Transcript CONTRACTING OPTIONS - University of Virginia

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
HECOM UPDATE POSTED
CONSTRUCTION
Contract Administrators - Health Science
Martin Best
Bill Martin
CONSTRUCTION
Contract Administrators – Academic
George Cullen
Julie Garmel
1995 – Trial Approval from DEB &
Attorney General to Use CM Agency for
Law School Renovation & Expansion
CM Agency Advantages
 VM & Constructability Savings
 Team Player vs. Adversarial Relationship
 Reduced Trade Contractor Claims & Litigation –
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Especially in Occupied Buildings with Unforeseen
Building Conditions
No Conflict of Interest
Involvement During Design Phase Reduces Risk &
Lowers Fees
Flexibility to Adapt to Changing Conditions
Establishment of “Real” Costs & Contingencies
CM Agency Advantages
 Full Disclosure on Project Cost Status Reducing Risk
 Respected/Efficient/Well-Managed CM Receives More
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Competitive Bids
Elimination of Document Conflicts & Overlap Reduce
Change Orders
“Complete” Documents for Procurement
Minimize Disruption to Clients
Reduce Overall Design & Construction Duration
Determine Requirements for Off-Hours Work Early
Package Project for Best Trade Pricing
CM Agency Advantages
 Solicit & Generate More Interest in Each Trade
 Proactive Approach to Material & Equipment
Procurement, Labor Issues, Potential Delays
 Full Disclosure of Project Schedule Status
 CM 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
Contract Options for CMs/Contractors
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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
Additional Options
 Competitive Sealed Bid – Construction Only
 Select Bidders for IFB
 On-Demand; < $5M
 Academic (16); Academic Research (8); Medical
(7); Roofing (5)
 Special Projects (4) – Requires Rapid Construction
Response; < $2M
 Sole Source
 Emergency
General Issues
 Current Advertisements –
http://www.fm.virginia.edu/fpc/ContractAdmin/
ConstructionAdvertise.htm
 RFPs vs. IFBs
 RFP process increases procurement workload (shortlisting, interviews, etc.)
 Contract Admin. review & editing of RFPs
 Coordination w/ Legal (Steve Rosenberg) on Contract
Documents & Bonding
Introduction to Process Basics
 Short-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
Introduction to Process Basics
 Technical 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%
Introduction to Process Basics
 CM 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)
Introduction to Process Basics
 Competitive 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
Introduction to Process Basics
 Proposal Scoring
 75% Technical / 25 % Price – CM At Risk & Agency with
Design Phase Services
 50% Technical / 50% Price – Design / Build &
Competitive Negotiation (Significant Construction
Component)
Introduction to Process Basics
 Document Review Phase Services
 Design Review
 Constructability Review
 Estimating
 Scheduling
 Phasing
 Value Management (VM)
 Trade Packaging
 LEED & Commissioning
Introduction to Process Basics
 Construction Phase – Pricing
 Proposals (Bids)
 Select Additive Price Items
 Evaluate / Negotiate VM Proposals
 Finalize Contract Amount Within Budget
AGENDA
Overview
CM at Risk
Design (Completion) / Build
Lunch Break / Discussion – 11:30
AM – 12:30 PM
CM Agency