BUSINESS AND OPERATIONS:  CONSTRUCTION USING                            [LAW]

DESIGN-BUILD CONTRACTS

 

 

The following provisions apply only to a charter holder that has amended its charter to adopt Tex. Educ. Code Chapter 44.

 

The school may award a contract for the construction, repair, or renovation, of a structure, road, highway, or other improvement or addition to real property by using a design-build contract.

 

Tex. Educ. Code § 44.031(a)(6); 19 Tex. Admin. Code § 100.103.

 

1.         Definition

 

In this policy:

 

A.        “Design-build contract” means a single contract with a design-build firm for the design and construction of a facility;

 

B.         “Design-build firm” means a partnership, corporation, or other legal entity or team that includes an engineer or architect and builder qualified to engage in building construction in Texas;

 

C.        “Design criteria package” means a set of documents that provides sufficient information to permit a design-build firm to prepare a response to the school’s request for qualifications and any additional information requested, including criteria for selection.  The design criteria package must specify criteria the school considers necessary to describe the project and may include, as appropriate, the legal description of the site, survey information concerning the site, interior space requirements, special material requirements, material quality standards, conceptual criteria for the project, special equipment requirements, cost or budget estimates, special equipment requirements, cost or budget estimates, time schedules, quality assurance and quality control requirements, site development requirements, applicable codes and ordinances, provision for utilities, parking requirements, or any other requirement, as applicable.

 

Tex. Educ. Code § 44.036(a)

 

2.         Use of Design-Build

 

The school may use a design-build contract as a method of entering into a contract for construction if it has determined that a design-build contract provides the best value for the school.

 

Tex. Educ. Code §§ 44.031(a), 44.035(a).

 

3.         Delegation of Authority

 

            The school board may not delegate to others the authority to:

 

A.        Select the construction delivery method that provides the best value; or

 

B.         Adopt special rules and procedures for the selection process.

 

The board may choose to delegate its authority regarding an action required under Texas Education Code Chapter 44, subchapter B, to a designated person, representative, or committee.  In procuring construction services, the school shall provide notice of the delegation and the limits of the delegation in the request for bids.  If the school fails to timely provide notice of the delegation, a ranking, selection, or evaluation of bids, proposals, or qualifications for construction services other than by the board is advisory only.

 

Tex. Educ. Code § 44.0312.

 

4.         Notice of Bids and Selection Criteria

 

A.        Notice of the time by when and place where the bids will be received and opened shall be published in the county in which the school’s central administrative office is located, once a week for at least two (2) weeks before the deadline for receiving bids.  If there is not a newspaper in that county, the advertising shall be published in a newspaper in the county nearest the county seat of the county in which the school’s central administrative office is located.  In a two-step procurement process, the time and place where the second-step bids will be received are not required to be published separately.

 

Tex. Educ. Code § 44.031(g).

 

B.         In the published request for bids the school will identify the criteria that will be used to evaluate the offerors and the relative weights given to the criteria.

 

Tex. Educ. Code § 44.035(b).

 

5.         Designation of Engineer

 

The school shall designate an engineer or architect independent of the design-build firm to act as its representative for the duration of the work on the facility.  If the school’s engineer or architect is not a full-time employee of the school, any engineer or architect designated shall be selected on the basis of demonstrated competence and qualifications in accordance with § 2254.004, Tex. Gov’t Code.  [See Business and Operations: Professional Services Policies].

 

Tex. Educ. Code § 44.036(c).

 

6.         Request for Qualifications

 

The school shall prepare a request for qualifications that includes general information on the project site, project scope, budget, special systems, selection criteria, and other information that may assist potential design-build firms in submitting proposals for the project.  The school shall also prepare the design criteria package that includes more detailed information on the project.  If the preparation of the design criteria package requires engineering or architectural services that constitute the practice of engineering with the meaning of the Texas Engineering Practice Act (Article 3271a, Vernon’s Texas Civil Statutes) or the practice of architecture within the meaning of Chapter 478, Acts of the 45th Legislature, Regular Session, 1937 (Article 249a, Vernon’s Texas Civil Statutes), those services shall be provided in accordance with the applicable law.

 

Tex. Educ. Code § 44.036(d).

 

7.         Selection Process

 

The school shall evaluate statements of qualifications and select a design-build firm in two phases:

 

A.        Phase One

 

In phase one, the school shall prepare a request for qualifications and evaluate each offeror’s experience, technical competence, and capability to perform, the past performance of the offeror’s team and members of the team, and other appropriate factors submitted by the team or firm in response to the request for qualifications, except that cost-related or price-related evaluation factors are not permitted.  Each offeror must certify to the school that each engineer or architect that is a member of its team was selected based on demonstrated competence and qualifications, in the manner provided by § 2254.004, Tex. Gov’t Code.  The school shall qualify a maximum of five (5) offerors to submit additional information, and, if the school chooses, to interview for final selection.

 

B.         Phase Two

 

In phase two, the school shall evaluate the information submitted by the offerors on the basis of the selection criteria stated in the request for qualifications and the results of any interview.  The school may request additional information regarding demonstrated competence and qualifications, considerations of the safety and long-term durability of the project, the feasibility of implementing the project as proposed, the ability of the offeror to meet schedules, costing methodology, or other factors as appropriate.  The school may not require offerors to submit detailed engineering or architectural designs as part of the proposal.  The school shall rank each proposal submitted on the basis of the criteria set forth in the request for qualifications.  The school shall select the design-build firm that submits the proposal offering the best value for the school on the basis of the published selection criteria and on its ranking evaluations.  The school shall first attempt to negotiate with the selected offeror a contract.  If the school is unable to negotiate a satisfactory contract with the selected offeror, the school shall, formally and in writing, end negotiations with that offeror and proceed to negotiate with the next offeror in the order of the selection ranking until a contract is reached or negotiations with all ranked offerors end.

 

Tex. Educ. Code § 44.036(e).

 

8.         Submission of Design Elements

 

Following selection of a design-build firm, the firm’s engineers or architects shall complete the design, submitting all design elements for review and determination of scope compliance to the school or the school’s engineer or architect before or concurrently with construction.

 

Tex. Educ. Code § 44.036(f).

 

9.         Professional Standards

 

An engineer shall have responsibility for compliance with the engineering design requirements and all other applicable requirements of the Texas Engineering Practice Act (Article 3271a, Vernon’s Texas Civil Statutes).  An architect shall have responsibility for compliance with the requirements of Chapter 478, Acts of the 45th Legislature, Regular Session, 1937 (Article 249a, Vernon’s Texas Civil Statutes).

 

Tex. Educ. Code § 44.036(g).

 

10.       Inspection and Testing

 

The school shall provide or contract for, independently of the design-build firm, the inspection services, the testing of construction materials engineering, and the verification testing services necessary for acceptance of the facility by the school.  The school shall select those services for which it contracts in accordance with § 2254.004, Tex. Gov’t Code.  [See Business and Operations: Professional Services Policies].

 

Tex. Educ. Code § 44.036(h).

 

11.       Delivery of Construction Documents

 

The design-build firm shall supply a signed and sealed set of construction documents for the project to the school at the conclusion of construction.

 

Tex. Educ. Code § 44.036(i).

 

12.       Bonds

 

A payment or performance bond is not required for, and may not provide coverage for, the portion of a design-build contract under this policy that includes design services only.  If a fixed contract amount or guaranteed maximum price has not been determined at the time a design-build contract is awarded, the penal sums of the performance and payment bonds, delivered to the school must each be in an amount equal to the project budget, as specified in the design criteria package.  The design-build firm shall deliver the bonds not later than the 10th day after the date the design-build firm executes the contract unless the design-build firm furnishes a bid bond or other financial security acceptable to the school to ensure that the design-build firm will furnish the required performance and payment bonds when a guaranteed maximum price is established.

 

Tex. Educ. Code § 44.036(j).

 

13.       Making Evaluations Public

 

The school shall document the basis of its selection and shall make the evaluations public not later than the seventh day after the date the contract is awarded.

 

Tex. Educ. Code § 44.035(c).