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Alternative Project Delivery Methods…
the Agency’s Perspective
Shane L. Silsby, Director OC Public Works
July 31, 2015
Objectives
County’s Experience
Current Goals
Future Initiatives
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
Current Goals
Statutes, Authority,
And Policy
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
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
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
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”
Statutes, Authority, and Policy
OC Civic
Center
Authority
County of
Orange
City of
Santa
Ana
OC Flood
Control
District
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
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.”
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.
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
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
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/
Method: DB
Owner
Design Builder
(Architect,
Engineer,
Contractor)
Subcontractors Mat’l Suppliers
Design-Build (DB)
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
Method: DB
Legislation Proposal:
Method: CMAR
Construction Manager at Risk (CMAR)
Owner
Construction
Manager
Subcontractor
Mat’l
Suppliers
Architect/
Engineer
Method: CMAR
Statute:
• SB328 amended PCC §20146
(1/1/2014)
 Sunset date of 1/1/2018
• DCPM §5.7
• 2015 Amended JPA
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
Method: CMAR
Legislation Proposal:
Method: PMAR
Program Manager At Risk (PMAR)
Owner
Program
Manager
Contractor/
Subcontractor
Mat’l
Suppliers
Architect/
Engineer
Method: PMAR
Statute:
• DCPM §5.8
• PMAR is not specifically discussed in
the PCC
• Contact County Counsel
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
Project Delivery Methods
Public Works CIP
Project Delivery Methods
Project Delivery Methods
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
What Can You Do?
1. Continue to educate yourself on
APDMs
2. Support upcoming projects
3. Advocate for Legislative changes
Thank you from Orange County!
Improving Morale. Increasing Efficiency. Enhancing Customer Service.

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Alternative Project Delivery Methods - OCPW

  • 1. Alternative Project Delivery Methods… the Agency’s Perspective Shane L. Silsby, Director OC Public Works July 31, 2015
  • 3. 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
  • 5. 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
  • 6. 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
  • 7. 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
  • 8. 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”
  • 9. Statutes, Authority, and Policy OC Civic Center Authority County of Orange City of Santa Ana OC Flood Control District
  • 10. 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
  • 11. 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.”
  • 12. 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.
  • 13. 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
  • 14. 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
  • 15. 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/
  • 17. 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
  • 19. Method: CMAR Construction Manager at Risk (CMAR) Owner Construction Manager Subcontractor Mat’l Suppliers Architect/ Engineer
  • 20. Method: CMAR Statute: • SB328 amended PCC §20146 (1/1/2014)  Sunset date of 1/1/2018 • DCPM §5.7 • 2015 Amended JPA
  • 21. 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
  • 23. Method: PMAR Program Manager At Risk (PMAR) Owner Program Manager Contractor/ Subcontractor Mat’l Suppliers Architect/ Engineer
  • 24. Method: PMAR Statute: • DCPM §5.8 • PMAR is not specifically discussed in the PCC • Contact County Counsel
  • 25. 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
  • 29. 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
  • 30. What Can You Do? 1. Continue to educate yourself on APDMs 2. Support upcoming projects 3. Advocate for Legislative changes
  • 31. Thank you from Orange County! Improving Morale. Increasing Efficiency. Enhancing Customer Service.