PDCA CPC study materials
PDCA CPC study resources

PDCA CPC key terms

PDCA CPC · Get comfortable with the vocabulary.

Work Breakdown Structure (WBS)

A hierarchical decomposition of the total scope of work into progressively smaller deliverable-oriented components, used as the foundation for estimating, scheduling, cost control, and assigning responsibility on a project.

Related: Scope Baseline, Activity Sequencing, Cost Baseline
Scope Baseline

The approved project scope statement, WBS, and WBS dictionary taken together, forming the reference against which scope performance and change requests are measured and controlled.

Related: Work Breakdown Structure (WBS), Change Order
Constructability Review

A structured assessment of design documents during pre-construction to identify buildability problems, sequencing conflicts, and cost or schedule risks before construction begins.

Related: Design-Bid-Build, Value Engineering, Pre-Construction Services
Pre-Construction Services

Planning, estimating, scheduling, and design-assist activities performed by a contractor before field work starts, often under a separate agreement or as part of a negotiated contract.

Related: Constructability Review, Value Engineering
Value Engineering

A structured, function-based review that seeks equivalent or better performance at lower cost by examining materials, systems, and methods without reducing the owner's required scope or quality.

Related: Constructability Review, Change Order
Unit Price Contract

An agreement paying the contractor a fixed rate per measured unit of work actually performed, with total value determined by field quantities rather than a lump sum.

Related: Lump Sum Contract, Measurement and Payment, Retainage
Lump Sum Contract

A fixed-price agreement in which the contractor performs the defined scope for a stated total price, bearing the risk of quantity and productivity variances within that scope.

Related: Unit Price Contract, Change Order
Design-Build

A project delivery method in which a single entity holds responsibility for both design and construction under one contract with the owner, creating a single point of accountability.

Related: Design-Bid-Build, Construction Manager at Risk (CMAR)
Design-Bid-Build

A delivery method in which the owner contracts separately with a designer, then awards construction to the lowest responsive bidder based on completed plans and specifications.

Related: Design-Build, Bid Bond, Addendum
Construction Manager at Risk (CMAR)

A delivery method in which the construction manager commits to a guaranteed maximum price and holds trade contracts, while participating in design and providing pre-construction input.

Related: Guaranteed Maximum Price (GMP), Design-Build
Guaranteed Maximum Price (GMP)

A contractual cost ceiling above which the contractor absorbs overruns, usually paired with a shared savings provision and defined allowances and contingencies.

Related: Construction Manager at Risk (CMAR), Contingency, Change Order
Change Order

A written, signed modification to the contract documents that adjusts scope, price, schedule, or other terms, issued after the original agreement is executed.

Related: Request for Information (RFI), Constructive Change, Retainage
Constructive Change

An undocumented direction or action by the owner or its representative that effectively alters the contractor's work or cost, giving rise to an equitable adjustment even without a formal change order.

Related: Change Order, Differing Site Conditions, Request for Information (RFI)
Differing Site Conditions

Physical conditions at the site that differ materially from those indicated in the contract documents or from conditions ordinarily encountered, typically triggering notice and adjustment procedures.

Related: Constructive Change, Request for Information (RFI)
Request for Information (RFI)

A formal written question from the contractor seeking clarification or interpretation of the contract documents, answered by the design professional and logged to preserve the project record.

Related: Addendum, Change Order, Constructive Change
Addendum

A written modification to the bidding or contract documents issued before bid opening or contract execution, becoming part of the documents and binding on all bidders.

Related: Request for Information (RFI), Bid Bond, Design-Bid-Build
Bid Bond

A surety instrument submitted with a bid that guarantees the bidder will execute the contract and furnish required bonds if awarded, forfeiting a stated percentage otherwise.

Related: Performance Bond, Payment Bond, Bid Shopping
Performance Bond

A surety guarantee that the contractor will complete the work according to the contract terms, giving the owner a remedy if the contractor defaults.

Related: Payment Bond, Bid Bond, Substantial Completion
Payment Bond

A surety guarantee protecting the owner and unpaid subcontractors and suppliers by ensuring labor and material claims are paid on the bonded project.

Related: Performance Bond, Mechanic's Lien, Retainage
Mechanic's Lien

A statutory claim against real property filed by parties who supplied labor, services, or materials, potentially encumbering title until the claim is resolved or released.

Related: Payment Bond, Retainage, Lien Waiver
Lien Waiver

A document in which a claimant gives up lien rights, either conditionally or unconditionally and for progress or final payment, typically exchanged for payment received.

Related: Mechanic's Lien, Retainage
Retainage

A percentage of each payment withheld by the owner until defined milestones or completion, providing leverage to ensure satisfactory performance and closeout.

Related: Payment Bond, Substantial Completion, Schedule of Values
Schedule of Values

A line-item breakdown allocating the contract sum across work items, used to evaluate progress payments and to support cost-loaded scheduling and earned value analysis.

Related: Retainage, Earned Value Management, Contingency
Contingency

A budget reserve set aside for identified but uncertain risks and anticipated changes, distinct from escalation and management reserve, and released as risk exposure resolves.

Related: Guaranteed Maximum Price (GMP), Schedule of Values, Change Order
Earned Value Management

A performance measurement technique comparing planned value, earned value, and actual cost to derive schedule and cost variances and forecast final project outcomes.

Related: Schedule of Values, Critical Path Method (CPM)
Critical Path Method (CPM)

A network scheduling technique identifying the longest duration path through dependent activities, which determines the shortest possible project duration and drives float calculations.

Related: Total Float, Activity Sequencing, Baseline Schedule
Total Float

The amount of time an activity can be delayed without delaying the project completion date, calculated as the difference between late and early finish dates.

Related: Critical Path Method (CPM), Baseline Schedule
Baseline Schedule

The approved, time-phased plan against which actual progress and schedule variance are measured, changed only through formal revision control.

Related: Critical Path Method (CPM), Total Float, Look-Ahead Schedule
Look-Ahead Schedule

A short-interval, typically two-to-six-week rolling plan that breaks down upcoming work into detailed activities, assigns crews, and coordinates constraints before execution.

Related: Baseline Schedule, Last Planner System
Last Planner System

A collaborative production planning method relying on weekly commitments, percent plan complete measurement, and root-cause analysis of missed tasks to improve reliability.

Related: Look-Ahead Schedule, Baseline Schedule
Activity Sequencing

The process of identifying and documenting logical relationships and dependencies among schedule activities, forming the network used for duration and float analysis.

Related: Critical Path Method (CPM), Work Breakdown Structure (WBS)
Substantial Completion

The stage at which the work is sufficiently complete for its intended use, triggering warranty start, retainage release, and the punch list process.

Related: Punch List, Retainage, Performance Bond
Punch List

A documented list of incomplete or deficient items identified during inspection that the contractor must correct before final completion and acceptance.

Related: Substantial Completion, Quality Assurance and Quality Control (QA/QC)
Quality Assurance and Quality Control (QA/QC)

QA covers planned process-oriented activities that prevent defects, while QC covers inspection and testing that detect nonconforming work; together they form the project quality system.

Related: Punch List, Inspection and Test Plan
Inspection and Test Plan

A document defining the inspections, tests, acceptance criteria, hold points, and records required for specific work items, often reviewed and witnessed by the owner or authority.

Related: Quality Assurance and Quality Control (QA/QC), Punch List
Job Hazard Analysis (JHA)

A systematic review of a task that identifies hazards for each work step and specifies controls, often paired with a pre-task safety briefing before work begins.

Related: Hierarchy of Controls, Toolbox Talk
Hierarchy of Controls

A ranked approach to reducing risk, from most to least effective: elimination, substitution, engineering controls, administrative controls, and personal protective equipment.

Related: Job Hazard Analysis (JHA), Personal Protective Equipment (PPE)
Personal Protective Equipment (PPE)

Wearable gear such as hard hats, eye protection, and fall arrest harnesses that shields a worker from hazards, used as the last line of defense after other controls.

Related: Hierarchy of Controls, Job Hazard Analysis (JHA)
Toolbox Talk

A brief, documented safety meeting held with the crew before or during a shift to communicate specific hazards, controls, and expectations for the day's tasks.

Related: Job Hazard Analysis (JHA), Hierarchy of Controls
Bid Shopping

An unethical practice of disclosing one subcontractor's price to competitors to obtain a lower number, undermining fair competition and trust in the bidding process.

Related: Bid Bond, Bid Protest
Bid Protest

A formal challenge to the award or evaluation of a bid, alleging violations of procurement rules, unfair evaluation, or improper communication with bidders.

Related: Bid Shopping, Addendum
Standard of Care

The degree of skill and care that a reasonably prudent professional in the same discipline would exercise under similar circumstances, used to judge negligence claims.

Related: Mechanic's Lien, Constructive Change
Earned Schedule

An extension of earned value that measures schedule performance in time units by comparing earned value to planned value, yielding schedule variance in days.

Related: Earned Value Management, Critical Path Method (CPM)
Measurement and Payment

Contract provisions defining how quantities are measured and how completed work is valued and certified for payment, essential in unit price arrangements.

Related: Unit Price Contract, Schedule of Values, Retainage
Owner-Contractor Agreement

The core contract document stating the parties, contract sum, dates, and incorporation of general and supplementary conditions, drawings, and specifications.

Related: Lump Sum Contract, Change Order, Performance Bond
Project Stakeholder Register

A record identifying project stakeholders, their interests, influence, and engagement needs, used to plan communication and manage expectations throughout the project.

Related: Communication Plan, Work Breakdown Structure (WBS)
Communication Plan

A documented approach specifying who receives what information, in which format, and how often, along with escalation paths and feedback mechanisms.

Related: Project Stakeholder Register, Toolbox Talk
Lessons Learned Register

A running record of knowledge gained during the project, capturing what worked, what failed, and recommendations to improve future planning and execution.

Related: Last Planner System, Constructability Review