Project Tools and Templates
Contents:
- Project Management Process
- Starting the Project
- Tracking the Project
- Closing a Project or Phase
- Purchasing and Vendor Related Documents
- Other Project Management Tools
Project Management Process
Project Maps
- Study and Feasibility Phase (Phase 100)
- Programming Phase (Phase 200)
- Schematic Design (Phase 300), Design Development (Phase 400) and Construction Document Phase (500)
- Pre-Construction (Phase 600) and Construction Phase (700)
- Warranty and Close Out Phase (800)
Project Processes
Liability and Documentation Distribution New 2021
- Capital project Liability reviews
- WMU Project Document Distribution
- FSCI Project Document Distribution
Project Folder Hierarchy (updated 2019)
Presentations
Project Management Process | Starting the Project | Tracking the Project | Closing a Project or Phase | Purchasing and Vendor Related Document | Other Project Management Tools
Starting the Project
Initial Project Meeting Agenda
Project Kickoff meeting for Design Phase or Feasibility Phase
Project Kickoff meeting for Construction Phase
Budget Tools
Workbook includes:
- Construction Project Authorization Form (FM-101C)
- Design Project Authorization Form (FM-101D)
- Client Project Scope and Budget Change Authorization Form (FM-102)
- Facilities Management Design Services Estimate (FM-103D)
- Facilities Management Construction Cost Estimate (FM-103C)
Workbook includes:
- Customer Project Authorization Form (FM-101)
- Customer Project Budget Adjustment Doc (FM-102)
- Facilities Management Cost Estimate (FM-103)
- Project Close Out Document (FM-104)
Professional Billing Rates may be found at:
V:\CommonResources\_PM Tools & Templates\
Project Management Process | Starting the Project | Tracking the Project | Closing a Project or Phase | Purchasing and Vendor Related Document | Other Project Management Tools
Tracking the Project
Request for Information (FM-560) Updated
How to RFI - process for the FM-560
Includes:
- Budget Summary
- Change Order Log
- Procurement Log
Project Management Process | Starting the Project | Tracking the Project | Closing a Project or Phase | Purchasing and Vendor Related Document | Other Project Management Tools
Closing a Project or Phase
Design Phase Completion Sign-off
Construction Phase Completion Sign-off
Project Requirements for Turnover and Closeout
Project Description Form (FM-594)
Project Turnover Checklist (FM-586)
Project Closeout Form (FM-596)
Turnover and Closeout Workbook (Excel versions: FM-594, FM-586, FM-596)
Project Management Process | Starting the Project | Tracking the Project | Closing a Project or Phase | Purchasing and Vendor Related Document | Other Project Management Tools
Purchasing and Vendor Related Documents
Vendor Contract Bid or Award (FM-105)
Help files:
Vendor Change Order Approval (FM-106)
Help files:
Project Management Process | Starting the Project | Tracking the Project | Closing a Project or Phase | Purchasing and Vendor Related Document | Other Project Management Tools