241016 SSD Housing CMGC RFQP Final.pdf

REQUEST FOR QUALIFICATIONS

& PROPOSAL (RFQ/P)

FOR PROFESSIONAL SERVICES

Request for Qualifications & Proposal for Professional Services

CONSTRUCTION MANAGER / GENERAL CONTRACTOR

For the 2024 Bond Program – Staff Rental Housing Project

Summit School District

Qualifications & Proposal Due 10.31.24 @ 5:00 PM

Provided by: DYNAMIC PROGRAM MANAGEMENT

SUMMIT SCHOOL DISTRICT- Staff Rental Project

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Request for Qualifications & Proposal

A. Invitation & Procurement Schedule

Summit School District (Owner) would hereby invite interested firms and/or individuals (Professional Service Providers) to submit a response to this Request for Proposal (RFQ/P) for professional services in support of the 2024 Bond Program for the Staff Rental Housing portion.

QUALIFICATIONS SUBMITTAL INSTRUCTIONS

Proposals must be submitted via the electronic submission on BidNet (https://www.bidnetdirect.com/colorado ) no later than 5:00 PM prevailing time on October 31st, 2024, as specified on the solicitation notice. Please note that candidates must register on BidNet in order to submit proposals electronically. Late proposals will not be accepted. If you need assistance, please contact BidNet’s Vendor Support Department at 800-835-4603, Option 2.

No physical copy will be required, please address the Cover Letter to:

Ms. Kara Drake, CFO 150 School Road

PO Box 7 Frisco, CO 80443

Questions shall be submitted, in writing only, through bidnetdirect.com site for this solicitation no later than 5:00 PM prevailing time on October 23rd, 2024. Responses to all questions shall be issued in the form of an addendum no later than 5:00 PM, October

25th, 2024 through the BidNet solicitation.

Candidates should not rely on any other statements, either written or oral, that alter any specification or other term or condition of the RFQ/P during the open solicitation period.

Candidates should not contact any team members or any individual associated with the Owner or the Colorado Department of Education (CDE) regarding this RFQP or this project.

PROCUREMENT SCHEDULE (dates subject to change)

RFQ/P Available 10.16.2024

RFQ/P Clarification Deadline by 5:00 PM 10.23.2024

RFQ/P Clarification Responses 10.25.2024

RFQ/P Responses due by 5:00 PM 10.31.2024

Interview Invitations sent to Short-Listed Candidates 11.6.2024

Interviews (in event of successful bond measure) 11.15.2024

Candidates Notified of Selection 11.18.2024 https://www.bidnetdirect.com/colorado

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SUBMISSION CHECK LIST

A complete submission includes the following:

1. Signed Cover Letter

2. Firm Information

3. Qualifications of Proposed Team

4. Similar Project Experience

5. Schedule

6. Project Approach

7. References

Fees are not to be submitted at this time. A short list of Candidates will be invited for interviews and fee proposals will be required as part of the interview process.

CONTRACT FORMAT

The contract format for this project will be a modified AIA A133-2017 and AIA A201 General Conditions. The short-listed Candidates invited for interviews will be provided with the proposed contract for comment prior to interviews.

B. Owner and Project Information

The Summit School District Board of Education has decided to include an approximately $195.4M bond measure on the November 2024 ballot. A portion of the bond program will support the housing projects.

The School District is committed to developing solutions for staff rental housing. Norris Design was engaged during master planning to help develop a better understanding of the housing development possibilities at the McCain site, Silverthorne site and the High School site.

After review, the district has decided the 2024 bond program staff rental housing project will support the design and construction of the infrastructure and approximately 60 rental units on the approximately 10-acre Summit Education Center Site in Silverthorne. This is generally the first phase of housing planned at this site.

The budgeted HARD costs of the program are between $20-$25M.

Please find the overall bond program schedule, housing master plan presentation and school facility master plan at this link: SSD Bond and Housing Information

The Owner intends to hire, or has already selected, the following professionals for the bond project team:

Owner’s Representative (Dynamic Program Management)

Surveyor - TBD

Architect / Engineering – Breck Elem & Elementary Priority Projects (Hord Coplan Macht*)

Architect / Engineering – Summit High (Treanor*)

Architect / Engineering – Summit Middle (Wold*)

Architect / Engineering - Housing (jv DeSousa*)

CM/GC – Schools (Up to 3 Contractors)

CM/GC – Housing (Single Firm)

Commissioning Agent - TBD

Geotechnical Engineer & CMT (in progress) https://drive.google.com/drive/folders/1ZalRUgIqiHe1LcMEz-x1tehnaF8cDjPz?usp=sharing

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Environmental Consultant - TBD

Hazardous Materials Abatement Contractor - TBD

FF&E Vendor - TBD

Moving Company - TBD

*Contracts being finalized

C. Scope of Work

The goal of SSD is to open units to staff prior to the 2026-27 school year.

The CM/GC Scope of Work will generally consist of the requirements in the AIA A133- 2017 and AIA A201 General Conditions contract and the following:

TRANSPARENCY

All scope of work shall be completed in a collaborative and transparent manner. The Candidate should expect to attend Board of Education, Owner, OAC, Community, and Design meetings understanding some of these meetings will take place in evenings outside of normal business hours. All subcontractor bid responses will be shared with the Owner for review.

PRECONSTRUCTION SERVICES

Candidate shall immediately begin providing preconstruction services upon selection.

Milestone cost estimates will be provided at 100% SD, 50% DD and 100% DD. Detailed Initial GMP and final GMP estimates per permitting sequencing will be provided by the Candidate.

As needed, Candidate will provide real-time pricing with the objective to hold the project within target budget. A trend log, including potential alternates and value engineering, shall be managed and communicated by the Candidate to the team members. Written constructability review will be provided during the preconstruction phase. These may include construction review of construction assemblies, materials, lead time, architectural details, schedule impacts, sequencing and site limitations. These reviews will be completed at Schematic, Design Development, and interim Construction Document review periods.

All work shall be competitively bid for the project and presented to the Owner for final acceptance of subcontractors. Candidate shall provide to the team any cost increases or decreases to select local subcontractors.

Candidate will coordinate with team members to establish a detailed construction schedule identifying long lead items and critical path activities.

CONSTRUCTION

The Owner is seeking a CM/GC to coordinate and manage the building process as a member of the project team. The Candidate shall understand construction methods and techniques. Candidate shall construct of the project in accordance with construction documents and specifications within the scheduled timeframe.

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Site – Candidate will provide supervision of all internal personnel and subcontractors including ensuring internal personnel and subcontractors on site have cleared background checks based on the Owner’s criteria. Candidate will ensure prohibited items by law are not brought onto the School District’s property by those under the Candidate’s responsibility. Candidate is responsible for site safety. Candidate will work with the Owner’s selected construction material testing firm to provide appropriate notice of inspection requests. Candidate will work with the Owner’s selected commissioning agent and provide timely information as requested by this consultant.

Schedule – Candidate shall manage the construction schedule and communicate the 3-week look ahead schedule every week and provide updated full project schedules monthly with each application for payment.

Please note that although the permit authority is the State’s Division of Fire Prevention & Control (DFPC), it is expected that the housing projects will need to go through a municipal review process such as a location & extent. The design team will be the lead and point of contact for the municipality.

Budget - Candidate is responsible for the construction budget and will provide weekly budget updates to the Owner, Owner’s Representative, and Design Team. Pay applications will be provided per the contract in a timely fashion so that invoices may be submitted to the Owner for payment.

Documentation - Maintain and provide to the Owner all construction related documentation such as RFI’s, submittals, schedules, and inspections. Candidate shall fulfill contractor’s responsibilities regarding actions, documentation and submissions for the selected sustainability program.

Quality – Quality control is the CM/GC’s responsibility. The Candidate shall provide a product with the highest quality workmanship.

Completion - Close-out and warranty services will be in accordance with contract documents. CM/GC will work with project team members to close out the project proactively and efficiently at completion. Candidate will provide warranty request process to the Owner and respond appropriately and timely to such requests.

UTILITY COORDINATION

Candidates will be expected to assist in utility coordination with the various utility providers with assistance from the Owner’s Representative and Design Team.

LOCAL EXPENSES

Candidate should understand local economic impact is important to the Owner. The Candidate will be expected to track and report to the Owner’s Representative on each pay application a breakout of local expenses for any local labor, subcontractor, meals, lodging, subconsultants, gas, etc. made within Summit School District boundaries for the duration of the project. These expenses are compiled each month and provided to the Board of Education as an estimate of expenses spent within the community as a result of the project.

PROJECT FUNDING

Funding will be provided through a successful bond measure passed in November, 2024.

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ADDITIONAL GRANT FUNDING

The Owner will pursue additional grant funding. These grants may include GOCO, DOLA, Colorado Health Foundation, etc. The Candidate will provide cost estimates and schedules as required by grant applications.

D. Submittal Requirements

Responses shall respond to each item noted below. Please limit response information to relevant information only.

1. SIGNED COVER LETTER / LETTER OF INTEREST

2. FIRM INFORMATION

Provide a brief history of the firm including the following information:

- Number of years in business

- Location of office servicing

- Location of main office, if different

- Provide a statement for the maximum dollar value in which your firm can be bonded, and the amount currently bonded with confirmation statement from bonding company

- Provide your firm’s EMR

- Information on any claims or lawsuits your firm has had in the past 10 years.

- Confirmation your firm will include all items outlined in the Scope of Work in

Section C.

- Indicate if your team meets the following Insurance requirements. Please provide an Acord Format Insurance Certificate showing existing limits.

o General Liability

▪ Commercial General Aggregate $ 4,000,000

▪ Products/Completed Operations Aggregate $ 4,000,000

▪ Each Occurrence Limit $ 2,000,000

▪ Personal/Advertising Injury $ 2,000,000 o Auto Liability

▪ $2M* Bodily Injury/Property Damage Each Accident Coverage applying to owned, hired and non-owned autos o Workers’ Compensation

▪ Per State minimums

- Please note, firms will not be disqualified if GL limits are lower than included in this document.

3. QUALIFICATIONS OF PROPOSED TEAM

- Provide organizational chart for your proposed team, including roles and responsibilities for each team member

- Provide resumes for all key team members

- Please note proposed key team members are expected to be involved throughout the life of the project and may not be changed without written authorization from the Owner

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4. SIMILAR PROJECT EXPERIENCE

- Provide project profiles for up to five similar projects in progress or completed by your firm. Please include the following:

o Project Description o Approximate Program Cost o Client / Owner’s Rep Contact Information o Architect Contact Information

- The selection committee is interested in reviewing projects in which the proposed key team members have provided services and worked collaboratively together.

5. SCHEDULE

- Provide a detailed project construction schedule that clearly identifies key milestones for the project(s).

- Describe how your team will ensure the project schedule will be met.

- Discuss any areas in which there could be opportunities to expedite the work.

6. PROJECT APPROACH

- Provide your team’s philosophy in approaching projects within the CM/GC delivery system.

- How do you manage challenges with respect to budget, schedule, and ensuring quality of the finished project, especially in current market conditions?

- Discuss how your firm will include local suppliers and subcontractors in the bidding process.

- Describe your approach to construction operations on an occupied site.

7. REFERENCES

Provide a comprehensive list of all education projects completed or begun within the past 5 years by your firm with contact information, along with a project description. Identify in the reference list which projects this CM/GC team has performed collectively. The Owner reserves the right to check additional references beyond those provided in the submittal.

SUBMITTAL SCORING MATRIX

Submittal Section Points

COVER LETTER 0

FIRM INFORMATION 10

QUALIFICATIONS OF PROPOSED TEAM 20

SIMILAR PROJECT EXPERIENCE 20

SCHEDULE 20

PROJECT APPROACH 20

REFERENCES 10

TOTAL 100 POINTS

E. Short List and Interviews

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From the scoring results, the selection committee will short list firms to invite to an interactive interview. At the time of interviews, initial scoring will be discarded, and all firms will start from equal scoring positions.

The interview format will include an initial session prepared by the Candidate with the selection committee and then time for Q&A. Fees and contract comments will be submitted in advance of the interviews. Fees will be reviewed for all short-listed firms and will be a portion of the scoring matrix for final selection.

The proposed contract and more detailed interview format information will be provided to the short-listed Candidates.

F. Provisions

ACCEPTANCE AND REJECTION

The Owner reserves the right to request additional information which, in the Owner’s opinion, is necessary to ensure that the Owner has complete information with regard to the Professional Service Provider’s competence, business organization, and financial resources to assist in determining if the Professional Service Provider is qualified.

The Owner reserves the right (a) to terminate the Request for Proposals process at any time; (b) to reject any or all proposals; and (c) to waive formalities and minor irregularities in the proposals received. The Owner reserves the right to reject any and all proposals in response to this Request for Proposal that are deemed not to be in the Owner’s best interests. The Owner further reserves the right to amend this Request for Proposal at any time and will notify all recipients accordingly.

RFQP SUBMISSION INFORMATION

Proposals due at the specified date and time must be received at Owner's location by that date and time to receive consideration. Proposals received after the specified date and time are considered late and are not opened. Owner is not responsible for any late proposals received by mail or any other method of delivery.

The Owner is not responsible for cost incurred in preparation of this proposal. Proposals will not be returned and become the property of the Owner once submitted. By submitting a proposal all Candidates agree to the terms and conditions of this RFQ/P and the RFQ/P will become part of the awarded Candidates contract. The Owner and the Owner’s legal council will review the agreement and negotiate terms prior to commencement of work.

Candidates acknowledge all submissions to this RFQP may be subject to the Colorado Open Records Act (CORA).

Addenda may be issued for this RFQP. It is assumed by the Owner any candidate providing a submission is responsible for receiving and reviewing all information provided by addenda.

INSURANCE

The Professional Service Provider shall provide insurance coverage for the Project which shall not be less than the amounts listed in the contract as set forth in the Request for Qualifications and Proposals; such insurance coverage shall include professional liability, general liability, automobile liability and workers' compensation.

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The consultant and their insurance carrier(s) shall agree to a Waiver of Subrogation. At the time of award, consultant shall furnish to Owner a Certificate of Insurance for General Liability naming the Owner and Owner’s Representative as additional insured to provide evidence of insurance compliance. Consultant shall also furnish to Owner a Certificate of Insurance for Professional Liability to provide evidence of insurance compliance.

End - Request for Qualifications & Proposal