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EXAC > Section 4 > Flashcards

Section 4 Flashcards

1
Q

Define Construction Manager

A

An individual or company employees to oversee the construction of a project, usually the whole of the construction elements and the parties who are to perform the,; a company that contracts with an owner to perform such services for a fee.

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2
Q

Define “Design-Build”

A

Method of project delivery where an entity or alliance (design-builder) contract with the owner to provide both professional design services (can be architecturally or engineering) AND the construction

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3
Q

Define “Program” with the context of Project Management

A

a group of related projects managed and coordinated in a way to benefit them in way unavailable if manage individually

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4
Q

Define “Transmission Loss”

A

Used in the context of sound transmission, is equal to the reduction in sound intensity as sound passes through a material. Average TL is a rating of performance in preventing transmission of airborne sound.

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5
Q

Define “Project”

A

A temporary endeavour undertaken to create a unique result. The design of a building is a project. The construction of a building is another project.

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6
Q

Define “Project Manager”

A

A person responsible for a projects scope, schedule, cost and quality. Many may be involved but typically within a practice the person charged with managing the project for its respective company, may be called a project manager.

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7
Q

Define “Addendum”

A

A change to the Bid Package, in the form of drawing or specification change. Issued during bud period and before execution of the contract.

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8
Q

Define “Base Bid”

A

The base value without any adjustment because of alternatives or substitutions that the BIDDER offers to perform the work within the BID Documents.

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9
Q

Define “Bid or Tender”

A

A bid is an offer to a formal ball for bids, it contains a price or estimate in response to the call. The offer forms a BID CONTRACT until the acceptance period is over.

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10
Q

Define “Bond”

A

A financial security for the performance of an obligation. Typically a written document with the support of collateral

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11
Q

Define “guarantee”

A

A promise to answer for payment of a debt or performance of an obligation if the person liable in the first instance failed to make payment or perform obligation.

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12
Q

Define “Pre-Purchasing”

A

Purchase of materials prior to the award of the prime contract.

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13
Q

Define “Pre-Selecting”

A

The owner pre-qualify and selecting a manufacturer or supplier before contract award.

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14
Q

Define “Pre-Tendering”

A

A procedure for calling tenders buy the owner prior to the prime contract tender call. A contactor can be instructed to include the amount of the pre-tender in their own tender.

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15
Q

Define “Surety”

A

The Party (Surety Company) that issues a bond which guarantees the performance of the person bonded.

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16
Q

Define “Warranty”

A

A statement of quality intended to be relied upon by another party, carrying with it a promise to remedy upon breach.

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17
Q

List some example why there are different types of contrsuctino/owner contracts?

A

Over time, owners have increase requirements, increase project risk, more urgent time frames, increase building performance, economic pressures

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18
Q

Describe “Project Delivery”

A

A General term to describe the method of designing and construction a building.

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19
Q

What is the best method of project delivery?

A

There is no one-size fits all, different methods have different advantages and disadvantages.

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20
Q

What type of contract is CCDC 2?

A

Design-Bid-Build, Stipulated Price Contract

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21
Q

What are the 5 types of CCDC Contracts

A

Design-Bid-Build, Construction Management, Design-Build, Public-Private-Partnership, Integrated Project Delivery

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22
Q

What type of contract is CCDC 3?

A

Design-Bid-Build, Cost Plus Contract

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23
Q

What type of contract is CCDC 4?

A

Design-Bid-Build, Unit Price Contract

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24
Q

What type of contract is CCDC 5A?

A

Construction Management Contract for SERVICES

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25
Q

What type of contract is CCDC 5B?

A

Construction Management Contract For Services and Work

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26
Q

What type of contract is CCDC 14?

A

Design-Build Stipulated Price Contract

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27
Q

What type of contract is CCDC 15?

A

Design-Build - Buiilding/Consultant Contract (Subcontract)

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28
Q

What type of contract is CCDC 30?

A

Integrated Project Delivery?

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29
Q

What is the Standard Form of Contract of Public-Private Partnerships.

A

No standard form of contract.

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30
Q

Describe the owner-COnstructor Relationship in a Construction Management Project Delivery Method?

A

Owner engages architect to provide design, Architect and Engineers prepare CD. Owner engages Construction Manager as a consultant, providing input on construcitbiliy, cost estimating, scheduling, sequential bidding, and coordination of contract negotiations and award. Purchase of critical materials, cost control, and coordination of construction activities.

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31
Q

At what stage on construction managment delivery is the cost accurately projected?

A

As the project progresses, accuracy of pricing will be increased, with a high level of accuracy the road of the construction manager CAN transition into General Contractor, with this risk is transferred from owner to GC (CM).

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32
Q

Describe Owner-Architect relationship in Design-Bid-Build Project Delivery?

A

Owner engages architect for design, architect and consultants prepare CD. CD is issued for competitive bids. Contract is awarded to winning bidder. Architect Administers specific aspects of the construction contract.

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33
Q

Describe the Owner-Architect Relationship in Design-Build Contracts

A

Owner enters into contract with a single design/Construction entity. This entity is responsible for the design, AND construction. Design Services can be performed in-house or contracted out to an external architect.

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34
Q

Describe Integrated Project Delivery

A

A single purpose entity that involves all parties in the design-construction program. Owner, Design Team, Contractor, and Subtrades enter into a multi-party contract. Shared Risk, and profit is distributed based on the divided risk pool.

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35
Q

What is the most common method of project delivery that architects are involved with?

A

Stipulated Price Contract, Design-Bid-Build. Architect has more responsibility when it comes to fulfilling the terms of the contract.

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36
Q

In what circumstances should a CCDC 2 contract be used?

A

When the circumstances surrounding price are known, and construction costs have a high level of certainty

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37
Q

How is the contractor selected in CCDC 2

A

The contractor is selected by Winning the Contract following there Bid Submission after being invited to bid, or submitting to an open bid.

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38
Q

Describe what stipulated price means?

A

A fixed price for completing construction.

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39
Q

Who may be considered a design-builder?

A

Anyone who contracts with an owner to perform design and construction services. This can be a contractor, an architect, a broker, or a joint venture between contractor and architect.

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40
Q

When would you use CCDC 15?

A

When a design-builder contracts an architect to perform design services.

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41
Q

What is a risk with a Design-Build Contract?

A

Prices established before design is complete may be a source of conflict. There may be uncertainty what is included in the price.

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42
Q

Describe the difference between CCDC 2 and CCDC 3?

A

CCDC 2 has the largest risk and profit margin for the contractor. A contractor can mitigate risk by using a CCDC 3. CCDC 3 promises a fee to be paid to the contractor for the work ON TOP of the actual costs of work. This fee can be fixed or a percentage of costs.

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43
Q

What is an alternate method of Describing CCDC 3?

A

Time & Materials

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44
Q

What type of projects are best suited for a CCDC 3 Contract?

A

A Cost-Plus contract is best suited for small, complex projects, in which total costs are initially difficult to determine.

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45
Q

What is the simplest type of contract to execute?

A

CCDC 3 - Cost Plus, Reimbursement to contractor is the simplest.

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46
Q

Under what circumstances can the work performed under a CCDC 3 contract be ceased?

A

Work can cease when the construction costs equal the funds provided under the contract.

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47
Q

Under what Project delivery method is there a “Guaranteed Maximum Price Option?

A

CCDC 3 - Cost Plus contractor can be compensated for actual costs, plus a fee to AN AGREED UPON MAXIMUM PRICE. contractor bears all costs beyond the pre-determined maximum.

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48
Q

What type of Project is suitable for CCDC 4?

A

CCDC 4 - Unit Price Contracts have limited use scenarios, and are typically used in Canada for Civil Engineering Work.

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49
Q

What determines a contractors pay under CCDC 4?

A

A pre-determined price for each unit or quantity of work.

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50
Q

What determines the final contract price under CCDC 4?

A

CCDC 4 Unit Price, Final price is determined based on the final unit price and schedule of prices multiplied by the quantity of each item.

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51
Q

List 6 reasons why to use CCDC Documents?

A

Reliable, Standardized, Fairly Allocates Risk, Developed Collaborativley, Reduces Disputes, Legal Precedents, Updated Regularly

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52
Q

What is the General Contractors Responsibility in CCDC 2?

A

Fulfilling the requirements of the Construction Project. Hiring Trades and Subtrades. Provide price based on design drawing assessment.

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53
Q

What is the difference between A General Contractor and a Design-Builder?

A

A General Contractor is responsible for the construction of the project, A Design-Builder is responsible for both the construction and the design.

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54
Q

What trade contractors may be involved in fulfillment of the contract?

A

Mechanical, Plumbing, Electrical, masonry, Carpenter, Steel.

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55
Q

What is the architects responsibility in the bidding process?

A

assist client in pre-qualification of bidders, and assist in calling for bids.

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56
Q

What is a bid depository?

A

Facility operated by local construction association to collect and register bids from subcontractors and suppliers, and transmit these bids to GC’s

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57
Q

What method is used to award the contract to a contractor?

A

Letter of Acceptance from the client

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58
Q

Upon receipt of the letter of acceptance, what work can begin?

A

Contractor can begin immediately.

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59
Q

Do unsuccessful bidders need to be notified? If so, why may it be important?

A

Promptly, as contractors need to make arrangements with bonding companies, staff and subcontractors to bid on other projects.

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60
Q

When signing contracting, How many hard copies of the contract must there be?

A

Two Original contracts, one for client, one for contractor. Both sealed. An architect can retain a copy

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61
Q

Under what circumstances is a contract “executed”

A

Upon sign and seal on the covers of both documents, and the cover page of the drawings and specifications.

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62
Q

Within a standard CCDC Do the pages containing supplementary conditions need to be signed?

A

Sometimes every page of supplementary conditions should be initialed

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63
Q

Under which 3 methods can a contractor be selected?

A

Open Bids, Invited Bids, Direct Selection

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64
Q

What are the 7 steps of the tender process?

A
  1. Notify Bidders (public or invite) 2. Issue Bid Documents to Bidders 3. Conduct Bidder Conference, (Bidders ask questions, tour site 4. Respond to inquiries 5. Receive and Evaluate Proposals 6. Negotiate Outstanding Conditions to the Contract 7. Award the Construction Contract
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65
Q

What are the 7 PRIMARY components of a Bid Package?

A
  1. instruction to bidders 2. Contract Forms and Bond Requirements 3. Specifications 4. Site Information 5. Drawings 6. Construction Scheduling (Milestones) 7. Addenda
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66
Q

What documents are contained with Instruction to Bidders?

A
  1. Bid Form, 2. Bid Security Requirements 3. Agreement to Bond 4. Pre-Bid Information and meeting
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67
Q

What are the typical components of the Contract Forms and Bond requirements with a bid package?

A

General Conditions, Supplementary conditions including Insurance Requirements, Performance Bond, Labour and Materials Bond requirements, Cash Allowances, and Contingency Allowances.

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68
Q

When Selecting Contractors, what items should be obtained to understand qualifications?

A

Experience Statement, Financial Reference from Bank and Bond Company, Key Personnel, List of Major Construction Projects, List of Principal Projects in last 5 years.

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69
Q

True or False, information provide by the architect must be the same for all bidders?

A

True

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70
Q

Who selects the winning bid?

A

The architect can advise, but it is the clients decision.

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71
Q

When reviewing a bid, what should an architect look for?

A

Completeness, Bid Amount, Construction Start Date, Inclusion of ALL addenda, Subcontractors listed, Manufacturers listed, Unit Prices

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72
Q

Upon review of bid submissions what does the architect do?

A

Report in writing, findings and include and relevant comparisons in price and bid information.

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73
Q

What are the two methods an architect may describe a bid?

A

A bid is either compliant or non-compliant.

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74
Q

Describe what is a non-compliant bid?

A

Non Complaint bids can be informal, non responsive, Incomplete, Improperly Qualified, or conditional.

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75
Q

When is a bid considered non-compliant?

A

Does not meet requirements, Missing addenda, No bid Bond or security, Improperly signed, Bonding requirements not submitted (Consent of surety)

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76
Q

When recommending successful bidders, what is the architects responsibility?

A

Limit advice to to client, only indicating a bid IS OR IS NOT COMPLIANT. Amounts, and that there is no obvious reason a bid should be rejected.

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77
Q

What is the CCDC term for “Tender”?

A

Bid

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78
Q

Do you have to use a CCDC contract for project delivery?

A

Technically no but it is highly recommended as it is recognized as an industry standard. Certain clients may have there own Standard Form of Contracts.

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79
Q

Really simply, what is the Architects role in the execution of the Construction Contract?

A

To provide impartial treatment to the client and the construction manager, as the person tasked with interpreting the construction documents for both parties.

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80
Q

What is a Certificate of Substantial Performance?

A

A certificate issued under appropriate lien legislation attesting that the contract between the owner and the contractor is substantially complete.

81
Q

What is a Holdback?

A

A percentage of the monetary amount payable under a construction contract, which is held as security for a certain period of time. The percentage and period of time are based on the provincial lien legislation.

82
Q

What is a Lien?

A

A legal claim on property to satisfy a debt owed to lien claimant by the property owner. Can carry the right to sell the property upon default (do not perform obligation)

83
Q

Who prepares shop drawings?

A

Drawings prepared on behalf of the contractor to indicate precise details of the construction materials; for fabrication, production or installation.

84
Q

When is the architect responsible to review the shop drawings?

A

Upon review and approval by contractor, architect to review and advise.

85
Q

What is General Review?

A

Visits to the project site by architect to determine if construction is in conformity with the contract documents.

86
Q

What is the Difference between Construction Manager and Project Manager?

A

Project Managers is general term for someone who manages a project. Construction Manager is the agent who advises on construction schedule, arranging services of trades and supervising the activities of all trade contractors. CAN SOMETIMES REPLACE GENERAL CONTRACTOR DEPENDING ON DELIVERY METHOD

87
Q

Who are the three parties involved in a Design-Bid-Build Contract?

A

Owner, Consultant, Contractor

88
Q

List some advantages of Design-Bid-Build Project Delivery?

A

Competitive Renderings, Lowest Risk as all design decisions have been made, budget is established.

89
Q

List some disadvantages of CCDC 2

A

It takes longer to complete, Confrontational Relations between Parties, Not the best value, Changes during construction are expensive, and impact schedule.

90
Q

What is the difference between CCDC 5A and CCDC 5B?

A

CCDC5A is for construction manager services only, CCDC 5B is for services and construction.

91
Q

Within Construction Management CCDC contracts, what is the relationships between the four parties involved.

A

Multiple types, Owner can hire each party (Architect, CM, Contractor), CM can be Owner representative as advisor. Alternately, CM can hire Consultants. and fully be responsible for fulfilling clients needs.

92
Q

Advantages of Construction Manager type CCDC contracts.

A

Experienced professional, Helps achieve best value, Prevent Conflicts with contracting parties

93
Q

Disadvantages of Construction Manager type CCDC Project delivery?

A

Another contracting party to pay, More complicated roles and relationships between contracting parties, Construction Cost is not know until the completion of construction.

94
Q

Describe Construction Manager as Agent?

A

CM fully represents Owner, and acts as prime consultant responsible for contracting Consultants and Contractor on behalf of owner.

95
Q

Advantages of Using Construction Management Project Delivery?

A

Better value, Value engineering at design time, Less confrontational, Contractor is brought in early, Fast track design and construction, Allows owner and architect to have direct relationship ?(compared to design build), Minimizes change orders

96
Q

What are the three roles a construction manager can take on?

A

CM as Advisor (CCDC 5A), CM as Agent CCDC 5A, CM as Constructor CCDC 5B

97
Q

Explain the difference between CM as advisor, agent and Constructor

A

The difference is the relationship between owner and CM, as Advisor, the CM represents the clients interests but does not have contractual relationship with Consultants and Contractor, As agent, the CM solely represents the client and is responsible for contracting consultants and contractor. CM as constructor, CM acts as GC, Owner hires consultants.

98
Q

At what stage is the CM Contractor brought on in a CCDC 5B?

A

30% CD set, CM will have bid on project and if accepted advises throughout the remaining CD creation, helps with costing, scheduling

99
Q

Is the price fixed in CM type contractS?

A

Generally a guaranteed maximum

100
Q

Advantages of Design-Build?

A

Single point of responsibility, Faster than traditional methods, More motivated to provide cost savings and value.

101
Q

Disadvantages of Design-Build

A

Cost savings may lead to reduce quality, Owner is disconnected from architect, access to the owner is restricted, Architects don’t have a leading role

102
Q

What is a Bridging Consultant?

A

An owner hired representative that tells the owner what they need to achieve there desires, creates scope of work documents, then owner hires design build entity.

103
Q

What is a financial benefit of P3 contracts?

A

Government contracts and typically don’t actually have to have to money to contract like in all other delivery methods. Therefore private companies will partner up to provide finances for the project, with a means for the government to pay them back

104
Q

What type of project would make sense to be delivered by P3

A

Large Public Projects or infrastructure projects

105
Q

What is the benefit of IPD?

A

Risk is managed equally by all parties

106
Q

What 4 Sections are generally included in a typical contract?

A

Contract/Agrement, Definitions, General Conditions, Supplementary Conditions,

107
Q

What are the three types of Bonds?

A

Bid Bond, Performance Bond, Labour and Materials Bond

108
Q

What three types of insurance may a potential contractor have to provide?

A

Construction Insurance, General Liability, Automobile Liability

109
Q

What is the purpose of a Surety?

A

To provide bonds that protect the owner from financial loss in the event the contractor fails to fulfill there contract obligations.

110
Q

What are the three main surety products

A

Bid Bond, Performance Bond, Labour and Materials Bond

111
Q

What type of bond is used in the tendering stage?

A

Bid Bond

112
Q

What types of bonds are used throughout the contract performance?

A

Performance Bond, Labour and Materials Bond

113
Q

Describe the principal of a Bond?

A

When a contractor fails to fulfill obligations, the surety steps in with the funds as promised by the terms of the bond, and provides funds to owner on the contractors behalf.

114
Q

In terms of bonds, What is a pre-qualification letter?

A

It is not a bond, but a promise that the contract is “Bondable”

115
Q

Describe “Consent of Surety”

A

an agreement to bond, a legal commitment, but not a true bond. It is executed by surety.

116
Q

Is an agreement to bond acceptable in place of a Bid Bond?

A

No, only a Bond is a bond. Nothing is guarantee other than a bond.

117
Q

What is the purpose of a bid bond?

A

Ensures contractor is qualified, and they are taking tendering obligations seriously, will follow through commitments

118
Q

What is the performance Bond?

A

Guarantees Bonded contractor will perform obligations

119
Q

What is the amount of typical performance bond?

A

50% of the contract price., but can be 100% of the contract amount, surety only liable for the amount of the bond.

120
Q

Describe Purpose of Labour and Material Bond?

A

Guarantee contractor will pay there own expenses for the bonded project.

121
Q

What are two primary sections of Bid Documents

A

Bid Requirements, and Contract Documents

122
Q

What is the difference between, Letter of Acceptance and Letter of Intent?

A

Letter of Acceptance is legal document, Letter of intent is just a promise.

123
Q

Responisbiilites of owner in contract admin stage?

A

Make Payments, Attend Meetings, Respond to inquiries, Takes action ad recommended by architect.

124
Q

Responsibility of Contractor during Contract Administration?

A

Construct, Follows the drawing and Spec, Works within approved schedule, Performs quality work and faulty control, attends meetings, conducts inspections on time with AHJ, Conducts testing as requested.

125
Q

Who provides as-built drawings?

A

Its generally apart of contractors deliverables at project closeout

126
Q

What types of documents can effect changes to the construction contract?

A

Change Orders and Change Directives

127
Q

sequence of processing payment for work

A

Payment Application by contractor, architect conducts field review to verify progress, Architect issues payment, Owner approves payment. Owner pays as per contract conditions

128
Q

Describe Sequence of shop drawing review.

A

GC receives and reviews. Architect reviews. Architect reviews as “Not Reviewed, “Reviewed” “Reviewed as noted”, “Revise and Resubmit”

129
Q

IF revision is required based on shop drawing what is an appropriate way to provide clarity?

A

Issue addenda describing area in question if drawings were not detailed enough.

130
Q

What is the name of the document that helps dictate the appropriate payment amounts upon application for payment?

A

Schedule of Values

131
Q

What are the components of certificate of payment?

A

Percentage of work completed based on Schedule of Value, Percentage of work verified by consultants, deducting holdback, taxes, recommended payment. general also includes running totals of previous payments and how much remaining within contract.

132
Q

Who prepares change order?

A

Architect

133
Q

Who initiates a change order?

A

Typically the contractor when new information is required, or client when the require something new

134
Q

How is a change order issued and is it required to be signed by the owner and contractor?

A

It is issued as addendum to contract and signed by both contracting parties (owner and contractor)

135
Q

What is the difference between Change Order and Change Directive?

A

A Change directive is an expedited process issued when a change is necessary before the price can be negotiated as is with a change order.

136
Q

When can a certificate of substantial completion be issued?

A

When a work is ready for use or is being used as intended and certified by architect. Should not ever be issued when items relating to safety are not complete.

137
Q

When should an architect consider monitoring the construction progress?

A

Forming and framing, when steel is complete, when waterproofing is complete, air/vapour barrier complete, installation of fire proofing, important to observe things before concealment and document that it conforms to the drawings. Other items are cladding, roofing, doors and windows, floor and wall finishes, millwork, testing of concrete, testing of HVAC. Important to go periodically to observe site progress.

138
Q

As per CCDC2 define Certificate of Substantial Performance

A
139
Q

As per CCDC2 define Certificate of Release of Holdback

A
140
Q

As per CCDC 2 define Final Certificate of Payment

A
141
Q

As per CCDC 2 Define Building Occupancy Letter

A
142
Q

Who is supposed to take reasonable steps to determine whether any toxic or hazardous substances exist on site and should take steps to ensure people are not exposed.

A

The project owner.

143
Q

What are some goals of Project Management?

A

Get job done and on time, Assign tasks, Follow up to confirm task completion, be creative and solve problems, manage risks, report on progress

144
Q

What are some common sections of a project file

A

General, Pre-Design, Design, CD, Bids and Contract Award, Construction, Post Construction

145
Q

What are the components of a work plan?

A
  1. Project Definition (Why) 2. WBS ( Organization of work) Work Break Down structure 3. Task List 4. Schedule 5. Organization Chart 6. Budget 7. Quality Management 8. Client Management Plan 9. Return of Investment
146
Q

What is the Critical Path?

A

The shortest path way to complete a project based on items that cannot overlap any further.

147
Q

What may be included in quality management plan?

A

A way to ensure what is said is what is done.

148
Q

What are the main components of a Business Plan?

A

Executive Summary, Business Overview, Sales and Marketing Plan, Operations Plan, Human Resources Plan, Action Plan, Financial Appendix

149
Q

What is included in executive summary?

A

Summary of reasons why you are seeking financing, with summary of business operations

150
Q

What is included in Operations Plan?

A

Description of the physical aspect of business operations (office, software, hardware)

151
Q

Essential Elements of Effective Team Management?

A

Communication, Detailed taks and assignments, Clear objectives, Milestone schedule and Critical Path, Communication Protocols

152
Q

Define Quality Assurance

A

Process used to measure and assure quality.

153
Q

Define Quality Control, and ways to practice it.

A

Ensuring product meets expectations. Create Checklists, follow up on required standards.

154
Q

What may be include in pre qualification of bidders?

A

Past Projects, Resume, and Intent to bond, or Letter of Bondability

155
Q

Is the term addendum specific to any phase of construction?

A

It is applicable any time something is added, during bid process addendum could be additional information, in construction a change order is a type of addendum.

156
Q

List some examples of items included in an architects field functions.

A

Conduct Review, Attend meetings, Interpret Documents, Observe Testing, Review and Accept Sample, Meet with consultants, determine percentage of work completed.

157
Q

True or False, the architect is allowed to permit construction without approval of the building permit from the AHJ?

A

False

158
Q

Whose responsibility is it to provide construction documents to the contractor?

A

Architect

159
Q

Is the architect allowed to disregard an RFI if the information asked for is already contained within contract documents?

A

No, Architect must respond to every RFI

160
Q

What type of document is submitted prior to a change order?

A

A proposed change notice as a means to obtain price and time allotment, A change directive may be issued if urgency is required.

161
Q

True or False, Status of change orders should be included on the certificate of Payment?

A

True

162
Q

True or False, Contingency allowance as allocated within the contract can be used to pay for Change Orders?

A

True

163
Q

Describe a holdback

A

A holdback is a type of protection for the owner where they retain a set amount of each invoice based on the provincial lien legislation, this monies is retained until construction is completed in the case a contractor fails to meet there obligations.

164
Q

True or False Shop Drawings override information included within the contract documents?

A

False

165
Q

Who is responsible for the payment of an architect’s fees when a contractor proposes an alternate product than specified within the contract documents which requires significant adjustment to the contract documents?

A

The client will pay, but the funds can be recovered from the contractor. And proposed change of this nature shall include the architects fees within the advised cost change.

166
Q

What services are included in project closeout?

A

Takeover, Commissioning, Post-Occupancy evaluation

167
Q

What is the difference between takeover and commissioning?

A

Takeover is the handover from contractor to owner, commissioning is typically done prior to takeover to insure all systems are functional and the building is operating as intended. Commissioning can occur throughout.

168
Q

Describe what Post-Occupanyc Evaluation encompasses.

A

As a means to take advantage of any warranties provided by the contractor, an architect should review a project 6 or 12 months post-occupancy to ensure that the buildings technically performing as per the contract documents.

169
Q

How much monies should be retained as a part of substantial completion to cover deficiencies?

A

A holdback should be kept that covers the expected cost of all deficiencies.

170
Q

What critical dates follow the issuing of substantial performance?

A

The warranty period is activated and the release of holdback is initiated

171
Q

Can the statutory holdback be held back if there are deficiencies?

A

The statutory holdback is separate than the deficiency holdback, as the statutory holdback is monies that have already been earned from previous construction.

172
Q

When is the holdback released?

A

Upon issuing substantial performance, and the timeline as expressed in provincial lien legislation, and the lien period has expired.

173
Q

What are the two stages of Final submissions for project closeout?

A

Items required for operation of the premises and for substantial performance, Stage two is demonstration to owner and consultants, facilities operations, maintenance and repairs.

174
Q

What does issuing for final certificate of payment entail?

A

All deficiencies are complete and any remaining holdback and lien monies must be released.

175
Q

At what point are the architects services complete?

A

Upon issuing final certificate of payment, architect can issue final invoice and prepare and record drawings if necessary.

176
Q

When an architects role in a project is complete who should the architect notify?

A

Any liability insurers.

177
Q

In what part of contract documentation should the procedure of projec takeover be described?

A

Project Specification.

178
Q

What is the difference between ready-for -takeover and substantial performance.

A

Substantial performance is a component of ready for takeover and is solely a financial milestone. Also Substantial performance is applied to by the contractor when the balance of payment is below lien threshold indicating work is substantially complete. Ready for takeover includes additional items like cleaning, delivery of record drawings and documents, access to building has been turned over to owner

179
Q

If an owner occupies a portion of a project, is it deemed Ready For Takeover?

A

Yes. Ready for takeover can be phased out if the permits as required by AHJ have been obtained.

180
Q

What is the term to describe a set of contractual responsibilities and requirements satisfied prior to the release of project close-out payments?

A

Read-For-Takeover

181
Q

What is the time frame a consultant must respond to a contractors application for ready-for-takeover?

A

10 calendar days

182
Q

What are the three types of occupancy permits?

A

Unconditional (no provisions), Conditions (a portion of building is considered safe), Phased (standalone portion of a building is complete)

183
Q

What is the timeline to notify contracting parties when hazardous substances are encountered on (existing) site?

A

5 working days to notify the other party.

184
Q

How long should all records and do aments from a project be maintained?

A

For as long as possible and no less than is described by provincial legislation regarding the time frame of claims against.

185
Q

What are effect characteristics of a project management system?

A

Multi0Level, Constant Narrative, Searchable, Multi-User, Consistency.

186
Q

When determining the scope of work, what is a helpful document for the architect to refer to?

A

Analysis of clients business case. The expected outcome of the objective.

187
Q

True or false, scope statements should list all project assumptions and constraints?

A

True

188
Q

What is the relationship between the WBS and Project scope?

A

WBS becomes the baseline scope, a record of all work to be done.

189
Q

Does each project require a new work plan?

A

No, master work plans can be used as a template and copied over and edited for each individual project.

190
Q

What are the four main contributors to a projects quality?

A

Requirements by regulators, (codes & regulations), The collaborators (clients, contractors), the context (program, climate, schedule), Architectural Practice (BIM, IPD, IDP,Project Delivery)

191
Q

In the pursuit of quality, what is an architect forced to do?

A

Find work that fits firms expertise, recruit and train, realize staff potential, facilitate staff professional development, support staff, encourage contributions, provide a work environment that foster excellence, assess factors that provide personnel to provide quality.

192
Q

What are the benefits of effective quality management?

A

Improved service and satisfaction, improved efficiency, improved marketability, greater peace of mind, improved processes and procedures, greater job satisfaction

193
Q

What are the ways an architects fee can be structured?

A

Fixed Fee, Percentage Fee, Work Performed/hourly

194
Q

What is traditional breakdown of fee structure?

A

12.5% schematic, 12.5% DD, 50% CD, 2.5% Bidding and negotiation, 22.5% Construction Phase

195
Q

When is an architects final payment made?

A

Either at substantial perfroamce or after the architect prepares the final certificate for payment

196
Q

When being paid a fixed fee, what things does an architect need to consider?

A

Labour costs, expenses, overhead, risk factors, consultant costs, costs for coordination, marketing costs, a contingency

197
Q

What is a smart thing to provide provisions for in an architects contract for work?

A

Changes in scope, Preparation of change orders, time delays

198
Q

When is the last day that addenda should be issued as a part of the bid process?

A

No later than 4 days prior to closing

199
Q
A

EXAC (4 decks)

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