Project Closeout

Question	Answer
1) important activities to carry out after project completion include: 2) "project closeout" is the final portion of const. admin phase where what happens? 3) one of the most important milestones of a project is the date of:	1) bldg commissioning, project follow-up, post-occupancy evaluation 2) bldg work is completed, structure is made ready for occupancy, all remaining documentation is finalized 3) "substantial completion" = work is sufficiently complete in accordance w/ contract docs so owner can occupy/ utilize space for intended purpose
1) the date of substantial completion brings what type of implications? 2) ^ ex of this: for many states what begins w/ date of substantial completion? (D.o.S.C.) 3) what ends at the D.oS.C. 4) for the contractor, what is based on D.oS.C.?	1) legal & administrative implications 2) the statute of limitations for errors or omissions caused by the arch 3) the contractor's sch for the project 4) early completion bonuses or liquidated damages involved
1) the D.o.S.C. also est.'s responsibilities of the owner & contractor for: 2) AIA Doc A201, Gen. Cond.'s of the Contract for Const. outlines the contractor's closeout procedure begins by:	1) security, maintenance, utilities, warranties, damage to the work, insurance 2) notifying the arch in writing & submitting a comprehensive list of items still to be completed or corrected
1) what next step does the arch take after the contractor has begun project closeout 2) what is a "punch list?" 3) after the arch's inspection, if any items need further completion or correction to accord w/ contract docs the contractor must:	1) the arch makes an inspection to see if work or portion of it is substantially complete & if more items need to be added to list 2) the list of items made by the arch as a result of the inspection ^ 3) corrects the items before another inspection by arch
1) upon a 2nd inspection, if arch deems work substantially complete, they then: 2) what doc should be used for preparing est. date of substantial completion? & who is it then sent to? & a signature acknowledges what?	1) prepare a certificate of substantial completion that est.'s the date of substantial completion 2) AIA Doc G704 "Certificate of Substantial Completion" - sent to owner & contractor to sign that acknowledges outstanding corrections to make or work to finish & nonconforming items accepted by owner
1) if arch still doesn't deem work substantially complete after 2nd inspection, the contractor must what & the owner can choose to: 2) when contractor has completed all remaining work, they:	1) contractor must finish work before a cert. of substantial completion is prepared & the owner can choose to move into bldg or wait while punch list work is corrected 2) notify arch in writing work is ready for final inspection along w/ an app. for payment
1) work the contractor must complete following the substantial completion date includes:	1) final cleaning, instruct owner in operation of systems & equip., complete keying for locks & turn over to owner, restore any items they damaged, & if spec req.'s provision of "attic stock" (extra mat.'s) for future repairs, mat. should be delivered & documented
1) if arch finds work acceptable & in compliance w/ contract req.'s, they issue: 2) final completion is documented by:	1) the final cert. for payment & entire balance due to contractor including retainage 2) the arch's issuance of final cert. for payment, no AIA doc exists for this, rather it's outlined in Gen. Cond.'s (arch consultants may issue separate cert.'s of completion for their portion of work)
- before authorizing final payment, the arch must receive from contractor: 1) affidavit that payrolls, bills for mat.'s & equip., oth project-related expenses have been paid 2) cert. proving insurance req.'d by contract to remain in force after final payment is currently in effect	3) written statement that the contractor knows of no substantial reason that the insurance won't be renewed 4) consent of surety to final payment, if applicable 5) oth data est. payment or satisfaction of obligations arising out of the contract
6) all warranties, maintenance contracts, operating instructions, certificates of inspection, & bonds 7) all documentation req.'d to be submitted w/ the app. for final payment 8) a set of as-built dwgs, if req.'d by the owner-contractor agrmt	9) the cert. of occupancy as issued by the bldg dept. (this is part of permit process originally paid for by contractor) 10) extra stock of mat.'s as call for in the spec's
*Practice Question -the punch list is created & maintained by the: 1) arch 2) authority having jurisdiction 3) contractor 4) owner	- Answer - 1) architect - Solution - this is a list of items still needing completion, it's created & maintained by the arch
BUILDING COMMISSIONING 1) "bldg commissioning" is the process of: 2) commissioning is an expansion of the traditional:	1) planning, designing, installing, inspecting, testing, starting up, & adjusting bldg systems & THEN verifying & documenting they operate as intended & meet design criteria of contract docs 2) testing, adjusting, & balancing (TAB) commonly performed on mech systems but w/ more scope
1) commissioning agents are who & prov. what? 2) when do commissioning agents get involved? 3) commissioning of the energy systems is a prerequisite for:	1) typ a 3rd party & prov. post const. evaluation services = aka quality ctrl process for enhancing delivery of project 2) ideally from programming phase to post-occupancy & doc. process 3) LEED certification of bldg
1) what are the 3 basic stages of commissioning? 2) which commissioning doc is developed during the pre-design phase & what is it for 3) in the pre-design phase commissioning determines which systems will be:	1) determining performance req.'s, planning the commissioning process, & performance & functional testing 2) (OPR) Owner's Project Req.'s - a summary of critical planning req.'s & owner expectations 3) commissioned, criteria for acceptance, preparation of commissioning spec's to outline req.'s of later phases
1) the (OPR) owner's project req.'s is developed into a: 2-3) difference btwn OPR & DOB is:	1) "basis of design" (BOD) doc during the design phase - explains how the OPR has been satisfied by proposed design 2) OPR = broad statements regarding bldg performance + systems & energy efficiency goals 3) BOD = more technical doc for systems selections, integration, sequence of operations
1-7) drafting a commissioning plan includes:	1) determining the scope of the commissioning activities 2) est. a budget 3) setting a sch 4) est a testing + inspection plan 5) developing spec's 6) determining special testing needs 7) writing a commissioning plan
-the commissioning plan is a written statement that may include: 1) intro & description of the scope of the commissioning 2) list of the systems & oth elements to be commissioned 3) responsibilities & identification of team members	4) commissioning sch 5) commissioning protocols 6) documentation req.'d during the process 7) test procedures & inspection plans 8) construction checklists
1) the most important part of the commissioning process occurs when: 2) if equip. needed to comply w/ performance standards is incorrectly functioning: 3) training of operation & maintenance for bldg systems ctrl's & equip. is done for:	1) bldg systems & oth elements are turned on & tested to determine if they meet the design criteria 2) the contractor makes repairs & adjustments 3) the bldg operators (owner)
1) during this phase ^ (near completion of const.), the commissioning agent creates a "commissioning report," which summarizes 2) commissioning activities & evaluation should cont. into:	1) results of const.-phase commissioning tests & prov.'s detailed operation & maintenance instructions for ea. of the systems, & sometimes includes the equip. mfr's product info & manuals 2) the post-occupancy phase
1) when should testing in the post-occupancy phase occur? 2) the contractor's warranty should be coord. w/ the commissioning activities so: 3) bldg systems & const. elements req. commissioning depends on:	1) 1 yr after initial occupancy to verify systems cont. to operate as intended under normal occupancy & operating cond.'s 2) any corrections needed take place under warranty 3) the complexity of bldg type & owner needs, ex hospital vs small office
- elements that may need commissioning 1) mech systems (heating & cooling, air handling equip., distribution systems, pumps, sensors & ctrl's, dampers, cooling tower operation) 2) elec systems (switchgear ctrl's emergency generators, fire mgmt systems, safety systems)	3) plumbing systems (tanks, pumps, water heaters, compressors, fixtures) 4) fire suppression (sprinkler) systems (standpipes, alarms, hose cabinets, ctrl's) 5) fire mgmt & life safety systems (alarms & detectors, air handling equip., smoke dampers, bldg communications)
- elements that may need commissioning 6) energy efficiency & water efficiency 7) vertical transportation systems (elevator ctrl's & escalators) 8) telecommunication & computer networks 9) exterior envelope	10) accessibility 11) security & safety 12) survivability 13) space functionality 14) maintainability
1) in most cases the "commissioning provider" (CxP) or aka "commissioning agent" (CxA) is who & specializes in: 2) the arch uses which doc. to prov. commissioning services to owner?	1) a 3rd party agent specializing in coord. efforts of everyone on team for commissioning, OR the const. manager is CM is serving as adviser & not part of contractor's firm, OR an arch/ eng. firm may act as CxP if it has the expertise 2) AIA Doc B211, "Standard Form of Arch's Services: Commissioning"
-ppl who should participate in bldg commissioning: 1) commissioning provider 2) architect 3) mech, elec, plumbing eng.'s & oth design consultants as appropriate 4) general contractor	5) subcontractors prov. elements of systems to be commissioned like mech, elec, fire protection, etc 6) owner, owner's operation personnel, owner's maintenance personnel 7) oth's directly involved w/ const. process, including owner's agent, code officials, & const. manager
*Practice Question - In most cases, the person responsible for coord. the process of commissioning a large bldg should be: 1) the arch 2) the constructor 3) the owner 4) a 3rd party agent	- Answer 4) 3rd party agent - Solution: commissioning a large bldg can be a complicated process, & in most cases should be done by an independent, 3rd party agent
PROJECT FOLLOW-UP & ADDITIONAL SERVICES 1) why is helping an owner thru the difficult period of a move important? 2) cont. follow-up makes it possible to maintain contacts in:	1) it creates a lasting good impression, & owners are good references for future projects & great for a firm's marketing 2) the owner's organization for future business development for either expansion of their bldg, oth projects owner's involved in, or referrals to oth org.'s
1) follow-up prov.'s opportunity for: 2) new knowledge gained from completed projects should be: 3) why should this knowledge be maintained w/out ref. to specific projects?	1) eval. of a completed, occupied design 2) placed in an office data base for future projects w/ notes/ dwgs/ details the worked or not/ well-written spec's, photos, in order to upgrade a firm's next services 3) to avoid liability issues
1) how can the arch assist the owner w/ new occupants adjusting to the bldg w/ complaints & questions? 2) how often should the client & arch make follow up visits & why is it helpful?	1) by forwarding problems to appropriate persons, explaining new bldg features, suggesting mod.'s to how bldg is used, answering relevant questions from occ.'s 2) 6 mon. & 1 yr intervals to review maintenance problems, look for defects to be repaired under contractor/ mfr warranty, see how mat.'s & design decisions have done over time
1) ^all the abv services should be expected when preparing initial agrmt b/c AIA Doc B101 Standard Form of Agrmt Btwn Owner & Arch states that: 2) how soon must this requirement ^ take place?	1) the owner can request arch w/out more compensation to conduct a meeting w/ the owner to review the facility operations & performance 2) w/in 1 yr of date of substantial completion (next card: additional follow-up activities)
-additional follow-up activities include: 1) verifying all operating instructions, guarantees, maintenance guidelines, & oth doc. req.'d by contract have been forwarded to client 2) verifying owner has received all lien waivers 3) sending a gift to client, to arrive in time for opening ceremonies, if any	4) photographing the project 6) holding an in-house review of project 7) eval. perform. of consultants 8) compiling info about sch perform., design fees, const. costs for in-house records 9) filing all project-related docs, to be kept for the req.'d retention period
POST-OCCUPANCY EVALUATION 1) "post-occupancy evaluation" (POE) is a review of a: 2) is a POE a standard part of arch's service	1) completed project after the client has occupied it for some time, typ 3-6 mon. 2) no, it would have to be incorporated into one of standard AIA owner-arch agrmt's or use AIA Doc G802 "Amendment to the Prof. Services Agrmt"
1) a POE can also be contracted how/when? 2) why would it be more preferable for the arch to use AIA Doc G802? 3) sometimes the client doesn't want to pay for a formal eval. of bldg (unless they want to construct sim. bldg's) so the POE is then more:	1) separately after the project's complete 2) any POE services are added to the original agrmt so the statute of limitations begins on date of substantial completion rather than much later when POE is completed 3) informal at the arch's own expense but for the benefit of their firm
-POE's are performed to prov. answers to 1) is the design image consistent w/ owner's stated goals? 2) does final design satisfy original program req.'s? 3) is adequate flexibility & expansibility prov.'d, consistent w/ owner's original needs?	4) are rooms & spaces of adequate size for their intended function? 5) were all req.'d adjacencies prov.'d? 6) are all site features working as intended? 7) have any structural problems been identified? 8) is the ext. envelope + roof functioning as designed?
9) are const. details adequate for their use? 10) are mat.'s & finishes holding up to use? 11) is the lighting adequate for all spaces? 12) are the HVAC systems functioning as designed? 13) are plumbing fixtures working right?	14) are the acoustics adequate? 15) were adequate power & communication networks provided? 16) are energy conservation systems & products performing satisfactorily? 17) are users of space satisfied w/ performance of the bldg? 18) is owner satisfied w/ the project?
1-8) the arch should also evaluate the project delivery process in terms of:	1) what worked & what didn't 2) design processes 3) programming information 4) project mgmt techniques 5) scheduling 6) fee allotment 7) specification & detailing methods 8) const. documentation procedures
*Practice Question -Which of the following statements about post-occupancy evaluations is true? 1) typ made 3-6 mon after occupancy 2) a standard part of an arch's services 3) typ paid for by the client 4) performed for benefit of client, not arch	- Answer 1) typ made 3-6 mon after occ. - Solution - a POE is a review of a completed project, not a standard arch service, typ performed at arch's expense for benefit of the firm

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	Created by Kara Biczykowski about 3 years ago