Dalton Academy Metal Lab CM RFP 12_12_2025.pdf

DALTON PUBLIC SCHOOLS

Request for Proposals

Construction Professionals

Construction Management at Risk Services

For the construction of the following project:

The Dalton Academy

Metals Lab Modifications

December 12, 2025

James W. Buckley & Associates, Inc., Architects

423Pine Avenue, Suite 200 Albany, Georgia 31702 Phone: (478) 237-6467

Table of Contents

I. Invitation

A. Invitation to Submit Proposals--------------------------------------------Page 3

II. Introduction

A. Purpose-----------------------------------------------------------------------Page 4

B. Project Objectives-----------------------------------------------------------Page 4

C. Project Assumptions--------------------------------------------------------Page 4

D. Technicalities----------------------------------------------------------------Page 5

E. Miscellaneous Contract Requirements-----------------------------------Page 5

F. CM-RFP Schedule----------------------------------------------------------Page 5

III. Bonds and Insurance

A. CM/GC Insurance-----------------------------------------------------------Page 5

B. Trade/Subcontractor Insurance--------------------------------------------Page 8

C. Bonding-----------------------------------------------------------------------Page 8

IV. Building Program

A. General-----------------------------------------------------------------------Page 9

B. Project Description---------------------------------------------------------Page 9

C. Construction Budget-------------------------------------------------------Page 9

D. Construction Schedule-----------------------------------------------------Page 9

V. Owner-CM/GC Form of Agreement

A. Owner-CM Form of Agreement------------------------------------------Page 9

B. Form of Agreement--------------------------------------------------------Page 10

C. Failure to Agree on GMP-------------------------------------------------Page 10

D. Contract Termination Prior to GMP-------------------------------------Page 11

E. Guaranteed Maximum Price (GMP)-------------------------------------Page 11

F. Contingencies and Allowance--------------------------------------------Page 11

G. Self- Perform Work--------------------------------------------------------Page 11

VI. Selection Process

A. Written Submittal -----------------------------------------------------------Page 12

B. Proposal Instructions -------------------------------------------------------Page 13

VII. CM/GC Responsibilities

A. Scope of Work During Phases of Project -------------------------------Page 13

VIII. Written Submittal Evaluative Criteria

A. Written Submittal (Request for Qualifications or “RFQ”) -----------Page 15

B. Pre-requisite Criteria-------------------------------------------------------Page 16

C. Evaluation Criteria---------------------------------------------------------Page 16

D. Proposal Content-----------------------------------------------------------Page 16

IX. Additional Conditions ---------------------------------------------------------------Page 20

X. Interview -------------------------------------------------------------------------------Page 20

XI. Exhibits

A. Fee Proposal Breakdown

B. Project Cost Matrix

INVITATION TO SUBMIT PROPOSALS

Sealed proposals from construction management firms will be received by the Dalton Public Schools, Dalton, Georgia, Owner, in the Office of the Dalton Public Schools, Operations Building Conference Room, 412

South Hamilton Street, Dalton, Georgia, 30720 until 1:00 P.M. prevailing time on January 20, 2026 for Construction-Management-At-Risk services for the construction of The Dalton Academy Metals Lab

Modifications, Dalton, Georgia.

There will be a Pre-Proposal Meeting at 3:00 PM. on January 6, 2026, in the Office of Dalton Public Schools, Operations Building Conference Room, 412 South Hamilton Street, Dalton, Georgia, 30720. Attendance at the pre-proposal meeting is mandatory. Parties not attending the pre-proposal meeting will not be eligible to submit proposals for CM services.

Each proposal shall be submitted on the prescribed Form of Proposal. All blank spaces shall be filled in, in ink or typewritten, in both words and figures, and the certification shall be completed and executed when submitted.

At the time and place noted above, the proposals for the project will be received by the Board of Education.

No extension of the proposal period will be made.

Proposal Documents may be obtained by contacting Mrs. Teresa Moore at James W. Buckley & Associates by phone at (478) 237-6467 or E-Mail: tam@jwbuckley.com. Electronic documents in .pdf format will be furnished to interested parties at no cost.

Scope of Work: The scope of the proposed work shall include:

1. Space modifications to create a new metals lab and classroom within the existing building. The work will include the construction of an exterior covered work and material storage area and loading dock.

2. Other related and similar work associated with the Dalton Academy as determined by the Owner.

Contract, if awarded, will be based on ‘Selection Criteria’ defined in the Request for Proposals. No proposal may be withdrawn for a period of sixty (60) days after time and date of opening.

The owner reserves the right to reject any or all proposals and to waive technicalities and informalities.

mailto:tam@jwbuckley.com

THE DALTON ACADEMY METALS LAB MODIFICATIONS

I. INTRODUCTION

A. Purpose

1. The Dalton Public Schools (“Owner”) is considering retaining a Construction Management Firm

(CM/GC) for Construction-Management-At-Risk services for The Dalton Academy Metals LAb Modifications.

2. The CM/GC will assume responsibility for project construction cost by issuing a guaranteed maximum price once the construction documents have been completed. CM/GC will also develop an overall project schedule, which will be a contractual obligation. In addition, CM/GC will be responsible for methods of construction, safety, and the scheduling and coordination of the work of all construction and miscellaneous contracts required for completion of the project within its predetermined budget and schedule.

3. The CM/GC will be expected to work closely with the Architect, James W. Buckley & Associates, Gregory C. Smith, 423 Pine Avenue, Suite 200, e-mail: gcs@jwbuckley.com, Albany, Georgia

31702, Phone: (229) 883-4698, Fax: (229) 883-0936

B. Project Objectives

1. The CM/GC will function as a CM-At-Risk (CM/GC).

2. During Pre-Construction, the CM/GC will be responsible for pricing and value engineering issues, along with issues of the facility’s maintainability and constructability.

3. When design documents for the project have been completed, the CM/GC, will commit to a

Guaranteed Maximum Price (GMP) for all site and facilities improvements.

4. The CM/GC shall competitively select all construction subcontracts and other work appropriate for competitive selection using cost, other factors, and including owner input.

5. The successful CM/GC shall not be eligible to bid or enter into contract or subcontract for any of the construction packages or other services of any nature on the project without the specific approval of the Owner.

6. In selecting a firm, the Owner will place emphasis on experience of the firm and assigned personnel in providing function on projects of similar magnitude and complexity as the proposed projects. Selection preference will be toward firms oriented to the construction field that have depths of knowledge and resources in principles of general contracting, scheduling, contract coordination and compliance, budget control, familiarity with State, County, and City laws, ordinances, and codes.

C. Project Assumptions

1. The CM/GC firm should prepare the proposal with the understanding that it will commit, at a minimum, a Project Superintendent, one Laborer, and an overall Project Manager. Staffing requirements may be adjusted based on the size and complexity of the individual project(s).

mailto:gcs@jwbuckley.com

2. The CM/GC, as a part of its Preconstruction Services, will assist with developing a strategy for the best approach for the successful completion of the Project. For example, without limitation, CM/GC will provide guidance and assistance in the preparation of a schedule and a reliable cost estimate.

D. Technicalities

1. The Owner shall have the sole right to waive technicalities and irregularities in submitted proposals and, where deemed appropriate by review committee, may pre-qualify, under certain circumstances, firms which fail to meet one or more criteria.

2. The Owner’s right to waive technicalities and irregularities or to prequalify firms which fail to meet certain aspects of the minimum criteria shall not be construed as an obligation to do so.

E. Miscellaneous Contractual Requirements:

1. The CM/GC shall be responsible for:

a) The payment of any required taxes or fees associated with the execution of the contract.

b) Compliance with all acceptable codes and statutes.

2. All installation and construction work shall be performed by contractors licensed in the state of

Georgia.

3. The CM/GC will be required to use the E-Verify system and provide documentation to the Owner showing compliance with requirements of the system.

4. Project Funding: This project will be funded with a combination of State and Local funds.

II. CM-RFP SCHEDULE

A. Proposed Section Schedule

1. The tentative CM selection schedule is as follows:

a) Advertise of RFQ/RPF from CM Firms: December 12, 2025

b) Mandatory Pre-Proposal Meeting: January 6, 2026

c) Receive RFQ/RFP from CM Firms: January 20, 2026

d) Interview CM firms (if applicable): January 27, 2026.

e) Award CM contract: February 9, 2026.

III. BONDS AND INSURANCE

A. CM/GC Insurance: To protect the interests of the Owner, provide and maintain in effect during the life of the agreement, the following insurance coverings:

1. CM/GC shall purchase and maintain at CM/GC’s sole cost and expense, the insurance indicated below issued by insurance companies licensed to do business in the State where work is being performed and having a minimum A.M. Best’s rating of A-XII.

2. CM/GC shall furnish to Owner certificates of such insurance policies prior to the execution of the

Owner Construction Manager (CM/GC) form of agreement. The certificates shall specify that such insurance will not be canceled or modified until at least thirty (30) days written notice has been given to Owner by CM/GC. Copies of complete policies will be provided prior to the start of work. Such insurance shall be endorsed to be primary and non-contributory to any insurance carried by Owner Parties:

a) Commercial General Liability: Coverage shall be written on ISO form CG 20 26

07 04 and CG 20 37 07 04 or its equivalent with a combined single limit of not less than $2,000,000 per occurrence, $4,000,000 general aggregate (which is to apply on a

‘per project’ basis without a cap), and $4,000,000 completed operations. Coverage shall:

(a) be written with a deductible (a self-insured retention, or SIR, will not be accepted); (b) be primary without right of contribution from any insurance that is carried by the Owner

Parties; (c) name the Owner Parties as additional insured for both ongoing and completed operations using ISO form CG 20 26 07 04 and CG 20 37 07 04 or their equivalent; and (d) contain a waiver of subrogation in favor of the Owner

Parties.

b) Business Automobile Liability: Coverage shall be written with a combined single limit of $1,000,000 on a business auto form for “any auto” including owned (if any), non-owned, and hired vehicles.

c) Worker’s Compensation Insurance and Employer’s Liability and Disability Insurance:

Each policy shall meet the statutory limits mandated by state laws, or a minimum of

$1,000,000 per Claim, whichever is greater. Each policy shall contain a waiver of subrogation in favor of the Owner Parties.

d) Umbrella or Excess liability (exclusive of defense costs) shall be provided excess of and following form of the underlying general liability, auto liability and employer’s liability in an amount not less than three million ($3,000,000) dollars. Such policies shall meet all the requirements of the underlying policies including that they shall be primary to the Owner

Parties.

e) Professional Liability: Professional Liability covering errors and/or omissions in the performance of professional services in conjunction with this project and in an amount of five million ($5,000,000) dollars per occurrence.

Notwithstanding anything to the contrary herein, claims-made coverage is permitted for professional liability, provided the policy retroactive date is continuously maintained prior to the commencement date of the Work, and additional period of ten years after development activities cease. Coverage may be combined with the pollution liability.

f) Pollution Legal Liability: With limits of liability of not less than Five million

($5,000,000) dollars per incident and coverage shall include claims arising from bodily injury, sickness, disease, death; property damage including physical injury to tangible property and the resulting loss of use resulting therefrom, cleanup costs, the loss of use of tangible property that has not been physically injured or destroyed, transportation, and disposal (including offsite disposal coverage) and shall include coverage for defense costs, charges and expenses incurred in the investigation, adjustment or defense of claims for such compensatory damages. Coverage shall apply to both sudden and no sudden pollution conditions including the discharge, dispersal, release or escape of smoke, vapors, soot, fumes, acids, alkalis, toxic chemicals, liquids or gases, waste materials or other irritants, contaminants or pollutants into or upon land, the atmosphere or any watercourse or body of water. Coverage shall include the Owner Parties as additional insured on a primary and noncontributory basis. Notwithstanding anything to the contrary herein, claims made coverage is permitted for Pollution Legal Liability, provided the policy retroactive date is continuously maintained prior to the commencement date of the Work, and coverage is continuously maintained during all periods of development activity for an additional period of ten years after development activities cease. Coverage may be combined with the professional liability.

g) Business Personal Property: CM/GC shall also be required to purchase acceptable “All-Risk” property coverage for all personal property, including any tools, machinery, equipment sheds, and materials or supplies, whether owned or leased, on a replacement cost basis, and such policy should grant a waiver of subrogation in favor of the Owner Parties. CM/GC may elect to self-insure its business personal property. The Owner Parties and their agents take no responsibility for contractor’s personal property.

3. Self-insurance policies, of any type, will not be acceptable.

4. All policies of liability insurance required under the terms of this Agreement (except pollution and professional as stipulated) shall be on an “occurrence” form, covering the full period when all Work required under this Agreement is to be provided.

5. If the CM/GC shall fail to deliver any required evidence of insurance to Owner within forty-eight

(48) hours of demand, Owner may obtain such insurance and CM/GC agrees to repay Owner on demand all amounts paid therefor, or Owner may deduct all payments made in procuring such insurance from any money due or to become due to CM/GC under this Agreement.

6. CM/GC shall be responsible, at CM/GC’s sole cost and expense to procure any other insurance or any increase of the limits of liability required above which the CM/GC deems necessary for

CM/GC’s own protection, or on account of statute, or ad required by any Property Management

Party.

7. The carrying of any insurance described herein shall in no way be interpreted as relieving the CM/GC or any Subcontractor of any responsibility, indemnity, or liability under this Agreement.

8. Waiver of Subrogation - Owner and the CM/GC (and CM/GC shall require that all trade/subcontractors) waive all rights against (1) each other and each other’s subcontractors, sub-subcontractors, agents, officers, directors, shareholders and employees, (2) the Architect, and separate contractors, if any, and their consultants, subcontractors, sub-subcontractors, agents and employees, for damages caused by fire or other perils but only to the extent actually paid by insurance obtained pursuant to this Agreement, or any other property insurance applicable to the Work during the course of construction, except such rights as they may have to the proceeds of such insurance held by Owner. Owner or the CM/GC, as appropriate, shall require of the separate contractors, and subcontractors by appropriate agreements, written where legally required for validity, similar waivers each in favor of all other parties enumerated herein.

9. CM/GC shall require each subcontractor to procure and maintain such insurance as CM/GC is required to obtain and trade/subcontractors shall also be required to include the Owner as an additional insured on a primary and noncontributory basis.

a) CM/GC shall provide evidence of trade/subcontractor’s coverage upon request and expressly acknowledges and agrees to assume responsibility of any subcontractor who fails to procure the appropriate coverage and/or limits of insurance.

b) The trade/subcontractor insurance shall not in any way affect, reduce, relieve or diminish

CM/GC’s responsibility or liability to Owner for the acts or omissions of CM/GC or any subcontractors in connection with the Work or the Contract Documents.

c) Should any subcontractor engage a sub-subcontractor, the same conditions applicable to the subcontractor under this Agreement shall apply to each trade/sub-subcontractor.

d) CM/GC shall be responsible for all insurance deductibles.

B. Trade/Sub-Contractor Insurance: Trade/Subcontractors shall provide at a minimum the following:

1. General Liability: $1,000,000 per occurrence, $2,000,000 general aggregate, $2,000,000 completed operations (exclusive of defense costs).

2. Business Automobile Liability: $1,000,000 CSL (if transporting hazardous materials coverage shall include the MSC-90 endorsement).

3. Workers Compensation and Employers Liability Insurance and Disability: Each policy shall meet statutory limits mandated by the state laws, or a minimum of $1,000,000 per claim or accident whichever is greater.

4. Umbrella/Excess Liability: $1,000,000 (exclusive of defense costs) if Trade/ Subcontract value is less than $1,000,000. It shall be $3,000,000 if Trade/Subcontract value is more than $1,000,000.

5. Pollution Legal Liability: $1,000,000 per accident with a $1,000,000 policy aggregate to include

3rd party injury and property damage claims.

6. Design Professionals Liability: $2,000,000 per occurrence with $2,000,000 aggregate, and

$3,000,000 umbrella if performing any design work.

C. Bonding:

1. Prior to the award of a GMP Contract, the CM/GC shall provide the Owner with a 100% performance and payment bond for its faithful performance of the contact. The cost the CM/GC’s performance and Payment Bonds shall be included in the CM/GC’s Fee Proposal.

2. Subcontractor Default Insurance (SDI/Sub Guard): Construction management firms may, at the construction manager’s discretion, provide subcontractor’s default insurance for Trade/Sub-contractors, provided the following conditions are met:

a) If SDI insurance is to be provided, the insurance shall cover all trades.

b) The cost of SDI Insurance shall be part of the Construction Management Fee.

c) The cost of the insurance shall be listed on the proposal form as a percentage of the overall cost of the work.

3. Bonding of Trade/Sub-Contractors: Construction Management Firms may, at the Construction

Management Firm’s discretion, provide bonding for trade (sub) contractors.

a) The cost for the subcontractor bonds shall be part of the Construction Management Fee.

b) The cost for the bonds shall be listed on the proposal form and shall be stated as a percentage of the overall cost of the work.

IV. BUILDING PROGRAM

A. General

1. The projects will be designed and constructed to a level of quality and timeliness that reflects the use of a Public-owned facility.

B. Project Description:

1. Project Type: Existing Building Renovations and Modifications.

a) Space modifications to create a new metals lab and classroom within the existing building. The work will include the construction of an exterior covered work and material storage area and loading dock.

b) Other related and similar work associated with the Dalton Academy as determined by the

Owner.

2. Building Size: Approximate size of spaces to be constructed/modified:

a) Interior spaces: 3,000 SF

b) Exterior covered Work Area: 2,000 SF

C. Construction Budget:

1. The construction budget listed below is a conceptual cost estimate only.

2. The CM firm shall be responsible for developing cost estimates required for developing the

CM’s fee proposal.

3. The construction budget for this project is $1,200,000-$1,500,000.

D. Construction Schedule:

1. The work on the project shall be performed as expeditiously as possible within the constraints indicated herein.

a) The CM firm shall be solely responsible for the development of the construction schedule.

b) The CM firm shall incorporate into the schedule, the necessary time to accommodate limitations placed on the project by the Owner, and as required to limit interference with the instructional process.

2. Schedule Considerations:

a) The building will, other than during scheduled breaks, be fully occupied during the construction period.

b) Where work is scheduled in the building, while building is occupied, the contractor shall arrange schedule and work areas to limit interference with the instructional process.

V. OWNER-CM/GC FORM OF AGREEMENT

A. CM/GC Fee: The contract will be Actual Cost of Work Plus a Percentage Fee not to exceed the

Guaranteed Maximum Price. The Project will be Open Book. All savings, including unused allowances and contingencies, will be returned to the Owner.

1. The CM/GC basic fee submitted will be a minimum of 7% and a maximum of 12.0% for the project. This fee shall include all items listed on Project Cost Matrix, including “Pre-Construction

Services”, “Construction Management Services Within-Fee”, corporate overhead, profit, General

Conditions, and other services specified in CM RFQ/RFP and as required by the project.

2. The CM’s fee shall be calculated based on the sum of cost of all trade packages and self-performed work packages only. In calculating the CM’s fee, the following shall not be applied to or included in the calculations of the CM’s fee:

a) Contingencies

b) Allowances

c) The CM’s Fee.

B. Form of Agreement: The Owner-CM/GC contract will be actual cost-plus fee not to exceed the

Guaranteed Maximum Price. The project will be “open book”, all unused contingencies will be returned to the Owner. The CM-Owner form of agreement (Contract) will be AIA document A133-

2019 as amended by the Owner and General Conditions, AIA A201-2017 as amended by Owner. By submitting a Proposal, the proposer agrees to execute Contract and General Conditions, as amended by Owner. Changes to the contract by the CM firm will not be acceptable.

1. Process: Upon completion of the selection process the Owner will issue a letter of intent to enter into contract with the selected CM/GC firm.

a) Upon the selection of the CM/GC the AIA contract A-133-2019, without mandatory

Amendment #1, will be developed and executed by all parties.

b) Upon the execution of the base contract (A-133-2019), the CM/GC shall commence the performance of the pre-construction phase work, including, but not limited to the, the development of schedules, budgets, and estimates.

c) Upon agreement of construction schedule and preliminary cost, and when the construction documents are sufficiently complete, the CM/GC will solicit bids from qualified contractors from which a Guaranteed Maximum Price will be generated.

d) Upon acceptance of the Guaranteed Maximum Price (GMP), The Agreement will be signed with A-133-2019 with Amendment #1. This shall constitute a full contract for the project.

The previously developed construction schedule will also become a contractual obligation.

The signing of the contract will be considered the start of construction. All input prior to

Amendment #1 will be considered preconstruction.

2. Special Contract Provisions:

a) The CM shall provide a two-year warranty on the entire project and shall require that each of the trade contractors provide a two-year warranty for work performed by trade contractor(s). These warranties shall be in addition to any specified warranties included in the project technical specifications.

b) Should the provisions of the AIA contract conflict with the provisions of this RFP/RFQ, the provisions of the RFP/RFQ shall govern.

C. Failure to Agree on GMP: In the event a Guaranteed Maximum Price cannot be agreed upon by all parties, the CM shall receive $100.00 in compensation for preconstruction services. The CM firm shall not request, nor shall any monies be due, in excess of this amount, for services performed prior to the receipt of trade contract pricing and the development of the GMP, should the submitted GMP not be accepted by the Board of Education. If the CM’s GMP is accepted, the cost for pre-construction services shall be part of the CM’s firm base fee (percentage).

D. Guaranteed Maximum Price: The Guaranteed Maximum Price (GMP) shall include the cost of all trade (subcontractor) packages, self-performed work packages, contingencies and specified allowances plus the CM’s fee.

1. Where unused contingencies and/or allowances are returned to the Owner, the dollars returned to the Owner shall be at 100% of the value of the unused contingencies and/or allowances.

2. When contingencies and/or allowances are authorized to be used, the CM’s fee shall be applied to these costs. The CM/GC’s fee applied to contingencies and allowances shall be the same as the

CM/GC’s basic fee.

E. Contingencies and Allowances:

1. All contingencies (CM and Owner) consist of the ‘Owner’s’ monies.

2. CM Contingencies: The CM shall establish, in conjunction with the Owner and Architect, the value of the CM contingency to be included in the GMP. The contingency shall not exceed 2.0% of the value of trade contracts.

a) The contingency is intended to be for the CM’s use to resolve unforeseen conditions only.

b) The contingencies are not intended to be used for the following reasons:

(1) Costs/issues caused by scope gaps in bid packages

(2) To correct non-compliant work or complete incomplete work regardless of whether the work in question was performed by the CM or trade contractors.

(3) Costs caused by default of contractor, trade contractors or suppliers.

c) No contingency shall be used without the Owner’s and architect’s prior approval. Failure to request and obtain the Owner’s and architect’s prior approval, will result in requests for use of continency funds being denied.

(1) All unused contingencies shall be returned to the Owner.

3. Owner Contingencies: The Owner’s contingency shall be 2.0% of the value of the trade contracts.

a) The contingency is for the Owner’s use only.

b) No contingency shall be used without the Owner’s and architect’s prior approval. Failure to request and obtain the Owner’s and architect’s prior approval, will result in requests for use of continency funds being denied.

c) All unused contingencies shall be returned to the Owner.

4. Allowances: All specified allowances to be included in the GMP.

a) The CM/GC shall include, in the GMP, all of the allowances specified in the contract documents.

b) The allowances are for the Owner’s use.

c) None of the allowances shall be used without the Owner’s and architect’s approval.

d) Unused allowances shall be returned to the Owner.

F. Self-Performed Work:

1. Prior to establishing trade/sub-bid packages, the CM shall consult with the Owner and architect regarding the CM’s intent to bid and self-perform portions of the work.

a) The CM is only permitted to submit bids on bid packages where such packages have been approved by the Owner and architect.

b) CM shall comply with approval conditions established by Owner and architect.

c) The Owner shall have the right to reject the CM’s request to self-perform work of bid packages.

2. During the trade/sub-bidding process, the CM shall provide to the architect, a list of trade contractors invited to bid each bid package for which the CM intends to submit a bid.

3. Where CM intends to submit bids for portions of work, the CM shall submit the sealed bids in accordance with the following:

a) Sealed proposals shall be submitted to the Owner and Architect no less than 24 hours prior to the time and date established for the receipt of trade contractor bids.

b) Bids shall be delivered in person or by certified mail, Federal Express or UPS.

c) Bids shall have no modifications to bid or bid form and shall contain no exclusions, qualifications or assumptions.

4. At Bid opening, where the CM is submitting a bid for self-performed work, the architect will receive and open the bids from competing trade contractors.

VI. SELECTION PROCESS

A. Georgia Code Title 50 Chapter 22: Selection of the CM/GC will be a multi-step process. The Owner will generally follow the requirements of Georgia Code Title 36 Chapter 91 with respect to the selection of a CM/GC for the proposed project.

B. Selection Committee: The selection of a CM/GC Firm will be by a selection committee composed of representatives of the Owner and Architect.

C. Written Submittal: The Selection Committee will receive and review Statements of Qualifications and Performance Data in response to the “Written Submittal for Construction Management Services.”

1. Submissions: Proposals shall have no modifications to proposal form and shall contain no exclusions, qualifications or assumptions.

a) Modifications to proposal form may reject proposal to being rejected.

b) Exclusions, qualifications or assumptions to the form may subject proposal to being rejected

2. Firm Ranking: Responses to the RFQ will be evaluated by the selection committee against a set of weighted criteria to determine the firms most qualified and suited for this project.

a) Submitting firms will be ranked based on scores.

b) Based solely on the ranking of the firms, the Owner will either select a firm to which the contract will be awarded, or select firms to be invited for an interview.

3. Fee Proposal: The CM/GC’s Fee Proposal is to be submitted in a sealed envelope with written qualifications. Fee will be a contributing, but not the deciding factor, in the selection.

4. Interview: If interviews are deemed to be necessary, the date and location of interviews will be determined once the short list of firms has been selected.

5. Best and Final Offer: Once the firms have and ranked, and, if applicable, interviewed, offerors may be afforded the opportunity for discussion, negotiation, and revisions to proposals prior to the award of the contractor for the purpose of obtaining the best and final offers.

a) All offerors found to be reasonably susceptible of being selected for award of contract shall be given an opportunity to participate in discussions, negotiations and revisions to the scope of work and fee proposal.

D. Proposal Instructions

1. Written Submittals: No submittals will be accepted after the time set for receipt. Qualifications and proposals submitted via facsimile, telegraph, or Mailgram will be rejected. Submit the qualifications and proposal to the following address:

Dalton Public Schools Operations Department

412 South Hamilton Street

Dalton, Georgia, 30720.

2. Proposers shall NOT contact any elected members or employees of the Board of Education

(BOE), other than party listed below, or the Architect, other than party listed below, regarding any aspect of this procurement until after the award of the contract.

a) Contact only the parties listed below.

b) Contact with parties other than those listed below may be grounds for rejection.

Rusty Lount

Dalton Public Schools Operations Department

412 South Hamilton Street

Dalton, Georgia, 30720.

Phone: 706-271-6308 rusty.lount@dalton.k12.ga.us

Gregory C. Smith, Project Architect

James W. Buckley & Associates, Inc., Architects

423 Pine Avenue, Suite 200 e-mail: gcs@jwbuckley.com

Albany, Georgia 31702

Phone: 912-682-7175

3. It is the responsibility of each proposer to examine the entire RFQ and RFP, seek clarification in writing, and review its submittal for accuracy before submitting the document. Once the submission deadline has passed, all submissions will be final. The Owner will not request clarification from any individual proposer relative to their submission, but reserves the right to, ask for additional information from all parties that have submitted qualifications.

4. It is the Owner’s intent to limit the cost to proposers in responding to this solicitation, so you are encouraged to be brief and succinct. Page limits for the qualification and proposal submittals are identified. Thick volumes of background and general marketing material will not be appreciated and will not curry favor with the reviewers. The Owner is seeking thoughtful, tightly focused qualification submittals that document your firm’s suitability for this Project and understanding of the Project and Owner. Each firm must describe experience if there are multiple firms proposed as one team.

VII. CM/GC RESPONSIBILITIES

A. Scope of Work During Various Phases of Project

1. The construction manager (CM/GC) services shall include a preconstruction design phase, and a construction phase. During the design phase, the CM/GC will provide cost estimates and cost evaluation, value engineering recommendations, design analysis, constructability reviews and technical input on methods of construction, materials, details, and bidding formats and types of separate bidding packages.

2. CM/GC shall also develop and maintain a master project schedule.

3. During the construction phase, which includes any previously awarded early bid packages, CM/GC will be responsible for methods of construction, safety programs, general conditions, prequalification of potential subcontractors and bidding of all work, certification of work in place and monthly payment requests, coordination and scheduling of all work of all construction contracts and miscellaneous contracts required for the completion of the project within the predetermined budget and schedule.

4. CM/GC will assist Owner and A/E team in management and administration of the project except that Owner shall at all times retain complete contractual control of all prime CM/GC and A/E contracts, project funds and disbursements.

5. The Architect shall retain all normal architectural responsibilities for professional design, cost control, schedule, and quality assurance including normal construction administration responsibilities.

6. Pre-Construction Phase of Project:

a. Review and confirm Owner’s construction budget is correct for the proposed project scope.

b. Develop the construction budget in accordance with the General Provisions of the contract.

c. Provide detailed construction cost estimates and cost modeling and reconcile these estimates with the Owner’s budget. Evaluate cost for alternate means, methods, materials, and construction methods within specific trades and systems.

d. Evaluate the design providing an analysis report of alternate constructing methods and materials for potential quality, cost, and schedule enchantments for review by the Owner and

Architect.

e. Develop a construction schedule in accordance coordinating activities to accomplish the completion of the project by the earliest date possible within the stipulated constriction budget without sacrificing quality.

7. Trade/Subcontractor Bidding and Award Phase:

a. Develop and arrange bid packages. Provide a copy of the final bid packages for (1) submission to the State Department of Education, (2) review, and comments by the Owner and Architect.

(1) The bid packages sent to the Owner/architect shall be identical the bid packages sent to the trade contractors.

(2) The bid packages shall not include, in the scope of the trade contracts, work indicated, as part of this RFP, to be provided by the CM firm.

(3) The work packages shall NOT require that the trade contractors include a percentage of their cost for safety, training clean up and similar items indicated in this CM RFP as being part of the CM’s fee.

b. Pre-qualify potential subcontractors and vendors for Owner’s and Architect’s approval prior to advertising. A minimum of three (3) subcontractors for each bid package.

c. Schedule and conduct pre-bid conferences in conjunction with the Owner’s and Architect’s representatives.

d. Advertise and distribute bidding documents and monitor bidding activity.

e. Receive questions from bidders; review and comment. Forward questions and comments to

Architect for incorporation into addenda.

f. Issue Architect’s addenda to all known bidders.

g. Receive bids, review, and analyze tabulated bids and make recommendations of subcontractors.

h. Validate compliance of scope and cost with GMP.

i. Assist the Owner and architect in evaluating the suitability, experience and financial strength of each trade contractor.

j. The CM may be allowed to bid on scopes of bid packages provided previous approval is granted by the Owner.

k. If any subcontractors bidding on work are shareholders, partners or any ownership of the CM or visa versa, then there should be disclosure to the owner prior to allowing such bids to be submitted.

8. Construction Phase of Project:

a. Develop and maintain a detailed schedule (CPM) including manpower (in hours), delivery, approvals, inspections, testing, construction, and occupancy.

b. Maintain adequate one site staff and administration staff to keep project on schedule and up-to-date; provide timely reports.

c. Schedule and conduct project meetings, safety meetings, and schedule meetings. Record and distribute notes from meetings.

d. Coordinate the project work with that of the separate contractor for the installation of other work within the project or in proximity of the project. Coordinate the project with such separate contractors in order to assist them to permit each phase of the project to be completed on schedule.

e. Receive and respond to questions from subcontractors. Forward questions requiring design review to the Architect.

f. Maintain control and ensure conformity to plans. The CM/GC is responsible to the Owner for acts and omissions of CM/GC’s employees, subcontractors and their agents.

g. Maintain “As-Builts” record set of drawings, specifications, schedule, and real cost estimates.

h. Conduct, record, and compile a subcontractor preliminary punch list prior to issuance of

Architect’s punch list.

i. Maintain daily records of labor force for each sub-contractor and weather including temperature.

9. Warranty Phase of Project:

a. Coordinate and monitor the resolution of the Architect’s “punch-list” items.

b. Coordinate post-completion activities including guarantees, manuals, close-out documents, training, and Owner’s final acceptance.

c. Provide and coordinate a twenty (20) month joint inspection with the Owner and Architect to assure any warranty related issues are taken care prior to expiration of the two (2) year warranty.

VIII. QUALIFICATION AND PROPOSAL FORMAT AND REQUIRMENTS

A. Written Submittal (Request for Qualifications or “RFQ”): Submit one electronic copy of completed submittal on a portable drive as well as One (1) original and five (5) copies of the qualifications shall be submitted. Submittal shall be bound using wire binding, three ring binder, etc. Loose files will not be accepted. All proposals shall be submitted in a cardboard box. Each submittal shall be identical and include a transmittal letter. Proposers are encouraged to follow the sequence of the Initial Written

Submittal in their responses. Responses should be concise, clear, and relevant.

1. Proposer’s cost incurred in responding to this Initial Written Submittal is proposer’s alone and the Owner does not accept liability for any such costs.

2. Such qualifications submittals must be typed on standard (8 ½” x 11”) paper. The pages of the qualification submittals must be numbered.

3. A table of contents, with corresponding tabs, must be included as well to identify each section.

4. Responses are limited to a maximum of one hundred (100) pages using a minimum of 10-point

Arial font.

5. Any affidavits called for may be included in an appendix and will not count toward the page limit.

B. Prerequisite Criteria: Firms must meet the criteria in the bullet points immediately below. Firms that do not meet these criteria are automatically disqualified for further evaluation.

1. Firm MUST have a safety Experience Modification Rate average of less than 1.20 over the last three years.

2. Firm MUST have bonding capacity to provide a payment and performance bond for total cost of work.

3. Firm MUST have a current Builder’s Risk Insurance Policy.

4. Firm MUST have been in business a minimum of 10 years.

5. Firm MUST have a fully staffed, permanent office, located within Two hundred and fifty (250) miles of the project site.

C. Evaluative Criteria: The Selection Committee will evaluate the submittals based upon the criteria listed in the table below. The Owner has judged each major category of criteria to be worth the point value given, as a maximum, in establishing committee rankings of submittals.

1. Quality and Completeness of Submittal 5 Points

2. Firm History 5 Points

3. Firm Experience 15 Points

4. Project Team 15 Points

5. Local Participation 10 Points

6. Experience with Owner/Architect 5 Points

7. Construction Management Plan 5 Points

8. Legal-Claims History 5 Points

9. Financial Information 5 Points

10. Fee Proposal 20 Points

11. Safety and Coordination Plan 5 Points

12. Distinguishing Factors 5 Points

13. Total 100 Points

D. The proposal submittal should contain responses to the following questions in the order shown:

To be considered, prospective contractors must submit a complete response as required herein.

Contractors shall submit evidence of their abilities and provide complete, thorough, and comprehensive responses and information for each of the following components of the RFP.

1. Quality and Completeness of Submittal:

a. Letter of Interest

b. Compliance with prerequisite criteria

c. Organization and presentation of data

d. Submission of required supporting forms and documentation

e. Overall appearance of submittal

2. Firm History:

a. Provide basic company information: Company name, Address & Zip code, E-mail address &

Name of primary contact, Telephone number, Fax number, Number of years in business

b. Indicate form of ownership, including state of residency or incorporation: Is the offeror a sole proprietorship, partnership, corporation, Limited Liability Corporation (LLC), joint venture, or other structure?

c. Firm History: Succinctly describe the history and growth of your firm(s).

d. Indicate location of office responsible for the performance of work on this (these) project(s).

e. If the firm has multiple offices, the qualification statement should include information about the parent company and branch office separately. Identify the office from which project will be managed and that office’s proximity to the project site. Parent company (or general office) financial information as totals will be acceptable IF “parent” (or “general office”) means that it is financially responsible for the liabilities of the branch office. If the parent company is not so responsible, meaning that its financial resources are not available to the office that will perform the contract, it will be misleading to the Owner to offer the financials of any office other than the one with the prospect of a contract with the Owner.

3. Firm Experience:

a. Relevant project experience includes similar buildings and delivery methods relevant to the type of project to be constructed using CM/GC or performing as a general contractor on similar types and sizes of projects.

(1) Describe no more than ten (10) and no less than five (5) projects in order of most relevant to least relevant (similar type of construction and a contract dollar amount equal to 75% or more of the proposed project budget) that demonstrate the firm's capabilities to perform the project at hand.

(2) For each of the projects listed provide the following information:

(a) Brief project description including date that services were provided

(b) Guaranteed Maximum Price (GMP)

(c) Change orders: List all change orders. Include description and amount

(d) Indicate amount of contingency funds returned to owner

(e) Project schedule. Indicate if project was completed on time

(f) Provide Owner and design professional contact information

b. CM/GC References: Provide contact information for a minimum of five (5) clients that may be contacted regarding the performance of the submitting firm on projects completed in the last five (5) years. Contact information shall be provided for Owner and Architect. Indicate project cost, size, and type and date completed.

c. Trade References: List five (5) major trade contractor references (company, contact, and phone number).

4. Project Team:

a. Describe your firm’s proposed organization for the construction management team including superintendent, project manager, project director, cost estimator, project executive, etc., who will manage the project. Please designate the following specific people to fill the following key roles in your team: Superintendent, Project Manager, Cost Estimator, Other (please describe, if applicable)

b. Provide for each of the above personnel: Current resumes listing relevant project experience.

Each resume should include an owner and design professional reference; Percent of time to be committed to this project.

c. Identify the person who, from project start to finish, will be the leader of your construction team and the principal point of contact between your firm and the Owner, the Architect, and other consultants. This person’s competence, leadership, and ability to achieve customer satisfaction will be heavily considered in the selection of a construction management firm.

d. Provide an organizational chart showing the lines of responsibility and accountability for your team.

e. Provide for each key employee examples of experience in constructing facilities similar to this project:

(2) Provide photographs of similar projects your firm/team completed in the past three (3) years.

(3) Provide a Project Manager reference (if applicable).

(4) List the persons who served as the Project Manager, Superintendent, and Cost Estimator.

Please note whether this person is still employed with your firm.

(5) Indicate those projects that included architect, engineering consultant, and contractor serving a corporate or public client as a team.

(6) Provide any additional relevant information.

5. Local Participation:

a. Location of submitting firm’s home office

b. List projects completed by submitting firm in local area within 50 miles of the project site.

c. Describe how your firm includes local participation from local subcontractors.

d. Provide a brief history of local participation on past projects.

e. Indicate submitting firm’s involvement in the local community.

6. Experience in Working With Owner and Architect:

a. List projects constructed for Owner in last 10 years

b. List projects constructed for architect in the last 10 years

7. Construction Management Plan:

a. Describe your process for efficiently resolving issues and maintaining the project commitments to work collaboratively with the Architect and the Owner. Provide specific examples demonstrating your ability to solve complex project issues without compromising your team commitments.

c. Provide your detailed cost management plan for controlling costs on this project within the stated cost limitation during design and construction. Describe your systems and procedures for controlling costs during design and construction.

d. Provide your detailed change management plan for managing cost and schedule exposures within the stated limitations.

d. Provide your detailed schedule management plan for this project during design and construction. Describe systems and procedures your firm uses to manage the project schedule.

Describe alternatives that may be explored to shorten the schedule.

a. Provide your detailed subcontractor management plan, including contract document compliance procedures, project accounting procedures, and issue resolution.

b. Provide your closeout management plan for this project. Describe your systems and procedures for your closeout plan.

c. Provide your quality assurance plan for this project. Describe your firm’s approach for validating compliance with the construction documents. Explain your process for ensuring quality workmanship

d. Define value engineering and describe your approach to providing value engineering with relevant examples.

e. Occasionally, subcontractors and suppliers go bankrupt during the course of a project. What would you do to protect the Owner from being adversely affected by such an occurrence

8. Legal-Claims History:

a. Legal actions taken against Owners and Architects/Engineers: List all mediation, arbitration, and/or litigation with which the submitting firm has been involved with project

Owner, architects’ and/or engineers during the last five (5) years. Clearly indicate the nature of the issues and the method by which the issues were resolved. Indicate, in addition to the nature of the issue and the method by which they were resolved, the following: The name of the project, date of construction, name of parties involved in the issue resolution, contact party and phone number of participating firms, and dollar value of issue(s).

b. Legal Action against Trade Contractors and Suppliers: Other than actions listed above, has the firm been involved in any litigation, mediation, or arbitration in the past Three (3) years? List all and explain.

c. Failure to…