Capital and Infrastructure Improvements:

Reviews During Design Phase

Reviews during Phase 1 Design Phase (by Construction Administrator):

Description:

The Construction Administrator attends three (3) design review meetings: architectural job start meeting, schematic/preliminary phase review and the construction documents phase review.

  1. Architectural Job Start Meeting: Construction Administrator reviews the Construction Management section of the CSU Procedure Manual for CSU Projects with the architect to ensure bidding docs are set up correctly; provide guidelines for various documents, i.e. Supplementary General Conditions, Division One, etc., review Construction Documents phase meeting and agenda, review Prebid meeting and agenda.
  2. Schematic & Preliminary Design Phase Meeting: Construction Administrator reviews geotechnical and foundation design report; drawings (site plan and survey to check existing utilities, review structural frame and cladding details and ensure Seismic Review Committee is reviewing also), mechanical & electrical review. Review Specifications: Division One, General Requirements and Special Conditions, Division 2-Site Work, ensure agreement with soils report, review Supplementary General Conditions.
  3. Construction Document Review (at 95% Construction Documents): Construction Administrator check schedule, phasing, work areas, access, utility tie-ins/shutdowns, source of temporary facilities/availability/capacity, asbestos/lead, campus restraints, prevailing wage rates/special determinations--if any, bid alternates, and addenda.

References:

  • SUAM sections 9721-9721.10.
  • CM Procedures Manual, section 2, Reviews during Design Phase.
  • Public Contract Code, sections 3400, 10720-21.

The CA needs to remain involved throughout the design phases to monitor/work towards the successful completion of design of the construction documents.

Forms/Templates:

  • CSU Procedure Manual for CSU Projects (currently on AE website)
  • Division One template (currently on CM website)
  • DIR Public Works website

Trade Bid Requirements (Collaborative Design-Build, CM at Risk, TO-CA)

Description:

Below are a few of the requirements for trade bidding, which is conducted prior to completion of the project design. Refer to the appropriate delivery method RFP (Collaborative Design-Build RFP, or CM at Risk RFP, or TO-CA RFP) for more information on the trade bid requirements:

  1. Prequalify Trade Contractors.
  2. Minimum Bidding pools.
  3. DVBE Participation Requirement.
  4. Trade Contractor Contingencies.
  5. Reproduction Cost of Trade Bid Packages.
  6. Bid Phase Services.
  7. Trade Bid Advertisement.

References:

Reference Requests for Proposals documents (RFPs) for Collaborative Design-Build and CM at Risk projects.

Forms/Templates:


Lump Sum or Guaranteed Maximum Price (GMP) (Collaborative Design-Build, CM at Risk, TO-CA)

Description:

Definition of the Guaranteed Maximum Price (GMP): “the maximum price that the Trustees and Contractor agree upon as payment for managing, providing and installing all the Work.” The GMP is the Not-to-Exceed Contract Amount. Submittal of GMP: The Project Budgeted Direct Construction Cost is provided in the Project RFP. The Trustees may revise the project Budgeted Direct Construction Cost in the Phase 1 agreement, after work has started on this agreement. At or before the scheduled completion of schematic design as shown in RFP, the Contractor shall submit to the Trustees a GMP for the construction of the Project, for purposes of Board of Trustees approval. The Contractor shall submit the GMP based on the Design Documents or Design-Build Documents, depending on delivery method, submitted to the Trustees during Design Development, and as indicated in the Schedule. The Contractor shall include in its GMP submittal:

  1. a line item breakdown showing each subcontract amount;
  2. the number of bidders to date for each trade a bid breakdown summary sheet for each trade,
  3. detailing bid amounts for all bidders and all normalization;
  4. all allowances, which may include allowances for trades which have not yet been competitively bid;
  5. all other items included in the Direct Construction Cost;
  6. Phase 2 Design Fees (for CDB delivery and TO-CA CDB delivery);
  7. the Contractor’s site management fee;
  8. the Contractor’s contingency;
  9. the Contractor’s Overhead and Profit; and
  10. bonding costs.

The GMP is the maximum amount which the Trustees will pay the Contractor for completion of the design (if Design-Build), preconstruction services, and construction of the project, except as may be adjusted by change orders. Contractor shall be responsible for any cost overrun of the GMP. If the Contractor’s Direct Construction Cost as bid during the Phase 2 agreement is less than the Contractor’s Direct Construction Cost portion of the GMP, the difference shall be retained by the Trustees.

The Contractor shall submit the GMP with a detailed breakdown of the total, and this breakdown shall include a listing of bid packages. Once bids are received on a bid package and the subcontract awarded, work usually or customarily included in the subcontract scope, and not specifically excluded, is deemed by the Trustees to be included in the subcontract. Should it become known that such work is not included in the subcontract, it may not be included in remaining bid packages, and shall be debited from the Contractor’s contingency. Remaining bid packages may be altered, created, or deleted in response to current information. When all bid packages are awarded, a change order may be executed for the benefit of the Trustees to permanently recover all bid savings.

References:

Forms/Templates:


Phase 2 Construction Agreement (Collaborative Design-Build, CM at Risk, TO-CA)

Description:

With the acceptance of the GMP, the Trustees will issue a Phase 2 agreement:

  1. for Collaborative Design-Build, for the completion of design and construction of the project;
  2. for Construction Manager at Risk, for the construction of the project (the design agreement is a separate agreement with the architectural firm and the Trustees);
  3. for TO-CA projects, the Phase 2 agreement will be Collaborative Design-Build for completion of design and construction of the project, or CM at Risk for the construction of the project.

References:

Forms/Templates: