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127 Cards in this Set

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  • Back

Pert diagrams

used for managing many large and complicated projects. Depends on statistics so not common in the design profession

WBS - work breakdown structure

tree like diagram or list of project tasks and subtasks with budgets and durations. Design professions have adopted this.

CPM - Critical plan method

network diagram that graphically shows a project, predicts the time needed to complete and highlights critical tasks to maintaining schedule

project managements concepts

project planning


task breakdown


scheduling


budget


quality-control strategies


project objectives


project management goals

6 project management goals

reach end of project


reach the end on budget


on time


safely


error free


meeting everyone's expectations


6 fundamental project management activities

1. defining the design projects scope of work, budget, and schedule in-effect, determining the project objectives


2. planning the work effort so that the project scope of work, budget, and schedule will be met


3. directing the design team as it does the work so the project objectives will be met while staying within budget and on-schedule


4. coordinating the efforts of the design team so that interdisciplinary information flows smoothly and at the right time


5. monitoring the design team's work product and progress against the project objectives, budget and schedule


6. learning from the project - what went right, what went wrong, and how to improve performance on the next project

4 different design firm organizations

1. sole proprietorships


2. design studios


3. multiple design studio organizations


4. Matrix organizations

sole proprietorships

one person ventures.


little financial investment to begin.


day to day overhead is low.


lots of freedom.


weak project management organizations.

design studio

most common structure for small to medium-sized firms. office and design projects generally managed by design studio owner or 'principle'

multiple design studio organizations

larger design firms - studio approach doesn't work well with larger projects. Must provide career path opportunities for employees.Can't afford to have large turnover. projects follow standardized procedures.

Matrix organizations

large design firms that organize around some type of matrix structure. larger more complex projects are probably multidisciplinary which means they are likely to be organized in the matrix mode

silo thinking

when a department head and his staff view their department as a little cottage industry, autonomous unto itself

adhocracies

projects team that, when finished a project, will not necessarily have the same roles as the last project completed.

main skills a PM needs

balanced composition. design. technical. organizational. financial. leadership. communication.

other skills a PM needs

High motivation to manage.


Ethical and professional behaviour.


Technical and legal competency.


pragmatic decision-making skills.


ability to make decisions with incomplete information.


Ability to empower a design team

Motivation to manage factors

- favourable attitude toward authority


- desire to compete


- desire to exercise power


- desire for a distinctive position


- a sense of responsibility

project work plan

step-by-step method for accomplishing work

fish-bone diagram

graphic way of dividing a project into its cause-and-effect bites. Diagrams all the inputs to an output according to their relationship to each other and by their level of importance or detail.


shows tasks and illustrates their interdependencies and relationships to the whole project.

6 objectives of the project work plan

1. definition of project objectives


2. identification of the project team


3. breakdown of the project into task budgets


4. development of the project schedule


5. establishment of the project quality-control program


6. identification of other project-specific procedures and standards

project controller

keep the project manager out of financial reporting trouble with upper management and to help PM see potential financial problems coming along well in advance

work breakdown structure

common structure used to organize project tasks into useful forms.

Good WBS (work breakdown structure) characteristics

- developed as a whole and then detail added


- hierarchical - component parts relate to each other in terms of importance


- right amount of detail


- tasks are defined by objective, duration and level of effort

outline of a typical project work plan document

1. project objectives


2. project team


3. project task-budget information


4. project schedule information


5. project quality-control procedures


6. miscellaneous procedures

project objectives (5)

- general description of the project


- major project objectives


- major milestones


- project construction budget


- deliverables by milestones


project team (3)

- project organization chart


- list of key team members, names, affiliations


- roles and responsibilities of key team members


project task-budget information (3)

-list of project tasks and budgets


-WBS task codes


-ODC (other direct costs) budgets

Project schedule information (2)

- project schedule


- project milestone information


Project quality-control procedures (3)

- quality control plan


- identification of quality-control manager


- quality-control procedures

miscellaneous procedures (5)

-accounting/invoicing information


- project safety procedures


- CADD and drafting standards and procedures


- project filing procedures


- telephone conversation and meeting minutes standard format

risk in PM

uncertainty and number of threats that exist or potentially exist in a project

strategies for controlling risk

- prevention


-transference - make another party responsible


- mitigation - lessen


- contingency - plan in advance


- assumption - accept a threats potential impact

Standard form of Agreement between Owner and Architect

most widely used owner/design professional standardized contracts

Two common negative clauses owners like to include in contracts

1 - Indemnity clauses - assure, underwrite, hold harmless - requires the design firm to assure and defend the owner against all claims, not just those caused by the design firm's negligence


2 - Gaurantees, warranties requiring the design firm to gaurantee something out of its control

lump sum (fixed price) contract

- fixed price is given to perform all services



- any money left over, the design firm receives the lump-sum as profit



- payment is linked to contract-defined deliverables

retainage

the amount withheld by the owner (usually 10%) from periodic payments as security for the design firm's performance over the life of the project

time and material contract

design firm is paid for time and materials spent - for labour and other direct costs

time and materials with a Maximum-not-to-exceed

whatever design firm does, owner pays for until the maximum amount specified in the contract

Cose Plus Fixed Fee

design firm is paid for all its costs, labour and materials. Labour costs do not carry profit. Profit is negotiated to a fixed amount that does not vary with actual costs.

Partnering

series of facilitator-lead team-building sessions that include the owner, contractor and design professional. eliminates the us-against-them mentality

mediation

voluntary method of resolving disputes by which the parties agree to a resolution themselves. A third-party mediator, agreed to by both parties acts as the go-between. Usually not binding.

arbitration

opposing parties present cases before an individual empowered to render a decision. (binding or non-binding arbitration)

2 types of contingency to use as a PM

1. budget contingency (at least 10%)


2. schedule contingency - add days to each phase of work

project construction budget

max amount client wants to spend to have project built

project design budget

max amount client wants to spend for design

project administration budget

amount client has allotted for its own internal costs to manage the project

construction support services budget

amount client has budgeted for construction inspection, testing, review of submittals et.

project contingency budget

amount client has set aside for design and/or construction changes

total project budget

sum of all budgets

budgetary cost model

breakdown of the overall estimated construction cost into major building components, materials and systems

earned value

amount of the budget allotted to a particular task that has been accomplished and is therefore earned

drawings:


0%


25%


50%


90%


100%

0% - drawing not started


25% - drawing started - plans, sections, elevations and details still in progress


50% - plans, sections, elevations, or details drawn but not dimensioned - no notes or material call-outs


90% - drawing is complete but not submitted for quality-control check


100% - drawing has been checked for quality control and comments on drawings have been corrected

speficiations


0%


50%


90%


100%

0% - specification not started


50% - specification section has been started and is somewhere in progress


90% - specification complete but not checked for quality control


100% - specification checked for QC and corrected

Milestone List

A list of due dates for critical or contract-defined significant activities

bar or gantt chart schedule

oldest graphic schedule type. easy to set up, intuitive to read and understand, suitable for small and medium sized projects

critical path method (CPM) schedule

for more complicated projects.


process flow diagram superimposed on a timeline. project tasks are laid out in chronological order and in the proper order or execution

start to start tasks

interrelated and start at the same timest

art to finish tasks

interrelated and one task finishes when the other one starts

finish to finish

interrelated and finished at the same time

offshoring

using services providers - individuals, branch offices, other companies - to produce some part of the project work product

charrette characteristics

- conducted on-site and lasts multiple days


- client and design team work collaboratively


- teams are multi-disciplinary


- work sessions are short


- work sessions followed by feedback discussions


- progress and outcome documented

Total Quality Management (TQM)

development of a quality-minded attitude towards everything one does is the lynchpin of TQM

5 phases common to design projects

1. start


2. planning


3. design


4. production


5. closeout

ACWP - Actual cost of work performed

amount of money or hours spent performing the task

BCWP - Budgeted cost of work performed

amount of the estimated budget earned based on comparing the task work actually completed to the estimated budget for the task

BCWS - Budgeted cost of work scheduled

estimated or planned cost to complete a particular task (dollars or hours)

CPM - Critical Path Method

the method of project scheduling that graphically shows dependent, interconnected and related activities or tasks - including the critical sequence of tasks

DTC - Design to Cost

method of design in which the initial task sets an appropriate cost target

GMP - Gauranteed Maximum Price

Type of contract with which the design firm invoices on a cost basis up to a stipulated maximum dollar amount that can't be exceeded

MbO - Management by Objectives

method by which projects are managed by objectives rather than by activities or tasks

NCI - National Charrette Institute

leading organization that promotes and facilitates the Charrette process

ODC's - Other Direct Costs

term used in project accounting that refers to miscellaneous costs other than those related to direct labour

PERT - Program Evaluation and Review Technique

A work diagramming system that uses statistics to determine the probabilities of task durations

PMI - Project Management Institute

International organization devoted to the standardization and dissemination of project management knowledge and techniques

PMP - Project Management Professional

title given to PMI members who have passed the accredited process

SRE - Salary related expenses

the additional labour costs associated with the employees' salaries (sick leave, vacation et.)

VE - Value Engineering

Review and analysis of the design of a project by a third-party team of experts

landscape architects are obligated to perform according to the standards and code of ethics from this organization

ASLA

The order of the following RFP, Work Plan, S.O.S., Budget

RFP


Scope of Services


Work Plan


Budget

Responsible for securing and monitoring the registration of LA's

CLARB

Landscape Architects may be licensed under these two acts

Title and Practice Act

Reciprocity

agreement between states for individuals to obtain licenses in another state

Sunsetting

Periodic review of licensing laws

The order of bidding and supervising a construction process for a project:


certification of payment, contract signing, addenda, bid tabulation, notice of award

Addenda


Bid Tabulation


Notice of Award


Contract Signing


Certification of Payment

The following are part of a bid package

addenda


drawings


specifications


advertisement to bid

Slander

spoken untrue defamatory statement

Strict liability

liability without fault

negligence

person fails to perform according to the norm expected of someone in that position

intentional misrepresentation

states a material fact known to be false that another believes and is harmed

Libel

written untrue defamatory statement

Join liability

a business partner commits a mistake that caused the client to lose money - you are liable through joint liability

Arbitration process is described:

in the professional services contract

as an agent with a fiduciary responsibility to a principle you:

have the legal power to bind the principle to the decisions you make with a third party

Agent relationship

controls overall conduct and performance of people. submits recommendations to client

master-servant relationship

must act in good faith and be obedient to the person. Personal interests are secondary

Employer-Independent Contractor Relationship

Has limited control of the overall conduct and performance of people. Involves people with special skills.

part of the Professional services contract that includes items such as controlling construction costs

The Owners Responsibility

Part of Professional Services Contract that includes definition of final program requirements

The Owners Responsibility

The following may be typical land development regulatory items you may have to deal with

Corps of Engineers Discharge permits


Land reclamation acts


Endangered species acts


subdivision regulations


property assessment taxes


historic preservation codes

Scope of Services is part of the...

Contract

Following items would be developed in this order:


advertisement to bid, RFP, Work plan, Qualifications statement, scope of services

RFP


Advertisement to Bid


Qualifications Statement


Scope of Services


Work Plan

information needed to create a project budget that can be managed by the PM and staff

- schedules


- tasks


- hours


- deadlines


- overhead

What you do and do not discuss with a client

NOT: work plan, Scope of Services



DO: Task analysis

Chart most commonly used for typical projects

Bar Chart


Complex project with easy to read schedule - integrates and sequences tasks and activities

CPM

Utilization rate describes....

the efficiency of an employer

To be forceable by law a contract must be.....

between two sane people

Consideration means...

you will work with the client in accordance with the terms of the contract

Certification of payment contains information from this document....

Change orders

The certificate of substantial completion is completed by ....

the LA and the contractor

ASLA is responsible for....

the accreditation of landscape architecture programs

In order to join ASLA you must....

be involved in the public, private or academic practice of landscape architecture

Proper sequence of these documents:


Qualification statement, scope of services, RFP, Work Plan, Detailed Budget, Contract

RFP


Qualification statement


Scope of Services


Contract


Detailed Budget


Work Plan

Illustrates task interrelationships and important task interfaces. (charts)

Isopach

Simple chart showing hour completed as well as duration of tasks

Bar Chart


Simplest form of project management chart

Wall

Complex system that encourages active participation of all team members

CPM

Simple, does not show relationships

Milestone

Use when a project is clearly defined, is simple and with which you have considerable experience (fee type)

Lump sum

Type of fee incorporated with other fees that can be used to cover up front expenses

Retainer

Usually used for open ended and hard to define projects (fee type)

Hourly rate times a multiplier

Encourages efficient management (fee type)

Lump Sum

Profit is separated and gauranteed

cost plus fixed fee

3 duties of LA

1 - protect the public health


2 - protect public safety


3 - protect public welfare

Trespass

A wrong committed against the real property or personal property owned by anotherN

Nuisance

Occurs through actions by a person that disrupt another person's use, comfort or enjoyment of property


Does not require entry - causes personal discomfort

Violation of Riparian Rights

riparian rights are the rights of ownership of land adjacent to both banks of a non-navigable stream. owner of land adjacent to a stream has a right to the reasonable use of water flow. Violation of this right is a tort

Rights of lateral and Sub-adjacent support

the right of an owner to have land supported by adjacent lands. Any excavation that removes lateral support from adjoining land and thereby causes damages is a tort