Owner Representation FULTON 58 Process Review FULTON MISSOURI - - PowerPoint PPT Presentation

Owner Representation Process Review

December 11, 2019

FULTON 58

FULTON MISSOURI

Todd Sweeney PE, LEED AP INTRODUCTIONS Cory Bextermueller LEED AP

AGENDA

Navigate Overview Proposed Team & Resources Our Experience How Navigate Generates Value Questions and Answers

“The Navigate team brought a level of professionalism that exceeded our expectation and brought immeasurable benefit to the City.” Mayor Nancy Spewak City of Ladue, Missouri

NAVIGATE OVERVIEW

Navigate Building Solutions

• 95% of our work is performed as an

Owner Representative for Missouri Public Agencies:

• Public School Districts
• Municipalities
• County Governments
• Our team has been doing this since

1999

• Proven processes and cost savings

track record

• Experienced with new buildings and

renovations

“Todd and Craig led this project very professionally and managed every component of the project; their attention to all of the details exceeded my expectations.”

• Mrs. Patricia Horton

Kirkwood School District

Referred to as: Owner’s Representative = Construction Manager, Agent

K-12 Project Experience

PUBLIC DISTRICTS

Lindbergh Schools Miller County R-III Union R-XI School District Wentzville School District Francis Howell School District Kirkwood School District Belleville East School District Shawnee Mission School District O’Fallon School District Wesclin CUSD 3 Tonganoxie School District Alton CUSD

* All of the projects listed above included the involvement of a NAVIGATE Team Member

PRIVATE SCHOOLS

John Burroughs Grand Center Arts Academy The Principia Westminster Christian Academy MICDS Crossroads School

• St. Dominic Priory

Bethel Baptist School Concordia Lutheran School DeSemt Jesuit School

Understanding the Role

The State of Missouri authorized the Owner Representative Role (1996 legislation) because they (like most States across the Nation) felt that Public Agencies should be able to hire a professional advisor to guide them through the design and construction process. In some states, like Massachusetts, the role is actually required on all publicly funded projects (in Massachusetts they call this role an OPM – Owner’s Project Manager). The Federal Government uses the role on projects and calls it CMR – Construction Management Representative. What is important to note is that in every case the intent of the role is the same and not provided by the Architect or Builder on the project.

“I highly recommend Navigate Building Solutions for their professionalism, knowledge and integrity. They produce high quality work, save their clients money, and are a pleasure to work with.” Barbara Sondag - City Manager, City of Olivette, Missouri

Understanding the Role

“There are countless examples where they used their many years of experience to guide me through the complex process of building our projects.” Mathew Unrein, Public Works Director City of Ferguson, Missouri

The consultant shall not be permitted to perform any of the actual design and/or construction on a public works project in which they are acting as the Project Management Consultant.

State of Missouri Conflict of Interest - Safe Guard

Funding Source

Our services are currently in your Budget Our Mission, Save x2 our Fee’s

• Alt. Materials/Means

Contract Negotiations Owner Direct Procurement Field Solutions Change Order Negotiations Miscellaneous

HOW NAVIGATE GENERATES VALUE

• Avg. Savings 12.3% = More Building for the $$
• Approximate values were used to generate the Percentages defined above

ALTERNATE MATERIALS / SOLUTIONS

Goal: Identify Alternate Materials that maintain project quality while helping the District build more for the $$$.

• We have worked with over a dozen different

K-12 Architects and General Contractors and have gained lesson’s learned and creative from solutions from each of them.

• We know local material, vendor and labor trends

that impact material selection and availability.

ALTERNATE MEANS and METHODS

Goal: Plan Alternate Means that 1) maximize student/faculty safety; 2) minimize operation impacts; 3) avoid change orders.

• Site/operational/move logistics

and staging plans (included in bid documents)

• Cost effective construction

approaches

• AVOID CHANGE ORDERS

Beaufort Elementary School Air Intake - Dust Control Snow Load Reinforcement Primary Power Relocation Deliveries Storm Water Management Possibly Construction Entrance Student Safety

Navigate prepares commercial contractor grade, detailed and accurate estimates to enable you to make knowledge based decisions. You should not have to make a decision without knowing the cost impact!

DETAILED AND ACCURATE ESTIMATING

EXPERT CONTRACT NEGOTIATIONS

Goal: Negotiate Contracts with terms that provide the District with the leverage you need when you need it.

• Reporting requirements
• Site & operational logistics
• Pay application requirements
• Schedule & submittal requirements
• LD’s (for quality control)
• Warranty & closeout requirements
• Pre established change order mark-ups

POPLAR BLUFF

Subcontractors GENERAL CONTRACTOR ARCHITECT OWNER DIRECTS Vendors Suppliers Engineers

POPLAR BLUFF

Subcontractors GENERAL CONTRACTOR NAVIGATE ARCHITECT OWNER DIRECTS Vendors Suppliers Engineers

Navigate Advisors will coordinate all Owner Direct Purchases such as phone systems, IT, Moving Costs, etc. Navigate will strategically propose work to be bought directly by the City (Coordinated by Navigate) in lieu of by the General Contractor . Result – Lower Purchase Prices Result – Eliminate 15% GC O&P

OWNER DIRECT CONTRACTS SUBCONTRACTED CONTRATS

OWNER DIRECT PROCUREMENT

CHANGE ORDER NEGOTIATIONS

Goal: Implement Navigate’s 6 Step Approach to minimize the impact of Change Orders

• 1. VALIDATE
• 2. CHALLENGE
• 3. CONSULT
• 4. PRICE / SCHEDULE
• 5. NEGOTIATE / CONTRACT
• 6. CONFIRM

City of Ferguson, Police Station, 2015 Change Order Exposure: $519,479 Actual Change Order Cost: $111,209 Savings Generated $408,270

There are countless examples where they used their many years of experience to guide me through the complex process of building our projects.

• Mr. Mathew Unrein, City of Ferguson, Missouri

Goal: While building: 1) Ensure Quality 2) Manage Budget/Schedule

• Field Representation
• Quality control

Submittal review; mock ups; pre-installation meetings; 3rd party testing; agency inspections, punch list activities

• Administer commissioning
• Onsite meetings
• Schedule review (master/3 week/daily logs)
• User group interface
• Site and operational logistics
• Design conformance
• Quantity / unit cost verification
• Payment validation
• Warranty closeout and documentation

“I highly recommend Navigate Building Solutions to potential clients…..They are knowledgeable, prompt, professional and demonstrate excellent communications skills.” Fire Chief Bob Dunn Saline Valley FPD

FIELD OVERSIGHT

THANK YOU QUESTIONS & ANSWERS