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NCIDQ IDPX > Project Coordination Procedures and Roles - Part I > Flashcards

Project Coordination Procedures and Roles - Part I Flashcards

1
Q

An owner must play the most important role during the _______ period.

A

pre-bid

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2
Q

At a pre-bid conference, the designer, owner, architect, consultants, and bidders will gather together, so that the ____________________________.

A

bidders can ask questions, and the designer and owner can emphasize the important features of the project.

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3
Q

The owner retains the right to reject any and all bids, specifically any ____________ bids, or bids _____________________________.

A

incomplete,
which are not accompanied by the required bid bond or other documentation

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4
Q

In situations where ___________________ and the owner-designer agreement ___________________, the owner can do four things: re-bid; authorize an increase in the construction cost; revise the scope of the project to reduce the cost, or abandon the project.

A

all of the bids exceed the project budget; limits construction costs

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5
Q

There are a few different ways to set an _______ budget.

A

initial

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6
Q

One way is for the client to _____________________ and provide this information to the designer.

A

estimate the amount of money available

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7
Q

This estimation method may require some back-and-forth negotiation between designer and client; for instance, ______________________.

A

if the client has unrealistic expectations regarding the cost of the desired work

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8
Q

In some other cases, a budget will be set by _______ funding or ___________. This is typical of ___________ projects.

A

public,
legislation
municipal

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9
Q

Describe the final scenario to set an initial budget.

A

The client describes the scope of the work, and asks the designer to anticipate the budget.

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10
Q

List eight factors that influence, the overall cost of an interior design project.

A

Construction costs
Furniture, fixtures, and equipment
Contractors overhead and profit
Professional fees
Taxes
Moving costs
Telephone and data installation
Contingencies

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11
Q

Construction costs

A

All the money required to build or remodel the interior; including demolition, partitions, ceilings, millwork finishes, plumbing, electrical and mechanical work.

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12
Q

What comprises a large portion of the overall budget?

A

Furniture, fixtures and equipment

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13
Q

List the breakdown of a Contractors overhead and the percentage of profit a contractor is likely to make.

A

Overhead be divided into:

  1. General overhead - cost of running a contracting business
  2. Project overhead - cost of completing a specific job, not including labor, materials or equipment
  3. Total overhead - between 10 and 20% of the total cost for labor, materials, or equipment

The contractor is likely to make from 5 to 15% profit on an interior construction project.

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14
Q

Professional fees

A

All of the money that must be paid to inspectors, appraisers, and other specialists.

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15
Q

The applicable level of ______ may change, depending on the location of the project.

A

taxes

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16
Q

Moving costs: depending on the distances involved, these can be ____________; an interior designer may need to consult with _______________.

A

quite high;
moving specialist

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17
Q

Telephone and data system installation: the ________ costs of the services can be obtained from the ____________________.

A

precise,
relevant service providers

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18
Q

There will always be unforeseen change, requests by the client, designer or contractors, or other unforeseen conditions, which add to the total cost of the job. What is this called?

A

Contingencies

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19
Q

Contingencies are usually calculated as between ____ and ____% of the ______ budget

A

5%
10%
total

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20
Q

What are the three methods the interior designers usually use to estimate cost?

A

By square footage
By parameter
By detailed quantity takeoffs

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21
Q

By square footage: this is usually the first cost estimate performed. When is this cost estimate typically done?

Calculated by ___________ the _________________ of the project by the ________________.

A

before the design work has started

multiplying
anticipated square footage
cost per square foot

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22
Q

By ___________: Requires a full scale (climb) at a position of construction ___________ and _____________ and an assignment of unit cost to these quantities;

A

parameter;
quantities and furnishings;

This type of budget can be refined as the work progresses; with this method, designers and clients can incorporate budget considerations into the ongoing decision-making process.

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23
Q

By detail quantity take offs: the most precise method of cost calculation developed by ____________________, and ___________ these quantities by ____________;

A

counting precise quantities of materials and furnishings;

multiplying;
quoted cost

This method of cost calculation cannot be performed until late in the design and construction document phase.

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24
Q

After an interior designer has selected the appropriate _______ _______ for a project, he or she needs to ______________________.

A

design details;
work in consultation with the clients to develop and design a plan that stays within the budget while meeting the aesthetic needs and desires of the client

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25
Q

This process centers around the process of _________, that is determining exactly how the various proposed __________ in a design scheme will look together.

A

detailing;
elements

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26
Q

In order to succeed in this process, a designer needs to consider whether each element in the design scheme is _____________, ____________ _______, and _____________ appropriate.

A

functional, structurally sound, and aesthetically

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27
Q

Once these criteria have been met, the designer will need to determine whether each design element fits within ________________.

A

the project budget

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28
Q

Programming process begins by __________ the __________.

A

defining the problem

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29
Q

The designer then develops a specific _____________________ and ___________ of the client.

A

definition of the goals and objectives

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30
Q

What might the preliminary period (programming) may involve

A

analysis of the existing structure;
aesthetic and space considerations for the project;
adjacency requirements;
code restrictions;
scheduling limitations;
budget demands;

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31
Q

During the programming process, all the information required to perform a project is ________ and subjected to ____________________.

A

collected
a rigorous analysis

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32
Q

An interior designer will need to cooperate with the ________ and possibly with ____________ during this period.

A

owner
consultants

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33
Q

Many interior designers, examine _______________________ to generate ideas and discover limitations.

A

records of past projects

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34
Q

During the programming process, a designer will be concerned, mainly with ______, _________, ___________, and ______.

A

form, function, economy, and time

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35
Q

________ is the consideration of the existing conditions, both _________, and _____________, in the building; as well as the potential quality of construction.

A

Form
physical and psychological

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36
Q

Function is the consideration of the ________ and __________ to be housed within the space.

A

people and activities

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37
Q

Economy is the consideration of available ________.

A

money

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38
Q

A designer will need to understand what the owner can ________ and what ________ ___________ will be possible.

A

afford and what payment schedule

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39
Q

Time is the consideration of the duration __________ for _______ ______.

A

available for design work

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40
Q

An interior designer begins a project by executing the basic _____________ protocol.

A

programming

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41
Q

What are the five steps in the program in process?

A

Establish goals
Collect facts
Uncover concepts
Determine needs
State the problem

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42
Q

What requirements/facts are collected during programming?

A

number of people
space adjacencies
user characteristics
equipment to be housed
expected growth rate
budget and building codes

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43
Q

During the programming process, the designer is trying to develop abstract ideas that provide solutions to the problems of the client without necessarily ________________________.

A

defining the physical means that will be required to solve these problems

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44
Q

During the phase of programming in which the designer is determining the needs of the client, the designer should take care to balance the _______________ with the ___________ __________.

A

desires of the client with the available budget.

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45
Q

If the budget is not already established, the designer should _________________ on the basis of the defined ______ or _______.

A

develop it with the client
goals or needs

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46
Q

It may be necessary to ___________ the goals of the client.

A

prioritize

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47
Q

A program format is a statement of goals and objectives: for instance, __________________________.

A

the number of people who will be in a space, the activities that will be performed in a space, etc.

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48
Q

A program format may include specific _______ of spaces and their requisite (a thing that is necessary) _______ ___________.

A

tallies
square footage

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49
Q

Note that the program format does not indicate whether it will be possible to meet the __________________.

A

desires of the client

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50
Q

Indeed, the next phase of the programming process requires the designer to list _________________ to satisfactory completion of the project. In order for this phase to be effective, the client must be _______ ________ with the designer.

A

all of the potential obstacles

totally honest

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51
Q

A programmatic concept is a performance requisite that a designer must satisfy in order to ____________________.

A

solve a problem of design

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52
Q

Programmatic concepts should suggest the __________ means of achieving their goals of the project.

A

physical

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53
Q

A design concept, meanwhile, is the _________ _________ used to accomplish the programmatic concept.

A

particular strategy

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54
Q

Stop here to review the deck of programmatic concepts.

A
55
Q

What information does a designer need to have in order to effectively program?

A

client objectives; user requirements; activity requirements; furnishings and equipment, adjacencies; space requirements; allotted time; and budget.

56
Q

There are a few ways to acquire this information. During the programming process, designers will engage in a bit of _____________ _____________ in order to determine the appropriate characteristics of the proposed space.

A

behavior observation

57
Q

However, behavior observation is not a fool proof method of _________ ___________.

A

gathering information

58
Q

For one thing, behavioral observation is unable to attribute _______ for the behavior that is observed.

A

causes

59
Q

Finally, behavioral observation is difficult to ______________; that is, the behavior exhibited during a particular period of time may not be _______________.

A

extrapolate
representative

60
Q

What are the four primary methods of obtaining information that designers will use during the programming process?

A

Client interviews
Questionnaires
Observation
Field surveys

61
Q

Client interviews: an opportunity for the designer to deliver structured and specific ___________, to clarify ambiguous areas, and to explore the _______ and areas of the client.

A

questions
needs

62
Q

Questionnaires: A written form consisting of a ____ of _______ questions.

A

list of standard

63
Q

______________: A reliable method of gathering information, though ___________ taken during a very brief period should not be extrapolated too broadly; best used in combination with interviews and questionnaires.

A

Observation
observations

64
Q

Field surveys: Performed to determine the _____ and ___________ of the building, the existence of built-in structures, the location of non-bearing walls, the locations and sizes of doors, windows and outlets, as well as the current _________ and __________ _________.

A

size
arrangement
plumbing
lighting fixtures

65
Q

Field surveys can also be performed to determine ________ conditions, potential ______ problems, and any hazardous materials present in the building or space.

A

ceiling
noise

66
Q

During the programming process, an interior designer will often have to re-search the design requirements for the __________ and ____________ proposed for development in a space.

A

structures
furnishings

67
Q

Product information can be obtained from a number of different sources, but designers typically look for it in _________________________________.

A

product, catalogs, manufacturers website, trade association publications, documents produced by the representatives of the manufacturer, and in the Sweets catalog

68
Q

During the early phases of ____________, a designer is likely to spend a great deal of time perusing catalogs and browsing showrooms.

A

programming

69
Q

Once he or she has a more refined idea of what will be required for the project, ____________, _____________, and ______________ will be able to provide a more detailed description of products.

A

manufacturers, representatives, and consultants

70
Q

One of the most important tasks an interior designer has to perform during the programming process is the prediction of how much ___________________.

A

space will be required

71
Q

When making this assessment, the two most important pieces of data are the required _____ and the ___________ in the structure.

A

area
adjacencies

72
Q

There are a few different ways to calculate the required area in a structure. One is to multiply the area for one person by the total number of __________________.

A

people in the area

73
Q

This assumes that every person will need ___________________________.

A

roughly the same amount of space

74
Q

When this method is inappropriate, the amount of space can be determined by the amount of ____________ that will fill the space or by the ___________________________.

A

equipment
activity that will be performed in the space

75
Q

A tennis court for instance, requires a great deal more _______ for two people than it does a set of office cubicles.

A

space

76
Q

Stop here to review the terms that are used to describe the space considerations in a proposed project.

A
77
Q

A programming report will need to include the following information.

A

Title page;
introduction;
executive summary;
explanation of report, goals and objectives;
summary of space needs;
space adjacency requirements;
code requirements;
analysis of existing space;
budget and schedule requirements; program and concepts;
and appendices.

78
Q

The summary of space needs will include existing staff and staff ___________; ___________ analysis; equipment needs; and tabulation of space needs with _______________.

A

projections;
workflow
circulation

79
Q

What kind of diagrams and matrices will the space adjacency section include?

A

adjacency matrices, bubble diagrams, and for multi-story projects, stacking diagrams

80
Q

The analysis of existing space will include architectural space configurations and __________, ____________, __________, and _______ requirements.

A

structural, mechanical, electrical and safety

81
Q

The ____________ often include detailed space needs tabulation, inventory of existing furniture, and information about any other surveys.

A

appendices

82
Q

Interior designers present their ______________ reports in a number of ways, depending on their own preferences, the preferences of the client and the prevailing circumstances.

A

programming

83
Q

In general, programming reports are presented in ________ ______ during a personal meeting, by ____________ or ________________.

A

written form
teleconference
over the Internet

84
Q

When dealing with a small scale project, or with a client who is relatively new to the experience of working with an interior designer, it is recommended to deliver the programming report ______________, so that the client ________________________.

A

in person;
will have a chance to look over it in the presence of the author, and ask any questions that immediately come to mind

85
Q

On the other hand, a more experienced or large scale client, such as a huge real estate developer, may not feel the need to ________________________.

A

sit through a programming report presentation from a designer with whom the client works frequently

86
Q

During the programming process, the interior designer needs to provide a clear illustration of the _______ ____________ he or she envisions.

A

space relationships

87
Q

The three most common diagrams used for this purpose are ____________________________.

A

the adjacency matrix,
the bubble diagram,
and the stacking diagram.

88
Q

Whichever of these graphical representation is used the important principle is that _____________________________.

A

the client gains a sense of how the various rooms and separated spaces will connect to one another.

89
Q

Furthermore, the interior designer needs to indicate where __________ will be housed, and where _____________________ will be located.

A

equipment,
the inner workings of the building

90
Q

An interior designer has to function as a de facto (whether by right or not) project ________ during the ____________ phase of a design project.

A

manager,
construction

91
Q

A project manager is charged with coordinating the __________________, from its __________ to _______________________.

A

entire process of a given job,
initiation,
the final move-in and post-occupancy evaluations

92
Q

Project management involves ____________; ____________; _____________ and _____________; documenting and executing a project.

A

planning
monitoring
coordinating and directing

93
Q

Project management will take up the majority of the designers time after ______________________, and _______________________.

A

design elements have been selected
contracts have been drawn up and approved

94
Q

In order to function effectively as a project manager, an interior designer needs to cultivate good relationships with ____________, ___________, and ______________________.

A

contractors, vendors, and construction employees

95
Q

Two of the most important components of project management are __________ and _____________ the project.

A

planning and monitoring

96
Q

Planning essentially means setting requirements in three main areas. What are they?

A

Time, budget, and quality

97
Q

_______ planning is the process of scheduling the work that will be required and making sure there is enough _________ and ____________ to complete the work.

A

Time
money and manpower

98
Q

Fee projection is the process of taking the entire fee the designer will receive, and allocating it to the ________ and ______ members who will work on the project, deducting the amounts for _________, __________, and any other necessary expenses.

A

schedule and staff
profit
overhead

99
Q

Quality planning is the process of determining, in consultation with the clients, the expectations involving ________, _______, and any other pertinent aspects of the project.

A

design
cost

100
Q

Monitoring is the ongoing process of keeping track of job progress to make sure it is on track with respect to _______, ________, and __________.

A

time, cost and quality

101
Q

An interior designer has to function as a construction project manager during the course of a project. The project manager will coordinate the activities of the _______________________________.

A

design firm, consultants, client, building code officials, and firm management.

102
Q

The _________ _________ may be responsible for directing the activities of these people ______(when?)_______, in order to maintain progress on the job.

A

project manager,
on a daily basis

103
Q

It is important that a project manager maintain ________________________, both in case of ______ _________, and to provide ______________________.

A

comprehensive records of everything that is done on a project,
legal trouble,
a record for use on future jobs

104
Q

As for execution, this is simply helping in any way possible to make sure that the project moves on _________ and _________ towards completion.

A

steadily and inexorably (in a way that was impossible to prevent)

105
Q

While construction is going on, an interior designer needs to keep tabs on the _________ and the ________ of the construction.

A

progress,
quality

106
Q

The interior designer may be required to act as a liaison between the __________ and the ________, specifically ____________________________.

A

contractor,
owner,
warning the owner about any problems in construction

107
Q

At all times, the interior designer is to use the _________ ___________ as his or her standard for observations.

A

contract documents

108
Q

When the work of a contractor is found to be inadequate, the interior designer is required to ___________________________.

A

notify the owner immediately

109
Q

An interior designer should be capable of composing _________________________ to back up his or her claims.

A

accurate and detailed field reports

110
Q

Interior designers need to know how to handle submittals during the construction phase of a project. Submittals are composed of _______ ____________, ___________, and __________ ______.

A

Shop drawings, samples and product data

111
Q

Submittals are not considered to be _________ ______________.

A

contract documents

112
Q

Submittals are prepared by _______________ and ________ ____________, who then send them on to the _________ ___________ to be reviewed and approved.

A

subcontractors,
material suppliers
general contractor

113
Q

The review process includes verification of ______ ____________ in coordination with materials and construction criteria.

A

field measurements

114
Q

After the general contractor has approved submittals they are sent on to the __________.

A

designer

115
Q

The designer will review submittals only for the limited purpose of _______________________.

A

making sure they conform with contract documents

116
Q

In other words, the designer is not responsible for the _____________________, ____________, and for ____________________________.

A

accuracy of measurements, quantities, and for making sure installation and fabrication are accomplished effectively

117
Q

Some designers will forward ____________ to the appropriate _____________ to be reviewed.

A

submittals,
consultants

118
Q

The designer may ask for ______________ or _________________ to the submittals before they are executed.

A

corrections or changes to be made

119
Q

Interior designers need to know how to handle _______ that are made during the construction phase of a design project.

A

claims

120
Q

The two most common varieties of construction claims are claims for additional ______ and claims for ___________ or _________ conditions.

A

time
concealed or unknown

121
Q

Claims are first sent to the ________ __________, who will make a recommendation and refer the matter to the __________.

A

interior designer
owner

122
Q

Occasionally, a contractor or owner will make a _______, which is a demand for ________ or extra ______, or any other modification to the original terms of the contract.

A

claim,
money,
time

123
Q

An interior designer can ______ _______ that does not meet the standards set forth in the contract documents.

A

reject work

124
Q

On occasion, an interior designer may need to assist the owner during a process of ___________ or _____________.

A

mediation,
arbitration

125
Q

These techniques are necessary when a ________ cannot be resolved by the _________ __________.

A

claim
interior designer

126
Q

In the process of ___________, a neutral third-party helps develop a non-binding agreement between the disputants.

A

mediation

127
Q

In the process of ___________, a neutral third-party renders a binding decision after hearing both arguments.

A

arbitration

128
Q

In other words, the disputing parties are not required to except the verdict of a _________, but are required to abide by the verdict of an __________.

A

mediator,
arbitrator

129
Q

What are the factors that an interior designer is not responsible for during the administration of a contract?
(In other words, what are others responsible for?)

A

Safety on the job site;
Means, methods or techniques of construction;
Creation, shipment, and installation of construction elements, or furnishings;
Acts or omissions of contractors, subcontractors, or suppliers; terminating work when problems arise, and receipt, inspection, and acceptance of furniture, or fixtures;

130
Q

Interior designers may be required at times to complete the written order, known as a ____________ _________ __________, which requests that the contractor make a change before modifications are made to the contract terms related to cost and/or time.

A

construction change directive

131
Q

During the construction phase of the design project, an interior designer is responsible for some aspects of ________ _____________.

A

field administration

132
Q

Field administration refers essentially to the responsibility of the designer to __________________________ regularly to ensure that _________________ is in accordance with the contract documents.

A

visit the project site,
the work being done

133
Q

The designer is responsible for keeping the owner ____________ of the ___________ and __________ of the work through his or her field reports.

A

informed
progress
quality

134
Q

The designer is expected to be an ___________ ________, so that he or she can provide objective judgments on claims with disputes between the contractor and the owner.

A

impartial judge

NCIDQ IDPX (42 decks)

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