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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

                            2.0     Project Definition Phase - cont/...

                            2.2.0     Stage 2 - Schematic Design

                            • In this stage, the 'PCM' is a knowledgeable construction industry representative such as a senior construction estimator or experienced construction manager.

                            • The end of this stage is the culmination of the 'planning phases' and requires
                            the owner/sponsor to take a Major Decision on whether to proceed to Project Implementation.

                            Ref #

                            Task

                            Responsibility »

                            OD

                            PD

                            LAC

                            PCM

                            JA

                            2.2.1.1

                                 Project Management

                            2.2.1.1

                            Prepare detailed design schedule

                             
                               

                            2.2.1.2

                            Retain special consultants (as required)

                             
                               

                            2.2.1.3

                            Determine security loss prevention program

                             
                               

                            2.2.1.4

                            Arrange survey monitoring of adjacent buildings

                             
                               

                            2.2.1.5

                            Liaise with owner's legal counsel

                             
                               

                            2.2.1.6

                            Develop bid package formats

                             
                               

                            2.2.1.7

                            Identify long-lead purchase items

                               
                             

                            2.2.1.8

                            Develop phased construction schedule (if trade contracting)

                             
                             

                            2.2.1.9

                            Initiate preliminary insurance review

                             

                            2.2.1.10

                            Review & update schedule

                             

                            2.2.1.11

                            Raise Conceptual Budget to Definition Level Budget

                             
                             

                            2.2.1.12

                            Review and update financial pro formas

                             
                               

                            2.2.1.13

                            Assemble Project Charter (Project Brief) documentation

                             

                            2.2.1.14

                            Review and approve, or

                             
                             
                               

                            2.2.1.15

                            Revise as needed

                             

                            2.2.1.16

                            Major Decision: Project financing & go ahead, or abort

                             
                                 

                            2.2.1.17

                            Execute development agreement

                               

                            Ref #

                            Task

                            Responsibility »

                            OD

                            PD

                            LAC

                            PCM

                            JA

                            2.2.2.0

                                 Technical Mgt: Concept Development

                            2.2.2.1

                            Arrange & chair design coordination meetings

                               

                            2.2.2.2

                            Refine Functional Program

                                   

                            2.2.2.3

                            Confirm basic materials & systems

                                 

                            2.2.2.4

                            Establish building form

                                 

                            2.2.2.5

                            Prepare schematic drawings

                                   

                            2.2.2.6

                            Prepare outline specifications

                               

                            2.2.2.7

                            Identify, review & recommend special areas of study

                                   

                            2.2.2.8

                            Prepare alternate schemes

                                 

                            2.2.2.9

                            Analyze alternate schemes

                                 

                            2.2.2.10

                            Conduct energy economics study

                                 

                            2.2.2.11

                            Conduct value engineering analysis

                               

                            2.2.2.12

                            Contact all Jurisdictional Authorities for codes, interpretation

                                 

                            2.2.2.13

                            Commence & coordinate engineering designs

                                   

                            2.2.2.14

                            Apply for Development Review & Plan Approval

                                 

                            2.2.2.15

                            Arrange for models, renderings, etc.

                                 

                            2.2.2.16

                            Conduct Development Review & Plan Approval negotiations

                               

                            2.2.2.17

                            Conduct public consultations (as appropriate)

                                 

                            2.2.2.18

                            Prepare & present schematic design documentation

                                   

                            Project Definition  Project Defintion

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