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Owner's
Guide to a Successful Project
To
the inexperienced owner, just the thought of designing and constructing
a new facility brings pangs of anxiety. Worse yet, anticipating the
renovation of an existing facility while continuing ongoing operations
likely brings thoughts of pursuing a different line of work.
The
ACE (Architects, Contractors & Engineers) Committee of NH has
carefully considered the issues of both the construction process and
owners' perceptions, expectations and goals. This outline provides a
straightforward discussion of the questions most often heard from owners
as they begin the process of procuring professional design and
construction services.
The
question of the best or most appropriate delivery system (conventional
bid, construction management, design-build) has been included just prior
to this outline. It is a complex issue involving project specific
questions best addressed through discussions with your design or
construction professional. The questions posed, however, should afford
both the first time and experienced owner a better understanding of the
design and construction process.
What
are the most important criteria for selecting an architect, contractor
or engineer?
The
selection of your design and construction professional is clearly the
most critical decision you will make in developing your project. There
are several important questions to be asked when reviewing a firm's or
individual's qualifications.
Does
the firm or its key personnel have experience with similar projects?
Similar
projects include not only those of similar use, but also projects of
similar size, cost or complexity. Has the firm or its key personnel
successfully completed projects under similar development conditions?
Development
conditions may include:
Geographic location
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Renovations (both occupied and unoccupied)
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Schedule (fast-track, phased, etc.)
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Special environmental conditions (winter construction, hazardous
materials, wetlands, special permitting, etc.)
How
will you staff my project?
Will
the same personnel be assigned throughout the duration of the project?
What
are the educational and experiential qualifications of key personnel?
What
is the concurrent workload of both the firm and key personnel?
Perhaps
most importantly, insist on meeting with the key individuals to be
assigned to your project.
Which
references are most important to check?
References
are very important in that they create a historical image of the firm.
Time should be the only limiting factor in the references which you
check. Some specific areas to research are:
Financial - banks, lenders, credit rating
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Trade - suppliers, service accounts
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Clients - especially recent and similar project types
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Industry Peers - competitors
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Authorities and Agencies - especially those that might be involved
in your project Safety Records
Are
there any issues apart from professional qualifications that I should
consider?
Often
there are particulars of your project that will impact a choice between
two otherwise equally qualified firms. Some issues to consider are:
Does it matter if my contractor is union organized?
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Is
direct experience with local authorities a "must"
qualification?
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Is
participation by local firms necessary to insure voter or other
approvals?
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Once
I have a complete set of documents, do I have a guaranteed construction
price?
Unfortunately,
the answer to this question is no. The design and construction of a
facility is a very complex process involving scores of firms, hundreds
of personnel and thousands of components. No amount of prior planning,
regardless of cost, can anticipate every possible scenario. The
following are just a few of the many events that may occur during the
development process which effect the size, quality and cost of your
project:
Complete
Documents:
All
quality design professionals seek to prepare accurate and complete
documents. Each project, however, is a unique and custom creation, never
before constructed under exactly the same conditions. It is impossible
to even approximate "complete" documents without expending
many times the amount of fees traditionally budgeted for construction
projects. Minor revisions and additions to design documents should be
expected in all projects.
Unforeseen
Conditions:
The
exact nature of subsurface site conditions and concealed conditions in
existing construction are difficult and expensive to discover prior to
construction.
Changes
in Codes and Regulations:
During
the development process a regulatory change may mandate a change to the
project specifications. Code authorities may also reconsider or alter
prior decisions, again requiring a field change.
Act
of God/Nature:
Severe
and unusual conditions can affect your project through damage or delay.
Some conditions may not be insurable.
Material
Shortages:
Strikes,
weather, regulatory issues and other unforeseen events may result in
delays or require the substitution of more expensive materials.
Changes
in Scope:
Changes
in your own organization may require that the project be revised during
construction.
If
changes during construction are possible or even likely, how do I plan
for these unknowns?
First,
by working with qualified, experienced professionals the likelihood of
unreasonable extras is diminished. Second, prepare for possible
unforeseen conditions by funding site and existing facility
explorations. Your professionals can assist you in determining the
reasonable extent of such studies. Lastly, always allow for a
contingency item in your total project budget. Again, your design or
construction professional can recommend an appropriate contingency for
your specific project.
What
types of protection do I have that will assure that my project is of
high quality and completed on time and budget?
Clearly,
the best protection an owner can provide is to work with the highest
quality design and construction professionals available. Having done
this, there are other specific protections to be considered.
Design professionals professional liability insurance.
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Contractor/subcontractor performance and payment bonds.
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Lien waivers required with each contract progress payment.
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Joint checks for subcontract and/or material payments.
What
does the Owner contribute to the development and design process?
There
are many critical aspects of a successful project that are controlled
and managed by the owner. A few of the most important are:
Establish clear goals and objectives at the beginning of the
project.
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Commit the necessary financial resources and communicate budget
constraints to all team members.
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Appoint an owner's representative who is capable, responsive and in
a position of authority.
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Provide accurate information on sites, soils, existing buildings,
etc.
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Foster a spirit of cooperation and communication between all team
members.
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Maintain an open mind to creative solutions, thereby eliciting the
best from all team members.
The
AGC hopes to have
provided you with useful information. It is our sincere belief that by
gaining a full understanding of the design and construction process and
working closely with qualified professionals, each of your projects can
be an enjoyable and outstanding success.
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