Wednesday, October 22, 2014

Free Webinar on "5 Steps for Communicating the Value of Procurement"

5 Steps for Communicating the Value of Procurement

When:  Monday, October 27, 2014 (9:00 am - 10:00 am Pacific Time) 

Where:  Your computer 

Cost:  Free, but registration required.  Click here to register. 

Description: We all know that procurement teams bring value to their organization, but how do you communicate that value in a meaningful way? While the physical act of recording savings and efficiencies isn’t complicated, how do you determine what calculation(s) you will use? What kinds of savings do you focus on? Does every saving have to have a cash value associated with it? Who is going to do the recording and when? How do you present the information to put Procurement in the best light? These questions and more are answered as we present the specific steps Multnomah County went through to articulate the value of procurement. At the end of this session, a roadmap is provided for you to take away and plan your own recording and reporting of the value of Procurement.

Sponsored by: Spikes Cavell

Registration:  Click here to register. 
Mike Purdy's Public Contracting Blog
© 2014 by Michael E. Purdy Associates, LLC
http://PublicContracting.blogspot.com

Tuesday, October 21, 2014

Applicants Sought for Washington's Project Review Committee

The Capital Projects Advisory Review Board (CPARB) is seeking letters of interest from individuals knowledgeable in the use of GC/CM and Design-Build to serve a 3-year term on its Project Review Committee (PRC). 

Open seats:  The following open seats will be filled by CPARB at its meeting on November 13, 2014:
  • 2 Owner - Higher Education
  • 1 Owner - School Districts
  • 1 Owner - Cities
  • 1 Owner - Counties
  • 1 Design Industry - Engineer
  • 1 Construction Manager
  • 2 Specialty Subcontractor
  • 2 Minority/Women Owned Business
Function of the PRC:  The Project Review Committee reviews applications from public agencies in Washington state interested in using either GC/CM or Design-Build for specific projects.  The PRC also certifies experienced public agencies, granting them authority to use these alternative project delivery methods without seeking PRC approval for each project. 

PRC meetings:  The PRC meets as often as bi-monthly to review project applications and hear applicant public agencies present their reasons for wanting to use GC/CM or Design-Build. 

To apply:  Individuals interested in serving on the PRC should submit a short letter (that will be posted on CPARB's website) by 5:00 pm on November 1, 2014 to Danelle Bessett at danelle.bessett@des.wa.gov.  The letter should include the following information:
  • Your name, title, and company or public agency name
  • Work address, email address, and best contact phone number
  • Short paragraph which highlights your skills, background or special knowledge for the PRC
  • Three references with contact information
Additional information:

Mike Purdy's Public Contracting Blog
© 2014 by Michael E. Purdy Associates, LLC
http://PublicContracting.blogspot.com

Thursday, October 16, 2014

Free Career Workshop in Bellevue, WA

Career Workshop

When:  October 20, 2014 (6:00 pm - 8:30 pm) 

Where:  Bellevue, WA (Bellevue Library, Room #1, 110 Ave. NE) 

Sponsored by:  ISM (Institute for Supply Management) - Western Washington 

Schedule:
  • 6:00 - 7:00 pm: Presentation about resumes and interview tips followed by Q&A session
  • 7:00 - 8:30 pm: Individual help with resumes and mock interviews.  Networking opportunities available.
Cost:  Free, but registration online at www.ismww.org is required.
Mike Purdy's Public Contracting Blog
© 2014 by Michael E. Purdy Associates, LLC
http://PublicContracting.blogspot.com

Wednesday, October 15, 2014

Job Opening: Contracts Manager

Active Construction, Inc. (ACI)
  • Position: Contracts Manager
  • Location:  Tacoma, Washington
  • Closing Date:  Open until filled
  • Salary: $55,000 to $65,000 Annually plus benefits (based on experience)
  • Job Summary: This position is responsible for preparing client contracts to be routed to company project managers and principals for review and execution.  The contracts consist of a mix of public, private, and federally funded works and have ACI in either a general contractor role or as a subcontractor.  In addition to reviewing ACI's contract with their client, this position would then develop a subcontractor agreement template based on the specifics of the project as well as setting up the document controls specific to each project.
  • Qualifications:  This position requires a basic understanding of contracts, specifications, flow-down risk, insurance, prevailing wages, etc., as well as involving heavy usage of MS Word and Outlook along with light usage of MS Excel.  The individual in the position must be organized, able to multi-task, and communicate with a variety of personalities.
  • About Active Construction, Inc.:  Active Construction, Inc. is actively involved with CFMA (Construction Financial Management Association), AGC, and many other construction industry agencies.  ACI promotes job/industry related education and encourages participation in various opportunities offered by these different agencies.  ACI is a union company as well as being an equal opportunity employer.
  • For More Information and to Apply:  Contact Lia Davis, Controller, at Active Construction, Inc., PO Box 430, Puyallup, WA 98371, or liad@activeconstruction.com for additional information or to submit your resume for consideration.
Mike Purdy's Public Contracting Blog
© 2014 by Michael E. Purdy Associates, LLC
http://PublicContracting.blogspot.com

Tuesday, October 14, 2014

WA State Auditor Issues Updated Guidance on Federally Funded Projects

The Washington State Auditor's Office has issued important updated guidance to local agencies about how they will interpret federal and local requirements working together, and what the Auditor's Office expects in terms of compliance.

Here's what the Auditor's Office wrote in their Fall 2014, Audit Connection newsletter: 

"Federal procurement requirements update:  In the past, our Office's guidance regarding procurements using federal funds indicated that local governments could rely solely on state bid law.  However, that guidance is being updated.  Procurements using federal funds must meet all of the applicable federal, state and local government-specific requirements.  Therefore, when there is state law that sets a threshold for small purchase procedures that is less restrictive than federal requirements, the local government's purchasing practices must also conform to the applicable federal regulations.

Federal regulations require that all purchases using federal funds meet certain bidding and procurement requirements.  The Circular A-102 Common Rule, currently adopted by federal agencies in their own regulations, allows non-federal entities to "use their own procurement procedures which reflect applicable State and local laws and regulations, provided that the procurements conform to applicable Federal law and the standards identified in this section."

For example, a local government may have state law thresholds that require quotes for purchases over $40,000 and bids for purchases over $75,000.  However, current federal regulations for small purchases (under $100,000) require it to obtain quotes from an "adequate number of qualified vendors" - which means at least two.  Therefore, we would expect to see quotes for all purchases below the state bid threshold of $75,000 or less.  Since the federal "micro-purchase" rules exempt procurements of less than $3,000 from these requirements, we would apply this guidance to purchases of $3,000 and above. (Note that the federal limit for small purchases will rise to $150,000 in December 2014.)

Additionally, the local government's policies and procedures for small purchases with federal funds should be consistent with its procedures for purchasing with state or local funds.  In other words, if the policy is to obtain three quotes (written or verbal), we would expect the same for the federal purchases."

Mike Purdy's Public Contracting Blog
© 2014 by Michael E. Purdy Associates, LLC
http://PublicContracting.blogspot.com

Monday, October 13, 2014

Job Opening: Purchasing Manager

Kitsap County, Washington
  • Position: Purchasing Manager
  • Location:  Port Orchard, Washington
  • Closing Date:  Open until filled
  • Salary: $61,484 to $78,478 Annually
  • Job Summary: The incumbent is responsible for the planning, managing, and coordinating of the County's purchasing function.  The incumbent insures the development and implementation of purchasing programs which result in economical use of County funds while meeting specific needs for goods and services.  The incumbent interacts with outside vendors, manufacturers, contractors and County employees at all levels.
  • For More Information and to Apply:  Click here.
Mike Purdy's Public Contracting Blog
© 2014 by Michael E. Purdy Associates, LLC
http://PublicContracting.blogspot.com

Wednesday, October 8, 2014

Training on Construction Bidding and Contracting

I am teaching three courses for NIGP at various locations across the country.  If you're interested in having me teach any of these classes for your NIGP chapter or public agency, please contact Faye Jackson at NIGP directly at FJackson@nigp.org.  If you're within Washington state, contact me directly. Here's a description of the courses.

Maryland State Capitol
in Annapolis
When Bad Things Happen to Bids: Strategies for Ensuring Successful Public Construction Projects:   I was in Annapolis, Maryland on September 12, 2014 teaching this course.  Here's an outline of this one day course: 

Why Aren’t Bidders More Careful?
  • Why Do Bidders Make Mistakes?
  • Missing Bid Prices
  • Conflict Between Numbers and Words
  • Bid Calculation Errors
  • Claims of Error
Is Your Bidder Playing Games?
  • Bid is Too Low
  • Incentive Payments
  • Unbalanced Bids
  • Conditioned or Qualified Bids
Will the Real Low Bidder Please Stand Up?
  • Additive and Alternate Bids
  • Tie Bids
  • Responsive Bids
  • Responsible Bidders
  • Local Bid Preferences
  • Bid Protests and Appeals
  • Conflicts of Interest
What Can You Do to Manage Bidding?
  • What Should Be on the Bid Form?
  • Why Should You Limit Submissions with the Bid?
  • On What Days Should You Not Receive Bids?
  • When is a Bid Late?
  • When Should You Take a Bid Guaranty?
Best Practices in Developing Public Construction Bid Documents:  I'll be teaching this course on October 27 in Savannah, Georgia.  Here's an outline of this one day course:

Principles of Preparation

Formats and Structures
  • Organizational Structures
  • Content Based Systems
  • What Are the Pros and Cons of Using Industry Approved Documents?
Components of Bid Documents
  • Advertisement for Bids
  • Instructions to Bidders
  • Bid Form
  • Payment and Performance Bonds
  • Bidding and Contract Reporting Forms
  • Contract
  • General Conditions / Specifications
  • Technical Specifications
  • Prevailing Wages
  • Specialty Reports and Studies
  • Addenda
Project Review of Bid Documents
  • Do the Bid Documents Reflect Your Objectives?
  • What Provisions Should You Tailor to a Project?
  • Who Should Review the Documents Before Advertisement?
Long Term Review of Bid Documents
  • Baseline Review
  • Annual Review
  • Internal and External Consistency
  • Training
Document Management and Control
  • How Can You Protect Your Standard Documents?
  • Where Should the Standard Documents be Electronically Stored?
  • Who Should Make Changes to Your Standard Documents?
  • How Can You Keep Track of Changes?
Procurement Tools for Ensuring Contractor Performance on Public Construction Projects:  I'll be teaching this class on November 3 in Phoenix, Arizona and then again on November 17 in Hagerstown, Maryland.  Here's an outline of this one day course: 

Is the Contractor Qualified?
  • Pre-qualify Bidders
  • Establish Bidder Responsibility Criteria
  • Specification Qualification Requirements
  • Subcontractor Approval Process
How Can You Manage the Bidding Process?
  • Develop Clear Bidding Documents
  • Optional vs. Mandatory Pre-Bid Meetings
  • Craft Clear Addenda
  • Accept Bidder’s Claim of Error
How Can Bonding Companies Help?
  • Bid Bonds and Other Bid Guaranties
  • Performance Bonds
  • Payment Bonds
  • Warranty Bonds
What Financial Tools Are at Your Disposal?
  • Withhold Retainage
  • Determine and Assess Liquidated Damages
  • Assess Actual Damages
  • Obtain Release of Claims Prior to Payments
What Are Effective Construction Management Practices?
  • Avoid Front-Loaded Schedule of Values
  • Inspect Work Performed
  • Review Pay Applications for Work Completed
  • Manage Claims Process
  • Control Change Orders Approved
Can You Evaluate Contractor Performance?
  • Features of Effective Contractor Performance Evaluation Programs
  • Using Results from Contractor Evaluations
When Can You Award Based on Price and Qualifications?
  • Best Value Procurement
  • Design-Build
  • Construction Manager at Risk
  • Job Order Contracting
Mike Purdy's Public Contracting Blog
© 2014 by Michael E. Purdy Associates, LLC
http://PublicContracting.blogspot.com