Capital and Infrastructure Improvements:

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Choose a Delivery Method:

Collaborative-Design-Build

This delivery method is a hybrid of the CMAR and DB. In the Phase 1 agreement, the owner and Design-Builder collaborate to develop a set of Design-Build documents and a Guaranteed Maximum Price (GMP) based on those documents and a Phase 2 Design-Build agreement as a product of the scope and GMP developed in Phase 1.

Construction Manager At Risk

This delivery method requires a construction manager (CM) to provide preconstruction services (Phase 1) for the design and a separate construction contract (Phase 2) to deliver the project. The design team develops the construction documents with the information provided by the owner and the CM at Phase 1. The CM commits to a Guaranteed Maximum Price (GMP) developed throughout Phase 1.

Design-Bid-Build-Major

This is the traditional method of project delivery. It involves three phases: a linear design, bidding and construction. Construction documents are developed first by a design entity. Documents are competitively bid and the project is awarded to the contractor with the lowest price who is qualified, responsive and responsible.

Design-Bid-Build-Minor

Design-Build

For this delivery method, the owner awards a single agreement for design and construction after selecting a project solution through a best value project competition.

TOCA Collaborative Design-Build

This construction contract procurement method is used for performing multiple projects as individual tasks under a single master enabling agreement. Each task can be executed as either a Construction Manager at Risk (CM TOCA) or a Collaborative Design-Build (CDB TOCA) delivery method.

TOCA Construction Manager at Risk

This delivery method is used for performing multiple projects as individual tasks under a single master enabling agreement (MEA). Each task can be executed as either a Construction Manager at Risk (CM TOCA) or a Collaborative Design-Build (CDB TOCA) delivery.

Job Order Contracts

This construction procurement uses an annual contract with a prequalified contractor to accomplish minor capital outlay maintenance, repair or improvement projects by utilizing a construction task catalog for pricing. Design services are typically separate from the JOC contract.

Collaborative-Design-Build Steps

B2. Prequalification of Prospective Proposers

Standard Prequalification

Description:

The CSU is required to prequalify prospective bidders for any Trustees-managed major capital outlay project, regardless of funding. The CSU may elect to require proposers to prequalify for minor capital outlay projects as well.

The CPDC Construction Managment department performs the prequalification of bidders to best comply with Public Contract Code Section 10761. This requires the Trustees to adopt and apply a uniform system of rating proposers. Applicants are required to complete a standard questionnaire online in PlanetBids, in which they provide specific information such as:

license
California Department of Industrial Relations Public Works registration number
safety data
project experience (from which reference checks are secured)
a current audited or reviewed financial statement

Once the application has been reviewed and reference checks returned, the Prequalification Coordinator sends the applicant an approval letter assigning a rating for the applicant. If two or more prospective proposers wish to bid a project as a joint venture (JV):

all firms involved in the JV must separately submit a prequalification application online not later than 10 business days prior to SOQ opening, and register with the Department of Industrial Relations to bid on public works projects.
the firms must all sign and submit one Affidavit of Joint Venture form five days prior to SOQ opening, and each member of the JV must be prequalified one day prior to SOQ opening. (Submit the Affidavit of Joint Venture form with all members' signatures to the office that distributes the project bid documents.)
Only one JV member's prequalification rating, or the combination of all JV members' prequalification ratings, shall meet the project's advertised cost.
The JV must have the required license in the name of the JV at the time of award.
If attendance at the project's prebid job walk is mandatory, only one of the firms in the JV needs to attend.

Note: The Design-Builder shall prequalify its major trade contractors (at least the mechanical, electrical, plumbing, and trades where the estimated cost of the trade work is greater than 5 percent of the Construction Budget) utilizing the Trade Contractor Prequalification document (Appendix B-6) or similar and any additional prequalification processes required by the Design-Builder. Once this process is completed, the Design-Builder shall provide a list of prequalified trade contractors to the Trustees.

Resource:

PlanetBids (Contractors submit prequalification applications online.)

References:

SUAM Sections 9740-9745
Construction Management Procedures Manual, Section 7, Prequalification
Law of Design & Construction, Section VII, Prequalification
Public Contract Code Sections 10760, 10761, 10763 & 10764
Business & Professions Code Section 7029.1

Forms & Templates:

Affidavit of Joint Venture, Form 703.12

Campus Responsibilities

Description:

When preparing to advertise the project, using the appropriate Notice to Contractors form (see below) for the project delivery method, campuses shall e-mail project notices to contractors to the Prequalification Coordinator ([email protected]).

The campus is responsible for including in the project advertisement any project-specific or technical prequalification requirements. In consultation with the Prequalification Coordinator, the campus shall draft the supplemental prequalification application, include it in the specification and post the application online for bidder access.

The campus shall not post the project's bid proposal package online unless it has a "sample" overlay, at least for the bid proposal form, in accordance with Public Contract Code Section 10764.