工程管理专业英语1 The Owners Perspective.docx
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工程管理专业英语1TheOwnersPerspective
1.TheOwners'Perspective
1.1TheProjectLifeCycle
Theacquisitionofaconstructedfacilityusuallyrepresentsamajorcapitalinvestment,whetheritsownerhappenstobeanindividual,aprivatecorporationorapublicagency.Sincethecommitmentofresourcesforsuchaninvestmentismotivatedbymarketdemandsorperceivedneeds,thefacilityisexpectedtosatisfycertainobjectiveswithintheconstraintsspecifiedbytheownerandrelevantregulations.Withtheexceptionofthespeculativehousingmarket,wheretheresidentialunitsmaybesoldasbuiltbytherealestatedeveloper,mostconstructedfacilitiesarecustommadeinconsultationwiththeowners.Arealestatedevelopermayberegardedasthesponsorofbuildingprojects,asmuchasagovernmentagencymaybethesponsorofapublicprojectandturnsitovertoanothergovernmentunituponitscompletion.Fromtheviewpointofprojectmanagement,theterms"owner"and"sponsor"aresynonymousbecausebothhavetheultimateauthoritytomakeallimportantdecisions.Sinceanownerisessentiallyacquiringafacilityonapromiseinsomeformofagreement,itwillbewiseforanyownertohaveaclearunderstandingoftheacquisitionprocessinordertomaintainfirmcontrolofthequality,timelinessandcostofthecompletedfacility.
Fromtheperspectiveofanowner,theprojectlifecycleforaconstructedfacilitymaybeillustratedschematicallyinFigure1-1.Essentially,aprojectisconceivedtomeetmarketdemandsorneedsinatimelyfashion.Variouspossibilitiesmaybeconsideredintheconceptualplanningstage,andthetechnologicalandeconomicfeasibilityofeachalternativewillbeassessedandcomparedinordertoselectthebestpossibleproject.Thefinancingschemesfortheproposedalternativesmustalsobeexamined,andtheprojectwillbeprogrammedwithrespecttothetimingforitscompletionandforavailablecashflows.Afterthescopeoftheprojectisclearlydefined,detailedengineeringdesignwillprovidetheblueprintforconstruction,andthedefinitivecostestimatewillserveasthebaselineforcostcontrol.Intheprocurementandconstructionstage,thedeliveryofmaterialsandtheerectionoftheprojectonsitemustbecarefullyplannedandcontrolled.Aftertheconstructioniscompleted,thereisusuallyabriefperiodofstart-uporshake-downoftheconstructedfacilitywhenitisfirstoccupied.Finally,themanagementofthefacilityisturnedovertotheownerforfulloccupancyuntilthefacilitylivesoutitsusefullifeandisdesignatedfordemolitionorconversion.
Figure1-1:
TheProjectLifeCycleofaConstructedFacility
Ofcourse,thestagesofdevelopmentinFigure1-1maynotbestrictlysequential.Someofthestagesrequireiteration,andothersmaybecarriedoutinparallelorwithoverlappingtimeframes,dependingonthenature,sizeandurgencyoftheproject.Furthermore,anownermayhavein-housecapacitiestohandletheworkineverystageoftheentireprocess,oritmayseekprofessionaladviceandservicesfortheworkinallstages.Understandably,mostownerschoosetohandlesomeoftheworkin-houseandtocontractoutsideprofessionalservicesforothercomponentsoftheworkasneeded.Byexaminingtheprojectlifecyclefromanowner'sperspectivewecanfocusontheproperrolesofvariousactivitiesandparticipantsinallstagesregardlessofthecontractualarrangementsfordifferenttypesofwork.
IntheUnitedStates,forexample,theU.S.ArmyCorpsofEngineershasin-housecapabilitiestodealwithplanning,budgeting,design,constructionandoperationofwaterwayandfloodcontrolstructures.Otherpublicagencies,suchasstatetransportationdepartments,arealsodeeplyinvolvedinallphasesofaconstructionproject.Intheprivatesector,manylargefirmssuchasDuPont,Exxon,andIBMareadequatelystaffedtocarryoutmostactivitiesforplantexpansion.Alltheseowners,bothpublicandprivate,useoutsideagentstoagreaterorlesserdegreewhenitbecomesmoreadvantageoustodoso.
Theprojectlifecyclemaybeviewedasaprocessthroughwhichaprojectisimplementedfromcradletograve.Thisprocessisoftenverycomplex;however,itcanbedecomposedintoseveralstagesasindicatedbythegeneraloutlineinFigure1-1.Thesolutionsatvariousstagesarethenintegratedtoobtainthefinaloutcome.Althougheachstagerequiresdifferentexpertise,itusuallyincludesbothtechnicalandmanagerialactivitiesintheknowledgedomainofthespecialist.Theownermaychoosetodecomposetheentireprocessintomoreorlessstagesbasedonthesizeandnatureoftheproject,andthusobtainthemostefficientresultinimplementation.Veryoften,theownerretainsdirectcontrolofworkintheplanningandprogrammingstages,butincreasinglyoutsideplannersandfinancialexpertsareusedasconsultantsbecauseofthecomplexitiesofprojects.Sinceoperationandmaintenanceofafacilitywillgoonlongafterthecompletionandacceptanceofaproject,itisusuallytreatedasaseparateproblemexceptintheconsiderationofthelifecyclecostofafacility.AllstagesfromconceptualplanningandfeasibilitystudiestotheacceptanceofafacilityforoccupancymaybebroadlylumpedtogetherandreferredtoastheDesign/Constructprocess,whiletheprocurementandconstructionalonearetraditionallyregardedastheprovinceoftheconstructionindustry.
Ownersmustrecognizethatthereisnosinglebestapproachinorganizingprojectmanagementthroughoutaproject'slifecycle.Allorganizationalapproacheshaveadvantagesanddisadvantages,dependingontheknowledgeoftheownerinconstructionmanagementaswellasthetype,sizeandlocationoftheproject.Itisimportantfortheownertobeawareoftheapproachwhichismostappropriateandbeneficialforaparticularproject.Inmakingchoices,ownersshouldbeconcernedwiththelifecyclecostsofconstructedfacilitiesratherthansimplytheinitialconstructioncosts.Savingsmallamountsofmoneyduringconstructionmaynotbeworthwhileiftheresultismuchlargeroperatingcostsornotmeetingthefunctionalrequirementsforthenewfacilitysatisfactorily.Thus,ownersmustbeveryconcernedwiththequalityofthefinishedproductaswellasthecostofconstructionitself.Sincefacilityoperationandmaintenanceisapartoftheprojectlifecycle,theowners'expectationtosatisfyinvestmentobjectivesduringtheprojectlifecyclewillrequireconsiderationofthecostofoperationandmaintenance.Therefore,thefacility'soperatingmanagementshouldalsobeconsideredasearlyaspossible,justastheconstructionprocessshouldbekeptinmindattheearlystagesofplanningandprogramming.
1.2MajorTypesofConstruction
Sincemostownersaregenerallyinterestedinacquiringonlyaspecifictypeofconstructedfacility,theyshouldbeawareofthecommonindustrialpracticesforthetypeofconstructionpertinenttothem.Likewise,theconstructionindustryisaconglomerationofquitediversesegmentsandproducts.Someownersmayprocureaconstructedfacilityonlyonceinalongwhileandtendtolookforshorttermadvantages.However,manyownersrequireperiodicacquisitionofnewfacilitiesand/orrehabilitationofexistingfacilities.Itistotheiradvantagetokeeptheconstructionindustryhealthyandproductive.Collectively,theownershavemorepowertoinfluencetheconstructionindustrythantheyrealizebecause,bytheirindividualactions,theycanprovideincentivesordisincentivesforinnovation,efficiencyandqualityinconstruction.Itistotheinterestofallpartiesthattheownerstakeanactiveinterestintheconstructionandexercisebeneficialinfluenceontheperformanceoftheindustry.
Inplanningforvarioustypesofconstruction,themethodsofprocuringprofessionalservices,awardingconstructioncontracts,andfinancingtheconstructedfacilitycanbequitedifferent.Forthepurposeofdiscussion,thebroadspectrumofconstructedfacilitiesmaybeclassifiedintofourmajorcategories,eachwithitsowncharacteristics.
ResidentialHousingConstruction
Residentialhousingconstructionincludessingle-familyhouses,multi-familydwellings,andhigh-riseapartments.Duringthedevelopmentandconstructionofsuchprojects,thedevelopersorsponsorswhoarefamiliarwiththeconstructionindustryusuallyserveassurrogateownersandtakecharge,makingnecessarycontractualagreementsfordesignandconstruction,andarrangingthefinancingandsaleofthecompletedstructures.Residentialhousingdesignsareusuallyperformedbyarchitectsandengineers,andtheconstructionexecutedbybuilderswhohiresubcontractorsforthestructural,mechanical,electricalandotherspecialtywork.Anexceptiontothispatternisforsingle-familyhouseswhichmaybedesignedbythebuildersaswell.
Theresidentialhousingmarketisheavilyaffectedbygeneraleconomicconditions,taxlaws,andthemonetaryandfiscalpoliciesofthegovernment.Often,aslightincreaseintotaldemandwillcauseasubstantialinvestmentinconstruction,sincemanyhousingprojectscanbestartedatdifferentlocationsbydifferentindividualsanddevelopersatthesametime.Becauseoftherelativeeaseofentry,atleastatthelowerendofthemarket,manynewbuildersareattractedtotheresidentialhousingconstruction.Hence,thismarketishighlycompetitive,withpotentiallyhighrisksaswellashighrewards.
Figure1-2:
ResidentialHousingConstruction(courtesyofCaterpillar,Inc.)
InstitutionalandCommercialBuildingConstruction
Institutionalandcommercialbuildingconstructionencompassesagreatvarietyofprojecttypesandsizes,suchasscho