University of Minnesota
UofM: University Services

Capital Planning and Project Management.

Project Phases


Scoping Phase

The objective of the Scoping phase is to develop the ideas and plans of an academic or departmental group into a potential project. In collaboration with Capital Planning and Project Management, a client department or unit works to identify the architectural program and infrastructure requirements (scope) of a project.

Feasibility Phase

The objective of the Feasibility phase is to review and develop options initially arising during the Scoping phase of Predesign. At the end of Feasibility, only one option will be designated for further exploration in Programming, the final Predesign phase.

Programming Phase

As the final phase within Predesign, the objective of Programming is to expand upon and refine the option recommended at the end of the Feasibility phase. During Programming, the client’s objectives, space requirements, and operational plan will be translated into a facility pro­gram in sufficient detail to bring the project to the Board of regents for approval (when required) and to direct the design team throughout the project design process.


Schematic Design Phase

The objective of Schematic Design is to refine and build upon the scope, conceptual design, scale, and relationships among the components of the project. The primary goal of this phase is to develop a clearly defined design based upon the client’s requirements, as defined by the facility program developed during Predesign. Project quality, scope, budget, and schedule will also be confirmed and refined.

Design Development Phase

The Design Development phase is a refinement of the Scope of Work identified during Schematic Design. As required, large-scale drawings, mock-ups, and detailed plans are developed to present a coordinated, clear view of the project’s major elements with respect to architectural, structural, mechanical, electrical, plumbing, equipment, civil, landscape, and utility infrastructure.

Construction Documents Phase

Construction Documents is the final design phase within the project delivery model. This phase focuses upon finalizing all drawings and specifications for building systems, site utilities, and components that will form the basis for the project’s Construction Documents. A final set of comprehensive documents provides specifications and drawings sufficiently complete to support the Contractor’s GMP, obtain necessary permits, and construct the project.


Construction Phase

The objective of the construction phase is to build the project to draw­ings and specifications at the quality level included in Documents within the budget, schedule, and scope defined and approved by the Board of regents. The general contractor is responsible for facilitating delivery, installation, and construction of the capital project in coordination with Capital Planning and Project Management, the University client requesting the project, and the design consultant team.

Project Closeout

Closeout Phase

The objective of this final phase in project delivery is to facilitate and coordinate occupancy and turnover of the facility to the client, as well as transferring responsibility for maintaining the facility to Facilities Management.

Project Delivery Manual


The Project Delivery Manual has been developed as a tool to facilitate communication between Capital Planning and Project Management, its customers and partners, and the University community. Its goal is to provide a systematic method to deliver projects at the University. For the project manager, standard tasks and methodologies have been codified in the manual for the project manager’s use throughout all phases of project delivery. Our customers will benefit from having a manual that clearly defines the tasks that a project manager should consider for every phase of a project. With greater transparency and standardization created by CPPM’s project delivery model, communication will improve, an enhanced service level culture within CPPM will develop, and customer satisfaction will increase.

The project delivery manual outlines nine phases into checklists with key tasks, approvals, and deliverables identified for each phase. On a project-by-project basis, the project manager will review each of the nine checklists and make a professional determination as to which tasks are required for the specific project under review.

The executive summary and full manual can be downloaded here in their entirity:

The Project Delivery model phases are:

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