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Project Development

Depending on a project’s approval path, projects will proceed through a set of phases, sometimes requiring approval to proceed to the next stage. 

Project Phases

The following seven project phases may be required:

1. Programming, Feasibility, Pre-Design (When Required)

This phase includes programming, space planning, rough order of magnitude cost estimates, and the development of a preliminary project schedule.  This phase may also include a feasibility study, conceptual design, or the development of master plans.

2. Schematic Design

Schematic design documents further develop the endorsed project to a level that the design, scope, budget, and schedule can be approved.

3. Design Development/Construction Documents

Design development and construction documents take the approved design from schematic design into finalized documents for construction.

4. Construction Procurement/Permitting

The construction procurement includes the following: permit, bid, and award.  This Phase will take the developed drawings and submit them to: the jurisdictional authorities for plan review to obtain necessary construction permits; contractors for bid and award.

5. Construction

Construction is the implementation of the project in accordance with contract documents, and within budget and schedule.  The construction phase may be split into demolition and construction to expedite project delivery.

6. Occupancy

Project is nearing completion and is ready for occupancy. Occupancy is when the project is nearing completion and the temporary certificate of occupancy has been issued allowing occupants to move in.

7. Close-Out

Close-out includes commissioning and the completion of all constsruction and financial activities.

Review/Approval

The Capital Project Workgroup, as well as Facilities, will help schools/units navigate through the various project phases and approval points. At the points outlined in the Capital Facilities Process map, the project manager or planner will submit the required project materials to the Capital Facilities Committee for review and approval. In some instances, the school/unit may be asked to attend and represent the project to the Capital Facilities Committee.

If the project is approved to proceed, it will advance to the next phase. For a summary of the required project phases and approval requirements for each approval path, please reference the Capital Project Development Phases and Approvals document.

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