Roadmap to the LMSSC Design Build Process

1
Roadmap to the LMSSC Design Build Process
Close Out
Acceptance
Source Selection
Construction
Proposal Development
Design
Proposal Approval
2
Source Selection Process

• Initiation of Project
• Schedule, budget and scope of work transmitted
  from PM to Procurement
• Selection Factors
• Contractors level loading and financial
  capability
• Recommendation of PM
• Experience with similar projects
• RFP structured to meet project requirements
• Standard design build
• Pilot Process- preliminary design and estimate
• Design build study and estimate

3
DB Proposal Development

• Communication
• Primary communication is with the PM until the
  submittal of the proposal
• All proposals are delivered to Procurement
• DB is responsible for ensuring that project
  contains all required functional elements to meet
  the intent of the requirements

• Clarify requirements with PM
• Identify as built CAD and vellum image files
  using Formtek (PM provides a list of applicable
  drawings). Request image and CAD files from CAD
  group
• Verify how security access requirements and area
  availability will affect schedule and cost
• Visit site and gather information on all systems
  and conditions
• Identifiable site conditions are the DB
  Contractors risk
• With cognizance of PM consult with Core Engineers
  as needed
• Meet with HVAC team and PM to validate HVAC
  design approach

Core Engineers Mike Dooley- Architect Doug
Corson- Site Civil Tai Hum- Mechanical Transon
Hum- Controls Marianne Petersen- Equipment Glenn
Rozman- Electrical Dave Wensky- Controls

• HVAC Team
• Tai Hum- HVAC Eng
• Dave Wensky- Controls Eng
• Transon Hum- Controls Eng
• Steve Peterson- HVAC Maint
• Larry Aspray- Controls Maint

4
Elements of Proposal

• Scope of Work Statement
• Understanding of project scope and constraints
• Design approach, value engineering,
  maintainability, energy conservation,
  sustainability
• Risk factors
• Clarifications and Exclusions
• NTE Target Price with detailed cost estimate
• Design target cost
• Design cost Man hours
• Project mgt Cost Number of drawings
• Record drawing cost Project square footage
• Construction management target price
• Construction target price
• Monthly Spend Plan (amount invoiced each month)
• Microsoft Project Schedule

5
Proposal Approval and Contract Award

• Project Manager Technical Evaluation
• Project description indicates a full
  understanding of project scope and constraints
  and an appropriate design approach
• Design and CM staffing appropriate for project
  scope
• Labor hours per classification sufficient but not
  excessive
• Cost estimate contains all required materials and
  equipment
• Schedule is complete with all milestones and time
  spans
• Spend plan reflects project schedule and billing
  span
• Clarifications and exclusions are appropriate
• Cost Estimator Validation
• Evaluates labor hours and rates, material,
  equipment and unit costs and overall costs using
  estimating tools and historical data
• Procurement Commercial Evaluation
• Verifies rates and markups are per the MDBA
• Accepts technical evaluation and validation-
  assists in resolving project issues
• When proposal approved, requests funding and
  awards contract

6
Design Phase

• Formal Design Reviews
• Unless otherwise noted, formal design reviews
  will be conducted at 30, 60 and 90
• Reviewers will be identified by the PM, will
  include Core Engineers and Maintenance, and may
  include Safety, Technical and Program Security,
  Telecommunications and other stakeholders
• Comments are transmitted via e-mail to the PM
• LMSSC Design Standards and Construction
  Specifications
• Compliance during design and construction
• Informal Design Reviews
• With the approval of the PM, informal reviews
  with the Core Engineering Group and Maintenance
  are encouraged
• Meetings with Local Jurisdictions
• LMSSC Architect will attend and record minutes of
  meetings dealing with significant code
  interpretations
• Communication with other regulatory agencies will
  be coordinated with ESH
• Architectural Review Board
• During conceptual design DB shall request review
  of proposed construction affecting building
  exterior and site appearance

7
Construction Phase

• Safety
• Engineering Document website incorporates ESH
  regulations and required permits
  http//www.lockheedmartin.com/wms/findPage.do?dsp
  fecci16363rsbci21fti0ti0sc400
• A Project Assessment form must be completed prior
  to start of work and forwarded to PM
• Spot Safety inspections will be conducted
  throughout the project
• Safety violations may result in disqualification
  for future work
• Risk Management
• Develop and implement risk plan
• Identification, assessment, management and
  mitigation
• Coordination of Owner Contracted Work
• Remediation
• Office and partition systems
• Telecommunications
• Testing and inspections
• Notification Procedures to be Coordinated by
  LMSSC PM
• Utility outages
• Crane and helicopter lifts

8
Construction Phase

• Changes During Construction
• Design errors and omissions are the DB
  Contractors risk
• Identifiable field conditions are the DB
  Contractors risk
• Projected cost overruns need to be immediately
  brought to the attention of the PM and
  Procurement
• PM may increase or decrease the scope of work
• New requirements that increase target price or
  extend schedule are handled as change orders. CO
  Proposals submitted to Procurement
• Testing and Inspection
• Submit request with required documentation to
  Scheduler
• Invoicing
• Submit all invoices to Procurement
• Use DB office standard with LMSSC format and
  cover sheet
• Separate invoices for design and construction
• Includes schedule of values in format similar to
  AIA G703
• 10 retention on both CM and construction
• No retention on design, but record drawing budget
  may not be billed until record drawings approved

9
Project Acceptance

• Progress Inspections
• Progress inspections are required prior to
  concealing construction
• Project Commissioning (PCCL) Inspection
• Schedule final inspection with PM after
  construction is complete
• Generate PCCL checklist using LMSSC data file and
  submit
• 4 sets of checklists and C size drawings
• Lists of new and removed building equipment and
  air and water balance reports
• Tours are scheduled Tuesday or Wednesday mornings
• DB representatives shall be present at PCCL tour
• Provide three OM manual CDs to Scheduler
• PCCL Comments
• PCCL comments will be forwarded to DB one week
  after tour
• Compile comments and respond to comments within
  one week. PM will forward response to PCCL
  Coordinator
• PCCL Closure
• At completion of corrections there will be a
  signoff meeting
• DB responsible for maintenance of equipment until
  PCCL signoff
• Warranties do not start until PCCL signoff

10
Project Close Out

• Record Documentation Acceptance
• All documentation submitted to Scheduler within 4
  weeks of PCCL Tour
• Original signed permit
• Issued for Construction (IFC) drawing files
• Image files showing project area info transferred
  to CAD
• Image or CAD files of shop fabrication drawings
  such as fire protection and structural steel
• Structural calculations
• Digital OM manuals
• Two sets of plots of updated master drawings for
  review
• Updated CAD master files upon approval of plots
• Certificate of Completion and Final Invoice
• Submit to Procurement once PCCL signed off and
  record documents approved
• Scheduler verifies Record Documents and PCCL
  accepted then routes to PM for approval
• Final invoice approved
• Project closed

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