PDC - Back Flashcards by Fabien Jolivette

“Enables project participants to access various digital models throughout the design process without having to wait for paper drawings to be produced and delivered.”
[ref. BOK – Planning, Design and Construction, Special Topics, Building Information Modeling]

Building Information Modeling (BIM)

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“Is a fixed-price agreement, broken down into phases: preliminary, design development, construction documents, and construction administration. This is generally calculated from an estimate by the designer for the amount of work (hours) necessary by task.”
[ref. BOK – Planning, Design and Construction, Special Topics, In-House Design/Construction Services]

Lump Sum Fee

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“Used on larger projects of known scope and budget. It is also often used as a comparator between different consultants.”
[ref. BOK – Planning, Design and Construction, Special Topics, In-House Design/Construction Services]

Fixed Percentage of Cost Fee

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“Used for projects of unknown scope. The fees are directly charged based on the hourly rates and the number of hours required to perform a task.”
[ref. BOK – Planning, Design and Construction, Special Topics, In-House Design/Construction Services]

Time and Materials Fee

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“Defines the general terms and conditions of a transaction and provides the basis for the drafting of a subsequent agreement.”
ref. BOK – Planning, Design and Construction, Special Topics, Real Estate]

Letter of Intent (LOI)

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“A lease of extended duration that is frequently structured to allow the construction of improvements by the lessee on an institution’s land.”
[ref. BOK – Planning, Design and Construction, Special Topics, Real Estate]

Ground Lease

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“Also known as deeded rights-of-way, involving the long-term or permanent conveyance between parties of
certain rights, privileges, and interests in property.”
[ref. BOK – Planning, Design and Construction, Special Topics, Real Estate]

Easement

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“Reconstruction or renewal of any part of an existing building for the purpose of maintaining it.”
[ref. BOK – Planning, Design and Construction, Special Topics, Renovations]

Repair

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“Construction or renovation to an existing structure rather than repair or addition.”
[ref. BOK – Planning, Design and Construction, Special Topics, Renovations]

Alteration

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“The process of accurately reconstructing or repairing the forms and details of a building or structure or portion thereof as it appeared at a particular period or periods of time by means of removal of later work and/or the replacement of missing original work.”
[ref. BOK – Planning, Design and Construction, Special Topics, Renovations]

Restoration

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“The act or process of applying measures necessary to sustain the existing form, integrity, and materials of a historic property.”
[ref. BOK – Planning, Design and Construction, Special Topics, Renovations]

Preservation

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“The act or process of making possible a compatible use for a property through repair, alterations, and additions while preserving those portions or features that convey its historical, cultural, or architectural values.”
[ref. BOK – Planning, Design and Construction, Special Topics, Renovations]

Rehabilitation

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“A change of use where an existing building that has served a particular use is altered to accommodate a new use. For instance, a classroom building may be renovated for use as a residence hall.”
[ref. BOK – Planning, Design and Construction, Special Topics, Renovations]

Adaptive Re-Use

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“Something more than simple repair or routine maintenance. For example, different types of renovation include major repair, alteration, and restoration.”
[ref. BOK – Planning, Design and Construction, Special Topics, Renovations]

Renovation

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“Identifies and documents the condition of existing finishes, structural systems, and other building systems. The survey should include a thorough evaluation of the building’s exterior envelope, including the roof, windows, and wall construction.”
[ref. BOK – Planning, Design and Construction, Special Topics, Renovations]

Existing Conditions Survey

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“An assessment or conceptual plan, based on information about existing conditions, to determine whether a building could be renovated to accommodate a proposed program.”
[ref. BOK – Planning, Design and Construction, Special Topics, Renovations]

Feasibility Study

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“The guiding document for the renovation of a historic building. This report incorporates the existing conditions information with a description of the building’s history and its character-defining features that are unique and make the building historically significant.”
[ref. BOK – Planning, Design and Construction, Special Topics, Renovations]

Historic Structure Report

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“A concept that embraces the design of facilities while balancing appropriate but sometimes competing program, quality, performance, and cost requirements.
A creative, function-oriented, organized approach to optimizing the total cost and performance of a facility or service.”
[ref. BOK – Planning, Design and Construction, Special Topics, Value Management]

Value Management

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“A systematic process relying on the use of concepts and techniques that identify and analyze the function of the project components and systems. A process aimed at reducing construction costs without sacrificing project function, quality, or reliability.”
[ref. BOK – Planning, Design and Construction, Special Topics, Value Management]

Value Engineering (VE)

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“Decisions made during the first 10 percent of a project’s effort determine 90 percent of a project’s outcome, particularly as it relates to cost and schedule.”
[ref. BOK – Planning, Design and Construction, Special Topics, Value Management]

90/10 Rule

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“Estimating procedure used to determine the cost of a facility system or component renewal based on the average useful life of an individual component. Typically based on visual observations, using a facilities condition assessment/audit, to determine the remaining useful life of a system.”
[ref. BOK – Planning, Design and Construction, Special Topics, Value Management]

Life Cycle Costing

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“A green building certification system developed by the U.S. Green Building Council, that provides third-party verification that a building or community was designed and built using strategies aimed at improving performance in energy savings, water efficiency, CO2 emissions reduction, improved indoor environmental quality, and stewardship of resources and sensitivity to their impacts.”
[ref. BOK – Planning, Design and Construction, Special Topics, Sustainable Design and Construction]

Leadership in Energy and Environmental Design (LEED)

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“A professional management practice consisting of an array of services applied to construction projects and programs through the planning, design, construction and post construction phases for the purpose of achieving project objectives including the management of quality, cost, time, and scope.”
[ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Construction Management

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“A professional service that can be applied to all delivery systems where the CM acts as the owner’s principal agent in the management of a construction project or program, or where the CM is responsible to the owner for managing the planning, design, construction, and post construction phases, or portions thereof.”
[ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Agency Construction Management

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“Contractually referred to as the owner's representative, this individual has primary day-to-day project management responsibilities during construction.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Construction Manager (CM)

“This individual, usually the construction management department head or facilities director, has administrative responsibilities over the entire construction program.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Construction Contract Administrator

“The design consultant responsible for preparing plans and specifications and interpreting these documents during construction.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Architect/Engineer (A/E)

“Used to educate and inform bidders about the project requirements and bidding procedures.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Pre-bid Conference

“Ensures that a bid is a serious, bona fide bid and provides compensation to an owner in the event that the low bidder fails to honor his or her bid.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Bid Bond

“Marks the beginning of the construction period. Because the owner may lack the protection of the contractor's bond and insurance, the owner should not permit the contractor to work on the project site until the Notice to Proceed is issued.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Notice to Proceed

“Contractual mechanism for altering the terms and conditions of a construction contract. Used to document agreement between the owner and contractor on additions, deletions, and modifications to the scope of work. ” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Change Order

“A contract in which a contractor “guarantees” the price of construction to the owner. To do this, a general contractor will include a contingency in his or her contract price. The amount of the contingency is influenced by the status of the construction documents, including quality and completeness. ” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Guaranteed Maximum Price (GMP) Contract

“Guarantees that the surety will fulfill the obligations of the contract should the contractor default.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Performance Bonds

“Industry standard property insurance covering the project itself from perils such as fire, smoke, collapse, vandalism, water, and freezing.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Builder’s Risk Insurance

“The primary liability coverage for the project— encompasses three forms of liability exposures: public liability, contingent liability, and completed operations liability.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Comprehensive General Liability Insurance

“Instead of relying on a general contractor or an architecture/engineering firm to maintain insurance policies, some institutions have provided their own wrap-up insurance coverage through owner-contracted insurance policies” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Owner-Contracted Insurance Policy

“Refers to the time when the project is sufficiently completed and ready for its intended purpose.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Substantial Completion

“Refers to the time when the contractor has completed all of the contract requirements, including the completion of all punch list items, the submittal of as- built drawings, warranties, extra stock, operations and maintenance manuals, and other contractual requirements.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Final Completion

“Involves the submission of a dispute to a neutral party who hears the case and makes a decision.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Binding Arbitration

“The contractor is bound by the contract to complete any uncompleted contract items in order to receive final payment from the owner.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Punch List

“The most common type of schedule used for campus projects. Construction activities are plotted on the vertical axis and the allotted project time is plotted on the horizontal axis.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Bar Chart

“Shows the cumulative progress of a project, defined in terms of a resource such as work hours or dollars expended, as measured against time.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

S-Curve Chart

“A form of network scheduling. A highly mathematical system in which task interrelationships are defined, durations assigned, and task schedules analyzed. The system calculates the earliest and latest time an event can take place without affecting the completion of the project.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Organization and Management of Capital Projects]

Critical Path Method

“Provides a monetary incentive for timely project completion. The most common clauses assess monetary damages on the contractor for delayed project completion.” ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Incentive Clause

“Specifies the precise amount of daily damages that has been established by contractual agreement. An advantage of this clause is the avoidance of future litigation between the owner and contractor over the valuation of damages.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Liquidated Damages Clause

“A written document that details the functional requirements of a project and the expectations of how it will be used and operated. These include project goals, measurable performance criteria, cost considerations, benchmarks, success criteria, and supporting information.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, The Building Commissioning Process]

Owner’s Project Requirements (OPR)

“A document that records the concepts, calculations, decisions, and product selections used to meet the Owner’s Project Requirements and to satisfy applicable regulatory requirements, standards, and guidelines.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, The Building Commissioning Process]

Basis of Design (BOD)

“A quality-focused process for enhancing the delivery of a project. The process focuses on verifying and documenting that the facility and all of its systems and assemblies are planned, designed, installed, tested, operated, and maintained to meet the owner's project requirements.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, The Building Commissioning Process]

Building Commissioning

“Includes a range of activities that precede schematic design, among which are programming, site selection, research of prototypes, evaluation and documentation of existing facilities, or other activities not directly involved with developing documentation for a specific project.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Design Management]

Pre-Design Phase

“Includes outline specifications; a statement of anticipated or probable cost; anticipated area of construction; and schematic floor plan, site plan, and exterior drawings (usually including one or more renderings).” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Design Management]

Schematic Design Phase

“The project characteristics and scope are defined in detail. Materials are selected, specifications are refined, and probable cost is reviewed. Products of this phase include dimensioned floor plans; wall sections; structural layouts; HVAC system layouts; and plumbing and electrical system layouts.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Design Management]

Design Development Phase

“Working drawings and technical specifications are produced. These are the documents on which contractors base their bids.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Design Management]

Construction Documents Phase

“An association that creates standards and formats in multiple divisions intended to help owners and designers improve construction documents for bidding.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Design Management]

Construction Specifications Institute (CSI)

“Traditional delivery process with design, bidding, and construction in separate, sequential steps. Construction contract is awarded to the lowest bidder, who then utilizes the subcontractors included in his or her bid.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Project Delivery]

Design-Bid-Build

“Design and construction are provided under a single design-build contract initiated at the beginning of the project. The contract is awarded on the basis of price and/or qualifications, in a one- or two-step selection process.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Project Delivery]

Design-Build

“An attempt to minimize the project delivery schedule. Requires construction documents to be issued and contracts awarded on some portions of the project, such as foundations, structure, and exterior shell, prior to the completion of detailed floor plans and fit-out documentation.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Design Management]

Fast Track

“Works with the owner and A/E through design and bids and manages subcontracts to complete the work. The CM@R must complete the project within the agreed-upon GMP amount, or else is at risk to cover the additional costs.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Project Delivery]

Construction Manager at Risk (CM@R)

“Multiple direct owner-contractor contracts that are bid for various trades, or groupings of trades, as needed to complete the entire scope of construction.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Project Delivery]

Multiple Prime Contract

“Open-end construction contracts with general contractors and/or subcontractors who are selected through a fee markup bidding process, and who perform multiple small-scale projects through job orders under the open-end contract.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Project Delivery]

Job Order Contracting

“Private sector project construction that is performed by an informally selected general contractor, whose contract is developed through a negotiation process.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Project Delivery]

Negotiated Contract

“An emerging delivery method that attempts to increase project team collaborations and the use of new technologies by integrating various elements of the contracts and work efforts of the A/E and contractors. Attempts to establish a performance-based and results- oriented approach.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Project Delivery]

Integrated Project Delivery

“Serves as agent and primary representative, coordinating the project team and rendering decisions consistent with predetermined project objectives.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Organization and Management of Capital Projects]

Project Manager

“Provides the program to be accommodated, establishes objectives, hires the architect and contractor, and provides the financial resources.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Organization and Management of Capital Projects]

Owner

“Responsible for all phases of the construction and bears the primary responsibility for all of the ways and means of construction, site safety, the performance of all subcontractors, maintaining the project schedule and budget, and tracking any changes that may require additional funding.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Organization and Management of Capital Projects]

Contractor

“A complex process that includes effective control of quality, budget, and schedule. The process encompasses a diverse set of tasks ranging from initial programming, budgeting, and schedule development to project commissioning, final closeout, occupancy, and beyond.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Organization and Management of Capital Projects]

Project Management

“This method consists of identifying a target completion date for each activity or phase. For short projects with few participants, this chart type works well.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Organization and Management of Capital Projects]

Milestone Chart

“Presents a list of tasks along the left side of the chart with horizontal bars indicating scheduled start and finish dates for each task.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Organization and Management of Capital Projects]

Gantt Chart

“An owner’s clear and concise set of architectural and engineering guidelines. Such guidelines should set forth what elements are essential to making a new or newly renovated building match the owner’s requirements.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Organization and Management of Capital Projects]

Design Standards

“Ensures that workers, subcontractors, and suppliers will be paid for their work in connection with the project.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Payment Bonds

“Involves an independent third party helping to guide the owner and contractor in negotiating their differences.” [ref. BOK – Planning, Design and Construction, Facilities Design and Construction, Construction Management]

Mediation

“Measure of how often a space is used during a given period. It can be measured by total hours of use or as a percentage of use during a specified time frame.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Space Planning and Administration]

Space Utilization

“Measures the occupancy rate a space has when it is in use. Used when determining instructional or laboratory space needs or when measuring how well current spaces are being occupied.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Space Planning and Administration]

Space Efficiency

“Refers to the total amount of space that makes up a building, including the assignable and non-assignable space.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Space Planning and Administration]

Gross Square Feet (GSF)

“Refers to spaces that are necessary for the general operation of a building. Many spaces are shared and cannot be considered assignable.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Space Planning and Administration]

Non-Assignable Square Feet (NASF)

“Refers to both assignable and non-assignable space. Typically this is the total space dedicated to a specific use or owner.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Space Planning and Administration]

Net Square Feet (NSF)

“Refers to the amount of space that may be used for programs within interior walls of a room. It is commonly referred to as the usable or needed space for programs to operate.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Space Planning and Administration]

Assignable Square Feet (ASF)

“Spaces are coded or classified in numerous categories in order to manage current use or plan for new/adaptable space. Categories are based upon the current activity in a room and not necessarily on the room's original design layout.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Space Planning and Administration]

Room Use Codes/Categories

“Establishes a series of codes for a variety of higher education uses, including space classifications. Has both numeric and descriptive classifications which is useful for database management and reporting of space usage.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Space Planning and Administration]

Postsecondary Education Facilities Inventory and Classification Manual (FICM)

“Consists of amount or quantity of the existing space; condition or quality of the space; effectiveness or functionality of the space; location of the space and cyberspace.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Space Planning and Administration]

Space Components

“Specifies the aggregate square footage appropriate for each type of institutional space and serves as a guide both in planning for new space and assessing the efficiency of existing space distribution.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Space Planning and Administration]

Space Planning Guidelines

“Computer system designed to capture, store, manipulate, analyze, manage, and present all types of spatial/infrastructure or geographical data.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Space Planning and Administration]

Geographic Information Systems (GIS)

“Computer system used to assist in the creation, modification, analysis, or optimization of a design or space.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Space Planning and Administration]

Computer Aided Design (CAD)

“Refers to designed physical improvements or modifications to the campus landscape, excluding utilities and buildings.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Site Development]

Site Development

“Existing infrastructure, roads, parking lots, buildings, and other site structures and systems.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Site Development]

Built Environment

“Should include a clear statement of the project's objectives and programmatic requirements, including environmental requirements, functional requirements, and aesthetic requirements.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Site Development]

Request for Design Services

“Indicates where buildings, open spaces, circulation systems, utilities, infrastructure, and other elements of the campus environment will be located.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Master Planning]

Campus Master Plan

“Expresses the campus’s broadest vision, mission and goals of itself and how it will direct its financial and other resources to achieve the vision, mission and goals.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Master Planning]

Strategic Plan

“Identifies capital projects and equipment purchases, provides a planning schedule and identifies options for financing. The master plan is the foundation for the institution's capital improvement plan.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Master Planning]

Capital Improvement Plan

“An element of the master plan that determines what type of buildings and open spaces should go where on the campus.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Master Planning]

Land Use/Site Plan

“A bond whose interest payments are not subject to federal income tax, and are sometimes also exempt from state or local income tax.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Capital Budgeting]

Tax Exempt Bond Financing

“Financing that carries a fixed interest rate either for the entire term of the loan or for part of the term.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Capital Budgeting]

Fixed Rate Financing

“Financing that carries a variable interest rate that is usually tied to a short-term interest rate index.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Capital Budgeting]

Variable Rate Financing

“Debt that has a maturity of between 1 day and 1 year, with the most common maturity being around 3 months.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Capital Budgeting]

Short Term Debt

“A lease for high-dollar assets and that can have terms of 20 or 30 years.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Capital Budgeting]

Financial Lease

“Involves the sale of an asset, with a simultaneous agreement to lease the asset back. This type of transaction is most often associated with land and buildings.” [ref. BOK – Planning, Design and Construction, Facilities Planning, Capital Budgeting]

Sale/Leaseback

PDC - Back Flashcards

(95 cards)