MCP Sales Process

MCP Lot | Signature or Monogram 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
  • Talk about their financing
    • Construction Financing share MCP preferred lenders to obtain prequalification
    • Cash
  • NHC reviews available home sites with prospect
    • Click HERE to download the MCP Marketing Plats (Neighborhoods)
  • NHC verifies home meets ARC (Architectural Review Committee) in their specific neighborhood (if applicable)
    • Reminder: do not build the same home with same elevation next door or across the street.
    • Questions: Reach out to Executive Vice President
  • NHC reviews home plans with Prospect
    • Click HERE to access Signature Plans
    • Click HERE to access Monogram Plans
  • Select Elevation & Options
    • Click HERE to access Signature Price Books (Exhibit C)
    • Click HERE to access Monogram Price Books (Exhibit C)
  • NHC will verify house placement and any site-specific cost from Director of Construction
    • Examples: Retaining wall, tree removal, extended driveway and utilities etc.
    • OPTIONAL: Custom Option Request – See Custom Options/Bid Submittal Checklist. Click HERE
      • Design Deposit is required with Custom Option request
        • Click HERE for Design Deposit Agreement – McDonald Owned Lot
        • Click HERE for Design Deposit Agreement Checklist
  • NHC redlines the corresponding plan with Custom Options/Bid Submittal Checklist with the Exhibit C
  • ***If no custom options requested- DO NOT NEED Design Deposit – jump to Pricing 3.0 Customer Pricing Proposal***
  • Custom Option (if applicable) – NHC review Signature CAD Plan with Customer.
  • NHC redlines any changes on the plan.
  • NHC adds Custom Option to Signature Exhibit C
  • NHC completes the Custom Option/Bid Submittal Checklist
  • Custom Option/Bid Submittal Package is completed, NHC attaches:
    • Signature Exhibit C with Custom Options identified from the meeting
    • Redlined Signature Plan with Inspirational images
    • Custom Option/Bid Submittal Checklist and forwards to EVP
  • EVP meets with President and Pricing Manager to determine next steps for pricing and design.
  • Custom Option Design – ARC Department finalizes custom option design and reviews design with EVP, President and Pricing Manager.
  • Once approved, the ARC Department will forward the Custom Option Design to the NHC to share with the customer.
  • Custom Option Design – NHC meets with Customer to present Custom Option Design for approval.
    • If changes are needed: redlines on Custom Option Design Plan and send to ARC Department for final revision and copies President, Pricing Manager and EVP.

Custom Option Design – once approved by Customer, NHC forwards the Custom Design and Exhibit C to Pricing Manager and copies President and EVP.

Pricing Manager will release Custom Option for pricing.

Pricing will take approx. 21 days dependent on level of change.

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.

Pricing

  • NHC presents Pricing Proposal, Exhibit C & Options Pricing (if applicable) to Customer.
  • The Pricing Proposal Includes:
    • House placement ​
    • Elevation​
    • Plan ​
    • Options​
    • Pricing is subject to change until MCP signs contract.
  • IF revisions are needed, NHC makes revisions to the Pricing Proposal (Exhibit C)
  • Customer approves Pricing Proposal (Exhibit C)

Contract

  • The NHC finalizes the plan, options, & pricing proposal- Exhibit C with the Prospect.​
  • 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
      • 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
  • Prospect signs the Vacant Land Purchase Agreement as Buyer and signs Construction Contract Package as Owner.
    • 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
  • 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 standard package, 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.
    • And schedule a meeting with electrician (if applicable)

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.

  • Architecture Department completes final plan
  • Director of Construction submits building permit application with city.

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 EA.
  • 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.
  • 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:

  1. 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.
  2. 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.)
  3. NHC verifies any site-specific items by Amendment or Change Order and forwards to Office Manager to review and verify.
  4. Once Office Manager approves, NHC send the final Reconciliation Amendment to customer for approval.
  5. Once approved by customer, NHC forwards to Office Manager for Presidents approval.
  6. Once President approves, the Office Manager sends the signed Reconciliation Amendment and forwards it the NHC and Controller.
  7. The NHC forwards the final Reconciliation Amendment to the Customer and Lender.
  8. 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.
    • Calendar invite includes Customer, Construction Manager, DOC, Controller, EVP, EA, and Office Manager.
    • Closing Celebration Gift includes Card, Champagne, and Orchid – Ordered by Office Manager
    • Closing picture taken by NHC or EA (optional)
  • Customer and Construction Manager to initial the Orientation Punch List as completed or open.
    • Click HERE to view an example of an Orientation Punch List

Final Closing

Financed Buyer

  • Customer, NHC & Title Company meet at MCP for final funding and paperwork signing.
  • NHC and Controller present keys to new homeowners.

Cash Buyer

  • Customer, NHC & Title Company meet at MCP for final funding and paperwork signing.
  • 10% Final Draw collected.
  • NHC and Controller present keys to new homeowners.

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