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JEK Owner's Advocate, Inc.
707 Tarpon Cove Dr.
Naples, FL 34110

847-980-5122
 


ESTABLISHING THE SCOPE

Asking The Right Questions.

The following excerpts are from various projects in which our staff enhances the normal process of hiring contractors. All of these questions are presented to prospective sub contractors and made part of their respective contracts.
  


"ALL CONTRACTORS"

   
  1. Mark-up on Subs %

  2. Hourly rate

  3. 1 ½ hourly rate for premium time.

  4. Double time hourly rate for premium time.

  5. Was schedule reviewed? Can it be met?

  6. Sales tax for materials included?
_____________________

_____________________

_____________________

_____________________

_____________________

_____________________
    4. Recommendations to accelerate schedule?
_____________________________________________________________________
   
5. Can contractor mobilize job immediately?
_____________________________________________________________________
   
6. Provide a list of long lead times for any long lead materials?
_____________________________________________________________________
   
7. Sales tax on materials is included?
_____________________________________________________________________
   
8. All payroll taxes included?
_____________________________________________________________________
   
9. Permit fees included?
_____________________________________________________________________
   
    44. Broom clean areas of contractor work on a regular basis?
_____________________________________________________________________
   
45. Provide dust barriers whenever cutting or sanding materials?
_____________________________________________________________________
   
46. Protect adjacent finished materials as needed during contractor work?
_____________________________________________________________________
   
47. Labor rates: ________Straight time, ________Time & half, ________Double time
   
48. Mark-ups for own work (10%)_________________________
   
49. Mark-ups for subs work (10%)_________________________
   

    60. Any code discrepancies discovered?
_____________________________________________________________________
   
61. Contractor recommended value engineering suggestions?
_____________________________________________________________________
   
61. Agreed that these responses will be part of contract?
_____________________________________________________________________
   

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"ELECTRICAL"

    7. Floor penetrations? Cores for vertical shaft for TV, data, cable?
_____________________________________________________________________
   
8. What wiring method is being utilized? BX? Conduit wire? Romex? MC?
_____________________________________________________________________
   
9. Circuitry to fan coils - what is figured? Receptacle or hard wired disconnect?
_____________________________________________________________________
   

    10. For conduit, compression fittings included?
_____________________________________________________________________
   
11. Receiving, inventorying, storing, protecting and installing owner furnished items?
_____________________________________________________________________
   
12. Are receptacles rated 20 Ampere?
_____________________________________________________________________
   

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"HVAC"

    13. How many air handling units / exhaust fans are to be provided? Are there any units
that will be re-used?
_____________________________________________________________________
   
14. How many heating coils are to be provided in each new air handling unit (pre-heat &
re-heat indicated on drawings)?
_____________________________________________________________________
   
15. How many VAV boxes are to be included (3 boxes shown on plans/5 boxes are scheduled)?
_____________________________________________________________________
   

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"PLUMBING"

    16. Insulation of water lines included at ADA fitted lavatories?
_____________________________________________________________________
   
17. Caulking plumbing fixtures included?
_____________________________________________________________________
   
18. Type of water closets? Tank or valve?
_____________________________________________________________________
   
19. Manufacturer of fixtures? Style? Model numbers?
_____________________________________________________________________
   

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"FIRE PROTECTION"

    20. How many fixtures are new? How many fixtures are to be re-used?
_____________________________________________________________________
   
21. ADA fixtures figured?
_____________________________________________________________________
   
22. Insulation of water lines included at ADA fitted lavatories?
_____________________________________________________________________
   

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"PAINTING"

    3. Painting of existing corridor ceiling, new drywall ceiling, new crown molding, panels, stairwell doors, and existing wood base, miscellaneous millwork trim included?
_____________________________________________________________________
   
4. Type of textured paint for corridor walls, USG Dracal or other system included?
_____________________________________________________________________
   
5. Painting of existing elevator doors, electrostatic process included?
_____________________________________________________________________
   
6. Paint draw downs - number included?
_____________________________________________________________________
   
7. Samples of special finishes - number included?
_____________________________________________________________________
   

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"TILE AND STONE"

    4.

Contractor install only tile furnished by the owner on guestroom bathroom floors and tub surround included?
_____________________________________________________________________

A. Quantity of floor tile?
_____________________________________________________________________

B. Quantity of surround tile?
_____________________________________________________________________

C. Quantity of wall tile at other wet walls?
_____________________________________________________________________
   

5. Contractor to receive and unload tile at the project site or contractor warehouse from shipping company, check quantities, store in approved location and stock hotel floors according to B & A project schedule provided.
_____________________________________________________________________
   
6. Contractor furnished thinset mortar and grout for the installation included?
_____________________________________________________________________
   

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"DRYWALL"

    14. Trim out horizontal PTAC wall included?
_____________________________________________________________________

Method of wall preparation of tub surround included?

A. Board type Densi board or green board included?
______________________________________________________________________

B. Other board type included?
______________________________________________________________________

C. Durabond or scratch coat plaster after tile removed included?
______________________________________________________________________

D. Laminate ½" green board included?
______________________________________________________________________

15. Complete new wall system of metal stud and green board included?
______________________________________________________________________

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"STRUCTURAL STEEL"

    12. Miscellaneous lintels and stair room # L16.
_____________________________________________________________________
   
13. Metal pan stairs on A101 included?
_____________________________________________________________________
   
14. Provide alternate $ for king architectural metals.
_____________________________________________________________________
   
  15. Premium time alternate for install.
_____________________________________________________________________
   

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