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PROJECT DESIGN TEAM - BASIC ISSUES

12/5/2013

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Design Team
Most projects are not the work of a single individual. There are many roles that need to be filled, and it is the unusual project where all the roles are filled by one person. Civil, geotechnical, structural, M/E engineering are just a few of the obvious ones. When the project has a Design Team, complexity builds and it is important to think about how you will simplify things for everyone. Below is a checklist of all the issues we have identified. You might have others to add or some to scratch off. In any event, when you kick-off a project, it helps to have a detailed discussion of specific roles and responsibilities. The success of the team depends on it.

ROLES AND RESPONSIBILITIES
  • Information management
  • Intellectual property issues; ownership of documents
  • Press releases and press communications
  • Quality assurance and quality control
  • Safety
  • Contingency management
  • Development of the project budget
  • Project scheduling
  • Marketing
  • Client/owner communication
  • Definition and scope of additional architectural, engineering, and other design professional services
  • Site analysis
  • Soft cost management
  • Schematic design
  • Design development
  • Design-phase cost control
  • Constructability review
  • Planning, zoning, and regulatory agency processes
  • Construction documentation
  • Level of documentation and specification
  • Level of flexibility within the documents and specifications
  • Interior design
  • Fixture, furniture, and equipment specification
  • Pricing package definition
  • Bid package definition
  • Bidding and negotiation
  • Permitting
  • Construction administration
  • Construction-phase cost control
  • Correction of work responsibilities for both design and construction
  • Origination and approval of change orders
  • Construction schedule definition; notice to proceed, milestone dates, date of substantial completion
  • Force majeure, including delay claims and costs
  • Payment processes; draw requests and associated timelines
  • Tests and inspections
  • Claims and litigation

OWNER CONSIDERATIONS
Similarly, the Design Team should consider a number of issues relating to the Client/Owner. Communicating and working with the owner needs to be managed congruently by the entire team by addressing the following issues:
  • Coordination of the owner's required insurance: builder's risk insurance, loss of use and consequential damages
  • Clarification of owner's roles and responsibilities
  • Processes for formal approval and acceptance by owner of design and major milestones
  • Assurances of owner's financial viability
  • Definition of allowances and alternates
  • Definition and management of the owner's contingency fund
  • Definition of budget and schedule guarantees, if any
  • Legal Agreement terms and conditions
  • Definition of roles with respect to communication with the owner
  • Identification of the point of contact with the owner
  • Contractual relationship of owner to project team, down to prime and sub-contractors


My experience is that you will never get all of these issues aired; but it is better to try and learn what you can before it bites you.
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