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Introduction
• Choosing the Right Contract Method
• Project Delivery Methods
  (Alternative to Design-Bid-Build)
   – Design-Build
   – Construction Management (CMc, CMa)
   – Integrated
• Plans and Specifications – What
  extent for RD selection process



                                          1
Introduction
• Contract Documents / Review
  SFH, MFH
• Debarment / Suspension
• Contract Administration
  – PreConstruction Conference, Pay
    Requests, Change Orders, Inspections
• Questions / Answers


                                           2
Project Delivery Methods
 • Design Build
 • Construction Management
   – Construction Management / Advisor
      • RFP/RFQ
   – Construction Management / Constructor
     (aka Construction Manager “At Risk”)
      • RFP/RFQ




                                             3
Project Delivery Methods
 • Construction Management / Advisor

                    Owner            CM / Advisor


    Architect          General Contractor


   Consultants   Subcontractors     Suppliers




                                                    4
Project Delivery Methods
 • Construction Management / Constructor

                     Owner


      Architect         Construction Manager


     Consultants   Subcontractors     Suppliers


           (National Office concurrence required)
                                                    5
Project Delivery Methods
   • Construction Manager / Constructor
  Advantages    Early contractor involvement
                Greater owner control
                Design coordination
                Early pricing
                Faster! / Cheaper!
Disadvantages   National Office review
                Two contracts
                Learning curve / familiarity
                Compare with “Resident Inspector”


                                                    6
Project Delivery Methods
 • National Office Review
   – Required for design / build and
     construction management
   – See Current AN for MFH
     • Attempt to streamline process




                                       7
Procurement Methods
• Small purchases - 1942.18(k)(1)
  – no more than $10,000
• Competitive sealed bids - 1942.18(k)(2)
• Competitive negotiation - 1942.18(k)(3)
  – prefer RFP process, minimum 3 quotes
• Non-competitive negotiation -
  1942.18(k)(4)



                                            8
Procurement Issues
• “Maximum open and free competition” -
  1942.18(j)(2)
• Goal is “competition”
• Three bids possible / realistic for your
  location?




                                             9
Contract Documents
•   Notice to Proceed
•   Performance Bond,
•   Payment Bond,
•   Bid Bond
•   Latent Defects Bond
•   Warranty




                          10
Contract Documents
•   Agency concurrence
•   Debarment / Suspension, AD-1048
•   Disclosure of lobbying, SF-111
•   Change Order, 1924-7 or AIA G701
•   Partial Pay Estimate, 1924-18 or AIA G702
•   Builder’s Warranty
    – did contract identify form?
    – 1924-19 can be used



                                          11
Debarment / Suspension
• List available to public on Internet (EPLS/SAM)
   – website: http://epls.arnet.gov
• Applies to all contracts
  (Contractors, subs, engineers, architects, attorneys, etc.
  )
   – Check before concurrence in contract / award




                                                      12
FYI
• RHS is “re-inventing” their
  development regulations
• will include RD Instruction 1924-
  A, 1924-C, development portions of
  1942-A, and WWD 1784 into one
  new regulation
• will cover RHS, RUS, & RBS
• in clearance process

                                       13
Resources
• National Office Program Support Staff
     Michel Mitias, 601-965-4318 x142,
      michel.mitias@wdc.usda.gov
     Meghan Walsh, 202-205-9590
      meghan.walsh@wdc.usda.gov
     Bill Downs, 202-720-1499
      william.downs@wdc.usda.gov




                                          14

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A8 construction management bill downs - usda

  • 1. Introduction • Choosing the Right Contract Method • Project Delivery Methods (Alternative to Design-Bid-Build) – Design-Build – Construction Management (CMc, CMa) – Integrated • Plans and Specifications – What extent for RD selection process 1
  • 2. Introduction • Contract Documents / Review SFH, MFH • Debarment / Suspension • Contract Administration – PreConstruction Conference, Pay Requests, Change Orders, Inspections • Questions / Answers 2
  • 3. Project Delivery Methods • Design Build • Construction Management – Construction Management / Advisor • RFP/RFQ – Construction Management / Constructor (aka Construction Manager “At Risk”) • RFP/RFQ 3
  • 4. Project Delivery Methods • Construction Management / Advisor Owner CM / Advisor Architect General Contractor Consultants Subcontractors Suppliers 4
  • 5. Project Delivery Methods • Construction Management / Constructor Owner Architect Construction Manager Consultants Subcontractors Suppliers (National Office concurrence required) 5
  • 6. Project Delivery Methods • Construction Manager / Constructor Advantages Early contractor involvement Greater owner control Design coordination Early pricing Faster! / Cheaper! Disadvantages National Office review Two contracts Learning curve / familiarity Compare with “Resident Inspector” 6
  • 7. Project Delivery Methods • National Office Review – Required for design / build and construction management – See Current AN for MFH • Attempt to streamline process 7
  • 8. Procurement Methods • Small purchases - 1942.18(k)(1) – no more than $10,000 • Competitive sealed bids - 1942.18(k)(2) • Competitive negotiation - 1942.18(k)(3) – prefer RFP process, minimum 3 quotes • Non-competitive negotiation - 1942.18(k)(4) 8
  • 9. Procurement Issues • “Maximum open and free competition” - 1942.18(j)(2) • Goal is “competition” • Three bids possible / realistic for your location? 9
  • 10. Contract Documents • Notice to Proceed • Performance Bond, • Payment Bond, • Bid Bond • Latent Defects Bond • Warranty 10
  • 11. Contract Documents • Agency concurrence • Debarment / Suspension, AD-1048 • Disclosure of lobbying, SF-111 • Change Order, 1924-7 or AIA G701 • Partial Pay Estimate, 1924-18 or AIA G702 • Builder’s Warranty – did contract identify form? – 1924-19 can be used 11
  • 12. Debarment / Suspension • List available to public on Internet (EPLS/SAM) – website: http://epls.arnet.gov • Applies to all contracts (Contractors, subs, engineers, architects, attorneys, etc. ) – Check before concurrence in contract / award 12
  • 13. FYI • RHS is “re-inventing” their development regulations • will include RD Instruction 1924- A, 1924-C, development portions of 1942-A, and WWD 1784 into one new regulation • will cover RHS, RUS, & RBS • in clearance process 13
  • 14. Resources • National Office Program Support Staff Michel Mitias, 601-965-4318 x142, michel.mitias@wdc.usda.gov Meghan Walsh, 202-205-9590 meghan.walsh@wdc.usda.gov Bill Downs, 202-720-1499 william.downs@wdc.usda.gov 14