Project Organization Flashcards

1
Q

3 phases

A

Contract and negotiation
Project execution
Closing out

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2
Q

Contract and negotiations

A
Determine in house authority
Draft or review contract
-scope of work and fee
Determine staff needs type and number
Consultants required
Schedule of services needed
Review all with client
Secure contract
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3
Q

Contract elements

A

Description of the material provided,Scope of work or services
Determination of method of reimbursement
Provisions for terminating the contract, each party’s liability, provision for arbitration

Fair contract, clear description, fair pay
Inform client credentials of employees and consultants.

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4
Q

Project execution

A
Staff assignments
reviews of work
Maintenance of schedule
Cost control
Billing the client
Maintenance of project records

How much authority vs delegation.

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5
Q

Project manager duties

A

Decide who has authority to do and review work

Be familiar with the agreement and see that it is fulfilled to fee and time schedule

Determine is scope of work is inadequate and negotiate a new contract

Establish bench marks- i.e. Time for schematics, design development, and construction drawings

Measure actual vs anticipated costs

Bill client and stop work until client is able to pay.

Establish procedure for filing project information and data and drawings

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6
Q

Project responsibility

A

Fix and accept responsibility

Responsibility cannot be delegated to others nor shared. Authority can be delegated but not responsibility. Senior members or partners of a firm. Role rode fine the job done, standards to be met, clear description of function of each individual.

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7
Q

Closing out the project

A

Complete as relates to client

In house tasks such as making final deposition of projects record. Preserved record for future reference, catalogue.

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8
Q

Bid documents

A
General conditions
Supplementary conditions
Contractor qualifications
Bid bond
Performance bond
Labor and materials bond
Other
Subcontractor agreement form
Consultant agreement form
Govt specific forms
Special conditions
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9
Q

Outline specification

A

Bare outline of the scope of work, material used and method of construction. Submitted with prelim plans.

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10
Q

CSI specs

A

construction specifications institute produced the uniform system for construction specifications.

16 divisions split into sections
Divisions sections must be separate from other professions with similar materials i.e. Masonry concrete, to make clear separation in fees.

Three parts to a section
General materials and install. If there is a conflict between drawing and specs, specs govern. Avoid duplication between the two.
Drawings show form of construction.

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11
Q

Bid documents

A

Good drawings and specs result in accurate estimating and better bids. Unclear contract documents will make bidder raise bid to protect himself from discrepancies. Client is the loser. La is liable for extra construction costs due to ambiguity in drawings.

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12
Q

Bid document list

A

General
-title page, legal notice, index to specs, list of drawings

Bidding requirements
-invite to bid, instruction to bidders, sample forms
(bid form, bid bond form, statement of contractors qualifications, performance bond, labor and materials bond, certificate of insurance, acknowledgement of surety, non-collusion affidavit, agreement form, change order, payment) General conditions, supplementary conditions, certificate of substantial completion, contractors affidavit of release of liens.

Other
Addenda, scale of prevailing wages, statement of sales and excise taxes, anti-discrimination agreement, surface and subsurface data, bid security letter

Spec and drawings

Contract form-many copies.

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13
Q

Spec divisions

A
1 gen requirements
2 site work
3 concrete
4 masonry
5 metals
6 wood plastic and composites
7 thermal and moisture protection
8 doors and windows
9 finishes
10 specialties
11 equipment
12 furnishings
13 special construction 
14 conveying systems
15 mechanical
16 electrical
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14
Q

Affidavit

A

Legal paper affirming qualifications of the bidders and notarized that it is true and lawful statement and non collusive

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15
Q

Base bid

A

Total amount of work covered in gen specs with no alternatives or substitutes

Substitutes are listed on separate page of bid form with cost or credit

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16
Q

Base bid modified

A

Two or more property products are specified with no subs. Requires statement allowing modification as a letter.

17
Q

Bid form

A
Letter from bidder to owner
Receipt of docs
Id's docs received
Has visited site
Will hold bid open to a certain time
Will obey instructions
Has unit prices and alternatives
Bid security
List of subcontractors 
Bidders qualifications
Financial statement
Non collusion affidavit
Signature
Notarized
Date 
Seal
18
Q

Right to reject

A

State whether owner reserves right to waive irregularities and reject bids

19
Q

Performance bond

A

Assure conformity with contract documents. Surety company within the state. 100000 for bodily injury and 300000 for property damage

20
Q

Cash allowance

A

When things cannot be determined in advance. Felling of trees that die during construction. Pruning that cannot be determined. Avoid when possible. Permits delay in decision but enables specifier to control product selection.

21
Q

Clerk of works

A

Owner hired with knowledge of construction materials test procedures and management.

22
Q

General conditions

A

Part of division 1 specs. Contract furnished items or technical and admin matters. Contractors break down of costs. Claims for extra cost contract termination delays damages disputes ownership of drawings an specs care of work accident prevention inspections prevailing wages warranty.

As built drawings, cleaning up a site

23
Q

Special conditions / supplementary

A

Time of completion, number of working days, contract time limit, demands requests instructions approvals acceptance of part of work liquidated damages communications

24
Q

Credit

A

Net cost without overhead or profit from a change of materials labor and equipment

25
Q

Drawings

A

Avoid trade names and proprietary information. Only in specs. No reference to astm. Show horizontal relationship in regards to larger scale.

26
Q

Shop drawing

A

Shoes suppliers fabrication of a detail including dimension materials assembly and installation. General conditions indicate whether this shows who is responsible for prep and distribution reproducible required transmittal letter etc.

27
Q

Overhead

A

Bond premiums supervision superintendence wages of timekeepers watchmen and clerks small tools incidentals general office expense

28
Q

Specs

A

Standards of work, quality control, optional materials, required guarantee, type of grade finish or fabrication. Consistent nomenclature.

29
Q

Language

A

Action verb at beginning instead of contractor shall. Concise correct and clear. Indicate a measurable result.

30
Q

Letter agreement

A

Informal contractual agreement. Brief description of all primary point of the contract.

31
Q

Letter notice to proceed

A

Initiate contract work either before or after award of contract.

32
Q

Letter of intent to award contract, formal contract unrecorded
Formal contract recorded

A

Give contractor advance notice to order materials with critical time limit

Not requiring bonding or security deposit. Below 25000 dollars. With reputable contractor.

Mandatory by most governments for larger work. Compliance with time requirements, and commences mechanics Lien period.

33
Q

Negotiate contract prior to award

A

1 determine which items are included in contract
2 modify base bid when bidders submit alternates
3 reduce contract amount if lowest bid exceeds available funds
4 arrange work in phases
5 adjust to unforeseen changes