• Throughout every project phase, both Project and Technical Management
must proceed in tandem and be closely integrated.
• In this stage, the 'PCM' is a knowledgeable construction industry
representative such as a senior construction estimator or experienced construction
manager.
|
Ref #
|
Task
|
Responsibility »
|
OD
|
PD
|
LAC
|
PCM
|
JA
|
|
2.1.1.0
|
Project
Management
|
|
2.1.1.1
|
Outline responsibilities of the project
team
|
 |
 |
|
|
|
|
2.1.1.2
|
Determine organization & staffing to
administer project
|
|
|
|
|
|
|
2.1.1.3
|
Establish basic communication procedures
|
|
|
|
|
|
|
2.1.1.4
|
Interview & select architects
|
|
|
|
|
|
|
2.1.1.5
|
Interview & select engineers, estimator,
other consultants
|
|
|
|
|
|
|
2.1.1.6
|
Select senior construction estimator
|
|
|
|
|
|
|
2.1.1.7
|
Retain Land Surveyor
|
|
|
|
|
|
|
2.1.1.8
|
Review & agree team responsibilities
|
|
|
|
|
|
|
2.1.1.9
|
Establish fees
|
|
|
|
|
|
|
2.1.1.10
|
Prepare contractual agreements
|
|
|
|
|
|
|
2.1.1.11
|
Execute contractual agreements
|
|
|
|
|
|
|
2.1.1.12
|
Establish reporting & accounting procedures
|
|
|
|
|
|
|
2.1.1.13
|
Analyze architectural program versus budget
|
|
|
|
|
|
|
2.1.1.14
|
Reconcile program vs. budget & update
Conceptual Budget
|
|
|
|
|
|
|
2.1.1.15
|
Review & update financial pro formas
|
|
|
|
|
|
|
2.1.1.16
|
Establish cash flow projections
|
|
|
|
|
|
|
2.1.1.17
|
Conduct financing studies
|
|
|
|
|
|
|
2.1.1.18
|
Establish Definition Level Budget for cost
control purposes
|
|
|
|
|
|
|
2.1.1.19
|
Assemble Project Charter (Project Brief)
documentation
|
|
|
|
|
|
|
2.1.1.20
|
Review and approve or...
|
|
|
|
|
|
|
2.1.1.21
|
Revise as needed
|
|
|
|
|
|
|
2.1.1.22
|
Release next stage funding based on report,
or abort
|
|
|
|
|
|
|
Ref #
|
Task
|
Responsibility »
|
OD
|
PD
|
LAC
|
PCM
|
JA
|
|
2.1.2.0
|
Technical
Mgt: Concept Development
|
|
2.1.2.1
|
Elaborate & define Functional Program
|
|
|
 |
|
|
|
2.1.2.2
|
Analyze and comment on updated Functional
Program
|
 |
|
|
|
|
|
2.1.2.3
|
Evaluate building design
|
|
|
|
|
|
|
2.1.2.4
|
Establish energy conservation parameters
|
|
|
|
|
|
|
2.1.2.5
|
Evaluate & recommend alternative systems
and materials
|
|
|
|
|
|
|
2.1.2.6
|
Establish vertical transportation parameters
|
|
|
|
|
|
|
2.1.2.7
|
Liaise with Jurisdictional Authorities
for zoning & approvals
|
|
|
|
|
|
|
2.1.2.8
|
Prepare guidelines for Development Agreement
|
|
|
|
|
|
|
2.1.2.9
|
Conduct technical design meetings
|
|
|
|
|
|
|
2.1.2.10
|
Conduct site evaluation
|
|
|
|
|
|
|
2.1.2.11
|
Coordinate utilities evaluation
|
|
|
|
|
|
|
2.1.2.12
|
Assemble technical documentation for Project
Charter
|
|
|
|
|
|
Concept
Phase 
