CMAR in a Low Bid Market Alternative Procurement Delivery Methods (APDM)

CMAR in a Low Bid Market Alternative Procurement Delivery Methods (APDM)

CMAR in a Low Bid Market
Alternative Procurement Delivery Methods (APDM)

Michelle Hamilton

Dennis Gearhart

Terry Worcester

Mesa Public Schools

Agenda

•Introduction

•Get everyone on the same level

•Procurement Process

•Application

•Things to watch out for

•Responsibilities of the Owner, Architect, and Contractor

•Architect’s Point of View

What Created the Need for APDM?

•Started in the late 1990’s due to the outcry from public entities for a better way to do business

•We were forced to use the lowest bid rather than the most qualified team

•The biggest downfall was the inability to communicate with the contractor prior to the bid

What Created the Need for APDM?

This resulted in:

•Failed contracts

•Failed sub-contractors

•High rate of litigation

•Frustration with change orders

•Missed deadlines

•Warranty response

•Don’t forget what it was like

CM at Risk Map

choices from APDM

•CMAR

•Qualified Select Bid

•Job Order Contracting

•Design Build Contracts

•Today we will focus on CMAR

SB 1406 Changes in Legislation

34-603.C.1.dTime Limit

34-603.C.2.bFinalist List

34-603.C.2.gMultiple Locations

34-603.C.1(b)Interview/Criteria

34-603.C.2

34-603.C.3(a)

34-603.C.3(b)

SB 1406

Changes in Legislation

34-603.E Negotiations

34-603.C.1(e) Procurement Ends

34-604.C.1(c)

34-603.GRecord Keeping

34.603.C.2(f)Protest Policy

34.603.J

34.605.CContract

Arizona Revised Statutes

•R7-2-1116 Authorizing School Districts to use APDM

•Title 34 & 41 APDM

•SB 1406 Changes to APDM 2011

Procurement

Learn it or Lose it!

•What is APDM?

•Front End – Packaged projects

•Request for Qualifications

•Develop scoring and selection criteria

•Committee Members – Contractor and Architect not involved with the project

Why Choose CMAR?

•Performance Based

•Pre-Contract collaboration with contractor

•Budget estimating during design

•Complexity and cost of the project

•Critical completion schedule

•Working on an occupied campus

Why Choose CMAR

•Design percentage of completion

• If design is more that 80% complete you may consider Qualified Select Bid

•Owner control of building components Include maintenance personnel

CMAR Process

•Set the building priorities according to the district’s needs. The Architect may be involved

•Establish proper funding

•Complete the procurement process

•Start the design phase with the architect

CMAR Process

•Prior to entering into the design contract hold a kick-off meeting. Timing is everything

•Manage the design team

•Establish standards and priorities for construction including maintenance personnel and the district staff

CMAR Process

•Agree upon a Guaranteed Maximum Price (GMP)

•Enter construction phase

•Properly close out the project

•Occupy the space

Kick-off Meeting Details

•Hold meeting prior to entering the design contract

•Record meeting and include them in the contract documents

•Set general conditions

•Establish mark-up summary

Kick-off Meeting Details

•Agree on the superintendents and project managers

•Discuss owner priorities

•Discuss Value Engineering

•Discuss schedule

•Set contingency. Both parties must approve each Allowance Use Authorizations (AUA)

Kick-off Meeting Details

•List qualified and invited sub-contractors

•Discuss what is included in the budget

•Energy savings-What level is expected?

•Project Close Out Package

•Once the fundamentals are agreed upon enter the design contract

Something to Think About

•Lack of Understanding of Contracts

•Communication Failures

•Unrealistic Goals

•Failure to Make Timely Decisions

•Facilitating Adversarial Relationships

•Failure to Reject Bad Work Promptly

Timing is Everything

•Mark up percentages

•General Conditions

•Hidden Contingencies

•Sub Guard Agreements

•Incentive agreements to get contingency back

•Empty promises made in the first meetings

Design & Construction Professionals

Architect = Builder or Builder = Architect

•Qualification

•Compatibility

•Capability

•Confidence

“Climb – Communicate – Confess”

Construction Professional, the Builder

Project Views and Motivation

•Profit Margin

•Schedule

•Budget

•Design Professional, the Architect

Project Views and Motivation

•Authority

•Artistry

•Workmanship

Thankyou From Mesa Public Schools
Q & A