Records from design and building firms, on terms you set
Most firms raise contracts with owners, how they price bids and secure locations before anything else. Below is how we deal with each one.
The real path of a project
Design and construction firms keep a long written record of each project, from first drawing to handover:
- Drawing sets and models, with each revision
- Submittals and RFIs between designers and trades
- Change orders and the logs that coordinate them
- Bids and estimates, plus subcontractor comparisons
- Daily site logs and punch lists
Your bid history
How you price work shows up in your estimates. To keep it close, simply keep your estimating files out. In whatever remains, owner, subcontractor, supplier and site names become placeholders, and so do addresses.
Secure and sensitive sites
Projects with security limits on their drawings or site details can be left out entirely. Mark them once, and they stay out of the copy.
Files owned by the building owner
Some models and drawings are the owner's property or carry contract limits. Those can be excluded project by project. Whether any fit within your contracts is a decision for you and counsel. We do not give legal advice about it.
The first step
Ask for the estimate first. Use the short call to say where your project records live and which jobs are off limits. Nothing gets prepared until the list is agreed. Your originals stay put, and you see a sample first before anything is released. You will never be asked for a password.
What buyers get
Buyers get the project records you approved, prepared as a copy. Think of an RFI, the reply, the change it caused and the new revision of the drawing, with placeholders in place of every owner, trade and site. Hundreds of resolved questions of this kind are what make building records useful to AI labs. The live project files your team works from today are never touched, and no one needs access to your project platform at any point.
Questions from principals
Do we give up our drawings or IP?
No. What buyers license is a prepared version of material you approved. Ownership and the files themselves remain yours.
Is there a cost to the firm?
Nothing. It all happens under NDA, free of charge to you.
Could one project stay out?
Yes. You may leave out any single project, client, folder or system.
Find your firm's range
Headcount and time in business decide that. Project type plays no part.
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