Step 08 · 9 of 11Open Items / RFI
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Field note from ProposalGen

Open Items / RFI

Questions for the customer; each frames what the answer would change.

I framed each open question with what we assumed and what an answer would change. The intent is to make 'what we don't know' as legible as 'what we do.'

08-customer-clarifications.md

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08 — Customer Clarifications (Phase 8 — consolidated RFI list)

Status: 10 open clarifications, no responses yet received. Critical-path Qs are Q-001, Q-006, Q-007, Q-009, Q-010 — the team should request these in parallel.

Items only the customer (or consultant) can resolve. Each row promoted from the watch-list at intake or added during phase work.

IDQuestionWhy it mattersPhase raised
Q-001Does "rehabilitation" mean replacing an existing in-service BMS (require strip-out, phased cutover, after-hours), or is this a fresh BMS install in a refurbished/under-construction hotel shell (no existing BMS to remove)?Drives ±20–30% of cost (demolition, after-hours surcharge, cutover engineering, existing-cable disposition).2
Q-002Is operator/maintainer training to be included? Standard scope is 2 batches × 3 days (operator + technical).Affects training module sizing and pricing.2
Q-003Is post-DLP Annual Maintenance Contract (AMC) within scope, or is the Defect Liability Period (12 months) the only after-handover obligation?Drives whether to scope and price AMC as a separate line.2
Q-004Confirm BMS controller make/family (Honeywell / Siemens / Schneider / JCI / Distech / other). DRC-004-2024 standardizes points but not vendor.Drives RFQ supplier list, headend pricing, programming hours, and training.2
Q-005Provide baseline (pre-revision) Electrical SLDs and Power Riser Part 2 of 2 (only Part 1 / EE-24 was issued in CB#8).Required to identify the BMS panel power feed circuit and the dry-contact/metering tap points on incomers and major feeders.3
Q-006Provide architectural / mechanical floor plan PDFs (basement, GF, 2F, 3F, Roofdeck) so cable runs and panel locations can be verified. Heuristic A-001 in use until then.Cable/conduit BOQ and T&C effort.3
Q-007Confirm chiller count and chiller plant configuration (assumed 3 chillers — A-010).Chiller plant drives ~90 of the high-value monitored points and the chiller-plant control sequence.3
Q-008Confirm IT integration scope: PMS, FLS, CCTV, ACS — any required for v1, or v2-and-beyond?Per A-003, none assumed in v1.3
Q-009Confirm hot cutover strategy — does any existing BMS or temporary controls need to remain operational during the rehab?Per A-008, zone-by-zone phased default.3
Q-010Confirm project schedule and beneficial-occupancy date.Per A-006, 14 weeks assumed.3