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General Specifications (00100-01500)

00700Schedule and Narrative

UT · 2026 Standard SpecificationsRev. June 17, 2021Book pages 6778View official source ↗

Part 1 — General

1.1 Section Includes

A.Provisions for scheduling the work and monitoring work progress .

1.2 Related Sections

A.Section 00777: Change Management

1.3 REFERENCES Not Used

1.4 Definitions

A.Activity – A discrete, identifiable task or event that has a definable start and stop date, and can be used to schedule and monitor the w ork.
B.Activity ID – A unique, alphanumeric identification code assigned to an activity.
C.Bar Chart – A graphic al representation of a schedule without relationships. A timescale appears along the horizontal axis.
D.Baseline Schedule – The original construction schedule showing the proposed timeline of the w ork.
E.Critical Path - The longest continuous chain of activities for the p rojec t that has the least of t otal float of all chains. In general, a delay to an A ctivity on the critical path will delay the s ubstantial completion date. The critical path is defined by the scheduling software as the l ongest p ath.
F.Data Date – The date from which a schedule is calculated.
G.Early Completion Schedule - A schedule showing an earlier substantial completion date than required by the contract and accurately reflect ing a plan for completing the w ork.
H.Free Float - The amount of time an a ctivity can be delayed and not delay its successors.
I.Milestone – An activity , with no duration, that is typically used to represent the beginning or end of the project or its interim stages.
J.Original Duration – The estimated time, expressed in workdays, needed to complete an a ctivity.
K.Predecessor – An activity that precedes anot her activity.
L.Preliminary Baseline Schedule – A partial baseline schedule showing all planned activities for the first 60 days of a project .
M.Qualified Scheduler – An individual who creates or reviews schedules using applicable software. This individual’s sole duties do not need to be creating or reviewing schedules . The individual must have sufficient expertise to intelligently di scuss the schedule at a level acceptable by the Engineer. Either party to the contract can choose to employ a qualified scheduler independent of the project team.
N.Revised Baseline Schedule – A construction schedule prepared and submitted by the contrac tor that includes a major modification to the schedule activities, logic or durations from a previous baseline schedule or updated schedule , not necessarily submitted at the regularly scheduled due date.
O.Schedule Update – An update to the baseline schedule or to a prior schedule update that reflect s actual dates, durations, relationships, and sequencing of completed or progressed Activities . Activities that have not been progressed or are incomplete, planned dates, durations, relationships, and sequencing have been updated to reflect planned remaining Work.
P.Streamlined Baseline Schedule – A baseline schedule for use on projects bid with 30 calendar days or less of contract time.
Q.Successor – An Activity that succeeds another Activity . The start or finish date may be controlled by its predecessor.
R.Total Float – The cumulative length of time activities can be delayed before they affect the project substantial completion date or a contractual milestone. Float is a shared commodity between both parties to the contract and not for the exclusive use or financial benefit of either party . Either party has use of the total float until it is depleted.
S.Work Breakdown Structure (WBS) – A method of organizing the work into hierarchical activities under separate headings. The WBS can be divided into geographic areas, similar types of activities, or sub -projects.

1.5 Submittals

A.Preliminary Schedule and Narrative for review.
1.Show all planned activities from Notice to Proceed through the first 60 days of the project.
2.Show the anticipated substantial completion date and projected major project milestones.
3.Do not show work progress.
4.Allow the Engineer ten calendar days for review .
5.Include all requirements listed for the baseline schedule and narrative.
B.Baseline Schedule and Narrative for review .
1.Provide a color copy layout (.pdf format) and the electronic Primavera file (.xer format ).
a.Format the .pdf copy to 11x17 landscape and include the table and Gantt chart views showing the full duration of the project.
b.Include the following columns in the table view in the order indicated: 1) Activity ID 2) Activity name 3) Start Date 4) Finish Date 5) Original duration 6) Total Float 7) Longest path
c.Show the critical path in red color on the Gantt chart.
2.Allow the Engineer ten calendar days for review.
a.Allow seven calendar days for the Engineer to review each resubmittal .
C.Streamlined Baseline Schedule and Narrative for review .
1.The Engineer reviews the schedule within seven calendar days then meets with the Contractor to discuss any concerns.
2.Provide an electronic copy in a format acceptable to the Engineer .
D.Schedule and Narrative Update for review each month during the Contract until physical completion.
1.Submit with in seven calendar days after the closing date for the monthly partial pay estimate.
2.Provide a color copy layout (.pdf format) of the complete schedule, a color copy of the critical path schedule (.pdf format) and the electronic Primavera file (.xer format) of the current schedule update.
a.Use 11 x 17 inch sheets in landscape mode.
b.Include columns in the layouts as listed in the baseline schedule requirements.
c.Verify the schedule has been progressed using retained logic using the schedule function in Primavera P6 prior to submission to the Engineer with no further modifications made to the schedule following progression.
3.Allow the Department seven calendar days for review.
a.Allow five calendar days for the Engineer to review each resubmittal.
E.Revise d Baseline Schedule and Narrative for review .
1.Include all requirements listed for the baseline schedule and narrative.

1.6 Baseline Schedule Pre -Submittal Meeting

A.The Engineer may require a baseline schedule pre- submittal meeting within 14 calendar days of receiving Notice of Award and before the submittal of the preliminary schedule and narrative or baseline schedule and narrative.
1.The Resident Engineer, Contractor’s Project Manager, Superintendent, qualified scheduler s, and relevant field personnel attend the meeting.

1.7 General Requirements

A.Schedules and narratives (baselines and updates ) allow the Contractor and the Department to jointly manage the work , evaluate work progress and evaluate the effect of changes and delays to the scheduled project completion .
1.Schedule and narrative types
a.Preliminary schedule and narrative 1) Use for projects bid with more than 30 calendar days of contract time at the Contractors discretion
b.Baseline schedule and narrative 1) Use for projects bid with more than 30 calendar days of contract time
c.Schedule update and narrative 1) Use for projects bid with more than 30 calendar days of contract time
d.Streamlined baseline schedule and narrative 1) Use for projects bid with 30 calendar days or less of contract time
2.One of the following must be submitted ten calendar days before the start of construction
a.Preliminary schedule and narrative
b.Baseline schedule and narrative
c.Streamlined baseline schedule and narrative
3.The baseline schedule and narrative must be submitted within 30 days after the start of construction if a preliminary schedule and narrative was submitted .
B.A disincentive of $1,000 per week may be assessed for any of the following until submitted.
1.Construction has started without one of the following:
a.Submitted preliminary baseline schedule and narrative
b.Submitted baseline schedule and narrative
c.Submitted streamlined baseline schedule and narrative
2.Sixty days after the start of construction a baseline schedule and narrative is not submitted, if a preliminary baseline schedule and narrative was submitted .
C.Create the schedule using the current version of Oracle’s Primavera P 6 Software and the critical path method unless otherwise allowed in this Section .
D.The Engineer’s authorization of a baseline schedule and narrative or schedule and narrative update does not:
1.Imply approval of construction methods or relieve the Contractor’s responsibility to plan and execute the work and provide sufficient materials, equipment, and labor to guarantee the completion of the project according to the contract .
2.Attest to the validity of assumptions, activities, relationships, sequences, durations, resource allocations, or any other aspect of the baseline schedule.
3.Imply agreement that the project can be performed or completed as scheduled.
E.Notify the Department when the Department’s use of total float has a negative financial impact on the sequencing, use of resources, or any activity on the critical path.

1.8 Preliminary Schedule and Narrative

A.Preliminary Schedule and Narrative must show all planned activities from the Notice to Proceed through the first 60 days of the projec t.
1.Include all requirements listed for the baseline schedule a nd narrative for the appropriate timeframe scheduled.

1.9 Baseline Schedule and Narrative

A.Include in the schedule subcontracted work, delivery dates for critical material s, submittal and review periods, permits and governmental approvals, milestone requirements, utility work by others , third party coordination and no work periods.
B.Baseline schedule requirements :
1.Use the p reliminary schedule as the basis for the baseline schedule if a preliminary schedule and narrative is used .
2.Define a complete and logical plan, consistent with how the project was bid, that can realistically accomplish the work defined in the contract.
3.Provide a sufficient number of a ctivities to assure adequate project planning and allow for monitoring and evaluation of work progress .
a.Define activities to a level of detail satisfactory to the Engineer .
b.Include separate a ctivities for cure time, major inspection points requiring preparation, submittal periods, and other time-consuming activities.
4.Show the critical path in the schedule beginning with N otice to Proceed and continuing through substantial completion.
5.Establish project calendars within the Primavera P6 software, do not use global calendars .
a.Name the calendars with the PIN followed by the calendar name such as 5-day with holidays, or 7-day. 1) Include Holidays as non- working days as applicable. 2) Assign calendars consistently among similar a ctivity types with similar limitations assumed at the time of bidding .
6.Define significant interaction points with the Department and other entities such as subcontractors, vendors and suppliers, utilities, local governments, and special service districts.
7.Designate the “Data Date” as the same day as the Notice to Proceed.
8.Clearly and uniquely define each activity name so that w ork is readily identifiable and progress can be measured.
a.For example, use the type of w ork, sta tioning, or structure numbers in the name.
9.Define the duration of each a ctivity .
a.Limit the maximum duration of any a ctivity to 21 calendar days unless otherwise approved by the Engineer .
10.Determine the duration for each a ctivity by the time required to complete the work based on the anticipated production rate.
11.Identify the relationships between activities.
a.Demonstrate the overall approach to planning, scheduling, and executing the work.
12.All activities must have at least one predecessor, except for the start milestone , and one successor, except for the finish milestone.
13.Do not constrain a ctivities unless required by contract or determined necessary by the Engineer .
a.Eliminate constraints by using additional activities, relationships, or calendars where possible.
14.Do not use negative lags.
15.Do not sequester project t otal float or free float through manipulating calendars, extending activities durations, or other methods .
16.Use resource loading if resource limitations may affect the prosecution of the work.
a.No request or claim for contract time extension based on resource shortages will be considered unless the baseline schedule and subsequent schedule updates are resource loaded. 1) Do not use any leveling resource schedule options when progressing the schedule.
17.Include milestones to define significant contractual events including, but not limited to, Notice to Proceed, substantial completion, physical completion , and coordination points with outside entities such as utilities and special service distri cts.
18.Define a WBS that conveys the organization of the schedule and project approach.
a.Assign activities consistently within the appropriate WBS.
19.Use calendars that reflect actual contractual constraints and restrictions as specified, including specified dates, specified temperatures and practical limitations .
20.Set construction related Activities to task dependent .
a.Do not us e resource dependent activities.
21.Create separate a ctivities for w ork that will be conducted by different subcontractors.
22.Document and explain the Primavera settings used if differ ent from the software default settings.
23.Represent the full scope of the contract work in the schedule.
C.Baseline narrative requirements :
1.Describe t he construction philosophy supporting the approach to the work outlined in the baseline schedule.
a.Address the reasons for work sequences.
2.Provide t he justification for activities with durations exceeding 21 calendar days , usage of c onstraints, and non -typical activity settings.
3.Include a description of all unusual calendars used in the schedule.
4.Describe t he approach used to apply relationships between activities such as physical or chronological relationships between work activities , sequencing due to crew or equipment resources, and timin g of w ork based on limitations such as ROW, environmen tal, and third-party utilities.
5.Describe how typical weather days are accounted for in the schedule, such as being built into calendars or included in activity durations .
a.Refer to the Daily Values at the Prism Climate Group website to estimate the number of weather days . Refer to http://www.udot.utah.gov/go/standardsreferences
6.Describe the critical path and identify challenges that may arise associated with the critical path.
7.Describe how coordination with other entities will be handled.
8.Include the production rates for all activities.
9.Describe the w ork to be performed by all subcontractors.
10.Certify that the baseline schedule represents how the work was bid or explain how it is different .

1.10 Schedule and Narrative Update

A.Update the schedule and narrative each month during the life of the Contract until physical completion to document work progress .
1.Comply with all applicable requirements of the baseline schedule and narrative.
2.A disincentive of up to $1,000 per week may be assessed beginning seven calendar days after the closing date for the monthly partial pay estimate and until the schedule and narrative update is submitted .
B.Show the following:
1.Actual start and finish dates for completed activities .
2.Actual start dates, percent complete, and remaining duration for activities in progress.
3.Projected sequences of activities for future work .
4.Revised relationships and durations for unfinished activities, if warranted .
5.A well- defined critical path.
6.The Data Date as one day after the closing date for the monthly partial pay estimate.
C.Implement logic changes consistent with the retained logic method of scheduling to allow the out -of-sequence work to proceed if work is performed out of sequence.
D.The most recent authorized schedul e update will become the s chedule against which the next mon th’s schedule update will be compared.
E.Use retained logic when scheduling progressed activities.
F.Schedule update narrative requirements:
1.The work performed during the current estimate period.
2.All current and anticipated deviations from the previous schedule update or baseline schedule for work performed to date.
3.Descri ption of the following:
a.The cause of each deviation that is on the critical path or has less than 20 days of float.
b.The impact or potential impact of each deviation to the work, planned durations, milestones, or project completion dates.
c.Mitigation performed to date.
d.Plans to mitigate or resolve the deviation.
4.Discussion of deviations in the narrative does not reli eve compl iance with contractual requirements regarding notification and documentation of claims.
5.Actions the Department needs to take and the timeline for actions to be taken to assist in avoiding or mitigat ing the problem.
6.Reasons for and impacts resulting from all of the following that apply:
a.Added or deleted activities .
b.Changes in original durations .
c.Changes in relationships between activities .
d.Addition or deletion of constraints .
e.Changes to project calendars .
f.Changes to the Critical Path
g.Revisions to actual start and finish dates as accepted in previous updates.
7.Provide status on pending items applicable to the schedule such as permits, easements, agreements, material procurements, chang e orders, and third party utilities if not in schedule
8.State that progress shown on the schedule update accurately represents work completed through the date indicated.
9.Describe the w ork planned to be accomplished during the next update period.
G.Show all activities as 100 percent complete in the final schedule submittal.

1.11 Streamlined Baseline Schedule and Narrative

A.The schedule format is at the Contractor’s discretion. Possible options include:
1.A schedule created using spreadsheet software
2.A schedule using Oracle’s Primavera P6 or any scheduling software
B.Schedule and Narrative
1.Address the Engineer’s comments and revise the schedule as necessary to obtain authorization .
a.No progress payments will be made before authorization of the baseline schedule.
b.Attest to the validity of assumptions, activities, relationships, sequences, resource allocations, or any other aspect of the baseline schedule.
2.Failure to include an element of work required by the contract in the authorized streamlined baseline schedule does not relieve the Contractor of the responsibility to perform such work.
3.Authorization of the streamlined baseline schedule does not modify the contract requirements.
C.Schedule Requirements Address the following:
1.Define a complete and logical plan, consistent with how the project was bid, that can realistically accomplish the work defined in the contract.
2.Include sufficient activities for adequate planning.
3.Define the continuous critical path. Begin at Notice to Proceed and end at Substantial Completion.
4.Clearly and uniquely define each activity.
5.Define the duration of each activity.
6.Clearly identify the relationships or order of activities.
D.Schedule Narrative Requirements
1.Include the following:
a.The construction philosophy supporting the approach to the work outlined in the schedule.
b.Potential problems that may impact the scheduled completion date along with proposed solutions.
c.Coordination requirements with other entities.
d.Production rates and crew requirements, as bid by the contractor, for all activities.
e.The work calendar used (like calendar days or work days) and holidays taken.
2.Certify that the streamlined baseline schedule represents how the work was bid or explain how it is different.
E.All costs to maintain the project schedule are solely the Contractor’s obligation with no additional cost to the Department.

1.12 Revised Baseline Schedule and Narrative

A.Revise the baseline schedule and narrative in the event of any major change to the work.
1.Examples of major changes are:
a.Significant changes in logic, activity durations, or methods of construction or changes to the critical path;
b.Addition, deletion, or revision of activities required by change order;
c.Approval of a submitted Value Engineering Change Proposal;
d.Delays in milestones or project completion;
e.Phasing revisions
f.If the Engineer determines that the schedule does not reflect the actual work.

1.13 Progress Meeting

A.Hold progress meeting s at least mon thly with the Engineer to review and discuss the status of the project.
1.Discuss the critical path, changes in sequencing, or approach to work, change orders, and potential delays.
2.Current and potential issues should be addressed with the intent of finding the most effective solutions to problems.
3.Include the contractor’s Project Manager, qualified scheduler, and appropriate field personnel .
4.Create an action item list that describes who is responsible for resolving existing or pending issues and the date by which the issue needs to be resolved to avoid contract delays.
B.Provide an updated four week look -ahead schedule each week.
1.This schedule must :
a.Be consistent with the most current schedule update.
b.Show the activities and finish dates of the previous week’s work, work in progress, and the next 4 weeks of anticipated work with a column for status/percent complete for each activity .
2.Genera te an electronic bar chart for the look -ahead schedule.
3.The look -ahead schedule is intended to be a more detailed breakout of the schedule update .
4.Use consistent activity names with the project schedule; provide related activity IDs as available.

1.13 Early Completion Schedule

A.Additional compensation for delays due to actions attributed to the Department may be due if the baseline s chedule and n arrative show that the work was planned to be completed early. Refer to Section 00777.
1.Days between an early completion date and the required substantial completion date are not float days.

Part 2 — PRODUCTS Not Used

Part 3 — EXECUTION Not Used

Source: Utah Standard Specifications for Road and Bridge Construction, 2026 Edition. Pages 6778 of 1,331.