PDB-OTA Process Overview Placemat.pdf
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- Solicitation number
- W912UM27S0TA1
About this file
This document is a process flowchart for Progressive Design-Build (PDB) projects utilizing Other Transaction (OT) agreements under 10 U.S.C. § 2808a for military construction (MILCON) projects executed by the U.S. Army Corps of Engineers.
The PDB with OT process comprises eight pre-agreement phases followed by two separate OT agreement phases. Pre-agreement activities include project requirements definition, Request for Qualifications (RFQ), Statement of Qualifications (SOQs) submission, down-selection of qualified firms, pitch presentations, qualifications-based selection (QBS), negotiation of Phase 1 services, and award of the Phase 1 OT Agreement. Agreement Phase 1 uses MILCON Design Funds and encompasses design and preconstruction services, progressing through kickoff and alignment, schematic design, budget lock, design development, preconstruction readiness activities (including BCOES reviews, permitting, early submittals, and site readiness), and culminates in a government decision gateway to authorize Phase 2. The process utilizes open-book cost estimates and pricing schedules during Phase 1, with a switch to firm-fixed price pricing. Agreement Phase 2, funded by MILCON Construction Funds, covers final design and construction documents (overlapping with construction), long-lead item procurement, construction execution in work packages, and project closeout through beneficial occupancy and turnover. Key process features include early alignment of government and industry goals, open-book collaboration driving transparency, iterative and flexible strategy evolution, off-ramp decision points providing government exit protection at key milestones, overlapped design and construction execution, and tailored oversight with periodic reporting on cost, schedule, performance, and risk management.
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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 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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