ESBD_File_345827_CMR RFQ Section 3 - Requirements for Statement of Qualifications.pdf

Section 3 – Requirements for Statements of Qualifications FY2024-RFQ-HC-00084 1

SECTION 3 – REQUIREMENTS FOR STATEMENT OF QUALIFICATIONS

Respondents shall carefully read the information contained in the following criteria and submit a complete statement of Qualifications to all questions in Section 3. Incomplete Qualifications will be considered non-responsive and subject to rejection.

3.1 CRITERIA ONE: RESPONDENT’S ABILITY TO MANAGE CONSTRUCTION SAFETY

RISKS (Scoring Weight 10%)

The Vision of the University of Texas System Office of Facilities Planning and

Construction is to eliminate workplace injuries on all UT System construction projects.

We consider safety a core value within our organization and attach the highest importance to this section in scoring evaluation.

NOTE: This section shall be addressed by the corporate safety director and within their response the firm shall provide the signature of the corporate safety director attesting to that fact. The response to Criterion One may be reviewed by the Owner’s safety professional.

3.1.1 Briefly describe the firm’s approach for anticipating, recognizing, and controlling safety risks and note the safety resources that the firm provides for each project’s Safety program.

3.1.2 Describe the process used to evaluate Project Safety performance that the firm includes in performance evaluations for Superintendents and Project Managers. Detail the criteria used in evaluations and requirements for continuing safety education.

3.1.3 Describe the Safety Performance and Insurance/Claims History information and weighting that the firm evaluates in the submission and award process in selection of “best value”

Subcontracts.

3.1.4 For all projects that the firm has managed (or co-managed) in the past five (5) years, list and describe all events or incidents that have reached any of the following levels of severity:

• Any occupational illness or injury that resulted in death or total and permanent disability

• Three occupational illnesses or injuries that resulted in hospital admittances

• Explosion, fire, or water damage that claimed 1% of the project’s construction value

• Failure, collapse, or overturning of a scaffold, excavation, crane or motorized mobile equipment when workers were present at the project site

3.1.5 Does the firm or any other company within the same holding group of companies self-perform any work beyond General Conditions?

3.1.6 Identify the firm’s Experience Modification Rate (EMR) for the five (5) most recent annual insurance-year ratings and the North American Industry Classification System (NAICS) code used to determine your organization’s EMR.

3.1.7 Identify the firm’s annual OSHA Recordable Incident Rate (RIR) for all work performed during the past five (5) calendar years.

3.1.7.1 If the firm has performed work for UT System in the past and been enrolled in the ROCIP

(Rolling Owner’s Controlled Insurance Program), provide a list of each individual project(s) managed and the overall project RIR for each.

Section 3 – Requirements for Statements of Qualifications FY2024-RFQ-HC-00084 2

3.1.8 Identify the firm’s annual OSHA Days Away From Work Incident Rates (DAFW) for all work performed during the past five (5) calendar years.

3.1.8.1 If the firm has performed work for UT System in the past and been enrolled in the ROCIP

(Rolling Owner’s Controlled Insurance Program), provide a list of the individual project(s) managed and the overall project DAFW for each.

3.1.9 List any OSHA citations your firm has been issued during the last five (5) years and final outcome of each.

3.2 CRITERIA TWO: RESPONDENT’S STATEMENT OF QUALIFICATIONS AND

AVAILABILITY TO UNDERTAKE THE PROJECT (Maximum of two (2) printed pages per question) (Scoring Weight 7.5%)

3.2.1 Provide a statement of interest for the Project including a narrative describing the respondent’s unique qualifications as they pertain to this particular Project.

3.2.2 Provide a statement on the availability and commitment of the respondent, its principal(s) and assigned professionals to undertake the Project.

3.3 CRITERIA THREE: RESPONDENT’S ABILITY TO PROVIDE CONSTRUCTION

MANAGEMENT SERVICES (Scoring Weight 7.5%)

3.3.1 Provide the following information on your firm for the past five (5) fiscal years:

Volume

▪ Annual number, value, and percent change of contracts in Texas per year;

▪ Annual number, value, and percent change of contracts nationally per year;

Revenues

▪ Annual revenue totals and percent change per year;

Bonding

▪ Total bonding capacity;

▪ Available bonding capacity and current backlog;

3.3.2 Attach a letter of intent from a surety company indicating your firm’s ability to bond for the entire construction cost of the project. The surety shall acknowledge that the firm may be bonded for each stage/phase of the project, with a potential maximum construction cost of $100 million. Bonding requirements are set forth in Article 17 of the Agreement and the Uniform

General Conditions for University of Texas System Building Construction Contracts

3.3.3 Identify if your firm is currently for sale or involved in any transaction to expand or to become acquired by another business entity? If so, please explain the impact both in organization and company direction.

3.3.4 Provide details of any past or pending litigation, or claims filed, against your firm that may affect your performance under a Contract with the Owner.

3.3.5 Identify if your firm is currently in default on any loan agreement or financing agreement with any bank, financial institution, or other entity? If so, specify date(s), details, circumstances, and prospects for resolution.

Section 3 – Requirements for Statements of Qualifications FY2024-RFQ-HC-00084 3

3.3.6 Does any relationship exist by relative, business associate, capital funding agreement, or any other such kinship between your firm and any Owner employee, officer, or Regent? If so, please explain.

3.4 CRITERIA FOUR: QUALIFICATIONS OF CONSTRUCTION MANAGER AT RISK

TEAM (Scoring Weight 10%)

3.4.1 Describe your management philosophy for the Construction Manager at Risk construction delivery method.

3.4.2 Provide resumes of the Construction Manager at Risk team that will be directly involved in the

Project, including their experience with clinical healthcare projects, the number of years with the firm, and their city(s) of residence.

3.4.3 Describe, in graphic and written form, the proposed Project assignments and lines of authority and communication for each team member to be directly involved in the Project. Indicate the estimated percent of time these team members will be involved in the Project for Pre-construction and Construction Services.

3.4.4 Identify the proposed team members (including consultants) who worked on the Projects listed in Section 3.5 or 3.6 of this RFQ, and describe their responsibility in those projects compared to this project.

3.4.5 Identify any consultants that are included as part of the proposed team, their role related experience for this Project. List projects for which the consultant(s) has worked with the respondent.

3.5 CRITERIA FIVE: RESPONDENT’S PAST PERFORMANCE ON REPRESENTATIVE CM-

R PROJECTS (Scoring Weight 10%)

3.5.1 Identify and describe the proposed Team’s past clinical healthcare experience for providing

Construction Manager at Risk Services that are MOST RELATED TO THIS PROJECT within the last five (5) years. List the projects in order of priority, with the most relevant project listed first. Provide the following information for each project listed:

▪ Project name, location, contract delivery method, and description

▪ Color images (photographic or machine reproductions)

▪ Final construction cost

▪ Final project size in gross square feet

▪ Type of construction (new, renovation, or expansion)

▪ Actual Notice To Proceed for Pre-Construction Services

▪ Actual Notice To Proceed, Substantial Completion, and Final Payment dates for

Construction Services

▪ Name of Project Manager (individual responsible to the Owner for the overall success of the project)

▪ Name of Project Superintendent (individual responsible for coordinating the day to day work)

▪ Names of Mechanical, Plumbing, Electrical, and Low Voltage subcontractors

References (for each project listed above, identify the following):

Section 3 – Requirements for Statements of Qualifications FY2024-RFQ-HC-00084 4

▪ The Owner’s name and representative who served as the day-to-day liaison during the design and construction phases of the project, including telephone number and email address.

▪ Architect/Engineer’s name and representative who served as the day-to-day liaison during the construction phase of the project, including telephone number and email address.

▪ Length of business relationship with the Owner.

References shall be considered relevant based on specific project participation and experience with the Respondent. The Owner may contact references during any part of this process. The Owner reserves the right to contact any other references at any time during the RFQ/P process.

3.5.2 Identify a maximum of three (3) completed projects, of any type, for which your firm has received an award for construction excellence from a recognized organization and provide descriptive information for each.

3.6 CRITERIA SIX: RESPONDENT’S PAST PERFORMANCE ON U.T. SYSTEM PROJECTS

AND ESPECIALLY UT SOUTHWESTERN MEDICAL CENTER (Scoring Weight 10%)

3.6.1 Identify and describe the proposed Team’s past experience of providing Construction

Management at Risk Services on University of Texas System and University of Texas

Southwestern Medical Center projects within the last five (5) years. Projects may repeat with

Section 3.5 above.

If the respondent has not previously provided Construction Manager at Risk services for The

University of Texas System, then identify and describe the respondent’s past performance on

Construction Manager at Risk projects for “major” institutions of higher education (or similar) within the last five (5) years.

In either case above, provide the following information for each project listed:

▪ Project name, location, contract delivery method, and description

▪ Color images (photographic or machine reproductions)

▪ Final construction cost

▪ Final project size in gross square feet

▪ Type of construction (new, renovation, or expansion)

▪ Actual Notice To Proceed for Pre-Construction Services

▪ Actual Notice To Proceed, Substantial Completion, and Final Payment dates for

Construction Services

▪ Name of Project Manager (individual responsible to the Owner for the overall success of the project)

▪ Name of Project Superintendent (individual responsible for coordinating the day to day work)

▪ Names of Mechanical, Plumbing, Electrical, and Low Voltage subcontractors

References (for each project listed above, provide the same information as noted in Section

3.4).

3.7 CRITERIA SEVEN: RESPONDENT’S ABILITY TO ESTABLISH BUDGETS AND CONTROL

COSTS ON PAST PROJECTS (Scoring Weight 15%)

Section 3 – Requirements for Statements of Qualifications FY2024-RFQ-HC-00084 5

3.7.1 Describe your fiduciary responsibility as a Construction Manager at Risk using Guaranteed

Maximum Price contracts for publicly funded projects.

3.7.2 Describe your cost estimating methods. From any of three (3) projects listed in response to

Section 3.5 or 3.6 of this RFQ, describe how the estimates were developed, how often they were updated and the degree of accuracy achieved.

3.7.3 Describe your cost control methods during construction and how you procure subcontracts, confirm scope, amount, and ensure proper payment. From any three (3) projects listed in response to Section 3.5 or 3.6 of this RFQ, provide examples of how these techniques were used and the degree of accuracy achieved.

3.7.4 Describe your methodology for working with the Project Architect/Engineer and their consultants to deliver a Guaranteed Maximum Price and to maintain the GMP throughout the design and construction process.

3.7.5 Provide a sample of a cost estimate used to establish a contract amount from any project listed in Section 3.5 or 3.6 of this RFQ.

3.7.6 The Owner intends to accept a Guaranteed Maximum Price prior to completion of Construction

Documents, see schedule in Section 2. Describe 1) Your process for ensuring that the Design

Documents provide the information necessary to arrive at a complete GMP, including all

Owner requirements with reasonable contingencies, and 2) Your process for subsequently ensuring that the 100% Construction Documents align with the project scope in the previously accepted GMP proposal documents.

3.8 CRITERIA EIGHT: RESPONDENT’S ABILITY TO MEET SCHEDULES ON PAST PROJECTS

(Scoring Weight 10%)

3.8.1 Describe how you will develop, maintain, and update the project schedule during design and construction.

3.8.2 Describe your approach to assuring timely completion of this project, including methods for schedule recovery, if necessary. From any three (3) of the projects listed in response to Section

3.5 or 3.6 of this RFQ, provide examples of how these techniques were used, including specific scheduling challenges/requirements and actual solutions.

3.8.3 Describe how you develop and maintain work schedules during design and construction to coordinate with the Owner’s project schedule. From any three (3) projects listed in response to Section 3.5 or 3.6 of this RFQ, provide examples of how these techniques were used.

3.8.4 Describe your experience with Primavera CPM scheduling. From any of three (3) of the projects listed in response to Section 3.5 or 3.6 of this RFQ, provide a sample of the monthly schedule reports, including identified milestones and schedule recovery plans.

3.9 CRITERIA NINE: RESPONDENT’S KNOWLEDGE OF CURRENT CONSTRUCTION

METHODOLOGIES, TECHNOLOGIES, AND BEST PRACTICES (Scoring Weight 10%)

3.9.1 Describe your quality assurance program. Explain the methods used to ensure quality control during the Construction phase of a project. Provide specific examples of how these techniques

Section 3 – Requirements for Statements of Qualifications FY2024-RFQ-HC-00084 6 or procedures were used from any three (3) projects listed in response to Section 3.5 or 3.6 of this RFQ.

3.9.2 Describe your procedures for implementing industry’s “best practices” as defined by the

Construction Industry Institute and similar organizations for:

▪ Establishing and tracking project objectives

▪ Using project scope definition resources (i.e., Project Definitions Rating Index (PDRI)) in order to obtain complete and accurate design and construction documents from the A/E

▪ Partnering

▪ Cost tracking

▪ Change (order) management systems

▪ Total quality management for each phase, including close-out and commissioning

3.9.3 Provide an example of a successful constructability program used to maintain project budgets without sacrificing quality.

3.9.4 Describe your methodology for advertising, evaluating and selecting trade contrators for

“major” institutions of higher education as a Construction Manager at Risk.

3.9.5 As the Construction Manager at Risk, describe your relationship with the local subcontracting community.

3.9.6 Describe your experience in providing preconstruction services.

3.9.7 Provide any other details regarding special services, products, advantages, or other benefits offered to the Owner by the Respondent.

3.10 CRITERIA TEN: RESPONDENT’S ABILITY TO IDENTIFY AND RESOLVE PROBLEMS ON

PAST PROJECTS (Scoring Weight 10%)

3.10.1 Describe your understanding of the administrative challenges and opportunities associated with providing Preconstruction and Construction services for The University of Texas System on this project, and your strategy for resolving these issues.

3.10.2 Understanding the schedule limitations, provide an analysis of the Owner’s project planning schedule in Section 2.3 of this RFQ and describe your plan for communicating constructability, phasing, value engineering and other budget options in a form that will quickly facilitate the

Owner’s decision making.

3.10.3 For any combination of three (3) projects listed in response to Section 3.5 or 3.6 of this RFQ, describe any conflicts with the Owner, Consultants, Architect/Engineer, or subcontractors and describe the methods used by the Respondent to resolve those conflicts.

3.10.4 What is your experience coordinating with Owner furnished, major medical equipment?

3.10.5 What is your experience working with the City of Fort Worth and local utility companies?

3.10.6 What do you perceive are the critical issues for this project?

3.11 CITERIA ELEVEN: EXECUTION OF OFFER