1. Best Practices for Construction Projects
#IowaLeague17
Best Practices for Construction Projects
Tom Suckow, WORKSAFE Manager, Master Builders of Iowa
David Harrison, Architect, Design Alliance, Inc
Handouts and presentations are available through the event app and at

2. Agenda
Introductions
David Harrison, AIA, LEED AP, Design Alliance, Inc.
Tom Suckow, Master Builders of Iowa
What Do State Laws Say about Construction Projects?
Building Codes in Iowa
Bidding and Advertising Requirements
When is an Architect or Engineer Required?
Sales Tax
The Design Process
Design Phases
Architect Selection
Architectural Fees
Project Delivery Methods
Design Bid Build
Design Build
Construction Management
Integrated Project Delivery
Project Safety
Why or Why Not
Third Party Option
Questions

3. Design Alliance Design Alliance – Founded by Jerry Purdy, 1992
Present Ownership – Four Principals
Total Staff of 13
Listen – Understand – Perform

4. PROMOTING SAFETY w/o WORRYING YOUR INSURANCE CO.
Presented by
Tom Suckow
Master Builders of Iowa

5. Who we are
Association of Iowa building contractors and suppliers in existence for over 100 years.
Chapter of Associated General Contractors of Amer.
Tom Suckow has been a construction safety professional for 30 years.

6. Building Codes in Iowa If Community has Building Code.
Building to be Compliant with that Code
If Community does not have Building Code.
Compliance with Iowa State Building Code Required if State Financed.

7. State Energy Code

8. State Bidding Requirements
Iowa Code – Chapter 26
>$135,000 for Vertical

9. Competitive Quotations
Iowa Code – Chapter 26.14
If City >50,000 applies $75,000 to $135,000. Vertical
If City <50,000 applies $55,000 to $135,000. Vertical

10. Advertising Requirements
Notice to Bidders
Effective July 1, 2016, publication of a Notice to Bidders in a newspaper of general circulation will no longer satisfy Iowa law. As of July 1, 2016, governmental entities must "post" their Notice to Bidders not less than thirteen (13) and not more than forty-five (45) days before the deadline for submission of bids in / on all three of the following:
in a relevant contractor plan room service with statewide circulation, and
in a relevant construction lead generating service with statewide circulation, and
either on an internet site sponsored by the governmental entity or a statewide association that represents the governmental entity.
Master Builders of Iowa (MBI) will post your Notice to Bidders with its Construction Update Network at no cost to the governmental entity. This will fulfill requirements 1 and 2 above. The Iowa League of Cities is expected to accept Notices to Bidders for posting on its website. This will fulfill requirement 3 above for cities if the city conducting the bidding process elects not to post the Notice to Bidders on its own internet site. Other statewide associations representing governmental entities may also elect to post the Notice to Bidders on their internet sites. Please note, however, if the governmental entity conducting the bidding process does not post its Notice to Bidders on an internet site sponsored by a statewide association that represents the governmental entity, then the governmental entity must post its Notice to Bidders on its own internet site in order to ensure compliance with requirement 3 above.
The information required in the Notice to Bidders remains unchanged. It must adequately notify a potential bidder of a proposed bid and shall include the following items:
The time and place for filing sealed proposals.
The time and place sealed proposals will be opened and considered on behalf of the governmental entity.
The general nature of the public improvement on which bids are requested.
In general terms, when the work must be commenced and completed.
That each bidder shall accompany the bid with a bid security as defined in section 26.8 and as specified by the governmental entity.
Any further information which the governmental entity deems pertinent.
Notice of Public Hearing
Governmental entities must still publish their Notice of Public Hearing on the plans, specifications, form of contract, and estimated total cost of their public improvement projects in a newspaper published at least once weekly and having general circulation in the city, not less than four (4) and not more than twenty (20) days before the public hearing.
In addition to the subject matter of the hearing, and the time and location of the hearing, the Notice of Public Hearing must now also include a description of the public improvements being constructed and the location of those improvements.
Postponed Bid Letting
If circumstances beyond the control of the governmental entity cause a scheduled bid letting to be postponed and there are no changes to the project's contract documents, a Notice to Bidders of the revised date shall be posted not less than four (4) and not more than forty-five (45) days before the revised date for filing bids in the same locations now required for the initial posting.

11. Architect or Engineer Required?
193B – 5.4(544A)

12. Sales Tax on Project Sales Tax Exemption Sales Tax Reimbursement
Tax ID numbers provided to Contractors and Subcontractors
Sales Tax Reimbursement
Special Forms are required to be Completed and Submitted

13. Architectural Design Process
Schematic Design (20%)
Design Development (20%)
Construction Document (35%)
Bidding (5%)
Construction Administration (20%)

14. Architect Selection Can Select a Known Architector
Send out RFP – Receive Proposals
Narrow to 3 or 4 “Shortlisted” Firms
60 Minute Interviews with 5 or 6 Stakeholders
Make Selection
Establish Final Agreement Terms with Selected Firm

15. American Institute of Architect Standard Forms
In Continuous Use for > 100 Years
Consensus – based and Endorsed
Integrated Requirements of Parties
180 Different Contracts and Forms
Owner Architect Agreement
Owner Contractor Agreement
General Conditions
Bond Forms
Construction Forms

16. Project Delivery Methods
Design Bid Build
Design Build
Construction Manager (Advisor)
Integrated Project Delivery
Copyright 2017 Design Alliance, Inc.

17. Design – Bid – Build Owner Owner Traditional Approach
Architect Prepares Design and Construction Documents which Describe Work in Detail.
Architect is Responsible to Keep Project on Schedule and Budget
Contractor(s) Bid on Work
Contractor(s) Build the Project
Owner
Architect
General
Contractor
Mechanical
Subcontractor
Electrical
Other
Owner
Architect
General
Contractor
Mechanical
Electrical
Multiple
Prime
Contractors
Single
Prime
Contractor
Copyright 2017 Design Alliance, Inc.

18. Design – Bid – Build Advantages to Owner Disadvantages to Owner
Traditional, Proven Approach
Single Point of Responsibility for Construction (with single prime)
Competition Due to Open Bid Process
Disadvantages to Owner
Some Architects have Ignored Budget and Schedule
Copyright 2017 Design Alliance, Inc.

19. Design Build Owner Newer Approach
Owner Has Contract with Contractor to Provide Design and Construction
Architect is Consultant to Contractor and Prepares Design and Construction Documents which Describe Work
Contractor Builds the Project
Design Build
Contractor
Other
Subcontractor
Architect
Mechanical
Subcontractor
Electrical
Subcontractor
Other
Subcontractor
Other
Subcontractor
Copyright 2017 Design Alliance, Inc.

20. Design Build Advantages to Owner Disadvantages to Owner
Truly One Point of Responsibility for Design and Construction
Disadvantages to Owner
Architect is Sub of Contractor and May Not Hold Interest of Owner to Highest Level
Lack of Competition?
Not Legal for Public Owners in Iowa
Copyright 2017 Design Alliance, Inc.

21. Construction Management (Advisor)
Newer Approach
Architect Prepares Design and Construction Documents which Describe Work in Detail
Construction Manager(CM) Prepares Cost Information as Design and Construction Document Preparation Progresses
CM Prepares Numerous “Bid Packages”
Numerous Contractors, Subcontractors, Suppliers Bid Work to Owner and have Contracts with Owner
Numerous Contractors(s) Build the Project
Owner
Architect
Construction
Manager
Other
Subcontractor
Other
Subcontractor
Mechanical
Subcontractor
Electrical
Subcontractor
Other
Subcontractor
Other
Subcontractor
Other
Subcontractor
Copyright 2017 Design Alliance, Inc.

22. Construction Management (Advisor)
Advantages to Owner
Competition Among Subs, Suppliers
Sometimes Able to Use Smaller, Local Entities
Disadvantages to Owner
Numerous Construction Contracts with Coordination Difficulties
Increased Complexity and Paperwork
No Single Point of Construction Contractual Responsibility
Perhaps a Lack of Competition?
Cost?
Copyright 2017 Design Alliance, Inc.

23. Integrated Project Delivery (IPD)
Newer, Less Defined, Approach
Collabrative Approach
IPD Contractor works with Owner to select Architect
Architect Prepares Design and Construction Documents which Describe Work
IPD Contractor facilitates project bidding.
Contractor(s) Build the Project
Copyright 2017 Design Alliance, Inc.

24. Integrated Project Delivery (IPD)
Advantages to Owner
IPD Contractor is Known Entity.
Disadvantages to Owner
Architect is distanced from Owner.
Cost?
Copyright 2017 Design Alliance, Inc.

25. AMPLIFY YOUR VALUE
Ask yourself what level of jobsite safety should be in practice on your construction sites?
What can your city do?
Design the project with safety in mind.
Promote safe construction practices
Why should I care about construction safety?

26. WHY CARE ABOUT SAFETY?
The construction industry kills more of its own than any other, as a purchaser of construction, you are party to it.
Construction industry has a small % of total US workforce but largest % of deaths.
In deaths occurred in const.
No Owner wants an incident to occur on its project.

27. Distribution of leading causes of death in construction 2010

28. Reasons you should be involved.
In construction companies size
38% employed 1-19 workers
34% employed 20-99
27% employed 100+
In 2005—deaths in construction companies
55% occurred in the 1-19 size
24% occurred in the size
21 % occurred in the 100+ size

29. REASONS NOT TO BE INVOLVED?
General Conditions say General Contractor (GC) responsible for safety of persons and property and must comply with regulations.
Your Liability insurance carrier says safety is part of “means and methods” of construction so you should stay away.
Don’t know the rules so won’t say anything.

30. REBUTTAL!
Given General Conditions statement, who makes sure it’s followed?
A/E doesn’t want to get into means & methods
Owner doesn’t know construction safety rules
OSHA can’t get to all sites across the state
You don’t want to call them to a site as production will slow way down or even come to a halt, but the same could happen with an accident.

31. REBUTTAL CONT’D.
Liability insurers would view your discussions about safety as a positive.
You are doing what a prudent Public Owner should do
Being involved w/safety will set your projects apart. It may attract better bidders.

32. ASK YOURSELF
In competitive bid scenario do you get what you pay for?

33. CHANGING TIMES Iowa law makes certain contract language unlawful.
Owner can no longer pass its negligence on to contractor.
Owner and General share liability to same % as they are found liable.
Contractors are as busy as they ever have. Safety may not be as important as getting the job done quickly.

34. WHAT SHOULD YOU DO?
Hire 3rd party for safety consultation just like you do for soils consultation
Include in spec, sample language for 3rd party bid paid for by low contractor
Hire 3rd party before bids are taken so bidders know they must comply.

35. WHAT OTHERS HAVE DONE Iowa Board of Regents
Cities of Des Moines & Dubuque
Specify low bidder enroll the project in WORKSAFE
WORKSAFE is product of a an alliance between IA OSHA Consultation and Master Builders of Iowa.
WORKSAFE enhances the contractors own safety measures through consultation and site surveys.

36. WHAT ELSE?
Adopt “PtD” (Prevention through Design) as a value for you city
The consideration of construction site safety in the design of a construction project.
Specifically, this could include:
modifications to the permanent features of the construction project in such a way that construction site safety is considered;
attention during the preparation of plans and specifications in such a way that construction site safety is considered;
the utilization of specific design for construction safety suggestions; and
the communication of risks regarding the design in relation to the site and the work to be performed.

37. QUESTIONS?
What do you see as barriers to these approaches to construction safety?
How can you influence the safety and health of construction workers?
Are you Amplifying your value?
Thank you

38. Questions and Answers

39. Recent Municipal Experience
Washington Fire Station $2M Addition
Waukee Public Works $6.2M New
Johnston Public Safety Projects $10.8M Two New Buildings
Bondurant Public Safety Building $789K New
Waverly Public Services Facility $4.4M New
West Des Moines Police Remodeling Four Projects
Osceola Recreation Center Analysis
Story City Community Recreation Center $2.4M Addition
West Des Moines Public Safety Station #19 $4.1M New
Clarke County Fine Arts and Recreation Complex $5.3M New
Decorah Recreation Center Analysis
Winterset Storm Shelter Study
Waverly Recycling Facility $750K New
Adel Library $2.1M New
Adel City Hall $660,000 Remodeling
Adel Police / Fire Station $419,000 Remodeling
Waukee Safety Building $2.6M New
Dallas County Public Works $2M New
Marshalltown Maintenance Facility $2.4M New
Story City Fire Station $440,000 New

40. Sustainable Design – LEED
Leadership in Energy & Environmental Design
Developed by U.S. Green Building Council
Levels of Certification
LEED Certified (40 points)
Silver Level (50 points)
Gold Level (60 points)
Platinum Level (80+ points)

41. LEED
The LEED Rating System allocates points to incentivize building project teams to comply with requirements that best address the social, environmental, and economic outcomes identified by USGBC.
Location and Transport
Sustainable Sites
Water Efficiency
Energy and Atmosphere
Materials and Resources
Indoor Environmental Quality

42. LEED Benefits Benefits of Green Design
Reduces negative impact on our environment
Life cycle cost savings
Enhances occupied environment
Benefits of Certification
Third Party Verification that Building is Green
Possible qualification for state or local incentives (grants)
LEED certification plaque to mount on building
Exposure through USGBC web site, case studies & media coverage.

43. LEED Down Sides Unconventional and Unproven Technologies
Material Selections
Water Retention and Reuse
Cost
Contractor Uncertainty
IAQ Potentially Requires More Complicated Systems
Lighting Control Systems
Additional Paperwork
Commissioning
Material Recycling
5% - 8% increase possible

44. Energy Company Incentive Programs

45. “Commercial New Construction Program”
Weidt Group as a Consultant
Administers the Program
Incentives for Owners
Fees for Architects and Engineers

46. Commercial New Building Process
Analysis of Code Base Building
Investigation of “Betterments” with Payback Analysis and Incentives.
Bundles
Verification
Documents
Field
Incentive Payments

47. Typical Short Payback Items
Low E Glazing
Occupancy Sensors
Multilevel and Strategic Switching
Efficient Lighting
Ground Coupled Heat Pump Systems
High Efficiency Pumps
Heat Recovery Ventilators