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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

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Page 1: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Efficient Project Delivery Methodsfor 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

Page 2: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

“In the long history of humankind, those who learned to collaborate and

improvise most effectively have prevailed.”

– Charles Darwin

Page 3: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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

Page 4: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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

Page 5: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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.

Page 6: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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

Page 7: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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

Page 8: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis
Page 9: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Lifecycle ManagementToday’s Focus

Page 10: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Traditional vs. Collaborative Construction Project Delivery Methods

Design-Bid-Build (DBB) Design-Build (DB) CM-at-Risk (CMAR)

UNPRODUCTIVEANTAGONISTIC / LEGAL DISPUTES

EFFICIENTMUTUALLY BENEFICIAL RELATIONSHIPS

Integrated Project Delivery (IPD) Job Order Contracting (JOC) Public Private Partnerships (PPP)

INFORMATION SILOS TRANSPARENCY

Page 11: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Traditional vs. Collaborative Construction Project Delivery Methods

Page 12: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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

Page 13: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

JOC Requirements

Right Teams Unit Price Book (RSMeans) Owner Estimates (IGEs) Performance Bases Transparency Supporting Technology Training

Page 14: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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

Page 15: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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

Page 16: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Shorter Procurement, Fewer Change Orders = Savings

Page 17: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Shorter Procurement, Fewer Change Orders = Savings

Page 18: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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

Page 19: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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)

Page 20: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Supporting Technology

• Collaborative Software Application• Cloud Computing? • Contract Management• Project Management• Document Management• Visualization / QTO• Owner / Contractor/AE Modules• Integration

Page 21: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Manage Multiple Contracts

Page 22: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Compare, Evaluate, Negotiate, Award

Page 23: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Visual Estimating / QTO / Pattern Search

Page 24: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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

Page 25: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Storage Costs Approaching Zero

Traditional Databases Dying Data Never Lost Information Linkages Information Reuse

Page 26: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Capabilities/Expertise

Technology

Cost Estimating

RSMeans Data

Federal Sector

Process

Integrated Project Delivery

IDIQ

Products/Services

e4Clicks Ceasel Diverse Training

Page 27: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Ceasel Cloud Cost Estimating

Ceasel

PEOPLE

PROCESS

INFORMATION

TECHNOLOGY

Create, Visualize, and Share Standardized, Accurate, and Reusable Information.

Increase Productivity

Page 28: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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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Page 29: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis
Page 30: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Evolution of Cost Estimating/Project Management

Cloud Computing

Page 31: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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.

Page 32: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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.

Page 33: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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.

Page 34: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Ceasel’s Metro Interface

Page 35: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Line Item Modifiers with Full Descriptions in Plain English

Page 36: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis
Page 37: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis
Page 38: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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

Page 39: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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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Page 40: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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“In the long history of humankind, those who learned to collaborate and

improvise most effectively have prevailed.”

– Charles Darwin

Page 41: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis
Page 42: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis
Page 43: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis
Page 44: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

Q&A

Peter Nicholas Cholakis4Clicks [email protected]

Page 45: Efficient Project Delivery Methods for Repair, Renovation, Sustainability, Construction Prepared for Pentagon/WHS-FSD| October 2014 Peter Nicholas Cholakis

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