PROJECT PROCEDURE MANUAL - Pennsylvania Department …

1 BUREAU OF PRE-CONSTRUCTION. PROJECT PROCEDURE MANUAL . 2017 EDITION INSTRUCTIONS TO DESIGN PROFESSIONALS. UNDER AGREEMENT WITH THE. Department OF GENERAL SERVICES. Department OF GENERAL SERVICES. ARSENAL BUILDING, 1800 HERR STREET. HARRISBURG, Pennsylvania 17103. TELEPHONE: (717) 787-6200. 2017 EDITION PREFACE. This Bureau of Pre-Construction ( BOPC') PROJECT PROCEDURE MANUAL ( MANUAL ') presents current procedural information relating to the sequencing and detail of the Design Professionals' activities under contract with the Department of General Services ( DGS'). Activities are explained sequentially through design, bidding and construction stages. The Bureau of Construction ( BOC') Administrative procedures describes, in greater detail, the Professionals' construction administration procedures and responsibilities. It is essential that all individuals representing the Design Professional, including consultants, become thoroughly acquainted with this MANUAL 's contents to best ensure that Design Submissions meet the detailed requirements for approval by DGS.

2 This MANUAL supersedes the previously issued editions and amendments/modifications to the MANUAL . The MANUAL , with all subsequent amendments and modifications, is incorporated by reference into all standard Agreements for Professional Services made subsequent to the publication of the MANUAL . Hard copies of the MANUAL will no longer be distributed. Please obtain these documents from the DGS Website at or in e-Builder. Note: All documents, including Exhibits, training guides, etc., noted throughout the MANUAL as being included in e-Builder can be found in the z - Standard Documentation &. Training - PADGS PROJECT . DGS e-Builder Credential Policy: e-Builder Credentials should NEVER to be shared with anyone, regardless of the circumstances. As all actions taken by an entity (Professional, Client Agency, DGS Staff or Contractor) in e-Builder are binding on that entity and DGS strongly recommends NOT sharing your DGS e-Builder Credentials (Username and Password).

3 Sharing credentials exposes: The entity to binding actions taken by Unauthorized Users, The entity to violations of the licensing agreement with e-Builder, The DGS e-Builder System to actions taken by Unauthorized Users, and The entity's Authorized (Registered) User to the responsibility for actions that another party takes with the Authorized (Registered) User's Credentials. If an Authorized (Registered) DGS e-Builder user takes it upon themselves to share their DGS e-Builder Credentials (Username and Password) with a non-DGS e-Builder user, the credentialed user must realize they are: Accountable and responsible for any (and all) actions taken by the individual (or individuals) with whom they shared their DGS e-Builder Credentials; and Binding the entity to the actions taken in e-Builder As with any workflow/process driven system, such as e-Builder, DGS intends to make the DGS e-Builder System as productive, workable, and efficient User Friendly as possible, but at the same time, DGS and the entities must maintain control over who is accessing this system and the actions taken by Authorized Users.

4 This is as much for the External User Community (Professionals, Client Agency, Contractors, etc.) as it is for Internal DGS Users; ultimately, this restriction is for the protection of data, documents, and files associated with DGS Projects. PROJECT PROCEDURE MANUAL 1 TABLE OF CONTENTS. 2017 EDITION TABLE OF CONTENTS. Preface CHAPTER 1 PROJECT ADMINISTRATION. SECTION TITLE. 100 Introduction 101 Definitions 102 Reference and Standard Documents 103 Public Works Organization 104 Correspondence 105 Meetings, Minutes and Reports 106 Payments and Fees 107 Release of PROJECT Information 108 Professionals' Performance Evaluations 109 Suspension and Reactivation 110 Selection of Consultants 111 PROJECT Scope and Construction Budget 112 PROJECT Program Statement, Scope and PROJECT Development 113 PROJECT Phasing 114 Approvals and Compliances 115 Contract Interpretation 116 Contracting Methods CHAPTER 2 GENERAL INFORMATION.

5 SECTION TITLE. 200 General 201 Survey of Existing Conditions 202 Codes and Permits 203 Land Survey 204 Subsurface and Related Site Investigation 205 Design Restrictions 206 Multiple Prime Contracts CHAPTER 3 PROGRAMMING SUBMISSION. SECTION TITLE. 300 General 301 Programming Submission Documents 302 Regulatory Approvals 303 Utility Services 304 Review, Approvals and Post-Conference Activities CHAPTER 4 SCHEMATIC DESIGN SUBMISSION. SECTION TITLE. 400 General 401 Schematic Design Submission Documents 402 Regulatory Approvals 403 Utility Services 404 Review, Approvals and Post-Conference Activities PROJECT PROCEDURE MANUAL 2 TABLE OF CONTENTS. 2017 EDITION CHAPTER 5 DESIGN DEVELOPMENT SUBMISSION. SECTION TITLE. 500 General 501 Design Development Submission Documents 502 Regulatory Approvals and Permits 503 Utility Services 504 Review, Approvals and Post-Conference Activities CHAPTER 6 INTERIM CONSTRUCTION DOCUMENTS SUBMISSION.

6 SECTION TITLE. 600 General 601 Interim Construction Documents Submission Documents 602 Regulatory Approvals and Permits 603 Review, Approvals and Post-Conference Activities CHAPTER 7 CONSTRUCTION DOCUMENTS SUBMISSION. SECTION TITLE. 700 General 701 Construction Documents Submission Documents 702 Regulatory Approvals and Permits 703 Utility Services 704 Review, Approvals and Post-Conference Activities 705 Pre-Bidding Check CHAPTER 8 DRAWINGS. SECTION TITLE. 800 General 801 Size, Format and Approvals 802 Sheet Designations and Sequence 803 Symbols, References and Schedules 804 Miscellaneous CHAPTER 9 SPECIFICATIONS. SECTION TITLE. 900 General 901 Specifications Format 902 Specifications Documents and Order of Assembly 903 Instructions on Selected Front-End Documents 904 Not Used 905 Instructions on Technical Specifications 906 Recommended Specification Paragraphs 907 Earthwork Specifications 908 Drilled Pier Specifications 909 Cast-In Place Concrete Specifications 910 Unit Masonry Assemblies Specifications 911 Structural Steel Specifications 912 Architectural Specifications 913 HVAC Specifications 914 Plumbing Specifications 915 Electrical Specifications 916 Guidelines for Vertical Transportation Specifications 917 Hazardous Materials Specifications 918 Building Plaque PROJECT PROCEDURE MANUAL 3 TABLE OF CONTENTS.

7 2017 EDITION CHAPTER 10 DGS STANDARD DESIGN PRACTICES. SECTION TITLE. 1000 General 1001 Architectural 1002 Civil 1003 Structural 1004 Heating, Ventilating and Air Conditioning 1005 Plumbing 1006 Electrical 1007 Vertical Transportation CHAPTER 11 CONSTRUCTION PROCUREMENT. SECTION TITLE. 1100 General 1101 Schedule 1102 Pre-Bid Conference 1103 Modifications 1104 Bid Opening/Award 1105 Rebidding and Revised Rebidding CHAPTER 12 CONSTRUCTION CONTRACT ADMINISTRATION. SECTION TITLE. 1200 General 1201 PROJECT Representation 1202 Documents 1203 Quality Control and Quality Assurance Services 1204 Change Orders 1205 Contractor Dispute Process 1206 PROJECT Close-Out 1207 Miscellaneous CHAPTER 13 MISCELLANEOUS INSTRUCTIONS. SECTION TITLE. 1300 Introduction 1301 Quality Control and Quality Assurance Services 1302 Utility Requirements 1303 Value Engineering 1304 Construction Manager 1305 Subsurface Investigations and Reports 1306 Special Site Investigations 1307 Hazardous Materials 1308 Property and Topographic Surveys 1309 Subsurface Utility Investigation 1310 Fuel Feasibility Study 1311 Coal Fuel Non-Use Justification 1312 Conducting an Indoor Air Quality (IAQ) Assessment Program 1313 Space Standard for DGS Projects 1314 Commissioning 1315 Sustainability Guidelines and LEED Projects 1316 Electrical Equipment Wiring Responsibilities 1317 Archaeological and Historical Requirements 1318 Flood Protection Projects 1319 Furniture, Fixtures and Equipment (FF&E).

8 PROJECT PROCEDURE MANUAL 4 TABLE OF CONTENTS. 2017 EDITION PROJECT INFORMATION EXHIBITS. SECTION A GENERAL INFORMATION. EXHIBIT TITLE. A1 Design Orientation Conference A2 Instructions for DGS Website and e-Builder A3 Instructions for Obtaining Additional Services Work Orders A4 Point of Contact to Review DGS Drawings A5 Document Naming System for Electronic Files SECTION B PROJECT INFORMATION FORMS. EXHIBIT TITLE. B1 Programming Submission Probable Construction Cost Summary B2 Programming Submission PROJECT Information B3 Schematic Design Submission Probable Construction Cost Summary B4 Schematic Design Submission PROJECT Information B5 Design Development Submission Probable Construction Cost Summary B6 Design Development Submission PROJECT Information B7 Interim Construction Documents Submission Probable Construction Cost Summary B8 Interim Construction Documents Submission PROJECT Information B9 Construction Documents Submission Probable Construction Cost Summary B10 Construction Documents Submission PROJECT Information SECTION C SUBMISSION & BIDDING CHECKLISTS.

9 EXHIBIT TITLE. C1 Programming Submission Checklist C2A Programming/Schematic Design Submission Checklist C2B Schematic Design Submission Checklist C3 Design Development Submission Checklist C4 Interim Construction Documents Submission Checklist C5 Construction Documents Submission Checklist C6 Release for Bidding Checklist C7 Bid Prep Checklist SECTION D SPECIFICATIONS standards . EXHIBIT TITLE. D1 Cover Page D2 Table of Contents SECTION E DRAWING standards . EXHIBIT TITLE. E1 Cover Sheet Layout E2 Cover Sheet Title Block E3 PROJECT Location Map E4A Standard Sheet Title Block E4B Standard Sheet Title Block Multi-Discipline Drawing E5 Standard Plaque Detail E6 Subdivision/Land Development Plan Signature Block PROJECT PROCEDURE MANUAL 5 TABLE OF CONTENTS. 2017 EDITION SECTION F MISCELLANEOUS ITEMS. EXHIBIT TITLE. F1 Monthly Progress Report F2 Construction Schedule Bar Chart F3 List of Regulatory Approvals/Permits Status Report F4 List of Utility Approvals Status Report F5 Proprietary Request procedures F6 Sample Electrical Panel Schedule F7 Sample Addendum SECTION G SPECIFIC ADDITIONAL SERVICES INSTRUCTIONS & SAMPLE PROPOSALS.

10 EXHIBIT TITLE. G1 Pre-Construction Geotechnical Services RFP. G2 Quality Assurance Testing and Inspection Services RFP. G3 Land (Boundary and/or Topographic) Survey Services RFP. G4 Potable Water Supply Well Drilling Services RFP. G5 Pre-Construction Subsurface Utility Engineering Services RFP. SECTION H HAZMAT PROTOCOL. EXHIBIT TITLE. H1 Protocol Regarding Asbestos, Lead, PCB's/Mercury, Radon and Other Hazardous Materials PROJECT PROCEDURE MANUAL 6 TABLE OF CONTENTS. 2017 EDITION CHAPTER 1. PROJECT ADMINISTRATION. SECTION 100 - INTRODUCTION. MANUAL 'S PURPOSE. The Bureau of Pre-Construction (BOPC) PROJECT PROCEDURE MANUAL ( the MANUAL ' or PPM') provides Design Professionals ( the Professional') with a guideline of procedures and standards for the Design and Construction Stages of Department of General Services' (DGS) Public Works projects. The MANUAL 's organization reflects the sequence in which services and submissions will normally occur.