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PUBLIC BUILDINGS: CM FORUM JANUARY 21, 2020 HOSTED BY: THOMAS FOLEY, PE, CCM Deputy Commissioner

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Page 1: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

P U B L I C B U I L D I N G S :C M FO RU M

J A N U A R Y 2 1 , 2 0 2 0

H O S T E D B Y :

T H O M A S F O L E Y , P E , C C M

D e p u t y C o m m i s s i o n e r

Page 2: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

P B W E LC O M E & I N T RO D U C T I O N

Page 3: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

450 executive, managerial,

professional and administrative

staff responsible for the design

and construction of over 490

active projects for 28 sponsor

agencies with portfolios valued

at over $15 billion dollars.

W E A R E P U B L I C B U I L D I N G S

Page 4: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

Eric Boorstyn, AIA

Associate Commissioner

Thomas Foley, P.E., CCM

Deputy Commissioner

ARCHITECTURE &

ENGINEERINGPROJECT EXCELLENCEBOROUGH-BASED JAILS

Michael Nastasi

Assistant Commissioner

OneNYC/Health

Parks

Pass Through/Grants

Police

Fire

Bodgan Pestka, FAIA

Assistant Commissioner

Libraries

Rebecca Clough, RLA

Associate Commissioner

Culturals

DCAS/Courts

DHS/UPK

DEP/Sanitation

Tanks/Transportation

Engineering

In-house Design

JOCS

Sustainable Design

Bid Packaging

Architecture

Front End Planning

Permits and Approvals

Building Assessment

Michaela Metcalfe

Director

PROGRAM

ADMINISTRATION

Christine Pohila

Director

ACS

Judith Bernard

Assistant Commissioner

BOROUGH-BASED JAILS + CAPITAL PROGRAM DELIVERY SUPPORT UNITS

Todd Morrison

Division Contract Administrator

Janice McDonald

Division Administrative Officer

Associate Commissioner

CAPITAL PROGRAM

DELIVERY

Associate Commissioner

PUBLIC BUILDINGS DIVISION

Page 5: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

5

1. DDC Strategic Plan

2. PB Overview & Process Improvements

3. CM Expectations

4. Upcoming Opportunities with DDC

5. Break-Out Sessions

o CM Contract Terms, North Atrium

o Scheduling & Cost Estimating, Conf Rm 401

A G E N DA :

Page 6: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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D D C ’ S S T R AT E G I C P L A N

• Improving the Pipeline

• Managing Projects more effectively

• Getting more from our Contractors & Consultants

• Modernizing Internal Systems & Technology

Released Jan 2019

Page 7: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists
Page 8: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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P B I M P R O V E M E N T I N I T I AT I V E S

✓ Planning & Initiation

✓ Design

• Construction

• Close-Out

PB Roadmap

Page 9: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

9

I M P L E M E N T I N G C H A N G E :

Policies & SOPs Job-Aids, Templates, Checklists Standards & Guidelines

Contracts Performance Evaluations

Page 10: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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I M P R O V I N G P L A N N I N G , I N I T I AT I O N & D E S I G N :

Standardizing

Intake of ProjectsStreamline FEP &

CP ProcessesDesign

Page 11: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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P B D E S I G N P H A S E I M P R O V E M E N T S :

• Sponsor Agencies

• External Constraints

• Design Consultants

• PB Internal Improvement

• CMs

Page 12: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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• DDC’s Strategic Blueprint

• Limit Sponsor Added Scope

• Design Standards for Sponsors

• Advanced Capital Planning Unit

S P O N S O R A G E N C I E S

Page 13: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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P B D E S I G N P H A S E I M P R O V E M E N T S :

• Sponsor Agencies

• External Constraints

• Design Consultants

• PB Internal Improvement

• CMs

Page 14: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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• DOB Advocate

• FDNY Liaison

• Utility Coordination

• Point of Contact

Agency Database

Regulatory Approvals

I M P R O V E O U T S I D E A G E N C Y C O O R D I N AT I O N

Page 15: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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• Streamline CP Process

• Standard CP Templates

• OMB Workshops on Capital Eligibility

• Partnership & Coordination with OMB

F U N D I N G C O N S T R A I N T S

Page 16: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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P B D E S I G N P H A S E I M P R O V E M E N T S :

• Sponsor Agencies

• External Constraints

• Design Consultants

• PB Internal Improvement

• CMs

Page 17: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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June 2019

Listening session at AIANY Center for

Architecture

July 2019

Conducted Industry Survey

October 2019

DDC Open House

November 2019

Industry Outreach with AIANY

D E S I G N I N D U S T R Y O U T R E A C H

Page 18: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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• Designers will be held to design schedules

• Performance Evaluations as a basis for:

o Corrective Measures

o Termination

o Skipping rotation

H O L D I N G D E S I G N E R S A C C O U N TA B L E

Page 19: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

19

P B D E S I G N P H A S E I M P R O V E M E N T S :

• Sponsor Agencies

• External Constraints

• Design Consultants

• PB Internal Improvement

• CMs

Page 20: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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• Design Target Durations

• Schedule Templates

• Durations in Design Contracts

D E S I G N D U R AT I O N S

Page 21: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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• 3rd Party Estimators

• Standard Cost Estimates & Format

• Collaboration with Project Controls

• Cost Estimating Guide

I M P R O V I N G C O S T E S T I M AT E S

Page 22: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

22

P B D E S I G N P H A S E I M P R O V E M E N T S :

• Sponsor Agencies

• External Constraints

• Design Consultants

• PB Internal Improvement

• CMs

Page 23: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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• Design Reviews

• Constructability Review

• Cost Estimating Services

• Scheduling Services

• Bidding Process

E X PA N D C M S E R V I C E S

Page 24: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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P B I M P R O V E M E N T I N I T I AT I V E S

✓ Planning & Initiation

✓ Design

• Construction

• Close-Out

PB Roadmap

Page 25: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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• PB Construction Process Improvement Launch - January 2020

• Standardization of CM Forms

• SOP Development

I M P R O V I N G C O N S T R U C T I O N :

• PB Construction Manual

CM Consultant Guide

Page 26: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

26

C O N S T R U C T I O N M A N A G E M E N T T O O L :

• Document Management

• RFIs & Submittals

• Specifications & Drawings

• Schedule & Delays

• Photos

• Punchlist

• Meeting Minutes

• Ball in court tracking

• Daily Logs

Transparent Cloud Based System

Page 27: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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• Construction Target Durations

• Schedule Templates

• Durations in CM Contracts

C O N S T R U C T I O N D U R AT I O N S

Page 28: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

28

C M P E R F O R M A N C E E VA L UAT I O N S :

As a basis for:

• Corrective Measures

• Termination

• Skipping rotation

Page 29: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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Updating General Conditions

• Scheduling Specifications (P6)

• Mobilization

• Time-related costs (Field office, fencing)

• Special Experience Requirements

P B C O N T R A C T C H A N G E S :

Page 30: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

• Deliver projects on-time and within budget

• Deliver according to DDC standards

• Serve as DDC’s representative

• Community Outreach

• Make recommendations to DDC

D D C ’ S E X P E C TAT I O N S F O R C M S :

Page 31: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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• Design Reviews

• Constructability Review

• Cost Estimating Services

• Scheduling Services

• Specifications and Bid Packaging

E X PA N S I O N O F C M S E R V I C E S I N D E S I G N :

Page 32: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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S A F E T Y :

• Safety First

• Contractor Access Portal (CAP)

• Site Safety Plan Review

• DDC Safety Requirements

• Monitor Compliance

Page 33: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

P R O J E C T R E C O R D K E E P I N G :

• Keep records of Project during all stages

• Maintain a daily job diary or log book

• Maintain accurate, orderly and detailed files

• Maintain cost accounting records

• CMs will be required to provide a Close Out Plan

• To be implemented at the start of the project

Page 34: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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C O N T R A C T O R PAY M E N T S :

• Progress and final payment applications

• Cost estimating for change orders

• Contract conflicts

• Projected unit prices, if required

• Certified payrolls, sign in sheets etc.

• Time and material records

Page 35: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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C H A N G E O R D E R S :

• Document, evaluate cost & schedule impact

• Prepare an independent cost estimate for the change order

• Prepare and maintain a change order log

• Lessons Learned

Page 36: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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P R O G R E S S S C H E D U L E :

• Review and coordinate proposed Progress Schedule

• Two week look-ahead schedule on a bi-weekly basis

• Notify DDC of any anticipated delays

• Support DDC in delay analysis

• DDC owns the float

Page 37: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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P R O J E C T R E P O R T S :

• Progress Schedule

• Change Order Tracking

• Shop Drawing Log Schedule

• Fabrication & Delivery Schedule

• Risk Analysis

• Risk Assessment Register Log

• Budget for the Project

• Compliance with MWBE requirements

• Progress photographs

• Commissioning progress & deficiency

• Monitor requirements of regulatory approval

& sign-off

Page 38: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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R E P O R T L O G S :

• Technical inspections, supervision and coordination of work

• Supervise performance of all inspections, quality control

tests etc.

• Insure conformance with material specifications

• Take action to prevent unapproved installation of work

Page 39: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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A P P R O V E D WO R K :

• Obtain/verify that construction contractors have obtained all

necessary permits, certificates, licenses or approvals required for

performance of work

• Assure no work proceeds in the absence of necessary permits,

certifications, licenses or approvals

Page 40: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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A S - B U I LT D R AW I N G S :

• Work with the contractor to maintain accurate sets of as-built drawings and

specifications

• Accept Contractor certified drawings “as-built” by performing a review for

accuracy and completeness

• Consistently update and keep marked up set of field drawings during

construction

• CM’s field set of drawings will be turned over to the Sponsor at the close of

the project

Page 41: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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D I S P U T E / D E L AY C L A I M S :

• Track potential disputes and actual claims as soon as they arise

• Assess their cost and time impact

• Review possible mitigation

• Perform cost-benefit analyses as appropriate

• Propose solutions

• Provide information in a timely manner

Page 42: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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C O M P L E T I O N , A C C E P TA N C E & C L O S E O U T :

A detailed plan and schedule for:

• Substantial and Final Completion

• Acceptance

• Closeout of the construction contract

Page 43: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

C O N T R A C T C L O S E O U T:

Page 44: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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D E S I G N B U I L D :

• DDC granted Design-Build

authority

• Public Buildings Open House –

Spring 2020

• Owners Representative Service

for Public Buildings

Page 45: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

3 Years On Call

Project Specific

Project Specific

Project Specific

Standard Requirements

Stand-Alone

M/WBE Micro Purchase

Design/Build

C O N T R A C T O P P O R T U N I T I E S :

Page 46: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

Round 4

2007

2011

2016

8 firms

all projectsRound 1

Round 2

Round 3

C M S TA N DA R D R E Q U I R E M E N T S C O N T R A C T:

5 firms

all projects

10 micro firms

consulting services10 small firms

$0 – 5 million

3 medium firms

$5 – 30 million

3 large firms

+ $30 million

COMING SOON in Summer 2020!

Page 47: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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U P C O M I N G O P P O R T U N I T I E S :

• NYPD Property Clerk Storage/Operations Facility

• NYPD Crime Lab

• Parks Cromwell Recreation Center

• Parks Coney Island Beach Operations Headquarters

Page 48: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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U P C O M I N G O P P O R T U N I T I E S :

• FDNY Fort Totten Infrastructure Improvement

• NYCHA Van Dyke Houses Boxing Gym

• DOT Harper Street Administration Building

• ACS Expansion at Horizon

Page 49: PUBLIC BUILDINGS: CM FORUM - New York...and construction of over 490 active projects for 28 sponsor agencies with portfolios valued ... Policies & SOPs Job-Aids, Templates, Checklists

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B R E A K - O U T S E S S I O N S :

CM Contract Terms:

North Atrium (15min from now)

Led by: DDC Legal

Scheduling & Cost Estimating:

Conf. Room 401 (15min from now)

Led by: Project Controls