EXECUTION PLAN.
With CO LAB Solutions, we harness the power of an integrated team to provide tailored design/build solutions that achieve successful project stakeholders, utilizes advanced planning and discovery methods, and leverages cross-disciplinary expertise to deliver innovative, client-focused
2
INITIAL CLIENT KICKOFF MEETING (DAY 1) & FOLLOW-UP ACTIVITIES (DAYS 2-4)
Purpose: Introduce the CO LAB Solutions team, review client programming needs, and understand the client’s Research & Development (R&D) and/or Manufacturing (MFG) processes.
Attendees: Erland Program Development Manager, Architect, MEPFP (Mechanical, Electrical, Plumbing, and Fire Protection) Engineering Team, and Client’s Subject Matter Experts (SMEs) and/or Facility Managers.
Discovery (During the Meeting):
o Use the “Standard Client Process Questionnaire” to gather initial insights.
o Review and understand, at a high level, space programming, including client-specific R&D/ MFG Mechanical, Electrical, and Plumbing requirements.
o Review Hazardous Material Questionnaire and Equipment Matrix forms.
Actions to be Completed & Presented at Next Meeting:
o Erland: Develop initial space program Massing Plans, including (as applicable) core and amenity features (e.g., bathrooms, loading docks, communal areas).
o Client: Complete the Hazardous Material Questionnaire and Equipment Matrix forms.
MASSING
PLANS/TEST
FIT
MEETING (DAY 5) & FOLLOW-UP ACTIVITIES (DAYS 6-8)
Purpose: Gather client feedback on preliminary Massing Plans and review Hazardous Material and Equipment Matrix documentation.
Attendees: Erland Program Development Manager, Architect, MEP-FP Engineering Team, and Client’s SMEs and/or Facility Managers.
Discovery (During the Meeting):
o Review and discuss feedback on the Massing Plans.
o Review completed Hazardous Material Questionnaire and Equipment Matrix forms.
o Discuss space/suite programming to develop initial Test Fit plans, including R&D/ MFG Mechanical, Electrical, and Plumbing requirements.
Actions to be Completed & Presented at Next Meeting:
o Adjust Massing Plans based on client input.
o Generate space/suite-specific Test Fits.
o Develop a summary of client-specific R&D/MFG Mechanical, Electrical, and Plumbing requirements.
3
SUITE-SPECIFIC TEST FITS MEETING (DAY 9) & FOLLOW-UP ACTIVITIES (DAYS 10-12)
Purpose: Review and refine Test Fit designs, incorporating client-specific R&D/MFG requirements. Collaborate with the MEP-FP Engineering Team for comprehensive integration.
Attendees: Erland Program Development Manager, Architect, MEP-FP Engineering Team, and Client’s SMEs and/or Facility Managers.
Discovery (During the Meeting):
o Continue client engagement for iterative feedback on Test Fits.
o Review client-specific R&D/MFG Mechanical, Electrical, and Plumbing requirements.
Actions to be Completed & Presented at Next Meeting:
o Finalize space/suite-specific Test Fit plans based on client feedback.
o Finalize the summary of client-specific R&D/MFG Mechanical, Electrical, and Plumbing requirements.
project outcomes and meet the unique needs of our clients. This is accomplished through a collaborative process that brings together key client-focused results.
FINAL DESIGN/ DOCUMENTATION MEETING (DAY 13) & FOLLOW-UP ACTIVITIES (DAYS 14-25)
Purpose: Present finalized Test Fits and develop the Basis of Design (BOD) documentation.
Attendees: Erland Program Development Manager, Architect, MEP-FP Engineering Team, and Client’s SMEs and Facility Managers.
Discovery (During the Meeting):
o Review final Test Fits, Massing Plans, Equipment Matrix, and Hazardous Material Questionnaire.
o Review final client-specific R&D/ MFG Mechanical, Electrical, and Plumbing requirements.
Actions to be Completed & Presented at Next Meeting:
o Complete architectural Massing Plans and detailed Test Fits.
o Coordinate with MEP-FP, Structural, and Civil teams to produce BOD documents.
o Address any final adjustments to the Hazardous Material Questionnaire and Equipment Matrix.
5 6
BASIS OF DESIGN (BOD) MEETING (DAY 26) & FOLLOW-UP ACTIVITIES (DAYS 27-39)
Purpose: Present the comprehensive BOD, outlining key elements such as Massing Plans, Test Fits, MEP-FP Approach, Life Safety Code Compliance, Structural Strategy, Civil Planning, and Envelope Design.
Attendees: Erland Program
Development Manager, Architect, MEP-FP Engineering Team, and Client’s SMEs and Facility Managers.
Discovery (During the Meeting):
o Review the BOD to ensure all design elements align with the client’s vision and project requirements.
o Revisit final architectural Massing Plans, Test Fits, Hazardous Material Questionnaire, and Equipment Matrix.
Actions to be Completed & Presented at Next Meeting:
o Consolidate all documents into a complete BOD for use in estimating and scheduling.
o Initiate estimating and scheduling to create a clear project pathway.
COST ESTIMATION/ SCHEDULING ACTIVITIES (DAYS 27-39) & MEETING (DAY 40)
Purpose: Develop a detailed project estimate and schedule based on the finalized BOD. Present conceptual pricing and schedule to the client for review.
Attendees: Erland Team and Client.
Discovery (During the Meeting):
o Review Rough Order of Magnitude (ROM)/Conceptual Estimate and project schedule.
Actions to be Completed at the Conclusion of CO LAB Effort (Transmitted Electronically):
o Finalize the BOD, pricing, and schedule, including, if requested by the client:
Spend/Cash Flow Curve
Value Engineering Recommendations
Schedule Acceleration Recommendations
o Provide the client with a Fixed Proposal for Design/Build Services, including design, engineering, and preconstruction services.
CONSTRUCTION MANAGER
DISCOVERY PHASE
• Establish vision/program and standards/performance criteria with the owner and project team.
• Identify available resources and develop preliminary budget and schedule options.
• Facilitate initial project planning and coordination among team members.
• Provide input on feasibility and logistical considerations.
• Assess potential risks and develop preliminary risk management strategies.
• Collaborate closely with Erland to understand the program’s unique requirements.
ARCHITECT
ENGINEER
CONSULTANTS
• Develop initial design concepts and feasibility studies.
• Perform preliminary assessments of site conditions, utilities, and structural requirements.
• Provide early input on systems design (mechanical, electrical, plumbing) to align with project goals.
• Conduct specialized studies (e.g., environmental, sustainability) to inform design considerations.
• Provide insights into regulatory and compliance requirements.
PRECONSTRUCTION & DESIGN PHASE
• Oversee the preconstruction process, ensuring that design and construction plans are aligned.
• Coordinate between design and construction teams to address any potential issues early.
• Ensure that all logistics and resource plans are in place.
CONSTRUCTION PHASE
• Lead the permitting process.
• Manage day-to-day construction activities and ensure adherence to project schedules.
• Coordinate between various teams to resolve issues and maintain progress.
• Monitor project performance, manage budgets, and implement risk management strategies.
• Ensure compliance/safety standards and quality control measures are consistently met onsite.
• Support third-party commissioning/ validation.
• Offer initial constructability reviews and cost estimates.
• Advise on material availability and lead times to optimize project planning.
• Develop detailed design documents, including drawings, specifications, and BIM models.
• Coordinate with Engineers and Consultants to integrate all aspects of the design.
• Finalize the engineering designs for all building systems, ensuring alignment with the overall project objectives.
• Perform energy modeling, structural analysis, and other critical assessments.
• Provide expertise on technical aspects such as lab design, cleanroom requirements, equipment, and compliance with advanced technology/ life science standards.
• Review and validate design against industry best practices and regulations.
• Participate in design development meetings to ensure constructability and cost-effectiveness.
• Develop detailed construction plans, logistics strategies, and refine cost estimates.
• Support the construction process by addressing design-related questions and making necessary adjustments.
• Conduct regular site visits to ensure the project is being built according to the design intent.
• Oversee the installation of systems and ensure they are integrated correctly into the building.
• Perform inspections and quality control checks throughout construction.
• Provide ongoing support for specialized systems and ensure compliance with project requirements.
• Assist with commissioning and validation processes.
• Execute the construction work according to the finalized plans and specifications.
• Coordinate closely with the project team to manage schedules, resources, and site safety.
• Provide feedback for continuous improvement and adapt to any changes in scope or requirements.
