BET-CT Design Phase Report

Technological University of the Philippines
Manila
College of Industrial Technology
Bachelor of Engineering Technology
Major in Construction Engineering Technology (BET-CT)
CT222-M
CONSTRUCTION PROJECT MANAGEMENT
WRITTEN REPORT
DESIGN PHASE
Submitted By:
Bustamante, Gerimae
De Vera, Arman
Gacis, Gian
Medina, Klarise Joy
Oquin, Jervin
BETCT – 2 EF
Submitted To:
Prof. Charlene F. Ricopuerto
Manila
CONTENTS
DESIGN PHASE………………………………………………………………………………...1
RISK MANAGEMENT………………………………………………………………………….3
PROJECT REQUIREMENTS AND DOCUMENTATIONS…………………………………4
CONSTRUCTION DRAWINGS AND SPECIFICATIONS…………….……………………6
CONSTRUCTION CONTRACTS……………………………………………………………..8
PERIODICAL STATUS REPORTS………………………………………………………….11

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DESIGN PHASE
➢ In very general terms, design is the realization of an idea, or the resolution of

requirements, through means of communication such as drawings, plans,
specifications, and models.
➢ These can then be used to enable items to be created or issues resolved.
The process for completing the design and construction of a building is often divided into
notional stages or phases.
1. CONCEPT DESIGN
➢ Concept design generally takes place after feasibility studies and options
appraisals have been carried out and a project brief has been prepared.
➢ Whilst these phases may include the preparation of drawings and other
studies, they are generally not considered to involve design.
➢ The concept design represents the design team's initial response to the
project brief and articulates the broad outlines of function and form.
2. DETAIL DESIGN
➢ Concept design is followed by detailed design or developed design during
which all the main components of the building and how they fit together are
described.
➢ By the end of the detailed design process, the design should be
dimensionally correct and coordinated.
3. TECHNICAL DESIGN
➢ This includes project activities that take place after the detailed design has
been completed, but before the construction contract is tendered or
construction begins.
➢ By the end of the stage the architectural, structural, and mechanical services
design and specifications should describe all the main components of the
building and how they fit together, any performance specified work should
be defined and there should be sufficient information for applications for
statutory approval to be completed.
In the design phase, one or more designs are developed, with which the project result
can apparently be achieved. The project supervisors use these designs to choose the
definitive design that will be produced in the project.
RESPONSIBILITIES:
a. Owner – The owner may participate in the Preliminary Design Review.
b. Project Manager – The Project Manager is responsible and accountable
for the successful execution of the Design Phase. The Project Manager is
responsible for leading the team that accomplishes the phase activities and
deliverables.
c. Integrated Project Team – are responsible for accomplishing assigned
tasks as directed by the Project Manager.
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d. Contracting Officer – is responsible and accountable for preparing

solicitation documents under the guidance of the Project Manager.
e. Critical Partners – The Critical Partners participate in a Design Review to
ensure compliance with policies in their respective areas and to make any
necessary tradeoff decisions if conflicting goals have arisen during the
Design.
f. Enterprise Architecture – Conduct a formal review of the high-level
architectural design to achieve confidence that the design satisfies the
system requirements, is in conformance with the Enterprise Architecture
and prescribed design standards.
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RISK MANAGEMENT
➢ Risk management in construction is designed to plan, monitor, and control those
measures needed to prevent exposure to risk.
➢ To do this it is necessary to identify the hazard, assess the extent of the risk,
provide measures to control the risk and manage any residual risks.
RISK ASSESSMENT
Risk assessments are carried out in a controlled and thorough way following a set
process. Risk assessments for health and safety risks are a statutory requirement under
the management of Health and Safety at Work Regulations and a typical assessment
might follow these steps:
1. Identify the hazard.
2. Identify who or what might be harmed.
3. Evaluate the risks arising from the hazard.
4. Determine the control measures.
5. Evaluate the remaining risks.
6. Record the findings of the risk assessment.
7. Make contingency plans for the residual risks.
8. Review and revision.
RISK TYPES IN CONSTRUCTION

Construction risk is greatest at the earliest stages of the project starting with the
choice of procurement route. There are numerous procurement routes that construction
projects use each with a different balance of risk either towards the client or the contractor.
1. CLIENT RISK
Client risks are around cost time and quality. Risk management considerations for
the client may include:
• Feasibility risk - the decision to go ahead backed up by a robust business
case, considering options and presenting the preferred solution.
• Design risk - deciding the level of control to keep over design and therefore
the level of risk that remains with the client in terms of design.
• Funding risk - ensuring funds are available to pay the contractor and
avoiding the risk of contractor insolvency.
• Commercial risk - the impact on income and profits if the new asset
(building) is not delivered to time, cost or quality.
2. CONTRACTOR RISK
For contractors, the biggest risk is around the tender stage when commitments are
made to a price and a timescale. Margins can be lost if the bill of quantities is not accurate.
Subcontractors may not stand by their quotes and work may be more expensive than
estimated if the choice of construction method turns out not to be suitable.
3. HEALTH AND SAFETY RISKS
A health and safety plan are required for all but the smallest of projects and it is an
important means of communication throughout the project.
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PROJECT REQUIREMENTS AND DOCUMENTATIONS

➢ Projects cannot be implemented without the proper requirements.
➢ Requirement documentation in project management describes how each
requirement meets the business needs for the project.
➢ Requirements should be measurable, traceable, consistent, complete, and
acceptable to the stakeholders.
1. CONTRACT AGREEMENTS AND CONTRACTS

➢ The agreement to be used by the contracting officer (owner) and the
contractor. The essential part of the contract documents.
2. STATEMENT OF WORK (SOW)

➢ A solid scope will be helpful during the bidding process and later during the
construction sequence.
➢ A well-defined scope will be used to determine the amount of work needed to
complete the work.
3. GENERAL CONDITIONS
➢ This contract document will define the obligations and rights on how to execute
the project.
➢ Overhead costs, what to claim and your rights must be included in this portion
of the contract.
4. SPECIAL CONDITIONS
➢ This is usually an extension of the contract and to the general conditions.
➢ This part must specify specific conditions and clauses to each project or job.
➢ Pay special attention to specific instructions and requirements on how to
perform the work.
5. BILL OF QUANTITIES
➢ This is formed by the list of diverse trades, and materials included that form
part of the construction.
➢ Sometimes this document is not required by the contracting officer.
6. DRAWINGS
➢ All set of drawings that form part of the job to be performed.
➢ These drawings are usually the latest drawings and must be received by the
contractor prior to the date of commencement.
➢ It must include all drawings from consultants and will constitute the entire
project being contracted.
7. CSI MASTER FORMAT OUTLINE

➢ The technical requirement to complete, execute and/or perform every little task
or material being incorporated in the construction projects.
➢ It will add intelligence to the construction drawings; specify common standards,
deviations accepted, materials accepted and the required testing for all
materials.
➢ Usually, specifications are made by referencing construction standards and
codes.
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8. CREATING CONSTRUCTION SCHEDULE

➢ The construction schedule is an important piece of the document.
➢ In this part, the contracting office will know how and when the project will be
completed.
9. COSTS IN THE CONSTRUCTION INDUSTRY

➢ Breakdown of all items being incorporated in the construction project.
10. LIST OF COMMON TYPES OF CONSTRUCTION INSURANCE

➢ This part will be an essential part of the contracting officer, since; it will
provide the guarantee to the owner that the contractor has the means and
the economic backup to perform the construction contract.
11. CONSTRUCTION SCHEDULE

➢ The construction schedule is an important component of the larger
document and second only to the construction contract agreement.
➢ This component allows the contracting client to know how and when the
project will be completed and offers them leverage when schedule problems
arise.
➢ It is also the document that helps the contractor schedule the work.
Construction contracts sometimes require updated schedules throughout
the construction progress, and they might form the basis for the application
for payments by the contractor.
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CONSTRUCTION DRAWINGS AND SPECIFICATIONS
CONSTRUCTION DRAWINGS
➢ Construction drawing is the general term used for drawings that form part of the
production information that is incorporated into tender documentation and then
the contract documents for the construction works.
➢ This means they have legal significance and form part of the agreement between
the employer and the contractor.
➢ The main purpose of construction drawings is to provide a graphic representation
of what is to be built. Construction drawings should be concise and coordinated
to avoid, wherever possible, ambiguity and confusion. Delays and
misunderstandings can be minimized by properly coordinating the drawings.
➢ This document is a complete package outlining all the information needed to have
your project constructed just as you envision it. This document is used in
conjunction with outside consultants who provide information relating to
engineering requirements including:
a. Architectural
b. Structural
c. Electrical
d. Communications
e. Mechanical
All working drawings are completed with the following information:
• Key Plan or Site Plan
• Demolition Plan (if applicable)
• Furniture Plan
• Partition Plan
• Reflected Ceiling Plan
• Power/Communications/Electrical Plan
• Finishes Plan
Construction Details:
• Sections
• Elevations
• Specifications
• Door and Hardware Schedules
• General Notes and Specifications
CONSTRUCTION SPECIFICATIONS
➢ Specifications will detail the materials, standards, techniques, and so on required
to carry out the works.
➢ Construction drawings provide the graphical representation, indicating the
arrangement of components, detailing, dimensions and so on.
➢ They may sometimes contain some of the information set out in specifications, but
this should be avoided if possible, by referring to specifications rather than
duplicating information.
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➢ Where there is crossover, care must be taken to ensure proper co-ordination so

there is no confusion. If there is disparity between the two, the specifications will
tend to take precedence over the drawings.
➢ For the Working Drawing set to be complete, we will define all necessary
specifications for your project. We will review all specifications with you to ensure
they meet your criteria. Depending on your project, specifications may include, but
are not limited to:
a. Lighting Specifications
b. Flooring and Finishes Specifications
c. Door and Hardware Specifications
d. Equipment Specifications
e. Appliance Specifications
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CONSTRUCTION CONTRACT
CONSTRUCTION CONTRACT AGREEMENT
➢ is a document that lays out the terms of a construction project.

➢ It is a legal document that defines the work being done, which all the parties
involved must agree to.
➢ It is an agreement between the contractors doing the construction and the person
or company who hires them to do the work.
HOW A CONSTRUCTION CONTRACT AGREEMENT WORKS:
1. PROJECT DESCRIPTION
➢ The details what the project is about, including the most important idea or
description of the problem being addressed.
➢ It can be a summary of items or just a paragraph.
2. CONTRACT PRICE
➢ The type of contract price that has been awarded and the total amount of
money being contracted are detailed, as well as possible additions or
deductions to the contract and how they will be released.
3. PAYMENT BASIS
➢ This describes the money that will be paid to the contractor, whether on a
weekly, monthly, or milestone basis.
➢ This section should also specify what percentage of money should be
retained on every application for payment.
➢ It will also define when the payment is due, the penalty for late payments,
whether interest is accrued, and any other payment and invoicing terms.
4. SCHEDULE OR CALENDAR
➢ The total number of days or how the project schedule will be divided, it
should describe either calendar days or business days and can be
presented as a Gantt Chart, bar chart, CPM, or another method.
5. DOCUMENTS LIST
➢ A list of all contract documents forms this part of the contract agreement.
Drawings, exhibits, specs, and supplemental conditions can be part of this
list.
6. CONSTRUCTION SCOPE
➢ The scope normally can be measured or quantifiable and is a description of
all construction activities that will form part of the project.
7. CONSTRUCTION CONDITION AND RESPONSIBILITIES

➢ Responsibilities for the owner and the contractor, including who is
responsible for providing documents, information, payments, or other
deliverables are laid out so the project can progress on time.
➢ It should contain specific terms for liens, penalties, withholding, and
arbitration rules, as well as specific instructions on how to process claims
and proceed with disputes.
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8. CONTRACT LAWS
➢ Any applicable legal requirements, including governing laws, liens
requirements, claims procedures, arbitration procedures, insurance,
substantial completion requirements, final completion, and liquidated
damages are detailed.
➢ This may also include procedures for how to terminate or suspend the work
and the agreement with the contractor.
➢ Once the contract is finalized, it should be signed by both parties before any
work begins. By signing, both parties indicate that they agree to the project
terms.
➢ If either party breaks the terms of the agreement, the contract should outline
procedures for how the dispute can be addressed, including legal action.
ADVANTAGES AND DISADVANTAGES OF CONSTRUCTION CONTRACT TYPES

1. Lump Sum
➢ The contractor agrees to complete the scope of work for a fixed price and
the project owner agrees to pay the contractor the lump sum price.
➢ The price reflects the cost of performing the work, the purchase of
material and the markup for overhead and profit.
Advantage: The owner carries minimal risk, the cost is anticipated and the contractor
may make more profit if it takes less manpower and materials to complete the project
than anticipated.
Disadvantage: The contractor carries the risk if he underestimated the cost of the
project. In addition, changes in the scope of a project can be expensive, and the
contractor may use low-grade materials to save costs and increase profit.
2. Time and Materials

➢ an agreement where the owner agrees to pay the contractor on an hourly
basis, plus materials.
Advantage: The contractor is that he does not have to anticipate the cost of completing
the work as in a lump sum contract, and the advantage for the owner is that he will pay
for the actual time worked.
Disadvantage: The contractor may work slowly because he is being paid for his time
3. Design-Build
➢ one contractor is in charge of designing and building the structure.
Advantage: The owner may save money by having one party implement two phases
of the project, and the builder will understand the project since he implements the
design phase as well as the building phase.
Disadvantage: The project owner must provide substantial detail about the project at
the bidding stage since the contractor must determine the cost of completing the
project.
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4. Unit Price
➢ requires the contractor to fix a price on each unit of work. The work,
therefore, is broken down into parts.
Advantage: This type of contract includes the flexibility in adjusting the scope and the
fact that it is not necessary to know the complete design.
Disadvantage: This type of contract includes the unknown cost to complete the entire
project and a potentially inaccurate determination by the contractor of the quantities
needed.
TYPES OF ENGINEERING CONTRACTS

1. Lump Sum Contracts
➢ used for engineers who are hired to do a specific job or project for an
agreed fixed sum.
➢ This type of contract often pertains to projects that are simple in scope
and have little or no chance of altering while the project is underway.
➢ This is one of the most common engineering contracts.
2. Unit Price Contracts

➢ used for engineers and construction workers who are using large
quantities of items to construct or build something.
➢ The contract is based on the estimated quantities of items required to
complete the project, along with unit prices of each item.
3. Cost-Plus Contracts
➢ used when the purchaser of an engineering project agrees to pay for the labor,
materials and an additional amount for the contractor overhead for some profit.
4. Incentive Contracts
➢ are like compensation contracts, where engineers are paid based on
performance, budget, quality, and schedule for a specific project.
There are two types of incentive contracts:

a. Fixed-Price Incentive Contract
is used when costs and performance requirements are certain to be met.
b. Cost-Reimbursement Contract
allows the payments to be adjusted based on the total cost and the target
costs.
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PERIODICAL STATUS REPORTS

➢ It is used to provide summarized cost and performance information for project
management purposes. There are two types of status reports, but it depends on
the status of project, either it is monthly or weekly.
➢ A document that describes the progress of a project within a specific time-period
and compares it against the project plan.
➢ Project managers use status reports to keep stakeholders informed of progress and
monitor costs, risks, time, and work. Project status reports allow project managers
and stakeholders to visualize project data through charts and graphs.
➢ The feature summarizes app data hourly, daily, monthly, or at certain intervals, and
then logs the result.
➢ Project management involves a never-ending process of preparing reports. To be
meaningful, reports must be issued on a regular basis and should contain
information that is beneficial to the receiver.
➢ There is a tendency to include everything in a report, which results in reports that
are so bulky that important items may be overlooked. In general, the project
manager should prepare two routine reports, a weekly highlight report and a
monthly report for each project.
➢ Much of the weekly highlight report can be obtained from the minutes of the weekly
team meetings.
➢ Generally, the weekly report is used by the project manager and his or her team to
coordinate the work in progress.
For Periodic Report, the summarized result can be logged in one of the following periods:
• Hourly
• Daily
• Weekly
• Monthly
• Quarterly
• Yearly
TWO TYPES OF PERIODIC STATUS REPORT

1. Monthly Status Report
➢ For reporting the project prior and after completion of field work.
➢ The information included here will be reported for each task order in a
summary format.
➢ This report also will be submitted no later than 10 calendar days following
the reporting cut-off date. If the calendar month end on a Sunday, the report
will end on the previous weeks’ last working day.
2. Weekly Status Report
➢ It is used for reporting project status from beginning of the field work through
completion of field work.
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REQUIREMENTS:
PERIODIC STATUS REPORT
➢ must be followed while preparing both a progress report and an exposure
data summary (DID). Person Task Orders may have additional reporting
provisions.
➢ The papers must be printed on 8.5 x 11-inch plain bond paper or letterhead
from the company.
➢ Multiple sites can be mentioned on the same website, but each location
must be listed separately on the form.
MONTHLY PERIODIC STATUS REPORT
➢ It should have additionally includes a Munitions Response Monthly
Progress Summary Report covering all individual Task Orders shall provide
as indicated below.
➢ The projects/task orders shall be grouped and reported by types indicating
both a work category and technology used by a Roman numeral and Arabic
letter, as best described using the following:
WORK CATEGORY
I: Surface removal only
II: Sampling effort only (detection and confirmation)
III: Geophysical mapping effort only (no confirmation)
IV: Subsurface removal
V: Construction Support
TECHNOLOGY TYPE
A. Geophysical Instrument w/analog readout
B. Geophysical Instrument w/digital recorder
C. Geophysical Instrument w/digital navigation system
D. Geophysical Instrument w/multi-sensor system
E. Visual Only
NOTE: The required column for Acres Sampled will include the total number of acres on
which all of the planned sample grids/transects have been completed (all data collected).
Do not indicate the total grid/transect area of the sample grids/transects that are
completed.
COST/SCHEDULE/PROGRESS DATA
a. Costs (for cost-type contracts/Task Orders only)
➢ In spreadsheet format, indicate total hours and funds authorized by contract
line item number (CLIN).
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➢ Separate labor, materials, and travel. Indicate the Task Order modification
number (if applicable) under which the funds are authorized.
➢ For each CLIN, show the current month/week and cumulative expenditures
in both dollars and hours (for labor).
➢ Indicate balance, and percentage of total remaining for hours and dollars.
Expenditures shall be reported as accrued/incurred, and do not necessarily
have to be paid.
➢ Notes shall be used to explain pertinent facts that are not apparent within
the spreadsheet.
b. Progress (for all type contracts/Task Orders)

➢ By tasks or sub-tasks, if appropriate, indicate level of completion.
➢ Include supporting data (e.g., number of grids investigated/cleared, actual
versus planned)
c. Include a graph that depicts a cumulative summary by month of the percentage of

costs budgeted, the percentage of costs expended, and the percentage of work
completed.
d. Schedule (for all type contracts/Task Orders)

➢ Include a project schedule prepared in MS Project or similar software.
Indicate changes from baseline schedule and explain deviations.
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Technological University of the Philippines

PROJECT REQUIREMENTS AND DOCUMENTATIONS…………………………………4

CONSTRUCTION DRAWINGS AND SPECIFICATIONS…………….……………………6

PERIODICAL STATUS REPORTS………………………………………………………….11

➢ In very general terms, design is the realization of an idea, or the resolution of

d. Contracting Officer – is responsible and accountable for preparing

RISK TYPES IN CONSTRUCTION

PROJECT REQUIREMENTS AND DOCUMENTATIONS

1. CONTRACT AGREEMENTS AND CONTRACTS

2. STATEMENT OF WORK (SOW)

7. CSI MASTER FORMAT OUTLINE

8. CREATING CONSTRUCTION SCHEDULE

9. COSTS IN THE CONSTRUCTION INDUSTRY

10. LIST OF COMMON TYPES OF CONSTRUCTION INSURANCE

11. CONSTRUCTION SCHEDULE

CONSTRUCTION DRAWINGS AND SPECIFICATIONS

➢ Where there is crossover, care must be taken to ensure proper co-ordination so

CONSTRUCTION CONTRACT AGREEMENT

➢ is a document that lays out the terms of a construction project.

7. CONSTRUCTION CONDITION AND RESPONSIBILITIES

ADVANTAGES AND DISADVANTAGES OF CONSTRUCTION CONTRACT TYPES

2. Time and Materials

TYPES OF ENGINEERING CONTRACTS

2. Unit Price Contracts

There are two types of incentive contracts:

PERIODICAL STATUS REPORTS

TWO TYPES OF PERIODIC STATUS REPORT

b. Progress (for all type contracts/Task Orders)

c. Include a graph that depicts a cumulative summary by month of the percentage of

d. Schedule (for all type contracts/Task Orders)

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