Project Responsibility and Scope Matrix - McCormick PCS

[Pages:3]PROJECT RESPONSIBILITY SCOPE MATRIX

Project Name:

Task

Project Initiation Submit Project Requirement to FM CRE/FM

Task facility requirements and funding Prepare Design SOW Select Design Consultant Prepare Design Consultant Task Order Select Construction Manager Prepare Const Mgr Task Order Site Selection and Lease Task Real Estate Transactions to initiate site search

Task Leasing Agent to Search Review preliminary list Task short list search Select Site Preliminary Design Phase Pre-Design Meeting; minutes, set schedule Prepare Project Directory Cost Control System Schedule Control System Program Management Information System Correspondence Control System Weekly Progress and Budget Status Report

Develop a Project Action Plan Develop Project Program Obtain Preliminary Project Data; Site & Building survey, borings, as-built drawings, etc. Apply for & track all Regulatory Permits Schematic and DD Phases Confirm Availability of:

Sanitary Service Storm Water Domestic Water Gas Service Fire Service Electric Service Telephone Service Security Service Prepare Construction Cost Estimate Maintain / Update Design Schedule Provide Info on Owner purchased Equipment

Prepare & Submit Initial Budget/Schedule Review Initial Budget / Schedule, consolidate & resolve all comments Approve site and Initial Budget/Schedule Identify Long Lead Items, prepare orders Prepare & Submit 50% Design Review/Approve 50% Design Order Long Lead Items 70 % Design Document Phase Determine Contracts to be Awarded Prepare 70% Plans Prepare Specifications Outline Prepare Structural Calculations Prepare HVAC Cal & Narrative Submit 70 % Documents Review 70% Documents, submit comments Review submittals, shop dwg. requirements list Consolidate comments; send to DP Review & Approve 70 % Documents Update Design Schedule Submit Design for Building Permit Review 95 % Design Submittal Phase Obtain Code Review Approval Submit Design Drawings Submit Specifications Submit Draft Contract and all attachments

Date Prepared:

CXlYieZnt/BusinUensist

XYZ CRE/FM

DePsriogfnessionalCsonstruMctaionnager

GenCeroanl tractor

Other

O

O,P

C

O

O

O

O

O

Comment

A

O,P

A

O

C

O,P

O,P

C

O,P

C

O

C

P

O

P

O

P

O

P

O

P

O

P

O

P

O

P

C

O

P

C

O

P

O

P

Weekly mtgs intended for FM CRE/FM, A/E and CM

O

P

O

C

P

O

P

C

O

P

C

O

C

C

O

C

P

A

O

O

C

P

O

P

C

O

P

O

C

P

O,P

C

C

O

P

O

P

O

P

O

P

O

P

C

A

P

C

O

P

A

O

P

C

O

P

C

O

P

C

O

P

O

P

O

P

O

P

O

P

FM to Assist FM Security to Assist

Code official

6/26/2012

Prepared by: MPCS, Inc.

PROJECT RESPONSIBILITY SCOPE MATRIX

Project Name:

Task

Review Documents, compile, and submit final comments Review & Approve 95 % Documents Review Plans for Constructability, & Criteria Value Engineer Project Develop General Contractor Bid List Resolve and incorporate All Comments Prepare Bid Documents, 100% Track All Permits Track All Project Documents Presentations at Public Hearings Evaluate A/E Performance Evaluate A/E Invoices Authorize A/E Invoice payment Approve CM Invoices Maintain Financial Tracking Bid / Award Phase Submit Bid Documents to FM Sourcing Review & approve bid documents Distribute Bid Documents Pre-Bid Conference Prepare & Distribute Minutes Attend Pre-Bid Conference Prepare Addenda Review & approve addenda Publish and Issue Addenda Schedule & Coordinate Bid Openings Receive, Open & Record Bids Review Bids and Provide Cost Analysis Review & approve Sub-Contractors Determination of Award Prepare Contracts - Validate Blanket Agreements Sign Contracts Distribute Signed Contracts Issue notice to proceed Prepare Design Consultant Performance Evaluation

Construction Administration Phase Approve Contractor's Schedule Review/Approve Contractor Schedule of Values Breakdown Pre-Construction Meeting Manage RFI process Submit Change Request Evaluate/Negotiate/Recommend Change Request Change Orders Track & Distribute Documents Review/Approve submittals Approve Shop Drawings Approve Test Reports Prepare Change Request Plans & Specs

Weekly Project Progress Meetings

Review Contractor's Progress Schedule Evaluate / Recommend Contractor Invoices Field inspections Meeting Minutes and Budget Status Reports Submit Daily Field Reports Construction Photographs Prepare "As-Built" Plans Prepare O&M Manuals Coordinate Substantial Completion Substantial completion certificate Project Close Out Phase Conduct prefinal inspection Prepare / consolidate Punchlist(s) Coordinate Code Inspection Complete Punchlist Items Verify Completion of Punchlist Items

Date Prepared:

CXlYieZnt/BusinUensist

XYZ CRE/FM

DePsriogfnessionalCsonstruMctaionnager

GenCeroanl tractor

Other

C

O

C

P

C

O

P

O

P

O

P

C

O

C

P

O

P

O

P

C

O

P

C

O

C

P

O

P

C

O

P

O

P

O

O

O

P

O

P

C

O,P

FM Sourcing

O

P

O

P

O

P

C

O

C

P

C

C

O

P

A

O

P

C

FM Sourcing

O

P

FM Sourcing

O

C

FM Sourcing

O

C

FM Sourcing

O

C

O

P

C

O

P

O

C

O

C

P, FM Sourcing

O

C

P, FM Sourcing

O

C

P, FM Sourcing

O

P

Comment

C

O

C

P

C

O

C

P

C

O

C

P

C

C

O

C

P

C

C

O

C

C

P

O

C

P

C

C

O

P

O

P

O

P

C

O

P

C

O

P

C

O

P

C

O

C

P

C

O

P

C

O

C

P

O

C

P

O

P

O

A

P

O

P/C

P/C

O

C

P

O

C

P

O

C

P

O

C

P

O

P

C

C

O

P

C

O

C

P

O

C

P

O

P

C

A and E Disciplines req'd at weekly Progress Mtgs.

6/26/2012

Prepared by: MPCS, Inc.

PROJECT RESPONSIBILITY SCOPE MATRIX

Project Name:

Task

Plan, Schedule & Control Final Inspection by All Parties Incl. Regulatory Agencies Site commissioning Coordinate Equipment Operation Training Provide Maintenance & Operating Manuals Provide All Guarantees & Reports Assemble & approve Close-Out Documents Evaluate As-Built Plans Prepare Record Set Drawings Sign "Certificate Of Final Completion Close-Out Design Consultant's Contract Final Contract Acceptance All Permit closeouts Occupancy certificate Post Occupancy Phase Provide Post-Occupancy Assistance Correct Warranty Issues Update FM Design Standards Lessons Learned

Date Prepared:

CXlYieZnt/BusinUensist

XYZ CRE/FM

DePsriogfnessionalCsonstruMctaionnager

GenCeroanl tractor

Other

O

C

C/P

P/C

C

O

C

C

P

O

P

O

C

C

P

O

A

P

O

P

C

O

C

P

O

P

C

O

P

A

O

C

O

P

O

A

P

O

A

P

O

C

O

A

P

O

P

C

O,P

C

C

C

C

Comment

6/26/2012

Prepared by: MPCS, Inc.

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