Optimum cm presentation 6-15-12

Optimum Construction Management, LLC.

Overview

?

Why hire a Project Manager

Manage the personnel◦ Coordinate the myriad of activities and companies

Public utilities Engineers, architects and designers Contractors Permits/Zoning issues FF&E and specialty systems Movers

◦ Coordinate the Project Schedule◦ Procure/Oversee the many consultant contracts

Manage the financial considerations◦ Create a complete Project Budget◦ Provide monthly cost and schedule updates

Manage the expectations and outcomes◦ Provide unbiased professional guidance◦ Hold the design and construction teams accountable

Who is going to … ?

Have the time and expertise to undertake the investment risks associated with tight deadlines and a multi-level project management tasks?

Have the experience of real world projects which build a greater insight and skill than a class room or book. Experience always trumps knowledge.

Does your staff … ?

Hire professional construction personnel with experience, dedicated to the project

Outsource to project management firms

How do you manage projects then?

You want to ◦ Manage risk◦ Maximize profit◦ Optimize your resources

Why?

OCM has the right experience, knowledge and contacts

OCM has a track record of projects completed on time and under budget

OCM will provide a steady reference point on your project.◦ The Plumb-bob has been used since

the time of Ancient Egypt to ensure that constructions are “plumb" or vertical

Why Optimum Construction Management?

Optimum Construction Management, Inc.

Details

High Level Overview Services Phases of the Project OCM Role/Responsibilities Projects List Photo Gallery Key Personnel References

Table of Contents

Optimum

Construction

Management, Inc.

Comprehensive Management of Every Project Phase

• Optimum use of available funds• Control of the scope of the work• Project pre-planning and scheduling• Optimum use of design and construction firms' skills and talents• Management of delays, changes and disputes• Enhancing project design and construction quality• Optimum flexibility in contracting and procurement• Cash flow management

Optimum

Construction

Management, Inc.

Services

• Construction Management of Base Building Projects• Construction Management of Interior Renovations• Master Planning• Energy Conservation• Sustainable Design and Solutions (LEED certified)• Feasibility Studies• Due Diligence • Facility Maintenance - Contracts and Construction

Phase I – Concept Design & Planning

Phase II – Construction Documents

Phase III – Permitting, Bidding and Contract Negotiation

Phase IV – Construction and Contract Administration

Phase V – Occupancy and Project Close Out

Phases of the Project

Phase I – Concept Design & Planning

◦ Assist in the selection process regarding the hiring of architects and MEP engineers

◦ Assist the Owner in determining a needs assessment (Owner/Architect)

◦ Assist in preparing a feasibility study◦ Prepare RFP, coordinate interview and selection process

for necessary consultants◦ Assist in the preparation of Master Program Requirements

and Conceptual Design plans◦ Prepare a Master Schedule with a Project Schedule

including responsibilities for all parties involved (OCM & A/E)

◦ Prepare preliminary financial parameters including potential site and building costs, contingencies, fees, permits, utilities, relocation costs, furniture, fixtures, equipment and specialty systems such as telephone/data, A/V, theatrical lighting and security (OCM & A/E)

◦ Assist in obtaining land use and zoning approvals

OCM Role and Responsibilities

Phase II – Design and Construction Documents

◦ Assist in the selection process regarding the hiring of additional consultants, engineers and cost consultants

◦ Coordinate consultants to deliver required design documents according to the Project Schedule

◦ Constructability review to identify risks, variables and opportunities

◦ Following the issuance of the Schematic Design documents, prepare a Schematic Design Estimate on a cost per foot order of magnitude. Provide value engineering (“VE”) suggestions. Provide comparison to outside cost consultant estimate. Recommend project budget to Owner for approval

◦ Following the issuance of the Design Development documents, coordinate the preparation of an estimate from an outside cost consultant. Provide value engineering (“VE”)

◦ Coordinate completion of permit documents and readiness for permit submission for each agency

OCM Role and Responsibilities (cont’d)

Phase III – Permitting, Bidding and Contract Negotiation

◦ Coordinate applications for all site and building permits (Duration of the review and approval processes are subject to the local jurisdictions and may impact the project schedule and cost of the project)

◦ Pre-qualify contractors and recommend list of bidders for Owner’s approval

◦ Oversee the bid, negotiations and provide recommendations to award and administer all contracts for the Owner’s signature

◦ Assist the utility consultant in the coordination of activities with the utility companies (electric, gas, telephone, CATV, water and sewer) to include preparing relocation plans, new service routing plans, easements, cost estimates in a timely manner and assist the Owner with applying for utility service

◦ Assist in the coordination of public transportation agency issues such as public road access, street improvements, traffic signals (if required) and traffic impact studies

◦ Initiate contracts for third party inspections by required agencies

OCM Role and Responsibilities (cont’d)

Phase IV – Construction and Contract Administration

◦ Project forecast cost to complete to include actual and potential change orders

◦ Chair regular on-site Owner, Architect and Contractor meetings

◦ Together with Architects, Engineers and inspection agencies, monitor the quality and progress of the job

◦ Together with Architect and Engineers, address contractor questions and submittals in a timely manner as they relate to cost and time

◦ In conjunction with the necessary consultants, review, negotiate and recommend change order approvals

◦ In conjunction with Owner, Architect, Engineers and Contractor, develop a Punch List of items remaining to be completed at Substantial Completion

OCM Role and Responsibilities (cont’d)

Phase V – Occupancy and Project Close Out

◦ In conjunction with the necessary consultants negotiate and finalize all outstanding change orders

◦ Manage Punch List items◦ Assist in obtaining an occupancy permit◦ Collect as-built documents and warranties and turn

them over to the Owner◦ Initiate inspections by various agencies holding

bonds◦ Coordinate Civil Engineer’s completion of bond

release items◦ Assist the Owner as they begin to occupy their new

facility to make certain that the Owner and the facilities manager are satisfied with the condition of their new facility

OCM Role and Responsibilities (cont’d)

Governmento CIA - Multiple interior renovation projects for the CIA at Langleyo NOAA - estimating and project management for $17M tenant improvements and structural modifications

to Silver Spring Metro Center,o Office of the Vice President of the United States -served as Construction Adviser on the $1 M

renovation of the Vice President’s residence at the Naval Observatory (provided expert advice and was liaison between Vice President and Mrs. Quayle the General Contractor and various government agencies)

o Corp of Engineers - Pumping Stations at Fort Belvoir, VAo Dept of the Navy - Hangar Apron Repair at the Patuxent Naval Air Stationo City of Leesburg - Leesburg Water Treatment facility in Leesburg, VA.o Government of Turkey - $1.2M renovation of the Turkish Military Attaché’, Wash DC

Historic Renovationso Office of the Vice President of the United States -served as Construction Adviser on the $1 M

renovation of the Vice President’s residence at the Naval Observatory (provided expert advice and was liaison between Vice President and Mrs. Quayle the General Contractor and various government agencies)

o University Club, Washington, DC - $4.5M addition of a fitness center on the 2nd floor, renovation and expansion of the ladies locker room, renovation of the meeting facilities; $870K Fire Alarm and sprinkler upgrade along with the addition of new bar/lounge.*

o Sulgrave Club, Washington, DC - multiple projects including a kitchen renovation, meeting room and ballroom restorations, sprinkler and fire alarm upgrades.*

o The Hay Adams, Washington, DC - $20M historic renovation and modernization project which was completed in the required 4 months construction schedule. Management of all consultants and contractors from feasibility thru closeout, including: interior design oversight, FF&E procurement, and delivery. *

Projects List

Country Clubs/Downtown Clubs

o Kenwood Golf & Country Club, Bethesda, MD - $8M Fitness Center including locker rooms, full service spa, a 7 lane indoor pool complete with hot tub, a studio exercise room and child care services. It is also home to the new tennis pro shop.*

o Chevy Chase Country Club, Chevy Chase, MD - $10.2M pool and tennis facility including 16 tennis courts, 3 swimming pools and a tennis pro shop.*

o University Club, Washington, DC - $4.5M addition of a fitness center on the 2nd floor, renovation and expansion of the ladies locker room, renovation of the meeting facilities; $870K Fire Alarm and sprinkler upgrade along with the addition of new bar/lounge.*

o Sulgrave Club, Washington, DC - multiple projects including a kitchen renovation, meeting room and ballroom restorations, sprinkler and fire alarm upgrades.*

o Congressional Country Club, Bethesda, MD -$30M. Pub, Fitness center and new pool area*

o Country Club of Fairfax, Fairfax, VA - $12M. Master planning*o River Bend Country Club, Great Falls, VA - $7M. Renovation*o Washington Golf &Country Club, Arlington, VA $15M. Renovation*o Woodmont Country Club, Rockville, MD, $6.8M. Renovation and tennis facility*

Projects List (cont’d)

Churcheso Cornerstone Church, Knoxville, TN – $8M new facility including a 750 seat

sanctuary with associated A/V and theatrical lighting, administrative and class room areas.*

o Reston Bible Church, Sterling, VA – $18M new construction of a 48,000 sf, 930 seat main sanctuary, children’s classrooms, meeting rooms, administrative area and separate 10,000 sf youth building.*

o McLean Bible Church, Tyson’s Corner, VA – $15M partial renovation of the National Wildlife Federation building into a phase 1 sanctuary, children’s ministry area, parking deck and associated master plan site package. *

o Lakeview Christian Center, New Orleans, LA – Demolition of existing facility destroyed by Hurricane Katrina and the construction of a new $10.5M, 65,000 sf new facility including a 750 seat sanctuary associated A/V and theatrical lighting, children’s classrooms, meeting rooms, and administrative area.*

o Kingsway Community Church, Richmond, VA - $5.5M, 40,000 sf new church facility including a 550 seat sanctuary with associated A/V and theatrical lighting, administrative and class room areas.*

o Covenant Life Church, Gaithersburg, MD – Renovation of administrative and children’s ministry areas, new kitchen facility and High School basketball court.*

Projects List (cont’d)

Multi-Family Residentialo Covenant Village Senior Housing, Germantown, MD $15.3M independent senior living

affordable housing project, Including 89 units, Hair salon, fitness center, wellness center, kitchen and community room.

o The Woodlands Senior Housing, Fairfax VA - $45M, 103 luxury unit independent living facility, including dining room, full-service kitchen, day spa and pool, theater, library, meeting rooms, café and administrative areas.*

o Life Creek Village Senior Housing. Milwaukee, WI – (currently in design, pending financing). $15.5M, 80 unit senior affordable housing units including: Hair salon, fitness center, wellness center, kitchen and community room.

o Global Mission Village Senior Housing, Fairfax, VA– (currently in design, pending financing). $15.5M, 92 unit senior affordable housing including: Hair salon, fitness center, wellness center, kitchen, and community room.

Hotelso The Hay Adams, Washington, DC - $20M historic renovation and modernization project

which was completed in the required 4 months construction schedule. Management of all consultants and contractors from feasibility thru closeout, including: interior design oversight, FF&E procurement, and delivery.*

o Capitol Hilton, Washington, DC - $855K meeting room and exterior entrance renovation.*

o Hampton Inn, Quantico, VA

Projects List (cont’d)

Schools o Ivymount School, Rockville, MD – $8M, 70,000 sf facility including partial demolition,

renovation and addition including new gym facilities office space, classrooms, library, occupational and physical therapy. $1.2 Annex project renovation and addition for post high school students.

o Sidwell Friends School, Washington, DC - $8M LEED Platinum Middle school renovation, demolition, and addition, including constructed wetlands, solar chimneys, natural ventilation, photovoltaic's, green roof, re-cycled and rapidly renewable products, water efficient landscaping, and natural lighting.*

o Sandy Spring Friends School, Sandy Spring, MD – $15M three base buildings, renovating three existing buildings and a large site component, including a new Middle School, Performing Arts Cent and Gym Facility. Renovations including the lower school and cafeteria.*

o Mercersburg Academy , Mercersburg, PA - $25.5M Burgin Center Performing Arts Centero Mercersburg Academy , Mercersburg, PA - $14M Natatorium addition and renovationo Potomac School, McLean, VA – $32M Upper School o Potomac School, McLean, VA – $24M Lower School o Fourth Presbyterian School, Potomac, MD – Design and Bid $18M new facility to be

Silver LEED certified. (project was not built due to financing), $2M Pre-engineered Gym facility, temporary classroom

trailer, and playfield.* * completed under JFW Inc.

Projects List (cont’d)

Photo Gallery

Cornerstone Church - TN

Hay-Adams Hotel – D.C.

Photo Gallery (cont’d)

GMVSH – Fairfax, VA

LCVSH –Milwaukee, WI

Photo Gallery (cont’d)

Lakeview – New Orleans, LA

Woodlands – Fairfax, VA

Photo Gallery (cont’d)

RBC – Dulles, VA

CVSH – Germantown, MD

Photo Gallery (cont’d)

University Club – D.C.

Sulgrave Club - D.C..

Photo Gallery (cont’d)

Kenwood Country Club

Congressional Country Club

Photo Gallery (cont’d)

Burgin Center

Natatorium

Mercersburg Academy

Photo Gallery (cont’d)

Washington Golf & Country Club

Congressional Country Club

Photo Gallery (cont’d)

Hay Adams

Sidwell Friends Middle School

Thomas B. Kummer, LEED AP BD+CPresident 

SUMMARYo Sr. Project Executive with a 33-year record of successful project leadership on

multimillion-dollar development and construction projects. Experience includes the following responsibilities for commercial, government and private sectors: Off and on site management of staff and professional consultants; Budgeting, cost control and change order management; Contract buyout; Project scheduling; Utility coordination and procurement; Bidding/estimating and proposal preparation; Value Engineering; Permitting; Subcontractor/Crew supervision; QA/QC/Field; Project Closeout. Backed by strong credentials and a proven history of on-time, on-budget and high-quality project completions.

EXPERIENCE:o Responsible for overall project leadership and coordination for construction of private

schools, hotels, country clubs, churches, and commercial office space throughout the country ranging from $1M-$45M. Provide comprehensive project planning that creates accountability for all project participants and provide experienced technical guidance throughout all phases of the project. Oversee and manage plan execution in the most expeditious and cost effective way possible from concept, through design and construction.

Key Personnel

CF. “Rick” DemingExecutive Vice-President 

SUMMARY◦ Sr. Vice President and Project Executive with a 35-year record of real

estate development and construction projects managing over $300 million worth of development projects Rick oversees research and feasibility studies, future project development, project management services and manages consultant teams.

EXPERIENCE:o Responsible for all phases of project management for commercial base

building, tenant fit out, hospitality, schools, country clubs and spevialty projects, including : master planning, zoning issues, permitting, public utility coordination, pre-construction services, value engineering, estimating, procurement, scheduling, quality control, reviewing submittals, requisitioning, contract management, resolving design and construction issues, and project close-out.

Key Personnel (cont’d)

Todd Chamberlain – Kenwood Country Club 301-320-3010 David Conroy – University Club 202-296-2347 Robert St. Francis – Sulgrave Club 202-462-6145 James Wallace – Gensler 410-539-8776 Michael Brady – MBA Architects 865-584-5213 Susan Pelczynski– SKB Architecture 202-549-6997 Lee Oppenheim – Ivymount School 301-469-0223 Timothy Horst – Fourth Presbyterian School 301-460-1959 Jeffrey Lawrence/Alan Broder – Mikvah of Greater Washington 202-482-

2404 Matthew Haley - Reston Bible Church 703-244-9640

References

Optimum Construction Management, Inc.

Contact:[email protected]: number 240-848-1216