Efficient project delivery joc focus - 20141030

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

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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)

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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

pcholakis@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