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Moving Beyond the “We Need to Work Together”! Tuesday, June 9, 2015 – 1:15pm-2:30pm, Madison Ballroom Presented by: Bert Jones, Associate Vice Chancellor for Facilities Management Services, Virginia Community College System Russ Katherman, Engineering Manager, Architecture & Engineering Division, Montana Department of Administration Michael Kenig, Vice Chairman, Holder Construction Company For years, we have all been talking about the need for Operations and Maintenance folks to get involved in the Planning, Design and Construction Process. Today, facilitated by collaborative contracting techniques and technology, including BIM, this is happening more than ever. Now the challenge is moving from the “need to work together” to HOW to work together! What are the best practices and lessons that owners that are further along in project collaboration have learned? This session will share some of these and then open up the session to an interactive discussion with the audience to share their own lessons learned. ABOUT THE SPEAKERS BERT JONES is responsible for all capital outlay construction for the Virginia Community College System. He and his staff provide technical and administrative support for all activities related to facilities and construction at 23 colleges with 40 campuses. Prior to VCCS Mr. Jones served as the Director of Engineering and Building for the Department of General Services where he was the state building official. In that role he was responsible for the construction, maintenance and operation of over 6.5 million sq. ft. of buildings and parking facilities. For nearly 18 years, RUSS KATHERMAN has served as the Engineering Manager, Contracting, and Administrative Officer for the State of Montana’s Architecture & Engineering Division. His responsibilities involve supervision of the construction project managers, all contracting functions for the state’s vertical construction efforts, and oversight and resolution of claims and disputes. Another key area of responsibility is testifying before the state legislature on matters affecting construction of vertical public works infrastructure. Prior to coming to the State, Russ worked for the U.S. Army’s Corps of Engineers in Kansas City as the Engineering Technical Project Manager for hydroelectric facilities new construction and equipment renovation projects, plus design and design review of many projects for the District's military installations. He also spent several years working in the private sector designing mechanical and electrical systems on a wide variety of building types. He is a licensed mechanical engineer and recently served as the 2009-2010 President for the National Association of State Facilities Administrators. MICHAEL KENIG serves on the Advisory Council of Go Build Georgia, a campaign designed to educate young people on the value of learning a trade, dispel their misconceptions about the skilled trade industry and inspire them to consider building a career as a skilled tradesman. Go Build aims to provide better opportunities for craft tradesmen, more highly skilled employees for businesses and enhanced economic development for Georgia and the nation. Michael served as the first Chair of Associated General Contractors (AGC) of America’s Training Education and Development Forum’s Steering Committee. Michael has also served on AGC of America’s Executive Board and is a past Chair of the Building Division. He is currently the chair of the AGC Owner’s Council, the Public/Private Industry Advisory Council (PIAC). The AGC is a leading national trade association for the construction industry representing nearly 30,000 leading firms in the industry - including general contractors, specialty contractors and service providers and suppliers. Operating in partnership with its nationwide network of 95 chartered Chapters, AGC was established in 1918. Michael also serves as a member of several Construction Industry Owners groups including the Construction Users Roundtable (CURT) on their Workforce Development Committee and the Construction Owner’s Association of America (COAA). He has presented to numerous industry groups and is also an active member of the National Association of State Facilities Administrators (NASFA) and co-chairs their Industry Liaison Committee.

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Moving Beyond the “We Need to Work Together”!

Tuesday, June 9, 2015 – 1:15pm-2:30pm, Madison Ballroom

Presented by: Bert Jones, Associate Vice Chancellor for Facilities Management Services, Virginia Community College System

Russ Katherman, Engineering Manager, Architecture & Engineering Division, Montana Department of Administration Michael Kenig, Vice Chairman, Holder Construction Company

For years, we have all been talking about the need for Operations and Maintenance folks to get involved in the Planning, Design and Construction Process. Today, facilitated by collaborative contracting techniques and technology, including BIM, this is happening more than ever. Now the challenge is moving from the “need to work together” to HOW to work together! What are the best practices and lessons that owners that are further along in project collaboration have learned? This session will share some of these and then open up the session to an interactive discussion with the audience to share their own lessons learned. ABOUT THE SPEAKERS

BERT JONES is responsible for all capital outlay construction for the Virginia Community College System. He and his staff provide technical and administrative support for all activities related to facilities and construction at 23 colleges with 40 campuses. Prior to VCCS Mr. Jones served as the Director of Engineering and Building for the Department of General Services where he was the state building official. In that role he was responsible for the construction, maintenance and operation of over 6.5 million sq. ft. of buildings and parking facilities. For nearly 18 years, RUSS KATHERMAN has served as the Engineering Manager, Contracting, and Administrative Officer for the State of Montana’s Architecture & Engineering Division. His responsibilities involve supervision of the construction project managers, all contracting functions for the state’s vertical construction efforts, and oversight and resolution of claims and disputes. Another key area of responsibility is testifying before the state legislature on matters affecting construction of vertical public works infrastructure. Prior to coming to the State, Russ worked for the U.S. Army’s Corps of Engineers in Kansas City as the Engineering Technical Project Manager for hydroelectric facilities new construction and equipment renovation projects, plus design and design review of many projects for the District's military installations. He also spent several years working in the private sector designing mechanical and electrical systems on a wide variety of building types. He is a licensed mechanical engineer and recently served as the 2009-2010 President for the National Association of State Facilities Administrators. MICHAEL KENIG serves on the Advisory Council of Go Build Georgia, a campaign designed to educate young people on the value of learning a trade, dispel their misconceptions about the skilled trade industry and inspire them to consider building a career as a skilled tradesman. Go Build aims to provide better opportunities for craft tradesmen, more highly skilled employees for businesses and enhanced economic development for Georgia and the nation. Michael served as the first Chair of Associated General Contractors (AGC) of America’s Training Education and Development Forum’s Steering Committee. Michael has also served on AGC of America’s Executive Board and is a past Chair of the Building Division. He is currently the chair of the AGC Owner’s Council, the Public/Private Industry Advisory Council (PIAC). The AGC is a leading national trade association for the construction industry representing nearly 30,000 leading firms in the industry - including general contractors, specialty contractors and service providers and suppliers. Operating in partnership with its nationwide network of 95 chartered Chapters, AGC was established in 1918. Michael also serves as a member of several Construction Industry Owners groups including the Construction Users Roundtable (CURT) on their Workforce Development Committee and the Construction Owner’s Association of America (COAA). He has presented to numerous industry groups and is also an active member of the National Association of State Facilities Administrators (NASFA) and co-chairs their Industry Liaison Committee.

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MOVING BEYOND THE…

"WE NEED TO WORK TOGETHER"!

Bert Jones, Virginia Community College System

Russ Katherman, DOA, State of Montana

Michael Kenig, Holder Construction Company

Savannah, GAJune 9, 2015

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“We need to get our O&M folks involved earlier.”

“How can we get our users to not make changes late in the process?”

“We are realizing the benefit of collaboration.”

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Maximizing Success in Integrated Projects

An Overview of the research and Owner’s Guide

Robert M. Leicht, PhD

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Objectives:

1. Provide empirical evidence of the value of integrated teams to construction projects,

2. Share the practices which we have found to be significant to improving project success,

3. Share the process for applying these findings to your projects.

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Completed between: 2008 - 2013

Public: 127 (62%)Private: 77 (38%)

204 Projects

56 (27%)Educational41 (20%)Office32 (16%)Health Care27 (13%)Lodging20 (10%)Commercial11 (5%)Sports & Recreation11 (5%)Manufacturing4 (2%) Correctional2 (1%)Transportation

Facility TypesFacility Sizes

(27%) 56 0 - 50,000 ft2(30%) 61 50,001 - 150,000 ft2(20%) 40 150,001 - 250,000 ft2(10%) 21 250,001 - 350,000 ft2(3%) 6 350,001 - 450,000 ft2(2%) 4 450,001 - 550,000 ft2(8%) 16 > 550,001 ft2

Number of Projects1 32

Data Set

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FrameworkGroup Cohesion

Development into an effective unit

Team IntegrationBringing together In

high-quality interactions

DeliveryMethod

ProcurementProcess

Cost

Quality

Project Performance

Schedule

Goal: Determine if team processes and behaviors have an impact on project performance

Payment Terms

Delivery StrategyPlan for structuring design and

construction services

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Bert Jones: Vice Chancellor, Virginia Community College System• Step 1 in working together: inviting the

right people to the early design meetings

• Start with designers, in-house staff, the college’s project staff and their O&M Staff

• O&M staff are critical at the early stages to discuss their needs

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» In early meetings, critical to set forth design criteria

» Important to identify critical systems and types of equipment that are needed for the new facility

» In Virginia, Sole-Source procurements if it is justified. (For example Building Automation Systems are one typical Sole Source. Try to maintain consistent systems at any given campus.)

» Important for the M&O staff to be there and to have an advocate. (One recent example where this did not happen is a building where the Mechanical Equipment room was reduced in order to maximize program space. This created a mechanical room that has issues.)

Bert Jones, Virginia Community College System

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Bert Jones, Virginia Community College System

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» Established a series of meetings for each project

» Plans and schedules are reviewed by the primary stakeholders assure that we continue to meet the criteria set forth early on

» Also implementing a version of the old redi-check process so plans can be reviewed by people impacted while it is still early enough to affect change

» Facility Director: “These new meetings have been a god send. You are allowing me to see the plans before they are under construction. Thank you for the opportunity for input.”

» Meetings take time but it is easier to correct issues while still on paper vs. after construction has begun. The use of CM @ Risk helps facilitate this process as well.

Bert Jones, Virginia Community College System

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Russ Katherman: Engineering Manager, Architecture & Engineering Division, Dept. of Admin., State of Montana

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Montana – The Good Intentions!• Jabs Hall, MSU

– Project Oversight Committee

– Building Committee

– Classroom/Community Committee

– Student Services/Staff/Institutes Committee

– Faculty/Research/Offices Committee

– Site Selection Committee

– Campus Space Planning Committee

– University Facilities Planning Board

Russ Katherman, State of Montana

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Good product w/ a BIM model delivered, but what’s different now?

Russ Katherman, State of Montana

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• Norm Asbjornson Innovation Center, MSU– Foster dynamic interdisciplinary engagement

– Create meaningful student-faculty interaction

– Promote accelerated innovation that responds to and anticipates emerging trends in education, industry, and society

– Break down the traditional “silos” of knowledge – bring together people and programs across multiple disciplines

– Demonstrate and celebrate the innovative activity occurring inside the building – put “Science on Display”

Montana – A Good Integrative Start?

Russ Katherman, State of Montana

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Intentions are great, but we’re finding we have to BE intentional about integrating every step, component, portion, and part!

Russ Katherman, State of Montana

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• Information Handoff Presentation 2012• Coordinated COAA COBie Pilot 2011

Mike Kenig: Vice‐Chairman, Holder Construction Company

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• Average time to populate the Facility Maintenance System

– Six Months?

– A year?

– More than a year?

– Never?

A LOOK BACK TO 2012 NASFA CONFERENCE …

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FACILITATING THE DISCUSSION…

» How do you manage your facilities today?

» How would you like to manage your facilities in the future?

Maximo

Assets: Have CMMS? CAFM?

Know what it is? 

What data? What format?

Space What information?

What format?

Others?

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Maximizing Success in Integrated Projects

An Overview of the research and Owner’s Guide

Robert M. Leicht, PhD

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FrameworkGroup Cohesion

Development into an effective unit

Team IntegrationBringing together In

high-quality interactions

DeliveryMethod

ProcurementProcess

Cost

Quality

Project Performance

Schedule

Goal: Determine if team processes and behaviors have an impact on project performance

Payment Terms

Delivery StrategyPlan for structuring design and

construction services

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Team

Integration

Cohesiveness

Degree to which team members from separate organizations and disciplines are engaged in collaborative activities

• Participation in • Joint Goal Setting• Cross Disciplinary design charrettes• BIM Execution Planning

• Increased sharing of information and analysis through BIM

• Increased team interaction through colocation

Higher levels of integration led to:• Reduced schedule growth• Enabled more intense schedules• Led to more cohesive teams

TeamIntegration

Group Cohesion

Integration

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TeamIntegration

Group Cohesion

Group CohesionDegree to which team, as individuals, have shared, task commitment, group pride, and interpersonal alignment

• Commitment to shared goals

• High levels of team chemistry

• Communication is timely and effective

Higher group cohesiveness led to:• Reduced cost growth• Higher system quality• Improved turnover experience

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The Role of Team Integration in Project PerformanceMethodology: Empirical Study• Large-sample data collection• Latent variable analysis• Structural modeling of relationships

Sponsors: Charles Pankow FoundationConstruction Industry Institute (CII)

Collaborator: University of Colorado Boulder

Study Background

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http://bim.psu.edu/delivery

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Objectives:

1. Provide empirical evidence of the value of integrated teams to construction projects,

2. Share the practices which we have found to be significant to improving project success,

3. Share the process for applying these findings to your projects.

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DISCUSSION

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MOVING BEYOND THE…

"WE NEED TO WORK TOGETHER"!

Bert Jones, Virginia Community College [email protected]

Russ Katherman, DOA, State of [email protected]

Michael Kenig, Holder Construction [email protected]

Savannah, GAJune 9, 2015