CM 4221 MIDTERM STUDY GUIDE
Project Lifecycle - Answer -1) Establish the Need
2) Engineering & Design
3) Bidding & Award
4) Construction
5) Project Close-out
6) Operation and Maintenance
Project Lifecycle - Engineering and Design - Answer -- Hire primary design team
- develop project layout
- manage planning and scope
Environmental Impact Statement - Answer -"EIS" - submitted by the designer only if
needed
Scoping - Answer -Management Activity: One of the most important responsibilities of
the owner and sets design objectives for A/E
Letter of Intent (LOI) - Answer -When an owner issues a notice of award to the winning
contractor.
Notice to Proceed - Answer -Contractor can legally start work when the owner gives
this
Certificate of Occupancy - Answer -Granted once final inspections are passed
Project Close Out - Answer -Retainage is paid, wavier on liens once all parties have
been paid, and warranty period begins
Commissioning - Answer -Done throughout industrial projects but completed at project
close out on commercial projects. Basically a "check" that all appliances and other
materials meet the specs and work properly. Performed by independent agents (3rd
party). Focuses on MEP.
Warranty - Answer -Contractor warrants certain aspects from failure/repair during
project closeout. Usually a set time period.
O & M Manuals - Answer -Provided by contractor to owner that outlines the project and
includes info on performing services & repairs to project components.
As-built documentation - Answer -Records all actual info for future repairs during
project closeout
, Project delivery system - Answer -The contractual relationships between the project
team members. Determines when project team members are needed and when they
are procured. One of the first key risk management issues.
Delivery Methods - Answer -Design Bid Build, multi-prime contracting, CM at Risk,
Design build, Integrated Project Delivery.
Management Methods - Answer -Agency Construction Management & Program
Management
Procurement Methods - Answer -Low-Bid, Best Value, Qualifications Based
Design Bid Build - Answer -Owner has separate contracts with prime architect and
general contractor. Construction costs known prior to starting work, works well with
conventional construction projects, contractor absorbs most construction risks. Lack of
construction input during design, competitive atmosphere creates adversarial
relationships, lowest bid award creates marginal subcontractors, and unethical bidding
practices.
Multi-Prime Contracting - Answer -Owner has separate contracts with MULTIPLE
contractors AND a prime architect. More control of project by the owner (acts as GC),
ease in phasing the project and potential cost savings. Multiple contracts create many
phases to manage, gradual determination of final cost, tension over project leadership,
additional owner resources needed and safety can suffer.
CM at Risk Method - Answer -Owner has separate contracts with construction
manager/general contractor and architect/engineer. Construction input during design,
useful for complex and high risk projects (innovation), reduction is constructibility risks
and the owner has more design control. Difficulty in negotiating GMP, project costs not
known until late in engineering and design phase, no contract between construction firm
and designer and additional fees required for construction firm during design.
Design Build Method - Answer -Owner has one contract with design/builder firm.
Construction input during design, useful on large and complex projects, allows for
innovation and completes projects faster (fast-track projects). Lack of input by the owner
in design and construction, reduced owner control, total project cost may be unknown
until construction phase, less competition during bidding and potential to be difficult to
estimate.
Design Build firm - Answer -one company, joint venture, contractor led or designer led
Design Build Operate Maintain (DBOM) - Answer -Design builder provides O&M
services for a set period of time.
Build Operate Transfer (BOT) - Answer -Design Build Finance Operate Maintain and
commonly called Public-Private Partnerships
Project Lifecycle - Answer -1) Establish the Need
2) Engineering & Design
3) Bidding & Award
4) Construction
5) Project Close-out
6) Operation and Maintenance
Project Lifecycle - Engineering and Design - Answer -- Hire primary design team
- develop project layout
- manage planning and scope
Environmental Impact Statement - Answer -"EIS" - submitted by the designer only if
needed
Scoping - Answer -Management Activity: One of the most important responsibilities of
the owner and sets design objectives for A/E
Letter of Intent (LOI) - Answer -When an owner issues a notice of award to the winning
contractor.
Notice to Proceed - Answer -Contractor can legally start work when the owner gives
this
Certificate of Occupancy - Answer -Granted once final inspections are passed
Project Close Out - Answer -Retainage is paid, wavier on liens once all parties have
been paid, and warranty period begins
Commissioning - Answer -Done throughout industrial projects but completed at project
close out on commercial projects. Basically a "check" that all appliances and other
materials meet the specs and work properly. Performed by independent agents (3rd
party). Focuses on MEP.
Warranty - Answer -Contractor warrants certain aspects from failure/repair during
project closeout. Usually a set time period.
O & M Manuals - Answer -Provided by contractor to owner that outlines the project and
includes info on performing services & repairs to project components.
As-built documentation - Answer -Records all actual info for future repairs during
project closeout
, Project delivery system - Answer -The contractual relationships between the project
team members. Determines when project team members are needed and when they
are procured. One of the first key risk management issues.
Delivery Methods - Answer -Design Bid Build, multi-prime contracting, CM at Risk,
Design build, Integrated Project Delivery.
Management Methods - Answer -Agency Construction Management & Program
Management
Procurement Methods - Answer -Low-Bid, Best Value, Qualifications Based
Design Bid Build - Answer -Owner has separate contracts with prime architect and
general contractor. Construction costs known prior to starting work, works well with
conventional construction projects, contractor absorbs most construction risks. Lack of
construction input during design, competitive atmosphere creates adversarial
relationships, lowest bid award creates marginal subcontractors, and unethical bidding
practices.
Multi-Prime Contracting - Answer -Owner has separate contracts with MULTIPLE
contractors AND a prime architect. More control of project by the owner (acts as GC),
ease in phasing the project and potential cost savings. Multiple contracts create many
phases to manage, gradual determination of final cost, tension over project leadership,
additional owner resources needed and safety can suffer.
CM at Risk Method - Answer -Owner has separate contracts with construction
manager/general contractor and architect/engineer. Construction input during design,
useful for complex and high risk projects (innovation), reduction is constructibility risks
and the owner has more design control. Difficulty in negotiating GMP, project costs not
known until late in engineering and design phase, no contract between construction firm
and designer and additional fees required for construction firm during design.
Design Build Method - Answer -Owner has one contract with design/builder firm.
Construction input during design, useful on large and complex projects, allows for
innovation and completes projects faster (fast-track projects). Lack of input by the owner
in design and construction, reduced owner control, total project cost may be unknown
until construction phase, less competition during bidding and potential to be difficult to
estimate.
Design Build firm - Answer -one company, joint venture, contractor led or designer led
Design Build Operate Maintain (DBOM) - Answer -Design builder provides O&M
services for a set period of time.
Build Operate Transfer (BOT) - Answer -Design Build Finance Operate Maintain and
commonly called Public-Private Partnerships