Introduction to

Construction Project
Stages

Dr. D.M.
Tshobotlwane
Definition of a Project
A project is a series of related a tasks which
when they are carried out in the correct
order will lead to the completion of the
project.
Projects are temporary, generally resulting
in the creation of a tangible product or
outcome.
This is as opposed to a programme, which
is a series of interrelated projects that may
be carried out repeatedly or continuously in
order to support an ongoing process
SACPCMP: The South African
Council for the Project and
Construction Management
Professions

FIDPM: Framework for

Infrastructure Delivery and
Procurement Management
Comparison of project stages
SACPCMP FIDPM
Initiation Initiation
Concept and Concept
Viability Design
Design development
Development Design
Documentation documentation
and Procurement Works
Construction Hand over
Project Close Out Closeout
1. Initiation
Agreeing client requirements and preferences,
assessing user needs and options,
appointment of necessary consultants in establishing
project brief, objectives, priorities, constraints,
assumptions and strategies in consultation with the
client.
Standard Services
1.1. Facilitate the development of a Clear Project Brief
(PM)
1.2. Establish the client's Procurement Policy for the
Project
1.3. Assist the client in the procurement of the necessary
and appropriate consultants including the clear definition
of their roles, responsibilities and liabilities.
1. Initiation (cont…)
1.4. Establish in conjunction with the client,
consultants, and all relevant authorities the site
characteristics necessary for the proper design and
approval of the intended project
1.5. Manage the integration of the preliminary
design to form the basis for the initialviability
assessment of the project
1.6. Prepare, co-ordinate and monitor a Project
Initiation Programme
1. 7. Facilitate the preparation of the Preliminary
Viability Assessment of the project
1.8. Facilitate client approval of all Stage 1
documentation
Project Management
Deliverables
Project Brief
Project Procurement Policy
Signed Consultant/Client Agreements
Project Initiation Programme
Record of all meetings
Approval by Client to proceed to Stage
2
 2. CONCEPT AND VIABILITY
Finalization of the project concept and feasibility
Standard Services
2. 1. Assist the client in the procurement of the necessary
and appropriate consultants including the clear definition
of their roles, responsibilities and liabilities (PM).
2.2. Advise the client on the requirement to appoint a
Health and Safety Consultant
2.3. Communicate the project brief to the consultants and
monitor the development of the Concept and Feasibility
within the agreed brief
2.4. Co-ordinate and integrate the income stream
requirements of the client into the concept design and
feasibility
2. CONCEPT AND VIABILITY
(cont…)
2.5. Agree the format and procedures for cost
control and reporting by the cost consultants on
the project.
2.6. Manage and monitor the preparation of the
project costing by other consultants
2. 7. Prepare and co-ordinate an Indicative Project
Documentation and Construction Programme
2.8. Manage and integrate the concept and
feasibility documentation for presentation to the
client for approval
2.9. Facilitate client approval of all Stage 2
documentation
Project Management
Dellverables
Signed Consultant/Client Agreements
Indicative Project Documentation and
Construction Programme.
Approval by Client to proceed to Stage
3
3. DESIGN DEVELOPMENT
Manage, co-ordinate and integrate the detail
design development process within the project
scope, time, cost and quality parameters.
Standard Services
3.1. Assist the client in the procurement of the
balance of the consultants including the clear
definition of their roles, responsibilities and
liabilities.
3.2. Establish and co-ordinate the formal and
informal communication structure, processes
and procedures for the design development of
the project.
3. DESIGN DEVELOPMENT
(cont…)
3.3. Prepare, co-ordinate and agree a detailed Design
and Documentation Programme, based on an updated
Indicative Construction Programme, with all consultants
3.4. Manage, co-ordinate and integrate the design by
the consultants in a sequence to suit the project design,
documentation programme and quality requirements.
3.5. Conduct and record the appropriate planning, co-
ordination and management meetings
3.6. Facilitate any input from the design consultants
required by Construction Manager on constructability.
3.7. Facilitate any input from the design consultants
required by Health and Safety consultant
3. DESIGN DEVELOPMENT
(cont…)
3.8. Manage and monitor the timeous submission by
the design team of all plans and documentation to
obtain the necessary statutory approvals
3.9. Establish responsibilities and monitor the
information flow between the design team, including
the cost consultants.
3.10. Monitor the preparation by the cost consultants
of cost estimates, budgets, and cost reports
3.11. Monitor the cost control by the cost
consultants/QS to verify progressive design
compliance with approved budget, including
necessary design reviews to achieve budget
compliance
3. DESIGN DEVELOPMENT
(cont…)
3.12. Facilitate and monitor the timeous technical
co-ordination of the design by the design team
3.13. Facilitate client approval of all Stage 3
documentation
Project Management Deliverables
Signed Consultant/Client Agreements
Detailed Design & Documentation Programme
Updated Indicative Construction Programme
Record of all meetings
Approval by Client to proceed to Stage 4
4. DOCUMENTATION AND
PROCUREMENT
The process of establishing and implementing
procurement strategies and procedures,
including the preparation of necessary
documentation, for effective and timeous
execution of the project.
Standard Services
4.1. Select, recommend and agree the
Procurement Strategy for contractors,
subcontractors and suppliers with the client
and consultants
4.2. Prepare and agree the Project
Procurement Programme.
4. DOCUMENTATION AND
PROCUREMENT (cont…)
4.3. Co-ordinate and monitor the preparation of
the tender documentation by the consultants in
accordance with the Project Procurement
Programme.
4.4. Facilitate and monitor the preparation by
the Health and Safety Consultant of the Health
and Safety Specification for the project
4.5. Manage the tender process in accordance
with agreed procedures, including calling for
tenders, adjudication of tenders, and
recommendation of appropriate contractors
for approval by the client.
4. DOCUMENTATION AND
PROCUREMENT (cont…)
4.6. Advice the client, in conjunction with other
consultants on the appropriate insurances
required for the implementation of the project.
4.7. Monitor the reconciliation by the cost
consultants of the tender prices with the
project budget
4.8. Agree the format and procedures for
monitoring and control by the cost consultants
of the cost of the works.
4.9. Facilitate client approval of the tender
recommendations.
4. DOCUMENTATION AND
PROCUREMENT (cont…)
Project Management Deliverables
Contractors, subcontractors, and suppliers
Procurement Strategy
Project Procurement Programme
Project Tender/Contract Conditions
Record of all meetings
Approval by Client of tender
recommendation(s) .
5. CONSTRUCTION
The management and administration of the
construction contracts and processes,
including the preparation and co-ordination
of the necessary documentation to
facilitate effective execution of the works.
Standard Services
5.1. Appoint contractor(s) on behalf of the
client including the finalization of all
agreements.
5.2. Instruct the contractor on behalf of the
client to appoint subcontractors.
5. CONSTRUCTION (cont…)
5.3. Receive, co-ordinate, review and obtain approval of
all contract documentation provided by the contractor,
subcontractors, and suppliers for compliance with all of
the contract requirements.
5.4. Monitor the ongoing projects insurance
requirements.
5.5. Facilitate the handover of the site to the contractor.
5.6. Establish and co-ordinate the formal and informal
communication structure and procedures for the
construction process.
5.7. Regularly conduct and record the necessary site
meetings
5. CONSTRUCTION (cont…)
5.8. Monitor, review and approve the preparation of
the Contract Programme by the contractor.
5.9. Regularly monitor the performance of the
contractor against the Contract Programme.
5.10. Review and adjudicate circumstances and
entitlements that may arise from any changes
required to the Contract Programme.
5.11. Monitor the preparation of the contractor's
Health and Safety Plan and approval thereof by the
Health and Safety Consultant.
5.12. Monitor the auditing of the Contractors' Health
and Safety Plan by the Health and Safety
Consultant.
5. CONSTRUCTION (cont…)
5.13. Monitor the compliance by the contractors of
the requirements of the Health and Safety Consultant.
5.14. Monitor the production of the Health and Safety
File by the Health and Safety Consultant and
contractors
5.15. Monitor the preparation by the Environmental
Consultants of the Environmental Management Plan
5.16. Establish the construction information
distribution procedures. 5.17. Agree and monitor the
Construction Documentation Schedule for timeous
delivery of required information to the contractors.
5.18. Expedite, review and monitor the timeous issue
of construction information to the contractors.
5. CONSTRUCTION (cont…)
5.19. Manage the review and approval of all
necessary shop details and product propriety
information by the design consultants.
5.20. Establish procedures for monitoring,
controlling and agreeing all scope and cost
variations.
5.21. Agree the quality assurance procedures and
monitor the implementation thereof by the
consultants and contractors.
5.22. Monitor, review, approve and certify monthly
progress payments.
5.23. Receive, review and adjudicate any
contractual claims.
5. CONSTRUCTION (cont…)
5.24. Monitor the preparation the preparation of
monthly cost reports by the cost consultants.
5.25. Monitor long lead items and off-site
production by the contractors and suppliers.
5.26. Prepare monthly project reports including
submission to the client
5.27. Manage, co-ordinate and monitor all
necessary testing and commissioning by
consultants and contractors.
5.28. Co-ordinate, monitor and issue the Practical
Completion Lists and the Certificate of Practical
Completion.
5. CONSTRUCTION (cont…)
5.29. Co-ordinate and monitor the
preparation and issue of the Works
Completion List by the consultants to the
contractors.
5.30. Monitor the execution by the
contractors of the defect items to achieve
Works Completion.
5.31. Facilitate and co-ordinate adequate
access with the occupant for the
rectification of defects by the contractors
5. CONSTRUCTION (cont…)
Project Management Deliverables
Signed Contractor(s) Agreements
Agreed Contract Programme
Adjudication and award of contractual
claims
Construction Documentation Schedule
Monthly progress payment certificates
Monthly project progress reports.
Record of all meetings
Certificates of Practical Completion.
6. CLOSE OUT
The process of managing and administering the
project closeout, including preparation and co-
ordination of the necessary documentation to
facilitate the effective operation of the project
Standard Services
6.1. Issue the Works Completion Certificate
6.2. Manage, co-ordinate and expedite the
preparation by the design consultants of all as-
built drawings and design documentation.
6.3. Manage and expedite the procurement of all
operating and maintenance manuals as well as
all warrantees and guarantees.
6. CLOSE OUT (cont…)
6.5. Manage the finalization of the Health and
Safety File for submission to the Client.
6.6. Co-ordinate, monitor and manage the
rectification of defects during the Defects Liability
Period.
6.7. Manage, co-ordinate and expedite the
preparation and agreement of the final account by
the cost consultants with the relevant contractors.
6.8. Co-ordinate, monitor and issue the Final
Completion Defects list and Certificate of Final
Completion.
6.9. Prepare and present Project Closeout Report.
6. CLOSE OUT (cont…)
Project Management Deliverables
Works Completion Certificate
Certificate of Final Completion
Record of all meetings
Project closeout report