ESBD_361758_1718905667168_Attachment E - Contractor's Questionnaire and Evaluation Critreria.pdf

ATTACHMENT E

CONTRACTOR’S QUESTIONNAIRE AND EVALUATION CRITERIA

Respondents must submit a complete response to each of the items below. If additional space is required, please submit the additional pages with Attachment E and keep additional materials as detailed as possible. Repeating the question in the response is not required; however, please reference each response by Section Number and letter indicated below. Please note: the qualification score will constitute a maximum of 40 points of the overall score of 100 points.

PROJECT NAME:

Hondo Readiness Center Roof Replacement

PROJECT LOCATION:

2404 18th Street, Hondo, TX 78861

PROJECT DESCRIPTION:

Provide all materials, equipment, labor, coordination, and supervisory activities necessary to complete construction of the project. The project will include, but is not limited to, a roof replacement of the Texas Army National Guard’s Hondo Readiness Center facility in order to mitigate life safety and code-related deficiencies currently experienced at the project site as outlined in this RFP. The scope is more fully described in the Attachment G – Project Specifications, and Attachment H – Project Drawings/Plans, which include specifications, drawings/plans, and other contract documents, prepared by the A/E of record, Jacobs Engineering Group, Inc.

and TMD.

PROJECT DURATION:

Construction is required to commence on the date in the Notice to Proceed issued. The TMD will issue a Notice to Proceed within 90 days of the contract award, stating the date(s) for beginning Work and achieving Substantial Completion of the Work as defined per the UGC Article 1.44. The Respondent will provide the performance period in calendar days in Attachment A, 2. Performance Period.

Approximate Award Date: September 2024 Approximate Estimated Project Completion Date: August 2025

DEFINITIONS:

Throughout this document, the following terms shall be defined as indicated:

• Project: The project described above is for which qualification is sought.

• Respondent: The organization which is submitting a response to this solicitation.

• Organization: The business organization seeking qualification as a general contractor.

• General Contractor: In accordance with the provisions of Texas Government Code, Chapter §2269

Subchapter A, “General contractor” means a sole proprietorship, partnership, corporation, or other legal entity that assumes the risk for construction, rehabilitating, altering, or repairing all or part of a facility at the contracted price. Also referred to as Respondent throughout the solicitation document.

• Subcontractor: A subcontractor is hired by a general contractor who has the awarded contract with the TMD. A subcontractor is not an employee of the general contractor but an independent contractor.

QUALIFICATION QUESTIONNAIRE SUMMARY:

This questionnaire will be used to qualify General Contractors for the Project. Only information in this questionnaire will be considered.

QUALIFICATION QUESTIONNAIRE CRITERIA:

The questionnaire is structured in XI sections, and every section is scored individually.

SECTION I: GENERAL REQUIREMENTS - This Section Is Not Scored.

SECTION II: RESPONDENT’S ABILITY TO PROVIDE GENERAL CONSTRUCTION SERVICES EQUAL IN

TYPE AND SCOPE OF THIS RFP: (Maximum points: 3)

SECTION III: QUALIFICATIONS OF PROPOSED CONSTRUCTION TEAM (Maximum points: 6)

SECTION IV: RESPONDENT’S DEMONSTRATED TECHNICAL AND MANAGEMENT COMPETENCE AS A

CONTRACTOR WITH GENERAL CONSTRUCTION SERVICES EQUAL IN TYPE AND

SCOPE OF THIS RFP (Maximum points: 14)

SECTION V: RESPONDENT’S SAFETY PROGRAM AND RECORD (Maximum points: 3)

SECTION VI: RESPONDENT’S PROPOSED PROJECT EXECUTION PLAN AND SCHEDULING FOR THIS

RFP (Maximum points: 6)

SECTION VII: RESPONDENT’S PROPOSED QUALITY CONTROL (Maximum points: 4)

SECTION VII: CAPABILITY TO ACHIEVE PROJECT CLOSE-OUT (Maximum points: 2)

SECTION IX: RESPONDENT’S PROPOSED WARRANTY AND SERVICE SUPPORT PROGRAM FOR

THIS RFP (Maximum points: 2)

SECTION X: CONTRACTOR’S PROPOSAL FORM, 1. COMPENSATION (Maximum points: 60)

SECTION I: GENERAL REQUIREMENTS

The legal name of Respondent:

Number of years the firm has been in business under this name: ______________________________________

Former business name and other assumed names, if applicable:

Mailing and street address of the office which would be providing service:

(mailing address)

(city, state, zip)

(physical street address)

(city, state, zip)

Mailing and street address of principal or headquarters office:

(mailing address)

(city, state, zip)

(physical street address)

(city, state, zip)

Type of Organization (check one):

Individual: _______ Partnership: _______ Corporation: _______

Number of employees assigned to the office providing service: __________

Annual revenue over the last five (5) years for the office providing service: __________

Annual revenue during the last five (5) years for the entire firm: __________

Will Respondent provide copies of financial statements for the past two (2) years if requested by the TMD?

Yes: _______ No: _______

Is Respondent currently for sale or involved in any transaction to expand or to become acquired by another business entity? Yes: _______ No: _______ If yes, please explain the impact both in organization and company direction:

Provide any details of all past or pending litigation or claims filed against Respondent that could potentially affect performance under any contract awarded under this RFP:

Is Respondent currently in default on any loan agreement or financing agreement with any bank, financial institution, or other entity? Yes: _______ No: _______ If yes, specify the date(s), details, circumstances, and prospects for resolution:

Does any relationship exist, whether by relative, business associate, capital funding agreement, or any other kinship between Respondent and any TMD employee? Yes: _______ No: _______ If yes, please explain:

SECTION II: RESPONDENT’S ABILITY TO PROVIDE GENERAL CONSTRUCTION SERVICES EQUAL IN TYPE AND SCOPE OF THIS RFP: (Maximum points: 3)

A. Provide Examples of service support, such as response to client inquiries of potential change in contract amount or duration to follow up with constructability issues.

B. Provide the following information:

• Annual number, value, and percent change of contracts in Texas;

• Annual number, value, and percent change of contracts nationally;

• Annual revenue totals and percentage change per year;

• Total bonding capacity; and

• Available bonding capacity and current backlog.

SECTION III: QUALIFICATIONS OF PROPOSED CONSTRUCTION TEAM (Maximum points: 6)

A. IN-HOUSE TEAM’S PERFORMANCE ON CONSTRUCTION PROJECTS FOR STATE AGENCIES OR

SIMILARLY COMPLEX FACILITIES MAINTAINING CONTINUOUS OPERATION OF GENERAL

CONSTRUCTION SERVICES EQUAL IN TYPE AND SCOPE OF THIS RFP:

1. Name all key personnel (i.e., executives, project managers, superintendents, safety officers, estimators, etc.) proposed to be part of the construction team for the Project described in this RFP and fully describe their respective lines of authority and responsibilities. Include the percentages of time each team member will be involved in the construction services. Provide the same information for the proposed alternate Project Manager(s) and Superintendent(s) if the team member originally proposed becomes unavailable.

2. Provide detailed information for the above-proposed project team members to include (at a minimum) the role they performed on the projects listed in response to Section II (i.e., project manager, assistant project manager, project engineer, etc.); their specific experience and expertise with similar projects; number of years with firm; their respective licenses and/or certifications; and their city of residence. (Note: key personnel must be committed to this project for its duration unless the TMD approves substituting an equally qualified individual.)

3. Provide information for all proposed team members that will be directly involved in the Project if the award is received. The Respondent must detail their experience with similar projects and the number of years with the firm. As applicable, include information for the project managers, superintendents, assistant project managers and superintendents, expeditors, project schedulers, quality control inspectors, safety coordinators/assistants, carpenter foremen, labor foremen, etc.

B. PROPOSED SUBCONTRACTORS’ CAPABILITIES AND PERFORMANCE ON CONSTRUCTION

PROJECTS FOR STATE AGENCIES OR SIMILARLY COMPLEX FACILITIES MAINTAINING

CONTINUOUS OPERATION OF GENERAL CONSTRUCTION SERVICES EQUAL IN TYPE AND

SCOPE OF THIS RFP:

1. List all subcontractors proposed for use on the Project described in this RFP, detailing their experience and years working with Respondent. The subcontractor list must be separated into mechanical, electrical, plumbing, etc.

2. Provide a customer reference list of three (3) projects, either completed or in progress, on which proposed Subcontractors provided for services equal in type and scope of this RFP within the past five (5) years. The reference list must include the company name, contact person and telephone number, project description including how the project is equal in type and scope, length of the business relationship, and project background (i.e., project year, a summary of work performed, etc.).

Project 1)

Project 2)

Project 3)

SECTION IV: RESPONDENT’S EXPERIENCE WITH TECHNICAL AND MANAGEMENT COMPETENCE AS

A CONTRACTOR WITH GENERAL CONSTRUCTION SERVICES EQUAL IN TYPE AND SCOPE OF THIS

RFP WITHIN THE PAST FIVE YEARS (Maximum points: 14)

A. Provide a customer reference list of three (3) projects with which Respondent currently has contracts and/or has previously provided general construction services equal in type and scope of this RFP within the past five (5) years. List the projects in priority order, with the most equal in type and scope project listed first. In determining which projects are equal in type and scope, describe the related size, complexity, and how they are similar; how many members of the proposed team worked on the listed project; and how recently the project was completed. The TMD reserves the right to contact references anytime during the RFP process. Provide the following information for each project listed:

• Company name, contact person (the organization’s representative who served as the day-to-day liaison during construction) and telephone number;

• Project name and description (i.e., year(s) of project, summary of work performed, etc.);

• Construction costs, including original cost and final construction cost;

• Final project size in gross square feet;

• Type of construction (new, renovation, expansion);

• Schedule information (i.e., actual notice to proceed, substantial completion, was target deadline met, final payment dates) for the project;

• Name and contact information for the Project Manager (the individual responsible to the organization for the overall success of the project);

• Name and contact information for the Project Superintendent (the individual responsible for coordination of the day-to-day work);

• Names of significant subcontractors (mechanical, plumbing, electrical, etc.); and

• Name and contact information of the project architect of record.

Project 1)

Project 2)

Project 3)

B. Describe the process for developing and maintaining schedules and utilizing the critical path method for the previously three (3) provided projects.

• How often were schedules updated?

• Give detailed examples of how these techniques were used. Include specific examples of scheduling challenges and how the challenges were resolved.

• What software tool(s) were used to develop the work progress schedules?

C. Describe the payment plan to the subcontractors and material suppliers.

SECTION V: RESPONDENT’S SAFETY PROGRAM AND RECORD (Maximum points: 3) Provide the following information – all information must be detailed and accurate for evaluation.

A. Number of current employees.

Note: For companies with ten (10) employees or less, RCR & DART rates should be zero as OSHA 1904 record keeping is not applicable.

B. Provide the following rating information (include worksheets for calculating RCR and DART; see footnotes 2 & 3 below chart):

NAICS¹ code: Most current year** Previous Year 1** Previous Year 2**

20 20 20 OSHA Recordable Case Rate² (RCR)

DART (Calendar Days Away / Restricted Time) Rate³

Number of Fatalities*

Number of OSHA Violations*

Worker’s Comp Experience Modification Rate (EMR)

Foot Notes for the table;

1. North American Industry Classification System (see http://www.bls.gov/bls/naics.htm)

2. For the past three years; rate = # of OSHA recordable cases x 200,000 ÷ total hours worked by all employees; refer to http://www.osha.gov/recordkeeping/index.html for determination of “recordable.”

3. For the past three years; rate = # of DART cases x 200,000 ÷ total hours worked by all employees. A DART is a work-related injury that results in an employee missing work, being put on restricted work, or being placed into an alternate job.

4. The following will result in a zero score for the entire Section VI if: No 10-hour OSHA Training for both

Superintendent and Project Manager; DART Rates above NAICS Industry Standards; and fatalities.

Note: *Please attach a detailed explanation of the circumstances and outcome of the investigation and corrective actions that have been implemented.

**If ratings are determined to be excessive or are not available, then the Respondent shall submit a written explanation for http://www.bls.gov/bls/naics.htm http://www.osha.gov/recordkeeping/index.html review.

C. The Project Superintendent and Project Manager must have a current 10-hour OSHA Certification.

Provide training completion dates for both the Superintendent and Project Manager and attach current certificates or proof of compliance with this training as a part of the proposal.

D. Describe Respondent’s previously used safety policies and job safety programs, include a description of the following:

• The method for ensuring compliance by all workers on a job site;

• What was the most significant risk associated with a project? Provide details of any risks or rate exposures.

• How many visits from the assigned safety professional were performed? How was a safety presence maintained in the field?

• The Respondent’s safety inspection criteria. How often were inspections performed each day?

Provide an Example of a report of findings from a safety inspection.

• An instance where a safety incident or near miss occurred on a project site under the Respondent’s control. Did this incident or near miss lead to any changes in the existing safety policies? Describe the incident investigation process.

• Identify any fatalities on any project site under the Respondent’s control directly or through a subcontractor. Describe changes to safety programs resulting from the incident(s).

E. Subcontractors’ safety program – describe Respondent’s safety program as applicable to subcontractors, including responses to the following in detail:

• How is safety considered in soliciting and selecting subcontractors?

• Are subcontractors’ safety policies and records examined as a part of the subcontracting process?

• Are subcontractors with poor safety records rejected?

SECTION VI: RESPONDENT’S PROPOSED PROJECT EXECUTION PLAN AND SCHEDULING FOR THIS

RFP (Maximum points: 6)

A. Describe, in detail, the proposed project execution plan for performing construction services for this Project, including details of the program/process for managing subcontractors and material providers.

B. Describe challenges, circumstances, and/or critical construction issues anticipated for this Project and Respondent’s proposed plan to manage those circumstances.

C. Describe the plan for partnering and team building at all levels for this Project.

D. Describe the start-up and subsequent procedures for this Project.

E. Describe the proposed approach to ensure the timely completion of this Project, including methods for schedule recovery, if necessary. For any projects previously provided in response to Section IV, give examples of these techniques, including specific scheduling challenges/requirements and actual solutions.

SECTION VII: RESPONDENT’S PROPOSED QUALITY CONTROL (Maximum points: 4)

A. Describe the proposed quality control program, detailing methods to ensure quality control during construction. Provide specific Examples of how these techniques were used on any of the three (3) projects provided in response to Section IV.

B. Describe how the proposed quality control team will measure the quality of construction services, including work performed by subcontractors. How will non-conforming work be addressed?

C. Describe the Respondent’s experience dealing with congested site conditions with multiple facilities.

D. Provide Examples of records, reports, monitoring systems, and information management systems proposed for use on this Project.

E. Describe the proposed approach for coordination of inspections and approvals of life safety systems.

F. Describe management best practices for containing storm water run-off as required by the Environmental Protection Agency’s (EPA) National Pollutant Discharge Elimination System.

SECTION VIII: CAPABILITY TO ACHIEVE PROJECT CLOSE-OUT (Maximum points: 2)

A. Provide An example of a detailed schedule of the method used to achieve project close-out in accordance with Article 12 of the Uniform General Conditions and of the Supplemental General Conditions of this RFP for one past project in Section IV.

SECTION IX: RESPONDENT’S PROPOSED WARRANTY AND SERVICE SUPPORT PROGRAM FOR THIS

RFP (Maximum points: 2)

A. Describe the warranty support rationale and service implementation plan for this Project.

B. Describe the proposed method for measuring the quality of services provided to the TMD for this RFP on this Project.

C. Provide a minimum of three (3) reference letters from organizations that the Respondent was contracted to perform GENERAL CONSTRUCTION SERVICES EQUAL IN TYPE AND SCOPE OF THIS RFP OTHER THAN THE TMD OR ANY STATE AGENCIES describing the Respondent’s responsiveness and performance on warranty services after substantial completion.

SECTION X: CONTRACTOR’S PROPOSAL FORM, 1. COMPENSATION (Maximum points: 60)

All pricing information MUST be completed on ATTACHMENT A - Contractor’s Proposal Form, 1. Compensation.