Training Module Course Length Approximately 50 Minutes Reminder any technical reminders with DCS Webex Presentation software functionality Module Contains Knowledge Check Questions ID: 729656
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Slide1
Introduction to Design-Build (DB)
Training ModuleSlide2
Course Length: Approximately
50 MinutesReminder: (any technical reminders with DCS/Webex)Presentation software functionalityModule Contains Knowledge Check Questions
LogisticsSlide3
Course Learning Objectives
Understand NAVFAC Design-Build HistoryLearn the Benefits and When to Use Design-BuildGet familiar with NAVFAC Business Management System (BMS)Know the NAVFAC Design-Build Processes
Understand NAVFAC Personnel Roles and ResponsibilitiesLearn the Structure and Format of NAVFAC Design-Build RFP Documents
Know the Post-Award Processes
Understand How to Locate and Navigate the NAVFAC Design-Build Master RFP WebsiteSlide4
NAVFAC
Design-Build - HistoryNAVFAC has been using Design-Build since late 1980’s2001:
Developed NAVFAC Design-Build Master RFP documents2003:
First Design-Build website had two templates
RFP Template for MILCON projects
Small Project Template
2009:
Developed new NAVFAC Design-Build Master RFP website
Converted the original RFP documents to a “Standard Template”
Developed 9 Facility-Type Specific Model RFP’s
Maintained the Small Project Template as part of DB Master
Created a DB Document Maintenance Website Slide5
Potential Benefits of
Design-BuildCollaborative TeamEncourages InnovationSingle Contract
Single Source of Responsibility from Design thru ConstructionTime SavingsQuicker to allocate project funds
Reduces Administrative Burden
Lower Claims
Contractor Team can often identify a solution without issuing a claimSlide6
When to use Design-Build –
Informal NAVFAC GuidanceGood Candidates for Design-BuildStandard Facility Types, such as Barracks, Dining Halls, etc
New ConstructionSimple Renovations with known existing conditionsWell-developed Scope of Work or Project Program
When Obligation Schedule Demands itSlide7
When to use Design-Bid-Build
Projects More Appropriate for Design-Bid-BuildComplex/unique project programLarge number of program elementsRenovations where existing conditions are not known
Historic preservation projectsHighly technical facilities such as laboratories/hospitals
User wants a prescriptive designSlide8
NAVFAC
IPT Staff
ACQ / PM / DM
Support Command
Project Sponsor
The Entire
Design-Build
Project Team
Design-Build
Prime Contractor
Design-Build Project Team
DB Contractor’s
A-E DOR
DB Contractor’s
Major
Subcontractors
DB Contractor’s
Major Suppliers
NAVFAC
CIBL Tech Staff
NAVFAC
FEAD Staff
End UserSlide9
The NAVFAC DB
Project Team
NAVFAC Project Team
Contract Specialist (CS)
Project Manager (PM)
Construction Manager (CM)
Design Manager (DM)
Project Technical Team
Engineering Technicians (ET)Slide10
Business Management System (BMS)
NAVFAC’s Business Management System Documents all NAVFAC processesWeb-Based tool accessible on NAVFAC PortalBMS are continually being updated
Always a work-in-progressAllows input for continuous improvementReview regularly for updates to processesSlide11
NAVFAC Employees Access BMS from the
NAVFAC Portal Intranet
Under “
eTools
”
Design-Build and BMS
BMS Home Page
Links to all Process Groups
Frequently Asked Questions
BMS Tutorial & Intro
How processes are organized
How to submit a CARSlide12
Design-Build – Processes Covered in BMS Sections
BMS Sections for Processes by Procurement Type:
Procurement MethodBMS Process Section
Standard Design-Build, In-House RFP Development
B-1.4.1
Standard Design-Build, A/E RFP Development
B-1.4.2
Multiple Award Construction Contract (MACC) Design-Build
B-1.4.3
Sole Source Design-Build
B-1.4.4
Small Project Design-Build
B-1.4.5Slide13
Full description of
“how to do the work”
Links to forms, templates,
checklists, laws, policies,
regulations, instructions,
web sites
Cross-functional knowledge via inter-process links e.g., Financial
Mgt
, Acquisition
Outlines “Roles and Responsibilities”
Process Details
BMS Process DetailsSlide14
Design-Build – Pre-Award Process
BMS Roles and Responsibilities Matrix unique to DBSlide15
Design-Build – NAVFAC Personnel Roles
Roles and Responsibilities Matrix in BMSDefines responsibilities for Government personnel on DB projectsKey NAVFAC PersonnelProject Manager (PM)
– Responsible for management of project (scope, cost, and schedule) from design authorization to project closeout. Relinquishes project lead to CM after awardDesign Manager (DM) – Manages A/E Contract, or in-house project team, for development of RFP and leads the review effort of DB Team’s design
Construction Manager (CM)
– Leads project beginning at award through close-out
Engineering Technician (ET) – Provides quality assurance during construction with periodic reviews. Slide16
Knowledge Check #1Slide17
Knowledge Check #1
(True/False) All projects are good candidates for the Design-Build delivery method?
False. Several project types are most appropriate for Design-Bid-Build, examples include complex projects, unique projects, and renovation projects where conditions are not known.
The BMS Processes can be accessed from which of the following locations?
Whole Building Design Guide website
NAVFAC Portal
NAVFAC Atlantic website
NAVFAC Pacific websiteSlide18
NAVFAC Design-Build Documents/Terms
Term
Phrase
Document Content
Location
UFC
Unified Facilities Criteria
Design requirements for Architects/Engineers
WBDG website
UFGS
Unified Facilities Guide Specification
Prescriptive Guide Specifications; may be included in Part 5 of RFP, and also are required to be edited and provided by D-B Team
Prescriptive specs on WBDG website; RFP Part 2, Division 01 Sections on DB Master RFP website
ESR
Engineering System Requirements
Outlines the project scope parameters; part of Project Program in Part 3 of RFP
DB Master RFP website
PTS
Performance Technical Specifications
Set a minimum standard for the quality and performance of materials/systems; PTS’s are in Part 4 of the RFP
DB Master RFP websiteSlide19
NAVFAC Design-Build Master RFP
NAVFAC Design-Build Master RFP consists of the RFP documents created by NAVFAC for DB projectsDesign-Build Master RFP documents consist ofStandard RFP TemplateSmall Project Template
A simplified and scaled-down RFP, not appropriate for all projects9 Facility-Type “Model RFP” TemplatesSlide20
Facility-Type Model RFP’s
Armories Child Development Centers Dining Facilities Entry Control Facilities Fire Stations
Fitness Centers Hangars Marine Corps BEQ’s
Market Style BEQ’sSlide21
NAVFAC Design-Build RFP Parts
RFP Part
Section Title
Description/Content
Document Location
1
Contract Requirements
Division 00 Proposal Forms and General Contractual Terms
Provided by Contracting Officer
2
General Requirements
Division 01 documents
DB Master RFP website
3
Project Program
Outlines the project scope parameters
DB Master RFP website
4
Performance Technical Specifications (PTS)
Minimum standards for the quality and performance of materials/systems
DB Master RFP website
5Prescriptive Specifications
Edited UFGS’s to ensure quality or performance of critical project featuresUFGS page of WBDG website6AttachmentsSupplementary Information (Surveys, Studies, Soils Reports,
etc)Developed for projectSlide22
DBB vs DB Document Comparison
Typical Components of Contract Documents
Design-Bid-Build Documents
Design-Build RFP Documents
Contract Requirements
Specs, Division 00
RFP Part 1, Contractual Requirements
General Requirements
Specs, Division 01
RFP Part 2, General Requirements
Materials and Systems Requirements
Specifications
RFP Part 4, PTS
RFP Part 5, Prescriptive Specifications
Owners Requirements
Drawings and Specs
RFP Part 3, Project Program
Design Requirements
Design Drawings
RFP Part 3, Project Program
RFP Part 4, PTS Cross References
RFP Part 6, Attachments
UFC’sSlide23
Design-Bid-Build Documents
Design Standards Referenced
Policy UFC, Commercial Code & Standards
2. Discipline Specific UFC
3 Facility Specific UFC
4. Multi-Discipline UFC
5. Procedure UFC
Design-Build RFP:
Design and Construction Requirements/ Standards Combined in Design
Design Criteria (UFC)
Owners requirements, Site requirements, codes, Commercial Standards and Government Design Standards (UFCs) are interpreted by the Government hired A/E and
included in the Government Design
.
Owners requirements, site requirements are stated in the RFP and codes, Commercial Standards, and Government Design Standards (UFCs) are
referenced in the RFP
.
Design/Construction Requirements Stated
1. Contractual requirements
2. Owners requirements
3. Existing Conditions
4. Materials/ Systems
Requirements
1. Contractual requirements2. Owners requirements 3. Existing Conditions4. Materials/ Systems Requirements 5. Commercial Code & Standards6. Government Design Requirements (UFC)Slide24
Design Requirement Documents
Parking Lot Design Example
RFP
PART 3, Project Program
...................
Program states how many cars need to be parked.
PART 6, Attachments
………………….
Gives the soil conditions in Soils Report
Policy UFC
Commercial Codes and Standards
UFC 1-200-01/ IBC
................................
Minimum code requirements
3. Discipline Specific UFC
UFC 3-201-01 – Civil …………………
Minimum design slope and size of parking lot, UFASUFC 3-201-02 – Landscape Arch….Low impact development materialsUFC 3-220-01 – Geotechnical……...Pavement thickness designUFC 3-501-01 – Electrical.................Minimum parking lot lighting cross-referencedUFC 3-810-01N – Environmental…….
Permit requirementsFacility Specific UFC…………............Function of the parking lot and buildingFire Station, Admin, BEQ,5. Multi-Discipline UFCUFC 4-010-01 - ATFP…………………..Setback distances and parking lot location on site6. Procedure FC
FC 1-300-09N, Design Procedures
..Site Layout Plan requirements and design deliverablesDesign Criteria (UFC), ExampleSlide25
Small Project Design Guidance
Category of Work
Typical Contract Value
Use Small Project Process
Small Project DB Process Suitable for:
I
Any
No
---
II
> $4
M
No*
---
$750K - $4M
Probably
(
if project meets listed suitability & requirements for SPDB)Low-complexity, limited construction trade projects requiring routine designs with limited plans & specifications. Routine construction practices with low schedule risk.Typical types of projects include: Single-design or limited design discipline projects such as roof replacements, HVAC replacements, small pump houses, utility enclosures< $750KYesNon-complex IIICategory
III work requires no design and is not Design-BuildIVCategory IV work requires no engineering or design and is not Design-BuildSlide26
Design-Build Criteria Requirements
FC 1-300-09N, Navy and Marine Corps Design Procedures, covers design requirements for Design-Build projectsChapter 11 outlines the processes for preparation of a Design-Build Request for Proposal (RFP)
This Chapter also outlines locations of DB design and construction submittal requirements within an RFP, as well as UFC’s and UFGS’s
Chapter 12 outlines the requirements for submitting electronic versions of design deliverables
Design deliverables must meet requirements of both this FC and Part 2 Section 01 33 10.05 20, Design Submittal Procedures, that is included in the DB RFP
Deliverables must include electronic signaturesSlide27
Knowledge Check #2Slide28
Knowledge Check #2
(True/False) With some customization, the Small Project Template can be used for most any project.
False. The Small Project Template is only intended to be used for small and less complex projects.
(True/False) The Navy-only FC 1-300-09N, Navy and Marine Corps Design Procedures, only covers Design-Bid-Build projects.
False. This procedural criteria document covers design requirements for both Design-Build and Design-Bid-Build projects.Slide29
Design-Build – Post Award Process
BMS Post-Award Sections:
Post Award TopicBMS Process Section
Post Award Design Management
B-1.4.6.1
Schedule for DB Management
B-1.4.6.2
Design-Build Quality Management
B-1.4.6.3
Design-Build Technical Submittals
B-1.4.6.4Slide30
Design-Build – Post-Award Process
Roles and ResponsibilitiesKey NAVFAC Personnel – Post-AwardConstruction Manager – Leads project beginning at award through close-outProject Manager
– Responsible for management of project (scope, cost, and schedule) from design authorization to project closeout. Relinquishes project lead to CM after awardDesign Manager – leads the review effort of DB Team’s design
Engineering Technician
– Provides quality assurance during construction with periodic reviews.
See BMS B-1.4.6 for Post-Award ProcessesSlide31
Design-Build - Post Award Process
BMS Roles and Responsibilities Matrix unique to DBSlide32
Post Award Process - Meetings
Defined within Part 2 Section 01 31 19.05 20, Post Award Meetings
Design & Construction meetings ARE combined
Post Award Kick Off Meeting (PAK)
Contract Administration
Design Presentation or CDW
Separate meeting or separate day
Partnering Meeting
Scheduling
Design QA Meetings
After each design submittal
PreconstructionSlide33
Post Award Process - Meetings
Post Award Kickoff (PAK) MeetingFirst Meeting after award - NAVFAC CM Leads with assistance by DMAttendees: NAVFAC: CM, ET, Acquisition, DM, PM, Supported Command (client).
Contractor: Project Manager, Design Staff, Superintendent, Quality Control, Scheduler
Purpose/Objective:
Opportunity to meet and establish points of contact between Government and Contractor Teams
Discuss and achieve consensus on Contractor’s technical proposal and conceptual design
Discuss project schedule with emphasis on design submittal packages and review periodsSlide34
Post Award Process - Meetings
Concept Design Workshop (CDW)Required for large DB projects Contractor furnishes a qualified facilitator to lead the workshop and provide a CDW report at the conclusionAttendees:
Contractor: PM, Scheduler, Cost Estimator, DOR and design staff, Superintendent, construction QC Mgr, Design QC Mgr
NAVFAC:
PM, Design Manager and staff, Construction Manager, Supported Command (client)
Purpose/Objective:
Government and Contractor teams validate the design meets the program and design intent
Workshop duration (4-5 days)Slide35
Post Award Process - Schedules
Defined within Part 2 Section 01 32 17. 05 20, Network Analysis Schedules (NAS) for Design-BuildTwo baseline schedules required for DB Design Baseline ScheduleApproval required before payment for any design effort
Includes detailed design activitiesIncludes only general approach for construction
Construction Baseline Schedule
Submitted after design is accepted and prior to start of construction
Include detailed procurement and construction activitiesSlide36
Post Award Process
- Design DeliverablesDefined within FC 1-300-09N and Section 01 33 10.05 20Consolidated RFPPrepared by contractor within 4 weeks after award
Incorporates amendments included in contract award and contractor’s proposal; changes indicated by “Red Lines”Design Submittals
Basis of Design
Concept Design
Design Drawings (packages)
Progress (35%, 65%)
Pre Final (100%)
Final
SpecificationsSlide37
Post Award Process
– BIM RequirementsDefined within Part 2 Section 01 33 10. 05 20, Design Submittal Procedures, and FC 1-300-09NBuilding Information Modeling (BIM) required onNew construction greater than or equal to $1 Million
Major renovation exceeding 50% of Plant Replacement Value or greater than or equal to $3 MillionBIM Submittals include:
BIM Execution Plan
Design Model
Visual Review Report
Clash Detection Report
Record Model (with Record Documents)Slide38
Post Award Process – Quality Control
Design and Construction Quality Control –Defined within Part 2 Section 01 45 00.05 20, Design and Construction Quality ControlDesign Quality Control Manager (DQC Manager)
Must be employed by DOR; subordinate to QC ManagerComplete USACE CQM for Contractor’s Course
Prepares weekly DQC reports for work performed
Responsible for certifying design compliance with contract
Validates and coordinates testing and training requirementsSlide39
Post Award Process – Quality Control
Design and Construction Quality Control (cont’d)Design and Construction Quality Control Plans (DQC and CQC Plans)Communication plans
Procedures for ensuring compliance with FC 1-300-09NProcess for cross checking of all engineering discipline’s designs
List of design and construction subcontractorsSlide40
Post-Award Process – Design & Review
Defined within Part 2 Section 01 33 10.05 20 Specifies design submittal requirements and review periodsSpecification is tailored by RFP Developer for specific projectDesign submittal requirements and review periods should be discussed during PAK meeting
A review period is allowed for each submittal unless “over the shoulder” reviews are included in ContractDM leads government design review effort and coordinates discipline reviews
ProjNet
commonly used for comment managementSlide41
Design & Review Process (cont’d)
Design and review must be performed in a timely manner according to specificationsNAVFAC reviews in DB are in a “Quality Assurance” role and not “Quality Control” role in DBBAdhere to design and review periods specified in RFP
Contractor’s baseline schedule should show design requirements and review periodsCM should monitor design and review process to ensure timeliness according to specifications
Delays during design phase must be addressed by the CM prior to constructionSlide42
Design & Review Process (cont’d)
Deviations from the RFP requirements often occur during the design phase for various reasons including:Requirement/Criteria changesInformation missing from RFPCustomer request
Potential changes discovered during the design phase must be validated and, if required, a change order issued prior to start of construction
Change order must address time extensionSlide43
Post Award Process – Design Change and Variation
Defined within RFP Part 2 Section 01 33 10.05 20Design Change
Design is revised from what was reviewed by the Government during any phase of design process, prior to Final design approvalRequires Government approval
Variation
Any portion of the design that differs from the requirements of the solicitation, accepted proposal, or final design, after Government approval of the Final design
Requires Government approval
Only variations that are advantageous will be considered by Govt
Contractors will not receive compensation for any unauthorized design changes or variations which have been included in the Government approved final designSlide44
Defined within Part 2 Section 01 33 00.05 20, Construction Submittal Procedures
Govt approves only submittals identified
Must identify critical submittals requiring Govt approval
Electrical has a recommended list for approval (9 items)
HVAC has sections with items requiring Government approval
If not approved by Govt, recommend surveillance copies
Govt approval requirements for Environmental submittals
Contractor is responsible to ensure coordination with DOR, and approvals from DOR and Government
Post Award Process –
Construction SubmittalsSlide45
Post-Award – DD Form 1354
DD Form 1354 documents acceptance of constructionContractor’s DOR creates draft and interim DD1354 in accordance with UFC 1-300-08Draft DD1354DOR must list individual real property assets on form broken out by construction categories including quantities for each asset
Draft DD1354 is submitted to government as part of Basis of Design submittalInterim DD1354
Construction contractor enters the cost breakdown on form for each individual asset
Interim DD1354 is submitted to Government 30 days prior to Beneficial Occupancy Date (BOD)Slide46
Ways to Ensure Successful Design-Build
Top 10 Ways to Ensure a Successful DB Project1) Ensure project is appropriate for DB delivery method2) Ensure Technically Sound and Well-Coordinated RFPsCustomer requirements must be adequately capturedHelps avoid design changes and cost and schedule growth
3) Prime Contractor must effectively manage A/E’s effortDesign effort must achieve schedule, and allow adequate time for construction4) Ensure design is compliant with UFC requirements
5) Government and Contractor must adequately manage design comments and back checks
6) Government design review must be timely, especially when “Fast Tracking” is usedSlide47
Ways to Ensure Successful Design-Build
Top 10 Ways to Ensure a Successful DB Project (cont’d)7) DOR’s level of details in design submissions must be sufficient8) Government designers must be involved at each review (and not wait until Final Design to truly review design and provide comments)9) DOR must request approval from Government for design changes after Final Design acceptance
10) Thorough field/site investigations by DOR will aid development of technically sound designsSlide48
NAVFAC DB Working Group
DB Working GroupCreates common business practice across NAVFAC
Evaluates new process opportunitiesIncorporates improvements into standard DB processes
Communicates with Industry
Conducts training
DB Project Teams
Identifies opportunities for improvementSlide49
How to find the NAVFAC DB Master RFP
www.wbdg.orgSlide50
How to find the NAVFAC DB Master RFP
http://www.wbdg.org/ffc/navy-navfac
http://www.wbdg.org/ffc/navy-navfac/design-build-request-proposalSlide51
NAVFAC Design-Build Master RFP WebsiteSlide52
Subscribing for Update NotificationsSlide53
Final Knowledge CheckSlide54
Final Knowledge Check
(True/False) The first meeting after award is the Concept Development Workshop (CDW).
False. The initial meeting is the Post-Award Kick-off (PAK) Meeting.
(True/False) The Government only reviews those construction submittals identified in the RFP.
True. Government only reviews those construction submittals identified in Part 2 Section 01 33 00.05 20, Construction Submittal Procedures.Slide55
Final Knowledge Check (cont’d)
(True/False) One of the primary ways to ensure DB success is to create a technically sound and well-coordinated RFP.
True. Development of a sound and well-coordinated RFP is critical to Design-Build success.
The location of the DB Master RFP documents is which of the following?
NAVFAC Portal
Whole Building Design Guide website
NAVFAC Atlantic website
NAVFAC Pacific websiteSlide56
Review of Learning Objectives
Today you have learned
:
NAVFAC Design-Build History
Benefits and When to Use Design-Build
NAVFAC Business Management System
NAVFAC Design-Build Processes
NAVFAC Personnel Roles and Responsibilities
NAVFAC DB Master RFP Documents
Post-Award Processes
Locating and Navigating the Design-Build Master RFP WebsiteSlide57
Design-Build Training Modules
Introduction to Design-BuildStandard RFP TemplateDesign-Build ProcessesSmall Project Design-Build
DB Master Management Training for Criteria ManagersSlide58
Resource links:
Access BMS from the NAVFAC Portal Intranet Under “eTools”https://hub.navfac.navy.mil/webcenter/portal/bms
NAVFAC Design-Build Master RFP link:http://www.wbdg.org/ffc/navy-navfac/design-build-request-proposal Points of contact
:
Kate Reid, RA, DBIA
NAVFAC Atlantickathleen.o.reid@navy.mil
Conclusion