guidelines fpp advisories traditional db 10.08

8/11/2019 GUIDELINES FPP Advisories Traditional DB 10.08

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Traditional and Design-Build

Final Project Proposal

Format and Content Advisory

October 20 200!


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Pages

Traditional Final Project Proposal "-"#

Design-Build Final Project Proposal "$-%!

Appendi& A Community College 'ystem O((ice Policies (orTraditional and Design-Build Final Project Proposals A-"

Appendi& B P)ases o( a Design-Build Project B-"

Appendi& C *arrative Format Traditional Final Project Proposal C-"

Appendi& D *arrative Format Design-Build Final Project Proposal D-"

Appendi& + Allo,ances Based on t)e Construction Contract Cost +-"


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Final Project Proposal Advisory

Traditional Final Project Proposal

October 20 200!


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Table o( Contents "

ntroduction 2

Traditional Final Project Proposal 'tructure %

Traditional Final Project Proposal Contents %". Final Project Proposal Cover ')eet /

2. Proposal Approval ')eet /

a. Proposal Terms and Conditions /

%. Board tem Approving t)e 'ubmission o( t)e Final Project Proposal #

/. Board tem Approving se o( Design-Build as a Delivery 1et)od #

#. Analysis o( Building 'pace se and 'C3 4F'O* Form %". #

$. Cost +stimate 'ummary and Anticipated Time 'c)edule 4F'O* Form %2. $

5. Arc)itect6s Detailed Cost +stimate !

!. BO7 +nergy Cost Allo,ance Documentation 8

8. C+9A Compliance Documentation "0

"0. Traditional FPP *arrative "0"". Outline o( 'peci(ications ""

"2. Outline o( Per(ormance 1easures ""

"%. Cali(ornia +nergy Commission Approved Audit ""

"/. Federal Funds Detail ""

"#. Analysis o( Future Costs "2

"$. Conceptual Dra,ings "2

"5. 7uideline Based 7roup +:uipment Cost +stimate 4F'O* Form %%. "%

"!. Detailed +:uipment ;ist "/

"8.


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Introduction

A State Funded Design-Bid Build (Traditional) Final Project Proposal (FPP) needs to

contain information different from a State-Funded, Design-Build FPP. As a conse:uencet)e Facility Planning nit )as created t,o FPP advisories= one (or a traditional FPPs and one (or

a design-build FPPs> ( you plan to use t)e Design-Build delivery met)od you need to use t)eDesign-Build FPP advisory as t)e re(erence guide>

T)ere are t)ree p)ases in all traditional projects? Preliminary Planning or@ing Dra,ings andConstruction> Appendi& B at t)e end o( t)is advisory e&plains in detail t)e activities t)at occur ineac) p)ase>

T)e (ollo,ing Design-Bid-Build delivery met)ods available to community colleges?

'ingle Contractor

1ultiple Contractors

P)ased Bid 'ingle Contractor P)ased Bid 1ultiple Contractors 4ncluding Trade Prime Contractors

Combined Bid Design-Bid-Build on bot) projects


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CA;FO*A CO11*T CO;;+7+'Final Project ProposalAdisor!


Traditional Final Project Proposal Structure

Presented belo, is t)e structure o( a traditional Final Project Proposal 4FPP.> tems listed in

Boldte&t represent elements re:uired in all Traditional FPPs> Ot)er items listed are optional ands)ould be included i( applicable to t)e speci(ic re:uest being made (or 'tate Capital Outlay(unds>

") Final Project Proposal #oer S$eet

%) Final Project Proposal Approal Page (&it$ original signatures)

a) Project Terms and #onditions

') Board esolution approing t$e sumission of t$e Final Project Proposal

*) Board esolution approving t)e use o( t)e Design-Build Delivery 1et)od 4*ot re:uired in atraditional FPP.

+) Anal!sis of Building Space se and S#, FSI/0 Form '"

1) #ost 2stimate Summar! and Anticipated Time Sc$edule (FSI/0 Form '%)3) Arc$itect4s Detailed #ost 2stimate

5) BO7 +nergy Cost Allo,ance Documentation 4*e,.6) #27A #ompliance Documentation

"8) #apital /utla! Budget #$ange Proposal 0arratie

"") /utline of Specifications

"%) Outline o( Per(ormance 1easures 4*ot re:uired in a traditional FPP.

"') Cali(ornia +nergy Commission Approved Audit"*) Federal Funds Detail"+) Analysis o( Future Costs"1) #onceptual Dra&ings

"3) 7uideline-Based 7roup +:uipment Cost +stimates F'O* Form %%"5) Detailed +:uipment ;ist

"6)


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1) Final Project Proposal Cover Sheet

T)e contents o( t)e Cover ')eet in a traditional FPP is t)e same as t)e contents o( a Cover ')eet

in a design-build FPP>

T)e Final Project Proposal Cover ')eet indenti(ies t)e proposal by name district and campuslocation and t)e date prepared or revised> t also indicates t)e p)ases to be (inanced in t)eproposal and t)e initial budget year (or state (inancing>

2) Proposal Approval Page (with original signatures)

T)e contents o( t)e Proposal Approval Page in a traditional FPP is t)e same as t)e contents o( aProposal Approval Page in a design-build FPP>

T)e Final Project Proposal Approval Page provides general in(ormation about a project andcerti(ies t)at t)e proposal )as been approved by t)e district superintendent and board o( trustees>T)e Approval s)eet and t)e Project Terms and Conditions (orm is t)e legal basis be)ind t)edistricts proposal> Once (inancing (or t)e project is approved by t)e 'tate T)e Final ProjectProposal becomes an integral part o( a contract bet,een t)e district and t)e 'tate and bot) aree&pected to implement t)e Project Terms and Conditions> Any changes to be made to theagreement must be approved by both parties or changes do not become part of the agreement.

The Approval Page must be signed both by an authorized district representative and an

authorized State representative. The original signature copy must be submitted to the

Community College System ffice along !ith t!o additional copies that !ill eventually be

distributed to other state agencies.

a) Proposal Terms and Conditions

T)e contents o( t)e Proposal Terms and Conditions in a traditional FPP and in a design-buildFPP are t)e same>

T)e Terms and Conditions provide t)e language t)at clari(ies t)e contractual relations)ip t)at,ill e&ist bet,een t)e state and district once all parties agree to scope cost and (inancing

arrangements> T)e role o( t)e Facility Planning nit specialist is to act as an agent (or t)e stateto ensure t)at t)e terms o( t)e agreement are (ollo,ed> Any proposed changes to be made to the

agreement must be approved by both parties or the changes do not become part of the agreement( t)e district ,is)es to amend t)e agreement t)roug) a scope or cost c)ange t)e specialistevaluates t)e re:uest and communicates a recommendation to t)e 'tate Public or@s Board4PB. ,)o )as t)e aut)ority to represent t)e state in en(orcing t)e contract once (unding is

aut)oried and released> T)e legislative aut)ority to ma@e signi(icant amendments to t)econtract or to cancel t)e contract )as not been delegated to eit)er t)e PB or t)e CommunityCollege 'ystem O((ice sta((> 'uc) c)anges )ave to be revie,ed in ;egislative )earings.

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3) oard !tem approving the su"mission o# the Final Project Proposal

T)e Board esolution aut)oriing t)e submission o( t)e FPP is no di((erent in a traditional FPP

or a design-build FPP>

An approved and (inanced FPP is in essence a contract bet,een t)e district and t)e state>Accordingly t)e FPP is to contain a resolution approving t)e submission o( t)e FPP to ensuret)at t)e proposed project is an o((icial project o( t)e district>

$) oard !tem approving use o# %esign&uild as a deliver' method "#ot re$uired in a

traditional %PP&

T)e re:uirements o( +ducation Code 'ection !"5024a. t)at re:uire t)is board action only appliesto community college design-build projects and do not apply to projects using t)e traditional

4design-bid-build. delivery met)od>

) Anal'sis o# uilding Space se and *SC+ (FS!,- Form 31)

T)e contents o( a properly summaried Analysis o( Building 'pace se and 'C3 4Form %". ina traditional FPP and in a design-build FPP are t)e same> 3o,ever it is possible (or a traditionalFPP t)at advocates only t)e creation o( ne, space could be prepared in a detailed manner and

still s)o, t)e proposed scope o( ,or@>

T)e Form %" is a depiction o( t)e impact t)at t)e project ,ill )ave on t)e site6s space inventory>T)e (orm is to s)o, not only t)e space created and t)e ee@ly 'tudent Contact 3ours capacity

c)anged ,)en a ne, building is created but also is used to s)o, t)e impact on space andinstructional capacity ,)en an e&isting building is modi(ied demolis)ed classi(ied as inactive

or ot)er,ise removed (rom a campus inventory as t)e result o( a project> To properly s)o, aproject6s scope o( ,or@ and accurately calculate t)e state supportable allo,ances (orreconstruction and ne, construction projects t)e Form %" needs to present summary in(ormationas (ollo,s?

Areas subject to reconstruction or renovation are to be listed separately (rom areas created

by ne, construction>

;aboratory and laboratory service areas are to be summaried by t)e (irst t,o digits o( t)e

TOP code

O((ice and o((ice service areas are to separate instructional o((ices and o((ice service areas(rom non-instructional o((ices and o((ice service areas

Present t)e remaining areas summaried by room types regardless o( TOP code

programming>

Districts o(ten )ave elected to submit more detailed in(ormation on t)e Form %" even do,n to a

room-by-room analysis o( space c)anges> Presenting t)e project impacts in a non-summaried orimproperly summaried (as)ion can cause t)e ma&imum building or e:uipment allo,ances to be

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misstated and creates additional ,or@ (or CCC 'ystem O((ice sta(( ,)o must veri(y t)ecalculation o( t)e ma&imum allo,ances per state guidelines> 'uc) presentation also preventsdistricts (rom @no,ing t)e state supportable cost o( a project>

.) Cost /stimate Summar' and Anticipated Time Schedule0 (FS!,- #orm CAF 32)

A Cost +stimate 'ummary and Anticipated Time 'c)edule 4F'O* Form %2. is designed topresent t)e project sc)edule and summarie t)e project costs and sources o( (inancing (or t)ep)ases o( a traditional project?

Ac:uisition 4A p)ase.

Preliminary Planning 4P p)ase.

or@ing Dra,ings 4 p)ase.

Construction 4C p)ase.

+:uipment 4+ p)ase.

t (urt)er separates t)e cost o( preliminary planning ,or@ing dra,ings and construction into t)ecost components presented belo,>

Preliminary Planning 4Conceptual Design. Arc)itect and +ngineering 'ervices to develop preliminary plans

Program 1anagement 'ervices to develop preliminary plans

'oil Tests

Ot)er Costs during preliminary planning

or@ing Dra,ings 4Construction Design. Arc)itect and +ngineering 'ervices to complete state-approved construction dra,ings

Program 1anagement 'ervices during completion o( t)e construction design

'tate Arc)itect Plan C)ec@ Fees

Community College 'ystem O((ice Plan C)ec@ (ees

Ot)er Costs during ,or@ing dra,ings

ncludes costs to distribute e:uests (or 9uali(ications 4F9. and e:uests (or

Proposals 4FP.

Construction

Construction Contract tility 'ervice

'ite Development 'ervice

'ite Development 7eneral

Ot)er 'ite Development

econstruction

*e, Construction

Ot)er Construction

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Construction Allo,ances

Contingency

Arc)itectural and +ngineering oversig)t services during construction

1aterial Tests and 'ite nspections during construction

Construction 1anagement during construction

Preliminar! Planning, or9ing Dra&ing, and #onstruction Allo&ances for Traditional

Projects

Programming ,it)in t)e F'O* system (or t)e Form %2 is capable o( calculating all t)e P and C p)ase allo,ances t)at apply in a traditional project ,it) t)e (ollo,ing e&ceptions?

T)e de(ault programming (or t)e Project 1anagement P allo,ance identi(ies t)e

total state supportable amount as a cost o( preliminary plans> District may budget all

or part o( t)e allo,ance as a component o( t)e ,or@ing dra,ing p)ase in ,)ic) casea lo,er override entered (igure ,ould be entered in t)e P p)ase line and an o(( settingamount ,ould be entered in t)e p)ase line (or P1>

T)e current state policy is to (und t)e 'ite nspection construction allo,ance at

E"0000 per mont)> T)e total state supportable site inspection allo,ance e:ualsE"0000 times t)e mont)s o( construction plus one mont)> T)e F'O* de(aultprogramming remains E5000 per mont) so an override amount needs to be calculatedand entered as nspection Cost on t)e Form %2>

T)e current state policy allo,s arc)itect and engineering oversig)t during

reconstruction or renovation to be (unded at 2 o( t)e construction contract amount4T)is amount e:uals 20 o( "0 o( t)e contract amount. ntil a mont) ago t)e

F'O* de(ault programming used ">$ o( t)e construction contract amount ,)ic)e:uates to t)e percentage t)at applies to ne, construction ,or@ 420 o( ! o( t)econtract amount.> 3ope(ully t)e programming )as been c)anged (or t)is allo,ancecalculation but ,e )ave not completed testing o( t)e (eature to ensure it calculates t)eallo,ance as intended>

Due to t)ese programming inconsistencies t)e Arc)itect Detailed Cost +stimate needs tocalculate t)e proper amount o( t)ese allo,ances so t)at t)e correct amounts can be entered intot)e Form %2 to override t)e F'O* system calculated amounts as needed>

n t)e event t)at revie, activities result in modi(ied allo,ances e((orts ,ill be made to noti(y t)e

district o( c)anges in t)e state supportable amounts s)o,n in t)e project budget> Appendi& Dpresented at t)e end o( t)is advisory presents t)e state supportable allo,ances (or a traditionalFPP>

T)e remaining aspects o( Form %2 regarding assembly o( t)e (inancing array is t)e same (or bot)traditional and design-build FPPs> T)e columns o( t)e Form %2 are use to s)o, t)e state anddistrict 4non state. (inancing to be committed to t)e project> 1ultiple columns are used to s)o,

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district (inancing so t)at (inancing t)at directly mitigates state supportable cost o( t)e project canbe clearly separated (rom (inancing being provided to (und non-supportable cost in t)e project>

T)e project calendar also is s)o,n on t)e Form %2> t is used to?"> Determine t)e appropriate timing o( t)e state (inancing2> Calculate t)e state supportable amount o( t)e on-site inspection allo,ance%> Adjust t)e project cost (or mar@et in(lation to t)e mid-point mont) o( construction>

:ien t$ese fiscal impacts, it is critical t$at t$e anticipated sc$edulee a realistic portra!alof t$e timing of t$e project4s deelopment>

) Architects %etailed Cost /stimate

An Arc)itect6s Detail Cost +stimate is included in t)e FPP to provide detailed calculations o( t)e

cost summaried on t)e Form %2> n a traditional FPP it presents t)e C p)ase costs and soiltesting and ot)er costs incurred in t)e P p)ase and p)ase in terms o( volumes and unit costs>T)e Arc)itect6s Detailed Cost +stimate usually presents t)e calculation o( t)e allo,ance(ormulas (or projects using t)e traditional delivery met)od>

T)e in(ormation provided in t)e Detailed Cost +stimate enables state personnel to determine,)et)er a cost item is a state supportable cost o( t)e project and t)ereby eligible to receive state

(unds>

*on-'upportable Capital Outlay Costs

District may include costs in t)e project (or t)e (ollo,ing program areas in ,)ic) case t)eDetailed Cost +stimate and t)e Form %2 ,ill need to ac@no,ledge t)at t)e cost to renovate or

construct t)ese area are state non-supportable project costs and to be (ully (inanced ,it) non-state (unds?

or@ t)at a((ects t)e (ollo,ing areas? intercollegiate at)letics (oundations student

recreation areas sta(( recreational areas ca(eterias and ot)er sta(( and student loungeareas par@ing and ot)er areas capable o( generating revenue

Cost elements or site improvements t)at provide ,or@s o( art ,ater (eatures

electronic signs courtyards and ,al@,ays e&cluding reasonably sied main pat)s o(travel to and (rom t)e (acility covers or trellis structures over ,al@,ays e&cess site

landscaping ,)en compared to rest o( campus and landscaping outside parameters o(t)e project> 3o,ever state supportable items can include restoration o( landscaping

or (acilities destroyed or damaged due to project ,or@ or project staging arealandscaping ,it)in "0 (oot ,ide or ot)er comparable one around (acility andgeneral storm ,ater mitigation and erosion control (eatures>

P or C allo,ances larger t)an t)e state-supportable amounts calculated in accord

,it) costing and inde&ing (ormulas aut)oried by t)e Department o( Finance

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n suc) cases t)e district (unded non-supportable column o( t)e Form %2 s)ould identi(y t)enon-state (inancing t)at ,ill be used to pay (or t)e non-supportable costs>

( a district ,ants to advocate t)at t)e state support t)ese e&cess costs and allo,ance amountst)e district ,ould need to advocate (or a ,aivier o( state policies by completing t)e (orm'ustification of Additional Construction or ($uipment Costs ()ceeding State *uidelinesin,)ic) t)ree recent e&amples o( comparable situations need to be presented> 'ee 'ection "8. t)atdiscusses t)e preparation o( t)is (orm>

5) B/: 2nerg! #ost Allo&ance Documentation

BO7 +nergy Policy documentation is a ne, re:uirement (or bot) traditional and design-buildFPPs and t)e contents o( t)e +nergy Cost documentation re:uired is t)e same>

T)e Board o( 7overnors establis)ed a ne, energy policy in

To be eligible (or t)ese incentives districts ,ill need to provide in(ormation in t)is section o( t)eFPP?

"> Clari(y t)at t)e district is reducing its annual energy use consistent ,it) t)e Board6sPolicy and is providing to t)e 'ystem O((ice annual reporting ,or@s)eets t)at ma@e t)e

comparative calculations2> Committed to design t)e proposal in a manner t)at satis(ies one o( more o( t)e goalsstated above>

T)e FPP *arrative (or eit)er a Traditional FPP or a Design-Build FPP needs to mention 4in'ection D Part % Basis o( Cost n(ormation. t)e +nergy 'aving components o( t)e design i(@no,n t)at ,ill be incorporated into t)e design to ac)ieve t)ese savings>

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4) C/5A Compliance %ocumentation

T)e contents o( t)e C+9A Documentation in a traditional FPP is no di((erent (rom t)e contents

o( t)e C+9A Documentation in a design-build FPP>

+ac) project (inanced ,it) 'tate (unds must demonstrate (ull compliance ,it) t)e Cali(ornia+nvironment 9uality Act 4C+9A. ,)en t)e preliminary plans are submitted to t)e Public or@sBoard (or approval> T)e C+9A document to be (iled and t)e period t)e public )as (orcommenting on t)e (iling varies depending on t)e nature o( t)e C+9A document>

Districts ,)en preparing a FPP are to revie, t)e C+9A regulations determine t)e type o( (ilingneeded (or t)e project and identi(y in t)is section o( t)e FPP t)e C+9A document to be (iled andt)e status o( t)at (iling so t)at CCC 'ystem O((ice sta(( may determine ,)et)er timing o( t)eproject calendar relative to approval o( t)e Preliminary Plans by t)e 'tate Public or@s Board is

consistent ,it) t)e timing needed to complete t)e C+9A (iling and its re:uired public commentperiod>

10) Traditional FPP -arrative

A FPP *arrative t)at accompanies every re:uest (or state capital outlay (unds is used to addresst)e re:uirements presented in 'ection $!"! o( t)e 'tate Administrative 1anual> Previouslycalled Gesponses to 'peci(ic e:uirements o( t)e 'tate Administrative 1anualH t)e purpose o(t)e *arrative is to provide t)e (ollo,ing?

"> De(ine t)e community college campus6 problem and establis) its signi(icance=2> Demonstrate t)at t)e community college campus )as e&plored all reasonable

alternatives to solving t)e problem and o((ered t)e most logical solution=%> Provide detailed documentation (or t)e proposed solution and its cost=/> +&plain )o, t)e project supports t)e community college campus6 strategic plan>

T)ere are di((erences bet,een a FPP *arrative (or a traditional project and a FPP *arrative (or aDesign-Build project>

T)e Traditional FPP *arrative does not need to provide a reason ,)y t)e district is

proposing to use t)e traditional delivery met)od 4Design-Bid-Build. as t)e deliverymet)od>

T)e Traditional FPP need not describe ,)et)er t)e construction e((ort ,ill be p)ased ort)at t)e nature o( t)e p)asing already )as been discussed ,it) t)e Division o( t)e 'tateArc)itect>

T)e FPP *arrative (ormat and outline (or a traditional FPP is presented in Appendi& D at t)e endo( t)is presentation> For additional in(ormation districts sta(( and t)eir consultants can revie,'ection $!"! o( t)e 'tate Administrative 1anual available on t)e orld ide eb at)ttp?IIsam>dgs>ca>govITOCI$000Ide(ault>)tm

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11) ,utline o# Speci#ications

Detailed 'peci(ications are not part o( t)e Traditional FPP but are developed in a traditionalproject during t)e ,or@ing dra,ing p)ase> A FPP s)ould contain an outline o( t)e projectspeci(ications t)at clearly identi(y t)ose elements in t)e recommended solution t)at ,ouldre:uire specialied (acilities 4suc) as ,al@ in re(rigerators (or cadaver storage dental and nursingstations (or practicum laboratories )ydraulic li(ts (or auto tec) laboratories and @ilns (orceramics laboratories.> +&planation o( t)e contents o( speci(ication can be (ound in C)apter 5 o(

t)e%acility Planning +anual.

12) ,utline o# Per#ormance 6easures

Per(ormance 1easures are not part o( a Traditional FPP but are components uni:ue to a Design

Build FPP and are discussed in t)e presentation o( t)at FPP>

13) Cali#ornia /nerg' Commission Approved Audit

T)e discussion o( a Cali(ornia +nergy Commission Audit ,ould be t)e same in eit)er atraditional FPP or a design-build FPP>

T)e FPP s)ould contain evidence o( an approved energy audit on (ile ,it) t)e Cali(ornia +nergyCommission i( t)e project being proposed is a partial implementation o( an energy conservationplan on (ile ,it) t)e Cali(ornia +nergy Commission> A clear detailed statement s)all beprovided to describe t)e scope and intent o( t)e energy conservation measure project>

1$) Federal Funds %etail

T)e contents o( t)e Federal Funds Detail in a traditional FPP is t)e same as t)e contents o( t)eFederal Funds Detail in a design-build FPP>

Title # section #50"#4b. o( t)e California Code of ,egulations "CC,&provides t)at t)e revie,and evaluation o( a FPP s)ould determine t)e (ederal (unds committed to t)e project and any

restrictions placed upon t)e use o( t)ose (unds> )en (ederal (unds are being provided to(inance a FPP t)e district s)ould complete t)e Federal Fund Detail page and provide t)e(ollo,ing data?

"> *ame o( project 4as listed in (ederal application.2> Date o( application

%> 'ource o( (unds/> estrictions placed on t)e use o( t)ose (unds#> Amount o( (unds made available$> Date o( approval

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5> Amount approved>

Federal (unds are to be considered a non-state source o( (inancing t)at ,ould be reported in one

or bot) t)e district (unded columns on t)e

1) Anal'sis o# Future Costs

T)e contents o( t)e Analysis o( Future Costs in a traditional FPP is t)e same as t)e contents o(

t)e Analysis o( Future Costs in a design-build FPP

SA+'ection $$2" re:uires t)at FPPs include a complete economic analysis o( (uture revenuesand costs t)at ,ill be generated by a completed capital outlay (acility project> nclude in t)eanalysis t)e e((ects on instructional administrative and support and maintenance and operations>

nclude personnel years and costs by speci(ic activity> T)is analysis also s)ould s)o, t)epersonnel years and cost associated ,it) ne, instructional courses and programs t)at mayinvolve revie, by CCC 'ystem O((ice6s Curriculum and nstructional esources sta((>

1.) Conceptual %rawings

T)e Conceptual Dra,ings submitted in a Traditional FPP s)ould include basic?

a. Campus Plot Planb. Diagrams o( building areasc. Floor plansd. +&terior elevations

e. Ot)er dra,ing necessary as needed to understand uni:ue components o( t)e project>

T)e campus plot plan s)ould be dra,n to scale on ! "I2J & ""J paper> t s)ould clearly s)o, t)elocation o( t)e proposed construction in relation to ot)er campus buildings> Building a((ected byt)e project as ,ell as nearby (acilities s)ould be identi(ied by name included in t)e campus spaceinventory>For building projects t)e sc)ematic dra,ings s)all include but not necessarily be limited to asite plan arc)itectural (loor plans s)o,ing overall dimensions elevations and a typical cross-

section o( eac) building> T)e site plan s)ould provide a general indication o( t)e location andrelative distance to in(rastructure connections>

All (loor plans must be clearly coded or s)aded to assure proper identi(ication o( renovation ne,construction and assignable area not in t)e project 4i>e> space not being (inanced as part o( t)eapproved project.>

1) 7uideline&ased 7roup !! /8uipment Cost /stimates (FS!,- #orm CAF 33)

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T)e contents o( a properly summaried Form %% in a traditional FPP is t)e same as t)e contentso( a properly summaried Form %% in a design-build FPP>

'tate policy supports providing initial e:uipment to capital outlay projects t)at e&pand space ine&isting programs or provides space (or ne, programs> T)e policy is not intended to provide(unds to replace e&isting e:uipment so i( an area is modernied and t)ere is no c)ange inprogramming or s:uare (ootage an e:uipment allo,ance ,ill not be generated> T)e statesupportable amount (or +:uipment is developed in calculations made on t)e 7uideline Based7roup 2 +:uipment Allo,ance Calculation 4F'O* (orm

T)e


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T)e contents o( t)e Detailed +:uipment ;ist in a traditional FPP is t)e same as t)e contents o(t)e Detailed +:uipment ;ist in a design-build FPP

T)e 'tate Administrative 1anual provisions state t)at a detailed list o( e:uipment items s)ouldaccompany t)e budget re:uest t)at see@s e:uipment p)ase (unding but in recent years t)e sta(((rom t)e Department o( Finance ,)o revie, t)e budget re:uests )ave only re:uired t)esubmission o( t)e Form %%> A detailed list o( e:uipment items )o,ever must be submitted tore:uest t)e release o( e:uipment appropriations and needs to include t)e (ollo,ing data

elements?a> tem Descriptionb> nit Kolumec> nit Costd> Price +&tension

e> Total>

*ote on t)e list t)e +:uipment Price nde& 4+P. level represented by t)e unit prices so t)at t)eunit prices may be adjusted i( t)e +P level c)anges> Ot)er cost to be incurred to receive andinstall t)e e:uipment items suc) as s)ipping delivery installation and testing costs 4e&cludingsales ta&. may also be included on t)e detailed list as cost items> Allo,ance re:uests s)ould benet o( current replacement cost o( e&isting e:uipment on )and t)at ,ill be used in t)e project>

+:uipment tems ,it) a unit cost in e&cess o( E2#00 need to be justi(ied as do e:uipment itemst)at appear to be tec)nological upgrades ,it)out t)e introduction o( ne, programs or t)ee&pansion o( e&isting programs>

14; usti#ication o# Additional Construction or /8uipment Costs e

( a district ,is)es to advocate t)at additional state (inancing greater t)an amounts provided byt)e guidelines be included in t)e FPP t)e district needs to provide t)e evidence o( t)ree

e&amples o( community college or ot)er comparable (acilities e&periencing t)e cost beingadvocated above guidelines in order to )ave t)e CCC 'ystem O((ice t)e 'tate Department o(Finance and t)e ;egislative Analyst O((ice consider supporting additional state (unds to (inancet)e )ig)er costs> T)is is especially true in situations ,)ere district )ave ot)er resources available

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to (inance costs in e&cess o( guidelines or )ave elected to provide local contribution to mitigatet)e state supportable cost o( t)e project>

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Final Project Proposal Advisory

Design-Build Final Project Proposal

'eptember " 200!

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CA;FO*A CO11*T CO;;+7+'Final Project ProposalAdisor!Design-Build Final Project Proposal

Design-Build Final Project Proposal Table o( Contents

Table o( Contents "!

ntroduction "8

Design-Build Final Project Proposal 'tructure 20

Design-Build Final Project Proposal Contents 2"

". Final Project Proposal Cover ')eet 2"

2. Proposal Approval Page 2"

a. Proposal Terms and Conditions 2"

%. Board tem Approving t)e 'ubmission o( t)e Final Project Proposal 22

/. Board tem Approving se o( Design-Build as a Delivery 1et)od 22

#. Analysis o( Building 'pace se and 'C3 4F'O* Form %". 22

$. Cost +stimate 'ummary and Anticipated Time 'c)edule 4F'O* Form %2. 2%

5. Arc)itect6s Detailed Cost +stimate 2!

!. BO7 +nergy Cost Allo,ance Documentation %0

8. C+9A Compliance Documentation %0

"0. Design-Build FPP *arrative %"

"". Outline o( 'peci(ications %2

"2. Outline o( Per(ormance 1easures %2

"%. Cali(ornia +nergy Commission Approved Audit %%

"/. Federal Funds Detail %%

"#. Analysis o( Future Costs %%"$. Conceptual Dra,ings %/

"5. 7uideline Based 7roup +:uipment Cost +stimate 4F'O* Form %%. %/

"!. Detailed +:uipment ;ist %#

"8.


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AD STAT2 F0D2D, D2SI:0-BI?D FI0A? P/;2#T P/P/SA?

Introduction

+((ective


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Design-Build Final Project Proposal Structure

Presented belo, is t)e structure o( a Design-Build Final Project Proposal 4FPP.> tems listed in

Boldte&t represent elements re:uired in all Design-Build FPPs> Ot)er items listed are optional

and s)ould be included i( applicable to t)e speci(ic re:uest being made (or 'tate Capital Outlay(unds>

Design-Build Final Project Proposal

") Final Project Proposal #oer S$eet

%) Final Project Proposal Approal Page (&it$ original signatures)

a) Project Terms and #onditions

') Board esolution approing t$e sumission of t$e Final Project Proposal

*) Board esolution approing t$e use of t$e Design-Build Delier! et$od

4e:uired in a Design-Build FPP but not in a Traditional FPP.

+) Anal!sis of Building Space se and S#, FSI/0 Form '"4Design-Build FPP re:uires properly summaried data.

1) #ost 2stimate Summar! and Anticipated Time Sc$edule, FSI/0 Form '%

4Design-Build FPP re:uires revised in(ormation.

3) Arc$itect4s Detailed #ost 2stimate


!. BO7 +nergy Cost Allo,ance Documentation 4*e,.

6) #27A #ompliance Documentation

"8) #apital /utla! Budget #$ange Proposal 0arratie, Design-Build FPP


"". Outline o( 'peci(ications4Outline o( 'peci(ications is not re:uired in Design-Build FPP.

"%) /utline of Performance easures

4e:uired in a Design-Build FPP but not in a Traditional FPP.

"%. Cali(ornia +nergy Commission Approved Audit

"/. Federal Funds Detail

"#. Analysis o( Future Costs

"$. Conceptual Dra,ings

4Design Build FPPs do not re:uire dra,ings but t)ey may be provided i( @no,n or needed

"5. 7uideline-Based 7roup +:uipment Cost +stimates F'O* Form %%

4Design-Build FPP re:uires properly summaried data only.

"!. Detailed +:uipment ;ist

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presentation to )ig)lig)t t)em better> District see@ing to use t)e Design-Bid-Build deliverymet)ods )erein re(erred to as t)e Traditional met)od s)ould re(er to t)e traditional Final ProjectProposal section presented else,)ere in t)is publication>

Design-Build Final Project Proposal #ontents

T)is section describes eac) component a design-build FPP> Depending on t)e circumstances andsources o( (inancing some elements described belo, may not apply> For e&ample i( no (ederal(unds are used to (inance a portion o( a project and no e:uipment p)ase is included in t)e project

t)e discussion o( (ederal (unds in t)e project t)e preparation o( t)e Form %% t)at calculates t)ee:uipment allo,ance and t)e detailed list o( e:uipment items can be e&cluded (rom t)esubmitted FPP>

1)Final Project Proposal #oer S$eet

T)e contents o( t)e Cover ')eet in a design-build FPP is t)e same as t)e contents o( a Cover')eet in a traditional FPP> T)e Final Project Proposal Cover ')eet indenti(ies t)e proposal byname district and campus location and t)e date prepared or revised> t also indicates t)e p)ases

to be (inanced in t)e proposal and t)e initial budget year (or state (inancing>

%) Proposal Approal Page (&it$ original signatures)

T)e contents o( t)e Proposal Approval Page in a design-build FPP is t)e same as t)e contents o(a Proposal Approval Page in a traditional FPP> T)e Final Project Proposal Approval Page

provides general in(ormation about a project and certi(ies t)at t)e proposal )as been approved byt)e district superintendent and board o( trustees> T)e Approval s)eet and t)e Project Terms andConditions (orm is t)e legal basis be)ind t)e districts proposal> Once (inancing (or t)e project isapproved by t)e 'tate T)e Final Project Proposal becomes an integral part o( a contract bet,eent)e district and t)e 'tate and bot) are e&pected to implement t)e Project Terms and Conditions>The Approval Page must be signed both by an authorized district representative and an

authorized State representative. The original signature copy must be submitted to the

Community College System ffice along !ith t!o additional copies that !ill eventually be

distributed to other state agencies.

a)Proposal Terms and #onditions

T)e contents o( t)e Project Terms and Conditions in a design-build FPP and in a traditional FPPare t)e same>

T)e Terms and Conditions provide t)e language t)at clari(ies t)e contractual relations)ip t)at

,ill e&ist bet,een t)e state and district once all parties agree to scope cost and (inancingarrangements> T)e role o( t)e Facility Planning nit specialist is to act as an agent (or t)e state

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to ensure t)at t)e terms o( t)e agreement are (ollo,ed> Any proposed changes to be made to theagreement must be approved by both parties or the changes do not become part of the agreement

( t)e district ,is)es to amend t)e agreement t)roug) a scope or cost c)ange t)e specialistevaluates t)e re:uest and communicates a recommendation to t)e 'tate Public or@s Board4PB. ,)o )as t)e aut)ority to represent t)e state in en(orcing t)e contract once (unding isaut)oried and released> T)e legislative aut)ority to ma@e signi(icant amendments to t)econtract or to cancel t)e contract )as not been delegated to eit)er t)e PB or t)e CommunityCollege 'ystem O((ice sta((> 'uc) c)anges )ave to be revie,ed in ;egislative )earings>

') Board Item approing t$e sumission of t$e Final Project Proposal

T)e Board esolution aut)oriing t)e submission o( t)e FPP in t)e design-build FPP is t)e sameas t)e Board esolution aut)oriing t)e submission o( t)e FPP in a traditional FPP>

An approved and (inanced FPP is in essence a contract bet,een t)e district and t)e state>Accordingly t)e FPP is to contain a resolution approving t)e submission o( t)e FPP to ensuret)at t)e proposed project is an o((icial project o( t)e district>

*) Board Item Approing t$e se of Design-Build as a Delier! et$od

Design Build FPP re:uires a Board tem t)at re(erences to reason4s. (or using Design-Build

+ducation Code 'ection !"5024a. re:uires a district board to pass a resolution t)at clearly statest)at t)e district )as proposed to use design-build as t)e delivery met)od in order to accomplis)

one o( t)ree objectives? ". reduce comparable project costs 2. e&pedite t)e projects completionor %. provide (eatures not ac)ievable t)roug) t)e traditional design-bid-build met)od> T)e

district is to include t)e resolution in t)e design-build FPP in order to demonstrate compliance,it) t)ose provisions>

+) Anal!sis of Building Space se and S# (FSI/0 Form '")

Design-Build FPP re:uires properly summaried space data only

T)e contents o( a properly summaried Analysis o( Building 'pace se and 'C3 4Form %". ina traditional FPP and in a design-build FPP are t)e same>

T)e Form %" is a depiction o( t)e impact t)at t)e project ,ill )ave on t)e site6s space inventory>T)e (orm is to s)o, not only t)e space created and t)e ee@ly 'tudent Contact 3ours capacity

c)anged ,)en a ne, building is created but also is used to s)o, c)anges in space andinstructional capacity ,)en an e&isting building is modi(ied demolis)ed classi(ied as inactiveor ot)er,ise c)anged or removed (rom a campus inventory as t)e result o( a project> To properly

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s)o, a project6s scope o( ,or@ t)e Form %" needs to present summary in(ormation in t)e(ollo,ing manner?

Areas subject to reconstruction or renovation are to be listed separately (rom areas createdby ne, construction>

;aboratory and laboratory service areas are to be summaried by t)e (irst t,o digits o( t)e

TOP code

O((ice and o((ice service areas are to separate instructional o((ices and o((ice service areas

(rom non-instructional o((ices and o((ice service areas

Present t)e remaining areas summaried by room types regardless o( TOP code

programming>

Districts o(ten )ave elected to submit more detailed in(ormation on t)e Form %" even do,n to a

room-by-room analysis o( space c)anges> Presenting t)e project impacts in a non-summaried orimproperly summaried (as)ion can cause t)e ma&imum building or e:uipment allo,ances to bemisstated and creates additional ,or@ (or system o((ice sta(( ,)o must veri(y t)e calculation o(t)e ma&imum allo,ances per state guidelines> 'uc) presentation also prevents districts (rom

@no,ing t)e state supportable cost o( a project>

1) #ost 2stimate Summar! and Anticipated Time Sc$edule (FSI/0 Form '%)

Design-Build FPP re:uires revised in(ormation

A Cost +stimate 'ummary and Anticipated Time 'c)edule 4F'O* Form %2. is designed to

present t)e project sc)edule and summarie t)e project costs and sources o( (inancing (or t)ep)ases o( a traditional project?

Ac:uisition 4A p)ase.

Preliminary Planning 4P p)ase.

or@ing Dra,ings 4 p)ase.

Construction 4C p)ase.

+:uipment 4+ p)ase.

t (urt)er separates t)e cost o( preliminary planning ,or@ing dra,ings and construction intot)eir detailed cost components> T)e Form %2 is not designed to summarie t)e cost into t)e t,op)ases o( a Design-Build project> T)e Design and Build p)ases and t)eir cost components arediscussed in detail in Appendi& B and are s)o,n belo,> *otice t)at t)e cost components areslig)tly di((erent (rom t)e cost components in a Traditional project>

a) #ost #omponents in a Design-Build Project

Design P)ase 4Conceptual design. Principal Arc)itect and +ngineering 'ervices

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Program 1anagement 'ervices

'oil Tests

Design Builder 'tipends4*e,.

Ot)er Costs during preliminary planning

ncludes costs to administer e:uests (or 9uali(ications 4F9. and e:uests (or

Proposals 4FP.

Build P)ase 4Construction Design and Construction. Principal Arc)itect and +ngineering 'ervices

Design Builder Arc)itect and +ngineering 'ervices

Program 1anagement 'ervices

'tate Arc)itect Plan C)ec@ Fees

Community College 'ystem O((ice Plan C)ec@ (ees

Ot)er Costs during ,or@ing dra,ings Construction Contract2

tility 'ervice

'ite Development 'ervice

'ite Development 7eneral

Ot)er 'ite Development

econstruction

*e, Construction

Ot)er Construction

Construction Allo,ances

Construction Contingency

Design Builder Arc)itectural and +ngineering oversig)t services during

construction 1aterial Tests

'ite nspections

Construction 1anagement

) #ompleting t$e FSI/0 Form '% for Design-Build FPPs

'tate recognied allo,ance amounts in a Traditional project are based on t)e total estimatedbuilding and site improvements cost-t)e construction contract amount> T)e allo,ance (ormulas

in a state-(unded Design-Build project ,ill also be based on t)e estimated building and siteimprovement costs but ,ill need to use di((erent (ormulas because t)e construction contractamount in a Design-Build project includes t)e cost o( arc)itectural services to developconstruction documents> Due to uni:ue aspects o( a design-build project and t)e use o( t,o

2In a specific sum proposal like a state funded design Build FPP, the cost of these specific

line times may change as the project is designed but the total construction contract estimate

prior to indexing to the mid-point month of construction should not change.

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arc)itectural (irms t)e allo,ance (ormulas (or arc)itectural services design builder stipendsconstruction contingency and possibly ot)er design and construction allo,ances ,ill need to becalculated using (ormulas di((erent (rom (ormulas used in Traditional FPPs> Also programming

,it)in t)e F'O* system (or t)e Form %2 )as not been modi(ied to calculate Design and Buildallo,ances so t)e Arc)itect Detailed Cost +stimate needs to calculate t)ese allo,ances so t)att)ey can be entered into t)e Form %2 to override t)e F'O* system calculated amounts> T)et,o tables presented on t)e (ollo,ing pages illustrate t)e allo,ance (ormulas presently beingconsidered (or 'tate-(unded Design-Build projects>

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Table 1

Form 32, Design-Build FPP-New ConstructionTotal CostAllowances

Enter Amount/

FUSION Calculates/

Enter Override

Phase

2. Design Plans Subtotal P phase FUSION Calculates Design

A. Architect Fees ( for performance

measures and conceptual drawings)

2.8% FUSION Calculates

B. Project Management 1% FUSION Calculates

C. Preliminary Tests Enter Amount

D. Other Costs3 Enter Amount

3. Build Working Drawings Subtotal W phase FUSION Calculates Build

A. Architect Fees ( for constructiondocuments)

4 .6% Enter Override

B. Project Management Build Phase PM $ Enter Override

C. Office of the State Architect Plan

Check Fee

Multi-layered FUSION Calculates

D. Community College Plan Check

Fee

.286% FUSION Calculates

E. Other Costs Enter Amount

4. Build Construction(continued) Subtotal Contract FUSION Calculates

A. Utility Service Enter Amount

B. Site Development Service Enter AmountC. Site Development General Enter Amount

D. Other Site Development Enter Amount

E. Reconstruction Enter Amount

F. New Construction Enter Amount

G. Other Construction Enter Amount

5. Contingency 4 .0% Enter Override

6. Architect and Engineering Oversight 1.6% FUSION Calculates

7. Tests and Inspections Subtotal T&I FUSION Calculates

A. Tests 1% FUSION Calculates

B. Inspections- Months ofconstruction plus one month

$10,000 permonth

Enter Override

8. Construction Management 2.0% FUSION Calculates

9. Total Construction Costs (items 4

through 8 above)

Subtotal C phase FUSION Calculates

3Amounts include Cost to develop and distribute Request for Qualification, and Request for

Proposal as well as the Design Builder Stipends.

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10. Furniture and Group II Equipment Subtotal E Phase FUSION Calculates4 Equip

11. Total Project Costs Total Project FUSION Calculates

4Amount calculated on FUSION Form 33 and automatically posted onto the Form 32.

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Form 32, Design-Build FPP-Modernization or ReconstructionTotal Cost

Allowances

Enter Amount/

FUSION Calculates/

Enter Override

Phase

2. Design Plans Subtotal P phase FUSION Calculates Design

A. Architect Fees ( for performance

measures and conceptual

drawings)

3.5% FUSION Calculates

B. Project Management 1% FUSION Calculates

C. Preliminary Tests Enter Amount

D. Other Costs Enter Amount

3. Build Working Drawings Subtotal W phase FUSION Calculates Build

A. Architect Fees ( for construction

documents)5 .5% Enter Override

B. Project Management Build Phase PM $ Enter Override

C. Office of the State Architect Plan

Check Fee

Multi-layered FUSION Calculates

D. Community College Plan Check

Fee

.286% FUSION Calculates

E. Other Costs Enter Amount

4. Build Construction(continued) Subtotal Contract FUSION Calculates

A. Utility Service Enter Amount

B. Site Development Service Enter Amount

C. Site Development General Enter Amount

D. Other Site Development Enter Amount

E. Reconstruction Enter Amount

F. New Construction Enter Amount

G. Other Construction Enter Amount

5. Contingency 6 .0% Enter Override

6. Architect and Engineering

Oversight2 .0% Enter Override

7. Tests and Inspections Subtotal T & I FUSION CalculatesA. Tests 1% FUSION Calculates

B. Inspections- Months of

construction plus one month

$10,000 per

month

Enter Override

8. Construction Management 2.0% FUSION Calculates

9. Total Construction Costs (items

4 through 8 above)

Subtotal C phase FUSION Calculates

10. Furniture and Group II Subtotal E Phase FUSION Calculates Equip

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Equipment

11. Total Project Costs Total Project FUSION Calculates

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T)e remaining aspects o( Form %2 regarding assembly o( t)e (inancing array is t)e same (or bot)Traditional and Design-Build FPPs ,it) one e&ception> T)e columns o( t)e Form %2 are use to

s)o, t)e state and district 4non-state. (inancing to be committed to t)e project> 1ultiplecolumns are used to s)o, district (inancing so t)at (inancing t)at directly mitigates statesupportable cost o( t)e project can be clearly separated (rom (inancing being provided to (undnon-supportable cost in t)e project> T)e one uni:ue aspect o( a Design-Build FPP is t)at DesignBuilder 'tipends a cost o( t)e Design P)ase in all cases are to be locally (inanced andconsidered a state supportable cost o( t)e project>

T)e project calendar also is s)o,n on t)e Form %2> t is used to?"> Determine t)e appropriate timing o( t)e state (inancing2> Calculate t)e state supportable amount o( t)e on-site inspection allo,ance%> Adjust t)e project cost (or mar@et in(lation to t)e mid-point mont) o( construction>

7iven t)ese (iscal impacts it is critical t)at t)e anticipated sc)edule be a realistic portrayal o( t)etiming o( t)e project6s development>

T)ere are t,o critical dates t)at vary ,)en comparing a project calendar o( a Traditional projectto a project calendar in a Design-Build project> n a Traditional project t)e date t)at t)eDivision o( t)e 'tate Arc)itect 4D'A. approves t)e ,or@ing dra,ings is be(ore t)e date t)econstruction contract is a,arded to a contractor ,)ereas in a Design-Build project t)e a,ard o(

t)e construction contract to a design-build development team occurs be(ore D'A approves t)econstruction documents> Due to t)e earlier contract a,ard date in a design-build project t)ecalculation o( t)e project inspection allo,ance and t)e in(lation adjustment to t)e mid-pointmont) o( construction bot) based on t)e number o( mont)s bet,een contract a,ard mont) and

t)e project completion mont) ,ill be di((erent in a Design-Build project but presently noc)anges are being discussed relative to t)e calculation (ormulas (or t)e allo,ance amounts>

3) Arc$itect4s Detailed #ost 2stimate


An Arc)itect6s Detail Cost +stimate is included in t)e FPP to provide detailed calculations o( t)e

cost summaried on t)e Form %2> n a Traditional FPP it presents t)e C p)ase costs and soiltesting and ot)er costs incurred in t)e P p)ase and p)ase in terms o( volumes and unit costs>T)e Arc)itect6s Detailed Cost +stimate usually presents t)e calculation o( t)e allo,ance(ormulas (or projects using t)e traditional Delivery 1et)od even t)oug) t)e F'O* systemautomatically calculates t)ese allo,ances (or t)e P and C p)ases based on t)e value o( t)econstruction contract entered into t)e Form %2>

n contrast t)e Arc)itect6s Detailed Cost +stimate is t)e only place ,)ere t)e allo,ances uni:ueto a Design-Build project ,ill be calculated> T)e in(ormation provided in t)e Detailed Cost

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+stimate ,ill enable t)e district and t)e state personnel to determine t)e a state supportable costo( t)e project and t)e ma&imum amount eligible to receive state (unds>

a) Design-Build FPP niue #ost 2lements

Cost components uni:ue to a Design-Build FPP (ollo,s?

Design P$ase

Design Builder 'tipends

T)e design builder stipends are (unds (or design-builders ,)ose designs ,ere not selected to

partially mitigate t)eir cost o( developing t)eir non-,inning proposals>

Build P$ase

Principal Arc)itect Fees

Design Builder Arc)itect Fees

T)ere are t,o di((erent (ees (or arc)itectural services in t)e construction design p)ase= Principal

Arc)itect (ees and Design Builder Arc)itect (ees> The Principal Architect fees finance

consultants who are responsible is to develop the Performance Measures and

Conceptual Drawings and to provide oversight responsibility to ensure that user

interest as portrayed in the performance measures is reflected in the design-build

proposals by the competing design builders.T)e Principal Arc)itect (ees also (inance a

consultant t)at provides oversig)t responsibility to ensure t)at user interest as portrayed in t)e

per(ormance measures is re(lected in t)e construction documents created by t)e design builder>

T)e design builder arc)itect (ees (inance consultants responsible to develop t)e constructiondocuments and ensure t)at t)ey consistent ,it) t)e intent o( t)e original proposal approve by t)elegislature and are approved by all appropriate state and local revie,ing bodies>

Construction Contingency

+&periences seen in earlier community college design-build pilot project suggests t)at t)eretends to be (e,er e:uests (or Clari(ication bet,een t)e builder and t)e arc)itect and (e,erC)ange Orders as a result o( constructability con(licts> T)is appears to be due to t)e early

involvement o( t)e design builder and t)e close relations)ip o( t)e design builder arc)itect ,it)t)e design builder> As a conse:uence districts ,it) design-build projects in t)e AB "000 pilotprogram )ave establis)ed construction contingency allo,ances at lo,er amounts t)an t)ose

establis)ed in traditional projects> T)is (actor may provide t)e means to establis) )ig)er (ees (orArc)itectural 'ervices and 'ite nspection ,it)out e&ceeding t)e total value o( allo,ancesestablis)ed in a project budget (or a Traditional FPP>

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5) B/: 2nerg! #ost Allo&ance Documentation

4*e, re:uirement (or all FPPs.

BO7 +nergy Policy documentation is a ne, re:uirement (or bot) traditional and design-buildFPPs and t)e contents o( t)e +nergy Cost documentation re:uired is t)e same>

T)e Board o( 7overnors establis)ed a ne, energy policy in

To be eligible (or t)ese incentives districts ,ill need to provide in(ormation in t)is section o( t)eFPP?

%> Clari(y t)at t)e district is reducing its annual energy use consistent ,it) t)e Board6sPolicy and is providing to t)e 'ystem O((ice annual reporting ,or@s)eets t)at ma@e t)ecomparative calculations

/> Committed to design t)e proposal in a manner t)at satis(ies one o( more o( t)e goalsstated above>

T)e FPP *arrative (or eit)er a Traditional FPP or a Design-Build FPP needs to mention 4in'ection D Part % Basis o( Cost n(ormation. t)e +nergy 'aving components o( t)e design i(@no,n t)at ,ill be incorporated into t)e design to ac)ieve t)ese savings>

6) #27A #ompliance Documentation

T)e contents o( t)e C+9A Documentation in a design-build FPP is no di((erent (rom t)e contentso( t)e C+9A Documentation in a Traditional FPP

+ac) project (inanced ,it) 'tate (unds must demonstrate (ull compliance ,it) t)e Cali(ornia+nvironment 9uality Act 4C+9A. ,)en t)e preliminary plans are submitted to t)e Public or@s

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Board (or approval> T)e C+9A document to be (iled and t)e period t)e public )as (orcommenting on t)e (iling varies depending on t)e nature o( t)e C+9A document>

Districts ,)en preparing a FPP are to revie, t)e C+9A regulations determine t)e type o( (ilingneeded (or t)e project and identi(y in t)is section o( t)e FPP t)e C+9A document to be (iled andt)e status o( t)at (iling so t)at CCC system o((ice sta(( may determine ,)et)er timing o( t)eproject calendar relative to approval o( t)e per(ormance measures and conceptual design by t)e'tate Public or@s Board is consistent ,it) t)e timing needed to complete t)e C+9A (iling andits re:uired public comment period>

"8) Design-Build FPP 0arratie


A FPP *arrative t)at accompanies every re:uest (or state capital outlay (unds is used to addresst)e re:uirements presented in 'ection $!"! o( t)e 'tate Administrative 1anual> Previouslycalled Gesponses to 'peci(ic e:uirements o( t)e 'tate Administrative 1anualH t)e purpose o(t)e *arrative is to provide t)e (ollo,ing?

#> De(ine t)e client departments 4community college campus6. problem and establis) itssigni(icance=

$> Demonstrate t)at t)e community college campus )as e&plored all reasonablealternatives to solving t)e problem and o((ered t)e most logical solution=

5> Provide detailed documentation (or t)e proposed solution and its cost=!> +&plain )o, t)e project supports t)e community college campus6 strategic plan>

A *arrative (or a Design-Build FPP needs to include t,o pieces o( in(ormation t)at are not

re:uired in a traditional FPP> T)is uni:ue in(ormation is presented in 'ection D ecommended'olution?

a> 'ection D Part / needs to mention t)e reason t)e district board is using design-buildas t)e proposed delivery met)od

b> 'ection D part 5 needs to mention t)at p)ased approval o( t)e construction documentsis planned and )as been discussed ,it) t)e D'A o((ice t)e district uses to approve its,or@ing dra,ings i( p)ased construction is a component o( t)e proposed solution>

T)e FPP *arrative (ormat and outline (or a design-build FPP is presented in Appendi& C at t)eend o( t)is presentation> For additional in(ormation districts sta(( and t)eir consultants canrevie, 'ection $!"! o( t)e 'tate Administrative 1anual available on t)e orld ide eb at)ttp?IIsam>dgs>ca>govITOCI$000Ide(ault>)tm

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"") /utline of Specifications

'peci(ication Outline is not re:uired as part o( a Design-Build FPP

'peci(ications are not part o( a Design-Build FPP but are developed by t)e selected designbuilder during t)e construction design p)ase> +&planation o( t)e contents o( speci(ication can be(ound in C)apter 5 o( t)e%acility Planning +anual.

"%) /utline of Performance easures

T)e Outline o( Per(ormance 1easures are re:uired in a Design-Build FPP but not in aTraditional FPP

Per(ormance 1easures can be de(ined as design e&pectations capabilities or goals to be

accomplis)ed in t)e design o( t)e (acility> T)ey can ta@e many (orms> One section o( t)eper(ormance measures may communicate t)e campus arc)itectural design standards> Anot)ersection may lay out t)e e&pectations o( t)e mec)anical or electrical in(rastructure> A t)irdsection may e&plain t)e relations)ip t)at t)e proposed (acility needs to )ave relative to (acilitiesalready e&isting on t)e site regarding clearances ,al@,ays (ire access roads landscaping andvie,s> Anot)er section may present ,)at rooms or (unctions need to be adjacent to one anot)erin order to )ave e((ective program services suc) as a lobby ,)ere students c)ec@ in to an open

access computer lab and t)e ,or@ area ,)ere all t)e computers are available (or use> Ot)er suc)adjacent relations)ips may be rooms t)at create scenery (or t)eater productions and t)e mainstage or t)e tic@et boot) and t)e t)eater lobby

T)e design-build FPP s)ould contain an outline o( t)e sections t)at ,ill be in t)e per(ormancemeasures> T)e (ollo,ing is an e&ample o( t)e (irst level o( an outline o( suc) a document

"> Facility Placement and elations)ip to campus (acilities2> elations)ip ,it) nearby buildings%> 'ustainability +&pectation/> Facility ProgramsI ser 7roups

a> egulatory Boards and Collegiate Associations

#> Campus design 'tandard Arc)itectural design$> Campus design 'tandard 1ec)anical +lectrical and Plumbing design5> Campus design 'tandard Civil design!> Additional design Considerations

a> 1ec)anicalb> +lectrical

c> Plumbingd> 'ecuritye> AudioIKisual(> Acoustic

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8> 'pace *eeds"0> Facility Organiation Adjacency elations)ips""> oom Component Descriptions

"2> oom Data ')eets"%> Conceptual Dra,ings

"') #alifornia 2nerg! #ommission Approed Audit

T)e discussion o( a Cali(ornia +nergy Commission Audit ,ould be t)e same in eit)er a design-

build FPP or a traditional FPP>

T)e FPP s)ould contain evidence o( an approved energy audit on (ile ,it) t)e Cali(ornia +nergyCommission i( t)e project being proposed is a partial implementation o( an energy conservationplan on (ile ,it) t)e Cali(ornia +nergy Commission> A clear detailed statement s)all be

provided to describe t)e scope and intent o( t)e energy conservation measure project>

"*) Federal Funds Detail

T)e contents o( t)e Federal Funds Detail in a design-build FPP is t)e same as t)e contents o( t)eFederal Funds Detail in a traditional FPP>

Title # section #50"#4b. o( t)e California Code of ,egulations "CC,&provides t)at t)e revie,and evaluation o( a FPP s)ould determine t)e (ederal (unds committed to t)e project and anyrestrictions placed upon t)e use o( t)ose (unds> )en (ederal (unds are being provided to(inance a FPP t)e district s)ould complete t)e Federal Fund Detail page and provide t)e

(ollo,ing data?

"> *ame o( project 4as listed in (ederal application.2> Date o( application%> 'ource o( (unds/> estrictions placed on t)e use o( t)ose (unds#> Amount o( (unds made available$> Date o( approval

5> Amount approved>

Federal (unds are to be considered a non-state source o( (inancing t)at ,ould be reported in oneor bot) t)e district (unded columns on t)e

"+) Anal!sis of Future #osts

T)e contents o( t)e Analysis o( Future Costs in a design-build FPP is t)e same as t)e contents o(t)e Analysis o( Future Costs in a traditional FPP

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SA+'ection $$2" re:uires t)at FPPs include a complete economic analysis o( (uture revenuesand costs t)at ,ill be generated by a completed capital outlay (acility project> nclude in t)e

analysis t)e e((ects on instructional administrative and support and maintenance and operations>nclude personnel years and costs by speci(ic activity> T)is analysis also s)ould s)o, t)epersonnel years and cost associated ,it) ne, instructional courses and programs t)at mayinvolve revie, by CCC 'ystem O((ice6s Curriculum and nstructional esources sta((>

"1) #onceptual Dra&ings

Design Build FPPs do not re:uire dra,ings but t)ey may be provided i( @no,n or neededa. Floor plans elevations and ot)er suc) dra,ings generally are not available or

included in a design-build FPP t)at advocates ne, construction onlyb. A design-build FPP t)at advocates reconstruction or demolition o( an e&isting (acility

may include (loor plans o( t)e e&isting (acility>c) Depending on t)e nature o( t)e proposal a site plan may be included in t)e re:uest to

better understand restrictions o( a planned project site>

"3) :uideline-Based :roup II 2uipment #ost 2stimates (FSI/0 Form '')

Design-Build FPP re:uires properly summaried data only

T)e contents o( a properly summaried Form %% in a design-build FPP is t)e same as t)econtents o( a properly summaried Form %% in a traditional FPP>

'tate policy supports providing initial e:uipment to capital outlay projects t)at e&pand space ine&isting programs or provides space (or ne, programs> T)e policy is not intended to provide(unds to replace e&isting e:uipment so i( an area is modernied and t)ere is no c)ange in

programming or s:uare (ootage an e:uipment allo,ance ,ill not be generated> T)e statesupportable amount (or +:uipment is developed in calculations made on t)e 7uideline Based7roup 2 +:uipment Allo,ance Calculation 4F'O* (orm


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O((ice and o((ice service areas are to be summaried to s)o, total and net c)anges in

instructional o((ice and o((ice service space and non-instructional o((ice and o((ice servicespace

emaining areas are to be summaried by room types regardless o( TOP code assignment>

Districts t)at elect to submit more detailed in(ormation suc) as a room-by-room analysis o( spacec)anges o(ten overstate t)e project6s e:uipment allo,ance as suc) presentations may not

properly consider t)e replacement o( e&isting space ,)en calculating t)e net c)ange in space>

T)e unit price amounts used to calculate t)e +:uipment Allo,ance may be adjusted on t)e Form%% i( t)ere is an adjustment made to t)e +:uipment Price nde& prior to t)e state Department o(Finance submitting a re:uest (or an e:uipment appropriation in t)e ne&t state budget cycle> AlsoDOF )as in prior year directed 'ystem O((ice sta(( to adjust t)e +:uipment inde& ,)ic) also

results in revised e:uipment allo,ances>

T)e A detailed list o( e:uipment items )o,ever must be submitted to

re:uest t)e release o( e:uipment appropriations and needs to include t)e (ollo,ing dataelements?

(> tem Descriptiong> nit Kolume

)> nit Costi> Price +&tension

j> Total>

*ote on t)e list t)e +:uipment Price nde& 4+P. level represented by t)e unit prices so t)at t)eunit prices may be adjusted i( t)e +P level c)anges> Ot)er cost to be incurred to receive andinstall t)e e:uipment items suc) as s)ipping delivery installation and testing costs 4e&cludingsales ta&. may also be included on t)e detailed list as cost items> Allo,ance re:uests s)ould be

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net o( current replacement cost o( e&isting e:uipment on )and t)at ,ill be used in t)e project>+:uipment tems ,it) a unit cost in e&cess o( E2#00 need to be justi(ied as do e:uipment itemst)at appear to be tec)nological upgrades ,it)out t)e introduction o( ne, programs or t)e

e&pansion o( e&isting programs>

"6) ;ustification of Additional #onstruction or 2uipment #osts e@ceeding :uidelines

T)e

( a district ,is)es to advocate t)at additional state (inancing greater t)an amounts provided byt)e guidelines be included in t)e FPP t)e district needs to provide t)e evidence o( t)reee&amples o( community college or ot)er comparable (acilities e&periencing t)e cost beingadvocated above guidelines in order to )ave t)e CCC 'ystem O((ice t)e 'tate Department o(

Finance and t)e ;egislative Analyst O((ice consider supporting additional state (unds to (inancet)e )ig)er costs> T)is is especially true in situations ,)ere district )ave ot)er resources availableto (inance costs in e&cess o( guidelines or )ave elected to provide local contribution to mitigatet)e state supportable cost o( t)e project>

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Policies t$at Appl! to Bot$ Traditional and Design Build FPPs

Community College Districts ,ill continue to apply (or state capital outlay (unds by preparingFinal Project Proposals 4FPPs. regardless o( ,)et)er t)e Traditional 4Design-Bid-Build. deliverymet)od /t)e Design-Build delivery met)od is to be used (or t)e project> T)e CCC 'ystem

O((ice6s development o( a speci(ic year6s budget re:uest ,ill combine t)e Design-Build FPPs,it) t)e Traditional FPP be(ore it separates t)em into t)eir various categories andran@s t)em inpriority order ,it)in eac) category>

T)e Community College 'ystem O((ice ,ill determine t)e (iscal year (or eac) stateappropriation based on t)e (ollo,ing situations?

)en state (unds are aut)oried by t)e voters and available to appropriate

T)e timing o( t)e project6s calendar

)et)er t)e project is participating in t)e eady Access program

T)e status o( a previously started project i( its ,or@ inter(eres ,it) t)e progress o( t)e

project in :uestion

Traditional Project Appropriation Policies

'tate (inancing o( a traditional project includes (ollo,ing t)e p)ases

Preliminary Planning 4P.

or@ing Dra,ings 4.

Construction 4C.

T)e Construction p)ase may include demolition or reconstruction o( e&isting (acilities and t)e

construction o( ne, (acilities as ,ell as related site improvements> An +:uipment 4+. p)asecould be appropriated (or a traditional project i( t)e project e&pands e&isting program space orcreates space (or a program t)at is ne, to t)e site> Ot)er p)ases t)at could be appropriated (or atraditional project i( certain circumstances e&ist include?

Ac:uisition 4A.

'tudies 4'.>

Due to t)e large amount o( (acilities needed by community colleges t)e Board o( 7overnorsuntil (urt)er notice does not plan to support district re:uests (or state capital outlay (unds (or

Ac:uisitions 4A. p)ase and 'tudy 4'. p)ase appropriations t)at do not bene(it t)e entire system>

Districts not participating in t)e eady Access Program generally ,ill need more t)an one (iscalyear to obtain state (inancing (or a project> 'ystem O((ice sta(( )ave been directed to ma@ee((orts to ensure t)at projects participating in t)e eady Access program )ave t)eir state(inancing aut)oried as t)e result o( a single budget cycle>

Projects t)at participate in t)e eady Access program cannot propose c)anges in scope> n t)eunli@ely event t)at a c)ange in scope is re:uired (or a eady Access project t)e e&isting


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APP+*DL ACA;FO*A CO11*T CO;;+7+'

Community College 'ystem O((icePolicies (or Traditional and Design-Build Final Project Proposals

appropriations ,ill be reverted and a ne, appropriation ,ill be re:uested ,)ic) could delay t)e

completion o( t)e project (or at least one year> C)anges in project cost or (inancing in a eadyAccess project must be (inanced by non-state (unds and cannot delay t)e development o( t)eproject>

Traditional Project Administration Policies

T)e activities o( t)e Preliminary Planning p)ase include trans(orming t)e conceptual proposalinto sc)ematic dra,ings and speci(ications (or revie, and approval by t)e 'tate Public or@sBoard 4PB.> *o activity regarding t)e development o( ,or@ing dra,ings or construction canoccur be(ore PB approves t)e preliminary plans> Once t)e PB approves t)e Preliminaryplans t)e district usually is given permission to complete t)e development o( ,or@ing dra,ings

i( a or@ing Dra,ing Appropriation is aut)oried so t)at t)ey may be approved by t)e Divisiono( t)e 'tate Arc)itect 4D'A. and ot)er aut)oried revie,ing bodies suc) as local (ire mars)als>T)e p)ase is complete ,)en t)e District )as a set o( ,or@ing dra,ings and speci(ications t)at)as been approved by bot) D'A and DOF and t)e associated bid (orm )as been approved byDOF and is ready to place out to bid once construction (unds are appropriated>

7overnment Code statutes re:uire t)at c)anges in a project6s scope cost and (inancing arraymust be communicated to t)e ;egislative members by means o( a PB agenda item and in,riting in a manner t)at provides t)em 20 days to comment on t)e agenda item or :uestion t)ere:uest (or c)ange> Due to public notice periods (or PB )earing agenda t)e processing o( aPB C)ange e:uest Agenda tem including t)e transmittal and revie, o( a G20-Day ;etterH

can ta@e as long as 80 calendar days>

Design-Build Project Appropriation Policies

Before a district can sumit a Design-Build FPP for consideration of state funding, it &ill

first $ae to successfull! complete a locall!-funded design-uild projectin accord ,it) t)eaut)orities in any o( t)e (ollo,ing state statutes?

Assembly Bill "000 - C)apter $%5 'tatutes o( 2002 t)e Community College design-

build pilot project

7overnment Code #8#$ t)e design build delivery met)od aut)oried (or revenue

generating (acilities

'enate Bill $"/ - C)apter /5" 'tatutes o( 2005- legislation aut)oriing community

colleges to use design build delivery met)od (or locally (inanced projects costing moret)an E2># million>

e ,ere as@ed to revie, 7overnment Code 'ections /2"5>"0 t)roug) /2"5>"! to determine i(t)e creation o( energy conservation cogeneration and alternate energy supply sources at public(acilities under t)e aut)orities o( t)ese 7overnment Code sections included activities and

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decisions consistent ,it) t)e above statutes regarding design-build projects> 'ystem O((ice sta((

and selected district and private representatives involved ,it) AB "000 pilot projects ,)o ,erepolled regarding t)is in:uiry agreed t)at t)at ,)ile 7overnment Code 'ection /2"5>"$aut)oried t)e selection o( a contractor to be based on (actors ot)er t)an price and could beassembled to emulate a more comple& Design-Build project t)e limited scope and application o(t)e projects aut)oried by t)ese 7overnment Code sections did not provide district personnel,it) su((icient e&periences regarding t)e development o( per(ormance standards and ot)erimportant elements o( a Design-Build project aut)oried by t)e t)ree aut)orities cited above>

A success(ul Design-Build project is a project t)at accomplis)ed t)e (ollo,ing goals?

3ad no scope c)anges- Project scope and programming ,as not c)anged in a manner t)at

,ould re:uire notice to t)e ;egislature o( t)e c)ange i( project ,as a state (unded project>

3ad no more t)an a # increase in project cost a(ter removing impacts o( in(lation onmaterial costs

'c)edule ,as maintained ,it) no signi(icant delays- district too@ bene(icial occupancy

,it)in % mont)s o( planned date>

A state (unded design-build project is to be a G'um CertainH proposal meaning it ,ill re:uest aspeci(ic amount o( state (unds based on a proposed scope o( ,or@ t)at is evidenced by asummaried space array a description o( project purpose sie location and program intent anda general estimate o( building and site ,or@ costs>

'tate (inancing o( a design-build project includes t)e (ollo,ing appropriations?

Design 4D.

Build 4B.

Bot) a Design appropriation and a Build appropriation are to be encumbered during t)e (iscalyears t)ey are aut)oried> A Design Appropriation is encumbered once t)e voters or ;egislatureapproves t)e bonds providing t)e project (inancing and once t)e ;egislature and 7overnor )aveapproved t)e proposal> A Build appropriation is encumbered once t)e PB approves t)e

per(ormance measures and conceptual dra,ing representing t)e aut)oried scope cost and(inancing (or t)e project

An +:uipment 4+. appropriation also could be aut)oried (or a design-build project i( t)e projecte&pands e&isting program space or creates space (or a program t)at is ne, to t)e site>Preliminary Planning 4P. or@ing Dra,ings 4. Construction 4C. Ac:uisition 4A. and 'tudy

4'. appropriations cannot be appropriations o( a community college Design-Build project>

DOF is not initially receptive to t)e use o( t)e eady Access program (or community collegeDesign-Build FPPs as its t,o year limitation to a,ard t)e contract to t)e Design Builder is seenas unduly restrictive to t)e time needed to complete t)e design activities> T)e 'ystem O((ice ,ill

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revie, eac) project6s calendar and determine ,)et)er it is appropriate (or t)e Build p)ase to be

in t)e (iscal year immediately (ollo,ing t)e year t)e Design p)ase is (inanced>

egarding minimum local contribution levels t)e Department o Finance )as stipulated t)atDesign Builder 'tipends cannot be (inanced ,it) state (unds> T)e locally-(inanced designbuilder stipend is to be considered a local contribution> nless a project is participating in t)e

eady Access program no ot)er local contribution is re:uired in a Design-Build FPP>

Design-Build Project Administration Policies

Activities t)at ,ill occur during a Design P)ase includes project program planning necessary tocreate GPer(ormance 1easuresH GConceptual Dra,ingsH and as needed Groom adjacency

relations)ips> Also t)e assembly o( a Ge:uest (or 9uali(icationsH 4F9. t)at ,ill be used toidenti(y :uali(ied (irms ,ill be completed and evaluated during t)e Design p)ase> T)e Designp)ase ,ill also include t)e development o( t)e Ge:uest (or Proposal 4FP.?H t)at ,ill be use tosee@ proposals (rom interested :uali(ied Design Builders )o,ever no actiit! relatie to t$e

distriution of t$e euest for Proposal (FP) to t$e design uilders preiousl! identified

as ualified or relatie to t$e creation of t$e construction documents can occur efore t$e

PB approes t$e Performance easures and t$eir related conceptual dra&ings. T)eDesign P)ase is complete once t)e District )as received approval o( its per(ormance measuresand related conceptual dra,ings and is aut)oried to distribute t)e FP to t)e :uali(ied DesignBuilders>

Activities t)at occur during t)e Build P)ase includes selection o( t)e Design Builderdevelopment o( t)e construction documents and speci(ications= t)e revie, o( t)ose documents byt)e 'tate Arc)itect and t)e construction reconstruction and demolition o( (acilities and site,or@ t)at comprise t)e project> T)e Build p)ase is considered complete once t)e district ta@esbene(icial occupancy o( t)e project and )as complete state reimbursement e((orts (or (inancedproject costs and (inis)ed project closeout procedures>

T)e development o( t)e 'tate supportable budget o( a Design-Build FPP ,ill be based on t)eCommunity College uilding Cost and ($uipment *uidelinesand standardie design and buildallo,ance (ormulas t)at use t)e estimated construction contract value and t)e project calendar todetermine t)e amount o( eac) allo,ance> 'tandardied allo,ance (ormulas (or 'tate-(unded

Design-Build projects ,ere discussed earlier in t)e body o( t)e Design-Build FPP Advisory as itrelates to preparation o( t)e Form %2>

A design-build proposal ,ould evolve over time ,it) no c$anges in scope or total cost 4prior toinde&ing to mid-point mont) o( construction. as per(ormance measures= conceptual dra,ingsconstruction documents and (inally t)e project are developed> Due to t)e Community CollegeBoard o( 7overnor6s continuing policy o( no augmentations all c)anges in project cost includingune&pected increases in t)e mar@et in(lation rates are to be (inanced by t)e district and any

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inability o( a district to (ul(ill t)e locally (inanced portion o( t)e (inancing array ,ill result in t)e

removal o( all state (inancing not yet released to )onor reimbursement claims>

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Traditional Project P$ases

*ot counting an ac:uisition and an e:uipment p)ases t)ere are t)ree p)ases in a traditionalproject proposal?

Preliminary Planning 4Design Development.

or@ing Dra,ing 4Construction Design.

Construction>

T)e Design Development 4P. and Construction Design 4. p)ases are usually considered asingle design e((ort per(ormed by one (irm ,it) t)e Construction e((ort being per(ormed by adi((erent (irm>

Design-Build Project P$ases

n a project using t)e Design-Build delivery met)od t)ere are only t,o p)ases? DesignDevelopment and Build> T)e Design Development 4D.p)ase and t)e construction design e((ort

in t)e Build 4B. p)ase are separate design e((orts per(ormed by t,o di((erent design (irms> T)eBuild P)ase includes bot) t)e construction design e((ort and t)e construction e((ort

simultaneously or se:uentially depending on t)e circumstances>

T)e table belo, illustrates t)e comparative relations)ip bet,een t)e p)ases o( a Traditionalproject ,it) t)ose o( a Design-Build project>

P$ase Traditional Design-Build

Conceptual Design Preliminary Planning 4P. Design 4D.Construction Design or@ing Dra,ings 4. Build 4B.Construction Construction 4C. Build 4B.

a. Design 4D. P)ase

T)e objectives o( t)e Design p)ase in a state (unded Design-Build project are to createper(ormance measures consistent ,it) user e&pectations a cost estimate a project calendar andas needed conceptual project dra,ings to present t)e developing project to t)e Potential DesignBuild (irms and ot)er interested parties> Once t)e Design Development documents )ave beenpresented to all t)e revie,ing parties suc) as t)e state Public or@s Board 4PB. t)e district

,ill see@ permission to issue a e:uest (or a Proposal 4FP. t)at ,ill ultimately identi(y a:uali(ied design-build team ,)o ,ill (inis) t)e design and build t)e project> )en t)eper(ormance measures and conceptual dra,ings are submitted (or state PB approval t)edistrict in a manner similar to a Traditional project also is re:uired to demonstrate t)at t)eproject is (ully compliant ,it) t)e disclosure and mitigation re:uirements o( t)e Cali(ornia+nvironmental 9uality Act 4C+9A. and is consistent ,it) t)e prior ;egislative approval t)at

aut)oried state (unding (or t)e project> T)e D P)ase is considered complete once all t)e(ollo,ing steps are accomplis)ed?

". T)e 'tate Public or@ Board )as approved t)e per(ormance measures and conceptualdesign


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APP+*DL BCA;FO*A CO11*T CO;;+7+'

P)ases o( a Design-Build Project

2. T)e 'tate Department o( Finance )as given t)e district permission to develop andissue a FP to see@ a :uali(ied Design-Build team to complete t)e project

%. T)e 'tate Department o( Finance )as encumbered t)e Build 4B. p)ase (unds andreleased t)at portion o( t)e B P)ase (unds relative to t)e costs o( construction design

/. T)e district )as claimed all state (unds associated ,it) t)e D P)ase>

Districts generally are given one (iscal year to develop t)e per(ormance measures and conceptualdra,ings and to obtain t)e 'tate Public or@s Board approval o( t)e measures and conceptualdra,ings and its permission to issue e:uest (or Proposal to see@ a design-build developmentteam> ( success(ul in t)at e((ort districts are given t,o additional (iscal years 4(or a total o( t)ree

(iscal years. to ". identi(y and select a design-build development team ,)o ,ill (inis) t)e projectand 2. place t)e design builder under contract i( 4t)e B p)ase (unds are appropriated andavailable. and %. claim all (unds relative to t)e state supportable D p)ase costs>

") uild () Phase0 Construction %esign Component

T)e objectives o( t)e design component o( t)e Build 4B. p)ase in a state (unded Design-Buildproject are to complete t)e proposed design and get it approved by all state and local aut)oritiesaut)oried to revie, community college projects> As part o( t)e design component o( t)e Bp)ase t)e design- build team develops t)e construction documents submits t)em to t)e state

guidelines fpp advisories traditional db 10.08

Documents