Design (Updated every 6 months; 4 months for Construction Documents)
The DESIGN stages are used on reports that list an Architect or Primary Design factor. A design team has been selected at this point and design is underway. Design stage reports are usually issued prior to bidding, negotiating and/or start reports, although a project will be assigned a Design stage along with bidding, negotiating, start or construction if design is still in progress while the project is bidding or under construction.
- Planning Schematics
Design is still in the early stages, and the project is not expected to bid or start construction for more than four months. - Design Development
Design is well underway, and the project is not expected to bid or start construction for more than four months. - Construction Documents
The project will be bid or advance to construction within four months. This usually corresponds with advancement of the project design to Construction Documents or Working Drawings. - Pre-Qualification
A General Contractor or Construction Manager is being asked to submit Qualifications and bidding/construction is expected within four months. If the Owner is seeking GC/CM qualifications and the project will not advance to bid/ construction in four months or less, the project will have a dual action stage of Bidding with the appropriate Planning Schematics or Design Development action stage, depending on the advancement of the plans. If no architect or engineer is involved in the project before the GC/CM pre-qualification occurs, the project will be issued with the dual action stage of Bidding/Pre-Design.
Actions to take:
- Contact the design source to review product applications, obtain product approvals, or influence the specifications.
- Provide the project manager with pertinent product literature.
- Contact the Owner to pre-sell or influence product selection.
- Seek follow-up time frames.
- Determine if the project is right and pass up marginal jobs.
- Use personal calls or direct mail to attempt to negotiate a contract.
- Obtain product approval and specification.
- Get prequalified for a bid list.
- Adjust schedule for bidding or negotiations.