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Setting Up the eData Access Database Template (online module 1).

Webinar: eData Access Database Template Performance Reports ().

For additional information, contact eData Tech Support at 1-87 or Current Template File To set up the database template, view the short online module, or read the instructions sheet below. In addition, the database file allows agencies to create custom data reports and queries for more detailed data analysis. Microsoft Access Project Management Template will sometimes glitch and take you a long time to try different solutions.

The database provides data reports and queries that allow agencies to manage program data and check data for errors and/or missing information. When the funding forms are submitted they must be accompanied by the signed/approved Procurement Plan and Procurement Recommendation Report.The eData Access Database Template is a tool available for agencies to use with exported data from the eData system. Use this template to submit project invoices to the Ministry if the school hasn't supplied their own project invoices.Īccess procurement forms through School property procurementĮach form is located on its associated school property procurement webpage, which provides context for its use.Ĭomplete the forms during the procurement process to ensure that the tendering process is fair and transparent. Save the form and complete electronically, or print to complete, and submit to your Local Ministry offices.

#Access project management template full

Note that approval of Fees Release isn't approval of the full project funding or approval for the project to commence. Include a breakdown of fees as this is required for internal accounting purposes. You can request 10% of the project budget or the actual cost of design fees based on estimates and/or invoices. When to complete itĬomplete the form before completing the construction tender, and if the school hasn't sent a procurement plan (including design and consent costs) to the Ministry before going to market. Note that only Type 3: School (Prof PM) projects that are already authorised may have the design fees released. Project Managers can use this form if they need to pay for consultancy services and/or consent fees before completing the construction tender (for school-led projects over $100,000). Forward it to your Local Ministry offices with the project documents.

#Access project management template download

To complete the form, download and print it and submit it at the beginning of the project with the opening project documents.When opened, the report will be pre-populated with existing information for that building, with blank boxes for updating. Select the school (business unit) and then select the relevant building to access the building report.The form is available on the Helios portal.The form only needs to be re-submitted at the end of the project if there are changes during the course of the project.Review, sign and return this form at the beginning of every project to ensure the details are correct, and record for work completed on a Ministry-owned building.

#Access project management template update

The Building Update form is used by the Ministry and external Project Managers for school-led projects to keep our building information up to date.

can upload the data into our asset management system (Helios).

have the documentation needed for audit purposes.

can make sure funding goes to the correct project.

meet legal and accounting requirements for a capital building project.

Send the completed form to your property adviser so that we: Recommend a supplier - Awarding a contract in property procurement Your completed application will include copies of the design certificate, occupancy use certificate and construction observation form. The form records the project scope, timing and financial information. The project manager completes the form with input and agreement from the school's board.Ĭomplete the form at the beginning of any capital building project. School-led Project Form Who completes it? Key school property project paperwork, downloadable forms and guidance to access documents on Helios.Īs the Project Manager, you are responsible to ensure all required forms, for school property projects, are completed and submitted by the required completion time.

Ministry Bulletin for School Leaders | He Pitopito Kōrero.

Roles and responsibilities in property management.

Opportunities for construction suppliers.

Technical information for ICT contractors.

Design stage of school property projects.

10 Year Property Plan - information for consultants.

Property projects led by schools and by the Ministry.

Performance management of construction suppliers.

Health and safety incident reporting on Ministry-led construction projects.

Information for infrastructure suppliers.

Checking your property after a major incident.

Property, procurement and school transport.