Efficient Project Delivery Methods
for Repair, Renovation,
Sustainability, Construction
Prepared for Pentagon/WHS-FSD| October 2014
Peter Nicholas Cholakis
Leading Software Developer/Marketer
Decades of Owner/Contractor Experience
RSMeans Data Experts
Thought Leadership/Education
“In the long history of humankind,
those who learned to collaborate and
improvise most effectively have
prevailed.”
– Charles Darwin
Today’s Topics
Importance and currently available collaborative project delivery methods
Description of key characteristics of a collaborative project delivery method
Roles and responsibilities of Owners, AE’s, Contractors
Importance of standardized information and supporting technology
Economic and Environmental Drivers
Altered World Economic Landscape
– AECOO Productivity has DECLINED for over 40 years
– Budgetary Pressures
Non-renewable Resources & Climate Change
– Built environment is a major contributor
Construction - Fundamental Change
Owners pay the bills:
Thus, it’s the Owner’s responsibility to drive/require LEAN management processes, education/awareness, and the adoption of supporting technologies to improve construction productivity.
Industry understanding and support of LEAN processes (IPD, JOC, PPP…) and life-cycle management.
Factors Affecting Adoption of Efficient Construction Methods
• Executive leadership & support
• Human resources
• Process & Information needs/capabilities
• Risk perception
• Financial resources
Organizational Issues
Standards Market Factors
• Economics• Climate Change• Mandates• Stakeholder demands
• BIM Ontology• Cloud Computing• Integrated Project Delivery• Education, Support, & Training
Requirements for Change – Check List
A Robust Ontology (Terms, Definitions, and Associations)
Life-cycle cost focus vs. prevalent first-cost mentality
Migration from linear strategy-design-construction-
demolish to multi-faceted, cyclical portfolio
management-project delivery-property management
model
“Trust but measure” – Owners can’t manage what they don’t measure - Transparency
Lifecycle ManagementToday’s Focus
Traditional vs. Collaborative Construction Project Delivery Methods
Design-Bid-Build (DBB)
Design-Build (DB)
CM-at-Risk (CMAR)
UNPRODUCTIVE
ANTAGONISTIC / LEGAL DISPUTES MUTUALLY BENEFICIAL RELATIONSHIPS
Integrated Project Delivery (IPD)
Job Order Contracting (JOC)
Public Private Partnerships (PPP)
INFORMATION SILOS TRANSPARENCY
Traditional vs. Collaborative Construction Project Delivery Methods
What is JOC / JOB Order Contracting
3-5 Year Contract Construction Delivery Method A “Better Way” for the Numerous
Renovation, Repair, Sustainability Construction Projects
Costs Developed Using a Unit Price Book (UPB) and a Co-efficient
Performance-based Transparency Collaborative Win/Win for Owners/Contractors/AEs
JOC Requirements
Right Teams
Unit Price Book (RSMeans)
Owner Estimates (IGEs)
Performance Bases
Transparency
Supporting Technology
Training
JOC Benefits
On-Time / On-Budget Projects
Fewer Change Orders
Enhanced Communication
Shorter Procurement and Project Timelines
Transparency
Longer Term Relationships
Higher Satisfaction for ALL
PROVEN – 25-year track within the DOD
EFFICIENT - Reduces engineering, design, & procurement time
LONG-TERM - Typically 3-5 year contracts
PARTNERING – Requires teamwork – owners, contractors, AE’s
PERFORMANCE-based - Contractors selected value / qualifications
CONVENIENT – Construction services from concept to close-out
JOC Basics
Shorter Procurement, Fewer Change Orders = Savings
Shorter Procurement, Fewer Change Orders = Savings
Track & Manage each project from inception to completion.
Manage a single project, entire contract, or multiple contracts.
All project milestones, concept thru warranty period.
Display status of each project Maintain a complete cost
history Record all estimates
associated with a project. Review value of all projects
awarded on a specific contract, or to a specific contractor.
Report pre-negotiation strategies and post-negotiation summaries.
Programming Estimate
Estimates from Each Design Stage
Final Detailed Cost Estimate
Initial Contractor Proposals
Technically Evaluated Proposals
Final Revised Contractor Proposals
Modifications & Changes Orders
JOC Process
Supporting Technology
Integration of Proven Construction Delivery Methods / Project Management
Standardized Cost Data Architectures / Taxonomies (i.e. RSMeansTM – 400,000 line items)
Comprehensive Document Management
Electronic Visualization / QTO (i.e. eTakeoffTM)
Supporting Technology
• Collaborative Software Application
• Cloud Computing?
• Contract Management
• Project Management
• Document Management
• Visualization / QTO
• Owner / Contractor/AE Modules
• Integration
Manage Multiple Contracts
Compare, Evaluate, Negotiate, Award
Visual Estimating / QTO / Pattern Search
Future
“WIN-WIN”
Integration of best-in-class, new life-cycle focused processes,
technologies and services.
Proprietary, vendor
dependent development
Non-proprietary, open standards/development
Storage Costs Approaching Zero
Traditional Databases Dying
Data Never Lost
Information Linkages
Information Reuse
Capabilities/Expertise
Technology
Cost Estimating
RSMeans Data
Federal Sector
Process
Integrated Project Delivery
IDIQ
Products/Services
e4Clicks CeaselDiverse Training
Ceasel Cloud Cost Estimating
Ceasel
PEOPLE
PROCESS
INFORMATION
TECHNOLOGY
Create, Visualize, and Share
Standardized, Accurate, and
Reusable Information.
Increase Productivity
What is Ceasel?
The BEST electronic presentation of
RSMeans Cost Data
Collaborative Line Item Cost Estimating
Solution – Microsoft Azure Cloud
Blazing Fast with Multiple Patents Pending
A Tool for Connecting People, Information,
and Process, Anytime, Anywhere
28
Evolution of Cost Estimating/Project Management
Cloud Computing
Benefits – Ceasel Cloud Computing Architecture
Collaboration - users work concurrently on projects in real-time…virtually anyone, anywhere, anytime.
Data Integrity – Information is NEVER deleted. Changes can be “rolled back” at any time by authorized administrators.
Data Protection – You determine how, when, and where to publish data: your private area, as read only to specified members within a private cloud, all members in a private cloud, or publish information to all members in public cloud.
Benefits of Ceasel’s Cloud Computing Architecture
Visualization – Project participants see data earlier in the project life-cycle, driving fewer change orders, faster project timelines, and virtual elimination of legal disputes.
Agility – Rapid deployment, monitoring, and the ability to quickly update processes and policies.
Virtually no resource required of internal “IT” for deployment or applications specific changes, computing power, storage space, etc.
Benefits of Ceasel’s Cloud Computing Architecture
Mobility – Resources can accessed from multiple locations.
Centralization of Information – While information can be gather from distributed locations, consolidation and global oversight is supported to assure mission success.
Business Continuity –Internet access is sole requirement. Data centers provide multiple redundancies.
Ceasel’s Metro Interface
Line Item Modifiers with Full Descriptions in Plain English
Ceasel Roadmap
Cloud Cost Estimating
Job Order Contracting
All Construction Delivery Methods
Associated Workflows Supported by
Digital Technology
Enterprise cloud application and
associated plug-ins to assist in
collaborative life-cycle management
of the built environment.
Cost
Estimating
Life-cycle
Modeling &
Decision Support
Efficient Project
Delivery
Ceasel Availability
Module1 – RSMeans line item estimating at
estimate and project level. Beta Now!
Module2 – Full Program, Project, and Document
management for JOC, SABER, IDIQ, SATOC,
MATOC, MACC, POCA, BOA. (2015)
39
40
“In the long history of humankind,
those who learned to collaborate and
improvise most effectively have
prevailed.”
– Charles Darwin
Q&A
Peter Nicholas Cholakis4Clicks Solutions
www.4clicks.com
Presenter Bio
Chief Marketing Officer for 4Clicks Solutions (www.4clicks.com), leading provider of cost estimating and project management software and solutions to the DOD Sector, and software provider for RSMeans JOCWorks.
Former Senior Consultant for RS Means / Reed Business Information – Strategic partnering with BIM and cost estimating software OEMs as well as large end users.
Established VFA as thought leader in the facilities consulting and condition assessment industry.
Defined the CPMS (Capital Planning and Management Solutions) strategic concept effectively bringing it to a market that VFA dominated for years including the higher education and government segments
Exceptional domain knowledge and expertise in facilities lifecycle costs and total cost of ownership applicable to various market segments including corporate and healthcare
Seminal thinker on TCO (total cost of ownership) applicable to construction and facilities industry associations including FFC, APPA, NASFA and IFMA