Set the CM@Risk Table for Success

Pat Prince, Phoenix Union High School DistrictBarry Chasse, Chasse Building Team

Know Who You Are as a District•Big size District•Medium size District•Small size District•Unified or Elementary•Rural or Urban

What’s in Your District’s 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’

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)

What’s Important to YOUR DistrictHow 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

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

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

maintainEnergy/Power Consumption CleaningWater Usage MaintenanceTechnology Upkeep (landscape)Gas Replacement CostBuilding Hours Graffiti Removal

Vandalism Concerns

So You Have a Project• Do you know what’s

important on this project?– Budget?– Schedule?– Scope?– Key feature

prioritization?– General look and

feel?– Operational cost long-

term?

Delivery Methods for Construction

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

Each delivery method has a purpose

When You Begin the Hunt …..You Should Know What You’re Hunting

For! Selecting Vendors

– Every CM@Risk and Architect have a niche.

– It might be under some layers of fluff but it’s 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

The Hunt Continued…..

• Look for the best match… not just the flashiest! Who’s in line with YOUR goals?

• Who’s going to pay attention to your project and treat it with the specialness it deserves?

THINGS TO WATCH DURING SELECTION• Ask around… Who’s 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 rfq’s 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…

NOW YOU’VE GOT YOUR ‘A’ TEAM ASSEMBLED

• Identify who’s who in the zoo…• Key roles and points of contact• Who’s authorized to make decisions

on scope, budget and schedule on behalf of the District?

• Who’s NOT authorized?• Set meeting schedule• Set communication protocol (who is on meeting distribution list)

TIME TO ALIGN THE TEAM

Kickoff: Vital step to ensure all team members understand the District’s goals

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

Project Goals are HUGE!

What’s most important? PRIORITIZE

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

Explain YOUR Expectations• Budget: Meet this or else!• Schedule: Can’t 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

ACCOUNT/TRACK

• Include BOTH Architect & CM@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”

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• FF&E (who’s buying what?

– Furniture/kitchen/playground

• Permit Fees• Adjacent Ways

AVOID THE EXTRA $ REQUEST TO THE BOARD

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

Combine the Following Ingredients For Success:• Thought/Planning by District• Selecting the right Architect & CM@Risk• Establish clear goals & objectives• Continually stay on track Your place

setting should help you enjoy a great meal!!!

CM@Risk Baby!!

Pat Prince, Phoenix Union High School District602-764-1615, prince@phoenixunion.org

Barry Chasse, Chasse Building Team602-448-1675, bchasse@chasse.us

THANK YOU!!!