Designer CM/Owner s Rep Prime Contractor SubContractor Supplier Manufacturer

Transcription

1 Designer CM/Owner s Rep Prime Contractor SubContractor Supplier Manufacturer Construction Documents 1.1 to 1.6 Create Submittal Log 1.1 Construction Docs Focus of this process is to transmit submittal requirements from designer to contractor. Step 1 information exchange requirements define information needed to define a submittal register 1.2 Create 1.3 Recieve 1.4 Import Use of BIM from upstream design is not required for COBIE information exchanges, but will simplify many COBIE steps if the information is available. Use of BIM to feed COBIE is not is not included in the COBIE I or II scope. 1.5 Verify 1.6 Use It is critical that GFE identified in the contract is also included in the submittal log. This is because information related to installation and operations of the equipment is all linked to the submittal records created, initially, in this log Outline 1.7 Update 1.8 Update 1.9 Resolve Change 1.7 to 1.10 Update Submittal Log 1.10 Use This process allows updates to the submittal log during construction. The RFI and change order processes that may be required the resolution of the change are not included in COBIE I or II scope. Outline Identify Submittal Requirements Communications will need to be supported in both a batch mode, to initialize the submittal log, and in a message mode, to provide individual change transactions STEP1.VSD

2 Designer CM/Owner s Rep Prime Contractor SubContractor Supplier Manufacturer Outline 2.1 to 2.8 Add scheduled dates to submittal log 2.1 Basic 2.2 Export 2.3 Receive Focus of this process is to obtain the Contractor s schedule for submitting each item, when each item must ordered, and when the material, product, or equipment is to be delivered to the site. 2.4 Update Schedule 2.6 Receive 2.5 Export 2.7 Notify Contractor 2.8 Receive Notification Use of CPM scheduling software links can, ultimately, provide realtime updates to schedule dates. This capability is not included in the scope of COBIE I or II. Define Submittal Schedule Communications will need to be supported in both a batch mode, to initialize the schedule dates, and in a message mode, to provide individual change transactions STEP2.VSD

3 Prime Contractor SubContractor Supplier Manufacturer 3.2 to 3.3 Prepare Contractor submittal 3.2 to 3.14 Prepare and transmit tiered submittal Focus of this process is to capture and prepare electronic submittals in the format defined by the specific specification section. In general, PDF files will be required unless otherwise noted. Physical samples will be documented with submission of digital photographs. The tiered submittal process reflects a collapsed business process using electronic only transmittals between tiered business partners. Such a collapsed process enables Contractors to comply with COBIE and streamline their processes simplifying existing paper submittal processes. 3.1 Evaluate Requirement This chart does not explicitly include processes for updates or resubmissions that occur until action is taken, as a result of internal or owner representative resubmit requirement, etc However such processes are implied as receiving requests on existing submittals, vs. receiving requests on submittals not yet received (3.13) or transmitted (3.15). 3.2 Recieve Request 3.4 Recieve Request 3.7 Recieve Request 3.10 Recieve Request 3.5 Process Request 3.8 Process Request 3.11 Process Request 3.13 Receive Draft 3.6 Submit Draft 3.9 Submit Draft 3.12 Submit Draft 3.14 Evaluate Draft 3.3 Process Request 3.15 Transmit Documents Transmitted Submittal The COBIE I spec on specific data elements are required for equipment installation, warranty and spare parts information. The COBIE II spec will contain data element requirements to verify spec performance Transmit Submittal where individual packets include PDF, CADD, image and other file formats, as well as specified meta-data STEP3.VSD

4 Owner/Other Designer CM/Owner's Rep 4.4 to 4.6 Owner Review/Selection Transmitted Submittal 4.1 Recieve Submittal Often required for selection of interior finishes. On specialty projects, e.g. hospitals, owner approval of submitted materials, products, equipment, or systems may also be needed. May include multiple tiers, not shown in this diagram. 4.2 Update Schedule Review/Selection External Approval External Review 4.4 Owner Recieve 4.7 A/E Recieve Internal Review 4.3 CM Receipt Acknowledged 4.5 Owner Evaluate 4.8 A/E Evaluate 4.3 Evaluate Submittal Typically required for submittals not requiring external approval or selection. Objective of evaluation is to verify compliance against performance specifications. Deviation requests, not included in COBIE I & II may also require evluation of or-equal material, product, or equipment options. 4.6 Owner Response 4.9 A/E Response 4.10 Evaluate Response 4.11 Prepare Response 4.7 to 4.9 Designer Approval 4.12 Transmit Response Typically required for approval of project-specific engineered items that require the production of shop drawings. May include consultants, e.g. Structural Engineer, not shown in this diagram Update Status/Schedule Submittal Status Submittal Status state is transformed to Procured through supply Contractor/sub chain. Supply Chain management is outside the scope of the COBIE project. Approve Submittal where individual packets include marked-up PDF, CADD, image and other file formats, as well as specified meta-data that provides status of individual submittals STEP4.VSD

5 Owner/Other CM/Owner s Rep Prime Contractor SubContractor Manufacturer Procured Procured The objective of this process is to capture three key types of information on material, products, and equipment installed during the project: (1) specific nameplate data (or equivalent) on all materials, products, & equip. (2) identify the spatial location of each item within the facility (3) if specified, certify that installation was IAW mfgs requirements 5.1 Purchased 5.7 Purchased If used for existing equipment, UID s should be provided been provided by the facility operator. Certification by owner organizations may, or may not be required, and could provided here or during commissioning. 5.2 Receive 5.8 Receive If BIM provided upstream, equipment location will already be known. In this case job is to make a selection of equipment & link nameplate data. 5.3 Install 5.9 Install 5.16 Verify Installation 5.4 Extract Nameplate Data 5.10 Extract Nameplate Data 5.12 Verify Installation 5.17 Submit Certification 5.6 Extract Location Data 5.11 Extract Location Data 5.13 Submit Certification 5.14 Certify Installation 5.15 Certify Installation Certification by manufactures rep. may, or may not be required, and could provided here or during commissioning Verify Cert & Data 5.21 Accept Cert & Data 5.19 Submit Cert & Data 5.18 Submit Cert & Data Although nameplate and serial number information is required during the project s commissioning phase on existing contracts it is usually gathered by postconstruction surveys. Construction Managers may want to include contract language stating that payment will not be provided for installation until the data (and certifications) are provided. where individual packets include marked-up PDF, CADD, image and other file formats, as well as specified meta-data that provides status of individual submittals. Update processes or discrete processes for submitting nameplate, location, and certification information at different times are not included in this chart and must be considered during implementation of these processes. This process includes Contractor installed Owner-Furnished. Install STEP5.VSD

6 Owner/Other CM/Owner s Rep Prime Contractor SubContractor Manufacturer Testing and acceptance for specified equipment will be conducted by Owner or Other authority. 6.2 Test 6.3 Test 6.4 Test testing and acceptance for the majority of facilities conducted by Contractor or Subcontractor. 6.6 Document Test 6.7 Document Test testing and acceptance are also accomplished by manufacture s representatives if so specified. 6.1 Test 6.9 Submit Results 6.10 Submit Results 6.5 Document Test 6.11 Document Test 6.8 Submit Results 6.13 Verify Results 6.12 Submit Results 6.15 Prepare Manual 6.16 Prepare Manual 6.14 Accept Results 6.19 Prepare Manual 6.17 Submit Manual 6.18 Submit Manual 6.21 Verify Manual 6.20 Submit Manual Manuals may include a variety of materials including preventative maintenance schedules, repair manuals, and other data. Spare parts and warranties are covered under specific processes on later charts Accept Manual Commissioned where individual packets include marked-up PDF, CADD, image and other file formats, as well as specified meta-data that provides status of individual submittals. Submission of test results from different sources and at different times than when manual information is provided is likely. Commission STEP6A.VSD

7 Owner/Other CM/Owner s Rep Prime Contractor SubContractor Manufacturer Testing and acceptance for specified systems will be conducted by Owner or Other authority. 6.2 Test System 6.3 Test System 6.4 Test System System testing and acceptance for the majority of facilities conducted by Contractor or Subcontractor. 6.6 Document Test 6.7 Document Test System testing and acceptance are also accomplished by manufacture s representatives if so specified. 6.1 Test System 6.9 Submit Results 6.10 Submit Results 6.5 Document Test 6.11 Document Test 6.8 Submit Results 6.13 Verify Results 6.12 Submit Results 6.15 Prepare Manual 6.16 Prepare Manual 6.14 Accept Results 6.19 Prepare Manual 6.17 Submit Manual 6.18 Submit Manual 6.21 Verify Manual 6.20 Submit Manual Manuals may include a variety of materials including preventative maintenance schedules, repair manuals, startup, shut-down, emergency operation procedures, and other data Accept Manual Commissioned where individual packets include marked-up PDF, CADD, image and other file formats, as well as specified meta-data that provides status of individual submittals. Submission of test results from different sources and at different times than when manual information is provided is likely. Commission System STEP6B.VSD

8 CM/Owner s Rep Prime Contractor SubContractor Manufacturer Commissioned Commissioned Items that require warranties are identified in the submittal log but should not be accepted until equipment has been accepted during the commissioning as part of an operational system. The actual date that the warranty starts is outside the scope of the COBIE project discussion. 7.2 Request Warranty 7.1 Request Warranty 7.3 Prepare Warranty 7.5 Receive Warranty 7.4 Submit Warranty 7.6 Prepare Warranty 7.8 Verify Warranty 7.7 Submit Warranty 7.9 Accept Warranty Warranted Materials, Products, & Provide Warranty where individual packets include a PDF of the warranty certificate and data as specified to identify duration of warranty, related equipment and/or systems, and guarantor. This chart does not consider updates or changes needed to existing or previously provided warranty data. Such activities are part of this process, but not described in this chart STEP7.VSD

9 CM/Owner s Rep Prime Contractor SubContractor Supplier Manufacturer This process contains two different kinds of information exchange. The first is parts list or exploded parts diagrams, etc The second are companies who can provide these parts. 8.1 Request Parts Info 8.2 Request Parts Info 8.3 Request Parts Info 8.4 Prepare Parts List 8.6 Identify Suppliers 8.5 Submit Parts List 8.8 Prepare Parts Info 8.7 Identify Suppliers 8.10 Prepare Parts Info 8.9 Prepare Parts Info 8.12 Verify Parts Info 8.11 Submit Parts info 8.13 Accept Parts Info where individual packets including PDF, spreadsheet, and specific data is provided land linked to related material, products, and equipment. Provide Spare Parts Sources STEP8.VSD

10 Owner/Other CM/Owner s Rep As-Build Project Data 9.1 Prepare Project Data The complete set of O&M and as-built facility information is to be provided by the CM/Owner s Rep to the Owner or Owners Operation and Management agent. 9.3 Receive Project Data 9.4 Import Project Data 9.2 Submit Project Data COBIE II specification will allow designers to identify if submittals are for items that represent permanent or movable installed products and equipment. This will facilitate the counting of items during turn over of overall building data. COBIE II will also require the OMNIClass identification of equipment, and building functional types in accordance with the OmniClass categorization. Owner s will need to map their internal taxonomies to the OmniClass scheme. Populated CMMS Note that COBIE I and II do not include information regarding the full range of Asset Management information required by most asset management offices. Information explicitly excluded from COBIE is information related to size of building functional spaces, and similar real property capacity Transmit Handover Information Communications will need to be supported in a batch and packet mode where the initial load will contain the majority of the data, but some data may need to be updated or resent STEP9.VSD