1. #1
Project Initiated
Approves
Charter
Reviews and
forwards PIF to AP
2.
Project lead
contacts client and
assigns PM
3.
Charter meeting
held to review
project SCOPE,
SCHEDULE, CCM
BUDGET and
project Charter, to
include TD IT.
CRE participation
optional.
TD Arch
approves
program
4.
Generates
Project
Charter-TF
may be
required
with charter
CR/PCR
Approved?
5.
CHARTER
APPROVED
Site selection
process
(As applicable ongoing with all
project costs
identified and
incorporated.
New Lease &
Lease renewals
require PM & FM
site inspection
followed up with
site inspection
report to TM.
Architect contacted,
assigns Project Lead and
starts with initiation tasks,
AE Proposal, etc.
M/E/P Contacted
for start up
information
Test fit
Approved?
YES
NO
Reviews
CR/PCR
(SREC &
PAC)
Review by
LOB, TD
Arch, and
CRE
CRE approves and
assigns Cap. Req.
Project Number
Project
Cancelled
6.
Generates CR/PCR
and submits for
approval
Preliminary capital
request
OR
8.
Contact Vendors
as applicable (IT,
Security, Furniture,
etc.)
7.
CR/PCR with
number approval
received
NO
9.
Distribute test fit
for review and
approval
YES
10.
Approved
test fit
received
(Program
freeze)
11.
Initiation
Completed.
NEXT :
DESIGN
Test fit generated
Contracts
A/E
**NOTE: This task might occur
earlier if required (Project by project
determination)
Contracts
consultants as
applicable
LANDLORD
VENDORS
CONTRACTOR
ARCHITECT
(Arch)
1.
Initiation Form
Received
CONSULTING
ENGINEERS
ALLIANCE
PARTNER
(PM)
TD CRE
TD LOB
Process: TD BANK PROJECT MANAGEMENT
Project Phase: INITIATION
Revised: July 2, 2009
ALLIANCE
PARTNER
(TM)
IT
Managed Ticket
Now to IBM
Canada
PIF Received
TP
#1
KEY: TP = TOUCH POINTS BETWEEN PROJECT MANAGEMENT AND
TRANSACTION MANAGEMENT PROCESSES.
Attend Charter
Meeting if
applicable
TP
#2
Provides ROM
Real Estate
numbers
Charter approval
notification
received
TP
#3
TP
#4
CR/PCR approval
notification
received
TP
#5
Receives
approved test fit
TP
#6

2. TD LOB
Process: TD BANK PROJECT MANAGEMENT
Project Phase: DESIGN
Revised: July 2, 2009
DD’s Approved?
CRE, LOB
and TD
ARCH to
Review
Schematics
Approved?
NO
12.
From
Project
Initiation
ARCHITECT
(Arch)
ALLIANCE
PARTNER
(PM)
TD CRE
CRE, LOB
and TD
ARCH to
Review
(US)
NO
YES
Review and
indicate space
allocations
CRE, LOB and TD
ARCH to Review
(optional)
YES
13.
Review plan and
distribute for
approval
NO
14.
Receive approval
and send plan to
vendors as
applicable plan
frozen
15.
Review DD’s and
distribute for
approval
16.
Receive approval
and send plan to
vendors as
applicable. Submit
space allocation to
CAFM
17.
Review CD’s and
distribute for approval,
include up-dates on
schedules and budgets
Generate
Construction
Drawings
Hold 80%
review meeting
CONTRACTOR
VENDORS
Vendors generate final
Plans, Quotes and
Schedules, and sign off
on their work
From site selection
activity
IT
ALLIANCE
PARTNER
(TM)
KEY: TP = TOUCH POINTS BETWEEN PROJECT MANAGEMENT
AND TRANSACTION MANAGEMENT PROCESSES.
YES
18.
Approval
Received
22.
Design Completed
NEXT : PRE
CONSTRUCTION
19.
Bid
Packages
received
Generate Bid
Packages
21. Submit for
permit
Vendors
provide
schematic
information
LANDLORD
Notice and
commence
Set received by
CRE
20. To GC for bid
Generate Design
and Development
Drawings
CONSULTING
ENGINEERS
Generate
schematic Design
and including
Furniture Plan
CD’s
Approved?
Schematics
approval received
Landlord review
and comments on
DD’s

3. TD LOB
Process: TD BANK PROJECT MANAGEMENT
Phase: PRE CONSTRUCTION
Revised: July 2, 2009
TD CRE
YES
Attend pre-bid
meeting
optional
(CRE)
CRE and TD
Arch Review
Approved?
(Within Budget)
ALLIANCE
PARTNER
(PM)
23.
Schedule and hold pre-bid
meeting
ARCHITECT
(Arch)
Attend pre-bid
meeting
CONSULTING
ENGINEERS
Attend pre-bid
meeting
CONTRACTOR
Attend pre-bid
meeting
Finalize bid and
submit
VENDORS
NO
Attend pre-bid
meeting
Finalize bid and
submit
24.
Bids received
27.
Approval received.
Issue award and rejection
letters
Final CR req
(US)
25.
Generate bid
summary and
recommendations
and distribute as
Final CR.
28.
Approval received.
Prepare Main EA
(Canada)
29.
Approval received.
Issue award and
rejection letters.
30.
Send contract to
contractor.
31.
Executed contract
received.
32.
All parties
contacted with
schedules
established.
33.
Pre Construction
Completed:
NEXT:
CONSTRUCTION
26.
Value Engineering/
Re Design as
required to
address NonApproval
Contract received
and executed
Attend pre-bid
meeting
ALLIANCE
PARTNER
(TM)
IT
LANDLORD
Vendors contacted and contracted.
Schedules, mobilization details
established
KEY: TP = TOUCH POINTS BETWEEN PROJECT MANAGEMENT
AND TRANSACTION MANAGEMENT PROCESSES.
Provides Lease
rent and TIA
numbers for
selected sites.
TP
#7
Final budget
approval received
TP
#8
Lease executed
and recorded
TP
#9

4. Process: TD BANK PROJECT MANAGEMENT
Project Phase: CONSTRUCTION
Revised: July 2, 2009
TD LOB
NO
TD CRE
Prepare MID
Document
ALLIANCE
PARTNER
(PM)
ARCHITECT
(Arch)
CONSULTING
ENGINEERS
36.
Initiate and
process change
orders and scope
changes as
applicable
(CRE Approval
needed on client
scope changes).
34.
Hold construction
kick-off meeting
GO LIVE
37.
Provide regular
status, budgets
and schedule
updates.
38.
Assist with MID
Document
39.
Engage and
coordinate
Vendors, as
applicable
40.
(TD Arch to
participate
and sign off
on
construction)
Punch List
Walk through
to include
PM, LOB,
TD Arch, FM
41.
FM to coordinate
building
information
meeting
42.
Manage
Move In
44.
Construction
completed
NEXT: CLOSE-OUT
43.
Engage Security
Attend kickoff meeting
as
required
35.
Construction
project meetings
Existing site
decommission,
as necessary
for furniture
disposal, IT,
cleaners,
signage,
security,
restoration,
vault removal.
Attend kickoff meeting
as
required
Attend Kickoff meeting
VENDORS
CONTRACTOR
MOVE IN
Receive updated
reports
Attend
(If available)
Construction
substantial
completion
LANDLORD
Attend
Kick-off
meeting
KEY: TP = TOUCH POINTS BETWEEN
PROJECT MANAGEMENT AND
TRANSACTION MANAGEMENT PROCESSES.
Attend Kick-off
meeting
Secure CO / TCO
Participate in
punch list
generation
CONSTRUCTION
Integrate into work / Schedule, installing furniture, IT
cabling, equipment, security etc.as applicable
ALLIANCE
PARTNER
(TM)
IT
Receive updated
reports
Mover
Complete punch
list
Security
Activated.

5. TD LOB
Process: TD BANK PROJECT MANAGEMENT
Project Phase: CLOSE-OUT
Revised: July 2, 2009
Review and
indicate
allocations
Receive, fill out and
return Customer
Satisfaction survey
TD CRE
Start financial
review and
closeout
Receive close-out
documents
45.
As applicable
assist in financials,
write offs, etc. with
CRE and LOB
46.
Complete space
allocation, submit
with ACAD file
47.
Distribute
customer
satisfaction survey
52.
Submit 2 copies to
CRE
(US)
53.
Conduct end of
warranty review prior
to 12 months from
substantial completion
YES
49.
Submit drawings to CAFM for input and
archiving. Submit warranties, shop
drawings and cut sheets to AP. FM to
notify Help Desk.
50.
Review closeout
documentation
51.
Approved?
NO
Pull together close-out documentation:
Final application for payment and as-builts.
CAFM
ARCHITECT
(Arch)
ALLIANCE
PARTNER
(PM)
48.
Record and
document
Attend warranty
review meeting
54.
Confirm corrective
measures
completed
Attend warranty
review meeting.
Identify any
defective items
CONTRACTOR
Pull together close-out documentation:
Final application for payment, final waiver and release of liens,
warranties and guarantees, and as-builts.
Submit for review
and approval
ALLIANCE
PARTNER
(TM)
IT
LANDLORD
Pull together close-out documentation:
Final application for payment, final waiver and release of liens, O & M
manuals, warranties and guarantees, and as-builts.
VENDORS
CONSULTING
ENGINEERS
Update drawings
and record in files
KEY: TP = TOUCH POINTS BETWEEN
PROJECT MANAGEMENT AND
TRANSACTION MANAGEMENT PROCESSES.
Attend warranty
review meeting
Complete
corrective
measures
55.
Archive project
close-out :
CLOSEOUT
COMPLETED