PM Tools and References
Step 1: Needs Development
Step 2: Scope Development
- Conceptual Project Schedule
- Deficit Project Cost Center | Guideline | Request Memo
- Estimation Letter | Guideline | Template
- Initial Project Assessment
- Program of Requirements
- Project Control Budget | Guideline | Template
- Project Funding Agreement
Step 3: Selection of Design Team
- Continuing Services Agreement | Evaluation Form | Process for Awarding Projects
- Request for Qualifications (RFQ)
- Contract Memo Template: Up to $50K | Over $50K
- Design Contract / Notice to Proceed
- Furnishings & Equipment Contract / Notice to Proceed
- Professional Services Contract / Notice to Proceed
- Scope Continuation Form
- Selection Interview Agenda
Step 4: Design Phase
Step 5: Selection of Contractor
- Construction Contract / Notice to Proceed
- Contract Memo Template: Up to $50K | Over $50K
- Job Order Contract Guidelines & Procedures
- JOC Evaluation Form
- JOC Request for Proposal Form (FM)
- JOC Sample Request for Job Order Form
- JOC Vendor Listing
- Process for Awarding Contracts
- Purchasing Bid Request Memo
- Request for Information (RFI)
- Scope Continuation Form
- Selection Interview Agenda
Step 6: Construction Phase
- Access Control Agreement for Vendors/Contractors | Request Form
- Contract Change Order | Notice to Proceed | Definitions Memo
- Charter Agenda | Pre-Construction | Construction
- Construction Sign Template | Letter Size | 11X17
- Pre-Construction Meeting | Agenda
- Project Kick Off Meeting | Agenda | Instructions
- Property Certificate of Insurance Request | Form
- Request for Information (RFI)
- Site Visit Report Template
- Substantial Completion Letter
Step 7: Transition, Activation, and Closeout
- Cost Center Closeout Form
- Professional Services Contract Completion Checklist
- Project Assessment Process | Construction Contractor Evaluation | Customer Assessment Form | Professional Services Evaluation
- Project Closeout Report | Project Closeout Guideline
- Service Matrix
- Transition Meeting Guideline
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