ONAC MWESB Presentation - Purchasing and Contracting Services
Download
Report
Transcript ONAC MWESB Presentation - Purchasing and Contracting Services
DOING BUSINESS
WITH UO
Oregon Native American Chamber
Luncheon
Contracting with the University of Oregon
and the Oregon University System
Presented by:
Catherine Susman & Darin Dehle
OUS MWESB Policy
It is the policy of all of the Oregon
University System institutions, including
University of Oregon, to provide the best
possible opportunity for minority,
women, and emerging small businesses
to compete for and be awarded
contracts.
Decentralized
Purchasing
University of Oregon has a decentralized
purchasing environment
Each University of Oregon department
has the responsibility and authority to
make their own purchases for goods and
services
Vendors must market directly with
departments
UO Outreach
Establishing Ties in the Community
Upcoming MWESB outreach events statewide in which
University is participating .
March 6, 2012 at Rose Quarter/Memorial Coliseum Exhibit Hall –
Sponsored by Oregon Public Purchasing Association and National
Institute of Governmental Purchasing from 9am-3pm.
April 18, 2012 – Governor’s Marketplace, Salem.
May 10, 2012 – OAME Conference and Trade Show – Oregon
Convention Center – Hall D from 10am-3pm.
Consistent Participation with MWESB Organizations
Participation in other regional and national events by University
representatives
Access to UO
Establishing Networks and Channels
University is currently undertaking an re-development of its
Vendor Registration Portal. Please take a moment to visit:
http://pcs.uoregon.edu/content/feedback-request-new-vendorregistration-portal. Provide your contact information and we will
provide a link for you to preview when the new site is live.
UO Reverse Vendor Fair – February 2013 – more information will
be provided to vendors registered through the Vendor
Registration Portal this summer.
2011 UO Reverse Vendor Fair – results
Over 393 companies attend
UO did business with 38% of attendees in the first 9 mos. after the fair
This business activity totaled over $11 million
Approximately 10% of the $11 million was with MWESB vendors
Locating Information
University of Oregon Website
http://www.uoregon.edu/
UO Purchasing & Contracting Services
http://pcs.uoregon.edu/
Facilities/Capital Construction
http://facilities.uoregon.edu/
OUS Business Opportunities
https://secure.ous.edu/bid/
PCS Goods & Services
Changing Policies
Solicitation effort to at least one certified
MWESB firm
If certified firm not available, one solicitation
effort to at least one self-identified MWESB
firm
PCS Goods & Services
Changing Procedures
Develop Outreach Plan for MWESB
participation
Establish channels and networks that
provide access to MWESB vendors
New Vendor Registration Portal
Document and report on MWESB utilization
and outreach
UO FY2011
Expenditures
8.9% of UO’s vendor spend was with
MWESB vendors
Total FY11 MWESB Spend =
$17,761,925.45
Total State-Certified MWESB Spend =
$12,304,874.68
Total Self-Reported MWESB Spend =
$5,457,050.77
Capital Construction
OUS – Outreach, Policies, Retainer Program
MWESB Certification – Motivation to sign up
UO – Contract Options, Making Contact,
Project Types, MWESB trends
Project Preview – Summer 2012 and beyond
Capital Construction
OUS Interactions
Understanding the Issues
In depth discussions with MWESB Organizations and
Contractors
Developing an understanding of the challenges faced by small
contractors and consultants within the states construction
environment
Communicating issues to large contractors that do business
with us.
Working with leading contractors in the state to understand
how other Owners are reaching significant participation
numbers through establishment of their project requirements
Strengthening the MWESB Contracting Community equates to
a stronger Construction industry in Oregon
Capital Construction
OUS Modifications
Changing Policies
Advertising and Bidding Policy Modifications
Retainer System Changes
Bidding all Contractor and Subcontractor opportunities on OUS
Website at https://secure.ous.edu/bid/
One stop equal opportunity access to projects
When institution is selecting bidders for $50k-$500k projects
Minimum of three Contractors
Minimum of two MWESB if available on Retainer Program
Bidder list posted on OUS site for subcontractor access
Consultant selection process for services over $100k requires
solicitation of proposal from at least two MWESB firms.
RFP Language for CM/GC projects to incorporate minimum of 10%
of scoring criteria specific to MWESB participation, performance
and approach
Capital Construction
OUS Modifications
Changing Procedures
Development and Implementation of MWESB
participation report for every project
All Construction Contractors and Consultants
Reports all tiers of MWESB sub-contractor or sub-consultant to
the Owner
Captures dollar values, number of MWESB subs, % participation,
etc.
Capital Construction
OUS Retainer Program
Structure of the Retainer Program
Construction Contract Structure
Contract held by OUS centrally
Access to all OUS Universities for Work through supplements
On Retained Contractor list with potential for direct hire and
informal bid opportunities between $1 - $50,000
Limited Competition Bids between $50,001 - $500,000
Open retainer bidding opportunities up to $1,000,000
Consultant Contract Structure
Contract held by OUS centrally
Access to all OUS Universities for Work through supplements
On Retained Consultant list with potential for direct hire and
informal bid opportunities between $1 - $100,000
Limited Competition Bids between $100,001 - $250,000
Open retainer bidding opportunities up to $1,000,000
Capital Construction
OUS Retainer Program
Benefits of the Retainer Program
Established contracts with the opportunity to match
project size with the growth of your business
Opportunity to generate long term working
relationships with Universities as your business
grows
Single RFP response provides opportunity for many
potential projects
Capital Construction
OUS Retainer Program
Retainer Contracting Program Dates
Contracting RFP to be open soon.
RFP scheduled to be advertised March 15, 2012
Proposals scheduled to be due May 4, 2012
Contracts will be effective July 1, 2012
Contracts will be in place for a 2-year period
Consulting Related Services
Advertisement scheduled to be November 1, 2012
Proposals scheduled to be due December 15, 2012
Contract will be effective February 1, 2013
Contracts will be in place for a two year period
Advertised at https://secure.ous.edu/bid/
Capital Construction
Insurance Requirements
Insurance Requirements Established by the Legislature
The following limits have been set by the Legislature as
Established by Senate Bill 311, 2009 Session
Set requirements for;
General Liability – Bodily Injury/Death – Property Damage
Automobile Liability – Bodily Injury/Death – Property
Damage
Workers Compensation
Builder’s Risk
Tail Coverage
Capital Construction
Insurance Limits
Commercial General Liability
Bodily Injury/Death (per occurrence)
$2,000,000 from now until June 30, 2015
Commercial General Liability
Bodily Injury/Death (aggregate limit)
$4,000,000 from now until June 30, 2015
Property Damage (per occurrence)
Set at $100,000 as of January 1, 2010
Increases at a maximum of 3% per year
Property Damage (aggregate limit)
Set at $500,000 as of January 1, 2010
Increases at a maximum of 3% per year
Capital Construction
Insurance Limits
Automobile Liability
Bodily Injury/Death (per occurrence)
$2,000,000 from now until June 30, 2015
Property Damage (per occurrence)
Set at $100,000 as of January 1, 2010
Increases at a maximum of 3% per year
Capital Construction
Insurance Limits
Overcoming the Challenge of meeting limits
Coverage is not required until a supplement
is signed for work at a specific campus.
Not needed for RFP submittal.
Initial payments are challenge
Smaller projects can often get waiver to lower
level of $1M occur./$2M aggr. – No waiver lower
than this.
Umbrella above $1million base is an option
May limit quantity of projects
Coverage held by contractor often grows
with the size of the projects contracted.
Capital Construction
MWESB Certification
State of Oregon MWESB Certification
OUS Policy requires Universities to report annually on
Certified MWESB contracts for both purchasing and
construction
These reports are being reviewed at the State Board and
the Legislature
Only Certified MWESB contractors and consultants
count in participation numbers
Two certified MWESB contractors required to be
solicited for every retainer project being advertised.
Quality services provided by MWESB contractors and
consultants will be sought after to improve rates at
Universities
We NEED to know who you are. CERTIFICATION PUTS
YOU ON A LIST WHERE WE CAN FIND YOU!
Capital Construction
UO - Contracting Options
Contract Types
OUS Retainer Contracts
Projects up to $1 million as described earlier
UO – Non retainer Contracts
Typically a $25,000 cap
Usually a direct negotiation for price
Public Improvement Contracts
Low-bid projects over $1 million
CM/GC Contracts
Large, complex capital projects ranging typically ranging from $ 5
million to $200 million.
Capital Construction
UO - Making Contact
Introduction Opportunities
Attend previously identified events
Select group of attendees from our office
Presentation options in Eugene
Arranged presentations to Project Development Team
First Wednesday of every month at noon
Every other Thursday in the morning
Bring information regarding experience
Photos
References
Discuss your business and what your areas of expertise are
Leave behind contact information
Let us know if you are on the OUS Retainer program
Capital Construction
UO - Project Types
Project Types
Large Capital Projects
New Buildings
Additions and Renovations
Complete Building Renovations
Medium Sized Capital Improvements
Partial Building Renovations
Laboratory Renovations
Classroom Renovations
Exterior Renovation/Restoration
Mechanical/Electrical Upgrades
Small Capital Improvements
Roofing
Painting
Carpet Installation
Office Renovations
Exterior Site Work
Capital Construction
UO MWESB Contracting
FY 2009 Project Expenditures
Total Expenditures with MWESB Firms
Small Projects
$2,743,593 - Direct Contracts
$2,829,103 – Sub-Contractors
CM/GC Projects
Total
$2,497,943
Minority Owned
$872,680
Women Owned
$931,695
Emerging Small Business
$990,277
Capital Construction
UO MWESB Contracting
FY 2010 Project Expenditures
Total CM/GC Expenditures with MWESB Firms
$5,441,710
Minority Owned
$1,720,523
Women Owned
$2,376,961
Emerging Small Business
$1,144,656
Capital Construction
UO MWESB Contracting
FY 2011 Project Expenditures
Total CM/GC Expenditures with MWESB Firms
$9,870,377
Minority Owned
$2,342,162
Women Owned
$5,854,537
Emerging Small Business
$2,826,969
Capital Construction
Projects 2012&Beyond
Medium Projects
Less than $1 million
Retainer Contract Projects (15-20 annually)
Roofing – 3-4 per summer
Exterior Renovation/Restoration
1 major + 1-2 Minor annually
Interior Renovations
Classrooms 2-3 per year
Laboratories 2-4 per year
Misc. 3-5 per year
M/E/P Upgrades
2-3 per year
Capital Construction
Projects 2012&Beyond
Large Projects
Allen Hall Addition and Renovation
Lease Crutcher Lewis – CM/GC
Currently Underway
Bidding Data Center Package in late March
Straub Hall Renovation
Fortis Construction – CM/GC
In Design
Bidding Spring 2013
Summer 2014 or 2015 – Potential Projects
Student Recreation Center Expansion
Student Union Renovation & Expansion
Chapman Hall Renovation
Other Legislative Requests
Capital Construction
Projects 2012&Beyond
Where to Watch
OUS Procurement Website
http://www.ous.edu/bapp/bopps/
Retainer Contract Projects
Direct Sub-trade contracting opportunities
Bidding opportunities to Retainer GC’s
CM/GC
Sub-trade bid opportunities
UO Wrap-Up
Please take a moment to visit:
http://pcs.uoregon.edu/content/feedback-requestnew-vendor-registration-portal.
UO Reverse Vendor Fair – February 2013