ESBD_410188_1745507427706_Attachment E - Evaluation Questionaire.pdf

ATTACHMENT E

CONTRACTOR’S QUESTIONNAIRE AND EVALUATION CRITERIA

INSTRUCTIONS:

Respondents must submit a complete response to each of the items below while keeping responses direct and concise. If additional space is required, submit the supplementary pages with Attachment E. Responses shall be limited to a maximum of 60 pages. Information contained on pages beyond the limit will not be considered.

If choosing to respond in an alternate format from this questionnaire, questions (along with Section and Paragraph number) must be restated in the response.

The qualification score will constitute a maximum of 50 points of the overall score of 100 points.

PROJECT NAME:

Waco Readiness Center Major Maintenance STAR

PROJECT LOCATION:

2120 N New Road, Waco, Texas 76707

PROJECT DESCRIPTION:

The project will include, but is not limited to, Interior building improvements include architectural, mechanical, electrical, plumbing, structural, fire suppression, fire alarm, IT/telecom trades, person lifts, elevator, new egress stairway and hazardous materials abatement. Exterior building improvements include roof mechanical penetrations, roof replacement, new glazing, new blast resistant glazing, civil site modifications, concrete pavement, concrete ramp & walkways, new water fire suppression line, new building signage, new site fencing and gates, parking lot modifications and new electrical primary 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, Freese and Nichols, 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: August 19, 2025

Approximate Project Completion Date: September 30, 2026

DEFINITIONS:

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

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

Respondent: The organization submitting a response to this solicitation.

General Contractor: A business entity that contracts to oversee a building project, usually involving the use of subcontractors – also called the prime contractor. Also referred to as Respondent throughout the solicitation document.

Organization or Associated Organizations: The business organization seeking qualification and any other business organizations with which any of its owners, officers, or principals currently are, or were within the indicated time frame, a majority shareholder.

Subcontractor: A subcontractor is hired by a general contractor or prime, who has the main contract with the TMD. A subcontractor is not an employee of the contractor but an independent contractor.

QUALIFICATION QUESTIONNAIRE SUMMARY:

This questionnaire will be used to qualify General Contractors for the Project. Only information submitted in the attachment E questionnaire will be considered for this evaluation criteria scoring.

QUALIFICATION QUESTIONNAIRE CRITERIA:

The questionnaire is structured in VIII sections. Every section is scored individually, ensuring a fair evaluation of the Respondents’ qualifications.

SECTION I:

SECTION II:

SECTION III:

GENERAL REQUIREMENTS - This Section Is Pass or Fail.

RESPONDENT’S ABILITY TO PROVIDE GENERAL CONSTRUCTION SERVICES.

(Maximum points: 4)

RESPONDENT’S EXPERIENCE WITH PROJECTS OF EQUIVALENT SIZE AND

SCOPE TO THIS RFP.

(Maximum points: 18)

SECTION IV: PROPOSED TEAM’S EXPERIENCE WITH PROJECTS OF EQUALIVENT SIZE AND

SCOPE TO THIS RFP.

(Maximum points: 10)

SECTION V: RESPONDENT’S PROPOSED EXECUTION PLAN FOR THIS RFP.

(Maximum points: 8)

SECTION VI: RESPONDENT’S SAFETY PROGRAM AND RECORD

(Maximum points: 5)

SECTION VII: RESPONDENT’S PROJECT MANAGEMENT PLAN, COORDINATION, QUALITY

CONTROL MEASURES, AND PROJECT CLOSEOUT.

(Maximum points: 5)

SECTION VIII: ATTACHMENT A – CONTRACTOR’S PROPOSAL FORM, 1. COMPENSATION

(Maximum points: 50)

SECTION I: GENERAL REQUIREMENTS

(This Section Is Pass or Fail) Pass ____ Fail ____

The legal name of Respondent:

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:

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, explain the impact both in organization and company direction:

Is the Respondent currently defaulting on any loan agreement or financing agreement with any bank, financial institution, or other entity?

Yes: No: If yes, specify the dates, 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.

(Maximum points: 4)

A. Provide the following information:

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

Number of employees assigned to the office providing service.

Number of contacts in Texas over the past 12 months:

o Total Value:

o Percent Change over the previous 12 months:

Number of contracts Nationally over the past 12 months:

o Total Value:

o Percent Change over the previous 12 months:

Annual revenue totals:

o Percent Change over the previous 12 months:

Total Bonding Capacity:

o Backlog:

o Available:

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

SECTION III: EXPERIENCE WITH PROJECTS OF EQUIVALENT SIZE AND SCOPE TO THIS RFP

(Maximum points: 18)

A. Provide details of three (3) projects with which Respondent has provided general contractor services equal in size and scope of this RFP within the past five (5) years. List the projects in priority order, with the most equivalent project listed first. The TMD reserves the right to contact references anytime during the RFP process. At a minimum, provide the following information for each project listed:

Owner’s name and points of contact (title, telephone number, and email).

Project name and description (summary of work performed, similarities to proposed work, etc.).

Specific examples of challenges encountered and solutions applied to overcome them.

Type of construction (new, renovation, expansion).

Final project size in gross square feet.

Construction costs, including original and final.

Schedule milestones (notice to proceed, original and actual substantial completion, final payment).

Assigned Project Manager.

Assigned Project Superintendent.

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

Project Architect of Record.

Project 1:

Project 2:

Project 3:

SECTION IV: PROPOSED TEAM’S EXPERIENCE WITH PROJECTS OF EQUALIVENT SIZE AND

SCOPE TO THIS RFP.

(Maximum points: 10)

A. Name all key personnel (i.e., executives, project managers, superintendents, safety officers, estimators, etc.) proposed to be a part of the construction team. Include percentages of time each team member will be involved in the construction services. Provide the same information for alternate Project Manager and Superintendent, should the proposed staff become unavailable.

B. Provide detailed information for the above-proposed project team members, including their specific experience with similar projects (the role performed on projects listed in Section III, if applicable), number of years with the 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.)

Project Executive

Project Manager

Project Superintendent

Safety Officer

Project Estimator

C. List all subcontractors proposed for use on the Project described in this RFP, detailing their experience and years working with Respondent. Include their involvement in projects listed in Section III, if applicable.

SECTION V: RESPONDENT’S PROPOSED EXECUTION PLAN FOR THIS RFP.

(Maximum points: 8)

A. Describe how you arrived at the proposed duration. What software tool(s) are used to develop the work progress schedule, and how often are they updated? Discuss any opportunities identified for schedule compression and methods for schedule recovery, if necessary.

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

C. What aspects of the proposed work are significant cost drivers to the overall budget? In your firm’s experience, what considerations could be made to reduce the initial cost of those scope items or reduce the potential for increases throughout the execution of the work?

SECTION VI: RESPONDENT’S SAFETY PROGRAM AND RECORD (Maximum points: 5)

A. Provide 30-hour OSHA Certification 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. (Note: Failure to provide will result in a zero score for the entire Section VI.)

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

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.

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)

Footnotes:

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.

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 review.

C. Describe the following details regarding the Respondent’s job safety program. Provide an example report of findings from a safety inspection on one of the projects listed in Section III.

Safety inspection criteria and the method for ensuring compliance by all workers on a job site.

Frequency of site visits from the assigned safety professional.

Discuss a safety incident or near miss that occurred on a project site under the Respondent’s control. Did this result in any changes to safety policies? Describe the 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).

D. Describe considerations of a Subcontractors’ safety program as part of the subcontracting process:

How are subcontractors’ safety policies considered in soliciting and selection?

What policies and records are examined?

What thresholds are maintained that would prevent a subcontractor from being considered?

SECTION VII: RESPONDENT’S PROJECT MANAGEMENT PLAN, COORDINATION, QUALITY

CONTROL MEASURES, AND CLOSEOUT

(Maximum points: 5)

A. Describe kick-off and mobilization procedures for this Project.

B. Describe records, reports, monitoring systems, and information management systems proposed for this project.

C. Provide examples of service support, such as response to client inquiries about potential changes to contract amount or duration following the identification of constructability issues.

D. Describe the proposed approach for coordination of inspections.

E. Describe the proposed quality control program. Discuss 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? Provide a specific example of how these techniques were used on any of the three (3) projects provided in response to Section III.

F. Provide a detailed schedule of project close-out activities in accordance with Article 12 of the Uniform General Conditions and of the Supplemental General Conditions of this RFP.

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

SECTION VIII: ATTACHMENT A – CONTRACTOR’S PROPOSAL FORM, 1. COMPENSATION

(Maximum points: 50)

All pricing information MUST be completed on ATTACHMENT A – CONTRACTOR’S PROPOSAL FORM,

1. Compensation.