AttachmentJ_CPM_Specifications.pdf
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- Solicitation number
- CI5585
- Issued by
- Ventura County, California
About this file
This document is an Attachment J - CPM (Critical Path Method) Specifications for the Municipal Service Center Microgrid and Backup Power project for the City of Thousand Oaks, California. The specifications outline the detailed requirements for project scheduling and management, focusing on the contractor's responsibilities for developing, submitting, and maintaining a comprehensive project schedule. The document specifies that the contractor must use CPM scheduling techniques to track and report project activities, with detailed requirements for schedule submittals, including a Preliminary Design and Construction Schedule within 10 days of the Notice of Award, an Initial Design and Construction Schedule within 14 days of the Notice to Proceed, and subsequent revised schedules with each progress payment.
The specifications provide extensive guidelines for schedule development, including requirements for activity duration (generally not exceeding 10 working days), network diagram formatting, cost value establishment for activities, and monthly reporting. The contractor must include specific elements in the schedule, such as procurement activities, submittal times, resource loading, inclement weather days, and sufficient time for project closeout. The document also mandates that the contractor establish a cost value for each activity to enable monthly partial payments, with cost reports to be submitted by the 10th day of the following month. The scheduling approach is designed to ensure comprehensive project tracking, with provisions for schedule updates, monitoring, and potential withholding of progress payments or final billing if schedule requirements are not met.
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ATTACHMENT J – CPM SPECIFICATIONS
CI 5585 – MUNICIPAL SERVICE CENTER MICROGRID AND BACKUP
POWER
CPM DESIGN AND CONSTRUCTION SCHEDULE
1.01 GENERAL
A. The project management scheduling tool "Critical Path Method," a network scheduling system commonly called CPM, shall be employed by the Contractor for cost reporting, planning, and scheduling, of all work required under the Contract Documents. All scheduled reports shall be in the form of electronic PDF and in native electronic format. The Contractor may elect to use bar charts (Gantt Charts) as an onsite scheduling tool; provided that all such bar charts shall be generated from the approved CPM network using the same computer program as used for the CPM network and reports submitted to the Project Manager.
B. The schedule shall clearly identify all staffing and other resources which in the
Contractor’s judgment are needed to complete the Work within the Contract Time. The schedule shall clearly state the number of staff to be used on each daily segment of the Work. A list of all active site employees and subcontractors shall be maintained daily throughout all active phases of construction for emergency notification/evacuation purposes. Schedule duration shall match the Contract Time.
C. Contractor’s schedule shall be based upon the inclusion of the required number of days of inclement weather and/or rain days to be included, within the specified overall duration of the project as stipulated in the Summary of Work 01 11 00, as well as accommodate all holidays that fall within the base contract duration.
D. Contractor’s Schedule shall incorporate sufficient time at the end for final closeout and completion of punchlist, as well as commissioning, as part of the base duration within the specified overall duration of the project.
E. Summary of types and schedule submittals required:
1. Preliminary Design and Construction Schedule: Submit within 10 days after date of Notice of Award, a detailed breakdown of Proposed Design and Construction Schedule for review;
2. Initial Design and Construction Schedule: Submit within 14 days of date of Notice to Proceed (See Submittals Section for more details) a Revised version of the Preliminary Design and Construction Schedule, incorporating all of the Project Manager’s comments. Upon Project Manager approval, this will become the Initial “Baseline” Design and Construction Schedule for the project until a revised schedule is required to be submitted; and,
3. Revised Design and Construction Schedules: Updated revisions of the Initial Design and Construction Schedules as required by the Project Manager shall be submitted with each progress payment.
1.02 QUALIFICATIONS
A. The Contractor shall ensure that their organization has in-house capability qualified to prepare and use the CPM scheduling technique, or the Contractor will employ a CPM consultant who is so qualified.
1.03 SUBMITTAL PROCEDURES
A. Time of submittals: Within 10 days after the Notice of Award, the Contractor shall submit for acceptance by the Project Manager a Preliminary Design and Construction Schedule, a detailed schedule which shall consist of a network diagram and CPM Schedule describing the work activities and procurement to be accomplished in the project, their dependency relationships and schedule reports (as defined following). The schedule produced shall indicate a project completion date on or before the contract completion date. The Project Manager shall meet with the Contractor to review the proposed plan and schedule within 14 days after receipt of the Preliminary Design and Construction Schedule.
B. Within 14 days after the conclusion of the Project Manager's review of the Preliminary Design and Construction Schedule, the Contractor shall revise the network diagram as required and re-submit the network diagram and the schedule reports produced therefrom. The revised network diagram and schedule reports shall be revised and approved or rejected by the Project Manager within 14 days after receipt. The network diagram and schedule reports, when accepted by the Project Manager, shall constitute the Initial Design and Construction Schedule until a Revised Design and Construction Schedule is required to be submitted.
C. Acceptance: When the Initial Design and Construction Schedule network diagram and schedule reports have been accepted by the Project Manager, the Contractor shall submit to the Project Manager the time-scaled network diagram in PDF, with the activities sorted by Early Starting Date and showing free float and total float.
D. Additional Network Diagrams: If requested by the Project Manager, Contractor shall provide revised network diagrams if, at any time, the Project Manager considers the completion date to be in jeopardy because of "activities behind schedule." The Additional Network Diagrams shall include a new arrow or precedence diagram and schedule reports conforming to the requirements of Paragraph entitled "CPM Standards," herein, designed to show how the Contractor intends to accomplish the Work to meet the completion date. The form and method employed by the Contractor shall be the same as that required for the original Initial Design and Construction Schedule.
E. Schedule Revisions: The Contractor shall modify any portions of the Design and Construction schedule that become unfeasible because of "activities or procurement behind schedule" or for any other valid reason. An activity that cannot be completed by its original latest completion date shall be deemed to be behind schedule.
1.04 CHANGE ORDERS
Upon issuance of a Change Order or Work Directive Change, the approved change shall be reflected in the next submittal of the Revised Design and Construction Schedule by the Contractor.
1.05 CPM STANDARDS
A. Definition: CPM scheduling, as required by this Section, shall be interpreted to be generally as outlined in the Associated General Contractors publication, "The Use of CPM in Design and Construction," except that either arrow diagramming or activity- on-node precedence diagramming format is acceptable.
B. Design and Construction Schedules: Design and Construction schedules shall include a computer-generated graphic network and computerized, Design and Construction schedule reports, as described below.
C. Networks: The CPM scheduling network shall be in the form of a time-scaled arrow or precedence diagram, shall be of the customary activity-on-arrow or activity-on-node type, and may be divided into a number of separate pages with suitable notation relating the interface points among the pages. Notation on each activity arrow shall include a brief work description and a duration estimate (see below). Precedence diagrams in box-node format are not acceptable.
D. All design and construction activities and procurement shall be indicated in a time-scaled format and a calendar scale shall be shown on all sheets along the entire sheet length. Each activity arrow or node shall be plotted so that the beginning and completion dates and free float time of said activity can be determined graphically by comparison with the calendar scale.
All activities shall be shown using the symbols that clearly distinguish between critical path activities, non-critical activities, and free float for each non-critical activity. All non-critical path activities shall show estimated performances time and free float time in scaled form.
E. Duration Estimates: The duration estimate indicated for each activity shall be computed in working days, converted to calendar days, and shown on the Design and Construction schedule in calendar days, and shall represent the single best estimate considering the scope of the Work and resources planned for the activity. Except for certain non-labor activities, such as curing concrete, paint, drying, procurement, or delivering of materials, activity durations shall not exceed 10 working days (14 calendar days) or be shown in increments of less than 1 working day, unless otherwise accepted by the Project Manager.
F. The requirement for activity durations not in excess of 10 days shall apply to all schedule submittals except the Proposed Design and Construction Schedule required to be submitted prior to the Notice to Proceed.
G. Schedule Reports: Schedule Reports shall be prepared from the Initial Design and Construction Schedule and from all subsequent Revised Design and Construction Schedules, and shall include the following minimum data for each activity:
1. Activity Numbers or i-j Numbers.
2. Estimated Activity Duration.
3. Activity Description (including procurement items).
4. Early Start Date (Calendar Dated).
5. Early Finish Date (Calendar Dated).
6. Late Start Date (Calendar Dated).
7. Late Finish Date (Calendar Dated).
8. Status (Whether Critical).
9. Total Float for Each Activity.
10. Free Float for Each Activity.
H. Digital Format: The Contractor shall provide a copy of the Schedule Reports, sorted by activity number, including not less than Item Nos. 1 through 10, inclusive, of Paragraph G, above, on PDF.
I. Project Information: Each Schedule Report shall be prefaced with the following summary data:
1. Project Name.
2. Contractor Name.
3. Type of Tabulation (Initial or Revised; if revised, show a revision number or date).
4. Project Duration.
5. Project Scheduled Completion Date.
6. The date of commencement of Work as stated in the Notice to Proceed.
7. If an updated (revised) schedule, cite the new project completion date and current project status.
1.06 SCHEDULE REQUIREMENTS
The Contractor shall ensure that the following items are included and accommodated in the Initial Schedule, and subsequent schedule updates. The Initial Schedule shall not be approved as the Baseline Schedule until all of the items listed below as satisfactorily included in the schedule.
a. Ensure the submitted schedule incorporates all of the requirements of the specifications.
b. Ensures all the contract milestones, access restraints, shutdowns, permit dates and contract completion dates are consistent with the contract requirements.
c. Verify that the scope of work is completely reflected (all proposed items are shown/included).
d. Verify activity durations are reasonable. Any activities longer than 14 calendar days in duration should be broken down into more detail, by location, etc.
e. Verify the overall sequencing, logic and approach makes sense. Physical constraints (i.e. foundations after excavation) and crew-based constraints need to be considered.
f. Include the required number of inclement weather days. These should be shown at the end of the schedule as a single task on the critical path, before the completion date.
g. Include procurement & submittal activities.
h. Properly account for times of reduced productivity (i.e. holidays, CTO Alternate
Fridays off).
i. Clearly define the critical path and ensure that it makes sense.
j. Verify that all activities are linked, and that there are no missing predecessors/successors. Forced end dates or activities without successors will not be allowed.
k. Verify activity durations are not inflated/excessively long.
l. Show sufficient detail to monitor complex/long duration items.
m. Include sufficient time for submittals, review, and procurement of the materials listed. Include adequate time for delivery of Owner-supplied materials and equipment or tie-ins.
n. Include listed activities for events performed by others, such as utilities or permit reviews.
o. Include sufficient time for punch list, cleanup, start-up, testing, final inspection and closeout as defined under specification 01 77 00 Project Closeout at the end of the schedule. Include them within the base duration.
p. Include adequate and reasonable resource loading with reasonable productivity.
q. Verify the resource loading is reasonable, and that crew sizes and resources are adequate to complete the project, with reasonable productivity.
Verify that the cost loading is reasonable and matches proposed items/schedule of values.
Ensure cash flow makes sense and the schedule is not front-end loaded.
1.07 DESIGN AND CONSTRUCTION SCHEDULE MONITORING
A. At not less than monthly intervals, and when specifically requested by the
Project Manager, the Contractor shall submit to the Project Manager a PDF of a Revised Schedule Report for those activities that remain to be completed. At a minimum, revised Design and Construction Schedules shall be submitted with each progress payment. Progress payments may be withheld if Contractor fails to provide schedule updates as noted above.
B. Each Revised Design and Construction Schedule, including an updated network diagram, if required, shall be submitted in the form and sequence requested for the Initial Design and Construction Schedule.
C. A final As-Built Schedule recording the completion of work activities shall be provided by the Contractor upon completion of Contract work along with the final billing. Final billing may be withheld if Contractor fails to provide the As-Built Schedule as noted above.
1.08 COST VALUE FOR ACTIVITIES
A. The Contractor shall establish a cost value for each activity in its CPM network so that monthly partial payments to the Contractor can be calculated on the basis of CPM-reported work in place. All cost value items shall be correlated with the line items of the required Schedule of Values.
B. Subject to the provisions of Article 41 of the General Conditions, all cost value reports for network activities shall be based upon the close of books as of the last day of each month, and the computer printout report of such cost value for activities shall be submitted to the Project Manager for review and approval not later than the 10th day of the following month.
C. Where it is elsewhere provided in these Specifications that payments will be allowed for materials delivered to the site but not yet incorporated in the Work, separate pay items shall be established for such materials and for the furnishing and the installation of such items. Costs of such materials delivered to the site, but not yet incorporated into the Work, shall not be included in the cost value of the installation of such materials but shall be covered under a separate cost value report.
END OF SECTION
| CPM DESIGN AND CONSTRUCTION SCHEDULE |
| 1.02 QUALIFICATIONS |
| 1.03 SUBMITTAL PROCEDURES |
| 1.04 CHANGE ORDERS |
| 1.05 CPM STANDARDS |
| 1.06 SCHEDULE REQUIREMENTS |
| 1.07 DESIGN AND CONSTRUCTION SCHEDULE MONITORING |
| 1.08 COST VALUE FOR ACTIVITIES |
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