15-Procurement Contracting Requirements - CSP 4063.pdf

DIVISION 0 – PROCUREMENT AND CONTRACTING REQUIREMENTS

00 10 00 – Notice of Request for Competitive Sealed Proposals

00 20 00 – Instructions for Procurement

00 30 00 – Available Information

00 40 00 – Procurement Forms and Supplements (forms to be filled out and submitted with proposal response)

00 50 00 – Contracting Forms and Supplements (sample contract forms)

00 60 00 – Project Forms (to be used during performance of project)

00 70 00 – Conditions of the Contract

00 90 00 – Revisions, Clarifications, and Modifications

SECTION 00 10 00 NOTICE OF REQUEST FOR CSPs

AMARILLO ISD – CSP 4063

Roofing & HVAC Replacement – De Zavala, Mesa Verde, & Humphrey’s Highland

NOTICE OF REQUEST FOR CSPs 001000 - 1

NOTICE OF REQUEST FOR COMPETITIVE SEALED PROPOSALS

The Board of Trustees of the Amarillo Independent School District (the “District,” “Owner” or “AISD”) is requesting Competitive Sealed Proposals (CSP)s for CONSTRUCTION SERVICES, pursuant to Texas Government Code, Chapter 2269, Subchapter D, for the Roofing & HVAC Replacement – De Zavala, Mesa Verde & Humphrey’s Highland (“CSP 4063”).

Competitive Sealed Proposals for the Roofing & HVAC Replacement – De Zavala, Mesa Verde & Humphrey’s Highland (“CSP 4063”) will be received until the Deadline of 1:30 P.M., Local Time, February 20, 2026. Proposals may be submitted electronically online to https://amaisd.bonfirehub.com/portal or three (3) hard copies of the Proposal may be mailed or hand delivered in an opaque envelope to the Amarillo ISD Education & Support Center, Purchasing Department, 2nd floor, 7200 I-40 Frontage Road, Amarillo, Texas 79106. All proposals must be identified as follows: “Roofing & HVAC Replacement – De Zavala, Mesa Verde & Humphrey’s Highland (“CSP 4063”)”

Failure to have a Proposal submitted by the above Deadline shall result in the proposal NOT being considered; fax or email submissions shall NOT be considered. Proposals shall be opened and read aloud upon the Deadline at the Amarillo ISD Education & Support Center, 7200 I-40 Frontage Road, Amarillo, Texas 79106.

A pre-proposal conference/walk-through will be held at 10:00 AP.M. on February 4, 2026 at 905 East St., Amarillo, TX 79107. Should the pre-proposal conference be held at a campus, all contractors shall check in at the school office prior to the pre-proposal meeting. Any questions asked during the pre-proposal conference or site visit will not be official until submitted through https://amaisd.bonfirehub.com/portal and answered in writing by AISD.

A Proposal guarantee in the form of a cashier’s check, certified check or bid bond, payable to Amarillo ISD, in the amount of 5% of the largest possible total for the Proposal amount submitted, must accompany each Proposal. For Proposals submitted electronically, the original Proposal guarantee may be scanned and submitted with the proposal, and should be kept by the contractor. A hard copy may be requested by AISD.

Interested contractors1 may obtain a copy of the CSP from the Bonfire website at https://amaisd.bonfirehub.com/portal. The Project Manual, Plans and Specifications may be examined at the following locations:

AGC (Associated General Contractors) Plan Room, P.O. Box 2563, 1707 SW. 8th Avenue, Amarillo, Texas; or, Chris Carter, ESA Energy Systems Associates, Inc., 806 W. Main, Box 39, Atlanta, Texas 75551; or, Bonfire, https://amaisd.bonfirehub.com/portal.

Scope of work and Estimated Budget: Furnishing of all coordination, labor, superintendence, materials, tools, cranes, equipment and sources necessary for the complete installation or modification of the Following: Re-roof three schools which includes tear off, upgrades to insulation, and new roof coating;

and replace various HVAC on three schools which includes upgrades to plumbing, electrical, control

1 The terms “Contractor” refers to all persons or entities submitting a Proposal in response to the District’s CSP and this term is used interchangeably with the terms “Proposer,” “Vendor” and “Offeror” throughout CSP, depending on the context.

SECTION 00 10 00 NOTICE OF REQUEST FOR CSPs

Roofing & HVAC Replacement – De Zavala, Mesa Verde, & Humphrey’s Highland

NOTICE OF REQUEST FOR CSPs 001000 - 2 systems and Test & Balancing. Complete scope is shown on the attached drawings. The estimated budget for all work is $8.6 million dollars ($8,553,244.00) including contingency. The estimated project final completion date for all work is August 15, 2026

SECTION 00 20 00 INSTRUCTIONS FOR PROCUREMENT

Roofing & HVAC Replacement – De Zavala, Mesa Verde, & Humphrey’s Highland

INSTRUCTIONS FOR PROCUREMENT

002000 - 1

1. PROPOSER’S REPRESENTATIONS

A. The Proposer by submitting a Proposal represents that:

(1) Proposer has read and understands the Contract Documents and the Proposal is made in accordance therewith. YOU ARE ADVISED TO READ THE CONTRACT DOCUMENTS, INCLUDING ALL GENERAL CONDITIONS AND SPECIAL CONDITIONS AND AMENDMENTS

THERETO (collectively the “Contract Documents”).

(2) The Proposer has considered this project in relation to other work that has been bid or that may currently be under construction at the same site.

(3) The Proposer has visited the site, become familiar with local conditions under which the work is to be performed, and has correlated the Proposer’s personal observations with the requirements of the CSP and the Contract Documents.

(4) The Proposal is based on the materials, equipment and systems required by the Contract Documents without exception.

(5) Submission of a Proposal indicates Proposer’s acceptance of the evaluation technique and Proposer’s recognition that some subjective judgments must be made by AISD during the assigning of points.

(6) The AISD Procurement Representative shall be the single point of contact for Proposers with the District. Proposers and/or their agents shall undertake no activity, action, or contact to promote or advertise their responses to the AISD Board of Trustees or any other AISD employee. Violation of this provision will be grounds for disqualification of the Proposer.

2. EXAMINATION OF SITE

A. Proposers shall carefully examine the documents, including addenda and amendments, and the construction site to obtain firsthand knowledge of the existing conditions. Contractors will not be given extra payment for conditions that can be determined by examining the site and documents.

B. PRE-PROPOSAL CONFERENCE AND TOURS OF EXISTING BUILDING

See Notice of Request for Competitive Sealed Proposals for the pre-proposal meeting time and date. All sites may be inspected at the conclusion of pre-proposal meeting. Contractors will check in at the Principal’s main office when visiting the campuses.

Additional site visits can be accommodated if contractor schedules at least 24 hours in advance by contacting either Steve Scott at 806-326-1520 or email to steven.scott@amaisd.org or Justin Donnell at 806-326-1523 or email to justin.donnell@amaisd.org or Brandon Brown at 806-326-1534 or email to brandon.brown@amaisd.org. Do not rely on email only for appointment. Please be diligent in establishing a meeting time. It is the Proposer’s responsibility. Any questions

Verde, & Humphrey’s Highland

002000 - 2 asked and answered on these site meetings will not be official answers until asked in writing and answered in writing by AISD on the Bonfire portal.

3. PROPOSAL PROCEDURE TO BE CONSIDERED, PROPOSALS MUST COMPLY WITH THESE

INSTRUCTIONS TO PROPOSERS.

A. Proposals must be submitted on a form identical to that furnished in the Proposal Forms.

Proposals may be submitted electronically online to https://amaisd.bonfirehub.com/portal or three (3) hard copies of Proposal documents must be received by the District at the address noted in the Notice of Request for Competitive Sealed Proposals. Proposal are due by the date and time indicated in the Notice of Request for Competitive Sealed Proposals, regardless of submitted electronically or hardcopy. Proposals not submitted on or before the Deadline will be returned unopened. Failure to upload the Proposal or ensure the District’s physical receipt by the Deadline shall result in the Proposal NOT being considered.

FAXED OR E-MAILED PROPOSALS SHALL NOT BE CONSIDERED.

B. All blanks on the Proposal form shall be filled in by typewriter or manually in ink. Any interlineation, alteration or erasure must be initialed by the signer of the Proposal.

C. Where sums are expressed in both words and figures, the amount written in words shall govern if any discrepancy exists between the two.

D. All requested alternates shall be bid.

E. Each copy of the Proposal shall bear the legal name of the Proposer and be signed by a person legally authorized to bind the Proposer to contract.

F. All Proposals must include the documents listed in the Project Forms section. Completed Questionnaires and accompanying information must be typed or copied on letter-size (8- 1/2” x 11”) paper. To facilitate review by AISD, responses and accompanying information should be divided by tabs.

G. A Proposal guarantee in the form of a cashier’s check, certified check or bid bond, payable to Amarillo ISD, in the amount of 5% of the largest possible total for the Proposal amount submitted, must accompany each Proposal. For Proposals submitted electronically, the original Proposal guarantee must be kept by the contractor, and made available upon request by AISD. A scanned copy of the proposal guarantee must be submitted with contractor’s electronic proposal.

The Attorney-in-Fact who executes the Proposal guarantee (bid bond) on behalf of the surety shall affix to the bond a certified and current copy of his Power-of-Attorney.

H. Proposals may be modified prior to the designated Deadline for receipt of the Proposal.

Modifications must be delivered to required proposal delivery address as outlined in the Notice of Request for Competitive Sealed Proposals or submitted online to www.publicpurchase.com prior to the Deadline for receipt of Proposals.

Verde, & Humphrey’s Highland

002000 - 3

I. Each Proposer agrees in submitting his Proposal that no modifications, withdrawals or cancellations may be made by the Proposer during the one-hundred and twenty (120) days following the time and date designated for receipt and opening of Proposals.

J. Proposals shall be opened at the Deadline stated above. Any Proposals received after that time shall not be considered and will be returned unopened. Proposals will be read aloud publicly to identify the names of the Offeror, and the Proposal amount. Other contents of the Proposals will be afforded security sufficient to preclude disclosure of the contents of the Proposal prior to award. Within 15 days after the date of opening the Proposals, AISD will evaluate and rank each Proposal with respect to the selection criteria and weights contained in this CSP. After opening and ranking, an award may be made on the basis of the Proposals initially submitted, without discussion, clarification or modification, or, AISD may discuss with the selected Offeror scope, cost reduction and other elements of the Proposal.

If AISD determines that it is unable to reach a contract satisfactory to AISD with the selected Offeror, then AISD will terminate discussions with the selected Offeror and proceed to the next Offeror in order of selection ranking until a contract is reached or AISD has rejected all Proposals. AISD may not disclose any information derived from the Proposals submitted from competing offers in conducting such discussions. AISD reserves the right to award a Contract for all or any portion of the requirements proposed by reason of this request, award multiple Contracts, or to reject any and all Proposals if deemed to be in the best interests of AISD and to re-solicit Proposals, or to reject any and all Proposals and to temporarily or permanently abandon the procurement. If AISD awards a contract, it will award the contract to the Offeror or Offerors whose Proposal(s) is the most advantageous to AISD and offers the best value, considering price and the evaluation factors set forth in this CSP, in accordance with Texas Government Code Chapter 2269, Subchapter D.

K. WAIVER OF CLAIMS: BY TENDERING A PROPOSAL IN RESPONSE TO THE DISTRICT’S CSP,

THE CONTRACTOR ACKNOWLEDGES THAT IT HAS READ AND FULLY UNDERSTANDS THE

REQUIREMENTS FOR SUBMITTING A PROPOSAL, AND THE PROCESS USED BY THE DISTRICT

FOR SELECTING A CONTRACTOR. BY SUBMITTING A PROPOSAL, THE CONTRACTOR FULLY,

VOLUNTARILY AND UNDERSTANDINGLY WAIVES AND RELEASES ANY AND ALL CLAIMS

AGAINST DISTRICT AND ITS TRUSTEES, OFFICERS, AGENTS AND/OR EMPLOYEES THAT

COULD ARISE OUT OF THE ADMINISTRATION, EVALUATION, OR RECOMMENDATION OF

ANY PROPOSAL SUBMITTED IN RESPONSE TO THE DISTRICT’S CSP. THE DISTRICT

4. EVALUATION/SELECTION OF PROPOSALS

A. Pursuant to Texas Government Code §2269.053, the Amarillo ISD Board of Trustees has delegated to the District’s construction & maintenance evaluation committee (the “Committee”) the authority to evaluate all Proposals, based on criteria and weights established by the Board and set forth in this CSP, recommend to the Board the contractor it believes provides the best value to the District, and negotiate the terms of an agreement with the recommended contractor. The Board may accept such Committee’s recommendation or may rank contractors as it deems fit. It is further reserved for the Board to approve the Agreement with the selected contractor.

B. Per Section 44.043 of the Education Code, (b) notwithstanding any other provision of this chapter, a school district:

Verde, & Humphrey’s Highland

002000 - 4

1) May not consider whether a vendor is a member of or has another relationship with any organizations; and

2) Shall ensure that its Proposal specifications do not deny or diminish the right of a person to work because of the person’s membership or other relationship status with respect to any organization.

C. The District intends to base the selection on the Proposals submitted but reserves the right to request additional information and/or conduct Board interviews. Interviews, if conducted, will be at a Board of Trustees meeting. It is anticipated any interview will be 15 minutes, with 10 minutes for each contractor’s presentation and remaining time for questions and discussion.

D. The following criteria and weights will be considered when evaluating the award of a contract:

Criteria

Weights

(Maximum Score)

Price 50

Past Relationships (with the District or, in the absence of a past relationship with the District, validated references or confirmed experiences with prior clients) 15

Offeror's experience on commercial and/or public entity projects of similar size, type, and complexity 8

Offeror's proposed personnel (onsite management designee) 10

Offeror's safety record 5

Ethical and professional behavior during CSP process 2

Customer Satisfaction Score 10

Total Points 100

SECTION 00 40 00 PROCUREMENT FORMS AND SUPPLEMENTS

Verde, & Humphrey’s Highland

PROCUREMENT FORMS AND SUPPLEMENTS

004000 - 0

AVAILABLE INFORMATION

1. SUMMARY OF WORK

A. Project name is: “Roofing & HVAC Replacement – De Zavala, Mesa Verde & Humphrey’s

Highland”

B. Description of Work:

Re-roof three schools which includes tear off, upgrades to insulation, and new roof coating;

and replace various HVAC on three schools which includes upgrades to plumbing, electrical, control systems and Test & Balancing. Complete scope is shown on the attached drawings.

The estimated budget for all work is $8.6 million dollars ($8,553,244.00) including contingency. The estimated project final completion date for all work is August 15, 2026

2. ALTERNATES

There are no alternates.

SECTION 00 40 00 PROCUREMENT FORMS AND SUPPLEMENTS

Verde, & Humphrey’s Highland

004000 - 0

The following is a list of forms required to be submitted with your proposal response. Please submit your proposal response in the order listed herein:

1. Competitive Sealed Proposal Form (attached)

2. Proposal Bid Guarantee (no form in this section, submit as outlined in the Instructions for

Procurement.

3. AISD Construction Proposal Questionnaire (attached)

4. Provide NCCI Workers Compensation form with EMR Rate at time of the response to this solicitation. (No form included herein, use form provided by insurance company.)

5. Non-Collusive Bidding Certification (attached)

6. AISDP 0007 – Felony Conviction Form (attached)

7. AISDP 0008 – Background Check Certification (attached)

8. AISDP 0009 – Required Contractor Certifications (attached)

9. AISDP 0010 – Resident Bidder Form (attached)

10. Conflict of Interest Questionnaire (attached)

SECTION 00 50 00 CONTRACTING FORMS AND SUPPLEMENTS

Verde, & Humphrey’s Highland

CONTRACTING FORMS AND SUPPLEMENTS

005000 - 1

CONTRACTING FORMS AND SUPPLEMENTS

The agreement for the work will be written on the AIA Document A101, Standard Form of Agreement Between Owner and Contractor, where the basis of payment is a stipulated sum, 2017 Edition, as amended by AISD, and the AIA A201, General Conditions of the Contract for Construction, 2017 Edition, as amended by AISD. Proposers are encouraged to review these Documents as the District expects the selected contractor to execute such Contract Documents with no changes or additions. Payment and Performance Bonds and Insurance Certificate, as described in the Contract Documents, will be required before notice to proceed being issued by the District. Any contract supplements are also listed and attached herein.

Attached Contract Forms:

1. Draft AIA A101 – 2017, Standard Form of Agreement Between Owner and Contractor

2. Draft AIA A101 Exhibit A – 2017, Insurance and Bonds

3. Draft AIA A201 – 2017, General Conditions of the Contract for Construction

4. Sample Payment and Performance Bonds

CONTRACT SUPPLEMENTS

5. AISDP – 0001 – Access to AISD Property (Additional Onsite Terms and Conditions)

6. Required Minimum Wage Rate Schedule – AISDP-0020 – April 2020 Wage AISD Wage Schedule

Note, these forms are not required to be submitted with the initial proposal, but will be required to be submitted, followed, or executed upon the award by the selected contractor.

SECTION 00 60 00 PROJECT FORMS

Verde, & Humphrey’s Highland

PROJECT FORMS

006000 - 1

PROJECT FORMS

The following project forms will be used in performance of the construction job. All forms may not be attached herein, but are the required forms to be used. Any form listed in the executed AIA contract documents not listed herein shall also be a required project form.

1. AIA Document G702, Application and Certificate for Payment

2. AIA Document G703, Continuation Sheet

3. AIA Document G701, Change Order

4. AIA Document G704, Certificate of Substantial Completion

5. AIA Document G706, Contractor’s Affidavit of Payment of Debts and Claims

6. AIA Document G707, Consent of Surety to Final Payment.

7. Project Warranty for General Contractors

8. Special Warranty for Subcontractors

SECTION 00 90 00 REVISIONS, CLARIFICATIONS, AND MODIFICATIONS

Verde, & Humphrey’s Highland

REVISIONS, CLARIFICATIONS, AND MODIFICATIONS

009000 - 1