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PDB-OTA Process Overview Placemat

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A PDF document (331 KB) attached to ICD-705 Controlled Spaces Modernization and Sustainment Program - (Progressive Design-build (PDB) Other Transaction Agreement (OTA), from the Department of the Army. Due Nov 17, 2026, 2:00 PM (UTC+9).

File name: PDB-OTA Process Overview Placemat.pdf

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PROGRESSIVE DESIGN-BUILD (PDB) WITH OT

Right Authority.
Right Collaboration.
Right Outcome.

End-to-End Process for MILCON Projects

PRE-AGREEMENT: PLANNING, SOLICITATION, & AWARD

2. Request for

Qualifications
(RFQ)

1. Project

Requirements
• Mission Need
• Performance Objectives
• Industry Outreach /
Market Intelligence
• SCO OTA Approval

OT STATUTORY

AUTHORITY:

10 U.S.C. § 2808a,
Facility Construction
or Repair:
Transactions Other
Than Contracts and
Grants

• Finalize Requirements
Package
• Industry Day / Notice
• Publish Solicitation

3. Statement of

Qualifications

(SOQs)

5. Pitch

Presentations

4. Down-Select

• Industry Submits SOQs
• Government Evaluation

•Government
Selects Best
Qualified Offers
•Invite Firms to Pitch
Presentations

• Offeror Presentations /
Meetings / Interviews
• Q&A
• Site Visit, if applicable

6. Qualifications

Based Selection
(QBS)

7. Negotiate OT

(Phase 1)
Services

• Government Selects
Best Qualified
Offeror

• Scope of Ph 1 Design/
Preconstruction
Services
• Performance Metrics

AGREEMENT PHASE 1 – DESIGN & PRECONSTRUCTION SERVICES (OT Agreement using MILCON Design Funds)

SCHEMATIC DESIGN

KICKOFF & ALIGNMENT

BUDGET LOCK

PRECONSTRUCTION

READINESS

DESIGN DEVELOPMENT

8. Award OT

(Phase 1)
Agreement
• Award Other
Transaction
Agreement

DECISION GATEWAY TO

PHASE 2

GOVERNANCE

& OVERSIGHT

• Tailored Oversight

Risk Informed Project
Alignment Meeting
• Goals & Objectives
• Risk Workshop
• Success Metrics
• Communication Plan

Concept Solutions
• Further Alternates
• Innovation Opportunities
• Risk Reduction

Schematic Design
Development

Budget Estimate
Submission

Advance Design
(Technical Development)

Integrated Schedule
Development

Execution-Ready
Integrated Solution

• Develop Design
Concepts
• Evaluate Systems
• Confirm Approach

• Level 3 Cost Estimate
• Cost Confidence Package
• Scope/Schedule Validation

• Tailored Design
• Engineer Analysis
• Constructability Reviews

• Long Lead Item
Identification
• Resource Planning

• Coordinate Estimate
• Constructability
• Risk Mitigation

OFF RAMP

DECISION POINT

Open Book Estimate / Price Schedule

Pre-Construction Work

Government Decision

• BCOES

• Permitting
• Early Submittals
• Site Readiness

• Scope Confirmed
• Cost Validated
• Risk Accepted
• Negotiate Phase 2:
Construction

OFF RAMP

DECISION POINT

Open Book Estimate / Price Schedule

Outcome: Government Authorizes Phase 2 Construction when Cost, Scope, Schedule and Risk are Acceptable

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