III. MARCO DE REFERENCIA TEÓRICO
3.1 Presentación
3.1.1 Enfoques basados en una variable o factor
1. Submittal information is found in section ___________;
a. 1000 of general requirements b. 1300 of general requirements c. 1000 of general conditions d. 1700 of general conditions 2. A submittal log is used to:
a. correct inaccurate drawings
b. track actual progress of the submittal c. record submittal signatures
d. record samples received 3. Product data submittal is useful to:
a. identify size and physical characteristics of a piece of equipment b. located where equipment goes in the building
c. understand why the equipment is being used by the owner d. explain how the submittal process works with the A/E
4. It is common to divide submittals into packages i.e. reinforcing steel, in order to expedite the schedule.
a. true b. false
5. Submittals can help the contractor to:
a. make friends with the architect
b. become aware of means and methods of installing certain materials, assemblies and systems
c. Create new ideas that can be incorporated by the architect d. Justify change orders
(answers: 1-b, 2-b, 3-a, 4-a, 5-b)
Lesson 9 Quiz:
See Blackboard, Assignments, Quizzes.
Lesson 10: Record Keeping at the Jobsite Introduction:
This lesson is divided into two parts. First is capturing important information at the
jobsite. The second is being able to communicate clearly and concisely, both in written form and verbally. This lesson describes report types and content, cost documentation,
correspondence, contractual requirement documentation, and meeting minutes.
Recording and actually writing a history of the project as it unfolds is usually something that most project managers and superintendents don’t like to do, thus it doesn’t get done. When problems or the need for clarifications occur there is no documentation that supports your
position. Thus you spend more time solving problems when it could have been so easy to record an activity or event. Hopefully you will come to discover that record keeping at the jobsite is a key total quality management (TQM) activity that is well worth the effort to implement.
Lesson Objectives:
At the end of this lesson you should:
1. Know how to capture project information.
2. Learn what daily reports should include.
3. Understand the key elements to written communication.
4. Understand the key elements to successful meetings.
5. Be able to describe the different logs used at the job site to record important information.
6. Understand how to record and track costs.
7. Understand the important elements of contractual requirement documents.
How to Proceed:
(9) Read and review the discussion materials.
(2) Read and review Construction Jobsite Management, Chapter 4, pg. 75-111.
(21)Answer the self-check questions to evaluate your readiness to take quiz 10.
(22)When you feel that you are ready, Take quiz 10.
Discussion Materials:
The reading identifies five general areas for jobsite record keeping. I will provide some general comment about the five areas.
Concept 1: Report Types and Content
Every project is different when it comes to capturing and reporting information. Prolog and other programs are helpful in writing daily reports. The challenge is to take time every day to record daily activities. Since I am from the “old school” I prefer a bound book. If it is bound, then it is a more reliable record and seems to have more validity in court than a computer word processing program or a book that has removable pages. I can take the job record with me and write in it any time that I wish. It is my job journal. I can also keep it hidden away from those who I don’t wish to see it.
I really like taking monthly aerial photos of projects for two reasons. First photos don’t lie. I have learned a lot about a project by seeing its monthly progress. The photos have been helped in scheduling. Second, the photos are helpful in public relations with the client (if they are positive), and show evidence of progress. Obviously digital photos can now be emailed to any
customer any where in the world. One step further is to set up a digital camera on site that takes a picture every minute. Deseretbook.com has such a camera showing the construction of the Nauvoo Temple.
One last note; I would always video inspections, evidence of work completed for progress payments, any type of problems etc. Video shows show much more than still pictures. The best method with current technology is to videotape and be able to capture still pictures from the video. It was not uncommon to have ten to fifteen hours of video a month on a project. This is a lesson that I learned from OSHA inspectors. They always carry a video camera. A picture is worth a 1,000 words. A videotape can be worth a 1,000,000 words and dollars.
Carefully study this section of the reading. It has good examples. I have used all of the examples listed.
Concept 2: Cost Documentation
Our job cost model (JCM) adequately captures the following information.
a. Capturing costs including committed costs to transmit information to the company’s accounting system for disbursement of funds
b. cost accumulated information to control the project’s costs c. costs for Labor - self performed
d. Coats for material - bill of material, purchase orders
e. Costs for equipment - contractor’s owned equipment, rental equipment
If you do not capture this information who will? We have probably said enough about the job cost model.
Concept 3: Correspondence
It is not uncommon to send 30 transmittals per day on a large project. This would almost be impossible using conventional letter writing methods. Prolog and similar programs provide a very quick and easy way to perform this task. The trick is to provide simple, to-the-point words that get the message across quickly. Consider the following six interrogatory Words:
•
Who?•
What?•
When?•
Where?•
Why?•
How?Your written communication should always answer these six questions. Suppose that you are sending a transmittal/RFI to a sub contractor to provide pricing for a PCO. It may look like this:
Date: January 5, 2XXX (WHEN)
To: Greene Concrete, Josh Greene (WHO) (Address) (WHERE)
Project: Emery High School (WHERE)
RE: Request to bid potential change order #4 (WHAT)
Dear Josh (WHO), The owner has requested (RFI #12) (WHAT) an estimate for an approximate 120 LF of curb/gutter to expand the southwest parking lot (WHY). Drawings are available at the job trailer on site. Please provide an estimate within 5 days (WHEN) of the date of this
transmittal in writing. (HOW) From: Name, Project Manager (WHO)
(Address) (WHERE)
Here are several ideas to help you in your construction communication.
•
Schedule a set time to do written communication•
Keep the writing simple using the 6 interrogatory words•
Send copies to necessary people and to the job file•
Ask: Do you really want to send this correspondence?
Written Communication should:
• Help eliminate misunderstandings
•
Help clarify your thoughts•
Help preserve (document) activities and actionsConcept 4: Contractual Requirement Documentation
General conditions, supplemental conditions and general requirements will identify specific documents and correspondence that will be required to complete the contract. The reading adequately identifies these. Typically section 1700 of the general requirements identifies specifically the required documents. We will talk more about this in future lessons. Here is the important thing to learn. You must identify these requirements early in the project and begin to complete them early. I once held a $500,000 retention check on a company for almost four months because the company could not complete their Operations and
Maintenance Manuals and Warranties as required in the project manual. It was their total profit plus payment to numerous subs.
Concept 5: Meeting Minutes
The following is a good checklist for holding an effective construction meeting. It is always a good idea to determine who should attend the meeting and how much the meeting will really cost, given the approximate salaries of each attendee and any lost opportunities that they will have due to being at the meeting.
•
Title•
Parties in attendance•
Minutes from previous meeting•
Project progress•
Submittals•
Change orders•
Old business•
New business•
Meeting adjourned, next meeting•
Record of action items•
Immediate distribution of minutesNotice that the last two items are probably the most important. These items allow for the action of the meeting to move forward. They also remind participants of actions taken and decisions made.
These are very timely and important concepts that will be of great value to you as a project manager or superintendent because you will spend so much of you day performing these tasks. I hope you don’t take these “how to” concepts lightly.