Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Programming
1 PM obtains account number/funding source from client by e-mail or hard copy Project Funding PM D. Financial
2 PS creates initial funding request, attaches authorization, obtains required signatures, scans all Funding Request (Misc) Project Funding PS D. Financial
documents, and submits to Business Services
3 AT creates project account and transfers funding ACCOUNTS PA
4 PM obtains RFP form from Contracting; sends via e-mail to proposed PSP for completion RFP Form (Contracts) PSP Engagement PM
5 PM reviews and approves PSP proposal RFQ/RFP Evaluation PM
6 PM sends PSP proposal to Contracts, if applicable PSP Engagement PM B. Contracts
7 PM confirms contract signed by PSP and PMCS Contract Manager Contract (Contracts) PSP Engagement PM
8 PM hands off all previously obtained regulatory information, surveys, and other Owner provided PM F. Regulatory
information to PSP after scanned to electronic files
9 PM provides UT Design and CADD Standards to PSP if needed PM
10 PM requests record drawings for PSP from CADD Supervisor via e-mail PM
11 PM contacts Utilities for record drawings via e-mail, if applicable PM
12 PM reviews electronic drawing data base for any previous changes to project area Drawing Database PM
13 PM arranges kick-off meeting with PSP, client, and in-house team members Conference Minutes PM H. Communication: Meetings
Conference Sign-In Sheet H. Communication: Meetings
14 PM arranges programming meeting with client and PSP Conference Minutes H. Communication: Meetings
15 PSP prepares preliminary program including budget and schedule, coordinates content with PM PSP
and submits to PM in person or via e-mail
16 PM scans materials and files in electronic folder; makes changes to FAMIS BUDGET SCHEDULE: PM I. Design and CDs:Project
Actual Documents: Prelim Design
17 PM presents preliminary program to client, obtains feedback and submits feedback to PSP PM
18 PSP incorporates client feedback into preliminary program, submits new program to PM Interim Review PSP
[Repeat previous two steps as necessary.]
19 PM obtains project final written approval, including budget and schedule, from client Sign-off: Client & User BUDGET PM G. Approvals
Approval
20 PM requests balance of project funding from client via e-mail or hard copy Project Funding PM D. Financial
21 PS submits supplemental funding request Funding Request (Misc) Project Funding PS D. Financial
22 PM requests another PSP proposal for full services, if applicable PM
23 PM routes program to stakeholders in person via a meeting or by e-mail PM
24 PM changes project status in FAMIS to "SCHEM_DES." SCHEM_DES PM
25 PM updates schedule SCHEDULE: Actual
26 PM reviews PSP invoices and manages PSP contracts PSP Engagement B. Contracts
27 PM files and updates project information in FAMIS, then freezes the version VERSIONS: Authorize: PM
Freeze
23 PM reviews PSP invoices and manages PSP contracts PSP Engagement PM B. Contracts
24 PM files and updates project information in FAMIS and freezes the version VERSIONS: Authorize: PM
Freeze
25 PM changes project status in FAMIS to "BID." BID PM
CONSTRUCTION
APPLICABLE FAMIS STATUSES: BID, MSTR_SCHD; INACTIVE; OPEN
Bidding
1 PM creates new Version in FAMIS VERSIONS
2 PM establishes Committee to Review Proposals (if method is CSP or CMR) Members: PM, RFQ/RFP Evaluation PM B. Contracts
Client (1), Team Members (2), Member of Another Team (1), PSP (1) (non-voting).
3 PM/PSP/CC attend Pre-Proposal Conference held by Contract Manager Pre-Proposal Conference Sign-In Pre-Proposal Conference PM/PSP/CC H. Communications
Sheet (Contracts) (Contracts)
4 PM and PSP prepare addendum items for Contract Specialist to issue relevant addenda [Repeat as Addenda Documents (Contracts) Addenda (Contracts) PM/PSP/CC I. Design and CDs:Project
necessary.] Documents: Specifications
5 PM attends meeting held by Contract Manager to review proposals received and opened (for both RFQ/RFP Evaluation CM/PM B. Contracts
CSP and CON)
6 Committee evaluates proposals and selects Contractor (if CSP or CMR) RFQ/RFP Evaluation B. Contracts
7 PM requests additional funding, if necessary Funding Request (Misc) Project Funding PM D. Financial
8 PS creates and submits initial funding request; scans for file, if applicable Funding Request (Misc) Project Funding PS D. Financial
9 AT transfers funding, if applicable ACCOUNTS AT
10 Contractor signs contract; Contract Manager issues Notification to Proceed Contract Documents (Contracts) Construction Contract CM B. Contracts
Creation
11 PM acquires all CADD files and forwards to CADD Supervisor PM
12 PM updates schedule SCHEDULE: Actual
13 PM reviews PSP invoices and manages PSP contracts PSP Engagement PM
14 PM files and updates project information in FAMIS, and freezes this version VERSIONS: Authorize: PM
Freeze
15 PM changes project status in FAMIS to "CONST." CONST PM B. Contracts
3 PM/CC coordinate :
Utility shut downs Outage Request Outages PM/CC J. Construction
Parking and Staging PM/CC J. Construction
Parking and staging changes Parking Extension
Parking Request Large Delivery PM/CC J. Construction
Large Vehicle Movement
Vehicle
4 PSP prepares SOV, Submittal Schedule, Construction Schedule, Change Proposals, RFIs, PSP B. Contracts
Applications for Payment [Repeat as necessary]
5 PM conducts Weekly Progress Site Meetings Construction Progress Construction Progress PM H. Communication: Meetings
Meeting Agenda Meeting
Conference Sign-In Sheet H. Communication: Meetings
6 PM oversees distribution of meeting minutes recorded by PSP according to contract Conference Minutes H. Communication: Meetings
7 PM walks the job with the client on a weekly basis Site Observation Report PM J. Construction
8 PM verifies adherence to schedules for long lead purchases and adherance to specifications on M&E Request - Project WORK ORDERS M&E Request PM/PS D. Financial
equipment purchases with PS support Account
9 PM manages availability of Owner provided purchases PM D. Financial
10 PM manages General Contracts, JOC Contracts and approve contract changes with support from Change Order Request Change Orders PM B. Contracts
Contracting
11 PS changes project status in FAMIS to "SUBST_COMP" upon receipt of Closeout Letter from SUBST_COMP PS
Contracting
12 PM reviews PSP invoices and manages PSP contracts PSP Engagement PM B. Contracts
13 PM files and updates project information in FAMIS VERSIONS: Authorize: PM
Freeze
CONTRACTS
1 Pay Applications
2 Change Orders
3 Executed Documents
4 Closeout Documents
AT
CC
Client
CM/PM
CS
PM
PM/AT
PM/CC
PM/PSP
PM/PSP/CC
PSP
PS
PA
SPM