Bidding Construction and Capital Projects
Bidding Construction and Capital Projects Purchasing PDC Part 1 – Pre-Bid Process Part 2 – Post-Bid Opening
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Introduction Terry Felden – LEED AP BD+C, Director of k-12 Education for ICI, Inc. Ken Florey – Partner and Attorney for Robbins Schwartz Howard Metz – Partner and Attorney for Robbins Schwartz Ron Johnson – Director of Purchasing and Transportation for Oak Park and River Forest High School District 200 John Pahlman - Director of Operations for Niles Township High School District 219
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Part 1 of 2: Pre-Bid Process • Utopia C • Thursday, May 5th - 9:30 – 10:30 AM
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Pre-Bid Process • Timeline planning is critical for the success of the project – Define the scope of the project early – Get the right people on the project team • Empower District Staff with information that define characteristics for the selection of a Project Team on any construction related project.
– Be aware of the zoning and building codes – Building of the drawings • Who is involved? – Priority of Alternates 65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Pre-Bid Process • Building the bid documents and running the bid process – Specifications – Bonding Requirements – Drawings – Broiler Plate Documents – Mandatory or Voluntary Pre-Bid Meeting – Contract/ agreement. AIA? – Instructions to Bidders – Advertisement for Bid 65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Pre-Bid Process • Project Labor Agreements (PLA’s) • Legal requirements for posting • Advantages/Benefits • Disadvantages • Only Union firms will bid? • Is this really just a panacea?
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Part 2 of 2: Post-Bid Opening • Utopia C • Thursday, May 5th – 11:00 AM – 12:00 PM
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Post-Bid Opening • Qualifications of Contractors – Clear and objective qualification criteria must be set in the bid documents – Interview the apparent low bidder, scope review – Negative references must have written documentation
• Evaluation of Bids – Responsive • A Bid which is in strict compliance with the Bidding Documents
– Responsible • Assessed based upon the contractor’s past history and technical experience on similar sized and/or complex projects, its financial and bonding capacity, the depth and experience of its labor forces and management personnel 65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Post-Bid Opening • Evaluation of Alternates – How do you take into account the base bid and alternates? – Clearly establish which alternates are the priority for the educational purposes of the District. – Read the alternate amounts at the bid opening. – Award the alternates with the Board Action for the Contract.
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Post-Bid Opening • Awarding the Contracts • Contract Compliance Practices • Best Practices in Monitoring Project Milestones – Steps to take when project is derailing
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Other Resources • List other presentations
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Introduction Terry Felden – LEED AP BD+C, Director of k-12 Education for ICI, Inc. Ken Florey – Partner and Attorney for Robbins Schwartz Howard Metz – Partner and Attorney for Robbins Schwartz Ron Johnson – Director of Purchasing and Transportation for Oak Park and River Forest High School District 200 John Pahlman - Director of Operations for Niles Township High School District 219
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Part 1 of 2: Pre-Bid Process • Utopia C • Thursday, May 5th - 9:30 – 10:30 AM
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Pre-Bid Process • Timeline planning is critical for the success of the project – Define the scope of the project early – Get the right people on the project team • Empower District Staff with information that define characteristics for the selection of a Project Team on any construction related project.
– Be aware of the zoning and building codes – Building of the drawings • Who is involved? – Priority of Alternates 65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Pre-Bid Process • Building the bid documents and running the bid process – Specifications – Bonding Requirements – Drawings – Broiler Plate Documents – Mandatory or Voluntary Pre-Bid Meeting – Contract/ agreement. AIA? – Instructions to Bidders – Advertisement for Bid 65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Pre-Bid Process • Project Labor Agreements (PLA’s) • Legal requirements for posting • Advantages/Benefits • Disadvantages • Only Union firms will bid? • Is this really just a panacea?
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Part 2 of 2: Post-Bid Opening • Utopia C • Thursday, May 5th – 11:00 AM – 12:00 PM
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Post-Bid Opening • Qualifications of Contractors – Clear and objective qualification criteria must be set in the bid documents – Interview the apparent low bidder, scope review – Negative references must have written documentation
• Evaluation of Bids – Responsive • A Bid which is in strict compliance with the Bidding Documents
– Responsible • Assessed based upon the contractor’s past history and technical experience on similar sized and/or complex projects, its financial and bonding capacity, the depth and experience of its labor forces and management personnel 65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Post-Bid Opening • Evaluation of Alternates – How do you take into account the base bid and alternates? – Clearly establish which alternates are the priority for the educational purposes of the District. – Read the alternate amounts at the bid opening. – Award the alternates with the Board Action for the Contract.
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Post-Bid Opening • Awarding the Contracts • Contract Compliance Practices • Best Practices in Monitoring Project Milestones – Steps to take when project is derailing
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
Other Resources • List other presentations
65th ILLINOIS ASBO CONFERENCE AND EXHIBITIONS May 4 – MAY 6, 2016 @IllinoisASBO #iasboAC16
