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Revised: 4/5/2019 (Rev. 1.1) 2
Table of Contents
Table of Contents 2
EDI Overview 3
Executive Summary 3
Revision History 5
EDI Process and Implementation Guide Structure 6
EDI Process Segment 1: TeamSelection - Process Steps 7
EDI Process Segment 1: Team Selection - Roles and Responsibilities 8
Deliverables 12
EDI Process Segment 2: Project Kick-Off - Process Steps 13
EDI Process Segment 2: Project Kick-Off - Roles and Responsibilities 14
Deliverables 22
EDI Process Segment 3: Integrated Design - Process Steps 23
EDI Process Segment 3: Integrated Design - Roles and Responsibilities 24
Deliverables@SD 31
Deliverables@DD 33
Deliverables@Bid Check Set Documents (85%Documents) 34
Deliverables@GMP Documents or CD 35
EDI Process Segment 4: Construction - Process Steps 36
EDI Process Segment 4: Construction - Roles and Responsibilities 37
Deliverables 39
References 40
Early Design Involvement (EDI) Table of Contents
Revised: 4/5/2019 (Rev. 1.1) 3
EDI Overview
Executive Summary
Early Design Involvement (EDI) is HCA Healthcare’s version of the design-assist process. Focusing on feed-ing our vision of continuous improvement, eliminating waste and reducing cost, the EDI program offers anopportunity for the entire team to purposefully unite and align efforts on achieving these goals. HCA Health-care believes that the EDI process provides a better value for us as an owner by achieving faster speed tomarket while lowering the overall project cost and increasing quality of the final product.
The key unique features and elements found in successful integrated design and construction teams (EDIteams) include:
l Goal Setting - based on the HCA Healthcare directive of “Faster, Better, Cheaper”o HCA Healthcare project team (Design Manager, Construction Manager, Medical Equipment
Manager, IT&S Manager, CommunicationsManager, FacilitiGroup representative) to establishproject goals (including cost and schedule) at the beginning of the EDI process.
o Project delivery team to use a transparent approach via agreed-upon deliverables and check-points to track to these goals, making the entire team accountable for project success.
l Timing of Partner Involvemento Involvement of architects, engineers, general contractor, and select trade contractors in the
early stages of the design process to have maximum impact on cost and schedule. For HCAHealthcare, this means collaboration between the HCA Healthcare project team, hospital, archi-tect/engineer, general contractor (GC), and select trade contractors.
o HCA Healthcare to bring GC/select trades/prefabricators on board, ideally, prior to the start ofDD phase (ideally, mid-SD phase). While bringing GC/select trades/prefabricators on boardafter SDs will not result in asmuch impact to the project, it does not preclude the use of EDItools to benefit the project.
l Holistic Project Schedule Approach (from funding to “heads in beds”)o Based on project goals, project team to collaboratively establish most efficient way of reaching
major project milestones (design, permitting, construction, commissioning, and final turnover)at the beginning of EDI process.
o Project team to build an integrated design, permitting, and construction schedule, allowing forconcurrent activities on critical path of the project.
l Collaborationo Team-focused and collaborative design process inclusive of all available parties to ensure the
project can be designed and constructed with a predictable result. This implies:n Producing a well-coordinated and vetted set of documents jointly by the design team and
GC/trades.n Proactively identifying opportunities for design improvement and eliminating potential
constructability issues.n Performing exploratory research into existing conditions to mitigate delays during con-
struction.n Ensuring the level of details in the final construction documents are sufficient to provide
clarity during construction. This should result in minimizing/eliminating construction RFIsbased on early design collaboration.
Early Design Involvement (EDI) EDI Overview
Revised: 4/5/2019 (Rev. 1.1) 4
n HCA Healthcare’s expectation is that each teammember uses collaborative EDI processto voice their concerns and bring up issues in a timely manner during all phases of the pro-ject.
l Process Optimizationo Integration among architects, engineers, general contractors, and select trade contractors to
ensure the architecture and engineering systems can be procured and built with little to no post-design clarifications. This includes coordinating to optimize equipment sizing, system routing,etc.
o Design-led “quality pauses” prior to DDand CDmilestone. Build additional time into the DDandCDdesign schedule, allowing for a 2-week work stoppage for all teammembers to review andcomment on the current drawing set.
o Project team to use a cluster approach by forming cross-function teams assembled to resolveissues and validate design assumptions by a focused team approach on one topic/element ofdesign (example: CEP cluster, city facilitation cluster, LEED cluster, etc.).
l Continuous Improvemento Project team to (1) mine lessons learned from previous projects and incorporate into current
project and (2) hold lessons learned session at the end of design, prior to start of construction.o Conducting lessons learned sessions throughout the life of the project (end of design/CD phase
and end of construction phase, at a minimum) to provide data for continuous process improve-ment. Additionally, targeting areas of improvement based on lessons learned from previous pro-jects.
This EDI Implementation Guide is a collection of best practices used by various project delivery teams todate to successfully achieve collaboration, process optimization, and continuous improvement on HCAHealthcare projects using EDI principles. Information contained here is not a prescriptive guide to projectdelivery on each and every HCA Healthcare project. Instead, it is a wealth of knowledge that should betapped into to make your project as successful as it can be from a cost, schedule, and quality perspective.Not all the tools listed in this Guide are relevant and/or effective for all types of projects.
The best way to use this Guide is by:
l Becoming familiar with its contentl Selecting the most relevant tools/best practices based on the project type and the timing of the team’sinvolvement (some steps in the processmay not produce effective results based on where in the pro-ject’s life they are implemented)
l Taking tools/best practices contained in this Guide and adjusting them for you project, “making themyour own”
In the spirit of continuous improvement, HCA Healthcare is looking to update/improve this EDI Imple-mentation Guide asmore teams deliver more projects using EDI principles. Therefore, we would love to hearfrom you on how useful you found this Guide and the tools contained here and/or any better ways to achievethe EDI goals. Please contact Natasha Moore [email protected] any commentson this EDI Implementation Guide.
Early Design Involvement (EDI) EDI Overview
Revised: 4/5/2019 (Rev. 1.1) 5
Revision History
Document Version Date Updated By Remarks / Comments
1.1 03/25/2019 NatashaMoore Updated Branding
1.0 01/18/2019 NatashaMoore Initial Release
Early Design Involvement (EDI) EDI Overview
Revised: 4/5/2019 (Rev. 1.1) 6
EDI Process and Implementation Guide StructureThe EDI process is broken out into four distinct segments:
1. TeamSelection (TS)2. Project Kick-Off (PK)3. Integrated Design (ID)4. Construction (C)
This Implementation Guide is broken out into four sections, following the process segments. Steps withineach segment are mapped out in the beginning of each section following a processmap format. Each pro-cessmap contains “swim lanes” for all relevant parties to the process:
l - HCA Healthcare
l - Architect and Engineer (A&E)
l - General Contractor (GC)
l - Trade Contractor(s)
l - Prefabricator(s)
l - Facility
Each step in the process is mapped out in sequential order, “TS-1” being the first step in the Team Selectionsegment of the process, “TS-2” being the second step in the Team Selection segment, and so on. After theprocessmap of the segment, each section contains a detailed narrative description of each step in the pro-cess as well as any reference materials and tools instrumental in relevant step execution (designated as “R-1”, “R-2”, etc.). Each section concludes with a list of deliverables expected to be accomplished by the end ofeach process segment.
Early Design Involvement (EDI) EDI Process and Implementation Guide Structure
Revised: 4/5/2019 (Rev. 1.1) 7
EDI Process Segment 1: Team Selection - Process Steps
Early Design Involvement (EDI) EDI Process Segment 1: Team Selection - Process Steps
Revised: 4/5/2019 (Rev. 1.1) 8
EDI Process Segment 1: Team Selection - Roles and Responsibilities
Early Design Involvement (EDI) EDI Process Segment 1: Team Selection - Roles and Responsibilities
Revised: 4/5/2019 (Rev. 1.1) 9
Process ID Process Activity Ref
TS-1 Hold Building Capital Implementation Plan (BCIP) Meeting
l Internal to HCA Healthcaremeeting attended by:o AVP of Constructiono AVP of Capital Productivityo Director of Constructiono DesignManager (DM)o ConstructionManager (CM)o Equipment Manager (EM)o PreconstructionManagero IT&S Managero Accounting/Finance/e-Builder Manager
l Discussion points:o Initial determination on whether project will use EDI approach based on results of EDI ROI analysis (performed by the
CM andDM prior to the BCIP meeting) (see EDI ROI Tool for reference)o Project scope implications/considerations based on input from HCA Healthcare planner (project history) and from HCA
Healthcare FacilitiGroup (short-term and long-term infrastructure needs)o High-level project budget (A&E, construction, medical equipment) o High level project schedule (design, permitting, construction)o Project duration baselineso e-Builder project break outso Prefabrication approacho Early Release Packages (ERPs)o Initial Monthly Metrics Report (MMR) goals using KPIso Recommended designers andGCs to receive RFP
n In case of a direct award, agree upon designer and/or GC being awarded the projectl Deliverables:
o BCIP Form (e-Builder)
o Initial draft of Project Goals and/or Charter
Note: Project Charter may be developed later
Sample BCIPFormR - 1
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EDI ROI ToolR - 2
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SampleMMRat Completion ofBCIP Meeting
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Samples of Pro-ject Goals/Charter
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Early Design Involvement (EDI) EDI Process Segment 1: Team Selection - Roles and Responsibilities
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Process ID Process Activity Ref
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TS-2 Discuss Project Plan and Schedule with Facility
l DM/CM discusses high-level project plan and schedule developed in BCIP meeting with facility leadership (CEO/CFO), includ-ing:
o Initial phasing approacho Other projects happening on campus
Note: Depending on the timing of the project approval/funding and complexity of the project, this stepmay not be necessaryandmay be included in the initial budgeting/business case development exercise (“development book”) and/or facility kick-offmeeting
TS-3 Send Out Joint Request for Proposal (RFP) to A&E/GC/Trade Contractor Teams
l Spell out intended project delivery methods
Example RFPR - 5 View /Download
Early Design Involvement (EDI) EDI Process Segment 1: Team Selection - Roles and Responsibilities
Revised: 4/5/2019 (Rev. 1.1) 11
Process ID Process Activity Ref
TS-4 Respond to Request for Proposal (RFP)
TS-5 Select A&E/GC/Trade Contractor/Prefabricator(s) Team
l Trade contractors wouldmost likely include:o Mechanicalo Plumbingo Electricalo Drywallo Elevatoro Steelo Prefabricator(s) [interior room components, exterior walls, MEP racks, OR ceilings, etc.]o Others (as required)
Note: Once RFP responses are received from all parties, EDI ROI analysis should be updated using cost and duration datafrom the RFP responses of project award recipients to ensure that the case for EDI still makes sense
Example ofSelection Cri-
teriaR - 6
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Early Design Involvement (EDI) EDI Process Segment 1: Team Selection - Roles and Responsibilities
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Process ID Process Activity Ref
TS-6 Hold EDI Project Kick-off Meeting
(sometimes referred to as “internal kick-off meeting”)
l Attendees:o HCA (DM, CM, EM, IT&S, FacilitiGroup, Building Capital)o Architecto Engineero GCo Trade Contractor(s)o Prefabricator(s)
Deliverables
HCA Internall Completed BCIP forml EDI ROI analysisl Project duration baseline analysisl Draft project goals/charterl MMR
Pre-Award / At RFPl Pre-proposal meeting/call – one for three GCs bidding on project
At Awardl Development book shared with trade contractorsl HCA Healthcare MEP Guidelines shared with entire teaml EDI kick-off meeting scheduled for entire project delivery team
Early Design Involvement (EDI) EDI Process Segment 1: Team Selection - Roles and Responsibilities
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EDI Process Segment 2: Project Kick-Off - Process Steps
Early Design Involvement (EDI) EDI Process Segment 2: Project Kick-Off - Process Steps
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EDI Process Segment 2: Project Kick-Off - Roles and Responsibilities
Note: Steps PK-1 through PK-7 can and should be performed over the course of one meeting [EDI project kick-off meeting], making each step (1 through7) an agenda item in the meeting.
Early Design Involvement (EDI) EDI Process Segment 2: Project Kick-Off - Roles and Responsibilities
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ProcessID
Process Activity Ref
PK-1 Review/Discuss Project Scope, Schedule, Budget, Goals
l Review scope (based on development package)l Review schedule
o Identify critical path/key milestones for the entire project schedule, including design, permitting, and con-struction phases (this is not a pull planning exercise)
o Discuss Authority Having Jurisdiction (AHJ) review requirements and review timelineo Discuss Early Release Packages (ERPs) that contribute to critical patho Identify key schedule points and get dates on the calendar for the team
n Define dates for all meetingso Deliverables for each phase of design – to aid in future pull planning sessions and better plan sequencing of
inter-dependent tasks, it is recommended to look at design deliverables one level beyond DD1, DD2, 85%check-set, final drawings (see attached example for reference)
o Develop process for incorporating feedback into drawings, known as taking a “quality pause” (see the ref-erenced guidance document on the process and tools)
o Reiterate the entire project schedule (design, permitting, construction) to facility to set proper expectationsl Review budget
o Review budget goalso Establish frequency andmethods of pricing (at whichmilestones, full pricing vs. order of magnitude)o Develop Target Value Design (TVD) rules, if applicable-frequency of budgeting/pricing, format of pricing
reviews, timing of feedback, etc.l Discuss broader project goals (see attached article on effective onboarding)
o Why, what, and where do wewant to go?o What is the desired end state?o What are the conditions of satisfaction we are trying tomeet?o How would we know that we succeeded?
Sample Kick-off MeetingAgendas/Presentations
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Design Deliverables ListR-8
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"Quality Pause" GuidanceR-9
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Building the “A” Team:Steps for an EffectiveOnboarding Process in
LPD articleR - 10
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Early Design Involvement (EDI) EDI Process Segment 2: Project Kick-Off - Roles and Responsibilities
Revised: 4/5/2019 (Rev. 1.1) 16
ProcessID
Process Activity Ref
PK-2 Review/Discuss Project Approach to:
l Prefabricationl Sourcingl Phasingl Sustainabilityl Infrastructure upgradesl Other projects on campus (D&C or FacilitiGroup)l Logistics planl Tax incentives, if any
Sample Bed Loss MatrixR - 11
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PK-3 Present Suggested MMR Goals
l Presented by HCA Healthcare team to entire project delivery team
SampleMMRat Completion ofBCIP Meeting
R – 3
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Early Design Involvement (EDI) EDI Process Segment 2: Project Kick-Off - Roles and Responsibilities
Revised: 4/5/2019 (Rev. 1.1) 17
ProcessID
Process Activity Ref
PK-4 Review Suggested MMR Goals, Provide Input, Collaborate to Finalize
l Entire project delivery team
SampleMMRat Completion ofBCIP Meeting
R – 3
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Early Design Involvement (EDI) EDI Process Segment 2: Project Kick-Off - Roles and Responsibilities
Revised: 4/5/2019 (Rev. 1.1) 18
ProcessID
Process Activity Ref
PK-5 Establish Roles and Responsibilities
l Utilize R-12 EDI Deliverables Pick List as a guide to discuss anticipated project-specific pain points/opportunities forimprovement
o This list is not intended to be an exhaustive list of all relevant items, and not each item on the list applies toeach project
o Use as a guide tomake sure have commitments made around applicable deliverables during pull planning ses-sions
l Last Planner System (LPS) Schedulingo Perform assessment of team’s LPS capabilities/knowledge (see R-13 LPS Facilitator Assessment Questions)o Determination how much training is needed – schedule training, if needed (see referencematerials)
n (a) “Last Planner in Design Phase” presentationn (b) “Last Planner” by AlanMossmann (c) “Current Process Benchmark for LPS” by Ballard/Tommelein
o Tools:n (a)Work register/commitment log (pdf version generated by an electronic LPS tool like vPlanner)n (b)Work register/commitment log (Excel-based version)n (c) Action item sheetn (d) A-3 format for decisions/analysisn (e) Teammeeting recapn (f) Project cluster close-out A-3n (g) High-level summary sheet for project
l Site Investigationo Written plan from eachmember of the team prior to 1st site visit that gets shared with everyone on the team
with the intent of what each person plans on accomplishing at the visito Expectations on what level of design assist detail is expected on each level of the drawings frommajor subs
(MEP subs need to be on the same page as the design team)
EDI Deliverables Pick ListR – 12
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LPS Facilitator Assess-ment Questions
R-13
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LPS TrainingMaterials
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R - 14b - View / Download
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R-15 LPS/Work Organ-ization Tools in Design
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Early Design Involvement (EDI) EDI Process Segment 2: Project Kick-Off - Roles and Responsibilities
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ProcessID
Process Activity Ref
Example Site Visit PlanR - 16
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Early Design Involvement (EDI) EDI Process Segment 2: Project Kick-Off - Roles and Responsibilities
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ProcessID
Process Activity Ref
PK-6 Establish Meeting Cadence, Team Communication Methods, Format of Precon RFI Tracking Tool or Real-Time Pri-cing of Design Changes
l Teammeetings/calls – frequency, locationo Brainstorming session (Lean Alignment)o Design pull plano Cluster groupmeetingso Project teammeetings
l Team communicationo One option is to use e-Builder as a common document sharing platform – would need to have HCA Healthcare
e-Builder administrator to set-up a project folder and access to all project teammemberso Other options include SmartSheet, BOX, GoogleDocs – all options should be evaluated for compatibility with
project team’s firewalls and easy of usel BIMmodel sharing rules – recommend developing a BIM execution plan for the project that outlines responsibilities,including which parties do shop drawings, what level of development is performed by designers and subs, etc.
l Submittal Strategyo Timing/ordero Prioritizationo Which submittals will require Bluebeam Studio review sessionso Best Practice: Hold “submittal parties” – a gathering of manufacturer, trade contractor, GC, engineer, architect
in a room to review and sign submittalsl Project Assumptions Log – Recommend using one starting in Design Phase to document and prove out assumptionsl Precon RFI Tracking Tool/ScopeManagement Log – Recommend using a format that includes the following ele-ments:
o Scope changeso Timeo Budgeto Critical patho Deviations
Note: The objective of the Precon RFI Tracking Log is to understand the impact that the EDI approach to a pro-ject has on its cost and scope. The Precon RFI Tracking Log is designed to capture the decisions made by theEDI team and their impact on project design as well as project cost. The same objective can be accomplished
EDI Meeting Guidance,Sample Cluster Group List,
Charrette Report-Out
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R - 17b - View / Download
R - 17c - View / Download
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e-Builder InstructionsR – 18
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Example BIM ExecutionPlanR - 19
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Assumptions Log Tem-plate/Example, Narrative,
Flowchart
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Early Design Involvement (EDI) EDI Process Segment 2: Project Kick-Off - Roles and Responsibilities
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ProcessID
Process Activity Ref
by implementing real-time pricing of design changes (using a system like Lens developed by JEDunn) and peri-odically reporting out the comparison between original scope/budget and scope/budget as it evolves during theIntegrated Design process.
R - 20c - View / Download
Template Precon RFITracking Log
R - 21
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PK-7 Review Applicable Lessons Learned (LL) from Other Projects
l HCA Healthcare is committed to documenting and sharing LL for the benefit of future projects. Attached for referenceare:
o (a) LL from Design Phase of Plano Tower projecto (b) LL from Design Phase of Centennial MC projecto (c) “Onsite Construction Document Review Notes” designed to be used as a running list of items that should
not bemissed/overlooked before drawings are finalized
Examples of LessonsLearned Documents
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Early Design Involvement (EDI) EDI Process Segment 2: Project Kick-Off - Roles and Responsibilities
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ProcessID
Process Activity Ref
PK-8 Approve Preconstruction Agreement for GC Services
l GC submits to HCA Healthcarel HCA Healthcare approves
PK-9 Submit Preconstruction Agreement for GC Services / Approve Preconstruction Agreement for Trade ContractorServices
l GC/Trade Contractors submit to HCA Healthcarel HCA Healthcare approves
PK-10 Submit Preconstruction Agreement for Trade Contractor Services
l Trade Contractors submit to HCA Healthcarel HCA Healthcare approves
Deliverables
l Key project milestones (design, permitting, construction)l Overall project durationl Keymeeting datesl Finalized project goals/charterl “Starting point” budget – benchmark to compare to throughout the projectl Agreed upon team communication method/platforml Team directoryl Preconstruction agreements with GC/Trade Contractor(s)
Early Design Involvement (EDI) EDI Process Segment 2: Project Kick-Off - Roles and Responsibilities
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EDI Process Segment 3: Integrated Design - Process Steps
Early Design Involvement (EDI) EDI Process Segment 3: Integrated Design - Process Steps
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EDI Process Segment 3: Integrated Design - Roles and Responsibilities
ProcessID
Process Activity Ref
ID-1 Hold Schematic Design (SD) Kick-off and Field Verification Meeting
l Two concurrent meetingso One focusing on user on-boardingo One focusing on field investigation
l Team 1: Focus on user on-boardingo Attendees:
n HCA DM, EM, IT&Sn Architectn Facility (leadership, department heads)
o Format – PowerPoint presentation (see R-23 Sample SD Kick-off Presentation)o Deliverables to take - plans (based on development book and any pre-design conversations)
l Team 2: Focus on field investigation / existing conditions / constructabilityo Attendees
n HCA CMn GCn Trade Contractorsn Engineer (electrical, mechanical, structural)n Facility (DPO)
l Refer to R-24a EDI MEP Existing Conditions Check List Purpose.docx and verify existing conditions against development booknarrative
Sample SDKick-off
PresentationR – 23
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EDI MEP Exist-ing ConditionsChecklist (Pur-pose and Tool)R - 24a - View /Download
R - 24b - View /Download
Early Design Involvement (EDI) EDI Process Segment 3: Integrated Design - Roles and Responsibilities
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ProcessID
Process Activity Ref
ID-2 SD Development Using Last Planner System
l See tools for reference:o Big Room Rules of Engagemento Steps to pull planning in designo Cluster groups – what, who, how
l Determine location/set-up of Big Rooml Review high-level project milestone schedule and begin collaborative pull planning to the first milestone (set of milestones)
o Utilize smaller batches of design scope – one level below DD1, DD2, 85% check-set, final drawings (reference R-8Design Deliverables List)
o Utilize cluster approachn A cluster is a cross-function team assembled to resolve issues and validate design assumptions by a focused
team approach on one topic/element of design (example: CEP cluster, city facilitation cluster, LEED cluster, etc.)n Several clusters usually work in parallel, touching base periodically to ensure interdependent elements of design
are coordinated/not overlookedn Once a certain portion of design is complete, certain clusters are closed out and new ones are created, depending
on design scope needso Perform initial pass at code reviewo Establish initial contact with AHJ
l Review drawings to determine optimal approach to prefabrication - goal of standardization while maximizing off-site man-ufacturing
l Schedule agency reviewl Discuss/validate tax incentives strategy, if anyl Determine 3rd party consultant involvement
o 3D scanning of existing spaceo Surveyo Geotecho Test and balanceo Asbestoso Building envelopeo Steel detailingo Other, as needed
LPS in DesignTools
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Design Deliv-erables List
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ProcessID
Process Activity Ref
ID-3 Provide Constructability Input
In contrast to a traditional design and construction process where design and construction happen sequentially and without overlap, theEDI process engages the GC, Trade Contractor(s), and Prefabricator(s) during Design. The objective of this approach is to incorporateinput of the GC, Trade Contractor(s), and Prefabricator(s) on themajor design elements of the project while the drawings are beingdeveloped, thus producing amore coordinated, complete, and constructible set of final construction documents.
l Specific elements of design that should be reviewed for constructability will vary depending on the type of project. Refer to the R-24a EDI MEP Existing Conditions Check List purpose.docx as a starting point.
Note: Constructability input should be provided by GC and Trade Contractor(s) to the A&E team on an iterative bases, as the doc-uments are being developed, so real-time decisions regarding design can bemade by the team, taking into account constructability con-siderations (essentially implementing Target Value Design approach)
ConstructabilityInput Narrative
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ID-4 Produce SD Package
ID-5 Produce Order of Magnitude Pricing (using referenced template) Order of Mag-nitude PricingTemplateR - 27
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Early Design Involvement (EDI) EDI Process Segment 3: Integrated Design - Roles and Responsibilities
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ProcessID
Process Activity Ref
ID-6 Hold Design Development (DD) Kick-off Meeting (Cast of 1,000s)
l DD1 (w/o facility)o Incorporate comments from SD/Pricing Exercise prior to meetingo Include IT&S, OFE, furniture in preparation for meetingo Conduct lessons learned (LL) session on SD phase
l DD2 (with facility, also known as “Cast of 1,000s” meeting)o Presentation to facility (for themost part)o Collection of input from facility on certain elements of design
Sample LL Col-lection Form,Survey, andSessionAgenda
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R - 28c - View /Download
ID-7 DD Development Using Last Planner System
l Collaborative pull planning to the next milestoneo Utilize smaller batches of design scopeo Utilize cluster approacho Produce colored plans with limits of functional spaceso Address design aspects related to prefabrication
Early Design Involvement (EDI) EDI Process Segment 3: Integrated Design - Roles and Responsibilities
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ProcessID
Process Activity Ref
ID-8 Provide Constructability Input
l Determine shop drawing review/approval process – determine if it makes sense to do some shop drawings before CDs are com-plete and incorporate by reference (different sequence of work, possibility to eliminate re-work)
Note: Constructability input should be an iterative process, parallel with design in a Target Value Design type approach
ID-9 Produce DD Package
Early Design Involvement (EDI) EDI Process Segment 3: Integrated Design - Roles and Responsibilities
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ProcessID
Process Activity Ref
ID-10 Produce DD Detailed Estimate
ID-11 CD Development Using Last Planner System
l Collaborative pull planning to the next milestoneo Incorporate comments from DDo Utilize smaller batches of design scopeo Utilize cluster approach
n As design progresses and fewer elements are unknown/need targeted investigation, the number and size of designclusters should decrease
o Produce colored plans with limits of functional spaceso Address design aspects related to prefabricationo Incorporate lessons learned from DD phase
Early Design Involvement (EDI) EDI Process Segment 3: Integrated Design - Roles and Responsibilities
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ProcessID
Process Activity Ref
ID-12 Provide Constructability Input
l Check-set page-turn review with all partners
ID-13 Produce CD Package
Early Design Involvement (EDI) EDI Process Segment 3: Integrated Design - Roles and Responsibilities
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ProcessID
Process Activity Ref
ID-14 Produce CD Detailed Estimate
ID-15 Issue GMP
l Interview, evaluate, andmake awards to remaining Trade Contractor(s) not involved in the project up until this pointo Best Practice: Bring new teammembers up to date on EDI approach/key decisions made to date
l Review and update design phase KPIs in MMRl Issue P.O.s for direct buys (if any)
o Manufactured unitso Mechanical packageo Electrical package
l Conduct lessons learned session on design phase
SampleMMRat Completionof DesignR - 29
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Sample LL Col-lection Form,Survey, andSessionAgenda
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Deliverables @ SD
( *items in BOLD are essential to success )
A&El Identify cluster groupsl Schematic floor plan
Early Design Involvement (EDI) EDI Process Segment 3: Integrated Design - Roles and Responsibilities
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l Schematic civil planl Schematic narratives - civil, architectural, structural, MEPl Participation in preconstruction pull plan scheduling – EDI specificl Updated one-line drawings (updated development package)l Program confirmedl Frozen floor planl Precon RFI Tracking Log
GCl Order of magnitude pricing from development bookl Lead site investigationl Compiled site investigation narrativel Compiled preliminary constructability narrative & logistics plan/narrativel Preliminary coordination review notes – review of available drawings to note what needs to be coordinatedl Preliminary construction schedule & milestone planl Participation in preconstruction pull plan schedulingl Precon RFI Tracking Log
Trade Contractorsl Trade budgetl Participation in site investigationl Site investigation notesl Preliminary constructability notesl Participation in preliminary coordinationl Participation in preliminary construction schedulel Participation in preconstruction pull plan schedulingl Begin BIM modeling and coordinationl Precon RFI Tracking Log
HCA Healthcare/Facilityl Project area access (facility)l Lead pull planning of preconstruction schedule (design/construction) – LPS expert on the teaml Precon RFI Tracking Log
Early Design Involvement (EDI) EDI Process Segment 3: Integrated Design - Roles and Responsibilities
Revised: 4/5/2019 (Rev. 1.1) 33
Deliverables @ DD
A&El Updated design - civil and architecturall MEP development designl Design development specificationsl Narrative addressing how constructability items addressed in designl Participation in preconstruction pull plan scheduling updatel Quality Pauses/Check Set – 1-2 times in DD (minimum 1)l Precon RFI Tracking Log
GCl Design development budgetl Lead additional site investigation based on updated design (if applicable)l Compiled updated site investigation narrativel Compiled updated constructability narrativel Updated coordination review notesl Updated construction schedulel Participation in preconstruction pull plan scheduling updatel Budget variance report using order of magnitude tool – transparent to the teaml Continuous budget updates to entire teaml Identify cost savings opportunities – what is the best way to spend the money?l Provide feedback before things are fully drawn – Target Value Design – @ DD#1, DD#2, 85% DD [can’t wait till the end of DD]l Precon RFI Tracking Log
Trade Contractorsl Updated trade budgetl Participation in DD site investigation (if applicable)l Update site investigation notesl Update constructability notesl Participate in coordination updatel Participate in construction schedule updatel Participation in preconstruction pull plan scheduling updatel Identify cost savings opportunities – what is the best way to spend the money?l Provide feedback before things are fully drawn – Target Value Design – @ DD#1, DD#2, 85% DD [can’t wait till the end of DD]
Early Design Involvement (EDI) EDI Process Segment 3: Integrated Design - Roles and Responsibilities
Revised: 4/5/2019 (Rev. 1.1) 34
l Begin BIM modeling and coordinationl Precon RFI Tracking Log
HCA Healthcare/Facilityl Project area access (facility)l Lead preconstruction schedule pull plan updatel Precon RFI Tracking Log
Deliverables @ Bid Check Set Documents (85% Documents)
A&El Complete design across all fieldsl All vendor drawings and specs completel Narrative addressing how constructability items addressed in designl Participation in preconstruction pull plan scheduling updatel Precon RFI Tracking Log
GCl Compiled check set review commentsl Participation in preconstruction pull plan scheduling updatel Precon RFI Tracking Log
Trade Partnersl Participation in check set reviewl Participation in preconstruction pull plan scheduling updatel Precon RFI Tracking Log
HCA Healthcare/Facilityl Lead preconstruction schedule pull plan updatel Precon RFI Tracking Log
Early Design Involvement (EDI) EDI Process Segment 3: Integrated Design - Roles and Responsibilities
Revised: 4/5/2019 (Rev. 1.1) 35
Deliverables @ GMP Documents or CD
A&El Complete design across all fields incorporating check set commentsl Quality Pauses/Check Set – minimum 1 time in CD @ 50% CDl Precon RFI Tracking Logl Participation in LL session
GCl Final GMP contract and master schedulel Pull/phase planningl Trade contractor buyoutl Precon RFI Tracking Logl Participation in LL session
Trade Partnersl Final GMP costl Precon RFI Tracking Logl Participation in LL session
HCA Healthcare/Facilityl Quick turnaround of GMP contract (HCA)l Clear out of project area per schedule (Facility)l Precon RFI Tracking Logl Participation in LL session
Early Design Involvement (EDI) EDI Process Segment 3: Integrated Design - Roles and Responsibilities
Revised: 4/5/2019 (Rev. 1.1) 36
EDI Process Segment 4: Construction - Process Steps
Early Design Involvement (EDI) EDI Process Segment 4: Construction - Process Steps
Revised: 4/5/2019 (Rev. 1.1) 37
EDI Process Segment 4: Construction - Roles and Responsibilities
Process ID Process Activity Ref
C-1 Execute Contract with General Contractor
C-2 Hold Monthly Owner, Architect, Contractor (OAC) Meetings
C-3 Review and Update MMR KPIs SampleMMR in ConstructionR - 30
View / Download
Early Design Involvement (EDI) EDI Process Segment 4: Construction - Roles and Responsibilities
Revised: 4/5/2019 (Rev. 1.1) 38
Process ID Process Activity Ref
C-4 Use Last Planner System to Plan and Execute Work R-15 LPS/Work Organization Tools in Design
R - 15a - View / Download
R - 15b - View / Download
R - 15c - View / Download
R - 15d - View / Download
R - 15e - View / Download
R - 15f - View / Download
R - 15g - View / Download
C-5 Hold Lessons Learned Session Sample LL Collection Form, Survey, and Session Agenda
R - 28a - View / Download
R - 28b - View / Download
R - 28c - View / Download
Early Design Involvement (EDI) EDI Process Segment 4: Construction - Roles and Responsibilities
Revised: 4/5/2019 (Rev. 1.1) 39
Process ID Process Activity Ref
C-6 Summarize and Document Results of EDI on Project Using Final Cost of Work
l Update EDI ROI analysis with actual cost and duration data
Example from Riverside andMCDR - 31
View / Download
Deliverables
l MMRl OACmeeting notes/A-3sl RFI logl EDI ROI analysis (using actual data)l LL session with entire team/documentation of LL in LL database
Early Design Involvement (EDI) EDI Process Segment 4: Construction - Roles and Responsibilities
Revised: 4/5/2019 (Rev. 1.1) 40
ReferencesReferences should be used in conjunction with the Process Activities. Click the links below to go to eBuilder for access to the documents referenced in thisguide:
l R-1 Sample BCIP Forml R-2 EDI ROI Tooll R-3 SampleMMR at Completion of BCIP Meetingl R-4 Samples of Project Goals / Charter:
o R-4a North Florida Regional Tower Expansion Project EDI goals.docxo R-4b NOVA EDI Project Goals.docxo R-4c Plano Tower Charter.pdf
l R-5 RFP Template.docxl R-6 EDI TeamSelection Criteria.pdfl R-7 Sample Kick-off Meeting Agendas/Presentations:
o R-7a EDI Kick-off Agenda.docxo R-7b Kick-off_Agenda - Final.pdfo R-7cHCA North Florida RMC - EDI Kick-off.pdfo R-7d Plano Tower Project Kick-off Presentation.pdf)
l R-8 Design Deliverables Listl R-9 "Quality Pause" Guidancel R-10 Building the “A” Team: Steps for an Effective Onboarding Process in LPD articlel R-11 Sample Bed LossMatrixl R-12 EDI Deliverables Pick Listl R-13 LPS Facilitator Assessment Questionsl R-14 LPS Training Materials:
o R-14a Last Planner - Design.pdfo R-14bMossman - Last Planner.pdfo R-14c Ballard Tommelein Current Process Benchmark for the Last Planner System.pdf
l R-15 LPS/Work Organization Tools in Design:o R-15a Tool 1WorkRegister SFTVa.pdfo R-15b Tool 1WorkRegister.xlsxo R-15c Tool 2 Action Item Log.xlsxo R-15d Tool 3 A3 Analysis Slides.pptxo R-15e Tool 4MCP Tower - TeamMeeting Recap.pptx
Early Design Involvement (EDI) References
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o R-15f Tool 5MCP - ExtWall Panel - Cluster Final Report.pptxo R-15g Tool 6MC Plano Exec Summary.pdf
l R-16 Example Site Visit Planl R-17 EDI Meeting Guidance, Sample Cluster Group List, Charrette Report-Out:
o R-17a EDI Meetings.docxo R-17bMCP Tower Contact List.xlsxo R-17cNFRMC - TeamDirectory.pdfo R-17dMCP Tower - Schedule Development - Meeting Recap.pdf
l R-18 e-Builder Instructionsl R-19 Example BIMExecution Planl R-20 Assumptions Log Template/Example, Narrative, Flowchart:
o R-20a AssumptionsNarative.docxo R-20b Assumption Slide.pptxo R-20c Assumption Log with Examples.xlsx
l R-21 Template Precon RFI Tracking Logl R-22 Examples of Lessons Learned Documents:
o R-22aMCP Lessons Learned in Design.xlsxo R-22b Centennial EDI Lessons Learned Consolidated.xlsxo R-22cCheck Set Document Review Template.docx
l R-23 Sample SD Kick-off Presentationl R-24 EDI MEP Existing Conditions Checklist (Purpose and Tool):
o R-24a EDI MEP Existing ConditionsCheck List Purpose.docxo R-24b EDI MEP Existing ConditionsCheck List Tool.xlsx
l R-25 LPS in Design Tools:o R-25a Big RoomRules.pdfo R-25b Steps to Pull Planning in Design.pdfo R-25cCluster Group.pdf
l R-26 Constructability Input Narrativel R-27Order of Magnitude Pricing Templatel R-28 Sample LL Collection Form, Survey, and Session Agenda:
o R-28a Lessons Learned Collection Template.xlsxo R-28b LL Session Agenda Example.docxo R-28c LL Session SurveyMonkey Example.pdf
l R-29 SampleMMR at Completion of Designl R-30 SampleMMR in Constructionl R-31 Example fromRiverside andMCD
Early Design Involvement (EDI) References
