CMaR Services_ Historic Post Office - West Franklin Street Renovations.pdf

November 18, 2026 11:00 AM Local Time Electronic Submission

October 27, 2026 11:00 AM Local Time West Franklin Street building Parking lot at main entrance 1678 West Franklin Street Monroe, NC 28112

Request for Qualifications No. 2027-016 Construction Manager at Risk Services, Union County Historic Post Office/West Franklin Street Renovations

Due Date:

Time:

Receipt Location:

Non-Mandatory Pre-Submittal Conference Date:

Time:

Location:

Procurement Contact:

Corey Brooks, CLGPO Director, Procurement & Contract Management 704.283-3683 corey.brooks@unioncountync.gov mailto:corey.brooks@unioncountync.gov

Union County, North Carolina RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

Contents 1 Notice of Advertisement 2 Submittal Details

2.1 SUBMISSION DEADLINE AND DELIVERY ADDRESS

2.2 SUBMISSION REQUIREMENTS

2.3 SUBMITTAL QUESTIONS

2.4 ADDENDA

2.5 COMMUNICATION

3 Introduction

3.1 PURPOSE

3.2 COUNTY

4 Project Background 5 Project Description and Scope of Services

5.1 PRECONSTRUCTION PHASE SERVICES

5.2 CONSTRUCTION PHASE SERVICES

6 Detailed Submittal Requirements and Instructions

6.1 TERMS OF SUBMISSION

6.2 PROPOSAL FORMAT

6.2.1 Section A – Cover Letter

6.2.2 Section B – Firm Background and experience

6.2.3 Section C– history of construction manager at risk experience

6.2.4 SECTION D – QUALIFICATIONS

6.2.5 Section E – Project Team

6.2.6 Section F – Project Management and Quality Control

6.2.7 Section G – Project Approach and Methodology

6.2.8 SECTION H – FINANCIAL

6.2.9 SECTION I – Small Business Outreach

6.2.10 SECTION J – LEGAL

6.2.11 Section K – Required Forms

7 Evaluation Criteria and Selection Process

7.1 SELECTION PARTICIPANTS

7.2 EVALUATION SELECTION PROCESS

7.3 AWARD PROCEDURE

8 General Conditions and Requirements

8.1 CONTRACTUAL OBLIGATIONS

8.2 CONTRACTS/AMENDMENTS

8.3 EQUAL EMPLOYMENT OPPORTUNITY

8.4 EXPENSE OF FIRM

8.5 E-VERIFY

8.6 INSURANCE

8.7 INDEMNIFICATION

9 Appendix A – SOQ Submission Form 10 Appendix B – Addendum and Anti-Collusion 11 Appendix C – Sample Vendor Payment Notification 12 Appendix D – Small Business Outreach Guidelines

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

1 NOTICE OF ADVERTISEMENT

Construction Manager at Risk Services

Union County Historic Post Office/West Franklin Street Renovations

Electronic Statements of Qualifications (SOQs) will be received by the Union County Procurement Department until 11:00 AM local time on November 18, 2026. Late submittals will not be accepted.

A Non-Mandatory Pre-Submittal Conference will be held on October 27, 2026, at 11:00 AM local time at the West Franklin Street building, parking lot at main entrance, 1678 West Franklin Street, Monroe, NC 28112. Representatives from Union County Facilities Management will be on hand to give a brief overview of the project and to answer questions. Attendance at this meeting is strongly encouraged.

Union County is soliciting Statements of Qualifications (SOQs) from well-qualified firms interested in providing Construction Manager at Risk (CMAR) services for the Union County Historic Post Office/West Franklin Street Renovations. The selected firm will provide CMAR services in coordination with the architectural and/or engineering (A/E) firm separately contracted by Union County to provide design and construction administration services for the Project.

Companies or individuals must be licensed in the State of North Carolina, as set forth under Article 1 of Chapter 87 of the North Carolina Statutes.

This solicitation may be examined at the Union County Government Center, Procurement Department, 610 Patton Ave., NC 28110, Monday through Friday between the hours of 8:00 am and 5:00 pm. Copies of the solicitation may be obtained from the locations listed below:

1. Download the Solicitation Documents from the Union County Website https://www.unioncountync.gov/departments/bids-procurement/current-bids

2. Download the Solicitation Documents from the State of North Carolina IPS website https://evp.nc.gov (Bid by Departments, search County of Union).

Union County (UC) reserves the right to reject any or all submittals, to waive technicalities and to make such selection deemed in its best interest. With limited response, Union County reserves the right to extend the solicitation opening date as appropriate in order to assure a competitive procurement process.

Offerors are required to comply with the non-collusion requirements set forth in the Solicitation Documents.

Union County is committed to promoting opportunities for small business participation and will conduct applicable outreach in accordance with the Union County Small Business Outreach Guidelines and applicable North Carolina law.

https://www.unioncountync.gov/departments/bids-procurement/current-bids https://evp.nc.gov/

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

2 Submittal Details

2.1 SUBMISSION DEADLINE AND DELIVERY ADDRESS

All submittals, for the services specified, are to be received by the Union County Procurement Department no later than 11:00 AM local time on November 18, 2026, per the instructions below. Any submittals received after this date and time shall be rejected without exception.

2.2 SUBMISSION REQUIREMENTS

The Statement of Qualifications must be submitted electronically using the following link:

https://lfportal.unioncountync.gov/Forms/procurementsubmit. Select the Solicitation drop down arrow and choose this RFQ from the list. Complete the form, upload the SOQ as one complete document and select submit. The maximum size accepted is 20 MB. An email response will be sent to the address entered on the form as your confirmation of receipt.

The submittal must be signed by a person who is authorized to bind the proposing Company.

Instructions for preparing the SOQ are provided herein.

Paper or e-mail submissions will not be accepted.

There is no expressed or implied obligation for Union County to reimburse Offerors for any expenses incurred in preparing a response to this request.

Union County reserves the right to reject any or all submittals, to waive technicalities and to make such selection deemed in its best interest.

Union County reserves the right to cancel this RFQ.

2.3 SUBMITTAL QUESTIONS

Submittal questions will be due on or before 5:00 PM local time on October 30, 2026. The primary purpose is to provide participating Offerors with the opportunity to ask questions, in writing, related to the RFQ. Addenda will be issued prior to the due date to answer applicable questions.

Submit questions by e-mail to Corey Brooks at corey.brooks@unioncountync.gov by the deadline shown above. The email should identify the RFQ number and project title. All questions and answers may be posted as addenda on www.unioncountync.gov and/or https://evp.nc.gov.

2.4 ADDENDA

Union County may modify the RFQ prior to the date fixed for submission of SOQs by the issuance of an addendum.

Should an Offeror find discrepancies or omissions in this RFQ or any other documents provided by Union County, the Offeror should immediately notify the County of such potential discrepancy in writing via email as noted above.

Any addenda to these documents shall be issued in writing. No oral statements, explanations, or commitments by anyone shall be of effect unless incorporated in the written addenda. Receipt of https://lfportal.unioncountync.gov/Forms/procurementsubmit mailto:corey.brooks@unioncountync.gov http://www.unioncountync.gov/

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

Addenda shall be acknowledged by the Offeror on Appendix B, Addendum and Anti-Collusion form.

2.5 COMMUNICATION

All communications, any modifications, clarifications, amendments, questions, responses or any other matters related to this Request for Qualifications must be made only through the Procurement Contact noted on the cover of this RFQ. A violation of this provision may be cause for the County to reject a Company’s SOQ. No contact regarding this document with the Board of County Commissioners or other County employees is permitted and may be grounds for disqualification.

3 INTRODUCTION

3.1 PURPOSE

Union County is soliciting Statements of Qualifications (SOQs) from qualified firms to provide Construction Manager at Risk (CMAR) services for the Union County Historic Post Office/West Franklin Street Renovations. The selected CMAR firm will provide professional services during planning and site investigation, all phases of design, preconstruction, and construction.

The CMAR will provide these services in coordination with an architectural and/or engineering (A/E) firm separately contracted by the County. The A/E firm will provide programming, design, construction documents, and construction administration services for the Project and will coordinate and collaborate with the selected CMAR throughout design and construction.

The purpose of this RFQ process is to identify and select the most qualified CMAR firm to provide the required services for the Project.

3.2 COUNTY

Union County is located in the central southern Piedmont of North Carolina. The County provides its citizens with a full array of services that include public safety, water/wastewater utilities and sanitation, human services, cultural and recreational activities, and general government administration.

4 PROJECT BACKGROUND

The Union County Historic Post Office/West Franklin Street Renovations is a two-phase renovation project intended to support the County's current and future operational and administrative space needs.

Phase 1 – West Franklin Street: The County intends to renovate and adaptively reuse the recently acquired commercial property located at 1678 West Franklin Street in Monroe, North Carolina, for County office and operational use. The property consists of an approximately 41,000-square-foot former commercial shopping center located on approximately six acres and includes nine storefronts with associated parking and driveways. The anticipated renovation includes demolition of existing interior spaces and construction of office space, meeting rooms, conference rooms, restrooms, workrooms, and other support spaces, as well as improvements to the existing storefront and minor parking lot improvements.

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

Phase 2 – Historic Post Office: Following completion of the West Franklin Street renovation, the County anticipates minor interior renovations and updated finishes to a portion of the Historic Post Office. The anticipated renovation area is approximately 27,553 square feet. The Historic Post Office is anticipated to remain occupied and operational during construction, requiring careful planning, phasing, sequencing, and coordination to minimize disruption to County operations.

The final programming, design, scope, and phasing of the improvements will be developed by the County in coordination with the selected A/E and CMAR firms. The CMAR will participate throughout the design and preconstruction process to provide input related to constructability, cost estimating, scheduling, phasing, logistics, value analysis, and other preconstruction considerations.

5 PROJECT DESCRIPTION AND SCOPE OF SERVICES

The project description and scope of work includes, but is not limited to:

Union County intends to engage a Construction Manager at Risk to provide preconstruction and construction-phase services for the two-phase Project described in Section 4. The selected CMAR will work collaboratively with the County, the A/E, and other Project consultants throughout design, preconstruction, procurement, construction, and closeout.

The current anticipated construction budget for the Project is approximately $5 million. The final scope, programming, design, construction phasing, and allocation of the construction budget between the two phases will be developed and refined during design and preconstruction.

The A/E and CMAR contracts will be separately led and managed by Union County. The CMAR shall contract directly with the County for construction of the Project and shall publicly advertise and receive bids in accordance with applicable North Carolina General Statutes. The CMAR shall prequalify first-tier subcontractors in accordance with N.C.G.S. § 143-135.8 and the County's Prequalification Policy. The County and CMAR shall jointly develop the project-specific prequalification assessment tool and criteria, including the scoring methodology and minimum required score for prequalification. The CMAR and its first-tier subcontractors shall comply with the small business outreach requirements established by applicable North Carolina law and the Union County Small Business Outreach Guidelines included as Appendix D to this RFQ.

The following representative list of services to be provided by the CMAR is for illustrative purposes and is not intended to be exhaustive or exclusive.

The CMAR shall provide preconstruction consulting, scheduling, estimating, constructability review, cost control, value analysis, phasing and logistics planning, and other construction management services and will function as a key member of the Project team along with the County, the A/E, and the A/E's consulting team. The CMAR shall collaborate with the Project team throughout design and construction and assist in developing logical work packages, sequencing the work, identifying project risks, maintaining the Project budget and schedule, and managing construction of the Project.

The work of the CMAR may be authorized in phases. Services are anticipated to include preconstruction services, development and reconciliation of cost estimates, development of one or more Guaranteed Maximum Price (GMP) proposals as appropriate for the Project, and construction-phase services. Selection of the CMAR will be made in accordance with applicable North Carolina General Statutes governing the selection of Construction Manager at Risk services.

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

All work performed under the resulting contract shall be in accordance with the Contract Documents, including the General Conditions, any amendments or supplementary conditions, and any other documents incorporated into the Contract.

5.1 PRECONSTRUCTION PHASE SERVICES

Preconstruction Phase Services shall include, but are not limited to, collaboration with the County, A/E, and A/E consulting team throughout programming and design; participation in design and Project meetings; constructability reviews; evaluation and development of construction phasing, sequencing, site logistics, occupant coordination, and occupied-facility logistics; development and maintenance of the Project schedule; preparation and reconciliation of detailed cost estimates at appropriate design milestones; cost control and budget management; value analysis and value engineering; identification, analysis, and mitigation of Project risks; review of existing-condition information; evaluation of material availability, procurement lead times, and market conditions;

development of subcontractor bid packages and work packages; assistance with early procurement or early work packages when appropriate; subcontractor prequalification planning;

and development and reconciliation of the Guaranteed Maximum Price (GMP).

The CMAR shall work collaboratively with the County and A/E to maintain alignment among the design, construction budget, schedule, phasing requirements, and operational needs of the County throughout the preconstruction phase.

5.2 CONSTRUCTION PHASE SERVICES

Construction Phase Services shall include, but are not limited to, compliance with the Contract Documents and General Conditions; providing required temporary facilities, storage, equipment, barriers, protection, and other construction support; collaboration with the County and A/E to execute the Project; implementation and maintenance of approved construction phasing and logistics plans; maintaining County operations during construction of the Historic Post Office;

development and updating of detailed construction schedules; prequalification of subcontractors in accordance with N.C.G.S. § 143-135.8 and County policy; implementation and documentation of applicable small business outreach efforts in accordance with the Union County Small Business Outreach Guidelines; advertising and managing subcontractor bidding; subcontractor and supplier coordination; construction management and supervision; safety and quality-control programs; maintaining systems for tracking submittals, RFIs, change management, and other Project documentation; conducting and documenting regular construction meetings; monitoring construction costs against the approved GMP; obtaining required permits and coordinating inspections; coordinating testing, special inspections, and construction materials testing performed by the County's separately contracted consultants; reviewing and certifying applications for payment; maintaining Project records; managing punch-list and corrective work;

coordinating commissioning and startup activities as applicable; delivering the Project within the approved GMP and schedule, subject to approved changes; and completing all required Project closeout activities.

PROJECT PROCUREMENT SCHEDULE

The following is the Project Procurement Schedule. The Owner reserves the right to modify the Project Procurement Schedule via Addenda or by contacting Shortlisted firms directly.

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

Date (estimated) Activity October 15, 2026 Issue/Advertise RFQ October 27, 2026 Non-Mandatory Pre-Submittal (attendance is strongly encouraged) October 30, 2026 Deadline for Questions November 18, 2026 RFQ Due Date Week of December 18th Interviews with Shortlisted Firms

6 DETAILED SUBMITTAL REQUIREMENTS AND INSTRUCTIONS

6.1 TERMS OF SUBMISSION

All material received from a person or company (“Respondent”) in response to this solicitation shall become the property of Union County and will not be returned to the Respondent. Any and all costs incurred by a Respondent in preparing, submitting, or presenting submissions are the Respondent’s sole responsibility and Union County shall not reimburse the Respondent. All responses to this solicitation will be considered a public record and subject to disclosure under applicable public records law.

Any material in a response which the Respondent considers a trade secret and exempt from disclosure as a public record under applicable law, including (N.C.G.S) §§ 132-1.2 and 66- 152, must be properly designated as a trade secret. In order to properly designate such material, the Respondent must: (i) submit any trade secret materials in a separate envelope, or file, from all other submitted material, being clearly marked as “Trade Secret – Confidential and Proprietary Information,” and (ii) stamp the same trade secret/confidentiality designation on each page of the materials therein which contain trade secrets.

To the extent consistent with public records law, Union County will make reasonable efforts to maintain the confidential nature of trade secrets, as determined by Union County and subject to the conditions set forth herein. Respondent understands and agrees by submitting a response to this solicitation, that if a request is made to review or produce a copy of any information in the Respondent’s materials which was properly labeled by the Respondent as a trade secret, Union County will notify the Respondent of the request and the date that such materials will be released to the requestor unless the Respondent obtains a court order enjoining that disclosure. If the Respondent fails to obtain the court order enjoining disclosure prior to that date, Respondent understands and agrees that Union County will release the requested information to the requestor on that date.

Furthermore, the Respondent also agrees to indemnify and hold harmless Union County and each of its officers, employees, and agents from all costs, damages, and expenses incurred in connection with refusing to disclose any material that has been designated as a trade secret by Respondent.

6.2 PROPOSAL FORMAT

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

The County desires all responses to be identical in format. While the County’s format may represent a departure from the offeror’s preference, the County requests adherence to the format.

All responses are to be in the format described below.

Offerors should prepare their SOQ in accordance with the instructions outlined in this section. The submittal should be one (1) complete document. Each Offeror is required to submit the SOQ electronically – Refer to page 3, item 2.2. The SOQ should be prepared as simply as possible and provide a straightforward, concise description of the Offeror’s capabilities to satisfy the requirements of the RFQ.

Utmost attention should be given to accuracy, completeness, and clarity of content. All parts, pages, figures, or tables should be numbered and clearly labeled. Response information should be limited to pertinent information only. Marketing and sales type information is not to be included.

The total length of the submittal, including cover letter, should be no more than 50 single-sided pages. Submittals should be on 8 ½” x 11" paper with an 11-point minimum text size.

Key personnel resumes may also be provided as an appendix to the document and will not count against the page limit. Covers, section acknowledgements, and the required forms, do not count against the page limit.

The submittal should be organized into the following sections:

• Section A – Cover Letter

• Section B – Background and Experience

• Section C – History of Construction Manager at Risk Experience

• Section D – Qualifications

• Section E – Project Team

• Section F – Project Management and Quality Control

• Section G – Project Approach and Methodology

• Section H - Financial

• Section I – Small Business Outreach

• Section J – Legal

• Section K – Required Forms o Appendix A – Statement of Qualifications Submission Form o Appendix B – Addenda Receipt and Anti-Collusion

Omissions and incomplete answers may be deemed unresponsive. Please initial any corrections.

6.2.1 SECTION A – COVER LETTER

In your cover letter, include the following information about your company:

• Legal Company Name and DBA (if applicable)

Corporate Headquarters:

Address Telephone Number

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

Website Address

Location Providing Service (if different from headquarters):

Address Telephone Number

• Name of Single Point of Contact (required in this section) Title

Direct Telephone Number and/or extension Direct Email Address

• Name of Person with Binding Authority Title Address

Direct Telephone Number and/or extension Email Address

• Describe your interest in this project and the unique advantage your firm and team bring.

• Make the following representations and warranty in the cover letter, the falsity of which might result in rejection of its proposal: “The information contained in this SOQ or any part thereof, including any exhibits, schedules, and other documents and instruments delivered or to be delivered to the County, is true, accurate, and complete. This SOQ includes all information necessary to ensure that the statements therein do not in whole or in part mislead the County as to any material facts.”

6.2.2 SECTION B – FIRM BACKGROUND AND EXPERIENCE

Provide a representative summary of your firm's specialized experience and expertise related to providing CMAR services for projects of similar size, scope, and complexity.

Include relevant experience with renovation and adaptive reuse projects, project costs and schedules, and past performance on similar assignments.

6.2.3 SECTION C– HISTORY OF CONSTRUCTION MANAGER AT RISK

EXPERIENCE

Since 2021, has your firm completed or reached substantial completion on three (3) or more projects of similar size and complexity utilizing the Construction Manager at Risk delivery method? The prospective firm must have served as the Construction Manager at Risk for each project identified.

o YES o NO Provide the information listed below for each project, a minimum of three (3) maximum of five (5) projects:

• Name of the project

• Address of the project

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

• Date completed

• Name of construction manager, project staff, senior executive, project manager, site manager

• Name, address, and telephone number of Owner

• Name, title, telephone number and e-mail address of Owner’s representative or

Owner’s contact

• Type of project

• Description of services provided and the extent of pre-construction and construction phase services

• GMP contract amount

• Final cost of project

• Number of executed change orders

• Original contract time

• Authorized contract time extensions

• Final contract time

• Duration from substantial completion to completion of closeout

• Briefly describe small business outreach activities performed on the project, if applicable.

6.2.4 SECTION D – QUALIFICATIONS

• Firms seeking Construction Manager at Risk work must be licensed general contractors in the State of North Carolina.

• List all applicable North Carolina general contractor license numbers, classifications, limitations, qualifier names, dates of issue, and expiration dates.

Provide a copy of each applicable license.

• Has any applicable license ever been revoked or suspended? This requirement applies to all parties of a joint venture. If yes, provide an explanation including the applicable dates, findings, and term of the revocation or suspension.

• The firm must have sufficient bonding capacity to provide required payment and performance bonds for the total cost of the work. Evidence of bonding capacity shall be provided as required in Section 6.2.8 – Financial. The letter should also indicate the grade of the bonding agency.

• The firm must be able to obtain a Builders Risk insurance policy for the total cost of the work; provide verification with the cover letter.

6.2.5 SECTION E – PROJECT TEAM

Provide a detailed organization chart that presents the team to be dedicated to these services. This should include key personnel, assigned to the project and other supporting staff to be used throughout completion of the work. Information to be included in this section shall include:

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

For each person listed above, list what aspects of pre-construction or construction the person will handle. For those persons who will divide their time between pre-construction and construction phases, indicate what percentages of their time will be devoted to each phase.

For each person listed in the response above, list his/her experience with firm, their job function for this project, years in present job function and other prior and/or relevant experience with projects of similar size and scope in construction/design, and the persons location. Attach the resumes and references for each person listed.

• Professional, relevant qualifications for up to five (5) projects, including the projects listed under the “History of Similar Projects” section of the response, the individual(s) had a significant role;

• Office location and number of year’s employee has worked with the current firm;

• Available time (in percent) that each team member may commit to this service;

• Current work load and municipal projects awarded;

• Familiarity with the area where project is to be located;

• Administration capabilities;

• The specific experience the proposed program manager has in managing related or similar programs;

• Subconsultants to be utilized in the execution of the project must be clearly identified within the organizational chart. Provide relevant qualifications for up to five projects for each subconsultant proposed as part of the project team. Projects listed should demonstrate prior successful teaming with the respondent.

6.2.6 SECTION F – PROJECT MANAGEMENT AND QUALITY CONTROL

Provide a brief description of the systems and methods employed by the firm to effectively manage proposed projects, including a summary on the management of goal setting, managing client expectations, communications, scope, quality control, managing project schedule, cost, quality control/assurance, risk and stakeholders within prescribed budgets and change management.

6.2.7 SECTION G – PROJECT APPROACH AND METHODOLOGY

Provide a brief summary to include the approach for this project including the team and consultants as it relates to the previously defined scope.

6.2.8 SECTION H – FINANCIAL

• Submit a notarized statement from the proposer’s surety company confirming the proposer has currently available bonding capacity.

• Provide the name of proposer’s Bonding Company/Surety including name of

Surety agent, address and telephone number, firm’s total bonding capacity and current available bonding capacity and Surety’s A.M. Best rating. Include this information for Surety’s utilized over the past three (3) years. Firms must be able to provide 100% Performance and Payment Bonds.

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

• Union County reserves the right to request financial data during the final stage of the solicitation process. If requested, provide a copy of audited financial statements for the three (3) previous fiscal years and the last quarterly report.

Statements must include auditor’s letter of opinion, auditor’s noted balance sheet, statement of income/loss. All financial statements provided will be recognized as confidential material for Union County’s review only. Each prime or joint venture partner must submit the requested information.

• Has your firm or any of its owners, officers or partners ever been convicted of a federal or state crime of fraud, theft or any other act of dishonesty?

6.2.9 SECTION I – SMALL BUSINESS OUTREACH

Union County is committed to promoting open competition and expanding opportunities for small businesses to participate in County contracting and subcontracting opportunities. The Union County Small Business Outreach Guidelines are included as Appendix D to this RFQ.

Provide a brief description of the firm's approach to small business outreach on CMAR projects, including its experience identifying, recruiting, and providing subcontracting, supplier, and service opportunities to qualified small business entities.

The response should describe the firm's proposed approach to implementing small business outreach for this Project, including anticipated methods for notifying small businesses of subcontracting opportunities, encouraging participation in the subcontractor prequalification process, conducting or participating in outreach activities, and documenting outreach efforts.

The selected CMAR and its first-tier subcontractors shall make good faith efforts to recruit and select qualified small business entities in accordance with applicable North Carolina law and the Union County Small Business Outreach Guidelines.

Small business status does not establish a participation goal, set-aside, preference, or separate evaluation preference and shall not alter the statutory requirements governing subcontractor prequalification, competitive bidding, or award.

6.2.10 SECTION J – LEGAL

• Describe any claims, disputes ending in mediation, arbitration or litigation associated with any current project(s) and/or project(s) completed in the past five (5) years. Also note any project(s) where your firm has been terminated.

• Has your firm or any of its owners, officers or partners ever been found liable in a civil suit, found guilty in a criminal action for making any false claim or material misrepresentation to any public agency or entity, or been convicted of a crime involving any federal, state or local law related to construction?

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

• If YES, explain on a separate signed page, including identifying who was involved, the name of the public agency, the date of the investigation and the grounds for the finding.

6.2.11 SECTION K – REQUIRED FORMS

Submittals must include the following documents:

• Appendix A – Statement of Qualifications Submission (signed)

• Appendix B – Addenda Receipt and Anti-Collusion (signed)

NOTE: This is a Request for Qualifications (RFQ). Responding firms are not required to submit project specific scope information nor price. Do not submit price information nor work product with your submittal package. Each submittal package will be reviewed based on qualification criteria listed in this RFQ. In accordance with NC G.S. 143-64.31, the county will negotiate a contract with the best qualified firm based on the Scope of Work listed in this RFQ.

7 EVALUATION CRITERIA AND SELECTION PROCESS

7.1 SELECTION PARTICIPANTS

1. Maintaining the integrity of the RFQ process is of paramount importance for the County.

To this end, do not contact any member of the Union County Board of Commissioners or any member of the Union County staff regarding the subject matter of this RFQ until a selection is made, other than the County’s designated contact person identified in the introduction to this RFQ. Failure to abide by this requirement shall be grounds for disqualification from this selection process.

2. The Owner will establish an RFQ Evaluation Team to review and evaluate the submittals independently in accordance with the published evaluation criteria.

3. Union County reserves the right to conduct interviews with a shortlist of selected respondents.

4. At its sole discretion, the Owner may ask written questions of Offerors, seek written clarification, and conduct discussions with Offerors on the submittals.

5. At the Owner’s discretion, it will initiate negotiations with the Preferred Offeror. The

“Preferred Offeror” is the Offeror that the Owner determines achieves the apparent best overall ranking. If the Owner is unable to execute a contract with the Preferred Offeror, negotiations with the Preferred Offeror may be terminated, and provided that such negotiations are terminated in writing, the Owner may proceed to negotiate with the next Preferred Offeror. The Owner will continue in accordance with this procedure until a contract agreement is reached or the selection process is terminated. Negotiations are at the Owner’s sole discretion.

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

7.2 EVALUATION SELECTION PROCESS

A weighted analysis of the evaluation criteria will be utilized to evaluate and rank firms and identify the most qualified firm(s) for the Project.

In the evaluation and scoring/ranking of Offerors, the Owner will consider the information submitted in the RFQ as well as interviews, if applicable, with respect to the evaluation criteria set forth below:

SOQ Evaluation Criteria Weights

- Experience

• Specialized or appropriate project experience;

• Past performance on similar projects;

• Understanding of specific needs for this project;

• Record of successfully completed projects without major legal or technical difficulties.

-History of Construction Manager at Risk Experience

30%

- Project Team and Availability of Resources

• Qualified staff and proposed consultant team for the project;

• Current workload and availability to support the project;

• Familiarity with the area where the project is located;

• Administration capabilities.

25%

- Qualifications - Construction Manager at Risk

- Project Management and Quality Control

25%

- Project Approach and Methodology

• Proposed approach for the project including team and consultants.

20%

The initial evaluation criteria/factors and relative weights listed below will be used to recommend selection of the Proposed Offeror or for the purpose of selecting Short-Listed Offerors. The County may choose to award without engaging in interview discussions.

After identification of Short-Listed Offerors, the Owner may or may not decide to invite Short- Listed firms for interviews/demonstrations. If interviews are scheduled with the Short-Listed Offerors, previous evaluation and rankings are not carried forward. For the purpose of selecting a Preferred Offeror, the evaluation criteria will be given the following relative weights:

Interview Evaluation Criteria Weights

-Project/Construction Manager at Risk Experience -Project Team and Availability of Resources -Project Management, Approach, and Quality Control

75%

-Quality and Relevance of Interview as it Relates to the Scope of the RFQ 25%

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

7.3 AWARD PROCEDURE

The County reserves the right to make an award without further discussion of the submittals received. It is understood that any SOQ submitted will become part of the public record.

A submittal may be rejected if it is incomplete. Union County may reject any or all submittals and may waive any immaterial deviation in a submittal.

The County may accept that SOQ that best serves its needs, as determined by County officials in their sole discretion.

More than one submittal from an individual, firm, partnership, corporation or association under the same or different names, will not be considered.

County may select and enter into negotiations with the next most advantageous Offeror if negotiations with the initially chosen Offeror are not successful.

The award document will be a Contract incorporating, by reference, all the requirements, terms and conditions of the solicitation and the Offeror’s SOQ as negotiated.

8 GENERAL CONDITIONS AND REQUIREMENTS

8.1 CONTRACTUAL OBLIGATIONS

The contents of this submittal and the commitments set forth in the selected SOQ shall be considered contractual obligations, if a contract ensues. Failure to accept these obligations may result in cancellation of the award. All legally required terms and conditions shall be incorporated into final contract agreements with the selected Service Provider(s).

All payroll taxes, liability and worker’s compensation are the sole responsibility of the Proposer.

The Proposer understands that an employer/employee relationship does not exist under this contract.

8.2 CONTRACTS/AMENDMENTS

Information regarding the contract documents for this Project will be provided to the selected firm accordingly. The County anticipates utilizing AIA Document A133-2019, Standard Form of Agreement Between Owner and Construction Manager as Constructor where the basis of payment is the Cost of the Work Plus a Fee with a Guaranteed Maximum Price, together with applicable exhibits, as modified by Union County.

8.3 EQUAL EMPLOYMENT OPPORTUNITY

All Firms will be required to follow Federal Equal Employment Opportunity (EEO) policies. Union County will affirmatively assure that on any project constructed pursuant to this advertisement, equal employment opportunity will be offered to all persons without regard to race, color, creed, religion, national origin, sex, and marital status, status with regard to public assistance, membership or activity in a local commission, disability, sexual orientation, or age.

8.4 EXPENSE OF FIRM

The Owner accepts no liability for the cost and expenses incurred by firms in responding to this Procurement. Each Firm that enters into the Procurement process shall prepare the required materials and the SOQ at its own expense and with the express understanding that the Firm cannot make any claims whatsoever for reimbursement from the Owner for the costs and

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations expenses associated with the process, even in the event the Owner cancels this Project or rejects all submittals.

8.5 E-VERIFY

E-Verify is the federal program operated by the United States Department of Homeland Security and other federal agencies, or any successor or equivalent program, used to verify the work authorization of newly hired employees pursuant to federal law. Vendor/Firm shall ensure that Firm and any Subcontractor performing work under this contract: (i) uses E-Verify if required to do so; and (ii) otherwise complies with applicable law.

8.6 INSURANCE

One or more of the following insurance limits may be required if it is applicable to the project. The County reserves the right to require additional insurance depending on the nature of the agreement.

At Contractor’s sole expense, Contractor shall procure and maintain the following minimum insurances with insurers authorized to do business in North Carolina and rated A-VII or better by A.M. Best, or as otherwise authorized by the Union County Risk Manager.

A. WORKERS’ COMPENSATION

Statutory (coverage for three or more employees) limits covering all employees, including Employer’s Liability with limits of:

$500,000 Each Accident $500,000 Disease - Each Employee $500,000 Disease - Policy Limit

B. COMMERCIAL GENERAL LIABILITY

(for any agreement unless otherwise waived by the Risk Manager)

Covering Ongoing and Completed Operations involved in this Agreement.

$2,000,000 General Aggregate $2,000,000 Products/Completed Operations Aggregate $1,000,000 Each Occurrence $1,000,000 Personal and Advertising Injury Limit

C. COMMERCIAL AUTOMOBILE LIABILITY

(for any agreement involving the use of a contractor vehicle while conducting services associated with the agreement)

$1,000,000 Combined Single Limit - Any Auto

D. PROFESSIONAL LIABILITY

(only for any agreement providing professional service such as engineering, architecture, surveying, consulting services, etc.)

$1,000,000 Claims Made

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

Contractor shall provide evidence of continuation or renewal of Professional Liability Insurance for a period of two (2) years following termination of the Agreement.

ADDITIONAL INSURANCE REQUIREMENTS

A. The Contractor’s General Liability policy shall be endorsed, specifically or generally, to include the following as Additional Insured:

UNION COUNTY, MONROE-UNION COUNTY ECONOMIC DEVELOPMENT

COMMISSION, (MUCEDC) ITS OFFICERS, AGENTS AND EMPLOYEES ARE

INCLUDED AS ADDITIONAL INSURED WITH RESPECTS TO THE GENERAL

LIABILITY INSURANCE POLICY.

Additional Insured status for Completed Operations shall extend for a period of not less than three (3) years from the date of final payment.

B. Before commencement of any work or event, Contractor shall provide a Certificate of Insurance in satisfactory form as evidence of the insurances required above.

C. Contractor shall have no right of recovery or subrogation against Union County (including its officers, agents and employees).

D. It is the intention of the parties that the insurance policies afforded by contractor shall protect both parties and be primary and non-contributory coverage for any and all losses covered by the above-described insurance.

E. Union County shall have no liability with respect to Contractor’s personal property whether insured or not insured. Any deductible or self-insured retention is the sole responsibility of Contractor.

F. Notwithstanding the notification requirements of the Insurer, Contractor hereby agrees to notify County’s Risk Manager at 500 N. Main Street # 130, Monroe, NC 28112, within two

(2) days of the cancellation or substantive change of any insurance policy set out herein.

Union, in its sole discretion, may deem failure to provide such notice as a breach of this Agreement.

G. The Certificate of Insurance should note in the Description of Operations the following:

Department: _____________________ Contract #: _____________________

H. Insurance procured by Contractor shall not reduce nor limit Contractor’s contractual obligation to indemnify, save harmless and defend Union County for claims made or suits brought which result from or are in connection with the performance of this Agreement.

I. Certificate Holder shall be listed as follows:

Union County

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

Attention: Risk Manager 500 N. Main Street Monroe, NC 28112

J. If Contractor is authorized to assign or subcontract any of its rights or duties hereunder and in fact does so, Contractor shall ensure that the assignee or subcontractor satisfies all requirements of this Agreement, including, but not limited to, maintenance of the required insurances coverage and provision of certificate(s) of insurance and additional insured endorsement(s), in proper form prior to commencement of services.

8.7 INDEMNIFICATION

Contractor agrees to protect, defend, indemnify and hold Union County, its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or relating to any and all claims, liens, demands, obligations, actions, proceedings, or causes of action of every kind in connection with or arising out of this agreement and/or the performance hereof that are due, in whole or in part, to the negligence of the Contractor, its officers, employees, subcontractors or agents. Contractor further agrees to investigate, handle, respond to, provide defense for, and defend the same at its sole expense and agrees to bear all other costs and expenses related thereto.

--Intentionally Left Blank--

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

9 APPENDIX A – SOQ SUBMISSION FORM

Submit with SOQ

This SOQ is submitted by:

Company Legal Name:

Representative Name:

Representative Signature:

Representative Title:

Address:

City/State/Zip:

Email Address:

Phone Number:

Website Address:

It is understood that Union County reserves the right to reject any and all submittals, to make awards according to the best interest of the County, to waive formalities, technicalities, to recover and re-advertise this project. Statement of Qualifications is valid for 120 calendar days from the due date and is submitted by an executive of the company that has authority to contract with Union County, NC.

Name of Authorized Company Representative:

Title:

Signature of Authorized Company Representative:

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

10 APPENDIX B – ADDENDUM AND ANTI-COLLUSION

Request for Qualifications No. 2027-016

Submit with SOQ

Please acknowledge receipt of all addenda by including this form with your submittal. Any questions or changes received will be posted as an addendum on www.unioncountync.gov and/or https://evp.nc.gov. It is the Offeror's responsibility to check for this information.

Addendum No. Date Downloaded

I certify that this SOQ is made in good faith and without collusion with any other offeror or officer or employee of Union County.

Legal Company Name:

Name:

Title:

Email Address:

Signature:

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

11 APPENDIX C – SAMPLE VENDOR PAYMENT NOTIFICATION

Request for Qualifications No. 2027-016 Construction Manager at Risk Services

Do Not Submit with SOQ

---Informational Purposes Only---

Finance Department 500 North Main Street Suite #714 Monroe, NC 28112 T. 704-283-3813 www.unioncountync.gov

ATTENTION: ACCOUNTS PAYABLE VENDORS

As part of our Fraud Prevention Program, Union County now prefers two methods for payments to vendor accounts. These methods allow for faster and easier payments to vendors.

The first and preferred method available is to accept a VISA card payment from the County. If you accept payment via VISA, payment is made at the time of the transaction or upon receipt and approval of the invoice.

The second method is an Electronic Funds Transfer. (EFT) This means that you will receive payment of invoices due directly into your bank account. With this method, you will get an email confirmation giving you the date, invoice numbers, and total amount paid. Your payment will be available to you on Monday (or the first banking day if Monday is a bank holiday) following receipt of an approved invoice from the County department invoiced.

An EFT Enrollment Form to enroll in the program is attached for your convenience. You can also visit the Union County website at www.unioncountync.gov at any time to get a new form if your banking information changes. If the banking information changes and you do not notify us, it will delay receipt of payment for invoices.

If you wish to receive payment via the County’s VISA card, please contact Heather Howey at 704-283-3539, or send an email to ap@unioncountync.gov and you will be added to the list of vendors accepting the VISA card method of payment.

Union County prefers all vendors participate in one of the two methods described above.

Thank you in advance for your participation.

RFQ 2027-016, Construction Manager at Risk Services Union County Historic Post Office/West Franklin Street Renovations

12 APPENDIX D – SMALL BUSINESS OUTREACH GUIDELINES

----- Refer to Attached ----

Small Business Outreach Guidelines

Union County Small Business Outreach Guidelines – October 1, 2026

Contents

SECTION 1 – PURPOSE AND INTENT

SECTION 2 – APPLICABILITY

SECTION 3 – DEFINITIONS

SECTION 4 – UNION COUNTY SMALL BUSINESS OUTREACH

SECTION 5 – CONTRACTOR AND SUBCONTRACTOR OUTREACH

SECTION…