Your Presenters Lisa Dal Gallo Dave Kirn Regional Executive/Justice Market Leader Partner, LEED AP

Selecting the Right Project Delivery  Available Delivery Models –Design-Bid-Build –Construction Manager at Risk (CMAR) –Design-Build –P3

DESIGN-BID-BUILD  No early involvement of key team members  Construction Documents complete before advertisement for bids  Separate contracts for design & construction  Must award to lowest bidder

Construction Manager at Risk (CMAR)  Allows for early involvement of CM  CM selected based on lowest bid or best value  Separate contracts for design & construction  CM must be a licensed contractor  Subcontractors awarded based on “process set forth by County”

Design-Build  Allows for early involvement of key project team members  DB team selected based on lump sum or best value  Single contract for design & construction  DB must be a licensed contractor  Can include key consultants and subcontractors as part of design-build team

Project Delivery Method – Market Share

Design Build – Market Size

Design-Bid-Build Program Re-Program Design Re-Design Test Contractor Trade Contractors Architect Consultants Phase Long Delay Effect of Delayed Feedback Design Effort Wasted Design/Project Schedule Extended Options Constrained Upward Drift in Project Cost Feedback Cycle

Design-Bid-Build

Test Design/Builder GC + Architect Consultants & Key Subs Design/Builder Key Subcontractors Test Continuous Cost Data Rapid Estimation (BIM) From Engaged Contractors Feedback in Design-Build Projects

Project Delivery Comparison Integration CM Architect Contractor CM CM or PM CMAR No Possible BIM LEAN CMAR Cost/Schedule Risk Architect (E & O) Lump Sum or GMP CM

Advantages of Design-Build  One stop shop for owner  Increase collaboration & innovation  Increased efficiency  Decreased change orders  Increased sustainability  Eliminates finger pointing between contractor and A/E

Disadvantages  Designers of record and contractor on same team  Prequalification process can extend contract award process  Owner does not pick A/E directly  Criteria/Bridging A/E cannot propose on design-build team

Goals / Reasons For Using Design Build  Value based selection  Selecting a partner –Collaboration –Innovation  Reduced owner risk –Single point of responsibility –Reduction of claims, delays and change orders  Flexibility in process  Performance guarantees

Achieving Your Project Goals  Finding The Right Advisors –Legal Counsel –Project/Construction Manager –Criteria/Bridging Architect

Determining The Right DB Strategy  Strategies available –Best Value –Lump Sum  Design competitions  Stipends –Why pay a stipend –How to determine the amount of the stipend  How far to take the criteria/bridging documents

Develop DB Agreement To Achieve Project Objectives  Deal Point Summary –Project objectives and goals –Compensation –Project management –Communication flow –Change orders –Dispute resolution process –Project charter/teaming agreement

Team Composition Skills –Technical expertise –Problem solving/decision skills –Interpersonal skills Diversity –Experience & knowledge –Creative tension Size (5-9) –Small = efficient = 4 or 5 –Large = creative <=12 –Smallest team necessary Personality –Collaboration (1/3 not collaborative) –Command and control –Firm culture

Team Organization Cross-functional teams  Interdisciplinary –Systems or areas  Discrete whole –Cost, scope and responsibility  Design, construction, cost, schedule, commissioning Duration  Dependent on function  Package work to teams, not teams to work Teams within teams External or internal coordination

Team Agreement  Mission Statement  Value Statement –What is most important to team  Behaviors –Process & strategy  Measurable Goals –Value –Goals –Target –Metric  Communications  Teams –Leadership –Cross-functional

DBE Selection– A Two-Step Process  Step 1 - RFQ/Pre-Qualifications –Process –Establishing requirements –Scoring SOQ’s –Shortlisting (5-6 teams) –Interview proposed teams –Notice to qualified proposers At least 3 and no more than 5

DBE Selection (Continued)  Step 2 – RFP –RFP must be clear and concise –Define the process –Confidential meetings –Evaluation/scoring of proposals Evaluation criteria Weighting of evaluation criteria Criteria compliance –Interviews –Selection –Award

Criteria Compliance Log - Sample

Facilitating Design Process  Basis of Design –Proposal presented to all stakeholders  Program Verification –Owner/stakeholder involvement  Systems Confirmation –Conformance with criteria  Target Value Design Process  “Construction Documents”

Quality Control  Design Quality –Design issues log –Requests for clarification –Requests for information –Design reviews  Construction Quality –Submittal reviews Action Information

Design Issues Log - Sample

Quality Control  Inspection & Testing –Inspector of Record –Testing & Inspection  Start-up & Testing  Punch-list

Commissioning & Acceptance  Commissioning –Compliance with criteria  Beneficial Occupancy  Full Occupancy  Transition Plan  Warranties & Guarantees