DESIGN-BUILD INSTITUTE OF AMERICA Western Pacific Region Tuesday, - - PowerPoint PPT Presentation

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DESIGN-BUILD INSTITUTE OF AMERICA Western Pacific Region Tuesday, - - PowerPoint PPT Presentation

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DESIGN-BUILD INSTITUTE OF AMERICA Western Pacific Region Tuesday, April 26, 2016 11:30 am 1:30 pm San Jose Marriott, San Jose Featured Speakers Robert Oates Project Director III BOARD OF STATE AND COMMUNITY CORRECTIONS (BSCC) Michael

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DESIGN-BUILD INSTITUTE OF AMERICA Western Pacific Region Tuesday, April 26, 2016 11:30 am – 1:30 pm San Jose Marriott, San Jose

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Featured Speakers

Robert Oates

Project Director III BOARD OF STATE AND COMMUNITY CORRECTIONS (BSCC)

Michael Meredith, DBIA, LEED

Project Director – Project and Construction Management CALIFORNIA DEPARTMENT OF CORRECTIONS AND REHABILITATION (CDCR) DBIA-WPR Board Member, Owners Council Director

Sean Carolan, DBIA, LEED AP

Operations Manager HENSEL PHELPS DBIA-WPR Board Member, Membership Chair .

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Featured Speakers

Robert Oates

Project Director III BOARD OF STATE AND COMMUNITY CORRECTIONS (BSCC)

  • More than 27 years of professional experience performing

program and construction management for institutional, commercial, educational, and capital projects.

  • Graduated from Chico State University with a Bachelor of Science

Degree in Construction Management

  • Previous experience included roles with Kaiser Permanente, Jonas

and Associates, RBF Engineering and the State of California, Department of General Services, Real Estate Services Division - Project Management Branch (RESD-PMB)

.

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Featured Speakers

Michael Meredith, DBIA, LEED

Project Director – Project and Construction Management CALIFORNIA DEPARTMENT OF CORRECTIONS AND REHABILITATION (CDCR) DBIA-WPR Board Member, Owners Council Director

  • Graduated from Bowling Green State University, in Construction Technology.
  • 34 years in the construction industry
  • 17 years experience in the private sector working for large general contractors on a

variety of project types, including county jails, high rise, medical, nuclear power, oil platforms, and civic projects.

  • Spent ten years at the California Department of General Services, in part as Project

Director for the well known $392 million dollar, 1 mil sf Capitol Area East End Complex.

  • Project Director on the award winning $906 million dollar California Health Care

Facility (CHCF). The award winning 1722 bed 1.2 million sf facility is the first of its kind in California.

  • Recently completed the very successful Mule Creek Infill Complex, a $350mil, 1584 bed

facility critical to achieving the Departments court ordered bed count mandate.

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Featured Speakers

Sean Carolan, DBIA, LEED AP

Operations Manager HENSEL PHELPS DBIA-WPR Board Member, Membership Chair .

  • Graduated from California Polytechnic State University at San Luis Obispo

with a Bachelor of Science Degree in Construction Management

  • 20 year veteran of Hensel Phelps,
  • Significant design-build experience, particularly on detention centers,

including the Stanislaus County Public Safety Center Expansion - Projects 1 & 3; the $370 Million Mule Creek Infill Complex Expansion, the Alameda County Juvenile Justice Center; and the San Quentin State Prison Health Services Building.

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SB-863 Lease Revenue Bond Financing Overview

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AGENDA

Who’s on Our Team? Lease Revenue Bond Authority Lease Revenue Bond Financing Project Development State Fire Marshal Challenges that Delay the Project County X SB-863 LRB Project

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STATE TEAM SUPPORTING LRB FUNDING

BSCC – County Facilities Construction SPWB – State Public Works Board PMIB – Pooled Money Investment Board DOF – Department of Finance DGS – Department of General Services. SFM – Fire & Life Safety\Plan Review

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LEASE REVENUE BOND FINANCING AUTHORITY

Senate Bill 863 was chaptered June 2014 authorizing 500 million dollars in SLR bond financing for Adult Local Criminal Justice Facility construction.

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LEASE REVENUE BOND FINANCING

  • 1. Typical Project Cost vs Time
  • 2. LRB and the PMIB
  • 3. Reimbursement Details
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  • 1. TYPICAL PROJECT COST VS. TIME

Conditional Award

START Complete 100% 0%

TIME % COST %

0% 100% Notice to Proceed

NTP

Plan, Design & Bid Construction

Design-Bid-Build or DBB

Pre- Design Preliminary Plans Working Drawings Bid Project

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  • 2. LRB CASH FLOW WITH PMIB LOAN

Conditional Award

Complete 100% 0%

TIME % COST %

100%

NTP

Plan, Design & Bid Construction

  • 1. Pooled Money

Investment Board (PMIB)

  • 2. County Finances

project, but is reimbursed at specific intervals

  • 3. Reimbursement is

available after NTP.

  • 4. Bonds Sold After

Project is Complete

  • 5. PMIB is repaid.

LRB Cash Flow With PMIB

PMIB is the State Account to Loan Project Money for Reimbursement

PMIB Loans County At Regular Intervals PMIB Repaid

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  • 3. REIMBURSEMENT DETAILS
  • a. No Cash or In-Kind match requirements.
  • b. Match requirements add additional burden. (10% = $1.5 M, 5% = $750k)
  • c. Counties may take out recurring construction loans for 3-month window
  • d. Interest payments are not reimbursable.
  • 1. State Reimbursement = $15 M
  • 2. Match Requirement

= $ 0 M

  • 3. Plan, Design, Bid Cost = $ 3 M
  • 4. Construction Cost

= $12 M

  • 5. Construction Duration

= 12 Month

  • 6. Construction Cost/Mo

= $1 M/Mo

  • 7. Cost to NTP

= $ 3 M

  • 8. Construction Cost

= $ 2 M

  • 9. Cost Before Payment

= $ 5 M 10.First Payment is $3M

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PROJECT DEVELOPMENT STEPS:

  • 1. Reviews & Approvals
  • 2. Determine the Approval Date
  • 3. Project Establishment
  • 4. Schematic Design
  • 5. Preliminary Plans
  • 6. Working Drawings
  • 7. Bidding
  • 8. Design-Build (DB)
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  • 1. REVIEWS & APPROVALS

Conditional Award

Complete 100% 0%

TIME %

100% Notice to Proceed

NTP

Plan, Design & Bid Construction

Pre- Design Preliminary Plans Working Drawings Bid Project

Review & Approval

Review Only SPWB Approval Preliminary

Schematic Design Establish PP WD

HOW DO YOU DETERMINE THE SPWB DATES?

Site Assurance Due Diligence Kick-Off

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  • 3. PROJECT ESTABLISHMENT

Conditional Award

Complete 100% 0%

TIME %

100% Notice to Proceed

NTP

Plan, Design & Bid Construction

Pre- Design Preliminary Plans Working Drawings Bid Project Schematic Design Establish PP WD 0% Pre-Design Begin Design

Project Establishment

BSCC

Review 4-Week Review 4-Week

Scope Cost Schedule 3-Page Cash Match Space List Drawings

TIME %

Award DOF SPWB

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  • 4. SCHEMATIC DESIGN

Conditional Award

Complete 100% 0%

TIME %

100% Notice to Proceed

NTP

Plan, Design & Bid Construction

Pre- Design Preliminary Plans Working Drawings Bid Project Schematic Design Establish PP WD 0% Preliminary Design Begin Working Drawings

Schematic Design

SD

TIME %

Establish SPWB 6-Weeks County BSCC SFM Review Meeting BSCC SFM

c c

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  • 5. PRELIMINARY PLANS

Conditional Award

Complete 100% 0%

TIME %

100% Notice to Proceed

NTP

Plan, Design & Bid Construction

Pre- Design Preliminary Plans Working Drawings Bid Project Schematic Design Establish PP WD 0% Preliminary Design Begin Working Drawings

Preliminary Plans

Submittal

TIME %

Establish SPWB BSCC SFM

c c

SD

1-Non-Plan/Specs:

Scope Space List Cost Cash Match Schedule 3-Page BSCC Review 2-weeks DOF Review 6-weeks

2-Plan/Specs:

Plans OPS Spec’s CD

Approval

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  • 6. WORKING DRAWINGS

Conditional Award

Complete 100% 0%

TIME %

100% Notice to Proceed

NTP

Plan, Design & Bid Construction

Pre- Design Preliminary Plans Working Drawings Bid Project Schematic Design Establish PP WD 0% Preliminary Design Begin Bidding

Working Drawings

Submittal

TIME %

Establish DOF BSCC SFM

c c SD 1-Non-Plan/Specs:

Scope Space List Cost Cash Match Schedule 3-Page BSCC Review 4-weeks DOF Review 4-weeks

2-Plan/Specs:

Plans Cost Spec’s CD

Approval

PP

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  • 7. BIDDING

Conditional Award

Complete 100% 0%

TIME %

100% Notice to Proceed

NTP

Plan, Design & Bid Construction

Pre- Design Preliminary Plans Working Drawings Bid Project Schematic Design Establish PP WD Bidding Begin Construction

BIDDING

Advertise

TIME %

Establish DOF

SD

Analyze Select Low Bid Prepare Bid Package

PP WD

Bid Due BOS Approves County BSCC Review State Bid

NTP

PMIB UPDATES:

Scope Space List Cost Cash Match Schedule 3-Page

PMIB Loan DOF

WD

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  • 8. DESIGN-BUILD (DB)

Conditional Award

Complete 100% 0%

TIME %

100% Notice to Proceed

NTP

Scope / PC / RFP Construction

Pre- Design Not Reimb. Performance Criteria (PC) Develop RFP Select DBE/ GMP Establish Bridging

Design Pkg 1 Design Package 2 Design Design Construct Construct

Types of Design Packages 1-Site Work 2-Underground/Utilities 3-Footing 4-Structureal Steel 5-Finish

Reimburse After NTP Before Majority of Design

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STATE FIRE MARSHAL

SB 863- SFM fees are the responsibility of each County

SFM review and approval is required for all State projects. The hourly rate $237.39 The county must receive a “Certificate of Occupancy” prior to

  • ccupying the facility.

Repeat with Each Package

Schematic Drawing Preliminary Drawing Working Drawing

Bid

Construction

SFM Review SFM Review SFM Review SFM Review

Typical Design-Bid-Build (DBB) Typical Design-Build (DB)

Bridging Documents Preliminary Drawing Working Drawing Construction

SFM Review SFM Review SFM Review SFM Review

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STATE FIRE MARSHAL REVIEW

BSCC Involvement with SFM REVIEW

ESTABLISH INITIAL FLS REVIEW SCHEMATIC DESIGN

PRELIMINARY PLAN WORKING DRAWINGS Bid and Build Review FLS

  • 1. Screen

County to Document

  • 1. Accept
  • 2. Screen
  • 3. Reviews
  • 4. REPEAT
  • 5. Signed
  • 1. Screen

County to Document

Timeline

Document:

Deficiency List Marked up Drawings

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QUESTIONS

Any Questions?

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Maximizing the Benefits of Design- Build for Justice Facilities

Design-Build Done Right

Mule Creek Infill Complex Case Study

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Quantity of Stakeholders Strict Security Criteria Staff Safety ADA Compliance Challenges LEED Compliance Life Safety Complexities Acoustical Requirements

What makes Justice Facilities Unique?

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Mule Creek Infill Complex Ione, California

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The Project Team

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Mule Creek Infill Complex Level II Dormitory Housing Complex

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Project Value: $331 Million 23 Month Schedule 80 Acre Site 1.2M CY of Earth Moved 24 Buildings 550,000 SF 1584 Dormitory Style Beds Upgrade work @ MCSP

Project Overview

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Un-rippable Rock Extensive Earthwork Accelerated Schedule Multiple Stakeholders Legacy Criteria Precast Module Schedule Added Scope

Project Challenges

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Best Practice Principles Universally Applicable Directly Affect Project Performance Implementing Techniques Goal = Successful Project

Utilizing Best Practices

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These Best Practices are broken done into three Primary sections:

(I) Procuring Design-Build Services (II) Contracting for Design-Build Services (III) Executing the Delivery of Design-Build Projects

Maximizing the Benefits of Design-Build for Justice Facilities | Mule Creek Case Study

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Stakeholder Orientation

Evaluators Handbook Critical Success Factors

Collaborative Environment

Set the Tone

Risk Assessment

Site Selection

PROCURING DESIGN-BUILD SERVICES An Owner should conduct a proactive and objective assessment of the unique characteristics of its program/project and its organization before deciding to use design-build.

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PROCURING DESIGN-BUILD SERVICES An Owner should implement a procurement plan that enhances collaboration and other benefits of design-build and is in harmony with the reasons that the

  • wner chose the design-build delivery system.

Key Trade Contractors Prescriptive vs. Performance Recognize Proposer’s Costs

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PROCURING DESIGN-BUILD SERVICES An owner using a competitive design-build procurement that seeks price and technical proposals should: (a) establish clear evaluation and selection processes; (b) ensure that the process is fair, open and transparent; and (c) value both technical concepts and price in the selection process.

Stipulated Sum/Best Value Selection Confidential Meetings Reasonable Stipend Debrief Meeting

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CONTRACTING FOR DESIGN-BUILD SERVICES Contracts used on Design-Build projects should be fair, balanced and clear, and should promote the collaborative aspects inherent in the design-build process.

Project Specific Risks

Un-rippable Rock

Project Stakeholder Communication

Direct Access Primary Stakeholder Leader

Resolution of Changes

Timely Direction

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CONTRACTING FOR DESIGN-BUILD SERVICES The contract between the owner and the Design-Builder should address the unique aspects of the design-build process, including expected standards of care for design services.

The Owner’s Role

Communication Decisions Design Reviews

Clear Project Milestones

9 Contract Milestones

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CONTRACTING FOR DESIGN-BUILD SERVICES The contracts between the design-builder and its team members should address the unique aspects of the design-build process

Designer of Record Involvement Roles & Responsibilities Communication

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EXECUTING THE DELIVERY OF D-B PROJECTS All design-build team members should be educated and trained in the design-build process, and be knowledgeable of the differences between design-build and other delivery systems.

Creating Trust The Right Project Staff Experienced D-B Trade Partners

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EXECUTING THE DELIVERY OF D-B PROJECTS The project team should establish logistics and infrastructure to support integrated project delivery.

Co-Location Established Administrative Processes

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EXECUTING THE DELIVERY OF D-B PROJECTS The project team, at the outset of the project, should establish processes to facilitate timely and effective communication, collaboration, and issue resolution.

Executive Partnering Group Partnering Focus Groups Timely Decisions by Owner

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EXECUTING THE DELIVERY OF D-B PROJECTS The project team should focus on the design management and commissioning/turnover processes and ensure that there is alignment among the team as to how to execute these processes.

Realistic Design Development Plan Design Approvals Commissioning & Activation

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Mule Creek Results

Accelerated Process Early Completion & Occupancy Project Team incorporated Added Scope Integrated Team

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Questions

Any Questions?