Summary of Changes to Other OSFC Roles February 21, 2012.

Summary of Changes Summary of Changes to Other OSFC Rolesto Other OSFC Roles

February 21, 2012

Summary of Overall Agency Summary of Overall Agency ChangesChanges

• Pre-PlanningPre-Planning• Planning Planning

• Owner Kick-Off Meetings (OKOs)Owner Kick-Off Meetings (OKOs)• Project Delivery Determination (GC, CMR, DB)Project Delivery Determination (GC, CMR, DB)

• Funding Funding • Team SelectionTeam Selection

• DesignDesign• GMPGMP

• Construction Construction • Project vs. Program ManagementProject vs. Program Management

• Closeout Closeout • Project vs. Program Management Project vs. Program Management

Section Current Role (CMA)

New Role (GC)

Planning Outreach, Assessments, Enrollment, Master Planning, Funding, PA Finalization

Outreach, Assessments, Enrollment, Master Planning, Funding, PA Finalization, Pre-Design Consultation, Owner Kick-Offs, A/E Selection, Initial Core Meetings, Design Reviews, Eco-Charettes, Community / Board Meetings

Support Services Communication, Media Relations, Public Record Requests, Legislative Correspondence

Communication, Media Relations, Public Record Requests, Legislative Correspondence, Community / Board Meetings

Contracts & Compliance

Quality, Post-Construction Issues, Trade Contract Review / Approval, EDGE

Quality, Post-Construction Issues, Subcontractor Review, EDGE, Input during Team Selection

Legal Legal Counsel, Contract Review / Development / Approval, Dispute Resolution

Legal Counsel, Contract Review / Development / Approval, Front End Development, Dispute Resolution

Finance Funding, Accounting, Drawdowns, Invoicing, Financial Reconciliation, Closeout

Funding, Accounting, Drawdowns, Financial Reconciliation, Closeout

Information Technology

IT Support, Database Development, Process Management

IT Support, Database Development, Process Management, Reporting

Administrative Staff Support, as Needed Support, as Needed, Drafting & Posting RFQs/RFPs, Data Collection

General Contracting (GC) General Contracting (GC)


New Role (CMR)


Outreach, Assessments, Enrollment, Master Planning, Funding, PA Finalization, Pre-Design Consultation, Owner Kick-Offs, Team Selection, Initial Core Meetings, Initial Core Meetings, Design Reviews, Eco-Charettes, Community / Board Meetings


Communication, Media Relations, Public Record Requests, Legislative Correspondence



Quality, Post-Construction Issues, Contract Reviews, EDGE, Pre-Qualification


Legal Counsel, Contract Review / Development / Approval, Front End Development, Dispute Resolution, GMP Documentation / Negotiation







CM – At Risk (CMR) CM – At Risk (CMR)


New Role (DB)


Outreach, Assessments, Enrollment, Master Planning, Funding, PA Finalization, Pre-Design Consultation, Owner Kick-Offs, Team Selection, Initial Core Meetings, Initial Core Meetings, Design Reviews, Eco-Charettes, Community / Board Meetings


Communication, Media Relations, Public Record Requests, Legislative Correspondence



Quality, Post-Construction Issues, Contract Reviews, EDGE, Pre-Qualification


Legal Counsel, Contract Review / Development / Approval, Front End Development, Dispute Resolution, GMP Documentation / Negotiation







Design-Build (DB) Design-Build (DB)

Summary of Changes to Other OSFC Roles February 21, 2012.

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