Category: K12

Should You Consider a Specialist for Your Construction Audit?

By Vinson Chapman, Vice President, Construction Audit & Advisory Services

Auditing construction contracts can be complex. The expertise involved is significantly different than typical audits performed by CPAs and involves evaluating subjective estimates, identifying ambiguous terms of the contract, and noting contractual incentives where the owner’s and the general contractor’s interests may not be aligned. A construction audit also requires obtaining and evaluating all the appropriate evidence to support the audit findings. This is not legal work or work performed by an architect.

A detailed analytical review of completed contracts and contracts in progress will provide meaningful information and focus on potential problem areas. Our Construction Audit & Advisory Services combine the skills of owner’s advocate, owner’s representative, program manager, and construction auditor.

Case Study Example

In the case of one independent K-12 school district in northeast Texas, the review of an extension of time by the general contractor/CM and a general financial audit required the expertise of HPM’s hybrid Contract Services, which included both project management and audit expertise.

When the GC/CM fell behind on schedule, their default was to request additional time through weather delays in order to avoid liquidated damages and redirect attention to the reality of the problem areas.

The project management audit review of the contract language and the potential weather impact on the critical path of the schedule resulted in the following:

  1. The contractor did not provide the required documentation during construction for their intent to make a claim for more time per the contract.
  2. The contractor did not provide evidence that there were abnormal (greater than average rain days) periods of weather. This data is measurable and a typical required deliverable in a change order request by the GC/CM.
  3. The contractor’s critical path schedule was not affected by any claimed abnormal weather after review of the installation of work.

Project management issues were the reason behind a significant portion of the Contract Services Audit resulting in a credit back to the school district from the General Contractor/CM. Additional monies were recovered from the financial audit resulting in a total of over 5% of the construction contract value being returned to the district.

This example is somewhat typical of our standard audit findings of between 1% and 5% of the contract value. Obviously, savings of this type are well in excess of the fee to perform these hybrid services. The expertise for these services was not available from the district’s attorney or architect, and without the added HPM support, the district couldn’t defend the GC/CM’s requests. Our specialized knowledge and experience made it possible.


HPM provides peace of mind and confidence you paid the right price for your construction spend.

HPM’s audit service professionals offer expertise to secure fair negotiation and billing for client contracts. We perform comprehensive reviews of job costs that often lead to a substantial net savings of project costs. As always, if we can be of service, please do not hesitate to reach out. Click the button below to be directed to our page.

 

HPM Selected as Program Manager for Manor Independent School District’s Capital Projects

We are proud to announce that Manor Independent School District (Manor ISD) has selected HPM to serve as program manager for its capital and facility-based projects. Representing $174 million in new development, these enhancements are the result of a $280 million school bond program approved by voters in Manor, Texas, in November 2019.

HPM will work alongside Manor ISD to provide project management and preconstruction services while ensuring schedule and budget compliance over the next three years. This includes several new classrooms, transportation, and multipurpose facilities.

Ellis

“Manor has seen tremendous growth over the past decade, underscoring the need for improved educational infrastructure that can support a student body expected to exceed 12,000 students within the next few years,” said Greg Ellis, HPM’s Vice President of Program Development. “We look forward to seeing firsthand the positive impact that this investment will have on the community.”

Redbud Elementary- Round Rock ISD

The partnership is a continuation of HPM’s growth strategy in Central Texas, where it has already built an extensive program management portfolio for K-12 districts including Round Rock Independent School District, Belton Independent School District and Austin Independent School District. HPM’s success is largely attributed to the firm’s full range of services uniquely tailored to meet the demographic and socioeconomic needs of every community it serves.

McSween

“Our work is not a one-size-fits-all approach, and HPM is well known for the ability to cater our services to the specific needs of each school district we partner with,” said Derek McSween, Senior Program Development Manager at HPM. “HPM has the expertise to understand the nuances and challenges that come with working in K-12 facility planning and bond implementation, especially as the coronavirus continues to impact regulations. Our team is pleased to play a part in Manor ISD’s growth story by ensuring that its scholars are provided the highest quality academic and recreational facilities possible.”

Greater Austin is one of the fastest-growing major metropolitan areas in the U.S., having increased 34% in population size since 2010 and an impressive 3% in the last year alone. The population of Manor, located just 12 miles northeast of Austin, has grown by more than 160% since 2010, according to the U.S. Census Bureau.

“We are grateful to the Manor ISD community for voting to pass the 2019 bond. As we continue to put scholars first, these new state-of-the-art educational facilities will address equity gaps, overcrowding and prepare for the continued population growth,” said Dr. Andre D. Spencer, Manor ISD Superintendent of Schools. “Most importantly, Manor ISD scholars are more than deserving of quality facilities that will enhance their learning environment. We are excited to work alongside HPM for this effort. HPM is truly a remarkable project management partner. It would be almost impossible to complete $280M worth of bond projects without their expertise and dedication to excellence in Manor ISD.”


HPM’s Andrew Betts Promoted to Senior Program Manager

As HPM continues to grow and develop our teams on various accounts and throughout the US, ascribing to the company’s vision and effectively carrying it out become preeminent characteristics of those in leadership. For his willingness to see and develop the potential in our people, our business, our markets and our clients, Andrew Betts has relocated from Fairhope, Alabama, to Austin, Texas, and has been promoted from Senior Project Manager to Senior Program Manager. He will be the account leader for our most recent K-12 program at Manor ISD in Manor near Austin.

When Andrew was hired at HPM eight years ago in Mobile, AL, the company looked very different. We had just successfully landed the Airbus A320 program and were experiencing significant growth potential along the Gulf Coast of Alabama and in the aviation world. Andrew came to us from an electrical subcontractor that was working on the Gulf Quest Maritime Museum project. Andrew’s leadership skills stood out on that project and he was quickly recognized by Jared Scheeter and Mike McKenny, who were leading the HPM effort for that project. Mike and Jared recruited Andrew for several months until the appropriate time for him to make the move to HPM.

“Hired initially as a Project Engineer for the Airbus account, Andrew’s attention to detail, positive attitude, and collaborative leadership style allowed him to grow quickly, through two successful Airbus projects and a successful HAECO project, from Project Engineer to Senior Project Manager,” says James Adams, HPM Vice President of the Western Region. “While in Mobile, Andrew helped develop and implement tools and processes that now serve as the deliverables HPM provides to almost every client.”


We’ve been named one of the Best Medium-Sized Companies to Work For in America by Great Places to Work multiple years running. Interested in joining our team? Learn more by clicking the button below.

The Art and Science of K-12 Facilities Master Planning

It is often expected that the process will be “data-driven” when a Board of Trustees begins facilities master planning. This request immediately raises two questions. First, what data should be used to make informed facilities decisions? And secondly, how should the data be combined to ensure that all facilities’ needs are met?

Earlier this year, HPM’s VP of Planning Services Tracy Richter sat down (virtually) with Terry Worcester, Round Rock ISD’s Chief Operating Officer, as part of our HPM Talks webinar series. HPM currently serves as the program manager for Round Rock Independent School District’s $500+ million capital bond program, providing tangible cost savings and advice built upon a strong foundation of trust. HPM’s role with the school district includes the three-year management of the planning, design and construction of several large projects, including a new elementary school, a new aquatics practice center, expansion of existing schools, modernization of two high schools and more.

Terry Worcester

Their discussion aimed to answer the two questions above, and detailed how enrollment/demographics, educational framework, facility conditions and financial data form the four-legged stool of facilities planning for K-12 school districts. Richter and Worcester stressed that there is no one-size-fits-all approach to this process, and every district faces unique challenges and opportunities. Proper prioritization of those challenges and opportunities is key.

This is why facilities planning is both an art and a science, says Worcester – data can uncover trends, but only through knowing the community “like the back of your hand” will you be able to create a quality road map for facilities and infrastructure maintenance and improvement.

Tracy Richter

In the end, student achievement is at the center of it all.

“Any facility planning team’s goal should be to remain visionary and inspired to understand the students it is serving, prioritize needs and ultimately achieve that final goal of student excellence,” says Richter.

HPM has provided program management and facilities planning services to numerous K-12 school districts across the country. In Texas, this includes Round Rock ISD, Belton ISD, Kaufman ISD and Austin ISD, among others. HPM has honed its K-12 strategy in the region, and this success is largely attributed to the firm’s full range of services uniquely tailored to meet the demographic and socioeconomic needs of every community it serves.

To hear more about how the approach of using the science of data and the art of data integration will allow your decision-makers to move forward in a well-informed and transparent process, watch the full interview HERE. If you’re interested in more information on how HPM can partner with your school district to incorporate best practice facilities and operational planning into your program, generating the best possible outcome for students and the community, we’d love to hear from you! And if you plan to attend txEDCON on September 24-26, don’t forget to stop by Booth #847 to meet our team.

How Does HPM Help School Districts Like Yours?

By Anna Sullivan, Senior Program Development Manager

When a capital bond program becomes inevitable due to growth or change, school districts seek out an advocate who will work with them, teach them, and support them through the entire process. HPM is ready to assist and, as K-12 advisors and managers, we’re here to help.

Anna Sullivan

Experienced in the various facets of bond measures and planning for such, we understand the complexities and tasks required. We are here to ensure a successful outcome and allow you and your staff to focus on your day job- educating students.

Program Management is the process of managing several related services and projects. The intent and deliverables are to provide transparency with reporting, consistency with processes and performance, and streamline the outcomes.

HPM works as an extension of your internal staff and can be engaged at any time during the process. Some may believe we should be embedded at the time of a bond measure to execute construction and fiduciary oversight, but this is not necessarily the best solution. HPM can provide more valuable input when we are involved earlier in the process for planning and then throughout the program.

Here is a brief summary of how we can help you and your district:

Facility Assessments

Our team will review and document the physical state of all site work, buildings, and systems, and provide cost estimates for repair or replacement. We will make recommendations of life cycle cost and ADA accessible evaluations, as well as provide capacity and utilization analysis of existing spaces. We will assess the educational adequacy of your facilities and whether or not they align with the district’s visions and goals. In the end, we will provide prioritization of facility needs with cost projections of each.

Long-Range Facility Planning

Strategic planning for facilities and operations is an essential component of short and long-term efficiency models. When engaged in the long-range planning stage, we provide demographic analysis of past and current projections, review and recommend potential boundary changes, and offer recommendations of facility use and improvements.

Preconstruction Services

Before construction begins, HPM’s Preconstruction Services team can develop conceptual budgeting and master program budgets for your district. We provide detailed cost estimates for proposed designs or options and program and project schedules. We will also review all design documents for constructability.

Audit and Contract Services

HPM’s Audit and Contract Services provide you with the expertise you need to be confident you haven’t overpaid on your construction projects. We offer contract language preparation and assistance with procurement methods, including pre-bid documentation and vendor RFQ/P. We complete construction audits, delay claims, and change order audits.

Program Management

HPM is dedicated to leading clients to success by managing all the intricacies of capital bond programs. When we manage a district’s construction program, we provide design management and coordination of all proposed projects in the program. We provide project construction management, coordination, and oversight of all project activities in the program. We also provide post-construction management, coordination, and warranty oversight, including coordination of all of the district’s vendors (ie. technology, AV, furniture, and security).

HPM provides an objective and thorough analysis for the district to make efficiently timed and knowledgeable decisions. The details in the data bring the confidence of transparency and reporting for the school board, administration, and community.

We can bring a flexible team of professionals at any time during the life of your program. HPM consistently delivers savings equal to, or in excess of our cost to you, due to our efficiencies and effectiveness. We are your advocate in every step of the process and will work closely with your architects, engineers, and additional vendors in a relationship-driven environment so that we can develop a win-win solution for your district.

To learn more about our services and our K-12 experience, click the button below.

HPM Talks Webinar: Emerging Leaders

HPM’s Emerging Leaders Program offers undergraduate students a unique perspective of the planning, design, and construction process through hands-on experience at our projects across the country. Medora Gaddes oversees the program and, as a former HPM co-op herself, recognizes the immense value of experiential learning. During this HPM Talks webinar, Gaddes and co-ops Iriana Molusky and Ben Smith discuss their experience in the program and what they’ve learned along the way.

Webinar Details:

July 29, 2021 at 11AM CST

MEET THE HOST

Medora Gaddes, Assistant Project Manager and Talent Development Coordinator at HPM
Medora is not only an Assistant Project Manager at HPM, but also our Talent Development Coordinator and heads up the Emerging Leaders Program. She herself was a co-op with HPM before becoming a full-time employee. After graduating from Auburn University with a degree in civil engineering, she joined HPM as a project engineer and as a full-time HPM team member in the Huntsville office.

Q&A from Webinar

  1. We heard about precon and program management. What is field coordination like as a co-op?

Ben Smith: During the field rotation as a co-op, a day usually consists of walking with the Field Coordinator (FC) as he makes his rounds around the job site to track the progress of construction and look for items that might need to be addressed with the owner/general contractor. For me, this was a time to pick the brain of the FC and ask as many questions as possible about what is happening on the job site and why/how they are doing it. You can be given miscellaneous tasks that help the FC with his job. For instance, one of the tasks I was given was keeping track of the progression of concrete pours and ceiling paint in a large warehouse. The FC used this information to update the weekly report that was sent to the owner. Other things I experienced were on-site meetings with the general contractor and the owner, taking meeting minutes to send to the HPM team on your specific project, site walks with the general contractor and owner about issues that need resolving, and much more. The field rotation is a good way to get a feel for what a construction site looks like and how things are run during construction both from the Construction Management side and the General Contractor side of things.

2. My major is Architectural Engineering. I have learned that very few companies are hiring ArchEs or understand what ArchE is. Does HPM recruit ArchE’s and how are they used?

Medora Gaddes: HPM is less focused on your specific major and more focused on what you are interested in doing upon graduation. Obviously your major plays a role in that, but I’ll give you an example. I have a bachelor’s in civil engineering and if I wanted to do structural design as a career path, HPM would likely not be the best fit for my interests because HPM does not have engineers designing and stamping drawings. HPM has been a good fit for me since I was interested in the management of design and construction upon graduation. My civil engineering degree has supported my ability to manage, understand, and communicate the civil aspects of design and construction. So ask yourself if you want to work for a company that will utilize the technical skills of architectural engineering and likely the skills you’ve learned in school? Or do you see your architectural engineering degree as a foundation or launching pad into a different career path? I think every engineer can ask themselves this question and it will help you be intentional with your job search. Does HPM hire architectural engineers who are going to use their technical engineering skills? Not at this time. Does HPM hire architectural engineers interested in the management of design and construction? Absolutely!

10 Ways GIS Helps Schools Make Big Decisions

When school district officials are developing a facilities master plan, not only do they have to make crucial decisions about the fate of their district’s properties, but they must also be efficient and accurate. Technology can aid school planners in district planning. Geographical Information Systems (GIS), for example, is a computer mapping system used to analyze and display spatial data. GIS was created to help cartographers and geographers with mapping and surveying methods, but today, many different industries use GIS to make informed decisions, including in K-12 and higher education.

GIS is a powerful decision-making tool that can be used across administration, policy, and instruction in a variety of ways, including:

  1. Mapping campus buildings and infrastructure
  2. Planning for attendance boundary changes
  3. Deciding where and when school openings and closures should occur
  4. Visually displaying the condition of campus facilities
  5. Efficiently developing school bus routes
  6. Creating enrollment projections
  7. Cleaning up student feeder patterns
  8. Equitably assigning students to schools
  9. Demographic analysis and reapportionment
  10. Bond planning

As experienced capital bond program advisors and managers, we completely understand the stress of a major capital building and improvements program, and we’re here to make the process easier and more effective. After all, we assume administering capital bond programs isn’t your day job. You’re in the business of educating children.

HPM’s experts use GIS to develop and implement strategic facility plans for our partners. If your district is embarking on a facilities master plan or capital bond program, Let’s work together on a customized approach.

 

Co-Ops Learn to Lead Through Summer Seminar

HPM’s Leaders program

HPM’s Emerging Leaders program provides undergraduate and graduate students the opportunity to explore a career in program management while gaining real world experience. As they work alongside industry experts, these students discover the business fundamentals needed to accelerate their careers. Last week, our co-ops gathered at our Birmingham office for the Emerging Leaders Summer Seminar, a two-day learning-to-lead workshop.

Assistant Project Manager Medora Gaddes oversees HPM’s talent recruiting process and the Emerging Leaders program. As a former co-op herself, Gaddes recognized that student employees are not only interested in their role or assignment, but in the company’s leadership and goals, as well.

Gaddes Medora
Medora Gaddes

“When you go to work anywhere, there is always a learning curve of figuring out what a company does, who runs the company and how they run it, and figuring out how that aligns with you as an individual,” she said. “I want our Emerging Leaders to get ahead of this while they are still in school and completing their internship or co-op rotation with us. This is important as they navigate the big questions of what do I want to do and what type of company do I want to work for when I graduate.”

During the Summer Seminar, attendees gained invaluable insight from members of our leadership team and sharpened their own leadership skills through team activities and goal planning.

“I had a lot of takeaways from the Summer Seminar, but my biggest take away was the art of leadership,” said Ben Smith, an HPM co-op from the University of Alabama. “We were not only taught what it means to be a leader, but how we can be leaders in the workplace and in our everyday lives. This seminar taught us a lot about ourselves and how we can utilize our skills and personalities to lead in a way that puts our team and others ahead of ourselves.”

HPM has offices and projects across the country, so the seminar also provides the co-ops with an opportunity to network with students who might not be assigned to a project in their area.

“I would encourage all co-op students to attend the summer seminar as it is a professional development opportunity that is relevant to our co-op and our academic success,” said UA student Iriana Molusky. “Spending time with other co-ops was a one-time opportunity to meet and learn from each other.”

Summer Seminar

Gaddes hopes seminar attendees will continue to build on what they learned and use their new leadership skills no matter what career path they choose.

“I think we all can look back on our early leadership growth and identify both people that invested in us and skills that we wish we had developed earlier,” Gaddes said. “I hope that through the seminar, the Emerging Leaders start connecting with like-minded individuals, build relationships with leaders in the industry, and sharpen leadership skills that will kickstart their personal growth.”


Interested in HPM’s co-op and internship program? Learn more on our Emerging Leaders page.

What Does a GIS Analyst Do?

Geographic Information Systems (GIS) were first created to help cartographers and geographers with mapping and surveying methods. In the last 20 years, mapping technologies have become increasingly essential in our everyday lives. Many different industries use these systems to make informed decisions, from analyzing accident locations and improving road safety measures to conserving natural resources by assessing human impact on the environment.

Timothy Kelleher

A GIS analyst is a person who studies and breaks down the data. They help design databases, create reports with their findings, support projects that benefit from GIS, and integrate GIS into other technology. HPM recently welcomed GIS Analyst Timothy Kelleher to our Planning Services team. His primary focus is on enhancing HPM’s expertise in GIS and incorporating the framework into planning efforts through geographic data analysis, 3D mapping, GPS development, and more. With over a decade of industry experience, Kelleher previously served as a GIS professional for JP Energy, Pinnacle Propane, American Midstream, The World Bank, and SpaceX.

“With so much information at our fingertips, it’s more important than ever to know how to manage big data to uncover useful insights,” said Kelleher. “The goal is to derive information from data. GIS and data science will turn information into insight.”

Kelleher has been with HPM for a few short months but has already begun integrating cutting-edge GIS strategy into several projects. Examples of our recent GIS deliverables include facility utilization and siting decisions for an Alabama school district, web-based facility assessment tools for a school district in Texas, and a park improvement report for a minor league baseball stadium.

“GIS takes really hard questions and provides answers in a simple and easy to understand way,” Kelleher said. “Taking a spreadsheet and leveraging the data behind it has enabled our clients to make smarter business decisions which directly impacts their bottom line.”

At HPM, we use software and advanced analytical methods to help make better decisions for businesses and schools. Our approach is grounded in an information science for gathering, managing, and analyzing your data. Employing techniques from GIS, mathematical modeling, and statistical analysis, our goal is to arrive at the best possible solution to complex decision-making problems.

HPM Talks Webinar: The Art and Science of Facilities Master Planning

When a Board of Trustees begins a facilities master plan, the common directive is that the process be “data driven.” But what data should be used to make informed facilities decisions and how should it be combined? Gathering the data is but the first step in a thorough planning process. 

In this webinar, Terry Worcester, Round Rock ISD’s Chief Operating Officer, and HPM’s VP of Planning Services Tracy Richter explored the data elements of a comprehensive facilities planning process. They discussed how the approach of using the science of data and the art of data integration will allow your decision makers to move forward in a well-informed and transparent process.


Speakers:

Terry Worcester
Chief Operating Officer, Round Rock Independent
School District

 

Terry Worcester has more than 30 years of experience in architectural design and currently serves as Round Rock ISD Chief Operating Officer, where he is charged with oversight of construction projects within the $508 million 2018 Bond. Before coming to Round Rock ISD in May 2017, Worcester served in two Arizona school districts, leading and collaborating on several multi-million construction projects and restructuring operations departments for maximum production and efficiency. He worked in the architectural design and construction industry for more than 25 years as a project manager, associate, partner, and director in architectural firms before making the move into education administration.

Tracy Richter
Vice President, Planning Services at HPM

Tracy Richter is Vice President of Planning Services for HPM and has over 25 years of teaching and planning experience. Richter has worked in 26 states and with hundreds of school districts across the country to create educational standards and long-range facilities plans that assist districts in successful facilities improvement programs.

 

 


 

 

Q&A from Webinar

  1. What is your top recommendation for engaging communities today given a global pandemic and competing priorities faced by school districts?

Transparency in facilities decision making may be more important than ever.  Parents, Teachers, and students want to be assured that the building they are walking into is well prepared and conditioned to be a healthy environment.  Although there are limitations to in-person meetings, there are very effective virtual platforms that allow for large and small group and individual interaction.  Platforms like “Thought Exchange” allow for interactive conversation for stakeholders to rate and respond to suggestions and recommendations for facilities processes and actions.  Frequent website updates on school improvement process and actions will be more necessary also.  We understand that there is a sense of some virtual weariness, but we must remain diligent in any and all forms of communications to keep in touch with those who use our facilities and keep them informed of ongoing processes intended to keep our school facilities as safe and as healthy as possible.

  1. We are all familiar with the disruption that COVID has presented over the past year. As we come out of the pandemic, what long-term impacts do you foresee for facilities planning in the post-COVID world?

This is the question most pressing in the minds of many in our industry, how will this impact the use and utilization of our school facilities?  There is no doubt adjustments will be made in future design, system types, and operational processes within schools, but I think one of the biggest impacts will be how we define capacity and utilization of our facilities.  We have talked for several years about alternative approaches to increase capacity and utilization of facilities without ‘bricks and mortar’ solutions and the fact remains that these tools have been out there and utilized by districts all over the country.  We obviously have seen that virtual capabilities have been part of the solution this past year, and we also know that this has some drawbacks, but this isn’t the only solution. 

  •  
  • – Districts should explore time alternatives to capacity such as year-round schedule approaches that offer several schedule tracks thus reducing the utilization of a facility at any given time by 25%-30%, but maintaining the ability to house as many students over a calendar year.
  •  
  • – Secondary schools (primarily high schools), that offer extended time blocks of learning.  Career and Technical schools around the country for years have offered high school students the opportunity to learn in facilities that offer courses over a 12-hour school day, but we are reluctant to keep our high schools open longer than 7-8 hours for classroom instruction.  Certainly there are challenges to this such as staffing resources, maintenance and custodial, athletics, and transportation to name a few, but all of these obstacles can be overcome, if we just think differently about the school day. 

These are just a couple of ideas around how to think differently about how we use schools and how planning has changed in our current times.  I encourage all school communities to have a constructive conversation about the benefits and challenges of the future use of our school facilities and understanding that no one answer is the “right” answer as all communities are unique in who and how they serve.

Ready to discuss your next project?