Design Phase Reviews
Phase 1 Reviews
Description:
The Construction Administrator at a minimum attends meetings as follows:
Task Order Start: Construction Administrator reviews: the Construction Management section of the CSU Procedure Manual for CSU Projects with the CDB 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: Review for conformance to project criteria, prudent design, budget and schedule: Site and grading plans; foundation systems; structural frame and cladding concepts; ensure Seismic Review Board is reviewing structure; Mechanical Review Board is reviewing mechanical & electrical design; Specifications; Division One; General Requirements and Special Conditions; Site Work, ensure conformance to soils report; Supplementary General Conditions; current estimate and updated schedule.
Construction Document Review: Takes place at 100% Design Development, 50% and 95% Construction Documents: In addition to items described in Schematic Review, 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. These reviews my be altered or eliminated, dependent on project size and needs, as a part of the requirements of an HR TOCA Request for Services.
References:
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:
Trade Bid Requirements
Description:
Below are requirements for trade bidding, which may be conducted prior to completion of the project design. Refer to the TOCA RFP and General Conditions 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 CM at Risk projects.
Forms/Templates:
Lump Sum or Guaranteed Maximum Price
Description:
A TOCA Construction Agreement may be either Lump Sum or Guaranteed Maximum Price.
Definition of the Guaranteed Maximum Price (GMP): “the maximum price that the Trustees and Contractor 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 the Phase 1. At or before the scheduled completion of schematic design as shown in 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. 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 (for TO-CA CDB delivery);
- the Contractor’s site management fee;
- the Contractor’s contingency (no other general or subcontractor contingencies are allowed;
- the Contractor’s Overhead and Profit; and
- bonding costs.
The GMP is the maximum amount which the Trustees will pay the Contractor for completion of the design (if Design-Build), 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 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.
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:
Phase 2 Construction Agreement
Description:
With the acceptance of the GMP, the Trustees will issue a Phase 2 agreement. For TOCA projects, the Phase 2 agreement will be Collaborative Design-Build for completion of design and construction of the project, for Collaborative Design-Build, for the completion of design and construction of the project;
References:
Forms/Templates: