this presentation is a copyrighted property of waller s. poage, aia, csi, mai, cvs – all rights...

This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved

Session CDT 01 – FundamentalsLesson CDT 1.3 – Typical Phases of Project

Development


Session 01 Fundamentals

Candidate is expected to understand: The Main Phases of a typical construction project cycle

The Types of Documents produced in each phase of project development

The relationship between the various Project Participants.

CDT 1.3 – Typical Phases of Project Development


Typical Phases of Project Development

The 2007 Edition of the CSI Project Resource Manual has been written to follow the Life Cycle of a Typical Project

The PRM is organized into Eight (8) Modules, each dedicated to a Primary Phase of the development of a Typical Building Project

Thorough study of the PRM is necessary for success in achieving Certification as a Contract Documents Technologist (CDT)


Facility Life Cycle

Module 2Project

Concept

Module 4Pro

ject

Desig

n

Module 3

Pro

ject

Del

iver

y

Module 5

Construction Documents

Module 6

Bidding

Negotiation

Module 7

Co

nst

ruct

ion

Module 8

Facility

ManagementFacility

Management


Project ConceptDefinition

How and By What Process Does a New Building Project Come Into Being? How Will It Relate to Its Environment?

Why Is It Needed ?

What Is Its Function? How Should It Be Designed?

How Should It Be Constructed?

How Is It Operated

How Is It Maintained?

What is Its Life Expectancy ?


Project ConceptionPRM Module 2

Project Definition Program Adequacy

Preliminary Studies What Must It Do? What Will it Impact?

Site Selection Environmental Impact? What Will It Cost? Budget

Project Schedule How Long to Construct? How Long Will It Operate?

Performance Criteria & Information Factors Affecting Function Factors Affecting

Operations Commissioning

Requirements


Project ConceptionDefinition

Participants May Include: Facility Programmers

also known as criteria professionals

Architects/Engineers (Design Professionals)

Facility Managers Facility Users Developers

Development Consultants Product Representatives Construction Managers Project Managers Design-Builders Contractors.


Schematic Programming Identification Of:

User Preferences Project Image Functional Requirements Identifying Owner Goals Movement, activity adjacencies, and facility

demographics.




Program development: Includes the organization of detailed information

collected in impact studies and site analysis during the initial stages of information collection.

This is the detailed information the A/E requires to complete the second design phase, design development. The critical activity is transforming the owner ’s broad visionary goals into a physical form.


Project DeliveryPRM Module 3

Choice of Services Selection of Designer? Construction Methodology?

Choice of Delivery Method Cost – Time – Extent? What Is The Life Value?

Construction Management Choice of Construction Team?

Quality Assurance Documentation?

Quality Control Design Intent? Dispute Resolution?

Performance Criteria & Information Identify Factors Affecting

Function Identify Factors Affecting

Operations


Project DesignPRM Module 4

Design Considerations Qualifications? Experience?

Product Evaluation & Selection Cost – Time – Extent? What Is The Life Value?

Quality Assurance Documentation Overview?

Cost Estimating – Value Analysis Budget Awareness? Value Alternatives ?

Document Production Standard of Care ? Co-Ordination? Due Diligence ?

Product Warranty & Reliability Manufacturer Stability?


Construction DocumentsPRM Module 5

Procurement Process Cost – Time – Extent? Experience – Availability -

Contract for Construction Adequate – Reasonable –

Fair? Insurance - Bonds

Contract Conditions Time Tested? Clear – Concise - Complete

Division 1 – General Requirements Co-Ordination with Sections –

Conditions? Clear – Concise - Complete

Project Manual Alternates – Unit Costs? Specifications Drawings

Specification/Drawing Co-Ordination Specify It Once and Only

Once!


Bidding/Negotiating/PurchasingPRM Module 6

Project Information What is Required? Distribution of Information Control of Information

Bidding or Negotiation Procurement Documents Procedures

Subcontractors Prices – Issues Concerns Bid Shopping

Contract Award Procedures Constraints Pre-Award Documents &

Assurances

Purchasing Lead Time Terms of Payment


ConstructionPRM Module 7

Contract Documents Distribution Contract Administration

Roles and Responsibilities Owner – A/E – Contractor Authorities Having

Jurisdiction Pre-Construction

Procedures Mobilization

Quality Assurance

Claims and Disputes Procedures

Execution Project Closeout

Procedures


Facility ManagementPRM Module 8

Roles In Project Closeout Operations & Maintenance

Data Punch List Commissioning AHJs

Operation & Maintenance Maintenance Issues Cost Issues

Resource Materials Project Record Documents Spare Parts & Extra Stock

Facility Evaluation Post Occupancy

Inspections Documents – Life Cycle

Resource Data


Project ProcurementTypes of Contracts

Design/Bid/Build Single Prime Contractor

Design/Multiple Bid/Build Multiple Prime Contractors Construction Management

Construction Management CMa Acts As Advisor CMc At Risk Agency CM

Design/Build Single Prime Contract

Owner/Build Any of the Above

Procurement of Construction Services Can Be Contracted in a Number of Different Ways:


Project ProcurementCompetitive Bidding

The Private Owner may elect to conduct a formal Competitive Bidding process for award of the Contract for Construction.

Or…The Private Owner may elect to Negotiate a Contract for Construction

Procurement of Construction Services varies between Private and Public Owners:

The Public Owner may be required by law or ordinance to conduct a formal Competitive Bidding process for award of the Contract for Construction.


Both the Private Owner and the Public Owner may elect to Select a Contractor for award of the Contract for Construction by the RFQ Process and Negotiate a satisfactory Contract Price for Construction. There are certain ADVANTAGES if the

Contractor is chosen EARLY during the Design Process.

Improved control of COST TIME DURATION

There are Alternatives to Procurement of Construction Services :

Project ProcurementAlternatives to Bidding


Lesson CDT 1.3 Ends

Next Lesson CDT 1.4

The Project Participants

this presentation is a copyrighted property of waller s. poage, aia, csi, mai, cvs – all rights...

Documents

typical project

project design module

project concept module

project delivery module

phase of project development

copyrighted property

csi project resource

various project participants