Helen Coleman, Director Elizabeth Stegmaier, Associate Director LaTonya Webb, Assistant Director...
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- Slide 1
- Helen Coleman, Director Elizabeth Stegmaier, Associate Director
LaTonya Webb, Assistant Director Fred Coleman, Director of
Diversity July 2015 2015 Contractor Training Bidding Capital
Project at the University of Illinois for Contractors July 2015
University of Illinois at Urbana-Champaign 1
- Slide 2
- July 2015 2015 Contractor Training Comments from Allan
Stratman, Executive Director of Facilities & Services
- Slide 3
- July 2015 2015 Contractor Training Pre-Qualification Bid
Checklist Material Deficiency Checklist Certs & Statutory
Requirements Financial Disclosures MAFBE Overview Contract
Preparation Upcoming Projects AGENDA
- Slide 4
- Pre-Qualification 4 Register for the Vendor Services
Application (VSA) VSA Help Document
https://www.uocpres.uillinois.edu/UserFiles/Servers/Server_7758/file/training/v
sa/vsa_help_for_vendors.pdfhttps://www.uocpres.uillinois.edu/UserFiles/Servers/Server_7758/file/training/v
sa/vsa_help_for_vendors.pdf Submit Application in Contractor Annual
Prequalification System (CAPS) Getting Started CAPS
https://www.uocpres.uillinois.edu/applications July 20152015
Contractor Training STATE FARM CENTERABBOTT POWER PLANT
- Slide 5
- Navigation to VSA and CAPS July 2015 2015 Contractor Training 5
Source:
http://www.uocpres.uillinois.edu/http://www.uocpres.uillinois.edu/
2015 Contractor Training
- Slide 6
- VSA Application Main July 2015 2015 Contractor Training 6
Source:
https://przm.apps.uillinois.edu/https://przm.apps.uillinois.edu/
- Slide 7
- VSA Registration Page July 2015 2015 Contractor Training 7
Source: https://appserv6.admin.uillinois.edu/Ven
dorRegistration/open/VendorSearch.jsp
https://appserv6.admin.uillinois.edu/Ven
dorRegistration/open/VendorSearch.jsp SURVEYING BUILDING
- Slide 8
- VSA July 2015 2015 Contractor Training 8 Required Information
Legal Vendor Name Vendor Type Type of Firm Name of Principal
Officer State Incorporated Illinois Dept. of Human Rights # Vendor
MAFBE Profile (If applicable) CMS Certification Type CMS
Certification Expiration Date Registered Agent Information
Organizational Profile (Name, address, phone, contact info.) User
Profile (Name, Title, Email, Phone)
- Slide 9
- Getting Started - CAPS July 2015 2015 Contractor Training
9
- Slide 10
- Contractor Annual Prequalification (CAPS) July 2015 2015
Contractor Training 10 Registered agent information is inconsistent
with Secretary of State business registration information IDHR # is
expired or missing Documentation provided for legal disclosures is
inadequate Insufficient experience in division of work for which
applying Minimum of 10 projects provided with reference
information. Must include at least 2 public works projects All
projects were completed within the past 5 years Projects must have
included work specific to the division of work for which applying
Common Mistakes
- Slide 11
- July 2015 2015 Contractor Training Surety letter and power of
attorney are missing or insufficient. Attachments are missing or
have errors. Required attachments include: Surety Letter and Power
of Attorney Board of Elections Electronic Certificate Substance
Abuse Policy Certification and Statutory Requirements Form
Financial Disclosure and Conflict of Interest Form Explanation of
legal disclosures (if applicable) MBE/FBE CMS Certification
documentation (if applicable) Substance abuse policy does not meet
minimum state requirements. Common Mistakes
- Slide 12
- CAPS Reference Links July 2015 2015 Contractor Training 12
http://www2.illinois.gov/dhr/Pages/default.aspx Illinois Dept. of
Human Rights http://www.cyberdriveillinois.com/departments/
business_services/corp.htmlhttp://www.cyberdriveillinois.com/departments/
business_services/corp.html Secretary of State Business Services
Corporate Search http://www.elections.il.gov/InfoForBusinesses.as
pxhttp://www.elections.il.gov/InfoForBusinesses.as px Board of
Elections Registration
http://www.ilga.gov/legislation/ilcs/ilcs3.asp?Act
ID=2950&ChapterID=68http://www.ilga.gov/legislation/ilcs/ilcs3.asp?Act
ID=2950&ChapterID=68 Substance Abuse Prevention on Public Works
Projects Act (820 ILCS 265/)
- Slide 13
- Bid Checklist July 2015 2015 Contractor Training 13 Source:
http://www.uocpres.uillinois.edu/contractors/contractshttp://www.uocpres.uillinois.edu/contractors/contracts
- Slide 14
- Material Deficiency Checklist July 2015 2015 Contractor
Training 14 Source:
http://www.uocpres.uillinois.edu/contractors/contractshttp://www.uocpres.uillinois.edu/contractors/contracts
Section 00 22 00, 10.2.A Material Deficiencies
- Slide 15
- Most Common Material Deficiencies July 2015 2015 Contractor
Training 15 Source:
http://www.uocpres.uillinois.edu/contractors/contractshttp://www.uocpres.uillinois.edu/contractors/contracts
Section 00 22 00, 10.2.A Material Deficiencies
- Slide 16
- July 2015 2015 Contractor Training 16 As part of the
requirements of Public Act 096-0795, bidders are required to
complete certain certifications and disclosures for themselves, and
upon award for their subcontractors. This is accomplished via the
following forms: Certifications and Statutory Requirements Form
Financial Disclosures and Potential Conflicts of Interest Form
Fillable forms are located at:
http://www.uocpres.uillinois.edu/contractors/contracts
http://www.uocpres.uillinois.edu/contractors/contracts Senate Bill
51/Public Act 096-0795
- Slide 17
- Certs & Statutory Requirements July 2015 2015 Contractor
Training 17 Source:
http://www.uocpres.uillinois.edu/contractors/contractshttp://www.uocpres.uillinois.edu/contractors/contracts
- Slide 18
- Certs & Statutory Requirements July 2015 2015 Contractor
Training 18 Source:
http://www.uocpres.uillinois.edu/contractors/contractshttp://www.uocpres.uillinois.edu/contractors/contracts
Failure to provide vendor name, IDHR # or IDHR expiration date
(#18) Failure to check the non-applicable line if the vendor
has
- Slide 19
- Financial Disclosures July 2015 2015 Contractor Training 19
Source:
http://www.uocpres.uillinois.edu/contractors/contractshttp://www.uocpres.uillinois.edu/contractors/contracts
- Slide 20
- Financial Disclosures July 2015 2015 Contractor Training 20
Failure to provide Illinois Procurement Bulletin number Failure to
select Instrument of ownership of beneficial interest (company
type) from dropdown menu Failure to complete a separate form for
all parent entities and/or owners that are companies or trusts
Failure to check both ownership disclosure statements in Step 2
Failure to answer Step 4 7 for each owner listed in Step 2 and the
company itself Common Mistakes
- Slide 21
- Financial Disclosures July 2015 2015 Contractor Training 21
Failure to provide ALL information requested in Step 8 Failure to
indicate procurement relationship (Prime of Sub) for each project
listed in Step 8 and on attachment, if applicable Failure to
provide Step 8 attachment in the same format as the table on the
form and required information is missing, if applicable Common
Mistakes
- Slide 22
- Contract Execution Checklist July 2015 2015 Contractor Training
22
- Slide 23
- Failure to submit all contract paperwork within the 15 days
provided in the contract documents Failure to provide powers of
attorney for each bond Failure to include executed Attachment A for
each MBE/FBE used towards MAFBE goals Dollar value on Attachment A
does not equal or exceed the value on Attachment B submitted with
the bid Insurance and Builders Risk certificates are not executed
correctly Failure to list Board of Trustee as additional insured
Failure to provide waiver of subrogation clause Common Mistakes
Contract Execution Checklist July 2015 2015 Contractor Training
23
- Slide 24
- Failure to include project name and number Failure to provide
coverage for entire project amount (BRI) Failure to include
Earthquake and Flood Coverage when required (BRI) Failure to
provide a properly executed sealed/signed corporate signature
authority letter Failure to ensure to send the Project Labor
Agreements to the East Central Illinois Building & Trades
Counsel and are signed and submitted to our office Common Mistakes
July 2015 2015 Contractor Training
- Slide 25
- MBE/FBE/FMB Capital Construction Goals July 2015 2015
Contractor Training 25 - Established by University Board of
Trustees September 2010- 15% in Urbana, Peoria and Springfield, 22%
in Chicago - Goal is a combined goal and can be met using Tier I
subcontractors and suppliers (Tier I = direct
subcontractor/supplier to prime bidder only) - Goal applies to each
division of work bid and any amount that is bid within a division
of work - Goal applies to base bids and alternate(s) bid, combined
or separately
- Slide 26
- MBE/FBE/FMB Eligibility Requirements July 2015 2015 Contractor
Training 26 - ONLY vendors certified by IL CMS BEP as MBE, FBE or
FMB are recognized and counted towards MBE/FBE goals by the
University. - Use the Illinois Central Management Services Business
Enterprise Program (IL CMS BEP) Vendor Directory to confirm a
vendors MBE/FBE/FMB status - IL CMS BEP Directory is found at:
https://www.illinois.gov/cms/business/sell2/Pages/VendorSearch.aspx
https://www.illinois.gov/cms/business/sell2/Pages/VendorSearch.aspx
EVERITT LABLEVIS CENTER
- Slide 27
- Bidding Requirements July 2015 2015 Contractor Training 27 -
Must utilize Attachment B to list MBE/FBE/FMB and proposed
utilization $ - IL CMS BEP Certification required for each vendor
listed; otherwise no goal credit or a material deficiency -
Proposed utilization in dollars will be converted to a percentage
to determine if goal is met or not - Proposed utilization is
maintained through contract award, schedule of values and
utilization of MBE/FBE/FMB vendor on project
- Slide 28
- Verification of MBE/FBE/FMB with Bid July 2015 2015 Contractor
Training 28 MBE/FBE/FMB vendors certification status is found by
viewing and printing the vendor profile Expiration date shown on IL
CMS BEP profile must be a date in the future before bid opening
date Submit IL CMS BEP vendor profile with bidding documents IL CMS
BEP profile sample
- Slide 29
- Good Faith Effort (GFE) When Goal Not Met July 2015 2015
Contractor Training 29 Invitation to Bid (ITB) identifies all scope
prime advertises to MBE_FBE vendors in order to meet the goal ITB
sent to MBE/FBE/FMB community 2X Phone calls placed to MBE/FBE/FMB
list a minimum of 3 days prior to bid opening if goal not met ITB
sent to any MBE/FBE/FMB vendor that can provide supplies or perform
any work scope in the proposed University construction
advertisementlocal and regional. Regions = Peoria, Springfield,
Chicago, Danville, Decatur, and Bloomington GFE documentation
compared to prime bidders that did meet the goal Expectation: GFE
documentation due within 7 calendar days of bid opening. GFE begins
with attendance at pre-bid meeting where resources to find
MBE/FBE/FMB vendors is shared in pre-bid meeting packet
- Slide 30
- Commercially Useful Function Policy July 2015 2015 Contractor
Training 30 - Enterprises which might be considered pass-throughs
or fronts are not permitted - University recognizes Illinois
Central Management Services (IL CMS) does not address commercially
useful function in minority and female business enterprise
certification review process - CMS policy is for each agency to
adopt their own rules for determining commercially useful
functionUniversity is drafting a more comprehensive policy
MECHANICAL ENGINEERING BUILDING NOYES LAB
- Slide 31
- Upcoming Projects July 2015 2015 Contractor Training 31
http://www.fs.illinois.edu/services/capital-
programs/contractor-informationhttp://www.fs.illinois.edu/services/capital-
programs/contractor-information F&S website future projects
http://www.procure.stateuniv.state.il.us/dsp_ind
ex.cfm?CFID=2522677&CFTOKEN=19539345http://www.procure.stateuniv.state.il.us/dsp_ind
ex.cfm?CFID=2522677&CFTOKEN=19539345 Illinois Public Higher
Education Procurement Bulletin website - current ads
- Slide 32
- Project Number Project Title Anticipated Bid Date Divisions of
WorkProject Budget U13024CERL MAIN BUILDING ADDITION
(Rebid)9/15/20151,2,3,4,5 $ 7,000,000 U14072SURVEYING BUILDING
RENOVATION10/15/2015TBD$ 8,000,000 U14111ABBOTT POWER PLANT - GAS
BOILER REPLACEMENT - PHASE 212/21/2015TBD $ 9,500,000 U14088
EVERITT LABORATORY RENOVATION - BIOENGINEERING GRAINGER ENGINEERING
BREAKTHROUGHS INITIATIVE (Early Bid Package) 9/1/2015TBD $
50,000,000 EVERITT LABORATORY SURVEYING BUILDING RENOVATION
Upcoming Projects (Over $5M) July 2015 2015 Contractor Training
32
- Slide 33
- Questions? Presentation will be available at:
http://www.fs.illinois.edu/services/capital-programs/project-management
July 2015 2015 Contractor Training