1. Small Project Template Training Module
Welcome to the Small Project Template Training Module which is a training session within the NAVFAC Design-Build (DB) Training Series.
This Design-Build training series consists of training modules that provide an understanding of the latest Design-Build policies and processes and an explanation of the tools and documents available to help our DB Teams accomplish their jobs.

2. Logistics Course Length: Approximately 50 Minutes
Reminder: (any technical reminders with DCS/Webex)
Presentation software functionality
Module Contains Knowledge Check Questions
Time Elapsed: 15 mins
Duration of this Slide: 1.5 mins
Notes:
Presenter: Before we start, let’s take care of the logistics.
Details:
WebEx will be used to administer the training
Sharing the presenters desktops with the audience
Guide participants to find the Chat Box. Encourage them to click and see the options available.
Guide participants to find the Mute Button.
Highlight that there will be periodic knowledge checks throughout the presentation. Everyone is required to participate. There will be final knowledge check at the end of the course.
[This is a standard slide within the NAVFAC training template; need to confirm content for this slide based on software to be used and also need to replace picture]
This course is approximately 50 minutes long.
There are Knowledge Checks throughout the course to test your comprehension.

3. Learning Objectives Small Project Template (SPT) Background
Installation/PWD 1391 Process Driven Training
Learning Objectives
Small Project Template (SPT) Background
Differences between the Standard Template and the SPT
Locating the SPT
What Projects Should Use the SPT
Layout of the SPT
Content of SPT Parts 2 thru 6
These are the topics and learning objectives for this training module.
Background on the Small Project Template
Differences between the Standard RFP Template and the Small Project Template
How to locate the small project template
What projects should use the small project template
The layout of the small project template
Details on the content of Parts 2 thru 6 of the small project template

4. Small Project Template (SPT) Background
Scaled down version of Standard DB Template was needed
Many station projects are smaller projects that do not need full DB format
SPT was coordinated effort by Technical Discipline Leaders and variety of user input to develop a usable tool for smaller projects
The Small Project Template was created in the early 2000’s when it was discovered that the full standard template was not needed for many of the Navy’s smaller projects.
Thus, a scaled-down version of the standard template was created to apply to the many smaller projects that do not need the full standard template
The Small Project Template was created as a coordinated effort by the Technical Discipline Leaders as well as Public Works personnel throughout the Navy, who are a large user of this template.
This photo graphically presents the difference in size between the Standard and Small Project Templates. This shows the approximate number of pages in the Standard and Small Project Templates, without Part 1.
Standard Template Small Template

5. SPT Similarities SPT uses same 6-part format Table of Contents
The Standard Template and SPT have the same Order of Precedence which is covered further in another slide
SPT uses same 6-part format
Table of Contents
Part 1 Proposal Documents, Contract Forms & Conditions
Part 2 General Requirements
Part 3 Statement of Work / Project Program
Part 4 Minimum Materials, Engineering and Construction Requirements – Performance Technical Specifications
Part 5 Prescriptive Specifications
Part 6 Attachments
The Small Project Template has a couple of similarities with the Standard Template;
The first is that the Small Project Template uses the same 6-part format as you can see outlined here
Another is that both templates have the same Order of Precedence

6. Differences between Standard Template and SPT
Part 2 General Requirements scaled down to reflect reduced requirements. such as scheduling and submittals.
Part 3 Project Program scaled down for simpler projects
Part 4 Performance Technical Specifications are scaled down.
Fewer UFC’s referenced in SPT. Therefore, design work should be limited to simple projects and straightforward solutions.
Part 5 Prescriptive Specifications will always include:
UFGS Small Project Design and Construction Schedules
UFGS Sustainability Reporting for D-B
UFGS Government Safety Requirements for D-B
Part 6 Attachments include existing drawings, soil data, etc. No real difference from Standard Template.
This slide presents the main differences between the Standard and SP Templates.
The first difference is that Parts 2, 3 and 4 are scaled-down, abbreviated, versions of the Standard template.
Part 2, the General Requirements, are scaled down due to a few reduced requirements such as in the areas of scheduling and submittals.
Also, fewer UFC’s are referenced in the Small Project Template. This is due to projects being simpler and less design work being required.
Part 5 has a few differences with the Standard Template…three sections that are in Part 2 of the standard template are moved to Part 5 of the small project template.
There is really no difference with Part 6 between the 2 templates.

7. How to find the NAVFAC DB Master
The NAVFAC Design-Build Master (NDBM) is an accumulation of documents and tools on the “NAVFAC Design-Build Request for Proposal Website.
The Website can be accessed through the Whole Building Design Guide Website at “wbdg.org”
Upon landing on the main website, click on the link to “Federal Facility Criteria”
Then click on the link to “Navy – NAVFAC”

8. How to find the NAVFAC DB Master
Scroll down to Specifications & Criteria and select “Design-Build Request for Proposal”.
Select “SPT download” from the text link in the third paragraph.

9. Design-Build for Small Projects
What projects should use the Small Project Template?
All the processes use the 6-part format however not all projects require all 6 parts to be fully developed. The Small Project process is really a Decision Process on the appropriate use of the scaled-down versions of 6-part template.
The types of projects suitable for scaled-down version of the design-build template are typically small renovations, parts of a structure rather than a massive, whole-building gutting and renovation and single system repair or replacements – for example, replacing a single HVAC system – not necessarily for a clean room! Also, bathroom renovations, plumbing upgrades… The majority of these projects are the typical “station” projects that take up the majority of time in the field office.
Appropriate use is very IMPORTANT. We usually refer to “small” projects and think size. Size is only one determining factor. The matrix shown here was developed to guide the decision and uses the Four Categories of Work which is a a good way to categorize projects against various factors and determine the suitability for use of the scaled down versions.
Remember - complexity; financial, schedule and risk all play into the decision.

10. Categories of Work
Category I : Large multi-discipline new construction and renovations not appropriate for SPT
Category II: Moderate sized multi-discipline renovations over $4M not appropriate for SPT
Category II : Moderate sized between $750K and $4M are appropriate for SPT if they are primarily single-discipline designs
Category III: Small single-discipline repair and renovation, little or no engineering or design needed so not design-build
Category IV: Very small repair and renovation, no engineering or design needed, so not design-build
The following categories of work are from Engineering and Construction Bulletin ECB As listed here, Categories I and II are applicable to design-build.

11. Small Project Design Guidance
Obtain approval from the contracting officer's representative for the use of the Small Project Template in lieu of the Standard Template or one of the Model Templates. Refer to Engineering & Construction Bulletin for categories of work and NAVFAC BMS B for processes.
This slide should be a helpful tool when determining if your project could benefit from using the Small Project Template. It’s good to categorize projects against various factors so we can expend our expertise and attention suitably. Complexity; financial, schedule and life safety risks; technology…all play into the decision process. The left column represents the four categories of work. Category I work is more complex than what is suitable for the Small Project Template. At the opposite end, Category IV work requires no engineering or design and is not Design Build. Likewise, Category III work is not Design Build and requires no design. Category II work is further broken down by contract value…over $4M is not considered appropriate for the Small Project Template…less than $750K is normally less complex and is considered ideal for the Small Project Template…The more challenging decisions occur with Category II projects between $750K and $4M. These are normally less complex, limited discipline projects that require routine designs with plans and limited specs. Construction is considered routine for these projects and there is a low schedule of risk as well. In general, these are the typical station projects that take up the majority of time in the field office. Examples of typical small projects include: storage facilities, conversion of spaces, HVAC replacement, picnic shelters, utility upgrades, recreation facilities, small additions, and pre-engineered warehouse buildings.
Note the first asterisk in this table…The Small Project Template may be suitable for projects over $4M when work is straightforward, single-discipline, or single trade.
Category II Projects
Routine design – plans & limited specs supplemented by shop drawings & submittals
Limited number of design disciplines
Typical types of projects:
Some renovations and some new construction
Conversion of Spaces, Large HVAC replacements, Utility Upgrades
Category III Projects
No design – no formal plans & specs.
Scope of Work with limited engineering, sketches, catalog cuts and/or narrative descriptions
Primarily minor renovation or repair
Carports, Fence, Paving, In-kind roof replacements
The types of projects suitable for scaled-down version of the design-build template are typically small renovations, parts of a structure rather than a massive, whole-building gutting and renovation and single system repair or replacements – for example, replacing a single HVAC system – not necessarily for a clean room! Also, bathroom renovations, plumbing upgrades…
It’s important to know when it’s appropriate to use this approach. We usually refer to “small” projects, but size is not the only determining factor.
Here again you see the Four Categories of Work. It’s a good way to categorize projects against various factors so we can expend our expertise and attention suitably. Complexity; financial, schedule and/or life safety risks; technology – all play into the decision process.
Other examples include road construction, repairs and overlay; [limited] fire protection systems; non-structural and certain demolition; many MWR-type projects – ball fields, other recreation facilities –
In general, these projects are the typical “station” projects that take up the majority of time in the field office.
Remember: Less than $750K – No limitations, Above $750K – The template will require some modifications
* SPDB may be suitable for projects >$4M by exception when the work is straight-forward, single trade, such as roadwork and roofing.

12. Sample Projects using SPT
Installation/PWD 1391 Process Driven Training
Sample Projects using SPT
Plain Pre-engineered metal building (PEB) with no mechanical or electrical
Re-roofing project without mechanical or electrical work
Repaving a parking lot
Painting a building
Replacement of an HVAC unit
Small interior renovation with little or no mechanical or electrical work
Third Party Certified Sustainable Projects should NOT use the SPT.
These are some examples of typical projects that could utilize the Small Project Template for writing your RFP.
As you can see, most of these project types are single-discipline or single-trade projects, with possibly a minor secondary discipline, such as the electrical work for installation of an HVAC unit.
It should be emphasized that if a project requires third party sustainable certification, it cannot utilize the small project template.

13. Small Project Design Guidance
The Acquisition Method will determine what
Parts of the SPT will be used.
As shown in this table, the acquisition method can determine what parts of the small project template can be used.
Single Source Negotiated Contracts can typically use the SPT for Parts 2, 3 and 4.
MACC Contracts will use the SPT for Part 3, edited for project specific engineering requirements. However, for a MACC Contract you’ll need to reference the Base Contract to determine what specific task order edits will need to made to Part 2. And typically with a MACC you’ll need to make edits to utilize Part 4 from the Standard Template DB Master, with edits as appropriate for the project.
For a Stand alone, or competitive 8(a), Contract, Parts 2 and 3 from the Small Project Template can be used, but Part 4 will either need to be taken from the standard RFP template or you’ll need to include additional definition of quality if you utilize Part 4 from the small project template.
In general, it is important to note that Part 2 of the small project template has reduced administrative requirements; therefore, careful selection of an experienced and highly performing contractor is essential to success. Also, like is mentioned here, Part 3, the Project Program, needs to be tailored to the acquisition method selected.
** Part 2 of the SPT template has reduced administrative requirements and therefore careful selection of experienced/ highly performing contractor is essential to success. *** Tailor Part 3, Project Program to the acquisition method selected.

14. Knowledge Check #1
Let’s answer a few questions on the material we’ve learned so far…

15. Knowledge Check #1
(True/False) A Category 1 large multi-discipline project is NOT appropriate for the SPT?
True.
(True/False) A $4M roof replacement project is appropriate for the SPT?
It depends. Yes, if it is straight-forward with minimal other trades.
(True/False) A $750K multi-discipline renovation is appropriate for the SPT?
False. Even small multi-discipline designs should use the Standard Template.
[Answer lines will be revealed using animation when audio-video versions are created]
Question One: True or False: A Category 1 large multi-discipline project is NOT appropriate for the SPT?
Answer to Question One: True. A project of that type should use the Standard Template.
Question Two: True or False: A $4M roof replacement project is appropriate for the SPT?
Answer to Question Two: IT DEPENDS. Roof replacement projects can be multi-disciplined. If the roof project is straight-forward, and does not include much mechanical or electrical work, or structural repairs, it would be appropriate to use the SPT. If the repairs include replacement of a lightning protection system, or increasing insulation, requiring life-cycle cost analysis (LCCA), or significant structural repairs, the Standard Template might be more appropriate.
Question Three: True or False: A $750K multi-discipline renovation is appropriate for the SPT?
Answer to Question Three: False. Even small multi-discipline designs should use the Standard Template.

16. Layout of the SPT RFP Package
These are the 6 Parts that make-up the NAVFAC Design Build RFP Package. Part 1 “Proposal Forms & Documents”, Part 2 “General Requirements”, Part 3 “Project Program”,Part 4 “Performance Technical Specifications (PTS)”, Part 5 “Prescriptive Specifications, and Part 6 “Attachments”. Part 1 is prepared by the Contract Specialist using the SPS system and Parts 2-6 are prepared by the Technical Team using the Small Project Template documents.

17. Order of Precedence
The contract consists of solicitation, approved proposal, & final design.
NFAS Clause and UFGS , Design Submittal Procedures,
determine the precedence in case of a conflict. In the event of conflict or inconsistency
between any of the below described portions of the conformed contract, precedence must
be given in the following order:
Any portions of the proposal or final design that exceed the requirements of the solicitation.
(1) Any portion of the proposal that exceeds the final design.
(2) Any portion of the final design that exceeds the proposal.
(3) Where portions within either the proposal or the final design conflict, the portion that most
exceeds the requirements of the solicitation has precedence.
b. The requirements of the solicitation, in descending order of precedence:
Standard Form 1442, Price Schedule, and Davis Bacon Wage Rates
Part 1 - Contract Clauses
Part 2 - General Requirements
Part 3 - Project Program Requirements
Part 6 - Attachments (excluding Concept Drawings)
Part 5 - Prescriptive Specifications exclusive of performance specifications
Part 4 - Performance Specifications exclusive of prescriptive specifications
Part 6 - Attachments (Concept Drawings).
Part “a” shown here is in reference to the order of precedence when comparing the Contractor’s design, the Contractor’s proposal, and the RFP Solicitation.
Part “b” is in reference to the order of precedence of the 6-part RFP. The RFP development team needs to be familiar with this order of precedence when writing the RFP. The DB teams putting bid proposals together will use this to form their proposals.
The team developing an RFP should strive to avoid conflicts within the various Parts of the RFP. If conflicts occur, the Order of Precedence will be used to determine what part of the RFP is most important.
Throughout the design of the project, changes to the contract that result in cost and time growth should be avoided.
The contract consists of the Solicitation (RFP), the accepted technical proposal and the final design.
During design, minor adjustments are to be anticipated that do not result in cost and time growth to the contract. We call these “tweaks.” Most “tweaks” will occur when reviewing and approving concept floor and site plans at the PAK or CDW meeting.
If a conflict arises or there is inconsistency within the contract, the Order of Precedence will determine if a change or modification to the contract is required.
Within Part 3- Project Program Requirements Section 5.0 ROOM REQUIREMENTS provides detailed requirements on a room by room basis that further defines requirements that are in addition to the ENGINEERING SYSTEMS REQUIREMENTS SECTION.

18. Small Project: Part 2
Previous versions of PART 2 were comprised of two sections: PART 2 and PART 2 A (Attachments).
The current version of PART 2 has incorporated both PART 2 and PART 2 A into one “PART 2” section.
SPT Part 2 includes a scaled down version of the traditional "Division 01" documents that addresses the administrative, safety, design processes, construction processes, and project closeout instructions for the project. These documents inform the contractor on how to do business with the local Base where the project is located and the NAVFAC Component creating the project.
Previous versions of PART 2 were comprised of two sections: PART 2 and PART 2 A (Attachments).
The current version of PART 2 has incorporated both PART 2 and PART 2 A into one “PART 2” section.
SPT Part 2 includes a scaled down version of the traditional "Division 01" documents that address the administrative, safety, design processes, construction processes, and project closeout instructions for the project. These documents inform the contractor on how to do business with the local Base where the project is located and the NAVFAC Component creating the project.
It is important to remember that the General Requirements that you are used to having with the Guide Specs are reduced. This is because with a simple small project some of the requirements were overkill. For example, why do you need a full Critical Path Method schedule for the simple renovation project of less than $200,000? Don’t ask for excessive design submittals or a lot of extra QC requirements. Also, select you contractor carefully…hopefully someone who you have worked with before.

19. Part 2 Example
Small Project Template PART 2 numbering has been changed to match Unified Facilities Guide Specifications
Here is an example of a Part 2 section within the Small Project Template. Part 2 has been renumbered using Masterspec Formatting to align with Division 01 Specs. This should make it easier for people to find information within Part 2.
The Editor’s Notes in blue text is hidden text which can be viewed by ensuring that the hidden text box is checked in Word. The Editor’s Notes assist the editor with common decisions that need to be made when editing the section.

20. Part 2 – Submittal Approval
and
PART 1
Government/Contracting Officer (CO) approves “G” submittals
PART 2
1. DQC Manager certifies all design submittals.
2. QC Manager certifies all submittals (including design).
PART 3
See for the following:
Submittals Reserved for Government Surveillance provide the Government the opportunity to oversee critical project issues.
Submittals Reserved for Government Approval are certified by QC and DOR and approved by the CO.
PARTS 4 & 5
PART 6
Not all submittals are indicated for Government approval, with a “G” designation, in Part 2.
This section covers who is responsible for certifying and approving submittals. For Part 2 “General Requirements” the Government approves items identified with a “G”. This is similar to Invitation for Bid (IFB) contracts where the Government approves items such as insurance, bonds, payments, etc. The Government does not typically approve anything in Parts 4 and 5. The Contractor’s Designer of Record (DOR) approves items identified in Part 4 and “G” items in Part 5 and certifies all design submittals. The QC Manager certifies all submittals including design submittals and those with blank spaces.
Contractor's DOR is the approving authority for submittals listed with a "G" designation, unless the DOR delegates to Contractor Quality Control approval.
During the Post Award Kickoff meeting, Contractor must propose and gain acceptance for any critical path work activities requiring advance submittal and approval

21. 01 33 00.05 20 CONSTRUCTION SUBMITTAL PROCEDURES
Part 2 – Construction Submittals
CONSTRUCTION SUBMITTAL PROCEDURES
Govt approves only submittals identified
Electrical has a recommended list for approval (9 items)
HVAC recommended sections , BACnet DIRECT DIGITAL CONTROL SYSTEMS FOR HVAC and , TESTING, ADJUSTING, AND BALANCING FOR HVAC
If not approved by Govt, recommend surveillance copies
Govt approvals are required for Environmental submittals
Government Surveillance Submittals
Examples include FP Systems, Geotech reports and pile tests, elevators/conveying systems, roofing, HVAC TABS, telecommunications, performance verification and acceptance testing, and Sustainable Reporting
Contractor Responsible for Work
Ensure no work begins until submittal approved
All construction submittals are approved by the DOR or QC specialist unless identified in , Construction Submittal Procedures. If the submittals for Government approval are NOT identified in this section, the Government does not approve it. By default there are no systems and material the government approves.
Electrical has a list (currently 9 items) recommending Government review and approval. Any systems or materials requiring Government approval must be written into this section. If any of the 9 electrical items are not indicated to be submitted for approval, the recommendation is to receive surveillance copies. Coordinate with the Electrical RFP Editor to choose submittal items in electrical construction that may require Government Approval, such as pad mounted transformers, overhead transmission & distribution, and electrical substations.
HVAC has a list (currently 2 UFGS sections) recommending Govt review and approval of all submittals within those sections. Those UFGS sections are:
UFGS , BACnet DIRECT DIGITAL CONTROL SYSTEMS FOR HVAC
, TESTING, ADJUSTING, AND BALANCING FOR HVAC
Submittals indicated for Government Surveillance are to be submitted prior to starting work. Examples of submittals that may be most suited for surveillance include Fire Protection systems, Geotechnical reports, performance verification and acceptance testing and sustainable reporting.
For items designated with required submittals, no work may begin until the submittal is approved by the responsible reviewer, which may include the QC Manager, Designer of Record, or the Government.

22. Part 2 - Design Requirements
, Design Submittal Procedures
Contractor-originated design documents must provide a project design that complies with the Request For Proposal (RFP), FC N, UFC , the Core UFCs, and other referenced UFC's.
Other Requirements:
Basis Of Design Format
Design Calculations Format
Drawings & Specs Format
Sustainability Reporting
Design Submittal Packages
Record Documents (As-Builts)
Variation Approval (by DOR prior to Govt)
DD Form 1354
BIM Project Execution Plan (PXP) if required
eOMSI Facility Data Workbook (FDW) if required
Requirements covered by the Part 2 Section titled “Design Submittal Procedures” include: Basis of Design Format, Design Calculation Format, Drawing & Specification Format, Sustainable Design Requirements, Design Submittal Packages, Variations, and Government Design Review Duration, DD1354 requirements. A option for Facility Recognition Plaques for notable projects in included in this section.
“Government Design Review Duration” is not identified for the final design submittal. The contractor can begin construction and ordering materials after DOR seals and signs documents. Discuss Government Review duration at the PAK. Time reviews are still critical and government of submittals is still required. The longer the we take to review impacts the contractor’s construction ability to effectively respond. Our review schedule should not impact the Contractor’s schedule.
Added option for DD Form 1354 Transfer and Acceptance of Military Real Property to be prepared by DOD. Some components prepare DD 1354 and only request content from the Contractor.
There are only two required design submittal packages: site and building. By default there are two design submittals for each required submittal package: design development and final. Critical Path only requires one submittal - a final design submittal. Edit these requirements for project specific requirements.
Final Design - Government Review Duration must be specified

23. Part 2 – Design Submittal Procedures
Submit design submittals, including shop drawings used as design drawings, to the Government for approval. The use of a "G" following a submittal indicates that a Government approval action is required.
May tailor design submittals:
Drawings may incorporate shop drawings
Drawings can be proprietary (identify brand names)
Manufacturer data & catalog cuts can be incorporated into specs
Submit sustainable design submittals in accordance with , Sustainability Reporting for Design-Build.
Contractor may proceed after submission of sealed and signed documents certified by the DQC and QC and approved by the Government.
The Contractor is allowed to tailor the design submittals. Drawings may be similar to shop drawings and should include brand names with model numbers to the maximum extent possible. The drawings must still conform to NAVFAC Standards as required in FC N, such as sheet size, title block, AUTOCAD layering, etc. For the specifications the Contractor may submit manufacturer data and catalog cuts, in a CSI format, in lieu of prescriptive specifications. For example: If the Contractor submits catalog cuts for the “Standing Seam Roof” that he plans to use, and they have enough information in it to verify that it meets the RFP requirements, the Contractor doesn’t have to provide specifications for the roof material.
Specifications are only required for items the Contractor hasn’t already selected. The specifications can be prepared using MS Word or SPECSTINTACT. Intent is to have design documents that are “Buildable” and not “Biddable”. Documents should not be as detailed as for Invitation for Bid (IFB) contracts.
Consolidated Final Design Package is NOT required at end of design

24. 01 33 10.05 20 DESIGN SUBMITTAL PROCEDURES
Part 2 – Order of Precedence
DESIGN SUBMITTAL PROCEDURES
Order Of Precedence – Case Studies
Case 1: Any portion of the “Accepted Proposal “ or “Final Design” that exceeds the RFP governs.
Example: RFP identifies “Type V” construction (stud walls). Proposal shows “Type II” construction (CMU walls) - Proposal governs.
Case 2: : Any portions of the “Accepted Proposal” that exceeds the “Final Design” governs.
Example: Proposal shows “stainless steel handrails.” Final Design shows “galvanized handrails” - Proposal governs.
Case 3: Any portion of the “Final Design” that exceeds the ”Accepted Proposal” governs (if final design is included in contract per mod):
Example: Proposal shows “galvanized handrails. Final Design shows “stainless steel handrails” - Final Design governs.
Order of Precedence is in full text in Design Submittal Procedures.
Let’s now review a few case studies. When there are discrepancies between the solicitation, Proposal, and Final Design, the Order Of Precedence are shown in descending order.
Case 1: Any portion of the “Accepted Proposal “ or “Final Design” that exceeds the RFP governs.
Example: Solicitation specifies Type V construction, stud walls. Accepted Proposal shows Type II construction, CMU walls. Since CMU wall exceeds the solicitation requirements, CMU walls govern.
Discrepancies between the “Accepted Proposal” and “Final Design”:
Case 2: Any portions of the “Accepted Proposal” that exceeds the “Final Design” governs.
Example: The “Accepted Proposal” shows stainless steel handrails. The “Final Design” shows galvanized handrails. Since the stainless steel handrails exceed the “Final Design” galvanized, stainless steel govern.
Case 3: Any portion of the “Final Design” that exceeds the ”Accepted Proposal” governs (if final design is included in contract per mod):
Example: The “Final Design” shows stainless steel handrails. The “Accepted Proposal” shows galvanized handrails. Since the stainless steel handrails exceed the “Accepted Proposal” galvanized handrails, stainless steel handrails walls govern.

25. 01 45 00.05 20, DESIGN & CONSTRUCTION QC
Part 2 – Design & Construction QC
, DESIGN & CONSTRUCTION QC
Defines requirements the Quality Control Plan
Defines responsibilities of QCM
Defines the Three Phases of Quality Control
Preparatory Phase: Review documents for compliance with laws, codes, regulations, and requirements of the contract.
Initial Phase: Observe and inspect initial portion of work, resolve conflicts in construction and ensure testing is done and certified.
Follow-Up Phase: At completion, ensure the work is in compliance with contract requirements.
This section identifies the Design Quality Control Manager as part of the QC Organization. The Design Quality Control Manager, or QQCM, is subordinate to the QC Manager. The DQCM must ensure that the design is in conformance with the RFP and also validates and coordinates testing and Government training requirements
This Part 2 Section defines the requirements of the Design and Construction QC Plan (D&CQCP). No construction work is to proceed if not in accordance with signed and sealed documents.
Section , Design and Construction QC, requires DQC to provide comprehensive training for systems identified in OMSI.

26. Knowledge Check #2
Let’s answer a few more questions on the material we’ve learned so far…

27. Knowledge Check #2
(True/False) The Small Project Template uses the same six-part format as the Standard Template?
True.
(True/False) Part 2 used to be organized into Parts 2 and 2A, but they have been combined into one section now and paragraphs numbered to correspond to typical Division 01 spec sections?
(True/False) Contractor-originated design documents must provide a project design that complies with the RFP, FC N, UFC , the Core UFCs, and other referenced UFC's?
[Answer lines will be revealed using animation when audio-video versions are created]
Question One: True or False: The Small Project Template uses the same six-part format as the Standard Template?
Answer to Question One: True. The format is the same as the Standard Template.
Question Two: True or False: Part 2 used to be organized into Parts 2 and 2A, but they have been combined into one section now and paragraphs numbered to correspond to typical Division 01 spec sections?
Answer to Question Two: True.
Question Three: True or False: Contractor-originated design documents must provide a project design that complies with the Request For Proposal (RFP), FC N, UFC , the Core UFCs, and other referenced UFC's?
Answer to Question Three: True.

28. ESRs determine WHAT is required
Small Project: Part 3
Part 3 body
(Scaled down NAVFAC-wide requirements)
Most important part. Establishes the project requirements - scope of work. It captures the customer requirements.
Highest order of precedence after Contract documents in Part 1 and General Requirements in Part 2.
6 Chapters – Engineering Systems Requirements (ESRs)
Project Description
Project Objectives
Site Analysis
Building Requirements
Room Requirements
Engineering Systems Requirements (i.e. A10 Foundations, B30 Roofing, D30 HVAC)
ESRs determine WHAT is required
Part 3 consists of 6 Chapters.
Part 3 establishes the project requirements. For a small, non-complex, low-risk project, it is quite naturally a concise section. It’s the project scope. It’s what our client wants as the end PRODUCT. It’s the statement of work…the heart of the RFP. You will tailor this section for each of your projects.
The number of discipline requirements is based on the project. You may have a single discipline project such as a new sidewalk…or a multi-discipline project such as a new parking lot with lighting that involves civil, electrical and possibly landscaping. You may have a simple building addition that involves even more disciplines.
Remember the Order of Precedence… Requirements in Part 3 take priority over those in Part 4. For example, if Part 3 includes a standing seam metal roof and Part 4 includes performance specs for an architectural shingle, the metal roof will prevail.
Indicate "Not Used" for requirements not included in this Project Program
If an item of work specific to your project is not included in this Small Project Template, consider cutting and pasting paragraphs from the Standard template.
NOTE: If an item of work specific to your project is not included in this Small Project Template, consider cutting and pasting paragraphs from the Standard template.

29. Small Project: Part 3, Ch. 1 & 2
Here’s a sample of the initial Chapters of Part 3. Fill out the Project Description and Project Objectives sections. The “Editor’s Notes” provide guidance for editors. Editor’s Notes are hidden text which is turned on by checking the hidden text box in Word.

30. PTSs define HOW we want the WHAT included in PART 3
Small Project: Part 4
Part 4 body
(Scaled down NAVFAC-wide requirements)
Performance Technical Specifications (PTSs) (abbreviated versions from Standard Template)
Establishes the minimum acceptable standards
Lower order of precedence than Part 3
Follows Uniformat Numbering System. Paragraphs must not be re-numbered
This section not intended to be edited.
Part 4 is where we define “HOW” we want the “WHAT” that is included in Part 3. Part 4 contains abbreviated versions of the Performance Technical Specs (PTS’s). This is the design guidance and minimum engineering system, material and equipment quality requirements. Part 4 is a tool for the Designer of Record to develop the necessary drawings and specifications for construction of each project.
The Part 4 specifications establish the minimum acceptable standards. We have developed a scaled down Part 4 for the Small Project Template.
Part 4 is not intended to be edited, although some modifications by individual FEC’s and FEAD’s would be considered appropriate. FEC’s and FEAD’s may use this as the standard for all of their small projects.
PTSs define HOW we want the WHAT included in PART 3

31. Small Project: Part 4
Here is an example of a Part 4 section. Part 4 is not intended to be edited, although you may choose to delete sections which do not apply. For example, you may want to delete Section B3010 Roof Coverings for projects that do not include roof work.

32. REQUIRED PRESCRIPTIVE TECHNICAL SPECIFICATIONS (PTSs)
Small Project: Part 5
REQUIRED PRESCRIPTIVE TECHNICAL SPECIFICATIONS (PTSs)
Sustainability Reporting for Design-Build
Government Safety Requirements for Design-Build
Small Project Design and Construction Schedules
These sections are required to be included in Part 5. Sustainability Reporting is important because it is required by Executive Order for all projects regardless of size. The exact requirements must be identified and described for each project. Safety Requirements are important because there is nothing more important than jobsite safety, and so it has been determined that safety requirements should not be scaled down just because the project is small. Design and Construction Schedules similarly must be identified specifically based on the type of project. For these reasons, it is determined that these specification sections must be included with fully edited guide specifications.

33. Small Project: Part 5
Example of when Part 5 Prescriptive Specification could be used with the SPT
Here is an Example of when a prescriptive spec may be included in the small project template: A project may need to include a UFGS Guide Spec for Blast Resistant Tempered Glass Windows.

34. Small Project: Part 5 SUSTAINABILITY REPORTING
Integrate sustainable principles per Executive Order 13693, NAVFAC ECB
ALL projects require Guiding Principles Validation (GPV) and must meet the requirements of UFC , High Performance and Sustainable Building Requirements.
RFP Section Sustainability Reporting for Design-Build must be included in Part 5 of ALL project RFPs.
Projects must meet sustainability requirements per UFC High Performance and Sustainable Building requirements and RFP Section Sustainability Reporting for Design-Build.
RFP Section Sustainability Reporting for Design-Build must be included in Part 5 of all project RFPs.

35. Small Project: Part 6
Part 6 includes any Information that will help the contractor develop a suitable design and construct without hindrance.
Sketches, Catalog Cuts
Record drawings
Soil Boring Logs, Geotechnical Reports
Environmental Hazards Assessment Reports
Base Exterior Architecture Plans (BEAP)/Installation Appearance Plan (IAP)
General Site Photographs
Photographs of specific site problems (e.g., significant storm water erosion)
PART 6 is for attachments – they might be schematic sketches showing work locations, test results for asbestos, photographs, etc
Just like for the large, complex projects, we want to share all information that will help the contractor provide the best solution within the contract amount and terms.

36. Examples of SPT Project Types
Re-paving parking lot
Roof replacement
Pre-Engineered Building w/o utilities
As a reminder, here are some project types that are appropriate for use of the small project template.
These include roof replacements, pavement overlays, HVAC replacements, and even potentially a pre-engineered building without utilities.
HVAC Replacement

37. Final Knowledge Check
Let’s answer a few final questions on the material we’ve learned in this module…

38. Final Knowledge Check
(True/False) A $2M new pre-engineered metal building, with mechanical and electrical systems and 3rd Party Sustainable certification is appropriate for the SPT.
False. A project of that type should use the Standard Template.
(True/False) All construction submittals are approved by the DOR or QC specialist unless identified in , Construction Submittal Procedures. If the submittals for Government approval are NOT identified in this section, the Govt does not approve it.
True.
[Answer lines will be revealed using animation when audio-video versions are created]
Question One: True or False: A $2M new pre-engineered metal building, with mechanical and electrical systems and 3rd Party Sustainable certification is appropriate for the SPT?
Answer to Question One: False. A project of that type should use the Standard Template.
Question Two: True or False: All construction submittals are approved by the DOR or QC specialist unless identified in , Construction Submittal Procedures. If the submittals for Government approval are NOT identified in this section, the Govt does not approve it?
Answer to Question Two: True. There is a list of nine sections, primarily electrical, that are typically required to be government-approved.

39. Final Knowledge Check (cont’d)
(True/False) Part 3 Project Program is the most important part. It establishes the project requirements - scope of work. It captures the customer requirements.
True.
(True/False) The following three sections; Sustainability Reporting for Design-Build, Government Safety Requirements for Design-Build, and Small Project Design and Construction Schedules have to be edited and included in Part 5 of the SPT?
[Answer lines will be revealed using animation when audio-video versions are created]
Question Three: True or False: Part 3 Project Program is the most important part. It establishes the project requirements - scope of work. It captures the customer requirements?
Answer to Question Three: True. Part 3 Project Program is the most important part of an RFP. It captures the Users requirements.
Question Four: True or False: The following three sections; UFGS Sustainability Reporting for Design-Build, UFGS Government Safety Requirements for Design-Build, UFGS Small Project Design and Construction Schedules have to be edited and included in Part 5 of the SPT?
Answer to Question Four: True. Those sections have been determined to be of significant importance that a reduced size is not considered advantageous to the government.

40. Review of Learning Objectives
Today you have learned:
Small Project Template (SPT) Background
Differences between the Standard Template and the SPT
Locating the SPT
What Projects Should Use the SPT
Layout of the SPT
Content of SPT Parts 2 thru 6
In this training module we learned about.
Background on the Small Project Template
Differences between the Standard RFP Template and the Small Project Template
How to locate the small project template
What projects should use the small project template
The layout of the small project template
Details on the content of Parts 2 thru 6 of the small project template

41. Design-Build Training Modules
Introduction to Design Build
Standard RFP Template
Design-Build Processes
Small Project Design-Build
D-B Master Management Training for Criteria Managers
As we wrap-up today, just a reminder that there are 5 Design-Build training modules in this series. These include:
Introduction to Design-Build
Standard RFP Template
Design-Build Processes
Small Project Design-Build, and
D-B Master Management Training for Criteria Managers
I encourage you to view all of the modules. This will give you an in-depth understanding of the entire NAVFAC Design-Build Process.

42. Conclusion Resource links: Points of contact: Jim Affeldt, RA, LEED AP
Navy Design-Build Master link:
Points of contact:
Jim Affeldt, RA, LEED AP
NAVFAC Atlantic
I hope this overview provided you with a greater understanding of the NAVFAC Small Project Template.
There is a resource link shown here, to the Navy Design-Build Master RFP page on the Whole Building Design Guide website.
Should you have any questions please contact the name shown on the screen.
Thank you for your time.
Configuring MS Project Professional 2010 Process Driven Training