Project Closeout Module 1 Construction Closeout Checklist

Transcription

1 Project Closeout Module 1 Construction Closeout Checklist August 5,

2 OAR Challenge How to Close the Project (Drain the Swamp) And Protect District Assets from Contractors (Alligators) 2

3 Project Closeout DSA Certification School Opening Activities Financial Closeout Construction Contract Closeout 3

4 Agenda Overview Solution A Tool That Will Actually Help You Construction Closeout Checklist Review Questions/Answers/Suggestions 4

5 Overview - Construction Closeout Importance - Can Impact Funding State Funds Project/Program Budget Release Needed Funds Part of an OAR s Job & Responsibility Basis for Judging Team Performance 5

6 Overview -- LAUSD Program Projects in the Program 48 Projects Now Reported Complete? Projects Complete a.?? Retention Released b.?? Outstanding Claims/Liabilities/Change Orders c.?? DSA Certified d.?? Excess Funds Released 195 New Construction Projects Remaining Major Effort Pending 6

7 Overview -- Current Guidelines -- Sources Defining Closeout Requirements Contract Documents 00 & 01 Spec Sections Technical Spec Sections ( 02 thru 16 ) FSD Policies & Procedures Chapter 14 (Construction Management) Construction Closeout (Section 14.21) Supplemental Guidelines/Checklists 7

8 Solution Identify & Summarize the Required Policies & Procedures Spec Sections Checklists/Forms Supplemental Information Sources Into a Single Package & Give It To OARs For Their Use Construction Closeout Checklist 8

9 Solution Checklist With 7 Sections A. Start of Construction (15) B. Start-Up (63) C. Substantial Completion (42) D. Final Completion (25) E. Evaluations (6) - Notes Sheet(s) - Source List for Supplemental Information/Packages 9

10 Checklist Format 10

11 Checklist Format 11

12 Checklist Format 12

13 Checklist Format 13

14 Checklist Format 14

15 Checklist Format Sections & Action Items 15

16 Checklist Format 16

17 Checklist Format 17

18 Checklist Format 18

19 A. Start of Construction (15) 19

20 B. Start Up (63) 20

21 B. Start Up (63) Schedule (-90)( Verify Project Is On-Schedule Yes Proceed With Listed Start-Up Activities No Adjust Schedule Notify Concerned/Impacted Parties - In Writing Of The Schedule Change Return at New -90 Day Date 21

22 B. Start Up (63) Coordination (-60)( Advise Concerned/Impacted Parties - In Writing Of Start-Up Activity Schedule & Dates Coordinate w/ M&O Regarding Timely Submittal of Maintenance & Operating Manuals Training Schedule Drawings & Specifications Receipt & Transfer of Spare Parts/ Attic Stock Witness & Certification Of Equipment/Systems Start-Up (Per Specs) 22

23 B. Start Up (63) Change Orders (-60)( Status Identification CDs COPs Time Extensions Negotiation Processing DSA Submittal 23

24 B. Start Up (63) Miscellaneous (-30)( Test & Balance Activities Reports 14-Day Building Purge Site Clean-Up Demobilization Commissioning 24

25 C. Substantial Completion (42) 25

26 C. Substantial Completion (42) Certificate of Substantial Completion Verify All RFCs/RFIs Answered Submittals Received Contract/Spec Requirements Completed Record Materials/Documents Received Warranty/Guarantee Documentation Received FINAL Punchlist Prepared & Ready Issue Contractor A Certificate of Substantial Completion, Final Punch List & Set Final Completion Date 26

27 C. Substantial Completion (42) Coordination Certificate of Final Completion Also Sent To: FCC Risk Management/OCIP Transfer of Utility Services Move-In/Occupancy Transition Relocatable Housing Deliveries/Installation 27

28 D. Final Completion (25) Contractor Complete Punchlist Items Submit Proof That All Fees/Bills/Obligations Have Been Paid Submit Waivers & Releases for All Work Subcontractors Contractor 28

29 D. Final Completion (25) IOR Final Inspection Identify Incomplete Work Verify That Contractor s Form 6 Has Been Sent To DSA 29

30 D. Final Completion (25) Final Payment/Retention Release Decide How Best To Complete Any Remaining Work & Implement Prepare Owner Assessment Summary Prepare & Submit -- Report of Completion and Recommendation of Acceptance 30

31 D. Final Completion (25) Final Releases Release Insurance/Bonds (Surety, Payment, Performance, Etc.) -- If Appropriate Release Unused/Uncommitted Construction-Related Funds 31

32 D. Final Completion (25) Architectural Services Receive Updated Drawings & Specifications & Contractor s As-Built ORIGINALS Complete & Process All A/E COs Close Construction Administration Contract Verify DSA Submittals Completed & Approved COs Form 6 Verify DSA Fees Paid 32

33 D. Final Completion (25) Files Prepare & Transfer Project Files to FCS Archives Transfer As-Built Drawings & Specifications to PVU (CDs & Originals) Copy & Transfer As-Built Drawings & Specifications to M&O (CDs) 33

34 E. Evaluations (6) Contractor Performance Evaluation (PnP ) Contractor Safety Evaluation (PnP ) Architect Performance Evaluation (PnP 8.2-Exhibit Q) Lessons Learned Review (TBD) 34

35 Support Information 1. Closeout Contact List 2. Closeout Contact Matrix 3. Standard Specifications Contract Deliverables Modules (Div 2-16) 4. ITD Checklist(s) 5. Relocatable Housing Instructions 6. Forms a. Insurance Coverage Notification b. Architect Evaluation 35

36 Implementation Introduction (Today) Additional Training Modules Anticipated Living Document Anticipated Completion December 04 Policy & Procedure Update (14.21) Suggestions/Recommendations Encouraged 36

37 Questions 37