Scope

SCOPE

Scope management defines the success of a project.

ProCore

Capital Project Solutions uses Procore Technologies, the foremost construction management software that is designed to improve productivity, manage scope, and foster greater collaboration. Procore gives all project stakeholders access to the most up-to-date information.

Drone and 360 Technology

Capital Project Solutions has integrated both Drone and 360 technologies for site inspections that saves time and is less costly.

Scope Framework of Services

LEARN MORE ABOUT OUR PROCESS

Intiation

Initiation is the beginning phase of a project and the most critical because decisions are made to move the project forward. During this phase, the project is defined; high level goals/objectives are established; and the feasibility of the project is evaluated. The following are examples of “scope” activities during this phase:

Clarify with owner/end user to gain good understanding of vision/scope
Research and provide construction comps on similar projects
Research property values
Provide basic sq. footage based on building type and usage
Identify scope creep risks
Review any existing/anticipated user or private sector partner agreements
Procure required specialized 3rd party expertise/services such as:
- Commissioning
- Geo-technical / structural
- Environmental
- Building envelope commissioning
- Subject experts
- Public relations and outreach
- Archeological investigations
- Historical research
- Master planning
- Transportation, traffic, parking
- Stormwater
- Utilities
- Demolition
Assist in site selection and analysis
Identify available real estate options and determine feasibility
Review owner-owned sites and determine feasibility
Understand owner’s sustainability goals and determine site feasibility
Make recommendations and prioritize suitable sites
Provide conceptual building orientation diagrams for sites
Review existing documentation about the proposed site i.e., surveys/utilities
Provide pre-development drone surveys
New Construction vs Rehab Existing Building Assessment
- Conduct building assessment including MEP systems
- Determine environmental issues
- Determine rehab cost vs new construction
- Determine demolition cost
Assist in determination of delivery method
- RFP / RFQ drafting, design, and or solicitation
- RFP / RFQ management, evaluation and recommendation with owner/purchasing

Pre-Construction

Pre-construction is the planning and design phase of a project. Schematic design, design development and construction documents are generated. This phase offers the best opportunity to mitigate risks. Project cost is agreed upon by the end of this phase. The following are examples of “scope” activities during this phase:

Scope evaluation, verification, reconciliation at each stage of design
- Schematic
- Design development
- Construction documents
Develop project directory
- Designers
- Vendors to be involved in project
- Constructors
- Owners
- Stakeholders
- Utility providers
Contract Development
- Land acquisition
- Design contract
- Construction contract
Procure specialized 3rd party expertise as needed
- Commissioning
- Geotechnical / structural
- Environmental
- Building Envelope
- Subject Experts
- Public Relations and Outreach
- Archeological investigations
- Historical research
- Master Planning
- Transportation, traffic, parking
- Utilities
- Security
- Stormwater

Construction

Construction is the execution phase. The building is constructed and verification via photo documentation and site visits is ongoing to ensure construction documents are followed. Scope, schedule and cost management are vital in keeping a project on time and within budget.The following are examples of “scope” activities during this phase:

Scope evaluation and verification
Identify scope issues and report to owner as to impact on schedule, scope and cost
Regular project reporting (Procore)
- Permitting
- Photo and video documentation
- Financial issues
- Schedule
Document and request management and tracking
- RFIs
- Submittals
- Addendums
- Punch Lists
- Change Orders
- Field Reports (Safety, Quality Control, SWPPP, ect.)
- Contracts
- Issues
OAC Meeting Management
- Ascertain appropriate attendees
- Develop/distribute agenda and minutes
- Schedule coordination meetings
- OAC (Owners, Architects, Constructors) meetings
- Track issues and resolutions
- Record meeting outcomes
- Track meeting action items—responsible person and deadlines
Facilitate substantial completion agreement
- Coordinate with design/GC teams for final punch lists
- Track GC punch list work
- Coordinate/document maintenance training and owner manuals
Quality control
Risk mitigation
Onsite safety reviews
Communication plans

Closeout

The close-out phase of a project is completed before turning the building over to the owner. Building commissioning is a critical step in this phase along with punch list management. Deliverables are finalized and transfers made to the owner. Closing out promptly and not dragging out this phase is always the goal. The following are examples of “scope” activities during this phase:

Manage and track tasks on the close-out checklist
Manage and track punch list items identified
Close-out documentation gathering/archiving
- Facilitate sustainability accreditation
- Audit documentation
Coordination project commissioning process
Facilitate final completion agreement.
- Coordinate with design team and owner for final project walk through/ inspection.
- Turn over keys, manuals, construction documents, product warranties, and maintenance stocks to owner.
- File all financial close-out payment documentation for owner.
Assist in “move-In” coordination
Assist with maintenance training coordination

Warranty

The warranty phase of a project starts at substantial completion and usually lasts twelve months. If issues are identified with work performed during construction, the contractor will be responsible to remedy the issue by repairing or replacing within the warranty period. The following are examples of “scope” activities during this phase:

Serve as the liaison between the owner and contractor
Assist or determine if issue is covered under warranty or is routine maintenance
Document warranty issues and track through resolution
Monitor progress of repair, replacement, reconstruct
Communicate with tenant if necessary regarding how the issue will impact the work environment
Assist or provide in the development and implementation of a relocation plan if necessary
Assist or provide any protective measures needed to prevent further damage
Respond immediately if assistance needed for clean-up, observation, etc.to assist

Audit

The audit phase of a project is when external or internal auditors examine the project’s financials, risks, internal controls, contractual compliance, construction documents, procurement process, safety measures and various other aspects. An audit ensures the project was managed in accordance with applicable laws, regulations, and policies. The following are examples of “scope” activities during this phase: