CAMPUS PLANNING & DEVELOPMENT
Simon Fraser University
Date: Sep 26, 2005
Major Capital Project Checklist
Project Name: XXXXXX
Schedule
DEFINITION / FEASIBILITY
Variable
• Develop Description
Users
Space Allocation
• Initiate Preliminary Planning
Location
Schedule
Central Systems (OTS,FM, Sec, AV,Reg,SS,FS, Disabled)
Cost - Unit Rate or Other
Initiate Standard Project Reports
CONSULTANT SELECTION
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•
•
•
•
•
•
Initiated
Complete
1 Month
Recommend Committee Membership
Recommend Short List
Set Up Interviews
Recommend Award to VP Finance and Administration
Negotiate Initial Contract
Recommend Signing of Contract
Copy to File
Proceed with Programming / Schematics
FACILITY PROGRAMMING
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•
•
•
•
•
•
•
•
•
•
•
Notes:
Initiated
Complete
4 Months
Set up Building User Committee
Check Campus Masterplan for requirements
Check OTS for Data/Tel requirements
Check FM Operations and Maintenance
Check Traffic and Security
Check Audio-Visual
Check Registrars (Where applicable)
Check Student Services
Check Food Services
Check Disabled Requirements
Interview Users
Review with Building Committee
Publish Functional Program Document
SCHEMATIC DESIGN
Initiated
Complete
2 Months
• Initiate Geotechnical study
• Initiate Topographic survey
Review site with Construction Inspector/Campus Planner
• Select / Engage Cost Consultant
• Initiate Preliminary Planning
• FM Operations and Maintenance review
• Central Systems Review (OTS,FM, Sec, AV,Reg,SS,FS, Disabled)
Hold Public Information Session
• Verify Cost Estimate
• Review with Building Committee
• Submit to Ministry if Required
Publish Schematic Design Document
Major_ Project_Checklist.Sep05
Initiated
Complete
Page 1
BUSINESS PLAN
1 Month
• Engage Consultants if Required
Define Users
Define Space Allocation
Define Location
Define Schedule
Define Cost Estimate
Develop Revenues
Develop Operating Costs
• Determine Contracting Strategy
• Review with Building Committee
Initiated
Complete
Submit for Approval
CONFIRM ARCHITECT COMMISSION (Where applicable)
• Review performance
• Negotiate fee for services
• Recommend Award to VP Finance and Administration
Apply to Board of Gov. for Award of Contract
• Send Letter of Intent with appropriate signature
• Receive contracts
Review for Compliance
Signatures by appropriate party
• Copy to File
Proceed with Design Development
CONSTRUCTION MANAGER SELECTION (Where applicable)
•
•
•
•
•
Prequalify Candidates
Tender Fee for Pre-construction Services
Recommend Award to VP Finance and Administration
Send Letter of Intent with appropriate signature
Receive contracts
Review for Compliance
Signatures by appropriate party
• Copy to File
Proceed with Design Development
DESIGN DEVELOPMENT
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•
•
•
•
Initiated
Complete
1 Month
Initiated
Complete
3 Months
Perform Value Analysis and / or Constructibility Review
Central Systems Review (OTS,FM, Sec, AV,Reg,SS,FS, Disabled)
Verify Cost Estimate
Review with Building Committee
Submit to Ministry if Required
Submit PPA Application to Burnaby
CONSTRUCTION DOCUMENTATION - BUILDING SHELL
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•
•
•
•
•
•
•
1 Month
Perform Value Analysis and / or Constructibility Review
Provide SFU Tender Documentation
Risk Manager Review
Operations and Maintenance Review
Central Systems Review (OTS,FM, Sec, AV,Reg,SS,FS, Disabled)
Verify Cost Estimate
Review with Building Committee
Submit to Ministry if Required
Apply for Building Permit
Major_ Project_Checklist.Sep05
Complete
6 Months
Initiated
Complete
Page 2
GO TO TENDER - BUILDING SHELL
2 Months
• Apply to AVED for permission to go to Tender (Where applicable)
Program, cost estimate, schedule
• Set Tender date
Advertisements
• Site Tour
• Tender
• Recommend Award of Tender
Letter of recommendation from Architect
Letter of review from Risk Manger
Letter of review from Lawyer
• Memo to Director
Apply to Board of Gov. for Award of Contract
Apply to Minstry for Capital Approval Certificate
• Send Letter of Intent with appropriate signature
• Receive contracts
Review for Compliance
Signatures by appropriate party
Copies to Contractor / File
CONSTRUCTION - BUILDING SHELL
•
•
•
•
Initiated
Complete
12-20 months
Start up site meeting
Progress claims
Change Orders
Substantial Completions
Initiated
Complete
Apply for Occupancy Permit
CONSTRUCTION DOCUMENTATION - FITOUT
•
•
•
•
•
•
•
Perform Value Analysis and / or Constructibility Review
Provide SFU Tender Documentation
Risk Manager Review
Central Systems Review (OTS,FM, Sec, AV,Reg,SS,FS, Disabled)
Verify Cost Estimate
Review with Building Committee
Submit to Ministry if Required
Apply for Building Permit
GO TO TENDER - FITOUT
6 Months
Initiated
Complete
2 Months
• Apply to AVED for permission to go to Tender (Where applicable)
Program, cost estimate, schedule
• Set Tender date
Advertisements
• Site Tour
• Tender
• Recommend Award of Tender
Letter of recommendation from Architect
Letter of review from Risk Manger
Letter of review from Lawyer
• Memo to Director
Apply to Board of Gov. for Award of Contract
Apply to Minstry for Capital Approval Certificate
• Send Letter of Intent with appropriate signature
• Receive contracts
Review for Compliance
Signatures by appropriate party
Copies to Contractor / File
Major_ Project_Checklist.Sep05
Initiated
Complete
Page 3
CONSTRUCTION - FITOUT
•
•
•
•
12-20 months
Start up site meeting
Progress claims
Change Orders
Substantial Completions
Initiated
Complete
Apply for Occupancy Permit
FURNITURE
12 months
• Select Furniture Consultant
Provide SFU brief
including standards and contract procedures
• Identify requirements with users
• Tender
Letter of recommendation from Consultant
Letter of review from Lawyer if required
• Send Letter of Intent with appropriate signature
• Receive contracts
Review for Compliance
Signatures by appropriate party
Monitor Delivery and Installation
SIGNAGE
Complete
6 months
• Select Signage Consultant
Provide SFU brief
including standards and contract procedures
• Identify requirements with users
• Tender
Letter of recommendation from Consultant
Letter of review from Lawyer if required
• Send Letter of Intent with appropriate signature
• Receive contracts
Review for Compliance
Signatures by appropriate party
Monitor Delivery and Installation
OCCUPANCY
•
•
•
•
•
•
•
Initiated
Initiated
Complete
4 months
Develop schedule
Tender moving contractor
Confirm data / tel hookup arrangements
Confirm keying / security arrangements
Monitor comissioning
Implement deficiency completion
Implement handover process to Users - FM etc
Initiated
Complete
Coordinate Move-in
CLOSE OUT
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•
•
•
•
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•
n/a
Closure Letter to Ministry (Where applicable)
CAD Files to CPD Space, FM Records, OTS Records
Warranty's to FM
Maintenance and As Builts to Records
Financial Reconciliation
Post Occupancy Review
Project summary information to Director
Review files and send to Archives
Major_ Project_Checklist.Sep05
Initiated
Complete
Page 4