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.

Design-Build Steps

Design Phase Reviews

Phase 1 Reviews

Description:

The Construction Administrator at a minimum attends meetings as follows: Project Start: Construction Administrator reviews: the Construction Management section of the CSU Procedure Manual for CSU Projects to assure preproposal documents are set up correctly, and to provide guidelines for required documents: Project Criteria and program documents; General Conditions; 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 is done as part of the proposal review and should include: conformance to project criteria and program, prudent / efficient design; conformance to drawings as listed in the RFP documents; cladding concepts; Seismic Review Board and Mechanical Review Board to review after award; Schematic Specifications.

Construction Document Review: Takes place at 100% Design Development, 50% and 95% Construction Documents. Construction Administrator review includes, but is not limited to: Division One; General Requirements and Special Conditions; Site Work, ensure conformance to soils report; Supplementary General Conditions; updated schedule; civil and site plans; finishes; landscape plans; conformance to Campus standards, program 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:

SUAM sections 9721-9721.10
CM Procedures Manual, section 2, Reviews during Design Phase.
Public Contract Code, sections 3400, 10720-10721.

The CA needs to remain involved throughout the design phases to monitor/work towards the successful completion of design of the construction documents.

Forms & Templates:

CSU Procedure Manual for CSU Projects (currently on AE website) (http://www.calstate.edu/cpdc/ae/pro-serv-agree/documents/Procedure_Manual.pdf)
Division One template (currently on CM website) (http://calstate.edu/cpdc/cm/Division_One/index.shtml)
DIR Public Works website: (http://www.dir.ca.gov/Public-Works/PublicWorks.html)

Trade Bid Requirements

Description:

Design-Builder shall not submit a list of proposed subcontractors with the proposal. Below are requirements for trade bidding, which may be conducted prior to completion of the project design, or earlier, if some trades are contributing to the design. Refer to the DB Contract General Conditions, Article 32.05-b, Listing of Subcontractors, for more information on the trade bidding requirements:

Prequalify Trade Contractors.
Minimum Bidding pools.
DVBE Participation Requirement.
Reproduction Cost of Trade Bid Packages.
Bid Phase Services.
Trade Bid Advertisement.

As soon as each trade contractor is listed, DB shall add to and resubmit the List of Subcontractors for CDB and DB Projects, form 701.04-DB.CDB, List of Trade Contractors for Design-Build and Collaborative Design-Build Projects.

References:

Reference Requests for Proposals documents (RFPs) for Design-Build projects.

Forms & Templates:

List of Trade Contractors for Design-Build and Collaborative Design-Build Projects form

Lump Sum Price

Description:

Definition of the Lump Sum Price: Under a lump sum contract, a single 'lump sum' price for all the work is agreed before the work begins. It is defined as; "a fixed price contract where contractors undertake to be responsible for executing the complete contract work for a stated total sum of money".

The Lump Sum 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. Contractor shall be responsible for any cost overrun of the Lump Sum.

References:

Forms & Templates:

Design Build Agreement

Description:

With the acceptance of the Proposal, the Trustees will issue a Design Build agreement for the completion of design and construction of the project.

References:

Forms & Templates: