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					Session CDT 01 – Fundamentals
Lesson 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

CDT 1.3 – Typical Phases of Project Development

  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.




   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 8

                                                                                 Module 2


          Module 7




                                                                                              Module 3



            Module 6


                                                                               Module 4

                                     Module 5

  This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
Project Concept
Definition

   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 Conception
PRM Module 2

    Project Definition
           Program Adequacy
    Preliminary Studies
           What Must It Do?
           What Will it Impact?
    Site Selection                                                   Performance Criteria &
           Environmental Impact?                                      Information
           What Will It Cost?                                          Factors Affecting Function
           Budget                                                      Factors Affecting
                                                                           Operations
    Project Schedule
                                                                        Commissioning
           How Long to Construct?                                         Requirements
           How Long Will It Operate?

    This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
Project Conception
Definition
 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
Project Conception
Definition


 Schematic Programming
      Identification Of:
                User Preferences
                Project Image
                Functional Requirements
                Identifying Owner Goals
                Movement, activity adjacencies, and facility
                 demographics.



   This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
Project Conception
Definition


 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 Delivery
PRM 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                                            Performance Criteria &
              Documentation?                                         Information
                                                                           Identify Factors Affecting
       Quality Control                                                     Function
              Design Intent?                                              Identify Factors Affecting
              Dispute Resolution?                                          Operations

     This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
Project Design
PRM Module 4

       Design Considerations
              Qualifications?
              Experience?
       Product Evaluation & Selection
              Cost – Time – Extent?
              What Is The Life Value?
       Quality Assurance
              Documentation Overview?
                                                                         Document Production
       Cost Estimating – Value                                                 Standard of Care ?
        Analysis                                                                Co-Ordination?
              Budget Awareness?                                                Due Diligence ?
              Value Alternatives ?                                      Product Warranty &
                                                                          Reliability
                                                                                Manufacturer Stability?


     This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
Construction Documents
PRM Module 5
       Procurement Process
              Cost – Time – Extent?
              Experience – Availability -
       Contract for Construction
              Adequate – Reasonable –
               Fair?
              Insurance - Bonds
       Contract Conditions                                              Project Manual
              Time Tested?                                                     Alternates – Unit Costs?
              Clear – Concise - Complete                                       Specifications
       Division 1 – General                                                    Drawings
        Requirements                                                     Specification/Drawing Co-
              Co-Ordination with Sections –                              Ordination
               Conditions?
                                                                                Specify It Once and Only
              Clear – Concise - Complete                                        Once!


     This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
    Bidding/Negotiating/Purchasing
    PRM Module 6



    Project Information
           What is Required?
           Distribution of Information
           Control of Information
                                                                          Contract Award
    Bidding or Negotiation                                                      Procedures
           Procurement Documents                                                Constraints
           Procedures                                                           Pre-Award Documents &
    Subcontractors                                                               Assurances
           Prices – Issues Concerns                                      Purchasing
           Bid Shopping                                                         Lead Time
                                                                                 Terms of Payment


         This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
 Construction
 PRM Module 7

 Contract Documents
    Distribution
    Contract Administration
 Roles and Responsibilities
    Owner – A/E – Contractor
    Authorities Having
     Jurisdiction
 Pre-Construction                                           Claims and Disputes
  Procedures                                                        Procedures
    Mobilization
                                                             Execution
 Quality Assurance                                          Project Closeout
                                                                    Procedures

    This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
Facility Management
PRM Module 8


   Roles In Project Closeout
        Operations & Maintenance
         Data
        Punch List
        Commissioning
        AHJs
   Operation & Maintenance
        Maintenance Issues
                                                                       Facility Evaluation
        Cost Issues
                                                                              Post Occupancy
   Resource Materials                                                         Inspections
        Project Record Documents                                      Documents – Life Cycle
        Spare Parts & Extra Stock                                            Resource Data



     This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
   Project Procurement
   Types of Contracts

                                                        Design/Bid/Build
 Procurement of                                               Single Prime Contractor
  Construction                                          Design/Multiple Bid/Build
                                                               Multiple Prime Contractors
  Services Can Be
                                                               Construction Management
  Contracted in a                                       Construction Management
  Number of Different                                          CMa Acts As Advisor
  Ways:                                                        CMc At Risk
                                                               Agency CM
                                                        Design/Build
                                                               Single Prime Contract
                                                        Owner/Build
                                                               Any of the Above



   This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
 Project Procurement
 Competitive Bidding
                                                 The Private Owner may elect to
                                                  conduct a formal Competitive
 Procurement of                                  Bidding process for award of the
                                                  Contract for Construction.
  Construction
                                                 Or…The Private Owner may elect
  Services varies                                 to Negotiate a Contract for
  between Private and                             Construction
  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
Project Procurement
Alternatives to Bidding

                                                     Both the Private Owner and the Public
                                                      Owner may elect to Select a
  There are                                          Contractor for award of the Contract
   Alternatives to                                    for Construction by the RFQ Process
   Procurement of                                     and Negotiate a satisfactory Contract
                                                      Price for Construction.
   Construction
                                                            There are certain ADVANTAGES if the
   Services :                                                Contractor is chosen EARLY during
                                                             the Design Process.
                                                     Improved control of
                                                            COST
                                                            TIME
                                                            DURATION



   This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved
                   Lesson CDT 1.3 Ends


                         Next Lesson CDT 1.4
                        The Project Participants




This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved

				
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