Attachment A_Placemat - PDB with OTA Process Overview.pdf
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- Industry Feedback Requested: USACE’s Progressive Design Build with Other Transaction Authority Process
- Solicitation number
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About this file
This document is a process flowchart and guidance document for the Progressive Design-Build (PDB) with Other Transaction (OT) delivery method for military construction (MILCON) projects under the statutory authority of 10 U.S.C. § 2808a. The PDB with OT approach is structured in two agreement phases: Phase 1 covers design and preconstruction services using MILCON design funds, while Phase 2 encompasses final design and construction using MILCON construction funds. The pre-agreement phase includes eight sequential steps: project requirements definition, Request for Qualifications (RFQ) issuance, Statement of Qualifications (SOQs) submission and evaluation, down-selection of qualified firms, pitch presentations, qualifications-based selection (QBS) of the best qualified offeror, negotiation of Phase 1 OT services scope, and award of the Phase 1 agreement.
Phase 1 progresses through nine integrated activities: kickoff and risk-informed alignment meeting, schematic design development with concept solutions, budget estimate submission with Level 3 cost estimates, advance design and technical development, integrated schedule development with long-lead item identification, execution-ready integrated solution coordination, and pre-construction work including BCOES reviews and permitting. Two off-ramp decision points allow government exit protection, with transition from open-book estimates to firm-fixed pricing at the decision gateway to Phase 2. Phase 2 execution includes concurrent final design documentation and construction in overlapping work packages (foundations, structure, building systems, interiors, exteriors, and site utilities), followed by redzone commissioning, beneficial occupancy, base certification, and final turnover. Key benefits emphasized include early alignment of government and industry goals, open-book transparency, iterative problem-solving, schedule and cost confidence, and overlapped execution to optimize design and construction sequencing.
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Text version
PROGRESSIVE DESIGN-BUILD (PDB) WITH OT
End-to-End Process for MILCON Projects
Right Authority.
Right Collaboration.
Right Outcome.
OT STATUTORY
AUTHORITY:
10 U.S.C. § 2808a, Facility Construction or Repair:
Transactions Other Than Contracts and
Grants
AGREEMENT PHASE 1 – DESIGN & PRECONSTRUCTION SERVICES (OT Agreement using MILCON Design Funds)
EARLY ALIGNMENT
Aligns Government & Industry Goals Early
OPEN BOOK COLLABORATION
Transparency in estimating drives informed decisions
ITERATIVE & FLEXIBLE
Evolves Strategy & Solves Challenges Early
OFF RAMP PROTECTION
Exit points protect Government at key milestones
OVERLAPPED EXECUTION
Design and Construction Optimized
BETTER OUTCOMES
Deliver facilities with more cost and schedule confidence
AGREEMENT PHASE 2 – FINAL DESIGN & CONSTRUCTION (OT Agreement using MILCON Construction Funds)
KICKOFF & ALIGNMENT SCHEMATIC DESIGN BUDGET LOCK DESIGN DEVELOPMENT DECISION GATEWAY TO
PHASE 2
PRECONSTRUCTION
READINESS
Outcome: Government Authorizes Phase 2 Construction when Cost, Scope, Schedule and Risk are Acceptable
Risk Informed Project Alignment Meeting
• Goals & Objectives
• Risk Workshop
• Success Metrics
• Communication Plan
Concept Solutions
• Further Alternates
• Innovation Opportunities
• Risk Reduction
Schematic Design Development
• Develop Design
Concepts
• Evaluate Systems
• Confirm Approach
Budget Estimate Submission
• Level 3 Cost Estimate
• Cost Confidence Package
• Scope/Schedule Validation
Advance Design (Technical Development)
• Tailored Design
• Engineer Analysis
• Constructability Reviews
Integrated Schedule Development
• Long Lead Item
Identification
• Resource Planning
Execution-Ready Integrated Solution
• Coordinate Estimate
• Constructability
• Risk Mitigation
Government Decision
• Scope Confirmed
• Cost Validated
• Risk Accepted
• Negotiate Phase 2:
Construction
Pre-Construction Work
• BCOES
• Permitting
• Early Submittals
• Site Readiness
Open Book Estimate / Price Schedule Open Book Estimate / Price Schedule
Switch to Firm-Fixed Price
1. Project Requirements
• Mission Need
• Performance Objectives
• Industry Outreach /
Market Intelligence
• SCO OTA Approval
AUTHORIZE PHASE
2 CONSTRUCTION
FINAL DESIGN / CONSTRUCTION DOCUMENTS
(OVERLAPPING)
CONSTRUCTION (OVERLAPPING w/ DESIGN) REDZONE / BENEFICIAL OCCUPANCY TURNOVER /
CONSTRUCTION
COMPLETE
LONG LEAD / EARLY
WORK
• Early Site
Acquisition
• Site Access
• Site Preparation
• Early Package
• Execute Construction in Work Packages
• Foundations / Structure
• Building / Systems
• Interior / Exterior
• Site Utilities
• Continuous Quality & Safety Reviews
• Punchlist
• Red Zone Commissioning
• Joint Occupancy (if needed)
• Beneficial Occupancy
• Base Certification
• Turnover / Construction Complete
• Close Out
• Mission Complete!
• Complete Construction Documents
• Permitting & Submittals
• Ongoing Design Development
• Submittals & Coordination
• Continued BCOES Reviews
• Receive MILCON Construction Funding
• Issue Modification to Agreement
• Obligate Funding
• Decision Milestones
• Green Light Long Lead Item Procurement Construction Continues
2. Request for Qualifications
(RFQ)
3. Statement of Qualifications
(SOQs)
• Industry Submits SOQs •Government Evaluation
4. Down-Select •Government
Selects Best Qualified Offers
• Invite Firms to Pitch Presentations
5. Pitch Presentations
6. Qualifications Based Selection
(QBS)
• Government Selects
Best Qualified Offeror
7. Negotiate OT (Phase 1) Services
• Scope of Ph 1 Design/ Preconstruction Services
• Performance Metrics
8. Award OT (Phase 1)
Agreement •Award Other
Transaction Agreement
GOVERNANCE
& OVERSIGHT
• Tailored Oversight
• Periodic Reporting
•Cost, Schedule, Performance Reviews
• Risk Management
Why PDB with
OT?
PRE-AGREEMENT: PLANNING, SOLICITATION, & AWARD
OFF RAMP
DECISION POINT
OFF RAMP
DECISION POINT
• Finalize Requirements Package
• Industry Day / Notice
• Publish Solicitation
• Offeror Presentations / Meetings / Interviews
• Q&A
• Site Visit, if applicable
Slide 1
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