Page 1 of 10. Planning Design & Construction PROJECT: P A P A A P P. Capital Project Management Roles & Responsibilities Checklist

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Bethanie Taylor
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lnning Dsign & Constrution Cpitl rojt Mngmnt Rols & Rsponsiilitis Chklist ROJECT: Inits LED rty; "" inits n/or SSIST rol M = rojt Mngr; CM = Constrution Mngr; RCH = rhitt; DIR = Dirtor of DC; V =

1 lnning Dsign & Constrution Cpitl rojt Mngmnt Rols & Rsponsiilitis Chklist ROJECT: Inits LED rty; "" inits n/or SSIST rol M = rojt Mngr; CM = Constrution Mngr; RCH = rhitt; DIR = Dirtor of DC; V = ssoit V, FD&O. ROJECT INITITION M CM RCH DIR V 1 Clrify gols n ojtivs of projt 2 Confirm if projt is minor p or mjor pitl 3 Evlut projt sop n intnt with n-usrs 4 Confirm & vrify funing sour for th projt 5 Slt projt livry mtho 6 Dvlop projt irtory / projt lins of ommunition 7 Dvlop prliminry projt shul 8 Rviw projt lotion for vrifition of xisting onitions Dt Initil of rson who Tsk B. BUDGET 1 Dvlop prliminry projt ugt 2 rpr ugt summry rpr rojt Estimtion & Cost pprovl Rqust C. DESIGN 1 Estlish Dsign Tm Initit sltion pross for projt rhitt Issu RFQ for rhitturl Srvis Conut intrviws for rhitturl tms 2 f Mk finl sltion n xut profssionl srvis ontrt to nsur omplin with SJSU prourmnt prours Rviw rquirmnts for Spil Consultnts Initit sltion pross s rquir Issu RFQ Spil Consultnts s rquir g Conut intrviws for Spil Consultnts h Mk finl sltion(s) n xut profssionl srvis ontrt(s) to nsur omplin with SJSU prourmnt prours g 1 of 10

2 3 M CM RCH DIR V Rviw n pprov sp shmti/flow igrms Rviw n pprov xisting fility survy informtion Rviw n pprov stimt of projt ost f g h i rogrmming hs Coorint rogrming hs projt mtings Upt projt mstr shul Otin Dprtmnt pprovl of progrm sop w/ uthoriz signturs Issu rogrm hs pprovl with NT to SD hs Mintin projt n sign oumnttion k up in ltroni formt Vrify n oorint CEQ rquirmnts Dt Initil of rson who Tsk 3 Coorint Shmti Dsign hs projt mtings Upt projt mstr shul in orn with CDC rquirmnts f Rviw n pprov prliminry stimts of onstrution osts, tims g of ompltion n ltrntivs Rviw n pprov shmti lyouts, skths n onptul h sign ritri with supporting rports n xhiits i j k l m n Coorint prsnttion to CDC t 75% SD Coorint n nsur CDC omplin for rhitturl / Struturl / luming / HVC / Eltril & Tlom / Outlin Sps / Estimt Constrution Cost CDC 2-7 / r Tultion CDC 3-1 / Bsis of o Dsign Rports p Coorint 100% SD prsnttion to CSU Bor of Trusts Issu SD phs pprovl n NT for signr to pro with th q Dsign Dvlopmnt hs Mintin projt n sign oumnttion k up in ltroni r formt s Shmti Dsign hs Rviw Dsignr's monthly progrss rport(s) Coorint sit visits n invstigtions Conut prliminry rviw for rquir o omplin - SFM n Sismi Rviw Bor Rviw n pprov writtn rommntions on rquir itionl informtion n t Evlut rquirmnts for FF & E Crt shmti FF & E lyouts & ugts with supporting rports n xhiits Evlut rquirmnts for phsing of projt Rviw n pprov Dsign Shul Rport Doumnt prtmnt pprovl of Shmti Dsign w/ uthoriz signturs Upt CEQ oumnttion M CM RCH DIR V Dt Initil of rson who Tsk g 2 of 10

3 4 f Vrify, rviw n pprov stlish sis of sign rports g Rviw & vrify rhitturl Rquirmnts h Rviw & vrify Struturl Rquirmnts i Rviw & vrify luming Rquirmnts j Rviw & vrify HVC Rquirmnts k Rviw & vrify Eltril & Tlom Rquirmnts l Rviw & vrify projt Outlin Spifitions m n o p q r s t Confirm IT n V sps, oorintion informtion Doumnt prtmnt pprovl of DD hs w/ hthoriz u signturs v w x Dsign Dvlopmnt hs Coorint Dsign Dvlopmnt phs projt mtings Upt projt mstr shul n trk ny vritions Rviw signr's monthly progrss rports Rviw n pprov progrss DD rwings Rviw n pprov outlin spifitions Dvlop upt stimt of onstrution ost in 2-7 formt Upt rtultion of Form 3-1 Conut intrisiplinry isiplinry oorintion (IDC) rviw Evlut rquirmnts for onstrution phs tsting n insption - soils, mtrils, wling n wtring Coorint 50% rliminry Dsign CDC Vrify & onfirm FF & E rquirmnts Rviw progrss signs to nsur lignmnt with n-usr progrmmimg ritri Coorint 100% rliminry Dsign to CDC rovi writtn rspons to CDC ommnts Issu DD hs pprovl n NT to th Constrution Doumnt hs 5 Constrution Doumnt hs f Dvlop upt ost stimt g Co nlysis Rport & lns h Intr-Disiplinry oorintion rviw i j Coorint CD hs mtings Upt projt mstr shul n trk vritions Rviw signrs monthly progrss rports Dvlop upt stimt of onstrution ost in 2-7 formt Coorint 50% CD rogrss sumittl rquirmnts: Civil / rhitturl / Struturl / luming / HVC / Eltril & Tlom / Lnsp / Spifitions rovi writtn rsponss to CDC Commnts Coorint n monitor progrss on CD pkg k Coorint 95% CD rogrss sumittl rquirmnts: Civil / rhitturl / Struturl / luming / HVC / Eltril & Tlom / M CM RCH DIR V Dt Initil of rson who Tsk g 3 of 10

4 l Coorint & prpr mtrils or m Coorint & prpr Bsis of Dsign Rports n Coorint & prpr Contrt Doumnts to inlu th projt "Front En" iing oumnts o p Corint n prpr projt spifitions: Gnrl Conitions / Supplmntry Gnrl Coniitons / Spil Conitions rpr upt stimt projt onstrution ost in CSI formt tl to Lvl 4. Summriz in 2-7 formt Coorint & prpr Clultion of rs to inlu totl ssignl, Gross r n Builing Effiiny q r Cooint rquirmnts for Soils & Mtrils tsting s Coorint Intrisiplinry ln Rviw of ontrt oumnts t gny Rviw of Constrution Doumnts Stt Fir Mrshll Sismi Rviw Builing Co Rviw ss Complin (DS) Lol Hlth Dprtmnt (if rquir) Non-Typil (s rquir) Vrify FF & E rquirrmnts & projt phsing if rquir n finliz FF & E ugt. u v Vrify Constrution Doumnts for ompltnss w Conut Construtility Rviw x pr & oorint 100% Constrution Doumnts Crtify with rquir rtifition omplin with Titl 24 Stmp ll rwings n spifitions s rquir y rgistr rhitts & nginrs Sumit 3 sts of omplt, stmp n sign onstrution oumnts to projt ministrtor rovi ltroni opis of Constrution Doumnts y rovi writtn rsponss to CDC Commnts z Coorint & prpr ontrt oumnts for iing D. BIDDING 1 Coorint & prpr Division 1 pkg 2 Lgl trms n onitions 3 Instrutions to Birs Vrify Contrtor r-qulifition rquirmnts for 4 mjor p projts. 5 Rviw Bi Form, ltrnts & llowns 6 Rviw Tl of Contnts, Drwing List 7 Commissioning rours 8 Spil rours 9 Summry of Work 10 grmnt M CM RCH DIR V Dt Initil of rson who Tsk g 4 of 10

5 11 Logistis & Shul 12 Supplmntry Conitions 13 Rport, Survys & Existing Conitions 14 Coorint Bi Form with Contrts Spilist vrtis rojt Lgl Noti 17 Tr ulitions 18 Bi nnounmnt to Q ontrtors & othrs 19 ssml Bi kg(s) 20 Vrify n Coorint OCI Rquirmnts 21 Conut r-bi Confrn & Jowlks 22 Doumnt & puliis jowlk ttns 23 Monitor iing, nswr RFIs & issu n 24 uliis n issu 25 Riv & Evlut Bis 26 Summriz & ost Bis riv 27 ri & Conformity with Bi oumnts 28 Virfy OCI Conformn 29 Vrify rquir Lins, Bons & Insurn 30 Rviw Contrtor Sfty lns 31 Issu noti of Intnt to wr E. CONTRCT EXECUTION 1 Constrution Contrt wr 2 Contrtor Contrt rviw prio 3 Contrt insurn rviw Sr. Contrts Spilist 4 rpr rquisition y rojt ount nlyst rojt ount nlyst sumits grmnt pkg to F D & O 5 mngrs for pprovl 6 Bugt Offir pprovs funing numr n signs grmnt 7 urhsing rviws, signs grmnt n issus O Mjor Cp projts >$610k rquirs grmnt rviw y CSU Gnrl 8 Counsl 9 Contrt istriution y Sr. Contrts Spilist 10 O.K. for Noti to ro * l rol y DC Sr. Contrts Spilist M CM RCH DIR V F. CONTRCTOR MOBILIZTION 1 Issu Noti to ro 2 Enfor Noti to ro (NT) Rquirmnts 3 pprov sit-spifi sfty progrm 4 Rquir prmits Dt Initil of rson who Tsk g 5 of 10

6 5 pprov fir prottion pln 6 Conut pr-onstrution onfrn 7 pprov shul of vlus 8 pprov onstrution slin shul 9 Sur prking prmits n sit ss 10 rpr n mintin projt irtory 11 Coorint & ppr onstrution impt notis 12 Coorint ommunition to mpus ommunity If rquir, oorit notis to lol nformnt 13 gnis G. SUBMITTL & SHO DRWING REVIEW 1 rpr n mintin sumittl & shop rwing log ssss ontrtor's sumittl/shop rwing shul on rgulr 2 sis 3 Riv ontrtor's sumittls n shop rwings. Rviw for onformity with ontrt rquirmnts 4 Rviw sumittls & shop rwings Monitor sttus of sumittl & shop rwings. Follow up on 5 outstning or lt oumnts Riv n ompil sumittl n shop rwing ommnts from ll sours. Upt log to init finl ispnstion of oumnt. 6 Distriut rturn sumittls n shop rwings to ontrtor(s) H. CONSTRUCTION 1 Constrution Contrt ministrtion ministr n nfor ll onstrution ontrts on hlf of th Univrsity Vrify sit onitions rltiv to FF & E to ssur oorintion 2 Coorintion Coorint ll prtis involv in th onstrution phs. This inlus ut not limit to: Contrtors, irt mtril or quipmnt supplirs, insption n tsting ompnis, Stt n lol uthoritis, projt rhitts, nginrs, onsultnts n univrsity prtmnt stff. 3 Ror Kping Mintin n ltroni n "hr opy" onstrution fils to proprly orgniz n kp ll th nssry oumnts following Univrsity-stnr filing protools. Fils shll up to t n ssil to Univrsity stff t ll tims. M CM RCH DIR V Dt Initil of rson who Tsk 4 Mtings g 6 of 10

7 Conut rgulr josit mtings with Contrtors, projt rhitts & nginrs, insptor n rprsnttivs of th Univrsity to rviw n isuss prours, progrss, prolms, shuling n othr pproprit mttrs, prpr gns for h mting, tk minuts of h mting, initing tion itms n rsponsil prtis, trnsri n istriuut opis to ll prtiipnts. 5 Doumnting Work / Sit onitions Using photogrphs, vios, goth rports, t., oumnt pronitions of th sit n jnt filitis. s n, mintin ily log of ll onstrution tivitis n ollt ily rports from th IOR n Contrtor. Ror onstrution progrss using igitl photogrphs. Upt photos to projt fils on wkly sis. If possil, st up w-m 6 Rqusts for Informtion (RFIs) Mintin n/or monitor sttus of ontrtor-gnrt RFI log Riv n rviw ll RFIs n hk for omplin with ontrt rquirmnts. Monitor sttus of RFIs n follow up with outstning n lt oumnts. Distriut, monitor n oorint rsolution of RFI rsponss from ll sours. Dvlop n monitor sttus of of upting log to init oumnt finl ispnstion of oumnt. Monitor rturn of RFIs to ontrtor(s). 7 f Rviw insption rports gnrt y th IOR g Tsting & Insptions Ensur soliittion n sltion prours hv n in orn with Univristy prourmnt prours for Tsting ompny n n Insptor of Ror. Follow up with th xution of rquir ontrts Monitor tsting s rquir y th spifitions n spil rquirmnts to onut y soils n mtrils tsting lortoris. Dvlop summry list in th spifitions of tsts rquir for th ontrtor to omplt. rovi sign-rlt thnil irtion in th intrprttion of ontrt oumnts to th IOR. Rviw irtivs issu y th IOR, vrifi y th rhitt n nssry to otin omplin with th rquirmnts of th ontrt oumnts. M CM RCH DIR V Dt Initil of rson who Tsk 8 Shul Upts Riv, rviw n pprov upt ontrtor progrss shuls. Mintin mstr projt shul Mintin mstr progrm shul g 7 of 10

8 9 Contrtor Invois/prwork/rogrss ymnts Riv n rviw ontrtor invois. Chk for omplt omplin with ontrt rquirmnts. Compr ginst shul of vlus n progrss shul. Vrify & hk rquir k up n uthoriz signturs Riv, ollt, uit n mk vill s rqust rtifi pyroll rports. Riv, log n mintin urrnt sttus rports of ll onitionl n unonitionl rlss. Riv n log ll pr-lin n stop notis f ross stop-pymnt or lin filings/notis 10 Chng Orrs Rqust first 2 wks of rtifi pyroll n hourly lor rt workshts for ontrtors n suontrtors workrs on th projt. Rqust Suontrtor Sttus Rport intifying whthr list suontrtor is susiiry of th GC or whthr th suontrtor is own or prtilly own y th GC. rpr initil Chng roposl Form for rviw y DC. rpr Cost Rqust Bulltin (CRB) Contrtor to sumit omplt CRB with k up mtril for rviw & pprovl Vrify if tim xtnsion is wrrnt Rviw ost sumitt for finl CO xution f rpr 5 opis of finl CO for signturs / finl pprovl I. Contrt Compltion hs Dsription of ropos Chng Nssity of ropos Chng Origin & Origintor of ropos Chng Clssifition of ropso Chng Estimt Cost of ropos Chng rprtion & Rommntion Funing Finl Rommntion Finl pprovl Rqust to prpr CRB / CO 1 Initit Chk Insption with projt tm. 2 Initit rojt unh List rviw 3 Initit rojt Finl Insption 4 Coorint FF & E livry & plmnt 5 Coorint projt ommissioning rquirmnts 6 M & O rviw of projt M CM RCH DIR V Dt Initil of rson who Tsk 7 Filitt stff trining in orn with ontrt rquirmnts. g 8 of 10

9 8 9 rpr Crtifit of Sustntil Compltion 10 Exut Crtifit of Sustntil Compltion 11 Coorint finl gny pprovls for oupny 12 Coorint ontrtor moiliztion Coorint ript of "s-uilt" rwings, O & M mnuls wrrntis n othr oumnts rquir y th ontrt. Rmovl of tmporry onstrution filitis Rturn of ll istrit proprty: Kys, prmits, t. Finl lring of projt sit Coorint & omplt ontrt losout n Rtntion Rls 13 hklist. 14 Coorint prours to fil projt Noti of Compltion 15 Initit rojt rformn Rport J. Group 2 FF & E Coorintion 1 Non-IT FF & E ssist in th shuling of orrs for nw Non-IT FF & E itms pr FF & E shul. Coorint & ovrs rmovl of surplus furnitur from sit. Coorint & ovrs ript n instlltion of nw furnitur. Coorint & filitt Furnitur unhlist, ompltion. ssist in rviw n pprovl of FF& E vnor pymnts. 2 IT n V Equipmnt ssist in th shuling of orrs for IT n V nw quipmnt pr FF & E shul. Coorint with ITS & ovrs ript of nw IT n V quipmnt. Coorint with ITS instlltion of nw IT n V quipmnt. ssist ITS with IT n V quipmnt punhlist ssist in rviw & pprovl of IT n V quipmnt vnor pymnts. K. Mov Mngmnt (if rquir) 1 Coorint & mng mov logistis Initit xuiv mting with impt prtmnt rprsnttivs to onfirm pross fnition, ft gthring, oumnt trnsfr, n 2 vist xisitng n nw sits. M CM RCH DIR V Dt Initil of rson who Tsk Dvlop omprhnsiv mov mngmnt pln in onsulttion with n-usr in "From" - "To" formt with mov hklist. Coorit ns to implmnt mov inluing oxs, lls n spil moving instrutions. Dvlop mov ugt pln to inlu mov osts, storg osts if rquir, intrim swing sp osts, rntls if rquir. g 9 of 10

10 6 7 8 Dvlop til mov shul with milstons n u ts. ssss n vrify if ny furnitur & quipmnt will rquir to surplus. Work with mpus mov mngr to ssss n for ontrt moving srvis. 9 Crt mps n signg s rquir. 10 Coorint & mng nw furnitur & quipmmnt to furnish. g 10 of 10

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