1-RFQ 26016C TPS ClnBldgs3 DB RFQ CompiledFinal 03-08-26.pdf

TPS – Clean Buildings – Ph. 3 Bundle RFQ for Design-Build Services 1

Request for Qualifications (RFQ) for Design- Build (D/B) Services – RFQ 26016C

TPS Clean Buildings – Phase 3 Bundle

RFQ Release Date:

March 10, 2026

Deadline for Submittal of Response to RFQ:

April 2, 2026, 2:00pm

RFQ for Design-Build Services 2

1.0 GENERAL INFORMATION

1.1 Introduction

Tacoma Public Schools (TPS or District) is soliciting Statements of Qualifications (SOQ) from qualified Design-Builders (which may include joint ventures) to provide design-build services for the design and construction of the TPS Clean Buildings Phase 3 Bundle project. The specific project delivery method will be progressive design-build (PDB). The District desires to assess their current facilities and implement measures to increase the energy efficiency and performance of facilities throughout the District. The Design-Builder will be tasked with a full range of design and construction services to achieve this goal.

Overall project management and design scope for the Design-Builder (D/B) on this Project may include, but is not limited to: project management; confirmation and as-builting of existing conditions;

selective/exploratory demolition and patching; project scoping/programming; conduct energy and utility audits/assessments; energy and utility audit/assessment reports; recommendations and prioritization of potential energy conservation measures; design; cost estimating; value analysis;

constructability analysis; assistance in obtaining grants/incentives for selected conservation measures; develop energy management plan and operations and maintenance program; project scheduling/phasing; logistics planning; submitting for and obtaining required jurisdictional inspections, approvals and permits; subcontractor buy-out/bidding; and materials and equipment procurement.

Construction phase work required of the Design-Builder on this Project may include, but is not limited to: project management; subcontractor & supplier scheduling and coordination; hazardous materials testing, design and abatement; selective demolition associated with existing facilities and associated utilities; new utilities; execution/construction of energy conservation measures; new and replacement M/E/P systems; specialty equipment; interior finishes; exterior finishes; testing and balancing;

commissioning and obtaining required jurisdictional construction related inspections and approvals as required for the District’s use and operation of the Work; training and support of District operations staff; monitoring and verification of implemented conservation measures; and verification/certification of compliance with the Clean Buildings Performance Standards.

1.2 Reasons for Using Design-build Delivery

The District is utilizing the design-build alternative public works contracting procedure authorized under chapter 39.10 RCW. This project delivery method is appropriate for this Project because it allows opportunity for greater innovations and efficiencies between the design team and the builder and additionally offers the opportunity for significant savings in project delivery time to be realized.

1.3 Project Description

The selected Design-Builder will work closely and collaboratively with the District’s Project Manager, Planning and Construction staff and Maintenance and Operations staff. The Design-Builder will also be required to work in conjunction with local utilities, Puget Sound Energy and Tacoma Power. The PSE CSEM program already provides the District with the required Building Management Plans and the opportunity for three site walks at no charge. Energy Star Portfolio Manager is already established and has monthly utility uploads in place.

Work of this Project may include, but not limited to: as-builting existing conditions, equipment inventorying, energy auditing/reporting, development of operation and maintenance plans, design, construction/installation, and commissioning related to utility and energy conservation measures at multiple facilities across the District. It is anticipated that facilities included in this Project may include, but not be limited to, District facilities that are between 50,000-89,999sf in area and are listed as “Tier 1” facilities in Exhibit A to this RFQ. Exhibit A to this RFQ also identifies “Tier 2” facilities that are between 20,000-49,999sf and may only require an O&M Plan and Equipment Inventory to be completed. Depending on schedule and budget, the District reserves the right at their sole discretion

RFQ for Design-Build Services 3 to increase or decrease the scope, duration or value of the Work under the Contract issued as a result of this solicitation. The Work of this Contract is being driven by the State of Washington Clean Buildings Act and the Clean Buildings Performance Standards (WAC 194-50).

The full quantity and scope of this Project is not fully known at this time but will be informed by studies and energy conservation reports that will be provided by a highly qualified and highly experienced Energy Conservation Consultant that is to be provided by the Design-Builder under this Contract.

The Energy Conservation Consultant shall assess the existing facilities and make recommendations on the implementation of measures to increase the energy efficiency and performance of the District’s facilities. It is anticipated that those recommendations may include, but not be limited to, measures that will be related to commissioning of existing systems, implementation of revised energy management and operations and maintenance plans and possibly the construction/installation of additional systems, equipment or infrastructure.

The facilities included in this bundle generally include all District owned facilities that are greater than 20,000sf in size and less than 90,000sf in size. (See attached listing of applicable District owned facilities.) The facilities in this bundle are broken into two “tiers”. The tier 1 facilities are greater than 50,000sf and less than 90,000sf and the tier 2 facilities are greater than 20,000sf and less than 50,000sf. Each of these “tiers” requires a different scope of work under the Clean Buildings Performance Standards.

To further assist proposers understand the Project scope, a number of the facilities identified in this Contract work have been designed & constructed within the last 10 years under the District’s 2013, 2020 and 2024 Capital Bond Programs. The following is a list of those facilities with the year of completion identified:

Browns Point Elementary School (2018)

Birney Elementary School (2020)

Boze Elementary School (2020)

Downing Elementary School (2022)

Skyline Elementary School (2022)

Fawcett Elementary School (2024)

Bryant Montessori School (2024)

Oakland High School (2025)

There are also a number of facilities identified in this Contract work that are slated to be replaced or constructed in the next 4 years under the District’s 2024 Capital Bond Program. The following is a list of those facilities with the anticipated year of completion identified:

Lowell Elementary School Replacement (2026)

Maritime Skills Center (2026)

TPS Central Kitchen (2027)

Maintenance & Operations Building Replacement (2027)

IDEA High School Replacement (2028)

Regional Robotics Center (2028)

Delong Elementary School Replacement (2029)

Point Defiance Elementary School Replacement (2030)

The intent is to deliver the TPS Clean Buildings Phase 3 Bundle project utilizing the PDB delivery method. It’s the District’s intent to hire a highly qualified Design-Build partner who will work collaboratively with District staff and consultants to design and construct the Project. It is anticipated

RFQ for Design-Build Services 4 that there will be multiple, concurrent design and construction projects in process at facilities across the District during the course of this Contract Work. It’s imperative to the District that the successful PDB Team be capable of providing project designs and construction schedules that will allow the selected energy conservation measures to be implemented while also allowing facilities to remain occupied and operational. It is also imperative that energy conservation measures can be constructed and delivered on time, within the available budget and that they meet or exceed the District’s operational and performance requirements.

The preliminary, combined design and construction budget (Owner’s MACC) for the Project is approximately $8,000,000.

1.4 Project Funding

The funding for design and construction of the TPS Energy Conservation Upgrades Bundle project will be provided by the capital bond issues that were approved by Tacoma voters in February 2024.

1.5 Pre-submittal Project Information Meeting

A mandatory, Pre-submittal Project Information Meeting will be held at time and dated indicated in RFQ Section 1.8, unless modified by addendum, at:

TPS Maintenance & Operations Center (Please check in at the Front Entrance) 3223 S. Union Ave.

Tacoma, WA 98409

Attendance is mandatory for Design-Builders and optional for other members of the team.

Prospective Design-Builders who intend to submit a response to this RFQ must be in attendance and must sign in on the sign-in sheet. Attendees should arrive before the designated start time to allow for parking and sign-in before the meeting begins. The intent of the Pre-submittal Project Information Meeting is for the District to provide information about the Project that will assist the candidate’s understanding of the requirements of the RFQ and Project scope. Prospective Design-Builders are encouraged to submit questions prior to the Pre-submittal Meeting to enable the District to prepare responses.

1.6 Qualifications Required

Design-Builders desiring to submit an SOQ in response to the RFQ for this Project will be required to demonstrate appropriate qualifications in one, or a combination of, the following project types for projects that are of a similar or greater value, complexity, size, and scope to this Project:

Design-build project delivery, or a similar alternative delivery method (Preference given to Progressive Design-Build)

HVAC and electrical system upgrade design and construction. (Preference given to upgrades for energy conservation purposes)

Modernization of existing buildings. (Preference given to K-12) K-12 educational facility design and construction.

Preference will be given to project experience that satisfies more, rather than less, of the project elements listed above. DBs must also successfully demonstrate their ability to meet the selection criteria outlined elsewhere in the RFQ/RFP documents.

The Design-Builder shall provide competent, experienced staff from design through completion of construction. It is preferred that the proposed staff can demonstrate adequate past experience in the project elements above for projects that are of a similar or greater complexity, size, scope and value to this Project and experience with the progressive design-build project delivery method. That staff shall include, but is not limited to, the following key Design-Build team members:

Design-Build Project Executive Design-Build Preconstruction Manager

RFQ for Design-Build Services 5

Diversity, Equity and Inclusion Manager Senior Cost Estimator Senior Scheduler Energy Conservation Engineer/Consultant Lead Mechanical Designer/Engineer Lead Electrical Designer/Engineer Design QA/QC Manager Construction Project Manager o Full-time commitment during construction Construction Superintendent(s) o Full-time commitment during construction Construction Senior Project Engineer(s) o Full-time commitment during construction Construction QA/QC Manager

In addition to the key Design-Build team members listed above, the Design-Builder shall supplement their teams with additional team members as they believe are necessary to successfully execute the Work of this Project. These staff members shall be either employees or subcontractors of the Design- Builder or employees or subconsultants of the design firms of record.

1.7 Reference Checks

The District reserves the right to conduct reference checks for the Design-Builder or any of the proposed team members at any point during the procurement process. In the event that information obtained from the reference checks reveals concerns about the Design-Builder, or a team member’s, past performance or ability to successfully perform the contract Work to be executed based on this RFQ/RFP, the District reserves the right, at its sole discretion, to determine that the Design-Builder is not qualified and remove them from consideration.

In the case that this takes place following completion of the scoring and prior to an executed Agreement, the District may, at its sole discretion, choose to terminate negotiations and enter into negotiations with the next highest-ranked firm whose reference checks validate the ability of that Design-Builder to successfully perform the Work to be executed based on this RFQ/RFP.

In conducting reference checks, the District may, at its sole discretion, include itself as a reference if the firm has performed past work for the District, even if the firm did not identify the District as a reference. Likewise, the District reserves the right, at its sole discretion, to check references for the Design-Builder from other entities, even if they were not identified by the Design-Builder as references in the submitted proposal.

1.8 Anticipated Design-Build Procurement, Design & Construction Schedule

The District intends to complete the Design-Builder selection process and execute an Agreement in a timely manner. The following is the anticipated schedule for the procurement, design and construction related to this Project. The dates indicated for design and construction related activities are preliminary and may be adjusted after the Design-Builder has been selected and the Project team has evaluated Project scheduling.

Activity Start Finish

Design-Build Procurement

First publication of RFQ March 10, 2026

Second publication of RFQ March 17, 2026

Mandatory Pre-Submittal Project Information March 19, 2026, 2:30pm

March 19, 2026, 3:30pm

RFQ for Design-Build Services 6

Last day for RFQ/RFP questions and comments to be submitted by Proposers for response by addendum

March 23, 2026, 2:00pm

RFQ/RFP Addendum Issued March 24, 2026

Prospective Design-Builders to send mandatory notice of intent to submit (Refer to RFQ Section 1.10.1)

March 26, 2026, 2:00pm

RFQ Submittal Deadline (Contractor Qualification Form and Design-Builder Qualifications)

April 2, 2026, 2:00pm

Review/Scoring of SOQs April 3, 2026 April 16, 2026

Notify Proposers of Design-Build Finalists April 17, 2026

2-Day Protest Period April 20, 2026 April 21, 2026

Issue Final RFP to Shortlisted Finalists April 22, 2026

Proprietary Meetings with Design-Build Finalists

April 29, 2026

Last day for RFQ/RFP questions and comments to be submitted by Proposers for response by addendum

May 1, 2026, 2:00pm

RFQ/RFP Addendum Issued May 5, 2026

RFP Submittal Deadline (Contractor Proposal & Price Factors)

May 14, 2026, 2:00pm

Review/Scoring of Proposals May 15, 2026 May 21, 2026

Interviews with Design-Build Teams May 21, 2026

Public Opening of Price Factors (Virtual Meeting)

May 22, 2026, 9:00am

Notify Submitters of Scoring and Most Qualified Design-Builder

May 22, 2026

4-Day Protest Period May 26, 2026 May 29, 2026

Negotiate Initial Agreement Scope/Fee June 1, 2026 June 9, 2026

Execute Initial Agreement (Date is anticipated and subject to change)

June 16, 2026

Design-Build Preconstruction Fees/Scope & Contract Negotiations

June 1, 2026 June 22, 2026

School Board Approval of Design-Builder Fees/Scope and Authorization to Execute Contract

July 9, 2026

Design-Build Agreement w/ Preconstruction Services Executed (Date is anticipated and subject to change)

July 20, 2026

Pre-Design/Design/Construction (Phased)

Pre-Design Services (begin on or around) June 16, 2026

First Facility Energy Audit & Report TBD TBD

RFQ for Design-Build Services 7

First Facility Design (if applicable) TBD TBD

First Facility GMP Negotiation TBD TBD

First Facility Procurement of Long-Lead Materials and Equipment (if applicable)

TBD TBD

First Facility Permitting (if applicable) TBD TBD

First Facility Complete Construction Documents (if applicable)

TBD TBD

First Facility Permit Available (if applicable) TBD TBD

First Facility Construction (if applicable) TBD TBD

First Facility Complete and Certified Compliant with Clean Buildings Performance Standards (WAC 194-50)

TBD

Activities of Subsequent Facilities in the Phase 3 Bundle Would be Similar to the First Facility (as applicable)

TBD TBD

Substantial Completion of the O&M Plan and Equipment Inventory for the Final “Tier 2” Facility identified in the District’s List of Facilities

June 1, 2027

All O&M Plans and Equipment Inventories for the “Tier 2” Facilities identified in the District’s List of Facilities Complete and Certified Compliant with Clean Buildings Performance Standards (WAC 194-50)

July 1, 2027

Substantial Completion of the Final “Tier 1” Facility identified in the District’s List of Facilities

May 1, 2028

All “Tier 1” Facilities identified in the District’s List of Facilities Complete and Certified Compliant with Clean Buildings Performance Standards (WAC 194-50)

June 1, 2028

DB procurement schedule dates indicated above are preliminary and are subject to change. Schedule changes during the procurement process will be issued by an addendum.

Project design and construction schedule dates indicated above are preliminary and may be adjusted after selection of the Design-Builder and input from the Project team. Early bid and/or procurement packages will be considered and may be utilized to maximize construction efficiency, meet the schedule, and minimize cost impacts.

It is critical that Work at all “Tier 2” Facilities under this contract work be complete and certified as compliant with the Clean Buildings Performance Standards (WAC 194-50) prior to July 1, 2027. If this critical deadline is not met for all “Tier 2” Facilities, the District will be subject to substantial monetary penalties.

Similarly, it is critical that Work at all “Tier 1” Facilities under this contract work be complete and certified as compliant with the Clean Buildings Performance Standards (WAC 194-50) prior to June

RFQ for Design-Build Services 8

1, 2028. If this critical deadline is not met for all “Tier 1” Facilities, the District will be subject to substantial monetary penalties.

1.9 Design-Build Evaluation and Award Process

The District intends to evaluate and score submitted qualifications and proposals to determine the most highly qualified Design-Builder with whom they intend to negotiate a scope and cost proposal for Preconstruction (Pre-design, Programming and Design Development) Services as well as terms and conditions of the Design-Build Contract (Agreement and General Conditions). The Design-Build evaluation and award process will be a competitive selection process in accordance with RCW 39.10.

All firms submitting proposals must be registered by the Washington State Department of Labor and Industries in accordance with RCW 18.27.020.

Prospective Design-Builders are responsible for all costs of preparing and submitting a Statement of Qualifications (SOQ) and participating in the Request for Qualifications for Design-Build Services.

The Request for Proposals (RFP) submittal and evaluation criteria have been developed to avoid the need for detailed design and cost estimating as a part of the RFP process. Therefore, a modest honorarium of $1,000 will be issued to the Design-Builders who are shortlisted as Finalists and invited to participate in the RFP process but are not awarded a Design-Build Contract. The SOQ and Proposal documents submitted as part of this procurement will remain the property of the District and shall not be returned to the submitters.

The District reserves, at its sole discretion, the right to reject any or all submittals of SOQs and Proposals and to waive informalities or non-material irregularities in the SOQs and Proposals received. The process for selection of the Design-Builder, negotiation of the GMP, award of the design build contracts, and payment for Pre-construction Services is anticipated to be as follows:

1.9.1 Eligibility

Qualified Design-Build teams interested in being considered for selection as the Design-Builder may submit their Statement of Qualifications and, if shortlisted as a Finalist, submit a Proposal in accordance with the submittal requirements set forth in the RFQ and RFP.

1.9.2 Process Summary

The solicitation process will be a two-step process. The first step will be the RFQ stage where interested Design-Builders will submit their SOQ and a Contractor Qualification Form in response to the RFQ. The submitted SOQs and Contractor Qualification Form will be evaluated by a District appointed Selection Committee. The District’s Selection Committee may include representation from the TPS Office of Planning and Construction, TPS Administration and TPS Facilities. The Selection Committee will score the qualifications received, based on the evaluation criteria identified in this RFQ, shortlist the most qualified, responsive, Design-Builders as Finalists.

The second step will be the RFP Stage where shortlisted Design-Build Finalists will receive a copy of the final RFP document and be invited to submit a written Proposal and Price Factor Proposal and attend an Interview with the District’s Selection Committee.

During the RFP Stage, prior to the submittal of Proposals, each Design-Build Finalist will have an opportunity to take part in an individual, Design-Builder led Proprietary Meeting with the District’s Selection Committee. The purpose of the Proprietary Meeting is to allow the prospective Design- Builders to ask questions, request clarifications and gather information which may be relevant to assembly of their Proposal and Price Factor Proposal. Because the selection process emphasizes qualifications, project approach, capacity/ability to complete the work and limited pricing criteria, Design-Builders will not be allowed to present detailed, project-specific design concepts, detailed pricing, 3-D models, renderings or other design or estimating intensive efforts as part of the Proprietary Meeting. Following the Proprietary Meetings, Design-Build Finalists will have the opportunity to submit a Proposal and Price Factor Proposal for evaluation.

Design-Build Finalists who submit a Proposal will be invited to attend an Interview conducted by the Selection Committee, prior to the final scoring of Proposals. The purpose of the Interview is to allow

RFQ for Design-Build Services 9 each Design-Builder to present their team qualifications, highlight and explain their thoughts and approach to the Project and engage in a question-and-answer period with the Selection Committee that will help them to clarify their Proposal to the Selection Committee. Because the selection process emphasizes qualifications, project approach, capacity/ability to complete the work and limited pricing criteria, Design-Builders will not be allowed to present detailed, project-specific design concepts, detailed pricing, 3-D models, renderings or other design or estimating intensive efforts as part of the Interview.

Following the Interviews, the Selection Committee will score the Interviews, Proposals and Price Factor Proposals, according to the criteria set forth in the RFP, and identify the most highly qualified Design-Build team based on total cumulative scoring. A summary statement of the selection will be provided to all Proposers within two business days of the notification per RCW 39.10.330.6.

The responsive Design-Builder with the highest cumulative score (Qualifications + Proposal + Price Factor), will be identified as the “Most Highly Qualified Design-Builder” and will be selected to enter into contract negotiations with District for a Contract that includes Preconstruction Services. Per RCW 39.10.330(5), if the District and the highest scoring Design-Builder cannot agree on terms for this Agreement, the District may, at their sole discretion, terminate negotiations with that Design-Builder and enter into negotiations with the next highest scoring Design-Builder.

In the event that only one responsive SOQ and/or Proposal is received at the dates and times noted herein, or as modified by subsequent addenda, the District reserves the right, at its sole discretion, to either proceed with the procurement process with the single respondent; cancel the RFQ and/or RFP and procurement process; or reschedule the due date and time for the SOQs and/or Proposals and the procurement process.

The District reserves the right, at its sole discretion, to reject any and all proposals and/or cancel this RFQ and/or RFP at any time for any reason. In the event that the District does so, it shall provide the reasons for rejection or cancelation in accordance with RCW 39.10.330(2).

1.9.3 Contracting Process and Forms of Agreement

Project delivery will be a design-build contracting method utilizing a two-phase Agreement process.

Samples of the Agreements and General Conditions documents are included in the draft RFP document attached to this RFQ. Final Agreement and General Conditions documents will be provided with the final draft of the RFP document.

Preconstruction – Pre-design Through Design Development: The first phase in contracting will be an Agreement between District and the Design-Builder for Preconstruction Services that will include pre-design, programming, schematic design and design development services for the Project, or a designated portion thereof. The Agreement shall include the Design-Builders cost proposal for Preconstruction Services and a negotiated listing of the minimum required Preconstruction, documentation and deliverables to be completed and provided by the Design-Builder to document the design intent.

The listing of minimum required Preconstruction tasks, documentation and deliverables and the associated scope and cost proposal for Preconstruction Services will be negotiated between the District and the Design-Builder prior to signing the Agreement. The Preconstruction Services negotiations shall be completed no later than twenty-one (21) calendar days from written notification of the of the most highly qualified Design-Build team.

In the event that the District and the most highly qualified Design-Builder are not able to reach timely agreement on a mutually satisfactory scope and cost proposal for Preconstruction Services that the District determines to be fair and reasonable, the District reserves the right, at its sole discretion, to terminate negotiations. Should the District choose to cancel the negotiations upon failure to achieve a Preconstruction Services scope and cost proposal, such cancellation will be effective upon issuance and receipt of written notification to the Design-Builder.

Upon termination of the negotiations, the District reserves the right to begin negotiations with the next highest ranked Design-Builder, per RCW 39.10.330(5).

During Pre-design, for each phase of the Project, the Design-Builder will work with the District’s team

RFQ for Design-Build Services 10 to develop deliverables to include, but not be limited to, an energy audit and report, a prioritized list of potential utility and conservation measures, Project program information, performance criteria, conceptual design criteria and ROM cost estimates.

Once the pre-design information has been approved by the District, the Design-Builder will develop a design that reflects the approved predesign requirements and describes the size and character of the entire Project. The design process shall involve District review/input at reasonable intervals and take into consideration the District’s preferences on and the availability, cost, durability and maintenance requirements of materials, finishes, equipment and systems; energy conservation;

construction sequencing; construction scheduling; code requirements; sustainable design and construction practices; jurisdictional requirements; aesthetics and context.

For purposes of clarity, as it relates to the requirements and expectations of the design during this phase, refer to:

Guidelines for Determining Architect/Engineer Fees for Public Works Building Projects (A/E Fee Guidelines), dated July 1, 2025, as published by the State of Washington Office of Financial Management. (https://ofm.wa.gov/wp-content/uploads/sites/default/files/public/budget/instructions/capital/2025- 27/Ch9AEfees.pdf )

Design Services shall encompass all requirements identified as included in, or requisite to Predesign/Programming Services, Schematic Design Services and Design Development Services in this document. As required to properly define the Project design for the negotiation of a GMP, design related services for this phase may also include, but not be limited to, consultant design fees for Schematic and Design Development level designs for the following consultants/scope identified as A/E Extra Services and/or A/E Other Services in the A/E Fee Guidelines:

Pre-Design Energy Conservation (ELCCA & LCCA) Sustainable Design (WSSP or LEED) Value Engineering participation and implementation Specialty Consultants including:

o Cost Estimating o Low Voltage Systems o Hazardous Materials

In addition to the above design services, the Design-Builder shall create formal, detailed cost estimates, based on the design and formatted in CSI modified Uni-format. Formal, detailed cost estimates shall be developed, and reconciled against the Project budget, at the completion of program documents, 95% Schematic Design and 95% Design Development. As part of the Preconstruction Services, it shall be the responsibility of the Design-Builder to work with the District and provide ongoing, informal value engineering, constructability recommendations and cost estimating during design, with the intent to facilitate a design that is aligned with the District’s available GMP budget and program requirements for the Project.

The cost estimate and design documents developed during Preconstruction services shall be adequate for use to negotiate a GMP to complete the remainder of design, permit, bid and construct the particular phase of the Project.

Final Design, Permitting and Construction Services: The second step in contracting will be a GMP Amendment to the Agreement between the District and the Design-Builder to complete Final Design, Permitting and Construction Services for a particular phase of the Project. Design work during this phase shall entail refinement of the design documents (program, drawings, specifications, schedule and cost estimate) that were developed during Preconstruction so that they adequately describe the Project for purposes of permit review, subcontractor bidding, construction, commissioning and other aspects of scope and terms sufficient to complete the Project as required for use by the District.

For purposes of clarity, as it relates to the requirements and expectations of the design during this

RFQ for Design-Build Services 11 step, refer to:

Guidelines for Determining Architect/Engineer Fees for Public Works Building Projects (A/E Fee Guidelines), dated July 1, 2025, as published by the State of Washington Office of Financial Management. (https://ofm.wa.gov/wp-content/uploads/sites/default/files/public/budget/instructions/capital/2025- 27/Ch9AEfees.pdf )

Design Services during this step shall encompass, but not be limited to, all of the requirements identified as included in, or requisite to, Construction Document Services, Regulatory Requirements, Bidding Phase, Construction Contract Administration and Project Closeout in this document. In addition to the consultants and scope identified as A/E basic Services for Construction Documents, Bidding, Construction Contract Administration and Project Closeout in the A/E Fee Guidelines, design related services for this phase shall also include consultant design fees for Construction Documents, Bidding, Construction Contract Administration and Project Closeout for the consultants/scope listed in the Preconstruction Services above and may also include, but not be limited to, the following consultants/scope:

Jurisdictional and Permitting Support Early Bid and Procurement Packages Commissioning and Training Constructability Review Participation and Implementation HVAC Balancing and Commissioning Support

As part of the services to complete the design and construct the Project, the Design-Builder shall collaborate with the District and provide ongoing, informal value engineering and constructability suggestions and cost estimating during design and construction with the intent to facilitate a Project that is aligned with the agreed upon GMP for the Project. Substantial changes to the design and/or the materials/systems utilized or installed during construction, that will negatively impact the character, aesthetics, fit, finish, durability, quality, maintenance or operation from that which was identified, inferred or agreed upon in the design documents that were utilized for negotiation of GMP, shall not be made by the Design-Builder without prior, written approval of the District.

1.9.4 Price Negotiations

It is anticipated that negotiation of the price to complete the design, obtain permits and construct the Project, or a designated portion thereof, will take place when the design, or a designated portion thereof, is at a level of not less than 50% and not more than 60% completion, which is approximately the completion of Design Development. The Design-Builder and District shall come to a mutual agreement that Preconstruction Services have progressed to a point where the design documents have been developed to a point that they are adequate to negotiate a GMP to complete the work, or a designated portion thereof.

The Design-Builder’s GMP cost proposal to complete the Work, or a designated portion thereof, shall include an “open book”, transparent tabulation for the design scope and cost to complete the design, including a list of deliverables and a schedule for completion of the work that is tied to the required permitting, bidding, construction and close-out schedule of the Project, or a designated portion thereof. The Design-Builder’s cost proposal to complete the Work, or a designated portion thereof, shall also include an “open book”, transparent cost estimate for the cost of materials, labor, equipment, general conditions, general requirements and OH&P to construct the Project, or a designated portion thereof. The cost proposal for construction shall clearly identify any allowances for work that is not yet detailed enough to be estimated in a detailed manner and/or contingencies for latent/unforeseen conditions or other issues that the Design-Builder deems appropriate. The cost proposal for construction shall include a construction contingency, percentage/amount to be negotiated by District and Design-Builder, to be utilized for unexpected situations that may arise during construction and that, per the contract, are reimbursable as a Cost of the Work but do not qualify as the basis for a Change Order and increase to the GMP. The use of this construction contingency must be approved by both the Design-Builder and the District. Any contingency remaining at the end of the Project will be returned, in full, to the District. These items will be reviewed, RFQ for Design-Build Services 12 revised, approved as part of the price negotiation process and will be attached to the Amendment/Agreement.

If, at any time, the District and the Design-Builder are unable to agree on one or more of the following:

A satisfactory cost proposal for completing the Project, or a designated portion thereof, that the District determines to be fair, reasonable and within the available budget;

An acceptable schedule to complete the Project, or a designated portion thereof;

The scope, performance and character of the Project, or a designated portion thereof, The District may, at its sole discretion, terminate the Contract and not proceed to execute the remaining Project scope with the Design-Builder.

Should the District choose to cancel the negotiations, upon failure to achieve a GMP Amendment to complete the Work, such cancellation will be effective upon issuance of written notification to the Design-Builder. In such case, the Design-Builder will not be reimbursed for time and effort related to the price negotiations.

In the case where the parties are not able to reach GMP Amendment to complete design and construct the Project, or a designated portion thereof, and the contract is terminated, the District will maintain ownership of the design developed during Preconstruction Services and reserves the right, at its sole discretion, to either cancel the Project, move forward with the Project utilizing the services of another Design-Builder or to move forward with the Project through a design-bid-build delivery process or in any other way that it deems appropriate.

1.10 Proposal Submittal Requirements and Submittal Deadline

All RFQ responses (SOQs) are to be submitted electronically by uploading to Tacoma Public Schools Electronic Bid Management System “Bonfire” website at:

https://tacoma.bonfirehub.com/portal/?tab=openOpportunities. Submittals must be uploaded prior to the time/date deadline indicated in RFQ Section 1.8.

Registration and Proposal Submittal Instructions

In order to take part in this procurement process and submit a response to the RFQ, prospective Design-Builders will need to access and register at the Tacoma Public Schools Electronic Bid Management System “Bonfire” website at:

https://tacoma.bonfirehub.com/portal/?tab=openOpportunities

Classification/Commodity Code(s)

When registering on the website, follow instructions and use at least one or any combination of the following classification/commodity codes, as applicable for your firm: 906-10, 906-38, 909-21, 909- 22, 909-24, 909-27, 909-31, 912-38, 925-44 and/or 958-26.

Declaration of Intent

Prospective Design-Builders who are intending to submit an SOQ in response to the RFQ shall complete the intent to submit in Bonfire by no later than the time/date deadline indicated in RFQ Section 1.8, or as revised by addendum. Completion of the intent to submit is required to be completed in Bonfire to be considered a responsive bidder. Proposers who do not submit an intent to submit will be determined to be non-responsive and will be removed from consideration.

1.10.1 Submittal Delivery

The solicitation process will be a two-step process. The first step being the submittal of Design-Builder Statement of Qualifications (SOQ) and a completed Contractor Qualification Form. The second step will be submittal of a Proposal and Price Factor Proposal by short-listed Design-Build Finalists. The following items shall be submitted:

Step 1 - Statement of Qualifications:

RFQ for Design-Build Services 13

In response to the RFQ, interested Design-Builders shall upload to Tacoma Public Schools Electronic Bid Management System “Bonfire” website, their SOQ and their completed and signed Contractor Qualification Form (refer to Appendix). The SOQ document, and the Contractor Qualification Form are to be submitted in two separate pdf files. Each Design-Builder’s SOQ shall:

Include table of contents (not included in maximum page count of the SOQ) Be organized by sections corresponding to the numbering, criteria and order identified in the

RFQ (Section 2).

Be limited to 30 pages in length (minimum 10-point font). The maximum page count does not include:

o The SOQ cover sheet o Letter of interest o Table of contents o Contractor qualification form o Letter from surety o Design-Build team member resumes (maximum of 1 page each) o Tabs or back cover.

Tabs, cover and back cover shall have no substantive written information included, otherwise they will be counted in the page limit. If your submittal prints pages on both sides this will count as two pages. Attachments and exhibits will count towards the page limit.

All information uploaded shall be printable on 8½” x 11” paper including exhibits and graphical information. Submittals not meeting the format and content requirements established herein may, at the sole discretion of the District, be considered non-responsive and may not be reviewed and scored. The District will review the Contractor Qualification Form and will determine (pass/fail) whether the SOQs of the submittal shall be further reviewed and considered for this work.

Incomplete submittals may be considered non-responsive and may not be reviewed and scored.

Any submittal that is not received by the time and date noted in RFQ Section 1.8, or as revised by addendum, may be rejected and returned to the Design-Builder without having been opened, reviewed, or scored.

Step 2 - Proposal:

Shortlisted Design-Build Finalists may submit a Proposal and Price Factor Proposal Form in response to the RFP for Design-Build Services. Proposals received from Design-Builders who were not identified as Finalists will be considered non-responsive and will not be reviewed and scored.

The Proposal and Price Factor Proposal Form shall be submitted by uploading to Tacoma Public Schools Electronic Bid Management System “Bonfire”. The Proposal and Price Factor Proposal Form documents are to be submitted in two, separate pdf files. The first document being the Proposal in response to the “approach criteria” (items 3.2-3.9) and the second being the Price Factor Proposal Form (item 3.10). Each Finalist’s Proposal shall:

Include a Table of Contents (not included in maximum page count of the proposal) Be organized by sections corresponding to the numbering, criteria and order identified in the

RFP (Section 3).

Be limited to 40 pages in length (minimum 10-point font). The maximum page count does not include:

o The proposal cover sheet, o Table of contents, o Letter of interest, o Letter from insurance carrier o Completed Price Factor Proposal Form o Tabs or back cover.

RFQ for Design-Build Services 14

Tabs, cover and back cover shall have no substantive written information included, otherwise they will be counted in the page limit. If your submittal prints pages on both sides this will count as two pages. Attachments and exhibits will count towards the page limit.

All information uploaded shall be printable on 8½” x 11” paper including exhibits and graphical information. Submittals not meeting the format and content requirements established herein may be considered nonresponsive and, at the sole discretion of the District, may not be evaluated and scored.

Incomplete submittals may be considered non-responsive and may not be reviewed and scored.

Any submittal that is not received by the time and date noted in RFQ Section 1.8, or as revised by addendum, may be rejected and returned to the Design-Builder without having been opened, reviewed, or scored.

The submitted Price Factor Proposal Forms will be kept confidential during review/scoring of the approach criteria and the Interviews and will be publicly opened at the date and time indicated in RFQ Section 1.8, or as revised by addendum. The public opening will utilize an electronic meeting format.

To access the scheduled public opening electronic meeting, utilize the following link:

Join Zoom Meeting https://us06web.zoom.us/j/86805444073?pwd=PLgWNoOvRdXO9jJwAm69jSa3tRgtaY.1

Meeting ID: 868 0544 4073

Passcode: 5DUNuZ

One tap mobile

+12532158782,,86805444073#,,,,*747521# US (Tacoma)

+12532050468,,86805444073#,,,,*747521# US

Join instructions https://us06web.zoom.us/meetings/86805444073/invitations?signature=oKcvMAmXzghwbQ ANiLCNxdN-uO0FqC4Ia2azt0txw04

1.10.2 Cancellation of RFQ/RFP or Postponement of Submittal Due Date and Time

The District reserves the right, at its sole discretion, to cancel the RFQ and/or RFP at any time. The District also reserves the right, at its sole discretion, to issue an addendum changing the date and time for receiving submittals, prior to the date and time established for submittal.

1.10.3 Cost and Return of Submittals

Prospective Design-Builders are responsible for all costs of preparing and submitting an SOQ and/or Proposal and participating in the Design-Builder procurement process. See RFQ Section 1.9 for information on an honorarium that may be paid to shortlisted Finalists who are not awarded a Design- Build Contract. Design-Builders who submit an SOQ but are not shortlisted as Finalists do not qualify to receive an honorarium. Submittal documents will remain the property of the District and shall not be returned.

1.10.4 Collusion or Improper Contact

The Pre-submittal Meeting, Proprietary Meeting and Interview shall be the only opportunities for candidates to speak directly with the representatives of the District and the Design-Build Consultant regarding the Project and the Design-Builder selection process. Any other contact with the District’s staff, or Design-Build Consultant, regarding this RFQ or the RFP is strictly prohibited. (Refer to RFQ Section 1.10.8 for the proper procedure related to comments or questions requiring interpretation or

RFQ for Design-Build Services 15 revisions to the RFQ or RFP.) Design-Builders violating this prohibition may be disqualified from competition.

1.10.5 Public Disclosure of Submittals

Submittals and documents received by the District in response to the RFQ or RFP and the Design- Builder selection are public records subject to Chapter 42.56 RCW, the Public Records Act. Design- Builders should clearly identify in their submittals and documents any specific information that it claims to be confidential or proprietary.

If the District receives a Public Records Act request to view the information marked confidential or propriety in a Design-Builder’s submittal following an award, the District’s sole obligation shall endeavor to notify the Design-Builder (1) of the request and (2) of the date upon which such information will be released to the requester unless the Design-Builder obtains a court order to enjoin that disclosure pursuant to RCW 42.56.540. If the Design-Builder fails to timely obtain a court order enjoining disclosure, the District will release the requested information on the date specified.

The procurement process is not considered complete until the Design-build contract has been executed or the procurement is canceled. Once the procurement process is complete, the submittals and other information related to the Design-Build procurement will be made available for inspection by the public and the District will allow unsuccessful Proposers an opportunity for a debrief.

1.10.6 Non-Disclosure Obligation

Any data provided by the District to the Design-Builders, either before or after Contract award, shall only be used for its intended purpose. Design-Builders and their team members shall not utilize nor distribute District provided data, in any form or for any other purpose, without the expressed, written approval of the District.

1.10.7 Addenda

If at any time, the District revises, deletes, clarifies, or otherwise modifies the RFQ or RFP, the District will issue a written Addendum. Addenda will be posted to the Tacoma Public Schools Electronic Bid Management System “Bonfire” website.

It shall be the Design-Builder’s responsibility to obtain, read and address the addenda information in their SOQ or Proposal. (Refer to the dates indicated in Section 1.8 for specific related to posting of addenda.) The Design-Builder shall acknowledge receipt of addenda in the Letter of Interest portion of their SOQ and in the Price Factor Proposal Form of their Proposal. Failure to properly acknowledge the addenda may result in the Design-Builders submittal being considered non-responsive and it will not be reviewed and scored.

1.10.8 Questions, Comments and Interpretation of the RFQ or RFP

All comments or questions requiring interpretation or revisions to the RFQ or RFP must be submitted electronically through the Tacoma Public Schools Electronic Bid Management System “Bonfire” website, using the questions tab. (Refer to the dates indicated in Section 1.8 for specific deadlines for questions and comments.)

There are generally two types of questions. The first type involves a question about information that can be found in the documents. This type of question may be resolved by directing the Proposer to the specific section of the RFQ or RFP where the answer may be found without addressing the question in an addendum. The second type of question involves clarifying or interpreting parts of the RFQ or RFP. Response to the second type of question will be provided to all potential Proposers by written addendum posted on the Tacoma Public Schools Electronic Bid Management System “Bonfire” website. (Refer to the dates indicated in Section 1.8 for specific related to the release of addenda.)

Any information clarifying or modifying the RFQ or RFP will be furnished solely by written addendum.

Oral interpretations, explanations or instructions related to the RFQ or RFP will be avoided. Oral interpretations, explanations or instructions are not binding.

RFQ for Design-Build Services 16

1.11 Design-Build Contractor’s Responsibilities

By submitting an RFQ and Proposal, the Design-Build contractor certifies that they have the following registrations, approvals, coverages and requirements in effect:

Registration with the Washington State Department of Labor and Industries in accordance with RCW 18.27.020.

UBI Number.

Industrial Insurance (worker’s compensation) coverage for the bidder’s employees working in Washington as required in RCW Title 51.

Washington Employment Security Department Number as required in RCW Title 50.

Washington Department of Revenue State Excise Tax registration number as required in

RCW Title 82.

Eligibility for bidding on any public works contract under RCW 39.06.010 or RCW

39.12.065(3).

Ability to satisfy the bidder responsibility criteria in RCW 39.26.160(2).

1.12 Underutilized Businesses, Local…