Module 1 - Planning, Development & Organization Flashcards

11% of Exam - Approx. 20 questions

1
Q

When to use Narrative specs format?

A

at Design Concept and Schematic Design - describes major materials and systems

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2
Q

When to use Preliminary Project Descriptions specs format?

A

at Schematic Design - type of performance specifying, defines requirements/results, common for Design-Build projects

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3
Q

When to use Outline specs format?

A

at Design Development - describes basic product and material requirements

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4
Q

When to use Shortform spec format?

A

at Design Development and Construction Documentation - for limited scope, less detailed descriptions, when lacking comprehensive info, format for sheet specs

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5
Q

When to use Full Length spec format?

A

at Design Development and Construction Documentation - larger, more complexity, use when high liability risk

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6
Q

What is Purchasing Specifying?

A

When the work is limited to the delivery of goods, no construction or installation

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7
Q

What steps are taken to coordinate spec production schedule with key stakeholders?

A

Include time to review comments after each design submittal (owner and AHJ), share format, schedule and delivery dates with consultants

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8
Q

What methods are there for documenting production schedule?

A

Gantt Method - bar chart
Critical Path Method (CPM) - identify long lead times and milestone dates

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9
Q

What are the methods for assembling and recording project info?

A
  • Compiled project notes
  • Communication log of emails
  • Project notebook, folders by divisions
  • Checklists
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10
Q

What are the methods of documenting questions/requests/changes at procurement?

A
  • Email, written communication
  • CSI Form 7.0A “Comm. Record”
  • CSI Form 7.0B “Comm. Log”
  • Firm specific forms
  • Online collaboration, PM applications
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11
Q

What format should responses to questions/requests/changes be?

A

WRITTEN FORM

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12
Q

What are the common types of project manual modifications?

A
  • Addenda (before bidding)
  • Substitution requests
  • Contract modifications
  • Requests for information (RFI)
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13
Q

What forms or logs are used to document and track substitution requests?

A
  • General requirements in Div 01
  • CSI Form 1.5C “Sub request during bidding”
  • CSI Form 13.1A “Sub request after bidding”
  • CSI Form 13.1B “Sub request log”
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14
Q

What are the common revision identifiers in specifications?

A
  • Revision numbers
  • Delta symbols (triangle)
  • Clouds
  • Text: strikethrough, bold, italic, underline
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15
Q

What is the Narrative method for issuing revisions?

A

Modifications are described in writing. Brief, clear, and cross reference repetitive changes

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16
Q

What is the Revised Page method for issuing revisions?

A

Changes are made to spec section or drawing sheet, identified, and then reissued

17
Q

What are work packages?

A

Specifications, drawings, etc. prepared by the design team to describe a portion of work

18
Q

What is the Stand Alone Method for managing work packages?

A

Each package is complete and separate from all other work packages

19
Q

What is the Cumulative Method for managing work packages?

A

As work packages are issued, subsequent packages include revised specs and drawings by adding to previously issued work packages

20
Q

What are the common Guide Specification sources?

A
  • Commercial master guide specification services
  • Office master guide specs
  • Manufacturer furnished specs
  • Previous projects’ specs
21
Q

What is a Master Guide Specification?

A

A project manual that ideally includes specification sections with the types of items that are typically utilized in most projects

22
Q

What is the process for preparing a master guide specification section?

A
  1. Assemble and review resource material
  2. Determine necessary info
  3. Confirm info is appropriate and manageable
  4. Place info in 3-part Section Format
  5. Restrict each article in Section Format to a single topic
  6. Arrange choices logically for efficient decision making
  7. Determine method for identifying optional requirements for choices
  8. Arrange text per Page Format
  9. Include notes and instructions to assist editing
23
Q

What are the common strategies for updating master guide specification sections?

A
  • Revise text that has caused problems
  • Change text/designations to reflect current reference standards
  • Review choices that have been adopted as permanent
  • Review appropriateness of specifying method
  • Add new sections
  • Insert options and choices in spec clauses
  • Eliminate typographical and other errors
  • Update terminology to be consistent