PROJECT PHASES

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PROJECT PHASES
CEM 520 CONSTRUCTION CONTRACTING
ADMINISTRATION Module 1.0 Unit 1.1 By MOHAMMED
JALALUDDIN LECTURER CONSTRUCTION ENGINEERING
MANAGEMENT DEPT
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Presentation Outline

• Major Project Phases
• Planning
• Design
• Construction Procurement
• Construction
• Project Close out.

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Objectives of Class

• To acquire a working knowledge of the principal
  project phases.
• To identify activities associated with each
  phase of a construction project.
• To relate the roles and responsibilities of
  different participants during each phase of
  construction
• To provide an understanding of the design and
  construction process and the roles of the
  different participants, and the types of
  documents produced during each phase

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Major Project Phases

• The major phases in the project cycle that are
  common to most design and construction projects
  are
• Project Planning
• Design
• Schematic Design
• Design Development
• Contract Documents
• Construction Procurement (Bidding Phase)
• Construction
• Occupancy

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Project Life Cycle
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Phase 1 Project Planning

• The planning stage of the project
• During this phase of the project the owner
  makes decisions that set the tone for the
  project. All projects begin with an idea or a
  need
• During this stage the owner
• selects the project site, and
• establishes a conceptual estimate, schedule.
• The most critical decision that is made during
  this project phase is to make a decision as to
  whether or not to proceed with the project
  (called a go/no go decision).

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Phase 2 DESIGN PHASE

• Design process involves
• Schematic Design
• Talk to owner, rough sketches
• Design Development
• Contract Documents
• Preliminary Cost estimate
• Develop Preliminary working drawings
• Develop working drawings with Specifications
• Bidding and Contract requirements

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Schematic Design

• The A/E reviews and evaluates the owners program
  and budget requirements and discusses with the
  owner alternative approaches to the design and
  construction
• During this phase of the project the design team
  investigates alternate design solutions and
  alternate materials and systems.
• During schematic design, the A/E prepares
  conceptual design documents. These may include
  Preliminary sketches ,Small scale schematic
  plans, elevations, sections, diagrams,
  renderings, and other graphic and written
  documents, General written description of
  project.
• The completion of the schematic design phase
  represents approximately 30 percent design
  completion for the project

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Design Development

• The design development phase takes the project
  from about 30 percent to approximately 60 percent
  design.
• It is the time when the design team will be
  evaluating and selecting all the major systems
  and components of the project.
• During this phase of the project the design
  team is involved in the evaluation and
  finalization of all the architectural components
  and project systems.
• The project's budget and schedule continue to be
  monitored and adjusted.

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The Architectural Design Process - General
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The Architectural Design Process - General
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Construction Bid Documents
Architect
Structural Engineer
Mechanical Engineer
CAD Drafting Software
Construction Bid Documents
Specifications
Architectural Drawings
Structural Drawings
Mechanical Electrical Drawings
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Phase 3 Construction Procurement

• Contractor qualification/bidder list
• Solicitation
• Pre-bid meeting/site visit
• Issue Addenda
• Proposal preparation
• Bid/proposal opening
• Bid/proposal evaluation
• Award of contract
• Final negotiation

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Phase 4 Construction

• Mobilization
• Subcontracting
• Purchasing
• Permits
• Site preparation
• Foundations
• Interior finishes and equipment

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Phase 5 Occupancy/Post construction

• Start-up and testing
• Leasing
• Tenant improvements
• Move-in
• Operation
• Correction
• Repairs/maintenance

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Phase 1 Project planning

• Owner's consultants
• prepare budgets
• prepare/obtain site data
• develop design criteria
• Design professional
• programming
• budgeting
• site selection
• project planning
• scheduling

• Owner
• programming/scope
• budgeting
• scheduling
• project delivery system
• select/engage/coordinate/pay consultants
• financing
• secure regulatory/zoning approvals

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Phase 2 Design

• Owner
• coordinate consultant activities
• review/approve designs
• decide construction delivery, contract pricing
  method
• bidding procedures, requirements
• secure project financing
• secure development approvals
• Owners Consultants
• develop design criteria for architect
• develop/document designs
• coordinate with architect
• Contractor (if on board)
• review designs
• provide estimates

• Design professional (Architect)
• coordinate with Owner's consultants
• manage/coordinate sub consultants
• project budget/estimate construction costs
• project schedule
• recommend project delivery approach
• design the project
• prepare drawings and specifications
• prepare bidding requirements, contract forms
• Design professionals consultants
• study and report
• preliminary design
• final design drawings and specifications
• Others
• zoning and development approval
• building department plan review and approval

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Phase 3 Construction procurement

• Owner
• identify/qualify contractors
• issue invitation
• take bids/proposals
• secure lender/internal approvals
• award contract
• Design professional
• review substitution requests
• issue addenda
• advise on/assist with award
• prepare contract

• Contractor
• review of documents
• planning
• estimating
• subcontractor bidding
• bid/proposal preparation
• preliminary submittals
• Others
• issue building permits
• issue surety bonds
• issue insurance policies
• implement project financing

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Phase 4 Construction

• Owner
• provide information
• make decisions
• make payments
• coordinate schedules
• coordinate separate contracts
• Design Professional
• on-site project representation
• submittal review and approval
• changes processing
• payment certification

• Contractor
• initial submittals
• secure permits
• install temporary facilities
• provide labor, materials, equipment
• award subcontracts/allocate work
• manage, supervise, direct
• determine sequences and procedures
• maintain schedules
• implement safety programs
• correct rejected work
• Others
• provide utilities
• inspections, tests, approvals
• certificates
• claims handling

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Phase 5 Occupancy/post construction

• Owner
• take possession
• building operations
• move in
• Design professional
• inspections/call back
• building design performance evaluation
• Contractor
• testing/startup
• correct call-back work
• Others
• certificate of occupancy
• permanent financing
• permanent insurance
• tenant improvements and occupancy

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CONCLUSION

• The major phases in the project cycle are
• Project Planning
• Design
• Schematic Design
• Design Development
• Contract Documents
• Construction Procurement (Bidding Phase)
• Construction
• Occupancy