Read AppdxG-Formslst0302.PDF text version

PROJECT ADMINISTRATION FORMS AND DOCUMENTS BY TASK SECTION ORDER

(Website-based)

FORM / DOC. NO. PROCED MANUAL TASK NO. DESCRIPTION SECTION 1 - PROJECT IDENTIFICATION AND SCOPE Project Management Plan SECTION 2 - PRELIMINARY RESOURCE PLANNING & IDENTIFICATION CM PM PM GA GA GA GA GA PM CM CM CM CM CM CM CM 3260 3219A 3219B 3219C 3219D 3222A 3222B 3222C 4100 4111 4111A 4111B 4111B1 4111C 4111D 4111E 03.02.06 03.02.19A 03.02.19B 03.02.19C 03.02.19D 03.02.22A 03.02.22B 03.02.22C 04.10.00 04.11.00 04.11.00A 04.11.00B 04.11.00B1 04.11.00C 04.11.00D 04.11.00E 05.01.03 06.03.01 06.03.02 07.06.01 07.07.01 07.08.00 07.08.02 07.16.00 SECTION 3 - PROJECT TEAM ORGANIZATION Master Mailing List RFP Recommendation Memo General Mgr to PSB RFP Response Summary Tabulation Results PSB Agenda Form (Blank Template) PSB Agenda Form (Sample for Consultant Award - 2 pages) RFP Award Letter Template (primary) RFP Award Letter Template (secondary) RFP Award Letter Template (unsuccessful) CM3260-mailistpsb.doc PM3219A-EdtoPSBmem.doc PM3219B-RFPscoresht.xls GA3219C-psbitem.wpd GA3219D-psbitem.csl.wpd future future future pdf CM PM PM PM PM AA AA AA PM CM CM CM PM CM PM PM PM PM PM PM PM PM PM PM 05/18/2001 05/18/2001 05/18/2001 03/22/2002 03/27/2002 03/29/2002 03/21/2001 05/15/2001 05/10/2002 03/27/2002 05/10/2002 05/31/2001 05/31/2001 03/22/2002 03/22/2002 03/22/2002 03/22/2002 05/09/2001 05/15/2002 03/28/2002 03/22/2002 Web File Ext Extern User Access Maint Resp LAST REVISED

FILE NAME

PM

1100

01.01.00

future

NAV

PM

-

pdf

NAV NAV NAV NAV NAV NAV NAV NAV

SECTION 4 - CONSULTANT CONTRACT NEGOTIATION & TASK ORDER PROCUREMENT Project Risk Assessment Form (2 pages) PM4100-RiskAsmtForm.doc Design Services Task Order Signature Page (Sample) CM4111-SigPg-Dsgsample.doc Design Services Task Order Scope of Services Exhibit A (Sample) CM4111A-ExA-dsgsample.doc Design Services Task Order Schedule of Services Exhibit B (Sample) CM4111B-ExB-dsgform.doc Exhibit B Sample Schedule CM4111B1-ExB-samplsched.hco Design Services Task Order Fee Schedule Exhibit C (Sample) CM4111C-ExC-dsgform.doc Sample Cost Proposal CM4111D-samplcostprop.hco Sample Consultant's Organization Chart CM4111E-samplorgchrt.hco.doc SECTION 5 - JOB REQUEST AND ACCOUNTING PROCESS Job Request SECTION 6 - PRELIMINARY DESIGN OR REPORT STUDY PHASE Request for Map/Data Information Letter of Transmittal SECTION 7 - DESIGN PHASE Summary Bid Schedule Sample Bid/Award Schedule Letter to Funding Agency Project Manual Bid Document 95% Checklist Sample Bid-Award & Construction Milestone Schedule Site Certificate Page 1 of 3 GA5100-jobreq11.wpd GA6310-reqmap.wpd GA1010-trnsmtl.doc PM7610-bidsched.wpd PM7710-agencybidawardsched.doc PM7800-reviewchklist95%.xls PM7820-samplebidconssched.doc GA7160-sitecert.wpd

pdf pdf pdf pdf pdf pdf pdf

YES NAV YES YES YES YES YES YES

GA 5100 GA 6310 GA 1010 PM PM PM PM GA 7610 7710 7800 7820 7160

NAV

NAV NAV

pdf

NAV YES YES YES NAV

AppdxG-FormslstWEB.xls

05/13/2002

PROJECT ADMINISTRATION FORMS AND DOCUMENTS BY TASK SECTION ORDER

(Website-based)

FORM / DOC. NO. PROCED MANUAL TASK NO. DESCRIPTION SECTION 8 - BID PHASE Submittal Checklist of Proposed Bid Documents Distribution of Contract Documents Meeting Attendance Sign-in List Post-Bid Pre-Award Documents Request Letter (Sample) PSB Agenda Form (Sample for Contractor Award) Letter of Award to Contractor Construction Contract Award Data Sheet SECTION 9 - CONSTRUCTION MANAGEMENT PHASE Construction Services Task Order Signature Page (Sample) Construction Services Task Order Scope of Services Exhibit A - 6 sheets Construction Services Task Order Schedule of Services Exhibit B Construction Services Task Order Fee Schedule Exhibit C Pre-Construction Conference Agenda (Sample 2 sheets) Notice to Proceed Form Letter Record of Non-Complying Tests Record of Shop Drawings (Legal -Size Sheet) Inspector's Quality Assurance Report (2 pages) Non-Compliance Notice Accident Investigation Report Backcharge Notice (Sample) Daily Report Extra Work - T & M Time & Materials Submission Requirements Work Directive Change (blank template) Work Directive Change (Instruction Form) Change Order (Original) Form (2 pages) Change Order (Instructional Sample) (2 pages) Change Order Cover Sheet PSB Agenda Form for Change Orders (blank template 2 sheets) PSB Agenda Form (Sample for Change Order Approval - 2 sheets) Engineer's Certificate of Substantial Completion Engineer's Certificate of Substantial Completion (Sample) Engineer's Certificate of Final Completion (blank template) Verification Items to Certificate of Final Completion Web File Ext Extern User Access Maint Resp LAST REVISED

FILE NAME

PM PM GA PM GA GA CM CM CM CM CM PM GA FC FC FC FC FC FC FC FC CM CM CM CM CM GA GA CM CM CM CM

8300 8700 1050 8138 81319 8200 8280 9200 9200A 9200B 9200C 9900 9110 91520 9182 9191 91917 91922 91924 9202A 9202B 9203A 9203B 92017A 92017B 92027 92032A 92032B 9220A 9220B 9225A 9225B

08.03.00 08.07.00 08.09.01 08.13.08 08.13.19 08.20.00 08.28.00 09.02.00 09.02.00A 09.02.00B 09.02.00C 09.09.00 09.11.00 09.15.02 09.18.02 09.19.01 09.19.17 09.19.23 09.19.24 09.20.02A 09.20.02B 09.20.03A 09.20.03B 09.20.17A 09.20.17B 09.20.27 09.20.32 09.20.32 09.22.06A 09.22.06B 09.22.14A 09.22.14B

PM8300-bid_doc.lst.wpd PM8700-contdist.tml.wpd GA1050-sign_in.wpd PM8138-postbiddocsrequest.doc GA81319-psbitem.cnt.doc future future CM9200-SigPg-consform.doc CM9200A-exhib-a.wpd CM9200B-exhib-b.wpd CM9200C-exhib-c.doc PM9900-preconagenda.doc future FC91520-noncompl.rec.wpd FC9182-shopdwg.frm.wpd FC9191-inspectorQAR.hco.doc FC91917-noncompl.not.wpd future future FC9202A-dlyxtra.frm.wpd future CM9203A-workdirform.doc CM9203B-workdirsample.doc CM92017A-chgorder.wpd CM92017B-c_o_inst.wpd CM92027-coversht.co.wpd GA92032A-psbitem.co.wpd GA92032B-psbitem.coB.wpd CM9220A-certcomp.sub.wpd CM9220B-certsmpl.sub.wpd CM9225A-certfnlcomp.doc CM9225B-verifcertfnl.doc pdf pdf pdf

NAV NAV NAV YES NAV NAV NAV

PM PM PM PM PM PRM CM CM CM CM CM PM PRM PM PM PM PM PM PM PM PM CM CM CM CM CM PM PM CM PM CM PM

03/22/2002 03/22/2002 03/22/2002 05/14/2002 05/10/2002 04/02/2001 05/21/2001 03/21/2001 03/21/2001 03/27/2002 03/22/2002 03/22/2002 01/14/1999 03/22/2002 03/22/2002 05/16/2001 04/02/2001 03/22/2002 03/22/2002 03/22/2002 03/22/2002 03/27/2002 05/10/2002 05/10/2002 03/22/2002 08/09/2001

pdf

pdf pdf pdf pdf pdf pdf pdf

NAV YES YES YES YES NAV YES NAV YES YES NAV NAV YES NAV YES YES YES YES NAV NAV NAV YES YES YES YES

AppdxG-FormslstWEB.xls

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05/13/2002

PROJECT ADMINISTRATION FORMS AND DOCUMENTS BY TASK SECTION ORDER

(Website-based)

FORM / DOC. NO. CM CM CM CM CM GA GA GA GA GA PM PM PM 9230 9233 9234 9236 9237 9238A 9238B 9238C 9238D 9238E 9240 9340 9350 PROCED MANUAL TASK NO. DESCRIPTION 09.23.01 09.23.03 09.23.04 09.23.06 09.23.07 09.23.08A 09.23.08B 09.23.08C 09.23.08D 09.23.08E 09.23.18 09.34.00 09.35.00 10.01.00 11.03.42 11.03.43A 11.03.43B Construction Project Close-Out Requirements Contractor's Release of Liens Affidavit (Final) Subcontractor's Waiver of Lien Completed Operations Insurance Sample Letter Consent of Surety to Final Payment Fire Hydrant Construction Meter Application Instructions to Contractors Requesting Fire Hydrant Meter Meter Removal Form Violation-Tampering Form Fire Hydrant Meter Issuance & Accounting Procedures (3 pages) Evaluation of Contractor's Performance Distribution of Project Close-Out Submittals Performance Evaluation of Consultant SECTION 10 - WARRANTY PHASE Request for Remedy of Work Under Warranty Provisions SECTION 11 - PAYMENT PROCESS Record of Employee Interview Exhibit D Application for Payment (print CM11343B on back of this sheet) Application for Payment Continuation Sheet Web File Ext Extern User Access NAV YES YES NAV NAV NAV NAV NAV NAV NAV NAV NAV NAV Maint Resp CM CM CM CM CM ESM ESM ESM ESM ESM PM PM PM PM CM CM CM LAST REVISED 03/22/2002 03/22/2002 04/07/2001 04/07/2001 04/07/2001 04/07/2001 03/01/2000 03/22/2002 05/07/2001 03/22/2002 05/10/2002 03/22/2002 03/22/2002

FILE NAME future CM9233-affidavi.wpd CM9234-waiver.wpd future future GA9238A-FHConstMtrApp.doc GA9238B-InstToContrFHMtr.doc GA9238C-MeterRemoval.doc GA9238D-MeterViolation.doc GA9238E-FHMeterProcedures.doc future PM9340-prjtclos.tml.wpd PM9350-consulevalfrm2.xls PM1010-defctwrk.wpd CM11342-empsurvy-frm.doc CM11343A-app4pay.frm.wpd CM11343B-app4pay.pg2.wpd

pdf pdf pdf pdf pdf pdf pdf pdf pdf

PM 1010 CM 11342 CM 11343A CM 11343B

NAV

YES YES YES

FORM / DOCUMENT TYPE LEGEND GA = General Administration CM = Contracts Management FC = Field Construction PM = Project Management NAV = Not Available - for internal use only MISCELLANEOUS REFERENCE DOCUMENTS - SEE TAB 11 OF PROCEDURES MANUAL

AppdxG-FormslstWEB.xls

Page 3 of 3

05/13/2002

PROJECT ADMINISTRATION FORMS AND DOCUMENTS LIBRARY INDEX

FORM / DOC. NO. DESCRIPTION CONTRACTS MANAGEMENT: Master Mailing List Design Services Task Order Signature Page (Sample) Design Services Task Order Scope of Services Exhibit A (Sample) Design Services Task Order Schedule of Services Exhibit B (Sample) Exhibit B Sample Schedule Design Services Task Order Fee Schedule Exhibit C (Sample) Sample Cost Proposal Sample Consultant's Organization Chart Construction Contract Award Data Sheet Construction Services Task Order Signature Page (Sample) Construction Services Task Order Scope of Services Exhibit A Construction Services Task Order Schedule of Services Exhibit B Construction Services Task Order Fee Schedule Exhibit C Work Directive Change (blank template) Work Directive Change (Instruction Form) Engineer's Certificate of Substantial Completion Engineer's Certificate of Substantial Completion (Sample) Engineer's Certificate of Final Completion (blank template) Verification Items to Certificate of Final Completion Construction Project Close-Out Requirements Contractor's Release of Liens Affidavit (Final) Subcontractor's Waiver of Lien Completed Operations Insurance Sample Letter Consent of Surety to Final Payment Record of Employee Interview Exhibit D Application for Payment (print CM11343B on back of this sheet) Application for Payment Continuation Sheet Change Order (Original) Form (2 pages) Change Order (Instructional Sample) (2 pages) Change Order Cover Sheet FILE NAME

CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM CM

3260 4111 4111A 4111B 4111B1 4111C 4111D 4111E 8280 9200 9200A 9200B 9200C 9203A 9203B 9220A 9220B 9225A 9225B 9230 9233 9234 9236 9237 11342 11343A 11343B 92017A 92017B 92027

CM3260-mailistpsb.doc CM4111-SigPg-Dsgsample.doc CM4111A-ExA-dsgsample.doc CM4111B-ExB-dsgform.doc CM4111B1-ExB-samplsched.hco CM4111C-ExC-dsgform.doc CM4111D-samplcostprop.hco CM4111E-samplorgchrt.hco future CM9200-SigPg-consform.doc CM9200A-exhib-a.wpd CM9200B-exhib-b.wpd CM9200C-exhib-c.wpd CM9203A-workdirform.doc CM9203B-workdirsample.doc CM9220A-certcomp.sub.wpd CM9220B-certsmpl.sub.wpd CM9225A-certfnlcomp.doc CM9225B-verifcertfnl.doc future CM9233-affidavi.wpd CM9234-waiver.wpd future future CM11342-empsurvy-frm.doc CM11343A-app4pay.frm.wpd CM11343B-app4pay.pg2.wpd CM92017A-chgorder.wpd CM92017B-c_o_inst.wpd CM92027-coversht.co.wpd

FIELD CONSTRUCTION: FC FC FC FC FC FC FC FC 9182 9191 9202A 9202B 91520 91917 91922 91924 Record of Shop Drawings (Legal -Size Sheet) Inspector's Quality Assurance Report (2 pages) Daily Report Extra Work - T & M Time & Materials Submission Requirements Record of Non-Complying Tests Non-Compliance Notice Accident Investigation Report Backcharge Notice (Sample) FC9182-shopdwg.frm.wpd FC9191-inspectorQAR.hco FC9202A-dlyxtra.frm.wpd future FC91520-noncompl.rec.wpd FC91917-noncompl.not.wpd future future

FrmLibryIndx.xls

Page 1 of 2

Rev. 04/02/02

PROJECT ADMINISTRATION FORMS AND DOCUMENTS LIBRARY INDEX

FORM / DOC. NO. DESCRIPTION GENERAL ADMINISTRATION: Letter of Transmittal Meeting Attendance Sign-in List PSB Agenda Form (Blank Template) PSB Agenda Form (Sample for Consultant Award - 2 pages) RFP Award Letter Template (primary) RFP Award Letter Template (secondary) RFP Award Letter Template (unsuccessful) Job Request Request for Map/Data Information Site Certificate Letter of Award to Contractor Notice to Proceed Form Letter Fire Hydrant Construction Meter Application Instructions to Contractors Requesting Fire Hydrant Meter Meter Removal Form Violation-Tampering Form Fire Hydrant Meter Issuance & Accounting Procedures (3 pages) PSB Agenda Form (Sample for Contractor Award) PSB Agenda Form for Change Orders (blank template 2 sheets) PSB Agenda Form (Sample for Change Order Approval) PROJECT MANAGEMENT: Project Management Plan Request for Remedy of Work Under Warranty Provisions RFP Recommendation Memo General Mgr to PSB RFP Response Summary Tabulation Results Project Risk Assessment Form (2 pages) Summary Bid Schedule Sample Bid/Award Schedule Letter to Funding Agency Project Manual Bid Document 95% Checklist Sample Bid-Award & Construction Milestone Schedule Post-Bid Pre-Award Documents Request Letter (Sample) Submittal Checklist of Proposed Bid Documents Distribution of Contract Documents Evaluation of Contractor's Performance Distribution of Project Close-Out Submittals Performance Evaluation of Consultant Pre-Construction Conference Agenda (Sample 2 sheets) FILE NAME

GA GA GA GA GA GA GA GA GA GA GA GA GA GA GA GA GA GA GA GA PM PM PM PM PM PM PM PM PM PM PM PM PM PM PM PM

1010 1050 3219C 3219D 3222A 3222B 3222C 5100 6310 7160 8200 9110 9238A 9238B 9238C 9238D 9238E 81319 92032A 92032B 1100 1010 3219A 3219B 4100 7610 7710 7800 7820 8138 8300 8700 9240 9340 9350 9900

GA1010-trnsmtl.doc GA1050-sign_in.wpd GA3219C-psbitem.wpd GA3219D-psbitem.csl.wpd future future future GA5100-jobreq11.wpd GA6310-reqmap.wpd GA7160-sitecert.wpd future future GA9238A-FHConstMtrApp.doc GA9238B-InstToContrFHMtr.doc GA9238C-MeterRemoval.doc GA9238D-MeterViolation.doc GA9238E-FHMeterProcedures.doc GA81319-psbitem.cnt.doc GA92032A-psbitem.co.wpd GA92032B-psbitem.coB.wpd

future PM1010-defctwrk.wpd PM3219A-EdtoPSBmem.doc PM3219B-RFPscoresht.xls PM4100-RiskAsmtForm.doc PM7610-bidsched.wpd PM7710-agencybidawardsched.doc PM7800-reviewchklist95%.xls PM7820-samplebidconssched.doc PM8138-postbiddocsrequest.doc PM8300-bid_doc.lst.wpd PM8700-contdist.tml.wpd future PM9340-prjtclos.wpd PM9350-consulevalfrm2.xls PM9900-preconagenda.doc

MISCELLANEOUS REFERENCE DOCUMENTS - SEE TAB 11 OF PROCEDURES MANUAL

FrmLibryIndx.xls

Page 2 of 2

Rev. 04/02/02

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