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INDEFINITE DELIVERY PROJECTS (IDC). CHAPTER 9 Indefinite Delivery Contracts. 9.1 GENERAL 9.1.1 Related Statutory Authority 9.1.2 Definitions 9.1.3 General Requirements for Solicitation of an IDC 9.2 PROFESSIONAL SERVICES INDEFINITE DELIVERY CONTRACTING
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CHAPTER 9Indefinite Delivery Contracts 9.1 GENERAL • 9.1.1 Related Statutory Authority • 9.1.2 Definitions • 9.1.3 General Requirements for Solicitation of an IDC 9.2 PROFESSIONAL SERVICES INDEFINITE DELIVERY CONTRACTING • 9.2.1 The Professional Services Indefinite Delivery Contract • 9.2.2 Delivery Orders Assigned to the Professionals Services IDC 9.3 CONSTRUCTION SERVICES INDEFINITE DELIVERY CONTRACTING • 9.3.1 General • 9.3.2 Limits of Indefinite Delivery Construction Contracts • 9.3.3 Bid and Award of Construction IDC • 9.3.4 Contractors’ Licensing • 9.3.5 Contract Award • 9.3.6 Awarding Delivery Orders • 9.3.7 Performance and Payment Bonds • 9.3.8 Quarterly Reports
DEFINITION The term “Indefinite Delivery Contract” (IDC) means a contract that does not procure or specify a defined quantity of services (other than a minimum or maximum quantity) and that provides for the issuance of delivery orders for the performance of tasks during the period of the contract.
CHAPTER 9Indefinite Delivery Contracts 9.1 GENERAL • 9.1.1 Related Statutory Authority • 9.1.2 Definitions • 9.1.3 General Requirements for Solicitation of an IDC 9.2 PROFESSIONAL SERVICES INDEFINITE DELIVERY CONTRACTING • 9.2.1 The Professional Services Indefinite Delivery Contract • 9.2.2 Delivery Orders Assigned to the Professionals Services IDC 9.3 CONSTRUCTION SERVICES INDEFINITE DELIVERY CONTRACTING • 9.3.1 General • 9.3.2 Limits of Indefinite Delivery Construction Contracts • 9.3.3 Bid and Award of Construction IDC • 9.3.4 Contractors’ Licensing • 9.3.5 Contract Award • 9.3.6 Awarding Delivery Orders • 9.3.7 Performance and Payment Bonds • 9.3.8 Quarterly Reports
BID AND AWARD OF CONSTRUCTION IDC The bidding documents must accurately describe the method the Agency plans to use to arrive at a Base Bid. The Agency may use one of three methods for bidding IDC’s: • low Bid of a Representative Project • Under this method, the Agency uses an actual project (representative project) to solicit bids, not a hypothetical project nor a previously completed project but one that may be constructed by the low bidder. The Agency awards an IDC to the lowest responsive and responsible bidder and will then award the representative project as the first delivery order, as long as the low bid does not exceed the statutory amount. The Agency may also award an IDC to other bidder’s starting with the second low bidder, then the third low bidder and so forth. The Agency must contract with minimum of three contractors for each category of work (general construction, mechanical, etc.) for which it intends to issue delivery orders. When the Agency wants to issue a delivery order, it must seek quotes from all IDC contractors awarded a contract pursuant to a single solicitation and award the delivery order to the contractor submitting the lowest quote. The Agency’s contract with each IDC contractor shall require the contractor to provide a quote when requested. • Cost Guide and Multiplier • Unit Prices
IDC PROJECT NUMBERING Chapter 1, Paragraph 1.7.5 Project Numbering A. OSE gives each project under its jurisdiction a unique project number. The Agency needs to assure that this number appears on all documents and correspondence associated with the project. OSE’s project number format is as follows: 1. Permanent Improvement Project Number 2. Non-Permanent Improvement Project Number 3. Indefinite Delivery Contract Number NOTE: When an IDC project is using the Low Bid of a Representative Project method for selecting the IDC contractors, the representative project plans and specifications shall include both the IDC project number (as shown above) and the Delivery Order project number through which the representative project is intended to be awarded (PIP or Non-PIP). The IDC number above is only to be used in referencing the selection of the A-E or Contractor and not to be used specifically as the project number of the representative project or other Delivery Orders.
IDC Forms – 600 Series PROFESSIONAL SERVICES IDC FORMS • SE-600 - Request to Award Multiple Professional Services IDCs for Same Services • SE-610 - Invitation for Professional Services Indefinite Delivery Contract • SE-612 - Notification of Selection for Interviews - Professional Services Indefinite Delivery Contract • SE-614 - Professional Services Selection Committee Indefinite Delivery Contract - Confidentiality & Conflict of Interest Policy • SE-615 - Selection Committee Member Evaluation - Indefinite Delivery Contract • SE-617 - Selection Committee Summary - Indefinite Delivery Contract • SE-619 - Notification of Selection for Contract Negotiation - Indefinite Delivery Contract • SE-620 - Request for Authority to Execute a Professional Services Indefinite Delivery Contract • SE-630 - Transmittal of Small Professional Services IDC - For Information Only • SE-640 - Professional Services Indefinite Delivery Contract • SE-645 - Professional Services IDC Delivery Order • SE-648 - Professional Services IDC Delivery Order Modification
IDC Forms – 600 Series CONSTRUCTION SERVICES IDC FORMS • Table of Contents – IDC Project Manual • SE-650 - Request to Award Multiple Construction Services IDCs for Same Services • SE-655 - Invitation for Construction Services Indefinite Delivery Contract • SE-656 - Instruction to Bidders for Construction Services Indefinite Delivery Contract • SE-657 - Construction Services Indefinite Delivery Contract Unit Price Bid Form • SE-658 - Construction Services Indefinite Delivery Contract Multiplier Bid Form • SE-659 - Construction Services Indefinite Delivery Contract Representative Project Bid Form • SE-660 - Request for Concurrence in Posting Notice of Intent to Award Indefinite Delivery Contract • SE-670 - Notice of Intent to Award Indefinite Delivery Contract • SE-680 - Construction Services Indefinite Delivery Contract • SE-685 - General Conditions to Construction Services Indefinite Delivery Contract • SE-690 - Construction Services IDC Delivery Order • SE-695 - Construction Services IDC Delivery Order Modification
CHAPTER 9Indefinite Delivery Contracts 9.1 GENERAL • 9.1.1 Related Statutory Authority • 9.1.2 Definitions • 9.1.3 General Requirements for Solicitation of an IDC 9.2 PROFESSIONAL SERVICES INDEFINITE DELIVERY CONTRACTING • 9.2.1 The Professional Services Indefinite Delivery Contract • 9.2.2 Delivery Orders Assigned to the Professionals Services IDC 9.3 CONSTRUCTION SERVICES INDEFINITE DELIVERY CONTRACTING • 9.3.1 General • 9.3.2 Limits of Indefinite Delivery Construction Contracts • 9.3.3 Bid and Award of Construction IDC • 9.3.4 Contractors’ Licensing • 9.3.5 Contract Award • 9.3.6 Awarding Delivery Orders • 9.3.7 Performance and Payment Bonds • 9.3.8 Quarterly Reports
IDC REPORTING The Agency must submit to OSE quarterly reports on IDC contracts. Each report must contain the following: • IDC project number; • Delivery Order number for each Delivery Order issued under the IDC; • Brief description of work for each Delivery Order; • Date of OSE Building Code approval for each Delivery Order; • Flood Plain Community Number and Panel Number each Delivery Order; • Date of Flood Hazard Area Permit if applicable for each Delivery Order; • If Agency pays delivery order fees out of a PIP, the PIP project number from which fees are paid; • If Agency does not pay delivery order fees out of a PIP, identify source of funds; • Total fees paid per Delivery Order.
IDC REPORTING OSE is currently working on a standard IDC reporting form. Agencies will be notified as soon as that form is posted on our website and available for use.