Responsibility Matrix for Design and Construction Projects

Campus Finance/Facilities Officer Construction Contractor Director of Construction (SO) Program Manager (SO) Specialty Consultants Associate Vice Chancellor, Facilities (OOC) Delegated C/U Project Manager

C/U President

Owner's Rep

A/E

Notes/Comments

Project Initiation and A/E Selection

Delegation Letter Program Schedule Program Budget A/E RFP A/E Selection A/E Contract Owner's Representative Selection OR RFP OR Selection OR Contract A A A A A I A A A A A I R/R R/R I I I R/R A A L I I R/R L R/R R/R R/R R/R Approved by Vice Chancellor-Chief Financial Officer I I I I I I I I L L L I L A A A

A A

Schematic Design Phase

Design Kickoff Meeting Project Schedule Project Budget Code Approvals Surveys (Hazardous, Geotechnical, etc.) Schematic Design options FF&E Value Engineering/Constructability Review Schematic Design Phase Reporting Schematic Design Submittal Schematic Design Review I I I R/R R/R L R/R R/R I I I I R/R R/R R/R I I A L, A I L A L, A R/R A R/R R/R I L I L I L I L L L L I R/R I I I I I I I I Deviations need approval Deviations need approval Approval at either the state or local county/city office

R/R

R/R R/R

R/R R/R

I I I I I I

Including required B3 reporting Approved by Vice Chancellor-Chief Financial Officer

Design Development Phase

Project Schedule Project Budget Design Development Phase Reporting Design Development Phase Submittal Design Development Review I I I R/R R/R R/R R/R R/R R/R R/R I I A L, A A R/R A L I L L I I I I I I Deviations need approval Deviations need approval

R/R

I I R/R

Construction Documents Phase

Project Schedule Project Budget Construction Documents Phase Reporting Construction Documents Phase Submittal Construction Document Review A A A R/R R/R R/R R/R I R/R R/R I A A L R/R R/R L I I L L I I I I I Deviations need approval Deviations need approval

R/R

I I R/R

Rev. 5/7/2012

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Responsibility Matrix for Design and Construction Projects

Campus Finance/Facilities Officer Construction Contractor Director of Construction (SO) Program Manager (SO) Specialty Consultants Associate Vice Chancellor, Facilities (OOC) Delegated C/U Project Manager

C/U President

Owner's Rep

A/E

Notes/Comments

Bidding and Award Phase

Advertisement for Bid Respond to Questions Review of Bids/Recommend Award Bidding and Award Phase Reporting Contract Award I I I R/R R/R A I R/R A A L L L L R/R I I I I I

Construction
Pre-Construction Meeting Construction Schedule Construction Progress Meetings Construction Observation Construction Phase Reporting Pay Requests Change Orders Commissioning Substantial Completion I I I I R/R I I I I A A I I R/R A A I A L R/R L L L R/R L I R/R I I I I I I I I I I R/R R/R I R/R I L I I I L I I L Deviations need approval

Architects' field reports

A I

Specialty consultant is commissioning agent

Closeout
Punchlist Items Final Completion Close Out Warrantee/Guarantee Management I I I I I A A L A R/R R/R I I I I I R/R R/R R/R I L L L I

Post Occupancy Evaluation

Post Occupancy Evaluations A I R/R L I R/R R/R R/R R/R As required by system office

A = Approval Authority L = Lead Responsible party R/R = Review & Recommend I = Provides Input

Rev. 5/7/2012

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