Black Spactacles - Session 001 Flashcards

1
Q

Addenda

A

Issued during bidding by the architect to clarify or modify the bidding documents. They are written
documents sent to all bidders that become part of the contract documents.

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2
Q

RFI

A

Request for information: a standard form for contractors to ask for more information from an architect.
RFIs are used to resolve gaps, conflicts, and ambiguities in the drawings and specifications. They are a
fundamental part of a smooth project delivery.

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3
Q

Bidding documents

A

Documents that include the bidding requirements, any supplements to bid forms, contract forms and
conditions, specification, drawings, and any addenda issued by the architect during the bid period.

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4
Q

A201

A

An AIA document dealing with general conditions for the construction contract. The document sets forth
the rights, responsibilities, and relationships between owner, architect, and contractor.

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5
Q

Supplemental conditions

A

Special provisions in a contract that modify or qualify the general conditions. These can include additions, subtractions, local requirements, etc., to A201.

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6
Q

What are the owner’s responsibilities during the design and construction process?

A

The owner’s primary responsibility is to make payments to those that are contracted directly to the owner. The owner is also responsible for providing necessary site documentation (soils report, survey, etc.).

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7
Q

Pre-bid conference

A

A conference that is held to help clarify any concerns bidders may have about the construction documents, scope of work, and other details of the project.

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8
Q

GC

A

General contractor: the entity that enters into a contract with the owner for the work and coordinates subcontractors to complete the work.

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9
Q

Prime contractor

A

Contractor responsible for completion of the work. There can be more than one prime contractor on a project, depending on the scope and timing.

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10
Q

Joint venture

A

Two or more contractors may create a new entity for the sole purpose of bidding on a job together. This new entity, the joint venture , will be the prime contractor. This can occur when GCs want to bid on a project but don’t have the capacity in-house for the project or when there are MBE/WBE requirements for the prime contractor, among other situations.

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11
Q

Name the series/types of AIA contract documents

A

A-series: contracts between owner and contractor.
B-series; Contracts between owner and architect.
C series: contracts between architect and consultants.
D-series: architect industry documents.
E-series: exhibits.
G-series: administration documents.

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12
Q

Project manual

A

A document containing information required for bidders to review, including bid requirements, drawing list, contract conditions, contract forms, and specifications.

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13
Q

Bid requirements

A

Documents listing the requirements for the contractor to bid, including the invitation to bid, list of information available to bidders, instructions to bidders, bid forms, and bid supplements.

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14
Q

A701

A

Instructions to bidders. Used to provide instructions to bidders on procedures including bonding requirements and instructions for bidders to follow in preparing and submitting their bids.

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15
Q

Bid date

A

Date by which all bids need to be received. In general, bidders are given 2–6 weeks to prepare bids and ask for clarifications and substitutions.

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16
Q

Bid form

A

A document that assists the bidding process by providing a standardized form for all bidders to submit their bids. It includes a breakdown of all the material and labor costs associated with the job.

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17
Q

Schedule of values

A

Breaks down, line by line, each portion/trade involved in the work, assigning it a monetary value.

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18
Q

Qualifications

A

Modifications by the contractor to drawings and specifications. These can modify the products used, remove scope from the contractor’s portion of the work, and modify specifications. They are reviewed by the architect and owner before becoming an exhibit in the contract.

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19
Q

Alternate

A

A proposal by the bidder to add or deduct from the base bid. This could include alternates for additional scope as required by the owner/architect over the base bid, deducts for removal of scope or substitution of materials, etc. They are provided as separate line items so that the base bid provides the price of the work for equal scope from all bidders.

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20
Q

Allowance

A

Line item provided in the contractor’s schedule of values for scope of work that is not provided in detail

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21
Q

How is the low bidder determined?

A

The low bid is determined by adding the sum of the base bid and the cost of additive alternates, and subtracting the cost of deductive alternates. Unit cost estimating cannot be used to determine the low bidder.

22
Q

Bid bond

A

A guarantee by the contractor to the project owner that the winning bidder will take on the project under the terms at which they bid.

23
Q

Performance bond

A

A surety bond issued to guarantee satisfactory completion of a project by the contractor.

24
Q

Payment bond

A

A surety bond posted by the general contractor to guarantee that subcontractors and material suppliers on the project will be paid.

25
Q

MBE/WBE

A

Minority Business Enterprise/Women’s Business Enterprise. Many publicly funded projects will require a percentage of subcontracts to go to MBE and WBE subcontractors, which can have an impact on the value of the bid/contract.

26
Q

What insurance and bond types is the contractor required to purchase per A201?

A
  1. Workers compensation insurance
  2. Liability insurance
  3. Personal injury insurance
  4. Property damage insurance
  5. Automobile liability insurance
  6. Contractual liability insurance
  7. Performance, labor, and material payment bond
27
Q

Bid tab

A

A line-item record and analysis of each bidder’s proposal.

28
Q

Addendum

A

Modification to the procurement documents issued for bid or negotiation. Addenda can be issued at any time before the owner-contractor agreement is executed but are typically issued by a predetermined time before bid opening.

29
Q

Bid alternate

A

Portion of the work defined in the procurement documents for which separate pricing will be identified.

30
Q

Base bid

A

Construction cost proposed by a contractor for the full scope of the work, without any bid alternate pricing.

31
Q

Privately funded project

A

A project in which none of the funding is provided by a public agency.

32
Q

Project delivery method

A

Manner in which the owner contracts for design and construction services.

33
Q

Publicly funded project

A

A project in which a portion of the funding is provided by a public entity, such as the federal, state, or local government.

34
Q

Qualification-based selection

A

Owner selects a contractor based solely on the contractor’s qualifications.

35
Q

Responsible bidder

A

One who demonstrates the financial capacity to perform contracted work.

36
Q

Responsive bid

A

One in which all bidding requirements, including all elements of the bid form, have been satisfactorily completed.

37
Q

Value-based selection

A

The owner selects a contractor based on the weighted values of multiple criteria, including construction cost or fee and proposed schedule, as well as qualifications-based criteria such as experience on similar projects and proposed personnel.

38
Q

Two reasons owners select design-build

A
  1. Reduced risk of schedule and cost overruns

2. Only one design and construction contract to execute

39
Q

Bridging

A

A variation of design-build in which the owner engages an architect to prepare design documents. These documents are used by design-build teams to prepare their proposals for completing the design and constructing the project.

40
Q

Integrated project delivery

A

Delivery method that promotes the greatest level of team integration.

41
Q

Project manual

A

Contains procurement requirements and text-based contract documents.

42
Q

Instruction to bidders

A

Tells bidders what constitutes a responsive bid.

43
Q

Supplementary conditions to the contract

A

Provides project-specific modifications to the general conditions.

44
Q

Costs of work

A

Costs incurred by the contractor to build the project, including labor costs for contractor’s supervision and contractor-purchased products such as transportation and storage.

45
Q

Five occurrences of contingencies

A
  1. Incomplete documents, particularly for GMP contracts.
  2. Errors made in the contractor’s pricing due to a large amount of information in drawings and little time to prepare bids.
  3. Anticipated costs that may be related to dispute resolution, legal fees, and claims against client or subcontractors.
  4. Default or failure of a subcontractor or supplier to perform their portion of the work.
  5. Contractor errors during construction.
46
Q

Typical requirements of federal, state, and local procurement laws

A

Competitively bid.

Lowest Responsive and Responsible Bidder is selected.

47
Q

Common ways to distribute documents and information to all bidders

A
  • Providing documents and information at the client’s or architect’s office.
  • if bidders are known through invitation or prequalification, sending documents directly to the prospective bidders.
  • making documents available for purchase by prospective bidders at a printing company, builders exchange, or distribution point.
  • Allowing bidders to acquire electronic versions of documents through project websites.
48
Q

Substitution requests

A

During procurement, bidding contractors are typically allowed to propose alternatives to specified products, suppliers, or systems.

49
Q

Substitution requests should include:

A
  • Substitution Request form.
  • Documentation that demonstrates compliance with performance criteria and design intent.
  • a list of similar installations completed in projects.
  • material test reports from a qualified testing agency.
  • Research reports showing compliance with applicable Building codes.
  • Detailed comparison of proposed and specified products.
  • Letter from manufacturer stating Lack of availability, or delays in specified product and why it can’t be used.
  • Contractor’s certification that proposed Substitution complies with the requirements in the contract documents.
  • Contractor’s waiver of rights to additional payment or time.
50
Q

Suppliers

A

Entities that provide manufactured products or systems to subcontractors and, in some cases, the contractor. They do not typically provide the labor required to install products or build the project.

51
Q

The bid tabulation form should identify:

A
  • Bidder’s name.
  • Address and phone number.
  • Contract being bid.
  • Form of bid security provided.
  • Base bid.
  • Unit prices.
  • Alternates.
52
Q

Subcontractors

A

Companies that do a specialized portion of the overall work for a contractor.