Visual ID (A-DD)

Description 

Source/Notes

A

Original Contract: The Original Precon Contract Value

This will tie to the PSR Box 2: Original Contract

B

Current Contract: The Original Contract Value + All Posted OCO’s before the year and month selected

This will tie to the PSR Box 2: Current Contract

C

Revenue Forecast: The forecasted revenue for this Precon job

This will tie to the PSR Box 1: Revenue Forecast

D

Cost Forecast: The projected final cost

This will tie to the PSR Box 1:  Cost Forecast

E

Spent to Date: How much has been spent to date on the Precon job

This will tie to the PSR Box 1: Spent To Date 

F

PM Forecasted Fee: How much does the PM forecast us to earn/lose on this Precon job

This will tie to the PSR Box 1: Projected Gain Loss 

G

Billed to Date: The total amount we have billed this client for this job irrespective of period selected

This will tie to PSR Box 5: Gross Billings

H

Received To Date: How much has this job’s owner paid us

Sum of all payments up to and including the selected Year and Month

I

Over 30: Receivables more than 30 days old and less than 60 days old

Invoice – Adjustments – Payments where the invoice age is between 31 – 60 days old 

J

Over 60: Receivables more than 60 days old and less than 90 days old

Invoice – Adjustments – Payments where the invoice age is between 61 – 90 days old 

K

Over 90: Receivables more than 90 days old

Invoice – Adjustments – Payments where the invoice age is more than 90 days old

L

Construction Budget Variance %: Client’s current budget vs Swinerton’s projected budget  

M

PreCon Duration: The total difference from the Precon start to the projected Precon completion.  The target is = 6 * number of jobs we are examining for a specified period.  

Red: if the PreCon Duration is more than 6 months

Green: if the PreCon Duration is less than 6 months

N

Construction Value Engineering %: What percent of the overall Swinerton Budget is Value Engineering?

< 3% = Target

< 5% = Good

>= 5% = Bad

O

Critical Subs Committed by 100% DD: How many critical subcontractor trades have been committed at 100% Design Document?

5 = Good/Green
Otherwise = Bad/Red

P

Construction Allowance %: What percent of the overall Swinerton Budget is an Allowance? 

< 1% of budget = Target
> 3% of budget = Bad

Q

Project Team: The count of filled roles and each staff person at Swinerton in these roles: Project Champion, Estimator, and Project Champion 

<2 = Bad

3 = Good

R

Similar Projects by Division: How many similar self-preform project has a division preformed?

3 or More Green

Less than 3, Orange

Otherwise, Red

S

Similar Self Preform Projects: Number of self-perform projects of similar dollar value, product type, and complexity

3 or More: Good/Green

Less than 3: Orange

Otherwise: Bad/Red

T

Projected Document Stage at GMP: At what design stage is a final GMP/Lump Sum contract value expected?

Greater than 75% CDs Green

100% DDs to 75% CDs Orange

Less than 100% DDs Red

V

Phasing & Logistics Plan: Did Operations Create a Logistics Plan?

Yes Green

No Red

W

Self Perform Scrub the Documents: Did Self-Perform Scrub the documents?

Yes: Green

No: Red

X

Client Alignment: What was the difficulty of negotiating the contract terms?

Mutually Agreeable Green

Moderate Yellow

Terms were highly modified Red

Can't modify the terms Red

Y

Architect Alignment: How aligned are we with the Architect.  

Strong Alignment Green 

Moderate Alignment Orange 

Not Aligned at all Red

Contract Negotiations: How aligned are we with this Client/CM?

Strong Alignment Green 

Moderate Alignment Orange 

Not Aligned at all Red

AA

# of SP Trades: The number of self-perform trades (if any)

BB

Critical Item 1: An item of high priority to consider on this project.  

Intended uncolored

CC

Critical Item 2: An item of high priority to consider on this project.  

Intended uncolored     

DD

Critical Item 3: An item of high priority to consider on this project.  

Intended uncolored