2016MB CAPITAL-PMP Template

Sep 2, 2026

Upload by Quinn

Template for completing and submitting a Project Management Plan (PMP) for projects funded through the 2016 Measure B Program Office. It guides preparation of baseline scope, project background, cost estimates and budgets by major phase, schedules and milestones, and staffing with required project manager contact details. It also covers delivery/procurement approach, stakeholder coordination and permits, management control strategy including cost/performance measures and change control, and risk management updates after each major phase.

LanguageEnglish

CategoryForms

FormatDOCX

Pages4

Reading Time2 min

AccessFree to download

General Instructions

Project Background & Scope

Project Cost Estimates and Budget

Project Schedule and Milestones

Project Management Team

Project Delivery Method and Implementation

Stakeholder Coordination and Requirements

Project Management and Control Strategy

Risk Management

Project Name: Enter project name. Submitted by: Enter the name of person who filled out this PMP and the jurisdiction. Version: (First submittal or revision version) Date: Submittal date. General Instructions: If your project already has an existing PMP in a different format, you may submit it to 2016 Measure B Program Office for review in lieu of this form. You still need to answer the questions in this template that are not included in your existing PMP. Please update and resubmit the Project Management Plan after completion of each major phase that is covered by 2016 Measure B funds (“major phase”): Conceptual/Planning Phase, PID/Preliminary Engineering, PA&ED, PS&E/Final Design/ROW/Bid Document Preparation, Construction, including Landscaping, if applicable. Items that should be updated as time goes: Project Schedule: ROW acquisition status, Bidding, Award, NTP to contractor Reconciliation of bids vs. budget Permits Changes in project risks PROJECT BACKGROUND & SCOPE Identify project purpose, scope, phases, and background (“Baseline Scope”). Project scope needs to be consistent with project description in the Agreement. If there are changes to the Baseline Scope, you need to submit an updated PMP with discussions on associated impacts to schedule and cost. Provide a project location map. If the map is provided in the Complete Streets (CS) checklist, a reference to the CS checklist should be made. Who funds the project? Who will own, operate, and maintain the facility? Who is the project implementation agency/agencies. Has the project been environmentally cleared/exempt? Specify level of clearance and the approving agency. Click or tap here to enter text. PROJECT COST ESTIMATES AND BUDGET List cost estimate and budget for each project phase covered by this PMP. Add rows for additional fund sources and columns for additional project WBS as needed. If the project is not fully funded, please briefly describe a plan or a strategy to fully fund the project. PROJECT SCHEDULE AND MILESTONES Click or tap here to enter text. PROJECT MANAGEMENT TEAM (Including but not limited to: Project Sponsor(s), Project Manager, Project Engineer, Outreach, etc. You must identify a Project Manager and provide email/phone contact. For projects that receive over $10M of 2016 Measure B funding, you must attach or provide a link to the project staffing plan. Click or tap here to enter text. PROJECT DELIVERY METHOD AND IMPLEMENTATION Describe project procurement/delivery method List Co-op Agreements and Permits required and their status (executed/in development) Professional Services for Design and Construction Support Professional Services for Construction Management Construction Contract Specialty Work Other Click or tap here to enter text. STAKEHOLDER COORDINATION AND REQUIREMENTS (if applicable) CPUC Safety Certification Caltrans project coordination and approval Right-of-way purchase and certification Third party utility relocation Other funding agencies coordination Inter-agency Agreements Permits Click or tap here to enter text. PROJECT MANAGEMENT AND CONTROL STRATEGY What are the top 3 critical issues for each major phase of the project? How does the PM address them? Click or tap here to enter text. Project cost control and performance measure (commonly used earn value method). Click or tap here to enter text. Describe how baseline measures changes are managed (change control committee and change justification documentation). Click or tap here to enter text. RISK MANAGEMENT Identify potential risks: What risks are unique to this project? This section should be updated after completion of each major phase: what risk increases/changes in the process? What risks are retired/reduced as the project progresses? Click or tap here to enter text. Risk management tool (cost trending report, set threshold that may require budgetary action when cost overrun exceeds the limit.) Click or tap here to enter text. Mitigation measur

FAQs

When must the Project Management Plan be updated and resubmitted?

Update and resubmit the PMP after completion of each major phase covered by 2016 Measure B funds, including the specific phase list provided in the template. Also update time-sensitive items such as schedule milestones, permits, bid-to-budget reconciliation, and project risks as they change.

What information is required in the Project Background & Scope section?

The section requires project purpose, scope, phases, and baseline scope consistent with the project description in the Agreement. It also asks for a project location map reference and details about funding, ownership/operation/maintenance, implementation agencies, and environmental clearance status.

How should cost, schedule, and performance be managed in this PMP?

Provide cost estimates and budgets by each project phase, and describe strategies to fully fund the project if not fully funded. Include the project schedule and milestones, project cost control and performance measures (commonly using the earned value method), and explain how baseline measure changes are handled through change control documentation.

Sep 2, 2026

Upload by Quinn