Alternative Project Delivery Methods - OCPW
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Transcript of Alternative Project Delivery Methods - OCPW
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Alternative Project Delivery Methods… the Agency’s Perspective
Shane L. Silsby, Director OC Public Works July 31, 2015
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Objectives
County’s Experience
Current Goals
Future Initiatives
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County's Experience
Limited! Utilizing minimal County history
with DB Developing experience through
classroom and on-the-job training Utilizing out of County / State
resources
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Current Goals
Statutes, Authority, And Policy
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Statutes, Authority, and Policy
“…because that’s how it’s always been done!” January 30, 2014 Memo from
County COO to Director of OCPW Ensure consistency of public works
design & construction services procurement Standardize project & construction
management practices
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Statutes, Authority, and Policy
Joint Powers Authority (JPA) • 1966 Agreement between the City of
Santa Ana & the County of Orange • Orange County Civic Center Authority • Created the Civic Center Area • Purpose was to plan, construct, and
maintain Civic Center • 50-year agreement- expires Jan. 2016 • JPA can enter into contracts & incur debt
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Statutes, Authority, and Policy
ASR 14-001420, Item No. 30 • Board Adopted on 9/30/2014 • Amend & Restate Joint Exercise of Powers
Agreement with City of Santa Ana 6 previous amendments
• Allows the use of “alternative procurement methods” for CIPs
• Extend initial 50-year agreement term 10 years + 10 year optional extension 1966 >> 2016 >> 2026 >> 2036
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Statutes, Authority, and Policy
ASR 14-001420, Item No. 30 (cont’d) • JPA Key Amendments: • Replaced County with City “Subject to restrictions upon the manner of
exercising such powers as are imposed upon the City in the exercise of similar powers”
• Replaced City with County “Authority is authorized to exercise its powers
within the County”
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Statutes, Authority, and Policy
OC Civic Center
Authority
County of Orange
City of Santa Ana
OC Flood Control District
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Statutes, Authority, and Policy
ASR 14-001799, Item No. 46 • Board Adopted on 1/27/2015 • Administrative Services Procurement Services
– Public Works Contracts • Design & Construction Procurement
Policy Manual (DCPM) adopted
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Statutes, Authority, and Policy
ASR 14-001799, Item No. 46 (cont’d) • Rec.#4 “Authorize Director of OC Public Works or
designee to execute & maintain the DCP and standardize related contracting as necessary & appropriate, and direct that all County & District departments utilize the procedures & standardized documents set forth therein for all public works design & construction contracts.”
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Statutes, Authority, and Policy
ASR 14-001799, Item No. 46 (cont’d) • Rec.#5 supersedes 2012 Contract Policy
Manual Sections 3.5, “A-E Service Contracts” & 3.6, “Public Works Contracts” with 2015 DCPM.
Basically, Director of OCPW, Sheriff-Coroner, or Director of JWA has been delegated the authority to enter into A-E Service & Public Works Contracts on behalf of ALL County & District Departments.
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Statutes, Authority, and Policy
Long-Term Goal
Lobbying & legislation change
Public Contract Code (PCC)
Intermediate Goal
Extend sunset dates or continue using
JPA
Short-Term Goal
Amended JPA currently in effect
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Statutes, Authority, and Policy
Public Contract Code (PCC) • 20100, 20142, 20146, 20175.2, 22034,
22160, 22161(g)(1), 22164, 22169 Government Code (GOV)
• 25502.5 OC Codified Ordinances
• 1-8-11, 1-8-12, 1-8-14 Joint Powers Authority (JPA)
• Santa Ana City Charter §422(a)(c) http://leginfo.legislature.ca.gov/faces/cod
es.xhtml
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Statutes, Authority, and Policy
Santa Ana City Charter §422 • Public works contracts • (a) “…’public works construction’ shall be
deemed to mean a project for the erection/improvement of public buildings, streets, drains, sewers, or parks.”
• (b) “…utilization of alternative project delivery systems such as design-build contracts…”
https://www.municode.com/
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Method: DB
Owner
Design Builder (Architect, Engineer, Contractor)
Subcontractors Mat’l Suppliers
Design-Build (DB)
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Method: DB
Statutes: • PCC §22160, 22161(g)(1), 22162, 22164(f),
22169 • DCPM §5.6 • 2015 Amended JPA
Policy: • PCC §22162 allows counties to use this
method for projects* over $1,000,000 • Amended JPA (9/30/2014) allows for both
horizontal* & vertical projects
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Method: DB
Legislation Proposal:
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Method: CMAR
Construction Manager at Risk (CMAR)
Owner
Construction Manager
Subcontractor
Mat’l Suppliers
Architect/ Engineer
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Method: CMAR
Statute: • SB328 amended PCC §20146
(1/1/2014) Sunset date of 1/1/2018
• DCPM §5.7 • 2015 Amended JPA
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Method: CMAR
Policy: • May be used for projects* over
$1,000,000 • Like Design-Build contracts, awarded
to lowest responsible bidder or best value method
• Amended JPA (9/30/2014) allows for both horizontal* & vertical projects
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Method: CMAR
Legislation Proposal:
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Method: PMAR
Program Manager At Risk (PMAR)
Owner
Program Manager
Contractor/ Subcontractor
Mat’l Suppliers
Architect/ Engineer
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Method: PMAR
Statute: • DCPM §5.8 • PMAR is not specifically discussed in
the PCC • Contact County Counsel
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Method: PMAR
Policy: • Since the PMAR is not specifically discussed
in PCC, the Director (or designee) shall seek the advice of County Counsel before utilizing this method
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Project Delivery Methods
Public Works CIP
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Project Delivery Methods
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Project Delivery Methods
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Future Initiatives
Procurement Services Updates: • Boilerplate Documents RFPs, SOQs, Review Panels, etc.
• Policy & Procedure • Training • Roll-Out
County Counsel Updates: • JPA, County, District Agreements • Construction Contract Agreements • Other Contract Documents
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What Can You Do?
1. Continue to educate yourself on APDMs
2. Support upcoming projects
3. Advocate for Legislative changes
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Thank you from Orange County!
Improving Morale. Increasing Efficiency. Enhancing Customer Service.