Download as PDF, PPTX
Uploaded byAnas EL Wahdan PMP,CPMC
Contract Manager Presentation
The document discusses the benefits of a contract management system for tracking project documents and issues. It allows users to [1] track submittals, design changes, and budget impacts; [2] manage workflows for documents like drawings, RFIs, and meeting minutes; and [3] link schedules and costs to gain visibility. Maintaining all information in a centralized system helps users efficiently monitor the project status and make informed decisions.
Contract Manager Presentation
- 1.
- 2. Business Needs Benefits & Objectives Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 3. 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 – Forecast project Budget – Communicate up to date project details to your project team Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 4. Contract Manager Workflow ISSUES Submittal s Deliveries Drawings Contracts Transmittal No. 10 Transmittal Daily TO: PO's Reports s FROM: Meetings RFI’s/Chang Requisitions es Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 5.
- 6. Tracking Project Budget (Cost Worksheet) Budget Cost (Owner & Main Contractor) Committed Cost (Main Contractor & Subcontractors) Actual Cost (ALL) Analyze budgets , review commitment documents and record requisitions and invoices as they are received. The Cost Worksheet automatically collects and summarizes detailed cost elements from contracts, requisitions, changes and purchase orders and dynamically displays them so you can forecast project costs and simplify contract control. Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 7. Payment Requests (Requisitions) Project Cost Worksheet Budget Committed Actual Invoices Budget Changes Contracts or P.O. Changes Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 8.
- 9. Tracks submittals Reviews and approvals . Ensures materials are perfectly to spec. Controls changes From 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
- 10. • Track Submittals:- Submittals include contract drawings, Sample materials, and Permits that need approval. this Submittals module helps to ensure contract compliance by tracking who received what and when they received it. Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 11. SUBMITTAL FLOW Review/Approval Received Sent Returned Forward If DAYS HELD GT Planned Transmittal Transmittal Dunning letter Correspondence Sent Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 12. Project Changes After project parties accept a contract or purchase order and work begins, any changes resulting from changed specifications, scope of work, site conditions, or project schedule affect the initial contract. The process of formally changing a contract requires several steps, each of which should be fully documented Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 13. Subcontractor Change Order CO Contractor Owner CO CHANGE ORDER COR CHANGE ORDER REQUEST Subcontractor Contractor PCO PROPOSED CHANGE ORDER RFP REQUEST FOR PROPOSAL Contractor Designer ANS ANSWER RFI REQUEST FOR INFORMATION Contractor Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 14.
- 15. Contract Drawings The drawing log ensures that everyone is building using the latest drawings and specifications. Contract Manager helps you to use the drawings log to manage your drawings, keep on top of the latest revision, and ensure the distribution to all project participants. Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 16. Design Review Drawing Rev. A Drawing Rev. B Civil Civil DWG C1-C10 DWG C1-C15 30% Complete 60% Complete 15% Complete (Review Meeting) (Review Meeting) Elect Elect DWG E1-E8 DWG E1-E10 Concept Design Schematic Development Progress MECH MECH DWG M1-M20 DWG M1-M20 STRUCT STRUCT DWG S1-S20 DWG S1-S15 Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 17. Design Review Drawing Rev. C Drawing Rev. D Civil Civil DWG C1-C20 DWG C1-C20 60% Complete 95% Complete (Review (Review Meeting) Meeting) Elect Elect DWG E1-E12 DWG E1-E12 Progress Progress MECH MECH DWG M1-M20 DWG M1-M20 STRUCT STRUCT DWG S1-S20 DWG S1-S20 Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 18. Distribution Drawing Rev. 1 AFC ADD IFC IFB (Approved for (Addendum (Issued for (Issued for Bid) Construction) Issued) Construction) 100% Complete (Drawing Bid Set (Contract (Final) to GCs) awarded: Cons. distributes drawings to GC) Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 19. Tracking Contract Drawings Compress the drawing approval cycle Maintain an accurate history of revisions Create and maintain distribution lists Identify copies sent and paper size Relate drawing changes to financial changes Create transmittals for each drawing set sent for review or distribution Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 20. Steps for Managing Drawings 1. Establish standard dictionaries 2. Define distribution lists 3. Create multiple drawings for each discipline 4. Package a group of drawings as a set 5. Log issued drawing revisions 6. Forward the drawing set for review or distribution 7. Update drawings by reviewer Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 21. Defining Distribution Lists Create distribution lists for project participants involved in the transmittal, submittal, or contract drawing processes Contain individuals who should receive drawings Review or approval Copies of the drawing Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 22.
- 23. Link Contract Managerto Primavera Schedule Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 24. Connect a primavera schedule to Contract Manager Track submittal and delivery activities View contractors activities in daily reports Add change order activities when they occur Drawing sets Monitor key design reviews How will the impact your schedule Link requisition line items to activities Export Contract Manager data to P3 Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 25. Note: You can link specific P3ec activities to documents throughout Contract Manager. Eng: Anas El-Wahdan,PMP,Who'sWho,CPMC
- 26. 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
- 27.