DESIGN-BUILD INSTITUTE OF AMERICA Western Pacific Region Tuesday, April 26, 2016 11:30 am – 1:30 pm San Jose Marriott, San Jose
Featured Speakers Robert Oates Project Director III BOARD OF STATE AND COMMUNITY CORRECTIONS (BSCC) Michael Meredith, DBIA, LEED Project Director – Project and Construction Management CALIFORNIA DEPARTMENT OF CORRECTIONS AND REHABILITATION (CDCR) DBIA-WPR Board Member, Owners Council Director Sean Carolan, DBIA, LEED AP Operations Manager HENSEL PHELPS DBIA-WPR Board Member, Membership Chair .
Featured Speakers Robert Oates Project Director III BOARD OF STATE AND COMMUNITY CORRECTIONS (BSCC) • More than 27 years of professional experience performing program and construction management for institutional, commercial, educational, and capital projects. • Graduated from Chico State University with a Bachelor of Science Degree in Construction Management • Previous experience included roles with Kaiser Permanente, Jonas and Associates, RBF Engineering and the State of California, Department of General Services, Real Estate Services Division - Project Management Branch (RESD-PMB) .
Featured Speakers Michael Meredith, DBIA, LEED Project Director – Project and Construction Management CALIFORNIA DEPARTMENT OF CORRECTIONS AND REHABILITATION (CDCR) DBIA-WPR Board Member, Owners Council Director • Graduated from Bowling Green State University, in Construction Technology. • 34 years in the construction industry • 17 years experience in the private sector working for large general contractors on a variety of project types, including county jails, high rise, medical, nuclear power, oil platforms, and civic projects. • Spent ten years at the California Department of General Services, in part as Project Director for the well known $392 million dollar, 1 mil sf Capitol Area East End Complex. • Project Director on the award winning $906 million dollar California Health Care Facility (CHCF). The award winning 1722 bed 1.2 million sf facility is the first of its kind in California. • Recently completed the very successful Mule Creek Infill Complex, a $350mil, 1584 bed facility critical to achieving the Departments court ordered bed count mandate.
Featured Speakers Sean Carolan, DBIA, LEED AP Operations Manager HENSEL PHELPS DBIA-WPR Board Member, Membership Chair . • Graduated from California Polytechnic State University at San Luis Obispo with a Bachelor of Science Degree in Construction Management • 20 year veteran of Hensel Phelps, • Significant design-build experience, particularly on detention centers, including the Stanislaus County Public Safety Center Expansion - Projects 1 & 3; the $370 Million Mule Creek Infill Complex Expansion, the Alameda County Juvenile Justice Center; and the San Quentin State Prison Health Services Building.
SB-863 Lease Revenue Bond Financing Overview
A GENDA Who’s on Our Team? Lease Revenue Bond Authority Lease Revenue Bond Financing Project Development State Fire Marshal Challenges that Delay the Project County X SB-863 LRB Project
S TATE T EAM S UPPORTING LRB F UNDING BSCC – County Facilities Construction SPWB – State Public Works Board PMIB – Pooled Money Investment Board DOF – Department of Finance DGS – Department of General Services. SFM – Fire & Life Safety\Plan Review
L EASE R EVENUE B OND F INANCING A UTHORITY Senate Bill 863 was chaptered June 2014 authorizing 500 million dollars in SLR bond financing for Adult Local Criminal Justice Facility construction.
L EASE R EVENUE B OND F INANCING 1. Typical Project Cost vs Time 2. LRB and the PMIB 3. Reimbursement Details
1. T YPICAL P ROJECT C OST VS . T IME Design-Bid-Build or DBB Plan, Design & Bid NTP Construction Complete 100% Pre- Preliminary Working Bid Design Plans Drawings Project COST % 0% TIME % 100% 0% START Notice to Conditional Proceed Award
2. LRB C ASH F LOW W ITH PMIB L OAN Plan, Design & Bid NTP Construction Complete 1. Pooled Money 100% Investment Board PMIB is the State (PMIB) COST % 2. County Finances Account to Loan project, but is Project Money for reimbursed at Reimbursement specific intervals 0% 3. Reimbursement is TIME % Conditional 100% Award available after PMIB NTP. Repaid 4. Bonds Sold After PMIB Loans County Project is At Regular Intervals Complete 5. PMIB is repaid. LRB Cash Flow With PMIB
3. R EIMBURSEMENT D ETAILS 1. State Reimbursement = $15 M 2. Match Requirement = $ 0 M 3. Plan, Design, Bid Cost = $ 3 M 4. Construction Cost = $12 M 5. Construction Duration = 12 Month 6. Construction Cost/Mo = $1 M/Mo 7. Cost to NTP = $ 3 M 8. Construction Cost = $ 2 M 9. Cost Before Payment = $ 5 M 10.First Payment is $3M a. No Cash or In-Kind match requirements. b. Match requirements add additional burden. (10% = $1.5 M, 5% = $750k) c. Counties may take out recurring construction loans for 3-month window d. Interest payments are not reimbursable.
P ROJECT D EVELOPMENT S TEPS : 1. Reviews & Approvals 2. Determine the Approval Date 3. Project Establishment 4. Schematic Design 5. Preliminary Plans 6. Working Drawings 7. Bidding 8. Design-Build (DB)
1. R EVIEWS & A PPROVALS Plan, Design & Bid NTP Construction Complete 100% Establish PP WD HOW DO YOU DETERMINE Pre- Preliminary Working Bid THE SPWB Design Plans Drawings Project DATES? Schematic Site Assurance Design Review & Approval Due Diligence Review Only SPWB Approval Kick-Off Preliminary 0% Notice to TIME % Conditional 100% Proceed Award
3. P ROJECT E STABLISHMENT Project Establishment NTP Construction Complete Plan, Design & Bid 100% Establish PP WD Award Pre-Design Begin Design Pre- Preliminary Working Bid Design Plans Drawings Project Scope BSCC DOF SPWB Cost Schematic Schedule Design 3-Page Review Review Cash Match 4-Week 4-Week Space List Drawings 0% TIME % 0% Notice to TIME % Conditional 100% Proceed Award
4. S CHEMATIC D ESIGN Schematic Design NTP Construction Complete Plan, Design & Bid 100% Establish Establish PP WD Preliminary Design Begin Pre- Preliminary Working Bid Working SD Design Plans Drawings Project Drawings County SPWB Schematic BSCC c BSCC Design SFM SFM c Review Meeting 6-Weeks 0% TIME % 0% Notice to TIME % Conditional 100% Proceed Award
5. P RELIMINARY P LANS Preliminary Plans NTP Construction Complete Plan, Design & Bid Begin Establish Working 100% Establish PP WD Drawings Preliminary Design SPWB Pre- Preliminary Working Bid Submittal Approval Design Plans Drawings Project 1-Non-Plan/Specs: BSCC Review DOF Scope Space List Schematic 2-weeks Review Cost Cash Match Design 6-weeks Schedule 3-Page 2-Plan/Specs: c BSCC Plans OPS SFM c Spec’s CD SD 0% TIME % 0% Notice to TIME % Conditional 100% Proceed Award
6. W ORKING D RAWINGS Working Drawings NTP Construction Complete Plan, Design & Bid Establish Begin 100% Establish PP WD Bidding Preliminary Design DOF Pre- Preliminary Working Bid Submittal Approval Design Plans Drawings Project 1-Non-Plan/Specs: BSCC Review DOF Scope Space List Schematic 4-weeks Review Cost Cash Match Design 4-weeks Schedule 3-Page 2-Plan/Specs: c BSCC Plans Cost c SFM Spec’s CD SD PP 0% TIME % 0% Notice to TIME % Conditional 100% Proceed Award
7. B IDDING BIDDING Plan, Design & Bid NTP Construction Complete NTP 100% WD Establish PP WD Bidding DOF Advertise BOS Pre- Preliminary Working Bid Bid Approves Design Plans Drawings Project Prepare Due Analyze Bid Select Construction Bid Package Low Bid DOF Schematic County Begin Design BSCC Review PMIB State Loan Establish UPDATES: PMIB Scope Space List Cost Cash Match Schedule 3-Page SD PP WD TIME % 0% Notice to TIME % Conditional 100% Proceed Award
8. D ESIGN -B UILD (DB) Scope / PC / RFP NTP Construction Complete 100% Establish Bridging Pre- Performance Develop Select Design Design Pkg 1 Package 2 Design Criteria RFP DBE/ Not (PC) GMP Construct Design Design Reimb. Construct Types of Design Packages Reimburse After NTP 1-Site Work Before 2-Underground/Utilities 3-Footing Majority of Design 4-Structureal Steel 5-Finish 0% Notice to TIME % Conditional 100% Proceed Award
S TATE F IRE M ARSHAL SB 863- SFM fees are the responsibility of each County SFM review and approval is required for all State projects. The hourly rate $237.39 The county must receive a “Certificate of Occupancy” prior to occupying the facility. Typical Design-Bid-Build (DBB) SFM SFM SFM SFM Review Review Review Review Schematic Preliminary Working Bid Construction Drawing Drawing Drawing Typical Design-Build (DB) SFM SFM SFM SFM Repeat with Review Review Review Review Each Package Bridging Preliminary Working Construction Documents Drawing Drawing
S TATE F IRE M ARSHAL R EVIEW BSCC Involvement with SFM REVIEW WORKING SCHEMATIC ESTABLISH DESIGN DRAWINGS PRELIMINARY INITIAL FLS REVIEW PLAN Bid and Build Timeline 1. Screen 1. Accept Review 1. Screen County to 2. Screen FLS County to Document 3. Reviews Document 4. REPEAT 5. Signed Document: Deficiency List Marked up Drawings
Q UESTIONS Any Questions?
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