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Below are problem statements from past
competitions....
Heavy
Highway
Commercial
Design
Build
Residential
Problem Statement
2003
Your state DOT has
just issued the contract documents for a project your firm has been tracking for
several months. You expect the
competition to be tough (at least 6 other bidders), but you think your firm has
developed some competitive advantages.
As part of the
competition your company is required to submit a complete bid package, develop a
thorough estimate and project schedule.
-
The Bid Package will be
similar to any DOT competitively bid, unit price job.
Your company should acquaint itself with these standard procedures
before the competition.
-
In addition to the bid package
you company must submit it’s Estimate of costs for review and
comment during the oral presentation.
-
Emphasis will be placed on your
companies self performed work. This
will include highway grading and asphalt paving (including asphalt plant
mix), structural concrete bridges (including batching), maintenance of
traffic, and overhead costs.
-
Your methods and crew analysis
should be included for each item of self performed work including a
detailed cost breakdown of labor, equipment, materials, subcontractors and
necessary supplies.
-
The Project Schedule that
your team develops will also be submitted for review during oral
presentations. The contract
will be A+B, requiring resource loading and leveling.
-
The Oral Presentations
will closely resemble a contractor’s internal bid review process.
Teams should be prepared to review their approach to the job
including the critical path on the schedule, estimated production rates and
project management requirements
Problem Statement
2003 Fall
Your
firm has the reputation for fast track urban transit work, and the ability to come up with cost
effective ideas and innovative equipment for varying soil conditions.
Due to your firm's reputation, your firm is invited to submit a proposal
for construction of foundation for a fast track urban transit project.
There are several environmental and noise issues that will need to be
addressed as part of your proposal. These
will be addressed closer to the bid date. The
R.O.W. is very tight in some areas of the job and headroom restrictions exist as
well. The new foundations are on
the critical path, and must be completed in a timely manner.
The
owner has very strict requirements on the methods of construction.
Your proposal must be within the owner's strict guidelines. Obstruction
may be encounter during the foundation construction.
The new foundations may include auger cast piling, concrete bearing pile,
or caissons.
Your
firm is to submit a proposal for the construction of the foundation system.
The proposal should include a cost estimate, means, method and a detailed
scheduled.
Problem Statement 2003 Spring
A public works project has just advertised in your area.
Your company has been tracking this project and will be submitting a bid.
It is a fixed unit price bid with schedule requirements.
The owner has chosen the A + B bidding format:
Total Bid (A)
= _________________
Total Bid (B)
$3,000
x ____________________
= _________________
(cost per day)
(enter calendar days bid)
(not to exceed ___ days)
Total Basis for Comparison (A + B)
= _________________
A = Total Bid by contractor (amount to be paid at completion of the
project)
B = Calendar Days required for construction as determined by the
contractor
This project involves: concrete structures, excavation and embankment, pile driving,
support of excavation, large diameter pipe, concrete box culvert, and
dewatering.
Your company will be required to submit a complete A
+ B bid for the project in accordance with the line items in the Bid Form.
You will need to consider all elements of bid preparation including but
not limited to: quantity take-off, means and methods, production factors,
schedule, direct costs, indirect costs (overhead) and risk analysis.
You will be required to analyze quotations from
material suppliers and subcontractors. It
is an equipment intensive project and you will need to select equipment
appropriate for the job. Local wage
and equipment rates will be provided with the problem statement.
The following must be submitted with the sealed Bid:
§
Completed
Bid Form.
§
Detailed
cost analysis supporting each price submitted on the Bid Form, including “at a
minimum” quantity take-offs, labor and equipment cost, permanent material
pricing, subcontract pricing and small tools/supplies utilized.
§
Detailed
cost analysis of indirect costs (overhead) and an explanation of how it is
allocated to the Bid Form line items.
§
A written
description of the means and methods.
§
A
manpower loaded critical path method schedule for the project.
Problem Statement 2005 Fall
The owner is concerned that
the successful contractor be able to achieve his schedule and understands the
environmental complexities of the project.
The Army Corps of Engineers 401 permit will be provided with the problem
statement.
-
Your local market is booming and the competition is
fierce. But an unusual project from an unusual owner has just come out for
bid. You have experience with the type of work and locale. To win the job
you have to be low bidder. To bid the job you have to gain your District
Manager’s confidence and put together a thorough estimate without errors.
- As part of the competition you must complete and
submit a Bid Package
as stipulated in the documents. It will be a competitively bid unit
price job.
- In addition to the bid package, your company must
submit its Estimate.
·
The estimate should include a detailed cost breakdown of
labor, equipment, materials, subcontracts and other necessary supplies for
each bid item.
·
In addition to your estimated costs, your methods of
construction should be clear for each bid item.
·
Overhead costs should be identified and allocated.
·
Include an explanation of risk and margin analysis.
·
The work involves RCC and some challenging ground conditions.
- The Project
Schedule that your team develops will also be submitted
for review during your oral presentation.
- The oral presentation will be run like a
contractor’s internal Estimate
Review Meeting. Cost is important but if your scheme
doesn’t gain your District Manager’s confidence it won’t matter.
Heavy
Highway Division 2006
A transportation oriented public works project that you
have been tracking for a long time is finally out in your area. You expect 2 or
3 other bidders. You’ve got to be cheap but you can’t afford to be wrong. You
will need your most experienced team on this one.
-
As part of the competition you must complete and
submit a Bid Package as
stipulated in the documents. It will be a competitively bid unit price job.
-
In addition to the bid package, your company must
submit its Estimate.
·
The estimate should include a detailed cost breakdown of labor,
equipment, materials, subcontracts and other necessary supplies for each bid
item.
·
In addition to your estimated costs, your methods of construction
should be clear for each bid item. In the final problem statement there will be
specific requests for methods, manpower and equipment usage for designated
items of work.
·
Overhead costs should be identified and allocated.
·
Include an explanation of risk and margin analysis.
·
The work requires concrete batching, structural concrete
(bridgework), concrete paving and more…
-
The Project
Schedule that your team develops will also be submitted for
review during your oral presentation. Computerized cpm schedules are o.k.,
but bring adequate schedule paper for hand drawn schedules.
-
The oral presentation will be run like a contractor’s
internal Estimate Review Meeting.
Cost is important but if your scheme doesn’t gain your District Manager’s
confidence it won’t matter.
Heavy Civil Division - Problem Statement 2007 – Fall
Because of your company’s good
reputation as a reliable structural concrete subcontractor, a large general
contractor has contacted you to submit a proposal to them for construction of a
portion of one project for a large mass transit system. Although they could
easily do this particular portion with their own forces, there are several more
projects that comprise the overall system coming up for bid in the near future.
They hope to enlist the help (resources) of several subcontractors to increase
their chances of being able to construct all of the projects in the system.
The contractor’s bid to the owner
for this work will be one Lump Sum – complete in place. However, they will make
sure you have everything included for this portion of the project by requiring a
detailed breakdown of your estimate for the work rather than one Lump Sum.
Key to the success of this
proposed subcontract is your ability to supply the necessary manpower and
equipment to complete the work. Giving them your estimate of these resource
requirements will enhance their confidence in you. Also, the bid documents
require a projected cash flow for the work so it is to your advantage to supply
this information on your portion for incorporation into their proposal.
Time is of the essence for them
and so it will be for you. Since access and working room will be tighter than
normal for all involved, they will want you in and out in a timely manner. They
have work to do on both ends of your portion so they will want to know where you
will start, where you will finish and details of everything in between so they
can plan their work accordingly.
The general contractor has a formal bid proposal to
complete for submission to the owner, however you do not. You have flexibility
on what to submit and how to present it. To gain the general contractor’s
confidence, all of your information should be submitted in a professional manner
using the latest computer software and project management technology.
In addition to your written proposal, the general
contractor will schedule a meeting with you to give you a chance to explain and
elaborate on your proposal. You will want to convince them that your
methodology and plan will succeed. An accurate and feasible plan that
anticipates field problems as well as other constraints will give the general
contractor the confidence they need to enter into a subcontract with you. A
successful project will likely lead to more opportunities with this company.
Problem Statement
for 2003 Fall
The project is a 345,000 square foot state of the art replacement health care facility for a client that is one of the leading healthcare
providers in the area of the country they are located. The
project was negotiated and delivered using a CM at risk
method. You will be responsible for providing a proposal
that includes but not limited to: schedule, cost estimate,
safety awareness, key issue analysis, organizational chart, IFBP matrix.
IFBP matix:
Issues - What issues do the owner have
Features - What features does my company have that address the issue
Benefits - What benefit will this be to the client
Proofs - How do I show my feature as a benefit to the owner that addresses the issue, e.g. past records
There will be an estimate a portion of the building with the remaining information given as part of the problem.
Problem Statement for 2003 Spring
The project is a 325,000 square foot state of the art
replacement healthcare facility for a client that is the largest for-profit
Healthcare provider in the country. The project is negotiated and delivered as a
CM at risk method. Your team will be responsible for providing a proposal that
includes but not limited to: Schedule, Cost Estimate, Safety Awareness, Quality
Awareness, Key Issues Analysis, Preconstruction/Construction Approach,
Organizational Chart, and IFBP Matrix.
IFBP Matrix:
- Issues - What issues does the Owner have.
- Features - What features does my company have that address
the issues.
- Benefits - What benefits will there be to the client.
- Proofs - How do I show my features as a benefits to the
Owner that addresses the issues, e.g. past records, experience.
Problem Statement for Fall 2004
The Owner is seeking a well qualified company to act as the
General Contractor and provide construction management services.
The project is a 230,000 GSF multi-story office building for one of the
leading Home Mortgage companies.
The project is a structural steel framed building
with slab on metal deck floors. The
enclosure includes precast, curtain wall, punched windows and metal panels.
The building emphasizes an open office environment that maximizes the
amount of natural light and views of the city skyline.
You proposal should include Price, Schedule, Safety,
Management, and Quality. The Owner
is very concerned about the project costs and would welcome any Value
Engineering options.
Problem statement for Fall 2005
A commercial building in a downtown urban setting for a private
owner which will include a significant expansion to an existing facility as well
as the renovation of the existing space. The expansion and renovation portions
of the work will be phased. Implementation is highly logistical
around the Owner's 24/7 operations. Delivery method and procurement will be a
General Contractor relationship using a Guaranteed Maximum Price
Problem statement for Fall 2006
Your competition project is a sizeable Healthcare
facility located in a rural Midwestern community. The schematic drawings
show a single story building approximately 30, 000 SF with provisions for future
expansion. The building is a steel frame structure with masonry skin.
The owner has procured a six-acre site for the facility. Site utilities have not
been determined at this time and will require separate budgets and design
assistance. The design for the project is underway and it is anticipated
that the project will start in the spring of ’07.
Your proposal should include developing detailed
approaches for the following; a construction budget and total project budget,
overall project schedule and construction schedule, site safety plan, project
logistics and quality assurance plans. An organizational chart, along with
resumes’ of key staff members is a requirement for this proposal.
You will be required to identify premiums in your
budget for LEED certification, as well as demonstrate your ability to utilize
Building Information Modeling (BIM) during the preconstruction process.
Lastly, you will be required to demonstrate your knowledge of ICRA during the
interview.
Please be aware that this owner has limited funds
and the possibility of budget reductions to achieve the financial funding are
some things that you will be asked to evaluate at a later date.
Problem statement for Fall 2007
Your competition project is
an Inpatient Care facility located in an urban residential, Midwestern
community. The schematic drawings show a single story building of approximately
40,000 SF. The building is a steel frame structure with multiple types of
skin. The owner has procured a four-acre site for the facility. Demolition and
abatement of an existing structure is by others. Existing utilities will not be
removed. Close proximity of neighborhoods and a retirement facility might need
further examination. The design for the project is underway and it is
anticipated that the project will start in March of 2008.
Your proposal should
include developing detailed approaches for the following: a construction budget
and total project budget; construction schedule and an overall project schedule;
site safety plan; site logistics plan; and a quality assurance plan. An
organizational chart, along with resumes of key staff members is a requirement
for this proposal as well.
You will be required to
identify premiums in your budget for sustainable design, as well as demonstrate
your ability to utilize Building Information Modeling (BIM) during the
preconstruction process. Lastly, you will be required to demonstrate your
knowledge of ICRA during the interview.
Please be aware that this
owner is a not-for-profit organization with a prescribed, not to exceed budget.
Meaning there is a possibility of value engineering efforts to maintain the
available dollars for construction. You would then be asked to submit your value
engineering ideas and pricing. The owner reserves the right to make the final
selection based upon “best value”.
REQUEST
FOR QUALIFICATIONS (RFQ) 2004 Fall
Project Description
Unisource Realty, a division of Unisource Worldwide, Inc. is
soliciting proposals from Design-Build contractors for the construction of a new
165,000 square foot office-warehouse facility located on a 16 acre site in
Sacramento, California.
The Owner, Unisource Realty, will contract with one company
to provide complete design-build services.
Selection will be based on a “best value” to the Owner.
The Design-Builder will establish a stipulated lump sum proposal for the
project. The contract for the
design-build construction services shall consist of documents provided by the
Owner for preparation of the proposal, the proposal of the successful
design-build contractor, and AIA Document A191, “Standard Form of Agreements
Between Owner and Design/Builder, 1985 Edition.
Scope of Services
The Design-Build contractor shall provide design and
construction documents consisting of, but not necessarily limited to the
following: civil engineering
(including grading, drainage and utility plans), architectural, structural,
mechanical, electrical, plumbing, fire protection, landscaping and irrigation
plans and specifications; and all construction services required to complete the
project in accordance with the Design-Build documents.
The work will be completed in accordance with specifications, drawings
and reports provided by the Owner, and working drawings and specifications
generated by the Design-Builder that conform to all local, state and national
Codes (including ADA), including but not limited to: 1993 BOCA Basic Building Code/Uniform Building Code, Uniform
Fire Code, Uniform Plumbing Code and the National Electric Code.
The building is to be designed in accordance with Use Group S-1, Moderate
Storage, Type 2-C Construction Unlimited Area, Fully Sprinklered as defined by
the 1993 BOCA Basic Building Code. The
Design-Builder will acquire and pay for all permits required for the project, as
well as all plan check fees, water and sewer connection fees, water meter fees
and electric and gas connection fees. Any
Hazardous Material studies or technical reports required by the governing
authorities will be prepared by the Design-Builder.
Complete working drawings and specifications will be
furnished to the Owner for approval prior to submittal to the building
department and at start of construction. Working
drawings will bear the seal of licensed architects and engineers of the State of
California. Should a governing body
or local building inspector require that a change be made to any phase of the
building plans or specifications after they have been prepared and approved and
permits issued, any additional cost for said changes will be paid by the
design-builder. It is the intent
that the design-builder be solely responsible for all costs associated with
coordinating the plan and specifications with all agencies having jurisdiction
over the project.
Minimum RFQ Requirements
Minimum Requirements for this project include evidence of
completed projects of similar scope and complexity. Firms must submit 6 copies of their proposal, which accounts
for 10% of the selection. The
minimum specific requirements are:
Provide general company information, which includes:
1)
History of company
2)
Description of divisions or area offices
3)
Types of services provided by your firm
4)
Percent of total work procured under the each of the following project
delivery approaches (Lump Sum Competitive Bid, Design-Build, CM at Risk, other)
5)
Professional Liability Insurance Limits
6)
Number of employees
7)
Annual volume the last three years (provide breakout for Design-Build
projects)
8)
EMR the last three years
9)
Current and projected workloads
Provide 5 examples of relevant project experience, which
includes:
1)
Project name and description
2)
Owner
3)
Gross square feet
4)
Cost per square foot
5)
Building structural type
6)
Project schedule
7)
Your company’s key personnel
Provide project team information for this project, which
includes:
1)
Demonstrated experience as a project team designing and constructing
projects of a similar scope
2)
Description of each team member’s role on the project
3)
One page summary for each team member describing their qualifications and
relevant experience
4)
Organization chart showing roles and relationships of each team member
Note:
If design and construction services are to be provided by two separate
firms, provide information above for each firm as applicable.
Provide
specific project management techniques, including:
1)
Describe your project estimating system, both for preconstruction and
monitoring
during
construction.
2)
Describe your project management system, cost accounting and office
record
keeping.
3)
Describe your field administration system, including record keeping logs,
submittal processing, record drawings, changes to the work, and closeout.
4)
Describe your project scheduling system, and its ability to interface
with Microsoft Project software used by the Owner.
Qualifications
Due
To be determined by the ASC Region IV Guidelines
provided by others.
Request for Proposal (RFP)
After the RFQ proposals are submitted, the RFP including the
program documents and site plan will be issued to all short-listed firms in both
hard copy and on CD in AutoCAD 2000.
One set of 1/16 scale or larger conceptual level drawings
based on program requirements and site plan issued at the Pre-Competition
Conference will be required in your proposal.
A set of conceptual level drawings must include at a minimum, but is not
limited to:
-Site
plan showing building and expansion areas.
-Interior
improvement plan
-Structural
column layout and roof framing orientation
-Two
building elevations
-Preliminary
grading plan showing site boundary, pavement, curb and finish floor elevations.
Other minimum requirements of the RFP will include your
firm’s specific approach for construction sequencing, project schedule, cost
breakdown and discussion of your company’s key design features that you
propose for the project.
REQUEST FOR QUALIFICATIONS (RFQ) 2003 Fall
Project Description
The
City of McAlester, Oklahoma seeks a firm to provide architectural/engineering
services plus construction services for our new Public Safety and Municipal
Courts Building. The project shall consist of 95,000 gross square feet of new
space to house the city’s Police Department and provide new Municipal Courts.
In addition to the building, parking must be provided.
The site is approximately 31 acres (not all of which will
be used) located just East and South of downtown.
The completion of this $15.7 million (total design and construction cost)
is tentatively planned for September 2004. The project shall be housed in one building.
The new facility will support Police Investigations, Patrol/Traffic,
Records, Community Resources, Administration and Support Services.
The Municipal Courts will include the City Attorney’s department as
well as Judges Chambers. Appropriate
security measures throughout the facility will also be included.
Scope of Services
RFQ
for services of: Design-Build
The
City of McAlester anticipates using the Design-Build approach to project
delivery. The Design-Builder will
establish a Guaranteed Maximum Price (GMP) in conjunction with the City.
The Design-Builder will evaluate among other things availability of
materials and labor, project schedule, project costs as they relate to the
established budget, and constructibility and will work with the City throughout
the value engineering phases of the project.
The City has already completed the programming for this facility, which
will be available during the Request For Proposal (RFP) phase of this process to
firms that are invited to submit a proposal.
Therefore the design portion of this proposal should only include concept
design, schematic design, design development, construction documents and
construction contract administration. Full
pre-construction and construction services should also be included in this
proposal.
Minimum RFQ Requirements
Minimum
Requirements for this project include evidence of completed projects of similar
scope and complexity. Firms must
submit 6 copies of their proposal, which accounts for 10% of the selection.
The minimum specific requirements are:
Provide
general company information, which includes:
1)
History
of company
2)
Description
of divisions or area offices
3)
Types of
services provided by your firm
4)
Percent
of total work procured under the each of the following project delivery
approaches (Lump Sum Competitive Bid, Design-Build, CM at Risk, other)
5)
Professional
Liability Insurance Limits
6)
Number of
employees
7)
Annual
volume the last three years (provide breakout for Design-Build projects)
8)
EMR the
last three years
9)
Current
and projected workloads
Provide
relevant project experience, which includes:
1)
Project
name and description
2)
Owner
3)
Gross
square feet
4)
Cost per square foot
5)
Building
structural type
6)
Project
schedule
Provide
project team information, which includes:
1)
Demonstrated
experience as a project team designing and constructing projects of a similar
scope
2)
Description
of each team member’s role on the project
3)
One page
summary for each team member describing their qualifications and relevant
experience
4)
Organization
chart showing roles and relationships of each team member
Note:
If design and construction services are to be provided by two separate
firms, provide information above for each firm as applicable.
Qualifications
Due
To be determined by the ASC Region IV Guidelines provided
by others.
Request for Proposal (RFP)
After
the RFQ proposals are submitted, the RFP including the program document and site
plan will be issued to all short-listed firms in both hard copy and on CD in
AutoCAD 2000.
One
set of 1/16 scale or larger conceptual level drawings based on program
requirements and site plan issued at the Pre-Competition Conference will be
required in your proposal. A set of
conceptual level drawings must include at a minimum, but is not limited to:
-Site plan showing location of building and parking
in relationship to existing site
-First floor plan
-Basement, typical or second floor plan
-Two building elevations
Other
minimum requirements of the RFP will include your firm’s approach to
conceptual estimating, value engineering, scheduling, and project management.
You must also demonstrate your analysis of a minimum of two options for
the building’s structural system and exterior skin system.
These should include cost, schedule, and quality factors.
Development of the conceptual design will only be required for your
recommended system.
REQUEST FOR QUALIFICATIONS (RFQ)
Spring 2003
Project Description
The
United States Postal Service (USPS) seeks a firm to provide
architectural/engineering services plus construction services for modifications,
additions, and upgrades required on the Processing and Distribution Facility
located in Kansas City, Missouri. The required upgrades include architectural
and structural revisions to accommodate new sorting equipment, new security
provisions, additional look-out galleries, chemical detection units, and
revisions to the loading dock area. Additionally, the entire facility will be
upgraded as required to meet current ADA standards.
In addition to the interior modifications and upgrades, the workroom
areas will be expanded. This
expansion is anticipated to be approximately 56,000 square feet.
Project cost is expected to be between $10 and $20 million.
Scope of Services
RFQ
for services of: Design-Build
The
USPS will contract with one company to provide complete design-build services.
Selection will be based on a “best value” to the Government.
The Design-Builder will establish a Guaranteed Maximum Price (GMP) in
conjunction with the USPS. The
Design-Builder will evaluate project schedule, project costs as they relate to
the established budget, and sequencing of work so that current operations will
not be compromised. The selected
Design-Builder will coordinate all plans and specifications with construction
services personnel at the regional USPS office in St Louis, Missouri.
The actual construction plan and sequencing will be coordinated with the
Postmaster, Kansas City, Missouri. The
USPS will provide specific design criteria for the modifications and upgrades
for this facility, which will be available during the Request For Proposal (RFP)
phase of this process to firms that are invited to submit a proposal.
Minimum RFQ Requirements
Minimum
Requirements for this project include evidence of completed projects of similar
scope and complexity. Firms must
submit 6 copies of their proposal, which accounts for 10% of the selection.
The minimum specific requirements are:
Provide
general company information, which includes:
1)
History
of company
2)
Description
of divisions or area offices
3)
Types of
services provided by your firm
4)
Percent
of total work procured under the each of the following project delivery
approaches (Lump Sum Competitive Bid, Design-Build, CM at Risk, other)
5)
Professional
Liability Insurance Limits
6)
Number of
employees
7)
Annual
volume the last three years (provide breakout for Design-Build projects)
8)
EMR the
last three years
9)
Current
and projected workloads
Provide
relevant project experience, which includes:
1)
Project
name and description
2)
Owner
3)
Gross
square feet
4)
Cost per square foot
5)
Building
structural type
6)
Project
schedule
Provide
project team information, which includes:
1)
Demonstrated
experience as a project team designing and constructing projects of a similar
scope
2)
Description
of each team member’s role on the project
3)
One page
summary for each team member describing their qualifications and relevant
experience
4)
Organization
chart showing roles and relationships of each team member
Note:
If design and construction services are to be provided by two separate
firms, provide information above for each firm as applicable.
Provide specific
project management techniques, including:
1) Describe your project
estimating system, both for preconstruction and monitoring
during construction.
2)
Describe your project
management system, cost accounting and office record
keeping.
3)
Describe your field
administration system, including record keeping logs,
submittal
processing, record drawings, changes to the work, and closeout.
Qualifications
Due
To be determined by the ASC Region IV Guidelines provided
by others.
Request for Proposal (RFP)
After
the RFQ proposals are submitted, the RFP including the program document and site
plan will be issued to all short-listed firms in both hard copy and on CD in
AutoCAD 2000. The existing facility
was constructed in 1967, and complete plans will not be available electronically
to the proposing design-builders.
One
set of 1/16 scale or larger conceptual level drawings based on program
requirements and site plan issued at the Pre-Competition Conference will be
required in your proposal. A set of
conceptual level drawings must include at a minimum, but is not limited to:
-Site plan showing building and expansion areas.
-Interior modification plan
-Graphic construction sequencing plan for all
modifications.
-Two building elevations
Other
minimum requirements of the RFP will include your firm’s specific approach for
construction sequencing and non-interruption of current Postal operations.
Summary
The original solicitation for qualifications for
Design-Build Services is hereby modified with the following:
Modifications
-
The
project documentation for the original facility is not available in
electronic format. Therefore,
the RFP that is issued to short listed firms will contain only copies of the
original project documentation. Proposers
will be required to transfer the appropriate information from these copies
onto their own formatted drawings required for submission.
The requirements for submission will remain as originally stated.
-
The
expansion size is hereby modified to be approximately 30,000 square feet in
lieu of 56,000 square feet as originally advertised.
The estimated value is still expected to be between $10 and $20
million.
-
No
other modifications.
Qualifications Due
Amendment number 1 shall not affect the submission
deadline.
Problem Statement 2005
REQUEST FOR QUALIFICATIONS (RFQ)
Project Description
The Louis Pasteur Institute
(LPI), St. Louis, Missouri seeks a firm to provide architectural/engineering
services plus construction services for the new Medical Research Building. The
project shall consist of approximately 60,000 gross square feet of new clinical
and research space, and may be expanded to provide rental medical office spaces.
Consideration is being given to LEED Certification for the facility.
Completion of this facility is required by September 2007. The project shall
be housed in one building. The new facility will include a vivarium,
bio-security level 3 (BSL 3) spaces, surgical training spaces, medical research
labs, clinical offices spaces, and medical tenant spaces. An auditorium is
desired to be a part of this facility if funding becomes available.
Scope of Services
RFQ for services of:
Design-Build
LPI anticipates using the
Design-Build approach to project delivery. The Design-Builder will establish a
Guaranteed Maximum Price (GMP). The Design-Builder will evaluate site usage and
recommend to the board the appropriate site usage considering possible
expansion. Additionally, the Design-Builder will evaluate project schedule,
project costs as they relate to the established budget. The design and
evaluation will be required to be compatible with LPI Master Planning Committee
objectives for the project. LPI has prepared preliminary program requirements
for this facility, which will be available during the Request For Proposal (RFP)
phase of this process to firms that are invited to submit a proposal. The
Design-Builder will be required to evaluate the preliminary program and include
in the adopted program potential rental space for future tenants. Normal
construction services will be an integral part of the required services.
Minimum RFQ Requirements
Minimum Requirements for
this project include evidence of completed projects of similar scope and
complexity. Firms must submit 6 copies of their proposal, which accounts for
10% of the selection. The minimum specific requirements are:
Provide general company
information, which includes:
-
1)
History of company
-
2)
Description of divisions or area offices
-
3)
Types of services provided by your firm
-
4)
Percent of total work procured under each of the following project
delivery approaches (Lump Sum Competitive Bid, Design-Build, CM at Risk,
other)
-
5)
Professional Liability Insurance Limits
-
6)
Number of employees
-
7)
Annual volume the last three years (provide breakout for Design-Build
projects)
-
8)
EMR the last three years
-
9)
Current and projected workloads
Provide relevant project
experience, which includes:
-
1)
Project name and description
-
2)
Owner
-
3)
Gross square feet
-
4)
Cost per square foot
-
5)
Building structural type
-
6)
Project schedule
Provide project team
information, which includes:
-
1)
Demonstrated experience as a project team designing and constructing
projects of a similar scope
-
2)
Description of each team member’s role on the project
-
3)
One page summary for each team member describing their qualifications
and relevant experience
-
4)
Organization chart showing roles and relationships of each team
member
Note: If design and construction services are to be
provided by two separate firms, provide information above for each firm as
applicable.
Qualifications Due
To be determined by the ASC
Region IV Guidelines provided by others.
Request for Proposal (RFP)
After the RFQ proposals are
submitted, the RFP including the program document and tentative site plan will
be issued to all short-listed firms in hard copy format. A CD will be prepared
for each qualified bidder that contains the proposal requirements, the
preliminary program, adjacency requirements, and plans as appropriate in either
PDF or AutoCAD format.
One set of 1/16 scale or
larger conceptual level drawings based on program requirements and site plan
issued at the Pre-Competition Conference will be required in your proposal. A
set of conceptual level drawings must include at a minimum, but is not limited
to:
-Site plan showing location of building and parking in relationship to existing
site
-First floor plan
-Basement, typical or second floor plan
-Two building elevations
Other minimum requirements
of the RFP will include your firm’s approach to sustainable design and “green”
building techniques, conceptual estimating, value engineering, scheduling, and
project management. Site evaluation and site usage will be major selection
criteria.
Design Build 2006
REQUEST FOR QUALIFICATIONS (RFQ)
Project Description
Penske Automotive Group (PAG) is soliciting proposals from
Design-Build contractors for the construction of 65,000 square foot Lexus
Dealership and 30,000 square foot service building for an existing Mercedes
showroom (new service building will need to be attached to existing showroom
building). The existing showroom building is located on a 23 acre site in San
Diego, CA. The showroom building will need to remain open during the
construction of both buildings with as little disruption to “everyday”
activities as possible.
The Owner, PAG, will contract with one company to provide
complete design-build services. Selection will be based on a “best value” to
the Owner. The Design-Builder will establish a stipulated lump sum proposal for
the project. The contract for the design-build construction services shall
consist of documents provided by the Owner for preparation of the proposal, the
proposal of the successful design-build contractor, and AIA Document A191,
“Standard Form of Agreements between Owner and Design/Builder, 1985 Edition.
Scope of Services
The Design-Build contractor shall provide design and
construction documents consisting of, but not necessarily limited to the
following: civil engineering (including grading, drainage and utility plans),
architectural, structural, mechanical, electrical, plumbing, fire protection,
landscaping and irrigation plans and specifications; and all construction
services required to complete the project in accordance with the Design-Build
documents. The work will be completed in accordance with preliminary
specifications, drawings and reports provided by the Owner, and working drawings
and specifications generated by the Design-Builder that conform to all local,
state and national Codes (including ADA), including but not limited to: 2000
IBC, 2000 IMC, 2000 IPC, 2003 IFC and 1999 NEC. The building is to be designed
in accordance with B-Occupancy for customer and office areas and S-1 for parts
and service areas, Fully Sprinklered as defined by the 2003 IFC. The
Design-Builder will acquire and pay for all permits required for the project, as
well as all plan check fees, water and sewer connection fees, water meter fees
and electric and gas connection fees. Any Hazardous Material studies or
technical reports required by the governing authorities will be prepared by the
Design-Builder.
Complete working drawings and specifications will be
furnished to the Owner for approval prior to submittal to the building
department and at start of construction. Working drawings will bear the seal of
licensed architects and engineers of the State of California. Should a
governing body or local building inspector require that a change be made to any
phase of the building plans or specifications after they have been prepared and
approved and permits issued, any additional cost for said changes will be paid
by the design-builder. It is the intent that the design-builder be solely
responsible for all costs associated with coordinating the plan and
specifications with all agencies having jurisdiction over the project.
Site Design Criteria
Site should have good flow for
customer access off City Streets.
The owner would like to
maximize display pad space along South and West sides of the site.
The owner intends to install a
75’ tall LED display sign as part of the signage package. Please allow for a
20’w x 40’l area to install the sign. This sign should be located to maximize
visibility.
Parking counts will be provided
and the site will need to be designed to accommodate those counts.
Service, service staging and
employee parking should not be visible to the public, screening or alternative
means should be considered.
Building Design Criteria
Lexus Department Requirements:
Showroom – approximately
39,000sf of showroom area to include; car display area, 4 F&I offices, 9 service
writer offices, 7 miscellaneous offices, 2 sales manager offices, customer
lounge area, parts boutique area, fax copy room, customer quiet lounge, service
directors office and file storage area
Service Drive – 4 lane
service drive to accommodate service customers
Parts – 7,000 sf of parts
space
Service – approximately
20,000 sf, 29 service stalls and 1 alignment rack, 650 sf of storage space, 500
sf of space for equipment. (need 15’ clear to acoustical ceiling in service
area)
Mercedes Department Requirements:
Service Drive – 4 lane
service drive to accommodate service customers
Provide 7 service writer
offices and 1 loaner car office.
Parts – 7,000 sf of parts
space
Service – approximately
20,000 sf, 29 service stalls and 1 alignment rack, 650 sf of storage space, 500
sf of space for equipment. (need 15’ clear to acoustical ceiling in service
area)
Sample floor plan layouts
will be provided for you as examples or models of typical flow in a dealership.
The existing Mercedes Dealership floor plan will be provided to you as well.
Minimum RFQ Requirements
Minimum Requirements for this project include evidence of
completed projects of similar scope and complexity. Firms must submit 6 copies
of their proposal, which accounts for 10% of the selection. The minimum
specific requirements are:
Provide general company information, which includes:
1)
History of company
2)
Description of divisions
or area offices
3)
Types of services
provided by your firm
4)
Percent of total work
procured under the each of the following project delivery approaches (Lump Sum
Competitive Bid, Design-Build, CM at Risk, other)
5)
Professional Liability
Insurance Limits
6)
Number of employees
7)
Annual volume the last
three years (provide breakout for Design-Build projects)
8)
EMR the last three
years
9)
Current and projected
workloads
Provide 5 examples of relevant project experience, which
includes:
1)
Project name and
description
2)
Owner
3)
Gross square feet
4)
Cost per square foot
5)
Building structural
type
6)
Project schedule
7)
Your company’s key
personnel
Provide project team information for this project, which
includes:
1)
Demonstrated experience
as a project team designing and constructing projects of a similar scope
2)
Description of each team
member’s role on the project
3)
One page summary for
each team member describing their qualifications and relevant experience
4)
Organization chart
showing roles and relationships of each team member
Note: If design and construction services are
to be provided by two separate firms, provide information above for each firm as
applicable.
Provide specific project management
techniques, including:
1)
Describe your project estimating system, both for preconstruction and
monitoring during construction.
2)
Describe your project management system, cost accounting and office
record keeping.
3)
Describe your field administration system, including record keeping logs,
submittal processing, record drawings,
changes to the work, and closeout.
4) Describe your project scheduling system,
and its ability to interface with Microsoft Project software used by the Owner.
Qualifications Due
To be determined by the ASC Region IV
Guidelines provided by others.
Request for Proposal (RFP)
After the RFQ proposals are submitted, the RFP including the
program documents and site plan will be issued to all short-listed firms in both
hard copy and on CD in AutoCAD 2000.
One set of 1/16 scale or larger conceptual level drawings
based on program requirements and site plan issued at the Pre-Competition
Conference will be required in your proposal. A set of conceptual level
drawings must include at a minimum, but is not limited to:
-Site plan showing building
layout and parking plan detailing the required stalls and particular location.
-Site plan showing phasing and
completion dates for different areas of the
site.
-Interior improvement plan
-Two building elevations
-Preliminary grading plan
showing site boundary, pavement, curb and finish floor elevations.
Other minimum requirements of the RFP will include your
firm’s specific approach for construction sequencing, project schedule, cost
breakdown and discussion of your company’s key design features that you propose
for the project.
Design Build 2007
REQUEST FOR QUALIFICATIONS (RFQ)
Project Description
Capital
Alliance Development Group (CADG) of Centennial, Colorado seeks a firm to
provide architectural/engineering services plus construction services for a new
for-sale residential urban infill project at the historic Country Club Gardens
development in downtown Denver, CO. The re-development of Country Club Gardens
will consist of 530,000 gross square feet (GSF) of condominiums and amenities in
2-3 high-rise towers and new structured parking to accommodate approximately 810
spaces, set within the existing Country Club Gardens campus. The high-rise
towers will feature a total of (270) one, two, and three-bedroom units ranging
in size from 550 to 1,950 square feet, with the upper floor(s) of each tower
dedicated to (12) larger penthouse units. To minimize design costs, CADG
requests that the design incorporate no more than ten (10) distinct unit
layouts, excluding penthouse units. Although CADG will conduct presales to
interested buyers, customization of units beyond selection of various finishes
packages (casework, cabinetry, tile, wall coverings, and stone) is not currently
contemplated.
The
building site encompasses approximately two acres and is currently occupied by
existing two-story residential buildings and landscaped areas. In keeping with
the upscale, high-end nature of the project, CADG proposes to provide a variety
of amenities in the re-development, including a porte cochere; large, elegant
lobby; fitness center; indoor/outdoor pool; conference center; and coffee bar
among others.
Because
Country Club Gardens has been designated as a “district for preservation” by the
Denver Landmark Preservation Commission, great care must be taken to develop and
design a project that is sensitive to both the historic roots of the
neighborhood as well as the historic nature of the existing structures on the
Country Club Gardens site. While CADG anticipates that some demolition of
existing low-rise structures and old-growth tress onsite will be necessary for
the new development, CADG has committed to local neighborhood groups that as
much of the existing buildings and building facades as possible will be
retained. It is anticipated that some of the existing buildings will be
remodeled into sales offices and model units for the new towers.
In keeping
with the historic nature of the project, the exterior finish materials selected
for the project will be reminiscent of those used on adjacent historic
structures throughout the surrounding neighborhood. Extensive landscaping will
be provided around the project and on any terraces, balconies, and decks of the
new towers.
Scope of Services
CADG
anticipates using the Design-Build approach to project delivery. The
Design-Builder will be responsible for performing the following services related
to the project:
·
Establish a
Guaranteed Maximum Price for design and construction within the parameters of
the preliminary pro forma provided by CADG.
·
Evaluate the
project schedule, including overall project duration, design milestones, and
preliminary turnover milestones.
·
Evaluate site
usage and recommend to the Owner an appropriate site usage considering design
constraints, traffic flow, and program requirements.
·
Develop a design
that meets the Owner’s program requirements and maximizes efficiency while
remaining in accordance with published Design Guidelines for Country Club
Gardens and applicable building codes – 2006 IBC, 2003 IMC, 2003 IPC, 2003 IFC,
and 1999 NEC; as well as Fair Housing Act design and construction requirements
for accessibility.
·
All construction
services required to complete the project in accordance with design-build
documents.
CADG has
prepared preliminary program requirements for this facility, which will be
available during the Request for Proposal (RFP) phase of this process to firms
that are invited to submit a proposal.
Minimum RFQ Requirements
Minimum
requirements for this project include evidence of completed projects of similar
scope and complexity. Firms must submit 6 copies of their proposal, which
accounts for 10% of the selection. The minimum specific requirements are:
·
Provide general company information, including the following:
1)
History of
company, including relevant philosophies or company culture
2)
Description of
divisions or area offices
3)
Types of services
provided by your firm
4)
Percent of total
work procured under each of the following project delivery approaches (Lump Sum
Competitive Bid, Design-Build, CM at Risk, other)
5)
Professional
Liability Insurance Limits
6)
Number of
employees
7)
Annual volume the
last three years (provide breakout for Design-Build projects)
8)
EMR the last
three years
9)
Current and
projected workloads for 2007-2009
10)
Capacity and
types of work self-performed by your firm
·
Provide past relevant project experience, focusing specifically on
residential high-rise, for-sale construction and/or urban infill projects.
Include the following information for each project:
1)
Project name and
description
2)
Owner
3)
Gross square feet
4)
Cost per gross square foot (GSF)
5)
Cost per net saleable square foot (NSSF)
6)
Building
structural type
7)
Project schedule
8)
Key personnel
assigned to the project (PM, Supt, etc.)
·
Provide project team information, which includes:
1)
Demonstrated
experience as a project team designing and constructing projects of a similar
scope
2)
Description of
each team member’s role on the project
3)
One page resume
for each team member describing their qualifications and relevant experience
4)
Organization
chart showing roles and relationships of each team member
·
Provide
descriptions and examples of your firm’s systems and controls for project
management, including the following:
1)
Estimating
2)
Cost Control /
Designing to a Fixed Budget
3)
Guaranteed
Maximum Price (GMP) Development
4)
Schedule Control
5)
Safety
6)
Quality Control
7)
Value Engineering
/ Value Analysis
8)
Punchlist
Qualifications Due
To be
determined by the ASC Region IV Guidelines provided by others.
Request for Proposal (RFP)
After the
RFQ proposals are submitted, the RFP including the program documents and
tentative site plan will be issued to all short-listed firms in hard copy
format. A CD-ROM will also be prepared for each qualified bidder that contains
the proposal requirements, the Owner’s preliminary program requirements, site
photographs, design guidelines, and plans as appropriate in either PDF or
AutoCAD format.
One set of
1/16 scale or larger conceptual level drawings based on program requirements and
the site plan issued at the Pre-Competition Conference will be required in your
proposal. A set of conceptual level drawings must include at a minimum, but is
not limited to:
·
Overall site plan
showing location of new towers and parking in relationship to existing site and
buildings
·
Traffic plan
showing both tenant and service access from surrounding
streets
·
Building sections
showing parking, amenities, units, and penthouses
·
Floor plan of
typical unit floor
·
Typical garage
and Amenities level(s) conceptual floor plans
·
Unit breakdown
matrix demonstrating compliance with RFP criteria for net saleable square
footage (NSSF), unit counts, and unit types.
·
1-2 building
elevations are desired but are not required deliverables
Other
minimum requirements of the RFP will include a site utilization plan and
narrative(s) outlining your firm’s specific approach to construction sequencing,
haul routes and construction traffic flow, hoisting and material handling,
public safety, employee parking, and proposed strategy to mitigate construction
impacts (noise, dust, etc.) to existing tenants and the surrounding
neighborhood.
Problem Statement 2004
The Project will
encompass 73 acres of raw land in city limits of Hometown, USA. The land is
contracted to purchase at $21,918 per acre. Sewer and water are adjacent to the
site. Accessibility to a major highway is less than 5 minutes away. The major
job corridor is about 20 minutes away with a major shopping and retail district
10 minutes away. The builder is proposing the following.
-
Single family 1st
homebuyer
-
5 products: 1500 sq. ft. to 1900
sq.ft. (Bsmt square footage excluded) with basements as a standard feature
– Typical base selling price’s are $95 to $100 /ft.
-
A low base specification level
for the options, where buyers will spend 7 to 10% of the base price for
option upgrade selections.
-
Permit Fees will total $573.50
Due to the
availability of developed land in the metro area, the supply side is not
constrained creating a very competitive market. The majority of the competition
builds in custom features, typically building in over 15% of the base price into
the house. The builder who is developing and building on this parcel is a large
national builder (publicly traded) working to find niches into the market
creating unique selling positions against the competition and leveraging
national purchasing contracts of supplies.
This national
builder needs to provide a feasibility study to the Corporate Office in order to
receive funding to purchase/develop the ground sell/build the Single Family
Residential Homes.
Your team will be
responsible for creating this study and will need to identify the Following:
-
Market Information
-
Financial Information
-
House Pricing Work Sheets
-
Land Development Cost Summary
-
Sales Production and Closing
Schedule
Your team will be
provided with the Plans and Specifications for each home at the Pre-Competition
Conference, as well as the engineering plans, specs and quantities.
Problem Statement 2003 Fall
You are a local division of the public
company and need to put together their business plan for a successful home
building project.
The
project encompasses 52acre parcel of raw land in the Corporate Limits of
Mayberry, USA. The land is
contracted to purchase at $30,000 per acre and will close upon receipt of Final
Engineering approval. Sewer and Water are adjacent to the site with minimal
expense required to extend to the property. Accessibility to the interstate is 5
minutes away with driving distance to the Area job corridor only 10 minutes and
the City Job corridor approximately 30 minutes. The builder is proposing the following:
-
Single
Family 2nd Home Buyer (Move-Up) Housing
-
5
products: 1900 sq.ft. to 2500 sq.ft. (basement square footage excluded) with
basements as a standard feature – Typical Base Selling Prices are $95 to
$100/ft.
-
A low
base specification level for the options, where buyers will typically 7 to 10%
of the base price on for option upgrade selections.
-
Lot sizes
needing to be 75’ wide and 125’ deep allowing for 3rd car option
with all of the product plans – Typically this lot size will produce densities
of 2.7 units / acre.
-
Permit
Fees including Water, Sewer, Park and building total $4,000 per unit
Because
of the availability of developable land in the metro area, the supply side is
not constrained creating a very competitive market place where a majority of the
competition builds to the custom features, typically building in over 15% of the
base price into the house for these features. The builder who is developing and building on this parcel is
a large national builder (publicly traded) working to find the niches in the
market creating unique selling positions against the competition and leveraging
national purchasing contracts of suppliers.
This
national builder will need you to provide them with a feasibility study for the Corporate Office in
order to receive funding to purchase/develop the ground and build/sell the
Single Family Residential Homes.
As a local division of this public company you will also need to
put together your business plan. It will be your job demonstrate your
ability to successfully complete this home building project.
Your
team will be responsible for creating a feasibility study that will identify the
following:
Marketing Information
Financial Information
o
Community
Income Statement
o
Cash Flow
House Pricing Worksheets
Land Development Cost Summary
Sales Production and Closing Schedule
Your
team will be provided the Plans and Specifications for each home at the
Pre-Competition Conference, as well as the engineering plans, specs, quantities,
general market/marketing conditions and project characteristics.
Problem Statement for 2005
National Homebuilder to
build homes in Goodville!!!
This project will consist of 121 acres of raw land in the
town of Goodville, USA. The cost of this parcel has been contracted to purchase
at $6,000/acre. Preliminary zoning approval has been obtained calling for 2
homes per acre. This parcel is located adjacent to a large military base,
employing over 12,000 people. The site is approximately 5 miles from a major
interstate and within 25 miles of major U.S. city. The builder has a diverse
product portfolio consisting of 10 floorplans, but isn’t sure exactly where to
price them. The builder does know the following:
-
Builder’s plans range from 1,200 to 2,705 square feet
-
Builder plans to offer low specification level for options, and expects
buyers to spend between 7-10% of the base price for optional upgrades.
-
Builder has a land development budget of just over $5.3 million.
-
Building permit fees will total $650/lot.
-
The builder’s market research concluded that buyers would sacrifice a
basement if “the price was right” -- While the builder can offer basements, the
idea of building on slabs is ideal.
-
Builder needs to sell at least 4 homes per month in order to make the
required ROANA.
Located on the extreme outskirts of a major city, the
builder has only been able to identify two competitors building comparable
single-family products. A copy of competitor price sheets, standard features,
and sales/month have been included. Due to the topography of the site, blasting
will be required on 2/3 of the lots. The builder is also requesting a
site-specific budget for unforeseen land conditions such as high plastic soils.
This national builder needs to provide a feasibility study
to the corporate office in order to receive funding to purchase/develop the
ground and to sell/build the single-family homes.
-
Your team will be responsible for creating this study
and will need to identify the following:
-
-
Market Information
-
o
Competitive analysis
-
o
Target market analysis
-
o
Advertising strategy
-
-
Financial Information
-
o
Community income statements
-
-
House pricing worksheets
-
o
Incorporating brick & mortar costs, permit fees, lot costs,
etc.
-
o
Include per plan gross margin projections
-
-
Land Development Cost Summary
-
-
Sales Production and Closing Schedule
-
o
Sales, Starts, Closings
Your team will be provided with the plans and
specifications for each home at the pre-competition conference, as well as the
engineering plans, specs, and quantities.
Competitor A
(All plans include
basements)
-
Plan Sqft
Bedrooms/Bathrooms Base Price
-
-
Ranch
1,150 2 bedrooms/2 bathrooms
$146,300
-
Ranch
1,348 3 bedrooms/2 bathrooms
$149,900
-
Two-Story
1,643 3 bedrooms/2.5 bathrooms
$164,200
-
Two-Story
1,728 3 bedrooms/2.5 bathrooms
$168,500
-
Two-Story 1,938
4 bedrooms/2.5 bathrooms
$174,500
-
Two-Story 2,100
4 bedrooms/2.5 bathrooms
$179,400
-
-
Competitor B
-
(All plans
include basements)
-
-
Plan Sqft
Bedrooms/Bathrooms Base Price
-
-
Ranch
1,300 3 bedrooms/2bathrooms
$131,900
-
Ranch
1,500 3 bedrooms/2 bathrooms
$139,900
-
Ranch
1,700 4 bedrooms/2 bathrooms
$146,900
-
Two-Story
2,100 3 bedrooms/2 bathrooms
$151,900
-
Two-Story
2,350 4 bedrooms/2.5 bathrooms
$158,900
-
Two-Story
2,600 4 bedrooms/2.5 bathrooms
$170,900
-
Two-Story
2,900 4 bedrooms/2.5 bathrooms
$176,900
Residential
Division Fall 2006
National
Homebuilder to build homes in Sunnyville!!!
This project will consist of 120 acres of raw land in the
town of Sunnyville, USA. The cost of this parcel has been contracted to
purchase at $40,000/acre. Preliminary zoning approval has been obtained calling
for 3.3 homes per acre. This parcel is located adjacent to a major interstate
and many larger employers. The site is within 40 miles of a major U.S. city.
The builder has a diverse product portfolio consisting of 10 floorplans, but
isn’t sure exactly where to price them. The builder does know the following:
-
Builder’s plans range from 1,200 to 2,693 square feet
-
Builder plans to offer low specification level for options, and expects
buyers to spend between 7-10% of the base price for optional upgrades.
-
Builder has a total land development budget of $12,629,200.
-
Builder expects to earn an average premium of $450 per lot.
-
Builder needs a general construction budget for items (i.e. site
conditions, rock, etc.) not covered under land development or brick & mortar.
-
The builder’s overhead as a percent of revenue is about 7.5%.
-
The builder’s objective is to achieve around 22% gross margins on each
sale.
-
Builder needs to sell at least 7 homes per month in order to make the
required financial objectives.
Located on the extreme outskirts of a major city, the
builder has only been able to identify two competitors building comparable
single-family products. A copy of competitor price sheets, standard features,
and sales/month have been included. Being that this market is union driven; the
builder expects an additional increase of 5% to the final brick & mortar
budgets.
This builder needs to provide a feasibility study to the
corporate office in order to receive funding to purchase/develop the ground and
to sell/build the single-family homes.
Your team will be responsible for creating this study and
will need to identify the following:
-
Market Information
o
Competitive analysis
o
Target market analysis (demographics of buyer)
o
Advertising strategy
-
Financial Information
o
Community income statements
-
House pricing worksheets
o
Incorporating brick & mortar costs, permit fees, lot costs, etc.
o
Include per plan gross margin projections
-
Sales Production and Closing Schedule
o
Sales, Starts, Closings
Your team will be provided with the plans and
specifications for each home at the pre-competition conference, as well as the
engineering plans, specs, and quantities.
Competitor A
(All plans include
basements)
Plan Sqft
Bedrooms/Bathrooms Base Price
Ranch
1,150 2 bedrooms/2 bathrooms
$146,300
Ranch 1,348 3 bedrooms/2
bathrooms $149,900
Two-Story 1,643 3 bedrooms/2.5
bathrooms $164,200
Two-Story 1,728 3 bedrooms/2.5
bathrooms $168,500
Two-Story 1,938 4 bedrooms/2.5
bathrooms $174,500
Two-Story 2,100 4 bedrooms/2.5
bathrooms $179,400
Competitor B
(All plans include
basements)
Plan Sqft
Bedrooms/Bathrooms Base Price
Ranch
1,300 3 bedrooms/2bathrooms
$131,900
Ranch 1,500 3 bedrooms/2
bathrooms $139,900
Ranch
1,700 4 bedrooms/2
bathrooms $146,900
Two-Story 2,100 3 bedrooms/2
bathrooms $151,900
Two-Story 2,350 4 bedrooms/2.5
bathrooms $158,900
Two-Story 2,600 4 bedrooms/2.5
bathrooms $170,900
Two-Story 2,900 4 bedrooms/2.5
bathrooms $176,900
Residential
Division Fall 2007
The project will encompass 105 acres of raw land in Twin
Pines, USA. The 105 acres of land includes 13 acres of green space, giving the
builder 92 usable acres. The land will be purchased for $38,000.00 per acre.
Sewer and water are adjacent to site and easily accessible. Accessibility to a
major highway is less than 5 minutes away and interstate access is an easy 15
minute drive. There are several job corridors within 30 minutes of the project,
the closest being 15 minutes away. Major shopping and retail centers are also
within 15 minutes of the project. Elementary school, middle school and high
schools are also in very close proximity to the project.
The builder is proposing the following:
- Single family, first time buyers and 1st
time move up buyers
- 13 floor plans that range from 1300 square feet to
2800 square feet (excluding basement)
- Basements standard in all homes
- Typical base price ranges from $65.00 to $95.00 per
square foot
- Proposed lot size is 54’ x 120’ deep
- Proposed density is 3.23 units per acre
- Base house specifications are relatively low with
builder expecting buyer to spend between 10 and 14 percent of the purchase
price on upgrades at a design center
- Permit fees will be approximately $2400.00 per unit
The amount of both raw land and developed lots is currently
not a concern; however buying the dirt at the correct price is paramount based
on the builder’s market niche.
The majority of builders include a small amount of custom
features or take the “all included approach”. This builder works to maintain
their niche of providing the most base house for the least amount of money and
lets the buyer add the options they want.
The builder must provide a feasibility study to their
lending institution to secure the funding necessary to purchase and develop the
land along with the necessary financing to build and sell the single family
homes.
Your team will be responsible for creating this study and
will need to provide the following information in order to obtain financing:
o
Competitive Analysis
o
Target Market Analysis
o
Advertising Strategy
- Community Income Statements
- House Pricing Worksheets
- Land Development Cost Summary
- Sales, Starts & Closing Schedules
Your team will be provided the Plans & Specifications for
each home at the Pre-Competition Conference, as well as the engineering plans,
specs, quantities, general market/marketing conditions and project
characteristics.
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