OP PM Checklist

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Kickoff Meeting Date

  Date

DESIGN

• Has work been audited by team?

  Yes

  No

  N/A

• Verify PM has copy of drawing(s)

  Yes

  No

  N/A

• Verify keys have been ordered<br>

  Yes

  No

  N/A

• Verify if there are core drill recommendations or wall strip / wall start recommendations <br>

  Yes

  No

  N/A

• Verify (if needed) that an electrical plan was issued to architect, client or electrician

  Yes

  No

  N/A

• Verify that if there are wall blocking requirements that they are issued to architect<br>

  Yes

  No

  N/A

• Identify any shim requirements, P.O.’s issued with correct dimensions and quantities<br>

  Yes

  No

  N/A

• Identify any critical dimensions<br>

  Yes

  No

  N/A

• Verify touch up paint is specified<br>

  Yes

  No

  N/A

• Identify if the customer is utilizing inventory at OP, get AIM reserve number<br>

  Yes

  No

  N/A

• Verify that design has all furniture and building notes documented on install plans<br>

  Yes

  No

  N/A

• Verify if there are any special install instructions, note on install plans<br>

  Yes

  No

  N/A

• Verify HMPS requirements<br>

  Yes

  No

  N/A

• INSTALLATION DOCUMENTS DUE DATE TO DESIGN (PM to send Outlook Meeting Request to Design)<br>

  Yes

  No

  N/A

• Request set of Construction Drawings & Documents (CAD 2012 or 2013 format & hard copies) from Architect<br>

  Yes

  No

  N/A

• Identify any ‘long lead-time’ items<br>

  Yes

  No

  N/A

SALES

• Verify PM has a copy of final quote to customer/installation quote

  Yes

  No

  N/A

• Verify smaller orders are tagged by areas or room #s

  Yes

  No

  N/A

• Verify that all changes have been run through design prior to / after hand-off including add on product<br>

  Yes

  No

  N/A

• If reconfiguration: To your knowledge, are as-builds to date? Was site field verified?<br>

  Yes

  No

  N/A

• Verify that COM’s (Customers Own Materials) are approved and/or reserved

  Yes

  No

  N/A

• Identify if any special tagging is required in the field, at existing or new location

  Yes

  No

  N/A

• Identify if any site specific safety training is required in the field, at existing or new location

  Yes

  No

  N/A

• Identify if LEED Certification is required, if so what Level (Platinum, Gold, Silver, LEED)?

  Yes

  No

  N/A

• If LEED Certification is required, request LEED Documentation from manufacturers

  Yes

  No

  N/A

SA

• Verify CBD (Call Before Delivery) is Atilla or the assigned PM for drop shipments (include cell phone #)

  Yes

  No

  N/A

• Verify they have PO order break down sheet to place order

  Yes

  No

  N/A

• Verify power whips or ceiling power entries are broken off and shipped to Bent Oak Warehouse EARLY

  Yes

  No

  N/A

• Verify keys are broken off and shipped to Bent Oak Warehouse

  Yes

  No

  N/A

• Verify that specials or ‘Vary Easy Pieces’ are split out on separate P.O.’s

  Yes

  No

  N/A

• Verify that orders with multiple floors are entered on separate P.O.’s

  Yes

  No

  N/A

• Verify all lines are in Core (PM, Design, Install)

  Yes

  No

  N/A

• Verify receipt of all acknowledgements and that they are all checked

  Yes

  No

  N/A

WAREHOUSE ADMIN

• Make sure supervisor and Raquel are aware of incentive before installation

  Yes

  No

  N/A

• Confirm schedule with Raquel

  Yes

  No

  N/A

• Verify paperwork submitted to Matthew and job “pinked” out

  Yes

  No

  N/A

PROJECT MANAGEMENT

• Meet with Jaime to verify you have most up to date installation quote and that it matches the scope of work you have

  Yes

  No

  N/A

• Meet with Jaime to do daily schedule/manpower sheet

  Yes

  No

  N/A

• Schedule HMPS meeting with Gonz, Maria, Raquel, AJ and the designer, establish what is required for installation.

  Yes

  No

  N/A

• Identify if gondola boxes are needed for HMPS tiles, if so, quantity needed & place order

  Yes

  No

  N/A

• Verify COM orders have been shipped and received

  Yes

  No

  N/A

• Verify ship dates coincide with request to arrive dates

  Yes

  No

  N/A

• If City of Houston install, verify electrical permit request issued to client or electrician

  Yes

  No

  N/A

• If City of Houston install, verify electrical work request issued to client or electrician

  Yes

  No

  N/A

• Verify the Quick Reference Electrical Guide was issued to client or electrician

  Yes

  No

  N/A

• Verify trucking information. Put BOL, after hour’s phone number and trucking co. name on work order.

  Yes

  No

  N/A

• Schedule project with Raquel

  Yes

  No

  N/A

• Schedule freight elevator dates & times with GC or Building Manager

  Yes

  No

  N/A

• Issue Delivery and Installation Schedule

  Yes

  No

  N/A

• Pre-Install Meeting scheduled (send meeting request in Outlook calendar)

  Yes

  No

  N/A

• Schedule site specific Safety Training for Installers (if needed)

  Yes

  No

  N/A

• Electrician Start Date & Time

  Yes

  No

  N/A

• Data Contractor Start Date & Time

  Yes

  No

  N/A

• A/V Contractor Start Date & Time

  Yes

  No

  N/A

• Walk-Through site to confirm site readiness before deliveries start

  Yes

  No

  N/A

• Walk-Through with Installers

  Yes

  No

  N/A

• Walk-Through with Customer

  Yes

  No

  N/A

• Walk-Through with GC before first delivery to mark-up Plans with exceptions & get signed-off

  Yes

  No

  N/A

• Establish Status Report on large projects & update and issue weekly

  Yes

  No

  N/A

• For downtown Houston delivery: schedule police officer (through Raquel)

  Yes

  No

  N/A

• For downtown Houston delivery: request parking permit (through City Of Houston)

  Yes

  No

  N/A

Site Visit

• Electrical Locations Checked

  Yes

  No

  N/A

• Construction completion checked

  Yes

  No

  N/A

• Core drill(s)

  Yes

  No

  N/A

• Wall strip/start

  Yes

  No

  N/A

• Critical Dimensions

  Yes

  No

  N/A

• Schedule follow up HMPS meeting with Gonz, AJ, Raquel, Maria and the Designer to review documents generated

  Yes

  No

  N/A

• Verify product received to warehouse (set reminder in Outlook calendar)

  Yes

  No

  N/A

• Mark any AIM reserves complete with install date

  Yes

  No

  N/A

• Notify warehouse staff that delivery paperwork & work orders have been pulled and turned in to Matthew

  Yes

  No

  N/A

• Conduct Pre-Installation Meeting, review daily schedule and budgeted man power with the installation supervisor

  Yes

  No

  N/A

• Complete punch list and turnaround to client within 72 hours (distribute accordingly)

  Yes

  No

  N/A

• Schedule & Conduct Final Acceptance Walk-Through with client for Final Sign-Off

  Yes

  No

  N/A

• Complete project management checklist form and save it in SharePoint

  Yes

  No

  N/A

• Notify Salesperson and SA when job is complete

  Yes

  No

  N/A

• Invoicing – Verify Design and PM time in Core, double check installation against core report.

  Yes

  No

  N/A

• Verify that all travel expenses are incorporated in Core (PM Hrs. to travel, per diem, car, hotel, design, travel exp.)

  Yes

  No

  N/A

• Complete incentive form and submit when invoicing

  Yes

  No

  N/A

• Notify Design of As-Built Update

  Yes

  No

  N/A

• Conduct Post-Installation Review Meeting (on large projects)

  Yes

  No

  N/A

• Confirm in kickoff meeting, person responsible for making the follow up call once project is complete.

  Yes

  No

  N/A

HMPS MEETING

• Confirm any HMPS work that needs to be done in the warehouse<br>

  Yes

  No

  N/A

• Confirm if there is AIM product that will be used and how the reservation should be done to only pull what is needed

  Yes

  No

  N/A

• Identify any parts that need to be ordered and sent early for pre-assembly or parts that need to be ordered as stock

  Yes

  No

  N/A

• Identify location of tile store

  Yes

  No

  N/A

• Identify tile legend for tile store signs and shopping

  Yes

  No

  N/A

• Identify how many tiles can fit in a gondola box to determine shopping list sizes

  Yes

  No

  N/A

• Identify any tiles that cannot be shopped (Window, Marker, and Rail)

  Yes

  No

  N/A

• Identify start and stop positions on the plans for each cluster, identify how those will be “marked “for the installers

  Yes

  No

  N/A

• Identify staging of product for most efficient and effective install

  Yes

  No

  N/A

• Identify carts needed

  Yes

  No

  N/A

• Identify where product will be de-trashed for minimal double handling

  Yes

  No

  N/A

• Determine if any product should be pre-built to show the installation crew the final product before they begin their install

  Yes

  No

  N/A

• Identify what documents need to be generated from design and when they need to be ready

  Yes

  No

  N/A

• Identify what documents need to be generated from project management and when they need to be ready

  Yes

  No

  N/A

CUSTOMER

• Understand client installation expectations

  Yes

  No

  N/A

• Understand all safety and PPE requirements. Update SharePoint (Safety tab, safety requirements for client sites)

  Yes

  No

  N/A

• Understand client move-in date

  Yes

  No

  N/A

• Determine if the client has hired an architectural firm

  Yes

  No

  N/A

• Determine if the client has hired a “moving” company

  Yes

  No

  N/A

• Determine if there is a staging area on site

  Yes

  No

  N/A

• Discuss electrical, data and AV installation

  Yes

  No

  N/A

IF CITY OF HOUSTON INSTALL

• Discuss electrical permits to be pulled and work to be done by electrician

  Yes

  No

  N/A

GENERAL CONTRACTOR

• Who is the General Contractor?

• Acquire a copy of construction schedule

  Yes

  No

  N/A

• Acquire a copy of contact names, emails & cell numbers

  Yes

  No

  N/A

• Acquire a GC/Client “Incident Reporting” protocol

  Yes

  No

  N/A

• Confirm if Site Specific Safety Training is required and schedule times and dates

  Yes

  No

  N/A

• Determine if there are construction meetings

  Yes

  No

  N/A

PROPERTY MANAGER

• Who is the Property Manager?

• Issue Certificate of Insurance

  Yes

  No

  N/A

• Issue Building/Elevator access request

  Yes

  No

  N/A

• Understand dock requirements and restrictions

  Yes

  No

  N/A

• Understand building requirements and protection

  Yes

  No

  N/A

• Understand usage of freight elevators and/or passenger elevators

  Yes

  No

  N/A

• Understand if overtime air & lighting is provided or must be scheduled

  Yes

  No

  N/A

ELECTRICIAN

• Who is the electrician?

• If City of Houston, submit request for permits and installation of electrical components

  Yes

  No

  N/A

• Make electrician aware of timeline for electrical install

  Yes

  No

  N/A

• Send electrician wiring diagram of power whip and for furniture

  Yes

  No

  N/A

• Verify if electrician wants power whips for early install

  Yes

  No

  N/A

DATA TECHNICIAN

• Who is the data technician?

• Make technician aware of timeline for data install

  Yes

  No

  N/A

• Send technician info on faceplates for furniture

  Yes

  No

  N/A

A/V TECHNICIAN

• Who is the A/V Contractor?

• Make technician aware of timeline for conference furniture install

  Yes

  No

  N/A

• Send technician info on bases for tables

  Yes

  No

  N/A

MOVE MANAGER

• Who is the Move Manager?

• What is the move in date?

  Date

• Acquire a copy of Content Move Schedule & confirm if there are any conflicts with late furniture deliveries

  Yes

  No

  N/A

• Make move coordinator aware of installation completion date and time

  Yes

  No

  N/A

• Determine if OP needs to provide Move-in Coverage during the move and/or Post-Move Coverage

  Yes

  No

  N/A