HomeMy WebLinkAboutBill 77-15 Establishign responsible bidder requirmetns on public works projectsO l '`CE NO.
AN ORDINANCE AFS TAJ LISHI G RESPONSIBLE BIDDER
REQUIREME N :""S ON PUBLIC WORKS PROJECTS
WHEREAS, Indiana Code § 36 -1 -3 -1 et seq. permits the City of South Bend in the State of
Indiana to exercise any power or perform any function necessary to the public interest in the
context of its local affairs, which is not prohibited by the Constitution of the United States or of
the State of Indiana, or denied or preempted by any other law, or is not expressly granted by any
other law to another governmental entity;
WHEREAS, the City of South Bend, Indiana expends substantial funds for the construction of
public work, a portion of that money, Toeing derived fron taxes paid by residents;
WHEREAS, the City of South .rlen;L Ir Uiana seeks to t> •eserve administrative resources by
ensuring that only qualified contr : s ai .? subcontractors are awarded contracts on public work
construction projects;
WHEREAS, the City of South Be :a. nc.:ana, based apon its experience, has determined that
quality workmanship, efficient r eat on, safety, and timely completion of projects are not
necessarily insured by awarding contract solely on the basis of the low bid;
WHEREAS, the City of South Be. --. _:. Indiana seeks ilo mNance its ability to identify the lowest
"responsible and responsive bidde,-" ..:n aii public work construction projects by instituting more
comprehensive submission requirements which are in compliance with Indiana State Law; and
WHEREAS, "An Ordinance Establishing Responsible and Responsive Bidder Requirements on
Public Work Projects" will assure efficient use of taxpayer dollars, will promote public safety,
and is in the public interest.
NOW, THEREFORE, BE IT ORDAINED by the City Council of South Bend, Indiana
(hereinafter "City "), that:
Section 1. Public works
For purposes of this chaps -• t > .L- !_j,! "public work" has the meaning set forth in IC 36 -1-
12-2. "Public work" shall also in -' 1, de th- ; following: any .:.onstructing, altering, reconstructing,
repairing, rehabilitating, refinishir (_-. refurnishing, remodeling, remediating, renovating, custom
fabricating, maintenance, landsc•- ,.; -'r-�, improving. rnovinc, wrecking, painting, decorating,
demolishing, and adding to or s: '.:' n:,- from any ruble building, structure, airport facility,
highway, roadway, street, alley, bridge, sewer, dr-Ain, it. [ ;:_wage disposal plant, water work,
parking facility, railroad, excav�ii;.)n, or othe - p ojec�, development, real property, or
improvement, or to do any part ther,o , whether v:` no`- the performance of the work herein
described involves the addition to, or ibbrication into, any structure, project or development, real
property or improvement herein described of any material or article of merchandise, which is
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paid for out of a public fund or out of a special asses, rr -rt. The term also includes any public
work leased by a political subdivision under a lease containing an option to purchase.
Section 2. Application
This ordinance applies whenever the cost of the public work project is estimated to be at
least seventy -five thousand dollars ($75,000) or more.
In order for a bid to be accepted, the bidder must submit the information listed in Section
3 below at or before the date and time that bids are due. Alternatively, the bidder may seek
prequalification by submitting the information listed in Section 3 below to the City. All required
information shall be submitted on fonns provided by the City.
If the bidder participates in a multi - employer program and/or plan that relates to any of
the matters referred to in Subsection F and/or G of Section 3 below, then the requirements of
such subsections with respect to said bidder shall be satisfied if. (a) the applicable documents
with respect to said program and /or plan are submitted to the City; and (b) the bidder certifies to
the City that the bidder participates in and is bound by said programs and /or plans. The
applicable documents with respect to said programs and /or plans may be submitted by the bidder
and /or by the programs /plans and /or a representative of the programs /plans.
A prequalified bidder shall be deemed a "responsible bidder" for purposes of this
ordinance for a period of one (1) year from the date the City determines that the bidder is a
"responsible bidder" based upon the relevant factors, including those referenced in Section 3
below. The failure and /or refusal of the City to "prequalify" a bidder as a "responsible bidder"
shall not prohibit a bidder from bidding on a public project, but the City may consider all
relevant factors, including any prequalification submissions, in determining whether or not the
bidder is a "responsible bidder" with respect to said public project.
Requirements for subcontractors are set forth in Section 4 below.
Any provisions of this Ordinance that conflict with any applicable federal statute,
regulation and /or rule that applies to a federally - funded construction project shall not apply to
said federally- funded construction project.
Section 3. Responsible and Responsive Bidder
In determining whether a bidder is a "responsible and responsive bidder" for the award of a
public work contract, the City shall consider the factors set forth in IC 36- 1- 12- 4(b)(10) and IC
36- 1- 12- 4(b)(11). In addition, the bidder must submit the following information with supporting
documentation, verified under oath on a form provided by the City:
A. A copy of a print -out of the Indiana Secretary of State's on -line records for the bidder
dated within sixty (60) days of the submission of said document showing that the bidder
is in existence, current with the Indiana Secretary of State's Business Entity Reports, and
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eligible for a certificate of good standing. If the bidder is an individual, sole proprietor or
partnership, this subsection shall not apply;
B. A valid federal employer tax identification number for the bidder, or, if the bidder is an
individual, a valid social security number;
C. Documents evidencing registration with the Indiana Department of Revenue;
D. A statement of compliance with provisions of Section 2000e of Chapter 21, Title 42 of
the United States Code and Federal Executive Order No. 11246 as amended by Executive
Order No. 11375 (known as the Equal Opportunity Employer provisions);
E. A statement of compliance with all provisions of the Indiana Common Construction
Wage law (IC 5 -16 -7) and the federal Davis -Bacon and any related acts, and all rules and
regulations therein, for the past five (5) years.
Such statement shall also provide that the bidder has reviewed the Common Construction
Wage law, the federal Davis -Bacon Act, and any related acts, has reviewed and agrees to
pay the applicable common construction wage (or prevailing wage rate) as set forth in the
common construction wage rate schedule (or prevailing wage determination) attached to
the bid specifications, and will strictly comply with the Common Construction Wage law
(and federal Davis -Bacon and any related acts, if applicable) and related requirements.
A bidder who has been found by the Indiana Department of Labor to have a violation of
the Common Construction Wage law that has not been fully remedied within sixty (60)
days of the bidder's receipt of notice of said violation shall be deemed not to be a
responsible and responsive Bidder for two (2) years from the date of said finding. A
bidder may also be deemed not to be a responsible and responsive Bidder if the bidder
has committed multiple violations of the Common Construction Wage law, regardless of
whether or not such violations have been remedied. Further, a bidder on the federal
Excluded Parties List System (www.epls.gov) shall be deemed not to be a responsible
and responsive Bidder;
F. Evidence of participation in apprenticeship and training programs applicable to the work
to be performed on the project which are approved by and registered with the United
States Department of Labor's Office of Apprenticeship, or its successor organization. The
required evidence includes a copy of all applicable apprenticeship standards and
Apprenticeship Agreement(s) for any apprentice(s) who will perform work on the public
work project;
G. A copy of a written plan for employee drug testing that: (i) covers all employees of the
bidder who will perform work on the public work project; and (ii) meets, or exceeds, the
requirements set forth IC 4- 13 -18;
H. Documents evidencing bidder's safety and health activities, e.g. a written safety policy
statement or plan;
I. A statement that individuals who will perform work on the public work project on behalf
of the bidder will be properly classified as either (i) an employee or (ii) an independent
contractor, under all applicable state and federal laws and local ordinances;
J. A statement that all employees of the bidder who will perform work on the public work
project are (i) covered under a current worker's compensation insurance policy and (ii)
properly classified under such policy.
The evidence of worker's compensation insurance shall include a copy of the Certificate
of Insurance showing the minimum statutory coverage. Further, if the bidder is insured
with a carrier, the evidence of worker's compensation insurance shall also be a copy of
the Declaration Page(s) of the current worker's compensation insurance policy showing
the name and address of the insured, policy period, description, categories, class codes,
estimated payroll and rates;
K. Documents evidencing any professional or trade license or registration required by
federal or state law or local ordinance for any trade or specialty area in which the
contractor is seeking a contract award. Additionally, the bidder must disclose any
suspension or revocation of such license held by the company, or of any director, officer
or manager of the company;
L. Disclosure of any federal, state or local claim for unpaid compensation (wages and/or
fringe benefits) to bidder's employees filed against the bidder in the last five years, where
such claim totals $100,000 or more; and
M. Disclosure of any federal, state or local tax liens or tax delinquencies against the
contractor or any officers of the contractor in the last five (5) years.
Section 4. Subcontractors
The bidder shall provide a written list that discloses the name, address, and type of work
for each first -tier subcontractor from whom the bidder has accepted a bid and/or intends to hire
on any part of the public work project, including individuals performing work as independent
contractors, within five (5) business days from the date the bids are due.
In addition, each such first -tier subcontractor shall be required to adhere to the
requirements of Section 3 and Section 4 of this Ordinance as though it were bidding directly to
the City, except that first -tier subcontractors shall submit the required information (including the
name, address, and type of work for each of their first -tier subcontractors) to the successful
bidder no later than the date of the subcontractor's first application for payment for the public
work project and the bidder shall then forward said information to the City. Payment shall be
withheld from any first -tier subcontractor who fails to timely submit said information
until such information is submitted and approved by the City.
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Upon request, the City may require any second -7 ,,and lower -tier subcontractors to provide
a written list that discloses the name, address, and type of work for each of their first -tier
subcontractors to the successful bidder. Payments shall be withheld from any second- or lower
tier subcontract who fails to timely submit said information until such information is submitted
and approved by the City.
Failure of a subcontractor to submit the required information shall not disqualify the
successful bidder from performing work on the project and shall not constitute a contractual
default and/or breach by the successful bidder. However, the City may withhold all payments
otherwise due for work performed by a subcontractor, until the subcontractor submits the
required information and the City approves such information.
The disclosure of a subcontractor ( "Disclosed Subcontractor ") by a bidder or a
subcontractor shall not create any rights in the Disclosed Subcontractor. Thus, a bidder and/or
subcontractor may substitute another subcontractor ( "Substitute Subcontractor ") for a Disclosed
Subcontractor by giving the City written notice of the name, address, and type of work of the
Substitute Subcontractor. The Substitute Subcontractor is subject to all of the obligations of a
subcontractor under this Ordinance.
Section 5. Additional Criteria Available
If the criteria in Sections 3 and 4 are otherwise satisfied, the City may also consider the
following in determining whether or not a bidder is a "responsible bidder" for purposes of
awarding the public work project:
A. For projects in excess of $ 000,000, the City may require submission of Form 96 —
Contractor's Bid for Public Work and may consider the information contained in said
document if the submission of said document was required by the bidding documents
and /or required by applicable bidding statutes and laws.
B. Any determinations by a court or governmental agency for violations of federal, state, or
local laws including, but not limited to violations of contracting or antitrust laws, tax or
licensing laws, environmental laws, the Occupational Safety and Health Act (OSHA), the
National Labor Relations Act (NLRA), or federal Davis -Bacon and related Acts.
Section 6. Credit Toward Bid Award
The following criteria shall be used as credit toward a bid in determining the lowest
responsible bidder if the City provides in the solicitation that local credits shall apply. If the City
applies any credit(s) towards a bid, the credit(s) will not reduce the amount of a contract.
EXAMPLE: $1,000,000 bid, receives $50,000 local bidder credit. For purposes of
determining the lowest bidder, the contractor's bid is $950,000. However, the contract price
will remain $1,000,000.
A. The City shall apply a credit equal to 5% or $50,000, whichever is less, based on the local
bidder's bid. A local bidder is an individual or business entity that (1) establishes it has a
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place of business located in the county where the work is to be performed for at least 1
year prior to the deadline for submitting bids, as registered in official documents with the
Indiana Secretary of State; and (2) can demonstrate for one year prior to the deadline for
submitting bids that it has paid a minimum of $5,000 of sales tax in the county where the
work is to be performed.
In the event a local bidder does not bid on the project, a bidder that establishes it has a
place of business located within an Indiana county contiguous to the county where the
work is to be performed for at least one year prior to the deadline for submitting bids, as
registered in official documents with the Indiana Secretary of State, will receive a credit
equal to 1 % or $10,000, whichever is less; and
B. The City shall apply a credit equal to 2% or $20,000, whichever is less, towards the bid
of a bidder with a local workforce. "Local workforce" means at least 25% of the bidder's
construction employees reside in the county where the work is to be performed or Indiana
counties contiguous to the ,�ounLy where the work is to be performed. The bidder is not
required to have a place of business in the county where the work is to be performed for
this credit to apply.
The bidder is responsible for requesting credit based upon any of the above criteria.
Section 7. Material Change
Any material changes to the bidder's or first - tiered subcontractors' status at any time
must be reported in writing to the City within fourteen (14) days of the occurrence of said
material change.
Section 8. Incomplete Submissions by Bidders and Subcontractors
It is the sole responsibility of the bidder to comply with all of its submission requirements
within the time periods set forth in this Ordinance. Submissions that are inadequate and/or
incomplete may result in a determination that the bidder is not a "responsible bidder."
Section 9. Lowest Bidder Not Chosen
If the City awards the contract to a bidder other than the lowest bidder, the City must
state in the minutes or memoranda, at the time the award is made, the factors used to determine
which bidder is the lowest responsible and responsive bidder and to justify the award. The City
shall keep a copy of the minutes or memoranda available for public inspection.
Section 10. Certified Payroll Reports
For projects in which the cost is at least $250,000, the successful bidder and all
subcontractors working on a public work project shall submit a certified payroll report utilizing
the federal form now known as a WH -347 (or a successor form or a State of Indiana certified
payroll form if and when such a form is adopted) which must be prepared on a weekly basis and
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submitted to the City within ten (l 0) calendar days after the end of each week in which the
bidder or subcontractor performed its work on the public work project. The City may withhold
payment due for work performed by a bidder if the bidder fails to timely submit its certified
payroll reports until such time as such certified payroll reports are submitted. The City may also
withhold payment due for work performed by a subcontractor if the subcontractor fails to timely
submit its certified payroll reports until such time as such certified payroll reports are submitted.
The City shall not withhold payment to a bidder for work performed by the bidder or for work
performed by subcontractors who have submitted their certified payroll reports, because one or
more other subcontractors failed to timely submit their certified payroll reports.
Section 11. Public Records
All information submitted by a bidder or a subcontractor pursuant to this Ordinance,
including certified payrolls, are public records subject to review pursuant to the Indiana Access
to Public Records law (IC 5- 14 -3).
Section 12. Materiality
The requirements of this Ordinance are a material part of the bidding documents and any
contract for public work project subject to this Ordinance. The City shall include a copy of the
Ordinance and a copy of the forms for submission of the information required in Section 3 and 4
above, in all bidding documents for all public work projects subject to the Ordinance. If the City
fails to include a copy of the Ordinance in such bidding documents, the City may not reject a bid
submitted by a bidder on the basis that the bidder failed to submit the information required in
Section 3 or 4 in accordance with the applicable time periods; provided, however, that the City
may require bidders to submit such information after bids are submitted and then consider such
information in determining whether or not a bidder is "responsible." Regardless of whether or
not the Ordinance is included in the bidding documents, however, any bidder awarded a contract
for a public work project subject to this Ordinance is subject to the requirements of this
Ordinance.
Any bidder awarded a contract for a public work project subject to this Ordinance shall
insert provisions in all subcontracts for the public work project that require the subcontractor: (a)
to perform the subcontractor's obligations under this Ordinance; and (b) to include similar
language in all lower - tiered subcontracts for the public work project; provided, however, that a
subcontractor performing any work on a public work project subject to this Ordinance shall be
subject to this Ordinance regardless of whether or not such provisions are included in its
subcontract.
Section 13. Severability
If any portion of this Ordinance or the application thereof to any person or circumstance
is held invalid, such invalidity shall not affect other portions or applications of this Ordinance
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which can be given effect without the invalid portions or applications and, to this end, the
portions of this Ordinance are severable.
Section 14. Other Ordinances
Any prior ordinance or portion thereof in conflict with this Ordinance is hereby revoked.
Section 15. Effective Date
This Ordinance shall be in full force and effect from and after its passage by the Common
council and approval by the Mayor.
Member of the Common Council
Attest:
City Clerk
Presented by me to the Mayor of the City of South Bend, Indiana on the
day of , 2 , at o'clock . m.
City Clerk
Approved and signed by me on the day of
at o'clock . M.
1,-t READING I t_
PUBLIC NEARING
3 rd READING
NOT APPROVE
REFERRED
PASSED
Mayor, City of South Bend, Indiana
8
2 ,
k --fled in Clerk's Off
J®HIM V0080l
CITY CLEW WVTH SEND, IN F