CONSTRUCTION DOCUMENTS

S coping Project Initiation Feasibilit y Programming Design Developmen t Schematic Design Construction Closeout

Construction
CONSTRUCTION
S coping Project Initiation Feasibilit y Programming Design Developmen t Schematic Design C ons t r u c t i o n D o c u m e n t s Closeout

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Project Initiation

Objective
S coping

Programming

Design Developmen t Schematic Design C ons t r u c t i o n D o c u m e n t s

Construction

Feasibilit y

The objective of the Construction phase is to build the project to drawings and specifications at the quality level included in Construction Documents within the budget, schedule, and scope defined and approved by the Board of Regents. The General Contractor is responsible for facilitating delivery, installation, and construction of the capital project in coordination with Capital Planning and Project Management, the University client requesting the project, and the Design Consultant team. Prior to the start of construction, a Preconstruction Meeting Agenda is developed and distributed to the project team clearly specifying the roles Scoping Design D e v e l o p m e n t Programming and responsibilities of the University, General Contractor, and Design Schematic Design P r o je c t I n i t i a t i on Feasibilit y Construction Documents Consultant throughout construction. It is the responsibility of the Design Consultant to review this document with the project team and clarify outstanding issues prior to construction. During construction, the Contractor facilitates weekly progress meetings with the University client, and Design Consultant at the direction of the Project Manager. At these meetings, outstanding issues, construction S coping Design Developmen t Construction progress, client Programming concerns, budget, schedule, and safety will be monitored Schematic Design Project Initiation Feasibilit y C ons t r u c t i o n D o c u m e n t s and discussed. In addition, the Change Order and Request logs will be reviewed in order to develop a plan of action to resolve outstanding issues arising during construction. The General Contractors pay application will be reviewed monthly. As the construction phase nears its end, the commissioning plan developed in Construction Documents will be reconfirmed and executed. The Project Manager will facilitate completion of the punch list.

Tasks
GC Contract and Bond Insurance Preconstruction Meeting Agenda Progress Meetings and Site Visits University Safety Expectations Site Notification Procedures Schedule Inspections and Observations Commissioning Financial Review and Reporting Punch List Procedures and Administration
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Construction

Deliverables
Contractor RFI(s), Submittals, and Change Request logs Progress Meeting Minutes Monthly progress report from GC Corrective Observation Report Corrective Action Log Construction Photographs Occupancy Permit A&E Site Visit Logs Architects Change Order Log Completed punch list As-builts delivered to FM Records Surplus materials delivered to FM Signed-off permits Certificate of Substantial Completion Certificate of Final Completion O&M Manuals Compass Equipment Forms Final Commissioning Report

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Approvals
CPPM Management Building Code Official Applicable Government Agencies Client (where applicable) Design Consultant

Project Delivery Model 109

Construction Phase Checklist

GC Contract and Bond Insurance
Task
Confirm that GC has a performance and payment bond in place for the project. See: http://www.cppm.umn.edu/aedocs/00610per.doc; http://www.cppm.umn.edu/aedocs/00620pay.doc. Confirm execution of an agreement with the GC. Confirm that GC has all insurance as specified in the agreement executed between the GC and the University for the project. See: http://www.cppm.umn.edu/aedocs/00650.doc.

Task Notes

Preconstruction Meeting Agenda

Task
Verify clients point of contact for the project during this phase. Verify clients key expectations at this point. Forward preconstruction meeting template to Design Consultant for completion. See: http://www.cppm.umn. edu/standards/AppendixC.pdf. Identify regular time and location for weekly meetings with GC.

Task Notes

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Progress Meetings and Site Visits

Task
Identify persons from the project team (see list in Schematic Design) to attend progress meetings. Review construction progress, client concerns, schedule, and safety at weekly meetings. Obtain monthly construction reports from General Contractor. Discuss outstanding items; determine responsible party and plan of action to clear items. Review RFI(s), RFQ, and Change Request logs, as well as submittals in order to develop a plan of action for resolving outstanding issues. Coordinate University-provided services such as landscape, telecommunications, signage, and keying. Review Change Order log. Identify persons from Design Team and client for sign-off of mock-up. Develop site walk-through schedule for both the University technical group and client.

Task Notes

University Safety Expectations

Task
Review University standards for safety. Discuss campus safety issues with GC regarding public safety of students, staff, faculty, and visitors. Review safety items listed below with the GC (where appropriate): Crane requirements Emergency shutdowns and contact list Fencing location Hardhat locations Hazardous materials protocols (See CPPM/DEHS Roles and Responsibilities document) Hot works program (verify that it has been included in specifications) Limits to site and delivery path Sign locations and text

Task Notes

Project Delivery Model 111

Construction Phase Checklist

Site Notification Procedures
Task
Prepare call and contact list for GC. Contact Emergency Management to discuss their procedures for emergency notification to and from the surrounding neighborhood. Determine frequency and format for regular notifications. Identify contacts to receive notifications. Contact University Relations, as needed. Contact appropriate city and county units, if necessary. Review and reconfirm procedures for mitigation of impact on surrounding neighborhood. Review and reconfirm procedures for updating CPPM active projects Web site.

Task Notes

Schedule Inspections and Observations

Task
Schedule inspections for the following groups (where applicable): DEHS Elevator High-Pressure Steam University Commissioning Agent University Fire Inspector Building Code Inspectors: * Electrical * Plumbing * Mechanical * Building Confirm key/lock plan and procedures. Confirm phone activation schedule. Confirm AV equipment installation.

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Construction

Commissioning (refer to plan in Construction Documents)

Task
Reconfirm roles and responsibilities of FM personnel and Design Consultant. Determine operating condition of commissioned systems at the end of functional testing (see Corrective Observation Report). Review Corrective Observation Report for deficiencies identified. Confirm response and resolutions taken. Document any unresolved deficiencies that the University has accepted. Obtain appropriate signature for acceptance. Review Corrective Action Log deficiency status of equipment tested. Confirm response and resolutions taken. Review estimated schedule for required deferred (offseason) testing. Review draft O&M manuals. Schedule meeting with Contractors, Design Consultant, Emergency Management, and appropriate Zone personnel to discuss Compass equipment forms and format. Ensure training of Zone and operations staff. Provide agenda topics and certificates of satisfactory completion for sign off by Zone or UM supervisors for specified training developed in design phases. Determine whether training should be taped for future use.

Task Notes

Financial Review and Reporting

Task
Review project financials with client on a regularly scheduled basis. Review payment applications. Issue monthly financial reports to designated persons on project team.

Task Notes

Project Delivery Model 113

Construction Phase Checklist

Punch List
Task
Identify and track additional scope requests. Establish punch list date(s). Establish punch list format. Establish punch list participants. Verify that all necessary punch list items have been identified and completed. Track and complete deferred commissioning items. Identify person(s) responsible for tracking and resolving deferred commissioning items. Identify person(s) responsible for tracking of warranty items. Obtain sign offs to date of punch list items deferred for testing.

Task Notes

Procedures and Administration

Task
Determine requirements for groundbreaking ceremony. Maintain project files in CPPM project management information system. Determine contents and requirements for a time capsule dedication, if appropriate. Determine requirements for grand opening.

Task Notes

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Deliverables
Task
Contractor RFI(s), Submittals, and Change Request logs Progress Meeting Minutes Monthly progress report from General Contractor Corrective Observation Report Corrective Action Log Construction photographs Occupancy Permit A&E Site Visit Logs Architects Change Order Log Completed punch list As-builts delivered to FM Records Surplus materials delivered to FM Signed-off permits Certificate of Substantial Completion Certificate of Final Completion O&M Manuals Compass equipment forms Final Commissioning Report

Task Notes

Approvals
Task
CPPM Management Building Code Official Applicable Government Agencies Client (where applicable) Design Consultant

Task Notes

Project Delivery Model 115

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