property validation report work order (pvr) -...
TRANSCRIPT
Meetinghouse Facilities DepartmentReal Estate Services Division
WO # Date Received:
Stake Property #
SP
FM
RES
REPM
OP
Date Received by REPM:
PM
PM Clerk
PC
Property Validation Report and Work Order (PVR) - Meetinghouse
Section 1 - Determine Project Team Members
Instructions: The PVR and work order is designed to be completed in stages. This document may be adapted for the acquisition of non-meetinghouse properties (e.g. Missionary, Welfare, Seminaries and Institutes).
1.1 - Instructions: The REPM completes this section and fills in the Date Sent and Due Date in Section 1.2 and sends the PVR to the APM.
-RE
1.2 - Instructions: The APM selects the PM. The PM selects the PC. The APM completes this section and returns the PVR to the REPM no later than the Due Date (3 business days).
Name Telephone
Name Telephone E-mail
Date Sent by REPM:
Due Date:
Purchase Price (A):
Property # 1
Address:
2.1 - Instructions: The REPM completes this section; identifies three potential properties, unless otherwise explained below in the REPM comments section. The REPM enters the Date Sent and Due Date in Section 2.2 and sends this PVR to the PM.
Property # 2 Property # 3
REPM Comments:
Property Name:
Section 2 - Obtain the Preliminary Feasibility Studies for the Potential Properties
Acres:
Feb 2012
Meetinghouse Facilities DepartmentReal Estate Services Division
Due Date:Date Received
by REPM:
#1 #2 #3
Estimated
Costs
Signature:
Signature:
Signature:
Preliminary design services including site plan
Environmental site assessment
2.3 Instructions: The REPM obtains validation signatures for the Preferred Property.
Governmental Approvals - # of days to
obtain
Off-Site Costs - Public sidewalks, curbs, gutters, roads, utilities, and other improvements (e.g. governmental permit requirements)
Construction Real Estate
Buildability - I have inspected the Potential Properties and reviewed the consultants' preliminary observations including issues affecting timeliness (e.g. obtaining governmental approvals) and potential on / offsite improvements costs (e.g. site topography, soil conditions, environmental concerns, location relative to flood plains and seismic zones, as well as, site plan issues such as egress / ingress, utilities, parking and storm water retention) needed to make properties Construction Design Ready. Mark one box below:
Date sent by REPM:
Property # 1 Property # 2
Real Estate Project Manager Confirmation Date:
Off-Site Costs Funding Source (check one):
On-Site Costs - Utilities, landscaping/irrigation, fencing, sidewalks, curbs, gutters; soil removal, importation and compaction; footing and foundation systems (e.g. installation of piles with suspended slab); paving, demolition, retaining walls, storm water retention ponds and other improvements (e.g. governmental permit requirements).
Property # 3
Local Surroundings / Accessibility - I have inspected the Preferred Property, its location, surroundings (neighborhood, safety issues, noise), accessibility and recommend pursuing acquisition of the Preferred Property.
TOTAL COST (A + B)
Enter Off-Site Costs
Comments:
Work Order Requirements - I have inspected the Potential Properties and reviewed the PM's and Stake President's recommendations, the property valuation (appraisal), current market conditions and confirm that the Preferred Property best satisfies the work order requirements and will pursue acquisition. Comments:
Boundary and topographical survey
Report Type
Governmental approvals
Estimated Delivery
Time (Days)Consultant Name
Geotechnical investigation report
Preliminary Feasibility Studies - On / Off Site Improvements Costs & Timeliness Considerations
2.2 - Instructions: The PM and PC may utilize the Property Feasibility Study - Cost Worksheet (FCW) as a guideline when inspecting the Potential Properties. The PC develops preliminary site plans for the potential properties; obtains preliminary observations from the geotechnical consultant and governing authorities. The REPM enters the Date Sent and Due Date (10 business days, or as jointly agreed by the REPM and PM subject to their respective manager's approval) and sends this PVR to the PM. Prior to the Due Date below the REPM and PM jointly agree on a preliminary Preferred Property. The PM enters below the data related to the Preliminary Feasibility Studies, contacts the Planning Manager who identifies the funding source for the Off-Site Costs, indicates Real Estate or Construction funding, then signs and returns the PVR by the Due Date.
Enter On-Site Costs
Based on the preliminary observations, it appears that 1) the property is suitable for the Church's intended use and 2) there are no existing soil conditions that could cause the Preferred Property to be unsuitable for construction (e.g. the installation of excessive or costly foundation systems and on / off-site improvements)
Total On / Off Site Improvement Costs
(B)
Preferred Property
Comments:
Project Manager Signature:
Stake President
Facilities Manager Local Surroundings / Accessibility - I have inspected the Preferred Property, its location, surroundings (neighborhood, safety issues, noise), accessibility and recommend pursuing acquisition of the Preferred Property.Comments:
It appears that the Preferred Property requires excessive or costly on / off site improvements / costs, however, the REPM and I have determined to continue with the purchase of the Preferred Property and have explained why the other Potential Properties were not found to be suitable (see comments).
Feb 2012
Meetinghouse Facilities DepartmentReal Estate Services Division
Address:
YES NO
YES NO
Project Manager: Date:
NO
NO
Boundary and topographical survey and plat
TOTAL ESTIMATED
COSTS - ON / OFF
SITE-IMPROVEMENTS:
On Site-Improvements:
Off Site-Improvements:
A completed Property Feasibility
Study - Cost Worksheet (FCW) together with supporting documentation is required.
YES
Covenants Conditions and Restrictions (CCR)
NO YES
YES NO
Estimated Costs - On / Off Site-Improvements
Comments:
I have inspected the Preferred Property, reviewed the estimated costs on the Property Feasibility Study - Cost Worksheet and other specific information contained in the feasibility study reports related to the Preferred Property currently under contract, and recommend closing the transaction in preparation for construction of the needed facility.
Other:
Future Land Use Impacts (e.g. Master Plans Zoning, Transportation)
for the Preferred Property for Meetinghouses
Mark one box:
NO
YES
YES
Instructions: After the real estate purchase contract is signed, REPM enters the Feasibility Period Start and End Dates. Based on the information provided by the PM in Section 2.2, the REPM enters the PC Reports Due/Team Decision Date (review of feasibility study results and status of obtaining governmental approvals). The PM and PC complete the final feasibility study for the Preferred Property. The PM completes Section 3 and returns the PVR, the Property Feasibility Study Cost Worksheet (FCW) and feasibility study reports to the REPM by the PC Report Due/Team Decision Date.
Other:
Section 3 - Complete the Final Feasibility Study for the Preferred Property
Documents reviewed or issues discussed to determine the suitability of the Preferred Property:
Governmental approvals for the Church's intended use
PM On / Off Site Improvements Cost Estimate
Geotechnical (Soils) investigation report
Environmental site assessmentThe property requires excessive or costly foundation systems or on / offsite improvements, however the REPM and I have obtained review and approval from the APM and REM to continue with the acquisition of the Preferred Property.
Site plan
Feasibility Period Start Date:
___________________Feasibility Period End Date:
___________________PC Reports Due/Team Decision Date:
_________________________
YES
YES
Instructions: While under contract for the acquisition of the Preferred Property but prior to Property Closing, the PM works with the Principal Consultant (PC) [e.g. contract architect or engineer] to document, on the Property Feasibility Study – Cost Worksheet, the on / off site improvements and costs needed to make the property Construction Design Ready.
NO
Acres:
Based on the final feasibility study 1) the property is suitable for the Church's intended use and 2) there are no existing soil conditions that cause the property to be unsuitable for construction (e.g. the installation of excessive or costly foundation systems and on / off-site improvements).
YES NO
Dec 2011
Feb 2012
Meetinghouse Facilities Department
Real Estate Services Division
US & Canada: To utilize the environmental consultants under contract with Risk Management, use the Environmental Site Assessment Authorization form referenced in their Church Environmental Site Assessment Guidelines document.
Instructions
Obtaining Geotechnical (Soils) Investigation Reports
US & Canada: The survey should meet ALTA/ACSM Standards.
The REPM and PM work together to obtain and review the boundary and topographical survey. The PM provides the surveyor with the Boundary and Topographical Survey Guidelines and contracts with the surveyor using the Consultant Services Agreement – Boundary and Topographical Survey.
Obtaining Boundary and Topographical Surveys
The PM provides the geotechnical consultant with the Geotechnical Investigation and Report Guidelines and the preliminary site plan. The PM contracts with the geotechnical consultant using the Agreement Between Client and Geotechnical Consultant. The PM reviews the report and ensures there are no soil conditions that cause the site to be unsuitable for construction. The PM also reviews the report to identify any soil conditions (e.g. expansive soils, collapsible soils, liquefaction) that cause special foundation requirements (e.g. engineered fill under footings, piles, caissons, suspended slab and grade beams, foundation drains) or excessive
Steps for obtaining the governmental approvals may include a) Obtain preliminary information regarding any required governmental approvals b) Review the strategic plan with the customer c) Submit application for the Church’s intended use d) Represent the Church at public hearings, as appropriate e) Submit the revised application and document the final approval.
Qualified consultants may participate, as directed by the PM. 1) If governmental approvals for the Church’s intended use cannot be obtained prior to property closing, the REPM must utilize the Document Transmittal to the Permanent File to record a temporary waiver and the new target date set by the PM. 2) Where the governmental approvals have been obtained, record and track expiration date and renewal as appropriate.
Obtaining Environmental Site Assessments (ESA)
If the Phase 1 report indicates the possibility of contamination, before proceeding with the transaction consult with RESD Natural Resources (NRS) and other qualified professionals to determine if the property should be rejected or if an ESA Phase 2 Investigation should be ordered to determine the type and extent of the contamination and the potential cost of remediation.
Obtaining Governmental Approvals
on-site improvements requirements (e.g. retaining walls, engineered fill under pavement, drainage systems, cut and fill). The PM reports any concerns to the REPM.
Feb 2012
Creating and Using PDF Digital Signatures Overview Many Adobe Reader (pdf) forms can be digitally sign by users. This
document explains how to: • Create your own digital signature • Use your digital signature to sign an Acrobat Reader form
Create Your Own Digital Signature
Before you can sign a pdf form you must create a digital signature file. This file will be stored on your computer and attached to the pdf form verifying your signature. Your signature is verified by you entering a password when you digitally sing your name. Follow the steps below to create your digital signature file.
2. Click Digital IDs
3. Click Add ID
1. In Acrobat Reader choose Document>Security Setting
4. On the Add Digital ID page click A new digital ID I want to create now. Click Next.
5. Click Windows Certificate
Store. Click Next.
6. Add your Identity information. Make sure to select 2048-bit RSA for your Key Algorithm. Click Finish.
7. Choose Edit>Preferences
8. Click Security
9. Click New…
10. Add a title. The title should be the position or role you are signing as such as Tooele Facilities Manager.
11. To choose a typed signature block click No graphic. To add a scanned signature graphic, click, Imported graphic. Find the scanned signature graphic file on your computer.
12. Select what text you want to appear in the signature box. 13, Click OK to finish.
Use your Digital Signature to Sign an Acrobat Reader Form
Applying your digital signature adds information to the form field and also attaches a certificate to the document verifying your signature. Keeping your digital signature secure is important. Once you have created your digital signature follow the steps below to apply your signature to any document.
1. Click on the appropriate red Sign Here icon.
2. Select a reason for signing from the pull-down menu or type in your season. here.
3. If you are using a custom signature block with a signature graphic, click Show Options. This box will expand and in the Signature Appearance box. Choose your custom signature by the title that you gave it when you created it.
4. Click Sign and Save to save the file in the same place on your computer. This will write over your original file. Click Sign and Save As… to save the file in a different place and with a different name. This will not write over your original file.