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RMS TrainingRMS Training

RMS BASICSRMS BASICS

May 2010May 2010

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Before you start Before you start RMSRMS

Six basic steps to success: Six basic steps to success:

1.Establish offices (enter descriptions of offices)1.Establish offices (enter descriptions of offices)

2.Enter staff assigned to the offices (either from 2.Enter staff assigned to the offices (either from the Local Office or District Office Modules)the Local Office or District Office Modules)

3. Set up Contract User Roles ( District Office 3. Set up Contract User Roles ( District Office Module – usually by Job Title – could be an Module – usually by Job Title – could be an individual name)individual name)

4. Assign one or more User Roles or 4. Assign one or more User Roles or Administrator priveleges to each staff member.Administrator priveleges to each staff member.

5. Assign contracts to User (either within an 5. Assign contracts to User (either within an office or selected contracts)office or selected contracts)

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Before you start Before you start RMSRMS

Who are you?Who are you?

What can you What can you do?do?(Roles)(Roles)

What Contracts What Contracts can you do it can you do it on?on?

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Before you start Before you start RMSRMS

Who are Who are you?you?

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Before you start Before you start RMSRMSWhat can you do? What can you do? (Roles)(Roles)

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Now, Start Using Now, Start Using RMSRMSSET UP NEW SET UP NEW CONTRACTSCONTRACTSENTER CONTRACT ENTER CONTRACT DETAILSDETAILS

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RMS Contract FinancesRMS Contract Finances

• P2P2• CEFMSCEFMS• SPS (PD²)SPS (PD²)• CWECWE• CLINsCLINs• ACTIVITIESACTIVITIES• CHANGESCHANGES• MODSMODS• PAYMENTSPAYMENTS

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RMS Contract TrackingRMS Contract Tracking

SUBMITTALSSUBMITTALSDOCUMENTSDOCUMENTS

• InsuranceInsurance• PayrollsPayrolls• Labor Labor InterviewsInterviews

SCHEDULESSCHEDULES• NASNAS• GANTTGANTT

CORRESPONDENCORRESPONDENCECEDEFICIENCIES DEFICIENCIES FINANCESFINANCES

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Quality ControlQuality Control

DAILY QC REPORTSDAILY QC REPORTS

CONTRACTOR DATACONTRACTOR DATA

DATA EXCHANGEDATA EXCHANGE• SDEFSDEF• SPECSINTACTSPECSINTACT• PAYMENT DATAPAYMENT DATA• RFI’SRFI’S• CORRESPONDENCECORRESPONDENCE• HAZARD HAZARD ANALYSISANALYSIS

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Quality AssuranceQuality Assurance

DAILY QA REPORTSDAILY QA REPORTS

GOVERNMENT DATAGOVERNMENT DATA

DATA EXCHANGEDATA EXCHANGE• SDEFSDEF• SPECSINTACTSPECSINTACT• PAYMENT DATAPAYMENT DATA• RFI’SRFI’S• WARRANTY ITEMSWARRANTY ITEMS• HAZARD ANALYSISHAZARD ANALYSIS

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RMS RMS OverviewOverview

RMS Knows:RMS Knows:

WHOWHOWHATWHATWHENWHENWHEREWHEREHOWHOW

Why? BecauseWhy? Becauseit’s in the it’s in the Contract!Contract!

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Activity

SubmittalsQC/QA Tests Installed Property

Transfer Property

User SchoolingQA/QC Punchlist Item

Contractor/Subcontractor

Insurances

WHO WHAT

WHEN

Start Date

Finish Date

WHERE

Contract Phase

Construction Area

SF1413Payrolls

Activity Is Primary LinkActivity Is Primary Link

All these All these items have items have value value assigned, assigned, can withhold can withhold payment.payment.

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Activity

SubmittalsQC/QA Tests Installed Property

Transfer Property

User SchoolingQA/QC Punchlist

Contractor/Subcontractor

Insurances

WHO WHAT

WHEN

Start Date

Finish Date

WHERE

Contract Phase

Construction Area

HOW

3 Phase Checks

Rep Deficiencies

Tech Notes

SF1413Payrolls

PlansSpecsSafety Issues

Gov’t Provides Key Gov’t Provides Key InformationInformation

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Construction Construction Lessons LearnedLessons Learned

Preparatory Inspection• Drawings and Specifications• Repetitive Deficiencies• Inspection Checks• Job Site Safety Issues• QA Evaluation

Initial Inspection• Inspection Checks• Job Site Safety Issues• QA Evaluation

Final Follow-Up Inspection• Inspection Checks• QA Evaluation

Success depends on the right information being delivered at the correct time and being coordinated with the Contractors’ work in progress.

DOCTRINE OF “SUPERIOR KNOWLEDGE” – Government may breach its duty to impart superior knowledge resulting in an equitable adjustment to the contract.

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Construction Construction Lessons LearnedLessons Learned

• Repetitive Deficiencies

• Safety Elements & Concerns

• Environmental Considerations

• Engineering Instructions

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Corporate Knowledge Corporate Knowledge Must Be Shared With Must Be Shared With

Our ContractorsOur Contractors

Subject Matter Experts (SME)• For Each CSI Division• For Each Specification Section• For Each Engineering Discipline

These are Volunteers

Seattle District has lead for Seattle District has lead for this.this.

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RMS Contract RMS Contract CloseoutCloseout

•CLOSEOUT EVENTSCLOSEOUT EVENTS

• TRANSFERTRANSFER PROPERTYPROPERTY

• INSTALLEDINSTALLED PROPERTYPROPERTY

• SUBMITTALSUBMITTAL TRANSFERTRANSFER

• CONTRACTORCONTRACTOR EVALUATIONEVALUATION

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RMS Contract RMS Contract CloseoutCloseout

Questions Questions ??