delivery of multiple small projects—now! task order construction agreements
TRANSCRIPT
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 Projects 9% 8.5% 8% 7.5% 7%
CM Projects 6% 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
• Project Closeout✓ Lump Sum Contract✓Punch list✓Reconciliation of Allowances✓Closeout checklist✓Certificate of completion✓Notice of Completion✓Retention