Oklahoma Administrative Code › Title 753 - University Hospitals Trust › Chapter 11 - Acquisitions and Construction › Subchapter 1 - General Provisions › Section 753:11-1-2 - Definitions

Current through Vol. 41, No. 20, July 1, 2024
The following words or terms shall have the following meaning unless the context clearly indicates otherwise:
"Acquisition"
means all types of purchases and rentals, whether bought or leased by contract or otherwise, and includes every means by which the Trust obtains for its use any materials, supplies, service, or equipment.
"Alternate bid"
or
"Alternate"
means, for purposes of a construction contract, an amount stated in the bid to be added to or deducted from the amount of the base bid if the corresponding change in the work, as described in the bidding documents, is accepted.
"Architect"
means a person legally qualified to practice the profession of architecture as defined in the State Architectural Act, 59 O.S. § 46.
"Architectural Design & Construction Team"
or
"ADC"
means a team assembled within the Trust that may include an Architect, Project Manager, Superintendent, and/or other applicable member.
"Authority Having Jurisdiction"
or
"AHJ"
means the University of Oklahoma employee who works on behalf of the Oklahoma State Fire Marshall, performing all building inspections and code review based on Oklahoma State Fire Marshall guidelines.
"Award"
means when the Trust, the Chief Executive Officer, or other person authorized to make the acquisition, agrees on a suitable supplier for a bid and the successful supplier is notified.
"Base bid"
means the sum stated in the bid for which the bidder offers to perform the work described in the bidding documents as the base. Work may be added or deleted for sums stated in the alternate bids.
"Best value"
means an optional contract award system which can evaluate and rank submitted competitive performance proposals to identify the proposal with the greatest value to the Trust, which may not be the lowest bidder.
"Bid"
means a cost proposal submitted by a supplier in response to a request or solicitation for bids from the Trust.
"Bidder"
means an individual or business entity that submits a bid or proposal in response to an invitation to bid or a request for proposal. Bidder is synonymous with a "supplier" responding to a solicitation.
"Certified Procurement Officer"
or
"CPO"
means the Procurement Officer who has been OMES-certified.
"Chief Executive Officer"
or
"CEO"
means the highest-ranking administrator of the Trust.
"Chief Financial Officer"
or
"CFO"
means the Chief Financial Officer or comparable position who reports to the CEO on matters concerning the budget of the Trust.
"Chief Facilities Management Officer"
or
"CFMO"
means the Chief Facilities Management Officer or comparable position who reports to the CEO and manages the day-to-day operations and maintenance of the Trust's facilities.
"Claim"
means a demand or assertion by a contractor seeking, as a matter of right, adjustment or interpretation of contract terms, payment of money, extension of time, or other relief with respect to the terms of the contract. The term "Claim" also includes other disputes and matters in question between the owner and contractor arising out of or relating to the contract.
"Code"
means the minimum and applicable building code or codes provided by this rule.
"Construction"
means the process of planning, acquiring, designing, building, equipping, altering, repairing, improving, maintaining, disposing, or demolishing any structure or appurtenance thereto including facilities, utilities, or other improvements to any real property.
"Construction Management"
or
"CM"
means the project delivery method based on an agreement whereby the Trust acquires from a construction entity a series of services that can include, but are not necessarily limited to: design review, scheduling, cost control, value engineering, constructability evaluation, preparation and coordination of bid packages, and construction administration.
"Construction Management/At-Risk"
means the project delivery method whereby the construction entity takes on the financial obligation to carry out construction under a specified cost agreement.
"Construction Manager"
means a person who acts as an agent of the Trust for a construction project; who coordinates and manages the construction process; who is a member of the ADC; and who utilizes skills and knowledge of general contracting to assist in the development of schedules, preparation of project construction estimates, study of labor conditions; and who provides advice concerning construction, safety, and other issues related to the project that may surface. Issues may include, but are not limited to, monitoring progress, payments, changes and other factors affecting cost, or as may otherwise be specified in the solicitation issued by the state agency.
"Consultant"
means an individual or legal entity possessing the qualifications to provide licensed architectural, registered engineering, or registered land surveying services or possessing specialized credentials and qualifications as may be needed to plan or design for any construction or public work improvement project.
"Contract"
means the solicitation, supplier's response, negotiation document, and/or purchase order verifying an award and encumbering funds.
"Delivery system"
means the approach used to develop and construct a project.
"Design-Bid-Build"
means the delivery method used on construction projects whereby a licensed design professional retained based on qualifications, shall develop the project design in its entirety. the Trust shall then solicit bids and award the contract to the general contractor who demonstrates that they can complete construction, as specified in the design, and that they are the lowest responsible bidder.
"Emergency condition"
means an event or need that was not reasonably foreseeable but that is serious, unexpected, and potentially dangerous, and for which action must be taken before a bid can be prepared or put into action.
"Engineer"
means a person legally qualified to practice the profession of engineering as defined in Chapter 10, Engineering and Land Surveying, of Title 59 of the Oklahoma Statutes.
"Evaluation criteria"
means that written criteria necessary to evaluate a supplier's or bidder's response to a solicitation which may include specialized experience, technical competence, capacity to perform, past performance, and other appropriate factors, as and where appropriate.
"Facility"
means any building or improvement to real property.
"Federally funded project"
means any acquisition funded wholly or in part with federal dollars.
"Fixed fee"
means the type of fee which is expressed as a firm, fixed amount, for the services specified in the scope of work.
"FTE"
means a full-time equivalent personnel position.
"Guaranteed Maximum Price"
or
"GMP"
shall be the sum of the estimated cost of the work as defined in the contract and includes all of the contractor's fees and agreed upon contingencies.
"Internet"
means the international computer network of both federal and nonfederal interoperable packet-switched data networks, including the graphical subnetwork called the World Wide Web.
"Interview committee"
means a group of individuals designated by the CEO, CFO, CFMO, or other designee of the CEO to interview consultants for the purpose of selecting a consultant for a planned project. This group should include licensed architects or engineers, if available and when appropriate.
"Invitation to Bid"
or
"ITB"
means a type of solicitation in which the Trust or its designee requests suppliers to submit a bid for an acquisition, i.e. suppliers are invited to bid.
"Minimal value"
or
"no value"
means surplus property that has less value than the costs that the Trust may incur to sell, trade, or dispose of the property.
"Non-Collusion Certification"
means a certification submitted by a supplier with any competitive bid or contract executed by the Trust for goods or services in accordance with 74 O.S.  §
									85.22.
"Notice to Proceed"
means the formal written notice, by letter, informing the Construction Manager that the Guaranteed Maximum Price (GMP) is approved and the construction management services advance to the next phase.
"OMES"
means the Office of Management and Enterprise Services.
"Online bidding"
means an electronic procurement process in which the Trust receives bids from suppliers for goods, services, construction, or information services over the Internet in a real-time, competitive bidding event.
"OSFM"
means the Oklahoma State Fire Marshal.
"Past performance rating"
means a numerical rating on a 1-10 scale mathematically derived from customer satisfaction surveys completed by past clients.
"Percentage fee"
means a fee to be paid which is based upon a negotiated percentage of a resultant construction contract. For the consultant contract purposes, the construction contract amount is estimated.
"Pre-Design services"
means a formal planning process to establish function, scope, and cost of a future project.
"Procurement Officer"
or
"PO"
means the individual with the authority to make purchases for goods and services on behalf of the Trust, such as the Human Resources and Business Systems Director or comparable position, with such authority and all necessary accompanying documentation clearly marked in the individual's file.
"Program"
means the detailed description of the work and the scope of design services.
"Project"
means the scope of services for which competitive proposals are requested from interested construction services suppliers.
"Project capability"
means the ability of a supplier to perform the requested services based on understanding of the requirement and mastery of necessary technical requirements while demonstrating a lack of technical risk as evidenced by measurement or accomplishment.
"Project"
or
"Improvement"
means the collective act of design and construction of a new building, facility, or improvement, or the renovation of an existing building, facility, or improvement; or the acquisition of a building or facility for the purpose of renovation and occupancy.
"Request for Proposals"
or
"RFP"
means a type of solicitation in which the Trust requests submission of proposals from suppliers.
"Request for Quotation"
or
"RFQ"
means a simplified written or oral quote that the Trust or its designee requests from suppliers.
"Risk assessment"
means identification of risks that the supplier does not control and the supplier's plan to minimize the risk.
"Screening committee"
means a group of individuals designated by the CEO, CFO, CFMO, or other designee of the CEO which reviews the files of interested consultants for the purpose of selecting a short list of consultants to be interviewed. The group should include licensed architects or engineers, if available and when appropriate.
"Selection criteria"
means a listing of the considerations and requirements used to evaluate each prospective consultant.
"Short list"
means a listing of consultants chosen during the screening process for detailed interview. When possible, this list shall contain at least three (3) consultants for a single project. If the process is selecting for more than one consultant contract, there should be two (2) consultants on the short list for every planned project.
"Solicitation"
means the formal or informal manner in which the Trust determines the price of an acquisition from various suppliers.
"Supplier"
means "bidder" as defined in this section.
"Value-added"
means adjustment to the project requirement and/or benefit offered to the owner that may be proposed by a vendor, stated in terms of impact to the project in return for a deviation in price, schedule or quality.