24/25 Lean Capital Outlay Management Plan for the Delegation of Capital Outlay Authority

This form is for use solely by Campuses with larger Org Charts and a larger Major Cap Budget.

Introduction

Per the Form of Delegation Agreement for the delegation of capital outlay management authority, all campuses must submit an updated management plan annually. Please submit your updated plan no later than Friday, January 10th, 2025, for review by the Certification Review Board. For your convenience, CPDC has created a Smartsheet template to simplify and streamline the management plan process for each Campus. The leaner Capital Outlay Management Plan is below. Please follow the directions carefully to ensure compliance.

Statement of Compliance

Once this Capital Outlay Management Plan is submitted and approved, the formal Delegation Letter will be sent to the Campus President (or vice president), asking for their signature of acceptance.

Delegations are subject to modifications or adjustments based on Campus performance and this submittal.

Campus*

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Campus President (or VP) Name*

Identify person who will sign the formal Delegation Letter.

Campus President (or VP) Email*

Organizational Chart*

Please attach your ORG Chart here. Provide signature authority for every position on the organizational chart (please note that positions filled by consultants shall have no contractual or monetary signature authority); If a position has no signature authority, indicate on organization chart as $0.

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Program-Wide Functions

Please provide names and titles for the following Program Wide Functions. It is understood that a single person may perform multiple functions. If any positions are unfilled, type "Vacant."

Executive Facilities Officer

EFO Name*

EFO Email *

EFO Title*

Director of Facilities Operations

DFO Name*

DFO Email*

DFO Title*

Campus Deputy Building Official

CDBO Name*

CDBO Email*

CDBO Title*

Procurement Officer

PO Name

PO Email

PO Title

Public Works Buyer(s)

Procurement staff delegated PW procurement responsibilities.

Public Works Buyer Name(s)

PW Buyer Email(s)

Campus Risk Manager

CRM Name*

CRM Email *

CRM Title*

Construction Administrator

CA Name*

CA Email*

CA Title*

Lead Certified Access Specialist

Identify whether external or internal employee

CASp Name(s)*

CASp Email*

CASp Title*

Campus Environmental Health & Safety Program Administrator

EH&S Name*

EH&S Email*

EH&S Title*

Campus EH&S Construction Safety

EH&S staff delegated construction safety responsibilities.

EH&S Construction Safety Name

EH&S Construction Safety Email

EH&S Construction Safety Title

Campus Architect

Architect Name*

Architect Email *

Architect Title*

Title 19 Compliance Coordinator

Delegated person responsible for Title 19 compliance and coordination with Office of State Fire Marshal.

Title 19 Compliance Coordinator Name

Title 19 Compliance Coordinator Email

Title 19 Compliance Coordinator Title

Campus Impairment Coordinator

Delegated person responsible for Title 24 compliance and coordination of impaired fire alarms and sprinkler systems in occupied facilities.

Impairment Coordinator Name

Impairment Coordinator Email

Impairment Coordinator Title

Project Team's Overview

The purpose of this overview is to collect data systemwide that will allow for systemwide comparisons. The goal is to create a benchmark using common metrics for capital project delivery.

Please list all Project Managers, Construction Administrators/Managers, and IORs, and the total number of Major Cap projects assigned to each of them that are currently under design or construction or expected to be awarded after submission of this plan but before December 31st, 2025.

This list shall include P3, auxiliary, TOCA, and energy projects.

Project Manager Count (<=12)*

If you have more than 12 Project Managers, please include the first 12 here and then the remaining count in the next fields.

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Project Manager Count (>12; <=16)

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Project Manager Count (>16)

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Project Manager 1*

Number of Major CAP Projects Assigned (PM-1)*

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Project Manager 2*

Number of Major CAP Projects Assigned (PM-2)*

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Project Manager 3*

Number of Major CAP Projects Assigned (PM-3)

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Project Manager 4*

Number of Major CAP Projects Assigned (PM-4)*

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Project Manager 5*

Number of Major CAP Projects Assigned (PM-5)*

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Project Manager 6*

Number of Major CAP Projects Assigned (PM-6)*

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Project Manager 7*

Number of Major CAP Projects Assigned (PM-7)*

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Project Manager 8*

Number of Major CAP Projects Assigned (PM-8)*

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Project Manager 9*

Number of Major CAP Projects Assigned (PM-9)*

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Project Manager 10*

Number of Major CAP Projects Assigned (PM-10)*

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Project Manager 11*

Number of Major CAP Projects Assigned (PM-11)*

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Project Manager 12*

Number of Major CAP Projects Assigned (PM-12)*

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Project Manager 13*

Number of Major CAP Projects Assigned (PM-13)*

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Project Manager 14*

Number of Major CAP Projects Assigned (PM-14)*

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Project Manager 15*

Number of Major CAP Projects Assigned (PM-15)*

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Project Manager 16*

Number of Major CAP Projects Assigned (PM-16)*

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Project Manager 17*

Number of Major CAP Projects Assigned (PM-17)*

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Project Manager 18*

Number of Major CAP Projects Assigned (PM-18)*

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Project Manager 19*

Number of Major CAP Projects Assigned (PM-19)*

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Project Manager 20*

Number of Major CAP Projects Assigned (PM-20)*

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Project Manager 21*

Number of Major CAP Projects Assigned (PM-21)*

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Project Manager 22*

Number of Major CAP Projects Assigned (PM-22)*

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Project Manager 23*

Number of Major CAP Projects Assigned (PM-23)*

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Project Manager 24*

Number of Major CAP Projects Assigned (PM-24)*

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Construction Manager Count*

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Construction Manager 1*

Number of Major CAP Projects Assigned (CM-1)*

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Construction Manager 2*

Number of Major CAP Projects Assigned (CM-2)*

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Construction Manager 3*

Number of Major CAP Projects Assigned (CM-3)*

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Construction Manager 4*

Number of Major CAP Projects Assigned (CM-4)*

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Construction Manager 5*

Number of Major CAP Projects Assigned (CM-5)*

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Construction Manager 6*

Number of Major CAP Projects Assigned (CM-6)*

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Inspector of Record Count*

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IOR 1*

Number of Major Cap Projects Assigned (IOR-1)*

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IOR 2*

Number of Major Cap Projects Assigned (IOR-2)

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IOR 3*

Number of Major Cap Projects Assigned (IOR-3)*

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IOR 4*

Number of Major Cap Projects Assigned (IOR-4)*

IOR 5

Number of Major Cap Projects Assigned (IOR-5)

Scheduler *

Cost Estimator *

Major Capital Projects

List all Major Capital Projects currently in design or construction or anticipated to begin design and construction in 2025.

Total Project Budgets (PWCE)*

For all Major Cap Projects currently in design or construction or anticipated to begin design and construction in 2025.

Project Count (<=15)*

If you have more than 15 projects, please include the remaining count in the next field.

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Project Count (>15)

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Project 1*