| 1 | | | Web Form | |  | Rosalyn Voget | Not Started | | | | Input the Initial Project Assumptions into the intake form - See the link in the comment cell on this line |
| 2 | SD - Schematic Design | | | Establish Initial Project Goals |
| | | | Philip Neumann | Not Started | | | | Outline the broad goals for the project - client expectations for function and comfort |
| 3 | SD - Schematic Design | | | Receive Drawings, Plans, Elevations, Window Schedules |
| | | | Rosalyn Voget | Not Started | | | | Attach drawings and schedules to cell this row in column 3 |
| 4 | SD - Schematic Design | | | Enter Building Assemblies and Areas into Energy Model |
| | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 5 | SD - Schematic Design | | | Verify Internal Load Assumptions |
| | | | Philip Neumann | Not Started | | | | Distribute System Design Assumptions for Verification |
| 6 | SD - Schematic Design | | | Run Initial Heating and Cooling Loads |
| | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 7 | SD - Schematic Design | | | Report Unusual Gains or Losses in Building |
| | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 8 | SD - Schematic Design | | | Prepare Matrix of System Options Based on Loads |
| | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 9 | SD - Schematic Design | | | Prepare Initial Energy Consumption Estimate based on Current Design |
| | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 10 | SD - Schematic Design | | | Prepare Initial Energy Code Compliance |
| T-24 0.1-.04 | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 11 | SD - Schematic Design | | | Assemble City/County Green Building Compliance Paperwork |
| GB 1.0-2.2 | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 12 | SD - Schematic Design | | | Prepare Initial Schematic of System Layout |
| M 1.0-2.xx | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 13 | SD - Schematic Design | | | Update Schematic Based on Design Review |
| M 1.0-2.xx | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 14 | SD - Schematic Design | | | Submit Schematic System Design to Structural |
| M 1.0-2.xx | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 15 | SD - Schematic Design | | | Prepare Initial Radiant Design & Layout |
| M 2.0 -2.xx | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 16 | SD - Schematic Design | | | Prepare Initial Hydronic Piping Schematic |
| M 0.5 | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 17 | SD - Schematic Design | | | Prepare Initial Site Generated Energy Schematic |
| M 3.0 | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 18 | | |  | Design Develpment -DD |
| | | | | | | | | |
| 19 | DD - Design Development | | | Review Schematics from Structural Feedback |
| M 1.0-2.xx | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 20 | DD - Design Development | | | Prepare Equipment & Material List for Precon Pricing |
| | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 21 | DD - Design Development | | | Update System & Building Assembly Based on Precon Pricing |
| | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 22 | DD - Design Development | | | Upload CF-1R for Permit Submittal for Architect Sign off |
| | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 23 | DD - Design Development | | | Prepare Mechanical Notes and ASHRAE 62.2 Compliance Notes |
| M 0.1 | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 24 | DD - Design Development | | | Prepare Permit Submittals - Permit Set |
| Permit Set | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 25 | DD - Design Development | | | Issue Permit Submittals - Permit Set |
| Permit Set | | | Philip Neumann | Not Started | | | | Design Team to Specify Qty of Sets and Signatures (Wet or Digital) |
| 26 | DD - Design Development | | Permit Set | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 27 | DD - Design Development | | | Prepare Permit Plan Check Submittals |
| Plan Check Set | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 28 | DD - Design Development | | | Assemble Planset for Initial CD Set |
| CD Set | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 29 | DD - Design Development | | | Update Equipment Schedules |
| M 0.2 | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 30 | | | | PreConstruction -CDs |
| | | | | | | | | |
| 31 | CD-Preconstruction | | | Coordinate System Architectural Details |
| M 0.3 | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 32 | CD-Preconstruction | | | Coordinate System Architectural Details Interiors |
| M 0.3 | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 33 | CD-Preconstruction | | | Update Air Distribution Schedules |
| M 0.2 | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 34 | CD-Preconstruction | | | Review Controls/Low Voltage Options |
| M 0.8 | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 35 | CD-Preconstruction | | | Prepare Controls Schematics |
| M 0.8 | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 36 | CD-Preconstruction | | | Detailed Clash Check and Constructability Review |
| Initial CD Set | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 37 | CD-Preconstruction | | | Update Plans from Constructability Review |
| CD Set | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 38 | CD-Preconstruction | | | Update CF-1R from Window Mfr. Submittals |
| T-24 1.0 - 1.xx | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 39 | CD-Preconstruction | | | Update CF-1R Building Assemblies from GC requests |
| T-24 1.0 - 1.xx | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 40 | CD-Preconstruction | | CD Set | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 41 | | | | Construction Administration - CA |
| | | | | | | | | |
| 42 | CA-Construction Admin | | | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 43 | CA-Construction Admin | | | Site Inspections for System Coordination |
| | | | Philip Neumann | Not Started | | | | Refer to Shared Green Building Checklist Sheet in Project Workspace |
| 44 | CA-Construction Admin | | | Update CD Set from RFI updates or changes |
| | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 45 | CA-Construction Admin | | | Update CD Set from Contractors/Architect Field Updates |
| | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 46 | CA-Construction Admin | | | | | Philip Neumann | Not Started | | | | Place Link to File in Project Shared Folder in Comments Cell this Line or Attach in Attachment Cell |
| 47 | CA-Construction Admin | | | Distribute Letters of Accountability to GC for CALGreen Compliance |
| | | | Rosalyn Voget | Not Started | | | | Refer to Shared Green Building Checklist Sheet in Project Workspace |
| 48 | CA-Construction Admin | | | Assemble Submittals and Letters of Accountability for CALGreen and AHJ Green Building Requirements |
| | | | Rosalyn Voget | Not Started | | | | Refer to Shared Green Building Checklist Sheet in Project Workspace |
| 49 | CA-Construction Admin | | | Site Inspections for System Installation QC |
| | | | Philip Neumann | Not Started | | | | Refer to Shared Green Building Checklist Sheet in Project Workspace |
| 50 | CA-Construction Admin | | | Site Inspections for CALGreen - AHJ Green Building Compliance |
| | | | Philip Neumann | Not Started | | | | Refer to Shared Green Building Checklist Sheet in Project Workspace |
| 51 | CA-Construction Admin | | | Assemble CF-2Rs for Final Inspection |
| | | | Rosalyn Voget | Not Started | | | | Refer to Shared Green Building Checklist Sheet in Project Workspace |
| 52 | CA-Construction Admin | | | Prepare Green Building Compliance for Final Inspection |
| GB 1.0 - GB 2.xx | | | Philip Neumann | Not Started | | | | Refer to Shared Green Building Checklist Sheet in Project Workspace |