1. PENNSYLVANIA’S STATE SYSTEM OF HIGHER EDUCATION State System of Higher Education Supplier Fair Dixon University Center Design Professional Services Contracting Robert F. Unger Director of Construction Management October 10, 2014 PENNSYLVANIA’S STATE SYSTEM OF HIGHER EDUCATION

2. Purpose of this Session For architects, engineers, and other professional firms: …to better understand State System and University organization, projects, and contract opportunities

3. PENNSYLVANIA’S STATE SYSTEM OF HIGHER EDUCATION Act 188 of 1982, Enabling Legislation  System considered a “State-affiliated” organization  Authorized to execute and administer contracts for construction, repair, renovation, and maintenance projects, except capital projects  Must comply with Commonwealth statutes

4. PENNSYLVANIA’S STATE SYSTEM OF HIGHER EDUCATION The Universities 14 universities:  110,000 Students  almost 900 buildings Universities…  have professional facilities and contracting staffs  operate “independently”

5. PENNSYLVANIA’S STATE SYSTEM OF HIGHER EDUCATION At the Office of the Chancellor Assistant Vice Chancellor for Facilities, provides:  project funding policies and approvals  other facilities functions Construction Support Office, provides:  policy, guidance, and oversight of facilities procurement  coordination, advice, and assistance to universities  administration of centrally-held open-end contracts  review of contract disputes (bid protests, claims)

6. PENNSYLVANIA’S STATE SYSTEM OF HIGHER EDUCATION Project Funding Sources 1) Commonwealth Funded  Commonwealth Capital projects (for E&G facilities) 2) University Funded  University capital projects  University auxiliary facilities (self-supporting activities)  Smaller renovation/maintenance projects 3) Special Projects  student housing  others

7. PENNSYLVANIA’S STATE SYSTEM OF HIGHER EDUCATION What does this mean for firms? Department of General Services (DGS)  advertises for design firms for Commonwealth-funded projects Universities  advertise for design firms for university-funded projects  advertise for and hold open-end professional contracts System/CSO  advertises for and holds open-end professional contracts for use by universities

8. PENNSYLVANIA’S STATE SYSTEM OF HIGHER EDUCATION What about upcoming RFPs? DGS RFPs for PASSHE projects:  in FY14/15 – 5 or 6 projected University RFPs:  in 2015 – RFPs for open-end contracts at Lock Haven and Shippensburg  a few RFPs for single projects and/or master planning System/CSO:  awarded 40 open-end contracts in 2011, and will issue an RFP for new contracts in 2016

9. PENNSYLVANIA’S STATE SYSTEM OF HIGHER EDUCATION What about CM and Commissioning? Department of General Services:  open AFQs for CM and Commissioning  uses their own firms/contracts for projects they administer Universities:  typically do not procure CM and Commissioning services; utilize System/CSO contracts System/CSO holds open-end contracts:  26 open-end CM contracts awarded in 2013  6 open-end Commissioning contracts, and will issue an RFP in 2015 for new contracts

10. PENNSYLVANIA’S STATE SYSTEM OF HIGHER EDUCATION Professional Selections  Governed by Section 905 of the Commonwealth Procurement Code  Form 150 is the basis of proposals  Selection is based on professional qualifications; fee negotiated after selection is made  DGS uses the Commonwealth Selections Committee  CSO and Universities use internal staff for selection committees

11. PENNSYLVANIA’S STATE SYSTEM OF HIGHER EDUCATION SB and SDB Considerations DGS:  encourages SDB participation on design teams  has an SB set-aside program for design services System and Universities:  encourage SDB participation on design teams  do not have an SB set-aside program for design services

12. PENNSYLVANIA’S STATE SYSTEM OF HIGHER EDUCATION Web Sites and Contacts PASSHE CSO web page: http://www.passhe.edu/inside/anf/Fac/Procurement/Pages/d efault.aspx http://www.passhe.edu/inside/anf/Fac/Procurement/Pages/d efault.aspx PASSHE eProcurement Exchange: https://www.ebidexchange.com/Default.aspx?cid=82810cea -bc7a-4b3c-a173-0933695fbe73 Bob UngerDot Latin runger@passhe.edudlatin@passhe.edu 717-720-4131717-720-4113