Project Delivery Process
Initiation
Requests for projects are made through the Provost’s office and evaluated with Facilities Management and with regards to the institutional objective and potential funding source. Every project is placed into a category at initiation. The actual delivery process of a project varies upon its category, facilitating the most effective delivery and creating consistency in the process. This sets expectations for every project.
As part of the Capital Planning Process (CPP), before detailed project planning begins, significant projects are identified and approved by the Capital Planning Working Group (CPWG). Smaller projects are typically conceived and approved within the Space Committee or Renewal Principals Group.
Organization
Once a project is initiated, a clear team organization is established to facilitate effective project communication and managing decision making. This ensures the appropriate level of oversight and approvals.
Delivery
Facilities Management manages hundreds of projects varying in complexity, impact, and dollar value annually. In order to deliver projects that meet defined and measurable outcomes, Facilities Management has developed four project categories:
Turnover
The turnover phase is the transition from construction or renovation to occupancy and use. Turnover activities, such as the Building Equipment Data sheet, start during design and are updated throughout the construction and commissioning phases. All information required to support operations and maintenance is submitted prior to substantial completion. At that time, the University accepts the completed project from the contractor and formally assumes the responsibilities of maintenance, security and insurance.
At substantial completion, review and approval of actual work in place is complete and the final punch list is issued. This review and approval is conducted by many of the same individuals who were involved in the design, construction and commissioning phases. The final punch list requires a formal sign-off by Brown, the project architect and engineers. Substantial completion also marks the beginning of the warranty period and typically lasts for a minimum of one year.
During occupancy of the building, the turnover process continues with the completion of all remaining punch list items, seasonal commissioning and monthly close out meetings with major stakeholders. In addition, turnover includes integration into the Facilities Management (FM) Partnership Program, a cooperative effort between building occupants and FM to assure the continued care of buildings.
Project Management Tools
In keeping with the industry’s best practices, Facilities Management has created a suite of tools for oversight and consistency in the execution of all projects.
These tools include both administrative systems and specific project controls designed to help planners and project managers proactively manage and communicate.