SOLUTIONS RATED A+
✔✔Meeting Agendas - ✔✔Must include key issues to be resolved to keep the project
moving forward, Allow adequate time for discussion , Schedule should anticipate
unforeseen issues arising which require some time
✔✔Meeting Notes and Minutes - ✔✔Should be abbreviated, Should be task oriented,
Verbatim
✔✔Site inventory Report - ✔✔rough site notes, photos, measurements, site assessment
for repair, renovations or code compliance/upgrade issues
✔✔Geotechnical Report - ✔✔tool used to communicate the site conditions and design
and construction recommendations to the site design, building design and construction
personnel.
✔✔Pro Forma Report - ✔✔a preliminary or incomplete report, feasibility study
✔✔Field Reporting during Construction - ✔✔Record of observations
✔✔Request for Proposal (RFP) - ✔✔Prepared by an agency or client and make
available to design professionals for their services. Describes the location and scope of
work for a project.
✔✔Request for Qualifications (RFQ) - ✔✔Prepared by an agency or client and made
available to design professionals for their service. Generally issued to develop a list of
consultants who are pee-qualified for project work for a fixed amount of time. (typically
1-2 year)
✔✔Proposal for Professional Services - ✔✔Prepared by the prime with assistance from
his/her subconsultants. Includes a detailed scope of services and fee proposal.
✔✔Professional Qualification Package - ✔✔Prepared by the prime consultant with
assistance to design professionals from his/her subconsultants. Does not include
detailed scope and fees.
✔✔Typical Proposal Contents - ✔✔1. Cover letter
2. Team description (firm description, org chart, resources)
3. Qualifications (relevant projects/references)
4. Approach and Understanding (scope of work, fee and task matrix, schedule, billing
rates)
5. Required forms and certifications
, ✔✔Grant Proposals - ✔✔Usually prepared by government agencies or non-profit
organization
✔✔Typical Grant Proposal Contents - ✔✔Executive summary, statement of need,
project description, budget, organization information, conclusion.
✔✔Non-Governmental Organization (NGO) - ✔✔aka non profit
✔✔Outcome Facilitation - ✔✔The process of helping groups or individuals, to learn, find
a solution, or reach a consensus, without imposing or dictating an outcome, CONTENT
NEUTRAL PARTY
✔✔Professional Ethics - ✔✔Professional shall give full consideration to the public
interest, Advice will be fair and unbiased, Duties in accordance with current professional
practice
✔✔Contracts - ✔✔Agreement between two or more parties that stipulates the exchange
of things of value between the parties to the contract , In writing and in detail
✔✔Percentage of Cost Agreement - ✔✔A contract where the fee for service is based on
percent of construction cost
✔✔Multiple of Direct Personal Expense Agreement - ✔✔A contract where the fee for
services is a direct multiple of actual costs
✔✔Flat Fee Agreement - ✔✔A contract where the fee is fixed in advance of beginning
work, Due to the somewhat uncertain nature of the design and construction process,
this type of contract must be accompanied by a very tightly written scope of work.
✔✔Preamble - ✔✔List the date, parties to the contract, description of the work or
services and compensation.
✔✔Basic Services - ✔✔Services to be provided and services not included as part of the
basic contract
✔✔Additional Services - ✔✔spells out other services and compensation for them which
have been anticipated. (ex. The use of sub-consultants)
✔✔Owners Responsibility - ✔✔Provision of necessary information (such as surveys)
and additional information as needed for the successful execution of the contract
✔✔Reimbursable Expenses - ✔✔How direct costs to the designer will be documented
and compensated. Direct costs usually include reproduction travel, long distance phone
calls, delivery of similar items