KICKOFF MEETING FORM

KICKOFF MEETING FO

This template should be filled out before the first kickoff meeting of the project, by the assigned engineer (notified by the coordinator)
example) the same file will be used to log all the information. Use the color legend to the right to distinguish between the different kic
manner by all involved in the project. The kickoff template has the following structure. First is the kickoff meeting attendees with info
0 Project Organization

INITIAL DATA
How did the project Email from TJ
arrive?
Date on which the project 29/11/2023
arrived?
Who received the email? Sergio Gonzalez

1 Kickoff meeting attendees

Please register in this section the attendees to the meeting. This can be done by taking a picture of the people present in the list of the p
One row
Table 1,1of the table corresponds with just one kickoff meeting. Then fill in the type of kickoff (with the client, with SY, etc), and fina
Attendees Type of kickoff Date

(Place picture here) MDS Kickoff 11/30/2023

(Place picture here)

(Place picture here)

2 Initiation tasks
To fill this section please create the appropriate folders and documents where the information will be saved. Remember to create the fo
kicoff meeting
Table 2,1 as well. It is important to have all the channels to register the information to avoid delays later on. Fill the (Y/N) colum
Space (Y/N) Notes
2,1,1 Clockify SY TRUE

2,1,2 Dropbox folder TRUE

2,1,3 Zoho projects FALSE

2,1,4 Bim 360 TRUE
2,1,5 Cliq channel FALSE
 2,1,6 Requests, TRUE
complaints, and claims
log

3 What

What service? Drafting & Design

The what section describes specifically the scope of the project, what will be included, and what won't. To do this it is not just necessa
will be designed, and any additional notes that will help tackle any problems before they arise. This section also describes the delivera
REFER TO THE SCOPE DOCUMENT (section 1) OF THE PROJECT TO FILL THIS SECTION, AND PROVIDE BETTER DES
3,1 Project (inclusions) from the scope document
The following questions will define what will be included in our scope. Before filling this section take a look at the proposal documen
a) ·answer
What iseach
theof theofquestions
type project? in as much detail as possible. The clearer we can answer the questions the better we can move forward w
New Construction

b) · What is being built? (what does the client want to do? In this section describe the whole project regardless of whether it is in our scop
Multi-family residential structure (New Construction) Based on R

c) Based on the previous question, What is included in our scope?

Design Package and drawings Set of the multi-family residen

d) · What types of structures are we going to design? (for example, concrete structures, retaining walls, wood framing, conventional stee
(table 3,1,1) fill the names of the structures and provide comments or descriptions for the structres you enter

Table 3,1
Number Structure Comments
3,1,1, Floor Framing (All levels) Material: Wood
3,1,2, Roof Framing Material: Wood
3,1,3, Posts Material: Wood - 6x6 Post UN
3,1,4, Foundation Strip Footing for Perimeter Walls and Pad Footing
3,1,5, Lateral Resisting System Wood Shearwalls with Holdow
3,1,6,
Others

e) · What is the lateral force-resisting system of the structure? (select the force resisting system accroding to table 12,2-1 from the ASCE
combination of froce resisting systems sections12,2,2 12,2,3 12,2,3,1 12,2,3,3)
A. BEARING WALL SYSTEM - 15. Light-frame (wood) walls sheathed with

f) · What special conditions are in the project? (big overhangs, steel elements, tall retaining walls, parapets, etc)
None

g) · What non-structural elements require a detail/design? (for example, counter top and stools inside a pool, kiosk, decorative beams, lat
N/A

h) · What special requests does the client have?

 TJ's comments per MDS Weekly Meeting 5/12/20

i) What special checks are needed for the design of the the structures
N/A

j) What assumptions are we making? (are we assuming a soil bearing pressure, or a type of connection, or that the existing lateral resysta
Soil Values (Allowable Bearing Pressure) - (IBC Chapter

k) what structural observations or special inspections are needed? (fill out the following tables based on the information found in section

Seismic data value What is the risk category?

Ss 0.31
S1 112
Site class D
Fa 1552 Verify value per ATC report
Sms 0.481
Sds 321
Seismic Design Category C For siesmic design category D, E or F check the following document to verify if
https://writer.zoho.com/writer/open/jta59e6b5dfedc959468dac7c808ffe704e1c
Wind data Value
Risk category II
Wind Speed 110
Wind exposure category C

Snow data Value

Risk cateory NA
Ground snow load 39
Thermal factor 1.3

Mention any Special inspections that will be required (concrete compresive strength greater than 2500 psf, deep foundations, etc)
Concrete compressive Strength - 3000 PSI

Additional observations N/A

3,2 Project (exclusions)

This section will describe the exclusions of the project. It is equally as important as the inclusions we made on the previuos section. R
control process
a) Based on the second question on section 3,1, What is not included in our scope?
Structural-non-structural elements that do not belong to the multifamily

b) · What non-structural elements WILL NOT require a detail/design?

N/A

Additional obersvations N/A

3,3 Project Phases

In table 3,3 please check the boxes of the phases we are going to have on the project. All information related to dates and time destined
Table 3.3
Phase (Y/N) checkbox Comments
SD-Schematic design 1 Schematic Set Package - (SETUP)
DD-Design development TRUE
PD-Permit documents 1 Permit Set (All Package Submittal)

3,4 Project materials

What materials are going to be used? Below on table 3,4 you will find the structures you defined as part of the scope in the table 3,1 (u
structures.
Table 3,4 Once you select the desired material the specification will appear automatically so please fill the value described in the Mat
Number Structure type Materials Material specification
3,4,1 Beams Wood Grade and species
3,4,2 Posts Wood Grade and species
3,4,3 Framing Wood Grade and species
3,4,4 Foundation Concrete f'c
3,4,5 Lateral Resisting System Wood Grade and species
3,4,6 0 -
Others 0 -
REMEMBER THAT ALL MATERIALS LISTED
MUST HAVE CORRESPONDING NOTES ON
THE GENERAL NOTES

3,5 Project deliverables

In the table below (table 3,5) fill in which deliverables will be part of the life cycle of the project and whether it will be an internal or e
deliverables
Table 3,5 correspond with the phases submittals. Add any descriptions necessary to clarify the deliverables of the project.
Phase Item Type (Y/N) checkbox
Schematic set 3,5,1 Drawings (internal/external)
External TRUE
3,5,2 Calculations FALSE
Design Development 3,5,3 Drawings External TRUE
3,5,4 Calculations Internal TRUE
Permit documents 3,5,5 Drawings External TRUE
3,5,6 Calculations External TRUE
3,5,7 Forms - others FALSE
3,5,8 Special inspections External TRUE

3,5,1 Aplicable sheets

Fill the table below to define what sheets will be part of the drawings package. In the yes/no column check the box if the sheet will be
the set.
Table 3,5,1
Field Included (Y/N) Description
S0 General notes TRUE
S1 Demolition plans, FALSE
master layouts
S2 foundation plans TRUE
S3 Concrete details TRUE
S4 Floor plans TRUE
S5 Framing details TRUE
S6 Steel details FALSE

3,6 What information do we have

 In the table below fill with a Y, N or N/A which information has been provided by the client, use the leyend to the right to know how t
information
Table 3,6 received, if still there is important information missing, or if some information is needed but has not been provided. At the
Information (Y/N/ N/A) Notes
3,6,1 Arch drawings Y
(pdf) Arch drawings
3,6,2 Y
(CAD)
3,6,3 Arch drawings (rev) Y
3,6,4 Topography (pdf) N/A
3,6,5 Topography (CAD) N/A
3,6,6 Structural survey N/A
(pdf)
3,6,7 Structural survey N/A
(CAD)
3,6,8 Structural survey N/A
(rev)
3,6,9 Soils/geotech report N

3,6,10 Site pictures N

3,6,11 Equipment Y
specifications
3,6,12 Others N/A

Questions for the client:

If the reference calculations are an exact goby for our p

Additional Notes:
N/A

4 Where
4,1 Project location
The where section describes the geographical location of the project which will influencethe design criteria for the project. For this se
title block
Table 4,1 of the project and related folders and documents. In the client section use the dropdown menu to select the correct client. Fo
4,1,1 Project name Douglas Apartments-Nevada
4,1,2 Project number 23-133
4,1,3 Client MDS
4,1,4 Address 8625 N Nevada St
4,1,5 CIty Spokane
4,1,6 State WA
4,1,7 County (optional) Spokane
4,1,8 ZIP code 99208
4,1,9 EOR seal TJ seal

4,2 Design Criteria

In this section fill the design criteria from the available sources. You will find the links for both the ASCE and ATC hazards tools. To
and state.
Don’t In the
forget wind the
to select section use thebuilding
applicable latest available
code forversion of theThe
the project. ASCE values
reports andtheselect
from the wind
hazards speedbeaccording
tool must to the
downloaded andcorrespon
placed in
the local
ATC amendments
hazards by for any changes in the loads described above. There is a checkbox under the “Amendment check”, you must clic
https://hazards.atcouncil.org/
locationhazard tool
ASCE https://asce7hazardtool.online/

Table 4,2
Structure type
Design criteria Value Reference
https://hazards.atcouncil.org/#/wind?lat=47.4717096&lng=-117.6061082&address=1633%20W%201st%20St%2C%20Cheney%2C%20
Wind speed (mph) 110
Wind GCPI factor 0,18/-0,18
Ground snow load 30
(lb/sqft)
Seismic Design Category C
Soil bearing capacity 1500 PER IBC CHAPTER 18, MINIMUM REQUIREMENTS
(lb/sqft)

5 When
This section serves to describe the dates in which the project will be worked on, most of the information pertaining to this section has
the budget of the project and the dates for the deliverables. The phases are connected to the ones described in section 3,3. In the percen
Table 5,1
Awarded date 7/12/23 Notes
Total Budget hours 40
Phase % of duration for each Hours per phase Duration (weeks, taken from the
phase proposal)
Schematic set 40.00% 16 1.00
Design Development 40.00% 16 1.00
Permit set 10.00% 4 1.00

6 Who
This section describes the roles of the people involved in the project. To fill the table enter manually the names of the members of the
only ONE responsible. the last three spaces are reserved for "others" whose role does not appear on the list.

Table 6,1
Name Role
Sergio Gonzalez Coordinator
Joan Martinez Responsible
Daniel Rodriguez Responsible

6,2 Quality phases

This section is to help determine if the quality process needs to be broken down into various revisions. Fill table 6,2A below and at the
per phase How many floors/ levels does the project (within the scope) have?
How many units/structures (pool=1 unit, house=1 unit, detached ADU=1 units) in the scope?

Floor Area (sq ft)

1 8512
2 8512
3 8512
6,2 Quality process
This section describes the people involved in the quality process. The quality process consists of two peer reviews and the PM review
select the peer reviews use the dropdown menu to select who will do it, the dropdown lists have the people approved for each peer rev
Table 6,2
Phase Peer review 1 Peer review 1 date Peer review 2
Schematic set Sergio Gonzalez xx/12/2023
Design Development
Permit set

7 How
The How section will clarify the process that the team will follow to complete the project.

7,1 Tools and softwares

This section will serve to describe the softwares that will be used for the design and the drafting of the project

· What are the software that will be used for design?

Table 7,1,1
Name Yes/No Items that will be designed in the software
Enercalc 1 Wood Structural Elements (Wood Framing) and Foundation Concre
Excel sheets 1 Wood Structural Elements (Wood Framing) and Foundation Concre
Forte web FALSE
Ram connections FALSE
Sap2000 FALSE
Matcad FALSE
Simpson anchor designer FALSE
Simpson web apps 1 Connection Elements - Wood Framing
Others 1 Autocad and Revit

· What is the software that will be used for drafting?

Table 7,1,2
Name Yes/No Notes
Autocad TRUE
Revit FALSE
Others FALSE

7,2 Project Milestones and tasks

This section will define the Milestones and Tasks of the project, as well as the estimated hours for each of the tasks. These work break
as well. Remember that the project can evolve during it life cycle so it is expected that more tasks will be added to the Zoho projects, t
Drawings
Table 7,2,1
Milestone Task Description

Schematic set

Design Development
 Design Development

Permit set

Calculations
Table 7,2,2
Milestone Task Description

Schematic set

Design Development

Permit set
 PS-ENG-TO-SYN-F003
MEETING FORM V01
07/19/23

MEETING FORM

eer (notified by the coordinator). Should there be more than one kickoff meeting (client kickoff, SY kickoff, for
guish between the different kickoff meetings. The template will be filled in the Zoho workdrive in a collaborative
off meeting attendees with information on the date and type of kickoff, second is the initiation tasks where we will

eople present in the list of the platform where the meeting is taking place and pasting it into the attendee’s column.
he client, with SY, etc), and finally the date by double clicking the cell and selecting the correct date. The objective of

aved. Remember to create the folders and documents following the instructions from the manuals, and do it before the
ys later on. Fill the (Y/N) column by checking the boxes. Check the box for Yes, leave it blank for No. If one of the
Manual Link
https://writer.zoho.com/writer/open/mu0cxd6217e98a7be45be8204be4e29731251

https://writer.zoho.com/writer/open/9mttx39c963df40ba487c961c7c6dd57ebde2
 To do this it is not just necessary to describe the scope but define what materials we are going to use, what structures
ction also describes the deliverables, the information received from the client, and the phases of the project. PLEASE
AND PROVIDE BETTER DESCRIPTIONS BASED ON SAID DOCUMENT. The sections in GREEN will be taken
the scope document
a look at the proposal document as this document will already contain a scope description. Using that document
better we can move forward with the design and drawings.

dless of whether it is in our scope or not)

(New Construction) Based on Reference Project

s Set of the multi-family residential structure

ood framing, conventional steel, CMU bearing walls, ICF walls) In the table below
enter

Comments
Material: Wood
Material: Wood
Material: Wood - 6x6 Post UNO
erimeter Walls and Pad Footings for Post (Concrete)
Wood Shearwalls with Holdowns

to table 12,2-1 from the ASCE, note the R value and specify if there is a
me (wood) walls sheathed with wood structural panels rated for

None

ol, kiosk, decorative beams, lattice or pergolas, rails)

N/A
 MDS Weekly Meeting 5/12/2023

N/A

r that the existing lateral resystance system wont be modified)

earing Pressure) - (IBC Chapter 18 2021)

he information found in section 1,e of the scope document)

II

following document to verify if any structural observations are required

dc959468dac7c808ffe704e1c

psf, deep foundations, etc)

pressive Strength - 3000 PSI

N/A

made on the previuos section. Remember to be as detailed in the answers as possible as this will serve us in the quality

o not belong to the multifamily structure to be designed

N/A

N/A

elated to dates and time destined for each phase is described in section 5, the "when" of the project.
omments
t Package - (SETUP)

ll Package Submittal)

t of the scope in the table 3,1 (using the same number), please select the materials that will be used on those
l the value described in the Material specification column.
Value
Douglas Fir #2 - Glue Lam Timber
Douglas Fir # 1- Glue Lam Timber
Douglas Fir #2 - Glue Lam Timber
2500 PSI and Higher
Wood Shearwalls Panel Sheathing

hether it will be an internal or external deliverable, and any additional notes. Please register in the notes section what
erables of the project.
Description

eck the box if the sheet will be included in the set, if not provide a brief description explaining why is it not part of

escription
yend to the right to know how to use the checkbox and when to provide notes. Take notes like the quality of the
ut has not been provided. At the end of the table please write any additional questions for the client, this information
Notes

Y- YES, RECEIVED AND NEDD

N- NOT RECEIVED BUT NEEDE

EXPLAINED WHY IT IS NEEDE
N/A- NOT APPLICABLE NOT
NEEDED, EXPLAIN

ions are an exact goby for our project?

N/A

teria for the project. For this section fill in the general information about the project as this information will be on the
u to select the correct client. For the date double click the cell to select the date. Be sure to enter all information

THIS INFORMATION WILL BE ON THE TITLE BLOCK

CE and ATC hazards tools. To correctly use the tool enter the project address and make sure it matches the zip code
peedbeaccording
ust to the
downloaded andcorresponding risk category
placed in the designated of the
folder onstructure,
Dropbox.orAfter
in the
thecase of the
reports are2022 ASCE select
downloaded the wind
you must check
mendment check”, you must click on it after checking any of the local amendments. If there is a change in the design

Notes Amendment check

TRUE
 FALSE
FALSE

FALSE
FALSE

n pertaining to this section has been defined in the proposal made to the client, so the information below will present
bed in section 3,3. In the percentages column remember that 40% is destined for the schematic design, 40% for the

Notes

Submittal date (DD/MM/YY)

theoretical date not assuming delays Submittal date by client
between phases 14/12/23 1/12/2023
21/12/23 1/12/2023
28/12/23 1/12/2023

e names of the members of the project, then with the list to the right select the role. Remember that the project has
list.

Fill table 6,2A below and at the bottom of the table a suggestion will appear if there needs to be more than 1 revision
3
1

Suggested type of peer review:

break peer reviews by sections
 eer reviews and the PM review for each phase of the project. The reviewers look at both calculations and drawings. to
ople approved for each peer review. To select the date double click on the cell and select the desired date.

Peer review 2 date PM review Checker review date

project

designed in the software Notes

raming) and Foundation Concrete Elements
raming) and Foundation Concrete Elements

ments - Wood Framing

cad and Revit

· What graphic standards will be used (specify the client)

MDS

of the tasks. These work break down will be transferred to Zoho projects, not only the tasks but the estimated hours
be added to the Zoho projects, this list below is not fixed.

Description Estimated hours

Description Estimated hours
First kickoff meeting

Second kicoff meeting

Third kickoff meeting
S, RECEIVED AND NEDDED

T RECEIVED BUT NEEDED,

AINED
NOT WHY IT IS NEEDED
APPLICABLE NOT
ED, EXPLAIN
FACTORS
NUMBER OF PEOPLE WORKING ON A PROJECT
1 1
2 1.35
3 1.5
4 1.7
 KICKOFF MEETING/SCOPE TEMPLATE
This template should be filled out before the first kickoff meeting of the project. Should there be more than one kickoff meeting (client kicko
file will be used to log all the information. Use the color legend to the right to distinguish between the different kickoff meetings. The templa
in a collaborative manner by all involved in the project. The kickoff template has the following structure. Firstis the kickoff meting attendees
of kickoff, second is the initiation tasks where we will check if there are any initiation tasks missign. From section 3 to 7 the project is descri
WHERE, WHEN, WHO, AND HOW. Each section has instructions on what does the section covers and the importance of each one.

1 Kickoff meeting attendees

Please register in this section the attendees to the meeting. This can be done by taking a picture of the people present in the list of the platform
pasting it into the attendee’s column. One row of the table corresponds with just one kickoff meeting. Then fill in the type of kickoff (with th
date by double clicking the cell and selecting the correct date. The objective of logging this information is to keep track of the people that ha

Table 1,1
Attendees Type of kickoff Date

(Place picture here)

(Place picture here)

(Place picture here)

2 Initiation tasks
To fill this section please create the appropriate folders and documents where the information will be saved. Remember to create the folders
instructions from the manuals, and do it before the kicoff meeting as well. It is important to have all the channels to register the information t
column by checking the boxes. If one of the boxes has not been check before the kickoff it must be explained in the notes why it hasn't been

Table 2,1
Space (Y/N) Notes Manual Link
2,1 Clockify SY FALSE https://writer.zoho.com/writer/open/mu0cxd6217e9

2,2 Dropbox folder FALSE https://writer.zoho.com/writer/open/9mttx39c963df

2,3 Zoho projects FALSE

2,4 Bim 360 FALSE
2,5 Cliq channel FALSE
2,6 Requests, FALSE
complaints, and
claims log

3 What
This section serves to clarify the scope of the project and how we are going to realize the project. This section should answer the following q
3,1 Project (inclusions)
3,1,1, · What is the type of project?
Others

3,1,2, · What is being built? (what does the client want to do? In this section describe the whole project regardless of whether

3,1,3, Based on the previous question, What is included in our scope?

3,1,4, · What types of structures are we going to design? (for example, concrete structures, retaining walls, wood framing, c
ICF walls) In the table below fill the names of the structures and provide comments or descriptions fo
Table 3,1,1
Number Structure Comments
1
2
3
4

5
6
Others

5 · What is the lateral force-resisting system of the structure? (select the force resisting system accroding to table 12,2-1
Response specify if there is a combination of froce resisting systems sections12,2,2 12,2,3 12,2,3,1
6 · What special conditions are in the project? (big overhangs, steel elements, tall retaining walls, parapets, etc)
Response
7 · What non-structural elements require a detail/design? (for example, counter top and stools inside a pool, kiosk, decora
Response

8 · What speial requests does the client have? (how)

Response
9 What special checks are needed fro the design of the the structures
Response

Additional
observations

3,2 Project (exclusions)

1 Based on the second question on section 3,1, What is not included in our scope?

Response
3 · What non-structural elements WILL NOT require a detail/design?
Response

DEFINIR LAS FAS

Additional
obersvations
3,3 Project materials
What materials are going to be used? please specify the types of structures and the materials that will be part of those structures. The types of
section 6,1. Select the material appropiate for the structure and the fill the value solumn, the material specification will appear once the mate

Number Structure type Materials Material Value

specification
1 0 -
2 0 -
3 0 -
4 0 -
5 0 -
6 0 -
Others 0 -
REMEMBER THAT ALL MATERIALS
LISTED MUST HAVE CORRESPONDING
NOTES ON THE GENERAL NOTES

3,4 Project deliverables

In the table below fill in which deliverables will be part of the life cycle of the project and whether it will be an internal or external deliverab
register in the notes section what deliverables correspond with the phases submittals. Add any descriptions necessary to clarify the deliverabl
Phase Item Type (Y/N) checkbox Description
(internal/external)
Schematic set 7,1 Drawings FALSE
7,2 Calculations FALSE
Design 7,3 Drawings FALSE
development
7,4 Calculations FALSE

Permit documents 7,5 Drawings FALSE

7,6 Calculations FALSE
Forms-Others FALSE
Special inspection forms FALSE

3,4,1 Aplicable sheets

Fill the table below to define what sheets will be part of the drawings package. In the yes/no column check the box if the sheet will be includ
description explaining why is it not part of the set.

Field Included (Y/N) Description

S0 General notes FALSE
S1 Demolition FALSE
plans, master
layouts
S2 foundation plans FALSE
and concrete details

S3 Floor plans FALSE

S4 Framing details FALSE

S5 Steel details FALSE

3,5 What information do we have

In the table below fill with a Y, N or N/A which information has been provided by the client, use the leyend to the right to know how to use
Take notes like the quality of the information received, if still there is important information missing, or if some information is needed but ha
table please write any additional questions for the client, this information will be requested by the coordinator. You will find as well a section
notes of the kickoff meeting overall.

Information (Y/N/ N/A) Notes

3,5,1 Arch drawings
(pdf)
3,5,2 Arch drawings
(CAD)
3,5,3 Arch drawings
(rev)
3,5,4 Topography (pdf)
3,5,5 Topography
(CAD)
3,5,6 Structural survey
(pdf)
3,5,7 Structural survey
(CAD)
3,5,8 Structural survey
(rev)
3,5,9 Soils/geotech
report
3,5,10 Site pictures
3,5,11 Equipment
specifications

Questions for the client:

Additional Notes:

4 Where
4,1 Project location
The where section describes the geographical location of the project which will influencethe design criteria for the project. For this section f
project as this information will be on the title block of the project and related folders and documents. In the client section use the dropdown m
4,1,1 Project name
4,1,2 Project
number
4,1,3 Client
4,1,4 Address THIS INFORMATION WILL BE ON THE TITLE
4,1,5 CIty
4,1,6 State
4,1,7 County
(optional)
4,1,8 ZIP code
4,1,9 EOR seal

4,2 Design Criteria

In this section fill the design criteria from the available sources. You will find the links for both the ASCE and ATC hazards tools. To correc
and
Don’tmake sure
forget toitselect
matches the zip code
the applicable and state.
building In for
code thethe
wind section
project. usereports
The the latest
fromavailable version
the hazards toolof the be
must ASCE values and
downloaded andselect theinwind
placed the ds
reports are downloaded you must check
ATC hazards by https://hazards.atcouncil.org/the local amendments for any changes in the loads described above. There is a checkbox under the “
location
ASCE hazard tool https://asce7hazardtool.online/

Structure type
Design criteria Value Reference Notes
Wind speed (mph)
Wind GCPI factor
Ground snow load
(lb/sqft)
Seismic Design
Category
Soil bearing
capacity (lb/sqft)

5 When
The when section describes the delivery dates for the project. every project has a changing nature and delivery dates can vary, but as this is a
schedule
Awardedfor the project. This section includes
date 7/06/23 the awarded dates the budget hours, and the number of hours the assigned personnel can work
Notes
Budget hours 260
Daily work hours 6
Days the project 5
will be worked per
week
Number of people 1
working on the
project

Phase (Y/N) checkbox % of duration for Hours per phase Duration (weeks)
each phase
SD-Schematic 0 40.00% 104 3.47
design
DD-Design 0 40.00% 104 3.47
development
PD-Permit 0 10.00% 26 0.87
documents
Plan check co/ 0 10.00% 26 0.87
additional
comments

6 Who
This section describes the roles of the people involved in the project. To fill the table enter manually the names of the members of the projec
role. Remember that the project has only ONE responsible. the last three spaces are reserved for "others" whose role does not appear on the l

Name Role

6,2 Quality process

Phase Peer review 1 Peer review 1 date Peer review 2 Peer review 2 date
Schematic set
Design
development
Permit documents

7 How
The How section will clarify the process that the team will follow to complete the project.

7,1 Tools and softwares

This section will serve to describe the softwares that will be used for the design and the drafting of the project

· What are the software that will be used for design?

Name Yes/No Items that will be designed in the software

Enercalc FALSE
Excel sheets FALSE
Forte web FALSE
Ram connections FALSE
Sap2000 FALSE
FALSE
Matcad FALSE
Simpson anchor desi FALSE
Simpson web apps FALSE

· What is the software that will be used for drafting?

Name Yes/No · What graphic standards will be used (specify the c

Autocad FALSE
Revit FALSE
Others FALSE
7,2 Project Milestones and tasks
This section will define the Milestones and Tasks of the project, as well as the estimated hours for each of the tasks. These work break down
only the tasks but the estimated hours as well
Drawings
Milestone Task Description

Schematic design

Design
Development

Permit Set

Calculations
Milestone Task Description

Schematic design

Design
Development

Permit Set
TEMPLATE
ckoff meeting (client kickoff, SY kickoff, for example) the same
ckoff meetings. The template will be filled in the zoho workdrive
he kickoff meting attendees with information on the date and type
n 3 to 7 the project is described using the questions WHAT,
ortance of each one.

ent in the list of the platform where the meeting is taking place and ORDEN DEL FORMATO
the type of kickoff (with the client, with SY, etc), and finally the
track of the people that have crucial information about the project.

KICKOFF ATENDEED
INITIATION TASKS
WHAT
WHERE
WHEN
WHO
HOW

ember to create the folders and documents following the

to register the information to avoid delays later on. Fill the (Y/N)
he notes why it hasn't been possible to create the folder/document.

uld answer the following questions:

oject regardless of whether it is in our scope or not)

ing walls, wood framing, conventional steel, CMU bearing walls,

omments or descriptions for the structres you enter

AGREGAR "CONCRETE"
CAMBIAR LAS INSTRUCCIONES PARA QUE ELLOS INGRESEN LA ESTRUC

REVISAR LA NUMERACION
REVISAR EL FORMATO DE JUSTIFICADO DE TEXTOS Y NUMERACION
ORGANIZAR DE OTRA MANERA LA CASILLA DE LA RESPUESTA PARA QU

m accroding to table 12,2-1 from the ASCE, note the R value and
ctions12,2,2 12,2,3 12,2,3,1 12,2,3,3)
lls, parapets, etc)

inside a pool, kiosk, decorative beams, lattice or pergolas, rails)

ose structures. The types of structures are taken from question 4 of
will appear once the material is selected.

REVISAR NUMERACION EN LAS DESCRIPCIONES

PARA SIP PANELS PONER EL FABRICANTE

ternal or external deliverable, and any additional notes. Please

ary to clarify the deliverables of the project.
Description

DEFINIR LAS FASES EN EL "QUE"

ACTUALIZAR NUMERACION

x if the sheet will be included in the set, if not provide a brief

 separar concrete details en una numeracion aparte

e right to know how to use the checkbox and when to provide notes.
nformation is needed but has not been provided. At the end of the
u will find as well a section for additional notes, this reffers to any

tes

Y- YES, RECEIVED AND NEDDED

N- NOT RECEIVED BUT NEEDED, EXPLAINED WHY IT IS NEEDED

N/A- NOT APPLICABLE NOT NEEDED, EXPLAIN

agregar un campo de others

e project. For this section fill in the general information about the
section use the dropdown menu to select the correct client. For the
 WILL BE ON THE TITLE BLOCK

TC hazards tools. To correctly use the tool enter the project address
values
nloadedand
andselect theinwind
placed speed according
the designated folder to
onthe corresponding
Dropbox. After the
e is a checkbox under the “Amendment check”, you must click on

Amendment check
FALSE
FALSE
FALSE

FALSE

FALSE

es can vary, but as this is an early stage we can plan an initial

signed personnel can work per day on the project, based on this the

LA INFORMACION DE ESTA SECCION DEBE COINCIDIR CON LA PROPUES

Number of days to start the Submittal date CAMBIAR ESTA SECCION PARA QUE SOLO SE COLOQUE LA INFORMACIO
next phase (DD/MM/YY)
- 1/07/23 HACER EL DOCUMENTO DE LA PROPUESTA PARA SABER COMO ALIMEN

1 26/07/23

1 2/08/23
 1 9/08/23

the members of the project, then with the list to the right select the
ole does not appear on the list.

PM review Checker review date

agregar seccion de others para los softwares

s will be used (specify the client) para los Others poner una seccion de specify
ks. These work break down will be transferred to Zoho projects, not EXPLICAR QUE EN EL ZOHO PROJECTS VAN A APARECER MAS TAREAS A

Estimated hours

Estimated hours
 COLOR LEGEND

N DEL FORMATO

OFF ATENDEED
ATION TASKS
 GAR "CONCRETE"
BIAR LAS INSTRUCCIONES PARA QUE ELLOS INGRESEN LA ESTRUCTURA Y ABAJO EN MATERIALES QUE SE LLENE EL NOMBRE AU

SAR LA NUMERACION
SAR EL FORMATO DE JUSTIFICADO DE TEXTOS Y NUMERACION
NIZAR DE OTRA MANERA LA CASILLA DE LA RESPUESTA PARA QUE SEA MAS CLARO
SAR NUMERACION EN LAS DESCRIPCIONES

SIP PANELS PONER EL FABRICANTE

NIR LAS FASES EN EL "QUE"

ALIZAR NUMERACION
r concrete details en una numeracion aparte

S, RECEIVED AND NEDDED

T RECEIVED BUT NEEDED, EXPLAINED WHY IT IS NEEDED

NOT APPLICABLE NOT NEEDED, EXPLAIN

r un campo de others
FORMACION DE ESTA SECCION DEBE COINCIDIR CON LA PROPUESTA DE SCOPE QUE SE PASA AL CLIENTE

BIAR ESTA SECCION PARA QUE SOLO SE COLOQUE LA INFORMACION QUE VIENE DE LA PROPUESTA

R EL DOCUMENTO DE LA PROPUESTA PARA SABER COMO ALIMENTAR ESTE ARCHIVO

r seccion de others para los softwares

s Others poner una seccion de specify

CAR QUE EN EL ZOHO PROJECTS VAN A APARECER MAS TAREAS A MEDIDA QUE AVANCE EL PROYECTO, ESTE ES UN PLAN INICI
 COLOR LEGEND
First kickoff meeting
Second kicoff meeting
Third kickoff meeting
SEN LA ESTRUCTURA Y ABAJO EN MATERIALES QUE SE LLENE EL NOMBRE AUTOMATICAMENTE

UMERACION
PUESTA PARA QUE SEA MAS CLARO
ON LA PROPUESTA DE SCOPE QUE SE PASA AL CLIENTE

LA INFORMACION QUE VIENE DE LA PROPUESTA

R COMO ALIMENTAR ESTE ARCHIVO

R MAS TAREAS A MEDIDA QUE AVANCE EL PROYECTO, ESTE ES UN PLAN INICIAL