Procurement Services 29529 CR 561 Tavares FL 32778, (352) 253-6763 Fax: (352) 253-6761 http://lake.k12.fl.us

RFQ # 26-0827-Q-AR942 – CMR Services for LES Addition and Renovation

REQUEST FOR QUALIFICATIONS (RFQ)

RFQ #26-0827-Q-AR942 Construction Manager at Risk (CMR) Services for Leesburg Elementary School (LES) Addition and Renovation Project

Pursuant to Chapter 1013, Florida Statutes; the Florida Consultant’s Competitive Negotiation Act, Section 287.055 Florida Statutes; State Requirements for Educational Facilities; Rule 6A-2.0010, Florida Administrative Code; and School Board Rules, public notice is hereby given that the School Board of Lake County Schools District, Florida has issued RFQ #26-0827-Q-AR917 seeking proposals from qualified vendors to provide Construction Manager at Risk (CMR) construction management services for Leesburg Elementary School (LES) Renovation and Addition Project. The intent of this solicitation is to select one vendor to provide these services. The RFQ and all submittal requirements are available on Vendorlink and can be accessed at www.myvendorlink.com.

Vendors are specifically directed not to contact any Lake County School District Board member or personnel, other than the Contact Person listed below, for any purpose related to this RFQ.

Unauthorized contact of any Lake County School District Board member or personnel may be cause for rejection of a vendor’s proposal. All inquiries concerning this RFQ should be directed to the following Contact Person:

Name: Angelita Russell E-mail: russella3@lake.k12.fl.us Phone: (352)253-6763 Address: 29529 CR 561

Tavares, FL 32778

PROJECTED TIMETABLE

The following dates are set forth for information and planning purposes only. These dates may be changed upon notice to prospective proposers.

Release Date: September 3, 2026 Pre-Proposal Meeting Date: September 9, 2026 @ 9:00 AM EST Questions Deadline: September 11, 2026 @ 2:00 PM EST Addendum September 15. 2026 Due Date/Time: October 7, 2026 @ 2:00 PM EST Initial Screening for Short-Listing November 5, 2026 @ 9:30 AM EST Site Visit for Short-Listed Vendors November 10, 2026 @ 9:30 AM EST

Vendors are solely responsible for ensuring timely receipt of their Proposals. All proposals must be signed by an officer or employee having authority to legally bind the vendor. A pre-proposal meeting is scheduled Wednesday, September 9, 2026 at 9:00 AM and will be held at 201 WEST BURLEIGH BLVD TAVARES, Tavares, FL 32778 – District’s Board Room. Proposers are encouraged to attend the pre-proposal meeting.

The initial screening for short-listing is tentatively scheduled for Thursday, November 5, 2026 at 9:30 AM and will be held at 201 WEST BURLEIGH BLVD TAVARES, Tavares, FL 32778 – District’s Board.

http://lake.k12.fl.us/ http://www.myvendorlink.com/ mailto:zacharyo@lake.k12.fl.us

Procurement Services 29529 CR 561 Tavares FL 32778, (352) 253-6763 Fax: (352) 253-6761 http://lake.k12.fl.us

A. INSTRUCTION TO VENDORS

1. All proposals must be received no later than 2:00 PM EST, on 10/7/2026. Respondent will be responsible for its timely submission of their submittal.

2. All proposals must be signed by an officer or employee having authority to legally bind Respondent. Any corrections of unit prices must be initialed.

3. IMPORTANT NOTICE TO BIDDERS: The Procurement Services Department of Lake County Schools has partnered with Vendor Link www.myvendorlink.com for the posting, notification, and processing of their bid opportunities. There is NO COST to Respondents to use this service for Lake County Schools bid opportunities.

4. Bidders who obtain Solicitation Packages from sources other than the Lake County School Board or from www.myvendorlink.com shall be required to register with Vendor Link. Please follow the link www.myvendorlink.com to register with Vendor Link for Lake County Schools.

This will place the Bidder on the notification list for any forthcoming addendum or other official communications. Failure to register as a prospective Bidder and/or accept receipt of each document may cause your Submittal Package to be rejected as non-responsive if you have submitted a Submittal Package without Lake County School Board issued forms and/or acknowledgment of issued addenda and/or meet the Solicitation Package requirements as provided by the Lake County School Board. Proposals not conforming to the instructions provided herein may be subject to disqualification at the sole option of the district.

5. Any proposal may be withdrawn prior to the date and time the proposals are due. Any proposal not withdrawn will constitute an irrevocable offer, for a period of 90 days, to provide the district with the services specified in the proposal.

6. Submittals/Responses shall be accepted only through www.myvendorlink.com.

7. ON LINE RESPONSES – shall be accepted ONLY until the date and time stated above on www.myvendorlink.com. All submittals not received by the stated date and time will be considered late and therefore unacceptable.

8. Recommended awards will be posted for review by interested parties on www.myvendorlink.com and will remain posted for a period of 72 hours. Since this information is available as outlined above, the Purchasing department will not mail or fax recommendation of award notices to all bidders. All award information will be posted on www.myvendorlink.com. Failure to file a protest within the time prescribes in Section 120.57 (3), Florida Statutes, shall constitute a waiver of proceedings under Chapter 120, Florida statutes.

9. All questions must be submitted by information cut-off date listed above, questions received after said date will not be considered. Inquiries must be made through www.myvendorlink.com. Those interpretations which may affect the eventual outcome of this proposal will be posted on the on www.myvendorlink.com for all prospective Respondents to view. Only the interpretation or correction so given by the Procurement Services representative, in writing, shall be binding and prospective Respondents are advised that no other source is authorized to give information concerning, or to explain or interpret the RFQ and the selection process. All such interpretations and supplemental instructions will be in the form of written Addenda to the RFQ.

10. Selection committee members, school board members, and school board personnel (except the Procurement Services representative) are not to be contacted prior to the School Board’s decision http://lake.k12.fl.us/ http://www.myvendorlink.com/ http://www.myvendorlink.com/ http://www.myvendorlink.com/ http://www.myvendorlink.com/ http://www.myvendorlink.com/

RFQ #26-0827-Q-AR942 – CMR Services for LES Addition and Renovation to approve or reject the final recommendation presented by the Superintendent. At the discretion of LCS, failure to comply with this requirement will be grounds for disqualification.

Specifically, this NO-CONTACT PERIOD shall commence on the initial date of release of the Request for Qualifications and continue through and include the date the Lake County School Board makes its determination to approve or reject the final recommendations. Failure to meet any of these requirements may disqualify a Respondent from consideration.

11. By submission of a proposal, Respondent understands that award of the solicitation by Lake County Schools, and any subsequent purchase orders and agreements, shall constitute a binding and enforceable contract. Unless otherwise stipulated in the solicitation documents, no other contract documents shall be issued.

12. RFQ RESPONSE REQUIREMENTS/FORMS: When submitting a proposal through www.myvendorlink.com , an attachment package of required forms shall be included with your submittal.

B. BACKGROUND AND PURPOSE

Lake County Schools (LCS) is the 19th largest public school district in the state of Florida, serving approximately 42,000 students across 51 learning sites (including Lake Virtual School and Lake Technical College) and with more than 5,000 employees. Its Mission is to provide every student with individual opportunities to excel. The Vision of the District is to be dynamic, progressive, and collaborative learning community embracing change and diversity where every student will graduate with the skills needed to succeed in post-secondary education and the work place.

It is the intent of the School Board to select one (1) qualified vendor in accordance with the Consultant’s Competitive Negotiations Act, F.S. 287.055 to provide Construction Manager at Risk (CMR) services for Educational Facilities for the Leesburg Elementary School (LES) Addition and Renovation project. The estimated cost of the LES project is $15,000,000. Construction is programmed to commence in June, 2028, and the tentative substantial completion date is set for June 2029.

The Leesburg Elementary School Addition and Renovation Project is located on the existing Leesburg Elementary School campus, 2229 South Street, Leesburg, FL 34748 (Lake County Alt Key #1354811) and is to provide improved educational facilities for PK-5th grade educational programs.

In determining whether a vendor is qualified, the School Board shall consider such factors as ability of professional personnel; whether a firm is a certified minority business enterprise; past performance;

willingness to meet time and budget requirements; location; and recent, current, and projected workloads of the firms. Respondents submitting a response to this Request for Qualifications must be licensed in the State of Florida as a Certified General Contractor (CGC) or Certified Building Contractor (CBC) according to Chapter 489, Florida Statutes. Corporations must be registered in the State of Florida by the Department of the State, Division of Corporations, at the time of final selection by the Selection Committee. Please include copy of your licenses within the submitted proposal.

C. SERVICES REQUIRED

a. Construction of a new approximately 15,000 square foot elementary school classroom addition to provide improved facilities for PK – 5th grade educational programs. The addition will contain a combination of classrooms, planning areas, and resource rooms, as determined by the architect and the owner to meet the needs of the school.

b. Comprehensive renewal of cafeteria, administrative office and classroom buildings constructed in 2003, which may include building envelope, lighting, roofing, mechanical and electrical systems, casework and interior finishes.

c. Replacement of the existing physical education pavilion and additional playground equipment with a fabric canopy system. Student restrooms accessible to the pavilion and playground are included in the scope of work; however, they may be addressed through inclusion in the classroom addition, free-standing buildings, or as part of a new physical education pavilion.

d. Site improvements, which may include but are not limited to parking areas, parent loop, bus loop, exterior walkways and canopies, site lighting, site signage, underground utilities, storm water retention, landscaping and irrigation.

The CMR’s scope shall include the Pre-Construction and Construction Services to satisfy the requirements per the Architect’s construction documents. Accordingly, the successful respondent will be required to work closely with the architect of record for this project: Schenkel & Shultz.

Target Schedule:

• Design/Pre-construction Services Commencement: TBD upon Board approval

• Commencement of Construction: June, 2028

• Tentative Substantial Completion: June, 2029

Note: Any further information about the proposed project will be provided to the short-listed firms only. At this time, the committee is strictly interested in the CM firm’s qualifications to provide construction management services, and their experience with the construction of similar size and scope.

The services required for the construction program include, but are not limited to the following:

DESIGN PHASE

A. The Construction Manager will be required to work with the architect of record and sub-consultants.

B. The Construction Manager will submit for approval by the architect and the Owner’s representatives’ applicable cost and time savings incentive options.

C. The Construction Manager will be required to work with and coordinate activities with any other contractors that the district may have awarded for the project.

D. The Construction Manager will review progress design documents and provide value-engineering recommendations in all disciplines, which may be applicable including civil, structural, landscaping, mechanical, plumbing and electrical.

E. The Construction Manager will review construction documents to ensure constructability and to minimize change orders.

F. The Construction Manager will review construction documents to minimize omissions and conflicts.

G. The Construction Manager will prepare in CSI Master Format detail, estimates of probable cost of construction, bid scope and update as needed prior to establishing the Guaranteed Maximum Price. Included with the estimate shall be a detailed list of all assumptions and exclusions in developing the estimate of probable construction cost and indicate any allowances that are incorporated into the estimate.

H. The Construction Manager shall provide (as a minimum), monthly cost accounting reports in a format and detail satisfactory to the district. The format and detail shall be consistent throughout the contract duration.

I. The Construction Manager will coordinate with the architect to finalize the Construction Documents.

J. The Construction Manager will prepare for approval a schedule of proposed hourly rates to be used in assessing the Construction Manager’s fixed fee for his preconstruction services.

K. The Construction Manager will commit to the project budget and guarantee a maximum price based on the Documents and successful negotiations with the Owner. The Guaranteed Maximum Price will include the Construction Manager’s fees for all construction services.

L. The Construction Manager will establish the master project schedule identifying all different phases and all milestone items keeping in mind the school year dates and hence the limitations.

M. The Construction Manager will coordinate with the architect and provide to the Owner all permitting applications and requirements as needed.

N. The Construction Manager will prepare and submit for the Owner and architect review and approval, progress reports during the preconstruction phase documenting value engineering, budget and scope issues.

BID AND AWARD PHASE

A. The Construction Manager will schedule and conduct pre-bid conferences with the interested subcontractors, material suppliers, and equipment suppliers.

B. The Construction Manager will identify and solicit multiple bid packages that together will represent the entirety of the scope of work.

C. The Construction Manager will provide a subcontractor’s prequalification process and clearly demonstrate a successful and aggressive recruiting process for approval by the architect and the Owner’s representative. The Owner reserves the right to reject any subcontractor proposed for any of the bid packages prepared by the Construction Manager.

D. The Construction Manager will solicit, advertise, accept, review, scope and award bids to qualified subcontractors, based on the bid packages identified.

E. The Construction Manager will justify in writing to the Owner, the use of any prequalified subcontractors that are not the apparent low bidder.

F. The Construction Manager will contract with all subcontractors, material suppliers and equipment suppliers necessary for the proposed construction works.

G. The Construction Manager will coordinate with the architect and Owner’s representative to schedule and conduct preconstruction meetings with subcontractors.

H. The Construction Manager will set procedures for cost and time control updates.

I. The Construction Manager will provide to the Owner along with the Guaranteed Maximum Price report, a summary indicating all subcontractor bids received which highlights the apparent low bidder upon which the GMP is based, and copies of all scope sheets for each bid package.

CONSTRUCTION PHASE

A. The Construction Manager will be required to participate and require all subcontractors and suppliers to do likewise, in the district’s ‘Owner’s Direct Purchase Program’, communicating and cooperating with district staff and any additional contractors that the district may choose to employ.

B. The Construction Manager will coordinate all work with surveyors, special consultants, and testing lab services contracted by the Owner as required.

C. The Construction Manager shall coordinate, and schedule all required inspections prescribed in the building permit and Florida Building Code, including threshold inspections, and ensure work is not covered or concealed until the inspector has approved the work in place.

D. The Construction Manager shall immediately correct all identified deficiencies by the Owner’s representatives, inspectors, engineer representatives, applicable municipal inspectors, and threshold inspectors.

E. The Construction Manager will coordinate site construction management services including but not limited to:

(a) Regular job site meetings

(b) Maintaining a daily on-site project log and schedule report

(c) Overseeing quality assurance testing and inspection programs

(d) Monitor construction management staff and subcontractor work performance for deficiencies

(e) Maintain a record copy of all contract documents

(f) Change orders and other documentation on site

(g) Oversee construction management staff and subcontractor safety programs

F. The Construction Manager shall provide to the Owner, monthly project cost accounting reports indicating the status of the subcontract buyouts, contingency expenses, project expenses, accounts payable, forecasted and conformed Owner expense changes, and forecasted savings within the Guaranteed Maximum Price.

G. The Construction Manager will staff this project in a satisfactory manner to accomplish the work as specified. As a minimum, the Construction Manager’s site personnel during the construction phase will include a project manager and project superintendent.

H. The Construction Manager will update and maintain the master project schedule, detailed construction schedules, submittal schedules, inspection schedules, and occupancy schedules.

I. The Construction Manager will prepare a schedule of values associated with each bid package identified and submit for approval by the architect and Owner’s representative. All payment requests must be in accordance with the schedule of values approved.

J. The Construction Manager will process payment requests for approval by the architect and the Owner’s representative.

K. The Construction Manager will process any change orders for approval by the architect including a cost estimate of the proposed change.

L. The Construction Manager will submit and process Requests for Information (RFI) and coordinate responses with the architect.

M. The Construction Manager will provide construction program accounting and reporting documentation to the district as required.

N. The Construction Manager shall certify to the Owner that no asbestos-containing material was used in the construction of the project.

O. The Construction Manager will coordinate with the architect the final inspection prior to the architect’s approval and issuance of the Certificate of Substantial Completion.

P. The Construction Manager will provide monthly progress reports to the Owner.

POST CONSTRUCTION PHASE

A. The Construction Manager will coordinate project close-out, start-up, and transition to operation.

B. The Construction Manager will coordinate with the architect to provide a complete project records including project manual and CAD/PDF drawings corrected to show all construction changes, additions, and deletions compared to the Construction Document (CAD/PDF disks will be provided to the Construction Manager by the architect).

C. The Construction Manager will coordinate with the Owner to prepare the Certificate of Occupancy and all final inspections.

D. The Construction Manager will obtain and review for completeness, have corrected if necessary and submit to the Owner following the architect’s approval all warranties, operations and maintenance manuals, and other such documents.

E. The Construction Manager will coordinate and conduct the Building Warranty Inspection, and the roofing two- year warranty inspection.

F. The Construction Manager will complete all punch list items generated by the architect and Owner’s representatives during their inspections.

D. SELECTION PROCESS

1. The selection process consists of two steps as described below. The first step is to short-list the top ranking three (3) vendors. However, Procurement Services reserves the right to short-list the top five (5) ranking vendors. The second step is to invite the short-listed vendors to a presentation before the Lake County Schools Board in a Workshop.

Step 1: Short-Listing Vendors

a. All Proposals received by the specified deadline will be publicly discussed, scored, and ranked based on the solicitation’s evaluation criteria as stated in E. EVALUATION CRITERIA.

b. Each evaluation committee member will score each proposal. Once all proposals have been scored, the committee member will rank each vendor based on their proposal scores.

Individual committee members cannot have a tie when ranking the proposals.

c. Once all committee members’ proposals have been ranked, each proposal’s rankings will be tallied. The proposal with the lowest total will be ranked first. The vendor with the second lowest total will be ranked second, and so on.

d. In the event of a tie, the ranking scores of the tied proposals will be added, and the vendor with the highest evaluation score will be ranked first. The vendor with the second lowest evaluation score will be second, and so on.

Step 2: Presentations

a. Short-listed vendors will present before the Board during a Workshop to be determined at a later date.

b. Separate evaluation criteria for the presentations will be emailed to the short-listed vendors once the workshop has been scheduled.

c. Board members will rank each presentation based on the evaluation criteria. Individual Board members cannot have a tie between vendors within their ranking.

e. The rankings from each Board member will be tallied. The vendor with the lowest total will be ranked first. The vendor with the second lowest total will be ranked second, and so on.

f. In the event of a tie, the Board Chair’s will determine the order based on their preference.

2. The School Board reserves the right to waive minor irregularities or technicalities in proposals, and in its sole discretion, request a clarification regarding a proposal(s), providing such action is in the best interest of the School Board. Minor irregularities are defined as those that have no adverse effect on the School Board’s best interests, and will not affect the outcome of the selection process by giving the respondent an advantage or benefit not enjoyed by other respondents.

3. The School Board reserves the right to select the proposal which in its sole judgment best meets the needs of the School District. The final selection of a vendor by the Board, shall be based on any information and criteria the Evaluation Committee and Board consider relevant, which may include criteria not listed in E. EVALUATION CRITERIA.

4. All vendors responding to this solicitation will be notified of their selection or non-selection in writing.

5. The School Board representative will notify the proposers in writing of the date the award recommendation is placed on the Boards’ agenda.

6. The School Board employees will not participate in the selection process when those employees have a relationship with a person or business entity submitting a Proposal. Any person or business entity submitting a proposal who has such a relationship with a LCS School District employee who may be involved in the selection process shall advise Procurement Services of the name of the employee in the proposal.

7. Any person or business entity which engages in practices which might result in unlawful activity relating to the selection process including, but not limited to, kickbacks or other unlawful consideration paid to LCS employees, will be disqualified from the selection process.

8. The process, procedures and evaluation criteria used by LCS in developing and issuing this solicitation and evaluating the proposals received for purposes of making a recommendation to the Board shall be determined in the sole discretion of the School District. Potential proposers shall have no rights whatsoever regarding the processes and procedures used by LCS relating to this solicitation or the manner in which a proposer is selected by the Board, provided their decisions are not arbitrary and capricious, and there is some reasonable basis for the selection(s) made.

E. EVALUATION CRITERIA

Timely submitted responsive proposals will be evaluated by an Evaluation Committee of the District.

The Evaluation Committee members will individually score each proposal using the criteria below.

Only proposals that meet the compliance requirements will be evaluated.

Evaluation Criteria Possible Points Past performance history (Tab 2) 42 Assigned personnel professional qualifications (Tab 3) 32 Current and projected workload (Tab 4) 15 Willingness to meet time and budget requirements (Tab 5) 1 Certified Minority Firm (Tab 6) 5 Location (Tab 7) 5

TOTAL POINTS 100

F. PROPOSAL FORMAT AND CONTENT

In order to ease comparability and enhance the review process, it is requested that proposals be organized in the manner specified below. Failure to provide the required information will affect the evaluation of the proposal and may be grounds for disqualification. Responsive proposals should provide straightforward, concise information that satisfies the requirements noted above. Emphasis should be placed on skills and experience that respond to the needs of the School Board, the requirements of this solicitation, and completeness and clarity of content.

Tab 1 – Respondent’s Introductory Letter (Non-Scored)

RFQ Submittal Letter signed by authorized agent of the business/corporation with proof of authorization from business. A brief profile of the respondent, including:

A. A brief history of the business B. Organizational structure of business C. Ownership interests D. Name and contact information of the individual authorized to negotiate and sign on behalf of the business E. Active business venues (counties, states, etc.)

F. Present status and projected direction of business G. Designation of the legal entity by which the business operates and documentation from the appropriate state’s agency confirming respondent’s legal entity type (i.e. sole proprietorship, partnership, limited liability partnership, corporation, Limited Liability Corporation, etc.). For non- Florida businesses, submit documentation from the state in which the business was formed and documentation from the State of Florida providing authorization to perform business in the State of Florida.

Tab 2 – Past Performance History (42 points)

The Committee will evaluate successful completion of previous projects comparable in design, scope, and complexity. Consideration will be given to respondents with the ability to show similar projects, with school districts of similar size and scope, recent, current and future workload, past performance and the ability to bring in a project on-time and on budget. Vendors should include:

A. A list of no more than five (5) projects similar in scope and size that best illustrate the experience of the respondent and current staff which is being assigned to this project. These projects shall not be more than ten (10) years old. At a minimum, each project shall include:

o A letter of reference.

o Project value and square footage.

o Start and completion dates of the project.

o Whether or not the project was completed on schedule.

o Whether or not the project was on budget.

o The name of key persons assigned to the project and their role.

B. For your last completed project, please provide no more than a three (3) page recap of the project that includes:

o Project’s timeline and methodology.

o Quality control, cost control and value engineering utilized for the project.

o Any obstacles faced and how you overcame them.

o Local labor participation for the project.

C. Litigation: Respondents shall submit details of any and all litigation, arbitration or other claims, whether pending or resolved in the last five years, with the exception of immaterial claims which are defined herein as claims with a possible value of less than $25,000 or which have been resolved for less than $25,000. Notwithstanding the foregoing, all litigation, arbitration or other claims, of any amount, asserted by or against a state, city, county, town, school district, political subdivision of a state, special district or any other governmental entity shall be disclosed. Please indicate for each case the year, name of parties, case of litigation, matter in dispute, disputed amount, and whether the award was for or against the Respondent.

D. Insurance Claims: State the number of claims, total worker’s compensation dollars incurred for those claims, and loss cost per man hour for the last five projects your respondent has completed.

This information should include all claims including, but limited to, the respondent’s personnel, and sub-contractors and/or sub-consultants. In addition, respondents shall include information about their safety programs.

E. Respondents may also include additional information as needed to better illustrate experience and/or references.

Tab 3 – Assigned Personnel Professional Qualifications (32 points)

Vendors shall provide a list of key persons who will be assigned to this project to include the following:

A. Name and title.

B. Education, certification, licenses and any active registrations.

C. Work experience that includes:

o Number of years with your organization.

o Number of years with other organizations in the same industry.

o List of projects similar in scope that include role, dollar value and square footage. For sub-consultants, list prior projects your firm has worked with sub-consultant.

D. Current assignments for any ongoing and/or upcoming projects.

E. If submitting as a joint venture or partnership, include the assigned staff for the joint venture or partnership and indicate which of the joint ventures or partners employs the staff member.

The School Board reserves the right to consider the years of experience of the Respondent’s Owner, President, Director, or Lead that would be assigned to the District in lieu of the respondent itself having been established for five years.

Tab 4 – Current and Projected Workload (15 points)

As part of the evaluation criteria, the Committee will review the firms and their sub-consultants current workload. If the submitting firm is a joint venture, the Committee will review the current workload of each of the firms comprising the submitting entity.

A. Firms and their sub-consultants shall provide a list of outstanding projects, client names, status of completion, anticipated completion date, original contract amount, remaining contract balance, and overall workload with all owners including LCSB. Furthermore, if the submitting firm is a joint venture they shall also include projects for each firm comprising the joint venture.

B. Definition of sub-consultant as it relates to this selection process: An individual and/or firm contracted or to be contracted by the submitting entity to provide services related to or part of those which will be required as part of this selection process.

Tab 5 – Willingness to Meet Time and Budget Requirements (1 points)

Respondents must include a statement that they will meet the target schedule and budget as follows:

• Design/Pre-construction Services Commencement: TBD upon Board approval

• Commencement of Construction: June, 2028

• Tentative Substantial Completion: June, 2029

• Allocated budget of $15,000,000

Tab 6 – Certified Minority Firm (5 points)

Respondents must include a State of Florida issued certificate documenting their minority firm status to receive the allocated points for this criterion.

Tab 7 – Location (5 points)

In order to receive the location points for the office proposed to perform the majority of the work for this project the proposing firm must have had that office established for one (1) or more years, and staffed with at least one (1) full-time employee during that time period. Indicate below the office where the majority of the work will be performed, including the address and number of years at that location and the number of full time staff. Google Maps (https://www.google.com/maps) shall be utilized to assess distance. A Google Maps printout must be attached to validate distance to site as shown below:

Points Assigned

Distance from 201 W. Burleigh Blvd

Tavares, FL 32778

5 If office is within Lake County Florida

4 0 – 50 miles outside of Lake County, Florida

3 51 - 76 miles

2 77 – 102 miles

1 103 – 128 miles

0 129 or more miles

Location of office where majority of work will be performed:

County: __________________________________

Address: _________________________________

Distance from 201 W. Burleigh Blvd.: __________

Date office established: ______________

Number of full time staff: ________

Tab 8 – CONFIDENTIAL Financial Capabilities (Pass/Fail)

Procurement Services will evaluate whether the respondent has sufficiently demonstrated that they have the necessary financial resources to provide the services. A Fail score may result in the rejection of the entire proposal.

A. Financial Statement: For the respondent and/or its equity participants, indicate Working Capital

Ratio, Profitability, and Return on Assets Ratio. Include a copy of their most current audited financial statement. If the respondent is a legal joint venture or partnership, all respondents comprising the submitting entity will be required to submit the previously requested https://www.google.com/maps documentation. The respondent’s financial statements shall be uploaded as a separate document to www.vendorlink.com clearly marked as (CONFIDENTIAL/FINANCIALS).

B. Bonding Capacity: Evidence of sufficient bonding capacity to bond $15,000,000.00. The respondent must submit a letter from their insurer stating their current bonding capacity for a single job and their aggregate capacity. (The respondent will be required to bond on the guaranteed maximum price for the Project).

Tab 9 - Licenses (Non-Scored)

Proposers shall obtain and pay for all necessary licenses, permits, and related documents, required to comply with the proposal. Vendor shall save and hold harmless the district as a result of any infraction of the aforementioned. Proposers must be licensed Architects within the State of Florida at the time of proposal submission.

Tab 10 - Required Attachments (Non-Scored)

The following items, while not assigned points in the Initial Screening process, must be included in order for the proposal to be considered. Failure to provide may result in rejection of proposal.

Attachment A: Statement Acknowledgement Form Attachment B: Federal Debarment Form Attachment C: Public Entity Crimes Affidavit Attachment D: Non-Collusion Affidavit Attachment E: Coercion for Labor and Services Affidavit Attachment F: Conflict of Interest Statement Attachment G: Draft Agreement Acknowledgement Statement Attachment H: Location Table Exhibit A: Attached Draft (PDF) Standard Agreement for Professional Services

G. GENERAL TERMS AND CONDITIONS

1. SOLICITATION CAVEAT: The issuance of this solicitation does not constitute an award commitment on the part of LCS, and the District shall not pay for costs incurred in the preparation or submission of Proposals. LCS reserves the right to reject any or all proposals or portions thereof if LCS determines that it is in its best interest to do so.

Failure to furnish all information requested or to follow the format requested herein, or the submission of false information, may disqualify the proposer, in the sole discretion of LCS. LCS may waive any deviation in a proposal. LCS’s waiver of a deviation shall in no way modify the solicitation requirements nor excuse the successful proposer from full compliance with any resultant agreement requirements or obligations.

2. TIME: Time and the time limits stated in this document are of the essence of this solicitation.

http://www.vendorlink.com/

3. AWARD: One contract will be recommended for award to the vendor deemed the most responsive and responsible who achieves the highest points through the proposal evaluation process as outlined later in this document under the Method of Evaluation section. In addition, the School Board at its sole discretion, reserves the right to cancel this solicitation, to reject any and all proposals, to waive any and all informalities and/or irregularities, or to re-advertise with either the identical or revised specifications, if it is deemed to be in the best interest of the School Board to do so. LCSB reserves the right to negotiate with the highest ranked proposer regarding proposal scope, quality, price and any other issues it considers relevant to successful performance of the services. If an agreement cannot be reached with the highest ranked proposer, LCSB reserves the right to negotiate and recommend award to the next highest proposer or subsequent proposers until an agreement is reached.

4. AGREEMENT FOR PROFESSIONAL SERVICES: The School Board reserves the right to negotiate price and contract terms and conditions with the most qualified proposer to provide the requested service as described in this solicitation. If a mutually beneficial agreement with the highest ranked vendor is not reached within 45 calendar days of the award, the School Board reserves the right to enter into contract negotiations with the next highest ranked proposer and continue this process until agreement is reached.

No agreement with the School Board is in effect until a contract has been signed by both parties.

Attached to this solicitation as Exhibit "A" is the standard Agreement for Professional Services which are in substantially the form the successful proposer will be expected to sign. The final agreement may include the contents of the solicitation, any addenda to this solicitation, portions of the successful proposer's proposal and any other modifications determined by the School Board to be necessary prior to its execution by the parties.

Until such time as the Evaluation Committee has completed its deliberative process and the matter has been set for consideration before the School Board, the agreement and all documents and materials relating thereto, the negotiation and execution thereof, including, without limitation, the existence of the Agreement and the negotiations taking place between the parties, shall be confidential.

The standard Agreement for Professional Services included in this solicitation is for informational purposes and should not be returned with the proposal; however, the proposal shall include a statement that the vendor has reviewed the standard Agreement for Professional Services and either i) will agree to and accept the master terms and conditions contained therein if selected, or ii) indicate those specific provisions of the standard Agreement for Professional Services to which the proposer takes exception and why. Raising of significant exceptions in a proposal, as determined in the sole discretion of the School Board, may be cause for rejection of the vendor’s proposal.

5. PROTEST: Any person who is affected adversely by the decision or intended decision shall file with the Board, through its Purchasing Department, a written notice of protest within 72 hours after the posting or notification. A formal written protest shall be filed within 10 calendar days after filing the notice of protest.

With respect to a protest of the specification contained in an invitation to bid or in a request for proposal, the notice of protest shall be filed in writing within 72 hours after the receipt of the project plans and specification or intended project plans and specification in an invitation to bid or request for proposal (but no later than the time when the bids or responses must be received in order to be considered), and the formal writing protest shall be filed within 10 calendar days after the date the notice of protest is filed. The 72 hours period referred to herein shall not include Saturday, Sundays, or holidays. The work “holiday” shall mean any weekday on which the School Board’s Administrative Offices are closed. Failure to file a timely formal written protest shall constitute a waiver of proceedings under Chapter 120, Florida Statutes.

The formal written protest shall state with particularity the facts and law upon which protest is based. Any person who files an action protesting a decision or intended decision pertaining to a bid pursuant to FS 120.7(3)(b), shall post at the time of filing the formal written protest, a bond payable to the School Board of Lake County in an amount equal to one percent (1%) of the total estimated contract value, but not less than $500 nor more than $5,000, which bond shall be conditioned upon the payment of all costs which may be adjudged against the protester in the administrative hearing in which the action is brought and in any subsequent appellate court proceeding. In lieu of a bond, a cashier’s check, certified bank check, bank certified company check, or money order will be an acceptable form of security.

If after completion of the administrative hearing process and any appellate court proceedings, the District prevails, it shall recover all cost and charges which shall be included in the final order or judgment, including charges made by the Division of Administrative Hearings, but excluding attorney’s fees. Upon payment of such costs and charges by the protester, the protest security shall be returned. If the protester prevails, he or she shall recover from the District all costs and charges which shall be include in the final order of judgment, excluding attorney’s fees.

Upon receipt of the formal written protest and protest bond which has been timely filed, the District shall stop the bid solicitation process or the contract award process until the subject of the protest is resolved by final District action, unless the Superintendent sets forth in writing particular facts and circumstances which require the continuance of the bid solicitation process or the contract award process without delay in order to avoid an immediate and serious danger to the public health, safety, or welfare.

6. PROHIBITION AGAINST CONTRACTING WITH SCRUTINIZED COMPANIES: In accordance with

Section 287.135 of the Florida Statutes, THE SCHOOL BOARD RESERVES THE RIGHT TO REJECT ANY OR ALL OFFERS, TO WAIVE INFORMALITIES, AND TO ACCEPT ALL OR ANY PART OF ANY OFFER AS MAY BE DEEMED TO BE IN THE BEST INTEREST OF THE SCHOOL BOARD “A company that, at the time of bidding or submitting a proposal for a new contract or renewal of an existing contract, is on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, created pursuant to s. 215.473, is ineligible for, and may not bid on, submit a proposal for, or enter into or renew a contract with an agency or local governmental entity for goods or services of $1 million or more.” Section 215.473 defines a company to include “all wholly owned subsidiaries, majority-owned subsidiaries, parent companies, or affiliates of such entities or business associations that exists for the purpose of making profit.” By submitting a response to this solicitation, a respondent certifies that it and those related entities of respondent as defined above by Florida law are not on the Scrutinized

Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, created pursuant to s. 215.473. Any respondent awarded a Contract as a result of this solicitation shall be required to recertify at each renewal of the Contract that that it and its related entities are not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. The School Board may terminate any Contract resulting from this solicitation if respondent or a related entity as defined above is found to have submitted a false certification or been placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. Notwithstanding the preceding, the School Board reserves the right and may, in its sole discretion, on a case by case basis, permit a company on such lists to be eligible for, bid on, submit a proposal for, or enter into or renew a contract, should the School Board determine that the conditions set forth in Section 287.135(4) are met.

Lake County Schools, FL does not discriminate on the basis of race, religion, color, national origin, gender, genetic information, age, disability or marital status in its educational programs, services or activities, or in its hiring or employment practices. The district also provides equal access to its facilities to the Boy Scouts and other patriotic youth groups, as required by the Boy Scouts of America Equal Access Act. Questions, complaints, or requests for additional information regarding discrimination or harassment may be sent to:

Kirsten Olafson

Manager Employee Relations Lake County Schools

Phone: 352-253-6519 OlafsenK@lake.k12.fl.us

An entity or affiliate who has been placed on the discriminatory vendor list, a list published by the State of Florida, may not submit a bid on a contract to provide goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to a public entity, may not award or perform work as a contractor, supplier, subcontractor, or consultant under contract with any public entity, and may not transact business with any public entity.

7. PUBLIC ENTITY CRIMES DISCLOSURE: A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list.

8. DRUG-FREE WORKPLACE: Whenever two or more RFQs are equal with respect to price, quality, and service, a RFQ received from a business that certifies that it has implemented a drug-free workplace program as defined by Section 287.087 Florida Statutes, will be given preference in the award process. If the Contractor does not maintain a formal “Drug Free Workplace” or does not mailto:OlafsenK@lake.k12.fl.us perform random drugs tests on its employees, then the Contractor’s employee must submit to a drug test by the School Board at an additional cost prior to working on the School Board account.

9. DAVIS-BACON ACT (34 CFR 80.36(i) (4)) (Where Applicable): All construction contractors and subcontractors must comply with the Davis- Bacon Act (40 U.S.C. 276a to 276a-7) as supplemented by the Department of Labor regulations (29 CFR part 5). (Construction contracts in excess of $2000 awarded by grantees and sub-grantees when required by Federal grant program legislation. Applies to all construction contracts in excess of $2000 awarded by the District and sub-grantees when required by Federal grant program legislation).

10. SCRUTINIZED COMPANIES WITH ACTIVITIES IN SUDAN: Pursuant to Section 287.135, Florida

Statue, the bidder, by affixing its signature to this bid, certifies that, at the time of bidding or submitting a proposal for a new contract or renewal of an existing contract, it is not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. At the option of the Lake County School Board, a contract is subject to termination if the vendor is found to have submitted a false certification as provide in Section 287.135(5) or been placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List.

11. EQUAL EMPLOYMENT OPPORTUNITY (Where Applicable): Except as otherwise provided under

41 CFR Part 60, all contracts that meet the definition of “federally assisted construction contract” in 41 CFR Part 60-1.3 must include the equal opportunity clause provided under 41 CFR 60- 1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 CFR part 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.”

12. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (Where Applicable): All contracts awarded by the non-Federal entity in excess of $100,000 that involve the employment of mechanics or laborers must include a provision for…