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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

                            3.0     Project Execution Phase - cont/...

                            3.2.0     Stage 2 - Tender & Award

                            • In this stage, if a single general contract is being let, then prior to construction 'PCM' is a knowledgeable construction industry representative. Following award, the 'PCM' is the General Contractor's manager. If trade contracts are to be let, the PCM is the appointed construction manager. The following table assumes trade contracting, which gives rise to more detailed project and technical management. Otherwise, much of this work is done within the General Contractor's organization.

                            • At the end of this stage the owner/sponsor must select a contractor and proceed to Construction. (At this point, it should not be a question of whether or not to construct.)

                            Ref #

                            Task

                            Responsibility »

                            OD

                            PD

                            LAC

                            PCM

                            JA

                            3.2.1.0

                                 Project Management

                            3.2.1.1

                            Interview, select , & appoint Project Construction Manager (If trade contracting, an individual or firm, see note above.)

                               

                            3.2.1.2

                            Establish bid package groupings

                               

                            3.2.1.3

                            Bid & purchase long delivery items

                               

                            3.2.1.4

                            Develop owner/tenant occupancy schedule

                               

                            3.2.1.5

                            Develop detailed phased Construction Schedule

                               

                            3.2.1.6

                            Finalize trade contractor bid lists

                               

                            3.2.1.7

                            Analyze trade contractor markets (if necessary)

                                   

                            3.2.1.8

                            Conduct trade contractor pre-bid conferences

                               

                            3.2.1.9

                            Regularly update & circulate Construction Schedule

                               

                            3.2.1.10

                            Advise tenderers of time extensions if required

                               

                            3.2.1.11

                            Receive, open & tabulate tenders

                               

                            3.2.1.12

                            Analyze & verify tenders

                                 

                            3.2.1.13

                            Conduct pre-award post-tender discussions (if any)

                                 

                            3.2.1.14

                            Review & approve successful tenders

                                 

                            3.2.1.15

                            Prepare & issue letters of intent to proceed

                                 

                            3.2.1.16

                            Prepare documentation for contract signing

                                 

                            3.2.1.17

                            Check performance bonds

                                 

                            3.2.1.18

                            Review/update insurance requirements

                                 

                            3.2.1.19

                            Sign & issue contract documents

                               

                            Ref #

                            Task

                            Responsibility »

                            OD

                            PD

                            LAC

                            PCM

                            JA

                            3.2.2.0

                                 Technical Mgt: Tender Packaging

                            3.2.2.1

                            Procure building permits (partial)

                                 

                            3.2.2.2

                            Prepare trade contract documents for tender packages

                               

                            3.2.2.3

                            Regularly review contract plans & coordinate

                                 

                            3.2.2.4

                            Review and recommend on alternatives proposed

                                 

                            3.2.2.5

                            Receive technical questions and issue addenda (if requ'd.)

                                 

                            3.2.2.6

                            Technical review of tenders & make recommendations

                               

                            Final Design  Final Design

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