1. 2016 SAME Small Business Conference - Atlanta
Developing Alternate Acquisition Strategies for Public Works
Construction Projects
By Jerry Shoemaker, P.E., M-SAME
President/CEO – RH Shackelford, Inc. (RHSI)

2. Developing Alternate Acquisition Strategies for Public Works Construction Projects
Presentation Topics:
Acquisition Planning
Traditional Design Bid Build (DBB) Contracts
Job Order Contracts (JOC)
Indefinite Delivery Indefinite Quantity (IDIQ) Contracts
Multiple Award Contracts (MAC)
Best Value Contracts
Design Build (DB) Contracts
Construction Management Agent (CM)
Construction Management At-Risk (CM At-Risk)
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)

3. Acquisition Planning
Acquisition Planning - the process for coordinating and integrating the activities with an overall strategy for managing the acquisition, including administration of the contract after award.
Nature of the work
Civil (Streets, Utilities, Storm Water, Bridges, etc.)
Facilities (Buildings, Parks & Recreation Facilities covered by International Building Code)
Agency Regulations and Funding Requirements
Repetitive Nature of Procurement
Milestones and Project Timelines
Risk Analysis for the Acquisition
Selection flowcharts are available at various websites
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)

4. Traditional Design Bid Build (DBB) Contracts
Application:
All projects – Civil, Facilities, Buildings, etc.
Advantages:
Simple advertisement process for owner and contractor
Clear and simple evaluation process/requirements
Well known and established procedures
Disadvantages:
Price predominant factor
Limited consideration of contractor past performance, quality and schedule
Potential misinterpretation of construction documents and conflicts
Not suitable for fast track projects
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)

5. Job Order Contracts (JOC)
Application:
Facilities & Buildings covered by Intl. Building Codes
Advantages:
Fast Track projects
Nominal evaluation requirements using Pre-established Unit Prices Books with City Cost Indexes and contractor adjusted bid Coefficients
Allows consolidation of multiple projects under one award with standardized construction requirements and specifications
Early Contactor Involvement and partnering improving cost effectiveness
Improved Customer Service and Responsiveness
Multiple year contract for long term owner-contractor-AE relationships
Disadvantages:
Requires more active participation by Owner-Engineer
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)

6. Indefinite Delivery Indefinite Quantity (IDIQ) Contracts
Application:
Civil projects; Streets, Utilities, Earthwork, etc.
Advantages:
Moderate evaluation requirements on experience, past performance, schedule, quality and contractor unit pricing
Fixed Contractor Unit Bid Prices with Emergency Coefficients for ideal scoping and cost effectiveness
Allows consolidation of multiple projects under one award with standardized construction requirements and specifications
Maximizes Early Contactor involvement and partnering to improve cost effectiveness
Multiple Delivery Orders based on successful contractor performance
Multiple year contract for long term owner-contractor-engineer relationships
Disadvantages:
Requires more active participation by Owner-Engineer
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)

7. Multiple Award Contracts (MAC)
Application:
All projects – Civil, Facilities, Buildings, etc.
Advantages:
Nominal evaluation requirements
Establishes a Pre-qualified list of contractors
May establish Unit Prices and contractor Coefficients
Facilitates Early Interaction with long term owner-contractor-engineer relationships
Multiple Delivery Orders based on successful contractor performance
Disadvantages:
Requires more active participation by Owner-Engineer
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)

8. Best Value Contracts Application: Advantages: Disadvantages:
Larger complex projects – Civil, Facilities, Buildings, etc.
Advantages:
Evaluation can consider contractor price, experience, past performance, schedule, and quality
Opportunity for 2-step selection process which can include contractor interviews/presentations
Encourages select contractor base
Disadvantages:
More complex requirements and cost for development of RFP’s
More complicated evaluation requirements
Require more advanced staff experience
Subjective cost to quality perceptions
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)

9. Design Build (DB) Contracts
Application:
Select Projects - Civil, Facilities, Buildings, etc.
Advantages:
Fast Track with Bid & Design Phases
Shifts Liabilities to Contractor-AE team
Optimizes Early Contractor Involvement
Evaluation based on contractor price, experience, past performance, schedule, and quality
2-step selection process with contractor interviews
Encourages select contractor base
Disadvantages:
Most sophisticated owner staff requirements
Reduces traditional balance of AE-Owner relationship and AE construction administration/oversight
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)

10. CM Agent Contracts Application: Advantages: Disadvantages:
All Projects - particularly for more complexity capital projects
Advantages:
Potential to Fast Track Design and Construction
Provides Owner advanced experience and skills to oversee Design and Construction Phases
Potentially improves Contractor Early Involvement
2-step selection process with evaluation based on CM price, experience, past performance, schedule, and quality
Preserves basic balance of AE-Owner relationship
Disadvantages:
Increases procurement phase requirements
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)

11. CM At-Risk Contracts Application: Advantages: Disadvantages:
Select Projects - Civil, Facilities, Buildings, etc.
Advantages:
Fast Track
Guaranteed Maximum Price
Maximizes Contractor Early Involvement and increases contractor responsibility and risk
Evaluation based on contractor price, experience, past performance, schedule, and quality
2-step selection process with vigorous contractor interviews
Preserves balance of AE-Owner relationship
Disadvantages:
Requires advanced owner staff knowledge/qualifications
Reduces traditional balance of AE-Owner relationship and AE construction administration/oversight
More extensive procurement process
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)

12. Summary Hosted by the Society of American Military Engineers
Factors
Traditional Low Bid
JOC
IDIQ
MAC DB CM
CM At-Risk
Time Sensitive No
Yes
Multiple Awards
Multi-Year Options
Multiple Contractors
Complex
Advanced Staff Reqt
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)

13. Summary Application: Advantages: Disadvantages:
Select Projects - Civil, Facilities, Buildings, etc.
Advantages:
Eliminates Bid Phase requirements & Design Phase Timelines
Shifts Liabilities to Contractor-AE team
Optimizes Early Contractor Involvement
Evaluation based on contractor price, experience, past performance, schedule, and quality
2-step selection process with contractor interviews
Encourages select contractor base
Disadvantages:
Most sophisticated owner staff requirements
Reduces traditional balance of AE-Owner relationship and AE construction administration/oversight
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)

14. Questions: Contact Info: Jerry Shoemaker, P.E. (361)
Hosted by the Society of American Military Engineers
RH Shackelford, Inc. (SDVOSB)