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                            Legend:

                            OD -

                            Owner or Developer of project

                            PD -

                            Project Director, Owner's representative

                            LAC -

                            Lead Architect or Consultant

                            PCM -

                            Project Construction Manager

                            JA -

                            Jurisdictional Authorities

                            denotes primary responsibility

                            denotes significant supporting responsibility

                            Published here July, 2002.

                            Introduction | Pre-Project Study | Concept Phase
                            Concept Development | Schematic Design | Final Design | Tender & Award
                            Construction | Project Commissioning & Finishing

                            4.0     Project Commissioning & Finishing

                            • Unlike earlier phases, the boundary between this and the preceding phase is less distinct. Nevertheless, the activities in this period are sufficiently different to warrant attention as a separate phase.

                            • In this Phase, integration of Project and Technical Management and the owner's Takeover Activities is even more important as the focus moves back to the owner.

                            • The owner must be ready with trained staff to take over the "care, custody and control" of the final facility. Hence, in this phase especially, 'OD' refers to the owner and/or its operators.

                            Ref #

                            Task

                            Responsibility »

                            OD

                            PD

                            LAC

                            PCM

                            JA

                            4.1.0

                                 Project Management

                            4.1.1

                            Advise owner of expected transfer date

                             

                            4.1.2

                            Obtain maintenance manuals & operating instructions

                                 

                            4.1.3

                            Liaise with operating staff manager to arrange training

                                 

                            4.1.4

                            Obtain guarantees

                                 

                            4.1.5

                            Obtain 'As-built drawings'

                                 

                            4.1.6

                            Coordinate commissioning, testing, balancing, all systems

                               

                            4.1.7

                            Obtain occupancy certifications & permit

                             

                            4.1.8

                            Arrange acceptance & approval of completed building

                             

                            4.1.9

                            Transfer facility to owner's "care, custody & control"

                                 

                            4.1.10

                            Arrange final photographs & publicity releases

                                 

                            4.1.11

                            Arrange opening ceremonies

                                 

                            4.1.12

                            Establish reasonable dates for Total Performance

                                 

                            4.1.13

                            Verify all deficiencies & outstanding documents completed

                                 

                            4.1.14

                            Approve final payments to contractors

                                 

                            4.1.15

                            Make final payments to contractors

                                 

                            4.1.16

                            Perform final accounting

                               

                            Ref #

                            Task

                            Responsibility »

                            OD

                            PD

                            LAC

                            PCM

                            JA

                            4.2.0

                                 Technical Management

                            4.2.1

                            Prepare final deficiency lists

                                 

                            4.2.2

                            Ensure contractors rectify deficiencies

                                 

                            4.2.3

                            Verify completeness of manuals & operating instructions

                               

                            4.2.4

                            Verify correctness of guarantees

                                 

                            4.2.5

                            Verify correctness of 'As-built drawings'

                                 

                            4.2.6

                            Supervise commissioning, testing, balancing, all systems

                               

                            4.2.7

                            Provide support to operator training (as needed)

                                 

                            4.2.8

                            Liaise with Jurisdictional Authorities for certificates, permits

                                 

                            4.2.9

                            Provide consultation to owner during startup

                                 

                            4.2.10

                            Inspect & assess deficiencies to verify Total Performance

                                 

                            4.2.11

                            Issue Certificate of Total Performance

                               

                            4.2.12

                            Verify all guarantees, manuals, documentation received

                                 

                            4.2.13

                            Certify Total Performance & recommend holdback releases

                                 

                             

                                 Post-Project Support

                             

                            Assist in expediting guarantee items (as required)

                                 
                             

                            Conduct post-project project management audit

                               
                             

                            Provide continuing technical consultation

                                 

                            Construction  Construction

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