Bill Text: IL HB5381 | 2023-2024 | 103rd General Assembly | Introduced
Bill Title: Amends the Municipal Design-Build Contracts Division of the Illinois Municipal Code and the School Design-Build Contracts Article of the School Code. Provides that a municipality or school district may use the design-build process to compare and potentially enter into contracts with design-build entities or design professionals (rather than only a design-build entities). Provides that design-build entities and design professionals must also include qualifications as well as proposals (rather than only proposals). Requires notice (rather than allows notice) to be published in construction industry publications or posted on construction industry websites. Provides that a municipality or school district must solicit requests for qualifications and proposals (rather than requests for proposals). Requires a municipality or school district to select at least one design professional if at least one proposal is made by a design professional. Provides that criteria in Phase I must include the experience of personnel, including evaluating design and construction separately (rather than only the experience of personnel). Provides that a design-build entity or design professional shall not be disqualified solely due to having previously been awarded a project or projects under any applicable public procurement law of the State. Provides that the municipality or school district must allow 30 days (rather than sufficient time) for the shortlist entities to prepare their Phase II submittals considering the scope and detail requested by the municipality or school district, but no shortlist is required if no less than 3 (rather than 2) or more than 6 design-build entities or design professionals are selected to submit proposals. Provides that the municipality or school district must provide the notice of award in writing at the time it awards the contract.
Spectrum: Partisan Bill (Democrat 1-0)
Status: (Introduced) 2024-04-05 - Rule 19(a) / Re-referred to Rules Committee [HB5381 Detail]
Download: Illinois-2023-HB5381-Introduced.html
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1 | AN ACT concerning local government.
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2 | Be it enacted by the People of the State of Illinois, | |||||||||||||||||||
3 | represented in the General Assembly:
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4 | Section 5. The Illinois Municipal Code is amended by | |||||||||||||||||||
5 | changing Sections 11-39.2-5, 11-39.2-10, 11-39.2-15, | |||||||||||||||||||
6 | 11-39.2-20, 11-39.2-25, 11-39.2-35, 11-39.2-40, and 11-39.2-45 | |||||||||||||||||||
7 | as follows:
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8 | (65 ILCS 5/11-39.2-5) | |||||||||||||||||||
9 | Sec. 11-39.2-5. Purpose. The purpose of this Division is | |||||||||||||||||||
10 | to authorize municipalities to compare and potentially use | |||||||||||||||||||
11 | design-build processes to increase the efficiency and | |||||||||||||||||||
12 | effectiveness of delivering public projects. | |||||||||||||||||||
13 | (Source: P.A. 103-491, eff. 1-1-24 .)
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14 | (65 ILCS 5/11-39.2-10) | |||||||||||||||||||
15 | Sec. 11-39.2-10. Definitions. As used in this Division: | |||||||||||||||||||
16 | "Delivery system" means the design and construction | |||||||||||||||||||
17 | approach used to develop and construct a project. | |||||||||||||||||||
18 | "Design-bid-build" means the traditional delivery system | |||||||||||||||||||
19 | used on public projects that incorporates the | |||||||||||||||||||
20 | qualifications-based selection process for architects and the | |||||||||||||||||||
21 | competitive bidding process for construction as set forth in | |||||||||||||||||||
22 | this Code. |
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1 | "Design-build" means a delivery system that provides | ||||||
2 | responsibility within a single contract for the furnishing of | ||||||
3 | architecture, engineering, land surveying, and related | ||||||
4 | services, as required, and the labor, materials, equipment, | ||||||
5 | and other construction services for the project. | ||||||
6 | "Design-build contract" means a contract for a public | ||||||
7 | project under this Division between a municipality and a | ||||||
8 | design-build entity or design professional to furnish: | ||||||
9 | architecture, engineering, land surveying, public art or | ||||||
10 | interpretive exhibits, and related services, as required, and | ||||||
11 | the labor, materials, equipment, and other construction | ||||||
12 | services for the project. | ||||||
13 | "Design-build entity" means an individual, sole | ||||||
14 | proprietorship, firm, partnership, joint venture, corporation, | ||||||
15 | professional corporation, or other entity that proposes to | ||||||
16 | design and construct any public project under this Division. | ||||||
17 | "Design professional" means an individual, sole | ||||||
18 | proprietorship, firm, partnership, joint venture, corporation, | ||||||
19 | professional corporation, or other entity that offers services | ||||||
20 | under the Illinois Architecture Practice Act of 1989, the | ||||||
21 | Professional Engineering Practice Act of 1989, the Structural | ||||||
22 | Engineering Practice Act of 1989, or the Illinois Professional | ||||||
23 | Land Surveyor Act of 1989. | ||||||
24 | "Evaluation criteria" means the requirements for the | ||||||
25 | separate phases of the selection process as defined in this | ||||||
26 | Division and may include the specialized experience, technical |
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1 | qualifications and competence, capacity to perform, past | ||||||
2 | performance, experience with similar projects, assignment of | ||||||
3 | personnel to the project, and other appropriate factors. | ||||||
4 | "Proposal" means the offer to enter into a design-build | ||||||
5 | contract as submitted by a design-build entity or design | ||||||
6 | professional in accordance with this Division. | ||||||
7 | "Public art designer" means an individual, sole | ||||||
8 | proprietorship, firm, partnership, joint venture, corporation, | ||||||
9 | professional corporation, or other entity that has | ||||||
10 | demonstrated experience with the design and fabrication of | ||||||
11 | public art, including any media that has been planned and | ||||||
12 | executed with the intention of being staged in the physical | ||||||
13 | public domain outside and accessible to all or any art which is | ||||||
14 | exhibited in a public space, including publicly accessible | ||||||
15 | buildings, or interpretive exhibits, including communication | ||||||
16 | media that is designed to engage, excite, inform, relate, or | ||||||
17 | reveal the intrinsic nature or indispensable quality of a | ||||||
18 | topic or story being presented. | ||||||
19 | "Request for qualifications and proposal" means the | ||||||
20 | document used by the municipality to solicit qualifications | ||||||
21 | and proposals for a design-build comparison and potential | ||||||
22 | contract. | ||||||
23 | "Scope and performance criteria" means the requirements | ||||||
24 | for the public project, such as the intended usage, capacity, | ||||||
25 | size, scope, quality and performance standards, life-cycle | ||||||
26 | costs, and other programmatic criteria that are expressed in |
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1 | performance-oriented and quantifiable specifications and | ||||||
2 | drawings that can be reasonably inferred and are suited to | ||||||
3 | allow a design-build entity or design professional to develop | ||||||
4 | a proposal. | ||||||
5 | (Source: P.A. 103-491, eff. 1-1-24 .)
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6 | (65 ILCS 5/11-39.2-15) | ||||||
7 | Sec. 11-39.2-15. Solicitation of proposals. | ||||||
8 | (a) A municipality may enter into design-build contracts. | ||||||
9 | In addition to the requirements set forth in its local | ||||||
10 | ordinances, when the municipality elects to use the | ||||||
11 | design-build delivery method, it must issue a notice of intent | ||||||
12 | to receive proposals for the project at least 14 days before | ||||||
13 | issuing the request for the proposal. The municipality must | ||||||
14 | publish the advance notice in the manner prescribed by | ||||||
15 | ordinance, which must include posting the advance notice | ||||||
16 | online on its website. The municipality shall may publish the | ||||||
17 | notice in construction industry publications or post the | ||||||
18 | notice on construction industry websites. A brief description | ||||||
19 | of the proposed procurement must be included in the notice. | ||||||
20 | The municipality must provide a copy of the request for | ||||||
21 | proposal to any party requesting a copy. A municipality must | ||||||
22 | allow design professionals to submit proposals hereunder. | ||||||
23 | (b) The request for proposal must be prepared for each | ||||||
24 | project and must contain, without limitation, the following | ||||||
25 | information: |
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1 | (1) The name of the municipality. | ||||||
2 | (2) A preliminary schedule for the completion of the | ||||||
3 | contract. | ||||||
4 | (3) The proposed budget for the project, the source of | ||||||
5 | funds, and the currently available funds at the time the | ||||||
6 | request for proposal is submitted. | ||||||
7 | (4) Prequalification criteria for design-build | ||||||
8 | entities or design professionals wishing to submit | ||||||
9 | qualifications and proposals. The municipality must | ||||||
10 | include, at a minimum, its normal qualifications, | ||||||
11 | licensing, registration, and other requirements; however, | ||||||
12 | nothing precludes the use of additional prequalification | ||||||
13 | criteria by the municipality. | ||||||
14 | (5) Material requirements of the contract, such as the | ||||||
15 | proposed terms and conditions, required performance and | ||||||
16 | payment bonds, insurance, and the entity's plan to comply | ||||||
17 | with the utilization goals for business enterprises | ||||||
18 | established in the Business Enterprise for Minorities, | ||||||
19 | Women, and Persons with Disabilities Act and with Section | ||||||
20 | 2-105 of the Illinois Human Rights Act. | ||||||
21 | (6) The performance criteria. | ||||||
22 | (7) The evaluation criteria for each phase of the | ||||||
23 | solicitation. Price may not be used as a factor in the | ||||||
24 | evaluation of Phase I proposals. | ||||||
25 | (8) The number of entities that will be considered for | ||||||
26 | the technical and cost evaluation phase. |
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1 | (c) The municipality may include any other relevant | ||||||
2 | information that it chooses to supply. The design-build entity | ||||||
3 | or design professional may rely upon the accuracy of this | ||||||
4 | documentation in the development of its proposal. | ||||||
5 | (d) The date that proposals are due must be at least 21 | ||||||
6 | calendar days after the date of the issuance of the request for | ||||||
7 | proposal. If the cost of the project is estimated to exceed | ||||||
8 | $12,000,000, then the proposal due date must be at least 28 | ||||||
9 | calendar days after the date of the issuance of the request for | ||||||
10 | proposal. The municipality must include in the request for | ||||||
11 | proposal a minimum of 60 30 days to develop the Phase II | ||||||
12 | submissions after the selection of entities from the Phase I | ||||||
13 | evaluation is completed. | ||||||
14 | (Source: P.A. 103-491, eff. 1-1-24 .)
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15 | (65 ILCS 5/11-39.2-20) | ||||||
16 | Sec. 11-39.2-20. Development of scope and performance | ||||||
17 | criteria. | ||||||
18 | (a) The municipality must develop, with the assistance of | ||||||
19 | a licensed design professional or public art designer, a | ||||||
20 | request for qualifications and proposal, which must include | ||||||
21 | scope and performance criteria. The scope and performance | ||||||
22 | criteria must be in sufficient detail and contain adequate | ||||||
23 | information to reasonably apprise the qualified design-build | ||||||
24 | entities or design professionals of the municipality's overall | ||||||
25 | programmatic needs and goals, including criteria and |
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1 | preliminary design plans, general budget parameters, schedule, | ||||||
2 | and delivery requirements. | ||||||
3 | (b) Each request for qualifications and proposal must also | ||||||
4 | include a description of the level of design to be provided in | ||||||
5 | the proposals. This description must include the scope and | ||||||
6 | type of renderings, drawings, and specifications that, at a | ||||||
7 | minimum, will be required by the municipality to be produced | ||||||
8 | by the design-build entities or design professionals . | ||||||
9 | (c) The scope and performance criteria must be prepared by | ||||||
10 | a design professional or public art designer who is an | ||||||
11 | employee of the municipality, or the municipality may contract | ||||||
12 | with an independent design professional or public art designer | ||||||
13 | selected under the Local Government Professional Services | ||||||
14 | Selection Act to provide these services. | ||||||
15 | (d) The design professional or public art designer that | ||||||
16 | prepares the scope and performance criteria is prohibited from | ||||||
17 | participating in any design-build entity or design | ||||||
18 | professional proposal for the project. | ||||||
19 | (e) The design-build contract may be conditioned upon | ||||||
20 | subsequent refinements in scope and price and may allow the | ||||||
21 | municipality to make modifications in the project scope | ||||||
22 | without invalidating the design-build contract. | ||||||
23 | (Source: P.A. 103-491, eff. 1-1-24 .)
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24 | (65 ILCS 5/11-39.2-25) | ||||||
25 | Sec. 11-39.2-25. Procedures for Selection. |
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1 | (a) The municipality must use a two-phase procedure for | ||||||
2 | the selection of the successful design-build entity or design | ||||||
3 | professional . Phase I of the procedure will evaluate and | ||||||
4 | shortlist the design-build entities or design professionals | ||||||
5 | based on qualifications, and Phase II will evaluate the | ||||||
6 | technical and cost proposals. A municipality must select at | ||||||
7 | least one design professional if one is submitted in Phase I. | ||||||
8 | (b) The municipality must include in the request for | ||||||
9 | proposal the evaluating factors to be used in Phase I. These | ||||||
10 | factors are in addition to any prequalification requirements | ||||||
11 | of design-build entities or design professionals that the | ||||||
12 | municipality has set forth. Each request for qualifications | ||||||
13 | and proposal must establish the relative importance assigned | ||||||
14 | to each evaluation factor and subfactor, including any | ||||||
15 | weighting of criteria to be employed by the municipality. The | ||||||
16 | municipality must maintain a record of the evaluation scoring | ||||||
17 | to be disclosed in event of a protest regarding the | ||||||
18 | solicitation. | ||||||
19 | The municipality must include the following criteria in | ||||||
20 | every Phase I evaluation of design-build entities or design | ||||||
21 | professionals : (i) experience of personnel , evaluating design | ||||||
22 | and construction separately ; (ii) successful experience with | ||||||
23 | similar project types; (iii) financial capability; (iv) | ||||||
24 | timeliness of past performance; (v) experience with similarly | ||||||
25 | sized projects; (vi) successful reference checks of the firm; | ||||||
26 | (vii) commitment to assign personnel for the duration of the |
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1 | project and qualifications of the entity's consultants; and | ||||||
2 | (viii) ability or past performance in meeting or exhausting | ||||||
3 | good faith efforts to meet the utilization goals for business | ||||||
4 | enterprises established in the Business Enterprise for | ||||||
5 | Minorities, Women, and Persons with Disabilities Act and with | ||||||
6 | Section 2-105 of the Illinois Human Rights Act. The | ||||||
7 | municipality may include any additional, relevant criteria in | ||||||
8 | Phase I that it deems necessary for a proper qualification | ||||||
9 | review. | ||||||
10 | The municipality may not consider any design-build entity | ||||||
11 | or design professional for evaluation or award if the entity | ||||||
12 | has any pecuniary interest in the project or has other | ||||||
13 | relationships or circumstances, such as long-term leasehold, | ||||||
14 | mutual performance, or development contracts with the | ||||||
15 | municipality, that may give the design-build entity or design | ||||||
16 | professional a financial or tangible advantage over other | ||||||
17 | design-build entities or design professionals in the | ||||||
18 | preparation, evaluation, or performance of the design-build | ||||||
19 | contract or that create the appearance of impropriety. A | ||||||
20 | design-build entity or design professional shall not be | ||||||
21 | disqualified under this Section solely due to having | ||||||
22 | previously been awarded a project or projects under any | ||||||
23 | applicable public procurement law of the State. No proposal | ||||||
24 | may be considered that does not include an entity's plan to | ||||||
25 | comply with the requirements established in the Business | ||||||
26 | Enterprise for Minorities, Women, and Persons with |
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1 | Disabilities Act, for both the design and construction areas | ||||||
2 | of performance, and with Section 2-105 of the Illinois Human | ||||||
3 | Rights Act. | ||||||
4 | Upon completion of the qualification evaluation, the | ||||||
5 | municipality must create a shortlist of the most highly | ||||||
6 | qualified design-build entities or design professionals . The | ||||||
7 | municipality, in its discretion, is not required to shortlist | ||||||
8 | the maximum number of entities as identified for Phase II | ||||||
9 | evaluation if no less than 3 2 design-build entities or design | ||||||
10 | professionals nor more than 6 are selected to submit Phase II | ||||||
11 | proposals. | ||||||
12 | The municipality must notify the entities selected for the | ||||||
13 | shortlist in writing. This notification must commence the | ||||||
14 | period for the preparation of the Phase II technical and cost | ||||||
15 | evaluations. The municipality must allow 30 days sufficient | ||||||
16 | time for the shortlist entities to prepare their Phase II | ||||||
17 | submittals considering the scope and detail requested by the | ||||||
18 | municipality. | ||||||
19 | (c) The municipality must include in the request for | ||||||
20 | proposal the evaluating factors to be used in the technical | ||||||
21 | and cost submission components of Phase II. Each request for | ||||||
22 | proposal must establish, for both the technical and cost | ||||||
23 | submission components of Phase II, the relative importance | ||||||
24 | assigned to each evaluation factor and subfactor, including | ||||||
25 | any weighting of criteria to be employed by the municipality. | ||||||
26 | The municipality must maintain a record of the evaluation |
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1 | scoring to be disclosed in event of a protest regarding the | ||||||
2 | solicitation. | ||||||
3 | The municipality must include the following criteria in | ||||||
4 | every Phase II technical evaluation of design-build entities | ||||||
5 | or design professionals : (i) compliance with objectives of the | ||||||
6 | project; (ii) compliance of proposed services to the request | ||||||
7 | for proposal requirements; (iii) quality of products or | ||||||
8 | materials proposed; (iv) quality of design parameters; (v) | ||||||
9 | design concepts; (vi) innovation in meeting the scope and | ||||||
10 | performance criteria; and (vii) constructability of the | ||||||
11 | proposed project. The municipality may include any additional | ||||||
12 | relevant technical evaluation factors it deems necessary for | ||||||
13 | proper selection. | ||||||
14 | The municipality must include the following criteria in | ||||||
15 | every Phase II cost evaluation: the total project cost, the | ||||||
16 | construction costs, and the time of completion. The | ||||||
17 | municipality may include any additional relevant technical | ||||||
18 | evaluation factors it deems necessary for proper selection. | ||||||
19 | The total project cost criteria weighting factor may not | ||||||
20 | exceed 30%. | ||||||
21 | The municipality must directly employ or retain a licensed | ||||||
22 | design professional or a public art designer to evaluate the | ||||||
23 | technical and cost submissions to determine if the technical | ||||||
24 | submissions are in accordance with generally accepted industry | ||||||
25 | standards. Upon completion of the technical submissions and | ||||||
26 | cost submissions evaluation, the municipality may award the |
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1 | design-build contract to the highest overall ranked entity. | ||||||
2 | (Source: P.A. 103-491, eff. 1-1-24 .)
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3 | (65 ILCS 5/11-39.2-35) | ||||||
4 | Sec. 11-39.2-35. Submission of qualifications and | ||||||
5 | proposals. Qualifications and proposals Proposals must be | ||||||
6 | properly identified and sealed. Qualifications and proposals | ||||||
7 | Proposals may not be reviewed until after the deadline for | ||||||
8 | submission has passed as set forth in the request for | ||||||
9 | qualifications and proposals. | ||||||
10 | Proposals must include a bid bond in the form and security | ||||||
11 | as designated in the request for qualifications and proposal | ||||||
12 | proposals . Qualifications and proposal Proposals must also | ||||||
13 | contain a separate sealed envelope with the cost information | ||||||
14 | within the overall proposal submission. Qualifications and | ||||||
15 | proposals Proposals must include a list of all design | ||||||
16 | professionals, public art designers, and other entities to | ||||||
17 | which any work may be subcontracted during the performance of | ||||||
18 | the contract. | ||||||
19 | Proposals must meet all material requirements of the | ||||||
20 | request for proposal or they may be rejected as nonresponsive. | ||||||
21 | The municipality may reject any and all proposals. | ||||||
22 | The drawings and specifications of the proposal shall may | ||||||
23 | remain the property of the design-build entity or design | ||||||
24 | professional . | ||||||
25 | The municipality must review the proposals for compliance |
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1 | with the performance criteria and evaluation factors. | ||||||
2 | Proposals may be withdrawn prior to evaluation for any | ||||||
3 | cause. After evaluation begins by the municipality, clear and | ||||||
4 | convincing evidence of error is required for withdrawal. | ||||||
5 | After a response to a request for qualifications or a | ||||||
6 | request for proposal has been submitted as provided in this | ||||||
7 | Section, a design-build entity or design professional may not | ||||||
8 | replace, remove, or otherwise modify any firm identified as a | ||||||
9 | member of the proposer's team unless authorized to do so by the | ||||||
10 | municipality. | ||||||
11 | (Source: P.A. 103-491, eff. 1-1-24 .)
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12 | (65 ILCS 5/11-39.2-40) | ||||||
13 | Sec. 11-39.2-40. Award; performance. The municipality may | ||||||
14 | award the contract to the highest overall ranked design-build | ||||||
15 | entity or design professional . Notice of award must be made in | ||||||
16 | writing at the same time . Unsuccessful design-build entities | ||||||
17 | or design professionals must also be notified in writing. The | ||||||
18 | municipality may not request a best and final offer after the | ||||||
19 | receipt of proposals of all qualified design-build entities or | ||||||
20 | design professionals . The municipality may negotiate with the | ||||||
21 | selected design-build entity or design professional after | ||||||
22 | award, but prior to contract execution, for the purpose of | ||||||
23 | securing better terms than originally proposed if the salient | ||||||
24 | features of the request for proposal are not diminished. | ||||||
25 | A design-build entity and associated design professionals |
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1 | must conduct themselves in accordance with the relevant laws | ||||||
2 | of this State and the related provisions of the Illinois | ||||||
3 | Administrative Code. | ||||||
4 | (Source: P.A. 103-491, eff. 1-1-24 .)
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5 | (65 ILCS 5/11-39.2-45) | ||||||
6 | Sec. 11-39.2-45. Reports and evaluation. At the end of | ||||||
7 | every 6-month period following the contract award, and again | ||||||
8 | prior to final contract payout and closure, a selected | ||||||
9 | design-build entity or design professional must detail, in a | ||||||
10 | written report submitted to the municipality, its efforts and | ||||||
11 | success in implementing the entity's plan to comply with the | ||||||
12 | utilization goals for business enterprises established in the | ||||||
13 | Business Enterprise for Minorities, Women, and Persons with | ||||||
14 | Disabilities Act and the provisions of Section 2-105 of the | ||||||
15 | Illinois Human Rights Act. | ||||||
16 | (Source: P.A. 103-491, eff. 1-1-24 .)
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17 | Section 10. The School Code is amended by changing | ||||||
18 | Sections 15A-5, 15A-10, 15A-15, 15A-20, 15A-25, 15A-35, | ||||||
19 | 15A-40, and 15A-45 as follows:
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20 | (105 ILCS 5/15A-5) | ||||||
21 | Sec. 15A-5. Purpose. The purpose of this Article is to | ||||||
22 | authorize school districts to compare and potentially use | ||||||
23 | design-build processes to increase the efficiency and |
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1 | effectiveness of delivering public projects. | ||||||
2 | (Source: P.A. 103-491, eff. 1-1-24 .)
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3 | (105 ILCS 5/15A-10) | ||||||
4 | Sec. 15A-10. Definitions. As used in this Article: | ||||||
5 | "Delivery system" means the design and construction | ||||||
6 | approach used to develop and construct a project. | ||||||
7 | "Design-bid-build" means the traditional delivery system | ||||||
8 | used on public projects that incorporates the | ||||||
9 | qualifications-based selection process for architects and the | ||||||
10 | competitive bidding process for construction as set forth in | ||||||
11 | this Code. | ||||||
12 | "Design-build" means a delivery system that provides | ||||||
13 | responsibility within a single contract for the furnishing of | ||||||
14 | architecture, engineering, land surveying, and related | ||||||
15 | services, as required, and the labor, materials, equipment, | ||||||
16 | and other construction services for the project. | ||||||
17 | "Design-build contract" means a contract for a public | ||||||
18 | project under this Article between a school district and a | ||||||
19 | design-build entity or design professional to furnish: | ||||||
20 | architecture, engineering, land surveying, public art or | ||||||
21 | interpretive exhibits, and related services, as required, and | ||||||
22 | the labor, materials, equipment, and other construction | ||||||
23 | services for the project. | ||||||
24 | "Design-build entity" means an individual, sole | ||||||
25 | proprietorship, firm, partnership, joint venture, corporation, |
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1 | professional corporation, or other entity that proposes to | ||||||
2 | design and construct any public project under this Article. | ||||||
3 | "Design professional" means an individual, sole | ||||||
4 | proprietorship, firm, partnership, joint venture, corporation, | ||||||
5 | professional corporation, or other entity that offers services | ||||||
6 | under the Illinois Architecture Practice Act of 1989, the | ||||||
7 | Professional Engineering Practice Act of 1989, the Structural | ||||||
8 | Engineering Practice Act of 1989, or the Illinois Professional | ||||||
9 | Land Surveyor Act of 1989. | ||||||
10 | "Evaluation criteria" means the requirements for the | ||||||
11 | separate phases of the selection process as set forth in this | ||||||
12 | Article and may include the specialized experience, technical | ||||||
13 | qualifications and competence, capacity to perform, past | ||||||
14 | performance, experience with similar projects, assignment of | ||||||
15 | personnel to the project, and other appropriate factors. | ||||||
16 | "Proposal" means the offer to enter into a design-build | ||||||
17 | contract as submitted by a design-build entity or design | ||||||
18 | professional in accordance with this Article. | ||||||
19 | "Public art designer" means an individual, sole | ||||||
20 | proprietorship, firm, partnership, joint venture, corporation, | ||||||
21 | professional corporation, or other entity that has | ||||||
22 | demonstrated experience with the design and fabrication of | ||||||
23 | public art, including any media that has been planned and | ||||||
24 | executed with the intention of being staged in the physical | ||||||
25 | public domain outside and accessible to all or any art that is | ||||||
26 | exhibited in a public space, including publicly accessible |
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1 | buildings, or interpretive exhibits, including communication | ||||||
2 | media that is designed to engage, excite, inform, relate, or | ||||||
3 | reveal the intrinsic nature or indispensable quality of a | ||||||
4 | topic or story being presented. | ||||||
5 | "Request for qualifications and proposal" means the | ||||||
6 | document used by the school district to solicit qualifications | ||||||
7 | and proposals for a design-build comparison and potential | ||||||
8 | contract. | ||||||
9 | "Scope and performance criteria" means the requirements | ||||||
10 | for the public project, such as the intended usage, capacity, | ||||||
11 | size, scope, quality and performance standards, life-cycle | ||||||
12 | costs, and other programmatic criteria that are expressed in | ||||||
13 | performance-oriented and quantifiable specifications and | ||||||
14 | drawings that can be reasonably inferred and are suited to | ||||||
15 | allow a design-build entity or design professional to develop | ||||||
16 | a proposal. | ||||||
17 | (Source: P.A. 103-491, eff. 1-1-24 .)
| ||||||
18 | (105 ILCS 5/15A-15) | ||||||
19 | Sec. 15A-15. Solicitation of proposals. | ||||||
20 | (a) A school district may enter into design-build | ||||||
21 | contracts. In addition to the requirements set forth by the | ||||||
22 | school board, if the school district elects to use the | ||||||
23 | design-build delivery method, it must issue a notice of intent | ||||||
24 | to receive proposals for the project at least 14 days before | ||||||
25 | issuing the request for the proposal. The school district must |
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1 | publish the advance notice in the manner prescribed by the | ||||||
2 | school board, which must include posting the advance notice | ||||||
3 | online on its website. The school district shall may publish | ||||||
4 | the notice in construction industry publications or post the | ||||||
5 | notice on construction industry websites. A brief description | ||||||
6 | of the proposed procurement must be included in the notice. | ||||||
7 | The school district must provide a copy of the request for | ||||||
8 | proposal to any party requesting a copy. A school district | ||||||
9 | must allow design professionals to submit proposals under this | ||||||
10 | Article. | ||||||
11 | (b) The request for proposal must be prepared for each | ||||||
12 | project and must contain, without limitation, the following | ||||||
13 | information: | ||||||
14 | (1) The name of the school district. | ||||||
15 | (2) A preliminary schedule for the completion of the | ||||||
16 | contract. | ||||||
17 | (3) The proposed budget for the project, the source of | ||||||
18 | funds, and the currently available funds at the time the | ||||||
19 | request for proposal is submitted. | ||||||
20 | (4) Prequalification criteria for design-build | ||||||
21 | entities or design professionals wishing to submit | ||||||
22 | qualifications and proposals. The school district must | ||||||
23 | include, at a minimum, its normal qualifications, | ||||||
24 | licensing, registration, and other requirements; however, | ||||||
25 | nothing precludes the use of additional prequalification | ||||||
26 | criteria by the school district. |
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| |||||||
1 | (5) Material requirements of the contract, such as the | ||||||
2 | proposed terms and conditions, required performance and | ||||||
3 | payment bonds, insurance, and the entity's plan to comply | ||||||
4 | with the utilization goals for business enterprises | ||||||
5 | established in the Business Enterprise for Minorities, | ||||||
6 | Women, and Persons with Disabilities Act and with Section | ||||||
7 | 2-105 of the Illinois Human Rights Act. | ||||||
8 | (6) The performance criteria. | ||||||
9 | (7) The evaluation criteria for each phase of the | ||||||
10 | solicitation. Price may not be used as a factor in the | ||||||
11 | evaluation of Phase I proposals. | ||||||
12 | (8) The number of entities that will be considered for | ||||||
13 | the technical and cost evaluation phase. | ||||||
14 | (c) The school district may include any other relevant | ||||||
15 | information that it chooses to supply. The design-build entity | ||||||
16 | or design professional may rely upon the accuracy of this | ||||||
17 | documentation in the development of its proposal. | ||||||
18 | (d) The date that proposals are due must be at least 21 | ||||||
19 | calendar days after the date of the issuance of the request for | ||||||
20 | proposal. If the cost of the project is estimated to exceed | ||||||
21 | $12,000,000, then the proposal due date must be at least 28 | ||||||
22 | calendar days after the date of the issuance of the request for | ||||||
23 | proposal. The school district must include in the request for | ||||||
24 | proposal a minimum of 60 30 days to develop the Phase II | ||||||
25 | submissions after the selection of entities from the Phase I | ||||||
26 | evaluation is completed. |
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| |||||||
1 | (Source: P.A. 103-491, eff. 1-1-24 .)
| ||||||
2 | (105 ILCS 5/15A-20) | ||||||
3 | Sec. 15A-20. Development of scope and performance | ||||||
4 | criteria. | ||||||
5 | (a) The school district must develop, with the assistance | ||||||
6 | of a licensed design professional or public art designer, a | ||||||
7 | request for qualifications and proposal, which must include | ||||||
8 | scope and performance criteria. The scope and performance | ||||||
9 | criteria must be in sufficient detail and contain adequate | ||||||
10 | information to reasonably apprise the qualified design-build | ||||||
11 | entities or design professionals of the school district's | ||||||
12 | overall programmatic needs and goals, including criteria, | ||||||
13 | general budget parameters, schedule, and delivery | ||||||
14 | requirements. | ||||||
15 | (b) Each request for qualifications and proposal must also | ||||||
16 | include a description of the level of design to be provided in | ||||||
17 | the proposals. This description must include the scope and | ||||||
18 | type of renderings, drawings, and specifications that, at a | ||||||
19 | minimum, will be required by the school district to be | ||||||
20 | produced by the design-build entities or design professionals . | ||||||
21 | (c) The scope and performance criteria must be prepared by | ||||||
22 | a design professional or public art designer who is an | ||||||
23 | employee of the school district, or the school district may | ||||||
24 | contract with an independent design professional or public art | ||||||
25 | designer selected under the Local Government Professional |
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| |||||||
1 | Services Selection Act to provide these services. | ||||||
2 | (d) The design professional or public art designer that | ||||||
3 | prepares the scope and performance criteria is prohibited from | ||||||
4 | participating in any design-build entity or design | ||||||
5 | professional proposal for the project. | ||||||
6 | (e) The design-build contract may be conditioned upon | ||||||
7 | subsequent refinements in scope and price and may allow the | ||||||
8 | school district to make modifications in the project scope | ||||||
9 | without invalidating the design-build contract. | ||||||
10 | (Source: P.A. 103-491, eff. 1-1-24 .)
| ||||||
11 | (105 ILCS 5/15A-25) | ||||||
12 | Sec. 15A-25. Procedures for selection. | ||||||
13 | (a) The school district must use a 2-phase procedure for | ||||||
14 | the selection of the successful design-build entity or design | ||||||
15 | professional . Phase I of the procedure must evaluate and | ||||||
16 | shortlist the design-build entities or design professionals | ||||||
17 | based on qualifications, and Phase II must evaluate the | ||||||
18 | technical and cost proposals. A school district must select at | ||||||
19 | least one design professional proposal if one is submitted in | ||||||
20 | Phase I. | ||||||
21 | (b) The school district must include in the request for | ||||||
22 | proposal the evaluating factors to be used in Phase I. These | ||||||
23 | factors are in addition to any prequalification requirements | ||||||
24 | of design-build entities or design professionals that the | ||||||
25 | school district has set forth. Each request for qualifications |
| |||||||
| |||||||
1 | and proposal must establish the relative importance assigned | ||||||
2 | to each evaluation factor and subfactor, including any | ||||||
3 | weighting of criteria to be employed by the school district. | ||||||
4 | The school district must maintain a record of the evaluation | ||||||
5 | scoring to be disclosed in event of a protest regarding the | ||||||
6 | solicitation. | ||||||
7 | The school district must include the following criteria in | ||||||
8 | every Phase I evaluation of design-build entities or design | ||||||
9 | professionals : | ||||||
10 | (1) experience of personnel , evaluating design and | ||||||
11 | construction separately ; | ||||||
12 | (2) successful experience with similar project types; | ||||||
13 | (3) financial capability; | ||||||
14 | (4) timeliness of past performance; | ||||||
15 | (5) experience with similarly sized projects; | ||||||
16 | (6) successful reference checks of the firm; | ||||||
17 | (7) commitment to assign personnel for the duration of | ||||||
18 | the project and qualifications of the entity's | ||||||
19 | consultants; and | ||||||
20 | (8) ability or past performance in meeting or | ||||||
21 | exhausting good faith efforts to meet the utilization | ||||||
22 | goals for business enterprises established in the Business | ||||||
23 | Enterprise for Minorities, Women, and Persons with | ||||||
24 | Disabilities Act and with Section 2-105 of the Illinois | ||||||
25 | Human Rights Act. | ||||||
26 | The school district may include any additional, relevant |
| |||||||
| |||||||
1 | criteria in Phase I that it deems necessary for a proper | ||||||
2 | qualification review. | ||||||
3 | The school district may not consider a design-build entity | ||||||
4 | or design professional for evaluation or an award if the | ||||||
5 | entity has any pecuniary interest in the project or has other | ||||||
6 | relationships or circumstances, such as long-term leasehold, | ||||||
7 | mutual performance, or development contracts with the school | ||||||
8 | district, that may give the design-build entity or design | ||||||
9 | professional a financial or tangible advantage over other | ||||||
10 | design-build entities or design professionals in the | ||||||
11 | preparation, evaluation, or performance of the design-build | ||||||
12 | contract or that create the appearance of impropriety. A | ||||||
13 | design-build entity shall not be disqualified under this | ||||||
14 | Section solely due to having previously been awarded a project | ||||||
15 | or projects under any applicable public procurement law of the | ||||||
16 | State. No proposal may be considered that does not include an | ||||||
17 | entity's plan to comply with the requirements established in | ||||||
18 | the Business Enterprise for Minorities, Women, and Persons | ||||||
19 | with Disabilities Act, for both the design and construction | ||||||
20 | areas of performance, and with Section 2-105 of the Illinois | ||||||
21 | Human Rights Act. | ||||||
22 | Upon completion of the qualification evaluation, the | ||||||
23 | school district must create a shortlist of the most highly | ||||||
24 | qualified design-build entities or design professionals . The | ||||||
25 | school district, in its discretion, is not required to | ||||||
26 | shortlist the maximum number of entities as identified for |
| |||||||
| |||||||
1 | Phase II evaluation if no less than 3 2 design-build entities | ||||||
2 | or design professionals nor more than 6 are selected to submit | ||||||
3 | Phase II proposals. If a school district receives one response | ||||||
4 | to Phase I, nothing herein shall prohibit the school district | ||||||
5 | from proceeding with a Phase II evaluation of the single | ||||||
6 | respondent, if the school district, in its discretion, finds | ||||||
7 | proceeding to be in its best interest. | ||||||
8 | The school district must notify the entities selected for | ||||||
9 | the shortlist in writing. This notification must commence the | ||||||
10 | period for the preparation of the Phase II technical and cost | ||||||
11 | evaluations. The school district must allow 30 days sufficient | ||||||
12 | time for the shortlist entities to prepare their Phase II | ||||||
13 | submittals considering the scope and detail requested by the | ||||||
14 | school district. | ||||||
15 | (c) The school district must include in the request for | ||||||
16 | proposal the evaluating factors to be used in the technical | ||||||
17 | and cost submission components of Phase II. Each request for | ||||||
18 | proposal must establish, for both the technical and cost | ||||||
19 | submission components of Phase II, the relative importance | ||||||
20 | assigned to each evaluation factor and subfactor, including | ||||||
21 | any weighting of criteria to be employed by the school | ||||||
22 | district. The school district must maintain a record of the | ||||||
23 | evaluation scoring to be disclosed in event of a protest | ||||||
24 | regarding the solicitation. | ||||||
25 | The school district must include the following criteria in | ||||||
26 | every Phase II technical evaluation of design-build entities |
| |||||||
| |||||||
1 | or design professionals : | ||||||
2 | (1) compliance with objectives of the project; | ||||||
3 | (2) compliance of proposed services to the request for | ||||||
4 | proposal requirements; | ||||||
5 | (3) quality of products or materials proposed; | ||||||
6 | (4) quality of design parameters; | ||||||
7 | (5) design concepts; | ||||||
8 | (6) innovation in meeting the scope and performance | ||||||
9 | criteria; and | ||||||
10 | (7) constructability of the proposed project. | ||||||
11 | The school district may include any additional relevant | ||||||
12 | technical evaluation factors it deems necessary for proper | ||||||
13 | selection. | ||||||
14 | The school district must include the following criteria in | ||||||
15 | every Phase II cost evaluation: the total project cost, the | ||||||
16 | construction costs, and the time of completion. The school | ||||||
17 | district may include any additional relevant technical | ||||||
18 | evaluation factors it deems necessary for proper selection. | ||||||
19 | The total project cost criteria weighting factor may not | ||||||
20 | exceed 30%. | ||||||
21 | The school district must directly employ or retain a | ||||||
22 | licensed design professional or a public art designer to | ||||||
23 | evaluate the technical and cost submissions to determine if | ||||||
24 | the technical submissions are in accordance with generally | ||||||
25 | accepted industry standards. Upon completion of the technical | ||||||
26 | submissions and cost submissions evaluation, the school |
| |||||||
| |||||||
1 | district may award the design-build contract to the highest | ||||||
2 | overall ranked entity. | ||||||
3 | (Source: P.A. 103-491, eff. 1-1-24 .)
| ||||||
4 | (105 ILCS 5/15A-35) | ||||||
5 | Sec. 15A-35. Submission of qualifications and proposals. | ||||||
6 | Qualifications and proposals Proposals must be properly | ||||||
7 | identified and sealed. Qualifications and proposals Proposals | ||||||
8 | may not be reviewed until after the deadline for submission | ||||||
9 | has passed as set forth in the request for qualifications and | ||||||
10 | proposal. | ||||||
11 | Proposals must include a bid bond in the form and security | ||||||
12 | as designated in the request for qualifications and proposal. | ||||||
13 | Qualifications and proposals Proposals must also contain a | ||||||
14 | separate sealed envelope with the cost information within the | ||||||
15 | overall proposal submission. Qualifications and proposals | ||||||
16 | Proposals must include a list of all design professionals, | ||||||
17 | public art designers, and other entities to which any work may | ||||||
18 | be subcontracted during the performance of the contract. | ||||||
19 | Proposals must meet all material requirements of the | ||||||
20 | request for proposal, or they may be rejected as | ||||||
21 | nonresponsive. The school district may reject any and all | ||||||
22 | proposals. | ||||||
23 | The drawings and specifications of the proposal shall may | ||||||
24 | remain the property of the design-build entity or design | ||||||
25 | professional . |
| |||||||
| |||||||
1 | The school district must review the proposals for | ||||||
2 | compliance with the performance criteria and evaluation | ||||||
3 | factors. | ||||||
4 | Proposals may be withdrawn prior to evaluation for any | ||||||
5 | cause. After evaluation begins by the school district, clear | ||||||
6 | and convincing evidence of error is required for withdrawal. | ||||||
7 | After a response to a request for qualifications or a | ||||||
8 | request for proposal has been submitted under this Section, a | ||||||
9 | design-build entity or design professional may not replace, | ||||||
10 | remove, or otherwise modify any firm identified as a member of | ||||||
11 | the proposer's team unless authorized to do so by the school | ||||||
12 | district. | ||||||
13 | (Source: P.A. 103-491, eff. 1-1-24 .)
| ||||||
14 | (105 ILCS 5/15A-40) | ||||||
15 | Sec. 15A-40. Award; performance. The school district may | ||||||
16 | award the contract to the highest overall ranked design-build | ||||||
17 | entity or design professional . Notice of award must be made in | ||||||
18 | writing. Unsuccessful design-build entities or design | ||||||
19 | professionals must also be notified in writing at the same | ||||||
20 | time . The school district may not request a best and final | ||||||
21 | offer after the receipt of proposals of all qualified | ||||||
22 | design-build entities or design professionals . The school | ||||||
23 | district may negotiate with the selected design-build entity | ||||||
24 | or design professional after the award, but prior to contract | ||||||
25 | execution, for the purpose of securing better terms than |
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| ||||||||||||||||||||||||||
1 | originally proposed if the salient features of the request for | |||||||||||||||||||||||||
2 | proposal are not diminished. | |||||||||||||||||||||||||
3 | A design-build entity and associated design professionals | |||||||||||||||||||||||||
4 | must conduct themselves in accordance with the relevant laws | |||||||||||||||||||||||||
5 | of this State and the related provisions of the Illinois | |||||||||||||||||||||||||
6 | Administrative Code. | |||||||||||||||||||||||||
7 | (Source: P.A. 103-491, eff. 1-1-24 .)
| |||||||||||||||||||||||||
8 | (105 ILCS 5/15A-45) | |||||||||||||||||||||||||
9 | Sec. 15A-45. Evaluation and report. At the end of every | |||||||||||||||||||||||||
10 | 6-month period following the contract award, and again prior | |||||||||||||||||||||||||
11 | to final contract payout and closure, a selected design-build | |||||||||||||||||||||||||
12 | entity or design professional must detail, in a written report | |||||||||||||||||||||||||
13 | submitted to the school district, its efforts and success in | |||||||||||||||||||||||||
14 | implementing the entity's plan to comply with the utilization | |||||||||||||||||||||||||
15 | goals for business enterprises established in the Business | |||||||||||||||||||||||||
16 | Enterprise for Minorities, Women, and Persons with | |||||||||||||||||||||||||
17 | Disabilities Act and the provisions of Section 2-105 of the | |||||||||||||||||||||||||
18 | Illinois Human Rights Act. | |||||||||||||||||||||||||
19 | (Source: P.A. 103-491, eff. 1-1-24 .) | |||||||||||||||||||||||||
|