The Merlin Way Homeowner’s Experience
1. MEETING MERLIN
- Referral, Website, Direct Mail, Monthly Newsletter, Social Media
- 1st Meeting at Office or at Homeowner’s Property with Principals, Estimator
- 2nd Meeting at Office. Introduce Team, Merlin’s Process & Facilities
- Discuss Budget, Schedule, & Homeowner’s Design Team (DT)
2. PRE-CONSTRUCTION CONTRACT
- Coordinate Weekly Meetings with Homeowner, DT, Subs, to create Plans, a Budget, & Schedule
- Project Manager (PM), Estimator, DT to Review Costs,Options & Selections
- Value Engineer Working Drawings Resulting in Approved Permit Ready Plans
- Provide a Budget & Schedule that Coincides with Approved Plans
- Introduce All Parties to Merlin’s Systems Including Procore
- Solidify a Relationship of Trust
3. LET’S GO
- Sign Agreement that Identifies the Permitted Plans, Budget, Specifications and Schedule
- Identify Superintendent (Super) & Project Manager
- Identify the Systems, Programs & Protocol to be Used During the Homebuilding Process
4. HOMEBUILDING PROCESS (CONSTRUCTION)
- Weekly: Super, PM, Design Team & Others Review Progress, Issues, Changes
- Weekly: “Draw Report” Current Financial Status with Past Cost Details & New Invoices
- Weekly: “Super’s Weekly Update” Pictures, Week’s Progress & Coming Week’s Plan
- Additional Work Authorization (AWA) are Estimated, and Presented
- On-Site Review with Principals, Super, PM, DT & Subs As Needed
- All Communication: Meeting Minutes, New DT Plans, Super Daily Log on Procore
5. COMPLETION / HAND OFF
- Finish All Work & Spotlessly Clean the Home
- Super & Homeowner Inspect Home & Create Punchlist of Open Issues
- Complete Punchlist
- Deliver “Homeowner’s Book” with Warranties & Subs Contact Information
- Return the Following Month to Complete “After Move in” Punchlist
6. ONGOING FUTURE RELATIONSHIP
- Remain Available & Interested in Assisting with Any Home Related Issue
- Provide Manpower, Coordinate Subs and or Share Information as Needed
- Maintain & Have Accessible, Home’s Records, Plans & Communication for Years