1. This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved Session CDT 01 – Fundamentals Lesson CDT 1.3 – Typical Phases of Project Development

2. This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved Session 01 Fundamentals 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. CDT 1.3 – Typical Phases of Project Development

3. 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)

4. This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved Facility Life Cycle Module 2 Project Concept Module 4 Project Design Module 3 Project Delivery Module 5 Construction Documents Module 6 Bidding Negotiation Module 7 Construction Module 8 Facility Management

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 ?

6. 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 Environmental Impact? What Will It Cost? Budget Project Schedule How Long to Construct? How Long Will It Operate? Performance Criteria & Information Factors Affecting Function Factors Affecting Operations Commissioning Requirements

7. 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.

8. This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved Schematic Programming Identification Of: User Preferences Project Image Functional Requirements Identifying Owner Goals Movement, activity adjacencies, and facility demographics. Project Conception Definition

9. 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.

10. 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 Documentation? Quality Control Design Intent? Dispute Resolution? Performance Criteria & Information Identify Factors Affecting Function Identify Factors Affecting Operations

11. 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? Cost Estimating – Value Analysis Budget Awareness? Value Alternatives ? Document Production Standard of Care ? Co-Ordination? Due Diligence ? Product Warranty & Reliability Manufacturer Stability?

12. 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 Time Tested? Clear – Concise - Complete Division 1 – General Requirements Co-Ordination with Sections – Conditions? Clear – Concise - Complete Project Manual Alternates – Unit Costs? Specifications Drawings Specification/Drawing Co- Ordination Specify It Once and Only Once!

13. 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 Bidding or Negotiation Procurement Documents Procedures Subcontractors Prices – Issues Concerns Bid Shopping Contract Award Procedures Constraints Pre-Award Documents & Assurances Purchasing Lead Time Terms of Payment

14. 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 Procedures Mobilization Quality Assurance Claims and Disputes Procedures Execution Project Closeout Procedures

15. 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 Cost Issues Resource Materials Project Record Documents Spare Parts & Extra Stock Facility Evaluation Post Occupancy Inspections Documents – Life Cycle Resource Data

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

17. 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 Bidding process for award of the Contract for Construction. Or…The Private Owner may elect to Negotiate a Contract for Construction Procurement of Construction Services varies between Private and 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.

18. This Presentation is a Copyrighted Property of Waller S. Poage, AIA, CSI, MAI, CVS – All Rights are Reserved Both the Private Owner and the Public Owner may elect to Select a Contractor for award of the Contract for Construction by the RFQ Process and Negotiate a satisfactory Contract Price for Construction. There are certain ADVANTAGES if the Contractor is chosen EARLY during the Design Process. Improved control of COST TIME DURATION There are Alternatives to Procurement of Construction Services : Project Procurement Alternatives to Bidding

19. 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