Attachments C, D, & E - Supporting Documents.pdf

ATTACHMENT C

CONSTRUCTION MANAGER SELECTION GUIDE

Division of Real Estate Development and Management 4050 Esplanade Way

Tallahassee, FL 32399-0950 850-488-2786

Ron DeSantis, Governor Pedro Allende, Secretary

SELECTION GUIDE FOR CONSTRUCTION MANAGERS

FLORIDA DEPARTMENT OF MANAGEMENT SERVICES

REAL ESTATE DEVELOPMENT AND MANAGEMENT

July 2025

(Rev. 07/2025) 2

TABLE OF CONTENTS

SECTION 2 OVERVIEW

2.1 Order of Events

SECTION 3 STATUTORY AUTHORITY

SECTION 4 ADVERTISEMENT / NOTIFICATION

SECTION 5 STANDARD QUALIFYING DATA AND FORMS

SECTION 6 SELECTION PROCEDURES

6.1 Selection Committee

6.2 Briefing and Training for Selection Committee Members

6.3 Selection Schedule

6.4 Selection Procedure

SECTION 7. CONSTRUCTION MANAGER SELECTION FORM GUIDELINES FOR

SELECTION COMMITTEE AND INSTRUCTIONS FOR CM FIRM

7.1 Preliminary Screening Categories

7.2 Presentations and Interview Categories

SECTION 8 CONTRACTING PROCESS

(Rev. 07/2025) 3

SECTION 1 Definitions

Bureau Chief – The Bureau Chief of Building Construction within REDM.

Client Agency – A State agency under contract with the Department to receive project management, administration services, or assistance from the Department pursuant to section 255.31(2), F.S.

CM Firm – A construction management entity, as defined in section 255.32(1)(a), F.S.

Construction Manager Agreement – The written agreement between the Department and the awarded CM Firm that results from an RFQ.

Construction Manager Selection Form – The Evaluation Summary Sheet – General Contractor/Construction Manager Selection form, number DMS PD-24.

Construction Procurement Liaison – The Department employee who serves as the procurement officer for RFQs and ensures the appropriate procurement procedures are followed when soliciting CM Firms.

Construction Project – As defined in section 255.32, F.S.

Continuing Contract – A contract with a CM Firm for work during a defined time period on construction projects described by type, which may or may not be identified at the time of entering into the contract.

Contracts Administrator – The Department employee who serves as the administrator for a Project, helps prepare documents for a Project (e.g., change orders, authorizations, activations), and works closely with the Project Manager to facilitate administration of the Project.

Department – The Department of Management Services, a State agency. References to the Department in this document will also include the Division of Real Estate Development and Management (REDM).

Form CM01 – The Contractor Experience Questionnaire and Financial Information form.

Project – See definition above for Construction Project.

Project Manager – The person designated by the Department to provide direct interface with the CM Firm with respect to a Project.

REDM – The Department’s Division of Real Estate Development and Management.

Request for Qualifications – A competitive solicitation for one or more CM Firms issued by the Department.

Response – The document(s) submitted by a Respondent in response to an RFQ.

RFQ – See definition above for Request for Qualifications.

State – The State of Florida.

VIP – The Vendor Information Portal, available at https://vendor.myfloridamarketplace.com/.

https://vendor.myfloridamarketplace.com/

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SECTION 2 OVERVIEW

The Department will issue a competitive solicitation for a CM Firm in connection with a Project estimated to exceed the Category Five threshold amount provided in section 287.017, F.S., except in cases of valid public emergencies certified by the Secretary of the Department. In furtherance of this solicitation, the Department will establish the Selection Committee for the CM Firm solicitation to evaluate prospective CM Firms in accordance with this guide. The relative ability of a CM Firm to perform the services required shall be determined utilizing the evaluation criteria set forth in the underlying Request for Qualifications, this guide, Rule Chapter 60D-5, F.A.C., and section 287.055, F.S. The Construction Procurement Liaison will assist in guiding the Selection Committee through the solicitation process.

2.1 Order of Events

2.1.1. Project established based on agency needs.

2.1.2. Department’s Project Manager appointed.

2.1.3. General scope of Project created.

2.1.4. An Architect-Engineer is selected at this point for most projects.

2.1.5. Draft advertisement for a CM Firm is created by the Project Manager and the Department’s

Construction Procurement Liaison.

2.1.6. The selection schedule is established by the Construction Procurement Liaison in coordination with the Project Manager.

2.1.7. The Selection Committee for selection of the CM Firm is established. The Bureau Chief or their designee should conduct training individually with each Selection Committee member.

2.1.8. The RFQ is published by the Construction Procurement Liaison on the VIP.

2.1.9. Questions from interested CM Firms are received by the Construction Procurement Liaison in accordance with the RFQ.

2.1.10. The Construction Procurement Liaison replies to questions by posting them on the VIP.

2.1.11. Responses to the RFQ are received by the Construction Procurement Liaison.

2.1.12. Timely submitted Responses are reviewed by the Construction Procurement Liaison to determine which vendor submittals comply with the mandatory requirements stated in the solicitation document. For those vendors determined by the Construction Procurement Liaison to be responsive, the Construction Procurement Liaison reviews the information from the submittal packages and enters the profile data onto the Construction Manager Selection Form, as set forth in this guide.

2.1.13. Responsive vendor submittals and the Construction Manager Selection Form are then transmitted individually to the Selection Committee members by the Construction Procurement Liaison.

2.1.14. Submittal packages are independently reviewed by the Selection Committee members, with scores given for the Preliminary Screening portion using the Construction Manager Selection Form. Each Committee member submits their completed Construction Manager Selection Form back to the Construction Procurement Liaison.

2.1.15. The average of the Selection Committee’s Preliminary Screening scores for each criterion are totaled by the Construction Procurement Liaison. Based on these score totals, the Bureau Chief or their designee identifies a minimum of three (3) of the most qualified CM Firms to have an interview and presentation, or have all responsive CM Firms provide an interview and presentation if fewer than three CM Firms submit Responses. The list of CM Firms selected for an interview/presentation will be posted on the VIP by the Construction Procurement Liaison, along with any determinations of a CM Firm being non-responsive.

2.1.16. The Construction Procurement Liaison drafts and sends letters via email to selected CM Firms with details regarding the interviews/presentations.

2.1.17. The selected CM Firms deliver a presentation and are interviewed by the Selection Committee.

2.1.18. The CM Firm’s provided information from the presentation and interview are independently evaluated and scored by the Selection Committee using the Construction Manager Selection Form. Each Committee member submits their completed Construction Manager Selection Form for each interviewed CM Firm to the Construction Procurement Liaison.

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2.1.19. The average of the Selection Committee’s interview and presentation scores for each criterion are totaled by the Construction Procurement Liaison. These accumulated score totals are utilized to determine the CM Firms most highly qualified to perform the required services and the proposed order of precedence.

2.1.20. The order of precedence will be posted on the VIP by the Construction Procurement Liaison.

2.1.21. An authority to negotiate document is prepared by the Construction Procurement Liaison and signed by the Secretary in the event the Secretary approves the recommendation made therein.

2.1.22. Following the 72-hour protest period, if no notices of intent to protest are received, contract negotiations between the Bureau Chief, Project Manager, and the CM Firm deemed most qualified will begin.

2.1.23. Should the Department be unable to negotiate a satisfactory contract at a price that is fair, competitive and reasonable, negotiations with that CM Firm shall be formally terminated. The Department shall then undertake negotiations with the CM Firm deemed second most qualified and thereafter, if necessary, with the CM Firm deemed third most qualified.

2.1.24. A Construction Manager Agreement is filled in by the Department’s Contracts Administrator with information provided by the Project Manager.

2.1.25. The Construction Manager Agreement is signed by the CM Firm first before being routed for signature by an authorized Department representative.

It takes a minimum of 90 days for the CM Firm Selection Process. This timeframe may coincide with the independent competitive solicitation for the Project’s Architect-Engineer.

Department forms for the solicitation of a CM Firm are available on the Department’s Building Construction webpage, which may be accessed at the following:

https://www.dms.myflorida.com/business_operations/real_estate_development_and_management/buildin g_construction/forms_and_documents.

SECTION 3 STATUTORY AUTHORITY

The authority for the selection process described in this guide regarding the Department’s procurement of a CM Firm is set forth in section 287.055, F.S. (pursuant to section 255.32, F.S.), as implemented by Rule Chapter 60D-5, Florida Administrative Code (F.A.C.).

SECTION 4 ADVERTISEMENT / NOTIFICATION

Notice of the RFQ for an identified Project is posted in the Florida Administrative Register with instructions on how interested CM Firms may apply. However, the actual RFQ is only available on VIP. Each RFQ lists requirements for providing Construction Manager at Risk services and the qualification data to be submitted to the Department. A selection is made from only those CM Firms deemed responsive pursuant to the requirements listed in the RFQ.

The Construction Procurement Liaison ensures the Project is properly advertised, allowing a minimum of thirty (30) calendar days for interested CM Firms to submit qualifications and is the sole point of contact for communications between the Department and interested vendors during the solicitation. The RFQ, created by REDM, lists Project requirements, due dates, and the posting site (VIP) for notices regarding the solicitation. Prior to posting the RFQ, the Construction Procurement Liaison will work with the Project Manager to determine the scheduling of events in the solicitation.

SECTION 5 STANDARD QUALIFYING DATA AND FORMS

The documentation to be submitted by a CM Firm will be set forth in the solicitation document. The Construction Procurement Liaison will review each CM Firm’s timely submitted Response to verify if the necessary data and forms have been provided and will determine if the CM Firms are responsive pursuant to the requirements listed in the RFQ. Information from each responsive CM Firm’s submittal packages will be entered into the profile section of the Construction Manager Selection Form by the Construction https://www.dms.myflorida.com/business_operations/real_estate_development_and_management/building_construction/forms_and_documents https://www.dms.myflorida.com/business_operations/real_estate_development_and_management/building_construction/forms_and_documents

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Procurement Liaison. Responsive vendor submittals are then individually transmitted to the Selection Committee by the Construction Procurement Liaison.

SECTION 6 SELECTION PROCEDURES

6.1 Selection Committee

A Selection Committee will consist of a minimum of five persons. Committee members will include three members selected by the Director of REDM or their designated alternate which will include the Project Manager and other Department staff as needed for the scope of the Project. Two members shall be selected by the Client Agency for which the Project will be constructed, if applicable. Other members may be designated as appropriate, depending on the type of project and the size of the project. The Selection Committee members should remain the same throughout the preliminary screening phase and the presentation and interview phase. Once identified, the Selection Committee members may not discuss the solicitation with other Selection Committee members unless the discussion takes place in accordance with the laws governing public meetings. If a meeting of the Selection Committee is needed, the Office of the General Counsel should be consulted prior to any meeting taking place. The Construction Procurement Liaison will be responsible for scheduling public meetings and adhering to all requirements for public meetings including, but not limited to, advertising and recording any exempt portion of the public meeting pursuant to section 286.0113(2)(c), F.S. When communicating with the Selection Committee members regarding the RFQ, the Construction Procurement Liaison should individually contact the members. Selection Committee members should also not be included in any written or oral communications between the Construction Procurement Liaison and CM Firms regarding the RFQ, with the exception of meeting invitations sent via email.

The Construction Procurement Liaison must obtain each Selection Committee member’s handwritten or electronic signature on a No Conflict of Interest Form prior to sharing any CM Firm submittals for evaluation.

6.2 Briefing and Training for Selection Committee Members

The Construction Procurement Liaison will independently brief the members of the Selection Committee regarding the selection schedule and process, Project scope, and services required. The Selection Committee briefing should be held prior to the RFQ posting.

Training for Selection Committee Members: If needed, training may be provided to Selection Committee members on their role for the competitive solicitation. The Selection Committee training should be held prior to the RFQ posting and will be conducted by the Bureau Chief or their designee, who is not a member of the Selection Committee. The Selection Committee members will receive a copy of this guide as part of the training and applicable Selection Committee members will acknowledge they received the training.

6.3 Selection Schedule

The Project Manager and the Construction Procurement Liaison will work together to identify appropriate dates and times and arrange for a suitable location for the Selection Committee to meet with selected CM Firms for interviews and presentations. The scheduling of the meetings with CM Firms will be coordinated by the Construction Procurement Liaison and will be based on the availability of all Selection Committee members and any other appropriate individuals, such as any subject matter experts assigned to the Project by the Department. Meetings or interviews may be conducted in person or by video conference and must be recorded in accordance with applicable law.

6.4 Selection Procedure

6.4.1. Responsiveness

a. The Construction Procurement Liaison will review each timely submittal and perform an initial responsiveness check confirming a CM Firm’s compliance with all RFQ requirements listed.

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b. The Department will not evaluate Responses from CM Firms who do not meet the mandatory responsive requirements set forth in the RFQ

c. Non-Responsive firms will be notified by posting on VIP, along with the list of CM Firms selected for an interview/presentation.

6.4.2. Preliminary Screening

The Construction Procurement Liaison will review and prepare the Construction Manager Selection Form for responsive vendors, listing the applicable CM Firm name and completing columns A–G in the Construction Manager Selection Form in accordance with the information below. A copy of the Construction Manager Selection Form may be obtained from the RFQ or the Department’s REDM website. Data contained in a responsive Response will be entered into the Construction Manager Selection Form for the following categories:

a. Profile (Columns A through E): Data is drawn from the Contractor Experience Questionnaire and Financial Information (“Form CM01”) and entered into Columns A through E in the Construction Manager Selection Form by the Construction Procurement Liaison. This Profile section is for informational purposes. For Column D, Total Preconstruction Services Staff, the Construction Procurement Liaison shall enter the number of “Preconstruction Managers and Estimators” listed in the CM Firm’s response to item 6.B. in the CM01. For Column E, Total Construction Phase Staff, the Construction Procurement Liaison shall enter the “Total Number of full-time personnel” listed in the CM Firm’s response to item 6.G. in the CM01.

b. Mileage of Submitting Office to Site (Column F) and Proposed Office Distance to Site (Column G): The proximity of the CM Firm’s proposed office location in the Response in relation to the Project site will be assessed using an online map service. Distance will be calculated by the Construction Procurement Liaison in highway miles and entered into Column F and assessed points as set forth in the Construction Manager Selection Form in Column G.

6.4.3. Preliminary Evaluation by Selection Committee

Independently, the Selection Committee members will review the information contained in each responsive Response. For each responsive CM Firm, the Selection Committee members will individually complete a Construction Manager Selection Form and rate the CM Firm’s Response using the point scale contained in the Construction Manager Selection Form for the following categories:

a. Financial Capacity to Project Scope (Column H)

b. Relevant Project Type Experience (Column I)

c. Proposed Preconstruction Phase Staff (Column J)

d. Proposed Construction Phase Staff (Column K)

e. Project Management Systems Utilization (Column L)

In evaluating each of the above categories, the Selection Committee members should refer to the additional information in Section 7, of this guide entitled “Construction Manager Selection Form Guidelines for Selection Committee and Instructions for CM Firms.”

6.4.4. Preliminary Ranking

Upon performing the preliminary evaluation scoring for each responsive CM Firm, the Selection Committee members will each sign and submit their Construction Manager Selection Forms to the Construction Procurement Liaison. The Construction Procurement Liaison enters all scores from each Selection Committee member into a separate master copy of the Construction Manager Selection Form which will average a CM Firm’s points from all Selection Committee members for each criterion and total such averages to obtain the CM Firm’s total preliminary screening score.

Pursuant to Rule 60D-5.0082, F.A.C., at least three CM Firms, or all CM Firms if fewer than three submit Responses, shall be selected for an interview and presentation based on the firms’ total preliminary screening scores. The Bureau Chief or their designee will determine a shortlist of no fewer than three CM Firms (or all CM Firms if fewer than three submit Responses) with the highest

(Rev. 07/2025) 8 scores to be interviewed. Preliminary scores and Interview scores are not cumulative. The Construction Procurement Liaison will post the CM Firms selected for an interview and presentation, and any determinations of non-responsive CM Firms, on the VIP.

6.4.5. Presentation and Interview Process

Presentations and interviews will be held for selected CM Firms as follows:

a. In-person or video conferencing presentations are scheduled by the Construction Procurement

Liaison approximately fifteen (15) days after the public posting of the list of selected CM Firms. Firms may be given more time to prepare presentations for extensive or complex projects; this will be determined by the Project Manager and will apply to all firms selected for an interview and presentation.

b. The presentation and interview dates and times for each CM Firm are to be determined by the Construction Procurement Liaison performing a random draw.

c. The Construction Procurement Liaison will contact the selected CM Firms by email regarding the scheduled date and time for a presentation and interview.

d. A request for presentation and interview letter, sent via email, will be prepared by the Construction Procurement Liaison.

e. The Construction Procurement Liaison will schedule an available conference room for the Selection Committee and the selected CM Firms to meet in person or, if held by video conference, arrange for a video conferencing application to be utilized for the presentations and interviews.

f. The Project Manager may identify supplementary material pertinent to a Project for CM Firms to review and incorporate into their presentations. This supplemental information will be communicated to all selected CM Firms by the Construction Procurement Liaison prior to the interview and presentation.

g. Selection Committee members may ask the CM Firm questions or make comments during the presentation and interview.

h. The Construction Procurement Liaison will ensure all presentations and interviews are recorded.

i. Due to the complexity of certain procurements, Selection Committee members are authorized to consult with one or more subject matter experts for the purpose of gathering information .

Such consultation sessions will be recorded.

6.4.6. Presentation and Interview Evaluation by the Committee

The Selection Committee members will independently review and rate the information presented during the CM Firm’s presentation and interview using the point scale contained in the Construction Manager Selection Form for the following categories:

a. References for Relevant Projects (Column M)

b. Preconstruction Services (Column N)

c. Bid Marketplace Efforts (Column O)

d. Construction Site Mobilization (Column P)

e. Construction Phase Scheduling (Column Q)

f. Overall Approach & Methodology (Column R)

In evaluating each of the above categories, the Selection Committee members should refer to the additional information in Section 7 of this guide entitled “Construction Manager Selection Form Guidelines for Selection Committee and Instruction for CM Firms.”

6.4.7. Scoring Post-Presentation/Interview

Upon performing the presentation and interview scoring (collectively referred to as “Interview” scoring on the Construction Manager Selection Form) for each responsive CM Firm, the Selection Committee members will each sign and submit their Construction Manager Selection Forms to the Construction Procurement Liaison. The Construction Procurement Liaison enters all scores from

(Rev. 07/2025) 9 each Selection Committee member into the master copy of the Construction Manager Selection Form, which will average a CM Firm’s points from all Selection Committee members for each criterion and total such averages to obtain the CM Firm’s total presentation and interview score.

The order of preference of CM Firm(s) deemed most highly qualified to perform the services will be based on the CM Firm’s total presentation and interview score.

6.4.8. Notification and Advertisement of Selection Results

Official notice of the Selection Committee’s recommended selection of CM Firm(s) deemed to be the most highly qualified to perform the required services will be electronically posted on the VIP website. The posting of the announcement will be done by the Construction Procurement Liaison.

SECTION 7. CONSTRUCTION MANAGER SELECTION FORM GUIDELINES FOR

SELECTION COMMITTEE AND INSTRUCTIONS FOR CM FIRM

The Construction Manager Selection Form contains a scoring rubric for each point scale at the top of the form. Selection Committee members will utilize the applicable rubric and award points to a CM Firm based on the members’ independent review of the CM Firm’s submitted materials and, where applicable, a CM Firm’s interview and presentation. The following guidelines are provided for reference to be applied as applicable to the relevant category being scored:

• Exceeds Expectations – CM Firms displaying a thorough understanding of the Project, an exceptional approach to performing necessary work for the Project, providing outstanding information, or having exceptional qualifications to provide the required services should receive a score in the Exceeds Expectations range. Selection Committee members will score within the Exceeds Expectations range based on the detail and thoroughness of the CM Firm’s submitted materials or Interview/Presentation.

• Meets Expectations – CM Firms displaying an adequate understanding of the Project, an adequate approach to performing necessary work for the Project, providing information needed, or having adequate qualifications to provide the required services should receive a score in the Meets Expectations range. Selection Committee members will score within the Meets Expectations range based on details in the CM Firm’s submitted materials or Interview/Presentation.

• Does Not Meet or Comply – CM Firms displaying a decided lack of understanding of the Project, fails to demonstrate an acceptable approach to performing necessary work for the Project, providing inadequate information, or not having the qualifications to provide the required services should receive a score in the Does Not Meet or Comply range. Selection Committee members will score within the Does Not Meet or Comply range based on the lack of detail in the CM Firm’s submitted materials or Interview/Presentation.

7.1 Preliminary Screening Categories

Column G: Proposed Office Distance to the Site: The solicitation references a Project location.

a. CM Firm – In the letter of interest, list the location of the CM Firm’s office. A CM Firm with multiple offices shall designate the office where the majority of the work for the Project (excluding work at the actual Project location) will be performed.

b. Selection Committee - A score is entered in Column G by the Construction Procurement Liaison using Table One (1) – Mileage Radius Points provided in the Construction Manager Selection Form. The Construction Procurement Liaison will calculate the proximity of the CM Firm’s office in relation to the Project site in highway miles. CM Firms where the proposed office is close to the Project location listed in the solicitation will receive a higher score. For Continuing Contracts, the calculation will be in miles from the CM Firm’s listed address to the closest boundary line of the applied for Region; for CM Firms where their listed address is within the applied for Region, the maximum points will be given. A map of the Regions for Continuing Contracts may be obtained from the Department’s REDM website.

Column H: Financial Capacity to the Project Scope: The solicitation references an estimated construction cost for the Project.

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a. CM Firm – Provide a completed Form CM01 to show the CM Firm’s bonding and financial capacity to provide the required services for the Project.

b. Selection Committee – Review the CM’s Firm’s response in the Form CM01 which shows the CM Firm’s current bonding capacity (Question #4) and financial capacity to provide the required services. The Per Project Limit listed in response to Question #4 must be equal to or greater than the estimated Project construction cost. The entire Form CM01 should be reviewed to determine whether the CM Firm has the financial capacity to provide the required services associated with the applicable Project.

Column I: Relevant Project Type Experience:

a. CM Firm – In response to RFQ Section 7.3.3., entitled “Past Project Listing”, list no more than ten projects that are relevant to the Project. Provide details regarding the relevant projects including, but not limited to, a description of the project, costs, timelines, photographs, and the name of the project client and architect-engineer with telephone numbers and email addresses.

b. Selection Committee – Review the RFQ for a list of relevant project types, along with the list of identified relevant projects provided by the CM Firm in response to RFQ Section 7.3.3., entitled “Past Project Listing,” to determine the relevancy of each to the Project. Relevancy may be for the type of project; size of the project (both physical and fiscal); location; and type of construction.

The relevancy of the experience the CM Firm has based on the listed projects is considered in the scoring.

Column J: Proposed Preconstruction Phase Staff:

a. CM Firm – Provide resumes containing information about the abilities of CM Firm’s listed professional personnel who will perform work during the Project’s preconstruction phase, including experience with relevant projects, length of time worked in construction, and length of time with the CM Firm. Information should be included in the response to Questions #6 and #8 of Form CM01.

b. Selection Committee – Review the response to RFQ Section 7.3.4., entitled “CM Firm Organization,” the Form CM01 responses to Questions #6 and #8, and the resumes of proposed staff for information regarding the proposed preconstruction phase staff. The CM Firm’s listed staff members’ resumes should detail their experience with relevant projects, the staff members’ length of time in construction, and length of time with the CM Firm. The abilities of professional personnel to perform preconstruction services as set forth in the provided resumes and the organizational structure of the firm are considered in the scoring.

Column K: Proposed Construction Phase Staff:

a. CM Firm - Provide resumes containing information about the abilities of CM Firm’s listed professional personnel who will perform work during the Project’s construction phase, including experience with relevant projects, length of time worked in construction, and length of time with the CM Firm. Information should be included in response to Questions #6 and #8 of Form CM01.

b. Selection Committee - Review the response to RFQ Section 7.3.4., entitled “CM Firm Organization,” the Form CM01 responses to Questions #6 and #8, and the resumes of proposed staff for information regarding the proposed construction phase staff. The CM Firm’s listed staff members’ resumes should detail their experience with relevant projects, the staff members’ length of time in construction, and length of time with the CM Firm. The abilities of professional personnel to perform construction services as set forth in the provided resumes and the organizational structure of the firm are considered in the scoring.

Column L: Project Management Systems Utilization:

a. CM Firm - Include a narrative description detailing the project management systems to be utilized by the CM Firm for the Project and the CM Firm’s experience with utilizing project management systems to collect or provide information, estimates, schedules, tracking of work items, etc.

associated with construction projects.

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b. Selection Committee – Review the information provided in the CM Firm’s narrative description of the project management systems to be utilized by the CM Firm for the Project and the CM Firm’s experience with utilizing systems to collect or provide information, estimates, schedules, tracking of work items, etc. The CM Firm’s experience with project management systems utilization and the CM Firm’s proposed project management system will be considered in the scoring.

7.2 Presentations and Interview Categories

Column M: References for Relevant Projects:

a. CM Firms – Using the list of identified relevant projects provided response to RFQ Section 7.3.3., entitled “Past Project Listing”, provide references in the Presentation from no less than three (3) and no more than five (5) relevant projects, including references from clients, project managers, or architect-engineers which worked with the CM Firm on the relevant projects identified in the Presentation. The feedback from these individuals must include details regarding the CM’s performance for the selected projects. The Presentation must also include the project's name, description, costs, timelines, and photographs. Do not provide references from any current employees of the Department as such references will not be considered by the Selection Committee.

b. Selection Committee – The Selection Committee will review the information provided in the Presentation and Interview. Reported past performance from references and the relevancy of the past performance reported in the Presentation as it relates to the current Project will be considered in the scoring. Any references from current Department employees will not be considered in the scoring.

Column N: Preconstruction Services:

a. CM Firm - Provide details in the Presentation regarding how the CM Firm proposes to work with the Architect-Engineer, the Project Manager, and Client Agency, if applicable, to begin planning for the construction of the Project. Provide details of the CM Firm’s experience providing preconstruction services. For Continuing Contracts, the firm should provide information regarding their typical preconstruction services, including how the CM Firm works with architect-engineers and project managers to begin planning for construction for projects that would meet the needs of the Department during the life of the Continuing Contract.

b. Selection Committee - Based on the information provided in the Presentation and Interview, the Selection Committee will evaluate the CM Firm’s proposed provision of Preconstruction Services, including experience providing preconstruction services and any details regarding preconstruction services provided in the Presentation for the Project. For Continuing Contracts, the CM Firm’s experience and approach in providing Preconstruction Services for typical projects that would meet the needs of the Department during the life of the Continuing Contract should be considered.

Column O: Bid Marketplace Efforts:

a. CM Firm - Indicate the CM Firm’s knowledge of the local subcontractor market and the CM Firm’s proposed efforts to solicit bidders for the Project from a large pool of subcontractors according to the solicitation guidelines in place in Rule Chapter 60D-5, F.A.C. The CM Firm must demonstrate during the Presentation that they can bring multiple qualified and competitive subcontractors for all related construction trades to successful Project completion and delivery and supply workers who meet Florida Department of Law Enforcement criminal history background checks. For Continuing Contracts, the CM Firm should provide information regarding their efforts to solicit bidders for construction projects that would meet the needs of the Department during the life of the Continuing Contract.

b. Selection Committee - Based on the information provided in the Presentation and Interview, the Selection Committee will evaluate the CM Firm’s ability to solicit bidders for construction projects and for this Project, specifically, the solicitation of subcontractors in accordance with Rule Chapter 60D-5, F.A.C. For Continuing Contracts, the CM Firm’s experience and ability to solicit bidders for projects that would meet the needs of the Department during the life of the Continuing Contract should be considered.

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Column P: Construction Site Mobilization:

a. CM Firm - Specific to this particular Project, the CM Firm should indicate how the firm would access the site, depart the site, fence the site, store materials, set up job trailers, control dust, location of the crane (if applicable) or other equipment, and respect the surrounding facilities and traffic while construction is ongoing and any other relevant construction site factors specific to the Project.

For Continuing Contracts, the CM Firm should provide information regarding their efforts to access a site, depart a site, fence a site, store materials, set up job trailers, control dust, location of the crane location (if applicable) or other equipment, and respect the surrounding facilities and traffic while construction is ongoing for projects that would meet the needs of the Department during the life of the Continuing Contract.

b. Selection Committee - Based on the information provided in the Presentation and Interview, the Selection Committee will evaluate how the CM Firm proposes to perform work at the construction site following preconstruction services, including all aspects listed above. For Continuing Contracts, the CM Firm’s experience and approach to providing Construction Site Mobilization for projects that would meet the needs of the Department during the life of the Continuing Contract should be considered.

Column Q: Construction Phase Scheduling:

a. CM Firm - The CM Firm should indicate how the firm would schedule the Project and the length of time anticipated to complete the Project. A proposed project schedule should show project design time, product approval times, manufacturing or acquisition times, durations of key work items, the sequencing of the Project to include critical paths, and the expected time to substantial completion.

For Continuing Contracts, the CM Firm should provide information regarding their scheduling efforts for construction projects that would meet the needs of the Department during the life of the Continuing Contract.

b. Selection Committee - Based on the information provided in the Presentation and Interview, the Selection Committee will evaluate the firm’s proposed project schedule and ability to provide Construction Phase Scheduling. For Continuing Contracts, the firm’s experience and ability to provide Construction Phase Scheduling for projects that would meet the needs of the Department during the life of the Continuing Contract should be considered.

Column R: Overall Approach & Methodology:

a. CM Firm – The CM Firm should indicate the proposed approach to the Project, the efforts the CM

Firm will take to keep the Project on time and on budget, the proposed staff’s roles on site, how staff will interact with the Department and Client Agency (if applicable), and their methods for resolving problems or conflicts that may arise during construction. Each CM Firm should provide information about the experience and knowledge of the proposed staff and indicate the city and state of residence of key staff members working on the Project and how the CM Firm proposes to mitigate costs associated with staff members’ location that may be borne by the Department.

Information should be provided on what methods the CM Firm will utilize to provide the services on time and on budget. For Continuing Contracts, the CM Firm should provide information regarding their overall approach and methodology efforts, including methods the CM Firm will utilize to provide the services on time and on budget, for projects that would meet the needs of the Department during the life of the Continuing Contract.

b. Selection Committee - Based on the information provided in the Presentation and Interview, the Selection Committee will evaluate the CM Firm’s overall approach to the Project, especially regarding efforts to keep the Project on time and on budget and methods for resolving conflicts or problems. The staff’s relevant experience and knowledge of this Project type may be considered in the scoring, as well as the location of proposed staff. For Continuing Contracts, the CM Firm’s overall approach and methodology for projects that would meet the needs of the Department during the life of the Continuing Contract should be considered, especially the CM Firm’s ability to keep projects on time and on budget and methods for resolving conflicts or problems.

(Rev. 07/2025) 13

SECTION 8 CONTRACTING PROCESS

The contracting process is governed by section 287.055, F.S., and Rule Chapter 60D-5, F.A.C. Negotiation of the contract for the Project will be for compensation determined to be fair, competitive and reasonable, to provide for profit, overhead, and direct management costs plus actual costs not to exceed a guaranteed maximum price. The terms of the contract for the Project are set forth in the Construction Manager Agreement attached to the RFQ and are non-negotiable except as expressly set forth in the RFQ.

8.1 The Construction Procurement Liaison prepares and routes for execution an authority to negotiate document identifying the Project and the CM Firm(s) awarded and the order of award.

8.2 The Project Manager coordinates with the Client Agency representative (if applicable) and the first ranked most qualified CM Firm to negotiate a contract.

8.3 A letter requesting staffing and overhead and profit information is sent to the first ranked CM Firm from the Project Manager before the negotiation date. This up-front preparation and exchange of information shortens the negotiation period so the construction process can begin sooner and reduce the cost of the Project.

8.4 The Project Manager and CM Firm will discuss and negotiate with the CM Firm upon the following:

a. Project Scope,

b. Projected Project budget, including the CM Firm’s calculated multiplier,

c. Staffing,

d. Projected Project Schedule,

e. Verification of Bonds and Insurance.

8.5 If the Department is able to negotiate a satisfactory contract, a draft Construction Manager Agreement is finalized by the Department’s Contracts Administrator with information provided by the Project Manager. The finalized document is routed internally within the Department and is then transmitted to the CM Firm for execution by the CM Firm prior to execution by the Department. Bonding and insurance information will be provided by the CM Firm at the time the CM Firms submits its signed Construction Manager Agreement to the Department.

8.6 Should the Department be unable to negotiate a satisfactory contract with the CM Firm considered to be the most qualified at compensation which the Department determines is fair, competitive and reasonable, the Department may then undertake negotiations with the second most qualified CM Firm, then the third most qualified CM Firm, etc., until the Department is able to negotiate a satisfactory contract or decides to reject all Responses.

8.7 The contracting process for Continuing Contracts follows the same steps as outlined above with the exception that the Project may not be identified at the time the parties enter into the Continuing Contract. Accordingly, the contracting process for Continuing Contracts will proceed as outlined above, except that:

a. The Construction Procurement Liaison coordinates all steps of the contracting process without the assistance of a Project Manager,

b. Only the CM Firm’s calculated multiplier is negotiated during the negotiation period (i.e., negotiation of Project scope, projected Project budget, staffing, projected Project schedule, and verification of bonds and insurance will not occur prior to execution of the Continuing Contract),

c. Bonding and insurance information will be provided by the CM Firm prior to the Continuing Contract being activated in writing by the Department for a particular Project, and,

d. Typically, multiple firms are awarded and placed under contract.

ATTACHMENT D

CONSTRUCTION MANAGER SELECTION FORM

Evaluation Summary Sheet - General Contractor/Construction Manager Selection

PROJECT NUMBER: 5 POINT SCALE

PROJECT LOCATION:

A B C D E F G H I J K L M N O P Q R

J - Average of assigned RFQ committee scores

K - Average of assigned RFQ committee scores

L - Average of assigned RFQ committee scores

M - Average of assigned RFQ committee scores

N - Average of assigned RFQ committee scores

O - Average of assigned RFQ committee scores

P - Average of assigned RFQ committee scores

Q - Average of assigned RFQ committee scores Typed Name Signature R - Average of assigned RFQ committee scores

10 5 20 15 15 10 75 5 10 10 15 15 20 75

Table One (1) - Mileage Radius Points

DMS Form PD24 Dated 6/2014 Page 1901-1000

Points

Miles From Project 0-100

101-200 201-300 301-400

701-800 801-900

501-600 601-700

To ta l F or

P re lim in ar y

401-500

RFQ NUMBER:

Fi na nc ia l C ap ac ity to P ro je ct S co pe

R el ev an t P ro je ct

T yp e Ex pe rie nc e

Pr op os ed

C on st ru ct io n Ph as e

St af f

Pr oj ec t M an ag em en t S ys te m s U til iz at io n

PRELIMINARY SCREENING

Pr op os ed

P re co ns tru ct io n

Ph as e St af f

Date for Interview Evaluation:

Pr op os ed

O ffi ce D is ta nc e to S ite

REMARKS

Bi d

M ar ke tp la ce

E ffo rt

To ta l f or

In te rv ie w

C - Insert years per Form CM01 Item 5

D - Insert staffing per CM01, Item 6B

E - Insert staffing per CM01, Item 6C, D, E

RFQ APPLICANTS (alphabetical order)

F - Use FDOT Mileage Chart

G - Insert Mileage Points per Table One (1)

H - Average of assigned RFQ committee scores

I - Average of assigned RFQ committee scores

A - Insert ownership type per Form CM01, Item 2

B - Enter Yes or No per Form CM01, Items 3-4

Bu si ne ss

C or po ra tio n / J oi nt

V en tu re

Fi na nc ia l I nf or m at io n Pr ov id ed

Ye ar s in

B us in es s U nd er

C ur re nt

N am e

To ta l P re co ns tru ct io n

Se rv ic es

S ta ff

To ta l C on st ru ct io n Ph as e

St af f

PROFILE

N eg ot ia tio n

O rd er

O ve ra ll

A pp ro ac h

M et ho do lo gy

C on st ru ct io n Ph as e

Sc he du lin g

INTERVIEW

R ef er en ce s fo r R el ev an t P ro je ct s

C on st ru ct io n Si te M ob iliz at io n

0-5 = Does Not Meet or Comply

14-20 = Exceeds Expectation

8-13 = Meets Expectation 0-7 = Does Not Meet or Comply

Pr ec on st ru ct io n

Se rv ic es

PROJECT NAME:

DATA

M ile ag e of S ub m itt in g O ffi ce to S ite

Date for Preliminary Evaluation:

10 POINT SCALE 15 POINT SCALE 20 POINT SCALE

4-5 = Exceeds Expectation

2-3 = Meets Expectation 0-1 = Does Not Meet or Comply

7-10 = Exceeds Expectation

4-6 = Meets Expectation 0-3= Does Not Meet or Comply

11-15 = Exceeds Expectation

6-10 = Meets Expectation

Evaluation Summary Sheet - General Contractor/Construction Manager Selection DMS Form CM01 Dated 6/2014

5 POINT SCALE 10 POINT SCALE 15 POINT SCALE 20 POINT SCALE

4-5 = Exceeds Expectation 7-10 = Exceeds Expectation 11-15 = Exceeds Expectation 14-20 = Exceeds Expectation

2-3 = Meets Expectation 4-6 = Meets Expectation 6-10 = Meets Expectation 8-13 = Meets Expectation

0-1 = Does Not Meet or Comply 0-3= Does Not Meet or Comply 0-5 = Does Not Meet or Comply 0-7 = Does Not Meet or Comply

10 5 20 15 15 10 75 5 10 10 15 15 20 75 10 5 20 15 15 10 75 5 10 10 15 15 20 75 10 5 20 15 15 10 75 5 10 10 15 15 20 75

PROJECT LOCATION:

Average

Average

D is ta nc e to

S ite

Average

Average

Average

Average

Average

Average

Average

Average Average

Sc he du lin g

Pr ec on . S ta ff

Average

Sy st em s

U til iz at io n

C on st ru ct io n St af f

R ef er en ce s

Pr ec on . S er vi ce s

To ta l

Bi d

Ef fo rt

M ob ili za tio n

Sc he du lin g

Ap pr oa ch

M et ho do lo gy

Average

Average

Ap pr oa ho do lo gy

R el ev an t Ex pe rie nc e

PRELIMINARY SCREENING PRELIMINARY SCREENINGINTERVIEW INTERVIEW

To ta l

Bi d

Ef fo rt

M ob ili za tio n

D is ta nc e to

S ite

Fi na nc ia l C ap ac ity

R el ev an t Ex pe rie nc e

Pr ec on . S ta ff

C on st ru ct io n St af f

Sy st em s

U til iz at io n

To ta l

R ef er en ce s

Pr ec on . S er vi ce s

To ta l

D is ta nc e to

S ite

Fi na nc ia l C ap ac ity

Average

Average

Average

To ta l

M ob ili za tio n

PRELIMINARY SCREENING INTERVIEW

Sc he du lin g

Fi na nc ia l C ap ac ity

R el ev an t Ex pe rie nc e

Sy st em s

U til iz at io n

C on st ru ct io n St af f

Pr ec on . S ta ff

Ap pr oa ho do lo gy

To ta l

R ef er en ce s

Date for Preliminary Evaluation:

Date for Interview Evaluation:

Number of Committee Members:

Average Pr ec on

S er vi ce s

Bi d

Ef fo rt

PROJECT NUMBER:

PROJECT NAME:

RFQ NUMBER:

ATTACHMENT E

CONSTRUCTION MANAGER AGREEMENT

REAL ESTATE DEVELOPMENT AND MANAGEMENT

CONSTRUCTION PROJECT AGREEMENT

BETWEEN OWNER AND CONSTRUCTION MANAGER

CONTRACT NO: «ProjNum»

RFQ NO: «RFQ_NO»

STATE FLAIR CODE: «SAMAS»

FLAIR CONTRACT ID NUMBER:

PROJECT NAME AND LOCATION: «ProjName»

«ProjLocation» «ProjCityState»

CONSTRUCTION MANAGER: «ContrName» «StateCorp» «ContrStreet» «CityStateZip» «ContrPhone»

ARCHITECT-ENGINEER: «AEName»

«AEStreet» «AECityStateZip» «AEPhone»

Ron DeSantis Governor

Pedro Allende Secretary

DMS Construction Manager Agreement 07/2025

TABLE OF CONTENTS

ARTICLE DESCRIPTION PAGE

1.0.0 THE CONSTRUCTION TEAM AND EXTENT OF AGREEMENT

1.1.0 The Construction Team

1.2.0 Extent of Agreement

1.3.0 Definitions

1.4.0 Owner's Construction Budget

2.0.0 CONSTRUCTION MANAGER'S SCOPE OF WORK

2.1.0 Project Management Information System (PMIS)

2.1.1 Narrative Reporting Subsystem

2.1.2 Scheduled Control Subsystem

2.1.3 Cost Control Subsystem

2.1.4 Project Accounting Subsystem

2.2.0 Preconstruction Phase

2.3.0 Construction Phase

2.4.0 Direct Purchase Materials

3.0.0 OWNER'S RESPONSIBILITIES

3.1.0 Owner's Information

3.2.0 Owner's Representative

3.3.0 Architect and Engineer's Agreement

3.4.0 Site Survey and Reports

3.5.0 Approvals and Easements

3.6.0 Legal Services

3.7.0 Drawings and Specifications

3.8.0 Cost of Surveys and Reports

3.9.0 Project Fault Defects

3.10.0 Funding

3.11.0 Lines of Communication

3.12.0 Lines of Authority

3.13.0 Permitting and Code Inspections

3.14.0 Ownership of Project Documents

3.15.0 Owner Approval Rights

4.0.0 PERMITTING AND INSPECTION

4.1.0 Building Permits

4.2.0 Code Inspections

5.0.0 SUBCONTRACTS

5.1.0 Definition

5.2.0 Proposals

5.3.0 Required Subcontractors' Qualifications and Subcontract Conditions

5.3.1 Subcontractual Relations

5.3.2 Subcontract Requirements

5.4.0 Responsibilities for Acts and Omissions

6.0.0 SCHEDULE, TIME OF COMMENCEMENT, AND SUBSTANTIAL COMPLETION

6.1.0 Dates for Project Substantial Completion, Project Final Completion, Owner Occupancy 22

6.2.0 Owner Occupancy and Warranties

7.0.0 GUARANTEED MAXIMUM PRICE FOR CONSTRUCTION

7.1.0 Guaranteed Maximum Price (GMP) Proposal

7.2.0 Guaranteed Maximum Price Taxes

7.3.0 Adjustments in Contingency Contained Within Guaranteed Maximum Price

7.4.0 Use of Contingency Contained Within Guaranteed Maximum Price

7.5.0 Guaranteed Maximum Price Actions by the Owner

TABLE OF CONTENTS (continued)

8.0.0 CONSTRUCTION MANAGER'S FEE

8.1.0 Preconstruction Phase Fee

8.2.0 Construction Staffing Fee

8.3.0 Overhead and Profit for Construction Phase

9.0.0 COST OF THE PROJECT

9.1.0 Definition

9.2.0 Direct Cost Items

9.3.0 Costs Not to Be…