CONVENTIONAL FACILITIES
FACILITY ADVISORY COMMITTEE
BREAKOUT SESSION 5
TURNER CONTRACT OVERVIEW
October 30, 2007
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
Turner Contract Overview
Staffing
Field Support:
CM/GC: 18-20
2 additional (Change Order Processing)
7 LCLS UTRs + SLAC UTR’s/SEM as required
Trades vary between 120 and 150.
Office Support:
Field Office: 1
Project Office: 5 including estimating
Changes in Last 6 months
All UTR’s completed updated training class
CF reduced field staff by 1 UTR
Turner Safety Manager
Roll-off Plan
Roll-off plan detailed as part of Re-baseline effort
All CF staff will roll-off LCLS accounts by June 2008 (except System Manager)
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
Turner Contract Overview
Team Building
Several meetings with Facilitator
Session 1: Project Executives
Session 2: SLAC/Turner Executives
Session 3: Project Personnel
Modified Integrated Project Management
Teams
Established teams composed of SLAC and
Turner personnel to address specific issues.
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
Turner Contract Overview
Modified Integrated Project Teams
Schedule
Prepare recovery plans
Roles/Responsibilities
Define lines of communication and authority levels
SLAC Collaboration
Project plan for coordinating activities with other SLAC groups
Contract Clarity
Obtain concurrence on contract requirements
QC/QA
Define roles and process for Quality Assurance
Safety
Establish requirements for Safety performance
Change Order Process
Define roles and process for executing changes in a timely manner.
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
TEAMBUILDING – COLLABORATION
A Partnering Meeting
For the LCLS Project
Daniel M. Jacobs, CPCM, CMC
Facilitator
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
TEAMBUILDING – COLLABORATION
A Partnering Meeting
Purpose of Meeting:
To jointly establish the path to success for the LCLS Project.
Desired Outcomes:
1. Identify key issues that could be barriers to success.
2. Identify key issues that can improve probability of success.
3. Establish path to success.
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
TEAMBUILDING – COLLABORATION
A Partnering Meeting
SLAC/Turner Subcontract
GENERAL PROVISIONS
ARTICLE 4 - PARTNERING
In order to accomplish this Subcontract most effectively, the University intends to form
a cohesive partnership with the CM/GC, the Architect/Engineer and, in the event option
is exercised for Phase 2,
sub- subcontractors, to ensure timely and cost-effective
completion of the Subcontract.
This partnership would strive to draw upon the strength of each organization in an
effort to achieve a quality project done right the first time, within budget, and on
schedule. It would include, but not be limited to, consideration of each other's interests
and requirements; fostering clear, objective communication among all persons who are
involved;
development
of
mutual
goals
and
objectives
and
strategies
for
implementation; and periodic objective evaluation to assure these goals and objectives
are being met.
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
TEAMBUILDING – COLLABORATION
A Partnering Meeting
SLAC/Turner Subcontract
SECTION 01001
CONSTRUCTION MANAGER & GENERAL CONTRACTOR PROJECT SUMMARY
A.The Construction Manager & General Contractor (CM/GC) shall provide all
the required services herein established including schedule management, cost
management, estimates of probable construction cost, value engineering,
constructability reviews, pre-bid and bidding phase, environmental, safety and
health management, and final installation of all conventional facilities
construction.
The CM/GC shall demonstrate proven management expertise with quality
control, schedule and budget management for projects of similar size and
complexity. In addition, the CM/GC shall provide efficient and comprehensive
project management through all phases of the project, with particular
emphasis placed on the capability to work in partnership with SLAC,
consultants, and contractors during design and construction.
October 30, 2007
Jess Albino
Facility Advisory Committee
albino@slac.stanford.edu
TEAMBUILDING – COLLABORATION
A Partnering Meeting
One of the most useful models for building a collaborative team is that developed by
Roger Fisher and William Ury in Getting To Yes. This model consists of
the following strategic steps:
1. Separate the people from the problem
2. Separate positions from interests
3. Create options for mutual gain
4. Look for appropriate criteria or standards
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
TEAMBUILDING – COLLABORATION
A Partnering Meeting
Top Five Issues
SLAC LCLS Project Management Team:
1. Clarity of Roles & Responsibilities- SLAC/Turner
2. Surveillance Planning
3. Schedule
4. Compliance
5. Field Quality Control/Assurance
6. Configuration Management – Drawing Changes
Turner LCLS Construction Management Team:
1.
2.
3.
4.
5.
LCLS Team Solutions
Resolve claim issues
Contract Clarification
Turn around submittals and RFI’s
Non-collaboration (No Teamwork)
Trust/Respect
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
TEAMBUILDING – COLLABORATION
A Partnering Meeting
Top Five Issues
LCLS Team Solutions
October 30, 2007
Facility Advisory Committee
1.
Establish Integrated Project Teams (IPT):
(1) Claims
(2) Schedule
(3) Roles/Responsibilities (SLAC/Turner)
(4) SLAC Collaboration
(5) Contract Clarity
(6) QC/QA
a. SLAC
b. Turner
(7) Safety
(8) Teambuilding
2.
Weekly Meetings (Jess, David, Bill, Mike)
3.
Value Engineer Drawing Submittal Process
4.
Enhance Communications Plan
Jess Albino
albino@slac.stanford.edu
Turner Contract Overview
Meetings
OAC (owner/architect/contractor); weekly
Review Safety Performance
Review rolling construction schedule
Review Tunneling progress
Review FCO, COR, PCO
Review Submittals / RFI
Review Minutes
Procurement meeting; weekly
Review FCO, COR, PCO details
Safety: daily at pre-task
Review daily task
Review Permitting
Review JHA
Review Safety
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
Turner Contract Overview
Progress for Invoicing: monthly
Job Walk
Review percent complete
CF/Turner Project Exec: weekly
Review Contract Issues
Cost
Schedule
Staff
Review Construction Issues
Submittals
Lab Coordination
Permits and Approvals
Coordination: as required
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
Turner Contract Overview
Cooperation
Weekly Procurement Status to review:
Potential Change Orders
Field Change Orders
Change Order Requests
Contract issues (fee, markups, etc)
Site visits
Submittals and RFIs
Structural Observations (by Jacobs)
Turner site staff generally very cooperative and insightful
with advice on critical issues and problem-solving.
Legacy issues constantly arising
Often appear as being reactive instead of proactive
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
Turner Contract Overview
Contract Issues
Claims
$4.5M under negotiations by attorneys
Notice-of-Claim from Affholder under Turner review
Turner’s potential claim for delays, etc not fully developed
Fee
Turner requesting higher fee for Change Order Work
Withholding
LCLS withholding $1.4M for CLOC from CM/GC fee
LCLS withholding Turner fee from monthly invoice due to underperformance compared against approved schedule of values
LCLS withholding disputed trade contract amounts
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
Turner Contract Overview
Financial Performance
Comparison based on Turner’s schedule of values
Schedule of values DOES NOT correspond to current
Baseline schedule
Actual financial percent complete significantly behind
the physical percent complete.
Change Orders
Many potential change orders (PCO) logged
Jointly closed out PCO for lack of information
Require too much staff time to process
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
Turner Contract Overview
List of Open LCLS Technical Reviews as of 10/25/2007:
No.:
Description
Date to CF
Assigned
POC
Due
Date
79,427
40,239
11,233
37,500
326,588
06/22/07
06/22/07
08/10/07
08/29/07
McDonald
McDonald
McDonald
McDonald
10/19/07
10/19/07
08/31/07
09/20/07
270,593
(43,876)
08/13/07
02/01/07
McDonald
McDonald
10/19/07
08/17/07
(230,400)
(110,819)
(167,090)
(51,337)
83,924
10,506
44,262
61,726
20,157
15,116
20,219
13,561
5,459
3,723
12,813
11,903
35,185
(152,876)
08/13/07
08/13/07
08/13/07
10/19/07
07/12/07
08/29/07
10/24/07
10/19/07
09/11/07
09/26/07
09/27/07
10/19/07
10/19/07
10/19/07
10/19/07
10/19/07
10/19/07
McDonald
McDonald
McDonald
McDonald
McDonald
McDonald
McDonald
McDonald
McDonald
McDonald
McDonald
McDonald
McDonald
McDonald
McDonald
McDonald
McDonald
08/31/07
08/31/07
08/31/07
11/09/07
08/31/07
09/25/07
11/16/07
11/09/07
09/25/07
10/30/07
10/30/07
11/09/07
11/09/07
11/09/07
11/09/07
11/09/07
11/16/07
Est Price
Settlement
Remarks/Complete Target Date
FCOs
31
41
52R1
55
Ejector Pit
Oil / Water Separator
Headwall Weep Drain Ext
Eng for Shop Dwgs for Bulletin 3
$
Past
Past
Past
Past
Due
Due
Due
Due
09/14/07
09/14/07
09/14/07
10/10/07
CORs
25
32
Relocation of (e) Process Pipe at Pep Ring Road
Temporary Power Routing at Research Yard / Bldg
750 / Trailer City + $927K Allowance Issue
84.1
84.2
84.3
84.4
89
99
101
108
112
116
121
135
136
137
140
141
142
CLOC De-Scope (Top Grade)
CLOC De-Scope (Cupertino)
CLOC De-Scope (A&B)
CLOC De-Scope (Top Grade)
Bid Addendum No. 2 - Conco
Gratings & Embeds in Invert Slab Tunnels
MUA Duct Insulation
Lab Testing of Shotcrete Mix.
6 Outdoor Air Handling Units
Sleeves for NEH per KWI Subm#4I1
Overhead Feeders at Bldg. 3.1
Install 12" Cab Tray in lieu of 24" Hut #3
Add Rebar in GB-1 Cage for CUP Slab
Electrical Chases at Beam Dump Wall
Add Anchors & Straps - HVAC Duct @ NEH & UH
Generators and Fuel at BTH
Elect Feeders - Serv Bldgs 2.1, 2.2, & 2.3
$
$
October 30, 2007
Facility Advisory Committee
Past Due
Need
Comprehensive
CF/Procurement
Meeting
Past Due
Past Due
Past Due
Past Due
Past Due
Past Due
Jess Albino
albino@slac.stanford.edu
10/30/07
Unknown
09/14/07
09/14/07
09/14/07
11/21/07
08/10/07
11/15/07
11/30/07
11/21/07
11/15/07
11/15/07
11/15/07
11/21/07
11/21/07
11/21/07
11/21/07
11/21/07
11/30/07
Turner Contract Overview
Improved Processing of Changes
Procurement authorized to process changes
under $10,000 with CF-Tech Evaluation form
Where negotiated changes are returned, Contract
Administrator is authorized to close out without
second technical evaluation
Single person assigned responsibility for
processing technical evaluations for CF.
Works closely with Procurement to process changes
efficientl
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
Turner Contract Overview
Safety Performance
Turner’s numbers are unacceptable
Safety manager under evaluation
Site and project personnel talk the talk, but…
Need corporate to intervene.
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu
Turner Contract Overview
end of presentation
October 30, 2007
Facility Advisory Committee
Jess Albino
albino@slac.stanford.edu