Mais conteúdo relacionado Semelhante a Before You Hire an Architect (20) Before You Hire an Architect1. Before You Hire an Architect:
Facility Planning for Nonprofits
Reduce Costs and Risks, Produce Better Results
Sam Frank
Synthesis Partnership
January 23, 2013
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:
Jamie Maloney, Nonprofit
Webinars
A Service
Of: Sponsored by:
5. Before You Hire an Architect!
Facility Planning for Nonprofits!
Reduce Costs & Risks , Enhance Results!
Sam Frank
Synthesis Partnership
Strategy, planning, and organizational development for nonprofits.
!
Reduce Cost & Risk: Facility Planning for Nonprofits!
© 2013 Synthesis Partnership
Except for examples owned by others. January 23, 2013!
Wednesday Webinar: 683 Commonwealth Avenue SYNTHESIS
!617 969 1881"
All rights reserved Partnership. All rights reserved
© 2013 Synthesis Newton MA 02459 !www.synthesispartnership.com! P
PA R T N E R S H I
6. 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
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
7. Questions for you"
What is the status of your facility project?!
• Considering a facility project
• Beginning to plan a project
• In the process of design
• In construction or (project recently completed)
• None of the avove
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
8. Questions for you"
How have you prepared for a facility project?!
• We have a current strategic plan (or are developing one).
• We have a current program plan.
• We have a current business plan.
• We have done a construction project before.
• We know who on our staff will manage the project.
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
9. 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.
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
10. Facility Planning Fundamentals"
Control over costs!
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
11. Integrated Planning"
!
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
12. Preparation"
Integrated Planning !
!
Business Data! Budget!
Operations!
Teaching &
Mission! Identity! Learning!
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013!
© 2013 Synthesis Partnership. All rights reserved
Design! SYNTHESIS
PA R T N E R S H I P
13. Preparation"
Integrated Planning !
!
Business Data! Budget!
Operations!
Patient "
Mission! Identity! Experience!
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013!
© 2013 Synthesis Partnership. All rights reserved
Design! SYNTHESIS
PA R T N E R S H I P
14. Preparation"
Integrated Planning !
!
Business Data! Budget!
Operations!
Visitor "
Mission! Identity! Experience!
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013!
© 2013 Synthesis Partnership. All rights reserved
Design! SYNTHESIS
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!
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013!
© 2013 Synthesis Partnership. All rights reserved
Design! SYNTHESIS
PA R T N E R S H I P
16. Project Mobilization"
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
17. Facility Planning Fundamentals"
!
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
18. 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
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
19. Programming and Budgeting"
Architectural Program !
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
20. Programming and Budgeting"
Architectural Program
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
21. Programming and Budgeting"
Architectural Program
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
22. Programming and Budgeting"
Architectural Program
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
23. Programming and Budgeting"
Architectural Program
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
24. Programming and Budgeting"
Project Budget
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
25. 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
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
26. 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
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
27. 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
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
28. 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
Check references from multiple roles
Select 1 to 3 to receive RFP (includes program, budget & contract)
Negotiate contract with selected firm
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
29. 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
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
30. 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
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
31. 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
Existing operating budget inflation Program cost increases
Staffing increases Marketing and development costs
Overhead cost increases Cost reductions from new efficiencies
New operating revenues
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
32. 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
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
33. Resources"
Critical Issues quarterly letter"
#13: Facility Planning !http://bit.ly/SyPci13"
# 6: Financial Modeling !http://bit.ly/SyPci06"
#11: Integrated Planning !http://bit.ly/SyPci11"
#10: Mind Your RFPs & Qs !http://bit.ly/SyPci10!
Articles on facility issues: !"
Selecting an Architect !http://bit.ly/SyPSelect"
Client-Favorable Contracts !http://bit.ly/SyPcontracts"
"To Build or Not to Build” http://bit.ly/SyPtobuild!
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.!
Reduce Cost & Risk: Facility Planning for Nonprofits!
Wednesday Webinar: January 23, 2013! SYNTHESIS
© 2013 Synthesis Partnership. All rights reserved PA R T N E R S H I P
34. SYNTHESIS
PARTNERSHIP
Strategy, planning, and organizational development for nonprofits.
!
Reduce Cost & Risk: Facility Planning for Nonprofits!
© 2013 Synthesis Partnership
Except for examples owned by others. January 23, 2013!
Wednesday Webinar: 683 Commonwealth Avenue SYNTHESIS
!617 969 1881"
All rights reserved Partnership. All rights reserved
© 2013 Synthesis Newton MA 02459 !www.synthesispartnership.com! P
PA R T N E R S H I
35. Find listings for our current season
of webinars and register at:
NonprofitWebinars.com
A Service
Of: Sponsored by: