Client Communication & Service Flashcards

Which AIA form is used by the contractor to request progress payment, together with its continuation sheet?

Answer: G702 and G703

G702 is the Application and Certificate for Payment and G703 is the Continuation Sheet listing the schedule of values.

Which document certifies the date when the work is sufficiently complete for the owner to occupy or use it for its intended purpose?

Answer: Certificate of Substantial Completion

The Certificate of Substantial Completion (AIA G704) establishes that date and responsibilities for remaining items.

Under A201-2017, how long is the general correction period after substantial completion during which the contractor must correct defective work?

Answer: One year

Section 12.2.2 sets a one-year correction period from substantial completion unless otherwise specified.

A client is upset about noise complaints from neighbors. What is the most service-oriented response?

Answer: Develop a neighbor communication plan with work hours, notices, and a contact point

Proactive community communication protects the client's reputation and reduces disputes.

Which change can the architect order without changing the contract sum or time under A201?

Answer: A minor change in the work

Section 7.4 lets the architect order minor changes consistent with the design intent without adjusting sum or time.

When a client submits vague verbal approval of a field change, what should the project manager do?

Answer: Confirm the approval in writing and process the appropriate change document

Written confirmation prevents later disputes over scope, cost, and authority.

What is the main goal of a formal partnering session at project start?

Answer: To align stakeholders on goals, communication protocols, and issue-resolution processes

Partnering builds shared goals and an escalation ladder so issues are resolved at the lowest level quickly.