Preconstruction Activities

1-5) what are the 5 major types of project delivery systems?
6) regardless of the project delivery system, the arch's duties will always include:

* (see ch 3 for methods of delivery & ch 5 for arch responsibilities)

DESIGN-BID-BUILD
1) traditional method where the arch's responsibilities are to:
2) contract for arch's work is based on:
3) in this delivery method, the arch's preconst. responsibilities are:

- DBB delivery method steps
1) contract docs are put out to bid &:
2) (__) is signed
3) the contractor constructs the bldg & the arch:

1) "competitive bidding" is popular w/ owners b/c:
2) competitive bidding should be done w/in clear guidelines to protect the owner from:
3) for public agencies, (__) bidding is mandatory
4) some jurisdictions for public funding, (VBS) "calue-based selection" is allowed which is where:

1) an oth option is the "negotiation" process where:
2) thru negotiation a contractor can be selected by:
3) the arch may assist w/ (__) at the owner's request

1) during the negotiation process, contractors may pt out:
2) even if agrmt is negotiated w/ gen. contractor, subs may still:

PREQUALIFICATION OF BIDDERS
1-7) bidding can be open to any contractor or a restricted list prequalified by owner based on the following info submitted:

1) when prequalification is allowed in public work, it's typ based on:
2) prequalification purpose is to show what contractors meet standards of:

ADVERTISING FOR BIDS
1) when contractors are permitted to submit a bid, an "advertisement for bid" (typ written by arch) is:
2) when contractors must be prequalified:

-an advertisement for bid should include:
1) fact that a call for bids is being made
2) the project name & location
3) names & addresses of owner/ arch
4) brief description of the project w/ bldg type, size, principal const. mat.'s + systems, & oth pertinent info
5) when & where bids are due
6) where bid docs may be viewed

1) advertising for bids is usually req.'d for:
2) these clients ^ may have specific guidelines for:
3) private work can be publicly advertised if
4) an invitation to bid for prequalified bidders contains what info?

AVAILABILITY OF BID DOCS
1) ea. bidder receives the req.'d docs:
2) gen. practice to req. prospective bidders to give a:

1-4) if a list of selected bidders is in place, them, their subs, & mat. suppliers can receive docs by:

ADDENDA
1) an "addendum" is a:

1) addenda are the instruments in which to make change during the bidding process like:
2) when an addendum is issued, it's transmitted to all register bidders w/in:

PRE-BID CONFERENCE
1) this is a meeting where bidders can:
2) these meetings are very useful for what type of project?
3) very large projects may hold separate meetings for who:
4) during meetings, notes should be taken, distributed to all present or not, &:

BID OPENING
1) what type of work req.'s bids to be opened & read publicly?
2) instructions to bidders states what about openings?
3) AIA Doc A701 "Instructions to Bidders" states bids received late must be:

1) public bid openings are conducted by:
2) bids are read aloud noting any:
3) the arch prepares a bid log to what?
4) the bid log should be made available to:
5) decision of award is usually w/in (__) days & the arch shouldn't announce what?

EVALUATION & AWARDING OF BID
1) what is included w/ checking bids by arch+owner?
2) the owner+arch don't only look for lowest proposed contract sum but also review:

1) the owner has the right to reject any/ all bids including ones that:
2) after bids are opened & bidder discovers a clerical/ mathematical error was made they can:
3) final decision of selection should be sent to:

-if all bids exceed budget, & owner-arch agrmt fixes a limit on const., the owner can do 1 of 4 things:
1) owner may rebid the project, req. arch to assist a 2nd time in process w/ no + compensation - unless the market is rapidly changing, w/out revising scope/ details, typ doesn't result in a significant cost reduction

BIDDING DOCUMENTS
1) the arch typ prepares bidding docs using:
2) if arch isn't familiar w/ client provided forms they should:
3) although bidding docs are in project manual, they aren't part of:

-bidding documents typ include:

1) advertisement or invitation to bid
2) instructions to bidders
3) supplementary instructions to bidders (if any)

-bidding docs sometimes include:
1) qualification forms
2) proposed subcontractor list
3) cert. of insurance
4) cert. of compliance w/ applicable laws & regulations
5) + info available like geotechnical data

INSTRUCTIONS TO BIDDERS

1) the "instructions to bidders" outlines the
2) which doc. is often used for this^

INSTRUCTIONS TO BIDDERS INCLUDES:
1) "bidder's representations" - bidder represents the docs have been read & understood, plans + specs reviewed, site has been visited to understand work to take place, understands bid is based on mat.'s, equip., systems req'd by bidding docs w/out exception

INSTRUCTIONS TO BIDDERS INCLUDES:
3) "interpretation of correction of bidding docs" - req.'s contractor to study docs & examine site & local cond.'s, & report to arch any inconsistencies discovered, if clarification is needed, written request must be 7 to arch days before bid, & arch makes addendum & sends to all bidders which must acknowledge it on bid form

INSTRUCTIONS TO BIDDERS INCLUDES:
5) "addenda" - must be transmitted to all bidders & made available for inspection wherever bidding docs are on file for that purpose, issued no later than 4 days prior to bid

7) "modification or withdrawal of bid" - bids may not be modified after the designated bid time & date, but before it can be in writing over signature of bidder which signifies original bid cannot be used, receiver of bids must date & time stamp request, & withdrawn bids can be resubmitted if they fully conform w/ Instructions to Bidders

INSTRUCTIONS TO BIDDERS INCLUDES:
9) "post-bid information" - after the bid's awarded, the contractor submitting the low bid must submit to the arch
9a) AIA Doc A305 "Contractor's Qualifications Statement"
9b) summary of the work to be performed w/ contractor's own forces

INSTRUCTIONS TO BIDDERS INCLUDES:
10) if successful bidder requests, the owner must supply bidder w/ reasonable evidence that financial arrangements have been made to fulfill the owner's obligations, no later than 7 days prior to expiration of time for bid withdrawals

BID FORMS
1) to ensure all bids will be in identical format for ease of arch/ owner comparing bids, there should be:
2) bid forms should contain space for the
3) bidder should have space to list & acknowledge receipt of any:
4) bid forms must be signed by:

BID SECURITY
1) bid security is req.'d to ensure that the successful bidder will:
2) bid security may be in the form of:
3) if successful bidder doesn't enter into agrmt, bid security can be used to:
4) amt of bid security is set as:

PERFORMANCE BONDS
1) a performance bond is a statement by:

1) performance bonds are mandatory on:
2) the cost of the performance bond is paid by who & typ include in (__) price
3) the arch/ owner must verify the bond is written by a surety who is:

LABOR & MATERIAL PAYMENT BONDS
1) performance bonds don't req. payment for:
2) b/c of ^ (__) can file (__) against the property or:

*Practice Question
- Which kind of project delivery method is the arch's duties/ responsibilities during preconstruction most limited?
1) const. manager as adviser 2) design-bid-build 3) design-build 4) integrated project delivery

CONSTRUCTION MANAGER AS ADVISOR
- CM can fulfill the following duties:
1) advising on constructability issues
2) providing cost estimating
3) est. the project sch
4) managing the const. contracts
5) making early mat. purchases of items w/ long lead times

1) when owner uses CM as adviser, responsibilities of arch are governed by:

1) owner has the option to complete the project w/
2) under AIA Doc B132, rolls of arch is sim to design-bid-build w/ exceptions like:

1) the arch submits a sch of the design services for:
2) what does the CM use for a basis of prelim cost estimating?
3) to meet owner req.'s, arch must consider (__) from the CM
4) what process cont.'s thru the DD phase?

1) if CM's estimate of cost of work exceeds owner's budget prior to conclusion of DD, then the arch must:
2) if the CM's estimate at the conclusion of DD exceeds owner's budget, the owner has 3 options:

1) if owner decides to revise the program, scope, or quality, the arch must:
2) arch's proceed to traditionally complete CD's after the owner has:
3) once CD's are completed the project is then:

1) if the project is bid, the arch's roll is:
2) if the project is negotiated, the arch:
3) if negotiated, once the contractor selection is made the project proceeds:

1-3) what are the major difference btwn the CM as adviser & the CM as constructor?

CONST. MANAGER AS CONSTRUCTOR
1) when owner chooses to hire a const. co. that also prov.'s const. mgmt services, the arch's responsibilities are in AIA Doc:
2) in this agrmt, the arch's rolls are sim. to DBB w/ exceptions like:

1) what is not part of the arch's roll under AIA Doc B133?
2) what does the CM use for beginning to est. a proposal or cost estimate?
3) to meet owner's req.'s, the arch must consider owner's & CM's suggestions for:

1) if the CM's estimate of cost of work exceeds owner's budget prior to conclusion of DD, the arch must:
2) if CM's estimate at conclusion of DD exceeds owner's budget, owner has 3 options:

1) if owner chooses to revise program, scope, quality, then in CD's:
2) the arch can proceed to complete CD's w/ traditional DBB approach after the owner has:
3) under const. manager as constructor method, the basis of payment is:

1) at a time mutually agreed on by the owner & CM, the CM prepares:
2) ^afterwards, the arch assists the owner in reviewing the doc, but is not responsible for:

DESIGN-BUILD
1) when the owner uses a design-build & the arch serves as a consultant to the design-builder, the arch's roll is stated in:
2) if arch contracts w/ design-builder to only prov. design services then:

1) if arch contracts w/ design-builder to provide const. procurement services then:
2) if proposed cost of work for arch's portion of project exceeds the lowest bona fide bid or negotiated proposal, the design-builder has 4 options:

*Practice Question
-in addition to making a base bid for a project as specified, ea. contractor is asked to state how much less his bid will be if 8 large twin wndws shown in dwgs are replaced w/ smaller casement wndws, this is an ex. of: 1) add alternates 2) allowances 3) deduct alternates 4) reduction

INTEGRATED PROJECT DELIVERY
1) when the owner uses the IPD ^ method, the arch's responsibilities are defined by AIA docs depending on what type of approach is used:
2) w/ any of these ^ approaches, the roles/ responsibilities of the arch during preconst.

1) if transitional forms are used, the docs governing the arch's involvement during preconst. are:
2) "agency review" includes:

1) how can the agency review process be streamlined?
2) the arch's role during this phase is limited to:
3) "buyout" is the process of:

1) there is no major bidding or negotiating in IPD in the traditional way b/c:
2) the arch may be req.'d to:
3) who is gen. responsible for finalizing remaining bidding or negotiation efforts prior to start of const.?

CONTRACTOR SELECTION
1) when project delivery is based on DBB process, contractor is selected typ by:
2) the arch typ has a role to assist w/ contractor selection when the project is:
3) what doc can be used by arch/owner in addition to personally interviewing?

- things arch should consider in contractor selection assistance
1) cost
2) previous experience in project type being built
3) references from past clients
4) experience of personnel
5) sufficient personnel to complete the project

- things arch should consider in contractor selection assistance
10) history of work w/ subcontractors & vendors
11) history of ability to complete jobs on time & on budget

COST CTRL IN DESIGN-BID-BUILD
1) in this project delivery method, the arch has limited ability to:
2) for most of DBB, the cost of const. is:
3) when does owner receive a firm price on project?
4) the arch doesn't & can't guarantee what about final const. cost?

1-6) the price a contractor is willing to submit to an owner is dependent on:
7) bidding is also affected by:

1) if the local economy is depressed, how does this affect bidding?
2) when work is plentiful & the local economy is strong, how does this affect bidding?
3) how can the owner account for market cond.'s?

1) what may a contractor do to cover unforeseen items if dwgs & spec's seem poorly prepared?
2) the quality of contract docs by the arch & owner can affect:
3) what can help give a contractor more confidence when choosing to submit a bid?

1) what is an "alternate?"
2) what are examples of alternates?

1-2) what do alternates allow the owner to do?
3) why don't alternates significantly lower total project cost at bidding typ?

1) when is an alternate called an "add alternate?"
2) when is an alt called a "deduct alternate?"
3) alt's shouldn't be used in place of (__) b/c they're more time consuming for arch & bidders
4) when bids are evaluated, selected alts should be considered in:

1) what are "unit prices?"
2) units prices are a basis to determining:
3) where are unit prices listed?
4) ex - if full extent of paving is unknown at time of bidding, unit price can:

1) if unit prices are used when work is deleted from the contract then the amt of credit is:
2) what is an "allowance?"

1) what is the purpose of having an allowance for bidding?
2) where is an allowance/s stated?
3) what costs must the contractor add to the allowance?
4) if cost of allowance is more or less than original estimate, what happens?

1) when can value engineering/ analysis be used?
2) when is VE considered an additional service?

COST CTRL IN CONST. MGMT P.D.
1) when a project has a const. manager, the arch doesn't have responsibility for:
2) AIA Doc B133 req's the arch work w/ the CM to:
3) prior to the owner's acceptance of GMP or ctrl estimate, the arch prov.'s

COST CTRL IN DESIGN-BUILD P.D.
1) extent that arch is involved in cost ctrl during preconst. is based on:
2) if contracted, B143 may req. arch to prov. evaluation of:

1) if project is bid, the B143 may req. arch to prov.
2) how may the design-builder be paid by the owner?
3) if design-builder contracts w/ arch, the arch's work should

1-4) if estimated cost for arch's portion exceeds budget after const. docs are done, the design builder has 4 options:

COST CTRL IN INTEGRATED P.D.
1) under the integrated method, how can the arch adjust costs during preconst.?
2) adjustments here are gen. unnecessary b/c of:
3) if changes or substitutions need to be made to maintain the GMP then: