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Alternative Project Delivery
Amy SchroederIdaho Transportation Department
Innovative Contracting Manager
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OutlineOverview
Project Selection
Design-Build Procurement Process
CMGC Procurement Process
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AuthorityDesign-Build: Idaho Code § 40-904CMGC: Idaho Code § 40-905
20% limit of annual highway program~$60 million annually
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Des
ign-
Bid-
Build
Design Bid Construction
Early Procurement Packages
Contracting MethodsCM
/GC
Select
ConstructionRFP
Design
Des
ign-
Build Design
Select
ConstructionRFP
RFQ
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Design-Bid-Build
Construction Manager / General
Contractor Design-Build(DBB) (CMGC) (DB)
ContractorDesigner
Owner Owner
Designer CM/GC
Owner
Design-Build Firm
Relationships with Department
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Project Nomination CriteriaComplexity / InnovationDelivery ScheduleLevel of DesignRisk FactorsAgency FactorsMarket FactorsThird Party Coordination
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Risk Assessment and Allocation
Design-Bid-Build CM/GC Design-Build
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Procurement RequirementsDesign-Build: two phase procurement process
RFQ for qualifications-based (short-list)RFP for technical and price proposals
CMGC: single phase procurement processRFP for qualifications-based and technical/price proposal
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Stipend (DB only)Based upon the estimated project costs
Can be increased for complexity if neededTABLE
Non-responsive proposals are not eligibleIf accepted, Department owns the work products
Contract Value(CV)
Stipend Base(SB)
Stipend Rate Stipend Range Max %
$0 - $5M 0 = CV x 0.3% 0 - 15,000 0.30$5M - $10M 15,000 = SB + (CV - $5M) x 0.20% 15,000 - 25,000 0.25
$10M - $20M 25,000 = SB + (CV - $10M) x 0.15% 25,000 - 40,000 0.20$20M - $40M 40,000 = SB + (CV - $20M) x 0.10% 40,000 - 60,000 0.15
> $40M 60,000 = SB + (CV - $40M) x 0.05% 60,000 -
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Design-Build MethodsBest Value: Price proposal divided by the technical proposal
score, awarded to the lowest overall scoreFixed Price, Best Design: Highest technical proposal scoreLowest Price, Technically Acceptable: Lowest price proposal
that meets minimum technical and designer qualifications requirementsGenerally, innovation or alternatives are requiredNo right-of-way, utility or railroad permits obtained by the
design-build firmDepartment obtains the required environmental clearancesPreliminary design is completed and the design-build firm’s role
is limited to completing the design and constructing the project
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RFQ InformationProject goalsProject scopeEstimated cost
Design and construction or fixed priceMaximum time allowed for project
Design and constructionDescription of the evaluation criteria and process
Requirements for key personnel
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RFQ Evaluation CriteriaConstruction-related experience and performance
Specialized experience and technical competenceKey personnel
Designer experience and qualificationsPerformance on similar projectsQualifications and relevant experience
Financial, personnel and equipment resourcesProposed plan to manage design and constructionUnderstanding of and approach to the projectOther appropriate qualifications-based selection factors
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Designer QualificationsProject complexityProject’s level of design completeness prior to the RFPPotential for design innovation and alternativesProject impacts to the public during construction and
operation
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RFP InformationProject goals & scopeEstimated costMaximum time allowed for projectBase conceptPerformance and technical requirements (specifications)Required deliverablesDescription of the selection and award criteriaCopies of the contract documentsCritical path method
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RFP Evaluation CriteriaProject-specific technical and quality factors
Design and construction qualificationsInnovation*Design and construction quality*Time of completion*
Price
*optional or integrated into other criteria
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RFP Contract ProvisionsPayment/performance bond, proposal guaranty,
insuranceStandards, rules, guidelines, and special provisionsDesign and construction requirements, including
specifications and environmental regulatory requirementsFinal documents upon completion of the projectSubmittal date for technical and price proposalsDate for opening the sealed price proposals
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Alternative Technical ConceptsEncourage innovation and tailor delivery and project to
proposer’s means and methodsEqual to or better than the base conceptImprove project quality and/or reduce project costs
A proposed ATC is not acceptable if it merely seeks to reduce quantities, performance or reliability, or seeks a relaxation of the contract requirements
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Alternative Technical ConceptsPreapproved to include in technical and price proposal
Each proposer shall submit only one proposalPrice proposal shall reflect any incorporated ATCs
The proposal may not otherwise contain exceptions to or deviations from the requirements of the RFP
Proposals with ATCs are evaluated against the same technical criteria as those without
Preapproved ATCs incorporated in a proposal become part of the contract upon award
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DB ProposalsTechnical and price proposal submitted concurrentlyEvaluation committee evaluates the technical proposals
based upon established criteriaTime-adjusted price (value of the time factor)
Total time value = total number of days to complete the project * time factor
Time-adjusted price is the total time value plus the total price proposal amount
Each proposer gets a summary of scores of all proposers and their own evaluation worksheets
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CM/GC ProcessCompetitive procurement process
Qualifications componentPrice component
Both qualifications and price are rated on a point-scaleHighest ranking firm gets contractTwo part contract
Design services & assistanceConstruction GMP
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2-Phase ContractDesign services
Life-cycle cost considerationsSchedulingCost estimatingConstructabilityAlternative construction options for cost savingsSequencing of work
Construction servicesAwarded after the plans have been sufficiently developedGuaranteed maximum price (GMP)
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RFP InformationDescription of project
Including programmatic, performance, technical requirements and specifications
Description of the qualifications to be required of the firmDescription of the requirements of key personnelDescription of the process the department will use to
evaluate proposalsSchedule of unit prices requiring pricingApproach to pricingThe form of the contract to be awarded
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RFP Evaluation CriteriaAbility and qualifications of key personnelFinancial, labor and equipment resources and availabilityAbility to meet time and budget requirementsScope of work to be self-performed and ability to
perform that workApproach to working collaboratively with the departmentConstruction experience in similar projectsUnit prices and approach to pricing
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CMGC ProposalsTechnical and price proposal submitted concurrentlyEvaluation committee evaluates the technical proposals
based upon established criteriaPrice proposal score combined with technical scoreHighest overall score is successful proposerEach proposer gets a summary of scores of all proposers
and their own evaluation worksheets
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Department’s ProgressOutreach: Districts, AGC, othersDB pilot project awarded September 2012
Next stepsProject nominations by districts and bridge sectionApproval by Transportation Board and FHWA
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Additional InformationITD Innovative Contracting Unit
Website and Advertisement Announcements:ITD.Idaho.GovDoing Business With ITDAlternative Contract Procurement Services
Sharepoint (internal to ITD):Division: Highways, ICU
Amy Schroeder, Innovative Contracting [email protected](208) 334-8772