Att. O) 01 30 00 App A Red Zone 102623.pdf

Resource for Red Zone BMS Process B-1.6.11 18 March 2008

01 30 00 APPENDIX A

Date

NAVFAC Red Zone Facility Turnover Planning Meeting

AGENDA

I. Introduction and Overview – Purpose CM

The purpose of the Facility Turnover Planning Meeting is to address elements within the project team’s purview – schedule management, assure completed facility complies with contract requirements, and other contractual issues. Each member of the project delivery team (Client, NAVFAC, and the contractor) has critical responsibilities to ensure timely completion and turnover of the new facility and each member should execute the NRZ process to achieve this end. The NRZ process provides a final re-focusing of attention to details of those key elements critical for a successful construction contract completion. In implementing NRZ processes, the NAVFAC/Contractor/Client team take a collective “snapshot” of contract status, identifying remaining actions to be accomplished, and confirm required resources needed for successful contract completion and turnover to the Client.

The Facility Turnover Planning Meeting is a collaborative effort between the Client, NAVFAC, and the contractor and results in a completed “NRZ Checklist/POAM Items” list that identifies the major items (and their due dates) that must be completed by the Contractor, the Client and the NAVFAC team to ensure timely completion of the contract.

II. Attendees

NAVFAC Echelon IV (PM); NAVFAC FEAD/ROICC Team (AROICC, CM, ET/QA, Contracting Officer); Client Team (Project Manager, Program Coordinator, User/Tenant); Contractor Team (Project Manager, Project Superintendent, CQC Manager)

III. Schedule to Completion (POAM) Contractor

IV. Schedule of Final Outfitting and Occupancy (POAM) Client

V. Critical feature(s) of project (POAM) CM

VI. Transfer of Maintenance Responsibility CM

VII. Systems training & O&M Manuals (POAM) CQC Manager

VIII. Other Items to include on NRZ checklists All

IX. Summary of Required Actions and Responsibility CM

Resource for Red Zone BMS Process B-1.6.11

Guidelines for conducting Facility Turnover Planning Meeting are as follows:

a. Meeting is held at approximately 75% construction contract completion or three to six months prior to BOD. NAVFAC representatives will include the Project Manager, Construction Manager/AROICC (CM) and Design Manager (DM), as appropriate. The contractor representatives include applicable prime contractor staff and decision-makers from major subcontractors. Design- Build contractors will have A-E representatives attending. The Client should include representatives from Public Works Officer (PWO) staff, a Client scope and financial decision maker, a user tenant representative, a facility start-up person, and others such as SPAWAR, NMCI, telephone, and furniture contractor, etc.

b. The purpose of the meeting is to plan the remaining work, identify critical project features that still need to be completed (such as “soft” construction contract requirements as shown on the NRZ Checklist/POAM Items), and to complete the filling out of the “NRZ Checklist/POAM Items”.

c. The contractor, client and NAVFAC provide a POC and due date for each item on their checklist. The team fills in the checklists by selecting items applicable to the project, selects due dates on each item, and appoints a person who has responsibility to ensure the item gets completed by the due date. The CM will be responsible to monitor the milestones.

Resource Document for B-1.6.11

NRZ Checklist/POAM Items

The table below provides typical NRZ checklist items for contractor, Client, and NAVFAC actions. Items listed on the checklists are required to remain on the checklists if they are part of the project/contract or required by construction convention. Items not listed on the checklists, but required in the contract or by construction convention, must be added to the checklists by the contractor, Client and NAVFAC. Checklists are applicable to all contracts no matter what Category of Work.

The Point of Contact and due date shall initially be determined during the Facility Turnover Planning Meeting by the NAVFAC, client and contractor leads. During execution of the NRZ process, for each item on the entire list, the Construction Manager (CM) shall indicate date completed and initial to indicate completion of the item. If a party fails to complete an item by the due date, this should be noted on the checklist and new due date established and indicated. The completed NRZ Checklist/POAM shall be placed in the contract file.

NAVFAC Red Zone Facility Turnover Planning Meeting Checklist and POAM

A B C D E F G H I

Resp. Critical Activities Point of Contact Due Date

Actual Complete

Date

CM

Initials Notes

KTR Electrical Systems Testing

NAVFAC Transformer Performance Verification

KTR Generator Testing

NAVFAC Generator Performance Verification

KTR Final Electrical Connections

NAVFAC Coordinate Final Electrical Connections Coordinate w/PW Shops

NAVFAC

Acceptance Testing of Critical Electrical Systems

Exceptions must be raised to FEAD Leadership with technical evaluation, for acceptance.

KTR Final Gas Connections

NAVFAC Coordinate Final Gas Connections Coordinate w/PW Shops

KTR Final Water Connections

KTR

Super chlorination of Potable Water Systems

KTR Plumbing/Backflow Testing

NAVFAC Coordinate Final Water Connections Coordinate w/PW Shops

KTR

Critical System Start-up: (Edit & add detail accordingly)

KTR Duct Air Leakage Testing (DALT)

NAVFAC DALT Field Acceptance

KTR Air Barrier Testing

NAVFAC

All HVAC Commissioning/Testing Complete

Exceptions must be raised to FEAD Leadership with technical evaluation, for acceptance.

KTR Elevator Testing

NAVFAC Elevator Certification Notify ML elev inspector 30 days prior to required site visit.

KTR Boiler/UPV Testing

NAVFAC Boiler/UPV Certification Notify ML boiler inspector 30 days prior to required site visit.

KTR Crane Testing

C700 Crane Certification Notify C700 30 days prior to required testing.

KTR Fire Alarm/Sprinkler Testing

NAVFAC FA & FP test results to ML & DOR days prior to acceptance testing by FPE

Edit the document to remove Facility Delivery items that are not in the contract.

To delete the rows highlight the row(s) and use Control - (minus sign).

To insert additional rows use Control + (plus sign).

* INFO / DIRECTIONS

- This NRZ Checklist/POAM is a tool to track the status of critical activities required for BOD, to help ensure their timely completion and prevent delays with facility acceptance and turnover.

- The critical activities are organized by section according to requirements (e.g. NMCI & BCO acceptance and connections)

- Critical items missing from this list should be added as necessary to ensure the list is comprehensive. Likewise, unnecessary items should be deleted.

- Any critical items left off the NRZ Checklist that are later identified after initial NRZ meeting is conducted should be added immediately so their progress can be tracked.

- A copy of the latest project customized NRZ Checklist/POAM shall be maintained in the Project contract file.

Required for Facility Delivery (BOD)

R ev is io n

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/2 4/

A B C D E F G H I

Resp. Critical Activities Point of Contact Due Date

Actual Complete

Date

CM

Initials Notes

NAVFAC

Fire Alarm/Sprinkler Acceptance Test (exceptions must be raised to Chief Engineer).

Notify ML FPE 30 days prior to required testing.

Exceptions must be raised to FEAD Leadership with technical evaluation, for acceptance.

NAVFAC

All Life Safety Inspections/Testing complete

Exceptions must be raise up through the DCBL chain so that the Command can take action under our Technical Authority.

KTR Keying Plan Meeting

Client Keying Plan Meeting

NAVFAC Keying plan to NAVFAC Locksmith

KTR Deliver Lockset Cores to CM/ET

NAVFAC Lockset cores & keys and installed Locksmith

KTR NMCI Connections/IT Systems Testing

Client NMCI Install or other networks (C109)

Client Secure Network Installations

KTR IDS & SCIF Testing

Client IDS & SCIF Security Insp & Acceptance

NAVFAC IDS & SCIF Insp & Test

KTR Telecommunications Connections & Test

Client Telecommunication install (BCO phones)

Client Mod service contracts for Phone/Utilities/ Custodial/Grounds

KTR

Commissioning Functional Performance Testing (FPT)

KTR TAB (Air and Water Balancing)

KTR TAB Proportional Balancing Report

NAVFAC Proportional Balanc'g TAB Field Accept

KTR TAB Field Acceptance Testing

KTR TAB Season 1 Report*

KTR TAB Field Acceptance Testing

NAVFAC 1st Season TAB Field Acceptance

KTR DDC Trend Logs / Endurance Testing

KTR ACATS (controls) Testing

NAVFAC ACATS Performance Verification

KTR

Performance Verification Testing (PVT) Controls

NAVFAC Roofing final acceptance

Exceptions must be raised to FEAD Leadership with technical evaluation, for acceptance.

NAVFAC Underwater Structure Acceptance

Exceptions must be raised to FEAD Leadership with technical evaluation, for acceptance.2 of 5

A B C D E F G H I

Resp. Critical Activities Point of Contact Due Date

Actual Complete

Date

CM

Initials Notes

NAVFAC

Performance Verification Testing (PVT) Controls NAVFAC Acceptance

KTR

Facility-Related Control System Cybersecurity Commissioning

NAVFAC

Completed Cyber Hygiene Checklist

NAVFAC

Completed RMF Step 4 Validation

Client GFE status/delivery schedule (GFCI, GFGI)

Client Client provided equipment KTR installed

Client Client provided equipment SELF installed

NAVFAC Training Coordinated/Scheduled with FMS

KTR System Training of Navy Personnel

Client Attend Training

KTR Provide As-Built Dwgs & floor plans in CAD

NAVFAC

CM to Submit floor plan As-Builts to CAD Dept.

RQ'd for Fire Bill - RQ'd before

BOD(A)

KTR

Submit sample as-built drawings for CAD review

Submit 3 drawings from ea.

discipline for review

NAVFAC

CM to submit to DM who must review and submit Sample As-Built documents to CAD Dept.

KTR

Pre-Warranty Conference

KTR

Contractor’s Pre Final Punch List Complete

NAVFAC

Obtain a copy and ensure QA Inspections are completed. Include a completed copy for

BOD Mangament sign off.

NAVFAC

Obtain a copy and ensure Special Inspections are completed. Include a completed copy for

BOD Mangament sign off.

KTR

Pre Final Inspection

NAVFAC

Client walk-thru Inspection

KTR

Pre-Final Inspection

NAVFAC

Pre-Final Inspection

KTR

Punch List

KTR

Final Inspection

NAVFAC

Final Inspection

NAVFAC

BOD/Use and Possession

Client Ribbon-cutting ceremony

Client Planned User Move-in

KTR Delivery of O&M Manuals Must be provided before BOD

NAVFAC

CM to submit the O&M's to DM who must review and submit to NAVFAC PWD ME Requirements FMS

KTR Delivery of Product Warranties Must be provided before BOD

A B C D E F G H I

Resp. Critical Activities Point of Contact Due Date

Actual Complete

Date

CM

Initials Notes

NAVFAC

CM to submit Warranties to NAVFAC PWD ME Requirements FMS

KTR

As-Built Drawings Must be provided 30 cal days before BOD

NAVFAC

CM to submit the As-Builts to DM who must review and submit documents to CAD Dept.

KTR

Submit eOMSI Facility Data Workbook

Must be provided before BOD

NAVFAC

CM to submit the eOMSI Workbook to the DM who must review and submit to the

NAVFAC PWD ME FOS.

KTR

Submit the Internal Service Requirement List (ISRL).

Must be provided before BOD

NAVFAC

CM to submit the ISRL to the DM who must review and submit to the NAVFAC PWD ME FSC. Confirm ISRL submitted to FSC.

NAVFAC Warranty documentation to FMS Must be provided before CCD

KTR

Site Restoration

KTR

Final Landscaping

KTR

Spare Parts, Extra Stock, Special Tools, etc

KTR

Final Demobilization and Clean-up

KTR

Temp Construction Fence Removed

KTR

Project Close-out Meeting

NAVFAC

As-Builts to PWD ME PDC CADD Branch (Preston Gowen)

KTR

Complete DD1354

NAVFAC

DD 1354 Signed & turned over to RPAO

KTR

Closeout & submit permits and inspection reports Notice of Termination (NOT);

Storm water insp rpts;

Stormwater BMP Install rpts;

Archaeological Monitor'g rpts and artifacts, salvaged mat. etc.

NAVFAC

Closeout & submit permits and inspection reports NPDES, Notice of Termination

(NOT);

Storm water insp rpts;

Stormwater BMP Install rpts;

Archaeological Monitor'g rpts and artifacts, salvaged mat. etc.

KTR

Seasonal/Deferred Commissioning FPT

KTR

2nd Season TAB Report

NAVFAC

2nd Season TAB Field Accept Testing

KTR

Annual Elevator Maintenance Complete

NAVFAC

Annual Elevator Maintenance Complete

NAVFAC

Authority to Operate delivered to client

KTR

Commissioning 10-Month/Warranty Visit

NAVFAC

Inform PM of BOD

Required for Contract Close-out:

A B C D E F G H I

Resp. Critical Activities Point of Contact Due Date

Actual Complete

Date

CM

Initials Notes

NAVFAC BOD (A) entered into eContracts

NAVFAC BOD Letter to Contractor Sample ltr can be found here

NAVFAC Acceptance Letter to Client Sample ltr can be found here

NAVFAC

Process recycled/recovered materials report

NAVFAC Contractor Evaluations (CPARS) Complete assist PM

NAVFAC Finalize Outstanding Contract Mods