C. Design Phase Reviews
Phase 1 Reviews
Description:
At a minimum, the Construction Administrator attends the following meetings:
Project Start: The Construction Administrator reviews:
- the Construction Management section of the CSU Procedure Manual for CSU Projects with the Architect or Design Builder to assure preconstruction documents are set up correctly and to provide guidelines for documents
- project criteria documents
- supplementary general conditions
- division one, campus technical standards
- geotechnical and foundation design report
- existing site plan and survey for conflicting existing utilities
- existing utility capacities
- any hazardous materials present in work area
- project schedule and budget
Schematic Review: This review is conducted for conformance to:
- project criteria, prudent design, budget and schedule
- site and grading plans
- foundation systems
- structural frame and cladding concepts
- to ensure the Seismic Review Board is reviewing structure and the Mechanical Review Board is reviewing mechanical & electrical design
- specifications
- division one
- general requirements and special conditions
- site work, to ensure conformance to soils report
- supplementary general conditions
- current estimate and updated schedule
Construction Document Review: This review takes place at 100 percent Design Development, 50 percent and 95 percent Construction Documents. In addition to items described in the Schematic Review, the Construction Administrator shall check:
- updated schedule and estimates
- civil and site plans
- finishes
- landscape plans
- conformance to campus standards and design criteria
- conformance to the design evolution log
- demolition plans
- work areas, access, laydown areas
- utility tie-ins and required shutdowns
- source of temporary facilities and capacity
- hazardous materials
- campus restraints
- special prevailing wage rates/special determinations, if any
- budget and bid alternates
- any phasing plans
- peer reviews
- OSFM reviews
References:
The Construction Administrator needs to remain involved throughout the design phases to monitor and work towards the successful completion of the design of the construction documents.
Forms & Templates:
- CSU Procedure Manual for CSU Projects (currently on AE website)
- Division One template (currently on CM website) (http://calstate.edu/cpdc/cm/Division_One/index.shtml) (http://calstate.edu/cpdc/CM/cm_at_risk/cmr_model_app_7_division_one_cover_pg-list_of_sections.doc)
- DIR Public Works website: http://www.dir.ca.gov/Public-Works/PublicWorks.html
Trade Bid Requirements
Description:
Below are requirements for trade bidding, which may be conducted prior to completion of the project design. Refer to the Collaborative Design-Build RFP for more information on the trade bid requirements:
- Prequalify trade contractors
- Minimum bidding pools
- DVBE participation requirement
- Trade contractor contingencies
- Reproduction cost of trade bid packages
- Bid phase services
- Trade bid advertisement
References:
Reference Requests for Proposals documents (RFPs) for Collaborative Design-Build and Construction Manager at Risk projects
Guaranteed Maximum Price
Description:
Definition of the Guaranteed Maximum Price (GMP): “The maximum price that the Trustees and Design-Builder agree upon as payment for managing, providing and installing all the Work.” The GMP is the Not-to-Exceed-Contract Amount.
Submittal of GMP: The Project-Budgeted Direct Construction Cost is provided in the Project RFP. The Trustees may revise the Project-Budgeted Direct Construction Cost during Phase 1.
At or before the scheduled completion of schematic design as shown in the RFP, the Contractor shall submit to the Trustees a GMP for the construction of the Project, for purposes of Board of Trustees approval. This GMP may be further developed to refine the scope, while holding the GMP.
The Contractor shall submit a final GMP with a detailed breakdown based on the Design-Build Documents submitted to the Trustees during the Design Development or Construction Document phase as indicated in the RFP Schedule or as otherwise agreed with the Trustees. The Contractor shall include in its GMP submittal:
- a line-item breakdown showing each subcontract amount
- the number of bidders to date for each trade a bid breakdown summary sheet for each trade and inclusion of all of the bid package descriptions
- detailing bid amounts for all bidders and all normalization
- all allowances, which may include allowances for trades which have not yet been competitively bid and which shall be broken out into a separate section of the GMP proposal
- all other items included in the Direct Construction Cost
- Phase 2 Design Fees
- the Contractor’s site management fee
- the Contractor’s contingency (no other general or subcontractor contingencies are allowed)
- the Contractor’s Overhead and Profit
- bonding costs.
The GMP is the maximum amount which the Trustees will pay the Contractor for completion of the design preconstruction services and construction of the project, except as may be adjusted by change orders.
The Contractor shall be responsible for any cost overrun of the GMP. If the Contractor’s Direct Construction Cost as bid during the Phase 2 agreement is less than the Contractor’s Direct Construction Cost portion of the GMP, the difference shall be retained by the Trustees.
Once bids are received on a bid package and the subcontracts are awarded, work usually or customarily included in the subcontract scope, and not specifically excluded, is deemed by the Trustees to be included in the subcontract. Should it become known that such work is not included in the subcontract, it may not be included in remaining bid packages and shall be debited from the Contractor’s contingency.
Remaining bid packages may be altered, created or deleted in response to current information. When all bid packages are awarded, a change order may be executed for the benefit of the Trustees to permanently recover all bid savings.
Phase 2 Construction Agreement
Description:
With the acceptance of the GMP, the Trustees will issue a Phase 2 agreement: For Collaborative Design-Build, for the completion of design and construction of the project;