Workbook - Domain 1.pdf

® Project Delivery Study Workbook Study Module 1 FUNDAMENTALS Competencies: 1A – Job roles and responsibilities of the four project teams 1B – Stages of facility life cycle with associated activities and documents 1C – Written formats 1D – Graphic formats 1E – Legal implications of contract document...

® Project Delivery Study Workbook Study Module 1 FUNDAMENTALS Competencies: 1A – Job roles and responsibilities of the four project teams 1B – Stages of facility life cycle with associated activities and documents 1C – Written formats 1D – Graphic formats 1E – Legal implications of contract documents 1F – Sustainable design and construction 12% of CDT® Exam Assess my Knowledge Jump to Module 1 Content 11 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook STUDY MODULE 1: Fundamentals Self-Assessment The learning objectives (LOs) for Study Module 1 are outlined as follows. Before starting this module, rate your confidence in your ability to achieve each objective. After you have completed this module, you will be prompted to return to this page and re-evaluate your confidence in your ability to achieve each objective. Rank how confident you are in your ability to: 1 Not at All Confident 2 Not Very Confident 3 Neither 4 Fairly Confident 5 Very Confident 1A | Job roles and responsibilities of the four project teams LO #1 Describe the four basic project teams who come together in a project LO #2 Describe the composition of each project team LO #3 Identify the responsibilities of each project team LO #4 Differentiate the basic responsibilities of each project participant LO #5 Summarize the principles of effective communication during project delivery LO #6 List the four “C’s” of effective communication 1B | Stages of facility life cycle with associated activities and documents LO #1 Identify the stages of the facility life cycle LO #2 Describe the activities for each of the facility life cycle stages LO #3 Identify the documents prepared during each of the facility life cycle stages LO #4 Identify the project participant responsible for each document prepared during each facility life cycle stage 1C | Written formats LO #1 Identify the written formats used for construction information LO #2 Describe what each written format provides LO #3 Describe the relationship between each written format (Self-assessment continues on next page) 12 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook STUDY MODULE 1: Fundamentals Self-Assessment (Continued) Rank how confident you are in your ability to: 1 Not at All Confident 2 Not Very Confident 3 Neither 4 Fairly Confident 5 Very Confident 1D | Graphic formats LO #1 Describe the purpose of the U.S. National CAD Standard (NCS) LO #2 Identify the four major components of the NCS LO #3 Describe the purpose of each NCS major component LO #4 Identify the Building Information Modeling (BIM) standard used in the U.S. 1E | Legal implications of contract documents LO #1 Describe the importance of design team coordination from a legal perspective LO #2 State the probable outcome of uncoordinated contract documents LO #3 State the rules used by courts when interpreting contract documents 1F | Sustainable design and construction LO #1 Describe green building according to the Environmental Protection Agency (EPA) LO #2 Describe sustainable design and construction best practices LO #3 Describe the responsibilities of team members regarding sustainability requirements Begin Module 1 Jump to Module 2 13 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook STUDY MODULE 1 | KNOWLEDGE DOMAIN 1: FUNDAMENTALS COMPETENCY 1A Job roles and responsibilities of the four project teams Learning Objectives (LOs) After completing this section you should be able to: LO #1: Describe the four basic project teams who come together in a project LO #2: Describe the composition of each project team LO #3: Identify the responsibilities of each project team LO #4: Differentiate the basic responsibilities of each project participant LO #5: Summarize the principles of effective communication during project delivery LO #6: List the four “C’s” of effective communication Reading List Read through the following before completing this section of the workbook. PDPG Sections 1.3 through 1.6 PDPG Section 1.13 14 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Related learning objective: 1A – Learning Activity #1 LO #1 - Describe the four basic project teams who come together in a project Write the name of the project team next to the corresponding description. PROJECT TEAM A: Contractor Team A: Owner Team A: Supplier Team A: Design Team DESCRIPTION Constructs a project to convert a design into a physical facility. Includes estimating, scheduling, subcontracting, and overall project management. Initiates the project; assumes the risk; provides funding, control, and management of the design and construction process; approves design and construction activities, and acts as the principal stakeholder. A wide variety of companies that furnish the materials and products for the project to be constructed; they typically do not install materials, but may be required to certify installers or observe installation for complicated work. Works with the owner to deliver a facility meeting the owner’s aspirations and requirements; transforms the owner’s vision from original concepts and ideas into the documentation required. Related learning objective: Project Team Composition The four basic project teams are composed of the following participants and stakeholders. OWNER TEAM DESIGN TEAM CONTRACTOR TEAM SUPPLIER TEAM Public and private owners, owner advisors, owner consultants, occupants, utility service providers, and authorities having jurisdiction. Architects, engineering consultants, and specialty consultants. Contractors and subcontractors. Manufacturers, distributors, suppliers, and fabricators. LO #2 - Describe the composition of each project team Answer Key Show / Hide Page Answers Toggle OFF to edit responses 15 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook 1A – Learning Activity #2 Match each responsibility to one of the four basic project teams and indicate which project participant is responsible for each item. Please note that this list is only a sampling of common project responsibilities and is not exhaustive. RESPONSIBILITY PROJECT TEAM RESPONSIBLE PARTICIPANT Related learning objectives: Arranges project financing Supplier Contractor Design Owner A: Owner Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Financial institutions Advises, assists, makes recommendations, and evaluates the design for compliance with the applicable building codes Supplier Contractor Design Owner A: Design Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Life safety consultant Answers technical inquiries from the design and construction teams, presents seminars, and performs other educational activities A: Supplier Supplier Contractor Design Owner A: Manufacturer’s technical employee Arranges sales appointments, quotes pricing information, takes purchase orders, and arranges for product shipment A: Supplier Supplier Contractor Design Owner A: Manufacturer’s sales employee A: Supplier Supplier Contractor Design Owner A: Distributors Supplier Contractor Design Owner Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Independent sales representative Buys, inventories, and resells materials, products, components, assemblies, and equipment that can be either fabricated or directly incorporated into projects Contracts with a manufacturer to promote products within a defined geographic area Designs the aesthetic and technical aspects of a project A: Supplier Supplier Contractor Design Owner LO #3 - Identify the responsibilities of each project team LO #4 - Differentiate the basic responsibilities of each project participant Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Design A: Architect Supplier Contractor Design Owner A: Contractor Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Estimator Determines the cost of the work Directs, manages, and coordinates the day-to-day activities of a construction project See PDPG Sections 1.3 – 1.6 for a full breakdown of project teams and responsibilities Answer Key Show / Hide Page Answers Toggle OFF to edit responses Supplier Contractor Design Owner A: Contractor Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Superintendent (Activity continued on next page) 16 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook (continued from previous page) RESPONSIBILITY Establishes, monitors, and maintains safety on the construction site Examines the soil strata beneath the surface of the ground and subsurface geological formations and makes recommendations for the design of the facility foundations Manages information about building technology and sciences Occupies the facility for which it was designed and constructed to conduct activities in accordance with its intended purpose Oversees the construction contract Provides general management of the contractor’s staff, suppliers, and subcontractors, and guides the project through the construction portion of the project delivery method Provides risk coverage Provides the labor, materials, and services required for the construction of a specific portion of the work Researches the market to determine what is important to buyers and decision makers Surveys land on which projects are constructed to document the existing conditions and features Technical and engineering designer of structures that resist or support static and dynamic loads PROJECT TEAM RESPONSIBLE PARTICIPANT Related learning objectives: LO #3 - Identify the responsibilities of each project team A: Contractor Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Safety director Supplier Contractor Design Owner A: Owner Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Geotechnical engineer Supplier Contractor Design Owner A: Design Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Specifier/knowledge manager Supplier Contractor Design Owner A: Owner Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Facility users Supplier Contractor Design Owner A: Design Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Construction contract administrator Supplier Contractor Design Owner Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee Supplier Contractor Design Owner A: Owner Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Insurance companies Supplier Contractor Design Owner A: Contractor Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Subcontractor A: Supplier Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Manufacturer’s marketing employee Supplier Contractor Design Owner A: Owner Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Surveyor A: Contractor LO #4 - Differentiate the basic responsibilities of each project participant A: Contractor’s project manager Answer Key Show / Hide Page Answers Toggle OFF to edit responses Supplier Contractor Design Owner A: Design Construction Architect Contractor's Facility Estimator Distributors Financial Geotechnical Independent Insurance Life Manufacturer's Safety Specifier/knowledge Structural Surveyor Superintendent Subcontractor safety director users institutions engineer companies consultant project sales contract engineer marketing sales technical representative manager manager employee administrator employee employee A: Structural engineer 17 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Related learning objectives: 1A – Learning Activity #3 Effective communication during the project delivery process is very important to the successful completion of a project. Communications may be oral, such as telephone calls, face-to-face meetings, or video conferences; however, oral communications should be followed with written documentation confirming decisions or interpretations. Whether oral or written, the effectiveness of any type of communication depends on the four “C’s” of communication. LO #5 - Summarize the principles of effective communication during project delivery LO #6 - List the four “C’s” of effective communication List each of the four “C’s” of communication next to their corresponding description. 4 “C’s” OF COMMUNICATION DESCRIPTION Use proper grammar and simple sentence construction to avoid ambiguity. A: Clear Do not leave out important information. A: Complete Present information accurately and precisely. Carefully select words that convey exact meanings. A: Correct Eliminate unnecessary words, but not at the expense of clarity, correctness, or completeness. A: Concise Answer Key Show / Hide Page Answers Toggle OFF to edit responses 18 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Related learning objectives: 1A – Case Study Mr. Burns is having a new convenience store built on the southwest corner of Maple Drive and 3rd Street. Merritt Design, PLLC prepared the construction documents that were reviewed and approved by the City of Appleton’s building department. Mr. Burns has worked with McGraw and Sons, Inc. in the past to build other convenience stores, and decides to award the construction contract to them to build this facility. During construction, the installer of the roofing system, Advanced Roofing, LLC, encounters a unique situation. The installer informs the on-site representative of McGraw and Sons, Mr. Dickinson, and he contacts Ms. Warner at Merritt Design. Ms. Warner then reaches out to SurePly, Inc., and they dispatch Mr. Turner to the project site to advise the installers from Advanced Roofing regarding the unique situation. The issue is resolved, and Mr. Dickinson makes note of the situation in his daily log. LO #1 - Describe the four basic project teams who come together in a project LO #2 - Describe the composition of each project team LO #3 - Identify the responsibilities of each project team LO #4 - Differentiate the basic responsibilities of each project participant Answer the following questions based on the Case Study. 1. Mr. Burns is which of the following? Public owner Facility manager Private owner Project management company 2. Which of the following is the subcontractor? McGraw and Sons, Inc. Merritt Design, PLLC Advanced Roofing, LLC SurePly, Inc. 3. Which of the following best describes Mr. Turner’s role in this situation? Subcontractor Distributor Manufacturer’s marketing employee Manufacturer’s technical employee 4. Which of the following best describes Ms. Warner’s role on this project? Construction contract administrator Roofing and waterproofing consultant Specifier Project designer 5. Which of the following best describes Mr. Dickinson’s role on this project? Contractor’s safety director Contractor’s Superintendent Contractor’s project manager Subcontractor 6. Which of the following teams is the City of Appleton’s building department a part of? Owner team Design team Contractor team Supplier team Answer Key Show / Hide Page Answers Toggle OFF to edit responses 19 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook STUDY MODULE 1 | KNOWLEDGE DOMAIN 1: FUNDAMENTALS COMPETENCY 1B Stages of facility life cycle with associated activities and documents Learning Objectives (LOs) After completing this section you should be able to: LO #1: Identify the stages of the facility life cycle LO #2: Describe the activities for each of the facility life cycle stages LO #3: Identify the documents prepared during each of the facility life cycle stages LO #4: Identify the project participant responsible for each document prepared during each facility life cycle stage Reading List Read through the following before completing this section of the workbook. PDPG Section 1.8.2 20 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook 1B – Learning Activity #1 Write the name of each stage of the Facility Life Cycle in the text boxes. Related learning objective: LO #1 - Identify the stages of the facility life cycle ANSWERS (in any order): Project Conception, Design, Construction Documents, Procurement, Construction, Facility Management. Answer Key Show / Hide Page Answers Toggle OFF to edit responses 21 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Related learning objective: 1B – Learning Activity #2 Match each activity from the word bank to the correct facility life cycle stage. 1. Project Conception 2. Design 3. Construction Documents 4. Procurement 5. Construction 6. Facility Management LO #2 - Describe the activities for each of the facility life cycle stages ANSWER KEY ACTIVITY WORD BANK 1. Project Conception Competitive Bidding/Proposing Construction Documents 2. Design Direct Purchase of Goods and Supplies 3. Construction Documents Programming Project Closeout Investigations Schematic Design Evaluation Programming Investigations Project Delivery Method Selection Mobilization Schematic Design O&M Site Evaluation and Selection Construction Contract Administration Site Evaluation and Selection Contract Negotiations Project Delivery Method Selection Design Development Design Development Construction Documents Occupancy 4. Procurement 5. Construction 6. Facility Management Competitive Bidding/Proposing Mobilization Occupancy Contract Negotiations Construction O&M Direct Purchase of Goods and Supplies Contract Administration Evaluation Answer Key Show / Hide Page Answers Toggle OFF to edit responses Project Closeout 22 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Related learning objectives: 1B – Learning Activity #3 Match each document to the facility life cycle stage in which it is prepared. Then, identify the project participant who is responsible for preparing each document. Please note that this list is only a sampling of construction documents and is not exhaustive. DOCUMENT Bid Form Post Occupancy Evaluation Project Schedule Outline Specifications Bid/Proposal Permits Certificate of Substantial Completion Construction Schedule FACILITY LIFE CYCLE STAGE RESPONSIBLE PARTICIPANT Project Facility Construction Procurement Design Conception Management A: Procurement Contractor Architect/Engineer Owner A: Owner Project Facility Construction Procurement Design Management A: FacilityConception Management Contractor Architect/Engineer Owner A: Architect/Engineer Project Facility Construction Procurement Design Management A: ProjectConception Conception Contractor Architect/Engineer Owner A: Owner Project Facility Construction Procurement Design Management A: DesignConception Contractor Architect/Engineer Owner A: Architect/Engineer Project Facility Construction Procurement Design Conception Management A: Procurement Contractor Architect/Engineer Owner A: Contractor Project Facility Construction Procurement Design Conception Management A: Construction Contractor Architect/Engineer Owner A: Contractor Project Facility Construction Procurement Design Conception Management A: Construction Contractor Architect/Engineer Owner A: Architect/Engineer Project Facility Construction Procurement Design Conception Management A: Construction Contractor Architect/Engineer Owner A: Contractor LO #3 - Identify the documents prepared during each of the facility life cycle stages LO #4 - Identify the project participant responsible for each document prepared during each facility life cycle stage Answer Key Show / Hide Page Answers Toggle OFF to edit responses 23 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Related learning objectives: 1B – Case Study #1 A new school project is currently in progress. Mr. Smith is currently preparing the detailed drawings and specifications, and Mr. Huntington has his legal staff reviewing the general and supplementary conditions he prepared. Answer the following questions based on Case Study #1. 1. At what stage of the facility life cycle is the project? Project Conception Construction Documents Design Procurement 2. Which of the following best describes Mr. Huntington’s role in this situation? Consultant Architect/engineer Owner Contractor 3. Which of the following best describes Mr. Smith’s role in this situation? Consultant Architect/engineer Owner LO #1 - Identify the stages of the facility life cycle LO #2 - Describe the activities for each of the facility life cycle stages LO #3 - Identify the documents prepared during each of the facility life cycle stages LO #4 - Identify the project participant responsible for each document prepared during each facility life cycle stage Contractor 1B – Case Study #2 Mr. Ayers is collecting costs from subcontractors for a bid that is due tomorrow according to the solicitation; however, Ms. Coates just prepared and issued the latest addendum that changes the bid date to the end of the week. Answer the following questions based on Case Study #2. 1. At what stage of the facility life cycle is the project? Project Conception Construction Documents Design Procurement 2. Which of the following best describes Mr. Ayers’ role in this situation? 3. Which of the following best describes Ms. Coates’ role in this situation? Consultant Consultant Architect/engineer Architect/engineer Owner Owner Contractor Contractor Answer Key Show / Hide Page Answers Toggle OFF to edit responses 24 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook STUDY MODULE 1 | KNOWLEDGE DOMAIN 1: FUNDAMENTALS COMPETENCY 1C Written formats Learning Objectives (LOs) After completing this section you should be able to: LO #1: Identify the written formats used for construction information LO #2: Describe what each written format provides LO #3: Describe the relationship between each written format Reading List Read through the following before completing this section of the workbook. PDPG Section 1.11.1 25 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Related learning objective: Written Formats The six written formats used for construction information are as follows. OmniClass ® MasterFormat ® PageFormat ® UniFormat ® SectionFormat ® PPDFormat ® Related learning objective: 1C – Learning Activity #1 LO #2 - Describe what each written format provides Match the descriptions to the correct written format and standard type. DESCRIPTION Organizes the content within a single specification section Organizes construction information based on physical parts of a facility called functional elements or systems and assemblies Standardizes the presentation of specification information on the printed page Standardizes preliminary project information using descriptions of basic systems and assemblies Classifies information applicable to the entire built environment WRITTEN FORMAT STANDARD TYPE Compositional PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: SectionFormat See PDPG Figure 1.3 for a hierarchy of formats Taxonomical Compositional PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: UniFormat Taxonomical Compositional PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: PageFormat Taxonomical Compositional PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: PPDFormat Taxonomical Compositional PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: OmniClass Organizes construction, operation, and maintenance information of a facility based on work results LO #1 - Identify the written formats used for construction information Taxonomical Answer Key Show / Hide Page Answers Compositional PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: MasterFormat Taxonomical Toggle OFF to edit responses 26 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Related learning objective: 1C – Learning Activity #2 LO #3 - Describe the relationship between each written format Identify which written format is described by each statement. STATEMENT WRITTEN FORMAT 1. Includes MasterFormat and UniFormat 2. Uses UniFormat as the structure for a preliminary project description PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: PPDFormat 3. Has subjects in PART 1 that are extensions of MasterFormat Division 01 PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: SectionFormat 4. Used for organizing standard drawing details 5. Used to structure preliminary cost estimates 6. Used to organize construction specifications 7. Used to organize database structures 8. Used to organize product literature by work results 9. Used to organize performance specifications 10. Used to structure construction costs 11. Organizes a MasterFormat specification section into three PARTS PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: SectionFormat 12. Lays out text of a MasterFormat specification section in a standardized format PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: PageFormat 13. Used to organize preliminary project descriptions 14. Organizes the text of a preliminary project description PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: OmniClass PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: UniFormat PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: UniFormat PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: MasterFormat PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: OmniClass PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: MasterFormat PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: UniFormat PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: MasterFormat PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: UniFormat Answer Key Show / Hide Page Answers Toggle OFF to edit responses PPDFormat PageFormat SectionFormat MasterFormat UniFormat OmniClass A: PPDFormat 27 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook STUDY MODULE 1 | KNOWLEDGE DOMAIN 1: FUNDAMENTALS COMPETENCY 1D Graphic formats Learning Objectives (LOs) After completing this section you should be able to: LO #1: Describe the purpose of the U.S. National CAD Standard (NCS) LO #2: Identify the four major components of the NCS LO #3: Describe the purpose of each NCS major component LO #4: Identify the Building Information Modeling (BIM) standard used in the U.S. Reading List Read through the following before completing this section of the workbook. PDPG Section 1.10 PDPG Section 1.11.2 28 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Related learning objectives: 1D – Learning Activity #1 The purpose of the U.S. National CAD Standard (NCS) is to uniformly organize and present facility planning, design, construction, and operation drawing information. List each of the four major components of NCS next to their corresponding description. NCS MAJOR COMPONENTS PURPOSE OF COMPONENT Provides a hierarchical organization for describing drawing layers LO #1 - Describe the purpose of the U.S. National CAD Standard (NCS) LO #2 - Identify the four major components of the NCS LO #3 - Describe the purpose of each NCS major component A: AIA CAD Layer Guidelines A: CSI Uniform Drawing System Organizes and presents the drawings and project information in a standard format for use in planning, design, construction, and operation of facilities throughout its lifecycle States the NCS is the standard for design and construction drawing output from the BIM process A: BIM Implementation Ensures printed lines are easy to read so that the drawings can be interpreted properly A: Plotting Guidelines Building Information Modeling (BIM) National BIM Standard - United States ® (NBIMS-US™) is the building information modeling standard used in the U.S. Related learning objective: LO #4 - Identify the Building Information Modeling (BIM) standard used in the U.S. As defined in the National BIM Standard - United States ® (NBIMS-US™): “A BIM is a digital representation of physical and functional characteristics of a facility. As such it serves as a shared knowledge resource for information about a facility forming a reliable basis for decisions during its lifecycle from inception onward.” Answer Key Show / Hide Page Answers Toggle OFF to edit responses 29 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook STUDY MODULE 1 | KNOWLEDGE DOMAIN 1: FUNDAMENTALS COMPETENCY 1E Legal implications of contract documents Learning Objectives (LOs) After completing this section you should be able to: LO #1: Describe the importance of design team coordination from a legal perspective LO #2: State the probable outcome of uncoordinated contract documents LO #3: State the rules used by courts when interpreting contract documents Reading List Read through the following before completing this section of the workbook. PDPG Section 1.14.4 PDPG Section 1.14.8 30 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Design Team Coordination & Legal Implications Design team coordination during the preparation of the construction documents plays a key role in avoiding mistakes. When too many mistakes are made by the design team, the design professionals could be held liable for not meeting the standard of care. 1E – Learning Activity #1 Write the name of each rule courts use when interpreting contract documents next to the corresponding description. RULE A: Construction against the drafter A: Specific takes precedence over general A: Autonomy to contract A: Trade customs A: Entire agreement A: Practical interpretation Related learning objective: LO #1 - Describe the importance of design team coordination from a legal perspective See PDPG Section 1.14.4 for detailed information regarding professional negligence DEFINITION Ambiguous provisions will be interpreted against the party drafting the provision on the basis that the drafter had superior knowledge of the subject matter and should have been more specific or accurate in the preparation of the provision. When specific information is written, the courts interpret it as intentional for the work and will be given more importance than general information or printed provisions. Contract law is founded on the principle that two parties are mutually free to determine the terms of an agreement, within the bounds of lawful activities, for a specific purpose. Those who do so are seen as having the capacity to contract for products or services. If the contract documents do not adequately establish the intentions of the contract provisions, then the court may rely on the customs and practices of an industry or a trade. When considering questions, the court will search for the meanings of the words used and the purposes of the contract provisions. The documents will be interpreted in an effort to establish the parties’ intentions. If ambiguities or conflicts are found, other contract documents will be examined in the effort to find definitions and meanings. If an issue under consideration is of a technical nature, the specifications will be examined. Ambiguous provisions will be interpreted by the court according to the practical meanings placed on them by the parties to the agreement. Related learning objective: LO #3 - State the rules used by courts when interpreting contract documents Answer Key Show / Hide Page Answers Toggle OFF to edit responses 31 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Related learning objectives: 1E – Case Study A new university classroom building was just completed. The final cost of the project after all of the change orders was 20% more than the original contract sum. The cost of these change orders exhausted the owner’s contingency funds, and the owner had to use funds from other sources to cover the difference. The construction period was also extended as part of the change orders creating a scheduling problem for the university for the upcoming semester. Approximately 5% of the cost increase was attributable to owner-requested changes; the remaining 15% was attributable to the design team. Of that 15%, 9% was directly related to the location of a single row of columns, which differed between the architectural drawings and structural drawings. The error, discovered by the steel fabricator during shop drawing preparation, required relocation of footings already in place, lengthening of beams from that shown, and reconfiguration of HVAC ductwork. LO #1 - Describe the importance of design team coordination from a legal perspective LO #2 - State the probable outcome of uncoordinated contract documents LO #3 - State the rules used by courts when interpreting contract documents The remaining 6% was attributable to various errors in the documents, including a lack of specifications for some materials and some specifications not matching what was shown on the drawings. The owner filed a lawsuit against the architect. Answer the following questions based on the Case Study. 1. Under which of the following would the owner’s lawsuit be based? The Spearin Doctrine Not meeting the standard of care Noncompliance with building regulations Detrimental reliance 2. Which of the following court interpretations would apply to the structural column error? Practical interpretation Trade customs Construction against the drafter Entire agreement 4. Which of the following would be considered the damages incurred by the owner due to the coordination issue? Payment of 20% over the contract sum Payment of 15% over the contract sum Delay in occupying the building Both payment of 20% over the contract sum and delay in occupying the building Both payment of 15% over the contract sum and delay in occupying the building 3. Which of the following court interpretations would apply to the specifications not matching what was shown on the drawings? Practical interpretation Trade customs Autonomy to contract Specific takes precedence over general Answer Key Show / Hide Page Answers Toggle OFF to edit responses 32 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook STUDY MODULE 1 | KNOWLEDGE DOMAIN 1: FUNDAMENTALS COMPETENCY 1F Sustainable design and construction Learning Objectives (LOs) After completing this section you should be able to: LO #1: Describe green building according to the Environmental Protection Agency (EPA) LO #2: Describe sustainable design and construction best practices LO #3: Describe the responsibilities of team members regarding sustainability requirements Reading List Read through the following before completing this section of the workbook. PDPG Section 1.15 33 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Related learning objective: Green Building According to the Environmental Protection Agency (EPA), green or sustainable building involves developing healthier methods of construction, operation, and demolition of buildings while also using resources more efficiently. The need for green or sustainable design has been embraced by the design and construction communities and is being implemented in many facilities. LO #1 - Describe green building according to the Environmental Protection Agency (EPA) 1F – Learning Activity #1 Match each of the six (6) fundamental sustainable design approaches to the corresponding description. SUSTAINABLE DESIGN APPROACH DESCRIPTION Repurposing historic or functionally obsolete buildings. Energy Environmental Historic Materials Site Water optimization use performance preservation and andResources conservation qualityand andconservation rehabilitation A: Historic preservation and rehabilitation Energy Environmental Historic Materials Site Water optimization use performance preservation and andResources conservation qualityand andconservation rehabilitation A: Materials and resources Energy Environmental Historic Materials Site Water optimization use performance preservation and andResources conservation qualityand andconservation rehabilitation Energy Environmental Historic Materials Site Water optimization use performance preservation and andResources conservation qualityand andconservation rehabilitation Improving thermal comfort, ventilation, and moisture control; maximizing daylighting; using materials with low VOCs; controlling tobacco smoke; improving acoustic qualities; providing access to nature; and conducting building flush out or testing for off-gassing. A: Environmental quality Energy Environmental Historic Materials Site Water optimization use performance preservation and andResources conservation qualityand andconservation rehabilitation Reducing potable water usage for building and landscaping, and collecting and reusing water resources. A: Water use and conservation Energy Environmental Historic Materials Site Water optimization use performance preservation and andResources conservation qualityand andconservation rehabilitation A: Energy performance and conservation LO #2 - Describe sustainable design and construction best practices Reusing building materials; using materials with recycled content; using regional materials; using materials from rapidly renewable sources; reducing waste reduction and encouraging recycling during construction and in the workplace; and using materials that do not reduce indoor air quality. Making best use of the site in regard to orientation; use of rainwater percolation and storage; reduced impact on infrastructure, neighborhood, and ecosystem; reduced heat island effect; use of brownfields in lieu of greenfields; and encouraging sustainable construction practices. A: Site optimization Related learning objective: Designing buildings with low energy usage; implementing renewable energy sources; reduce generation of greenhouse gases; implementing controls for building systems; and encouraging the use of commissioning. Answer Key Show / Hide Page Answers Toggle OFF to edit responses 34 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook. ® Project Delivery Study Workbook Related learning objective: 1F – Learning Activity #2 For sustainability requirements, each team member has responsibilities. For each set of responsibilities, write the name of the responsible team member(s). TEAM MEMBER(S) A: Contractor, Design/Builder, and Construction Manager at Risk LO #3 - Describe the responsibilities of team members regarding sustainability requirements RESPONSIBILITIES ‣ Understand the project’s sustainability goals ‣ Have experience in the type of construction required ‣ Ensure that construction methods and techniques, purchasing of products, and management of construction waste are applied in a manner that fulfills the owner’s sustainability requirements ‣ Implement maintenance procedures that support the sustainable design principles A: Facility Managers ‣ Understand sustainability design principles and approaches and how they might affect construction cost A: Owner ‣ Maintain sustainability goals throughout the facility life cycle ‣ Prioritize sustainability as a goal early during project conception ‣ Be knowledgeable of sustainable design principles and approaches ‣ Apply the concepts properly to fulfill the owner’s A: Architect/Engineer requirements ‣ Understand how sustainability affects Answer Key Show / Hide Page Answers Toggle OFF to edit responses construction cost STOP: End of Study Module 1 Complete the Post-Assessment before continuing to the next section. Return to Post-Assessment 35 CSI grants to [email protected] a non-exclusive, non-transferable license to use Project Delivery Study Workbook.