Academic Project:

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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

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 awardd to the contractor with the lowest price who is qualified, responsive and responsible.

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.

TOCA-Collaborative-Design-Build Steps

Determination of Fee Structure

Description:

The California State University has authority to procure its major capital outlay projects using the Collaborative Design-Build method (CDB), a modified form of the Trustees' Design-build procurement and/or Construction Manager at Risk with Guaranteed Maximum Price (CMAR) under Public Contract Code section 10708.

Task Order-Construction Agreement for Multiple Projects (TOCA) procurement allows for both CMAR and CDB types of project deliveries to be used concurrently under a single TOCA master enabling agreement for anticipated group of projects.

Prior to issuance of Request for Qualifications, an evaluation should be made to determine if the TOCA agreement fee structure is based on the an Hourly Rate fees (HR) or Percentage of Direct Construction Cost fees also referred to percentage (PCT) fees.

Hourly Rate Fee Schedule

The service provider proposes an hourly rate fee schedule. The average of the three staff members' billable rates from each category of services listed on the fee proposal form with the highest number of proposed hours multiplied by an assumed number of hours is used as the fee portion of the RFP evaluation.

Through the use of a Task Order Request, CSU and the service provider collaborate to establish the desired level of services and fees for each phase (preconstruction and construction) of each project, and write a task order or construction agreement for that customized level of service and fees.

CSU is not required to provide detailed project scope descriptions for service provider fee proposals, but must provide enough detail for the service provider to propose on the appropriate subcontractors and consultants necessary to perform the work.

CSU must identify in the RFP a listing of projects that are likely to be performed and may include an item 'Other Projects to be Determined' for which the value would not exceed 20% of the total value of the projects that are identified.

Percentage Fees

The service provider proposes fees based on a percentage of direct construction cost for each category of project.

The project delivery method breakdowns represented on the fee proposal form are: CM at Risk and Collaborative Design-Build, and each delivery method is broken down by project size as follows:

$1,000,000.00 or less / $1,000,000.01 to $3,000,000.00 / $3,000,000.01 to $7,000,000.00.

The procurement phase in this model is simplified for the RFP, task orders and construction agreements, as CSU does not utilize the Task Order Request process as described in Hourly rate fee above. For each Project under the TOCA MEA, the task order and construction agreement Contract amounts shall be the lump sum price or GMP, which is the sum of the actual direct construction cost as bid, plus the line items listed in the Fee Proposal Evaluation Worksheets, as proposed by the contractor and agreed upon by the Trustees for each Project and included in the TO-CA MEA as Exhibit A, Fee Schedule.

In this model the CSU is required to provide in the RFP project scope and all special conditions descriptions that are detailed enough for the service provider to competitively propose fees. The descriptions must be more detailed, enough for the service provider to propose on the appropriate subcontractors and consultants necessary to perform the work, and to propose on a percentage fixed fee for all phases of the work.