Touchstone CPM - Construction, Planning & Management

DURING THE PRE-CONSTRUCTION PHASE:

• Educate the owner on the construction process so that decisions can be made in a timely manner, allowing resources to be used efficiently. 
• Assist the owner in discussions and design decisions with the Architect/Engineer in the development of the drawings and specifications. 
• Assist the owner in defining any areas that may require an allowance or contingency money to be budgeted. 
• Provide input regarding bonding and insurance requirements. 
• Review, with the owner and design team, all bids and if necessary, conduct interviews with contractors to clarify their understanding of their scope of work. 
• Provide input and make recommendations for the awarding of contracts to contractors. 
• Review contracts with owner prior to owner’s endorsement.  
• Conduct an executive partnering meeting with the owner and the design team. This will set the foundation of the team environment for the duration of the project.

 Pre-Design/Program of Requirements (POR) Phase

• Development of design phase schedule. 
• Partnering / team building. 
• Review overall master plan. 
• Coordinate Local Funded Initiative (LFI) needs (if applicable). 
• Assist in bond campaign.  

Design Phase: Schematic Design (SD), Design Development (DD), Construction Documents (CD)

• Develop responsibility list between OSFC, school district, CM & A/E. 
• Design manual compliance. 
• Attend design review meetings.
• Develop project schedule. 
• Develop project construction estimate at each design sub-phase. 
• Develop cash flow analysis. 
• Value-engineering & constructability review.
• Coordination of contract documents. 
• Long-lead item review. 
• Analyze special safety needs. 
• Analyze local bid market. 
• Develop interest in bid market. 
• Assist A/E in obtaining permits.  

Procurement Phase

• Bid management. 
• Manage pre-bid meetings.
• Conduct bid analysis.
• EEO review.
• Manage post-bid interviews.