Project Plan

School Managed Facility Project

{Insert School Name} {Insert Project Name}

Project Plan
<<Enter School Name>>

About this document: This document provides instructions, steps <<Enter Project Name
and links to assist schools in the planning, documenting and delivery of school facility projects within required departmental and legislative requirements. Instructions are in hidden text. To view or hide the hidden text, On the Menu select Tools - Options - View Tab tick/untick Hidden Text. To print the hidden text, select File - Print - Options tick/untick Hidden Text. Links to further documentation are in blue. Retain the completed project plan and associated documentation on file for audit purposes.

School Managed Facility Project

Project Planning {Insert School Name} {Insert Project Name}

Checklist:

~ Involve your school Regional Facilities Account Manager throughout the planning & delivery of all school facilities projects~ Responsibil Date Project Deliverables ity

Project Planning Record a brief Project Description Obtain Site Approval in Principle through your Regional Facilities Account Manager Establish a Project Steering Committee (Projects>$100,000) Appointment of Project Management Identify major Project Milestones Agreement on the Project Scope Identify and manage risks for the project using the Risk Management Plan Obtain a Cost Estimate for the project Confirm Sources of Funding for the project Prepare Joint Development Agreement if applicable Obtain Financial Expenditure Approval from the required delegate through your Regional Office Obtain formal Site Approval from your Regional Facilities Account Manager Project Execution Preparation of Plans and Contract Documentation for the project Obtain Building Act Compliance Call Quotes/Tenders in accordance with State and DETA Purchasing Policies Evaluate Offers in accordance with State and DETA Purchasing Policies Prepare and submit Letter of Acceptance for signature by the required delegate. The Regional Office will organise for a Financial Capacity Assessment Check to be undertaken on the preferred tenderer for projects greater than $500,000 Undertake Pre Start Meeting to obtain documentation and action; Obtain Construction Program, Site Specific Requirements & Cost Plan/Schedule Obtain Safety Plan & Work Method Statement Complete and submit Form 34 Notice of Appointment of Principal Contractor to W H & Safety (Projects>$80,000) Sight the Contractors current Workers' Compensation and Public Liability Insurance Policies Make payment of Portable Long Service Leave Levy (Projects>$80,000) Issue Work Area Access Permit (WAAP) from the Built Environment Materials Information Register (BEMIR) to the Principal Contractor and commence project Issue Progress Payments once works are validated and signed off by the Project Manager On completion of all works, finalise the Work Area Access Permit and obtain a certificate to indicate Practical Completion, (however a Defects Liability Period shall remain in force) Undertake Defect Inspection & Rectification Organise an Opening of New Facility if applicable Uncontrolled copy. Refer to: FCM-PR-009: School Managed Facility Projects at Update the Facilities Asset Management for master. http://iwww.qed.qld.gov.au/strategic/eppr/facility/fcmpr009/System (FAMS) with new facilityTRIM 10/335153 information Organise for plans to be uploaded in EPlan Room

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<<Enter School Name>>

<<Enter Project Name

Project Description
##

Site Approval in Principle

Siting approval in principle obtained from ## on ##.

Project Steering Committee Team

The Project Steering Committee for this project consists of: Committee member Person, A Person, B Person, C Person, D Person, E Principal Regional Facilities Account Manager Project Manager P & C Representative Other key stakeholders Position Role Contact Details

Chair, Steering Committee Project Team Member Project Team Member Project Team Member Project Team Member

Uncontrolled copy. Refer to: FCM-PR-009: School Managed Facility Projects at http://iwww.qed.qld.gov.au/strategic/eppr/facility/fcmpr009/ for master.

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<<Enter Project Name

Project Management

Project Management Team Invitation/Tender: Open Select

Invitation/Tender Type: Minimum PQC Rating (if applicable): Date of Decision of Consultants to Invite: Form of Offer/Contract: Invitations Call date: Invitations Closing date & time: Consultants Invited: Include date withdrawn if submitted and offer withdrawn Include if failed to submit

100% Price

Non-Price Criteria

Name

Price (ex GST), date of withrawal or failed to submit

Successful Offerer: Acceptance Date: Uncontrolled copy. Refer to: FCM-PR-009: School Managed Facility Projects at http://iwww.qed.qld.gov.au/strategic/eppr/facility/fcmpr009/ for master.
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Contract period (in weeks):

Project Milestones
The project involves the following major milestones: Milestone Indicative Cost Plan Prepared Contract Documentation complete Invite Quotes/Tenders Quotes/Tender Close Award Contract Construction complete Final Completion Opening of new facility Date required

Project Scope
The Project scope includes the following:

Risk management plan Cost Estimate

The project cost estimate is as follows: COST ESTIMATE SPREADSHEET Details Construction Costs Cost Escalations Sub Total Furniture and Equipment Statutory Fees Site Survey & Geotechnical Investigations Telephones and Network Project Management Fees Total Cost Contingency TOTAL EX GST TOTAL INCL. GST Enter 5% - 10% % $ $ Amount

Source of Funding
Organisations Contributing to the Project ## P&C Association Nature of Funding (Financial or InKind) Financial Is Funding Secured? (Y/N). N If No date funds will be available 30/07/08
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Amount $##,###
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Uncontrolled copy. Refer to: FCM-PR-009: School Managed Facility Projects at http://iwww.qed.qld.gov.au/strategic/eppr/facility/fcmpr009/ for master.

<<Enter School Name>>

<<Enter Project Name

## School funds

Financial

$##,###

ESTIMATED TOTAL FUNDING

$##,###

Site Approval

Project Execution
Plans and Contract Documentation

Design Consultant/Principal Consultant Invitation/Tender:

Invitation/Tender Type: Minimum PQC Rating (if applicable): Date of Decision of Consultants to Invite: Form of Offer/Contract: Invitations Call date: Invitations Closing date & time: Consultants Invited (include price if offer submitted): Include date withdrawn if submitted and offer withdrawn Include if failed to submit Name

Open

Select

100% Price

Non-Price Criteria

Price (ex GST), date of withrawal or failed to submit

Successful Offerer: Acceptance Date: Contract period (in weeks):

The contract/invitation of offer documentation for the Contractor that will be used is (refer to DPW Contract documentation) ##.

Building Act Compliance (BAC) Call Quotes/Tenders

Quotes/Tenders close on ##. Contract used is ##. Pre-qualified (PQC) Contractor Rating is ## (if applicable).

Uncontrolled copy. Refer to: FCM-PR-009: School Managed Facility Projects at http://iwww.qed.qld.gov.au/strategic/eppr/facility/fcmpr009/ for master.

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<<Enter School Name>>

<<Enter Project Name

Evaluate Offers

Letter of Acceptance

Invitation/Tender Type: Minimum PQC Rating (if applicable): Date of Decision of Contractors to Invite: Form of Offer/Contract: Invitations Call date: Invitations Closing date & time: Contractors Invited (include price if offer submitted): Include date withdrawn if submitted and offer withdrawn Include if failed to submit Name

Open

Select

100% Price

Non-Price Criteria

Price (ex GST), date of withrawal or failed to submit

Successful Offerer: Acceptance Date: Contract period (in weeks):

Pre Start Meeting

Progress Payments
Uncontrolled copy. Refer to: FCM-PR-009: School Managed Facility Projects at http://iwww.qed.qld.gov.au/strategic/eppr/facility/fcmpr009/ for master.

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Practical Completion
Defects liability period ends on ##. The contact person for defects is ##.

Defects Inspection & Rectification

Defects Rectification List attached. Rectification works carried out on ##.

Opening the New Facility Facilities Asset Management System (FAMS) EPlan Room Final Completion

Uncontrolled copy. Refer to: FCM-PR-009: School Managed Facility Projects at http://iwww.qed.qld.gov.au/strategic/eppr/facility/fcmpr009/ for master.

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Post Occupancy Evaluation (POE)

Requirem ents Met PLANNING/DOCUMENTATION Consultant Procurement Process: undertaken within required policies Project Management: provided expertise, knowledge, met project outcomes and fulfilled contract requirements Consultancy Services: provided expertise, knowledge, functional design, met project outcomes and fulfilled contract requirements Contractor Procurement Process: undertaken within required policies and legislation Obtaining necessary approvals: sufficient time allowed. Awareness of requirements BUILDING/FACILITY Site/Location: appropriate siting of new/refurbished facility External Services: ties in with existing buildings and services and provides possible future expansion possibilities Access: provide equitable access to all students and secure access for community (if applicable) General design: functional, sustainable and easily serviced facilities Superstructure: appropriate safe and durable finishes Ventilation performance: provides appropriate ventilation Acoustic performance: provides appropriate acoustic Service Connection: appropriate water, sewerage and hydraulic services Safety and Hygiene: safe and hygienic for all users Security and Supervision: easily supervised during school hours and secured after hours Fixtures and Accessories: in accordance with design requirements and suitable for school use Contractor: provided expertise, knowledge, met project outcomes and fulfilled contract requirements Comments/Improvements/Modificati ons

Uncontrolled copy. Refer to: FCM-PR-009: School Managed Facility Projects at http://iwww.qed.qld.gov.au/strategic/eppr/facility/fcmpr009/ for master.

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