4-step 4 fm design (1 of 4) -rev 3 · contractor step 4: facilities management design process page...

CONTRACTOR

STEP 4: FACILITIES MANAGEMENT DESIGN PROCESS of 4

A/E AND OTHER CONSULTANTS

EVP ADMIN & FINANCE/

PLANT OPERATIONS

1jPlant Operations FM Design Chart 6.2.11

UH DEPARTMENTS

SKILLED TRADES AND TECHNICAL

SHOPS

MINOR AND PLANNED PROJECTS

To D-12

D-11PM coordinates furniture plan & room numbering

D-1Pre-design meeting held to discuss

contract deliverables

D-4Design team

produces 90-95% SD’s and submits

for review

D-7Design team incor-porates comments into 100% SD & updates estimate

D-3Design team

develops schematic design

D-9PM authorizes design team to start DD docs

D-6PM confirms docs comply

with the intent of the program

D-5PM distributes SD docs for review and comment by the Project team

D-8PM and client approve schematic design documents

D-10Design develops

design

SELECTION OF DESIGN TEAM

(RFQ)


(CSA)

D-2Project Charter

STEP 4: FACILITIES MANAGEMENT DESIGN PROCESSPage 2 of 4


CONTRACTORA/E AND OTHER CONSULTANTS


PLANT OPERATIONS

UH DEPARTMENTS


SHOPS


To D-26

Y

N

From D-11

D-13PM receives and distributes DD docs for review

D-12Design team

produces 50% DD’s and submits

for review

D-20PM authorizes design team continue DD

docs


with the intent & standards

D-14Project team reviews documents and comments

D-19PM, ED, user and client review design development documents, as required


D-21Design team

produces 90-95% DD’s and submits

for review

D-25Design team incor-porates comments into 90-95% DD’s & prepares estimate




Does CFPC

approve?

D-16Design team incorporates

comments into 50% DD’s

D-17PM sends to

CFPC for ExteriorArchitectural

Approval

D-18Design team

incorporates CFPC comments into

50% DD’s





PLANT OPERATIONS

UH DEPARTMENTS


SHOPS


To D-39

D-30PM receives and distributes CD docs for review

D-29Design team

produces 50% CD’s and submits

for review


comments into 50% CD’s

D-35PM authorizes design team continue CD’s




D-34PM, ED, user and client review construction documents, as required


D-36Design team

produces 90-95% CD’s and submits

for review


D-27PM authorizes design team to

start CD’s

D-28Project team develops construction documents

From D-25






PLANT OPERATIONS

UH DEPARTMENTS


SHOPS


&/or

D-41PM, ED, User and Client review approve construction documents

TO PROCUREMENT

OF OWNER PROVIDED SERVICES

TO FORMAL CONTRACTOR

CSP SELECTION(BID)

TO CONTRACTOR

RFP SELECTION

TO JOC PROCUREMENT

OF CONTRACTOR

TO INFORMAL CONTRACTOR

CSP SELECTION(3 Informal Bids)

From D-38

D-40Design team incor-porates comments

into 100% CD’s



CONTRACTOR




PLANT OPERATIONS


UH DEPARTMENTS


SHOPS


To D-13

D-12Facilities Information Services develops furniture plan & room numbering



D-5PM receives and distributes SD docs for review

D-4Design team


for review

D-8Design team incor-porates comments into 100% SD &

prepares estimate

D-3Project team develops schematic design





D-9PM, ED, User and client approve schematic design documents

D-11Project team develops design development

documents


(RFQ)


(CSA)

D-2Project Charter





PLANT OPERATIONS

UH DEPARTMENTS


SHOPS


To D-23

Y

N

From D-11

D-12Design team


for review


docs



D-17PM and client review design development documents, as required

D-19Design team


for review

D-22Design team incor-porates comments into 90-95% DD’s & updates estimate



Does CFPC

approve?



D-16PM sends to


Approval

D-16Design team


50% DD’s







PLANT OPERATIONS

UH DEPARTMENTS


SHOPS


To D-39


D-29Design team


for review









D-36Design team


for review



start CD’s


From D-25






PLANT OPERATIONS

UH DEPARTMENTS


SHOPS


&/or


TO PROCUREMENT



CSP SELECTION(BID)

TO CONTRACTOR

RFP SELECTION

TO JOC PROCUREMENT

OF CONTRACTOR



From D-38


into 100% CD’s



CONTRACTOR




PLANT OPERATIONS


UH DEPARTMENTS


SHOPS


To D-13





D-4Design team


for review


prepares estimate








documents


(RFQ)


(CSA)

D-2Project Charter





PLANT OPERATIONS

UH DEPARTMENTS


SHOPS


To D-27

Y

N

From D-12


D-13Design team


for review


docs






D-22Design team


for review





Does CFPC

approve?



D-18PM sends to


Approval

D-19Design team


50% DD’s





PLANT OPERATIONS

UH DEPARTMENTS


SHOPS


To D-34

D-26Design team


for review






D-30PM and client review construction documents, as required

D-32Design team


for review


start CD’s

D-25Design team

develops construction documents

From D-22

D-23PM and client review design development documents, as required







PLANT OPERATIONS

UH DEPARTMENTS


SHOPS


&/or


TO PROCUREMENT



CSP SELECTION(BID)

TO CONTRACTOR

RFP SELECTION

TO JOC PROCUREMENT

OF CONTRACTOR



From D-38


into 100% CD’s



CONTRACTOR




PLANT OPERATIONS


UH DEPARTMENTS


SHOPS


To D-13





D-4Design team


for review


prepares estimate








documents


(RFQ)


(CSA)

D-2Project Charter





PLANT OPERATIONS

UH DEPARTMENTS


SHOPS


To D-27

Y

N

From D-12


D-13Design team


for review


docs






D-22Design team


for review





Does CFPC

approve?



D-18PM sends to


Approval

D-19Design team


50% DD’s





PLANT OPERATIONS

UH DEPARTMENTS


SHOPS


To D-40


D-30Design team


for review









D-37Design team


for review



start CD’s


From D-26






PLANT OPERATIONS

UH DEPARTMENTS


SHOPS


or or

or

Y

N

Y

N

FORMAL COMPETITIVE

SEALED PROPOSAL

(RFP)

FORMALCOMPETITIVE

BID (IFB)

Isproject under

$25k?

JOB ORDER CONTRACTOR PROCUREMENT

INFORMAL BID

Isproject under

$250k?

PROCUREMENT OF OWNER PROVIDED SERVICES

Y

N

Is procurement

of Owner-provided Services required?

D-36PM and Client review approve construction documents

From D-33


into 100% CD’s



4-step 4 fm design (1 of 4) -rev 3 · contractor step 4: facilities management design process page...

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