Project Management Phase

7/25/2019 Project Management Phase

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PROJECT MANAGEMENT PHASE

Feasibility

Evaluation

Risk

Design Planning

Organization

Estimating

Planning

Development Closeout Operations

Project Participants:

THE OWNER: Internal Structure

Capital Projects Ocer! Strategic Planning

Financial Ocer! Financial Planning

O"ner#s Project manager! $actical level supervision

O"ner#s inspector! Operational Decisions

En% &sers! Directly or in%irectly represente%

Typical Interest:

$o ac'ieve an ecient pro%uct %elivery mec'anism "it' a simple

structure o( responsibility)

re%uce sc'e%ule an% cost* increase +uality* re%uce claims* increaseinnovation an% constructability* an% increase ,e-ibility in bot' t'eircapital investment an% t'e construction process.

Perfect Owner

o $'e one "'ose only re+uirement is some respect (or t'e bu%get

o $'e one t'at kno"s e-actly "'at nee%s to be %one an% 'o"

Public O"ners

o State* /unicipal or Fe%eral 0overnment* DoD* DoE

o &sually 1arge Projects

o 2ery 3ell!De4ne% Proce%ures

o

Care(ul Project Financing 5Political accountability.

Private Owners

Ranging (rom Real Estate Developers to One!$ime Projects

&sually Smaller Projects 5occasionally 1arger Projects also.

/ore In(ormal Proce%ures


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&sually /ore Innovation* Cost!Eciency an% Fle-ibility

6ybri% O"ner (rom Contractor#s an% &ser#s 2ie"point

7asic /o%es 5an% 2ariations.:

o 0ov#t Contracts Operations 8 /aintenance o( E-isting Facility

"it' a Private Entity

o 0ov#t Sells a Facility to t'e Private Sector

o 0ov#t Contracts a Company to 7uil%!Operate!$rans(er a Project

THE DESIGN TEAM

The Architect

9stContact o( t'e O"ner

&sually in Contract "it' t'e O"ner

Selecte% by Competition; 7ase% on


3/13

Sc'e%ule

Claims

Cost an% 7u%get Issues

/ajor Engineering Issues relate% to Construction

Subcontractor Issues

Sa(ety

s* but t'ey cost real money

Pricing

7i%%ing

Sc!e"#$er

Pro%uces an% /aintains ?ob Sc'e%ule "it' t'e 6elp o( t'e Engineersan% Superinten%ents

Early Involvement in t'e Project

Dealing "it' /ultiple Inter(aces 5O"ner* Designer* Superinten%ents.


4/13

E-cellent &n%erstan%ing o( t'e Construction $ec'nology an% $ec'ni+ue

7e'in% t'e Sc'e%ule

Continuously /o%i(ying t'e Sc'e%ule

S#%erinten"ent

0eneral Superinten%ent

Oversees @ll Operations o( 7uil%ing t'e Project

Coor%inates Subcontractors an% 2arious Fiel% Superinten%ents

Deals "it' Cra(t &nions

Fiel% 5i)e)* @ssistant. Superinten%ent

Oversee $'eir Speci4c Fiel% 5i)e)* e-pertise. Operations 5e)g)*&tility* Eart' Support* Concrete* /ec'anical* E+uipment.

Direct t'e Cre"s t'at 3ork in $'is @rea

In C'arge o(:

$ime S'eets

Sc'e%uling

Planning

Sa(ety


5/13

Submittals* RFI#s* C'anges

1ea%s problem i%enti4cation* %e4nition* analysis*

solution generation* solution implementation an%pay re+uirements

Claims Cost Control

Subcontractors

/ont'ly Payment Re+uest

Fiel% Engineer

Daily Reports o( @ctivities

/easure


6/13

Owner

Gen

eral

Con

tracto

r

SubcontractorSubcontractorSubcontractor

A/E

Contractu

al

Relations

hip

Communic

ational

Relations

hip

Responsibility /atri-

Tra"itina$ Desi(n *i" *#i$"

6ire a Design Pro(essional in C'arge o( t'e Preparation o( t'e Design

an% Contract Documents

&sually Competitive 7i% or egotiation "it' Contractors

Contractor in C'arge o( t'e Delivery o( t'e Complete% Project 5/ay

Deci%e to Subcontract.


7/13

$'e Contractor is t'e Only One Responsible o( t'e E-ecution o( t'e3ork

Se+uential Construction Process

1ump Sum 7i% Commonly @%opte% "'ereby O"ner assigns ProjectRisks to t'e Contractor: built!in a%versarial relations'ip

$rust!base% Collaborative Relations'ip bet"een @=E 5C'osen on


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Owner

Tr

ad

e

con

tracto

r

C/

M

Tr

ad

e

con

tracto

r

Tr

ad

e

con

tracto

r

Contractual

Relation

ship

Communi

cational

Relation

ship

A/

E

P#re Cnstr#ctin Mana(ement

$'e O"ner 'ires* base% on +uali4cations* bot' a Design Firm an% a

Construction /anagement Firm be(ore t'e beginning o( t'econstruction o( t'e Project

O"ner in Fi%uciary Relations'ip "it' t'e PC/

PC/ as Facilitator=/e%iator in Con,icts

PC/ 0enerally Pai% a Fi-e% Fee

A"vanta(es f P#re CM

One $ruste% Common Re(erence Point (or Construction: $'e C/

0reat Fle-ibility in t'e Sc'e%ule

0reat Fle-ibility (or C'anges

Small Financial Risks (or PC/

Disa"vanta(es f P#re CM

Participants /ust @ll 7e Cooperative an% 'ave Open Communication

@ll Parties /ust 7e Committe% (rom t'e 7eginning

Small Incentive (or C/ 5t'ey get pai% any"ay.

6ig' Risk o( 1oss o( Reputation

Cnstr#ctin Mana(ement at Ris'


9/13

Owner

Tr

ad

e

con

tra

cto

r

C/

M

Tr

ad

e

con

tra

cto

r

Tr

ad

e

con

tra

cto

r

Contract

ual

Relation

ship

Communi

cational

Relation

ship

A/

E

Contractual Relations'ips bet"een C/ an% $ra%e Contractors

C/ usually 0uaranteeing /a-imum Price 50/P. to 0ive t'e O"ner

Security t'at t'e Project 3ill 7e 7uilt "it'in 7u%get

A"vanta(es CM at Ris'

Re%uce% O"ner#s Risk (or Construction

Disa"vanta(es CM at Ris'

O"ner takes responsibility (or %esign %e(ects = omissions

O"ner may not 'ave (ull control on contract c'anges as %esire%

$'e 0/P is @ De4ne% Price (or @n &n%e4ne% Pro%uct


10/13

Owner

Su

b

co

ntra

ct

or

Su

b

co

ntra

ct

or

Su

b

co

ntra

ct

or

Contra

ctual

Relatio

nship

Commu

nicatio

nal

Relatio

nship

Intern

al

Relatio

nship

ns

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D/! Entit"

Desi(n+*#i$"

$'e O"ner 'ires a Design=7uil% Firm t'at "ill complete bot' Design

an% Construction

$'is 4rm can be a Design=7uil% Firm but also a ?oint!2enture Firm o( a

Design Firm 8 Construction Firm (or t'is speci4c project

$'e Design=7uil% Firm 'ires subcontractors

One Contractual $eam Responsible (or Design an% Construction

Function

O"ners put /ore Emp'asis on Sc'e%ule

O"ner "it' Enoug' no"le%ge about Design an% Construction to

Establis' t'e Initial Parameters* Revie" Proposals an% /onitor t'eProcess

A"vanta(es f D*

@llo"s (ast tracking

0oo% interactions among Design 8 Construction participants

Easier incorporation o( c'anges in most cases

0oo% (or comple- projects

Disa"vanta(es f D*


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Pricing isn#t possible at t'e beginning

Risk o( sacri4cing +uality to protect pro4t

/ay take a %irection t'at t'e O"ner %oes not really "ant

1ack o( c'ecks an% balances


12/13

OWNER

CM

DESIGN/BUILDER

ARCHITECT/

ENGINEER

SUB-

CONTRACTOR

SUB-

CONTRACTOR

SUB-

CONTRACTOR

SUB-

CONTRACTOR

M"i,e" CM Desi(n-*#i$":Desi(n S#)cntracte"

Cm)inatin. *#i$"-O%erate-Transfer

Facility 4nance%* %esigne%* built* an% operate% by a private %eveloper

1egal "ay to lease; to a concessionaire (or a 4-e% time perio%

government!o"ne%= government!built (acilities

Concession t'at at t'e completion o( t'e concession perio%* t'e (acility

is returne%; to t'e original o"ner 5government agency.

$'e government may guarantee a level o( service 8 pay i( it is s'ort

Eit'er agree%!upon price or as payment (or t'e concession

Designe% to take a%vantage o( lo"er cost or ta- (ree; (un%ingprovi%e% by governments

A"vanta(es f t!e / Mst Cmmn De$iver0 Met!"s


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