The document outlines the budgeting and construction processes for a partnership between Steward Health Care System and Suffolk Construction Company, including defining budget deliverables, constructability reports, logistics planning, scheduling, and authorizing project costs and requisitions. Suffolk will provide budget estimates at key design phases and a guaranteed maximum price to coordinate construction. The parties will hold regular meetings and Suffolk will manage subcontractor procurement and documentation like meeting minutes, submittals, and payment requisitions.

2. | Steward Health Care SystemSuffolk Construction Company, Inc.2
“PARTNERSHIP”

3. | Steward Health Care SystemSuffolk Construction Company, Inc.3
PRECONSTRUCTION

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TASKS
• Weekly Construction Meetings (A/E/C team only)
• Sustainable Design Meetings (if applicable)
• Public Approval Meetings (if applicable)
• Site Diligence
• Existing Condition Report
• Subcontractor Development
• Regulatory Approval
• Design Review

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PROJECT BUDGET

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BUDGET DELIVERABLES
• Order of Magnitude Initial SF or Lump Budget - the rough starting
point.
• Conceptual Design Budget with Full Constructability Report –
CR#1
– Including: Description, Issues, Existing Conditions, Logistics,
Master Campus Schedule, Project Specific Schedule,
Conceptual Budget Estimate. Due 2 weeks from issuance of the
design team document package.

7. | Steward Health Care SystemSuffolk Construction Company, Inc.7
BUDGET DELIVERABLES
• Schematic Design Budget with Full Constructability Report – CR#2
– Including: Description, Issues, Updated deliverables to all the
above, and the first Engineering Constructability Matrix, with
Design Team Input, Building Systems Narrative, and Value
Management Log #1 and the official Budget #1 with Suffolk in
house quantities in the schedule of values. Due 2 weeks from
issuance of the design team document package.

8. | Steward Health Care SystemSuffolk Construction Company, Inc.8
BUDGET DELIVERABLES
• Design Documents Budget with Full Constructability Report –
CR#3
– Including: All the above updated deliverables; with new
schedules and logistics, and finer detail Engineering
Constructability Matrix, which has been vetted and responded
by the Steward Design Team, Value Management Log #2, and
Budget #2 that has been sent out to at a minimum of 3
subcontractors; with rough bid tabs, and new updated in-house
Suffolk quantities for comparison. With the list of Qualifications
and Assumptions and Allowances and Hold Values known or
anticipated to date. Due 3 weeks from issuance of the design
team document package.

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BUDGET DELIVERABLES
• GMP Contract Value to coincide with a final review of the design
team’s 100 CD package that has answered and accounted for all
Qualifications and Assumptions and Holds and Allowances from
above.

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CONSTRUCTABILITY REPORT

11. | Steward Health Care SystemSuffolk Construction Company, Inc.11
CONSTRUCTABILITY REPORT
• Description
• Technical Constructability Report
• Detailed Report by Section
• Summary of Phasing

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ATTACHMENTS
• Floor Plans with Remarks
• Engineering Matrix
• Architectural Drawings
• Fire Protection Drawings
• Plumbing Drawings
• HVAC Drawings
• Electrical Drawings
• Logistics Plan
• Master Schedule for the
Campus
• Site Project Schedule
• Budget Estimate
• Historical Estimate
• Backup of Quantities

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LOGISTICS PLAN

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LOBBY LOGISTICS PLAN

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SURGERY LOGISTICS PLAN

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SCHEDULE

17. | Steward Health Care SystemSuffolk Construction Company, Inc.17
MASTER SCHEDULE

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PROJECT SCHEDULE

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BUDGET ESTIMATE

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BUDGET ESTIMATE

21. | Steward Health Care SystemSuffolk Construction Company, Inc.21
ESTIMATE #1 WITH QUANTITIES

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DISCUSSION

24. “PARTNERSHIP”

25. OPERATIONS
Project Management
•Project Authorizations
•Subcontractor Procurement
•PCO’s & Contingency Authorizations
•Requisitions
•Meeting Minutes and Reports
•Submittals/RFI’s
•Future Meeting Topics

26. PROJECT AUTHORIZATIONS
• Should be based on agreed to scope/cost/Q&A’s
• Text and Exhibits generated by Suffolk
• Items requiring discussion, Liquidated Damages, Holiday,
Subguard, CCIP

27. PROJECT AUTHORIZATION

28. EXHIBIT A

29. SUBCONTRACTOR PROCUREMENT
• Suffolk “Exhibit B” – Scope of Work
– Covers work not specifically shown or additional work
required
– Distributed to Suffolk Project Team and Steward PM for
review and comment.
• Subcontractor pricing is received, reviewed and tabulated
based on exhibit and distributed to Steward PM prior to
“best and final for comment.
• Bid tabs and exhibits are forwarded to Suffolk Purchasing for
best and final. Successful bidder is awarded project.
Steward PM is notified.

30. LETTER OF RECOMMENDATION
• Suffolk PM generates Subcontractor award approval letter
with Letter of Recommendation, Bid Tab & Exhibit B.

31. MEETING MINUTES
AND PM LOGS/REPORTS
• Meeting Minutes will be broken into standard sections,
indicate BIC, and date initiated.
• Minute items should be clear, concise and non-biased.
• Meeting Minutes should be distributed within 24-48 hours of
meeting so they can be used as a tool.
• Attachments weekly should include the following
– 3 Week Look Ahead
– Submittals
– RFI’s
– PCO’s/Contingency Authorization Log

32. MEETING MINUTES

33. 3 WEEK LOOK AHEAD

34. SUBMITTALS

35. PCO AND CONTINGENCY LOG

36. CONTINGENCY AUTHORIZATIONS

37. PCO

38. OWNER CHANGE ORDER

39. REQUISITIONS
• Pencil Received by 5th of every month to Steward PM
• Comments Due from Steward PM By 10th
• Final Signed Version, Suffolk and Architect Due to Steward
PM by 15th of the month
– Preconstruction Req are Letter Bills
– Construction Reqs (even if work occurs during
Preconstruction) are submitted on AIA G702, G703 &
signed by Architect

40. REQUISITIONS
FOR PRECONSTRUCTION

41. REQUISITIONS
FOR PRECONSTRUCTION

42. REQUISITIONS
FOR CONSTRUCTION

43. REQUISITIONS
FOR CONSTRUCTION

44. FUTURE MEETING TOPICS
• CCIP/Subguard
• Logistics
• ICRA/ILSM
• Scheduling
• Signage/Postings
• Shut Downs
• Scheduling
• A & E Deliverables

45. DISCUSSION