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Your Presenters. Lisa Dal Gallo. Dave Kirn Regional Executive/Justice Market Leader dkirn@kitchell.com. Partner, LEED AP ldalgallo@hansonbridgett.com. Selecting the Right Project Delivery. Available Delivery Models Design-Bid-Build Construction Manager at Risk (CMAR) Design-Build P3.

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    1. Your Presenters Lisa Dal Gallo Dave Kirn Regional Executive/Justice Market Leader dkirn@kitchell.com Partner, LEED AP ldalgallo@hansonbridgett.com

    2. Selecting the Right Project Delivery • Available Delivery Models • Design-Bid-Build • Construction Manager at Risk (CMAR) • Design-Build • P3

    3. 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

    4. 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”

    5. 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

    6. Project Delivery Method – Market Share

    7. Design Build – Market Size

    8. 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

    9. Design-Bid-Build

    10. 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

    11. 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)

    12. 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

    13. 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

    14. 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

    15. Achieving Your Project Goals • Finding The Right Advisors • Legal Counsel • Project/Construction Manager • Criteria/Bridging Architect

    16. 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

    17. 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

    18. 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

    19. 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

    20. 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

    21. 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

    22. 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

    23. Criteria Compliance Log - Sample

    24. 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”

    25. Quality Control • Design Quality • Design issues log • Requests for clarification • Requests for information • Design reviews • Construction Quality • Submittal reviews • Action • Information

    26. Design Issues Log - Sample

    27. Quality Control • Inspection & Testing • Inspector of Record • Testing & Inspection • Start-up & Testing • Punch-list

    28. Commissioning & Acceptance • Commissioning • Compliance with criteria • Beneficial Occupancy • Full Occupancy • Transition Plan • Warranties & Guarantees