Construction Phase Project Management and Documentation Bill Mason CDM Smith
Outline Design Bidding Construction Start-up & Closeout 2
DESIGN
Design Preliminary Engineering Report Plans Specifications 4
Design Preliminary Engineering Report Serves as basis for design Explains purpose of project Defines scope of work Plans Specifications 5
Design Preliminary Engineering Report Plans Pictorial representation of project Schematics Maps Plan and Profile Views Standard or Project Specific Details Broken down by structure or discipline Specifications 6
Design Preliminary Engineering Report Plans Specifications Provides detailed requirements of materials, equipment, installation, and testing Division 0 Often Termed front end Division 1 General Requirements Divisions 2 through 17 Technical Requirements 7
Section 11312 RAS Pumps Section 05530 Aluminum Grating Section 03300 Cast-In-Place Concrete Section 02616 Ductile Iron Pipe
BIDDING
Bidding Prequalification Plan Distribution Pre-Bid Meeting Bid Form Bid Opening Award 10
Bidding Prequalification Using an impartial system to identify suitable contractors Plan Distribution Pre-Bid Meeting Bid Form Bid Opening Award 11
Bidding Prequalification Plan Distribution Distribution of plans and specifications to plan rooms Notifying potential contractors and subcontractors of project Pre-Bid Meeting Bid Form Bid Opening Award 12
Bidding Prequalification Plan Distribution Pre-Bid Meeting Meeting with interested contractors, subcontractors, and suppliers Explain scope of project and answer questions Bid Form Bid Opening Award 13
Bidding Prequalification Plan Distribution Pre-Bid Meeting Bid Form Lump Sum Unit Price Items Allowances & Alternates Bid Opening Award 14
Bidding Prequalification Plan Distribution Pre-Bid Meeting Bid Form Bid Opening Minimum of three bids required to open Additional documentation required (i.e. DBE participation) Award 15
Bidding Prequalification Plan Distribution Pre-Bid Meeting Bid Form Bid Opening Award Typically given to lower, responsible bidder 16
CONSTRUCTION
Construction Roles of Stakeholders Meetings Shop Drawings and RFIs Schedule Financials 18
Construction OWNER CONTRACTOR ENGINEER 19
Construction OWNER Dictating Scope of Project Setting up Financing Compliance with Local, State, and Federal Regulations Operations & Maintenance of Facility once Complete 20
Construction ENGINEER Inspection of Construction for Compliance with Construction Documents Coordination of Independent Testing Labs Interpretation of Construction Documents Review of Contractors Schedule and Payments Assist in Facility Start-up 21
Construction CONTRACTOR Construction of Project Hiring and Management of Subcontractors Procurement of Equipment and Materials Maintaining Schedule and Budget Start-up and Testing of Equipment 22
Construction Roles of Stakeholders State and Local Agencies (Funding Agencies) Independent Testing Labs Equipment Suppliers and Representatives Meetings Shop Drawings and RFIs Schedule Financials 23
Construction Roles of Stakeholders Meetings Pre-Construction Meeting Monthly Progress Coordination Meetings Start-up Meetings Shop Drawings and RFIs Schedule Financials 24
Construction Roles of Stakeholders Meetings Pre-Construction Meeting Review Project Scope Establish Project Proceedures Shop Drawings and RFIs Schedule Financials 25
Construction Roles of Stakeholders Meetings Monthly Progress Review Work Performed (Past 30 days/next 30 days) Discuss Coordination Items Review Schedule and Change Items Other Items as Necessary Shop Drawings and RFIs Schedule Financials 26
Construction Roles of Stakeholders Meetings Coordination Meetings Usually Held on Weekly Basis Discuss How Construction Will Impact Plant/System Operations Shop Drawings and RFIs Schedule Financials 27
Construction Roles of Stakeholders Meetings Start-up Meetings Review Details of Bringing New Equipment Online Discuss Testing and Training Requirements Shop Drawings and RFIs Schedule Financials 28
Construction Roles of Stakeholders Meetings Shop Drawings and RFIs Link between Design and Construction Details what the Contractor will Build/Install Ensures Compliance with Specifications and Drawings Prepared by Contractor and Submitted to Engineer Schedule Financials 29
Submittals vary in shape, size, and color Shop Drawings Working Drawings Product Data Samples Certificates Operations & Maintenance (O&M) Manuals
Shop Drawing Submittals Specific to a piece of equipment or building material Custom-prepared by manufacturer or vendor Nuts & bolts -oriented Fabrication drawings Erection/installation drawings Setting/mounting diagrams Actual shop manufacturing instructions Wiring diagrams Factory test reports Performance curves Project reference data
Working Drawing Submittals Specific to an area or process, or to a procedure for executing the work in accordance with the contract documents Installation drawings for piping Electrical conduit or duct bank layouts Equipment anchoring & support
Product Data Submittals Standard, prepared data from manufacturers Often termed catalog cuts Generic information-related Manufacturer s specifications Photographs Quality control procedures Standard warranties Available options and accessories
Sample Submittals Physical examples of the work Desired by the Engineer for visual verification of materials of construction, method of construction, color selection, or size Samples may range from pipe coupons to storage tank color sets
Certification Submittals Documentation of compliance with specifications or standards Confirmation proper equipment and/or system installation Validation of completed testing/pre-commissioning Examples include: Certificate of Installation, Certificate of Manufacture, Certificate of Compliance
Submittal Requirements Usually identified in Specification Section 01300 Addresses Contractor Responsibilities for: Certifying the accuracy Tracking (numbering the submittal) Number of submittals Content of submittals Point of contact and mailing address for delivery of submittals Addresses Engineer Responsibilities for: Time of review Disposition of review
Submittal Reviews Review and approval by the Engineer does not permit any departure from the Contract (Executed) Documents Review and approval by the Engineer does not relieve the Contractor of responsibility for details, dimensions, materials, etc. Review and approval by the Engineer does not authorize changes to the Contract (Executed) Documents, only Change Orders do
Recommended Submittal Handling Subcontractor Owner Contractor RPR Manufacturer/ Vendor Engineer
Submittal Tracking (Log) Construction Project Administration, 7 th Edition, Edward Fisk, copyright 2003, Prentice Hall
Construction Roles of Stakeholders Meetings Shop Drawings and RFIs Schedule Details Sequence and Duration of Work Items Financials 40
Construction Roles of Stakeholders Meetings Shop Drawings and RFIs Schedule Financials Applications for Payment Change Orders Work Change Directives 41
START UP & CLOSEOUT
Start Up and Closeout Manufacturer Checkout Equipment Testing Operator Training O&M Manuals Spare Parts Warranties Record Drawings Punchlists 43
Questions?