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      % of CD development Date:       Please read the following instructions: Estimated NTP Date inj u l i e . h e i l a n d @a u st i n . u t e x a s. e d u Contract specialist: schedules Pre-Proposal, Site Visit and Bid opening meetings (MS Outlook) during the project bidding phase and will assist with scheduling dates using the Procurement and Compliance software FileMaker. Please contact your assigned contract specialist with scheduling needs when your project begins CD phase. Provide your contract specialist the project information for the Managers meeting list. UT PMCS S p ecification Standards and SOP available at http://www.utexas.edu/pmcs/services/bid.html Frontend Checklist shall be included if not previously submitted: ∑ Three (3) weeks before estimated Notice to Bidders date: Submit by all final CD review routings, before 100% CD approval routing. ∑ Early design document review routing; insert TBD (to be determined) to acknowledge that other information is pending or N/A (not applicable). Include a revised/final checklist and the 100% CD TOC at or before 100% CD approval routing. Allow standard time for approval routing (3-5 days) Project Manager shall provide Compliance Manager: Procurement and ∑ final approved 100% CD routed with all required signatures (final WHT signature) ∑ the original technical specifications – unbound, single sided, paginated for ∑ 2-sided printing Sealed Original Drawings unbound Must be received no later than 48 hours before the Notice to Proposers Solicitation date and posting of project (where it applies) in order to not delay the project NTP – any alternative submissions (example: PDF upload on SharePoint) must be accepted with pre-approval by the Procurement and Compliance department for scheduling process. 1. PSP or PM General Project Information Project Name:       Capital Project -CP#:      Bldg. Abbreviated Initial:       Building Name:       Project Professional Service Provider: yes no If yes, please complete the following: Prime PSP Company Prime Contact Name Physical Street Address City, State, Zip Code Phone Fax Email                                           Engineer Firm Registration No. (if applicable)       Sub #1 PSP Company Prime Contact Name Physical Street Address City, State, Zip Code Phone Fax Email Engineer Firm Registration No.                                                 Sub #2 PSP Company Prime Contact Name             Project Frontend Checklist 9/17/13 page 1 " id="pdf-obj-0-3" src="pdf-obj-0-3.jpg">

     

% of CD development

Date:      

Please read the following instructions:

Estimated NTP Date in FileMaker:

     

When complete email to your contract specialist: j u l i e . h e i l a n d @a u st i n . u t e x a s. e d u Contract specialist: schedules Pre-Proposal, Site Visit and Bid opening meetings (MS Outlook) during the project bidding phase and will assist with scheduling dates using the Procurement and Compliance software FileMaker. Please contact your assigned contract specialist with scheduling needs when your project begins CD phase.

Provide your contract specialist the project information for the Managers meeting list.

UT PMCS Specification Standards and SOP available at

Frontend Checklist shall be included if not previously submitted:

Three (3) weeks before estimated Notice to Bidders date: Submit by all final CD review routings, before 100% CD approval routing.

Early design document review routing; insert TBD (to be determined) to acknowledge that other information is pending or N/A (not applicable).

Include a revised/final checklist and the 100% CD TOC at or before 100% CD approval routing. Allow standard time for approval routing (3-5 days)

Project

Manager

shall

provide

Compliance Manager:

Procurement

and

final approved 100% CD routed with all required signatures (final WHT signature)

the

original

technical

specifications

unbound,

single

sided,

paginated

for

2-sided printing Sealed Original Drawings unbound

Must be received no later than 48 hours before the Notice to Proposers Solicitation date and posting of project (where it applies) in order to not delay the project NTP – any alternative submissions (example: PDF upload on SharePoint) must be accepted with pre-approval by the Procurement and Compliance department for scheduling process.

1. PSP or PM General Project Information
1.
PSP or PM General Project Information

Project Name:      

Capital Project -CP#:      Bldg. Abbreviated Initial:       Building Name:       Project Professional Service Provider: yes no
Capital Project -CP#:     
Bldg. Abbreviated Initial:      
Building Name:
     
Project Professional Service Provider: yes
no
If yes, please complete the following:
Prime PSP Company
Prime Contact Name
Physical Street Address
City, State, Zip Code
Phone
Fax
Email
     
     
     
     
     
     
     
Engineer Firm Registration No. (if applicable)
     
Sub #1 PSP Company Prime Contact Name Physical Street Address City, State, Zip Code Phone Fax
Sub #1 PSP Company
Prime Contact Name
Physical Street Address
City, State, Zip Code
Phone
Fax
Email
Engineer Firm Registration No.
     
     
     
     
     
     
     
     
Sub #2 PSP Company
Prime Contact Name
     
     
Physical Street Address City, State, Zip Code Phone Fax Email Engineer Firm Registration No.            
Physical Street Address City, State, Zip Code Phone Fax Email Engineer Firm Registration No.            
Physical Street Address
City, State, Zip Code
Phone
Fax
Email
Engineer Firm Registration No.
     
     
     
     
     
     
Sub #3 PSP Company
Prime Contact Name
Physical Street Address
City, State, Zip Code
Phone
Fax
Email
Engineer Firm Registration No.
     
     
     
     
     
     
     
     
Provide name and email of all additional PSP team members for final design and bid phase correspondence:
Name      
email
     
Name      
email
     
Name      
email
     

Abbreviated Written Summary – SKIP if JOC      

Alternates

 

None

None or

or

Yes

list below

Add

1.

Add

2.

Add

3.

Add

4.

Unit Prices

 

None

None or

or

Yes

list below (denote Dollar$ type per; square foot, unit, each, linear foot, etc.)

 

1.

Dollars $

_______

per      

2.

Dollars $

_______

per      

3.

Dollars $

_______

per      

4.

Dollars $

_______

per      

Unit Price language      

Technical Specification Table of Contents: list below or email MS Word document as attachment to this document.

     

List of Drawings: list below or email MS Word document as attachment

      Size of Drawings
     
Size of Drawings
Physical Street Address City, State, Zip Code Phone Fax Email Engineer Firm Registration No.            

24x36 (Arch D, Océ D+) Project Frontend Checklist

9/17/13

page 2

30x42 (Arch E1, Océ 30”) 22x34 (A1, ANSI D, Océ D) 11x17 only (A3) Other:      
30x42 (Arch E1, Océ 30”) 22x34 (A1, ANSI D, Océ D) 11x17 only (A3) Other:      

30x42 (Arch E1, Océ 30”)

22x34 (A1, ANSI D, Océ D)

11x17 only (A3)

Other:      

Provide/Confirm the Professional Service Providers (PSP) Standards and Guidelines website information has been disclosed to the PSP.

Yes No 2. Project Manager Project Specific Information
Yes
No
2. Project Manager Project Specific Information

Anticipated Solicitation Date (Notice to Proposers):

(for CMR/DB, GMP package - skip and go to

      Delivery Method Additional Project Specific Information below) Estimated Base Bid $       Project Manager:       PM Initials:      Phone #:      email:      

Project Construction Coordinator:       Project Type: (example: classroom renovation, lab, office, etc.):       Gross Project Related Square Footage:       Printing & Delivery Charges WO#       Contractor Warranty:      Year(s) Additional Warranties (give details):      

Days for Bonds & Insurance: 7

30x42 (Arch E1, Océ 30”) 22x34 (A1, ANSI D, Océ D) 11x17 only (A3) Other:      

or 14

30x42 (Arch E1, Océ 30”) 22x34 (A1, ANSI D, Océ D) 11x17 only (A3) Other:      

for projects out of Austin area

Work Progress Schedule

Number of Calendar Days:

     

Available work times:

     

-OR-
-OR-

Special Work/Site Limitations:

     

Scheduled Second Site Visit:

date:      

time:      

meeting place:

garages:     

Start Date:

     

End Date:      

Contact Availability during 21-day Bid Phase Project Schedule. Availability dates are required:

Alternative contact information must be provided if box is checked No: (Ex: John will be out of town and Tom will take his place.)

Project Manager

Availability Dates

Yes

Yes No PM available on Notice to Proposers date.      

No

Yes No PM available on Notice to Proposers date.      

PM available on Notice to Proposers date.      

Yes

Yes No PM available on Pre-Proposal Conference date.      

No

Yes No PM available on Pre-Proposal Conference date.      

PM available on Pre-Proposal Conference date.      

Yes

Yes No PM available on Second Site Visit date (if applicable).      

No

Yes No PM available on Second Site Visit date (if applicable).      

PM available on Second Site Visit date (if applicable).      

Yes

Yes No PM available for review on Addendum due date .      

No

Yes No PM available for review on Addendum due date .      

PM available for review on Addendum due date.      

Yes

Yes No PM available on Public Bid Opening date.      

No

Yes No PM available on Public Bid Opening date.      

PM available on Public Bid Opening date.      

Professional Service Provider

Yes

Yes No PSP available on NTP solicitation date.      

No

Yes No PSP available on NTP solicitation date.      

PSP available on NTP solicitation date.      

Yes

Yes No PSP available on Pre-Proposal Conference date.      

No

Yes No PSP available on Pre-Proposal Conference date.      

PSP available on Pre-Proposal Conference date.      

Yes

Yes No PSP available on Second Site Visit date (if applicable).      

No

Yes No PSP available on Second Site Visit date (if applicable).      

PSP available on Second Site Visit date (if applicable).      

Yes

Yes No PSP available on Addendum due date.      

No

Yes No PSP available on Addendum due date.      

PSP available on Addendum due date.      

Construction Coordinator Yes No CC available on Pre-Proposal Conference Site Visit date.       Yes No CC

Construction Coordinator

Yes

Yes No CC available on Pre-Proposal Conference Site Visit date.      

No

  • CC available on Pre-Proposal Conference Site Visit date.      

Yes

Yes No CC available on Second Site Visit date (if applicable).      

No

  • CC available on Second Site Visit date (if applicable).      

Construction Prime Bid Category (mark one) :

General Contractor: or Mechanical: Electrical: Fire Alarm: Fire Protection (Sprinklers): Exterior: Site Work: Roofing Landscape Other
General Contractor:
or
Mechanical:
Electrical:
Fire Alarm:
Fire Protection (Sprinklers):
Exterior:
Site Work:
Roofing
Landscape
Other (provide):
     

Project Delivery Method

Competitive Sealed Proposal:

Construction Coordinator Yes No CC available on Pre-Proposal Conference Site Visit date.       Yes No CC

Conventional Bid:

Conventional Bid:

Sole Source:

Sole Source: *

*

RFQ

RFQ

RFP for CMR

RFP for CMR *

*

CMR GMP:

*

Initial RFP Design Build:

Initial RFP Design Build:

*

Design Build GMP:

 

*

JOC –coefficient

JOC – coefficient * JOC – IDIQ - UPG * JOC - IDQ * JOC-OOL *

*

JOC – IDIQ - UPG

JOC – IDIQ - UPG

*

JOC - IDQ

JOC – coefficient * JOC – IDIQ - UPG * JOC - IDQ * JOC-OOL *

*

JOC-OOL

JOC – coefficient * JOC – IDIQ - UPG * JOC - IDQ * JOC-OOL *

*

* see additional delivery method specific project information section below

Liquidated Damages:

$      per calendar day

Special Liquidated Damages:

      Quality Control Allowance:$      Other Allowances:      

Trenching: yes All Work Interior:

no yes no
no
yes
no
Funding Source Provost / Departmental Funded: yes no % of Project       R&R: yes no %
Funding Source
Provost / Departmental Funded: yes
no
% of Project      
R&R: yes
no
% of Project      
Grants*: yes
no
% of Project      
Federal Funding *: yes
no
% of Project      

*Attach Federal Funding or Grant agreement requirements (Davis Bacon required, Specific required usage of funds, etc.)

Distribution

Client Contacts:

 
 

Name

Title

Email

Phone

Campus Mail Code

1.

2.

3.

Project Team members and/or In-House design staff: (will receive one set of specs and half size

Project Team members and/or In-House design staff: (will receive one set of specs and half size drawing)

Name

Phone

Email

  • 1.      

  • 2.      

Standard In-House distribution list (check if applicable) each will receive one set of specs and half size drawing unless otherwise requested

  • PM

  • Const. Coordinator

  • Bryan Sloane – CADD Coor. – notification only

  • Mindy Cool – Procurement and Compliance

  • Muriel Kruse – HUB Coordinator. – spec only

  • Francis Bohn – ADA

  • Lane Hicks (temporary) - EHS

  • Albert Schuman - Utilities

  • Leonard Friesenhahn – Utilities - Mechanical

  • Jim Crump/Dave Gupton - Maintenance

  • Zone #       Manager Name:      

  • Mark White– FS – BOS

  • Julian Gutierrez - ITS

  • Gary Killinger – Locks and Keys – not if H&F

  • David Madole – Fire Prevention

  • Joshua Lambert – Fire Prevention

  • Tammy Swaton – Fire Safety Systems Shop

Provide requested additional sets or other:

Name Organization Number of Additional Sets                                                       3.
Name
Organization
Number of Additional Sets
     
     
     
     
     
     
     
     
     
3.
Delivery Method Additional Project Specific Information (Sole Source, CMR, Design Build, or JOC)

Sole Source Project Additional Information Include/attach:

Yes

  • No

  • (1) Sole Source approval from Director

Yes

  • No

  • (2) Sole Source Contractors’ preliminary proposal with dollar amount.

Provide Sole Source Project Contractor Contact Information:

Contractor Company

 

Contact Name

Physical Street Address

 

City, State, Zip Code

Phone       Project Frontend Checklist

9/17/13

page 5

Fax       Email       Sole Source PM Scheduling: Confirm project contact availability. Pre-Proposal Conference: date.      

Fax      

Email      

Sole Source PM Scheduling: Confirm project contact availability.

Pre-Proposal Conference:

date.      

Proposed available time:

Proposed location:

FC1 Tele-conference Other       Yes No Confirm availability of the Contractor and the Construction Coordinator with
FC1
Tele-conference
Other      
Yes
No
Confirm availability of the Contractor and the Construction Coordinator with the proposed Pre-Proposal date.

JOC Type Project Additional Information

Anticipated Solicitation Date:

     

JOC Background Summary:

     

JOC Project Written Summary:

     

Fax       Email       Sole Source PM Scheduling: Confirm project contact availability. Pre-Proposal Conference: date.      

General Info Meeting: yes Pre-Proposal Meeting Location:

Fax       Email       Sole Source PM Scheduling: Confirm project contact availability. Pre-Proposal Conference: date.      

no       (if other than FC1)

Additional Pre-Proposal Meeting Information:

     

Section 7:

Section 5:

Excel Spreadsheet (provided by JOC department)

Specifications & Drawings:

-AND / OR-
-AND / OR-

Drawings bound separately:

Within Word Document

Specs within frontend (word format)

Section 9:

Fax       Email       Sole Source PM Scheduling: Confirm project contact availability. Pre-Proposal Conference: date.      

Sample Forms Less value: $

Maximum $      

  • Separate Volume (Standard Details and Drawings)

  • Sample Project

Fax       Email       Sole Source PM Scheduling: Confirm project contact availability. Pre-Proposal Conference: date.      
Fax       Email       Sole Source PM Scheduling: Confirm project contact availability. Pre-Proposal Conference: date.      

     

Fax       Email       Sole Source PM Scheduling: Confirm project contact availability. Pre-Proposal Conference: date.      

CMR or Design Build Project Additional Information RFP additional information:

Project/building historical background:

 

Mission Statement:

Scope and Budget

Schedule and phasing:

GMP Package additional information:

 

CMR/DB Volume I Proposal title:

(ex. RFP, RFQ, ITP)

Provide CMR or Design Build Contact Information:

Contractor Company Name:       Contact Name Physical Street Address City, State, Zip Code Phone Fax email
Contractor Company Name:
     
Contact Name
Physical Street Address
City, State, Zip Code
Phone
Fax
email
     
     
     
     
     
     

Original CMR/DB title:

     

Additional GMP title:       (ex. C-1 GMP-1) Project Frontend Checklist

9/17/13

Fax       Email       Sole Source PM Scheduling: Confirm project contact availability. Pre-Proposal Conference: date.      

CMR or

Fax       Email       Sole Source PM Scheduling: Confirm project contact availability. Pre-Proposal Conference: date.      

DB

page 6

PSP release date for final construction document review (schedule two weeks before NTP date) Procurement and

PSP release date for final construction document review (schedule two weeks before NTP date) Procurement and Compliance Department receipt of final approved w/ signatures routed construction documents date (FileMaker date - schedule one week before CMR/Design Build NTP date) CMR / Design Build NTP date (date on all documents)