Attachment A-Placemat for PDB with OTA Process Overview.pdf
PDF 298 KB Posted
- Solicitation number
- W912GB27Z1C2F
- Issued by
-
Department of the Army European Command
About this file
This document is an infographic describing the end-to-end process for Progressive Design-Build (PDB) projects utilizing Other Transaction (OT) agreements under 10 U.S.C. § 2808a for Military Construction (MILCON) projects.
The PDB with OT approach consists of two agreement phases. Phase 1 (Design & Preconstruction Services) uses MILCON Design Funds and progresses through eight pre-agreement steps: Project Requirements definition, Request for Qualifications (RFQ), Statement of Qualifications (SOQ) submission, down-select, pitch presentations, Qualifications Based Selection (QBS), negotiation of OT Phase 1 services, and award of the OT Phase 1 Agreement. Phase 1 execution includes kickoff and alignment, schematic design, budget lockdown, design development, preconstruction readiness activities, and an off-ramp decision point. Phase 2 (Final Design & Construction) uses MILCON Construction Funds and authorizes construction when cost, scope, schedule, and risk are acceptable. Phase 2 involves overlapping final design/construction documents and construction execution in work packages, followed by red zone commissioning, beneficial occupancy, and turnover/construction completion. The process emphasizes five core benefits: early alignment between government and industry, open book collaboration with transparent estimating, iterative and flexible strategy evolution, off-ramp protection providing government exit points at key milestones, and overlapped execution optimizing design and construction. Governance includes tailored oversight, periodic reporting, and risk management throughout both phases.
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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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