Intro to Design-Build SCRIPT
Slide 1
Welcome to the Introduction to Design-Build Training Module which is a module within the NAVFAC Design-Build (DB) Training Series.
This Design-Build training series consists of training modules that provide an understanding of the latest NAVFAC Design-Build policies and processes and an explanation of the tools and documents available to help our DB Teams accomplish their jobs.
Slide 2
This course is approximately 50 minutes long.
There are Knowledge Checks throughout the course to test your comprehension.
Slide 3
These are the topics and learning objectives for this training module.
Understand the History of NAVFAC Design-Build
Learn the Benefits of Design-Build and When to Use it
Get familiar with the NAVFAC Business Management System, or BMS
Know the different NAVFAC Design-Build Processes
Understand NAVFAC Personnel Roles and Responsibilities
Learn the Structure and Formatting of the NAVFAC Design-Build RFP documents
Know the Post-Award Processes in Design-Build, and
Understand how to Locate and Navigate the NAVFAC Design-Build Master RFP Website
Slide 4
NAVFAC has been successfully utilizing Design-Build since the late 1980s. During the late ‘80’s and through the ‘90’s the Design-Build approach was not being administered consistently throughout NAVFAC.
In 2001 NAVFAC developed a single Design-Build format which is affectionately known as the NAVFAC Design-Build Master RFP.
In 2003, NAVFAC started using the design-build website. This website became the primary source for obtaining NAVFAC design-build documents. At that time there was an RFP template for MILCON new construction projects, as well as a small project template.
The site allowed for publishing one way of accomplishing design-build for all of NAVFAC resulting in a standardized template and process.
In 2009, the original RFP documents were converted to what we now term the “Standard Template”, and nine facility-type Model RFP’s were created from the Standard Template. The Small Project Template was maintained as one of the three components of the NAVFAC Design-Build Master RFP collection of documents; to clarify, in 2009 the term “NAVFAC Design-Build Master RFP” began to be used as an overall term for the 3 components of the NAVFAC Design-Build documents, these being the Standard Template, the collection of Facility-type Model RFP’s, and the Small Project Template. At this same time NAVFAC began using a document maintenance website to maintain all of these Design-Build RFP documents.
Slide 5
Some of the primary potential benefits that can be achieved through the Design-Build delivery method include:
Having a more collaborative team, including the designer and constructor being part of the same team as well as the NAVFAC staff working collaboratively as part of the overall project team.
A Design-Build approach typically specifies the required performance of many features without being prescriptive. This encourages the Design-Build Contractors to be innovative, and they often bring innovative solutions to the table that are creative and utilize the latest industry approaches.
The Design-Build Team is procured under a single contract which is a great benefit to NAVFAC, and also places a single source of responsibility on the Design-Build Contractor from design through construction closeout.
One inherent benefit to Design-Build is the time savings in overall project delivery; however, it is important to point out that NAVFAC has not always achieved a time savings from Design-Build. One area for time savings is in allocating funds; with Design-Build, the entire project funds for design and construction can be allocated at an earlier point in time, as opposed to Design-Bid-Build when a full design must be completed before the project is released for bids to allocate the construction funds.
Design-Build generally reduces the administrative burden on the Government. The Designer of Record and the Contractor’s Design QC Manager serve many of the review and approval roles that NAVFAC performs on Design-Bid-Build projects. Also, Design-Build Contracts have been shown to generate less RFI’s for the Government when compared to Design-Bid-Build projects.
Lastly, data shows that Design-Build projects have a lower rate of construction phase claims. This is largely due to the designer and contractor being part of the same team and are thus able to resolve many issues in working together.
Slide 6
Not all projects are appropriate for Design-Build project delivery. The selection between Design-Build and Design-Bid-Build is to be made based on what is the right acquisition strategy for the specific project. Each of NAVFAC’s Facilities Engineering Commands, or FEC’s, have a strategy for acquisition of projects; the decision on a project’s delivery method is made during planning and the DD1391 funding document development phase.
This list includes the types of projects that are generally good candidates for Design-Build. These include:
Standard facility types such as barracks and dining halls
Many new construction projects
As well as simple renovations where the existing conditions are known and have been assessed
Projects with a well-developed scope of work or project program; in other words, a Design-Build RFP must be able to clearly define the required project features for the Design-Build project to be successful
Lastly, sometimes Design-Build must be selected when it is necessary to obligate the funds
Slide 7
Projects that are more appropriate for a Design-Bid-Build project delivery approach include:
Complex or unique projects
Projects with a large number of program elements or tenants
Renovations where the existing conditions are not defined
Historic preservation projects
Highly technical facilities such as laboratories or hospitals
And when the user wants a prescriptive design, these projects are more appropriate for design-bid-build
Slide 8
One of the BIGGEST advantages of Design-Build is the Design-Build team and its’ relationship
In Design-Build processes, all participants, including the Design-Build Contractor and his Designer of Record, sit with NAVFAC at the same table as fully functioning and participating members of the Design-Build Project Team.
The relationship among all these parties is collaborative to enhance problem-solving, and partnering among all parties is continuous throughout the project delivery process.
The operational model should be shaped like the “round table” shown here, where all parties are able to participate in the project delivery process. In this graphic all parties within the Design-Build team are shown – the Contractor-related parties are shown in light green, the NAVFAC parties are indicated in dark blue, and the customer or end user parties are shown in light blue.
Slide 9
Now let’s look at the make-up of the NAVFAC project team on a Design-Build project
The project team includes the Project Manager, Design Manager, Construction Manager, Contract Specialist, Project Technical Team, Engineering Technicians, and others as appropriate.
The Project Technical Team is comprised of NAVFAC engineers and architects (from all disciplines) who provide technical support for the project.
Good communication and cooperation within these NAVFAC project team members, as well as between these team members and the Design-Build Contractor, throughout the lifecycle of the project is critical to project success.
Slide 10
You can find the steps to ensure successful project delivery and much more in NAVFAC’s Business Management System, or “BMS”.
Most of you know that BMS is a system that outlines NAVFAC’s business processes and describes the work performed to deliver NAVFAC products and services. It includes associated resources and identifies roles and responsibilities for NAVFAC personnel.
The BMS system is web-based and is accessible through the NAVFAC portal. These processes are not accessible to non-NAVFAC personnel.
The BMS processes are designed to be continually updated so they should be reviewed regularly to determine if any processes have been updated.
Slide 11
The BMS is accessed through the NAVFAC Portal Intranet. Unlike the NAVFAC Design-Build Master RFP that is housed on the public Whole Building Design Guide website, BMS is internal and not accessible to the public.
The Capital Improvement Section of BMS addresses several processes. B1 section of the BMS, titled “Design and Construction”, includes both Design-Bid-Build and Design-Build processes. Note that Capital Improvements has a specific page link.
The Acquisition Section of BMS that addresses the planning, award and administration of design and construction contracts is in BMS Section S-17.
Slide 12
This list shows the sections of the BMS that cover the Design-Build processes. These sections cover NAVFAC personnel’s roles and responsibilities for successful delivery of a Design-Build project, based on each procurement method.
Under B-1.4 you would see these processes:
B-1.4.1 covers Standard Design-Build with In-House RFP Development
B-1.4.2 covers Standard Design-Build with A/E RFP Development
B-1.4.3 outlines Multiple Award Construction Contract, or MACC Design-Build (for task orders)
B-1.4.4 covers processes for Single-Source Negotiated Scope, and
B-1.4.5 outlines the Small Project Design-Build Decision Process
Slide 13
Here is an example of the detail in BMS :
BMS outlines the role and responsibility of a NAVFAC team member.
For each NAVFAC team member it describes the effort needed and how they should do the work.
The BMS conveniently provides links to resource documents and forms needed to complete the various tasks within the process steps.
Some of these links provide cross-functional knowledge, such as to related BMS processes covering financial management and acquisition processes that are specific to Design-Build
Slide 14
BMS also includes a matrix presentation of the roles and responsibilities of NAVFAC personnel in these processes. NAVFAC personnel, in their project roles as Project Manager, Design Manager, Construction Manager or Engineering Technicians may be shown as “Leading” a task, indicated with an “L”; “Supporting” a Task, indicated with an “S”, or providing “Input”, which is indicated with an “I”.
As seen in the matrix here, the project team includes the PM, CM, Contract Specialist (CS), DM, Project Technical Team, Supported Command, and others as appropriate.
The Roles and Responsibilities (R&R) Matrix is provided as a companion to assist in the project delivery process. It should not be used independently of the fully developed processes as outlined in the BMS’s.
These processes and associated roles and responsibilities have been developed to ensure successful project delivery and all NAVFAC personnel should be familiar with their expected responsibilities for each process in the Design-Build project approach.
Slide 15
This slide shows the general roles of NAVFAC personnel in the Design-Build project delivery process.
The Project Manager is the one with overall responsibility for management of the project all the way through closeout, although for some of the project sub-tasks one of the other NAVFAC team positions takes the “Lead” role in support of the PM.
The Design Manager, or DM, manages development of the RFP, whether through an in-house team or by an A/E Contract. The DM also coordinates or leads the review effort of the Design-Build Contractor Team’s design.
The Construction Manager, or CM, shifts into the “Lead” role in support of the PM beginning at contract award through project close-out.
NAVFAC Engineering Technicians, or ET’s, provide quality assurance during construction by performing periodic reviews.
Good communication and cooperation between the PM, DM, CM, and all project team members throughout the lifecycle of the project is critical to a Design-Build project’s success.
Slide 16
KNOWLEDGE CHECK - Let’s answer a couple of questions on the material we’ve learned so far…
Slide 17
[Answer lines will be revealed using animation when audio-video versions are created]
Question number 1: True or False: All projects are good candidates for the Design-Build delivery method?
The answer is “False. Not all projects are good candidates for Design-Build. Several project types are most appropriate for Design-Bid-Build, examples include complex projects, unique projects, and renovation projects where conditions are not known.
Question number 2: The NAVFAC Business Management System processes can be accessed from which of the following locations:
A. the Whole Building Design Guide website
B. the NAVFAC Portal
C. the NAVFAC Atlantic website
D. the NAVFAC Pacific website
The answer is “b”, NAVFAC employees access BMS from the NAVFAC Portal Intranet.
Slide 18
The main Design-Build Documents are the UFC, the UFGS, the ESR, and the PTS.
UFC stands for Unified Facilities Criteria. These documents provide design requirements to architects and engineers and apply to both Design-Build and Design-Bid-Build projects.
The majority of the UFC’s are unified criteria that apply to all DOD Components.
These UFCs are resident on the UFC Webpage of the Whole Building Design Guide Website.
UFGS stands for Unified Facilities Guide Specifications.
Most of you recognize this acronym – these are the Prescriptive Guide Specifications that have been used for years in Design-Bid-Build.
UFGS’s are utilized in Part 5 of the RFP in areas where prescriptive information is needed. Also, the Design-Build Contractor is required to edit and submit UFGS’s to show the intention for materials and systems to be used in the project.
The UFGS sections are located on the Whole Building Design Guide Website. It is important to note that the Division 01 sections for Design-Build that are included in Part 2 of a Design-Build RFP are located on the NAVFAC DB Master RFP website.
ESR stands for Engineering System Requirements.
ESR’s identify the Engineering Choices in the Basis of Design Information; another way to look at the ESR is that they outline the scope parameters for the project.
The ESRs are part of the Project Program in Part 3 of the RFP
The ESR sections are located on the NAVFAC DB Master RFP website
PTS stands for Performance Technical Specifications.
The PTS outline the Quality and Performance of the Materials and Systems
These PTS requirements set a minimum standard for the materials and systems. So you make your engineering material and systems choice in the ESRs and describe the minimum quality requirements of those materials and systems in the PTS.
In most cases the PTS sections are a blending of performance and prescriptive requirements.
The PTS’s are included in Part 4 of the RFP, and are located on the NAVFAC DB Master RFP website for download.
Slide 19
The NAVFAC Design-Build Master RFP are the full collection of RFP documents created by NAVFAC for Design-Build projects.
The NAVFAC Design-Build Master RFP consists of 3 primary components to choose from, including the Standard RFP Template, the 9 Model RFP’s and the Small Project Template:
The Standard Template is a complete RFP that is not customized for any specific building type.
The Small Project Template is generally appropriate for small and less complex projects, and the website has resources for determining if the Small Project Template is appropriate for your project. There is also a separate training module that covers the Small Project Template in detail, as far as which projects it is appropriate for, as well as the differences in the Small Project Template and the Standard RFP Template.
There are also 9 Model RFP’s – These are customized documents that are to be utilized for nine common building types.
Slide 20
As mentioned previously, there are Model RFP Templates – These are documents that have been customized to be used for nine common building types. These building types are:
Armories
Child Development Centers
Dining Facilities
Entry Control Facilities
Fire Stations
Fitness Centers
Hangars
Marine Corps BEQ’s
Market Style BEQ’s
Slide 21
All NAVFAC Design-Build RFPs are made up of 6 parts.
Part 1 is the “Contracting Requirements”, which includes the Proposal Forms and other submittal documents which are prepared by the Contracting Officer.
Part 2 is the “General Requirements”, which is where you will find the “Division 1” documents that address the administrative, safety, design and construction process, and project closeout instructions for the project.
Part 3 is termed as the “Project Program”, which is the functional information that says, “This is what the Navy wants to receive when the project is completed.” It doesn’t tell the DB Contractor “how” to get there, … , just what is required to be provided to the end user.