Set the CM@Risk Table for Success

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Set the CM_at_Risk Table for Success

• Pat Prince, Phoenix Union High School District
• Barry Chasse, Chasse Building Team

2
Know Who You Are as a District

• Big size District
• Medium size District
• Small size District
• Unified or Elementary
• Rural or Urban

3
Whats in Your Districts Future?

• IMPORTANCE OF MASTERPLAN/GROWTH MAP
• Analyze District trends
• Plan for now and also long range
• What types of projects are coming?
• New Schools?
• Renovations?
• Expansions?
• School Replacements?
• Landlocked? Go Vertical?
• If you fail to make a plan you plan to fail

4
District Internal TEAMBUILDING

• Before you hire know what you are looking for
• Key members to seek input
• Superintendent
• Assistant Superintendents
• Business Manager
• Facilities Manager
• Principals/Site Leaders
• IT
• -Board Members/Community (if you dare)

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Whats Important to YOUR District

• How are you unique to other Districts?
• How will this affect your Bond planning?
• Some typical areas
• Lowest /square foot Energy
  efficiency
• Leading edge designs Latest in
  technology
• Accelerated delivery needs Flexibility for
  future
• Cost to maintain longterm Aesthetic
  consistency
• School equality/consistency

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Do you have a District Standard?

• Advantages of a District Standard
• Consistency for maintenance crews
• Consistency of training for crews
• Ability to stock parts/replacement stock
• HVAC filter sizing (bulk purchase)
• Maintain fewer types recall
• Energy Management System
• Ability to have fewer keys

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How about Operations/Maintenance?

• Seek input from Maintenance Staff they know
  whats involved to operate and maintain
• Plan for maintenance after warranty
• Account for staffing budget needs of the
  project
• Think cost to operate Think cost to
  maintain
• Energy/Power Consumption Cleaning
• Water Usage Maintenance
• Technology Upkeep (landscape)
• Gas Replacement Cost
• Building Hours Graffiti Removal
• Vandalism Concerns

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So You Have a Project

• Do you know whats important on this project?
• Budget?
• Schedule?
• Scope?
• Key feature prioritization?
• General look and feel?
• Operational cost long-term?

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Delivery Methods for Construction

• Hard Bid/Competitive Lump Sum
• Select Bidders List/Competitive Lump Sum
• CM_at_Risk
• Job Order Contracting (JOC)
• Design/Build

Each delivery method has a purpose
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When You Begin the Hunt ..

• You Should Know What Youre Hunting For!
• Selecting Vendors

• Every CM_at_Risk and Architect have a niche.
• It might be under some layers of fluff but its
  there. Dig a little and you will find the true
  niche for every firm
• Important to match firms to projects
• Think about rightsizing projects to contractors

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The Hunt Continued..

• Look for the best match not just the flashiest!
  Whos in line with YOUR goals?
• Whos going to pay attention to your project and
  treat it with the specialness it deserves?

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THINGS TO WATCH DURING SELECTION

• Ask around Whos won what?
• What projects have they recently proposed on that
  they have a good chance of winning?
• Evaluate current backlog Do they have team
  readily available to perform precon?
• How many other rfqs is same team proposed on?
• Watch completion dates of projects proposed team
  is on.

The Team members proposed will be who you will
be working with
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NOW YOUVE GOT YOUR A TEAM ASSEMBLED

• Identify whos who in the zoo
• Key roles and points of contact
• Whos authorized to make decisions on scope,
  budget and schedule on behalf of the District?
• Whos NOT authorized?
• Set meeting schedule
• Set communication protocol
• (who is on meeting distribution list)

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TIME TO ALIGN THE TEAM

• Kickoff Vital step to ensure all team members
  understand the Districts goals

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What Are the Project Goals?

• Conduct goal setting charrette with key
  stakeholders to create, prioritize, and commit to
  project goals
• Identify
• must have goals
• nice to have goals
• wish list goals

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Project Goals are HUGE!

• Whats most important? PRIORITIZE
• Budget?
• Schedule?
• Design Award?
• Cost to Operate/Maintain?
• Energy Efficiency?
• Alternative Energy?
• Environmental Impact?

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Explain YOUR Expectations

• Budget Meet this or else!
• Schedule Cant miss school opening!
• GMP Cannot go back to School Board
• Change Orders None except returned savings
• Contingency What should we carry?
• Jobsite Conditions Appearance on occupied site

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ACCOUNT/TRACK

• Include BOTH Architect CM_at_Risk in crystallizing
  YOUR expectation/goals on the project INSIST on
  TEAMWORK
• Track progress at EVERY meeting.
• A running review of YOUR goals/expectations
  should be on agenda at every project update
  meeting.
• What gets focused on gets done

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WHAT REALLY IS THE BUDGET?

• Watch hidden costs
• Power Company Design Fees
• Water Fees, Water Meters
• Development Fees
• Streetwork
• Add streetlights/traffic signals?
• Design/Architectural Fees
• FFE (whos buying what?
• Furniture/kitchen/playground
• Permit Fees
• Adjacent Ways
• AVOID THE EXTRA REQUEST TO THE BOARD

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WHAT REALLY IS THE SCHEDULE?

• When must project be completed?
• When can we start?
• When are school breaks?
• Are there special working hours?
• When are funds available (bond sale?)
• Is there an Adjacent Ways calendar we need to be
  concerned with?
• WATCH DESIGN PHASE PRECONSTRUCTION PHASE LIKE A
  HAWK!!!
• Lost time in design/precon is expensive to make
  up by accelerating the actual construction
  duration

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Combine the Following Ingredients For Success

• Thought/Planning by District
• Selecting the right Architect CM_at_Risk
• Establish clear goals objectives
• Continually stay on track

Your place setting should help you enjoy a great
meal!!!
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CM_at_Risk Baby!!
Pat Prince, Phoenix Union High School
District 602-764-1615, prince_at_phoenixunion.org Ba
rry Chasse, Chasse Building Team 602-448-1675,
bchasse_at_chasse.us THANK YOU!!!