Fillable Printable Planning and Construction Management Service Catalog
Fillable Printable Planning and Construction Management Service Catalog
Planning and Construction Management Service Catalog
PLANNING AND CONSTRUCTION MANAGEMENT SERVICE CATALOG
SERVICE SHEET TEMPLATE ELEMENTS
Agreed Service Sheets:
1. Construction Management – Planning and Feasibility
2. Construction Management – Execution
3. Interior Design – Planning and Feasibility
4. Interior Design – Execution
1- Construction Management – Planning and Feasibility
1. What is the
service?
Description
a. Service
Summary
Planning and feasibility within Construction Management provides the project
planning and preconstruction services for new government construction,
building renovation, and building systems upgrade. This includes the review
and approval of the work for any consultants and contractors hired in this
phase. The project goals and scope are finalized and documented. An initial
feasibility study can be done in order for the client to determine the projects
viability. A project budget is also developed as part of this service.
Another important service within planning and feasibility that can be provided
is the development of presentation materials for the project, facilitate
discussion of funding options, and project funding approval.
b. What is
included?
General Consultation
Establish initial project goals-meet with customer to identify and document
the customer’s needs and ultimate goal. Including energy studies and
certifications
Scope development-create clear and complete project scope
Planning-develop a plan for the most efficient and least disruptive method of
completing the project. This includes possibility for phasing projects.
Cost estimating-provide estimates of construction projects budgets
Soliciting contract-provide the services for necessary contracts for the
planning and feasibility. This generally would be for Architects and/or
Engineers.
Provide a baseline for progress measurement and project control
Establish project financing- identify finance options for a project
Project Schedule-create project timeline with key deliverables and
milestones.
c. What is not
We do not disseminate information to our customer’s staff. Therefore, an
included in the
service?
agency contact will be provided by the customer to be the project point of
contact and disseminator of information to the customer’s staff. We cannot
fulfill the role of the agency contact.
d. Offerings
and options
These services would need to be provided together.
A rough project budget estimate can be provided with sufficient information.
Development of presentation packages for approval and funding for project.
e. Service
prerequisites
Clear understanding of the customers’ needs, goals, and project timeline.
f. (Service-
specific)
Customer and
provider
responsibilities
Planning and Construction Management responsibilities:
Prepare a written budget estimate
Develop and present a project schedule estimate
Develop and present a project scope
Develop and present a project objectives
Develop and present a presentation documents
Develop and present a list of project risks
Customer responsibilities:
Agency timeline for project
Goals of the project
Budget limitations
Agency specific needs
Agency risks - identification of the agency specific risks
Statement of work
Determine security needs
Appoint an agency contact designee
2. How is the
service
requested?
Description
a. How is this
service
requested?
Through a Project Authorization (PA) request. Call one of the staff listed on
the webpage, or send requests to the specific email address.
Additional information can also be found on the webpage:
http://www.oregon.gov/DAS/EAM/Pages/pcm/index.aspx
b. What forms
are used/
needed to
request this
service?
PA request located at:
http://www.oregon.gov/DAS/EAM/pcm/docs/project_authorization_201106.pdf
c. When can
you expect to
have your
service request
fulfilled?
If the essential information is provided by the customer, the task can be
completed in one to three weeks. If the project is complex and incomplete
information is provided, the timeline would be extended.
3. How do I
get help? How
Description
does P&CM
provide
support to
customers?
a. Self-service
support
References for the following resources are found on the P&CM website:
How to plan an office relocation
Funding resources
Description of the phases of a project
Discussion of how you can help with the project
The P&CM website:
http://www.oregon.gov/DAS/EAM/Pages/pcm/index.aspx
Policy on procedures for requesting help:
http://www.oregon.gov/DAS/EAM/docs/1256220.pdf
Technical standards for remodeling or modifications:
http://www.oregon.gov/DAS/EAM/docs/1256211.pdf
b. How to
request support
All documents and contact numbers are available at:
http://www.oregon.gov/DAS/EAM/Pages/pcm/index.aspx
c. When can
you expect to
get a
response?
You will be contacted within two business days when the request is sent to
the email address: Need new email address
2- Construction Management – Execution
1. What is the
service?
Description
a. Service
Summary
Execution within Construction Management provides the project management
of the construction project. This includes resource management and contract
management. In this service we monitor, identify, and mitigate any project
risks.
Ongoing project updates including timeline and budget changes are part of
this service.
b. What is
included?
General Consultation
Facilitation of information meetings- schedule, coordinate and run
meetings
Solicit, manage, and administer contracts- These are contracts related to
the actual construction project and will include Construction firms, Architects,
and Engineers
Managing and directing the assigned project resources and staff-
oversight of any staff that are assigned to the project
Responsible for identifying, monitoring, documenting, and responding
to risk
Controls and monitors key project elements —project scope, time, cost,
and quality
Point of contact for building/site- the project manager will be the only point
of contact that agencies need to work with on our projects
Site inspection (ongoing/final) - throughout the project inspections are
conducted to verify progress and work quality.
Develop full-scale project plans and associated communications
documents
Develop and deliver progress reports, proposals, requirements
documentation, and presentations
Review and provide floor plan drawings- these can be either PDF or CAD
documents
Invoice review and approval- every invoice is reviewed and either
approved or corrected
Project close out – A close out document is completed once all of the work
is completed and all payments have been made
c. What is not
included in the
service?
We do not disseminate information to our customer’s staff. Therefore, an
agency contact will be provided by the customer to be the project point of
contact and disseminator of information to the customer’s staff. We cannot
fulfill the role of the agency contact.
d. Offerings
and options
All of these services would be supplied together. They should not be broken
out. All can be codependent based on the project type and size. They may
not all be required on all projects.
Ad hoc construction and project management consultation services.
Drawings can be provided in CAD or PDF and either electronically, on CD,
flash drive, or hard copy.
e. Service
prerequisites
Budget commitment by the agency.
Planning feasibility to be complete.
A signed contract between the agency and P&CM.
f. (Service-
specific)
Customer and
provider
responsibilities
Planning and Construction Management responsibilities:
Written project timeline reports
Written project status reports
Written list of additional scope needs
Written list of contractor staff for background checks
Written budget execution updates
Written project completion memo
Written final budget
Client responsibilities:
Quickly provide any changes in scope, budget, or the timeline
Contractor background checks
Communicate with their staff and decision makers
Respond within agreed upon timeline
Appoint an agency contact designee
2. How is the
service
requested?
Description
a. How is this
service
requested?
Through a Project Authorization (PA) request. Call one of the staff listed on
the webpage, or send requests to the specific email address.
Additional information can also be found on the webpage:
http://www.oregon.gov/DAS/EAM/Pages/pcm/index.aspx
b. What forms
are used/
needed to
request this
service?
PA request located at:
http://www.oregon.gov/DAS/EAM/pcm/docs/project_authorization_201106.pdf
c. When can
you expect to
have your
service request
fulfilled?
By the date agreed to in the project timeline
3. How do I
get help? How
does P&CM
provide
support to
customers?
Description
a. Self-service
support
Project phase description is located on our website:
http://www.oregon.gov/DAS/EAM/Pages/pcm/index.aspx
b. How to
request support
Call to:
Nora Leahy at 503-373-7169
Barry Jones at 503-373-7211
Or
Complete a Project Authorization request found at:
http://www.oregon.gov/DAS/EAM/pcm/docs/project_authorization_201106.pdf
c. When can
you expect to
get a
response?
You will be contacted within two business days when the request is sent to
the email address: Need new email address
3- Interior Design – Planning and Feasibility
1. What is the
service?
Description
a. Service
Summary
Planning and feasibility within Interior Design provides the interior project
planning and design services. This includes the review and approval of the
work of any consultants and contractors hired in this phase. The project goals
and scope are finalized and documented. An initial feasibility study can be
done in order for the client to determine the projects viability. A project budget
is also developed as part of this service.
Another important service that can be provided is to develop a presentation
packet for project and project funding approval. Floor plan design documents
are also developed and provided.
b. What is
included?
General Consultation
Program Requirements
Develop and distribute program requirement documents and surveys to
agency contacts to gather agency program needs.
Space Planning
Develop preliminary space plan layouts, in AutoCAD, identifying work unit
adjacencies and locations on the floor plan that work with agency
program needs, and best fits within the building floor plan. The DAS
Interior Project Manager works with the agency Point of Contacts (POC)
to refine, and finalize the design of the space plan layout.
Interior Design
Utilize existing systems furniture in the new design or select and propose
new materials, interior finishes, and new free standing furniture as needed
for tenant improvements, and present selections to agency POCs for
approval.
Budget Development
Develop the project budget based upon the initial design and projected
products, services, and resources needed to complete the project
implementation.
Schedule Development
Develop the project schedule based upon the initial design and projected
timelines needed to complete the project implementation.
c. What is not
included in the
service?
We do not disseminate information to our customer’s staff. Therefore, an
agency contact will be provided by the customer to be the project point of
contact and disseminator of information to the customer’s staff. We cannot
fulfill the role of the agency contact.
d. Offerings
P&CM can break out the programming, space planning, and interior design
and options
portions of this and provide it as a separate service. We can also assist in
finding used furniture when appropriate.
e. Service
prerequisites
Clear understanding of the customers’ needs, goals, and project timeline.
f. (Service-
specific)
Customer and
provider
responsibilities
Planning and Construction Management responsibilities:
Written budget estimate
Written project schedule estimate
Written project scope
Written project objectives
Written presentation documents
Written list of project risks
Customer responsibilities:
Agency timeline for project
Goals of the project
Budget limitations
Agency specific needs
Agency risks - identification of the agency specific risks
Statement of work
Determine security needs
Appoint an agency contact designee
2. How is the
service
requested?
Description
a. How is this
service
requested?
Through a Project Authorization (PA) request. Call one of the staff listed on
the webpage, or send requests to the specific email address.
Additional information can also be found on the webpage:
http://www.oregon.gov/DAS/EAM/Pages/pcm/index.aspx
b. What forms
are used/
needed to
request this
service?
PA request located at:
http://www.oregon.gov/DAS/EAM/pcm/docs/project_authorization_201106.pdf
c. When can
you expect to
have your
service request
fulfilled?
This is dependent on the timeline for the project and would be negotiated with
the requestor
3. How do I
get help? How
does DAS
P&CM provide
support to
customers?
Description
a. Self-service
support
References for the following resources are found on the P&CM website:
How to plan an office relocation
Funding resources
Description of the phases of a project
Discussion of how you can help with the project
The P&CM website located here has additional information
http://www.oregon.gov/DAS/EAM/Pages/pcm/index.aspx
Policy on procedures for requesting help:
http://www.oregon.gov/DAS/EAM/docs/1256220.pdf
Technical standards for remodeling or modifications:
http://www.oregon.gov/DAS/EAM/docs/1256211.pdf
Policy on building signage:
http://www.oregon.gov/DAS/EAM/docs/1256225.pdf
Policy on our space standards:
http://www.oregon.gov/DAS/EAM/docs/1256100.pdf
Information on systems furniture:
http://www.oregon.gov/DAS/EAM/pages/pcm/sysfurn.aspx
b. How to
request support
All documents and contact numbers are available at:
http://www.oregon.gov/DAS/EAM/Pages/pcm/index.aspx
c. When can
you expect to
get a
response?
You will be contacted within two business days when the request is sent to
the email address: Need new email address.
4- Interior Design – Execution
1. What is the
service?
Description
a. Service
Summary
Execution within Interior Design provides the management and oversight of
the interior design project including the coordination of all contractors,
oversight of all contracts and managing and coordination any other P&CM,
Enterprise Asset Management, or trade staff assigned to the project. P&CM
Interior Design provides a hassle free, turnkey interior design project.
b. What is
included?
Develop and provide detailed drawings – these include locations of all
services and any construction or demolition work identified work
Prepare the final systems furniture layouts- including the panels,
components used, location of services to cubicles, and all dimensions
Coordinate, schedule, and direct the furniture installation and moves
Coordinate the staff moves – sets up and coordinates with the moving
company, installers, and other service providers
Facilitation of information meetings- schedule, coordinate and run
meetings
Solicit, manage, and administer contracts- These are contracts related to
the actual construction project and will include Construction firms, Architects,
and Engineers
Managing and directing the assigned project resources and staff
needed for the project - oversight of any staff that are assigned to the
project
Responsible for identifying, monitoring, documenting, and responding
to project risk
Controls and monitors key project elements —project scope, time, cost,
and quality
Point of contact for building/site- the project manager will be the only point
of contact that agencies need to work with on our projects
Site inspection (ongoing/final) - throughout the project inspections are
conducted to verify progress and work quality.
Develop full-scale project plans and associated communications
documents
c. What is not
included in the
service?
We do not disseminate information to our customer’s staff. Therefore, an
agency contact will be provided by the customer to be the project point of
contact and disseminator of information to the customer’s staff. We cannot
fulfill the role of the agency contact.
d. Offerings
and options
All of these services would be supplied together. They should not be broken
out. All can be codependent based on the project type and size. They may
not all be required on all projects.
Ad hoc interior project management consultation services
e. Service
prerequisites
Budget commitment
f. (Service-
specific)
Customer and
provider
Planning and Construction Management responsibilities:
Written project timeline reports
Written project status reports
Written list of additional scope needs
responsibilities
Written list of contractor staff for background checks
Written budget execution updates
Written project completion memo
Written final budget
Customer responsibilities:
Quickly provide any changes in scope, budget, or the timeline
Contractor background checks
Communicate with their staff and decision makers
Respond within agreed upon timeline
2. How is the
service
requested?
Description
a. How is this
service
requested?
Through a Project Authorization (PA) request. Call one of the staff listed on
the webpage.
Additional information can also be found on the webpage:
http://www.oregon.gov/DAS/EAM/Pages/pcm/index.aspx
b. What forms
are used/
needed to
request this
service?
PA request located at:
http://www.oregon.gov/DAS/EAM/pcm/docs/project_authorization_201106.pdf
c. When can
you expect to
have your
service request
fulfilled?
By the date set up in the project timeline
3. How do I
get help? How
does P&CM
provide
support to
customers?
Description
a. Self-service
support
The project phases and descriptions of the services are provided on our
website:
http://www.oregon.gov/DAS/EAM/Pages/pcm/index.aspx
b. How to
request support
Call to:
Nora Leahy at 503-373-7169
Barry Jones at 503-373-7211
Or
Complete a Project Authorization request found at:
http://www.oregon.gov/DAS/EAM/pcm/docs/project_authorization_201106.pdf
c. When can
you expect to
get a
response?
You will be contacted within two business days when the request is sent to
the email address: Need new email address
