Fwing HVAC.pdf

BRAN – Town of Branford & Branford Public Schools P a g e | 1 RFQ/P #1003-26– Engineering Design Services – F-Wing HVAC Upgrades Branford High School

REQUEST FOR QUALIFICATIONS / PROPOSALS

for

ENGINEERING DESIGN SERVICES

F-WING HVAC UPGRADES

for

BRANFORD HIGH SCHOOL

185 E Main St, Branford, CT 06405

RFQ/P #: 1003-26

Issue Date: April 2, 2026 RFI Due Date: April 9, 2026

Submission Date: April 15, 2026

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TABLE OF CONTENTS

Section Page Number

Legal Notice 3

Section I Instructions to Respondents 4

Section II Submission Requirements 6

Section III Selection Process 8

Section IV Project Description & Scope of Services 9

Section V General Conditions 11

Exhibit A Company Information 13

Exhibit B List of Qualifying Projects 14

Exhibit C Fee Proposal 17

Exhibit D Statement of Non-Collusion 18

Exhibit E Non-debarment Acknowledgements 19

Exhibit F Conflict of Interest Certification 20

Exhibit G Insurance Requirements Acceptance 21

Exhibit H Sample Agreement between Owner & Consultant 22

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LEGAL NOTICE

FOR

ENGINEERING DESIGN SERVICES – F-WING HVAC UPGRADES

The Branford Board of Education is soliciting qualifications and proposals for a Professional Engineering firm to perform design services to complete project documents and specifications for HVAC Upgrades within the F-Wing of Branford High School located at 185 E Main St, Branford, CT.

The specific requirements of each task and required deliverables are included within this RFQ/P. The successful firm must demonstrate extensive experience in all facets of design and coordination of MEP/HVAC Projects for K-12 educational facilities, including cost estimating in accordance with the State of Connecticut DAS Office of Grants Administration (OGA) requirements. Successful experience with the State of Connecticut School Construction Grant Process is required.

Qualified firms are required to submit their response in accordance with the solicitation package requirements. Firms must comply with all municipal, State, and federal affirmative action and equal employment opportunity practices.

Sealed submissions supplying the required specifications will be received at 185 Damascus Road, Central Office, Branford, CT until 3:30PM on Wednesday, April 15, 2026. No submissions will be accepted after that date and time.

Specifications may be obtained from the Central Office, Branford Board of Education, 185 Damascus Road, Branford, CT or on the Board of Education’s website at:

www.branfordschools.org/departments/business-finance/soliciations-rfps

Branford Public Schools reserves the right to select or reject any and/or all submissions containing alternate proposals, to waive any informality in submissions and to reject any and/or all submissions or accept such submissions as shall, in their judgment, be in the best interest of the Town of Branford and Branford Board of Education.

http://www.branfordschools.org/departments/business-finance/soliciations-rfps

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SECTION I INSTRUCTIONS TO RESPONDENTS

Submission Requirements Qualifications and Proposals are due by 3:30PM on Wednesday, April 15, 2026, and may be mailed or hand-delivered to:

BRANFORD PUBLIC SCHOOLS – CENTRAL OFFICE

ATTN: BLAIZE LEVITAN

185 Damascus Road, Central Office, Branford, CT 06405

Submissions are to be in a sealed envelope or packaging labeled with the following:

“Engineering Design Services for F-Wing HVAC Upgrades at Branford High School”

Respondents are required to submit the following documents in response to this solicitation:

Qualifications Proposal & Fee Proposal- Four (4) Hard Copies and One (1) Electronic Copy on a USB Flash Drive

Selection Timeline RFQ/P Issue Date: April 2, 2026 Request for Information Deadline: April 9, 2026 Submission Date: 3:30 PM, April 15, 2026

All questions regarding this RFQ/P must be submitted in writing to Samantha D’Agostino, Project Manager – Construction Solutions Group’s email at samanthad@csgroup-llc.com by 4:00PM on Thursday, April 9, 2026.

Questions must include “RFQ/P #1003-26 - ENGINEERING DESIGN SERVICES – F-WING HVAC UPGRADES” in the subject line.

All answers will be posted as an addendum to our website, www.branfordschools.org/departments/business-finance/soliciations-rfps no later than 5:00PM on Friday, April 10, 2026. Failure to comply with these conditions will result in the Respondent waiving his/her right to dispute the qualification/proposal specifications and conditions. It is the Respondent’s responsibility to check our website for all addenda up to the day before the Submission date.

Absolutely no extensions will be granted. The selected Respondent will be expected to begin work immediately upon receipt of a letter from the Town directing the commencement of work. All firms submitting qualifications and proposals will be notified of the Owner’s decision in writing.

The Town of Branford reserves the right to reject any or all submissions, or any part thereof, or waive defects in same, or accept any submission deemed to be in the best interest of the Town of Branford and Branford Public Schools. The Town may, at its sole discretion, clarify, modify, amend, or terminate this solicitation at any time. Respondents are responsible for checking the Town or CT DAS website for any addenda to this RFQ/P, and to complete its response in accordance with the latest issued addenda.

Engineering Design Services (as hereinafter defined, “services”) shall be performed pursuant to contract noted in Exhibit H – Sample Agreement between Owner and Consultant, as negotiated and amended with the successful Respondent.

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CHRISTOPHER J. TRANBERG, PH.D.

Superintendent of Schools

BLAIZE LEVITAN

Chief Operating Officer

ALLISON K. MORAN

Assistant Superintendent of Schools

CHARLES J. CICARELLA

Chief of Student Services

185 Damascus Road, Branford, CT 06405-3717 www.branfordschools.org

203.488.7276 March 31, 2026

Dear Interested Respondents:

You are invited to submit a proposal to complete a design for HVAC upgrades at Branford High School. The attached RFQ/P specifications detail our requirements.

Respondents are urged to read all documents carefully and fill out all information requested. Proposals which are incomplete, obscure, or conditional, and which contain irregularities of any kind, will be subject to rejection for failure to comply strictly with these conditions.

Proposals must be submitted on the schedule form attached hereto. Each proposal must be submitted with four (4) copies of the proposal. Interested firms must submit proposals in a clear, concise and legible manner so as to permit proper evaluation of responsive proposals. Faxed or emailed proposals will not be accepted, however, hand delivered proposals will be accepted on Monday through Friday between the hours of 8:00 a.m.

and 4:00 p.m.

The proposals must be in a sealed envelope plainly marked:

Engineering Design Services for F-Wing HVAC Upgrades at Branford High School SUBMISSION DATE: 3:30 PM on Wednesday, April 15, 2026

RFQ/P NUMBER: 1003-26

Sealed proposals for supplying the above will be received at 185 Damascus Road, Central Office, Branford, CT until 3:30 PM on Wednesday, April 15, 2026.

Thank you for your interest, Blaize Levitan Chief Operating Officer Branford Public School http://www.branfordschools.org/

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Branford High School

SECTION II SUBMISSION REQUIREMENTS

For a Submission to be responsive to this RFQ/P it must provide ALL the following information (collectively the “Minimum Requirements”) organized as listed below:

Company Information: Complete and include Exhibit A – Company Information to provide a summary of your firm.

A. Any prior name(s) by which the firm was known and the years during which such name(s) was used.

B. Name(s) of any subsidiary or other company owned or controlled by the firm.

C. Names, titles, reporting relationships, and background and experience of the principal members of the company, including officers. Indicate which individuals are authorized to bind the company in negotiations with the Owner.

D. Describe your firm’s primary areas of service.

E. Address of principal office and office from which the Project will be managed.

F. Name, address, telephone number, and email address of the principal contact person to receive notifications and to reply to inquiries from the Owner.

G. Legal form of ownership. If a corporation, indicate where incorporated.

H. Total years in business and financial stability of the firm.

Letter of Introduction: Describe your firm’s commitment to the project and how your firm will meet or exceed expectations. Identify any factors that distinguish your firm from your competitors. Include a contact name, email, direct telephone, and address in the letter. Please clearly articulate your ability to perform all services as detailed in the Scope of Work.

Relevant /Qualifying Experience: Describe your firm’s understanding of the process and recent experiences, both successes and challenges, working with the State of Connecticut State’s DAS – Office of Grants Administration (OGA).

Provide evidence your company has performed comprehensive engineering design services for at least three (3) projects of similar size and scope. Complete and include Exhibit B – List of Qualifying Projects and confirm each project has its own reference.

Respondents must have at least 5 years' experience providing related services and be in good standing with the Board of Education/Town of Branford.

Project Team: Identify the proposed project team. List all key team members and include professional resumes, as well as a description of each person’s relevant experience. Sub-consultants shall be included within this section. Summarize relevant projects completed with each sub-consultant.

Claims & Disputes: Indicate any past claims or disputes with owners in the past five (5) years.

Fee Proposal: The Fee Proposal shall be submitted in the form of Exhibit C- Fee Proposal, attached hereto and made a part hereof (the “Fee Proposal Form”). Exhibit C also includes a section for Addendum Acknowledgement to show receipt and review of any addendum posted as part of this solicitation.

The Fee Proposal must be completed in its entirety as presented. An incomplete Fee Proposal or one that has been modified in any way shall be deemed an unresponsive Proposal, which will result in the Proposal being rejected.

Statement of Non-Collusion: Complete and include Exhibit D – Statement of Non-Collusion.

Non-debarment Acknowledgements: Complete and include Exhibit E – Non-debarment Acknowledgements.

Conflict of Interest Certification: Complete and include Exhibit F – Conflict of Interest Certification.

Insurance Requirements Acceptance: Complete and include Exhibit G – Insurance Requirements Acceptance.

Review Exhibit H - Sample Agreement between Owner and Consultant.

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The Branford Public Schools reserves the right to investigate all references and qualifications statements made by the Respondent. Upon investigation and evaluation, the Branford Public Schools may choose to reject any submission where the Respondent’s stated qualifications are such that the Respondent may not be able to perform the service in a safe and efficient manner. The Respondent is invited to provide any additional information or data that further demonstrates their experience or qualifications, and/or ensures that high quality services will be provided to the District.

Submission Instructions

Proposals must be submitted by 3:30 PM on Wednesday, April 15, 2026 to:

Blaize Levitan Chief Operating Officer Branford Public Schools 185 Damascus Road, Branford, CT 06405

Sealed submissions are due and must be received by the time and date below. No submission will be accepted after the date and time specified. Whether the Submission is sent by mail or commercial express services, the Respondent shall be responsible for actual delivery of the proposal to the Branford Public Schools before the deadline time. Submissions received after the deadline will not be considered.

All envelopes/submissions should be clearly marked:

Engineering Design Services for F-Wing HVAC Upgrades at Branford High School SUBMISSION DATE: 3:30 PM on Wednesday, April 15, 2026

RFQ/P NUMBER: 1003-26

Submission Terms: Respondents are urged to read all documents carefully and fill out all information requested.

Submissions, which are incomplete, obscure or conditional, and which contain irregularities of any kind, will be subject to rejection.

Branford Public Schools reserves the right to reject any or all submissions or to accept any submission, which appears to be in the best interest of the Board. Any submission may be withdrawn prior to the submission time and date. Any submission received after the time and date as specified will not be accepted.

Branford Public Schools shall have the right to take such steps as it deems necessary to determine the ability of the Respondent to perform the work and the Respondent shall furnish Branford Public Schools with information and data for this purpose as Branford Public Schools may request. The Board reserves the right to reject any submission where, on investigation, the evidence or information submitted by such Respondent does not satisfy Branford Public Schools and the Respondent is not deemed qualified to carry out properly the terms of the contract.

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SECTION III SELECTION PROCESS

The Public Building Commission established by the Town of Branford and Branford Public Schools will evaluate the proposals. Additional evaluators may be added to the committee based on need and experience. Proposals will be evaluated based on the following criteria:

• Pricing of the proposal (25 points)

• Respondent’s experience in providing similar services (15 points)

• Respondent’s ability to fulfill the requirements of this RFQ/P (35 points)

• Respondent’s proposed approach (25 points)

• Total 100 points

Other factors that will impact the Commission’s final selection include background and reference checks.

The administrative review and selection will be based on the selected Respondent successfully meeting the Minimum Requirements and be deemed by the Town, at its sole discretion, as the most responsible, responsive, and qualified Respondent.

The Town of Branford nor the Public Building Commission shall be under no obligation to accept a proposal if it is deemed to be in their best interest not to do so. The Branford Board of Education and the Town of Branford are not responsible for any costs incurred by any Respondent in connection with this RFQ/P.

Firms responding to this RFQ/P should be aware that the anticipated contract award is only for services listed in the following sections. The Town may, at its discretion, solicit public bids and/or RFQ/Ps for subsequent phases following approval and State grant applications.

The selected firm is expected to begin their services immediately following award of work and written notice to proceed.

The Town of Branford nor any of their respective officers, directors, employees, or authorized agents shall be liable for any claims or damages resulting from the selection, or rejection of any Submission.

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SECTION IV PROJECT DESCRIPTION & SCOPE OF SERVICES

Project Description

The Town of Branford is located in the south-central region of Connecticut along the beautiful north shore of the Long Island Sound. Comprised of 28 square miles, with a population of 28,225, Branford is one of Connecticut’s most desirable shoreline communities. Featuring an array of colonial and contemporary architecture coupled with cobblestoned sidewalks and historic light posts, Branford offers a picturesque town center and business district. The town is surrounded by natural ponds, salt marshes, a river and many hiking and biking trails. The town has a state-of-the-art library, a community center, recreational facilities, public town beaches, many public parks and more.

Nestled in neighborhoods across the community, Branford Public Schools offer a comprehensive educational experience for nearly 2,600 students from pre-kindergarten through grade 12 across six campuses.

The Town of Branford has six (6) schools within their district:

Branford High School | 185 E Main St, Branford, CT 06405 | Grades 9 to 12 Francis Walsh Intermediate School | 185 Damascus Rd, Branford, CT 06405 | Grades 5 to 8 Mary R. Tisko Elementary School | 118 Damascus Rd, Branford, CT 06405 | Grades Pre-K to 4 Mary T. Murphy Elementary School | 14 Brushy Plain Rd, Branford, CT 06405 | Grades Pre-K to 4 John B. Sliney Elementary School | 23 Eades St, Branford, CT 06405 | Grades K to 4 Indian Neck School | 12 Melrose Ave, Branford, CT 06405 | Pre-K

In June of 2025, the Town of Branford and Branford Public Schools (the “Owner”) engaged with Tecton Architects to prepare a district-wide Conditions Assessment and Master Plan to develop a 15-Year Facilities Master Plan. This Master Plan supported the Owner in evaluating capital investments required at each school and their respective priority level.

Branford High School is a part of this plan and the Town and the District have decided to complete capital projects to improve the existing building. The District anticipates the completion of a full roof replacement during the summer of 2026 in addition to upgrade the HVAC system within F-Wing.

The services for this RFQ/P focus on the completion of design services to prepare drawings and specifications required to replace the HVAC system contained within the F-Wing of Branford High School. The Owner would like the selected firm to complete a complete engineered design inclusive of project drawings and specifications to be utilized for the completion of a Pre-Bid Conformance Review (PCR) with the State of Connecticut’s Office of Grants Administration. The selected firm should also include submittal and RFI review as part of their scope of services.

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SECTION IV PROJECT DESCRIPTION & SCOPE OF SERVICES

Scope of Services / Deliverables

1. Document Preparation/Coordination

A. Completion of one (1) site visit to evaluate existing conditions and determine requirements for project documents.

o Objective: To preparation of demolition plan – inclusive of mechanical and electrical equipment.

B. Review of current building management system/controls to determine how it ties into new equipment and coordination of installation.

C. Completion of Project Documents:

o Project Drawings and Specifications for the installation of a 1 to 1 replacement of the existing system to be reconnected to existing mechanical and electrical equipment. The new system should be tied directly into the existing system as well as the BMS.

▪ Drawings and specifications should include but not be limited to the following items:

• Load calculations, capacities, & performance requirements

• Operation sequencing

• Coordination with electrical and fire alarm systems

• Coordination with existing BMS system

• Architectural components as needed due to removal and replacement of equipment o Documents should be complete in accordance with standards dictated by the State of Connecticut’s Office of Grants Administration.

▪ At minimum – documentation should include the Project Name, State Project Number, Project Date, Phase, and Project Location. This information should be included on each page of the Project Drawings and Project Manual.

o Complete cost estimate to be utilized for submission to OGA. This cost estimate should include any allowances or unit prices, if applicable for the Project.

o Verification of existing conditions and capacities to determine requirements of replacement equipment.

o Verification if existing piping and building control systems can be utilized.

o Substitutions for equipment may be accepted if they are in the best interest of the Owner and the Project.

D. Attendance at weekly project updates with the Project Team or Owner.

2. Pre-Bid Conformance Review (PCR) Meeting A. PCR Checklist – Provide all documentation required by the Design Team for the PCR Checklist.

B. Respond to comments by the OGA reviewer as applicable.

C. Attendance at the PCR Meeting and any subsequent meetings required to obtain bid approval.

3. Bidding/Contract Review

A. Prepare Project Drawings and Project Manual to be posted for bidding.

B. Review of all design-related Pre-Bid RFIs and provide responses in a timely manner.

C. Review of final contract to ensure all project requirements are met by the selected contractor.

D. Review of all contractor submittals and RFIs to ensure all selected equipment and systems meet project requirements.

4. [ALTERNATE] – Construction Administration A. Weekly site visit during construction and submission of a status report to Owner, Architect, and Project Team.

B. Oversight of equipment installation to ensure correct installation and start-up.

C. Coordinate with Commissioning Agent to address any issues that may arise during installation or start-up.

D. Prepare punch-list at the end of construction for the contractor to complete.

E. Review of close-out documentation to ensure all items the Owner will need to maintain the system are included.

Equipment Summary

• Ten (10) standard, identical Magic Aire 4-pipe water source heat pump units*

• One (1) Magic Aire Unit – Lecture Hall*

• One (1) Magic Aire Unit – Designated Area*

• Architectural components as required to remove and replace the units *Equipment should be sized to match existing applications and capacities.

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Branford High School

SECTION V GENERAL CONDITIONS

Branford Public Schools reserves the right to:

• Accept or reject any and all submissions.

• Request additional information or clarification from Respondents.

• Modify the RFQ/P schedule.

• Cancel or amend the RFQ/P at any time.

By submitting a proposal, the Respondent agrees to the terms and conditions outlined in this RFQ/P.

Additional terms & conditions:

• No amount shall be added for the Connecticut Sales Tax or any Federal Tax. The Branford Public School system is exempt from the payment of taxes imposed by the Federal Government and/or State of Connecticut. Taxes must not be included in the proposal price.

• The Respondent is required to do Employee Background Checks as imposed by Connecticut state law.

• Submissions must include the attached non-collusion affidavit.

• The Board will make determination of the acceptability of work. Work shall be completed in a responsive and professional manner and in accordance with the specifications of this RFQ/P.

• Successful Respondents shall be responsible for protection of their equipment and materials against theft, damage or deterioration on the site.

• Reasonable grounds for believing that a Respondent is interested in more than one RFQ/P and/or bid for the work contemplated will cause rejection of all submissions in which the Respondent is interested. Any or all Respondents will be rejected if there is any reason for believing that collusion exists among the respondents.

Participants in such collusion may not be considered in the future offers for the same work. Each Respondent, by submitting a response to this RFQ/P, certifies that it is not a part to any collusive action.

• The submission will remain in effect for a period of ninety (90) calendar days from the deadline or until it is formally withdrawn, a contract is executed or this RFQ/P is canceled, whichever occurs first.

• The Respondent shall acknowledge and agree that, should it be awarded the contract, it shall be solely responsible for strict compliance with all federal, state and local statutes, laws, codes, rules, regulations and ordinances, and for the procurement and maintenance of all necessary licenses and permits relating to the performance of services.

• Provisions of this RFQ/P and the contents of the successful response will be used to establish final contractual obligations. The Town retains the option of canceling the award if the successful Respondent fails to accept such obligations. The Town and the successful Respondent shall enter into a written contract for the work to be performed. It is expressly understood that this RFQ/P and the Respondent’s submission shall be attached and included by reference in the contract signed by the Town and the successful Respondent.

CONTRACT LENGTH: This Request for Qualifications and Proposals will result in services beginning immediately and should be completed by no later than June 2026. The contract will expire on December 31, 2026. Once awarded, the Respondent must make arrangements to meet with Branford Public Schools if required. It will include the option, if agreed by both parties, to extend the contract for the subsequent four (4) fiscal years. Should the selected Respondent not perform to the satisfaction of Branford Public Schools, the District may cancel the contract with 30 days’ notice.

The Respondent may be asked to extend the period of this agreement for the school if agreeable to both parties. The Respondent shall be notified in writing by BPS if Branford Public Schools intends to extend the contract period.

AWARD OF CONTRACT: The contract will be awarded by Branford Public Schools to the qualified firm or person at compensation determined to be fair and reasonable considering budgetary limitations, scope, complexity and the nature of goods and/or services. This RFQ/P and the successful Respondent submission will be incorporated into the terms of the final contract. The District will email a notice of award to a successful Respondent, and this method of communication will be considered sufficient notice of an award of the contract.

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INSURANCE REQUIREMENTS: The Respondent shall agree to maintain in force at all times during which services are to be performed the following coverages and shall name the Branford Board of Education as an Additional Insured on a primary and non-contributory basis to the Respondent’s Commercial General Liability and Automobile Liability policies. These requirements shall be clearly stated in the remarks section on the Respondent’s Certificate of Insurance. Insurance shall be written with Carriers approved in the State of Connecticut and with a minimum Best’s Rating of “A” VIII-. In addition, all Carriers are subject to approval by the Branford Board of Education and Town of Branford.

(Minimum Limits) General Liability Each Occurrence $1,000,000 General Aggregate $2,000,000 Products/Completed

Operations Aggregate $2,000,000

Excess/Umbrella Liability Each Occurrence $1,000,000 Aggregate $1,000,000

Professional Liability Each Occurrence $1,000,000 Aggregate $1,000,000

Cyber Liability (1) Each Occurrence $1,000,000 Aggregate $1,000,000

Workers’ Compensation and Employers’ Liability (2)

WC Statutory Limits

EL Each Accident $500,000 EL Disease Each Employee $500,000 EL Disease Policy Limit $500,000

If any policy is written on a “Claims Made” basis, the policy must be continually renewed for a minimum of two (2) years from the completion date of this contract. If the policy is replaced and/or the retroactive date is changed, then the expiring policy must be endorsed to extend the reporting periods for claims for the policy in effect during the contract for two (2) years from the completion date.

Original, completed Certificates of Insurance must be presented to the Board of Education prior to purchase order/contract issuance. Respondent agrees to provide replacement/renewal certificates at least 30 days prior to the expiration date of the policies. Should any policy be cancelled for nonpayment of premium, 10 days written notice must be provided to the Board of Education. Should any of the policies be cancelled for other reasons, limits reduced or, coverage altered, 30 days written notice must be given to the Board of Education.

Notes

(1) Cyber Liability is required if Contractor is on Town’s network or houses School/Town information on their network.

(2) Workers Compensation is required if employees come onto School/Town property.

HOLD HARMLESS REQUIREMENTS: The Respondent shall, at all times, indemnify and save harmless the Branford Board of Education/Town of Branford, its officers, agents, and servants on account of any and all claims, damages, losses, litigation expense, counsel fees and compensation arising out of injuries (including death) sustained by or alleged to have been sustained by the public, any or all persons affected by the contractor’s work, or by the contractor, any subcontractor, material, men or anyone directly or indirectly employed by them or any one of them while engaged in the performance of this contract. The Branford Board of Education shall be named as an additional insured on said policy of public liability insurance to cover all claims against the Board of Education arising out of said contract.

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EXHIBIT A: COMPANY INFORMATION

FOR

ENGINEERING DESIGN SERVICES - F-WING HVAC UPGRADES

Firm Name

Address

City

State / Zip Code

Telephone / Email Address

Website

Authorized Signature

Print Name Title

State of CT Taxpayer ID #

Federal Taxpayer ID #

Incorporated in the state of

Corporate Seal YES or NO

Item Description Response

A Prior name(s) by which firm was known and the years during which such name(s) was used.

B Name(s) of any subsidiary or other company owner or controlled by the firm.

C

Names, titles, reporting relationships, and background and experience of the principal members of the company, including officers.

Indicate which individuals are authorized to bind the company in negotiations with the Owner.

D Describe your firm’s primary areas of service.

E Address of principal office and office from which the Project will be managed.

F

Name, address, telephone number, and email address of the principal contact person to receive notifications and to reply to inquiries from the Owner.

G Legal form of ownership. If a corporation, indicate where incorporated.

H Years engaged in engineering services under its present name.

I Total years in business and financial stability of the firm.

AWARD/CONTRACT SIGNATURE

The Respondent shall indicate below, the full name, title, and the complete mailing address of the authorized person (i.e., officer of the company) who will sign the contract (if applicable) for this procurement:

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EXHIBIT B: QUALIFYING PROJECTS

City State Zip Code

PROJECT # 1

Project Name

Project Location

Project Phase ☐ Preconstruction ☐ Construction ☐ Punchlist ☐ Closeout *Check pertinent project phase.

Completion Include actual or estimated date of completion of services (month and year).

Budget Total Cost: ______________________________________________________________________

Construction Cost: ______________________________________________________________

Change Order Cost: ______________________________________________________________

Final Cost at Closeout (if applicable): ______________________________________________

Work Performed Include a brief description of services provided including but not limited to roles/responsibilities, project features, challenges, and whether project was completed on time and within budget, etc.

Reference Name: _______________________________________________________________ Phone Number: _________________________________________________________ Email: __________________________________________________________________

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PROJECT # 2

Project Location

Project Phase ☐ Preconstruction ☐ Construction ☐ Punchlist ☐ Closeout *Check pertinent project phase.

Completion Include actual or estimated date of completion of services (month and year).

Budget Total Cost: ______________________________________________________________________

Construction Cost: ______________________________________________________________

Change Order Cost: ______________________________________________________________

Final Cost at Closeout (if applicable): ______________________________________________

Work Performed Include a brief description of services provided including but not limited to roles/responsibilities, BRAN – Town of Branford & Branford Public Schools P a g e | 16

PROJECT # 3

Project Location

Project Phase ☐ Preconstruction ☐ Construction ☐ Punchlist ☐ Closeout *Check pertinent project phase.

Completion Include actual or estimated date of completion of services (month and year).

Budget Total Cost: ______________________________________________________________________

Construction Cost: ______________________________________________________________

Change Order Cost: ______________________________________________________________

Final Cost at Closeout (if applicable): ______________________________________________

Work Performed Include a brief description of services provided including but not limited to roles/responsibilities, BRAN – Town of Branford & Branford Public Schools P a g e | 17

Branford High School

EXHIBIT C: FEE PROPOSAL

REQUEST FOR QUALIFICATIONS / PROPOSALS

City State

Zip Code

ITEM FEE

ITEM 1 Document Preparation / Coordination

ITEM 2 Pre-Bid Conformance Review (PCR) Meeting

ITEM 3 Bidding / Contract Review

TOTAL FEE – Items 1, 2, & 3:

ITEM 4 ALTERNATE – CONSTRUCTION ADMINISTRATION

TOTAL FEE – Items 1, 2, 3, & 4:

HOURLY RATES

Please input hourly rates for the roles proposed as part of your RFQ/P Response.

Role Hourly Rate

Cost for Each Additional Site Visit

The signatory below acknowledges receipt of the above addenda issued during the RFQ/P solicitation period and understands they are a part of the solicitation documents.

ADDENDUM ACKNOWLEDGEMENT

ADDENDUM # DATED

Submitted By:

Name Title

Signature Date

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Branford High School

EXHIBIT D: Statement of Non-Collusion

REQUEST FOR QUALIFICATIONS / PROPOSALS

FOR

ENGINEERING DESIGN SERVICES - F-WING HVAC UPGRADES

By submission of this response, respondent and each person signing on behalf of respondent certifies, and in the case of joint submission, each party thereto certifies as to its own organization, under penalty of perjury, that to the best of their knowledge and belief:

[1] The prices of this submission have been arrived at independently, without collusion, consultation, communication, or agreement, for the purposes of restricting competition, as to any matter relating to such prices with any other Respondent or with any competitor;

[2] Unless otherwise required by law, the prices which have been quoted in this submission have not been knowingly disclosed by the Respondent and will not knowingly be disclosed by the Respondent prior to opening, directly or indirectly, to any other Respondent or to any competitor; and [3] No attempt has been made or will be made by the Respondent to induce any other person, partnership or corporation to submit or not to submit a response for the purpose of restricting competition.

A submission shall not be considered for award nor shall any award be made where (1), (2), (3) above have not been complied with; provided, however, that if in any case the respondent(s) cannot make the foregoing certification, the respondent shall so state and shall furnish below a signed statement which sets forth in detail the reason therefore, where (a) (1), (2) and (3) above have not been complied with, the submission shall not be considered for award nor shall any award be made unless the head of the purchasing unit of the political subdivision, public department, agency or official thereof to which the submission is made, or his designee, determines that such disclosure was not made for the purpose of restricting competition.

The fact that the respondent (a) has published price lists, rates or tariffs covering items being procured, (b) has informed prospective customers of proposed or pending publication of new or revised price lists for such items, or (c) has sold the same items to other customers at the same prices being submitted, does not constitute, without more, a disclosure within the meaning subparagraph one (a).

Any submission hereafter made to any political subdivision of the state of any public department, agency or official thereof by a corporate respondent for work or services performed or to be performed or goods sold or to be sold, where competitive RFQ/P is required by statute, ruled, regulation, or local law, and where such submission contains the certification referred to in subdivision one of the section, shall be deemed to have been authorized by the board of directors of the respondent, and such authorization shall be deemed to include the signing and submission of the response and the inclusion therein of the certificate as to non-collusion as the act and deed of the corporation.

By signing below, the undersigned acknowledges reviewing and understanding the Non-Collusion statements contained herein and confirms compliance with the contents:

AUTHORIZED SIGNATURE:

PRINT NAME:

COMPANY NAME:

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Branford High School

EXHIBIT E: NON-DEBARMENT ACKNOWLEDGEMENT

REQUEST FOR QUALIFICATIONS / PROPOSALS

FOR

ENGINEERING DESIGN SERVICES - F-WING HVAC UPGRADES

INITIAL THOSE STATEMENTS THAT APPLY

_______ I acknowledge that my firm has NO pending litigation and/or debarment from doing business with the State of Connecticut or any of its subordinate government units and/or federal government within the past five (5) years.

_______ I acknowledge that my firm has pending litigation or has been debarred from doing business with the State of Connecticut or any of its subordinate government units and/or federal government, within the past five (5) years. If so, please provide an attachment describing the pending litigation or debarment.

_______ I acknowledge none of this company's officers, directors, partners, or its employees have been convicted of bribery, attempted bribery, or conspiracy to bribe under the laws of any state or federal government; and that no member of the Board of Education of the Branford Public Schools, Administrative or Supervisory Personnel, or other employees of the Board of Education has any interest in the Respondent company except as follows:

As the duly authorized representative of the Respondent, I hereby certify that the above information is correct and that I will advise Branford Public Schools should there be a change in status.

By (Signature)

Name and Title

Witness Name and Title

BRAN – Town of Branford & Branford Public Schools P a g e | 20

Branford High School

EXHIBIT F: CERTIFICATE REGARDING CONFLICT OF INTEREST

REQUEST FOR QUALIFICATIONS / PROPOSALS

FOR

ENGINEERING DESIGN SERVICES - F-WING HVAC UPGRADES

The Respondent is required to certify that performance of the work will not create any conflicts of interest or is required to disclose any actual or potential conflicts of interest by completing and signing one of the following statements, as it pertains to Branford Town Code, which states, “ No individual holding a public office in the Town or who is employed by said Town shall be permitted to furnish trucks, equipment or supplies to the Town unless such trucks, equipment or supplies cannot be secured elsewhere in said Town.”

The Respondent hereby certifies that to the best of its knowledge and belief, and in accordance with Branford Town Code and as described in the Scope of Work/Requirements section of this RFQ/P, will not create any conflicts of interest for the Respondent, any affiliates, any proposed subconsultants, and key personnel of any of these organizations.

AUTHORIZED SIGNATURE

NAME AND TITLE

DATE

COMPANY NAME

OR

The Respondent hereby discloses the following circumstances that could give rise to a conflict of interest for the Respondent, any affiliates, any proposed subconsultants, and key personnel of any of these organizations. (Attach additional sheets as needed.)

Name of the Individual/Company/Town/Entity to which potential conflict of interest might apply:

Nature of potential conflict of interest:

Proposed Remedy:

AUTHORIZED SIGNATURE

NAME AND TITLE

DATE

COMPANY NAME

BRAN – Town of Branford & Branford Public Schools P a g e | 21

Branford High School

EXHIBIT G: INSURANCE REQUIREMENTS ACCEPTANCE

REQUEST FOR QUALIFICATIONS / PROPOSALS

FOR

PLEASE NOTE:

THIS PAGE MUST BE RETURNED WITH YOUR SUBMISSION. FAILURE TO DO SO MAY RESULT IN YOUR SUBMISSION BEING REJECTED.

Please take the insurance requirements of the Contract to your agent/broker immediately upon receipt of the RFQ/P documents to determine your existing coverage and any costs for new or additional coverage required for the work noted in this RFQ/P. Any submissions with deficient insurance requirements will be rejected. The firm who is awarded the Project must return the compliant certificate of insurance form within two (2) weeks from the date on the award letter.

STATEMENT OF RESPONDENT:

I have read the insurance requirements for this work and have taken the documentation to my insurance agent/broker. The submission cost reflects any additional costs relating to insurance requirements for this work.

Authorized Signature Date

Name & Title

BRAN – Town of Branford & Branford Public Schools P a g e | 22

EXHIBIT H: SAMPLE CONTRACT

FOR

SAMPLE SERVICE PROVIDER AGREEMENT

This Service Provider Agreement (hereinafter the “Agreement”) is made by and between the Branford Board of Education (the “Board”) and [INSERT

RESPONDENT’S NAME] (the “Provider”), together, the “Parties,” and each a “Party.”

WHEREAS, the Board and the Provider enter into this Agreement so that the Provider may provide the services described in Appendix [#] hereto, which is incorporated herein by reference; and

WHEREAS, in connection with the Provider’s obligations under this Agreement, persons employed by the Provider may perform a service for the

Board involving direct student contact (together, the “Provider Employees,” and each a “Provider Employee”);

NOW THEREFORE, the parties agree as follows:

1. Term. The term of this Agreement shall be completed in full on or before [INSERT DATE] with the option to extend the contract if agreeable to both parties for the 2026-2027,2027-2028, and 2028-2029 school years (the “Term”).

2. Independent Contractor. Subject to the terms and conditions of this Agreement, the Board hereby engages the Provider as an independent contractor to perform the services set forth in

Appendix [#] , and the Provider hereby accepts such engagement. It is the express intention of the parties that the Provider is an independent contractor and not an employee, agent, joint venture, or partner of the Board. Nothing in this Agreement shall be interpreted or construed as creating or establishing the relationship of employer and employee between the Board and the Provider or any employee or agent of the Provider. Both Parties acknowledge that the Provider is not an employee for federal or state tax purposes. The Provider will not be eligible for any Board employee benefits. Further, the Provider waives any claims against the

Board for benefits provided to its employees during any period in which the Provider may be determined to be a common law employee or some other designation and not an independent contractor. The Provider acknowledges that it makes this waiver knowingly and voluntarily. The Board shall not be responsible for withholding taxes with respect to the Provider’s compensation hereunder and/or pursuant to the provisions of Appendix [#]. The Provider shall have no claim against the Board hereunder or otherwise for vacation pay, sick leave, retirement benefits, social security, workers’ compensation, health or disability benefits, unemployment insurance benefits, or employee benefits of any kind. The Board will not be liable for any obligations incurred by the Provider, including, without limitation, unpaid minimum wages and/or overtime premiums.

3. Services and Compensation. The Provider’s services and compensation shall be as set forth in Appendix [#] and Appendix [#], which may be amended in writing from time to time, or supplemented with subsequent estimates for services to be rendered by the Provider and agreed to in writing by the Board, and which collectively are incorporated herein by reference. The Board must receive a fully executed Agreement from the Provider before payment can or will be made under this Agreement to the Provider. The Board will not be responsible for any additional services and/or charges not specified in this Agreement and/or

Appendix [#] and Appendix [#]. Once the Agreement has been received by the Board, payments to the Provider shall be processed thirty (30) days from the Board’s receipt of an accurate, detailed invoice for services provided in the prior month. Detailed invoices must include the nature of the services, the rate(s) for services, the date(s) of services, the number of hours of services, and the location where services were provided. Invoices submitted by the Provider must be addressed to Branford Public Schools Central Office. The hours of services may not exceed the hours specified in Appendix [#] without advance written permission from the Chief

Operating Officer. The Parties agree that payment to the Provider shall be conditioned on the proper delivery of services described in Appendix [#] and Appendix [#].

4. Provide Representations. The Provider represents that the Provider will exercise independent judgment and discretion in providing the services under this Agreement. The Provider acknowledges that it shall be responsible for the methods and means for fulfilling its obligations under this Agreement. The Provider represents that the Provider and/or its officials, employees, and/or agents have the qualifications and ability to perform the services for which the Provider is contracting. The Provider represents that the Provider and/or its officials, employees, and/or agents have all necessary certifications, licenses, and/or registrations and have performed the offered services for others in the past. Upon the Board’s request, prior to services commencing, the Provider must

BRAN – Town of Branford & Branford Public Schools P a g e | 23

Branford High School provide a complete resume and proof of current certifications, licenses, and/or registrations, if applicable, for the Provider and/or any official, employee, or agent of the Provider performing services under this Agreement.

5. Performance of Duties. The Provider shall perform its duties in accordance with the currently approved methods and standard practices of the profession and according to the code of ethics of the Provider’s professional organization.

6. Ownership of Data/Information. The Provider acknowledges that the Board owns any data, documents, materials, and information provided to it by the Board and the data and other information obtained and/or created by the Provider in connection with the Provider’s services pursuant to this Agreement regarding the Board, the Branford Public Schools, and/or any student(s) enrolled in the Branford Public Schools. All data, documents, materials, and information provided to the Provider by the Board and/or obtained and/or created by the Provider in connection with the Provider’s services pursuant to this Agreement shall be returned to the Board upon the termination of this Agreement. The provisions of this Paragraph 6 shall survive the termination or expiration of this Agreement.

7. Background and Employment History Checks. For each Provider Employee who performs services for the Board involving direct student contact, the Provider shall ensure compliance with the following background and employment history checks:

a. The Provider shall perform, and the Provider Employee shall submit to, employment history checks in accordance with

Section 10-222c of the Connecticut General Statutes, as amended by Public Acts 16-67 and 17-68. The Provider expressly agrees that, in performing such employment history checks, it shall comply with the procedures and obligations set forth in Appendix [#] hereto.

b. The Provider shall perform, and the Provider Employee shall submit to, a records check of information maintained on the

Abuse and Neglect Registry of the Connecticut Department of Children and Families (the “Registry”) or, for any

Provider Employee whose current or most recent employment occurred out of state, the out-of-state equivalent of the

Registry. The Provider shall request information from the Registry or its out-of-state equivalent promptly, and in any case no later than thirty (30) calendar days from the date the Provider Employee begins performing services for the Board pursuant to this Agreement. If the Provider receives any information from the Registry or its out-of-state equivalent indicating that the Provider Employee may have a record of abuse or neglect, the Provider shall immediately forward such information to the Board.

c. The Provider shall perform, and the Provider Employee shall submit to, state and national criminal records checks in accordance with Sections 10-212 (where applicable), 10-221d, and 29-17a of the Connecticut General Statutes. Each

Provider Employee shall submit to such state and national criminal record checks within thirty (30) calendar days from the date such Provider Employee begins performing services for the Board pursuant to this Agreement. If the Provider receives any information indicating that the Provider Employee may have a criminal record, the Provider shall immediately forward such information to the Board.

d. The Provider shall cross-reference the Connecticut Department of Public Safety’s sexual offender registry, or, for any

Provider Employee whose current or most recent employment occurred out of state, the out-of-state equivalent of the

Connecticut…