# 03 — Document Inventory

**Project:** Kingsford Hotel Bacolod — BMS
**Classification key:** `bms-greenfield-hotel`
**Date:** 2026-04-28

## Documents received

| File | Type | Discipline(s) | Completeness | Extraction tier | Notes |
|------|------|---------------|--------------|-----------------|-------|
| `Requirement.rtf` | Cover letter | — | Single sentence; no schedule/budget/terms | 1 | Source for explicit-request quote only |
| `BMS Points list (TUEC).pdf` | Project-specific points list (3× A1 Construction-Bulletin sheets BMS-01/02/03) | ME, EE-monitoring, PL | Plant + Boilers + Casino + Hotel/Boutique covered (BMS-01/02); control schematics on BMS-03 | 2 (raster, 200 DPI) | CAD font issue — read visually. No BMS-04 sheet present |
| `EE Plan (TUEC).pdf` | Electrical Construction Bulletin No.8 (22× A4 pages) | EE | Bulletin **revisions only** — sheets EE-03/06/09/12 (Basement 1, GF, 2F, 3F power layouts), EE-21/22/23 (load schedules), EE-24 part 1/2 (riser). Other EE sheets not provided. | 1+2 | Layouts have column-grid for scale calibration |
| `MC Standards - ME Points list.pdf` | Generic developer standard DRC-004-2024 — Part B | ME (HVAC) | Reference / standard | 1 | Defines C/O matrix and typical I/O patterns |
| `MC Standards - PL Points list.pdf` | Generic developer standard DRC-004-2024 — Part C | PL | Reference / standard | 1 | Hot-water supply systems |

(See `00-customer-inputs/_extracted/INDEX.md` for content summaries per file/page.)

## Required-doc inventory (vs. checklist for `bms-greenfield-hotel`)

| Required doc | Available? | Source / gap | Gap type |
|--------------|-----------|--------------|----------|
| Cover letter / scope statement | ✅ Yes | `Requirement.rtf` | — |
| Project-specific BMS points list | ✅ Yes | `BMS Points list (TUEC).pdf` (BMS-01/02 tabular; BMS-03 schematics) | — |
| Project-specific BMS general specifications | ✅ Yes | Prose blocks on BMS-01 and BMS-02 sheets | — |
| Developer / consultant standard points lists | ✅ Yes | `MC Standards - ME / PL` | — |
| Architectural floor plans (all floors) | ⚠️ Partial — implied via EE backgrounds | EE-03/06/09/12 carry partial architectural background grid; no dedicated AR set | **Soft (high impact)** — guestroom floor counts/layouts not directly visible |
| Mechanical (HVAC) duct/pipe layouts | ❌ No | Not provided | **Soft** — equipment classes known from points list; per-zone counts derived from typical density |
| Plumbing layouts | ❌ No | Not provided | **Soft** |
| Electrical single-line diagram (full set) | ⚠️ Partial | EE-21/22/23 load schedules + EE-24 riser part 1; main one-line not in bundle | **Soft** — sufficient for BMS power-feed identification; full SLD not required for BMS scope |
| Electrical panel locations | ✅ Yes | EE-03/06/09/12 floor power layouts (Basement 1, GF, 2F, 3F) | — |
| Power riser diagram | ⚠️ Partial | EE-24 Part 1 of 2 only | **Soft** — Part 2 needed for upper-floor (4F+ guestroom) cabling estimate |
| Existing BMS system inventory (rehab only) | N/A | Greenfield classification per Phase 2 | — |
| Site conditions / phasing / cutover plan (rehab only) | N/A | — | — |
| BMS general specification text | ✅ Yes | Embedded on BMS-01/02 sheets | — |
| C/O scope split | ✅ Yes | "C/O" column in MC Standards ME/PL lists (BMS Contractor / ME Contractor / Equipment Supplier) | — |
| Project schedule / required milestone date | ❌ No | Not stated | **Hard** — schedule + manpower curve cannot be drafted definitively without it; assume 6–10 mo and flag |
| Budget / contract value bracket | ❌ No | Not stated | **Reference** — not blocking |
| Commercial terms (warranty, payment, taxes, retention, LDs) | ❌ No | Not stated | **Hard for final proposal** — placeholder commercial section with industry-standard defaults; flag |
| BMS-panel power-feed assignment in EE schedule | ❌ No | Not visible on EE-21/22/23 | **Soft** — placeholder power-provisions doc; flag Q-009 |
| Architectural reflected-ceiling plans | ❌ No | Not provided | **Reference** — affects ceiling-void containment estimate |
| MEP coordination drawings | ❌ No | Not provided | **Reference** |
| FAT / SAT protocol from customer | ❌ No | Not stated | **Reference** — apply MAAP/Megaworld standard FAT/SAT format |
| Customer GUI / graphics standard | ❌ No | Not stated | **Reference** — assume per BMS general spec on BMS-01 |

## Gap summary

### Hard gaps (must close before reliable proposal)

- **G-001** — *Project schedule / milestone date.* Drives D1 schedule, D2 manpower curve, and B4 productivity assumptions. Mitigated by assuming **8-month BMS contractor scope** baseline; promote to `Q-013`.
- **G-002** — *Commercial terms (warranty period, payment milestones, retention, LDs, tax handling).* Drive 10-proposal commercial section and Phase 7 assumption ledger. Apply industry-standard defaults (12-mo warranty after substantial completion, 30/30/30/10 progress payment, 10% retention released at handover, 12% VAT-inclusive); promote to `Q-014`.
- **G-003** — *Cover-letter wording mismatch* ("Rehabilitation" vs. greenfield technical evidence). Promote to `Q-001`. Without confirmation, the proposal narrative carries an explicit assumption (`A-001`) that scope is greenfield.

### Soft gaps (assumption-absorbable)

- **G-101** — Architectural floor plans (all floors). Planned assumption `A-002`: building footprint ~60 × 50 m typical-floor; guestroom counts inferred from MC Standards "Roof Deck Level (Guest Room Levels)" wording + EE riser. Affects A2 equipment-count for guestroom-corridor field devices and A3 cable lengths in guestroom areas. Promote to `Q-005`.
- **G-102** — Mechanical / Plumbing layout drawings. Planned assumption `A-003`: equipment counts derived from points-list zone tags + typical density per equipment class (`_playbook/checklists/equipment-class-defaults.yaml`). Affects A2. Promote to `Q-006`.
- **G-103** — EE Plan is bulletin-revisions-only (CB#8). Planned assumption `A-004`: full EE set is consistent with the bulletin (no contradictions); main one-line, riser Part 2, and 4F+ floor power layouts to be requested. Affects A7 (power provisions). Promote to `Q-007`.
- **G-104** — Riser Part 2 of EE-24. Planned assumption `A-005`: upper-floor riser geometry mirrors typical hotel pattern (single trunk shaft, 1× cable tray per floor for BMS bus + power). Affects A3 cable lengths above 3rd floor. Promote to `Q-008`.
- **G-105** — Possible missing BMS-04 sheet (or beyond). Planned assumption `A-006`: BMS-01/02/03 set is the *complete* project-specific points list and any guest-room hot-water or in-unit BMS scope is *not* in BMS Contractor scope unless explicitly added. Promote to `Q-002`.
- **G-106** — BMS-panel power-feed assignment. Planned assumption `A-007`: each BMS panel is fed from the closest electrical panel on the same floor via a 20 A, 230 V, 1-phase circuit reserved by the EE Contractor (BMS Contractor terminates from a knife-disconnect downstream). Promote to `Q-009`.
- **G-107** — Customer GUI / graphics standard, FAT/SAT protocol, training plan, M&O provisions. Planned assumptions `A-008` (graphics per BMS-01 general spec), `A-009` (FAT/SAT per industry standard form), `A-010` (training: 2-day operator + 1-day administrator on-site), `A-011` (M&O priced as 1-year option). Promote to `Q-016/017`.

### Reference gaps (would improve pricing but proceed without)

- **G-201** — Reflected-ceiling plans (would refine ceiling-void containment).
- **G-202** — MEP coordination drawings (would refine C2 coordination matrix).
- **G-203** — Project budget bracket (would calibrate spec quality and headend choice).
- **G-204** — Existing fire-alarm / security / IT topology (would refine A5 network-architecture HLI uplinks if integration is requested — currently assumed standalone BMS LAN).

## Recommendation to user

> We have enough to produce an initial proposal with assumptions. Three hard gaps (schedule, commercial terms, "rehabilitation" wording) need confirmation; **none block a v1 draft** — each is absorbed by an explicit assumption documented in `07-assumptions.md`. The seven soft gaps largely concern drawing coverage; the drawing-availability triage below commits, in writing, to which working docs measure from drawings vs. fall back. RFI list of 17 items queued in `08-customer-clarifications.md`.

---

## Drawing-availability triage (Operating Principle #10)

Per `_playbook/sub-routines/drawing-availability-triage.md`. Non-skippable.

### Step 1 — Drawing inventory

| File | Drawing type | Scope (areas/floors/systems covered) | Status | Scale recoverable? | Measurability |
|------|--------------|--------------------------------------|--------|-------------------|---------------|
| `EE Plan (TUEC).pdf` (sheet EE-03) | Electrical Power Layout — Basement 1 | Basement plant rooms (chiller plant on 2F, but basement holds boilers/calorifiers per points list, sump pits, plumbing pumproom, kitchen power) | Construction Bulletin No.8 revision (current) | Yes — column grid A–L (assume ~6–9 m bay) and panel-rating annotations enable scale calibration | Trunk routes basement-to-riser, plant-room cables (calorifier room, plumbing pumproom): **YES**. Per-room device routing within basement: requires own measurement pass |
| `EE Plan (TUEC).pdf` (sheet EE-06) | Electrical Power Layout — Ground Floor | Lobby, public areas, restaurants, casino lobby (per APD note "Relocate provision PPCAS-14 inside the casino lobby") | CB#8 current | Yes (grid) | GF panel locations and trunk-to-riser routing: YES; per-store/per-room device runs within GF: requires own pass |
| `EE Plan (TUEC).pdf` (sheet EE-09) | Electrical Power Layout — Second Floor (Chiller plant level) | Chiller plant room (chillers, primary CHW pumps, CW pumps, header instrumentation), AHUs at 2F | CB#8 current | Yes (grid) | Plant-room cable routing (chiller controller to CHW pumps to header sensors) panel siting: YES — high measurability for the plant-room cable bundle |
| `EE Plan (TUEC).pdf` (sheet EE-12) | Electrical Power Layout — Third Floor | 3F amenity area (toilet/general exhaust per points list) + revised kitchen power | CB#8 current | Yes (grid) | 3F panel locations + trunk routes to riser: YES |
| `EE Plan (TUEC).pdf` (sheet EE-21/22/23) | Electrical Load Schedules (Parts 1–3) | Project-wide load schedule, breaker/conductor sizing, downstream panel IDs | CB#8 current | Tabular — not scaled | Power-provision cross-reference for BMS panels: YES (data lookup); fire-pump scheme update noted |
| `EE Plan (TUEC).pdf` (sheet EE-24) | Power Riser Diagram (Part 1 of 2) | Vertical structure Basement 1 / GF / 2F / 3F | CB#8 current; Part 2 missing | Diagrammatic + floor-band labels | Inter-floor riser distance for trunks Basement↔3F: YES; 4F-and-above guestroom risers: NO (Part 2 missing — A-005 fallback) |
| `BMS Points list (TUEC).pdf` (BMS-01) | BMS general spec + I/O tabulation (CHW, basement pumproom, plumbing drainage, boiler, ventilation) | Plant rooms + boilers + general ventilation + basement pumproom | Construction Bulletin Oct 2025 — current | Tabular — not scaled (control schematics on BMS-03 are diagrammatic) | Equipment counts and point counts per system: YES; cable measurements: NO |
| `BMS Points list (TUEC).pdf` (BMS-02) | BMS I/O tabulation (Casino BMS, Hotel & Boutique) | Casino + hotel/boutique I/O | Current | Tabular | Equipment counts and point counts: YES; cable measurements: NO |
| `BMS Points list (TUEC).pdf` (BMS-03) | BMS control diagrams (schematic) | CHW pump sets, calorifier, outdoor air, cooling tower, boiler | Current | Schematic — not scaled | Sequence-of-operations and field-device → controller wiring topology: YES; route lengths: NO |
| `MC Standards - ME / PL` | Generic standard | Reference only | Current | n/a | Equipment-class default I/O patterns; C/O assignments |

**Calibration check (60-second rule):** EE-03 column-grid bay tested against typical hotel structural grid (6–9 m). Treating bay = 7.5 m provides ±10% accuracy for trunk-cable estimates without an explicit scale bar. Documented as `A-012` (scale-calibration assumption).

### Step 2 — Per-working-doc decision table

| Working doc | Drawing input needed | What we have | What we'll measure | What falls back to assumption | Customer-facing implication |
|-------------|---------------------|--------------|--------------------|-------------------------------|----------------------------|
| **A2 — Equipment takeoff** | Mech / Elec layouts to confirm equipment locations + counts | EE-03/06/09/12 (panels), BMS-01/02 (system zones + I/O), MC Standards (typical I/O per class) | Plant-room equipment counts (chillers, primary/secondary CHW pumps, CW pumps, cooling towers, boilers, calorifiers, headers) — confirmed against BMS-01 and EE-09; AHU / DOAS / PAHU / EAS counts confirmed against BMS-02 and EE layout panel densities | Guestroom-floor FCU/VAV counts + per-corridor sensor counts (no architectural FP); 3F amenity DOAS sub-counts | "Equipment counts in Plant Rooms (Basement, 2F, Roof) and Casino/BOH areas confirmed against BMS-01/02 and EE-03/06/09/12; guestroom-corridor counts based on typical hotel-floor density per `A-002` pending Q-005" |
| **A3 — Cable schedule** | Architectural + cable-tray + riser layouts to measure routes | EE-03/06/09/12 (panel locations + grid); EE-24 Part 1 (Basement↔3F riser); BMS-03 (controller-to-device topology) | Trunk cables panel-to-panel where panel locations visible (Basement, GF, 2F, 3F) — measure on EE layouts using grid bay = 7.5 m; inter-floor risers for the 4 covered floors via EE-24; plant-room cables (chiller plant, calorifier room, basement pumproom) using EE-09 + EE-03 | Guestroom-corridor field-device cables (no AR plan); 4F-and-above riser cables (Part 2 missing); reflected-ceiling-void containment factor | "Cable lengths measured from EE-03/06/09/12 + EE-24 Part 1 where covered (~25–35% of cables by count). Plant-room and trunk cables measured directly. Guestroom-corridor and >3F riser cables use reasoned typical-range fallbacks (per `05-working-docs/A3-route-lengths.yaml`) pending Q-005/Q-008." |
| **A4 — Panel schedule** | Electrical layouts for siting | EE-03/06/09/12 | Confirm BMS panel siting near each electrical panel-room; assume one BMS panel per plant area + one per floor risers serve | None significant for v1 (panel locations are derivable) | "BMS panel locations co-located with EE panel rooms per EE-03/06/09/12; final siting subject to construction-stage coordination" |
| **A5 — Network architecture** | Riser + IT-room location | EE-24 Part 1 (riser shaft visible) | Riser shaft path; uplink to head-end (assumed central server room — Q-011) | Server-room location, BACnet vs. proprietary backbone | "Standalone BMS LAN per BMS-01 general spec; uplink to head-end in central control room per `A-013`" |
| **A6 — Head-end equipment** | AR floor plan of control room | None | n/a — assume per BMS general spec text on BMS-01 | Server room location and sizing | "Head-end per BMS general spec; final siting per Q-011" |
| **A7 — Power provisions** | EE single-line, panel schedules | EE-21/22/23 | Tabular reference for BMS panel circuit requirement (1× 20 A, 230 V, 1-phase per panel — typical) | Specific circuit IDs per BMS panel (no BMS feeders named in EE-21/22/23) | "BMS-panel power-feed by EE Contractor per `A-007` pending Q-009 — circuit IDs to be assigned" |
| **C2 — Coordination matrix** | MEP coordination drawings | None | Default interface set (BMS↔HVAC, BMS↔EE, BMS↔Plumbing, BMS↔Fire/Security if integrated) | Specific tie-in points | "Interfaces per industry standard; specific tie-in coordination at construction stage" |

### Step 3 — RFI generation (queued into `08-customer-clarifications.md`)

| RFI | Working doc affected | What's missing | Current assumption (A-NNN) | What customer needs to send |
|-----|---------------------|----------------|----------------------------|------------------------------|
| Q-001 | All — narrative | Cover-letter wording vs. technical evidence | A-001: greenfield | Confirmation that the technical-evidence reading is correct |
| Q-002 | A1, A2 | Possible BMS-04 sheet beyond BMS-01/02/03 | A-006: BMS-01/02/03 is complete | Confirmation or the missing sheet |
| Q-005 | A2, A3 | Architectural floor plans (especially guestroom floors) | A-002: guestroom-corridor density assumption | AR floor plans — guestroom floors |
| Q-006 | A2 | Mechanical and plumbing layout drawings | A-003: per-system typical density | ME and PL layouts |
| Q-007 | A7, A4 | Full EE set (only CB#8 revisions present) | A-004: bulletin-set is consistent with non-bulletin sheets | Latest full EE drawing set |
| Q-008 | A3 (riser portion) | EE-24 Part 2 of 2 (upper floors) | A-005: typical hotel riser | EE-24 Part 2 |
| Q-009 | A7 | BMS-panel power-feed circuits in EE schedule | A-007: 20 A, 230 V, 1-phase per panel | Updated EE load schedules with named BMS feeders |
| Q-011 | A5, A6 | Head-end / server room location | A-013: central control room | Architectural plan with server room |
| Q-013 | D1, D2, B4 | Project schedule / required completion date | A-014: 8-month BMS scope | Customer's milestone schedule |
| Q-014 | 10-proposal commercial section | Commercial terms | A-015: industry-standard defaults | Standard contract template / payment terms / warranty |
| Q-016 | Module training-handover | Training scope | A-010: 2-day operator + 1-day admin | Customer training requirement |
| Q-017 | C3 | M&O scope | A-011: priced as 1-year option | Customer maintenance preference |

(Additional Q-NNN entries are queued in `08-customer-clarifications.md`.)

### Step 4 — Lock the triage

This triage is read-only during Phase 5a. Phase 5a follows it row-by-row.