TIPS When Engaging a Consulting Team
Selecting a Building Envelope Consultant
The interviewing and selection process is time consuming for both parties. Experience from other condominium or strata corporations suggests that the short list for interviewing should not be longer than three candidates.
It is important to thoroughly investigate each building envelope consultant’s experience and success. During your selection process, consider the following:
1) Where did you hear of the consulting company you are considering engaging?
Did you just find them on the internet, or did someone recommend them to you?
If someone recommended them to you, ask them why they are recommending them, and what was their experience with them.
If you found them (or BCS for that matter) on the internet you have some research to do, and we recommend you consider the following questions.
2) Does the Consultant have experience in the REQUIRED SCOPE OF SERVICES that you require?
Ask for a list of similar projects and addressed of those similar projects completed by the Consultant.
If possible, drive by, get out and walk around and look at them.
References can be a challenge. We find project references are a tuff one, cause clients change positions, change phone numbers, Condo Council members change, etc. They are hard to keep track of over the years, and on top of that, we tend to want to respect the privacy of our clientele and not have them answering phone calls for years after their project is complete, just to promote BCS. I am sure you would appreciate that as well.
3) Ask what the Consultant’s investigative strategies are? How do they go about determining a failure and extent the failure?
Depending on the building materials and the type of anticipated or known failure(s), there are several investigative procedures and investigative equipment that BCS uses to determine the exact cause and extent of a failure. Once BCS is generally familiar with the scope of your project BCS can provide an explanation of the required investigative process.
4) What is the Consultant’s view on building envelope repairs related to the required repairs on your project? What success have they had in implementing those ideas?
Some Consultants are more interested in replacement than in trying to extend the life of existing building materials simply due to perceived liability. BCS’ opinion is, if it is reasonable to repair a building with maintenance vs replacement, the maintenance aspect should be the first option as long as the resulting maintained building materials will adequately perform and not be detrimental to the building or it’s performance. Proper maintenance extends the life of existing building materials and can move replacement back years into the future. However, sometimes replacement is required if there is a RISK of failure, or if an on-going deteriorating condition exist.
5) Ask if the Consultant they have a history of providing sufficient documentation on problems and causes of building envelope damage?
After completing an investigative failure analysis of a building envelope failure BCS can and has provided hundreds of written reports over the years defining the identified building envelope failure(s), cause(s) and potential repair option(s). BCS has written several EXPERT WITNESS REPORTS for litigation, and all reports were accepted probatum in mediation and arbitration without court.
6) Ask what the repair process would be like? What would the initial failure analysis review, reporting, engineering a repair, tendering the work, building permits, awarding the contract, construction insurance, project administration and project close out process be in a global overview?
Of course, every project has it’s own process to some extent, but they all follow a general path from start-up through to completion. Once BCS has been introduced to your project and has a general understanding of the scope, BCS should be able provide you with a good understanding of process for your project from start to finish.
7) How big is the consulting company?
Don’t let size fool you. Bigger may not always be better.
BCS and the other companies in our Project Consulting Team are all smaller firms, some with as few as only one person in that firm. We have all worked in this manner for many decades and prefer this individual corporate setup, as opposed to all working for one larger company. We rely on each other for our expertise in our various disciplines and have a vast knowledge of information and experience combined. Our Project Consulting Team provides for a very skilled and knowledgeable team.
8) Who in the Consulting Team will you be dealing with? Who is doing the work on the project ?
As our Project Consulting Team consisting of smaller individual firms, we are always internally/interactively coordinating, providing resolution, and providing support for the projects that we are involved in at the senior/principal persons level of each of the companies.
We find this provides for a high level of experienced coordination and quicker resolution. Time is money, so the faster items are resolved the more efficient our projects run.
You benefit from this as well.
Larger firms often send junior or intermediate staff with less experience to site, and they must check with superiors prior to making decisions, and you only see those senior/senior/principal personnel on occasion.
So, ask who will be working on the project daily ?
With our Project Consulting Team you are always dealing with the principals of the firms, the decision makes.
9) Ask for the resumes of the person(s) who will be working on the project daily ?
BCS’ Project Consultant Team’s resumes are available upon request.
10) Ask what size of projects the Consultant has worked on?
Did you just find them on the internet, or did someone recommend them to you?
11) Ask what experience the Consultant has in administering construction contracts?
BCS, has over 35 years of administering construction contracts, extending from producing tender drawings, specifications and other required tender documents, tendering the work, closing tenders, bid review, awarding the project to the successful Bidder, project start-up, construction review, weekly or bi-weekly site meetings, and construction review through to construction completion, project close-out and final documents. BCS provides full administration services from start to finish.
12) Ask how often the Consultant will be on site for review during the construction work of the project?
BCS’ insurance requires that BCS complete periodic site reviews on a regular basis throughout the work of the project. Therefore, BCS is on site on average of every two week, and at critical points in construction requiring site review. BCS will review the construction through to completion of all work for the project.
13) Ask how often the Consultant will report to the Owner(s)?
Generally, BCS projects have site review meeting scheduled on average every two weeks throughout the construction process. The Owner(s) are encouraged to attend the site review meetings to view progress and ask any questions, etc. If the Owner(s) do not attend the site review meetings, the Owner(s) will be sent meeting minutes to inform the Owner(s) as to project issues and progress. We will contact the Owner(s) with respect to resolution of any construction issues, and BCS is always available to answer phone calls from the Owner(s).
14) Ask what the Consultant’s availability is to attend general meeting held by the Owner(s), Condominium or Strata Corporations? What experience do they have with these types of discussions/presentations?
Over the years, BCS has attended many Owner, Condominium and Strata Corporation Meetings, where anywhere from 3 to 150 persons were in attendance, where BCS presented the scope of work for the project, estimated budgets, estimated time frames for construction, project updates, and always closing with a question and answer period for owner(s) to ask questions. These meetings have been both in person and via digital commumications like Teams or Zoom.
15) Ask for the hourly charge rates for the persons working on the project daily ?
BCS’ Project Consultant Team’s hourly rates are available upon request.
16) Ask about Fees and Break Downs
BCS provides both FIXED FEES and ESTIMATED TARGET FEES for different projects or even different components of a project. There are good reasons for both.
When we can precisely define our SCOPE OF REQUIRED SERVICES to complete the proposed SCOPE OF WORK, we recommend a FIXED FEE. A FIXED FEE is a set FEE for BCS to complete the SCOPE OF REQUIRED SERVICES as required to complete the project’s SCOPE OF WORK.
When we are unaware of the exact scenarios that we will be reviewing, and/or the extent of the SCOPE OF REQUIRED SERVICES, we recommend the ESTIMATED TARGET FEE. An ESTIMATED TARGET FEE is BCS’ best guesstimate of what we think our SCOPE OF REQUIRED SERVICES should be to complete the proposed SCOPE OF WORK. We attempt to estimate sufficient budgets, and hopefully complete the SCOPE OF REQUIRED SERVICES around the ESTIMATED TARGET FEE. If it costs less or more than the ESTIMATED TARGET FEE, the required work will be invoiced accordingly. We are generally very close at the end of the project.
How is a FIXED FEE different from an ESTIMATED TARGET FEE? ESTIMATED TARGET FEES are generally only used with renovations or repair type projects where there are unknowns to the SCOPE OF WORK. The biggest difference is in who carries the RISK for the overall cost of the Consultant’s SCOPE OF REQUIRED SERVICES. For a FIXED FEE, BCS must attempt to determine the worst-case scenario for the SCOPE OF REQUIRED SERVICES that ‘MIGHT BE’ required to complete the project, then calculate the FIXED FEE based on that scope of time. Nobody likes to work for free, so in a FIXED FEE all work must be accounted for. But, I capitalized ‘MIGHT BE’ because, if that larger SCOPE OF REQUIRED SERVICES was not actually required, and the Consultant did not actually have to do all the work that they originally thought they might have too, the Consultant still gets paid the full FIXED FEE, because it is a FIXED FEE and the Consultant carried the RISK of the cost of the work.
At BCS, we use our best judgment in evaluating the level of RISK for the overall cost of BCS Fees going into a project, and advise our clients as to the level of RISK, and the best method for them to proceed. BCS’ purpose of the ESTIMATED TARGET FEE is to provide a more realistic ESTIMATED TARGET FEE (than a FIXED FEE) for the SCOPE OF REQUIRED SERVICES to be performed. I state ‘realistic’, because BCS does not have to account for the worst-case scenario within an ESTIMATED TARGET FEE, as we would have to do for a FIXED FEE.
BCS can assume a more reasonable FEE and eliminate the ‘what if’ factor in the calculation of FEES. In the case of the ESTIMATED TARGET FEE, BCS recommends that the Client carry an additional contingency amount for FEES (maybe 10% to 20% pending the project) that might be required if additional work is actually required.
If the additional work is not required, then the contingency money stays in the pockets of the Client, and BCS is not paid a bunch of money for work we did not do. In this case the Client carries the RISK for the Consultants SCOPE OF REQUIRED SERVICES.
BCS finds the ESTIMATED TARGET FEE to be the fairest to both parties for certain renovation and certain envelope repair work, and in most case saves the Client money.
In our ESTIMATED TARGET FEE we break down how many hours, mileage, travel cost, accommodation, meals, etc. have been estimated and total it up with applicable taxes.
So, ask how the Consultant’s FEE for SCOPE OF REQUIRED SERVICES works and breaks down?
17) Ask about the actual proposed Fee amount and Extras?
What does the fee cover? Are there any hidden additional fees to be incurred? Does it include all applicable taxes?
Keep in mind that, the lowest price is not always going to buy you the best Consultant. This is something that you as a Client have to have a good feeling for and make your own judgement.
Does the Consultant charge for ‘Change Orders’ ?
How many ‘Change Orders’ does the Consultant generally have on a project of similar scale? BCS typical has a small number of construction related Change Orders on our projects. This is due to the fact that we provide very detailed drawings and specifications for the Tender process. Construction related Change Orders are usually accounted for in our FEES under estimated weekly administration, within reason. There are Consulting Firms out there that that provide a minimal set of drawings and then charge for ALL Change Orders, basically charging additional FEES for completing details they missed in their minimal set of drawings and specifications. This can add up to a lot of money in FEES by the end of a project.
BCS may charge for additional related time and expenses for ‘Owner Changes’ resulting in Change Orders pending the extent of BCS time involvement, and is evaluated on a per Owner Çhange Order basis.
So, not all FEE proposals are equal. You need to be aware of additional charges!
18) Does the Consultant carry General Liability Insurance ?
BSC carries $2M General Liability Insurance, confirmation can be provided.
Ask for a copy.
19) Does the Consultant carry Errors and Omissions Insurance ?
BSC carries Errors and Omissions Insurance, confirmation can be provided.
Ask for a copy?
20) Does the Consultant’s Errors and Omissions insurance cover them for Ingress Water?
If you are involving a Building Envelope Consultant for your repair, you have likely experienced ingress water issues and are seeking repairs. Ensure the consultant that you engage carries Ingress Water coverage.
BCS is covered for Ingress Water.
Ask for confirmation?
21) Ask what the terms of payment are ?
BCS invoices monthly as the progress continues. Invoices are due for payment upon receipt. Interest may be charged after 30 days, pending the conditions.
22) Ask if there are any limitations of liability?
This is totally a project-to-project basis and BCS would have to review a project’s scope to be able to address if there would be any limitations of liability. BCS does have a Terms and Conditions addressed within our Engagement Contracts.
23) Ask for a copy of the Consultant’s Terms and Conditions within their engagement contracts?
Read through the Terms and Conditions and see if there is anything in there that you are not in agreement with.
24) Ask if there has been any legal action against the Consultant for inadequate repairs?
Any legal action should be given consideration.
25) Ask if there could be a conflict of interest with the original builder or developer?
If there is a potential conflict, BCS recommends finding a different Consultant.
Final Selection
Once you get through the list of potential questions above with each Consultant, you should have a pretty good feel for the quality of Building Envelope Consultant that you want to hire. Good luck with your project!