1068_27_ RFQP_IDIQ CM Cost Mgt Services_Final.pdf

IDIQ RFQP for Solicitation Date: October 5, 2026 CM Cost Management Services

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The Board of Regents of the University System of Georgia

Georgia Institute of Technology

Atlanta, Georgia

Request for Qualifications (RFQ)

For

Indefinite Delivery Indefinite Quantity (IDIQ)

Construction Manager Cost Management Services

Solicitation/Contract No. 1068-27

Solicitation Date: October 5, 2026 RFQ Due Date: October 30, 2026

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Table of Contents

I. Introduction and Statement of Need

II. Category of Work A. Construction Manager Cost Management Services IDIQ Contract B. General Requirements

III. Procurement Process

A. Selection B. Prequalification C. Prequalification Meeting D. Criteria for Evaluation of Statements of Qualification E. Submittal of Questions & Requests for Clarification F. Statement of Qualifications and Performance Data G. Submittal of Statement of Qualifications H. Evaluation of Written Qualifications & Shortlisting I. Restriction on Communications J. Cost of Preparing Qualifications Submittals

IV. Miscellaneous Provisions of this RFQ

A. Right to Reject Qualifications and/or Proposals B. Form of Contract C. Minority Business Policy D. Policy on Drug-Free Workplace E. ADA Guidelines F. Rate Schedule & Other Required Documentation (Shortlisted Firms Only) G. Protest H. Attachments

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I. INTRODUCTION AND STATEMENT OF NEED

The Board of Regents of the University System of Georgia, by and on the behalf of the Georgia Institute of Technology (“Georgia Tech”) is seeking the services of highly qualified Construction Management firms (“Consultant”) who not only specialize in CM at Risk Projects but are also highly proficient in providing planning estimates, cost models, estimates and reconciliation services on one or more categories of projects as noted below under Section II - Category of Work. This Request for Qualifications (RFQ) seeks to identify potential providers of the above-mentioned services. Some firms that respond to this RFQ, who are determined to be especially qualified, may be deemed eligible and may be invited to interview and offer proposals for these services. All respondents to this RFQ are subject to instructions communicated in this document and are cautioned to completely review the entire RFQ and follow instructions carefully. Georgia Tech reserves the right to reject any or all statements of qualifications or proposals, and to waive technicalities and informalities at their discretion

More than one Construction Management firm may be selected for a one-year term, with the possibility of (4), one-year renewals, to be a provider under an IDIQ contract. The Consultant(s) selected under this procurement will work through Georgia Tech Office of Planning, Design & Construction (OPDC) or Office of Campus Engineering to provide traditional and specialized cost management services, including developing planning estimates, cost models, program estimates, design estimates, detailed itemized estimates, estimate reviews, scope/budget reviews, value engineering studies, CM/Contractor cost reconciliation and change order cost evaluations. The Consultant will be required to provide cost management services on planning studies as well as on the following construction delivery methods: Task Order, CM at Risk, Design Build, Design Bid Build, Letter Bid, and Direct Award. Any work on planning studies will not prevent the firm from proposing on the project should it proceed with design and construction phases.

Projects assigned to the successful Consultant(s) may be small renovation, adaptive reuse of existing facilities, or minor capital projects from $10,000 - $1,000,000 in construction costs. The total under one Consultant contract will not exceed a total project value of $5,000,000 and total Fees for any single IDIQ contract will not exceed $600,000, in any single year, for which the contract is in force.

The size of the projects will vary and Georgia Tech in no way guarantees any percentage of this fee will be awarded for any single IDIQ contract. Project work will be located on Georgia Tech’s campus in Midtown Atlanta, Georgia.

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CATEGORY OF WORK

A. Construction Manager Cost Management Services IDIQ Contract

Statement of Need

Georgia Tech requires the services of a Construction Manager Cost Management/Preconstruction Professional (Consultant) to provide cost management services for various new and renovation projects of various sizes and scope. To this end, Consultant(s) will be on call to provide services on an as-needed basis. Typically, the services required will be in support of Georgia Tech Planning, Design & Construction Project Managers, Engineers and Planning Teams on various projects.

This category includes consulting services to provide cost models, program estimates, design estimates, detailed itemized estimates, estimate reviews scope/budget reviews, value engineering studies, CM/Contractor cost reconciliation and change order cost evaluations on new and renovation work.

Georgia Tech Planning, Design & Construction or Engineering will provide the Consultant a scope of work to include a project narrative, program or progress documents appropriate to the phase of work to be estimated. Georgia Tech’s Office of Planning, Design, and Construction and/or Office of Campus Engineering will develop the scope of services on a project-by-project basis. The general scope of services will be in conformance with Georgia Tech’s Yellow Book which may be found online at:

https://facilities.gatech.edu/system/files/forms_files/Yellowbook-202204.pdf

To this end, Consultant(s) will be chosen for a one-year term, with the possibility of (4), one-year renewals, to be open-ended service providers. This Consultant will be on call to provide cost management consultation on an as-needed basis. Typically, the work required may be a part of a larger renovation project or may be the primary goal of the project.

B. General Requirements

The Consultant must propose as a single construction manager/ cost management firm. Consultant must not rely on additional firms as consultants to meet the requirements of this contract. The Consultant is expected to have appropriate professional staffing to accomplish the scope of work within the specified term of the assigned IDIQ contract package.

The IDIQ General Consulting Services Contract will be with the Georgia Institute of Technology (Georgia Tech) as an authorized agent of the Board of Regents of the University System of Georgia (“Owner”). The Consultant will be responsive to both the Owner and Georgia Tech in complying with master planning formats and standards, complying with architectural and engineering standards (e.g.

“Yellowbook”), developing detailed cost models, program estimates, design estimates, detailed

- 5 -itemized estimates, estimate reviews, scope/budget reviews, value engineering studies, CM/Contractor cost reconciliation and change order cost evaluations.

The term of the IDIQ contract is to be approximately 12 months with the final deliverable date to be determined. During the term of the IDIQ contract, the Consultant will be on call to provide cost management services as needed for a specific project. The Consultant will be required to designate a highly qualified Lead Cost Manager/Preconstruction Professional for the duration of the project.

The Owner reserves the right to designate other specialty consultants/sub-consultants to be used for each project.

II. PROCUREMENT PROCESS

A. SELECTION

Consultant firms that will perform work under an IDIQ contract will be selected as a result of the following process:

1. Firms responding to this RFQ will provide a Statement of Qualifications and Performance

Data as specified in paragraph ‘F’ below.

The Statement of Qualifications and Performance Data will be submitted electronically

Firms will be evaluated by a selection committee on the basis of the qualification criteria set forth below. The selection committee will be composed of representatives of Georgia Tech’s Office of Planning, Design & Construction and/or Office of Campus Engineering, and other representatives as may be appointed by the Owner.

2. Review of qualifications responses by the Selection Committee will result in a shortlist of the best qualified firms.

3. Short-listed firms may be invited to interview. Interviewing firms will prepare and present a detailed staffing plan, work plan, and project approach for consideration by the Selection Committee during the interview and will be evaluated based on the criteria set forth below.

Key members of the consultant team must be present during the interview. Georgia Tech may request additional proposal information from shortlisted firms during this process.

4. Shortlisted firms will prepare a password-protected, Rate Schedule (Exhibit B), as outlined in paragraph ‘F’ of Section IV below. Rate Schedules will be due as noted in the Schedule of Events below and are to be submitted electronically to an email address provided at a later date. Passwords will be requested from those named in the Final Selection.

5. The Selection Committee will make recommendations to the Owner for award of contract(s).

The General Consulting Services IDIQ Contract awards are anticipated in January 2027. The

- 6 -contracts, if awarded, will be with the Georgia Institute of Technology, and will be based on the final evaluation of qualifications and oral presentations, with the submitted Rate Schedule as a consideration.

The following Schedule of Events represents Georgia Tech’s best estimate of the schedule that will be followed. All times indicated are Eastern prevailing times for Atlanta, Georgia. Georgia Tech reserves the right to adjust the schedule as it deems necessary.

Schedule of Events:

Date Time Issue RFQ October 5, 2026 Mandatory Prequalification Meeting October 20, 2026 2:00 PM Deadline to Submit Questions October 27, 2026 2:00 PM Responses to Questions Issued (If Applicable) October 29, 2026 Qualification Submittals Due November 5, 2026 2:00 PM Selection Committee Issues Shortlist

November 19, 2026

Interview/Additional Instructions Memo sent to Shortlisted

November 19, 2026

Password-Protected Rate Schedule (Exhibit B) Due

December 3, 2026 9:00 AM

Interviews of Shortlisted Firms

Dec 3rd – Dec 10th, 2026 TBD

Final Selection Announcement posted to GPR December 16, 2026

B. Prequalification

A Selection Committee will evaluate the qualifications of all firms responding to this RFQ. Firms intending to submit a Qualifications Package must meet the following prequalification criteria outlined below. Firms that do not meet these criteria should not submit a Qualifications Package as not meeting these requirements will result in automatic disqualification.

1. Firm must be a Construction/Cost Management Firm able to provide specialized

Cost Management services.

2. Minimum Experience - Lead Cost Manager/Preconstruction Professional

• 5 years college or university experience

• 8 years overall experience

• Format experience: CSI (trade-based) and Uniformat (component-based)

• Certification: The Lead Cost Manager for each firm is required to be certified. The

CPE credential (granted by ASPE) or the CEP credential granted by AACE are

- 7 -acceptable certifications. Other certifications may be acceptable if the Cost Manager IDIQ Selection Committee considers them pertinent to the service.

3. Firm MUST hold a Georgia Business License to legally do business in the State.

4. Firms MUST have well established and relevant specialty college and university planning and design experience in new or renovation work.

5. Firms MUST have three to five solid references with only one (1) Georgia Tech reference allowed demonstrating success working with college and university staff & faculty.

6. Firms MUST have the location of a company office within 60 miles of Georgia Tech's main campus. The company location shall be the mailing address provided to the State of Georgia for the registration of the business name of the company.

7. Firms MUST have a solid record of meeting demanding project schedules, within budget and for a reasonable fee

8. Firms MUST have experience and expertise in cost management during all phases of a project.

9. Firms MUST have a strategy for team communication and coordination

10. Firms MUST have a strategy for client, project and expectation management

11. Firms MUST have a strategy for quality assurance and control

C. Prequalification Meeting

A MANDATORY Prequalification meeting will be held Virtually. Prospective consultants must attend and sign into the prequalification meeting to gain a full understanding of the requirements of the IDIQ contract. There will be no exceptions made. The meeting will consist of a briefing and orientation on project types and delivery methods and an opportunity for questions and clarifications.

Prequalification Meeting Information:

When: October 20, 2026 @ 2:00 PM Where (If Applicable): Meeting will be held Virtually on Teams Parking Instruction (If Applicable): NA – Meeting is online Additional Instruction: See below on how to join meeting

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Microsoft Teams meeting Join: https://teams.microsoft.com/meet/2482015925094735?p=ua5ZUatboVBqVhGgmJ Meeting ID: 248 201 592 509 473 5 Passcode: kW9Q8X4h

Need help? | System reference Dial in by phone +1 470-705-2566,,847654109# United States, Atlanta Find a local number Phone conference ID: 847 654 109# For organizers: Meeting options | Reset dial-in PIN Org help

**Prospective consultant’s planned Georgia Tech POC/Account Manager must attend and log in at the prequalification meeting to gain a full understanding of the requirements of the IDIQ contract.

A selection of finalist firms will be made by a Selection Committee consisting of representatives of Georgia Tech’s Office of Planning, Design & Construction and/or Office of Campus Engineering, and other representatives as may be appointed by the Owner. The Selection Committee will receive and evaluate the Statements of Qualifications submitted in response to this Request for Qualifications (RFQ), using the following criteria.

D. Criteria for Evaluation of Statements of Qualifications

25% Factor: Stability: Firm’s stability, including the firm’s corporate history, growth, resources, form of ownership, litigation history, financial information, and other evidence of stability.

45% Factor: Experience and Qualification: Firm’s relevant experience with owners such as the State of Georgia and/or other similarly structured organizations, preferably higher education and qualifications to include the demonstrated ability of firm in effectively providing outlined services at various stages of projects for a wide range of higher education facilities with varying degrees of complexity, size, and function. This includes relevant experience and qualifications of the firm’s principals and lead staff, and evidence of relevant competencies for this RFQ/RFP including the level of and ability to provide these services in-house. Other factors to be considered: Record of meeting demanding schedules, within budget and for a reasonable fee; experience and expertise in budget and schedule management; strategy for team communication and coordination; strategy for client, project and https://teams.microsoft.com/meet/2482015925094735?p=ua5ZUatboVBqVhGgmJ https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Faka.ms%2FJoinTeamsMeeting%3Fomkt%3Den-US&data=05%7C02%7Cbrenda.cochran%40facilities.gatech.edu%7C632ff233ec684dff885508df22f347c3%7C482198bbae7b4b258b7a6d7f32faa083%7C1%7C0%7C639268100400197591%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=KxPTn2Y7tuMw5a9HMonlbKqhsSyIGkRlok%2FiKch%2Fl4Q%3D&reserved=0 https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZWQ4NWM1YWMtMDEzOS00YzVjLWJiMGMtMTQyMzYwMDdkYmM3%40thread.v2/0?context=%7b%22Tid%22%3a%22482198bb-ae7b-4b25-8b7a-6d7f32faa083%22%2c%22Oid%22%3a%22f9007f3b-15bd-424a-9c26-535d91983457%22%7d tel:+14707052566,,847654109 https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdialin.teams.cloud.microsoft%2F42afbc41-db95-4099-bc31-3212cb4e5b8b%3Fid%3D847654109&data=05%7C02%7Cbrenda.cochran%40facilities.gatech.edu%7C632ff233ec684dff885508df22f347c3%7C482198bbae7b4b258b7a6d7f32faa083%7C1%7C0%7C639268100400219059%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=Fa0pl21tjSenS9%2F725WlKiPUFQITK9QuxQyKx8U6YMM%3D&reserved=0 https://teams.microsoft.com/meetingOptions/?organizerId=f9007f3b-15bd-424a-9c26-535d91983457&tenantId=482198bb-ae7b-4b25-8b7a-6d7f32faa083&threadId=19_meeting_ZWQ4NWM1YWMtMDEzOS00YzVjLWJiMGMtMTQyMzYwMDdkYmM3@thread.v2&messageId=0&language=en-US https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdialin.teams.cloud.microsoft%2Fusp%2Fpstnconferencing&data=05%7C02%7Cbrenda.cochran%40facilities.gatech.edu%7C632ff233ec684dff885508df22f347c3%7C482198bbae7b4b258b7a6d7f32faa083%7C1%7C0%7C639268100400234610%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=N1qq%2FqFNJiLLbotSklEhFtEpNA0mArsvi6p77JnBw2A%3D&reserved=0 https://services.gatech.edu/

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30% Factor: Suitability: Firm’s apparent suitability to provide the required professional services for this RFQ/RFP, including but not limited to the firm’s apparent fit to the needs of the Owner, any special or unique qualifications and projected workloads, the location of Firm’s office in proximity to the Owner.

The firm’s non-discrimination policies, any affirmative action policies and/or stated efforts for W/MBE inclusion will be a part of this evaluation, as will experience and proficiency with cost managing of public works projects

Finalist Notification

Once the evaluation of the Statements of Qualifications has been completed, a listing of selected finalist firms will be posted on the Georgia Procurement Registry as an addendum. Firms selected as finalists will receive written notification from Georgia Tech via electronic transmission. In this notification, Georgia Tech may request an interview along with the submission of the Exhibit B, Hourly Rates and other required documentation.

E. Submittal of Questions & Requests for Clarification

It is the responsibility of each respondent to examine the entire RFQP, seek clarification in writing, and review its submittal for accuracy before submitting the documents. Once the submittal deadline has passed, all submissions will be final. The Owner will not request clarification from individual proposer regarding their submission but reserves the right to ask for additional information from all parties who have submitted qualifications. Questions about any aspect of the RFQ, or the project, shall be submitted in writing by email and by the deadline included on the Schedule of Events to:

Lindsey Cottingham Associate Director | Construction Services email: lindsey.cottingham@facilities.gatech.edu

Email Subject Line shall include the following:

“CM Cost Manager Services IDIQ_ Bid-Contract No. 1068-27_the Firm Name_Questions”

The deadline for submission of questions relating to the RFQ is the time and date shown in the Schedule of Events (Section III).

mailto:

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All relevant questions and requests for clarification received by the Institution in writing, prior to the deadline will be compiled, and answers will be posted on the Georgia Procurement Registry as an addendum to the original solicitation.

F. Statement of Qualifications and Performance Data

(DELIVERABLES “A”, “B”, and “C” FOR ALL FIRMS)

Statements of Qualifications and Performance Data are to be submitted ELECTRONICALLY

Qualifications submittals must meet the requirements of this section to be considered. The response to this RFQ must be concise, clear and relevant; partial or incomplete responses will not be considered. Proposers are required to follow the outline below in their response. A table of contents, with corresponding tabs should be included to identify each section. Please include only the information requested in your Qualifications submittal.

Submissions should not exceed 20 single sided pages, or 10 double sided pages printed.

Electronic Submittal Packages must include the following:

A. Description and Resources of Firm

A1. Provide basic company information: Company name, address, name of primary contact, telephone number, fax number, E-mail address, and company website (if available). If the firm has multiple offices, the qualification statement shall include information about the parent company and branch office(s) separately. Identify office from which the contract will be primarily managed. Provide form of ownership, including state of residency or incorporation, and number of years in business. Is the offeror a sole proprietorship, partnership, corporation, Limited Liability Corporation (LLC), or other structure?

A2. Briefly describe the history and growth of your firm. Provide general information about the firm's personnel resources, including disciplines and numbers of employees and locations and staffing of offices.

A3. Has the firm been involved in any litigation in the past five (5) years? Describe your experience with litigation with Owners and/or Contractors. List any active or pending litigation and explain.

A4. Provide name of insurance carrier, types and levels of coverage, and deductible amounts per claim.

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A5. List the firm’s annual average revenue for the past 5 years.

A6. Supply financial references and main banking references.

A7. Has the firm ever been removed from a Construction or professional services contract or failed to complete a contract as assigned?

A8. Complete and submit the “CONTRACTOR AFFIDAVIT UNDER O.C.G.A. § 13-10-91(b)(1)”

(Exhibit “C”) with response as Section “A9” of the firm’s Statement of Qualifications.

“Contractor” in this Affidavit shall mean “General Consultant – CM Cost Manager” for the purpose of compliance with O.C.G.A. § 13-10-91, (b). Failure to submit this form with Statement of Qualifications may result in the firm being eliminated from consideration for this RFQ/RFP selection. (This one-page form submission shall not be considered part of the page limits).

B. Experience and Qualifications

B1. Provide professional qualifications and description of the level of experience for principal Consultant personnel. (At this stage, firms are asked for information on lead staff only but may list qualifications and experience on more than one lead individual who is qualified and available for scope as described in this RFQ/RFP. If the firm is selected as a finalist, Georgia Tech may request detailed information in an interview on the exact proposed expanded team and their relevant experience.)

B2. Provide information on the firm’s experience in effectively providing preconstruction and cost estimating services on a wide range of facilities and projects with varying degrees of complexity, size, and function related to higher education. Firm’s relevant experience and qualifications effectively providing other professional support services for a wide range of higher education facilities with varying degrees of complexity, size, and function. Describe no more than ten (10) projects, which demonstrate the firm's in-house capabilities to perform the services contemplated by this solicitation. For each project, the following information should be provided:

a. Project name, location and dates during which services were performed.

b. Brief description of project and the services performed by your firm.

c. People from the firm that worked on the project

d. Owner’s stated satisfaction in service of your firm.

e. Owner’s current contact information.

f. Contractor’s current contact information (if applicable).

B3. Provide information about any experience the firm may have specifically with IDIQ Contracts that include any of the services listed in this RFQ. Detail the following:

a. The term of any IDIQ contract(s),

b. The agency or firm with which the contract(s) was held,

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c. The duration of the contract(s), and

d. The total dollar value of the contract(s).

B4. Describe firm’s approach and process for Cost Modeling & Design Estimate services. Include example format (CSI and/or Uniformat) and anticipated deliverables. (Examples may be placed in an appendix and will not count against the 20-page limit)

B5. Describe firm’s approach and process for Cost Management services including cost reconciliation with a CM or Design Builder. Include example format (CSI and Uniformat), and anticipated deliverables. (Examples may be placed in an appendix and will not count against the 20-page limit).

B6. Provide detailed profiles, for at least 8 projects, from the sample list above.

Information should be the same as the sample list but should also include the following:

a. Description of the project scope.

b. Estimate performance data; as a percentage (estimate within + % of awarded bid – for bid projects).

c. Reconciliation performance data; as a percentage (estimate within + % of reconciled price - for CM or DB projects).

d. How the data provided for item ‘c’ above added/subtracted from the project value.

e. Contact/Reference for the project should include name, organization, address, phone number, and email address

C. Statement of Suitability

C1. Provide any information that may serve to differentiate the firm from other firms in suitability for the scope as described in this RFQ/RFP. Provide evidence of the firm’s fit to this type of contract and/or needs of the Owner, any special or unique qualifications provide current and projected workloads, the proximity of office(s) to the Owner, and any services offered by the firm that may be particularly suitable for this RFQ response.

C2. Provide W/MBE status, and any non-discrimination and affirmative action policies of the firm.

C3. Provide evidence of experience and proficiency with public works projects.

No Qualifications submittals will be accepted after the time stipulated above. Qualifications submittals will not be accepted via facsimile or e-mail.

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It is also the responsibility of the Proposers to examine the entire RFQ, seek clarification in writing, and review their qualifications for accuracy before submitting a response. Once the deadline has passed, all submittals will be final.

G. Submittal of Statements of Qualifications

The Qualifications Submittal shall be uploaded as one (1) complete package in .pdf format to the email link provided. Please do not submit individual documents or sections separately. The file shall be titled in the format below.

EXAMPLE:

“CM Cost Manager Services IDIQ_ Bid-Contract No.1068-27_Firm Name_Qualifications”

Upload Qualification Package Submissions to the following Email Addess:

Lindsey Cottingham Associate Director – Construction Services email: lindsey.cottingham@facilities.gatech.edu

Qualification Packages do not need to be password protected.

• Proposals (Exhibit B – Hourly Rates) required by Shortlisted Firms Only are to be password protected file and will be due as per Section III, A.5: Schedule of Events.

The selection committee will only ask for the password to the Exhibit B Proposal form from the selected/winning firms.

Statements of Qualifications must be received electronically by the Owner prior to the deadline indicated in the Schedule of Events (Section III, A.5 of the Procurement Process). Printed copies will not be accepted.

Firms are encouraged to verify their upload was successful at least 45 minutes prior to the deadline.

A list of firms submitting responsive Statements of Qualifications will be published on the Georgia Procurement Registry site.

It is the sole responsibility of the Proposer to ensure delivery of the Qualification Packages by the specified deadlines; the Owner cannot accept responsibility for failed/incorrect delivery, regardless mailto:

- 14 -of reason. No submittals will be accepted after the time stipulated above. Submittals will not be accepted via mail, courier, or fax.

All submittals upon receipt become the property of the Owner. Labeling information provided in submittals “proprietary” or “confidential” or any other designation of restricted use will not protect the information from public view. Subject to the provisions of the Open Records Act, the details of the proposal documents will remain confidential until final award.

H. Evaluation of Written Qualifications & Shortlisting

After receipt of the qualification submittals, up to eight firms judged most qualified based on the information submitted may be invited to participate in a virtual interview with the Selection Committee. The firm will put forward the Project Lead they intend to assign to the GT account for the management of the IDIQ Agreements and that person will be accompanied by their immediate executive supervisor for a 30-minute interview.

Interviews may not be required for returning Vendors who have positive prior experience and success working with Ga Tech. Evaluations of Construction Management firms commenting on their performance over the duration of their contract(s) with Ga Tech will be considered. **

Evaluating Firm Interviews: Criteria

Major Category Criteria Qualifications and experience of the Project Lead (POINT

VALUE=30)

Education, Training & Experience of the Firm’s Project Lead and Staff

Quality of references for the Project Lead

Communication skills of Project Lead

Proposed Project Lead’s experience with projects of various sizes and types Team’s experience specifically with renovations of existing buildings Proposed team’s experience with effective budget control Proposed team’s experience with effective schedule control

Services (POINT VALUE= 30)

Quality of firm’s proposed services and how well services address proposed project needs

Project Progress Reports

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Firm’s articulation of alternative approaches, demonstrating flexibility in addressing project requirements

Firm’s ability to apply in-house services to solving project issues

Management Plan for IDIQ Order Awards (POINT

VALUE=30)

Firm’s demonstrated ability to solve complex project issues Effectiveness of firm’s cost management plan during design and construction Firm’s approach for managing changes within the stated cost and schedule limitations Effectiveness of firm’s schedule management plan during design and construction Effectiveness of quality assurance program and plan Effectiveness of closeout plan Effectiveness of plan for administering any other services identified by firm and offered to add value to project Nondiscrimination Policy

(POINT VALUE=10)

Firm’s nondiscrimination policies, any affirmative action policies concerning its work force and procurement practices, and any proposed efforts for inclusion of small and minority business enterprises

Firm’s approach to implementing an effective non-discrimination policy and local or small subconsultant outreach program

Firm’s record on nondiscrimination based on race, creed, color, sex, or national origin in its employment or procurement practices

Interview Sequence

Because the interview is to be conducted live (virtually), Consultant Lead and their Supervisor should be prepared to cover any of the topics mentioned below for possible discussion.

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a. Personnel The interviewees should be prepared to address any of the topics described below, as well as other relevant questions posed by the Selection Committee.

1. Project Staffing:

Describe your firm's proposed organization for the management team.

• Principal

• Lead Cost Manager/Preconstruction Professional

• Assistant Cost Engineer

• Subconsultants/Other (please describe, if applicable)

2. Identify the person who will be the leader of your team and the principal point of contact between your firm and GT and other prospective Consultants. This person’s competence, leadership, and ability to achieve customer satisfaction will be heavily considered in the selection of a construction management firm.

b. Services

1. Describe a list of services that your firm normally provides.

2. Define value engineering and describe your approach to providing value engineering with relevant examples.

c. Management Plan

1. Describe your process for efficiently resolving issues and maintaining project commitments. Provide specific examples demonstrating your ability to solve complex project issues without compromising your team commitments.

2. Describe your systems and procedures for controlling costs and changes during design and construction.

3. Describe your systems and procedures for meeting “open book” requirements.

4. Describe systems and procedures your firm uses to manage the project schedule.

5. Provide your firm’s detailed compliance procedures, project accounting procedures, and issue resolution.

6. Provide your quality assurance plan for IDIQ services. Explain your process for ensuring quality workmanship.

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d. Nondiscrimination Policy

1. Describe your firm’s nondiscrimination policies, any affirmative action policies concerning its work force and procurement practices, and any proposed efforts for inclusion of small and minority business enterprises.

2. Describe your firm's record on policies of nondiscrimination based on race, creed, color, sex, or national origin in its employment or procurement practices.

I. Restriction on Communications

From the issue date of this RFQ and until firms are selected and the selection is announced, responders are not allowed to communicate with any person on the staff of Georgia Tech, Georgia Tech Office of Planning, Design & Construction, Office of Campus Engineering, or the Board of Regents regarding this offering except through the Issuing Officer or an assigned delegate.

Procedural questions and clarifications regarding this RFQ should be reserved for the prequalification meeting.

J. Cost of Preparing Qualifications Submittals

The cost for preparing qualifications submittals in response to this RFQ is the sole responsibility of the responding firm. The Owner is not obligated to any party to reimburse such expenses.

III. MISCELLANEOUS PROVISIONS OF THIS RFQ

A. Right to Reject Qualifications and/or Proposals

The Owner reserves the right to reject any and all qualifications and/or proposals.

B. Form of Contract

The IDIQ General Consultant Contract will be used as attached to this RFQ. It provides for a maximum cost limitation to include the issuance of General Consultant Orders. The Contract will be with Georgia Tech as authorized agent of the Board of Regents of the University System of Georgia.

Prospective proposers are urged to carefully read the IDIQ Contract prior to submitting their qualifications. Changes to the contract language will not be considered. Please visit the Office of Planning, Design & Construction web site to review the A&E.

Also, if firms have not previously worked with Georgia Tech, they will be required to visit the Georgia Tech Business Services web site to register as a new Vendor All vendors must be registered

- 18 -with Georgia Tech in order to be awarded a contract. The Link below will bring up the instructions on how to register:

https://facilities.gatech.edu/system/files/forms_files/GT_SupplierRegistration03-13-26.pdf

C. Minority Business Policy

It is the policy of the Board of Regents and Georgia Institute of Technology that minority and female business enterprises shall have maximum opportunity to participate in the contracting and purchasing process. Therefore, all minority and female owned business enterprises are encouraged to compete for, win, and receive contracts for professional services as required by this RFQ. Also, the Board of Regents encourages all companies to subcontract portions of any Board of Regents contract to minority business enterprises.

D. Policy on a Drug-Free Workplace

Award of a Contract is contingent upon the Consultant certifying that a drug-free workplace will be provided for the Consultant’s employees during the performance of the Contract as required by the “Drug-Free Workplace Act” (O.C.G.A. 50-24-1).

E. ADA Guidelines

The Board of Regents and Georgia Institute of Technology adhere to the guidelines set forth in the Americans with Disabilities Act (ADA), ANSI 17.1 and the International Building Code with Georgia Amendments. Accordingly, provisions will be made to make your use of the services provided by Georgia Tech easier and more accessible. We ask that you email the Issuing Officer in advance if you require special arrangements when you attend the prequalification meeting, or if you visit our offices. Please give at least three (3) days notice in advance of your visit. The Georgia Relay Center at 1-800-255-0056 (TDD Only) or 1-800-255-0135 (Voice) will relay messages for the speech and/or hearing impaired in strict confidence.

F. Rate Schedule (Exhibit B) & Other Required Documentation

(DELIVERABLES “D”, REQUIRED OF SHORTLISTED FIRMS ONLY)

D1. Shortlisted Firms are required to submit the password-protected Rate Schedule (Exhibit B) along with other required documentation listed by the date shown on the Schedule of Events in Section III, A5. The completed documents are to be submitted electronically, as a single PDF file by all shortlisted firms.

An email address will be provided directly to those shortlisted.

The Rate Schedule Form, Exhibit B, attached shall be used. The rate schedule should be calculated by using the format as herein described.

https://facilities.gatech.edu/system/files/forms_files/GT_SupplierRegistration03-13-26.pdf

- 19 -

Hourly Rate (provided on Exhibit A) X Mark-up (expressed as a percentage) = % Billing Rate

The basic rates will be as noted in Exhibit B, and the firm shall propose a mark-up by which the basic rate will be multiplied. Fees on any given project will be based on man-hour projections using these billing rates. The billing rate shall include all overhead costs including, but not limited to, payroll taxes, insurance, leave, bonus pay, office costs, home office administrative costs, and the like.

Rates proposed on the Exhibit B shall remain firm and no increases will be accepted unless discussed prior and agreed upon in writing by Georgia Tech.

**Please Note: All reimbursable expenses must be approved in writing by Georgia

Tech and shall be billed at Actual Cost.**

D2. Shortlisted firms will be required to complete and submit Form SPD-SP042, Supplier General Information Worksheet, and Form SPD-SP045, Tax Compliance Form, Exhibits D1 & D2, which will be sent to the Department of Revenue for approval/clearance.

MISSING, INCOMPLETE, OR ERRONEOUS DATA MAY DELAY OR PROHIBIT VERIFICATION OF

YOUR ELIGIBILITY FOR CONTRACT AWARD.

D3. Shortlisted firms will also be required to submit a Scrutinized Company Acknowledgement

Form, Exhibit E, confirming they are not a scrutinized company as described in Georgia Code O.C.G.A. § 50-5-84, O.C.G.A. § 50-5-84.1, O.C.G.A. § 50-5-84.2

False certification by a supplier as to its status as a scrutinized company may result in civil penalties, contract termination, ineligibility to bid on state contracts for three or more years, and/or any other available remedy.

D4. Shortlisted Firms will be required to submit a Disclosure Statement, included as Exhibit F, to identify possible conflicts of interest.

Final Evaluation

Upon completion of the evaluation process by the Selection Committee, the firms will be ranked in descending order of recommendation. One or more of the top-ranked firms will be awarded a contract, and the contract rates will be as shown in the Rate Schedule.

- 20 -

G. Protest

Notice: Notice of protest must be filed with the Issuing Officer within 10 days of the announcement of any award under this RFQ.

Content: This Notice must include the legal grounds for the protest and the factual basis for the protest, in sufficient detail for the Issuing Officer to make a realistic assessment of the grounds and alleged procedural defect in the procurement process. A protest may not be grounded on the cost evaluation of the submitted sealed Rate Schedules, and any protest based on such grounds will be denied.

Continuation of Award Process: Georgia Tech is under no obligation to suspend or otherwise delay the award of the Design Professional Contract, but may, in its discretion, elect to do so. If it does elect to suspend or delay the award, it will notify the protester and other proposers in writing of such decision.

H. Attachments

Exhibit A: IDIQ General Consultant Contract_SAMPLE

Exhibit B: Submission form of proposed Rate Schedule

Exhibit C: Contractor Affidavit

Exhibit D1: Sample Form SPD-SP042: Supplier General Information Worksheet

Exhibit D2: Sample Form SPD-SP045: Tax Compliance Form

Exhibit E: Sample Form Scrutinized Company Acknowledgement Form

Exhibit F: Proposer’s Disclosure Statement

END OF RFQP

- 21 -

Exhibit A

Indefinite Delivery Indefinite Quantity (IDIQ)

General Consultant Contract

(See Sample Contract Attached)

- 22 -

Exhibit B

Rate Schedule (Submit as a Password Protected Electronic File)

Position

Principal / Project Manager

Hourly Rate $ x Mark-up (expressed as a percentage) % = $

Lead Cost Estimator/Preconstruction Professional Hourly Rate $ x Mark-up (expressed as a percentage) % = $

Assistant Estimator

Hourly Rate $ x Mark-up (expressed as a percentage) % = $

Administrative Assistant

Hourly Rate $ x Mark-up (expressed as a percentage) % = $

Sub Consultant Expenses

Rate $________________ x Mark-up (expressed as a percentage) % = $ __________

Reimbursable Expenses – Must be approved in writing and shall be included at Actual Cost.

Firm Name

By: Signer’s Name

Title

- 23 -

Exhibit C

Contractor Affidavit under O.C.G.A. § 13-10-91(b)(1)

By executing this affidavit, the undersigned contractor verifies its compliance with O.C.G.A. § 13-10-91, stating affirmatively that the individual, firm or corporation which is engaged in the physical performance of services on behalf of Board of Regents of the University System of Georgia for the use and benefit of Georgia Institute of Technology, Using Agency (public employer) has registered with, is authorized to use and uses the federal work authorization program commonly known as E-Verify, or any subsequent replacement program, in accordance with the applicable provisions and deadlines established in O.C.G.A. § 13-10-91. Furthermore, the undersigned contractor will continue to use the federal work authorization program throughout the contract period and the undersigned contractor will contract for the physical performance of services in satisfaction of such contract only with subcontractors who present an affidavit to the contractor with the information required by O.C.G.A. § 13-10-91(b). Contractor hereby attests that its federal work authorization user identification number and date of authorization are as follows:

Federal Work Authorization User Identification Number (4-6 numerical characters)

Date of Authorization

Name of Contractor Name of Project

Board of Regents of the University System of Georgia For the use and benefit of Georgia Institute of Technology Name of Public Employer

I hereby declare under penalty of perjury that the foregoing is true and correct.

Executed on ____ (day) of ______________ (month), 20____ (year) in ________________(city), _____(state)

Signature of Authorized Officer or Agent

Printed Name and Title of Authorized Officer or Agent

SUBSCRIBED AND SWORN BEFORE ME

ON THIS _____ DAY OF _______________ MONTH, 20_____YEAR

NOTARY PUBLIC SIGNATURE

My Commission Expires:

NOTARY SEAL

- 24 -

Exhibit F

PROPOSER’S DISCLOSURE STATEMENT

All proposers should be aware that the project you are submitting a proposal on is a public project, and the Owner (BOR) is a public agency. Pursuant to the laws, rules and Executive Orders of the State of Georgia, BOR shall make every effort to avoid even the appearance of a conflict of interest or any impropriety in both the selection process for this project and the negotiation and performance of any resulting contract. As part of any submittal you intend to make for this project, you must include a Disclosure Statement with your submittal which answers the following specific questions:

1. Describe any business transactions occurring within the prior two years between your firm and BOR, the Using Agency, or the ultimate end-user of the proposed project.

Insert Response Here

2. Describe any gift, hospitality, or benefit of any sort that your firm has provided to BOR, the Using Agency, or the end-user of the proposed project within the prior one-year period.

Insert Response Here

3. A conflict of interest or potential conflict of interest is defined as any action, decision, or recommendation by a person acting in a capacity as a public official, the effect of which is or could be to the private monetary or financial benefit or detriment of the person, the person’s relative, or any business with which the person or a relative of the person is associated. The potential conflict of interest is viewed from the perspective of a reasonable person who has knowledge of the relevant facts. Based upon this definition, describe any conflict of interest or potential conflict of interest that your firm has with BOR, the Using Agency, or the end-user of this project.

Insert Response Here

This Disclosure Statement should be dated and signed by an authorized signator for the Proposer and submitted with the Proposer’s Submittal as a deliverable.

Name of Firm

Authorized Signature Date

Printed Name and Title of Authorized Agent

- 25 -

References

Sample Form SPD-SP042: Supplier General Information Worksheet – Exhibit D1

Sample Form SPD-SP045: Tax Compliance Form- Exhibit D2

Sample Form: Scrutinized Company Acknowledgement Form – Exhibit E

(See Attached)