Schedule Guidance Document

Transcription

1 Schedule Guidance Document Contents 1. Purpose 2. Applicability 3. Preparation of Baseline Schedule 4. Preparation of Progress Schedule 5. Additional Guidance for Tier 4 and Tier 5 Schedules 6. Submittal of Schedules Attachment A - Work Breakdown Structure Attachment B - Example Tier 3 Baseline Consulting Schedule Attachment C - Example Tier 3 Progress Consulting Schedule Attachment D - Example Tier 3 Baseline Construction Schedule Attachment E - Example Tier 3 Progress Construction Schedule Attachment F- Schedule Submittal Process for Buzzsaw Desktop 1. Purpose The City of Fort Worth is committed to delivering quality, cost-effective infrastructure to its citizens in a timely manner. One of the most important tools the City uses to achieve this goal is accurate, updated, current schedules for its capital projects. Accurate and updated schedules allow the City to effectively track and manage its projects both in aggregate (at the program or city-wide level) and project-byproject. The City uses this schedule information to display project and program status to the City's elected officials, staff, and its citizens. The City's goal is to take every reasonable step to ensure that projects finish on time and within budget. Project schedules are the fundamental building blocks to planning and executing projects efficiently and on time. These schedules are best prepared by those closest to the work. Because the vast majority of capital project delivery at the City is performed by contractors and consultants, it is critical that contractors and consultants prepare schedules as part of performing their work for the City. This Schedule Guidance Document complements the City's Standard Agreement and Contract Documents to guide contractors and consultants in preparing and submitting acceptable schedules for use by the City. The City's Program Management Office is the owner of the schedule submittal process and associated reporting systems. 2. Applicability The City has developed a tiered approach to scheduling, recognizing that projects have a wide range of needs for schedule information. The City's Program Managers will determine the appropriate level of schedule needed for each project, and will include that designation and the associated requirements in the consultants' and contractors' contract documents. The schedule tiers that the Program Managers will select from are summarized as follows: City of Fort Worth, Texas Schedule Guidance Document PMO Release Date: Page 1 of 28

2 Tier 1. No schedule submittal required by contract. Small, brief duration projects. Tier 2. No schedule submittal required by contract, but will require some milestone dates. Small, brief duration projects. Tier 3. Schedule submittal required by contract as described in the specification and herein. Majority of City projects, including all bond program projects. Tier 4. Schedule submittal required by contract as described in the specification and herein. Large and/or complex projects with long durations. Examples might include a large water pump station project and associated pipeline with interconnection to another governmental entity. (Note: Applies almost exclusively to Contractor schedules) Tier 5. Schedule submittal required by contract as described in the specification and herein. Large and/or very complex projects with long durations, high visibility. Examples might include a water or wastewater treatment plant. (Note: Applies almost exclusively to Contractor schedules) Schedules for the Tier 1 and Tier 2 projects will be developed by City staff based on date and milestone information provided by the consultant or contractor. Contractors and consultants are responsible for preparing schedules as defined herein for Tier 3 through Tier 5 projects. Tier 3 projects and the associated schedules will be the "default" and most common. Therefore the schedule guidance that follows is focused on meeting Tier 3 requirements unless stated otherwise. There are three (3) basic elements to schedule submittals. 1. Baseline Schedule. Initial schedule submitted before work begins that will serve as the baseline for measuring progress and departures from the schedule. 2. Progress Schedule. Monthly submittal of a progress schedule documenting progress on the project and any changes anticipated. 3. Schedule Narrative. Concise narrative that highlights changes in the schedule, expected delays, key schedule issues, etc. The Baseline Schedule is prepared by the contractor or consultant at the beginning of the project (prior to the initial payment) and submitted to the City as defined herein. The Progress Schedule is prepared monthly by the contractor or consultant and submitted to the City as defined herein. The Schedule Narrative is submitted to the City monthly in conjunction with the Progress Schedule. 3. Baseline Schedule 3.1. General The contractor or consultant will develop a cost-loaded Schedule using approved software and the Critical Path Method (CPM). The schedule file project ID should be based on the five digit Capital Project Management System number and the name assigned to the project by the City in Buzzsaw. When submitting the first schedule add the word "Baseline" to the end of the project ID. Monthly updates moving forward should have the year and month at the end of the project ID. Refer to the following examples and Attachment F. City of Fort Worth, Texas Schedule Guidance Document PMO Release Date: Page 2 of 28

3 Baseline Format. City Project#-tracking log file name_baseline Example Flaxseed Drainage Improvements_Baseline Monthly Update Format. City Project#-tracking log file name-'yyyy_mm' Example Flaxseed Drainage Improvements_2009_01 The approved Baseline Schedule will become part of the contract. The contractor or consultant has the sole responsibility to correct any latent defects in its Baseline Schedule and perform to the subsequently revised schedule. The contractor or consultant will use the Baseline Schedule to coordinate and monitor the work (including the activities of subcontractors, equipment vendors and suppliers). The contractor or consultant must keep a copy of the approved Baseline Schedule Schedule Work Breakdown Structure and Activities Work Breakdown Structure (WBS) The scope of work to be accomplished by the contractor or consultant will be represented to the City of Fort Worth in the form of a Work Breakdown Structure (WBS). The WBS shall be the basis for the development of the schedule activities and shall be imbedded and depicted in the schedule. Attachment A shows the WBS for the City of Fort Worth Design The consultant's (engineer) schedule WBS should roll up under one or more of the following, as confirmed with the City's Project Manager and Project Controls Specialist: Project Planning Traffic Studies/Field Reconnaissance GIS Mapping Condition Assessments Hydraulic Assessments Design Conceptual Design Preliminary Design Final Design ROW/Land Survey Preliminary Survey Construction Staking Public Involvement Public Meetings Construction Project Management Construction Advertisement City of Fort Worth, Texas Schedule Guidance Document PMO Release Date: Page 3 of 28

4 Bid Preparation and Advertisement Contract Award Pre-Construction Activities Material/Soil Testing Inspection Construction Construction scope for each project should roll up under: Construction Construction Contract Construction Contract Construction Contract 3, etc. Within the contractor should organize the activities to logically represent the project (see 3.2.2). The goal is to have each project organized in a logical order by type of work that rolls up to the City of Fort Worth's Construction WBS level Activities Activities are the discrete elements of work that make up the schedule. They should be organized underneath the umbrella of the WBS as described in The following information will be provided for each activity: Activity Number Use a five-digit number between and 99995, left justified in the activity I.D. field. Alphanumeric activity numbers are NOT acceptable, unless specifically directed by the City of Fort Worth Project Manager or PMO for selected use. The initial network will be numbered by 10s or 20s with the following activity number greater than the preceding activity number Activity Description Activity descriptions should adequately describe the activity and in some cases the extent of the activity. Examples of acceptable descriptions might include "place concrete between Avenue A and Avenue B", "water line conceptual design", etc.) Activity Durations (Applies to Contractor Schedules Only) The activity duration will be based upon the physical amount of work that is to be performed for the stated activity and are limited to 20 working days. If work is to exceed 20 days, then break the work down so the work will be completed within a 20 day time frame Activity Start and Finish Dates Activity start and finish dates will only be accepted if calculated by the software. Actual activity start and finish dates may not be assigned in a baseline. However they must accurately be assigned in the working version of the schedule (see Section 4 Progress Schedule) Activity Dependencies All activities will be logically tied with a predecessor and a successor. The only exception to this rule will be for the project start and project finish milestones Milestone Activities City of Fort Worth, Texas Schedule Guidance Document PMO Release Date: Page 4 of 28

5 The following milestone activities (i.e., important events on a project that mark critical points in time) are of particular interest to the City of Fort Worth and should be reflected in the Project Schedule for all phases of work, as applicable: Consultant Schedule (Engineering Design Example) Notice to Proceed 30 percent Plans and Specification Submittal 60 percent Plans and Specification Submittal 90 percent Plans and Specification Submittal Design Complete Contractor Schedule Notice to Proceed (Construction) Preparation and submission of shop drawings, submittals, and any required re-submittals (if applicable) Mobilization Fabrication and delivery of equipment and materials (if applicable) Pre-final and final inspections Project Acceptance 3.3. Baseline Schedule Development The contractor or consultant will designate an authorized representative (Project Scheduler) responsible for developing and updating the schedule and preparing reports. It is recommended that a qualified scheduler develop the baseline schedule. The City will supply a template for download as an example of how to set up a project. The purpose of the template is to help the novice user develop schedules meeting the City's requirements. The contractor's or consultant's initial schedule submittal will contain NO progress and represent the planned work for the duration of the project. Once approved by the City of Fort Worth, this schedule will become the baseline against which all future variance analysis will be performed. The use of activity external constraint dates and lags on relationships is discouraged unless specified or approved by the City of Fort Worth. An example of an external constraint date is "concrete construction will begin no later than January 1." The reason for this requirement is that it creates an artificial (rather than calculated) critical path. The baseline Schedule will consider delivery lead times, construction and access constraints and the coordination of construction with The City of Fort Worth operations Safety Requirements Schedule performance should never take precedence over safety. Project schedules must allow work to be performed in a safe manner. The contractor or consultant cannot reduce safety or worker protection in order to shorten schedules, recover lost time or accelerate the work Project Calendars The baseline schedule will be based on a standard work week (the days of the week -typically five day week - the contractor or consultant plans to work) including City holidays as non-work days, unless it is the contractor's plan to work more than a 5 day work week. If the consultant or contractor plans to use a non-standard calendar (i.e. more or less than 5 day work week), then the City should be notified as part of the submittal of the baseline schedule. City of Fort Worth, Texas Schedule Guidance Document PMO Release Date: Page 5 of 28

6 Listed in the table below are typical City holidays that contractors and consultants will need to develop project calendars for that exclude these as work days. Refer to the City web site for additional City holiday schedules. Holiday 2009 Dates 2010 Dates 2011 Dates New Years Day January 1 January 1 January 1 Martin Luther King Day January 19 January 18 January 17 Memorial Day May 25 May 31 May 30 Independence Day July 3 July 5 July 4 Labor Day September 7 September 6 September 5 Thanksgiving November 26 November 25 November 24 Day after Thanksgiving November 27 November 26 November 25 Christmas Day December 25 December 25 December Inclement Weather Refer to climatology data for anticipating work that can be affected by inclement weather. Historical rain days can be reviewed from the following web site: 4. Preparation of Progress Schedule As described in Section 3, the baseline schedule is used to coordinate and monitor the work. The contractor or consultant is required keep a copy of the approved baseline schedule. The Progress Schedule is simply a copy of the approved baseline schedule that will be statused monthly. In other words, progress on the project will be shown monthly as an update of the schedule that will be compared to the approved baseline schedule Progress Updates The contractor or consultant should show on the progress schedule update the following: The actual dates that activities start The actual dates that activities finish The remaining duration of activities in progress The percent complete of all activities on the schedule (0 percent to 100 percent complete) Schedule Narrative The progress schedule will be accompanied monthly by a concise schedule narrative that explains the submitted schedule. The purpose of the schedule narrative is to: Speed review time Explain variances from baseline on critical path activities Explain to the City logic changes and potential schedule conflicts related to dependences. City of Fort Worth, Texas Schedule Guidance Document PMO Release Date: Page 6 of 28

7 If the project is on schedule, and no significant issues related to schedule exist, then the schedule narrative is extremely brief. On the other hand, if the project is falling behind, and/or there are significant conflicts and obstacles to meeting the baseline schedule, then the schedule narrative should describe these issues and what steps will be necessary for the project to recover. Sharing this information ensures that the entire project team will be aware of the issues and have opportunity to assist where applicable Change Orders and Amendments Change orders (contractors) and amendments (consultants) sometimes affect the schedule of a project. In these cases, change orders and amendments will be incorporated into the previously approved baseline schedule and clearly show impacts to the project timeline, if any. This "re-baselined" schedule will be submitted to the City for approval (See Section 6). In these re-baselined schedules, the following should be adhered to: Time extensions associated with approved contract modifications will be limited to the amount of time the project or critical phase of construction is actually delayed, unless approved by the Program Manager. The contractor or consultant will submit revisions within fifteen (15) workdays after the date of the change request. The changes in logic or durations approved by the City of Fort Worth will be used to analyze the impact of the change. This impact shall be included in the change order or amendment. On the re-baselined schedule, the Activity ID of a new activity added to the schedule for the change order or amendment should be coded in the Activity ID with the CO number or amendment number. Use as many activities as needed to accurately show the work of the change order or amendment. Use Activity IDs in this form. CO<Change Order Number><Activity ID> AM<Amendment Number><Activity ID> Revisions to the baseline schedule will not become effective until approved by the City. 5. Additional Guidance for Tier 4 and Tier 5 Schedules Applicable to Contractors Only As noted in Section 2, Tier 4 and Tier 5 schedules are required for more complex, schedule-dependent projects. Brief descriptions of the additional requirements (beyond Tier 3) are provided in this section, and are applicable to successful Contractors on Tier 4 and Tier 5 projects (not Consultants on these projects) Tier 4 Requirements for Contractors In addition to the Tier 3 requirements a Tier 4 schedule will include the following elements Schedule of Value Pay Items City of Fort Worth, Texas Schedule Guidance Document PMO Release Date: Page 7 of 28

8 Schedule of Values Pay Items (Work) shall be loaded into the scheduling software using the "NON- LABOR" resource type showing the quantity of work to be done along with the corresponding value of the work measured in dollars. (It is intended that Earned Value will be calculated as the schedule resources are progressed) Resource Naming Convention The resources assigned to the schedule activities will be derived from the pay items in each contract. Quantity of work times the unit price established in the resource dictionary will be the basis of the dollar value of the scheduled work.resource ID shall be CPMS Project Number.C.Bid Item. The C will be used for Construction contracts. If there should be more than one construction contract for that project, then the second contract would use C1, etc. Examples are as follows: C C Reports A Scheduled Earned Value Report reflecting the scheduled end of month earnings in dollars and percentages. The report shall also contain the following: Activity number Activity description Original duration Remaining duration Activity percent complete Early and late start dates Early and late finish dates Total float Budgeted cost Budgeted Cost of Work Scheduled (BCWS) Budgeted Cost of Work Performed (BCWP) 5.2. Tier 5 Requirements for Contractors In addition to the Tier 3 and Tier 4 requirements a Tier 5 schedule will include the following elements Man-Hour Resources Labor resources (Man-Hours) shall be loaded into the schedule software using the "LABOR" resource type with man-hours only, no costs Man-Hour Resource Naming Convention Labor Resource IDs shall be CPMS Project Number.TRADE Name. Examples are as follows: Electrican Cement Finisher The Contractor's initial schedule submittals shall include a project total planned manpower curve (expressed in man-days or men per day) based on early and late finish dates. The submittals will contain both tabular and graphic presentations. As progress is made on the project, the contractor shall update the progress line of the curve to show City of Fort Worth, Texas Schedule Guidance Document PMO Release Date: Page 8 of 28

9 how well the project is progressing according to plan. 6. Submittal of Schedules 6.1. Submittal File Formats Every time that a schedule or report is submitted (baseline and monthly progress) the following file formats are required Baseline Schedule Submit the schedule in native file format (see below). Also submit a.pdf of the bar chart schedule consisting of the following columns: Activity ID Activity Name Duration Start Date Finish Date Float Cost Progress Schedule Submit the schedule in native file format (see below). Also submit a.pdf of the bar chart schedule consisting of the following columns: Activity ID Activity Name Percent Complete Duration Start Date Finish Date Float Schedule Narrative Submit the schedule narrative in.pdf format Native Schedule File Formats The native file structure is to save the schedule as follows: In Microsoft Project (Phasing Out) Save the file as a Project MPP file. In Primavera 6 Save the file as an xer file Submittal Process City of Fort Worth, Texas Schedule Guidance Document PMO Release Date: Page 9 of 28

10 The City administers and manages their schedules through Buzzsaw. If you are not currently a registered Buzzsaw user please or contact: Fred Griffin, Buzzsaw Administrator City of Fort Worth Fred Griffin@ fortworthgov.org Once you have obtained a user name and password for Buzzsaw, log onto the system, locate and verify that the naming convention for the project file coincides with the name and project number setup within the Buzzsaw project folder. Draft project baseline schedules must be submitted within fifteen (15) calendar days after the formal notice to proceed from the City. All schedules must be submitted in their native format (either in an MPP, an xer file, or a concentric P3 file) as well as in a PDF format. The City will review and accept or reject the schedule within ten (10) days of submittal. Once the baseline schedule has been accepted, schedule updates will be due monthly no later than the last day of the month. For detailed step by step directions for uploading your files please reference Attachment F. City of Fort Worth, Texas Schedule Guidance Document PMO Release Date: Page 10 of 28

11 Attachment A City of Fort Worth Schedule Guidance Document Attachment A

12 Attachment A CFW Work Breakdown Structure WBS Code WBS Name 1 City of Fort Worth Project 1.10 Project Planning Pre-Contractural Packaging Traffic Studies/Field Reconnaissance Grant Application GIS Mapping Condition Assessments Hydraulic Assessments 1.20 Project Agreement Consultant Selection Process Consultant Contract Negotiation Draft Project Agreement Preparation 1.30 Design % Conceptual Design % Preliminary Design % Final Design Constructability Review Developer Plan Review City Floodplain/CLOMR 1.40 ROW/Land Right-of-Way/Land Costs Negotiations/Easements/Legal Fees Facility/Building Purchase Permits Environmental TxDOT Environmental (CE) 1.50 Survey Preliminary Survey Construction Staking Easement/ROW Document Preparation Platting 1.60 Public Involvement Public Meetings 1.70 Utilities

13 City Utility Relocation Costs Private Utility Relocation Costs Utility Coordination/Clearance Demolition 1.80 Construction Project Management Construction Advertisement Bid Preparation and Advertisement Contract Award Pre-Construction Activities Construction Contract Material/Soil Testing Inspection Landscaping Construction Contract Construction Contract Closeout Close-Out Report and Review As-Built Survey Mapping As-Built Plans

14 Attachment B CITY OF FORT WORTH SCHEDULE GUIDANCE DOCUMENT ATTACHMENT B

15 Example Consultant Baseline Schedule Print Date: Project: Consultant-BL-1 Attachment B - Example Tier 3 Baseline Consulting Schedule Activity ID Activity Name OD RD Percent Complete Consultant-BL-1 Sample Consultant Baseline Schedule Consultant-BL-1.30 Design - - Station 5+10 to Station Consultant-BL % Conceptual Design Start Finish Total Float Phase Issue Design Notice To Proceed 0 0 0% Pre-Design Corrdination Meeting 1 1 0% Prepare Conceptual Engineering Plans (30%) % Review Conceptual Engineering Plans (30%) % Incorporate Review Comments into Conceptual Engineering % % Conceptual Plan Submittal 0 0 0% Hold Project Reivew Meeting with the City 1 1 0% Address City Comments % Perform Geotechnical Investigation % Consultant-BL % Preliminary Design Prepare Preliminary Plans and Specifications (60%) % Review Preliminary Plans and Specifications (60%) % Incorporate Comments into Preliminary Plans and Specificati % % Preliminary Plan and Specification Submittal 0 0 0% Review 60% Preliminary Plans and Specifications (CoFW) % TWDB Review % Project review Meeting 1 1 0% Address Conmments % Submit Plans to Utilitiy Complanies 1 1 0% Consultant-BL % Final Design Prepare 90% Plans and Specifications % % Plan Submittal 0 0 0% Review 90% Plans and Specifications (CoFW) % Project Review Meeting 1 1 0% Incorporate Final Comments and Submit Final Plans and Sp % Final Plans and Speifications Submittal 0 0 0% Circulate Plans and Specifications for Signitures 5 5 0% Design Complete 0 0 0% Aquire TWDB Approval to Advertise % Consultant-BL Project Environmental Perform Archeological Investigation % Prepare Draft Environmental Informastion Document (EID) % Review Draft EID % Prepare Final EID % Review Final EID % Advertisement for EID Public Hearing % * EID Public Hearing 1 1 0% Respond to Comments and Submit Final EID to TWDB % Var Finish Date Sep Oct Nov Dec Jan F Mar Apr M Jun Jul Aug S Oct N Dec Jan F Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan F Mar Apr Actual Work Remaining Work Milestone Critical Milestones Remaining Level of Effort Actual Level of Effort Baseline Milest... Sample Consultant Baseline Schedule Page 1 of 2 Layout: FTW-01a - Project Schedule Critical Remaining Work Completed Milestones Project Baseline Bar

16 Example Consultant Baseline Schedule Print Date: Project: Consultant-BL-1 Attachment B - Example Tier 3 Baseline Consulting Schedule Activity ID Activity Name OD RD Percent Complete Start Finish Total Float Phase Prepare FONSI % Consultant-BL-1.40 ROW/Land Consultant-BL Negotiations/Easements/Legal Fees Prepare Right Of Way (ROW) Documents % Perform Appraisals % Review Appraisals and Prepare Offer % Present First Offer and Negotiation/Acceptance Period % Prepare Second Offer (If Needed) % Present Second Offer and Negotiation/Acceptance Period (If % Prepare & Deliver Condemnation Packet (If Needed) % Condemnation Period (If Needed) % Real Property Complete 0 0 0% Consultant-BL-1.50 Survey Consultant-BL Preliminary Survey Topographic (Field) Survey % Consultant-BL-1.80 Construction Consultant-BL Construction Advertisement Consultant-BL Bid Preparation and Advertisement Finalize Bid Package % Start Advertisement 0 0 0% Advertisement Period % Hold Pre-Bid Meeting 1 1 0% Issue Addenda (As needed) % Bid Opening - Review Bids - Bid Tabulations and Select Con % Consultant-BL Contract Award Start M&C Process - Construction 0 0 0% MWBE Submittal 5 5 0% Review and Approve MWBE Submittal % M&C Process % Execute Contract Documents % Issue Construction Notice To Proceed 0 0 0% Consultant-BL Pre-Construction Activities Hold Pre-Construction Meeting (with Contractor) 1 1 0% Submittals and Approvals % Start Construction 0 0 0% Consultant-BL Construction Contract Construction % Consultant-BL Inspection Final Inspection % Construction Complete 0 0 0% Var Finish Date Sep Oct Nov Dec Jan F Mar Apr M Jun Jul Aug S Oct N Dec Jan F Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan F Mar Apr Actual Work Remaining Work Milestone Critical Milestones Remaining Level of Effort Actual Level of Effort Baseline Milest... Sample Consultant Baseline Schedule Page 2 of 2 Layout: FTW-01a - Project Schedule Critical Remaining Work Completed Milestones Project Baseline Bar

17 Attachment C CITY OF FORT WORTH SCHEDULE GUIDANCE DOCUMENT ATTACHMENT C

18 Example Consultant Baseline Schedule Print Date: Project: Consultant-UD-6 Attachment C - Example Tier 3 Consulting Progress Schedule Activity ID Activity Name OD RD Percent Complete Consultant-UD-6 Sample Consultant Baseline Schedule Consultant-UD-6.30 Design - - Station 5+10 to Station Consultant-UD % Conceptual Design Start Finish Total Float Phase Issue Design Notice To Proceed % A Pre-Design Corrdination Meeting % A A Prepare Conceptual Engineering Plans (30%) % A A Review Conceptual Engineering Plans (30%) % A A Incorporate Review Comments into Conceptual Engineering % A A % Conceptual Plan Submittal % A Hold Project Reivew Meeting with the City % A A Address City Comments % A A Perform Geotechnical Investigation % A Consultant-UD % Preliminary Design Prepare Preliminary Plans and Specifications (60%) % A Review Preliminary Plans and Specifications (60%) % Incorporate Comments into Preliminary Plans and Specificati % % Preliminary Plan and Specification Submittal 0 0 0% Review 60% Preliminary Plans and Specifications (CoFW) % TWDB Review % Project review Meeting 1 1 0% Address Conmments % Submit Plans to Utilitiy Complanies 1 1 0% Consultant-UD % Final Design Prepare 90% Plans and Specifications % % Plan Submittal 0 0 0% Review 90% Plans and Specifications (CoFW) % Project Review Meeting 1 1 0% Incorporate Final Comments and Submit Final Plans and Sp % Final Plans and Speifications Submittal 0 0 0% Circulate Plans and Specifications for Signitures 5 5 0% Design Complete 0 0 0% Aquire TWDB Approval to Advertise % Consultant-UD Project Environmental Perform Archeological Investigation % Prepare Draft Environmental Informastion Document (EID) % Review Draft EID % Prepare Final EID % Review Final EID % Advertisement for EID Public Hearing % * EID Public Hearing 1 1 0% Respond to Comments and Submit Final EID to TWDB % Var Finish Date S Oct N Dec Jan F Mar Apr M Jun Jul Aug Sep Oct Nov Dec Jan F Mar Apr M Jun Jul Aug S Oct N Dec Jan F Mar Apr Actual Work Remaining Work Critical Remaining Work Milestone Critical Milestones Completed Milestones Remaining Level of Effort Actual Level of Effort Project Baseline Bar Baseline Milest... Sample Consultant Baseline Schedule Page 1 of 2 Layout: FTW-01b - Project Schedule - Statused

19 Example Consultant Baseline Schedule Print Date: Project: Consultant-UD-6 Attachment C - Example Tier 3 Progress Consulting Schedule Activity ID Activity Name OD RD Percent Complete Start Finish Total Float Phase Prepare FONSI % Consultant-UD-6.40 ROW/Land Consultant-UD Negotiations/Easements/Legal Fees Prepare Right Of Way (ROW) Documents % A Perform Appraisals % Review Appraisals and Prepare Offer % Present First Offer and Negotiation/Acceptance Period % Prepare Second Offer (If Needed) % Present Second Offer and Negotiation/Acceptance Period (If % Prepare & Deliver Condemnation Packet (If Needed) % Condemnation Period (If Needed) % Real Property Complete 0 0 0% Consultant-UD-6.50 Survey Consultant-UD Preliminary Survey Topographic (Field) Survey % A A 50 0 Consultant-UD-6.80 Construction Consultant-UD Construction Advertisement Consultant-UD Bid Preparation and Advertisement Finalize Bid Package % Start Advertisement 0 0 0% Advertisement Period % Hold Pre-Bid Meeting 1 1 0% Issue Addenda (As needed) % Bid Opening - Review Bids - Bid Tabulations and Select Con % Consultant-UD Contract Award Start M&C Process - Construction 0 0 0% MWBE Submittal 5 5 0% Review and Approve MWBE Submittal % M&C Process % Execute Contract Documents % Issue Construction Notice To Proceed 0 0 0% Consultant-UD Pre-Construction Activities Hold Pre-Construction Meeting (with Contractor) 1 1 0% Submittals and Approvals % Start Construction 0 0 0% Consultant-UD Construction Contract Construction % Consultant-UD Inspection Final Inspection % Construction Complete 0 0 0% Var Finish Date S Oct N Dec Jan F Mar Apr M Jun Jul Aug Sep Oct Nov Dec Jan F Mar Apr M Jun Jul Aug S Oct N Dec Jan F Mar Apr Actual Work Remaining Work Critical Remaining Work Milestone Critical Milestones Completed Milestones Remaining Level of Effort Actual Level of Effort Project Baseline Bar Baseline Milest... Sample Consultant Baseline Schedule Page 2 of 2 Layout: FTW-01b - Project Schedule - Statused

20 Attachment D CITY OF FORT WORTH SCHEDULE GUIDANCE DOCUMENT ATTACHMENT D

21 CONTRCT 32-FT WORTH 2951-Baseline FTW-13 Project Schedule Attachment D: Example Tier 3 Baseline Construction Schedule Activity ID Activity Name Physical % Complete OD Remaining Duration CONTRCT 32-FT WORTH 2951-Baseline May Apr-08 MOBILIZATION May Jun-07 MOBILIZATION May Jun Notice to Proceed 0% May-07* 0990 Mobilization 0% May Jun-07 LINE # 5041(CINDY) May Jun-07 SANITARY SEWER May Jun MAIN 0% May Jun SERVICE & CL OUTS 0% May Jun ' MNHS(SHALLOW & STAND) 0% Jun Jun REMOV EXIST MNHS 0% Jun Jun TEMP ASPH REPAIR 0% Jun Jun-07 LINE # 5044, 5045 & Jun Jun-07 SANITARY SEWER Jun Jun MAIN, MNHS & TEMP ASPH REPAIR 0% Jun Jun-07 LINE # 5789 (CINDY) Jun Jun-07 SANITARY SEWER Jun Jun MAIN 0% Jun Jun SER & CL OUTS 0% Jun Jun ' MNHS(INSTALL & REMOV) 0% Jun Jun TEMP ASPH 0% Jun Jun-07 LINE # 4648(LAKELAND) Jun Jul-07 SANITARY SEWER Jun Jul MAIN 0% Jun Jul SERVICE & CL OUTS 0% Jun Jul ' MNHS(INSTALL & REMOV) 0% Jul Jul TEMP ASPH REPAIR 0% Jul Jul-07 LINE # 4647(GAY ST) Jul Jul-07 SANITARY SEWER Jul Jul MAIN 0% Jul Jul SERVICES & CL OUTS 0% Jul Jul ' MNHS(INSTALL & REMOV) 0% Jul Jul TEMP ASPH REPAIR 0% Jul Jul-07 LINE # 4645(HEDRICK Jul Aug-07 SANITARY SEWER Jul Aug MAIN 0% Jul Aug SERVICES & CL OUTS 0% Aug Aug ' MNHS (INSTALL & REMOV) 0% Aug Aug TEMP ASPH REPAIR 0% Aug Aug-07 CINDY STREET Aug Oct-07 WATER Aug Oct TEMPORARY WATER 0% Aug Sep MAIN 0% Sep Sep MAIN 0% Sep Sep WATER LINE 0% Sep Sep SERVICES & BULL HEADS 0% Sep Sep SERVICE 0% Sep Sep & 2 TAPS 0% Sep Sep CONNECTIONS 0% Sep Oct FIRE HYDRANTS 0% Oct Oct TEMP HMAC PAVING REPAIR 0% Oct Oct TEMPORARY WATER REMOVAL 0% Oct Oct-07 LAKELAND STREET Oct Nov-07 WATER Oct Nov TEMPORARY WATER 0% Oct Oct MAIN 0% Oct Oct SINGLE & BULLHEAD SERVICES 0% Oct Oct FIRE HYDRANTS(INSTALL & REMOV) 0% Oct Oct TAPS 0% Oct Oct CONNECTIONS 0% Oct Nov TEMP HMAC PAVING REPAIR 0% Nov Nov TEMPORARY WATER REMOVAL 0% Nov Nov PERM PAVING REPAIR 0% Nov Nov-07 GAY STREET Nov Dec-07 WATER Nov Dec TEMPORARY WATER 0% Nov Nov-07 Start Finish May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Actual Work Remaining Work Critical Remaining Work Milestone Critical Milestone Primary Baseline Data Date: 20-May CONTRCT 32-FT WORTH 2951-Baseline 09-Jan-0908:25

22 CONTRCT 32-FT WORTH 2951-Baseline FTW-13 Project Schedule Attachment D: Example Tier 3 Baseline Construction Schedule Activity ID Activity Name Physical % Complete OD Remaining Duration MAIN 0% Nov Nov SINGLE & BULLHEAD SERVICES 0% Nov Nov TAPS 0% Nov Nov FIRE HYDRANTS(INSTALL & REMOV) 0% Nov Nov CONNECTIONS 0% Nov Nov TEMP HMAC PAVING REPAIR 0% Nov Dec PERMANENT ASPH REPAIR 0% Dec Dec TEMPORARY WATER REMOVAL 0% Dec Dec-07 HEDRICK STREET Dec Dec-07 WATER Dec Dec TEMPORARY WATER 0% Dec Dec MAIN 0% Dec Dec SINGLE & BULLHEADS SERVICES 0% Dec Dec FIRE HYDRANTS(INSTALL & REMOV) 0% Dec Dec CONNECTION 0% Dec Dec TEMP HMAC PAVING REPAIR 0% Dec Dec PERMANENT CONC REPAIR 0% Dec Dec TEMPORARY WATER REMOVAL 0% Dec Dec-07 7 CONC PAVING Feb Apr-08 PAVING Feb Apr REINF STEEL PLCMNT 0% Feb Mar SLIP FORM 0% Mar Mar HAND PLCMNT 0% Mar Apr MACHINE CHANGE 0% Mar Mar REMOV & RELOC LINK & WOOD FENCE 0% Mar Mar ADJUST WATER VALVES 0% Mar Mar ADJUST WATER METERS 0% Mar Mar-08 PERM HMAC PVMNT REPAIR Mar Apr-08 PAVING Mar Apr SAWCUT 0% Mar Mar FLOWABLE BACKFILL 0% Mar Apr ASPHALT 0% Apr Apr ADJUST SANITARY SEWER MNHS 0% Apr Apr TOPSOIL 0% Apr Apr-08 IN GENERAL Dec Jan-08 DIRT WORK Dec Jan UNCLASS EXCAVATION 0% Dec Jan CONC SIDEWALK REMOV 0% Dec Jan REMOV CURB & GUTTER 0% Dec Jan REMOV ST DR INLET & LATERAL 0% Dec Jan REMOV CONC DRIVEWAYS 0% Dec Jan REMOV CONC VALLEY GUTTER 0% Dec Jan-08 6 LIME Jan Feb-08 DIRT WORK Jan Feb STRINGLINE 0% Jan Feb MIX & COMPACT 0% Feb Feb FINAL MIX 0% Feb Feb FINISH GRADE 0% Feb Feb-08 PROJECT ACCEPTANCE Apr Apr-08 PROJECT ACCEPTANCE Apr Apr Construction Complete 0% Apr Final Inspection 0% Apr Apr Project Acceptance 0% Apr-08 No Area Dec Apr-08 STORM DRAIN Dec Dec STORM DRAIN 0% Dec Dec-07 SMALL STRUCTURES Feb Mar CONC RETAINING WALL 0% Feb Mar ' STORM DRAIN INLET 0% Feb Feb-08 FLAT WORK Feb Apr ADA RAMPS(TY 1 & TY 2) 0% Feb Mar CONC VALLEY GUTTER PLCMNT 0% Mar Mar ' CONC SIDEWALK 0% Feb Mar CONC DRIVEWAYS 0% Mar Apr-08 Start Finish May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Actual Work Remaining Work Critical Remaining Work Milestone Critical Milestone Primary Baseline Data Date: 20-May CONTRCT 32-FT WORTH 2951-Baseline 09-Jan-0908:25

23 Attachment E CITY OF FORT WORTH SCHEDULE GUIDANCE DOCUMENT ATTACHMENT E

24 CONTRCT 32-FT WORTH 2951-Progress FTW-13 Project Schedule Attachment E: Example Tier 3 Progress Construction Schedule Activity ID Activity Name Physical % Complete OD Remaining Duration Start Finish Total Float CONTRCT 32-FT WORTH 2951-Progress May-07 A 07-Apr-08 0 MOBILIZATION May-07 A 01-Jun-07 A MOBILIZATION May-07 A 01-Jun-07 A 0980 Notice to Proceed 100% May-07 A 0990 Mobilization 100% May-07 A 01-Jun-07 A LINE # 5041(CINDY) May-07 A 12-Jun-07 A SANITARY SEWER May-07 A 12-Jun-07 A MAIN 100% May-07 A 05-Jun-07 A SERVICE & CL OUTS 100% May-07 A 08-Jun-07 A ' MNHS(SHALLOW & STAND) 100% Jun-07 A 08-Jun-07 A 1030 REMOV EXIST MNHS 100% Jun-07 A 08-Jun-07 A 1040 TEMP ASPH REPAIR 100% Jun-07 A 12-Jun-07 A LINE # 5044, 5045 & Jun-07 A 14-Jun-07 A SANITARY SEWER Jun-07 A 14-Jun-07 A MAIN, MNHS & TEMP ASPH REPAIR 100% Jun-07 A 14-Jun-07 A LINE # 5789 (CINDY) Jun-07 A 25-Jun-07 A SANITARY SEWER Jun-07 A 25-Jun-07 A MAIN 100% Jun-07 A 18-Jun-07 A SER & CL OUTS 100% Jun-07 A 20-Jun-07 A ' MNHS(INSTALL & REMOV) 100% Jun-07 A 20-Jun-07 A 1090 TEMP ASPH 100% Jun-07 A 25-Jun-07 A LINE # 4648(LAKELAND) Jun-07 A 13-Jul-07 A SANITARY SEWER Jun-07 A 13-Jul-07 A MAIN 100% Jun-07 A 03-Jul-07 A SERVICE & CL OUTS 100% Jun-07 A 10-Jul-07 A ' MNHS(INSTALL & REMOV) 100% Jul-07 A 10-Jul-07 A 1130 TEMP ASPH REPAIR 100% Jul-07 A 13-Jul-07 A LINE # 4647(GAY ST) Jul-07 A 31-Jul-07 A SANITARY SEWER Jul-07 A 31-Jul-07 A MAIN 100% Jul-07 A 18-Jul-07 A SERVICES & CL OUTS 100% Jul-07 A 25-Jul-07 A ' MNHS(INSTALL & REMOV) 100% Jul-07 A 25-Jul-07 A 1170 TEMP ASPH REPAIR 100% Jul-07 A 31-Jul-07 A LINE # 4645(HEDRICK Jul-07 A 16-Aug-07 0 SANITARY SEWER Jul-07 A 16-Aug MAIN 0% Jul-07 A 03-Aug SERVICES & CL OUTS 0% Aug Aug ' MNHS (INSTALL & REMOV) 0% Aug Aug TEMP ASPH REPAIR 0% Aug Aug-07 0 CINDY STREET Aug Oct-07 0 WATER Aug Oct TEMPORARY WATER 0% Aug Sep MAIN 0% Sep Sep MAIN 0% Sep Sep WATER LINE 0% Sep Sep SERVICES & BULL HEADS 0% Sep Sep SERVICE 0% Sep Sep & 2 TAPS 0% Sep Sep CONNECTIONS 0% Sep Oct FIRE HYDRANTS 0% Oct Oct TEMP HMAC PAVING REPAIR 0% Oct Oct TEMPORARY WATER REMOVAL 0% Oct Oct-07 0 LAKELAND STREET Oct Nov-07 0 WATER Oct Nov TEMPORARY WATER 0% Oct Oct MAIN 0% Oct Oct SINGLE & BULLHEAD SERVICES 0% Oct Oct FIRE HYDRANTS(INSTALL & REMOV) 0% Oct Oct TAPS 0% Oct Oct CONNECTIONS 0% Oct Nov TEMP HMAC PAVING REPAIR 0% Nov Nov TEMPORARY WATER REMOVAL 0% Nov Nov PERM PAVING REPAIR 0% Nov Nov-07 0 GAY STREET Nov Dec-07 0 WATER Nov Dec TEMPORARY WATER 0% Nov Nov May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Actual Work Remaining Work Critical Remaining Work Milestone Critical Milestone Primary Baseline Data Date: 31-Jul CONTRCT 32-FT WORTH 2951-Progress 13-Jan-0913:35

25 CONTRCT 32-FT WORTH 2951-Progress FTW-13 Project Schedule Attachment E: Example Tier 3 Progress Construction Schedule Activity ID Activity Name Physical % Complete OD Remaining Duration Start Finish Total Float MAIN 0% Nov Nov SINGLE & BULLHEAD SERVICES 0% Nov Nov TAPS 0% Nov Nov FIRE HYDRANTS(INSTALL & REMOV) 0% Nov Nov CONNECTIONS 0% Nov Nov TEMP HMAC PAVING REPAIR 0% Nov Dec PERMANENT ASPH REPAIR 0% Dec Dec TEMPORARY WATER REMOVAL 0% Dec Dec-07 0 HEDRICK STREET Dec Dec-07 0 WATER Dec Dec TEMPORARY WATER 0% Dec Dec MAIN 0% Dec Dec SINGLE & BULLHEADS SERVICES 0% Dec Dec FIRE HYDRANTS(INSTALL & REMOV) 0% Dec Dec CONNECTION 0% Dec Dec TEMP HMAC PAVING REPAIR 0% Dec Dec PERMANENT CONC REPAIR 0% Dec Dec TEMPORARY WATER REMOVAL 0% Dec Dec CONC PAVING Feb Mar-08 0 PAVING Feb Mar REINF STEEL PLCMNT 0% Feb Mar SLIP FORM 0% Mar Mar HAND PLCMNT 0% Mar Mar MACHINE CHANGE 0% Mar Mar REMOV & RELOC LINK & WOOD FENCE 0% Mar Mar ADJUST WATER VALVES 0% Mar Mar ADJUST WATER METERS 0% Mar Mar-08 0 PERM HMAC PVMNT REPAIR Mar Apr-08 0 PAVING Mar Apr SAWCUT 0% Mar Mar FLOWABLE BACKFILL 0% Mar Apr ASPHALT 0% Apr Apr ADJUST SANITARY SEWER MNHS 0% Apr Apr TOPSOIL 0% Mar Mar-08 4 IN GENERAL Dec Jan DIRT WORK Dec Jan UNCLASS EXCAVATION 0% Dec Jan CONC SIDEWALK REMOV 0% Dec Jan REMOV CURB & GUTTER 0% Dec Jan REMOV ST DR INLET & LATERAL 0% Dec Jan REMOV CONC DRIVEWAYS 0% Dec Jan REMOV CONC VALLEY GUTTER 0% Dec Jan LIME Jan Feb-08 0 DIRT WORK Jan Feb STRINGLINE 0% Jan Feb MIX & COMPACT 0% Jan Feb FINAL MIX 0% Feb Feb FINISH GRADE 0% Feb Feb-08 0 PROJECT ACCEPTANCE Mar Apr-08 5 PROJECT ACCEPTANCE Mar Apr Construction Complete 0% Mar Final Inspection 0% Mar Apr Project Acceptance 0% Apr-08 5 No Area Dec Mar STORM DRAIN Dec Dec STORM DRAIN 0% Dec Dec-07 0 SMALL STRUCTURES Feb Mar CONC RETAINING WALL 0% Feb Mar ' STORM DRAIN INLET 0% Feb Feb-08 4 FLAT WORK Feb Mar ADA RAMPS(TY 1 & TY 2) 0% Feb Mar CONC VALLEY GUTTER PLCMNT 0% Mar Mar ' CONC SIDEWALK 0% Feb Mar CONC DRIVEWAYS 0% Feb Mar May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Actual Work Remaining Work Critical Remaining Work Milestone Critical Milestone Primary Baseline Data Date: 31-Jul CONTRCT 32-FT WORTH 2951-Progress 13-Jan-0913:35

26 Attachment F CITY OF FORT WORTH SCHEDULE GUIDANCE DOCUMENT ATTACHMENT F

27 Attachment F Schedule Submittal Process for Buzzsaw Desktop Client Users This Job Aid contains consultant and contractor instructions for submitting baseline schedules and schedule updates to the City of Fort Worth (CoFW). If you are not a registered CoFW Buzzsaw user, please or contact: Fred Griffin, Buzzsaw Administrator City of Fort Worth Fred.Griffin@fortworthgov.org Using your registered username and password log into the City s Buzzsaw Site Verify that the file name contains the 5-digit Project ID, Project Name, and Submittal Date and follows the standard naming convention. Initial schedule submittal will be labeled as Baseline for example: FlaxseedDrainageImprovements-Baseline Schedule submittal updates will be labeled with Schedule Submittal Date YYYY_MM for example: FlaxseedDrainageImprovements-2009_01 Expand or select the Schedules folder and add both the native file and PDF file to the directory. From the Toolbar Select Add Document Navigate to your Project Folder. Verify that your Project ID and Project Name are consistent with Project Folder Name. Navigate to the Schedule Directory under your Project Folder. The Flaxseed Drainage Improvements project is used for illustration. Select Browse and go to the location of the files on your desktop, select Open. Two files will be uploaded for each submittal. A native schedule file format either Primavera.xer or MS Project.mpp and a PDF version of the schedule will be uploaded.

28 Attachment F Schedule Submittal Process for Buzzsaw Desktop Client Users The file will appear in the Buzzsaw Add to Project Select Documents window. Select Next. Do not select Finish at this time. You will be placed into the Attach Comment window to enter a record into the Project Schedule Submittal Log. Select the Paste Comment button to copy the Comment into the body of the . Select Finish. Enter the Project ID-Project Name-Submittal in the Subject Line. Type Submittal and Company Name into the Comment window along with Contact Name and Contact Phone Number. Select Next. The schedule file is uploaded to the directory. An is sent to the Project Manager and Project Control Team. You will be placed into the Send Notification window. Select To and the Select Recipients window will appear with a list of Project Contacts. Select the Project Manager as the To Recipient and the Project Controls Group as the Copy Recipient. Upload the PDF file using the same guideline.