Architectural_and_Engineering_Services_(Addendum_#1_Revision).pdf

RFQ-21432

ARCHITECTURAL AND ENGINEERING SERVICES

Cleveland Metropolitan School District

1111 Superior Ave E

Cleveland, OH 44114

RELEASE DATE: October 17, 2025

DEADLINE FOR QUESTIONS: November 3, 2025

RESPONSE DEADLINE: November 16, 2025, 12:00 pm

Cleveland Metropolitan School District

REQUEST FOR QUALIFICATION

Architectural and Engineering Services

I. Introduction II. Project Details

III. Scope of Work IV. Evaluation Criteria V. Submittals

Attachments:

A - Designer RFQ 2025 (1) (1)

Request For Qualification #RFQ-21432 Title: Architectural and Engineering Services

1. Introduction

1.1. Summary

Architectural and engineering services for everything ranging from new construction, renovations, alterations, and demo.

1.2. Contact Information

Project Contact:

Hollie Dellisanti

Executive Director of Architectural Services

1111 Superior Ave.

Cleveland, OH 44114

Email: hollie.dellisanti@clevelandmetroschools.org

Phone: (216) 701-3525

Procurement Contact:

Lisa Johnson

Purchasing Coordinator

1111 Superior Avenue

19th Floor

Cleveland, OH 44114

Email: lisa.johnson@clevelandmetroschools.org

Phone: (216) 838-0423

Department:

Capital Projects

1.3. Timeline

Release Project Date October 17, 2025

Question Submission Deadline November 3, 2025, 2:00pm

Question Response Deadline November 10, 2025, 2:00pm

Proposal Submission Deadline November 16, 2025, 12:00pm mailto:hollie.dellisanti@clevelandmetroschools.org tel:(216)701-3525 mailto:lisa.johnson@clevelandmetroschools.org tel:(216)838-0423

2. Project Details

2.1. Important Instructions for Electronic Submittal

The Cleveland Metropolitan School District is accepting electronic bid submissions. Bidders shall create a

FREE account with OpenGov Procurement by signing up at https://procurement.opengov.com/signup.

Once you have completed account registration, browse back to this page, click on "Draft Response", and follow the instructions to submit the electronic bid.

https://procurement.opengov.com/governments/696/signup

3. Scope of Work

3.1. Architectural and Engineering Services

Project Overview The electorate recently approved a bond issue for facility improvements. The District is currently engaged in a dynamic facility evaluation process to determine the long-range roll of its buildings in the education of students. At the end of that evaluation process, the District will implement that plan and make improvements to those buildings the community and the Board of Education determine will be long term assets. To make those improvements, the District needs to retain design professionals. This RFQ will be used to shortlist design professionals for various projects funded by the recent bond issue. The design delivery methods will be as permitted by the Ohio Revised Code and the needs of the project and will be either:

Multiple Prime Contractors (Design, Bid, Build)

General Contracting

Construction Manager Agent

Construction Manager at Risk or

Design Build

A. Project Description

· HVAC upgrades including the addition of air conditioning to schools that do not have it.

· Roof repair, refurbishment, and replacements and other improvements to building envelopes.

· Repair, renovation, refurbishment, structural improvements and/or additions to existing schools.

· New construction of a school or other district facility.

· Parking, sidewalk, playground, ball field improvements and other improvements to District property.

· Generally, design will be consistent with the Ohio School Design Manual (though for demonstrated reasons the District may deviate from the OSDM).

· The District expects the Budget and timing of individual school projects will vary depending on the individual facility needs and the availability of funding but will be in the range of $50,000 to

$50,000,000.

B. Scope of Services

The District may select more than one Architect/ Engineer or Criteria Architect/Engineer (collectively

“Designer”) to perform services. The selected Designer, as a portion of its required Scope of Services and prior to submitting its proposal for services, will discuss and clarify with the Owner the cost breakdown of the Designer’s Agreement detailed cost components to address the Owner’s project requirements.

Participation in the District's Community Inclusion Program is required by the Agreement (a copy of that program is included as if fully re-written herein).

It is anticipated that the parties will agree to a scope definition document and then proceed to

Construction Document Preparation, Bid and Award Support, Conformed Documents, Construction

Administration and Post-Construction. Larger projects will follow the Program of Requirements, Schematic Documents, Design Development and then Construction Documents with estimating at each stage of Design. Refer to the Ohio School Design Manual for additional information about the type and extent of services required for each phase. The District will use a short form contract for smaller projects and a modified OFCC from for larger projects.

For projects under $5,000,000 provide not less than 5 hours (excluding travel time) on-site construction administration services each week per school, including (1) attendance at progress meetings, (2) a written field report of each site visit,

(3) on-site representation comprised of the A/E and its consultant staff involved in the primary design of the project, all having relevant and appropriate types of construction administration experience. For projects $5,000,000 and above, provide not less than 10 hours of construction administration as described above.

For purposes of completing the Relevant Project Experience Matrix in Section F of the Statement of

Qualifications (Form F110-330), below is a list of relevant scope of work requirements for this RFQ:

1. Project Delivery Method (MP, GC, CMR, DB)

2. Role on Project (CMA, OA, CMR, DB, GC, Trade)

3. Academic Facility

4. K-12 Facility

5. Elementary School (K-5) or High School (9-12)

6. Renovation while occupied

7. Construction on Occupied Site

8. LEED Certification (Reg., Cert., Silver, Gold, Plat.)

9. Ohio Capital Improvement Process (State of Ohio Contracts/OAKS CI)

10. 21st Century School Design

For scope items 1, 2, 5, 7, and 8 listed above, insert one of the noted abbreviations in the Relevant

Project Experience Matrix instead of using an “ x ” when applicable to one of the 10 Example Projects.

C. Funding / Estimated Budget

Total Project Cost $50,000 – $20 million State Funding $0

Construction Cost Not determined Other Funding PI/Maintenance Levy and other funds

Estimated Designer

Fee 6% to 7%

NOTE: The Designer fee percentage for this project includes all professional design services, and consultant services necessary for proper completion of the Basic Services for the successful completion of the project, including but not limited to: review and verification of the Program of Requirements provided by the Owner, validation of existing site conditions (but not subsurface or hidden conditions), preparation of cost estimates and design schedules for the project. Fees may be negotiated and allocated for Additional Services (e.g., creation of a Program Requirements, extensive evaluation or validation of site conditions, extensive pre-design investigations, code-required special inspection and testing, Quality Assurance testing during the construction period, and testing due to unforeseen conditions).

D. Services Required (see note below) E. Anticipated Schedule

Primary Architecture, Mechanical Engineering Professional Services Start (mm/yy) 12/25

Secondary Technology, Structural, Civil, Construction Stage Start (mm/yy) 03/26

Electrical, Plumbing, Food Service Consultant, Auditorium Consultant, Construction Stage Completed

(mm/yy) 12 /29

Hazardous Materials evaluation Professional Services Completed (mm/yy) 06 /30

F. Community Inclusion Goal

Percent of initial TOTAL A/E Fee See plan

Others

NOTE: The primary Designer shall be (1) a registered architect holding a license and certificate of authorization issued by the Ohio Architects Board pursuant to ORC Chapter 4703, (2) a landscape architect holding a license and certificate of authorization issued by the Ohio Landscape Architects

Board pursuant to ORC Chapter 4703, or (3) a professional engineer or professional surveyor holding a license and certificate of authorization issued by the Ohio Engineers and Surveyors Board pursuant to

ORC Chapter 4733.

G. Evaluation Criteria for Selection

· Demonstrate ability to meet Owner’s scope, budget, and schedule on previous projects.

· Previous experience compatible with the proposed project (e.g., $50,000 to $50,000,000).

· Relevant past work of prospective firm’s proposed consultants.

· Past performance of prospective firm and its proposed consultants.

· Qualifications and experience of individuals directly involved with the project.

· Proposer’s previous experience (number of projects, sizes of projects) when working with its proposed consultants.

· Specification writing credentials and experience.

· Experience and capabilities of creating or using Critical Path Method (CPM) schedules and of using CPM schedules as a project management resource.

· Approach to and success of using partnering and Alternative Dispute Resolution.

· Proximity of prospective firms to the project site.

· Proposer’s apparent resources and capacity to meet the needs of this project.

· Past experience with Design-Assist/Design Build.

· See rating form at end of this RFQ.

Interested Design Firms are required to submit the Commitment to Participate in the District's

Community Inclusion Program. Firms in its Statement of Qualifications (Form F110-330) submitted in response to the RFQ should indicate its intent to contract with and use DBE certified Business

Enterprise(s), as a part of the Designer’s team. The Intent to Contract and to Perform and / or waiver request letter and Demonstration of Good Faith form(s) with complete documentation must be attached to the Technical Proposal. Both forms can be accessed via the OFCC website at http://ofcc.ohio.gov. The Intent to Contract and to Perform form is again required at the Fee Proposal stage.

For all Statement of Qualifications, please identify the DBE certified Business Enterprises, by name, which will participate in the delivery of the proposed professional services solicited in the RFQ.

H. Submittal Instructions

Firms are required to submit the current version of Statement of Qualifications (Form F110-330) available via the OFCC website at http://ofcc.ohio.gov.

Paper copies of the Statement of Qualifications should be stapled only. Do not use special bindings or coverings of any type. Cover letters and transmittals are not necessary.

Electronic submittals should be combined into one PDF file named with the project number listed on the

RFQ and your firm’s name. Also, please label the CD or thumb drive project and firm name.

Facsimile or e-mailed copies of the Statement of Qualifications may be rejected.

Firms are requested to identity professional registrations and credentials including but not limited to:

LEED GA, LEED AP, LEED AP+, CCCA, CCM, CCS, CDT, DBIA, CPE, and any other appropriate design and construction industry credentials. Identify that information on the resume page for individual in Block

22, Section E of the F110-330 form.

LEED Credentials: Leadership in Energy & Environmental Design (Green Building Certificate Institute)

GA: Green Associate

AP: LEED AP (Legacy LEED Accredited Professional without http://ofcc.ohio.gov/ http://ofcc.ohio.gov/ specialty)

AP +: (see below)

LEED AP BD+C (Building Design and Construction)

LEED AP ID+C (Interior Design and Construction specialty)

LEED AP O+M (Operations and Maintenance specialty)

LEED AP ND (Neighborhood Development specialty)

LEED AP Homes (Specialty for residential LEED construction)

Other Industry Credentials

ACEC: American Council of Engineering Companies

AIA or FAIA: American Institute of Architects

CCCA: Certified Construction Contract Administrator

(CSI)

CCM: Certified Construction Manager (CMAA)

CCS: Certified Construction Specifier (CSI)

CDT: Construction Document Technologist (CSI)

CMAA: Construction Management Association of

America

CPE: Certified Professional Estimator (American

Society of Professional Estimators)

CSI or FCSI: Construction Specifications Institute

DBIA or Associate DBIA: Design-Build Institute of

America (list credentials, not memberships)

NCARB: National Council of Architectural

Registration Boards (list certification only)

NCIDQ: National Council for Interior Design

Qualifications

NSPE: National Society of

4. Evaluation Criteria

4.1. Phase 1

No. Evaluation Criteria Scoring Method Weight (Points)

1. Approach & Methodology 0-5 Points 30 (46.2% of Total)

2. Experience with projects of similar size and scope 0-5 Points 20

(30.8% of Total)

3. Price 0-5 Points 15 (23.1% of Total)

4.2. Phase 2

N o.

Evaluation Criteria Scori ng

Met hod

Wei ght

(Poi nts)

1. 1. Primary Firm Location, Workload and Size (Maximum 10 points)

a. Proximity of firm to project site

Less than 20 miles 5 miles to 50 miles

More than 50 miles 0 b.

Amount of fees awarded by

CMSD in previous months

Less than

$500,000 2

$500,000 to $2,000,000 1

More than $2,000,000 0

c. Number of licensed professionals

Less than 3 professionals

Max = 3 3 to 10 professionals

More than 10 professionals

Poin ts

Base d

(10

% of

Tota l)

2. 2. Primary Firm Qualifications(Maximum 30 points)

SelectionCriteria Value Score

2. Primary Firm

Qualifications(Maximum 30 points)

a. Project management lead

Experience / ability of project manager to manage scope

/ budget/ schedule / quality

0 – 10

b. Project design lead

Experience / creativity of project designer to achieve owner’s vision and requirements

0 – 10

Max

= 20

c. Technical staff

Experience / ability of technical staff to create fully coordinated construction documents

0 – 5

d. Construction administration staff

Experience / ability of field representative to identify and solve issues during construction

0 – 5

Base d

(30

% of

3. 3. Key Consultant Qualifications (Maximum 20 points)

SelectionCriteria Value Score

3. Key Consultant Qualifications

(Maximum 20 points)

a. Key discipline leads

Experience / ability of key consultants to perform effectively and collaboratively

0 -15

b. Proposed EDGE-certified Consultant participation*

One additional point for every

2 percent increase in professional services over the advertised

EDGE

participation goal

0 – 5

Base d

(20

% of

Tota l)

4. 4. Overall Team Qualifications (Maximum 10 points)

a. Previous team collaboration Less than 3 sample projects 1 Max = 3 3 to 9 sample projects 2 More than 9 sample projects 3

b. LEED** Registered / Certified project experience Registered projects 1 Max = 2 Certified projects 2

c. BIM project experience Training and knowledge 1 Max = 3 Direct project experience 3

d. Team organization Clarity of responsibility / communication demonstrated by table of organization 0 - 2

Poin ts

Base d

(10

% of

5. 5. Overall Team Experience (Maximum 30 points)

a. Previous team performance Past performance as indicated by evaluations and letters of reference 0 - 10

b. Experience with similar projects / delivery methods Less than 3 projects 0 - 3 3 to 9 projects 4 - 6 More than 9 projects 7 – 10

c. Budget and schedule management Performance in completing projects within original construction budget and schedule 0 - 5

d. Knowledge of Ohio Capital Improvements Less than 3 projects 0 -1 3 to 9 projects 2 - 3 More than 9 projects 4 - 5

Poin ts

Base d

(30

% of

5. Submittals

The District reserves the right to reject any and all proposals, to waive any and all informalities or irregularities, and to disregard all non-conforming responsive conditional proposals. Each Proposer is liable for all proposal errors or omissions. A proposer shall not be permitted to alter or amend any proposal documents after the Proposal deadline time and date detailed in the RFP unless such is formally requested, in writing, by the District.

5.1. Respondent Submittals (without Cost)*

A. Transmittal Cover Letter: Prepare a letter transmitting the proposal on business letterhead. The letter should identify the business name, phone number, and business web address along with the name, phone number and email address of the key contact person. The letter must have the signature of a person with authority to obligate the business. The transmittal letter shall also contain a statement that the proposal is a firm offer for a ninety (90) day period.

B. General Information Section

1. Executive Summary: Information about the service provider’s history, structure, organizational metrics, and qualifications for fulfilling the District’s requirements

2. Business Health: information about the service provider’s financial structure and viability, particularly as it relates to fulfilling a multiple-year agreement.

3. Experience: information about the service provider’s current and previous contracts, particularly those with organizations similar to the District.

4. General Narratives about at least three clients using services similar to those being proposed for the District.

5. Management support services: information about staff, project, issue, performance, quality, and risk management methodology.

6. Security: information about the service provider’s policies, practices, and standards for maintaining the confidentiality and integrity of clients’ data, intellectual property, and trade secrets.

7. Risks: service provider’s evaluation of the greatest challenges and risks associated with the particular services and suggestions for mitigating risk.

8. Dispute resolution: information about the service provider’s standard dispute resolution methodologies.

C. Response to Scope of Work Section: The Response to Scope of Work Section of the proposal shall specifically address the manner in which the proposer will meet scope and requirements described in the Scope of Work & Requirements Section of Specifications. The proposal shall provide enough information so that the evaluators will be able to determine the proposer’s ability to meet the scope of work, requirements, and minimum qualifications. Simply paraphrasing the RFP statement of requirements will not be sufficient data for the evaluation and may be considered as a non-responsive proposal response.

*Response required

5.2. Name & Title of the Authorized Signatory*

*Response required

5.3. Compliance Declaration*

It is the policy of the authorized signatory's firm that equal employment opportunity be afforded to all qualified persons without regard to race, religion, color, sex, national origin, age, or handicap.

In support of this policy, the authorized signatory's firm will not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, or handicap.

The authorized signatory's firm will take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to race, color, sex, national origin, age, or handicap. Such action will include, but not be limited to:

Recruitment, advertising, or solicitation for employment, hiring, placement, upgrading, transfer or demotion, selection for training including apprenticeship rates of pay or other forms of compensation, layoffs or termination.

The authorized signatory's company states that they are of current applicable requirement pertaining to

Fair Labor Standards and Non-Discriminatory Practices of Federal, State, and Local Governments.

The authorized signatory further acknowledges that if the contract is awarded to the undersigned, the undersigned will comply with all Fair Labor Standard Practice.

☐ Please confirm

*Response required

5.4. Non-Collusion Statement

By confirming, the authorized signatory affirms that they are making the foregoing proposal, that such proposal is genuine and not collusive or sham; that said proposer has not colluded, conspired, connived, or agreed, directly or indirectly, with any proposer or person, to put in a sham proposal, or that such other person shall refrain from proposing, and has not in any manner, directly or indirectly sought by agreement or collusion, or communication or conference, with any person, to fix the proposal price of affiant or any other proposer, to fix any overhead, profit or cost element of said proposal price, or of that of any proposer, or to secure any advantage against the Board of Education of the Cleveland

Metropolitan School District, or any person or persons interested in the proposal; and that all statements contained in said proposal are true; and further that such proposer has not, directly or indirectly, submitted this proposal, or the contents thereof, or divulged information or data relative thereto to any Association or to any member or agent thereof.

☐ Please confirm

5.5. Conflict of Interest Form

Cleveland Metropolitan School District (CMSD) adheres to Ohio Ethics Law and strictly follows the opinion of the Ohio Ethics Commission. As such, each vendor is requested to submit this statement declaring any potential conflicts of interest in doing business with the District. Please answer the following two questions providing all requested information.

5.5.1. Are any current Cleveland Metropolitan School District (CMSD) employees, Cleveland Board of Education members, or any of their immediate family members, also members of the vendor’s board of directors, hold any officer position with the vendor, or own any shares of any stock issued by the vendor?*

☐ Yes

☐ No

*Response required

5.5.2. If Yes, and if the CMSD employee, CMSD board member, or immediately family member is a member of the vendor’s board of directors or holds an office with the vendor, please state the person’s name and position with the vendor.

5.5.3. If Yes, and if the CMSD employee, CMSD board member, or immediate family member owns share of any stock in the vendor organization or company, state the percentage of all outstanding company shares owned by the CMSD employee or board member.

5.5.4. Are any current CMSD employees, CMSD board members, or any immediate family members also employees of the vendor? *

☐ Yes

☐ No

*Response required

5.5.5. If Yes, please state the person’s name and provide a description of their job duties for the provider:

5.5.6. If Yes, please describe the contact that the vendor will have with the CMSD employee or CMSD board member in the course of providing services to the District:

5.5.7. CERTIFICATION*

By confirming, the authorized signatory certifies that the foregoing statements are true and accurate and that my signature below attests to the authenticity of my identity as the person actually signing this form. This document is not a contract. In order for a binding Agreement to exist, a signed Agreement will be required prior to any legally binding commitment by the District.

☐ Please confirm

*Response required

5.6. Proposer Qualifications Form

5.6.1. Taxpayer Identification Number*

*Response required

5.6.2. How many years has your organization been in business?* *Response required

5.6.3. How many years has your organization been in business under its current name?*

*Response required

5.6.4. List any other aliases your organization has utilized in the last two years and the form of Business*

Respond N/A if not applicable.

*Response required

5.6.5. State the principal place of doing business.*

*Response required

5.6.6. If you are currently a corporation, state the date of incorporation.* *Response required

5.6.7. If you are currently a corporation, list the following:*

• President’s name

• Secretary’s name

• Treasurer’s name

• Statutory agent’s name

• Name of shareholders, if less than 10

*Response required

5.6.8. If you are currently in a partnership, state the name and address of all general and limited partners.*

*Response required

5.6.9. If you are currently in a partnership, list the original name and date of organization’s inception.*

*Response required

5.6.10. If you are neither a corporation nor a partnership, please describe your organization and list principals.*

5.6.11. Are you legally qualified to do business in the State of Ohio, Cuyahoga County, and/or the City of Cleveland?*

☐ Yes

☐ No

*Response required

5.6.12. Has your organization ever been (i) declared by a customer to be in default under a contractor and/or (ii) sued by a customer for failure to completely a contract or properly perform services in a timely manner? If yes, please state where, when, and why.*

*Response required

5.6.13. Has your organization ever been cited by a local, county, state, or federal authority for violation of a regulation or statute or failing to timely complete a contract in accordance with specifications? If yes, please state date, agency, and final disposition. *

*Response required

5.6.14. Has your organization ever filed for bankruptcy? If yes, please state where, when and why?*

*Response required

5.6.15. Has your organization ever been sued by a supplier for failure to timely pay for materials or equipment provided? If yes, please provide details. *

*Response required

5.6.16. What is the dollar limit of your firm’s General (CLS) Liability Insurance?* Please list the following information as well:

• Name of insuring company

• Policy Number

*Response required

5.6.17. What is the dollar limit of your firm’s Automotive Liability Insurance?* Please list the following information as well:

• Owned vehicles

• Non-Owned vehicles

• Name of insuring company

• Policy number

5.6.18. List the name and address of every person having an interest in this solicitation.*

*Response required

5.6.19. Has any federal, state or local government entity ever cited or taken any action against your organization or any of its principals for failure to pay or remit any taxes including but not limited to income, withholding, sales, franchise, or personal property taxes? If yes, please give name of agency, date and amount of taxes overdue and resolution of the issue. *

*Response required

5.6.20. Is your organization and its’ principals current in payment of personal property taxes?*

☐ Yes

☐ No

*Response required

5.6.21. By confirming, the prospective lower tier participant certifies, by submission of this solicitation, that neither it nor its principals is presently debarred, suspended, proposed, for debarment or suspension, declared ineligible, or voluntarily excluded from participation in this transaction by any State and/or Federal Department or Agency.

☐ Please confirm

5.6.22. If the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participants shall upload an explanation to this solicition.

5.7. Instructions for Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions

This certification is required by the regulations implementing Executive Order 12549, Debarment and

Suspension, 13 CFR

Part 145. The regulations were published as Part VII of the May 26, 1988 Federal Register (pages 19160-

19211). Copies of the regulations are available from local offices of the U.S. Small Business Administration.

INSTRUCTIONS FOR CERTIFICATION

1. By affirming and submitting this proposal, the prospective primary participant is providing the certification set out below.

2. The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency's determination whether to enter into this transaction.

However, failure of the prospective primary participant to furnish a certification or an explanation shall disqualify such person from participation in this transaction.

3. The certification in this clause is a material representation of fact upon which reliance was placed when the department or agency determined to enter into this transaction. If is is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default.

4. The prospective primary participant shall provide immediate written notice to the department or agency to which this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances.

5. The terms "covered transaction," "debarred," "suspended," "ineligible," "lower tier covered transaction," "participant," "person," "primary covered transaction," "principal," "proposal," and

"voluntarily excluded," as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order 12549. You may contact the department or agency to which this proposal is submitted for assistance in obtaining a copy of those regulations (13 CFR Part

145).

6. The prospective primary participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency entering into this transaction.

7. The prospective primary participant further agrees by submitting this proposal that it will include the clause titled "Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion--

Lower Tier Covered Transactions," provided by the department or agency entering into this covered transaction, without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions.

8. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the ineligibility of its principals. Each participant may, but is not required to, check the Nonprocurement List.

9. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings.

10. Except for transactions authorized under paragraph 6 of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause or default.

5.7.1. Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions*

By confirming, the proposer agrees to the following:

(1) The prospective primary participant certifies to the best of its knowledge and belief that it and its principals:

A. Are not presently debarred, suspended, proposed for disbarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency;

B. Have not within a three-year period preceding this application been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property;

C. Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity

(Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and

D. Have not within a three-year period preceding this application had one or more public transactions (Federal, State, or local) terminated for cause or default.

(2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective primary participant shall attach an explanation to this proposal.

☐ Please confirm

*Response required

5.8. References

Include below three references of equal or larger size to this current RFP project. Public sector experience is preferred, but not required. Please attach relevant supporting documentation, such as project plans, scope of work.

5.8.1. Reference 1: Company/School Name, Address, Type of Business, Contact Person Name and Phone Number, Date of Service & Description of Services Provided*

*Response required

5.8.2. Reference 2: Company/School Name, Address, Type of Business, Contact Person Name and Phone Number, Date of Service & Description of Services Provided*

5.8.3. Reference 3: Company/School Name, Address, Type of Business, Contact Person Name and Phone Number, Date of Service & Description of Services Provided*