Mais conteúdo relacionado Semelhante a Before You Hire an Architect: Reduce Costs and Risks, Produce Better Results (20) Before You Hire an Architect: Reduce Costs and Risks, Produce Better Results1. Before You Hire an Architect:
Reduce Costs and Risks, Produce Better Results
Sam Frank
April 4, 2012
A Service
Of:
Sponsored by:
2. INTEGRATED PLANNING
Advising nonprofits in:
www.synthesispartnership.com
• Strategy
• Planning
(617) 969-1881
• Organizational Development
info@synthesispartnership.com
A Service
Of:
Sponsored by:
4. Today’s Speaker & Host
Sam Frank
Principal
Synthesis Partnership
Assisting with chat questions:
April Hunt, Nonprofit Webinars
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Of:
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5. Before You Hire an Architect
Facility Planning for Nonprofits:
Reduce Costs & Risks, Improve Quality
Sam Frank
Synthesis Partnership
Reduce Cost & Risk: Facility Planning for Nonprofits
Wednesday Webinar: August 25, 2010
SYNTHESIS
© 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
6. Take-aways
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
7. Take-aways
• Where the money is
• A sequence of steps that will minimize surprises
• What an architectural program and budget are,
and why you need them before hiring an architect
• How to hire an architect
• Additional resources
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
8. Questions for you
Project status:
• Is your organization considering a facility project?
• Are you in the planning or design process?
• Are you in construction or have you recently completed a project?
• Have you done a construction project before?
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
9. Questions for you
Preparation:
• Do you have a current strategic plan
…or are you developing one?
• Do you have a current program plan?
• Do you have a current business plan?
• Do you know who on your staff will manage the project?
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
10. Questions for you
If you are close to hiring an architecture firm,
what information are you providing them?
• an architectural program
• (I don't know what an architectural program is)
• a construction budget
• a project budget
• We are asking the architect to suggest a program and budget.
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
11. Questions for you
What is your biggest concern about moving forward?
or
What is the biggest problem you encountered?
(Please use the question box to answer.)
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
12. Facility Planning Fundamentals
Control over costs
Reduce Cost Risk: Facility Planning for Nonprofits
Wednesday Webinar: August 25, 2010
SYNTHESIS
© 2010 Synthesis Partnership. All rights reserved PA R T N E R S H I P
13. Integrated Planning
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
14. Preparation
Integrated Planning
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
15. Preparation
Integrated Planning Financial Model
Fundraising
Budget(s)
Architectural Program / Exhibit Brief
RFQ/P
Feasibility Study
Business Data
• Capital
• Operating
Case Statement
Operations
Requirements
Visitor
Mission
Identity
Experience
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
© 2012 Synthesis Partnership. All rights reserved
Design
S Y N T H E S I S
PA R T N E R S H I P
16. Project Mobilization
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
17. Facility Planning Fundamentals
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
18. Facility Planning Fundamentals
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
19. Programming and Budgeting
Architectural Program
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
20. Programming and Budgeting
Architectural Program
Specifies intentions
• Quantitative definition
• Qualitative definition
• Foundation for budget
Why develop before hiring the architect?
Incorporate into RFP and contract
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
21. Programming and Budgeting
Architectural Program
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
22. Programming and Budgeting
Architectural Program
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
23. Programming and Budgeting
Architectural Program
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
24. Programming and Budgeting
Architectural Program
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
25. Programming and Budgeting
Architectural Program
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
26. Programming and Budgeting
Project Budget
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
27. Programming and Budgeting
Budgets, Estimates Costs
Budgets Hard costs
Not just construction Acquisition
Projects affect operating budgets Construction
A budget is what you can spend Soft costs
• Should change only if you decide to Fees
Furnishings and Equipment
Estimates
What someone else says a project will cost Other costs
• Conceptual ($/s.f.) Contingency
Inflation
• Design-based (unit cost takeoffs)
Borrowing
Bids Ongoing costs
An actual commitment to deliver Plant reinvestment
• Firm or variable Operating expenses
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
28. Design and Construction
Phases of the Design Process
Pre-Design Services
Conceptual Design
Schematic Design
Design Development
Contract Documents (drawing specifications)
Bidding or Negotiation
Construction Administration
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
29. Selecting Architect/Construction Co.
Project Delivery Methods
Conventional
Architect + General Contractor
Finished drawings
“Hard” bid or negotiated price
Design-Build
One source of responsibility/fewer change orders
One-stop shopping
“Fast-tracking”
Fewer disputes
Better for simpler projects
Construction Management
Agent
At Risk
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
30. Selecting Architect/Construction Co.
Selection Process for Architects
Assemble a list of architects that can deliver the product you need
Develop and issue a Request for Interest Qualifications
Develop a client-friendly contract
Develop a Request for Proposal (RFP)
Select three to six architects designers to (visit ) interview
Select 1 to 3 to receive RFP (includes program, budget contract)
Negotiate contract with selected firm
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
31. Contracts
Client-friendly contract
Standard contracts
• Created to protect provider
• Many pitfalls: some obvious, some subtle
Client-friendly contract
• Responsibility for program budget
• Services
• Standards expectations
• Work product
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
32. Financial Modeling
Purposes
View the big picture
Test options strategies
Evaluate the impact of decisions
Reduce uncertainty risk
Maintain control over operating capital budgets
Areas of Interest
Operating budget
Capital budgets or new programs
Debt capacity and financing
Cash flow
Relationships among the above
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
33. Financial Modeling Components
Typical Model Variables
Capital Costs
Acquisition costs Furnishing, Fixtures Equipment
Legal costs
Design costs Construction costs
Contingency
Borrowing Inflation
Endowment Needs
General endowment Program-specific fund
Maintenance fund
Campaign Costs and Revenues
Administrative costs of campaign
Projected campaign revenues
Operating Costs and Revenues
Before You Hire an Architect—Reduce Cost,
Existing operating budget inflation Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved Program cost increases PA R T N E R S H I P
34. Financial Modeling
Dynamic Financial Modeling
Simple financial models have limited power to explore the seemingly endless
variety of what ifs that arise when a board begins to strategize about the future.
A dynamic model can open up many possibilities:
• Explore complex financial systems, build and test scenarios in real time
• Consider more options more thoroughly
• See the consequences of ideas as they are raised
• Integrate diverse planning efforts
• Reduce risk
• Make better decisions
• Clarify financial issues for non-financial people
(board members, major donors, parents, alumni, faculty)
• Make more compelling solicitations for major gifts
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
35. Additional Resources
Critical Issues quarterly letter
# 6: Financial Modeling
http://bit.ly/SyPci06
#13: Facility Planning
http://bit.ly/SyPci06
Articles on facility issues:
Selecting an Architect
http://bit.ly/SyPselect
Client-Favorable Contracts
http://bit.ly/SyPcontracts
To Build or Not to Build”
Blog (entries on facilities)
http://bit.ly/SyPblog
Complimentary consultation
sbf@synthesispartnership.com
(by e-mail or telephone appointment) Sam Frank
Principal, Synthesis Partnership
617 969 1881
Strategy, planning, and
organizational development for nonprofits.
Before You Hire an Architect—Reduce Cost, Risk Stress while improving Quality
Wednesday Webinar: April 4, 2012
SYNTHESIS
© 2012 Synthesis Partnership. All rights reserved PA R T N E R S H I P
36. Find listings for our current season
of webinars and register at:
NonprofitWebinars.com
A Service
Of:
Sponsored by: