FL General Contractor study materials
FL General Contractor study resources

FL General Contractor cheat sheet

FL General Contractor · Keep the key ideas within reach.

Quick reference

Business and Financial Management

  • Working capital = current assets − current liabilities; it must cover payroll, retainage lag, and supplier terms during the project's cash-negative phase.

  • Retainage in Florida private work is typically 10% until 50% complete, then 5% if the owner chooses; public construction retainage is capped at 5% under Florida Statutes Chapter 255.

  • Overhead and profit are recovered through markup on cost, not margin on price: price = cost ÷ (1 − desired margin). Marking up cost by 20% yields only a 16.7% margin.

  • Cash flow projection: billings − retainage withheld − pay-when-paid lag − supplier terms = net cash position; a profitable job can still fail on timing.

  • Equipment cost has ownership (depreciation, insurance, interest) and operating (fuel, repairs, tires) components; charge internal rates only for actual hours used.

  • Break-even volume = fixed overhead ÷ contribution margin per unit; contribution margin = price − variable cost.

  • Job cost codes must separate labor, material, equipment, subcontract, and other; unbilled change order work is a common source of unrecovered cost.

  • Bonding capacity is generally limited by working capital and net worth; a surety reviews financial statements, not just backlog.

Quick reference

Contract Administration and Project Management

  • Contract types: lump sum (price certain, quantity risk on contractor), unit price (risk on quantity variance), cost-plus (owner bears cost risk, contractor gets fee).

  • A change order requires scope, price, and time impact; a construction change directive orders work before agreement on price and is later converted.

  • Differing site conditions: a Type I condition differs materially from those indicated in the contract documents; a Type II condition is an unknown physical condition of an unusual nature.

  • Substantial completion starts warranty periods, releases retainage in part, and shifts risk of loss; final completion triggers release of remaining retainage and lien rights.

  • Critical path method: total float = late start − early start; a delay consuming float on the critical path (zero float) extends the completion date.

  • Concurrent delay by owner and contractor generally bars an extension of time for the contractor in many contract forms; document each delay event separately.

  • Pay applications should be certified, accompanied by lien waivers (conditional progress, unconditional final), and matched to schedule of values.

  • Notice provisions are conditions precedent; missing a written notice deadline can waive a valid claim regardless of merit.

Quick reference

Structures and Structural Systems

  • Load types: dead (self-weight and permanent), live (occupancy), environmental (wind, seismic, snow, rain), and construction; load combinations follow ASCE 7.

  • LRFD compares factored demand to factored resistance (φRn ≥ ΣγQ); ASD compares service loads to allowable stress with a safety factor.

  • Bending stress σ = Mc/I; for a rectangular section, section modulus S = bd²/6, so capacity rises with the square of depth.

  • Deflection limits are serviceability criteria, commonly L/360 for floors under live load and L/240 for total load, per code and finish sensitivity.

  • Shear wall, moment frame, and braced frame systems resist lateral load; Florida wind design governs over seismic in most of the state.

  • Column buckling is governed by slenderness ratio KL/r; longer unbraced length or smaller radius of gyration lowers capacity.

  • Continuous load path: roof-to-wall, wall-to-floor, and floor-to-foundation connections must transfer uplift and lateral forces.

  • Concrete strength f'c, steel yield fy, and effective depth d drive flexural capacity; tension-controlled sections yield before crushing.

Quick reference

Site Work, Excavation, and Foundations

  • Soil classification by grain size: gravel > 4.75 mm, sand 0.075–4.75 mm, silt 0.002–0.075 mm, clay < 0.002 mm (USCS/Atterberg context).

  • Swell and shrinkage factors: bank volume × (1 + swell) = loose volume; compacted volume differs from bank volume, so haul quantities must be adjusted.

  • Slope stability and excavation safety: spoil and equipment kept at least 2 ft from the edge; access ladders within 25 ft of travel in trenches 4 ft or deeper.

  • Bearing capacity is verified by geotechnical report; footing size = load ÷ allowable bearing pressure, with settlement checked separately.

  • Piles transfer load by end bearing, skin friction, or both; test piles and dynamic testing verify capacity before production driving.

  • Dewatering and erosion control: silt fence, stabilized construction entrance, and inlet protection are required under NPDES construction stormwater permits.

  • Compaction is measured by relative density or percent compaction; standard Proctor gives maximum dry density and optimum moisture content.

  • Utility locating: call Sunshine 811 before excavation; tolerance zone and hand-digging requirements apply near marked facilities.

Quick reference

Concrete, Masonry, and Metals

  • Concrete mix design: water-cementitious ratio governs strength and durability; lower w/c increases strength but reduces workability.

  • Slump test (ASTM C143) measures consistency; air content (ASTM C231 pressure method) is critical for freeze-thaw durability where applicable.

  • Curing maintains moisture and temperature; 7 days moist curing is common for Type I cement, longer for blended cements or cold weather.

  • Formwork removal depends on strength gain, not a fixed clock; reshoring must consider construction loads on immature slabs.

  • Masonry: mortar type M (highest compressive strength) > S > N > O > K; Type N is common for exterior above-grade veneer.

  • Masonry wall ties, flashing, and weep holes form the drainage plane; missing weep holes traps water and causes efflorescence and spalling.

  • Structural steel: A992 is the common wide-flange grade (Fy = 50 ksi); A36 (Fy = 36 ksi) is used for plates and miscellaneous.

  • Bolted connections: snug-tight, pretensioned, and slip-critical are distinct; turn-of-nut and tension calibrator verify pretension.

  • Welding symbols specify groove, fillet, and size; visual inspection plus NDT (UT, RT, MT, PT) per the structural welding code.

Quick reference

Carpentry, Roofing, and Finishes

  • Roof slope: rise/run; 4:12 = 18.4°, 6:12 = 26.6°. Low-slope roofs are below 3:12 and require different underlayment and flashing details.

  • Underlayment requirements vary by slope and product; ice barrier is required at eaves in cold climates, while Florida practice emphasizes secondary water barrier and sealed deck joints.

  • Framing: floor joist span tables depend on species, grade, size, spacing, and live load; holes and notches are limited to the middle third of the span.

  • Stair geometry: riser height and tread depth must satisfy 2R + T ≈ 24–25 in.; code limits riser height to 7¾ in. and tread depth to 10 in. minimum in residential.

  • Roofing fastening in high-wind zones follows the product approval and Florida Building Code; ring-shank nails and enhanced nailing patterns are common.

  • Drywall levels of finish (1–5) define joint treatment and surface texture; Level 4 is standard for painted residential surfaces.

  • Flashing sequence: underlayment laps over lower courses; step flashing weaves with each shingle course; counterflashing caps the wall termination.

  • Wood moisture content: framing lumber is typically installed near 19% or less; finish wood flooring acclimates to in-service moisture before installation.

Quick reference

Building Envelope, Moisture Protection, and Thermal Systems

  • Water management strategy: shed, drain, and dry. Roof and wall assemblies rely on slope, drainage plane, flashing, and vapor control in the correct order.

  • Vapor retarder location depends on climate; in hot-humid Florida, vapor retarders are generally placed on the exterior (warm) side of the insulation to avoid trapping moisture.

  • Air barrier continuity matters more than material choice; penetrations, transitions, and joints are the dominant leakage paths.

  • Thermal bridging through studs reduces effective R-value; continuous exterior insulation or advanced framing improves whole-wall performance.

  • Waterproofing vs. dampproofing: waterproofing resists hydrostatic pressure; dampproofing resists capillary moisture only.

  • Below-grade waterproofing must be protected from backfill damage; drainage board and filter fabric extend service life.

  • Window and door flashing: sill pan first, then jambs, then head; laps must shed water outward and downward.

  • Insulation R-value per inch varies by material; closed-cell spray foam also serves as an air and vapor retarder, while open-cell foam is vapor permeable.

Quick reference

Mechanical, Electrical, and Plumbing Coordination

  • Coordination drawings (composite or BIM clash detection) resolve MEP conflicts before installation; hanger and sleeve locations are set in the model.

  • Sleeves and penetrations through fire-rated assemblies must be firestopped with listed systems; unsealed penetrations void the fire rating.

  • HVAC: sensible and latent loads both matter in Florida; latent load (moisture removal) is a major driver of equipment sizing and duct design.

  • Duct leakage testing and sealing are required in many jurisdictions; ducts in unconditioned space must be insulated and sealed at joints.

  • Electrical: voltage drop = 2 × K × I × L ÷ circular mils for single-phase; conductor sizing accounts for ampacity, derating, and termination ratings.

  • Panel schedules, load calculations, and arc-fault/ground-fault protection requirements must be coordinated with the equipment selected.

  • Plumbing: slope for drainage is typically ¼ in. per foot for 2 in. and smaller pipe; venting protects trap seals from siphonage.

  • Pressure testing of DWV and water piping is required before concealment; record test pressures and durations for inspection.

Quick reference

Safety, Codes, and Florida Regulatory Requirements

  • Florida Building Code is the statewide code, with local amendments; the Florida Building Commission maintains it and the code is updated on a multi-year cycle.

  • Licensing: certified contractors may work statewide; registered contractors are limited to the jurisdictions where they are registered.

  • Chapter 489, Florida Statutes, governs contractor licensing and discipline; unlicensed contracting is a criminal offense and voids many contract rights.

  • Notice to Owner (NTO) and lien law under Chapter 713: a lien claimant generally must serve an NTO within 45 days of first furnishing and record a claim of lien within 90 days of last furnishing.

  • Workers' compensation: Florida contractors with employees generally must carry coverage; the threshold for construction is one employee, with limited exemptions for officers.

  • OSHA Focus Four: falls, struck-by, caught-in/between, and electrical. Fall protection is required at 6 ft in construction.

  • Excavation standards: protective system required at 5 ft depth unless the excavation is entirely in stable rock; competent person inspection daily.

  • Permits and inspections: work cannot proceed past an inspection stage until approved; final inspection and certificate of occupancy close the project.

Quick reference

Project Delivery and Documentation Controls

  • Submittals: shop drawings, product data, and samples require review and return; a review stamp does not relieve the contractor of design responsibility unless stated.

  • RFI (request for information) documents a clarification; the answer becomes part of the contract documents only when issued as a supplemental instruction or change.

  • Daily reports, photographs, and as-built markups are contemporaneous records that support delay and change claims.

  • Schedule of values should track the actual work breakdown; front-loading distorts progress payments and creates retainage exposure.

  • Punch list completion and closeout documents (warranties, O&M manuals, as-builts, final lien waivers) are conditions of final payment.

  • Records retention: keep contracts, change orders, pay applications, and inspection records for the period required by the contract and statute.

  • Meeting minutes become the project record when distributed and not objected to; note action items with responsible parties and dates.

  • Quality control: three-phase inspection (preparatory, initial, follow-up) is a common contractor QC model for definable features of work.

Quick reference

Estimating and Quantity Takeoff

  • Quantity takeoff follows the CSI MasterFormat divisions; measure net quantities and apply waste factors separately.

  • Waste factors: masonry 3–5%, framing lumber 5–10%, roofing 10%, concrete 3–5%; add for cuts and breakage, not for design thickness.

  • Concrete volume: length × width × depth in consistent units; convert inches to feet by dividing by 12 before multiplying.

  • Rebar weight: No. 4 = 0.668 lb/ft, No. 5 = 1.043 lb/ft, No. 6 = 1.502 lb/ft; weight per foot ≈ 0.668 × bar number squared ÷ 8.

  • Labor productivity is expressed in units per crew-hour; duration = quantity ÷ (crew size × productivity).

  • Unit price estimate = material + labor + equipment + subcontract + overhead + profit, each applied to its own quantity basis.

  • Escalation and contingency are separate line items; contingency is not a substitute for a complete takeoff.

  • Bid documents: addenda modify the bid; acknowledge each addendum in the proposal to avoid a nonresponsive bid.

Quick reference

Scheduling and Delay Analysis

  • Bar charts show sequence but not logic; network diagrams (CPM) show dependencies and float.

  • Critical path is the longest path through the network; any delay on it delays project completion unless the path changes.

  • Total float = LS − ES = LF − EF; free float is the amount an activity can slip without delaying the successor's early start.

  • Time impact analysis inserts the delay event into the schedule at the time it occurred to quantify the extension.

  • Acceleration: compress by adding resources (crashing) or overlapping activities (fast-tracking); both add cost and risk.

  • Milestones have zero duration and mark contractual dates; they are not activities and carry no float.

  • Resource leveling changes start/finish dates to smooth peaks; it may consume float and shift the critical path.

  • As-built schedule records actual dates and logic changes; it is the basis for retrospective delay claims.

Quick reference

Construction Contracts and Risk Allocation

  • Indemnity clauses allocate risk of third-party claims; Florida law limits indemnification for a party's own negligence in construction contracts.

  • Insurance: general liability, builder's risk, workers' compensation, and professional liability cover different exposures; verify limits and additional insured status.

  • Performance and payment bonds protect the owner and subcontractors respectively; they are required on many public projects above a threshold.

  • Liquidated damages must be a reasonable forecast of loss, not a penalty; otherwise courts may not enforce them.

  • Pay-if-paid and pay-when-paid clauses shift owner nonpayment risk; enforceability varies and must be reviewed in the contract.

  • Warranty vs. guarantee: warranty is a contractual assurance of quality; a guarantee may add a separate surety or party obligation.

  • Termination for cause requires notice and opportunity to cure in most forms; termination for convenience pays for work done plus reasonable costs.

  • Choice of law and venue clauses determine where disputes are resolved; Florida projects commonly specify Florida law and venue.

Quick reference

Florida Environmental and Coastal Requirements

  • Construction stormwater: NPDES permit coverage and a Stormwater Pollution Prevention Plan (SWPPP) are required for sites disturbing one acre or more.

  • Best management practices include silt fence, sediment basins, stabilized entrances, and concrete washout containment.

  • Coastal construction control line (CCCL) permits are required for work seaward of the line in designated coastal counties.

  • Floodplain and flood zone designations (A, AE, V, VE) drive elevation and foundation requirements; V zones require open foundations and breakaway walls.

  • Wetlands and surface waters are regulated by state and federal agencies; impacts require permits and mitigation.

  • Asbestos and lead: renovation of pre-1980 buildings requires asbestos survey; pre-1978 residential requires lead-safe practices under EPA rules.

  • Waste management: construction and demolition debris must go to permitted facilities; burning on site is generally prohibited.

  • Protected species and habitat surveys may be required before clearing or earthwork.

Quick reference

Construction Quality and Testing

  • Concrete testing: slump, air content, temperature, and cylinders per ASTM C172 sampling; frequency typically one set per 50–150 yd³ or per day of placement.

  • Compaction testing: field density by nuclear gauge or sand cone, compared to laboratory maximum dry density.

  • Steel inspection: bolt tension, weld visual and NDT, and coating thickness; mill certificates verify material grade.

  • Masonry prism testing and mortar/concrete grout compressive strength verify assembly capacity.

  • Roofing: field uplift testing and fastener pull tests verify compliance in high-wind zones.

  • Mock-ups establish the quality standard before production work; they are particularly useful for envelope and finish assemblies.

  • Nonconformance reports document defects, disposition (rework, repair, accept), and verification of correction.

  • Third-party special inspection is required for certain structural work; the inspector reports to the jurisdiction, not only to the contractor.

Quick reference

Building Codes and Occupancy

  • Occupancy classification (A, B, E, F, H, I, M, R, S, U) drives allowable height, area, egress, and fire protection requirements.

  • Type of construction (I–V) sets fire-resistance ratings for structural elements; Type V is combustible and least restrictive.

  • Egress: two exits required above certain occupant loads and travel distances; exit access travel distance is limited by occupancy and sprinkler status.

  • Fire-resistance-rated assemblies: walls, floors, and shafts require listed systems; penetrations must be firestopped.

  • Accessibility: Florida adopts accessibility requirements that reference ADA and state-specific standards; route, door width, and fixture clearances apply.

  • Certificate of occupancy requires final inspections of all permitted trades and compliance with the approved plans.

  • Change of use or occupancy may trigger upgrades to egress, fire protection, and accessibility even without new construction.

  • Flood provisions in the Florida Building Code require elevation, anchoring, and enclosure limits for structures in flood zones.

Quick reference

Construction Drawings and Specifications

  • Drawing order of precedence is defined in the contract; generally specifications govern over drawings and large-scale drawings over small-scale.

  • Architectural, structural, civil, MEP, and landscape sheets must be coordinated; grid lines and dimensions are the common reference.

  • Specification divisions follow MasterFormat; Part 1 general, Part 2 products, Part 3 execution.

  • Symbols and abbreviations are defined in the legend; never assume a symbol's meaning without confirming.

  • Schedules (door, window, finish, equipment) carry performance and product data that must match the plans.

  • Dimensions govern over scaled measurements; note that scaling a drawing is not a substitute for written dimensions.

  • Coordination conflicts are resolved by RFI; the answer must be documented and distributed to all affected parties.

  • As-built drawings record actual installed conditions, including deviations approved by change order.

Quick reference

Construction Safety Programs

  • Written safety program: hazard assessment, training, incident reporting, and disciplinary policy; required for many contractors by contract and OSHA.

  • Competent person: capable of identifying hazards and authorized to take corrective action; required for excavations, scaffolding, and fall protection.

  • Personal protective equipment: hard hat, eye protection, hearing protection, and high-visibility clothing based on task hazard.

  • Scaffolding: fully planked, guardrails, and proper access; scaffold users must be trained and scaffolds inspected before each shift.

  • Cranes and rigging: load charts, qualified operators, and exclusion zones; never exceed rated capacity.

  • Hazard communication: safety data sheets (SDS) and labeling for chemicals on site.

  • Emergency action plan: exits, assembly points, first aid, and rescue for confined space and fall arrest.

  • Incident investigation identifies root causes and corrective actions, not just blame; record and trend near misses.

Quick reference

Construction Accounting and Cost Control

  • Job cost ledger compares budget, committed cost, and actual cost; variance = budget − actual, with favorable/unfavorable sign convention stated.

  • Committed cost includes subcontracts and purchase orders, not just invoices paid, to avoid understating exposure.

  • Earned value: CPI = EV ÷ AC, SPI = EV ÷ PV; CPI below 1 means cost overrun relative to work performed.

  • Percent complete by cost = cost to date ÷ total estimated cost at completion; revise estimates as conditions change.

  • Change order pricing: labor, material, equipment, subcontract, plus markup for overhead and profit as allowed by contract.

  • Back charges to subcontractors require notice and documentation; unsubstantiated back charges are often uncollectible.

  • Retainage receivable is an asset; track aging and release conditions to avoid permanent loss.

  • Cash flow forecasting uses the schedule of values and payment terms; a 30-day pay cycle plus 10% retainage creates a predictable gap.

Quick reference

Florida Lien Law and Payment Rights

  • Notice to Owner: a lien claimant not in privity with the owner generally serves an NTO within 45 days of first furnishing labor, services, or materials.

  • Claim of lien: record within 90 days after last furnishing; the lien must state the amount, property description, and claimant information.

  • Lien transfer: an owner may transfer a lien to a bond; the claimant then proceeds against the bond.

  • Notice of contest: an owner may contest a lien; the claimant must file suit to foreclose within the statutory period or the lien is extinguished.

  • Final payment and lien releases: conditional waiver on progress payment, unconditional waiver on final payment; use statutory forms.

  • Construction lien rights may be waived in advance only to a limited extent; review contract language carefully.

  • Public projects: lien rights are replaced by payment bond claims; notice requirements differ from private lien law.

  • Payment bond claim: a claimant generally must give notice to the surety and prime contractor within statutory deadlines.

Quick reference

Construction Materials and Testing Standards

  • Concrete: ASTM C150 cement, C33 aggregates, C494 admixtures, C143 slump, C231 air, C39 compressive strength.

  • Soils: ASTM D698 standard Proctor, D1557 modified Proctor, D6938 nuclear density, D4318 Atterberg limits.

  • Steel: ASTM A992 wide-flange, A36 plate, A325/A490 bolts (now F3125), A307 common bolts.

  • Masonry: ASTM C90 concrete block, C270 mortar, C476 grout; prism testing verifies assembly strength.

  • Wood: NDS governs design; visually graded lumber and MSR lumber have different design values.

  • Roofing: ASTM D226 felt, D4434 single-ply; product approval under Florida Building Code requires testing to state standards.

  • Testing frequency and sampling must follow the project specifications and code; record results and retain them.

  • Third-party testing laboratories should be accredited; verify scope of accreditation for the tests performed.

Quick reference

Construction Delivery Methods

  • Design-bid-build: owner contracts separately with designer and contractor; lowest responsive bidder wins and the contractor builds the design.

  • Design-build: single entity provides design and construction; owner has one contract and benefits from early cost certainty and collaboration.

  • Construction manager at risk (CMAR): CM provides preconstruction services and holds the trade contracts, guaranteeing a maximum price.

  • Construction manager as agent: CM acts as owner's advisor and does not hold trade contracts.

  • Multiple prime contracts: owner holds separate contracts with trade contractors; coordination risk shifts to the owner.

  • Public-private partnerships and integrated project delivery distribute risk and reward differently; IPD relies on shared risk pools.

  • Delivery method affects liability, schedule, and cost control; select based on project complexity, owner capability, and risk tolerance.

  • Early contractor involvement improves constructability but requires clear scope and pricing mechanisms.

Quick reference

Construction Documentation and Claims

  • Claim elements: entitlement, causation, and damages; all three must be proven.

  • Notice and documentation: contemporaneous records, daily reports, photographs, and correspondence support the claim.

  • Delay claim types: excusable (time only), compensable (time and money), and non-excusable (contractor risk).

  • Acceleration claim: owner-directed acceleration or constructive acceleration when a time extension is due but denied.

  • Loss of productivity claims require measured or industry-benchmark evidence; they are difficult to prove without baseline data.

  • Differing site conditions claims require notice before the condition is disturbed, where the contract requires it.

  • Waiver and estoppel: accepting payment or failing to object may waive a claim; document reservations.

  • Dispute resolution ladder: negotiation, mediation, then arbitration or litigation; check the contract's mandatory steps.

Quick reference

Construction Equipment and Methods

  • Excavators, backhoes, dozers, and loaders have different reach, production, and suitability; match machine to task and site access.

  • Production rate = bucket capacity × cycles per hour × efficiency; efficiency accounts for operator skill, swing angle, and site conditions.

  • Crane selection depends on load weight, radius, boom length, and capacity chart; never exceed the chart for the configuration.

  • Concrete placement methods: pump, bucket, conveyor, or chute; each has limitations on slump, distance, and access.

  • Dewatering methods: sumps, wellpoints, and deep wells; choose based on soil permeability and drawdown required.

  • Trench shoring types: sloping, benching, shoring, and shielding; select based on soil type and depth.

  • Compaction equipment: smooth drum, sheepsfoot, and vibratory plates; match to soil type and lift thickness.

  • Temporary structures: scaffolding, formwork, and shoring must be designed and inspected by qualified persons.

Quick reference

Construction Estimating and Bidding

  • Bid preparation: review documents, attend pre-bid meeting, issue RFIs, incorporate addenda, and verify scope.

  • Quantity survey: measure from drawings and specifications; cross-check with historical data and subcontractor quotes.

  • Unit costs: material, labor, equipment, and subcontract; apply productivity rates and wage rates including burden.

  • Markup: overhead, profit, contingency, and bond/insurance costs; apply consistently across the estimate.

  • Bid strategy: balanced bid vs. unbalanced bid; unbalanced bids can create cash flow advantages but risk rejection.

  • Subcontractor coverage: obtain multiple quotes, check scope gaps, and verify qualifications and bonding.

  • Bid documents must be acknowledged and submitted on time; late or incomplete bids may be rejected.

  • Post-bid: negotiate, award, and issue subcontracts; verify insurance and bonds before mobilization.

Quick reference

Construction Law and Dispute Resolution

  • Contract formation requires offer, acceptance, consideration, and capacity; construction contracts are usually in writing.

  • Breach of contract remedies: damages, specific performance, and termination; consequential damages may be limited by contract.

  • Mechanic's lien is a statutory remedy; strict compliance with notice and timing is required.

  • Arbitration vs. litigation: arbitration is generally faster and private but has limited appeal; check the contract clause.

  • Mediation is non-binding unless agreed; it is often a required step before arbitration or litigation.

  • Statute of limitations and repose limit the time to bring claims; Florida has specific periods for construction defects.

  • Indemnity and insurance provisions allocate risk; review them carefully and verify coverage.

  • Expert witnesses and documentation are critical in construction disputes; preserve records.

Quick reference

Construction Project Controls

  • Cost control: monitor budget vs. actual, forecast at completion, and take corrective action early.

  • Schedule control: compare planned vs. actual progress, update the schedule, and analyze variances.

  • Quality control: inspections, testing, and nonconformance tracking; close out corrective actions.

  • Change control: log changes, evaluate cost and time impact, and obtain approval before proceeding.

  • Risk management: identify, assess, mitigate, and monitor risks; maintain a risk register.

  • Communication: regular meetings, minutes, and reports keep stakeholders informed and create a record.

  • Document control: version control, distribution, and retention of drawings, specifications, and correspondence.

  • Performance metrics: CPI, SPI, and productivity rates help identify trends and forecast outcomes.

Quick reference

Construction Closeout and Warranty

  • Substantial completion: work is sufficiently complete for its intended use; punch list items remain.

  • Punch list: list of incomplete or defective work; complete and verify before final payment.

  • Final completion: all work is complete, including punch list, and closeout documents are submitted.

  • Closeout documents: as-builts, warranties, O&M manuals, spare parts, and final lien waivers.

  • Warranty period: typically one year from substantial completion; review contract for specific terms.

  • Final payment: release of retainage and final payment after closeout requirements are met.

  • Post-occupancy: monitor performance and address warranty claims promptly.

  • Lessons learned: review project performance and document improvements for future projects.

Quick reference

Construction Insurance and Bonding

  • General liability: covers third-party bodily injury and property damage; verify limits and additional insured status.

  • Builder's risk: covers the project during construction, including materials and equipment.

  • Workers' compensation: covers employee injuries; required in Florida for construction employers.

  • Professional liability: covers design errors and omissions; important for design-build and CMAR.

  • Performance bond: guarantees completion of the work; payment bond guarantees payment to subcontractors and suppliers.

  • Bond premium: based on contract value and contractor financial strength; verify bond capacity.

  • Insurance certificates: verify coverage, limits, and expiration before mobilization.

  • Claims: report promptly, document, and cooperate with the insurer.

Quick reference

Construction Ethics and Professional Responsibility

  • Integrity: honest dealing with owners, subcontractors, and suppliers; avoid conflicts of interest.

  • Competence: perform work to the standard of care; use qualified personnel and proper methods.

  • Confidentiality: protect proprietary information and client data.

  • Compliance: follow codes, regulations, and contract requirements; do not cut corners.

  • Fairness: treat subcontractors and suppliers fairly; pay promptly and honor commitments.

  • Documentation: accurate records and transparent communication.

  • Reporting: report unsafe conditions and illegal activity; protect the public.

  • Continuing education: stay current with codes, technology, and best practices.

Quick reference

Construction Technology and BIM

  • BIM: 3D model with data; used for clash detection, quantity takeoff, and coordination.

  • Clash detection: identify conflicts between MEP, structure, and architecture before installation.

  • Laser scanning: capture as-built conditions for renovation and verification.

  • Drones: survey, progress monitoring, and inspection; comply with FAA rules.

  • Mobile technology: field access to drawings, RFIs, and inspections; improves communication.

  • Data management: version control, access control, and backup for digital documents.

  • Automation: prefabrication and modular construction improve quality and schedule.

  • Cybersecurity: protect project data and systems from unauthorized access.

Quick reference

Construction Sustainability and Green Building

  • Sustainable design: energy efficiency, water conservation, material selection, and indoor environmental quality.

  • Green building rating systems: LEED, Green Globes, and Florida-specific programs; verify requirements.

  • Energy code: Florida Energy Code sets envelope, lighting, and HVAC efficiency requirements.

  • Water efficiency: low-flow fixtures and irrigation controls; verify local requirements.

  • Materials: recycled content, local sourcing, and low-VOC products.

  • Waste management: divert construction waste from landfill; track diversion rates.

  • Commissioning: verify systems perform as designed; required for many green projects.

  • Life cycle assessment: evaluate environmental impact over the building's life.