PDB-OTA Process Overview Placemat.pdf
PDF 331 KB Posted
- Attached to
- REQUEST FOR INFORMATION - Exploring Innovative Design and Construction Methodologies with Korean Industry
- Solicitation number
- W912UM26Z9999
About this file
This document is an infographic detailing the end-to-end Progressive Design-Build (PDB) procurement process for Military Construction (MILCON) projects using Other Transaction (OT) authority under 10 U.S.C. § 2808a.
The process comprises three main phases: Pre-Agreement (Planning, Solicitation, and Award), Agreement Phase 1 (Design and Preconstruction Services using MILCON Design Funds), and Agreement Phase 2 (Final Design and Construction using MILCON Construction Funds). The Pre-Agreement phase includes eight steps: Project Requirements definition, Request for Qualifications (RFQ) publication, Statement of Qualifications (SOQs) submission and evaluation, down-selection of qualified firms, pitch presentations, Qualifications-Based Selection (QBS), negotiation of Phase 1 OT services, and award of the Phase 1 OT Agreement. Agreement Phase 1 encompasses Kickoff and Alignment, Schematic Design, Budget Lock, Design Development, Preconstruction Readiness, and a Decision Gateway to Phase 2, with an off-ramp decision point providing exit protection for the Government. Agreement Phase 2 includes authorization of construction upon cost, scope, schedule, and risk acceptance; overlapping Final Design and Construction Documents; overlapping Construction execution in work packages; Red Zone/Beneficial Occupancy activities; and Turnover/Construction Completion. The PDB with OT approach emphasizes early alignment between Government and industry, open-book collaboration and transparency, iterative and flexible strategy evolution, off-ramp protection at key milestones, overlapped execution optimizing design and construction, and tailored governance and oversight to deliver facilities with improved cost and schedule confidence.
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Other files
| File | Type | Posted |
|---|---|---|
| Playbook - Executing PDB with OTA.pdf | ||
| Placemat Design Build to Budget.pptx | PPTX presentation |
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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 Number 1
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