Common use of Preconstruction Phase Clause in Contracts

Preconstruction Phase. 3.1. Provide detailed coordination of the assigned Projects utilizing the District- approved Program Manager’s procedures. CM to serve as the focal point of communication, transmitting information to the District/ and to the Project team on general aspects of the Project, including planning, scheduling, cost management, progress reporting, design review, dispute resolution, and documentation. Communications from the construction contractor(s) to the District/Program Manager and Project design team shall be through the Construction Manager. The Construction Manager shall receive simultaneous copies of all written communications from the District/Program Manager or the Project design team to the construction contractor(s). CM to utilize the PMIS to document issues, archive project documentation and all project specific information. 3.2. Utilize the District-approved Program Manager’s implementation procedures, forms, and reporting requirements for the assigned Projects that involve all members of the Project teams, including the District, Program Manager, design professional(s), and construction contractor(s). 3.3. Provide value engineering at the Schematic Design and/or 100% Design Development Phase. This evaluation will consist of a review of the proposed materials, equipment, systems and other items depicted in the Design Documents and shall be coordinated with the District’s design guidelines and design professional(s). The Construction Manager will prepare a value engineering report will document the results of the evaluation and make recommendations to the District with respect to alternatives, deletions, or amendments of such proposed items that pertain to the anticipated construction costs, useful life, maintenance and operational costs and efficiencies. The Construction Manager shall provide to the District value engineering recommendations and cost/benefit analysis of those recommendations. 3.4. Perform or subcontract for constructability reviews of each Project at the Design Development Phase and at 90% Construction Documents. The Construction Manager shall review the Design Documents for clarity, consistency, constructability and coordination. The results of the review shall be provided in writing and as notations on the documents to the District. The Construction Manager shall also make recommendations to the District with respect to constructability, construction cost, sequence of construction, construction duration and separation of the contracts for various portions of the Project into categories of the work and separate bid trade packages. However, the Construction Manager is not responsible for providing, nor does the Construction Manager control, the Project design or the contents of the Design Documents. The Construction Manager’s actions in reviewing the Project design and the Design Documents and in making recommendations as provided herein are advisory only to the District. The design professional(s) are not third party beneficiaries of the Construction Manager’s work described in this paragraph and the design professional(s) remains solely responsible for the contents of design drawings and the Design Documents. 3.5. Develop master bid/award schedule(s) including construction milestones for the Project through the completion of construction, as directed by the District, in coordination with design professional(s) and advise and consult with the District and Program Manager. Construction Manager shall review and approve construction contractor(s)’ schedules, but shall not dictate any construction contractor(s)’ means and/or methods of performance. Provide electronic schedule updates in accordance with the District-approved Program Manager’s procedures and a software standards. 3.6. Establish schedules for the soils consultant, for any hazardous materials testing and other consultants, and review costs, estimates, and invoices of each. 3.7. Implement the PMIS to support such functions as planning, organizing, scheduling, budgeting, reporting progress and identifying and documenting problems and solutions for the Project. The system will allow for monthly progress reports to the District and Program Manager regarding the schedule for the Project. 3.8. Organize an initial planning workshop to create baseline parameters for the Project, to define overall building requirements, Project strategy, conceptual budget and schedule. Pursuant to understandings reached at these meetings, the Construction Manager will develop an implementation plan that identifies the various phases of the Project, coordination among phases, and budget and time constraints for each phase of the Project. The plan will include a detailed strategy, master budget and master schedule as well as identification of critical events and milestone activities. Plans will be submitted to the Program Manager for District approval and updates provided as requested. 3.9. Attend all planning, programming and master site planning meetings relating to the Project. 3.10. Provide updated cost estimates for the Project at the Schematic Design, Design Development, and Construction Documents Phase as directed by District; coordinate with design professional(s) and reconcile cost estimates with design professional(s)’ estimates. 3.11. Advise District and Program Manager regarding “green building” technology and lifecycle costing, when applicable and in compliance with the District- approved Program Manager’s procedures.

Preconstruction Phase. 3.1. Provide detailed overall coordination of the assigned Projects utilizing the District- approved Program Manager’s procedures. CM to Project; serve as the focal point of communication, transmitting information to the District/ District and to the Project team on general aspects of the Project, including planning, scheduling, cost management, progress reporting, design review, dispute resolution, and documentation. Communications from the construction contractor(s) to the District/Program Manager District and Project design team shall be through the Construction Manager. The Construction Manager shall receive simultaneous copies of all written communications from the District/Program Manager District or the Project design team to the construction contractor(s). CM to utilize the PMIS to document issues, archive project documentation and all project specific information. 3.2. Utilize the Develop and implement District-approved Program Manager’s implementation procedures, forms, and reporting requirements for the assigned Projects Project that involve all members of the Project teams, including the District, Program Manager, design professional(s), and construction contractor(s). 3.3. Provide value engineering at the Schematic Design and/or 100% Design Development Phase and 50% Construction Documents Phase. This evaluation will consist of a review of the proposed materials, ; equipment, systems and other items depicted in the Design Documents and shall be coordinated with the District’s design guidelines and design professional(s). The Construction Manager will prepare a value engineering report will document the results of the evaluation and make recommendations to the District with respect to alternatives, deletions, or amendments of such proposed items that pertain to the anticipated construction costs, useful life, maintenance and operational costs and efficiencies. The Construction Manager shall provide to the District value engineering recommendations and cost/benefit analysis of those recommendations. 3.4. Perform or subcontract for constructability reviews of each Project at the Design Development Phase 50% and at 90% Construction Documents. The Construction Manager shall review the Design Documents for clarity, consistency, constructability and coordination. The results of the review shall be provided in writing and as notations on the documents to the District. The Construction Manager shall also make recommendations to the District with respect to constructability, construction cost, sequence of construction, construction duration and separation of the contracts for various portions of the Project into categories of the work and separate bid trade packages. However, the Construction Manager is not responsible for providing, nor does the Construction Manager control, the Project design or the contents of the Design Documents. The Construction Manager’s actions in reviewing the Project design and the Design Documents and in making recommendations as provided herein are advisory only to the District. The design professional(s) are not third party beneficiaries of the Construction Manager’s work described in this paragraph and the design professional(s) remains solely responsible for the contents of design drawings and the Design Documents. 3.5. Develop master bid/award schedule(s) including construction milestones for the Project through the completion of construction, as directed by the District, in coordination with design professional(s) and advise and consult with the District and Program ManagerDistrict. Construction Manager shall review and approve construction contractor(s)’ schedules, but shall not dictate any construction contractor(s)’ means and/or methods of performance. Provide electronic schedule updates in accordance with the District-approved Program Manager’s procedures and a software standards. 3.6. Establish schedules for the soils consultant, for any hazardous materials testing and other consultants, and review costs, estimates, and invoices of each. 3.7. Implement the PMIS Develop and implement a management control system to support such functions as planning, organizing, scheduling, budgeting, reporting progress and identifying and documenting problems and solutions for the Project. The system will allow for monthly progress reports to the District and Program Manager regarding the schedule for the Project. 3.8. Organize an initial planning workshop to create baseline parameters for the Project, to define overall building requirements, Project strategy, conceptual budget and schedule. Pursuant to understandings reached at these meetings, the Construction Manager will develop an implementation plan that identifies the various phases of the Project, coordination among phases, and budget and time constraints for each phase of the Project. The plan will include a detailed strategy, master budget and master schedule as well as identification of critical events and milestone activities. Plans will be submitted to the Program Manager for District approval and updates provided as requested. 3.9. Attend all planning, programming and master site planning meetings relating to the Project. 3.10. Provide updated cost estimates for the Project at the Schematic Design, Design Development, and Construction Documents Phase as directed by District; coordinate with design professional(s) and reconcile cost estimates with design professional(s)’ estimates. 3.11. Advise District and Program Manager regarding “green building” technology and lifecycle costing, when applicable and in compliance with the District- approved Program Manager’s proceduresapplicable.