CASE STUDY IN HIGH PERFORMANCE

1
CASE STUDY IN HIGH PERFORMANCE DESIGN BUILD
DELIVERY FOR NEW JERSEY SCHOOLS Neptune
Summerfield Elementary School
David Mooij Neptune Township School District
Paul Qvale The Gale Company (formerly with NJSCC)

Jeanne Perantoni, AIA SSP Architectural
Group Bridging Architect for Design Build
Delivery
Richard Basta, AIA, Michael Wozny, AIA John
Martin EI Associates Design Architects for Design
Build Team
Allied Team Members NJSCC Ed Hill Project
Manager for Neptune School District The Gilbane
Company Project Mgmt Firm Morris Johnson
Associates Building Engineers Patock
Construction Design Build Contractor
2
THE MANDATE FOR HIGH PERFORMANCE
MORE THAN 55 MILLION AMERICANS SPEND THEIR DAY IN
US SCHOOLS
3
STEWARDSHIP OF HIGH PERFORMANCE
Community Responsiveness and Partnership Goal
Setting for Cost Effective Sustainability Sm
art Growth Planning and Project Delivery
the right spirit of partnership between all
project constituents to commit to the fulfillment
of mutual educational and community development
goals
ability to capitalize upon program initiatives
including LEED guidelines on sustainability and
fast track Design Build delivery of a public NJ
school to meet District goals and objectives

• HIGH PERFORMANCE TIMELINE
• 1990 Abbott vs. Burke decision
• 2000 Education Facilities
• Construction Financing Act
• NJSCC forms to implement
• Schools Construction Program
• Executive Order 24

educational facility planners, urban planners,
landscape planners, LEED accredited
professionals, state and municipal participants
contribute to the process and maximizing return
on infrastructure investment
4
COMMUNITY RESPONSIVENESS PARTNERSHIP
Central New Jersey Eastern Shore Monmouth
County 30,000 citizens / 8.2 square miles One
of 31 NJ Abbott Districts 100 funding from
6.2B State pool m Neptunes share 196.4M 5,000
students Eight schools Doubling capacity with
five expansions four new schools District
Outreach and Partners Neighborhood Empowerment
Council Senior Center Municipal body Housing
Authority Recreation Committee Police
Department Economic Development
Corporation Jersey Shore University Medical
Center Liberty Science Center NJDEP
5
GOAL SETTING FOR DELIVERY OF COST EFFECTIVE
SUSTAINABILITY

• Replacement PK-5 School for existing Summerfield
  facility
• Community centered in response to community needs
• Themed curriculum with special focus on regional
  agrarian and colonial history and development
• Design build deliver with special focus on High
  Performance sustainability, environmental
  outreach and cost effective delivery of resources
• Envisioning the broad-based impact that
  Summerfields innovative design features will
  have on education in Neptune Township, in
  Monmouth County and in the State of NJ
• Summerfield project part of Smart Growth Long
  Range Facilities Plan that emphasized strategic
  partnerships and value added planning focus

6
GOAL SETTING FOR DELIVERY OF COST EFFECTIVE
SUSTAINABILITY

• Strategic Partnership between New Jersey Schools
  Construction Corporation and Neptune Township
• Creative and innovative partnership efforts
  ongoing on concurrent Abbott projects
• Implementation of Neptune Townships
• Smart Growth Long Range Facilities Plan
• Green Grove Elementary School
• Shark River Elementary School
• Gables Elementary School
• Neptune Township Middle School
• Neptune Community School
• Neptune Early Childhood Center
• Neptune Township High School
• New Summerfiled School Project poised and
• available for alternative project delivery

THE POWER OF EARLY DECISIONS Partnering efforts
are integral to ultimate project success
The state mustprovide facilities for children
in the Abbott districts that will be sufficient
to enable these students to achieve the
substantive standards that now define a
thorough and efficient education.
7
DISTRICT OVERVIEW
Image courtesy of RM Hanna Landscape Architects
8
DISTRICT OVERVIEW
9
NJSCC PURSUIT OF HIGH PERFORMANCE SCHOOLS

• LEED LEADERSHIP IN ENERGY EFFICIENT DESIGN
• The Design/Build Concept
• Benefits
• Design/Build Best Value
• Evaluation During Public Bidding
• Case Study Application
• The Summerfield Elementary School
• Status and Future

10

MANDATES POLICIES FOR BETTER PUBLIC SCHOOLS

• EDUCATIONAL FACILITIES AND CONSTRUCTION FINANCING
  ACT (EFCFA)
• INITIAL SCC PROCEDURES MANUAL (EARLY 2001)
• GOVERNORS EXECUTIVE ORDER 24 LEED (JULY 02)
• Follow the LEED Guidelines
• SCC BULLETIN 24 INCORPORATING LEED ( MARCH 03)
• Host a LEED Charette during design
• Self-certify a minimum 26 points using the LEED
  v. 2.0 Checklist
• 4 Abbott schools seeking USGBC LEED Certification
• NJSCC LEED TRAINING SEMINAR (APRIL 2003)
• SCC BULLETIN 36 DESIGN CONSTRUCTION
  GUIDELINES (NOV 2003)
• SCC INITIATIVE FOR DESIGN BUILD (START OCT 2003
  AWARD AUG 2004)
• Inquiry by Neptune School District
• Directive by Al McNeil 6 schools

Master Planning LEED Consultant LEED
Process Consideration of Alternate Project
Delivery
11
DESIGN BUILD CONCEPTOVERALL SIMPLICITY
Potential Benefits of Design Build
OWNER TEAM PMF BRIDGING ARCHITECT

• Cost
• Speed
• Innovation

ARCHITECT
CONTRACTOR
DESIGN BUILD TEAM
12
DESIGN BUILD CONCEPT
POLICY SCOPE DEVELOPMENT

• Educational Facilities Construction and Financing
  Act
• Price and Other Factors
• At least 50 price
• National research on Design/Build conducted by
  NJSCC and SSP
• Low Bid versus Best Value approach
• Quantitative versus Qualitative evaluation

13
DESIGN BUILD CONCEPT
BENEFITS OF BEST VALUE METHOD
Best value Evaluates based on cost and value
added Benefits Allows for prioritization of
design features Enhanced development and focus
on unique needs of project users Allows for
creative response to program script Disadvantage
Increased time and resources for
evaluation Subjectivity in evaluation Increased
potential for proposer protest Required
tools Performance specifications Well defined
evaluation factors Substantiation process during
construction
14
DESIGN BUILD CONCEPT
EXECUTION

• Bridging Architect - SSP
• Dept. of Education Approval
• Preliminary Ed Spec Approval
• Plan Review of Final Design only
• Performance Specifications
• 8 months to develop
• Shortlist of Design Build Teams
• 25,000 Stipend paid to each qualifying entrant

15
DESIGN BUILD BID AND AWARD

• Design Build Scorecard
• 1. Design Approach 20 points
• 2. Project Features 15 points
• LEED checklist required
• 3. Schedule 10 points
• 4. Life Cycle Costs 10 points
• 5. Price 50 points
• Total 100 points
• Short list of bidders
• Bovis Lendlease/Thomas Assoc
• Pattock Construction/EI Assoc
• Skanska Construction/Hillier Architects
• Torcon Inc./DMR Architects

LEED Checklist very useful as quantitative
measure of entry
Life Cycle Costs assumed OM consistent, and was
based on energy efficiency only using EQUEST
modeling
16
LEED DESIGN/BUILD
Status and Future

• Summerfield completed, to apply for LEED Gold
  certification
• Other schools
• NJSCC projects to be LEED Certified
• Need for better LEED Documentation
• LEED Education, Cost
• LEED NC (AGS)
• The other 5 Design/Build Schools
• Trenton Early Childhood Center

Neptune Township Schools vision and
preparation enabled SCC to achieve some of its
finest work
17
NEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
CASE STUDY APPLICATION OF HIGH PERFORMANCE DESIGN
BUILD CRITERIA
Created the means and methods for dynamic
interaction between SCC (Owner), NeptuneTownship
(User), SSP/Gilbane (Project Management) and
Design/Build team Create the best possible,
sustainable educational environment delivered in
a fast moving, cost effective mannerCombined
Low Price and Best Value Approach to evaluation
and implementationProvided performance
standards and 30 bridging documents that
design build teams can interpret and respond to
with creativity and innovation
Design ApproachProject FeaturesScheduleLife
Cycle CostsPrice
18
EVALUATION FACTORS

• Factor 1 Approach and Standards
• Well developed Educational Specifications with a
  listing of features that enhance education,
  requirements for room utilization and activities,
  net and groww square footages, and explanation of
  design intent
• Performance standards to enhance sustainability
  including goals and objectives on water
  conservation, indoor air quality, responsive use
  of resources and materials, abundant use of
  natural daylighting, attention to acoustics and
  use of building and site as a 3-D textbook for
  learning
• Factor 2 Project features
• Request for LEED credits with narrative
  describing each credit
• Description of proposed innovations, flexibility
  and unique features
• Factor 3 Schedule
• Required milestone dates and Design Build teams
  response with their design schedule and
  construction timeline
• Description of materials, means and methods
  chosen to expedite design and construction

19
EVALUATION FACTORS

• Request for Proposal
• Requirements
• Early American Colonial Architecture and
  Agricultural References
• LEED Silver Certification
• Connection with the Environment
• Type II B Non-Combustible Construction
• DOE Approved Model

• Factor 4 Life Cycle Costs
• 20 year costs for operation and repair
• 20 year costs for maintenance and replacement
• 20 year costs for energy
• Factor 5 Costs

Skanska / Hillier 27,742,700 Bovis / Thomas
Group 26,000,000 Turner / PSS 25,068,400
Patock / EI 21,777,000 Torcon /
DMR 20,738,000
20
BRIDGING DOCUMENTATION
ESTABLISHING GOALS OF DESIGN BUILD PROJECT
SSP ARCHITECTURAL GROUP
21
Torcon DMR
Bovis Thomas Group
Turner PSS
Patock EI Associates
Skanska Hillier
22
BRIDGING A/E TEAM
EDUCATIONAL SPECIFICATIONS PERFORMANCE
STANDARDS SUBSTANTIATION REQUIREMENTS
EVALUATION CRITERIA DESIGN OVERSIGHT
PROCUREMENT PROCESS
opportunity for changes in project quality and
scope
changes in project scope reflected in change
orders
RFP docs prepared and advertised
D/B entities prepare design and proposal
Review and rank proposals
D/B entity completes design documents
Approvals process
select professionals criteria
Award to Best value D/B entity
Construction
SUBSTANTIATION PROCESS
S U B M I T T A LS P R O C E SS I N G
PERFORMANCE SPECIFICATIONS
CONCEPT
D/B Team PMF
Bridging D/B Team

Architect
23
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
24
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
DESIGN/BUILD PROCESS

• Request for Proposal
• Preliminary Design
• Brainstorming Session
• Constructability with Patock
• Development with Sub-Contractors
• Project Award
• Owner Acceptance Process
• Detailed Design
• Construction

25
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
DESIGN/BUILD PROCESS

• Design/Build Team Design Principles

• Meet the Program
• Cost Effective Design
• Compact Building
• Material Selections
• Systems Selections
• Builder Preferences
• Functionality/Usability
• LEED Gold Certification
• Additional Features

26
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
SITE ANALYSIS
27
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
CONCEPTUAL DESIGN
28
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
BUILDING ORIENTATION
29
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
SITE DEVELOPMENT
30
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
FRUIT TREES
31
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
RAINWATER COLLECTION SYSTEM
32
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
RAINWATER COLLECTION SYSTEM
33
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
BIO-RETENTION SWALE BASINS
34
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
MINIMIZE SITE DISTURBANCE
35
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
GEOTHERMAL SYSTEM
36
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
WATER QUALITY TREATMENT SYSTEM
37
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
GROUNDWATER RECHARGE SYSTEM
38
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
SOLARIUM
39
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
HISTORIC ORNAMENT SALVAGE
40
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
SITE ACCESS, PHASING STAGING
41
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
CONSTRUCTION WASTE MANAGEMENT
42
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
UNDERFLOOR AIR DISTRIBUTION
43
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
GAMBREL VS. GABLE
44
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
SITEWORK REDESIGN
45
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
DETAILED DESIGN CONSTRUCTION

• Fast Track Design Construction
• 98 Day Design Period
• Phased DOE/DCA Approvals
• 22 Month Design-Construction
• Daylight Credit Dropped
• Exterior Envelope
• Changes During Construction
• HVAC System
• Changes During Construction
• Brownfield Redevelopment
• Building Flush-Out vs. Testing

46
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
DAYLIGHT
47
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
THERMAL BUILDING ENVELOPE / EXTERIOR WALL SYSTEM
48
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
HVAC
49
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
IAQ MANAGEMENT
50
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
BROWNFIELD REDEVELOPMENT
51
CASE STUDYNEPTUNE SUMMERFIELD ELEMENTARY SCHOOL
LEED SUMMARY

• Targeted Gold, Guaranteed Silver
• Started with 40 Points
• Dropped
• Reduced Heat Islands Roof Surfaces
• Renewable Energy
• Measurement and Verification
• Composite Wood
• Daylight 75
• Added
• Brownfield Redevelopment
• 30 Water Use Reduction
• 30 Optimize Energy Performance (2)
• 75 Construction Waste Management (2)
• 10 Recycled Content
• 20/50 Local/Regional Materials
• Innovation in Design (2)
• Currently 42 Points 3 Maybes

52
CASE STUDY SUMMARY NEPTUNE SUMMERFIELD ELEMENTARY
SCHOOL Outcomes Lessons Learned
Case Study Summary

• Clearer description of some of the evaluation
  criteria, performance standards and
  substantialtion requirements
• Adoption of pure qualifications based evaluation,
  considering price after ranking of D/B teams
• Streamlining of process via
• modification of PMF/CM services and
  requirements during construction
• Ability to negotiate (within a limit) and/or
  incorporate the use of a fixed construction
  contingency allowance to allow for minor
  adjustments in design

53
CASE STUDY SUMMARY NEPTUNE SUMMERFIELD ELEMENTARY
SCHOOL Ripple Effect of High Performance
Case Study Summary

• Return on Investment
• Partnership Outreach and Value Added to the
  community is continuing to grow
• Municipal partnership and joint agreement on use
  of adjacent property
• Strategic partnership and alliance with NJ DEP
• Summerwoods program
• Live event learning
• PK to Grade 12 initiatives and intergenerational
  activities

54
CASE STUDY SUMMARY NEPTUNE SUMMERFIELD ELEMENTARY
SCHOOL Questions and Answers