A201 – Substantial Completion Process for Construction

Understanding the process for Substantial Completion based on the AIA A201

So I recently passed my CE exam, and as part of my studying for it, I actually created a list of what has to take place in Substantial Completion. This list was based off of reading the A201 – General Conditions of Contract, and really trying to understand the progression of each action.

A good document to help you understand this concept further is the G704 – Certificate of Substantial Completion itself. Here’s a video from the AIA on how to fill one out:

So after I created my list, I thought, “This would be really great to have in the form of an infographic.”, so I decided to share this with you all. I highly recommend that you read the A201 yourself, try out some practice questions for it, and listen to the lectures for it as well for a deeper understanding. Lectures on the A201 General Conditions of Contract are provided from Michael Hanahan, Young Architect Academy Contracts Course, and Pluralsight Project Management Course, so it’s really up to you which platform works best.

Substantial Completion Infographic

Thanks for reading and feel free to check out my One-Page Study Guides for both the Project Management and Practice Management ARE 5.0 Exams(both free) at my Store. I would really appreciate it if you leave me a review, and let me know what you think. If I get more than 10 reviews for both products, I’ll be creating a One-Page Study Guide for ARE 5.0 Construction & Evaluation as well.

Did you find the graphic helpful, or do you remember the difference between substantial completion and final completion in a different way? Let me know in the comments!

Mini Quiz: CM Project Delivery Methods

Mini Quiz from RMSM Studio on Construction Manager Project Delivery Methods

I haven’t had any experience in the past with working with Construction Managers, so I feel like I really had to go the extra mile to understand all the differences and roles & responsibilities in the different CM project delivery methods. I’ve created some very handy charts to help explain the differences between CMa and CMc, I may release it later when I’m less overwhelmed.

I’m also trying to get back into the habit of regular note taking instead of being so focused on watching the explanatory videos. I was really inspired by this video I watched today by Jorge Herrera on quick study tips. I’ll probably be buying an assortment of notebooks and binders for my path forward, and take advantage of some of these back to school sales.

Question 01

Joanne Bowman is the manager of a government branch looking to expand in the near future. She is looking for a high-quality design, with low risk. Which project delivery methods would you, as her architect, recommend to her? (Select two)

  • Design-Bid-Build
  • Construction Manager as Advisor
  • Construction Manager as Constructor
  • Integrated Project Delivery

Question 02

While on the construction site, the Project Architect Maryam Lanoir notices a defect in the work. Since this project is a Construction Manager as Advisor project delivery method, what should be her next steps?

  • Instruct the superintendent to correct the deficiency, as per the contract drawings
  • Notify the Owner
  • Notify the Contractor
  • Notify the Construction manager
  • All of the above

Question 03

Jessica Trevi is an architect providing construction administration services on a Construction Manager as Advisor project. What is not a joint service that she provides?

  • Certifying applications for payment
  • Preparing change orders
  • Reviewing RFIs
  • Rejecting work

Question 01

CORRECT ANSWERS

  • Construction Manager as Constructor
  • Integrated Project Delivery

Both CMc and IPD are preferred in projects with high building quality standards, and where owners want to reduce their risk.

inCORRECT ANSWERS

Construction Manager as Adviser is a preferred choice for reducing project risk, but it is not always used for high building quality. Design-bid-build, is known for being low cost, which also can create low quality, as well as being high risk.

For reference, read Ballast Chapter 3.

Question 02

While on the construction site, the Project Architect Maryam Lanoir notices a defect in the work. Since this project is a Construction Manager as Advisor project delivery method, what should be her next steps?

  • Notify the Owner
  • Notify the Contractor
  • Notify the Construction Manager

With CMa projects, it is the architect’s responsibility to notify the Owner and the Construction Manager of any observed defects and deficiencies. See A232 – Article 4.2.2

The architect is not able to issue instructions to the superintendent. According to A232 – Article 3.9.1, it is only communications, not instructions that can be given to the superintendent.

Question 03

Jessica Trevi is an architect providing construction administration services on a Construction Manager as Advisor project. What is not a joint service that she provides?

Preparing change orders

CORRECT ANSWER

Preparing change orders or construction change directives is not a joint service provided the architect in construction administration.

Certifying applications for payment, RFI review and rejecting work is something that is done by both the CM and architect in a CMa project delivery.


I hope you like this mini quiz. Let me know how you did in the comments, or on the RMSM Studio Facebook page.

All of my recent practice questions are now available in one place, on the Practice Questions page in the top menu.

If you want to find other great practice tests, you can also have a look at my One Minute Reviews, where I give my feedback on ARE study materials in under a minute.

Mini Quiz: Risk Management

Mini Quiz from RMSM Studio on the Management of Risk For Architects

Risk Management is one of the key concepts in all stages of design. This is because whenever you are creating a building, you must always assume some risk. This is an essential concept for both Practice Management and Project Management. In the Wiley AHPP Guide for the Project Management (PjM) Exam, under the Risk Management chapter, they just say “All”. It’s that important. I hope you enjoy this mini quiz and as always, let me know how you did in the comments.

Question 01

Which types of firms will some underwriters have hesitation insuring?

  • Those with low deductibles
  • Those that don’t provide construction administration services
  • Those with a high number of inexperienced employees
  • Those using the AIA contract document suite

Question 02

Jay York, Esq. is an attorney who has been hired by Jasmine Board Architects. They have been hired to review their proposed insurance policies. Which of the following policy’s should Jay mark for further review with Jasmine Board Architects?

  • Indemnification for those not party to the Agreement
  • Client indemnity to architect for misuse of the architect’s drawings
  • Defending the Owner against third-party claims
  • Mutual indemnities between architects and consultants
  • All of the above

Question 03

Select all problematic words from the advertisement below created by Diedre Lock Associates:


Question 01

Those that don’t provide construction administration services

There is a high number of claims that arise when an architect only provides pre-construction services, as they are not there to defend themselves or their drawings.

Incorrect Answers

  • Those with low deductibles – Deductibles with another insurer would not affect another company’s coverage.
  • Those with a high number of inexperienced employees – As long as there are staff available that are qualified to complete the projects on hand, the number of inexperienced employees is irrelevant.
  • Those using the AIA contract document suite – Using a the standard AIA contract documents means that an insurer specializing in construction would be more likely to insure you, due to the industry’s familiarity with them.

Question 02

Policies that should be reviewed, due to being unmanageable risks, are:

  • Indemnification for those not party to the Agreement
  • Client indemnity to architect for misuse of the architect’s drawings
  • Defending the Owner against third-party claims

Incorrect Answers

Mutual indemnities between architects and consultants is actually a beneficial policy for an architect’s agreement. Study B101 8.4 for a good model of policies.

Question 03

The problematic words in this advertisement were:

  • Ensure
  • Best
  • 100% Completion
  • All
  • Assured
  • Thorough
  • Best
  • Guaranteed

I hope you like this mini quiz. Let me know how you did in the comments, or on the RMSM Studio Facebook page.

If you’re studying for Practice Management, feel free to check out my other Mini Quiz on the AIA A201 Document and my post on passing the PcM Exam. I have also created a one-page study guide based on the methods I used to pass PcM on the first try.

If you’re studying for Construction & Evaluation or Project Management, check out my Mini Quiz on the AIA C401 Contract.

All of my recent practice questions are also available for you to scroll through below, or on the specific page I’ve created for them at the top of the website:

If you want to find other great practice tests, you can also have a look at my One Minute Reviews, where I give my feedback on ARE study materials in under a minute.

Mini Quiz: AIA Code of Ethics and Professional Conduct

Mini Quiz from RMSM Studio on the AIA Code of Ethics and Professional COnduct 2018

I’ve created these questions based on the 2018 AIA Code of Ethics and Professional Conduct, which you can find for free here. This is a very short, easy to read document, but very important to professional practice.

Question 01

Which Ethical Standards fall under Canon VI: Obligations to the Environment?

  • Alternative energy sources
  • Building materials
  • Indoor Air Quality
  • None of the Above

Question 02

Penalties imposed by the National Ethics Council include: (Select all that apply)

  • Censure, with appeal
  • Admonition, with appeal
  • Litigation, with appeal
  • Suspension of membership, with appeal
  • Termination of membership, without appeal

Question 03

An architect wants to file a claim against another architect using Rule 4.101 of the Code of Ethics. What actions must they take?

  • Consult their legal counsel
  • Ensure proof of violation of one other rule
  • Consult their insurance company
  • Ensure proof of fraud based on an independent finding of a violation of the law

Question 04

What Canon does this statement fall within:

Members shall continually seek to raise the standards of aesthetic excellence, architectural education, research, training, and practice.

  • Canon II: Obligations to the Public
  • Canon I: General Obligations
  • Canon V: Obligations to Colleagues
  • Canon IV: Obligations to the Profession

Question 01

Which Ethical Standard fall under Canon VI: Obligations to the Environment?

  • Building materials

All other answers are not ethical standards under Canon VI: Obligations to the Environment.

Question 02

Penalties imposed by the National Ethics Council include: (Select all that apply)

  • Censure, with appeal
  • Admonition, with appeal
  • Suspension of membership, with appeal

Litigation is not a penalty imposed by the Natinoal Ethics Council. All penalties allow for appeal procedures, so “Termination of membership, without appeal” is incorrect.

Question 03

An architect wants to file a claim against another architect using Rule 4.101 of the Code of Ethics. What actions must they take?

  • Ensure proof of violation of one other rule

Under Canon IV: Obligations to the Profession: “Enforcement of Rule 4.101 refers to and supports enforcement of other Rules. A violation of Rule 4.101 cannot be established without proof of a pertinent violation of at least one other Rule.”

Question 04

What Canon does this statement fall within:

Members shall continually seek to raise the standards of aesthetic excellence, architectural education, research, training, and practice.

  • Canon I: General Obligations

I hope you like this mini quiz. Let me know how you did in the comments, or on the RMSM Studio Facebook page. If you’re studying for Practice Management, feel free to check out my other Mini Quiz on the A201 and my post on passing the PcM Exam, and if you’re studying for Construction & Evaluation, check out my Mini Quiz on C401.

If you want to find other great practice tests, you can also have a look at my One Minute Reviews, where I give my feedback on ARE study materials in under a minute.

One Minute Review: Walking the ARE 5.0 PcM Practice Exam

Can the Walking the ARE 5.0 Practice Exam help you pass the ARE 5.0 Practice Management (PcM) exam? Find out in 60 seconds!

This blog post is part of my One Minute Reviews, where each study material review can be read in a minute or less.

Some of the links in this post are affiliate links. This means if you click on the link and purchase the item, I will receive an affiliate commission at no extra cost to you. All opinions remain my own.

Walking the ARE 5.0 PcM Practice Exam Review

Can the Walking the ARE 5.0 Practice Exam help you pass the ARE 5.0 Practice Management (PcM) exam? Let’s break it down.

Question Content

Content for this practice exam comes from the AHPP, the AIA contracts, and professional codes of conduct. It has a large variety of question types, which are similar to the format you would find on the actual exam. Though it doesn’t highlight the specific exam sections, it covers all the topics required for PcM.

Difficulty of Questions

I took this exam a day before my exam, after studying for months, and I can tell you I was floored. These questions are hard! However, no other practice exam made me feel as prepared for the question style and complexity of the real ARE exam.

Ease of Use

This exam comes in a PDF format that is easily printable or visible on any device. The exam creator, Erik Walker, recommends printing out the answer sheets so you can refer to them as you take the test. This is meant to be a timed test, so be ready with your timer, too.

Price Point

For One Exam: $39. Includes questions and answer sheets with very detailed explanations.

Compared To similar Materials

Hyperfine Architecture PCM/PJM Study Questions: The Walking the ARE question difficulty is higher, however the answer section for the Hyperfine products is very comprehensive, and includes external references to articles, videos and documents that can explain the material in greater detail. Both of these packages are available as PDFs, with no timing or grading integrated into the format.

CONCLUSION

I highly recommend this exam, as I truly don’t believe I would have passed my PcM exam without it. If you use this resource not just as a practice exam, but as a tool to double down on your gaps in knowledge, you will be in great shape come exam day.


Disagree with my assessment, or have a product you want me to review, or have additional questions? Leave a comment below!

One Minute Review: Designer Hacks ARE 5.0 Courses

This blog post is part of my One Minute ARE 5.0 Study Material reviews. Architecture professionals are busy people, and I wanted to neatly package each product review so that they could be read in a minute or less. Disagree with my assessment, have a product you want me to review, or have additional questions? Leave a comment below!

Now, without further ado:

Designer Hacks ARE 5.0 Course Review

Can Designer Hacks ARE 5.0 Courses help you pass the ARE 5.0 Practice Management (PcM) exam? Let’s break it down.

Question Content

Content for these practice exams comes from the AHPP, the AIA contracts, and professional codes of conduct. Grading for the quizzes also shows you how you performed relative to the NCARB content categories for the exam.

Difficulty of Questions

If you can’t do well on these very straightforward questions, you will definitely struggle in the exam. So if you just started studying, I would highly recommend getting these to test your knowledge of basic concepts.

Ease of Use

These practice exams come in a digital format that is easy to use in both desktop and mobile format. There are 3 exam formats, which allow you to study based on how much time you have available. Grading is automatic when you finish, but question answers may not be very detailed. The course maintains a record of your exam results over time so you can check your progress.

Price Point

For One Exam Section: $39. For All 6 Exams: $195

Compared To similar Materials

Hyperfine Architecture PCM/PJM Study Questions: These questions cover 2 exams instead of one, and are cheaper than the cost of a single exam section with Designer Hacks. Hyperfine question complexity is higher, and provides greater detail and resources for their answer sections. However, this is only available as a PDF package, with no timing or grading integrated into the format.

WEARE Practice Exams: Much closer to the exam in terms of complexity, and cheaper at both the individual exam and all-in-one bundle levels. Allows for grading and has 2 full practice exams. and 1 case study.

CONCLUSION

If you are just starting to study for this exam, I would recommend this resource to help you reinforce the concepts you are just beginning to learn. It’s very good for on-the-go studying, and allows you to check your progress over time.

ARE 5.0 PcM Pass – Study Materials, Methods and Tips

Learn what study materials and methods I used to pass ARE 5.0 PcM on my first try.

This post was originally shared on my old blog, and if reading this detailed blog post is too long, you can download my one page ARE 5.0 PcM Study Guide for only $10 here.

Some of the links in this post are affiliate links. This means if you click on the link and purchase the item, I will receive an affiliate commission at no extra cost to you. All opinions remain my own.

I almost can’t believe it, but the screen at Prometric confirmed it, so I’m not going to dispute it…

I passed my Practice Management (PcM) on the first try. I have been studying on and off for this exam since May last year, but I only started studying intensely for this exam since around November.

I worked full time, and organized for lunch time study sessions, where I would often be the only one to show up. I mostly studied after work, since I am not a morning person, and haven’t given up my night owl lifestyle since architecture studio. Just this week (wish I had found it earlier), I found this very informative NCARB forum post that helped give me a structure in terms of what content I should focus on, and making sure I truly understand the study materials.

My major motivator in looking for study materials was being very cost effective. I couldn’t afford to pay for a lot of fancy programs, so I just checked for the best free or cheap resources based on online and forum reviews.

To pay it forward to people like me who were desperately searching for study materials and methods for passing the exam, here is what I used.

Books

The Architects Handbook of Professional Practice (AHPP) a critical resource and I have a separate post on my major key in terms of this resource for those taking PcM as maybe their first exam, and are wondering what materials they should focus on. The main AHPP reading guide I used was the one provided by Kevin Griendling, AIA, from Pluralsight, which I found on the NCARB forums! (more on those below) It would be pretty accurate to say that AHPP was the main physical book resource that I got for this exam. Luckily my firm had a copy in their library, so I didn’t have to shell out the big bucks! I normally aimed to read about 4 sub-chapters per day, for example, sub-chapter 1.1 to 1.4 in one evening. This worked for me as I’m normally a fast reader, and I can finish a sub-chapter in around 30 minutes.

Price: AHPP: Free for me.

Contracts 

NCARB said that they only covered the B101 and C401 contracts in the PcM exam reference guide, but because people kept saying there was a lot of overlap with other exams, I studied the A201 and A101 as well, but less exhaustively.

My method for the contracts was:

  1. Reading through the all actual contracts above at least once
  2. Tatyana Aksamentova’s Contracts Study Guide
  3. Rewriting the contracts in shorthand as described in Christopher Richardson’s NCARB forum post
  4. Go through, and ideally redraw the AIA Contract Relationships Diagrams

Price:

  1. Contracts: free on AIA website
  2. Study Guide: free
  3. Contract shorthand: free
  4. Diagrams document: free

Digital Resources

Quizlet – Michael Riscica at youngarchitect.com and many others highlight the importance of flash cards and I agree! But! I feel like I am losing time writing by hand when I could be studying! And I type much faster than I write! Solution? Quizlet! It is the fastest way for me to create simple and customizable flash cards decks, with many different functions. Also usable in a mobile format which is very handy. I will be writing a longer post on my flash card studying techniques, but here you can find the decks I used:

  1. Financial Equations with Targets Deck – most critical and helpful! I walked into the exam really knowing this information!
  2. AIA Contracts Deck – Also very critical for ensuring you KNOW the contract numbers, and you’re not just guessing. There are other, even more comprehensive decks for contracts, with more contracts types, but for PcM, I think this one covered the essentials.
  3. ARE 5.0 Practice Management Deck – A great resource covering terms across all aspects of PcM including some financial definitions as opposed to strictly equations.

Price for all decks: Free

NCARB Forum – Just this week (wish I had found it earlier), I found this very informative NCARB forum post that helped give me a structure in terms of what content I should focus on, and making sure I truly understand the study materials. The forums are a really great searchable resource, and I recommend that you use them when you have a specific question in terms of the best way to study specific types of content. Trust me, you’re not the first to ask. There’s no such thing as a dumb question! Some of the Forum Posts I found the most helpful were:

  1. Tatyana Aksamentova’s Practice Management Study Guide
  2. Tatyana Aksamentova’s Financial Ratios Study Guide

Price for Study Guides: Free

Schiff Hardin Lectures – A very important resource, that I forgot to mention in my initial release of this post was the Michael J. Hanahan, also known as Schiff Hardin lectures for AIA Contracts. These are a great resource for getting a refresher or deep understanding of the AIA Contracts, specifically the B101 and A201, for someone with lots of industry experience. These recordings can give great examples of how a particular article would play out on a real construction project. These audio recordings of his actual classes on these contracts and additional talks on risk, liability, tort, and the construction industry in general are a helpful resource. According to my productivity tracker, I studied this specific resource for at least 16 hours, normally listening during work or on long commutes or trips. 

Price for Audio Lectures: Free

Practice Exams

Designer Hacks PcM Exam – A very useful resource which came in highly recommended. These questions are much easier than the exam, but I mainly used them as a resource for testing my gaps in knowledge, and didn’t really focus on my actual scores. They give explanations for why the answer is right, but not why the others are wrong, which can be a significant limitation. I liked the variety of formats, from short Pop quizzes to long Practice Exams, which helped concentrate my studying based off the time I had available. 

Price: My office policy only allows one study resource purchase per person, which is normally a physical book, but instead I requested that they purchase the DesignerHacks Practice Exam Package for all 6 exams. So another Free for me! *Tip* Look into your office policies on ARE practice material sponsoring and see if you can consolidate resources for multiple tests into one. 

Walking the ARE 5.0 Practice Exam Do yourself a favor and get this exam. I did not purchase it until the day before my exam, and I feel like I could have done even better if I had. This exam comes the closest to the ARE in both the complexity and depth of the questions, and the actual exam format with the Case Studies. This is a must buy. It will give you a really good understanding of your knowledge gaps in applying the financial ratios, and the concept of time management. This is a must buy!

Price: $39. This was the only study guide I actually bought with my own money, and it was completely worth it. I recommend it highly.

Time Tracking Software

Productivity Timer App – This was the first time tracker app I used. It became critical for me to understand how much time I was putting towards which resources, and which I needed to spend more time on. My major driver on this exam was reaching 100 hours in study time, and this app was a big help in keeping me on track. The interafce is fun, and gives you levels to acheive and acheivements, similar to DesignerHacks, but this one is a bit more tongue in cheek, with levels such as Unrepentant Slacker (where I unfortunately spent most of my time). Some of the limitations of this app were the limited number of projects you could use, and it tries to discourage you from clocking time shorter than their allocated sessions (adjustable, but stays the same after you set it). Very handy in that it’s on your mobile devices and can take it anywhere and see your progress daily and since you started.

Price: Free version that I used, there is also a premium version if you need greater functionality.

Clockify Website – This is what I ended up using after the Productivity Timer App, due to the added flexibility of time tracking. This website’s tracking function is what I normally use for staff time tracking, but if I figured that this could work easily for tracking study times. It allows you to input time that you’ve studied, or just setting a timer with your specific study resource selected. I will be making a detailed post with how I studied with this resource, but you can also check out my study status screenshot below.

Price: Free


Resources I Did Not Use

Black Spectacles – Lots of bad reviews for their program, and their videos are looong. They put a lot of time into their materials, but I need a more condensed version.

Pluralsight – mostly positive reviews, but not enough for me to pay for it.

Brightwood – bad reviews in forums and Young Architect website

AEP – expensive, and not enough positive reviews to purchase

Amberbooks – If I fail 1 test, I may invest in these, or maybe for the more technical exams, as structures was a long time ago for me.

Young Architect Bootcamp – If I fail more than 4 exams, I will invest in the bootcamp, too expensive for me right now

Young Architect Academy – I did not have the funds to get it in time for this exam. I will be investing in this for my PjM exam, along with the contracts course.

In Conclusion, I hope you gain some value from this long winded post. I just hope someone gets some value from my methods. If you have any questions, throw them in the comments. For now, I’m going to bed, and starting tomorrow, I’m gonna start studying for PjM.

If you got any value from this post, please let me know in the comments!

ARE 5.0 PcM Study Guide

Free Download Until April 30, 2020

I’ve created a one-page PDF guide to the Practice Management Exam, capturing the main ideas of this very detailed blog post in one place. This one-page document efficient and easy for you to strategize how to approach this exam using my study method. You can download your copy here.

The ARE 5.0 PcM Study Guide will be released for free on April 7th, 2020, and it will continue to be available for free download until April 30th, 2020, after which it will be $10.

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