LOBBY/ENTRY DESIGN RENDERINGS
Proposal of Services Project Management
Prepared For: Holli Riebel Chief Operating Officer Denver Metro Chamber of Commerce John Beeble Past Chair of the Board Chairman and CEO of Saunders Construction Prepared By: Kevin Terrien, LEEP AP Senior Vice President 303.312.4203 firstname.lastname@example.org Bill Lucas Senior Vice President, Principal 303.312.4239 email@example.com Greg Morris Managing Principal 303.312.4285 firstname.lastname@example.org 1515 Arapahoe Street, Suite 1200, Denver, CO 80202 T: 303.292.3700 F: 303.534.8270 cassidyturley.com
LOBBY/ENTRY DESIGN RENDERINGS
Table of Contents
1 Situation Analysis 2 Our Approach Team Organization Chart Objectives Fully Integrated Process Project Schedules Keys for Success
3 Client Focused Why Hire Us? Our Commitment
4 Expertise Case Studies Professional Resume
5 Fees & Compensation
THREE TASKS AT HAND 1. Identify and Relocate to Swing Space Considerations: • Close Proximity to 1445 Market St • Parking • Conferencing • IT Continuity • Minimize time in Swing Space vs. Minimize time at 1445 Market St during construction
2. Interior Remodel Considerations: • Safety • Minimize impact to DMCC employees • Within the Board Approved Budget of $3.69M
3. Exterior Remodel Considerations: • Safety • Minimize impact to tenants • Within the Board Approved Budget of $2.68M
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Our Approach | Team Organization Chart
Project Manager Kevin Terrien Senior Vice President
Greg Morris Managing Principal Bill Lucas Senior Vice President, Principal John Beeble Past Chair of the Board
Architect / Interior Design
Josh Gould RNL
Amy Burkett Burkett
Bob Diebel OfficeScapes
Sarah VanRensburg QuickLand Technology Group
Catherine Quinterro Burkett
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Our Approach | Objectives Objectives • Safety We will address safety for your employees, clients, neighboring tenants and the public. • Timing Ideally relocate to swing space during construction on Floor 4 and 5 and Exterior/Lobby to minimize impact to DMCC employees. • Cost-Effective We understand and respect financial budgets, keeping your operations “business as usual” and maintaining company morale.
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Our Approach | Fully Integrated Process Brokerage (Bill Lucas) Swing Space Identification • Thorough Understanding of Options • Comprehensive Space Report • Property Tour with Full Team • Viable Property Analysis • Image • Technology/Infrastructure • Location
RFP Process & Alternative Narrowing
Final Negotiation of Terms & Execution
Information Technology & Move-In
• Market Timing • Draft RFP • Submit RFP to Selected Alternatives
Negotiate Key Terms • Economic • Flexibility • Critical Lease Clauses
Finalize Letter of Intent with Primary Building Lease Negotiations Execute Documentation
Coordinate IT with Landlord and Contractor
Manage Key Dates (Renewal Option, Termination Option, etc.)
Project Management (Kevin Terrien) Swing Space Buildings • Tour Candidate Buildings • Prepare Building Evaluation Cost Analysis • Create Project Schedule
Design • RNL Exterior Design • Burkett Interior Design • Furniture Specifications
Cassidy Turley Project Managment • Coordinate Vendors for FF&E • Provide Value Engineering, Constructability Input • Perform Final Review of Construction Documents
Bidding & Procurement • Prepare Building Evaluation Cost Analysis • Oversee, Design and Construction Process • Review Detailed Tenant Budget • Review Project Schedule and Building Analysis • Move Vendor RFP
Construction • Project Kickoff • Review Master Project Schedule • Coordinate Weekly Construction Meetings • Issue Progress Reports • Monitor Costs and Issue Monthly Reports • Review and Issue Contractor/ Vendor Payments • Manage Move Process with IT and User Groups • Move Coordination
Project Closeout • Ensure Completion of Punchlist Items • Review Final Payments and Lien Releases
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Our Approach DENVER | Project Schedule METRO CHAMBER OF COMMERCE PROJECT SCHEDULE ID
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
SWING SPACE Sublease Agreement Take Possession of Space Setup & IT Early Date to Occupy MOVE TO SWING SPACE Move Meetings Move Open for Business at Allonhill Space MOVE BACK TO 1445 MARKET Move Meetings Move Open for Business at 1445 Market
141 days 29 days 0 days 10 days 1 day 36 days 35 days 0 days 1 day 21 days 20 days 0 days 1 day
Mon 9/23/13 Mon 9/23/13 Sun 12/1/13 Sun 12/1/13 Fri 12/13/13 Mon 11/18/13 Mon 11/18/13 Fri 1/10/14 Mon 1/13/14 Mon 3/17/14 Mon 3/17/14 Fri 4/11/14 Mon 4/14/14
Mon 4/14/14 Thu 10/31/13 Sun 12/1/13 Thu 12/12/13 Fri 12/13/13 Mon 1/13/14 Fri 1/10/14 Fri 1/10/14 Mon 1/13/14 Mon 4/14/14 Fri 4/11/14 Fri 4/11/14 Mon 4/14/14
FLOOR 4/5 PROJECT DESIGN Construction Drawings Bid/Award/Contract PERMITTING & CONSTRUCTION Permitting Construction Install Furniture Systems Letter to Occupy Punch List & Set Up IT/AV/Security Bid/Level/Award Install PROJECT CLOSEOUT As-Builts/O&M's/Warranty & Final Cost Tracking
160 days 50 days 35 days 15 days 100 days 35 days 60 days 10 days 0 days 5 days 95 days 20 days 60 days 30 days 30 days
Mon 9/30/13 Mon 9/30/13 Mon 9/30/13 Mon 11/18/13 Mon 11/18/13 Mon 11/18/13 Mon 1/13/14 Mon 3/24/14 Fri 4/4/14 Mon 4/7/14 Mon 11/18/13 Mon 11/18/13 Mon 1/13/14 Mon 4/7/14 Mon 4/7/14
Fri 5/16/14 Mon 12/9/13 Fri 11/15/13 Mon 12/9/13 Fri 4/11/14 Fri 1/10/14 Fri 4/4/14 Fri 4/4/14 Fri 4/4/14 Fri 4/11/14 Fri 4/4/14 Mon 12/16/13 Fri 4/4/14 Fri 5/16/14 Fri 5/16/14
EXTERIOR/LOBBY (BASE BUILDING) DESIGN Design LDDRB Meeting Design LDDRB Meeting Construction Documents Bid/Award/Contract PERMITTING & CONSTRUCTION Permitting Construction Letter to Occupy Punch List & Set Up Lobby Open for Business IT/AV/Security Bid/Level/Award Install PROJECT CLOSEOUT As-Builts/O&M's/Warranty & Final Cost Tracking
224 days 99 days 39 days 0 days 35 days 0 days 10 days 15 days 117 days 30 days 80 days 0 days 6 days 1 day 90 days 20 days 60 days 30 days 30 days
Mon 9/16/13 Mon 9/16/13 Mon 9/16/13 Thu 11/7/13 Fri 11/8/13 Thu 1/2/14 Fri 1/3/14 Fri 1/17/14 Fri 1/17/14 Fri 1/17/14 Fri 2/28/14 Fri 6/20/14 Mon 6/23/14 Tue 7/1/14 Fri 1/17/14 Fri 1/17/14 Fri 2/28/14 Mon 6/23/14 Mon 6/23/14
Fri 8/1/14 Thu 2/6/14 Thu 11/7/13 Thu 11/7/13 Thu 1/2/14 Thu 1/2/14 Thu 1/16/14 Thu 2/6/14 Tue 7/1/14 Thu 2/27/14 Fri 6/20/14 Fri 6/20/14 Mon 6/30/14 Tue 7/1/14 Thu 5/22/14 Thu 2/13/14 Thu 5/22/14 Fri 8/1/14 Fri 8/1/14
30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49
September April August October November December January February March May June July 9/1 9/11 9/21 10/1 10/11 10/21 11/1 11/11 11/21 12/1 12/11 12/21 1/1 1/11 1/21 2/1 2/11 2/21 3/1 3/11 3/21 4/1 4/11 4/21 5/1 5/11 5/21 6/1 6/11 6/21 7/1 7/11 7/21 8/1
Note: Project durations for permitting and inspections by the local building departments and fire agencies are unknown and may or may not impact opening dates.
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Our Approach | Keys for Success
Keys to Success • Safety Plan • Communication Plan to Tenants • Early Engagement of General Contractor: - Develop permitting strategy - Constructability of base building scope - Identification and procurement of long lead items - Expertise in both Tenant Finish & Core/Shell (Base Building)
Areas of Opportunities • Working session with design team to understand any opportunities to improve on permitting/design of Base Building • IT Continuity with Swing Space • Maintain company morale
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Why Hire Us? WE ADD VALUE. Mitigate Cost/Schedule Delivery Risk
Client Focused Why Provide an|Average 10%Hire - 20% Us? Design/Construction Project Savings
Project and Development Services
Select the Right Team
Why Hire Us?
Create Optimal Agreements Evaluate & Coordinate FF&E and Technology
WE ADD VALUE. Mitigate Cost/Schedule Delivery Risk Provide an Average 10% - 20% Design/Construction Project Savings Select the Right Team Create Optimal Agreements Evaluate & Coordinate FF&E and Technology Coordinate Move to Avoid Business Interruptions
Coordinate Move to Avoid Business Interruptions
WE TAKE CARE OF IT ALL WE TAKE CARE OF IT ALL. Managing multiple interests on your behalf. Managing multiple interests on your behalf.
Effectively Manage the Change Order/Schedule Game Determine the Total Occupancy Costs
Assist in Solving and Issues Related to the CLIENT’s First Choice for Location WE TAKE CARE OF IT ALL. Managing multiple interests on your behalf.
Effectively Manage the Change Order/Schedule Game
Tenants A/V Consultants
Determine the Total Occupancy Costs
Assist in Solving and Issues Related to the CLIENT’s First Choice for Location
PDS Group Data/Telecom
Cassidy Turley PDS Group
Lighting Consultant Lower Downtown Approval
WE SAVE YOU TIME & MONEY WE SAVE YOU TIME & MONEY The earlier our involvement, the greater the opportunity to add value, reduce costs, ensure quality and provide on-time delivery.
The earlier our involvement, the greater the opportunity to add value, reduce costs, ensure quality and provide on-time delivery. cassidyturley.com | 9
Client Focused | Our Commitment
WORKING ATTITUDE AND OUR COMMITMENT TO DMCC FOCUS on getting the job done, not tolerating schedule slips or poor performance by contractors or consultants ESTABLISH controlled protocol around meetings, schedules and process. The project team must understand exactly what needs to happen, when, and who is responsible for getting it done ENFORCE the contracts with contractors, subs and consultants and play the â€œheavyâ€? for DMCC on contract and performance matters CREATE detailed documentation guidelines and produce backup when requested to provide documentation for internal uses. MAINTAIN a constant and open dialog with the DMCC and inform them of issues, along with alternative solutions, to ensure no surprises CHAMPION a positive, can-do attitude amongst all team members concerning the project PROACTIVELY lead the team to identify cost savings, schedule and quality improvement ideas, and test and document the benefits of these ideas
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Expertise | Case Studies
Project and Development Services
Project Management the location, image, technology, infrastructure, budget and schedule. Based on your preliminary program, we analyze alternative locations and compare crucial factors such as electrical systems, which help determine your technological capabilities; column spacing, which affects your layout; and HVAC systems, which can dramatically affect construction and operational costs. This information is extremely valuable during lease negotiations.
North American Headquarters
Once you’ve narrowed your choices and identified the challenges associated with each, Cassidy Turley determines potential solutions. One space may have lower rent but require an expensive HVAC upgrade while another’s ample windows and high ceilings provide a dramatic setting for that interconnecting stair, but increase costs. Our solutions are wide-ranging— from negotiating with the landlord to pay for base building improvements, to identifying alternative construction methods. The key lies in Cassidy Turley experience and our expertise in finance, design, and construction. During building selection, Cassidy Turley: 1. 2. 3.
Legacy Cascades 6300 S. Syracuse Way Centennial, CO 80111
Reviews your preliminary program to understand your needs; Tours alternative buildings with you and our broker team; Compares building factors and assists the broker team in determining your total occupancy cost for each option; and Solves the problems of your first-choice location.
Lease Negotiation Due Diligence Reviews & Broker Support
Case Study: Suncor Energy
Location: Greenwood Village, CO Real Estate Type: Square Feet: 22,500 SF Services: Strategic Planning, Work Letter, Evaluation, Team Selection, Budget and Schedule Development, Service and Materials Procurement, Design and Construction Relocation The Challenge Suncor Energy Inc. is a growing integrated energy company, strategically focused on developing one of the world’s largest petroleum resource basins – Canada’s Athabasca oil sands. In the fall of 2003, Suncor Energy expanded into the United States and purchased downstream assets including a Denver based refinery, crude oil pipeline systems and 43 retail stations branded as Phillips 66. The company required a corporate USA Headquarters to serve and support the new business line of 90 employees.
Orchard Falls 7800 E. Orchard Rd. Greenwood Village, CO 80111
The Solution Project Management team embraced the aggressive schedule requirements of Suncor Energy to deliver a 22,500 sf office suite that satisfied the safety, budget, schedule and quality goals of a new corporate headquarters. Because this project was a new business line for Suncor Energy, the fast-track tenant improvement project consisted of construction of a new office suite, furniture procurement, sound masking, security, audio/visual capabilities and a communication room with 24/7 cooling. Two keys for success on this project included selection of high performance vendor teams based on market knowledge and experience and enhanced coordination of the trades through frequent and brief site meetings and phone calls to keep the team focused. Savings were realized through such strategies as procuring high-end used
Project Overview AngloGold Ashanti is a global company that primarily engages in the exploration and production of gold. It also produces by-products, such as silver, uranium oxide, and sulfuric acid. The Headquarters office for the Americas which includes goldmining operations in the United States, Columbia, Argentina and Brazil is located in Centennial, Colorado. AngloGold Ashanti retained Cassidy Turley to provide both tenant representation brokerage and project management services in evaluating its real estate requirement for the Americas Headquarters location. The Challenge With an imminent lease expiration and additional space needs to accommodate strong organic growth, Cassidy Turley led the client through a rigorous and thorough evaluation of real estate options including expansion at current location as well as relocation options. In addition, AngloGold Ashanti required a new space to enhance the workplace efficiency and quality of the workplace. As Headquarters for the Americas, the requirement included hosting a data center to support the mines and mills in the Americas region including 24/7 power and cooling. The Cassidy Turley Solution Based on the evaluation, AngloGold Ashanti selected a relocation option that included an upgraded image, improved amenities and increased covered parking for its employees. In addition, this was an opportunity for Copyright © 2010 Cassidy Turley. All rights reserved.
AngloGold Ashanti to improve the workplace efficiency and quality of the workplace environment through renovating the space. AngloGold Ashanti leased 28,000 SF on two floors over two phases at Legacy Cascades, a 7-story, Class A, TOBY-award winning 320,000 SF office building with spectacular views. Cassidy Turley Project Management led and represented the Client through the planning, design, construction and move management phases over the six month project. The initial IT requirement for cooling included two 10-ton Liebert units and backup generator power. Cassidy Turley challenged the initial cooling requirements and provided a “state of the art” system that including in row cooling solution. This highly efficient solution included two 3-ton condenser units and saved approximately $45,000. The backup power solution included a 2N 20 kW UPS and an 80 KW diesel generator. The diesel generator was located in the lower level of the underground parking and included a long run to the fifth floor data center. In addition, Cassidy Turley developed other value engineering solutions to save an additional $75,000 in project costs.
furniture; value engineering sessions with both the design and construction team; Cassidy Turley helps clients uncover hidden costs, which are Services a competitive bid process; web-based drawing management; creation of a tight usually related to a deficient description of the Base Building work letter detailing landlord obligations; and a fair but firm contract strategy Strategic Work Letter, Evaluation, withPlanning, the architect and general contractor. The cost savings that were achieved Core and Shell in the Lease Agreement. We identify and quantify through these measures allowed Suncor Energy to place additional money into Budget Schedule these findings early on and use them during negotiations to Team Selection, project upgrades which enhancedand the quality, image, and use of the corporate headquarters for a new USA business line. increase the Tenant Allowance—the landlord-provided funds for Development, Service and Materials Results Achieved Ashantidesigning and constructing the space. We then help attorneysProcurement, The Project Management was able to achieve cost savings estimated at Designteam and Construction over $375,000 allowing Suncor to reinvest this amount into additional project and brokers negotiate with owners to shift the expense to the upgrades including audio/visual equipment, artwork, wall covering and lighting Relocation. owner and identify issues that could derail the schedule. upgrades. Suncor was able to occupy the facility three weeks ahead of the
Location 6300 South Syracuse Way for lease negotiations include: Our services Centennial, CO 80111 1.
Square Footage 28,000 SF
For More Information Contact Kevin Terrien, LEED AP Senior Vice President Project & Developement Services 303.312.4203 email@example.com
The Challenge Suncor Energy Inc. is a growing integrated
Review of base building drawings and building information to identify potential hidden costs, most often related to energy company, strategically focused on developing one of the world’s largest mechanical, electrical, and life safety systems; Assistance to the broker and attorney during lease petroleum resource basins – Canada’s
Cassidy Turley Services Full Service Project Management
Results Achieved The $1.8 million project was completed on time and under budget. The client is extremely satisfied with the solution.
initial schedule by expediting the building permit, ordering long lead items after design development and sequencing furniture install in a phased approach. The team was able to accomplish this without sacrificing quality. Craftsmanship, flow and functional relationships were balanced and integrated to yield a highquality work environment. In order to provide a safe working environment for Suncor employees, base building life safety upgrades were completed and no construction safety incidents were reported during this work.
Athabasca oil sands. Suncor Energy expanded into the United States and cassidyturley.com purchased downstream assets including a Denver based refinery, crude oil pipeline systems and 43 retail stations branded as Phillips 66. The company required a corporate USA Headquarters to serve and support the new business line of 90 employees. The Cassidy Turley Solution Project Management team embraced the aggressive schedule requirements of Suncor Energy to deliver a 22,500 SF office suite that satisfied the safety, budget, schedule and quality goals of a new corporate headquarters. Because this project was a new business line for Suncor Energy, the fast-track tenant improvement project consisted of construction of a new office suite, furniture procurement, sound masking, security, audio/visual capabilities and a communication room with 24/7 cooling. Two keys for success on this project included selection of high performance vendor teams based on market knowledge, experience and enhanced coordination of the trades through frequent and brief site meetings and phone calls to keep the team focused. Copyright © 2013 Cassidy Turley. All rights reserved.
Savings were realized through such strategies as procuring high-end used furniture, value engineering sessions with both the design and construction team, a competitive bid process, web-based drawing management, creation of a tight work letter detailing landlord obligations and a fair but firm contract strategy with the architect and general contractor. The cost savings that were achieved through these measures allowed Suncor Energy to place additional money into project upgrades which enhanced the quality, image and use | of 4 the corporate headquarters for a new USA business line. business line. Results Achieved The Project Management team was able to achieve cost savings estimated at over $375,000 allowing Suncor to reinvest this amount into additional project upgrades including audio/visual equipment, artwork, wall covering and lighting upgrades. Suncor was able to occupy the facility three weeks ahead of the initial schedule by expediting the building permit, ordering long lead items after design development and sequencing furniture install in a phased approach. The team was able to accomplish this without sacrificing quality. Craftsmanship, flow and functional relationships were balanced and integrated to yield a high-quality work environment. In order to provide a safe working environment for Suncor employees, base building life safety upgrades were completed and no construction safety incidents were reported during this work.
Client Suncor Energy Location Orchard Falls 7800 E. Orchard Rd. Greenwood Village, CO 80111 Square Footage 22,500 SF Cassidy Turley Services Full Service Project Management For More Information Contact Kevin Terrien, LEED AP Senior Vice President Project & Developement Services 303.312.4203 Kevin.Terrien@cassidyturley.com
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Expertise | Professsional Resume
R. Kevin Terrien, PE, LEED® AP Senior Vice President, Project and Development Services 1515 Arapahoe Street, Suite 1200, Denver, CO 80202 T 303.312.4203 C 303.596.5860 F 303.534.8270
Professional Expertise Kevin, as Senior Vice President, leads the Project and Development Services team for Cassidy Turley in the Colorado region. He has 20 years of development management, project management, design and engineering and facility relocation experience for both owners and occupiers of real estate. Kevin has acted as the project manager and owner’s representative on both local and international projects including an 18-month assignment in South Africa. Kevin was the Program Manager for the Microsoft West Campus build-to-suit project in Redmond, Washington. Kevin has also represented several real estate owners including pension funds, REITs, insurance companies and institutional investment firms as project manager on capital and tenant improvements on their commercial real estate investment properties. Recent Major Transactions • Microsoft, Redmond, Washington - 1.1 Million SF Build-to-Suit • Lehman Brothers, Scottsbluff, Nebraska - 175,000 SF Build-to-Suit • Pulte Mortgage, Centennial, Colorado - 100,000 SF Build-to-Suit • Pikes Peak School of Expeditionary Learning, Falcon, Colorado - 28,000 SF Build-to-Suit • Level 3, Tulsa, Oklahoma - 150,000 SF Tenant Improvements • Bridgepoint Education, Denver, Colorado - 150,000 SF Tenant Improvements • United States Olympic Committee, Colorado Springs, Colorado - 90,000 SF Tenant Improvements • Deloitte, Denver, Colorado - 60,000 SF Tenant Improvements • Google, Boulder, Colorado - 35,000 SF Tenant Improvements • Flagstaff Academy, Longmont - CO, 34,000 SF Tenant Improvements • AngloGold Ashanti, Denver, CO, 30,000 SF Tenant Improvements Professional Affiliations and Accreditations American Society of Civil Engineers Registered Professional Engineer, State of Colorado United States Green Building Council (USGBC) Education Master of Science, Civil Engineering, University of Texas, Austin, Construction Engineering and Project Management Bachelor of Science, Civil Engineering, University of Illinois, Urbana-Champaign
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Fees & Compensation
We propose the following Project Management Fee Structure including a 15% discount to the DMCC: Number of Months
Pre Construction Phase
October thru January
Construction & Closeout Phase
February Thru June
Move Management & Swing Space Setup
Includes move to/from Swing Space
Total Fee DMCC Discount Proposed Fee
$92,640 15% $78,744
Total Project Budget
% of Total Budget
Reimbursable expenses incurred directly on the project will be billed at cost and are anticipated to be minimal, if any.
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