LARE – Section A – Flashcards
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breach of ethics
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places the professional's interest ahead of the client
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subdivision regulations
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used to control the intensity of proposed development by limiting the site's size, location, proximity to other uses, density, and coverage
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building codes
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refers to methods, materials, systems, strengths, minimum standards, and overall quality of development at a site
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lot coverage limits
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used to control size of pavement or building coverage in relation to total site size
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land use itensity
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limits a site's location and proximity to other adjacent uses. usually addressed by zoning codes that might include land use tables or lists of allowable, conditional, and prohibited uses
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variance process
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used to formally acknowledge and address lot size or shape variation in relation to other similarly designated lots
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appeals process
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used after a land use decision has already been made in hopes of changing a decision
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arterial street
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used to carry the highest number of vehicles, usually at higher rates of speed in relation to other street types
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collector street
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low-to-moderate-capacity road which serves to move traffic from local streets to arterial roads
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boulevard
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normally a street with a landscape space in the center and at the edges, typically wider than a local street, not associated with any particular traffic capacity
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capital improvement program
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a long-life major expenditure by a public agency. two or more programs would be considered a program
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specific area plan
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a particular type of plan, authorized by california state law, that would include a capital improvement program/ project
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local improvement district (LID)
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a defined area or zone with specified properties that benefit from a specific capital improvement project. has many local variations, such as the rural improvement district (RID), or utility improvement district
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tort
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a wrongful act or an infringement of a right (other than under contract) leading to civil legal liability.
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lien
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a formal written claim against the property record, for the value of work performed or materials provided
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negligence
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referes to a duty not performed, omitted, or performed incorrectly so at to cause hard to a person or property; person fails to perform according to the norm expected of someone in that position. If a duty exists, substandard performance is proven, and damage occurs
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impact
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the force or impression of one thing on another; not automatically a civil or private wrong or an injury involving a violation of private personal rights
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statute of limitations
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the limit that sets out terms and times under which certain actions can be brought forward in court
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performance conditions
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refers to specifications for construction work performance or material quality; define the intended outcome yet do not specify the details or process needed to deliver the requirement
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prescriptive conditions
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refers to the manner in which an action is performed and is a second type of specification for construction work
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misfeasance
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legal term that means a wrongful act; not associated with any particular time frame; related to a term related to a contract or private action
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limited liability company
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a form of business organization that can protect a company's assets from creditors
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trust
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a financial arrangement organized to protect and transfer assets, usually for favorable taxation purposes
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mutual fund
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type of investment that includes several different securities (stocks, bonds, etc.), regulated and organized to be traded in an active market for the ease of purchase or sale
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sole proprietorship
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used widely for consultant services, this form of business organization does not protect asses from creditors. A single individual or business owner
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arbitration
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the process or action used to resolve contract disputes outside of the court system, usually with the use of a mediator or a neutral party to facilitate talks and record the resolution after it is reached
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remand
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an order from a higher body to a lower body for a "do over: decision or action, usually with specific instructions on how to correct or change earlier decision
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disavow
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repudiate, or reject as unauthorized
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malfeasance
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an improper action by a public official
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financial guarantee
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the general category of financial forms, typically issued by an entity other than the contractor, that ensures the owner or a municipal agency that the contract obligation for the monetary amount of the work will be met; often used to ensure performance of a municipal regulation; available kinds of guarantees are surety bonds, cash deposits, assignment of funds, and irrevocable letters of credit
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surety bond
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contract among at least three parties: the obligee: the party who is the recipient of an obligation. the principal: the primary party who will perform the contractual obligation. a widely used form of financial guarantee made available by a financial firm
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monetary policy
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a general banking or economic term that refers to an overall policy on the regulation of the flow of capital
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financial plan / money purchase pension plan
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#1 refers to a formal document or established mechanism to accumulate assets, or a plan within which to invest assets
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site-line traingle
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a setback at a street and driveway intersection that restricts anyone from placing view obstructions at the height of the driver's line of sight; generally located between 3' and 6' above ground for a specified horizontal distance related to street design speed
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line of sight
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the vertical view corridor that might normally be 3 degrees, measured up or down, from the height of the viewer's eye
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best management practices / active living program
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term used in documents to refer to pedestrians, yet neither form of regulation directly protects pedestrians at street and driveway intersections
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time limits to perform services
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should always be in an agreement, to limit liability with regards to time of completion
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jurisdiction / venue for dispute resolution
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should be included in contract documents, to make clear where and how the process of dispute resolution can be performed
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basic services
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should always be included in an agreement, or in an attachment or exhibit made part of the agreement
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LEED "silver" certification
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a program ranking based on a criteria set by a private organization to ensure high sustainability and ecological principles in site and building design
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smart growth program
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might ensure high sustainability and ecological principles in site and building design (not a state or local law); a collaborative effort in the form of a political action coalition rather than a set of industry standards; it involves both public and private actions rather than industry design standards
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growth management
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usually a state or local law to ensure high sustainability and ecological principles in site and building design
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department of the interior
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a vast public land ownership as well as several branches, such as the national park service, and the bureau of land management, that require the skills of landscape architects in various roles, such as project management, design, and planning
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territorial governments
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u.s. virgin islands, guam, marshall islands
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summary judgement
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a type of decision or order made by a judge that ends a dispute between the parties in court
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deposition
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routinely used to make statements before or outside of a hearing, when a party cannot attend or when detailed information needs to be recorded
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affidavit
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a type of declaratory statement similar to a deposition, except that it is simply signed written (usually sworn) statement by an individual, not necessarily formally recorded by a court reporter
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intellectual property
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the category of legal claim that pertains to copyrights and protection of the ownership of creative works, including the software used by nearly all private-sector professional offices providing landscape architectural services
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moonlighting
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refers to professional work done by an individual in addition to his or her principal occupation. can result in risk exposure for the employee or employer. limits of liability can be extended to employers in certain instances
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american nursery and landscape association
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a professional organization that publishes a widely used guide called American Standard for Nursery Stock
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council of tree and landscape appraisers
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organization that is considered the leader for determining value of trees in court, whether the expert witness is a landscape architect, appraiser, or arborist
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prevailing wages
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defined as the hourly wage, usual benefits and overtime, paid to the majority of workers, laborers, and mechanics within a particular area
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landscape architect's responsibility
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report to the professional regulation board any activity that violates professional regulations, and be truthful about personal qualifications in his or her area of expertise
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valid reason for landscape architect's license to be revoked
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mental or physical disabilities clauses are commonly found in most state laws, and such clauses enable licensing boards to discontinue licensure
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major gifts
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given to secure future fees from prospective clients or to encourage loyalty from existing clients (not allowed)
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liquidated damage clause
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addresses the penalty for late completion by the contractor, primarily for schedule control
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common law
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a system of laws originally developed in england that result in decisions based on customs and usage rather than codified wirtten law; usually involve equity or specific instances that are not addressed by local codes
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case law
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the law as established by the outcome of former cases
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tort law
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in common law jurisdictions, is a civil wrong that unfairly causes someone else to suffer loss or harm resulting in legal liability for the person who commits the tortious act, called a tortfeasor
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MIL SPEC's
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military unique specifications
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administrative agency action
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a state board; part of the legislative, judicial, or executive branches
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administrative practice
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the type of professional assistance needed to respond to such an action by a state board; each state has its own rules, and there is also a set of generally applicable national rules
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clustering
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concentrates development in one area while avoiding another area
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transfer of development rights
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a program or an agreement for relocation of residential density, possibly including the right to transfer development offsite to another property
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capital improvement project
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a short-range plan, usually four to ten years, which identifies capital projects and equipment purchases, provides a planning schedule and identifies options for financing the plan
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buffers
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can mitigate a wide variety of potential wetland impacts, such as sediment laden runoff that affects water quality or quantity, water level fluctuations from changes in runoff, wildlife predation or disturbance from domestic pets, and construction equipment damaging vegetation or compacting soils
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right of way
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refers to a method of controlling owership of a particular type of site development
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abatement
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the action that would be taken against a property owner to enforce code compliance; authorizes removal of an improvement not allowed by code; in some cases costs are eventually paid by the property owner after a lien is filled on the property records
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negation
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refers to repudiation, or canceling a prior action
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assignment
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refers to transfer of an obligation or contract from one person or firm to another
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addendum
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used for a directive to change an agreement
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guaranteed maximum upset, billed hourly
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the form of fee arrangement used to ensure a client that the scope of a project will be billed at the actual number of hours, up to a maximum limit that the consultant will guarantee not to exceed
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percentage of construction cost
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a method of fee arrangement based on a portion of the project costs set by an estimate or actual bids
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percentage of prime consultant fee
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method based on a proportion of the project costs, set using the prime consultant's cost, set using the prime consultant's fee amount in some percentage as the subconsultant fee. does not ensure that the scope requirement will be met for any maximum fee.
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cost plus fixed fee
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1. method uses consultant's actual costs plus a negotiated lump-sum fee; does limit some expenses (the fixed fee portion) to a client, it does not limit the overall cost of services delivered to the client 2. Profit is separated and guaranteed.
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assignment with a right of survivorship
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a contract's ability to remain in force after one main party is no longer available or eligible to perform; the contracts provision extends the life of a contract agreement beyond one or more of the original contract parties, to their heir or successor
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assignment of funds / cash deposit / surety bond
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financial guarantees routinely available from banks and insurance companies; used in the private and public sector to ensure that work can be performed by the contracting parties under an agreement, for the amount that is estimated or set for the work
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architectural / engineering / planning (A/E/P) firm
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consists of professional services consultants, including landscape architects. would not be expected to include contractors or builders
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petition with the clerk of court
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the first ministerial action to start a construction claim in a court system
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liability reform measures
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typically require that the party seeking relief first obtain a certificate of merit prepared by another independent professional
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short list
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a document of qualified consultants or contractors, and is used in the process of awarding a contract for a project; provides fair and equal treatment to all parties, yet uses past experience in a particular area of expertise as a primary factor in the decision among the likely finalists
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support sheet
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an abbreviated or expanded note sheet for bidding
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request for proposal (RFP)
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method of locating and evaluating one or more potential subconsultants, such as the soil engineer or irrigation designer, for a federal or private project; does not refer to construction payment responsibility regulations
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request for information (RFI)
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an interrogatory method that can be established by the project manager, a client, or a consultant as a means of formally requesting information during a consultant selection process, during a project, or during construction. although this exists for both minority business enterprise and women-owned business enterprise (WBE) firms, these two kinds of lists are used only where required by federal, state, or local regulations, and their use is not standard practice; overall goal is to ensure that an equatable distribution of consultant work will be performed by all firms, including those determined to be disadvantaged
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lease agreement
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agreement between a tenant and a property owner
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construction agreement
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agreement between a contractor, subcontractor, as well as an owner and contractor
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70%
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percentage of litigation that arises from miscommunication
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30%
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percentage of litigation that arises by actions or third parties and consultants
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construction safety
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normally not the responsibility of the architect's at a jobsite
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performance bond
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a type of surety bond that offers a financial guarantee, specifically to ensure performance of work
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substantial completion or final inspection
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project must be substantially complete, usually excluding minor punchlist items. a final inspection would normally be required before making a request to release the surety bond
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bidder's instructions
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refers to documents that are not part of the technical qualifications yet are added to the front of the project manual, which includes the technical and general specifications; time and place to submit a bid; invitation to bid and the bid form
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supplementary conditions / special conditions
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part of the project manual (also called the contract documents), which modifies the general conditions. do not normally modify technical specifications
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clients
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the largest single of litigation claimants; over 70% of all claims
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mechanic's lien
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include material liens, contractor liens, and consultant liens.
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construction lien
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includes all of the categories that supply labor, materials, or services
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lis pendens
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a legal term that means notice of pending litigation
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statute of limitations
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the maximum time limit to pay a claim (civil) or provide punishment (criminal); can be included in specifications or in an agreement to control the potential for financial claims against a landscape architect consultant due to an error on the construction plans
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statute of repose
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describes the set of laws used to define the maximum time period for filing claims against professionals; not necessarily a limit on the number or type of claims, just a limit on the time period within which to file a claim
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angle of repose
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the maximum incline at which soil will remain in a stable position
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indemnification
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to compensate that party for loss or damage that has already occurred, or to guarantee through a contractual agreement to repay another party for loss or damage that occurs in the future; limits third-party claims
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hearsay
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third-party information, and is normally limited by rules of evidence, public opinion is excluded or might be relevant only in limited situations, and anecdotal statements are less important than expert witness testimony
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project liability control clauses:
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claim mediation, the clients agreement to waive claims up to a limit, and indemnification
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american society for testing and materials
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widely used to define attributes for construction materials and are the standards primarily used in construction
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allied professionals
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state registered professions that are most similar to the practice of LA; Traditionally includes licensed architects, professional engineers, land surveyors, professional planners, and interior design services
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Building inspector
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Assist builders, contractors, and owners by ensuring that construction projects meet building regulations and codes of practice. Make on-site inspections during building work, checking that proper methods and materials are used which is reported to proper authority.
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Contractor
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An individual or company licensed to perform a defined scope of work on a construction project and agrees to furnish labor, materials, equipment and associated services to perform the work for a specified price
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General contractor
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Responsible for the execution, supervision and overall coordination of a project Hires specialty contractors for such tasks, e.g. electrical, plumbing
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Specialty contractor
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Licensed to perform a specialty task e.g. electrical, side sewer, asbestos abatement
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Subcontractor
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Works for another general contractor
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Trade Contractor
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Specializes in providing/installing specific elements of the overall construction requirements of a project
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License
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refers to state licensing of individuals who have successfully met education, training, and formal examination requirements that indicate their competency to professionally practice landscape architecture. A license gives the legal right to practice in the certification area and a legal responsibility for the work projects.
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State Landscape Architect Board
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1. Adopt necessary rules 2. Set standards for licensure 3. Adopt mandatory standards of professional conduct 4. Investigate and discipline unauthorized, negligent or incompetent practice 5. Act as an arbiter in a dispute between a LA and a member of the public.
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Council of Landscape Architecture Registration Boards (CLARB)
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National coordinating agency that was formed in 1961 that set guidelines for LA to guide state boards involved in licensing LA to practice.
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Title Act
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1. No unqualified individual may call themselves a LA 2. An individual may still perform the work of a landscape architect but not identifies themselves as a landscape architect.
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Practice Act
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1. Prohibits an unqualified individual from calling themselves a LA and from practicing the profession 2. Strongest form of regulation to ensure the protection of the public health, safety, and welfare
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Sunset law reviews
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the periodic review of state agencies that exercise the state's regulatory authority over occupations. Agencies are terminated by specified dates unless their life is extended by legislative action
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Reciprocal licensure
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1. Policy which acknowledges and accepts credentials awarded by another authority or jurisdictions 2. Allows a landscape architect to serve a client in another state
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Administrative Hearing
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Proceeding in which evidence is taken for the purpose of determining an issue of fact and reaching a decision on the basis of that evidence May take place outside the judicial process, before officials who have been granted judicial authority expressly for the purpose of conducting such hearings. (Landscape Architecture Board)
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change order
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1. Process to change the work after the contract is signed 2. Written modification of the contract that affects the cost and schedule 3. Signed by owner, contractor and designer 4. Role of the Owner
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consensus decision making
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1. process used to discuss a group's key individual concerns to ultimately achieve a defined purpose or outcome. 2. Does not limit umber of applicable participants. 3. utilizes a facilitator to ensure each participant viewpoint is heard
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project manager
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1. Qualified individual or firm authorized by the owner to be directly responsible for the dayto- day management and administration, and for coordinating time, equipment, money, tasks and people for all or specified portions of a specific project. 2. Review the work of others on his staff
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LA specific duty
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observe construction process
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Responsibility to the Public
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1. Make every reasonable effort to protect the safety, health, property, and welfare of the public. 2. Comply with all federal, state and local regulations 3. Inform the employer or client of the possible consequences when the licensee's professional judgment is overruled under circumstances where the safety, health, property, or welfare of the public is endangered
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client liason
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acts as an intermediary between the company or agency and the client to meet the client's need for information, support, assistance, reports and training. The liaison helps the company understand the customer's needs, expectations or difficulties.
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employment agreement
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a document that both you and your employee sign that dictates the terms of your professional relationship
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request for proposal
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a document that solicits proposal, often made through a bidding process, by an agency or company interested in procurement of a commodity, service or valuable asset, to potential suppliers to submit business proposals.
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scope of services
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helps define what services you expect to receive. Also called a scope of work, this document details when the services are required 2. included in a contract 3. sets the stage for consulting firms to determine personal needs
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work plan
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1. an outline of a set of goals and processes by which a team and/or person can accomplish those goals, and offering the reader a better understanding of the scope of the project. Work plans, whether used in professional or academic life, help you stay organized while working on projects. 2. the basic document for a strong project management system
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estimate
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an educated guess of income and expenditure for a set period of time.
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clarb
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1. responsible for securing and monitoring the registration of landscape architects. 2. an organization representing the state registration boards of landscape architects
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title act
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prohibits unqualified individuals from calling themselves landscape architects. may still perform the work of a landscape architect.
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practice act
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prohibits unqualified individuals from calling themselves landscape architects. may NOT perform the work of a landscape architect.
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lare
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the national exam
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reciprocity
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agreement between states for individuals to obtain licenses in another state
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Sunsetting
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periodic review of licensing laws
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To perform landscape architectural services in a state (ex: CO, NH, VT and ND) you must
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1. be a registered landscape architect 2. be a licensed landscape architect
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bid process order (example)
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1. addenda 2. bid tabulation 3. notice of award 4. contract signing
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bid tabulations
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show the amount bid by each bidder for each pay item in a contract. They are posted as soon as the Contracting Officer certifies that a bid tab accurately reflects the bids received and publicly opened.
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notice of award
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the legal document issued to notify the grantee that an award has been made and that funds may be requested from the designated HHS payment system or office.
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contract signing
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you're agreeing to the terms within, including, of course, what end of the bargain you're holding up.
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certification of payment
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document verified by an architect, engineer, or owner of a construction project that the noted work has been completed and is approved for payment by the general contractor.
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field order
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written instructions for making a minor change in a contract not involving an adjustment to the contract amount or any change in the its completion time.
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bid bond
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1. issued as part of a supply bidding process by the contractor to the project owner, to attempt to guarantee that the winning bidder will undertake the contract under the terms at which they bid. 2. 5-10% of the total contract cost.
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notice to proceed
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letter from a principal (client or owner) to a contractor stating the date the contractor can begin work subject to the conditions of the contract. The performance time of the contract starts from the NTP date.
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change order
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a substantial alteration of the construction contract?
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purpose of a bid bond
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to discourage frivolous bids; usually 5-10% of the total contract amount
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payment bond
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to assure suppliers and subcontractors are paid by the contractor
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advertisement to bid
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basis on which the bids will be judged
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reasons for bid rejection
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1. the bid is received and stamped two minutes after the advertised due time and day. 2. bonding requirements are not met 3. the bid form included in the bidding documents is altered
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slander
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spoken untrue defamatory statement
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strict liability
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liability that does not depend on actual negligence or intent to harm.
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intentional misrepresentation
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states a material fact known to be false that another believes and is harmed
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libel
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written untrue defamatory statement; communicated in writing, to a third person, a false statement about a person who was harmed by that statement
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joint liability
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all sums, a claimant may pursue an obligation against any one party as if they were jointly liable and it becomes the responsibility of the defendants to sort out their respective proportions of liability and payment.
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arbitration process
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1. not open to the public; a time-tested, cost-effective alternative to litigation. Arbitration is the submission of a dispute to one or more impartial persons for a final and binding decision, known as an "award." Awards are made in writing and are generally final and binding on the parties in the case. 2. described in the professional services contract
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agent with fiduciary responsibility
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having the legal power to bind the principal to the decisions you make with a third party
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agent relationship
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controls overall conduct and performance of people. submits recommendations to the client.
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master-servant relationship
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must act in good faith and be obedient to the person. personal interests are secondary.
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employer-independent contractor relationship
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has limited control of the overall conduct and performance of the people. involves people with special skills
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formal capacity of an agent for a client
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1. approve dimensions and layouts 2. insist specifications be allowed 3. approve applications for payments
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scheduling
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relates to timing of performance
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dispute resolution
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discusses issues related to the mediation and arbitration
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owner's responsbility
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includes such items as controlling construction costs; definition of final program requirements
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design professionals responsibility
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refers to the design process; involves decisions related to designs
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methods of compensation
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references reimbursable expenses
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subsurface rights
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rights to the earth below the land, and any substances found beneath the land's surface. Mineral rights are a type of subsurface right.
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air rights
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a type of property interest in real estate, referring to the "space" above land on the earth's surface. Generally speaking, owning or renting land or a building gives one the right to use and develop the space above the land.
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land support rights
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Lateral and subjacent support, in the law of property, describes the right a landowner has to have that land physically supported in its natural state by both adjoining land and underground structures.
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water rights
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An owner or possessor of land that abuts a natural stream, river, pond, or lake is called a riparian owner or proprietor. The law gives riparian owners certain rights to water that are incident to possession of the adjacent land.
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two issues with excavations on a property
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land form maintenance and subsurface rights
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scope of services items
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1. description of work 2. fee and products 3. breakdown of work items into phases with corresponding fees for each phase 4. meetings and deadlines 5. work plan and detailed budget
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qualification statement
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an important document for companies that are bidding for contracts or trying to win new customers. The document sets out a company's capability for supplying a product, providing a service or handling a project
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product budget includes
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1, schedules 2. tasks 3. hours 4. deadlines 5. overhead
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task analysis
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items would you discuss with the client
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project chart
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Used to: 1. maintain quality work 2. monitor production activity 3. manage sub-consultant activities 4. helps to reduce administration costs
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bar chart
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1. most commonly used for the typical projects in landscape architectural office 2. a chart that presents grouped data with rectangular bars with lengths proportional to the values that they represent
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milestone chart
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designed to allow you to specify significant events that are to occur during the course of your business plan.
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Critical Path Method (CPM)
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1. helps you to plan all tasks that must be completed as part of a project. They act as the basis both for preparation of a schedule, and of resource planning. 2. trying to integrate, sequence and schedule tasks and activities for a complex project, in a manner that will involve everyone and that will be easy to read
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utilization rate
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used to determine the efficiency of an employee
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project management documents:
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1. work plan 2. scope of services 3. time sheet
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primary goal of a 'Project Management System'
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create an environment that benefits the production and design process
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project accounting includes:
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1. telephone logs 2. expense reports 3. time cards
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Increase Contract Flexibility
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break down the bid schedule into a series of items, each of which must have a unit price
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contract
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a contract must be between two or more sane people
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consideration
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you will work with the client in accordance with the terms of the contract
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unit price bid
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1. with a unit price bid it is harder to add or delete items to the project 2. easier to evaluate
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certificate of payment
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document which must be signed by the landscape architect
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parts of a 'contract between contractor and owner'
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1. scope of services 2. change orders 3. addenda
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A 'certification of payment' contains information from which of the following documents?
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Change Orders
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punch list
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Identifies items to be corrected
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Certification Of Substantial Completion
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precedes final approval of a project to meet client satisfaction; leads to release of bonds
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Shop Drawings
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represents specialized documentation of details, by contractor
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Field Observation Reports
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1. Provides a record of the construction activity 2. good record for potential disputes about the construction activity
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Direct Project Expenses
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1. include such items as sub-consulting fees and travel costs 2. refers to a variety of items that can be charged to a client
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payroll costs (DPE)
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1. represents the single largest cost In any billings 2. includes employee benefits
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general overhead (GOA)
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includes rent, promotion and office operation costs
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billables
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typically the second largest cost item and does not add to the cost of running a business
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decrease non-chargeable time
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the best way to reduce overhead costs is to
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pitfalls of opening a new firm
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1. lack of adequate financial reserves 2. a poorly defined business plan 3. lack of experience in areas of marketing, regulation and contracts
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bid package includes:
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1. cost estimates 2. bid tabulations
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purpose of a 'field observation report'
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keep a record of conditions, progress, elements and construction activity
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'certificate of substantial completion' is completed by
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1. the contractor 2. the landscape architect
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approval of the 'substantial completion form', the contractor is
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is released from the various bonds
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errors and omissions insurance
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provides protection for your professional services business from claims of negligence or failing to perform your professional duties.
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binded contract
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1. there must be mutual consent 2. must be provisions for consideration 3. all parties to the contract must sign the contract
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American Society of Landscape Architects
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1. responsible for the accreditation of landscape architecture programs 2. members must be involved in the public, private or academic practice of landscape architecture
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S.O.S.
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1. "scope of services" 2. it is a detailed description of tasks 3. sets the stage calculating the project budget and determining production hour needs
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site plan
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1. includes plan specifications
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scope of services
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provides a detailed description of each task
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Request for Proposal
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Initiated by the Client
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Sequence of Documents to be produced (example):
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1. RFP 2. Qualification Statement 3. Scope of Services 4. Contract 5. Work Plan
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S.O.S. Includes:
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1. Schedule of Completion 2. Client Involvement 3. General Production of Work 4. Identification of Product
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isopach chart
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Illustrates task interrelationships and important task interfaces.
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Bar Chart
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Simple and can show hours completed as well as duration of tasks
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Wall Chart
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Simplest form of project management chart
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C.P.M.
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Complex system that encourages active participation by all team members
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Milestone Chart
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Simple, does not show relationships
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lump sum
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1. Use when a project is clearly defined, is simple and with which you have considerable experience. 2. Encourages efficient management
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retainer
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Type of fee incorporated with other fees that can be used to cover up front expenses
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hourly rate times a multiplier
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Usually used for open ended and hard to define projects
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determining 'schedule status'
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determine the amount of work completed and compare it with the estimated progress as a percentage of the total work to be completed
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joint venture
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formed to create, from a legal standpoint, a single firm to do the work
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CSI
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a non-profit industry association that promulgates the most widely used specification referencing system
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CPSC
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Consumer Product Safety Commission 1. required by the consumer product safety act to rely specifically upon voluntary concensus for its consumer product safety standards, rather than promulgate to its own standards.
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AWPA
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American Wood Presververs Association 1. non-profit organization that has been responsible for promulgating industry wood preservation standards since in 1904
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AWWA
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American Water Works Association 1. internation non-profit scientic and educational society dedicated to the improvement of drinking water quality and supply
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ASTM
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American Society for Testing and Materials 1. widely used to define attributes for construction materials and are the standards primarily used in specifications
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Design / Build Firm
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a professional business established to deliver both design and construction services. each state has its own adopted administrative rules regulating design/ build firms.
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shop drawings
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a process which addresses the need for more detail from a fabricator or supplier than the specifications or the drawings can provide.
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FF;E
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Furniture, Fixtures, and Equipment
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force allowance/ cash allowance
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a purchase amount for miscellaneous items that cannot be specified during the bid stage
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administrative hearing
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proceeding in which evidence is taken for the purpose of determining an issue of fact and reaching a decision on the basis of that evidence May take place outside the judicial process, before officials who have been granted judicial authority expressly for the purpose of conducting such hearings. (Landscape Architecture Board)
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role of the owner
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• Provide evidence of the ability to pay bill • Provide drawings with the description of the physical characteristics of the job • Provide three copies of the drawings and project manual free of charge • Make work area available at reasonable times • Provide adequate space for materials and equipment • Supply temporary utilities • Provide vertical transportation to complete the job • Authorize work stoppage if work is not in compliance with the contract • Give a written notice to contractor to correct actions • Carry out the work upon contractor failure to do so • May perform work on own project with own work force • May permit other contractors to do certain work on owner's project • Provide obstacle free storage and work area and route • Provide space and necessary equipment for the FF&E to be delivered, unloaded, prepped and stored • Provide a schedule that is firm for the use of facilities to unload and transport the FF&E • Inspect and verify that the FF&E order delivered is correct and free from damage • Ensure security and safety of FF&E from the time of delivery to the final acceptance • Refuse to accept order if found to be defective at a later date. • Comply with critical agreed upon schedule dates • Accept responsibility for any loss to the contractor for failure to comply with agreed upon critical schedule dates • Issues a change order Process to change the work after the contract is signed Written modification of the contract that affects the cost and schedule Signed by owner, contractor and designer
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role of the contractor
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• Conduct presite inspection before delivery and installation • Inform designer in writing if contractor notices nonconformity to stipulations in contract documents (otherwise will be responsible for cost to correct problems) • Execute contract • Develop, provide, and update schedule for owner's and designer's information • Select non objectionable delivery route of FF&E • Notify owner of special equipment needed to deliver and install FF&E • Do all necessary work to install the FF&E which includes any cutting, fitting and patching • Acquire written permission from the owner to alter the work of other contractors • Coordinate schedule with other contractors • Include an indemnification clause • Provide job site safety • Account for contractor's employees • Account for subcontractors • Avoid use/and/or damage to adjoining property • Correct designer recommendations that do not comply with contract documents • Not required to verify that the contract documents meet building codes, ordinances and any other local regulations • Not responsible for damages caused by the owner or designer
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mechanic's lien
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• A right given by statute to certain persons - typically suppliers, laborers, architects, etc. - who perform services improving real property. • If they are unpaid, they may file a claim against the property and force the owner to pay even if the owner has already paid a prime contractor for their goods and services.
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Preliminary lien notice
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• Given to the property owner of a specific project by the subcontractors and any person or company furnishing services, equipment or materials to that project • States if bills are not paid in full for the labor, services, equipment, or materials furnished or to be furnished, a mechanic's lien leading to the loss, through court foreclosure proceedings, of all or part of the property being so improved may be placed against the property even through the owner has paid the prime contractor in full
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Claim of lien
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• Usually must claim within 90 days after the last labor or material is supplied by a lien claimant
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Payment of lien
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• Not greater than the total amount of the contract price between the owner and the contractor, less the amount of payments made, if any, prior to the receipt of a copy of the lien by the owner.
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Lien release
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• A written document from the contractor to the owner that releases the Lien, Mechanic's or Material following its satisfaction
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Lien waiver
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• Written document from a contractor, subcontractor, material supplier or other construction professional(s), having lien rights against an owner's property, relinquishes all or part of those rights.
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Valid Contract consist of:
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• Usually consists of an offer and an acceptance of that offer • Must have consideration which is something bargained for and given in exchange for a promise. • The parties must have the capacity, or legal ability to contract • Both parties must be agreeable to the terms of the contract • The subject matter of the contract must be legal • Some contracts must be in proper form. Even though courts will enforce an oral contract, some categories of contracts must be in writing to be legal
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Affidavit
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A written statement in which the facts stated are sworn or affirmed to be true.
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Arbitration
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a contractual provision whereby those bound to it give up their right to go to court and instead have any disputes underlying the contract resolved by an "arbitrator" or "arbitration panel."
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Case law (Also known as Common Law)
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1. A system of law that is derived from judges' decisions (which arise from the judicial branch of government), rather than statutes or constitutions (which are derived from the legislative branch of government) 2. All Canada except Quebec and all of the United States except Louisiana follow.
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Certify
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Process of verifying that a record is complete
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Commencement of improvements
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First actual preparation or construction on the site, or the first delivery to the site of substantial materials.
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Contractors
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Person who contracts to do all or part of the work and retains control of means, method, and manner of accomplishing the work
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Deposition
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A sworn statement of a witness or other party in a judicial proceeding
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Due Care
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A theory of tort law to explain the standard of care or the legal duty one owes to others; what a reasonable person would do under like circumstances
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Exoneration
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This means a request to release the surety bond
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Improvements
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Refers to all of or a part of the construction project. The statutes liberally define improvement as "any building, wharf, bridge, ditch, flume, reservoir, well, tunnel, fence, street, sidewalk, machinery and all other [applicable] structures or superstructures."
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Interest holder
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Those who share ownership of the property and/or improvements with the owner Includes: absentee owners, lessees, mortgagees (loan institutions or individual lenders)
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License
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A privilege or right granted to a person by a state to practice a profession.
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Limit of Liability
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The maximum amount for which an insurer is liable as set forth in the contract.
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Lis Pendens
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A recorded legal document giving constructive notice that an action affecting a particular property has been filed in either a state or a federal court.
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Malfeasance
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The doing of an act in an improper, wrongful, or unlawful manner
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Malpractice
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A failure of a professional to act in accordance with the acceptable course of conduct, negligence of a member of a profession in a professional capacity
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Mediation
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An informal means of trying to promote settlement of liability claim with a third-party mediator who meets with the parties and tries to get them to agree on a settlement
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Misfeasance
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Performing a legal action in an improper way
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Moonlighting
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Used to describe the process of holding down a second job, usually during hours after the primary job is completed
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Negligence
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Failure to exercise that degree of care which an ordinary prudent person would exercise under the same or similar circumstances
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Original contractors
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Most state lien laws define original contractor as a contractor who has a contractual relationship with the owner. Commonly, the general contractor is the only one who has a direct contract with the owner.
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Owners
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Person who is, or claims to be, the owner of the land a portion of the land on which preparation or construction is performed Person who entered into a contract for the purchase of an interest in the land or improvement being charged with a lien Person who has a valid existing lease (lessee) on land or an improvement and who, on the basis of that lease, possesses an interest in the land or improvement
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Petition
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A written request to the court for legal action, which begins a court case
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Reasonable Care
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The amount of care expected of an ordinarily prudent person under the same or similar circumstances
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Reasonable care and skill
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This generally means that any work done must be at least as good as the work of a competent person with average skills and experience in the type of work required.
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Remand
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The decision of an appellate court to send a case back to the trial court with instructions on how to correctly decide the case; often used with the term "reversed."
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Standards of Practice
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Guiding principles by which licensee's conduct their day-to-day responsibilities within their scope of practice.
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Statue of repose
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Set of laws used to define the maximum time period for filing claims against professionals.
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Subcontractors
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Not original contractors because they do not have a contract directly with the owner
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Summary judgment
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Judgment entered when there is no genuine issue of material fact and party is entitled to prevail as a matter of law.
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Statute of Limitations
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The time limit within which a civil or criminal action may be brought after its cause arises.
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Tort
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A private wrong, independent of contract and committed against an individual, which gives rise to a legal liability and is adjudicated in a civil court.
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Tort law
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Tort law serves to protect a person's interest in his or her bodily security, tangible property, financial resources, or reputation. Interference with one of these interests is redressable by an action for compensation, usually in the form of unliquidated damages. The law of torts therefore aims to restore the injured person to the position he or she was in before the tort was committed (the expectation or rightful position principle).
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Notice to Contractors
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• Shown in the project's specifications • Provides contractors with the bidding procedures
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How a contract bid is prepared
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• The contractor obtains a copy of the plans and specifications from the owner in order to prepare a formal estimate of the construction cost or bid (experienced construction personnel prepare the bids). • The contractor reviews the contract plans and specifications to determine how to build the project and to consider all the limitations or conditions the owner requires for the project. • The contractor solicits bids from subcontractors, estimates their direct material and labor costs, and evaluates the ultimate profit potential of the contract. The amount of the bid covers the estimated costs and a profit for the construction project. • The owner evaluates all of the submitted bids and then awards the contract. • The contract document and specs contain the project start and completion dates, the progress billing procedures, the insurance requirements, and other pertinent information. • The preparation of a bid is the first step in the cost control system of a construction project. The agreed-upon bid price then becomes the budget by which the actual expenditures are measured and drawn against. The object of a cost control system is to provide the general contractor and/or owner with information regarding actual project costs versus the anticipated or budgeted costs. These cost comparisons become essential for internal control purposes.
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Cost estimating manuals
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1. Guides that contain a compilation of cost data for each phase of construction. 2. For both union and non-union wage rates 3. Used by subcontractors for specialty construction.
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Estimators
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1. Use working drawings and specifications to estimate the project's construction costs. 2. Use subcontractor's and the material supplier's information
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General contractor own bank of information
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1. to estimate of labor and material costs. 2. Gathers all the information from his estimators and subcontractors 3. Adds in an amount for overhead and profit
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Final cost estimate for competitive bidding
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1. Broken down and organized by the construction divisions shown in the specifications. 2. Further detailed by trade and by item.
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Competitive Bid
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1. A process whereby an underwriter submits a sealed bid to the issuer 2. The issuer awards the contract to the underwriter with the best price and contract terms.
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Lump sum
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1. Comprised of a one total price to complete all of the work 2. Based on the Contractor's interpretation of the major items of work and the quantity or scope of each item
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Unit price bids
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Based on predetermined major items of work, the items' quantities, and the Contractor's price per unit multiplied by the total quantity to create the total cost for each major item of work.
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Fixed-Price Contract
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Required contractor to perform the work described in the contract Price is not subject to any adjustment on the basis of the contractor's cost experience in performing the contract.
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Cost-plus-fee contract
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1. Normally negotiated between the owner and the contractor 2. In most cases, the owner pays actual costs of construction plus an additional amount based on a fixed percentage of the project's cost
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Addenda (Addendum)
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1. Document that addresses changes or modifications made to the contract and issued prior to the bidding process 2. Addresses question answers, errors and changes that evolve during the bidding process
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Substitutions
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1. Process in which bidders request to use components other than the ones specified 2. Approval results in an addendum sent to all bidders informing them of acceptable substitution
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Alternate
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1. Request included in the bidding documents that asks the contractor to provide a price for some type of variation from the base bid which allows for flexibility in project cost. 2. Usually allow space for add and deduct amounts in bid documents when necessary
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Add-alternates
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Request to add to the base bid.
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Deduct alternate
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Request to reduce the base bid.
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Notice of Award
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Written notice by the Owner to the apparent successful bidder stating that upon compliance by the bidder with the conditions presented in the notice the Owner will sign the Agreement.
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Notice to Proceed
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Written notice from the Owner to the Contractor that establishes the date on which the Contractor shall begin performing its duties and obligations as outlined in the Contract Documents.
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Architectural Plans
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1. plans that indicate the layout of the project, such as floor plans, elevations, and details of the construction and architectural finishes 2. Typically numbered sequentially with the prefix "A" for "architectural"
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Plan view
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1. An overhead view of the spaces on a specific floor 2. Indicates the length, width and various heights of the structure and floor elevations 3. May also contain details on a specific portion of work
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Exterior elevations
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1. Show the exterior and the exterior finishes 2. Similar to photographs of the exterior
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Architectural schedules
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Indicates the flooring type, hardware, plumbing, and light fixtures in each space
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Graphic symbols
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1. Indicate various facility conditions 2. Indicate the various types of material, sizes, and space finishes to be used.
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Site plans
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1. Prepared by a civil engineer 2. Includes the following a. Existing and proposed grades of the land b. Specific location of the facility on the land c. Proper drainage of a site d. Design of land improvements, such as paving, curb and gutter design, retaining walls, and drainage culverts.
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Structural Plans
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1. Prepared by structural engineers 2. Shows the structural design of a building 3. Incorporate foundation planning with considerations for rain, snow, wind, earthquakes, and other natural phenomena ("live" and "dead" loads)
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Live loads
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Consist of the people, furniture, and other items that are not part of the building, but are supported by the building.
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Dead load
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Weight of the building or structure itself
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Mechanical Plans
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1. Prepared by a mechanical engineer 2. Shows the design of the various mechanical systems in the building 3. Designed to incorporate the following: a. Proper air conditioning, heating, and ventilation equipment b. Adequate plumbing, to meet the needs for all of the building's designated activities. 4. • Numbered with the prefixes "P" (plumbing) and "H" (heating, ventilating, and AC)
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Electrical Plans
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1. Prepared by an electrical engineer 2. Shows the electrical distribution system for power in a building 3. Includes the distribution of electrical power from the utility company and the distribution to power-specific equipment 4. Shows engineering design factors for the overall electrical "load" of a building
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Contract Specifications (specs)
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• Instructs the contractor how to build the project • Consists of the following Contract documents Technical specifications of the materials Quality of the materials to be installed Workmanship for installation of the materials • Must be organized in a coherent manner due to the large amount of information that must be included • Organized according to the CSI Master Format
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Bidding Documents
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Describe the conditions of the bid to the owner
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Contract Form
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1. Dictates the form of the bidding conditions 2. Divided into sections that include a. Agreement b. Performance and Payment Bonds c. Certificates
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Contract Conditions
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Includes the General Conditions and Supplementary Conditions
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Technical Specifications
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1. Generally prepared for each specific project in the CSI Master Format 2. Includes hundreds, perhaps thousands of individual items that will be installed in the project