Estimating/Operations Kick Off Meeting
LCI #: ________________________________________________________ Project: ______________________________________________________ Estimator: ____________________________________________________ Market Leader: ________________________________________________
Standard Project Discussion Points
Y Y Y Y
N N N N
1. Go-no-go review
2. Can we use/set up self perform
3. Project type/market
4. Relationship with end user
5. Who is the owner/decision makers and what are their goals and concerns for the project 6. Who is the architect & engineers/other consultants 7. LCI bid strategy including storyboarding, cost to estimate, estimating team selection, depth of effort, etc. 8. Division 1 logistics, schedule, safety, quality control plan, etc. 9. Review contract terms to maximize profitability (contract terms may not be known at that time) 10. Potential project risks 11. Who is the PX, PM and Supt.
Hard Bid Discussion Points
1. Which other GC’s are bidding 2. Special bid form or requirements
Y Y
N N
3. WBE/MBE /local participation
4. Private or public sector and what are the requirements if public 5. Determine subcontractor list and solicitation 6. Any restriction (MEP subs) typical for existing buildings/Healthcare 7. What is the street saying about the competition, other subs, the project, design team, client, etc.
Y
N
Preconstruction/Negotiated Discussion Points
1. Evaluation of documents (concept, hand sketches, DD, etc.) 2. Identify key sub trades based on operations and client input
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