CMAR-RFP-for-Prop-B.pdf

Request for Competitive Sealed Proposals (One-Step) for Construction Manager-at-Risk Services

RFP # 072601

New Lufkin High School Stadium

Issued by:

Ariana Gonzalez

Director of Purchasing Lufkin ISD

101 Cotton Square P.O. Box 1407

Lufkin, TX 75904 URL: www.lufkinisd.org

Email: agonzalez1@lufkinisd.org

Submittal Deadline:

Monday, August 03, 2026 @ 2:00 p.m.

SUBMISSION OF CONSTRUCTION MANAGER-AT-RISK:

REQUEST FOR COMPETITIVE SEALED PROPOSALS (RFP)

for the Construction of a New Lufkin High School Stadium

TABLE OF CONTENTS

1. RFP Schedule Summary

2. Advertisement

3. Project’s Scopes and Budgets

4. Submission Instructions

5. Architects

6. Selection Process

7. Award and Contract Approval

8. Proposer Eligibility for Contract Award

9. Insurance

10. Payment and Performance Bonds

11. Prevailing Wage Rates

12. Reservations and Waivers

Appendix A: Guidelines for Pre-construction services provided to LISD and its Architect

Appendix B: Construction Manager-At-Risk: Request for Proposals Questionnaire

Appendix C: AIA Document A133-2019 Standard Form of Agreement between Owner and Construction Manager as Contractor Where the Basis of Payment is the Cost of the Work plus a Fee with a “Guaranteed Maximum Price; Exhibit B Insurance and Bonds; and AIA Document A201-2017 General Conditions, all as modified by LISD for this project

Appendix D: Construction Manager-At-Risk: Request for Proposals attachments

1. Attachment A – Proposal Form and Certification of Proposer

2. Attachment B – Proposer Certification Forms

3. Attachment C – Asbestos-Free Materials and Inspection

4. Attachment D – Acknowledgement of Final Completion Documents

5. Attachment E – W-9 Form

6. Attachment F – Ch. 22 Criminal History Records Contractor Certification: Contractor/Subcontractor

Employees

1. RFP SCHEDULE SUMMARY

Friday, July, 17, 2026 Legal Advertising for RFP Friday, July 17, 2026 RFP documents released Tuesday, July 28, 2026 Last day for inquiries and clarifications Monday, August 03, 2026(2 p.m.) Receipt and Reading of Names of Offerors and fees and prices

Note:

1. This schedule is preliminary and may be modified at the discretion of the Owner.

2. ADVERTISEMENT

Pursuant to the provisions of the Texas Government Code Chapter 2269, Subchapter F, it is the intent of the Lufkin Independent School District to select a Construction Manager At-Risk (CMAR), via a one-step Request for Competitive Sealed Proposals (RFP) process, for the construction of a new Lufkin High School Stadium, including a new stadium at Lufkin High School with new locker rooms, 8-lane track, turf, lights, scoreboard, sound system, restrooms, concessions, and a new press box resulting from the May 2026 Bond Referendum.

The RFP package is available through Lufkin Independent School District. Questions regarding the RFP should be directed in writing via email to agonzalez1@lufkinisd.org. Sealed responses marked “CMAR Request for Proposals” are due and will be publicly opened at 2:00 p.m. (Local Time) on Monday, August 03, 2026 at 101 Cotton Square, Lufkin, TX 75904. The selection committee will review submissions and rank them according to the criteria established for this process as published in the request for proposals package.

Submittals received by hand delivery or mail after that time will be returned unopened.

Lufkin Independent School District reserves the right to waive any informality or to reject any or all, CMAR Request for Proposals submittals.

3. PROJECT SCOPE & BUDGET: New Lufkin High School Stadium, including a new stadium at Lufkin

High School with new locker rooms, 8-lane track, turf, lights, scoreboard, sound system, restrooms, concessions, and a new press box.

a. Location: Lufkin High School located at 309 S. Medford Dr, Lufkin, TX 75901

b. County: Angelina County

c. Scope: Construction of a new Lufkin High School Stadium, including a new stadium at Lufkin High

School with new locker rooms, 8-lane track, turf, lights, scoreboard, sound system, restrooms, concessions, and a new press box

d. Proposed Project Schedule: August 2026 – August 2028

e. Estimated Start of Construction: November 02, 2026

f. Estimated Construction Budget: $42M

4. SUBMISSION INSTRUCTIONS

A. The documentation and attachments listed below are required to be included with the proposal.

All forms must be completed and signed.

1. Complete information as requested in Appendix B, Construction Manager-At-Risk: Request for

Proposals Questionnaire.

2. Proof of Insurance – certificates of insurance of the types and amounts described in this procurement solicitation, including in Exhibit A and in Exhibit B to the AIA Document A133, Insurance and Bonds, as modified by LISD (enclosed as Appendix C hereto)

3. Letter of statement from a bonding company that the proposer is eligible to obtain both payment and performance bonds of the types described in this procurement solicitation

4. Attachment A – Proposal Form and Certification of Proposer

5. Attachment B – Proposer Certification Forms

6. Attachment C – Asbestos-Free Materials and Inspection

7. Attachment D – Acknowledgement of Final Completion Documents

8. Attachment E – W-9 Form

9. Attachment F – Ch. 22 Criminal History Records Contractor Certification: Contractor/Subcontractor

Employees

10. Proposers shall submit an itemized breakdown of proposed General Conditions, per Exhibit D - List of General Conditions, indicating quantities and costs.

Offerors shall submit proposals to:

Ariana Gonzalez Director of Purchasing

Lufkin Independent School District 101 Cotton Square

P.O. Box 1407 Lufkin, TX 75904

No later than 2:00 pm, August 03, 2026 Late responses will not be considered.

Proposers shall submit the original, two (3) copies, and one (1) electronic copy of its proposal in a sealed envelope and labeled:

CMAR Request for Proposals: For the Construction of New Lufkin High School Stadium

B. Complete and attach forms included in Appendix D. Hard copies of proposals will only be accepted at LISD’s Administration Building, located at 101 Cotton Square, Lufkin, TX 75904, between the hours of 7 a.m. and 5 p.m., Monday through Thursday, on LISD business days.

C. Any supplemental information provided should be submitted in a separate format.

D. Proposal security shall be submitted with each proposal in the amount of ten percent (10%) of the Base Proposal amount.

E. Pursuant to the provisions of Tex. Gov’t Code Section 2269.253(f), the District’s administrative staff shall publicly open, and read aloud, the names of the offerors and the fees and prices at 2 pm. on August 03,2026 at 101 Cotton Square, Lufkin, TX 75904.

F. Questions about the architectural project and Construction Manager-At-Risk: Requests for Proposals should be submitted in writing and addressed to:

Parkhill, Smith & Cooper, Inc. d/b/a Parkhill 5844 John Hickman Pkway, Suite 500

Frisco, Texas 75034 Contact: Mildred Bautista, PE mbautista@parkhill.com Questions will be accepted through 5 p.m, on Tuesday, July 28, 2026.

5. ARCHITECT

Parkhill, Smith & Cooper, Inc. d/b/a Parkhill 5844 John Hickman Pkway, Suite 500; Frisco, Texas 75034 Contact: Mildred Bautista Phone: 469-200-7389 mbautista@parkhill.com

6. SELECTION PROCESS

a. The selection process for this project will be accomplished in a one-step process as provided in Texas

Government Code Chapter 2269, Subchapter F.

b. The District will receive, publicly open, and read aloud the names of the offerors and the proposed prices and fees at 2 p.m. on Monday, August 03, 2026.

c. In accordance with Sections 2269.254, 2269.055, and 2269.56 of the Texas Government Code and LISD

Policy CV (Local), LISD will evaluate proposals on the basis of the following selection criteria and weights:1 Selection Criteria Weight Table

Detailed Methodology for Scoring Criteria Weight

Price – Proposed Price Proposers will receive an assigned share of the total available points for this criterion based on the total monetary value of the Proposal according to banded point categories shown in the “Table of Awarded Points,” below. A formula will be used as follows to determine the award band for proposals based on each proposer’s percentage above the low bid: Percentage Above Low Bid=(Your combination of fees and general conditions/lowest proposed combination of fees and general conditions. The result of the formula will be used to proportion the points awarded based on the “Table of Awarded Points,” below.

Proposer’s Experience & Reputation

The Owner will consider the proposer’s experience and reputation and the proposer’s answers to the Questionnaire, including, but not limited to, the record of past performance, general reputation of the proposer, and the proposer’s knowledge, reliability, character, integrity, skill, and stability; the proposer’s experience with the scopes of work for this Project, including in Angelina County, the proposer’s experience with LISD, and the proposer’s reputation for handling warranty work. Proposer’s references (listed in proposer’s A305) will be reviewed and evaluated (5 of the 15 points will be allocated for references; 1 point for each positive reference will be given, up to a maximum of 5 points).

Quality of Proposer’s services

Proposer demonstrates consistent and average past and current workload to staff ratio, showing ability to adequately staff the work and company stability. Proposer shows no or limited past history of claims, suits, and failure to perform. Proposer shows ability to maintain cost with no cost increases. Proposer has a record of timely completion of work, compliance with laws, and warranty service. Owner will consider the answers to the Questionnaire which relate to the quality of the Proposer’s services and other relevant information.

Whether Proposer’s financial capability is appropriate to the size and scope of the project

Proposer’s financial and technical resources will be evaluated. Proposer has a positive asset to liability ratio and adequate bonding capacity. Evaluation of Proposer’s responses to Financial Information Questionnaire of this RFP will be considered.

Proposer’s Proposed Personnel Proposer’s individual personnel proposed for the work in the RFP demonstrate similar project experience by showing high proportion of Angelina County, school district/governmental entity work, the proposer’s experience constructing projects of comparable cost, complexity, and timeframe to perform the work as detailed in the RFP. Organizational approach to the project is clear. Owner will review and evaluate the answers to the Questionnaire and resumes in proposer’s A305 as well as other relevant information.

Proposer’s Safety Record LISD will consider the safety record of the proposer in determining to whom to award a contract resulting from this procurement solicitation. Failure to provide all required and/or relevant information relating to proposer’s safety record will result in 0 points.

1 By submitting its proposal in response to this procurement solicitation, the Proposer accepts the evaluation process and acknowledges and accepts that the evaluation of the detailed methodology and the selection criteria and awarding of weighted values/points will require subjective judgments by the District and the evaluators and will be based upon the information responsive to the Evaluation Criteria as published with this procurement solicitation, which includes information submitted by the Proposer and/or information available to the District and the evaluators.

Proposer’s Ability to Complete Project on Time Proposer’s ability to complete project on time; Proposer’s proposed construction schedule meets or exceeds the Substantial Completion and Final Completion dates set forth herein.

Proposer’s Performance in Responding to Warranty Claims Proposer has a positive demonstrated performance in responding to warranty claims. 3

Total 100

Table of Awarded Points

Percentage Above Low Percentage of Available Points Allocated 0% to 0.0125% 100.00% 0.0126% to 0.25% 99.00% 0.26% to 0.51% 97.50% 0.52% to 0.77% 96.00% 0.78% to 1.03% 94.50% 1.04% to 1.29% 93.00% 1.3% to 1.55% 91.50% 1.56% to 1.81% 90.00% 1.82% to 2.07% 88.50% 2.08% to 2.33% 86.50% 2.34% to 2.59% 84.50% 2.6% to 2.85% 82.50% 2.86% to 3.11% 80.50% 3.12% to 3.37% 78.50% 3.38% to 3.63% 77.50% 3.64% to 3.89% 76.50% 3.9% to 4.15% 75.50% 4.16% to 4.41% 74.50% 4.42% to 4.67% 73.50% 4.68% to 4.93% 72.50% 4.94% to 5.19% 71.50% 5.2% to 5.45% 70.50% 5.46% to 5.71% 69.50% 5.72% to 5.97% 68.50% 5.98% to 6.23% 67.50% 6.24% to 6.49% 66.50% 6.5% to 6.75% 65.50% 6.76% to 7.01% 62.50% 7.02% to 7.27% 59.50% 7.28% to 7.53% 56.50% 7.54% to 7.79% 53.50% 7.8% to 8.05% 50.50% 8.06% to 8.31% 47.50% 8.32% to 8.57% 44.50% 8.58% to 8.83% 41.50% 8.84% to 9.09% 38.50% 9.1% to 9.35% 35.50% 9.36% to 9.61% 32.50% 9.62% to 9.87% 29.50% 9.88% to 10.13% 26.50% 10.14% to 10.24% 23.50%

10.25% to 11% 17.50% 11.01% to 12% 11.50% 12.01% to 13% 5.50% 13.01% to 100% 0.00%

The final selection of a Construction Manager-at-Risk for this project will be based on the above-published selection criteria and ranking evaluation to determine the offeror that submits the proposal that offers the best value to the District. The District reserves the right to waive any informality and to reject or accept any or all Proposals. Proposals that have been opened may not be changed for the purpose of correcting an error in the price. Other than price, a proposer may have the right to change any other error or mistake in the proposal as may be permitted by applicable law and subject to the approval of the District, unless such change would be in contravention of statutory or common law requirements or unless such change would give an unfair advantage to the proposer making such change.

7. Award/Contract Approval: Award of a contract, if any, will be made to the proposer who submits the proposal that offers the best value for LISD, based on (a) the selection criteria in this request for proposals and the weighted value for those criteria listed in this procurement solicitation; and (b) LISD’s ranking evaluation. Tex. Gov’t Code § 2269.254(a). LISD must first attempt to negotiate a contract with the selected proposer. Tex. Gov’t Code § 2269.254(b). If LISD is unable to negotiate a satisfactory contract with the selected proposer, LISD must, formally and in writing, end negotiations with that proposer and proceed to the next proposer in the order of the selection ranking until a contract is reached or negotiations with all ranked proposers end all proposals are rejected. Tex. Gov’t Code § 2269.254(c).

This procurement, any award under this procurement, and the resulting contract, if any, is subject to approval by the Lufkin ISD Board of Trustees. Subsequent to required approval, the only person authorized to commit LISD contractually is the Superintendent or his designee. This solicitation is an invitation for sealed proposals and neither this solicitation nor the response or the proposal from any prospective proposer/contractor shall create a contractual relationship that would bind LISD until such time as both LISD and the selected proposer/contractor sign a legally binding contract, which includes, without limitation, the terms required by LISD.

A response to this procurement solicitation is an offer to contract with the District based upon the terms, conditions, scope of work, and specifications contained in this procurement solicitation and the construction documents. A contract is not formed unless and until a proposal is accepted and awarded by LISD after approval by the LISD Board of Trustees. The contract between LISD and the Construction Manager shall be the “Standard Form of Agreement between Owner and Construction Manager as Contractor Where the Basis of Payment is the Cost of the Work plus a Fee with a “Guaranteed Maximum Price,” AIA Document A133-2019, as amended by LISD for this Project, along with the AIA Document A201-2017 General and Supplementary Conditions, as modified by LISD, and Exhibit B Insurance and Bonds Requirements to the A-133. LISD’s modifications to the AIA Documents are included herein as Appendix C. The selected CMAR for the Project will be expected to execute the AIA Contract Documents. No revisions to the AIA Contract Documents except project-specific language only will be allowed after evaluation and contract award, and the selected CMAR is expected to execute the Contract Documents. If the CMAR is unable to execute the AIA Contract Documents in their modified form, the proposer must clearly indicate such in the proposal; any exceptions to the modified AIA Contract Documents should be noted in the proposal along with suggested wording for each exception, submitted in “track changes/redline” for each specific section.

The District will consider any such exceptions in its evaluation of the Proposer’s proposal but is not obligated to accept any such exceptions or proposed modifications. If the Proposer and LISD are unable to resolve any exceptions to the mutual satisfaction of both parties, LISD reserves the right to reject the Proposer’s proposal and award the Contract to another Proposer. Each Proposer, by making its proposal, represents that the Proposer has read, understands, and agrees to LISD’s modifications to the AIA Documents. In the event that a project is awarded to a Proposer and the Proposer requests changes to the Contract Documents, the District reserves the right to cancel the award and re-award the Project to an alternate Proposer. Requests to modify the terms of the Contract Documents during the pendency of this RFP will be denied.

All savings on the project will be returned to the District at the conclusion of the project.

All actual cost information will be made available to the District or its agent during the entire process. A formal audit of the project may be conducted by an independent third party hired by the District at selected intervals during the construction phase and prior to final payment.

The District will contract separately for all material testing, environmental testing and services, test and air balance, commissioning, roof inspections and Texas Department of Licensing and Regulation (TDLR) inspections.

8. Proposer Eligibility for Contract Award.

In order for a proposer to be eligible to be awarded a contract, the proposal must be responsive to the solicitation and LISD must be able to determine that the proposer is responsible to perform the resulting contract satisfactorily.

Responsive proposals are those that comply with all material aspects of the solicitation, conform to the Procurement Documents, and meet the requirements set forth in this solicitation. Proposals that do not comply with the terms and conditions of the solicitation will be rejected as non-responsive.

Each proposer shall complete, and submit with the proposal, the applicable forms contained in the solicitation.

When a special license or permit is required by Federal, State or Local law or ordinance or required by a company or otherwise to perform the work, the proposer must be properly licensed prior to submitting a proposal to LISD and must furnish evidence of such licensing or credentials with the proposal.

Responsible proposers, at a minimum, must meet all of the following requirements:

· Be an experienced contractor who has served as a prime contractor on similar construction projects for schools/governmental entities and be knowledgeable about requirements for new construction, including, without limitation, applicable building code requirements;

· Provide a warranty and support for any equipment installed as part of the construction services;

· Possess or is able to obtain adequate financial resources as required to perform under any contract resulting from this procurement solicitation;

· Have a responsible safety record;

· Be able to obtain payment and performance bonds of the types and in the amounts described in this procurement solicitation;

· Comply with all prevailing wage rate requirements;

· The contractor who is awarded a contract resulting from this procurement solicitation must pay not less than the prevailing wage rates determined by LISD to a worker employed by it in the execution of a contract and must keep a record of such, as detailed in this procurement solicitation.

· Be able to obtain all required permits, licenses, etc.

· All permit costs, inspection costs by governmental authorities having jurisdiction and associated fees, including but not necessarily limited to, building permits, sprinkler permits, canopy permits, fence permits, etc. will be paid by the selected proposer.

· Contractor and all subcontractors shall maintain all required licenses, certifications, permits, and any other documentation necessary to perform the contract resulting from this procurement solicitation. Contractor must comply with all state and local building code requirements

· Submit all required proposal forms. If there are any missing proposal form pages, proposers may be disqualified.

· Be able to comply with the required performance schedule, taking into consideration all existing business commitments.

· Have necessary management and technical capability to perform any resulting contract;

· Be qualified as an established firm regularly engaged in the type of business to provide the items/work required by this solicitation;

· Be registered to do business in the State of Texas;

· Be in good standing with the State of Texas;

· Be otherwise qualified and eligible to receive a contract award under applicable laws and regulations.

· Proposals deviating or taking exceptions to the solicitation requirements may not be considered. A person is not eligible to be considered for award of this solicitation or any resulting contract or to be a subcontractor of the proposer or prime contractor if the person assisted in the development of this solicitation or any part of this solicitation or if the person participated in a project related to this solicitation when such participation would give the person special knowledge that would give that person or a prime contractor an unfair advantage over other proposers.

9. Insurance. Contractor must obtain and keep in effect during the term of the contract, insurance coverage in the below listed types and minimum amounts. As evidence of insurance coverage, Contractor must furnish to LISD certificate(s) of insurance as detailed in Exhibit B to the AIA Document A 133-2019.

Type of Coverage Amount of Coverage

Liability and other insurance As detailed in Exhibit B to the AIA Document A133-2017, Insurance and Bonds, as modified by LISD Workers Compensation & Employers Liability Insurance

As detailed in Exhibit A hereto and Exhibit B to the AIA Document

A133-2017, Insurance and Bonds, as modified by

LISD

Contractor must perform the duties and responsibilities pertaining to required workers’ compensation coverages, as detailed in Exhibit A and in Exhibit B to the AIA Document A133, Insurance and Bonds, as modified by LISD.

Contractor shall provide LISD with a certificate of coverage for each person providing services on the project, prior to that person’s beginning work on the project. This provision includes all persons or entities performing all or part of the services the contractor has undertaken to perform on the project, regardless of whether that person contracts directly with the contractor and regardless of whether that person has employees. This includes, but is not limited to, independent contractors, subcontractors, leasing companies, motor carriers, owner-operators, employees of any such entity, or employees of any entity furnishing persons to perform services on the contract. Services include, but are not limited to, providing, hauling, or delivering equipment or materials, or providing labor, transportation, or other services related to a project.

Services do not include activities unrelated to the project, such as food/beverage vendors, office supply deliveries, and delivery of portable toilets.

Contractor shall provide LISD with a new certificate of coverage showing extension of coverage:

(1) Before the end of the coverage period, if the contractor’s current certificate shows that the coverage period ends during the duration of the project; and

(2) No later than seven days after the expiration of the coverage for each other person providing services on the project whose current certificate shows that the coverage period ends during the duration of the project.

10. Performance and Payment Bonds. The successful contractor, before beginning the work under any contract resulting from this procurement solicitation, is required to execute a performance bond and a payment bond as detailed herein and in Exhibit B to the AIA Document A133, Insurance and Bonds, as modified by LISD (enclosed herein as Appendix C).

Proposers must provide, with their proposals, a letter of statement from a bonding company that the proposer CMAR contractor is eligible to obtain both payment and performance bonds of the types described in this procurement solicitation.

Payment and performance bonds must be in an amount equal to the construction budget, as specified in this RFP, in accordance with Tex. Gov’t Code Section 2269.258(a). Payment and performance bonds shall be provided no later than the 10th day after the date the Construction Manager-At-Risk executes the contract.

11. Prevailing Wage Rates. A worker, laborer, or mechanic employed on a public work by or on behalf of LISD shall be paid: (1) not less than the general prevailing rate of per diem wages for work of a similar character in the locality in which the work is performed; and (2) not less than the general prevailing rate of per diem wages for legal holiday and overtime work.

The LISD Board has determined the general prevailing rate of per diem wages in the locality in which the public work is to be performed for each craft or type of worker needed to execute the contract and the prevailing rate for legal holiday and overtime work. Attached hereto as Exhibit B are the prevailing wage rates adopted by the LISD Board.

The contractor who is awarded a public works contract by LISD or a subcontractor of the contractor shall pay not less than the prevailing wage rates determined by LISD to a worker employed by it in the execution of the public works contract. A contractor or subcontractor who violates the requirement to pay prevailing wage rates shall pay to LISD, $60 for each worker employed for each calendar day or part of the day that the worker is paid less than the wage rates stipulated in the public works contract; LISD shall specify this penalty in the public works contract.

Obligation to keep Prevailing Wage Rates Records. A contractor and subcontractor employed on an LISD public works contract shall keep a record showing:

(1) the name and occupation of each worker employed by the contractor or subcontractor in the construction of the public work; and

(2) the actual per diem wages paid to each worker.

The record shall be open at all reasonable hours to inspection by LISD officers and agents. Tex. Gov’t Code § 2258.024.

12. Reservations and Waivers: This procurement solicitation shall be in accordance with applicable law and

District policies and general terms, including the following:

a. This Request for Proposals does not obligate District to award a contract or pay any costs incurred by the proposer in the preparation and submittal of a proposal. The District assumes no financial responsibility for any costs incurred by proposers in developing and submitting a proposal, participating in pre-bid meetings, or any other costs incurred by proposers in connection with this procurement solicitation.

b. THE DISTRICT, IN ITS SOLE DISCRETION, RESERVES THE RIGHT TO ACCEPT ANY

PROPOSAL AND/OR REJECT ANY AND ALL PROPOSALS OR A PART OF A PROPOSAL,

WITHOUT REASON OR CAUSE, SUBMITTED IN RESPONSE TO THIS SOLICITATION.

c. THE DISTRICT RESERVES THE RIGHT TO REJECT ANY NON-RESPONSIVE OR

CONDITIONAL PROPOSAL.

d. THE DISTRICT RESERVES THE RIGHT TO WAIVE ANY FORMALITIES, IRREGULARITIES, AND/OR TECHNICALITIES IN THIS SOLICITATION, THE

CONSTRUCTION AND/OR PROCUREMENT DOCUMENTS, AND/OR ANY PROPOSALS

RECEIVED OR SUBMITTED.

e. BY SUBMITTING A PROPOSAL, PROPOSER AGREES TO WAIVE ANY CLAIM IT HAS OR

MAY HAVE AGAINST THE DISTRICT AND/OR ITS BOARD MEMBERS,

ADMINISTRATORS, EMPLOYEES, AND/OR AGENTS ARISING OUT OF OR IN

CONNECTION WITH (1) THE ADMINISTRATION, EVALUATION, OR

RECOMMENDATION OF ANY PROPOSAL; (2) ANY REQUIREMENTS UNDER THE

SOLICITATION, PROCUREMENT PACKAGE, OR RELATED DOCUMENTS; (3) THE

REJECTION OF ANY PROPOSAL OR ANY PART OF ANY PROPOSAL; AND/OR (4) THE

AWARD OF A CONTRACT, IF ANY.

f. The District reserves the right to withdraw/cancel this solicitation at any time for any reason, remove any scope component for any reason and to issue such clarifications, modifications and/or amendments as deemed appropriate by LISD, in its sole discretion.

g. A proposal that has been submitted to LISD may be withdrawn prior to the deadline for submission of proposals.

h. Proposals received will become a part of the District’s official files without further obligation to the respondents.

i. Offerors shall not, under penalty of law, offer any gratuities, favors, or anything of monetary value to any officer or employee of LISD, or to any consultant, employee, or member of LISD for the purpose of or having the effect of influencing favorable disposition toward their own proposal or any other proposal submitted hereunder.

j. No employee, officer, or member of LISD shall participate in the selection, development of a response to this procurement solicitation, award or administration of a contract resulting from this procurement solicitation if a conflict of interest, real or apparent, would be involved.

k. Proposers shall not engage in any activity that will restrict or eliminate competition. This does not preclude joint ventures or subcontracts.

l. Proposers must provide all requested information; failure to comply with any portion of this solicitation will be reflected in the evaluation process. The District reserves the right to accept or reject any submission or any part thereof or any combination of submissions and to waive any or all formalities. All responses in the submission may be used by the District in the evaluation and selection process. The District reserves the right to verify the accuracy and completeness of all responses by utilizing any information available to the District and/or evaluators without regard to whether such information appears in the submission.

m. By submitting its proposal in response to this procurement solicitation, the Proposer accepts the evaluation process and acknowledges and accepts that the evaluation of the detailed methodology and the selection criteria and awarding of weighted values/points will require subjective judgments by the District and the evaluators and will be based upon the information responsive to the Evaluation Criteria as published with this procurement solicitation, which includes information submitted by the Proposer and/or information available to the District and the evaluators.

n. Any Proposer who submitted a proposal may appeal LISD’s award, if the appeal is based on deviations from laws, rules, regulations, or LISD Board policies. LISD Board Policy GF (Local) applies to any Proposer wishing to appeal a proposal and/or award of a contract. In accordance with Policy GF (Local), a Proposer shall submit a complaint/appeal form by hand-delivery, fax, or U.S. mail, to LISD’s Director of Purchasing. Complaints/appeals must be received by the close of business on or before the 15th LISD business day after award of the contract. In the event Proposer is unsure about the award of the contract, it is the Proposer’s responsibility to contact LISD on the next business day after the award is announced and verify details concerning the award.

Appendix A Guidelines for Pre-construction services provided to LISD and its Architect:

A. The Project Manager and the estimator shall attend and actively participate in regular design meetings with the District and Architect to review project status and review and update the construction cost estimate.

B. Advise the District and Architect regarding site use and improvements, phasing of the various projects, selection of materials, building systems and equipment.

C. Provide recommendations on construction feasibility including estimates of alternative designs or materials, preliminary budgets, phasing and possible economies.

D. The CM-At-Risk will be accountable for the construction budget from the schematic design phase through the completion of the project.

1. Prepare, and periodically update, a preliminary Project schedule based upon District established milestones for the Architect’s and the District’s review.

2. The Construction Manager shall coordinate and integrate the preliminary Program/Project schedule with the services and activities of the District, Architect and Construction Manager. As design progresses, the preliminary Program/Project schedule shall be updated to indicate proposed activity sequences and durations, milestone dates for receipt and approval of pertinent information, and submittal of the Guaranteed Maximum Price proposal.

E. Construction Manager shall monitor changes from schematic design, to design development, and

Construction Documents; and advise the District and Architect of their cost impact as they occur.

F. During the preparation of the Construction Documents, the Construction Manager shall update and refine the cost estimate at established milestones, i.e., 75%. The CM shall do this with input from Subcontractors and their other resources, as necessary to provide accurate and reliable estimates.

G. At each project development milestone, from Schematic Design to Construction Documents, each estimate shall be in a format that allows comparison from one milestone to the next.

H. If any estimate submitted to the District exceeds previously approved estimates the Construction Manager shall make recommendations to the District and Architect to reduce the cost of the project within seven (7) days. The CM shall identify greatest contributors to estimate overages.

I. The Construction Manager shall recommend to the District and Architect a schedule for procurement of long-lead time items that will constitute part of the Work as required to meet the Project schedule.

J. The construction manager may be required to provide a GMP at 75% or 90% completed Construction Documents which shall be the sum of the estimated Cost of the Work and the Construction Manager’s Fee and General Conditions.

K. The CM shall solicit Competitive Sealed Proposals from subcontractors as outlined in Texas

Government Code Chapter 2269.255, and shall:

1. Receive at least three (3) proposals from qualified subcontractors and suppliers for performance of all major elements of work.

2. If the CM is self-performing any work, their proposal shall be received by Lufkin ISD 24 hours prior to the competitive sealed proposals for the GMP. These proposal(s) shall be submitted in a sealed envelope.

3. Distribute proposal packages and confirm scope of work.

4. Review proposals with District and Architect, prior to Contract Award, per Texas Government

Code Chapter 2269.256.

5. Provide copy of all subcontractor bids to District and Architect.

Appendix B Construction Manager-At-Risk: Request for Proposals Questionnaire

Please provide the following information in the sequence and format prescribed by this questionnaire.

Supplemental materials providing additional information may be provided in a separate format, but the information requested below is to be provided in this format.

1. Firm Information

1.1. Name of Firm:

1.2. Address of Principal Office

1.3. Phone and Fax:

1.4. Form of Business Organization (corporation, partnership, individual, joint venture, other?)

1.5. Year Founded:

1.6. Primary Individual to Contact:

2. Organization

2.1. How many years has your organization been in business in its current capacity?

2.2. How many years has your organization been in business under its present name? Under what other or former names has your organization operated?

2.3. If your organization is a corporation, answer the following: Date of incorporation, State of incorporation, President's name, Vice-President’s name(s), Secretary's name, and Treasurer's name.

2.3.1. If your organization is a partnership, answer the following: Date of organization, Type of partnership (if applicable), and Name(s) of general partner(s).

2.3.2. If your organization is individually owned, answer the following: Date of organization, Name of owner.

2.3.3. If the form of your organization is other than those listed above, describe it and name the principals.

2.4. What is the annual dollar value of work done in the Lufkin/Angelina County area for the five-year period of 2021-2025, and what percentage of your total work does this represent?

2.5. What percentage of your work in the last five years has been K-12 school construction?

3. Experience

3.1. Completed Work within the last five years: List up to the last ten (10) school projects of similar scope constructed by your organization; For each project, provide the name, nature of the project/function of the building, construction delivery method, size (SF), location, cost, contractual completion date, actual completion date, owner and architect (and their phone numbers). Please limit this section to fifteen (15) total pages.

3.2. Current Work: List up to ten (10) school facility projects currently under construction by your organization, particularly in the Lufkin/Angelina County area; For each project, provide the name, nature of the project/function of the building, project delivery method, size (SF), location, cost, contractual completion date, actual completion date, owner and architect (and their phone numbers).

3.3. Using one or more of the projects listed in 3.1 and 3.2 as examples, describe the pre-construction services provided and the benefits to the Owner from using your organization as their Construction Manager. Please limit response to two (2) pages.

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

Would you propose to do any work with your own forces?

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

3.6. Claims and suits (If the answer to any of the questions below is yes, please provide details).

a. Has your organization ever failed to complete any work awarded?

b. Are there any judgments, claims, mediation or arbitration proceedings or suits, pending or outstanding against your organization or its officers?

c. Has your organization filed or been involved in any lawsuits, mediation, or arbitration with regard to construction contracts within the last five years?

3.7. Within the last five years, has any officer or principal of your organization ever been an officer or principal of another organization when it failed to complete a construction contract? (If the answer is yes, please provide details.)

3.8. Describe your organization’s safety program and provide your worker’s compensation experience modification factor. List any safety awards your company has received within the past 5 years.

4. Financial Information

4.1. Attach an audited financial statement, including your organization's latest balance sheet and income statement showing the following items:

a. Current assets (e.g., cash, joint venture accounts, accounts receivable, notes receivable, accrued income, deposits, materials inventory, and prepaid expenses).

b. Non-current assets (e.g., net fixed assets, other assets).

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

d. Non-current liabilities (e.g., notes payable).

e. Capital accounts and retained earnings (e.g., capital, capital stock, authorized and outstanding shares par value, earned surplus, and retained earnings).

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

4.3. Is the attached financial statement for the identical organization named under item

4.1 above? If not, explain the relationship and financial responsibility of the organization whose financial statement is provided (e.g., parent subsidiary).

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

4.5. Provide name, address and phone number of your financial institution.

4.6. Surety: Name of bonding company and name address, and phone number of agent.

4.7. A statement showing your firm’s total bonding capacity as well as the firm’s current available bonding capacity.

4.8. Your firm’s insurance certificate showing coverage limits for commercial general liability, automobile, workers compensation, and umbrella policies.

5. Experience with concepts for working as a Construction Manager-At-Risk

5.1. Describe your organization's concepts for working in a team/integrated relationship with the Owner and Architect during the design and construction of major projects.

a. Estimating: Describe your organization's methods for estimating costs. It is anticipated that a portion of the GMP may be furnished prior to completion of construction documents. Describe your past success in this area. Provide a list of CM at Risk projects (referencing projects you noted items 3.1 and 3.2 when possible) indicating at what percentage a GMP was submitted to the Owner.

b. Scheduling: describe your organization's methods for scheduling during the design documents phase and the construction phase.

5.2. Cost Information: Your firm would be required to make all cost information available to owner and architect during design and construction. Describe how this information would be furnished and how the owner and architect would be assured that it is complete and accurate.

5.3. Describe your organization’s experience with working with the Owner and Architect on a complex, phased project with similar size and scope.

6. Personnel

6.1. Given the scope and schedule of the project(s), identify the available personnel proposed (i.e., Project Manager, Job Superintendent or Superintendent(s), Estimator and Field Operations) to work on the project(s). Provide a resume and references for each individual. Include the years with the firm, and projects worked on with dates. Prior to contracting with a construction management firm, Lufkin Independent School District will interview the Project Manager/Job Superintendent that will be assigned to the project. Please reference these personnel to projects listed in items 3.1 and 3.2 and explain how these personnel align with the proposed projects.

6.2. Company Philosophy:

a. What do you bring to the project team (LISD, Architect and CM) that is unique?

b. What is your role in ensuring that the Architect, Owner and Construction Manager work as a team? How will you resolve team conflict?

7. References (Name, organization, telephone, fax, & e-mail – if available)

7.1. Provide five (5) owner/client references

7.2 Provide five (5) subcontractor references

7.3 Provide five (5) architect (other than Texas Arcadis)/engineer/consultant references

8. General Conditions

The items in Exhibit D will be considered as general conditions of the contract and will not be included as part of the Construction Manager’s fee. The cost of these general conditions will be submitted independently of the fee. The cost of these items will be reviewed, negotiated, and agreed upon before the GMP is approved, and itemized on each payment application as necessary to fully document. In addition to the items in Exhibit D, minor work that may be included in the general conditions as allowed by Texas Government Code § 2269.255 is also included as general conditions.

Exhibit C – AIA Documents A133-2019, Exhibit B Insurance and Bonds, A201-2017 (Exhibit C to the A133), Exhibit A to

A201 Prevailing Wage Rates, and Exhibit D General Conditions, all as amended by LISD

See Separate Appendix C, attached

Appendix D – Construction Manager-At-Risk: Request for Proposals attachments

1. Attachment A – Proposal Form and Certification of Proposer

2. Attachment B – Proposer Certification Forms

3. Attachment C – Asbestos-Free Materials and Inspection

4. Attachment D – Acknowledgement of Final Completion Documents

5. Attachment E – W-9 Form

6. Attachment F – Ch. 22 Criminal History Records Contractor Certification:

Contractor/Subcontractor Employees

ATTACHMENT A: PROPOSAL FORM

PROJECT TITLE: Lufkin ISD’s construction of a new Lufkin High School Stadium, including a new stadium at

Lufkin High School with new locker rooms, 8-lane track, turf, lights, scoreboard, sound system, restrooms, concessions, and a new press box resulting from the May 2026 Bond Referendum

RFP JOB NUMBER # 072601

Name of Proposer/Contractor: ______________________________________________________ Address: _______________________________ _______________________ Telephone: _______________________________________________________ Fax: _______________________________________________________ E-mail: _______________________________________________________

Receipt of Addenda: ___________________________ ___________________________

LISD New Lufkin High School Stadium Project

Total Proposal Amount for Pre-Construction Services Lump Sum amount written (this governs)

Total Proposal Amount for CMAR Fee, Percentage of the Cost of the Work

___________________________ percent of Cost of the Work amount written (this governs)

Total Proposal Amount for General Conditions, Percentage of the Cost of the Work with a not-to-exceed sum

___________________________ percent of Cost of the Work amount written (this governs) amount written (this governs)

General Conditions (costs to be reimbursed) shall be delineated separately in the GMP Proposal and GMP Amendment and may only include the items in the A- 133 and Exhibit D thereto

For purposes of the Proposal and General Conditions, use construction duration provided in Section 3 – Project’s Scope and Budget and estimate that the Cost of the Work for this Project is $42M.

Not-to-Exceed Sum:

The undersigned hereby proposes to furnish all labor, materials, supervision and any other services necessary to complete the above-referenced project for the proposal amount(s) listed. Proposal prices are firm for acceptance by LISD for 60 days from the date opening of proposals has occurred.

Signed By: ______________________________ Name: __________________________________

Title:__________________________________ ATTEST: _______________________________

SEAL: (If Corporation)

CERTIFICATION OF PROPOSER

The undersigned Proposer has carefully examined all instructions, requirements, specifications, terms and conditions of this procurement solicitation and the construction documents and certifies:

1. It is a reputable company regularly engaged in providing construction services necessary to meet the requirements, specifications, terms and conditions of the procurement solicitation.

2. The Proposer has visited the site, become familiar with local conditions under which the Work is to be performed and has correlated the Proposer's personal observations with the requirements of the proposed Contract Documents.

3. It has the necessary experience, knowledge, abilities, skills, and resources to satisfactorily perform the requirements, specifications, terms and conditions of this procurement solicitation. Further, if awarded, the Proposer agrees to perform the requirements, specifications, terms and conditions of this procurement solicitation and to obtain final completion for the entire project on or before the dates listed in Section 3 of the RFP.

4. Proposer proposes to furnish all labor, materials, supervision and any other services necessary to complete the project for the proposal amount(s) listed on Attachment A. The undersigned certifies that the amount(s) contained in Attachment A have been carefully checked and are submitted as correct and final.

5. All statements, information, and representations prepared and submitted in response to this procurement solicitation are current, complete, true, and accurate. Proposer acknowledges that LISD will rely on such statements, information, and representations in selecting the successful proposer. Proposer shall be bound by all statements, representations, warranties, and guarantees made in its proposal.

6. It is not currently barred or suspended from doing business with the Federal government, any of the members represented, or any of their respective agencies.

7. That all of the requirements of this procurement solicitation have been read and understood, including any amendments/addenda. In addition, compliance with all requirements, terms and conditions will be assumed by LISD if not otherwise noted in the proposal.

8. The individual signing below has authority to submit this proposal on behalf of Proposer.

PROJECT TITLE: Lufkin ISD’s New Lufkin High School Stadium Project

PROPOSER NAME:

AUTHORIZED SIGNATURE:

PRINT NAME:

TITLE:

DATE:

ADDRESS:

CITY, STATE, ZIP CODE:

PHONE:

EMAIL ADDRESS:

WEBSITE URL:

ATTACHMENT B – PROPOSER CERTIFICATION FORMS

CERTIFICATION OF RESIDENCY

The State of Texas has a law concerning non-resident vendors. This law can be found in Texas Education Code under Chapter 2252, Subchapter A. This law makes it necessary for LISD to determine the residency of its Vendors.

In part, this law reads as follows:

Section: 2252.001: "Non-resident bidder” refers to a person who is not a resident. “Resident bidder” refers to a person whose principal place of business is in this state, including a vendor whose ultimate parent company or majority owner has its principal place of business in this state.

Section: 2252.002: "A governmental entity may not award a governmental contract to a non resident bidder unless the nonresident underbids the lowest bid submitted by a resident bidder by an amount that is not less than the amount by which a resident bidder would be required to underbid the nonresident…