HomeMy WebLinkAboutAgenda - 10-17-2005-2ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: Qctober 17, 2005
Action Agenda
Item No. ~_
SUBJECT: Potential Strategies to Expedite Construction Projects
DEPARTMENT: Purchasing, ERCD PUBLIC HEARING: (Y/N) No
ATTACHMENT(S): INFORMATION CONTACT:
Pam Jones, (919) 245-2652
List of Potential Measures to Expedite Dave Stancil, (919) 245•-2598
County Construction Projects
PURPOSE: To discuss mechanisms that might be employed to streamline constn~ction project
development.
BACKGROUND: The Triangle area has seen significant growth in constnaction for the past
decade. It is not uncommon to see construction projects for area local governments, State and
University projects all competing for the same contractors and those contractors competing for
the same sub-contractors. This leads to a difficult bidding market in the best of circumstances.
Add to that, the potential migration of contractors and sub-contractors to the hurricane
devastated gulf coast states and the bidding climate becomes more troublesome. Upon
request of the Commissioners, staff has provided a list of potential ideas that could be
employed to move upcoming County construction projects from design to completion more
quickly and hopefully minimize the impact of any loss of contractor resources in our area,
FINANCIAL IMPACT: No direct calculation of financial impact is available. However, cost of
upcoming construction projects will surely be more costly if delayed.
RECOMMENDATION(S): The Manager recommends that the Board consider the information
presented and provide comments and direction to staff as may be appropriate.
a
Potential Measures to Expedite County Construction Projects
This paper will attempt to outline the processes currently used for County
construction projects, and offer a potential menu list of changes or strategies that
might expedite the development of Ccunty construction projects. In so doing,
staff is not necessarily advocating these possible changes ,but providing them
for Board discussion and consideration.
Before considering changes to the current process, it may be instructional to
review it from start to finish. A County construction project taken from design
through construction is likely to go through basically five phases:
• Pre-Design
• Project Design
• Legislative Process
• Bid Solicitation and
• Ccnstruction
and Regulatory Approvals
Pre-construction
Pre-Desiyn Phase
This includes such activities as the notice to proceed with the design from the
Board, the drafting and adoption of a charge ar~d mission statement to a
project committee, appointments (including solicitation and public notice of
same) to a committee, adoption of a Preliminary Concept Plan (which serves
as a guiding framework for the upcornir~g design), topographic, biological,
cultural/archaeological, stream identification and ether surveys needed for the
design, and any regulatory approvals that are needed in advance of the
design work.
Project Design
Many construction projects that are to provide important public functions
(such as senior centers, government-service buildings and parks) operate
with a Master Plan Committee appointed by the Board and including one to
two Ccmmissioners. This phase includes a number of meetings with the
planning committee, Commissioner representatives and staff to provide
explanation of mission/charge, followed by meetings that include site analysis
and exploration, design (sometimes including hands-on "charettes"),
refinement of the design and eventual adoption of a proposed master plan.
Legislative Process and Reyulatory Approvals
Once the committee has completed a master plan, it is conveyed to the Board
of Commissioners for consideration, and after needed revisions, approval. If
the project is multi-phased, decisions about facilities to construct in the
immediate phase would also be decided at this time, and related issues such
as operation, maintenance and start-up costs are also deliberated.
Upon approval of a master plan, an application must then be prepared and
authorized for submittal by the Board to the planning jurisdiction in which the
project is located for the required type of development permit. These
applications can range from site plan approvals of 1-2 months made at staff
level, to town Special Use Permits and Zoning Compliance Permits with
substantial further analysis and requiring significant engineering work,
construction detail and public hearings, which can take 18 months or longer.
Pre-Constnaction and Award of Construction Bids
In many cases, for more complicated projects, the regulatory approval
process and the pre-construction process overlap (for example, some
jurisdictions require construction drawing level of detail for SUP approval),
Generally, this phase includes engineering and detailed design of the site with
specific individual plans and maps for such components as grading,
stormwater control, building elevations, road construction, planting, water and
sewer extension, and others.
Once regulatory approvals are received, construction documents (bid
documents) must then be finalized that outline in detail the exact types of
construction, materials, and specifications in both map/drawings and text
form, The bid documents also specify the County's policies (High
Performance Building Guidelines, for example) and procedures for
construction and other expectations and information needed by prospective
contractors who may be willing to bid the project, Since the bid climate in the
Triangle area is one in which there are relatively few firms and many projects,
having adequate bidders for a project is not a given. State law requires that all
bids for construction that exceed $300,000 have a minimum of three bidders
responding to the solicitation in order for them to be opened on the first date
set for bid call. If insufficient interest is shown, then a second bid date must
be advertised and a second bid date set. Since the first set of bid numbers
remains unknown, one may only speculate that bids solicited twice may be
higher in cost since contractors are now aware of their competition and the
level of interest. In addition, an average of two additional weeks is tacked an
to the already lengthy process because adequate bids are not received the
first time. Further, it has been the County's experience that construction
costs often exceed budgeted costs, which adds significant time for the value
engineering items to be negotiated between owner, designer, the apparent
low bid contractor and their sub contractors. Under the best of
circumstances, it is likely that an advertised sealed bid for a sizable
construction project will alone consume no less than 45 days from the time it
is advertised until the time that it is calendared for Board approval.
Construction
The successful contractor is responsible for submitting the completed contract
documents, along with bonds and proof of insurance and other documents
that may be required by the bid within ten business days of the bid award.
The documents are then reviewed by the staff and County Attorney and
released for signature by the Chair to the Board, after which the Notice to
Proceed for the project may be issued. Thus begins the construction project.
Contractors are generally interested in carrying out the work in a timely
manner because their profitability on the project depends on their ability to
complete the project within the contract period upon which the bid was based.
Pre-construction meetings during which responsibilities and expectations are
outlined are generally held soon after the Notice to Proceed is issued.
If the contractor, sub-contractors, designers and owners maintain open and
frequent communication the project is more likely to be completed on time
and within budget. Strong project management and construction oversight is
a key to ensure success on this front.
Possible Alternative Strategies for Expediting the Process
Given the current process, some of the activities are required or needed to
ensure that the project is constructed as designed and to the standards and
expectations of the County. However, it may be possible to modify or eliminate
some steps and maintain the intent of the outcome, while streamlining the
process and reducing the amount of time and effort expended. As noted earlier,
staff is not advocating these measures but rather providing a menu list of
possibilities for discussion as requested:
Siting the Project
Alternatives to consider:
If multiple sites for a project are available, and if sites are equal as it respects
the appropriateness for the project in question, site the project in areas where
regulatory approvals can be attained in a shorter timeframe.
Plannincr Committees
While public input is highly desirable, the very nature of committees requires time
considerations when scheduling meetings, preparing agendas and follow up
reports and in general, managing the educational process for committee
members to learn about the project. In a planning group of 15-20 people, as is
often the case with County projects, the process of trying to coordinate multiple
schedules in an attempt to find an acceptable date/time for a single meeting may
consume weeks of a schedule.
Alternatives to consider:
• Utilize ad hoc committees, not specifically appointed by the BOCC to
eliminate tt~e need for public notice and meeting minute requirements;
Consider alternative methods of idea gathering from the public at large to gain
broad based information that can then become a basis of discussion for the
planning group (surveys distributed to known interested parties, community
meetings, charettes, etc)
• Couple the broader based public information with the formation of smaller
planning groups. Benefits here may be found in the time needed to agree
upon an acceptable date/time for meetings, administrative time needed to
schedule meetings and potentially to improve the expediency in which the
work is completed.
Board approvals-Design and Construction Phases
Board approval is currently required for:
• All projects requiring the expenditure of funds in excess of $20,000;
and
Ail architect and engineering contracts, regardless of the dollar
amount.
Alternatives to consider:
• Additional authorization for the Manager and Purchasing Director to award
informal bids.
Award of a bid can be delayed up to four weeks, depending upon the bid
date vs. the next available BOCC meeting. While formal advertised bids
(those that exceed $300,000) far construction are mandated by State law
for BOCC approval, informal bids are not. Is there a level higher than the
current $20,000 authorized for Purchasing Director approval that could
expedite smaller projects? The most recent example is the Smith Middle
School/Efland Cheeks Lighting Project, in which the bid was under
$300,000 and within the budgeted amount. The purchase order could've
been cut within 24 hours of the receipt of bids, but was rather delayed by
at least two weeks pending BOCG approval.
Increasing authorization limits could be conditioned upon factors at the
Board's discretion, For example:
• No award within the prescribed authorization limits could be
made without BOCC approval unless it was within the
appropriated project budget; and
• The Board would receive monthly updates of all awards for
construction projects made by staff within the authorization level.
Additional authorization for the Manager to approve professional services
contracts.
The County Manager can now authorize professional services contracts
up to $5,000, with the exception of architect and engineering contracts,
which require first dollar approval by the BOCC. Authorization far the
Manager to sign contracts far professional services at a higher level and
including architect and engineering services could cut 2-4 weeks off of the
approval process, since it would not require BOCC action. Awards of this
type could also be reported to the BOCC monthly.
Board Participation in Project Planning
Alternatives to consider:
• Listening/Sharing sessions with one or two Board rnerrrbers could be
scheduled at key points in a project to share the status of the project and
solicit their comments. Multiple sessions would be set up to share the
same information so Board members could select the session most
convenient to their schedule. This more thorough review could facilitate
project design and ensure that all Board members have a strong
knowledge-base about all aspects of the project at such tune it is
presented for final approval in formal session.
Consultants
Alternatives to consider:
• In instances where the scope of a project has similar design requirements,
consider hiring consultants for multiple projects. If project elements are
similar, some may be transferable between projects and therefore reduce
design time.
Working with Contractors
• Consider alternative methods of contracting that are now available to local
governments. For example, the Beard will soon consider utilizing the
"Construction Manager at Risk" method of contracting for construction with
the Central Orange Senior Center/Sportsplex project. The County would
contract with an architect and with a general contracting firm who would
collaborate on the design of the project and establish an amount for which
the project can be built. The contractor would guarantee the construction
of the building at that cost as long as the scope of work remained intact.
Generally speaking, this method of contracting should allow the project
design and construction to move more quickly.
Consider offering incentives to contractors for early completion of a
project.
Resource Allocation
Alternatives to consider:
Carefully consider the resources available to carry out the projects. While
one project/construction manager may handle several projects, the project
quality and time for completion may be adversely affected by the sheer
magnitude of the work at hand if too many projects are assigned to the same
individual.
These represent a few ideas that might be worthy of discussion. It is not to be
construed as a comprehensive list, however. Staff will be prepared to follow up
on additional ideas that may be raised during the worksession discussion.