PDB-OTA Process Overview Placemat.pdf
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- Solicitation number
- W9128F26SM024
About this file
This document is a process flowchart and explanatory guide for Progressive Design-Build (PDB) projects utilizing Other Transaction (OT) agreements under federal contracting authority (10 U.S.C. § 2808a) for Military Construction (MILCON) projects managed by the U.S. Army Corps of Engineers.
The PDB-OT process consists of two phases executed through OT agreements. Phase 1 (Design & Preconstruction Services) uses MILCON design funds and includes eight pre-agreement steps: project requirements definition, Request for Qualifications (RFQ), Statement of Qualifications (SOQ) submission, government down-selection of qualified offerors, pitch presentations, qualifications-based selection (QBS), negotiation of OT Phase 1 services, and award of the OT Phase 1 agreement. Phase 1 execution encompasses kickoff and alignment, schematic design, budget lock, design development, and preconstruction readiness activities, culminating in a government decision gateway to authorize Phase 2 when cost, scope, schedule, and risk are acceptable. Phase 2 (Final Design & Construction) uses MILCON construction funds and executes concurrent final design and construction activities in work packages, including long-lead procurement, foundations, structure, building systems, site utilities, commissioning, beneficial occupancy, and project closeout. The process emphasizes early alignment of government and industry goals, open-book cost collaboration, iterative problem-solving, off-ramp decision points protecting the government at key milestones, and overlapped design-construction execution to optimize delivery timelines and reduce overall project risk while improving cost and schedule confidence. The document includes a target completion date of 30 June 2026.
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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 Alternatives
• 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 / Revised GECWE / Open Book Estimate / IGE
Switch to 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
• Success Letter, if applicable
• Mission Complete!
• Complete Construction Documents
• Permitting & Submittals
• Ongoing Design Development
• Submittals & Coordination
• 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
30 JUN 2026
Slide Number 1
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