RTPM Study guide based on actual test
Telecommunications PM Sustainability include:
-Discussing sustainable ideas with the project team from beginning to end - Communicating client sustainability goals and requirements to the project team for incorporation and execution and ensuring these are included in applicable project documentation (design and contract documents) - Overseeing procurement activities for materials, supplies, and services to implement or improve sustainability goals related to protection from damage or deterioration and reducing waste produced from packaging methods and installation activities. These concepts should be incorporated into the overall project design and installation.
What 4 things should a Technology PM understand about their client?
-Industry - Business function - Technology currently in use, including short commings and deficiencies. - Strategic plans and goals of the business.
Developing a Telecommunication Project plan
-Lessons learned - What needs to be done (SOW) - How will accidents be prevented (safety plan) - Who will be affected or be affected by the project? (stakeholder management) - Who should participate in a project plan (OBS) - Who performs which task? (WBS) - When is a job performed (PERT, GANTT, CPM, calendar) - What is the budget (EVM tracking) - How the job status will be tracked (communication plan)
Whatr is the purpose of the project plan?
1 tool for managing the project 2 understanding the work that needs to be done and how it fits in the overall project 3 list of project objectives list of specific tasks 4 schedule 5 staffing assignments 6 roadblocks and how to overcome 7 definition of the documenttation forms and procedures used on the job. 8 away to get a commitment from the project team
What are the 4 major organizations involved in the development of the NCS?
1) AIA - produces the CAD layer guidelines 2) CSI - Construction Specifications Institute - (CSI) produces the Uniform Drawing System (UDS) 3) The National Institute of Building Sciences - is responsible for the administration and development of the standard. 4) Tri-Service (Armed Forces Publishes the Tri-Service Plotting Guidelines.
Legal Considerations for an RFP/RFB
1) Anti-collusion/Anti-trust statements 2) Detailed submittal instructions, including: required documentation Time and date of deadline Acceptable delivery methods 3) Processes for changing or withdrawing 4) Processes for protest 5) Compliance with state and federal regulations 6) Applicable NDAs 7) Conflict of interest 8) Public records Laws 9) Lobbying activities 10) Teaming/ joint venture agreements and many more
What are the four defined layers in AIA CAD Layer Guidelines Hierarchy?
1) Discipline designer, 2) Major Group, 3) Two minor groups, 4) Status (phase)
In the CAD Standard Hierarchy what are the 4 Defined Layer name data fields
1) Disipline Designator—This denotes the category of a subject matter contained on the specified layer; it is a two-character field and may include two levels of designators. 2) Major group - Identifies a major building system; it is a four-character field used to define the major groups further 3) Two minor groups - An optional four-character field used to define the major groups further. 4) Status (Phase) - An optional single-character field used to identify data contained on the layer according to the status of the construction phase.
UDS Module 1
1) Drawing set Organization - Establishes set content and order, sheet identification, and file naming for a set of construction drawings
What elements should be considered in OSP cost estimating assumptions?
1) Length and type of cable 2) Whether the route will be aerial, buried, conduit, or portions of each 3) Number of new poles 4) Number of splices 5) Any special equipment 6) Needs for job trailer
What should be compleeted prior to conducting OSP site surveys?
1) Obtain all available documentation required to perform a thorough site survey. 2) Obtain work safety requirments from AHJ 3) Obtain applicable pole attachement agreements, underground conduit usage, R/W easement ect. 4) contact one call system for locateds on public property. It is an owners responcibility for privite property.
What are the 5 phases of a Design project manager
1) Obtain and examine contract/ project documents 2) Perform site survey 3) Change control system 4) Construction Administration 5) Project closeout
OSP Post Survey Considerations and Tasks
1) Prepare issuable documents 2) Prepare a project cost estimate to the appropriate personnel.
TCPI
(BAC - EV) / (BAC - AC) CPI needed to meet the original budget.
PERT Calulation
(optimistic + (4 x Most Likey) + Pessimistic)/ 6 =
Sustainability Current and ongoing issues concerning ICT infrastructure include:
* Awareness and effort by clients to reduce their carbon footprint. * Short life cycle of many ICT elements due to technology enhancements, obsolescence, and changes in business strategies. * Local and regional regulatory requirements related to sustainability goals
The PM's Role in Sustainability
* Discussing ideas with the project team * Communicating clients goals Overseeing procurement activities Note: If sustainability goals were not included by the original designer the telecommunications PM should recommend designer changes to include sustainable elements.
Project Constraints (Country/ region)
* Local culture *Political conditions *Local Security posture - crime rates & Types, local law enforcement presence *Offical Languages * fees and taxes *local holidays * work hours and schedule
Project Constraints (Project Location)
* Project site access *Material availability *Labor Availability *Material storage *Labor Availability *Parking for work vehicles and delivery
A sustainabile network design should focus on
* Reducing cable tray * Less cable *consolidating power and switching equipment, thereby using a minimum number of racks * Preparing for future upgrades * Optimizing material and product design Network topology to ensure longevity and improve energy efficiency.
Project Constraints (Project site Environment)
* Weather and climate conditions *Environmentally sensitive areas * Zoning restrictions * location to hazardous materials Areas subject to rules and regulations (confined spaces)
What documents should the QA plan have?
- Client progressive acceptance signoffs - Field test Reports -Inspection reports - Photographic records - Certifications and Calibration records
The Telecommunications role is affected by:
- Current and future Technology - Availability and suitability of required resources. - Complex equipment - International, national, regional, and local codes. - Intricate and evolving designs.
CAD Standard Hierarchy 4 Defined Layer name data fields 1) Disipline Designator
- Denotes category of a subject matter contained on the specified layer; it is a two- character field and may include 2 levels of designators.
What are the basic steps to TPM
- Developing a plan - Implementing the project plan - Tracking and managing the project - Closing out the project
Technology Responcability Matrix
- FFE - Statement of Work - Technology Systerms - Technology spaces
What are the Types of symbols in the NCS (National Computer Standard)
- Reference - Line - Identity - Template - Material - Text
What Documents are included in the Project Safety Plan?
- Training and meeting attendance logs. - Training certification forms - Safety topics addressed - incident reports - photographic records - investigative documentation - Workplace hazard Assessment form
Design phase
A drilled down process that leads from big picture items to detailed documentation that communicates design intent to a contractor.
AHA
A formal analysis of potential hazards which could occur on any kind of work site. These are required on Military projects.
RFP
A invatation for contractors to submit proposals for services (Design build contracts)
Initial Construction meeting
After the design is completed, the telecommunication PM should hold a meeting with the entire ICT system installation team to review the SoW and assign responsibilities to everyone involved. A site pre-construction survey is scheduled, and the project implementation plan can be reviewed and updated as necessary.
How often should the cabling Installation schedule be updated?
Cabling schedules should be updated daily, the update needs to include the days progress, any supporting documentation that will lend credibility to delays encountered in the project should be referenced in project schedule.
EAC
Calulates the total actual cost of the project at completion if the CPI remains the same.
Which of the following options are benefits of using a parametric estimate? Select all that apply
Can check an analogous estimate based on dollar/foot, dollar/drop time, and cost, Develops a rough order of magnitude estimate
Design Project Management (Phase 3)
Change control system
Review cabling pathways routes and equipment locations Special Design Considerations
Clean rooms Storm harden areas Wet/ damp/ hot areas
Who are the design team members?
Client Architect PE Consultaint
Stakeholder management "Keep satisified"
Client President Financial sponsors cheif finance officer AHJ general contractor.
Post construction Phase (Client)
Client is accepting responsibility for operation of building.
Project Stakeholders: (Sponsor)
Client or group that provides financial support for the project. Generally the person who initiates the project.
CAD "UDS"(Module 8)
Code Conventions It identifies types of general regulatory information that should appear on drawings, locates code-related information in a set of drawings, and provides standard graphic conventions. It can also be a tool to expedite code review by designers and plan review authorities.
Commissioning Documents (Process documents)
Commissioning plan Reporting Forms Schedules and timelines Meeting minutes and progress reports Conflect and Resolution records Startup and testing plans and schedule Training program
Project Assumptions
Common assumptions for both new construction and retrofits Environmental hazards Never assume all existing premise ICT is documented The basic building structure is completed and can support ICT installation
RFP
Commonly used for design build contractors
Construction Document (CD)
Communicate the client's detailed requirements, coordination, and quality requirements in a set of CD drawings and specifications. Typically signed and sealed by designers.
What is the purpose of the Acceptance Phase Commissioning in a new building?
Conducting required tests on the integrated systems
Which environment is covered in OSP Design Checklist Reference #7?
Conduit Environment 7.1 Conduit discription 7.2 Conduit configuration 7.3 Innerduct description 7.4 Tie-in measurments 7.5 Wall to wall measurements from HH to MH and EFs
When reciving materials
Confirm that the materials recieved are sufficient to accomplish the SoW.
Commissioning Documents (Verification Documention)
Construction observation reports Commissioning issues log test reports -
What do Construction specifications include?
Construction specifications include project product execution requirements, which are contained in the construction specifications. Specifications include and identify major components to be used, applicable standards, performance criteria warranty, and testing methods. With other documents specific to the project, the specifications form the basis of contractual requirements.
Who are the project team members?
Consultaints Engineers Supervisors Client's O&M staff Customers Manufacturers Vendors Suppliers Adminastrative regulatory and gov. other trades
Contract payment (Lump Sum)
Contractor is paid a single amount fixed by the excuted contract for all labor and materials expended to complete the project, regardless of time or quantity involved in performing the work.
(Contract payment) Payment Schedule and Progress Payments
Contractor is paid for work completed during the execution of a contract at a certain designated points (milestones) durning the contract duration. These payments may be based on unit pricing (contract contains negotiated prices for labor and material elements) or time and materials.
Types of Contracts (Stipulated Sum)
Contractor submits a fixed price for SoW, Mostly Low Bids, can be negotiated
Developing a Quality Plan (Client Supplier Model)
Contractor to build a feedback loop to supplier
What does the U.S. National CAD Standards (NCS) do?
Coordinates CAD-related publications of multiple organizations.
Project Required Communications (Contractors)
Coordination of schedules, blueprints, building access, storage, and required meetings.
Site Survey Methods (Preparation and included items)
Copies of drawings and specifications for Scope of work Identify specific locations (drawings might not show all obstructions) Check List: Developed prior to a site visit and used on-site visit to identify actual or potential issues. Observed issues should be photo-documented while on-site
CV
Cost Variance (EV-AC) cost baseline comparison
Integration Management
Covers the breakup of a larger project to multiple small projects or conversely running several small projects as one . it also includes the integration of various sub-contractors into the organization under an integrated plan.
What method helps in identifying the longest sequence of activities in a project?
Critical Path Management
Cost Constraints (indirect)
Customs duty Tariffs Exchange rates Value added/sales/excise tax - Taxes for purchased goods and services that are paid to a government entity. these taxes may apply to all items purchased within a particular gov. enitity
Design-Build
DB is a delively method whereby the client contracts with a single entity known as the DB team. The DB team consists of the GC, subcontractors, and design professionals. In this delivery process, the construction typically is overlapping the design phase. This allows for an expedited schedule while minimizing any potential risk for the client. Unlike the DBB scenario, the design professionals generally work directly for the contractor.
What should be examined in OSP project management?
Daily field reports
What are the 4 objectives of AIA CAD Layer Guidelines
Introduction - Overview, history, and highlights of the changes to the AIA CAD Layer Guidelines. Layer Name and Format Concepts and guidelines for 23 types of layers. Layer List guidelines for 23 types of layers. Commentary on the NCS and ISO 13567 - Discusses the relationship between the NCS and ISO 13567, the international standard for organizing and naming layers for CAD.
RFP
Invitation for contractors to submit a proposal for services. Labor & Materials
Project Delevery Type: Design Bid Build
Is a delevery method whereby the client contracts with separate design and construction firms for a project. The three phases of the process are desigh, bid, build. The design phase consists of design professionals working directly for the client, providing services that the documents for building for contractors. Once bids are recieved from the contractors, the client and design professional will review these bids to award the contract. The final phase is the construction phase, which consists of construction of the facility. The design professional typically will also have a role in overseeing the construction at a clients request.
IPD - Integrated Project Delivery
Is a way to orgnize project teams to work in a more creative and productive manner. This approach intergrates all aspects of the design and construction process into a single team effort. This includes design professionals, CM and contractors. IPD uses a three -proned platform with the client as one entity, the design professionals as the second, and the contractors as the thirt. The client, design professional, and contracctor set as the core group that manages the IPD process.
Project plan
Is an essential design for the management and tracking of project goals. From the intial construction meeting to closeout, the plan helps to monitor and assess the progress of the project.
Bidding Roles (Client)
Is responcible for bidding and contract requirments, and coordnaites advertising or sending invitations to the prospective bidders.
AC (ACWP)
Is the realized cost incurred for the work performed on an activity durning a specific time period.
What Does the AIA CAD Layer Guidelines Allow?
It allows building construction data to be organized and managed using standard CAD layer and file designations. Introduction - Overview, history, and highlights of the changes to the AIA CAD layer guidelines Layer name format - Consepts and guidelines behind the layer types. Layer lists - Guidelines for 23 types of layers Commentary on the NCS and ISO 13567 - Discusses the relationship between the NCS and ISO 13567, the international standard for organizing and naming layers for CAD.
What does the Discipline designer denote in AIA CAD Layer Guidelines Hierarchy?
It denotes the category of a subject matter contained on the specified layer and is a two-character field.
What is the purpose of the Major Group in AIA CAD Layer Guidelines Hierarchy?
It identifies a major building system and is a 4-character field.
What is a warranty audit in commissioning?
It is an evaluation to confirm that the installed systems meet warranty requirements
What is a site audit in commissioning?
It is an inspection of the site to ensure compliance with specifications and regulations
What is the significance of the Status (phase) field in AIA CAD Layer Guidelines Hierarchy?
It is an optional single character field used to identify data according to the status of the construction phase.
When should a Document Deposatory be started for a project?
It is highly recommended that a documentation repository be created at the start of a project.
What is baseline performance documentation in commissioning?
It is the initial documentation of the performance metrics before testing and adjustments are made
Work Breakdown Structure (WBS)
It must cover the elements of the project's end product or deliverable and also all the elements of the project, including: 1 Planning 2 Implementing the project 3 Closing out the project. It should be as specific as possible.
Project Required Communications (Administrative)
Job Location, ordering and delivery schedules, verification of specifications, tools, materials, and equipment requirments.
Stakeholders: Functional managers
Key individuals who play a management role within an administrative or functional area of the client's business, such as human resources, finance, accounting, or procurement.
Post construction Phase Client "Staff"
Learning how new systems work finalizing move in activities and first use.
Telecommunications PM is typically responcible for .... durning the mobilization period
Leasing field office Approval of initial invoices for tools and equipment purchase/lease/rental required to begain the work Arrange for material storage space Establishment of project control procedures.
Lessions Learned
Lessions learned includes a corrective action program for the purpose of continuous quality improvement.
What does LCA stand for in sustainability?
Life Cycle Assessment
Line symbol in the NCS (National Computer Standard)
Line - Indicates continuous objects and are either single or double lines. These symbols are also scale independent.
Effective Communication Skills (ICT PM)
Listen attentively & take notes Provide complete information about the project Respect the values, and beliefs of others Always find at least 1 positive thing to say Praise in public, correct in private Seek the understanding of others
Stakeholder Keep Satisfied
Little to no interest in project but wield authority, must be part of the communication plan
Types of Bids
Lowest cost qualified bid Negotiated/ best value
What does the Optimistic estimate represent in PERT?
Lowest projected cost or fastest time
Contract Payment Methodologies
Lump Sum Payments Payment schedule and progress payments Incentive/ penalty payments Retainage Damages
What is considered for manhole (MH) entry/egress in special plant surveys?
MH guard 4 gas detector MH ladder ventilation blower rescue retrieval system
What client-related task is part of OSP project management?
Managing pay requests
What is the third task in an OSP site survey regarding vegetation?
Mark any ground level or aerial vegetation which must be cleared
What is the first task in an OSP site survey?
Mark site drawings and photos with specific observations
Material symbol in the NCS (National Computer Standard)
Material - Graphically indicates certain materials and are used to help the reader differentiate one material from another. These symbols can be either scale-dependent or scale-independent.
Storing materials at a Company - Controlled location
Materials can be stored at the installation contractor's office if they are close to the project site and sent to the job as needed.
What is done during the final walkthrough in OSP project management?
Meeting with on-site management
Sustainability (Energy)
Methods and procedures to reduse the use of fossil fuels in the manufacture, transport, storage, installation, and use of elements as part of the design, install, and operations.
Project Plan Specifics
Milestones or check points should be identified on the project plan by the telecommunications PM to ensure the ICT team is meeting all SoW contractual requirments. Communication is critical to success.
What does OSP Design Checklist Reference #9 encompass?
Miscellaneous 9.1 Grounding and bonding 9.2 Caution information 9.3 Transfer splicing 9.4 Balanced twisted- pair cross connect box information 9.4 Balanced twisted pair cross connect box information 9.5 Lightning protection 9.6 Optical fiber patch panel
Risk Mitigation Strategies 4
Moderation - attempts to reduce the probability or consequence of the risk to an acceptible level (address the issue before it becomes an issue)
How does moderation help in risk mitigation?
Moderation in risk mitigation involves adopting early action plans to address issues before they become problematic, such as using simpler processes or adding more resources or time.
Developing a Communication Plan
Mostly reports and tasks who's accountable is not part of this process.
OSP Design Checklist contains ?
Multiple categories with many sub-listings of line items that may need to be considered, and it also provides additional information for interdepartmental requirements (Accounting and Operations)
Is adopting the National Computer-Aided Design (CAD) Standard (NCS) mandatory?
No, it is voluntary However most government agencies have adopted the standard.
What is the function of Concept Drawings in ICT projects?
Non-linear drawings showing how an installed system will function
What aspects are covered in the 'Functional Testing Components' for expected outcomes?
Description of expected results, Sampling strategies
Project Required communications (Consultaint)
Design and product specification issues
Meetings
Design coordination Client review and approval (end of SD and DD phases)
Commissioning Documents (design)
Design intent Basis of Design Building drawings General equipment specifications system submittals project client requirments architectural requirments change orders sequence of operations
Commissioning documents (Design Documents)
Design intent Basis of design Building drawings General equipment specifications System submittals Architectual requirements Project Client requirments Change orders Sequence of operation
What does 'Functional Testing Components' entail in terms of operation?
Detailed sequence of operation, including set points, Scheduling requirements, Special requirements, warnings, etc.
What is the second task in an OSP site survey?
Determine the best EP into the building
What do AV System Diagrams illustrate?
Diagrams related to audio-visual systems in the project Audio flow Video Flow Remote control system connection Simplified line drawings
What environment is discussed in OSP Design Checklist Reference #6?
Direct Buried Environment 6.1 Direct buried/ direct buried joint (with other cables) 6.2 Pedestal or Splice vault information 6.3 Station marker/ components 6.4 Underground Utilities
Cost Constraints (direct costs)
Direct costs Labor (union /non union) and cost differential Purchase of rental equipment and tools Permits, license, inspection services Utilities, waste disposal, noise and dust mitigation
What is done during the Post Acceptance Phase (Commissioning) regarding document storage and modifications?
Documents are defined, stored, and modified
Final Commissioning Report
Does not include a Calibration report. Includes summaries of the previous commissioning processes and forms.
CAD, UDS (Module 4)
Drafting Conventions Addresses standard conventions used in drawings (e.g., drawing orientations, layouts, symbols, material indications, line types, dimensions drawing scale, diagrams, notation, cross-referencing).
CAD, UDS (Module 1)
Drawing set Organization Establishes set content and order, sheet identification, and file naming for a set of construction drawings.
Identity symbol in the NCS (National Computer Standard)
Identity - Indicates individual objects and is generally used in mechanical and electrical drawings. The often symbolize the object or work result without necessarily resembling the object. Consequently, these symbols are scale-independent.
Design Project Management (Phase 3) Change control system
If a change is required post-site visit, a formal change request must be made in accordance with the project's change control process. One should be implemented if the project has not already identified a change control system.
What do you do if damaged items are kept?
If damaged materials are kept, indicate the extent of the damage on the packing slip and the shippers manifest for future claims processing.
Bonding requirments
Performance Bond - Financial guarantee to the client that the work will be completed as required and serves as evidence of the contractor's qualifications to perform the work successfully. Bid Bond - Financial guarantee that a contractor will enter into and successfully execute a contract with the client to perform the work. Lien Bonds - Guarantee that the contractor will pay all obligations for labor, including the contractor workforce, any materials, and sub contractors
What activities are involved in the Construction Phase?
Performance and milestone monitoring, Completion of pre-functional testing, submission of field inspections and progress reports, monitoring of the change order process and approval authority, documentation, and approval of any modification of the design intent.
Waht are the four main types of specifications that can be used to define design requirments?
Performance- focus on results Prorietary - Specific brand names Descriptive - Focus on exact properties and install methods Reference - Requirments based on established standard
Perform Pre-construction Site Survey Who should be there?
Performed by the Telecommunications PM and contractors also can include client representive.
Progress Meetings
Periodic progress meetings should be held for every project.
Design Project Management (Phase 4) CA (Construction Administration Tasks)
Periodic site inspections by PM or QC inspector. Discrepancies/ deficiencies are noted and submitted in writing to Telecommunication PM via a formal report The PM will submit the report to the site foreman to ensure items are addressed. near the end of the project the telecommunications PM and possibly the project RCDD will conduct an ICT punch list in writing and write a formal Punch List Report and submit to the site foreman for corrections.
Project Required Communications (Regulatory and gov. staff)
Permits inspections regulations and code clerification
Business Development Plan
Personal experiance and feedback from current and former clients should be leveraged to accuratly identify the market opportunties and develop, modify, and maintain service offerings to Identify and cultivate potential clients Develop those business opportunities to the benifit of the company in terms of profit and growth. (Differentiate the company from the competition.
Stakeholders: Owner/ client / user
Persons or orginizations that will be the primary beneficiaries of the completed project. They may be internal or external to the performing orginazation.
Stakeholders: Client portfolio manager /portfolio review board
Persons responsible for strategic planning of projects and programs for an organization. These individuals ensure that projects and programs meet the organization's overall long-term objectives.
Risk Management ranks
Probability Severity
What does PERT stand for in project management?
Program Evaluation Review Technique
Phases of Commissioning Process
Program phase Design Phase Construction Phase Acceptance Phase Post-acceptance phase/warranty phase
Project Constraints
Project Assumptions Overall SoW to be performed Cost Time Reputation Project site environment Project location Each project will have a unique set of constraints which it is the Telecommunications PM's responsibility to identify and proactively manage.
Design Project Management (Phase 5)
Project Closeout
Project Required Communications (Client & Project Managers)
Project Schedules, test results, safety and security issues, progress reports, and potential problems or delays
CAD, UDS (Module 3)
Schedules It sets consistency in format, terminology, and content. Additional guidelines include how to create a project-specific schedule and an organizational system for identifying and filing schedules.
What information do One Line/Riser diagrams provide?
Schematic of ICT riser cabling, horizontal cabling, pathways, and spaces
OSP Cost Estimating Fees
Service fees (consultaint, designer, inspector) Materials such as maps documentation, plotting
Risk Mitigation Strategies 3
Sharing - may be possible to share the risk with client, 3rd party vendor stakeholder
CAD, UDS (Module 2)
Sheet Organization Provides format for sheets. Includes drawing, title block, and production reference areas and their content. Also includes a coordinate-based location system and preffered sheet sizes.
Executive Summary
Should be based on all verified information available to the project team, including all pertinent documentation, results of site surveys, and interviews.
What is the purpose of Floor Plans in ICT projects?
Show dimensional relationships on each floor, telecommunication space, work area, and prime pathways
OBS "Orgnization Breakdown Structure"
Shows who is responsible for other team members. simular to a RACI chart regardless of the pay scale or hierarchy
Design Project Management (Phase 2) TASKS
Site Survey Preparation Obtain list of site contacts for access and scheduling Obtain permission from owner for use of recording and pictures prior to site survey
OSP Cost Estimating Restoration
Site restoration of distirbed areas
Design Project Management (Phase 2)
Site survey for existing conditions uncovering any installation issues along with conflicts with other work. These can be addressed prior to the commencement of design tasks.
Storing materials at the distributor
Some distributors will deliver directly to the project (job).
OSP Cost Estimating (Hourly or unit)
Splice crews Aerial Crews Underground Crews Buried/ conduit crews Drop Crews
PERT developing a schedule Start - Finish
Start - Finish install fiber can not finish until ordered fiber starts
PERT developing a schedule Start - Start
Start - Start Bond basket tray cannot start until hang basket tray starts
Types of Contracts
Stipulated Sum Cost Plus Fee Unit Price
Bidding Roles (GC, Sub)
Sub submit bids to general contractor and general collects bids from subs and submits the bid package to the client.
What documents are submitted during the Design Phase?
Submission of: design intent documents, Review of SOW, Review of systems for maintainability
How are submittals tracked?
Submittals and their status are tracked through either: - Contract documents requirments listing - Requirments tracking matrix
What are some typical items required during the submittal process?
Surety Bond - promise of debt obligation Bid Bond - Contractor to fullfill their stated obligations Performance Bond - Fulfill contractural obligations Payment Bond - Ensures sub contractors and employees will be paid as well as suppliers. Certificates of insurance and Bonds
What equipment is used for precise location measurements in special plant surveys?
Survey grade GPS
CAD , "UDS" (Module 6)
Symbols This document addresses commonly used standard symbols, classification graphic representations, and organizations in creating, understanding, and fulfilling the intent of CDs. The symbols are categorized using Master format numbers and titles for easy referencing and are a product of a joint effort with the CAD GIS Technology Center.
What equipment is used for aerial measurements in special plant surveys?
Telescopic measuring stick
Template symbol in the NCS (National Computer Standard)
Template - resembles the actual objects being symbolized. These symbols are scale dependent.
CAD, UDS (Module 5)
Terms and Abbreviations It provides standard terms and abbreviations used in CDs and specifications. It also provides consistent spelling and terminology, standardizes abbreviations, and notes common usage.
Text symbol in the NCS (National Computer Standard)
Text - Graphically indicates a word or words and may be used in notations on drawings. Text symbols are symbols that are commonly found on a computer keyboard.
Progress meetings When you have several contractors should include?
The CM and subcontractors should attend and participate in these meetings.
The following status update is provided to you at the end of week 3 of a 4-week project. refer to the data in the following report to answer the question. What is the estimate at completion for this project based on the Week 3 status Report? Round up to two decimal places.
The EAC is calculated using the following formula: Budget at Completion (BAC)/Cost Performance Index (CPI) = EAC. The BAC for this project is the planned value for Week 4: $6000. The CPI is calculated using the following formula: EV/AC = CPI. $6000/$7900 = 0.76 (TPMRM: Page 1-76, Table 1.10) Therefore, the EAC is $6000/0.76 = $7894.74 (TPMRM: Page 1-76, Table 1.10)
Closeout Activities include an additional project meeting
The GC, Client or Client's representive may require a post-installation review meeting to cover lessons learned on the project.
What are the CAD standard of Hierarchy of data fields?
The Layer name format is organized as a hierarchy allowing users to select from options from naming layers according to the level of detailed information desired. Layer names consist of distinct data fields separated from one and another by dashes.
What was included in the masterformat before 2004?
The Masterformat included 16 divisions as well as a summary of the front-end requirments. Telecommunications SoW was included within the electrical scope of Division 16, and work areas were found on the e drawings. This is still prevalent in the design and construction industry.
What is acomplished in a progress meeting?
The Meetings ensure that team members know the status of the project and what is expected of them. Work progress as well as issues and risks with ways to overcome them should be addressed and agreed by all parties.
OSP Cost Estimating
The OSP PM can oversee the development of cost estimates for an OSP project.
OSP Design Checklist
The OSP design PM should coordinate the use of the design checklist with the OSP designers. An OSP Designer or PM reviews all the line items on the entire checklist.
What are the PM responcibilities for project closeout
The PM should create a checklist based on the project plan deliverables to ensure the ICT team has met all their contractual agreements .
Who's responcibility is it to determine and/or recommend a life cycle maintaince plan including training, applicaple warranties, optional service contracts, and optional on - site support.
The Project Team
Project Log Contents
The Project log provides a place to record detailed notes on any issues that arise including the: - Date and time - First time the issue was recorded - Resolution date. - Individuals involved - Description of each issue - Description of resolution
The telecommunications PM will record project activities when and where?
The Telecommunications project PM will use the project log to record all activities associated with the project. It is especially importaint to log occurrences that may result in scope changes that could have a financial impact on the cabling installation company. This could be requested by the GC or client.
Who should identify the risk level of a delay?
The Telecommunicatyions PM should identify the risk level of the delay and whether a contingency was put in place to correct or adjust the schedule.
What is the UDS?
The UDS is produced by the CSI and is a standardized system for organizing and presenting building design information.
Risk management (client)
The client needs to be involved at each step for the decision making process.
Porject Closeout Phase
The close out phase of a project typically begains at the end of the testing and commissioning phase and ends with the final acceptance of the project.
How does a design project manager assist in the evaluation and selection of a vendor/contractor/installer?
The design PM assists in the evaluation and selection of a vendor/contractor/installer.
What is the role of a design project manager in coordinating ICT work with other design disciplines?
The design PM coordinates ICT work with other design disciplines and may assist the client with preparing bids, quotes, and proposal documentation.
Risk Management Plan (managing the project schedule)
The risk management plan will require verification and updates as required. The project sponcor or stakeholder will have the final authority to the changes made to the schedule.
What information should be obtained from the site survey for OSP cost estimation?
The site survey should provide details to break down the job into elements such as cable length and type, route type, number of poles, number of splices, special equipment needed, and requirements for a job trailer.
Technology Responsibility Matrix
The technology responsibility matrix includes key information about furnishings, the statement of work, technology systems, and technology spaces. It does not, however, include information about the commissioning or QA plans. (TPMRM, page 1-24)
General Construction project meetings, who should attend?
The telecommunications PM should attend and participate in these meetings to ensure that all concerns are addressed. This helps foster proper coordnation between the ICT systems install team and other contractors on the project.
Who ensures that all accounting functions are addressed durning the duration of the project?
The telecommunications PM will need to ensure that all accounting functions are addressed durning the duration of the project, including accounts payable and accounts receivable.
Types of Contracts (Unit Price)
The unit price is used when the actual SoW cannot be determined at the time of the bid. The key, to provide a realistic estimate of the quantities for a given type of activity. Could also be required when submitting an RFQ/RFB.
Project Constraints (Reputation) Client
are applicable client requirments/ restrictions/ expectations communicated clearly to the project team at the begaining and throughout the duration of the project? Does the client have a history of prompt payment of submitted invoices If changes are requested by the client during the project, will they be negotiated in good faith with the applicable project team members, and will the client accept any cost/time impacts?
Developing a Quality Plan (Client Satisfaction)
asking clients if they we satisfied with the work
Labor Costs (Direct Labor)
based solely on salary or hourly
Scope of work timeline should include
bid closure dates notice to award NTP proposed duration of project in days significant interim milestones substantial completion final acceptance/ turnover
Commissioning Documents (Process documents)
commissioning plan reporting forms schedules and timelines meeting minutes progress reports conflect resolution startup and testing plans and Schedule training program
Commissioning Documents (verification documents)
construction observation reports commissioning issues log test reports: Manufacture contractor Commissioning agent final commissioning report
PO (Purchase Order)
contract with terms and conditions and used to purchase materials for a project. For accountability purposes, a good practice is for one person to obtain quotes, generate POs, and place material and equipment orders with suppliers.
Developing estimates (subcontractors)
cost and time estimates
What is included in an RFP/RFB contractor responce?
cover letter Executive summery Background and experiance Description of proposed solution/ services Concept drawing Proposed pricing Proof of ins. Business references
Bidding Roles (CM)
depending on the nature of the project may also help in evaluation and determining the successful bidder.
Stakeholder management "Keep Informed"
design consultaint (client) Department heads Community advocates Client staff Vendors End user
Developing estimates (Definitive)
developed by material and labor take offs
Developing estimates (Engineering)
developed by the client for budgetary purposes
Developing estimates "bottom up"
estimation of each work package in the WBS
Post construction Phase Architect
final acceptance contract closeout record drawings to as-builts
Post construction Phase Engineer / consultaint
final punch reviews commissioning and testing System as- built documentation being completed
PERT developing a schedule Finish - Finish
finish - finish Labeling outlets cannot finish until testing finishes
Commissioning Systems
fire protection, security, HVAC, controls, IT infrastructure, grounding, leak detection systems
Developing a Quality Plan (Conformance)
first step in the quiality evolution, physical quality (neatness, test results)
Stakeholder Manage Closely
first to know good or bad news, in the must know.
Performance Specifications
focus on results
Multiple prime bid
in the US bidding laws often require the MEP portions of the work to be bid and contracted separately.
Labor Costs (loaded Labor)
includes all employer benefits
General conditions (elements of design)
insurance cost Legal costs (agreements) Advertising for bidding Bonding Contingency costs
Bidding roles (Design Team)
participate durning the evaluation or negotiation of the bids and helps client determine successful bidder by considering alternates, substitutions and any VA activities.
Subcontract costs
percetage value for subcontractors mobilization, office, items used in their job (software, computer, ect)
Proprietary Specifications
specific brand names and models
Bid bonds/surety bonds
to ensure that the successful bidder will accept the contract once awarded and has responded accurately to the RFQ specifications.
Client Needs Assessment
will include any site and security requirements
What does Gantt chart represent in project management?
Schedule of activity, bar chart
What details are included in Enlarged Room Details drawings?
Cable terminations locations, equipment locations, cross-connects, and electrical services in a room
PERT developing a schedule finish to start
Finish - Start Pulling cable can't start until installing conduit finishes
Post construction Phase Contractor/sub contactor
Finishing up construction activities resolving issues on punch list
Review cabling pathways routes and equipment locations for additional costs
For purpose of budget calulation review special situations where A lift might be needed X raying concrete Asbestos Abatement Document all with written notes and pictures
PV (Planned Value)
Formerly BCWS was defined as the authorized budget assigned to scheduled work
What does HPD stand for in sustainability?
Health Product Declaration
What does HPDC stand for in sustainability?
Health Product Declaration Collaborative
What does the Pessimistic estimate represent in PERT?
Highest projected cost or longest timeframe
CM (Construction Manager)
Hired by the client to assist with the management of the bidding process and construction activities.
Risks Storing materials at the distributor
Hours of operation and availability Delevery delays Materials sold to another customer Problems with payment to manufacturers could cause a delay in delivery from distributor.
Feasibility study (master planning)
ICT professionals not only will help plan for the clients short term but also long term goals
Risk Management review cycle
Identify assess respond review
Design Project Management (phase 1, tasks)
Identify all project stakeholders and their contact information. This should be published to the team members. Review contract/project documents to ensure all the required documents are present. Building /site drawings As-built documentation Project specifications SoW Material/labor takeoffs Clients technology standards and planned technologies Obtain any missing documentation Confirm MEP has access to all applicable documents Once designers have completed checking documents for code, standard compliance, and the design quality for any E&O, document the challenges and required corrections for the change control process, considering the impact. Schedule a technical review with the client, tenant, and end user.
Risk Management Plan
Part of the project planning and development, all risks should be identified and all stakeholders must agree on a strategy to reduce or eleminate the risk and a responce plan such as a contingency or mitagation plan.
Receving materials
Review the project plan for specific methods to be used in accepting costly materials. Physical tests may be required before accepting.
What is done before turnover during the Acceptance Phase Commissioning?
Reviewing all test and maintenance criteria
Client PM
Acts as the clients rep. in overseeing project design and installation activities. Monitors progress of the work per the approved project schedule. May inspect completed and final acceptance phases of a project.
What does OSP Design Checklist Reference #5 consider?
Aerial Environment 5.1 Anchor/guide 5.2 Lash/strand/self-support 5.3 pole information 5.4 span measurments 5.5 Pole Calulations 5.6 Expantion loops
When can materials and billing start on a project?
After the NTP has been granted
What is risk mitigation?
Risk mitigation attempts to reduce the probability or consequences of a risk event to an acceptable level.
Project Constraints (Reputation) Design team
Are there enough certified/ licensed individuals with the necessary experiance and skill sets available for the work? Can designs be produced with a minimum chance of potential E&O claims Is there a robust QA/QC process inplace
Project Constraints (Reputation) Contractor
Are they known for producing quality work within the timeline of a project with minimal impact to client and public. Do they support a strong safety culture for their employees?
Substantial Completion
As defined in the AIA General Conditions, completion of a project to the point where the owner can occupy all or designated portions of the work for the purpose for which it is intended.
Typical closeout activities
1) Reviewing and submitting test results. Ensure they comply with appropriate naming convention per client requirments. 2) review and submitting as-built drawings with labels 3) Reviewing and submitting manufacturer's warranty documentation 4) reviewing and adding photos of the final project. 5) Documentation of device addresses, identification codes, locations, serial numbers, and MAC addresses 6) provide patching matrix Obtaining transmittals for non-installed equipment like patch cables, spare parts, equipment cords 7) Reviewing original SoW to develop punch list items, missing items, removing of construction materials from site, record missing documentation and test results. 8) Training clients and stakeholders 9) Complete O&M manual 10) final walkthrough with client or representative 11) communication of final completion via a project completion letter, the submittal of the project closeout package to the client upon receipt of final payment.
What are the 3 basic locations to store materials for a project?
1) Work site 2) Company controlled location 3) Distributor from which the materials were purchased. The best alternitive could be all 3 locations
OSP Pre construction/ Pre Installation Considerations and tasks
1)Confined spaces may require coordination with local first responders 2) May need to contact the 1 call system 3) contact private property owners regarding private utilities
Defined Layer name data fields 2) Major group
2) Major group - Identifies a major building system; it is a four-character field used to further define the major groups
UDS Module 2
2) Sheet Organization - Provides a format for sheets, including drawing, title block, production reference areas, and content
What does OSP Design Checklist Reference #2 focus on?
2.1 Applicable Codes, Standards, Regulations 2.2 Required Information (Pre-Design preparation) 2.3 Cable ID 2.4 Telecommunications ER direction 2.5 Streets 2.6 Loop and Count Qualifications 2.7 Facilities Lifecycle 2.8 Regroup 2.9 Splice to splice measurements 2.10 terminals involved 2.11 Balanced twisted pair wiring limits 2.12 Permits and Rights of ways 2.13 Fill boxes 2.14 Conductor/Transmission Study
Specification Example
27 13 23.13 27 - represents the fisrst level or division, which is telecommunications 13 - represents the second level entry, which in this case is Optical fiber backbone. 23 - represents a third level entry, which for this particular third level is for Communications Optical fiber backbone cabling 13 - Is the fourth level, which has been assigned for this level three as communications Optical fiber Splicing and terminations.
UDS Module 3
3) Schedules—This sets consistency in format, terminology, and content. Additional guidelines include how to create a project-specific schedule and an organizational system for identifying and filling schedules.
CAD Standard Hierarchy 4 Defined Layer name data fields 3) Two minor groups
3) Two minor groups - An optional four - character field used to furtur define the major groups.
UDS Module 4
4) Drafting Conventions - Addresses standard conventions used in drawings (e.g. drawing orientation, layouts, symbols, material indications, line types, dimensions, drawing scale, diagrams, notations, cross-referencing)
CAD Standard Hierarchy 4 Defined Layer name data fields 4) Status (Phase)
4) Status (Phase) - An optional single-charactor field used to identify data contained on the layer according to the status of the construction phase.
UDS Module 5
5) Terms and Abbreviations - Provides standard terms and abbreviations used in CDs and Specifications. It provides consistent spelling and terminology, standardizes abbreviations, and notes common usage.
UDS Module 6
6) Symbols— This section addresses commonly used standard symbols, classifications, graphic representations, and organizations in creating, understanding, and fulfilling the intent of the CDs (Construction Documents). The symbols are categorized using Master Format numbers and titles for easy referencing and are a product of a joint effort with the CADD and GIS technologies.
UDS Module 7
7) Notations—This section provides guidelines for notation classification, format, components, and location, including the use of notes, terminology, and links to specifications.
How many interrelated modules are part of the UDS?
8 modules
UDS Module 8
8) Code Conventions - Identifies types of general regulatory information that should appear on drawings, locates code-related information in a set of drawings, and provides standard graphic conventions. It can be used to expedite code review.
When should the telecommunications PM send a copy of the RFP/RFB to legal?
90%
CPI below 0.9
A CPI of 0.9 or below could indcate uncontrolled change (scope creep)
CPI above 1.1
A CPI of 1.1 or above could indicate missed portions of work.
Types of Contracts (Cost plus fee)
A Contractor is rembursed for actual costs plus a fee. Might be required to state a GMP. There can be shared savings and often leads to VE.
What should the telecommunication PM created to support project objectives?
A List of target objectives Milestones & Goals Job location work area Client requirements project schedule Materials safety code
Performance Bond
A contract bond guaranteeing that a contractor's work will be completed according to plans and specifications. also serves as eveidence of the contractor qualifications to perform the work successfully.
kickoff meeting
A meeting used to initiate the start of the project; typically attended by all the key stakeholders; can be done when Initiating or Planning is complete depending upon the organization. will include contract documents such as the signed contract.
EVM (Earned Value Management)
A methodology that combines scope, schedule, and resource measurements to assess project performance and progress.
What is a project?
A temporary endeavor That has a definite beginning and end whose result is the delivery of a product or service.
Within the CAD Standard Hierarchy what are field codes?
Abbreviations or field codes are prescribed to define the content of layers. Most field codes are mnemonic English abbreviations of construction terminology that are easy to remember.
Risk Mitigation Strategies 5
Acceptance - means risk is within an acceptable level, and contingency plans are in place to ensure success.
CMAR (construction manager at risk)
Acts as a consultant to the client in the design phase and as a GC during the construction phase. Usually, it's the lowest bidder. Acts in the client and their own best interests. Projects are with GMP
What are the Client PM Responsibilities
Acts as the client's representative in overseeing project design and installation activities. Monitors the progress of the work per the project schedule. May inspect the completed work, authorize payment for completed work, and determine substantial completion and final acceptance phases of a project.
Post-construction site survey (project plan specifics)
After the survey and part of the project plan, it must be determined if any special equipment must be purchased, rented, or leased. Work the rental rates into the project budget.
Change Control Process
All changes should be submited in writing tothe telecommunications PM as a formal Change request All change control correspondence should be distributed by the telecommunications PM to the design team and stakeholders involved.
Where should documentation be archived?
All documents relating to the project need to be archived in the ICT firm's project files for future reference requirments. There may be a legal requirment for minimum retention.
Post-site survey phase
All findings are documented and placed in the project file Determine if any structural components will obstruct the cabling pathway.
What items should be inspected and inventoried upon receipt?
All items should be checked for: invoice accuracy, physical damage.
SPI
SPI = EV/AC Project schedule efficiency Shows the efficiency of the project schedule. Will show how far the project is ahead or behind schedule. A number less than 1 is unfavorable.
When updating the project plan
All updates to the project plan should be maintained and printed copies should be provided to each person of responsibility on the project.
What Documents are included in the RFI Log ?
An RFI log includes forms that allow you to assign an identification tracking number to the RFI and record the date and time, a description of the request, who is sending the request, and who will receive the request. This information must be entered in an RFI log along with the date and time the response was received and its content. This log provides a way to track when an RFI was sent, read, and acted upon.
Plotting Guidelines
Approved by the NCS Project Committee - Guidelines include the use of 256 color identification numbers assigned to plotted line weights and plotted colors.
Stakenholder management "Monitor"
Architect Engineer Sub contractors Service providers
Design and project manamgement costs (elements of design)
Architectual fees Engineer/ consultaint construction management Client's internal cost Cutover fist use costs
What is the purpose of the Design Phase?
Architectural review of the room or building, review of IT and the facilities system, needs assessment
What are the types of drawings/documents an ICT Project Manager should understand clearly?
Architectural, Civil, Fire Protection, Landscape, Mechanical, Plumbing, Structural, Technology
What part of Risk Management would shipped materials fall?
As part of the risk management plan, it is a common practice to conduct a pre-installation test using an OTDR on optical fiber while on the reel. Copper and coaxial cable may require testing with a TDR or other device. Identify and document unseen damage.
What does the Most Likely estimate represent in PERT?
Average project cost or time
Risk Mitigation Strategies
Avoidance - alter project plan to avoid risk event. additional resources time development of a different approach
Reference Specifications
Based on an established standard
Schematic Design
Based on program and budget logical diagrams general design criteria Preliminary cost estimates
What is involved in the Acceptance Phase during commissioning?
Baseline performance documentation, Functional testing Resolution of deficiencies Site audit Warranty audit Submission of final documentation and test reports
Pre construction conference
Before starting construction, Mandatory all contractors involved in the project Hosted by Telecommunications PM and Field Superintendent
When should prepping as-built documentation start in OSP project management?
Begin prepping with the field team
Stakeholder management "Manage Closely"
Board of directors client PM general contractor PM
In person communications what makes the biggest impression?
Body language followed by tone of voice and choice words.
What do Cross Sectional and Elevation drawings typically show?
Building profile and floor-to-floor relationships within each building
Design Project Management (Phase 4) CA (Construction Administration)
CA is the QC process used during construction/ installation/implementation to ensure compliance with design documents.
TPM Documentation
CDs (Drawings and specifications) Logs, submittals, and forms that are used during the execution of an ICT Project.
Who are the construction team members?
CM (Construction manager) CMAR GC Contractor or sub contractor
(CMAR) Construction Manager at Risk
CMAR is a delivery method in which the CM contracts to deliver a project within a GMP.
CPI
CPI = EV/AC Project budget efficiency shows the efficiency of the projects budget's resources. The ratio that is calulated will show how far the budget is over/under at a given time.
Construction Specifications format is based on......
CSI and CSC. The section format and page format standardize how the text on each page in a specification is presented and organize the information in each section into 3 parts.
Review cabling pathways routes and equipment locations (Support material)
Cable or conduit hangers Cable tray Surface raceway Conduit Open top supports cable routing assemblies computer or raised access floor
Project Constraints Insurance
E&O An insurance policy which is typically carried to cover design and engineering personnel from claims where additional work is required by a contractor due to E&O in the contract documents resulting in additional costs to the project. General Liability An ins. policy to cover against claims of damage to client and other public /private property from project objectives. Also general liability may be required for motor vehicles, equipment and mitigation costs for any hazardous material releases and spills. Workman's comp An insurance policy that covers project workforce in the event of injury on the job.
Brandon wants to ensure that his team is protected from any claims of negligence or errors committed during the commissioning of a project. What type of insurance would provide the most protection from this concern?
E&O E&O is the best option for Brandon's particular concern because it protects the team from client accusations of negligent, errors, and omissions that result in a financial loss. (TPMRM, page 1-5)
ETC
ETC Estimate to Completion Budget spent to complete the project.
EVM (Earned Value Management) calulation
EVM = (percentage complete x total project budget)
OSP Cost Estimating Materials
Each crew will have a distinctive list of materials needed to complete the project. These will need to be identified for a cost estimate.
What technique integrates project scope, schedule, and cost?
Earned Value Management (EVM)
What is included in OSP Design Checklist Reference #3?
Electronic Telecommunication Equipment 3.1 Equipment information 3.2 Equipment rack/ cabinet / bay 3.3 RT and CVE information
What do Cabinet and Rack Elevations drawings depict?
Elevations of cabinets and racks used in the project
What equipment is used for maintenance of traffic in special plant surveys?
Ensure signs, cones, and arrow boards are in place to safely divert vehicular traffic.
What does EPD stand for in sustainability?
Environmental Product Declaration
What does 'Functional Testing Components' include?
Equipment description, Purpose of the test, Required personnel, tools, and instruments needed, Design information for the system
What activities are involved in the Post Acceptance Phase (Commissioning)?
Establishment of O&M procedures, document storage and modifications, personnel training, establishment of MAC procedures
Performing the site servey
Evaluate work environment considerations for safety. Add all safety notes to the risk management plan Confirm space for storage Ascertain hours of operation and determine building access Review work area outlets and port capacity Review cabling pathways, routes and equipment locations
Descriptive Specifications
Exact properties and install methods
Stakeholders: Business Partners
External companies that have a special relationship with the client enterprise, sometimes attained through a certification process. They provide specialized expertise or fill a specified role such as installation, customization, training, or support.
Post construction Phase CM or CMAR
Final acceptance contract closeout final punch and reviews coordinating removal for construction equipment
Storage of defective materials
If materials are accepted and then found to be defective, they should be stored separately from other materials and returned to the appropriate source via prearranged instructions from that distributor or manufacturer.
Meeting Minutes
If the Client or CM doesn't keep meeting Minutes, the telecommunications PM should keep notes and submit them as the PMs understanding of items discussed. These interptations must be prepared and distributed shortly after the meeting and provide a mechanism to allow attendees to update or correct the material.
Stakeholders: Operations Managers
Individuals who have a management role in a core business area, such as research and development, design manufacturing, provisioning, testing, or maintaince. These managers deal directly with producing and maintaining the marketable products or services of the client enterprise. Operations management incorporates completed projects into normal operations and provides the long-term support.
What additional role may a design project manager take on during installation?
In some cases, the design PM may support the installation by acting as the client's technical representative for issues that arise (RFIs, client design changes, etc.).
National Computer -Aided Design (CAD) Standard, "UDS"
Includes 8 interrelated modules consisting of standards, guidelines and other tools.
What are the responsibilities of a design project manager in terms of determining client's needs and desires?
Includes existing conditions, financial and business influences, Project timelines, Preparation of contract documents (drawings and specifications) for procurement.
DD (Design Development)
Includes full intent of the project scope and all required elements. This usually has client reviews (formal) 30, 60, 90 persent of completion.
(Stakeholders) PM's
Individuals responsible for direct management of a project. They manage all aspects of the project from start to finish.
Project Required Communications (Supervisors and coworkers)
Safety, pull methods and techniques, cable tests, work responsibility clarification.
CAD "UDS" (Module 7)
Notations Provides guidelines for notation classification, Format, components, and location, including the use of Notes, Terminology Linking to specifications
OSP Cost Estimating (Small Project)
Note: No schedule is provided. A more comprehensive job will require a schedule to be factored into the estimating process.
What aspect is addressed in OSP Design Checklist Reference #4?
Notes 4.1 Assignment 4.2 Construction 4.3 Methods and procedures
Scope of work
Objectives Context of the project technical considerations tasks acceptance schedule deliverables
Design Project Management (phase 1)
Obtain and examine contract/project documents
OSP site surveys are conducted when the Design PM has.....
Obtained drawings, documents and information, then performs design site surveys specific to the designers SoW. The OSP designer assigned to the project should participate in the site survey with the OSP design PM.
Work site storage considerations
Offers immediate availability Site will often refuse liability unless the materials are installed and accepted.
Contract payment (Retainage)
On many contracts a provision exists for the client to withhold a percentage of the total value of the contract (typically 10%) and hold this until such time as the contractoer completes all work required by the contract, which usually occurs at the final acceptance milestone.
Contract payment (Damages)
On many contracts, a client may be entitled to collect payments from a contractor for loss of business or other costs if a contractor does not satisfactorily complete the work required by the contract or negatively impacts the client's operations durning the execution of the contract.
Conformed set
Once a project has been successfully bid and awarded, a second set of CDs is typically prepared, usually called a conformed set. It also includes revisions and updates needed to respond to bidder's questions.
Using budget to Determine project Performance
Once project has been started 2 areas will be monitored EV and AC.
Managing the project Schedule
Once started the original Project schedule should be compared with the other verious trade schedules. Schedules should be updated at least weekly for accuracy and consistency.
Methods for material distrbution on site
Only designated persons should be allowed to distribute or receive materials on the work site. A record of the distributed materials must be returned to the company PM to ensure proper accounting.
What are the three estimates used in PERT for each activity?
Optimistic, Most Likely, Pessimistic
Ordering Materials
Order should be placed as soon as possible after the project plan is submitted and submittals are approved.
Risks associated with storing on site?
Other trades may need access to the location to complete their work Unauthorized persons may have accesss There might not be space available Note: Monitor other trade activity in the storage space and resecure the space when tasks are completed for the day.
Sustainability (transparency documentation)
PM is responsible for obtaining and manage all available transparency documentation suitable for the project.
What is important to consider for personal protection in special plant surveys?
PPE
Site Survey Methods (tools)
PPE ladder Measuring wheel flashlight Multi tool screwdriver Voice recorder smart phone/ camera
What is the orgnizational structure of the specification?
Part 1 General Part 2 Products Part 3 Execution
SPI
Schedule Performance Index (EV/PV) Project schedule efficiency
What should a final commissioning report include?
Project name contact information of commissioning authority Decription of building (size, location, use, construction) Installed systems List and description of commissioning tasks commissioning plan completed documents completed design intent document Completed pre-functional test checklists Completed functional performance testing reports Documentation of all deficiencies discovered and their resolution any outstanding seasonal seasonal testing needs All non-compliance forms Summary of commissioning findings Recommendations for system recommissioning Recommendations for monitoring the ongoing performance of the system Recommendations for system improvements Recommendations for establishing trending settings and monitoring activities for ongoing system performance management
What plan describe the manpower and mobilization requirments in terms of functional responsibility, skill level, certification level, and head count?
Project schedule
Project Required Communications (Manufacturers, vendors, suppliers)
Project supplies, delivery schedules, verification of specifications, tools, materials, and equipment requirments.
Lien Bonds
Provide a financial guarantee that a contractor will pay all obligations for labor including sub contractors vendors and suppliers.
AIA CAD Layer Guidelines
Provides a hierarchical organization for describing drawing layers
Design Project Management (Phase 5) Project Closeout Tasks
Recieve redline drawings and provide them to the designers for offical record drawing creation Provide offical record drawings for inclusion in the projects closeout documentation package. Schedule a lessons learned debreifing with stakeholders who had participation in this stage of the project.
Reference symbol in the NCS (National Computer Standard)
Reference - refers the reader to information in another area of the set of drawings. Except for the scale symbol itself, these symbols are scale-independent.
NTP (notice to proceed)
Regardless of the phase of a project the NTP documentation is issued to a consultant/ designer or contractor only after a formal contract for services is awarded, negotiated, and signed by both the client and the consultaint/ designer or contractor.
OSP Cost Estimating Special Equipment
Rental fees, hourly plus material
Work Breakdown Structure (WBS) Second position
Represents summary tasks within the overall deliverable or project.
Work Breakdown Structure (WBS) Level 1 first position
Represents the overall deliverable of the project.
Work Breakdown Structure (WBS) Third position
Represents work packages that are discrete activities within each summary task within the overall deliverable of a project.
RFB
Request for Bid is an invatation for a contractor to submit a bid for services. Highly detailed Bid package with detailed specifications and plans.
What are the design PM Responsibilities
Responsible for determining clients needs and desires, existing conditions, financial and business influences, project timelines, preparation of contract documents for procurement. This role coordinates work with other disciplines (architectural, electrical, mechanical) and may assist the client with the preparation of a bid, quote, and proposal documentation. Assists in the evaluation and selection of a vendor/ contractor/ installer. In some cases, the design PM may also support the installation by acting as the client's technical representative for issues that arise (RFI. Client-directed design changes and obsolescence concerns.
Construction/ Installation PM
Responsible for the execution and completion of the agreed SoW within a project. This role monitors resource levels and may make adjustments to meet schedule milestones. Responsible for the safety and security of workers and coordination with the client to minimize or prevent impacts to the client's business because of the work being performed.
What are the Construction/ installation PM Responsibilities
Responsible for the execution and completion of the agreed to SOW within a project. This role monitors resource levels and makes adjustments to meet scheduled milestones. Also responsible for the safety and security of workers and coordination with the client to prevent impacts to the clients business.
What to look for when reviewing cabling pathways routes and equipment locations
Return Air Plenum and non-plenum areas Ceiling height and type High Bay areas Type of roof and deck and floor Type of wall construction fire ratings Penatration locations Existing cable pathways Electrical service HVAC Location of existing communication spaces Door sizes Security Max load for heaviest equipment
Perform Pre-construction Site Survey (Tasks) Retro fit
Review existing circuit documentation and review on site surveying active circuits wiring methods and possible equipment.
Risk Mitigation (Residual Risk)
The expected level of risk once all the mitigating actions are complete. This is sometimes known as the impact plan.
Program Phase
The foundation for other phases. Design, budget, owner requirments, team identification, systems to be commissioned performance reliability requirments, required approvals, commissioning plan & issues log.
what should be included in the project schedule?
The project schedule should include all materials and services required from the sources that are not under the cabling contractor's direct control to include actions required by the client.
Sustainability (ICT Infrastructure)
The implementation or improvment of activities for the purposes of creating balance within * Enviromental * Economic * Social - Cultural
Substainability
The implemetation or improvement of activities for the purpose of creating balance within the following areas: * Enviromental *Economic *Social - cultural Specific to ICT - Energy - Water/Air -Materials
OSP Cost Estimating Details
The information provided in the cost estimate will also be broken down to: estimate length of each cable Number of pairs to be spliced Characteristics of the route
EV (BCWP)
The measure of work performed in terms of the budget authorized for the work. (amount of work completed for the project) formally known as BCWP
Stakeholder Keep Informed
This catagory need to be informed of project status little power but a vested interest (may influence other stakeholders)
Stakeholder Monitor
This category has little to no power or influence. They need to be monitored to determine if their status changes through the project
The Ouality Assurance Plan is the responcibility of the Telecommunications PM
This document ensures the integrity of the documentation, materials, and labor associated with the project. The TPM needs to ensure the SoW and the QA plan match.
Who is responsible for identifing responsibility and distrbution of materials?
This should be done by the telecommunications PM and responsible contractor. Material management is to be conducted and agreed upon by contractor and GC, client, or client representive.
RFP (Request for Proposal)
This type of request is commonly used for design build contracts.
Stakeholders: Program Managers
Those responsible for managing multiple related projects in a coordinated way to maintain consistency. When running multiple projects, they direct PMs to provide support and guidance on individual projects.
All Communications to be:
Timely Clear Concise Unbiased Truthful Free from harsh language
What does OSP Design Checklist Reference #1 cover?
Title Block 1.1 Reference number 1.2 service date 1.3 Geographic location 1.4 Exchange/ campus site 1.5 Issue date 1.6 Municipality 1.7 County 1.8 Township 1.9 Section of township 1.10 Location and discription 1.11 Street names 1.12 initials of drafter 1.18 Accounting data
What is the goal of the NCS?
To Voluntary adoption of the standard to streamline and simplify the exchange of building design and construction data throughout the life of a facility.
Why was the U.S. National CAD Standards (NCS) created?
To allow consistent and streamlined communication among clients and design/construction teams.
General Liability Insurance
To cover against claims of damage to client and other public / project activities. This ins. may also cover claims from the client that concern loss of business or other financial losses that occur due to project activities and claims for injuries to client personnel and the public that occur due to project activities.
What is the purpose of periodic punch walks in OSP project management?
To inspect the project's progress
What is the purpose of LCA in sustainability?
To quantify the environmental impact over the functional lifetime of a building
What is the purpose of performance and milestone monitoring in the Construction Phase?
To track and evaluate the progress of the project against set milestones and performance indicators.
What is one task involved in OSP project management?
Track progress against the project schedule
Risk Mitigation Strategies 2
Transference - typically used when strategizing financial exposure
What are the primary goals of a scope of work?
Type amount and limits of the work to be performed. Fence around the project.
insurance E&O
Typically carried to cover design and engineering personnel from claims where additional work is required by a contractor by a contractor due to E&O in the contract documents, resulting in additional cost to the client to correct.
Stakeholders: Sellers
Typically vendors, suppliers, or contractors and are external orginizations that enter into a contractual agreement to provide components or services necessary for the project.
Risks Storing materials at a Company - Controlled location
Unauthorized company personnel accessing company materials. Materials get used on another project.
What is the focus of OSP Design Checklist Reference #8?
Underground Environment 8.1 Air Pressure information 8.2 Buffer information 8.3 Conduit selection - placing and splicing best locations. 8.4 cable types 8.5 Optical fiber cable slections 8.6 HH/MH numbering
Who owns stored materials for a project?
Until the materials are installed and accepted by the client they are the property and responsibility of the contractor installing them.
Design Project Management (Phase 3) Change control system (Tasks)
Update the project plan with any change orders or added services.
UDS Modules 1 - 8 (Uniform Drawing System) interrelated modules part of CAD standard
Updated with current Master Format numbers, it includes: Guidelines and standards for sheet layout, drawing conversions, schedules, and symbols.
Ater completion of a project how do you calculate the total actual cost?
Upon project completion, review the EAC to calulate the total actual cost of the project.
Field order
Used for minor changes that do not require a change order
What is the final step of the Acceptance Phase Commissioning?
Validation of operational performance and making corrections A defeat the system test is typically required to verify system hardware and software integrity prior to acceptance of the system.
VAC
Variance at Completion VAC = BAC - EAC Amount over/under budget
What are some of the Considerations and Tasks for Project Management
Veriables present the telecommunications PM with a set of environmental and safety conditions, regulations, requirments, and constraints which are marked differently than inside plant.
Perform Pre-construction Site Survey (Tasks)
Verification of current project documentation Verify location of work area outlets and capacities Perform visual inspection of the site - Equipment locations - cabling pathways locations to ensure adequate space. Verify MC,CD, IC, BD, and HC locate Er, TR, and TE (communication spaces) to identify : Pathway space Plenum and non-plenum areas for cabling Rated walls (fire rated) Building access/ parking Hours of operation and work environment considerations
Perform Pre-construction Site Survey (Tasks) continued
Verify construction types of building: Ceiling type and height Type of roof Type of floor Wall construction Seismic Requirments
Perform Pre-construction Site Survey (Additional tasks)
Verify pulling Techniques per TIA standards Note Client/GC building access requirments Client safety and security requirments Clients/ GC scheduling requirments for site visits in populated buildings Acoustic limitations (Noise) Specific PPE needed for site Equipment protection and cleaning rules Waste disposal requirments Pre existing conditions Ceiling height and any special requirments to reach Material and tool storage plan Determine equipment delivery methods and access Determine access limitations for TRs (data rooms) Environmental limitations (temp, dust , lighting, ect.)
ICT professional needs to understand and ask the right questions.
What is expected? What is the project enviroment What is the expected schedule What other projects are being installed simultaneously that might impact this project Why was a particular ICT professional or group chosen for this project? Is the ICT professional expected to contribute to a particular skill, knowledge, or task What new skills might the ICT professional acquire? Is the ICT professional expected to provide training? What is the most efficient way to execute the project and see it through to delivery?
VE (Value Engineering)
When the Client may require a 3rd party review the design package. Once a review of the documentation is completed a meeting will be set to review with the client and design team to determine if any changes could result in a cost savings.
Material substutions
Will have to be approved by others.
Weekly progress meetings
Will include reports of QA/QC findings This includes audits on submittals, RFI status, field inspection reports, noted discrepancies, invoicing review, material receipts percentage of project costs, labor, and administrative.
Project Required Communications (other Trades)
Work area arrangements, schedules, safety issues, and work coordination.
Do all projects require physical media documentation?
YES, and or digital media documentation.
