The Prequalification Process for Telecommunication Contractors of By Rob Friend, RCDD, RTPM(i) & Cindy Towles, LEED AP
Introduction Rob Friend, RCDD, RTPM(i) Cindy Towles, LEED AP Why do a Prequalification i Process? Better pool of Bidders More competitive More highly qualified Good Contractors will stay involved
Pros of Prequalification Better bidding pool More opportunity for the Consultant to understand the job Better relationship with/between the Owner, Consultant and the prequalified Contractor
Cons of Prequalification Adds time and cost to the overall project Administratively challenging
Why provide this presentation? Explain the process of Prequalification Educate Owners Educate Consultants Educate Contractors
Three Relevant Aspects Technical component Administrative involvement Owner s input
Steps in a Prequalification Process List of Contractors Advertisement for Prequalification Prequalification Document Checklist Project & Overall Score Sheet Summary Letters to Contractors and the Owner List of Qualified Contractors
List of Contractors Recommendations from the Owner Consultant s experience of capable Contractors Previously known relatively qualified Contractors from other reliable sources Create a spreadsheet: Name/Address/Contact Person/Phone/Fax/Email/Notified/Picked up or sent package checkbox You want to make sure people know
Advertisement for Prequalification Handled by Owners Name of Work/Project Number Estimated Construction Cost Required Licenses Description of Work Conference: Mandatory Availability & Due Date Website Info
Mandatory Prequalification Conference Sign In Hand Out Prequalification Packet Review Requirements Review Submittal Dates Questions Review Project
Prequalification Questionnaire Basic Contractor Questions General Description of Work Instructions on how to reply
Prequalification Questionnaire, cont d Evaluation Criteria Licensing Bonding Financial Ability Insurance Capacity Relevant Experience History & Organization Projects j t of Similar il Size, Scope and Complexity Project Team (Manager, Supervisor, Splicing Team, etc.)
Questionnaire Attachments Complete Contractor Information Questions Confirm License Requirements and General History Complete Project Experience Data Sheets Complete Staff ffquestions
Attachments, cont d Demonstrate Safety Record Confirm Bonding Capacity Meet Insurance Requirements Meet Submittal Requirements
Questionnaire Details Contractor Information Questions Name & Vital Statistics Declaration License Requirements and General History License Info # Years in Business Type of Ownership Suspension or Disqualification
Questionnaire Details: Project Experience Data Sheets (3 Project Minimum), i cont d Typical Questions, cont d Project Information Value Matching Scope: Cable Sheath in Feet Number of Strands Splices Closures Etc.
Questionnaire Details: Project Experience Data Sheets (3 Project Minimum), i cont d Typical Questions, cont d Other Project Information Work Hours Active Strands Innerduct Riser Fiber Furniture Wireless Confined Space As-Builts CAD Backgrounds Testing & Certification
Questionnaire Details: Staff ffprofessional Capabilities i Description of Size CAD Capabilities Proposed Staff PM Supervisor Specific Crews Splicing Terminating Pulling Build-Out
Questionnaire Details: Safety Record Safety Program Illness & Injury Prevention Program (IIPP) provide copy Current MOD Rate (EMR) 1.0 or less is good Safe to Work Program OSHA 200 Log Incident Rate Lost Day Rate Compare a company s annual losses in insurance claims against its policy premium over a 3 year period
Questionnaire Details: Declarations to match Owner s Requirements Certifications of: No violations of Part 1 of Div 5 of the California Labor Code EMF below 1.00 IIPP pursuant to Section 3201.5 or 6401.7 of the Labor Code
Questionnaire Details: Declarations to match Owner s Requirements, cont d Surety Questions Bonding Surety Info Provide Surety Declaration Include Power of Attorney and Sign Notarization
Questionnaire Details: Declarations to match Owner s Requirements, cont d Insurance Questions General Liability Limits $5M/10M Certificate of Liability $5M Insurance Declaration Signed and Notarized
Questionnaire Details, cont d Check List Basic Items Yes/No Fail/Pass Scoresheet Per Project Align with the questionnaire Assign points for meeting requirements listed on the scoresheet List minimum number of points to prequalify
Summary Spreadsheet Contractor Overall Result Overall Scoresheet Evaluation Number of Passing Prequalifying Projects List Projects and Reason for Failure Letters to unsuccessful contractors
Remedy Period Contact contractors with hope of remedy Determine who simply cannot qualify Limit remedy period Review submittals Summarize results
Summary of Results Summary Letter To Owner Backup Provided List of Qualified Contractors Publish the List Letters to the Successful Letters to the Unsuccessful
Who Stands to Benefit from Prequalifications? Owners Contractors Consultantsl Administrative Side Significant Throughout Need to track dates and submittals Need to create forms Need to evaluate
The End Thank You