California State University Regional General

Transcription

1 California State University Regional General JOB ORDER CONTRACTING Pre-Bid Meeting December 15, 2015

2 DISCLAIMER Nothing written in this presentation, or said during this pre-bid webcast supersedes what is provided in your bid package. Any deviations or changes to the bid documents will be provided in the form of an addendum. 2

3 3 AGENDA

4 BID SCHEDULE OF EVENTS Bid Documents Available 12/7/15 Pre-Bid Meeting Webcast 12/15/15 Prequalification forms (general and supplemental) due 1/5/16 Last day to ask RFI Qs 1/13/16 Bids Due before 2:00 pm 1/20/16 Original Bid proposal Signature page / Bid Security due 1/21/16 Notice of Intent to Award 1/28/16 Contract Commencement 2/22/16 Note: ebid proposals not received by the date and time specified will be rejected. Bidders should allow enough time to upload their bid documents online. Bidders will automatically be locked out of PlanetBids at closing time. 4

5 DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) / SMALL BUSINESS ENTERPRISE (SBE) DVBE Participation 3% DVBE Participation Required (State Law) Good Faith Effort Will not Be Accepted Contact for Information Mr. Darryl Dearborn (562) ddearborn@calstate.edu SBE / DVBE Incentives 5% SBE Preference General certifies that they are an SBE General (Non-SBE) commits to using 25% SBE Subs DVBE Incentives 4-6% or more yields an incentive rate of 1-3% 5

6 DVBE INCENTIVE RATES DVBE Participation Incentive 3.00% to 3.99% None 4.00% to 4.99% 1% 5.00% to 5.99% 2% 6.00% or more 3%

7 PREQUALIFICATION All Prospective Bidders must be generally prequalified Through CSU Online Prequalification System at PlanetBids.com 10 Working days prior to bid (1/5/16) All Bidders Must also fill out a Supplemental Qualification form (Past Performance) Sent directly to the CSU Prequalification Coordinator in Long Beach Due 10 Working days prior to bid (1/5/16) Bidders must demonstrate 4 concurrent projects over the last 5 years with a minimum value of $200,000 Include Owner references Valid B License required issued by the California CSLB Official Bid Forms Will Be unlocked electronically To Prequalified Bidders only 7

8 WHY JOC? Traditional Bid System can be Slow and Costly Months from Project Identification to Contract Process Can Be Complicated Adversarial Relationship Between Owners and Contractors JOC Offers a Cost Effective Alternative to Traditional System Faster Response Days or Weeks instead of Months Based upon a Partnership Between Owners and JOC Contractors JOC is Another Way for Owners to Get Work Done in Addition to: In-House Work Force Best Value Contracts Single Project, Lump Sum Bidding 8

9 JOC CONTRACT DOCUMENTS Construction Task Catalog (CTC) Pre-Priced Construction Tasks CSI Masterformat 2004 Based on Local Labor, Material & Equipment Costs Customized for Each Owner 9

10 JOC CONTRACT DOCUMENTS Technical Specifications Quality of Materials and Workmanship 10

11 Bid Documents required to be uploaded on bid due date Bid Proposal Form Bidder s Bond (copy) Non-Collusion Affidavit SB Preference & Cert Certification of Appropriate License Bid Proposal Signature page (copy) Bid Docs due in 24 hours Original Bidder s bond Original Bid Proposal Signature page JOC CONTRACT DOCUMENTS 11

12 PRE-BID GUIDANCE TO CONTRACTORS JOC has a Fixed One Year Term No Guaranteed Minimum Value Each JOC has a Initial Maximum Contract Value $1,000,000 CSU Reserves the right to increase the contract to $3,000,000 No Single Job Order can be awarded for more than $634,000 12

13 BID REQUIREMENTS Competitive Bid Must Bid Three Adjustment Factors for Northern, Central, or Southern California Normal Working Hours 7am-3pm Monday through Friday Other Than Normal Working Hours - 3pm to 11pm Monday through Friday Premium Hours 11 pm-7 am Monday through Friday, and anytime during Saturday, Sunday and University holidays Same Adjustment Factors Apply to All Tasks in the CTC Must Include all Indirect Costs & Profit 13

14 BID REQUIREMENTS Adjustment Weighted According to Anticipated Use 80% Normal Working Hours 15% Other Than Normal Working Hours 5 % Premium Hours Lowest Weighted Adjustment Factor From a Qualified, Responsive, Responsible Bidder Wins! 14

15 JOC EXECUTION PROCESS- RECONSTRUCTION Joint Scope Meeting Develop Scope of Work Request for Proposal Contractor Develops Proposal Selects Tasks and Quantities Prepares Incidental Drawings & Sketches Develops Schedule Prepares List of Subcontractor Contractor s Proposal Reviewed and Approved Issue Lump Sum Job Order 15

16 AUTOMATION OF SYSTEM egordian Online Automates the Entire Job Order Development Process 16

17 JOC Is A Series Of Individual Small Projects Contractor Is Not Guaranteed a Minimum Amount of Work Contractor Has A Continuing Financial Incentive To Provide: Responsive Services Quality Work Lower Cost Future Job Orders Tied to Contractor Performance No Obligation To Award Specific Projects Owner can Use All Other Methods For Accomplishing Projects JOC - WHY IT WORKS 17

18 CONTRACTOR STAFFING PLAN Staff To Match Volume Must be Responsive to CSU Staff for Procedures Professionally Competent Management Skills Problem Solvers with People Skills Team Members Must Be Able to Develop a Non-Adversarial, Partnership Relationship 18

19 UNDERSTANDING THE CONSTRUCTION TASK CATALOG (CTC) Read How To Use The CTC What is in the task? What is in your factor? Working heights General Conditions you are responsible for 19

20 How to Pick the Right Items We use CSI Master Format 2004 Section 1 General Requirements Section 2 Site Work Read the Description of the Item Will Explain What is Included Use Modifiers if Appropriate Options or Alternatives for Product Quantity Discounts Restricted Working Space Non Pre-priced Items 3 Quotes Read General Conditions for Pricing UNDERSTANDING THE CTC 20

21 METHODS TO CALCULATE ADJUSTMENT FACTOR (AF) Use Historical Project Data Select a Representative Completed Project You Know Scope and Direct Costs Price Project From CTC Add on Overhead and Profit Calculate the Adjustment Factor Sampling Method Evaluate a Sampling of the Anticipated Items Create a Representative Project Create a Scope of Work Get Sub Quotes or Estimate Cost Price Project From CTC Add on Overhead and Profit Calculate the Adjustment Factor 21

22 PROJECT SCOPE Renovation of a Recreation Center Replace VCT Replace Chalkboard on Front Wall with Dry Marker Board Replace 2 Doors and Hardware F84 Class 1 Lockset LCN 4000 Series Closer Glynn Johnson Stop Skim Coat Ceiling Prime and Paint Ceiling and All Walls Install 1 Air Conditioner 22

23 BUILDING THE PRICE PROPOSAL 23

24 BUILDING THE PRICE PROPOSAL 24

25 Formula for Calculating the Job Order Value* ADJUSTMENT FACTOR * Nonprepriced Tasks are Calculated Separately 25

26 Price from CTC VCT $ 1, Dry Marker Board $ 1, Doors and Hardware $ 1, Paint and Plaster $ 1, Air Conditioner $ TOTAL = $ 7, Cost of Work (from quotes or estimate) VCT $ 2, Dry Marker Board $ Doors and Hardware $ 2, Paint and Plaster $ 1, Air Conditioner $ TOTAL = $ 7, COMPARING QUOTES AND CTC 26

27 Overhead 8% - 15% Job Order Development Joint Scope Meetings Review Detailed Scope of Work Build Proposal Subcontractor Buy-out Site Supervision and Management Bonds Insurance Vehicles Home Office Support Communications Incidental Design Services OVERHEAD COSTS 27

28 Cost of Work In-House + Sub Prices = $ 7, Mark-up 10% = $ % = $ Total $ 9, PUTTING IT ALL TOGETHER Price from CTC $ 7, $7,305.38(Adjustment Factor) = $9, $9,189.95/$7, = Adjustment Factor Adjustment Factor =

29 High Quality of Work is Required All Work Must Meet or Exceed CSU Standards Pay Higher Prices for: Better Quality Timely Completion Cost of Supervising In-House Force and Subs and Inspecting Work Before Completion Prepare and Complete Your Own Punchlist BID FACTOR CONSIDERATIONS 29

30 A Low Adjustment Factor Leads to Arguments in Proposal Review Unsupportable Tasks Exaggerated Quantities Leads to Delays in Job Order Development Takes Longer to Review Proposals Creates an Adversarial Relationship Reduced Volume of Work No Option Periods Lost Profitability No Change Orders to Improve the Margin RISKS OF LOW AF 31

31 Understand How to Price Projects from CTC Know the Value of CTC Evaluate Risk of an Unrealistically Low Bid JOC is a Long Term Relationship Volume Driven by the Contractor Put the Right Staff in Place Good Defendable Proposals High Quality Construction Timely Completion Solve Problems, Do Not Create Them REVIEW / KEY POINTS 32

32 BID DATE REVIEW Bid Due date (bid documents are uploaded to PlanetBids.com) January 20, 2016 before 2:00 pm Bidders will be locked out of PlanteBids at 2:00 pm Bid Results will be posted on PlanetBids within 24 hours after bids are received Original documents as described must arrive to CSU before 12:00 noon on January 21, 2016 Most responsive and responsible Bidders in both regions will be determined Two Contracts in different regions may be awarded as one View this recorded webcast: 33

33 QUESTIONS Please send all questions to Jay Jefferson, Construction Manager CSU Office of the Chancellor CPDC Construction Management 401 Golden Shore, Long Beach, CA Telephone: All Questions Must Be In Writing 34