the professional group missy mudry, cppb · missy mudry, cppb february 23, 2017. over $100k less...
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The Professional Group Public Consulting, Inc.
Missy Mudry, CPPB
February 23, 2017
Over $100K
Less than $100K
JOC: lots of strings
Design Build-CM@R
Quotes
Formal Solicitation
Co-ops
Only a Few Vendors receive work
Procurement Thresholds
How does Cooperative Purchasing work given these thresholds?
Definitions as used in Construction
Quotes
Co-op Quote
IFB
LE
4
Best price that day, open to all, most competitive.
Means CM@R, design-build, & JOC construction services.
This is a JOC. Quicker method but issues with: permission, only large firms, more expensive, lack of oversite, fees.
Simple: provide basic SOW, response is under $100K, license, insurance, bonds optional
APDM
The Design of the project is a Team Effort
Involves Two Contacts with different fees
The Design Team is the A&E Firm and the CM@R Firm working together from start to finish
Construction Manager @ Risk (CM@R)
First for Design Services Fee %
Next for Construction services1. General
Conditions2. CM@R Fee
as a %
Solicitation has many requirements
Must include how many phases; trades involved, legal/plot address, if using a Construction Administrator, etc, Open Book Audit
APDM
Specification
With “factors” why it is recommend using this method instead of the hard bid.
R7-2-1001, C, Brand Name
Determinations need to be made by School Board prior to moving forward:
Extremely rare Sole Source
Ex: Four roofs at the District; bid at same time. Multi-Award
With rationale why it is recommend increasing the limits prescribed in R7-2-1112, E,1 JOC Limits
USFR Q 4Aka After the
Fact
USFR Q29Professional
Services
USFR Q 1Notice
USFR Q 4Catch all
Were sequentially numbered purchase orders prepared beforegoods or services were ordered for all District expenditures?
Process of selecting at least three off list, interview, shortlist & then negotiate price
Public money. Did you notify enough firms, if labor is 50% of cost, must publish in ONC?
Did the IFB included all the requirements?
Where do Districts take the Audit hits?
