Happy New Year from Colbi!
To kick off 2015, we will be starting a new blog series by our very own Grant Vermillion: Capital Programs 101. This series will go through some of the basics of running a capital building program, including planning, budgeting, design, and closeout. We hope this series will be of value to you, and as always, feel free to contact us if you have questions or if you would simply like to talk to someone about your capital program. (714-505-9544 or firstname.lastname@example.org)
So let’s get started! First up: facilities master planning.
Facilities Master Planning
The goal during this phase of the program is for the Owner to assemble and organize a project team of design and construction management professionals. This team should define and organize its activities to maximize its effectiveness in successfully delivering the Owner’s program requirements.
The CM and Designer/Master Architect should be hired at the very beginning of the program. Basic purposes, goals, and parameters – particularly cost, time, and quality – should be determined at this point.
The Facilities Master Plan typically establishes the project scope, budget, schedule, environmental conditions, and basic systems to be utilized, as well as the methods and procedures to be followed. It is also the basis for claims avoidance on the project. Many conceptual design and estimating iterations may be required before a project meets the Owner’s time, cost, and performance requirements. Once these requirements are established and approved by the Owner, the team must be committed to completing the project within those requirements. The Facilities Master Plan and the commitment to meet its requirements form the foundation for a successful program.
The scope of a project is typically documented by a combination of conceptual drawings, descriptive narratives, performance, numbers, and the Owner’s budget for the program. The type of information and amount of detail can vary considerably based upon the type of program. Documentation of overall cost and time is primarily the CM’s responsibility, with the input of various team members. The establishment of basic systems and procedures by the CM links the task elements of the plan.
A typical Facilities Master Plan includes the following basic components:
The CM should plan, conduct, and document pre-design project conference, which addresses the Facilities Master Plan with respect to the Design Phase. The general purpose of the conference is to establish a commitment and understanding of the project goals, approach, and procedures by the Owner, the Architect, and the CM.