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Introduction



                      Introduction
Project Characteristics
   Defined goal or objective stated by the owner and accomplished by
   the project team
   Specific tasks to be performed
   Defined beginning and end
   Resources being consumed. The 4 Ms (Manpower, Machinery,
   Materials, and Money,)
   As the project progresses, the project team learns more about the
   project

                                   Information   Time




 20/09/2006                  Emad Elbeltagi                      2




                                                                       1
Introduction
Project Life Cycle

  The project life cycle may
  be viewed as a process
  through which a project is
  implemented from
  beginning to end


 From the owner’s Perspective




 20/09/2006                    Emad Elbeltagi   3




                      Introduction
Project Life Cycle (Project stages)

 Preconstruction
 Procurement
 Construction
 Closeout
As the construction
progresses, the
cost increases while
the influence
decreases


 20/09/2006                    Emad Elbeltagi   4




                                                    2
Introduction
Project Life Cycle (1. Pre-construction)
     1. Conceptual planning                 2. Schematic Design
     3. Design Development                  4.Contract Documents

  Conceptual planning
       Very important for the owner (e.g., big store chains)
       During this stage the owner hires key consultants including the
       designer and project manager, selects the project site, and
       establish a conceptual estimate, schedule, and program
       The owner must gather as much reliable information as possible
       about the project
       The most important decision is to proceed with the project or not

 20/09/2006                     Emad Elbeltagi                       5




                        Introduction
Project Life Cycle (1. Pre-construction)
     1. Conceptual planning                 2. Schematic Design
     3. Design Development                  4.Contract Documents

 Schematic Design
      During this phase, the project team investigates alternate design
      solutions, materials and systems.
      Apply Value Engineering
      Completion of this stage represents about 30% of the design
      completion for the project



 20/09/2006                     Emad Elbeltagi                       6




                                                                           3
Introduction
Project Life Cycle (1. Pre-construction)
      1. Conceptual planning                 2. Schematic Design
      3. Design Development                  4.Contract Documents


  Design Development
       Designing the main systems and components of the project.
       Good communication between owner, designer, and construction
       manager is critical during this stage because selections during this
       design stage affect project appearance, construction and cost.
       This stage takes the project from 30% design to 60% design



  20/09/2006                     Emad Elbeltagi                         7




                         Introduction
Project Life Cycle (1. Pre-construction)
      1. Conceptual planning                 2. Schematic Design
      3. Design Development                  4.Contract Documents
Contract Documents
       Final preparation of the documents necessary for the bid package
       such as the drawings, specifications, general conditions, and bill of
       quantities
       All documents need to be closely reviewed by the construction
       manager and appropriate owner personnel to decrease conflicts,
       and changes
       With the contract documents are almost complete; a detailed and
       complete cost estimate for the project can be done Designing the
       main systems and components of the project

  20/09/2006                     Emad Elbeltagi                         8




                                                                               4
Introduction
Project Life Cycle (2. Procurement)

Also called Bidding and award phase
       The project formally transits from design into construction
       This stage begins with a public advertisement for all interested
       bidders or an invitation for specific bidders
       In fast-track projects, this phase overlaps with the design phase
       If the project is phased, each work package will be advertised and
       bid out individually
       It is very important stage to select highly qualified contractors. It
       is not wise to select the under-bid contractors


  20/09/2006                     Emad Elbeltagi                           9




                          Introduction
Project Life Cycle (3. Construction)

       The actual physical construction of the project
       This stage takes the project from procurement through the final
       completion
       It is the time where the bulk of the owner’s funds will be spent
       It is the outcome of all previous stages (i.e., good preparation
       means smooth construction)
       The consultant will be deployed for contract administration and
       construction supervision
       Changes during construction may hinder the progress of the
       project

  20/09/2006                     Emad Elbeltagi                           10




                                                                               5
Introduction
Project Life Cycle (4. Closeout)
      Transition from design and construction to the actual use of the
      constructed facility
      In this stage, the management team must provide documentation,
      shop drawings, as-built drawings, and operation manuals to the
      owner organization (as-built drawings are the original contract
      drawings adjusted to reflect all the changes that occurred)
      Assessment of the project team’s performance is crucial in this
      stage for avoiding mistakes in the future.
      Actual activity costs and durations should be recorded and
      compared with that was planned. This will serve as the basis for
      the estimating and scheduling of future projects
 20/09/2006                    Emad Elbeltagi                       11




                         Introduction
Types of Construction Projects
     Most designers and contractors tend to focus their efforts within
     specialty areas

  Four Categories are identified:
  1. Residential Housing                2. Building Construction
  3. Industrial                         4. Infrastructure

 This classification is based on:
         The way the projects are funded
         The technologies involved
         The way the owner, designer, and builder interact

 20/09/2006                    Emad Elbeltagi                       12




                                                                         6
Introduction
 Types of Construction Projects
    1. Residential Housing               2. Building Construction
    3. Industrial                        4. Infrastructure

Residential housing
      Include: homes, apartments, and low and high-rise buildings
      Funded by individual owners for their own use or by developers for
      profit
      They use fairly low technologies and requires little investment
      Large number of small designers, builders, and suppliers
      1/3 of construction spending is on residential construction
      The builder or the owner can design

  20/09/2006                    Emad Elbeltagi                            13




                         Introduction
 Types of Construction Projects
    1. Residential Housing               2. Building Construction
    3. Industrial                        4. Infrastructure

Non-residential Building Construction
       Office buildings, large apartment buildings, malls, theaters,…..
       It depends on the economy of a specific region
       Most of these projects are privately funded
       Designed by architect and engineer, and built by general
       contractor
       These buildings use technical support more than that in residential
       buildings

  20/09/2006                    Emad Elbeltagi                            14




                                                                               7
Introduction
 Types of Construction Projects
    1. Residential Housing                2. Buildings Construction
    3. Industrial                         4. Infrastructure

Industrial
       Examples include: factories, petroleum refineries…..
       It is defined more by the production activities within the facility
       In capitalism countries, most of these facilities are privately
       funded
       Only few designers and builders are qualified to bid in these
       projects
       These projects are the most technical of all

  20/09/2006                     Emad Elbeltagi                          15




                          Introduction
 Types of Construction Projects
    1. Residential Housing     2. Buildings Construction
    3. Industrial              4. Infrastructure
Infrastructure and Heavy Construction
       Examples: roadways, bridges, water and sewer systems
       Designed by civil engineers and built by heavy construction
       contractors
       Publicly funded and affected by the government policy
       Long in duration
       Less sensitive to the ups and downs of the economy
       Heavy use of equipments
       Build Operate Transferee (BOT)
  20/09/2006                     Emad Elbeltagi                          16




                                                                              8
Introduction
Project Participants
     Different classifications and many participants are involved in a
     construction project


  Main Project Participants
          1. The Owner
          2. Design Professionals
          3. Construction Professionals
          4. Project Manager



 20/09/2006                     Emad Elbeltagi                       17




                         Introduction
Project Participants
  1. The Owner                  2. Design Professionals
  3. Construction Professionals 4. Project Manager

 The Owner or the Client
         Is the person or organization that will pay the bills

 Owner Organizations
         Public (e.g., government agencies)
         Private: individual, corporations, partnership




 20/09/2006                     Emad Elbeltagi                       18




                                                                          9
Introduction
Project Participants
  1. The Owner                  2. Design Professionals
  3. Construction Professionals 4. Project Manager
 Responsibilities
         What the project will include (scope and objectives)
         When the project can begin and when must end (schedule)
         How much can spend (budget)

 Formation
         Large companies have divisions to set up these tasks
         Small business can hire project manager, consultants, etc…..
 20/09/2006                      Emad Elbeltagi                    19




                        Introduction
Project Participants
  1. The Owner                  2. Design Professionals
  3. Construction Professionals 4. Project Manager

 Design Professional
         Examples are: architects, engineers, consultants
         Depending on the owner size, they can be part of the owner’s
         organization or hired
         In some cases, the design professional & construction
         contractor together form a design-build company



 20/09/2006                      Emad Elbeltagi                    20




                                                                        10
Introduction
Project Participants
  1. The Owner                  2. Design Professionals
  3. Construction Professionals 4. Project Manager
 Design Professional Responsibilities
         Assist the owner in developing the project scope, budget, and
         schedule
         Prepare construction documents for bidding and construction

 Architect
         Is an individual who plan and design buildings. Sometimes they
         define and provide the whole envelope of the whole project

 20/09/2006                      Emad Elbeltagi                         21




                         Introduction
Project Participants
  1. The Owner                  2. Design Professionals
  3. Construction Professionals 4. Project Manager
 Engineer
         An individual or a firm who perform specialized work associated
         with the design or construction
         They usually classified as civil, mechanical, electrical

 Engineering-Construction Firm
         An organization that combines both architect/engineering and
         construction
         Has the capability of performing of what called design-build
 20/09/2006                      Emad Elbeltagi                         22




                                                                             11
Introduction
Project Participants
   1. The Owner                  2. Design Professionals
   3. Construction Professionals 4. Project Manager
 Construction Professional
             Named as the contractor
             Responsible for physical construction of the project
             In traditional system where the owner, design, and contractors
             are separate, the contractor named a prime contractor
             The prime contractor may divide the work among sub-
             contractors

 20/09/2006                        Emad Elbeltagi                          23




                            Introduction
Project Participants
   1. The Owner                  2. Design Professionals
   3. Construction Professionals 4. Project Manager
                                       Owner


                                              Contract


                                  Prime contractor

                                              Contract
First Sub-      Civil               Mechanical                Electrical
contractor
                                   Contract

Second Sub-                    Plumbing           Elevators
 contractor



 20/09/2006                        Emad Elbeltagi                          24




                                                                                12
Introduction
Project Participants
  1. The Owner                  2. Design Professionals
  3. Construction Professionals 4. Project Manager
 Project Manager
         Named by the owner

         Responsible for the overall coordination of the project

         Clear definitions of the goals of the project.

         Investigate alternative solutions for the problems.

         Develop a detailed plan to make the selected program reality.

         Implement the plan and control the project

 20/09/2006                     Emad Elbeltagi                     25




                                                                         13

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P introduction

  • 1. Introduction Introduction Project Characteristics Defined goal or objective stated by the owner and accomplished by the project team Specific tasks to be performed Defined beginning and end Resources being consumed. The 4 Ms (Manpower, Machinery, Materials, and Money,) As the project progresses, the project team learns more about the project Information Time 20/09/2006 Emad Elbeltagi 2 1
  • 2. Introduction Project Life Cycle The project life cycle may be viewed as a process through which a project is implemented from beginning to end From the owner’s Perspective 20/09/2006 Emad Elbeltagi 3 Introduction Project Life Cycle (Project stages) Preconstruction Procurement Construction Closeout As the construction progresses, the cost increases while the influence decreases 20/09/2006 Emad Elbeltagi 4 2
  • 3. Introduction Project Life Cycle (1. Pre-construction) 1. Conceptual planning 2. Schematic Design 3. Design Development 4.Contract Documents Conceptual planning Very important for the owner (e.g., big store chains) During this stage the owner hires key consultants including the designer and project manager, selects the project site, and establish a conceptual estimate, schedule, and program The owner must gather as much reliable information as possible about the project The most important decision is to proceed with the project or not 20/09/2006 Emad Elbeltagi 5 Introduction Project Life Cycle (1. Pre-construction) 1. Conceptual planning 2. Schematic Design 3. Design Development 4.Contract Documents Schematic Design During this phase, the project team investigates alternate design solutions, materials and systems. Apply Value Engineering Completion of this stage represents about 30% of the design completion for the project 20/09/2006 Emad Elbeltagi 6 3
  • 4. Introduction Project Life Cycle (1. Pre-construction) 1. Conceptual planning 2. Schematic Design 3. Design Development 4.Contract Documents Design Development Designing the main systems and components of the project. Good communication between owner, designer, and construction manager is critical during this stage because selections during this design stage affect project appearance, construction and cost. This stage takes the project from 30% design to 60% design 20/09/2006 Emad Elbeltagi 7 Introduction Project Life Cycle (1. Pre-construction) 1. Conceptual planning 2. Schematic Design 3. Design Development 4.Contract Documents Contract Documents Final preparation of the documents necessary for the bid package such as the drawings, specifications, general conditions, and bill of quantities All documents need to be closely reviewed by the construction manager and appropriate owner personnel to decrease conflicts, and changes With the contract documents are almost complete; a detailed and complete cost estimate for the project can be done Designing the main systems and components of the project 20/09/2006 Emad Elbeltagi 8 4
  • 5. Introduction Project Life Cycle (2. Procurement) Also called Bidding and award phase The project formally transits from design into construction This stage begins with a public advertisement for all interested bidders or an invitation for specific bidders In fast-track projects, this phase overlaps with the design phase If the project is phased, each work package will be advertised and bid out individually It is very important stage to select highly qualified contractors. It is not wise to select the under-bid contractors 20/09/2006 Emad Elbeltagi 9 Introduction Project Life Cycle (3. Construction) The actual physical construction of the project This stage takes the project from procurement through the final completion It is the time where the bulk of the owner’s funds will be spent It is the outcome of all previous stages (i.e., good preparation means smooth construction) The consultant will be deployed for contract administration and construction supervision Changes during construction may hinder the progress of the project 20/09/2006 Emad Elbeltagi 10 5
  • 6. Introduction Project Life Cycle (4. Closeout) Transition from design and construction to the actual use of the constructed facility In this stage, the management team must provide documentation, shop drawings, as-built drawings, and operation manuals to the owner organization (as-built drawings are the original contract drawings adjusted to reflect all the changes that occurred) Assessment of the project team’s performance is crucial in this stage for avoiding mistakes in the future. Actual activity costs and durations should be recorded and compared with that was planned. This will serve as the basis for the estimating and scheduling of future projects 20/09/2006 Emad Elbeltagi 11 Introduction Types of Construction Projects Most designers and contractors tend to focus their efforts within specialty areas Four Categories are identified: 1. Residential Housing 2. Building Construction 3. Industrial 4. Infrastructure This classification is based on: The way the projects are funded The technologies involved The way the owner, designer, and builder interact 20/09/2006 Emad Elbeltagi 12 6
  • 7. Introduction Types of Construction Projects 1. Residential Housing 2. Building Construction 3. Industrial 4. Infrastructure Residential housing Include: homes, apartments, and low and high-rise buildings Funded by individual owners for their own use or by developers for profit They use fairly low technologies and requires little investment Large number of small designers, builders, and suppliers 1/3 of construction spending is on residential construction The builder or the owner can design 20/09/2006 Emad Elbeltagi 13 Introduction Types of Construction Projects 1. Residential Housing 2. Building Construction 3. Industrial 4. Infrastructure Non-residential Building Construction Office buildings, large apartment buildings, malls, theaters,….. It depends on the economy of a specific region Most of these projects are privately funded Designed by architect and engineer, and built by general contractor These buildings use technical support more than that in residential buildings 20/09/2006 Emad Elbeltagi 14 7
  • 8. Introduction Types of Construction Projects 1. Residential Housing 2. Buildings Construction 3. Industrial 4. Infrastructure Industrial Examples include: factories, petroleum refineries….. It is defined more by the production activities within the facility In capitalism countries, most of these facilities are privately funded Only few designers and builders are qualified to bid in these projects These projects are the most technical of all 20/09/2006 Emad Elbeltagi 15 Introduction Types of Construction Projects 1. Residential Housing 2. Buildings Construction 3. Industrial 4. Infrastructure Infrastructure and Heavy Construction Examples: roadways, bridges, water and sewer systems Designed by civil engineers and built by heavy construction contractors Publicly funded and affected by the government policy Long in duration Less sensitive to the ups and downs of the economy Heavy use of equipments Build Operate Transferee (BOT) 20/09/2006 Emad Elbeltagi 16 8
  • 9. Introduction Project Participants Different classifications and many participants are involved in a construction project Main Project Participants 1. The Owner 2. Design Professionals 3. Construction Professionals 4. Project Manager 20/09/2006 Emad Elbeltagi 17 Introduction Project Participants 1. The Owner 2. Design Professionals 3. Construction Professionals 4. Project Manager The Owner or the Client Is the person or organization that will pay the bills Owner Organizations Public (e.g., government agencies) Private: individual, corporations, partnership 20/09/2006 Emad Elbeltagi 18 9
  • 10. Introduction Project Participants 1. The Owner 2. Design Professionals 3. Construction Professionals 4. Project Manager Responsibilities What the project will include (scope and objectives) When the project can begin and when must end (schedule) How much can spend (budget) Formation Large companies have divisions to set up these tasks Small business can hire project manager, consultants, etc….. 20/09/2006 Emad Elbeltagi 19 Introduction Project Participants 1. The Owner 2. Design Professionals 3. Construction Professionals 4. Project Manager Design Professional Examples are: architects, engineers, consultants Depending on the owner size, they can be part of the owner’s organization or hired In some cases, the design professional & construction contractor together form a design-build company 20/09/2006 Emad Elbeltagi 20 10
  • 11. Introduction Project Participants 1. The Owner 2. Design Professionals 3. Construction Professionals 4. Project Manager Design Professional Responsibilities Assist the owner in developing the project scope, budget, and schedule Prepare construction documents for bidding and construction Architect Is an individual who plan and design buildings. Sometimes they define and provide the whole envelope of the whole project 20/09/2006 Emad Elbeltagi 21 Introduction Project Participants 1. The Owner 2. Design Professionals 3. Construction Professionals 4. Project Manager Engineer An individual or a firm who perform specialized work associated with the design or construction They usually classified as civil, mechanical, electrical Engineering-Construction Firm An organization that combines both architect/engineering and construction Has the capability of performing of what called design-build 20/09/2006 Emad Elbeltagi 22 11
  • 12. Introduction Project Participants 1. The Owner 2. Design Professionals 3. Construction Professionals 4. Project Manager Construction Professional Named as the contractor Responsible for physical construction of the project In traditional system where the owner, design, and contractors are separate, the contractor named a prime contractor The prime contractor may divide the work among sub- contractors 20/09/2006 Emad Elbeltagi 23 Introduction Project Participants 1. The Owner 2. Design Professionals 3. Construction Professionals 4. Project Manager Owner Contract Prime contractor Contract First Sub- Civil Mechanical Electrical contractor Contract Second Sub- Plumbing Elevators contractor 20/09/2006 Emad Elbeltagi 24 12
  • 13. Introduction Project Participants 1. The Owner 2. Design Professionals 3. Construction Professionals 4. Project Manager Project Manager Named by the owner Responsible for the overall coordination of the project Clear definitions of the goals of the project. Investigate alternative solutions for the problems. Develop a detailed plan to make the selected program reality. Implement the plan and control the project 20/09/2006 Emad Elbeltagi 25 13