Alte r native De live r y Se r vic e s (ADS) L o c a l Pro g - PowerPoint PPT Presentation

Alte r native De live r y Se r vic e s (ADS) L o c a l Pro g ra ms Adviso ry Co mmitte e (L PAC) Da te : Se pte mb e r 4, 2019 Pr e se nte d by: Holli J. Pic k, Pr ogr am Manage r

Outline • Introduction to ADS Program • Alternative Delivery Methods • Delivery Method Evaluation & Selection • Alternative Delivery Approval & Next Steps • Resources 2

Or ganization Char t Statewide Project Delivery Branch Project Technical Services Business Construction Development & Engineering Operations Section Branch Section Programs Project Project Controls Development Management Tech and Data Office (PCO) Office (PMO) Office (PDO) Alternative Consultant Delivery Services Unit Services (ADS) 3

Alte r native De live r y Se r vic e s Alternative Delivery Program • Alternatives to “Low-Bid” • Delivery Method Selection Guidance • Alternative Contract Language • Process and Administration • Exemption (FFE & SEP-14) Templates 4

Alte r native De live r y Se r vic e s Project Risk / VE / Constructability Review Program • Project Risk Assessment Guidance & Tools • Value Engineering (VE) Workshop & Facilitation • Constructability Reviews • Process & Guidance 5

6 De live ry Me tho d Optio ns

De live r y Me thod Options Design-Bid-Build Price + Time (A + B) Price + Multi-Parameter (A + C + D) Construction Manager / General Contractor (CM/GC) Design-Build 7

Pr ic e + T ime (A + B) Co ntra c to r Se le c tio n Ba se d o n: • Pric e ‘ A’ • Pro po se d Sc he dule ‘ B’ • Bid = A + (B x Ro a d Use r Co st) De sig n-Bid-Build Co mpa riso n 8

Pr ic e + Multi-Par ame te r (A + C + D) Co ntra c to r Se le c tio n Ba se d o n: • Pric e ‘ A’ , • Qua lific a tio ns ‘ C’ , a nd/ o r • Pro po se d Appro a c h ‘ D’ De sig n-Bid-Build Co mpa riso n 9

Contr ac tual R e lationship Compar ison De sign-Bid-Build CM/ GC Age nc y Age nc y Co nstruc tio n I nde pe nde nt Ma na g e r/ Owne r’ s Re p. De sig ne r De sig ne r Co st E stima to r Ge ne ra l Co nta c to r Co ntra c to r

Constr uc tion Manage r / Ge ne r al Contr ac tor (CM/ GC) Co ntra c to r Se le c tio n Ba se d o n: • Qua lific a tio ns • Pro po se d Appro a c h • Pa st Pe rfo rma nc e • CM/ GC F e e , K e y Pe rso nne l De sig n-Bid-Build Co mpa riso n 11

Contr ac tual R e lationship Compar ison De sign-Bid-Build De sign-Build Age nc y Age nc y De sig ne r Co nta c to r De sig n- Builde r

De sign-Build Co ntra c to r Se le c tio n Ba se d o n: • T e c hnic a l Sc o re • Pro po se d Appro a c h • Pa st Pe rfo rma nc e • Pro po se d Pric e De sig n-Bid-Build Co mpa riso n 13

14 De live ry Me tho d Se le c tio n a nd va lua tio n E

Whe n to R e ac h Out to ADS? Initial Evaluation Formal Evaluation & Selection 15

Whe n to R e ac h Out to ADS T o De te rmine the Use o f Alte rna tive Me tho ds Pro je c t De pe nds o n Sc o ping / I nitia tio n, le ss T ime to PS&E F ina l Busine ss tha n 15-20% Da te Ca se de sig n 16

Initial De live r y Me thod E valuation Pro g ra m De ve lo pme nt Sta g e • Process: • What Information is Needed? – Initial Screening (In- – Developed Business Person / Phone) Case – Preliminary Project – Preliminary Scope / Information Schedule / Budget – Project Type – Project Goals / Risks / Constraints 17

F or mal De live r y Me thod E valuation & Se le c tion Pro je c t I nitia tio n Pha se • Process: • What Information is Needed? – Initial Screening (In- – Final Business Case Person / Phone) – Charter – Project Evaluation Meeting – Scope / Schedule / Budget – Project Type – Project Goals / Risks / Constraints 18

De live r y Me thod Se le c tion T ool E va lua tio n F a c to rs Pr imar y Se c ondar y Pro je c t Go a ls Pro je c t T ype Ag e nc y E xpe rie nc e Pro je c t Sc he dule Ag e nc y Ava ila b ility Pro je c t Co mple xity L e ve l o f Ove rsig ht Ne e d fo r I nno va tio n L e ve l o f De sig n Co ntro l L e ve l o f De sig n Co st/ Budg e t Re stric tio ns I ndustry Ca pa c ity Pro je c t Risks I ndustry E xpe rie nc e 19

20 ool y Me thod Se le c tion T De live r

Me thod Se le c tion Output Identifies: Notes Results viable & preferences Immediate non-viable 21

Alte rna tive De live ry Me tho d Appro va l Pro c e ss 22

Alte r native De live r y Appr oval Pr oc e ss Ope ra tio na l No tic e PD-14 Sub mit Re q ue st to ADS Me thod Se le c te d? Now What?! ADS Co o rdina te s with PDSM, Re g io n, OPO, e tc . Co nc urre nc e Me e ting Sta te wide Pro je c t De live ry Mg r. (SPDM) Re vie w SPDM Appro val 23

R ole s Afte r Alte r native Me thod Se le c tion Pr ic e Plus Me thods: (A+B, A+C, A+D, A+C+D, e tc .) • Exemption Processes (FFE & SEP-14) • PCO and OPO for Advertisement & Award • Coordinate with PCO for “B” (Time) Component • Develop Evaluation & Scoring Criteria • DOJ Review through PCO 24

R ole s Afte r Alte r native Me thod Se le c tion CM/ GC, De sign-Build • Exemption Processes (FFE) • ADS and OPO for Advertisement & Award • CM/GC Contract/General Provisions • Design-Build Agreement/General Provisions • Develop Evaluation & Scoring Criteria • DOJ Review – Contract through ADS – RFP through OPO 25

26 Re so urc e s

R e sour c e s Alternative Delivery Services: • Holli Pick - Alternative Delivery Program Manager Holli.J.Pick@odot.state.or.us – 503.986.7131 • Will Woods – Alternative Delivery Engineer William.L.Woods@odot.state.or.us – 503.986.7130 • Russ Swearingen – Sr. Program Coordinator Russell.Swearingen@odot.state.or.us – 503.986.3759 Project Risk & Value Engineering: • Zach Davis – VE/Project Risk Engineer Zachary.Davis@odot.state.or.us – 503.986.7168 • Peter Kennedy – Risk/VE Program Coordinator Peter.Kennedy@odot.state.or.us – 503.986.7133 27

Questions? 28

T e r minology Be st value is a pro c ure me nt pro c e ss whe re the c o ntra c to r is se le c te d fo r a wa rd b y the o wne r’ s c o nside ra tio n o f pr s in the ic e and othe r ke y fac tor e va lua tio n a nd se le c tio n pro c e ss to minimize impa c ts a nd e nha nc e the lo ng -te rm pe rfo rma nc e a nd va lue o f c o nstruc tio n. Pa st Pe rfo rma nc e Sc he dule Qua lific a tio ns Me a ns a nd Me tho ds 29