3-RFP C27-01 - Solicitation Form 1.pdf

Based on SCCPSS Offeror Information Form – Construction Bid Template– 5/9/25 Edition

BOARD OF PUBLIC EDUCATION FOR THE CITY OF SAVANNAH AND THE COUNTY OF CHATHAM

SOLICITATION FORM 1

The Offeror’s Information Form

Please complete this form and sign it in the presence of a notary:

A. Name and Number of SCCPSS Solicitation That Offeror Is Responding To.

SCCPSS Bid No. and Title: (ESPLOST) RFP C27-01 for Construction Manager at Risk (“CMR”) Services for West Chatham Schools Project.

B. Offeror’s Identifying Information

Offeror’s Legal Name:___________________________________________________________________

Offeror’s Trade Name: (if different from above): _______________________________________________

Offeror’s Legal Form (check one): ❏ Corporation ❏ Professional Corporation (“P.C”) ❏ Non-Profit Corp.

❏ Limited Liability Company (“LLC”) ❏ Partnership ❏ Limited Partnership❏ Limited Liability Partnership (“LLP”)

❏ Sole Proprietor ❏ Joint Venture ❏Other: __________________________________________________

Offeror’s Principal (Main Office) Address (Street. City, State, Zip)

Address of Offeror’s Anticipated Office for Providing Goods and/or Services in Response to this RFP (Street, City, State, Zip) (if different from Offeror’s Principal Office)

Federal Taxpayer I.D. No. e-Verify No.

Contact Person for This RFP Contact Person’s Position with Offeror

Contact Person’s Phone No. Contact Person’s Email

Offeror’s Anticipated Project Leader Project Leader’s Position with Offeror (if different from Contact Person)

Is Offeror registered to transact business with the Georgia Secretary of State? ❏ yes ❏ no

If yes, please provide Offeror’s current registration with the Georgia Secretary of State.

If Offeror is not registered to transact business with the Georgia Secretary of State, is it exempt from doing so and why?

How many years has Offeror been in the business of providing the goods and/or services requested by this solicitation?

Solicitation Form 1

If a Offeror is a Partnership, Limited Partnership, Limited Liability Partnership, or joint venture that has been in business for less than five years, it may be asked to provide a copy of its partnership or joint venture agreement and other documentation to satisfy the District that your business has the stability to provide the requested services. A failure to provide the requested information may result in the Offeror being disqualified as non-responsive.

If Offeror is a Sole Proprietorship, the District may also request additional information to assess whether Offeror has the capacity to provide the goods and/or services requested, in the District’s sole discretion. For example, the District may feel that sole proprietor has the capacity to provide trainings or repair specialized equipment, such as pianos. The District may not feel that a sole proprietor has the capacity to provide a service needed by all District schools every day of the school year. A failure to provide requested information may result in the Offeror being disqualified as “non-responsive.”

What licenses does Offeror have to provide the goods and/or services requested by this solicitation?

License Type License Number (if Any) Confirm License is in Good Standing

Can Offeror satisfy the insurance requirements listed in this solicitation? ❏ Yes ❏ No

Please produce a certificate of insurance showing Offeror’s insurance coverage or letter from insurance broker confirming coverage can be provided to the Offeror if it is awarded a contract by the District.

If no, is Offeror partially insured or self-insured (or uninsured) for any of the types of insurance requested by this solicitation? Please explain why Offeror can provide adequate protections for the District. Please note the District has discretion to determine whether a Offeror provides ample security if not fully insured.

C. How did Offeror learn of this solicitation?

It is the desire of the District to track the effectiveness of its advertising. Please let us know how Offeror learned of this solicitation. Please check all that apply:

❏ Georgia Procurement Registry ❏ Savannah Morning News

❏ SCCPSS.com ❏ The Savannah Tribune

❏ In-Person Visit to Purchasing Office

❏ Bonfire Procurement Platform

❏ Other _______________________________________________________________

Solicitation Form 1 Continued

D. Offeror’s References

Please provide references of at least three organizations supplied with similar goods and/or services:

1. Company Name: _________________________________________________________________

Company Address: ________________________________________________________________

Contact Person: __________________________________________________________________

Phone Number: __________________________ Email: _________________________________

2. Company Name: _________________________________________________________________

3. Company Name: _________________________________________________________________

4. Company Name: _________________________________________________________________

5. Company Name: _________________________________________________________________

E. Questions Regarding Responsibility of Offeror

Please answer the following questions regarding the criminal history, litigation history, and contract performance history of the Offeror and/or its officers, directors, owners, and other key employees who are expected to provide services to the District if the Offeror is awarded a contract as a result of this solicitation (collectively “Related Parties” or, individually, a “Related Party”). Answers should be truthful, to the best knowledge of the Offeror’s representative submitting the Offeror’s response to this ITB and signed in the presence of a notary public.

If the answer to any of these questions is “yes,” then the Offeror should provide sufficient information for the District to identify the number and nature of the criminal offenses, administrative actions, lawsuits, or other potential contract performance issues disclosed.

If the number of criminal offenses, administrative actions, lawsuits, or other potential contract performance issues disclosed in response to each question is greater than zero (0) but fewer than five (5), then the Offeror should describe each issue identified with sufficient detail for the District to understand the nature of the offense, dispute, or performance issue, and the resolution, including the amount of any fine or judgment. In describing any legal matter in court, please provide the case name, case number, and court for each legal matter.

If the Offeror has more than five (5) criminal offenses, administrative actions, lawsuits, or other potential contract performance issues to disclose in response to each question, then the Offeror should state “more than five” and provide an explanation of why the matters to disclose exceed five (5) in number and why, in the opinion of the Offeror, the number and severity of these issues is not so significant as to adversely affect the Offeror’s ability to provide the goods and/or services requested in this solicitation. For example, some businesses may be so large and may be involved in such a large number of transactions that they are involved in numerous lawsuits throughout the country in the ordinary course of business, but the business is large enough that these lawsuits reflect only a small number of the company’s overall transactions and the business may be sufficiently insured and capitalized such that the volume of lawsuits may not pose any risk to the District. Similarly, financial institutions or large employers may be parties to a large number of garnishment actions involving their customers or employees. The business’s involvement in those types of proceedings does not reflect a track record of poor performance that would prevent the Offeror from competently providing the good and services requested in this solicitation to the District.

The District may decide, in its sole discretion, whether the quantity or type of criminal offenses, administrative actions, lawsuits or other potential contract performance issues disclosed prevent the Offeror from being considered a “responsible” Offeror for this solicitation.

The District reserves the right to request additional information with respect to any answer to the following questions, including more specific information on any criminal matters or litigation disclosed. The District reserves the right to reject as “non-responsive” the RFP of any Offeror who refuses to provide any additional information requested by District staff to further inquire to any disclosures on this form.

To the extent the following questions request information with respect to an “owner” or “shareholder” of the Offeror, the question shall refer to the owner or shareholder of a privately held company, rather than a publicly traded company. The District recognizes that it may be impracticable for a publicly held company to know whether purchasers of publicly held stock have been involved in any responsive criminal proceedings or litigation.

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Questions

For purposes of this form, please answer questions as they apply to Offeror and any Related Party.

Related Party is defined as: any corporate affiliate of Offeror, any owner of more than 10% of Offeror’s ownership interests, any of Offeror’s current officers, any of Offeror’s current directors, or any of Offeror’s current employees that Offeror reasonably expects to be involved in actually providing goods and/or services to the District in response to this solicitation.

1. Please state whether Offeror or any Related Party has ever been convicted of any criminal offense in connection with obtaining or attempting to obtain a government contract.

No Yes. If yes, describe _________________________________________________________

2. Please state whether Offeror or any Related Party has ever been convicted of any criminal offense that would show a lack of business integrity or honesty, including, but not limited to embezzlement, theft, or fraud.

3. Please state whether Offeror or any Related Party has ever been convicted of a felony under state or federal law, including, but, not limited to, murder, rape, or sexual assault.

4. Please state whether it has been determined, in the last five (5) years, that Offeror or any Related Party has violated any state or federal labor laws, including but not limited to wage and hour or anti-discrimination laws, by 1) a government administrative agency responsible for administering such laws, such as the Department of Labor or the EEOC, or 2) as a result of the entry of a judgment in civil litigation brought by a government agency or private parties.

5. Please state whether it has been determined, in the last five (5) years, that Offeror or any

Related Party has violated state or federal occupational safety laws, including but not limited to OSHA regulations, by 1) a government administrative agency responsible for administering such laws, such as OSHA or 2) as a result of the entry of a judgment in civil litigation brought by a government agency or private parties.

6. Please state whether Offeror or any Related Party has ever been debarred or otherwise disqualified from participating in any federal or state government purchasing process.

7. Please state whether Offeror or Any Related Party is currently a party in any civil litigation arising out its performance of a contract for the provision of goods and services, including, but not limited to, claims that Offeror breached that contract, caused personal injury or property damage in the course of its performance of the contract, or committed professional malpractice, regardless of whether the party bringing the claim was a party to the contract or a third party.

8. Please state whether, in the last five (5) years, any judgments have been entered against the

Offeror or any Related Party in any civil litigation arising out its performance of a contract for the provision of goods and services, including, but not limited to, claims that Offeror breached that contract, caused personal injury or property damage in the course of its performance of the contract, or committed professional malpractice, regardless of whether the party bringing the claim was a party to the contract or a third party.

9. Please state whether, in the last five (5) years, any local, state, or federal government agency has ever terminated a contract for cause with the Offeror or any Related Party.

10. Please state whether Offeror or any Related Party currently has or is seeking any other contracts with SCCPSS and state why Offeror believes it has the capacity to perform all of its possible contracts with SCCPSS simultaneously.

11. Please state whether Offeror or any Related Party is a current or former “employee” of

SCCPSS. For the purposes of this question, the term “employee” shall include, in addition to full-time SCCPSS employees, elected School Board members, part-time employees, substitute teachers, lay coaches and individuals who are employed on a temporary basis such as under a work agreement, whether legally classified as an SCCPSS employee or not.

12. Please state whether Offeror or any Related Party is the mother, father, grandmother, grandfather, child, or grandchild of an SCCPSS employee or of the spouse of an SCCPSS employee, or the spouse, son, son-in-law, daughter, daughter-in-law, aunt, uncle, brother or sister of the employee, brother-in-law, sister-in-law, or any relative living in the immediate household of an SCCPSS employee. For the purposes of this question, the term “employee” shall include, in addition to full-time SCCPSS employees, elected School Board members, part-time employees, substitute teachers, lay coaches and individuals who are employed on a temporary basis such as under a work agreement, whether legally classified as an SCCPSS employee or not.

13. Please state whether Offeror, any Related Party, or any individual working for Offeror is a beneficiary under Georgia’s Teacher Retirement System (TRS) or the Public School Employees Retirement System (PSERS). No such individual shall provide any services to the District until their information and eligibility to perform services has been certified through TRS or PSERS. The Contractor agrees to provide any information required by TRS or PSERS. Any employees or other individuals working for or through the Contractor receiving retirement benefits under Georgia’s TRS or PSERS shall be subject to any applicable salary and service limitations as outlined in Georgia law, TRS, or PSERS policy.

No Yes. If yes, please identify any individuals who may beneficiaries of TRS or PSERS.______

F. Offeror’s Certification.

This is to certify that I, on behalf of the undersigned Offeror, have read the related RFP in its entirety (including all attachments) and that the Offeror agrees to be bound by the provisions of the contained herein. I further affirm and attest under oath that the answers listed above are true to best of my personal knowledge. I also acknowledge receipt of the following addenda to this Solicitation.

Acknowledge Receipt of Addendum(s) # ____#____ # _____#_____#_____#_____

In submitting this RFP Package, Offeror agrees to the following:

1. To hold its RFP submitted through the District’s e-Procurement Platform (Bonfire) valid for a period of ninety (90) days after the scheduled RFP Opening Date. Offeror recognizes that estimated quantities in the RFP portal in the e-Procurement Platform are just estimates and Offeror will honor its quote pricing regardless of whether the District orders a greater or lesser quantity of good and/or services than estimated.

2. To enter into and execute a contract, if awarded a contract on the basis of this RFP.

3. To hold the prices submitted through the District’s e-Procurement Platform (Bonfire) valid for a period for the initial term of the contract.

Date: This ____ day of _____________, 20___

Offeror’s Legal Name

By: ________________________________________ Signature Printed Name Title/Position

NOTARY: Subscribed and sworn before me on

This the _____day of _______________, 20_______

Notary public

My commission expires

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