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Update on PM/CM Selection Process by the Board of Trustees - February 2005

This document outlines the agenda and updates from the selection process of Program and Construction Management (PM/CM) firms conducted by the Board of Trustees on February 8, 2005. Key topics include the roles and responsibilities of the firms, selection criteria, and the timeline of the Request for Qualifications (RFQ) and Request for Proposals (RFP). It details the evaluation procedures and next steps in finalizing the selection, with insights from trustees and management, ensuring transparency in the process.

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Update on PM/CM Selection Process by the Board of Trustees - February 2005

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  1. Program / Construction Management Selection Process Board of Trustees Update February 8, 2005

  2. PM/CM Selection Process Agenda • Selection Committee • Roles & Responsibilities of Program Management (PM) & Construction Management (CM) firms • PM/CM Selection Criteria • PM/CM Request For Qualification (RFQ) / Request For Proposal (RFP ) Process • BOT Interviews • - 3DI • - Swinerton • PM/CM Selection Committee Review • Next Steps

  3. Selection Committee • Dr. Frances White - Superintendent/President • Wanden Treanor - Trustee • Harry Moore - Trustee • Al Harrison - Interim VP, Business Services • Bob Thompson - Director of M&O • Yulian Ligioso - Director of Fiscal Services • Ben Cayabyab - Buyer, Fiscal Services • José D. Nuñez - Measure C Consultant • Don Flowers - Classified Staff • Gene Clements - Faculty • Carolyn Sanders - Administrative Support

  4. Program Management (PM) Responsibilities: • Implements all Aspects of Measure C • Overall Program-wide Scope of Work • Overall Program-wide Construction Organization • Overall Program-wide Communications • Overall Program-wide Schedule • Overall Program-wide Financial Management • Overall Program-wide Quality Control • Overall Program-wide Logistic & Safety

  5. Construction Management (CM) Responsibilities: • Overall Campus Wide Construction Projects • Coordination with District, PM and College Staff • Conducts Project Design & Code Reviews through CD/WDs • Coordinates Activities of Contractor(s) • Generates Detailed Project Schedule • Manages & Maintains Project Budget & Fiscal Controls • Manages & Maintains Project Documents • Manages & Maintains Project Controls

  6. Construction Management (CM) Responsibilities: • Move Management (All Aspects) • Design & Code Constructability Reviews through CDs • Coordinates Activities of Multiple Contractors & Vendors • Generate Detailed Project Schedules • Manage & Maintain Project Documents • Produce & Evaluate Construction Estimates at SD/DD/CDS • Ensure Overall Campus Communications

  7. PM/CM Selection Criteria • Experience with DSA (Mandatory) • Experience with CCC Chancellor’s Office (State) • Experience in Higher Education Projects (Mandatory) • Knowledge of K – 14 Construction in CA • Experience in Design Build Contracts • Experience & Approach to Value Engineering • Experience with Complex Financial Management • Experience with Program Controls • Approach to Program Planning and Design

  8. PM/CM Selection Criteria (cont.) • Experience & Approach to Cost Estimating • Experience & Approach to Bidding • Experience & Approach to Multiple Contract management • Experience & Approach to Construction Administration • Experience & Approach to Project Management • Experience with Managing Multiple Disciplines • Experience & Approach to Design Management

  9. PM/CM Selection Criteria (cont.) • Experience with Move Management • Experience & Approach to Communications • Experience with Public Contract code • Experience with Bond Programs & Financing • Experience with Shared Governance • Size, Experience, & Composition Firms • Responsiveness to RFQ • Business Practices

  10. Program/Construction Management RFQ/RFP: The Process • Selection Committee - Established 10/8/04 • Public Notices Published - 10/28, 11/5/04 • Mandatory Prebid Briefing Conducted (30 Firms) - 11/11/04 • RFQ Issued (9 Firms Responded) - 11/11/04 • RFQs Screened, Long List Established (4 Firms) - 12/17/04 • Request For Proposal Issued (RFP) - 12/17/04 • Long-Listed Firms Interviewed - 1/27/05 • BOT Interviews Finalist Firms (2 Firms) – 2/8/05 • Notify Selected Firm / Authorized Staff to Negotiate Contract– - TBD • Negotiate contract (March / April BOT) • Assign Tasks

  11. PM/CM Interview Procedures • Interview • Firm Presentation – 25 Minutes • Board Question & Answer – 15 Minutes • Break & Setup – 10 Minutes • Specific Reponses to Specific Questions • Shared Governance • Financial Management • Scheduling • Program Controls & Reporting • Communications

  12. Interviews • 3D/International • Swinerton Management & Consulting

  13. PM/CM Committee Evaluations • Statement of Qualifications Technical Content • Financial Strength • Request for Proposal Technical Content • Reference Checks • Elimination Interviews – 4 Firms - Presentation (Format / Interaction) - Reponses to Committee Questions • Recommendation – 2 Firms

  14. Questions & Answers Carolyn Sanders 415-485-9343 Carolyn.Sanders@marin.cc.ca.us José D. Nuñez 650-574-6512 nunezj@smccd.net

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