ESBD_File_331671_2 Submittal Forms FM_7.28.23 (1).pdf

Submitta l Forms

Submittal Form A Proposer Information

Submittal Form B Qualifications & Experience

Submittal Form C Approach & Methodology

Submittal Form D Obstacles, Challenges, & Risks

Submittal Form E Alternatives, Opportunities, & Innovation

Submittal Form F Cost & Fee Schedule

Submitta l Form A Proposer Information

RFP Number: 2023-0252 Project Name: FM Services

C o m p a n y I n f o r m a t i o n Company Name

Office Location

Year in Business

C o n t a c t I n f o r m a t i o n Identify an individual that will be the point of contact for you company regarding this Proposal.

Contact Name

Title

Email

Telephone

A d d e n d a A c k n o w l e d g e m e n t The Proposer acknowledges receipt of the following addenda:

The Proposer certifies that they have incorporated the requirements of such addenda into their proposal. Failure of a Proposer to acknowledge any addenda shall not relieve that Proposer of responsibility for complying with the terms thereof.

R e s p o n s i b i l i t y C e r t i f i c a t i o n s The University, in its sole discretion, may reject any proposal in which the Proposer has had a contract terminated by the University and/or is engaged in litigation with the University. The Proposer shall respond to each question below:

No Criteria Response*

1 The Proposer has read the entire RFP and understands the intent of the scope.

True False

The Proposer is presently engaged in the business of providing the services & work required in this RFP.

True False

3 The Proposer has all appropriate licenses necessary for this work.

True

False

The Proposer confirms that it has the financial strength to perform the services required under this RFP.

True False

The Proposer can provide (if requested) financial records for the organization for the past three years.

True False

The Proposer certifies that it is not currently debarred, suspended, proposed for debarment, or declared ineligible for award by any Public entity in Texas.

True False

Within the past five years, the Proposer certifies that they have not been convicted or had civil judgment rendered against them for: fraud, embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or tax evasion.

True False

The Proposer certifies that the Proposer has not been a party to a criminal proceeding in the past 10 years.

True False

* Failure to answer, or answering “False” may be grounds for disqualification. Please attach additional information on any subject where the Proposer responded “False” to a question above.

C o n f l i c t o f I n t e r e s t Baylor University conflict of interest policies require the University to avoid any potential material conflicts in fact or appearance, and to appropriately manage any potential conflicts that arise. Proposers must disclose with their proposal response any business or personal dealings that might create the appearance of a conflict, including, but not limited to, any monetary or personal benefits that have been provided to a Baylor employee, or any Baylor employee(s) or their immediate family members with a material personal interest in the Proposer’s business or operations. Any disclosures of potential conflicts of interest submitted by a Proposer will be evaluated and the University will determine if the disclosed conflict can be appropriately mitigated or if it would disqualify the Proposer from award of contract through this RFP process. Select an option below:

The proposer declares that there are no potential, perceived, or actual conflicts of interest that may arise as a result of their response to this RFP and/or subsequent award of Contract.

The proposer declares that there are potential, perceived, or actual conflicts of interest that may arise as a result of their response to this RFP and/or subsequent award of Contract. The proposer must attach additional information on the conflicts.

K e y P e r s o n n e l Identify the key personnel that will be assigned to this Contract once an award is made. The Proposer will not be permitted to remove or replace these individuals during the first twelve (12) months of the Contract, unless requested and approved by the University (with the exception of uncontrollable events such as: retirement, resignation, medical emergency, injury, sickness, or death). See RFP Section 4.3 for a definition of these roles.

Account Manager

Field Supervisor Lead

A u t h o r i z e d R e p r e s e n t a t i v e This Submittal must be dated and signed by an officer or agent (“Representative”) duly authorized to execute contracts for the Proposer. The Proposer’s name must be fully stated.

Name of Representative:

Title of Representative:

Proposer Firm Name:

Date:

Signature of Representative:

Submitta l Form B Qualifications & Experience See Section 2.6 for special requirements regarding page limits and anonymity and Section 3.2 for instructions.

Submitta l Form C Approach & Methodology See Section 2.6 for special requirements regarding page limits and anonymity and Section 3.3 for instructions.

Submitta l Form D Obstacles, Challenges, & Risks

See Section 2.6 for special requirements regarding page limits and anonymity and Section 3.4 for instructions.

SECTION 1 – CONTROLLABLE ITEMS

Item #1:

Strategy:

Item #2:

Item #3:

Item #4:

Item #5:

SECTION 2 – NON-CONTROLLABLE ITEMS

Item #1:

Item #2:

Item #3:

Item #4:

Item #5:

Submitta l Form E Alternatives, Opportunities, & Innovation See Section 2.6 for special requirements regarding page limits and anonymity and Section 3.5 for instructions.

Idea #1:

Idea #2:

Idea #3:

Idea #4:

Idea #5:

Submitta l Form F Cost & Fee Schedule

Instructions: Provide the yearly costs and total five (5) year cost as requested below. The Proposer shall not modify this form.

The Proposer shall not add notes, comments, or clarifications to the information being requested.

PART A: ANNUAL COSTS

Provide the yearly costs as requested below. The total cost should be the sum 5-year cost for each item. The costs shall include:

□ Labor Costs: Include all direct staff and employee costs, including, but not limited to, employee wages (salary, hourly straight time, overtime, and bonuses), benefits, uniforms, communication devices, safety PPE, technology, training, rewards, and support, as well as all associated overhead and other related fees.

□ Subcontractor Costs: Include all costs for subcontracted services, including, but not limited to, subcontracted labor, materials, equipment, tools, and all associated overhead and other related fees.

□ Vehicle Costs: Include all vehicle-related costs, including, but not limited to, acquisition (purchase, lease, rent, etc) costs, insurance, fuel, maintenance, repair, and licensing, as well as all associated overhead and other related fees.

□ Tools & Equipment Costs: Include all costs related to tools and equipment, including, but not limited to, acquisition (purchase, lease, rent, etc) costs, insurance, fuel, maintenance, repair, calibration, and licensing, as well as all associated overhead and other related fees.

□ Materials & Supplies Costs: Include cost for all materials, products, supplies, etc. required to execute all planned maintenance activities and unplanned repair activities (under $10,000), as well as all associated overhead and other related fees.

□ General Operations / Overhead Costs: Include all other costs not identified in the above line items. Anticipated contents include, but are not limited to, profit, operating overhead (i.e., travel, taxes, insurance, administrative support/costs, etc.), and other related fees.

CRITERIA YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5

Labor Costs

Subcontractor Costs

Vehicle Costs

Tools & Equipment Costs

Materials and Supplies

General Operations & Overhead Costs

TOTAL:

PART B: MARKUP

Provide the markup fee for products, supplies, and other costs that are not included in the Annual Costs above.

CRITERIA FEE

Markup

Labor %

Subcontracted Support %

Materials %

PART C: NUMBER OF EMPLOYEES

Provide the number of staff/employees that will be assigned to this contract.

CRITERIA YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5

Labor (Number of People)

PART D: SUBCONTRACTORS

Please provide name(s) of key subcontracted service providers or work scopes