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Design-Build Trifecta A joint presentation of DBIA WESTERN PACIFIC REGION and AIA LOS ANGELES September 16, 2014 Design-Build Trifecta SPEAKERS: MODERATOR: Brandye K. DLena , Andrea Cohen Robert J, Hartung , David Callis , Executive


  1. Design-Build Trifecta A joint presentation of DBIA — WESTERN PACIFIC REGION and AIA LOS ANGELES September 16, 2014

  2. Design-Build Trifecta SPEAKERS: MODERATOR: Brandye K. D’Lena , Andrea Cohen Robert J, Hartung , David Callis , Executive Director Gehring , FAIA Hon AIA, DBIA Vice President and of Facilities Planning Principal, DLR President, Division Manager, Purchasing, Group Alternative Delivery Swinerton Builders SOCCCD Solutions LLC DBIA + AIA | LA 2

  3. Addressing the 3 GREATEST CHALLENGES of the Design-Build Project Delivery DBIA + AIA | LA 3

  4. 1. HIGH COST OF COMPETING FOR A PROJECT How to Cut Procurement Costs

  5. 2. OWNER LOSES CONTROL OF THE DESIGN Keeping the Owner Involved

  6. 3. PROTECTING ONE’S INTEREST VS. WHAT IS BEST FOR PROJECT Meaningful Team Collaboration

  7. CASE STUDY IRVINE VALLEY COLLEGE A-400 Building Replacement DBIA + AIA | LA 7

  8. High Cost of Competing for a Project • HISTORICALLY , very expensive to compete – High cost for A/E to produce drawings, sometimes with color renderings and animated 3-D models – Costs for GCs somewhat more than as D-B-B low bid procurement – Stipends help, but . . . DBIA + AIA | LA 8

  9. High Cost of Competing for a Project • ACTUALLY , very little cost competing for this project – Inexpensive RFQ process to short-list to three finalists – Only three site plans conveying three different concepts required/allowed in response to RFP – GC had to agree that the conceptual designs could be designed and constructed within the District’s advertised budget DBIA + AIA | LA 9

  10. » Project Planning

  11. PROBLEM #1 Typical High Cost of Procurement Solution: Low Cost IVC A400 Project Procurement • RFQ Process – 8/2012 through 9/2012 – Issue RFQ package to industry – Receive and score 18 SOQs, short-list to six highest ranked – Interview to choose top three finalists DBIA + AIA | LA 11

  12. Low Cost IVC A400 Project Procurement • RFP Process – 10/2012 through 12/2012 – Issue RFP package to three finalists – Receive written proposals – Conduct interviews – charettes – Board of Trustees’ approval – January 2013 – NTP for design DBIA + AIA | LA 12

  13. Best Value Procurement Scoring • RFQ – 50% - DIR questionnaire (GC/arch/SEOR) – 50% - Past performance (GC/arch personnel, project history) DBIA + AIA | LA 13

  14. Best Value Procurement Scoring • RFP – Price (scoring of price on next slide) – Technical expertise and design solution – Life cycle costs – Skilled labor force availability – Safety record – Management plan (including applying IPD and LEAN principles, and voluntary shared savings plan) – Interviews/charettes DBIA + AIA | LA 14

  15. RFP — Scoring of Price Total advertised budget (MAP): $8,850,000 DBIA + AIA | LA 15

  16. RFP — Scoring of Price • Scored Elements of Price (Fixed Lump Sum Amounts) – Design and preconstruction services (A/E/GC/key subs) – Construction services (also called GCs – strictly defined) – Fee (profit and overhead including bonds and insurance) DBIA + AIA | LA 16

  17. RFP — Scoring of Price • Hard Costs (MAP minus Fixed Price Elements) – Target price upon which to design the project – Contains only the hard costs of construction (CSI Div 2 – 48) – “Open book” sub buyout during and after design completion eventually converted to “lump sum” amount DBIA + AIA | LA 17

  18. PROBLEM #2 Owner Loses Control of the Design Solution: • Owner involved in design from procurement (program level only), through DSA approval DBIA + AIA | LA 18

  19. Team Collaboration Began During Procurement • The charette session demonstrated how well the teams would coordinate and get along with each other and District • And demonstrated proposer’s ability to follow District instructions and be productive in the process • This “set the table” for collaboration after award DBIA + AIA | LA 19

  20. Stakeholder Involvement • District stakeholders involved in design through regularly scheduled sessions (more in the beginning, less as design evolved) – Stakeholders level of involvement managed well by the District DBIA + AIA | LA 20

  21. PROBLEM #3 Protecting One’s Interest vs. What is Best for the Project Solution: Focus on what’s best for the project DBIA + AIA | LA 21

  22. Collaboration Maintained During Design • An open sharing of budget limitations provided a greater understanding by all (District stakeholders, contractor, architect, others) of the balance required between fixed budget vs. creative, iterative design. • The financial arrangement made it easier for the entire team to focus on designing to a fixed budget (vs. focusing on individual interests) DBIA + AIA | LA 22

  23. Collaboration Maintained During Design • There was appropriate give and take by the District stakeholders to help the design-builder achieve the best design for the fixed budget • Hard costs of 2% was set aside as a cost savings incentive pool in the contract for design-builder and key subs to share DBIA + AIA | LA 23

  24. History of this Project Delivery Method • SDCCD, Dave Umstot Model with Innovations – Included best practices of design-build procurement – included most IPD Principles – Reduced cost to compete – Encouraged collaboration – Included fee incentive program – Included elements of LEAN construction DBIA + AIA | LA 24

  25. Conforms to California Code • California Education Code 81700, et seq. (design-build for all California community colleges) DBIA + AIA | LA 25

  26. Owner’s Perspective • Stakeholder Management – Engage the evaluation team early – Mutual respect for expertise – Clearly define roles and responsibilities – Manage expectations – Recognize when there is a need for course correction DBIA + AIA | LA 26

  27. Charette — The Short-List Interview • Charette rules of conduct • Charette required elaborate on one of three presented design schemes • No prepared material but tools for interactive charette • No leave behinds DBIA + AIA | LA 27

  28. Evaluation Criteria • Project management plan • Quality assurance measures • Understanding project requirements DBIA + AIA | LA 28

  29. » RFQ/Interview Process

  30. How We Came to Understand the Process • Read the RFQ • Meet with DLR Group • Assembled the remainder of our team • Tentatively agreed to move forward pending RFP requirements DBIA + AIA | LA 30

  31. Design-Build Team Work Plan • Ensure partnering atmosphere • Confirm scope and program • Develop detailed design schedule with major milestones • Early enhancement/alternates confirmed • Early submission or multiple submission (DSA) • Engage entire team (including all stakeholders) • Involve subcontractors early for constant budget updating DBIA + AIA | LA 31

  32. Design-Build Team Work Plan continued • Ongoing constructability review process • Coordination and buy-in from all team members • Incorporation of BIM • Strategize early procurement • Management of approval time • Ensure creative design concept from architect DBIA + AIA | LA 32

  33. DBIA + AIA | LA 33

  34. DBIA + AIA | LA 34

  35. » Pre Proposal Meeting/Charette

  36. DBIA + AIA | LA 36

  37. DBIA + AIA | LA 37

  38. 38

  39. After Selection • How we moved from trial charette into actual charette, thus running with the design of the project almost immediately. DBIA + AIA | LA 39

  40. DBIA + AIA | LA 40

  41. DBIA + AIA | LA 41

  42. » Challenges & Solutions

  43. Challenges & Solutions After award, how did we keep the same synergy and collaboration that was demonstrated at the charette session prior to award? • Kept the same team leaders who were involved in the procurement charette, 100% involved through the critical conceptual and schematic design phases when stakeholder input is most critical. • Those persons understood the concept and led others in their organizations to follow in the same manner. The team leaders remain engaged periodically as needed. DBIA + AIA | LA 43

  44. Visioning Meeting Notes from Irvine Valley College Bldg A400 Visioning Meeting How do we measure success? • South Orange County Community College District – Meet or under budget – On-time delivery – High quality – DB team is successful – Anyone involved will want to share project results/successes at conferences & with industry; – Build trust at every opportunity (keep commitments, open communication, no hidden agendas, tell the truth even if it is bad news, never lie about anything) • Swinerton – Achieve or exceed schedule objectives – Achieve “design excellence” within project budget – High Quality – Owner happy at end of day • DLR Group – High quality, on-time delivery – Minimize changes as design progresses (need enough time to coordinate all parts of the design, need right people at the right meetings) DBIA + AIA | LA 44

  45. Where Are We Today? 45

  46. What’s Next for SOCCCD? • Saddleback College Site Improvements • Saddleback College Stadium • ATEP/Irvine Valley College, 1st Building

  47. Questions?

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