The Prequalification Process for Telecommunication Contractors. By Rob Friend, RCDD, RTPM(i) & Cindy Towles, LEED AP

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The Prequalification Process for

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Telecommunication Contractors

By Rob Friend, RCDD, RTPM(i)

& Cindy Towles, LEED AP

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Introduction

• Rob Friend RCDD RTPM(i)

Rob Friend, RCDD, RTPM(i)

• Cindy Towles, LEED AP

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• _{Why do a Prequalification Process?}

Better pool of Bidders

More competitive

More highly qualified

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Pros of Prequalification

Better bidding pool

More opportunity for the Consultant to understand the jobj

Better relationship with/between the Owner, Consultant and the prequalified Contractorp q

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Cons of Prequalification

Adds time and cost to the overall project

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Why provide this presentation?

Explain the process of Prequalification

Educate Owners

Educate Consultants

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Three Relevant Aspects

Technical component

Administrative involvement Owner’s input

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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

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List of Contractors

 Recommendations from the Owner

 Consultant’s experience of capable Contractors

 Previously known relatively qualified Contractors

 Previously known relatively qualified Contractors from other reliable sources

 Create a spreadsheet: Name/Address/Contact

 Create a spreadsheet: Name/Address/Contact Person/Phone/Fax/Email/Notified/Picked up or sent package checkbox

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Advertisement for Prequalification

Handled by Owners

Name of Work/Project Number

Estimated Construction Cost

Required Licenses

Description of Work

Conference: Mandatory

Availability & Due Date

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Mandatory Prequalification

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Conference

Sign In

Hand Out Prequalification Packet

Review Requirements

Review Submittal Dates

Questions

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Prequalification Questionnaire

Basic Contractor Questions

General Description of Work

Instructions on how to reply

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Prequalification Questionnaire,

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cont’d

Evaluation Criteria

Licensing

Bonding

Financial Ability

Insurance Capacity

Relevant Experience

History & Organization

P j t f Si il Si S d C l it

Projects of Similar Size, Scope and Complexity

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Questionnaire Attachments

Complete Contractor Information Questions

Confirm License Requirements and General History Complete Project Experience Data Sheets

C l t St ff Q ti

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Attachments, cont’d

Attachments, cont d

Demonstrate Safety Record Confirm Bonding Capacity

Meet Insurance Requirements M t S b itt l R i t Meet Submittal Requirements

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Questionnaire Details

Contractor Information Questions

Name & Vital Statistics

Declaration

License Requirements and General History

License Info

# Years in Business

Type of Ownership

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Questionnaire Details: Project Experience Data

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Sheets (3 Project Minimum), cont’d

Typical Questions, cont’d

Typical Questions, cont d

Project Information

Value

Matching Scope:

Cable Sheath in Feet

Number of Strands

Splices

Closures

Etc

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Questionnaire Details: Project Experience Data

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(3 P j

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Sheets (3 Project Minimum), cont’d

Typical Questions, cont’dyp Q ,

Other Project Information

 Work Hours  Active Strands

Wireless

Confined Space  Active Strands

 Innerduct  Riser Fiber  Furniture

Confined Space As-Builts

CAD Backgrounds Testing & Certification  Furniture Testing & Certification

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Questionnaire Details:

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Staff Professional Capabilities

Description of Sizep Specific Crews

CAD Capabilities

Proposed Staff

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Splicing

Terminating

Pulling

PM

Supervisor

Pulling

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Questionnaire Details: Safety Record

Safety Programy g Safe to Work Program

Illness & Injury

Prevention Program (IIPP) id

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OSHA 200 Log

Incident Rate (IIPP) provide copy

Current MOD Rate (EMR)

Lost Day Rate ( )

1.0 or less is good

Compare a company’s annual losses in insurance claims against its policy premium over a 3 year period

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Questionnaire Details: Declarations – to match

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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

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Questionnaire Details: Declarations – to match

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Owner’s Requirements, cont’d

Surety Questions

Bonding

Surety Info

Provide Surety Declaration

Include Power of Attorney and Sign Notarization

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Questionnaire Details: Declarations – to match

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Owner’s Requirements, cont’d

Insurance Questions

General Liability Limits – $5M/10M

Certificate of Liability – $5M

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Questionnaire Details, cont’d

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

scoresheet

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Summary Spreadsheet

Contractor

Overall Result

Overall Scoresheet Evaluation

Number of Passing Prequalifying Projects

List Projects and Reason for Failure

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Remedy Period

Contact contractors with hope of remedy

Determine who simply cannot qualify

Limit remedy period

Review submittals

Summarize results

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Summary of Results

Summary Letter To Owner

Backup Provided

List of Qualified Contractors

Publish the List

Letters to the Successful

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Who Stands to Benefit from Prequalifications?



Owners



Owners



Contractors



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

_Consultants



Administrative Side

Significant Throughout

Need to track dates and submittals

Need to create forms

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