Delivery of Multiple Small Projects Now - Enhanced Project Management Tool
In this detailed guide, discover how TO-CA model streamlines project delivery by enabling multiple projects under a single contract, emphasizing smaller projects and best-value selection. Learn about the process, benefits, and when to use TO-CA for efficient project management.
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Presentation Transcript
Delivery of Multiple Small ProjectsNow! Task Order-Construction Agreements
A New Project Delivery Tool What created the need? Emphasis on Smaller Projects Simplified Procurement / Delivery Design-Build Capability Best-Value Selection Staff Augment
What is TO-CA? 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 TO-CA? 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 TO-CA? 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 TO-CA? RFQ List of Projects Schedule Qualifications RFP No Qualifications in RFP Interview / Proposed Team Rider A Cost Component
What is TO-CA? 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 TO-CA? 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 TO-CA? 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 TO-CA? Construction Contingency Contingency Schedule <$250K <$500K <$1,000K <$2,500K Project Size $5,000K 9% 8.5% 8% 7.5% 7% DB Projects 6% 5.5% 5% 4.5% 4% CM Projects Liquidated Damages Work with Builder to mitigate downside risk
How Do We Use TO-CA? Construction Services Construction Agreement Task Order Construction Manager (CM) Design-Build (DB) Owner input on services Construction Agreement Build Project
TO-CA 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
TO-CA Best Practices When is Lump Sum Defined? Review of Lump Sum Contingencies Scheduling
TO-CA Best Practices Project Closeout Lump Sum Contract Punch list Reconciliation of Allowances Project Closeout Checklist Certification of Completion & Occupancy/Release of Retention Notice of Completion Retention
TO-CA Best Practices Risk Teeter Totter Feedback Loop
TO-CA Best Practices It s all about Relationships
TO-CA Road Show Pilot Campuses CPDC TO-CA Training
