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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

                                    2.1.0     Stage 1 - Concept Development

                                    •  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  Concept Phase

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