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Memorandum of Understanding Blank Forms

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					         C-1 and S-1 Forms Main Menu
               (click on the hyperlinks below)

Instructions

S-1 Form

C-1 Form

Budget Recommendation Summary

Print Forms
BASIC INSTRUCTIONS

Please read all of these basic instructions before proceeding.

For more detailed instructions on the required content of the S-1 and C-1 forms, download the
additional instructions available from the DPB website:         click here

Macros:

● To complete these forms, Excel must be configured to "enable" the use of macros.
  To enable macros, the Excel "Macro Security Level" must be set to medium or low. (Medium is recommended).
  To set the Macro Security Level, go to the "Tools" menu, then select "Macro" and "Security".
  Next select the Security Level tab and pick medium or low.
  Close Excel, then immediately reopen Excel and this form.
  If you chose medium security, you will receive a prompt to Enable or Disable macros. (Pick "Enable".)
  If you chose low security, you will not receive a prompt, but macros will be enabled.
  (High macro security will not allow the macros to run.)

Sequence of Completion:

● Complete the S-1 (Scope Profile) Form before completing the C-1 (Cost Profile) Form.


● To complete the S-1 Form, choose S-1 Form from the Main Menu.
   This will direct you to another menu to select the various S-1 sections.


● To complete the C-1 Form, chose C-1 Form from the Main Menu.
   This will direct you to another menu to select the various C-1 sections.


● After completing the S-1 and C-1 Forms, view the summary data on the Budget Recommendation Summary by
  choosing Budget Recommendation Summary from the Main Menu.

● The Budget Recommendation Summary Sheet (BRS) is used by DPB to compare the agency-proposed
  budget/scope to the budget and scope recommendations made by DGS/BCOM.

● It is important to provide complete data in the S-1 and C-1 forms as the summary data from these forms is
  carrried forward to the Budget Recommendation Summary Sheet. ( It is especially important to complete
  Part K of Form C-1 to credit prior funds from the amount requested in the proposed project budget. )

● Verify the "Agency Request" column on the Budget Recommendation Summary (BRS) is correct.
  Click on the "Budget Recommendation Summary" menu to view or print the BRS.

   If any agency data on the BRS is incorrect, correct the source data on the S-1 and C-1 forms.
   The BRS form may not be edited directly.

Printing the S-1 and C-1 Forms

● Individual parts/sections may be printed by clicking on the printer icon while a specific section is
  displayed on screen.

● To print the complete S-1, C-1, and Budget Recommendation Summary forms, select
  Print Forms form the Main Menu.

When Complete

● E-mail the completed Excel "C-1_S-1.xls" file to the appropriate DPB email address.
   ( Do not send a pdf or paper version. The original Excel file must be submitted ! )
Basic Spreadsheet Navigation:

● The fields which will accept data input are highlighted in yellow ---->

● To move forward to the next field, press the tab key.

● To move backward to the previous field, hold down the shift key then press the tab key.

● The cursor keys or mouse may also be used to select a specific field for data entry.

Misc Instructions

● With the possible exception of Part D of Form S1, Space Requirements Information, it should
  not be necessary to modify these forms. If additional lines are needed for the Space
  Requirements section, do the following:

   ●    Select Tools/Protection/Unprotect Sheet
   ●    Insert additional rows as required
   ●    Copy an existing row to the new rows to copy formulas into the new rows.
   ●    Select Tools/Protection/Protect Sheet (Select OK. Leave the password blank.)

Still need help?

   ●    For "content-related" questions, call (804)371-7541.
   ●    For "software related" questions, call (804)371-7543.
   ●    Alternatively, questions on both content and software may be emailed to:
        capout@dgs.virginia.gov
  S-1 (Scope Profile) Form
  The table below identifies which Scope Profile (S-1) sections are required for each type of project.
  To access a specific section, click on the links below.

                                                                                        Type of Project ?

                                                                                                                     Non-Building
                                                                              Building Project ?
                                                                                                                        Project ?
                                                              New                                       New       (e.g., heating plant,
                                                           Construction          Renovation         Construction    water treatment,
               REQUIRED S-1 SECTION                          Only ?               Only ? *         & Renovation ? wastewater, etc.)
    General Information                                        Part A               Part A             Part A             Part A
    New Construction Information                               Part B                                  Part B
    Renovation Information                                                          Part C             Part C
    Existing Conditions/ Proposed Improvements                                    Table C-1           Table C-1
    Space Program *                                            Part D               Part D             Part D
    Gross Area Summary                                         Part E               Part E             Part E
    Sitework Information                                       Part F               Part F             Part F             Part F
    Utilities Information                                      Part G              Part G              Part G             Part G
    "Non-Building" Project Information                                                                                    Part H

  * - "Renovation Only" projects which are comprised of only "Type B" renovation work, do not require a completed
       Space Program (Part D) form. Part D, however, is required for projects which include new construction or "Type A"
       renovation work. See definitions of "Type A" and "Type B" renovation work below.

What is meant by a "Type A" or a "Type B" renovation ?

  "Type A" Renovation:


    A renovation of a space which involves:
        a change in Use or Occupancy as defined by the building code.
        removal, relocation, or addition of any wall or fixed partition.

        ( A space program must be provided in Part D for all "Type A" renovation work. )

  "Type B" Renovation:


    Any other renovation scope not already included as a "Type A" renovation.
    Examples include:


        replacement in kind
        ordinary repairs
        cosmetic improvements
        removal, addition, or alteration of mechanical, electrical, and plumbing systems

        ( A space program is not required for "Type B" renovation work. )
C-1 (Cost Profile) Form

The table below list the Cost Profile (C-1) section which are required for each project.
To access a specific section, click on its link below.

        REQUIRED C-1 SECTIONS                     Link
 General Information                             Part A
 Acquisition Cost                                Part B
 Building & Built-in Equipment Cost              Part C
   Comparable Project Pricing                    Part C1
   Reference Guide Pricing                       Part C2
 Sitework & Utilities Cost                       Part D
   Comparable Project Pricing                    Part D1
 Architechural & Engineering Fees                Part E
 Furnishings & Equipment Cost                    Part F
 Construction Contingency                        Part G
 Project Inspection Cost                         Part H
 Other Costs                                      Part I
 Planning Only Cost                              Part J
 Net Funding Requested                           Part K
 Comments/Remarks                                Part L
PRINT MENU
                                                                                                     DPB Form S-1
               Virginia Department of Planning and Budget                                                 March 2007

               PROJECT SCOPE PROFILE                                               Biennium:         2008 - 2010
                                                                                   Date Prepared:
                                          A. General Information

1. Agency Name:                                                                    2. Agency Code:

3. Project Title:                                                                  4. Agency Priority:

5. Name of Person to Contact about this Form:
6. Contact Person's Telephone Number:
7. Contact Person's E-mail Address:

8. Proposed Level of Quality for this Project:    Good - average to above average quality

9. Current Level of Project Scope Definition:     Conceptual - general definition of overall project scope only

                                   B. New Construction Information
                         (Complete this section for new buildings & building additions.)

1. Description of Proposed Use (describe general functions/activities):




2. Basic Shape:                                        3. Number of Stories:               4. Height:

5. Exterior Walls:



6. Interior Walls:



7. Floor Finishes:



8. Ceilings:



9. Special Building Features and Rationalle for Each (e.g., atrium, skylights, monumental stair, etc.):




10. Special Building Mechanical Systems or Features:




11. Special Building Electrical Systems or Features:
DPB Form S-1 (Project Scope Profile)

                                        C. Renovation Information
                                    (Complete this section for renovations.)

1. Description of Present Use of existing space:




2. Description of Proposed Use of existing space:




3. Basic Shape:                                     4. Number of Stories:      5. Height:

6. Year Building was Constructed:

7. Summary of Existing Conditions (provide details in Table C-1):




8. Summary of Proposed Improvements (provide details in Table C-1):




9. Date of Building Condition Survey:
DPB Form S-1 (Project Scope Profile)

                                                 Table C-1

                           Existing Conditions/Proposed Improvements

                       Survey of Existing Conditions                                  Affected
       Building      Needs Needs Needs        Needs                  Description of   Floor or
       System         No    Minor Major       To Be                    Proposed         Roof
                     Work Repair Repair Replaced                     Improvements     Area (SF)
1.    Building          0%      0%       0%          0%
      Foundation:
2.    Building          0%      0%       0%          0%
      Frame:
3.    Supported         0%      0%       0%          0%
      Floors:
4.    Roof              0%      0%       0%          0%
      Structure:
5.    Roof              0%      0%       0%          0%
      Membrane:
6.    Exterior          0%      0%       0%          0%
      Walls:
7.    Window            0%      0%       0%          0%
      Systems:
8.    Doors and         0%      0%       0%          0%
      Hard ware
9.    Interior          0%      0%       0%          0%
      Walls:
10.   Interior          0%      0%       0%          0%
      Finishes:
11.   Domestic          0%      0%       0%          0%
      Plumbing:
12.   Mechanical        0%      0%       0%          0%
      (HVAC)
13.   Fire Sprinkler    0%      0%       0%          0%
      Systems:
14.   Electrical        0%      0%       0%          0%
      Power:
15.   Interior          0%      0%       0%          0%
      Lighting:
16.   Fire Alarm        0%      0%       0%          0%
      Systems:
17.   Security          0%      0%       0%          0%
      Systems:
18.   Other Systems (describe existing conditions & proposed improvements):
DPB Form S-1 (Project Scope Profile)
                                                        D. Space Program Information

- Complete this table for New Construction and "Type A" Renovation only.
- Do not include "Type B" Renovation in this table. ( Refer to Part E for a definition of "Type A" and "Type B" Renovations. )
- Do not list "non-assignable" spaces (e.g., corridors, lobbies, toilets, stairs, mechanical rooms, etc.) in this table.
- Non-assignable spaces are included in the total gross area by applying the building efficiency factors (Lines 3h and 3i).
- See the instructions for additional information.
 NOTE: Building Efficiency Factors must be entered in Lines 3h and 3i at the bottom of this form to properly calculate total gross area.

         a                    b                     c                 d          e         f           g=exf            h=g-i              i
                                                                                        Required
                                                                                          Net             Total        Portion of     Portion of
                                                Special           Number                 Square         Net Area        Net Area      Net Area
                                             Requirements/           of      Number       Feet      (i.e., program-     Which Is      Which Is
                          Function/          Basis For Area       Stations     of         Per          assignable         New         "Type A"
    Space Type              Use              Requirements         or Users   Spaces      Space        sq. footage)    Construction   Renovation
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
DPB Form S-1 (Project Scope Profile)
                                                        D. Space Program Information

- Complete this table for New Construction and "Type A" Renovation only.
- Do not include "Type B" Renovation in this table. ( Refer to Part E for a definition of "Type A" and "Type B" Renovations. )
- Do not list "non-assignable" spaces (e.g., corridors, lobbies, toilets, stairs, mechanical rooms, etc.) in this table.
- Non-assignable spaces are included in the total gross area by applying the building efficiency factors (Lines 3h and 3i).
- See the instructions for additional information.
 NOTE: Building Efficiency Factors must be entered in Lines 3h and 3i at the bottom of this form to properly calculate total gross area.

         a                    b                     c                 d          e         f           g=exf            h=g-i              i
                                                                                        Required
                                                                                          Net             Total        Portion of     Portion of
                                                Special           Number                 Square         Net Area        Net Area      Net Area
                                             Requirements/           of      Number       Feet      (i.e., program-     Which Is      Which Is
                          Function/          Basis For Area       Stations     of         Per          assignable         New         "Type A"
    Space Type              Use              Requirements         or Users   Spaces      Space        sq. footage)    Construction   Renovation
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
                                                                                                                 -             -
DPB Form S-1 (Project Scope Profile)
                                                          D. Space Program Information

- Complete this table for New Construction and "Type A" Renovation only.
- Do not include "Type B" Renovation in this table. ( Refer to Part E for a definition of "Type A" and "Type B" Renovations. )
- Do not list "non-assignable" spaces (e.g., corridors, lobbies, toilets, stairs, mechanical rooms, etc.) in this table.
- Non-assignable spaces are included in the total gross area by applying the building efficiency factors (Lines 3h and 3i).
- See the instructions for additional information.
 NOTE: Building Efficiency Factors must be entered in Lines 3h and 3i at the bottom of this form to properly calculate total gross area.

         a                    b                       c                    d            e          f            g=exf            h=g-i             i
                                                                                                Required
                                                                                                  Net              Total        Portion of     Portion of
                                                Special               Number                     Square          Net Area        Net Area      Net Area
                                             Requirements/               of         Number        Feet       (i.e., program-     Which Is      Which Is
                          Function/          Basis For Area           Stations        of          Per           assignable         New         "Type A"
    Space Type              Use              Requirements             or Users      Spaces       Space         sq. footage)    Construction   Renovation
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -
                                                                                                                          -             -

                                         2. Net Area (i.e., program assignable area):                                   -               -              -

                                                                                                                                   3h             3i
                                         3. Building Efficiency Factor (i.e., ratio of net to gross area):
                                             (Refer to the CPSM for Guideline Building Efficiency ratios.)
                                                                                                                                   4h             4i
                                         4. Gross Area (Net Area divided by Bldg Efficiency Factor):                             #DIV/0!        #DIV/0!
DPB Form S-1 (Project Scope Profile)

                                           E. Gross Area Summary
                                   (Complete this section for all building projects.)

NOTE: See bottom of this form for definition of "Renovation Types A and B".

1. Tabulation of TOTAL PROJECT AREA:

   a.   "Type A" Renovation ( from Part D, Line 4i )                                    #DIV/0!
   b.   "Type B" Renovation ( 1c - 1a. If "error", complete 1c below.)                  #DIV/0!
   c.   Total Renovated Area (must be entered manually)
   d.   Total New Construction Area ( from Part D, Line 4h )                            #DIV/0!
   e.   TOTAL PROJECT AREA (1c + 1d )                                                   #DIV/0!

        If the Total Renovated Area and the Total New Construction Area
        values above do not match the values listed on the H-1 Form,
        explain the reason for the difference on the Project Justification form.

2. Tabulation of TOTAL BUILDING AREA:

   a.   Total Renovated Area ( 1c above )
   b.   Existing Bldg Area Not Renovated ( 2c - 2a. If "error", complete 2c )
   c.   Total Building Area prior to this project (must be entered)
   d.   Total New Construction Area ( 1d above )                                        #DIV/0!
   e.   TOTAL BUILDING AREA after this project ( 2c + 2d )                              #DIV/0!

                                          Definition of "Renovation Type"

   "Type A" Renovation

        A renovation of a space which involves:
            a change in Use or Occupancy as defined by the building code.
            removal, relocation, or addition of any wall or fixed partition.

            ( A space program must be provided in Part D for all "Type A" renovation work. )

   "Type B" Renovation

        Any other renovation scope not already included as a "Type A" renovation. Examples include:
           replacement in kind
           ordinary repairs
           cosmetic improvements
           removal, addition, or alteration of mechanical, electrical, and plumbing systems

            ( A space program is not required for "Type B" renovation work. )
DPB Form S-1 (Project Scope Profile)

                                        F. Sitework Information
                         (Complete this section for all projects. Describe features and
                               and requirements that may affect project cost.)

1. Location:




2. Special site conditions:




3. Soil conditions/special foundation requirements:




4. Topography:




5. Roads and parking:




6. Landscaping:




7. Existing buildings or structures:




8. Other:
DPB Form S-1 (Project Scope Profile)

                                          G. Utilities Information
                      (Complete this section for all projects. Describe utility availability and
                           requirements and features that may affect project cost.)

1. Electrical distribution:




2. Area lighting:




3. Mechanical distribution:




4. Water lines:




5. Sanitary lines:




6. Storm water management:




7. Other:
DPB Form S-1 (Project Scope Profile)

                                 H. Non-Building Project Information
                (Complete this section for all "non-building" projects, e.g., central boiler plants,
                     steam tunnels, water treatment plants, surface parking lots, etc.)

1. Type of project:




                                                              Quantity         Quantity Units
2. System size or other significant quantities:
    (e.g., tons, mbh, lineal feet, mgd, etc.)

3. Description of purpose:




4. Description of work:




5. Description of existing conditions:




6. Relationship to other projects:
                                                                                                         DPB Form C-1
             Virginia Department of Planning and Budget                                                     March 2007

              PROJECT COST PROFILE                                                    Biennium:          2008 - 2010
                                                                                      Date Prepared:
                                              A. General Information

1. Agency Name:                                                                       2. Agency Code:

3. Project Title:                                                                     4. Agency Priority:

5. Proposed Construction Bid Date (mm/dd/yyyy):

6. Current Level of Project Cost Definition:         Conceptual/order-of-magnitude estimate

7. Proposed Construction Procurement Method:             Design/Bid/Build - Agency Managed



                                               B. Acquisition Cost

1. Proposed budget for Acquisition Cost …………………………………………………….

2. Identify method used to develop proposed acquisition budget:

             a.     Comparative property costs ( i.e., based on similar properties ). Complete Item 4.
             b.     Negotiated price. Attach sales agreement.
             c.     Appraisal. Attach copy.
             d.     Other. Describe:

3. Itemize proposed acquisition costs:

    a.   Proposed purchase price:
    b.   Appraisals:
    c.   Surveys:
    d.   Environmental/hazardous material assessments:
    e.   Escalation (date escalated to:                              )
    f.   Other (list):




    g.   Total proposed acquisition budget                                 $             -


4. List comparative properties & associated cost per acre or square foot.




                                                          Page 17 of 29
                                C. Building and Built-in Equipment

1. Proposed budget for Building and Built-in Equipment …………………………………..

2. Identify method used to develop proposed building and built-in equipment budget:

           a.   Comparative project costs (i.e., based on similar projects). Complete Table C-1.
           b.   Reference guide pricing (Means, Marshall & Swift, Tradeline, etc.). Complete Table C-2.
           c.   Schematic phase estimate. Attach complete copy of estimate.
           d.   Preliminary phase estimate. Attach complete copy of estimate.
           e.   Other. Complete Item 3.

3. If budget was developed using another method, describe the method used below, and attach
     supporting details:




                                                  Page 18 of 29
                                                                             Table C-1

                      Complete This Table For Building & Built-in Equipment Budgets Developed Using Comparative Projects

                                                                                                       Comparative Project
PROJECT                                                                         #1                            #2                    #3
  a.   Project title:
  b.   Owner:
  c.   Project location:
  d.   Construction contract award date:

COMPARATIVE PROJECT SCOPE
  e.   Gross area (GSF):
  f.   Key quantity (i.e., # of beds, cells, spaces, ...):


COMPARATIVE PROJECT COST
  g.   Construction contract award amount:
  h.   Building & built-in equipment amount:
  i.   Building & built-in equipment cost/GSF ( h/e ) :
  j.   Proposed project's gross area:
  k.   Subtotal cost, adjusted for size ( i x j ):
  l.   Escalation to proposed construction bid date:
  m.   Subtotal, adjusted for escalation ( k + l ) :
  n.   Other cost adjustments. Describe in (p) below:
  o.   Total comparative cost ( m + n ):

  p.   Itemize adjustments (plus or minus) to the comparative project's building & built-in equip't cost to make it comparable in
       scope, location, complexity, etc. to the proposed project.



  #1


  #2


  #3


                                                                             Page 19 of 29
                                                                             Table C-2

                   Complete This Table For Building & Built-in Equipment Budgets Developed Using Reference Guide Pricing

                                                                                                         Reference Guide
REFERENCE GUIDE                                                                 #1                              #2                  #3
  a.   Reference guide used (e.g., R.S. Means, M&S, etc.)
  b.   Reference guide volume (e.g., "Means SF Costs" )
  c.   Reference guide data date (e.g., Jan. 2002)
  d.   Reference guide page number:
  e.   Reference guide item (e.g., 5-10 story office)


REFERENCE GUIDE COST
  f.   Construction cost per gross square foot:
  g.   Building & built-in equipment cost per GSF:
  h.   Proposed project's gross area:
  i.   Subtotal cost, adjusted for size ( g x h ):
  j.   Escalation to proposed construction bid date:
  k.   Subtotal, adjusted for escalation ( I + j ) :
  l.   Other cost adjustments. Describe in (n) below:
  m.   Total comparative cost ( k + l ):

  n.   Itemize adjustments (plus or minus) to the comparative project's building & built-in equip't cost to make it comparable in
       scope, location, complexity, etc. to the proposed project.



  #1


  #2


  #3




                                                                             Page 20 of 29
                                          D. Sitework and Utilities

1. Proposed budget for Sitework and Utilities ………………………………………………

2. Identify method used to develop proposed sitework and utilities budget:

            a.   Comparative project costs (i.e., based on similar projects). Complete Table D-1.
            b.   Percent of building cost. Complete Item 3.
            c.   Schematic phase estimate. Attach complete copy of estimate.
            d.   Preliminary phase estimate. Attach complete copy of estimate.
            e.   Other. Complete Item 4.

3. If budget was developed as a percent of building & built-in equipment cost, complete the following table.
     List each data source (i.e., smilar project or reference guide) that was used:

                                                Data Source's
                                             Sitework & Utilities              List Major Differences in
              Data Source Name             Cost as a % of Building &   Sitework and Utilities Scope between the
      (list project or other reference)    Built-in Equipment Cost      Data Source and the Proposed Project




    a. Percentage rate proposed based on above data sources:
    b. Proposed building & built-in equipment budget (from Section C, item 1):        $                        -
    c. Total proposed sitework & utilities budget ( a x b ):                          $                        -

4. If budget was developed using another method, describe the method used below, and attach
     supporting details:




                                                    Page 21 of 29
                                                                            Table D-1

                             Complete This Table For Sitework & Utilities Budgets Developed Using Comparative Projects

                                                                                                     Comparative Project
PROJECT                                                                       #1                            #2             #3
  a.   Project title:
  b.   Owner:
  c.   Project location:
  d.   Construction contract award date:

COMPARATIVE PROJECT SCOPE
  e.   Gross area (GSF):
  f.   Key quantity (i.e., # of beds, cells, spaces, ...):


COMPARATIVE PROJECT COST
  g.   Construction contract award amount:
  h.   Sitework & utilities amount:
  i.   Escalation to proposed construction bid date:
  j.   Subtotal, adjusted for escalation ( h + i ) :
  k.   Other cost adjustments. Describe in (m) below:
  l.   Total comparative cost ( j + k ):

  m. Itemize adjustments (plus or minus) to the comparative project's sitework & utilities cost to make it comparable in
     scope, location, complexity, etc. to the proposed project.



  #1


  #2


  #3




                                                                           Page 22 of 29
                                E. Architectural and Engineering Fees

1. Proposed budget for Architectural and Engineering Fees (from Item 5 below) ……             $             -

2. Identify method used to develop proposed budget for architectural and engineering fees:

            a.   Negotiated price.
                    ( Attach contract or memorandum of understanding and complete Item 4 below. )

            b.   Percent of construction cost.
                     ( Complete Item 4 below. )

            c.   Detailed estimate (tasks and man-hours).
                     ( Attach DGS Form CO-2.3 or similar breakdown and complete Item 4 below. )

            d.   Other.
                    ( Complete Items 3 and 4 below. )




3. If budget was developed using another method, describe the method used below and attach
     supporting details:




4. A/E Fee Summary. (Complete this table regardless of method used to compute A/E fees):



                                                                        Proposed Fee        Fee as a Percent of
                                                                           Amount           Construction Cost
    a. Fee amount for design phase services:                                                             #DIV/0!

    b. Fee amount for bidding, construction & closeout                                                  #DIV/0!
       services:
    c. Fee amount for additional services:                                                              #DIV/0!

    d. A/E reimbursable expenses:                                                                       #DIV/0!

    e. A/E site visit expenses:                                                                         #DIV/0!

     f. Total proposed budget for architectural & engineering                                           #DIV/0!
        fees (a+b+c+d+e):

                                                        Page 23 of 29
                                F. Loose Furnishings and Equipment

1. Proposed budget for Loose Furnishings and Equipment ……………………………….
            If $0, will Equipment Funds be sought in future ?

2. Identify method used to develop proposed budget for loose furnishings and equipment:

            a.   Itemized and priced list of furnishings and equipment requirements. Attach copy.
            b.   Percent of building & built-in equipment cost. Complete Item 3.
            c.   Dollars per square foot of building area. Complete Item 4.
            d.   Other. Complete Item 5.

3. If budget was developed as a percent of building & built-in equipment cost, complete the following table.
     List each data source (i.e., smilar project or reference guide) that was used:

                                                 Data Source's
                                             Loose Furnishings &
                                            Equipment Cost as a %       List Major Differences in Furnishings
              Data Source Name              of Building and Built-in     and Equipment Scope between the
      (list project or other reference)         Equipment Cost          Data Source and the Proposed Project




    a. Percentage rate proposed based on above data sources:
    b. Proposed building & built-in equipment budget (from Section C, item 1):        $                        -
    c. Total proposed loose furnishings and equipment budget ( a x b ):               $                        -

3. If budget was developed using dollars per gross square foot of bldg area, complete the following table.
     List each data source (i.e., smilar project or reference guide) that was used:

                                             Data Source's Loose
                                           Furnishings & Equipment      List Major Differences in Furnishings
              Data Source Name                   Unit Cost per           and Equipment Scope between the
      (list project or other reference)       Gross Square Foot         Data Source and the Proposed Project




    a. Proposed loose furnishings & equipment cost/sf based on above sources:
    b. Proposed building gross area:
    c. Total proposed loose furnishings and equipment budget ( a x b ):               $                        -

5. If budget was developed using another method, describe the method used below, and attach
     supporting details:




                                                    Page 24 of 29
                                     G. Construction Contingency

1. Proposed budget for Construction Contingency …………………………………………                         $                -

2. Construction contingency is allowed at 2%.

    a.   Proposed building and built-in equipment budget (Section C, Item 1):
    b.   Proposed sitework and utilities budget (Section D, Item 1):
    c.   Proposed construction budget ( a+b):
    d.   Proposed construction contingency ( 2% x c )

3. Additional contingency beyond the standard 2% allowance will only be granted for exceptional
    conditions that have a high probability of severely impacting the proposed project budget. If such
    conditions exist on this project, describe the conditions below and document, in detail, the method used
    to calculate the additional contingency allowance. Include this allowance as a line item in the Other
    Cost Section ( Section I ).




                                                   Page 25 of 29
                                           H. Project Inspection

    NOTE: IF PROJECT INSPECTION WILL BE PERFORMED BY PERSONNEL WHO ARE
    FUNDED WITHIN THE AGENCY'S OPERATING BUDGET, DO NOT INCLUDE THESE
    EXPENSES IN THE PROPOSED CAPITAL BUDGET BELOW.



1. Proposed budget for Project Inspection …………………………………………………..

2. Identify method used to develop proposed budget for project inspection expense:

            a.   Estimate. Complete Item 3.
            b.   Percent of construction cost. Complete Item 4.
            c.   Other. Complete Item 5.

3. If inspection budget was estimated, complete the following table:

    a.   Number of months inspection services will be required:
    b.   Number of inspectors required:
    c.   Percent of inspectors' time allocated to this project:
    d.   Equivalent man-months ( a x b x c ):
    e.   Rate per man-month:
    f.   Total proposed project inspection budget ( d x e ):              $                 -

4. If inspection budget was developed as a percent of total construction cost, complete the following table.
     List each data source (i.e., smilar project or reference guide) that was used:

                                                Data Source's
                                             Inspection Expence          List Major Differences in the Scope
              Data Source Name                    as a % of              of Inspection Services between the
      (list project or other reference)    Total Construction Cost      Data Source and the Proposed Project




    a. Percentage rate proposed based on above data sources:
    b. Proposed construction budget (from Section G, Item 2.c):                       $                        -
    c. Total proposed sitework & utilities budget ( a x b ):                          $                        -

5. If budget was developed using another method, describe the method used below, and attach
     supporting details:




                                                   Page 26 of 29
                                                I. Other Costs
    NOTE: IF PROJECT MANAGEMENT, "WORK BY OWNER", OR OTHER TASKS BELOW WILL
    BE PERFORMED BY PERSONNEL WHO ARE FUNDED WITHIN THE AGENCY'S OPERATING
    BUDGET, DO NOT INCLUDE THESE EXPENSES IN THE PROPOSED CAPITAL BUDGET BELOW.


1. Proposed budget for Other Costs (from Item 2p, Column 1 below) …………………                     $              -

2. Itemize Other Costs:

       Note: With the exception of "Special Consultants",                                        Portion To Be
       all other A/E Fees, A/E Reimbursables, A/E Travel,                                      Expended During
       and A/E Additional Services should be included                                         The Planning Phase
       in Section E, Architectural and Engineering Fees.                  Total                 (i.e., during the
                                                                         Amount                 Design Phase)
                        Other Cost Category                            (Column 1)                  (Column 2)
       a.   Agency Project Management (see note above):
       b.   Special Consultants ( if not included in A/E Fees):




       c.   Asbestos & Lead Base Paint Survey and Design:
       d.   Asbestos Abatement: *
       e.   Independent Cost Estimates:
       f.   Value Engineering:
       g.   Subsoil Investigations:
       h.   Construction Testing Services:
       i.   Printing:
       j.   Advertisements:
       k.   Work By Owner (see note above):
       l.   Signage:
       m.   Miscellaneous Utility Charges: *
       n.   Moving Expenses:
       o.   Miscellaneous Other Costs (itemize):
            BCOM Review Services


       p.   Total proposed budget for other costs:

            * - Do not include in "Other Costs" if already included in "Construction Cost".

3. Provide supporting budget development detail for every Other Cost category above exceeding $100,000
    (describe the method used to develop the proposed budget amount and show calculations):




                                                     Page 27 of 29
DPB Form C-1 (Project Cost Profile)

                                             J. Planning Costs

1. Proposed budget for Planning Costs (from Item 2c below) …………………………..        $   -

2. Planning cost summary:

    a.   A/E fee amounts which will be expended during the design phase:
         ( Include appropriate costs from Section E, Item 5 )

    b    Other Costs which be expended during the design phase:            +   $   -
         ( Cost from Section I , Item 2(p), Column 2 )

    c.   Total proposed "planning only" budget ( a + b):                       $   -




                                       K. Net Funding Requested

1. Total proposed project budget                                               $   -
         (summary of costs entered in Parts A through I of this form)

2. Total prior appropriated funds included in proposed project budget:     -


3. Net additional funding requested this session ( Line K1 - Line K2 ):        $   -




                                        L. Comments / Remarks




                                                   Page 28 of 29
DPB Form BRS (Budget Recommendation Summary)

                                                     2008 - 2010 BIENNIUM
                                   BUDGET RECOMMENDATION SUMMARY
Agency Num:                                                                             Agency Priority:
Project Num:                                                                            DGS/BCOM Reviewer:
Agency:                                                                                 Recommendation Date:
Project Title:
Description:                                                                            Proposed Bid Date:

                          SCOPE SUMMARY                                                             DOCUMENTATION
                     (project areas quantified in square feet)                             (quality of project definition provided by agency)

                                                Agency                   BCOM                    Form S-1          Form C-1
                                               Proposal              Recommendation            Scope Profile      Cost Profile
     Project Gross Area (square feet)                                                                                            not provided
               New Construction                       #DIV/0!                                                                    poor
               Renovation (All)                          -                                                                       fair / good
               Total Gross Area                       #DIV/0!                  -                                                 very good

     Building Efficiency Ratio                                                          The Building Efficiency Ratio represents
               New Construction                                                         Net Area (i.e., program-assignable area) as a %
               Renovation (Type A)                                                      of total Gross Area. It is a measure as to how
                                                                                        efficiently space is utilized in the building design.
                           COST SUMMARY                                                                 COST RATIOS

                                                Agency                   BCOM             Agency            BCOM
                 Cost Category                 Proposal              Recommendation      Proposal          Recom.            Quantity Units
     Building & Built-in Equipment                        -                                #DIV/0!        $    -          per square foot
     Utilities & Sitework                                 -                                                               of construction cost
     TOTAL CONSTRUCTION COST               $              -          $         -            #DIV/0!       $       -       per square foot
     A/E Fees                                             -                    -                                          of construction cost
     Project Inspection                                   -                    -                                          of construction cost
     Furnishings/Movable Equipment                        -                    -                                          of construction cost
     Other Costs                                          -                    -                                          of construction cost
     Construction Contingency                             -                    -                                          of construction cost
     Land Acquisition                                     -                    -
     TOTAL PROJECT COST                    $              -          $         -                                          of construction cost

     LESS: Prior funding incl'd above                     -      -             -      < Note to DPB Analyst: Please verify prior
     NET FUNDING RECOMMENDED               $              -          $         -         funding and adjust net funding as required.

                                                              REMARKS

				
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