CONSTRUCTION MANAGERS FORUM PINELLAS COUNTY SCHOOLS JULY 23

CONSTRUCTION MANAGERS FORUM PINELLAS COUNTY SCHOOLS JULY 23, 2019

AGENDA CLINT HERBIC • Overview of selection process • Submittal suggestions and tips • Presentation tips and format • Presentation questions and content • Forum wrap-up - questions

OVERVIEW OF SELECTION PROCESS CLINT HERBIC • Purpose of forum: To seek the highest quality submittals as possible and ensure CM firms have a thorough understanding of the process • Desired flow of information: Team Experience Examples • Relevancy cannot be overstated

FINANCIALS AND EVALUATIONS LINDA BALCOMBE • Financials • Evaluations

TAB 5 – YOUR STAFF RICK BEVILACQUA • Executive Summary - a tool for you to explain why your team is the best team for the project. Key points should include: • Experience with similar scope • Right sizing your team to meet the needs of the project • Matrix which clearly shows your staffs relevant experience • Resumes • Education, certifications, total years of experience and years employed with your firm. • Highlight or provide a matrix showing experience which is relevant to the proposed project.

TAB 6 – EXPERIENCE AND KNOWLEDGE OF YOUR FIRM CLINT HERBIC • Executive Summary – explain in a narrative your firms’ specific experience and qualifications with projects of similar scope • Provide one specific example of something you’ve learned on a previous project that you can apply to our project • Detailed page for five projects you have completed of similar scope • Explain the scope and indicate the budget • Specifically highlight or explain the scope relationship • Link your experience from each project to our project (been there, done that)

TAB 7 – STAFFING MODEL AND AVAILABILITY DOUG POLLEI • Address how you would staff a variety of projects and specifically how the project you are submitting on would be staffed. • Address how your field staff is supported by your senior management staff. • Explain how your subcontractors are utilized during preconstruction, addressing phase estimates and bid packages, manpower and schedule. • Provide detailed information regarding daily monitoring of your CPM schedule aids in staffing for the project.

TAB 7 – STAFFING MODEL AND AVAILABILITY DOUG POLLEI • We feel very strongly that when you commit your staff to our project that this team will be together from start to finish. • Develop a table listing the key personnel, their roles and a detailed list of their responsibilities on this project. • The time allocation table for each team member needs to be graphically easy to read listing team members, their roles, their time during preconstruction and construction on this project and on your other projects.

TAB 8 – COST CONTROL AND SCHEDULING SCOTT LIVERNOIS • How do you arrive at a GMP? – Be specific, talk about cost models, how you put together bid packages, and what kind of investigative work do you conduct to ensure a complete package of work and GMP. • Cost control opportunities – Give a specific example from a previous job of similar scope and explain how this affected the overall project. • Project acceleration – Provide a specific example from a previous job of similar scope and explain how that example could be applied in this project • Local subcontractor participation – describe your approach to encouraging local participation include your outreach programs and other specific strategies

TAB 9 – QUALITY CONTROL AND CLOSEOUT MIKE HEWETT • Quality assurance program – describe how you ensure quality work from your subcontractors, how you manage the project for a minimal punch list, and what you do to ensure we are satisfied with the quality of work. • Warranty process – describe the warranty process from your side and give specific examples or information regarding your training program • Closeout plan – describe how you ensure a timely and accurate closeout of the project

OVERALL SUBMITTAL TIPS AND SUGGESTIONS CLINT HERBIC • Read the questions, we change them from time to time • Have a library of projects and pick the ones most relevant to the proposed project • Explain how your prior projects are relevant to the proposed project or explain any relationships that exist between prior projects and proposed project • Always read the final product before submitting • Make our work difficult for us

PRESENTATION OVERVIEW CLINT HERBIC • Adjust your presentation to the questions, they change quite often • Jump right in – start with question one and skip the “fluff” • Practice and watch your time

FORMAT OF PRESENTATION SCOTT LIVERNOIS • Materials to bring and available technology/tools for you to use • Set up of the room • Presentation followed by Q&A • Helpful tips

QUESTION ONE CLINT HERBIC Communication and Proposed Staff (0 -10 points) • How will you help the principal communicate news of project with the community? • Share or show a specific example of how you will help the district showcase the project and its economic impact on the community. • Provide a leave behind which confirms your proposed team. Verbally explain any changes to your proposed team (from your submittal team) and why these changes were necessary.

QUESTION TWO SCOTT LIVERNOIS Local subcontractor participation (0 -5 points) • How do you advertise to local subcontractors? • Share three examples of similar scope projects and how much $ those projects gave back to the local community, how much $ stayed within Pinellas County. • Your definition of local subcontractor. This can be shown as an actual definition or a graphical image (ex. Pinellas County only, or neighboring Counties that touch Pinellas)

QUESTION THREE DOUG POLLEI Cost Control and Value Engineering (0 -15 points) • From the owner’s perspective what we look for in a successful project is the architect’s design is intact, the budget is in check and the project is delivered in accordance with the GMP’s schedule • Hopefully your construction estimate aligns with our estimated cost of construction, however, if it is over our budget we need for you to show us options to bring the project within the budget. • We want to see how creatively your team can solve these issues and the best way would be to provide similar examples and how they can be used on this project. • Show us both short term and long term impacts on the return of investment of building systems.

QUESTION FOUR MIKE HEWETT Knowledge of the Project, Site, and Educational Needs of the School (0 -25 points) • Share specific information regarding your understanding of the top three challenges you will face on this project • Discuss any site conditions that will be a challenge or may assist you in delivering a successful project • Explain how your plan for the project will ensure the integrity of the learning environment and how the project will contribute to student success upon it’s completion

QUESTION FIVE RICK BEVILACQUA Overall Approach and Scheduling (0 -45 points) • Overall Approach: • Preconstruction Services • Discuss in detail how you will sequence your work. • Mobilization • Execution of scope of work • Graphically show the execution of the scope of work and phasing if required. • Explain your leadership plan for control, direction, coordination of work performed and your collaboration process for working with the district’s staff and design team. • Review challenges you may anticipate with the project.

QUESTION FIVE RICK BEVILACQUA Overall Approach and Scheduling (0 -45 points) • Schedule: • Discuss and graphically show in detail all the key elements of your proposed schedule for the successful completion and closeout of a project. • Preconstruction services • Procurement • Scope of work (Phasing/Buildings) • Key milestones such as: • • School Testing • Move-in dates • Inspections Project closeout • Discuss how you monitor the schedule between tasks to ensure the project is on schedule. • Discuss if the project’s critical path of schedule falls behind what you will do to get it back on schedule.

CLOSE & QUESTIONS • Next round of projects expected to be released for design within one month