Phased Project Management Process


 

PHASE I – PROJECT PLANNING

  • Review project goals in terms of cost, schedule and physical requirements
  • Determine necessary engineering team members (MEP engineers, Structural, etc.)
  • Prepare Request for Proposals and solicit proposals from professional consultants, engineers, etc.
  • Review proposals, interview and make award recommendations for consulting team and engineers
  • Negotiate professional engineering contracts on behalf of client
  • Prepare preliminary master project schedule
  • Review preliminary cost forecast budget
  • Determine other necessary capital requirements associated with the lease transactions
  • Manage and coordinate the integration and deliverables of the interior design team and engineering professionals
  • Review project financial assumptions with user as they relate to tenant improvements
  • Review program with user. Confirm and verify assumptions
  • Determine technical requirements (i.e. computer room, back-up power, specialty lighting, specialty systems, etc.)
  • Prepare technical and tenant improvement section of building request for proposal
  • Present Phase I findings – set project performance criteria

 

PHASE II – PROJECT DESIGN MANAGEMENT

  • Represent client during design and engineering process
  • Kick-off design process – set goals and objectives
  • Manage and coordinate schematic design – Architectural and Engineering
  • Prepare detailed tenant improvement budget based upon initial schematic design
  • Provide value engineering of alternate methods and systems; provide detailed breakout of options
  • Review and approve schematic design with user
  • Manage and coordinate initial review and approvals with Building Landlord
  • Coordinate information between owner vendors, including Communications, Furniture and Security with Design/Engineering team members
  • Update budget based on design development
  • Provide further value-engineering based on design development
  • Review and approve design development with end user
  • Update the master project schedule and distribute
  • Manage architectural and engineering construction document & specification production
  • Provide input in terms of constructability, methods and materials
  • Final review of all documents prior to bid

 

PHASE III – CONSTRUCTION MANAGEMENT, PURCHASING AND ADMINISTRATION

  • Manage construction process
  • Identify permitting process
  • Coordinate with local Municipal offices and submit building permit application
  • Pre-qualify appropriate contractors, sub-contractors, and vendors
  • Solicit input from user and agree upon final bid list
  • Solicit proposals from pre-qualified contractors and sub-contractors
  • Receive, review and qualify proposals – prepare detailed bid analysis
  • Prepare final recommendation and terms of award
  • Negotiate contractor’s contract
  • Conduct construction kick-off meeting
  • Attend regular project meetings including architectural, engineering, building management contractor
  • Distribution of weekly project meeting minutes
  • Issue monthly project progress reports
  • Review and process payments
  • Monitor and control construction costs, issue monthly project anticipated cost reports
  • Issue change orders to client and subsequently to sub-contractors and vendors
  • Monitor and issue change order reports
  • Review request for change in cost and/or time. Negotiate on behalf of the client as required
  • Monitor and report schedule status
  • Consult as to avoid construction conflicts
  • Mediate and solve construction conflicts that may occur
  • Ensure completion of punch list and proper contract close-out
  • Review and process final payments and lien documentation
  • Manage contract close-out
  • Provide client with close-out binder, which includes all information pertaining to the project. i.e. As-built Drawings, User Manuals, Guarantees, Bonds, Release of Liens, etc.

 

PHASE IV – FURNITURE, EQUIPMENT, CABLING & MISCELLANEOUS REQUIREMENTS

  • Determine requirements for furniture, telephone/data cabling and security (F,T/D&S)
  • Represent client in the procurement of F,T/D&S
  • Engage consultants as required for F,T/D&S
  • Negotiate consultant contracts for F,T/D&S
  • Manage design of F,T/D&S
  • Review design criteria with user
  • Manage bid document preparation
  • Pre-qualify appropriate contractors and vendors
  • Prepare detailed RFP and solicit proposals
  • Receive and review proposals, interview candidates and recommend award of contracts
  • Negotiate final contracts
  • Release orders/contracts
  • Expedite and track orders
  • Coordinate delivery, installation and punch list