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Your Presenters. Lisa Dal Gallo. Dave Kirn Regional Executive/Justice Market Leader [email protected] Partner, LEED AP [email protected] Selecting the Right Project Delivery. Available Delivery Models Design-Bid-Build Construction Manager at Risk (CMAR) Design-Build P3.

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Your presenters

Your Presenters

Lisa Dal Gallo

Dave Kirn

Regional Executive/Justice Market Leader

[email protected]

Partner, LEED AP

[email protected]


Selecting the right project delivery

Selecting the Right Project Delivery

  • Available Delivery Models

    • Design-Bid-Build

    • Construction Manager at Risk (CMAR)

    • Design-Build

    • P3


Design bid build

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

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

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

Project Delivery Method – Market Share


Design build market size

Design Build – Market Size


Design bid build1

Feedback Cycle

Contractor

Architect

Consultants

Trade

Contractors

Design

Program

Test

Re-Design

Re-Program

Phase Long Delay

Effect of Delayed Feedback

  • Design Effort Wasted

  • Design/Project Schedule Extended

  • Options Constrained

  • Upward Drift in Project Cost

Design-Bid-Build


Design bid build2

Design-Bid-Build


Your presenters

Design/Builder

Design/Builder

GC + Architect

Consultants

& Key Subs

Test

Test

Test

  • Continuous Cost Data

  • Rapid Estimation (BIM)

  • From Engaged Contractors

Key

Subcontractors

Feedback in Design-Build Projects


Project delivery comparison

Project Delivery Comparison

Integration

Design Bid Build

CMAR

Design Build

Likely

BIM

LEAN

Early

Possible

BIM

LEAN

Involvement

No

Owner

Owner

Owner

Contract

CM

CM

CM

Contractor

DB

Architect

Architect

Contractor

Project

CM or PM

Contractor

CM

D/B Contractor

Management

CM or PM

CMAR

Target Cost

GMPLump Sum

Cost Control

Lump Sum

Lump Sum

or GMP

Generally Lump Sum

GMP for Key Subs

Subs

Lump Sum

Lump Sum

DB Contractor has Cost/Schedule Riskand most liability Risk

Contractor Cost/Schedule RiskArchitect (E & O)

Risk

CMAR Cost/Schedule RiskArchitect (E & O)


Advantages of design build

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

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

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

Achieving Your Project Goals

  • Finding The Right Advisors

    • Legal Counsel

    • Project/Construction Manager

    • Criteria/Bridging Architect


Determining the right db strategy

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 t o achieve p roject objectives

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

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

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

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

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

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

Criteria Compliance Log - Sample


Facilitating design process

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

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

Design Issues Log - Sample


Quality control1

Quality Control

  • Inspection & Testing

    • Inspector of Record

    • Testing & Inspection

  • Start-up & Testing

  • Punch-list


Commissioning acceptance

Commissioning & Acceptance

  • Commissioning

    • Compliance with criteria

  • Beneficial Occupancy

  • Full Occupancy

  • Transition Plan

  • Warranties & Guarantees


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