Project Delivery Reference Documents, Guidelines, and Policies
Capital Renewal and Deferred Maintenance (CRDM)
Emergency Recovery Services
Generic Templates and Forms
- Guideline, Procedure, and Policy Template
- Meeting Agenda Template
- Meeting Minute Template
- News Release Template
- Project Meeting Attendance Roster
- Returned Invoice Transmittal | Policy
- Space Usage Update Form
- Standard Purchasing Agreement Signature Page
- Transmittal Cover Template
- Service Contract Memo Template: Up to $50K | Over $50K
Instructions and Guidelines
FM Planned and Emergency Utility Outages
- FM Planned & Emergency Utility Outage Guidelines
- Emergency Outage Notification Template
- Planned Outage Notification Template
- Planned Outage Request Workflow
- Outage Policy Presentation
- Outage Procedure Checklist
Policy Documents
- Building and Room Numbering Protocol
- Delegation of Signatory Authority (PlantOps)
- Deficit Project Cost Center Guideline | Request Memo
- Distribution of Taxable and Tax-Exempt Bond Funds
- Equipment Insurance Reporting Policy | Form
- Facilities Project & Administrative Coordinator Responsibilities
- Facilities Services Support Staff Roles & Responsibilities
- Insurance Claims Processing Policy | Form
- Personal Property and Gifts-in-Kind Policy
- Project Manager Responsibilities
- Sr. Project Manager Responsibilities
- Furniture, Fixtures and Equipment Project Policy
- Project Management Fees
- Property Certificate of Insurance Request Policy | Form
- Property Insurance Reporting | Form
- THECB Project Construction Cost Analysis - Public Universities
Project Delivery Manuals
- FM Project Delivery Manual
- FM Project Delivery Flow Chart
- Step 1: Needs Development | Flow Chart | Process
- Step 2: Scope Development | Flow Chart | Process
- Step 3A: CSA Selection | Flow Chart | Process
- Step 3B: RFQ Selection | Flow Chart | Process
- Step 4: Design | Flow Chart | Process
- Step 5A: Owner Provided Services | Flow Chart | Process
- Step 5B: Informal Bid | Flow Chart | Process
- Step 5C: Job Order Contractor Procurement | Flow Chart | Process
- Step 5D: Formal Competitive Bid (IFB) | Flow Chart | Process
- Step 5E: Formal Competitive Sealed Proposal (RFP) | Flow Chart | Process
- Step 6: Construction | Flow Chart | Process
- Step 7: Transition, Activation, and Closeout | Flow Chart | Process
Record Management
Training Presentations
- FM Project Overview Handout
- FM Project Delivery Overview (6/26/2013)
- FM Project Delivery - Step 1 & 2 (06/26/13)
- FM Project Delivery - Step 3 & 4 (06/26/13)
- FM Project Delivery - Step 5: Selection of Contractor (06/26/2013)
- FM Project Delivery - Step 6: Construction (06/26/2013)
- FM Project Delivery - Step 7: Activation, Transition, & Closeout (06/26/2013)
- Microsoft Project Scheduling Manual
- Process for Awarding Projects – CSA & JOC Presentation
- Process for Awarding Projects – CSA & JOC Handouts
- OGC Contract Training 2011