PDB-OTA Process Overview Placemat
Updated
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
The full file is for paid members, or buy this bid alone.
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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
The beginning of the document. Download the full file to read on.