Kappes Und John 2020 - AHO-Heft 9. Eine Synopse Der 4. Und 5. Auflage

Machine Translated by Google
AHO issue No. 9

A synopsis of the 4th and 5th editions
Authors:
Dr. Alexander Kappes
Paul Christian John
German Association for Project Management

in the Construction and Real Estate Industry. v.
Table of contents
FOREWORD p. 4
1 PROJECT MANAGEMENT PERFORMANCE PICTURE – SYNOPSIS P. 5
2 PROJECT MANAGEMENT PERFORMANCE PICTURE (BY AREAS OF ACTION – 5TH EDITION) p. 16
3 PROJECT MANAGEMENT PERFORMANCE PICTURE – SYNOPSIS P. 21
4 AG COOPERATIVE ACTIONS – SYNOPSIS P. 23

in the Construction and Real Estate Industry. v. DVP eV | AHO issue No. 9 – Synopsis
Preface
The AHO specialist commission “Project Control/Project Management” has completely revised, expanded and adapted the service and
fee regulations in project management to new developments. The 5th edition of AHO issue 9 has been available since March 2020.
The previous editions come from 1996, 2004, 2009 and 2014.
The current issue 9 assigns so-called “deliverable objects” to the individual basic services. These deliverables must be created by
project management so that the basic services can be provided completely and effectively. This gives clients the opportunity to check
and measure the performance of project management.
The commentary section of Issue 9 describes the services in Chapter 3 and thus represents a now proven and frequently used
understanding of construction project management services in Germany.
The basic services of project management are supplemented by the services of project management (Chapter 4) and by the special
services (Chapter 5). In Chapter 6, the booklet describes the changes to the basic services that are required in BIM projects as well as
possible services of BIM management.
Chapters 7 and 8 deal in more detail with remuneration and contract design.
Issue 9 has now become a textbook-like reference work for construction project management services in Germany. Foreign projects also use this
service profile - often not in full, but in a modified form. The constant adaptation and improvement over the past decades has ensured that the
performance profile is comprehensive and up-to-date. Of course, it can be used in a modified form within projects.
The following synopsis makes the changes between booklet 4 and booklet 5 visible and is a guide that not only clarifies the development
of the service profiles, but can in particular be an aid for preparing offers and executing the services.
First, the basic services are compared. The basic services are then presented in project chronological order for each area of activity.
The synoptic comparison of the project management services follows. The conclusion is a comparison of the client's collaborative
actions.
The DVP thanks Dr. Alexander Kappes M.Sc. and Mr. Paul Christian John B. Eng. (both kappes ipg GmbH in Stuttgart) for the
compilation.
German Association for Project Management in the Construction and Real Estate Industry eV in June 2020

in the Construction and Real Estate Industry. v. DVP eV | AHO issue No. 9 – Synopsis 4
Legend
Red font = omitted in the 5th edition
Blue font = Reworded in the 5th edition
Turquoise font = Added in the 5th edition
1 Project management performance profile – synopsis
4th edition 5th edition
I Project preparation
A Organization, information, coordination and documentation (across areas of activity)
IA.1
Contribute to the clarification of project-specific issues

Framework conditions
IA.3
IA.2
Participate in defining project goals and objectives
Participate in defining project goals
Documentation of project specifications
IA.1
IA.3
Develop, coordinate and document the project-specific
Develop and coordinate project structure planning
Organizational specifications with project structure planning
IA.2 IA.4
Develop and coordinate the basis for planning the Suggest and coordinate the interfaces and processes of the
planning Planning (planning the planning)
IA.4 IA.5
Suggest and coordinate the communication structure of the Proposing, voting and implementing the
Information, reporting and protocol systems Communication structure (information, reporting and
IA.8 protocol) including participation in the selection of one
Participate in the selection of a project communication system Project communication system
IA.5
IA.6
Suggest and coordinate decision management
Suggest, coordinate and implement decision and change management
IA.6
Suggest and coordinate change management

IA.7 IA.7
Participate in risk management Participate in risk management

IA.1 IA.8
Develop, coordinate and document the project-specific Develop, coordinate and document the project-specific
Organizational specifications with project structure planning Organizational specifications (project manual)
B qualities and quantities
IB.1
IB.1
Checking the existing basis for requirements planning
Checking the requirements planning for completeness and plausibility
Completeness and plausibility
IB.2
Participate in the clarification of location issues, in the procurement of IB.2
location-relevant documents, in the property assessment with regard to Assist in clarifying property and location issues and obtaining the
use under private and public law relevant documents
respect
IB.3 IB.3
Reviewing the results of the basic investigation Reviewing the results documentation of the basic determination of those
those involved in planning involved in the planning

in the Construction and Real Estate Industry. v. 1 Project management performance profile – synopsis DVP eV | AHO issue No. 9 – Synopsis 5
Legend
I Project preparation
C Costs and financing
IC.1 IC.1
Participate in the creation of the cost framework for Participate in the creation of the cost framework and the
Investment costs and usage costs usage cost framework
IC.4 IC.2
Coordinate and set up the project-specific Coordinate and set up the project-specific
Expense tracking Expense tracking
IC.3 IC.3
Checking and approving proposals regarding the invoices of Checking and approving proposals regarding the invoices of
those involved in the planning and other project participants those involved in the planning and other project participants
(except construction companies) for payment (except construction companies) for payment
IC.2 IC.4
Participate in identifying and applying for investment and funding Participate in identifying and applying for investment and funding
D Dates, capacities and logistics
ID.1 ID.1
Setting up and coordinating the schedule Setting up and coordinating the schedule
ID.2 ID.2
Setting up and coordinating the control schedule for the Setting up and coordinating the control schedule for the
Overall project and deriving the capacity framework Overall project and deriving the capacity framework
ID.3
ID.3
Recording logistical influencing factors, taking into account
Recording logistically relevant location and general conditions
relevant location and general conditions
E contracts and insurance
IE.1 IE.1
Participate in the creation of a procurement and contract structure for Participate in the creation of a procurement and contract structure for
the entire project the overall project
IE.2
IE.2
Prepare and coordinate performance requirements for
Preparation and coordination of the contents of the planning contracts
Planning contracts
IE.3 IE.3
Participate in the selection of those to be involved Participate in the selection of those to be involved
Negotiations and preparation of orders Negotiations and preparation of orders
IE.4
IE.4
Proposing the contract dates and deadlines for the
Proposing the contract dates and deadlines for the planning contracts
Planning contracts
IE.5 IE.5
Participate in the creation of an insurance concept for the Participate in the creation of an insurance concept for the
Overall project Overall project
IE.6
Participate in the enforcement of contractual obligations towards those
involved
IE.7
Review and release proposals for compensation supplements from

those involved in planning

Legend
II Planning
II-A.1
Participate in updating the project goals

II-A.4
Checking and implementing the communication structure –

regular information and coordination with the client II-A.2
(reporting) Implementation of the communication structure (information, reporting
II-A.9 and protocol systems) including the project communication system
Analyze and evaluate the proper use of the
Project communication system by the project participants
II-A.5
Implementing decision management II-A.3
II-A.6 Implementing decision and change management

Implementing change management
II-A.8 II-A.4

II-A.10 II-A.5
Participate in obtaining official approval Participate in obtaining official approvals

II-A.1 II-A.6
Updating the project-specific organizational specifications Updating the project-specific organizational specifications
Project structure planning (Project manual) and project structure planning
II-A.2 II-A.7
Analyzing and evaluating the planning processes for conformity with the Regular monitoring of compliance with project goals
specified project goals Organizational specifications and planning of planning
II-A.3
Updating the documentation of the project specifications
II-A.7
Analyzing and evaluating the coordination performance of the II-B.1

Object planner Analyzing, evaluating and controlling the services of the
II-B.1 those involved in planning, especially the coordination and
Ongoing analysis and evaluation of the performance of the Integration services from the property planner
II-B.2 II-B.2
Controlling the planning of sampling Controlling sampling planning

II-B.3 II-B.3
Reviewing the results documentation of those involved in the planning for Reviewing the results documentation of those involved in the planning
the individual planning phases at the conclusion of the respective planning performance phases
II-C.1 II-C.1
Reviewing the cost estimate and calculation Reviewing the cost estimate and calculation
Object and specialist planners as well as arranging the necessary Object and specialist planners as well as arranging the necessary
Adaptation measures Adaptation measures

Legend
II Planning
II-C.2 II-C.2
Cost control to maintain cost targets Cost control to maintain cost targets
II-C.3 II-C.3
Planning cash requirements and cash outflows Planning cash requirements and cash outflows
II-C.4 II-C.4
II-C.5
II-C.5
Updating project-specific cost tracking (continuously)
Updating cost tracking
II-D.1 II-D.1
Updating the deadline Updating the deadline
II-D.2
II-D.2
Check the schedule of those involved in the planning for the
Checking the scheduling of those involved in the planning for the
Planning and construction process, in particular compliance with the
Planning and construction process
deadline
II-D.3
Updating the control schedule taking into account the schedule of those II-D.3
involved in the planning and Updating the control schedules

Construction process
II-D.4
II-D.4
Scheduling control of planning including analysis and evaluation of the
Deadline control to ensure deadlines are met
appointment updates of those involved in the planning
II-D.5
II-D.5
Participate in updating the logistically relevant location and framework
Participate in updating the logistical influencing factors
conditions
II-D.6
Setting up and coordinating the schedule for integrating strategic facility

management
II-E.1 II-E.1
Participate in the enforcement of contractual obligations towards those Participate in the enforcement of contractual obligations towards those
involved involved
II-E.2 II-E.2
Participate in the implementation of the insurance concept for everyone Participate in the implementation of the insurance concept for everyone
project participants project participants
II-E.3

II-E.4
Participate in the structuring of the procurement process

in the Construction and Real Estate Industry. v. 1 Project management performance profile – synopsis DVP eV | AHO issue No. 9 – Synopsis 8th
Legend
III Execution preparation
III-A.1

III-A.4
Checking and implementing the communication structure -

regular information and coordination with the client III-A.2
III-A.9 and protocol systems) including the project communication system
III-A.5
Implementing decision management III-A.3
III-A.6 Implementing decision and change management

III-A.8 III-A.4

III-A.5
Participate in obtaining official approvals

III-A.1 III-A.6
III-A.2 III-A.7
III-A.3
III-A.7
Analyzing and evaluating the coordination performance of the III-B.1

Object planner Analyzing, evaluating and controlling the services of the
III-B.1 those involved in planning, especially the coordination and
Ongoing analysis and evaluation of the planning results Integration services from the property planner
Conformity with the specified project objectives
III-B.4 III-B.2
Participate in the necessary sampling Controlling sampling planning

III-B.3
Checking the results documentation of the implementation planning

III-B.4
III-B.2
Checking those created by those involved in the planning
Service lists, offer evaluations and
Tender evaluations and award proposals
Award proposals
III-B.3
Checking the direct and indirect effects of additional offers on

compliance with the specified ones
Project objectives

Legend
III-C.1
Checking the target values determined by the planners for the

Awards based on current cost calculations III-C.1
III-C.2 Reviewing planners' cost controls

Checking the cost calculations prepared by those involved in the
planning on the basis of priced service specifications
III-C.5
III-C.2
Cost control taking into account the offer reviews and cost
Cost control to maintain cost targets
comparisons of those involved in the planning
III-C.6 III-C.3
Checking and releasing proposals for invoices Checking and releasing proposals for invoices
Planning participants and other project participants (except Planning participants and other project participants (except
construction companies) for payment construction companies) for payment
III-C.7 III-C.4
III-C.8
III-C.5
III-C.3
Checking the offer evaluations with regard to the

Reasonableness of prices
III-C.4
Specifying coverage confirmations for orders

III-D.1 III-D.1
III-D.2
III-D.2
Checking the scheduling of those involved in the planning for the
Checking the award scheduling of those involved in the planning
Planning and construction process (particularly award scheduling)
III-D.3
Updating the control schedule taking into account the schedule of III-D.3
those involved in the planning and Updating the control schedules

Construction process
III-D.4
Setting up a control schedule for preparation and

Carrying out acceptance and commissioning
III-D.5
Deadline control with target/actual comparisons III-D.5
Implementation planning as well as preparation and implementation Deadline control to ensure deadlines are met
Award
III-D.6 III-D.6
Participate in updating and checking the development of logistical Participate in updating the logistically relevant location and framework
influencing factors conditions
III-D.4
Checking the existing offers with regard to specified

deadlines

Legend
III-E.1 III-E.1
involved involved
III-E.2 III-E.2
Participate in the structuring of the procurement process Participate in the structuring of the procurement process
III-E.3 III-E.3
Checking the contract documents for the awarding units for Checking the contract documents for the awarding units for
completeness and plausibility and confirming them completeness and plausibility and confirming them
Shipping skill Shipping skill
III-E.4 III-E.4
Participate in the award negotiations until the signature is ready Participate in the award negotiations until the signature is ready
III-E.5

III-E.5
Participate in specifying the contract dates and deadlines for the

special contractual conditions of the execution and
Delivery services

Legend
IV execution
IV-A.1

IV-A.4

regular information and coordination with the client IV-A.2
IV-A.9 and protocol systems) including the project communication system
IV-A.5
Implementing decision management IV-A.3
IV-A.6 Implementing decision and change management

IV-A.8 IV-A.4

IV-A.5

IV-A.1 IV-A.6
IV-A.2 IV-A.7
IV-A.3
IV-A.7
Analyzing and evaluating the coordination performance of the

IV-B.1
Object monitoring
Analyzing, evaluating and controlling the services of the
IV-B.1
Those involved in planning, in particular the coordination services of the
Analyzing and evaluating the performance of property monitoring as well
Object planner
as suggesting and coordinating adaptation measures if project goals
are at risk
IV-B.2 IV-B.2
Event-related local checking of the services provided by the company Event-related local analysis and evaluation of the performance of object
Object monitoring monitoring
IV-C.1 IV-C.1
IV-C.2 IV-C.2

Legend
IV execution
IV-C.3 IV-C.3
Review and release proposals regarding the invoice verification of the Review and release proposals regarding the invoice verification of the
property monitoring for payment to executing companies property monitoring for payment to executing companies
IV-C.5 IV-C.4
Updating the planning for fund requirements and cash outflow Updating the planning for fund requirements and cash outflows
IV-C.6
IV-C.5
IV-C.4
Providing coverage confirmations for addendums
IV-D.1 IV-D.1
IV-D.2
IV-D.2
Checking the scheduling of those involved in the planning and
Checking the schedule of those involved in the planning, particularly
construction process (in particular
ensuring that the deadline is adhered to
execution scheduling)
IV-D.3
IV-D.3
Updating the control schedules taking into account the schedules of
Updating the control schedules
those involved in the planning
IV-D.4
IV-D.4
Scheduling of execution taking into account the
Deadline control to ensure deadlines are met
Property monitoring services
IV-D.5
Controlling the take-off
IV-D.6
Participate in updating the logistically relevant location and framework

conditions
IV-E.1 IV-E.1
involved involved
IV-E.3 IV-E.2
Reviewing the supplementary inspections by property monitoring and Reviewing the supplementary inspections by property monitoring and
assisting in the commissioning assisting in the commissioning
IV-E.4 IV-E.3
Participate in the acceptance preparation as well as in the Participate in the planning, preparation and implementation of legal
Implementation of acceptance and commissioning transactions
IV-A.10 IV-E.4
Supporting the client in initiating independent evidentiary Supporting the client in initiating independent evidentiary
proceedings proceedings
IV-E.5

IV-E.2
Supporting the client in averting claims from third parties

(neighbors, citizens' initiatives, etc.)

Legend
V Project completion
VA.2
Arranging the systematic compilation and

VA.1
Archiving of project documentation
Checking the systematic compilation of the
VA.3
Project documentation
Checking the compilation of documentation by those involved in the
planning
VA.4
VA.2
Completion of the communication structure (information, reporting
regular information and coordination with the client
and protocol systems)
(reporting)
VA.6 VA.3
Organizing the completion of the project communication system Organizing the completion of the project communication system
VA.5 VA.4
Completing the decision/change process and Completing the decision/change process and
risk management risk management
VA.1
Participate in the organizational and administrative conception

and in the implementation of the handover/takeover or commissioning/
use
VB.1 VB.1
Analyze and evaluate the list of statutes of limitations for Analyze and evaluate the list of statutes of limitations for
Claims for defects Claims for defects
VC.1 VC.1
Checking the cost determination of the property and specialist planners Checking the cost determination of the property and specialist planners
VC.2 VC.2
Checking and releasing proposals regarding the invoices of Checking and releasing proposals regarding the (final) invoices from
those involved in the planning and other project participants for payment those involved in the planning and other project participants for payment
VC.3 VC.3
Review and release proposals regarding the invoice verification of the Review and release proposals regarding the invoice verification of the
property monitoring for payment to executing companies property monitoring for payment to the executing companies
VC.4 VC.4
Checking the performance of those involved in the planning when Checking the performance of those involved in the planning when
releasing security deposits releasing security deposits
VC.5 VC.5
Complete project-specific cost tracking Complete project-specific cost tracking
VD.1 VD.1
Controlling commissioning, acceptance and handover Controlling commissioning

Legend
V Project completion
VE.1 VE.1
Participate in the legal acceptance of the Participate in the legal acceptance of the
Planning services Planning services
VE.2
VE.3
Reviewing the supplementary inspections by property monitoring and
assisting in the commissioning
VE.4
Participate in the enforcement of contractual obligations towards those
involved
VE.5
Supporting the client in initiating independent evidentiary
procedures

Legend
Turquoise font = Added as a new performance component in the 5th edition
2 Project management performance

profile (according to areas of activity – 5th edition)
I Project preparation II Planning III Execution preparation IV execution V Project completion
IA.1
Contribute to the clarification of project-specific issues

II-A.1 III-A.1 IV-A.1
Participate in updating the project goals Participate in updating the project goals Participate in updating the project goals
IA.2 II-A.7 III-A.7 IV-A.7
Participate in defining project goals Regular monitoring of compliance with project goals, Regular monitoring of compliance with project goals, Regular monitoring of compliance with project goals,
organizational guidelines and [the] planning of the organizational guidelines and [the] planning of the organizational guidelines and [the] planning of the
planning planning planning
IA.3 Updating the project-specific Updating the project-specific Updating the project-specific
Develop and coordinate project structure planning Organizational specifications (project manual) and the Organizational specifications (project manual) and the Organizational specifications (project manual) and the
Project structure planning Project structure planning Project structure planning
IA.4
Regular monitoring of compliance with project goals, Regular monitoring of compliance with project goals, Regular monitoring of compliance with project goals,
Suggest and coordinate the interfaces and
organizational guidelines and [the] planning of the organizational specifications and [the] planning of the organizational guidelines and [the] planning of the
Processes of planning (planning of planning)
VA.2
IA.5
II-A.2 III-A.2 IV-A.2 Completion of the communication structure (information,
Proposing, voting and implementing the reporting and protocol system)
Implementing the communication structure (information, Implementing the communication structure (information, Implementing the communication structure (information,
Communication structure, information, reporting and
Reporting and protocol management) including Reporting and protocol management) including Reporting and protocol management) including VA.3
protocol systems including participation in the
Project communication system Project communication system Project communication system Organizing the completion of the
Choosing a project communication system
Project communication system
IA.6 II-A.3 III-A.3 IV-A.3 VA.4
Suggest, vote and implement Implementing decision and change Implementing decision and change Implementing decision and change Completing the decision/change process and
Decision and change management management management management risk management
VA.4
IA.7 II-A.4 III-A.4 IV-A.4
Completing the decision/change process and
Participate in risk management Participate in risk management Participate in risk management Participate in risk management
risk management
Updating the project-specific Updating the project-specific Updating the project-specific

IA.8 Organizational specifications (project manual) and the Organizational specifications (project manual) and the Organizational specifications (project manual) and the
Develop, coordinate and document the project- Project structure planning Project structure planning Project structure planning
documentation
specific organizational specifications

Organization,

coordination
information,
(Project manual) Regular monitoring of compliance with project goals, Regular monitoring of compliance with project goals, Regular monitoring of compliance with project goals,
activity)
(across
areas
organizational specifications and [the] planning of the organizational specifications and [the] planning of the organizational specifications and [the] planning of the
and
of
A

Participate in bringing about the official Participate in bringing about the official Participate in bringing about the official
Permits Permits Permits
VA.1

Project documentation

in the Construction and Real Estate Industry. v. 2 Project management performance profile (according to areas of activity – 5th edition) DVP eV | AHO issue No. 9 – Synopsis 16
Legend
IB.1
Checking the requirements planning for completeness and

plausibility
IB.2
Participate in the clarification of property and property issues

Location issues and the procurement of the relevant ones
Documents
II-B.3
IB.3 III-B.3
Checking the results documentation
Checking the results documentation Checking the results documentation
those involved in the planning to complete the respective
Basic determination of those involved in the planning Execution planning
Performance phases of planning
II-B.1 III-B.1 IV-B.1
Analyzing, evaluating and controlling the services of the Analyzing, evaluating and controlling the services of the Analyzing, evaluating and controlling the performance of
Those involved in planning, in particular the coordination Those involved in planning, in particular the coordination those involved in planning, in particular
and integration services of the property planner and integration services of the property planner Coordination services of the property planner
II-B.2 III-B.2
quantities
qualities
Controlling sampling planning Controlling sampling planning

and
B
III-B.4

Service lists, offer evaluations and
Award proposals
IV-B.2
Event-related local analysis and evaluation of the performance

of object monitoring
VB.1
Analyzing and evaluating the listing of

Limitation periods for claims for defects

Legend

II-C.1
IC.1 VC.1
Reviewing the cost estimates and calculations of the III-C.1
Participate in the creation of the cost framework and the Checking the cost determination of the property and
property and specialist planners and initiating Reviewing planners' cost controls
usage cost framework Specialist planner
necessary adjustment measures
IC.2
II-C.5 III-C.5 IV-C.5 VC.5
Coordinate and set up the project-specific
Updating cost tracking Updating cost tracking Updating cost tracking Complete project-specific cost tracking
Expense tracking
IV-C.2
VC.2
Checking and approving proposals
Review and release proposals regarding the (final)
IC.3 II-C.4 regarding the invoices of those involved in the
III-C.3 Invoices from those involved in the planning and other
Checking and approving proposals Checking and approving proposals planning and other project participants (except
Checking and releasing proposals for invoices project participants for payment
regarding the invoices of those involved in the regarding the invoices of those involved in the construction companies) for payment
Planning participants and other project participants
planning and other project participants (except planning and other project participants (except IV-C.3 VC.3
(except construction companies) for payment
construction companies) for payment construction companies) for payment Review and release proposals regarding the Review and release proposals regarding the
invoice verification of the property monitoring for invoice verification of the property monitoring for
payment to executing companies payment to the executing companies
financing
Costs
and
IC.4
C
Participate in the identification and application of

Investment and funding
II-C.2 III-C.2 IV-C.1
Cost control to maintain cost targets Cost control to maintain cost targets Cost control to maintain cost targets
IV-C.4
II-C.3 III-C.4
Updating the planning for funding requirements and
Cash outflow
VC.4
Checking the performance of those involved in the

planning when releasing security deposits

Legend

ID.1 II-D.1 III-D.1 IV-D.1
Setting up and coordinating the schedule Updating the deadline Updating the deadline Updating the deadline
ID.2
Setting up and coordinating the control schedule for the II-D.3 III-D.3 IV-D.3
entire project and deriving it Updating the control schedules Updating the control schedules Updating the control schedules
capacity framework
III-D.4
Setting up a control schedule for the IV-D.5 VD.1
Preparation and execution of acceptance tests and Controlling the take-off Controlling commissioning
Commissioning
ID.3 II-D.5 III-D.6 IV-D.6
Recording logistically relevant location and data Participate in updating the logistically relevant Participate in updating the logistically relevant Participate in updating the logistically relevant
capacities
Framework conditions location and framework conditions location and framework conditions location and framework conditions
logistics
Dates,
III-D.2 IV-D.2
and
II-D.2
D
Checking the scheduling of those involved in the planning Checking the scheduling of those involved in the planning
Checking the scheduling of those involved in the planning
and construction process (in particular and construction process (in particular
and construction process
award scheduling) execution scheduling)
II-D.4 III-D.5 IV-D.4
Deadline control to ensure deadlines are met Deadline control to ensure deadlines are met Deadline control to ensure deadlines are met

Legend
IE.1
II-E.4 III-E.2
Participate in the creation of a procurement and
Contract structure for the entire project
III-E.3
IE.2
Checking the contract documents for the
Preparing and coordinating the
Award units for completeness and plausibility as well as
Performance requirements for planning contracts
confirmation of readiness for dispatch
IE.3
III-E.4
Participate in the selection of those to be involved, in
Participate in the award negotiations until
negotiations and preparations
Signature maturity
Assignments
IE.4
Proposing the contract dates and deadlines for the

Planning contracts
IE.5 II-E.2
Contribute to the creation of one Participate in the implementation of the

Insurance concept for the entire project Insurance concept for everyone involved in the project
IE.6 II-E.1 III-E.1 IV-E.1 VE.4

insurance
contracts
Participate in the enforcement of contractual obligations Participate in the enforcement of contractual obligations Participate in the enforcement of contractual obligations Participate in the enforcement of contractual obligations Participate in the enforcement of contractual obligations
towards those involved towards those involved towards those involved towards those involved towards those involved
and
E
IE.7 II-E.3 III-E.5 IV-E.5 VE.2
Check and release suggestions Check and release suggestions Check and release suggestions Check and release suggestions Check and release suggestions
Compensation supplements from those involved in the planning Compensation supplements from those involved in the planning Compensation supplements from those involved in the planning Compensation supplements from those involved in the planning Compensation supplements from those involved in the planning
IV-E.2 VE.3
Checking the supplementary tests by the Checking the supplementary tests by the
Object monitoring and participation in the Object monitoring and participation in the
commissioning commissioning
IV-E.4 VE.5
Supporting the client in initiating independent evidentiary Supporting the client in initiating independent evidentiary
procedures procedures
IV-E.3 VE.1
Participate in planning, preparation and Participate in the legal acceptance of the

Execution of legal acceptances Planning services

Legend

3 Project management performance profile – synopsis
a)
Informing, coordinating and obtaining specifications and

e)
Decisions made by the client’s governing bodies (board of directors/
Leading project meetings at management or Management and steering committees)
Board level for preparing/initiating/enforcing decisions
b)
Preparing and, if necessary, leading committee meetings

and project discussions for the client
c)
G)
Perceiving the central organizational unit for the project
Acting as the central project contact point; Take care of them
(project office/project contact point), implementation of the decision-making/
Processing the catalog of decisions/measures
catalog of measures
d)
Ensure a suitable communication infrastructure, for example by using

communication platforms to ensure undisturbed communication
between those involved in the project
e)
Preparation and coordination of service and contract content for

client-side consultants, planners and project managers (in
staff function) as well as procurement of corresponding services
f)
Coordination of the consultants employed in the staff office and

Project controller
G)
Making or making the necessary decisions in a timely manner

regarding:
a) - appropriate project organization taking into account user and operator
Making or making the necessary decisions in a timely manner concerns;
with regard to function, construction, standard and design as - Specification of project goals and risk decisions;
well as with regard to organization, quality, costs, deadlines as - Project compliance;
well as contracts and insurance - further project-related specifications (quality, costs,
appointments, contracts and insurance);
- basic object-related specifications (functions,
Constructions, standard and design)
f) H)
Conducting negotiations with project-related, Conducting negotiations and concluding project-related ones
contractual or public law binding effects for the client Contracts with legally binding effect for the client in accordance with
the delegated power of attorney
b) i)
Enforce the necessary measures and carry them out Enforce the necessary measures and carry them out
of the contracts while preserving the rights and obligations of the of the contracts while preserving the rights and obligations of the
client on his behalf client on his behalf

Legend

j)
d)
Conflict management to align the different interests of those involved
Conflict management to align the different interests of those in the project towards uniform project goals, including with regard to
involved in the project towards uniform project goals in terms of
qualities, costs and deadlines, among other things - proper provision of services by those involved in the project in
- the obligation of those involved in the project to integrate the accordance with the concluded contracts;
various planning services in terms of technical content and - timely clarification of conflicts that have arisen, preferably
- the obligation of those involved in the project to investigate within the project and preferably out of court;
alternative possible solutions - Ensuring a partnership-based approach with everyone involved
in the project
k)
Explanation of releases, acceptances and commissioning

H) l)
Carrying out project-related representational duties towards the Carrying out project-related representational duties towards users/
user, the financier and the public bodies operators, financing providers and the
interests and the public bearers of public interests and the public
c)
Obtaining the necessary approvals, consents and authorizations with

a view to readiness for approval

Legend
4 AG participation activities – synopsis
Basic services Collaborative actions AG Basic services Collaborative actions AG
Before ordering) (Before commissioning)
.1 (AG)
Selection of a project controller (PS for short) according to Chapter. 5

.1 (AG)
.4 (AG)
Selection of a project manager (PS), or obtaining offers for
Obtaining an offer and contract proposal
PS, evaluation of offers, placing orders for PS
.5 (AG)
Issuing the order for project management

.2 (AG)
Information about the client's boundary conditions of the project

.2 (AG)
- Management structure of the client (AG)
- Existing communication structures Information about the client's boundary conditions of the project:
- Organizational/management structure of the AG
.3 (AG)
- existing communication structure
Catalog of main objectives in view - Definition of the main goals in terms of costs, deadlines,
- Cost
- Qualities and quantities
- Events
- Quality and quantities

in the Construction and Real Estate Industry. v. 4 AG participation activities – synopsis DVP eV | AHO issue No. 9 – Synopsis 23
Legend
I Project preparation I Project preparation
A Organization, information, coordination and documentation (across areas of activity) A Organization, information, coordination and documentation (across areas of activity)
IA.1 (AG)
IA.1
Information about the client's boundary conditions of the project,
Participate in clarifying the project-specific framework conditions
Answering the questionnaire
IA.3 IA.3 (AG) IA.2 (AG)
IA.2
Participate in defining the project goals and documenting them Coordinate and finalize project goals, explain them to the PS and agree on Announcement of the client's objectives, receipt of the agreed documents and
them
Participate in defining project goals
Project specifications decision on the project goals
IA.1 (AG) IA.3 (AG)
IA.1
Providing information about the company and the project as well as Delivery of the complete project organization-relevant documents and IA.3
Develop, coordinate and document the project-specific
coordination with project management; information, receipt of the agreed documents and, if necessary. Develop and coordinate project structure planning
Organizational specifications with project structure planning
Project organization decisions Decision on the project structure plan
IA.2 (AG)
IA.4 (AG) IA.4
IA.2 Decisions about the commissioning of property and
If necessary , specifications for the planning process, receipt of the agreed Suggest and coordinate planning interfaces and processes
Develop and coordinate the basis for the planning of the planning Specialist planners and other specialists and specifications for the
documents and decision on the planning of the planning (planning the planning)
planning process; Clarify and grant necessary powers of attorney
IA.4 (AG)
IA.4 Clarification, coordination and decision on the type, routes and IA.5 (AG)
Suggest and coordinate the communication structure of the recipients of information, reports and protocols, including a Providing information about reception authorizations and the desired IA.5
Information, reporting and protocol systems project communication system (PKS) according to PS information channels, coordination with the PS as well Suggesting, agreeing and implementing the communication structure,
proposals Decision on the type of PCS, receipt of the agreed ones Information, reporting and protocol management including participation in the
IA.8 (AG) Documents and decision on reporting and the selection of a project communication system
IA.8 Communication structure
Decide whether your own, the PS or an external one
Participate in the selection of a project communication system
Project communication system should be used
IA.5 (AG)
IA.6 (AG)
IA.5 Coordination and definition of the planning processes;
Suggest and coordinate decision management Setting up/determining the central project contact point; Ensure that If necessary , specifications regarding the procedure for changes and necessary
IA.6
the catalog of decisions and measures is processed decisions, determining internal responsibilities for processing the decision
Suggest, coordinate and implement decision and change management
templates and change certificates, receiving the agreed documents and
IA.6 (AG)
IA.6 deciding on decision and change management
Coordination and determination of the procedure for
Suggest and coordinate change management
changes
IA.7 (AG) IA.7 (AG)
IA.7 Informing the PS about project risks; active involvement of the Announcement of the client's risk strategy; Receipt of the agreed documents IA.7
Participate in risk management PS in risk management and determination of the (risk list, etc.) and, if necessary, decision on risk management Participate in risk management
Risk management system
IA.1 (AG)
IA.1 IA.8 (AG) IA.8
Providing information about the company and the project as well as
Develop, coordinate and document the project-specific Receipt of the agreed documents and decision on Develop, coordinate and document the project-specific
coordination with project management;
Organizational specifications with project structure planning ORGA specifications Organizational specifications (project manual)
Project organization decisions
B qualities and quantities B qualities and quantities
IB.1 IB.1 (AG) IB.1 (AG)

IB.1
Checking the existing basis for requirements planning Requirements planning handed over to PS; if not available, Handover of requirements planning; If not available, commission
Checking the requirements planning for completeness and plausibility
Completeness and plausibility Order demand planning requirements planning
IB.2
IB.2 (AG)
Participate in the clarification of location issues, in the procurement of IB.2 (AG) IB.2
grant powers of attorney for the procurement of documents,
location-relevant documents, in the property assessment with regard to Grant powers of attorney for the procurement of documents, if Assist in clarifying property and location issues and obtaining the relevant
Receipt of the agreed documents on property and property
use under private and public law necessary obtaining confidentiality agreements documents
respect Location issues

Legend
IB.3 (AG)
IB.3 Take note of the results of the basic investigation of the property and IB.3 (AG) IB.3
Reviewing the results of the basic investigation specialist planners commissioned so far by the PS and, if Receipt of results report and, if necessary, decision on the basic Reviewing the documentation of the results of the basic investigation
those involved in planning necessary, confirm or reject them; Make a decision about continuing determination, release of the basic determination those involved in planning
the project
IC.1 (AG)
IC.1 IC.1 (AG) IC.1
Announcement of the financing framework; Determination of risk budget,
Participate in the creation of the cost framework for investment costs and Define cost framework/cost limits/economic efficiency goals and Participate in the creation of the cost framework and the
Receipt of the agreed documents and decision on
usage costs communicate them to all those involved in the project
Cost framework usage cost framework
IC.4 (AG)
Coordinate with the PS on the cost targets, clarify how and with IC.2 (AG)
IC.4 IC.2
what means the cost tracking should be presented in a timely Receiving the agreed documents and making a decision
Coordinate and set up project-specific cost tracking Coordinate and set up project-specific cost tracking
manner, and make this binding; For the Expense tracking
The same applies to cash outflow
IC.3 IC.3
IC.3 (AG) IC.3 (AG)
Check and release proposals regarding the invoices of those Checking and approving proposals regarding the invoices of
Receive verified invoices, compare them with the budget, assign Instruct/carry out receipt of documents, decision and timely payment
involved in the planning and other project participants (except those involved in the planning and other project participants
accounts and issue invoices
construction companies) for payment (except construction companies) for payment
IC.4 (AG)
IC.2 (AG)
IC.2 Receiving the agreed documents, confirming and presenting the application IC.4
If necessary, hire specialists to obtain funding; If necessary, commission
Participate in identifying and applying for investment and documents to the financing authorities; Decision on the funding process Participate in identifying and applying for investment and
funding specialists to carry out economic feasibility studies funding
and submission of the application documents to the
Funding agency/s
D Dates, capacities and logistics D Dates, capacities and logistics
ID.1 (AG)
ID.1 ID.1 (AG) ID.1
Setting up and coordinating the schedule
Receipt of the agreed documents and Setting up and coordinating the schedule
Coordinate and set deadlines
Decision on the deadline
ID.2 ID.2 (AG) ID.2
ID.2 (AG)
Setting up and coordinating the control schedule for the Receipt of processing report and, if necessary, decision on the Setting up and coordinating the control schedule for the
Coordinate and set interim dates with the PS
Overall project and deriving the capacity framework schedule Overall project and deriving the capacity framework
ID.3 (AG)
ID.3
Make decisions regarding development/access and storage areas in ID.3 (AG) ID.3
Recording logistical influencing factors, taking relevant ones into account
confined construction site conditions and decide on possible Receipt of results report and, if necessary, decision Recording logistically relevant location and general conditions
Location and framework conditions
additional costs
E contracts and insurance E contracts and insurance
IE.1 (AG) IE.1 (AG)

IE.1 IE.1
Determinations for the awarding and contract structure – providing Receiving the agreed documents and making a decision
Participate in the creation of a procurement and contract structure for the Participate in the creation of a procurement and contract structure for the
legal expertise for the awarding and contract structure of the overall Award and contract structure, involvement of legal advice,
Overall project Overall project
project Receipt of the agreed documents and decision
IE.2 (AG) IE.2

IE.2 IE.2 (AG)
Receipt of the agreed documents and decision Prepare and coordinate performance requirements for
Preparation and coordination of the contents of the planning contracts Release of the planning contracts
planning contracts Planning contracts
IE.3 (AG)
IE.3 IE.3 (AG) IE.3
Receipt of the agreed documents and decision on the bidder list,
Participate in the selection of those to be involved, in negotiations and Decide on the bidders, participate in the negotiations, legally binding Participate in the selection of those to be involved, in negotiations and
participation and/or conducting negotiations, placing the order
Preparations for assignments assignment Preparations for assignments

Legend
IE.4 (AG)
IE.4 IE.4 (AG) IE.4
Receipt of suggestions and agreed documents and
Proposing the contract dates and deadlines for the planning contracts Acknowledgment and, if necessary, decision Proposing the contract dates and deadlines for the planning contracts
Decision on contract dates
IE.5 (AG)
IE.5 IE.5 (AG) Communication of existing insurance structures and binding ones IE.5
Participate in the creation of an insurance concept for the Specification of boundary conditions for the insurance concept and specification of the boundary conditions; Receiving the agreed ones Participate in the creation of an insurance concept for the
Overall project final decision, conclusion of the contracts Documents and decision on the insurance concept and Overall project
Insurance contracts
IE.6 (AG) IE.6

Receipt of agreed documents, decision and execution if necessary Participate in the enforcement of contractual obligations towards the
those involved
IE.7
IE.7 (AG)
Receipt of the agreed documents, commissioning

Legend
II Planning II Planning
II-A.1 (AG)
II-A.1
Receipt of the agreed documents and, if necessary, decision on the project
goals
II-A.4 II-A.4 (AG)
Checking and implementing the communication structure – regular information Receiving reports and coordinating with the PS on
II-A.2 (AG) II-A.2
and coordination with the client (reporting) Specifications for costs, deadlines, qualities and quantities
Receipt of the agreed documents and, if necessary, decision on reporting and Implementing the communication structure (information, reporting and
II-A.9 II-A.9 (AG) communication structure Protocol system) including project communication system
Analyze and evaluate the proper use of the Report any irregularities to the PS
Project communication system by the project participants Project communication system
II-A.5 II-A.5 (AG)
II-A.3 (AG)
Implementing decision management Receive and decide on PS decision submissions II-A.3
II-A.6 II-A.6 (AG) Implementing decision and change management
Decision and change management
Implementing change management Receive and decide on amendment requests from the PS
II-A.4 (AG)
II-A.8 II-A.8 (AG) II-A.4
Receipt of the agreed documents and, if necessary, decision on risk
Participate in risk management Risk management decisions Participate in risk management
management
II-A.10 (AG)
II-A.10 II-A.5 (AG) II-A.5
Responsible for conducting negotiations with authorities/
Participate in obtaining official approval Receipt of the agreed documents and, if necessary, decision Participate in obtaining official approvals
Applications
II-A.1 II-A.1 (AG) II-A.6 (AG) II-A.6
Updating the project-specific organizational specifications Coordinate and, if necessary, determine the updated Receipt of the agreed documents and decision on Updating the project-specific organizational specifications
Project structure planning organizational specifications and the project structure planning ORGA specifications (Project manual) and project structure planning
II-A.2 (AG)
II-A.2 II-A.7
Decide and announce any changes to the targets; Decision on II-A.7 (AG)
further measures based on the analyses Receipt of the agreed documents and, if necessary, decision
II-A.3 (AG)
II-A.3
Receipt of documentation of the project specifications, if necessary.
Decision
II-A.7 II-A.7 (AG)

II-B.1
Analyzing and evaluating the coordination performance of the object planner If necessary, decisions on property planning services
II-B.1 (AG) Analyzing, evaluating and controlling the services of the
II-B.1 II-B.1 (AG)
Receipt of the agreed documents and, if necessary, decision those involved in planning, especially the coordination and
Ongoing analysis and evaluation of the performance of the Decision on further action in the event of poor performance Integration services from the property planner
those involved in planning project participants
II-B.2 (AG)
II-B.2 Receipt of the sampling planning, announcement or II-B.2 (AG) II-B.2
Controlling the planning of sampling Specification of your own ideas, meeting of Receipt of the agreed documents and decision Controlling sampling planning
Sampling decisions
II-B.3 (AG)
II-B.3 II-B.3 (AG) II-B.3
Receiving the documentation of the previous ones
Reviewing the results documentation of those involved in the planning for Receipt of results report and, if necessary, decision on the individual Checking the results documentation of those involved in the planning
Performance phases, review and decision on what to do next
the individual planning phases service phases Completion of the respective performance phases of the planning
Proceed

Legend
C Costs and financing C Costs and financing
II-C.1 (AG)
II-C.1 II-C.1 (AG) II-C.1
Receipt of the results of the currently available
Checking the cost estimate and calculation of the object and Receipt of results report and, if necessary, decision on cost Checking the cost estimate and calculation of the object and
Cost determination, clarification and coordination as well as decision on
Specialist planner and initiating necessary adaptation measures determination Specialist planner and initiating necessary adaptation measures
further action
II-C.2 (AG) II-C.2 (AG)
II-C.2 II-C.2
Receipt of decision templates and, if necessary, Receipt of processing report and, if necessary, decision on cost targets
Decision
II-C.3 II-C.3
Planning cash requirements and cash outflows

Clarification with the PS about fund requirements and outflows and If necessary, specification of time-limited budget resources, receipt of the agreed Planning cash requirements and cash outflows
Coordination with lenders documents and decision
II-C.4 II-C.4
Receipt of the verified invoices from those involved in the project and Instruct/carry out receipt of documents, decision and timely payment
instruct them to make payment
II-C.5 II-C.5
Acknowledge current project-specific cost tracking Receipt of the agreed updated documents and, if necessary,
Updating project-specific cost tracking (continuously) Updating cost tracking
and intervene if necessary Decision
II-D.1 (AG)
II-D.1 II-D.1 (AG) II-D.1
Updating the deadline

Receipt of processing report and updated documents, if necessary decision on Updating the deadline
Acknowledgment and release
the deadline
II-D.2 II-D.2 (AG) II-D.2
II-D.2 (AG)
Checking the schedule of those involved in the planning and construction Receipt of processing report and, if necessary, decision on scheduling Checking the scheduling of those involved in the planning and construction process
Receiving the results and making decisions if necessary
process, in particular ensuring that the deadlines are adhered to
II-D.3 II-D.3 (AG)
II-D.3 (AG)
II-D.3
Receipt of processing report and updated documents,
Updating the control schedule taking into account the Receipt of updated schedules and discussion of differing ideas Updating the control schedules
if necessary decision
Schedule of those involved in the planning for the planning and construction process
II-D.4 II-D.4 (AG)
II-D.4 (AG) II-D.4
Scheduling planning including analysis and evaluation Receipt of processing report and, if necessary, decision on deadlines
Acknowledge the analysis and evaluation and make a decision if necessary Deadline control to ensure deadlines are met
Date updates from those involved in the planning
II-D.5 (AG) II-D.5 (AG) II-D.5
II-D.5
Announcement of the areas on the building site to be kept free for your Receipt of processing report, coordinated and updated documents Participate in updating the logistically relevant location and
Participate in updating the logistical influencing factors
own needs and, if necessary, decision Framework conditions
II-D.6 II-D.6 (AG)
Setting up and coordinating the schedule for integrating strategic facility Formulation of specifications for the operator strategy; Decisions regarding
management the involvement of facility management
II-E.1 (AG)
II-E.1 II-E.1 (AG) II-E.1
Participation or conducting negotiations, conducting contractual correspondence,
Participate in the enforcement of contractual obligations towards the Decide which procedures should be initiated in the event of breaches Participate in the enforcement of contractual obligations towards the
receiving processing reports, and, if necessary, making decisions
those involved of contract those involved
and enforcement
II-E.2 II-E.2 (AG) II-E.2 (AG) II-E.2
Participate in the implementation of the insurance concept for everyone Acceptance of the insurance concept and critical Receipt of the agreed documents and, if necessary, decision on the insurance Participate in the implementation of the insurance concept for everyone
project participants Appreciation concept project participants

Legend
II-E.3 (AG) II-E.3
Receipt of the agreed documents, decision and Review and release proposals for compensation supplements from
commissioning those involved in planning
II-E.4 (AG) II-E.4
Receipt of the agreed documents and, if necessary, decision Participate in the structuring of the procurement process

Legend
III Execution preparation III Execution preparation
III-A.1 (AG)
III-A.1
Receipt of agreed and updated documents and, if necessary, decision on
project goals
III-A.4 (AG)
III-A.4
Receiving reports and coordinating with the PS on costs, deadlines,
Review and implement the communication structure – regularly
quality and quantities; if necessary, making decisions III-A.2 (AG) III-A.2
Informing and coordinating with the client (reporting)
Receipt of the agreed documents and, if necessary, decision on reporting and Implementing the communication structure (information, reporting and
communication structure Protocol system) including project communication system
III-A.9 III-A.9 (AG)
Analyze and evaluate the proper use of the Report any irregularities to PS
Project communication system by the project participants Project communication system
III-A.3 (AG)
Implementing decision management Receive and decide on PS decision submissions III-A.3
III-A.6 III-A.6 (AG) Implementing decision and change management
Implementing change management Receive and decide on amendments from the PS
III-A.4 (AG)
III-A.8 III-A.8 (AG) III-A.4
Participate in risk management Making risk management decisions Participate in risk management
management
III-A.5 (AG) III-A.5
Receipt of the agreed documents and, if necessary, decision Participate in obtaining official approvals
III-A.1 (AG)
Updating the project-specific organizational specifications Receipt of agreed and updated documents and Updating the project-specific organizational specifications
Take note and make decisions if necessary
Project structure planning Decision on ORGA specifications and project structure planning (Project manual) and project structure planning
III-A.7 (AG)
Analyzing and evaluating the planning processes for conformity with the Clarification and coordination in the event of deviations from specified requirements Regular monitoring of compliance with project goals
Receipt of the agreed documents and, if necessary, decision
specified project goals Project objectives Organizational specifications and planning of planning
Updating the documentation of the project specifications Acknowledgment and, if necessary, confirmation

III-B.1
Analyzing and evaluating the coordination performance of the object planner Receipt and review of changes/if necessary. decide III-B.1 (AG)
III-B.1 III-B.1 (AG) Receipt of the agreed documents and, if necessary, decision on adaptation
those involved in planning, especially the coordination and
Ongoing analysis and evaluation of the planning results Decision and announcement of any modifications to the project goals measures
Integration services from the property planner
Conformity with the specified project objectives
III-B.2 (AG)
III-B.4 III-B.4 (AG) III-B.2
Receipt of the agreed documents and, if necessary, decision on sampling
Participate in the necessary sampling Make decisions during sampling Controlling sampling planning
planning
III-B.3 (AG)
III-B.3
Receipt of results report and, if necessary, decision on
Checking the results documentation of the implementation planning
implementation planning
III-B.2 III-B.2 (AG) III-B.4 (AG) III-B.4
Checking those created by those involved in the planning Checking the proposals, if necessary specifications for tender Receipt of results report and, if necessary, decision on the tender Checking those created by those involved in the planning
Tender evaluations and award proposals evaluations and award proposals documents Service lists, tender evaluations and award proposals
III-B.3 III-B.3 (AG)
Review the direct and indirect effects of Discussion and decision about additional offers
Additional offers for conformity with the specified project objectives Relation to project goals

Legend
III-C.1 III-C.1 (AG)
Checking the target values determined by the planners for the awards based Discussion and decision in the event of deviations
on the current cost calculation Cost actual values from the target values III-C.1
III-C.1 (AG)
III-C.2 Receipt of results report and, if necessary, decision Reviewing planners' cost controls
III-C.2 (AG)
Checking the cost calculations prepared by those involved in the
Take note and decide if necessary
planning on the basis of priced service specifications
III-C.5
III-C.5 (AG) III-C.2 (AG) III-C.2
Cost control taking into account the offer reviews and
Take note and decide if necessary Receipt of the agreed documents and, if necessary, decision Cost control to maintain cost targets
Cost comparisons of those involved in the planning
III-C.6 III-C.3
III-C.6 (AG) III-C.3 (AG)
Checking and releasing proposals for invoices Checking and releasing proposals for the invoices of those involved in the
Receipt of verified invoices and instruct payment Instruct/carry out receipt of documents, decision and timely payment
Planning participants and other project participants (except planning and other project participants (except construction companies) for
construction companies) for payment payment
III-C.7 III-C.7 (AG) III-C.4 (AG) III-C.4
Planning cash requirements and cash outflows Comparison of cash requirements and cash outflows with the PS Receipt of the agreed documents and, if necessary, decision Planning cash requirements and cash outflows
III-C.8 (AG)
III-C.8 III-C.5 (AG) III-C.5
Take note of current reports from project-specific cost tracking
Updating project-specific cost tracking (continuously) Receipt of the agreed documents and, if necessary, decision Updating cost tracking
and initiate measures if necessary
III-C.3
III-C.3 (AG)
Checking the offer evaluations with regard to the
Reasonableness of prices
III-C.4 III-C.4 (AG)
Specifying coverage confirmations for orders Issuance of coverage confirmations for orders
III-D.1 (AG)
III-D.1 III-D.1
Updating the deadline
Receipt of the agreed and updated documents and, if necessary, decision Updating the deadline
on the deadline
III-D.2 (AG) III-D.2
III-D.2 III-D.2 (AG)
Receipt of the agreed documents and, if necessary, decision on scheduling Checking the scheduling of those involved in the planning for the planning
Checking the award scheduling of those involved in the planning Comparison of the award dates with those of the PS
and construction process (particularly award scheduling)
Updating the control schedule taking into account the Receipt of agreed and updated documents and, if necessary, decision on
Take note and decide if necessary Updating the control schedules
Schedule of those involved in the planning for the planning and construction process scheduling
III-D.4
III-D.4 (AG)
Setting up a control schedule for preparation and
Carrying out acceptance and commissioning
Scheduling with target/actual comparisons regarding implementation planning Receipt of the agreed documents and, if necessary, decision on the deadlines
Coordinate on award processes and make decisions if necessary Deadline control to ensure deadlines are met
as well as preparation and implementation of the award
III-D.6 III-D.6 (AG) III-D.6
III-D.6 (AG)
Participate in updating and checking the development of logistical Receipt of agreed and updated documents and, if necessary, decision Participate in updating the logistically relevant location and
influencing factors Framework conditions
III-D.4
III-D.4 (AG)
Checking the existing offers with regard to specified ones
Deadline goals

Legend
III-E.1 (AG)
III-E.1 III-E.1 (AG) III-E.1
Participation or conducting negotiations, conducting contractual correspondence,
Participate in the enforcement of contractual obligations towards those Decide which procedures should be initiated in the event of breaches of Participate in the enforcement of contractual obligations towards the
receiving the agreed documents, if necessary.
involved contract those involved
Decision and execution
III-E.2 (AG) III-E.2 (AG)
III-E.2 III-E.2
Decision and announcement of the bodies to be involved in the Receipt of the agreed documents and, if necessary, decision on the award
procurement process procedure
III-E.3
III-E.3 (AG) III-E.3
Checking the contract documents for the awarding units for III-E.3 (AG)
Sending the tender/contract documents; Submission, if so provided for Checking the contract documents for the award units
completeness and plausibility and confirming them Receipt of results report and, if necessary, decision
in the procedure Completeness and plausibility as well as confirmation of readiness for dispatch
Shipping skill
III-E.4 (AG) III-E.4 (AG)
III-E.4 III-E.4
Conducting award negotiations and clarifying Participation or conducting negotiations , receipt of the agreed documents,
Participate in the award negotiations until the signature is ready Participate in the award negotiations until the signature is ready
discussions decision and commissioning
III-E.5 (AG) III-E.5
III-E.5
III-E.5 (AG)
Participate in specifying the contract dates and deadlines for the
If necessary, decide on contract proposals
Special contractual conditions for execution and delivery services

Legend
IV execution IV execution
IV-A.1 (AG)
IV-A.1
Receipt of the agreed documents and, if necessary, decision on project
goals
IV-A.4
IV-A.4 (AG)
Review and implement the communication structure – regularly
Informing and coordinating with the client (reporting) IV-A.2 (AG) IV-A.2
IV-A.9 (AG) Receipt of the agreed documents and, if necessary, decision on reporting and Implementing the communication structure (information, reporting and
IV-A.9
communication structure Protocol system) including project communication system
Report to PS any irregularities in the project
communication system, if necessary with suggestions as to how
they should be remedied
IV-A.5 IV-A.5 (AG)
IV-A.3 (AG)
Implementing decision management Receive and decide on PS decision submissions IV-A.3
IV-A.6 IV-A.6 (AG) Implementing decision and change management
Implementing change management Receive and decide on change proposals from the PS
IV-A.4 (AG)
IV-A.8 IV-A.8 (AG) IV-A.4
Participate in risk management Risk management decisions Participate in risk management
management
IV-A.5 (AG)
IV-A.5
Conducting negotiations in the approval process, receiving processing
reports and, if necessary, making decisions
IV-A.1 IV-A.6 (AG) IV-A.6
IV-A.1 (AG)
Updating the project-specific organizational specifications with Receipt of the agreed documents and decision on Updating the project-specific organizational specifications
Take note, vote and, if necessary, decide
project structure planning ORGA specifications (Project manual) and project structure planning
IV-A.2 IV-A.2 (AG) IV-A.7 (AG) IV-A.7
Analyzing and evaluating the planning processes for conformity with the Discuss deviations from specified project goals and make Receipt of the agreed documents and, if necessary, decision on project Regular monitoring of compliance with project goals
specified project goals decisions if necessary goals Organizational specifications and planning of planning
IV-A.3 IV-A.3 (AG)
Updating the documentation of the project specifications Take note and decide if necessary
IV-A.7
IV-A.7 (AG)
Analyzing and evaluating the coordination performance of the
Take note and decide if necessary IV-B.1
Object monitoring IV-B.1 (AG)
IV-B.1 Receipt of the agreed documents and, if necessary, decision on
IV-B.1 (AG) Those involved in planning, in particular the coordination services of the
Analyzing and evaluating the performance of property monitoring as adaptation measures
Take note of reports and decide on adaptation measures Object planner
well as suggesting and coordinating adaptation measures
Endangering project goals
IV-B.2 IV-B.2 (AG) IV-B.2
IV-B.2 (AG)
Event-related local checking of property monitoring Receipt of the agreed documents and, if necessary, decision on Event-related local analysis and evaluation of the performance of the
services adaptation measures Object monitoring
IV-C.1 IV-C.1 (AG) IV-C.1 (AG) IV-C.1
Cost control to maintain cost targets Ongoing awareness Receipt of the agreed documents and, if necessary, decision Cost control to maintain cost targets

Legend
IV-C.2 IV-C.2
IV-C.2 (AG)
Checking and approving proposals regarding the invoices of IV-C.2 (AG) Checking and approving proposals regarding the invoices of
Instruct receipt of documents and timely payment/
those involved in the planning and other project participants Receiving invoices and instructing payment carry out those involved in the planning and other project participants
IV-C.3 IV-C.3 (AG) IV-C.3
IV-C.3 (AG)
Review and release proposals regarding the invoice verification of the Instruct receipt of documents and timely payment/ Review and release proposals regarding the invoice verification of the
Receiving invoices and instructing payment carry out
property monitoring for payment to executing companies property monitoring for payment to executing companies
Updating the planning for fund requirements and cash outflow Compare the need for funds and the outflow of funds and make a decision if necessary Receipt of the agreed documents and, if necessary, decision Updating the planning for fund requirements and cash outflows
Updating project-specific cost tracking (continuously) Take note and decide if necessary Receipt of the agreed documents and, if necessary, decision Updating cost tracking
IV-C.4 IV-C.4 (AG)
Providing coverage confirmations for addendums Check cost coverage for supplements and decide if necessary
IV-D.1 (AG)
IV-D.1 IV-D.1
Receipt of the agreed documents and, if necessary, decision on the deadline
IV-D.2 IV-D.2 (AG) IV-D.2

IV-D.2 (AG)
Checking the schedule of those involved in the planning, in particular Receipt of the agreed documents and, if necessary, decision on scheduling Checking the scheduling of those involved in the planning for the planning and
Adherence to the deadline construction process (especially execution scheduling)
IV-D.3 IV-D.3 (AG)
IV-D.3 (AG) IV-D.3
Updating the control schedules taking into account the Receipt of the agreed documents and, if necessary, decision on scheduling
Take note and decide if necessary Updating the control schedules
Schedule of those involved in the planning
IV-D.4
IV-D.4 (AG) IV-D.4 (AG)
IV-D.4
Receipt of the agreed documents and, if necessary, decision on measures
Scheduling of execution taking into account the Deadline control to ensure deadlines are met
Property monitoring services
IV-D.5 (AG)
IV-D.5
Receipt of the agreed documents and, if necessary, decision on the Controlling the take-off
organization of acceptance
IV-D.6
IV-D.6 (AG)
Participate in updating the logistically relevant location and
IV-E.1 IV-E.1 (AG) IV-E.1 (AG) IV-E.1
Participate in the enforcement of contractual obligations towards those Decide which procedures should be initiated in the event of breaches Participation or conducting negotiations, receiving the agreed documents Participate in the enforcement of contractual obligations towards the
involved of contract and, if necessary, making a decision those involved
IV-E.3 IV-E.2 (AG) IV-E.2

IV-E.3 (AG)
Reviewing the supplementary inspections by property monitoring and Participation or conducting negotiations, receiving agreed Checking the supplementary inspections by property monitoring and
Receive and decide on verified supplements
assisting in the commissioning documents, if necessary making decisions and commissioning Participate in the commissioning
IV-E.4 IV-E.3 (AG) IV-E.3
IV-E.4 (AG)
Participate in acceptance preparation and implementation Receipt of the agreed documents, decision and Participate in the planning, preparation and implementation of
Acceptance and commissioning
Legally binding acceptance of services and deliveries
Completion of acceptance legal transactions
IV-A.10 IV-A.10 (AG) IV-E.4 (AG) IV-E.4
Supporting the client in initiating independent evidentiary Set up independent evidentiary procedures with the support of the PS Receipt of the agreed documents, decision if necessary. Supporting the client in starting self-employment
proceedings if necessary Involvement of legal advice Evidence procedure

Legend
IV-E.5 (AG) IV-E.5
IV-E.2 IV-E.2 (AG)
Supporting the client in averting claims from third parties (neighbors, citizens' Stakeholder management, if necessary with external support
initiatives, etc.) (through PS, moderator, mediator)

Legend
V Project completion V Project completion
VA.2 VA.2 (AG)

Arranging the systematic compilation and archiving of the Systematics of the file system for project documentation
VA.1
Project documentation PS and other parties involved VA.1 (AG)
VA.3 Receipt of the agreed documents and, if necessary, decision
VA.3 (AG) Project documentation
Checking the compilation of documentation by those involved in the planning
VA.4 VA.2 (AG) VA.2

VA.4 (AG)
Review and implement the communication structure – regularly Receipt of the agreed documents and, if necessary, decision on reporting and Completion of the communication structure (information, reporting and
Take note and decide if necessary communication structure
Informing and coordinating with the client (reporting) protocol)
VA.6 (AG)
VA.6 VA.3 (AG) VA.3
Completion of the project communication system, if necessary
Organizing the completion of the project communication system Receipt of final report and, if necessary, final decision Organizing the completion of the project communication system
data backup
VA.5
VA.5 (AG) VA.4 (AG) VA.4
Completing the decision/change process and
Take note and decide if necessary Receipt of final report and, if necessary, decision Complete decision/change and risk management
risk management
VA.1
Participation in the organizational and administrative conception and in the VA.1 (AG)
implementation of the handover/takeover or commissioning/ Decide on final commissioning
use
VB.1 (AG)
VB.1 Receive lists of liability for defects and coordinate them with VB.1
VB.1 (AG)
Analyze and evaluate the list of statutes of limitations for your own company organization; Receive Analyze and evaluate the list of statutes of limitations for
Receipt of processing report and, if necessary, decision
Claims for defects and check documentation and report any need for additional Claims for defects
information
VC.1 (AG) VC.1 (AG)

VC.1 VC.1
Receive a cost estimate, check it and, if necessary, forward it Receipt of results report and, if necessary, decision on cost
Checking the cost determination of the property and specialist planners Checking the cost determination of the property and specialist planners
to the financing institution determination
VC.2 VC.2 (AG) VC.2
VC.2 (AG)
Checking and releasing proposals regarding the invoices of Instruct/carry out receipt of agreed documents and timely payment Checking and releasing proposals regarding the (final) invoices from
Instruct checked and approved invoices for payment
those involved in the planning and other project participants for payment those involved in the planning and other project participants for payment
VC.3 VC.3 (AG) VC.3
VC.3 (AG)
Review and release proposals regarding the invoice verification of Instruct/carry out receipt of agreed documents and timely payment Review and release proposals regarding the invoice verification of the
Instruct checked and approved invoices for payment
the property monitoring for payment to executing companies property monitoring for payment to the executing companies
VC.4 (AG) VC.4
VC.4
VC.4 (AG)
Checking the performance of those involved in the planning when
Instruct released security deposits for payment Receipt of the agreed (here must be: documents) and, if necessary, Checking the performance of those involved in the planning when releasing
releasing security deposits
decision Security deposits
VC.5 VC.5 (AG) VC.5 (AG) VC.5
Complete project-specific cost tracking Receive final cost report Receipt of the agreed documents including report Complete project-specific cost tracking
VD.1 (AG)
VD.1 VD.1 (AG) VD.1
Put systems into operation after acceptance and handover; If Controlling commissioning
Controlling commissioning, acceptance and handover Receipt of the agreed documents and, if necessary, decision
necessary, with the support of a commissioned facility management team

Legend
V Project completion V Project completion
VE.1 (AG)
VE.1 (AG)
VE.1 Planning and project management services can be accepted in a VE.1
Receipt of the agreed documents, decision and
Participate in the legal acceptance of the planning services legally binding manner if they are error-free and the audit documents Participate in the legal acceptance of the planning services
Acceptance declaration
are available
VE.2 (AG) VE.2
Acceptance declaration those involved in planning
VE.3 (AG) VE.3
Receipt of the agreed documents, decision and Checking the supplementary inspections by property monitoring and
commissioning Participate in the commissioning
VE.4 (AG) VE.4
Receipt of agreed documents, decision and execution if necessary Participate in the enforcement of contractual obligations towards the
those involved
VE.5 (AG) VE.5
Receipt of the agreed documents, decision if necessary, involvement of Supporting the client in starting self-employment
legal advice Evidence procedure
Receipt of the agreed documents and, if necessary, a decision means that the
PS informs the client about possible alternatives with a processing report or a
decision template outlining the advantages and disadvantages or the
consequences and suggests a decision in this regard.

DVP German Association for Project Management in

the Construction and Real Estate Industry e. v.
Uhlandstrasse 20-25
D-10623 Berlin
T +49 30 364 2800 - 50
E info@dvpev.de I
www.dvpev.de I
tagungen.dvpev.de I
bim.dvpev.de I
shop.dvpev.de

Kappes Und John 2020 - AHO-Heft 9. Eine Synopse Der 4. Und 5. Auflage

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Kappes Und John 2020 - AHO-Heft 9. Eine Synopse Der 4. Und 5. Auflage

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AHO issue No. 9

German Association for Project Management

1 PROJECT MANAGEMENT PERFORMANCE PICTURE – SYNOPSIS P. 5

2 PROJECT MANAGEMENT PERFORMANCE PICTURE (BY AREAS OF ACTION – 5TH EDITION) p. 16

3 PROJECT MANAGEMENT PERFORMANCE PICTURE – SYNOPSIS P. 21

4 AG COOPERATIVE ACTIONS – SYNOPSIS P. 23

German Association for Project Management

German Association for Project Management

1 Project management performance profile – synopsis

4th edition 5th edition

A Organization, information, coordination and documentation (across areas of activity)

Contribute to the clarification of project-specific issues

Suggest and coordinate change management

Participate in risk management Participate in risk management

B qualities and quantities

Participate in the clarification of location issues, in the procurement of IB.2

German Association for Project Management

4th edition 5th edition

C Costs and financing

D Dates, capacities and logistics

E contracts and insurance

Review and release proposals for compensation supplements from

German Association for Project Management

4th edition 5th edition

A Organization, information, coordination and documentation (across areas of activity)

Participate in updating the project goals

Checking and implementing the communication structure –

Implementing decision management II-A.3

II-A.6 Implementing decision and change management

Participate in risk management Participate in risk management

Participate in obtaining official approval Participate in obtaining official approvals

Updating the documentation of the project specifications

B qualities and quantities

Analyzing and evaluating the coordination performance of the II-B.1

Controlling the planning of sampling Controlling sampling planning

C Costs and financing

German Association for Project Management

4th edition 5th edition

C Costs and financing

D Dates, capacities and logistics

involved in the planning and Updating the control schedules

Setting up and coordinating the schedule for integrating strategic facility

E contracts and insurance

Review and release proposals for compensation supplements from

Participate in the structuring of the procurement process

German Association for Project Management

4th edition 5th edition

III Execution preparation

A Organization, information, coordination and documentation (across areas of activity)

Participate in updating the project goals

Checking and implementing the communication structure -

Implementing decision management III-A.3

III-A.6 Implementing decision and change management

Participate in risk management Participate in risk management

Participate in obtaining official approvals

Updating the documentation of the project specifications

B qualities and quantities

Analyzing and evaluating the coordination performance of the III-B.1

Participate in the necessary sampling Controlling sampling planning

Checking the results documentation of the implementation planning

Checking the direct and indirect effects of additional offers on

German Association for Project Management