Project Kickoff Meeting Report

• Job Number

• Job Name

• Project Manager

  Select Ben Murdock Bill TerHaar Bob Addington Michael Cerny Scott Taylor Kevin McDowell Corey Wallace Chris Means Derick Jordaan Other

  • Ben Murdock
  • Bill TerHaar
  • Bob Addington
  • Michael Cerny
  • Scott Taylor
  • Kevin McDowell
  • Corey Wallace
  • Chris Means
  • Derick Jordaan
  • Other

• If Other Indicate PM

• Account Manager

  Select Bradley Harp Dan Wilson Dia Winkler Jake Gilray Rebecca Criswell Jay Morris Joe Ventrone Jessica Abrante John Gregory Matthew Smith Vincent Dillard Other

  • Bradley Harp
  • Dan Wilson
  • Dia Winkler
  • Jake Gilray
  • Rebecca Criswell
  • Jay Morris
  • Joe Ventrone
  • Jessica Abrante
  • John Gregory
  • Matthew Smith
  • Vincent Dillard
  • Other

• If Other Indicate AM

• Design Engineer

  Select Vince Cauterucci Kevin McDowell Robert Kurth Tim Goodman Robert Boothe Other

  • Vince Cauterucci
  • Kevin McDowell
  • Robert Kurth
  • Tim Goodman
  • Robert Boothe
  • Other

• If Other Indicate DE

• Project Engineer

  Select Bill Fairchild Hugo Rivera Kevin McDowell Robert Kurth Robert Boothe Tim Goodman Other

  • Bill Fairchild
  • Hugo Rivera
  • Kevin McDowell
  • Robert Kurth
  • Robert Boothe
  • Tim Goodman
  • Other

• If Other Indicate PE

Internal Project Review

Contract Information

• Is there an approved scope of work?

  Yes

  No

• Is the IPT current and accurate?

  Yes

  No

• Are inclusions/exclusions defined?

  Yes

  No

• Are terms and conditions defined?

  Yes

  No

• Has owner furnished equipment been identified?

  Yes

  No

  N/A

• Were there any changes in cost or scope since contract award?

  Yes

  No

• What are the changes?

• Is there a consultant on this project?

  Yes

  No

• Provide consultant details.

• Is their a defined commissioning/testing process requirement that differs from AVI-SPL standards?

  Yes

  No

• Has customer training been defined?

  Yes

  No

  N/A

• Is any special testing equipment required?

  Yes

  No

• What equipment is required?

• Are any special certifications required?

  Yes

  No

• What certifications are required?

• Has a customer stake holder list been provided?

  Yes

  No

• Are there contractual limits to change order margins?

  Yes

  No

• Please describe.

• Is there a unique change order process on this project?

  Yes

  No

• Please describe.

• Are there any liquidated damages on this project?

  Yes

  No

• Please describe.

Presale Deliverables

• Has a site survey been provided to operations and stored in the job folder?

  Yes

  No

• Were preliminary sketches or construction drawings been provided to operations and stored in the job folder?

  Yes

  No

Programming

• Does this project include programming?

  Yes

  No

• Is the programming scope fully defined?

  Yes

  No

• Is there a pre approved touch panel user interface? If no, this must be addressed with the customer during the kickoff meeting.

  Yes

  No

• Select Framework that was approved.

  True Tiles

  Control Room

  Dashboard

  Industry

  Silverline

• Important!!! This will need to be reviewed with customer during external kickoff meeting

Procurement

• Are there any long lead items?

  Yes

  No

• Describe long lead items.

• Are there any Value Engineering opportunities you can implement that could improve project margin?

  Yes

  No

• Describe VE opportunities.

• Any special pricing items?

  Yes

  No

• Are the quotes stored in the job folder?

  Yes

  No

• Select any potential procurement/equipment risks.

  Select No Vendor Relationship Custom Products Deposits or Prepays Credit Holds New (beta) Product or Vaporware Obsolescence

  • No Vendor Relationship
  • Custom Products
  • Deposits or Prepays
  • Credit Holds
  • New (beta) Product or Vaporware
  • Obsolescence

Budget

Labor

• Is budgeted engineering labor adequate?

  Yes

  No

• Provide PM Estimate and Explenation

• Is budgeted PM labor adequate?

  Yes

  No

• Provide PM Estimate and Explenation

• Is budgeted programming labor adequate?

  Yes

  No

• Provide PM Estimate and Explenation

• Is budgeted CAD labor adequate?

  Yes

  No

• Provide PM Estimate and Explenation

• Is budgeted tech shop labor adequate?

  Yes

  No

• Provide PM Estimate and Explenation

• Is budgeted tech install labor adequate?

  Yes

  No

• Provide PM Estimate and Explenation

• Is budgeted sub labor adequate?

  Yes

  No

• Provide PM Estimate and Explenation

Material

• Is budgeted equipment adequate?

  Yes

  No

• Provide PM Estimate and Explenation

Direct Costs

• Is budgeted hotel adequate?

  Yes

  No

• Provide PM Estimate and Explenation

• Is budgeted per diem adequate?

  Yes

  No

• Provide PM Estimate and Explenation

• Is budgeted airfare adequate?

  Yes

  No

• Provide PM Estimate and Explenation

• Is budgeted vehicle rental adequate?

  Yes

  No

• Provide PM Estimate and Explenation

• Is budgeted apartments adequate?

  Yes

  No

• Provide PM Estimate and Explenation

• Is budgeted other adequate?

  Yes

  No

• Provide PM Estimate and Explenation

G&A

• Are there any obvious budget misses in G&A?

  Yes

  No

• Provide details on G&A budget misses.

Subcontract Information

• Will this project use subcontractors?

  Yes

  No

• What work will the subcontractor be executing?

  Select Installation Low Voltage Programming Electrical Lighting Rigging Acoustical Other

  • Installation
  • Low Voltage
  • Programming
  • Electrical
  • Lighting
  • Rigging
  • Acoustical
  • Other

• Describe Other

• Has SOW been provided to and approved by the subcontractor?

  Yes

  No

• Important!!! This must happen before a sub can be used on this project.

• Has Subcontractor provided a quote?

  Yes

  No

• Important!!! This must happen before a sub can be used on this project.

• Is the quote fixed firm or time and materials?

  Fixed Firm

  Time & Materials

• Important!!! You must get a fixed firm quote before a sub can be used on this project.

• Is the quote in the folder?

  Yes

  No

• Important!!! Place the quote in the project folder.

Presale Needs Analysis/Site Survey Audit Review

Needs Analysis Section

• Document any issues found in the Needs Analysis section of the Audit.

Logistic Section (Switch On Yes, Switch Off No)

• Insurance requirements documented by AM?

  Yes

  No

• This will need to be reviewed with customer during external kickoff

• Security clearance requirements documented by AM?

  Yes

  No

• This will need to be reviewed with customer during external kickoff

• Work hour requirements documented by AM?

  Yes

  No

• This will need to be reviewed with customer during external kickoff

• Elevator/Lift availability documented by AM?

  Yes

  No

• This will need to be reviewed with customer during external kickoff

• Parking logistics documented by AM?

  Yes

  No

• This will need to be reviewed with customer during external kickoff

• Availability of loading dock documented by AM?

  Yes

  No

• This will need to be reviewed with customer during external kickoff

• Availability of onsite storage documented by AM?

  Yes

  No

• This will need to be reviewed with customer during external kickoff

• Permitting requirements documented by AM?

  Yes

  No

• This will need to be reviewed with customer during external kickoff

• Union labor requirements documented by AM?

  Yes

  No

  N/A

• This will need to be reviewed with customer during external kickoff

• Document any additional logistical issues.

Site Survey Section

• Is this project new construction?

  Yes

  No

• Document if any issues that are found in the site survey section of the Needs Analysis report

• No input needed.

Project Review General Notes, Issues or Concerns

• General Notes, Issues or Concerns Not Covered Above

Customer Kickoff Meeting Details

• Date of Customer Kickoff Meeting

  Date

• Select Meeting Forum

  Phone Call

  WebEx

  Onsite Meeting

Scope Review with Client

• Is customer in agreement with the scope of work after the full review?

  Yes

  No

• Describe any issues or descrepincies with the customer's interpretation of the SOW

Identify External Stakeholders

Add Stakeholder

• Does the stakeholder have a businees card?

  Yes

  No

• Take picture of business card here.

  Media

• Stakeholders Authority (Select all that apply)

  Select Scope Cost Schedule

  • Scope
  • Cost
  • Schedule

• Reports and documents stakeholder is to receive (Select all that apply)

  Select Weekly Reports RFI's Delay Notification Training Sign-Off

  • Weekly Reports
  • RFI's
  • Delay Notification
  • Training
  • Sign-Off

• Name

• Company

• Role

• Phone

• Email Address

• Stakeholders Authority (Select all that apply)

  Select Scope Cost Schedule

  • Scope
  • Cost
  • Schedule

• Reports and documents stakeholder is to receive (Select all that apply)

  Select Weekly Reports RFI's Delay Notification Training Sign-Off

  • Weekly Reports
  • RFI's
  • Delay Notification
  • Training
  • Sign-Off

Review Other Trade Schedules

• Electrical work required on this project?

  Yes

  No

• Select to Add Area/Floor/Room

Electrical Schedule Details

• Area?

• Electrical Work Start Date

  Date

• Electrical Work Completion Date

  Date

• Finish work required on this project?

  Yes

  No

• Select to Add Area/Floor/Room

Electrical Schedule Details

• Area?

• Finish Work Start Date

  Date

• Finish Work Completion Date

  Date

• Data & Telecom required on this project?

  Yes

  No

• Select to Add Area/Floor/Room

Electrical Schedule Details

• Area?

• Data & Telecom Work Start Date

  Date

• Data & Telecom Work Completion Date

  Date

• Furniture delivery required on this project?

  Yes

  No

• Select to Add Area/Floor/Room

Electrical Schedule Details

• Area?

• Furniture Delivery Start Date

  Date

• Furniture Delivery Completion Date

  Date

• Structural work required on this project?

  Yes

  No

• Select to Add Area/Floor/Room

Electrical Schedule Details

• Area?

• Structural Work Start Date

  Date

• Structural Work Completion Date

  Date

Review AV Schedule

• Client's Requested Overall Project Completion Date

  Date

• Add A/V Integration Area

AV Integration Schedule Details

• Area/Floor/Room?

• A/V Integration Start Date

  Date

• A/V Integration Completion Date

  Date

• Reviewed with and agreed to by client? (If no, what is the client's required date?)

  Yes

  No

• What is the clients's required date for this area?

  Date

Site Logistics

• Review & document any site requirements & logistic items that were not documented by the AM on the Presale Needs Analysis report.