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Portland Public Schools School District 1J

Multnomah County, Oregon

CM/GC Request for Proposals Grice-Adair Center for Educational Excellence

RFP No. 2026-038

Pre-Proposal Conference:

One Optional pre-Proposal conference will be held on October 1, 2026, at 10:00 AM located at Grice-Adair Center for Educational Excellence, located at 1N Fremont St. & 3514 N. Vancouver St., Portland, OR 97227. Attendance is optional, but firms are highly recommended to attend. Portland Public Schools conducts such meetings in order to clarify information provided in the RFP and to provide interested proposers an opportunity to ask questions about the RFP. Statements made by the District’s representatives at the conference are not binding on the District unless confirmed by written addendum.

RFP Availability:

This RFP is available electronically through the PlanetBids website at:

http://www.planetbids.com/portal/portal.cfm?CompanyID=22555. Interested parties must be registered with PlanetBids to obtain and download documents. Registration is at no cost. Future notices regarding this solicitation, including solicitation addenda, will be posted to PlanetBids.

Proposal Opening:

A public proposal opening will occur via teleconference promptly at 2:05 PM on the proposal due date. Only the name of the proposer will be read aloud.

Dial in information:

(US) 0099-401-+1 567

PIN: 803 883 795#

Meeting code meet.google.com/qpx-zfjk-aer

Proposals Due: Not Later than 2:00:00 PM Pacific Time, October 20, 2026 Late proposals will not be accepted or considered.

Submit Proposals to:

ELECTRONIC SUBMITTAL

Submit electronically via PlanetBids, The Proposal, including all required documentation, must be submitted through the website not later than 2:00:00 PM on 10/20/2026 in accordance with the PlanetBids internal timestamp. Late Proposals shall be rejected.

HARDCOPY SUBMITTAL

No hardcopy submittals will be accepted.

Direct Questions to:

Procurement Contact: Brandon Niles Email: purchasing@pps.net Deadline for Questions: 10/7/2026

Electronic Responses:

Electronic responses via PlanetBids are required. E-mailed responses will not be accepted.

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RFP Grice-Adair Center for Educational Excellence #2026-038

1 Introduction

1.1 About Portland Public Schools

1.2 Equity and Certified Business Participation

1.3 Timeline

1.4 Definitions

1.5 RFP Questions, Clarifications and Changes

1.6 Equity in Public Purchasing and Contracting

1.7 Respectful Workplace Program (“RWP”)

1.8 Partnerships

1.9 Insurance Program

1.10 Oregon Corporate Activity Tax (“CAT”)

1.11 Local Business Taxes

2 Project Overview

2.1 Background

2.2 Project Definition

2.3 Scope of Work

2.4 Project Team

2.5 Contractor and Subcontractor Fingerprint-Based Criminal History Verification

2.6 Sustainable Business Practices

3 Proposal Format, Content, and Submission

3.1 Proposal Format

3.2 Proposal Content

3.3 Proposal Responses to Evaluation Criteria

3.4 Proposal Submission

4 Proposal Evaluation and Award

4.1 Clarification of Responses

4.2 Proposal Evaluation

4.3 Notice of Intent to Award

4.4 Negotiable Items

4.5 Negotiation

4.6 GMP – Guaranteed Maximum Price

4.7 Reservation of Rights

5 Solicitation Terms and Conditions; Protest of Solicitation or Award

5.1 Solicitation Document

5.2 Proposer Cost of Response Preparation

5.3 Submitted Materials are District Property

5.4 Proposal Validity

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5.5 Solicitation Cancellation, Rejection of a Proposal or All Proposals

5.6 Disputes

5.7 Publicity

5.8 Preference for Recycled Materials

5.9 Performance within state of public printing, binding and stationary work

5.10 Confidentiality

5.11 Protests

6 Contract Terms and Conditions

6.1 Contract Award and Term

6.2 Portland Public Schools Contract

6.3 Prevailing Wages

6.4 Public Works Bond

6.5 State OCCB Registration Requirements

6.6 Contractor Contract Execution

6.7 District Contract Execution

6.8 Proposal Security

6.9 Insurance

6.10 Asbestos Abatement

Attachment A: Sample CM/GC Contract and General Conditions

Attachment B: Proposer Information Form

Attachment C: Reference Form

Attachment D: Career Learning Equity

Attachment E: DSIP Manual and Enrollment Forms

Attachment F: Workforce Training and Hiring Program

Attachment G: Preconstruction Scope of Work

Attachment H: Allowable Cost of Work Matrix

Attachment I: Respectful Workplace Program

Attachment J: DLR STB Narrative

Attachment K: STB Plans

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1 Introduction

Portland Public Schools (“District”) seeks written proposals from qualified vendors able to provide Construction Manager/General Contractor (CM/GC) services for the Grice-Adair Center for Educational Excellence Modernization project. The general scope of the Project will include, but is not limited to, pre-construction services, site investigation, selective demolition, tenant improvements, utility upgrades, and/or site work.

The District intends to award a single contract as a result of this RFP. The contract term will be approximately from January 2027 through July 2029.

1.1 About Portland Public Schools

Portland Public Schools, founded in 1851, is an urban school district in Portland, Oregon. With more than 45,000 students in 81 schools, it is one of the largest school districts in the Pacific Northwest. Diverse programs and learning opportunities are supported by teachers, families, community members, nonprofit organizations, local businesses and higher education institutions. As the District strives to provide educational facilities that meet the diverse, ever-changing needs of student populations, it is critical that the means and methods for doing so are consistent with the District wide goals for equity, sustainable practices, seismic safety, historic preservation and accessibility. Every District school shall provide an equitable and effective learning environment that reflects the needs of all learning styles and maximizes the achievement of every student.

As outlined in the Racial Educational Equity Policy, the District is committed to the success of every student in each of our schools and is aware of the disparities that contribute to the achievement gap.

Committed to understanding and changing institutionalized racism and its impact on student learning, the District is prioritizing equity transformation initiatives. By addressing the quality, aesthetics and functionality of learning environments, the District can adapt to current educational and cultural goals while meeting modern building standards.

1.2 Equity and Certified Business Participation

The District is dedicated to increasing contracting opportunities for minority-owned businesses, women-owned businesses, service-disabled veteran-owned businesses, disadvantaged businesses, and emerging small businesses (“Certified Businesses”). Certified Businesses are strongly encouraged to submit proposals in response to this RFP. In addition, all proposers should seek opportunities to partner or subcontract with Certified Businesses in this work as well as participate meaningfully in minority and women workforce development.

One of the considerations for selection of a CM/GC will be the demonstrated willingness and ability of the proposer to work creatively with the District to identify projects and opportunities, and develop appropriate solicitation and contract procedures, to successfully engage Certified Business contractors and subcontractors. The District will monitor the CM/GC’s Certified Business utilization throughout the project and will expect regular progress reports from the CM/GC on Certified Business outreach efforts and subcontractor engagement.

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1.3 Timeline

ACTIVITY DATE

Issuance of Request for Proposal 9/16/2026

Pre-Proposal Conference 10/1/2026

Deadline for Questions or Clarifications 10/7/2026

Deadline for Final Addenda 10/14/2026

Proposals Due 10/20/2026

Interviews 11/4-11/6/2026

Notice of Intent to Award 11/12/2026

Anticipated Notice to Proceed for Pre-Construction Services 12/16/2026

Anticipated Date to Finalize GMP September 2027

Anticipated Notice to Proceed for Construction Services January 2028

Anticipated Substantial Completion Date June 2029

Project Completion Date – Building Turned over to District June 2029

FF&E/District Move In/Commissioning June 2029

Project Completion Date –Turned over to District July 2029

The District reserves the right to deviate from this schedule.

PLEASE NOTE: After an Intent to Award has been issued, all Offerors are welcome to view the solicitation and evaluation file at District offices. However, a debrief and/or copies of documents in the solicitation file will not be available until after a contract has been fully executed.

1.4 Definitions

1.4.1 “Construction Manager/General Contractor (CM/GC)” is a form of Procurement or Alternative Contracting Method that results in a Public Improvement Contract for a Construction Manager/General Contractor to undertake Project team involvement with design development;

constructability reviews; value engineering, scheduling, estimating, and subcontracting services;

establish a GMP to complete the Contract Work; act as General Contractor; hold all subcontracts, self-perform portions of the Work as may be allowed by the District under the CM/GC Contract;

coordinate and manage the building process; provide General Contractor expertise; and act as a member of the Project team along with the District, Architect/Engineers, and other Consultants.

The District believes this project is a good candidate for the CM/GC project delivery method due to the scheduling challenges, complexity, specialty construction involved, and coordination among multiple disciplines and AHJ’s.

1.4.2 "Guaranteed Maximum Price" ("GMP") means the total maximum price provided to the District by the Contractor, and accepted by the District, that includes all reimbursable costs of and fees for completion of the Contract Work, as defined by the Public Improvement Contract, except for material changes in the scope of Work. It may also include particularly identified contingency amounts.

1.4.3 CM/GC Fee - The CM/GC fee is a fixed dollar lump sum amount to be applied during construction.

This fee may only be adjusted by change order. It is a combination of profit, indirect overhead and general administration costs of managing the Contractor’s business, as well as other cost elements not covered by the contract and this RFP. Profit and indirect costs may not be reported or charged under any other cost and pricing category.

1.4.4 "Work" means the furnishing of all materials, equipment, labor, and incidentals necessary to successfully complete any individual item or the entire Contract, and successful completion of all duties and obligations imposed by the Contract.

1.4.5 ”CERTIFIED BUSINESS”, as used in this RFP, means a for-profit company certified by the State of Oregon Certification Office of Business Inclusion and Diversity (COBID) as a Minority-Owned Business (MBE), a Women-Owned Business (WBE), a Service Disabled Veteran Business (SDVBE) and/or an Emerging Small Business (ESB) pursuant to Oregon Revised Statutes Chapter 200; and/or a company certified in the States of Oregon, Washington and California by the U.S.

Department of Transportation (U.S. DOT) as a Disadvantaged Business Enterprise (DBE) pursuant to Code of Federal Regulations (CFR) Title 49, Subtitle A, Parts 23 and 26; and/or a company

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Additional definitions are provided in the Portland Public Schools Public Contracting Rules, adopted May 2019, Revised 2026: https://www.pps.net/Page/1584.

1.5 RFP Questions, Clarifications and Changes

Any Proposer requiring clarification of the information provided in this solicitation must submit specific questions or comments in writing to the Procurement Contact shown on page 1 of this document. Email is the preferred form of written communication. The deadline for submitting such questions is shown on page 1 of this document.

If selected for award, a proposer will be expected to execute a contract with the material terms and conditions of the sample contract included with the solicitation documents. The material terms and conditions of the sample contract may be modified at the sole discretion of the owner upon determination that the modification is in the best interest of the owner. NOTE: Any changes to contract terms and conditions will not be entertained at any stage of the project except as specified in Section 6.2 of this RFP.

If the proposer selected for award as a result of this RFP fails to agree to a contract with the material terms and conditions of the sample contract attached, the District may terminate negotiations with the proposer and commence negotiations with the next highest ranked proposer.

1.5.1 Addenda

If the District determines that additional information or interpretation is necessary, such information or interpretation will be supplied in addenda, posted on PlanetBids.

Those who have registered their interest in the solicitation through PlanetBids will be notified of addenda via email. Addenda shall have the same binding effect as though contained in this RFP.

The Director of Purchasing & Contracting or designee shall issue all addenda not less than 72 hours prior to the submission deadline.

Statements made by the District’s representatives are not binding on the District unless confirmed by written addendum.

1.6 Equity in Public Purchasing and Contracting

Through the Equity in Public Purchasing and Contracting Policy, the District is committed to increasing contracting opportunities for Certified Businesses. The Superintendent annually determines District aspirational goals for participation of Certified Businesses on identified District projects or programs. The District aspires to achieve 18% Certified Businesses participation on consultant service contracts and public improvement contracts.

1.6.1 Career Learning Equity

The District will partner with its awarded Contractors and Consultants to provide career learning opportunities for students, providing them exposure to various potential career paths, including, but not limited to, construction, architecture, engineering, and related services through programmatic involvement with the District’s Career Pathways Program and Career Related Learning Experiences. (See Attachment D)

1.6.2 Contractor Workforce Equity

a. Applicability. Upon being awarded a District Public Improvement Contract with a value greater than $200,000, a Contractor shall be obligated to comply with the District Contractor Workforce Equity protocols (See Attachment F). The District has contracted with the City of Portland for assistance in program administration and compliance. The Contractor Workforce Equity protocols shall apply to:

1) The prime contract; and

2) Any subcontract greater than $100,000.

b. Contractor Workforce Equity Protocols.

1) Contractor will ensure that a minimum of 20% of labor hours in apprenticeable trades performed by the contractor and subcontractors on District projects are performed by

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2) Contractor will utilize outreach, partnership and recruitment with workforce organizations, trade apprenticeship programs and unions to create an apprenticeship program that reflects the diversity of the Portland metropolitan area; and

3) Contractor will strive to achieve the District’s aspirational workforce diversity goal of a minimum of 25% minority and 14% female hours (including both journey and apprentice level workers) on each eligible project.

1.6.3 Certified Business Utilization Reporting

The District has implemented an online Certified Business utilization tracking system. This web-based software system facilitates Certified Business utilization reporting for all construction, architecture, engineering, and related services contractors doing business with Portland Public Schools. The system is designed to streamline and automate subcontractor utilization reporting requirements and includes the following key features:

Automated tracking of Certified Business utilization

Online verification of subcontractor payments

Automated communication with contractors via email regarding reporting status

Prime contractors will be required to use the online system to submit first tier subcontractor data and monthly reports on progress payments to all subcontractors. Subcontractors will be required to use the online system to verify payments received from prime contractors, identify any further tiers of subcontractors, and submit monthly reports on progress payments to their own subcontractors. Prime contractors and subcontractors must access the system at least monthly, when prompted, to manage contract information and provide the required subcontractor and payment information. Prime contractors are responsible for ensuring that all subcontractors comply with the utilization tracking requirements. The Certified Business utilization tracking system is online at https://pps.diversitysoftware.com. Access information will be provided to the designated point of contact for each contractor after contract award.

1.7 Respectful Workplace Program (“RWP”)

The District requires that the prime contractor and all entities contractually affiliated with the project take all necessary and reasonable steps to ensure that all workers have meaningful opportunities to fully participate on District construction projects and to develop skills in their respective trades, free from behaviors rooted in hostility, racism, sexism, or homophobia, such as exclusion, bullying, harassment, or hazing.

To this end, the prime contractor shall plan and implement an approved Respectful Workplace Program (“RWP”) on the project, such as Green Dot for Trades, RISE Up, or an approved equivalent, which meets or exceeds the criteria for a respectful workplace program as outlined in the Respectful Workplace Program Model Review Committee Recommendations. This RWP applies to conduct at the jobsite and other sites where work, design, planning, bidding or other interactive conduct occurs related to this project. Maintaining and managing an RWP is the Contractor’s responsibility, and includes onboarding every worker/subcontractor/supplier on the jobsite. The RWP shall be included in all subcontracts on this project and each subcontractor and supplier shall be bound by its provisions. Much like onsite safety programs, the RWP is continual and requires ongoing messaging and engagement to build awareness and adherence. Additionally, like safety training, the RWP rollout must be managed by individuals or organizations with demonstrated content expertise. See Attachment I.

1.8 Partnerships

It is the goal of the District to provide opportunities for smaller general contractors for portions of the construction project. To this end, the District strongly encourages partnerships between larger and smaller general contractors. Proposals submitted by multiple firms submitting as partners or joint ventures will be considered provided that any such proposal:

a. Is accompanied by a letter of intent between all the parties who comprise the consortium, partnership, or joint venture; and

b. Includes a certification by each member of the consortium, partnership, or joint venture that each

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1.9 Insurance Program

Portland Public Schools has implemented a District Specific Insurance Program (DSIP) for the on-site insurance requirements for this solicitation as described in Attachment E. The program includes on-site coverage for the following lines of insurance for all enrolled contractors and sub-contractors:

a. Commercial General Liability

b. Excess Liability

c. Contractors Pollution Liability

All bid prices should EXCLUDE those costs relating to the insurance provided by the DSIP.

The duration of the DSIP program will be from the contract’s Notice to Proceed through final acceptance.

Off-site coverage is not a part of the DSIP and contractors will be required to provide appropriate evidence of this coverage.

The contractor may choose to procure subcontractor default insurance (SDI); the Contractor is responsible for SDI procurement, and associated costs shall be included in the CM/GC fee.

1.10 Oregon Corporate Activity Tax (“CAT”)

In 2019 Oregon adopted a Corporate Activity Tax (“CAT”) applicable to all types of business entities.

The legislation accomplishes the following:

a. Establishes a "Fund for Student Success" that is separate and distinct from the state's general fund

b. Adopts a new Corporate Activity Tax (CAT) imposed on all types of business entities

The CAT is in addition to the state's current corporate income tax. The CAT is imposed on businesses for the privilege of doing business in this state. It is measured on a business's commercial activity, which is the total amount a business realizes from transactions and activity in Oregon. The CAT is applied to taxable Oregon commercial activity in excess of $1 million.

Any costs relating to Oregon’s Corporate Activity Tax will not be reimbursable under Cost of the Work, as defined in the sample contract (see Attachment A).

1.11 Local Business Taxes

All local business taxes, including but not limited to Metro Supportive Housing Service Tax and Multnomah County Business Income Tax, are considered a business expense. Therefore, the District will not accept proposals or invoices that include any such tax as a Cost of the Work. The District will not accept these types of taxes as an inclusion in labor rates.

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2 Project Overview

2.1 Background

Voters approved a $1.83 Billion bond package based on recommendations from numerous stakeholders including Portland Public School staff, school administrators, community members, and facility assessment reports commissioned by the District.

The proceeds from the bond package are anticipated to include, but not limited to, design and funding of initial focused investments in neighborhood facilities in Northeast Portland, toward a community vision of the Grice-Adair Center for Educational Excellence.

2.2 Project Definition

Grice-Adair Center for Educational Excellence, located in the North Portland Albina neighborhood, is a densely developed site and includes two separate structures, originally constructed in 2015; both structures are approximately 50,000 SF combined, and bound by Williams Ave. and Vancouver Ave.

The current Scope to Budget submission plan includes the supplemental information provided in Attachments J and K to this solicitation document.

With current tenants remaining on site during construction, the CM/GC will need to accommodate that constraint during the life of the project. The successful CM/GC will demonstrate expertise in:

providing CM/GC pre-construction and construction phases services on complex projects greater than $30M, working within and contributing to a collaborative team environment to achieve client goals/objectives, participating as a partner to the project team, which includes PPS staff, to maximize team transparency, accountability and performance, utilizing lean design/construction techniques/practices to meet scope/schedule/budget/behavioral goals at the end of the project, working on constrained and occupied project sites and avoid impacts to the learning/academic environment, incorporating District constraints successfully into all schedules and work plans to minimize impacts to stakeholders and facility users to reduce uncertainty and unplanned/unforeseen delays and/or impacts creating community engagement and facilitating communications/transparency/accountability with/for/to community members creating and realizing contracting opportunities for Certified Businesses (MBE/WBE/SDV/ESB) that exceed the District’s aspirational goals/policy minimum standards meeting commitments, benchmarks and other levels of performance outlined in a firm’s proposal to this RFP the project will be managed through PPS managed Procore database and all project financials will be handled through Ebuilder database

2.3 Scope of Work

2.3.1 Pre-Construction Services

Preconstruction Services for the Project shall be provided as described within Attachment G – Preconstruction Scope of Work.

2.3.2 Construction Services

The CM/GC shall provide Construction Services to fully construct the Grice-Adair Center for Educational Excellence and be familiar with the total local labor and subcontracting market, particularly Certified Businesses, and be capable of soliciting subcontracts without discrimination against race, color, or national origin, for consideration of any contract entered pursuant to this

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Additionally, the CM/GC will work creatively in collaboration with the District to identify work and establish procedures and processes to successfully engage minority and women businesses in this work.

2.3.3 Workforce Diversity

The CM/GC shall be responsible for all management, coordination and other efforts needed to meet the District’s workforce diversity requirements and required reporting/auditing through the City of Portland.

2.4 Project Team

District Team Sr. Program Director TJ Hopkins Sr. Director of RISE Joanna Evenson Director of Construction Angela Caffrey Sr. Design Manager Leilani Carr Design Manager George Ewing Sr. Project Manager Ayana Horn Project Manager Khalil Rivera Sr Construction Manager Scott Mears FACE Sr. Director Nichole Watson

Architect Team

Principal in Charge Karen Montovino Project Manager Whitney Henion Project Architect Jane Gooding

2.5 Contractor and Subcontractor Fingerprint-Based Criminal History Verification

The District requires all Contractor personnel working on school sites to pass the District fingerprint-based criminal history verification. The Contractor is solely responsible for the cost of these verifications. The current cost is $94.50 and is subject to change. Proposers are advised to consider this cost when responding to price proposal evaluation criteria as the District will not pay for, or reimburse, such costs.

Additional information about this verification process may be found at: https://www.pps.net/Page/184.

Contact with Students. “Unsupervised contact” with students means contact that provides the person opportunity and probability for personal communication or touch with students when not under direct District supervision. As required by ORS 326.603, Contractor shall ensure that Contractor, any subcontractors, and their officers, employees, and agents will have no direct, unsupervised contact with students while on District property. Contractor shall work with District to ensure compliance with this requirement. If (1) the work site is not a “closed site” as described below, and (2) Contractor is unable to ensure through a security plan that none of its officers, employees, or agents or those of its subcontractors will have direct, unsupervised contact with students in a particular circumstance or circumstances, then Contractor shall notify District before beginning any Work that could result in such contact. Contractor authorizes District to obtain information about Contractor and its history and to conduct a criminal background check, including fingerprinting, of any Contract officers, employees, or agents who may have unsupervised contact with students. Contractor shall cause its employees and/or subcontractors, if any, to authorize District to conduct these background checks. Contractor shall pay all fees assessed by Oregon Department of Education for processing the background check. District may deduct the cost of such fees from a progress or final payment to Contractor under this Contract, unless Contractor elects to pay such fees directly. All Contractors and their employees whether full time or part time working at closed sites must undergo a criminal history verification for disqualifying convictions per ORS 342.143 Criminal history verification checks will be conducted at the Contractor’s expense, by the District Security Services or an approved third-party vendor.

Closed Sites. At District sites that are closed for construction or other purposes, Contractor fingerprinting is not required. However, all Contractors and their employees whether full time or part time working at closed sites must undergo a criminal history verification for disqualifying convictions per ORS 342.143.

Criminal history verification checks will be conducted at the Contractor’s expense by the District Security

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Services or an approved third-party vendor. Prior to entry of a Contractor’s employees onto a jobsite, the Contractor shall provide a list of its employees who have successfully undergone the criminal history verification check.

2.6 Sustainable Business Practices

Proposers should prioritize sustainable business practices, including but not limited to:

a. Apply route optimization strategies when providing services, which reduces dependency on oil, saves money, and reduces climate changes when feasible.

b. Maintain a comprehensive and sustainable waste reduction and recycling plan and, where possible, recycle, reuse, and reduce waste going to landfill.

c. Emphasize local product sourcing.

d. Apply water conservation measures to reduce water loss, water usage, and improve water management; including high efficiency fixtures, employee education, and a comprehensive water conservation management plan with actionable goals.

e. Expand use of renewable energy

f. Maintain a toxic waste reduction plan, including but not limited to the following approaches, as applicable: Using certified green cleaning products (e.g. Ecologo, GreenSeal, etc.); reducing technology toxicity (e.g. using EPEAT registered computers); building or remodeling with the intent to be LEED certified with a focus on the environmental health of buildings; using low VOC paints and sealants; and purchasing new goods with Health Product Declarations (HPD).

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3 Proposal Format, Content, and Submission

3.1 Proposal Format

District proposal standards:

a) Proposal includes a one-page cover letter as the first page of the proposal.

b) Proposal addresses all evaluation criteria in the order presented in 3.2.

c) Proposal is 25 pages or less in length. Any pages beyond this page count will be deleted from the proposal prior to the evaluation team scoring it.

d) Attachments B and C must be uploaded in a separate response file under Attachments and are not included in the page count. Failure to upload these may result in your proposal being rejected as non-responsive. Partnership letters, if applicable, should also be included in this separate response file.

e) Proposals must be submitted electronically via PlanetBids. No hardcopy submittals will be accepted.

Please do not include sales or promotional materials as part of proposal unless requested.

3.2 Proposal Content

Include the content listed in Table 3.2-1. Responses must be in the same order as listed below. Concise and direct answers are encouraged.

Proposals shall include all designated mandatory requirements. Proposals lacking one or more of the mandatory requirements may be rejected as non-responsive. Mandatory requirements are designated by a check mark in the “Mandatory” column of Table 3.2-1 below.

3.2-1 Table

Proposal Content Mandatory Scored Proposer Certifications and Representations, signed in ink or indelible pencil

Attachment B

Evaluation Criteria Responses

A. Compliance Statements Pass/Fail B. Company History Pass/Fail C. Proposed Team Members & Experience D. Collaborative/Lean Project Team

Practices

E. Project Understanding and Approach List of Proposed Contract Revisions

F. Certified Business Participation Strategy G. Workforce Diversity Efforts H. Sustainability Business Practices I. What makes the proposing firm the best choice to join the project?

J. Price Proposal

References Attachment C Partnership – Letter of Intent for Partnerships Partnership - Certification for Partnerships

3.2.1 Attachment B: Proposer Certifications and Representations

Include a completed Attachment B: Proposer Certifications and Representations form, signed in ink or indelible pencil. If submitting electronically via PlanetBids, a scanned copy will be accepted.

Digital and stamped signatures are not accepted. If providing an Offer as a partnership both firms must sign and date this form. Partnerships are considered official joint ventures in the context of this RFP.

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3.3 Proposal Responses to Evaluation Criteria

Address each of the following Evaluation Criteria completely, and in the order provided. Partnerships must provide separate responses, respective to each company in the partnership, for Written Evaluation Criteria A, B, and C. Partnerships should be considered official joint venture submissions, and must include the mandatory components listed in 3.2 above.

3.3.1 Written Evaluation Criteria

A. Compliance Statements

As an appendix added to the end of the Proposal, provide the following:

i. Provide a confirming statement that the proposing firm has reviewed, understands and will comply with all requirements of Oregon public contracting law, including but not limited to, Prevailing Wage Requirements per ORS 279C.800 through ORS 279C.870.

ii. Provide statement regarding current certification of registration with Oregon Construction Contractors Board (CCB) (include copy of certificate in the appendix)

iii. Provide confirmation of current State of Oregon Business License (include copy in the appendix)

iv. Statement that proposing firm is not barred to hold public contracts per Oregon Bureau of Labor and Industries (BOLI)

Pass/Fail

B. Company History

Provide the following Company History information, either in the main body of the Proposal or as an appendix added to the end of the Proposal:

i. The managing leadership names and titles and address of the Company office that is the primary office location for proposed Project personnel with a 50% or greater work commitment to the Project.

ii. Year the Company was formed.

iii. The region(s) served by the Company.

iv. Ownership type and organization structure of the Company. Provide total size and breakdown of firm personnel by category (e.g., principals, project managers, construction managers, superintendents, estimators, schedulers, and other technical, clerical) for the office or location that would be managing this project.

v. Annual dollar value of projects Company has constructed for each of the last 5 (five) years. Break out each year’s work value into the following three categories:

CM/GC delivery; Design/Build delivery; and Lump Sum Design/Bid/Build delivery.

What is your anticipated volume for the upcoming year? Provide a list of projects currently under contract as well as pending award with the anticipated completion date (and start date if appropriate).

vi. Total bonding capacity (aggregate limit) of the Company.

vii. Provide a document from your bonding agent (including name, contact person, email address and telephone number of your bonding agent) stating that the proposing firm has the single limit ability and available capacity to bond this project for an assumed construction contract value of $40M.

viii. Bonding Rate that will be assessed for this Project (stated as a percentage of the contract value based upon a $40M or greater GMP).

ix. Builders Risk, stated as a percentage of the contract value based upon a $40M or greater GMP for a 18-month period.

x. Your company’s EMR and OSHA Lost Time Accident Rate for the past five years.

Pass/Fail

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xi. Please provide a list of any projects in which your firm was involved in a financial claims process or experienced contract cancellations due to cause within the past five years.

C. Proposed Team Members & Experience

Explain your proposed team organization, roles and responsibilities, and personnel qualifications in the following manner:

i. Organization: Provide a Project organization chart showing Proposer’s specific proposed staff for this Project, including all professional staff in the following areas:

project management; corporate oversight and administration; engineering and estimating; and onsite construction supervision. To the extent hourly craft workers are included in your proposed staffing, please provide an explanation as to why they are included in your management staff. Indicate the proposed percentage of their total workload that each person will be assigned to work on this Project during Preconstruction Phase Services, and Construction Phase Services. Where possible, provide a personnel loading schedule over the duration of the project.

ii. Describe what roles the individuals listed on the chart will fill on the proposed team for this Project and how each team member’s participation supports the CM/GC success criteria identified in 2.2 Project Definition. Describe the prior experience, if any, of the team members working with each other on projects that have a similar level of complexity and magnitude (please be specific). Provide a brief statement explaining why Proposer thinks they are the most qualified personnel for this Project, and what expertise they will bring from previous project experience to this Project. As an appendix added to the end of the Proposal, include the maximum of a two-page resume for all individuals listed in the chart. The resumes must include each individual’s education; work history; length of tenure with the firm;

prior work experience with projects of similar complexity and magnitude; and any experience working with public sector CM/GC projects. Include two (2) references in each resume including each reference’s name, title, agency, project name and the reference’s contact information including phone number and email address.

The individual listed as a reference should be able to provide insight/comment on the team member’s performance.

iii. Relevant Experience: Include a chart of a maximum of five (5) CM/GC firm’s projects of similar scope/scale/complexity to the Project completed in the last ten

(10) years by one or more of the proposed team members. Projects completed by more than one team member are preferred. Projects completed by staff not included in the proposed team shall not be considered and may result in a lower score for this section. The chart shall include the following information:

Name of Project

Agency/Owner Name

Agency/Owner Point of Contact and contact info

Original Contract Value

Final Contract Value

Number of Change Orders

Proposed team member(s) that participated in the project

Role the team member(s) had on the project, and length of time on the project

Relevance to this Project

iv. Minimum Requirements: The following minimum requirements shall be required of the project team,

1. All field staff members must hold current OSHA-10 certification at the time construction begins

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2. Project Manager and Superintendent must have current OSHA-30 certification at the time construction begins

3. By listing individuals in the Proposal, the Proposer guarantees that these individuals will be available to work on the Project at the approximate percentages shown. Proposer also guarantees that any individuals listed in the Proposal as a 50% (fifty percent) or greater work commitment to the Project will have their primary office location within 60 (sixty) miles of the Project.

4. Identify the individual responsible for sustainable business practices at your organization, as discussed in Section 2.

5. Identify the individual responsible for MEP coordination and subcontractor buyout efforts. Describe this role and outline your firm's approach to ensuring success on this project, drawing comparisons to past successful project experiences.

Note: It is the District’s intent that the Project Manager shall be the single point of responsibility to the Project Team for the proposing firm throughout the project.

D. Collaborative/Lean Project Team Practices

i. Describe the team’s approach to building and maintaining a highly collaborative, transparent and accountable project team including the architect, construction manager, District staff and consultants.

ii. Describe the team’s approach to balancing scope/schedule/budget throughout the design and construction process and how the team will incorporate collaborative/lean practices into this approach.

iii. Describe how the team will incorporate the District’s goals and objectives into the project management plan outside of scope, schedule and budget.

iv. What role does behavior play in the successful delivery of a project? How does the team focus on and successfully manage team behaviors consistent with the District’s goals and objectives?

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E. Project Understanding and Approach

i. Describe Proposer’s overall plan to complete the Project. Define “success” in the context of this project. Identify what Proposer considers to be the top challenges to success of this Project, and propose strategies to address those challenges.

Identify the specific role or responsibility each Project Team member (including Owner and Architect) would take in this process.

ii. Provide a detailed explanation of the services and deliverables to be provided by Proposer to the Owner during the Preconstruction phase. Describe key ways the Proposer’s Pre-Construction Services will contribute to achieving the District’s budget goals and building longevity outcomes for this Project. Provide an example that demonstrates how Proposer provided this value in a previous project. Explain how the proposed team plans to manage the design coordination, constructability reviews.

iii. Describe Proposer’s approach to developing and negotiating the GMP proposal.

Include a description of the approach to incorporating the concepts in contract section 7(d)2 which describes that plans and specifications may not be developed to the stage of biddable documents at the time the GMP proposal is prepared.

Discuss how the proposed team will manage the bid process and buyout.

iv. Describe Proposer’s approach to working within and around an occupied site; the tools or measures proposed to be used for mitigating construction impacts to occupants and neighbors; and how Proposer will keep construction workers, staff, students and visitors on the site safe. Identify the specific role or responsibility each Project Team member (including Owner and Architect) will take in this process. How will the CM/GC protect the learning environment as well as

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Page 16 of 29 Rev. 050625 contractual obligations between the District and Portland Association of Teachers related to work in an occupied facility?

v. Discuss Proposer’s approach to working with the local community, City of Portland, PP&R, PBOT, Portland Landmarks Commission and local neighborhood associations to help educate and engage them. Discuss how Proposer will help them understand the construction process, address concerns and mitigate tensions to foster a positive experience for the community.

vi. Describe Proposer’s methodology for assessing and mitigating budget and schedule risk, in the Preconstruction phase and in the Construction phase. Identify the role or responsibility each Project Team member (including Owner and Architect) will take in this process.

vii. Provide, in an appendix, any proposed changes to the CM/GC contract and general conditions per Paragraph 6.2. If no changes are proposed, no appendix is required. Proposed substantive changes to contract terms, particularly those that shift risk to the District or add additional costs to the District, will be considered by evaluators in scoring this “Project Approach and Understanding” section.

viii. Identify and provide proposer's approach for any self-performed work during both pre-construction and during construction.

F. Certified Business Participation Strategy

It is the expectation of the District that the CM/GC will develop an effective, thorough, and thoughtful approach to the recruitment of smaller general contractors and Certified Business subcontractors to perform work on this project.

i. Partnering and Subcontracting Strategy: What about your business practices and approach to partnering or subcontracting will aid in the recruitment of Certified Business contractors on this project?

a. Identify the Certified Businesses you plan to engage on this project and any trades you will target for Certified Business participation.

b. Describe your process of developing bid packages. How does this approach promote the ability of Certified Business contractors to bid on work?

c. Specifically address the District’s intention to provide opportunities for smaller general contractors.

d. Please explain how your firm will prevent the use of "pass-thru" vendors that could increase project costs. Specifically, describe the measures and strategies you will implement to ensure that all vendors and subcontractors are directly engaged and managed by your firm. Outline the vetting process for selecting vendors and subcontractors, and how you will monitor their performance and costs throughout the project. Additionally, provide examples from past projects where these strategies were successfully applied to maintain cost control and project efficiency.

Note: The District expects practices and approaches detailed within this section shall become part of the scope of work for the CM/GC for the Project.

ii. Realistic and Achievable Utilization Percentage: Based on your business practices and approach to partnering or subcontracting, and based on your knowledge of the current Portland Metro Area construction market, what is the percentage of Certified Business utilization (i.e., percent of total contract value that will be paid to Certified Businesses) that is realistic and achievable for this project?

Describe your comprehensive strategy to achieve that percentage of Certified Business utilization for this project.

iii. Recent Project Examples: Describe your two most recent projects of similar size (i.e., at least 50% of the proposed contract value for this project) that have tracked Certified Business utilization (not including Federal DBE) and list the project owner, proposer’s Project Manager, and dates of work. Provide the stated original Certified Business utilization percentage goal, the Certified Business utilization

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Page 17 of 29 Rev. 050625 percentage you achieved, the total construction value vs. the amount paid to Certified Business subcontractors, and the total number of subcontractors vs. the number of Certified Business subcontractors. Describe how you were successful in achieving this level of Certified Business utilization. If you were not successful in meeting the utilization percentage goal, explain the reasons and any lessons learned; what would you do differently now?

If you have worked on one or more Portland Public Schools projects, include the most recent of these projects in your response.

An ideal proposal will demonstrate:

Proposer has a comprehensive and detailed Certified Business utilization plan and has already engaged Certified Businesses as a significant part of the project team.

Proposer has a realistic and attainable Certified Business utilization goal and plan for reaching that goal on this project.

Proposer has a demonstrated history of successfully partnering and/or subcontracting with Certified Businesses to meet utilization goals.

G. Workforce Diversity Efforts

Construction Workforce Diversity Efforts:

Describe the efforts you will make to enhance the diversity of the workforce on the entire project. What strategies will you use to maximize apprenticeship opportunities for minority and female workers on the jobsite?

a. Describe any workforce retention strategies, including any investment in on-the-job training, mentoring, or coaching, to help ensure training completion and success of registered apprentices.

b. Describe any strategies you will use to engage community and industry partners to enhance participation of minority and female workers on the jobsite.

c. The District’s aspirational goal for construction workforce diversity is a minimum of 25% minority and 14% female hours, including both journey and apprentice level workers, on each eligible project. Describe any anticipated workforce gaps that may impede your ability to successfully achieve these goals and include a brief description of potential strategies to overcome any challenges or gaps.

Internal Workforce Equity and Diversity Practices (up to 5 points):

Describe your local/regional workforce demographics and any measurable steps taken to ensure a diverse internal workforce (e.g., women and people of color).

a. How do you approach internal on-the-job training, mentoring, technical training, and/or professional development opportunities for women and people of color?

b. What strategies do you use to overcome any existing lack of regional or industry diversity in order to ensure a diverse internal workforce?

List the top three actions/ongoing practices you have implemented to ensure a diverse workforce is represented at all levels (e.g., upper management, middle management and lower-level management). Reference implementation dates, timelines, and any performance metrics that characterize these achievements.

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H. Sustainable Business Practices

i. Describe your organization’s internal and external approaches to the use of renewable energy, including purchasing energy from low carbon and renewable

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Page 18 of 29 Rev. 050625 sources, avoiding products that draw power when not in use, and improving the insulation, lighting, and building envelope features of organization facilities.

ii. Provide detail about potential procurement and/or sourcing of products or services from local, small and/or disadvantaged…