NASCLA Contractor study materials
NASCLA Contractor study resources

NASCLA Contractor cheat sheet

NASCLA Contractor · Keep the key ideas within reach.

Quick reference

Project Planning and Pre-Construction

  • Delivery methods: design-bid-build awards to the lowest responsive bidder; design-build awards a single entity that holds both design and construction risk; CM at-risk holds a guaranteed maximum price.

  • The Notice to Proceed sets the contract start date from which contract time is measured; owner-caused work before NTP is generally not compensable delay.

  • Long-lead items (switchgear, elevators, structural steel, curtain wall) often carry 20+ week lead times and must be identified and released during preconstruction.

  • CSI MasterFormat Division 01 (General Requirements) governs submittals, temporary facilities, quality control, and closeout, not the technical scope of work.

  • Call 811 before any excavation; most states require 48 to 72 hours notice and utility marking before digging begins.

  • A geotechnical report establishes soil bearing capacity, groundwater elevation, and foundation type; bid assumptions should be tied to the specific borings provided.

  • Design contingency is commonly 5 to 10 percent at schematic design, tapering as documents complete; construction contingency is typically 2 to 5 percent of the contract sum.

  • Value engineering is a written proposal to reduce cost without reducing required function; it becomes binding only when accepted by the owner through a change order.

  • Constructability review compares drawings and specifications for conflicts, missing details, and infeasible sequencing before bid opening or before mobilization.

Quick reference

Bidding, Estimating and Contract Negotiation

  • A bid bond is typically 5 to 10 percent of the bid amount and is forfeited if the low bidder fails to execute the contract and furnish performance and payment bonds.

  • Performance and payment bonds are each typically 100 percent of the contract sum; performance protects the owner, payment protects subcontractors and suppliers.

  • Addenda issued during bidding modify the bid documents and must be acknowledged in the proposal; failure to acknowledge can make the bid nonresponsive.

  • Labor burden (FICA, workers' compensation, unemployment, fringe) commonly adds 25 to 40 percent to base wage and must be applied before markup.

  • Conceptual or square-foot estimating carries roughly plus or minus 15 to 20 percent accuracy; a lump-sum bid built from a completed takeoff is closer to plus or minus 5 percent.

  • Unit price equals material plus labor plus equipment plus subcontractor cost plus overhead plus profit; quantity takeoffs add a waste factor by material type.

  • Balancing unit prices keeps the total bid unchanged while loading early or quantity-sensitive line items; owners may reject materially unbalanced bids.

  • A bid mistake (clerical error) must be reported to the owner promptly; withdrawal or correction after award generally requires showing a palpable mathematical error.

  • Negotiated procurement uses RFQ or RFP and evaluates qualifications and best value, not solely the lowest price.

Quick reference

Contract Administration and Project Documentation

  • A change order is signed by owner, contractor, and architect and fixes both price and time; a construction change directive orders the work before price and time are agreed.

  • An RFI is a written question about the documents; if the answer changes cost or time, it must be formalized as a change rather than left as an informal clarification.

  • Submittal review stamps are approved, approved as noted, revise and resubmit, and rejected; contractor review does not relieve the designer of design responsibility.

  • Retainage is commonly 5 to 10 percent of each progress payment, held until substantial completion and released in full at final completion after punch list closeout.

  • Substantial completion is the point at which the work is usable for its intended purpose; it starts warranty periods, releases most retainage, and shifts insurance and utility responsibility.

  • A conditional lien waiver takes effect only when the stated payment actually clears; an unconditional waiver is effective on signing.

  • Contract notice provisions are enforceable: late or missing written notice can waive an otherwise valid delay or extra-work claim.

  • Record documents (as-builts) must be kept current in the field and delivered at closeout along with warranties, O&M manuals, and attic stock.

  • Meeting minutes, daily reports, and photographs form the contemporaneous record used to support or defend claims.

Quick reference

Project Scheduling and Cost Control

  • The critical path is the longest dependent chain through the network and has zero total float; it sets the shortest possible project duration.

  • Total float = late start minus early start = late finish minus early finish; free float is the amount an activity can slip without delaying its successor.

  • Earned value: CV = EV - AC; SV = EV - PV; CPI = EV / AC; SPI = EV / PV; a CPI or SPI below 1.0 indicates overrun or delay.

  • Estimate at completion using the index method: EAC = BAC / CPI; remaining-work method: EAC = AC + (BAC - EV).

  • A time impact analysis inserts a fragnet of the changed work into the current accepted schedule to measure the delay to the completion date.

  • Delays are excusable (weather, owner, differing site conditions) or non-excusable (contractor means and methods); only compensable delays recover both time and money.

  • Concurrent delay generally entitles the contractor to a time extension but not to delay damages.

  • The schedule of values must be front-loaded only to the extent it tracks actual resource use; billing above earned value creates a liability for overbilling.

  • Acceleration is directed by the owner in writing and is compensable; constructive acceleration requires a documented excusable delay and a refused time extension.

Quick reference

Site Supervision and Field Operations

  • Excavations 5 feet deep or more require a protective system (sloping, shoring, or shielding); a competent person must inspect daily and after rain or vibration.

  • OSHA sloping: Type A soil 3/4:1, Type B 1:1, Type C 1.5:1; spoil piles and equipment kept at least 2 feet from the edge, ladder within 25 feet of lateral travel.

  • Concrete slump is measured per ASTM C143 and the test completed within about 15 minutes of sampling.

  • Standard concrete test specimens are 4 by 8 inch or 6 by 12 inch cylinders; typically one set per 50 to 150 cubic yards per ACI and per specification.

  • Cold-weather concrete per ACI 306 keeps concrete at 50 degrees F or above during placement and protects it from freezing until it reaches 500 psi.

  • Field compaction is verified by nuclear density gauge and specified as a percentage (commonly 95 percent) of the maximum dry density from a Standard Proctor test.

  • Site logistics plans address laydown, temporary power and water, crane positions and swing radius, dumpster locations, and site access for emergency vehicles.

  • A Stormwater Pollution Prevention Plan and erosion controls (silt fence, inlet protection, stabilized entrance) must be in place before earthwork begins.

Quick reference

Safety, Health and Environmental Compliance

  • OSHA construction standards are 29 CFR 1926; general industry standards are 29 CFR 1910; recordkeeping is 29 CFR 1904.

  • The Focus Four hazards are falls, struck-by, caught-in or between, and electrical; they account for the majority of construction fatalities.

  • Fall protection is required at 6 feet in construction, 10 feet on scaffolds, and 15 feet during steel erection.

  • Supported scaffolds require guardrails at 10 feet, full planking, and a base-to-height ratio no greater than 4:1 unless designed otherwise.

  • Extension ladders need 3 feet of extension above the landing and a 4:1 slope; portable ladders are secured and extend above the access level.

  • Permit-required confined space entry requires atmospheric testing, an attendant, an entry permit, and rescue provisions under 29 CFR 1926 Subpart AA.

  • Employers must report a fatality within 8 hours and an in-patient hospitalization, amputation, or loss of an eye within 24 hours.

  • The OSHA 300 log is maintained during the year and the 300A summary is posted from February 1 through April 30.

  • Hazard Communication requires a written program, GHS-compliant labels, and accessible safety data sheets for every hazardous chemical on site.

Quick reference

Quality Assurance and Quality Control

  • Quality assurance is the owner's or designer's process of verifying the system; quality control is the contractor's inspection and testing of the work.

  • The USACE three-phase control system consists of a preparatory meeting, an initial inspection of the first work, and recurring follow-up inspections.

  • An inspection and test plan lists each inspection, the test method, the acceptance criteria, and whether it is a hold point or a witness point.

  • A hold point stops work until the inspector signs off in writing; a witness point requires notification but does not stop production.

  • Structural welds are visually inspected first, then examined by nondestructive testing (ultrasonic, radiographic, magnetic particle, or dye penetrant) per AWS D1.1.

  • A nonconformance report documents work that fails the acceptance criteria and tracks disposition: rework, repair, accept with concession, or reject.

  • Mock-ups and first-article installations establish the visual and performance standard before repetitive work starts.

  • Punch list items must be corrected before final payment; retainage is typically released when the punch list is closed and final documents are delivered.

Quick reference

Building Codes, Standards and Plan Reading

  • Occupant load = floor area divided by the occupant load factor; common factors are 150 gross for business, 60 gross for mercantile, and 15 net for unconcentrated assembly.

  • IBC construction Types I through V are each divided into A (protected) and B (unprotected); Type I-A requires the highest fire resistance and Type V-B is unprotected wood frame.

  • Number of required exits rises with occupant load; occupancies with 1 to 49 occupants may generally have one exit, while 50 to 500 typically requires at least two.

  • IBC travel distance limits generally range from 200 to 400 feet depending on occupancy group and whether the building is sprinklered.

  • Fire-resistance-rated assemblies are identified by UL or GA design numbers, and penetrations must be firestopped to the tested system.

  • Drawing scale: at 1/4 inch equals 1 foot, one inch on the drawing represents 4 feet, so scaled dimensions are multiplied by 48.

  • Rebar callouts use eighths of an inch: a #4 bar is 1/2 inch diameter and a #8 bar is 1 inch diameter; grade 60 means 60 ksi yield.

  • A plan is a horizontal cut, a section is a vertical cut, an elevation is a flat exterior or interior view, and a detail is an enlarged view of a specific condition.

  • The authority having jurisdiction, not the designer, determines which code edition is enforceable on a given project.

Quick reference

Materials, Methods and Construction Technology

  • Structural concrete is specified by 28-day compressive strength (commonly 3,000 to 5,000 psi) and water-cement ratio (commonly 0.40 to 0.50).

  • Air entrainment of roughly 5 to 7 percent provides freeze-thaw durability in exterior concrete.

  • Concrete typically reaches about two-thirds to three-quarters of its 28-day strength in 7 days at normal curing temperatures.

  • ASTM A992 is the standard grade for structural W-shapes with a 50 ksi minimum yield; A36 steel has a 36 ksi yield.

  • High-strength structural bolts are F3125 Grade A325 (120 ksi tensile) and A490 (150 ksi tensile); slip-critical connections require specified pretension.

  • Mortar types by compressive strength: M 2500 psi, S 1800 psi, N 750 psi, O 350 psi; Type S is used for structural and below-grade masonry.

  • Standard CMU is 8 by 8 by 16 inches nominal, with actual dimensions of 7-5/8 by 7-5/8 by 15-5/8 inches including the mortar joint.

  • Wood structural panels carry a span rating (for example 24/16), meaning 24 inches on supports for roof and 16 inches for floor.

  • BIM clash detection resolves MEP and structural conflicts in the model before installation, reducing field RFIs and rework.

Quick reference

Business Management, Law, Accounting and Risk

  • A surety bond is a three-party instrument among surety, principal, and obligee; the surety's liability is limited to the bond penalty and the contractor indemnifies the surety.

  • Commercial general liability covers third-party bodily injury and property damage and excludes damage to the contractor's own defective work.

  • Builder's risk property insurance covers the structure under construction and typically excludes contractor's tools, equipment, and employee vehicles.

  • Workers' compensation is statutory and no-fault; it pays medical and lost-wage benefits and generally bars the injured employee from suing the employer.

  • On a work-in-progress schedule, costs and estimated earnings in excess of billings is an asset (underbilling); billings in excess of costs is a liability (overbilling).

  • Mechanic's lien rights are statutory and strictly time-limited; many states require a preliminary notice and recording within a fixed period after last furnishing labor or materials.

  • Prompt payment acts set statutory deadlines, often around 30 days, for paying construction invoices and define when interest begins to accrue.

  • Broad-form indemnity clauses that shift a party's own negligence are void or limited in many states; additional insured endorsements transfer risk another way.

  • Worker classification matters: misclassifying employees as independent contractors triggers payroll tax, workers' compensation, and penalty exposure.