CMGT 360 Final (other student)

5 DB Entity configurations

Contractor led
A/E led
Integrated Firm
Developer Led
Joint Venture

What is Design-Build

Project delivery
Single contract with owner

DB Contract
3 initial DB contract Docs

RFP
Tech Proposal
Price Proposal

DB Standard Contracts

� AIA (American Institute of Architects)
� EJCDC (Engineers Joint Contract Document Committee)
� AGC (Associated General Contractors Of America)
� DBIA (Design-Build Institute of America)

What determines who controls the details of design?

Level of design in the RFP

Design Draw-Build

35% Design
Low bid-based
DB entity selected on price only to complete drawings

Programming

Defined as a written statement of requirements of
the building used as the basis for design and the
Owner's budget & Schedule

Schematic Design

An investigation of different design alternatives that
meets the programming statement

Design Development

Continuation of the Schematic design stage with
design schemes further developed on a system
-by
-
system basis with more detail

Construction Documents

Architect creates final working construction
documents necessary to bid the job for construction,
pull permits and build the job in the field

Who Controls details of design in DBB

The owner

Who controls details of Design in DB

The Design-Builder

Plans/Specs Warranty in DBB

Owner warrants the sufficiency of the
plans & specs to the Contractor
(Spearin)

Plans/Specs Warranty in DB

The Design-Builder warrants the
sufficiency of the plans & specs to the
Owner

Single most important distinction of Design Build

Team

Gap Management

Finding the holes and filling them

Bridging

Owner Providing some level of design

Direct/Sole Source Selection

Assists Owner from as early as the programming stage to help define the
project needs

Qualifications Based Selection (QBS)

� One Step Process
� Price and design are not selection factor

Best Value Selection (BVS) - Criteria Documents

Two Phase Process
� Criteria documents provided to proposers
� Selection based on qualifications, technical solution and price
� Also called Design Criteria Design-Build

Best Value Selection (BVS) - bridging

Two Phase Process
� Plans and specs are developed beyond 20%
� Price usually becomes the dominant factor
� Also Called Preliminary Design Design-Build

Phases of Best Value Selection

1: RFQ and Shortlist
2: RFP (request for proposal) and contract awarded

Weighted Criteria

Awarded to proposer with highest total score (Technical score and price score combined)

Adjusted Low Bid

Qualitative aspects are scored on a 0 to 100 Scale. Bid price then divded by score to get adjusted bid

Two Envelope Proposal

contains technical envelope (non price factors) and price envelope

Criteria Low/Bid fixed budget/best design

Drawings and specs not complete
proposals are evaluated, deemed to meet the
base criteria, and award is made to the low
bidder.

QBS Procurement

, expertise & experience to
accomplish the project

BVS

before RFP
Shortlist 3 most qualified

What does an RFQ do?

Evaluates and ranks proposers

What does a Statement of Qualifications do?

Qualifies or Disqualifies
Pass/Fail

3 Functions of RFP

Communicate
Establish owner's role
make DB understand tasks&responsibilities

Technical leveling

DB offerors given a deadline to respond to changes/price amendment in order to make proposals equivalent

How many People should be on Selection Panel?

5-7
encourages operation by consensus

What does the Technical Evaluation Committee do?

Evaluate each proposal in their areas of expertise

Who should handle the proposal when it first arrives?

Technical Evaluation Committee

3 most important things to win

1 Know the owner
2 Study owner's
3 organization
Read the RFQ/RFP

Conceptual Estimating

Design backs into the cost model
Designing to cost

When is Master Format used?

Primarily for detailed estimating

When is Uniformat primarily used?

Conceptual estimating

Contingency

money added to estimate to cover unknown risks

4 Primary conceptual DB estimating types

1: Feasibility Estimate
2: Program Estimate
3: Schematic Estimate
4: Design Development

ROM

Rough order of magnitude estimates providing a general cost range to get an idea

Program Estimate

Known as a cost model, establishes a budget for the project

Schematic Estimate

-15-20% Design Completion
-uses system pricing
-higher contingency

Design development Estimate

35-40% Design completion

What percent of managing is Contractor-led?

54%

Owner's Role in D-B

-Cost and performance
-function and appearance
-Cannot make detailed design decisions without assuming liability

Trend Management

-I.D., Evaluate,Manage and resolve changes during design, procurement, and construction

Trend Estimating

Isolates cost of design and scope changes

Trend log

Trend Log lists all trends, monitors their
status, and summarizes their evaluation

Trend Estimate Report

Provides and audit trail for tracking of all cost impacts

Integrated Services

Multi-disciplined, collaborative approach to the way a project team relates

Interdisciplinary Fluency

thinking through and seeking solutions regardless of your training in an effort to provide multiple perspectives to solving problems.

Separates qualitative proposals from price proposals for review and evaluation

Two Envelope proposal

selection process where the owner and DB firm negotiates a contract based on subjective and qualitative factors?

Qualification based selection

Awarded to highest combined total points of tech and price proposals

weighted criteria

Development of conceptual design concept for use as RFP by A/E

Preliminary Design

5 DB Entity configurations

Contractor led
A/E led
Integrated Firm
Developer Led
Joint Venture

What is Design-Build

Project delivery
Single contract with owner

DB Contract
3 initial DB contract Docs

RFP
Tech Proposal
Price Proposal

DB Standard Contracts

� AIA (American Institute of Architects)
� EJCDC (Engineers Joint Contract Document Committee)
� AGC (Associated General Contractors Of America)
� DBIA (Design-Build Institute of America)

What determines who controls the details of design?

Level of design in the RFP

Design Draw-Build

35% Design
Low bid-based
DB entity selected on price only to complete drawings

Programming

Defined as a written statement of requirements of
the building used as the basis for design and the
Owner's budget & Schedule

Schematic Design

An investigation of different design alternatives that
meets the programming statement

Design Development

Continuation of the Schematic design stage with
design schemes further developed on a system
-by
-
system basis with more detail

Construction Documents

Architect creates final working construction
documents necessary to bid the job for construction,
pull permits and build the job in the field

Who Controls details of design in DBB

The owner

Who controls details of Design in DB

The Design-Builder

Plans/Specs Warranty in DBB

Owner warrants the sufficiency of the
plans & specs to the Contractor
(Spearin)

Plans/Specs Warranty in DB

The Design-Builder warrants the
sufficiency of the plans & specs to the
Owner

Single most important distinction of Design Build

Team

Gap Management

Finding the holes and filling them

Bridging

Owner Providing some level of design

Direct/Sole Source Selection

Assists Owner from as early as the programming stage to help define the
project needs

Qualifications Based Selection (QBS)

� One Step Process
� Price and design are not selection factor

Best Value Selection (BVS) - Criteria Documents

Two Phase Process
� Criteria documents provided to proposers
� Selection based on qualifications, technical solution and price
� Also called Design Criteria Design-Build

Best Value Selection (BVS) - bridging

Two Phase Process
� Plans and specs are developed beyond 20%
� Price usually becomes the dominant factor
� Also Called Preliminary Design Design-Build

Phases of Best Value Selection

1: RFQ and Shortlist
2: RFP (request for proposal) and contract awarded

Weighted Criteria

Awarded to proposer with highest total score (Technical score and price score combined)

Adjusted Low Bid

Qualitative aspects are scored on a 0 to 100 Scale. Bid price then divded by score to get adjusted bid

Two Envelope Proposal

contains technical envelope (non price factors) and price envelope

Criteria Low/Bid fixed budget/best design

Drawings and specs not complete
proposals are evaluated, deemed to meet the
base criteria, and award is made to the low
bidder.

QBS Procurement

, expertise & experience to
accomplish the project

BVS

before RFP
Shortlist 3 most qualified

What does an RFQ do?

Evaluates and ranks proposers

What does a Statement of Qualifications do?

Qualifies or Disqualifies
Pass/Fail

3 Functions of RFP

Communicate
Establish owner's role
make DB understand tasks&responsibilities

Technical leveling

DB offerors given a deadline to respond to changes/price amendment in order to make proposals equivalent

How many People should be on Selection Panel?

5-7
encourages operation by consensus

What does the Technical Evaluation Committee do?

Evaluate each proposal in their areas of expertise

Who should handle the proposal when it first arrives?

Technical Evaluation Committee

3 most important things to win

1 Know the owner
2 Study owner's
3 organization
Read the RFQ/RFP

Conceptual Estimating

Design backs into the cost model
Designing to cost

When is Master Format used?

Primarily for detailed estimating

When is Uniformat primarily used?

Conceptual estimating

Contingency

money added to estimate to cover unknown risks

4 Primary conceptual DB estimating types

1: Feasibility Estimate
2: Program Estimate
3: Schematic Estimate
4: Design Development

ROM

Rough order of magnitude estimates providing a general cost range to get an idea

Program Estimate

Known as a cost model, establishes a budget for the project

Schematic Estimate

-15-20% Design Completion
-uses system pricing
-higher contingency

Design development Estimate

35-40% Design completion

What percent of managing is Contractor-led?

54%

Owner's Role in D-B

#NAME?

Trend Management

#NAME?

Trend Estimating

Isolates cost of design and scope changes

Trend log

Trend Log lists all trends, monitors their
status, and summarizes their evaluation

Trend Estimate Report

Provides and audit trail for tracking of all cost impacts

Integrated Services

Multi-disciplined, collaborative approach to the way a project team relates

Interdisciplinary Fluency

thinking through and seeking solutions regardless of your training in an effort to provide multiple perspectives to solving problems.

Separates qualitative proposals from price proposals for review and evaluation

Two Envelope proposal

selection process where the owner and DB firm negotiates a contract based on subjective and qualitative factors?

Qualification based selection

Awarded to highest combined total points of tech and price proposals

weighted criteria

Development of conceptual design concept for use as RFP by A/E

Preliminary Design