Construction Manager at Risk for Judicial Center Renovation.pdf

Request for Qualifications No. 2027-007 Judicial Center Renovation

Due Date: October 29, 2026 Time: 11:00 AM EDT Receipt Location: Electronic Submittal Procurement & Contract Management Department 610 Patton Ave.

Monroe, NC 28110

Procurement Contact:

Juan Rodriguez-Cruz Procurement Specialist 704.283.3519 Juan.Rodriguez-Cruz@unioncountync.gov mailto:Juan.Rodriguez-Cruz@unioncountync.gov

Union County, North Carolina RFQ 2027-007 Judicial Center Renovation

Contents 1 Notice of Advertisement 2 Submittal Details

2.1 SUBMISSION DEADLINE

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 – Legal

6.2.10 Section J – 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 TERMS OF CONTRACT

8.2 CONTRACTUAL OBLIGATIONS

8.3 EXPENSE OF FIRM

8.4 E-VERIFY

8.5 EQUAL EMPLOYMENT OPPORTUNITY

8.6 INSURANCE

8.7 INDEMNIFICATION

9 Appendix A – SOQ Submission Form 10 Appendix B – Addendum and Anti-Collusion 11 Appendix C – Template Agreement

RFQ 2027-007 Judicial Center Renovation

1 NOTICE OF ADVERTISEMENT

Request for Qualifications No. 2027-007

Electronic Statements of Qualifications (SOQs) will be received by the Union County’s Procurement Department until 11:00 AM EDT on October 29, 2026. Late submittals will not be accepted.

Union County, North Carolina, through Union County Facilities Management, is seeking Statements of Qualifications (SOQs) from well-qualified firms interested in providing Construction Manager at Risk (CMAR) services for the Judicial Center Renovation. The selected CMAR firm will provide preconstruction and construction phase services in coordination with Union County and the County's separately contracted architectural and/or engineering design professional. This is a Request for Qualifications (RFQ). Responding firms are not required to submit price information or work product with submittal packages.

Compliance with N.C.G.S. 143-64.31 and N.C.G.S. 143-128.1 is required.

This solicitation is available electronically and may be downloaded from the following locations:

1. Download the Solicitation Documents from the Union County Website Union County Procurement & Contract Management - Current Bids

2. Download the Solicitation Documents from the State of North Carolina eVP website:

North Carolina eVP - Solicitations (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.

Construction Manager at Risk services must be provided by a firm holding an active North Carolina general contractor license as required by applicable law. Firms submitting qualifications must identify the licensed entity and key personnel proposed to provide the CMAR services.

The proposer shall provide the firm's North Carolina general contractor license number, license classification and limitation, and identify the responsible project personnel within the Statement of Qualifications.

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

In accordance with N.C.G.S. 143-64.31, Union County will make good faith efforts to notify minority firms of this opportunity and encourages all qualified firms to submit Statements of Qualifications.

-End of Advertisement-https://www.unioncountync.gov/government/departments-f-p/procurement-contract-management/current-bids https://www.unioncountync.gov/government/departments-f-p/procurement-contract-management/current-bids https://evp.nc.gov/solicitations/ http://www.ips.state.nc.us/

RFQ 2027-007 Judicial Center Renovation

2 Submittal Details

2.1 SUBMISSION DEADLINE

All submittals, for the services specified, are to be received by the Union County Procurement Department no later than 11:00 AM EDT on October 29, 2026, per the instructions below. Any submittals received after this date and time shall be rejected without exception.

2.2 SUBMISSION REQUIREMENTS

The SOQ must be submitted electronically by using the following link: Union County Submittal Portal.

The submittal, one complete document, must be signed by a person who is authorized to bind the proposing Company. Instructions for preparing the SOQ are provided herein.

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 submissions will not be accepted.

It is the responsibility of the Offeror to ensure that they have obtained all addenda prior to submitting their SOQ.

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, and to cancel this RFQ.

2.3 SUBMITTAL QUESTIONS

Submittal questions will be due on or before 5:00 PM EDT on October 15, 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 due date to answer applicable questions.

Submit questions by e-mail to Juan Rodriguez-Cruz at Juan.Rodriguez- Cruz@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 Union County Website and/or North Carolina eVP website https://lfportal.unioncountync.gov/Forms/procurementsubmit https://lfportal.unioncountync.gov/Forms/procurementsubmit mailto:Juan.Rodriguez-Cruz@unioncountync.gov mailto:Juan.Rodriguez-Cruz@unioncountync.gov http://www.unioncountync.gov/ https://evp.nc.gov/solicitations/

RFQ 2027-007 Judicial Center Renovation

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 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 is 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 from qualified firms interested in providing Construction Manager at Risk (CMAR) services for the Judicial Center Renovation in Monroe, North Carolina. The County intends to retain one CMAR firm to participate during planning and design, provide preconstruction phase services, establish a Guaranteed Maximum Price (GMP), and provide construction phase services for the project. The CMAR will work in coordination with Union County, the County's separately contracted design professional, and other project stakeholders. The estimated project budget is $2,800,000. The purpose of this RFQ process is to identify and rank the most qualified respondents in accordance with applicable North Carolina law.

Submittals made in response to this Request for Qualifications will be reviewed by an evaluation team and ranked based on criteria identified herein. A short list of firms may be made based on a review of the qualifications. At the discretion of Union County, firms may be selected for interviews. Firms with relevant Construction Manager at Risk experience and qualifications as described herein are encouraged to submit. The purpose of the RFQ process is to identify the most qualified respondent. Following evaluation and ranking, the County will initiate negotiations with the firm determined to be the most qualified for this project.

RFQ 2027-007 Judicial Center Renovation

In accordance with the North Carolina Mini-Brooks Act (NCGS §143-64.31), firms will be evaluated and ranked based on demonstrated competence and qualifications for the type of professional services required, without regard to fee. Following evaluation of the qualifications submitted, the County will select the firm determined to be the best qualified to provide the required services.

Price information shall not be submitted with the Statement of Qualifications and will not be considered during the evaluation process.

The County will enter into negotiations with the best qualified firm to establish a fair and reasonable fee for the required services. If a contract cannot be successfully negotiated with the best qualified firm, negotiations will be formally terminated and the County will proceed to negotiate with the next best qualified firm until an agreement is reached.

The County intends to select one (1) qualified CMAR firm through this solicitation. Selection does not establish the CMAR fee or Guaranteed Maximum Price; those items will be negotiated with the best qualified firm after selection in accordance with applicable law.

The selected firm will coordinate with Union County, the County’s design professional, and project stakeholders throughout the preconstruction and construction phases.

3.2 COUNTY

The County (estimated population 263,386) is located in the central, southern piedmont.

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 existing Union County Judicial Center was constructed in 2003 and contains approximately 101,430 gross square feet. The facility consists of four floors above grade and one below-grade level and contains courtrooms, Clerk of Court functions, District Attorney offices, intake/holding areas and related judicial support spaces. The renovation will occur within a security-sensitive public facility. The selected CMAR will be expected to work with the County and design professional to plan construction phasing, logistics, access and security measures appropriate to the project and to minimize disruption to ongoing operations as directed by the County.

5 PROJECT DESCRIPTION AND SCOPE OF SERVICES

The Judicial Center Renovation is anticipated to renovate various areas throughout the approximately 101,430 square foot Judicial Center located in Monroe, North Carolina. The renovation is anticipated to include enhanced safety and security in the parking/sally port area;

improved IT and AV integration; additional card readers and security cameras; reconfiguration of existing courtrooms to create separation during trials and reimagining of courtroom, office and jury assembly areas; enhancements to one courtroom for the hearing-impaired; bullet resistant

RFQ 2027-007 Judicial Center Renovation material/glass at the X-Ray area; a secure cabinet at X-Ray for long guns; replacement of X- Ray machines; a dedicated building-wide public address system for emergency drills, fire, bomb threats and similar events; additional office space and conference rooms for the judge's area;

modernization and repairs/modifications to plumbing, HVAC, electrical and other building systems; and addressing roof leaks.

The selected CMAR shall provide the construction management services necessary to support the project from preconstruction through final completion. The final scope of services, fee structure, GMP provisions, general conditions and other contract requirements will be established in the final executed agreement.

5.1 PRECONSTRUCTION PHASE SERVICES

• Participate in project meetings and coordinate with Union County, the design professional and other project stakeholders throughout planning and design.

• Review design documents for constructability, sequencing, phasing, logistics, security, access, maintainability and coordination of building systems.

• Develop and maintain a master project schedule identifying design, procurement, permitting, long-lead items, construction phasing, milestones and closeout activities.

• Prepare and update detailed construction cost estimates at appropriate design milestones, reconcile estimates with the project budget and identify cost or schedule risks early.

• Provide value analysis and recommendations intended to improve constructability, cost, schedule, quality and long-term performance without compromising the County's program requirements.

• Develop a procurement and bid-package strategy, including recommendations for early procurement or enabling work when appropriate.

• Assist the County in developing the project-specific first-tier subcontractor prequalification process and administer prequalification and subcontractor procurement in accordance with applicable law and County requirements.

• Develop the proposed Guaranteed Maximum Price, including supporting estimates, bid results, assumptions, clarifications, allowances, contingencies and other components required by the County.

• Provide other preconstruction services reasonably necessary to support a coordinated transition from design to construction.

5.2 CONSTRUCTION PHASE SERVICES

• Provide overall construction management and administration for the work in accordance with the final agreement and approved GMP.

• Publicly advertise, receive and open first-tier subcontractor bids, and award subcontracts in accordance with applicable North Carolina law and the County-approved prequalification and procurement process.

• Manage site logistics, phasing, temporary protection, access and security coordination appropriate to work within and around the Judicial Center.

RFQ 2027-007 Judicial Center Renovation

• Maintain and update the project schedule; monitor progress; coordinate subcontractors; and identify and address schedule impacts.

• Manage project cost, commitments, contingency, allowances, potential changes and payment documentation, and provide regular cost reporting to the County.

• Administer quality control, safety, submittals, requests for information, coordination drawings, meetings, inspections, testing and other construction administration activities assigned to the CMAR.

• Coordinate with the County, design professional, testing agencies, commissioning providers, authorities having jurisdiction and other Owner consultants or vendors.

• Manage punch list, training, warranties, record documents, operations and maintenance information and project closeout through final completion.

• Provide performance and payment bonds as required by applicable law and the final agreement.

NOTE: This is a Request for Qualifications (RFQ). Responding firms are not required to submit project-specific work product, fee information or pricing with the SOQ. Qualifications will be evaluated in accordance with the criteria stated in this RFQ. Following ranking, the County will negotiate with the best qualified firm in accordance with N.C.G.S. 143-64.31. If negotiations are unsuccessful, the County will terminate negotiations with that firm and may proceed to the next best qualified firm.

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

RFQ 2027-007 Judicial Center Renovation 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

The County desires all responses to be identical in format. While the County’s format may represent a departure from the vendor’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 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.

The 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.

Please provide the following information in the sequence of the following major headings described below.

The submittal should be organized into the following sections:

• Section A – Cover Letter

• Section B – Firm Background and Experience

• Section C – History of Construction Manager at Risk Experience

• Section D – Qualifications

• Section E – Project Team

RFQ 2027-007 Judicial Center Renovation

• Section F – Project Management and Quality Control

• Section G – Project Approach and Methodology

• Section H – Financial

• Section I – Legal

• Section J – Required Forms

• Appendix A – SOQ Submission Form

• 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

The cover letter shall briefly introduce the firm, identify the principal in charge, and state the firm's interest in providing CMAR services for this project. Include the following information:

• Legal company name and DBA (if applicable).

• Corporate headquarters address, telephone number and website address.

• Location providing service, if different from headquarters.

• Name, title, telephone number and email address of the single point of contact.

• Name and title of the person authorized to bind the firm.

• North Carolina Secretary of State registration status, as applicable.

• A brief statement describing the firm's interest in the project and the unique qualifications the firm and proposed team bring.

Make the following representation and warranty in the cover letter, the falsity of which may result in rejection of the SOQ: “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 the firm's specialized experience and expertise in providing Construction Manager at Risk services. Emphasize renovation work of similar size and complexity, occupied or security-sensitive public facilities, phased construction, courthouse or justice-related facilities when available, coordination of technology/security systems, and management of mechanical, electrical and plumbing renovations. Reference recent performance involving project cost, schedule, quality and collaboration with public owners and design professionals.

RFQ 2027-007 Judicial Center Renovation

6.2.3 SECTION C – HISTORY OF CONSTRUCTION MANAGER AT RISK

EXPERIENCE

Provide information for a minimum of three (3) and a maximum of five (5) representative CMAR projects completed or substantially completed within the last eight (8) years. Projects should demonstrate experience comparable in size, complexity, delivery method and renovation conditions. The respondent must have served as the Construction Manager at Risk for each project presented.

• Project name, location, owner and completion date.

• Owner representative name, title, telephone number and email address.

• Project type, size and brief description.

• Key personnel from the proposed team who participated in the project and their roles.

• Description and extent of preconstruction and construction phase services provided.

• Original GMP amount and final construction cost.

• CMAR fee percentage and general conditions percentage or amount, if available.

• Number and value of executed change orders, with a brief explanation of significant owner-directed or unforeseen changes.

• Original contract duration, approved time extensions and final completion duration.

• Description of first-tier subcontractor prequalification and procurement approach.

6.2.4 SECTION D – QUALIFICATIONS

Provide documentation demonstrating the firm's qualifications to perform Construction Manager at Risk services, including:

• North Carolina general contractor license number, classification and limitation.

• Evidence of the firm's ability to provide performance and payment bonds for the anticipated project value, including the name and contact information of the surety or surety agent.

• Current bonding capacity, including single-project and aggregate limits.

• Safety record and current Experience Modification Rate (EMR), together with a brief description of the firm's safety management program.

• Any other licenses, certifications or qualifications relevant to the proposed

CMAR services.

6.2.5 SECTION E – PROJECT TEAM

Provide an organization chart and identify the team proposed for the project, including the project executive, project manager, preconstruction manager, estimator, scheduler, superintendent, safety personnel and other key staff. Identify any consultants proposed by the

RFQ 2027-007 Judicial Center Renovation

CMAR. For each key individual, provide relevant qualifications, office location, years with the firm, proposed role, availability to support the project, and experience on the representative CMAR projects identified in the SOQ. Clearly identify the individual who will serve as the primary day-to-day contact for the County.

6.2.6 SECTION F – PROJECT MANAGEMENT AND QUALITY CONTROL

Describe the systems and methods the firm will use to manage the project, including communication, document control, design-phase coordination, estimating, schedule management, cost control, change management, quality assurance/quality control, safety, risk management, subcontractor management, reporting and project closeout. Describe how the firm will maintain accountability for budget, schedule and quality throughout both the preconstruction and construction phases.

6.2.7 SECTION G – PROJECT APPROACH AND METHODOLOGY

Provide a concise project-specific approach addressing the anticipated renovation scope and the CMAR's role during design and construction. The response should address constructability review, phasing and logistics in a judicial/security-sensitive environment, coordination with the County and design professional, cost estimating and reconciliation, value analysis, long-lead procurement, subcontractor prequalification and bid-package strategy, development of the GMP, schedule control, and management of construction impacts. Do not include fee information, pricing or project-specific work product.

6.2.8 SECTION H – FINANCIAL

Provide sufficient information to demonstrate the firm's financial capacity to undertake the project. Include a letter from the firm's surety or surety agent confirming the firm's current bonding relationship and available single-project and aggregate bonding capacity. The County reserves the right to request additional financial information, including audited financial statements, from firms under consideration. State whether the firm has experienced any material financial event within the last five (5) years that could reasonably affect its ability to perform the project and, if so, provide an explanation.

6.2.9 SECTION I – LEGAL

Provide a summary of material legal or contractual matters involving the firm during the last five

(5) years that are relevant to the firm's ability to perform this project. Include material claims, mediation, arbitration or litigation arising from construction services; owner terminations for cause; defaults; and any final findings or convictions involving fraud, false claims, material misrepresentation or violations of construction-related law. For each disclosed matter, provide a concise description and current status or disposition. If none, state “None.”

6.2.10 SECTION J – REQUIRED FORMS

Submittals must include the following documents:

• Appendix A – Statement of Qualifications Submission Form (signed)

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

RFQ 2027-007 Judicial Center Renovation

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.

The Evaluation Team will review, and rank firms based on demonstrated competence and qualifications in accordance with the North Carolina Mini-Brooks Act (N.C.G.S. §143-64.31) and N.C.G.S. §143-128.1.

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. The Owner will provide written notification to all Offerors of the selection at the conclusion of the Procurement process.

6. Following the evaluation and ranking process, the County will enter into negotiations with the firm determined to be the best qualified to provide the required services. The County will attempt to negotiate a contract at a fair and reasonable fee.

If the County is unable to successfully negotiate a contract with the best qualified firm, negotiations with that firm will be formally terminated and the County will proceed to negotiate with the next most qualified firm. This process will continue until a contract agreement is reached or the selection process is terminated.

7.2 EVALUATION SELECTION PROCESS

In accordance with the North Carolina Mini-Brooks Act (N.C.G.S. §143-64.31), firms will be evaluated and ranked based on demonstrated competence and qualifications for the type of professional services required. For this project, the County will evaluate the qualifications of each responding firm and determine the firm with which to initiate negotiations based on demonstrated competence and qualifications. Price shall not be requested or considered during the evaluation of Statements of Qualifications.

The evaluation team will review the information submitted in response to this RFQ and rank firms based on the evaluation criteria identified below. The

RFQ 2027-007 Judicial Center Renovation purpose of this process is to identify the most qualified firm to provide Construction Manager at Risk services for the Judicial Center Renovation.

In the evaluation and scoring/ranking of Offerors, the Owner will consider the information submitted in the RFQ as well as the meetings (if applicable) with respect to the evaluation criteria set forth in the RFQ.

The initial evaluation criteria/factors and relative weights listed below will be used to recommend selection of the best qualified firm or for the purpose of selecting Short-Listed Offerors. The County may choose to make a selection without conducting interviews.

SOQ Evaluation Criteria Weigh ts

Firm Background and Experience / History of CMAR Experience

• Specialized and relevant CMAR experience.

• Past performance on comparable renovation projects.

• Demonstrated record of cost, schedule and quality performance.

• Relevant experience of the firm on occupied/security-sensitive public facilities.

30%

Project Team and Availability of Resources

• Qualifications and CMAR experience of key personnel.

• Availability and continuity of the proposed team.

• Experience of proposed staff working together on similar projects.

• Construction management and administration capabilities.

25%

Qualifications / Project Management and Quality Control

• North Carolina contractor licensing and bonding capacity.

• Safety record and organizational capacity.

• Systems for estimating, scheduling, cost control, quality, risk, safety and change management.

25%

Project Approach and Methodology

• Understanding of the Judicial Center renovation and CMAR delivery method.

• Approach to preconstruction, phasing/logistics, subcontractor procurement, GMP development and construction execution.

• Ability to coordinate with the County, design professional and project stakeholders.

20%

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

RFQ 2027-007 Judicial Center Renovation purpose of selecting the best qualified firm, the evaluation criteria will be given the following relative weights:

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

The County reserves the right to select firms based solely on the Statements of Qualifications without conducting interviews.

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

Following the evaluation and ranking process, the County will enter into negotiations with the firm determined to be the best qualified to provide the required services. The County will attempt to negotiate a contract at a fair and reasonable fee.

If the County is unable to successfully negotiate a contract with the best qualified firm, negotiations with that firm will be formally terminated and the County will proceed to negotiate with the next most qualified firm. This process will continue until a contract agreement is reached or the selection process is terminated.

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.

The County intends to select and enter into a contract with one (1) Construction Manager at Risk through this solicitation.

Interview Evaluation Criteria Weight s

Project/CMAR 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 2027-007 Judicial Center Renovation

8 GENERAL CONDITIONS AND REQUIREMENTS

8.1 TERMS OF CONTRACT

The contract term will extend through completion of the services required for the project, subject to the terms of the final agreement and annual budget appropriation.

Union County has the right to reject any or all SOQ, to engage in further negotiations with any Company submitting a proposal, and/or to request additional information or clarification.

All SOQ submitted in response to this request shall become the property of Union County and as such, may be subject to public review.

8.2 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).

8.3 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 expenses associated with the process, even in the event the Owner cancels this Project or rejects all submittals.

8.4 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.

8.5 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. All submittals submitted in response to this request shall become the property of Union County and as such, may be subject to public

RFQ 2027-007 Judicial Center Renovation review. 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.

8.6 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.

1At 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

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

RFQ 2027-007 Judicial Center Renovation

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

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

RFQ 2027-007 Judicial Center Renovation

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.

RFQ 2027-007 Judicial Center Renovation

9 APPENDIX A – SOQ SUBMISSION FORM

RFQ 2027-007

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. This 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:

Title:

Signature:

Date:

RFQ 2027-007 Judicial Center Renovation

10 APPENDIX B – ADDENDUM AND ANTI-COLLUSION

RFQ 2027-007

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.co.union.nc.us and/or www.ips.state.nc.us. It is your 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:

Date:

http://www.co.union.nc.us/

RFQ 2027-007 Judicial Center Renovation

11 APPENDIX C – TEMPLATE AGREEMENT

RFQ 2027-007

Judicial Center Renovation

Do Not Submit with SOQ

---Informational Purposes Only---

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, as modified by Owner

AIA A133-2019 Exhibit A – Guaranteed Maximum Price Amendment, as modified by Owner

AIA A133-2019 Exhibit B – Insurance and Bonds, as modified by Owner

AIA A201-2017 – General Conditions of the Contract for Construction, as modified by Owner