What’s New in School Construction? Presented by: Jay Harris, John Brown, Luke Deets, Brian Johanning, Rob Pitkin Saturday, October 7th 3:40PM - 4:30PM

Brian Johanning, MBA, DBIA Jay Harris Rob Pitkin John Brown, AIA, DBIA Hollis + Miller Architects Luke Deets McCownGordon Construction Brian Johanning, MBA, DBIA Shafer, Kline & Warren Jay Harris Platte County School District Rob Pitkin Horn, Aylward and Bandy, LLC

4 approved methods of construction Design - Bid - Build (General Contractor (GC)) Construction Management “Agency” Construction Management “At Risk” Design-Build

Missouri Legislative Update 2017 2016 HB 2376 / Phase I Evaluation Points assigned in phase I of the evaluation process shall not carry forward to phase II of the process. All qualified design-builders shall be ranked on points given in phases II and III only.

Missouri Legislative Update 2017 2016 HB 2376 / Phase II Evaluation Up to twenty percent of the points awarded to each design-builder in phase II may be based on each design-builder's qualifications and ability to design, contract, and deliver the project on time and within the budget of the political subdivision; The submitted designs shall be evaluated and assigned points in accordance with the requirements of the request for proposal. Phase II shall account for not less than forty percent of the total point score as specified in the request for proposal.

Missouri Legislative Update 2017 2016 HB 2376 / Phase III Evaluation Phase III shall account for not less than forty percent of the total point score as specified in the request for proposal Cost proposals shall be evaluated in accordance with the requirements of the request for proposal. In evaluating the cost proposals, the lowest responsive bidder shall be awarded the total number of points assigned to be awarded in phase III. For all other bidders, cost points shall be calculated by reducing the maximum points available in phase III by one percent or more for each percentage point by which the bidder exceeds the lowest bid and the points assigned shall be added to the points assigned for phase II for each design-builder;

Missouri Legislative Update 2017 2016 HB 2376 / Threshold Definitions Civil works projects, such as roads, streets, bridges, utilities, water supply projects, water plants, wastewater plants, water distribution and wastewater conveyance facilities, airport runways and taxiways, storm drainage and flood control projects, or transit projects (b) Non-civil works projects, such as buildings, site improvements, and other structures, habitable or not, commonly designed by architects in excess of seven million dollars;

Missouri Legislative Update 2017 2016 HB 2376 3. A design criteria consultant shall be employed or retained by the political subdivision to assist in preparation of the request for proposal, perform periodic site visits, prepare progress reports, review and approve progress and final pay applications of the design-builder, review shop drawings and submissions, provide input in disputes, help interpret the construction documents, perform inspections upon substantial and final completion, assist in warranty inspections, and provide any other professional service assisting with the project administration. The design criteria consultant may also evaluate construction as to the adherence of the design criteria. The consultant shall be selected and its contract negotiated in compliance with sections 8.285 to 8.291 unless the consultant is a direct employee of the political subdivision.

Missouri Legislative Update 2017 2016 HB2376 / Stipend 15. As an inducement to qualified design-builders, the political subdivision shall pay a reasonable stipend, the amount of which shall be established in the request for proposal, to each prequalified design-builder whose proposal is responsive but not accepted. Such stipend shall be no less than one-half of one percent of the total project budget. Upon payment of the stipend to any unsuccessful design-builder, the political subdivision shall acquire a nonexclusive right to use the design submitted by the design-builder, and the design-builder shall have no further liability for the use of the design by the political subdivision in any manner. If the design-builder desires to retain all rights and interest in the design proposed, the design-builder shall forfeit the stipend.

Missouri Legislative Update 2017 2016 HB 2376 / Sunset 20. The authority to use design-build and design-build contracts provided under this section shall expire September 1, 2025

Missouri Legislative Update 2017 CM@Risk in HB 2376 Two step selection process: Step1: qualifications Step 2: additional information plus fees and general conditions Best Value selection Maximum 60% on price (no minimum), Public ‘Rip/Read’ Minimum 40% Quals Shall interview 2

Missouri Legislative Update 2017 CM@Risk in HB 2376 (Cont.) Threshold for use: $2m for civil works; $3m for all other projects CM@R may self-perform if it submits bids in same sealed proposal as other trades Sealed trade bids publicly opened

4 approved methods of Construction Design - Bid - Build CMa CMr Design-Build

1 General Contractor A system of contracting by which an architect prepares drawings, competitive bids are received and a construction contract is awarded. School District General Contractor Sub Design Team

ADVANTAGES: General Contractor 1 ADVANTAGES: General Contractor ✔ Generally a lower cost per square foot Most recognized delivery method Single point construction responsibility Allows more local GC’s to submit a bid Less monthly paperwork for the District

DISADVANTAGES: General Contractor 1 DISADVANTAGES: General Contractor ✗ No contractor design phase input Difficult to control who bids the work Subcontractors can be difficult More site observation required Could be more change orders

Construction Management “Agency” 3 Construction Management “Agency” A system involving the contractor (CM – Agency) during the program planning stage, under a separate contract from the architect, allowing for significant input on the project. School District Design Team Construction Manager Sub

ADVANTAGES: CM – Agency 3 ADVANTAGES: CM – Agency ✔ Qualification based selection CM is a member of the School District Team Bid packages allow for more local participation Generally better on follow-up issues

DISADVANTAGES: CM – Agency 3 DISADVANTAGES: CM – Agency ✗ Possible higher construction costs Large number of construction contracts (CM cannot self perform work) Potential “Scope Gaps” CM may not really be a Construction Manager

Construction Management “At Risk” 2 Construction Management “At Risk” School District Construction Manager Sub A system involving the contractor (CM – At Risk) during the program planning stage, under a separate contract from the architect, allowing for significant input on the project. Design Team

ADVANTAGES: CM – At Risk 2 ADVANTAGES: CM – At Risk ✔ Qualification based selection Early and frequent cost input from CM CM is a member of the School District Team Normally fewer change orders Fewer design/construction issues Value engineering early in the process

DISADVANTAGES: CM – At Risk 2 DISADVANTAGES: CM – At Risk ✗ Possible higher construction costs CM / AE roles must be well defined early in the project

Integrated Design-Build Team 4 Design-Build Owner Integrated Design-Build Team Design-Build drives the integration of design, engineering and construction processes. There is one contract for design and construction.

ADVANTAGES: Design-Build 4 ADVANTAGES: Design-Build ✔ Single point of responsibility Potential Cost Savings Earlier Project Completion Owner involvement Earlier Cost Visibility

DISADVANTAGES: Design-Build 4 DISADVANTAGES: Design-Build ✗ Need for earlier requirement definition Subcontractor Compliancy

Overall delivery comparison GC CMa CMr DB Qualifications based selection ✗ ✔ Provides preconstruction services Owner holds one construction contract Single source responsibility Allows for phased “Fast Tracking” Checks + Balances project approach Earliest known project pricing GC CMa CMr DB Qualifications based selection ✗ ✔ Provides preconstruction services Owner holds one construction contract Single source responsibility Allows for phased “Fast Tracking” Checks + Balances project approach Earliest known project pricing Subcontractor review process GC CMa CMr DB Qualifications based selection ✗ ✔ Provides preconstruction services Owner holds one construction contract Single source responsibility Allows for phased “Fast Tracking” Checks + Balances project approach Earliest known project pricing Subcontractor review process Single source for project bonding Stretches District dollars ✔✔ ✔✔✔ GC CMa CMr DB Qualifications based selection ✗ ✔ Provides preconstruction services Owner holds one construction contract Single source responsibility Allows for phased “Fast Tracking” Checks + Balances project approach GC CMa CMr DB Qualifications based selection ✗ ✔ Provides preconstruction services Owner holds one construction contract Single source responsibility Allows for phased “Fast Tracking” Checks + Balances project approach Earliest known project pricing Subcontractor review process Single source for project bonding GC CMa CMr DB Qualifications based selection ✗ ✔ Provides preconstruction services Owner holds one construction contract Single source responsibility GC CMa CMr DB Qualifications based selection ✗ ✔ GC CMa CMr DB Qualifications based selection ✗ ✔ Provides preconstruction services GC CMa CMr DB Qualifications based selection ✗ ✔ Provides preconstruction services Owner holds one construction contract GC CMa CMr DB GC CMa CMr DB Qualifications based selection ✗ ✔ Provides preconstruction services Owner holds one construction contract Single source responsibility Allows for phased “Fast Tracking”

Design-Build for Schools 250,000 SF High School 10 buildings Stadium seating, and other site developments Owner: Catholic Diocese of San Diego in Carmel Valley

Design-Build for Schools T. C. Williams High School Alexandria, VA LEED Gold: 3-Story 462,000 SF school + 143,000 SF garage DBIA National Winner 2009

Design-Build for Schools Episcopal High School Jacksonville, Florida 31,500 SF Design-Build Facility 650-Seat performing arts auditorium Offices, rehearsal rooms, set shop and professional stage

Design-Build for Schools Pleasant City Elementary School West Palm Beach, Florida 70,000 SF Design-Build 490-student elementary school Designed and constructed in 12 months

Panel Discussion

Thank You! Platte County R-3 School District 816.858.5420 www.plattecountyschooldistrict.com Horn, Alyward and Bandy, LLC 816. 421. 0700 www.hab-law.com Hollis + Miller Architects 816.442.7700 www.hollisandmiller.com McCownGordon Construction 816.960.1111 www.mccowngordon.com Shafer, Kline & Warren 816.756.0444 www.skw-inc.com