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DEVELOPMENT MATRIX TEMPLATEProject Requirement (Yes or No)Budget / Funding (O, A, GC)Design Project ManagementProcurement Installation & Coordination Comments
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September 30, 2021OwnerArchitect/Construction Manager/Owner RepresentativeGeneral ContractorOwnerArchitect/Construction Manager/Owner RepresentativeGeneral ContractorOwnerArchitect/Construction Manager/Owner RepresentativeGeneral ContractorOwnerArchitect/Construction Manager/Owner RepresentativeGeneral ContractorDesign: - Includes developing, producing, distributing documents, drawings, information, sketches, coordination drawings, etc.
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PROJECT NAME:
School NameProject Management: - Includes coordination & implementation of a task / deliverable.
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PREPARED BY:
ABCProcurement: - Includes purchasing, receiving, warehousing and transfer to site.
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Installation: - Includes unpacking, set-up, final placement, installation, and cleanup for new and relocated systems and equipment
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1
Development
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1.01
Land Cost
xxx
x
xxx
x
xxx
x
xx
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1.01.01
Purchase Cost
YesN/A------------Trust Land or Fee Simple Land
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1.01.02
Land Survey (Original Survey Data)
YesN/A------------
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1.01.03
Title Cost
YesN/A------------
12
1.01.04
Site Address
YesN/A------------
13
1.01.05
Legal Description
YesN/A------------
14
1.01.06
Assessor's Parcel No.
YesN/A------------
15
1.01.07
Current Title Report
YesO------------
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1.02
Soft Cost
xxxxxxxxxxxxxx
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1.02.01
Lending Fees
YesOwn.-----X------
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1.02.02
Construction Interest
YesOwn.-----X------
19
1.02.03
Legal Expenses
YesOwn.-----X------
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1.02.04
Franchise Fees
YesOwn.-----X------
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1.02.05
Construction Management Fees & Expenses
YesOwn.------------
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1.02.06
Developers OH & Fee
YesN/A------------
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1.02.07
Corporate Guarantee
YesN/A------------
24
1.02.08
State/Local Tax
YesN/A------------
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1.02.09
Tribal Tax
YesN/A------------
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1.03
Governmental / Utility Expenses
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1.03.01
3rd Party AHJ
YesOwn.-----X------
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1.03.02
Educational License
YesOwn.-----X------
29
1.03.03
Business License
YesOwn.-----X------
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1.03.04
PUD Approval
NoN/A
31
1.03.05
Health Department Approvals (IHS)
YesOwn.-----X------
32
1.03.06
Permits
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iGrading & Drainage PermitNoN/A------------
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iiFoundation PermitNoN/A------------
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iiiBuilding PermitNoN/A------------
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ivMechanical / Electrical PermitNoN/A------------
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vSite Improvement PermitNoN/A------------
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viUtility PermitsYesOwn.-----X------
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viiROW Permit and Encroachment FeesYesOwn.-----X------
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viiiShared Parking Use PermitNoN/A------------
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ixTrucking/Haul PermitsYesDB---X--------Carried by DB/Trade Contractors
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xAll Other Required PermitsNoN/A------------
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1.03.07
Plan Check Fees
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iSite & Building YesOwn.-----X------
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iiPower YesOwn.-----X------
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iiiWater YesOwn.-----X------
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ivSewer YesOwn.-----X------
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vGasYesOwn.-----X------
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viCommunicationsYesOwn.-----X------
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1.03.08
Impact Fees
YesOwn.-----X------
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1.03.09
General Impact Fees
YesOwn.-----X------
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1.03.10
Other Fees & Assessments
YesOwn.-----X------
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1.03.11
Utility Company Charges
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iPower - "Will Serve Letters"YesCM----X--X----
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iiPower - Plans & DevelopmentYesCM-X--X----XX-
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iiiPower - Infrastructure & ConnectionsYesDB---X--X--X--
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ivPower - Meter FeesYesCM----X--X--X-
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vWater - "Will Serve Letters"YesCM----X--X----
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viWater - Plans & DevelopmentYesCM-X--X----XX-
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viiWater - Infrastructure & ConnectionsYesDB---X--X--X--
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viiiWater - Meter FeesYesCM----X--X--X-
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ixSewer - "Will Serve Letters"YesCM----X--X----
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xSewer - Plans & DevelopmentYesCM-X--X----XX-
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xiSewer - Infrastructure & ConnectionsYesDB---X--X--X--
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xiiGas - "Will Serve Letters"YesCM----X--X----
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xiiiGas - Plans & DevelopmentYesCM-X--X----XX-
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xivGas - Infrastructure & ConnectionsYesDB---X--X--X--
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xvGas - Meter FeesYesCM----X--X--X-
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xviCommunications - "Will Serve Letters"YesCM----X--X----
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xviiCommunications - Plans & DevelopmentYesCM-X--X----XX-
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xviiiCommunications - Infrastructure & ConnectionsYesDB---X--X--X--
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1.03.12
Entry Road & Traffic Signalization
73
iDOT ImplementationYesCM-X--X----XX-
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iiRoad, Curb, Gutter, Turn Lane ModificationsYesDB---X--X--XX-
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iiiRoadway ModificationsYesCM-X--X----XX-
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ivRoad, Curb, Gutter, Turn Lane ModificationsYesDB---X--X--XX-
77
1.03.13
Section 404 Requirements
NoN/A-X--X--X--X-
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1.04
Design Cost
79
1.04.01FONSIYesOwn.--X--X------
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1.04.02
Phase 1 Environmental / NEPA
81
1.04.03
Phase 2 Environmental / EIS
82
1.04.04
Traffic Study
YesDBX-----------
83
1.04.05
Hazardous Material Survey, Testing & Inspections (Soils)
YesOwn.------------
84
1.04.06
Hazardous Material (Removal, Abatement &/or Remediation)
YesOwn.------------
85
1.04.07
Subsurface Investigation
YesDBX--X--------
86
1.04.08
Upstream Drainage Control
YesOwn.--X--X------
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1.04.09
Downstream Drainage Control
YesOwn.--X--X------
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1.04.10
Geotechnical / Geological Survey & Report
YesDBX--X--------
89
1.04.11
Material Testing & Special Inspections
YesOwn.----X----X--
90
1.04.12
AHJ Inspections
YesOwn.----X----X--
91
1.04.13
General Contractor Fees
YesOwn.------------
92
1.04.14
Architect Fee and Reimbursable
YesDBX--X--X--X--
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1.04.15
Architectural and Engineering Services
YesDBX--X--------
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iApplicable CodesYesDBX--X--------
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iiEnergy Code RequirementsYesDBX--X--------
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iiiFreeze Thaw ProtectionYesDBX--X--------
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ivNight Sky ComplianceYesDBX--X--------
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vPublic Transportation AccessYesDBX--X--------
99
viWater Use Reduction - Availability of Non-Potable Water
100
viiOn-Site Storm Water Collection / Retention