Project Management - The use of integrated systems and procedures by a team of professionals during project design and construction.
Pre-Design
- Project organization
- Construction management plan
- Project procedures manual
- Pre-design project conference
- Management information systems
Design
- Design document review
- Document distribution
- Contract agreements
- General and supplementary general conditions
- Public relations
- Project funding
- Meetings
- Cost control
- Time control
- On-going consulting activities
Procurement
- Bidding and contracting process
- Meetings
Construction
- On-site facilities
- Coordination
- Meetings
- Time Management
- Budget and cost monitoring
- Payment requests
- Change orders
- Claims management
- Quality management
- Owner-purchased materials and equipment
- Record drawings
- Record keeping
- Management reporting
Post-construction
- Punch List
- Operational Tests
Cost Management - Guidelines for managing, controlling and monitoring project costs during all phases of a project through the provision of an integrated and comprehensive system.
Pre-design
- Project and construction budget
- Cost analysis
Design
- Estimates
- Cost verification stages
- Schematic design estimate
- Preliminary design estimate
- In-progress and final design document estimates
- Value analysis studies
- Cost monitoring and reporting
Procurement
- Estimates for addenda
- Bid analysis and negotiation
Construction
- Schedule of values
- Change order control
- Trade-off studies
- Claims for cost
Post-construction
- Final cost report
Time Management - A system for a project to realize the most effective use of people, materials, equipment and funds. Proper planning, scheduling and coordination to achieve on-time completion within budget and at the level of quality expected.
- Pre-design
- Master schedule
- Milestone schedule
Design
- Maintaining the master schedule
- Design schedule
- Monitoring the milestone schedule
- Construction schedule
- Float
Procurement
- Contractor's construction schedule
Construction
- Construction schedule/master schedule
- Monitoring schedule compliance
- Extensions/impact analysis
- Recovery schedules
- Claim review
Post-Construction
- Occupancy plan
Quality Management - The process of planning, organizing, implementing, monitoring and documenting a system of policies and procedures that coordinate and direct relevant project resources and activities in a manner that will achieve quality. Quality: the degree to which the project and its components meet the owner's expectations, objectives, standards and intended purpose; determined by measuring conformity of the project to the plans, specifications and applicable standards.
Pre-Design
- Clarifying the owner's objectives
- Scope of work
- Project organization
- Quality management plan
Design
- Design procedures
- Document control
- Review of design submittals
- Design criteria changes
- Quality control
- Quality assurance
- Project estimates
- Owner authorizations
- Constructibility reviews
- Value engineering
- Establishment of construction duration
- Construction testing requirements
- Quality management specifications
- Implementation of QC/QA requirements during construction
- Public relations/user review
- Project funding
- Project review meetings
- Reports
Procurement
- Procurement planning
- Advertisement and solicitation of bids
- Select bidders list
- Instructions to bidders
- Pre-bid conference
- Proposal document protocol and bid opening
- Pre-award conference
- Contract award
Construction
- Preconstruction conference
- Construction planning and scheduling
- Inspection and testing
- Reports and recordkeeping
- Changes in the work
- Document control and distribution
- Non-conforming and deficient work
- Progress payments
- Final reviews, documentation and punch list work
- Beneficial occupancy
- Substantial completion
- Final acceptance
Post-construction
- QM Assessment with owner
- Final report and recommendations
Contract Administration - The function of implementing the terms and conditions of a contract based upon established systems, policies and procedures.
Pre-design
- Communications procedures
Design
- Design phase progress
- Design review meetings
- Schedule maintenance report
- Project cost report
Procurement
- Bidder pre-qualification
- Development of bidders list
- Bidders interest campaign
- Notices and advertisements
- Delivery of bid documents
- Information to bidders
- Addenda
- Pre-bid conferences and meetings
- Bid openings and evaluation
- Post bid interview
- Construction contracts
- Notice to proceed
- Schedule maintenance report
- Project cost report
- Cash flow reports
Construction
- Pre-construction orientation conference
- Assignment of owner-purchased equipment and materials
- Permits, insurance, labor affidavits, and bonds
- On site communication procedures
- Project site meetings
- Contract documentation procedures
- Field reporting
- Quality review
- Nonconforming work
- Safety
- Change order report
- Force account
- Cash flow projection report
- Progress payments
- Construction phase reports
- Project summary by exceptions
- Special recordkeeping
- Claims processing
- Record drawings
Post-construction
- Maintenance manuals and operating procedures
- Spare parts and warranties
- Final permits
- Move-in/start-up activities
- Final payment
- Contract close-out
- Contractor call-backs
- Close out reports
Safety Management - Establishing the methods and procedures for providing safety management services.
Pre-design
- Owner commitment
- Project organization
- Staffing considerations
Design
- Safety coordinator meets with design team to understand scope of project and provide input
Pre-bid
- Contract requirements and drafting guidelines
- Written safety program
- Prequalification criteria
- Pre-bid conference
- Emergency response coordination
Pre-construction
- Safety submittals
- Compliance agencies
- Pre-construction conference
Construction
- Contractor safety enforcement and compliance
- Safety coordination meetings
- Safety committee
- Safety audits
- Monthly reports
- CM safety training