Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right...

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Selecting Your Construction Team Assembling the right players to make your project a success!!

Transcript of Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right...

Page 1: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

Selecting Your Construction Team

Assembling the right players to make your project a success!!

Page 2: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

Kenneth Florey, Attorney, Robbins-Schwartz,

[email protected]

Terry Fielden, Director of K-12, International

Contractors, Inc. [email protected]

Presenters

Page 3: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Empower District Staff with information that define characteristics for the selection of a Project Team on any construction related project.

Presentation Mission

Page 4: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Explain the Role of Various Team Members

• Types of Projects for the various roles

• “Risk Evaluation” for team selection

• Characteristics that the District should consider in selection

Presentation Goals

Page 5: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Typical Team Members Design and Construction

• Typical District Hired Consultants

• Types of Construction Projects

Areas of Focus

Page 6: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Owners Representative• Design Architect• Mechanical, Electrical and Plumbing

Consultants• Civil Engineer• General Contractor• Construction Manager• Trade Contractors• Commissioning Agent

Typical Team Members

Design and Construction

Page 7: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Selected based on overall experience and needs of the District.

• Must be a facilitator and objective fact finder

• Must be an advocate for District at all times while facilitating team unity

• Must also act as the “heavy” when things go south

• Functional with General Contractors and Construction Managers

• Use is generally limited to complex interior renovations and large new projects

Typical Team Members

Owners Representative

Page 8: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Selected based on required design experience and emotional bond with the District.

• Fees can always be negotiated• Go and view all available completed

designs• Talk with building users• Select the entity that you feel the most

comfortable in their ability to listen and respond.

Typical Team Members

Design Architect

Page 9: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Selected by Architect as part of their design team.

• Fees are included with Architect Fee

• Insist that design leaders come to Architectural Presentation

• Check references on each consultant

• Visit the active and in-use buildings and quiz the maintenance staff.

• Selection is a negotiation point with Architect Selection.

Typical Team Members Mechanical, Electrical and Plumbing

Consultants

Page 10: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Selected by Architect as part of their design team.

• Fees are included with Architect Fee

• Insist that design leaders come to Architectural Presentation

• Check references on each consultant

• Visit the active and in-use drainage systems, asphalt paving and quiz the maintenance staff.

• Selection is a negotiation point with Architect Selection.

Typical Team Members Civil Engineer

Page 11: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• District typically has little to no say in the selection.

• Specific Qualifications must be clearly laid out in a public bid format

• Lowest Responsible Bidder is the general criteria, rejection requires legal assistance

• Check references and visit buildings

• Quiz the clients

• Thoughtfully consider the effort required by the District to manage the General Contractor. Otherwise, the General Contractor will manage the District

Typical Team Members General Contractor

Page 12: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• There are two basic types

• CMc “At Risk”

• CMa “Agency”

• CMc with GMP-not discussed here

Typical Team Members Construction Manager

Page 13: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Successful Logistics Planning and Estimating

• Interactively Qualified On-Site Supervision

• Must be able to partner with Architect

• Willing to professionally challenge design concepts

• Must have a strong school history

• Fees are negotiated and should never drive the selection.

• Talent and leadership are the key qualities

Construction Manager ”At Risk” or “Agency”

Typical Team Members

Page 14: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• District Manages only the CM

• District relies on ability of CM to deliver on time and under budget

• District must convey all desires and needs to CM for management: site logistics, curriculum disruption, money management

• Role changes to more of General Contractor after trades are bid out and awarded.

• CM is the enforcer of the warranty

Construction Manager ”At Risk”

Typical Team Members-District Obligations

Page 15: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• District Manages the Prime Trade Contracts

• District reviews and issues all payments

• District must convey all desires and needs to CM for management: site logistics, curriculum disruption, money management

• CM is true advocate but cannot enforce contract terms.

• District is the enforcer of the warranty and contract terms

Construction Manager ”Agency”

Typical Team Members-District Obligations

Page 16: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• These are the provider and installer of all

building components.

• Selection and qualifications have the single

biggest impact on the success of the project.

• It is highly desirable to control the selection

of the trade contractors to the greatest

extent possible.

Trade Contractors

Typical Team Members

Page 17: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Trades are selected at the sole discretion of the General Contractor based on the low number provided.

• The General Contractor will not consider the needs of the District. Only the number matters.

• A District can maintain the right to approve all trades. Rejection of a trade is also an opportunity to increase the cost of the work.

• The District is generally stuck with the General Contractor and the trades selected.

Trade Contractors under General Contractor

Typical Team Members

Page 18: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Legal Counsel

• Site Surveyor

• Soils Testing/Investigation

• Environmental Consultants

• LEED Consultants

• Commissioning Agents

• Special Studies

Typical District Hired Consultants

Page 19: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Services are NOT basic from firm to firm

• Solicit Proposals Specific to Construction Related Law

• Check References

• Make a choice based on ability of key Staff availability.

• You get what you pay for in terms of experience.

• Attorneys will write and enforce your contracts.

• Chose a well trusted partner.

Typical District Hired Consultants

Legal

Page 20: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Services are basic from firm to firm

• Solicit Proposals

• Check References

• Make a choice based on ability to

serve the required time frames.

• Cost should not be a factor

Typical District Hired Consultants

Site Surveyor

Page 21: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Services are basic from firm to firm

• Solicit Proposals Specific to your project in conjunction with the Architect and/or CM

• Check References

• Make a choice based on references and availability

• Now required in Illinois for ALL SOIL DISPOSAL!!!

Typical District Hired Consultants

Soils Testing/Investigation

Page 22: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Generally this service is present within the District-at least in Illinois

• Solicit Proposals Specific to your project in conjunction with the Architect and/or CM

• Verify work history and EPA rating

• Cost is not a reason to determine a selection

• Districts are ultimately responsible for environmental conditions: hidden or visible

Typical District Hired Consultants

Environmental Consultants

Page 23: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• This entity drives the ability to gain your LEED Certification

• Solicit Proposals Specific to your project in conjunction with the Architect and/or CM

• Verify recent work history and LEED Achievement Success

• Find the most cost effective provider with the greatest success rate with USGBC

• Be aware that LEED has benefits and obligations. Understand both sides.

Typical District Hired Consultants

LEED Consultants

Page 24: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Control systems are increasingly complex in New Facilities, Additions and MEP renovations

• Services are basic from firm to firm

• Cost of Services will vary by provider

• Check References

• Make a choice based on references, availability and work history with Architect and Consultants

• Involve early in the design phase of the project.

Typical District Hired Consultants

Commissioning Agent

Page 25: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• Architect or CM will advise on the need based on the complexity of the project or lack of available information on existing buildings.

• Services could include: investigative demolition, sample potholes for excavation, filming existing sewer lines, x-raying of slabs, tracing electrical, etc.

• Cost of Services are negotiated

• Recovery of costs is generally found in risk reduction during bidding and more detailed design work.

Typical District Hired Consultants

Special Studies

Page 26: Selecting Your Construction Team - WASBO · Selecting Your Construction Team Assembling the right players to make your project a success!! Kenneth Florey, Attorney, ... Site Surveyor

• New Educational Facility

• Additions

• New Sports Facility

• Interior Space Reconfiguration

• Mechanical Renovation

• Electrical Upgrades

• Cosmetic Renovations

• Site Repairs

Construction Project Types