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CSI CCS Prep > Module 5 - Analysis & Evaluation > Flashcards

Module 5 - Analysis & Evaluation Flashcards

1
Q

Describe Design-Bid-Build delivery method.

A

Owner contracts with A/E to produce construction docs, Owner then contracts with contractor to build. No contractual agreement between A/E and contractor, 3 options

  • Competitive Bid - Multiple bidders competing for award of const. contract
  • Competitive Proposal - Multiple bidders submit bid with info about experience
  • Negotiation - Owner negotiates const. contract with owner-selected contractor
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2
Q

Describe Construction Manager at Risk (CMAR) delivery method.

A

Owner contracts with A/E to produce construction docs, Owner contracts with Construction manager coordinate with A/E and construction, CM contracts with subcontractors to complete trades

Typical when Owner does not have building knowledge/experience

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3
Q

Describe Construction Manager as Agent/Advisor (CMa) delivery method.

A

Construction manager acts as owner’s agent, advise on project activities, can make decisions on behalf of owner

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4
Q

Describe Integrated Project Delivery (IPD) delivery method.

A

Two groups of individuals/companies that work together to deliver work, shared financial risk/reward, early involvement

One group decides, designs and determines, the other supplies, constructs and installs

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5
Q

Describe Design-Build delivery method.

A

Owner contracts with single entity to provide design and construction services

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6
Q

Describe Owner-Build delivery method.

A

Owner is involved in construction contracting for each portion of work, retains independent A/E for design and potentially CA

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7
Q

What are Design-Bid-Build variations in construction documents?

A
  • Proposal option: additional procurement documents like qualifications
  • Negotiated option: procurement forms may not be used, project manual completed after negotiations have started, bids based on DD set and GMP
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8
Q

What are Construction Manager at Risk (CMAR) variations in construction documents?

A
  • A/E does NOT prepare procurement docs, CMAR will
  • CMAR prepares agreement forms, typically CMAR’s standard forms
  • Div. 01 may be in each work package or issued as stand-alone for ALL work packages
  • Div. 02-49 detail influenced by CMAR
  • After issuing, all work packages combined into “Conformed Docs”
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9
Q

What are Construction Manager as Agent/Advisor (CMa) variations in construction documents?

A
  • CMa does not perform in Contractor role
  • Typical for multiple primer contractors
  • Changes in procurement requirements and contract forms for multiple work packages
  • CMa prepares agreement, procurement forms
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10
Q

What are Integrated Project Delivery (IPD) variations in construction documents?

A
  • Either tripartite, multi-party, or single-purpose entity agreement
  • Div. 00 by contractor
  • Div. 01, 02-49 similar to other delivery methods
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11
Q

What are Design-Build variations in construction documents?

A
  • Owner prepares procurement and contract docs
  • Design-builder prepares procurement docs for subcontractors
  • Div. 01 by design-builder or consultant
  • Div. 02-49 by design-builder or consultant, level of detail can vary
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12
Q

What are Owner-Build variations in construction documents?

A
  • Documents by owner, or with independent A/E
  • Construction documents focus on permit requirements
  • Div. 00 varies on what owner will perform vs. contractor
  • Div. 01 varies with Div. 00
  • Div. 02-49 may be owner specific, proprietary
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13
Q

What are the primary goals of evaluating systems, assemblies and materials?

A

Meet project requirements (owner’s requirements) and design intent

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14
Q

Besides design intent, what are systems, assemblies and materials evaluated against?

A
  • Code requirements
  • Climate conditions
  • Constructability
  • Reference standards
  • Quality and costs
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15
Q

Identify the primary project components against which proposed systems, assemblies and materials are evaluated.

A
  • Compliance with project requirements and design intent
  • Consistency with project drawings
  • Compliance with code requirements
  • Compatibility with constructability and construction sequence
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16
Q

What is the typical series of activities for evaluation of systems, assemblies and materials?

A
  1. Evaluate major systems
  2. Evaluate system components
  3. Confirm products meet project requirements and design intent
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17
Q

What PRODUCT attributes should be evaluated for product performance?

A
  • Compliance with code
  • Product data
  • Reference standards
  • Quality and budget
18
Q

What steps are taken to confirm products meet project requirements?

A
  • Start early and progress throughout design
  • Confirm products meet owner requirements
  • Identify attributes required to meet design intent
  • Evaluate product appropriateness
  • Develop specs AFTER confirming compliance
19
Q

What are the tasks to coordinate product information between the drawings and specs.

A
  • Confirm systems/assemblies/materials are specified
  • Use generic notes on drawings
  • Use generic material tags on drawings
  • Do not use proprietary names
  • Do not define scope per trade/contractor
  • Show extent of alternates, phasing, work limits
  • Show scope for separate contracts
20
Q

How should product information be coordinated between the drawings and specs?

A
  • Coordinate install methods and accessories
  • Coordinate terminology
  • Avoid drawings generic reference to specifications “See Specifications”
21
Q

What common codes govern construction projects?

A

Regulator requirements - codes and standards

  • Eliminate products that are unreasonably hazardous/dangerous
22
Q

What information is important for analyzing products for compliance with applicable codes?

A

Which aspects of the product are covered in code compliance evaluation

Which standard is referenced in the specifications.

23
Q

What common components are evaluated when assessing interior conditions?

A
  • Quality of building air
  • Heating
  • Ventilation
  • Lighting
  • Noise
24
Q

Why is it important to evaluate material durability with interior conditions?

A
  • Prevent from needing to be replaced too often, becoming costly maintenance
  • Prevent deterioration that reduces useful like of building
  • Products should IMPROVE energy efficiency, reduce energy needs
25
Q

What are common components to evaluate when assessing exterior conditions?

A
  • Wet weather events or intense storms
  • Milder climates with humidity fluctuations
  • High groundwater levels
  • Proximity to bodies of water
  • Risk of storm surges
26
Q

Why is it important to evaluate material suitability with exterior conditions?

A
  • To maintain reliable operation
  • to be compatible with regional and local culture and aesthetics
27
Q

How does a constructability review influence product recommendations or design modifications?

A
  • Evaluates sequence on dates and milestones
  • Utilizes overall project schedule and list of major equipment
28
Q

How is it determined whether a product will meet the construction sequence requirements?

A
  • Evaluate procurement dates and supplier deliver requirements
  • Evaluate system commissioning and start up requirements
  • Compare against dates and milestones for sequence
29
Q

How is product data compared to determine compliance with project cost, quality and aesthetics?

A
  • Owner sets requirements that influence selections
  • A/E evaluates starting at SD, throughout design phase w/ owner requirements
30
Q

What are common types of reference standards published by technical/professional societies?

A
  • Basic material
  • Product
  • Design
  • Workmanship
  • Test method
  • Codes
  • Install
  • Performance
  • Life safety
31
Q

How are reference standards incorporated into specifications?

A

Referring to a reference standard number, title or other designation

32
Q

What are liabilities with using reference standards in specifications?

A
  • Inadequate standards coexist with stringent ones
  • Can create duplication/contradiction
  • Contain embedded options
  • Generally refer to minimum requirements
  • Might contain undesired requirements
  • Various AHJs may enforce difference editions of same standard
33
Q

How are reference standard incorporated in specifications when not compatible with project requirements?

A
  • Use reference standard and clearly define exceptions
  • Write applicable requirements from reference standard into specifications
34
Q

How are embedded options in reference standards chosen for appropriateness?

A

A/E should evaluate each choice and identify selection

If not specified, selection is forfeited to contractor

35
Q

What is Value Analysis?

A

AKA Value Engineering

Identifies areas of potential cost savings and benefits for consideration/evaluation by project team

36
Q

What project information is evaluated in the value analysis process?

A
  • Quality
  • Performance
  • Schedule of products
  • Budget
37
Q

What factors determine adjustments based on value analysis review?

A
  • Budget requirements and maintenance costs
  • Project schedule - product review time
  • Product delivery time and availability
38
Q

What are the two types of warranties used in construction projects?

A
  • Construction warranties or guarantees (cover products and workmanship)
  • Warranties that cover products only
39
Q

What is the purpose of construction warranties?

A
  • Protect owner against faults, defects and failures
  • Provide remedy to owner for non-conformance
  • Give owner resources against additional parties
  • Extend Mfg’s responsibility beyond correction period
  • Allow remedy beyond normal statute of limitations
40
Q

What are common exclusions and limitations of warranties?

A
  • Warranty being exclusive remedy
  • Limit scope of coverage to materials only
  • Limit assignability of warranty
  • Requiring owner to sign warranty document
  • Limit time owner has to take legal action
  • Allow warrantor to recover legal costs
  • Unfair dispute resolution procedures
  • Exclude installation of replacement product
41
Q

What are liabilities to warranties with exclusions and limitations?

A

Manufacturer warranties may take away consumer protections typically included in the UCC

May restrict repairs of failures only up to original install cost, not replacement cost

42
Q

How can warranties be compared to select appropriate products/systems?

A
  • Compare clauses and conditions of several warranties
  • Examine Mfg’s ability and willingness to honor its warranties (Financial backing, warrantor is same as product company)
  • Determine which has been in business long enough to have long-term experience

CSI CCS Prep (7 decks)

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