PROJECT PHASES ACT 380 1

Objective To provide an understanding of the design & construction process and the roles of the different participants in this process 2

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Project Conception PLANNING AND PRE- DESIGN O Activities Include: O Feasibility Studies O Programming O Budget Analysis O Diagramming O Site Analysis O Site Selection 4

DOCUMENTS PRODUCED DURING PLANNING & PRE-DESIGN O OWNER O Program, Budget, Schedule O A/E O Reports, Analyses, Recommendations 5

DESIGN PHASE O Schematic Design O Design Development 6

SCHEMATIC DESIGN O Develop Schematic Design including: O General scope O Scale O Relationships O Functions 7

SCHEMATIC DESIGN DOCUMENTS O OWNER O Surveys O Geotechnical Data 8

SCHEMATIC DESIGN DOCUMENTS O A/E O Schematic drawings O Sketches, Renderings, Diagrams O Conceptual drawings O Plans, Elevations, Sections O Preliminary Project Descriptions O Cost Projections 9

DESIGN DEVELOPMENT O Develop Design Including: O Constructability O Integration of systems O Materials O Details O Fix and describe size O Character 10

DESIGN DEVELOPMENT DOCUMENTS O Drawings O Plans, Elevations, Sections, Typical Details O Engineering O Design Criteria, Equipment O Outline Specifications O Revised Cost Projections 11

CONSTRUCTION DOCUMENTS (Final Design) O Detailed documents which describe the work O Used to get bids or negotiate contract --Become part of the contract 12

CONSTRUCTION DOCUMENTS O OWNER O Solicitation (Invitation to Bid) O Instructions for procurement (To Bidders) O Bid/Proposal forms O General Conditions O Supplementary Conditions 13

CONSTRUCTION DOCUMENTS O A/E O Detailed drawings O Plans, Elevations, Sections, Details, Schedules O SPECIFICATIONS O Bidding requirements O Revised cost projections 14

BIDDING/NEGOTIATING/PURCHASING PHASE O Contractors review bidding documents and determine how much they would charge to complete the work described O Can be competitive or negotiated 15

BIDDING PHASE O A/E O Addenda O Owner O Request for Proposal O Purchase Orders O Contractor O Bid O Bid Security 16

CONSTRUCTION PHASE O “THE WORK” described in contract documents is executed 17

CONSTRUCTION PHASE O PHASES OF CONSTRUCTION O Mobilization O Construction O Contract administration O Project closeout 18

CONSTRUCTION PHASE O OWNER O Payments to Contractor O A/E O Contract Documents Modifications O Reviews and approves submittals O Site observation O Reviews and certifies applications for payment O Inspection at substantial completion O Inspection at final completion 19

CONSTRUCTION PHASE O CONTRACTOR O Permits O Schedules O Shop Drawings O Certificates O Record Documents O Warranties O Maintenance & Operation Data 20

Facility Management O OWNER O Maintenance Records O A/E O Post-Occupancy Reports or Analysis O CONTRACTOR O Warranty Service O Records 21

22 See pg. 1.7 Fig. 1.5-B