Introduction to Public Works - 2022 - Training Plan Overview - Project Delivery Essentials

Sep 12, 2026

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Training plan overview for public works project delivery, guiding participants through the full project lifecycle from early project identification to closeout. Covers project assignment and documentation requirements, delegation of authority, budget development and ongoing cost management, and procurement decision-making including consultant selection without pricing shopping. Explains preparation of bid documents, bid and pre-meeting steps, construction oversight and QA, scheduling, billing, change orders, disputes/protests, and final closeout. Includes key roles, responsibilities, and reference handouts/templates.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages35

Reading Time12 min

AccessFree to download

Project Identification

Budget Management

Consultant Procurement

Design A/E Liability, E&O and How to Manage a Consultant

Bid Documents

Bidding

Pre-Bid Meeting

Pre-Construction Meeting

Construction Oversight/QA

Schedules

Billing

Change Orders

Disputes/Protests

Closeout

2022 Introduction to Public Works Training Plan Overview 1 . Project Identification 2. Budget Management 3. Consultant Procurement 4. Design A/E Liability, E&O, How to Manage Consultant 5. Bid Documents 6. Bidding 7. Pre‐Bid Meeting 8. Pre‐Construction Meeting 9. Construction Oversight/QA 10. Schedules 11 . Billing 12. Change Orders 13. Disputes/Protests 14. Closeout Project Identification Assess the project first with your Lead PM and determine best fit projects to assign. Final project assignment is ultimately granted by the AVP Facilities Services, Capital. All projects will be Project and Contract documented in AiM. Setup: [fs.accounting@wsu.edu](fs.accounting@wsu.edu); [contracts@wsu.edu](contracts@wsu.edu) Handouts/Reference Material: New Project Request Email Template Funding Request Form Project Charter Template Find materials in: Facilities Services Capital SharePoint, Master Forms Library Understand Delegation of Authority / Project Charters/Agreements Project Initiation Roles and Responsibilities Know the playing field of people who need to be aware of the project as it is being born: • Project Managers/Lead Project Managers • Construction Managers/Lead Construction Manager • Liaisons • Interior Designers • Client Finance / FS Finance • Executive Group • Project Decision Makers Budget Management Initial Budget Development • Do a thorough review of all potential costs • Assign cost to each potential item • Use budget template as a starting point • Include items such as permits, tax, special consultants, WSU costs Budget Management • Update budget numbers with committed cost as early as possible • Manage anticipated costs • Track potential unforeseen items • Know where your cost are at so decisions can be made quickly Handouts/Reference Material: Budget Template Procurement Types We look at procurement types as a toolbelt. Full of tools and it is our job to pick the best one for the job. Talk with the Lead PMs and Contract Manager to determine best fit for the project. Knowing the intended procurement model will likely influence what services you need from a consultant. Handouts/Reference Material: PW and Consult Contracting Cheat Sheet Consultant Procurement When consultant services are needed to successfully bid a project a consultant may be selected by one of two following methods: 1 . Via a Master Agreement 2. Off the Roster (\\fais007\CAPITAL\Admin) Remember!– Select based upon qualifications, negotiate a proposal, then award. DO NOT price shop – it is against the law. Upon successful proposal email [contracts@wsu.edu](contracts@wsu.edu) to request the contract. Handouts/Reference Material: Schedule of Master Agreements Consultant Roster Selection Consultant Roster Registration Form Sample Consultant Agreement Selection Memo Attachment A – Schedule of Services Design A/E, E&O and How to Manage a Consultant • Once you’ve selected a Consultant ‐ • Request Proposal for services • Define the Scope and Schedule • Negotiate fee – 10% of construction estimate is a good rule of thumb for a/e fee • Proposal is the basis for their contract • Managing a Consultant • Understanding the deliverables– detailed expectations • Enforcing the Schedule – a good consultant would keep you up to date • How to get their attention ‐ $$ talks • Managing the Design Review process Handouts/Reference Material: Design Process Review Review Comments Log Template Design A/E Liability Agreements vs Purchase Orders (the Consultant agreement includes specific insurance requirements of a designer) E&O (errors and omissions) expectations • A/E is responsible for redesign if they were at fault • Additional work by contractor or A/E is not considered E&O • Some level of E&O is expected as no design is perfect Design A/E, E&O Con’t Handouts/Reference Material: Procurement Matrix Bid Doc

FAQs

How are public works projects initially identified and assigned?

Assess each project with the Lead PM to determine the best fit for assignment. Final project assignment is granted by the AVP Facilities Services, Capital, and projects are documented in AiM.

What key steps support effective budget management?

Review all potential costs, assign costs to each item, use a budget template as a starting point, include items such as permits and special consultants, then update budget numbers with committed costs as early as possible and track unforeseen items.

How should consultant procurement be handled?

Select consultants based on qualifications, negotiate a proposal, and then award—do not price shop. Consultant services can be selected via a master agreement or off the roster, and successful proposal requests are emailed to contracts@wsu.edu.

Sep 12, 2026

Upload by Aldword