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Project Delivery Manual

This presentation serves as a communication and working tool for planning, designing, and constructing new and old buildings on the University of Wisconsin-Madison's campus.
by

megan mcbride

on 19 December 2012

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Transcript of Project Delivery Manual

UW-Madison Campus Project
Major Projects

+$760,000 All Agency Projects

-$760,000 January-March School, collage, & major
administrative division meet. FP&M meets with the School, collage, & major administrative division. Assessment March-May The school works with FP&M to develope an Issue Statement that identifies and defines problems and planning issues. Identification May The CPC catagorizes the issues and prioritizes the projects into the:
First biennium
Subsequent bienniums
Futures Identified
(Beyond the 6 year cycle) Selection Summer Analysis of the prioritized projects from the CPC begins. The analysis is developed in the form of a Project Request Document. Analysis Level Biennium Serious Problems and Critical need Two Second One (cc) image by anemoneprojectors on Flickr First Not as critical as level 1 but serious deficiencies are identified Rationale(s) Three Third Least critical level but serious problems are identified in an existing facility which should recieve attention before the end of the six-year planning cycle Fall Presentaions based off the Project Request Document are made to the CPC. FP&M works closely with the presentors giving advice and procedural guidence. Presentation Winter The CPC prioritizes all the projects which were presented in the Fall. They send their final list to the Chancellor for review and approval. The Chancellor then sends his list to UW Systems. Prioritization Spring Project Request Documnets are refined with help from FP&M then UW Systems sends out their final systems wide priority list. Approval Summary Explanations
CPC Campus Planning Committee http://www.wisconsin.edu/capbud/ Project Request Document
FP&M Facilities Planning & Management http://fpm-www3.fpm.wisc.edu/fpm_portal/Default.aspx New Construction/
Major Renovations/Acquisition Infrastructure, Repair, & Replacement Summer FP&M Reviews and Updates the prior years list of Infrastructure projects and adds the new Infrastructure projects to the list. Identification Summer FP&M determines the:
Project scope
Justifications for the project
Estimated budgets
for the projects Analysis Jan-March FP&M reviews the list of Infrastructure projects and ranks then for the first Bienna Prioritization Spring Once approved the Infrastructure projects proceed with the authority of SBC and with the direction of DSF. Approval Issue Statement *Projects must be approved by the SBC
Process runs at the same time as the Major Projects
SBC State Building Commission http://www.doa.state.wi.us/section.asp?linkid=96&locid=4 DFD
Division of Facilities Development http://www.doa.state.wi.us/index.asp?locid=4
Small Projects

$40,000-$185,000 New Construction Capital Planning & Development
CP&D Capital Planning & Development operates under the umbrella of Facilities Planning & Management. Our department manages the coordination and construction of campus projects over $150,000. Most of our projects fall in the range of $20 million to $200 million. https://fpm-www3.fpm.wisc.edu/cpd/Default.aspx Business & Staff Services The Department of Business and Staff Services provides essential services to support the people and business practices critical to the operation of Facilities Planning and Management. Business and Staff Services is composed of four work units: Finance, Budget and Purchasing; Management Information Systems (MIS); Personnel and Payroll; Training and Organizational Development. Specific functions include: https://fpm-www3.fpm.wisc.edu/bass/Default.aspx Finance, Budget and Purchasing Management Information Systems (MIS); Personnel and Payroll Training and Organizational Development. Space Management Office The mission of the Space Management Office is to collect, maintain, supply and analyze UW-Madison facility utilization information; to identify, assign and acquire space and real property resources required for all university academic, research and administrative programs on and off campus; and to provide and support modern learning spaces with enhanced instructional technology. https://fpm-www3.fpm.wisc.edu/spacemanagementoffice/Default.aspx http://www.fpm.wisc.edu/smoasp/FacilityName.asp http://map.wisc.edu/ Physical Plant Physical Plant is responsible for the maintenance of campus buildings, vehicles, grounds and utilities. Design resources, construction trades and specialized facilities services are available for departmental requests. https://physicalplant.wisc.edu/ Environment Health & Safety The Environment Health and Safty department provide guidance, technical consultations, and expertise to the campus community in the areas of biological, chemical, radiation, fire, environmental and occupational safety. http://www.ehs.wisc.edu/ Campus Planning & Landscape Architecture Campus Planning and Landscape Architecture is responsible for working with faculty, staff, students and the surrounding urban community to implement the Campus Master Plan. We assist with capital budget and physical planning processes; coordinate and maintain site and landscape architecture planning processes; develop and manage municipal zoning approvals and coordinate facility related accessibility issues. https://fpm-www3.fpm.wisc.edu/campusplanning/ Transportation Services The Transportation department is responsible for providing innovative transportation solutions that serve and support the University. Objective is to sustain and strengthen cutting edge transportation programs. http://transportation.wisc.edu/ https://fpm-www3.fpm.wisc.edu/campusplanning/LinkClick.aspx?fileticket=3f%2f98T4HT5Y%3d&tabid=36 Support Group UW-Madison management and staff User Group Faculty, Staff, and Students Consultant Group architects, construction professionals and other consultants UW- Madison Chancellor http://www.chancellor.wisc.edu/ State Legislature &
the Govenor http://www.doa.state.wi.us/section.asp?linkid=96&locid=4 University Collage/Department Project People UW System http://www.wisconsin.edu/ Board of Regents http://www.wisconsin.edu/bor/ Joint Committee on Finance http://legis.wisconsin.gov/lfb/jfc/Pages/default.aspx Request for Space Assignment https://fpm-www3.fpm.wisc.edu/SpaceManagementOffice/LinkClick.aspx?fileticket=7uA9w%2bvcLrY%3d&tabid=115&mid=647 UW Foundation http://www.supportuw.org/ Project Teams Support Team User Team Consultant Teams Technical Teams Physical Plant Remodeling Intake Form https://www2.fpm.wisc.edu/ppnew/docs/pdf/pacintake.pdf Start Environmental Impact Assesment/Statement (EIA/EIS) DRB A/E Selection Project Bidding City Approval Fundraising DFD Peer Review Joint West Joint West https://fpm-www3.fpm.wisc.edu/campusplanning/JointWest/tabid/60/Default.aspx (Stateholders West of Park Street) Joint Southeast http://www.cityofmadison.com/mayor/mycommit/roster/501910.cfm (Stateholders East of Park Street) Joint Southeast Commissioning Testing Operations and Maintenace Training Commerce (CPC) Capital Planing Committee State Building Commission Planning Commission State Historical Society Committees/Approvals Project Benchmarks Project Initiation UW Systems Board of Regents Planning Programing Schematic Design 10% Review 35% Review 100% Review Substantial Completion Warrently Design Developmetn Ground Breaking Balencing and Testing Mock-Up Review Urban Design Commission Madison Common Council Punch list Walkthough Fianl Closeout ADA Punchlist Walkthrough Percent for Art (currently not availible) Signage Review Mock-Up Review Process Chart Approvals What: Major Projects funded by GPR, GFSB,or BTF
When:
How: Base on evaluation critera-http://www.wisconsin.edu/capbud/Capbud/1315_MajorProjRankCriteria.pdf Documents/Presentations Develope
Issue Statement Distribute
Issue Statement
(odd year) (FPM) Facilities Planning & Management FP&M Provides
Recommendations
to the CBP http://www.uwsa.edu/capbud/ Capital Planning
& Budget (CP&B) Capital Planning & Budget Develope
Project Request Document (FPM) Facilities Planning & Management Presentation
to the CPC College/Department Representative College/Department Representative (CPC) Capital Planing Committee Rankings UW-Madison State of Wisconsin UW System Urban Design
Commission http://www.cityofmadison.com/mayor/mycommit/roster/105600.cfm Wisconsin Historical
Society http://www.wisconsinhistory.org/ Memorandum of Understanding (MoU) Enumeration Process Programming Statement Fesibility Study Project ranking by the CPC Chancellor Approval UW- System Approval Board of Regents (BoR) Approval Physical Plant Approval Project Initiation from College/Departmet Commissioning Agent Environmental Impact Statement (EIS) Department of Natural Resorces (DNR) Project
A/E Start Identification & Definition Phase User Team works with FP&M to identify and define problems and planning issues Selection Phase CPC groups and ranks the planning issues Analysis Phase User Team & FP&M analyze and document project issues in detail First Biennium Second Biennium Third Biennium Futures Identified Serious problem and critical need. Projects may involve upgrading building systems, health and safety issues, space deficiencies, program needs, building code deficiencies, accreditation requirements, timing with other projects may be critical, external funding (non-GFSB) may be available. Not as critical as Level One, but serious deficiencies were identified. The issue(s) should receive attention in the six-year capital budget planning cycle. Issue(s) at this level may lack sufficient definition or external funding. Least critical level, but serious problems were identified in an existing facility, which should receive attention before the end of the six-year planning cycle. Other facility issues need to be addressed first, external funding may be lacking, the program is hampered but not impaired, more study is warranted. Board of Regents Approval & Recommendations BOR approves & recommends projects and forwards them to the State Department of Administration (DOA) DOA Approval & Recommendations DOA approves & recommends projects and forwards them to the State Building Commission (SBC) http://www.uwsa.edu/capbud/documents/planning/planguide/CPDP/Documents/Support_Docs/ProjectLevelMatrix.pdf Project Level Matrix SBC Approval & Recommendations SBC approves & recommends projects and releases funds for design
*If a CMAR is desired request should be made prior to SBC approval Joint Committee on Finance Joint Committee provides budgetary recommendations for the State Legislature Website: Description: http://legis.wisconsin.gov/lfb/publications/Informational-Papers/Documents/2011/78_Joint%20Committee%20on%20Finance.pdf Governor Governor approves projects for enumeration Statutorily Authorized Project becomes part of the biennial State Building Program State Legislature State Legislature makes recommendations to the Governor ? Scope of Consultant Contract ? Special Consultant Selection Initial Design Review Board Meeting A/E meets with the DRB to review the project during conceptual development Kick-Off Meeting DFD, FP&M, Sub-consultants & A/E meet to discuss the policies and procedures, review the PRD, and discuss the scope of the project Environmental Impact Assessment The design team meets to discuss the environmental impacts of the project Madison Fire Department Review The Fire department provides comments to the A/E team Design Review Board Meeting Historical Society Review A/E meets with a representative from the Wisconsin Historical Society (WHS) and the University to discuss design options. Joint Committee Meeting FP&M makes introductory review presentation and determines if additional public meetings are necessary http://www.wisconsinhistory.org/hp/register/ DFD Peer Review Urban Design Commission FP&M meets with the UDC Landmarks Commission University meets with the landmark committee 35% Design Submittal A/E submits drawings for all parties to review at 35% completion
*The A/E shall include a traffic control and mitigation plan that includes motor vehicles, bicycles, and pedestrians SBC Authority to Construct SBC gives their authority for the project to continue to construction Madison Police Department Review Police department provides comments to the A/E team 100% Design Submittal A/E submits drawings for all parties to review at 100% completion Advertisement for Bids DOA posts projects for construction bid Receive Bids State and University Review Bid proposals Bid Selection The lowest responsible bid is selected Construction Begins Commissioning Agent Selection Project type and the State determine the Commissioning agent Commissioning Agent Selection Project type and the State determine the Commissioning agent Send Record Drawings Receive O&M Manuals Contractors hand over O&M manuals after commissioning has been tested and approved Receive Substantial Completion State awards substantial completion with possible exception of punch list items. Warranty Begins All warranties take affect for the contract stipulated duration (Typically 1 year) Furniture Installation FP&M coordinate furniture installation UW Accepts the Building Occupancy User move in and assume responsibility for the building Initiation Planning Consultant
Selection Programming Schematic Design SBC Release of Funds SBC releases building trust funds for planning when necessary (Minor Projects) *Projects must be approved by the SBC *Projects are funded by All Agency Appropriations
POA Projects

-$100,000 Remodeling Physical Plant Remodeling Intake Form https://www2.fpm.wisc.edu/ppnew/docs/pdf/pacintake.pdf *Projects are funded by ? Zoning Budget for zoning meetings and zoning processes should be included in the scope of services for the consultant selection EIS/EIA Preliminary evaluation for EIS/EIA should be included in the scope of services for the consultant selection Joint Area Committees FP&M verbally informs the committee of projects in development which will be presented in the future.
FP&M will address how projects relate to the Campus Master Plan National Register of Historic Places A/E coordinates reviews if the project affects a building or site eligible for listing on the National Register of Historic Places Design Development Contract Documents Bidding Construction Close Out Warranty Environmental Affairs Officer Campus Environmental Affairs Officer and FP&M work to hire a private environmental consultant.
EAO develops a list of parties interested in the project for WEPA. WEPA Consultant FP&M hires a WEPA consultant with direction from DFD & System WEPA Scope Meeting WEPA consultant facilitates a public scope meeting Zoning Process FP&M prepares zoning plans for approval Municipal Update Campus Planning and Landscape Architecture (CPLA) provides overview of the project concepts to municipal staff to establish approval process *If the zoning approval being requested is a PUD (Planned Urban Development), a rezoning, or new GDP/SIP (General Development Plan/Specific Implementation Plan), the project will need to be reviewed by the Urban Design Commission. *If project is a listed City of Madison Landmark, is adjacent to a listed landmark building, is listed on the National Register of Historic Places, or is potentially eligible for listing, the project will require review by the City of Madison Landmarks Commission. *If project is a rezoning (GDP/PUD, etc.) then project will need to be reviewed by City staff, the Plan Commission and other commissions (as referred by city staff or members of the Plan Commission) and finally by the City Council.
If project is a conditional use, the only review is by the Plan Commission with recommendations coming from Joint West or Joint Southeast. Plan Commission members or city staff may refer to other committees/commissions for review. Pedestrian/Bicycle/Motor Vehicle Commission CP&LA coordinates with the city depending on the project requirements Plan Commission CP&LA meets with the Plan Commission Final Design Review Board Meeting The A/E meets with the DRB during design development WEPA Document Release After internal review, consultant completes and distributes WEPA document for public review Joint Committee Meeting FP&M verbally updates committee at the regular meetings WEPA Document Meeting Finalize WEPA document and hold public meeting(s) and/or public hearing based on action type. Record of Decision Letter (ROD) UW System issues a ROD letter with agreement from the Environment Affairs Officer Notification Ninety (90) days prior to the official zoning application submittal provide written notification to the local alder person and the neighborhood association(s) with current schedule for zoning approvals, public meetings, and intent to submit the zoning application. Zoning Submittal FP&M submits plans and official zoning application materials to the appropriate municipal agency for review Joint Committee Meeting FP&M presents projects to the committee for formal recommendations Other City Commissions If required, FP&M works with the design team to present plans for additional reviews and recommendations Urban Design Commission If required, FP&M (re)-presents the plan to the commission for approval Plan Commission FP&M attends public hearing to present project for approval and address questions
Once FP&M receives the final list of conditions from the city, FP&M and the design team will address the conditions and send final drawings to the City for approval. Re-zoning FP&M works with the City to record necessary GDP/PUD or rezoning documents with Dane County Register of Deeds Zoning Approval FP&M receives final approval from the City zoning staff Wisconsin Historical Society FP&M submits a set of plans and specifications to the Wisconsin Historical Society for official review and sign-off. WHS has 30 days to provide initial responses and concerns. A mitigation plan may be required if an affect, as determined by the US Secretary of Interior Standards and National Park Service guidelines, to the historic property is identified. Zoning Process Assure the construction process meets zoning conditions of approval; inform city planning/zoning staff of any changes; may require alternation to approved zoning documents. Zoning Process Assure the construction process meets zoning conditions of approval; inform city planning/zoning staff of any changes; may require alternation to approved zoning documents. Sustainability/LEED Determine LEED goals Relocation of Existing Features Store/Relocate existing features that will be placed in the new building in the future LEED/Sustainable Review FP&M reviews sustainable goals with the design and user team and registers the project with USGBC Refine LEED/Sustainable FP&M refines sustainable goals with the design and user team, checks goals against LEED scorecard, and reviews inclusion of goals in plans and specs Verify LEED/Sustainable FP&M rechecks and verifies sustainable goals are managed and attainable LEED/Sustainable
Submission FP&M submits Design Phase LEED submission to USGBC
USGBC has up to five weeks to review the submittal and return comments.
Once USGBC comments are returned, FP&M has 25 days to update and address comments for final approval LEED/Sustainable
Submission FP&M meets with consultants once a month to discuss LEED Construction progress and submission to USGBC LEED/Sustainable
Certification Project is awarded LEED certification
Project team orders certification plaques from USGBC LEED/Sustainable
Submission Project team submits Construction LEED submission to USGBC
USGBC has up to five weeks to review the submittal and return comments
Once USGBC comments are returned, FP&M has 25 days to update and address comments for final approval Guidelines: A/E
Solicitation http://www.doa.state.wi.us/docview.asp?docid=610&locid=4 Policy and Procedure Manual for Architects/Engineers and consultants: www.doa.state.wi.us/docview.asp?docid=361&locid=4 Services up to
$5 million Services over
$5 million http://wisbuild.doa.state.wi.us/dfd/dfd_reports/selcom-agenda.asp http://www.doa.state.wi.us/dsf/dfd_aeinvites_display.asp?locid=4
Register a Data Record
Letter of Interest
Once Selected- Submit A/E Consultant Proposal
Register a Data Record (Time sensitive)
Invitation File
Interview Requirements & Qualification Submittals
Once Selected- Submit A/E / Consultant Proposal Small Projects
-$185,000 http://www.doa.state.wi.us/docview.asp?docid=361&locid=4 A/E Invitation for Services Up To $5 Million: A/E Invitation for Services Over $5 Million: Guidelines For Small Projects Program:
Register a Data Record
Upload a Consultant Fee Schedule

Once Selected- Submit A/E Consultant Proposal http://www.doa.state.wi.us/subcategory.asp?linksubcatid=1435&locid=4 http://docs.legis.wisconsin.gov/code/admin_code/adm/20.pdf Selecting and Contracting Architect/Engineer Services: a) Has more than one architect/engineer as a responsible member of the firm.
b) Has been in business at least three years.
c) Has a permanent office in Wisconsin where responsible direction of all services will be based.
Note: Out-of-state firms will be considered when the Selection Committee determines there are no Wisconsin firms qualified or available to provide the services required
d) Has been responsible for the design and completion of a project with a total construction cost or size at least 50% as large as the project under consideration and of similar design.


Past performance on projects for which the A/E has been responsible.
Product capabilities
Current workload of state projects (Status Points)
Experience in the type or functions of project being considered.
Geographic proximity to project site. Wisconsin Department of Administration. "Division of State Facilities Policy and Procedure Manual for Architects/Engineers and Consultants." July 9th 2012. A/E
Shortlist http://www.doa.state.wi.us/docview.asp?docid=7136&locid=4 DSF Consultant Orientation for Small Projects (ACEC/AIA Presentation 2009): http://www.doa.state.wi.us/docview.asp?docid=7137&locid=4 DSF Consultant Orientation for Large Projects (ACEC/AIA Presentation 2009): http://www.doa.state.wi.us/docview.asp?docid=7137&locid=4 DSF Consultant Orientation for Large Projects (ACEC/AIA Presentation 2009): https://fpm-www3.fpm.wisc.edu/physicalplantdnn/Default.aspx Nomination Method-Monthly Selection Advertisement Method-Formal Interview Selection Method varies by estimated budget http://docs.legis.wisconsin.gov/code/admin_code/adm/20.pdf Scoring Categories: Document Quality and Coordination
Document Completeness
Technical Design merit
Design Bid-ability
Design Construct-ability
Design maintain-ability
Use of DSF Guidelines, Standards, and Specifications Commissioning Commissioning level must be established prior to A/E selection in order to clearly define the project budget and scope Commissioning Determine commissioning level Eight Categories for All Agency Projects: Facilities Maintenance and Repair
Utilities Repair and Renovation
Health, Safety and Environment
Preventive Maintenance
Equipment Allocation
Land and Property Acquisition
Programmatic Improvements or Remodeling
Energy Conservation Commissioning Provider (CxP) A/E Commissioning Provider (CxP) Independent 3rd Party Commissioning Level 1 Commissioning Level 2 The project scope is limited and there is moderate interaction between mechanical and electric systems. Contains Level 1 responsibilities as well as review of basis of design concept, commissioning plan and log, oversight of agency training, substantial completion review meeting and a commissioning report The scope of the project is complex and as well as the interaction between the systems; testing of life safety, environmental or building envelope systems are necessary. Commissioning Provider (CxP) A/E OR Assessment User Team & FP&M meet to discuss the needs of the School/Collage Zoning PM's work with Campus Planning and Landscape Architecture to review zoning issues Sustainability/LEED PM's meet with the User team to discuss Sustainable objectives & goals Deliverables: Academic Strategic Plan
List of near and long term strategic goals (Jan-March of Odd Year) (March-May of Odd Year) Deliverables: Issue Statement
List of issues based on level of importance (May of Odd Year) Deliverables: List of planning issues based on importance (Summer of Odd Year) Deliverables: Project Request Document (PRD) Evaluation Phase
(Solution Presentations) User Team presents the PRD to the CPC (Fall of Odd Year) Deliverables: Presentation to the CPC based on the Project Request Document (PRD) by the User Team *The CPC may request revisions and/or expansions of the PRD Prioritization Phase CPC prioritizes the project requests in three tiers and forwards their recommendations onto the Chancellor who in turn forwards his/her recommendations onto UW System (December of Odd Year) Deliverables: Six-year plan
The Chancellor may request revisions and/or expansions of the PRD Review Phase System staff, FP&M, and User Team review and finalize the PRD (Spring of Even Year) Deliverables: Revised or Final PRD *The PRD becomes the key document for justifying building projects to the Board of Regents and the State Building Commission. UW Madison Process UW System Process State Process http://www.uwsa.edu/capbud/Capbud/1315_MajorProjRankCriteria.pdf (Summer of Even Year) Campus Budget Administration http://www2.fpm.wisc.edu/capbudg/index.html http://www2.fpm.wisc.edu/capbudg/CapitalBuilding/Guidebook09-15.pdf http://www2.fpm.wisc.edu/capbudg/CapitalBuilding/Guidebook09-15.pdf http://www.doa.state.wi.us/docview.asp?docid=610&locid=4 DFD solicit for an A/E Deliverables:
Data Record
Letter of Interest
Once Selected- Submit A/E / Consultant Proposal Required:

Data Record (Time sensitive)
Invitation File
Interview Requirements & Qualification Submittals
Once Selected- Submit A/E / Consultant Proposal Up To $5M Over $5M Small Projects
Data Record
Consultant Fee Schedule

Once Selected- Submit A/E / Consultant Proposal http://www.doa.state.wi.us/subcategory.asp?linksubcatid=1435&locid=4 DFD selects a number of A/E teams to be placed on a shortlist. Deliverables: A/E shortlist notification
*Shortlist teams are posted to the DOA website http://doa.wi.gov/category.asp?linkcatid=772&linkid=60&locid=4 For projects with total budget less than $250,00 criteria a,b,and d may be waived A/E Selection DFD, UW System, & FP&M attend a selection committee meeting to vote for an A/E team Deliverables: A/E Registration Forms
A/E past history
Letters of Interest *Selected A/E is posted on the DOA website
http://doa.wi.gov/category.asp?linkcatid=772&linkid=60&locid=4 Select CMAR if approved
Select Artist for Art program
(Formally the Percent for Art program) A/E Performance Evaluation A/E performance evaluation is required under Wisconsin Administrative Code Chapter ADM 20 Deliverables: Evaluation of the A/E from DFD
Evaluation of the A/E from the sub-consultants
Evaluation of the A/E from UW *The CPC may request revisions and/or expansions of the Issue Statement 10% 35% 100% (Before the A/E contract is finalized) Deliverables: Program Statement/Project Scope Document Provided by DFD
Program Release Memo provided by DFD
Kick-Off meeting minutes written by the A/E
Plan Room Information Request obtained from FP&M
Existing Record Drawings (*The Plan Room Information Request is required in order to obtain the Record Drawings)
Site Survey
Soil Testing A/E selection notification For Selection Committee For A/E A/E Contract DFD Project Manager will email A/E the contract for signature
*Governors approval will be sought for projects over $185,000 (Contract to be signed after Kick-Off meeting occurs) Deliverables: Project Contract
Governors Approval A/E Proposal & Review A/E sends DFD Project Manager and DFD Contract Officer their Proposal for Review Deliverables: Proposal to design the project developed by the A/E
(A/E may use the DFD's A/E Consultant Proposal template or a format derived by the A/E) *For Proposal detail see DSF Policy & Procedure Manual for A/E's http://www.doa.state.wi.us/docview.asp?docid=610&locid=4 Comments on the Proposal by DFD
Revisions to the Proposal by A/E Deliverables: Presentation prepared by the A/E
Comments and recommendations emailed to A/E and Teams by the DRB Deliverables: Assessment Goals Deliverables: Deliverables: Brief presentation prepared by FP&M Deliverables: Department of Natural Resources & Army core of Engineers FP&M informs DNR and Army Core of Engineers of projects when applicable Deliverables: Presentation/Email of project scope detail prepared by FP&M? A/E meets with the DRB to review the project during schematic design Deliverables: Presentation prepared by the A/E
Comments and recommendations emailed to A/E and Teams by the DRB Program Statement FP&M and the User team develop a program statement Deliverables: Program Statement
Project cost estimates School/College Approval User Team discusses project need and obtains approval from the Dean Deliverables: Dean's Approval Deliverables: WHS approval and recommendations * If changes occur to the building/site after WHS approval, the project must be review again for approval Deliverables: BOR approval and recommendations Deliverables: DOA approval and recommendations Deliverables: SBC approval and recommendations
CMAR approval
Major Projects

+$760,000 New Construction/
Major Renovations/Acquisition http://www.cityofmadison.com/developmentCenter/nonresidential/parkinglot.cfm http://legis.wisconsin.gov/lfb/jfc/Pages/default.aspx A/E will present the project to the DFD review panel for recommendations (After the schematic design concept, midway through the preliminary design phase) Deliverables: Presentation of the schematic design concept prepared by the A/E
DFD Daylighting Criteria Form submitted by the A/E
Peer Review Report prepared following the review by the A/E Deliverables: Joint Committee approval and recommendations Deliverables: Application and plans prepared by FP&M (Meeting may occur prior to official application for zoning approval by the City of Madison Plan Commission) Deliverables: Presentation prepared by FP&M
UDC approval and recommendations Deliverables: Presentation prepared by FP&M
Landmark Commission approval and recommendations Deliverables: Presentation prepared by FP&M
Landmark Commission approval and recommendations Deliverables: Presentation prepared by FP&M
Vehicle Commission approval and recommendations http://www.cityofmadison.com/citychannel/meetings/pbmvc/ Deliverables: Project Registration with USGBC by the A/E http://www.cityofmadison.com/planning/historical.html http://www.cityofmadison.com/mayor/mycommit/roster/105600.cfm http://www.cityofmadison.com/mayor/myCommit/roster/104400.cfm http://www.usgbc.org/ Deliverables: Joint Committee approval and recommendations Deliverables: State Legislature approval and recommendations Deliverables: Governor approval and recommendations Deliverables: Deliverables: Deliverables: Notification by SBC to DFD, System, & FP&M Identify Commissioning Team DFD retains the Commissioning Agent Deliverables: List of project requirements developed by FP&M for the Commissioning Agent
Contract with the Commissioning Agent prepared by DFD and signed by Agent Deliverables: Site Survey & Soil Investigation A/E requests existing information from DFD Project Manager or requests permission to obtain services Deliverables: Site Survey
Soil Investigation Deliverables: ROD Letter Deliverables: Consultant Contract prepared by DFD Commissioning Review Commissioning Agent develops a plan and reviews preliminary and final design Deliverables: Commissioning Plan
Commissioning Agent approval and recommendations Deliverables: Presentation prepared by the WEPA Consultant to the public Deliverables: WEPA Document http://www.epa.gov/aboutepa/states/wi.html Deliverables: Deliverables: Presentation to the Joint Committee prepared by FP&M Deliverables: Zoning application prepared by FP&M Deliverables: 35% Documents Deliverables: Written authority by SBC to continue to construction Deliverables: 35% review comments prepared by the Madison Police Department Deliverables: Set of Design Plans for the WHS
Comments and Concerns from the WHS Madison Fire Department Review The Fire department provides comments to the A/E team Deliverables: 35% review comments prepared by the Madison Fire Department Deliverables: Presentation prepared by the A/E
Comments and recommendations emailed to A/E and Teams by the DRB Deliverables: List of LEED goals
Updated LEED application Deliverables: Rezoning application/documents Commissioning Review Commissioning Agent reviews contractor submittals Deliverables: ? Commissioning Requirements Commissioning Agent incorporates their requirements in the bidding documents Deliverables: Deliverables: Bid Advertisement from DOA Deliverables: Presentation prepared by FP&M
UDC approval and recommendations Deliverables: Presentation prepared by FP&M
Other City Commissions approval and recommendations Deliverables: Presentation prepared by FP&M
Plan Commission approval and recommendations
Final drawing submittal to the city Deliverables: Presentation prepared by FP&M
Joint Committee approval and recommendations Deliverables: Review comments prepared by stakeholders and submitted to FP&M?
100% Review meeting to discuss comments
Submittal of revised 100% drawings to DFD
(review comments addressed in drawings) Deliverables: Zoning submitted prepared by FP&M
City approval and recommendations Deliverables: LEED design submittal
USGBC submittal comments and recommendations
Revised & final LEED design submittal A/E Eligibility & Qualifications Criteria: Deliverables: Deliverables: https://fpm-www3.fpm.wisc.edu/campusplanning/LinkClick.aspx?fileticket=WnqRTOX%2ftxI%3d&tabid=63&mid=552 Sustainability/LEED Determine LEED goals Commissioning Determine commissioning level Zoning PM's work with Campus Planning and Landscape Architecture to review zoning issues Sustainability/LEED PM's meet with the User team to discuss Sustainable objectives & goals
Full transcript