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Any project involves construction work, and there will also be **small problems**. I present here the book \"Construction Organization and Management\"; I’ve glanced through it briefly and found it quite informative! But the file is too large; attachments cannot be uploaded... Let’s upload the content of Chapter 1 first. With the modernization and advancement of construction technology, the production of building products has become a comprehensive and complex systematic project. Whether in terms of scale or functionality, some of them soar high into the sky, some have enormous spans, and some extend deep underwater, which poses many complex and difficult challenges for construction. To carry out construction preparation work properly, it is necessary to conduct on-site surveys and investigations of the project to be built in order to obtain first-hand data. This is essential for developing an advanced, reasonable, and practical construction organization plan. How to select the optimal and most feasible solution among numerous factors such as the construction season, environmental conditions, project duration, the skill level and number of workers, the availability of machinery and equipment, material supply, component production methods, and transportation conditions is an issue that construction workers must address before starting work; it is also the key focus of this chapter. 1.1 The Role and Classification of Construction Organization 1.1.1 The Object of Study in Construction Organization Construction organization involves studying the objective laws of overall planning and systematic management in construction projects, in light of the complexity associated with such projects. It is a form of production organization that entails the allocation of resources in a manner appropriate to the unique characteristics of single-unit production in construction projects (products). Different buildings or structures have distinct construction methods. Even for buildings or structures designed according to the same standards, the construction methods cannot be exactly the same due to differences in the location of construction. Therefore, there is no universally uniform and fixed construction method available to choose from; instead, different construction organization plans must be developed for each specific project. Therefore, it is necessary to study in detail the characteristics of the project, the regional environment, and the conditions of construction. From an overall construction perspective as well as from a technical and economic standpoint, it is essential to follow the requirements of the construction processes, arrange the spatial layout and timing of the construction activities in a rational manner, organize the supply and consumption of material resources scientifically, and better coordinate the relationships between various units, departments, and construction phases involved in the project. This requires unified planning to be carried out before the construction of the project begins, and it needs to be scientifically expressed through a construction organization plan. 1.1.2 The role of construction organization design: Construction organization design is a comprehensive technical and economic document that plans and guides the entire process of a project, from preparation for construction to completion and acceptance. It serves as a bridge between project design and construction; it must reflect both the design and operational requirements of the project as well as the objective laws of construction work, playing a role in formulating strategic plans or tactical arrangements for the whole construction process. (1) The construction organization design can guide project bidding and the signing of project contracts, and serve as part of the bid document and the contract paperwork. (2) The construction organization design is an important part of the construction preparation work; it enables scientific management of the construction process to ensure that the preparatory tasks for each construction phase are carried out on time. (3) The construction organization design is an important means for implementing scientific management throughout the construction process of a project to be built, and it serves as a basis for monitoring the three key objectives of project construction: progress, quality, and cost. (4) By preparing the construction organization plan, methods of construction, construction sequence, as well as labor and technical organization measures are determined, thereby improving overall efficiency. 1.1.3 Classification of construction organization design: Construction organization design can be classified in the following ways, based on different design stages, the scope of the subjects involved in its preparation, and the complexity of its content. 1. Classification by different design stages: 1) Pre-bid design. Pre-bid design covers the scope of work related to bidding and signing of project contracts; it is prepared by the management team prior to bidding, and the quality of this pre-bid design is a key factor in determining whether a bid will be successful. 2) Post-marking design: Post-marking design covers the period from construction preparation to construction acceptance. It is prepared by the project management team after the contract is signed but before work begins, and it serves to guide the construction of the entire project in the absence of a prior plan. 2. Classification according to the scope of the subject for which it is prepared: Construction organization designs can be classified, based on the scope of the subject for which they are prepared, into general construction organization designs, construction organization designs for individual (or single) projects, and construction organization designs for specific components or tasks of a project. 1) General construction organization plan: The general construction organization plan is a comprehensive document of technical, economic, and organizational nature that is prepared for a building complex or a construction project, and it serves to guide all the construction activities throughout the entire process of building that complex or carrying out that project. The general construction organization plan is generally prepared after the preliminary design or expanded preliminary design is approved, under the leadership of the chief engineer of the general contracting company, in collaboration with the construction party, the design team, and the subcontractors. 2) Construction organization design for a unit (or individual) project: The construction organization design for a unit (or individual) project is a guiding document of technical, economic, and organizational nature that is prepared for a specific unit project (a building or structure), and it serves to guide the entire construction process. The construction organization design for a unit project is generally prepared under the leadership of the technical supervisor of the project team, after the construction drawings have been completed and before the start of construction of the project. 3) Construction organization design for individual construction tasks: The construction organization design for individual construction tasks is a comprehensive document of technical, economic, and organizational nature, prepared for those construction tasks that are difficult to carry out or involve complex technologies. It serves to outline all the construction activities required for the complete execution of such tasks. The construction organization design for sub-projects and individual tasks is generally prepared simultaneously with the construction organization design for the entire project, and it is the technical personnel in charge of the overall project who are responsible for its preparation. 3. Classification by the level of complexity of the content: 1) Comprehensive construction organization plan. For projects that are important, large in scale, complex in structure, require high technical standards, and involve the use of new structures, technologies, materials, and processes, it is necessary to prepare a construction organization plan that is detailed and thorough. 2) A concise construction organization plan: For projects with a small scale, simple structure, and low technical requirements, a construction organization plan that includes only basic elements such as the construction plan, construction schedule, and construction layout diagram can be prepared. 1.2 Construction Procedures and Building Processes 1.2.1 Construction Projects and Their Components A basic construction project, simply referred to as a construction project, generally means a construction work that is carried out within the framework of an overall design or preliminary design; once completed, it forms a complete system that can independently generate production capacity or possess utility value – such a project is considered a construction project. For example, in industrial construction, such as a power plant or a cotton mill, etc ; In civil construction, such as a school, a hospital, etc. An enterprise or institution that carries out capital construction is called a construction unit. The construction unit is administratively organized independently and managed in a unified manner, with unified economic accounting; it can establish economic relationships with other units directly. Construction projects can be classified from different perspectives. For example, construction projects can be classified into large-scale, medium-scale, and small-scale projects based on their size ; Based on the nature of the construction project, they can be classified as projects to increase production capacity, such as new construction, expansion, or renovation ; According to the different specialties of construction projects, they can be classified into industrial and civil building projects, transportation engineering construction projects, water conservancy engineering construction projects, etc ; Based on the purpose of construction projects, they can be divided into productive construction projects (including those in industry, agricultural water management, transportation and telecommunications, commerce and material supply, geological resource exploration, etc.) and non-productive construction projects (including those for housing, education and culture, health care, and public services). Knowledge link: To meet the needs of decomposed management in construction projects, these projects can be broken down into individual works, unit projects, sub-projects, and detailed tasks. Application Case 1-1 takes a hospital construction project as an example; its decomposition can be referred to as shown in Figure 1.1. Figure 1.1 Decomposition of a hospital construction project 1) Individual project (also known as a construction project) An individual project is one that has its own separate design documents, can be constructed independently, and can operate to produce capacity or deliver benefits on its own once completed. A construction project can consist of a single unit project or multiple unit projects. In civil construction projects such as outpatient and inpatient buildings in hospitals, as well as teaching and dormitory buildings in schools, these can all be considered individual projects. Their scope includes building construction, equipment installation, as well as utilities such as water, electricity, and heating systems. 2) Unit project: A unit project is a project that has its own design and can be constructed independently, but it cannot operate to generate production capacity or benefits on its own after completion. A single project can be composed of several sub-projects. For example, a production workshop generally consists of various sub-projects such as civil engineering, industrial piping engineering, equipment installation engineering, water supply and drainage engineering, and electrical lighting engineering ; A outpatient building is also composed of individual construction elements such as civil engineering, equipment installation, plumbing, and electrical lighting works. 3) Sub-projects: Sub-projects are components of a larger project; they are typically classified based on the location of the work, structural design, type of specialty involved, and the materials used. For example, the civil engineering components of an outpatient building can be divided into sub-projects such as foundations, the main structure, the roof, and interior decoration, based on their structure or functional areas ; According to its quality inspection and evaluation requirements, it can be divided into foundation and substructure, main structure, floors and surfaces, doors and windows, decoration, roof works, etc. 4) Sub-projects (also known as construction processes) are components of larger projects; they are those that can be completed through relatively simple construction processes. The volume of work and its unit price can be calculated using appropriate measurement units. Sub-projects are generally classified based on factors such as construction methods, main types of work involved, materials, and the specifications of structural elements. For example, the foundation of a brick-concrete structure can be divided into sub-projects such as soil excavation, concrete cushion, brick foundation, and backfilling ; The main concrete structure can be divided into sub-projects such as installing formwork, binding rebar, and pouring concrete. Special note: Several sub-projects make up a sub-work; several sub-works constitute a single work; several single works form a project; and several projects comprise a construction project. ? A simple construction project may also consist of just one single task. 1.2.2 Characteristics of construction projects The characteristics of construction projects are mainly reflected in two aspects: its outcome—the building products—and the production process of those building products. 1. Characteristics of construction products 1) Large size of construction products: To fulfill their functional requirements, construction products require a large amount of material resources and occupy substantial areas both on the ground surface and in terms of space; compared to ordinary industrial products, they are much larger in size. 2) Fixed nature of construction products: Construction products are fixed in the location where they are used; they are connected to the foundation buried deep underground. Therefore, they can only be produced and used at the place of construction, cannot be moved around, and cannot circulate like ordinary industrial products. 3) Diversity of building products: Different building products vary in terms of construction scale, structural type, architectural design, foundation design, and usage requirements. Even building products of the same type can vary from one another due to differences in location, terrain, geological and environmental conditions, as well as the type of materials used. 4) The comprehensiveness of building products: Building products involve not only various technical aspects and specialties related to the architectural functions, structural design, and decorative elements of construction projects, but they also incorporate various facilities such as process equipment, heating and ventilation systems, water and power supply, and communication networks. Therefore, building products represent a complex organic whole. 2. Characteristics of construction 1) Long construction period: The large volume of construction products determines that the construction process takes a long time. The volume of work involved in building products is enormous; a great deal of human, material, and financial resources are required for their production. It demands the cooperation and joint effort of various types of workers and teams, and it takes a long time to complete such production. 2) Mobility in construction work: The fixed nature of building products determines the mobility in their production. For general industrial products, the location of production, the producers, and the production equipment are fixed, with the products moving along production lines. Construction, on the other hand, is different: building products are fixed, and the producers involved in construction, as well as materials and production equipment, not only need to move as the location where the building product is constructed changes, but also keep moving around in space depending on the different parts of the building that are being constructed. 3) The uniqueness of construction projects: The fixed location of building products and the diversity of their types determine the uniqueness of building production. Each building product is designed and constructed according to the requirements and plans of the construction party, with distinct design processes, construction methods, and feasible construction plans developed based on its functional purpose and location, thereby ensuring that each building project is unique. 4) Complexity of construction: The complexity of construction products determines the complexity of building construction. The production of building products is a process that requires a long time, involves significant workload, high resource consumption, and involves a wide range of specialties. It involves various specialties such as mechanics, materials, architecture, structure, construction, hydraulics, and equipment; coupled with the mobility and uniqueness of each construction project, this makes the organizational coordination in building construction highly complex. 1.2.3 Capital construction procedures The capital construction procedures refer to the sequence that various tasks must follow throughout the entire process of a construction project, from decision-making, design, construction, and completion inspection to commissioning or putting the project into use. They represent the objective rules that must be adhered to throughout the construction of a project. This sequence is neither arbitrarily arranged by humans nor can it change with the location of construction; rather, it is determined by the basic construction process. Considering the objective laws of capital construction, the characteristics of projects, and the scope of work involved, it is necessary to ensure that the various stages and aspects of project construction are interconnected within a multi-level, multidimensional framework and within a limited time frame in order to organize capital construction effectively. The capital construction process in our country can be divided into eight stages: project proposal, feasibility study, design documents, construction preparation (including bidding and contract signing), construction implementation, production preparation, completion acceptance, and post-evaluation. These 8 stages can be further summarized into three major phases, namely the project decision-making phase, the project preparation phase, and the project implementation phase. 1. Project decision-making stage: The project decision-making stage includes elements such as project proposals and feasibility studies. 1) Project proposal: A project proposal is an overall outline of the proposed project. It is formulated in accordance with the **long-term plans for national economic and social development, industry plans, and regional plans, as well as** industrial policies. Through research, market forecasting, and technical analysis, it focuses on providing a macro-level assessment of the necessity for carrying out the project, as well as a preliminary evaluation of its feasibility. A project proposal is a recommendation document submitted by the project owner to the relevant authorities requesting the construction of a particular project. For large and medium-sized projects, those with complex technological processes, wide scope of involvement, and high levels of coordination, a feasibility study report must also be prepared as one of the main attachments to the project proposal. The project proposal represents the initial stage of the project development cycle; it serves as the basis for **selecting a project as well as for conducting feasibility studies. In the case of projects that involve foreign investment, external activities can only commence after the project proposal is approved. The content of a project proposal varies in complexity depending on the specifics of the project, but it generally should include the following aspects. (1) The rationale for proposing the project, which mainly outlines the current situation of the project owner, the name of the proposed project, its nature, the location where it will be constructed, as well as the reasons and basis for carrying out this project. (2) The preliminary construction plan for the project, including the scale of construction, main contents, and functional distribution, etc. (3) Project construction conditions, as well as the progress of various aspects of the project construction and its duration. (4) The total investment amount for the project and the arrangement of funds for its main construction, as well as the methods and plans for raising funds. (5) Preliminary estimates of the economic and social benefits after project completion, including preliminary financial evaluation and national economy evaluation. Once the project proposal is prepared in accordance with the requirements, the approval authority is determined based on the overall scale and budget limits, and the proposal is submitted for approval. 2) Feasibility study: Once the project proposal is approved, the feasibility study can be carried out. A feasibility study is a thorough and detailed investigation into the social, economic, technical, and other aspects related to a proposed construction project prior to making an investment decision. It involves a careful technical and economic analysis and comparison of various possible design and construction solutions, as well as a scientific prediction and evaluation of the economic benefits that will arise once the project is completed. On this basis, a comprehensive analysis, systematic evaluation, comparison of various options, and overall assessment are carried out regarding the technical advancement and suitability, economic rationality and effectiveness of the proposed project, as well as its necessity and feasibility. Conclusive opinions are thus derived on whether to invest in the project and how to do so, providing a reliable scientific basis for investment decisions in this project. The content of a feasibility study report for a construction project can be summarized into three main parts. First is market research, which includes market surveys and forecasting studies for the proposed project. This constitutes the premise and foundation for feasibility studies of the project, and its main task is to address the issue of the project’s \"necessity\" ; The second is technical research, namely the study of technical solutions and construction requirements; this constitutes the technical foundation for the feasibility study of a project, as it aims to address the issue of the project’s technical feasibility ; The third is benefit analysis, that is, the examination and evaluation of economic benefits. This constitutes the core part of a project feasibility study, addressing primarily the issue of the project’s economic \"reasonableness\". Market research, technical research, and benefit analysis together constitute the three main pillars of project feasibility study. Based on the feasibility study, a feasibility study report shall be prepared, and the completed report must be submitted to the relevant authorities for approval in accordance with regulations. The approved feasibility study report serves as the basis for the preliminary design and must not be modified or altered arbitrarily. 2. Project preparation phase: The project preparation phase mainly includes the preparation of design documents and construction preparations. At this stage, the main tasks involve establishing a project entity based on the approved feasibility study report, carrying out preliminary design and detailed construction drawings, preparing an estimated cost for the design, formulating annual construction and investment plans, conducting bidding for the project, signing construction contracts, and preparing equipment, materials, and the construction site. 1) Design documents: Design documents serve as the main basis for planning construction projects and carrying out building work. Design documents are generally prepared by the project owner through bidding or by entrusting a design firm with the appropriate qualifications to carry out the design work. When preparing the design documents, the requirements of the construction project should be translated into engineering drawings and their accompanying specifications that guide construction, based on the approved feasibility study report. The design is carried out in stages. For small and medium-sized construction projects, a two-stage design process is generally adopted, namely preliminary design and construction drawing design. For large-scale projects or those that are technically complex, a three-phase design approach can be adopted, namely preliminary design, technical design, and construction drawing design. (1) Preliminary design. The preliminary design is a preliminary design document prepared based on the approved feasibility study report or design assignment. The preliminary design documents consist of four parts: the design specification (including the general design description and the design specifications for various specialties), the design drawings, a list of major equipment and materials, and the project cost estimate. During the preliminary design phase, each specialty shall conduct a comprehensive technical and economic analysis of the design proposals for its own area of work or of the solutions to major technical issues, in order to assess their technical suitability and reliability as well as their economic viability; the main findings of this analysis shall be included in the preliminary design documentation for that specialty. The chief design officer discusses the overall design of the engineering project in the general design specifications. The preliminary design is approved by the project owner. Once approved, the control parameters such as the scale of construction, the location of construction, the main processing procedures, the key equipment, and the total investment shall not be altered arbitrarily. (2) Technical design. Technical design involves further addressing various technical issues related to architecture, structure, processes, equipment, etc., on the basis of the preliminary design. It is necessary to clarify the main dimensions of the plan, elevation, and section views, determine the main architectural elements, select the key components and equipment, and resolve any conflicts between different specialties. Technical design is the foundation for producing construction drawings, and it also serves as the basis for ordering equipment and preparing for construction. (3) Construction drawing design. Construction drawing design is the final stage of architectural design. Its main task is to meet the construction requirements; that is, based on the preliminary or technical design, it integrates the efforts of various specialties such as architecture, structure, plumbing, electrical systems, and HVAC, ensures proper communication among them, conducts thorough verification, and gains a deep understanding of factors such as material supply, construction techniques, and equipment. It then reflects all the specific requirements for the construction project in the drawings, ensuring that the entire set of drawings is complete and accurate. The contents of construction drawing design mainly include: determining all project dimensions and materials required, drawing all construction drawings for the building structure and equipment, as well as project specifications, structural calculations, and construction drawing budgets. 2) Construction preparation: The construction preparation work can begin after the feasibility study report is approved. The following preparatory work must be carried out before the implementation of the construction project: land acquisition and demolition, as well as ensuring \"three connections and one leveling\" (water supply, electricity supply, road access, and site leveling) ; Engineering geological survey ; Collect basic design information and organize the review of design documents ; Organize equipment and place material orders ; Prepare the necessary construction drawings ; Organize construction bidding, select the best contractor, sign a construction contract, and handle the procedures for starting construction, etc. Proper preparation for construction projects plays a crucial role in ensuring better project quality, reducing costs, and accelerating the construction pace. Special note: For detailed information on the construction preparation work, please refer to Section 1.3. 3. Project implementation phase The project implementation phase is the longest, most labor-intensive, and most resource-consuming stage in the capital construction process. The focus of work at this stage is to carry out construction and installation based on the design drawings, which also includes preparing for production or use, conducting completion inspections, and performing post-evaluations. 1) Building construction: Building construction refers to the entire process by which workers with relevant production experience and technical skills, using necessary construction equipment, purposefully move, process, shape, and install various building materials (including finished or semi-finished products) in accordance with specific requirements, in order to produce building products of satisfactory quality. It is the process of turning plans and blueprints into physical structures. Before construction, it is necessary to conduct a thorough review of the drawings. During construction, work must be carried out strictly in accordance with the construction drawings and the records from the drawing review; any changes require the approval of the project owner and the design team ; Before construction, a construction drawing budget and a construction organization plan should be prepared, specifying the control requirements for investment, schedule, and quality, and these must be approved ; During construction, the relevant construction standards and specifications must be strictly followed to ensure project quality, and the construction tasks must be completed in accordance with the provisions of the contract. 2) Production preparation: Production preparation is an important task carried out by the project owner prior to the start of production; it is a necessary condition for transitioning from the construction phase to production and operation. The project owner shall promptly organize a dedicated team or agency to carry out the preparatory work for production. Production preparation work is determined according to the requirements of different types of projects, and generally should include the following items. (1) Establish production and management organizations, and formulate management systems and relevant regulations. (2) Recruit training personnel to improve the overall competence of production and management staff, so as to meet the requirements of production and operations. (3) Production technology preparation, including technical consultation, determination of operation plans, and job operation procedures. (4) Preparation of materials, including raw materials, fuel, tools and equipment, spare parts, and other supporting products. (5) Other necessary production preparations. 3) Completion acceptance: The completion acceptance of a construction project is an activity in which the employer, the contractor, and the project acceptance committee, based on the approved design specifications and documents for the project, as well as the construction acceptance standards and quality inspection rules issued by ** or relevant departments, carry out inspections and certifications, as well as comprehensive evaluations and assessments of the entire project after it has been built and passed trial production, following certain procedures and formalities. Completion acceptance is the final stage of a construction project. It requires that the individual construction units have been approved for acceptance, that all project documentation has been properly organized in accordance with regulations, and that necessary documents such as the completion report and final account have been prepared, before an application can be submitted to the competent authority for acceptance to take place. For industrial production projects, acceptance can only take place after the trial run with feed materials is successful, production capacity is established, and normal product manufacturing is possible ; For non-industrial production projects, they must be able to function properly before acceptance can take place. Knowledge link: After the preparation of the final settlement for completion, an audit must be conducted by an auditing authority; the audit report issued by this authority serves as the basic document for the completion acceptance. For projects of large scale and high technical complexity, relevant personnel can be organized to conduct a preliminary inspection; projects that fail this inspection will not be approved ; For projects with unresolved issues, specific solutions must be proposed, and rectification must be carried out within a set time limit. 4) Post-evaluation: With China’s successful accession to the WTO, there will be an increasing number of domestic international cooperation projects involving foreign entities. In accordance with international contracting practices, post-evaluation of construction projects is an essential part of it. Objectively speaking, the post-evaluation of construction projects in our country is still in its infancy. Based on foreign experience and the consensus of domestic experts, it is an inevitable trend to establish and improve a system for post-investment evaluation of projects in our country as a way to regulate the construction market and align it with international standards. Post-project evaluation refers to the process of, after a project has been completed and put into operation and has reached its designed production capacity, conducting a comprehensive analysis of the project’s preliminary stages, implementation process, and operational status. This involves assessing and analyzing the differences between the actual performance of the project and the predictions (plans) made initially, determining whether those predictions and judgments were accurate, and identifying the reasons behind any discrepancies. It also entails learning from the experiences gained during the project’s execution, in order to improve future decision-making, planning, management, and supervision related to projects. Additionally, it aims to develop practical and feasible strategies to enhance the profitability of project investments. This process generally includes the following elements. (1) The impact and evaluation of the actual operating conditions of the project after it reaches its designed production capacity. (2) The economic evaluation of the project after it reaches its designed production capacity consists of two components: the financial post-evaluation of the project and the national economic post-evaluation of the project. (3) Analysis and evaluation of the actual results versus the expected results after the project reaches normal production capacity. (4) Summary of work after the project is completed and put into operation. 1.2.4 Construction procedures The construction procedures represent the sequence and objective rules that must be followed throughout the construction phase of a planned construction project. It is generally divided into 5 steps. (1) Undertake construction tasks and sign construction contracts. (2) Make comprehensive arrangements and develop a proper construction plan. (3) Carry out construction preparations and submit a start-up report. (4) Carefully organize construction and strengthen scientific management. (5) Conduct project acceptance and hand over for production use. 1.3 Construction preparation work: The general process for a basic construction project is carried out in three phases: decision-making, preparation, and implementation. The design phase is further divided into two stages: preparation of design documents and construction preparation. It can be seen that the primary task of construction preparation work is to establish the necessary technical and material conditions for the construction of the project to be built, as well as to organize the construction workforce and the construction site in an appropriate manner. Construction preparation work is also the fundamental guarantee for construction companies to implement effective target management and ensure the smooth progress of civil engineering works and equipment installation. With the trend of construction projects moving deeper underground and higher above ground, the characteristics of being large-scale, complex, challenging, time-sensitive, and hazardous have become evident in such projects. Therefore, carrying out thorough preparation work for construction is of great significance for achieving goals such as leveraging the company’s strengths, ensuring proper allocation of resources, accelerating the construction pace, improving project quality, reducing costs, enhancing the company’s economic performance, gaining social credibility, and modernizing company management. 1.3.1 Classification of construction preparation work 1. Classification based on the scope and scale of the construction preparation work: (1) Overall construction preparation, also known as site-wide construction preparation, refers to all the preparations carried out for a particular construction project. Its purpose and contents are aimed at facilitating site-wide construction activities; it not only creates favorable conditions for such activities but also takes into account the preparation needs of individual construction tasks. (2) Preparation of construction conditions for individual (unit) projects. It refers to the preparatory work carried out for a building or structure; its purpose and scope are both aimed at serving that particular project. It involves making all the necessary preparations before the start of construction for that project, as well as creating the necessary working conditions for the construction of its various components. (3) Preparation of working conditions for sub-projects (individual tasks). It is the preparation of working conditions carried out for a specific sub-project or for construction work during winter or rainy seasons. 2. Classification according to the different construction phases of the project: (1) Pre-construction preparation work. It refers to all the preparatory construction work carried out before the official commencement of a project, with the aim of creating the necessary conditions for its actual start. (2) The construction preparation work after the project starts, also known as the preparation work prior to each construction phase. It refers to the preparatory construction work carried out after the commencement of the project and before the official start of each construction phase, in order to create the necessary conditions for each phase of construction. For the construction of mixed-structure residences, it is usually divided into construction phases such as underground foundation work, main structure work, roof work, and decoration work. The tasks involved in each phase are different, and the required materials, technical conditions, organizational requirements, and site layout also vary from one phase to another. Therefore, it is necessary to carry out the appropriate preparatory work before construction at each stage of the project. 1.3.2 Contents of construction preparation work The construction preparation work must be carried out throughout the entire construction process, and it should be done in a planned, step-by-step manner, phase by phase, according to the sequence of construction tasks. Based on the nature of the preparatory work, it can be roughly categorized into four aspects: preparation of technical documents, preparation of the construction site, preparation of resources, and preparation for seasonal construction. 1. Preparation of technical documents: The preparation of technical documents is extremely important in the overall construction preparation process; any technical errors or mistakes can lead to safety hazards and quality issues. Therefore, it is necessary to thoroughly carry out the investigation, research, and collection of technical materials. 1) Thoroughly review the preliminary design plan. Once the tasks are determined, it is necessary to communicate in advance with the design agency to understand the progress of preparing the preliminary design plan, ensuring that the design meets the requirements in terms of quality, functionality, manufacturing processes, and technology, so as to facilitate construction by removing any obstacles. 2) Familiarize with and review construction drawings. Familiarizing with and reviewing construction drawings mainly provides various bases for preparing the construction organization plan. Familiarity with the drawings is essential; technical and managerial personnel involved in construction must fully understand and grasp the design intentions, as well as the characteristics and technical requirements of the structure. They need to be able to follow the specifications outlined in the design drawings so as to produce building products that meet the design requirements. Familiarizing with and reviewing construction drawings is usually carried out in three stages: self-review of the drawings, joint review, and on-site visa. The self-review of the drawings is carried out by the construction unit, which also prepares a record of this self-review ; The drawing review is chaired by the project owner, with the design unit providing explanations; the construction unit and the supervision unit also participate in it. A minutes of the drawing review is prepared, which is then formally issued by the project owner. All parties involved sign it and affix their official seals to it, using it as a basis for guiding construction work and carrying out project settlement ; On-site visa for drawings refers to the process in construction projects where, if it is found that the actual conditions during construction do not match those specified in the design drawings, or if errors are detected in the drawings, the technical approval and design change visa system must be followed. Issues identified in this way are documented through on-site visas, which serve as a basis for guiding construction, conducting final inspections, and settling accounts. 3) Preparation of construction drawing budgets and construction budgets. A construction drawing budget is an economic document that outlines the cost of construction work and the requirements for various resources, prepared by the construction contractor based on the quantities determined from the construction drawings, the construction methods outlined in the construction organization plan, as well as the budgetary rates for construction work and related costs. A construction budget is an internal economic document prepared by the construction company based on documents such as construction drawings, construction organization plans or schemes, and construction quotas.
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The construction drawing budget serves as the basis for determining the base price and bids in bidding processes; It serves as the basis for the construction entity to disburse the project funds and settle the project accounts ; Yes, it serves as the basis for determining the consumption of labor, materials, and machinery, as well as for preparing the construction organization plan ; It is the basis for the construction company to sign the contract. The construction budget serves as the basis for controlling various cost expenditures within an enterprise’s internal controls and for improving construction management ; It is used to measure workers’ labor productivity and serves as the basis for calculating their wages ; It serves as the basis for issuing construction task orders, controlling material issuance, and conducting economic activity analysis.
4) Investigation and analysis of original data: The investigation and analysis of original data includes the investigation and analysis of natural conditions as well as those of technical and economic factors. (1) The investigation and analysis of natural conditions mainly include: ① Investigation of the construction site, namely the topographic map of the construction area, the locations of control piles and leveling benchmarks, the terrain and landforms, as well as the conditions of surface and underground obstacles on-site, such as buildings, structures, trees, civil air defense facilities, underground pipelines, etc ; ②Investigation of the engineering geology and hydrogeology of the construction site, including geological stability data as well as water quality data such as changes in groundwater level, flow direction, flow velocity, and flow rate ; ③The investigation of meteorological data includes information on the highest and average temperatures throughout the year for each month, the start and end dates of the winter rainy season, the maximum and average precipitation amounts, as well as the prevailing wind directions. The investigation and analysis of these data provide a basis for preparing the ‘three connections and one leveling’ at the construction site, drawing up construction layout plans, and formulating construction measures for winter and rainy seasons. (2) The investigation and analysis of technical and economic conditions mainly includes assessments of local construction enterprises, local human resources, transportation, water, electricity and other forms of energy, major equipment, state-provided materials, and special supplies. ①Energy resources such as water supply and power supply can be obtained by contacting local urban construction, electricity supply, and construction agencies, etc., to meet the needs for temporary water and power supply during construction ; ②Transportation information can be obtained by contacting the local railway and road transportation authorities; it is primarily used to organize construction transportation tasks and select appropriate transportation methods ; ③The investigation of equipment and materials involves assessing the supply capacity, quality, and prices of the process equipment used in construction projects, construction machinery, as well as the three main building materials (cement, steel, and wood). It also includes local materials such as sand, stone, bricks, lime, special materials, along with finished and semi-finished products and purchased components. This assessment is necessary to determine the material supply plan, processing methods, storage and stacking areas, and the construction of temporary facilities ; ④Surveys of the social labor force in the construction area and the surrounding environment, used to formulate labor allocation plans, establish worker living facilities, and determine the size of temporary structures, etc. 5) Preparation of the construction organization plan: The construction organization plan is a comprehensive document prepared based on the scale of the project to be constructed, its structural characteristics, and the requirements of the project owner. It serves as a guide for the entire construction process and is the main technical document for construction preparation work. It is prepared by combining the collected original materials, construction drawings, budget estimates, and other relevant information, while taking into account the specific requirements of the project owner, supervision unit, and design firm, in order to ensure that the construction is completed efficiently, quickly, cost-effectively, and safely. Special note: Due to the technical and economic characteristics of construction, different construction projects have varying functional requirements. Factors such as construction methods, construction equipment, and construction sequence also differ from one project to another. Therefore, a separate construction organization plan must be prepared for each project, which serves as an important basis for organizing and guiding the construction process. 2. Preparation of the construction site The preparations at the construction site are aimed at creating favorable conditions for the construction of the project to be built; they represent an important factor in ensuring that the project can start on schedule and proceed smoothly. Its work is divided, in accordance with the requirements of the construction organization plan, into tasks such as removing obstacles, preparing the site for construction by ensuring proper access, leveling the ground, conducting construction surveys, and setting up temporary facilities. 1) Remove obstacles: All above-ground and underground obstacles on the construction site must be removed before work begins. This work is usually carried out by the construction party, but it can also be entrusted to a construction contractor. For the demolition of a building, it is generally sufficient to cut off the water and power supply before proceeding with the demolition. If the building is large and sturdy, and blasting is required, approval from the relevant authorities must be obtained, and the task must be carried out by professional blasters. The removal of overhead power lines (for electricity and communications) and underground cables (including those for electricity and communications), as well as the removal of pipelines for gas, heat, water supply, and sewage, can only be carried out after contacting the relevant authorities and completing the necessary procedures. If there are trees on the site, they must be cut down only after obtaining approval from the landscaping department. 2) Three connections and one leveling: At the construction site of the project area, it is necessary to provide access to water, electricity, roads, communication facilities, and gas for construction purposes. It is also important to ensure proper drainage and waste disposal at the site, as well as to level the ground. However, the most fundamental tasks are providing access to water, electricity, and roads, along with leveling the ground; these tasks are collectively referred to as “three connections and one leveling”. Water supply refers specifically to the provision of water, including water for production, domestic use, and firefighting. Before the construction of the proposed project begins, the water supply pipelines must be connected, ideally integrated with the permanent water supply system, and the length of the pipelines should be minimized to reduce the cost of the project. Power supply, including electricity for construction and production as well as for daily use. Before the construction of the proposed project begins, electrical and telecommunications facilities must be connected in accordance with safety and energy-saving principles. The power supply should first be obtained from the source provided by the project owner; if its capacity is insufficient to meet the electrical needs of construction, then it is necessary to consider setting up an on-site power generation system to ensure the proper operation of the power and communication equipment at the construction site. A passage refers to the temporary roads at the construction site that have been connected to roads outside the site, thereby meeting the requirements for vehicles to enter and exit. Before the commencement of the construction work, permanent roads at the construction site (including site railways and site roads), as well as necessary temporary roads, must be constructed in accordance with the requirements of the general construction plan, to ensure smooth traffic for transport vehicles and fire trucks at the site. Site leveling refers to the excavation, filling of soil, and leveling work within a construction site, with a thickness of up to 300 mm. Based on the elevation specified in the general construction plan, the volume of earthwork required for filling and excavation is calculated through measurement, a soil disposal plan is designed, and human labor or machinery is mobilized to carry out the leveling work. “The “three connections and one leveling” work is usually carried out by the project owner, but it can also be entrusted to the construction contractor. It is required not only to be completed before construction begins, but also to meet the specified standards throughout the entire construction process. 3) Construction surveying: Conduct construction surveying at the site in accordance with the general building layout provided by the design unit, as well as the designated permanent latitude and longitude coordinate control network and level control benchmarks; establish permanent latitude and longitude coordinate stakes and level benchmarks at the site, and set up a engineering survey control network. During surveying and setting out, it is necessary to verify and calibrate measuring instruments such as the theodolite, level, and steel tape ; Verify the wiring stakes and leveling points, and develop a practical survey plan that includes tasks such as plane control, elevation control, settlement monitoring, and as-built surveys. 4) Installation of temporary facilities: The temporary facilities of a construction company refer to various simple structures built by the company to ensure the smooth progress of construction and management work, including temporary work sheds on site, tool sheds, material storage areas, offices, rest rooms, toilets, water storage tanks, and other such facilities ; Temporary roads, fences ; Temporary water supply and drainage, power supply, heating, and other facilities ; Temporary makeshift accommodation, as well as on-site temporarily constructed welfare facilities for employees such as dormitories, canteens, bathrooms, medical clinics, barbershops, and kindergartens. The installation of all temporary facilities for production and daily use must involve proper site selection and appropriate use of materials, to ensure that they meet the requirements regarding functionality as well as safety, hygiene, environmental protection, and fire safety ; Make full use of existing facilities at or near the construction site (including buildings that are to be demolished but can be used temporarily) as well as portions of the structures under construction that can be utilized for construction purposes, in order to minimize the number of temporary facilities and thus save land and reduce costs. 3. Resource Preparation: The preparation of construction resources refers to the organization of labor force and the provision of material resources that are necessary for construction. It is a relatively complex and detailed task, and the following aspects generally need to be taken into consideration. 1) Preparation for labor organization (1) Establishment of the project management department. Construction companies should establish a project management department based on the scale, structural characteristics, and complexity of the project to be built. Appoint project managers with qualifications appropriate to the complexity and type of the project, and assign deputy project managers as well as personnel for technical management, quality control, material management, planning, cost management, safety management, etc. The project management department is an organizational structure that is established and led by the project manager, with the support of the enterprise, to carry out project management. It serves as the management body of the enterprise for projects and acts as the office for the project manager; it brings together management personnel, and functional departments such as those responsible for schedule, quality, safety, cost, production factors, contracts, information, site management, and coordination can be established. (2) Establish construction teams and organize labor to enter the site. When forming construction teams, it is necessary to consider the coordination among different specialties and job types; the ratio of skilled workers to general workers should ensure an efficient labor organization that meets the requirements of streamlining the construction process ; It is necessary to adhere to the principles of rationality and efficiency, establish corresponding specialized or mixed task forces, and organize the labor force to arrive on site in accordance with the start date and labor requirements. (3) Provide proper technical and safety briefings as well as pre-job training. Before construction begins, it is necessary to explain to the construction team and workers the contents of the design drawings, the construction organization plan, construction techniques, safety procedures, and construction acceptance standards, so as to ensure that the work is carried out strictly in accordance with the requirements outlined in the design drawings and construction organization plan. At the same time, enterprises must provide pre-job education and training for construction teams in areas such as safety, fire prevention, and proper construction practices, and ensure proper arrangements for the workers’ living conditions. (4) Establish various management systems. To ensure the smooth progress of all construction activities, it is necessary to establish and improve various management systems at the construction site. Such as the engineering quality inspection and acceptance system, the engineering technical documentation management system, the inspection and acceptance system for building materials (components, fittings, products), the material inventory system, the technical responsibility system, the employee attendance and assessment system, the safety operation system, etc. 2) Preparation of material resources (1) Preparation of building materials. The preparation of construction materials is primarily based on the construction budget, construction schedule, material stock quotas, and consumption standards to determine the name, specifications, and usage timing of the materials. After compiling this information, a plan for the required quantities of materials is prepared. Depending on the progress of the project, suppliers are identified, contracts are reviewed and orders placed, and arrangements are made for transportation and storage in order to meet the needs of construction activities once work begins. Special note: For projects that use ready-mixed concrete, a supply contract should be signed to specify the type of concrete, strength grade, quantity, required delivery time, and delivery location. (2) Preparation for the processing of components, parts, and products. Based on the construction budget, construction methods, and construction schedule, the name, specifications, quality, consumption amount, and timing of arrival at the construction site for components and products are determined, as well as the storage methods and locations once they arrive at the site. On this basis, the suppliers are selected, processing plans and supply channels are established, processing orders are signed, transportation is organized, and this provides a foundation for determining the area required for storage. (3) Preparation of construction tools. During the construction process, various earthwork machinery, concrete and mortar mixing equipment, vertical and horizontal transportation machinery, lifting equipment, power tools, steel bar processing equipment, woodworking machinery, welding equipment, ramming machines, pumping equipment, etc., shall be selected based on the construction plan and schedule; the type, quantity, time of arrival at the site, and storage location after arrival of these construction machines must also be determined accordingly. Conduct maintenance and testing on the existing machinery and equipment, and immediately order, rent, or manufacture those that are still lacking. 4. Seasonal construction preparation: Due to the long duration of construction projects and the fact that most of the work is carried out outdoors, the construction process is affected by seasonal conditions, particularly those of winter and the rainy season. To ensure that construction tasks are completed on schedule and to the required standard, it is necessary to make proper preparations for construction during winter and rainy seasons. 1) Preparation work for winter construction: According to the \"Code for Construction and Acceptance of Reinforced Concrete Structures\" (BG 50204—2002), winter construction begins when the average outdoor temperature remains below 5℃ for 5 consecutive days, or when the lowest temperature drops to 0℃ or below. (1) Identify winter construction projects and prepare a schedule. Due to low winter temperatures, poor construction conditions, high technical requirements, and increased costs, construction projects that are easy to ensure quality while resulting in relatively lower cost increases should be carried out during winter. For example, tasks such as installation, piling, interior painting, renovation, interior piping, wiring, masonry and concrete work that can be cured using heat retention methods (or with accelerants), as well as the installation of heating systems and window and door glass, can be carried out first to ensure smooth progress with the other interior construction tasks ; Works such as earthwork foundations, exterior finishing, and roof waterproofing, which involve significant cost increases and for which the construction quality cannot be guaranteed, should not be carried out in winter. (2) Carry out winter temperature measurement work. Due to the large temperature differences between day and night in winter, to ensure the quality of construction work, a dedicated person should be assigned to monitor weather forecasts and take temperature readings, so as to promptly implement measures to prevent damage to quality and safety incidents caused by strong winds, cold snaps, and frost. To prevent mortar and concrete from being damaged by freezing before they set and harden. (3) Ensure the proper supply of materials, maintain adequate stockpiles, and take measures to protect machinery and equipment from freezing. In accordance with the winter construction plan and technical measures, preparations should be made for cold-protecting materials, such as straw mats, coal, plastic insulation films, thermometers, and hot water for concrete mixing. Before winter arrives, it is necessary to promptly purchase and stock up on materials that will be in short supply during winter. All materials should be stored in the appropriate places according to their properties, and must not be piled up in areas with puddles or standing water. Timely carry out anti-freezing measures for machinery and equipment, set up necessary cold protection shelters, drain any accumulated water, and take strict precautions to prevent the equipment from being damaged by frozen water. (4) Safety inspections at the construction site. Conduct safety inspections at the construction site, promptly repair construction roads, clear drainage ditches, reinforce temporary shelters, water pipes, and faucets, and ensure that fire extinguishers are properly insulated. Proper insulation maintenance and inspection should be carried out at the areas where construction has been halted. (5) Strengthen safety education to prevent fires. Prepare various heat source equipment for winter construction, implement fire safety measures and conduct regular inspections to ensure their proper use. At the same time, provide training for workers as well as education on the technical procedures and safety practices required for winter construction, in order to guarantee construction quality and prevent accidents. 2) Preparation work for construction during the rainy season: Construction in the rainy season should focus on prevention; rainproof measures and improved drainage systems should be employed to ensure normal operations throughout this period, thereby preventing any disruptions to construction activities. (1) Drainage work at the construction site. Site drainage: The drainage systems at construction sites and workshops should be properly arranged in accordance with the terrain, to ensure smooth water flow, prevent water accumulation, and stop rainwater from adjacent areas from flowing into the site. Roads: Ditches should be installed along the main roads within the site to ensure smooth road traffic during the rainy season. (2) Protection of mechanical and electrical equipment. Rain and moisture protection measures should be taken for the switches and electrical panels of various mechanical and electrical equipment and tools on site, and grounding protection devices should be installed. In particular, for scaffolding and vertical transportation facilities, a range of technical measures such as those to prevent collapse, lightning strikes, and electric leakage must be implemented. (3) Protection of raw materials and semi-finished products. Materials and semi-finished products that are sensitive to rain should be protected from it; they can be placed in covered shelters, elevated, and kept well-ventilated to prevent deterioration due to rain and water exposure. Before the rainy season arrives, more materials and supplies should be stored to reduce transportation volume during the rainy season and save costs. (4) Maintenance of temporary facilities. Temporary facilities on site, such as worker dormitories, offices, canteens, and warehouses, should be thoroughly inspected and repaired. Drainage channels should be installed within four weeks, and dangerous buildings should be renovated, reinforced, or demolished. (5) Implement the construction tasks and plans for the rainy season. Generally, before the rainy season arrives, it is advisable to complete in advance those tasks that are not suitable for execution during the rainy season, such as foundations, underground works, earthwork, outdoor renovations, and roofing work, leaving more indoor tasks for completion during the rainy season. (6) Strengthen construction management and provide proper safety education for work during the rainy season. Organize technical and safety training for construction during the rainy season, clarify job responsibilities, study and implement the operating standards, various regulations, and technical requirements for work in rainy conditions, provide proper instructions to the work teams, and ensure project quality and safety. 1.4 Construction Project Management 1.4.1 Construction Projects (Building Projects) 1. Concept of Construction Projects A construction project refers to the task that is completed by a construction company throughout the entire process, from the time it bids for a construction project until the end of the warranty period; it is essentially a one-time construction task that falls under the management of the construction company, and is simply referred to as a construction project. Although construction projects and building projects differ in scope and content, both are considered projects and are subject to the general principles of project management. The objective activities carried out in each of these projects together constitute the overall scope of engineering activities. Construction companies are required to deliver building products as per the requirements of the client, and thus they serve as the buyer and seller of such building products. 2. Characteristics of construction projects (1) A construction project can be a construction initiative as a whole, or it can refer to the construction process of a single component or unit within such an initiative. (2) Construction projects are managed by construction enterprises as the main entities. (3) The scope of tasks for a construction project is governed by the construction contract signed between the project owner and the construction company that carries out the work. (4) Construction project products are characterized by diversity, fixedness, and large volume. 1.4.2 Overview of Construction Project Management 1. Concept of Construction Project Management Construction project management refers to the systematic approach adopted by construction companies to plan, organize, supervise, control, and coordinate all aspects of a construction project, using relevant theories, knowledge, and scientific techniques, in order to achieve project management goals that include timely completion, high quality, safety, and low costs. It is an important part of the overall construction project management, and its focus of management is construction projects. 2. Characteristics of construction project management 1) The managers of construction projects are construction companies. The management of the construction phase in project management carried out by the project owner or supervision unit still falls under construction project management; it cannot be considered as construction project management itself. In other words, neither the project owner nor the supervision unit is responsible for managing the construction process. During the implementation phase of a construction project, the project owner is involved in project management, which includes construction project management. However, this is merely a relationship between the party that assigns the project and the party that undertakes it, i.e., a contractual relationship; it cannot be considered as construction project management. The supervision unit, entrusted by the project owner, carries out construction project supervision during the implementation phase of the construction project, with the construction contractor being the entity under supervision. Although it is related to construction project management, it is not itself construction project management. 2) The object of construction project management is the construction project itself. The cycle of construction project management corresponds to the production cycle of the construction project, which includes project bidding, signing of the project contract, construction preparation, construction work, and handover acceptance. The main characteristic of construction project management is that production activities and market transaction activities take place simultaneously. First, there are the transaction activities between the parties to the construction contract, and only thereafter does the construction of the project begin. It involves reservation-based and order-based transaction activities at the construction site, with both the buyer and the seller being involved in production management. Therefore, construction project management involves the management of special goods and special production activities, carried out in a special market through special types of transactions; its complexity and difficulty are unmatched by those of other forms of production management. 3) The content of construction project management changes across different phases; construction projects must be carried out and managed in accordance with the construction procedures. From the start of construction to its completion, it can take a year or even over a decade, involving various stages such as preparation for construction, foundation work, main structure construction, decoration work, installation work, and final inspection and handover. The tasks and management requirements for each of these stages are different. Therefore, managers must carry out design work, propose measures, and implement targeted dynamic management to optimize the allocation of resources, thereby improving construction efficiency and effectiveness. 4) Construction project management requires enhanced organizational coordination. Due to the long production cycle of construction projects, the large number of people involved in the work, and the fact that construction activities involve numerous complex economic, technical, legal, administrative, and interpersonal relationships, organizational coordination in construction project management is particularly difficult, complex, and variable. Measures to strengthen organizational coordination must be taken to ensure the smooth progress of such projects. Special note: The main measures to strengthen organizational coordination include selecting competent project managers, establishing scheduling agencies, assigning qualified scheduling staff, striving to make scheduling work more scientific and information-based, and setting up a dynamic control system. 3. Objectives of construction project management As a participant in project construction, the contractor’s project management is aimed at serving the overall interests of the project as well as the contractor’s own interests. The objectives of such project management include safety management goals, cost control goals, schedule-related goals, and quality assurance goals. 4. Tasks of construction project management The main tasks of construction project management include the following. (1) Occupational health and safety management for construction projects. (2) Construction project cost control. (3) Construction project schedule control. (4) Quality control of construction projects. (5) Construction project contract management. (6) Communication management for construction projects. (7) Finalization management of construction projects. The project management work of the contractor is primarily carried out during the construction phase, but since the design phase and the construction phase often overlap in time, the contractor’s project management also involves the design phase. During the preparation phase prior to the use of funds and while the construction contract is still in effect during the warranty period, issues related to project safety, costs, quality, contracts, and information may arise. Therefore, the project management by the contractor also covers the preparation phase before use and the warranty period. Special note: In addition to the above, construction project management also includes project procurement management, project environmental management, project resource management, and project risk management. 1.4.3 Construction project management procedures 1. Bidding and contract signing stage: The project owner carries out the design and preparation work for the construction project, and once the conditions for bidding are met, a bidding announcement or invitation is issued. After seeing the tender announcement or invitation, from the moment a construction company makes a decision to bid to the time it wins the contract, it is essentially already working on the construction project. The ultimate management goal at this stage is to sign the project contract, and the main tasks involved include the following. (1) Construction companies make the decision on whether to bid for the project from the perspective of their business strategy. (2) After deciding to bid, gather a large amount of information from various sources (the company itself, relevant organizations, the market, the site, etc.). (3) Prepare bids that enable the company to be profitable and competitive. (4) If awarded the contract, negotiate with the tendering party and sign a project contract in accordance with the law, ensuring that the contract complies with **laws, regulations, and** plans, as well as the principles of equality and mutual benefit. 2. Construction preparation phase: Once the construction company and the bidder sign the project contract and the contractual relationship is formally established, a project management department should be set up. Under the leadership of the project manager, this department works together with the company’s management team as well as the construction (supervision) unit to carry out the preparation work necessary to ensure that the project can commence and proceed smoothly. During this phase, the following tasks are mainly carried out. (1) Establish a project management department, set up organizational structures as required by project management, and assign management personnel. (2) Develop a construction project management implementation plan to guide construction project management activities. (3) Carry out preparations at the construction site to ensure that it is ready for construction and conducive to civilized construction. (4) Prepare a start-up application report and wait for approval to begin work. 3. Construction phase: This is the implementation process from the start of work to completion. During this phase, the construction project management team serves both as a decision-making body and as an entity responsible for carrying out the tasks. The roles of corporate management, project owners, and supervision units are to support, supervise, and coordinate. The goal of this phase is to complete all the construction tasks specified in the contract, so as to meet the conditions for acceptance and handover. During this phase, the following tasks are mainly carried out. (1) Carry out construction. (2) During construction, efforts should be made to carry out dynamic control to ensure the achievement of quality, schedule, cost, safety, and efficiency targets. (3) Manage the construction site properly and practice civilized construction. (4) Strictly fulfill the construction contract, manage internal and external relationships well, and handle contract changes and claims properly. (5) Carry out record-keeping, coordination, inspection, and analysis tasks. 4. Acceptance, handover, and settlement phase: This phase can be referred to as the “completion phase,” and it proceeds in coordination with the completion acceptance phase of the construction project. Its goal is to summarize and evaluate the outcomes, settle debts and claims with external parties, and terminate the business relationship. The main tasks at this stage are as follows. (1) End of the project. (2) Conduct a trial run. (3) Accept formal acceptance. (4) Organize and hand over the completion documents, settle the project payments, summarize the work, and prepare a completion summary report. (5) Complete the project handover procedures, and dissolve the project management team. 5. Post-use service phase: This is the final stage of construction project management. That is, after the completion acceptance, after-service support, follow-up visits, and warranty are provided during the period specified in the contract, with the aim of ensuring normal use by the user entity and maximizing its effectiveness. The main tasks carried out during this phase are as follows. (1) Necessary technical consultation and services to ensure the proper operation of the project. (2) Conduct post-project follow-ups, listen to the opinions of the users, summarize experiences and lessons learned, identify issues that arise during use, and carry out necessary maintenance, repairs, and warranty services. (3) Observe properties such as settlement and seismic resistance.
1.5 Construction Project Management Plan 1.5.1 Overview of the Construction Project Management Plan 1. Concept of the construction project management plan The construction project management plan is a comprehensive, thorough, and integrated plan that covers all various management functions, processes, and elements throughout the entire project lifecycle, thereby ensuring the proper progress of project management and the success of the project. 2. Classification of construction project management plans Based on the requirements and purposes of preparing construction project management plans, these plans can be divided into an outline of construction project management plans and a detailed implementation plan for construction project management. (1) The construction project management plan outline is a strategic, comprehensive, and macro-level guiding document in the management of construction projects. It is prepared by the organization’s management or a construction project management unit appointed by the organization, with the aim of meeting strategic, overall control, and operational needs. For example, in order to achieve comprehensive management of construction projects throughout the entire process, the project owner needs to prepare a construction project management plan ; Consulting firms prepare project management plan outlines in order to secure consulting tasks for construction project management; design firms do so to obtain design tasks; construction firms prepare them to get construction tasks; and construction project management companies prepare them to acquire project management assignments. (2) The implementation plan for construction project management is operational or actionable. It is prepared under the organization of the project manager; in the process of preparation, in addition to refining the project management plan outline, more specific content is added as required for the management of construction projects. Apart from the construction entity, all other parties must prepare a management and implementation plan for the construction project after winning the bid and signing the contract. The reason why the construction entity does not prepare an implementation plan for the construction project is that, during the implementation process, its main tasks are to carry out inspections and supervision, thereby implementing its own project management plan outline (construction project management plan). 1.5.2 Outline of Construction Project Management Plan 1. Nature and role of the outline of construction project management plan 1) Nature of the outline of construction project management plan The \"Code for Construction Project Management\" (GB/T 50326—2006) stipulates that \"the outline of construction project management plan is a strategic, comprehensive, and macro-level guiding document in project management work.\" By strategic, it is mainly meant that its content is comprehensive and overarching, providing principled, long-term, and sustainable guidance. By \"globality,\" it is meant that it takes into account the entirety of project management rather than just a certain part or aspect of it, as well as the whole process rather than just a single stage. By macroscopicity, it is meant that this plan covers the objective environment, internal management, relationships among related organizations, project implementation, etc.; all of these are important, critical, and on a large scale, rather than being at a micro level. 2) The role of the construction project management plan outline: (1) To plan the entire process of project management, providing direction and guidelines for the management of construction projects throughout that whole process. (2) As a basis for undertaking the project and preparing tender documents. (3) As the basis for signing the contract upon winning the bid. (4) To serve as a basis for formulating the implementation plan for construction project management. (5) The construction project management plan of the project owner also serves as a guide for the construction project management of various relevant parties as well as for their own construction project management plans. Taking the above five functions into account, it can be seen that the role of the project management plan outline for construction projects is both internal and external; it is not only a managerial document but also an operational one. Therefore, those responsible for preparing it need to think from a broad perspective and with a long-term view. Only the position held by corporate management is qualified to undertake this role; the project management team has a lower status and is basically not involved in external operations, so this task cannot be assigned to them. 2. Procedures for preparing the outline of construction project management plan The \"Code for Construction Project Management\" (GB/T 50326—2006) specifies the procedures to be followed when preparing the outline of a project management plan. (1) Define project objectives. (2) Analyze the project environment and conditions. (3) Collect relevant materials and information on the project. (4) Determine the project management organization model, structure, and responsibilities. (5) Clarify the project management contents. (6) Prepare the project objective plan and resource plan. (7) Compile and summarize, then submit for approval. In this program, the key step is step (6). The first 5 steps are all done to serve it, and the final step is routine administrative procedures. Regardless of which organization prepares the construction project management plan, it should follow this procedure. 3. Contents of the construction project management plan outline The construction project management plan outline includes 13 elements: project overview, project scope management plan outline, project management target responsibility system plan outline, construction project management organization plan outline, construction project cost management plan outline, construction project schedule management plan outline, construction project quality management plan outline, construction project occupational health, safety, and environmental management plan outline, construction project procurement and resource management plan, construction project information management plan outline, construction project communication management plan outline, construction project risk management plan, and construction project closure management plan. 1.5.3 Implementation Plan for Construction Project Management 1. Nature of the Implementation Plan for Construction Project Management Unlike the outline plan for construction project management, the implementation plan for construction project management is prepared before the actual execution of the project, and it is designed to guide the implementation of that project. Therefore, the implementation plan for construction project management is a detailed version of the construction project management plan outline, and it should be practical. Guided by the overall concept and decision-making intent of the construction project management plan outline, it specifies the target requirements, responsibility allocations, and management methods for various management tasks, making detailed arrangements to fulfill the obligations under the contract and the objectives set out in the construction project management responsibility document. It may target the entire project, or it may target a certain phase or part of it. It is the implementation plan for construction project management, as well as the “standard” for it. 2. The role of the implementation plan for construction project management: (1) Execute and refine the outline of the construction project management plan. The construction project management plan outline is a strategic, controlling, high-level and early-stage plan prepared at the corporate management level; therefore, it needs to be implemented through the construction project management execution plan in order to be refined, thereby providing specific guidance documents for the management of construction projects. (2) Guide the process management of construction projects. The process management of construction projects requires elements such as objectives, organization, responsibilities, guidelines, plans, procedures, processes, standards, methods, resources, measures, evaluation, certification, and assessment; it also needs a project management implementation plan to provide guidance. (3) Implement the project management target responsibility document in the project manager’s office, forming a planning document to fulfill the tasks assigned by the organizational management. The construction project management target responsibility document is a document in which the organizational management team, in accordance with the contract and business management objectives, specifies the control targets that the project management team must achieve; it serves as the source of tasks for the project management team. How does the project management team achieve its goals and complete tasks? Arrangements must be made by preparing a project management implementation plan, before the plan can be put into action. (4) Provide a basis for project managers to guide project management. A successfully planned project management implementation plan tells the project manager what to do in project management, how to do it, when to do it, who will do it, what principles to follow, what methods to use, how to deal with risks, and how to communicate and coordinate. Therefore, it serves as a reliable basis for the project manager’s management work, just as reliable and useful as a project manager’s “management manual”. (5) The implementation plan for construction project management is an important document in project management; once archived, it becomes a valuable management resource. 3. Contents of the implementation plan for construction project management The implementation plan for project management includes the following 16 elements: project overview, overall work plan, organizational structure, technical plan, schedule plan, quality plan, occupational health, safety and environmental management plan, cost plan, resource requirement plan, risk management plan, information management plan, project communication management plan, project closure management plan, site layout plan, project objective control measures, and technical and economic indicators. Chapter Summary: This chapter provides a detailed explanation of the objects of study in construction organization and their classification, as well as the components of construction projects, their construction procedures, and the preparatory work required for construction. It also offers a brief introduction to construction project management and project management planning. Construction organization design can be divided into pre-bid and post-bid construction organization design according to different stages. For different engineering projects, it can be further divided into: general construction organization design, construction organization design for individual projects, and construction organization design for specific work packages. Construction projects consist of individual works, unit works, sub-works, and detailed works. The capital construction process in our country can be divided into three main stages (decision-making, preparation, and implementation) as well as 8 specific steps: project proposal, feasibility study, design documents, construction preparation (including bidding and contract signing), construction implementation, production preparation, completion inspection, and post-evaluation. Construction preparation work must be carried out throughout the entire construction process, and it is divided into four aspects based on the sequence of construction tasks: preparation of technical documents, preparation of the construction site, resource preparation, and preparation for seasonal construction. Construction project management refers to the comprehensive process of planning, organizing, supervising, controlling, and coordinating construction projects by construction companies, using systematic approaches, theories, and scientific technologies. It is an important part of the overall construction project management, and its focus of management is construction projects. A construction project management plan is a comprehensive, thorough, and holistic plan that covers all various management functions, management processes, and management elements throughout the entire project lifecycle. According to the requirements of construction project management, construction project management planning documents can be divided into two categories: the construction project management planning outline and the construction project implementation plan. * Question 1: Single-choice question. 1. A workshop production line or an independent project that has its own separate design documents and can start generating benefits or operational capacity after completion and commissioning is referred to as ( ). A. Construction project B. Individual project C. Unit project D. Sub-project 2. After approval, the feasibility study report serves as the basis for ( ). A. Construction drawing design B. Preliminary design C. Project proposal D. Technical design 3. The main difference between flow production in building construction and flow production in industrial production is ( ). A. The professional team remains fixed while the products move; B. Both the professional team and the products remain fixed; C. The professional team moves along with the products; D. The products remain fixed while the professional team moves. 4. Site preparation includes removing obstacles, ensuring proper leveling, ( ), and setting up temporary facilities. A. Investigation of original data B. Surveying and setting out C. Preparation of building materials D. Preparation of construction organization plans 5. Construction project management planning documents can be divided into two main categories: the construction project management planning outline and ( ). A. Project scope management plan B. Project management objective plan C. Overall work plan D. Implementation plan for construction projects II. Multiple-choice questions 1. The design technical briefing meeting is generally organized by the project owner, and ( ) participate in it. A. Design unit B. Construction unit C. Geological survey unit D. Supervision unit 2. Construction organization designs can be classified into ( ) depending on the scope of the entity for which they are prepared. A. General construction organization design B. Construction organization design for individual projects C. Construction organization design for specific work packages D. Design prior to bidding E. Design after bidding 3. The contents of construction preparation work can generally be classified as ( ). A. Technical preparation B. Resource preparation C. Site preparation D. Seasonal construction preparation 4. Which of the following options falls under the tasks involved in the construction preparation phase? ( ) A. Land acquisition and demolition B. Preparation of necessary construction drawings C. Organization of construction bidding D. Project investment estimation E. Organization of equipment and material ordering 5. Which of the following are part of the implementation plan for construction project management? ( ) A. Overview of the construction project B. Organizational plan C. Bid document D. Quality plan E. Project proposal III. Short-answer questions 1. Describe the characteristics of building products and their construction. 2. Describe the main contents of the capital construction process. 3. What components make up a construction project? 4. Briefly describe the types and main contents of construction preparation work. 5. What aspects are included in the investigation of primary data? What are the main contents in various aspects? 6. What does material preparation include? 7. Briefly describe the content and role of the construction project management plan outline. 8. Briefly describe the content and role of the implementation plan for construction project management. IV. Case Study: A construction company was assigned the task of building a certain project. During the bidding phase for the construction work, the company prepared a management and implementation plan for the project. After winning the bid, to further strengthen construction project management, an outline for the construction project management plan was prepared under the supervision of the construction technology supervisor. The contents of the construction project management plan outline prepared by this unit are as follows: (1) Overview of the construction project. (2) Overall work plan. (3) Project management organization planning. (4) Technical solution. (5) Progress plan. (6) Quality plan. (7) Project occupational health, safety, and environmental management plan. Question: 1. What are the issues with the contractor’s work in the above context? Why? 2. What are the inappropriate aspects in the outline of the construction project management plan prepared by the construction unit? Please correct and complete it. 【Analysis】 1. During the construction bidding phase, the construction unit’s shortcomings were as follows. (1) During the construction bidding phase, the construction contractor prepared an implementation plan for construction project management; it should be revised to state that the contractor prepared an outline for the construction project management plan. During the construction bidding phase, the purpose of the construction management plan outline prepared by the contractor is to guide the project bidding process and the signing of the construction contract, whereas the construction management implementation plan is prepared by the contractor after winning the bid. (2) It is inappropriate to state that, in order to further strengthen construction project management, another draft of a construction project management plan was prepared under the supervision of the person in charge of construction technology. To strengthen construction project management, an implementation plan for construction project management should be prepared under the supervision of the project manager. 2. The content of the construction project management plan outline prepared by the construction unit is inappropriate. Because the overall work plan, technical plan, schedule plan, and quality plan are not part of the construction project management planning outline, but rather elements of the construction project management implementation plan. The contents of the construction project management plan outline include: project overview, project scope management plan, project management objective plan, project management organization plan, project cost management plan, project schedule management plan, project quality management plan, project occupational health, safety and environmental management plan, project procurement and resource management, project information management plan, project communication management plan, project risk management plan, and project closure management plan.