ARE 5.0: Project Management, Complete Verified
Solution
Application for Payment (A201; Article 9)
Submitted by the Contractor to the Architect. Itemized and prepared in accordance with
Schedule of Values. Architect reviews and submits to the owner so that they can pay
the contractor, or withholds for valid reasons.
Partnering
Stakeholders in a project all participate in decision-making process. Can produce closer
communication and shared responsibilities but requires more difficult management.
Project Manager
Coordinates the activities of all the members of the design and construction teams
related to the firm
Architecture Team members identified on proposal for project
Firm Principal; Lead Designer; Project Manager; Key Consultants
Assembling of project team (important considerations)
-Type/Complexity of Project
-Size of Project
-Staff Availability
-Experience Levels
-Billing Rates
-Personalities
Bar Chart (Gantt Chart)
Simplest and most common for scheduling a design project.
Dependency
When one task must be completed before another one can begin. Represented by an
arrow on a Gantt Chart, or a dashed arrow (dummy) on Critical Path Method.
Critical Path Method
A scheduling tool more common to construction projects. Sequence of tasks depicted
graphically, with tasks duration and earliest and latest start and finish times. Solid
arrows represent tasks; a task cannot begin until all tasks leading into a circle are
completed. Dependencies represented with dashed lines called dummies.
Critical Path
The sequence of tasks that must be started and finished on time to meet the project's
deadline.
Float
Maximum length of time that a noncritical task can be delayed or extended before it
causes a delay in the overall project.
Work Plan (or Fee Projection)
Detailed project schedule that breaks down project into its component tasks and
assigns specific staff and resources to each task. Also details how the fee will cover the
cost of staff and project expenses (after deducting profit and overhead).
total working fee
,The fee available to pay people to do the job after subtracting fees for profit, consultants
and other expenses.
Fee per Phase
Phase's percentage, multiplied by total working fee
Top-Down Approach
Estimate the total fee needed to complete a project using rules of thumb and historical
data. Subtract other expenses to get direct fee, and allocate direct fee to each phase.
Bottom-Up Approach
Break projects into individual tasks. List tasks in chronological order. Estimate number
of hours to complete each task and assign a staff member with a specific billing rate to
each task to calculate total estimated working fee.
Project Monitoring Chart
A chart comparing actual time (or fees) to budgeted time (or fees). Can be generated
using info from time sheets.
Full Wall Schedule
A method for developing a preliminary schedule where all team members are brought
together to determine tasks and scheduling. Vertical lines on wall represent weeks,
team members asked to place a start and finish card for each task on the wall in
location representing necessary time for task.
Consultant
An expert who is not part of the firm's regular staff but is employed to work on one or
more specific projects. They are responsible for the accuracy and consistency of their
own drawings but architect is liable to owner for their work,
Structural Engineer
Consultant that designs any new structure or structural modifications. Produces and
drawings and specifications for the structural portion of project.
Mechanical Engineer
Consultant that designs and produces the drawings and specs for heating, ventilating,
and air conditioning (HVAC) system, as well as plumbing systems. Can design fire
protection systems as well.
Electrical Engineer
Consultant that designs and produces the drawings and specs for the power system
and lighting system. Often will design telephone system, signal systems, and security
systems as well.
Project Notebook
Tool that allows PM to immediately access information for planning, coordinating, and
monitoring the project.
Items Contained in Project Notebook (8)
- General Reference
- Contracts
- Fees and Schedules
- Programming
- Budget
- Job Communication
- Construction Administration
- Closeout/ Follow-Up
, Elements of Meeting Minutes Template (7)
- Project Name and Number
- Date of Meeting
- Location of Meeting
- Time of Meeting
- People in Attendance and their Organizations
- Subjects Covered
- Follow-up or Action Items
Project Perfection Syndrome
The desire to continue to pursue perfection. Marginal progress toward perfection comes
at the expense of a great deal of additional time and resources. Occurs when
contractual and office quality standards have been met, but production staff want to
continue refining and improving design.
Basic Services (B101; Article 3)
Article 3 of B101 contract: Describes the activities of the architect during each phase of
a traditional design-bid-build project.
Additional Services (B101; Article 4)
Article 4 of B101 contract: Describes other services that an architect may perform in
addition to basic services. These can be performed in exchange for additional
compensation.
Schematic Design, Design Development, Construction Documents, Bidding and
Negotiation, Construction Administration.
Phases of a traditional design-bid-build project as outlined in the B101 contract. (B101;
Article 3)
Examples of Additional Services (B101; Article 4)
Programming; BIM; LEED (and the like); post-occupancy evalutations; detailed cost
estimating... many more...
(AIA Document) G612
Owner's Instructions to the Architect: Helps owner gather initial information for project.
Standard of Care (B101; Article 2)
"The Architect shall perform its services consistent with the professional skill and care
ordinarily provided by architects practicing in the same or similar locality under the same
or similar circumstances. The architect shall perform its services as expeditiously as is
consistent with such professional skill and care and the orderly progress of the Project."
Architect's insurance (required per B101)
- General Liability
- Automobile Liability
- Worker's Compensation
- Professional Liability
Structural, Mechanical and Electrical (B101; Article 3)
Engineering services Architect is responsible for
Owner's Responsibilities (B101; Article 5)
- Program
- Land Survey
- Geotechnical Engineer
- Tests, inspections and reports req'd by law
Solution
Application for Payment (A201; Article 9)
Submitted by the Contractor to the Architect. Itemized and prepared in accordance with
Schedule of Values. Architect reviews and submits to the owner so that they can pay
the contractor, or withholds for valid reasons.
Partnering
Stakeholders in a project all participate in decision-making process. Can produce closer
communication and shared responsibilities but requires more difficult management.
Project Manager
Coordinates the activities of all the members of the design and construction teams
related to the firm
Architecture Team members identified on proposal for project
Firm Principal; Lead Designer; Project Manager; Key Consultants
Assembling of project team (important considerations)
-Type/Complexity of Project
-Size of Project
-Staff Availability
-Experience Levels
-Billing Rates
-Personalities
Bar Chart (Gantt Chart)
Simplest and most common for scheduling a design project.
Dependency
When one task must be completed before another one can begin. Represented by an
arrow on a Gantt Chart, or a dashed arrow (dummy) on Critical Path Method.
Critical Path Method
A scheduling tool more common to construction projects. Sequence of tasks depicted
graphically, with tasks duration and earliest and latest start and finish times. Solid
arrows represent tasks; a task cannot begin until all tasks leading into a circle are
completed. Dependencies represented with dashed lines called dummies.
Critical Path
The sequence of tasks that must be started and finished on time to meet the project's
deadline.
Float
Maximum length of time that a noncritical task can be delayed or extended before it
causes a delay in the overall project.
Work Plan (or Fee Projection)
Detailed project schedule that breaks down project into its component tasks and
assigns specific staff and resources to each task. Also details how the fee will cover the
cost of staff and project expenses (after deducting profit and overhead).
total working fee
,The fee available to pay people to do the job after subtracting fees for profit, consultants
and other expenses.
Fee per Phase
Phase's percentage, multiplied by total working fee
Top-Down Approach
Estimate the total fee needed to complete a project using rules of thumb and historical
data. Subtract other expenses to get direct fee, and allocate direct fee to each phase.
Bottom-Up Approach
Break projects into individual tasks. List tasks in chronological order. Estimate number
of hours to complete each task and assign a staff member with a specific billing rate to
each task to calculate total estimated working fee.
Project Monitoring Chart
A chart comparing actual time (or fees) to budgeted time (or fees). Can be generated
using info from time sheets.
Full Wall Schedule
A method for developing a preliminary schedule where all team members are brought
together to determine tasks and scheduling. Vertical lines on wall represent weeks,
team members asked to place a start and finish card for each task on the wall in
location representing necessary time for task.
Consultant
An expert who is not part of the firm's regular staff but is employed to work on one or
more specific projects. They are responsible for the accuracy and consistency of their
own drawings but architect is liable to owner for their work,
Structural Engineer
Consultant that designs any new structure or structural modifications. Produces and
drawings and specifications for the structural portion of project.
Mechanical Engineer
Consultant that designs and produces the drawings and specs for heating, ventilating,
and air conditioning (HVAC) system, as well as plumbing systems. Can design fire
protection systems as well.
Electrical Engineer
Consultant that designs and produces the drawings and specs for the power system
and lighting system. Often will design telephone system, signal systems, and security
systems as well.
Project Notebook
Tool that allows PM to immediately access information for planning, coordinating, and
monitoring the project.
Items Contained in Project Notebook (8)
- General Reference
- Contracts
- Fees and Schedules
- Programming
- Budget
- Job Communication
- Construction Administration
- Closeout/ Follow-Up
, Elements of Meeting Minutes Template (7)
- Project Name and Number
- Date of Meeting
- Location of Meeting
- Time of Meeting
- People in Attendance and their Organizations
- Subjects Covered
- Follow-up or Action Items
Project Perfection Syndrome
The desire to continue to pursue perfection. Marginal progress toward perfection comes
at the expense of a great deal of additional time and resources. Occurs when
contractual and office quality standards have been met, but production staff want to
continue refining and improving design.
Basic Services (B101; Article 3)
Article 3 of B101 contract: Describes the activities of the architect during each phase of
a traditional design-bid-build project.
Additional Services (B101; Article 4)
Article 4 of B101 contract: Describes other services that an architect may perform in
addition to basic services. These can be performed in exchange for additional
compensation.
Schematic Design, Design Development, Construction Documents, Bidding and
Negotiation, Construction Administration.
Phases of a traditional design-bid-build project as outlined in the B101 contract. (B101;
Article 3)
Examples of Additional Services (B101; Article 4)
Programming; BIM; LEED (and the like); post-occupancy evalutations; detailed cost
estimating... many more...
(AIA Document) G612
Owner's Instructions to the Architect: Helps owner gather initial information for project.
Standard of Care (B101; Article 2)
"The Architect shall perform its services consistent with the professional skill and care
ordinarily provided by architects practicing in the same or similar locality under the same
or similar circumstances. The architect shall perform its services as expeditiously as is
consistent with such professional skill and care and the orderly progress of the Project."
Architect's insurance (required per B101)
- General Liability
- Automobile Liability
- Worker's Compensation
- Professional Liability
Structural, Mechanical and Electrical (B101; Article 3)
Engineering services Architect is responsible for
Owner's Responsibilities (B101; Article 5)
- Program
- Land Survey
- Geotechnical Engineer
- Tests, inspections and reports req'd by law
