Schedule Detail Terms & Tasks
Created by Privv Support, Modified on Fri, 10 Mar, 2023 at 4:48 PM by Privv Support
| Schedule | Tasks |
| Project Development Plan | |
| Create financial model or Pro-Forma | |
| Identify funding sources and applicable uses | |
| Develop and structure procurement contracts | |
| Define and initiate process for selection of design team | |
| Define and initiate process for selection of construction team | |
| Develop project budget estimate | |
| Identify method of construction delivery | |
| Create milestone project schedule | |
| Financial Plan | |
| Establish a detailed project budget | |
| Ensure eligible expenditures are funded from appropriate sources | |
| Maintain client compliance with its obligations to respective funding agency | |
| Property Analysis | |
| Identify Property Location | |
| Identify street address nearest transit interstate specialized intersection | |
| Catalogue area context with narrative and photos | |
| Note existing land uses with 1/2 to 1 mile | |
| Identify potential issues (environmental noise access restrictions etc.) | |
| Identify building and development characteristics use types building heights development density | |
| Catalogue all offsite improvements (roadways curb cuts transit stops utilities etc.) | |
| Catalogue all on-site improvements (utilities topography environmental) | |
| Obtain county Assessors Records | |
| Obtain available records of ownership | |
| Identify need for lot split or parcel consolidation | |
| Identify jurisdictional official (national state county city local University etc.) | |
| Catalogue Zoning History (historical files general plan area plan zoning maps etc. ) | |
| Catalogue City Engineering Records (Quarter section maps city utility maps private utility records) | |
| Generate Property Analysis Report of Findings (Exhibit B) | |
| Due Diligence | |
| Determine property valuation | |
| Review Phase I Environmental | |
| Review Phase II (If applicable) | |
| Obtain ALTA Survey | |
| Obtain Title Report | |
| Obtain purchase agreements settlement documents affidavits | |
| Property Acquisition | |
| Property analysis and value determination | |
| Obtain required entitlements appraisals tenant relocation and items nectary to acquire control of the project site | |
| Coordinate property acquisition and relocation in compliance with federal state and city requirements | |
| Develop Project Management Plan | |
| Define programming requirements | |
| Create plan for fulfilling requirements | |
| Establish Project Criteria | |
| Develop Project Procedures Manual | |
| PPM - Budget and cost control monitoring | |
| PPM - Project schedule development maintenance and reporting | |
| PPM - Project methods and procedures - Bidding | |
| PPM - Project methods and procedures - Pay requests payment format and frequency | |
| PPM - Project methods and procedures - Change orders – design and construction | |
| PPM - Project methods and procedures - Submittals | |
| PPM - Project methods and procedures - Correspondence | |
| PPM - Project methods and procedures - Reports | |
| PPM - Project methods and procedures - Closeout | |
| PPM - Correspondence distribution | |
| PPM - Meeting type and frequency | |
| PPM - Design review process & procedure | |
| PPM - Decision authority | |
| PPM - Project acceptance & closeout | |
| Program (Programming Phase) | |
| Program - Achieve Program Approval | |
| Initial Project Schedule | |
| Refine Project Schedule | |
| Initial Project Estimate (Budget) | |
| Update concept estimate with probably costs | |
| Review budgeted costs and exclusions | |
| Receive approval of concept estimate | |
| Initial Project Cash Flow | |
| Develop draft Cash Flow & Financing model for review | |
| Receive approval of Cash Flow | |
| Consultant RFP Phase | |
| Develop and solicit RFP (Exhibit C)- Architectural Structural MEP Landscape | |
| Evaluate (Exhibit D) - Architectural Structural MEP Landscape | |
| Develop and solicit RFP (Exhibit C)- Civil Engineering and Surveying | |
| Evaluate (Exhibit D) - Civil Engineering | |
| Develop and solicit RFP (Exhibit C)- Traffic Engineering | |
| Evaluate (Exhibit D) - Traffic Engineering | |
| Develop and solicit RFP (Exhibit C)- Geotechnical Engineering | |
| Evaluate (Exhibit D) - Geotechnical Engineering | |
| Develop and solicit RFP (Exhibit C)- Signage Consultant/Contractor | |
| Evaluate (Exhibit D) - Signage Consultant | |
| Develop and solicit RFP (Exhibit C)- Low Voltage – Security audio video IT | |
| Evaluate (Exhibit D) - Low Voltage - Security audio video IT | |
| Develop and solicit RFP (Exhibit C) - Materials Testing | |
| Evaluate (Exhibit D) - Materials Testing | |
| Consultant Awards & Negotiations | |
| Award - Architectural | |
| Award - Civil Engineering and Surveying | |
| Award - Traffic Engineering | |
| Award - Geotechnical Engineering | |
| Award - Signage Consultant | |
| Award - Low Voltage - Security audio video IT | |
| Award - 3rd Party Peer Reviewer | |
| Award - Materials Testing | |
| Contract Final - Design Team | |
| Execute Contract - Architectural | |
| Execute Contract - Civil Engineering and Surveying | |
| Execute Contract - Traffic Engineering | |
| Execute Contract - Geotechnical Engineering | |
| Execute Contract - Signage Consultant | |
| Execute Contract - Specialty Graphics | |
| Execute Contract - 3rd Party Peer Reviewer | |
| Execute Contract - Materials Testing | |
| Update Project Org. Chart | |
| Update Project Management Plan (PMP) | |
| Update Project Procedures Manual (PPM) | |
| Basis of Design (BOD) | |
| Develop Basis of Design | |
| Basis of Design Approval | |
| Review Basis of Design provide redlines comments edits | |
| Receive Basis of Design Approval | |
| Update Project Management Plan (PMP) | |
| Concept Design | |
| Schedule Design Meetings and work sessions | |
| Document and publish Design Meeting Minutes | |
| Publish Concept Plans for review | |
| Receive approval to proceed to SD Phase | |
| 50% Schematic Design | |
| Develop 50 SD Set | |
| Publish 50% SD Set | |
| Review 50% SD for compliance with BOD | |
| Review 50% SD for Budget compliance | |
| Receive approval to proceed to 100% SD | |
| 100% Schematic Design | |
| Develop 100% SD Set | |
| Publish 100% SD Set | |
| Perform 100% SD Estimate | |
| Review 100% SD A/E deliverable for contract compliance | |
| Facilitate design progress review with AHJ (e.g. Permitting) | |
| Publish necessary corrections for BOD & 100 SD Deliverable | |
| Receive approval to proceed to DD Phase | |
| Value Engineering Review I (30%) | |
| Schedule Value Engineering work sessions | |
| Receive approval of CML to proceed with design revisions | |
| Project Budget Update & Approval | |
| Update Project Budget with Target CML | |
| Receive approval of updated Project Budget | |
| 50% Design Development | |
| Develop 50% DD Set | |
| Publish 50% DD Set | |
| Perform 50% DD Estimate Compare to CML | |
| Review 50% DD for compliance with BOD & CML | |
| Receive approval to proceed to 100% SD | |
| 100% Design Development | |
| Develop 100% DD Set | |
| Publish 100% DD Set | |
| Perform 100% DD Estimate | |
| Review 100% DD for compliance with BOD & CML & AHJ | |
| Review 100% DD A/E deliverable for contract compliance | |
| Facilitate design progress review with AHJ (e.g. Permitting) | |
| Publish necessary corrections for BOD & 100 SD Deliverable | |
| Receive approval to proceed to CD Phase | |
| Value Engineering Review II (75%) | |
| Update Cost Management Log \CML\ (Value Engineering) | |
| Schedule Value Engineering work sessions | |
| Receive approval of CML to proceed with design revisions | |
| Project Budget Update & Approval | |
| Receive approval of updated Project Budget | |
| 50% Construction Document Design | |
| Develop 50% CD Set | |
| Publish 50% CD Set | |
| Perform 50% CD Estimate Compare to CML | |
| Review 50% CD for compliance with BOD & CML & AHJ | |
| Receive approval to proceed to 90% CD | |
| 90% Construction Document Design | |
| Develop 90% CD Set | |
| Publish 90% CD Set | |
| Perform 90% CD Estimate | |
| Review 90% DD for compliance with BOD & CML & AHJ | |
| Facilitate design progress review with AHJ (e.g. Permitting) | |
| Publish necessary corrections for BOD & 100 SD Deliverable | |
| Receive approval to proceed to Permit Phase | |
| Permit Review | |
| Develop Permit set | |
| Publish Permit Set | |
| A/E Submit plans for Permit Review | |
| Schedule status update meetings (A/E & Permit Review Team) | |
| Perform Permit Set Cost Estimate | |
| Publish necessary corrections for CML BOD AHJ (Permit revisions) | |
| Project Budget Update & Approval | |
| Receive approval of updated Project Budget | |
| 100% Construction Document Design | |
| Develop 100% CD Set | |
| Publish 100% CD Set | |
| Submit 100% CD Set for Permit Approval | |
| Review 100% CD for compliance with BOD & CML | |
| Review 100% CD A/E deliverable for contract compliance | |
| Publish necessary corrections for BOD CML Issue for Construction Set | |
| Receive approval to proceed to CD Phase | |
| Permit Approval | |
| Receive Permit Approval from AHJ | |
| Update and Publish Stamped IFC Set | |
| Issued For Construction Design | |
| Publish IFC Set | |
| Construction Management RFP Phase | |
| Confirm method of procurement (CM) | |
| Pre-Qualify Candidates | |
| Develop scoring & award criteria (Exhibit E) | |
| Develop and solicit RFP for CM Services | |
| Receive RFP Proposals | |
| Review proposals and request clarifications (if needed) | |
| Hold CM Interviews and Presentations | |
| Prepare bid analysis for review | |
| Construction Management Award & Negotiations | |
| Recommend for Award CM | |
| Receive approval to Award | |
| Notify CM of Award | |
| Commence Contract Negotiations | |
| Receive approval to make edits | |
| Revise/Update contract | |
| Contract Final - Construction Manager | |
| Update and Publish Final Contract | |
| Execute Contract - Construction Manager | |
| Distribute Contract for record | |
| GMP Review Phase | |
| CM Issue GMP Proposal | |
| Review CM GMP Proposal | |
| Revise & Update GMP Proposal | |
| Recommend for Approval to Client (GMP) | |
| Budget Update & Approval | |
| Present updated Project Budget and Schedule to Client for review | |
| Receive approval of Updated Project Budget and Schedule incorporating GMP | |
| Receive approval from Client to proceed with NTP and commence work | |
| GMP Approval & Contract Amendment | |
| Execute Amendment to CM Agreement incorporating GMP | |
| Update Master Budget and Cash Flow | |
| Update Master Schedule | |
| Update Project Management Plan (PMP) | |
| Update Project Procedures Manual (PPM) | |
| Notice To Proceed (NTP) | |
| Issue Formal Notice to Proceed to CM | |
| Project kick-off meeting (Intro team members roles & responsibilities) | |
| Project kick-off meeting (site logistics safety protocols site safety plan) | |
| Establish SWPPP permit plan and requirements | |
| Establish contractor's proof of insurance and bonds | |
| Ground Breaking Ceremony If Applicable | |
| FF&E Procurement Phase | |
| Develop and solicit RFP - Signage | |
| Evaluate RFP | |
| Award RFP Contracts | |
| Execute contract | |
| Develop Furnish and Installation Schedule | |
| Testing and commission | |
| FF&E Awards & Negotiations | |
| Award - Signage | |
| Award - Sponsorship Signage & Branding | |
| Award - Food Service Equipment | |
| Award - Facility Operations | |
| Award - Team Operations | |
| Award - Specialty Lighting / Sports Lighting | |
| Award - Field / Event Surface | |
| Award - Furnishings | |
| Award - Fixed and Loose Seating | |
| Award - Technology (DAS & WIFI) | |
| Award - Technology (Converged Network) | |
| Award - Technology (Audio System) | |
| Award - Technology (Video Displays) | |
| Award - Technology (Video Displays - Marquee) | |
| Award - Technology (Video Production) | |
| Aware - Technology (Broadcast Cabling) | |
| Award - Technology (IPTV) | |
| Award - Technology (TV Displays) | |
| Award - Technology (POS) | |
| Award - Technology (Security) | |
| Furnish & Install - FF&E | |
| Furnish & Install - Signage | |
| Furnish & Install - Sponsorship Signage & Branding | |
| Furnish & Install - Food Service Equipment | |
| Furnish & Install - Facility Operations | |
| Furnish & Install - Team Operations | |
| Furnish & Install - Specialty Lighting / Sports Lighting | |
| Furnish & Install - Field / Event Surface | |
| Furnish & Install - Furnishings | |
| Furnish & Install - Fixed and Loose Seating | |
| Furnish & Install - Technology (DAS & WIFI) | |
| Furnish & Install - Technology (Converged Network) | |
| Furnish & Install - Technology (Audio System) | |
| Furnish & Install - Technology (Video Displays) | |
| Furnish & Install - Technology (Video Displays - Marquee) | |
| Furnish & Install - Technology (Video Production) | |
| Furnish & Install - Technology (Broadcast Cabling) | |
| Furnish & Install - Technology (IPTV) | |
| Furnish & Install - Technology (TV Displays) | |
| Furnish & Install - Technology (POS) | |
| Furnish & Install - Technology (Security) | |
| Mobilization | |
| Site Office Set-Up | |
| SWPPP Installation | |
| Site Mobilization | |
| Construction Phase (0 - 25%) | |
| Construction Progress 25% | |
| Review Construction progress & contingency reserve | |
| Update Master Budget & Schedule | |
| Receive approval for Updated Master Budget & Schedule | |
| Construction Phase (25 - 50%) | |
| Construction Progress 50% | |
| Review Construction progress & contingency reserve | |
| Update Master Budget & Schedule | |
| Receive approval for Updated Master Budget & Schedule | |
| Construction Phase (50 - 75%) | |
| Construction Progress 75% | |
| Review Construction progress & contingency reserve | |
| Update Master Budget & Schedule | |
| Receive approval for Updated Master Budget & Schedule | |
| Construction Phase (75 - 100%) | |
| Construction Progress 100% | |
| Review Construction progress & contingency reserve | |
| Update Master Budget & Schedule | |
| Receive approval for Updated Master Budget & Schedule | |
| Comissioning & Training | |
| Initial Commissioning Review & Inspections | |
| Issue corrective reports | |
| Field corrections | |
| Finalize Commissioning for Sign Off | |
| Substantial Completion | |
| AHJ Inspections | |
| Life Safety Inspections | |
| Health Department Inspections | |
| A/E Inspections | |
| CM field corrections following inspections | |
| Approval of Inspections | |
| Issuance of Temporary Certificate of Occupancy (TCO) | |
| Receive Architect of Record - Substantial Completion Form | |
| Issuance of Post Construction Check List (Exhibit K) | |
| Issuance of Punch List | |
| Certificate of Occupancy | |
| Finalize Post Construction Checklist (Exhibit K) | |
| Schedule and distribute post-construction activities and completion | |
| Complete Punch List work | |
| Finalize TCO action items for issuance of Certificate of Occupancy (CO) | |
| Occupancy & Move-In | |
| Receive CO | |
| Closeout | |
| CM Submit Closeout Package for review | |
| Review of Closeout Package | |
| Receive Attic Stock | |
| Schedule 12-month warranty walk through (11-months after SC) | |
| Approval of Closeout Package | |
| Final Payments | |
| Reconciliation of total Project Costs and Contracts | |
| Update Project Budget and Schedule | |
| Receive approval for Updated Master Budget & Schedule | |
| Issuance of Final Payments | |
| Historical Data (Privv) | |
| Compile all project data and costs for Privv Historical | |
| Update and finalize Final Project Report (reconcile PMP PPM) | |
| Compile all project data and costs for Privv Historical |
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