Upload
alexandrina-floyd
View
217
Download
0
Tags:
Embed Size (px)
Citation preview
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
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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)
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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 ?
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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.
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
Schematic Programming Identification Of:
User Preferences Project Image Functional Requirements Identifying Owner Goals Movement, activity adjacencies, and facility
demographics.
Project ConceptionDefinition
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
Project ConceptionDefinition
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.
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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?
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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!
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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:
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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.
This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
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