Contract Manager Presentation

Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC

Business NeedsBenefits & Objectives


Business Needs – Track submittal reviews and determine the

impact on the schedule – Manage design changes and distribute

contract drawing revisions to contractor– Review change orders for financial and

technical impact and make recommendations

– Communicate up to date project details to your project team

– Forecast project Budget


Contract Manager Workflow

Contracts\PO's

Submittals

RFI’s/Changes

DeliveriesDrawings

RequisitionsMeetings

Transmittals

TO:

FROM:

Transmittal No. 10 Daily Reports

ISSUES



Tracking Project Budget (Cost Worksheet)

Budget Cost (Owner & Main Contractor)

Committed Cost (Main Contractor & Subcontractors)

Actual Cost (ALL)

Analyze budgets , review commitment documents and recordrequisitions and invoices as they are received.

The Cost Worksheet automatically collects and summarizesdetailed cost elements from contracts, requisitions, changes andpurchase orders and dynamically displays them so you can forecastproject costs and simplify contract control.


BudgetChanges

Payment Requests

(Requisitions)

Contracts or P.O.

Changes

Invoices

Project Cost Worksheet

Budget Committed Actual



Tracks submittalsReviews and approvals .

Ensures materials are perfectly to spec.

Controls changesFrom the estimate phase to final approval for both budgeted and committed costs.

Identifies impacts on project costs and schedule.

According to the nature of the change and the company’s process for recording and tracking changes, the Change Management module enables you to create a customized workflow to meet your company’s change management needs.


•Track Submittals :-

Submittals include contract drawings, Samplematerials, and Permits that need approval. thisSubmittals module helps to ensure contractcompliance by tracking who received what andwhen they received it.


Received Sent Returned Forward

Transmittal

Dunningletter

Transmittal

CorrespondenceSent

Review/Approval

If DAYS HELDGT Planned

SUBMITTAL FLOW


Project Changes

After project parties accept a contract orpurchase order and work begins, any changesresulting from changed specifications, scope ofwork, site conditions, or project schedule affectthe initial contract. The process of formallychanging a contract requires several steps, eachof which should be fully documented


Contractor

COContractor

ANS

ContractorRFP

SubcontractorPCO

Contractor

COR

Owner

RFI

Designer

CO

Subcontractor ChangeOrder

REQUEST FOR INFORMATION

ANSWER

REQUEST FOR PROPOSAL

PROPOSED CHANGE ORDER

CHANGE ORDER REQUEST

CHANGE ORDER



Contract DrawingsThe drawing log ensures that everyone is buildingusing the latest drawings and specifications.Contract Manager helps you to use the drawings log tomanage your drawings, keep on top of the latestrevision, and ensure the distribution to all projectparticipants.


Design Review

ElectDWG E1-E8

CivilDWG C1-C10

MECHDWG M1-M20

STRUCTDWG S1-S15

ConceptSchematic

Design Development

15% Complete30% Complete(Review Meeting)

Drawing Rev. A

ElectDWG E1-E10

CivilDWG C1-C15

MECHDWG M1-M20

STRUCTDWG S1-S20

Progress

60% Complete(Review Meeting)

Drawing Rev. B


ElectDWG E1-E12

CivilDWG C1-C20

MECHDWG M1-M20

STRUCTDWG S1-S20

Progress Progress

95% Complete(Review Meeting)

Drawing Rev. C

60% Complete(Review Meeting) Elect

DWG E1-E12

CivilDWG C1-C20

MECHDWG M1-M20

STRUCTDWG S1-S20

Drawing Rev. DDesign Review


IFB(Issued for Bid)

AFC(Approved forConstruction)

ADD(Addendum

Issued)100% Complete

(Final)

IFC(Issued for

Construction)(Drawing Bid Set

to GCs)(Contract

awarded: Cons.distributes

drawings to GC)

Drawing Rev. 1

Distribution


Tracking Contract DrawingsCompress the drawing approval cycleMaintain an accurate history of revisionsCreate and maintain distribution lists

Identify copies sent and paper sizeRelate drawing changes to financial changesCreate transmittals for each drawing set sent for review ordistribution


Steps for Managing Drawings1. Establish standard dictionaries2. Define distribution lists3. Create multiple drawings for each discipline4. Package a group of drawings as a set 5. Log issued drawing revisions6. Forward the drawing set for review or distribution7. Update drawings by reviewer


Defining Distribution ListsCreate distribution lists for project participants involved in the transmittal, submittal, or contract drawing processesContain individuals who should receive drawings

Review or approvalCopies of the drawing



Link Contract Manager to Primavera Schedule


Connect a primavera schedule to Contract ManagerTrack submittal and delivery activitiesView contractors activities in daily reportsAdd change order activities when they occurDrawing sets

Monitor key design reviewsHow will the impact your schedule

Link requisition line items to activitiesExport Contract Manager data to P3


Note:You can link specific P3ec activities to documents throughout Contract Manager.


Staying on Top of Issues Benefit statement

Keeps all documents organized to allow you to quickly retrieve them in order to make informed decisions


Questions?


Education

Contract Manager Presentation