HomeMy WebLinkAboutPrelim - HA - 07-10-20140 1
PRELIMINARY MINUTES
PALM DESERT HOUSING AUTHORITY MEETING
THURSDAY, JULY 10, 2014
CIVIC CENTER COUNCIL CHAMBER
73510 FRED WARING DRIVE, PALM DESERT, CA 92260
I. CALL TO ORDER - 3:00 P.M.
Chairman Tanner convened the meeting at 3:00 p.m.
II. ROLL CALL
Present: Absent:
Member Jean M. Benson Member Robert A. Spiegel
Member Jan C. Harnik
Vice Chairman Susan Marie Weber
Chairman Van G. Tanner
Also Present:
John M. Wohlmuth, Executive Director
Robert W. Hargreaves, Assistant City Attorney
Rudy P. Acosta, Assistant City Manager
Rachelle D. Klassen, Secretary
Russell Grance, Director of Building & Safety
Lauri Aylaian, Director of Community Development
Martin Alvarez, Director of Economic Development
Janet M. Moore, Director of Housing
Mark Greenwood, Director of Public Works
Frankie Riddle, Director of Special Programs
J. Luis Espinoza, Assistant Finance Director
Bo Chen, City Engineer
Stephen Y. Aryan, Risk Manager
Casey Hartman, Battalion Chief, Palm Desert Fire/Riverside Co. Fire Dept./Cal Fire
Bill Sullivan, Asst. Chief, Palm Desert Police/Riverside Co. Sheriff's Department
Grace L. Mendoza, Deputy City Clerk
III. ADJOURN TO CLOSED SESSION
Reauest for Closed Session:
A. Conference with Real Property Negotiator pursuant to Government Code
Section 54956.8:
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PALM DESERT HOUSING AUTHORITY MEETING JULY 10, 2014
1) Property: 75326 Kelsey Circle North (APN 634-241-031),
Palm Desert
Negotiating Parties:
Agency: John M. Wohlmuth/Janet M. Moore/City of Palm Desert/
Palm Desert Housing Authority
Property Owner: Jacqueline Maglione
Under Negotiation: x Price x Terms of Payment
With Authority Board concurrence, Chairman Tanner adjourned the meeting to
Closed Session at 3:01 p.m. He reconvened the meeting at 4:00 p.m.
IV. RECONVENE REGULAR MEETING - 4:00 P.M.
A. REPORT ON ACTION FROM CLOSED SESSION.
None
V. CONSENT CALENDAR
A. MINUTES of the Housing Authority Meeting of June 26, 2014.
Rec: By Minute Motion, continue to the meeting of August 28, 2014.
B. CLAIMS AND DEMANDS AGAINST THE AUTHORITY TREASURY -
Warrant Nos. 265HA, 270HA, 266HAF, and 271 HAF.
Rec: Approve as presented.
C. REPORT Pursuant to Section 33433(c) of the California Health and Safety
Code.
Rec: Receive and file.
Upon a motion by Harnik, second by Weber, and 4-0 vote of the Authority Board,
(AYES: Benson, Harnik, Weber, and Tanner; NOES: None; ABSENT: Spiegel), the
Consent Calendar was approved as presented.
VI. CONSENT ITEMS HELD OVER
None
VII. RESOLUTIONS
None
�:
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PALM DESERT HOUSING AUTHORITY MEETING JULY 10, 2014
VIII. NEW BUSINESS
None
IX. CONTINUED BUSINESS
A. REQUEST FOR AWARD OF CONTRACT TO OPTIMUS CONSTRUCTION,
INC., IN AN AMOUNT NOT TO EXCEED $15,423,351.39 FOR
CONSTRUCTION OF THE CARLOS ORTEGA VILLAS PROJECT
(CONTRACT NO. HA29410B, PROJECT NO. 825-11) (Continued from the
meetings of June 12 and June 26, 2014).
Project Coordinator Heather Buck stated this item was before the Council in
June when staff requested a continuance in order to review correspondence
received from the bidder with Legal Counsel. Specifically, it was Optimus'
request for release from bid. Subsequent to the June meeting, staff reviewed
additional correspondence with Legal Counsel and proceeded with the
required procedures, hearings, notifications, etc., pursuant to the Public
Contract Code. After further review with Legal Counsel, staff still
recommends approval of the contractwith Optimus Construction, the original
apparent low bidder. Yesterday, the Housing Commission unanimously
voted to forward this item to the Housing Authority. She said Council was
provided with a red -lined updated staff reportwith the details and procedures
staff has gone through and the recommendations.
MR. JEFF RISING, ProWest, Wildomar, California, stated the facts regarding
this issue are clearly stated in ProWest's letter dated June 25, 2014. He
hoped all Councilmembers had an opportunity to read it, if not, he urged
them to do so before casting a vote. He said nothing about this issue has
been alleged, stating the facts are that Optimus did not fill out the bid forms
correctly. He said the basic rule of competitive bidding is that bids must
conform to the specifications, if not, it may not be accepted. A bid that
substantially conforms may only be accepted where the variance cannot
have affected the amount of the bid or gives the bidder an advantage/benefit
not allow to other bidders. In this case, Optimus admitted it deviated from
the bid specifications in a way that materially affected the price giving them
an advantage not allowed to other bidders. Additionally, Optimus admitted
they did not include at least three contract requirements, the dry utilities, fire
detection, and metal fabrication. He said Optimus also admitted the double
listing of roofing and flooring subcontractors, which materially affected its bid.
He said the project was priced so significantly that Optimus requested and
sought release from its bid under Section 5103, making their bid
non -responsive. He said if ProWest or any other bidder on that day known
they didn't have to comply with the Public Contract Code or fill out the bid
form correctly or entirely, perhaps their numbers would have been lower. If
the Council votes in favor of Optimus, the Council was penalizing the
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contractors that submitted their bid correctly, which he didn't' think was fair
or right. He said the Public Contracting Code is in place to protect everyone
involved, the contractors and the City, and he asked the Council to honor its
intent.
MR. WILLIAM RIESTECK, Director of Pre -Construction at ProWest, stated
he wished to address the protest of the award of contract to Optimus
Construction for the Carlos Ortega Project, stating it didn't meet the spirit of
the Public Contracting statues. Over the last few weeks, since the project
was bid, ProWest didn't have all the information at hand with regard to the
subcontractor listing and such. It was only two days ago at 5:00 p.m. that
ProWest learned from the City that Optimus wouldn't be allowed to
subcontract the dry utilities and metal fabrication portion of the contract,
because they didn't submit the proper listing on bid day. This was confirmed
in an email dated July 3 from Optimus legal counsel to the City's legal
representative, which ProWest received Tuesday, July 8. He said
compelling Optimus to self perform this work is problematic to the City for the
following reasons: Metal fabrication of this type requires a C23 License and
dry utility work requires a C10 and C7 License, yet Optimus carries a "B"
License. By statue, a "B" License allows the contractor to perform two or
more unrelated trades. He said "B" Licenses are intended to allow general
contractorsto self -perform work on projects, mostly for framing and carpentry
with their own employees, but it was never intended to include specialized
trades. Allowing Optimus to self -perform under the circumstances based on
its license status, didn't mean they were qualified or capable of completing
this specialized work successfully. Even though the City is enforcing the
self -performance requirement of the Code, it didn't mean Optimus submitted
a responsive bid that will result in a successful project for the City. The
specialized metal fabrication for this project includes several complicated
welding techniques and skill sets that the average construction worker didn't
possess. The ornamental fences alone required welders to meet the
AWS-D1.1 (American Welding Society) Certification. Also, the contractor,
Optimus, must shop -prime -paint an assembled railing to meet the
SSPC-SP2 (Society for Protective Coatings - Surface Preparation) coating
standards that are detailed in the ASTME985 (American Society for Testing
and Materials). He said those things are not something that a general
contractor has the specialized equipment to do on his own, and Optimus will
have a hard time finding the trained staff to do that work without
subcontracting. In conclusion, ProWest believes the protest is well founded
on the grounds of non -responsiveness and lack of responsibility on the part
of Optimus. ProWest believes the City would be on firm ground in rejecting
Optimus bid. He said Optimus has admitted to at least five errors on its bid
and who knows if there are other errors they didn't admit to. He said an
award to Optimus would be problematic and it jeopardizes this project,
because one mistake is understandable, but five mistakes are unfathomable.
He said it was obvious Optimus didn't understand the contracting rules
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PALM DESERT HOUSING AUTHORITY MEETING JULY 10, 2014
based on their misplaced request for release and it's illegal request to add
subcontractors after the bid day. He said the City can avoid any risk and
make sure the law is followed by rejecting Optimus bid, stating it was only fair
on behalf of all the contractors and subcontractors that properly filled their
forms on bid day and followed the rules of procurement. He thanked the
Council for its time and looked forward to working with the City on this project
or any future project.
Councilmember Harnik asked staff to cover the red -lined additions or any
other relevant information.
Ms. Buck explained bids were received and opened on June 2. On June 4,
the City received a letter from Optimus indicating they had made clerical
errors in their bid. On June 9, the City received a letter requesting relief from
bid, basically, opting out. On June 13, a letter was received requesting
withdrawal of that relief from bid. In other words, Optimus wished to be back
in the running and considered as a contractor, stating they wished to proceed
per the Public Contract Code with a Subcontractor Substitution Hearing
(SSH). The SSH covered a couple of items. Optimus in their letter indicated
they had listed two trades for roofing and two trades for flooring, and when
two subcontractors are listed for a specific trade, it meant the contractor will
self -perform unless it went through this hearing process. The City went
through the hearing process for those two items, and it received an objection
from the subcontractor for the roofing; however, the hearing officer's decision
was that both entries were inadvertent clerical errors after reviewing all the
information presented. In Optimus' letter they also indicated they had failed
to list three subcontractors, which they have since provided updated
information. One of those subcontractors was for fire protection, and the
amount of that bid is actually less than the amount required for a contractor
to list them on the subcontractor designation form; therefore, this point was
null. The other two subcontractors, as indicated by ProWest, Optimus has
confirmed they are willing and able to self -perform the metal work and dry
utilities. She noted Council received the bid protest from ProWest and a
supplemental bid protest from ProWest. The Council has received two
responses to those bid protest from Optimus. The primary changes to the
red -lined staff report are to reject all bid protest including the supplemental
bid protest received, which includes an elaborated or updated discussion
from Legal Counsel as to why the City would reject the bid protest.
Mayor Tanner said he understood there is a subcontractor for the fire
suppression, and Optimus will be self -performing the work for the metal
fabrication and dry utilities within the $15,423.351.39 amount.
Ms. Buck replied that was correct.
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Mayor Tanner shared everyone was concerned about what it was getting,
and Council was informed that staff went to look at one of Optimus' private
projects in La Quinta, and staff felt the type of work they did was complete
and on time.
Ms. Buck clarified she only visited the exterior of the site only. Further
responding, she confirmed Optimus did good work on past projects.
Mayor Pro Tern Weber stated she wasn't comfortable voting in favor this
evening, because she didn't particularly care for a company bowing out of a
bid or cared for all the messiness of this. She also didn't care that staff
looked at a building on the outside, when that building had nothing to do with
what Palm Desert will be doing. She asked what was the cost to the City to
delay this matter in order for Council to review further, because she believed
ProWest had valid comments to protest, stating it was very inappropriate for
a contractor to pull his bid, cancel the withdrawal, and continued to make
changes to the bid. She asked what was the City's next step.
Assistant City Attorney Bob Hargreaves explained the protest was examined
in depth and at length, and staff is satisfied that Optimus can and will
perform the contract per the specifications. He said Optimus has a track
record that's reliable in that regard. He said Legal Counsel has gone through
the process and has been dealing with this matter for a month. He said
nothing would be gained at this point from any further delay, because there
was nothing else to do to add new information. He said Legal Counsel is
comfortable that the Public Contract Code and the Palm Desert Municipal
Code are complied with, stating the contracting codes are complied with for
the major intent there is to get. The City went with the lowest price from a
qualified bidder and that's what is being recommended. He said the process
has been fair; there have been hearings, a protest, exchange of opinions,
letters, and facts. He said the City has gone through the whole process that
is required by the Code and fairness; therefore, he didn't' believe anything
would be gained by delaying the action. Council's options at this point are to
award it to the low bidder or, on the other hand, allow Optimus to withdraw
their bid and award to the second lowest bidder.
Mayor Pro Tern Weber asked for clarification where the Code allows for
bidders to bow out and then come back and say I made a mistake and make
more changes. She asked if the other bidders were notified that Optimus
withdrew their bid and were allowed to make changes, and are other bidders
allowed to make changes as well.
Mr. Hargreaves replied the amount of the bid is the same. There were
certain changes in the bid list, which is permitted by Public Contract Code
and the Palm Desert Municipal Code. He said there is a process for when
mistakes are made, and the City's Hearing Officer Lauri Aylaian was
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convinced by the evidence presented that the mistakes were in fact
inadvertent. He agreed it was troubling, but they were inadvertent. He said
someone got in a rush at the last minute and included stuff in the bid that
shouldn't have been included. Therefore, under the law and those
circumstances, they are allowed to go through a process, show they were
inadvertent mistakes, and allowed to correct them. He pointed out the
process is intended to get the best deal for the City both in terms of quality
and price. He said the City has gone through the process and Optimus
represented the best low bidder.
Mayor Tanner had asked the question on whether there were any concerns
with the bonding company and apparently there are none. He said there is
a reasonable amount of difference between the low bid and the second and
third bid. In the event Optimus is not able to perform in the way they say
they can and will, the City has the right to go back to the bonding company
to get the project finished. He said he's been in the insurance industry in the
construction part for 41 years, and he knew if a bonding company is going
to bond with indemnity from the company doing it, there is reason for him to
believe this can be done, because it wasn't Optimus first project.
Councilmember Benson stated she listened to all of this information at the
Housing Commission Meeting yesterday, stating she too had concern about
this matter. However, when you look at everything that's happened with the
research done by staff and legal counsel, she has to believe they know what
they are doing, and City's attorneys wouldn't put Palm Desert in a difficult
position. She said the Council has to trust staff and Legal Counsel that they
have done all they can to do ensure this project will be built as said, because
no one wants Carlos Ortega's name to be harmed by a bad project. She
said this was a very special project to those who have been with the City for
a long time and everyone wants to see this project done right and according
to what has been promised. She said she was placing her faith on staff and
Legal Counsel in that they are making the right decisions.
Councilmember Benson moved to, by Minute Motion: 1) Approve Optimus
Construction's request to withdraw its Relief From Bid Letter; 2) approve the substitution
of subcontractor Floor Technology Group with Residential Design Services; 3) approve the
substitution of subcontractor Builder's Choice Roofing Company with DBR Premium, Inc.;
4) reject all Bid Protests, including the supplemental Bid Protest received from ProWest
PCM, Inc.; 5) authorize award of the subject contract to Optimus Construction, Inc.,
Glendale, California, for Construction of the Carlos Ortega Villas Project in an amount not
to exceed $15,423,351.39; 6) authorize the Finance Director to set aside the amount of
$1,542,335.13 as 10% contingency for the project; 7) authorize the Executive Director to
approve Change Orders up to the amount of $100,000 per occurrence in the aggregate
amount not to exceed 100% of the contingency ($1,542,335.13); 8) authorize the Executive
Directorto make payments, in cases of exigencies and in amounts notto exceed $100,000
to agencies and utilities for costs related to construction of the project that may be in
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excess of his current authorization; 9) Chairman to execute said Construction Contract —
funds are available in Housing Authority Capital Improvements Account
No. 871-8691-466-4001. Motion was seconded by Tanner and carried by a 3-1 vote
(AYES: Benson, Harnik, and Tanner; NOES: Weber; ABSENT: Spiegel).
X. OLD BUSINESS
None
X1. PUBLIC HEARINGS
None
XII . REPORTS, REMARKS, AND AUTHORITY BOARD ITEMS REQUIRING ACTION
A. EXECUTIVE DIRECTOR
None
B. AUTHORITY COUNSEL
None
C. CHAIRMAN AND MEMBERS OF THE AUTHORITY
None
XIII. ORAL COMMUNICATIONS - C
None
XIV. ADJOURNMENT
On a motion by Weber, second by Harnik, and unanimous consent of the Authority
Board (Spiegel ABSENT), Chairman Tanner adjourned the meeting at 5:33 p.m.
ATTEST:
RACHELLE D. KLASSEN SECRETARY
PALM DESERT HOUSING AUTHORITY
VAN G. TANNER, CHAIRMAN
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