CSC Principles of Construction Documentation - Module 2

Vocabulary flashcards covering primary team participants, owner expectations, budgeting and estimating methods, project life-cycle phases, and the bidding process based on Module 2 CSC Principles of Construction Documentation.

Client

The building project initiator, from either the public or private sector, who usually decides when to proceed with various stages of development of a facility.

Owner

The person or entity identified in the agreement as such, or the owner's authorized agent or representative designated to the contractor in writing.

Design Professionals

Educated professionals registered or licensed by a province or territory to assure qualifications as architects or engineers.

Prime Consultant

The architectural or engineering professional employed by the owner who enters into a contract to provide professional services for a building project and engages required subconsultants.

Subconsultant

A professional specialist in a field outside the prime consultant's expertise, typically covering structural, mechanical, and electrical disciplines.

Contractor

The person or entity identified in the contracts who agrees to construct the project under contract with an owner/client using their own forces and subcontracting specialty work.

Subcontractor

A specialist contractor (such as plumbing, electrical, or finish carpenter) that has a contract directly with the main contractor.

Canadian Construction Documents Committee (CCDC)

An organization that produces standardized contract document types widely used throughout Canada.

Private Sector Owners

Individuals, developers, or private companies initiating projects ranging from simple renovations to major office builds and industrial facilities.

Public Sector Owners

Government agencies initiating public infrastructure projects such as schools, courthouses, government offices, and healthcare facilities.

Construction Budget

The sum established by an owner as available for construction of a project, including contingencies.

Estimate

A financial plan and reliable cost/time evaluation for an entire project containing three independent variables: quantity, quality, and budget.

Project Budget

The sum established by the owner for all aspects of a project, including construction, professional fees, furnishings, land, and other associated costs.

Quantity Survey

A detailed listing and measurement of all items of material and equipment necessary to construct a project.

Order of Magnitude Estimate

An initial estimating method based on historical costs related to a specific unit (such as per parking space or per apartment unit), providing an accuracy within $\pm 20\%$.

Square Foot/Metre Estimating Method

An estimating method used when schematic design drawings indicate space sizes of the facility, providing an accuracy within $\pm 15\%$.

Systems Estimates

An estimating method based on space sizes and the specific systems and elements used for the building, providing accuracy up to $100\%$.

Unit Price Estimate

A precise estimating method prepared from detailed working drawings, specifications, and site visits, providing an accuracy within $\pm 5\%$.

Stage 1 Budget Review

A project monitoring service assessing a proposed budget to ensure inclusion of typical project items and verify that the budget is adequate to complete the project.

Stage 2 Progress Draw Reviews

A project monitoring service performing periodic reviews of funding requests to verify that requested amounts are reasonable and remaining funds are adequate.

Quantity Take-off

The process of determining the required materials for a project based on available working drawings and specifications.

Construction Contingency Allowance

An allowance established as a percentage of the budgeted construction cost (generally $2\text{--}5\%$, but up to $25\%$) reserved for unprecedented circumstances.

Pre-Design Phase

The initial project phase consisting of preconception, conception, and project definition summarizing design parameters, functions, and elements.

Design Phase

The project phase involving selection of the project delivery method, drawing development, outline specification creation, and project manual development.

Bidding Phase

Typically the shortest but intensely active project phase during which prime contract bidders prepare and submit bids based on project delivery choices.

Construction Phase

The project phase during which design becomes reality, led primarily by the contractor and contract administrator.

Commissioning Phase

The phase ensuring whole-facility performance across mechanical, electrical, architectural, structural, and specialty systems.

Operations Phase

The period during which the facility is used for its intended purpose and monitored to verify performance, gather feedback, and update master specifications.

Deconstruction

The sustainable process of taking apart a facility to reuse or recycle materials as an alternative to demolition.

Renewal Phase

The post-demolition or post-deconstruction phase encompassing site cleanup, land restoration, and reclamation to return land to its natural state.

Bidding Requirements

Documents designed to attract prime contract bidders, establish bidding procedures, and assist contractors in properly submitting bids.

Bidding Documents

The comprehensive document package consisting of Bidding Requirements, Contract Forms, Contract Conditions, Specifications, Drawings, Addenda, and Contract Modifications.

Front End Documents

Industry slang describing the bidding and contract requirements organized in front of the technical specifications within the Project Manual.

Invitation to Bid

A document providing project identification, work description, bid type, completion time, submission details, bid security requirements, and bidder pre-qualifications.

Instructions to Bidders

A document defining requirements and procedures a bidder must comply with before and during submission, including document examination, discrepancy resolution, and bid opening.

Bid Form

A standardized document with blank spaces for bidders to fill out, sign, and seal, containing bidder details, document acknowledgments, site examination confirmation, and bid price.

Lump Sum Pricing

The most common bid pricing method, establishing one total fixed price for the entire project.

Addendum (Addenda)

Written or graphic instruments issued prior to bid opening to clarify questions, issue new requirements, change bidding details, or modify drawings and specifications.