Uniform public construction cost accounting upcca
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Uniform Public Construction Cost Accounting (UPCCA). presented by: Kevin Cobb AIA/ARA, the Addington Partnership William Duncan IV, Taft College December 2004. UPCCA is option for public entities. Reduces restrictions on Public Contract Code Procedures

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Uniform Public Construction Cost Accounting (UPCCA)

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Uniform public construction cost accounting upcca

Uniform Public Construction Cost Accounting (UPCCA)

presented by:

Kevin Cobb AIA/ARA, the Addington Partnership

William Duncan IV, Taft College

December 2004


Upcca is option for public entities

UPCCA is option for public entities

  • Reduces restrictions on Public Contract Code Procedures

  • Has some additional notifications, reporting and tracking procedures

  • Requires an annual advertisement for Contractors


Bidding options

Bidding Options

  • Public Contract Code Procedures

    • RFP, projects $0 to $15,000

    • Formal bidding projects $15,000 and up

  • Uniform Public Construction Cost Accounting

    • RFP, projects $0 to $25,000

    • Informal bidding, projects $25,000 to $100,000

      • May go up to $110,000 with 4/5 board approval

    • Formal bidding, projects $100,000 and up


Public contract code procedures rfp projects 0 to 15 000

Public Contract Code Procedures RFP, projects $0 to $15,000

  • Notice to Proposers identifying project, bid time/place and contacts.

  • Instructions to proposers detailing procedures during bidding.

    • Insurance, bonds if required

    • Prevailing wage requirements

    • Site examination

    • Taxes

  • Proposal form

    • Bid amount

    • Prevailing wage certification

    • Workers compensation certification

    • Non-collusion affidavit

    • Sub-contractor listing

    • Signature of proposer

  • Notice of award form requesting required documents.


Public contract code procedures formal bidding projects 15 000 and up

Public Contract Code ProceduresFormal Bidding projects $15,000 and up

  • Construction Documents

    • Project Manual (specs)

    • Plans

  • Advertisement to bid

  • Instructions to bidders

    • Insurance and bonds

    • Prevailing wage requirements

    • Site examination

    • Taxes

    • Liquidated damages if any

    • License requirements

  • Bid proposal form

    • Bid amount

    • Prevailing wage certification

    • Workers compensation certification

    • Non-collusion affidavit

    • Sub-contractor listing

    • Signature of bidder/bid bond

  • Notice of award form requesting required documents.


Uniform public construction cost accounting rfp projects 0 to 25 000

Uniform Public ConstructionCost Accounting RFP, projects $0 to $25,000

  • Notice to Proposers identifying project, bid time/place and contacts.

  • Instructions to proposers detailing procedures during bidding.

    • Insurance, bonds if required

    • Prevailing wage requirements

    • Site examination

    • Taxes

  • Proposal form

    • Bid amount

    • Prevailing wage certification

    • Workers compensation certification

    • Non-collusion affidavit

    • Sub-contractor listing

    • Signature of proposer

  • Notice of award form requesting required documents.


Uniform public construction cost accounting informal projects 25 000 to 100 000

Uniform Public ConstructionCost Accounting Informal projects $25,000 to $100,000

  • Construction Documents

    • Project Manual (specs)

    • Plans

  • Invitation to bid and listing in Trade Journals

  • Instructions to bidders

    • Insurance and bonds

    • Prevailing wage requirements

    • Site examination

    • Taxes

    • Liquidated damages if any

    • License requirements

  • Bid proposal form

    • Bid amount

    • Prevailing wage certification

    • Workers compensation certification

    • Non-collusion affidavit

    • Sub-contractor listing

    • Signature of bidder/bid bond

  • Notice of award form requesting required documents.


Uniform public construction cost accounting formal bidding projects 100 000 and up

Uniform Public ConstructionCost Accounting Formal Bidding projects $100,000 and up

  • Construction Documents

    • Project Manual (specs)

    • Plans

  • Advertisement to bid

  • Instructions to bidders

    • Insurance and bonds

    • Prevailing wage requirements

    • Site examination

    • Taxes

    • Liquidated damages if any

    • License requirements

  • Bid proposal form

    • Bid amount

    • Prevailing wage certification

    • Workers compensation certification

    • Non-collusion affidavit

    • Sub-contractor listing

    • Signature of bidder/bid bond

  • Notice of award form requesting required documents.


Uniform public construction cost accounting auditing

Uniform Public ConstructionCost Accounting - Auditing

  • Project Based Accounting Required

    • Separate Audit for each project

  • Funding sources identified for each portion or portions of project

  • Budget for each portion of project

  • Already being done for all campus projects

    • Good business practice, regardless!


Uses of system

Scheduled Maintenance

RFP to $25,000 for more small projects to local Contractors

Use informal bidding up to $100,000 for roofing, painting, ac paving and other SM work with only invitations to bid

Hazardous Materials

Works well for small abatement projects associated with local work

Local Projects

Small renovations and wall relocations work well as it allows you to work more smaller local contractors/vendors.

Can save time

Can shorten total delivery time

Uses of System


Questions from contractors

How do I get on the list?

Send a letter requesting to be on the informal bidder list of bidders.

How do I get notified about a project coming up?

You as a college are obligated to notify all informal bidders a minimum of 10 days before bids are due.

How is bidding handled?

Just like normal bidding except the extra notification requirement.

How does this affect MBE/WBE?

No change, it is still only a census for each project that is tabulated on an annual basis.

Prevailing wage required?

Just like normal projects

Questions from Contractors


Client satisfaction

Pros

District can do more work with RFP process up to $25,000, compared to $15,000 as allowed by PCC

Informal bidding allows shorter project delivery times

Informal bidding can reduce overall project delivery cost

Cons

Paperwork of notifying trade journals as well as list of Contractors / Bidders on list

Compiling annual list of bidders

Notification requirement of trade journals 30 days prior to bid date on formal projects

Audit requirements

Client Satisfaction


Does it work

Yes, but

Be prepared for more paperwork for bidding. The need to control the bidding system to allow proper notification i.e. trade journals etc.

You must keep an annual list of contractor and cannot control who is on it. You must notify every bidder on list that related to a project.

Yes, but

Be prepared for questions from contractors asking to be on list that you do not like to work with. We have found out that most contractors do not know about the system and do not hear about your projects unless you want them to. This does give you some indirect control of who is on your list.

Does it work?


Summary of requirements

Adoption by Board of Trustees

Annual advertisement for Contractor Contacts

Trade Journal notifications

Expenditure audit trail by budget by project

Summary of Requirements


Questions

Questions?


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