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JOB REQUEST FORM
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*
" indicates required fields
General
Created By
*
Your Email
*
CC
Enter N/A if no one needs to be CC’d.
Project Name
*
Owner - Building/Area - Project Type (ex. University of Arkansas - Hillside Auditorium - New Construction)
Project Location
*
City, State
Sub-Opportunity for Turnkey Project
*
Is this request a component of an existing Turnkey project?
Yes
No
Project Service Line
*
Arc Flash/Selective Coordination
ATC Design
BAS/Controls
Benchmarking
BIM
Commissioning
Commodities Management
Connect
Decarbonization
Energy Master Planning
Energy Modeling
Facility Condition Assessment
Fire Protection
Lighting
Measurement & Verification
MEP Design
Monitoring-Based Commissioning
O&M Assessment
O&M Training
Remote Optimization
Retro-Commissioning
Structural
Supply Side Audit
Technology Systems
Turnkey
Utility Rate Solutions
Utility Procurement
Sustainability
Other
Project Prospect Type
Change Order to Existing Project
Fee Proposal
Intercompany
Marketing/RFQ
On-Call
Strategic Pursuit - New Client
If Project Prospect Type is "Change Order," please supply the job number of the original project.
Owner and Client Information
Client Company Name
*
Who are we sending the bills to?
Client Location
City and State
Client Point of Contact
Owner’s Name
Who owns the building? For Owner-Direct Services, this may be the same as the Client. For Design Services, this is typically who the Architect is working for.
Owner’s System
Is the Owner of the building part of a larger system? If so, list it here. If not, type N/A. (ex. St. Vincent's Hospital in Little Rock is part of the CHI System)
Owner or Client Affiliation
*
Ascension
Mercy
Mercy ESP
SSM Health
Tulane University
None of the Above
Tier
Tier 1 - Current IS Customer
Tier 2 - Potential IS Customer
Tier 3 - Ideal ES Customer
Tier 4 - Filler ES Customer
Tier 5 - Not Ideal ES Customer
Project Team Information
Office
*
Birmingham
Denver
Fayetteville
Houston
Little Rock
Nashville
New Orleans
Oklahoma City
Salt Lake City
St. Louis
Tempe
Tucson
Department
*
Commissioning
Design Engineering
Electrical
Energy-as-a-Service
Energy Engineering
Energy Savings Performance Contract (ESPC)
Mechanical
Monitoring-Based Commissioning
Sustainability
Turnkey
Director
*
Jacob Alter
Kyle Bridges
Marcus Brown
Jacob Clark
Paul Consoli
John Dale
Matthew Fritsch
Gregory Garcia
Brent Grimm
Alexander Halloran
Kenneth Hiegel
Ryan Hoff
Timothy Hooge
Diana Husmann
John Kasper
Grant Logan
Adam McElderry
Austin Miller
Craig Phillips
Ben Prinster
Kevin Quapp
Paul Reising
Christopher Sanders
Jeffery Thompson
Nathan Voorhies
Scott Wall
Matthew Wendel
Lead Project Manager
Who is the overall lead project manager responsible for ensuring project success?
Project Information
Project Description
Project Occupancy Type
*
Healthcare
Higher Education
K-12
Government
Commercial
Religious
Estimated Square Footage
Estimated Energy Savings
Does the job relate to construction or capital renewal of significant chilled water and/or steam infrastructure?
*
No
Yes
Does the job include master planning services for utility infrastructure?
*
No
Yes
Does the job contemplate enterprise- or campus-wide retro-commissioning services?
*
No
Yes
Does the job include a facility condition assessment scope?
*
No
Yes
Does the project include a formal written response where we can potentially sell other service lines beyond their requested scope?
*
No
Yes
Fee and Contract Information
Award Probability
*
Percentage chance of booking the project
5%
25%
50%
75%
95%
100%
On-Call Contract Number
If project is being completed under existing on-call contract.
Notes or Directions for Billing
Work Plan
Please save the Work Plan in the Project Files under the Contract-SOW folder.
Accepted file types: jpg, gif, png, pdf, doc, docx, docm, xls, xlsx, xlsm, pst, ost, Max. file size: 50 MB.
Notice to Proceed
Accepted file types: jpg, gif, png, pdf, doc, docx, docm, xls, xlsx, xlsm, pst, ost, Max. file size: 50 MB.
Additional Attachments
Include any additional information about the project.
Drop files here or
Select files
Accepted file types: jpg, gif, png, pdf, doc, docx, docm, xls, xlsx, xlsm, pst, ost, Max. file size: 50 MB.
Fee Basis
*
Fixed
% of MEPFP Construction Cost
% of Total Construction Cost
Hourly
Hourly + GMAX
Other
Total Estimated Fee
*
Total amount of revenue earned by this project upon completion. If fee is an estimate, end in 999 (ex. $23,999).
Total Expenses
*
Non-labor project expenses (subcontractor fees, materials, equipment & travel).
Hidden
Net Service Revenue (NSR)
*
*This field is auto-calculated upon submission of the form (Estimate BTME Revenue at Completion (ERC) - Estimated BTME Non-Labor Expenses)
Estimated Construction Cost
This is mostly for Marketing purposes. In some instances, or for certain service lines, this number may be the same as the fee.
Contract Status
*
Not Started
Draft
Sent
Executed
On-Call
E-mail Agreement
Expenses
*
Inclusive
Exclusive
Expense Markup
Yes
Consultants
Inclusive
Exclusive
Not Applicable
Overall Project Start Date
*
The actual date work on the project is expected start.
MM slash DD slash YYYY
Overall Project End Date
*
Estimated date project will end.
MM slash DD slash YYYY
Phased Project
*
This project has multiple phases.
Yes
No
Phase Breakdown
Design
Billing Phases
Study
Schematic Design
Design Development
Construction Documents
Bidding and Negotiation
Construction Administration
Design Selections
N/A
ATC
BIM
Electrical
Fire Protection
Mechanical
Plumbing
Structural
Technology Systems
Phase Manager
Fee
Start Date
MM slash DD slash YYYY
Stop Date
MM slash DD slash YYYY
Service
Service Selection
N/A
Asset Monetization
Arc Flash/Selective Coordination
BAS/Controls
Benchmarking
Commissioning
Energy Modeling
Measurement & Verification
Monitoring-Based Commissioning
O&M Training
Remote Optimization
Retro-Commissioning
Utility Procurement
O&M Assessment
Phase Manager
Start Date
MM slash DD slash YYYY
Stop Date
MM slash DD slash YYYY
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First Choice
Second Choice
Third Choice
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