Loading...
HomeMy WebLinkAboutMINUTES - 03272001 - SD.2 1 ' f TO: Board of Supervisors FROM: John Sweeten, County Administrator DATE: March 21, 2001 SUBJECT: Family Law Center Project, 751 Pine Street, Martinez Authorization No. 4033-4408; Project No. 0928-WH408B RESOLUTION NO. 2001/ 179 SPECIFIC REQUEST(S) OR RECOMMENDATION(S) & BACKGROUND AND JUSTIFICATION RECOMMENDATION(S) A. RATIFY issuance of the bid addendum extending bid opening date to April 19,2001 forthe above project. B. Forthe reasons listed below, DIRECT the County Administrator or his designee(with assistance from County Counsel) to prepare, for the Board's consideration, an additional bid addendum requiring the negotiation of a project labor agreement on the terms described below. FINANCIAL IMPACT There is no anticipated impact to the General Fund. Bond proceeds of$11.5 million have been set aside for this project. The debt service for these bonds is covered primarily from revenues generated from Courthouse Construction and Criminal Justice Construction Funds. BACKGROUND/REASONS FOR RECOMMENDATIONS On January 23,2001,the Board approved plans and specifications forthe Family Law Center and directed the solicitation of construction bids for the project. The project consists of a two-story steel frame structure, approximately 40,000 square feet in area,and is estimated to cost$11.5 million. Pursuant to the Board's direction, the project was advertised, and bids originally were schedule to be submitted and opened on March 22, 2001. On March 15, 2001, Addendum No. 2 was issued to extend the bid opening date to April 19, 2001. It is recommended that the Board ratify that bid addendum. This Board has directed the preparation and presentation of this resolution for its further consideration concerning the above subject and related matters. For the following reasons, it is desirable to require the negotiation of a project labor agreement for this project: CONTINUED ON ATTACHMENT: X YES SIGNATURE _ RECOMMENDATION OF COUNTY ADMINISTRATOR _ RECOMMENDA ON OT BO E APPROVE OTHER SIGNATURE(S): ACTION OF BOARD ON marcri 27 , 2001 APPROVED AS RECOMMENDED X A OTHER See the attached Addendum for Board action . VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A TRUE AND CORRECT COPY OF AN ACTION TAKEN XX UNANIMOUS(ABSENT — — — — — ) AND ENTERED ON THE MINUTES OF THE BOARD AYES: NOES: OF SUPERVISORS ON THE DATE SHOWN. ABSENT: ABSTAIN: ATTESTED: JOHN SWEETEN, CLERK OF THE BOARD OF Contact: George Roemer,(925)335-1055 SUPERVISORS AND COUNTY ADMINISTRATOR Orig.Dept.: County Administrators Office cc: County Counsel Auditor/Controller GSD Accounting-Terry Mann 0 n March 27 , 2001 Contra Costa Building&Construction Trades Council O'Brien Kreitzberg(Via CAO) Depu y lerk`. Family Law Center Project, 725 Court Street, Martinez Authorization No. 4033-4408 March 21, 2001 Project No. 0928-WH408B BACKGROUND/REASONS FOR RECOMMENDATIONS (continued) (a) It is estimated that this construction project will require 17 months and will involve numerous contractors and employees in different trades. (b)Satisfactory performance will require a skilled and properly trained workforce to construct the project because the project must be completed on time so that the courtwill be available to provide much- needed judicial services to the citizens of the County. (c)Satisfactory performance will also require that construction proceed without the disruptions that can occur on long-term projects both from external labor relations problems and from the frictions that often arise when a large number of contractors and their employees work in close proximity to one another on a job site. (d)In the private sector, project laboragreements have been used foryears on large constructions projects to achieve satisfactory performance and the economic benefits that result from having a guaranteed source of skilled workers and from avoiding disruptions in work. (e) The United States Supreme Court held in Building & Construction Trades Council v. Associated Builders& Contractors of Mass./R.l., Inc. (1993)507 U.S. 218 (Boston Harbor), that public entities can enjoythe substantial benefits that project labor agreements can provide and the public entities may"choose a contractor based on that contractor's willingness to enter into a pre-hire [project labor] agreement." The validity of project labor agreements also has been upheld by the California Supreme Court in Associated Builders & Contractors, Inc. v. San Francisco Airports Commission (1999) 21 CalAth 352. (f)In order to ensure satisfactoryand timely completion of the project, itis necessary that County staff charged with the fiscal administration and responsibility for this construction project take all appropriate actions necessary to assure that this construction project will not exceed its budget in any manner because of the requirements of this resolution. (g) Based upon testimony and materials previously received and matters otherwise know to the Board and its members, the is an urgent need to expeditiously construct this court facility. In order to implement project labor agreement for this project, it is recommended that the Board direct the County Administrator and project staff(with the assistance of the County Counsel's office)to prepare for the Board's further consideration a further bid addendum with substantially the following provisions: (a)The apparent lowest responsible monetary bidder,as a condition of being awarded the contract, shall negotiate a project labor agreementwith the Contra Costa Building and Construction Trades Council ("Council") so that the contractor and its subcontractors can utilize the hiring halls maintained by the Council's constituents and can utilize the Council and its constituents for resolving labor disputes during the term of the project. The project labor agreement shall be negotiated with the Council within 14 days after the bidder (general contractor) has been notified of its apparent status by the County; (b)The project labor agreement shall cover all work on the project that is within the scope of the contract between the County and the general contractor and shall run for the duration of the project; (c) The project labor agreement shall include provisions for the following: (1)recognition of the Council and/or its affiliates as the exclusive bargaining agent(s)for all workers on the job so that the general contractor knows who to deal with regarding any labor matters that may arise during the course of construction; (2)referral of workers from the hiring halls maintained by the constituents of the Council in order to ensure a reliable source of skilled workers for the project; Resolution 2001 /179 -2- Family Law Center Project, 725 Court Street, Martinez Authorization No. 4033-4408 March 21, 2001 Project No. 0928-W H408B (3) a no-strike provision for the duration of the project and a final and binding grievance and arbitration procedure in orderto prevent disruptions and delays of the project arising from internal/external labor relations disputes, including jurisdictional disputes. (d)The general contractor shall require all of its subcontractors, as a condition of working on the project, to become parties to the project labor agreement. (e)(1)In the eventthat the general contractor and the Council are unable to agree upon the terms of a project labor agreement within the time limits set forth in paragraph 4(a)above,they shall immediately proceed with arbitration of the matter in a timely fashion. The general contractor and Council shall schedule a hearing before the arbitrator which shall be held within 10 days. The primary arbitrator to be utilized will be specified in the bid addendum. The hearing shall be completed within a single day and if post-hearing briefs are requested by either party they shall be filed within 3 days of the hearing. The cost of the arbitrator and any court reporter shall be borne equally by the general contractor and the Council. (2) The arbitrator shall decide the terms of the project labor agreement which shall include provisions as described in paragraphs(c)and(d)above. In deciding the other terms of the project labor agreement,the arbitrator shall select in toto either the last proposal made by the general contractor or the last proposal made by the Council. (3)The arbitrator shall issue his written award within 7 days of the completion of the hearing and send copies of it to the general contractor,the Council,and the County. The arbitrator's decision shall be final and binding on the general contractor and the Council. (4) If the general contractor refuses to proceed to interest arbitration or to be bound by the arbitrator's award, it will not be awarded the contract and the County may select a new general contractor. If the Council refuses to proceed to interest arbitration or to be bound by the arbitrator's award,the general contractor shall be excused from the requirement that it negotiate a project labor agreement with the Council in order to be considered for award of the project contract. Resolution No . 2001 /179 -3- ADDENDUM TO ITEM SD.2 March 27, 2001 On this date, the Board of Supervisors considered ratifying the issuance of a bid addendum extending the bid opening date for the Family Law Center Project, at 751 Pine Street, Martinez , and directing the issuance of a bid addendum requiring negotiation of a project labor agreement. (Authorization No. 40033-4408; Project No. 0928-WH408B). Supervisor Uilkema opened the public hearing before the staff report on this item, since members of the Judiciary were due back in court. The Board was in agreement. The public hearing was opened, and the following people appeared to speak: The Honorable Peter Spinetta, Contra Costa County Superior Court; Tom Steiner, Pacific Construction Corps., 1238 Laurel Lane, Lafayette; Aram Hodess, Plumbers and Steamfitters Union 159; 1308 Roman Way, Martinez; Greg Feere, Contra Costa Building Trades Council, 935 Alhambra Avenue, Martinez; Bruce Fisher, West Coast Contractors, 2320 Courage Drive, #111, Fairfield; Kevin Dayton, Golden Gate Chapter, Associated Builders and Contractors, 11875 Dublin Blvd., Ste C — 258, Dublin; Eric Christen, Coalition for Employment in Construction, 2320 Courage Drive, #110 Fairfield; Derek Daymond, Sierra Bay Contractors, Inc., 4021 Port Chicago Highway, Concord; Frank Stephens, Western Electrical Contractor Association, 9719 Lincoln Village, Sacramento; Dale Peterson, IBEW 302, 1875 Arnold Drive, Martinez; Tom Baca, V.P. Contra Costa Labor Council, 213 Midway Drive, Martinez; Jim Hein, P.O. Box 6530, Concord; and Linda Valdez, Horizon Sheet Metal, 4881 Sunrise Drive, Ste B, Martinez. The public hearing was closed, and the Board discussed the issues. Following the Board's.discussion, Supervisor Gioia moved the staff report and Supervisor Gerber seconded it. The Board offered further comments, following those comments, the Board took the following action: CLOSED the public hearing; and APPROVED staff's recommendations A and B. REQUEST TO SPEAK FORM (THREE (3)MINUTE LIMIT) Complete this form and place it in the box near the speakers' rostrum before addressing the Board. Name: 4E �/�/JY��77¢ Phone: Address: City: A,� I am speaking for myself or organization: 202MIA& &AAW77 (name of organization) CHECK ONE: I wish to speak on Agenda Item# S Z Date My comments will be: general for against I wish to speak on the subject of I do not wish to speak but leave these comments for the Board to Consider: SPEAKERS 1.- Deposit the"Request to Speak" form(on the reverse side) in the box next to the.speaker's microphone before your agenda item is to be considered 2. You will be called on to make your presentation. Please speak into the microphone at the podium. 3. Begin by stating y' our'name;-address'and whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a copy of your presentation or support documentation if available before speaking. S. Limit your presentation to three minutes. Avoidl repeating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. i. REQUEST T T O SPEAK FORM RM Q S (THREE (3) MINUTE LIMIT) Complete this form and place it in the box near the speakers' rostrum before addressing the Board. Name: - 5T- 'iPhone: 9-;2•s" 23-7-3-5-Q0 Address: 102.3 9 Y/71/AC-Z- 1�44c: City: I am speaking for myself V or organization: l� (name of organization) CHECK, OHNE: I wish to speak on Agenda Item Date : My comments will be: general for against ✓ I wish to speak on the subject of_ ,�Po✓E� L/JBve /�G,eEcrfaEi✓ I do not wish to speak but leave these comments for the Board to Consider: SPEAKERS 1. Deposit the"Request to Speak" form(on the reverse side) in the box next to the speaker's microphone before your agenda item is to be considered 2. You will be called on to make your presentation. Please speak into the microphone at the podium. 3. Begin by stating your name, address and whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a copy of your presentation or support documentation if available before speaking. 5. Limit your presentation to three minutes. Avoid repeating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. REQUEST TO SPEAK FORM (THREE (3)MINUTE LIMIT) (� 3 Complete this form and place it in the box near the speakers' rostrum before addressing the Board. Name: Phone: Phone: Address: City: �Z I am speaking for myself or organization: P4 LP M (name of organization) CHECK ONE: c I wish to speak on Agenda Item# 7 Date : �1>2 ��_ My comments will be: general for against I wish to speak on the subject of I do not wish to speak but leave these comments for the Board to Consider: SPEAKERS 1. Deposit the"Request.to Speak" form (on the reverse side) in'the box nexf to the'speaker's microphone..before;your agenda item is to be considered - fled" 2.`'. You will be,called on to make your presentation. Please speak into the microphone at the podium. 3. Begin by stating your name, address and whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a'copy of your.presentation or`support documentation if available before speaking. 5. Limit your presentation to three minutes. Avoid repeating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. REQUEST TO SPEAK FORM (THREE (3)MINUTE LIMIT) Complete this form and place it in the box near the speakers' rostrum before addressing the Board. Name: C�� � ee� Phone: ZZq-ock,Q o Address: 5 e.\�o. .-.� �.rp _ City: M p,c\.1.,r,cz . I am speaking for myself or organization: CA Q-, ,S �•�n c,� (name of organization) CHECK ONE: I wish to speak on Agenda Item# S� . Date : -ZA-3 My comments will be: general for against I wish to speak on the subject of I do not wish to speak but leave these comments for the Board to Consider: SPEAKERS 1. Deposit the"Request to Speak" form (on the reverse side) in the box next to the speaker's microphone before your agenda item is to be considered 2. You will be called on to make your presentation. Please speak into the microphone at the podium. . Begin by.stating your,name, address-and whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a copy of your presentation or support documentation if available before speaking. 5. Limit your presentation to three minutes. Avoid r'e'peating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. REQUEST TO SPEAK FORM y (THREE (3)MINUTE LIMIT) Complete this form and place it in the box near the speakers' rostrum before addressing the Board. Name: -64(jel " ��+1Gr Phone: 7o �5- 10b6 Address: 2-340 COUr'Atir- n1INC ��1( City: Fpo('Z/V .t> I am speaking for myself [organization:)Yo (name of organization) CHECK ONE: 1/ I wish to speak on Agenda Item# SD Z- Date My comments will be: general for against I wish to speak on the subject of I do not wish to speak but leave these comments for the Board to Consider: SPEAKERS 1. Deposit the"Request to Speak"form(on the reverse side) in the box next to the speaker's microphone before your agenda item is to be considered 2. You will be called on to make your presentation. Please speak into the microphone at the podium. 3. Begin by stating your name, address and whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a copy of your presentation or support documentation if available before speaking. 5. Limit your presentation to three minutes. Avoid repeating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. REQUEST TO SPEAK FORM 2 (THREE (3)MINUTE LIMIT) S Complete this form and place it in the box near the speakers' rostrum before addressing the Board. r b (92,S) hl -lz,33,Name: e�- ^ D kti � Phone: Address: City: I am speaking for myself or organization: �� �` �Q hC aq (name of organization) CHECK NE: (� I wish to speak on Agenda Item# C -Z Dale : My comments will be: general for against I wish to speak on the subject of I do not wish to speak but leave these comments for the Board to Consider: j SPEAKERS T 1� '1. Deposit the"Request to Speak" form(on the reverse side) in the box next to the speaker's microphone before your agenda item is to be considered 2. You will be called on to make your presentation. Please speak into the microphone at the podium. 3. Begin by stating your name, address and whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a copy of your presentation or support documentation if available before speaking. 5. Limit your presentation to three minutes. Avoid repeating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. REQUEST TO SPEAK FORM (THREE (3) MINUTE LIMIT) 7 Complete this form and place it in the box near the speakers' rostrum before addressing the Board. Name: Phone: -7U7- 3a-o6"7-6 Address: 23-h _��.PW- */To City: 1 am speaking for myself or organization:_ r - V �,.� �vw�w►-� (name of organizAdon) CHECK ON i V/ I wish to speak on Agenda Item# 5 a- Date : I -)-7 My comments will be: general_ for against I wish to speak on the subject of I do not wish to speak but leave these comments for the Board to Consider: SPEAKERS 1. Deposit the"Request to Speak" form (on the reverse side) in the box next to the speaker's microphone before your agenda item is to be considered 2. You will be called on to make your presentation. Please speak into the microphone at the podium. 3. Begin by stating your name, address and whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a copy of your presentation or support documentation if available before speaking. S. Limit your presentation to three minutes. Avoid repeating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. REQUEST TO SPEAK FORM •7� (THREE (3)MINUTE LIMIT) Complete this form and place it in the box near the speakers' rostrum before addressing the Board. Name: ,Ir6L Hit v Phone: q2< 6,7/ 77 / 1 Address: G 07,1 44- 644ce4, At 4,v. City: 1,'0A-e-e•-J I am speaking for myself Ine, (name of organization) CHECK ONE: I wish to speak on Agenda Item# SD 2-- Date : 312-7V01 My comments will be: general_�_ for against _ I wish to speak on the subject of I do not wish to speak but leave these comments for the Board to Consider: SPEAKERS 1 Deposit the"Request to Speak" form (on the reverse side) in the box next to the speaker's microphone before your agenda item is to be considered 2. You will be called on to make-your presentation. Please speak into the microphone at the podium: 3. Begin by stating your name, address and whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a copy of your presentation or support documentation if available before speaking. 5. Limit your presentation to three minutes. Avoid repeating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. REQUEST TO SPEAK FORM S--p (THREE (3)MINUTE LIMIT) Complete this form and place it in the box near the speakers' rostrum before addressing the Board. Name: 6`C Phone::1(- i�0- 4 Z- Address: vJ l Q LIA City: a I am speaking for myself or organization: 1A Q44,,,,.n (name of organization) CHECK ONE: (/ I wish to speak on Agenda Item# S 0 L Date My comments will be: general for against I wish to speak on the subject of I do not wish to speak but leave these comments for the Board to Consider: e , SPEAKERS 1. Deposit the"Request to Speak" form (on the reverse side) in the box next to the speaker's microphone before your agenda item is to be considered 2. You will be called on to make your presentation. Please speak into the microphone at the podium. 3. Begin by stating your name, address and whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a copy of your presentation or support documentation if available before speaking, 5. Limit your presentation to three minutes. Avoid repeating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. REQUEST TO SPEAK FORM (THREE (3)MINUTE LIMIT) /D Complete this form and place it in the box near the speakers' rostrum before addressing the Board. Name: Phone: ��/ �Opt/ Phone: Address: �� ; i �y(.�r/Cr�I� �/� City: 12272 I am speaking for myself or organization: Z,6r4(/ (name of organization) CHECK ONE: I wish to speak on Agenda Item# s 17 Date : 3' ` O My comments will be:. general for against I wish to speak on the subject of I do not wish to speak but leave these comments for the Board to Consider: SPEAKERS 1. Deposit the"Request to Speak" form (on the reverse side) in the box next to the speaker's microphone before your agenda item is to be considered 2. You will be called on to make your presentation. Please speak into the microphone at the podium. 3. Begin by stating your name, address and whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a copy of your presentation or support documentation if available before speaking. 5. Limit your presentation to three minutes. Avoid repeating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. REQUEST TO SPEAK FORM (THREE (3)MINUTE LIMIT) Complete this form and place it in the box near the speakers' rostrum before addressing the Board. Name: D fA JJ Cc. V• C•L. C Phone: 21 9' !9 2 (o Address: a13 /Y) i 01 w Q Y D f i cJ e City: M a r 4-,A..,e Z I am speaking for myself or organization: o u 4 N a (,o S 4& C env ✓Q l L tb o r (name of organization) CHECK ONE: I wish to speak on Agenda Item# _ Date : R-27- 61 My comments will be: general for ,-x-against I wish to speak on the subject of I do not wish to speak but leave these comments for the Board to Consider: does U leN -�ra ( L a �or Cou �uC � � SPEAKERS 1. Deposit the"Request to Speak" form (on the reverse side) in the box next to the':speaker's microphone before your agenda item is to be considered 2. You will be called on to make your presentation. Please speak,into the microphone at the podium. Begin by stating your'name, address and'whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a.copy of your presentation or support documentation if available before speaking. • i, 5. Limit your presentation to three minutes. Avoid repeating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. ,_". REQUEST TO SPEAK FORMa--- (THREE (3) MINUTE LIMIT) Complete this form and place it in the box near the speakers' rostrum before addressing the Board. Name: tWC-J,�J Phone: Address: P0, 61!5�50 City: r� I am speaking for myself or organization: (name of organization) CHECK ONE: I wish to speak on Agenda Item# Z Date a My comments will be: general for against I wish to speak on the subject of I do not wish to speak but leave these comments for the Board to Consider: SPEAKERS 1. Deposit the"Request to Speak" form (on the reverse side) in the box next to the speaker's microphone before your agenda item is to be considered 2. You will be called on to make your presentation. , Please speak irito'the microphone at the podium. 3. Begin by stating your name, address and whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a copy of your presentation or support documentation if available before speaking. 5. Limit your presentation to three minutes. Avoid repeating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. REQUEST TO SPEAK FORM2-- (THREE (3)MINUTE LIMIT) i Complete this form and place it in the box near the speakers' rostrum before addressing the Board. ff / 9aS� Name: Z, Phone: Address: WWI soypa tS pe� -3l`T- "s City: I am speaking for myself or organization: 4)el,2.dd (name of organization) CHECK ONE: y I wish to speak on Agenda Item# Date My comments will be: general for against vT I wish to speak on the subject of I do not wish to speak but leave these comments for the Board to Consider: SPEAKERS 1. Deposit the"Request to Speak" form (on the reverse side) in the box next to the speaker's microphone before your agenda item is to be considered 2. You will be called on to make your presentation. Please speak into the microphone at the podium. 3. Begin by stating your name, address and whether you are speaking for yourself or as the representative of an organization. 4. Give the Clerk a copy of your presentation-or support documentation if available before speaking. S. Limit your presentation to three minutes. Avoid repeating comments made by previous speakers. 6. The Chair may limit the length of presentations so all persons may be hear. RECEIVED CONTRA COSTA COUNTY BOARD OF SUPERVISORS MEETING MAR 2 7 2001 CLERK BOARD OF SUPERVISORS MARCH 27, 2001 CONTRACOSTACO. Good morning Supervisors and Staff. My name is Bruce Fisher. I am one of the owners of West Coast Contractors out of Fairfield, California. West Coast primarily constructs public projects and has built and bid County projects. Approximately twenty (20%) of our workforce resides in Contra Costa County. I am here today to ask you NOT to approve the use of a union- only project labor agreement on any County projects. Project labor agreements or PLAs, as they are often referred to, usually require that all workers join or be part of a union in order to work on a project. In a number of cases, however, PLAs state that the PLA does not discriminate against the non-union worker or non- . union contractor. THAT IS NOT TRUE. All PLAs, as a minimum, require that non- union employees pay union dues and have their benefit contributions paid into union trust funds which they will probably never see unless they join the union. A PLA will do the County no economic good as is shown in the recent study that the Los Angeles Unified School District has done. The LA school district probably has built as many, if not more, projects as anyone else under a PLA. The District hired PriceWaterhouse to do a study on their use of a PLA on 46 completed projects and 113 projects in progress. The study was summarized with the following statement: "We are unable to conclusively determine whether the PSA has to date had either a net positive or net negative economic impact on the District." Based upon this study the question is what good reason is there for a public entity to use a PLA? Currently all workers and contractors, regardless of union status----union and non-union--- 1 f . y f -can work on County projects and have done so for decades. Why use a PLA now? Simply put, project labor agreements are used because they are the most effective labor organizing tool ever used in this country. Unions no longer have to organize the workers. There is no longer a need for strikes, worker elections, or salting. A majority of the members on this Board can simply require that all workers must join a union in order to work on County projects. If you decide to implement a PLA on your work, you will take away the right of the worker to choose or not to choose, to have a union represent him/her with his/her employer. THAT IS NOT RIGHT. Only the workers should have that right to choose to be union or non-union. It is totally unfair that workers be excluded from working on public projects that their taxes are paying for simply because they choose to be non-union. In closing, I am asking you to keep all County projects open to ALL workers, regardless of their union status. Thank you for this opportunity to speak. BRUCE FISHER WEST COAST CONTRACTORS aa26oa ��JG eye IV • Q 0y� `aG �V I !uv-27-00 11 : 41A ABC LAVen Chapter 818 551 6759 P . O2 ftICEWATERHOUSECCOPERS t Economic Evaluation of Project Stabilization Agreement For Construction Projects Funded by Proposition BB Report Submitted to the Los Angeles Unified School District ' I I& by PricewatefiouseCoopers LLP ,2 7 2oo, November 2, 2000 Q�TA Cp VjSORS W.)v-27-00 11 : 41A ABC LAVen Chapter 818 551 6759 P .03 1:1PJCtWATERH0USECC0PtRS 8 PrlcewaterbouseCoopers LLP 400 S.Hope Street Los Angeles CA 90071-2999 Telephone(213)236 3000 November 2, 2000 Facsimile(407)236-5149 Direct phone(407)236-5146 Direct fax(703)322-3888 Mr. Robert Buxbaum, Chief Facilities Executive Facilities Services Division, Room 1153 Los Angeles Unified School District 355 South Grand Avenue Los Angeles, CA 90071 Re: An Economic Evaluation of the Project Stabilizzation Agreement for Construction Projects Funded by Proposition BB Dear Mr. Buxbaum: PricewaterhouseCoopers LLP (`TwC") appreciates having had this opportunity to continue to support the Los Angeles Unified School District ("LAUSD" or"District"). Pursuant to LAUSD's July 30, 1999 RFP for an Economic Evaluation of Project Stabilization Agreement for Construction Projects Funded by Proposition BB,our proposal of the same title dated August 27, 1999, our Agreement No. 0000431 with the District for the period November 10, 1999 through November 9, 2000, and as modified as a result of our draft Interim Progress Report dated April 5, 2000, we hereby submit this report as our final deliverable and task under this contract. BACKGROUND AND INTENT The original intent of this work was to use existing District data and systems to define, design and develop methods for evaluating the economic impact of the Project Stabilization Agreement ("PSA") and to work with District managers and staff to implement resulting methods and reporting. With regard to our April draft progress report to the District and subsequent discussions with District management regarding the limited number of projects available and limited data,we provided guidelines on what data we believed should be collected and agreed that the revised intent of our work would be to return in August to develop and provide the District with an independent assessment of the information that could be made available at that time. We re-scheduled our work with District management in August, began our final fieldwork September 11 th, completed our fieldwork as of October 13, 2000, and began finalising the results of our work into a final report as of October Wit. This report presents a description of our work along with our findings, conclusions and recommendations. Page 1 dV-�v-27-00 11 : 41A ABC LAVen Chapter 818 551 6759 P. 04 LAUSD PLAIPSA PwC Report November 2, 2000 At the heart of this work is Section 3.5 of the PSA: "The parties recognize that the District has elected to enter into this Agreement in expectation of projected cost savings. As such, the District shall enter into this Agreement on a trial basis for the duration of the first identified set of projects undertaken. This Agreement shall expire at the end of one year unless the District and/or Council demonstrate.that expected economic savings to the District have materialized at a level sufficient to justify continuing the Agreement. ..." A primary focus of our work has been to independently investigate whether or not the District has or can demonstrate that expected economic savings have materialized to date at a level sufficient to justify continuing the Agreement. To complete our work, we have reviewed electronic and manual file data, examined various reports and schedules,held and attended meetings, and interviewed key persons involved in and knowledgeable about the PSA program and its impacts (See Attachment A: Contact Lists). Per District records and reports available to us, as of October 10, 2000: > 5,618 projects (not contracts) are currently scheduled for completion with whole or partial Proposition BB funding. '^ > 1,914 projects (34%) have been awarded through a competitive bid process. 1,774 of those formally awarded projects are under construction or completed. B 3-- 159 of those under construction or completed projects (9%)are subject to the * , PSA, with another 113 PSA projects awarded and ready to begin construction. > Completed PSA projects number 46 at this time (4% of formally bid projects, and I% of total Prop BB projects). CONCLUSION Through this work, and as presented in this report, we are unable to conclusively determine whether the PSA has to date had either-a net positive or net negative economic v impact for the District. This is primarily due to the relatively small number of projects underway or completed under the PSA, the lack of performance tracking and comparison data maintained by the District and the Building & Construction Trades Council,-and other compounding and masking-impactsshatlocal.economic and other factors are having on the data needed to measure the impacts of the PSA. In the absence of adequate empirical data, we have compiled anecdotal evidence that suggests that at least to date there has been neither a significant positive nor a significant negative net impact as a result of implementing the PSA. The resources closest to the pre and post PSA implementation contract work and potential significant impacts are the District Construction Managers. Based on our Page 2 Ir•Jov-27-00 11 : 42A ABC LAVen Chapter 818 551 6759 P - 0E LAUSD PLA'PSA PwC Report November 2,2000 interviews and discussions with them covering each of the areas and measures we were pursuing in the course of our work (cost, schedule, quality, safety, workforce composition, etc.), the Construction Managers were consistent in their remarks that to date the PSA has not had a noticeable favorable or unfavorable impact at the contractor and work scene level (See Attachment B: Construction Manager Interview Results). While the Construction Managers are unanimous in their opinion that the PSA has not had a noticeable impact to date, it is important to note that their PSA related experience is limited to only a small fraction of early PSA work and none of the major PSA related construction contracting is yet underway. This anecdotal evidence is not sufficient to reach a conclusion regarding what impacts the PSA may or may not eventually have. Two other potential benefits of the PSA are the prohibition against work stoppages and the elimination of shift differentials (additional pay) for multiple work shifts. There have been no work stoppages either before or after the PSA implementation, thus the continuity of work impact has had no benefit to date. However, work continuity benefits are typically only material on very large blocks of contracts and over an extended period of time, neither of which is yet the case with the District's Proposition BB PSA work. Additionally, the District has not quantified forecasts for cost or benefits that may be realized through the use of the PSA provision of not having to pay shift differentials. District management expects not paying shift differentials to be of benefit once major construction projects are underway and shiftwork is used to accelerate critical work. (Additional more minor anecdotal points are presented in Attachment C:Additional Anecdotal Points.) If the District continues with the PSA, going forward it will be important for District staff to formalize efforts to implement and enforce the agreement and to put in place appropriate tracking to produce a basic set of periodic management reports. LIMITATIONS Or USE OF OUR REPORT This project has been completed and our report is intended solely for the information and use of the Los Angeles Unified School District Board of Directors, management, and other staff and advisors within the organization, in connection with assessing the District's experience to date with the PSA trial, and is not intended to be and should not be used by anyone other than these specified parties or for any other purpose. Our analyses and conclusions are based on PSA related information available to us through the end of our field work on October 13, 2000, and, as agreed with the District, this effort was a review and an evaluation with much less rigor applied than would be the case with more extensive investigations or audits. Furthermore, our report is intended to be used in conjunction with a full range of input from the District's management, staff, legal, contracting and advisory resources and should not be used in isolation separate from these other information and advisory resources. Page 3 - ov-27-00 11 : 43A ABC LAVen Chapter 818 551 6759 P _ 06 LAUSD PLA/PSA PwC Report November 2, 2000 We believe we have obtained sufficient appropriate evidence and that our examination provides a reasonable basis for our representations in this report, and we further believe we have applied sufficient professional judgment in expressing the report's findings and conclusions. To the extent practical, we endeavored to collect evidence from different sources to test for consistency. We did not find inconsistent evidence between the various sources, i.e., differences between data points, differences between data points and staff input, or differences between staff and outside sources. Should the Council or others inside or outside the District prepare studies on this matter, they may have access to a different range and depth of information, may use different assumptions and analysis techniques, and therefore may reach different results and conclusions than are represented in this report. APPROACH, PHILOSOPHY, AND WORKPLAN APPLIED Per agreements and discussions with District management, we developed and applied objective systematic methodologies and techniques for evidence gathering and evaluation to support a conclusion. Our review included such procedures as we considered necessary in the circumstances. Although our investigation was independent. we did rely on District mangers and staff to provide relevant data as requested and are not aware of any instances where they failed to do so. As we understand the background to this work, the anticipated cost savings of implementing the PSA were based primarily`on undocumented prospective financial -)F- expectations and assumptions. The original justification was based primarily on a general assumption that in pursuing Proposition BB new school construction and major rehabilitation efforts there would likely be significant cost and schedule overruns that could be mitigated with a PSA/PLA. The District and/or Council are faced with demonstrating that cost and schedule performance are significantly improved with the PSA, and that incremental benefits more than offset any costs associated with implementing and using the PSA. The two most significant areas for demonstrating performance improvement are (1) areas where known problems existed and have been successfully mitigated by the PSA, and(2) areas where new PSA policies, procedures and practices have been successful in improving cost and schedule performance that would not have otherwise been realized if it were not for the PSA. We were most intent on demonstrations of cost benefit where pre-PSA baseline or prospective cost data were available against which PSA performance could be measured and improvements statistically demonstrated. We were also intent on finding demonstrations where baseline or prospective data could be extrapolated or reasonably assumed and PSA performance and trends could be directly or indirectly measured so as to demonstrate cost benefits. In the course of our work, we also sought anecdotal evidence and the opinions of various parties involved with or knowledgeable on the benefits and costs associated with the PSA issues. Page 4 NOV-27-00 11 : 43A ABC LAVen Chapter 818 551 6759 P . 07 LAUSD PLAIPSA PwC Report November 2, 2000 We and District management at the beginning of this assignment believed that information required to support this effort would for the most part be available from the District's systems, staff, advisors and contractors. Our common belief was that criteria could be set against pre-PSA baseline data and that available evidence, once evaluated, would meet basic generally accepted requirements to measure PSA impacts against those criteria, i.e., that source data would be relevantffeliable, neutral (free from bias), understandable (not misleading) and complete.C�b�'hat we found once our work began was that essential baseline data was not available and tracking processes and data were insufficient or not available) Given the approach, philosophy and expectations noted in the previous paragraphs, we targeted our efforts on finding evidence in those areas that were expected to yield significant benefits from implementing the PSA. Specifically,per a reading of the PSA, benefit areas where PSA performance versus baseline or prospective performance was expected to demonstrate significant improvement were: Section 1.2: "reducing construction costs" by ensuring that all Project Work will occur <more> "efficiently, cooperatively, economically and without interruption". Section 1.4: "improved working conditions","improved delivery of medical care", "reduction in the time and expense necessary to process and resolve disputes", and "significant savings". Section 4.5: "increased numbers of skilled construction workers from the residence and population of the District", defined as "Los Angeles Unified School District High School graduates and local community residents from the District's attendance area". Section 6.4(b): work "...covered by this Agreement shall not be entitled to any differentials.or additional pay based upon the shift or work schedule of the employee." Purported costs that might offset PSA benefits were noted to us as: > Costs of setting up and administering PSA administrative and management processes. > Costs passed through to the District by contractors who might have to pay health and welfare, pension and other benefits above and beyond what they would have otherwise paid. > Costs passed through to the District by contractors who might have to pay working dues and non-initiation of application fees above and beyond what they would have otherwise paid. Pagc 5 N5v-27-00 11 :44A ABC LAVen Chapter SIB 551 6759 P - 08 .LAUSD PLA/PSA PwC Report November 2,2000 Opportunity cost differentials of qualified bidders who might have bid, won and completed at g lnYer cost except that they did not do so because of the PSA. The primary aim of our Approach, Philosophy and Workplan was to independently investigate whether or not the District can demonstrate that expected to-date net economic savings have materialized at a level sufficient to justify continuing the Agreement. As reported herein, we compiled available experience-to-date benefit and cost information per the guidelines above, solicited and compiled anecdotal evidence, and exercised our judgement in evaluating the effects from the PSA versus effects from other influences. Although we are unable to conclusively determine whether the PSA has had either a net positive or net negative economic impact for the District, there is anecdotal information which suggests that the PSA has to date had neither a significant positive nor a significant negative net impact. We appreciate having had this opportunity to provide additional services to the LAUSD and look forward to additional future opportunities to assist the District in sustaining and growing its operations. Please direct any questions regarding our work or report to Mr. Mark Blumkin at (407) 236-5146, or Mr. Evandro Braz at (212) 259-2979. Sincerely, Evandro F. Braz, Partner Engineering & Construction. Nfanagement Consulting Services Attachments: A: Contact Lists B: Construction Manager Interview Results C: Additional Anecdotal Points D: Typical Measures and Metrics Page 6 -Nov-27-00 11 : 44A ABC LAVen Chapter 818 551 6759 P - 09 LAUSD PLA/PSA PwC Report November 2.2000-Attachment A:Contact Lists Attachment A: Contact Lists Interviews: Buxbau.m, Robert __ _ LAUSD, Interim Chief Facilities Executive___ , ---- Crum, Julie _ - _i LAU SD.. Director_Facilities Support Services - Curtis, Charla LAUSD, Labor Corn liance Coordinator _ ^Hemingway. Karen _ LAUSD, Branch Director, Contract and Insurance Services Holmes, Paul _ -_ _ LAUSD. Director-_Modernization_Existing Facilities _ Littman,Kathi - LAUSD, Director- School_Building Planning_ I Lorenzo, Rop_ —_ _ I LAUSD, Senior Project Manager-Existing Facilities Martin, Kelly _ ; Paul, Hastings, Janofs_y & Walker LLP - _Rascoe, Kirk _ _ _ ; LAUSD, Director- Equal Opportunity Programs Reed, Bill ; Perspective Enterprises, Community Outreach Program Smith, Geoffrey LAUSD, Prop BB Bond Manager _ Stetzer, Suzette Aon Risk Services, Vice President Stevenson, Milton !_LAUSD, PSA Coordinator Tang-Wong, Tybuoy ; LAUSD, Acting Labor Compliance Officer Ventura, Tom LAUSD, Deputy Director- Modernization-Existing Facilities Additional Information Sources: Adams, Joseph_ _ Perspective Enterprises, Comm�Outreach Program Carter, Judy_ _ _ LAUSD, Computer Applications Specialist Hamby, Beth LAUSD, Computer Applications Specialist_ Kajiya, Keith LAUSD, Assistant Program Manager- Program Controls i i Leslie, Tom- _ LAUSD, Chief Construction Inspector -__`___ __-_ Merriman-Garrett, Yvette LAUSD, Assistant Chief-Public Works Contracts I Perry. Pablo _ _ _ ; LAUSD, Data Reporting Systems Trainer _ Phillips, George LAUSD, Area Facilities Services Director Roberts, Lynn ; _ - _! LAUSD, Director-Maintenance and Operations Schweska, Regina -_: Perspective Enterprises,_Community Outreach Program ___J Tsuno, Richard ; LAUSD, Chief-Public Works Contracts - - - - - -.: ----- ---- --..- -- -- - -- - _. ------------... --- Zepeda, Victor T-__ Perspective Enterprises, Commute Outreach Program Page 7 Nov-27-00 11 :45A ABC LAVen Chapter 818 551 6759 P _ 10 LAUSD PLA/PSA PwC Report Novernber 2,2000-Attachment A:Contact Lists Focus Groups Participants: Aja, Phillip _- LAUSD Project Manager ! Aziz, Emad ; Painters DC-#")6 Bauer, Mike ! Painters Apprenticeship - Cadena, Ed Turrier Construction, Senior Project Manager -- ' Hall,John C. _ Plumbers Local Union 78 Hensley, Bill " Vanir Construction Hoggard, Shane _ Associated Builder Commission _ Irwin, Jim Painters DC#36 -...............- _..._; _Kionka, Sandy _ --_`High Point Kumar, Vijey -__ _ ; CRSS , Assistant Project_Director Lacko, Robert JGM, Project Manager -- --_ - - - - Lairson, Terry _ _ Plumbers Local Union 78 _Lopez, Alex '- Painters DC#36 - Miller, Bob —_ CMTS, Project Manager_---__ Miller, Ralph Plumbers Local Union 78 O'Brien, Angus- _- Los Angeles Engineering_---__... -- - - -- -- - - Oda, John : Bovis, Project Mana er i Prunty,_James-- _ _Associated General Contractors of California Rooker, Brad Sheet Metal Workers Local 108 i Santos, Joaquin Laborers Union 802 i ;__Schneiderman, Gerald _ Hollywood Damage Control & Recovery `Selvaggio, Ron _ _ _ Helix Electric, Inc.__ -- ---__-- _ i Shipp, Alex _ __ ;_HNTB/Yang, Bond BB Project Manager Slawson, Richard Los Angeles/Orange Counties Building & Construction I Trades Council, Executive Secretary_ Tyler, Wrn. Lam --! Terra-Cal Construction Voight, Dave Painters DC#36 Wu William PMA_& CCG, Senior Construction Manager Yang, Bill _ IiNTB/Yang, Bond BB Project Manavzer Page 9 Nov-27-00 11 : 45A ABC LAVen Chapter 818 551 6759 P_ 11 LAUSD PLA/PSA P%C Report November 2,2000-Attachment B:Construction Manager Interview Results Attachment B: Construction Manager Interview Results The resources closest to the pre-PSA and PSA implementation contract work and potential significant impacts are the District Construction Managers. Interviews with representatives from the various District Construction Managers are consistent in their remarks that do date the PSA has not had a noticeable favorable or unfavorable impact regarding project cost, schedule, quality, safety, workforce composition, or any other noteworthy project component. HoweveCwhile the Construction Nfanagers are unanimous in their opinion that the PSA has not /J0 had a noticeable impact to dateit is important to note that their PSA related experience is limited to only a small fraction of early PSA work and none of the major PSA related construction contracting is yet underway. We interviewed representatives from ten of the eleven districts, administered the questionnaire inserted below, and walked through a discussion of each of the areas and measures we were pursuing in the course of our work. It is our understanding that the eleventh district was formed after the implementation of the PSA and was not included in these discussions because representatives would not have the necessary comparative information for projects prior to the PSA. We found consistent remarks from the District Managers that to date the PSA has not had a noticeable favorable or unfavorable net impact, i.e., at the contractor and work scene the PSA has so far been a non-event. The questions and responses are tabulated below [number of responses are shown inside the brackets]. Tabulations shown here are the results of conversations with the various District Construction Managers. Additional comments from other focus groups are noted where applicable: 1. Approximately how much of your personal workload this calendar year has involved PSA contracted work? [2] None. [2] No more than 10% [5] No more than 50% [2] More than 50% 2. How do you think PSA contracts have changed the District's administrative workload? [0] Significantly less [0] Somewhat less [7] No real difference [3] Somewhat more [0] Significantly more [1] No opinion Page 9 ' Nov-27-00 11 :46A ABC LAVen Chapter 818 551 6759 P . 12 LAUSD PLA/PSA PWC Report November 2, 2000-Attachment 9:Construction Manager Interview Results Representatives citing that there has been a slight increase in the administrative workload associated with PSA projects noted that the increase was most likely an additional step of paperwork required of contractors and their subcontractors during the bidding process. Construction,Managers were not able to relate any notice of notable increases in District responsibilities, and stated that their comments as to extra work on the part of contractors were assumptions and not the product of observation. Any supposed additional steps taken had no effect on subsequent contract requirements. Do you believe the number of contractors bidding on projects since the inception of the PSA has [0] Gone up [9] Stayed about the same [2] Gone doA-n N° Additional comments regarding the static level of competition included the expectation that the PSA would increase the number of contractors bidding on projects, and that there would be "new blood" introduced into the mix. This desired increase in competition has, according to the .Managers, not been realized yet and to date essentially the same contractors are bidding on the same work Two kJanagers citing a decrease in the number of contractors later qualified their responses during open discussion, mentioning that they had each seen a single large contractor bow out of LA USD bidding pools as a direct response to the PSA. However in each case they noted a new contractor had been added to the bid list, resulting in a net gain ofzero, which is in line xvith normal bidder turnover. In similar discussions with the Associated Builders & Contractors and other Merit Shop Contractor representatives, which we were not in a position to question or validate, the unanimous response was that they had all refused to participate in District work under the PSA. Representatives that commented agreed that the primary driver of this decision came from their employees, who are reluctant to pay dues and fees to unions for services they may not benef t from. One representative mentioned that, of the 90 contract members of one organi=anon in the Los Angeles area, only one is involved in LA USD project work 4. Where PSA has been used in contracting, do you believe that the effect on change order amounts has been to [1] Decrease them [1] Increase them [9] No real change Open discussion regarding change orders indicated that they are not connected to the PSA, but rather the product of incomplete drawings and unknown conditions. The response that change orders had decreased was later withdrawn, the representative mentioning that the original response was based on the theoretic benefits of a Project Labor Agreement and not Page 10 - Nov-27-00 11 . 46A ABC LAVen Chapter 818 551 6759 P . 13 LAUSD PLA/PSA PvwC Repots November 2.2000-Attachment B:Construction Manager Interview Results actual L4 USD project experience. Comments that there was an increase were specific to a single project and not indicative of a trend or impact of the PSA. Associated Builders & Contractors members commented that they believed there has been an increase in change order amounts. 5. Generally speaking, where PSA has been used in contracting, do you believe that instances of building code violations and/or re-inspections has [0] Significantly gone down [2] Somewhat gone down (9] Not really changed [0] Somewhat gone up [0] Significantly gone up The expectation was that building code violations and re-inspections would decrease, as reflected in nvo of the responses. However, during open discussion it was unanimously agreed that to date there has been no change as a result of the PSA; the same contractors are performing the same work with the some recurring problematic areas. A comment was also made that inspectors are still bound to uphold building codes, meaning that they would continue to use the same procedures and standards to examine both pre-PSA and PSA project work 6. Where PSA has been used in contracting,do you believe that instances of schedule slippage and overruns has [0] Significantly gone down \Q [1] Somewhat gone down [10] Not really changed / [0] Somewhat gone up [0] Significantly gone up Schedule overruns vary bti•trade and are believed by the District Construction Managers to be consistent throughout the entire Proposition BB program. Changes in schedule ivere considered to be predominantly the result of scope changes, errors and omissions, and unknown conditions, as is typical of the construction industry. Examples of work stoppages were non-existent, as agreed upon by the District Construction Afanagers, the Associated Builders & Contractors, and the Building Trades Commission. The Building Trades Commission and other Union representatives attribute the absence of work stoppages to the Continuity of Work Agreement, dated June 1, 1987, Page l t .Nov-27-00 11 :47A ABC LAVen Chapter, 81B 551 6759 P . 14 LAUSD PLA/PSA PCvC Report November 2.2000—Attachment B:Construction Manager Interview Results 7. Do you think there have been or are likely to be any changes in claims and/or liquidated damages with the use of the PSA? [0] Significantly gone down [0] Somewhat gone down [10] Not really changed [1] Somewhat gone up [0] Significantly gone up if'hile there has not been sufficient time to adequately determine whether or not PSA projects will experience increases or decreases in claims, the Construction Managers feel that overall no change is expected. Again, it was mentioned that to date the same contractors are having the same problems with little or no attention to extraordinary improvement. 8. With the use of PSA in contracting, do you think there have been any changes to the frequency of delays associated with the availability of labor to meet workforce composition requirements(LAUSD graduates, M/WBE, etc.)? [1] Significantly gone down [8] Somewhat gone down [2] Not really changed [0] Somewhat gone up [0] Significantly gone up (?Vote: Based on the subsequent discussion, we suspect that the respondents were confused by the wording of this question. It seems that they intended to report that "availability"had somewhat gone down, although the question was aimed at 'frequency of delays The representatives stated that the shortage of labor, regardless of workforce composition, is a fc{nction of the rising economy. As for workforce composition, attention is paid to ASL,"WBE issues, as per contract requirements, but we were told that LA USD graduate information is not considered a responsibility of the contractors and is therefore not tracked. Conversations with the Associated Builders & Contractors cited that the union hiring halls were empty and were of little service to the contractors. The Building Trades Commission and other Union representatives mentioned that non-union contractors performing under the PSA were not requesting additional labor from the union hiring halls beyond the required core workforce. They were all in agreement that not a single referral had been made to a non-union contractor under the PSA. Later in the conversations, however, they were not able to provide us with referral records for any PSA A or non-PS.A basis as their procedures do not track referrals on a per project basis. In O addition, the union groups do not track LA USD graduate information or community residence data per the PSA, but indicated that they are waiting for the District to provide guidplce as to how this is to be done. Page 12 -Nov-27-00 11 : 48A ABC LAVen Chapter 818 551 6759 P _ 15 LAUSD PLA/PSA PwC Report November 2,2000-Attachment B:Construction Manager Interview Results 9. Do you think there has been an increase or decrease in safety violations after the PSA implementation? (0) Significantly gone down ;4] Somewhat gone down 7] Not really changed (0] Somewhat gone up [0] Significantly gone up 104ile violations are thought to leave decreased, several of the District Construction Managers agreed that the decreases were not tied to the PSA but were the result of a more realistic schedule and workload imposed by the District. Earlier schedules were often aggressively compressed, creating an unusually high density of trades and laborers 'at a single project.site. Related anecdotal point: Statistical information tracked by the OCIP administrators at Aon 4-- Risk Services indicates that safety violations have actually risen over the last several months. However this data does not include comparative pre-PSA project information. 10. Do you believe your dealings with PSA contractors are [0] Significantly better [1) Somewhat better [10] Not really different [0] Somewhat worse (0] Significantly worse The one respondent regarding-"somewhat better" indicated that the improvement was not attributable to the PSA but was simply a matter of normal changes in contractor relationships from time to time. �1. Does it appear to you that, all things considered, the overall cost of work performed has changed as a result of using the PSA in contracting? �0 [0] Significantly gone down (0] Somewhat gone down [7] Not really changed (4] Somewhat gone up [0] Significantly gone up In conjunction with responses recorded in previous questions, there has been an overall perceived recent increase in project cost. This increase, however, is attributable to the economic trends for construction in the area. There has been no change in production, although the Construction Managers mentioned a desire for change order expenditures to decline. Representatives of the Associated Builders & Contractors and other Open Shop Contractors mentioned that, in addition to the rising economy, District project costs were likely escalating as a result of inefficiencies generated by multiple trade groups performing work simultaneously,particularly on small projects. They also represented that they expected that Page 13 ..NIOV-27-00 01 : 09P ABC LAVen Chapter SIB 551 6759 P - 02 LAI:SO PLAMSA PWC Repon November 2,20013-AlXWh Ment B:COMCW ion MWater IMM Wiew RCAIRS there has been an increase in overhead costs piecipirated by the mandatory rve of single-task oriented labor versus the open shop labor practice of cross-trained labor. i [ices it appear to you that, all things considered,the Qvgiall itv o.f Lwrk 2afattned has changed as a result of using the PSA in contracdng't (0) Significantly gone down C til) Somewhat gone doom [!OJ Not really changed C [1 j Somewhat gone up (0] Significantly gone up Y ne quahty of work was nor repvrtrd by�Iic Drad to Co�unz rriv.,�ks�ragerr to ho.�c i,icreased or decreased, particularly si'nce there has been no change in the.standards to which the contractors mutt adhere. They pottered ow than owner, architects, and Inspectors cannot interpret and apply building codes and work standards any differently. Problematic contractor, and sub-contractors still cause the sama kJnds of difjrculties. The Ditcrtet C muirucrion Managers took the opporttutiry to reiterate that to date the PSS[has truly been c.• "non-event'. Union rrpre-rentatives were adamant that the District has benefited from an increase in work quality resul ring from the greater p4nccipatlon of unton contractors in District work -Nov-27-00 11 : 48A ABC LAVen Chapter 818 551 6759 P . 16 LAUSD PLAIPSA PwC Report November 2. 2000-Attachment C:Additional Anecdotal Points Attachment C: Additional Anecdotal Points Analysis of the Pick data was extremely limited by the available data breadth and depth and the limited data relating to PSA contracts versus non-PSA contracts. We did not find any material trends or variances in the data available to us. What minor differences we did find can be explained by any number of contracting variables, and none could be traced to direct impacts from the PSA. Given allowances for normal bidder turnover and general bidding activity in the LA area, the increases and decreases in bidding firms by type of contract appears to be normal activity and tumover and do not appear to have been impacted by the PSA, i.e., to date there has been no notable PSA impacts on bidding competition and therefore by inference contract award values. Interviews with management at the LAUSD and at the various district construction offices yielded no comments regarding any significant additional administrative or management workload with respect to the PSA. r Within the limited PSA activity to date and the limited information available to us for a cursory review•, we did not find instances that might suggest that any PSA related extraordinary contractor costs are being passed through to the District by contractors. Such extraordinary costs to consider in this regard include any mix of health and welfare, pension, working dues, and non-initiation of application fees that some contractors and subcontractors might pay above and beyond what they would have otherwise paid without the PSA. Given the limited PSA contract bidding and limited statistical data available to us during this work, we were not able to evaluate whether there might be any notable opportunity cost �o differentials to date of qualified bidders who might have bid, won and completed work at a lower cost except that they did not do so because of the PSA. Such an assessment will require a study of substantial contract bidding activity, which has not yet taken place, and will likely require research and substantiation of analysis assumptions with contractors who would be expected to bid but did not. We requested and reviewed selected contract files. Under the scope of this work our review was not large enough to be statistically significant; however, we did not observe any apparent favorable or unfavorable PSA impacts to date. r We reviewed a limited number of workforce records. Within the scope of this work our review was too small to be statistically significant; however, we did not observe any apparent favorable or unfavorable PSA impacts on workforce composition, especially with regard to alumni and local residents. Page 15 • tvov-27-00 11 :49A ABC LAVen Chapter 818 551 6759 P . 17 LAUSD PLAMSA PwC Report November 2.2000 Attachment D:Typical Measures and Metrics Attachment D: Typical Measures and Metrics The primary aim of our Approach, Philosophy and Workplan was to independently investigate whether or not the District can demonstrate that expected to-date net economic savings have materialized at a level sufficient tojustify continuing the Agreement. To that end we set out to acquire available baseline and tracking data on typical measures and metrics such as: Metric, Metric Comments Implication as to I Factors to consider Calculation PSA Impact 1 during data analysis and Unit of that may mask PSA's Measure influence Administrative Ratio of administrative A decreasing ratio Would need to Cost ratio = and oversight costs implies decreased distinguish between defined incurred by the burden placed on marginal costs to administration District that are in construction consider (increased staff and oversight addition to contract management and positions, increased paid costs /total costs as a burden rate oversight as a result overtime, etc.) versus contract costs on top of actual of using the PSA increased workload contract costs is an covered by existing staff indicator of how at no marginal cost effective and cooperative the contracting arrangements are ' Bidding The number of bid A declining indicator Credibility protests per total implies higher indicator = bidders is a general likelihood of quality Number of bid indicator of the bid bidding and protests process clarity and contracting as well as /number of rigor as well as the lower bid process bidders) quality of bidders costs being attracted Bidding Quality Poor bidding quality If the Bidding If the construction _ #qualified implies greater bid Quality rating economy is growing, bidders/ process costs due to increases with PSA, it fewer qualified and #unqualified having to screen and implies that the PSA ; unqualified bidders will bidders justify eliminating is a cost saving bid on work, and visa unqualified bidders, device versa, which masks the i.e., the higher the PSA influence Bidding Quality rating the lower the bid processing costs for a given bid award Page 16 Nov-27-00 11 : 50A ABC LAVen Chapter 818 551 6759 P _ 18 LAUSD PLA/PSA PttiC Report November 2,2000-Attachment D:Typical Measures and Metrics Metric, Metric Comments Implication as to Factors to consider Calculation PSA Impact during data analysis and Unit of that may mask PSA's Measure influence Change Order Cost delta between If smaller rate of CO Multiple factors Variance = original and final increase is influence this rate: poor Final contract contract as driven by encountered for PSA original estimate, poorly cost/ initial the results of all based contracts, scoped and priced bid, contract cost change order types implies PSA is a cost poor execution against saving device I plan, etc. because there are less unknown costs at the time of issuing the contract. Competitivenes Competitive pressure If a greater number of ' The construction s per bid = # of toward lowest possible contractors are business activity for the bidders per RFP bid by virtue of bidding, it implies trade at the time the number of contractors that the PSA is project is put out to bid bidding on a given increasing the level also impacts the number contract, i.e., the more of competition and of bidders, i.e., if the bidders the more thereby implies that market is growing fewer intense the overall costs should contractors will bid on competition for the be lower the project work and presumably the lower the final qualified bid for the work Cost Variance = Final cost at project If smaller rate of Differences between Final cost/ completion vs. increase over estimated and final cost estimated cost estimated cost of estimate is are also driven by the project (as adjusted by encountered, implies accuracy of the estimate approved scope PSA is a cost saving and ability to update changes) device estimates for each type of change order. Estimating techniques must remain consistent and up-to-date for meaningful comparison of the metric. Page 17 -Nov-27-00 11 : 50A ABC LAVen Chapter 818 551 6759 P _ 19 LAUSD PLA/PSA PwC Report November 2,2000-Attachment D:Typical Measures and Metrics Metric, Nletric Comments Implication as to Factors to consider Calculation PSA Impact during data analysis and Unit of that way mask PSA's Measure influence Default Cost Default Cost factor is Defaults, litigation or factor=Default an indication of required mediation costs / total contract oversight costs increases the costs costs relative to costs of final general reliability of construction, a lower contractor selection, factor implies lower contracting, work total absorbed costs relations and program oversight Default Index = Default Index is a i Generally speaks to Default, litigation, Default general reliability ' contract/labor mediation are also a instances/total indicator over stability. If there are function of contract costs contractor selection, excessive defaults, complexity and project contracting, work litigation or required difficulty. One would relations and program mediation, it implies expect more issues with oversight based on the needed improvements larger, more complex number of instances in contractor and/or projects. when the contractor labor relations defaults on the stability agreement or a dispute between contractor and LAUSD requires either mediation or litigation. Discrepancy Ratio of punch list A decreasing ratio Cost and schedule factor = discrepancy items implies improved impacts are captured Discrepancy (contract punch lists + project quality and elsewhere, this is a count/contract code violations)to reduced project pseudo measure of price contract price oversight workload, quality of work and a is also an early pseudo indicator of indicator of future future warranty and warranty and maintenance impacts maintenance impacts and costs and costs Page 18 ,1l,?ov-27-00 11 : 51A ASC LAVen Chapter 818 551 6759 P - 20 LAUSD PLA/PSA PwC Report November 2.2000—Attachment D:Typical Nteasures and Metrics Metric, Metric Comments ' Implication as to Factors to consider i Calculation PSA Impact during data analysis and Unit of that may mask PSA's Measure I influence Diversity index Ratio of identified As ratio increases, Especially relevant if = Total minority hours to total implies social goals exceeding minimum identified hours is an indicator of of program being requirements is a benefit minority meeting and exceeding better served to the District, hoursitotal j minority involvement especially sensitive to project hours i compliance objectives data capture effectiveness Grievance Cost Costs of dealing with A decreasing rate factor= Direct grievances and would imply and indirect arbitration per project improved labor costs associated is an indicator of management and with grievances ineffective labor relations and management and decreased non-value relations and a adding costs for the measure of non value District adding costs against the work Grievance Rate Occurrence of A decreasing rate = Grievances grievances/arbitration would imply files per total per project is an improved labor costs (or total indicator of ineffective management and labor hours) labor management and relations relations LAUSD Ratio of LAUSD As ratio increases, Especially sensitive to Graduate graduate hours worked implies social goals data capture Participation vs. total labor force of program being effectiveness index= hours is an indicator of better served Graduate hours achieving the worked/total District's desire to workforce hours provide employment opportunities for its graduates Page 19 Nc,v-27-00 11 : 51A ABC LAVen Chapter 81B 551 6759 p _ 21 LAUSD PLA-PSA PwC Report November 2,2000-Attachment D:Typical Measures and Metrics Metric, Metric Comments Implication as to Factors to consider Calculation , PSA Impact during data-analysis and Unit of that may mask PSA's Measure influence Liquidated Ratio of liquidated I A decreasing Supporting data to damages factor damages + processing liquidated damages evaluate PSA influence = Liquidated costs compared to factor would indicate may take many months damages + contract price reduced costs for the to finalize, ratio must processing costs indicates the overall District, generally as include administrative /contract price burden of coordination a result of improved and legal costs and may and control breakdown : project planning, involve settlements. costs above and coordination and beyond those lanned control Lost Time Due Occurrence of lost A decreasing ratio to Accidents time due to accidents would indicate that ratio = hours and injuries is a worker safety and reported lost serious issue due to its resulting well being , due to accidents direct impact on the is improving as a /total costs (or well being of contract result of the PSA , total labor t workers hours MWOB Ratio of MWOB As ratio increases, Especially relevant if Participation 1 entity participation vs. implies social goals exceeding requirements index = MWOB total project costs is an of program being is a benefit to the entity indicator of meeting + better served District, especially participation and exceeding ivfWOB ; sensitive to data capture costs/total costs compliance effectiveness NLRB Occurrence of NLRB A decreasing rate Occurrence rate filings per project would imply =NLRB filings hours is an indicator of improved labor per total cost (or ineffective labor management and total labor management and relations hours) relations Prevailing Prevailing wage A declining index Wage Violation violations are a would suggest a Index = general indicator of better quality of Number of contractor contractor prevailing wage management quality management and violations/ total and reliability and improved District labor hours reflect on the reputation in the District's reputation in contractor and the contractor and general public general public arenas Page 20 Nov-27-00 11 : 52A ABC LAVen Chapter 818 551 6759 p _ 22 LAUSD PLA/PSA P%vC Report November 2.2000-Attachment D:Typical Measures and Mdrics Metric, Metric Comments Implication as to Factors to consider Calculation PSA Impact during data analysis and Unit of that may mask PSA's Measure influence Residence Ratio of school district As ratio increases, Especially sensitive to Participation residence employed implies social goals data capture index = Total hours (includes of program being effectiveness local residence resident graduates) vs. better served hours/total total labor force hours workforce hours i on proj.ect Safety Violation ( Occurrence of A decreasing ratio Violations refers to Rate =reported violations per contract would imply that checklist items and safety violations cost (or total labor safety conditions are warnings, not lost time /total costs (or hours) is an indication improving. due to accidents which total labor of how safe the is captured separately hours) working conditions are on the work premises Schedule Ratio of original If the ratio decreases, Ratio reductions can Adherence = (scope adjusted) it would imply benefit the District if Final duration project duration to improved schedule returning the work area days/Original final project duration performance to needed District uses duration days (excluding scope more quickly benefits (after scope changes, any delays the District. Must factor change + for work stoppage or out any delays due to adjustments) extraordinary - work stoppage circumstances) , (measured elsewhere) or extraordinary work prior to calculating ratio. Schedule Ratio of original If the ratio decreases, Ratio reductions can Quality = Final project duration to i.e., fewer changes benefit the District if duration days! final project duration and surprises, it returning the work area Original (includes all scope would imply to needed District uses duration days changes, any delays improved bid more quickly benefits for work stoppage or schedule quality and the District. Must factor extraordinary adherence out any delays due to circumstances) work stoppage (measured elsewhere) or extraordinary work prior to calculatingratio. Page 21 Nov-27-00 11 : 52A ABC LAVen Chapter 81B 551 6759 P . 23 LAUSD PLA/PSA PWC Report November 2,2000-Attachment D:Typical Measures and Metrics Metric, Metric Comments Implication as to Factors to consider Calculation PSA Impact during data analysis and Unit of that may mask PSA's Measure influence Unit Cost = Cost per each, cost per If unit cost is lower Unit costs vary over Total cost/ total ft2, cost per linear ft, for PSA-based time based upon units etc. where total cost projects, implies PSA material costs and includes overheads t cost saving market conditions, also and absorption vary due to different f i situations and conditions t at the point of work Warranty index Ratio of warranty A decreasing ratio Supporting data to I _ Warranty costs (direct and implies improved evaluate PSA influence costs /contract indirect costs) to project quality, ratio may take many months price contract price increases may be an to evolve indicator of poor contractor performance Work Stoppage Ratio of worker A decreasing factor N1ay require adjustments factor = stoppages (lost labor would imply a more for partial work Stoppage days) to total labor continuous and stoppages or secondary duration/total days under contract is effective stream of impacts on other work project duration , a measure of work work efforts. continuity j effectiveness Workers comp Ratio of worker comp A decreasing ratio ratio = workers claims costs to would indicate that comp claim contract price is a worker safety and costs/contract serious issue due to its resulting well being costs direct impact on the is improving as a well being of contract result of the PSA and District workers Page 22 F&4% Associated Builders and Contractors Golden. Gate Chapter Vic ASSOCIATED BUILDERS AND CONTRACTORS,INC. RECEIVED GOLDEN GATE CHAPTER MAR 2 7 2001 Agenda Item S]D.2 CLER":P0'RD OF SUPERVISORS f'*.A COSTA CO. viscriminatorY Provisions Included in Project Labor Agreements J Attached is a list of union-only provisions included in the January 2001 Richmond Middle School PLA for the Contra Costa Building and Construction Trades Council. These provisions are unnecessary for a public works project to be completed on-time, on-budget, and safely. Hundreds of public works projects worth $10 million are successfully completed each year in Northern California without Project Labor Agreements. 11875 Dublin Boulevard, Suite C-258 Dublin, California 94568-2842 Tel (925) 829-9230 e Fax (925) 829-5743 e www.abc.org/gate WeSt' Co�fir� C�st�. SD - R, 4A..'d /1:Ore Sc goo Recitals WHEREAS, the Contractors will be engaged in construction of the Project; and WHEREAS, a skilled labor pool represented by Building Trades Unions will be required to complete the work involved; and (AA-'V^ fe i a,rt AeAt, 6.1 All Contractors and subcontractors shall stipulate to and have the responsibility for making work assignments in accordance with the rules, regulations and procedures of the Plan for Settlement of Jurisdictional Dispute in the Construction Industry approved by the Building& Construction Trades Council AFL-CIO, June 14, 1984, or any successor plan. Un v� Wo/ !►�f.5 nn(�'f's , 12.1 The West Contra Costa Unified School District Board of Education is a firm believer that Union membership is important in the successful completion of school construction projects. (, 'p,. (f"-P j'Q^Ce, , (a) Employees hired by the Contractor(s) shall, as a condition of employment, be responsible for the payment of the applicable monthly working dues and any associated fees uniformly required for union membership in the local union which is signatory to this agreement. Further, there is nothing in this Agreement that would prevent non-union employees from joining the local union. 12.2 The Contractor(s) recognizes the Unions signatory hereto as the sole and exclusive collective bargaining representatives for its craft employees on the Project. Un.h.. f��rGSQnl�1�"0•► . . 13.1 Contractors performing construction work on the Project described in the Agreement shall, in filling craft job vacancies, utilize and be bound by the registration facilities and referral systems established or authorized by the Unions signatory hereto when such procedures are not in violation of Federal lay. The Contractor(s) shall have the right to reject any applicant referred by the Union(s), in accordance with Article 19. Ii1n:o� tiP�ren��Glsl..� P"5/��.f.. 16.2 During the period of construction on this Project, the Contractors.agree to recognize and put into effect such increases in wages and recognized fringe benefits as shall be negotiated between the various Unions and the historically recognized local bargaining unit on the effective date as set forth in the applicable agreement. The Unions shall notify the Contractors in writing of the specific increases in wages and recognized fringe benefits and the date on which thgy become effective. U..°o„ wascs SkPG�sca�G S��'� �re�u;r;s �►RS�S. 16.3 The Contractors hereby adopt and agree to be bound by the written terms of the legally established local trust agreements specifying the detailed basis on which payments are to be made into, and benefits paid out of, such appropriately qualified employee fringe benefit funds established by such appropriate local agreements. The Contractors authorize the parties to such local trust agreements to appoint Trustees and successor Trustees to administer the trust funds, and hereby ratify and accept the Trustees so appointed as if made by the Contractors. iil::nQi ., l RECEIVED MAR 2 7 2001 CLERK BOAR Q 0.•SUPERVISORS �4NTRAPGNSTA CO. PROJECT AGREEMENT OF FAIR EMPLOYMENT AND WORK STABILIZATION FOR (NAME OF PROJECT) f a Better Drafted By THE COALITION FOR FAIR EMPLOYMENT IN CONSTRUCTION 12/18/00 l \ a Associated Builders& 9 s Betta C500< Contractors www.gmpla.org Asian American Contractors Aztec Consultants Bay Area Black PROJECT AGREEMENT OF FAIR Contractors Riviera Electric of California EMPLOYMENT AND G&H Electric WORK STABILIZATION D.M.Jepsen Inc. Gentry Brothers Inc. The Coalition for Fair Employment in Construction (CFEC) has H&D Electric prepared this document to assist owners, contractors and unions in Helix Electric drafting a project labor agreement or labor stabilization agreement that is fair to all workers and respects their freedom of association. The fonnat Hensel Phelps on the b ll and content of this document has been substantially aseu Construction Co, p J.I.Garcia Construction "Project Agreement of Fair Employment and Work Stabilization for Denver International Airport." JX. Roberts Construction Mauldin-Dorfineier This document is in no way intended to be a complete and finished Construction product. It is assumed that the reader may want to delete, modify, or add National Association of text in order to tit the Owner's specific local needs. It is recommended- Minority Contractors that the reader obtain legal counsel in the final drafting of any agreement. National Federation of independent Businesses The law fine of Cook, Brown & Prager, LLP helped CFEC develop this Pacific Construction document. For the reader who wants additional insight into this Corps. document, Cook, Brown & Prager can be retained for additional advice by Plumb-PAG contacting Dennis B. Cook or Jessavel Y. Delumen at (916) 442-3100. R.J. Lanthler Rex Moore Electrical At the back of this document, a list of"unfair" clauses in union-only Contractors&Engineers project labor agreements or labor stabilization agreements has been Rainbow Construction attached in order to alert the reader to restrictions in such agreements that Riese&sons Inc, prevent non-union workers and contractors from working on a project. 5unwest Electric If you have any questions, please do not hesitate to contact Eric Christen Terra Cal Construction with the CFEC at (707) 432-0676. West Coast Contractors Western Electrical Contractors Association Western Engineering Contractors Women Construction Owners &Executives Coalition for Fair Employment in Construction - 2320 Courage Drive,5uite 110,Fairfield,California 94533 • Phone bbb/479-2332 Fax 7071432 0682 THIERMAN LAW FIRM LABOR RELATIONS AND EMPLOYMENT LAW 120 GREEN STREET SAN FRANCISCO,CA 941 11 MARK R.THIERMAN TELEPHONE(415) 391.9200 FACSIMILE(415)434-2867 ROBERT FRIED E-FAX (415)723-7078 CARRIE L. FREESTONE December 19, 2000 ALICE K. CONWAY email: thiermnl@tvil.com LARA L. MYERS www.thierman.com MORGAN M. MACK Via Facsimile (707) 432-0682 and U.S. Mail Eric Christen Coalition for Fair Employment in Construction 2320 CouTaae Dn*Ve, S!»te 1110 Fairfield, CA 94533 Re: Project Agreement of Fair Employment and Work Stabilization Dear Eric: As requested, I have reviewed the above document, labeled in this letter as the "Fair Employment Project Agreement". The assumptions on which this review is based are as follows: (1) the individual substantive components of the "Fair Employment Project Agreement" are illustrative principles only, and are not to be considered a specific proposal for a project labor agreement; (2) the intent of the "Fair Employment Project Agreement" is to address the concerns of non-signatory contractors, while, at the same time, facilitating adoption of a project labor agreement. The question presented is whether such an agreement is a viable option for a public entity already considering a project labor agreement. This letter sets out our response in summary form. We have concluded, as explained below, that the inclusion of such "fairness" elements is not only permissible, but is an important element in the adoption of any project labor agreement. Litigation on the issue of project labor agreements, while extensive, has largely been limited to assessment of anticipated impact on non-signatory contractors of project labor agreements which impose union wages and working conditions on all bidding contractors. As articulated in those cases, the non-signatory community views such agreements as limiting their ability to bid or work on public sector projects. Since the decision of the United States Supreme Court in Building & Constr. Trades Council v. Associated Builders & Contractors of Mass./R. I., Inc. (1993) 507 U.S. 218 [113 S. Ct. 1190, 122 L. Ed. 2d 5651 (Boston Harbor), challenges based on labor law preemption have been generally unsuccessful. A public entity, as long as it was not engaging in regulatory activity, could function as if it were a private owner, a so-called "market participant" in negotiating construction contracts. Eric Christen Coalition for Fair Employment in Construction December 19, 2000 Page 2 More recently, challenges based on the anti-competitive effects of union-only project labor agreements have been subject to attack under state competitive bidding statutes. Courts have split. A representative case, the decision of the California Supreme Court.in Associated Builders & Contractors, Inc. v. San Francisco Airports Com., 21 Cal. 4th 352; 376, 981 P.2d 499 (1999), while upholding a project labor agreement, limited its decision to the agreement before it, requiring analysis on a case by case basis to ensure fairness. The Court specifically urged non-signatory contractors to be specific and vocal in the consideration of these proposals by the public entities, in order to facilitate appellate review. See Associated Builders & Contractors, Inc, 21 Cal. 4th at 371. In shortthe "Fair Employment Project Agreement" seeks to present, for consideration by public entities as part of their fundamental fact finding responsibilities, contract clauses which would facilitate equitable and efficient participation of the non- signatory contractor in project labor agreements. In this context, we conclude that presentation and consideration of the "Fair Employment Project Agreement" will help ensure, consistent with the express mandate of the California Supreme Court, that all issues impacting the non-signatory contractor are made an explicit part of the consideration of the project agreement at issue. We trust that the foregoing will prove a useful summary for use in connection with presentation of the conceptg of a "Fair Employment Project Agreement" to public entities. You may provide a copy of this letter on firm letterhead in connection with any such presentation. The undersigned may be contacted directly for further information. Very truly yours, PrtRMAN LAW F Frie PROJECT AGREEMENT OF FAIR EMPLOYMENT AND WORK STABILIZATION FOR (Name of Project) THIS PROJECT AGREEMENT OF FAIR EMPLOYMENT AND WORK STABILIZATION (hereinafter referred to as "Agreement") is made and entered into this day of , 2000, by and between the (Name of Owner), a public entity of the State of California(hereinafter referred to as "Owner") together with the contractors who perform construction work at the (Name of the Project) (hereinafter referred to as "Contractors") and the (Name of•organized labor's organizations) and the local unions affiliated therewith. The term "Union" or "Unions" as used in this Agreement shall refer to all of the unions listed on the signature page(s) of this Agreement and the (Name of Organized Labor's Council) collectively,while the term "Council" shall apply to the (Name of Organized Labor's Council). Intent and Purpose WHEREAS, it is essential that the construction work required to build the (Name of the Project) be done in an efficient and economical manner so as to secure optimum productivity and to eliminate delays in the construction operations, thus ensuring timely completion in the work undertaken by the contractors, and AWHEREAS, the Owner has concluded that the adoption of certain requirements for, and uniformity in,wages,hours, and working conditions for work on the Project, as reflected in this Agreement, will promote stability, efficiency, and economy of performance, and WHEREAS, all parties"have as their goal the optimization of opportunities for minority and women employees as well as for Disadvantaged Business Enterprises including Minority, Women, and Disabled Veterans Owned Business Enterprises, and WHEREAS, it is the intent and purpose of this Agreement to provide, establish and put into practice effective methods for the settlement of labor disputes which may arise on the Project described herein without strike, lockout, work stoppage, or slowdown, to the end that the Project shall be assured of continuity of operations, and WHEREAS, it is the intent and purpose of this Agreement to provide fair employment and work stabilization without discrimination in any manner, either for or against Union or non-Union contractors, and nothing in this Agreement shall be construed to require any contractor to become signatory to a collective bargaining agreement, or any employee to become a member of any Union, NOW, THEREFORE, in consideration of these premises, it is agreed as follows: 3 i ' ARTICLE I Definitions ' 1.1 "Project" shall be defined as the construction of the (Name of the Project), which construction as presently planned shall consist of(Description of the Project), scheduled for initial completion in (Year), consisting of all work done by Contractors under contract to the Owner, and their subcontractors, at the (Name of the Project) site._ 1.2 "Owner" hall be fined as a of the Owner). s 1c (Name 1.3 "Contractor" or "Contractors" shall be defined as all companies or entities performing construction work under contract with the Owner for the Project, and employing any construction workers. However, this Agreement shall not apply to any contract, the total cost of which is less than (Dollar Amount). 1.4 "Subcontractor" or "Subcontractors" shall be defined as all companies or entities performing construction work under a subcontract at any tier which work is also covered under a contract between a Contractor and the Owner for the Project. 1.5 "Manager" shall be defined as the Manager of Public Works for the Owner or his or her designated representative. 1.6 "Union" or "Unions" shall be defined as all of the Unions listed on the signature page(s)of this Agreement and the (Name of Organized Labor's Council). 1.7 Signatory Contractors shall be defined as those contractors working on the Project who are signatory to any collective bargaining agreement or agreements (excluding project only agreements)with any of the Unions. 1.8 "Nonsignatory Contractors" shall be defined as all contractors working on the Project who are not signatory to any collective bargaining agreements (excluding project only agreements)with any of the Unions. 1.9 "Employer" or "Employers" shall be defined as any Contractor or Subcontractor who employs employees to perform work at the Project. 1 ARTICLE II Scope of Agreement 2.1 This Agreement shall apply and is limited to the recognized and accepted definition of construction work under the direction of the Employers at the site of the Project. The Owner, Unions, and Contractors agree to abide by the terms and conditions contained in this Agreement with respect to the administration of construction work at the Project during the duration of the Contract's work at the �I � 4 Project. This Agreement represents the complete understanding of the parties with respect to the issues covered hereunder and any Contractors and Subcontractors at any tier shall not, by virtue of this Agreement,be required to j sign any agreement with the Unions or any other Union insofar as work on the Project is concerned. With regard to Signatory Contractors and Subcontractors, the provisions of this Agreement shall control the construction of this Project and take precedence over the provisions of local or national agreements, which may conflict, with the terms of this Agreement. 2.2 This Agreement shall be limited to work historical) recognized as construction g Y work, and nothing contained herein shall be construed to prohibit, restrict or interfere with the performance of any other operation, work or function which may occur at the-site of the Project or be associated with the development of the Project. 2.3 Contractors obligated under this Agreement shall be required to incorporate the Agreement into all subcontracts of whatever tier. i 2.4 Nothing in the Agreement shall be construed to limit the rights of the Contractor to select any qualified person for employment, except as provided in applicable Collective Bargaining Agreements for those who are Signatory Contractors. 2.5 Nothing in this Agreement shall be construed to limit the Owner's right to select the lowest responsive bidder pursuant to state contract statutes for the purposes of awarding construction contracts. 2.6 Nothing in this Agreement shall be construed to require any individual to be or to become a member of any union except as provided for in applicable collective bargaining agreements. The parties agree that all employees shall have the right to decide whether they want to join a union or refrain from joining a union. r2.7 Nothing in this Agreement shall in any way interfere with MBE./WBE or DVBE programs applicable to the Project. 2.8 An Non-signatory Contractor of an tier shall be bound to all of the terms and Y g ry Y conditionsof this Agreement except those specifically noted as applying to ' Signatory_Contractors only. 2.9 Items specifically excluded from the scope of this Agreement include but are not limited to the following: 1 a. Work of non-manual employees, including but not limited to superintendents, supervisors (except foremen and general foremen), engineers, inspectors, quality control personnel, quality assurance personnel, timekeepers, mail carriers, clerks, office 5 workers,janitors, messengers, guards, emergency medical and first-aid technicians, and other professional, engineering, administrative, and management employees; b. All deliveries to and from the Project site and all work performed off the Project site except as otherwise provided for in Prevailing Wage or Public Works Determinations and regulations issued pursuant thereto; C. Equipment and machine in the care custody and control of machinery � Y companies other than Contractors, or Subcontractors; d. The removal of scrap, surplus, spoilage, and waste materials from a common scrap location to a location off the Project site except as otherwise provided for in the Prevailing Wage Determinations and regulations issued pursuant thereto; e. Any work performed on or near or leading to or into the Project site by state, county, city (other than the (Name of the Owner) or similar governmental bodies or their contractors, and/or utilities or railroads or other similar organizations or their contractors; and f. Work that is not within the recognized jurisdiction of the Unions. 2.10 As items, areas and systems of the Project are inspected and construction tested by the Contractor and finally accepted by the Owner, this Agreement will not have further force or effect on such items, areas, or systems except when the Contractor is directed by the Owner to engage in repairs, modifications, checkout and warranty functions required by its contract. Warranty work by the manufacturer of the equipment shall be at the Owner's discretion. 2.11 Delivery of equipment, apparatus, machinery and construction materials to the site shall not be within the scope of this Agreement until in the possession and control of the Owner or a Contractor except as otherwise provided for in the Prevailing Wage Determinations and regulations issued pursuant thereto. 2.12 The(Name of Owner)will prominently indicate on bid documents and bid announcements that this Project is covered under the terms of a Project Agreement for Fair Employment and Work Stabilization between the (Name of Owner) and the (Name of Organized Labor's Council). 6 ARTICLE III Management Rights 3.1 The Employer retains full and exclusive authority for the management of its operations. The Employer shall direct its working forces at its prerogative, including but not limited to hiring, promotion, transfer and layoff. No rules, customs or practices shall be permitted to be observed which limit or restrict production, or limit or restrict the working efforts of employees. Suspension or discharge of employees will be subject to just cause. 3.2 The designation or determination of the number of foremen or general foremen is ' the sole responsibility of the Employers. However, Signatory Contractors will be subject to any applicable collective bargaining provisions relating to the designation and determination of foremen or general foremen. 3.3 The Employer, in its sole discretion, shall schedule work and shall determine when overtime will be worked. 3.4 The foregoing enumeration of management rights shall not be deemed to exclude +� other functions not specifically set forth. The Employer retains all management rights not specifically limited by the terms of this Agreement. 3.5 The Employer may utilize any method or technique of construction, tools or other labor-saving devices, and there shall be no limitation or restriction regardless of source or location on the use of machinery, pre-cast, tools or other labor-saving. . devices, nor shall there be any limitation upon choice of materials, design, or source of materials, provided that the installation, fabrication, assembly, or application of materials at the site of the Project shall be performed by labor or mechanic classifications traditionally and customarily having jurisdiction over such work. 3.6 The Employer shall have the right to terminate any employee who fails to satisfactorily, competently, and diligently perform his/her assigned work. Unless other required by law, all grievances, complaints, disputes or controversies involving the termination of an employee performing work at the site of the Project shall be resolved pursuant to Section 11.3 of this Agreement. ARTICLE IV Craft Training 4.1 This Agreement recognizes the need to maintain continuing support of programs designed to develop adequate numbers of competent workers in the construction industry. Employers may employ apprentices of the respective crafts to perform such work as is within their capabilities and which is customarily performed by the craft in which they are registered, and subject to any limitations imposed by r State of California, Department of Apprenticeship Standards and regulations issued pursuant thereto. 4.2 All Contractors must be approved by the State of California Department of Apprenticeship Standards to train apprentices prior to the start of work. 4.3 Employers must comply with applicable apprenticeship statutes and regulations and employ state-certified apprentices within all apprenticeable crafts on this Project. Employers will be required to comply with the Division of Apprenticeship Standards' rules and regulations on the use of apprentices. Employers may use apprentices from any program approved by the Division of Apprenticeship Standards. Employers must provide documentation of compliance with this requirement to the (Name of Owner) prior to the start of work. ARTICLE V Wages and Benefits 5.1 Minimum wage rates and fringe benefit contributions paid on behalf of employees on the Project shall be paid in accordance with the provisions of the State Prevailing Wage law for building, highway and heavy construction work. 5.2 Employers shall provide fringe benefits to their employees, which, as a minimum, shall include the following benefits for each employee covered by this Agreement: 1. Health and welfare,and ' 2. Pension. The health and welfare benefit shall not be paid as wages unless the employee already has health and welfare coverage through their spouse, domestic partner or another employer. 5.3 The Owner has the obligation to initiate and carry out reasonable and appropriate procedures to enforce compliance with Article V of this Agreement. The Owner reserves the right to require the Contractor and every Subcontractor to provide certified payroll reports and any other documentation necessary to verify compliance with this Agreement. 5.4 In the event the Owner has reasonable cause to believe that any Contractor or Subcontractor has failed to or is failing to comply with prevailing wage obligations, the Owner shall notify the Contractor to correct the error. If the failure to comply is not corrected within 15 days, the State of California and the Contractor's bonding company shall be notified. 5.5 The Owner may take any other appropriate action provided for by local, state, or federal law relating to the payment of minimum wages and fringe benefits. 8 i 1 , ARTICLE VI Safety,Health, & Sanitation 6.1 Employees must use diligent care to perform their work in a safe manner and protect themselves and the property of the Employer and the Owner. Failure to do so may result in immediate termination. 6.2 In order to protect the safety and health of employees, all parties agree to comply with..the applicable provisions of state and federal laws and regulations relating to job safety,health and safe work practices, as well as those specific Project safety rules enacted by the Employers and the Owner in its overall Safety Program. 6.3 All employees will use required safety equipment and protective clothing. Willful ' failure or refusal by an employee to use such protective equipment or clothing is cause for termination. 6.4 Substance abuse: The possession of alcohol or illegal drugs or being under the influence of alcohol or illegal drugs on the site is subject to discipline up to and including termination. Any employee who reports for work under the influence of alcoholic beverages or illegal drugs, or who drinks alcoholic beverages or uses illegal drugs on the job site, or who reports to the job site with alcoholic beverages or illegal drugs in his/her possession, shall be subject to discipline up to and including termination. All Contractors shall have a drug testing prop-ram effect that includes pre-hire drug screening, random drugtesting,esting, post accident . ... ....... druk screening and "for cause" drug testing and a provision requiring the tEmployer to reasonably accommodate any employee who wishes to voluntarily enter and participate in an alcohol or drug rehabilitation program, provided that this reasonable accommodation does not impose an undue hardship on the Employer. Nothing in this Article shall be construed to prohibit an Emplo}_er from refusing to hire, or discharging an employee who, because of the employee's current use of alcohol or drugs, is unable to perform his or her duties, or cannot perform the duties in a manner which would not endanszer his or her health or safety or the health or safety to others. ARTICLE VII No Discrimination ' 7.1 The Contractors agree to engage in active recruitment of minority and female applicants and to make every effort to employ sufficient numbers of minority and female.applicants to assist in meeting employment goals pursuant to this Agreement. 9 i _ 7.2 The following employment goals are a part of this Agreement: A.) African American % B.) Hispanic % C.) Asian % D.) -° Female % E.) American Indian % 7.3 No party to this Agreement shall discriminate against any employee or applicant for employment because of religion, marital status, veteran status, disabled status, race, creed, color, sex, age, national origin, sexual orientation, or union or non- union affiliation. In addition, the parties hereto agree to take positive affirmative action to ensure full compliance with the rules of all applicable equal employment opportunity statutes, ordinances, and regulations. ARTICLE VIII Local Hiring 8.1 The Owner has every desire to maximize the use of local residents as employees on this Project. "Local" shall mean any resident or business located within the Owner's jurisdiction. Asa minimum, the following minimum goals are to be established relative to local hire on this Project: A. Journe ersons % YP (hours) B.) Apprentices (hours) % 8.2 To the extent permitted by law, at least one (1) local apprentice shall be employed in each apprenticeable craft used on this Project. 8.3 It is the goal under this Agreement that at least (%) of all subcontracted work should be subcontracted to local businesses. ARTICLE IX Working Conditions 9.1 The Employer shall be the sole judge as to the numbers of foremen and general iforemen to be employed, as well as the number of employees to be assigned to any crew, operation or piece of equipment subject to this Agreement and, for Signatory Contractors, subject to applicable Collective Bargaining Agreements. 9.2 There shall be no limit on production by workers nor restrictions on the full use of tools and/or equipment. There shall be no restriction, other than that which may be required by safety regulations or state Prevailing Wage determination, on the number of employees assigned to any crew or to any service, except as provided for in applicable Collective Bargaining Agreements for Signatory Contractors. 10 9.3 Procedures for the control of tools, equipment and materials shall be established by the Contractors and shall be observed by all employees in accordance with applicable-jurisdictional standards contained in Article XIII. 9.4 The Employer shall use clock or other accountability systems for all employees checking in or out of the Project on a daily basis. All employees shall be at their designated reporting place for work at the starting time and shall return to their designated reporting place at quitting time. Special consideration may be given to unusual conditions. All employees will be at their work places at the conclusion of the lunch break and authorized rest period. 9.5 Employees shall be allowed ten minutes prior to the end of each shift to put up their tools and leave their place of work. Clean-up time shall be as specified in applicable Collective Bargaining Agreements for Signatory Contractors. Employees shall not stop work prior to the times designated herein for putting up tools or cleaning-up, or prior to the commencement of the lunch period, without the consent of their employers, except that employees may take authorized rest periods scheduled by the Employer. Repeated infractions of this rule, after appropriate warnings, shall be grounds for termination. 9.6 Each employee is expected to give a full day's work for a full day's pay and any violation of the work starting and stopping times will be grounds for termination. 9.7 If an re employee is unable to ort for work as scheduled, he/she is expected to P P notify the Employer's job office; failure to do so without good reason will be ' cause for discharge. Automatic termination will take place after three (3) days of unexcused.failure to report to work or failure to notify the Employer's job office, unless such failure was caused by circumstances beyond the control of the employee. If an employee is late for work,the time will be deducted from his/her pay. 9.8 Chronic absenteeism and tardiness without sufficient verified reason is a cause for termination. The Employer shall be the sole judge of whether there is good reason for a worker's absenteeism or tardiness. 9.9 Slow-downs, stand-by crews and featherbedding practices will not be permitted. Neither the Unions nor the Owner will impose conditions, which require the Employer to employ more individuals than the Employer deems necessary to perform the work. 9.10 Vendors and suppliers will deliver supplies, equipment, tools, and materials to points on the Project site as designated by the Contractor. There shall be no iinterferences with vendor and/or supply deliveries to the Project. 1 1 i 9.11 A mutually agreeable procedure will be established whereby upon the completion of the installation of any equipment including construction component testing and prior to system operation testing,the equipment may be tagged as being turned over to the Owner. The determination of completion shall be by the Owner. All work subsequent to the tagging of the equipment may be performed at the discretion of the Owner with personnel of its choice; provided, however, that the employees performing construction work shall not test nor operate equipment, apparatus or machinery unless specifically requested to do so by the Owner or an Employer or a representative of the manufacturer, or some other management technician authorized to give such work order. Persons of its choice shall perform all inspection by the Owner or by the Employer of incoming shipments of requipment, apparatus,machinery, and construction materials of every kind, at the sole discretion of the Owner or the Employer. Such inspection personnel shall perform no repair, alteration, assembly, disassembly or installation of said equipment or materials, unless such personnel are covered by this Agreement. 9.12 Any employee who willfully damages the work of any other employee, or any material, equipment, apparatus, or machinery shall be subject to immediate termination. 9.13 Any termination of an employee or other personnel action shall be subject to the right of the employee or the Union on behalf of its members to initiate a grievance under the procedures established herein. As for Signatory Contractors, either the employee or the Union acting on behalf of its members may initiate a grievance under the procedures established herein. r 9.14 Copies of Contractor and Project work rules will be posted in the appropriate locations at the Project site and provided to employees prior to the commencement of work on the Project. All employees will abide by these rules and the appropriate posted rules of respective Employers. Infractions of work rules may be grounds for termination. ARTICLE X ' No Strikes & Lockouts 10.1 During the life of this Agreement, the Unions agree that they will not collectively or individually engage in or participate in any strike, work slowdown, work stoppage, sympathy strike, refusal to work or picketing against any Employer signatory to this Agreement. r . 10.2 The Owner and the Signatory Contractors agree that they will not lock out any of the employees working under this Agreement. 10.3 If any strike, work slowdown, work stoppage, sympathy strike, refusal to work or picketing against any employer working on the Project is not immediately ' 12 ... .......... . resolved within twenty-four(24)hours of said strike, work slowdown, work stoppage, sympathy strike, refusal to work or picketing, the striking Unions, jointly and severally, and any Unions acting in concert with them, agree to pay Owner a sum equal to one percent(1%) of the Prime Contract value for each day said strike, work slowdown, work stoppage, sympathy strike, refusal to work or picketing continues. Because the injury resulting from such a violation of this Agreement would be impractical or extremely difficult to ascertain or estimate, this sum is agreed upon as liquidated damages and is intended as compensation for this injury and not as a penalty. The liquidated damages provided by this Section shall be in addition to any other available remedy, and not in lieu thereof. ARTICLE XI Hours of Work, Overtime,Reporting Time Pay & Holidays 11.1 Production Shifts: The standard work day and work week for production crews shall consist of either five (5) consecutive days at eight(8) hours per shift Monday through Friday or, to the extent permitted by law, four(4) consecutive days at ten (10)hours per shift. Nothing herein shall be construed as guaranteeing any employee eight (8) or ten (10)hours of work per day or forty (40)hours of work per week. Regular work hours will be between 6:00 A.M. and 6:00 P.M. There shall be a 30-minute unpaid lunch period, which shall, insofar as practicable, be at the midpoint of the shift or within one-half hour before or one-half hour after the midpoint of the shift. There shall be required rest periods which shall be scheduled by the Employer. 11.2 Make-up Day: In the event the employer is unable to work forty (40) straight time hours during the scheduled work week due to inclement weather, Saturday may be 1 utilized as a make-up day and all hours worked up to forty (40) in a work week shall be paid at the straight time rate of pay. 11.3 An effort will be made to keep overtime work to a minimum but where such work is judged necessary it will be worked at the direction and discretion of the Employer. The Employer will designate which employees will work over-time. If overtime is worked the Employer will make every effort to distribute overtime on an equitable basis wherever practicable and possible. 11.4 Overtime: All hours worked in excess of eight (8) hours per shift on the five (5) day eight(8) hour shift or in excess of ten(10) hours per shift for the four(4) day ten(10)-hour shift, shall be paid at a minimum of one and a half(1'/Z) times the straight time rate. Hours worked on Holidays listed in paragraph 11.8 shall be paid at a minimum of one and a half(1'/2) times the basic straight time hourly wage rate. Hours worked in excess of twelve (12) hours in a day or in excess of eight (8)hours on any seventh consecutive day of work in a workweek shall be paid at-'db uble the employees' regular rate of pay. 13 ' 11.5 Service Shifts: On operations including but not limited to dewatering, curing and protection of concrete, equipment servicing and maintenance, maintenance of climatic protective devices, and similar operations,the Employer may establish shifts with days off other than Saturdays and Sundays. On such operations, all overtime hours shall be paid at a minimum of one and one-half(1'/2) times the basic straight time hourly wage rate. 11.6 Multiple Shifts: Multiple shifts may be established when considered necessary by the Employer. The Employer reserves the right to implement different shift schedules for different operations. I) Signatory Contractors shall notify the Union of the starting and quitting time of all second or third shifts two (2) days before the initiation of said ' shifts. 2) If two (2) five (5) day, eight(8) hour shifts are utilized, employees in both shifts will work eight (8)hours for eight (8)hours' pay, exclusive of lunch and authorized rest periods. 3) On a three (3) shift operation, shift hours and rates will be as follows: First Shift: 8 hours' work plus %hour for lunch for 8 hours' pay. Second Shift: 7/Zh ur ' work plus /z hour for lunch for 8 hours' pay. Third Shift: 7 hours' work plus '/2 hour for lunch for 8 hours' pay. On a three (3) shift operation eight (8) hours shall be credited as time worked for each shift for purposes of fringe benefit payments and overtime calculation. All hours worked in excess of the established shifts shall be paid at a minimum of one and a half(1'/z)times the basic straight time hourly wage rate. 4) No additional shift premiums shall be required. 5 Shifts shall be established for a minimum of five 5 consecutive workdays. 6) Safety regulations for the Project may limit the number of hours worked by an individual within a specified time period. 11.7 Reporting Time Pay (applies to all shifts): Any employee who reports for work at a designated time and for whom no work is provided shall, unless notified as 14 1 herein provided, receive two (2)hours' pay provided the employee remains available for work during the two (2)hour period. If after working two (2)hours the employee is prevented from working a full shift by other than inclement weather,the employee shall be paid for actual time worked but not less than four (4)hours' pay if more than two (2)hours are worked. In the case of inclement weather shutdown,the employee will be paid for two (2)hours or actual time worked whichever is greater, provided that, at the discretion of the Employer the employee remains immediately available to work the job for the said two (2) hours. The Employer may implement a notification procedure to give prior notification of work cancellation. Notice given to the employee through the designed notification procedure at least two (2) hours prior to the beginning of the 1 employee's shift shall be deemed as timely notice and no reporting time pay would then be required. Any employee who leaves the job on his/her own accord will be paid for actual hours worked only. Any employee who reports to work in a condition unable to work will not be eligible for reporting time pay. 11.8 The recognized uniform non-paid holidays shall be as follows: New Year's Day, Memorial Day, Fourth of July, Labor Day, Thanksgiving, the day.after Thanksgiving, and Christmas Day. No employee shall be required to work on a holiday except in an emergency. In the event a holiday falls on Sunday,the following day, Monday, shall be observed as such holiday. In the event a holiday falls on Saturday, the preceding Friday will be a regular workday at straight time pay. ARTICLE XII Disputes & Grievances 12.1. All parties to this Agreement realize the importance of maintaining continuous and uninterrupted performance of the work on the Project, and agree to resolve disputes in accordance with this Article. Nothing in this Agreement shall restrict any remedies available to individual employees under applicable statutes. 12.2 Grievance Procedure and Arbitration. It is specifically agreed that in the event any disputes arise out of the interpretation or application of this Agreement, they shall be'settled by means of binding arbitration. Any grievances, complaints, disputes and controversies of employees of Signatory Employers or the Unions against Signatory Employers on this Project shall be resolved in accordance with the grievance procedures set forth in their applicable Collective Bargaining Agreement. Any grievances, complaints, disputes and controversies of employees of Nonsignatory Employers.or the Unions against Nonsignatory Employers on this Project shall be resolved by means of binding arbitration through the American Arbitration Association. Such arbitration shall be final, binding and 15 ' conclusive and shall be conducted in accordance with the Construction Industry Dispute Resolution Procedures of the American Arbitration Association. in accordance with applicable statutes. The expenses of the arbitration, including the arbitrator's fee, shall be borne by ' the Nonsignatory Contractor and/or the Union, unless otherwise directed by the arbitrator. Each party shall pay its own attorney's fees. ' 12.2 The arbitrator(s) shall not have authority to tender a decision involving a jurisdictional dispute or a decision the effect of which would amend, modify, alter, delete from, add to, or supersede any provision of this Agreement or its intent. ' ARTICLE XIII Jurisdictional Disputes 13.1 The assignment of work for Signatory Contractors will be solely the responsibility of the Employer performing the work involved. In such assignment, the Employer will assign work in accordance with historical practices for building, highway and heavy construction work, and such assignments will be according to area practices, decisions and agreements of record, and in compliance with applicable provisions of Prevailing Wage regulations. 13.2 Signatory Contractors agree that all Jurisdictional disputes over division of work with crafts affiliated with the California Building and Construction Trades Council, AFL-CIO, will be settled in accordance with the procedural rules and regulations of the Plan for the Settlements of Jurisdictional Disputes in the Construction Industry, effective June 1, 1984, or any successor plan. All Signatory contractors of this Project agree to assign work and be bound to the terms and conditions of the Plan for the Settlement of Unions agree that the assignments of the Employer shall be followed until the dispute is resolved in accordance with the section. It is not the intent of this section to disregard the Jurisdiction of Unions not a party to such resolution. Individuals violating this article shall be subject to immediate discharge. Any Union violating this Article shall forfeit any'further claim to the disputed work. 13.3 The assignment of work for Nonsignatory Contractors will be solely the responsibility of the Employer performing the work involved. In such assignments the Employer will assign work in accordance with historical practices for building, highway and heavy construction work, and such assignments will be according to area practices and in compliance with applicable provisions of Prevailing Wage regulations. Should a Nonsignatory Contractor be unable to resolve an assignment of work dispute, the Owner shall after investigation resolve the dispute and the Nonsignatory Contractor agrees to abide by the Owner's 16 decision. The Employer's assignment of work shall be adhered to until the dispute is resolved. ARTICLE XIV Construction 14.1 This agreement is deemed to be made, and shall be subject to, construed and enforced in accordance with the laws of the State of California, and the Charter ' and Revised Codes of the Owner. Venue for any legal action relating to this Agreement shall lie in the ARTICLE XV General Savings Clause 15.1 It is not the intent of the parties to this Agreement to violate any Federal, State or local laws.governing the subject matter contained herein, and any final determination that any provision of this Agreement violates any law or is otherwise not binding and enforceable shall have no effect on the validity of the remaining provisions of the Agreement. All parties who are signatory to the terms of this Agreement agree that if any of the provisions contained herein is finally held or determined to be illegal, unenforceable, not binding, or void by a court of final and competent jurisdiction, an effort will be made by the parties hereto to promptly enter into negotiations concerning the clauses affected by such decision for the purpose of achieving conformity with the requirements of any ' applicable law or conflicting law so violated. ARTICLE XVI ' Local Collective Bargaining Agreements 16.1 This Agreement recognizes that each individual Signatory Contractor, as defined in Article 1.8, is currently signatory to one or more Collective Bargaining Agreements'which would otherwise be applicable to and govern portions of the individual Signatory Contractor's construction work performed at this Project. As 1 to each individual Signatory Contractor, this Agreement shall incorporate by reference all provisions, not inconsistent with this Agreement, of said individual Signatory Contractors' current Collective Bargaining Agreement(s) with a Union ' signatory to this Agreement and shall be binding upon said individual Signatory Contractor and said Union. A copy of each current Collective Bargaining Agreement along with a list of which agreement a Signatory Contractor is currently signatory to shall be on file with the Manager and available for inspection. ' 16.2 In the event the Local Area Collective Bargaining Agreement is revised by mutual agreement of the Signatory Contractors and local Unions who are parties to such agreement,then, if such revision is not inconsistent with the provisions of this 17 ' Agreement, appropriate changes will automatically be made to reflect such revision in the Local Area Collective Bargaining Agreement at such time as the ' local Union gives written notice to the Owner of such revisions, with an attached copy of the duly executed Local Area Collective Bargaining Agreement and an updated list of Contractors signatory to the revised Local Area Collective Bargaining Agreement. Such changes shall be effective as of the effective date of such revision of the Local Area Collective Bargaining Agreement. 16.3 In the event of any conflict between the provisions of this Agreement and those of a Local Area Collective Bargaining Agreement, the provisions of this Agreement shall take precedence. This Agreement shall not govern, and shall have no force or effect with respect to any work other than work on this Project for the Owner. No provision of this Agreement shall be construed to require any Contractor or ' Subcontractor to be bound by or to become signatory to any Collective Bargaining Agreement which the Contractor or Subcontractor is not otherwise bound to or signatory to, and no Nonsignatory Contractor is required to become ' bound to, abide by or, become signatory to any Local Area Collective Bargaining Agreement by virtue of becoming bound to or signing this Agreement. 16.4 No provision in any Local Area Collective Bargaining Agreement shall be incorporated pursuant to Section 16.1 which discriminates against the Project or which was negotiated by the parties thereto to have special application to the Project. ARTICLE XVII Amendment 17.1 No alterations, amendments or modifications hereof shall be valid unless executed by an instrument in writing by the parties with the same formality as this Agreement. Neither this Agreement, nor any term hereof, can be changed, ' modified or abandoned, in whole or in part, except by an instrument in writing, and no subsequent oral agreement shall have any validity whatsoever. The Owner shall furnish sufficient copies of such amendments or modifications to the other parties. ARTICLE XVIII Entire Agreement 18.1 The parties agree that this Agreement is intended to cover all matters affecting wages, hours, and terms and conditions of employment on the Project and that, during the term of this Agreement, neither the Contractors, the Owner, nor the Unions will be required to negotiate on any further matters affecting these or any other subjects not specifically set forth in this Agreement except by mutual agreement of the parties involved. 18 ' ARTICLE XIX Term of Agreement 19.1 This Agreement shall be effective as of the date hereinabove written, and shall remain in effect until (date of the final completion and acceptance of the ' Contractor's work at the Project). ARTICLE XX ' Project Access 20.1 Duly authorized representatives of the Unions signatory to this Agreement shall have access to the Project site,provided they do not interfere with the work of employees or the delivery of supplies, equipment, tools or materials to the Project, and provided they comply with job and safety rules established and posted by the Employer(s) and/or the Owner. ' ARTICLE XXI Signature Page ' IN WITNESS WHEREOF,these parties hereto have caused this Agreement to be executed as of the day and year first above written. ATTEST (NAME OF OWNER) (NAME OF CONTRACTORS) ' (NAME OF UNIONS) RECOMMENDED AND APPROVED: (Signature,Name, Title, &Name of Each Organization for Owners representatives, organized labor's representatives and Contractors or their representatives) i 19 "UNFAIR" CLAUSES IN ' PROJECT LABOR AGREEMENTS ' The following clauses or variations of these clauses are to be avoided in a Project Labor Agreement (PLA) in order to make the PLA fair for all workers and their employers, ' regardless of union status: ' UNION SECURITY 7.1 The Contractors/Employers recognize the Union(s) as the sole bargaining representative of all craft employees working on the project(s). 7.2 All employees who are employed by Contractors/Employers to work on the ' Project will be required to become members of and maintain membership in the appropriate Union after seven (7)days of consecutive or cumulative employment on a construction contract subject to this Agreement. Membership under this section shall be satisfied by the tendering of periodic dues and fees uniformly required to the extent required by law. REFERRAL 8.1 The Union(s) shall be the primary source of all craft labor employed on the project(s) at any given time. However, Contractors/Employers not already signed ' to an appropriate collective bargaining agreement shall be permitted to transfer their Journeyman level key personnel, provided they have cleared through the appropriate union hall, as provided in section 8.2, for a specific construction trade, from one job to another into or.within any labor market area with the following guidelines: (1) 15% of the positions, for any single Contractor/Employer, may be journey level key personnel at any one point in time. (2) The Contractor is allowed to have a maximum of fifteen(15) key personnel. (3) The Contractor shall be allowed one (1) key personnel regardless of the calculation, as long as one or more person(s)has been dispatched from the local Union Hiring Hall. (4) An employee shall be considered a member of a Contractor/Employer's key personnel for the purpose of this Article if the employee's name appears on the Contractor/Employer's active payroll for 60 of the 100 working days before award of the construction contract. 8.2 Contractors/Employers shall be bound by and utilize the registration facilities and referral systems established or authorized by the signatory unions when such procedures are not in violation of federal law. ' BENEFITS 9.1 Contractors/Employers agree to pay contributions to the established vacation, pension or other form of deferred compensation plan, apprenticeship, and health benefit funds in the amounts designated in the master agreements of the appropriate local unions. Contractors/Employers shall not be required to pay contributions to any other trust funds to satisfy their obligation under this Article except respective trades shall continue to pay all trust fund contributions as ' outlined in such collective bargaining agreements. 9.2 By signing this Agreement, Contractors/Employers adopt and agree to be bound ' by the written terms of the legally established Trust Agreements, as described in 9.1, specifying the detailed basis on which payments are to be made into, and ' benefits paid out of, such Trust Funds. APPRENTICESHIP TRAINING 11.1 On all construction projects undertaken by the [Name of Public Agency/Entity], regardless of whether a PLA is used on the particular project, an employee from each contractor's or subcontractor's regular workforce must be enrolled and participating in an apprenticeship program which has graduated apprentices ' annually for at least the past five years. The above clauses are some of the clauses that are usually utilized in union-only PLAstl These provisions are objectionable to merit shop workers because these workers usually ' have to pay into union trust funds for benefits that they either already have with their current employer or in which they will never vest because they will not stay with the Union after the PLA project. These clauses also require workers to join the union or to ' make benefit contributions into the union trust funds along with paying union dues. Under the referral provision of union PLAs, as much as 85%of workers are discriminated against because they have chosen to work for merit shop contractors and are prohibited ' from working on a project. a cc cc ,�' v T a zT o,o ' tee L'+ o C7u uCm oV_ ti �•� .--- U) v u O C = L C l D Q E n c Q E ham, c cki�s E .� o.v �: C;d N cc 1: y v , I,u Y v A d � r� Hro u s c`� o^?`'rL E oY E.° W O ui a,6...vo cn •ry ¢ om t v cx� „U c u r. -^.� _ v^ o "03 v�CiGr T 'c r A a— N CL ZN1 cnc�rn`'� •' v p�bs13 nCC .o c oY m p k'1a 'c j•= o� WC7 $o r ,�Y �b� �•o u oto, °Uc"•E � y c u, y� �y0 N�NLLF a ¢"xr yt� pU m "Vl a bF " c ¢ r45 IF �'c a eE= 0Q C �� �a ¢ao a cr ��' _ " pr CD ZE < x Nb w C>Ln VW L a, �� w u m w Q a c y 3 o �� aui o c ca co bxL y�y3 o � ccd '='� cts -CP ocL � 'd 0Cgy 55 u uo :. W, c.- co ° cap ccaIOU,Ea) vau v Elmo U $ 40 G U Q G "O U � b O y sU� qi•� 0... [ O� C... U� 78 w a•no �• v � a� Fcc� a.)'ti-oc u � � �, � a� a U;�tn � �� d ■� � ° ac° a� 5 G'u -a i 0. ,c c [ ca.c° �'o¢ 5 [ u >, � 5 �. cn a� a� r'-o uu ao �; ai $ a a... vcnE y ° obca�.� ° cv, � °� � �t � y3 � c�-� Y� u �, w I=— L.' �`� c � C> C aJ .c� a) G �� ro C.U O L L cd O. b4 cl a) f� �• Q' o o Q� Gcn o � a� � � um �-Q CC .� G °•� � �� o $ xxa� 5,�, u'Scn •� c.-yvud n tow a) m a) q .- ctl C C OEn rM ■ 5�5 � � Sao°� c0� vim) ��.c c° uo�yv° v G w w 7, q b by N COL v.x w w ❑v L cd �, u x i w w WO y 3 !n � cn [ oo'~ cn vu0 � a`- uSG. $ wc - c '- coa� C' '' U Q T C.' ++ ° a) •� .�,, LO u ee ee U W q �. L O O a' a) U O.c 4)LO c a� � o a c �w cQ. � �Z `5 ° u�x • v C�� o 4 m' '�cn a 5� m c°'i a Nc�-o y cco0.4 caG� a� a'U o� � o'W � (V uc_d uoyc 3 >, U O`^_F — °a � UcU oVuo,a = �O ° v � Q) U 4 r-' O a0 n �C a� C U G O U 0. N u ce u a, 5 ceU.S 5 cel ao�.5Zj.x o > c E •` ��° r O c > eon .. ao u j\ z � c a'� xs LU G U u C', C j ° L . Y a. y cn ry ❑CL W a x Z a u o a 1; _ - Ulco o x�t� co °U •'3 114a V) C-'.� U)� � U O V•ro p, 0 C'p C O C V .—� O y O a) 0 a)y O 5 -[ L� �y a S 5 0 � u c ,� k � L' n� c -o 50 c �'° > vi a a y � a� c y'c caro °'V °J'U c�° rn o . O a. ��ou,,Lo., •oya �p () bocci � `�L � " UO /*! o0 S >•0'L a -o g ro a°�o cmc " y 1-o 0 v C" y � a 5 WK� y o ° o V W co ., � u o a'UpLv iem o a cp cd C w W4 7. O O C y v u 0.- O W a a) O'� Ed w ami 04 0 3 o �x °' a �� 3 cb y cn u [ u , c LCL) b ro a b0 ,SJ --1 U y'd•ce � Cd :t O. 0 0 v) c � 3� c� 48 ° o. G'oa' c� ueui9) 01" " � o� bO ° ctl a ° O' y� a) OU O ¢ U cd U ce'O C ce a Qj v°�i U U .0 .0 +�•� CL N a C a.� w q 'pri) < U u p 0(� L ° cV Ll. [ O y; ° ce• 0 y v O p �•, OU 5 b 5 •� C W cz C. a ) O O N '� O L '-' a)"� ho v) $ ■ co 3 cOd o w 0 y tcc o O pCL p 5 cae a 0 4. > � a� c L Y. u o4 > Q) ccc a