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Project Management (PjM) Flashcards

1
Q

What is Adaptive Problem Solving?

A

Finding solutions in a timely and effective manor within the confines of the problem’s boundaries.

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2
Q

What is Innovative Problem Solving?

A

Finding solutions in an unconventional manor that often bends the rules of the problem’s context.

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3
Q

What is a Bridger (problem solving)?

A

Someone who can problem solve unconventionally but with discipline (adaptive + innovative).

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4
Q

Schedule of Meetings

A

Template of when to hold various meeting types: coordination, design, client review, etc.

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5
Q

Narrative Report

A

Descriptive report of decisions made in meeting(s) - typically client meetings. Can resemble a history of the project later on down the road.

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6
Q

Action Item Report

A

Tracking document with dates associated with tasks. Items are not removed until addressed. Items should be indexed and specifically assigned.

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7
Q

Design-Bid-Build

A

Owner+Architect working with a Contractor
Owner & Architect are key players until bid phase.

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8
Q

CM-at-Risk

A

Owner+Architect+Construction Manager
CM advises on means & methods during design.

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9
Q

Design-Build

A

Owner+Architect+Contractor
Well-defined project from the start. All parties work together from the beginning.

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10
Q

Integrated Project Delivery

A

Owner-Architect-Contractor Combo.
Risk/reward sharing structure that produces effective & efficient design.

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11
Q

Client’s Consultants

A
  • Geotechnical
  • Civil Engineer
  • Hazardous Material Expert
  • Landscape Architect (sometimes)
  • Survey
  • Traffic
  • Legal & permitting
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12
Q

Architect’s Consultants

A
  • Structural
  • Mechanical
  • Electrical
  • Plumbing
  • Code
  • Sustainability
  • Cost Esitmators
  • AV Engineers
  • Lighting Designers
  • Acoustic Designers
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13
Q

Pyramid-Style Firm Management

A

Principals act as project managers. Limited growth available because knowledge is not shared down to other levels.

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14
Q

Matrix-Style Firm Management

A

Project management is passed down to project architects and designers so that principals can focus on networking, acquiring work, and setting new directions for the firm.

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15
Q

Components of a Work Plan (9)

A
  1. Project description and client requirements
  2. Statement of Deliverables
  3. Team Organization
  4. Responsibility Matrix
  5. Preliminary Project Schedule
  6. Preliminary Staffing Needs
  7. Project Directory
  8. Internal Project Budget and Profit Plan
  9. Code Information
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16
Q

Project Description (Work Plan)

A

Description, scope, client budget, and client authorizations

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17
Q

Summary of Deliverables (Work Plan)

A

The types of deliverables (as well as quantities) that are anticipated to document the project.

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18
Q

Team Organization (Work Plan)

A

Team chart that defines what type of staff and hierarchy is needed to complete the project.

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19
Q

Project Coordination Matrix (Work Plan)

A

A list of who (internally and on consultant team) will do what and the types of coordination that the project calls for.

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20
Q

Preliminary Schedule (Work Plan)

A

Rough schedule of milestones needed based on the owner’s desired completion date.

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21
Q

Preliminary Staffing Needs (Work Plan)

A

A deep dive into a team organization matrix. Staffing/availability is weighed against the preliminary schedule to make sure firm can actually deliver.

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22
Q

Project Directory (Work Plan)

A

List of project entities and main points of contact.

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23
Q

Project Budget & Profit Plan (Work Plan)

A

Apportioning fee and profit to various phases of the project. AKA “Job Cost Budget”

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24
Q

Regulatory Requirements (Work Plan)

A

Outline of what governing codes will be referenced throughout the life of the project. Best practice is to follow the most stringent code available for the jurisdiction.

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25
Q

Types of Meetings (5)

A
  1. Executive Session
  2. Design Review Session
  3. Project Meeting
  4. Coordination Meeting
  5. Redline Work Session
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26
Q

Executive Session (Meeting)

A

High-level representation and decision-making for the project. Attended by client, principal-in-charge, AE team, and contractor.

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27
Q

Design Review Session (Meeting)

A

For design direction/reviews and approvals. Attended by client, AE team, PIC, and contractor

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28
Q

Project Meeting (Meeting)

A

Project planning & decision-making. Attended by client, AE team, PIC, select consultants, and contractor.

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29
Q

Coordination Meeting (Meeting)

A

Working session for coordination purposes. Attended by AE team, PA, and select consultants

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30
Q

Redline Work Session (Meeting)

A

Most detailed of meetings. Attended by select individuals for in-depth design review.

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31
Q

Creative Conflict

A

Transparency with client about effects of their decisions. I.E. instead of promising to conform to a tighter schedule, debate that mistakes or omissions should be expected as a result of a tighter schedule. Remind the client of the consequences to owner direction.

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32
Q

Staff & Project Organization Styles (3)

A
  1. Horizontal
  2. Vertical
  3. Matrix
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33
Q

Horizontal Team Organization

A

Project passes through different teams for each phase of design.
Pros: People within the team acquire high degree of expertise for that phase.
Cons: Inconsistent team members might mean loss of design intent established early on.

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34
Q

Vertical Team Organization

A

A project remains with the same team throughout the life of the project.
Pros: team continuity and consistency with design intent
Cons: Difficult to find team members who can excel in every phase of the project.

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35
Q

Matrix Team Organization

A

Project team remains the same with available input from in-office specialists.
Pros: office specialties and resources can be used on an as-needed basis. Unspecialized staff can have exposure.
Cons: This is ideal for large offices, small offices may lack this flexibility.

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36
Q

Integrated Design Process (IDP)

A

A series of design collaboration charettes that include many stakeholders - most importantly, the end user. Ideas born from this collaboration are translated into measurable goals.

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37
Q

When to start a Work Plan

A

Early in the marketing phase. Utilize a top-down approach.

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38
Q

Bottom-Up Budgeting

A

Staff resources listed out per phase

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39
Q

Top-Down Budgeting

A

Budget estimation based on market sector type and percentage of estimated construction cost. This amount represents architect & consultant fees as well as expenses. Total is then broken out into phases based on a pre-determined percentage. DETERMINES NSR

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40
Q

Different Compensation Options (6)

A
  1. Lump Sum Fixed Fees
  2. Hourly with no upset based on hourly rates
  3. Hourly-not-to-exceed fees based on hourly rates
  4. Cost-plus-fixed-fee
  5. Unit cost pricing
  6. Percentage of actual construction cost
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41
Q

Cash Accounting

A

Revenue is recognized at the time of payment - when cash is collected and expenses are paid.

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42
Q

Accrual Accounting

A

Revenue is recognized at the time of earning - usually before payment.

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43
Q

Fundamental Budgeting Techniques (3)

A
  1. Top-Down
  2. Bottom-Up
  3. Combination of both
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44
Q

Net Service Revenue

A

Typically 60% of the Gross Fee. Consultant Fees are typically 40% of GF. NSR is project labor budget + contingency budget + Direct expense budget.

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45
Q

Elements of a Project Budget

A

Gross Fee
Consultant Fees
Net Service Revenue
Project Contingency
Non-Reimbursable Expenses
Project Labor Budget

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46
Q

Calculate consultant fees

A

Gross Fee x 40%

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47
Q

Calculate Net Service Revenue

A

Gross Fee x 60%
Or Gross Fee - Consultant Fee

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48
Q

Calculate Non-Reimbursable Expenses

A

NSR x 5%

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49
Q

Calculate Project Contingency

A

NSR x 5%

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50
Q

Calculate Project Labor Budget

A

[Gross Revenue] - [Consultant Fees (or x60%)] - [Non-reimbursable Expenses] - [Project Contingency]

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51
Q

Work Plan Stages (4)

A

PDCA
Plan > Do > Check > Adjust

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52
Q

Work Breakdown Structure (WBS)

A
  • Project Name
    – Phase Name
    — Task Name
    —-Sub-Task Name
    —– Sub-Sub Task Name
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53
Q

Schedule Types (4)

A
  1. Critical Path Method (CPM)
  2. Milestone Charts
  3. Bar Charts (Gantt)
  4. Wall Schedule
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54
Q

Critical Path Method (CPM Schedule)

A

Activity Lists, durations, and dependencies. Typically used for complex projects. It is good for architects to use CPM style schedules for design initiatives as well. The most detailed scheduling tool.

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55
Q

Milestone Chart

A

Best for short-duration projects. Used to track tasks against hours & percent complete.

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56
Q

Gantt Chart (Bar Chart)

A

Simply shows start and end dates of major WBS tasks. Shows some interdependencies but not as detailed as CPM.

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57
Q

Wall Schedule

A

A rough schedule activity before formalizing into one of the other 3 schedule types. Organizing all team members and tasks involved in design. Teams are listed on the left side (rather than tasks) and team-specific tasks are within their own row, organized in relation to dependency & timing.

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58
Q

Planned Cost

A

Labor hours and dollars planned at project initiation.

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59
Q

Job-To-Date (JTD)

A

Labor hours and dollars spent to-date.

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60
Q

Estimate-to-Complete (ETC)

A

Remaining hours and dollars required to bring project to completion.

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61
Q

Planned Estimate at Completion

A

A comparison of how the initial estimate did.. were we over/under the estimate labor hours / cost.

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62
Q

Break-Even Multiplier (equation)

A

(Direct labor + Overhead) / Direct Labor

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63
Q

Overhead Multiplier (Equation)

A

Overhead / Direct Labor

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64
Q

Effective Multiplier (Equation)

A

Current % Complete / Direct Labor

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65
Q

Target Multiplier (Definition)

A

Firm-wide standard fee multiplier

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66
Q

Planned Multiplier (Equation)

A

NSR / Planned Cost

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67
Q

Estimate at Completion (EAC) Multiplier (Equation)

A

total NSR / EAC labor dollars

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68
Q

Billed-Not-Earned (BNE)

A

Amount billed to client that have not been recognized as earned revenue (early invoice). Work has not been completed or expensed yet.

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69
Q

Earned-Not-Billed (ENB)

A

Amount earned but not yet billed (late invoice). Work has been completed but will be made up for in billing later.

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70
Q

Planned Labor

A

Raw labor costs determined from bottom-up project work plan.

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71
Q

JTD Labor

A

Actual raw labor costs to-date.

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72
Q

ETC Labor

A

Labor costs estimated to bring project to completion.

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73
Q

Planned Multiplier

A

Compensation / Planned Cost

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74
Q

Work in Progress (WIP)

A

Billable time and expenses that have not yet been billed to the client.

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75
Q

Spent (Equation)

A

Billed + WIP

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76
Q

BIM Execution Plan (5 Components)

A
  1. Roles & Responsibilities (Project Directory)
  2. Internal and External BIM goals and uses
  3. Modeling Protocol
  4. Process Plan
  5. Level of Development (LOD)
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77
Q

MEA

A

Model Element Author

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78
Q

Phase impacts of BIM

A

SD and DD phases are lengthened, CD and CA may be reduced as a result.

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79
Q

AIA C106

A

Digital Data Licensing Agreement (protection for model sharing)

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80
Q

AIA E202

A

BIM Protocol Exhibit (ownership)

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81
Q

Traditional Phase Breakdown

A

SD (15%)
DD (20%)
CD/B (45%)
CA (20%)

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82
Q

BIM Phase Breakdown

A

SD (22%)
DD (40%)
CD/B (25%)
CA (15%)

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83
Q

Possible fee generation with BIM

A
  • Easier access to project imaging
  • Model can be used for basis of shop drawings
  • Higher LOD early on means higher level of coordination
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84
Q

BIM Project Team Members

A
  1. BIM Manager: Manages the modelers and the goals of the model
  2. Model Manager: manages the technical aspect of the model and making sure it is “healthy”
  3. Modelers: drafters that are mentored by the above staff
85
Q

Benchmarking

A

Method of evaluating building solutions and how they performed against similar projects.

86
Q

Steps to Project Understanding (6)

A
  1. Program
  2. Site
  3. Context
  4. Regulations
  5. Building Technology
  6. Sustainability
87
Q

Steps to Project Synthesis (7)

A

(Following Project Understanding)
1. Establish Goals (Aesthetic, Financial, Performance)
2. Consult with the Experts (Consultants)
3. Prioritize Analysis of Understanding
4. Create Generative Logic
5. Iteration
6. Evaluation
7. Selection

88
Q

Schematic Design Deliverables

A
  • Site Plan
  • Floor Plan
  • Elevations
  • Key Wall Sections
  • Narrative of Major Materials
  • Building Calculations
  • Preliminary Construction Cost Estimate
89
Q

Design Development Deliverables

A
  • Refined design
  • Details
  • Sections
  • Enlarged Plans
  • Refined Construction Cost Estimate
  • Confirm major MEP Systems
  • Finalize life safety strategy & code compliance
  • Achieve horizontal and vertical dimension control
90
Q

Construction Documents Deliverables

A
  • Specifications
  • Refined Details
91
Q

Additional Service Examples

A
  • Programming
  • Space Planning
  • Landscape Design
  • Signage
  • FF&E
92
Q

Tooth (medium)

A

A material’s ability to grab drawing untensil.

93
Q

Methodologies for developing better CDs

A
  1. Reduction of Redundancy
  2. Working in Context (WIC) - Kit sheeting
  3. Referencing Systems
94
Q

Roadmap Referencing

A

Using small-scale drawings as reference keys for enlarged details (sim. to MXD wall sections)

95
Q

Bubble Referencing

A

Typical way of locating a related detail (callouts)

96
Q

ConDoc

A

Developed by Guzey and Freehof in the 1980’s and serves as a standard for sheet numbering and titleblock formatting. They also established the keynote system.

97
Q

UDS (8 Modules)

A

Uniform Drawing System (1997).
- Module 1: Drawing Set Organization
- Module 2: Sheet Organization
- Module 3: Schedules
- Module 4: Drafting Conventions (1999)
- Module 5: Terms and Abbreviations
- Module 6: Symbols
- Module 7: Notations (2000)
- Module 8: Code Conventions

98
Q

Peer Review Criteria (4)

A
  1. Compliance
  2. Completeness
  3. Coordination
  4. Technical Detailing
99
Q

CSI Master Format

A

Construction Specifications Institute Master Format of specifications (1963)

100
Q

CSI Facility Construction Subgroup (14)

A

02 - Existing Conditions
03 - Concrete
04 - Masonry
05 - Metals
06 - Wood, Plastics, and Composites
07 - Thermal & Moisture Protection
08 - Openings
09 - Finishes
10 - Specialties
11 - Equipment
12 - Furnishings
13 - Special Construction
14 - Conveying Equipment

101
Q

CSI Section Format (3)

A

1- General
2- Products
3- Execution

102
Q

Reference Specifying

A

Requiring compliance with testing organizations like ANSI, ASTM, UL, etc.

103
Q

Descriptive Specifying

A

Specifying exact characteristics required from materials & products.

104
Q

Performance Specifying

A

Requiring certain performance from material or product.

105
Q

Proprietary Specifying

A

Listing acceptable products that own their performance. Important that these products allow for alternates & competitive bidding.

106
Q

Allowance

A

Money broken out by bidders for work that is not completely defined in the contract docs.

107
Q

Base Bid

A

Proposed construction cost without alternates

108
Q

Bid Alternate

A

Alternate listed in the contract docs to allow for more flex in bidding process.

109
Q

Payment Bond

A

AKA labor and materials payment bond. Guaranteed amount that the contractor will pay the subs for their work to avoid mechanics lien.

110
Q

Performance Bond

A

Sufficient funds to complete the project in the event that the contractor defaults during construction.

111
Q

Value Based Selection (VBS)

A

Owner selection of contractor based on proposed cost/fee/schedule as well as past experience

112
Q

What is the “Spearin Gap”?

A

The quality gap between the “standard of care” and defect-free design. In DBB, the owner carries Spearin Gap risk.

113
Q

Reasons for Multiple Prime Contract (MP)

A
  1. Might be required for publicly funded projects
  2. Could offer accelerated Schedule
  3. Owner may have the capacity to manage multiple contracts.
114
Q

AIA Contract for MP (Multiple Prime)

A

AIA A101. Same as with DBB, just separate contract per prime contractor to be used.

115
Q

What is Design-Negotiate-Build? (DNB)

A

The client requests proposals instead of bids so that each bidder prequalifications can be reviewed and negotiated upon. Only for privately funded projects.

116
Q

Construction Manager as Constructor (CMc)
AKA CM-at-Risk

A

Construction cost is based on negotiation, not bid. Contractor is brought on at the beginning and proposes a GMP during the design process. Spearin Gap is essentially eliminated because the contractor is involved so early on.

117
Q

AIA Contract for CMc

118
Q

Design Build (DB)

A

Owner has one contract for design+construction. Owner bears no Spearin Gap risk.

119
Q

AIA Contract for DB

120
Q

Design Build Bridging

A

Owner employs architect to develop schematic level plans. Plans are then used for DB bidding. In this case, owner does bear Spearin Gap risk.

121
Q

Benefits of Design-Build (for owner)

A
  • Reduced risk of schedule & cost overruns.
  • Only one contract to administer
122
Q

Integrated Project Delivery (IPD)

A

Owner, architect, and contractor work closely together and share risks & rewards.

123
Q

Instructions to Bidders

A

AIA A710 - what constitutes a responsive bid.
1. Bid due dates
2. Info for pre-bid conference
3. Bid RFI deadline

124
Q

Bid Bond Form

A

AIA A310:
If lowest bid is selected but withdraws before contract execution, they pay the owner the difference between their bid and the next lowest bid.

125
Q

Supplementary Conditions

A

AIA A503 - instructions for defining supplementary conditions to the contract for project-specific things

126
Q

Price Categories in Bidding (3)

A
  1. Construction Cost (Cost of the Work)
  2. Contingencies
  3. Contractor Overhead
127
Q

Reasons Contractors have a Contingency Budget (5)

A
  1. Incomplete Drawings
  2. Errors made in pricing
  3. Anticipated cost for disputes
  4. Default of subcontractors
  5. Contractor errors in construction
128
Q

Types of Bid Prices

A
  1. Stipulated Sum (lump sum) (fixed sum)
  2. GMP
  3. Cost Plus
  4. Unit Price
  5. Target Price
129
Q

Stipulated (Lump) Sum

A

Single-number bid that encompasses all costs incurred by the contractor plus profit & contingencies. Typical for competitive bid or publicly funded projects

130
Q

GMP

A

Guaranteed Maximum Price for a project. Typically bid before the completion of the CD set so allowances are held for a portion of the work that has yet to be documented. Typical for projects requiring accelerated schedules.

131
Q

Cost Plus Method

A

Also known as Time & Materials. Cost of the work plus fee for construction overheads & profit. Typical when site conditions are unknown.

132
Q

Target Pricing

A

Owner sets a price that they would like to spend. Typical for design-build because the firm then delivers a project that can be delivered for that price.

133
Q

Difference between VBS and QBS in bidding

A

Value-based-selection means numerical data is compared between competitive bids (typical for publicly funded projects). This is when price and schedule the most important.

Quality-based-selection means that reputation of contractor is analyzed: financial responsibility, experience in project type, history of claims and dispute, etc.

134
Q

Substantial Completion (contract)

135
Q

Project Checklist (contract)

A

AIA D200 (add services for post-occupancy)

136
Q

Building Commissioning

A

Quality assurance of installed systems to make sure a reliable and lasting design is delivered. Employing building commissioning throughout design and construction can ensure energy and cost savings in building operations.

137
Q

Technological Applications for Architects (7)

A
  1. Communication
  2. Design Exploration
  3. Cost
  4. Schedule
  5. Safety
  6. Project Delivery
  7. Knowledge Management
138
Q

Benefits of BIM for small firms (4)

A
  1. Can take on larger projects
  2. Opens them up to teaming
  3. Visualization, clash detection
  4. Can compete with larger firms
139
Q

AIA E202 levels of development (LODs) (5)

A

100 - Massing, location, orientation
200 - generalized systems or assemblies
300 - Specific assemblies accurately modeled
400 - Assemblies detailed suitable for fabrication
500 - Accurate as-constructed actual assemblies

140
Q

Procedural Training

A

Processes adapted for use with firm standards ie. work flow, nomenclature, file naming, etc.

141
Q

Instrumental Training

A

Tools & software training

142
Q

‘Lean’ System Principles (VPENP)

A
  1. Value
  2. Process
  3. Efficiency
  4. Necessity
  5. Pursue perfection
143
Q

Six Sigma DMAIC

A

Define
Measure
Analyze
Improve
Control

144
Q

Four types of quality cost

A
  1. Prevention
  2. Appraisal
  3. Internal Failure
  4. External Failure
145
Q

RFI Types (3)

A
  1. Graphic/Confirming
  2. Coordination/Missing Information
  3. Code/Contract Information
146
Q

Balanced Scorecard (BSC) categories (4)

A
  1. People
  2. Processes
  3. Customers
  4. Financial
147
Q

ISO 9001

A

International Organization for Standardization

148
Q

ISO (8) Management Principles

A
  1. Client Focus
  2. Leadership
  3. Teamwork
  4. Process Approach
  5. System Approach to Management
  6. Continual Improvement
  7. Evidence-Based Design Approach
  8. Mutually Beneficial Consultant Relationship
149
Q

QM in Schematic Design (4)

A
  • Set quality goals
  • Establish objectives that support the goal
  • Organize monitoring session (QAQC)
  • Take corrective action
150
Q

QM through staffing (4)

A
  • Establish office-wide recording of processes
  • Recruitment of employees
  • Set up mentorship program
  • Normalize peer reviews
151
Q

Typology

A

Building type precedent

152
Q

Morphology

A

Architectural examples of space and form.

153
Q

Space Standards

A

Area and functional relationships

154
Q

Benchmarking Tours

A

Touring buildings of similar program, materiality, function for precedent.

155
Q

Grossing Factor

A

Multiplication factor applied to increase the net assignable area to account for circulation, walls, stairs, mechanical areas, etc.

156
Q

AIA D200

A

AIA Project Checklist

157
Q

Base Area Calculation (At)

A

At = (A/(1+ I(frontage)+ I(suppression) x number of stories)

158
Q

IBC Occupancy Categories (A, B, E, F, H, I, M, R, S, U)

A

Assembly
Business
Educational
Factory & Industry
High Hazard
Institutional
Mercantile
Residential
Storage
Utility & Maintenance

159
Q

Express Terms

A

Terms that have been specifically agreed upon i.e. indemnity. Must be in writing.

160
Q

AIA B105

A

Ideal owner-architect agreement for small residential projects

161
Q

AIA B106

A

OA agreement for pro-bono work

162
Q

AIA B101 SP

A

OA agreement for sustainable projects

163
Q

AIA B200 Series

A

Public sector architectural contracts

164
Q

AIA B108

A

Federally funded / insured projects

165
Q

AIA B107

A

Typical for projects with developers

166
Q

AIA B143

A

Design-builder and architect agreement

167
Q

AIA B203

A

Site Evaluation and Planning

168
Q

AIA B142

A

OA agreement in a design-built project

169
Q

AIA B503

A

Guide for Amendments to OA agreements

170
Q

Consequential Damages

A

indirect costs that result from a breach of contract (lost income, rents, profits, etc)

171
Q

Fee Distribution By Phase (Detailed - 8)

A

PP = 2%
PD = 2%
SD = 8%
DD = 25%
CD = 35%
BID = 2%
CA = 25%
POST = 1%

172
Q

Who legally issues construction documents for bid?

173
Q

Who pays for utilities during construction?

A

General Contractor

174
Q

Who pays the taxes for building construction?

A

General Contractor

175
Q

During what phase is roof type and pitch decided?

176
Q

Who is responsible for obtaining C of O?

177
Q

Change orders are made through agreement of which parties?

A

Owner, Architect, Contractor

178
Q

3 Causes for Project Budget Overruns

A
  1. Unrealistic fee
  2. Scope Creep
  3. Poor Project Management
179
Q

3 Budget Overrun Response Options

A
  1. Request Additional Services
  2. Put in Overtime
  3. Alternatives for Completion (Redistribute work)
  4. Take the Loss
180
Q

CM Project Types (3)

A
  1. Advisor (Low risk)
  2. Agent (Medium risk)
  3. Constructor (High risk)
181
Q

What sets CMc apart from DBB?

A
  1. Contractor selected based on expertise
  2. Pricier
  3. More collaborative relationship with client
  4. More control over selection of specialized team
  5. Streamlines cost analysis throughout design
182
Q

CMc Preconstruction Phase Tasks

A
  • Evaluation of Program , Schedule & Budget
  • Recommend phasing and sequencing
  • Consult on constructibility, materials & labor
183
Q

CMc Construction Phase Tasks

A
  • solicit and obtain bids to review with architect
  • act as the general contractor
  • scheduling and conducting construction meetings
  • controls and is responsible for cost and schedule
184
Q

UniFormat

A

Program that breaks down overall cost, unit cost, and quantity limits (typical for DB)

185
Q

Integrated Design Work Plan

A

Schedule for how the work will be completed in coordination with the construction schedule

186
Q

Does the owner charge the contractor for carrying out work that they failed to complete?

A

Yes - and the contractor also compensates the owner for any amounts charged by the architect for changes

187
Q

Who pays for the building permit, fees, licenses, and inspections?

A

The Contractor

188
Q

How many days after realizing concealed or unknown conditions shall the contractor notify O/A?

189
Q

Who determines the date of substantial completion?

A

The Architect, following final inspections

190
Q

Who writes the construction change directive?

A

The architect, signed by the owner

191
Q

How long after receiving pay app does the architect issue the certificate of payment?

192
Q

Joint Check

A

Checks maid payable to contractor and subcontractor from the owner to make sure the appropriate parties are paid.

193
Q

Who issues the final certificate of payment?

A

The architect

194
Q

What does the contractor owe the architect before final payment or remaining retained percentage is due?

A
  1. Affidavit that payrolls, bills, etc for the work have been paid or satisfied
  2. Certificate that insurance is required to remain after final payment
  3. Written statement that the contractor is confident that the insurance is renewable.
  4. Consent of surety to final payment
  5. Documentation of special warranties
  6. Data establishing payment or satisfaction of obligations
195
Q

When can contractor terminate the contract?

A
  • If work is stopped for 30 consecutive days by owner
  • ## If aggregate of owner interruptions is 100% of construction schedule (or 120 days of one year)
196
Q

How much notice is required for contractor to terminate contract?

197
Q

When can Owner terminate the contract?

A
  1. contractor fails to provide skilled worker or materials
  2. contractor fails to pay subs
  3. contractor disregards law
  4. contractor breaches contract
198
Q

Insurance required from Consultant

A

General Liability
Automobile
Workers Comp
Professional Liability
Employers Liability
Sometimes Umbrellas

199
Q

Bid Security

A

Can we retained by the owner until:
1. Contract is executed
2. Specified time has elapsed
3. Bids have been rejected

200
Q

Can bids be submitted electronically?

A

No (not per AIA documents)

201
Q

Timeframe for owner to furnish evidence of financial viability to bidder

A

14 days prior to the expiration of bids

202
Q

Bid Bonds

A

Bidder furnished bonds covering faithful performance of the contract and payment of all obligations.

203
Q

Differences between Teaming, Joint Venture, and Bridging Agreements

A
  • Teaming is between architect(s) and/or consultant teams with hopes of being rewarded a project
  • Joint ventures can form after teaming agreements and are meant to last at least the duration of the project.
  • Bridging is the combining of architect an construction services for DB projects
204
Q

Design Build suite of contracts

A

A141 - Owner / Design Builder
B142 - Owner / Consultant
B143 - Design Builder / Architect

205
Q

IPD suite of contracts

A

A195 - Owner / Contractor
B195 - Owner / Architect
C195 - SPE OAC
C196 - SPE OC / Owner
C197 - SPE / Non-owner member
C191 - Multi-party Agreement

206
Q

IPD SPE

A

Single Purpose Entity - architect, contractor, and owner form a legal entity to carry out the project and share in risk & reward.

207
Q

Multi-Party Agreement

A

SPE but without having to form a legal entity. Agreement is open to more parties than just O/A/C

208
Q

Manuscript Agreement

A

Owner-curated design agreement from scratch

209
Q

Things to look out for in owner-created contracts

A
  1. Warranties / Guarantees
  2. Error-Free Design
  3. Adherence to Schedule
  4. Compliance with laws/codes
  5. Performance Guarantees
  6. Fiduciary Duties
  7. Claiming liability for another’s fault

ARE 5.0 (10 decks)

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