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Contract Options Overview

Contract Options Overview. 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

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Contract Options Overview

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  1. Contract Options Overview PM/CAM Training H. Jeff Moore May 11, 2009

  2. AGENDA • Overview • CM at Risk • Design (Completion) / Build • Lunch Break / Discussion – 11:30 AM – 12:30 PM • CM Agency

  3. HECOM UPDATE POSTED

  4. CONSTRUCTION Contract Administrators - Health Science Martin Best Bill Martin

  5. CONSTRUCTION Contract Administrators – Academic George Cullen Julie Garmel

  6. 1995 – Trial Approval from DEB & Attorney General to Use CM Agency for Law School Renovation & Expansion

  7. CM Agency Advantages • VM & Constructability Savings • Team Player vs. Adversarial Relationship • Reduced Trade Contractor Claims & Litigation – 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

  8. CM Agency Advantages • Full Disclosure on Project Cost Status Reducing Risk • Respected/Efficient/Well-Managed CM Receives More 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

  9. 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

  10. Contract Options for CMs/Contractors • 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

  11. 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

  12. General Issues • Current Advertisements – http://www.fm.virginia.edu/fpc/ContractAdmin/ ConstructionAdvertise.htm • RFPs vs. IFBs • RFP process increases procurement workload (short-listing, interviews, etc.) • Contract Admin. review & editing of RFPs • Coordination w/ Legal (Steve Rosenberg) on Contract Documents & Bonding

  13. 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

  14. 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%

  15. 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)

  16. 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

  17. 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)

  18. Introduction to Process Basics • Document Review Phase Services • Design Review • Constructability Review • Estimating • Scheduling • Phasing • Value Management (VM) • Trade Packaging • LEED & Commissioning

  19. Introduction to Process Basics • Construction Phase – Pricing • Proposals (Bids) • Select Additive Price Items • Evaluate / Negotiate VM Proposals • Finalize Contract Amount Within Budget

  20. AGENDA • Overview • CM at Risk • Design (Completion) / Build • Lunch Break / Discussion – 11:30 AM – 12:30 PM • CM Agency

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