City of Ansonia and Ansonia School Building Commission

Request for Qualifications and Request for Proposals for

Commissioning Agent Services for

New Middle School & Central Administrative Offices

State Project No: 002-0061 N/PS

State Project No: 002-0062 N/BE

ISSUED: OCTOBER 9, 2026

SUBMISSION DEADLINE: NOVEMBER 2, 2026

Ansonia School Building Commission Contact:

Beverly Tidmarsh, Chairperson

Ansonia School Building Commission

Ansonia City Hall

253 Main Street

Ansonia, CT 06401

CITY OF ANSONIA PUBLIC SCHOOL DISTRICT

ANSONIA SCHOOL BUILDING COMMISSION

REQUEST FOR QUALIFICATIONS AND REQUEST FOR PROPOSALS

The Ansonia School Building Commission (the “SBC”) and the City of Ansonia, Connecticut (“City”) are requesting sealed qualifications and sealed proposals from qualified professional firms to provide commissioning services in connection with the design, bidding/procurement and construction, and occupancy of a school building project for the construction of the new Ansonia Middle School building and grounds (the “Middle School”) and the new District Central Administrative Offices (the

“Administrative Offices”) (collectively the “Project”) at 64 and 78 Pulaski Highway, Ansonia, Connecticut 06401 (together the “Property”). The selected firm will be the commissioning agent engaged by the City and SBC for the Project (the “Commissioning Agent” or the “CxA”). This solicitation is both a request for qualifications and a request for proposals (“RFQ/RFP”). This

RFQ/RFP has been publicly advertised.

The City and District have been awarded a school building construction project grant for the Project by the State of Connecticut through the Connecticut Department of Administrative Services (“CTDAS”).

The Services to be performed by the firm selected as the Commissioning Agent (the “Services”) for the

City, SBC, Ansonia Public School District (“District”), and the Ansonia Board of Education, as applicable, are described in greater detail and set forth in the Instructions to Proposers and Exhibit A of this RFQ/RFP, and will generally include, for the Project, commissioning services to ensure that the Project’s various building systems are planned, designed, installed, tested, optimized, and capable of being operated as intended and required by the District, the

Project Architect’s basis of design for the Project, and the Construction Documents for the Project, including commissioning services that are usually and customarily performed by a commissioning agent when furnished for the awarding authority in connection with a project for the construction of a new public school building that is partially funded by a priority list school building project grant administered by CTDAS and provided pursuant to Connecticut General Statutes Chapter 173 and applicable regulations of the State of Connecticut.

The Project building systems for which the Commissioning Agent will provide the Services generally include, but are not limited to: heating, ventilation, air conditioning, and refrigeration systems; building automation systems and associated controls; indoor air quality systems; electrical systems; plumbing systems; sensor lighting controls; lighting and daylight controls; domestic hot water system; renewable energy systems; water using systems; life safety systems, including fire protection and fire alarm systems; energy management and/or efficiency systems; emergency power systems and automatic transfer switching; building envelope systems; security systems; and communications systems.

Please see Sections 5 through 8 of the following Instructions to Proposers for important details about the

RFQ/RFP submission process and requirements. This RFQ/RFP, with Instructions to Proposers and other documents which are a part of this RFQ/RFP, are available for downloading on the Connecticut

Department of Administrative Services Contracting Portal which may be accessed at https://portal.ct.gov/das/ctsource/bidboard?language=en_US (“State Portal”) and on SBC’s website (“SBC Website”) at the following URL:

https://www.cityofansonia.com/content/8132/8208/8492/default.aspx and/or https://www.cityofansonia.com/news?Archives=1&ChanID=520 https://portal.ct.gov/das/ctsource/bidboard?language=en_US https://www.cityofansonia.com/content/8132/8208/8492/default.aspx https://www.cityofansonia.com/news?Archives=1&ChanID=520 and may be examined at the office of Diana Branch, Ansonia Assistant Town & City Clerk, located at

253 Main Street, Ansonia, Connecticut 06401. Legal notice of this RFQ/RFP, inviting sealed qualifications and sealed proposals has been published in a local newspaper.

Sealed qualifications submissions and sealed fee proposals submitted by proposers in response to this

RFQ/RFP (together “Submissions”) must be received by the SBC at the office of Diana Branch, Ansonia Assistant Town & City Clerk, located in Ansonia City Hall, at 253 Main Street, Ansonia, Connecticut 06401, no later than November 2, 2026, at 12:00 pm. Submissions from Proposers are required to include responses to both the Request for Qualifications and the Request for Proposals included in this RFQ/RFP, in accordance with the requirements set forth in the Instructions to Proposers.

Proposers must respond to both the RFQ and the RFP separately. Responses must be submitted in separate sealed envelopes, clearly marked with the name of the Proposer, and the words, as applicable:

“Response to Request for Qualifications for Commissioning Agent Services for Ansonia Middle

School & Central Administrative Offices” or

“Response to Request for Proposals for Commissioning Agent Services for Ansonia Middle School

& Central Administrative Offices” with the Proposer’s name. Each sealed envelope shall include the original and three (3) copies of the enclosed qualifications submission or fee proposal, as applicable, together with one copy in pdf format submitted on a thumb drive. No fee or hourly rate information shall be included with any qualifications submission in response to the RFQ, and may only be included in the proposer’s sealed envelope containing their proposal in response to the Request for Proposals.

Submissions will be opened (excluding the sealed envelopes containing Fee Proposals) at the office of

Diana Branch, Ansonia Assistant Town & City Clerk, located in Ansonia City Hall, at 253 Main Street, Ansonia, Connecticut 06401, 12:00 pm on November 2, 2026. After Submissions have been opened on behalf of the SBC, no Submission may be modified or withdrawn for ninety (90) days after the date such

Submissions were opened.

Any questions and requests for information concerning this solicitation shall be submitted only by email to Beverly Tidmarsh, Chairperson of the Ansonia School Building Commission, at

SchoolBuildingCommission@ansonia.org, cc’d to Robert Evans at BEvans@ansonia.org and Jack

Butkus, Senior Program Manager for Arcadis U.S., Inc., at john.butkus@arcadis.com, no later than 4:00 pm., on October 21, 2026. Responses to questions and requests for information by the SBC will be provided by addendum to this RFQ/RFP, posted on the State Portal and on the SBC Website no later than October 27, 2026. Under no circumstances will the SBC respond to non-written questions or requests for information.

No Proposer or prospective Proposer shall have any contact or communication with any member of the

SBC or any City, District, or Ansonia Board of Education officer, representative, employee, or member of any board, commission or committee, regarding this procurement during the pendency of this procurement, except as expressly provided and permitted in this RFQ/RFP and the Instructions to

Proposers. Failure to comply with these conditions will result in the disqualification of a noncomplying

Proposer.

The City and SBC, for themselves and for the District, reserve the right to amend or withdraw this RFQ/RFP for any reason, to accept or reject any or all qualifications or proposals submitted, to waive any informalities or non-material deficiencies in any such submission(s), and to make such award (or make no award) of a contract in connection with this RFQ/RFP, all as determined by the SBC and/or the City, in their discretion, to be in the best interest of the City and District.

Submissions, including qualifications submissions and/or proposals, may be rejected for irregularities of any kind, including without limitation, alteration of form, additions not called for, conditional proposals, and incompleteness. Submitted qualifications or submitted proposals may also be rejected if, in the opinion of the SBC or City, the same do not meet the standard of quality established by this RFQ/RFP. Any or all Submissions of qualifications and/or proposals may be rejected if there is any reason to believe that collusion exists among two or more parties who submit qualifications and proposals. The foregoing provisions are for illustrative purposes and shall in no way limit the right of the SBC or City to reject any and all qualifications or proposals submitted, in whole or in part.

Attached Exhibits:

Exhibit A: Scope of Services

Exhibit B: Form of Contract

Exhibit C: Insurance Requirements

Exhibit D: Non-collusion Affidavit

Exhibit E: Fee Proposal Form

Exhibit F: New Ansonia Middle School Educational Specifications dated May 1, 2023 prepared for

Ansonia Public Schools by SLAM Collaborative

Exhibit G: Educational Specifications for Ansonia Public Schools Central Office, dated April 24, 2023, prepared for Ansonia Public Schools by SLAM Collaborative

Exhibit H: Preliminary Master Project Schedule dated as of September 30, 2026 and prepared by

Arcadis U.S., Inc. (for information and reference purposes only)

INSTRUCTIONS TO PROPOSERS

1. INTRODUCTION

The SBC and City are requesting sealed qualifications and sealed proposals from qualified professional firms to provide the commissioning Services for and in connection with the design, construction, occupancy, and closeout of the Project. This RFQ/RFP is both a request for qualifications and a request for proposals for commissioning Services necessary for the Project.

Proposers are required to respond to both the RFQ and RFP in accordance with the requirements set forth in these Instructions to Proposers. Please see Sections 5 through 8 of these Instructions to

Proposers for important details about the submission process and requirements.

This RFQ/RFP, including all exhibits that are a part of this RFQ/RFP, may be downloaded from the

State Portal at the following URL link: https://portal.ct.gov/das/ctsource/bidboard?language=en_US and from the SBC Website at the following URL link:

https://www.cityofansonia.com/content/8132/8208/8492/default.aspx and/or https://www.cityofansonia.com/news?Archives=1&ChanID=520 and may be examined at the office of Diana Branch, Ansonia Assistant Town & City Clerk, located at

253 Main Street, Ansonia, Connecticut 06401. This RFQ/RFP includes, among other exhibits, the

District’s Educational Specifications for the new Middle School dated May 1, 2023 and the District’s

Educational Specifications for the Administrative Offices dated April 24, 2023, furnished by the SLAM

Collaborative (the “Educational Specifications”) appended as Exhibit F and Exhibit G, and a

Preliminary Master Project Schedule prepared by Arcadis U.S., Inc., appended as Exhibit H for information and reference purposes only.

The SBC is the school building committee established by the City for the Project.

2. PROJECT BACKGROUND, SCHEDULE, AND BUDGET

As part of the District’s long-term facilities needs planning process, in 2018 the District conducted a long-range facilities study including evaluation of the presently 85-year-old middle school building. It was determined that the existing middle school building has significant physical deficiencies that negatively impact the sufficiency of facility conditions, site safety, and school operations efficiency, including but not limited to compliance issues, a lack of usable outdoor space, safety issues associated with bus and parent drop-off and pick-up layouts, improperly sized classrooms, and shared spaces for the delivery of educational programming. It was ultimately determined that the District needs a new middle school building, and that a larger site would allow the District to build a state-of-the-art new middle school building that meets present-day teaching and learning needs. The long-range facilities study included a study of feasible sites, test-fits, and development of an order of magnitude of costs for a new middle school. The long-range facilities study also determined that building the new middle school on a larger site would provide the necessary space for parking, bus and parent pick-up and drop-off, outdoor athletic facilities, and play areas. The District’s long-range facilities study also identified the need for a more appropriate District central administrative offices facility and determined that building the new middle school on a larger site would allow the District to construct a new central office space as part of the Project.

After a multi-year project planning process, the City and District are proceeding with this Project for the construction of a new Middle School building and grounds which will serve students in grades six through eight, and the new Administrative Office building for the District.

https://portal.ct.gov/das/ctsource/bidboard?language=en_US

The Project will include the new Middle School building that will host grades six through eight, and the new Administrative Offices. The Project will be constructed at 64 and 78 Pulaski Highway. The new

Middle School will serve an eight-year peak projected enrollment of 590 students, will have an estimated gross building square footage of 126,776 square feet, and will be designed such that the new building as-constructed is a new, modern, and educationally sound facility that supports collaborative and interactive learning.

The Administrative Offices portion of the Project will have an estimated gross square footage of 5,681 square feet. The total Project square footage, inclusive of the Middle School and Administrative Offices areas, is estimated to be 132,457 square feet. The building design for the Project will incorporate sustainable energy strategies that can be accommodated within the construction budget of $80 million.

Other key components of the Project are anticipated to include:

• Education design: Flexible and adaptable learning spaces for core classrooms organized by grade and team, including integrated technology, science labs, and special education resource rooms.

• Administrative facilities: Relocation and inclusion of the school district’s administrative offices within the new building.

• Site and infrastructure: 230 parking spaces, a 12-bus loop, and a designated student drop-off area.

• Athletic facilities: Three playing fields (including an all-purpose field with a baseball diamond, a separate softball field, and a practice field), with the potential addition of a regulation track.

• State funding: A school building project priority list grant through CTDAS with a reimbursement rate of 87% for both the Middle School and Administrative Offices portions of the Project, and a full space standards waiver.

The City’s, SBC and District’s key goals for the Project include:

• Incorporation of an innovative design that encourages creative thinking, provides access to new technologies and equipment to engage students and introduce new opportunities.

• Creation of inclusive, inviting and comfortable environments that foster a positive climate and flexible methods of teaching and learning for all.

• Creation of a welcoming neighborhood campus that accommodates a full range of indoor and outdoor extra-curricular and community use functions.

• “Zone” of the new facilities by function to provide clear building organization and safe wayfinding to delineate between academic and gathering/community-use spaces.

• Implementation of net-zero energy strategies to showcase Ansonia’s commitment to sustainability and reduce operational costs, including but not limited to features designed in accordance with the WELL Initiative to create environments that promote the health and wellbeing of the building occupants.

Additional information is provided in the District’s Educational Specifications for the Project.

The project delivery method for this Project will be a “construction manager at-risk” (“CMR”) pursuant to a construction management agreement with a guaranteed maximum price (“GMP”) between the City and the CMR. In addition to engaging the selected Proposer as the Commissioning Agent for the Project, and a construction management firm as the CMR, the City has engaged Tecton Architects, Inc., which, together with its subconsultants, will be the Project design team for the Project (the “Architect”) and will provide all architecture and design services (except those to be provided by other consultants directly engaged by the City and SBC), as well as other project and construction administration services.

The City and SBC have also engaged Arcadis U.S., Inc., as the Owner’s Project Manager and Owner’s

Representative for the Project (the “OPM”).

In addition to the CxA, the CMR, the OPM, and the Architect, the SBC and City intend to engage the following professionals and consultants for the Project: if required for the Project a third-party envelope consultant to review design documents and to perform building envelope inspections and testing; if required for the Project, a third-party independent code consultant; and if required for the Project, a third-party consultant to perform stormwater monitoring and related services. All design professional and consultant services required for the Project, other than services by the CxA, CMR, OPM, third-party envelope consultant, third-party code consultant, and third-party consultant for stormwater monitoring, are anticipated by the SBC and City to be provided by the Architect and its subconsultants, including without limitation, the following to the extent each is required for the Project: structural engineering;

mechanical engineering; electrical engineering; plumbing engineering; fire protection engineering; civil engineering; land survey; landscape design; geotechnical engineering, for services inclusive of inspections of footings, and as needed, for survey and borings consulting; materials testing laboratory and inspection services (during construction); cost estimating; furniture, fixtures and equipment

(“FF&E”) design; lighting design; kitchen food services design; security, technology, data and communications design; acoustical design; and sustainability consulting.

It is anticipated that the Project will be partially funded by a school building project priority list grant from the State of Connecticut through CTDAS, which grant will cover construction costs eligible for grant financial assistance for the construction of both the Middle School and Administrative Offices.

The total Project budget is approximately $100,000,000, and includes the approximate amount of

$80,000,000 for the cost of construction of the Middle School and Administrative Offices, inclusive of potential escalation costs. The portion of the total Project budget allocated to FF&E is approximately

$2,500,000, inclusive of costs for items including but not limited to furniture, fixtures, network equipment, servers, computers, printers, playground equipment and surface and other associated equipment as selected by the SBC and City.

3. SCOPE OF COMMISSIONING AGENT SERVICES

All the Services by the CxA must be provided with the highest level of professional skill, care, and judgment and in compliance with all federal, state, and local requirements. Because the Project will be partially funded by a State of Connecticut school building project grant administered by CTDAS and

OGA, the firm selected as CxA is required to satisfy any requirements and conditions imposed by the

State of Connecticut.

The scope of the Services to be performed and provided for the City, SBC, District and Project by the firm selected as the CxA are those described and required in this RFQ/RFP, including Exhibit A to this

RFQ/RFP and the form of Contract included as Exhibit B to this RFQ/RFP, and include all commissioning services that are usually and customarily performed and provided by a commissioning agent when furnished for the awarding authority and public school district in connection with a project for the construction of a new public school building having a similar or greater scope, magnitude, and complexity as the Project, that is partially funded by a priority list school building project grant administered by CTDAS and provided pursuant to Connecticut General Statutes Chapter 173 and applicable regulations of the State of Connecticut.

The firm selected as the CxA shall be required to work with the Architect, CMR and OPM in all aspects of the design and construction of the Project related to the commissioning of building systems as will be set forth in greater detail in the construction documents for the Project prepared by the Architect and design team. The building systems to be commissioned as part of and in connection with the Services shall include all Project building systems required by the Connecticut High Performance Building regulations, and all Project building systems otherwise specified in Exhibit A to this RFQ/RFP.

The commissioning Services to be provided by the CxA are required to, among other things, measure and verify the quality of the construction of the Project, so as to ensure that the Project building as-constructed meets the intent of the design for the Project. The firm selected as CxA may suggest for consideration by the SBC and OPM changes and improvements to the process(es) for the performance of the Services.

4. TIMING OF PROJECT

See the Preliminary Master Project Schedule appended as Exhibit H (for information and reference purposes only). The present anticipated overall Project schedule includes a standard design, bid, and construct process (with and through the CMR), such that the District can take occupancy of the Middle

School and Administrative Offices beginning in June 2029 prior to and for the beginning of the 2029-

2030 academic year. As of the issuance of this RFQ/RFP, the City and SBC anticipate that all construction documents for the Project building will be completed by the Architect and ready for bidding by the end of November 2027, including all prior estimating, review, approvals by governing authorities, pre-bid conformance review (“PCR”) by CTDAS OGA, and approval by OGA to proceed with bidding by the CMR, except those required for Project technology and FF&E design and procurement. Based on the presently anticipated Project schedule, bidding for the Project elements inclusive of building systems is estimated to begin in or about late November 2027, on-site construction is estimated to begin January 2028, and the Project is anticipated to achieve Substantial Completion by the end of June 2029, to allow for move-in before the beginning of the District’s 2029-2030 school year.

Punchlist and commissioning are anticipated to begin July 2029, with commissioning reaching completion by the end of November 2029. See Exhibit H.

5. IMPORTANT DATES

1. Issuance of RFQ/RFP: October 9, 2026

2. Submission of Questions/Requests for Information: By October 21, 2026 at 4:00 pm

3. Addendum/Responses Requests for Information: By October 27, 2026

4. Deadline for Submission of Responses to RFQ and RFP: November 2, 2026 at 12:00 pm

5. Anticipated Contract Award and commencement of services: Week of November 16, 2026

6. PROCESS

6.1 Responses to the RFQ and RFP

Proposers must respond to both the RFQ and the RFP separately. Sealed Submissions in response to this RFQ/RFP must be received by the SBC at the office of

Diana Branch, Ansonia Assistant Town & City Clerk, located in Ansonia City Hall, at 253 Main Street, Ansonia, Connecticut 06401, no later than November 2, 2026, at

12:00 pm.

Response Submissions to the RFQ and the RFP must be submitted in separate sealed envelopes, clearly marked with (1) the name of the Proposer, and (2) the words, as applicable:

“Response to Request for Qualifications for Commissioning Agent Services for Ansonia

Middle School & Central Administrative Offices” or

“Response to Request for Proposals for Commissioning Agent Services for Ansonia Middle

School & Central Administrative Offices”

No fee or hourly rate information or information pertaining to the Proposer’s fees or costs for the Services for the Project shall be included with any qualifications submission in response to the RFQ, and may only be included in the Proposer’s sealed envelope containing their proposal in response to the Request for Proposals. Responses that are not submitted in this manner will be rejected.

Each sealed envelope must include the original and three (3) paper copies, and a digital copy

(thumb drive is acceptable), of either the Proposer’s qualifications submission or the Proposer’s fee proposal in response to the RFP, as applicable. A digital/electronic format copy of the

Proposer’s response to the RFQ and a separate digital/electronic copy of the Proposer’s response to the RFP, must also be emailed to SBC Chairperson Beverly Tidmarsh at

SchoolBuildingCommission@ansonia.org, cc’d to Robert Evans, SBC member and

Director of Facilities for Ansonia Public Schools at BEvans@ansonia.org. Submissions must be delivered by U.S. mail or hand delivered, with additional copy submitted via e-mail.

Facsimile (FAX) or e-mail only Submissions will not be accepted by the SBC under any circumstances.

Opening of Submissions (excluding the sealed envelopes containing Fee Proposals) shall take place at the office of Diana Branch, Ansonia Assistant Town & City Clerk located in Ansonia

City Hall, at 253 Main Street, Ansonia, Connecticut 06401, 12:00 pm on November 2, 2026.

After Submissions have been opened on behalf of the SBC, no Submission may be modified or withdrawn for ninety (90) days after the date such Submissions were opened.

No Proposer shall have any contact or communication with any member of the SBC or any City, District, or Ansonia Board of Education officer, representative, employee, or member of any board, commission or committee, regarding this RFQ/RFP during the pendency of this procurement, except as expressly provided and permitted in this RFQ/RFP and the Instructions to

Proposers. All communications between any Proposer and the SBC, City, or District regarding this RFQ/RFP, including inquiries, questions and/or requests for information by a Proposer, must be in writing by email ONLY, and all inquiries by Proposers may be submitted by email up to

4:00 pm., on October 21, 2026, after which time no additional inquiries, questions, or requests for information will be accepted. Inquiries, questions, and requests for information regarding this

RFQ/RFP shall be directed to Beverly Tidmarsh, Chairperson of the Ansonia School Building

Commission, at SchoolBuildingCommission@ansonia.org, cc’d to Robert Evans at

BEvans@ansonia.org and Jack Butkus, Senior Program Manager for Arcadis U.S., Inc., at john.butkus@arcadis.com. Any addendums to this RFQ/RFP, including answers to questions and requests for information by prospective Proposers will be posted on the State Portal at the following URL link: https://portal.ct.gov/das/ctsource/bidboard?language=en_US and on the

SBC Website at the following URL link:

https://www.cityofansonia.com/content/8132/8208/8492/default.aspx and/or on or before October 27, 2026.

6.2 Selection Process

Evaluation of Submissions in response to this RFQ/RFP will be the responsibility of the SBC.

The selection of a Proposer as the CxA for the Project will be the responsibility of the SBC, subject to the approval of the City’s Board of Aldermen. The SBC and/or City may reject any or all proposals for any reason as the SBC and/or City deem appropriate.

The evaluation and selection process will take place in two stages.

First, the SBC will review all Submissions in response to the RFQ and, based on those

Submissions and the Qualification Criteria described below, the SBC will identify all proposers which they determine to be responsible qualified proposers (the “Qualified Proposers”).

Second, the SBC will open and review the Submissions by the Qualified Proposers in response to the RFP. Submissions in response to the RFP from Proposers who are not identified as a

Qualified Proposer, will be returned unopened to the Proposers. The SBC will evaluate the

Submissions in response to the RFP submitted by the Qualified Proposers, and will determine “at least three of the most responsible qualified proposers” (“Most Qualified Proposers”) using the

Qualification Criteria and the Proposal Criteria set forth below in Sections 7 and 8, respectively, giving due consideration of each Qualified Proposer’s pricing for the Services for the Project, as well as Qualified Proposer’s (i) experience with services of similar size and scope as the Services required for the Project, (ii) organizational and team structure for the Services for the Project,

(iii) past performance data, including, but not limited to, adherence to project schedules and project budgets and the number of change orders for projects, (iv) the approach to the Services required for the Project, and (v) documented contract oversight capabilities. Proposers are encouraged to include in their Submission in response to the RFQ, documentation that provides examples of their work on prior projects having a similar character and image as that desired for this Project by the SBC, City and District.

In its review of Submissions in response to this RFQ/RFP and selection of the firm to be awarded a contract for the Services as the CxA for the Project, the SBC will be guided by the selection of the Most Qualified Proposer that would best serve the interests of the City and

District, and deemed best to provide the Services desired, taking into account cost and the requirements, terms and conditions contained in this RFQ/RFP.

If determined to be warranted by the SBC, the SBC may conduct interviews of the Proposers determined by the SBC to be among the Most Qualified Proposers to assist the SBC in the selection process. If such interviews are to be conducted, the SBC, through the OPM, will include in the interview requests to the Most Qualified Proposers, the name(s) of the member(s) of the SBC who will conduct the interview, and the date by which the Most Qualified Proposer must submit an affidavit disclosing its relationship(s) with the interviewer(s), or, confirming that it has no relationship(s) with the interviewer(s). The names of interviewers will be released solely to enable the Most Qualified Proposer to prepare the affidavit, and neither the Most https://portal.ct.gov/das/ctsource/bidboard?language=en_US

Qualified Proposer nor its representatives shall directly or indirectly contact the interviewer(s) prior to or following the interview process. Key members of each Most Qualified Proposer’s proposed Project team for the Services must participate in the interview and Submission discussion with the SBC, including their proposed Project team members who would likely be interfacing with the SBC, OPM, and District representatives throughout the duration of the remainder of the RFQ and RFP process, and those who would be involved in the performance of the CxA obligations under the Contract.

Final selection by the SBC shall be the Most Qualified Proposer determined to be the most qualified responsible proposer for the Services after consideration of price and all factors necessary for faithful performance of the Services based on the criteria and scope of Services included in this RFQ/RFP.

The SBC reserves the right to negotiate with the most qualified responsible proposer and to accept modifications to the scope of the Services and/or fees proposed if such action would be in the best interests of the City and District.

Any Submission in response to this RFQ/RFP shall constitute a declaration by the submitting

Proposer that no person or persons other than members of Proposer’s own organization are interested in the Project or in the contract proposed to be awarded through this RFQ/RFP procurement process; that the Submission is made without any connection with any other person or persons making a proposal for the same Services and is in all respects fair and without collusion or fraud; that no persons acting for or employed by the SBC, City, District, or Ansonia

Board of Education are directly or indirectly interested therein, or in the supplies or works to which it relates or will receive any part of the profit or any commission therefrom in any manner which is unethical or contrary to the best interests of the City and District.

6.3 Form of Contract

The SBC and City intend to use, and the firm selected as the CxA for the Project will be expected to execute, a contract substantially similar to the form of contract that is included as

Exhibit B to this RFQ/RFP (the “Contract”). If a Proposer has objections or takes exception to any of the terms and conditions of the Contract, the Proposer shall include such objections or exceptions, together with proposed revisions, in the sealed envelope containing the Proposer’s response to the RFP, provided that any such objections or exceptions and proposed revisions shall be stated on a separate document from the Fee Proposal form. The SBC will not consider any objections, exceptions or proposed revisions to the terms and conditions of the Contract not stated by a Proposer and submitted as required by this RFQ/RFP.

6.4 SBC’S and City’s Right to Withdraw/Reject

The SBC and City reserve the right to amend or terminate this RFQ/RFP, accept all or any part of a Submission, reject all Submissions and not award the Contract, waive any informalities or non-material deficiencies in a Submission, and award the Contract to the Proposer that, in the judgment of the SBC and City, will be in the best interests of the District and City.

7. REQUEST FOR QUALIFICATIONS

7.1 Qualification Criteria

The SBC will identify those proposers that the SBC deems to be Qualified Proposers based on the criteria below (the “Qualification Criteria”):

7.1.1 The Proposer is a legal entity properly licensed or registered under the laws of the State of

Connecticut to perform the services that are the subject of this solicitation and is otherwise authorized to do business in the State of Connecticut.

7.1.2 The Proposer has adequate professional expertise and experience in providing building system commissioning services as the commissioning agent for Connecticut public school building projects during the past five (5) years, in particular, projects eligible for

State of Connecticut school building project grants from the State, CTDAS, OGA, including projects of a similar scope, magnitude, and complexity as the Project which are subject to the Connecticut High Performance Building Standards for State Agency and

School Buildings and compliance with Connecticut General Statutes Section 16a-38k and related regulations.

7.1.3 The Proposer is able to demonstrate an adequate level of performance in providing services similar to the Services on at least three (3) prior school building projects in the

State of Connecticut that the Proposer completed within the past ten (10) years, which were similar in scope, magnitude, and complexity as the Project, including, without limitation, adherence to project schedules and project budgets to the satisfaction of past owners with such performance.

7.1.4 The Proposer is able to demonstrate that its staff proposed to be assigned to the Project and who will perform the Services (“Project Team”) has satisfactory qualifications and experience providing commissioning services substantially similar in nature to the

Services on past projects of similar size, scope, and complexity as the Project, including that Project Team members have performed satisfactorily with respect to schedule, cost control, work quality and cooperation with the project owner on past projects to the satisfaction of the owners of such projects.

7.1.5 The Proposer has an adequate degree of technical expertise in building system commissioning, and the organizational, team, and management structure proposed for the

Project is satisfactory.

7.1.6 The Proposer is able to demonstrate its ability to meet the requirements, terms and conditions set forth in this RFQ/RFP.

7.1.7 The Proposer is able to demonstrate its ability to support the City’s and District’s completion of the Project within the anticipated timeline, and to commit staff in a timely way as-required to do so.

7.1.8 The Proposer’s approach to the Project and degree of the Proposer’s demonstrated ability to develop and control project costs, quality, and schedule as well as the Proposer’s methods for doing so, is satisfactory.

7.1.9 The number, context, and, where applicable, outcomes, of claims, disputes, arbitration, and litigation proceedings involving the Proposer are acceptable.

7.2 Content of Response to RFQ

Each Proposer will be evaluated using the above Qualification Criteria. Submissions in response to the RFQ shall provide concise description of the Proposer’s ability to meet the requirements of this RFQ/RFP, emphasizing the quality, completeness, clarity of information provided, responsiveness to the requirements, and an understanding of the Project. To assist and expedite this evaluation, each Proposer’s Submission in response to the RFQ must provide the following information, organized as set forth below:

7.2.1 A Letter of Transmittal and Interest addressed to the Chairperson of the SBC, signed by a principal of the Proposer, not to exceed three (3) pages, describing in narrative form the

Proposer and Proposer’s qualifications and why such Proposer is the best firm for the

Project and the Services.

7.2.2 Proposer Information and Overview. Please provide the following:

7.2.2.1 The name and location of the Proposer, including the address of the principal office and the office which will serve the City and SBC.

7.2.2.2 Any prior name(s) by which the Proposer was known and the years during which such name(s) was used

7.2.2.3 A brief general description of Proposer’s business and its primary line of business of Proposer.

7.2.2.4 The number of years the Proposer has been in business.

7.2.2.5 Is the Proposer an entity that is a subsidiary of another entity? If so, what is the name of the parent entity?

7.2.2.6 Name(s) of any subsidiary or other company owned or controlled by the

Proposer;

7.2.2.7 The number of personnel employed by the Proposer (please include the number of staff dedicated to provide the requested Services).

7.2.2.8 Name, address, telephone number and email address of the principal contact person to receive notifications and to reply to inquiries from the City, the SBC, or the City’s OPM in connection with this RFQ/RFP.

7.2.2.9 Names, titles, reporting relationships, and background and experience of the principal members of the Proposer’s company, including officers. Indicate which individuals are authorized to bind the Proposer during contract negotiations, if any, with the City.

7.2.3 Statement of Qualifications to include, but not necessarily limited to, the following:

7.2.3.1 Background statement on the firm, principals, staff availability, location, and financial stability, and a brief summary statement as to why the Proposer believes it is the best qualified to meet the needs of City, District, SBC and

Ansonia Board of Education for the Services.

7.2.3.2 Project Team, Organization, and Experience of Key Personnel:

• Provide an explanation of the Proposer’s staffing approach for the Project.

• Provide a list of Proposer’s Project Team Members, and key personnel

(including any consultants) who will be assigned to the Project, together with each person’s qualifications and position with the Proposer or consultant firm, and a brief description of the roles and responsibilities each will have with respect to the Project and the Services, so as to demonstrate each Team Member’s ability and experience in providing commissioning services for public school construction projects in Connecticut.

• Include a complete resume for each Team Member, including current title/position, responsibilities, and type of services performed, and time with the Proposer (or consultant firm); educational background, academic degrees, professional associations; a brief description of relevant experience on projects similar to this Project, and their specific role, including specific information regarding their experience in particular commissioning tasks

(e.g., design reviews, specification writing, commissioning management, troubleshooting, test writing, test execution, energy management, sustainable design, project phasing, testing, adjusting and balancing, building simulation, indoor air quality, O&M experience, energy-efficient equipment design and control strategy optimization, project and construction management system design (specify), and troubleshooting.

• Indicate whether the Proposer’s proposed commissioning lead and other

Project Team members are certified as a Certified Commissioning

Professional (CCP) by the Building Commissioning Association or hold an equivalent commissioning certification from the Association of Energy

Engineers. The CxA will be required to maintain such certification during the entire term of the Contract, as provided in Section 2 of the form of

Contract.

7.2.3.3 Relevant Prior Experience and References:

• List and describe three (3) prior public school construction projects or projects funded by State grants or other State financial assistance that the

Proposer has completed as the project commissioning agent, and which demonstrate the Proposer’s Team Members’ ability to support those project owners’ maintenance of and control over project costs and budgets, quality, and project schedules. Include in the description of each relevant project:

relevant project data, such as the project type, location, size (square feet), and scope of construction work and any features pertinent to the Services for this Project; Project Team Members involved and their responsibility for or participation in commissioning services for particular project building systems; and challenges presented by the project which are similar to anticipated challenges for this Project.

• Provide reference information for five (5) clients or owners whom the

Proposer has served in connection with similar projects, for services relevant to the Services requested, as well as the contact information for the architect or engineer(s) for each project. Include for each: client/owner and architect or engineer, their name and location; contact person and title (specific individuals); and telephone number and email address.

7.2.4 Project Approach and Methodology: Provide a description of the Proposer’s approach for the Services to be provided by the Proposer if selected as CxA for the Project, including the proposed technical approach to the Project, and the identification of any unusual circumstances or anticipated problems together with suggested potential solutions. The information will be used by the SBC to assess each Proposer’s understanding of the

Project and the Proposer’s proposed methodology for the Services.

7.2.5 Workload Statement. Provide details on the Proposer’s current and future workload and ability to support the District’s and City’s completion of the Project within the time schedules outlined in the RFQ/RFP. Identify projects for which the Proposer is currently under contract, the percentage of completion and the expected completion date.

7.2.6 Additional information, not included above, that the Proposer believes may be useful and applicable to this Project and helpful to the SBC’s evaluation of Submissions. Please limit response to two (2) pages.

7.2.7 Default and Litigation: (a) State whether the Proposer has ever failed to complete any project or portion of a project awarded to it. (b) State whether the Proposer has ever been declared to be in default on a contract, and if so, when, by whom, where and reason. (c)

Describe any claims, disputes, arbitration or litigation proceedings that have occurred in relation to any projects performed by the Proposer in the past five (5) years and in which the Proposer may be involved, including the nature and amount of any claims against the

Proposer, the status of the proceeding, and, if concluded, the outcome.

7.2.8 A fee schedule for the Services should not be included in the RFQ response.

8. REQUEST FOR PROPOSALS

8.1 Proposal Criteria

The Proposal Criteria includes the following:

8.1.1 The Proposer’s fee proposal using the form included in the RFQ/RFP as EXHIBIT E.

8.1.2 The Proposer’s proposed schedule for the Services.

8.1.3 The level of financial stability of the Proposer.

8.1.4 The level of the Proposer’s insurance coverage.

8.1.5 The degree of resources that the Proposer will devote to facilitate the Project and performance of the Services.

8.1.6 The Proposer’s objections, exceptions, and/or proposed revisions to the terms and conditions of the form of Contract submitted by the Proposer, if any.

8.2 Content of Response to RFP

Please provide the following information in the order listed below:

8.2.1 One lump sum proposed fee for all the Services during all phases of the Project (the

“Base Services”) and an amount of the lump sum proposed fee for the Base Services that is allocated to the Project’s respective phases for design and pre-construction, procurement and construction, pre-occupancy, occupancy/post-occupancy and operations, as well as the amount allocated to any Services specifically anticipated to be provided by the CxA through subconsultants, all as set forth on the fee proposal form included as EXHIBIT E in this RFQ/RFP. The lump sum fee amount and allocated portions thereof stated on each Proposer’s Fee Proposal Form must be inclusive of all costs the Proposer will incur in providing the Base Services and fees proposed by the

Proposer for the Base Services, excepting only reimbursable expenses that the City and

SBC expressly agree in the written agreement between City and SBC (as Owner) with the

CxA will be reimbursed to the CxA in addition to payment of the CxA’s fee for the Base

Services.

8.2.2 Hourly rates for each position or classification of the Proposer’s employees who will perform any of the Services for which the Proposer will be compensated on an hourly-fee basis pursuant to the Contract, or any Additional Services which are not within the scope of the Base Services.

8.2.3 Bank references and/or financial statements reflecting financial stability.

8.2.4 Evidence of ability to satisfy insurance coverage requirements set forth in Exhibits B and

C to this RFQ/RFP.

8.2.5 Descriptions of other resources of the Proposer that will help facilitate the performance and completion of the Services and the Project (submitted separately from the Proposer’s fee proposal form).

8.2.6 The Proposer’s objections, exceptions, and/or proposed revisions to the terms and conditions of the form of Contract, if any (submitted on a separate page from the other documents included as part of the Proposer’s Fee proposal submission).

8.2.7 A completed and notarized Non-Collusion Affidavit in the form included as Exhibit D to this RFQ/RFP.

9. INSURANCE REQUIREMENTS

Prior to the execution of the Contract for the Services for the Project, the SBC and City will require the firm selected as the CxA to provide to the SBC and City certificates of insurance (ACORD or other approved format), and if specifically requested, policy declaration pages and policy endorsements, evidencing the insurance coverage which satisfies the requirements set forth in Section 13 of the form of

Contract included as Exhibit B to this RFQ/RFP, and the requirements set forth in Exhibit C to this

RFQ/RFP.

10. PROJECT FUNDING

The obligations of the City and SBC under any contract executed by the City and SBC in connection with this Project are conditioned upon and subject to the appropriation of funds for the Project.

11. ADDITIONAL INFORMATION

11.1 The SBC, City, District, and Ansonia Board of Education prohibit harassment and discrimination on the basis of race, color, religious creed, age, marital status, military or veteran status, national origin, sex, ancestry, sexual orientation, or past or present physical or mental disability in accordance with Title VI and Title VII of the Civil Rights Act of 1964, Section 504 of the

Rehabilitation Act of 1973, the Americans with Disabilities Act of 1990 and applicable state laws.

11.2 The SBC, City, the firm selected as CxA, and the Services, will be governed by the applicable

Connecticut General Statutes, Connecticut regulations, and the CTDAS rules, requirements, and policies which govern school building projects receiving State assistance and in particular, school building project grants through CTDAS.

11.3 The SBC and City reserve the absolute right to reject the Submissions of any Proposer offering services which, in the opinion of either the SBC or City, do not meet the standard or quality established and required by this RFQ/RFP.

11.4 Any Submission that is conditional shall be rejected.

11.5 The SBC and City are exempt from the payment of federal excise taxes and Connecticut sales and use taxes.

11.6 If it becomes necessary for SBC to revise any part of this RFQ/RFP or if additional data is necessary to enable interpretation by Proposers of provisions of this RFQ/RFP, revisions or addenda will be posted on the State Portal and the SBC Website. The SBC may at any time before the opening of Submissions in response to this RFQ/RFP, in its sole discretion, clarify, modify, amend or terminate this RFQ/RFP if the SBC determines it is in the City’s and District’s best interests.

11.7 Questions regarding this RFQ/RFP must be referred by email to Beverly…