Podcast
Questions and Answers
Which items are essential to include in the minutes of a meeting?
Which items are essential to include in the minutes of a meeting?
- Project budget and funding sources
- Meeting location and refreshments served
- List of attendees and decisions made (correct)
- Historical context and previous meeting notes
What is the primary purpose of a transmittal?
What is the primary purpose of a transmittal?
- To summarize meeting discussions
- To record and document transmitted information (correct)
- To schedule future meetings
- To evaluate team performance
What should be included if multiple actions arise from a meeting?
What should be included if multiple actions arise from a meeting?
- A summary of irrelevant discussions
- Detailed descriptions of every attendee's thoughts
- A flow chart identifying the sequence of actions (correct)
- Personal opinions about the project's direction
What is a best practice regarding actions completed since a previous meeting?
What is a best practice regarding actions completed since a previous meeting?
When recording information transmitted via a transmittal, what must be documented?
When recording information transmitted via a transmittal, what must be documented?
What is the primary purpose of the forms provided in the Handbook?
What is the primary purpose of the forms provided in the Handbook?
Which of the following is NOT mentioned as a form required for managing architectural projects?
Which of the following is NOT mentioned as a form required for managing architectural projects?
What is a memorandum primarily used for within an architectural practice?
What is a memorandum primarily used for within an architectural practice?
What information should ideally be included in a memo?
What information should ideally be included in a memo?
Which form would be critical for tracking expenditures from a contingency fund?
Which form would be critical for tracking expenditures from a contingency fund?
When is email considered an appropriate format for communication?
When is email considered an appropriate format for communication?
What should be included in a memorandum when it is distributed outside the architectural practice?
What should be included in a memorandum when it is distributed outside the architectural practice?
Which of the following best describes how the Handbook utilizes forms?
Which of the following best describes how the Handbook utilizes forms?
What is a key aspect of minutes of meetings?
What is a key aspect of minutes of meetings?
What is NOT a recommended practice when writing a memorandum?
What is NOT a recommended practice when writing a memorandum?
Which pieces of information are included in the Bid Documents Distribution List?
Which pieces of information are included in the Bid Documents Distribution List?
What should you do if a message is lengthy and requires a formal style?
What should you do if a message is lengthy and requires a formal style?
What is the required time frame for distributing addenda before the bid closing?
What is the required time frame for distributing addenda before the bid closing?
Which of the following statements best represents the Handbook's approach to standardized forms?
Which of the following statements best represents the Handbook's approach to standardized forms?
Which scenario is a situation where email communication should be avoided?
Which scenario is a situation where email communication should be avoided?
What critical component should the minutes of a meeting include related to attendees?
What critical component should the minutes of a meeting include related to attendees?
What is one of the main purposes of issuing addenda?
What is one of the main purposes of issuing addenda?
Which of the following must be included in a Bid Documents Distribution List?
Which of the following must be included in a Bid Documents Distribution List?
What is a common misconception about using email for communication?
What is a common misconception about using email for communication?
What should addenda specifically clarify or correct in the bid documents?
What should addenda specifically clarify or correct in the bid documents?
What should be included in the body of a memo?
What should be included in the body of a memo?
What is the purpose of the Supplemental Instruction Form?
What is the purpose of the Supplemental Instruction Form?
Which of the following correctly describes a Change Directive?
Which of the following correctly describes a Change Directive?
What information might you find in Chapter 6.6 – Contract Administration?
What information might you find in Chapter 6.6 – Contract Administration?
Which of these forms specifically relates to changes proposed during a contract?
Which of these forms specifically relates to changes proposed during a contract?
What is the likely content of a Warranty Notice?
What is the likely content of a Warranty Notice?
When dealing with changes in a contract, what is the function of a Change Order?
When dealing with changes in a contract, what is the function of a Change Order?
What document might be utilized for summarizing changes that have occurred during a project?
What document might be utilized for summarizing changes that have occurred during a project?
What is likely included in a Product Warranty Notice?
What is likely included in a Product Warranty Notice?
Study Notes
Overview
- Forms exist to help architects manage projects efficiently
- Some forms are necessary to fulfill contractual requirements
- Certain forms are available digitally
- The RAIC Handbook does not offer duplicates of forms found in CCDC 24
Basic Forms
- Survey Requirements
- Index of Drawings/Sketches
- Index of Drawing Revisions
- Index of Subcontractors
- Index of Minutes of Meetings
- Index of Field Review Reports
- Record of Committed Funds
General Communications
- Memorandum (Memo):
- Note used for informal communication, but can be formal
- Transmits, confirms, records, and files information
- Acts as a reminder for tasks
- Contains: recipient, sender, date, date due, project details, subject, text, attachments
- E-mail:
- Ideal for short, concise messages to multiple recipients
- Less suitable for lengthy, detailed, or formal communication
- Not recommended for addressing conflict or sensitive topics
- Use a memo with a brief e-mail for longer messages
- Minutes of Meeting:
- Document events, actions, and resolutions from meetings, calls, or conferences
- Include purpose, attendees, assigned actions, and follow-up details
- Include: project details, date, location, purpose, attendees, copy recipients, decisions, actions, due dates, assignees
- Transmittal:
- Track routing of drawings, specifications, shop drawings, samples, literature
- Record transmission details and expected actions upon receipt
- Include: project details, date, expected action, routing details
- Bid Documents Distribution List: Includes project details, bid closing, contact info for bidders, document sets details
Procurement Forms
- Stipulated Price Contract Bid Form:
- Refer to Chapter 6.5 and CCDC 23 for information on developing a bid form
- Addendum:
- Provides additional or revised information for bid documents
- Correct or clarify information, including instructions
- Distributed uniformly to all bidders before the bid closing
- Refer to Chapter 6.5 and CCDC 23 for more details
Contract Administration Forms
- Supplemental Instructions:
- Refer to CCDC 24 for purpose, guide, and sample form
- Use explained in Chapter 6.6
- Proposed Change:
- Refer to CCDC 24 for purpose, guide, and sample form
- Application and use explained in Chapter 6.6
- Change Order:
- Refer to CCDC 24 for purpose, guide, and sample form
- Application and use explained in Chapter 6.6
- Combined Proposed Change and Change Order:
- Refer to CCDC 24 for purpose, guide, and sample form
- Change Directive:
- Refer to CCDC 24 for purpose, guide, and sample form
- Application and use explained in Chapter 6.6
- Summary of Changes:
- Refer to CCDC 24 for purpose, guide, and sample form
- Notice:
- Refer to CCDC 24 for purpose, guide, and sample form
- Warranty Notice:
- Refer to CCDC 24 for purpose, guide, and sample form
- Product Warranty Notice:
- Refer to CCDC 24 for purpose, guide, and sample form
Studying That Suits You
Use AI to generate personalized quizzes and flashcards to suit your learning preferences.
Related Documents
Description
This quiz explores essential forms utilized by architects to manage projects effectively. It covers both necessary contractual forms and communication protocols such as memos and emails. Test your knowledge on the various types of forms and their purposes in project management.
