Methodology & Approach

METHODOLOGY & APPROACH

STAGES MATRIX

STAGES OF PROJECT MANAGEMENT

Integration Management

Is the collection of processes required to ensure that the various elements of the projects are properly coordinated. It involves making trade-offs among competing objectives and alternatives to meet or exceed stakeholder needs and expectations.

Scope Management

The controlling and monitoring process is concerned with managing scope creep, documenting, tracking, and approving / disapproving project changes. Finally, the closing process includes an audit of project deliverables and assesses the outcomes against the original plan.

Time Management

The fourth knowledge area of project management. It starts with a process of planning that produces a cost management plan. Then there is an iterative process that develops and updates the cost estimates and cost baseline.

Project Cost Management

Deals with the ability to plan and finish the project in a timely manner. The time management processes deal with defining activities, estimating the durations of activities, scheduling activities and ensuring adherence to the schedule. Without careful planning, projects are set up to fail.

Quality Management

Needed as the processes required to ensure that the project will satisfy the needs for which it was undertaken. PMI defines quality as the degree to which a set of inherent characteristics fulfils requirements.

Human Resource Management

An organisation can host several strategic projects concurrently over the course of a budget year, which means that its employees can be working on more than one project at a time.

Communication Management

As “the processes that are required to ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, monitoring, and ultimate disposition of project information.

Risk Management

Is one of the ten knowledge areas in which a project manager must be competent. Project risk is defined by PMI as, "an uncertain event or condition that, if it occurs, has a positive or negative effect on a project's objectives.

Procurement Management

Is the knowledge area involved in purchasing or acquiring products, services, or results from outside the project team, including developing and administering the contract or purchase order needed to obtain them.

Project Stake Holders Interest

A stakeholder is anyone who has an interest in the project or will be affected by its deliverable or output.

STAGES OF PROJECT MANAGEMENT

Integration Management

Scope Management

Time Management

Project Cost Management

Quality Management

Human Resource Management

An organisation can host several strategic projects concurrently over the course of a budget year, which means that its employees can be working on more than one project at a time.

Communication Management

Risk Management

Procurement Management

Project Stake Holders Interest

A stakeholder is anyone who has an interest in the project or will be affected by its deliverable or output.

PHASES FOR EACH STAGE

Facilitate the development of a clear project brief
Establish the procurement policy for the project
Assist the client in the procurement of necessary and appropriate other consultants including the clear definition of their roles and responsibilities
Establish in conjunction with the client, other consultants and all relevant authorities, the site characteristics, rights and constraints for the proper design of the intended project
Define the consultant’s scope of work and services
Conclude the terms of the agreement with the client
Facilitate a schedule of the required consents and approvals
Prepare, coordinate and monitor a project initiation programme
Facilitate client approval of all Stage 1 documentation

Assist the client in procurement of the other consultants
Advise the client on the requirement to appoint a health and safety consultant
Communicate the project brief to the other consultants and monitor the development of the concept and viability
Agree to format and procedures for cost control and reporting by the other consultants
Prepare a documentation programme and indicative construction programme
Coordinate concept and viability documentation for presentation to the client for approval
Facilitate approval of the concept and viability by the client
Facilitate approval of the concept and viability by statutory authorities

Agree and implement communication processes and procedures for the design development of the project
Assist the client in the procurement of the necessary other consultants including the clear definition of their roles and responsibilities
Prepare, coordinate, agree and monitor a detailed design and documentation program
Conduct and record consultants’ and management meetings
Facilitate input required by health and safety consultant
Facilitate design reviews for compliance and cost control
Facilitate timeous technical coordination
Facilitate client approval of all Stage 3 documentation

Recommend and agree on procurement strategy for contractors, subcontractors and suppliers with the client and the other consultants
Prepare and agree on the procurement programme
Advise the client, in conjunction with the other consultants on the appropriate insurance
Coordinate and monitor the preparation of procurement documentation by consultants in accordance with the project procurement programme
Manage procurement process and recommended contractors for approval by the client
Agree on the format and procedures for monitoring and control by the quantity surveyor of the cost of the works
Coordinate the assembly of the contract documentation for signature

Arrange site handover to the contractor
Establish the construction documentation issue process
Agree and monitor issues and distribution of construction documentation
Instruct the contractor on behalf of the client to appoint subcontractors
Conduct and record regular site meetings
Monitor, review and approve the preparation of the construction programme by the contractor
Regularly monitor the performance of the contractor against the construction programme
Adjudicate entitlements that arise from changes required to the construction programme
Receive, coordinate and monitor approval of all contract documentation provided by contractor(s) es
Agree on quality assurance procedures and monitor the implementation thereof by the other consultants and the contractors
Monitor preparation and auditing of the contractor’s health and safety plan and approval thereof by the health and safety consultant
Monitor the preparation of the environmental management plan by the environmental consultant
Establish procedures for monitoring scope and cost variations
Monitor, review, approve and issue certificates
Receive, review and adjudicate any contractual claims
Monitor the preparation of financial control reports by the other consultants
Prepare and submit progress reports
Coordinate, monitor and issue practical completion lists and the certificate of practical completion
Facilitate and expedite receipt of occupation certificate

Co-ordinate and monitor rectification of defects
Manage procurement of operations and maintenance manuals, guarantees and warranties
Manage the preparation of as-built drawings and documentation
Manage procurement of outstanding statutory certificates
Monitor, review and issue payment certificates
Issue completion certificates
Manage agreement of final account(s)
Prepare and present the project close-out report

FORMS OF CONTRACT

CPDev have a full working knowledge of the five principal forms of contracts between employers and contactors and regularly implement these forms of agreement for Clients. The most common form of contract is the JBCC and is generally accepted on property development projects, when utilizing the JBCC principal agreement we use the PROCSA form of contact to appoint consultants as the conditions and consultant deliverables are aligned between these forms of agreement.

JBCC

The Joint Building Contracts Committee® NPC (JBCC® ) is representative of building owners and developers, professional consultants and general and specialist contractors who contribute their knowledge and experiences to the compilation of the JBCC® documents that: ... with an equitable distribution of contractual risk.

PROCSA

PROCSA, the Professional Consultants Services Agreement Committee has compiled a Client/Consultant Professional Services Agreement which comprises a suite of documents prepared to regulate the terms of engagement between the client and the consultants in the interests of standardisation and good practice in the construction industry on a mandate from the constituent bodies.

GCC

The terminology used in GCC 2004 is consistent with that of the CIDB's Standard for Uniformity in Construction Procurement. The General Conditions of Contract for Construction Works (2004) published by the South African Institution of Civil Engineering, are applicable to this contract.

FIDIC

The FIDIC suite of construction contracts is written and published by the International Federation of Consulting Engineers. The FIDIC suite of contracts now covers a wide range of projects and methods of procurement. The Silver Book which refers to Conditions of Contract for EPC/Turnkey Projects. The Gold Book which refers to FIDIC Design, Build and Operate Projects where the project is also operated generally via and operational and management contract.

NEC

NEC3 is a family of contracts unique in offering a complete end-to-end project management solution for the entire project life-cycle; from planning, defining legal relationships and procurement of works, all the way through to project completion, management and beyond. The New Engineering Contract (NEC), or NEC Engineering and Construction Contract, is a formalized system created by the Institution of Civil Engineers that guides the drafting of documents on civil engineering and construction projects for the purpose of obtaining tenders, awarding and administering contracts.