, and architect may each have their own cost estimator.

58
Q

What is the Life Safety Consultant responsible for?

A

The life safety consultant advises, assists, makes recommendations, and evaluates the design for compliance with the applicable building codes.

59
Q

What is the sustainability Consultant Responsible for?

A

The sustainability consultant is responsible for making recommendations for environmental sensitivity for sustainable properties of materials and products.

60
Q

What is the commissioning Consultant responsible for?

A

Commissioning Authority is responsible for managing the commissioning process.

61
Q

What is the food service equipment consultant responsible for?

A

Food service consultant is responsible for planning technical design of commercial kitchens and selection of equipment.

62
Q

What is the building transportation consultant responsible for?

A

Building transportation consultant is responsible for traffic studies and equipment for elevators, escalators, moving walks and dumbwaiters.

63
Q

What is the parking consultant responsible for?

A

The parking consultant is responsible for design and layout of parking areas and parking garages.

64
Q

What is the swimming pool, fountain and water feature consultant responsible for?

A

The swimming pool, fountain and water feature consultant is responsible for the aesthetic and technical design of the materials, products, finishes and equipment to control water in a design feature.

65
Q

What is the building maintenance equipment consultant responsible for?

A

The building maintenance equipment consultant is responsible for designing and specifying the equipment needed for building maintenance.

66
Q
A

CDT - Ch1 Intro to Project Delivery (3 decks)

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