How to Prepare your SOP for Real Estate Developer & Contractor
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This document provides an overview of a 2-day workshop on how to prepare standard operating procedures (SOPs) for property development and construction projects. The workshop aims to help professionals in the real estate and construction sectors develop SOPs to successfully manage their projects. It covers topics such as identifying knowledge blocks, creating SOP templates and modules for the different project phases, and using simulation exercises. At the end of the workshop, participants will be able to prepare and compile SOPs covering the entire project lifecycle from initiation to completion.
![WORKSHOP-KEY POINTS;
Why the need for SOP
Why more real estate developers and contractors are adopting SOP instead of
ISO 9000
Benefits of adopting SOP in project implementation
How to prepare your company SOP for your project life-cycle
Using SOP Templates as a DIY [Do It Yourself] Tool
How to implement SOP successfully
SOP as Document control for management review and internal / external audit
How to digitize your SOP documentation to reside in your company IT intranet or
migrate to Cloud platform to enable real time online access, collaboration and
documentation retrieval
All SOP templates are ISO 9000 ready compliant
Workshop enables easy learning with DIY simulation exercise for each SOP
module
3](https://image.slidesharecdn.com/comfori-red-sopseminar-pptbrochurer-140626130901-phpapp01/85/How-to-Prepare-your-SOP-for-Real-Estate-Developer-Contractor-3-320.jpg)
![MODULE 3: CREATING THE SOP FOR K-
BLOCK 1:
Project Initiation, Feasibility & Budget]
covering;
•Organization Chart
•Land acquisition
•Site Visit/ Technical Data Requirements
•Site Investigation Assessment
•Feasibility Study
•Cash Flow Projection
•Budget Cost Code/ Cost Plan
•Budget Summary
•Project/ Product Brief
•Project Fact Sheet
•Master development program/schedule
MODULE 4: CREATING THE SOP FOR K-BLOCK 2:
[Design Management] covering;
•Consultants Appointment
•Design Brief
•Concept / Design Review
•Value Engineering
•Best development option
•Final concept plan
•Agreed design brief
•Zoning/Master Layout plan
•Client/sponsor/management approval
•Schematic / Planning submission plans
•Planning submission to Local Authority
•Detail Building Plans for Building Submission
•Building Plans Review.
•Architectural models and Brochures
•Client/Consultant Meeting Agenda
DAY 1
7](https://image.slidesharecdn.com/comfori-red-sopseminar-pptbrochurer-140626130901-phpapp01/85/How-to-Prepare-your-SOP-for-Real-Estate-Developer-Contractor-7-320.jpg)
![Comfori-RED-SOP seminar-ppt brochure-091012
8
DAY 1
MODULE 5: CREATING THE SOP FOR K-BLOCK 3:
[Statutory Approvals] covering;
•Land conversion approvals
•Sub-division / Land Amalgamation approvals
•Environmental approval
•Planning approvals / Development Order
•Building Plan approvals
•Developers’ License
•Advertisement Permit approvals
•Earthworks approvals
•Structural plans submission
•Sub-structure /Foundation / Piling approvals
•Works Inspection forms
•Authority Technical Departments’ clearances
•Certificate of Completion & Compliance
DAY 2
MODULE 6: CREATING THE SOP FOR K-
BLOCK 4:
[Marketing & Sales] covering;
•Market research
•Marketing Concept
•Marketing & Sales Strategy
•Preliminary Pricing
•Sales Kit
•Advertising & Promotion campaigns
•Final Pricing
•Soft Launch
•Official Launch
•Sales & Purchase Stage Claims](https://image.slidesharecdn.com/comfori-red-sopseminar-pptbrochurer-140626130901-phpapp01/85/How-to-Prepare-your-SOP-for-Real-Estate-Developer-Contractor-8-320.jpg)
![9
MODULE 7: CREATING THE SOP FOR
K-BLOCK 5:
[Contract Documentation & Tender]
covering Tender Procedures for;
•Soil Investigation Tender
•Earthworks tender
•Sub-structure / Piling Tender
•Main Building Works Tender
•M & E Tender
•External Works Tender
•Nominated sub-contractors /
suppliers packages
DAY 2
MODULE 8: CREATING THE SOP FOR K-
BLOCK 6:
[Cost Planning & Control] covering;
•Project Cost Control Unit set-up
•Cost management software
•Approved baseline budget / cost plan
•Progress Claims
•Cost changes / variations
•Cost / Budget Updates
•Variation Order Procedures
•Variation Orders Update
•Final Account Procedures](https://image.slidesharecdn.com/comfori-red-sopseminar-pptbrochurer-140626130901-phpapp01/85/How-to-Prepare-your-SOP-for-Real-Estate-Developer-Contractor-9-320.jpg)
![10
DAY 2
MODULE 9: CREATING THE SOP FOR K-
BLOCK 7:
[Construction Management] covering;
•Site Organization Structure
•Site possession by contractor
•Dilapidation Survey
•Site Kick-off meeting
•Site Meeting Agenda
•Contract Particulars
•Project Team Directory
•Contractor's program/ schedule
•Contractor’s work performance
•Site Instructions
•Project Supervision and Monitoring
•Quality Control/ Site inspection
procedures
•Progress reports
•Crash program
•Contractor's Extension of Time
MODULE 10: CREATING THE SOP FOR K-BLOCK 8:
[Completion/ Handover ] covering;
• Authority Approval and clearances checklist
• Certificate of Completion & Compliance [CCC] Forms
• Purchaser Handover Forms
• Purchaser Keys acceptance
• Handling Purchaser Requests
• Purchaser Handover Process
• Handover of Agreed Defects
• Building Verticality Records
• Building Settlement Records
• Final Inspection Checklist
• Testing & Commissioning Checklist
• Date of Completion Adjustment
• Extension of Time [EOT] Notification
• Handover Checklist
• Certificate of Making Good Defects
• Certificate of Practical Completion [CPC]
• Archives Documentation
• Appointment of Property Mgmt Company](https://image.slidesharecdn.com/comfori-red-sopseminar-pptbrochurer-140626130901-phpapp01/85/How-to-Prepare-your-SOP-for-Real-Estate-Developer-Contractor-10-320.jpg)
![11
DAY 2
MODULE 11: CREATING THE SOP FOR K-BLOCK 9:
[Post-Completion] covering;
• Defects Rectification during Defects Liability Period [DLP]
• Handling Purchaser Defects Complaints
• Defects Analysis Process
• Strata Title Application Process
• Strata Title checklist
• Strata Title Transfer process
• Memorandum of Transfer [MOT] Process
• Post-Handover Management
• Formation of Joint Mgmt Body [JMB]
• House Rules and service charges
• Sinking Funds
• Formation of Mgmt Corporation [MC]
• Annual General Meetings](https://image.slidesharecdn.com/comfori-red-sopseminar-pptbrochurer-140626130901-phpapp01/85/How-to-Prepare-your-SOP-for-Real-Estate-Developer-Contractor-11-320.jpg)
How to Prepare your SOP for Real Estate Developer & Contractor
- 1. HOW TO PREPARE YOUR STANDARD OPERATING PROCEDURES (SOP) for PROPERTY DEVELOPMENT & CONSTRUCTION PROJECTS Comfori-RED-SOP seminar-ppt brochure,r.5+appdx-9-10July14 1 9 & 10 July 2014 Kuala Lumpur
- 2. Comfori-RED-SOP seminar-ppt brochure-091012 WORKSHOP OVERVIEW This Seminar/workshop focuses on providing a practical roadmap for real estate, property development and construction professionals to share and be updated on the application of industry best methodology to prepare the company’s Standard Operating Procedure for the real estate and construction sector. The workshop is structured around the increasing need for Malaysian real estate developers, contractors and their professional staff to embrace knowledge and project management processes within their company to deliver their projects successfully in order to succeed in a highly competitive environment. At the end of the workshop, participants will be able to prepare and compile their Standard Operating Procedure successfully covering project initiation to project completion. 2
- 3. WORKSHOP-KEY POINTS; Why the need for SOP Why more real estate developers and contractors are adopting SOP instead of ISO 9000 Benefits of adopting SOP in project implementation How to prepare your company SOP for your project life-cycle Using SOP Templates as a DIY [Do It Yourself] Tool How to implement SOP successfully SOP as Document control for management review and internal / external audit How to digitize your SOP documentation to reside in your company IT intranet or migrate to Cloud platform to enable real time online access, collaboration and documentation retrieval All SOP templates are ISO 9000 ready compliant Workshop enables easy learning with DIY simulation exercise for each SOP module 3
- 5. 5 The RED–SOP to be compiled to match the 9K (Knowledge) -Blocks The RED K-Blocks - Covers 8 Knowledge Blocks Throughout Project Life Cycle K-KKK K-Block 8 & 9
- 6. Comfori-RED-SOP seminar-ppt brochure-091012 Registration starts at 8.30am; Workshop commences at 9:00am and concludes at 5.00pm with the arrangement of two coffee breaks at 10.30 am and 3.30pm and lunch at 12.30pm. Workshop materials, lunch and refreshment will be provided. DAY 1 MODULE 1: INTRODUCTION: ORGANISING AND PLANNING THE PROPERTY DEVELOPMENT / CONSTRUCTION PROJECT •Introduction to Project Management •Identifying the project stakeholders •Identifying the project objectives/ targets •Identifying the Project Life-cycle •Establishing an effective Organization structure MODULE 2: IDENTIFYING THE PROPERTY DEVELOPMENT KNOWLEDGE (K) BLOCKS •Identifying the knowledge blocks within the property and construction industry •Converting tacit knowledge to explicit knowledge •Compiling the knowledge blocks to a project management manual covering the project life- cycle •Creating the Standard Operating Procedure (SOP) Framework 6
- 7. MODULE 3: CREATING THE SOP FOR K- BLOCK 1: Project Initiation, Feasibility & Budget] covering; •Organization Chart •Land acquisition •Site Visit/ Technical Data Requirements •Site Investigation Assessment •Feasibility Study •Cash Flow Projection •Budget Cost Code/ Cost Plan •Budget Summary •Project/ Product Brief •Project Fact Sheet •Master development program/schedule MODULE 4: CREATING THE SOP FOR K-BLOCK 2: [Design Management] covering; •Consultants Appointment •Design Brief •Concept / Design Review •Value Engineering •Best development option •Final concept plan •Agreed design brief •Zoning/Master Layout plan •Client/sponsor/management approval •Schematic / Planning submission plans •Planning submission to Local Authority •Detail Building Plans for Building Submission •Building Plans Review. •Architectural models and Brochures •Client/Consultant Meeting Agenda DAY 1 7
- 8. Comfori-RED-SOP seminar-ppt brochure-091012 8 DAY 1 MODULE 5: CREATING THE SOP FOR K-BLOCK 3: [Statutory Approvals] covering; •Land conversion approvals •Sub-division / Land Amalgamation approvals •Environmental approval •Planning approvals / Development Order •Building Plan approvals •Developers’ License •Advertisement Permit approvals •Earthworks approvals •Structural plans submission •Sub-structure /Foundation / Piling approvals •Works Inspection forms •Authority Technical Departments’ clearances •Certificate of Completion & Compliance DAY 2 MODULE 6: CREATING THE SOP FOR K- BLOCK 4: [Marketing & Sales] covering; •Market research •Marketing Concept •Marketing & Sales Strategy •Preliminary Pricing •Sales Kit •Advertising & Promotion campaigns •Final Pricing •Soft Launch •Official Launch •Sales & Purchase Stage Claims
- 9. 9 MODULE 7: CREATING THE SOP FOR K-BLOCK 5: [Contract Documentation & Tender] covering Tender Procedures for; •Soil Investigation Tender •Earthworks tender •Sub-structure / Piling Tender •Main Building Works Tender •M & E Tender •External Works Tender •Nominated sub-contractors / suppliers packages DAY 2 MODULE 8: CREATING THE SOP FOR K- BLOCK 6: [Cost Planning & Control] covering; •Project Cost Control Unit set-up •Cost management software •Approved baseline budget / cost plan •Progress Claims •Cost changes / variations •Cost / Budget Updates •Variation Order Procedures •Variation Orders Update •Final Account Procedures
- 10. 10 DAY 2 MODULE 9: CREATING THE SOP FOR K- BLOCK 7: [Construction Management] covering; •Site Organization Structure •Site possession by contractor •Dilapidation Survey •Site Kick-off meeting •Site Meeting Agenda •Contract Particulars •Project Team Directory •Contractor's program/ schedule •Contractor’s work performance •Site Instructions •Project Supervision and Monitoring •Quality Control/ Site inspection procedures •Progress reports •Crash program •Contractor's Extension of Time MODULE 10: CREATING THE SOP FOR K-BLOCK 8: [Completion/ Handover ] covering; • Authority Approval and clearances checklist • Certificate of Completion & Compliance [CCC] Forms • Purchaser Handover Forms • Purchaser Keys acceptance • Handling Purchaser Requests • Purchaser Handover Process • Handover of Agreed Defects • Building Verticality Records • Building Settlement Records • Final Inspection Checklist • Testing & Commissioning Checklist • Date of Completion Adjustment • Extension of Time [EOT] Notification • Handover Checklist • Certificate of Making Good Defects • Certificate of Practical Completion [CPC] • Archives Documentation • Appointment of Property Mgmt Company
- 11. 11 DAY 2 MODULE 11: CREATING THE SOP FOR K-BLOCK 9: [Post-Completion] covering; • Defects Rectification during Defects Liability Period [DLP] • Handling Purchaser Defects Complaints • Defects Analysis Process • Strata Title Application Process • Strata Title checklist • Strata Title Transfer process • Memorandum of Transfer [MOT] Process • Post-Handover Management • Formation of Joint Mgmt Body [JMB] • House Rules and service charges • Sinking Funds • Formation of Mgmt Corporation [MC] • Annual General Meetings
- 12. 12 The RED–SOP comes with standard Templates, flowcharts, checklists, etc
- 14. 14 See SOP-Master INDEX file.>>RED-SOP-Master INDEX(pg1)K-Block1-6,r.2-030313.xls RED–SOP: Exercise SheetTraining comes with simulation exercise
- 15. 15 See SOP-Master INDEX file>>RED-SOP-Master INDEX(pg2)K-Block7-9,r.1-110212.xls RED–SOP: Exercise SheetTraining comes with simulation exercise
- 16. RED-Manual-Main cover pg,r.1 ©Conpex Solutions Sdn Bhd, 2011-2012 Simulation Exercise: Participants preparing SOP Simulation Exercice: Participants preparing flowchart Training comes with simulation exercise
- 17. SPEAKER’S PROFILE Eric CL Gan is an international speaker, trainer and consultant for the real estate industry. An Architect by profession, he is the managing director of CONPEX International Group of companies that provides “one- stop” solution for real estate investment and project management consultancy and training, covering investment portfolio identification, investor matching, project management, property development, construction management, quality management and knowledge management solutions such as RED-Monitor and Project Site Tracker. Eric holds a Bachelor degree in Architecture from the University of Singapore and a Quality Management System Assessment Certificate from the University of Portsmouth, UK. He is a member of the Malaysian Institute of Architects, a National Council member (2000-2010) of the International Real Estate Federation Malaysian Chapter, a member of FIABCI Asia Pacific Regional Secretariat Taskforce Committee and a member of the Malaysia Business Chamber, Vietnam. An industry veteran with over 30 years of experience, Eric had worked as an Architect, Project Manager, Property Manager, Quality Management Systems Manager and General Manager-Property for major corporations in Malaysia and Singapore such as PETRONAS (the National Oil Corporation of Malaysia), the Housing and Development Board (HDB) of Singapore and Sunrise Bhd. He specializes in real estate investment facilitation, project management, construction management, total quality management and had undertaken numerous multi-million dollar property development projects in Singapore, Malaysia, Vietnam and Africa. He was appointed the Special International Investment Consultant and Advisor to the Board Chairman of a township development company in Vietnam. Eric is also an appointed Construction Industry Development Board Malaysia (CIDB) accredited trainer for construction project management and had conducted numerous seminar programs in Malaysia, Vietnam and Thailand. Eric is also the ISO9000 Consultant to some key property development companies in Malaysia. 17
- 18. 18 For course enquiries, Contact: email to [email protected] or join LinkedIn Group: Real Estate Development & Construction Trends http://www.linkedin.com/groups/Real-Estate-Development-Construction-Trends-4167229?gid=4167229&trk=hb_side_g