IDENTIFYING MAJOR PHASES OF THE WORK  
 

 

CHECK ALL THAT APPLY AND PRINT

Check 1. Project Development
Identify program objectives and objections
Gather information
Prepare feasibility studies
Define budget constraints
Prepare site analytics
Site surveying and testing
Design criteria and project scope
Identify environmental and other limitations
Identify financial services and sources
Prepare cash flow analysis for financial resources
Establish architectural design criteria
Develop overall project schedule including these phases
  2. Project Organization
Determine project staffing needs
Identify and build team members
Develop time, cost and performance controls
Obtain team commitment to goals
Prepare and/or review assignments
Develop communication procedures
  3. Design for Gathering
Identify, prioritize and rank objectives
Define overall project strategy
Refine schedule and cost objectives
Gather Owner's organizational materials
Obtain site surveys and testing results
Document progress
  4. Conceptual Design and Planning
Prepare preliminary planning and design schedule
Prepare preliminary project budget
Evaluate design criteria
Develop cash flow projections
Review construction methodology with the team members
Determine value engineering procedures
Define possible cost saving areas
Review and assist with building code and zoning issues
Prepare for required governmental submittals
Evaluate long lead time item procurement procedures
Evaluate labor and material availability
Identify insurance and legal requirements
Identify accounting and control requirements
  5. Preliminary Design
Organize the value engineering process
Identify and pre-qualify contractors
Assemble instruction to bidder and bid forms
Identify general condition items
Identify safety program responsibilities
Prepare project schedule for contractors
Establish performance standards for project
Coordinate meetings with city officials
  6. Contract Documents
Review construction contracts
Review plans and specifications
  7. Bidding for Performance
Establish procedure for obtaining building permits
Conduct pre-bid conference
Establish bid opening procedure
Conduct bid opening
Tabulate and evaluate bids
Negotiate with contractors
Recommend award of contracts
  8. Award Contracts
Conduct post-bid conference
Insure conformance with bid documents
Verify schedule conformance
Attend contract signing meeting
  9. Construction Phase
Provide overall project coordination
Establish submittal approval process
Manage materials and methods performance
Establish record keeping procedures
Conduct job meetings
Manage and coordinate test and inspection activities
Establish schedule update procedures
Identify project security requirements
Review shop drawings
Evaluate change order proposals
Process change orders
Document construction progress
Establish lien release procedures
Review payment requests
Establish substantial completion performance
Manage preparation of record (as-built) drawings
Establish procedure for obtaining guarantees and warrantees
Attend punch list inspection
Confirm punch list completion
Establish claim request procedures
  10. Close-Out
Attend and conduct project orientation meeting with Owner
Turn over operating instructions, guarantees and warrantees to Owner
Obtain final unconditional lien releases
Process final payment to contractors
  11. Occupancy
Establish a move in plan
Oversee move in
  12. Operational
Establish maintenance procedures
Conduct visual inspection following one year of substantial completion