INDONESIA MANAGEMENT MANUAL FOR OWNER PAU Ts)Indonesia Construction Project Management Manual for Owner Ver 1.0 2019 oe Ministry of Land, Ministry of Public Works _vour Infrastructure and Transport and Housing . Indonesian Society of |, Construction Management © Project Management CMAK Association of Korea Professionals Korea Institute of Construction g Engineering and ManagementDocumentation Page Report _ —- Govemmment_ «== —SsRecipient’s September, No Accession No. Catalog No. Report Date "2019 Title Indonesia Construction Project Management Manual Bosik Son, Amgho Yu, Hyounseung Jang, Heesung Cha, JeongWook Son, Authors “Mfoon-Hyeong Kane Performing Organization Korea Institute of Construction Engineering and Management ‘Name Sponsoring Construction Management Association Kerea-Indonesia Construction Agency Name of Korea Collaboration Committee Supplementary Peet perfoned in cooperation withthe Koren indonesia Constucon Colabrtin Peotes Comite ux suppor of Ministry of Land, Inffastructre, and Transport and Ministry of Public Works and Housing (Indonesia) Abstract This manual has been constituted to provide generic guidance on works, methods, procedures, etc, that a Construction Project Manager needs to perform throughout the life-cycle of a constmetion project. Also, this mannal is intened as a brief reference to assist in quick understanding of roles and liability limit, etc. among project delivery participants. This manual can be reviewed and revised in case any additional guidance other than those specified in this, ‘manual shall be supplemented in the fire. Scope of this mannal comprehends selection and application of work contents from corresponding stages in the work scope as determined in a contract. Keywords Distribution Statement Construction Project Management(CPM), | No restrictions. This document is available ‘owner, construction project manager, roles of | to the public. project participants Security Classif (of document) | Security Classif.(of this page) | No. of pages Unclassified Unclassified stIndonesia Construction Project Management Manual This manual has been constituted as a result of a research service project “Establishment of Indonesia Construction Project Management (CPM) Si ”. Theproject has been performed by Korea Institute of Construction Engineering and Management (KICEM) in cooperation with the Korea-Indonesia Construction Collaboration Committee under supportof Ministry of Land, Infrastructure, and Transport (Korea) and Ministry of Public Works and Housing (Indonesia) Korea-Indonesia Construction Collaboration Committee KOREA Do-Seong Kim cEO DK& Architects Sang-Jin Kim Vice President Saenoo Architects & Engineering Hee-Chul Kang Vice President PEC Ltd. Won-Seok Park Executive Director Hanglim Architecture Jung-Jae Lee Managing Director Samwoo CM Lea-Joo Park Managing Director Mooyoung CM Moon-HyeongKang Executive ManagementDirecor. TOPEC ENGINEERING INDONESIA TAMPI Hari G. Soeparto Chairman Danna Tyanto Satodewo Deputy Chairman Bambang HeruPumomo Secretary General Pito Sumarno: Executive Director Soeryanto Mangundiwijo Member Hoetomo Djokowiyoto Member Krisna Pribadi Member Abmad Suradji Member Ministry of Public Works Syarif Burhanuddin Director General of Construction Development ‘Sumito Director Purut Marhayudi Director ‘Yaya Supriatna DirectorResearch Team Members BOSIK SON JUNGHO YU HYOUNSEUNG JANG HEESUNG CHA JeongWook Son Moon-Hyeong Kang Professor Professor Professor Professor Professor Namseoul University ‘Kwangwoon University Seoul National Univ. of Science & Technology Ajou University Ewha Womans Univeristy ‘MauagingDietor TOPEC ENGINEERING- Table of Content - Chapter 4 Introduction 1.1 1.2 13 Chapter 2 General 24 22 23 Manual Composition Task Matrix Definition Objectives and Scope Generic Tasks of the Owner, Construction Project Manager Owner's Supervision and Work Scope Chapter 3 Project Planning Tasks 31 32 3.3 34 35 Project Feasibility Study (including preliminary project planning) Establishing Project Planning Selecting Project Delivery Method Reviewing the Applicability of Construction project management Status Report of the Project Chapter 4 Selection of the Project Participants 44 42 43 44 General Compelilive Bidding Contract Contract through Limited Competitive Bidding (prequalified bidding participants) Contract through Nominated Competitive Bidding Private Contract Chapter 5 Post Management 51 Post EvaluationMain Category | Chapter 1 Introduction ‘Sub Category 14 Manual Composition © CPM manual consists of five major stages based on the stages of a general construction Project namely pre-design sta igh stage, procurement Stage, construction stage: and post-construction stage. Gn the basis of each stage, ten categories — namely general tasks, ‘general construction project management. contract management, construction cost, schedule management, design management, quality managemert. safety management, environment management, and risk management — have been classified for promulgation. in each appropnate execution stage. © The symbols and meanings of the task flow charts are as follows: ‘Symbols ‘Meanings epiggents review, instruction, suppor, cooperation, and contract of Represents the start and finish of the task. Ee Represents what kinds of decision makings wil be made Represents the documentation related tasks, Sf | Fepresents there are additional explanations for specific ——— Represents major task flows. === | BRREFSoRIRaLBoat Ral ametMain Category | Chapter 1 Introduction SubCategory | 1.2 Task Matrix Type Tasks 31. Project Feasibility Study (including preliminary project planning) 32 Establishing Project Planning 43. Selecting Project Delivery Method ct 3 | FREE [a+ Reviewing the Applicability of Construction Project Management 35. Status Report ofthe Project 41. General Competitive Bidding Contract 42 Contract through Limited Competitive Bidding Pridgen (prequalifying bidcing participants) 43 Contract through Nominated Competitive Bidding «| Hcp 44. Private Contract 5 | waBBter | 5:1 Post Evaluation =10in Category | Chapter 1 Introduction | sub category 13 Definition Definition of construction project management and technical terms used in the manual and task procedures have the meanings as follows: 1) Construction project management Construction project managements overall planning, coardinaion and contol of the project from start to finish. Construction project management aims to fulfil client requirements to produce Projects that are functionally and financially feasible. 2) Owner ‘A construction project owner (hereinafter referred to as ‘the Owner’) refers to an agency, organization or individual that own funds, borrows loans, oris assigned to directly manage and use funds for construction investment activiies. The ownet also gives out contracts for construction Services (Le. construction, design, etc.) to each construction pariicipantin charge 3) Construction project manager Refers to an organization or individual who performs construction project management work. In this ‘manual specifically, any person or entity performing work specified in the manual is considered as a Construction Project Manager. 4) Designer Refers to a natural person or a legal entity who performs the design and prepares plans and ‘Specifications for the work to be performed. 5) Contractor Refers to a natural person or a legal entity who undertakes responsibility for the performance of the work in accordance with plans, speciiestions and contract documents, thereby providing and controlling the resources ~ labor, material, and equipment ~ in order to accomplish the work. 6) Work The term refers to a product created by human labor and with building materials and equi installed therein, affited to land, which possibly includes underground and surface components, underwater and water surface components, and constructed according to design. Construction works include civil works, industrial works, traffic works, agricultural and rural development works, technical infrastructure works and other works, 7) Task Refers to all management services that need to be performed throughout the life-cycle of a -11construction project as described per this manual, 8) Approval Refers to the written content given by the owner or the Construction Project Manager for matters ‘elated to constucton, desian and constuction project management work In tems of approval criteria shown inthis manual when requested by the Construction Project Manager, the contractor or the designer. Without the approval of the owmer or Construction Project Manager, next stage of work cannot be performed. 9) Review Refers to an important matter that contractor and designer performs and the Construction Project Manager shall be familar with the contents ofthe requirements of the owner related to construction project management work in that year. It also refers to determination of feasibility based on the Experience and skill of Construction Project Manager. Moreover, depending on situations, review comments shall be submitted to the owner, the contractor or the designer 10) Work Performance Refers to the work performed by Construction pone Manager, designer, and contractor in Bede ia prosese Sdratucton plojeel management ranted Works auitng hel year 11) Cooperation Refers to supportive work provided for the owner, Construction Project Manager, contractor or designer who supervises a certain Work. 12) Supervision Refers to the authoritative work undertaken for guaranteeing good-quality implementation of the construction project with optimal costs pursuant to the contract agreement, technical standards &nd noms, ele. 13) Participate In this manuel, ‘participate! means simply eansulling performance related matters by participating in meetings that run by Construction Project Manager or the owner , etc. —a2)iin Category Chapter 2 General ‘Sub Category 24 Objectives and Scope This task manual addresses the tasks, method, procedures, etc. for the owner during pre~ design stage and the roles and responsibilities of the parties involved in the proje However, under a contract and agreement between the owner and Construction Project Manager, tasks specited in the task manual may be adjusted by the owner in consideration of the charécierisic of he spectic construction prajcet and if necessary. tasks nol spected in this anual, may. be supplemented, Should there be "need, [er gonsiuicion prosect management tasks after the design stage, a separate task manual for Ganstucton Project Manager's task may be used or referred to. ~ TR manual is stecive for public projects with construction project manager as.an agent of the owner. In case of under plivate. PPP (Public-Private Partership) or PPC(Public~ Frivate-Cooperation) projects. manuals of respective project types shall take priority over this manual - Furthermore, intemal procedures to carry out the works or administrations in. owner's perspective isnot covered inthis manual, and thus shall be prepared separately in anew franual. Scope of this manual comprehends selection and application of work contents from corresponding stages in the work scope a& determined in a contract Application of the main process of construction project management includes + Determination of all planning for project management which includes its sub-plan. ~ Determine the scope of the business including its implementation strategy in project management - Determination & operation business information systems that must be supported by project management software - Determination of the documentation management system, = Determination of data management systems including report systems and construction project contro! documentation Lifecycle of construction project is composed of = Inception - Feasibility Study - Strategy - Preconstruction = Construction ~ Test and Commissioning - Completion and Handing Over = Post use review -13Ranca | | Feasib | | strategis Pea Test | | Comp gan | | ily | | Perencan | | Moves || ons || Kemet || and | | tetion prove | | Study | | ean transi | | riksi |] Comic | | “into ioning < < >< Persiapan Perencanaan Pelaksanaan Penyelesaian PemilikProyek Manajemen Konstrksi (MK) /CM. AE/EPC Contractor Kontraktor © The process of realizing the idea through drawing and implementing it so that it becomes a tangible result, covering the enfire life cycle of the construction project is realized through the stages of implementing construction: - Assessment (Pre-Feasibility Study; Feasibility Study), = General Planning, ~ Designing (Engineering Planning), = Implementation of Construction. Including: Implementation, Supervision, operation & Muhitenanee, and Demolition where ihe involvement of owners (service usersh, busiiess Mrategis consultants, from various fields, Project Management consultants, Architects / Engineers and contractors is needed. © Implementation of this construction project management can be done as from: + The Assessment Process (Pre-Feasibility Study; Feasibility Study), = General Planning, ~ _ Designing (Engineering Planning), = Implementation of Construction ‘Includes: Implementation, Monitoring, Operation, & Maintenance, or in stages: the assessment process (pre-feasibility study; feasibility study), - General Planning, ~ Designing Engineering Planning). separated fom the procurement, pre-construction and construction processes through Construction Management (Mik) aélivities, © Construction project management techniques in each stage of projects are: 1. Common Task ‘A. General Construction Management B. Scope Management -14Financial Management Information Management ‘Communication Management Stakeholder Management Pre-Design Stage A. Designer Selection B, Schedule Management . Risk Management Design Stage A. Design Management B. Cost Management C. Schedule Management Procurement Stage A. Contract Management 8. Schedule Management ©. Risk Management Construction Stage Cost Management Time Management Quality Management Safety Management Environment Management Post Construction Stage A. Commissioning 8. Maintenance Management mmoo moom> =15| Main Category | chapter 2 General ‘Sub Category 22 ‘Genene Task Orme Ga sos 1) Owner The owner shall manage the overall planning, designing, procurement, construction project ‘management, construction, and post-construction evaluation of a construction project. The owner Shall also support and cooperate in providing items to carry out construction project management, design and construction contracting. The owner shall also guide and review whether construction project management is performed accordingly. © Design drawings, documents and references needed for construction project management, design, and construction, and material, equipment, faites specitedin the constructon project management aareement shall be provided. ‘Communications for work, recognizing issues, resolving complaints and decision making relevant to construction project. Cooperate or take measures to receive approval by the national, local or other government authorities for'site and underground obstacles compensation necessary to carry out Construction project. Guarantee forthe Construction Project Manager fr the investigation and dacument submittal on the architect and contractor's document, drawings, material, equipment, facillies, workers, etc, for the construction project management contract, © Take measures to ensure the contractor cooperates with the Construction Project Manager to carry out his/her task such as construction schedule review and adjustment, construction process, construction cost and performance analysis. Take measures to ensure the designer cooperates with the Construction Project Manager to carry out his/her task such as economic feasibility review (design VE) of the design, design standard and constructability review etc. Notify on the decision makings in order to prevent inconvenience in performing construction project management tasks On design change, complction postponement applicaion, and Sther ete releted reporting by the Ganstructon Project Manager, © Take separate measures if a review of major tasks by an extemal specialist or Construction Project Manager is necessary for a special construction method =16© Supervise tasks as the owner, having appointed a Construction Project Manager, for other tasks as defined in the contract with the Construction Project Manager. 2) Construction Project Manager Construction Project Manager. sa recresentative of the constuction project management sxganizatcn, gral esablehclces and manuale needed for constuction Projet management Esaruton Project Managers also responsiole or muualy coordinator of work by Sresing Snd supervising the constuction project management organization for an effective project, = Support the owner's tasks in taking measures to receive approval from the national. local or other government authorities for site and underground obstacles compensation necessary to Carry Out construction project. © Confirm whether the design is in accordance with the related laws, design standards, and design document standards, perform economic feasibiity and constructability review, and take Fesponsiblity for tasks assigned by the owner. © Shall receive constant information and data from the designer depending on the design schedule to help complete design service. © In consideration of the construction project's characteristic, scale, and site condition, each facili and trades type shall be reviewed based on the review checkiist received fromthe site throug visual inspection, ‘measurement, physical test etc., to determine if it is constructed in accordance with the related laws, design document, and contract, © Immediately conduct inspection should the contractor request for inspection and report the results to the contractor. 3) Contractor The contractor shall conduct the tasks delegated by the Construction Project Manager such as planning, guiding, reviewing, analyzing, investigating and reporting tasks associated with consttution-elatéd reportng, ‘meeting! management developing “consbuction ‘plans, and Operation management, construction clash management, startup management, completion Management, etc, to achieve the objectives of the project The contractor shall conduct the delegated tasks by the Construction Project Manager and the folowing general tasks such as planning, guiding, reviewing, analyzing, investigating, reporting tasks associated with construction-relatea reporing and meeting management, developing consiructon ‘plan’ and "operation “management. constuchon clash management, startup management, completion management, etc, to achieve the objective of the project. (Same as the above paragraph. Hasn't been translated). Ti© The “contractor” shall cooperate with the Construction Project Manager as defined in the construction agreement with the owner. 4) Designer The designer shall conduct the following general tasks. © The “designer” shall perform design tasks as defined in the service agreements, design gravyng standards, design standards, and relate laws, Shou the designe’ receive arers from {he Construction Project Manager, unless a specific reason exists, the designer shall follow the orders. © The “designer” shall cooperate with the Construction Project Manager in performing his/her tasks as defined in the service contract documents with the owner. -18-iin Category Chapter 2 General ‘Sub Category 23 ‘Owner's Supervision and Work Scope 1) 2) 3) 4) 5) 6) 7 ‘The owner shall define the scope of work (construction quality and safety management etc.) for each parly through a joint meeting wih the constucton-related paricipants. (designer, ‘contractor, Construction Project Manager, etc.) at the beginning when construction project management 1s employed and when constructions. The owner shall guide and supervise the Construction Project Manager for the following items as mentioned in the construction project management agreements, and all orders s through the Construction Project Manager representative or Construction Project Manager responsible. i Fulfilment of the owner's orders i. Processing of administrative documents and papers | Processing of various reports ete. ‘The owner may order the designer or contractor with tasks related to communication for work, fegognzing issues, and resolving complaints for the construction, and must report to the Construction Project Manager with the content, Should the Construction Project Manager need 19 order construction suspension or rework, the ‘owner shail make sure the Construction Project Manager receives the approval beforehand to, prevent limitation on the Construction Project Managers authonty. ‘The owner shall initiate a joint meeting concerning the following items with the related cxganizatons, designer.” contractor ‘ahd Constucton Project, Manager)” befare ‘the getstructon-Adusiment and changes to the items shall be reviewed to prevent complaints n e future. i Electric and telecommunication facilities i Plumbing facilities i City gas facilities i. Soundproof walls, pedestrian overpass, underground pass, bus stop, and other regional The quer shall eliinalg or minimize factors thatmay rsultin complaints by extracting factors with the Construction Project Manager through joint meeting with related organizations, investigation ofthe local Se enndfinn reviaw of ancien math forthe design Arawing, ete. Should a complaint occur, the owner may order the Construction Project Manager and Contractor fo fake joint actin in alleviating the problem or order them to investigate materials and draft related documents. Major complaints shall be reported to the owner immediately by attaching a statement review. = 19-8) Should the owner decide the Construction Project Managers violating the owner's orders, the ‘owner may demand an explanation or issue a rectification document 9) To prevent owner's asset loss and maintain quality and safety of his/her construction project, the owner may establish and operate an investigation team that may review construction sites within the Junsdiction. 10) The owner may appoint a Constructon Project Manager, who has the technical qualification gr similar experience within the organization, or govdmment represeniatve Gr multple Gorsiruction Project Managers rom Specialized saciors by comprehensively considering {he characteristic of the construction and amount of work etc., and Scope of work that does not affect construction project management tasks. = 20-| Main category | chapter3 Project Planning Tasks | Sub Category aA Project Feasibility Study (including preliminary project planning) 1. Objectives Before establishing construction project planning for, the owner shall conduct a feasibility study to Teview the appropriateness of the construction project in terms of economic, technical, social, and environmental aspects. Therefore, this manual defines the procedures’ for the consultant to conduct an investigation on the preliminary project planning ahd feasibility of the project before the design stage and provicing the information {6 the owner (however, if the oumers organization has a related specialist, the owner shall conduct the same). As a result, the objectives of this ‘anual is for the owner to fully undersiand the procedures and tasks related fo projec feasibly Study -andio continuously review and manage the cufcome as the owner nas the final decision on netier Ure constuction project goes aliea 2. Scope of Application Unless the owner decides the project feasibilly study is notnecessary due to the characteristic of the gonstiyton proect sapped constucton projets tha exceed a crane (roe cos type, etc.) 3. Task Procedures 31. Establish objectives ‘The owner shall consider the following contents in setting the objectives. 1) Feasibility study is based on the project motive, management abilty, and financial Feeeen er scled om the owner for the feasibility study based on the basic Saurements, objectives, meio. els 32 Site Analysis Visit the relevant project site to analyze the site and understanding the surrounding situation. 1) Determine the site of a construction project, through macroscopic development environment, Surrounding development condition and site analy is 2) Determine the site by visting the project site and surrounding areas or referring to reports and investigation data, 33. Marketability Analysis 1) Investigate market status and trends in changes, market demand and economic effectiveness for marketability analysis.2) Investigating market status and change trend, market demand and economic effectiveness for marketabiity analysis 34. Preliminary Project Planning The consultant (if the owner's organization has a design team) shall document and submit the preliminary project planning (including schematic drawings). The following contents are included In the preliminary project planning, : " Need for the project. plans and relevance to different laws, predicting the risk factors associated with the project execution, site condition of the estimated site land, project scope and cost, project effect on the environment, construction post evaluation category, appllcabilty of ‘construction project management, expected effects of the construction project, 35 Non-economic Analysis Investigation and analysis on the non-economic parts, such as technical, financial, regulation, social and environmental aspects, is performed before the project budget analysis: 36 Economic Feasibility and Budget Establishment Budget based on ecenomic feasibly and capital pans ofthe projects established utizing the 41) Forecasting project investment cost, 2) Estimating project profit amount 3) Creating an income statement based on profit and investment cost 4) Cash flow analysis (net present value, calculating internal return of interest) 5) Sensitivity analysis 6) Establishing budget plan and financial supply for the owner 37. Drafting a Feasibility Analysis Report Drafthe feaibity report, being consistent wih fve W's and one H (who, what, when, where, why ow) = 22-4. Task Flow Chart ‘Owner —Koproe Investigation Establish goal 4 ‘Site analysis Marketabinty analysis Z ‘Support tasks CL esattind related to \, preliminary preliminary project Project planning planning wy Non-economic analysis Economic analyse >| and establish “ Draft feasibility study report Task support_|# Task support || Submit feasibiity __study report Approve & End5. Related Forms Feasibility Study Report (Project Name (type) @Tota Constucton cost e Milion Kyat (@Proedduaion | YYMM~ YYMM @leacing Organization | (Representative / Tel / E-mail) Project Objectives GPertormance index | Perermencs index name © Evaluation method @briving Cause | Dring force: © Contents of previous procedures: (Groject Scale 8 Biged Somer avant @Proectleadng System | ° Project leading organzation: (‘public or private organization, etc.) ove®SiG Procedues and schedule: (‘provide project procedure @ Financing Method (G@PretOpeingsysem @ Pre Project Services © Operating orgenization: © Operation and management plan: Be specific in the plan and facility [construction completion © Inspecting organization: © Inspecting duration: © Result: management organization ater ® Expected Effects = 24-iin Category Chapter 3 Project Planning Tasks | sub category 32 Establishing Project Planning 1. Objectives Tie objective ofthis procedure isto cealy define the projet planning for @ successful project plan 2. Scope of Application This procedure applies to the preparation, review, approval, distribution and revision, related responsibilities and procedures, etc. of the project planning. 3. Task procedures ~ Project slaning includes the overall project objectives and basic direction, orject content and duration, project impiemerter, project delivery plan, project cost and pioject financial pian, project implementation pians per year, facilty maintenance plan, environment preservation lan, expected effects etc. ~ Project planning should be drafted and submitted within the due date mentioned in the contract Tequirements, nowever, the submission date may be adjusted with the owner's agreement. ~ Project planning is finalized after the contract based on the contract requirement or the established schedule with the owner. Confirmed project management action plan may be revised should it cause many changes in the project delivery procedure. ~ Drafting and management-related task procedure for project planning is as follows, and refer to the following for the task flow. 31. Preparing Project Planning = Executing workshop or meetings for project planning and promote the overall understanding of the strategy and system of the project management. 32. Developing a Project Planning ~ Draft the established project planning on the selected sectors. ~ Gather the project planning for each sector. 33. Reviewing and Supplementing Project Planning ~ The owner shall review the drafted project planning to check for technical and administrative adequacy as well 2s for omitted items. Depending on the sector and content, the owner may Teceive support from the related representatives if necessary. ~ Review statement shall be applied fo the projec planning through the agreement and modification with the related representatives of the sector. ~ Owner shall review the drafted project planning,34 Approval and Distibution of Project Planning ~ Final approval of the project planning after reviewing to see whether it abides by the project management policy and standards. 35. Revising Project Planning - Manage documents derived from the project planning revision tasks should there be a reason to change the project planning, ~ Change in construction project management policy and standards = 26-4. Task Flow Chart Preparing construction project planning eee ier Beste cue Draft project planning plan Task support if needed = Review and supplement project planning { Approve and distribute project planning Gf changes i= required) Approve and revise distribute project planning a End Coe Task support if needed| Main Category | chapters Project Planning Tasks | sub category 33 Selecting Project Delivery Method 1. Objectives ‘Objectives are for the owner to select a project delivery method through related reports 2. Scope of Application Applies to selecting a project delivery method based on the location, scale, and type of the struction proje. ” + Seale, and tyes 3. Task Procedures 31. Review items before selecting project delivery method. ~ Physical characteristic of the project (scale, complexity, uniqueness, proximity) - Owner's project characteristic (objectives, experience, construction responsibilty, risk, quality, schedule, facility value) 3May review with font if necessary. 32. Types of Project Delivery Method ~ Design-build method < Contract witha singe entity (desian-build company or coalition betwgen construction and lesign company) to perform both design and construction simultaneously up to the startup of the construction ~ Design-bid-build method . elect project Task suppor. Saver metho "|__ifneeded — Poesy = 29-| Main Cetesory | chapters ‘Sub Category 34 Project Planning Tasks Reviewing the Application of Construction Project Management 1. Objectives (bigatives ape te determine the application of construction project management when the owner is fanning the construction project 2. Scope of Application Applies to the conetruction project by the owner. 3. Task Procedures 31. Review the application of construction project management 41) Review the characteristics of the construction project, ~ Scalelconstruction cost, complexity, and uniqueness ~ Difficulties in design/construction project management etc. 2) Reviewing the owner's capability = Reviewing the owner's capability (determined by available number of manpower and field experienee, state certified qualification, etc.) project management based on the characteristic of the project. = Owner's experience (experience in similar construction projects etc.) by the required manpower for construction 32 Determine the applicability of construction project management = 30-4. Task Flow Chart (Review characteristics of the project. Review owners capability rar. < application of >> < struction“ <— -31-| Main Category Chapter 3 Project Planning Tasks | sub category 35 Status Report of the Project, 1. Objective Objectives to report project planning, previous performance, pending issues, etc., to the owner for a timely decision making 2. Scope of Application he application inoludes the responsibilities and proogdures ete, ofthe status report issued durin the BRjset radon’ sad the Panicipants incklde the ‘Gime, Constucton Project Managee designer, contractor ete 3. Task Procedures 31. Drafting project's status report ~ Establish work division to draft the status report of the project, providing drafting standards and templates of the report to each sector's representative, and requesting the status report draft from each representative. - Each representative of the sector shall draft the stalus of the project within the scope of Work including the contracted tasks and submit the report to fhe owner. 32. Reviewing project's status report ~ After the owner reviews the status report, the ovmer shall respond with revision and ‘supplementation. 33. Final approval of the status report - The owner shall check and finalize the revised and supplemented status report. = 32-4. Task Flow Chart Peete eg See eo ese ‘Owner Consultant Designer Constructor Prepare project Draft project Task support | Task support planning plan if needed if needed — Review project, status report ¥ Final approve | project status report t = 33-5. Related Forms Drafting Project's Status Report Contents 1. Project Overview (1) Executive Summary (2) Major Achievements and Key Events @) Project Progress (4) Outlook for the Next Month (8) Recovery Plan (ifnecessary) 2. Detailed Report for The Work and Activities (1) Safety (2) PMC’s Organization & Resources) (3) Interfaces/Key Date (4) Program (6) Progress (6) Design (7) Construction (8) Quality Matters (9) Environmental Matters (10) Contractual and Financial (11) Spares (12) Manuals (13) Training (14) As-Built Drawings (18) Other Work 3. Areas of Concern and Outstanding Issues = 34-iin Category | Chapter 4 Selection of the Project Participants 1. Objective Objective is to select_an appropriate construction manager through a general competitive bidding of the construction project management service. 2. Scope of application Applies to general competitive bidding forthe construction project management service ~ No limit on the price to participate in the bidding - More advantageous when applied low construction cost projects when there is a small number of companies ~ Low price award method, or technical and price evaluation award method shall be applied as the bidding method, depending on the project situation 3. Task Procedures Contract objectives and conditions shall be notified through newspapers, offcial reports, postings, etc. to attract qualified and unspecified persons for competitive bidding. Among the bidders, the one th he mest Suitable conditons shal be awarded through announceiment, nd then the contract 31 Agency announcement (official report) ~ Bidding information shall be published in bidding newspaper, national bidding network, etc. 32 Distributing bidding manuals (Construction Project Manager registering in participation) ~ Items effecting the bid Location and date of bidding or opening the bids Information on the location, date, qualification, and obligation to participate for site explanation Eligibility of bidder Beginning and ending of the contract Official announcement location of the contract conditions Address to mail if bidding through postal service = 35-33. Bid submission after question and answering ~ Location and date of bidding or opening the bids ~ Some of conditions for issuing bidding dossier for submission of bidding package include the following: + Have an approved bidding plan + Have an approved bidding dossier + Have bidding invitation issued 34. Bidding evaluation ~ Bidding evaluation step shall conform to the evaluation method 35 Selecting a bidder ~ All potential bidders need to pass through the following evaluation steps: + Eligibility Qualification, experience ‘Technical and financial proposal Bider(s} shall be selected based on the announced qualifications for indviduals eligible for Battcpating in the bidding activites jider under the conditions Delow is entitled preferential treatment and shall be served to receive additional point in assessment process + Bidding package to supply goods with at least 25% domestic production cost In case of, an intemational bidding, a domestic bidder or a foreign bidder who joints with domestic bidder under a consortium that domestic bidder is responsible for at least 25% work ofthe bid package 38. Signing of the Contract = 36-4. Task Flow Chart Br ee Rei asd ‘Owner Consultant Bid ‘announcement. Ge Distribute bidding guidelines ¥ Site explanation etc ‘Subcontract Process bidding [#4 participation reaistration Sign Contract = 37-| jin Category — Chapter 4 Selection of the Project Participants | subcategory | 42 Contract trough Limited Compettive Bidding (prequalifying bidding participants) 1. Objective Objective is to select a reasonable Construction Project Manager through a limited opel baking recualinng bang’ pariopent) for the conducon’ projet fhanagement servibe, 2. Scope of Application This section i. applicable in case where a procurement has, highly technical requirements or technical pectafties Tor wnich ons limited number of Dicaere ate Capable of Savening Oe requirements of the procurement ‘Aaplies othe compelite bidding in agcordance wih prequalfcation ofthe bidding aricipants of fhe construction project management service. ee eae ote eader he bohewcotG [nck ageeal techincal skills or experience, compares fo the contract charactenstcs and objectives, to salisty the contract 3. Task Procedures Policy to provide bidding qualification to qualified companies who want to participate in bidding by Bigselecting qualified companies through the evaluation of ther construction project management Skills, management condition, technical capabilites, rating, etc 341 Agency Announcement (official notice) = Clearly state the limitations to bid and its standards - Clearly state the prequalification application date to participate in bidding 32. Register to participate (distribute bidding manuals) 33. Submit evaluation sheet after questioning and answering 34 Announce the selection of the qualified bidding company 35 Submit objections (formal document through official report) 38 Price bidding and opening (participation by related companies) 37 Announce the 1st ranked company 38 Sign the contract, ~ Contracts signed ater negotiating with the qualifed organization who received the highest score in the technical and price evaluation scores, = 38-4. Task Flow Chart eee ue eee ee er ees announcement. Distibute bidding quidelines Z ‘Subcontract Process bidding participation + registration Prequalify bidding participants ¥ Select qualified Jcompany and notify Price bid and open Submit objection ¥ Negotiate and notify of contract ¥ Select ranking Participate in ‘company pce bid —_—_y Sign Contract root = 39-5. Related Forms Pre-qualification Criteria Item, Description Bidder No.(Sample) 1 | Pending Litigation 2. | Financial situation 3 | Average Annual Construction Turnover 4 | Financial Resources 5 | Current Contract Commitment Work in Progress 6 | General Construction Experience Y 7 _| Specific Construction Experience N 8 | Specific Construction Experience in Key Activities = 40- Yes, N = No, P = Partial, NA = Not ApplicableList of Key Subcontractors Agreement No Nemeard| ares Quantity to | Estimated | Contract or be Sublet Value Commitment ‘Subcontractor ‘Sublet Document (if any) 1 2 3 4 5 6 -41-: General Items jem Rate “Amount No, | Description | Unit | Quantity | Foreign | Local _| Foreign | Local + Performance | sum | item . Bond 2 3 4 5 6 7 8 -42-Main Category Chapter 4 Selection of the Project Participants ‘Sub Category 43 Contract through Nominated competi bidding 1. Objective Objective isto select an. appropriate construction manager through nominated Competitive Bidding for the construction project management service 2. Scope of Application - Applies to the contract for nominated competitive bidding for the construction project management service. ~ Apples when ihe bidders believed to lack special technical skills or experience, compared to ‘the contract characteristics and goals, to satisfy the contract 3. Task Procedures 31. Subcontract bidding announcement (official notice) 32 Distribute bidding notification 33. Pre-evaluate of bid application 34. Notify the nominated competitive bidders = There must be a number of nominated bidding partidpants and more than 2 bidders among the participants should have applied for the competitive bidding. 35. Comprehensive evaluation of technical capability and price - For nominated competitive bidder to register the bid 36. Notify the selection of negotiated bidders 37. Sign the contract, = The owner may call for rebids should the negotiation with the selected qualfied bidder fail = May call for rebids should there be more than 2 valid bidders or the selected bidder does not sign the contract, - Contract is signed after negotiating with the qualified organization who recs J the highest score in technical and price evaluation scores. = 43-4. Task Flow Chart Reese Rect ETL ‘Owner Consultant, Constructor Bid announcement ‘Subcontract Distribute bidding guidelines te participation reaistration | Review bidding ‘pplication [Notify nominees for nominated competitive bid Submit | participation for nominated Sign contract, compete bd Over eaten Raga Ghrechnea se k¢-| ‘nominated oe compote id : TERT Ney elocion regetsted and gy Porte fr as competitive bid = 44-5. Related Forms © Bid number © Bidding date = Institution with demand ‘= Bidding method ‘= Construction title summary 1. Construction planning and structure |2. Construction project management 3. Fire and mechanical / electrical / communication |4. Landscaping and earth work 5. Design planning |6. Requested criteria in other announcementfan Pris Conia iin Category | Chapter 4 Selection of the Project Participants 1. Objective Objectiveis to select a reasonable Construction Project Manager through private contract for construction project management Service. 2. Scope of Application ~ Applies to private contract for the construction project management service - The owner may decide to apply private contracting should the owner have no resource for competition or fit is difficult ta satlaty the contract objectives orif specific technique is heeded or competition is unlikely to succeed 3. Task Procedures 31. Service Announcement (official notice) 32. Distribute bidding guidebook = Initiate subcontractor registration. ~ Submit estimates and proposals (bidders). ~ Proposals shall be evaluated with technical capability and bid price. 33. Comprehensive evaluation of technical capability and price 34 Selecting contractors ~ Price is adjusted ifa single company submits an estimate. ~ The negotiated price by the owner shall be based on the average price ofthe negotiating qualified bidder, and should the average price of the proposal be higher than that of the Negotiating party, the proposed price of the negotiating party shall be ‘selected ~ Wien negoliaton is compleied according toe negolsion order, thers shall be no other esotiation with other qualiied partcipants, Should the negotiation fal, the eqotaton with the next ranked negotiating qualified bidder shall be inttated based on the equivalent standards and procedures. 35 Contract = Should the negotiation with the negotiated bidders fail, the owner may call for rebids. = 46-4. Task Flow Chart SOC ee irae ‘Owner Consultant Service announcement Subcontract Distribute bidding guidelines [7] lesen: ‘Overall evaluation ‘of technical skill and cost Select contractor Sign contract -47-| Main Category | chapters Post Management | sucategory | 5.1 Post Evaluation 1. Objective Regulation for the Construction Project Manager to perform post evaluation of the completed construction after the project is completed 2. Scope of Application Applies to the quality evaluation task of the Construction Project Manager during the post- construction stage 3. Task Procedures 31. Establish post evaluation committee ~ For the Construction Project Manager to perform postevaluation, a committe shal be formed with the relevant members according to the post-evaluation implementation policy. 32_Perform post-evaluation ~ The Construction Project Manager shall support the committee on post-evaluation, and the evaluation content and period shall be checked with reference to the construction project post- evaluation implementation policy. 33. Drafta report ~ Construction Project Manager shall suppor the commitee in drafting the report on the post- ‘evaluation resi = 48-4. Task flow chart Brea re Consultant Confirm post evaluation Exabish post ‘evaluation Cooperation committee Perorm ene Sespennn Prepare report Cooperation Termination ‘A: Construction project post evaluation procedures, other necessary documents etc = 49-5. Related Forms Post Evaluation Chart os. Number ‘Completion Evaluation Date Date Construction Outline (for each construction contract) Project Name Project Scale Project Type .cNew cRenovation/Modemizaion ¢Expansion/Extension Other Payment Method | cLump-Sum cUntPrice Cost Reimbursable Other Project Owner Evaluator(Dept Pos.Name) Location Construction Outine Project Delivery Method Project impleneriaton | Design Bid Bul ‘Design-Buld Method Other (CMtat-Risk, Tumm-Key, Altemative Design, etc.) Contract Method | =Single Contracting ‘Multiple Prime Contracting JV Contracting (Integrated JV, Separate JV) ‘aGiosed Competitive Bidding Open Competitive Bidding Siéding Method | Nominated Bidcing Direct Selection and Negotation Other ( ) Bid Selection Wethod | cQuaticaton-based Method —_cLowid Method Other ( ) Project Participants | Project Owner Type Contractor Neme Representative Tax | Rep | Notes Feasibilty Study Preliminary Design Detailed Design Construction Construction Management Other EJ or subcontractor need to be specifiedGeneral Project Performance Oman |Constucion| af ewok | Cont] Time Cost | Duration a eas) ec Increase | Increase | Remarks} (@xies | (Contact) [Resident Change |Rework| Rework| Pcsage| Peters ‘Severiy| "Rate | “Order” | Cost | Time Rate Project Performance Calculation