SB1570 EnrolledLRB103 05684 AWJ 50703 b SB1570 Enrolled LRB103 05684 AWJ 50703 b SB1570 Enrolled LRB103 05684 AWJ 50703 b 1 AN ACT concerning local government. 2 Be it enacted by the People of the State of Illinois, 3 represented in the General Assembly: 4 Section 5. The Illinois Municipal Code is amended by 5 adding Division 39.2 to Article 11 as follows: 6 (65 ILCS 5/Art. 11 Div. 39.2 heading) 7 DIVISION 39.2. MUNICIPAL DESIGN-BUILD CONTRACTS 8 (65 ILCS 5/11-39.2-1 new) 9 Sec. 11-39.2-1. Short title. This Division may be cited as 10 the Municipal Design-Build Authorization Act. 11 (65 ILCS 5/11-39.2-5 new) 12 Sec. 11-39.2-5. Purpose. The purpose of this Division is 13 to authorize municipalities to use design-build processes to 14 increase the efficiency and effectiveness of delivering public 15 projects. 16 (65 ILCS 5/11-39.2-10 new) 17 Sec. 11-39.2-10. Definitions. As used in this Division: 18 "Delivery system" means the design and construction 19 approach used to develop and construct a project. 20 "Design-bid-build" means the traditional delivery system SB1570 Enrolled LRB103 05684 AWJ 50703 b SB1570 Enrolled- 2 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 2 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 2 - LRB103 05684 AWJ 50703 b 1 used on public projects that incorporates the competitive 2 bidding process set forth in this Code. 3 "Design-build" means a delivery system that provides 4 responsibility within a single contract for the furnishing of 5 architecture, engineering, land surveying, and related 6 services, as required, and the labor, materials, equipment, 7 and other construction services for the project. 8 "Design-build contract" means a contract for a public 9 project under this Division between a municipality and a 10 design-build entity to furnish: architecture, engineering, 11 land surveying, public art or interpretive exhibits, and 12 related services, as required, and the labor, materials, 13 equipment, and other construction services for the project. 14 "Design-build entity" means an individual, sole 15 proprietorship, firm, partnership, joint venture, corporation, 16 professional corporation, or other entity that proposes to 17 design and construct any public project under this Division. 18 "Design professional" means an individual, sole 19 proprietorship, firm, partnership, joint venture, corporation, 20 professional corporation, or other entity that offers services 21 under the Illinois Architecture Practice Act of 1989, the 22 Professional Engineering Practice Act of 1989, the Structural 23 Engineering Practice Act of 1989, or the Illinois Professional 24 Land Surveyor Act of 1989. 25 "Evaluation criteria" means the requirements for the 26 separate phases of the selection process as defined in this SB1570 Enrolled - 2 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 3 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 3 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 3 - LRB103 05684 AWJ 50703 b 1 Division and may include the specialized experience, technical 2 qualifications and competence, capacity to perform, past 3 performance, experience with similar projects, assignment of 4 personnel to the project, and other appropriate factors. 5 "Proposal" means the offer to enter into a design-build 6 contract as submitted by a design-build entity in accordance 7 with this Division. 8 "Public art designer" means an individual, sole 9 proprietorship, firm, partnership, joint venture, corporation, 10 professional corporation, or other entity that has 11 demonstrated experience with the design and fabrication of 12 public art, including any media that has been planned and 13 executed with the intention of being staged in the physical 14 public domain outside and accessible to all or any art which is 15 exhibited in a public space, including publicly accessible 16 buildings, or interpretive exhibits, including communication 17 media that is designed to engage, excite, inform, relate, or 18 reveal the intrinsic nature or indispensable quality of a 19 topic or story being presented. 20 "Request for proposal" means the document used by the 21 municipality to solicit proposals for a design-build contract. 22 "Scope and performance criteria" means the requirements 23 for the public project, such as the intended usage, capacity, 24 size, scope, quality and performance standards, life-cycle 25 costs, and other programmatic criteria that are expressed in 26 performance-oriented and quantifiable specifications and SB1570 Enrolled - 3 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 4 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 4 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 4 - LRB103 05684 AWJ 50703 b 1 drawings that can be reasonably inferred and are suited to 2 allow a design-build entity to develop a proposal. 3 (65 ILCS 5/11-39.2-15 new) 4 Sec. 11-39.2-15. Solicitation of proposals. 5 (a) A municipality may enter into design-build contracts. 6 In addition to the requirements set forth in its local 7 ordinances, when the municipality elects to use the 8 design-build delivery method, it must issue a notice of intent 9 to receive proposals for the project at least 14 days before 10 issuing the request for the proposal. The municipality must 11 publish the advance notice in the manner prescribed by 12 ordinance, which must include posting the advance notice 13 online on its website. The municipality may publish the notice 14 in construction industry publications or post the notice on 15 construction industry websites. A brief description of the 16 proposed procurement must be included in the notice. The 17 municipality must provide a copy of the request for proposal 18 to any party requesting a copy. 19 (b) The request for proposal must be prepared for each 20 project and must contain, without limitation, the following 21 information: 22 (1) The name of the municipality. 23 (2) A preliminary schedule for the completion of the 24 contract. 25 (3) The proposed budget for the project, the source of SB1570 Enrolled - 4 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 5 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 5 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 5 - LRB103 05684 AWJ 50703 b 1 funds, and the currently available funds at the time the 2 request for proposal is submitted. 3 (4) Prequalification criteria for design-build 4 entities wishing to submit proposals. The municipality 5 must include, at a minimum, its normal qualifications, 6 licensing, registration, and other requirements; however, 7 nothing precludes the use of additional prequalification 8 criteria by the municipality. 9 (5) Material requirements of the contract, such as the 10 proposed terms and conditions, required performance and 11 payment bonds, insurance, and the entity's plan to comply 12 with the utilization goals for business enterprises 13 established in the Business Enterprise for Minorities, 14 Women, and Persons with Disabilities Act and with Section 15 2-105 of the Illinois Human Rights Act. 16 (6) The performance criteria. 17 (7) The evaluation criteria for each phase of the 18 solicitation. Price may not be used as a factor in the 19 evaluation of Phase I proposals. 20 (8) The number of entities that will be considered for 21 the technical and cost evaluation phase. 22 (c) The municipality may include any other relevant 23 information that it chooses to supply. The design-build entity 24 may rely upon the accuracy of this documentation in the 25 development of its proposal. 26 (d) The date that proposals are due must be at least 21 SB1570 Enrolled - 5 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 6 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 6 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 6 - LRB103 05684 AWJ 50703 b 1 calendar days after the date of the issuance of the request for 2 proposal. If the cost of the project is estimated to exceed 3 $12,000,000, then the proposal due date must be at least 28 4 calendar days after the date of the issuance of the request for 5 proposal. The municipality must include in the request for 6 proposal a minimum of 30 days to develop the Phase II 7 submissions after the selection of entities from the Phase I 8 evaluation is completed. 9 (65 ILCS 5/11-39.2-20 new) 10 Sec. 11-39.2-20. Development of scope and performance 11 criteria. 12 (a) The municipality must develop, with the assistance of 13 a licensed design professional or public art designer, a 14 request for proposal, which must include scope and performance 15 criteria. The scope and performance criteria must be in 16 sufficient detail and contain adequate information to 17 reasonably apprise the qualified design-build entities of the 18 municipality's overall programmatic needs and goals, including 19 criteria and preliminary design plans, general budget 20 parameters, schedule, and delivery requirements. 21 (b) Each request for proposal must also include a 22 description of the level of design to be provided in the 23 proposals. This description must include the scope and type of 24 renderings, drawings, and specifications that, at a minimum, 25 will be required by the municipality to be produced by the SB1570 Enrolled - 6 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 7 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 7 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 7 - LRB103 05684 AWJ 50703 b 1 design-build entities. 2 (c) The scope and performance criteria must be prepared by 3 a design professional or public art designer who is an 4 employee of the municipality, or the municipality may contract 5 with an independent design professional or public art designer 6 selected under the Local Government Professional Services 7 Selection Act to provide these services. 8 (d) The design professional or public art designer that 9 prepares the scope and performance criteria is prohibited from 10 participating in any design-build entity proposal for the 11 project. 12 (e) The design-build contract may be conditioned upon 13 subsequent refinements in scope and price and may allow the 14 municipality to make modifications in the project scope 15 without invalidating the design-build contract. 16 (65 ILCS 5/11-39.2-25 new) 17 Sec. 11-39.2-25. Procedures for Selection. 18 (a) The municipality must use a two-phase procedure for 19 the selection of the successful design-build entity. Phase I 20 of the procedure will evaluate and shortlist the design-build 21 entities based on qualifications, and Phase II will evaluate 22 the technical and cost proposals. 23 (b) The municipality must include in the request for 24 proposal the evaluating factors to be used in Phase I. These 25 factors are in addition to any prequalification requirements SB1570 Enrolled - 7 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 8 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 8 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 8 - LRB103 05684 AWJ 50703 b 1 of design-build entities that the municipality has set forth. 2 Each request for proposal must establish the relative 3 importance assigned to each evaluation factor and subfactor, 4 including any weighting of criteria to be employed by the 5 municipality. The municipality must maintain a record of the 6 evaluation scoring to be disclosed in event of a protest 7 regarding the solicitation. 8 The municipality must include the following criteria in 9 every Phase I evaluation of design-build entities: (i) 10 experience of personnel; (ii) successful experience with 11 similar project types; (iii) financial capability; (iv) 12 timeliness of past performance; (v) experience with similarly 13 sized projects; (vi) successful reference checks of the firm; 14 (vii) commitment to assign personnel for the duration of the 15 project and qualifications of the entity's consultants; and 16 (viii) ability or past performance in meeting or exhausting 17 good faith efforts to meet the utilization goals for business 18 enterprises established in the Business Enterprise for 19 Minorities, Women, and Persons with Disabilities Act and with 20 Section 2-105 of the Illinois Human Rights Act. The 21 municipality may include any additional, relevant criteria in 22 Phase I that it deems necessary for a proper qualification 23 review. 24 The municipality may not consider any design-build entity 25 for evaluation or award if the entity has any pecuniary 26 interest in the project or has other relationships or SB1570 Enrolled - 8 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 9 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 9 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 9 - LRB103 05684 AWJ 50703 b 1 circumstances, such as long-term leasehold, mutual 2 performance, or development contracts with the municipality, 3 that may give the design-build entity a financial or tangible 4 advantage over other design-build entities in the preparation, 5 evaluation, or performance of the design-build contract or 6 that create the appearance of impropriety. No proposal may be 7 considered that does not include an entity's plan to comply 8 with the requirements established in the Business Enterprise 9 for Minorities, Women, and Persons with Disabilities Act, for 10 both the design and construction areas of performance, and 11 with Section 2-105 of the Illinois Human Rights Act. 12 Upon completion of the qualification evaluation, the 13 municipality must create a shortlist of the most highly 14 qualified design-build entities. The municipality, in its 15 discretion, is not required to shortlist the maximum number of 16 entities as identified for Phase II evaluation if no less than 17 2 design-build entities nor more than 6 are selected to submit 18 Phase II proposals. 19 The municipality must notify the entities selected for the 20 shortlist in writing. This notification must commence the 21 period for the preparation of the Phase II technical and cost 22 evaluations. The municipality must allow sufficient time for 23 the shortlist entities to prepare their Phase II submittals 24 considering the scope and detail requested by the 25 municipality. 26 (c) The municipality must include in the request for SB1570 Enrolled - 9 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 10 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 10 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 10 - LRB103 05684 AWJ 50703 b 1 proposal the evaluating factors to be used in the technical 2 and cost submission components of Phase II. Each request for 3 proposal must establish, for both the technical and cost 4 submission components of Phase II, the relative importance 5 assigned to each evaluation factor and subfactor, including 6 any weighting of criteria to be employed by the municipality. 7 The municipality must maintain a record of the evaluation 8 scoring to be disclosed in event of a protest regarding the 9 solicitation. 10 The municipality must include the following criteria in 11 every Phase II technical evaluation of design-build entities: 12 (i) compliance with objectives of the project; (ii) compliance 13 of proposed services to the request for proposal requirements; 14 (iii) quality of products or materials proposed; (iv) quality 15 of design parameters; (v) design concepts; (vi) innovation in 16 meeting the scope and performance criteria; and (vii) 17 constructability of the proposed project. The municipality may 18 include any additional relevant technical evaluation factors 19 it deems necessary for proper selection. 20 The municipality must include the following criteria in 21 every Phase II cost evaluation: the total project cost, the 22 construction costs, and the time of completion. The 23 municipality may include any additional relevant technical 24 evaluation factors it deems necessary for proper selection. 25 The total project cost criteria weighting factor may not 26 exceed 30%. SB1570 Enrolled - 10 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 11 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 11 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 11 - LRB103 05684 AWJ 50703 b 1 The municipality must directly employ or retain a licensed 2 design professional or a public art designer to evaluate the 3 technical and cost submissions to determine if the technical 4 submissions are in accordance with generally accepted industry 5 standards. Upon completion of the technical submissions and 6 cost submissions evaluation, the municipality may award the 7 design-build contract to the highest overall ranked entity. 8 (65 ILCS 5/11-39.2-30 new) 9 Sec. 11-39.2-30. Small projects. In any case where the 10 total overall cost of the project is estimated to be less than 11 $12,000,000, the municipality may combine the two-phase 12 procedure for selection described in Section 11-39.2-25 into 13 one combined step if all the requirements of evaluation are 14 performed in accordance with Section 11-39.2-25. 15 (65 ILCS 5/11-39.2-35 new) 16 Sec. 11-39.2-35. Submission of proposals. Proposals must 17 be properly identified and sealed. Proposals may not be 18 reviewed until after the deadline for submission has passed as 19 set forth in the request for proposals. 20 Proposals must include a bid bond in the form and security 21 as designated in the request for proposals. Proposals must 22 also contain a separate sealed envelope with the cost 23 information within the overall proposal submission. Proposals 24 must include a list of all design professionals, public art SB1570 Enrolled - 11 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 12 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 12 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 12 - LRB103 05684 AWJ 50703 b 1 designers, and other entities to which any work may be 2 subcontracted during the performance of the contract. 3 Proposals must meet all material requirements of the 4 request for proposal or they may be rejected as nonresponsive. 5 The municipality may reject any and all proposals. 6 The drawings and specifications of the proposal may remain 7 the property of the design-build entity. 8 The municipality must review the proposals for compliance 9 with the performance criteria and evaluation factors. 10 Proposals may be withdrawn prior to evaluation for any 11 cause. After evaluation begins by the municipality, clear and 12 convincing evidence of error is required for withdrawal. 13 After a response to a request for qualifications or a 14 request for proposal has been submitted as provided in this 15 Section, a design-build entity may not replace, remove, or 16 otherwise modify any firm identified as a member of the 17 proposer's team unless authorized to do so by the 18 municipality. 19 (65 ILCS 5/11-39.2-40 new) 20 Sec. 11-39.2-40. Award; performance. The municipality may 21 award the contract to the highest overall ranked design-build 22 entity. Notice of award must be made in writing. Unsuccessful 23 design-build entities must also be notified in writing. The 24 municipality may not request a best and final offer after the 25 receipt of proposals of all qualified design-build entities. SB1570 Enrolled - 12 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 13 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 13 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 13 - LRB103 05684 AWJ 50703 b 1 The municipality may negotiate with the selected design-build 2 entity after award, but prior to contract execution, for the 3 purpose of securing better terms than originally proposed if 4 the salient features of the request for proposal are not 5 diminished. 6 A design-build entity and associated design professionals 7 must conduct themselves in accordance with the relevant laws 8 of this State and the related provisions of the Illinois 9 Administrative Code. 10 (65 ILCS 5/11-39.2-45 new) 11 Sec. 11-39.2-45. Reports and evaluation. At the end of 12 every 6-month period following the contract award, and again 13 prior to final contract payout and closure, a selected 14 design-build entity must detail, in a written report submitted 15 to the municipality, its efforts and success in implementing 16 the entity's plan to comply with the utilization goals for 17 business enterprises established in the Business Enterprise 18 for Minorities, Women, and Persons with Disabilities Act and 19 the provisions of Section 2-105 of the Illinois Human Rights 20 Act. 21 (65 ILCS 5/11-39.2-50 new) 22 Sec. 11-39.2-50. Exception. Nothing in this Division 23 prevents a municipality from using a qualification-based 24 selection process for design professionals or construction SB1570 Enrolled - 13 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 14 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 14 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 14 - LRB103 05684 AWJ 50703 b 1 managers for design-build projects. 2 (65 ILCS 5/11-39.2-55 new) 3 Sec. 11-39.2-55. Severability. The provisions of this 4 Division are severable under Section 1.31 of the Statute on 5 Statutes. 6 Section 10. The School Code is amended by adding Article 7 15A as follows: 8 (105 ILCS 5/Art. 15A heading new) 9 ARTICLE 15A. SCHOOL DESIGN-BUILD CONTRACTS 10 (105 ILCS 5/15A-1 new) 11 Sec. 15A-1. Short title. This Article may be cited as the 12 School Design-Build Authorization Law. 13 (105 ILCS 5/15A-5 new) 14 Sec. 15A-5. Purpose. The purpose of this Article is to 15 authorize school districts to use design-build processes to 16 increase the efficiency and effectiveness of delivering public 17 projects. 18 (105 ILCS 5/15A-10 new) 19 Sec. 15A-10. Definitions. As used in this Article: 20 "Delivery system" means the design and construction SB1570 Enrolled - 14 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 15 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 15 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 15 - LRB103 05684 AWJ 50703 b 1 approach used to develop and construct a project. 2 "Design-build" means a delivery system that provides 3 responsibility within a single contract for the furnishing of 4 architecture, engineering, land surveying, and related 5 services, as required, and the labor, materials, equipment, 6 and other construction services for the project. 7 "Design-build contract" means a contract for a public 8 project under this Article between a school district and a 9 design-build entity to furnish: architecture, engineering, 10 land surveying, public art or interpretive exhibits, and 11 related services, as required, and the labor, materials, 12 equipment, and other construction 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 Article. 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 set forth in this 26 Article and may include the specialized experience, technical SB1570 Enrolled - 15 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 16 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 16 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 16 - LRB103 05684 AWJ 50703 b 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 in accordance 6 with this Article. 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 that 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 proposal" means the document used by the 20 school district to solicit proposals for a design-build 21 contract. 22 "Scope and performance criteria" means the requirements 23 for the public project, such as the intended usage, capacity, 24 size, scope, quality and performance standards, life-cycle 25 costs, and other programmatic criteria that are expressed in 26 performance-oriented and quantifiable specifications and SB1570 Enrolled - 16 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 17 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 17 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 17 - LRB103 05684 AWJ 50703 b 1 drawings that can be reasonably inferred and are suited to 2 allow a design-build entity to develop a proposal. 3 (105 ILCS 5/15A-15 new) 4 Sec. 15A-15. Solicitation of proposals. 5 (a) A school district may enter into design-build 6 contracts. In addition to the requirements set forth by the 7 school board, if the school district elects to use the 8 design-build delivery method, it must issue a notice of intent 9 to receive proposals for the project at least 14 days before 10 issuing the request for the proposal. The school district must 11 publish the advance notice in the manner prescribed by the 12 school board, which must include posting the advance notice 13 online on its website. The school district may publish the 14 notice in construction industry publications or post the 15 notice on construction industry websites. A brief description 16 of the proposed procurement must be included in the notice. 17 The school district must provide a copy of the request for 18 proposal to any party requesting a copy. 19 (b) The request for proposal must be prepared for each 20 project and must contain, without limitation, the following 21 information: 22 (1) The name of the school district. 23 (2) A preliminary schedule for the completion of the 24 contract. 25 (3) The proposed budget for the project, the source of SB1570 Enrolled - 17 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 18 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 18 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 18 - LRB103 05684 AWJ 50703 b 1 funds, and the currently available funds at the time the 2 request for proposal is submitted. 3 (4) Prequalification criteria for design-build 4 entities wishing to submit proposals. The school district 5 must include, at a minimum, its normal qualifications, 6 licensing, registration, and other requirements; however, 7 nothing precludes the use of additional prequalification 8 criteria by the school district. 9 (5) Material requirements of the contract, such as the 10 proposed terms and conditions, required performance and 11 payment bonds, insurance, and the entity's plan to comply 12 with the utilization goals for business enterprises 13 established in the Business Enterprise for Minorities, 14 Women, and Persons with Disabilities Act and with Section 15 2-105 of the Illinois Human Rights Act. 16 (6) The performance criteria. 17 (7) The evaluation criteria for each phase of the 18 solicitation. Price may not be used as a factor in the 19 evaluation of Phase I proposals. 20 (8) The number of entities that will be considered for 21 the technical and cost evaluation phase. 22 (c) The school district may include any other relevant 23 information that it chooses to supply. The design-build entity 24 may rely upon the accuracy of this documentation in the 25 development of its proposal. 26 (d) The date that proposals are due must be at least 21 SB1570 Enrolled - 18 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 19 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 19 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 19 - LRB103 05684 AWJ 50703 b 1 calendar days after the date of the issuance of the request for 2 proposal. If the cost of the project is estimated to exceed 3 $12,000,000, then the proposal due date must be at least 28 4 calendar days after the date of the issuance of the request for 5 proposal. The school district must include in the request for 6 proposal a minimum of 30 days to develop the Phase II 7 submissions after the selection of entities from the Phase I 8 evaluation is completed. 9 (105 ILCS 5/15A-20 new) 10 Sec. 15A-20. Development of scope and performance 11 criteria. 12 (a) The school district must develop, with the assistance 13 of a licensed design professional or public art designer, a 14 request for proposal, which must include scope and performance 15 criteria. The scope and performance criteria must be in 16 sufficient detail and contain adequate information to 17 reasonably apprise the qualified design-build entities of the 18 school district's overall programmatic needs and goals, 19 including criteria, general budget parameters, schedule, and 20 delivery requirements. 21 (b) Each request for proposal must also include a 22 description of the level of design to be provided in the 23 proposals. This description must include the scope and type of 24 renderings, drawings, and specifications that, at a minimum, 25 will be required by the school district to be produced by the SB1570 Enrolled - 19 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 20 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 20 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 20 - LRB103 05684 AWJ 50703 b 1 design-build entities. 2 (c) The scope and performance criteria must be prepared by 3 a design professional or public art designer who is an 4 employee of the school district, or the school district may 5 contract with an independent design professional or public art 6 designer selected under the Local Government Professional 7 Services Selection Act to provide these services. 8 (d) The design professional or public art designer that 9 prepares the scope and performance criteria is prohibited from 10 participating in any design-build entity proposal for the 11 project. 12 (e) The design-build contract may be conditioned upon 13 subsequent refinements in scope and price and may allow the 14 school district to make modifications in the project scope 15 without invalidating the design-build contract. 16 (105 ILCS 5/15A-25 new) 17 Sec. 15A-25. Procedures for selection. 18 (a) The school district must use a 2-phase procedure for 19 the selection of the successful design-build entity. Phase I 20 of the procedure must evaluate and shortlist the design-build 21 entities based on qualifications, and Phase II must evaluate 22 the technical and cost proposals. 23 (b) The school district must include in the request for 24 proposal the evaluating factors to be used in Phase I. These 25 factors are in addition to any prequalification requirements SB1570 Enrolled - 20 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 21 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 21 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 21 - LRB103 05684 AWJ 50703 b 1 of design-build entities that the school district has set 2 forth. Each request for proposal must establish the relative 3 importance assigned to each evaluation factor and subfactor, 4 including any weighting of criteria to be employed by the 5 school district. The school district must maintain a record of 6 the evaluation scoring to be disclosed in event of a protest 7 regarding the solicitation. 8 The school district must include the following criteria in 9 every Phase I evaluation of design-build entities: 10 (1) experience of personnel; 11 (2) successful experience with similar project types; 12 (3) financial capability; 13 (4) timeliness of past performance; 14 (5) experience with similarly sized projects; 15 (6) successful reference checks of the firm; 16 (7) commitment to assign personnel for the duration of 17 the project and qualifications of the entity's 18 consultants; and 19 (8) ability or past performance in meeting or 20 exhausting good faith efforts to meet the utilization 21 goals for business enterprises established in the Business 22 Enterprise for Minorities, Women, and Persons with 23 Disabilities Act and with Section 2-105 of the Illinois 24 Human Rights Act. 25 The school district may include any additional, relevant 26 criteria in Phase I that it deems necessary for a proper SB1570 Enrolled - 21 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 22 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 22 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 22 - LRB103 05684 AWJ 50703 b 1 qualification review. 2 The school district may not consider a design-build entity 3 for evaluation or an award if the entity has any pecuniary 4 interest in the project or has other relationships or 5 circumstances, such as long-term leasehold, mutual 6 performance, or development contracts with the school 7 district, that may give the design-build entity a financial or 8 tangible advantage over other design-build entities in the 9 preparation, evaluation, or performance of the design-build 10 contract or that create the appearance of impropriety. A 11 design-build entity shall not be disqualified under this 12 Section solely due to having previously been awarded a project 13 or projects under any applicable public procurement law of the 14 State. No proposal may be considered that does not include an 15 entity's plan to comply with the requirements established in 16 the Business Enterprise for Minorities, Women, and Persons 17 with Disabilities Act, for both the design and construction 18 areas of performance, and with Section 2-105 of the Illinois 19 Human Rights Act. 20 Upon completion of the qualification evaluation, the 21 school district must create a shortlist of the most highly 22 qualified design-build entities. The school district, in its 23 discretion, is not required to shortlist the maximum number of 24 entities as identified for Phase II evaluation if no less than 25 2 design-build entities nor more than 6 are selected to submit 26 Phase II proposals. If a school district receives one response SB1570 Enrolled - 22 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 23 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 23 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 23 - LRB103 05684 AWJ 50703 b 1 to Phase I, nothing herein shall prohibit the school district 2 from proceeding with a Phase II evaluation of the single 3 respondent, if the school district, in its discretion, finds 4 proceeding to be in its best interest. 5 The school district must notify the entities selected for 6 the shortlist in writing. This notification must commence the 7 period for the preparation of the Phase II technical and cost 8 evaluations. The school district must allow sufficient time 9 for the shortlist entities to prepare their Phase II 10 submittals considering the scope and detail requested by the 11 school district. 12 (c) The school district must include in the request for 13 proposal the evaluating factors to be used in the technical 14 and cost submission components of Phase II. Each request for 15 proposal must establish, for both the technical and cost 16 submission components of Phase II, the relative importance 17 assigned to each evaluation factor and subfactor, including 18 any weighting of criteria to be employed by the school 19 district. The school district must maintain a record of the 20 evaluation scoring to be disclosed in event of a protest 21 regarding the solicitation. 22 The school district must include the following criteria in 23 every Phase II technical evaluation of design-build entities: 24 (1) compliance with objectives of the project; 25 (2) compliance of proposed services to the request for 26 proposal requirements; SB1570 Enrolled - 23 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 24 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 24 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 24 - LRB103 05684 AWJ 50703 b 1 (3) quality of products or materials proposed; 2 (4) quality of design parameters; 3 (5) design concepts; 4 (6) innovation in meeting the scope and performance 5 criteria; and 6 (7) constructability of the proposed project. 7 The school district may include any additional relevant 8 technical evaluation factors it deems necessary for proper 9 selection. 10 The school district must include the following criteria in 11 every Phase II cost evaluation: the total project cost, the 12 construction costs, and the time of completion. The school 13 district may include any additional relevant technical 14 evaluation factors it deems necessary for proper selection. 15 The total project cost criteria weighting factor may not 16 exceed 30%. 17 The school district must directly employ or retain a 18 licensed design professional or a public art designer to 19 evaluate the technical and cost submissions to determine if 20 the technical submissions are in accordance with generally 21 accepted industry standards. Upon completion of the technical 22 submissions and cost submissions evaluation, the school 23 district may award the design-build contract to the highest 24 overall ranked entity. 25 (105 ILCS 5/15A-30 new) SB1570 Enrolled - 24 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 25 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 25 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 25 - LRB103 05684 AWJ 50703 b 1 Sec. 15A-30. Small projects. In any case in which the 2 total overall cost of the project is estimated to be 3 $12,000,000 or less, the school district may combine the 4 2-phase procedure for selection described in Section 15A-25 5 into one combined step if all the requirements of evaluation 6 are performed in accordance with Section 15A-25. 7 (105 ILCS 5/15A-35 new) 8 Sec. 15A-35. Submission of proposals. Proposals must be 9 properly identified and sealed. Proposals may not be reviewed 10 until after the deadline for submission has passed as set 11 forth in the request for proposal. 12 Proposals must include a bid bond in the form and security 13 as designated in the request for proposal. Proposals must also 14 contain a separate sealed envelope with the cost information 15 within the overall proposal submission. Proposals must include 16 a list of all design professionals, public art designers, and 17 other entities to which any work may be subcontracted during 18 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 may remain 24 the property of the design-build entity. 25 The school district must review the proposals for SB1570 Enrolled - 25 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 26 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 26 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 26 - LRB103 05684 AWJ 50703 b 1 compliance with the performance criteria and evaluation 2 factors. 3 Proposals may be withdrawn prior to evaluation for any 4 cause. After evaluation begins by the school district, clear 5 and convincing evidence of error is required for withdrawal. 6 After a response to a request for qualifications or a 7 request for proposal has been submitted under this Section, a 8 design-build entity may not replace, remove, or otherwise 9 modify any firm identified as a member of the proposer's team 10 unless authorized to do so by the school district. 11 (105 ILCS 5/15A-40 new) 12 Sec. 15A-40. Award; performance. The school district may 13 award the contract to the highest overall ranked design-build 14 entity. Notice of award must be made in writing. Unsuccessful 15 design-build entities must also be notified in writing. The 16 school district may not request a best and final offer after 17 the receipt of proposals of all qualified design-build 18 entities. The school district may negotiate with the selected 19 design-build entity after the award, but prior to contract 20 execution, for the purpose of securing better terms than 21 originally proposed if the salient features of the request for 22 proposal are not diminished. 23 A design-build entity and associated design professionals 24 must conduct themselves in accordance with the relevant laws 25 of this State and the related provisions of the Illinois SB1570 Enrolled - 26 - LRB103 05684 AWJ 50703 b SB1570 Enrolled- 27 -LRB103 05684 AWJ 50703 b SB1570 Enrolled - 27 - LRB103 05684 AWJ 50703 b SB1570 Enrolled - 27 - LRB103 05684 AWJ 50703 b 1 Administrative Code. 2 (105 ILCS 5/15A-45 new) 3 Sec. 15A-45. Evaluation and report. At the end of every 4 6-month period following the contract award, and again prior 5 to final contract payout and closure, a selected design-build 6 entity must detail, in a written report submitted to the 7 school district, its efforts and success in implementing the 8 entity's plan to comply with the utilization goals for 9 business enterprises established in the Business Enterprise 10 for Minorities, Women, and Persons with Disabilities Act and 11 the provisions of Section 2-105 of the Illinois Human Rights 12 Act. 13 (105 ILCS 5/15A-50 new) 14 Sec. 15A-50. Exception. Nothing in this Article prevents a 15 school district from using a qualification-based selection 16 process for design professionals or construction managers for 17 design-build projects. 18 (105 ILCS 5/15A-90 new) 19 Sec. 15A-90. Severability. The provisions of this Article 20 are severable under Section 1.31 of the Statute on Statutes. SB1570 Enrolled - 27 - LRB103 05684 AWJ 50703 b