FLOWCHART #3 - NEW BUILDING CONSTRUCTION AND MAJOR RENOVATION PLANNING MILESTONES

Transcription

1 1 NEW CONSTRUCTION AND MAJOR RENOVATION 2 Letter of Intent (LOI) to Bishop See note 3 Start developing: Financial plan Stakeholder list Communications plan 4 Implement: Financial plan Stakeholder list Communication plan 5 Develop RFQ for Architectural services Issue RFQ to architectural firms 6 Screen and Interview Architectural firms 7 Announce firm selection Contract review by parish and architectural firm Submit RFP, Scope of Work and Contract for DPBC presentation review 7A Develop RFQ for Project Construction Manager (PM) if project is over$750,000 Screen, interview and select PM. PM Contract to DPBC for review 8 Diocese processes Architectural contract for final approval Parish issues approved Contract to architectural firm 9 Diocese Processes PM Contract for final approval Parish issues approved contract to PM 10 PM develops Project Budget Architect Develops Concept Designs Review financial plan Review stakeholders and communication plan 11 Present Concept Designs to Stakeholders Review Discussion Approval 12 Present Selected Concept Design to Bishop or DPBC Review Discussion Approval 13 Schematic Drawings 14 Design Development Architectural firm develops Construction Documents RFP to Qualified General Contractors (GC) Parish, Architect and PM Review submitted bids Analyze Interview Select Finalize GC Contract Forward Pastor approved Contract to Diocese for legal review and approval Start Construction Grand Opening Blessing by Bishop See notes below

2 NOTES BLOCK #2: Letter of Intent (LOI) There are three (3) Letters of Intent (LOI): Worship Space, Non-Worship Space, and Worship and Non-Worship Space combined. See web site for samples. BLOCK #3: Begin Project Development Financial Plan a. Review existing resources. b. Review existing resource projections. c. Are there sufficient resources? 1. If not, discuss fund raising possibilities. 2. If not, consider Capital Campaign approach. d. Review needs, wants and requirements. Identify Stakeholders by category a. Ministries b. Parishioners c. Neighbors d. City & County officials, Neighborhood Boards, State Agencies e. Police and Fire Departments f. Local Politicians g. Diocesan Staff Communication Plan Develop a communication Plan for each Stakeholder category; , personal contact, letter, telephone or social media.

3 BLOCK #4: Implement Place in motion the Financial Plan along with the Stakeholder and Communication Plan BLOCK #5: Request for Qualifications (RFQ) See for sample. a. Identify three or four Architectural Firms with credentials associated with the type of project (Church, School or Parish Hall, etc.). b. Develop an RFQ. Survey Stakeholder wants, needs and requirements. The most important element for a project looking out 20 years is a highly sophisticated demographic study and should be included in the evaluation of the RFQ recipients. c. Consider forming a special RFQ Evaluation and Selection Committee. d. Issue the RFQ. BLOCK #6: Interview Architectural firms RFQ Evaluation and Selection Committee; Screen, interview and question, re-interview and question, evaluate and select. BLOCK #7: Selected Architectural Firm and Request for Proposal (RFP) Publish Architectural Firm Selection to appropriate Stakeholders. Refine Scope of Work (Architectural Program) with the Architect. Review Architectural Program, RFP and Architectural Agreement with the Diocesan Planning and Building Commission (DPBC). BLOCK #7A: Develop RFQ for Project Manager (PM) Develop RFQ for hiring a Project Manager Screen, interview, evaluate and select Process Project Manager Agreement for DPBC review, BLOCK #8: Issue Architectural Agreement Process Agreement for Diocesan review, approval and signature Notify appropriate Stakeholders when The Architectural Agreement is approved

4 BLOCK #9: Project Manager RFP Notify appropriate Stakeholders when the Project Manager Contract is approved. BLOCK #10: Develop Concept Designs The Architect, PM with the Parish Project team develop 3 or 4 Design Concepts Each Design Concept should show the advantages and disadvantages of each with a Rough Order of Magnitude cost for each. Review the progress of the Financial Plan. Review and update the Stakeholder list and Communication Plan. BLOCK #11: Present Design Concepts and Financial Plan to Appropriate Stakeholders Appropriate Stakeholders review; discuss the Design Concepts and Financial Plan. Select a Design Concept. BLOCK #12: Present Design Concept, Financial Plan and Stakeholder Support to the Bishop Review discuss and gain approval. BLOCK #!3 and #14: Architectural Design work Schematic Design; Architect, PM and Parish Project Team review, discuss and approve Schematic Design. Design Development; Architect, PM and Parish Project Team review, discuss and approve Design Development. BLOCK #15: Construction Documents Architect develops Construction Documents for Bid. Architect, PM and Parish Project Team review, discuss and approve Construction Documents. BLOCK #16: RFP to Qualified General Contractors PM to screen and qualify potential General Contractors. Architect, PM and PPBC conduct pre bid Conference for qualified bidders followed by job site walk through.

5 BLOCK #17: Review General Contract submitted bids Analyze bids with Architect. Interview competitive bidders discuss potential savings. Select General Contractor. Value Engineering, if necessary; Architect, PM and PPBC reconsider material selections to lower costs. BLOCK #18: Finalize General Contractors Contract Forward Pastor approved Contract for Diocesan Processing. BLOCK#19: Start Construction BLOCK #20: Grand Opening and Bishops Blessing