1. Alternative Project Delivery
Amy Schroeder
Idaho Transportation Department
Innovative Contracting Manager

2. Outline Overview Project Selection Design-Build Procurement Process
CMGC Procurement Process

3. Authority Design-Build: Idaho Code § 40-904 CMGC: Idaho Code § 40-905
20% limit of annual highway program
~$60 million annually

4. Contracting Methods Design-Bid-Build CM/GC Design-Build Design Bid
Construction
Design
RFP
Construction
CM/GC
Select
Early Procurement Packages
Design
Design-Build
RFQ
RFP
Construction
Select

5. Relationships with Department
Design-Bid-Build
Construction Manager / General Contractor
Design-Build
(DBB)
(CMGC)
(DB)
Owner
Owner
Owner
Designer
Contractor
Designer
CM/GC
Design-Build Firm

6. Project Nomination Criteria
Complexity / Innovation
Delivery Schedule
Level of Design
Risk Factors
Agency Factors
Market Factors
Third Party Coordination

7. Risk Assessment and Allocation

8. Procurement Requirements
Design-Build: two phase procurement process
RFQ for qualifications-based (short-list)
RFP for technical and price proposals
CMGC: single phase procurement process
RFP for qualifications-based and technical/price proposal

9. Stipend (DB only) Based upon the estimated project costs
Can be increased for complexity if needed
TABLE
Non-responsive proposals are not eligible
If accepted, Department owns the work products
Contract Value
(CV)
Stipend Base
(SB)
Stipend Rate
Stipend Range
Max %
$0 - $5M
= CV x 0.3% -
15,000
0.30
$5M - $10M
= SB + (CV - $5M) x 0.20%
25,000
0.25
$10M - $20M
= SB + (CV - $10M) x 0.15%
40,000
0.20
$20M - $40M
= SB + (CV - $20M) x 0.10%
60,000
0.15
> $40M
= SB + (CV - $40M) x 0.05%

10. Design-Build Methods
Best Value: Price proposal divided by the technical proposal score, awarded to the lowest overall score
Fixed Price, Best Design: Highest technical proposal score
Lowest Price, Technically Acceptable: Lowest price proposal that meets minimum technical and designer qualifications requirements
Generally, innovation or alternatives are required
No right-of-way, utility or railroad permits obtained by the design-build firm
Department obtains the required environmental clearances
Preliminary design is completed and the design-build firm’s role is limited to completing the design and constructing the project

11. RFQ Information Project goals Project scope Estimated cost
Design and construction or fixed price
Maximum time allowed for project
Design and construction
Description of the evaluation criteria and process
Requirements for key personnel

12. RFQ Evaluation Criteria
Construction-related experience and performance
Specialized experience and technical competence
Key personnel
Designer experience and qualifications
Performance on similar projects
Qualifications and relevant experience
Financial, personnel and equipment resources
Proposed plan to manage design and construction
Understanding of and approach to the project
Other appropriate qualifications-based selection factors

13. Designer Qualifications
Project complexity
Project’s level of design completeness prior to the RFP
Potential for design innovation and alternatives
Project impacts to the public during construction and operation

14. RFP Information Project goals & scope Estimated cost
Maximum time allowed for project
Base concept
Performance and technical requirements (specifications)
Required deliverables
Description of the selection and award criteria
Copies of the contract documents
Critical path method

15. RFP Evaluation Criteria
Project-specific technical and quality factors
Design and construction qualifications
Innovation*
Design and construction quality*
Time of completion*
Price
*optional or integrated into other criteria

16. RFP Contract Provisions
Payment/performance bond, proposal guaranty, insurance
Standards, rules, guidelines, and special provisions
Design and construction requirements, including specifications and environmental regulatory requirements
Final documents upon completion of the project
Submittal date for technical and price proposals
Date for opening the sealed price proposals

17. Alternative Technical Concepts
Encourage innovation and tailor delivery and project to proposer’s means and methods
Equal to or better than the base concept
Improve project quality and/or reduce project costs
A proposed ATC is not acceptable if it merely seeks to reduce quantities, performance or reliability, or seeks a relaxation of the contract requirements

18. Alternative Technical Concepts
Preapproved to include in technical and price proposal
Each proposer shall submit only one proposal
Price proposal shall reflect any incorporated ATCs
The proposal may not otherwise contain exceptions to or deviations from the requirements of the RFP
Proposals with ATCs are evaluated against the same technical criteria as those without
Preapproved ATCs incorporated in a proposal become part of the contract upon award

19. DB Proposals Technical and price proposal submitted concurrently
Evaluation committee evaluates the technical proposals based upon established criteria
Time-adjusted price (value of the time factor)
Total time value = total number of days to complete the project * time factor
Time-adjusted price is the total time value plus the total price proposal amount
Each proposer gets a summary of scores of all proposers and their own evaluation worksheets

20. CM/GC Process Competitive procurement process
Qualifications component
Price component
Both qualifications and price are rated on a point-scale
Highest ranking firm gets contract
Two part contract
Design services & assistance
Construction GMP

21. 2-Phase Contract Design services Construction services
Life-cycle cost considerations
Scheduling
Cost estimating
Constructability
Alternative construction options for cost savings
Sequencing of work
Construction services
Awarded after the plans have been sufficiently developed
Guaranteed maximum price (GMP)

22. RFP Information Description of project
Including programmatic, performance, technical requirements and specifications
Description of the qualifications to be required of the firm
Description of the requirements of key personnel
Description of the process the department will use to evaluate proposals
Schedule of unit prices requiring pricing
Approach to pricing
The form of the contract to be awarded

23. RFP Evaluation Criteria
Ability and qualifications of key personnel
Financial, labor and equipment resources and availability
Ability to meet time and budget requirements
Scope of work to be self-performed and ability to perform that work
Approach to working collaboratively with the department
Construction experience in similar projects
Unit prices and approach to pricing

24. CMGC Proposals Technical and price proposal submitted concurrently
Evaluation committee evaluates the technical proposals based upon established criteria
Price proposal score combined with technical score
Highest overall score is successful proposer
Each proposer gets a summary of scores of all proposers and their own evaluation worksheets

25. Department’s Progress
Outreach: Districts, AGC, others
DB pilot project awarded September 2012
Next steps
Project nominations by districts and bridge section
Approval by Transportation Board and FHWA

26. Additional Information
ITD Innovative Contracting Unit
Website and Advertisement Announcements:
ITD.Idaho.Gov
Doing Business With ITD
Alternative Contract Procurement Services
Sharepoint (internal to ITD):
Division: Highways, ICU
Amy Schroeder, Innovative Contracting Manager
(208)