LARE Section 1 Flashcards
A professional services contract, is composed of several standard elements:
Agreement
Project Description
Scope of Work
Scope of Services
Responsibilities of the Parties to the Contract
Fees
Terms and Conditions
Signature Lines
The order of the construction drawings, according to Landscape Architecture Graphic Standards:
Civil Engineering
Landscape Architecture
Architecture
Structural Engineering
Mechanical, Electrical, Plumbing (MEP)
The Project Manual:
a collection of documents related to the construction work on a project and does not include the design drawings. According to Construction Contracts:
Bidding documents
General Conditions
Supplementary Provisions
Technical Specifications
Addenda
during the bidding period, potential bidders may find conflicting, inaccurate or unclear information, present it for further clarification. When formal changes need to be made - the owner will issue an addendum.
Administration budget:
amount of money that the owner/client has allotted to manage the project over ll its phases
Agency Agreements
consensual agreements similar in intent to the contact framework, but usually the scope of the agreement is often much smaller.
attractive-nuisance doctrine
attractive-nuisance doctrine imposes a duty on property owners to treat trespassing children the same as an invitee, and as a result, must exercise reasonable care to eliminate potential dangers or provide adequate warning
Bid bonds
protects against contractors backing out. Submitted with the bid proposal by
the contractor. 5% of bid typical. If backs out, the owner gets that amount. To cover expenses to negotiate with another contractor or re-bid the project.
Bid Review
LA review the bid documents if LA is a prime consultant
A balanced bid/ unbalanced bid
Bidding documents:
Notice to bidders
Instruction to Bidders
Bid Form
Contract form
Specifications
Project-specific attachments and exhibits (e.g. a geotechnical report)
Bidding Period
review contract docs, and assemble their bid.
Bidding process:
Invitation to bid
The bidding period
Bid review
Award of the Bid
Builder’s Risk Insurance
protects from damage during the construction (for example - fire) GC is responsible to obtain it.
covers the structure during construction because GC is responsible for the project until accepted by the owner. typical: fire (primary), vandalism, burglary.
Certificate of Insurance
The contractor provides the owner with a certificate of insurance - proof that C/C has obtained the required insurance.
Closed & Proprietary Specification
call out brand names and models. Produced by third party like material supplier. At Least 3 be named to not be a closed spec.
A closed specification requires a specific item or system. This type of spec is used to ensure that only products of a particular type are used. Not for public projects.
Proprietary spec - state what is to be provided without any allowance for alternatives.
Comprehensive General Liability Insurance most typical sources:
Provides protection from 3rd parties lawsuits
Injury to nonworkers on site. Contingent liability (indirect liability - be held responsible for injury to third party even if not caused by owner).
Damage caused after completion of the project.
Damage by mobile equipment.
Injury to employees if not covered by workers comp.
LA and the contractor get this.
Constructability Review
identify any potential problem areas and suggest an improvement
Construction budget
Amount of money allocated to have the project built.
Construction Means and methods
refer to the labour, materials, temp structures, tools, and construction equipment as well as the manner and time of their use - necessary to finish the construction. Usually the responsibility of the contractor, but if specified in the contract documents - no longer the liability of the contractor
Construction Support Services
Amount of money that owner/client has budgeted for construction inspection, testing, review of submittals etc
Consultant
a party that evaluates the client’s needs and provides expert advice on how those needs should be met
Contingency Budget
is the amount of money for design/construction changes, and buffer for unexpected overruns.
5-10% of the value of their respective line item.
Contingency planning
- plan in advance for coping with uncertainties/threats
Contingent Liability
Contingent - вероятность
An injured 3rd party is not affected by a contract between 2 parties. For example: if a passerby is injured by a contractor working on an owner’s project, the passerby could sue the owner even if the contractor is directly responsible for the injury.
Contract
the legal document that sets forth the obligations of each party to the contract and specifies the duties and responsibilities of the entities that sign the contract
Contractor
similar role as a consultant, but instead of providing advice on how the clients needs should be met, the contractor performs the construction/build work required to meet those needs
Corporations
a form of business that is considered to be - from both legal and taxation perspectives - distinct from their owners. Corporations may be owned by a single person, a group of individuals/stakeholders, but these owners are not personally responsible for the legal or financial decisions.
Limits the liability of the owner
Only one that is considered tax paying individual
Corporations are authorized to own real property, incur debts, file suit
Cost Plus
allow for reimbursement of construction expenses plus a predetermined fee for overhead and profit.
Used when the construction starts before the CD and specifications are finished. No idea of the total cost for the owner.
contractor reimbursed for actual costs plus a fee.
● Total contract sum not determined until work is complete.
● The initial contract sum is just their fee.
● Payments based on actual expenditures - receipts quite burdensome.
● Can submit with Guaranteed Maximum Price (GMP).
● Can have a shared savings clause or incentives for early completion.
● USE: when needed to expedite the construction schedule. Allows flexibility if site
conditions are revealed during demo. Allows flexibility in plans and specifications.
Remodeling or renovations.
● Not for bidding.
● It does not allow the owner to acquire the best product to the budget outcome.
● Contractor won’t lose money
● Removes incentive for the contractor to increase costs
Design budget
amount of money allocated toward project design concept to construction documents. Takes into account all disciplines - architecture, LA, engineers, etc.
15-20% of the overall budget.
Design Implementation:
● working drawings: layout plan, design details, grading plan
● final estimates
● contract specifications and documents
● other: planting plan, irrigation plan
● Contract Supervision: Included in this area are the following services:
● selection of contractors
● award of contract
● general supervision on behalf of owner, inspection of work
● acceptance of work completed
● Contractual Implications: The following elements should be incorporated into a contract
between the landscape architect and client for projected design.
● Identification of the parties
● Description of the project
● Job number
● Scope of services
● Exclusions to scope of services
● Fees
● Reimbursable costs
● Additional services
● Billing method
● Disputes and termination
● Ownership of documents
● Successors
Design Specifications
Material/ workmanship specifications, address the methods of workmanship, methods and materials.
It is a detailed instructions how work will be constructed and what materials will be used - contractor is not liable in this case if end result is not achieved.
Design-Build Contract Method
the owner hires a single firm to conduct both the design and construction of a project. The design-build firm may still hire sub c/sub c.
Drawing Progress
0,25,50,90,100%
During Construction:
● Periodic site observations
● Review the complete set of documents
● Review of shop drawings
● Process submittals
● Monitor the construction schedule
● Sample materials
● Verification of work completed
● Review and make recommendations on contractor’s requests for payment
● Issuance of certificate of substantial completion - by LA and possibly inspector
● Ensure that it meets the quality of standards determined by the office
Eminent Domain
принудительное отчуждение
the right of the federal government or a state or other public agency to take possession of the private property and appropriate it for public use (condemnation - конфискация).
Fees for professional design services can be calculated including:
Fixed Fees/ Lump Sum
Hourly Fees (not to exceed the amount included)
Multiplier Fee (L.A. estimates overall hours, multiply by hourly pay rates, multiple by a figure that incorporates the firms overhead costs)
Percentage of Construction (6-12% of construction budget)
General Conditions
Outline the rules under which the project will be built. They establish the rights, authority, and obligations of the contracting parties: owner, owner representative and contractor.
If Design budget is insufficient for the required scope:
Reduce the number of client submittals/deliverables
Reducing the number of meetings
Adjusting the overall scope of work such that the scope of services is reduced
Insurance Terminology:
Comprehensive General Liability Insurance
Professional Liability Insurance
Builder’s Risk Insurance
Certificate of Insurance
Joint Ventures
a temporary partnership between 2 or more firms for the express purpose of completing a project.
Libel and Slander
Tort damages can also extend to defamation of character and thus include libel (published defamatory statement) and slander (spoken defamatory statements)
(Ущерб от деликта также может распространяться на клевету и, таким образом, включать клевету (опубликованное клеветническое заявление) и клевету (устные клеветнические заявления).
Lien
A legal claim placed upon property in response to an unpaid debt
Limited Partnership
in a limited partnership, a person generally contributes cash or property to the business and shares in its profits and losses.
Lump Sum/Fixed Price
fixed sum for the whole scope of work.
(most common): submits a fixed price for the scope. Low bid contracts, but doesn’t have to go through the bidding process. Less need for receipts.
Mechanics liens
a type of lien that permits workers and materials suppliers to place a claim on property in the event that they are not paid by a contractor.
Meeting Facilitation
Schedule the date, time, and place of the meeting
Preparing a meeting agenda
Ensuring that meeting participants are aware of any deliverables related to the meeting
Taking notes
Following up with Key attendees and the owner/client after the meeting to confirm key decisions,
Negligence
is a failure on the part of 1 person to exercise sufficient care or precaution to protect the health and safety of another person.
Opinion of probable cost
is based upon quantity takeoff details, and specifications and it is not intended to be authoritative. ( level one Cost Estimate)
Overhead
non-labor costs associated with operating and maintaining an office are known as overhead.
Partnership
an association of 2 or more people to conduct business as a single entity. The partners will have joint control of the firm since their resources have been joined to create a business entity.
Payment Bonds
protects workers, subcontractors, and material suppliers to get them paid. An alternative way to get money instead of a mechanics lien. Without it, file stop notice. Don’t protect third-tier subs and suppliers. Don’t need retainage if have a payment bond. Stop notice or payment bond doesn’t encumber property like a lien. Stop notice is the least effective.
Performance Bonds
protects against poor work or incorrect (replaces bid bond when the bid is accepted) set at 100% of the contract bid amount. The limit of liability is a specified dollar amount and referred to as the bond’s penalty.
Performance Specifications
focus on results - contractors can choose the materials and install
methods to provide the desired results. Best kind.
Only provide guidance related to the technical performance of the finished product.
The contractor’s work satisfies specifications as long as their work meets the technical requirements outlined in the specification.
Pre-design Services:
Programming
1. Includes planning (initial stages)
2. Preliminary Programming (not just space programming): List of solutions, alternative,
feasibility studies, and cost estimates
3. Schematic
4. Market studies
Pre-Project Management:
● Select Project Team
● Develop Contract
● Negotiate Contract
● Prepare RFPs or RFQs. RFPS outline the bidding process and contract terms and guides how the bid should be formatted.
● Determine Project Scope, Schedule, and Budget
Order by CSI (Construction Documentation Institute)
00 00 00 Procurement and Contracting Requirements
● Procurement: switch between design and building (includes bidding and such)
● Bid ad, available project info, bid forms
01 00 00 General
● Summary of work, payment procedures
02 00 00 Sitework - and existing conditions
● Includes existing conditions in old format
03 00 00 Concrete
04 00 00 Masonry
05 00 00 Metal
06 00 00 Wood + Plastics
07 00 00 Thermal / Moisture Prevention
08 00 00 Doors + Windows
09 00 00 Finishes
10 00 00 Specialties
11 00 00 Equipment
12 00 00 Furnishings
13 00 00 Special Construction
14 00 00 Conveying Systems
15 00 00 Mechanical
Professional Liability Insurance
errors and omissions insurance - to protect professional services firm from claims of negligence or failing to perform their professional duties
- Covers legal defense and court costs
- 70% of all litigation is from miscommunication between consultant and client. (filed by client) more than contractor
- Extends to W2 employees and 1099 subcontractors worldwide
- Obtained by LA, surveyor
- If LA approves a request for payment that includes services that haven’t been
performed they are held responsible but covered by E&O
Programming and Analysis:
● assessment of clients’ needs
● site selection
● site inventory
● site analysis
● Design Development: Included in this general area are several services:
● client conferences
● design schematics
● specific/special studies
● feasibility studies related to the project/site
● preliminary plan and presentation drawings
● preliminary estimates
Project Budget Categories:
Administration
Design
Construction
Construction Support Service
Contingency
Project Stages:
List the order in which the following activities occur:
1. RFP - to find a consultant or the contractor
2. Advertisement for bid
3. Qualifications statement - submitted on a form by the contractor.
4. Scope of Services
5. Work Plan
6. Budget
PLANS 0%, 25%, 50%, 90%, 100%. At 90% drawing is complete but hasn’t been submitted for QC.
Proprietorship
a business owned by an individual, all earnings taxed as income to the individual business owner
Each partner has unlimited liability with creditors
No formal docs required