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NCIDQ > Design Phases > Flashcards

Design Phases Flashcards

1
Q

Organize programming effort

A

Programming and Pre-Design

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2
Q

Prepare staff task assignments for programming work

A

Programming and Pre-Design

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3
Q

Refine clients project budget

A

Programming and Pre-Design

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4
Q

Complete code search and zoning study

A

Programming and Pre-Design

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5
Q

Contact and coordinate with utilities, governmental agencies, and other regulatory bodies as required

A

Programming and Pre-Design

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6
Q

Schedule and coordinate programming interviews and meetings with client

A

Programming and Pre-Design

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7
Q

Assist in or supervise the completion of programming

A

Programming and Pre-Design

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8
Q

Coordinate consultant involvement

A

Programming and Pre-Design

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9
Q

Present final program and obtain client’s written approval

A

Programming and Pre-Design

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10
Q

Monitor fees expended and conformance of work to schedule

A

Programming and Pre-Design

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11
Q

Meet with project team to discuss program, clients goals and direction of schematic design work

A

Schematic Design

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12
Q

Monitor work by the project team for conformance to contract requirements, program statements, and other client need

A

Schematic Design

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13
Q

Coordinate consultant work

A

Schematic Design

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14
Q

Prepare probable project budget

A

Schematic Design

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15
Q

Record and maintain all documentation of this phase: client decisions, changes in scope of project, minutes of design meetings and so on

A

Schematic Design

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16
Q

Write work authorizations if client changes scope of work

A

Schematic Design

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17
Q

Hold in house design reviews as concept alternatives are developed

A

Schematic Design

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18
Q

Hold schematic design presentation and obtain clients written approval

A

Schematic Design

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19
Q

Monitor fees expended and conformance to schedule

A

Schematic Design

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20
Q

Review invoices sent to client

A

all phases

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21
Q

Review and approve consultant’s billings

A

all phases

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22
Q

Meet with project team to discuss direction of design development work

A

Design Development

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23
Q

Monitor work by team for conformance to contract requirements and project goals

A

Design Development

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24
Q

Coordinate work by consultants

A

Design Development

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25
Revise project budget as required; notify client of any changes
Design Development
26
Initiative work on outline specification
Design Development
27
Hold progress meetings with client as required
Design Development
28
Hold in house design reviews
Design Development
29
Maintain all documentation of this phase
Design Development
30
Write work authorizations if client changes scope of work
Design Development
31
Hold final design development presentation and obtain written approval of client
Design Development
32
Monitor fees expended and conformance to schedule
Design Development
33
Organize drawing mockups and document production methods with project architect, production team, or others responsible for this phase
Construction Documentation
34
Organize task assignments and monitor progress work
Design Development
35
Submit base sheets to consultants - coordinate their work as documents are produced
Design Development
36
Review drawings with client at intermediate completion points
Design Development
37
Obtain owner's requirements on bonds, insurance, allowances, alternates, and so on for inclusion in a project manual
Design Development
38
Review documents with building department and other regulatory agencies as required
Design Development
39
Schedule a check of working drawings and specifications by an experienced person in the office who has not worked on the project. The project team may be too close to the project to catch some types of mistakes; the expertise of a coworker outside the team will help to eliminate these errors
Design Development
40
Recheck the drawings against. building code search developed in the programming phase
Design Development
41
Have documents plotted or printed
Design Development
42
Monitor fees expended and conformance to schedule
Design Development
43
Review invoices sent to client
Design Development
44
Review and approve consultants billings
Design Development
45
Prepare bid documents with client
Bidding or Negotiation
46
Prep list of contractors if bid is by invitation
Bidding or Negotiation
47
Advertise for bids, if required, in local newspapers and trade publications
Bidding or Negotiation
48
Submit documents to local plan room
Bidding or Negotiation
49
Distribute bid packages to contractors - maintain distribution log and bid deposits
Bidding or Negotiation
50
Hold pre-bid conference
Bidding or Negotiation
51
Issue addenda
Bidding or Negotiation
52
Receive and tabulate bids
Bidding or Negotiation
53
Assist client in review of bids
Bidding or Negotiation
54
Write letter of thanks to unsuccessful bidders
Bidding or Negotiation
55
Assist in contract negotiation if not a bid job
Bidding or Negotiation
56
Monitor fees expended and conformance to schedule
Bidding or Negotiation
57
review invoices sent to client
Bidding or Negotiation
58
Verify that owner has received required performance bonds and labor and material payment bonds
Construction Administration
59
Verify that contractor issue certificates of insurance to client
Construction Administration
60
Hold pre-construction conference
Construction Administration
61
Set up schedule of weekly construction meetings with contractor, consultants, subcontractors and client
Construction Administration
62
Establish site visit schedule based on contract requirements
Construction Administration
63
Review work tasks with construction administration coordinator if this job is not done by the project manager
Construction Administration
64
Review shop drawings and samples, keep shop drawing log; maintain reasonable turnaround time through consultant offices
Construction Administration
65
Receive construction schedule from contractor
Construction Administration
66
Review delivery schedules of furniture and accessories
Construction Administration
67
Review furniture and accessory purchase orders, if applicable
Construction Administration
68
Conduct regular site visits and make comprehensive field reports on each visit
Construction Administration
69
Issue change orders as required
Construction Administration
70
Issue field orders as required
Construction Administration
71
Receive field reports from consultants and forward copy to client
Construction Administration
72
Attend weekly job meetings
Construction Administration
73
Review test reports and forward to client
Construction Administration
74
Verify correction of punch list items
Construction Administration
75
Issue certificate of substantial completion
Construction Administration
76
Verify issuance of certificate of occupancy
Construction Administration
77
Monitor fees expended and conformance to schedule
Construction Administration
78
Maintain all documentation of this phase
Construction Administration
79
Verify that all operating instructions, guarantees, maintenance procedures, and so on are forwarded to client
Project Close-out and Follow-up
80
Verify owner has received all lien waivers
Project Close-out and Follow-up
81
Process final application and certificate for payment
Project Close-out and Follow-up
82
Assist with move in as outlined in agreement
Project Close-out and Follow-up
83
Prepare maintenance manual for client if applicable
Project Close-out and Follow-up
84
Respond to owners questions and problems during "shakedown" period immediately after move in
Project Close-out and Follow-up
85
Send a gift to client for open house
Project Close-out and Follow-up
86
Compile information on fees, construction costs, and FF&E costs for in house records
Project Close-out and Follow-up
87
Have project photographed
Project Close-out and Follow-up
88
Hold in house review of project
Project Close-out and Follow-up
89
Evaluate consultant performance for future work
Project Close-out and Follow-up
90
Complete job history for office records and marketing staff
Project Close-out and Follow-up
91
Maintain contact with client for at least one year after move-in to review problems, maintenance, expansion ideas, and other potential work
Project Close-out and Follow-up

NCIDQ (9 decks)

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