Contracting Methodologies Presentation — original pdf

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CONTRACTS: CAPITAL PROJECT DELIVERY Presented by: Rolando Fernandez, Jr. Capital Contracting Office 1 Presentation Overview • Traditional Procurement Methods • Alternative Procurement Methods • Summary and Q&A 2 Professional Services Stand-Alone Alt Delivery Design-Build Construction Manager at Risk Construction Services Invitation for Bid Professional Services Rotation Lists Alt Delivery Job Order Contracting Competitive Sealed Proposal Construction Services Indefinite Delivery/ Indefinite Quantity 3 Design/Bid/Build City of Austin (Owner) • Most Commonly Used • Lowest Cost, Responsive/Responsible Bidder Awarded Architect/ Engineer General Contractor 4 Professional Services 6-8 months – Issuance to Execution Stand-Alone RFQ • Single professional service provider contracts with the City for a specific project. Rotation Lists • Rotation List contracting allows the City to always have a group of qualified consultants available to perform a specific type of recurring work in a timely manner to meet the project and operational needs of the City. 5 Evaluation Criteria For Professional Services Consideration Item # Title Maximum Point Value 3a 3b 1 2 4 5 6 7 8 9 MBE/WBE PROCUREMENT PROGRAM (YES/NO) TURNED IN ALL REQUIRED DOCUMENTS (YES/NO) TEAM’S STRUCTURE TEAM’S PROJECT APPROACH EXPERIENCE OF KEY PERSONNEL (PMgr = 10; ProjProf = 6; ProjPrin = 4) PRIME FIRM’S COMPARABLE PROJECT EXPERIENCE MAJOR SCOPES OF WORK – COMPARABLE PROJECT EXPERIENCE TEAM’S EXPERIENCE WITH AUSTIN ISSUES CITY OF AUSTIN’S EXPERIENCE WITH PRIME FIRM INTERVIEWS (OPTIONAL) Note: #3a, #3b, #4-#7, #9 may be edited by the Project Manager (PM) TOTAL 115 N/A N/A 10 20 20 15 15 10 10 15 6 Construction: Invitation for Bid 130 days – Issuance to Execution • Lowest responsible bidder is determined by: • Low Bid • City's MBE/WBE Program, solicitation goals met or Good Faith Efforts demonstrated • Experience, resources and safety 7 Alternative Delivery Procurement Methods Competitive Sealed Proposals (CSP) Construction Manager at Risk (CMR) Design Build (DB) Job Order Contracting (JOC) 8 Competitive Sealed Proposal Team Structure City of Austin (Owner) General Contractor Architects/ Engineers Subcontractors Suppliers Sub- Consultants 9 Competitive Sealed Proposal (CSP) 6-7 months – Issuance to Contract Execution BENEFITS: • Most similar to traditional (Design/Bid/Build) • • Contractor selected by Best Value Cost proposals are clarified and can be negotiated for changes in scope or schedule CONSIDERATIONS: • • • • • Council approval required for use of the methodology $1.5M budget limitation for civil work Requires complete drawings & specifications Not recommended for schedule-sensitive work Evaluation Panel Requirements 10 Construction Manager at Risk Team Structure RISK City of Austin (Owner) COLLABORATION Construction Manager at Risk Architects/ Engineers Subcontractors Suppliers Sub- Consultants 11 Construction Manager-at-Risk (CMR) 9-11 months – Issuance to Execution Best Value Construction Manager (CM) is on-board during design phase to collaborate on constructability and cost savings Construction can start before design is complete CM is responsible for construction (Minimizing need for change orders) City reviews CM’s processes – “Open Book Method” Recommended for larger complex projects with time sensitive schedules Council approval required for use of the methodology Two solicitations required (A/E & CM) A/E evaluated experience working with a CMR CMR Fee, General Conditions Stipulated Sum, Pre-Construction Phase Estimate Evaluation Panel Requirements Requires increased involvement by the Project Manager BENEFITS: • • • • • • CONSIDERATIONS: • • • • • One-step Selection Process • • 12 Design-Build Team Structure RISK City of Austin (Owner) Design-Builder (General Contractor & Architect/Engineer) Subcontractors Suppliers 13 Design-Build (DB) 11-13 months – Solicitation to Execution Fewer Change Orders, fewer delays, expected higher quality of results BENEFITS: • Design-Builder is a single firm to perform both design and construction • Contractor selected by Best Value • Construction starts before design is complete (saves time) • • Recommended for time sensitive projects CONSIDERATIONS: • Council approval required for use of methodology • Requires Design Criteria Manual which is solicitated separately • Professional Engineer needed to represent the Owner • • Two-step Selection Process Evaluation Panel Requirements 14 Job Order Contracting Team Structure City of Austin (Owner) Four (8) General Contractors Subcontractors Suppliers JOC SPECIFIC Architects/Engineers Sub-Consultants 15 Job Order Contracting (JOC) 10 weeks from 100% Design BENEFITS: • Contractor selected by Best Value • Multiple Contractors on a Rotation List • Multiple Job Orders performed simultaneously • Contract can extend to multiple terms • Unit Price Book for cost control • Recommended for time-sensitive, minor construction, renovation or repair work of facilities CONSIDERATIONS: • Requires knowledgeable City resources to administer base contract and individual job orders. • Recommended for projects less than $300,000. 16 Evaluation Criteria for Alternative Delivery Methods Delivery Type CSP / CMR / DB CSP / CMR / DB CSP / CMR / DB CSP / CMR / DB CSP / CMR / DB CSP CSP CSP / CMR / DB CSP CSP CMR / DB CMR / DB CMR CMR / DB CMR / DB CMR / DB CSP / CMR CSP / CMR / DB CSP / CMR DB Criteria Title MBE / WBE Procurement Program Safety Records Offeror’s Financial Capability Required Documentation Contractor’s Comparable Experience/ CMR Experience / DB Experience Past Performance on City of Austin Projects Key Personnel Comparable Experience Major Subcontractor’s Experience / Major Subconsultants/Subcontractors-DB Organizational Structure and Business Practices Quality of Goods and Services by Sustainability Experience CMR/DB Team Members Team Structure Work Approach and Delivery Schedule Reputation, Quality of Goods and Services and Business Practices Team Experience with Austin-Area Issues Local Business Presence (non-federally funded projects) Price / Proposed Fees Service-Disabled Veteran Business Enterprise Optional Interview Step 2 - Shortlist maximum of 5 Offerors Mandatory Interviews Proposed Fees Point Values YES / NO YES / NO YES / NO YES / NO 20 / 25 /15 10 20 10 / 10 / 15 15 10 30 / 30 10 / 15 15 15 / 20 10 / 10 5 30 / 30 3% evaluated criteria 15 / 25 30 30 17 QUESTIONS? 18