Delivery of Multiple Small Projects—Now! Task Order Construction Agreements

A New Project Delivery Tool… What created the need? ✓ An emphasis on smaller projects ✓ Simplified Procurement / Delivery ✓ Design-Build Capability ✓ Best-Value Selection ✓ Staff Augment

What is TOCA? A model to deliver multiple projects under one contract Master Enabling Agreement (MEA) ✓ Task Order ✓ Construction Agreement Projects Construction Manager (CM) or Design-Build (DB) Projects to $5 Million NTE $10 Million / year

What is TOCA? Selection of Service Provider Two Phase – Best Value ✓ Request for Qualifications (RFQ) ✓ Request for Proposals (RFP) Contract One Year MEA Contract Extension for a second year Projects Preconstruction – Negotiated Fees Construction - GC Fee, OH&P and as Bid

When Should We Use TOCA? Deliver Groups of Projects Small Major Capital Projects Mix of Design-Build and CM Tight Delivery Windows Programming and Planning Efforts Staff Augment Services Last Minute Projects JOC use

How do We Use TOCA? RFQ List of Projects Schedule Qualifications RFP No Qualifications in RFP Interview / Proposed Team Rider A Cost Component

What is TOCA? RFP Bid Form Cost Component: Average of three staff rates with highest number of hours: Architectural Services Fees x 2500 hours Consultants Services Fees x 2500 hours Preconstruction Services Fees x 1000 hours Construction Phase Site Management Fee x 4000 hours DB Construction OH&P x 50% of Budgeted D.C.C. CM Construction OH&P x 50% of Budgeted D.C.C. Fee for Assembly of Initial subcontractor bidding pool

How do We Use TOCA? Task Orders Negotiated Fees for Services Preconstruction Services Define Scope of Projects ✓ Scheduling ✓ Estimating Design Services ✓ As CM or Design-Builder

How do We Use TOCA? Preconstruction Services Subcontractor Bidding Pool ✓ Advertise ✓ Prequalify Bidding ✓ Campus Building Permit ✓ Bid to Subcontractor Pool ✓ Lump Sum Project Proposal ✓ Management Fees as proposed and negotiated ✓ OH&P as proposed

How do We Use TOCA? Construction Contingency Liquidated Damages Work with Builder to mitigate downside risk Contingency Schedule Project Size<$250K<$500K<$1,000K<$2,500K< or =$5,000K DB Projects9%8.5%8%7.5%7% CM Projects6%5.5%5%4.5%4%

How do We Use TOCA? Construction Services Construction Agreement ✓ Task Order ✓ Construction Manager (CM) ✓ Design-Build (DB) ✓ Owner input on services ✓ Construction Agreement ✓ Build Project

TOCA Best Practices DB v. CM Options Listing projects included in RFP Listing of Subcontractors Pre-Process Meeting Single v. Multiple project Task Orders Negotiation of Task Orders

TOCA Best Practices When is Lump Sum Defined? Review of Lump Sum Contingencies Scheduling

TOCA Best Practices Project Closeout ✓ Lump Sum Contract ✓ Punch list ✓ Reconciliation of Allowances ✓ Closeout checklist ✓ Certificate of completion ✓ Notice of Completion ✓ Retention

TOCA Best Practices Risk ‘Teeter – Totter” Feedback Loop

TOCA Best Practices It’s all about Relationships…

TOCA Road Show… Pilot Campuses CPDC TOCA Training

Questions – Discussion ?