Attachments A & B - Mandatory Documents.pdf

ATTACHMENT A

MANDATORY RESPONSIVE REQUIREMENTS

ATTACHMENT A

MANDATORY RESPONSIVE REQUIREMENTS

By submitting a Response to the RFQ, the CM Firm certifies that:

1. It is not on the Suspended Vendor List maintained pursuant to section 287.042(1)(a), F.S., and neither the CM

Firm nor any supplier, subcontractor, nor consultant included in its RFQ are on the Convicted Vendor, Discriminatory Vendor, Antitrust Violator Vendor, or Forced Labor Vendor Lists.

2. Neither the CM Firm nor any firm principal (including officers, directors, or executives) is presently suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation on this transaction by any federal department or federal agency.

3. It has no delinquent obligations to the State.

4. It is not on the Scrutinized Companies with Activities in Sudan List, the Scrutinized Companies with Activities in Iran Terrorism Sectors List, or the Scrutinized Companies that Boycott Israel List, nor is it engaged in a boycott of Israel.

5. If a Florida corporation, partnership, or LLC, the CM Firm certifies the CM Firm is currently registered and has active status with the Florida Department of State, Division of Corporations, or, if an out-of-state organization, it certifies it currently has active status and a Florida Certificate of Authority from the Florida Department of State, Division of Corporations.

6. If a joint-venture, the CM Firm certifies all firms in the joint-venture are currently registered and have active status with the Florida Department of State, Division of Corporations, or, for any out-of-state corporation, the CM Firm certifies all firms in the joint-venture currently have active status and a Florida Certificate of Authority from the Florida Department of State, Division of Corporations.

7. It is in compliance with section 448.095(2)(a), F.S., and that within the last 365 days, it has not had a contract terminated under section 448.095(5)(c), F.S., by a public employer.

8. It is in compliance with all applicable disclosure requirements in section 286.101, F.S., and has not been deemed ineligible for a grant or contract funded by a state agency pursuant to section 286.101(7), F.S.

9. It has provided the Department with all the information and requested documentation listed in RFQ Section 6, Response Instructions, by the deadline set forth in Section 4, Timeline of Events. The CM Firm certifies the information and documents have been submitted in a non-restricted manner that permits the Department to save and share the submitted documents.

10. It has not and will not use any federally appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or other award covered by 31 U.S.C. 1352 and shall disclose to the Department any lobbying with non-federal funds in connection with obtaining any federal award.

11. It employs an individual who has a valid general or building contractor license and is a qualifying agent of the CM Firm pursuant to the requirements of Chapter 489, Florida Statutes.

12. At the time of submittal of its Response, the CM Firm has been prequalified by the Department pursuant to Rule 60D-5.004(2)(a), Florida Administrative Code. The confirmation letter received from the Department within the past 24 months confirming the CM Firm’s prequalification must be included in the Response.

13. It is not currently involved in any lawsuits or other proceedings before any court, administrative agency, or other tribunal in which the Department has alleged that the CM Firm breached one or more terms of a construction contract or otherwise failed to satisfactorily complete a construction project.

Signature below certifies the CM Firm conforms with all Responsive Requirements listed above. Signature below further certifies acknowledgment of the CM Firm’s ongoing duty to provide updates to the Construction Procurement Liaison should a change in CM Firm’s circumstances render these certifications no longer true.

Signature of Authorized Representative CM Firm Name

Date

ATTACHMENT B

CONTRACTOR EXPERIENCE QUESTIONNAIRE

CONTRACTOR EXPERIENCE QUESTIONNAIRE AND FINANCIAL INFORMATION

DMS Form CM01 1 (Rev. 07/2025)

The information listed is required to be filed with the Department of Management Services (DMS) in accordance with the applicable solicitation document.

The firm responding to the solicitation (Respondent or Firm) is required to complete all Items 1-14. If the Respondent is a joint venture, then each entity that is a party to the joint venture must individually complete the entire form.

Project Information:

• Project Number - Use the DMS Project number as shown in the contract documents or RFQ advertisement.

• Project Name - Use the Project name as shown in the contract documents or RFQ advertisement.

• Project Location - Use the location as indicated in the contract documents or RFQ advertisement.

Respondent must provide or identify:

1. The entity’s name as listed with the Department of State, Division of Corporation Listing on http://www.sunbiz.org/ or “sunbiz.org;”

2. The requested business structure information;

3. The Firm’s annual construction gross revenue for previous five (5) years;

4. The Firm’s current bonding capacity;

5. Years in business under current name;

6. The number of full-time personnel within the Firm;

7. Subsidiary or affiliated companies’ financial involvement information;

8. Construction management personnel experience for the Firm;

9. If the Firm or predecessor organization failed to complete a project;

10. If the Firm or predecessor organization has been involved in litigation;

11. The most recent ten (10) contracts completed by the Firm;

12. Explain the differences in final contract price and/or scheduled completion dates for the ten (10) most recently completed contracts;

13. Any liquidated damages, penalties, liens, defaults, cancellations, or early terminations imposed or filed for the ten

(10) most recently completed contracts; and

14. All contract information requested below for projects currently under construction.

DIRECTIONS: Items 1-14 must be fully completed or marked “Does Not Apply” for any non-pertinent item(s).

The Department reserves the right to request the Respondent provide its most recent audited financial statements or other documents evidencing a Respondent’s financial stability as set forth in subsection 287.057(27), Florida Statutes.

The Respondent acknowledges that DMS may, at its discretion, by means which DMS may choose, determine the truth and accuracy of all representations made by Respondent and Respondent agrees to assist DMS with any reasonable requests made in connection therewith. Notwithstanding the foregoing, the Respondent acknowledges that in the event the Respondent is selected for an interview/presentation or an award of a contract, DMS will be relying upon the representations made by Respondent in making such selection.

If additional space is required, supplementary pages may be attached.

http://www.sunbiz.org/

DMS Form CM01 2 (Rev. 07/2025)

Project Number: __________________________ Project Name: _________________________________________________________________ Project Location: _____________________________________________

1. Firm Name: _______________________________________ Firm Address: _________________________________________________________________ Contact Name and Telephone Number: _______________________________________ Contact Email Address: ____________________________

2. Business Structure: (List all Firm names if partnership or joint venture)

Corporation ( ) Joint Venture ( ) Partnership ( ) Limited Liability Company ( )

If Firm is a corporation, limited liability company, or limited partnership, a copy of the Firm’s State of Florida Certificate of Status is required. If Firm is a joint venture and one or more parties to the joint venture is a corporation, limited liability company, or limited partnership, a copy of State of Florida Certificate of Status for all such corporations, limited liability companies, and limited partnerships is required.

If Corporation, answer below If Joint Venture or Partnership, answer below

Date of incorporation: Date of organization:

State of incorporation: State of organization:

Names of Corporate Officers Organizations or partners involved:

President:

Vice President:

Secretary:

Treasurer:

If LLC, answer below Date of organization:

State of organization:

Names of Company Managers

DMS Form CM01 3 (Rev. 07/2025)

3. Annual construction gross revenue for Respondent for previous five (5) years:

Year: $

Year: $

Year: $

Year: $

Year: $

4. Firm’s current bonding capacity:

A. Per Project Limit: $ B. Per Aggregate Limit: $

5. Provide the number of years the Firm has been in the construction business.

A. Number of years under the current business name:

B. List previous business names and the number of years under each name:

Name Years

6. Number of full-time personnel within the Firm:

A. Executive Administrators:

B. Preconstruction Managers and Estimators:

C. Construction Project Managers:

D. Field Superintendents and Foremen:

E. Other Field Construction Employees:

F. Administrative Assistants:

G. Total number of full-time personnel:

7. Subsidiary or affiliated companies in which the Firm’s principal(s) have financial interest and list nature of business:

Name Nature of Business 1.

2.

3.

4.

DMS Form CM01 4 (Rev. 07/2025)

8. Identify construction management personnel and experience.

(Highlight personnel likely to be assigned to project being bid or solicited)

Name Title

Years with Firm or Years in Construction

1.

2.

3.

4.

5.

For staff members within the Firm that will be working during the preconstruction and construction phases if awarded a contract, indicate the phase(s) in which they will be performing work and provide resumes which contain details about these individuals’ abilities, including their experience with relevant projects, length of time worked in construction, and length of time with the Firm.

9. Within the previous five (5) fiscal years has the Respondent or its predecessor organization(s) ever failed to complete a project? If so, state the name of the project and the reason thereof:

1.

2.

3.

5.

10. Within the previous five (5) fiscal years has the Respondent or predecessor organization(s) ever been involved in litigation with a client? If so, list the client and explain the nature of the litigation and the current status.

1.

2.

3.

5.

Continued on next page.

DMS Form CM01 5 (Rev. 07/2025)

11. List the most recent ten (10) contracts completed by the Respondent:

Construction Budget Construction Duration Completion Dates

Owner of Project Project Name and Location Building Type Name of Architect-

Engineer Original GMP Final Contract

Price Project Start

Date

Original Completion

Date

Actual Completion

Date

DMS Form CM01 6 (Rev. 07/2025)

With reference to the ten (10) most recently completed contracts listed in Item 11, answer Items 12 and 13.

12. Explain the differences in the GMP vs. Final Contract Price and/or Original Completion Date vs. Actual

Completion Date

13. Were any liquidated damages, penalties, liens, defaults, cancellations, or early terminations imposed or filed? If so, list the name and location of the project, and any damages, penalties, liens, defaults, cancellations, or early terminations imposed or filed, if known.

14. Provide contract information for projects currently under construction as requested below. If more than seven projects are currently under construction, use the seven largest dollar value projects.

Project Description, Location, & Owner Architect- Engineer

Total Contract Amount

Uncompleted Contract Amount

Scheduled Substantial

Completion Date

Totals