Design Process Manual

Design Process Manual - Campus Planning Design & Construction/Academic & Research projects - FT group
University of Oregon February 2015

This is an internal web site for distribution of project management tools. Feel free to browse, but remember that many of these are draft documents and that none have official standing at the University of Oregon. For permission to reproduce, please contact Fred Tepfer, Campus Planning & Real Estate, 1276 University of Oregon, Eugene, OR 97403.

Overall Process Guidebook

ProcedureGuideMatrix8Aug2012.xls [draft] - latest draft of the Procedure Guide in a summary matrix to share with Project Sponsors, User Group chairs, etc.
ProcedureGuideText.doc [draft] - The text of the Procedure Guide by phase
PlannersChecklistJune2013matrix.xls - A checklist of activities and requirements for project planners by design phase

Predesign:

[add paragraph describing process planning for Predesign activities]

Project Formulation & General
ProjectDeliveryDescriptionCPRE-1Aug2012.doc - A summary of how Campus Planning delivers major capital projects
ProcedureGuideMatrix8Aug2012.xls - Describes involvement of various parties in the design and construction process
PlannersChecklistJune2013matrix.xls - A checklist of activities and requirements for project planners by design phase
ProjSponsorJobDescription30May12.doc
ProjectDeliveryMatrixBlank.xls is the primary tool for the project planner and project manager to demonstrate how they will divide responsibilities seamlessly.
User Group
ToolboxForParticipation.doc
ArchitectJargonForTheRestOfUs.96a.doc - A slightly irreverent dictionary of architectural terms, acronyms, and jargon.
HoldMeetingCartoon.pdf - A spoof of why we [don't] have meetings.
TireSwingCartoon.jpg - A classic take on the difference between what users ask for and what they end up getting.
TalkingLikeAnArchitect.pdf
AAA Fac Design Advisor2013.doc - A synopsis of this role on the User Group and on the Architectural Commission
Architect Hires & Contract
QualReviewArchHireBestPract.doc - Best practices for managing the qualification round of architect hires.
RFQtemplateEMU.doc - CPRE's starting point for creation of Request for Qualifications for Professional Services
ReadingRFQsFeb2015.doc - Advice to non-professionals on reading qualifications submitted in an RFQ process
OUSconflictOfInterestForm.pdf - Must be signed by all particpants in selection processes
BoilerplateArchitectAgree'tMar2011FT.doc
ArchitScoreMatrixTemplate.xls - A template spreadsheet for scoring RFQs.
ContractVerificationChecklist[2].doc - A mandatory checklist and signature form for planners generating or amending any contract.
AdditionalServicesContractProvisions- A quick guide to architect contract amendment requests/additional services requests (ASRs)
SurveyRequestJune2011.doc

Schematic Design Phase

[add paragraph describing process planning and schedule for Schematic Design phase activities]

PlannersChecklistJune2013matrix.xls- A checklist of activities and requirements for project planners by design phase
High Performance Buildings for Planners.pdf - - An outline of the early design process steps for an integrated approach, our standard best practice
SDmeetingFormalTemplate.doc and .pdf - A best-practices outline of agenda-making and organization of SD phase meetings
IncorporatingSustainability.doc - PDFs and screenshots from LEED Online providing a starting point for navigating LEED/NC at the UO
SDandCityInvolvement.pdf - a summary of the ground rules that we've agreed to with EHS and others for City meetings
SurveyRequestJune2011.doc -
User Final Signoff Checklist.doc - This is a useful document to use with users at the end of SD to ensure full buy-in before DD starts

Design Development Phase

[add paragraph describing process planning and schedule for Design Development phase activities, add paper re wall/opening freeze, design freeze]

PlannersChecklistJune2013matrix.xls- A checklist of activities and requirements for project planners by design phase
User Final Signoff Checklist.doc
SDandCityInvolvement.pdf
SDC calculation tools [ADD]
EWEB-SDCs
ConstImpactMitigation20June13.doc - A guide to proactively identifying and managing construction impacts
StandardCampusExtLightingFixtures.pdf - cut sheets for our outdoor lighting systems

Construction Documents Phase

[add paragraph describing process planning and schedule for Construction Documents phase activities]

ConstImpactMitigation20June13.doc - A guide to proactively identifying and managing construction impacts
PlannersChecklistJune2013matrix.xls- A checklist of activities and requirements for project planners by design phase
ChangeFormConstDocsPhase.doc - Form for design team or users to propose changes after "freeze"
StandardCampusExtLightingFixtures.pdf - Exterior lighting standards from UO electrical

TBD: signage, design/build addendum, budget templates, % for art guide