Board of Trustees Study Session

March 8, 2005

CONTRACTOR PREQUALIFICATIONINFORMATION BRIEFING

PresentersPresenters

• José NuñezJosé Nuñez, Measure C Executive Director,, Measure C Executive Director,

College of MarinCollege of Marin

• Jeff Gee, Program Executive, SwinertonJeff Gee, Program Executive, Swinerton

• Dave Kirn, Program Manager, SwinertonDave Kirn, Program Manager, Swinerton

Briefing PurposeBriefing Purpose

• To present background information on To present background information on Contractor Prequalification and the Contractor Prequalification and the prequalification processprequalification process

• Traditional Public Works Lump Traditional Public Works Lump Sum/Low BidSum/Low Bid- Bid was submitted on time- Bid was submitted on time- Bid Bond accompanied the bid- Bid Bond accompanied the bid- Bid was complete- Bid was complete- Contractor is licensed in California- Contractor is licensed in California

Public Contract CodePublic Contract Code

• Section 20100 allows for prequalification:Section 20100 allows for prequalification:• Standard questionnaire and financial Standard questionnaire and financial

statementsstatements

• Responses and financial statements are Responses and financial statements are confidential documentsconfidential documents

• Submitted under the penalty of perjurySubmitted under the penalty of perjury

Prequalification ProcessPrequalification Process

• Standard questionnaire:Standard questionnaire:- Based on size and type of contract- Based on size and type of contract- Based on type of construction- Based on type of construction- Stipulate the duration (e.g., 1 year)- Stipulate the duration (e.g., 1 year)

• Public advertisement similar to biddingPublic advertisement similar to bidding• Mandatory conferenceMandatory conference• Evaluate submittalsEvaluate submittals• Establish list of prequalified contractorsEstablish list of prequalified contractors• Projects are bid to the prequalified list of Projects are bid to the prequalified list of

contractorscontractors

Standard QuestionsStandard Questions

• Experience in performing public works projects• Establish standard minimum requirements for

bidding:- Bonding Capacity- Insurance- Safety record

• Type and size of the contracts• Litigation/dispute history• Compliance with prevailing wage provisions• Labor code violations

- Non-payment of wages- Non-payment of benefits

Standard QuestionsStandard Questions

• Past performance on comparable projects

• Contractor license

• Work history

• Disqualification from previous projects

• Personnel qualifications- Qualified field personnel

• References

GoalsGoals• Contractor experience in public work Contractor experience in public work

contracts determined in advance of biddingcontracts determined in advance of bidding• Contractor ability to comply with District’s Contractor ability to comply with District’s

bonding and insurance requirements bonding and insurance requirements determined in advance of biddingdetermined in advance of bidding

• Identify successful, quality contractors that Identify successful, quality contractors that are able to work at the College of Marinare able to work at the College of Marin

• Identify contractors that can execute Identify contractors that can execute construction safelyconstruction safely

• Identify contractors that historically are able Identify contractors that historically are able to successfully complete work on time and to successfully complete work on time and on budgeton budget

Advantages of Advantages of PrequalificationPrequalification

• Establish specific group of prime Establish specific group of prime contractors to bidcontractors to bid

• Specific outreach and communicationSpecific outreach and communication• Identify experienced contractors:Identify experienced contractors:

- Previous public works contract - Previous public works contract experienceexperience

- Satisfactory safety record- Satisfactory safety record- Financially sound- Financially sound-- Meet District bonding and insuranceMeet District bonding and insurance

requirementsrequirements

Disadvantages of Disadvantages of PrequalificationPrequalification

• Effort required by contractors to submit • documentation

• May limit opportunities/bidding

• No guarantee that contractors will bid

ConclusionConclusion

• Creates a pool of prequalified biddersCreates a pool of prequalified bidders

• Reduces risks to the DistrictReduces risks to the District

• Saves project time and moneySaves project time and money

• Increases project success rateIncreases project success rate