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