BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 732
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          Date of Hearing:   April 13, 2009

                        ASSEMBLY COMMITTEE ON TRANSPORTATION
                                   Mike Eng, Chair
                AB 732 (Jeffries) - As Introduced:  February 26, 2009
           
          SUBJECT  :  Transportation projects:  design-sequencing contracts

           SUMMARY  :  Extends for two years, from January 1, 2010, to  
          January 1, 2012, a design-sequencing pilot project within the  
          California Department of Transportation (Caltrans).  

           EXISTING LAW  :  

          1)Requires Caltrans to award construction contracts based on a  
            process referred to as "design-bid-build," generally.  This  
            process requires Caltrans, before it enters into any contract  
            for construction of a project, to prepare full, complete, and  
            accurate plans, specifications, and estimates of cost, "giving  
            such directions as will enable any competent mechanic or other  
            builder to carry them out."  

          2)Defines "design-sequencing" as a method of contracting that  
            enables the sequencing of design activities to permit each  
            construction phase to commence when design for that phase is  
            complete, instead of requiring design for the entire project  
            to be completed before commencing construction.  

          3)Authorizes Caltrans to use the design-sequencing contract  
            method on a pilot basis:  up to 12 projects in each of Phase I  
            and Phase II of the pilot program.  

          4)Requires Caltrans to prepare an annual status report on the  
            progress of design-sequencing contracts; also, requires a  
            final report of the pilot program, detailing the positive and  
            negative aspects of design-sequencing.  

          5)Sunsets the design-sequencing pilot program on January 1,  
            2010.  

           FISCAL EFFECT :  No significant initial costs to Caltrans  
          associated with continued use of design-sequencing are expected  
          because the department has some experience in this method of  
          contracting; uncertain contract costs savings or overruns due to  
          the use of design-sequencing.  








                                                                  AB 732
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           COMMENTS  :  In its interim report of the design-sequencing pilot  
          program, dated March 2008, Caltrans compared six of the initial  
          design-sequencing projects against nine control projects.   
          Results of the program to date have been mixed.  Some of the  
          findings are:  

                 The impact on contract schedules has ranged from 2  
               months delay to 18 months saved with an average time  
               savings to date of 4 months when compared to the original  
               design-bid-build timeline.  Projects with the largest  
               amount of design completed (e.g., 75% and 90%) before going  
               to construction saved the greatest amount of time overall  
               (18 months and 10 months).  

                 Support costs for design-sequencing contracts are about  
               13% greater when compared to control projects delivered by  
               design-bid-build.  
                 Capital construction costs (i.e., the final construction  
               cost minus the contract bid amount) did not increase with  
               design-sequencing projects when compared to traditional  
               delivery methods.  (While this is generally true for five  
               out of six of the design-sequencing projects, it excludes  
               the largest of the six projects (I-680 widening) which had  
               an increase in capital construction costs of 51%,  
               approximately $16 million.)  

                 On average, design-sequencing projects produced 50  
               construction contract change orders per project compared to  
               49 for the control projects, resulting in $88,654 per  
               contract change order on average for design-sequencing  
               projects, compared to $34,203 for control projects.  

                 On average, design-sequencing early contract awards  
               saved 19% on the bid amount representing $2,667,588 per  
               project due to construction cost escalation avoidance.   
               (Again, however, if the I-680 project is excluded from the  
               calculation, the average cost avoidance per contract is  
               less than half of this amount, or about $1.2 million per  
               project.)  

                 The average design-sequencing project generated $4.4  
               million in contract change orders per project versus $1.7  
               million per project for control project.  









                                                                  AB 732
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          In discussions with Caltrans, staff acknowledges that not all  
            design-sequencing projects have met with success.  In fact,  
            Caltrans suggests that lessons learned from some of these  
            early failures caused the department to take a more  
            conservative approach in its use of design-sequencing  
            contracts.  This, in turn, resulted in some of the allowable  
            design-sequencing projects going unused to date.  (Of the 12  
            design-sequencing projects authorized as part of Phase I of  
            the pilot program, Caltrans initiated 10 projects before the  
            end of that phase.  Phase II of the pilot program, authorizing  
            an additional 12 design-sequencing projects, has been in place  
            since January 2005 and only 6 contracts have been awarded  
            under Phase II of the program.)  

          Caltrans is sponsoring AB 732 so that it can award the remaining  
          six projects, using refined guidelines, and garner additional  
          lessons upon which to base its final evaluation of the pilot  
          program.  Caltrans asserts that design-sequencing has the  
          potential to accelerate project delivery (or avoid project  
          delays) with minimal risks.  

          Design-sequencing is not without detractors.  A State Route  
          60/91/215 interchange project in Riverside and Moreno Valley  
          drew heavy criticism in the media last year.  Articles in the  
           Press Enterprise  asserted Caltrans failed repeatedly to follow  
          its own procedures for design-sequencing and, as a result, the  
          project suffered cost overruns and delays.  

          According to Caltrans, more needs to be learned regarding  
            design-sequence contracts to develop the appropriate  
            procedures, engineering mind set, and agency culture needed to  
            effectively implement this approach.  Consequently, it argues,  
            extension of the sunset date and the ability to utilize the  
            six remaining slots, would enable staff to continue improving  
            project selection criteria and procedures and ultimately to  
            make a more effective determination regarding the types of  
            projects that would most benefit from use of this approach.  




           Previous legislation  :  

          AB 405 (Knox), Chapter 378, Statutes of 1999, initiated the  
            original design-sequencing pilot program within Caltrans for  








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            up to 6 projects.  The provisions of that bill were to become  
            inoperative on July 1, 2004.  

          AB 2607 (Knox), Chapter 340, Statutes of 2000, increase the  
            number of projects in the pilot program to 12 and extended the  
            inoperative date on the program until January 1, 2005.  

          SB 1210 (Torlakson), Chapter 795, Statutes of 2004, initiated  
            Phase II of the pilot program and authorized 12 additional  
            design-sequencing projects, until January 1, 2010.  

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California Department of Transportation (sponsor)
          California Association of Council of Governments

           Opposition 
           
          None on file
           

          Analysis Prepared by  :   Janet Dawson / TRANS. / (916) 319-2093