Lesson Plan
Course Title: Construction Technology
Session Title: Residential Project Preparation
Lesson Duration:
10 Hours, (including test)
[Lesson length is subjective and will vary from instructor to instructor]
Performance Objective:
Upon completion of this assignment, the student will be able to understand and
complete the components of a residential preconstruction project.
Specific Objectives:
Upon completion of this lesson, the learner will be able to:
• List the components needed to make up a preconstruction checklist.
• Informally conduct a site meeting, knowing what to look and ask for.
• Will organize and prepare a residential construction report.
Preparation
TEKS Correlations:
This lesson, as published, correlates to the following TEKS. Any changes/alterations to
the activities may result in the elimination of any or all of the TEKS listed.
130.54. Building Maintenance Technology
(a) Recommended for students in grades 10-12 with the recommended prerequisite of
Principles of Architecture and Construction.
(b) Students will gain knowledge and in plumbing, electrical, and Heating, Ventilation,
and Air Conditioning (HVAC) systems. Additionally, students learn methods for repair
and installation of drywall, roof, and insulation systems.
(c) Knowledge and skills.
(1) Students will identify various employment opportunities in the field of building
maintenance and:
(a) identify job opportunities with their accompanying job duties such as building
maintenance technician, building maintenance supervisor, architect, and engineer; and
(b) research construction careers along with the education, job skills, and experience
required to achieve that career goal.
(2) Students will understand all aspects of contract documents, including architectural,
engineering and shop drawings and interpret, describe and identify:
(a) types of drawings usually included in a set of plans and list the information found on
each type;
(b) lines used on construction drawings;
(c) electrical, mechanical, and plumbing symbols commonly used on plans;
(d) architectural symbols commonly used to present materials on plans;
(e) abbreviations commonly used on plans;
(f) plans, elevations, schedules, sections, and details contained in basic construction
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drawings;
(g) the purpose of written specifications;
(h) the parts of a specification; and
(i) demonstrate how to perform a quantity takeoff for materials.
(3) Students select and install common roofing materials for residential and light
commercial projects and are expected to:
(a) identify the materials and methods used in roofing;
(b) explain the safety requirements for roof jobs;
(c) close up a valley using fiberglass shingles;
(d) explain how to make various roof projections watertight when using fiberglass
shingles;
(e) lay out, cut, and install a cricket or saddle;
(f) install wood shingles and shakes on roofs;
(g) describe how to close up a valley using wood shingles and shakes;
(h) complete the cuts and install the main and hip ridge caps using wood shakes; and
(i) demonstrate the techniques for installing other selected types of roofing materials.
(4) Students will install walls, floors, and attics and demonstrate knowledge of the uses
and installation practices for vapor barriers and waterproofing materials, and:
(a) how to properly remove, replace, and install various types of insulation, including
batt, rigid, and blown materials; and
(b) how to use and install various vapor barriers and waterproofing materials.
(5) Students will install various exterior siding materials, including wood, metal, vinyl,
and cement board siding and:
(a) demonstrate the proper methods to install exterior finish materials, including wood,
metal, vinyl, and cement board siding;
(b) identify various fasteners used to install siding, including nails, screws, and
adhesives;
(c) describe the types and applications of stucco and masonry veneer finishes; and
(d) install three types of siding commonly used in the local area.
(6) Student will gain knowledge of the types and grades of steel framing materials and
the process for installation of metal framing for interior walls, exterior nonbearing walls,
and partitions and:
(a) identify and use a system to install a steel frame wall or partition;
(b) identify the fastening methods used for steel frame systems; and
(c) identify methods used to secure steel frame systems to supporting structures.
(7) Students will demonstrate knowledge of various types of gypsum drywall and the
fastening devices and methods used to install them, as well as:
(a) identify the different types of drywall and their uses;
(b) select the type and thickness of drywall required for specific installations;
(c) explain the fastener schedules for different types of drywall installations;
(d) perform single-layer and multi-layer drywall installations using different types of
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fastening systems, including nails, drywall screws, and adhesives;
(e) install gypsum drywall on steel studs; and
(f) estimate material quantities for a drywall installation.
(8) Students will demonstrate knowledge of the materials, tools, and methods used to
finish and patch gypsum drywall and:
(a) describe the differences between the six levels of finish established by industry
standards and distinguish a finish level by observation;
(b) identify the hand tools used in drywall finishing and demonstrate the ability to use
these tools;
(c) identify the automatic tools used in drywall finishing;
(d) identify the materials used in drywall finishing and describe the purpose and use of
each type of material, including compounds, joint reinforcing tapes, trim materials, and
textures and coatings;
(e) properly finish drywall using hand tools;
(f) recognize various types of problems that occur in drywall finishes;
(g) identify the causes and correct method for solving each type of problem; and
(h) patch damaged drywall.
(9) Students will install metal doors and related hardware in steel-framed, wood-framed,
and masonry walls and:
(a) identify various types of door jambs and frames and demonstrate installation
procedures;
(b) identify types of interior doors;
(c) identify different types of interior door hardware and demonstrate the installation
procedures;
(d) list and identify specific items included on a typical door schedule; and
(e) demonstrate the procedures for placing and hanging a selected door.
(10) Students will gain knowledge of the materials, layout, and installation of various
types of suspended ceilings used in commercial construction as well as ceiling tiles,
drywall suspension systems, and pan-type ceilings and:
(a) establish a level line;
(b) explain the common terms related to sound waves and acoustical ceiling materials;
(c) identify the different types of suspended ceilings;
(d) interpret plans related to ceiling layout for a suspended ceiling;
(e) sketch the ceiling layout for a suspended ceiling; and
(f) install selected suspended ceilings.
(11) Students will know the various types of trim used in finish work and the proper
methods for selecting, cutting, and fastening trim, as well as:
(a) identify the different types of standard moldings and describe their uses;
(b) make square and miter cuts using a miter box or power miter saw;
(c) make coped joint cuts using a coping saw; and
(d) properly use fasteners to install trim, including door trim, window trim, base trim, and
ceiling trim.
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(12) Students will select and install base and wall cabinets and countertops
(a) describe the classes and sizes of typical base and wall cabinets;
(b) identify cabinet components and hardware and describe their purposes;
(c) lay out factory-made cabinets, countertops, and backsplashes; and
(d) install plastic laminate on a countertop core.
(13) Students will select and install various types of floor coverings, including carpet,
vinyl tile, ceramic tile, and wood flooring systems and:
(a) describe the methods used to install ceramic tile, carpet, and vinyl tile;
(b) make repairs of ceramic tile, carpet, and vinyl tile; and
(c) use and maintain the tools used for the installation and repair of floor systems,
including wet saw, trowels, and carpet knives.
130.55. Advanced Building Maintenance Technology
(a) Course recommended for students in grades 10-12 with recommended prerequisite
Building Maintenance Technology;
(b) Students will learn knowledge and skills in construction management, architecture,
or engineering. Students acquire knowledge and skills in safety, Occupational Safety
and Health Administration (OSHA) standards, safety devices in electrical circuits,
maintenance of electrical and heating, ventilation, and air conditioning (HVAC) systems,
and concepts of historic preservation;
(c) Knowledge and skills.
(1) Students will:
(a) identify job opportunities with their accompanying job duties and tasks such as a
building maintenance technician, manager, and construction manager; and
(b) research career pathways along with the education, job skills, and experience
required to achieve that pathway.
(2) Students will know electrical safety regulations and safety guidelines
(a) demonstrate safe working procedures during building maintenance;
(b) explain the purpose of the OSHA and how to promote safety on site;
(c) identify electrical hazards and how to avoid or minimize them on site; and
(d) explain safety issues concerning lockout and tagout procedures, personal protection
using assured grounding and isolation programs, confined space entry, respiratory
protection, and fall protection.
(3) Student will interpret electrical drawings, electrical symbols, schematics, one-line
diagrams, and wiring diagrams;
(a) explain the basic layout of an electrical drawing;
(b) identify the common symbols used on electrical drawings;
(c) read equipment schedules found on electrical drawings;
(d) describe the type of information included in electrical specifications.
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(4) Students will know how to handle fuses and circuit breakers and:
(a) explain the necessity of overcurrent protection devices in electrical circuits;
(b) define the terms associated with fuses and circuit breakers;
(c) describe the operation of a circuit breaker;
(d) describe the operation of single-element and time-delay fuses;
(e) explain how ground fault circuit interrupters can save lives; and
(f) describe troubleshooting and maintenance techniques for overcurrent devices.
(5) Student will install various types of lamps and fixtures and:
(a) recognize the different kinds of lamps and explain the advantages and
disadvantages of each type, including incandescent, halogen, fluorescent, and highintensity discharge;
(b) properly select and install lamps into lighting fixtures; and
(c) install various lighting fixtures, including surface mounted, recessed, suspended,
and track-mounted.
(6) Students will demonstrate knowledge of how to properly select, inspect, use, and
maintain common electrical test equipment and:
(a) explain the operation of various test equipment such as ammeter, voltmeter,
ohmmeter, volt-ohm-multimeter, wattmeter, megohmmeter, frequency meter, power
factor meter, continuity tester, voltage tester, recording instruments, and cable-length
meters;
(b) explain how to read and convert from one scale to another using test equipment;
(c) explain the importance of proper meter polarity;
(d) define frequency and explain the use of a frequency meter; and
(e) explain the differences between digital and analog meters.
(7) Students will demonstrate knowledge of installing and maintaining electrical devices
and knows wiring techniques common to commercial and industrial facilities, also:
(a) describe how to determine electrical service requirements for commercial and
industrial facilities;
(b) select the proper wiring methods for various commercial and industrial facilities;
(c) explain the role of the National Electrical Code;
(d) compute branch circuit loads and explain their installation requirements;
(e) explain the types and purposes of equipment grounding conductors;
(f) size and select outlet boxes for various wiring methods;
(g) describe the rules for installing electric space heating and HVAC systems
equipment; and
(h) describe the installation rules for electrical systems around swimming pools, spas,
and hot tubs.
(8) Students will demonstrate knowledge of basic principles of HVAC systems and:
(a) explain the principles of HVAC;
(b) describe what the Clean Air Act means to the HVAC systems industry; and
(c) identify the types of schedules and drawings used in HVAC systems and
refrigeration industries.
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(9) Students will install, select, prepare, join and support copper and plastic piping and
fittings and:
(a) describe the precautions that must be taken when installing refrigerant piping;
(b) select the right tubing for a project;
(c) cut and bend copper tubing;
(d) determine the kinds of hangers and supports needed for refrigerant piping;
(e) describe the requirements for pressure-testing a system once it has been installed;
(f) identify types of plastic pipe and describe their uses; and
(g) cut and join lengths of plastic pipe.
(10) Students will operate, test and adjust conventional/electronic thermostats and
operate common electrical/electronic/pneumatic circuits and:
(a) describe how conventional and electronic thermostats operate;
(b) describe how pneumatic and electronic circuits are used to control mechanical
systems;
(c) analyze circuit diagrams for electronic and microprocessor-based controls; and
(d) troubleshoot systems using various controls.
(11) Student will know the concepts of historic preservation and local and national
resources to maintain and renovate historic structures and landscapes, and:
(a) research the U.S. Department of Interior’s methods and guides for historic
preservation;
(b) describe the rules and regulations for historic preservation as prescribed by the
Texas Historical Commission; and
(c) describe the building codes regarding historic preservation for a local area.
This lesson, as published, correlates to the following TEKS. Any changes/alterations to
the activities may result in the elimination of any or all of the TEKS listed.
Interdisciplinary Correlations:

110.xx(6) - Reading/vocabulary development

110.xx(6)(A)
...expand vocabulary through wide reading, listening, and discussing...
Instructor/Trainer
References:
• Construction Management lesson plan
• One set of canned plans for each student to use on the "Internet"
• www.sanford-artedventures.com/create/try_this_floorplan.htm
• www.saybuild.com/index_steps.html
• www.contractorcity.com/modules.php?name=DownloadLanding
• www.comprotexsoftware.com/free.htm
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Instructional Aids:
• Residential Project Preparation Gantt Chart
• Activity handouts including:
 Room Schedule Example
 Room Schedule Worksheet
 Review Forms
 Specification
• Estimator Demo- Excel file
Materials Needed:
Instructor-created financial reports, including loan approvals. timelines, money draw
forms, interest costs, inspection forms and requirements, and appraisals. All
Attachments.
Equipment Needed:
• Projector for PowerPoint
• Computer
• PowerPoint Presentation(Instructor created)
• Overhead projector.
Learner
• Complete the formal lesson as delivered by the instructor.
• Access and ability to use a computer and ability to access the internet.
Introduction
Introduction (LSI Quadrant I):
• Say: Residential houses are started, worked on and completed daily. Is it
important to keep track of this work? Put answers on chalk board or dry erase
board for discussion.
• Ask: Does anyone know what these records are called? Write answers on the
chalkboard or dry erase board for discussion. Briefly explain the Construction
Project Management Schedule and its importance.
• Say: This lesson will cover eleven basic areas that must be covered in a
pre-construction checklist.
Outline
Outline (LSI Quadrant II):
Instructor Notes:
List stated objectives on the chalkboard and provide
students with the grading rubric (located in the formal
assessment section of this lesson) for this lesson.
Furnish each student with a predetermined house plan,
finance
sheet, bookkeeping/report, building lot legal description
(plat),
This package can usually be
picked up free of charge from
a local builder for use in a
learning situation. If not, it
can be purchased from a
blueprint company or
architectural firm for a small
fee, again for learning
purposes only. The internet
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site/project layout including topographical, probable
inspections,
utility locations and order dates, CPM Construction
Project
Management ("CPM") schedule, buyer's interior and
exterior, color, styles, brands, and options, QC Quality
Control ("QC") list, any detail drawings/specifications,
copy of blank meeting and correspondence.
Financing: Construction cannot begin until all financing
is in place. Never begin any work until this task is
completed.
• Appraisal
• Bank inspection requirements
• Construction money draw forms
• Daily interest cost
• Bank draw request requirement/timeline
• Short term loan amount • Long term loan amount
• Copy of signed/recorded loan approval
Bookkeeping/Reporting: Future lessons will cover this
section in more detail.
• List of sub-contractors and suppliers, phone numbers,
contact names and credit limits,.
• Contract documents
• License numbers of all sub-contractors
• Insurance copies of all sub-contractors
• Blank bank draw applications
• Construction estimates
• Files setup for all suppliers and subs.
• Tracking systems of cost compared to estimate.
• Amount spent to date
• Amount under or over budget in each coded area
(variance report)
• Created P.O. system to include matching purchase
orders to invoices and negotiated prices
Building Lot: Legal description "plat"
• Date purchased
• Complete legal address
• Post Office address
• Location of property lines & corners. (A survey will
probably be required)
Project Layout/Site: Jobsite layout saves time and
improves productivity on the project.
also has some packages for
purchase. Whichever method
you decide to use, you
should get this information.
Example of all the forms and
other helpful documents are
to be found in the
attachments section of this
lesson. These forms and
documents can be shown as
is on an InFocus projector, or
hard copies can be made.
This should be part of your
package.
Sample should be furnished
with package.
Part of the package.
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• Roads and access and any safety issues
• Site size, shape and any constraints
• Laydown area for materials
• Leveling and fill areas
• Concrete truck or pump truck access
• Security
• OSHA safety instructions on site
• Electric meter loop location
• Water source during construction
• Portable toilets during construction
• Temporary lighting
• Construction dumpster location
• Site telephone
• Special preparation for severe weather conditions.
Inspections: Inspections need to be listed and put in
order in
the CPM schedule
• Plan review
• Footing/setbacks
• Stamped approved plans
• Foundation
• Underground plumbing, electrical, etc:
• Structural grading, concrete and masonry
• Soil
• Framing
• Shear panel
• Rough electrical • Rough plumbing
• Rough mechanical
• Power to panel • Drywall/Firewall • Exterior finishes
• All finals leading to a Certificate of Occupancy ("C.O.")
Utility Early Order: Identifying and ordering utilities
early is
very important. Some utilities may have a long lead
time. You need this for your schedule.
• Temporary electrical
• Temporary water
• Gas
•
Gas meter set
•
Requirements for permanent electrical
•
Permanent telephone
•
Cable TV
•
Permanent water meter set
Inspection schedules are
available through the
governing office.
(County/City)
Again, these long lead items
will be listed on most
inspection schedules or
posted at the governing
office.
Project CPM Schedule: The following are critical
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elements to the schedule, Note the five milestones. The
completion of each on each new plan. milestone is
carefully scheduled, monitored and never missed.
Milestones
1) Concrete complete, backfilled, ready to frame
2) Project dried-in with windows & doors
3) HVAC, Plumbing, Electrical, Gas, Telephone,
Computer, Speakers, Vacuum and 4-way
inspection
4) Drywall, finish carpentry and painting
5) Cabinets, hardware, other finishes, flooring &
final Inspections
Milestones can be affected by the following:
Municipality, bank inspections
Buyer product selection, order lead times
Time of the year/ weather conditions
Buyer selection/option list: The contractor and buyer
must have a clear understanding about the products that
are to used in building the house. This understanding
will eliminate most problems as concerns with budget
and allowances come up
during construction. Make sure the buyer signs off on
any selection used and agrees to it as original or option.
Common items to list.
•
Brick style and color
•
Stucco style and color
•
Siding/ soffit/ Facia/ gutter style and color
•
Paint color
•
Railing style and color
•
Interior/ exterior lighting selection
•
Plumbing fixture style and color
•
Appliance style and color
•
Floor covering style and color
•
Door, window style and color
•
Hardware style and color
•
Insulation rating
•
HVAC selection
•
Finish carpentry trim style
•
Tile style and color
•
Counter tops style and color
•
Specialty items color and style
•
Fireplace style and color
Explain a milestone and give
reasons why these times and
recordings are very important
in planning and completing a
project.
List all items and any options
that have been agreed upon
before starting the project
and keep this information updated throughout the project.
(See attachments for
examples)
Quality Control Checklist: Very important piece of the
plan
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•
Concrete
•
Framing
•
Windows/ doors
•
Exterior dry-in
•
Drywall
•
Finish carpentry
•
Other finishes
Drawings and specifications: Adequate drawings and
specifications must be provided to the general and sub
contractors in order for them to perform correctly.
•
•
•
•
Complete sets of corrected plans
Plot plan
Detailed drawings MEC Check report Code
compliance
Other required drawings
Meetings and Correspondence: Communications,
coordination is the key to a well managed Project
•
•
•
•
•
•
•
•
•
Negotiate lot purchase from seller
Mortgage- long term loan
Bank- Short term construction Financing
Home Buyer
City Building Permit Approval, Inspections
City utility connections
Other utilities
Sub contractors
Material suppliers
Explain the importance of
plans, drawings and
specifications and who is
responsible if the plans are
wrong.
Example in attachments.
Tell students how important
this step is in keeping the
customer happy and the
builder out of trouble.
Explain that it is important to
have a QC company,
separate from the builder,
perform and record these
checklists. Also, inspection
form checklists back this up
for records.
Explain that the main portion
of construction planning is to
keep a well satisfied
customer. It will cost some
time for the contractors but
the rewards will be well worth
the time spent.
Explain: the next lesson will
cover subject pertaining to
site preparation. Clearing,
leveling, tree removal or
relocate, etc:
Application
Guided Practice (LSI Quadrant III):
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Divide the class into groups of three or four. Have two students in the group perform as
the buyer and the other students as the general contractor.
Provide the students with blank or mock-up guides and lead them through a
preconstruction site meeting, using their initial preconstruction check list and taking
notes to prepare a construction or preconstruction report. Ask questions throughout the
practice to help ensure the student understand how and why each component is
essential to make up the whole.
Summary
Review (LSI Quadrants I and IV):
Using the same groups, have students review the guided practice they
completed on the previous guided practice. Teacher assistance as necessary.
Finally, review as a class the entire process asking questions and explain the
importance of each section as you progress through the review
Evaluation
Informal Assessment (LSI Quadrant III):
From the start of the lesson until the completion each student should be graded on a
daily basis and evaluated on understanding of the materials and participation in the
class and group tasks and assignments.
Formal Assessment (LSI Quadrant III, IV):
The students will be assessed in the following manner.
25% of the total grade will come from daily activity including understanding and
participation. 25% of the total grade will be applied on the appearance of the group
reports.
50% of the total grade will come from the test administered at the end of the lesson.
This information should be provided to the students at the beginning of the
lesson along with the stated objectives.
Extension/Enrichment (LSI Quadrant IV):
Most general contractors would be happy to have students set in on a preconstruction
meeting if the customer will allow. If not, hopefully an advisory committee member is a
general contractor and could spend a classroom period to perform a mock meeting.
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Room Schedule Example
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See lighting allowance
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Sink: Integral processed marble
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Sink and shower faucet allowance:
Sink: Integral processed marble
$350
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Sink and shower faucet allowance:
Sink: Integral processed marble
$350
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Room Schedule Worksheet
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Review Forms
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Specification
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Construction Cycles
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Gantt Chart
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Site Preparation Test
Name__________________________________ Date__________________________
1.) Under what section would you find the Construction Draw Forms?
a. Site/ Project Layout
c. Bookkeeping/project Reporting
b. Project CPM Schedule
d. Financing
2.) How many sections are found using this model for site/ project planning?
a. 20
c. 11
b. 10
d. 8
3.) Which of the following would not be a progress report?
a. Communication with the homeowner
b. Solving problems with the homeowner and sub contractor
c. buyer profile questionnaire
d. information for subs and suppliers
4.) Who attends the site meeting?
a. contractor
b. sub contractor
c. buyer
d. city inspector
e. a and b
f. a and c
5.) Taking and distributing minutes of the pre construction meeting is a good idea.
a. True
b. False
6.) Should the home owner receive a copy of the construction schedule?
a. True
b. False
7.) How many CPM milestones are mentioned in this lessons checklist?
a. 3
b. 4
c. 5
d. 6
8.) Is it important to have a legal address to the property before starting const.?
a. True
b. False
9.) Under what section would you find the zoning requirements?
a. Site / Project Layout
b. Lot
c. Quality Control Checklist
d. Meeting and Correspondence
10.) MEC Check report would be located in which section of this report?
a. Drawings and Specifications b. Quality Control Checklist
c. Financing
d. Possible inspections
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11.) The area to be used for material laydown will be found in the________ section.
a. lot
b. Utility Early Order
c. Site / Project Layout
d. Possible inspections
12.) List three items that must be inspected during the construction phase of the house.
a. _________________
b. _________________
c. _________________
13.) List five selection or options the owner can normally choose from.
a. _________________
b. _________________
c. _________________
d. _________________
e. _________________
14.) List five of the CPM schedule milestones.
a. _________________
b. _________________
c. _________________
d. _________________
e. _________________
15.) Name the three major utilities normally required in a residential house?
a. _________________
b. _________________
c. _________________
16.) Step number nine on this report is Quality Control, list five of the seven items that
should be checked on this list.
a. _________________
b. _________________
c. _________________
d. _________________
e. _________________
17.) Why is it important to have corrected plans, drawings and specifications when
building a house?
18.) Would you as the general contractor be responsible for acquiring the building
Permit and calling for inspections?
a. True
b. False
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19.) Would the concrete batch mix be an option for the buyer?
a. True
b. False
20.) List the people normally involved in the final walk through of the project before the
final paper are signed.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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Site Preparation Test Key
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