Date: insert date To: Secretary Name From: PM name Project Number project number Please set-up file folders with the following header names (as checked) for the above referenced project number. G PG INITIATION / SELECTION / Pale Green Green ADMINISTRATION CONTRACT PHASES Check if Check if Folder and Contents Folder Title and Contents Required Required G1 Project Initiation PG1 Project Financials G2 A/E Selection PG1.1 Project Tracking Folder A/E Contract Folder G2.1 A/E Invoice Folder PG2 G3 CA Selection A/E PG2.1 In - Correspondence CA Contract Folder G3.1 A/E PG2.2 Out Correspondence – G4 Contract Selections Folder PG3 CA Invoice Folder G4.1 Other Contracts Folder CA PG3.1 In - Correspondence CA PG3.2 B Out - Correspondence DESIGN PHASES Blue Contracts Invoices Folder PG4 Check if Folder Name and Contents Required Pre-Design PG4.1 B1 In-Correspondence B2 Schematic-Design PG4.2 Out-Correspondence B3 Design Development Agency PG5 In - Correspondence B4 Construction Documents Agency PG5.1 Out - Correspondence R Red BID PHASE Legal of Check if PG6 Folder Name and Contents In-Correspondence Required R1 Permits / Approvals / Agreements Folder Legal of PG6.1 Out-Correspondence R2 Bid Folder Evaluations Folder R3 Contract Folder PG7 (Orange Sticker)
Date: insert date To: Secretary Name From: PM name Project Number project number Please set-up file folders with the following header names (as checked) for the above referenced project number. Pale Green PG ADMINISTRATION Check if Required Folder Title and Contents PG1 Project Financials PG1.1 Project Tracking Folder PG2 A/E Invoice Folder PG2.1 A/E In - Correspondence PG2.2 A/E Out – Correspondence PG3 CA Invoice Folder PG3.1 CA In - Correspondence PG3.2 CA Out - Correspondence PG4 Contracts Invoices Folder PG4.1 In-Correspondence PG4.2 Out-Correspondence PG5 Agency In - Correspondence PG5.1 Agency Out - Correspondence PG6 Legal of In-Correspondence PG6.1 Legal of Out-Correspondence PG7 Evaluations Folder (Orange Sticker) Green G INITIATION / SELECTION / CONTRACT PHASES Check if Required Folder and Contents G1 Project Initiation G2 A/E Selection G2.1 A/E Contract Folder G3 CA Selection G3.1 CA Contract Folder G4 Contract Selections Folder G4.1 Other Contracts Folder Blue B DESIGN PHASES Check if Required Folder Name and Contents B1 Pre-Design B2 Schematic-Design B3 Design Development B4 Construction Documents Red R BID PHASE Check if Required Folder Name and Contents R1 Permits / Approvals / Agreements Folder R2 Bid Folder R3 Contract Folder
1110-1-File-Folder-Set-Up-Request.docx