pm/cam training h. jeff moore may 11, 2009. agenda overview cm at risk design (completion) / build...
TRANSCRIPT
![Page 1: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/1.jpg)
Contract Options Overview
PM/CAM TrainingH. Jeff MooreMay 11, 2009
![Page 2: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/2.jpg)
AGENDAOverviewCM at RiskDesign (Completion) / BuildLunch Break / Discussion – 11:30 AM – 12:30 PM
CM Agency
![Page 3: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/3.jpg)
HECOM UPDATE POSTED
![Page 4: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/4.jpg)
CONSTRUCTIONContract Administrators - Health Science
Martin Best Bill Martin
![Page 5: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/5.jpg)
CONSTRUCTIONContract Administrators – Academic
George Cullen Julie Garmel
![Page 6: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/6.jpg)
1995 – Trial Approval from DEB & Attorney General to Use CM Agency for Law School Renovation & Expansion
![Page 7: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/7.jpg)
CM Agency AdvantagesVM & Constructability SavingsTeam Player vs. Adversarial RelationshipReduced Trade Contractor Claims & Litigation
– Especially in Occupied Buildings with Unforeseen Building Conditions
No Conflict of InterestInvolvement During Design Phase Reduces
Risk & Lowers FeesFlexibility to Adapt to Changing ConditionsEstablishment of “Real” Costs & Contingencies
![Page 8: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/8.jpg)
CM Agency AdvantagesFull Disclosure on Project Cost Status
Reducing RiskRespected/Efficient/Well-Managed CM
Receives More Competitive BidsElimination of Document Conflicts & Overlap
Reduce Change Orders“Complete” Documents for ProcurementMinimize Disruption to ClientsReduce Overall Design & Construction
DurationDetermine Requirements for Off-Hours Work
EarlyPackage Project for Best Trade Pricing
![Page 9: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/9.jpg)
CM Agency AdvantagesSolicit & Generate More Interest in Each TradeProactive Approach to Material & Equipment
Procurement, Labor Issues, Potential DelaysFull Disclosure of Project Schedule StatusCM Expertise Provides “Hard” Figures on
Project Cost Minimizing Potential For Trades Being Over Budget
Protect the Reputation of Clients & Their Ability to Teach/Conduct Business/Earn Income
![Page 10: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/10.jpg)
Contract Options for CMs/Contractors CM At Risk w/Design Phase –
Multiple Contracts; > $5M Design (Completion) / Build CM Agency w/Design Phase; >
$20M Competitive Negotiation
Contractor – Fixed Price – Versions I (+$5M), II ($2 to $5M), & III (< $2M) - Trade Packages
![Page 11: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/11.jpg)
Additional OptionsCompetitive Sealed Bid – Construction OnlySelect Bidders for IFBOn-Demand; < $5M
Academic (16); Academic Research (8); Medical (7); Roofing (5)
Special Projects (4) – Requires Rapid Construction Response; < $2M
Sole SourceEmergency
![Page 12: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/12.jpg)
General IssuesCurrent Advertisements –
http://www.fm.virginia.edu/fpc/ContractAdmin/ConstructionAdvertise.htmRFPs vs. IFBs
RFP process increases procurement workload (short-listing, interviews, etc.)
Contract Admin. review & editing of RFPsCoordination w/ Legal (Steve Rosenberg) on
Contract Documents & Bonding
![Page 13: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/13.jpg)
Introduction to Process BasicsShort-listing
Licensed in Virginia; Bonding Capacity
Firm Experience
Schedule & Cost Control
Similar Project Experience by Proposed Team
SWaM
HECOM /UVA Experience
Firms May Request to be Added to List
![Page 14: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/14.jpg)
Introduction to Process BasicsTechnical Proposal - Categories & Weighting
Key Personnel, Experience & Qualifications – 30 to 35%
Past Performance and Experience – 20 to 25%Management Capability/Project Plan/Schedule
(Value Management) – 25 to 30%Value Management – 0 to 10%SWaM Firm Utilization – 10%
![Page 15: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/15.jpg)
Introduction to Process BasicsCM Price Proposal – Key Components
Document Review, Procurement, & Construction
Phase Services
Home Office Overhead & Total Profit
Field Office Staff Costs
Field Office Staff General Conditions
Other GC Fixed Price Risks/CM Contingency (At
Risk)
![Page 16: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/16.jpg)
Introduction to Process BasicsCompetitive Negotiation & Design/Build
Price Proposal – Key Components
Lump Sum Pricing with Options/Breakdown
(i.e. Design Completion for D/B, Construction
Packages)
Unit Prices (i.e. Soils, Rock)
Additive Price Items
![Page 17: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/17.jpg)
Introduction to Process BasicsProposal Scoring
75% Technical / 25 % Price – CM At Risk & Agency with Design Phase Services
50% Technical / 50% Price – Design / Build & Competitive Negotiation (Significant Construction Component)
![Page 18: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/18.jpg)
Introduction to Process BasicsDocument Review Phase Services
Design ReviewConstructability ReviewEstimatingSchedulingPhasingValue Management (VM)Trade PackagingLEED & Commissioning
![Page 19: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/19.jpg)
Introduction to Process BasicsConstruction Phase – Pricing
Proposals (Bids)Select Additive Price ItemsEvaluate / Negotiate VM ProposalsFinalize Contract Amount Within Budget
![Page 20: PM/CAM Training H. Jeff Moore May 11, 2009. AGENDA Overview CM at Risk Design (Completion) / Build Lunch Break / Discussion – 11:30 AM – 12:30 PM CM Agency](https://reader035.vdocuments.us/reader035/viewer/2022072011/56649e0d5503460f94af6388/html5/thumbnails/20.jpg)
AGENDAOverviewCM at RiskDesign (Completion) / BuildLunch Break / Discussion – 11:30 AM – 12:30 PM
CM Agency