PROJECT MANAGEMENT Presented to the State of Florida January 29, 2015 GOALS OF PROJECT MANAGEMENT FLEXIBILITY TIMELY DELIVERY RISK MITIGATION COST SAVINGS QUALITY SERVICE 2 STATE OF FLORIDA PROCESS OVERVIEW Your advocate from concept to completion. . 3 STATE OF FLORIDA DELIVERY APPROACH Project Initiation Preliminary scope of the project, range of services, budget and overall timeline are developed. Review of proposed Leases/Work Letter, Letter of Intent (LOI), test fit plans. Create master budget for ALL costs to help show Client what their overall project spend will be, and help structure the deal on their behalf. When to use Project Management . 4 STATE OF FLORIDA DELIVERY APPROACH Planning (Pre-Construction) Submit Requests for Proposals (RFP’s) to Architects/Engineers/Consultants, assist in selection and prepare contracts. Manage the Designer to ensure Client’s expectations are met, but also that the Designer is held accountable for design and scope creep is prevented. Anticipate issues that may come up with design that impact the work letter/lease as Client works through headcounts, storage needs, etc. Create a communication plan leveraging proprietary technology to keep stakeholders informed during the process. 5 STATE OF FLORIDA DELIVERY APPROACH Construction Process Your Project Manager will monitor the construction of your space through every step of the process. Ensure construction workmanship meets Client standards. Update Client regularly on budget and schedule, as well as provide Executive Reports (with pictures, etc.), if desired. Coordinate all vendors. If/when conflicts arise in the field, think outside of the box and present solutions to the Client. Organize Punch List inspection with the Client, the Landlord or REM, General Contractor and Architect. Confirm issuance of Certificate of Occupancy (COO) and document date of Substantial Completion. Verify all punch list work is completed with written acceptance of space from Landlord and Client. 6 STATE OF FLORIDA DELIVERY APPROACH Project Close-Out Manage Close-Out of all contracts. Reconcile final project costs against project budget with the and issue to Client and/or Landlord. Verify all final/unconditional lien releases are received. Ensure that general contractor issues Closeout/Owners Manuals that may include COO, copies of all as built drawings, sketches, equipment data sheets and all warranties for installed equipment. 7 STATE OF FLORIDA DELIVERY APPROACH Move Management (Runs concurrently) Establish move criteria with the Client. Develop move schedule. Lead process to select a moving company. Develop personnel and equipment move tools for the Client. Onsite supervision during actual move and 1st day of business. Strong relationships with multiple movers to guarantee competitive pricing and good service. Liquidation of unwanted assets. Close-out Move Vendor Contract and Equipment/Furniture Installation Contracts. 8 STATE OF FLORIDA PROCESS AND PROCEDURES Consistency of service delivery Process guide to drive efficiency Rapid onboarding of new team members Deliverables, tools and templates BEST PRACTICES Value Engineering Opportunities Communication Protocols Technology Interface Enhanced employee job satisfaction 9 More efficient onboarding processes STATE OF FLORIDA TECHNOLOGY AND TOOLS Web-based PJM technology platform for tracking projects in process and results Designed to improve collaboration between project managers, team members, vendors, clients, and partners Enables real-time team collaboration and access to project information Integrated with Playbook processes Key Benefits of Project Insight Include… Site-specific document management Schedule management Budgeting and contract management Action items 10 Project and program reporting Integration Capabilities STATE OF FLORIDA PJM FLORIDA RESOURCES 11 STATE OF FLORIDA CASE STUDIES Office Deutsche Bank Darden Corporate HQ Jacksonville, FL Orlando, FL 5 Buildings/50,000 SF Each 50 Acre Site LEED™ Gold Managing and coordinating vendors, commissioning agents and facility managers. The scope ranges from the reconfiguration of a single room to an entire 50,000 SF building. Office/Retail/Restaurant 12 STATE OF FLORIDA CASE STUDIES Retail Publix Mangos Tropical Café 45,000 SF Orlando, FL Demolition of current location and groundup construction of new store 53,721 SF, plus TI for the neighboring tenant of 8,537 SF High level budget containing complex components of demolition, space planning and infrastructure, FF&E, A/V and custom art work, IT $18 Million 13 STATE OF FLORIDA CASE STUDIES Hospitality Saint Andrews Country Club Mizner Country Club Waterton Residential Boca Raton, FL Boca Raton, FL Fort Myers, FL 67,748 SF Upgrades to the Palazzo Entry, Bar and dining areas, kitchen and food preparation areas. Oversight of build out of additional units, lobby renovation and various other capital projects as needed. $15 million renovation of an existing Clubhouse and site amenities including 3 new pools, spa Kid’s Recreation Room, Bathhouse and 3 new fountain features New construction of state-ofthe-art fitness facility, teen room, game room and tennis court. $10 million 14 Evaluation of feasibility of vacant land parcel Evaluation of potential build-out of storage area STATE OF FLORIDA CASE STUDIES GCS Accounts Florida Power & Light Tyco 4,000,000 SF National Account 1,100 Buildings National Dedicated Staff As Needed National Account 15 STATE OF FLORIDA DISCUSSION AND NEXT STEPS 16 STATE OF FLORIDA Gracias. Thank You. 謝 謝 . Obrigado. شكرا Спасибо. . Danke. ありがとう. Merci. ขอบคุณ CBRE © 2013 All Rights Reserved. All information included in this proposal pertaining to CBRE—including but not limited to its operations, employees, technology and clients—are proprietary and confidential, and are supplied with the understanding that they will be held in confidence and not disclosed to third parties without the prior written consent of CBRE. This letter/proposal is intended solely as a preliminary expression of general intentions and is to be used for discussion purposes only. The parties intend that neither shall have any contractual obligations to the other with respect to the matters referred herein unless and until a definitive agreement has been fully executed and delivered by the parties. The parties agree that this letter/proposal is not intended to create any agreement or obligation by either party to negotiate a definitive lease/purchase and sale agreement and imposes no duty whatsoever on either party to continue negotiations, including without limitation any obligation to negotiate in good faith or in any way other than at arm’s length. Prior to delivery of a definitive executed agreement, and without any liability to the other party, either party may (1) propose different terms from those summarized herein, (2) enter into negotiations with other parties and/or (3) unilaterally terminate all negotiations with the other party hereto. CBRE and the CBRE logo are service marks of CBRE, Inc. and/or its affiliated or related companies in the United States and other countries. All other marks displayed on this document are the property of their respective owners.