FACILITIES CONFERENCE
April 24-26, 2013
Aleve Your Pain with Contracting
Facilities Professional/Technical Master Contracts
Facilities Professional/Technical Master Roster
Job Order Contracting
Minnesota State Colleges and Universities
The Minnesota State Colleges and Universities system is an Equal Opportunity employer and educator.
Aleve Your Pain with Contracting
Presented by
 Heidi Myers, System Director of Design and Construction
 Jeanne Qualley, Program Manager
 Jim Morgan, Program Manager
Agenda
 Facilities Contract Review
 Professional/Technical
 Construction
 New rollouts
 Facilities Professional/Technical Master Contracts
 Facilities Professional/Technical Master Roster
 Job Order Contracting
Professional Technical Selection
 Facilities Professional /Technical (PT) Selection Guidelines
Covered in white paper
 Selection options based on
 Contract amount
Thresholds: $50K, $100K, $200K and above
 Type of Service
A/E, OR, Other
 Contract type
Covered on next slide
 Facilities PT Master Roster
NEW - Covered in this presentation
Professional Technical Contracts
 Facilities Professional Technical Contracts
 Facilities PT Master Contract (MC)
NEW - Covered in this presentation
 Facilities PT contract
 Facilities Owner’s Representative contract
 Facilities Roof Designer contract
NEW - Covered in April 25 speed topic
 AIA B101
In process of updating
 AIA B103
In process of updating
Contractor Selection
(Project Delivery Methods)
 Design / Bid / Build (D/B/B)
Minimum Qualifications - Covered in April 25 speed topic
 Construction Manager at Risk (CM@r)
Lessons Learned - Covered in April 25 presentation
 Job Order Contracting (JOC)
NEW - Covered in this presentation
 Admin’s annual master contracts
 Guaranteed Energy Savings
Lessons Learned - Covered in April 24 speed topic
 Campus Cooperative
Contractor Selection Guidelines
 Facilities Construction Contractor Selection Guidelines
Covered in white paper
 Facilities Construction Request for Bid (RFB) requirements
Covered in white paper
 Facilities Construction Contractor Selection Requirements
Covered in white paper
Vendor Selection Preferences

Preference for Small Businesses

Targeted Group (TG)
Verify TG on State’s directory at
http://www.mmd.admin.state.mn.us/process/search/

Economically Disadvantaged (ED)
Verify ED on State’s directory at
http://www.mmd.admin.state.mn.us/process/search/

Veteran Owned (VO)
Verify the status of veteran-owned businesses at U.S. Veterans Affairs
website https://www.vip.vetbiz.gov/
Vendor Solicitation Terminology
 Request for Information (RFI)
Used for collecting detail information prior to sourcing out work
 Request for Qualifications (RFQ)
Used for shortlisting, often prior to RFP
Selection based on qualifications
 Request for Proposal (RFP)
Used for service based contracts (PT and CM@r)
Selection based on qualifications and may include cost
 Request for Bid (RFB)
Used for construction contracts and material purchase
Selection based on cost
Facilities P/T Master Contracts
 Overview
 Background
 History
 ‘New’ 2013 Master Contracts
 Contract differences
 P/T List differences
 Purchase order differences
 P/T Master Contract Transition
 New Master Contract
 No Master Contract
 Questions?
Facilities P/T Master Contracts
Overview
 Background of Master Contracting
 MnSCU system office requests information from firms and executes
contracts
 Master contracts are maintained at system office – contact your
Program Manager if you want a copy of a firm’s contract
 Master contracts ONLY require firm ability to sign contract and provide
evidence of insurance
 No proficiency screening is conducted
 History of Contracts: Existing Facilities P/T Master Contracts
 First P/T master contracts in 2007
 245 firms on current P/T List
 Current P/T List expires June 30, 2013
Facilities P/T Master Contracts
New ‘2013’ Master Contracts
 Contract Differences
Effective May 1, 2013
5 year term for each contract (rolling contracts)
Annual opening for new firms or renewal of contracts
Rotate project solicitations to firms on P/T List
Fee options
 Hourly not to exceed with consultant reimbursables included
 Fixed lump sum
 Reimbursales to be included with firm’s rates (Examples: consultant
travel and subsistence, consultant printing)
 Similar to AIA contract documents
 5 year term for each contract (rolling contracts)





Facilities P/T Master Contracts
New ‘2013’ Master Contracts
 P/T List Differences
 Categories of services has been consolidated from 50 to 22
 Example: New category of Building Envelope/Restoration includes
multiple old categories of building envelope, masonry restoration,
restoration, windows & waterproofing consultants
 New category of ‘MN Registered Architects/Engineers’
 Consultant’s contract expiration date to be on List
 Purchase Order Differences
 Data entry into ISRS field code of FPTMC001
 Fees and reimbursables can be on same PO
Facilities P/T Master Contracts
New ‘2013’ Master Contracts
- Enter code
FPTMC001 in
the new ‘NonSWIFT’ Contract
Nbr field.
- Communicate
with business
office
Facilities P/T Master Contracts
P/T Master Contract Transition
 Consultant has New Master Contract
 Convert contract between May 1 & June 30
 Create new PO with remaining contract balance; include FPTMC001
 Close old PO
 Consultant has No Master Contract
 List of consultants covered in PT Master Contract white paper
 Work complete by June 30 - No action necessary
 Work not complete by June 30
 Prior to June 30, 2013
 Execute Facilities P/T Contract with consultant and obtain
insurance
Facilities P/T Master Contracts
Facilities P/T Master Roster
 What? List of Specialty Consultants
 Who? Consulting firms that perform studies, reports, design
reviews, or construction observation and testing. These
include:
 Waterproofing
 Exterior Masonry
 Exterior Window/Curtain Wall
 Roofing
 Industrial Hygienists.
 Why? Formalizes the list of consultants who have been doing
these services in the past.
Facilities P/T Master Roster
 How? Selecting Consultants for Specific Projects:
 Facilities P/T Master Contract
 Facilities P/T Services Contract
 AIA B101 Architects Contract for projects greater than $100,000.
 When? By May 1, 2013
 Where? The Specialty Master Roster list will be posted on the
MnSCU Facilities web site.
Job Order Contracting
 Development committee
 Job Order Contracting (JOC)
 Summary
 Highlights
 Campus Use Process
 JOC Master List Information
 Questions?
Job Order Contracting
Development Committee
 Roger Broz, Minneapolis Community &
Technical College
 Tom Doody, St. Paul College
 Judy Enright, Riverland Community
College
 Roger Freeman, Anoka Ramsey CC &
Anoka Technical College
 Ron Fields, MN State University,
Mankato
 John Frischmann, St. Cloud State
University
 Tim Norton, St. Cloud State University
Job Order Contracting
Overview
 Authorized by MS 16C.35
 Construction Cost less than $250,000
 New construction delivery method to MnSCU that
supplements our current processes
 Not a requirement for MnSCU campuses to use JOC
Construction Master Contracting
 Method of getting small, simple and commonly encountered
construction projects done easily and quickly
Job Order Contracting
Overview
 Restroom or office renovation
 Technology install into classroom
 Install sidewalks or curbs
 Replace and add light fixtures
 Roof repairs
 Paint classrooms, hallways,
and/or offices
 Replace drinking fountains
Job Order Contracting
Highlights
 Contractors are pre-qualified
 Contractors are required to execute a 5 – year Construction
JOC Master Contract
 Bid solicitation based upon monetary threshold, construction
type & location of work:
 Up to $50,000
2 bids (minimum)
 $50,001 - $100,000
3 bids (minimum)
 $100,001 - $250,000
4 bids (minimum)
 Lowest responsible/responsive bidder is awarded project
 Construction contract work up to $250,000 without public
advertising
Job Order Contracting
Campus Use Process
 Planning
 Read the JOC Master Contract Instruction
 Rotate work – minimum of 1 new contractor for bidding that has not
previously been invited to bid for your campus
 Review Master Contract end date – ensure project will be complete
prior to expiration of master contract
 Bidding
 Determine type of construction services/trades required in project
 Solicit bids from contractors on JOC Master Contract list category
 Distribute bid form, DOLI prevailing wages & bidding documents
 Retain documentation on contractors that were invited to bid; invite
TG/ED/Veteran owned business
Job Order Contracting
Campus Use Process
 Contracting
 Receive & review bids to ensure project can be completed at the
dollar amount under the bidding thresholds. Maintain a contingency
buffer for potential change orders.
 Select the lowest responsive & responsible bidder
 Obtain certificates of insurance and P&P bonds (if req’d)
 Issue Notice to Proceed, purchase order reference FPTMC001 and cc:
State Human Rights (if req’d)
 Reporting
 Retain documentation on contractors that were invited to bid
 Semi-annually – submit documentation to system office for
contractors that were invited to bid
Job Order Contracting
Master List Information
• General Contractor – main responsible party for the project & capable of
performing construction work as a contractor
• Fire Suppression – sum of all work to create a system that extinguishes a
fire
• Plumbing – all work consisting of the pipes and fixtures for the distribution
of water or gas in a building
• HVAC – sum of all work to create a system that provides heating,
ventilation and/or cooling
• Electrical – services relating to, producing, or operated by electricity
• Communication – combination of low voltage links and networks that
serve a general function for audio visual, security, energy management or
other systems
Job Order Contracting
Master List Information
 Company
Information
 Construction
Trade
Categories
 Example:
Electrical
contractor (own
workforces) who
will travel to 4
campuses
Date
2a. TG Status (indicate yes/no)
2b. ED Status (indicate yes/no)
Company
2c. Veteran Preference (indicate yes/no)
Contact
Person:
me:
Title:
dress:
Email:
Telephone:
ebsite:
Fax:
Services: Check the construction services/trades that your firm provides with its own workforce
de 1:
General Contractor
Trade 4:
HVAC (Mech)
de 2:
Fire Suppression (Mech)
Trade 5:
Electrical
de 3:
Plumbing (Mech)
Trade 6:
Communication
Locations: Check the institutions where your firm is able to provide the above services
icate the MnSCU institutions (map provided for reference) that your company would be willing to perform construction services.
e the box to the left to indicate the institution.)
Alexandria Technical & Community College
Anoka – Ramsey Community College
Anoka Technical College
Bemidji State University
Central Lakes College
Century College
Dakota County Technical College
Fond du Lac Tribal & Community College
Hennepin Technical College
Inver Hills Community College
Lake Superior College
Metropolitan State University
Minneapolis Community & Technical College
Minnesota State College – Southeast Technical
Minnesota State Community & Technical
College
Minnesota State University, Mankato
Minnesota State University, Moorhead
Minnesota West Community & Technical
College
Normandale Community College
North Hennepin Community College
NEHD – Hibbing Community College
NEHD – Itasca Community College
NEHD – Mesabi Range Community & Technical College
NEHD – Rainy River Community College
NEHD – Vermilion Community College
Northland Community College
Northwest Technical College
Pine Technical College
Ridgewater College
Riverland Community College
Rochester Community & Technical College
St. Cloud State University
St. Cloud Technical & Community College
Saint Paul College
South Central College
Southwest Minnesota State University
Winona State University
Job Order Contracting
Master List Information
Job Order Contracting
Master List Information
HVAC
Elec
Low Volt
x
Plbg
x
3/5/2013
x
4/1/2013
x
3/20/2013
x
x
x
Alliant Engineering, Inc.
Ambe Ltd.
Amcon Construction
American Engineering Testing (AET)
Anderson Services, PLLC
Anderson Engineering of MN
Angstrom Analytical, Inc.
Ankeny Kell Architects (AKA)
Antal & Associates, Inc.
Antea Electrical
Apollo BBC, Inc.
Architectural Alliance
Architectural Resources Inc.
Architectural Testing
Architecture One
Armstrong Torseth Skold & Rydeen Inc.
Ashley Engineering
Barr Engineering Co.
Bay West, Inc.
BHH Partners Planners/Architects
BKBM Engineers
x
Fire
x
x
GC
HVAC
Plbg
x
Low Volt
x
Bemidji
Elec
x
Fire
Business
106 Group Ltd (The)
292 Design Group, Inc.
Adkins Association Inc.
Advantage Point Group, Inc.
AKF Group LLC
Akiba Architects
GC
Anoka Techncial
x
x
4/25/2013
x
x
x
x
x
x
4/1/2013
x
4/1/2013
x
x
4/25/2013
x
x
x
x
x
x
x
x
x
3/5/2013
x
x
x
x
x
x
x
x
3/5/2013
 2 bids req’d
 Note date
of
solicitations
 Example
option of
who bids
sent too
x
x
 Project est.
$30k
 Need to
complete
ALL in
category
Job Order Contracting
Questions
Provide feedback to
Heidi Myers
651-201-1773
Heidi.myers@so.mnscu.edu