Dear Tom,

This is very much project dependent. I am custom tailoring these activities per project. The overall concept stays the same, but the larger the project, the more complex the activities and the more details you need.

I can not give you project data. But, if you can give me an idea about the project that you are working on and the size of it, I can provide you with approximate durations and more specific activities if you want.

With kind regards,

Samer

Dear Tom,

Thank you for your kind confirmation. I developed the two processes for you a little bit and added two more for your general information.

Design
1. Design Contract negotiation
a. send out requests for quotations from design offices
b. visit design offices
c. review, negotiate, and select design office
d. select design office

2. Concept Design submittal
a. Meeting with client for Project Data
b. Aquire recent survey data of site
c. Submit 3-6 design proposals by Designer
d. Review design proposals by Client
e. Revise design proposals per Client comments
f. Select Systems; Architectural, Structural, Mechanical, Electrical.
g. Value Engineering Session (depending on the size of the Project)
h. Submit final concept design to client
i. Client Review of Final Design
j. Revise drawings per client review
k. Approval of Client to proceed to next design stage
3. Design Development
a. Submit basic drawings Design; Architectural, Structural, Mechanical, Electrical
b. Review of basic design by client
c. Revise basic design per client request (if any)
d. Approve General Design; Architectural, Structural, Mechanical, Electrical.
e. Issue letter to Designer to start the next stage of design
4. Detailed Design
a. Issue detailed Drawings; Architectural, Structural, Mechanical, Electrical
b. Issue details Architectural, Structural, Mechanical, Electrical
c. Review of detailed design by Client
d. Revision of detailed design per client comments (if any)
5. Quantity Surveying
a. Issue Bill of Quantities for Client Review
b. Revise Bill of Quantities per Client Comments (if any)
c. Issue Bills of Quantities for all Disciplines
6. Tender Package Preparation
a. Conditions of Contract
b. Bills of Quantities
c. Specifications
d. Drawings
e. Soft Copy (if any)
f. Pictures (if any)
g. Soil Investigation Report
Procurement
1. Contractors evaluation
a. Invite Selected Contractors
b. Open Invitation in Newspapers
c. Direct Award to preselected Contractor
2. Tendering
a. Send out Tender Invitation
b. Answer Tenderers questions
c. Arrange for Site Visit
d. Issue addendum to Tenders
e. Receive Tenders on time
f. Open Tenders in the presence of approved authorized personnel
3. Tender Analysis
a. Arithmetical Check
b. Item by Item Comparison
c. Compare rank of tenderers with standard deviation
d. Technical evaluation of each Tender
e. Review Financial Tender Bond
f. Review Tenderers prequalification Documents
g. Review Tenderers Organization Chart and Proposed Staff
h. Technical Review of Method Statements (if any)
i. Technical Review of Staff (if any)
j. Conclusions and Recommendations
4. Tender negotiation
a. Select Qualified Technical Tenderers to negotiate prices with.
b. 1st meeting with selected tenderers
c. Invite selected tenderes for submittion recommendations
d. Summarize Tenderes recommendation and conclude with results.
e. Ask Tenderers to revise the Tenders (if any)
f. Evaluate revised Tenders
g. 2nd meeting with reduced list of tenderers
h. Evaluate and Selected Contractor
i. If amount is over budget, then you can start another value engineering session with selected parties
5. Direct Purchase Items
a. Send out request for quotations
b. Prepare comparison of quotations table
c. Issue Purchase orders
d. Receive Material
e. Close Purchase Orders
5. Contact Award
a. Issue award letter
b. Sign Contract
c. Sign and Stamp all Contract Documents
d. Appoint Engineer
e. Send copy of all signed documents to Engineer
f. Engineer to issue Commencement date
g. Issue down payment against payment guaranttee of Contractor
h. Close out Contract by Engineer
Financial Management
a. Submit proposal to the bank (if any)
a.1 Follow up to secure finance from bank (if any)
b. Submit Milestone Schedule
b.1 Prepare cash flow / Payment Schedule per client approval
c. Review and payment of Design Fees
d. Review and payment of Direct Purchase Orders.
General Contract Management
a. Milestone Schedule submittal
b. General layout and assumptions submittal and approval
c. Resource production rates assumptions
d. Issue Design Contract
e. Monitor Bank Guarantees for Design Order.
f. Close Design Contract

If you need further information, please let me know. I can make it more detailed. Hope it will assist you in your quest.

With kind regards,

Samer

Dear Tom,

Design has several stages and procurement has several stages as well. It would be best if you model your process that you are involved in.

If we are talking about Construction, then the process is as follows:

Design
1. Design Contract negotiation
a. send out quotation for design offices
b. visit design offices
c. review, negotiate, and select design office

2. Concept Design submittal
a. Review three design proposals
b. Select Systems; Architectural, Structural, Mechanical, Electrical.

3. Design Development
a. Submit basic drawings
b. Approve Design
c. Approve General Design; Architectural, Structural, Mechanical, Electrical.

4. Detailed Design
5. Quantity Surveying
6. Tender Package Preparation

Procurement
1. Contractors evaluation
2. Tendering
3. Tender Analysis
4. Tender negotiation
5. Contact Award

Hope that the information was helpful.

With kind regards,

Samer

Look at the RIBA Stages

Cheers

You could try some OGC web sites..
These are part and pacel of a supply chain data base.
The links on the site will direct you around to some council docs etc on how the local councils should qualify the tender process from contractors..