Project Management Sample

PROJECT MANAGMENT PORTFOLIO -

FALL 2022

BY: KAROL PEREZ

WEEKLY PROJECT SCHEDULE

22/24/26 Aug 2022

COURSE INTRO

Explorations & Research

29/31/2, 5/7/9 Aug-Sep 2022

FIRM RESEARCH

Firm Research, Programing

12/14/16 Sep 2022

PROGRAMING

Concept, Experience, Spatial Use

19/21/23, 26/28/30, 3/5/7

Oct-Sep 2022

SCHEMATIC DESIGN

Furniture Layout, Plan + 3D Modeling

17/19/21 Oct 2022

DESIGN DEVELOPMENT

Color, materials, Way nding & Detailing

14/16/19 Nov 2022

CONSTRUCTION DOCUMENTS

Workshops + Class Wrap Up

14/16/19 Nov 2022

FLEX WEEK & EXAMS

CD workshops, Final Documents & Class Wrap Up

RESOURCE BUDGET SCHEDULE

PHASE

22/24/26 Aug 2022

COURSE INTRO

Explorations & Research

29/31/2, 5/7/9 Aug-Sep 2022

FIRM RESEARCH

Firm Research, Programing

12/14/16 Sep 2022

PROGRAMING

Concept, Experience, Spatial Use

19/21/23, 26/28/30, 3/5/7

Oct-Sep 2022

SCHEMATIC DESIGN

Furniture Layout, Plan + 3D Modeling

17/19/21 Oct 2022

DESIGN DEVELOPMENT

Color, materials, Way nding & Detailing

14/16/19 Nov 2022

CONSTRUCTION DOCUMENTS

Workshops + Class Wrap Up

14/16/19 Nov 2022

FLEX WEEK & EXAMS

CD workshops, Final Documents & Class Wrap Up

TIMESHEET

WEEK ENDING:

EMPLOYEE NAME:

EMPLOYEE NUMBER:

EMPLOYEE SIGNATURE:

MANAGER SIGNATURE:

MEETING RECORD

MEETING NAME:

ATTENDEES:

DATE & TIME:

LOCATION:

SUBJECT:

KEY POINTS:

MEETING NOTES:

SUMMARY:

DEADLINES:

UPDATES:

QUESTIONS:

NEXT STEPS:

W8 (ESTIMATED)

W8 (ACTUAL)

At the beginning of the week I had planned to nish up my concept, nalize mood boards and have my plan done. However, I have not had a chance to nalize my plan because it has been very busy to meet and have one-on-ons this week. However, have nalized my concept and feel good about having a clear direction within my design. I would say that overall, this week has been productive and I think I have progessed on drafting and modeling.

W9 (ESTIMATED)

W9 (ACTUAL)

This week was very productive in my opinion. I was able to establish the overall layout of what want my oor plan to look like and nalize my concept as well. I also think it is helpful that we are beginning to explore materials and color theories within our design schemes. One thing I hope am able to accomplish within the next week is to nalize furniture pieces and have a better understanding of the overall o ce space I want for my rm.

TIMESHEET

W9 (ESTIMATED)

W9 (ACTUAL)

WEEKLY REVIEW:

I thought that this week was really insightful and I was able to gain a lot of knowledge. The trip to Michigan was so much fun and I really loved getting to have a feel of the di erent o ces spaces from each company. thought it was cool how all of these furniture manfacturers are not only looking at the e ects COVID-19 had but also how they can modernize furniture in a way that ts the fast paced technology advancements we are currently having. They also utilized a variety of furniture spaces within their workplace which is something that I will be incorporating within my design.

MAJOR DEADLINES:

IMPORTANT:

Final Presentation @ Cincy - in TWO weeks

Implement online & living room spaces within o ces (based on research)

Start to nalize drawings + design ideas

TIMESHEET

W11 (ESTIMATED)

W11 (ACTUAL)

I would say that this week was helpful with the feedback I was able to get as we are nalizing our designs. I really thought the 3D iterations as well as the color studies were really helpful as they gave me a better sense of direction for my oor plan and overall design ideas. think that need to continue working on furniture layout as well as material choices in order to nalize my design and be ready to present later this week.

W12 (ESTIMATED)

W12 (ACTUAL)

Althought this week was very intense in trying to get everything done before Monday’s deadline, I felt strong about my concept and design ideas. Because of this, felt like I had a clear direction throughout the nal process and overall this week was really productive. The part that I felt had the most trouble with was deciding on architectural elements and also incorporating the “right” colors and materials within my design. However, it was very helpful that the original deadline was changed to

W12

WEEKLY

This week was a steady week in wrapping up our nal presentations and beginning the Construction Documents. I think it was really helpful being able to see examples of the the di erent types of construction documents and being able to work on them throughout the week. For this upcoming week, it will be important to focus on working on those and inputting the di erent layers on Autocad.

This week was a very fast paced week as we are wrapping up the nal semester. It was di cult trying to navigate trying to learn how to make the di erent sections of the construction documents while at the same time doing them correctly. I think one take away is that it was very helpful being able to work together with other peers. Overall, this week was productive and I was able to get a lot done.

Remember to include

LETTER OF AGREEMENT

11/21/2022

KP Designs

4567 Madeup St. Cincinnati, OH 45202

Dear Eastlake Studio

It was a pleasure meeting with you last week to finalize the next phase of your new project, Eastlake Studio Satellite Office to be located at The Edge | LEED

Registered Office Space 310 Culvert St, Cincinnati, OH 45202. This letter of agreement outlines the services, fees, and other responsibilities of this firm, beginning December 9, 2022.

Based on our preliminary discussions, it is my understanding that the spaces to be included in the project are A Satellite Workplace Office, including: a lobby, restrooms, private client meeting spaces, team rooms, workstations, private principle offices, break area, kitchen and staff area, mother’s room, materials library, IT service room, workspace, copy and printing, seating areas, conference rooms, mail room, open workstations, reception desk, and outdoor seating/patio area.

It is also my understanding that you wish to purchase the freestanding furnishings directly. To that end, we will provide specification documentation to assist you in making your purchases. While it is not expected that KP Designswill be selling you the materials as part of this agreement, we stand ready to assist you with bid preparation and/or acquisition management as an additional service should you request the services as a later date.

Since the work will include extensive acoustical and audio-visual work, we will coordinate closely with your consultants [insert names here], already under contract to you.

Our scope of basic services on the project will include:

Acquire documentation of the building from the present owner and verify their accuracy.

Based on the programming document prepared by our firm for you last summer, prepare schematic and design development drawings and outline specifications for your review

Based on your approvals of the schematic design direction, prepare construction documents (including drawings and specifications) necessary for interior construction.

• Consult with and coordinate with architects, contractors, engineers, consultants (such as acoustical, kitchen/bar equipment, audio/visual, etc.) and other advisors whose specialized skills may be needed for the project. Assist you with selecting qualified contractors and suppliers needed to complete the remodeling and finishing work.

• During construction review of the work of the project contractors for compliance with the interior design contract documents.]

Compensation for the basic services described above will be calculated at an hourly rate of Two hundred twenty dollars ($220.00) for the work described above completed in association with the project. Additional services, including work required by a change in the project scope, design, or other services requested by Eastlake Studio will be billed at an hourly rate of $220.00 Such services may include but is not limited to preparation of documentation for bidding of furniture, procurement assistance, and preparation of materials for advertising and/or promotional materials. No additional services will be performed without the written consent of Eastlake Studio

Direct costs to the project will be considered Reimbursable Expenses and will be computed as a multiple of 1.15 times the actual expense incurred by KP Designs in the interest of the project. Reimbursable Expenses include but are not limited to the expense of transportation in connection with the project, long distance communication, filing or application fees required by regulatory authorities having jurisdiction over the project site, expense of production, reproduction, postage and handling of documents (including express charges if necessary, expense of renderings, models, and mockup samples. Other expenses may be necessary and will be discussed with you before they are incurred.

The scope of this project may require services of consultants and/or other contractors. While KP Designs is not responsible for such relationships regarding their contracts and compensation, we will endeavor to work with Eastlake Studio to suggest possible sources, probable fees, and other costs to assist with the timely inclusion of these services into the project. All consultant fees will be billed directly to you by the consultant.

Billing and payments will be handled as follows:

1. The client will pay an initial fee of $5,000 upon signing this agreement. This initial fee wil be credited to you on the final project invoice. You will be billed for actual hours worked expended in association with the project.

agreeing to a mediator, prior to either party’s initiation of arbitration or other legal action.

8. The laws of Ohio shall govern this agreement.

9. In recognition of the relative risks, rewards, and benefits of the project to Eastlake Studio and the Design Firm, the risks have been allocated such that Eastlake Studio agrees that, to the fullest extent permitted by law, a total liability to KP Designs for any and all injuries, claims, losses, expenses, damages, or claim expenses arising out of this agreement from cause or causes, shall not exceed $500,000 for any claim arising out of negligence.

10. This agreement represents the entire and integrated agreement between Eastlake Studio and KP Designs and supersedes all prior negotiations, representation or agreements, either written or oral. This agreement may be amended only by written instrument signed both by Eastlake Studio and the Design Firm.

If this agreement is in keeping with your understanding, please sign in the space provided below and return a signed copy to our office along with a check for the $5,000 initial payment. Upon receipt, we’ll begin work on the project. Our first step will be to schedule a meeting with you and the project team to prepare the strategic plan for project implementation.

Thank you for the opportunity to work with you again and to realize the ideas we developed during the programming phase. We look forward to an engaging and productive working relationship.

For KP Designs

Offered by:

Authorized Signatory, Title

Date

For Eastlake Studio

Accepted by:

(Authorized Signature)

(Print name/title)

(Date)

2. Invoices for services and reimbursable expenses will be sent on a regular, periodic basis.

3. Invoices will be sent by emai (with a hardcopy following by standard mail).

4. Invoices are due when rendered and shall be considered past due if not paid within fifteen days after issue date. If the invoice is not paid within thirty days of the issue date, KP Designs may, without waiving claim or right against Eastlake Studio and without liability whatsoever to Eastlake Studio, suspend or terminate the performance of services.

5. Payments to third party consultants are due in accordance to their billing procedures and are to be paid directly to the third party provider.

Other terms applicable to the project

1. All documents prepared for this project by KP Designs under this agreement remain the property of KP Designs and may not be used by Eastlake Studio or any other person or endeavor without consent from the Design Firm. However, Eastlake Studio may use all documents, reports and findings prepared under this agreement for the completion, implementation, and/or execution of recommendations contained therein.

2. Eastlake Studio will provide KP Designs the opportunity to photograph the project and use such images in the promotion of its business endeavors. Photographs will clearly credit the project

3. KP Designs provides good faith in assisting you in obtaining the services of qualified contractors but cannot be held responsible for the performance, quality, or timely completion of work by these third parties. Further, KP Designs is not responsible for changes made by you or your consultants without notification to the designer.

4. KP Designs will provide on site review during the construction, as the firm deems necessary for the sole purpose of establishing compliance with the construction documents. Primary construction supervision remains the responsibility of the contractors hired to the work.

5. KP Designs will have access to the site for activities necessary for the performance of services. Eastlake Studio understands that KP Designs is not responsible, in any way, for the means, methods, sequence, procedures, techniques, scheduling of construction, or jobsite safety, and will not be responsible for any losses or injuries that occur at the Project site.

6. This agreement may be terminated by either party upon 7 days written notice. In the event of termination, Eastlake Studio agrees to compensate KP Designs for all work completed up to the termination.

7. All claims, counterclaims, disputes and other matters in question between the parties hereto arising out of or relating to the Agreement or breach thereof shall be presented to non-binding mediation, subject to the parties

CONTACT

PHONE: (513) 525-2502

EMAIL: perezka3@miamioh.edu

WEBSITE: issuu.com/karolperezportfolio

LINKEDIN: Karol Perez

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