274-2025-CM-P-04.pdf

(v.10-01-2022)

Request for Qualifications # 274-2025-CM-P-04

Title: Multi-Project RFQ for Commissioning Services for:

• John Chavis Memorial Park Aquatic Center

• Tarboro Road Park Redevelopment

• Sertoma Arts Center Improvements

Issue Date: 01/30/2025

Due Date: 02/28/2025 not later than 4pm ET

Issuing Department: Engineering Services Department

Direct all inquiries concerning this RFQ to:

Kevin Roberts Senior Construction Project Manager Email: Kevin.Roberts@Raleighnc.gov mailto:Kevin.Roberts@Raleighnc.gov

Table of Contents

1. Introduction

1.1. Purpose

1.2. Background

1.3. RFQ Timeline

1.4. Pre-Submittal Conference

1.5. Questions

1.6. Submittal Requirements and Contact Information

1.7. MWBE Participation Form

1.8. Rights to Submitted Material

1.9. Communications

1.10. Lobbying

1.11. Conflicts of Interest

1.12. Proposer Expenses

1.13. Proposer Acceptance

1.14. Federal Funding Requirements

2. Qualifications Package

2.1. Request for Qualifications Required Document Format

2.2. Hourly Rates

2.3. Qualifications Package Documents

3. Proposal Evaluation

3.1. Evaluation Criteria

3.2. Final Selection

3.3. Notice to Proposers Regarding RFQ Terms & Conditions

3.4. Contract Term…………………………………………………………..12

4. Scope of Services

Appendix I – Hourly Rate Schedule

Appendix II – Proposer Questionnaire

Appendix III – Reference Questionnaire (Instructions)

Appendix III – Reference Questionnaire Form

Appendix IV – MWBE Participation Form

Appendix V – Contract Standard Terms & Conditions

Appendix VI – Federal Provisions and Requirements…………………………29

Appendix VII – Submittal Checklist

Appendix VIII – Example Commissioning Scope

1 INTRODUCTION

1.1 Purpose

The City of Raleigh is soliciting Requests for Qualifications (RFQ) from firms with expertise in the commissioning of community centers, aquatic facilities, art centers, and or other municipal buildings to provide commissioning services for multiple Park Projects. Project listing is as follows:

• John Chavis Memorial Park Aquatic Center

• Tarboro Road Park Redevelopment

• Sertoma Arts Center Improvements

A detailed scope of services is provided in Section 4 Scope of Services.

The City reserves the right to select and award a single commissioning contract for all the projects, or select and award multiple commissioning contracts, one or more for each project, or any combination, as deemed to be in the best interest of the City.

Information related to this solicitation, including any addenda, will be posted to the North Carolina Electronic Vendor Portal System (NC eVP) at: https://evp.nc.gov/ .

All questions related to this solicitation must be submitted in writing (via email) to the following individual:

Contact Name Email Address Kevin Roberts Kevin.Roberts@Raleighnc.gov

Questions submitted via telephone will not be answered.

1.2 Background

The City of Raleigh, the Capital City of North Carolina, remains one of the fastest growing areas in the country. A great economy, top educational institutions, and exceptional health care facilities are some of the characteristics that attract people to the triangle area. The mild climate, diverse work force and proximity to Research Triangle Park combine to make Raleigh a great place to live.

Raleigh is a 21st Century City of Innovation focusing on environmental, cultural, and economic sustainability. The City conserves and protects our environmental resources through best practice and cutting-edge conservation and stewardship, land use, infrastructure and building technologies. The City welcomes growth and diversity through policies and programs that will protect and enhance Raleigh’s existing neighborhoods, natural amenities, history, and cultural and human resources for future generations. The City leads to improve quality of life for neighborhoods and standard of living for all citizens.

The City works with universities, colleges, citizens, and local partners to promote new technology, create new job opportunities, and encourage local businesses and entrepreneurs. The City enlists and prepares 21st Century staff with the skill sets to carry out https://evp.nc.gov/ the duties of the City through transparent civic engagement and by providing the very best customer service to our citizens.

The Engineering Services Department is recognized as a leader in providing full-service, comprehensive engineering and facility operational services for the City. The department’s vision focuses on innovative, efficient, and effective management and delivery of modern public infrastructure assets for the Raleigh community. This is accomplished through strategic planning, key partnerships, teamwork, and collaborative implementation leading to focused, measurable, and beneficial results and outcomes.

Through strategic alignment within Engineering Services Department and across the City team, capital improvement projects seek to incorporate leading sustainable and resilient infrastructure and natural resource management practices that protect and add to the vibrancy and quality of life in Raleigh.

The projects listed for commissioning services solicitation are selected from the City of Raleigh Parks, Recreation and Natural Resources – Park Bond 2022. This bond was approved through ballot voting by the citizens of Raleigh, NC. Only projects listed in this submittal are included in the request for qualifications.

1.3 RFQ Timeline

Provided below is a list of the anticipated schedule of events related to this solicitation. The City of Raleigh reserves the right to modify and/or adjust the following schedule to meet the needs of the project. All times shown are Eastern Time (ET):

RFQ Process Date and time

RFQ Advertisement Date 01/30/2025

Pre-Submittal Conference 02/13/2025 at 10:00am

Deadline for written questions 02/14/2025 by 3:00 pm

City Response to Questions (anticipated) 02/21/2025

Submittal Due Date and Time 02/28/2025 by 4:00 pm

Evaluation Meeting (anticipated) March 2025

Interviews (if required) March 2025

Selection Announcement (tentative) March 2025

1.4 Pre-Submittal Conference

The City will conduct a Pre-Submittal Conference. Attendance by prospective proposers is strongly encouraged but is not mandatory. Prospective Proposers are encouraged to prepare written questions in advance of the conference. The Pre-Submittal Conference will be conducted virtually on Microsoft Teams on 02/13/2025 at 10:00 am. Contact Kevin Roberts at Kevin.Roberts@Raleighnc.gov by 4:00 pm on 02/12/2025 to obtain the Pre-Submittal Conference link.

1.5 Questions

Requests for clarification and questions to this RFQ must be received by the City not later than the date shown above in Section 1.3 RFQ Timeline, for the submittal of written inquires.

The firm’s failure to request clarification and submit questions by the date in the RFQ Timeline above shall be considered to constitute the firm’s acceptance of all City’s terms and conditions and requirements. The City shall issue addenda reflecting questions and answers to this RFQ, if any, and shall be posted to North Carolina Electronic Vendor Portal (eVP). No information, instruction or advice provided orally or informally by any City personnel, whether made in response to a question or otherwise in connection with this RFQ, shall be considered authoritative or binding. Respondents shall be entitled to rely only on written material contained in an Addendum to this RFQ.

It is important that all Respondents submitting to this RFQ periodically check the North Carolina Electronic Vendor Portal (eVP) for any Addenda. It is the Respondents responsibility to ensure that all addenda have been reviewed and, if required signed and returned.

All questions related to this solicitation must be submitted in writing (via email) to the following individual:

Contact Name Email Address Kevin Roberts Kevin.Roberts@Raleighnc.gov

Questions submitted via telephone will not be answered.

1.6 Submittal Requirements and Contact Information

Proposals must follow the format as defined in Section 2 Qualifications Package and be addressed and submitted as follows:

DELIVERED BY US POSTAL SERVICE

MAIL:

DELIVERED BY OTHER DEIVERY

SERVICES:

City of Raleigh City of Raleigh ATTN: Kevin Roberts ATTN: Kevin Roberts Engineering Services /Construction Management – Parks Division

Engineering Services /Construction Management – Parks Division

PO Box 590 Raleigh, NC 27602 RFQ No. 274-2025-CM-P-04

222 W. Hargett St., Suite 400 Raleigh, NC 27601 RFQ No. 274-2025-CM-P-04

(Allow adequate time for US Postal Service delivery to reach the contact above. This could require several days. Other delivery methods are encouraged).

Proposals must be enclosed in a sealed envelope or package and clearly marked with the name of the submitting company, the RFQ number and the RFQ Title.

Proposers must submit:

A. one (1) signed original;

B. one (1) electronic version of the signed original;

C. and five (5) copies of the signed proposal.

The electronic version of the Proposal must be submitted as a viewable and printable Adobe Portable Document File (PDF) on a flash drive. Both hard copy and electronic versions must be received by the City on or before the RFQ date and time provided in Section 1.3 RFQ Timeline. Proposals received after the RFQ deadline above will not be considered and will be returned unopened to the return address provided on the submission envelope.

The City will not accept exceptions to the RFQ. The City’s standard contract will be used for each project. No modifications to the City’s standard contract language will be accepted.

Proposers must respond to the entire Request for Qualifications (RFQ). Any incomplete proposal may be eliminated from competition at the discretion of the City of Raleigh. The City reserves the right to reject any or all proposals for any reason and to waive any informality it deems in its best interest.

Submittals that arrive after the due date and time will not be accepted or considered for any reason whatsoever. If the firm elects to mail in its response, the firm must allow sufficient time to ensure the City’s proper receipt of the package by the time specified in Section 1.3 RFQ Timeline. Regardless of the delivery method, it is the responsibility of the firm to ensure that their response arrives at the designated location specified in this Section 1.6 by the due date and time specified in Section 1.3 RFQ Timeline.

1.7 MWBE Participation Form

The City of Raleigh prohibits discrimination in any manner against any person based on actual or perceived age, race, color, creed, national origin, sex, mental or physical disability, sexual orientation, gender identity or expression, familial or marital status, religion, economic status, or veteran status. The City maintains an affirmative policy of fostering, promoting, and conducting business with women and minority owned business enterprises.

Complete and submit the MWBE Participation Form (Appendix IV) with your qualification package.

1.8 Rights to Submitted Material

All qualification packages and supporting materials, as well as correspondences relating to this RFQ, shall become the property of the City. The content of all submittals will be held confidential until the selection of the firm is made. Qualifications will be reviewed by the Evaluation Team, as well as other City staff and members of the general public who submit public record requests. Any proprietary data must be clearly marked. In submitting qualifications, each submitting firm/company agrees that the City may reveal any trade secret materials contained in such submittal to all City staff and City officials involved in the selection process and to any outside consultant or other third party who serves on the Evaluation Team or who is hired by the City to assist in the selection process. Qualification submittals marked entirely as “confidential”, “proprietary”, or “trade secret” will be considered non-responsive and will be removed from the evaluation process.

1.9 Communications

All communications of any nature regarding this RFQ with any City staff, elected City officials, evaluation committee members are strictly forbidden from the time the solicitation is publicly posted until award. Questions must be submitted in writing to the individual designated in Section 1.1 Purpose, prior to the deadline provided in Section 1.3 RFQ Timeline. Violation of this provision may result in the firm’s proposal being removed from consideration.

1.10 Lobbying

By responding to this solicitation, the firm certifies that is has not and will not pay any person or firm to influence or attempt to influence an officer or employee of the City or the State of North Carolina, or any elected official in connection with obtaining a contract as a result of this RFQ.

1.11 Conflicts of Interest

City of Raleigh contracts are controlled by three conflict of interest provisions.

First, federal procurement standards provide in 2 CFR 200.318 (c)(1), No employee, officer, or agent may participate in the selection, award, or administration of a contract supported by a Federal award if he or she has a real or apparent conflict of interest. Such a conflict of interest would arise when the employee, officer, or agent, any member of his or her immediate family, his or her partner, or an organization which employs or is about to employ any of the parties indicated herein, has a financial or other interest in or a tangible personal benefit from a firm considered for a contract. The officers, employees, and agents of the non-Federal entity may neither solicit nor accept gratuities, favors, or anything of monetary value from contractors or parties to subcontracts.

Similarly, the North Carolina General Statutes provides a criminal statute for conflicts of interest in public contracting, N.C.G.S. § 14-234(a) states:

(1) No public officer or employee who is involved in making or administering a contract on behalf of a public agency may derive a direct benefit from the contract except as provided in this section, or as otherwise allowed by law. (2) A public officer or employee who will derive a direct benefit from a contract with the public agency he or she serves, but who is not involved in making or administering the contract, shall not attempt to influence any other person who is involved in making or administering the contract. (3) No public officer or employee may solicit or receive any gift, favor, reward, service, or promise of reward, including a promise of future employment, in exchange for recommending, influencing, or attempting to influence the award of a contract by the public agency he or she serves.

City of Raleigh Charter Section 3.9 regulates private transactions between the City and its officials and employees. The Charter states:

No member of the City Council, official, or employee of the City of Raleigh shall be financially interested, or have any personal beneficial interest, either directly or indirectly, as agent, representative, or otherwise, in the purchase of, or contract for, or in furnishing any materials, equipment or supplies to the City of Raleigh, nor shall any official or employee of the City of Raleigh accept or receive, or agree to accept or receive, directly or indirectly, from any person, firm or corporation to whom any contract may be awarded or from whom any materials, equipment or supplies may be purchased by the City of Raleigh, by rebate, gift, or otherwise, any money or anything of value whatsoever, or any promise, obligation or contract for future reward or compensation, for recommending or procuring the uses of any such materials, equipment or supplies by the City of Raleigh;

no member of the City Council, official or employee of the City of Raleigh shall for his own personal benefit operate, directly or indirectly, any concession in any building or on any lands of the City of Raleigh, nor shall any official or employee of the City of Raleigh bid for or be awarded any contract granting concessionary rights of any nature or kind from the City of Raleigh; it shall be unlawful for any member of the City Council, official or employee of the City of Raleigh to bid for or to purchase or to contract to purchase from the City of Raleigh any real estate, equipment, materials, or supplies of any nature or kind whatsoever, either directly or indirectly, at either public or private sale, either singly, or through or jointly with any other person.

1.12 Proposer Expenses

The City of Raleigh will not be responsible for any expenses incurred by any Firm in the development of a response to this Request for Qualifications or any other activities associated with this procurement including but not limited to any onsite (or otherwise) interviews and/or presentations, and/or supplemental information provided, submitted, or given to City of Raleigh and/or its representatives. Further, the City of Raleigh shall reserve the right to cancel the work described herein prior to issuance and acceptance of any contractual agreement/purchase order by the recommended Firm even if the awarding authority for each entity has formally accepted a recommendation.

1.13 Proposer Acceptance

Submission of any proposal indicates a Proposer’s acceptance of the conditions contained in this RFQ. The City of Raleigh has the sole discretion and reserves the right to cancel this RFQ, and to reject any and all proposals, to waive any and all informalities and/or irregularities, if it is deemed to be in the City of Raleigh’s best interests to do so. The City of Raleigh reserves the right to accept or reject any or all of the items in the proposal, and to award the contract in whole or in part and/or negotiate any or all items with individual firms if it is deemed in the City of Raleigh’s best interest. Moreover, the City of Raleigh reserves the right to make no selection if proposals are deemed not in the best interest of the City.

1.14 Federal Funding Requirements

The services and materials to be provided under this contract may be financed in whole or in part with Federal funding. As such, Federal laws, regulations, policies, and related administrative practices may apply to this contract. The most recent of such Federal requirements, including any amendments made after the execution of this contract shall govern this contract, unless the Federal Government determines otherwise. The Federal provisions and requirements identified in Appendix VI (Federal Provisions and Requirements) may be applicable to this contract. The awarded contractor is responsible for complying with all applicable provisions and requirements.

2 QUALIFICATIONS PACKAGE

Submittal responses must follow the format outlined below. The City may reject as non-responsive at its sole discretion any submittal that does not provide complete and/or adequate responses or departs in any substantial way from the required format. Proposers are not required to be considered and evaluated for ALL the projects stated within the RFQ and therefore the proposer must identify the projects they are requesting consideration and evaluation within a single qualifications package. Read the qualification package instructions carefully. Proposers must list the projects for which the proposer is submitting and provide the required qualifications related to the project or projects.

2.1 Request for Qualifications Required Document Format

Responses should be divided using tabs to separate each section, listed sequentially as follows:

Tab 1: Cover Letter

Provide an introduction letter summarizing the unique qualifications of your firm to meet the needs of the project(s). List, in bold, the projects for which the proposer is submitting. This letter should be presented on the firm’s official letterhead, including a signature by an authorized representative who has the authority to enter into a contract with the City on behalf of the firm. Include the name, address, telephone and email address of the individual who serves as the point of contact for this solicitation. The cover letter must include the full Firm name as registered with the NC authorizing agency, mailing address(es), website address, telephone number(s) and licensure number(s). Include a paragraph listing all issued addenda and initial receipt of each addendum.

Tab 2: Corporate Background and Experience

Include background information on the firm and provide detailed information regarding the firm’s experience with similar projects. Provide a list of all similar contracts performed in the past Five to Seven (5 to 7) years, accompanied by at least one (1) owner reference and one general contractor reference (as applicable).

The contact references should include the full name of the person, firm, telephone number and email address. Include the total amount invoiced for each listed project, the length of the project, and list of personnel involved in the project who are also proposed for the subject project named in this solicitation. Failure to provide a list of all similar contracts in the specified period may result in the rejection of the firm’s proposal. For multiple project submission, place the project name at the top of the applicable pages. The evaluation team reserves the right to contact any or all listed references, and to contact other public entities regarding past performance on similar projects. In addition, provide three (3) reference questionnaires in accordance with the requirements in Appendix III.

For at least three (3) projects, provide detailed project summaries, including the following, as applicable:

a. Description of the project including scope.

b. Description of services rendered by the Consultant or team firm.

c. Degree of involvement (prime Consultant or Sub-consultant).

d. Associate firms involved and their assigned responsibilities.

e. Key principal and associate staff members involved, along with their assigned responsibilities.

f. Project design and construction schedule (initial schedule and actual/final schedule), including an explanation of delays, if any.

g. Description of role in design, and commissioning specification development and roles during construction. Describe role in functional system testing and documentation. Describe role in owner training and documentation.

h. For each project for which detailed information is provided, designate which of the following activities were performed on each project and who performed the activity:

i. Assisted in development of owner project requirements.

ii. Reviewed designs and provided comments and recommendations to the owner during design phase.

iii. Managed the LEED design and construction documentation.

iv. Authored the commissioning plan.

v. Authored commissioning specifications for design/construction team.

vi. Inspected and maintained an issues log for construction.

vii. Authored functional test procedures.

viii. Witnessed and documented start-up and functional tests.

ix. Performed functional testing

x. Witnessed and tested sequence of controls for equipment and systems for proper operation.

xi. Managed and performed building envelope testing.

xii. Managed building automation system integration.

xiii. Managed testing and integration of communications, security, network and technology systems.

xiv. Developed or approved staff or occupant training.

xv. Reviewed completed O&M manuals.

xvi. Establish project budget and responsible for final project cost.

Tab 3: Financial Information Review and provide one of the following three (3) financial statement options:

1. Recent audited or reviewed financial statements prepared by an independent certified public accountant (CPA) that shall include, at a minimum, a balance sheet, income statement (i.e., profit/loss statement) and cash flow statement and, if the audited or reviewed financial statements were prepared more than six

(6) months prior to the issuance of this RFQ, the Proposer shall submit its most recent internal financial statements (balance sheet, income statement and cash flow statement or budget with entries reflecting revenues and expenditures from the date of the audited or reviewed financial statements to the end of the most recent financial reporting period (i.e., the quarter or month preceding the issuance date of this RFQ)).

OR

2. Recent compiled financial statements prepared by an independent CPA that shall include, at a minimum, a balance sheet, income statement (i.e., profit/loss statement) and cash flow statement and, if the compiled financial statements were prepared more than three (3) months prior to the issuance of this RFQ, the Proposer shall submit its most recent internal financial statements (balance sheet, income statement and cash flow statement or budget with entries reflecting revenues and expenditures to date), and other evidence of financial stability such as most recently filed income tax return, evidence of a line of credit/loans/other type of financing with statement of amount in use/outstanding balance (e.g., a complete copy commitment letter, loan agreement, billing statement reflecting the line of credit or statement from lender acknowledging the commitment to fund the Proposer’s stated financing), personal guaranty with copies of personal income tax filing and statement of net worth or such other evidence that is accurate, reliable and trustworthy regarding the Proposer’s financial stability.

OR

3. Include a certified, signed statement from a licensed CPA regularly engaged in the review of the firm’s financial information verifying the financial viability of the firm.

All financial information, statements and/or documents provided in response to this solicitation shall be kept confidential provided that EACH PAGE is marked as follows:

“CONFIDENTIAL – DO NOT DISCLOSE EXCEPT FOR THE EXPRESS PURPOSE

OF PROPOSAL EVALUATION.“

“Recent” shall be defined as financial statements that were prepared within the 12 months preceding the issuance date of this RFQ.

Consolidated financial statements of the Proposer’s parent or related corporation/business entity will not be considered, unless: (1) the Proposer’s actual financial performance for the designated period is separately identified in and/or attached to the consolidated statements; (2) the parent or related corporation/business entity provides the State with a document wherein the parent or related corporation/business entity will be financially responsible for the Proposer’s performance of the contract and the consolidated statement demonstrates the parent or related corporation’s/business entity’s financial ability to perform the contract, financial stability and/or such other financial considerations identified in the evaluation criteria; and/or (3) Proposer provides its own internally prepared financial statements and such other evidence of its own financial stability identified above.

The firm’s failure to provide any of the above-referenced financial statements may result in the proposal being removed from consideration. Proposers are also encouraged to explain any negative financial information, and to provide documentation supporting those explanations and demonstrating the financial strength of the firm.

Tab 4: Project Understanding, Approach and Schedule Provide a comprehensive narrative, outline, and/or graph demonstrating the firm's understanding and approach to accomplishing the tasks outlined in the Scope of Work section of this RFQ. A description of each task and deliverable and the schedule for accomplishing each shall be included. For multiple project submissions, place the project name at the top of the applicable pages. Provide Project Understanding, Approach and Schedule for each project submission.

Capability to perform services in a timely manner and to comply with the schedule developed for completion of the project(s) shall be noted. Capability to provide input for a project schedule to manage all commissioning phases of the project shall be noted. Understanding of the sequence and durations of required design and construction activities and the ability to manage specialty and other sub-consultants for commissioning services shall be noted. Consultant shall note capability to provide commissioning input for plan and specification development and permit requirements. Experience with meeting LEED Silver, utility considerations, and energy conservation goals shall be noted. Describe the firm’s systems and information coordination used during the production of construction documents and

Project Manual to provide quality documents. Note experience with bidding and award procedures and working with construction manager at risk project delivery shall be noted. Experience with performing review of equipment for compliance with submittal requirements and with performing functional testing of a wide variety of equipment and systems during construction shall be noted. The ability to perform timely commissioning services during construction shall be noted.

The Consultant shall briefly address its management approach and philosophy;

address its in-house quality control procedures to manage the commissioning process for itself and sub-consultants; address its procedures for cost control; and address methods and coordination of in-house disciplines and sub-consultants.

Include a narrative statement that sets out the management plan the Consultant intends to follow that illustrates how its plan will serve to accomplish the work and meet the City’s project goals in a timely and economical manner. The experience and expertise of the Consultant’s project management staff shall be indicated.

Experience with management of projects through construction completion shall also be noted. Provide a descriptive summary as to your firm's approach to the following items including, including experience with various software systems, but not limited to the information noted below:

a. Describe your firm’s approach to handling Requests for Information (RFI) during construction.

b. Describe your firm’s approach for submittal management to review and comment on submittals and shop drawings to insure accuracy and timeliness.

c. Describe how your firm implements plan and specification changes, and special instructions that may occur during the construction.

d. Describe how your firm performs and documents project inspections and process for management of deficiency items noted during inspections.

e. Describe how the project team proposes to use technology and different systems to help manage, test, inspect, and control the project.

f. Procedures for managing necessary changes that may be required during construction to maintain budget constraints for the project.

Tab 5: Team Firm, Experience and Certifications/Qualifications

This section must include the proposed staffing, deployment and firm of personnel to be assigned to this project. The Proposer shall provide information as to the qualifications and experience of all executive, managerial, legal, and professional personnel to be assigned to this project, including resumes citing experience with similar projects and the responsibilities to be assigned to each person. A project-specific firm chart which clearly illustrates the roles, responsibilities, and the reporting relationships of each team member should be included. For multiple project submissions, place the project name at the top of the applicable pages and identify Provide Firm Team Members, Experience and Certification/Qualifications for each project submission.

Tab 6: Any project where there were legal and/or technical problems encountered and the final resolution(s).

Please include a brief narrative of projects in which your firm has been involved in the last five (5) years which have experienced legal or technical problems. The narrative should briefly describe the problem, describe the final solutions or outcomes, and describe how your firm was involved in the outcomes.

Litigation/Claims: Please include responses to the below items. If yes to any of the questions below, list the project(s), dollar value, contact information for owner and provide a full explanation with relevant documentation for projects for which work has been performed during the last five years.

a. Has your company ever failed to complete work contracted to it? ___Yes ___No

b. Has your company filed any claims, or had any claims filed against it, within the last five years? ___Yes ___No

c. Has your company been involved in any suits, mediation, or arbitration with Local Governments within the last five years? ___Yes ___No

d. Has your company been involved in any suits or arbitration with other agencies, individuals or organizations within the last five years? ___Yes ___No

2.2 Hourly Rates

This solicitation is being issued in accordance with NCGS 143-64.31, otherwise known as the Mini-Brooks Act, and therefore price cannot and will not be a determining factor in the selection of the successful contractor. One copy of the Hourly Rate Schedule (see Appendix I) for all proposed project personnel should be enclosed in a separate, sealed envelope.

2.3 Qualifications Package Documents

This RFQ is comprised of the base RFQ document, any attachments, and any addenda released before Contract award. All attachments and addenda released for this RFQ in advance of any Contract award are incorporated herein by reference.

3 PROPOSAL EVALUATION

3.1 Evaluation Criteria

This is not a bid. There will not be a public opening. Proposals will be evaluated based solely on the following criteria separately for each project:

Criteria (a) Weight

(b) Score (0-3)

(a) x (b) Weighted Score

Corporate Background and Experience 20

Firm Financial Stability 5

Project Understanding 20

Project Approach 20

Team Firm, Experience, and Qualifications 30

Legal Issues and/or Technical Problems 5

Final Score

Score Points 0 - Missing or Does Not Meet Expectation 2 - Meets Expectation 1 - Partially Meets Expectation 3 - Exceeds Expectation

3.2 Final Selection

Qualifications will be reviewed after opening and will be ranked in order of choice, at which point contract negotiations will begin with the most qualified firm. If negotiations are unsuccessful, the City will then pursue negotiations with the next most qualified firm.

The City shall not be bound or in any way obligated until both parties have executed a contract. The City also reserves the right to delay the award of a contract or to not award a contract.

The general conditions and specifications of the RFQ, including the firm’s fee proposal, and/or written correspondence applicable to the RFQ, may become part of the contract documents. Failure of the awarded firm to perform as represented may result in contract cancellation.

3.3 Notice to Submitting Firms Regarding RFQ Terms and Conditions It shall be the Submitting Firm’s responsibility to read the Instructions, the City’s terms and conditions, the Federal provisions and requirements, all relevant exhibits and attachments, and any other components made a part of this RFQ, and to comply with all requirements and specifications provided herein. Submitters are responsible for obtaining and complying with all Addenda and other changes that may be issued in connection with this RFQ.

3.4 Contract Term

The contract awarded from this RFQ shall be effective upon the date of the City’s signature (the “Effective Date”) and remain effective until the work is completed.

The estimated timeframe and competition for the work stated in this RFQ varies by project.

The City intends to negotiate contract(s) for each project promptly upon selection of firm(s) and to begin commissioning work promptly upon execution of contracts. All of the projects in this RFQ are currently under design. The construction of all projects in this RFQ is anticipated to be complete before December 31, 2029.

4 SCOPE OF SERVICES

Awarded firm shall provide services, all as set forth in this RFQ and more particularly described in this Section 4. The City reserves the right to select and award a single commissioning contract for all the projects, or select and award multiple commissioning contracts, one or more for each project, or any combination, as deemed to be in the best interest of the City.

The purpose of this RFQ is to invite commissioning firms to express interest and demonstrate qualifications in providing commissioning services for projects listed in this section. These commissioning services may include but not be limited to the tasks described below in this section as well as the services listed in Appendix VIII, Example Commissioning Scope. Negotiated commissioning services for each project may vary.

Proposed offerors must prove that they possess the requisite licensure, experience, skills, and technical and administrative capability to provide commissioning services on the project(s). The owner is committed to commissioning the facilities to ensure that all systems are well designed, complete and functioning properly upon occupancy, and that the owner’s staff has adequate system documentation and training.

The objective of commissioning is to provide documented confirmation that a facility fulfills the functional and performance requirements of the building owner, occupants, and operators. To reach this goal, it is necessary for the commissioning process to establish and document the owner’s project requirements; to establish criteria for systems function, performance, and maintainability for design intent and owner project requirements; and to also verify and document compliance with these criteria throughout design, construction, start-up, and the initial period of operation. In addition, the firm will help to ensure that a complete set of operation and maintenance (O&M) manuals, as well as training on system operation, is provided to the building operators to ensure the building continues to operate as intended.

The Commissioning Agent or Commissioning Authority (CA) will be involved throughout the project from the design through the warranty phase. The CA is to help develop detailed owner project requirements, commissioning specifications, review and comment on the proposed designs and systems and provide recommendations to ensure they meet the owner’s objectives. During construction, the CA develops and coordinates the execution of a commissioning and testing plan, which includes observing and documenting all systems’ performance to ensure that the systems are functioning in accordance with the owner’s requirements and the contract documents.

The firm selected from this solicitation will work with the owner and the design team to provide building commissioning and other services as may be defined. The City’s current sustainability standard is for new buildings in excess of 10,000 SF to be designed and constructed to meet LEED Silver standards. It is anticipated that enhanced commissioning services will be provided on these projects with the CA becoming engaged during the design phase. Depending upon the project, commissioning may involve a wide variety of mechanical, electrical, and plumbing (MEP) equipment and systems, building envelope, communications, fire alarm systems, and other items.

Depending upon the project, the selected firm may also review technology systems proposed for these new and renovated facilities. This may include the infrastructure for video, data, communications, network and voice technologies required by the City.

C omponents to be considered may include a new internal network for the facility including any supporting equipment, cabling and outlets that might be required and external network connections that may be required.

Technology requirements for the facility, depending upon the project, may include network infrastructure to support video conferences, video recording, security, access control, alarm systems and or radio transmission and communication systems.

It is understood that the consultant may engage other professional firms in support of this project. These sub-consultants must be duly licensed to work in the state of North Carolina as may be required for their particular service. Sub-consultants presented as members of the design team within the response to the RFQ may not be substituted without written approval from the City.

As applicable during the construction phase, Sub-consultants are responsible for performing the appropriate level of commissioning construction administration and oversight for work performed under their responsible charge.

A description of each project follows.

4.1 John Chavis Memorial Park Aquatic Center

John Chavis Memorial Park is located at 505 Martin Luther King Jr. Blvd., Raleigh NC, and is home to the Allan Herschell No. 2 Special Three-Abreast Carousel since 1937. In April 2016, John Chavis Memorial Park was added to the National Park Service's National Register of Historic Places. The park includes a half-mile section of the Capital Area Greenway Trail. Funded by the 2022 Parks Bond, John Chavis Memorial Park Aquatic Center will feature a new aquatic center development for all ages with indoor and outdoor facilities for recreation, competition, and wellness opportunities with reconfigured new parking spaces and improved Heritage Plaza with public art and interpretive displays.

The total project budget for this project is approximately $54M. The project has recently completed the schematic design phase. The project is projected to begin construction in 2027 and complete construction by mid-2029 via Construction Manager at Risk (CMAR) delivery. The schematic design exterior rendering and floor plan follow.

4.2 Tarboro Road Park Redevelopment

Tarboro Road Park, located at 121 N. Tarboro Rd., Raleigh, NC, is an existing 3.2-acre park with a community center, St. Monica Teen Center, a picnic shelter, tennis courts, and a playground. The Saint Monica Teen Center building, located adjacent to Tarboro Road Park, is located at 15 N. Tarboro St., Raleigh, NC 27610 and was originally built in 1930 as part of the Saint Monica Catholic School and later served as home to the New Bern Avenue Day Care. Saint Monica Teen Center opened its doors to the teens of Raleigh on February 11, 2011. The 2022 City of Raleigh Parks Bond allocates funding for complete redevelopment of Tarboro Road Park including demolition, construction of a new community center, new outdoor amenities with associated site and stormwater enhancements, recreational features, improvements to the St. Monica Teen Center and pedestrian access to the planned Wake BRT: New Bern Avenue station that is planned to be located on the south side of the park parcel.

The total project budget for this project is approximately $29.3M. The project has recently completed the concept design phase. The project is projected to begin construction in 2027 and complete by 2029 via Construction Manager at Risk (CMAR) delivery. A concept design figure follows.

4.3 Sertoma Arts Center Improvements

The Sertoma Arts Center is located within Shelley Lake Park at 1400 W. Millbrook Rd.

Raleigh, NC 27612.The property was purchased or developed in part with Land and Water Conservation Funds, which has ongoing implications for the park. The Arts Center was built in 1978 and is approximately 13,296 sq ft in size. Sertoma offers programming in a wide range of visual and performing arts mediums, ranging from painting, drawing, printmaking, ceramics, fiber/sewing, glass, and metalworking in its professionally equipped ceramic, metalworking, and painting studios. In addition, Sertoma hosts exhibitions, studio spaces, groups, and community outreach events. This project includes an update and expansion of the existing art center to address building improvement needs, growing programming demands, universal design, including AV and technology to accommodate hybrid meetings, and sustainable practices including EV charging stations and green stormwater infrastructure (GSI).

The total project budget for this project is approximately $15.2M. The project is currently in the concept design phase. The project is projected to begin construction in 2026 and complete by mid-2028 via Construction Manager at Risk (CMAR) delivery.

Sertoma Arts Center Concept Block Diagram

Note: The City reserves the right to select and award a single commissioning contract for all the projects, or select and award multiple commissioning contracts, one or more for each project, or any combination, as deemed to be in the best interest of the City.

APPENDIX I

Hourly Rate Schedule

Awarded firm shall perform the services to be performed as set forth in this RFQ and more particularly described in Section 4 Scope of Services utilizing the following hourly rate schedule below.

As stated above in section 2.2 Hourly Rates, provide the Hourly Rate Schedule in a separate, sealed envelope.

Position Title Hourly Rate

Firm Name: ____________________________________________________________

Authorized Signature: _________________________________Date_______________

Signed by: _____________________________________________________________

[Type or Print Name]

Title of Signer: __________________________________________________________

APPENDIX II

Proposer Questionnaire Form

The following questions must be answered, and data given must be clear and comprehensive. If necessary, questions may be answered on separate sheets. The Proposer may submit any additional information desired.

Company Name: d/b/a (if applicable)

Street / PO Box:

City: State: Zip:

Phone: Fax: E-Mail:

Website (if applicable):

Sole Proprietor Partnership Corporation Other

Number of years in business under company’s present name:

Fed Tax ID #: DUNS # Are you registered with the North Carolina Secretary of State to conduct business (if required)? (Check One) YES: NO: Not Applicable:

Are you properly licensed/certified by the Federal and/or State of North Carolina to perform the specified work?

YES: NO: Not Applicable: ATTACH COPY OF ALL APPLICABLE LICENSING/CERTIFICATION DOCUMENTS Are/will you be properly insured to perform the work? YES: NO:

Contact for this Contract: Title:

Phone: Fax: E-Mail:

Have you ever defaulted or failed on a contract? (If yes, attach details) YES: NO:

List at least three (3) references for which you have provided these services (same scope/size) in the past three years - preferably government agencies. Do not include City of Raleigh as a reference to meet the requirement of listing at least (3) references.

PROPOSERS ARE RESPONSIBLE FOR SENDING REFERENCE QUESTIONNAIRE (APPENDIX III) TO THEIR

REFERENCES.

1. Company:

Contact Person: Title:

Phone: Fax: E-Mail:

Describe Scope of Work:

2. Company:

Contact Person: Title:

Phone: Fax: E-Mail:

Describe Scope of Work:

3. Company:

Contact Person: Title:

Phone: Fax: E-Mail:

Describe Scope of Work:

4. Company:

Contact Person: Title:

Phone: Fax: E-Mail:

Describe Scope of Work:

5. Company:

Contact Person: Title:

Phone: Fax: E-Mail:

Describe Scope of Work:

The undersigned swears to the truth and accuracy of all statements and answers contained herein:

Authorized Signature: Date:

APPENDIX III

Reference Questionnaire

(Instructions)

Request for Qualifications #274-2025-CM-P-04, Multi-Project RFQ for Commissioning Services for: John Chavis Memorial Park Aquatic Center, Tarboro Road Park Redevelopment, and Sertoma Arts Center Improvements

The City of Raleigh, as a part of the RFQ, requires proposing companies to submit a minimum of three (3) business references as required within this document. The purpose of the references is to document the experience of the proposer relevant to the scope of services and assist in the evaluation process.

• The Proposer is required to send the reference form (the following two pages) to each business reference listed on Proposer Questionnaire.

• The business reference, in turn, is requested to submit the Reference Form directly to the City of Raleigh Point of Contact identified on the Reference Questionnaire form for inclusion in the evaluation process.

• The form and information provided will become a part of the submitted proposal. The business reference may be contacted for validation of the response.

• It is the Proposer’s responsibility to verify their references have been received by the City of Raleigh Point of Contact by the date indicated on the reference form.

APPENDIX III

Reference Questionnaire Form

Request for Qualifications #274-2025-CM-P-04, Multi-Project RFQ for Commissioning Services for: John Chavis Memorial Park Aquatic Center, Tarboro Road Park Redevelopment, and Sertoma Arts Center Improvements

(Name of Business Requesting Reference)

This form is being submitted to your company for completion as a business reference for the company listed above.

This form is to be returned to the City of Raleigh, Kevin Roberts, via email to Kevin.Roberts@Raleighnc.gov no later than 4:00 p.m. ET, February, 28, 2025 and MUST NOT be returned to the company requesting the reference.

For questions or concerns regarding this form, please contact the City of Raleigh, Point of Contact above.

Company Providing Reference

Contact Name and Title/Position

Contact Telephone Number

Contact Email Address

Questions:

1. In what capacity have you worked with this company in the past? If the company was under a contract, please acknowledge and explain briefly whether or not the contract was successful.

Comments:

2. How would you rate this company’s knowledge and expertise?

3= Excellent 2= Satisfactory 1= Unsatisfactory 0= Unacceptable

3. How would you rate the company’s flexibility relative to changes in the scope and timelines?

4. What is your level of satisfaction with hard-copy materials, e.g. reports, logs, etc. produced by the company?

5. How would you rate the dynamics/interaction between the company and your staff?

6. Who were the company’s principle representatives involved in providing your service and how would you rate them individually? Would you comment on the skills, knowledge, behaviors or other factors on which you based the rating?

(3= Excellent; 2= Satisfactory; 1= Unsatisfactory; 0= Unacceptable)

Name: Rating:

7. With which aspect(s) of this company’s services are you most satisfied?

8. With which aspect(s) of this company’s services are you least satisfied?

9. Would you recommend this company’s services to your organization again?

MWBE…