© Emerson Management Group, Inc.  Intellectual Property.  All Rights Reserved.

 Cover Page  

 Introduction

Table of Contents

 Setup

 Legend  

 Stakeholder

 Milestone Roadmap

 Acronyms

 Chapter 1: Program Setup

1. Select Project Manager
2. Evaluate Staffing Requirements
3. Evaluate Technology Requirements & Select Applications
4. Prepare / Submit RFP for A/E Design Services
5. Abstract RFP Responses
6. Obtain Approval for Award of A/E & Consultant﴾s﴿ Contract
7. Process Service Provider Contracts Through Execution
8. Determine If Project Requires Additional Outsources Services
9. Prototypical Drawings
10. Prepare Org. Chart and Contact List

 Chapter 2: Due Diligence & Final Programming

 1.  Identify Site / Building

        2. Accomplish Test Fits

        3. Issue Letter of Intent

4. Undertake Preliminary Due Diligence

5. Obtain Approval to Proceed

6. Proceed With RE Transactional Activities

7. Accomplish Due Diligence:

8. Determine Optimal Method of Contracting Service

9. Prepare and Submit Executive Level Submission Package

      10. Obtain Approval to Proceed to Design Stage or Template

 Chapter 3: Design

1. Notify A/E & Other Service Providers to Proceed

2. Commence Schematic Design

3. Review Schematic Drawings

4. Authorize Design Development

5. Prepare Design Development Drawings

6. Review / Approve Design Development Drawings

7. Authorize Contract Drawings  (CD's)

8. Prepare Construction Drawings

9. Submit Plans & Specs @ Designated Review Stages

   

Chapter 3: Continued:

    10.  Procure Long Lead Items

    11.  Test

    12.  Review CD Check Set for Permits

    13. Process 90% Check Set for Permits

    14, Complete Contract Documents

Chapter 4: Pre-Construction

1. Select General Contractors for Bidding / Negotiations
2. Coordinate Transaction Activities
3. Invite Contractors to Bid/Negotiate
4. Schedule / Conduct Pre-Bid Meeting
5. Check Permitting Progress
6. Prepare & Submit Sealed Bids or Negotiate w/Contractors
7. Receive / Evaluate Bids or Negotiate - Prepare Abstract
8. Approve Contractor Selection, Authorize Proceeding to Const.
9. Notify Bidders / Process Contracts for Execution
10. Obtain Permits / Secure Entitlements
11. Confirm Project Ready to Commence Construction
12. Update Project Org. Chart & Contact List

Chapter 5: Construction

1.  Prepare Master Const. Schedule / Confirm Delivery and Install

       2. Conduct Construction Startup Meeting

       3. Commence Construction

4. Continue Construction

5. Complete construction

6. Turn Over Premises

7. Accomplish Due Diligence:

Chapter 6: Move & Closeout

1. Setup for Move

2. Coordinate & Administer Move

3. Closeout

Chapter 7: Post Construction Warranty Work

1.  Manage Warranty Issues

2. Conduct 1 Year Customer Survey

3. Conduct 1 Year Warranty Punch List Walk Thru

Appendix:

     A-1  Change Management Process Table

     A-2  Index to Recommended Milestones

      A-3  KPI Quick Reference Guide

Index to Reference Documents

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