MCP Sales Process

MCP Lot | Custom Plan

Prospecting/Sales

  • New Home Consultant (NHC) meets Prospect to determine home needs
  • Complete McDonald Exploratory Information Form
    • Click HERE to download
  • NHC enters Prospect in Buildertrend as New Lead Opportunity
    • Click HERE to for Instructions on HOW to enter a New Lead Opportunity in Buildertrend
    • Click HERE to enter Prospect as a New Lead Opportunity
  • Review Included Features one-pager
    • Click HERE to download
  • Review prospects Desired vs Required of the home
  • Establish budget
  • NHC determines what option below will meet the prospects needs and budget.
    • OPTION 1: If Prospect selects a Signature or Monogram Plan
      • NHC will redline the desired changes on this plan
    • OPTION 2: If Prospect selects one of the existing Custom Plans
      • NHC Redline the desired Custom Plan from the Black Book
    • OPTION 3: If Prospect’s home design is NOT available, Custom Design process will be required
  • Talk about their financing (Cash or Construction Loan)
  • NHC reviews available home sites with prospect
    Click HERE to download the MCP Marketing Plats (Neighborhoods)
  • NHC and Customer walk lots to decide on lot selection and verify building pad and site-specific limitations on grading plan.
  • If Customer requires a custom design, NHC completes Custom Options/Bid Submittal Checklist. Click HERE
  • Please include the following in your Bid Submittal to Executive Vice President (EVP)
    • 1.) Signed Designed Deposit Agreement and check for $10,000
    • 2.) Redlined corresponding plan
    • 3.) NHC completed Custom Options/Bid Submittal Checklist
    • 4.) Exhibit C (if applicable)
      • If a Prospect selects a Signature of Monogram Plan
    • 5.) NHC contacts Director of Construction to verify lot limitations and structural needs and proposed house placement within building pad.
    • 6.) Include ANY INSPIRATION PAGES, LINKS, SPECIAL REQUESTS, GREEN/STRUCTURAL FEATURES, etc.

  • Design Deposit is required with Custom Option request
    • Click HERE for Design Deposit Agreement – McDonald Owned Lot
    • Click HERE for Design Deposit Agreement Checklist

Follow these instructions:

  • NHC downloads and completes Customer Info Sheet Click HERE
  • NHC downloads and completes the Design Deposit Checklist Click HERE
  • A Broker Agency Relationship in Real-Estate Disclosure
    • Here is an example of the Broker Agency Relationship in Real-Estate Disclosure Click HERE
  • NHC downloads and has prospect sign the Design Deposit Agreement- McDonald Owned Lot Click HERE
  • NHC forwards the Design Deposit Agreement Package with the $10,000 non-refundable check to Office Manager (OM)
  • Office Manager gives the Design Deposit Agreement Package to Executive Vice President (EVP) and President for review and signatures
  • OM scans and sends signed Design Deposit Agreement Package to NHC
  • NHC sends signed copies to Customer
  • Office Manager gives the Deposit check and signed DDA Package to Controller
  • Office Manager converts Customer from Lead Opportunities to Job in Buildertrend under the correct Pre-Conn Template. For more information, refer to the Buildertrend Guidebook, Click HERE
  • Office Manager creates a Job File in Sharepoint for Customers not under contract.
  • EVP schedules a meeting with President to review the determined path of design process.
  • EVP reaches out to NHC to schedule a meeting with EVP or President and Prospect discuss their custom plan and Bid Submittal Package.
  • EVP or President meets with the Arch Department to determine who will manage the custom design.
  • The Arc designer who will be managing this design, will create the floor plan concept in Chief Arc or Revitt.
  • When floor plan is completed, the Arc Designer presents the plan to EVP, President and NHC for review.
  • EVP, President and NHC will review the floor plan concept and provide any feedback.
  • Then the Arc Designer will make the changes from the review and the NHC will schedule a time with the Customer and EVP or President to present the floor plan concept.

NHC + EVP/PRESIDENT + CUSTOMER MEETING #1:

1.) NHC and EVP/President presents the floor plan concept to Customer (via Zoom or in-person)

2.) During that meeting, summarize any feedback/changes that the customer would like to make to the floor plan concept.

3.) NHC summarizes the information via email and redlines the floor plan concept and forwards to Arc Designer and copies EVP and President.

4.) Arc Designer updates the floor plan concept from the redlines provided.

5.) Arc Designer forwards the updated floor plan concept to NHC, EVP and President to review and provide any feedback or required revisions before presenting to customer.

6.) NHC schedules Meeting #2 with Customer, EVP or President to present updated floor plan concept for approval.

7.) NHC forwards the approved floor plan to Arc Designer, EVP and President along with any exterior inspiration images.

ELEVATION DESIGN MEETING

1.) Arc Designer will create the black and white exterior elevation for the floor plan.

2.) Arc Designer presents the exterior elevation concept to NHC, EVP and President.

3.) NHC, EVP, President and Arc Designer will redline any changes to the elevation concept.

4.) Arc Designer makes the changes from the meeting to the elevation concept and forwards to NHC, EVP and President.

5.) NHC schedules Meeting #3 to present elevation concept to customer and includes EVP or President (via Zoom or in-person).

6.) During that meeting, NHC summarizes any feedback/changes that the customer would like to make to the elevation concept.

7.) NHC summarizes the information via email and redlines the elevation concept and forwards to Arc Designer and copies EVP and President.

8.) Arc Designer updates the elevation concept from the redlines provided.

5.) Arc Designer forwards the updated elevation concept to NHC, EVP and President to review and provide any feedback or required revisions before presenting to customer.

6.) NHC schedules Meeting #4 with Customer, EVP or President to present updated elevation for approval.

7.) Once Customer approves the elevation, NHC notifies the Arc Designer, EVP and President to proceed with the Bid Set Plan.

BID SET PLAN

1.) Arc Designer will create a Bid Set Plan

2.) While the Arc Designer is creating the Bid Set Plan, the NHC begins to assemble the Exhibit C for base pricing and options.

3.) Once the Bid Set Plan is completed, the Arc Designer will send it to the NHC, EVP and President.

4.) NHC completes the Exhibit C and Bid Set Plan and updates the Bid Submittal Package for pricing.

5.) NHC schedules a meeting with the Pricing Manager to review the Exhibit C Plan and Bid Submittal Package.

6.) The Pricing Manager and NHC will note any changes or updates they would like to see on the plan or Exhibit C before releasing for bid.

7.) NHC updates the Exhibit C and the Arc Designer updates the plan and forwards to Pricing Manager to prepare for bidding.

8.) In the meantime, the NHC will notify the Director of Construction to order the house placement and survey.

Pricing

  • Pricing Manager will assemble bid package will release Custom Bid Pricing to trades via Buildertrend (within 3-5 business days)
  • Pricing will take approx. 3-4 weeks dependent on level of change.
  • NHC schedules and attends Appliance Meeting with Customer with Jim Femrite with All Inc (Contact Info HERE)
  • Jim will then forward the pricing to NHC, Designer and Pricing Manager.
  • ***NHC schedules and attends the “Intro to Selections Meeting” with Designer at the MCP Design studio or Zoom.***
  • NHC reaches out to Director of Construction to review the house placement and schedule a site walk with Customer. (optional)
    • Items of discussion: Tree removal, additional steps/risers, excavation or dirt, driveway length or utilities, retaining walls and well/septic and rain gardens (if needed).
  • NHC and Director of Construction will notify Pricing Manager with any additional site-specific costs to include in bid pricing.
  • NHC will forward the approved Appliance Selections to Pricing Manager and Designer to include in bid.
    • Appliance Selections should be completed within 10 days of Bid-Submittal
  • Pricing Manager releases the bid to trade partners and will complete bid withing 3-4 weeks (depending on complexity and amount of options that are included in the bid)
  • The Pricing Manager and President complete the internal bid review.
  • Once price is ready, Pricing Manager will forward the updated Exhibit C with the Custom Option Pricing to the NHC and copies President and EVP.
  • NHC assembles the Bid Presentation.
    • Click HERE for Bid Presentation Template ***
  • NHC presents the Bid Presentation Package to Exhibit C and Option Pricing, House Placement, the Floor Plan and Renderings to the Customer
  • The Customer reviews the Bid Presentation Package and notifies the NHC of any changes or revisions and options they would like to be included:
    • Then NHC updates the Exhibit C, Plan or Both and sends to Pricing Manager to complete additional pricing and copies EVP and President.

  • IF A PLAN REVISION IS NEEDED- FOLLOW THESE STEPS:
    • Depending on the level of change, Pricing Manager, EVP or President will meet with Arc Department to have plan updated.
    • When plan revision is complete, the Arc Department will forward the design to the NHC.
    • NHC will forward the design to customer for approval, before going to pricing.
    • Once approved by Customer, NHC will forward approved plan to Pricing Manager.

  • Pricing Manager will reach out to NHC and EVP to communicate when pricing can be completed.
  • NHC updates customer on Pricing status and timing.
  • When pricing is complete, the NHC presents the updated Exhibit C pricing to Customer.
  • NHC needs to submit the plan and exterior colors to ARC for approval for the community (if applicable) by contract signing.

Contract

  • The NHC finalizes the plan, options, & pricing proposal- Exhibit C with the Customer.
    • NOTE: NHC strikes through any options the Customer does NOT select in the Exhibit C.
  • NHC collects earnest Money 10% of Total Package made payable to McDonald Construction Partners LLC
  • NHC assembles Construction Contract Package
    • Construction Contract Checklist -McDonald Owned Lot Click HERE
    • Vacant Land Purchase Agreement Click HERE
    • Addendum Vacant Land Purchase Agreement Click HERE
    • Agency Relationships Disclosure Click HERE
    • Construction Contract – McDonald Owned Lot Click HERE
  • **VERIFY THE CONSTRUCTION CONTRACT IS MOST RECENT** Reach out to EVP for questions.
    • Exhibit B: House Plans. Have customer sign the front page and initial the remaining pages.
    • Exhibit B: NHC strikes through any options shown on the plan that the Customer did NOT approve or accept.
    • Exhibit B: NHC circle or note any options shown on the plan that the Customer DID approve.
    • Exhibit B: House placement and survey signed by Customer.
    • Exhibit C: NHC will update the date to date of contract
    • Exhibit C: NHC has Customer initial all pages and signs and dates the final page with final purchase price.
    • Exhibit E- Minnesota Statutory Warranties Click HERE
      • Have customer initial cover page
    • Exhibit F- BAM Performance Guidelines Click HERE
      • Have customer initial cover page
        • Be sure to complete pages 32-33
  • Customer signs the Vacant Land Purchase Agreement as Buyer
  • NHC circles LOT on Neighborhood Marketing Plat and have Customer sign and include in Contract.
    • Dunkirk – Click HERE
    • Ensconced Woods/Carlson Bluffs – Click HERE
    • Hampton Hills – Click HERE
    • Johnson Ridge – Click HERE
    • Shorewood Meadow – Click HERE
    • Three Oaks – Click HERE
    • Twin Pine Fields – Click HERE
    • Purgatory Creek Estates – Click HERE
  • Customer signs Construction Contract
  • NHC submits the signed
    • Vacant Land Purchase Agreement and Construction Contract Package, Checklist and 10% Earnest money to Office Manager (OM)
  • OM reviews contract and forwards to EVP for review and approval.
  • OM forwards Exhibit B and C to Pricing Mgr. for reconciliation and approval.
  • OM has Director of Construction verify house placement and site-specific costs within 3 business days.
  • Once approved by EVP, Pricing Mgr. and DOC, OM forwards contract to President for signatures.​
    • If there are any contract corrections or price discrepancies the NHC must resolve and forward to Office Manager before the President signs the contract.​
  • Once President signs final contract package, OM scans and sends signed contract package to NHC, MCP Controller, and Title Company.​
  • NHC sends Next Steps and Introduction to Designer Email with signed contract to Customer Lender, and Customer’s Realtor (if applicable).
    • Click HERE for the Next Steps Email Example
    • Appliance Selections MUST be included in the contract.
    • NOTE: If Appliance Selections are different than the bid pricing schedule a meeting with Jim Femrite from All Inc. to finalize the customers Appliance Selections prior to customer first selection meeting with Designer.
  • OM forwards original contract documents and earnest money check to Controller.​
  • If customer goes straight to contract, OM will create a Job in Buildertrend.
  • Pricing Manager (PM) works on the Reconciliation document and once completed in Pro-Contractor, PM will print the updated pricing and gives it to Controller for the final document to add to the Job File.
  • NHC follows-up to ensure the customer has access to Buildertrend.

Final Plans & Selections

  • The OM forwards the Exhibit B and Exhibit C from the Construction Contract to the Architecture Department to complete the final plan.
  • The Architecture Department reviews the plans and Exhibit C and forwards the completed plans to the NHC to review with Customer within 8 business days.

  • NHC meets Customer to review final plans, redlines any changes (if applicable) and submits the changes as a Change Order in Buildertrend and uploads corresponding redlines as an attachment to the individual change in Buildertrend.
  • Once the Change Order has been entered into Buildertrend, the Pricing Manager will be notified to price the change.
    • Click HERE to download the Change Order Process Document
  • Pricing Manager completes the pricing on the Change Order approximately 1 week dependant on the level of change.
  • Once the price is OK to release/send to customer by the Pricing Manager, the NHC is responsible to send/ release the Change Order to Customer by clicking SEND.  
    • NOTE: it is the NHC’s responsibility to keep checking their Change Orders status to see if they are priced and OK to send/release from Pricing Manager. 
  • Once the Customer has approved the Change Order pricing the NHC, exports the approved Change Orders and redlines the plan and then forwards the redline final plan to the Customer for signature and approval.
  • NHC forwards the signed plan and corresponding Change Orders to Architecture Department to complete the plan.
  • Director of Construction forwards to the Truss Company, Engineer, Heating Calcs and Lumber Company to complete the structural information for the building permit application.
  • The NHC submits the plan to the ARC after exterior colors are finalized (if applicable).
  • Director of Construction orders the final house placement and property survey.

  • Once the Amendment exceeds $10,000, Office Manager will forward the document to EVP.
  • EVP reviews and forwards to NHC for Customer approval and payment.
  • NHC forwards Amendment to Office Manager with check, if applicable
  • Office Manager sends Amendment to President for signature approval.
  • NHC needs to forward the Amendment to Customer, Lender, and Customer’s realtor (if applicable).

  • The Designer contacts the customer to schedule their selection meetings after the Next Steps Email is sent.

    Customer Meeting #1
    The Designer meets the Customer to finalize the exterior selections and has them sign off on exterior finishes (siding, shingles, stone, soffit, fascia, etc.)
    The Designer will also go through fireplace details, cabinet elevations and more. Meeting at MCP Design Studio with Designer.
    If the customer has any inspirational images or Pinterest boards, have the NHC share them with the Designer.
    NHC submits ARC after exterior colors when finalized (if applicable)

    Customer Meeting #2
    Customer meets Designer at the MCP Design Studio to review flooring, plumbing supplier, cabinet maker, and countertops.

    Customer Meeting #3
    Customer meets Designer for closet shelving, mirrors and lighting fixtures.
    (Optional) if Customer prefers to meet with electrician to review electrical plan, NHC needs to schedule and attend meeting.
  • Designer forwards Interior Selection Information to Trades and Pricing Manager for pricing
  • Designer and Pricing Manager complete Selection Pricing within approx. 7 business days
  • Designer meets Customer to approve Selection Pricing and signs offs on the corresponding specifications
  • When lighting selections are approved, NHC needs to schedule and review electrical and low voltage plan with Customer and Low Voltage trade.
  • IMPORTANT: IF Change Orders and Selections need to be included in Construction Financing or Cash Disbursement Closing.
  • The Change Orders must be sent to Lender 3 weeks prior to Construction Loan Closing or Cash Disbursement Closing to be included in appraisal
  • IMPORTANT: IF Change Orders and Selections need to be included in Construction Financing or Cash Disbursement Closing.
  • The Change Orders must be sent to Lender 3 weeks prior to Construction Loan Closing or Cash Disbursement Closing to be included in appraisal

Financing

Financed Buyer

NOTE: 10% Earnest Money previously collected at Construction Contract signing

  • Pricing Manager forwards Sworn Construction Statement to Controller
  • If Customer must include all pricing in loan, all selections and change orders must be made in advance of submitting Sworn Construction statement to Lender
  • NHC forwards Final Plan & amendment pricing to Controller, Lender & Title Company to complete Appraisal
  • If the change order exceeds contract amount and construction had closed, customer must pay for change order amount by check.
  • Appraisal will take approx. 3 weeks to complete
  • When appraisal is complete, NHC contacts Controller, Lender & Title Company to schedule Construction Loan Closing
  • Customer, NHC, Controller, Lender & Joan Young with Premier Title Company meet at MCP office to complete the Construction Loan Closing
  • MCP (typically) collects 1st Draw at Construction Loan closing
  • 1st Draw includes Lot Payoff (MCP-owned lot)

Cash Buyer

NOTE: 10% Earnest Money previously collected at Construction Contract signing

  • Customer provides proof of funds to Controller within 5 days of Construction Contract (?) acceptance. Cash funds must provide 100% coverage of Construction

Lot payoff

$100,000 reserve held at Premier Title

Construction Kickoff

  • Before Kickoff Meeting, Construction Manager verifies Lot Staking
  • NHC schedules Construction Kickoff meeting with Customer and Construction Manager.
  • NHC sends calendar invite to Customer, Construction Manager and copies Marketing Manager
  • NHC completes the Construction Kickoff Meeting Agenda Click HERE and bring to the meeting.
  • NHC forwards Construction Kickoff Meeting Agenda and Final Plan to Customer, Designer and Construction Manager prior to meeting to review within 48 hours of meeting.
  • Customer, NHC and Construction Manager meet at MCP office for meeting
  • The Designer may attend the meeting to review the status of the selections if needed.
  • Marketing Manager takes photo of Customer and MCP Team (if applicable)

    Agenda Items
  • Introductions 
  • Customer Preferred Contact Information 
  • Review the contact sheet from Construction Contract 
  • Address changes require notification to NHC for the title company 
  • Permit Status Update Survey Review & Approval 
  • Rain Gardens (if needed for watershed requirements) 
  • Permit Final Plan Review & Approval 
  • The Customer and /or Builder agree the attached plan preempts all previous plans. 
  • Site Access Waiver and Release of Liability
  • Job Site Safety/Site Visit Overview 
  • Distribute hard hats  
  • Estimated Schedule Overview  
  • Construction Manager Weekly Log & Photo Updates 
  • Communication During Construction is preferred Via BuilderTrend 
  • Escrow Work Overview 
  • Upcoming Meetings for NHC to schedule Electrical/Pre-Drywall Walkthrough Overview 
  • New Home Orientation Overview 
  • Final Reconciliation/Key Handoff Meeting 
  • McDonald will not install buyer supplied products. 
  • All exterior colors are subject to approval by the Architectural Review Committee. 
  • Any changes in the plans or specifications after the buyer has signed off must be approved by both the buyer and the Builder with a change order.  
  • Review Draw Process Overview (estimates): 1st draw – Construction Loan Closing (COMPLETE) 
    • 2nd draw – Framing 
    • 3rd draw – Insulation
    • 4th draw – Painting
    • 5th draw – Mechanical Final 
    • 6th draw – Cabinet/Trim Final 
      Changes and Extra Work. No alterations shall be made in the Contractor’s Work as described in the Contract Documents, except by written change order signed by the Owner and Contractor. 
  • The Construction Manager reviews and redlines any plan changes on the Kickoff House Plan.
  • Customer must sign each page of the Kickoff House Plan.
  • Customer, NHC and Construction sign or initial Construction Kickoff Meeting Agenda.
  • NHC takes photocopies of each redline Kickoff house plan.
  • NHC forwards signed Kickoff Meeting Agenda and attach the photocopies of the Kickoff house plan to Office Manager.
  • Office Manager uploads the Kickoff Meeting Agenda and photocopies of the Kickoff house plan to Sharepoint and Buildertrend. NHC summarizes the Change Orders from the meeting and submits them in Buildertrend.
  • Clarification/No cost items should be noted in Kickoff Meeting Agenda Document with corresponding redline items.
  • Change Orders must be approved by Customer before plan change is made by Architecture Department.
    • Here are the steps: NHC summarizes the approved Buildertrend Change Orders and exports to excel spreadsheet.
    • Attach Change Order excel spreadsheet to the redline Kickoff House Plan and forwards to Architecture Department to update plans for construction.

  • Architecture Department updates any plan revisions from Kickoff Meeting
  • Office Manager or Director of Construction is notified by City that Building Permit Application is approved and ready for pickup
  • Office Manager or DOC requests Controller to process Permit Check
  • Office Manager informs DOC that permit is approved
  • Construction Manager delivers Permit Check & receives Building Permit from City

  • Construction Manager uploads project in Buildertrend using the templated schedule
  • Construction Manager schedules Excavator and any site-related activities

Construction

  • Site Prep
  • Surveying of property
  • Excavation
  • Footings and Foundation Walls
  • Waterproofing
  • Sewer & Water connections
  • Backfill
  • Framing
  • House Wrap
  • Roofing
  • Window and Door Install
  • Plumbing Rough In
  • HVAC Rough In
  • Electrical Rough In
    • New Home Consultant (NHC) to Schedule Electrical Walk with client for second day of electrical rough in.
  • Fireplace Rough In
  • Low Voltage Rough In
  • Insulation
  • Drywall
  • Tile
  • Cabinets
  • Trim
  • Flooring
  • Painting
  • Countertops
  • Stone
  • Backsplash
    • 4.1 Exterior Finish (Happens as weather permits and in parallel with Interior finish and mechanical finals.)
  • Siding, Soffit, Fascia
  • Stone
  • Final Grade
  • Driveway
  • Sidewalks/Patios
  • Landscaping – Includes Sod and Irrigation
  • Closing Date to be confirmed at this stage (Construction Manager to NHC)
  • Plumbing Final (Fixtures Installed)
  • HVAC Final (Mechanicals are Installed)
  • Electrical Final (Fixtures Installed)
  • Low Voltage Final
  • Fireplace Final
  • Glass & Mirrors
  • Shelving
  • Cabinet and Trim Finals
  • Carpet Install
  • Specialty Finishes and/or product installs
  • Construction Manager notifies NHC to schedule New Home Orientation meeting with Customer approx. one week after carpet install.
  • The Construction Manager runs the orientation with support from the NHC as needed.
  • This is a full walk through of the entire house to educate the client on the operations of the home and to document any items that need attention on the Orientation Checklist
    • Click HERE for Orientation Checklist
  • Customer receives instructions on how to submit service requests through Buildertrend.
  • Construction Manager receives Certificate of Occupancy from City and forwards to Controller
  • STEPS FOR FINALIZING RECONCILATION AMENDENDMENT:
  • NHC contacts Title Company to schedule a closing date with Customer, and Controller.
    • Copy EA, President, Construction Manager, Director of Construction, Office Manager and EVP to the calendar invite.
  • NHC contacts the customer to schedule the Orientation, and Final Reconciliation/Closing and send calendar invites. (Copy Construction Manager, Director of Construction, Lender and Controller.)
  • NHC verifies any site-specific items by Amendment or Change Order and forwards to Office Manager to review and verify.
  • Once Office Manager approves, NHC send the final Reconciliation Amendment to customer for approval.
  • Once approved by customer, NHC forwards to Office Manager for Presidents approval.
  • Once President approves, the Office Manager sends the signed Reconciliation Amendment and forwards it the NHC and Controller.
  • The NHC forwards the final Reconciliation Amendment to the Customer and Lender.
  • The Controller creates a final draw and forwards the final draw amount to the Title Company and Lender.
  • NHC schedules with a calendar invite the Pre-Closing Walkthrough with customer and Construction Manager onsite to verify completion of items noted during New Home Orientation.
  • Customer and Construction Manager to initial the Orientation Punch List as completed or open.

Final Closing

Customer Care

Customer Care Manager schedules 60-Day Walkthrough with Customer

  • Customer Care Manager (CCM) meets Customer to review Buildertrend submissions
  • CCM schedules trade partners after walkthroughs

Customer Care Manager schedules 11-Month Walkthrough with Customer

  • CCM schedules 11-Month Walkthrough with Customer
  • CCM meets Customer to review Buildertrend submissions
  • CCM schedules trade partners after walkthroughs