owners representation on capital projects

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The future is not merely a place we are going, It is a place we are creating. PMSI PMSI inc inc _______________ P.O Box 900 Noblesville, In 46061 765.534.7000 www.PMSIcorp.com Owner Representatives & Project Planners Design Construction Transition & Close-out Planning Integrated Project Solutions Owner Representation for Capital Projects Owner Representatives Since 1989 Experts in Owner Representation Proven Project & Team Leadership Professional Management & Administration Risk Assessment, Management & Mitigation Single Point Responsibility & Accountability Quality Control & Monitoring Unequalled Performance, Reputation & Integrity Never a Conflict of Interest Putting The Pieces Together for Over 20 Years Public Private Commercial

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Page 1: Owners Representation On Capital Projects

The future is not merely a place we are going,

It is a place we are creating.

PMSIPMSIincinc _______________

P.O Box 900

Noblesville, In 46061

765.534.7000

www.PMSIcorp.com

Owner Representatives & Project Planners

Design

Construction Transition & Close-out

Planning

Integrated Project Solutions

Owner Representation

for

Capital Projects

Owner Representatives

Since 1989

Experts in Owner Representation

Proven Project & Team Leadership

Professional Management & Administration

Risk Assessment, Management & Mitigation

Single Point Responsibility & Accountability

Quality Control & Monitoring

Unequalled Performance, Reputation & Integrity

Never a Conflict of Interest

Putting The Pieces Together for Over 20 Years

Public

Private

Commercial

Page 2: Owners Representation On Capital Projects

Leadership & Teamwork Makes the Difference

Integrated Project Solutions

PMSIinc’s Leadership, Teamwork & Integration

PMSI Begins & Finishes with:

√ Leadership

√ Integration

√ Teamwork

√ Collaboration

PMSIinc Owner’s Representative

Furnishings Team

Planning Team

Design Team

Financing Team

Construction Team

Technology Team

Transition Team

Nothing left to chance & no gaps

PMSIPMSIincinc

Page 3: Owners Representation On Capital Projects

About PMSIinc

Integrated Project Solutions

PMSIPMSIincinc

Leadership,

Management,

Controls and

Communication

Representing Owners Since 1989

For over 20 years, owners have selected PMSI as their project

representatives and management consultants for their most complex

projects.

PMSI’s primary goal is to protect our client’s project interest and to

manage their project risks.

PMSI provides the vital management resources and tools that are needed to

develop the strategies that resolve project challenges in the most cost-

effective and expeditious manner.

PMSI provides objective assessments and recommendations on project

planning strategies, improved design solutions, effective and efficient

construction systems as well as advice for the efficient allocation of the

owner’s resources.

PMSI accomplishes our client’s objectives through our broad range of

services that take advantage of our experience, expertise and resources

which forge the solutions that cover all phases of our client’s project.

Our proven management tools and control systems guarantee that our

client’s expectations regarding budgets, schedules, quality and team

communications are met.

PMSI brings balanced support to our client’s projects as we are committed

to providing these solutions in a collaborative environment that fosters

excellence, integrity, trust and teamwork with no conflict of interest

regarding the project’s design and/or construction.

PMSI provides the Leadership, Management and Project Controls needed

for successful projects.

INTEGRATED PROJECT SOLUTIONS

Nothing is Left to Chance and No Gaps

PMSIPMSIincinc _______________

P.O Box 900

Noblesville, In 46061

765.534.7000

www.PMSIcorp.com

Page 4: Owners Representation On Capital Projects

Owner’s Representative Expertise

Integrated Project Solutions

PMSI’s Integrated Solutions approach to

Planning, Development and Implementation

insures positive project outcome.

PMSIPMSIincinc

As the Owner’s Representative, PMSI advises and serves the Owner

throughout the entire project beginning with the initial strategic planning

and continuing through the preconstruction, construction and occupancy

related aspects of projects which can include site acquisition and

development, design, construction, technology and communications

equipment, furnishings, transitioning, final occupancy and warranty.

PMSI acts as an extension of our client’s staff and PMSI’s professional

representatives have the necessary experience in planning, management and

owner representation and are knowledgeable in:

Project Planning

Program Development

Project Management and Administration

Contract Management

Design

Project Team Coordination and Communications

Sustainability

Budget and Cost Control

Project Scheduling

Project Financing

Site Surveys, Analysis and Acquisition

Environmental Assessments and Evaluations

Risk Analysis, Management and Mitigation

Grant Administration

Constructability Review

Construction

Design Build Projects and Criteria Development

Value Engineering

Technology Systems

Communication Systems

Security Systems

Furniture and Furnishings

Quality Control

Relocation and Transition

Closeout and warranty procedures

PMSI managers provide our clients with the comprehensive information

they need to make informed decisions.

PMSI integrates the expertise, resources and efforts of the entire project

team to forge the solutions required to address the particular project

challenges, meet the diverse project needs, manage the project risks and

exceed our client's highest expectations.

Page 5: Owners Representation On Capital Projects

PMSIinc’s Project Methodology

Integrated Project Solutions

PMSIPMSIincinc

PMSIPMSIincinc _______________

P.O Box 900

Noblesville, In 46061

765.534.7000

www.PMSIcorp.com

PMSI’s OWNER REPRESENTATION:

PLANNING

A key to successful projects is a well-conceived process that enables the

owner to evaluate their choices, make their decisions and select the best

design and delivery approaches through carefully and intelligently prepared

criteria for their project scope that is appropriate for Your Project.

As Owner’s Representatives and Planner; PMSI provides professional

planning and organizational services that will define and refine the goals

and objectives for your project. Planning for occupancy must begin from

the onset. PMSI furnishes efficient and effective business planning, and

management that will enhance and facilitate the project and insure a project

of the highest quality that is on time and within your budget.

PMSI begins with a focus of end goals in mind We collaborate with the

key stakeholders, financial advisors and legal counsel to develop a fully

coordinated and detailed project approach, budget and schedule. PMSI

identifies and integrates all of the political, legal, financial and technical

procedures and requirements that are necessary to develop a comprehensive

project plan.

PMSI’s integrated approach to the planning and development will ensure a

positive outcome to the project. During the planning and development

phase of a project, the Owner has the opportunity to establish how they

want to do business. This phase defines the frame work of the entire

project while providing the Owner the chance to analyze, mitigate or assign

risk to match their risk tolerance. The more an Owner abdicates these

responsibilities to designers, builders, or others; the less control they

actually have on the outcome.

PLANNING AND ORGANIZING

PMSI will develop the facility program that sets forth the Owner's

objectives, constraints and criteria. The program includes the space

requirements and relationships, flexibility and expandability requirements,

special equipment and systems and site requirements.

PMSI will assist the Owner in forming a focused task force (Team) made

up of key stakeholders to study the issues and the facility needs for your

project. PMSI will work with all team members to clarify the key goals

and objectives of the project and create simple benchmarks to facilitate

subsequent decisions.

Page 6: Owners Representation On Capital Projects

PMSIinc’s Project Methodology

Integrated Project Solutions

PMSIPMSIincinc

PMSIPMSIincinc _______________

P.O Box 900

Noblesville, In 46061

765.534.7000

www.PMSIcorp.com

Documentation and Procurement

As Owner’s Representatives and Managers; PMSI provides professional

monitoring and substitution of the adherence to the project planning. PMSI

furnishes efficient and effective business administration, management and

monitoring systems that enhance and facilitate the project through the

documentation and procurement phase to ensure that the information and

process is in accordance with the original plan that has been established.

During the planning, the Owner establishes the design and delivery system

and the process that best suits their needs. The documentation and

procurement will be different based upon the earlier decision (i.e

Traditional Design-Bid-Build vs. Design-Build or Multi-Prime), but the

goal is always the same: development of clear consistent documents and

performance requirements that allow the Owner to obtain the best possible

project that is consistent with the Owner’s plans, budget and risk tolerance.

Implementation

As Owner’s Representatives and Managers; PMSI provides professional

monitoring of substitutions to ensure adherence to project requirements.

PMSI assists the Owner in their contractual obligations to assure

professional and timely compliance. PMSI furnishes efficient and effective

business administration, management and monitor systems that enhance

and facilitate the project through its various steps and phases to ensure a

project of the highest quality that is on time and within your budget.

Occupancy and Warranty

As the Owner’s Representative and Manager, PMSI provides professional

monitoring and assistance at the project’s completion that ensures the

success of close-out and relocation. PMSI furnishes the affective business

administration and monitoring systems that enhance and facilitate the

project close-out, provides intervention to resolve problems and ensures the

Owner’s overall project satisfaction.

There is an old saying; “It takes ninety percent of the effort to complete the

last ten percent of the work.” PMSI understands the truth and wisdom in

this statement because PMSI’s services do not end with construction. We

double our efforts after construction to ensure the success of project close-

out and transitioning into the new facility. Close-out and transitioning

includes computers and networking, technology, equipment, audio/visual

equipment, telephones, furniture and relocation service or whatever is

required to begin operations in the new facility.

Page 7: Owners Representation On Capital Projects

Sound incredible? If these are important issues, PMSI has a solution and we thank you in advance for giving us an

opportunity to explain!

PMSI understands that your specific request was for design services, and PMSI’s reply may not be exactly what you

were expecting. We want to offer you, the Owner, an option that you may not have had the opportunity to consider. Our

belief is that a truly “Integrated Solution” will afford you options and advantages that will pique your interest. Let us

take this opportunity to further explain how we can deliver results like those above and give you the advantages that will

assure your Project’s outcome.

Why be different? PMSI realizes that many times requests for qualifications and/or proposals are created based on the fact that the Owner

knows they have a need, the desire to do something. This urgency is often followed by the desire to get started ASAP. It

is PMSI’s belief that most Owners have not been given the opportunity to evaluate many of the choices or options that

are available to them or, for that matter, to establish a process that takes into consideration how they want to do business.

How are we different? PMSI would like you to consider an integrated design and build alternative commonly known as Design-Build that has

been approved by the State of Indiana under [IC5- 30]. Design-Build is a relatively untapped public option in Indiana

that allows Owners to complete Projects under a single unified contract for design and construction. Design-Build

provides Owners the only opportunity under Indiana law to actually choose everyone involved in the Project in a process

that also enables you, the Owner, to hold those you have chosen accountable and not be relegated to the inherent

problems associated with the low-bid selection process that we are all too familiar with.

What are the advantages to you? Design-Build is a collaborative method of Project delivery in which the Owner executes a single contract for both the

design and construction services. Design-Build is also known as a “single-source” responsibility. There is much

research citing a number of reasons why Owners are considering Design-Build. Primary among these are:

Owner-driven demands for better quality and continuous improvement in the Project delivery and the final product,

your Project

Interest in saving time and money, through a process wherein budget, schedule, and constructability are key to the

primary drivers,

Desire to avoid the legal entanglements of adversarial relationships and to reap the advantages of a cooperative effort

by all parties united under a single contract,

Need to realign the responsibility and risk, by dividing responsibilities and assigning risk according to the parties

most capable of managing those risks,

Design-Build is not new but has only recently been allowed as a public option in Indiana. Design-Build is the preferred

delivery option throughout the U.S. and the world in the private sector, and the required delivery process in many U.S.

military and governmental projects, including the Army Corps of Engineers, the Department of Justice, and the

Department of Defense.

PMSI’s desire is to provide you a compelling case for your consideration. We hope that you will grant us the opportunity

to interview and continue a discussion about the advantages a Design-Build delivery solution can bring to your Project.

Thank you for your consideration.

William Shepler, PE DBIA

PMSIinc

Do You Want to . . .

Reduce your project costs by 5 percent to 10 percent?

Build your project 10 percent to 15 percent faster?

Get more project for every dollar?

Have a better quality project while reducing your risk?

Page 8: Owners Representation On Capital Projects

Relevant Experience

Integrated Project Solutions

PMSIinc

MASTER PLANNING:

West Central School District

Anderson, Indiana

Fort Harrison Base Reuse Plan

Indianapolis, Indiana

Cass County Facilities

Logansport, Indiana

Henry County Facilities

New Castle, Indiana

Fulton County

Rochester, Indiana

Crescent Dunes Shore Protection

Schererville, Indiana

Ripley County Facilities

Versailles, Indiana

Hendricks County Justice System

Danville, Indiana

City of Rochester Parks Planning

Rochester, Indiana

Union County Facilities

Liberty, Indiana

Posey County Facilities

Mt. Vernon, Indiana

Gibson County Courthouse

and County Office Facilities

Princeton, Indiana

Vanderburgh County

Justice Assessment

Evansville, Indiana

GOVERNMENT BUILDINGS:

Cass County Courthouse

Logansport, Indiana

Henry Courthouse Annex Facility

New Castle, Indiana

GOVERNMENT BUILDINGS:

Fulton County Courthouse

Rochester, Indiana

Fulton County Government Annex

Rochester, Indiana

Henry County Justice Center

New Castle, Indiana

Henry County Office Building

New Castle, Indiana

Wayne County Courthouse Security

Richmond, Indiana

Union County Courthouse

Liberty, Indiana

Posey County Courthouse

Mt. Vernon, Indiana

Pulaski County Courts

Winamac, Indiana

Randolph County Courthouse

Winchester, Indiana

Fishers Police and Fire Facilities

Fishers, Indiana

Westfield Public Safety Facility

Westfield, Indiana

JAILS & CORRECTIONAL:

Pulaski County Jail

Winamac, Indiana

Cass County Jail

Logansport, Indiana

Wayne County

Richmond, Indiana

Knox County Jail

Vincennes, Indiana

Elkhart County

Correctional Complex

Goshen, Indiana

Page 9: Owners Representation On Capital Projects

Relevant Experience

Posey County Courthouse

Mt. Vernon, IN

Project: PMSIinc completed a major renovation to the historic 25,000 SF.

County Courthouse as a first phase of the implementation of their

County Facility Master Plan. The Master plan was created by

PMSIinc to identify government offices, courts and jail space

needs to solve both short and long term problems.

Gibson County Courthouse

Princeton, IN

Project: PMSIinc completed a county government facilities space use

analysis. Work included documenting 50,000 SF. of space and the

analysis of five separate sites for a new Justice Center. Work also

included developing comparative costs and timetable for the total

project costs for each site as well as for the planned historic

Courthouse renovations.

Pulaski County Facilities Master Plan

Winamac, IN

Project: PMSIinc completed a County-wide Facility Master Plan that

included all county offices. The resulting projects included a new

Jail and the relocation of the Superior Court, Prosecutor’s Office

and Probation Offices. Also included in the plan were the

reallocation of spaces in the Courthouse and County Office

Building.

Fulton County Facilities Master Plan

Rochester, IN

Project: PMSIinc worked with the Commissioners to develop a County-

wide Facility space analysis and master plan that resulted in

projects that moved county governmental and community service

offices out of the Courthouse into a renovated former bank

building and completely renovated the historic Courthouse which

now houses all of the county justice services including Courts,

Clerk, County Prosecutor and Probation offices.

Integrated Project Solutions

PMSIPMSIincinc

Page 10: Owners Representation On Capital Projects

Relevant Experience

Cass County Facilities Master Plan

Logansport, IN

Project: PMSIinc was retained by the commissioners to develop and implement

a county facility space plan affecting the Jail, Courthouse, and the

public parking necessary to service both facilities. The county

constructed a new Jail and renovated the Courthouse in order to

accommodate the needs of both the county administrative and

community service offices remaining in the building.

Henry County Facilities Master Plan

New Castle, IN

Project: The county commissioners hired PMSIinc to analyze their space

needs to find room for their offices located in the courthouse. The

plan and resultant projects involved a new Justice Center that

provided spaces for all of the county justice services and a

renovated historic building located on the courthouse square that

houses many of the community service departments.

Union County Facilities Master Plan

Liberty, IN

Project: PMSIinc was contracted by the commissioners to analyze the space

conditions at the courthouse and assist with the development of a

County-wide Facility Master Plan to solve their space problems.

The plan resulted in a renovation of their historic Courthouse as

well as the relocation of some County offices out of the courthouse

into newly renovated spaces.

Wayne County Master Plan

Richmond, IN

Project: PMSIinc Conducted was in charge of the project to look at the

spaces within Wayne County government and to develop a long

term solution for their space needs. The analysis and resulting

master plan ultimately involved the construction of a new jail,

upgrades and renovations to the courthouse, including new security

and HVAC systems and the relocation of some county community

services into new facilities.

Integrated Project Solutions

PMSIPMSIincinc

Page 11: Owners Representation On Capital Projects

Relevant Experience

Elkhart County Correctional Complex

Goshen, IN

Project: 1,100 Bed Adult Detention Facility located on a 100 acre

complex. The campus has been designed to accommodate the

Sheriff’s Administration Building, a 600 Bed Work Release

Facility, a Fleet Maintenance Facility, a 72 Bed Juvenile

Detention Center with Courts and expansion space for an

additional 1,800 Adult Detention Beds.

Integrated Project Solutions

Knox County Jail

Vincennes, IN

Project: 214 Bed Adult Detention Facility and Sheriff’s Administration

constructed on a 12 acre site just outside the city limits of

Vincennes

Wayne County Jail

Richmond, IN

Project: 400 Bed Adult Detention Facility with Sheriff’s Administration

and Work Release constructed adjacent to the Wayne County

Courthouse

Cass County Jail

Logansport, IN

Project: 200 Bed Adult Detention Facility, Work Release and Sheriff’s

Administration construction immediately adjacent to the Cass

County Courthouse with an enclosed connector between

PMSIPMSIincinc

Pulaski County Jail

Winamac, IN

Project: 90 Bed Adult Detention Facility, Sheriff’s Administration, Work

Release, Superior Court, Probation and Prosecutor’s Offices

constructed on a downtown site adjacent to the Pulaski County

Courthouse

Page 12: Owners Representation On Capital Projects

Relevant Experience

Integrated Project Solutions

Hendricks County Justice System Analysis

Danville, IN

Project: The analysis and planning included the long-range plan for the

Jail, Work Release, Community Corrections and Juvenile services

Vanderburgh County Justice System Analysis

Evansville, IN

Project: The analysis and planning included the long-range plan for the

Jail, Work Release, Community Corrections, Juvenile services and

Courts

Carroll County Jail Master Plan

Delphi, IN

Project: Long-range Planning for a new 100 Bed Adult Detention Facility,

Sheriff’s Administration and Work Release to be located on a site

outside Delphi and the restoration of the existing jail facility for

short-term use

PMSIPMSIincinc

Henry County Youth Center

New Castle, IN

Project: Renovations to the Youth Center that included detention, shelter

care and secure care facilities

Elkhart County Sheriff’s Administration

Goshen, IN

Project: 45,000 sft. Sheriff’s Administration Building that is being

constructed utilizing the new Design/Build project delivery

process

Page 13: Owners Representation On Capital Projects

Relevant Experience

Integrated Project Solutions

Elkhart County Correctional Complex

Goshen, IN

Project: 100 acre complex that has been designed to accommodate the

Sheriff’s Administration Building, a 600 Bed Work Release

Facility, a Fleet Maintenance Facility, a 72 Bed Juvenile Detention

Center with Courts and expansion space for an additional 1,800

Adult Detention Beds.

PMSIPMSIincinc

Monroe County Justice Complex

Bloomington, IN

Project: 75 acre complex designed to accommodate a new County Jail,

Community Corrections Facility, Juvenile Center and a Central

Warehouse for supplies and records.

Fishers Police Station

Fishers, IN

Project: New Police Station located in their City Government Complex

Westfield Public Safety Building

Westfield, IN

Project: New Facility constructed to house their Police Department, the

Fire Department Administrative Office and their Central Fire

Station

Carmel Clay Municipal Building

Carmel, IN

Project: New Facility constructed to house their Fire Station, Township

Administration Office and local Waste Management Office

Page 14: Owners Representation On Capital Projects

PMSI provides the atmosphere that fosters the positive

professional relations and teamwork that is an essential element

to a successful project.

Positive team relations provides the ability to collaborate and

work together toward a common vision and to direct individual

efforts toward the Owner’s objectives.

It is the fuel that allows common people to attain uncommon

results.

“The whole is greater than the sum of it’s parts”

Project Leadership, Teamwork & Integration

Integrated Project Solutions

PMSIPMSIincinc

Teamwork:

Total Project Integration:

PMSI’s Integrated Solutions eliminates gaps and duplications,

reduces the Owner’s risks and maximizes each individual's

productivity as well as the overall project value.

PMSI’s Integrated Solutions approach to Planning, Development

and Implementation insures the positive outcome of the project.

Project Leadership:

PMSI acts as an extension of the owner’s staff bringing the skills

of our experienced professionals to lead our clients through the

complicated maze of a project and to represent their interests

throughout all phases of the project from planning to closeout

and beyond.

Page 15: Owners Representation On Capital Projects

Record of Success

Integrated Project Solutions

PMSI's 100 % Success Record

100% of PMSI's Projects were completed within the original

Project Budget.

100% of PMSI's Projects benefited from the contribution to the

design and construction process.

100% of PMSI's Projects generated savings that more than offset

the fee for representation.

Unequaled Reputation

Time-proven Performance

Experience the benefits that PMSI’s

100% success record brings

PMSIPMSIincinc

PMSIPMSIincinc _______________

P.O Box 900

Noblesville, In 46061

765.534.7000

www.PMSIcorp.com