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Part 03 – CONCEPTUAL PLANNING
Part 03 of the Manual of Practice identifies the people and parties involved in developing overall project objectives. The planning and design of any building or facility is the beginning of a project. The construction and occupancy will follow. The initial planning involves a complex process of establishing a strategic plan to conceive and bring into physical reality, any building or facility.
To achieve this objective means a sequence of events. In approximate and consecutive chronological order, the events covered in this Part are:
• to conceive the need,
• to identify and confirm financing,
• by conceptualizing the planning and budgeting for facility requirements,
• to translate the need and the planning into an actual conceptual design,
• to re-estimate costs, and
• to adjust the design and planning accordingly.
This Part addresses the planning process, which is a continuation of activities including:
• initiate design drawings and specification research activities,
• identify and coordinate all perceived needs into a material form,
• confirm the various levels of objectives are realized, then
• bid and award a contract.
After contract award, construction begins to realize the following planning concepts:
• to materialize the concepts and physical form identified,
• to construct and assemble components,
• to coordinate the parties and the processes involved, then
• activate, start-up, and commission the facility into actual use.
Once the facility is ready for use, this Part identifies how an occupant begins the usage of the planned spaces:
• to operate and maintain each space as intended,
• to renovate and reconfigure for changing occupancy or function, and
• to decommission or vacate.
The content of this Part outlines when effective utilization is terminated, the facility can be:
• renovated for an alternate use,
• demolished or disposed of,
• materials and equipment used can be re-cycled,
• land used can be returned to nature.
Almost all construction projects follow this chronology of events, whether the effort is for a new facility or to refurbish an existing facility.
The new MOP is organized and structured as follows:
• Part 01 – Introduction
• Part 02 – Project Delivery
• Part 03 – Conceptual Planning
• Part 04 – Design
• Part 05 – Construction Documents
• Part 06 – Construction
• Part 07 – Facilities Management
• Part 08 – Glossary
• Part 09 – Appendices
• Part 10 – References
NOTE: The CSC MOP is an electronic product that can be downloaded and printed. A binder and dividers will be mailed for assembling the documents after printing.
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