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Quality Requirements for Procurement of Design & Construction Services
BW (Ben) Marguglio

Why This Seminar?

This seminar describes requirements that protect the Client, improve the understanding between the Client and Architectural Engineer (AE) / Constructor and, therefore, improve their working and contractual relationship.

Audience

 This seminar is designed specifically for architectural engineering, construction, procurement, quality, and other professionals who have responsibility for specifying requirements for the acquisition of design and construction services, or for complying or assuring compliance with such requirements.

Learning Outcomes

Upon completion of this seminar, one will be able to:
• Understand the technical and legal meaning of each procurement quality requirement;
• Specify procurement quality requirements for the complete scope of the Client - AE / Constructor relationship, and understand the circumstances in which each requirement should or should not be applied, the benefits of proper application of the requirement, and the potential consequences of misapplication of the requirement;

• Understand potential objections to a requirement, and provide alternative approaches by which to resolve the objections.

Outline

General Management Requirements Applicable To All Phases
1.   Schedule of deliverable documents 2. Cross-references:
      a. Contractual requirements for AE deliverable documents vs AE’s procedures for preparing
          and processing the deliverable documents
      b. Contractual requirements for the performance of interfaces between the AE and the client
      c. Other contractual requirements vs
2.   AE’s procedures for complying with the requirements
3.   Control of nonconforming items and activities
4.   Problem reporting and corrective action
5.   Records management
6.   Performance measurement
7.   Quality audit, surveillance and oversight

Design Phase Requirements
1.   Qualifications of personnel authorized to prepare and review design documents
2.   Drafting standards for the physical preparation of each type of design document
3.   Computerized or manual system
4.   Compatibility of new and existing documents
5.   Performance and review of analyses and calculations supporting the design
      a. Assumptions
      b. Software
      c. Reviews
      d. Documentation
6.   Acquisition of analytical codes
7.   Requirements for special processes
      a. Rigging, lifting and transporting
      b. Backfill placement
      c. Concrete placement
      d. Welding
      e. NDE

8.   Level of design detail
      a. Embedment
      b. Restricted access
      c. High radiation
      d. Underground
9.   Assessment of designs
      a. Discipline interfaces
      b. Operational safety and operability
      c. Reliability
      d. Constructability and maintainability
      e. Inspectability and testability
      f. Industrial health and safety
      g. Environment
10. As-built design documents
11. Change management - the “connectivity” principle

Procurement Phase Requirements
1.   Warranty
2.   Access to the work of sub-tier contractors and suppliers
3.   Conflicts between contractual documents
4.   Application of prime contract requirements to sub-tier contractors and suppliers
5.   Acquisition of equipment operating and maintenance manuals
6.   Physical preparation of the manuals
7.   Content of the manuals - e.g.:
      a. Level of specificity regarding operating and maintenance procedures
      b. Completeness of information regarding spares
8.   Procurement document review
9.   Receiving inspection and test personnel qualifications and certifications
10. Inspection and test equipment accuracy
11. Receiving inspection and test plans for materials, parts, components and equipment
12. Item identification
13. Item storage

Field Work Planning Phase Requirements
1.   Qualifications of personnel who prepare and review field work plans, and inspection & test procedures
2.   Three dozen criteria for the preparation of field work plans - e.g.:
       a. Prerequisites, warnings and cautions
       b. Tagging and marking of disassembled items
       c. Foreign material exclusion
       d. Direction of flow e. Inspection steps in field work plans
3.   Standard inspection steps for three dozen processes - e.g.:
       a. Anchor bolt installation
       b. Cable pulling
4.    Preparation of system test procedures
5.    Field work plan and inspection and test procedure review and measurement of review results

Field Work Plan Implementation Phase Requirements
1.    Qualifications and certifications of personnel authorized to perform special processes - e.g.:
        a. Rigging and lifting
        b. Welding
        c. Coatings applications
        d. Concrete placement
2.    Qualifications and certifications of personnel authorized to perform inspections and tests - e.g.:
3.    Measurement of quality of conformance

Handouts

 • Copy of the visual aids
• Certificate of Completion, with Continuing Education Units

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