Attachment 8 - Appendix E SpecIntact Guidance (KTR Distro).pptx

Joint Base San Antonio 802d CES/CENMP

SpecsIntact Guidance for KTRs v20230828

One Team, One Mission: Your Success!

Joint Base San Antonio: The Premier Installation in the Department of Defense!

Contents Job Creation Publishing Specification Package Submittal Register Creation

Job Creation

Step 1 – SpecsIntact Main View

Click on the Green Folder icon on the toolbar

Go to Step 2

Step 2 – Job Setup

Job name: Enter the Government supplied project number

Title: Enter the Government supplied project title

Contract number: Enter the contract number. If this is a T.O. that enter the T.O. number.

Location: Enter the JBSA location of the project

Path: Leave as default location unless you have an alternate working directory to store it in

Ensure the Primary Master is set to UFGS

Go to Step 3

Step 3 – Section Add

By default, the following sections are automatically added:

01 33 00 01 42 00

Add additional sections as needed based on project design scope

Click the OK button once all desired sections have been added

Go to Step 4

Step 4 – Section Add

Turn off all non-applicable Tailoring Options Sections where Army is listed as a Tailoring Option shall leave the Army option selected.

When an individual section is edited, read the notes of the section to determine if the Army option is applicable as some sections say Air Force projects shall use the Army tailoring tags.

Click the OK button once all desired selections have been turned off

Go to Step 5

Step 5 – Job Main View

Delete section 01 33 00; Government will provide this section

If additional sections are needed, click on the Green Cross icon to start the process shown in Step 3 and Step 4

Publishing Specification Package

Step 1 – Project Folder View

You must have the desired project folder selected before continuing

Click on the Printer icon on the toolbar

Go to Step 2

Step 2 – Select Specs

Select Sections Subsection:

Choose between the 2 choices

Printing and Renumbering Subsection:

Make sure both check boxes are selected

Reconcile Subsection:

Make sure all 3 check boxes are selected

In the selection window, make sure all of the project specifications are selected that you want to be published

Go to Step 3

Step 3 – Select Related Reports

Reports Subsection:

Make sure the first 5 check boxes are selected. Other selections are optional.

(Opt) List reports can be created as needed

Project Table of Contents Subsection:

Choose the 2nd check box, no others are required

Section Table of Contents Subsection:

Choose the 2nd check box

Go to Step 4

Step 4 – Select Other

No choices required for this selection window at this time

Go to Step 5

Step 5a – Choose Options

USE THESE STEPS FOR IN-PROGRESS SUBMISSIONS ONLY

Show Subsection:

Choices Section Dates, Revisions, Color, and Tailoring tags must be selected.

Pages and Numbering Subsection:

Make sure all 3 check boxes are selected. Do not change other options.

Tables Subsection:

Leave the default selection

Go to Step 6

Step 5b – Choose Options

USE THESE STEPS FOR IFB & IFC SUBMISSIONS ONLY

Show Subsection:

Choices Section Dates and Color must be selected.

Pages and Numbering Subsection:

Make sure all 3 check boxes are selected. Do not change other options.

Tables Subsection:

Step 5c – Choose Options

USE THESE STEPS FOR CLOSEOUT SUBMISSION ONLY

Show Subsection:

Choices Section Dates, Revisions, and Color must be selected.

Pages and Numbering Subsection:

Make sure all 3 check boxes are selected. Do not change other options.

Tables Subsection:

Step 6a – Header/Footer

USE ONLY FOR IN-PROGRESS SUBMITTALS

Header Subsection:

1st Header – Left: Use default 1st Header – Right: Use default 2nd Header – Left: Use variable {contract}. If a T.O., enter the IDIQ contract number and “T.O.” similar to as seen in the image.

2nd Header – Right: Enter the phase of design similar to as seen in the image.

Footer Subsection:

1st Footer – Center: Use default 2nd Footer – Left: Use version control for each design submittal. Reset version numbering after each submittal approval. Advance numbering if design submittal is rejected.

Footer Subsection:

2nd Footer – Right: Use variable {mmm dd, yyyy}

Go to Step 7

Step 6a – Non T.O. Example

Step 6b – Header/Footer

USE ONLY FOR IFB SUBMITTAL

Header Subsection:

1st Header – Left: Use default 1st Header – Right: Use default 2nd Header – Left: Use variable {contract}. If this is a T.O., enter the IDIQ contract number and “T.O.” similar to as seen in the image.

2nd Header – Right: Enter the phase “Issued For Bid”

Footer Subsection:

1st Footer – Center: Use default

Step 6c – Header/Footer

USE ONLY FOR IFC SUBMITTAL

Header Subsection:

1st Header – Left: Use default 1st Header – Right: Use default 2nd Header – Left: Use variable {contract}. If this is a T.O., enter the IDIQ contract number and “T.O.” similar to as seen in the image.

2nd Header – Right: Enter the phase “Issued For Construction”

Footer Subsection:

1st Footer – Center: Use default

Step 6d – Header/Footer

USE ONLY FOR RECORD SUBMITTAL

Header Subsection:

1st Header – Left: Use default 1st Header – Right: Use default 2nd Header – Left: Use variable {contract}. If this is a T.O., enter the IDIQ contract number and “T.O.” similar to as seen in the image.

2nd Header – Right: Enter the phase “Record Specifications”

Footer Subsection:

1st Footer – Center: Use default

Step 7 – PDF Publish

PDF Documents Subsection:

Make sure checkboxes are selected according to the image on the right

Printer Subsection:

Make sure the printer titled ‘SpecsIntact PDF’ is selected

Click Process & Publish when ready

Submittal Register Creation

Step 1 – Project Folder View

You must have the desired project folder selected before continuing

Select Process

Select Export Submittal Register…

Step 2 – Export Pop-up Window

Format Options Subsection:

Select spreadsheet file as output file type Select output file formatting options as shown

File Name Options Subsection:

Use default file name Do not change default output location

Email Options Subsection:

(Opt) Attach to email message if desired

Click Ok when ready to begin the export image3.jpeg image4.png image5.jpeg image6.png image7.png image8.png image9.png image10.png image11.png image12.png image13.png image14.png image15.png image16.png image17.png image18.png image19.png image20.png image21.png image22.png image23.png image24.png image25.png image1.jpeg image2.jpeg