Proposal or Bid on Construction Work

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					Design-Build
 Authorization
 Project Selection
 Criteria
 Recent Changes
Authorization
  Design Build (D-B) Contracting Authorization –
     FLORIDA STATUTES
  D-B Major Projects Authorization – 337.11(7) F.S.
     Buildings
     Major Bridge
     Limited Access Facilities
     Rail Corridor


    Estimated cost exceeds $10M
Authorization
  Design Build (D-B) Contracting Authorization
     FLORIDA STATUTES
  Minor D-B Projects Authorization –337.025 F.S.
     Innovative Contracting Statute – Annual Cap of
      $120M
        Minor Bridge
        Resurfacing (no widening/shoulder work)
        Projects not covered by 337.11(7) F.S.
       Estimated Cost less than $10M
Project Selection
 Design Build (D-B) contracting should be considered on
   the following types of projects:
     Demand an expedited schedule and can be
      completed earlier
     Require minimal Right of Way acquisition and
      utility relocation
     Well defined scope
     Allow for innovation in the design and/or
      construction effort
     Low risk of unforeseen conditions
     Low possibility of significant changes
Project Selection
Examples of projects which may be good D-B
  contracting candidates:
   Major Bridges
   Minor Bridges
   ITS (computer signalized traffic)
   Intersection improvement (with known
   utilities)
   Buildings-office building, rest areas,
   welcome stations, etc.
Project Selection
Examples of projects which may be good D-B
  contracting candidates (continued):
   Interstate widening
   Rural Widening
   Fencing
   Landscaping
   Lighting
   Signing
   Signalization
   Guardrail
Project Selection
 Examples of projects which may not be good
 D-B contracting candidates are:
    Major bridge rehab/repair with significant
     unknowns
    Rehab of movable bridges
    Urban construction/reconstruction with
     major utilities, major subsoil, R/W or other
     major unknowns
 Developing Design-Build Criteria
Adjusted Score or Low Bid?
  Adjusted Score
     • Want (or need) to have input by evaluating the D-B
       firm and Technical Proposal (prior to bid time)
     • Innovation or potential alternatives exist
     • Scope is more versatile
Developing Design-Build Criteria
 Low Bid
   • Straight forward projects
      – (guardrail, noise walls, milling and
        resurfacing, etc.)
   • Scope is well defined
Developing Design-Build Criteria
   All aspects of the project for which there is a
    Department preference must be set.
      Do we want it?
      Do we not want it?

   Includes multiple disciplines: Structures,
    Drainage, Traffic Operations, Permitting,
    Utilities, Roadway, Striping, Pavement Design,
    Estimates, FHWA, etc.
Developing Design-Build Criteria

Information typically gathered before the
 advertisement: (Department Concept)

  Typical Section
  Survey
  Geotechnical
  Utilities
  Pavement Design
Writing the Criteria

Department and Consultant Authors
   Expectations should be clear
  Be specific where appropriate
  Don’t ask for things we don’t
   want/need
Pre-qualification Requirements

 Unless specifically stated otherwise
  in the Advertisement, standard pre-
  qualification requirements apply for
  the designer and contractor
  Request for Proposals
Much of the language is standard from
 SCO website
Grading Criteria
  Decide what is important
    Innovation
    Maintenance of Traffic
    Aesthetics
    Environmental
    Schedule
  Assign Points Accordingly
 Advertisement
 List only the pre-qualifications necessary for
  the major items of work.
 List consultant work groups that are required.
 List the criteria that will be used for evaluating
  the letters of interest.
 FDOT Ads can be found at the following link:
  http://www2.dot.state.fl.us/procurement/ads/
  advdbld.htm
 Design/Build Experience
 Joint Project Experience
 Similar Project Experience
 Past Performance (both team members)
 Key Personnel and their experience
 Any applicable commitments (DBE, Time,
 Warranties, etc.)
 RFP sets a hierarchy for design issues and
  construction issues to be resolved through a
  defined chain of command
 D-B Firm will be required to set a similar
  escalation process for both design and
  construction
 Issue Escalation & Resolution
Design Project Manager     Construction Project Mgr



District Design Engineer   District Const. Engineer


Director of Development     Director of Operations


   District Secretary        District Secretary
Only on ASDB Projects
The Department intends to compensate the
 unsuccessful short-listed Firms for submitting
 a proposal
The unsuccessful short-listed Firms may
 receive compensation (lump sum) for their
 efforts in preparing a proposal if the proposal
 is determined to be responsive
The intent to compensate and the amount of
 compensation will be noted in the RFP
This decision will be at the discretion of the
 contracting District or Central Office.
Federal funds MAY be used.
A Stipend is not intended to compensate the
 Firms for the total cost of preparing the
 proposal package.
In return, the Department reserves the right
 to use any of the concepts or ideas within the
 technical proposals, as the Department deems
 appropriate.
GUIDELINES FOR ESTIMATING STIPEND AMOUNTS FOR DESIGN
 BUILD PROJECTS
  Contract Value   Complex Urban and    New Construction    Range of Stipend
                          Rehab.             Projects
      < $5M         0.0050 * Estimate   0.0040 * Estimate     $15K - $25K
    $5M - $20M      0.0030 * Estimate   0.0025 * Estimate     $15K - $60K
   $20M - $50M      0.0020 * Estimate   0.0018 * Estimate    $36K - $100K
   $50M - $100M     0.0015 * Estimate   0.0012 * Estimate    $60K - $150K
     > $100M        0.0012 * Estimate   0.0010 * Estimate       $100K +

 Examples:
 A $4M rehabilitation project would have a recommended stipend
   of $4,000,000 (0.0050) = $ 20,000.
 A $30M complex urban project would have a recommended
   stipend of $30,000,000 (0.0020) = $ 60,000.
 A $175M new bridge project would have a recommended stipend of
   $175,000,000 (0.0010) = $175,000.
 ATC Process allows:
  Innovation
  Flexibility
  Time/Cost Savings
  Best Value for public
 Used at District discretion on adjusted score
  D-B projects when probability of innovation
  or alternatives exist
 ATC Meetings must comply with Sunshine
  Law
 ATC Meetings:
  2 (Max) per D-B Firm
  Meeting schedule accounted for as part of
   Project Schedule identified in the RFP
  Occur prior to RFP established due date for
   ATC formalized submittal
ATC Submittal must include:
   Description (concept drawings, product details,
    traffic operational analysis, as appropriate)
   Usage (where/how will it be used on project)
   Deviations from RFP
      Explanation of Deviation
      Request for Approval
ATC Submittal must include:
   Analysis justifying deviations from RFP if applicable
   Impacts (during and after construction)
      Vehicular
      Environmental
      Community
      Safety
      Lifecycle
      Maintenance/operation
ATC Submittal must include:
   Risks (added for Dept. or 3rd Party)
   Quality – how is the ATC equal or better in quality or
    performance
   Anticipated Life enhanced or compromised by ATC
 Department reviews the ATC and advises:
  Concept is acceptable
  Concept is unacceptable
  Concept requires additional information


  Department responds within 2 weeks of ATC
   meeting or submittal of formal ATC.
  Correspondence maintained in project file
 If an approved ATC deviates from RFP, the
 department will:
   Update RFP Criteria
   Issue Addendum
 Approved Design Exceptions/Design Variances
  require an update to the RFP
 FHWA must approve such changes
 Department reserves right to disclose to all D-B firms
 any issues identified in ATC meetings or ATC
 submittals except those determined to reveal
 confidential or proprietary information
 Incorporation of ATC into Proposal:
   D-B firm can opt to include approved ATC’s as part of
    proposal
   Bid should reflect any approved/incorporated ATC’s
 If not selected, D-B agrees to disclose work products
 associated w/ATC after receipt of Stipend or Contract
 Award, whichever occurs first
Professional Liability Insurance

  Per D-B Specifications
 D-B Contract Amount   Minimum Coverage
    Up to $30M             $1,000,000
    $30M - $75M            $2,000,000
    > $ 75M                $5,000,000
  Conflict of Interest Policy


 Any Consultant or its affiliate developing the
  Request for Proposals for a project will not be
  eligible to compete for that project.
  Conflict of Interest Policy
DESIGN BUILD
 The contractor or design professional cannot team,
  as a Prime, with other firms to submit more than one
  bid per project.
 The secondary member (i.e. designer or contractor)
  of the design-build team cannot change, after award,
  without the written approval of the District
  Secretary.
  Conflict of Interest Policy
DESIGN BUILD (continued)


 A consultant firm, its affiliate, or sub-consultant,
  that is under contract with the Department to
  provide Construction Engineering and Inspection
  (CEI) services on the Design-Build contract cannot
  be part of a Design-Build Team proposing on that
  contract as a prime or sub-consultant.
DESIGN BUILD GUIDELINES
DESIGN BUILD PROCEDURE
                 BOILERPATE ADVERTISEMENT
http://www.dot.state.fl.us/construction/DesignBuild/DBDocuments/D-B_Boilerplate_AD_Locked.docx



   One-Stop Shopping for all things Design-Build
 http://www.dot.state.fl.us/construction/DesignBuild/AllSites/DesignBuildSites.shtm
DESIGN-BUILD GUIDELINES
               DESIGN-BUILD GUIDELINES

                    Sections 3.10.1.1 -3.10.1.11

 http://www.dot.state.fl.us/construction/DesignBuild/DBRules/DesignBuildGuidelines.pdf



Based on Industry feedback, these sections have
been expanded to include more objective criteria.
  Design Build Guidelines LOI Evaluation Criteria
Experience/Performance Considered for:
 Most recent 5 year period
 Out-of State projects
 In-State other Local Government projects
 FDOT use Department Database information if
  available (CIM, CPPR, etc.)
Examples:
 Past Performance Grades
     Contractor
        CPPR

     Designer
        Professional Services Grades
           Average D/W grade – Advertised Work Type
           Average S/W grade – Advertised Work Type
           Average D/W grade – All work Types
           Average S/W grade – All work Types
Examples (cont.):
 Design-Build Experience

 Emphasis placed on:
   D-B experience on S/W basis (FDOT)
   In-State D-B experience (other local governments)
   Out of State D-B experience
Examples (cont.):
 Safety Record

 Emphasis placed on:
   OSHA Violations
   Experience Modification Rating (EMR)
     Industry Standard Satisfactory EMR = 1.0
Examples (cont.):
 Environmental Record

 Emphasis placed on:
   Violations issued by Environmental Agencies
   List Environmental Permit Numbers associated
    with work performed by D-B Firm in LOI
   CPPR Category 7 – Environmental Compliance
Request for Proposal
Lessons Learned
  Lessons Learned
 Most Projects $100 million or greater will be
  Design Build
    Greater opportunity for scope alternatives and
     innovation
Establish/use a maximum budget amount (MBA)
 as appropriate
Select based on scope, qualifications, quality,
 schedule, but cost not to exceed MBA
A+B/Technical Proposal Score when using I/D’s
Lessons Learned
 The proposal is the commitment. Deviations may
  require a credit.
 Don’t include “non-descriptive” commitments in
  the proposal.
     FDOT should clarify such during the Q & A.
 Innovation does not include revisions to FDOT
  specifications or department policies.
 Innovation should be limited to the D/B Firm’s
  means and methods, approach to project, etc.
Lessons Learned
“Project Selection Guidelines” are important
Independent “Peer Review” on Major Projects
Use of Bid Options
Expect what is put in the RFP

Share all available information
QUESTIONS?

				
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Description: Proposal or Bid on Construction Work document sample