Wicomico County Public Schools

Miscellaneous Projects Under $10 Million

RFQ (Part 1 of 2)

REQUEST FOR STATEMENT OF QUALIFICATIONS 90927-271

CONSTRUCTION MANAGEMENT AT RISK (CMR) SERVICES

July 27, 2026

Issuing Office:

Wicomico County Public Schools Rick Konrad, NIGP-CPP, CPPO – Procurement Manager purchasing@mywcps.org / cc: rkonrad@mywcps.org mailto:purchasing@mywcps.org mailto:rkonrad@mywcps.org

Miscellaneous Projects Under $10 Million Construction Management @ Risk WCPS Contract Number: 90927-271 RFQ - 2 of 29

TABLE OF CONTENTS

Request for Qualifications (RFQ)

RFQ # 90927-271

July 27, 2026

Construction Management at Risk (CMr) Miscellaneous Projects

Under $10 Million

• Table of Contents

• SECTION I

RFQ

• SECTION II

General Information

• SECTION III

Required Information

• SECTION IV

Selection

• SECTION V

Contract Summary

• SECTION VI

Scope of Services

• SUMMARY

Appendices:

o 1: Scope of Services Outline o 2: WCPS Public Notice o 3: EXAMPLE A201 General Conditions of the Contract for Construction o 4: EXAMPLE A133 Standard Form of Agreement Between Owner and Construction Manager as Contractor

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Section I Request for Qualifications (RFQ)

A. Introduction:

It is the intention of the Wicomico County Board of Education (Board) to select Construction Management at Risk (CMr) firms for various systemic renovation projects, building updates and additions, and new buildings with a scope of $10 Million or less.

The pre-qualified CMr firms will provide a range of pre-construction, construction, and post construction services to assist the Board and its Architect/Engineer with the delivery of various projects. Services will range from constructability reviews, the establishment of budgets and schedules, the determination of MBE goals and objectives, solicitation of trade contracts, establishment of the GMP, organization of the work, contract administration, quality assurance and all aspects of the construction process up to and including commissioning, move-in, occupancy and close-out.

Mandatory Requirements: (Ref: Sect III.A.5):

Only firms with a minimum of five (5) years Construction Management at Risk (CMr) experience will be considered. If the Proposer is a joint venture firm, one joint venture party shall have a minimum of five (5) years CMr experience, and the other joint venture party or parties shall have a minimum of three (3) years CMr experience.

B. Submission:

1. Interested firms should respond to this RFQ and submit their Statement of Qualifications (SOQ) in the sequence and format prescribed in Section III, Required Elements.

2. Electronic submissions must be uploaded in PDF format to the Euna/Bonfire portal no later than 2:00 p.m. (local time) on August 27th, 2026. It shall remain the responsibility of the firm to ensure your submission is uploaded to the Euna/Bonfire portal on or before the deadline. Confirmation of receipt will be provided to those received. Late submissions will NOT be accepted.

3. Files submitted cannot be larger than 20 MB.

4. WCPS reserves the right to reject any or all submissions and waive formalities, informalities, and technicalities therein. WCPS reserves the right to contact a firm for clarifications and may at its sole discretion allow a firm to correct any and all formalities, informalities and technicalities in the best interest of WCPS, to change and/or cancel in part or in its entirety any elements of this RFQ, to extend or change the submission deadline and/or schedule, to request additional information from any of the submitting firms regarding this RFQ, or make selections with or without negotiations.

5. WCPS will not be liable for any costs incurred by firms in preparation of response to these procedures or in answering this RFQ.

Please direct all questions and inquiries regarding this RFQ to purchasing@mywcps.org, cc:

rkonrad@mywcps.org. Last day to submit questions regarding this RFQ for clarification is August 14th. Clarifications will be issued via addendum and posted the Euna/Bonfire portal. If needed, the final addendum will be posted three (3) working days prior to the submission deadline. It is the responsibility of the proposer to find and acknowledge all addenda.

https://wicomicoschools.bonfirehub.com/portal/?tab=openOpportunities https://wicomicoschools.bonfirehub.com/portal/?tab=openOpportunities https://wicomicoschools.bonfirehub.com/portal/?tab=openOpportunities mailto:purchasing@mywcps.org mailto:rkonrad@mywcps.org https://wicomicoschools.bonfirehub.com/portal/?tab=openOpportunities

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Section II General Information

A. Project Summary / Description:

• The Board intends to utilize the Construction Management at Risk (CMr) project delivery method for projects which may include but are not limited to the following scopes:

• Minor Architectural Alternations

• Building Additions

• New Buildings (Pre-Fab or Metal)

• Toilet Room Renovations

• Window & Door Replacements

• Ceiling & Lighting Replacements and/or Upgrades

• HVAC Upgrades, Installations or Replacements

• Electrical Upgrades or Replacements

• Plumbing Upgrades or Replacements

• Site/Parking Reconfigurations

• Miscellaneous Site Work

• The Board will provide a scope of work as part of the Request for Proposal (Part 2) for a specific project (See Section IV – Selection)

• Reference the FY2027 CIP for general overview of upcoming projects:

FY 2027 Capital Improvement Plan & Budget - County

B. Tentative Schedule:

RFQ Part 1 RFQ Available July 27, 2026 Deadline for Questions August 14, 2026 RFQ Due August 27, 2026 RFQ Notification (Short List) October 13, 2026 (tentative)

C. Project Budget:

$10,000,000 or less

D. Cost of Preparation:

Costs for developing this SOQ and/or any subsequent responses to the RFP are entirely the responsibility of the firm responding and shall not be chargeable to the Board.

E. Confidential/Proprietary Information:

1. All information, documentation, and other materials submitted in response to this solicitation are considered non-confidential and/or non-proprietary and are subject to public disclosure.

2. Proposers should give specific attention to the identification of those portions of their Proposals which they deem to be confidential, proprietary information or trade secrets, and provide justification of why such materials, upon request, should not be disclosed by the State under the Access to Public Records Act, State Government Article, Title 10, https://files.wicomicoschools.org/FY2027_Capital_Improvement_Plan_Budget/

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Subtitle 6 of the Annotated Code of Maryland. (It is NOT acceptable to preface your entire proposal with a proprietary statement).

3. Any request for review of competitors submissions after the selection process is complete will result in all submissions being provided to all vendors who submitted.

4. Technical data, confidential commercial and financial information may be protected from disclosure subject to the provisions of the Maryland PIA, provided the proposal properly identifies the confidential information Proposers may be required to submit a redacted version of the proposal that reflects which information you seek to protect from disclosure for confidential technical data and/or commercial/financial reasons within 5 working days to purchasing@mywcps.org. Final determination of whether such records will be disclosed, whether in redacted or unredacted form, is within the sole discretion of the Wicomico County Public Schools.

5. WCPS reserves the right to seek reimbursement of Professional Services Fees from the Interagency Commission (IAC) on School Construction which may require submission of final fee/price proposal and/or DBIA/AIA Contract for IAC member approval.

F. Terms and Conditions:

1. This RFQ does not commit the Board to award a contract or contracts, to defray any costs incurred in the preparation of a response to this request, or to procure or contract for any services.

2. By submission of a qualification statement in response to this RFQ, respondent accepts the evaluation process and acknowledges and accepts that determination of the final selected firm may require subjective judgments by the owner. Proposers waive any rights to make claim against the Board, its employees, agents, and/or consultants related in any way to this selection process.

3. All responses to this RFQ will be referred to as a Statement of Qualifications (SOQ).

4. All submitted SOQs become the property of the Board.

5. The Board reserves the right to visit Responder’s place of business, other projects, to contact references or to collect any other information during the evaluation process.

6. The Board reserves the right to the following:

a) Reject any SOQ submissions; waive any formalities, informalities, and/or technicalities therein.

b) To change and/or cancel, in part, or in its entirety any elements of this RFQ.

c) To extend or change the submission deadline.

d) To request additional information, RFP interview, and/or clarifications from any or all responders to this RFQ.

e) To contact any responder of this RFQ, at its sole discretion, allow a responder to correct any and all formalities and technicalities in the best interest of the Board.

f) Make an award with or without negotiations. Only those firms determined to be best qualified for this project and invited to Part 2 of the selection process may be offered the opportunity to participate in the competitive negotiation process.

7. By mutual agreement, the Contractor agrees to extend the terms, conditions, and pricing of the awarded contract to other government agencies, school districts, and public entities (“Cooperating Agencies”). The Cooperating Agencies may negotiate additional terms specific to their local needs and requirements. WCPS is not responsible for Cooperating Agencies use of this Award.

mailto:purchasing@mywcps.org

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Section III Required Information

A. General:

All responses to this RFQ will be referred to as a Statement of Qualifications (SOQ). The SOQ should include the following information in the sequence and format prescribed by this outline.

1. Number & Copies:

One (1) PDF copy of the SOQ document no larger than 20 MB uploaded to the Euna/Bonfire portal.

2. Format:

a) Proposals shall be letter-size (8-1/2” x 11”) and assembled into a single PDF.

Minimum 11-point font size.

b) Separate and identify each response article by use of a PDF divider sheet or PDF

Bookmark with an integral tab for ready reference.

c) Number all pages of the submittal sequentially using numerals (1, 2, 3, etc.).

d) Submittals shall include a “Table of Contents” and give page numbers for each part of the Qualifications.

3. Cover Letter:

All firms preparing a SOQ package for consideration should include a Cover Letter prepared on the Proposer's business stationery. The purpose of this letter is to transmit the SOQ. Therefore, it should be concise and provide a brief statement as to why your firm is the best qualified to provide the CMr services for this project.

4. Authorization:

The letter shall be signed by an individual who is authorized to bind the firm to all statements, including services and financial information contained in the SOQ.

5. Mandatory Requirements:

a) Only firms with a minimum of five (5) years Construction Management at Risk (CMr) experience will be considered.

b) If the Proposer is a joint venture firm, one joint venture party shall have a minimum of five (5) years CMr experience, and the other joint venture party or parties shall have a minimum of three (3) years CMr experience.

6. Compliance:

Failure to comply with the requirements of this RFQ may result in disqualification of the responder’s SOQ.

B. Required Elements:

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Information requested below is to be provided in this numbered format. Respondents shall carefully read the information below and submit a complete response to all required elements. Incomplete responses will be considered non-responsive.

1. FIRM INFORMATION:

a) Name of firm

Address of principal office Location / Address of nearest local office Primary Individual to Contact Contact Information (Phone / Cell Phone / email / Website)

b) Identify the form of Business Organization (Corporation, Partnership, Individual, Joint Venture, other?). A Joint Venture response must provide firm information for each of the parties, explicitly describe the nature of the arrangement, provide a copy of the joint venture agreement, and identify the responsibilities of each joint venture party with respect to the scope of services/work inclusive of the requirements for each entity based on such services.

c) Provide a brief but informative history of your firm. Include the following:

1) How your firm has developed over the years

2) Type of work done

3) Client base

4) Year in which the firm commenced providing CMr services.

5) Number of employees, breakdown: office / field & supervisory / non-supervisory.

d) Provide a brief statement as to why your firm is the best qualified to provide CMr services for this project (1 page).

2. ORGANIZATION:

a) Indicate the number of years your organization has been providing project delivery services through the following contract methods:

1) General Contracting

2) CM Agency

3) CMr

4) Design-Build

b) Indicate the number of years your organization has been in business under its present name. Under what other or former names has your organization operated?

c) If your organization is a corporation, include the following:

1) Date of incorporation

2) State of incorporation

3) Presidents name

4) Vice-Presidents name(s)

5) Secretary Name

6) Treasurers name

d) If your organization is a partnership, include the following:

1) Date of organization

2) Type of partnership (if applicable)

3) Names of general partner(s)

e) Provide a completed and signed IRS Form W-9.

f) List the categories of work that your organization normally performs with its own forces.

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

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3. LICENSING:

a) List jurisdictions and trade categories in which your organization is legally qualified to do business and indicate registration or license numbers, if applicable.

b) List jurisdictions in which your organization's partnership or trade name is filed.

4. PERFORMANCE:

a) Claims and suits involving an Owner (If the answer to any of the questions below is yes, please attach additional detail and explanations).

1) Has your organization ever failed to complete any work awarded to it?

2) Are there any judgments, claims, arbitration proceedings, or suits pending or outstanding against your organization or its officers?

• Clarify with whom/by (owner, sub-contractor, vender, etc.)

3) Has your organization filed any lawsuits, requested arbitration or been party to any litigation with regards to a construction contract within the last five years?

• Clarify with whom/by (owner, sub-contractor, vender, etc.)

b) 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 attach details.)

c) Describe your fiduciary responsibility to the Owner (as a public agency) for tracking all construction costs and contingencies on this Project.

d) Provide information on your firm’s current workload as it relates to the local/branch office. Include the following:

1) A list of all current projects on which your firm is committed

2) Dollar volume of each

3) Time frame of each

4) Describe your firm's ability to accomplish the proposed services on this project within specified time frames.

5. FINANCIAL:

a) Provide information on your firms’ annual sales volume / completed projects.

1) Include information from last 3 years.

2) Indicate what percentage is from CMr, GC, DB or Other

• Information should be about the local/branch office and not the parent company.

b) Enclose a financial statement, preferably audited, including your organizations latest balance sheet and income statement showing the following items:

1) Current Assets (e.g., cash, joint venture accounts, accounts receivable, notes receivable, accrued income, deposits, materials inventory, and pre-paid expenses).

2) Net Fixed Assets

3) Other Assets

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

5) Other Liabilities (e.g., capital stock, authorized and outstanding shares par value, earned surplus and retained earnings).

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

d) Is the attached financial statement for the identical organization named under Item 1

WCPS Contract Number: 90927-271 RFQ - 9 of 29 above? If not, explain the relationship and financial responsibility of the organization whose financial statement is provided (e.g., parent/subsidiary).

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

f) Provide name, address, and phone number for bank reference.

g) Provide evidence of insurance coverage: List current policies in effect covering specifically "project liability."

h) Provide information on your firm’s overall bonding capacity.

1) Provide evidence of your firm’s ability to provide 100% Payment and Performance bonds for this project.

2) Provide Surety contact information:

• Name & phone number of bonding company, name, and address of agent.

6. PROJECT EXPERIENCE:

a) Indicate and briefly describe the extent of previous working experience your firm has had in the following areas:

1) CMr delivery

2) K-12 educational facilities

3) State of Maryland IAC/PSCP

4) Maryland Department of General Services

5) Local trade contractors, vendors and subtrades

6) Pre-Construction / Construction Services in the:

• State of Maryland

• Eastern Shore Region

• Wicomico County

• Salisbury

7) Building commissioning

8) Occupied & Phased Construction

9) Maryland State Fire Marshal

b) Submit information on a total of three (3) successfully completed projects which have achieved substantial completion within the past ten (10) years, which have been substantially complete for at least six months, and which demonstrate your firm’s experience with projects that exemplify the following similar characteristics of this project as described in Section II of this RFQ.

1) Construction Cost: $5-$10 million minimum

2) Facility Size: 15,000 - 50,000 gsf minimum

3) Delivery Method: CMr with GMP

4) Project Type: Additions, Systemic Projects, Phased Occupied

Renovation

5) Building Type: Schools; Academic building with classrooms, various education spaces including science labs, tech labs, media centers, gymnasiums, art rooms, multiple size classrooms, and information technology

6) Setting: Suburban, city context / Rural, town context

7) Site Improvements: Road and utility work, parking, landscaping, play fields, vehicle, and pedestrian access, SWM, and SEC.

c) For each of these three (3) projects, provide project photograph(s) (color is desirable) with project description on the same or opposing page. Description should include:

1) Identification of project, project location, project gross square footage, project type, and building type

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2) Method of delivery, i.e., CMr/GMP, DB, GC, CM Agency

3) Original project construction cost at time of award, final project cost and percentage change, explain variance.

4) Original completion date at time of award and actual completion date, explain variances.

5) Similarities of the reference project to this RFQ (Higher consideration in the evaluation may be given for example projects incorporating the Main Characteristics of this listed in this RFQ)

6) Project References: Project owner's name and Architect’s name, addresses, email, telephone numbers and contact information for each

7) Project executive, project manager, and field superintendent for the project

8) If Proposer is a joint venture firm, each joint venture party is to provide the above experience for the scope of service items for which he will be responsible.

7. MANAGEMENT PLAN:

a) Describe your firm’s concepts for working in a team relationship with the Owner, Architects and Engineers during the bidding and construction phases of major projects.

b) Provide what you believe will be an adequate Staffing Plan for an example $10 million phased occupied renovation project. Include the percentage of time that each team member would spend on the Project.

c) Provide an Organizational Chart to illustrate how you would envision an example $10 million phased occupied renovation to be organized and managed. Include any outside consultants.

d) Describe how you would intend to implement and manage design and then construction with the field personnel, home office personnel, and any consultants being proposed.

e) Describe your organization's approach to encourage MBE participation and maintain compliance.

8. PROJECT PLANNING:

Below is a list of construction management processes, services and/or phases which may be required as part of the CMr services for this project. Provide a descriptive summary as to what approach or methodology your firm might deploy for these items.

(Note: Your response should demonstrate what your firm has done in the past or what will be proposed for this project.)

a) Pre-Construction / Design Phase:

• Describe your approach to collaborating with Owner and Design Team during Construction Document Phases.

b) Procurement & Bid Phase:

• Describe your Bid/Proposal Package Strategy for procuring Cost of the Work from subcontractors, vendors, suppliers, etc.

• Describe your process for attracting qualified and experienced mechanical, electrical and plumbing subcontractors to submit proposals for this project.

• Development of scopes and pre-qualifying trade contractors

• Encouraging and securing competitive local participation

• Estimates, budgets, bid price proposals

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c) MBE

• Describe your outreach and monitoring and management plan.

d) Construction / Coordination / Logistic Planning

• Provide a detailed list of all Construction Services you would recommend for consideration by the Owner for this project.

• Describe how you might utilize the BIM models over the course of the project.

e) Project Tracking/Reporting:

• Provide examples of records, progress reports, monitoring systems, monthly invoicing, and information management systems you will use on this Project.

• Identify any application or software that you may intend to use for this project management, document management, and communication.

• Describe your plans for establishing, tracking, reporting and payment of the

GMP and possible future changes on this Project.

• Describe the GMP cost control system for this Project.

f) Requests for Information (RFls) and Submittals:

• Describe the handling and processing of these documents to assure accuracy and timeliness.

• Provide examples of applicable logs.

g) Quality Control:

• Describe the proposed means & methods for quality control throughout construction.

• Provide samples/ examples of the proposed quality assurance program inclusive of applicable documentation.

h) Safety:

• Provide information pertaining to your firm's accident frequency rate and modifier for the last five years.

• Include a description of your firm's safety program.

• OSHA Track Record

i) Construction Waste Recycling:

• Identify and describe past experience and materials handled.

• Describe the proposed approach, implementation, maintenance, monitoring, and documentation of the recycling of construction waste materials for this project.

j) Move-In / Fit-Up:

• Identify and describe various move-in and fit-up efforts on previous projects.

• Provide examples

k) Commissioning

• Describe your approach to and experience with full building commissioning

l) Project Scheduling / Phasing:

• Provide samples of schedules that will be used to track and manage progress

• Identify & describe the software or application to be used.

m) Project Close Out

• Describe the proposed approach to assure completeness and accuracy of the

As-Builts documents

• Approach to OM Documentation / System Training

• Describe your approach to the punch list process and warranty work

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n) Owner’s Facility Data Management System

• CMr to gather all necessary equipment, building, (etc.) data

• CMr to upload all gathered data into Owner’s database

9. REFERENCES:

Provide five (5) references from your firm’s most recently completed educational projects (if no educational related projects then similar in size and scope). Identify a representative of the owner and a representative of the architect (provide name, phone/fax numbers) whom we could contact as references. Briefly reference the capacity of your firm’s services.

10. OWNER / CONTRACTOR AGREEMENT:

The final terms of the CMr Agreement are not completely defined at this time. However, we will base the Owner/Construction Manager Agreement on the most current edition of AIA Document A133, which shall be modified by WCPS; with the General Conditions of the Contract for Construction on the most recent edition of Document A201, as modified by WCPS. It is expected that the selected CMr will produce the original agreement for review, finalization, and signature.

Please note any exceptions/issues you would raise relative to this approach or the use of these documents in writing with your submission. Failure to do so may result in finding your proposal non-responsive.

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Section IV Selection

A. Process:

1. This Request for Qualifications (RFQ) is part 1 of a three-step selection process for

Wicomico County Public Schools (WCPS, Owner) to select a Construction Management firm at Risk (CMr) firm to provide professional design and construction management services for the referenced project. The selection process outline is as follows:

a) Request for Qualifications (Part 1)

• Solicitation of interest

• Evaluation of Qualifications

• Interview presentations (optional)

• Establish best qualified list

b) Request for Proposal (Part 2)

• Invitation to prepare fee / service proposals

• Interview (optional)

c) Competitive Negotiations (Part 3 optional)

• Best and Final offer(s) (optional)

2. After the deadline for submission all SOQ packages will be opened privately and evaluated by the Qualification Evaluation Committee (QEC). The QEC shall consist of WCPS personnel qualified to evaluate the submission. Late packages or packages not received at the designated location on or before the required date will be deemed late and will not be considered.

3. The information provided in the qualification proposals will be reviewed and evaluated utilizing a pre-established selection criteria listed at the end of the section. Emphasis will be placed on capabilities, experience, stability, accuracy, and completeness. Firms will be scored and ranked.

4. The entire submission field ranked in order by evaluations will be presented to the full

CMr Selection Committee (CMSC) for their review and consideration.

5. The CMSC will review the information and recommendations provided and may establish a competitive range. Firms whose scores fall within this range may be deemed most qualified to perform the services required under this contract. Further information may be requested during this phase of the evaluation.

6. The CMSC may elect to establish follow up oral presentations for the purpose of interviewing those firms within the competitive range for the purpose of adjusting scores on the qualification evaluation process.

7. From the final qualification evaluations, the CMSC may finalize a shortlist of firms (not more than 4) to advance to the Request for Proposal (Part 2) phase of the selection process. Non-selected firms will be notified.

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B. Evaluation / Criteria:

1. Evaluation:

The Board may consider any or all information it deems relevant when evaluating the qualifications of the responders. The following list represents some of the important issues that will be considered as part of the evaluation process:

a) The reputation of the firm

b) The scope of services the firm can offer

c) The financial stability of the firm

d) The quality of the services the firm can offer

e) The extent to which the firm can meet the school system’s needs

f) The firm’s previous client relationships

g) The capability of the firm to deliver the required services

h) The relevant experience of the firm

i) The organization and management of the firm

j) The capability of the firm’s management tools and the clarity of the documents

k) The past performance of the firm

l) The firm’s safety record

m) A knowledge and understanding of the market

n) Compliance with the RFQ

2. Extrapolated from this list, evaluation factors with indicated relative importance will be used as part of the evaluation and in ranking the SOQ's received from construction managers. Final weights will be provided as an Addendum based on review and input from the Qualifications Evaluation Committee (QEC). It will be the basis for the selection of those to be considered for advancement to Phase 2 of the process.

a) CONTENT / FORMAT (Y/N)

Compliance with the RFQ

b) EXPERIENCE (20-30%)

Offeror’s prior experience with projects of similar size and scope, and if offeror is a joint venture, experience for at least one of the members of the joint venture entity.

• The relevant experience of the firm

• The extent to which the firm can meet the school system’s needs

• A knowledge and understanding of the market

c) PAST PERFORMANCE (15-25%) The past performance of the firm

d) SAFETY (5-15%) The firm’s safety record

e) FINANCIAL (10-20%) Financial resources of team and team members.

The stability of the firm

f) REFERENCES (Y/N)

• The firm’s previous client relationships

• The reputation of the firm

g) ORGANIZATION / MANAGEMENT (15-30%)

• The capability of the firm to deliver the required services

• The organization and management of the firm

• The capability of the firm’s management tools and the clarity of the documents

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h) OVERVIEW & LICENSING (5-10%)

• The scope of services the firm can offer

• The quality of the services the firm can offer

C. Interview (optional):

Firms may be invited to be interviewed as part of the process. Based on the review of the SOQs the CMSC may deem it appropriate to conduct interviews at this stage. The CMSC reserves the right to interview any or all firms. Should the CMSC elect to conduct interviews then the firm(s) will be contacted, and an interview scheduled.

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Section V Contract Summary

A. Overview:

1. It is anticipated that the CMr Contract will be awarded in two phases. The initial phase is the Pre-Construction Phase, which shall include two sub-phases, (A) the architectural and engineering design (including design development and construction document submissions), cost estimating, value engineering and phasing plan and project budget confirmation and (B) bidding phase, all work associated with the development of the construction cost component and the submission of the Guaranteed Maximum Price (GMP). The second phase shall be the Construction Phase for the actual construction work.

2. Upon selection of the CMr, and approval by the Board and the Interagency Commission On School Construction (IAC) as may be required, the Contract will be executed for Pre- Construction services only, which includes the provision by which the CMr works to provide an acceptable GMP for the construction of this project. This will be based on a pre-established fixed fee for Pre-Construction services. Providing that an acceptable GMP is reached and accepted by the owner then a Contract amendment will be issued to the CMr to include the Construction Phase of the project and establishment of the full

GMP.

3. The CMr will be an integral member of the Project Team, consisting of representatives from the Board’s Facility Services Team, the Architect, the Architect's consultants, and other consultants, as required. Generally, it will be the responsibility of the CMr to provide all the professional design and construction management skills and knowledge of general contracting to arrange, manage, organize, direct and control all aspects of the design and construction process from the design development to establishment of the GMP to the successful turnover and completion of the project.

4. During the construction phase, the CMr will be responsible for constructing the Project under the GMP inclusive of all construction services therein.

5. Subsequently, and in accordance with the terms and conditions of the RFP, a Modification to the CMr Contract is anticipated to be issued for construction services upon acceptance by the Board of the GMP. The Contract will govern Pre-Construction and Construction Phases of this Project.

6. For purposes of this qualification, work performed under this Contract shall be the most current edition of AlA Document A133, as modified by WCPS along with the most current edition of AIA-201, General Conditions of the Contract for Construction as modified by WCPS. The final Contract, Amendments, Special Conditions, and other Contract Documents will be made available to those firms selected to prepare price proposals. Candidates should identify in their qualification any exceptions taken or additions/modifications requested that are considered by the Contractor to be mandatory as conditions of their qualification.

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Section VI Scope of Service

A. Outline of Expected Services:

The successful Construction Manager at Risk shall be prepared to provide all of the services required by the contract for services related to Pre-Construction, Construction and Post Construction phases.

The outline included in Appendix 1 should be used as a reference to assist you in understanding the scope of services that may be required as part of the range of services anticipated on miscellaneous projects under $10 million. The final scope will be determined as part of the contract as may be finally agreed upon by the owner.

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Summary

On behalf of the Wicomico County Board of Education we wish to thank you for your interest in becoming a pre-qualified Construction Manager at Risk (CMr).

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Appendices

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Appendix: 1

Scope of Service

A. Outline of Expected Services:

The successful Construction Manager at Risk (CMr) team shall be prepared to provide all of the services required by the contract. This outline should be used as a reference to assist you in understanding the scope of services that may be required as part of the range of services anticipated on this project. The final scope will be determined as part of the contract as may be finally agreed upon by the owner. The consideration of services required to perform this contract should include, but not be limited to the following:

1. PRE-CONSTRUCTION PHASE:

a) Manage the Project PLANNING, including:

• Detailed quantity surveys, pricing information

• Procurement strategy and implementation

• Establishment of MBE goals, objectives, and process

• Establishment and verification of applicable prevailing wages and processes

• Constructability reviews

• Coordinating phasing of the project

b) Establish the project SCHEDULES and BUDGET by bid package

• Prepare a detailed project SCHEDULE and develop milestones for the project and for each trade.

• Establish budgets for trade divisions of work derived from detailed quantities for each bid package

• Develop cash flow projections

• Identify long lead items

• Identify cost sensitive escalation items

c) SITE UTILIZATION STUDY

• Coordinate mobilization and plan logistical requirements.

• Develop detailed phasing plans and implementation strategies.

• Project office(s) and material staging location(s)

• Ingress, egress, limits of work

• Coordination with city / county / state agencies for site access

• Security / safety requirements of owner

d) Prepare SUBCONTRACTOR BID OR PROPOSAL PACKAGES, including:

• Project Manual, outlining the requirements of the construction

• Schedule (by bid or proposal package interface)

• Detailed scopes of work

• Detailed document listing

• Proposal forms for each bid or proposal package

• Form of contract and purchase order forms

• Insurance requirements

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• Bonding requirements

• MBE requirements

• Prevailing Wage Scale requirements

• Prequalification of bidders/proposers

• Other special requirements

e) CONDUCT PRE-BID MEETINGS for each bid or proposal package, addressing:

• Project requirements and special conditions

• Document review for specific questions

• Sequence/schedule review

• Site/ Area restrictions

• Access / logistics requirements

• Other questions raised during discussions

f) RECEIVE BIDS:

• Generate interest in vendors/contractors.

• Encourage local participation.

• Secure MBE participation.

• Advertise or solicit for multiple competitive bids/proposals.

• Conduct bid/proposal openings.

• Prepare tabulations for each bid or proposal package.

• Review proposals for completeness and compliance with contract documents.

• Review apparent low vendor's qualifications, capabilities, past experience and liquidity.

• Coordinate and integrate any scopes and/or design changes that may be generated or required as part of the project bids and/or final trade packages.

• Provide recommendations; provide a complete project bid recap listing report and review with owner.

g) Conduct PRE-AWARD REVIEWS for contract proposals and vendor purchase orders:

• Conduct pre-award meetings.

• Review schedule of values.

• Review subcontractors' general conditions.

• Review in detail all scopes of work.

• Require experienced full- time supervision as part of scope, or provide additional supplementary supervision as necessary, for the following areas of work o Underground utility services o Site-work pad preparation o Concrete work o Masonry o Plumbing o HVAC o Electrical o Technology Integration o Lighting Controls Integration (if required) o Fire Alarm and Security Access Control systems o EMS Temperature Control Integration o Photovoltaic (PV) system

• Commissioning

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• Identify shop drawing requirements.

• Perform document and specifications review.

• Coordinate any design changes or scope changes.

• Review compliance with MBE requirements and discuss with trade contractors methods of increasing MBE participation in individual trades. (as necessary)

• Review contractors' personnel.

• Implement Partnering Program if owner so elects.

• Establish quality requirements and standards.

• Review sequence/phasing and schedule.

• Identify accounting requirements.

• Review Insurance requirements.

• Review safety and security requirements.

• Recommend award of contracts.

• Rebid as may be required.

• Update cost of construction.

h) ESTABLISH GMP

• Make recommendations to owner

• Rework as necessary

• VE recommendations as required

• Reach agreement

• Provide CMr contract amendment

• Attend and present at one SBC and Board meeting.

2. CONSTRUCTION PHASE

Once an acceptable GMP is reached the successful Construction Manager shall be required to perform the following services during the Construction Phase of this Project:

a) ADMINISTRATION & COORDINATION

• Prepare and issue contracts

• Finalize and award contracts/purchase orders

• Budget adjustments

• Computerized accounting for tracking and projections

• Develop master schedule / update

• Update Cash Flow projections

• Establish project meetings, agendas, minutes

• Establish processes and procedures

• Claims management and documentation

• High Performance Building Certification (if required)

• Quality assurance

b) MOBILIZATION / SITE MANAGEMENT & CONTROLS

• Establish mobilization and plan logistical plans

• Establish project office(s) and material staging location(s)

• Establish & maintain ingress, egress, limits of work & controls

• Coordination with city / county / state and any other agencies for site access and off-site development

• Establish & maintain security / safety procedures

• Clearing, cleaning, protection of existing conditions

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• Relocation / demolition management

• Confirm survey prior to site work staging.

c) PROVIDE COORDINATION AND MANAGEMENT OF SUBCONTRACTORS

• Establish site organization, including work and storage areas.

• Establish jobsite management organization and jobsite procedures.

• Conduct pre-construction and pre-installation meetings with suppliers and/or trade contractors as required.

• Maintain daily log for jobsite record.

• Provide general conditions work to meet project requirements.

• Prepare and issue change orders and contracts.

• Prepare subcontractor change orders and contracts.

• Monitor construction cost and projections.

• Prepare and maintain cash flow projection for Owner.

• Monitor and maintain quality control.

• Equipment and material control

• Provide and monitor overall progress and short interval scheduling.

• Prepare billings and progress payments.

• Conduct subcontractor coordination meetings.

• Provide coordination between subcontractors.

• Prepare and receive requests for information.

• Prepare agendas and conduct weekly safety and progress meetings.

• Prepare and distribute weekly safety and progress meeting minutes.

• Establish subcontractor progress payment procedure for processing and payment.

• Monitor subcontractors` pay applications.

d) MONTHLY REPORT

• Summarize project financial status.

• Review and summarize past month's construction performance.

• Progress photographs

• Updated progress schedule

• Updated cash flow

• Provide project safety summary.

• Project status report

• Project the coming month's construction activities.

• Submittal status report

• Present status report on change orders - delays and time extensions.

• Identify problems that threaten construction quality, cost, and schedule.

• Attend and present at one SBC and Board meeting.

e) PROVIDE CHANGE MANAGEMENT CONTROLS

• Implement system for change order administration.

• Substantiate and validate request for changes

• Provide back-up documentation.

• Allocate change order responsibilities.

• Review change order requests from subcontractors.

• Track origins of change orders

• Review with A/E team as required.

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• Check pricing including allowable mark up

• Negotiate change orders with subcontractors.

• Submit recommendations to Owner.

• Distribute documentation

• Coordinate and implement changes

f) ESTABLISH A QUALITY MANAGEMENT PROGRAM

• All members of the team participate in the quality control effort.

• Project Scope Review

• Coordinate schedule and assist independent testing and inspection agencies selected by the school district.

• Work with area superintendents of subcontractors

• Require and maintain photo record keeping and a detailed report log on all major areas of work to ensure quality assurance, code compliance, and contract conformance.

• Prepare operations to minimize quality control problems

• Require formalized quality management programs from subcontractors.

• Ensure conformance to project's quality standards previously established.

• Follow-up to assure correction of deficiencies on test reports.

g) ACCOUNTING Functions

• Insurance requirements

• Schedule of values review

• Labor cost reports

• Prevailing Wage documentation reports (as necessary)

• Material cost reports

• MBE documentation (as necessary)

• Monthly detail cost sheet

• Change Order reports

• Monthly job costs / budget reports

• Accounts payable

• Monthly project billing

h) RECORDS MANAGEMENT / DOCUMENT CONTROL

• Implement and maintain an internal record management and control system.

• Maintain progress video documentation.

• Maintain inspections, compliance, and licensing

• Maintain record documents, updates, and distribution

• Shop drawing / submittal/ RFI management

• Maintain record As-Built documents

• All minutes, correspondence, and document distribution

• Update maintain Project logs / Project schedules

• Gather and upload all necessary data including but not limited to O&M manuals, warranty info, etc. into Owner’s Facility Data Management System

i) JOB SAFETY Objectives

• Conduct weekly safety meeting

• Implement project safety requirements.

• Review subcontractor safety programs.

• Enforce Owner’s policies related to work on school property.

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• Subcontractor conformance, initiate knowledge of OSHA & MOSH requirements:

o Subcontractor responsible for costs and damages.

o Submission of accident and injury reports.

o Subcontractor safety programs o Require subcontractor safety representative o Require forty-eight-hour report o Require weekly toolbox safety meeting.

o Maintain safety meeting minutes o Inform subcontractors of procedures o Enforce alcohol, smoking, and drug programs by subcontractors.

o Implement and maintain clean-up.

j) JOBSITE SECURITY Functions

• Monitor and control employee, vendor, and public access to the jobsite.

• Monitor and control material and equipment deliveries to the jobsite.

• Monitor and control material and equipment being removed from jobsite through a material release form.

• Monitor and control site traffic.

• Monitor and perform periodic checks for alcohol and drugs.

• Monitor and control tools.

• Monitor material storage.

• Monitor trailers and all equipment within.

• Monitor compliance with district's No Smoking policy.

• Monitor compliance with district's weapon-free zones.

• Limit employee, vendor access, or interaction with students and staff to CMr staff only.

• Monitor and control employee, vendor theft.

• Ensure all employees onsite have passed applicable background checks.

k) HUMAN RESOURCES:

Construction managers provide assistance and policies on Equal Employment Opportunity, minority and women-owned business enterprises, sexual harassment or discrimination, drug abuse program, labor relations, employment transfers or reassignments and assuring proper personnel for project requirements.

l) PROJECT POST CONSTRUCTION Services:

• Provide Operating and Maintenance manuals.

• Provide digital informational data, spreadsheet logs with photo on all as-installed

HVAC units and mechanical and other major equipment (unit ref.no., model, serial, areas served, location, etc.), HVAC filters, lighting fixtures, finish schedule logs, etc. in a format acceptable to the Owner.

• Complete punch list

• Receive & site store Owner furniture, fixtures, and equipment (FFE). Coordinate install as directed by Owner and consultants.

• Provide move-in protection, only coordinate with Owner and consultants.

• Provide and record trainings on building system operations.

• Secure and assemble warranties or guarantees.

• Provide check-out of equipment and manage building commissioning

• High Performance Building credit documentation and certification requirements (if necessary)

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• Instruct WCPS operating personnel in equipment operating and maintenance procedures.

• Assist the owner with move-in operations during phasing changes, only require coordination with Owner and consultants.

• Provide digital listings of all pertinent building data for major systems, various equipment, and components.

• Provide identification and layout maps for various system access.

• Key logs and key system turnover.

• Conduct a “lessons learned” close out meeting with the Owner.

• Assist in actual start-up of equipment.

• Implement close-out procedures and ensure requirements are met:

o Subcontractors' and vendors' final payment o Resolution of claims o Final change orders o Lien releases o Final lien waivers o Consent of sureties o Assist Owner in enforcement of warranties or guaranties.

o Conduct walk-through with Owner and Contractor one year after project completion.

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Appendix: 2

WCPS: Request For Qualifications - Public Notice www.wicomicoschools.org

The Wicomico County Board of Education prohibits illegal discrimination based on race, ethnicity, color, ancestry, national origin, religion, immigration status, sex, gender, gender identity, gender expression, sexual orientation, family/parental status, marital status, age, physical or mental disability, poverty and socioeconomic status, language, or other legally or constitutionally protected attributes or affiliations and provides equal access to the Boy Scouts and other Title 36 designated youth groups. Discrimination undermines our community’s long-standing efforts to create, foster and promote equity, inclusion and acceptance for all.

Rick Konrad Purchasing Manager

410-677-4571 rkonrad@mywcps.org

Business Support Services

REQUEST FOR PRE-QUALIFICATIONS

RPFQ 90927-271

CONSTRUCTION MANAGEMENT AT RISK (CMR) SERVICES

Release Date: July 27, 2026

Wicomico County Public Schools (WCPS) is requesting pre-qualifications from Construction Management at Risk (CMr) firms for various systemic renovation projects, building updates and additions, and new buildings with a scope of $10 Million or less.

The pre-qualified CMr firms will provide a range of pre-construction, construction, and post construction services to assist the Board and its Architect/Engineer with the delivery of various projects. Services will range from constructability reviews, the establishment of budgets and schedules, the determination of MBE goals and objectives, solicitation of trade contracts, establishment of the GMP, organization of the work, contract administration, quality assurance and all aspects of the construction process up to and including commissioning, move-in, occupancy and close-out.

Documents are available for download from Euna/Bonfire beginning July 27, 2026.

Submissions must be received no later…