CM 310: FINAL FINAL UPDATED ACTUAL
Questions and CORRECT Answers
Project - CORRECT ANSWER unique, temporary
Sustainable project - CORRECT ANSWER balance--> social, economic, environmental
Project participants - CORRECT ANSWER project owners/end users, design firm, construction firm
Pillars of Success + Foundations - CORRECT ANSWER Cost, Safety, Quality, Time
- Document Control, Communication, Organization, Coordination
Project Phases - CORRECT ANSWER Planning, Design, Construction, Operations
Planning Phase - CORRECT ANSWER realize a need, perform analysis
Design - CORRECT ANSWER schematic design --> drawings, estimate
Subsection: design development
Design Development - CORRECT ANSWER construction documents
Construction - CORRECT ANSWER Planning + Start-Up, Execution, Control/Admin, Close-out
Pre-Construction Activities - CORRECT ANSWER selecting subs, estimates, review of construction documents
Build to Use - CORRECT ANSWER Use and Retain
- builds and owns facility
e.g. Custom House
Build to Lease - CORRECT ANSWER Lease and Retain
- retain ownership, leases out use
e.g. Strip Mall
Build to Sell - CORRECT ANSWER Lease and Transfer
- transfer ownership, lease out use
e.g. Residential Developer
Sell to Lease - CORRECT ANSWER RARE
- transfer ownership, personally lease out
If owner needs to cash out on equity, then rent facility
General Contractor - CORRECT ANSWER Planning, coordination.
Generalist.
Self-performs some work, subs out the rest
Construction Manager - CORRECT ANSWER Like general contractor, doesn't self-perform work
Heavy-Civil Contractor - CORRECT ANSWER Self-performs most tasks
Agency Construction Manager - CORRECT ANSWER coordinate with subs that contract directly with owner
assist project owners as consultants
,An out-of-house owner's representatives
AHJ - CORRECT ANSWER Authority having Jurisdiction
e.g. inspectors, enforcers of code
Insurance Companies - CORRECT ANSWER analyze, establish premium price to assume designer/general
contractor liability
Construction Sureties - CORRECT ANSWER analyze, decide if risk low enough to issue bond
Bid Bond - CORRECT ANSWER assures the owner that contractor is submitting price proposal that is accurate
Performance bond - CORRECT ANSWER protects owner if general contractor is unable to fulfill contractual
obligations
a promise to fulfill contractual obligations
Payment bond - CORRECT ANSWER assures owner that general contractor will pay subcontractor, direct labor,
material supplies
Owner's Representative - CORRECT ANSWER in-house representation/decision-making owner's behalf
Designer of Record - CORRECT ANSWER submits building permit request
Lead Designer - CORRECT ANSWER Overseer/Manager of design staff
Journey-Level Craftsmen - CORRECT ANSWER fully qualified, experienced workers in their staff
Obligee - CORRECT ANSWER Project Owner
asks that principle submit bond
Principle - CORRECT ANSWER General Contractor
requests that surety issue bond to obligee on their beaf
Surety - CORRECT ANSWER Bonding Company
issues bond to obligee on principle's behalf
Design-Bid-Build - CORRECT ANSWER designer awarded contract BEFORE design complete
GC awarded contract AFTER design complete
Construction Manager at Risk - CORRECT ANSWER designer awarded contract BEFORE design complete
GC awarded contract AFTER design is 60%-90% complete
Similar to Agency CM, but legally like a contractor
Progressive Design-Build - CORRECT ANSWER Designer and GC contracted together after design is 60%-90%
Two-step contracting process
Competitive Design-Build - CORRECT ANSWER Designer and GC contracted together after design is 10%-30%
complete
,Early designs are bid out to be completed by other design constultants
Bridging Design-Build - CORRECT ANSWER Designer and GC contracted together after design is 80%-100%
complete
Designs constitute basis of contract
Integrated Project Delivery - CORRECT ANSWER one, multi-player contractual agreement
Project Delivery - CORRECT ANSWER act of achieving project objectives
Procurement - CORRECT ANSWER act of purchasing external services and materials
Contracting - CORRECT ANSWER establishing contract of services and materials
Force Account - CORRECT ANSWER owner self-performs a scope
Multi-Prime Contracting - CORRECT ANSWER self-performs GC coordination role
Procurement Selection Methods - CORRECT ANSWER - competitive bidding selection
- best value selection
- qualification-based selection
- sole-source selection
Competitive bidding selection - CORRECT ANSWER Low Price. DBB.
A+B Bidding--> A=cost; B=time
Sometimes requires pre-qualifications to bid (ensure that GC qualifies) or bond purchase (sureties only sell to reliable
GC)
Prevalent in public firms.
Popular due to simplicity.
Quality of design package makes or breaks the effectiveness. Also, differing site conditions.
Often incorporates value engineering (VE) change proposals
Best Value Selection - CORRECT ANSWER Multi-criteria. Any PDM.
Usually RFP-->RFQ
Qualification-based Selection - CORRECT ANSWER Multi-criteria. De-emphasizes price.
Sole-Source Selection - CORRECT ANSWER GC selected because only they are capable. Non-Competitive.
Contractual relationship with designer - CORRECT ANSWER trust-based
Contractual relationship with contractor - CORRECT ANSWER arm's length
Three types of contracts - CORRECT ANSWER prime contracts, subcontracts, other contracts
Prime Contract - CORRECT ANSWER agreement between owner + other party
defines rights/obligations of each signatory party
Private owners tend to negotiate contracts more
Public owners rarely negotiate anything that may have affected selection
, Subcontract - CORRECT ANSWER contract following prime contracts, does not involve owner
defines rights/obligations of each signatory party
mirrors details of prime contract to streamline process
Other contracts - CORRECT ANSWER e.g. joint venture bw subs
Contractual agreement - CORRECT ANSWER main document
Incorporation of reference - CORRECT ANSWER incorporates other contractual documents to contractual
agreement
General conditions - CORRECT ANSWER describes operating procedures used on all owner's projects of similar
type
Special conditions - CORRECT ANSWER describes operating procedures unique to the requirements for the
project
Construction drawings - CORRECT ANSWER graphical description of project, including geometrical information
and materials
Construction specification - CORRECT ANSWER textual description of project, includes:
- additional material info
- quality acceptance processes
- other performance expectations
Organized by CSI MasterFormat
Who - CORRECT ANSWER signatory contractual parties, any relationships to other parties
What - CORRECT ANSWER work to be performed
Where - CORRECT ANSWER location of project
How much - CORRECT ANSWER pricing method, including contact price (if known)
process to evaluate reimbursement cost
fees to be awarded
How to get paid - CORRECT ANSWER payment method, processes to obtain progress/final payments
Other hows - CORRECT ANSWER contract administration:
- changes to contract
- disputes
- unforseen circumstances
- design flaws
- contract termination
Standard contracts - CORRECT ANSWER can be adapted to a specific project by filling in the blanks
Include:
- AIA Contracts (American Institute of Architects)
- ConsensusDocs
- NAHB Contracts (National Association of Home Builders): Residential
- Engineers Joint Contract Documents Committee (EJCDC) Contract Documents
Questions and CORRECT Answers
Project - CORRECT ANSWER unique, temporary
Sustainable project - CORRECT ANSWER balance--> social, economic, environmental
Project participants - CORRECT ANSWER project owners/end users, design firm, construction firm
Pillars of Success + Foundations - CORRECT ANSWER Cost, Safety, Quality, Time
- Document Control, Communication, Organization, Coordination
Project Phases - CORRECT ANSWER Planning, Design, Construction, Operations
Planning Phase - CORRECT ANSWER realize a need, perform analysis
Design - CORRECT ANSWER schematic design --> drawings, estimate
Subsection: design development
Design Development - CORRECT ANSWER construction documents
Construction - CORRECT ANSWER Planning + Start-Up, Execution, Control/Admin, Close-out
Pre-Construction Activities - CORRECT ANSWER selecting subs, estimates, review of construction documents
Build to Use - CORRECT ANSWER Use and Retain
- builds and owns facility
e.g. Custom House
Build to Lease - CORRECT ANSWER Lease and Retain
- retain ownership, leases out use
e.g. Strip Mall
Build to Sell - CORRECT ANSWER Lease and Transfer
- transfer ownership, lease out use
e.g. Residential Developer
Sell to Lease - CORRECT ANSWER RARE
- transfer ownership, personally lease out
If owner needs to cash out on equity, then rent facility
General Contractor - CORRECT ANSWER Planning, coordination.
Generalist.
Self-performs some work, subs out the rest
Construction Manager - CORRECT ANSWER Like general contractor, doesn't self-perform work
Heavy-Civil Contractor - CORRECT ANSWER Self-performs most tasks
Agency Construction Manager - CORRECT ANSWER coordinate with subs that contract directly with owner
assist project owners as consultants
,An out-of-house owner's representatives
AHJ - CORRECT ANSWER Authority having Jurisdiction
e.g. inspectors, enforcers of code
Insurance Companies - CORRECT ANSWER analyze, establish premium price to assume designer/general
contractor liability
Construction Sureties - CORRECT ANSWER analyze, decide if risk low enough to issue bond
Bid Bond - CORRECT ANSWER assures the owner that contractor is submitting price proposal that is accurate
Performance bond - CORRECT ANSWER protects owner if general contractor is unable to fulfill contractual
obligations
a promise to fulfill contractual obligations
Payment bond - CORRECT ANSWER assures owner that general contractor will pay subcontractor, direct labor,
material supplies
Owner's Representative - CORRECT ANSWER in-house representation/decision-making owner's behalf
Designer of Record - CORRECT ANSWER submits building permit request
Lead Designer - CORRECT ANSWER Overseer/Manager of design staff
Journey-Level Craftsmen - CORRECT ANSWER fully qualified, experienced workers in their staff
Obligee - CORRECT ANSWER Project Owner
asks that principle submit bond
Principle - CORRECT ANSWER General Contractor
requests that surety issue bond to obligee on their beaf
Surety - CORRECT ANSWER Bonding Company
issues bond to obligee on principle's behalf
Design-Bid-Build - CORRECT ANSWER designer awarded contract BEFORE design complete
GC awarded contract AFTER design complete
Construction Manager at Risk - CORRECT ANSWER designer awarded contract BEFORE design complete
GC awarded contract AFTER design is 60%-90% complete
Similar to Agency CM, but legally like a contractor
Progressive Design-Build - CORRECT ANSWER Designer and GC contracted together after design is 60%-90%
Two-step contracting process
Competitive Design-Build - CORRECT ANSWER Designer and GC contracted together after design is 10%-30%
complete
,Early designs are bid out to be completed by other design constultants
Bridging Design-Build - CORRECT ANSWER Designer and GC contracted together after design is 80%-100%
complete
Designs constitute basis of contract
Integrated Project Delivery - CORRECT ANSWER one, multi-player contractual agreement
Project Delivery - CORRECT ANSWER act of achieving project objectives
Procurement - CORRECT ANSWER act of purchasing external services and materials
Contracting - CORRECT ANSWER establishing contract of services and materials
Force Account - CORRECT ANSWER owner self-performs a scope
Multi-Prime Contracting - CORRECT ANSWER self-performs GC coordination role
Procurement Selection Methods - CORRECT ANSWER - competitive bidding selection
- best value selection
- qualification-based selection
- sole-source selection
Competitive bidding selection - CORRECT ANSWER Low Price. DBB.
A+B Bidding--> A=cost; B=time
Sometimes requires pre-qualifications to bid (ensure that GC qualifies) or bond purchase (sureties only sell to reliable
GC)
Prevalent in public firms.
Popular due to simplicity.
Quality of design package makes or breaks the effectiveness. Also, differing site conditions.
Often incorporates value engineering (VE) change proposals
Best Value Selection - CORRECT ANSWER Multi-criteria. Any PDM.
Usually RFP-->RFQ
Qualification-based Selection - CORRECT ANSWER Multi-criteria. De-emphasizes price.
Sole-Source Selection - CORRECT ANSWER GC selected because only they are capable. Non-Competitive.
Contractual relationship with designer - CORRECT ANSWER trust-based
Contractual relationship with contractor - CORRECT ANSWER arm's length
Three types of contracts - CORRECT ANSWER prime contracts, subcontracts, other contracts
Prime Contract - CORRECT ANSWER agreement between owner + other party
defines rights/obligations of each signatory party
Private owners tend to negotiate contracts more
Public owners rarely negotiate anything that may have affected selection
, Subcontract - CORRECT ANSWER contract following prime contracts, does not involve owner
defines rights/obligations of each signatory party
mirrors details of prime contract to streamline process
Other contracts - CORRECT ANSWER e.g. joint venture bw subs
Contractual agreement - CORRECT ANSWER main document
Incorporation of reference - CORRECT ANSWER incorporates other contractual documents to contractual
agreement
General conditions - CORRECT ANSWER describes operating procedures used on all owner's projects of similar
type
Special conditions - CORRECT ANSWER describes operating procedures unique to the requirements for the
project
Construction drawings - CORRECT ANSWER graphical description of project, including geometrical information
and materials
Construction specification - CORRECT ANSWER textual description of project, includes:
- additional material info
- quality acceptance processes
- other performance expectations
Organized by CSI MasterFormat
Who - CORRECT ANSWER signatory contractual parties, any relationships to other parties
What - CORRECT ANSWER work to be performed
Where - CORRECT ANSWER location of project
How much - CORRECT ANSWER pricing method, including contact price (if known)
process to evaluate reimbursement cost
fees to be awarded
How to get paid - CORRECT ANSWER payment method, processes to obtain progress/final payments
Other hows - CORRECT ANSWER contract administration:
- changes to contract
- disputes
- unforseen circumstances
- design flaws
- contract termination
Standard contracts - CORRECT ANSWER can be adapted to a specific project by filling in the blanks
Include:
- AIA Contracts (American Institute of Architects)
- ConsensusDocs
- NAHB Contracts (National Association of Home Builders): Residential
- Engineers Joint Contract Documents Committee (EJCDC) Contract Documents
