Planning for Quality & Risk Management Flashcards
Meredith's class
What are the triple constraints (the “Iron Triangle” or the “PM Triangle”)?
Scope
Time
Cost
What is a temporary endeavor with a centered goal, objectives, and constraints to satisfy a business need with a definite beginning and ending?
Project
Who plans, organizes, directs, controls, and evaluates the activities in a construction company or a construction department within a company?
Construction Managers
Who directs PMs or CMs?
General managers or other senior managers direct PMs or CMs.
Name construction company types that employ PMs or CMs.
- Residential
- Commercial
- Industrial
- Construction Departments of companies outside the construction industry
Who is an individual, group, or organization that may affect, be affected by, or perceive itself to be affected by a decision, activity, or outcome of a project?
Stakeholder
What provides a framework for a project and identifies the stages that correlate to unique work groups?
Project Lifecycle
What are the stages of the project lifecycle and what are their terms?
Initiation:
Requirements/Feasibility
Planning:
Design/Preconstruction
(Launch)
Work Progress and
Monitoring & Control:
Construction Phase
Close-out: The stage
between completion of
project scope and
turning over to the client
What are the unique work groups?
Initiation group
Planning group
Work group
Check group
Close-out group
What milestone is 95% project completion?
Scope complete (SC) or Substantial Completion (CCDC 2 2008)
Ready-For-Takeover (CCDC 2 2020)
What are the three foundations of management?
Ethics
Safety
Risks
What milestone is achieved at the end of the Initiation stage?
Project Charter of
Agreement
What milestones are achieved at the end of the Planning stage?
Project Management Plan (PMP)
What milestones are achieved at the end of the Work Progress + Monitoring & Control stage?
Scope Complete (SC) or Substantial Completion
Ready-For-Takeover
What milestones are achieved at the end of the Close-out stage?
Deliverables Complete (TC)
What is a continuous improvement process that must be applied in these four stages performed cyclically to make processes better and faster?
Plan-Do-Check-Adjust process
As the project lifecycle goes through the initiation to close-out stages, the risk and uncertainty become ____?
Lesser or Lower
As the project lifecycle goes through the initiation to close-out stages, the cost to change become ____ ?
More or Higher
What is the Project Feasibility Process in the initiation phase?
- Initiation/Business Case Review
- Project Identification
- Project Definition
- Project Agreement
- Implementation
What is the Capital Asset Reference Guide (CARG) process in the initiation phase?
The CARG process in the initiation phase consists of:
1. Opportunity Assessment
2. Concept Plan Report
3. Business Case
4. Treasury Board Approval
5. Design & Construction
Who developed the CARG process?
The Capital Asset Reference Guide is developed by the Ministry of Advanced Education, Innovation, and Technology
What documents are contained in the project initiation?
Project Charter
Project Identification &
Project Definition
Project Agreement &
Authorization to Proceed
What is a formal, short document which contains a detailed description of goals, objectives, deliverables and timelines, rationale, impact and benefit statement, strategic partnerships, risk assessment, and funding sources.
Project Charter
As a Plan group, are the Construction Management involved in :
1. Fixed Price?
2. Construction Management?
3. Cost Plus?
4. Design Build?
5. IPD?
- No
- Yes
- Sometimes
- Yes
- Yes
As an Initiate Group, is the Construction Management involved in any Contract type?
No
As a Work and Close-out group, is the Construction Management involved in any Contract type?
Yes
Which iron triangle category do sustainability, aspirational objectives, emotional objectives, and procurement fit into?
Scope
Which iron triangle category do resources fit in?
Cost
Time
Which iron triangle category do procurement fit into?
scope and time
Where do quality, sales, opportunities, and customer satisfaction fit in the iron triangle?
Scope
Time
Cost
What are the foundations of the project management triangle that should be managed?
Ethics
Safety
Risks
In the Project Cost & Staffing vs. time, as the project progresses, the project cost and staffing ____ until it is nearing the Scope Complete or Ready-For-Takeover where it goes down.
Increases
What should be done after Close-out?
Lessons learned to bring and apply to the initiation of the next project.
The functional group doesn’t necessarily start and stop within a single phase but may extend across the duration of the project with varying levels of participation. True or False?
True
Each project lifecycle phase has a corresponding functional group. True or False?
True
On construction projects, the levels of participation does not vary based on contract type. True or False.
False
Which group(s) are involved in work progress + monitoring & control stage?
Work group
Check group
Where are these items included?
- Facility needs and space use
- Building condition & infrastructure audits
- Hazardous materials and geotechnical assessments
- Land-use and siting analysis
- Traffic and parking impacts
- Phasing and facility continuity
- Conceptual and Schematic Design
- Financing strategies
- Budget risk analysis and schedule implementation
Project identification & project definitions
During project identification & project definition, conceptual and schematic design, design only to test options, and detailed design doesn’t start until project agreement are met. True or False?
True
What is a formal signed agreement that includes a statement of scope, objectives, deliverables, funding sources, space allocation, schedule, governance, and a communication model?
Project agreement
Which type of project lifecycle stage requires a group to redefine objectives, develop project documents and design, further establish schedule, further detail budget, further develop organizational chart, and develop Project Management Plan (PMP)?
Planning
What type of project lifecycle stage concerns the completion of work defined in the PMP, satisfying project requirements, coordination of people and resources, management of stakeholder expectations, and substantial completion achievement?
Work Progress
Which type of project lifecycle stage requires a group to measure project performance at regular intervals, manage changes, track progress against baseline and continuous tracking?
Monitor & Control
Which type of project lifecycle stage requires a group to complete processes and contractual obligations, verify requirements are met, and formally establish the completion of the project (“Total Completion”)?
Close-out
What is within a fixed-price contract type?
Stipulated Price
Lump Sum
CCDC2
What is within a construction management contract type?
CCDC 5A & CCDC 5B
What is within the cost plus contract type?
Time and Materials
CCDC 3
What is a design build contract?
CCDC 14
What is an IPD contract type?
Integrated Project Delivery
Quality throughout the project is not dependent on clearly defined project scope. True or False
False
Based on the “Iron Triangle”, if the scope isn’t properly defined, the schedule isn’t adequate or the budget isn’t sufficient the project will struggle to meet the project quality requirements. True or False?
True
A risk review is completed during project initiation. True or False
True
If key risks aren’t planned for early, they do not impact project success. True or False?
False
Project documents and design development is a scope and project requirements which is the basis of quality. True or False?
True
What are the design stages?
- Concept Design
(Initiation -> Planning) - Schematic Design - 33% DD
(Planning) - Design Development - 50%, 66%,
95% DD
(Planning -> CM onboarded) - Construction Documents - 100% DD
(Planning -> CM onboarded ->
Tender) - Construction Administration
(CM onboarded -> Tender -> Work
progress)
Which pre-construction process generates better quality?
Real Bid
For these activities: Drawing submittals, Site surveying, Permits, Design Development, Cost/Budget, Schedule, and Tender activities, which project phase does this activities belong to?
Preconstruction
The preconstruction activities tie into project quality and risk due to?
Underestimation of costs
and schedules,
Incomplete drawings,
Missing scope,
No clear understanding of
cost, schedule, and scope
What are some risks in preconstruction?
Market/material shortage, Recession,
Interest rate hike
These are the ____ in Real Preconstruction for ____ perspective:
- Lower base fees
- Often preconstruction is not reimbursed or minimally reimbursed
- Trade relationships since they don’t get compensated (usually)
- Delivering a budget that is too low
- Harder to “blame” others (transfer risk) for errors
- Submit a high budget and get blamed for it or removed from job
- Tie up valuable human resources
Risks
CM
These are the ____ in Real Preconstruction for ____ perspective:
- Build relationship
- Build early project pipeline
- Gain knowledge, experience, resume
- Potential fees due to minimized (or no) competition
- Can “date” a project and team before “marrying” it
- Hit the ground running upon award
- Agency over the design provides a stronger attachment and improved document quality (potential for success)
- Cover staff in between projects *
Reward
CM
These are the ____ in Real Preconstruction for ____ perspective:
- Locked into contractor and may be at the mercy of their pricing strategy as the project is usually not competitively bid once design is complete
- If project is over budget, may be tricky to switch course.*
- Contractor may be operating in their best interest over the owner’s
- Design may be compromised for cost
- Trust and assumptions about trade pricing and benchmark data
Risk
Owner
These are the ____ in Real Preconstruction for ____ perspective:
- Lower base fee*
- Can “date” a CM before “marrying” it
- Hit the ground running upon award
- Contractor has more investment in project and accountability for decisions
- Minimal price for valuable expertise that other team members don’t have
- Budget and schedule certainty to tendered budget (cost predictability)
- Get a professional understanding of risk
- Higher quality construction documents
Reward
Owner
Who are these:
General Manager
Operations Manager
Business Development
Procurement
Owner
Designer
Project Executive?
Preconstruction Key Players
Who is involved in preconstruction?
Architects
Engineers
Client
QS/Cost Consultant
Estimator(s)
Procurement Manager
Project Manager
Superintendent
In phased procurement, what important thing does the PM should do?
Look for scope gaps
Where do we see additional geotechnical studies to supplement reports and site surveys?
Early Works Package
Who does the prep laydown areas and temporary facilities?
Demolition and Civil Contractors
Who disconnects and early procure generators?
Mechanical and Electrical Contractors
Who does the job of concrete supply + labour, formwork carpenters and rebar especially in foundation?
Structural
What is used for laser scanning,
clash detection, logistics planning,
phasing planning, and virtual reality?
Building Information Modelling (BIM)
Why does Project Close-out begin in ____?
Day 1, because it needs to be in subtrade scope and it takes time
Scope, stakeholder requirements, quality, contract, schedule, finances, team, etc. are included in ____?
Closing out a whole project
What avoids discrepancy at project completion?
Early and clear definition of scope and project requirements
What are these items:
Certificate of Completion
Waiver of Lien
General Release of Holdback
Bonding
Final Consent of Surety
Contractor-controlled insurance.
program finalization
Contracts and Insurance with Owner and Subtrades
Should you pay the trades out too early? Why?
No, leave enough $ for close-out
What are the items below?
Certificate of Completion
Waiver of Lien
General Release of Holdback
Bonding
Final Consent of Surety
Contractor-controlled insurance
program finalization
Contracts and Insurance with Owner and Subtrades
What is included in the complete schedule items?
Final Inspections
Commissioning
Deficiencies
What is one of the challenges in scheduling items?
Not allowing enough time for close-out activities.
We should complete all schedule items before any damages. True or False?
True
What happens if we rush to end close-out activities?
We create extra quality issues.
Damage clauses can tie to items like as-builts. True or False?
True
Historical information (used for sales and marketing and estimating) and customer summation is an example of?
Lessons Learned & Final Report
How do we forget to think of the client and the next project?
We get so busy finishing the project.
According to Herzberg’s Theory of Motivation, we need to reward our team throughout but especially important at the end of a project. True or False?
True
Rewarding the team, performing team member assessments, creating closure events with the larger project team, and celebrating successful completion before moving to the next project are examples of?
What needs to be done after close-out.
Absence demotivates. True or False
True
Paychecks, benefits, safety, vacation time, sick leave, and work relationships are examples of?
Employee expectations / Hygiene agents
Financial bonuses, paid time off work, promotions, educational opportunities, and responsibilities are examples of?
Motivating agents / Employee goals / Rewards for performance
What are the flow to close-out activities?
Pre-construction
0% - Site preparation/Foundations
25% - Frame/Structure
50% - Closed-in/Enclosures
75% - Largely complete
95% Complete
98% - Substantial Completion
(Ready-For-Takeover)
100% Complete
Post-construction
In ____ we:
Establish a close-out strategy in the
contract assumptions and
clarifications
Understand your documents
Define project close-out
requirements and goals (internal
and external)
Establish a punch list procedure
Write close-out requirements into
subcontracts
Understand your contract
Consider the owner’s special
considerations.
Pre-construction
In ___ we:
List all contract deliverables
Create a detailed submittal schedule
Include close-out items in the
subcontractor billing schedule of
values
Hold Subcontractor kick-off meetings
Create a COR for every allowance
Setup the budget
Site preparation/Foundations
In ___ we:
Conduct Insurance Check-in
Setup close-out matrix document
Put close-out activities in the master
schedule
Set-up close-out files
Identify 10 subcontractors for early
close-out
Settles issues quickly and frequently
Stay current with the subcontractor’s
change orders
Establish expectations with the client
for format, review, and approvals
for O&M Manuals
25% Complete - Frame & Structure
In ___ we:
Conduct Insurance Check-in
Check-in on the status of all
subcontractors
Submit close-out letter to subcontractors
Track project cost and close-out status
Hold internal close-out meeting
Dry-run example of O&M manual for
review and acceptance.
50% Complete - Enclosures
In ___ we:
Conduct Insurance Check-in
Start work-to-complete list
Establish a punch list process
Establish a certificate of occupancy
process with authorities
Make systems start-up checklist
Coordinate with the commissioning
agent
Begin training, testing and
certifications
Submit attic stock
Discuss “day 2 work” with owner
Determine milestones for start-up
75% Complete - Finishes
In ___ we:
Punch list items all identified
Obtain a certificate of occupancy
Operations personnel trained
Deliver O&M materials
Transfer utilities and insurance to the
owner
Owner controls access
Subcontractor close-out meetings
ongoing
95% Complete
In ___ we:
Financially close-out at least half of
contracts
Submit final updated O&Ms and as-builts
Insurance close-out procedures
Establish warranty management
process
Receive Certificate of Completion
Final subcontractor close-out meeting
Close all outstanding items
Subcontractor close-out letter
Final payment approval letter to
subcontractors
Subcontractor Final Application for
Payment
Final release of lien/general release
98% Complete - Substantial Completion
In ___ we:
Completed punch list
Deliver all contract items
Negotiate final contract value
Issue final change order
Get the last 1% done
100% Complete (Final Completion)
In ___ we:
Perform 10-month walk-through
Manage warranty calls
Retain/store project records
Document lessons learned and best
practices
Post Construction
In close-out, 99% complete can be counted as 100% complete. True or False
False
What is one of the biggest problems with close-out?
Getting everything 100% complete
Why is it hard to get to 100% completion?
Teams get tired (especially on long
projects)
Late changes by owners
Staff gets pulled from the project
near the end of the project
Why is it important to reach 100% completion (close-out)?
Burns staff out (as they have to keep
running the project process for an
open project)
Creates risk with insurance
Frustrates the clients & harms the
relationship, your brand, and future
job prospect
Expensive as resources have to keep
running budgets and other project
management processes
Contractors take time to get back and
complete close-out as they have
other projects
Quality needs to be implemented throughout the project but not the close-out. True or False.
False,
Quality needs to be implemented throughout the project and the close-out.
The punch list is the final check and quality in itself. True or False.
False
(Punch list is the final check, not quality in
itself)
What risks do project incurs the longer close-out is delayed?
Schedule risk
Financial risk
Insurance risk
Contract risk
Trade relationship risk
Reputation risk
Unresolved claims may be subject to ___.
Litigation upon close-out
A person engaged by (under a contract with) an owner regarding an improvement to perform or provide work can ____ .
File a Builder’s lien
In the CM contract (CCDC 5A), CMs can hire or pay subcontractors and pass funds through trade contracts between the owner and trades. True or False?
False, (CM can only administer trades in CCDC 5A)
When a CM enters contracts with trades, the contract does not indicate the GC as the agent for the owner. True or False?
False
(It does indicate the GC as the owner’s agent)
If the CM contract allows own-forces work the CM has the right to lien. True or False?
True
Builders liens are municipal. True or False?
False
(Builders liens are provincial)
Holdback of 10% of the general contract price is mandatory unless it is under $100,000 or the provincial government indicates otherwise. True or False?
True
What are the triggering events of Builders Lien?
Issuance of Certificate of Completion
of a contract or subcontract
Completion, termination, or
abandonment of the project
How many days for lien filing?
45 days after the project is substantially completed (98% complete), abandoned or ended.
When is the latest day to release holdback?
55 days after the Certificate of Completion is issued.
3-2-1 Percentage of cost to complete formula OR Ready for Use “Suitable for purposes intended, kicks off warranty, insurance close, and contract close are examples of ___ ?
Substantial Completion Requirements
The contractor or subcontractor has to request a ___ which the payment certifier has to agree or refuse “it” within ___ days.
Certificate of Completion Issuance
10
What happens after 7 days of issuance of a certificate of completion?
The payment certifier delivers a copy of the Certificate and post a Notice of Certificate of Completion
What are the CM and Payment Certifier tasks after the Issuance of the Certificate of Completion?
CM - File lien within 45 days
Payment Certifier - Release Holdback
within 55 days
What are the steps/timelines within the Builder Lien Act from the Payment Certifier’s perspective?
Receive a request for the Certificate
of Completion (by the Head
Contractor or Subs)
Respond to certificate of completion
issuance request within 10 days
On Day 1 of the Certificate of
Completion Issuance, 45-day lien
period begins
Provide a copy of the certificate of
completion and post a Notice of
Certificate of Completion within 7
days of the issuance
Release Holdback within 55 days
which starts on Day 1 of the
issuance
What are the steps/timelines within the Builder Lien Act from the Contractor’s or Subs’ perspective?
Request for Issuance of Certificate of
Completion
On Day 1 of the Certificate of
Completion Issuance (start of
45-day lien period), issue a
preliminary Holdback release
invoice.
Receive the 10% holdback within 55
days
Rank the Substantial Performance of the Work Timeline from start (top) to finish (bottom):
a.) Contractor submits application for SPOTW to the Consultant
b.) Certificate issued for Substantial Performance of Work
c.) Contractor Inspection (best practice)
d.) 20 calendar days for Consultant to respond to the Application (CCDC 2)
c, a, d, b
Rank Ready for Takeover Timeline from start (top) to finish (bottom):
a.) Set a date for finishing the Work
b.) Contractor submits an application
list of items to be completed or
corrected for Ready-For-Takeover
to the Consultant.
c.) Consultant gives reasons why the
Work is not Ready-For-Takeover,
OR Consultant confirms Ready-For
Takeover.
d.) Contractor Inspection (best
practice)
e.) 10 calendar days for the
Consultant to respond to the
application
d, b, e, c, a
What is “the systematic process for achieving, verifying and documenting that the facility and its systems, subsystems, and equipment are planned, designed, installed and tested and are capable of being operated and maintained according to an Owner’s Project Requirements (OPR) document?
Commissioning
We need commissioning because the project delivery system typically does not provide a responsible party for verifying systems operate per design intent. True or False?
True
Mechanical systems can operate per design intent without commissioning. True or False?
False
When does commissioning happen?
From Planning stage to Close-out stage
What is BOD in Construction?
Basis of Design
GC, Designers, CA (owner/3rd party), and owner facilities represents:
The Cx Team
Responsibilities, Scope of Work, Testing Protocols, Preliminary Schedule, and
Deliverables represent?
The Cx Plan
Installation Verification, Operational Performance Testing, Integrated System Testing, and Training represent?
The Cx Specifications
Verify equipment and system installation meetings design intent and technical requirements (ie. HVAC as per drawings/specs) represent?
Installation Verification
We need to verify integrated systems operate properly per design intent under all modes of operation represent for Functional Performance Testing but not the Operational Performance Testing. True or False?
False
Chilled water/chillers, cooling/tower water, boilers/plant steam, condensate return system, compressed/instrument air; AHU’s, FCU’s, VAV’s, Domestic Hot Delivery, Stairwell Pressurization, Sanitary pump systems, Clean Steam, Paralleling Switchgear, Generators, ATU’s, Power Distribution Units (PDU’s), Security Systems, Emergency Load Shedding, Domestic Water Booster, Smoke Evacuation and Control are examples of?
A systems
Fire Alarm Testing (AHJ), Fire Pumps and Sprinkler (AHJ), Elevators (AHJ), Food Service (Vendor), Plumbing Fixtures (QC), Lightning Protection (Vendor), Cable Insulation (Sub), Grounding (Sub), Generators/ATU’s, Medical Systems (vendor), Lighting Control (Vendor) are examples of?
B systems
What needs to be commissioned?
A system
B system
Establish Cx Team, Review Owner Requirements, Cx Scope and Budget, Develop Cx Plan Draft, Review BOD, DD, CD Design Reviews to meet BOD, Cx Specifications noting responsibilities are examples of?
Commissioning in Planning stage
Submittal Reviews
Cx Coordination Kick off Mtg
Regular Construction Mtgs
Pre-functional & Functional Observations and Testing
Cx Issue Log
Training Schedule
Commissioning Report
are example of?
Commissioning at Work Progress + Monitoring & Control stage
What is a gate between planning and work progress (a.k.a. the Project Execution Plan) that is developed before work progress?
Project Management Plan
11 month warranty review and interviews
Alternate season testing
Warrantee period Cx Report
Recommissioning Plan
are examples of?
Commissioning at Close-out stage
Why does PMP matter?
Project Management Plan acts as a project bible which guides you throughout the project.
A lot of projects fail because they don’t have PMP. True or False?
True
Scope of Work Statement
Schedule, Logistics & Safety
Budget & Cost
Staffing
Procurement Management Plan
Quality Management Plan
Risk Management Plan
Stakeholder Management Plan
Communication Plan
are included in the?
PMP
Which section is possibly the most important part of the PMP that:
- Clearly defines project scope in terms of goals, objectives and constraints
- is based on SMART goal setting (Specific, Measurable, Actionable, Realistic, Time-bound)
- Defines intangible items (ie. The
aspirational and emotional objectives)
- Creates the foundation for the
contractual agreement
- Creates the foundation for the
the remainder of the plans
Scope of Work Statement
What is the schedule that the proposal or estimate was based of?
Baseline Schedule
What is a breakdown of deliverables into work packages (decomposition)?
Work Breakdown Structure (WBS)
What contains the:
Work Breakdown Structure (WBS)
Critical project milestones & key
contract dates, quality deliverables
etc.
Main activities with durations
including preconstruction and
procurement activities
The flow of activities from start to
finish showing the relationship
(link) between activities
The critical path
Schedule & Logistics
What is a visual representation of the project showing the site layout, material flow, manpower flow, delivery locations, waste locations, site office, temporary facilities, public interfaces, and any restrictions which may be a 2-D plan or a 3-D plan and connects to the GR/GC study?
Logistics Plan
Training, team changes, reveals complexities, may reveal knowledge gaps or staffing gaps, and ensures the team is aware of notice requirements for delays are the reasons why what kind of process matter?
Schedule Management Process
What is the budget that was accepted by the owner at the end of the planning phase including any accepted value engineering items?
Baseline Budget
___ may include items such as fees, mark-ups, reimbursement on staff rates, tool rentals, or projected savings and is largely dependent on the contract signed.
Profit Plan
What is GMP?
Guaranteed Maximum Price which means that a $2 million project cost $2 million.
What is often a separate meeting with a different group of people but sometimes lumped into the Cost Management Plan process?
Billings and Accounting
This your company will care about as they are trying to forecast their profits – they can only claim profit once the work is in place (meaning it has been completed and billed for). Having a reasonable start point in the PMP allows for simple tweaks over the course of the project. What is this?
WIP forecast
What plan discusses why wages are often hidden and:
Include all people from the
organizational chart
Indicate the timeframe each person is
allocated to the project and location
of allocation*
Indicate % of a person’s time
allocated to the project
Indicate if staff are reimbursable or
not + rates if applicable*
Staff Plan
Often this section isn’t needed as it
is clear from corporate policies what
the roles and responsibilities are.
If not defined in the corporate policy
they should be indicated in the PMP
If there are any different expectations
in roles and responsibilities for this
particular project & contract they
should be indicated here
Staffing Roles and Responsibilities
Indicate all members of the team in a
hierarchy and indicate position. You
will likely have the actual name of
the individual at this stage.
Indicate relationships including
reporting, indirectly reporting and
communication
If someone has multiple roles, this
should be indicated
These are the tasks in ___ ?
Staffing Organizational Chart
In a staff plan, make sure to include the core team without the staff. True or False?
False, include the staff not just the core team
What needs to looked at before the drawings in submittal schedule?
Specifications
In procurement, it is important to ____the project as close to securing the project from the client to avoid any ____.
Buy out
Cost increases
What happens if you wait too long to buy out?
Prices will expire.
The contract execution can take some time as there are often a number of clarifications required or additional documentation required. True or False?
True
What is PMBOK?
Project Management Body of Knowledge
What is the formal or informal process of defining what the quality requirements or standards are that must be met and how to achieve them?
Project Specific Quality Management Plan (QMP)
Project quality management is the same as organizational quality management. True or False?
False
What contains:
Risk Identification: Introduction to
risk and risk categories
Risk Analysis: probability and impact
of risk and risk exposure
Risk Response Strategy: Approaches
to managing risk
Risk Monitoring and Control: Risk
Registers, Planning, and the
lifecycles?
Project Specific Risk Management Plan
Teams, Procore, email, phonecall, OneNote and Slack are examples of ____ ?
Communication (work-together-as-a-team) applications
What do we schedule for regular communications?
Weekly Meetings with Owner, Architect,
and Consultants
Trade Meetings
Monthly Internal review meetings
Contact Information isn’t always needed in PMP but is useful to include for new members if used as a project manual without the information located elsewhere. True or False?
True
What is a useful tool to define a scope of work statement?
Goals, Objectives, and Constraints method
A scope of work often includes project purpose (goal and objectives), constraints, scope included and not included, deliverables and metrics. True or False?
True
What is the acronym of SMART goals?
Specific
Measurable
Achievable
Relevant
Time-bound
What should you consider when asking, “What must it do”?
Goal
What should you consider when asking, “What should it do”?
Objective
What should you consider when asking, “What parameters limit/restrict it”?
Constraints
What is the degree to which a set of inherent characteristics fulfills requirements and is connected to internal value (cost, and schedule), and customer satisfaction where plan-do-check-adjust is critical?
Quality
Trust, reputation, repeat work, referrals, relationships, etc. are acquired through ___ regarding quality of work.
Customer satisfaction (external value)
Plans and specs are clear-cut which is black and white in theory. True or False?
False, plans and specs still have ambiguity and the GC is often encumbered contractually by them.
Meeting plans and specs means that customer needs are met. True or False?
False, these may still not meet the customer’s needs.
People’s judgement and their memory of quality get distorted by time. True or False?
True
What incorporates a stronger focus on stakeholders and the wider context of organizations which builds on 7 quality management principles?
ISO 9001:2015
What are the 7 quality management principles?
Customer Focus
Leadership
Engagement of People
Process Approach
Improvement
Evidence-based decision making
Relationship Management
ISO 9001:2015 is used to produce ___?
Quality plans
Procedures
Work methods
What quality management principle retains the confidence of customers?
Customer Focus
What quality management principle unifies direction so everyone knows what you are trying to achieve?
Leadership
What quality management principle is easier to achieve if people are involved?
Engagement of People
What quality management principle is about understanding activities as processes that link together and function as a system which is predictable with consistent results and improved efficiency?
Process Approach
What quality management principle is about adapting to evolving conditions?
Improvement
What quality management principle is about making decisions based on analysis and evaluation of data?
Evidence-based decision Making
What quality management principle plans to manage relationships as we don’t function in a vacuum?
Relationship Management
What does poor quality mean?
Poor planning
Quality should not be a competing project requirement, an after-thought or just added paperwork. True or False?
True
Direct material costs of rework
Direct labour costs of rework
Direct cost of rework
Direct cost of schedule delay
Indirect costs of productivity, flow disruption, team morale, sickness, reputation
are examples of?
Cost of Quality (COQ)
Why is quality planned at the project start?
Supports cost predictability
Provides internal value (cost savings and
schedule)
Expensive to rectify poor quality
Morale has no impact on project success and elimination of rework (all efforts directed towards progress). True or False?
False, morale is a key element regarding quality.
What does the Quality Management Process include?
Quality Management
Quality Assurance
Quality Control
What is the formal or informal process of defining what the quality requirements or standards are that must be met and how to achieve them?
Quality management
Project quality management is the same as organizational quality management. True or False?
False, they are not the same.
What is the process of ensuring that the project requirements are met and documenting conformance through a quality assessment?
Quality Assurance
What is the process of monitoring (checking) and recording the results of executing the quality activities to assess performance and recommend changes?
Quality Control
In the event of a P3, the Owner is Project Co. but Quality Management Plan is not developed by the Project Co.?
False, Quality Management Plan is developed by the owner.
Who is responsible for quality?
All the groups:
Initiation group
Planning group
Work group
Check group
Close-out group
When do the Quality Management Processes happen:
1.) Quality Management?
2.) Quality Assurance?
3.) Quality Control
1.) QM (Initiation to Close-out)
2.) QA (Planning to Close-out)
3.) QC (Middle of Planning to Close-out)
A Project Quality Manager should have a direct line to the Project Director. True or False?
True
Clear accountability and the ability to stop work are required regarding quality management. True or False?
True
Rank the “Quality Management Expectations by Industry” from the increased quality requirements to decreased quality requirements.
a.) Manufacturing
b.) Government
c.) Pharmaceuticals
d.) Residential
e.) Commercial
d, e, a, c, b
- Client’s Quality Expectations
& Requirements - Quality Management Personnel
- Quality Communications Plan
- Prequalification Process for Bidders
- Plan for QA Monitoring
- Quality Control Procedures
- Identify Nonconformance Procedures
are examples of?
Project Quality Management Plan
Contract Documents, Regulations, Standards, and Guidelines, Benchmarks, and Testing Requirements are examples of ___ which defines expectations and quality metrics.
Client’s Quality Management Requirements
___ describes who is involved in the Organizational Chart.
Quality Management Personnel
Describes how the quality issues will be communicated (Escalation pathways, information pathways, reports, meetings).
Quality Communication Plan
Includes health and safety, financial stability, history of claims, familiarity and experience with projects of this scope and size.
Prequalification Process for Bidders
What plan includes both owner Quality Assurance and contractor Quality Assurance and criteria?
Plan for Quality Assurance Monitoring
____ describes what is required for testing, when, and by whom, how this is communicated and reviewed, what happens with deviations, and how to manage subjective quality standards.
Quality Control Procedures
____ describes what corrective action to take when defects arise, how these are reported, and how the records are kept.
Identify Nonconformance Procedures
What contain Contract, Plans, Specifications or Statement of Requirements.
Contract Documents
What contain Building Code, ASHRAE, ISO Standards, AWMAC etc.
Regulations, Standards and Guidelines
What is the quality control measurement process and tolerance requirements (often defined in specifications) ie. Concrete strength requirements.
Testing Requirements
___ - is when work in place complies with defined project requirements.
Conformance
___ - is work that is not yet completed at the time of inspection but that is neither a material deviation from the plans and specifications.
Incomplete Work
___ - is when there is a material deviation from the plans or specifications that can not be brought into accordance with currently established procedures.
Non-conformance
What is the documentation outlining the non-conformance and the plan for managing it?
Non-conformance Report (NCR)
What is any material deviation from the plans or specifications will constitute a defect, no matter how well the work was performed, even if it works properly?
Deficiency or Defect
Peer review, BIM Model/Clash, Process Analysis, Meetings, Quality Audits, Shop Drawing Review, Mock-up Reviews, Samples, and Inspections are examples of?
Quality Assurance Tools
What allows us to understand why the problem happened (the bottom of the iceberg) to avoid repeating the problem (defect) in future projects, future phases and future work?
Root Cause Analysis
What is a technique from the Lean methods of construction to solve for the root cause of a problem?
The 5 Whys
What is a cause and effect diagram to understand the root cause by understanding contributing factors to failure you can develop actions to sustain correction?
Fish Bone Diagram
What is more structured than the “5 whys” but often used together with it?
Visual brainstorming tool
What are the steps of the fish bone diagram?
Agree on problem statement (clear and
specific, not defined in terms of a
solution)
Major categories (i.e., equipment or supply,
environmental factors,
rules/policy/people)
Brainstorm all possible causes (why does
this happen) can be in several categories
Sub-cause can branch off cause
Voting technique to identify top 3 root
causes that could potentially be
addressed
Quality Control is used during executing and close-out phases to demonstrate acceptance criteria have been met. True or False?
True
Statistical Sampling, Testing, Inspections, and Close-out Punchlist are examples of?
Quality Control Tools & Techniques
What is the Deficiency Procedure
Deficiency Identified
Logged (description, location)
Sent to responsible party for correction
Responsible party corrects deficiency
Notify of correction to party who identified
deficiency
Review and/or reinspection
Close deficiency
What are the steps of Plan-do-check-adjust method?
Plan the system
Plan the procurement
Plan the Work
Clarify the standard
Check the Process
Check the Work
Correct and Adjust
Document Control Flowchart is under which PDCA method?
Plan the system
Submittal and shop drawing reviews are under which PDCA method?
Plan the Work
Inspection Checklist Forms are under which PDCA method?
Check the Work
Deficiency, NCR, and PIP Procedures are under which PDCA method?
Correct and Adjust
Installation Verification and Operational Performance Testing are under?
Pre-functional
Operational Performance Testing and Functional Performance Testing are under?
Functional
