Finding the Right Expert:
Design/Construction
Choosing the Right Delivery Method &
Building Your Needs
Presented by:
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
Introductions
Combined Over 150 State of
Delaware K-12 School
Construction Projects
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
Formation of BANDiS
Presentation Topics
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
Construction Delivery Methods
Roles & Responsibilities
Selection Process
Selection Criteria
You Have Your Team, Now What?
Construction Delivery
Methods
Delivery Methods
[dih-liv-uh-ree meth-uhds]
The way in which a district chooses to deliver,
execute & control a construction project
Goal
To select the method that best meets the program
requirements of the project at the best value with the
least impact to the learning process in the school
Project Program
The Objective of the Project
Designing & building space that improves learning
outcomes of students
Improving the functioning of the facility that
improves the quality of the experience for students
& staff
Capacity
PROGRAM DRIVES PROJECTS
Delivery Method Options
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
GC - General Contractor / Design-Bid-Build
CMa - Construction Manager as Advisor
CMc - Construction Manager as Constructor
Other Options
-
Minor Capital Projects
-
Design-Build
District Considerations
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
Internal District Technical Capabilities
Availability of Internal Resources
Contract Administration / Financial Management
Multiple-Year Funding
Project Size & Complexity
Project Schedule Intensity
Current Workload
Not every delivery method is right for every project and
not every project is right for every delivery method.
Delivery Methods
General Contractor (GC)
General Contractor (GC)
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
School District
A/E
GC
Sub Sub Sub Sub Sub Sub Sub Sub Sub
General Contractor (GC)
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
General Contractor (GC)
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
Benefits
Single Source Construction
Accountability
Competitive Bid Process
Lower Administrative Cost
Risks
Limited Control over Contractor Selection
Potential Adversarial Relationship
No Pre-Construction Services
Design Errors & Emissions
Unforeseen Conditions
Single Surety Coverage
Code Compliance
Less Inherent Risk
Value Engineering & Constructability
Conflict Resolution falls on District
Coordination b/w Pre-Construction &
Construction
Delivery Methods
Construction Manager as
Advisor (CMa)
Construction Manager as Advisor
(CMa)
School District
CMa
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
A/E
Sub Sub Sub Sub Sub Sub Sub Sub Sub
Construction Manager as Advisor
(CMa)
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
Construction Manager as Advisor
(CMa)
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
Benefits
Risks
CM Serves as Professional Advisor
& Advocate to District
Increased Administrative Burden
on District
Pre-Construction Services Benefits
Management of Multiple Trade
Contracts
Risk Mitigation
Open Book Cost Reporting
Aligned Relationship between
District, Architect & CM
Continuity b/w
Pre-Construction & Construction
Individual Trade Contractor
Performance & Payment Bonds
Delivery Methods
Construction Manager as
Constructor (CMc)
Construction Manager as
Constructor (CMc)
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
School District
A/E
CMc
Sub Sub Sub Sub Sub Sub Sub Sub Sub
Construction Manager as
Constructor (CMc)
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
B
Construction Manager as
Constructor (CMc)
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
Benefits
Risks
CM Holds all Trade Contracts
Limited control over trade
contractor selection
Less Administrative Burden on District
Pre-Construction Services Benefits
Limited competition due to
bonding requirements
Risk Mitigation
Title 29 Restrictions
Single Performance & Payment Bond
Open Book Cost Reporting
Aligned Relationship between District,
Architect & CM
Selection Process
Selection Process
B
GC or CM Approach
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
DESIGN FIRM SELECTION
Prepare Request
for Qualifications
(RFQ) for Design
Services
Schedule Design
Firm Interviews
2
Weeks
Advertise for
Design Services
3
Weeks
3
Weeks
Conduct Interviews
with Short-Listed
Firms
Receive
2
Qualification
Weeks
Packages from
Responsive Design
Firms
1
Week
Evaluate & Rank
Firms Interviewed
Review, Evaluate
& Rank RFQ
Submissions
Received
2
Weeks
AWARD
A/E
CONTRACT
Selection Process
B
CM Approach
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
CONSTRUCTION MANAGEMENT FIRM SELECTION
Prepare Request
for Qualifications
(RFQ) for CM
Services
Schedule CM
Firm Interviews
2
Weeks
Advertise for CM
Services
3
Weeks
3
Weeks
Conduct
Interviews with
Short-Listed
Firms
Receive
Qualification
Packages from
Responsive CM
Firms
2
Weeks
Evaluate & Rank
Firms Interviewed
Review, Evaluate
& Rank RFQ
Submissions
Received
AWARD
CM
CONTRACT
Selection Process
WHO DO YOU HIRE FIRST?
(CM OR A/E)
SELECTION CRITERIA
Selecting the General
Contractor
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
Q1:Are they Breathing? If yes, move to Question 2.
Q2: Can they get a Bond? If yes, you have a
winner!
Pre-qualification Process can be utilized.
Selecting the Architect
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
Firm Information
Experience w/:
Team Information
Team Members
Delivery Type
Past Performance
Project Type
References
State of DE
Chemistry
Location
Capacity
Selecting the CM
at Risk or Agent
Firm Information
Experience w/:
Team Information
Team Members
Delivery Type
Past Performance
Project Type
References
State of DE
Chemistry
Location
Capacity
Bonding
Financial Statements
YOU HAVE YOUR TEAM - NOW WHAT?
PRE-CONSTRUCTION AND CONSTRUCTION PHASES
Kick it Off Right
Get the Details Right
from the Start
Plan as a Team
Common Goals
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
Pre-Construction Phase
Conduct
Project Planning
Workshop
Establish
Surrounding
Community
Considerations
Governmental
Agency
Coordination
Establish
Project Control
Systems
Project
Scope &
Budget
Validation
Successful Project
Execution
Establish
Information
Management
Systems
Establish
Project
Procurement
Strategy
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
Cost &
Value
Optimization
Risk
Management
Plan
Consideration
of Green Building
Technologies
District Best Practices
Hire a CM as a consultant for CN and referendum
process.
Hire CM before Architect
Consider A Decision Maker in Your Facilities Mgr.
Consider a Buildings & Ground Committee
Monthly Executive Meeting with CM, Architect & Owner
Involve Maintenance Staff Early
Facility Standardization
Green Building Technologies
LEED Certification: Can You Afford it?
Low Cost Options: Recycling/Materials/Low VOC
Architectural Design Elements: Site Selection &
Orientation, Materials and Natural Light
Major Systems: HVAC, Daylight Harvesting,
Energy Management
Balancing Act: Budget/ROI/Image
B
BANDiS
CONSTRUCTION COMPANY
SINCE TODAY
History of BANDiS
Open Discussion
Construction Manager vs.
General Contracting
Pre-Construction Services
GC
CM
1
Establishment of Team Building & Partnering Approach
X
2
Conduct Project Planning Workshop to identify project specific goals &
expectations
X
3
Develop & monitor Project Master Schedule coordinating activities of Owner,
Architect & Construction Manager
X
4
Establish Responsibility Matrix indicating primary & secondary responsibility
for all project related activities
X
5
Prepare Conceptual Cost Estimate (+/- 20% Contingency)
X
6
Prepare Schematic Design Estimate (+/- 15% Contingency)
X
7
Prepare Design Development Estimate (+/- 10% Contingency)
X
Construction Manager vs.
General Contracting
Pre-Construction Services
GC
CM
8
Prepare Contract Documents Estimate (+/- 5% Contingency)
X
9
Conduct Value Engineering analysis providing recommendations on costeffective building components, systems, materials, etc.
X
10
Conduct Constructability analysis providing recommendations on costeffective construction methods
X
11
Develop Site Management Plan coordinating construction related activities
with ongoing Owner operations
X
12
Coordinate preliminary Governmental Agency (State, City, County, etc.)
reviews & approvals
X
13
Develop Cash Flow Schedule indicating projected monthly cash
disbursements relative to completed work activities & tasks
X
14
Review Construction Bid Documents for accuracy, cross reference
coordination & completeness
X
Construction Manager vs.
General Contracting
Pre-Construction Services
GC
CM
15
Development of Bid Packages & specific scopes of work for all
subcontracted activities
X
16
Conduct phased bidding on portions of the work to accommodate
stringent and critical schedule requirements
X
17
Identify and pre-purchase long-lead time materials, equipment and/or
building components
X
18
Coordinate final Governmental Agency (State, City, County, etc.)
reviews & approvals
X
19
Competitively bid all aspects of the project
20
Conduct post-bid review & evaluation of Subcontractor bids to qualify
adherence to scope & schedule requirements
X
21
Establishment of Guaranteed Maximum Price (GMP) prior to
commencement of construction
X
22
Contractor Fee range
X
4 - 8%
X
4 - 6%
Construction Manager vs.
General Contracting
Construction Services
GC
CM
1
Provide General Condition services (i.e. onsite Supervision, temp.
facilities, etc.) throughout construction process
X
X
2
Coordinate all daily subcontractor work activities
X
X
3
Monitor overall progress of work relative to pre-established Construction
Schedule
X
X
4
Establish Responsibility Matrix indicating primary & secondary responsibility
for all project related activities
X
5
Prepare Conceptual Cost Estimate (+/- 20% Contingency)
X
6
Prepare Schematic Design Estimate (+/- 15% Contingency)
X
7
Prepare Design Development Estimate (+/- 10% Contingency)
X
8
Conduct regularly scheduled Construction Progress Meetings to address
issues & coordinate work activities
X
Construction Manager vs.
General Contracting
Construction Services
9
GC
CM
X
Establish & monitor project related cost controls
10
Prepare monthly Applications for Payment based on completed work
activities
X
X
11
Maintain submittal & shop drawing control logs
X
X
12
Evaluate, prepare & process change order requests
X
13
Administer & monitor site Safety Management Plan
X
14
Monitor subcontractor performance & quality of work relative to design
requirements & Owner expectation
15
Administer & monitor site/building Security Plan
X
16
Provide monthly Executive Summary of schedule updates & project related
costs
X
17
Coordinate equipment & systems shutdowns
X
X
X
X
Construction Manager vs.
General Contracting
Construction Services
GC
CM
X
X
18
Maintain OSHA required records & HazCom documents
19
Coordinate delivery & setup of Owner supplied furnishings
X
20
Permit open access to all project related cost records & controls for
Owner review
X
21
Pass cost savings resulting from material/equipment discounts on to
Owner
X
22
Coordinate final inspections of required Governmental agencies
X
23
Assist in the preparation of punch lists & project closeout reports
X
24
Compile as-built drawings & documents
X
X
25
Compile Operation & Maintenance Manuals
X
X
Construction Manager vs.
General Contracting
Construction Services
GC
CM
26
Compile all required product/equipment warranties & guarantees
X
X
27
Prepare equipment & systems maintenance & service schedules
X
28
Prepare final Job Cost History & Analysis Reports for auditing and
accounting purposes
X