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PROJECT PLANNING PRODUCING THE PROJECT CONTRACT  Our “Reality Check” Budget provides our clients  with the cost framework ...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT   Aspirations and projected costs are in balance                          ...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACTDetailed Drawings and Product Schedules are createdThe goal is to provide c...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT                                                    Our goal is to produce ...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACTCLIENT NAME                                          VENDOR NAME           ...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACTCLIENT NAME                                              VENDOR NAME       ...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACTCLIENT NAME                                              VENDOR NAME       ...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT                                                       If you were not aske...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACTClear instructions about the purpose                                     Th...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACTThen each item is listed with space foryou to provide cost, time, and comme...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACTIf needed, we provide special notes about the task tocall attention to spec...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACTThose notes then appear in the in the final workauthorization         Desig...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACTWe enter cost informationprovided by every sub andproduct vendor and usethi...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT                                                    Our contract references...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACTThe client receives thewritten scope of workthat includes everyitem in each...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT The system is designed to keep us all aligned        Designers & Builders ...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT                                               By managing information in  ...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT                     What happens next?                     Once our client...
PROJECT PLANNING PRODUCING THE PROJECT CONTRACT                        MAKE                        SENSE        Designers ...
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Project contract

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A review for our trade partners describing the process we use to create a project contract

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Transcript of "Project contract"

  1. 1. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT Our “Reality Check” Budget provides our clients with the cost framework to choose what to do. Once they make that decision we get to work clarifying every detail of the real project so that you can provide a fixed cost for the scope of work items we’ll include in our contract. Here is how it works… Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  2. 2. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT Aspirations and projected costs are in balance with what it takes to accomplish those goals The features of the project are aligned… $ What’s possible At what cost NOW WE UNDERSTAND Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  3. 3. PROJECT PLANNING PRODUCING THE PROJECT CONTRACTDetailed Drawings and Product Schedules are createdThe goal is to provide cleardescriptions of the work to bedone, the materials to be used,and how they’re assembled Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  4. 4. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT Our goal is to produce a fixed price construction contract based on a clear scope of work for everyone involved. Here’s what we do to gain that clarity… Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  5. 5. PROJECT PLANNING PRODUCING THE PROJECT CONTRACTCLIENT NAME VENDOR NAME If you have provided preliminary budgetVENDOR NAME information we will send you the scope of work with the costs you provided Quote reference with date Quote reference with date Quote reference with date Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  6. 6. PROJECT PLANNING PRODUCING THE PROJECT CONTRACTCLIENT NAME VENDOR NAME This allows you to review and update each scope item, its cost, and add any comments. We provide INSTRUCTIONS clear instructions about what to do.VENDOR NAME VENDOR NAME Totals for Project Categories and Phases Reference to the quote date Confirm Each Cost or Update with comments Quote reference with date Quote reference with date Notes are provided for clarity Quote reference with date Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  7. 7. PROJECT PLANNING PRODUCING THE PROJECT CONTRACTCLIENT NAME VENDOR NAME Dates on plans for reference When we are all “on the same page” Total Contract Amount we will send you the final agreement and ask you to OK eachVENDOR NAME scope item one last time. VENDOR NAME FINAL AGREEMENT IS SIGNED BY BOTH PARTIES For confirmation every item is OK’d in the final version Quote reference with date Quote reference with date Your comments may be added for clarity Quote reference with date Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  8. 8. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT If you were not asked for an estimate during the “reality check” budget phase. We will send you the budget proposal form. We create this form to TASK ITEMS make responding clear and easy. Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  9. 9. PROJECT PLANNING PRODUCING THE PROJECT CONTRACTClear instructions about the purpose The project, who will do the work, the activeand use of the form are provided. plans, and the date A review of what to do A reminder about the need to respond in a reasonable time Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  10. 10. PROJECT PLANNING PRODUCING THE PROJECT CONTRACTThen each item is listed with space foryou to provide cost, time, and comments What is the estimated cost for each item and how long might it take Is this just an estimated cost or can it be used to go to Contract Comments about this item that we need to pay attention to Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  11. 11. PROJECT PLANNING PRODUCING THE PROJECT CONTRACTIf needed, we provide special notes about the task tocall attention to specific requirements or conditions. We add special technical notes, site conditions, or comments that you have provided about this task Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  12. 12. PROJECT PLANNING PRODUCING THE PROJECT CONTRACTThose notes then appear in the in the final workauthorization Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  13. 13. PROJECT PLANNING PRODUCING THE PROJECT CONTRACTWe enter cost informationprovided by every sub andproduct vendor and usethis to determine the finalcontract cost for theproject. Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  14. 14. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT Our contract references two essential project documents The Project Plans by title and date The Scope of Work that includes every item you have made a commitment to complete at an agreed cost A project start date and target completion period … and a timeframe Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  15. 15. PROJECT PLANNING PRODUCING THE PROJECT CONTRACTThe client receives thewritten scope of workthat includes everyitem in each phase andcategory in the exactsame language that youwere provided, butwithout the specialtechnical notes. Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  16. 16. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT The system is designed to keep us all aligned Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  17. 17. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT By managing information in this way we are striving to make the best use of everybody’s time. We depend on you to understand our process so the work goes smoothly and we are clear about what we expect from each other. Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  18. 18. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT What happens next? Once our client signs the construction contract we will be sending you your signed Independent Contractor Work Authorization (ICWA). You will be notified of the schedule and asked to maintain a commitment to your place in the master plan. Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
  19. 19. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT MAKE SENSE Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
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