Contract Manager Presentation
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Transcript of Contract Manager Presentation
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Business NeedsBenefits & Objectives
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Business Needs – Track submittal reviews and determine the
impact on the schedule – Manage design changes and distribute
contract drawing revisions to contractor– Review change orders for financial and
technical impact and make recommendations
– Communicate up to date project details to your project team
– Forecast project Budget
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Contract Manager Workflow
Contracts\PO's
Submittals
RFI’s/Changes
DeliveriesDrawings
RequisitionsMeetings
Transmittals
TO:
FROM:
Transmittal No. 10 Daily Reports
ISSUES
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Tracking Project Budget (Cost Worksheet)
Budget Cost (Owner & Main Contractor)
Committed Cost (Main Contractor & Subcontractors)
Actual Cost (ALL)
Analyze budgets , review commitment documents and recordrequisitions and invoices as they are received.
The Cost Worksheet automatically collects and summarizesdetailed cost elements from contracts, requisitions, changes andpurchase orders and dynamically displays them so you can forecastproject costs and simplify contract control.
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
BudgetChanges
Payment Requests
(Requisitions)
Contracts or P.O.
Changes
Invoices
Project Cost Worksheet
Budget Committed Actual
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Tracks submittalsReviews and approvals .
Ensures materials are perfectly to spec.
Controls changesFrom the estimate phase to final approval for both budgeted and committed costs.
Identifies impacts on project costs and schedule.
According to the nature of the change and the company’s process for recording and tracking changes, the Change Management module enables you to create a customized workflow to meet your company’s change management needs.
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
•Track Submittals :-
Submittals include contract drawings, Samplematerials, and Permits that need approval. thisSubmittals module helps to ensure contractcompliance by tracking who received what andwhen they received it.
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Received Sent Returned Forward
Transmittal
Dunningletter
Transmittal
CorrespondenceSent
Review/Approval
If DAYS HELDGT Planned
SUBMITTAL FLOW
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Project Changes
After project parties accept a contract orpurchase order and work begins, any changesresulting from changed specifications, scope ofwork, site conditions, or project schedule affectthe initial contract. The process of formallychanging a contract requires several steps, eachof which should be fully documented
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Contractor
COContractor
ANS
ContractorRFP
SubcontractorPCO
Contractor
COR
Owner
RFI
Designer
CO
Subcontractor ChangeOrder
REQUEST FOR INFORMATION
ANSWER
REQUEST FOR PROPOSAL
PROPOSED CHANGE ORDER
CHANGE ORDER REQUEST
CHANGE ORDER
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Contract DrawingsThe drawing log ensures that everyone is buildingusing the latest drawings and specifications.Contract Manager helps you to use the drawings log tomanage your drawings, keep on top of the latestrevision, and ensure the distribution to all projectparticipants.
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Design Review
ElectDWG E1-E8
CivilDWG C1-C10
MECHDWG M1-M20
STRUCTDWG S1-S15
ConceptSchematic
Design Development
15% Complete30% Complete(Review Meeting)
Drawing Rev. A
ElectDWG E1-E10
CivilDWG C1-C15
MECHDWG M1-M20
STRUCTDWG S1-S20
Progress
60% Complete(Review Meeting)
Drawing Rev. B
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
ElectDWG E1-E12
CivilDWG C1-C20
MECHDWG M1-M20
STRUCTDWG S1-S20
Progress Progress
95% Complete(Review Meeting)
Drawing Rev. C
60% Complete(Review Meeting) Elect
DWG E1-E12
CivilDWG C1-C20
MECHDWG M1-M20
STRUCTDWG S1-S20
Drawing Rev. DDesign Review
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
IFB(Issued for Bid)
AFC(Approved forConstruction)
ADD(Addendum
Issued)100% Complete
(Final)
IFC(Issued for
Construction)(Drawing Bid Set
to GCs)(Contract
awarded: Cons.distributes
drawings to GC)
Drawing Rev. 1
Distribution
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Tracking Contract DrawingsCompress the drawing approval cycleMaintain an accurate history of revisionsCreate and maintain distribution lists
Identify copies sent and paper sizeRelate drawing changes to financial changesCreate transmittals for each drawing set sent for review ordistribution
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Steps for Managing Drawings1. Establish standard dictionaries2. Define distribution lists3. Create multiple drawings for each discipline4. Package a group of drawings as a set 5. Log issued drawing revisions6. Forward the drawing set for review or distribution7. Update drawings by reviewer
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Defining Distribution ListsCreate distribution lists for project participants involved in the transmittal, submittal, or contract drawing processesContain individuals who should receive drawings
Review or approvalCopies of the drawing
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Link Contract Manager to Primavera Schedule
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Connect a primavera schedule to Contract ManagerTrack submittal and delivery activitiesView contractors activities in daily reportsAdd change order activities when they occurDrawing sets
Monitor key design reviewsHow will the impact your schedule
Link requisition line items to activitiesExport Contract Manager data to P3
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Note:You can link specific P3ec activities to documents throughout Contract Manager.
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Staying on Top of Issues Benefit statement
Keeps all documents organized to allow you to quickly retrieve them in order to make informed decisions
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
Questions?
Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC