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# |
yes |
no |
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1. |
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I/we bid other people's plans? |
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2 |
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I/we provide design services for a fee? |
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3 |
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I/we are qualified to provide design services? |
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4 |
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I/we employ or sub-contract with a qualified designer or architect? |
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5 |
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I/we use a design/build lead form to capture lead information? |
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6 |
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I/we provide design ideas and concepts and bid for free? |
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7 |
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I/we provide cost/plus bids? |
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8 |
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I/we have determined that what type of clients we will work for? |
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9 |
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I/we have determined what type of projects we will take on? |
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10 |
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I/we will walk away from projects and homeowners that don't meet our model? |
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11 |
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I/we will run an appointment with only one decision maker present? |
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12 |
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I/we will not run an appointment unless all decision makers are present? |
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13 |
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I/we have an accurate estimating system, that yields pricing that cover direct costs, indirect costs, overhead, marketing costs, sales costs, owners salary, equipment and profit? |
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14 |
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I/we are proficient in explaining the budget to the homeowner? |
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15 |
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I/we have a well defined sales process for design/build? |
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16 |
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I/we have a well defined sales process for scope development? |
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17 |
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I/we have a well defined sales process to complete an accurate written contract to build the project? |
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18 |
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I/we have a stable of qualified subs and vendors to assist in the scope development of our projects? |
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19 |
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I/we rely heavily upon allowances to complete the build contract? |
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20 |
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I/we allow for time to assist the homeowner in the selection of products to be used on the project before the contract is finalized? |
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21 |
|
|
I/we try to eliminate all allowances in the build contract? |
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22 |
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I/we require written scopes from subs and vendors that reflect the final scope of work in the build contract? |
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23 |
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I/we have a well defined production process? |
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24 |
|
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I/we use carpenters trained in the lead carpenter production system? |
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25 |
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I/we have a written change order policy? |
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26 |
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Our carpenters are trained to follow the contract and write change orders? |
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27 |
|
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I/we prepare the job binder for the lead carpenter? |
|
28 |
|
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I/we conduct pre-construction meetings with the lead carpenter and the homeowner? |
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29 |
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I/we provide a schedule for construction and hold weekly meetings with the homeowner? |
|
30 |
|
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I/we conduct weekly job cost reviews of our projects? |
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31 |
|
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I/we create estimated versus actual job cost reports and review them weekly? |
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32 |
|
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I/we have an accounting system with a chart of accounts that separates direct and indirect job costs, and produce the necessary financial reports needed to run my business? |
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33 |
|
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I/we conduct forensic reviews of completed jobs? |
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34 |
|
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I/we actively market our ongoing projects to the neighborhood? |
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35 |
|
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I/we consistently ask our customers for referrals? |
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