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APPA Institute for Facilities Management Construction Project Management ˘ Core Course 409
San Diego, CAFebruary 2020
IMMEDIATE TAKE AWAY SUBMITTAL
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APPA Institute for Facilities Management Construction Project Management ˘ Core Course 409
San Diego, CAFebruary 2020
APPA Institute for Facilities Management Construction Project Management ˘ Core Course 409
San Diego, CAFebruary 2020
MULTIPLE CHOICE
Your Jeff’s Topic Answer Answer
Question 1) Contracts and Project Success
Question 2) The Notice to Proceed
Question 3) Who’s in Charge?
Question 4) Witholding GC Payments
Question 5) Getting back to the GC
Question 6) Basic categories of Change Orders
Question 7) Cardinal Change
Question 8) Who owns the project float?
Question 9) GC Coordination of other Contractors
Question 10) The Architect is not able to keep up
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6B
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4F
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66
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03
/25
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1,0
00
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3
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7R
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66
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lin
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12
/01
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87
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73
01
/10
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Ap
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11
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85
9R
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26
Ele
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72
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Ap
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03
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03
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Ap
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66
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64
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02
/07
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3,2
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3
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03
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Ap
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79
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01
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03
/14
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69
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Re
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8
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03
/21
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Ap
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02
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02
/14
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07
/15
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07
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Ap
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Dim
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/22
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11
/22
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8R
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47
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11
/15
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/28
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11
/15
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6,1
77
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09
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09
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12
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12
/15
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09
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09
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56
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/06
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12
/18
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10
/16
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vis
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41
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, F
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/17
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41
8R
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11
/06
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26
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41
8R
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20
7C
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e F
47
fix
ture
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11
/07
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6,7
12
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rove
d3
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41
9IB
24
7R
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nt
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ge
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0/3
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41
9R
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24
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to
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05
/08
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70
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12
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20
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43
La
b p
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revis
ion
sE
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01
/12
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20
,64
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2
0,6
48
2
0,6
48
05
/10
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Ap
pro
ve
d2
12
04
21
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& E
bill
11
/13
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4,6
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3
4
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3
12
/12
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Ap
pro
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d2
11
84
22
Pro
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n s
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d w
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s4
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Re
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42
2R
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n s
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ard
sS
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, E
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12
/21
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3,4
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12
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23
RF
I 1
21
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, K
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7,5
30
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42
3R
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21
5L
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l p
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, K
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, E
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01
/12
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4,8
33
4,8
33
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6/2
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d1
12
14
24
IB 2
49
Re
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em
en
t to
PC
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fo
r E
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UD
SJA
18
/12
/06
(1,5
83
)
(1
,58
3)
(1,5
83
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0
1/2
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rove
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11
94
25
PC
I T
& M
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ditio
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l b
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min
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exit s
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SJA
, P
CI
19
/12
06
47
2
4
72
47
2
0
1/2
3/0
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d1
11
94
26
IB 2
48
Ma
gn
etic h
old
-op
en
s 5
43
-1,
56
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, F
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SJA
, E
WS
VO
ID4
27
RF
I 1
21
9R
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n h
an
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t S
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, M
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t, J
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VO
ID4
28
IB 2
50
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q.
of
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tio
ns r
evis
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sS
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, K
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12
/20
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8,4
27
8
,42
7
8
,42
7
05
/10
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Ap
pro
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d3
12
04
29
IB 2
51
Sta
ge
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or
revis
ion
sS
JA
, S
pe
ctr
aV
OID
43
0IB
25
1M
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ture
te
st
resu
lsS
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, S
pe
ctr
aV
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10
of
11
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14
11
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43
1R
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23
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ll p
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SJA
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6/1
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00
62
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6
2,1
96
2,1
96
0
1/2
3/0
7A
pp
rove
d1
11
94
32
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I 1
21
8T
hre
sh
old
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Asse
mb
ly r
oo
m d
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rsS
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, S
pe
ctr
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2/2
0/0
62
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4
2,0
64
2,0
64
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6/2
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7A
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d1
12
14
33
Ma
in e
ntr
an
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- d
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r str
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sS
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, G
ua
ran
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ss
01
/30
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1,5
51
1
,55
1
1
,55
1
02
/28
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Ap
pro
ve
d3
12
04
34
Bu
rsa
r ro
om
- c
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ng
do
or
co
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ter
top
sS
JA
, U
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d d
oo
rs &
gla
ss
VO
ID4
35
Exte
rio
r lim
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ne
re
pa
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SJA
, J&
J a
co
utics
01
/29
/07
VO
ID1
0,5
49
43
6IB
25
2D
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me
nt
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ori
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at
se
rvic
e r
oo
ms
SJA
,Sp
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aV
OID
43
7IB
25
4F
ire
ala
rm r
evis
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sS
JA
, E
WS
VO
ID4
38
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ve
ow
ne
rs f
urn
itu
reS
JA
01
/23
/07
2,1
58
2
,15
8
2
,15
8
02
/06
/07
Ap
pro
ve
d2
11
94
39
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ditio
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l m
ois
ture
te
stin
g o
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or
res.
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SJA
, S
pe
ctr
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2/0
6/0
61
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3
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93
Un
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w -
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44
0IB
25
5R
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SJA
21
/12
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1,3
70
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0
1
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0
01
/23
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pro
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d3
11
94
41
Ove
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se
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sS
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, N
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7V
OID
44
2Im
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m f
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g in
sta
llatio
n d
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SJA
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pe
ctr
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NW
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44
3C
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for
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to
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t d
oo
rs f
or
JC
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ran
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ss
1/2
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00
71
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6
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4
43
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ua
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00
71
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1
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2
02
/28
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pro
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12
04
44
BC
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str
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S
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(5,0
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)
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08
/01
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Ap
pro
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44
5E
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/23
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44
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55
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6
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SJA
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ID4
57
S
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pa
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to
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m C
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tio
nS
JA
, E
WS
VO
ID4
58
D
am
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Da
ta C
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se
me
nt
Rm
.S
JA
, E
WS
VO
ID4
59
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ditio
na
l B
ala
ncin
g -
Co
nd
en
se
r W
ate
r S
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mS
JA
, K
LM
3/1
9/0
7V
OID
2,7
53
4
60
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I #
12
49
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ntr
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s t
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rra
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VA
V B
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JA
, K
LM
4/1
6/0
7V
OID
-
46
0-1
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FI #
12
49
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ntr
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ion
s t
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JA
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4/1
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7V
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46
1
BM
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SJA
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LM
VO
ID4
62
A
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/ D
AM
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SJA
, K
LM
VO
ID4
63
F
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M W
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12
& 1
31
SJA
, E
WS
VO
ID4
64
En
gin
ee
rs m
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su
res
SJA
, K
LM
VO
ID4
65
RF
I #
12
54
F3
0 C
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ht
fixtu
re c
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rS
JA
, E
WS
, M
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lse
tV
OID
46
6D
ele
te p
ain
t @
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ctr
ica
l ro
om
sS
JA
(1,1
13
)
(1
,11
3)
(1,1
13
)
0
6/2
2/0
7A
pp
rove
d1
12
14
67
3rd
flo
or
SJA
/SM
C t
em
po
rary
off
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wa
lls
SJA
VO
ID4
68
Re
mo
b c
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for
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to
co
mp
lete
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va
tor
CR
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JA
, K
on
e2
,62
5
2,6
25
2,6
25
0
8/0
1/0
7A
pp
rove
d1
PC
CD
46
9
Cre
dit f
or
Pu
nch
Lis
t w
ork
SJA
8/3
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07
(30
,65
5)
U
nd
er
Re
vie
w -
PC
CD
47
0W
eld
ing
of
HM
fra
me
s a
t A
tru
im a
rea
sS
JA
SJA
mo
roso
47
1
Fir
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in e
leva
tor
ma
ch
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ro
om
sS
JA
6/2
9/2
00
75
25
52
5
5
25
08
/01
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Ap
pro
ve
d3
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C
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it f
or
Cre
str
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in
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43
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9
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35
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9
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11
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9
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9%
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5,8
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r co
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24
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49
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r co
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r co
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11
of
11
12
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14
11
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SM
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Pre
pa
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by S
win
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on M
ana
ge
me
nt
Page 1 of 5
OAC MEETING (005) MINUTES
Los Gatos Library/Project 100 Villa Avenue
Los Gatos, California
August 3, 2010, at 10:00 AM
Town of Los Gatos (LG) Noll & Tam Architects (N&T) Bogard Construction Co. (BC) 41 Miles Ave. 729 Heinz Ave. #7 350-A Coral Street Los Gatos, CA 95031 Berkeley, CA 94710 Santa Cruz, CA 95060
Purpose: Location: General Notes / Attachments: Weekly Progress Update PPW Conference Room - 41
Miles Ave., Los Gatos, CA RFI Log, Submittal Log, PCO Log, 3 Week Look Ahead
Attended Name: Company: Phone: e-mail address:
X Kevin Rohani Town of Los Gatos Town Engineer
408-399-5773 [email protected]
Bruce Smith Town of Los Gatos Project Manager
408-399-5778 [email protected]
X Mike Machado Town of Los Gatos Acting Building Official
408-354-6815 [email protected]
Mark Glendinning Town of Los Gatos Building Inspector
408-354-6870 408-354-6877
X Nimone Li-Hardisty Swinerton Mgt&Consulting Construction Manager
510-432-6481 c [email protected]
X Elizabeth Rutlin Swinerton Mgt&Consulting Project Assistant
408-741-4020 [email protected]
X John Baker Swinerton Mgt&Consulting Project Executive
415-710-8059 c [email protected]
Chris Noll Noll & Tam Architects Principal
510-649-8295 x211
Matt Wadlund Noll & Tam Architects Project Manager
510-649-8295 x241
X Abraham Jayson Noll & Tam Architects Designer
510-649-8295 [email protected]
Jared Bogaard Bogard Construction Vice President
831-426-8191 831-246-2071 c
Brian Atchley Bogard Construction VP of Field Operations
831-426-8191 831-246-2075 c
X Frank Church Bogard Construction Project Manager
831-426-8191 831-246-2084 c
Tim Boyles Bogard Construction Project Superintendent
831-426-8191 831-246-2082 c
X Neil Burrow Bogard Construction Project Engineer
831-426-8191 [email protected]
CC: Jeff Gee
Mtg & Item #
Description Firm/ Resp.
Due Date
Open / Closed
I Safety / Schedule / Site 1.1.1 Safety:
(8/3)Bogard to post sign at fence & close gates at end of day. (8/3) A lot of trucks going in and out of site, when arriving or
leaving site, make sure to keep eye contact with driver.
On going
Page 2 of 5
OAC MEETING MINUTES
Mtg & Item #
Description Firm/ Resp.
Due Date
Open / Closed
1.1.2 CPM schedule – Submit preliminary schedule by: June 23, 2010 Complete Schedule by 7/23
- (8/3)Frank presented and distributed project schedule. SMC to review with Town.
(8/3) Critical path – grading, structural, steel, exterior framing, curtain wall, drywall, ceiling, MEP
(8/3) 34 days of inclement weather projected; will be documented after major storms
SMC
On going
8/17
1.1.3 3 week look ahead schedule (7/27) Inspector to review seismic hold downs on trailers (7/27) Sewer – coordinate with Steve Souza
- Notify Bruce with timeline for sewer work by 7/28; Bruce to notify neighbors of parking closure date
On going
1.1.4 Noise, Dust and Mud Control. Bogard to enforce strict dust control, truck tire cleaning, careful handling of soil throughout the duration of project.
(8/3) Ongoing dust control during demo; water truck on site
On going
1.1.5 SWPPP Monitoring – Submitted prior to deadline; several weeks for processing Can proceed as if in hand Sandis to attach report to RFI for inclusion with onsite documents (7/27) Town to update later.
On going
1.1.6 Waste Management Plan (8/3) Approved – returned with comments
1.1.7 Utilities – PG&E (gas & electric)– (7/22) Gas line has been rerouted by PG&E. Gas line not install per PG&E standard,18” deep, Bruce & soils engineer to monitor & direct Bogard when working around this. (7/22) Bogard’s sub surveyed sewer main and mark in green 7/30; Blackwell Engineering is doing underground work. (8/3) Existing condition not per as-builts provided, team to review site conditions. Blackwell to carefully pothole along the utility lines and hand dig when necessary. (7/22) Tim to ask if fencing existing PG&E box is acceptable. (8/3) Leave fence as is for now.
On going
1.1.8 Procurement Schedule of major Long lead time items, MEP equipment, etc.
To be included in project schedule
On going
II Logs and Reports
1.2.1 RFI log – see attached. (7/22) RFI #13 - Code requirement for 2nd floor sanitary sewer connection to main sewer; (8/3) drawings forthcoming (by 8/6)
On going
Page 3 of 5
OAC MEETING MINUTES
Mtg & Item #
Description Firm/ Resp.
Due Date
Open / Closed
(8/3) RFI #15 – Substitution for cause
1.2.2 Submittals log – see attached. Bogard to provide Submittal schedule to N&T – in progress; expected 7/15
Within 30 days for majority Within 60 days for structural steel, millwork (7/22) HOT submittals: Sewer & utilities, anchor bolts. (7/27) Submittal 0009-Storm Drainage Utilities
- (8/3) Kevin to send letter to N&T, proceed with HDPE pipes
(8/3) Photovoltaic system – Correspondence on going between N&T and Fresco. Bogard is concerned about the potential of redesign affecting other trades, such as structural steel.
On going
1.2.3 Status of deferred approval submittals: Bogard to track on schedule and log (14 items)
1.2.4 Arch/Engr Field Reports:
1.2.5 Quality control / Site Observation: On going
1.2.6 LEED Monitoring: Bogard is reviewing docs & will coordinate with LEED consultant N&T to provide LEED checklist, sub guideline to Bogard (8/3) Bogard’s LEED material calculator - Approved
On going
1.2.7 Commissioning: (7/13) Comm. Authority– Town building department and mech.
Engr. Enhanced Comm. Authority – Taylor Engineering
On going
1.2.8 Substitutions: Pending Substitutions:
Mechanical – A/C unit; Trane no longer supports specified unit. Bogard to submit comparable options via submittal
(8/3) Shotcrete – sub to identify areas to be done. Bogard has concerns about waterproofing; Frank to follow up.
8/3/10
Open
2.2.9 Inspection Requirements: Inspection/Permit card in progress; not onsite yet (7/27) Bruce to
give permit card to Tim.
III Project Coordination
1.3.1 Town contracted a construction documentation firm to document progress, overlay photos onto digital plans in chronological order.
No impact anticipated to contract work (7/27) Photographer to attend 8/10 meeting for introduction
and discussion of procedures
8/10/10
Page 4 of 5
OAC MEETING MINUTES
Mtg & Item #
Description Firm/ Resp.
Due Date
Open / Closed
1.8.3 Meeting with arborist regarding tree removal/protection (7/22) Town arborist met with Bogard, arborist to continue monitoring trees to be protected. Bogard to remove big tree in 10’ sections and store at Pageant Park (8/3) Tree has been cut, site review later.
2.9.1 Software for project management: Converge webinar at Bogard, SMC concern is that of
implementation & training. (7/27) Expect to be set up in 2 weeks
BC 8/10/10 OPN
4.3.1 Hillside Erosion Control (7/27) is of concern to N&T. Kevin clarified what is being done
up the hill. Bogard to seed the hill this year and keep fabric to provide erosion control.
IV Owner Coordination
1.4.1 Public Art in Public Places – some design changes will be forthcoming; will be issued in upcoming bulletins. Separate coordination meeting will be held once the artist and subcontractors are on board.
(7/22) N&T to issue revisions, tentative by week of 8/3. (8/3) Target 4/6/11 for Art installation date
Change to Children’s Wall Noll & Tam revisions; (7/27) Frank to wait for revisions and
N&T & Town approval before requesting ROM from subcontractors.
Donor Recognition Modifications to be limited to backing for mounting
1.4.2 Owner Sub Consultants Coordination Owner sub consultants TBD
1.4.3 FFE Tracking:
On-going
1.4.4 Donor Recognition – changes forthcoming. Modifications to be limited to backing for mounting
1.4.5 Cooling Tower Project/Generator Relocation: Bid August 4th. Award expected September 7 Construction start expected late September; Completion 11/22
- (7/27) Generator lead time 14 weeks
V Payment 1.5.2 Payment:
(8/3) 1st Draw on July 7/27 – In process by Town.
Monthly
2.5.3 Potential Back Charges:
BC
VI Holiday / Vacation schedule for the core group
Bruce 7/30 – 8/8
Matt 8/23 – 8/27
Abe 8/14 – 8/21, 9/4 – 9/17
All On going
Page 5 of 5
OAC MEETING MINUTES
Mtg & Item #
Description Firm/ Resp.
Due Date
Open / Closed
VII COR Log 1.7.1 PCO Log – ongoing (see attached log) On
going
VIII Supplemental Meeting Schedule 1.8.1 Subcontractor meeting
Bogard Pre-Con TBD (next 3 weeks); to include OAC team & main subs
Regular sub meeting TBD
1.8.2 LEED online submittal training for subcontractors (8/3) Dave Tanza to submit online to Simon & Associates for
subs
IX New Issues 5.3.1 Demolition
(8/3) More concrete found than shown on demo, Bogard to keep T&M tags from subcontractor.
5.3.2 Transformer Pad PG&E drawing; Bogard to research installation responsibility,
whether PG&E or Town.
Next Meeting: 9:30 am –August 10, 2010 – Onsite, large trailer Note - If you have a different understanding of the issues discussed and/ or the substance of a meeting topic than has been represented here, please send me your comments/corrections within 2 days after receipt of the minutes at [email protected] or (510) 432-6481 Distribution: Participants, Project File Attachments:
