Architect-Engineer_S._Sem._MS_New_Dining_&_Reno._Project_25260017RFQ-JAM.pdf

REQUEST FOR STATEMENT OF QUALIFICATIONS (RFQu)

& PROPOSAL ACKNOWLEDGEMENT

RFQu TITLE: Architect-Engineer for South Seminole MS New Dining & Renovation Project NUMBER: 25260017RFQu-JAM POSTING DATE: Wednesday, November 5, 2025

Voluntary Pre-Proposal Conference: Wednesday, December 10, 2025, at 10:00 AM EST Webex (dial in number) 1-415-655-0003 Meeting number (access code): 2313 478 4533 Meeting password: tdNTCP3pM42

RFQu PROPOSAL DUE DATE & TIME: Monday, January 5, 2026, at 3:00 PM EST

NOTE: RFQu’S RECEIVED AFTER THE DUE DATE AND TIME WILL NOT BE ACCEPTED.

Public proposal opening will be held through Webex only Webex (dial in number) 1-415-655-0003 Meeting number (access code): 2308 158 1699 Meeting password: M5FccGYHc53

PURCHASING CONTACT & TELEPHONE:

John Mahramus, Senior Procurement Agent Email: mahramjz@scps.k12.fl.us; Phone: 407-320-0544

The School Board of Seminole County, Florida, solicits your company to submit a statement of qualifications on the above referenced goods or services. All terms, specifications and conditions set forth in this solicitation are incorporated by this reference into your response. A Proposal will not be accepted unless all conditions have been met. All Proposals must have an authorized signature in the space provided below. All Proposals must be received in the VendorLink portal, www.myvendorlink.com, by the “Proposal Due Date & Time” referenced above. The School Board is not responsible for bidders’ failure to upload their proposal by the due date and time. Proposals may not be withdrawn for a period of ninety

(90) days after the RFQu due date unless otherwise specified.

THE FOLLOWING MUST BE COMPLETED, SIGNED, AND RETURNED AS PART OF YOUR PROPOSAL.

PROPOSALS WILL NOT BE ACCEPTED WITHOUT THIS FORM SIGNED BY AN AUTHORIZED AGENT OF THE

RESPONDENT.

COMPANY NAME: _________________________________________________________________________________________________________

MAILING ADDRESS: _______________________________________________________________________________________________________

CITY, STATE, ZIP: _________________________________________________________________________________________________________

FEDERAL EMPLOYER’S IDENTIFICATION NUMBER (FEIN): ______________________________________________________________________

TELEPHONE NUMBER: _______________________________________ FACSIMILE NUMBER: _________________________________________

I CERTIFY THAT THIS PROPOSAL/SUBMITTAL IS MADE WITHOUT PRIOR UNDERSTANDING, AGREEMENT, OR CONNECTION WITH ANY OTHER RESPONDENT SUBMITTING A PROPOSAL/SUBMITTAL FOR THE SAME MATERIALS, SUPPLIES, EQUIPMENT OR SERVICES, AND IS IN ALL RESPECTS FAIR AND WITHOUT COLLUSION OR FRAUD. I AGREE TO ABIDE TO ALL CONDITIONS OF THIS RFQu AND CERTIFY THAT I AM AUTHORIZED TO SIGN THIS RFQu FOR THE RESPONDENT.

TYPED OR

AUTHORIZED SIGNATURE: ___________________________________ PRINTED NAME: _____________________________________________

TITLE: ____________________________________________________ DATE: ______________________________________________________

EMAIL: __________________________________________________________________________________________________________________ (Rev. 8/2022)

THE SCHOOL BOARD OF SEMINOLE COUNTY, FLORIDA

PURCHASING AND DISTRIBUTION SERVICES DEPARTMENT

400 East Lake Mary Boulevard Sanford, Florida 32773-7127 mailto:mahramjz@scps.k12.fl.us http://www.myvendorlink.com/

RFQu #25260017RFQu-JAM Architect/Engineer for South Seminole MS New Dining & Renovation Project

1.0 PURPOSE & OVERVIEW

A. The intent of this Request for Qualifications (RFQu) is to select an Architectural/Engineering team to provide full design and construction administration services at S. Seminole Middle School pursuant to Chapter 1013, Florida Statutes; the Florida Consultant’s Competitive Negotiation Act, Section 287.055 Florida Statutes; State Requirements for Educational Facilities; Rule 6A-2.0010, Florida Administrative Code; and School Board Rules.

B. In determining whether a firm is qualified, the School Board shall consider such factors as the ability and qualifications of professional personnel; experience and past performance, past litigation; project/task approach and methodology; and references.

2.0 SCOPE OF SERVICES

Seminole County Public Schools (SCPS) is seeking an architectural/engineering firm to provide design and construction administration services for the scope within the construction BUDGET TO BE DETERMINED. Included with the architectural/engineering services will be the predesign effort to work with the Owner and Construction Manager at Risk while prioritizing the scope of work based on cost and phasing strategy.

Scope of Work:

New Dining Facility and Renovations to Various Buildings at South Seminole Middle School located at 101 South Winter Park Drive, Casselberry, FL 32707. SCPS is seeking an architectural/engineering team to provide full design and construction administration services for the interior renovations to buildings 3 and 4, remodeling building 8 to provide improved circulation between the locker areas and the existing gymnasium, along with replacing buildings 1 and 7 with a new dining facility and office spaces.

The construction work will need to be phased as this will remain an active campus. A Tentative Project Schedule is listed below. However, the scope and phasing will be coordinated more definitively once the AE and CM team are under contract. This schedule may change once the architect and contractor are under contract in reviewing the logistics of a tight site with on-campus construction, limited lay-down construction area, and temporary portables placement and removal.

Tentative Schedule for the South Seminole MS New Dining and Renovation Project:

Architect Design Phase 1: May 2026 – Dec 2026 – Design to Replace Building 1 and 7

Phase 2: Oct 2026 to Feb 2027 – Design for Refresh of Buildings 3 & 4, and Design to Remodel Building 8

Construction Phase 1: Apr 2027 – Dec 2027 – Construction of New Dining & Offices Building

Phase 2: Summer 2027 – Construction Refresh of Buildings 3 & 4, and Remodeling of Building 8

Note: Any further information about the proposed project will be provided to the short-listed firms only. At this time the committee is strictly interested in the Architect – Engineering firm’s qualifications to provide full design and construction administration and their experience with construction of similar size and scope.

RFQ #25260017RFQu-JAM

SPECIAL TERMS & CONDITIONS

3.1 AWARD TERM

The School Board’s goal is to promote partnership relationships within the policies and procedures of public procurement. Pursuant toward that end, the successful respondent shall be awarded a contract for the Architecture/Engineering for the South Seminole MS New Dining & Renovation Project.

3.2 PRE-SUBMITTAL CONFERENCE

A. A Voluntary Pre-Proposal Conference will be held on December 10, 2025, 10:00 AM EST via

Webex only. An overview of the solicitation process and review of scope of services will be conducted. While this is not mandatory, all interested parties are encouraged to attend and participate.

B. Individuals covered by the Americans with Disabilities Act of 1990 in need of accommodations to attend public RFQu openings or meetings should contact the School Board’s Purchasing and Distribution Services Department, (407) 320-0478 at least five (5) days prior to the date.

3.3 RFQu CLOSING DATE

Submittals/responses must be received in VendorLink, at myvendorlink.com, no later than 3:00 PM EST, on January 5, 2026. Submittals/responses received after this time will not be considered.

3.4 PUBLIC RFQu OPENING

The RFQu opening will be public on the date and time specified on the Proposer’s Acknowledgment form. The timestamp located on the VendorLink site shall serve as the official authority to determine the lateness of the submission. It is the firm’s sole responsibility to ensure that its proposal is complete and submitted before the due date and at the proper time. Late Bids will not be accepted.

It is the Proposer’s sole responsibility to ensure their Bid(s) are received timely; the School Board shall not be held responsible for late submissions. Proposals by email, facsimile, hand/in-person submission, telegraph, verbal, or telephone will not be accepted. The public opening will acknowledge receipt of the proposal(s) only, and details concerning pricing or the offering will not be announced. All proposals submitted shall become public record upon an announcement of a recommended award or 30 days after the due date whichever occurs first.

(Florida Statute 119.071 (1) (b)). Only the names of the firms submitting qualifications will be read aloud at the RFQu opening. The submittals will not be available for inspection during normal business hours in the Purchasing and Distribution Services Department until 30 days after the proposal opening date or notice of a decision or intended decision; whichever is earlier, by appointment,

3.5 QUESTIONS CONCERNING RFQu

John Mahramus, Senior Procurement Agent, is the designated Purchasing Representative and will be responsible for facilitating the entire evaluation process and the sole point of contact for all Respondents. Questions concerning any portion of this RFQu shall be emailed to the designated Purchasing Representative as listed below. Questions should be submitted by the question deadline listed herein. Submit questions to: John Mahramus, Senior Procurement Agent, Email:

mahramjz@scps.k12.fl.us.

3.6 NO CONTACT CLAUSE

Vendors, contractors, consultants, or their representatives shall not meet with, speak individually with, or otherwise communicate with School Board members, the Superintendent, or School District staff, other than the designated Buyer; and School Board members, the Superintendent, or School District staff, other than the designated Purchasing Representative, shall not meet with, speak individually with, or otherwise communicate with vendors, contractors, consultants, or their mailto:mahramjz@scps.k12.fl.us representatives, about this specific solicitation once an Invitation to bid, request for quote, request for proposal, intent to negotiate, or request for qualifications has been issued. Such communication with any party other than the designated purchasing agent shall be prohibited until the School Board has awarded the competitive solicitation. Any such communication shall disqualify the vendor, contractor, or consultant from responding to the subject Invitation to bid, request for quote, request for proposal, invitation to negotiate, or request for qualifications.

3.7 CLARIFICATION AND ADDENDA

A. It is incumbent upon each respondent to carefully examine all specifications, terms, and conditions contained herein. Any inquiries, suggestions, or requests concerning interpretation, clarification, or additional information shall be made in writing, (e-mail acceptable) through the purchasing representative named herein. The School Board will not be responsible for any oral representation(s) given by any employee, representative, or others. The issuance of a written addendum is the only official method by which interpretation, clarification, or additional information can be given.

B. If it becomes necessary to revise or amend any part of this RFQu, addenda will be issued, notice may be obtained by accessing the Purchasing and Distribution Services website. Addenda will be posted to VendorLink, the School Board’s third party notification at “https://www.scps.k12.fl.us/district/departments/purchasing/comp-solicitations-contracts/”.

Respondents must acknowledge receipt(s) of addenda in their submitted proposal(s). Each respondent should ensure they have received all addenda and amendments to this RFQ before submitting their proposal/response. The District will not manually distribute by mail/fax/email addenda to prospective respondents.

3.8 SUBMITTAL REQUIREMENTS

Firms interested in providing the required professional services shall upload one (1) digital electronic portable document format (pdf) proposal to the VendorLink Portal (myvendorlink.com) no later than the date and time specified on page 1 of this solicitation.

Contact VendorLink technical support at support@evendorlink.com, if technical difficulties arise during proposal submission.

Submittals shall be clear, concise, typed, indexed by subject, and in an easy-to-read format.

**** If Confidential Materials are submitted, they shall be segregated, clearly labeled and submitted as a separate (pdf). Confidential Materials must also be accompanied by an executed Non- Disclosure Agreement for Confidential Materials (Attachment “F”). See Tab 7 ****

3.9 ECONOMY OF PRESENTATION

The information requested should be submitted in a clear, concise, typed, indexed by subject, and in an easy-to-read format. The emphasis in each qualifications package must be on completeness and clarity of content. To expedite the evaluation of qualifications packages, it is mandatory that Respondents follow the format and instructions contained herein. The School District is not liable or responsible for any costs incurred by any Respondent in responding to this RFQu including, without limitation, costs for presentations and/or demonstrations if requested. Applications that do not comply with the instructions, including information outlined in the Qualification Package Guidelines will not be considered. All information received will be maintained with the project file and cannot be returned.

3.10 QUALIFICATION PACKAGE GUIDELINES

A. To facilitate analysis of its qualification package, the Respondent shall prepare its qualification package in accordance with the instructions outlined in this section. If the Respondent’s qualification package deviates from these instructions, such qualification package may, in the School District’s sole discretion, be rejected.

https://www.scps.k12.fl.us/district/departments/purchasing/comp-solicitations-contracts/

B. The School District emphasizes that the Respondent focuses on accuracy, completeness, and clarity of content.

C. Cross Referencing to the greatest extent possible, each section shall be written on a standalone basis so that its contents may be evaluated with a minimum of cross-referencing to other sections of the qualifications package. Information required for evaluation of qualifications, which is not found in its designated section, will be assumed to have been omitted from the qualifications package.

D. Glossary of Abbreviations and Acronyms. Each section shall contain a glossary of all abbreviations and acronyms used, with an explanation for each. If no abbreviations and/or acronyms are used, then a glossary is not required.

E. Page Size and Format. Page size shall be 8.5 x 11 inches, not including foldouts. Pages shall be single-spaced. The text size shall be 11 point or larger. Use at least one (1) inch margins on the top and bottom and three-quarter (3/4) inch side margins. Pages shall be numbered sequentially by section.

F. Legible tables, charts, graphs, and figures shall be used wherever practical to depict organizations, systems, and layouts, implementation schedules, plans, etc. These displays shall be uncomplicated, legible, and shall not exceed eleven (11) by seventeen (17) inches in size when printed. Foldout pages shall fold entirely within the section and count as a single page when printed. Foldout pages may only be used for large tables, charts, graphs, diagrams, and schematics; and not for pages of text.

G. Labeling. All sections of the original qualifications package should have section tabs.

3.11 SCHOOL BOARD RIGHTS

A. The School Board has the sole discretion and reserves the right to cancel this RFQ, to reject any and all submittals, waive any and all informalities and/or irregularities, or to re-advertise with either the identical or revised specifications if it is deemed to be in the best interest of the School District to do so.

B. The School Board reserves the right to make an award to the response deemed to be most advantageous to the School District.

C. The School Board reserves the right to award the Contract to the next most qualified Firm if the successful Firm does not begin the contracted services within the prescribed fifteen (15) days or if an acceptable fee cannot be negotiated.

D. The successful Firm shall not discriminate against any person in accordance with federal, state, or local law.

E. Firms will be notified in writing as to whether or not they have been selected for this Contract.

3.12 COMPLIANCE WITH THE JESSICA LUNSFORD ACT

The Florida Statutes require that all persons or entities entering into contracts with the School Boards/School Districts/Charter Schools who may have personnel who will be on school grounds when students may be present, or who will have contact with students shall comply with the level 2 screening requirements of the Statute and School District Standards. The required level 2 screening includes fingerprinting that must be conducted by the District. Any individual who fails to meet the screening requirements shall not be allowed on school grounds. Failure to comply with the screening requirements will be considered a material default of this contract/agreement.

3.13 INSURANCE REQUIREMENTS

The Contractor/Vendor will provide before the commencement of work, and attach to their submittal, a certificate(s) evidencing such insurance coverage to the extent listed in the attached proposed agreement (Attachment J).

3.14 DISCLOSURE OF PROPOSAL CONTENT AND PUBLIC RECORD REQUIREMENTS

A. All material submitted becomes the property of the School Board of Seminole County, Florida, and may be returned only at the District’s option. The School District has the right to use any or all ideas presented in any reply to this Request for Qualifications. Selection or rejection of any Proposal does not affect this right.

B. The School Board of Seminole County, Florida, is governed by the Public Records Law, Chapter 119, Florida Statutes (F.S.). Only trade secrets as defined in Section 812.081(1)(c), F.S. or financial statements required by the School District for projects as defined in 119.071(1)(c), F.S. (hereinafter “Confidential Materials”), may be exempt from disclosure.

If a Respondent submits Confidential Materials, the information must be segregated, accompanied by an executed Non-Disclosure Agreement for Confidential Materials and each pertinent page must be clearly labeled “confidential” or “trade secret.” The School District will not disclose such Confidential Materials, subject to the conditions detailed within the Agreement, which is attached to this solicitation. When such segregated and labeled materials are received with an executed Agreement, the School District shall execute the Agreement and send the Respondent a “Receipt for Trade Secret Information.”

C. CONTRACTOR’S PUBLIC RECORDS. Pursuant to §119.0701 Florida Statutes, “Contractors” as defined by statute that enter into a contract for services with the School Board and are acting on behalf of the School Board are required to comply with public records laws and to specifically:

1. Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform the service.

2. Provide the public with access to public records on the same terms and conditions that the School Board would provide the records and at a cost that does not exceed the cost provided by statute or as otherwise provided by law.

3. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law.

4. Meet all requirements for retaining public records and transfer, at no cost, to the School Board all public records in possession of the Contractor upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the School Board in a format that is compatible with the information technology systems of the School Board.

5. If a Contractor does not comply with a public records request, the School Board shall enforce the contract provisions which may include immediate termination of contract.

6. IF THE CONTRACTOR HAS QUESTIONS REGARDING

THE APPLICATION OF CHAPTER 119, FLORIDA

STATUTES, TO THE CONTRACTOR’S DUTY TO

PROVIDE PUBLIC RECORDS RELATING TO THIS

CONTRACT, CONTACT THE CUSTODIAN OF PUBLIC

RECORDS, CAROLYN BEDSOLE, IS PROJECT

MANAGER AT 407-320-0466,

carolyn_bedsole@scps.k12.fl.us, THE SCHOOL

BOARD OF SEMINOLE COUNTY, FLORIDA, 400 EAST

LAKE MARY BLVD., SANFORD, FLORIDA 32773.

3.15 EXPENSES INCURRED

This invitation does not commit the School Board of Seminole County to award a contract. Nor shall the School District be responsible for any cost or expense incurred by any Respondent in preparing and submitting a reply, nor for any cost or expense incurred by any Respondent prior to the execution of a contract agreement

3.16 AMERICANS WITH DISABILITIES ACT

Individuals covered by the Americans with Disabilities Act of 1990 in need of accommodations to attend public openings or meetings sponsored by the School Board of Seminole County, shall contact the Office of Purchasing & Warehouse Services at 321-633-1000, at least five (5) days prior to the scheduled opening or meeting.

3.16.1 POSTING OF RFQu CONDITIONS/SPECIFICATIONS This RFQu will be posted for review by interested parties on VendorLink located on the District’s website:

“https://www.scps.k12.fl.us/district/departments/purchasing/comp-solicitations-contracts/” and will remain posted up to and including the Due Date of this RFQ. In accordance with Florida Statutes 120.57(3), with respect to a protest of the terms, conditions, and specifications contained in a solicitation, including any provisions governing the methods for ranking bids, proposals, or replies, awarding contracts, reserving rights of further negotiation, or modifying or amending any contract, the notice of protest shall be filed in writing within 72 hours after the posting of the solicitation. Failure to file a specification protest within the time prescribed in Florida Statutes 120.57(3) will constitute a waiver of proceeding under Chapter 120, Florida Statutes.

3.17 RFQu TABULATIONS, RECOMMENDATIONS, AND PROTEST RFQu Tabulations with award recommendations are posted to the Purchasing and Distribution Services’ website at:

https://www.scps.k12.fl.us/district/departments/purchasing/comp-solicitations-contracts/ Failure to file a protest within 72 hours, the time prescribed in Section 120.57(3) Florida Statutes will constitute a waiver of proceedings under Chapter 120, Florida Statutes and School Board Rules. RFQu tabulations or recommendations are available through links on the District’s website and notices will not be mailed. SBSC Policy # 6326 Resolution of RFQu Protest may be found online at https://www.scps.k12.fl.us/district/school-board/policies-procedures/.

3.18 PROHIBITION AGAINST CONTRACTING WITH SCRUTINIZED COMPANIES In accordance with Section 287.135 of the Florida Statutes, THE SCHOOL BOARD RESERVES THE RIGHT TO REJECT ANY OR ALL OFFERS, TO WAIVE INFORMALITIES, AND TO ACCEPT ALL OR ANY PART OF ANY OFFER AS MAY BE DEEMED TO BE IN THE BEST INTEREST OF THE SCHOOL BOARD “A company that, at the time of bidding or submitting a proposal for a new contract or renewal of an existing contract, is on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, created pursuant to s. 215.473, is ineligible for, and may not bid on, submit a proposal for, or enter into or renew a contract with an agency or local governmental entity for goods or services of $1 million or more.” Section 215.473 defines a company to include “all wholly owned subsidiaries, majority-owned subsidiaries, parent companies, or affiliates of such entities or business associations that exists for the purpose of making profit.” By submitting a response to this solicitation, a respondent certifies that it and those related entities of respondent as defined above by Florida law are not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, created pursuant to s. 215.473. Any respondent awarded a Contract as a result of this solicitation shall be required to recertify at each renewal of the Contract that that it and its related entities are not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. The School Board may terminate any Contract resulting from this solicitation if respondent or a related entity as defined above is found to have submitted a false certification or been placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. Notwithstanding the preceding, the School Board reserves the right and may, in its sole discretion, on a case by case basis, permit a company on such lists to be eligible for, bid on, submit a proposal for, or enter into or renew a contract, should the School Board determine that the conditions set forth in Section 287.135(4) are met.

https://www.scps.k12.fl.us/district/departments/purchasing/comp-solicitations-contracts/ https://www.scps.k12.fl.us/district/school-board/policies-procedures/

3.19 DEFINITIONS

Consultant - Independent contractors who are considered to have education, specialized knowledge, experience, or abilities not generally available within the School District. This includes but is not limited to accountants, actuarials, appraisers, architects, artists, auditors, counselors, designers, economists, educators, engineers, financial analysts, lobbyists, management and systems analysts, medical practitioners, planners, promoters, researchers, scientists, sociologists, surveyors, trainers, and other professionals as designated by the Purchasing Director.

Contract - Agreement between the Respondent and the School Board of Seminole County for services as defined in the Scope of Services.

District - The School District of Seminole County, Florida.

Firm - Any business Firm that will be or has been awarded a contract by the School District.

Florida Statute - A permanent collection of state laws organized by subject area into a code made up of titles, chapters, parts, and sections. The Florida Statutes are updated annually by laws that create, amend, or repeal statutory material.

Insurer - Insurance Company that provides insurance coverage as specified in this RFQ.

Owner - The School Board or designated representative(s).

Project Architect - The Project Architect role usually indicates the individual who is responsible for overseeing the Architectural aspects of the development of the design and production of the construction documents ("plans") and specifications. The position generally involves coordinating the needs of the School District, designer and technical staff, and outside consultants such as Structural Engineers, Mechanical Engineers, Civil Engineers, and Landscape architects.

Purchasing Representative - Director of Purchasing and Distribution Services or designee for the School Board of Seminole County, Florida.

Respondent - The person, Firm, or corporation who submits a response.

School Board - The School Board of Seminole County, Florida.

School District - The School District of Seminole County, Florida.

School District Project Manager The user department Project Manager for the project.

Scope of Services - The complete details of the services involved in the design, fabrication, and assembly of the components of a project's deliverables into a working product.

State Requirements for Educational Facilities (SREF) - The SREF is generally organized by a sequence of steps required in the facilities procurement process and covers general definitions, property acquisition/disposal, finance, lease and lease-purchase, historic buildings, program development, professional services, inspection services, design standards, and inspection standards.

3.20 REFERENCES

Florida Board of Professional Engineers- http://www.fbpe.org/

Florida Building Code- http://www.floridabuilding.org

Florida Department of Education (FDOE) - http://www.fldoe.org

Florida Statute 2014 -http://www.leg.state.fl.us/Statutes/index.cfm?Mode=View%20Statutes&Submenu=1&Tab=statutes

&CFID=72725658&CFTOKEN=42781737

The School Board of Seminole County, Florida current Design Standards are posted on the Facilities Services Website by clicking on the “Facilities Document Link” located at:

https://www.scps.k12.fl.us/district/departments/facilities-planning/project-management/

State Requirements For Educational Facilities (SREF) - http://www.fldoe.org/finance/edual-facilities/sref/

3.21 ATTACHMENTS

“A” RFQu Tentative Schedule of Events “B” Drug Free Workplace “C” Certification Regarding Debarment, Suspension Ineligibility and Voluntary Exclusion

Lower Tier Covered Transactions “D” Conflict of Interest “E” Prohibition Against Contingent Fees “F” Non-Disclosure Agreement for Confidential Materials “G” Certification Statement - Prohibition against Contracting with Scrutinized Companies “H” Report of Unsatisfactory Materials and/or Service (sample) “I” Reference Form “J” Draft Service Agreement (Sample) (Separate Document) “K” Vendor Affidavit Regarding the Use of Coercion for Labor and Services

4.0 QUALIFICATION PACKAGE GUIDELINES / WRITTEN SUBMITTAL REQUIREMENTS

EVALUATION CRITERIA

The recommendation of the Evaluation Committee is advisory only and shall be submitted to the Superintendent for review and recommendation for action to the School Board of Seminole County, Florida. The Superintendent reserves the right to recommend that all submittals be rejected and a new RFQu be issued or to submit such other recommendations to the School Board that the Superintendent deems to be in the best interest of the School Board.

4.1 SCORING FOR WRITTEN SUBMITTALS

A. The Evaluation Committee may consist of a representative of the Business Advisory

Committee, a School Board Member (non-voting), Assistant Superintendent of Operations, Director of Project Management and Facilities or Designee, Director of Facilities Services or Designee, Dining Services Representative, School Principal, Facilities Project Manager, Chief Technology Officer or Designee, and Director of Purchasing & Distribution Services (non-voting). The Purchasing Department will facilitate the process and be the point of contact for all issues. No attempt should be made by Proposers to contact or influence any committee member directly or indirectly. The Evaluation Committee shall score the entire process.

http://www.fbpe.org/ http://www.floridabuilding.org/ http://www.fldoe.org/ http://www.leg.state.fl.us/Statutes/index.cfm?Mode=View%20Statutes&Submenu=1&Tab=statutes&CFID=72725658&CFTOKEN=42781737 http://www.leg.state.fl.us/Statutes/index.cfm?Mode=View%20Statutes&Submenu=1&Tab=statutes&CFID=72725658&CFTOKEN=42781737 http://www.fldoe.org/finance/edual-facilities/sref/ http://www.fldoe.org/finance/edual-facilities/sref/

B. An adjectival scoring system shall be applied throughout the evaluation process for the evaluation of the written responses and the oral presentation/informal interviews. A score of 0 is the least favorable and a score of 4 is the most favorable in all sections.

C. The Respondent’s response will be scored by Evaluation Committee members in accordance with the following scale:

0 – 0.5 = Unsatisfactory: Not responsive to the question.

1.0-1.5 = Below Minimum Standards: Responsive to the question but below acceptable standards.

2.0-2.5 = Marginal: Minimally acceptable performance standards and responsive to the question.

3.0-3.5 = Satisfactory: Above minimum performance, Effective and Responsive to the question.

4.0 = Exceeds Expectations for effectiveness and responsiveness to the question.

NOTE: The Evaluation Committee member’s score will be multiplied by the “weighted value” assigned to each section, resulting in the total score for that section.

Tab 1 Respondent’s Profile and Written Submittal Letter (Non-Scored)

RFQu Submittal Letter signed by an authorized agent of the business/corporation with proof of authorization from the business. A brief profile of the firm, including:

A. Brief history of the business B. Organizational structure of the business C. Ownership interests D. Present status and projected direction of the business

Tab 2 Business Structure (Weighted Value 10)

Documentation from the appropriate state’s agency confirming the firm’s legal entity type (i.e., sole proprietorship, partnership, limited liability partnership, corporation, Limited Liability Corporation, etc.). For non-Florida businesses submit documentation from the state in which the business was formed and documentation from the State of Florida providing authorization to perform business in the state of Florida. Respondents submitting as joint ventures shall submit a copy of their joint venture agreement. If a joint venture or prime/subcontractor arrangement of two Firms, indicate how the work will be distributed between the partners.

Time in Business - Length of time the Firm has been in business under the same name.

Capabilities - Size, resources, and capabilities of responding entity:

A. Location of principal offices which will be responsible for the implementation of this contract B. Location of other offices from which resources may be drawn C. Organizational structure of business entity for this program (partners, associates, consultants, sub-contractors, other participation).

D. Indicate the depth of staff and capabilities from within the organization which can be drawn upon as needed, including management, professional technical, and support staff.

Licenses and Certificates – Attach a copy of the Firm’s license and a copy of the business registration. Respondent shall be properly registered to practice in the State of Florida with the appropriate state board governing the services offered. The Evaluation Committee may verify the current status with the appropriate state board.

Note: Charitable organizations that qualify under Florida Statutes No. 205.192 are exempt from this requirement.

Tab 3 Experience and Past Performance (Weighted Value 45) Respondents may submit any information they deem appropriate for evaluation of past performance with other related service contracts, which have/had scope similar to the services detailed in the Scope of Services section of this RFQ.

List all projects in which your firm has provided/is providing Architectural/Engineering Services in the past five (5) years which are most related to this contract (K-12 public schools capital improvement construction experience List all K-12 projects contracted within the last five years. In determining which projects are more related, consider related size and complexity; how many members of the proposed team worked on the listed project; and how recently the project was completed. List the projects in priority order, with the most related project listed first. For each of the listed projects, provide the following information:

Identify:

A. Name and location of the school -

1. The nature of the firm’s responsibilities/work activities

2. Owner’s representative name, address, and phone number

3. The name and telephone number of the project architect

4. Date completed

5. Size of the program (number and type of facilities).

6. Cost of program (original Guaranteed Maximum Price and final construction cost). Indicate construction cost per gross square feet ($/SF).

7. Schedule Adherence

8. Identify governing authorities over the project and outline staff experiences with said agencies. Place special emphasis on experience with the Florida Department of Education or other school district authorities.

The committee requires that the firm’s direct project experience be differentiated from individual staff experience. Therefore, if you choose to identify individuals’ project experience (gained at other firms), this section should be clearly subdivided as follows:

1. Firm’s Project Experience

2. Individuals’ Project Experience (while employed by other firms)

B. Litigation –

1. Identify all litigation in which your Firm has been a party to legal action (including arbitration, administrative proceedings, etc.) or lawsuits during the last five (5) years for claims in excess of $100,000.00. Include a brief description of the dispute and its current status. Where the action or lawsuit involved a guaranteed maximum price contract, please describe the particular circumstances giving rise to the dispute and the actions which your Firm took to attempt to settle the matter prior to and after the suit was filed.

2. Describe in detail any projects within the last three years where liquidated damages, penalties, liens, defaults, cancellations of contract, or termination of the contract were imposed, sought to be imposed, threatened, or filed against your organization.

Tab 4 Methodology (Weighted Value 35) For two of the projects listed in “Project Experience”:

A. Describe the methods of cost control utilized and the resulting benefits.

B. Describe the way in which your firm developed and maintained project schedules.

How did you develop schedules and how often are they updated? Include specific examples of scheduling challenges, and how your firm helped solve them.

C. Describe the types of records, reports, monitoring systems, and information management systems that your firm used in the management of those projects.

Provide examples of each report used.

D. Describe the way your firm maintained quality control during the pre-construction, design, and construction phases. Provide specific examples of how these techniques were used.

Tab 5 References (Weighted Value 5) The Respondent shall provide a minimum of three (3) references and (3) letters from owner representatives for projects that the Firm has provided and/or is providing professional services, which are similar in scope to this RFQu. References shall be current, dated within two (2) years of this solicitation, and shall be submitted with your proposal. Reference shall be included in this tab as part of the submittal and the Respondent must utilize the Reference Form attached to this solicitation as Attachment “I”. Please note, SBSC employees ARE NOT PERMITTED to provide references.

Tab 6 Workload (Weighted Value 5) Provide a list of outstanding (active) projects, client names, and status of completion, anticipated completion dates, dollars committed to open projects, and overall workload with all Owners including the School Board of Seminole County.

Tab 7 – Confidential Materials, Performance and Payment Bond, Audited Financial Statements and Litigation Information (Weighted Value: Pass/Fail)

(a score of Fail for this section will disqualify your submittal).

CONFIDENTIAL MATERIALS SHALL BE SEGREGATED, CLEARLY LABELED AND

SUBMITTED AS A SEPARATE (PDF).

CONFIDENTIAL MATERIALS MUST ALSO BE ACCOMPANIED BY AN EXECUTED NON-

DISCLOSURE AGREEMENT FOR CONFIDENTIAL MATERIALS (ATTACHMENT “F”).

A. Financial Stability. Each respondent is required to submit documentation to demonstrate that their business is fiscally and operationally sound, with sufficient human and financial resources necessary to (1) fulfill the implicit and explicit contractual obligations identified in this solicitation and

(2) provide the level of services required by the specifications that result from the solicitation

Respondents are required to submit the following checked items. This documentation is required to be submitted with your response to this solicitation, if it is not submitted your response will be disqualified. If both 1 and 2 are checked, then Respondent may submit either 1 or 2:

1. Preferred Documentation: Surety Bond commitment letter in the amount stated below.

The surety bond commitment letter must:

a. Be written by a Surety that (1) holds a certificate of authority authorizing it to write surety bonds in Florida and (2) has a minimum A.M. Best’s Rating of “A-” (or industry equivalent).

b. Be on Surety’s letterhead.

c. State that the Surety will provide a Surety Bond (Performance Bond and/or Payment

Bond (see item (d) below) in the amount of $6,000,000 for the Respondent. The exact amount will be determined during the negotiation phase.

d. If subcontractors are used to fulfilling any portion of the final contract, then the commitment letter should include both a Performance Bond and a Payment Bond.

The Surety shall also maintain a current certificate of authority as an acceptable Surety on Federal Bonds in accordance with U.S. Department of Treasury Circular 570, current revision. If the amount of the bond exceeds the underwriting limitations set forth in Circular 570, in order to qualify, the net retention of the surety company shall not exceed the underwriting limitation in Circular 570 and the surety shall provide evidence satisfactory to the Board that the amount in excess of the net retention is protected by co-insurance, reinsurance, or other methods in accordance with Treasury Circular 297, Revised September 1, 1978 (31 CFR Section 223.10, Section 223.11).

IMPORTANT: Required Surety value may be increased or decreased during the negotiation phase and/or contract term if the contract value changes. The School Board shall determine the actual amounts of the performance and/or payment bonds, based upon the final specifications agreed in the award. Surety will be required to provide Surety Bond through a licensed Florida Agent within ten days following the Board’s approval of the final agreement. Prior to the Performance and Payment Bonds being delivered to the Board, the bonds shall be recorded by the awarded Respondent, in the public records of Seminole County, Florida and the bonds delivered to the Board shall indicate such recording has been executed. Performance and Payment Bond Assurances are required by Section 255.05, Florida Statutes for all construction projects with a contract value greater than $200,000 and may be required for construction projects with a contract value of $200,000 or less.

2. Substitute Documentation: Audited Financial Statements.

a. Submit the Respondent’s two (2) most recent fiscal years’ complete, audited Financial Statements, including income statement, balance sheet, statement of owner’s equity, statement of cash flows, management analysis and discussion, and financial notes sections.

b. Provide the name, title, address, and phone number of the financial officer of the Respondent responsible for providing this information.

c. The Respondent’s audited financial statements will be evaluated by the SBSC’s Chief Financial Officer(s) and/or designee(s) to determine the Respondent’s ability to meet the implicit and explicit contractual obligations identified in this solicitation and provide the level of services required by the specifications that result from the solicitation

3. No Financial Documentation Required:

B. Pending Litigation Disclosure. Each respondent is required to provide disclosure of any current or pending litigation on the Respondent’s letterhead. Respondent shall disclose any material changes in the business operations of the Respondent, including without limitation any pending bankruptcy proceedings, bankruptcies, receiverships, mergers, acquisitions, stock acquisitions, spin-offs, arbitration, administrative proceedings, etc. which have occurred within the last five (5) years, and any material pending or threatened litigation. If appropriate, discuss the impact of these changes on the Respondent’s financial or managerial ability to perform the noted tasks under this Contract.

Tab 8 Insurance Coverage and Other Required Forms (Non-Scored) Attach evidence of required insurance coverage or proof of insurability in the amounts indicated. If available, a properly completed ACORD Form is preferable. Final forms must contain the correct solicitation and/or project number and School Board of Seminole County, Florida contact person. Firms that have owner/operators that have filed a "Notice of Election to be Exempt" shall submit a copy with the proposal. Incorporated and Unincorporated Firms that qualify for an exemption under the Florida Worker’s Compensation law in Chapter 440 Florida Statutes shall submit an executed waiver relieving the School District of liability in the event they are injured while providing goods and/or services to the School District.

Certificate of Insurance Liability (COI) Signed Request for Qualification & Proposal Acknowledgement (Page 1) Signed Addenda Acknowledgement(s) (if applicable) Attachment “B” Drug-Free Workplace Attachment “C” Certification Regarding Debarment, Suspension Ineligibility, and Voluntary

Exclusion Lower Tier Covered Transactions Attachment “D” Conflict of Interest Attachment “E” Prohibition Against Contingent Fees Attachment “G” Certification Statement - Prohibition Against Contracting with Scrutinized

Companies Attachment “K” Vendor Affidavit Regarding the Use of Coercion for Labor and Services

Tab 9 Exceptions to Draft Contract (Non-Scored)

All exceptions to the attached Draft Service Agreement/Contract (Attachment J) must be included in this section. If exceptions to the Draft Service Agreement/Contract are not included in this section, it will be the District’s understanding that your Firm will accept the contract as presented in this RFQu.

5.0 ORAL PRESENTATION/INFORMAL INTERVIEW GUIDELINES - EVALUATION CRITERIA FOR

SHORT-LISTED FIRMS:

After an evaluation of the proposals, the evaluation committee may conduct interviews or presentations from a short list of vendors. If this is determined, your company will be contacted for the interview or presentation, which may occur on the date listed in Attachment “A”. Again, this is an optional interview or presentation that will be determined by the evaluation committee.

In accordance with Florida Statute 286.0113, the oral interviews, presentations, and evaluation committee meetings will be exempt from the public meeting requirement (F.S. 286.011) in cases where the following activities occur:

(b)1. Any portion of a meeting at which a negotiation with a vendor is conducted pursuant to a competitive solicitation, at which a vendor makes an oral presentation as part of a competitive solicitation, or at which a vendor answers questions as part of a competitive solicitation is exempt from s. 286.011 and s. 24(b), Art. I of the State Constitution.

2. Any portion of a team meeting at which negotiation strategies are discussed is exempt from s. 286.011 and s. 24(b), Art. I of the State Constitution.

(c)1. A complete recording shall be made of any portion of an exempt meeting. No portion of the exempt meeting may be held off the record.

2. The recording of, and any records presented at, the exempt meeting are exempt from

s. 119.07(1) and s. 24(a), Art. I of the State Constitution until such time as the agency provides notice of an intended decision or until 30 days after opening the bids, proposals, or final replies, whichever occurs earlier.

SCORING FOR ORAL PRESENTATION

An adjectival scoring system shall be applied throughout the evaluation process for the evaluation of written responses and the oral presentation/informal interviews. A score of 0 is the least favorable and a score of 4 is the most favorable in all sections.

The Respondent’s response will be scored by Evaluation Committee members in accordance with the following scale:

0 – 0.5 = Unsatisfactory: Not responsive to the question.

1.0-1.5 = Below Minimum Standards: Responsive to the question but below acceptable standards.

2.0-2.5 = Marginal: Minimally acceptable performance standards and responsive to the question.

3.0-3.5 = Satisfactory: Above minimum performance, Effective and Responsive to the question.

4.0 = Exceeds Expectations for effectiveness and responsiveness to the question.

NOTE: The Evaluation Committee member’s score will be multiplied by the “weighted value” assigned to the different sections listed here, resulting in the total score for that section.

The Short-Listed Firms should be prepared to discuss the following topics with the Evaluation Committee Members. In addition, the Short-Listed Firms may be provided with specific questions related to the sections listed below.

1. Overall Approach and Methodology (Weighted Value 30)

The Respondents should demonstrate verbally and/or graphically, their plan for performing the overall required services, documenting the services to be provided and showing the interrelationship of all parties.

2. Project Management and Reporting (Weighted Value 30)

Provide clear details about your firm’s project management technique, approach to value engineering, utilizing SBSC A/E Standards and Guidelines, project status reporting/scheduling, and co-control/estimating, bidding, GMP development, conflict resolution, and quality control. Respondents must provide clear detail as to how their managers maintain constant contact with the District Representative while reporting on each assigned task and related phase of each project.

3. Project Experience and Qualifications of Personnel Assigned to Project (Weighted

Value 30) The Respondent shall express the general and specific project-related experience and capability of in-house staff and sub-consultants and their functions as it relates to this RFQu.

The Respondent(s) should name the actual staff to be assigned to this project, describe their ability and experience, and portray the function of each within their organization and their proposed role on this project. The proposed project staff should be present for oral presentations and/or interviews. If a joint venture, or prime subcontractor arrangement of two (or more) firms, the Respondent must indicate how the work shall be distributed between the associated firms.