Managing Multiple Submittal Packages – How to Develop Flexible Strategies
Early Release Packages, Incremental Submittals, Design Assist, Design-Build … How can design teams accomplish these different types of deliverables efficiently? Join this session to see multiple case studies about developing workflows in Revit and communicating strategies and expectations to guide teams through accomplishing each deliverable component.
1. Create flexible project guidelines that will help teams respond to changes in design scope, budgets, schedules, and construction sequencing
2. Strategically manage sheet numbering, titleblocks, revisions, element visibility and browser organization in Revit
3. Develop processes for quality assurance when issuing multiple packages from a single Revit project
4. Work with the contractor’s team to communicate requirements and negotiate solutions
Early Release Packages (ERP), also called incremental submittals, are used to decrease the length of a construction project by allowing the contractor to begin a portion of the project early. This method may also enable a client to efficiently use grant money or take advantage of funding cycles. When a project requires early release packages part of the project will be permitted and under construction while the remainder is still in design. A typical early release sequence might include an initial package of site preparation including demolition, rough grading and utility work. This would be followed by a package with the foundation and structure documentation, and then a final package that includes the building envelope and interior fit-out. This presentation will cover processes used in a number of projects, lessons learned, and best practices developed.
The first step in defining guidelines is identifying the anticipated scope of the project and possible challenges. Next, strategies need to be developed to accomplish the goals that have been defined. The design and construction teams need to be on board with the methods selected, and the outcome tailored to meet the requirements of regulatory agencies.
Managing a project requiring multiple packages presents the design team with unique obstacles, as issued sheets need to be maintained and revisions tracked while the rest of the project is completed. Supporting this process in Revit requires several strategies to manage sheet numbering, project browser organization, titleblocks and schedules. Establishing methods to review filters, model elements and views for quality assurance is an important step in delivering the sequence of expected outcomes. Use of Autodesk Construction Cloud facilitates review and sharing throughout the life of the project.
Case studies include learned experiences from early release packages for a wellness center, complicated phased timelines for education projects, and various design-assist and/or design-build plus associated virtual design coordination (VDC) experiences for healthcare projects. We will also share ways to apply these lessons to future projects, including adapting to similar multiple deliverables, such as campus projects and multiple small remodels issued from the same Revit project. Learn about strategies that worked well, ones that became problematic later, and the potential resolutions.
Through conversations between the co-presenters, learn how to develop a strategy and flexible guidelines to help teams respond and adjust to unexpected shifts and changes as the project progresses. We encourage joining follow-up discussions to continue these conversations with the audience after the presentation.