Building, Renovation, and Utility Planning Processes

Referenced by UNM Administrative Policies and Procedures, Policy 5310 "Information Technology for Facilities"

The University building, renovation, and utility planning processes consist of the following steps noted below. In each of these phases the CIO or appointed designee will be proactively advised of the schedule for meetings with adequate lead time to allow for the appropriate individuals to actively participate in all aspects of the planning, design, construction, acceptance and warranty processes. Problems with scheduling, ability to participate, levels of expertise and ability to produce and review planning documents in a timely manner will be referred to the CIO and the FREM AVP for prompt resolution.

1. Strategic Initiative: The initial process that determines what will be built, the schedule and the architectural and engineering design team that will be selected to assist in the planning and design processes. Funding is determined from grants, bonds, gifts and/or legislative request.

2. Feasibility/Pre-Plan: Includes budget development, site selection, development of program goals, preliminary scope, life cycle costs, and the development of business and space management plans.

3. Programming: Determination of how the building will be used and designed to effectively fulfill its stated mission, including IT scope and service requirements.

4. Schematic Design/Preliminary Design: 10% design that includes the basic requirements of the design and serves as the basis to begin thinking and commenting on the specific work to be done.

5. Design Development: Takes the design process up to the 50% to 60% level including building systems, utilities and IT infrastructure.

6. Construction Documents: Typically 90% to 100% complete with all building, utility and IT systems clearly defined.

7. Service Requirements: Development of Service Requirements occurs at each of the stages above and includes user input to develop specific IT services to be provided and their cost.

8. Budget review: Occurs in each of the above stages with financial officers.

9. Value Engineering: The optional process that reviews and refines all of the finished plans for appropriate cost, utilities, systems and services. This process is to include all engineering teams, facilities, customer and financial officers.

10. Bid: The bidding process includes a full review and understanding by all planners of the contractors and subcontractors who will be invited to respond to the bid documents. Contractors and subcontractors not fully qualified to carry out all aspects of the work, including IT, will not be invited to bid.

11. Selection: Review of returned bid documents and assisting in determining the best and most appropriate construction team to perform the work.

l2. Construction: Involvement in regular job meetings and participating in quality control activities as a member of the construction management team.

13.Warranty: Warranty review and testing processes prior to accepting the work. Warranties on all IT systems are assumed and managed by the appropriate IT Department.

14. Commissioning of IT Services: Selection of outside commissioning agents and the commissioning processes. This process will be managed by UNM Telecom.

15. Acceptance: Verification that all deliverables, including documentation and test results, have been appropriately accomplished and received. Acceptance of IT services and systems will be overseen by Telecom with input from relevant IT Departments.

16. Installation and Activation of IT Services: The installation of telephones and related equipment, data servers and related equipment, cross connects and jacks. This is the responsibility of UNM Telecom in conjunction with users and related IT departments.