OFMD Project Delivery Manual – In-House Renovation & Fabrication Team
Project Delivery Tools and References
The Operations & Facilities Management Department (OFMD) has developed and implemented a project delivery process to serve as a roadmap for successful cost, schedule and quality performance on projects. Processes have been documented and supporting tools created to:
- Enable the Operations & Facilities Management Department to provide high quality service to its customers, stakeholders and the University.
- Provide a balanced, systematic approach to planning and delivering construction/renovation projects.
- Incorporate planning/project management best practices.
Project Delivery Manual
Generic Templates & Forms
Agenda – Generic
Customer Transition Meeting Agenda
Project Delivery Documentation Change Form
Meeting Minutes Template
Orientation Agenda
Pre-Bid Meeting Agenda
Pre-Construction Meeting Agenda
Pre-Submittal Agenda
Project Kick-Off Agenda
Project Manager – Job Description
Project Manager (Planner) – Job Description
Project Signage Request Form
Shared Infrastructure – Network Engineering
Transmittal Form
Instructions and Guidelines
A-E Fee Schedule Guidelines
Badge ID Guidelines
Basis of Design for Renovation and New Construction Guidelines
Core and Key Process for Large Projects
Core and Key Process for Renovations
Custodial Process for Renovations and New Construction
EHS Pre Construction Guidelines
E-Mail Etiquette Guidelines
Emergency Power Guidelines
Estimate Letter Guidelines
Lab Closure Guidelines
Phone Data Activation Guidelines
Project Emergency Call List Guidelines
Project Delivery Manual & Documents Guidelines
Project Management Fees Guidelines
Project Survey Guidelines
Records Management Guidelines
Safety Guidelines for Contractors
Sole Source Guidelines
Surplus Furniture Guidelines
Utility Account Transfer Guidelines
Welcome Packet Guidelines
Reference Documents
Academic Campus Distributed Antenna System (DAS) Installation Monitoring Checklist
A/V Vendor List
Contingency Process Flow
Continuing Services Project Agreement
Definition of Scope Creep Change
Emergency Call-List
General Conditions for Contracts
Hot Work Quick List
WUSM Hotwork SOPs
ICRA Bleach Protocol
Infection Control Risk Assessment (BJC)
Infection Control Risk Assessment (WUSM)
Insurance Limits for Architects & Engineers
Insurance Limits for Contractors
Low Voltage Contractor List
Master Contractor List
Operational Contract Project Management
Project & Sole Source Approval Levels
Standard Form of Agreement Between Owner and Architect
Standard Form of Agreement Between Owner and Construction Manager
Used Lamp Disposal Policy
Wage Rate Sheet
WUSM Payment Authorization Levels
OFMD Planned, Limited Notice & Emergency Notifications
Contractor Request For Shutdown or Street Closure Form
Planned, Limited Notice & Emergency Notification Guidelines
Project Delivery Documents
Step 1 – Needs Development
Design Standards – Variance Form
Business Operations –
Project Creation
Step 2 – Scope Development
Conceptual Project Schedule Tool
EHS Pre-Construction Checklist
Estimate Letter Template
Example Project Schedule Tool
Limited Scope Agreement
Planning Program of Requirements (PPOR)
Preliminary Estimate Form
Project Manager Program of Requirements (PMPOR)
Resolution Form – Long
Resolution Form – Short
Business Operations –
Project Approval Process
Step 3 – Selection of Design Team
Architects & Engineers for Project Selection – Danforth and WUSM
Architect-Engineer Fee Form
Contracts Checklist
Exhibit A – Proposal Fee Rider for Architectural Engineering Services
Interview Score Sheet
Recommendation Memo Form
RFP Architectural Evaluation Matrix
RFP Architectural Template
Business Operations –
Contracts Procedures
Step 4 – Design Phase
Direct Pay to MWBE Form
Drawing Review Checklist
Equipment Schedule Form
Laboratory Equipment Schedule Form
Project Reporting for Capital Projects (over $2M)
Project Reporting for Capital Projects (under $2M)
Project Reporting (Contractor)
SDI Utilization Form
Site Logistics Checklist
Step 5 – Selection of Contractor
Contracts PO
CM RFP
CM RFP Evaluation Matrix
Design & Construction Standards
Design Build RFP
Formal Invitation to Bid (ITB)
General Conditions Matrix
Instruction to Bidders
Short Form Bidder’s Proposal
Short Form Instruction to Bidders
Standard Form of Agreement Between Owner and Contractor – Stipulated Sum
Short Form Construction Agreement
Sole Source Justification Form
Business Operations –
Contract PO
Sole Source Justification Form
Step 6 – Construction Phase
Application and Certification for Payment
Badge Request Form
Certificate of Substantial Completion
Construction Disruption Signage
Department Request for Change to Project
Emergency Call-List
Infection Control Risk Assessment (BJC)
Infection Control Risk Assessment (WUSM)
Monthly Financial Forecast
Owner Provided Services Responsibility Matrix
PCO Reason & Terms Form
Project Safety Checklist
Project Schedule Template
Business Operations –
Change Orders
Progress Payments
Step 7 – Transition, Activation and Closeout
Close Out Checklist
Customer Survey Form
Construction Contractor Evaluation
Equipment Schedule Form
Lab Closure Checklist
Laboratory Equipment Schedule Form
Move Checklist
Move Intake Template
Move Planning Checklist and Meeting Outline
Move Planning Schedule
Professional Services Evaluation
Project Occupancy & Project Closure Notification Form
Returned Space Checklist
Space Utilization Form
Business Operations –
Project Closeout
Training Presentations & Flowcharts
Project Delivery Process Flows
PD Presentation – Overview
PD Presentation – Steps 1 & 2
PD Presentation – Steps 3 & 4
PD Presentation – Step 5
PD Presentation – Step 6
PD Presentation – Step 7
PD Business Operations – Overview
PD Business Operations – Detail