ESBD_File_341469_24026C28 Attachment A Proposal Questionnaire.docx

LEANDER ISD REQUEST FOR PROPOSALS (RFP) CONSTRUCTION MANAGER AT RISK (CMAR)

24026C28 – Construction Manager-at-Risk for Early Childhood Center

LISD RFP - #24026C28 – Construction Manager-at-Risk for Early Childhood Center – Attachment A - continued

ATTACHMENT A: PROPOSAL QUESTIONNAIRE

Proposals are to include the information requested in this questionnaire in the sequence and format prescribed. Each selection criteria are associated with certain questions and will be evaluated based on this format. All questions must be answered, even those that are not applicable. Failure to respond in this sequence and format may result in the reduction of points and/or disqualification.

A. Company Information

1. Name of Company and DBA (if applicable)

2. Address of Principal Office (address/city/state/zip code)

3. Phone and Fax

4. Form of Business Organization (corporation, partnership, individual, joint venture, other?)

5. Year the Company was founded.

6. Primary Individual to Contact:

a. Name

b. Title

c. Phone number

d. Email address

B. Organization

1. How many years has your company been in business in its current capacity?

2. How many years has your company been in business under its present name?

3. Under what other or former names has your company operated?

4. If your company is a corporation, provide the date of incorporation, the state which the incorporation is registered, the corporation president’s name, the vice-president’s name(s), the secretary’s name, and the treasurer’s name.

5. If your company is a partnership, provide the date of organization, the type of partnership (if applicable), and the name(s) of the general partner(s).

6. If your company is individually owned, provide the date of organization and the name of the owner.

7. If the form of your company is other than those listed above, describe it and name the principals.

8. Does your company principally work in Texas?

9. Does your company principally work in Central Texas (defined as Texas Education Agency Region XIII https://esc13.net/)? How many CMAR projects has your company completed in the last five (5) years in this region?

10. What is the dollar value of work done in Texas for the calendar years 2018, 2019, 2020, 2021 and 2022? What percentage of your total work does this represent?

11. What is the dollar value of work done in Central Texas (as defined above) for the calendar years 2018, 2019, 2020, 2021 and 2022? What percentage of your total work does this represent?

12. What percentage of your work in the last five (5) years has been public school district construction?

13. What percent of work for the past ten (10) years has been for repeat clients? Breakdown the percentage down between commercial and school district clients.

C. Experience

1. Construction Manager at Risk (CMAR) Construction Work – Completed during the period of 2018 to 2022. Provide all CMAR Texas public school projects completed by your company over the last five (5) years. For each project, provide:

a. Owner District

b. Name of the project

c. Summary description of the project including the nature of the project/function of the building

d. Owner contact for the project, including title, phone number and email address

e. Overall square footage (SF)

f. Location of the project

g. Initial contractual cost

h. Final cost

i. Date of notice to proceed

j. Contractual Date of Substantial Completion

k. Actual Date of Substantial Completion

l. Owner and architect (and their phone numbers)

2. Construction Manager at Risk (CMAR) Construction Work - Currently in Progress but Not Yet Completed during the period of 2018 to 2022. Provide all CMAR Texas public school projects currently in progress but not yet completed by your company over the last five (5) years. For each project, provide the information listed in 3.a. Indicate items h, j and k as not applicable.

3. List five (5) school projects where your company, as a Construction Manager-at-Risk, has had input early in building design and has demonstrated leadership, innovation, and technical expertise. Give examples of your input. Also, include owner contact and phone number.

4. Describe your company’s warranty program, in particular, staffing, reporting, follow-up procedures, etc.

5. Self-performed Work and Subcontractors.

a. List the categories of work that your company normally self-performs with its own personnel.

b. List any subcontractors in which your company has some ownership and list the categories of work those subcontractors normally perform.

c. List the HVAC, electrical, plumbing, drywall, and painting sub-contractors for your last ten (10) new school/renovation projects, along with contacts and phone numbers.

6. Claims and Suits. If the answer to any of the questions below is yes, please attach details.

a. Has your company ever failed to complete any work awarded?

b. Are there any judgements, claims, arbitration proceedings or suits, pending or outstanding against your company or its officers?

c. Has your company filed any lawsuits or requested arbitration with regard to construction contracts within the last five years?

d. Within the last five (5) years, has any officer or principal of your company ever been an officer or principal of another organization when it failed to complete a construction contract? (If the answer is yes, please attach the details.)

7. Please provide examples of work that your company considers to be exceptional. Also, list the project, owner contact and phone number.

D. Financial Information

1. Proposer is to attach the below information in a separate packet within the response.

2. The packet should be clearly marked with “Financial Information for [Proposer Name]”, include the LISD project numbers, and include “CONFIDENTIAL” on the outside of the packet and include all documents.

3. The financial information is to provide the most recent audited financial statement, including the opinion letter issued by the audit firm, your company’s latest balance sheet (no older than July 31, 2021) and income statement showing the following items:

a. Current assets (e.g., cash, joint venture accounts, accounts receivable, notes receivable, accrued income, deposits, materials inventory, and prepaid expenses).

b. Noncurrent assets (e.g. net fixed assets, other assets).

c. Current liabilities (e.g. accounts payable, notes payable, accrued expenses, provision for income taxes, advances, accrued salaries and accrued payroll taxes).

d. Noncurrent liabilities (e.g. notes payable).

e. Capital accounts and retained earnings (e.g., capital, capital stock, authorized and outstanding shares par value, earned surplus, and retained earnings).

4. Name and address of the firm preparing the attached financial statement and date thereof.

5. Is the attached financial statement for the identical organization named under item 1 above? If not, explain the relationship and financial responsibility of the organization whose financial statement is provided (e.g., parent-subsidiary).

6. Will the organization whose financial statement is attached act as guarantor of the contract for construction?

7. Provide the name, address and phone number of your financial institution.

8. Provide the name of the bonding company and name and address of the agent that will provide the required surety.

E. Experience with Concepts for Working as a Construction Manager at Risk.

1. Describe your company’s concepts for working in a team relationship with the Owner and Architect during the design and construction of major projects. Describe your company’s methods for estimating costs, and for scheduling during the design/document phases. It is anticipated that the guaranteed maximum price (GMP) will be furnished prior to completion of construction documents. Is this acceptable to your company?

2. Please provide examples of pre-construction services provided in past school/renovation projects and the results of those services. Note that this list is to be included in Line Item: Cost form on electronic bidding platform, Ion Wave.

3. Cost Contingencies

a. Describe your company’s concept for cost contingencies during design and during construction. What is your company’s concept for the disposition of contingency funds after the completion of the project?

b. Your company would be required to make all cost information during design and construction available to the owner and architect. Describe how this information would be furnished and how the owner and architect would be assured that it is complete and accurate.

4. Savings and Improvements during the Design and Construction Phases

a. Describe your company’s concept and reasoning for the disposition of savings realized during construction.

b. Provide five (5) examples of your input and ideas during the design phase of school projects that have resulted in:

1. Improved air quality

2. Reduced maintenance and/or operating costs,

3. Reduced construction cost, and/or resulted in a better school facility

c. List five (5) new school construction projects examples where your company has provided cost saving ideas after establishment of the GMP, and your ideas and efforts have resulted in decreasing the cost of construction and/or shortening the construction schedule. Provide details to sufficiently cover the example.

5. Please provide a detailed description of the efforts your company takes to eliminate change orders during construction due to design team errors, omissions, and/or general document coordination issues between design disciplines. If your company uses a third-party service for contract document review and evaluation, please provide the name and contact information for the service provider your company would propose for this program.

6. Please provide a detailed description for how your company evaluates subcontractor bids to ensure the proposals received accurately reflect the scope of work required prior to award of contract.

F. Personnel

1. Given the scope and schedule of the identified project(s), provide the proposed company personnel for the following positions who would work on the project(s):

a. Project Manager

b. Job Superintendent

c. Estimator

d. Field Operations

2. For each individual listed in the above, provide:

a. A resume

b. Minimum of three (3) client references

c. Total years’ experience in construction management

d. Number of years of experience with current company

e. Project experience with current company and role in the execution of each project listed

f. Relevant experience and project role with previous employers

g. Relevant education, skills, and/or tools

G. Uniqueness

1. State what your company feels is unique about your company’s contribution to this LISD building program?

2. Provide recent examples how the uniqueness(es) has been used in prior client work to support the information above.

H. References

1. Provide a minimum of three (3) client references that your company has provided education-based construction services that can speak to your company’s ability to meet the two identified LISD projects.

2. For each reference, include the owner’s representative name, phone number and email address. If this representative is no longer with the client, please provide a name of an individual that still works for the owner and is familiar with the project(s) your company has completed.

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