1. Set the CM@Risk Table for Success Pat Prince, Phoenix Union High School District Barry Chasse, Chasse Building Team

2. Know Who You Are as a District Big size District Medium size District Small size District Unified or Elementary Rural or Urban

3. What’s in Your District’s Future? –IMPORTANCE OF MASTERPLAN/GROWTH MAP –Analyze District trends –Plan for now and also long range –What types of projects are coming? New Schools? Renovations? Expansions? School Replacements? Landlocked? Go Vertical? ‘If you fail to make a plan… you plan to fail’

4. District Internal TEAMBUILDING Before you hire… know what you are looking for Key members to seek input –Superintendent –Assistant Superintendents –Business Manager –Facilities Manager –Principals/Site Leaders –IT -Board Members/Community (if you dare)

5. What’s Important to YOUR District How are you unique to other Districts? How will this affect your Bond planning? Some typical areas: Lowest $/square foot Energy efficiency Leading edge designs Latest in technology Accelerated delivery needs Flexibility for future Cost to maintain longterm Aesthetic consistency School equality/consistency

6. Do you have a District Standard? Advantages of a District Standard –Consistency for maintenance crews –Consistency of training for crews –Ability to stock parts/replacement stock –HVAC filter sizing (bulk purchase) –Maintain fewer types – recall –Energy Management System –Ability to have fewer keys

7. How about Operations/Maintenance? Seek input from Maintenance Staff – they know whats involved to operate and maintain Plan for maintenance after warranty Account for staffing & budget needs of the project Think cost to operate Think cost to maintain Energy/Power Consumption Cleaning Water Usage Maintenance Technology Upkeep (landscape) Gas Replacement Cost Building Hours Graffiti Removal Vandalism Concerns

8. So You Have a Project Do you know what’s important on this project? –Budget? –Schedule? –Scope? –Key feature prioritization? –General look and feel? –Operational cost long- term?

9. Delivery Methods for Construction Hard Bid/Competitive Lump Sum Select Bidders List/Competitive Lump Sum CM@Risk Job Order Contracting (JOC) Design/Build Each delivery method has a purpose

10. When You Begin the Hunt ….. You Should Know What You’re Hunting For! Selecting Vendors –Every CM@Risk and Architect have a niche. –It might be under some layers of fluff but it’s there. Dig a little and you will find the true niche for every firm –Important to match firms to projects –Think about ‘rightsizing’ projects to contractors

11. The Hunt Continued….. Look for the best match… not just the flashiest! Who’s in line with YOUR goals? Who’s going to pay attention to your project and treat it with the specialness it deserves?

12. THINGS TO WATCH DURING SELECTION Ask around… Who’s won what? What projects have they recently proposed on that they have a good chance of winning? Evaluate current backlog… Do they have team readily available to perform precon? How many other rfq’s is same team proposed on? Watch completion dates of projects proposed team is on. The Team members proposed will be who you will be working with…

13. NOW YOU’VE GOT YOUR ‘A’ TEAM ASSEMBLED Identify who’s who in the zoo… Key roles and points of contact Who’s authorized to make decisions on scope, budget and schedule on behalf of the District? Who’s NOT authorized? Set meeting schedule Set communication protocol (who is on meeting distribution list)

14. TIME TO ALIGN THE TEAM Kickoff: Vital step to ensure all team members understand the District’s goals

15. What Are the Project Goals? Conduct goal setting charrette with key stakeholders to create, prioritize, and commit to project goals Identify: –‘must have’ goals –‘nice to have’ goals –‘wish list’ goals

16. Project Goals are HUGE! What’s most important? PRIORITIZE Budget? Schedule? Design Award? Cost to Operate/Maintain? Energy Efficiency? Alternative Energy? Environmental Impact?

17. Explain YOUR Expectations Budget: Meet this or else! Schedule: Can’t miss school opening! GMP: Cannot go back to School Board Change Orders: None except returned savings Contingency: What should we carry? Jobsite Conditions: Appearance on occupied site

18. ACCOUNT/TRACK Include BOTH Architect & CM@Risk in crystallizing YOUR expectation/goals on the project – INSIST on TEAMWORK Track progress at EVERY meeting. A running review of YOUR goals/expectations should be on agenda at every project update meeting. “What gets focused on gets done”

19. WHAT REALLY IS THE BUDGET? Watch hidden costs Power Company Design Fees Water Fees, Water Meters Development Fees Streetwork –Add streetlights/traffic signals? Design/Architectural Fees FF&E (who’s buying what? –Furniture/kitchen/playground Permit Fees Adjacent Ways AVOID THE EXTRA $ REQUEST TO THE BOARD

20. WHAT REALLY IS THE SCHEDULE? When must project be completed? When can we start? When are school breaks? Are there special working hours? When are funds available (bond sale?) Is there an Adjacent Ways calendar we need to be concerned with? WATCH DESIGN PHASE & PRECONSTRUCTION PHASE LIKE A HAWK!!! –Lost time in design/precon is expensive to make up by accelerating the actual construction duration

21. Combine the Following Ingredients For Success: Thought/Planning by District Selecting the right Architect & CM@Risk Establish clear goals & objectives Continually stay on track Your place setting should help you enjoy a great meal!!!

22. CM@Risk Baby!! Pat Prince, Phoenix Union High School District 602-764-1615, prince@phoenixunion.org Barry Chasse, Chasse Building Team 602-448-1675, bchasse@chasse.us THANK YOU!!!