Facilities Design & Construction A Department in Facilities Facilities Design & Construction A Department in Facilities Non-Capital Project Guidelines NON-CAPITAL PROJECT GUIDELINES Sections Section NumberProcedure 0Non-Capital Project Guidelines 1Introduction 2Project Overview and Applicability 3Project Estimate Request & Project Database Entry/Project Tracking 4Project Estimating 5Project Funding 6FDC Project Initiation for Design Services 7Project Design 8Bidding and Award of Contracts & Purchase Orders 9Construction Administration and Management 10Project Closeout 11Move Management GuidanceAdobe Sign Guidance Examples SectionExample 3Exhibit R-1 – Estimate Request data Sheet Exhibit R-2 – Space & Minor Renovations Request Form (Output) Exhibit R-3 – Informal Projects Naming Protocol Exhibit R-4 – Notification of Receipt Letter Exhibit R-5 – Notification of Receipt (with JAM) Letter Exhibit R-6 – Notification of Transferal to Facilities Operations Exhibit R-7 – Notification of Recommendation of Request Denial Exhibit R-8 – Request for JAM Meeting Letter Exhibit R-9 – Project Log Data Entry Form Exhibit R-10 – Sample of the Facilities Design & Construction Website Project Status Report 4Exhibit E-1 – Project Estimate Cover Letter Exhibit E-2 – Estimate Worksheet Exhibit E-3 – Preliminary Schedule Exhibit E-4 – Project Estimating Checklist 5Exhibit F-1 – Facilities Operations Interdepartmental Invoice BANFIN-59 Exhibit F-2 – Project Initiation Request Form (PIR) 6Exhibit FDC-1 – Facilities Design and Construction Project Initiation Form Exhibit FDC-2 – Facilities Design and Construction Design Kick-Off Meeting Agenda 7Exhibit D-1 – Pre-Construction Expense Form Exhibit D-2 – Design Review Memo Exhibit D-3 – SCO Approval Letter Exhibit D-4 – Design Review Comments – Letter of Transmittal to Designer 8Exhibit BA-1 – Notice to Bidders Exhibit BA-2 – Attendance Sign-In Sheet (blank) Exhibit BA-3 – Bid Tabulation Form (blank) Exhibit BA-4 – Identification of Minority Business Participation Exhibit BA-5 – HUB Affidavit A Exhibit BA-6 – HUB Affidavit B Exhibit BA-7 – HUB Affidavit C Exhibit BA-8 – HUB Affidavit D Exhibit BA-9 – HUB Approval Memorandum Exhibit BA-10 – Purchase Order Requisition Form Exhibit BA-11 – Designer’s Letter of Recommendation to Award Exhibit BA-12 – Designer’s Certified Bid Tabulation Form 9Exhibit CM-1 – Pre-Construction Conference Agenda Exhibit CM-2 – Application for Payment Cover Sheet – AIA document #G702 Exhibit CM-3 – Schedule of Values – AIA document #G703 Exhibit CM-4 – Sales Tax Report Exhibit CM-5 – MBE/HUB Appendix E Exhibit CM-6 – Facilities Operations Work Order Request Form Exhibit CM-7 – BANFIN-66 10Exhibit CO-1 – Commodities Requiring Quality Acceptance Inspections Exhibit CO-2 – SCO Contractor Evaluation Form Exhibit CO-3 – SCO Designer Evaluation Form Exhibit CO-4 – Space Request and Minor Renovation Customer Service Evaluation Exhibit CO-5 – Facilities Operations Project Cover Sheet Exhibit CO-6 – Project HUB Participation Record Exhibit CO-7 – HUBSCO Report Exhibit CO-8 – Finish Schedule Exhibit CO-9 – Project File Table of Contents 11Exhibit M-1 – Move Checklist Exhibit M-2 – Relocation Inventory Form Exhibit M-3 – Relocation Signage Inventory Form Exhibit M-4- Master Telecommunication Relocation Schedule Exhibit M-5 – Master Relocation Schedule
Non-Capital Project Guidelines NON-CAPITAL PROJECT GUIDELINES Sections Section NumberProcedure 0Non-Capital Project Guidelines 1Introduction 2Project Overview and Applicability 3Project Estimate Request & Project Database Entry/Project Tracking 4Project Estimating 5Project Funding 6FDC Project Initiation for Design Services 7Project Design 8Bidding and Award of Contracts & Purchase Orders 9Construction Administration and Management 10Project Closeout 11Move Management GuidanceAdobe Sign Guidance Examples SectionExample 3Exhibit R-1 – Estimate Request data Sheet Exhibit R-2 – Space & Minor Renovations Request Form (Output) Exhibit R-3 – Informal Projects Naming Protocol Exhibit R-4 – Notification of Receipt Letter Exhibit R-5 – Notification of Receipt (with JAM) Letter Exhibit R-6 – Notification of Transferal to Facilities Operations Exhibit R-7 – Notification of Recommendation of Request Denial Exhibit R-8 – Request for JAM Meeting Letter Exhibit R-9 – Project Log Data Entry Form Exhibit R-10 – Sample of the Facilities Design & Construction Website Project Status Report 4Exhibit E-1 – Project Estimate Cover Letter Exhibit E-2 – Estimate Worksheet Exhibit E-3 – Preliminary Schedule Exhibit E-4 – Project Estimating Checklist 5Exhibit F-1 – Facilities Operations Interdepartmental Invoice BANFIN-59 Exhibit F-2 – Project Initiation Request Form (PIR) 6Exhibit FDC-1 – Facilities Design and Construction Project Initiation Form Exhibit FDC-2 – Facilities Design and Construction Design Kick-Off Meeting Agenda 7Exhibit D-1 – Pre-Construction Expense Form Exhibit D-2 – Design Review Memo Exhibit D-3 – SCO Approval Letter Exhibit D-4 – Design Review Comments – Letter of Transmittal to Designer 8Exhibit BA-1 – Notice to Bidders Exhibit BA-2 – Attendance Sign-In Sheet (blank) Exhibit BA-3 – Bid Tabulation Form (blank) Exhibit BA-4 – Identification of Minority Business Participation Exhibit BA-5 – HUB Affidavit A Exhibit BA-6 – HUB Affidavit B Exhibit BA-7 – HUB Affidavit C Exhibit BA-8 – HUB Affidavit D Exhibit BA-9 – HUB Approval Memorandum Exhibit BA-10 – Purchase Order Requisition Form Exhibit BA-11 – Designer’s Letter of Recommendation to Award Exhibit BA-12 – Designer’s Certified Bid Tabulation Form 9Exhibit CM-1 – Pre-Construction Conference Agenda Exhibit CM-2 – Application for Payment Cover Sheet – AIA document #G702 Exhibit CM-3 – Schedule of Values – AIA document #G703 Exhibit CM-4 – Sales Tax Report Exhibit CM-5 – MBE/HUB Appendix E Exhibit CM-6 – Facilities Operations Work Order Request Form Exhibit CM-7 – BANFIN-66 10Exhibit CO-1 – Commodities Requiring Quality Acceptance Inspections Exhibit CO-2 – SCO Contractor Evaluation Form Exhibit CO-3 – SCO Designer Evaluation Form Exhibit CO-4 – Space Request and Minor Renovation Customer Service Evaluation Exhibit CO-5 – Facilities Operations Project Cover Sheet Exhibit CO-6 – Project HUB Participation Record Exhibit CO-7 – HUBSCO Report Exhibit CO-8 – Finish Schedule Exhibit CO-9 – Project File Table of Contents 11Exhibit M-1 – Move Checklist Exhibit M-2 – Relocation Inventory Form Exhibit M-3 – Relocation Signage Inventory Form Exhibit M-4- Master Telecommunication Relocation Schedule Exhibit M-5 – Master Relocation Schedule