1. Upon receipt of a signed Budgetary Estimate, including an index number, the work of creating a Project begins as follows:

Transcription

1 Project Development Revised 4/17/13 Process PROJECT INITIATION PHASE 1. Upon receipt of a signed Budgetary Estimate, including an index number, the work of creating a Project begins as follows: PRE-DESIGN Scoping Phase Feasibility Phase Programming Phase Scoping phase a) PM establishes a file for the project b) Identify client s single point of contact c) Is project within a facility worth the investment of funds d) Will proposed changes significantly increase the cost of maintaining and operating the facility e) If project will significantly increase operating costs, a mitigation plan should be developed. f) Address code compliance issues; Life Safety, ADA, IBC g) Does not cause a permanent negative impact on adjacent space/facilities h) Conforms with Campus Master Plan principles i) Is in a space or facility assigned to the requesting department j) If initial budgetary estimate is greater than $300k, project will need approval from BOR, HED, BOF. k) What are the client s budgetary and schedule expectations l) Is this a current or future BRR project Feasibility Phase Administration a) Define team composition and specific roles/responsibilities for each group on the team b) Consider project delivery method: 1) Internal design services 2) Professional services contract ($20k range limit) 3) Initiate an RFP for external design services Program Analysis a) Review the physical and functional opportunities for this project b) Conduct preliminary architectural and engineering review with either internal staff or external firm.

2 c) Assess the risks of not proceeding with this project d) Determine compliance with the University Master Plan e) If new construction, identify potential sites and requisite adjacencies Conceptual Plans a) Develop conceptual plans for each option under consideration with sufficient detail to illustrate project scope, test adequacy of layout, and provide basis for intermediate budget estimates. b) Assess preexisting building conditions that may affect project s outcome c) Identify building materials and systems d) Determine conceptual building massing Financial Analysis a) Review authorizations for funding b) Develop benchmark budgets for each option Utility Review a) Outline utility infrastructure requirements: location, capacity, condition b) Determine utility infrastructure availability, condition, capacity, and extension requirements to the site c) Determine communications infrastructure requirements to the site Code Assessment a) Consult with Construction Industries Division to identify extraordinary or atypical code requirements b) Review accessibility issues, if any c) Refine list of applicable codes Project Schedule a) Refine planning schedule b) Identify factors that will influence the implementation schedule c) Evaluate schedule options for each option. Site Analysis a) Identify logistical issues with regard to construction and/or operation b) Review possible program adjacency requirements c) Review parking at proposed site and vehicular, pedestrian, bicycle, mass transit, and building services access (maintenance parking, loading dock, etc.) d) Review site boundary and topographic surveys e) Review building orientation f) Review preliminary storm water requirements Deliverables a) Feasibility study for options b) Recommendation of preferred option

3 Programming Phase Program Analysis a) Consolidate client s Statement of Need, objectives, goals, space requirements, and operational plan into a program b) Identify elements subject to change and make an assessment of short term and long term requirements. c) Will food service be part of the program (including vending machines). Include Auxiliary Services in the planning of food service space. d) Determine interrelationships of the various functions that will be housed in this facility. e) The Program describes the scope and quality that the facility will accommodate. Develop a Programming report that includes the following: 1) Background 2) Project Process 3) Definition of goals and objectives 4) Square footage 5) Design concepts 6) Technical requirements 7) Utility requirements 8) Schedule 9) Budget Utility Review a) Determine energy and other utility requirements for the facility b) Determine whether campus utility capacity at the project site is sufficient to meet project requirements. Environmental Assessment a) Identify and evaluate existing environmental conditions. b) Review special occupant safety requirements. Code Assessment a) Review existing building conditions and summary of required code improvements b) Review extraordinary or atypical code requirements c) Review project intent with CID d) Assess research functions and types/amounts of chemicals to be used in laboratory facilities in order to determine: *Building code hazard classification * Special exhaust and filtration requirements Preservation Analysis

4 a) Identify, evaluate, and document historic resource preservation status, treatment requirements, and proposed project treatment responses. Budget Categories A) Construction Costs: a) Pre-construction services b) Land Acquisition c) Building acquisition d) General requirements e) Permits/regulatory f) Utility charges g) Site construction-existing conditions h) Concrete i) Masonry j) Metals k) Wood. Plastics, and composites l) Thermal and moisture protection m) Openings n) Keys and keying o) Finishes p) Specialties q) Signage and graphics r) Equipment s) Furnishings t) Conveying systems u) Fire suppression v) Plumbing w) HVAC x) Telecomm and data y) Electrical z) Earthwork aa) Exterior improvements bb) Utilities

5 Budget Categories (cont.) B) Professional Fees a) Pre-design services b) Architect services c) Architect reimbursables d) Engineer services e) Site surveys f) Building assessments g) Geotechnical/subsurface investigation h) Environmental consultants i) Legal j) Construction inspections, testing k) Historic preservation l) Sound and vibration m) Lighting n) Elevator o) Building commissioning p) Public art q) Other consulting services C) Client Costs a) Client-provided furniture, fixture, equipment b) Moving costs c) Swing space d) Advertisement for bids e) Project management fees f) Project contingency g) Hard cost contingency h) Soft cost contingency

6