Blue Willow Builders, Inc.

"Building your dreams one detail at a time"

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Custom Residence 3

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Project Start-Up Check List
I.  Owner Contract / Insurance
  • Obtain signed contract from owner
  • Set up certificate of insurance - name owner and others if required as additional insured
II.  Estimating
  • Set up meeting with estimator of job
    • Set up bid list 
    • Contact subcontractors
    • Discuss bid results / bid comparisons
    • Go over scope of work by trade
III.  Drawings
  • Verify with architect that all construction documents are current and complete
  • Order additional construction sets and distribute to the field and subcontractors
  • Make sure that all construction documents are stamped "For Construction"
  • If project is M/E/P Design Build, obtain drawings from each engineer and distribute to all parties
IV.  Permits / Fees / City Licenses
  • Demo / Abatement Permit
  • AQMD Notification
  • Grading Permit
  • Building Permit
  • Public Works
  • M.E.P. Permits - verify with subcontractors
  • Obtain Business License from City
    • Sanitation Department
  • Zoning Fees for various agencies
V.  Zoning Requirements
  • Contact City for special requirements (Zoning Requirements)
    • Public Works
    • Building & Safety
    • Planning Department
    • Cal-Trans
    • Police Department
    • Fire Department
    • Health Department
    • Certificate of Occupancy Requirements / Sign-Offs
VI.  Meet With Superintendent
  • Draft Project Schedule with Superintendent
  • Provide Superintendent Package, i.e. Permits, Construction Docs, Log Book, Project Contact Phone List, Sub list, City Agency Phone List, Safety materials, job postings, etc.
VII.  Contact Owner Consultants
  • Geotechnical Engineer - Review pricing and sign contract if requested by owner
  • Structural Observation / Deputy Inspector - Review pricing and sign contract if requested by Owner
  • Civil Engineer / Surveyor - Review pricing and sign contract if requested by Owner
  • Architect
  • Environmental Testing Agency
  • Contact the bank to discuss special requirements and inspections
VIII.  Contact Private Agencies
  • Edison / DWP
  • Local / City Water District / DWP
  • Local Phone Company
  • Gas Company
  • Verify if Owner has contracts in place with the agencies mentioned above and fees have been paid
  • Obtain Redline Drawings and Final Design Sets from each agency
IX.  Set Up Temporary Facilities
  • Sanitation
  • Power
  • Dumpsters
  • Trailers
  • Containers
  • Phone
  • Fencing / Canopies
  • Traffic Control
  • Water
X.  Disconnect Site Utilities
  • Power - Contact DIG ALERT
  • Water
  • Gas
  • Phone
XI.  Pre-Construction Meetings
  • Set Up Pre-Grading Meetings with the City
  • Set Up Pre-Con Meeting with Owner, Tenant, Architect, Engineers etc.
    • Discuss schedule, set up weekly meeting dates, safety meetings
    • Provide sample of construction document forms such as RFI's, Submittals, Change Orders, Request For Change Orders, Memos, Delay Forms, etc.
    • Discuss Billing Procedures / Bank Inspections
    • Discuss project close out requirements
  • Set Up meetings with MEP Subcontractors
XII.  Procurement (Long Lead Time Items)
  • Trusses
  • Mechanical Equipment
  • Switch Gear
  • Light Poles
  • Doors & Hardware
  • Use P.O.'s for all orders
XIII.  Project Document Organization
  • Set Up Job Folders / Project Three Ring Binders for project
  • Set Up Job Cost Spreadsheet & Job Cost Report with Accounting
  • Set Up Project on ProLog
XIV.  Subcontracts
  • Send out Letters of Intent & begin Subcontracts; request Certificate of Insurance naming Blue Willow Builders, Inc., Owner, and others as required as additional insured
  • Verify all Subcontractor's Contractors & Business Licenses
  • Make a list of all Submittals & Shop Drawings required.  Submit a request for Submittal / Shop Drawing to the Sub and provide a date when they are required to complete the package.
XV.  Schedule
  • Formulate start date / substantial completion date
  • Identify critical path
  • Link activities by dependencies
  • Formulate 3-week "look ahead" schedule and update weekly
XVI.  Accounting
  • Review the billing / payment terms of the contract
  • Set up billing format pursuant to the contract
  • Monitor change orders and monthly completion percentages and bill accordingly
  • Track conditional and unconditional releases
XVII.  Construction
  • Prepare for and attend weekly or bi-weekly site meetings
  • Draft and distribute site meeting minutes  for review and comment
  • Formulate a responsibility matrix
  • Hold weekly site safety meetings
  • Maintain critical path schedule
  • Interface with building department officials

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