1. Construction Manager v. Clerk of the Works? Who are they and Why do we need them?

2. Presenters  Stephen J. Brennan, MBA, CPA School Business Administrator Pinelands Regional School District  He enjoys embarrassing his kids, long sunny walks on the beach but rainy days and Mondays always get him down.  Charles J. Caramanna, PE LEED-AP, Principal & Operations Manager GREYHAWK Construction Managers and Consultants  He is Operations Officer, Principal, a licensed Professional Engineer, LEED Accredited Professional and in Charge of GREYHAWK’s Commissioning Services.  William J. Pappalardo, Project Executive GREYHAWK Construction Managers and Consultants  Immediate Past President Associates Business Members NJASBO. He enjoys wearing cowboy boots and rocking the Casbah.  Andrea Kahn, Member McManimon, Scotland & Baumann, LLC  She is a past President of the New Jersey Association of School Attorneys.

3. The Questions  Are you too busy to manage your capital projects?  Do these services fall under EUS (Extraordinary Unspecified Services)?  Do you finance these services as a professional services contract under your operations budget or under your capital/project budget?  Should you hire a Construction Manager or a Clerk of the Works?

4. The Discussion Steve Brennan  Are you too busy to manage your capital projects?  Budgets  Food Service  Transportation  Board Secretary  BOE Meetings  Maintenance  Operations  Contracts

5. The Discussion Andrea Kahn  Procurement  When should you hire your CM?  Applicability of professional services or EUS exception or competitive contracting (mechanics of EUS exception)  Chapter 271 requirements  Paying for your CM services  Include cost in your project budget  Budget pre-referendum services in capital outlay or from capital reserve  Can fund cost from bond proceeds and reimburse pre- referendum planning costs  Preparation of “Matching Contracts” establishing responsibilities of Board, Architect, CM and Contractors

6. The Discussion Steve Brennan and Andrea Kahn  Do you finance these services as a professional services contract under your operations budget or under your capital/project budget?  Professional services  Attorney  Architect / Engineer  CM / COW  Capital budgets  Operations budgets

7. The Discussion Chaz Caramanna and Bill Pappalardo  Should you hire a Construction Manager or a Clerk of the Works?  Similar services  Project meetings  Monthly reporting  Submittal reviews  Schedule reviews  Change order reviews  Budget reviews  Client interaction

8. The Discussion Chaz Caramanna and Bill Pappalardo  Should you hire a Construction Manager or a Clerk of the Works?  Differing capacities and staffing  Daily field reports  Third party inspections  DCA inspections  In-house staffing support  Grant writer specialists  Roof inspectors  Commissioning agents  Schedulers

9. The Conclusion  What does your project require?  Services required  Building the “Chinese” menu  Level of service  Full-time or Part-time  Procurement of services  RFP / EUS  Budgeting the cost of service  Operations / Capital  What can you manage?

10. Q&A  “Ask me no questions and I will tell you no lies.”  She Stoops to Conquer (1771) Act III  Oliver Goldsmith  Don’t Ask Me No Questions, (1989) Skynyrd’s Innryds  Ronnie Van Zant