Carolinas HealthCare System Case Study Collaborate Bid Build (CB 2 ) A Different Approach to Project Delivery

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1 Carolinas HealthCare System Case Study Collaborate Bid Build (CB 2 ) A Different Approach to Project Delivery

2 Carolinas HealthCare System Case Study Behavioral Health Davidson, NC Project Team Carolinas HealthCare System Owner Tim Ledgerwood AVP, Project & Construction Management Meghan Ruffo BIM Manager FreemanWhite Architect & MEP Scott Garand - Principal Robins & Morton General Contractor Jeff Fox Project Manager McKenney s Mechanical Subcontractor Starr Electric Electrical Subcontractor

3 Carolinas HealthCare System Case Study Behavioral Health Davidson, NC 78,555 SF 2 Story Inpatient 1 Story Outpatient

4 Carolinas HealthCare System Case Study Collaborate Bid Build (CB 2 ) Overview Project Process Owner Benefits Lessons Learned

5 Carolinas HealthCare System Case Study Learning Objectives: Understand and explain the Collaborate Bid Build (CB 2 ) project delivery approach Understand the value of a collaborative project delivery approach to a Building Owner Understand the value of Building Information Modeling during design problem solving and team coordination Understand the technology infrastructure needed for large scale project collaboration

6 Successful Project Delivery The lowest final cost Shorter project duration due to pre-ordering and pre-fabrication Simple contract administration Leveraging BIM to its fullest potential A process that is more collaborative than contentious

7 A Different Approach to Project Delivery Successful project delivery objectives are achievable We have developed a project delivery method called Collaborate-Bid-Build (CB 2 ) The case study is underway at the Davidson Behavioral Health Facility

8 Collaborate - Bid - Build (CB 2 ) Goals: BIM is used to facilitate collaboration and to make smart decisions early in the design Incentivize the team to reduce or eliminate rework To ensure competition Use of familiar AIA contract terms A195/A295/B195 Early general contractor and subcontractor input on constructability Reduce construction time

9 Collaborate - Bid - Build (CB 2 ) Conceptual Plan, Step 1: A conceptual plan is needed to obtain fees from designers and fees and general conditions from contractors. Engage and compensate a designer to provide a design that contains enough information to determine designer fees and general contractor fees/general conditions. Determine incentive amount. Seek proposals from designers and general contractors based on the conceptual plan.

10 Collaborate - Bid - Build (CB 2 ) Collaborate, Step 2: After conceptual design, select team on Qualifications, Fee, and General Conditions The team selects Key Subs for preconstruction with the knowledge they will eventually bid against other subs The team collaborates on design using BIM Design emphasis is placed on eliminating errors, omissions, and scope gaps Bid no sooner than the end of DD Phase but early enough to allow off-site prefabrication

11 Collaborate - Bid - Build (CB 2 ) E/C Owner Incentive Pool Architect Contractor Key Sub Key Sub E/C E/C E/C = Engineer/Consultant

12 Collaborate - Bid - Build (CB 2 ) Bid, Step 3: Prepare bid packages to eliminate scope gaps Bids go out to Key Subcontractors and 1 2 other subs Any unsuccessful Key Sub from preconstruction stays in the Incentive Pool Other packages are bid normally Bid packages may go out at different times Bids are opened by the team No post bid adjustments are made

13 Collaborate - Bid - Build (CB 2 ) Sub Owner Contractor Sub Incentive Pool Sub E/C E/C Architect E/C Key Sub Key Sub E/C = Engineer/Consultant

14 Collaborate - Bid - Build (CB 2 ) Build, Step 4: Lump Sum Agreement is recommended if there are no items outside of the bid packages As an option, contract as a GMP with few allowances (if any) - Incentive Pool replaces contingency Incentive Pool eroded by Scope Gaps, Errors, Omissions, foreseeable Field Conditions, and Delays Owner must still carry contingency

15 Collaborate - Bid - Build (CB 2 ) New Sub Sub Owner Contractor Sub Incentive Pool Sub E/C E/C Architect E/C Key Sub Key Sub E/C = Engineer/Consultant

16 Pilot Project Incentive Pool Split Pool = 2% of the cost of the work: Designers 10% Contractor 30% Mechanical Contractor 30% (If unsuccessful 20% & successful sub 10%) Electrical Contractor 30% (If unsuccessful 20% & successful sub 10%)

17 Advantages (CB 2 ) Lower cost through early good decisions Schedule is shortened through pre-fabrication & BIM Ease of administration and billing The process and the utilization of BIM reduces changes driving construction Contractor and sub contractor input and constructability are gained and can still be used within a policy for public bids

18 Carolinas HealthCare System Case Study Project Process Team Collaboration

19 Carolinas HealthCare System Case Study Project Process Model Development Design Model Coordination Final Design As Built FM Deliverable Design Phase Construction Phase

20 Carolinas HealthCare System Case Study Project Process Code Enforcement Partnership

21 Carolinas HealthCare System Case Study Owner Benefits Roofing Structural System Allowed for visual investigations, impacting structural configurations before construction

22 Carolinas HealthCare System Case Study Owner Benefits Site Topographical model allowed for building site placement and orientation

23 Carolinas HealthCare System Case Study Owner Benefits Mechanical System

24 Carolinas HealthCare System Case Study Owner Benefits Implementing BIM in the field

25 Carolinas HealthCare System Case Study Lessons Learned Use of model for end users and owner expectations

26 Carolinas HealthCare System Case Study Lessons Learned Technology challenges within collaborative environment

27 Collaborate - Bid - Build (CB 2 ) Lessons Learned from Pilot Project BIM is essential and important in contracts Collaboration is not easy but worth it Early Check on Cost and Schedule Communication of Component Cost to Team Members is Key

28 Carolinas HealthCare System Case Study Questions?

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