Illinois Capital Development Board Presentation 8Nov23.pptx

Illinois Capital Development Board

Doing business with the State of Illinois and the Capital Development Board

EXECUTIVE DIRECTOR

JIM UNDERWOOD

Agency Information CDB has supported the State of Illinois since 1972 Oversees construction for:

Correctional centers College and university buildings Mental health hospitals State parks Responsible for over 8,770 state-owned buildings 141 Full-time employees

Board Information

Seven Member Bi-Partisan Board

Appointed by Governor / confirmed by Illinois Senate Serve four-year unpaid terms Charged with selecting Executive Director Board approves design selections, proceed orders and change orders

REMI – CDB jobs creation chart/narrative

Agency Mission Efficiently manage the vertical construction projects and capital planning in Illinois for State Agencies and Higher Education Institutions Ensure that quality capital projects are delivered on schedule and on budget Provide a fair and inclusive environment to support diversity efforts in the design and construction industries e-Builder Industry Training Sessions Architectural and Engineering Firms - Qualification-Based Selection Submissions Wednesday, November 15: 1-2 PM CT Wednesday, December 13: 1-2 PM CT

Construction Contractors - Construction Bidding Wednesday, November 29: 1-2 PM CT Wednesday, December 20: 1-2 PM CT

Rebuild Illinois Capital Plan Update

Rebuild Illinois Capital Program Rebuild Illinois Capital Plan - $45B

Currently in 4th year rollout of 6-year plan.

$2.3 billion for public higher education deferred maintenance, programmatic projects and grants.

$3.1 billion for state facility deferred maintenance and improvement projects.

$1.1 billion to support new state facility construction projects and large-scale renovations for programmatic improvements.

$750 million for grants to support healthcare, early childhood education and innovation projects around the State.

RBI provided over $2.5 billion in funding for investments in deferred maintenance and upgrades at our state facilities, which is designed to be utilized over a six-year period. There is currently over $1.5B uncommitted funds to support investments in state-owned infrastructure around Illinois, allowing CDB to continue with current commitments and begin new projects in the coming years.

Rebuild Illinois Capital Program

CDB is currently managing 683 active projects/phases valued at $5.7B 18 projects/phases in pre-design valued at $58M 360 projects/phases in design valued at $2.9B 257 projects/phases in construction valued $2.2B 48 projects/phases in close out stage valued at $528M

Capital Planning/QBS

CDB ADMINISTRATOR OF CAPITAL PLANNING/QBS,

BRENT LANCE

Qualification Based Selections (QBS)

A/E Selection Process Legislature Approves Project GOMB Releases Funds Qualification Based Selection Full QBS CDB Advertises Project in PSB A/E’s Submit Qualifications for Project CDB Staff Pre-Screens Submittals A/E Selection Committee Ranks 3 Firms in Order of Preference CDB’s Board Approves Committee Recommendations Other Selection Methods Small Contract Emergency Best Interest

Professional Services Bulletin (PSB)

FY23 Selections Selection Committee

96 selections were completed in FY23.

60 firms were selected.

61 of the projects have had participation goals applied.

MBE/WBE/VBE/PBE firms were selected as Primes for 40 of the 96 projects.

Other Selections QBS Exempt Selections

Small Contracts (under $25k), Best Interest of the State, and Emergency Selections are exempt from the specific requirements of the QBS Act.

Fair Employment Practices

Fair Employment Practices unit is - All things Diversity – at CDB FEP is involved in all parts of a project; diversity is a key component We pay Project over $1M will have goals; any over $5M need both MBE and WBE participation There’s no a standard goal We assess dollar value, scope, available talent Can always schedule a 1-on-1 to go over all the information Pre-bid - great place to find potential partners

CDB FEP ADMINISTRATOR,

JESSE MARTINEZ

CDB Fair Employment Practices (FEP) Administrator

FY23 Participation 22% overall diversity participation on total contract dollars awarded.

On projects where we can set goals, CDB reached 28% diversity participation.

Goals

Construction Projects over $250K A/E Projects over $1M

CERTIFIED

PREQUALIFIED

Attend Outreach Meetings

Attend Pre-Bid Meetings

Network At CDB And Other Trade Events

Reaching Out To Other Firm’s Outreaches

Strategies to Partnering Let the Capital Development Board host outreach events between primes and MBE/WBE/PBE/VBE firms to partner with.

Please contact jmoore@carmonastrategicsolutions.com for a one-on-one technical assistance.

Good Faith Effort

Reasonable number of MBE/WBE/PBE/VBE Work selected Not imposing any conditions Engaged Fair Employment Practices (FEP) Attended Capital Development Board pre-bid meetings Provided copies of all bid solicitation letters Mathematical errors

Enforcement & Compliance 670 Subcontractor Add/Change Form

Contractor’s Schedule of Values Lien Waivers Site Visits

CDB CONSTRUCTION

ADMINISTRATOR

TIM PATRICK

Delivery Methods

Multiple Prime Single Trade Single Prime Design-Build Construction Management Design Assist Small and Emergency Projects

CDB selects a construction delivery method based on the project’s complexity, scope, completion timeline, geographical area, user agency’s request, and availability of skilled workforce.

Multiple Prime

An architect/engineer (A/E) is selected and works to develop the design drawings and a bid package for each applicable subdivision/trade of work (plumbing, heating, ventilation, electric, general, fire sprinkler) on the project.

When the project is fully designed, each trade is put on the street for contractors to bid on separately.

Contracts are awarded to the successful responsible and responsive low bidder in each subdivision/trade of work.

Multiple Prime - Traditional design-bid-build construction bidding method where CDB procures each subdivision of work on a construction project separately.

Single Prime with Protected Subs The protected subcontractor concept is unique in State Procurement Delivery.

Project can be of various sizes of construction budgets in value to utilize this tool.

Fosters strong teamwork

Reduce change orders

Limits claims

Meets schedules

CDB CONTRACTS ADMINISTRATOR

JOEL MEINTS

Prequalification & Vendor Registration with CDB

Prequalification Two types of designations vendors will encounter at CDB:

Prequalification – the process that CDB uses to verify that vendors meet requirements to be able to contract directly with the CDB. Some consultants, subconsultants also may need to be prequalified. Protected subcontractors clearly defined on the bidding form with the Single-Prime delivery method must also be prequalified

Vendor Registration – for subcontractors, A/E specialty consultants and material suppliers that do not wish to be prequalified and bid directly with CDB. Subcontractors are not required to be prequalified

Both Prequalification and Registration are active for three years

Firms must be prequalified the day PRIOR to bidding or providing submittals for selection

Prequalification applications may take up to 45 days, vendors are urged to prequalify as soon as possible

Starting January 1, 2023 Illinois Procurement Gateway (IPG) registration is required for all vendors that are renewing prequalification or a new vendor seeking prequalification.

New firms must complete a CDB Training Seminar during the first year of prequalification. When offered, training opportunity can be found on the website under the Architect/Engineer or Contractor pages. Previously prequalified firms must also maintain a staff member who has attended the training.

IPG

The State of Illinois Chief Procurement Office has made available the Illinois Procurement Gateway (IPG). The IPG (https://ipg.vendorreg.com/) is a streamlined, online process that allows those doing business with the state (including contractors, subcontractors, architects, engineers and consultants) to enter, organize, and submit information, certification and disclosure documents online, in advance of a particular procurement. Not required for subcontractors but can speed up the process if they have contracts with a prime vendor that exceeds $100,000.

Prequalification’s Application Three different types:

Architect/Engineer

Contractor

Construction Manager/ Program Manager

A/E The Illinois 30 ILCS 500 Procurement Code and Capital Development Board (CDB) rules require that professional design firms be prequalified.

Illinois law requires corporations, partnerships and sole proprietorships practicing architecture, professional engineering, structural engineering or land surveying to be licensed with the Department of Professional Regulation (DPR)

Prime Contractor wishing to contract directly with the CDB Subcontractors who are planning to perform work as a Protected Subcontractor as defined for the Single Prime Delivery method also are required to Prequalify

Valid Illinois firm licenses:

Plumbing Fire Sprinkler Roofing Asbestos Abatement Underground storage tank removal Lead abatement

Construction Manager/Program Manager CM/PM wishing to contract directly with the CDB

Application

Documentation associated with the application:

Non-Residential Experience, Bonding Capacity, References State Board of Elections, Secretary of State, Financial Disclosure and Conflict of interest, licenses, and Department of Human Rights

Joint Ventures 00 21 60 JOINT VENTURES .1 General. Two or more prequalified contractors may submit a bid as a Joint Venture. If a Joint Venture submits the lowest responsible and responsive bid, CDB will require disclosure of the contractual arrangement between the members of the Joint Venture prior to award. At a minimum, the Joint Venture documents shall identify the consent of surety and insurance underwriters to insure the joint venture in accordance with CDB requirements.

Two or more vendors may combine to form a Joint Venture (JV).

All vendors in the JV must be pre-qualified with CDB.

One vendor in the JV must be willing to accept payment from Illinois Office of the Comptroller (IOC) CDB will need a copy of the JV agreement

If the vendors forming the JV are creating a new business entity (FEIN #) New business entity will need to be pre-qualified Payments can go to the new entity if they are pre-qualified and meet the requirements of IOC.

https://cdb.illinois.gov/business/prequalification.html

Upcoming Bidding Opportunities

Future Bid Opportunities

Current Bid Opportunities

Business Enterprise Program (BEP)

High level Certification Overview

History Created in 1984 pursuant to the Business Enterprise for Minorities, Females, and Persons with Disabilities Program Act (30 ILCS 575), the BEP continues its efforts to drive procurement access for minority, female, and persons with disabilities owned businesses.

Vendor Pool BEP is actively working to increase the number of vendors through partnerships with the City of Chicago, Cook County and various other recognition partners.

Value Proposition Membership matters. Recognition is option reciprocal and can lead to other procurement opportunities. BEP certification is FREE and programming is tailored to support capacity building.

Recent News As of January 1, 2022, the Business Enterprise Program transitioned to the Commission on Equity and Inclusion (CEI).

Business Enterprise Program (BEP) Overview

Certification Requirements

At least 51% owned and controlled* by a minority, woman or person with disabilities.

*Day-to-day control of business functions, decision-making, knowledge, etc.

Owner is U.S. Citizen or US foreign national Annual Gross is $150 million and under Veteran Status DD-214 Qualified veterans who are Illinois residents must hold 51% The business home office must be in the State of Illinois.

BEP

Program Eligibility

Businesses owned and controlled by individuals in the following eligible groups may submit applications for certification:

African American – a person having origins in any of the black racial groups in Africa.

Hispanic – a person of Spanish or Portuguese culture with origins in Mexico, South or Central American or the Caribbean (regardless of race).

American Indian or Alaskan Native – a person having origins in any of the original people of North America.

Asian American – a person having origins in any of the original peoples of the Far East, Southeast Asia, the Indian Subcontinent or the Pacific Islands.

Female – a person who is a citizen or lawful, permanent resident of the United States, and who is of the female gender.

6) Person with a disability.

All applications are subject to an Annual Confirmation of Eligibility according to JCAR Title 44 Part 30 Sec. 30.72

Application Types

Full Certification

Recognition

FastTrack

BE BEP

6 No Change Affidavit

All applications are subject to an Annual Confirmation of Eligibility according to JCAR Title 44 Part 30 Sec. 30.72

All applications are subject to an Annual Confirmation of Eligibility according to JCAR Title 44 Part 30 Sec. 30.72

All applications are subject to an Annual Confirmation of Eligibility according to JCAR Title 44 Part 30 Sec. 30.72

Recognition Partners The Illinois Unified Certification Program DBE

FastTrack Agencies Partner’s

Be BEP Partner’s

Starting the Application

Go to https://ceibep.diversitysoftware.com Click on Apply for BEP and/VEP Certification Create an Account

Resources https://www.aptac-us.org/ https://dceo.illinois.gov/businesshelp/smallbusinessassistance.html image2.png image3.jpeg image4.png image5.png image6.png image7.png image8.png image9.jpeg image10.jpeg image11.png image12.png image13.png image14.png image15.png image16.png image17.png image18.png image19.png image20.emf image21.emf image22.emf image23.emf image24.png image25.jpeg image26.png image27.png image28.jpeg image29.emf image30.emf image31.PNG image32.jpeg image33.png image34.jpeg image35.jpeg image36.jpeg image37.png image38.png image39.png image40.png image41.jpeg image42.png image43.png image44.png image45.jpeg image46.jpeg image47.jpeg image48.png image49.png image50.png image1.png