Managing the Self-Storage Design Process and Team to Ensure a Smooth Project

When designing a self-storage project, it’s critically important to understand the necessary steps and team members involved before getting to final construction or permitted drawings. A typical development can involve more than a dozen advisors, consultants and contractors. Without a clear understanding of each person’s role in the process or the appropriate time to engage each party, an owner or developer can find himself over budget, behind schedule or at risk of losing the deal all together.

A little time spent on the front end of a plan can save a lot of time, energy and money, not only on the design process but, more important, on your construction budget. Here are some guidelines to ensure everyone is working seamlessly toward the same goal.

Identify Your Team

Identify your consultants before you need them, not when you need to hire them. Ask construction and development professionals in your local or target market for recommendations. Interview at least three of the following before beginning any design work:

Interview these people as if you were hiring an employee. Consider asking these questions:

Also, ask if they know about or have opinions on any of the other professionals you’re considering. I don’t mean their direct competition, but the other disciplines with which they’ll be required to work during the project.

Communicate Your Goals

Define and clearly communicate the team’s goals along the way. This may sound simple, but failure to clearly define your specific goals—in your own mind and with members—makes it likely someone will miss the mark at some point during the process. While the objectives may change along the way, it’s your job ensure everyone is focused on accomplishing the same tasks.

For example, let’s say you’re in the zoning-entitlement phase, with the goal to get approval from the local jurisdiction. Unfortunately, your architect was late getting you the elevations for submittal because he was working on optimizing the unit mix, which has no impact on zoning approval. If you’re the owner, you lead the design team to ensure everyone is marching toward the same target at any given time.

Engage in the Correct Order

Engage your team from the ground up, not the roof down. The design process can be costly and time-consuming. You can avoid wasting resources by thinking from the ground up, starting with the soil and site. For example, it makes no sense to involve an architect first if he doesn’t know how the building will sit on the site—information that comes from your civil engineer.

Everyone is going to want to make sure your soils can sustain your proposed improvements, so have a geotechnical engineer run soil tests based on the layout. A civil engineer can’t layout the building without a reliable survey.

Design for Approval

Unless you’re in a jurisdiction with by-right zoning and no site-plan or design-elevation approvals, you’ll need to obtain some level of approval from your local jurisdiction before submitting your construction drawings. Have a clear understanding of the design documents you need to present to obtain zoning/land use, utility, access or site approval. This is a good time to engage your zoning/land-use attorney to make sure your civil engineer and architect are drafting design documents in accordance with submittal requirements, arranging meetings with any public officials or staff to discuss preliminary plans and concepts, and ensuring that any rolling submittal deadlines are met.

Review Progress

When should the design team review its progress? Early and often! As a project advances, opportunities for value engineering (construction cost savings) diminish, so have the various members review and comment on each other’s work along the way. While one may always have done something a particular way, another might see an opportunity to accomplish the same task in a more cost-effective or timely manner.

This cross-checking should generate healthy dialogue among the group but, ultimately, you are the decision-maker. It’s impossible to be an expert in all subject matter, but in most cases, you can determine the correct answer by asking:

Obviously, this is a simplistic approach, but it can come in handy when you don’t have a clear handle on the technical merits or downsides to a solution being discussed.

Understand the Stages

A typical project’s design lifecycle includes the following stages. Starting on the right foot is critical. It’s also highly recommended that you take the time to review the drawings as a team after each stage. This small extra step and time can save you significantly down the road.

An effective design team is critical and, although they’re third-party groups, you should treat them like company assets. Good consultants and advisors can be challenging to find, especially during hot development cycles like the one we’re currently experiencing. The stronger of a relationship you can establish with them, the more they’ll want to perform good work for you, and the more you can identify their strengths and weaknesses. This will allow you to plan accordingly on the next project.

Jim Berry is a managing member of RRB Development LLC, which develops self-storage facilities in the Southeast. His experience includes mixed-use master-planned communities, “new urbanist” projects, and a variety of commercial and residential properties. He applies his experience to the development of urban-infill self-storage assets. For more information, call 404.643.8245; visit www.rrbdevelopment.com.