Preconstruction Process
1. During the Pursuit: a.
Answer/respond to RFP b. Interview/presentation with potential client c. Final negotiations/award
2. Initial Estimate: a.
Estimating assistant and/or coordinator opens up a job number, puts the documents on LCI’s invitation to bid software (Building Connected) and creates the master filing system. b. Kick off meeting with LCI team/exchange project information, set expectations on deliverables, staff costs, subs to consult with, decide on tools to be used, etc. (Tab 02) c. Have a kick off meeting with the owner and design consultants to understand the goals and vision of the project. d. Leopardo team is to understand the roles of the PX, PM and estimators. The PX and PM lead the preconstruction effort with the estimators working in support of them using the preconstruction procedures and tools (Tab 06) e. Team lead is to hold story boarding session with estimating team describing the effort, items to capture on the area summary, review risks/opportunities, approach to the project, timing of work flow, deliverables, team assignments, review the tools to be used and determine if any new ones are required, create BDR template, etc. f. Value design-assist A/E in most cost effective types of substructures, super structures, enclosures, MEP systems, etc. and review overall approach to project (roles, identify other consultants that will be needed, discuss programming, stacking adjacencies, design schedule, etc.). (Tab 11) g. If the project is a LEED project identify the potential lead components. (Tab 12) h. Develop initial detailed budget in BDR (Tab 07) and use OST’s to layout assumptions based on outcome of the items aforementioned. (Tab 13) i. Prepare narrative using the Leopardo format outlining the assumptions made during budget development. (Tab 08) j. Create a performance spec for subcontractors to use for accurate budgeting. k. Create preliminary preconstruction/construction schedule. (Tab 14) l. Identify early bid packages. m. Put together bid packaging strategy (identify components needed in each). (Tab 15) n. Develop preliminary general conditions (by operations) and preconstruction estimating staff costs spanning multiple escalation periods. o. Develop preliminary trade general conditions. p. Develop site logistic plans. (Tab 18) q. Create project safety plan and review risk management procedures. (Tab 19) r. Compare initial budget against owner anticipated budget, tweak design parameters as required. Document agreements and cost reduction ideas on the cost control log. (Tab 20) s. Review/negotiate owner agreement and inform the VP of P/E of the terms and conditions affecting profitability (buyout savings, disposition of contingency, etc.). t. Hold a team charrette to review budget deliverable and adjust accordingly.
3. Schematic Design Phase:
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