27-001 CMAR Westfield Project RFQ Document 2026.07.23.pdf

REQUEST FOR QUALIFICATIONS (TWO-STEP)

FOR

CONSTRUCTION MANAGER-AT-RISK SERVICES

CMAR for Westfield High School and Daycare Renovations

Resulting from the 2022 Bond Referendum

For the

Spring Independent School District

Issued: July 24, 2026

Table of Contents

1. SOLICITATION NOTICE

2. SOLICITATION TIMELINE

3. SELECTION PROCESS

4. AWARD/CONTRACT APPROVAL

5. PRE-PROPOSAL CONFERENCE

6. SCOPE OF WORK

7. PROPOSER ELIGIBILITY FOR CONTRACT AWARD

8. PREVAILING WAGE RATES

9. INFORMATION TO BE PROVIDED BY OFFERORS

10. INSTRUCTIONS FOR SUBMISSION OF ELECTRONIC PROPOSALS

SPRING INDEPENDENT SCHOOL DISTRICT

REQUEST FOR QUALIFICATIONS

FOR CONSTRUCTION MANAGER-AT-RISK SERVICES

Two-Step Process CMAR

1. Solicitation Notice.

Pursuant to the provisions of Texas Government Code Chapter 2269, Subchapter F, it is the intention of the Spring Independent School District (the “District” or “Owner”) to select a Construction Manager At-Risk (“CMAR”) via a two-step Request for Qualifications (“RFQ”) process, for the construction of the project described herein. Persons or entities submitting Statements of Qualifications (“SOQ”) and, if qualified, Price Proposals (collectively “Proposals” or “Offers”) are referred to herein as “Offeror(s)”.

1.1. RECIPIENT OF STATEMENTS OF QUALIFICATIONS:

Statements of Qualifications will be received at Spring Independent School District by the following District representative:

CJ Watts Contract Specialist – Procurement Services Spring Independent School District 16717 Ella Blvd Houston, TX 77090 Email: contracts@springisd.org Telephone Number: 281-891-6465

1.2. POINT OF CONTACT FOR QUESTIONS/REQUESTS FOR CLARIFICATION:

Any communication regarding this solicitation, including requests for clarification, must be added to the SISD procurement system under the ‘Questions’ tab

1.3. SUBMISSION OF STATEMENTS OF QUALIFICATIONS

1.3.1. Electronic Submission: The District’s only method for receiving Statements of Qualifications is through electronic method (via a secure, web-based bidding system available through the Internet). To submit a Statement of Qualifications electronically, Offerors must first register online to receive a login username and password. The District’s online procurement system may be accessed by clicking on the following link:

https://springisd.ionwave.net/Login.aspx. For assistance with the online registration process, please contact Procurement Services at 281-891-6465.

1.4. DEADLINE FOR RECEIPT OF SOQS: SOQs shall be received by the District on or before 2 p.m.

on August 7, 2026. The deadline for Receipt of Step Two Price Proposals will be included in the Step Two invitation sent to the qualified Offerors per the preliminary schedule detailed below.

mailto:contracts@springisd.org https://springisd.ionwave.net/Login.aspx

1.5. LATE PROPOSALS NOT ACCEPTED: No proposal, under any circumstances, shall be acceptable after the date and time set forth in this solicitation or any related addendum. Any proposal received after the published deadline will not be considered.

1.6. SOQ OPENING: Following the deadline for receipt of SOQs, pursuant to the provisions of Tex.

Gov’t Code Section 2269.253(f), the District's staff will publicly open and read aloud the names of the Offerors at 2 p.m. on August 7, 2026 at 15330 Kuykendahl Rd Houston, TX 77090.

Following the deadline for receipt of price proposals in step 2, pursuant to the provisions of Tex.

Gov’t Code Section 2269.253(f), the District's staff will publicly open and read aloud the names of the Offerors and the fees/prices at 2 p.m. on August 28, 2026 at 15330 Kuykendahl Rd Houston, TX 77090.

1.7. CODE OF SILENCE: By Spring ISD policy CAA (REGULATION), until a contract is fully executed between Spring ISD and the selected Proposer, the District requires that Proposers and their representatives refrain from contacting members of the Board of Trustees, any members of the district administration (Superintendent, any chief, officer, assistant superintendent, executive director, principal, department head, director, manager), or other SISD representative who has influence on or is participating in the evaluation or selection process. Failure to abide by this requirement may be considered grounds for immediate disqualification, at the sole discretion of the Spring ISD Superintendent of Schools or designee.

2. Solicitation Timeline.

The timeline for the solicitation process associated with this Request for Qualifications is outlined below, as currently planned by the District. The District reserves the right to make any changes as may be required and will notify all participants accordingly.

Step1

First Advertisement July 24, 2026

Release Date July 24, 2026

Second Advertisement July 31, 2026

Pre-Proposal Conference July 28, 2026

Deadline to Submit Questions July 30, 2026

Addendum Issued August 3, 2026

Deadline to Submit SOQ August 7, 2026

Review of SOQ and Scoring August 18, 2026

Step 2

Qualified Vendors Notified August 19, 2026 http://pol.tasb.org/Policy/Code/598?filter=CAA

Deadline to Submit Price Bids August 28, 2026

Review of Price Bids August 28, 2026

Interviews September 3, 2026

Recommendation to the Board September 23, 2026

Board Approval November 10, 2026

Note: This schedule is preliminary and may be modified at the discretion of the Owner.

3. Selection Process.

The selection process for this project will be accomplished in a two-step process as provided in the Texas Government Code Chapter 2269, Subchapter F.

STEP ONE

a. The District will receive, publicly open, and read aloud the names of the offerors at 2 p.m. on August 7, 2026.

b. In accordance with Sections 2269.254, 2269.055, and 2269.56 of the Texas

Government Code and District Policy CV (Local), the District will evaluate submissions on the basis of the following selection criteria and weights:

Points Scoring Procedure

Personnel for this project Proposer’s individual personnel proposed for the work in the RFQ demonstrate similar project experience by showing high proportion of Houston region/school district/governmental entity work, the proposer’s experience, projects of comparable cost, complexity, and timeframe to the work in the RFQ. Organizational approach to the project is clear. Owner will review and evaluate the answers to the Questionnaire and resumes. Personnel teams for this project will be evaluated against other teams.

30 Construction Manager at Risk experience in the construction of K-12 schools and school facilities in the Houston construction market The Owner will consider the proposer’s experience and the proposer’s answers to the Questionnaire found in Attachment 1, including, but not limited to, the record of past performance. The Owner will consider the proposer’s experience on similar projects of the size, scope, and budget of the project in this RFQ. Proposer’s references will be reviewed and evaluated.

Years in business 1 pt for every 5 yrs, max value of 5 pts or 25 yrs;

Value of work in the K-12 market in the last 5 yrs compared to the other proposers, max value of 5 pts, current work in Houston market compared to other proposers, max value of 5 pts, experience with concepts of CMAR compared to other proposers, 10 Previous experience with Spring ISD and its agents The Owner will consider the proposer’s prior experience with Spring ISD and its agents (including, but not limited to, SISD’s architects, engineers, and consultants.) Work at SISD must be known by the evaluator. Previous work at SISD where current SISD employees or its agents including but not limited to architect and engineer will not be scored.

20 Proposer’s Experience and Reputation Proposer’s references will be reviewed and evaluated. Number of years as a contractor with a specific experience in education facilities construction projects of the same or similar type and size of this project. Proposer has a record of performance of satisfactory maintenance, repair, and service. The Owner will also consider the general reputation of the proposer, including, without limitation, knowledge, reliability, character, skill and stability.

5 Safety Record of Construction Manager at Risk Responses are scored up to 5 points. Proposer’s Occupational Safety and Health Administration (OSHA) inspection logs for the last three years, a loss analysis from the proposer’s insurance carrier, and a loss history covering all lines of insurance coverage carried by the proposer should be submitted and will be reviewed and evaluated.

Relationship with subcontractors The Owner will consider the proposer’s general reputation and relationship with subcontractors.

Proposer’s references will be reviewed and evaluated.

5 Proposers history with claims, suits, or failure to perform.

Proposer shows no or limited past history of claims, suits, and failure to perform.

STEP TWO

a. A short list of up to five (5) CMAR finalists will be determined by the selection committee, based on the above-detailed selection criteria and ranking evaluation. A maximum of five CMAR finalists will be notified and asked to submit responses to a Request for Proposals.

b. The proposals will be evaluated to determine the offeror that submits the proposal that offers the best value to the District, based on the following criteria:

20 Estimated CM-at-Risk Cost (proposed CM fee x estimated construction budget plus general conditions cost) and Pre-Construction Services Fee Pre-construction services maximum value 3 pts, CMAR fee maximum value 7 pts, general conditions cost maximum points 10 pts. Proposers will receive an assigned share of the total available points for each criterion. A formula will be used as follows to determine each proposer’s percentage above the low bid for each criterion. The lowest overall proposal will receive the maximum amount of points per criterion (i.e., lowest pre-construction services fee received 3 pts, lowest CMAR fee receives 7 pts, and lowest general conditions cost receives 10 pts); the other proposals receive fewer points in descending order based on the computed spread between low and high proposals for each criterion.

30 Proposed Project Team and Interview Proposers’ Project Team, including competency, experience, and reputation, as well as the firm’s presentation during the interview process will be evaluated, including an overall approach to the project. The following individuals must participate in the interview: project manager, project superintendent, pre-construction manager, and one project executive; no other representative(s) of Proposer will be permitted in the interview.

50 Qualifications Ranking/Score from Step One

All responses in Offerors’ SOQs and Price Proposals may be used to rank construction managers at risk based on the criteria. The District reserves the right to verify the accuracy and completeness of all responses by utilizing any information available to the District without regard to whether such information appears in your Proposal.

The District reserves the right to waive any informality and to reject or accept any or all Qualifications and/or Proposals. Proposals that have been opened may not be changed for the purpose of correcting an error in the price. Other than price, a proposer may have the right to change any other error or mistake in the proposal as may be permitted by applicable law and subject to the approval of the District, unless such change would be in contravention of statutory or common law requirements or unless such change would give an unfair advantage to the proposer making such change.

By submitting a SOQ and/or a Price Proposal, each Offeror agrees to waive any claim it has or may have against the District, the Architect/Engineer, and their respective trustees, agents and employees, and any reference sources, arising out of or in connection with the administration, evaluation, or recommendation of any submission; waiver of any requirements under the Procurement Documents; acceptance or rejection of any SOQ/Proposal; and award of a Contract. All costs related to the preparation and submission of a Statement of Qualifications and Price Proposal shall be the responsibility of the Offeror.

The District shall have no contractual obligation to any Offeror, nor will any Offeror have any property interest or other right in the contract or work being proposed unless and until the contract is unconditionally executed and delivered by all parties, and all conditions to be fulfilled by the Construction Manager have either been so fulfilled by the Construction Manager.

4. Award/Contract Approval.

Award of a contract, if any, will be made to the proposer who submits the proposal that offers the best value for the District, based on (a) the selection criteria in this request for qualifications and the weighted value for those criteria listed in this procurement solicitation; and (b) the District’s ranking evaluation. Tex. Gov’t Code § 2269.254(a). SISD must first attempt to negotiate a contract with the selected proposer. Tex. Gov’t Code § 2269.254(b). If SISD is unable to negotiate a satisfactory contract with the selected proposer, SISD must, formally and in writing, end negotiations with that proposer and proceed to the next proposer in the order of the selection ranking until a contract is reached or negotiations with all ranked proposers end all proposals are rejected. Tex. Gov’t Code § 2269.254(c).

This procurement, any award under this procurement, and the resulting contract, if any, is subject to approval by the Spring ISD Board of Trustees. Subsequent to required approval, the only person authorized to commit SISD contractually is the Superintendent or his designee. This solicitation is an invitation for sealed SOQs/proposals and neither this solicitation nor the response or the proposal from any prospective proposer/contractor shall create a contractual relationship that would bind SISD until such time as both SISD and the selected proposer/contractor sign a legally binding contract, which includes, without limitation, the terms required by SISD.

A response to this procurement solicitation is an offer to contract with the District based upon the terms, conditions, scope of work, and specifications contained in this procurement solicitation and the construction documents. A contract is not formed unless and until a proposal is accepted and awarded by SISD after approval by the Spring ISD Board of Trustees. The contract between SISD and the Construction Manager shall be the “Standard Form of Agreement between Owner and Construction Manager as Contractor Where the Basis of

Payment is the Cost of the Work plus a Fee with a “Guaranteed Maximum Price,” AIA Document A133-2019, as amended by SISD for this Project, along with the AIA Document A201-2017 General and Supplementary Conditions, as modified by SISD, and Exhibit B Insurance and Bonds Requirements to the A-133. SISD’s modifications to the AIA Documents are included herein as Appendix C. Any exceptions to SISD’s modified AIA Contract Documents must be clearly indicated in the proposer’s submitted proposal. Any exceptions to the modified AIA Contract Documents should be noted in the proposal along with suggested wording for each exception. The District will consider any such exceptions in its evaluation of the Proposer’s proposal but is not obligated to accept any such exceptions or proposed modifications. The Form of Contract is subject to revision at the sole discretion of the District. In the event that a project is awarded to an Offeror and the Offeror requests changes to the District Standard Agreement forms, the District reserves the right to cancel the award and re-award the project to an alternate Offeror. If the Proposer and SISD are unable to resolve any exceptions to the mutual satisfaction of both parties, SISD reserves the right to reject the Proposer’s proposal and award the Contract to another Proposer. Each Proposer, by making its proposal, represents that the Proposer has read, understands, and agrees to SISD’s modifications to the AIA Documents. In the event that a project is awarded to a Proposer and the Proposer requests changes to the Contract Documents, the District reserves the right to cancel the award and re-award the Project to an alternate Proposer. Requests to modify the terms of the Contract Documents during the pendency of this procurement solicitation will be denied.

All savings on the project will be returned to the District at the conclusion of the project.

All actual cost information will be made available to the District or its agent during the entire process. A formal audit of the project may be conducted by an independent third party hired by the District at selected intervals during the construction phase and prior to final payment.

The District will contract separately for all material testing, environmental testing and services, test and air balance, commissioning, and Texas Department of Licensing and Regulation (TDLR) inspections.

5. Pre-Proposal Conference.

A Pre-Proposal Conference will be held on July 28, 2026 at 3 pm at 15330 Kuykendahl Rd, Houston, TX 77090.

6. Scope of Work.

Offerors shall consider the work of the following:

Project Name- CMAR for Westfield High School and Daycare Renovations

Scope of Work

In November 2022, voters within the Spring ISD community approved an $850 million bond to address the longstanding facility, technology, and safety and security needs of the District. The five-year bond project kicked off immediately and work across the district is projected to continue through 2027.

Spring Independent School District (also referred to as “SISD” or “District”) intends to select a General Contractor to serve as Construction Manager-at-Risk to construct, manage, and implement multi campus electrical project as authorized by the Spring Independent School District.

The District will enter into a single agreement with the successful Contractor.

The scope of the project shall consist, but not be limited to, the following: interior renovations to Westfield High School, athletic upgrades, and standalone daycare on site.

Construction Anticipated Start Date is May 2027. Contractor will be required to base Timeline and Schedule to work around Occupancy/Vacancy, Holidays, and weekends as needed.

As part of the required services the selected Construction Manager will provide Pre-Construction phase assistance to the District and its Consultants with the cost estimating and scheduling during the design phase of the work. If it is determined to be in the best interest of the District, the Construction Manager will then construct the project as a Construction Manager-at-Risk.

Spring Independent School District will group, phase, expand, or reduce work scope as necessary to serve the best interests of Spring Independent School District. Accordingly, all candidate Construction Managers are advised that they must accept as a condition of their candidacy that initially identified work scopes may at any time be grouped, phased, expanded, or reduced, other than as originally described, at Spring Independent School District’s sole discretion.

The project has a construction budget of $16,000,000.00. IDG Architects will be the Architect of record.

Estimated Time Line

Start Construction May 2027 Substantial Completion May 2028

7. Proposer Eligibility for Contract Award

In order for a proposer to be eligible to be awarded a contract, the qualifications (and if submitted, the proposal) must be responsive to the solicitation and Spring ISD must be able to determine that the proposer is responsible to perform the resulting contract satisfactorily.

Responsive proposals are those that comply with all material aspects of the solicitation, conform to the Procurement Documents, and meet the requirements set forth in this solicitation. Proposals that do not comply with the terms and conditions of the solicitation will be rejected as non-responsive.

Each proposer shall complete, and submit with the proposal, the applicable forms contained in the solicitation. When a special license or permit is required by Federal, State or Local law or ordinance or required by a company or otherwise to perform the work, the proposer must be properly licensed prior to submitting a proposal to SISD and must furnish evidence of such licensing or credentials with the proposal.

Responsible proposers, at a minimum, must meet all the following requirements:

• Be an experienced contractor who has served as a prime contractor on similar construction projects for schools/governmental entities and be knowledgeable about requirements for new construction, including, without limitation, applicable building code requirements;

• Provide a warranty and support for any equipment installed as part of the construction services;

• Possess or is able to obtain adequate financial resources as required to perform under any contract resulting from this procurement solicitation;

• Have a responsible safety record;

• Be able to obtain payment and performance bonds of the types and in the amounts described in this procurement solicitation;

• Comply with all prevailing wage rate requirements;

• The contractor who is awarded a contract resulting from this procurement solicitation must pay not less than the prevailing wage rates determined by SISD to a worker employed by it in the execution of a contract and must keep a record of such, as detailed in this procurement solicitation.

• Be able to obtain all required permits, licenses, etc.

• All permit costs, inspection costs by governmental authorities having jurisdiction and associated fees, including but not necessarily limited to, building permits, sprinkler permits, canopy permits, fence permits, etc. will be paid by the selected proposer.

• Contractor and all subcontractors shall maintain all required licenses, certifications, permits, and any other documentation necessary to perform the contract resulting from this procurement solicitation. Contractor must comply with all state and local building code requirements.

• Submit all required proposal forms. If there are any missing proposal form pages, proposers may be disqualified.

• Be able to comply with the required performance schedule, taking into consideration all existing business commitments.

• Have necessary management and technical capability to perform any resulting contract;

• Be qualified as an established firm regularly engaged in the type of business to provide the items/work required by this solicitation;

• Be registered to do business in the State of Texas;

• Be in good standing with the State of Texas;

• Be otherwise qualified and eligible to receive a contract award under applicable laws and regulations.

Proposals deviating or taking exceptions to the solicitation requirements may not be considered. A person is not eligible to be considered for award of this solicitation or any resulting contract or to be a subcontractor of the proposer or prime contractor if the person assisted in the development of this solicitation or any part of this solicitation or if the person participated in a project related to this solicitation when such participation would give the person special knowledge that would give that person or a prime contractor an unfair advantage over other proposers.

8. Prevailing Wage Rates.

A worker, laborer, or mechanic employed on a public work by or on behalf of SISD shall be paid:

(1) not less than the general prevailing rate of per diem wages for work of a similar character in the locality in which the work is performed; and (2) not less than the general prevailing rate of per diem wages for legal holiday and overtime work.

The SISD Board has determined the general prevailing rate of per diem wages in the locality in which the public work is to be performed for each craft or type of worker needed to execute the contract and the prevailing rate for legal holiday and overtime work. Attached hereto as Exhibit B are the prevailing wage rates adopted by the SISD Board.

The contractor who is awarded a public works contract by SISD or a subcontractor of the contractor shall pay not less than the prevailing wage rates determined by SISD to a worker employed by it in the execution of the public works contract. A contractor or subcontractor who violates the requirement to pay prevailing wage rates shall pay to SISD, $60 for each worker employed for each calendar day or part of the day that the worker is paid less than the wage rates stipulated in the public works contract; SISD shall specify this penalty in the public works contract.

Obligation to keep Prevailing Wage Rates Records. A contractor and subcontractor employed on an SISD public works contract shall keep a record showing:

(1) the name and occupation of each worker employed by the contractor or subcontractor in the construction of the public work; and

(2) the actual per diem wages paid to each worker.

The record shall be open at all reasonable hours to inspection by SISD officers and agents. Tex.

Gov’t Code § 2258.024.

9. Information to be Provided by Offerors.

Offerors participating in this Request for Qualifications must include the following information and required documents within their Proposal:

9.1. Offeror Statement of Qualifications (per the information requested in “Attachment #1”). All information to be provided in the sequence and format prescribed in Attachment #1.

9.2. Miscellaneous Required Documents. Offerors must complete and include the required documents with their Qualifications as detailed herein.

NOTE: Offerors submitting their qualifications electronically through the District’s online bidding system must submit their Statements of Qualifications and all required documents as PDF (Portable Document File) documents and must upload them to the bidding system under the ‘Response Attachments’ tab.

For assistance with uploading and attaching documents to the online bidding system, please contact the District’s Procurement Services department at 281-891-6465.

10. Instructions for Submission of Electronic SOQs.

Offerors submitting their qualifications electronically through the District’s online bidding system must adhere to the following instructions:

DEADLINE FOR ELECTRONIC SUBMISSION OF SOQS/PROPOSALS: SOQs submitted electronically via the District’s online bidding system (“System”) must be submitted prior to 2:00 pm (CST) on August 7, 2026. After such time, the System “locks” and does not allow the submission of any responses.

Respondents are encouraged to submit their electronic responses with plenty of time in advance of the deadline indicated to ensure a timely response. The District will not be responsible for lateness of receipt due to Internet delays or any other circumstances.

10.1. WITHDRAWING (‘RETRACTING’) SOQS: SOQs may be withdrawn for any reason prior to the submission deadline indicated above. To do so, vendors must click on the ‘Retract’ option available within the system. Respondents who retract a response may then perform any corrections and resubmit the response, if desired, prior to the submission deadline. After the submission deadline, no proposal may be withdrawn without prior approval by the District’s Supply Chain Services office. Any proposal authorized by the District to be withdrawn after the submission deadline will be null and void and may no longer be considered for award.

10.2. NOTICE OF NO SUBMISSION: Should you opt not to participate, please indicate “No Bid” within the System and provide a brief explanation as to your decision not to participate.

10.3. REVIEW/RESPOND TO ITEMS WITHIN THE EUNA PROCUREMENT SYSTEM: Within the System, proposing Offerors shall review all information provided and respond to all required information (if applicable) that may be listed under the following sections of System:

i. Attachments tab: This section of the e-Sourcing system may contain documents in electronic format (i.e. Word, Excel, PDF, etc.) that require the Vendor’s review and/or completion.

ii. Attributes tab: This section of the e-Sourcing system may contain important Vendor instructions and/or requests from the District for miscellaneous Vendor information. Vendors must review and/or respond to (if applicable) all Attributes associated with this Solicitation.

10.4. PROVIDE REQUIRED DOCUMENTS (‘RESPONSE ATTACHMENTS’), AS INSTRUCTED HEREIN:

This Solicitation requires Offerors to include various documents as part of their Proposal. All required documents must be uploaded into the District’s online bidding system as electronic documents under the ‘Response Attachments’ Tab. Unless specified otherwise within this Solicitation, the documents should be uploaded in PDF file format (either as separate attachments or combined into a single PDF file). Any required documents not provided by the proposing Offeror may be grounds for disqualification from participation in this Solicitation.

11. Reservations and Waivers: This procurement solicitation shall be in accordance with applicable law and District policies and general terms, including the following:

a. This Request for Qualifications does not obligate District to award a contract or pay any costs incurred by the proposer in the preparation and submittal of a proposal. The District assumes no financial responsibility for any costs incurred by proposers in developing and submitting a proposal, participating in pre-bid meetings, or any other costs incurred by proposers in connection with this procurement solicitation.

b. THE DISTRICT, IN ITS SOLE DISCRETION, RESERVES THE RIGHT TO ACCEPT

ANY SOG/PROPOSAL AND/OR REJECT ANY AND ALL SOQS/PROPOSALS OR A

PART OF A SOQ/PROPOSAL, WITHOUT REASON OR CAUSE, SUBMITTED IN

RESPONSE TO THIS SOLICITATION.

c. THE DISTRICT RESERVES THE RIGHT TO REJECT ANY NON-RESPONSIVE OR

CONDITIONAL SOQ OR PROPOSAL.

d. THE DISTRICT RESERVES THE RIGHT TO WAIVE ANY FORMALITIES, IRREGULARITIES, AND/OR TECHNICALITIES IN THIS SOLICITATION, THE

CONSTRUCTION AND/OR PROCUREMENT DOCUMENTS, AND/OR ANY

SOQS/PROPOSALS RECEIVED OR SUBMITTED.

e. BY SUBMITTING A SOQ/PROPOSAL, PROPOSER AGREES TO WAIVE ANY CLAIM

IT HAS OR MAY HAVE AGAINST THE DISTRICT AND/OR ITS BOARD MEMBERS,

ADMINISTRATORS, EMPLOYEES, AND/OR AGENTS ARISING OUT OF OR IN

CONNECTION WITH (1) THE ADMINISTRATION, EVALUATION, OR

RECOMMENDATION OF ANY SOQ/PROPOSAL; (2) ANY REQUIREMENTS UNDER

THE SOLICITATION, PROCUREMENT PACKAGE, OR RELATED DOCUMENTS; (3)

THE REJECTION OF ANY SOQ/PROPOSAL OR ANY PART OF ANY

SOQ/PROPOSAL; AND/OR (4) THE AWARD OF A CONTRACT, IF ANY.

f. The District reserves the right to withdraw/cancel this solicitation at any time for any reason, remove any scope component for any reason and to issue such clarifications, modifications and/or amendments as deemed appropriate by SISD, in its sole discretion.

g. A proposal that has been submitted to SISD may be withdrawn prior to the deadline for submission of proposals.

h. Proposals received will become a part of the District’s official files without further obligation to the respondents.

i. Offerors shall not, under penalty of law, offer any gratuities, favors, or anything of monetary value to any officer or employee of SISD, or to any consultant, employee, or member of SISD for the purpose of or having the effect of influencing favorable disposition toward their own proposal or any other proposal submitted hereunder.

j. No employee, officer, or member of SISD shall participate in the selection, development of a response to this procurement solicitation, award or administration of a contract resulting from this procurement solicitation if a conflict of interest, real or apparent, would be involved.

k. Proposers shall not engage in any activity that will restrict or eliminate competition. This does not preclude joint ventures or subcontracts.

l. Any Proposer who submitted a proposal may appeal SISD’s award, if the appeal is based on deviations from laws, rules, regulations, or SISD Board policies. SISD Board Policy GF (Local) applies to any Proposer wishing to appeal a proposal and/or award of a contract. In accordance with Policy GF (Local), a Proposer shall submit a complaint/appeal form by hand-delivery, fax, or U.S. mail, to SISD’s General Manager of Operations. Complaints/appeals must be received by the close of business on or before the 15th SISD business day after award of the contract. In the event Proposer is unsure about the award of the contract, it is the Proposer’s responsibility to contact SISD on the next business day after the award is announced and verify details concerning the award.

ATTACHMENT # 1

REQUIREMENTS FOR

OFFEROR’S STATEMENT OF QUALIFICATIONS

INSTRUCTIONS: Offerors submitting a Statement of Qualifications must provide the following information about their organization. All information to be provided in the sequence and format prescribed herein.

Construction Manager-At-Risk: Request for Qualifications Questionnaire

Please provide the following information in the sequence and format prescribed by this questionnaire. Supplemental materials providing additional information may be provided in a separate format, but the information requested below is to be provided in this format.

1. Firm Information

1.1. Name of Firm:

1.2. Address of Principal Office

1.3. Phone and Fax:

1.4. Form of Business Organization (corporation, partnership, individual, joint venture, other?)

1.5. Year Founded:

1.6. Primary Individual to Contact:

2. Organization

2.1. How many years has your organization been in business in its current capacity?

2.2. How many years has your organization been in business under its present name? Under what other or former names has your organization operated?

2.3. If your organization is a corporation, answer the following: Date of incorporation, State of incorporation, President's name, Vice-President’s name(s), Secretary's name, and Treasurer's name.

2.3.1. If your organization is a partnership, answer the following: Date of organization, Type of partnership (if applicable), and Name(s) of general partner(s).

2.3.2. If your organization is individually owned, answer the following:

Date of organization, Name of owner.

2.3.3. If the form of your organization is other than those listed above, describe it and name the principals.

2.4. What is the annual dollar value of work done in the Houston area for the five-year period of 2021-2025, and what percentage of your total work does this represent?

2.5. What percentage of your work in the last five years has been K-12 school construction?

3. Experience

3.1. Completed Work within the last five years: List up to the last ten (10) school projects of similar scope constructed by your organization; For each project, provide the name, nature of the project/function of the building, construction delivery method, size (SF), location, cost, contractual completion date, actual completion date, owner and architect (and their phone numbers). Please limit this section to fifteen (15) total pages.

3.2. Current Work: List up to ten (10) school facility projects currently under construction by your organization, particularly in the Houston area; For each project, provide the name, nature of the project/function of the building, project delivery method, size (SF), location, cost, contractual completion date, actual completion date, owner and architect (and their phone numbers).

3.3. Using one or more of the projects listed in 3.1 and 3.2 as examples, describe the pre-construction services provided and the benefits to the Owner from using your organization as their Construction Manager. Please limit response to two (2) pages.

3.4. List the categories of work that your organization normally performs with its own forces. Would you propose to do any work with your own forces?

3.5. List any subcontractors in which your organization has some ownership and list the categories of work those subcontractors normally perform.

3.6. Claims and suits (If the answer to any of the questions below is yes, please provide details).

a. Has your organization ever failed to complete any work awarded?

b. Are there any judgments, claims, arbitration or mediation proceedings or suits, pending or outstanding against or involving your organization or its officers? (If the answer is yes, please provide details.)

c. Has your organization filed or been involved in any lawsuits, mediation, or arbitration with regard to construction contracts within the last five years? (If the answer is yes, please provide details.)

3.7. Within the last five years, has any officer or principal of your organization ever been an officer or principal of another organization when it failed to complete a construction contract? (If the answer is yes, please provide details.)

3.8. Describe your organization’s safety program and provide your Occupational Safety and Health Administration (OSHA) inspection logs for the last three years, a loss analysis from the proposer’s insurance carrier, and a loss history covering all lines of insurance coverage carried. Include any safety awards your company has received within the past 5 years.

4. Financial Information

4.1. Attach a Dunn and Bradstreet report or an audited financial statement, including your organization's latest balance sheet and income statement showing the following items:

a. Current assets (e.g., cash, joint venture accounts, accounts receivable, notes receivable, accrued income, deposits, materials inventory, and prepaid expenses).

b. Non-current assets (e.g., net fixed assets, other assets).

c. Current liabilities (e.g., accounts payable, notes payable, accrued expenses, provision for income taxes, advances, accrued salaries and accrued payroll taxes).

d. Non-current liabilities (e.g., notes payable).

e. Capital accounts and retained earnings (e.g., capital, capital stock, authorized and outstanding shares par value, earned surplus, and retained earnings).

4.2. Name and address of firm preparing attached financial statement and date thereof.

4.3. Is the attached financial statement for the identical organization named under item

4.1 above? If not, explain the relationship and financial responsibility of the organization whose financial statement is provided (e.g., parent subsidiary).

4.4. Will the organization whose financial statement is attached act as guarantor of the contract for construction?

4.5. Provide name, address and phone number of your financial institution.

4.6. Surety: Name of bonding company and name address, and phone number of agent.

4.7. A statement showing your firm’s total bonding capacity as well as the firm’s current available bonding capacity.

4.8. Your firm’s insurance certificate showing coverage limits for commercial general liability, automobile, workers compensation, and umbrella policies.

5. Experience with concepts for working as a Construction Manager-At-Risk

5.1. Describe your organization's concepts for working in a team/integrated relationship with the Owner and Architect during the design and construction of major projects.

a. Estimating: Describe your organization's methods for estimating costs. It is anticipated that a portion of the GMP may be furnished prior to completion of construction documents. Describe your past success in this area. Provide a list of CM at Risk projects (referencing projects you noted items 3.1 and

3.2 when possible) indicating at what percentage a GMP was submitted to the Owner.

b. Scheduling: describe your organization's methods for scheduling during the design documents phase and the construction phase.

5.2. Cost Information: Your firm would be required to make all cost information available to owner and architect during design and construction. Describe how this information would be furnished and how the owner and architect would be assured that it is complete and accurate.

5.3. Describe your organization’s experience with working with the Owner and Architect on a project with similar size and scope.

6. Personnel

6.1. Given the scope and schedule of the project(s), identify the available personnel proposed (i.e., Project Manager, Job Superintendent or Superintendent(s), Estimator and Field Operations) to work on the project(s). Provide a resume and references for each individual. Prior to contracting with a construction management firm, Spring Independent School District will interview the Project Manager/Job Superintendent that will be assigned to the project. Please reference these personnel to projects listed in items 3.1 and 3.2 and explain how these personnel align with the proposed projects.

6.2. Company Philosophy:

a. What do you bring to the project team (SISD, Architect and CM) that is unique?

b. What is your role in ensuring that the Architect, Owner and

Construction Manager work as a team? How will you resolve team conflict?

7. References (Name, organization, telephone, fax, & e-mail – if available)

7.1. Provide five (5) owner/client references

7.2 Provide five (5) subcontractor references

7.3 Provide five (5) architect engineer/consultant references

8. Claims and Litigation

8.1. In your Company’s entire history, including time under former names or ownership, have there been or are there currently any judgments, claims, arbitration, or mediation proceedings, or suits against your Company or its officers? If yes, include the issues and outcome for each instance.

8.2. Describe all instances of project disputes, which, in the last five (5) years, reached the level of formal mediation, arbitration, or litigation. For each dispute, describe the parties involved, the nature of the dispute, and the amount in the dispute. Please provide this information for all the disputes arising out of the company’s projects, regardless of whether the firm was a party or a witness in the dispute.

8.3. In the last five (5) years has your firm had a contract with an Owner terminated?

If yes, describe the parties involved, the nature of the dispute, and the amount in the dispute.

8.4. Has the company or any of its owners/principals ever been declared bankrupt or filed for protection from creditors under state or federal proceedings? If yes, state the date, court, jurisdiction, cause number, amount of liabilities and amount of assets.

Appendix A

Guidelines for Pre-construction services provided to SISD and its Architect:

A. The Project Manager, the estimator, and the project superintendent shall attend and actively participate in regular design meetings and on-site investigations with the District and Architect to review the project status and review and update the construction cost estimate.

B. Advise the District and Architect regarding site use and improvements, phasing of the various projects, selection of materials, building systems and equipment.

C. Provide recommendations on construction feasibility including estimates of alternative designs or materials, preliminary budgets, phasing and possible economies.

D. The CM-At-Risk will be accountable for the construction budget from the schematic design phase through the completion of the project.

1. Prepare, and periodically update, a preliminary Project schedule based upon District established milestones for the Architect’s and the District’s review.

2. The Construction Manager shall coordinate and integrate the preliminary Program/Project schedule with the services and activities of the District, Architect and Construction Manager. As design progresses, the preliminary Program/Project schedule shall be updated to indicate proposed activity sequences and durations, milestone dates for receipt and approval of pertinent information, and submittal of the Guaranteed Maximum Price proposal.

E. Construction Manager shall monitor changes from schematic design, to design development, and Construction Documents; and advise the District and Architect of their cost impact as they occur.

F. During the preparation of the Construction Documents, the Construction Manager shall update and refine the cost estimate at established milestones, i.e., 50%, 75%. The CM shall do this with input from Subcontractors and their other resources, as necessary to provide accurate and reliable estimates.

G. At each project development milestone, from Schematic Design to Construction Documents, each estimate shall be in a format that allows comparison from one milestone to the next.

H. If any estimate submitted to the District exceeds previously approved estimates the Construction Manager shall make recommendations to the District and Architect to reduce the cost of the project within seven (7) days. The CM shall identify greatest contributors to estimate overages.

I. The Construction Manager shall recommend to the District and Architect a schedule for procurement of long-lead time items that will constitute part of the Work as required to meet the Project schedule.

J. The construction manager may be required to provide a GMP at 90% completed Construction Documents which shall be the sum of the estimated Cost of the Work and the Construction Manager’s Fee and General Conditions. Additionally, the CM may be required to do multiple GMPs, including early packages.

K. The CM shall solicit Competitive Sealed Proposals from subcontractors as outlined in Texas Government Code Section 2269.255, and shall:

1. Receive at least three (3) proposals from qualified subcontractors and suppliers for performance of all major elements of work.

2. If the CM is self-performing any work, its proposal shall be received by Spring ISD 24 hours prior to the competitive sealed proposals for the GMP. These proposal(s) shall be submitted in a sealed envelope.

3. Distribute proposal packages and confirm scope of work.

4. Review proposals with District and Architect, prior to Contract Award, per Texas

Government Code Section 2269.256.

5. Provide copy of all subcontractor bids to District and Architect.

L. The CMAR should provide a detailed divisional cost breakdown including breakdown of materials, and quantities, not just cost per sq foot.

M. The CMAR should actively participate in the pursuit of a permit with the county, and identify any potential delays that are tied to construction ex; permanent power, utilities, etc.

N. CMAR should provide a proposed Phasing of construction. By Schematic Design the CMAR should identify bid packages that would improve the schedule.

SCHEDULE “A”

GENERAL CONDITIONS

8.1 General Conditions consist of all materials, personnel, and services needed to equip the Construction Manager with the best resources to oversee the timely completion of the project.

General Conditions usually include everything that is not directly used in the construction project.

The following items will be considered as General Conditions or any other item the CM deems a general condition of the contract and will not be included as part of the Construction Services Fee. The Cost of these General Conditions shall be provided by the CM as a percentage of the Price Bid. This percentage will be subject to negotiations between the Owner and Offeror. The following items will be considered as general conditions of the contract and will not be included as part of the Construction Managers’ fee. The cost of these general conditions will be submitted independently of the fee. The cost of these items will be reviewed, negotiated, and agreed upon before the GMP is approved, and itemized on each payment application as necessary to fully document. In addition to the below, minor work that may be included in the general conditions as allowed by Texas Government Code § 2269.255 is also included as general conditions.

General Conditions %

Cost General Conditions % Cost

Project Executive Job Signage/Advertisement Project Manager Office Trailer General Superintendent Job Telephone, Cell Phones, DSL Data

Line

Assistant Superintendent Job Office Supplies Project/Cost Engineer Job Office Expenses Mobilization/Demobilization Job Office Furniture Vehicle Expenses Contractor’s Computers / Software Contractor’s Computers / Software Field Office Utilities Accounting Mobilization/Demobilization Plans/Surveys/Blue Prints Vehicle Expenses General Purpose Labor Temp. Electrical/Gas/Water Bill Sales Tax on Unincorporated GD Material Building and Site dewatering Payroll / Taxes / Insurance Security Safety Training and Programs Final Building Cleanup Safety Equipment Fire Protection First Aid Supplies Small Tools and Equipment Close-Out Documents CPM Schedule and Project Controls Chemical Toilets Continuous Jobsite Clean-up Dumpster/Trash Haul

SCHEDULE “B”

INSURANCE COVERAGE

REQUIREMENTS

Contractor must obtain and keep in effect during the term of the contract, insurance coverage in the below listed types and minimum amounts. As evidence of insurance coverage, the Contractor must furnish to SISD certificate(s) of insurance as detailed in Exhibit B to the AIA Document A 133- 2019.

Type of Coverage Amount of Coverage

Liability and other insurance

As detailed in Exhibit B to the AIA Document A133-2017, Insurance and

Bonds, as modified by SISD

Workers Compensation &

Employers Liability Insurance

As detailed in Exhibit A hereto and Exhibit B to the AIA Document A133-

2017, Insurance and Bonds, as modified by SISD

Contractor must perform the duties and responsibilities pertaining to required workers’ compensation coverages, as detailed in Exhibit B to the AIA Document A133, Insurance and Bonds, as modified by SISD.

Contractor shall provide SISD with a certificate of coverage for each person providing services on the project, prior to that person’s beginning work on the project. This provision includes all persons or entities performing all or part of the services the contractor has undertaken to perform on the project, regardless of whether that person contracts directly with the contractor and regardless of whether that person has employees. This includes, but is not limited to, independent contractors, subcontractors, leasing companies, motor carriers, owner-operators, employees of any such entity, or employees of any entity furnishing persons to perform services on the contract. Services include, but are not limited to, providing, hauling, or delivering equipment or materials, or providing labor, transportation, or other services related to a project.