GDC_164A_Cx RFQ_Two_Step.pdf

Georgia State Financing & Investment Commission

Request for Qualifications RFQ No. GDC-164A-CxA

(Step I)

And

Request for Proposal (Interview) (Step II)

To Provide Building Commissioning Services for

Project No. GDC-164A

Autry State Prison Campus Wide Upgrades Pelham, Georgia

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TABLE OF CONTENTS

I. PROJECT FACT SHEET

II. RFQ OVERVIEW

1. GENERAL PROJECT INFORMATION

2. COMMISSIONING AGENT TASKS

3. PROCUREMENT PROCESS

4. TERMS

III. REQUEST FOR QUALIFICATIONS (RFQ)

1. QUESTIONS

2. MINIMUM QUALIFICATIONS

3. EVALUATION CRITERIA

4. STATEMENT OF QUALIFICATIONS CONTENTS

5. SUBMITTAL OF STATEMENTS OF QUALIFICATIONS

6. FINALIST NOTIFICATION

IV. REQUEST FOR INTERVIEWS

1. QUESTIONS

2. INTERVIEW INFORMATION

3. CRITERIA FOR EVALUATION

IV. EXHIBITS

1. Exhibit A – Certification Form

2. Exhibit B – Contractor Affidavit Under O.C.G.A §13-10-91(b)(1)

3. Exhibit C – Disclosure Statement

4. Exhibit D – Commissioning Item Checklist

I. PROJECT FACT SHEET

For GDC-164A Autry State Prison Campus Wide Upgrades

Pelham, Georgia

The following Schedule of Events represents the Owner’s best estimate of the schedule that will be followed. All times indicated are prevailing times in Atlanta. The Owner reserves the right to adjust the schedule as the Owner deems necessary.

STEP I

Date Time Activity

12/11/2024 --- RFQ/RFP issued

12/18/2024 2:00 PM Deadline for written questions

1/8/2025 2:00 PM Statement of Qualifications Due

1/15/2025 10:00 AM Evaluation of Qualifications

STEP II

1/15/2025 TBD Announcement of finalist firms

1/22/2025 2:00 PM Deadline for written questions 1/28/2025 TBD Finalist Interviews

Jeff Lacks, Director Procurement Services e-mail: jeff.lacks@gsfic.ga.gov 770-550-3774 or 404-463-5740

Upload one (1) electronic copy of the complete package in .pdf format onto the GSFIC / Egnyte ftp site by selecting this link: https://gsfic.egnyte.com/ul/pNZmp64ims and following the upload instructions provided below.

Click on the provided link above, when the page opens, enter name, email address, and company name, click “Continue.”

Drag and drop your file or click the “Browse” button to select a document from your computer. You should see an upload progress bar and when it gets to 100% the upload is complete.

PROCUREMENT CONTACT

EGNYTE UPLOAD

INK

https://gsfic.egnyte.com/ul/pNZmp64ims

II. RFQ OVERVIEW

The Georgia State Financing and Investment Commission (GSFIC), as “Owner”, on behalf the Georgia Department of Corrections (“Using Agency” or ''GDC''), is seeking firms interested in providing building commissioning services for a project known as Project No.GDC-164A Autry State Prison Campus Wide Upgrades.

1. GENERAL PROJECT INFORMATION

Project Background:

Autry State Prison, also known as Jimmy Autry State Prison, is a medium-security state prison located in Mitchell County at 3178 Mount Zion Church Rd, Pelham, Ga 31779. It was constructed in 1992 and houses approximately 1,698 adult male felons. The facility includes open dormitories with bunks and a separate building for protective custody and segregation inmates.

Project Description This project represents a significant overhaul of essential mechanical system infrastructure, specifically tailored for the modernization and enhancement of facility operations. In addition to the mechanical systems to be overhaul, the project scope also includes the renovation of the existing Dining Hall and the construction of a new Kitchen to replace the existing kitchen. Roofs on the majority of buildings will be replaced and the project scope could include some window replacement and glazing. The prison will remain operational during the project and the scope of work to be completed will require phasing due to the housing units being partially occupied. The scope will impact on some level the buildings listed below:

(See the aerial map of the Autry State Prison facility on the next page of this RFQ)

• A Building – Admin

• B Building – Support

• D,E, F, G, H, J, K, L – dorms

• M Building – Medical

• Front Entry

• Rear Gate

• GCI Plant (boots)

• Pharmacy

• Fire Station (2 buildings)

• Maintenance

• Vehicle Shop

• Warehouse

• Kitchen & Dining Areas to undergo renovations

Key components of the project scope include a new boiler and chiller plant, the installation of facility-wide air handling units, exhaust fans, and control systems and the integration of three new chillers.

• Similar equipment swap for AHU and Chillers

• In Existing Central Plant, complete piping rework to integrate new equipment

• Replace existing boilers with new, smaller boilers with associated piping re-work

• Controls as needed to integrate new systems and equipment

To ensure an uninterrupted power supply, integration of a campus-wide generator and transfer switch are required. The scope will also include the replacement of an existing generator with a new generator providing capacity for 100% emergency power capable of services the entire campus.

The project will include the replacement of an existing vertical grinder system with a new horizontal auger grinder station to bolster sewage handling capabilities.

GDC is interested in expediting the design schedule for the project and has targeted a design duration of no more than six months ensuring the timely and efficient delivery of project milestones. It is anticipated the design team will develop various early release packages and phased drawing component packages to support the targeted design schedule including, but not limited to, early package(s) for long lead items, requiring the entire project team to be actively engaged during the preconstruction process.

The project scope will include, but is not necessarily limited to the following:

1. Boiler/ Chiller Plant for the A & B buildings

a. 180-degree heating water boilers/controls

i. Chemical treatment

ii. Pad-mounted expansion tank and new air separator

iii. Piping to the ahu mechanical rooms for A & B buildings

b. New centrifugal chiller/cooling tower/controls

i. Chemical treatment

ii. Redundant Evap & Cond Pump, pad-mounted expansion tank, and new air separator

iii. Emergency pipe connections for rental equipment

c. 150 degrees Domestic hot water heaters/controls

i. Only for B support building

ii. Mixing valves where needed (B)

iii. Emergency pipe connections for rental equipment

d. Water softener and filtration system for makeup water to boiler/chiller plant.

e. Removal of all existing boilers and heat exchangers and other items associated with the old system including piping, electrical devices, panels, hardware, etc.

2. Underground Loop Systems for A and B buildings

a. Heating water supply/return

b. Chilled water supply/return

c. Chilled water and heating water shall be continuous from the boiler/chiller plant to each AHU.

This includes above-ceiling work.

3. Mech AHU’s Buildings A, B, C, D, E, F, G, H, J, K and L

a. AHU/Control Replacement in each building.

b. Some Dorm Buildings only have heat

c. Replacement of all end terminal devices for these buildings (if applicable) or add new end terminal devices to multi-zone AHU’s.

d. Replacement of all exhaust and supply ventilation fans

e. Chiller at K and L building to feed the new AHUs or Direct Outside Air Systems. One chiller per building.

4. Sewage Auger/Grinder and Channel

a. Horizontal sewage auger/grinder and channel

5. Campus-Wide Generator

a. Campus-wide generator outside of the perimeter fence

b. If buildings K and L are on a separate power feed, they may need to have their own generator.

6. New Kitchen Facility and Renovation of Dining Areas:

The Cx scope will include the new 13,300 SF kitchen and 5,100 SF dining areas that will be renovated and will include the new vent hoods & associated fans and HVAC systems serving the kitchen/dining areas.

7. Window/Glazing (optional service) The owner may elect to include building envelope Cx services related to the replacement of windows and glazing on the front of housing units.

8. Roof Replacements (optional service)

The owner may elect to include building envelope Cx services of the roofs being replaced on buildings A, B, D, E, F, G, H, J, K, L, M, GCI, Front Entry, Back Gate, Maintenance 1&2, Fire Station 1&2, Warehouse, Storage, and Pole Barn. The total area of roof to be replaced is approximately 345,215 SF of surface. The roofs will be a combination of TPO and standing metal seam roofs.

TAB (Testing, Adjusting, and Balancing) Services The commissioning services team should include a TAB Service Provider that will be retained and managed as part of the Commissioning Service Provider’s team to conduct Pre-TAB assessments of existing water and air systems as well as construction phase TAB services. The Pre-TAB scope will be investigative in nature and will not initially include making any adjustments to the systems being assessed. The Owner may elect to engage the TAB Service Provider to make adjustments to systems which address deficiencies identified during the assessment. The TAB Services Provider should have a current NEBB or AABC certification or accreditation from other nationally recognized TAB organizations.

While not necessarily limited to or inclusive of, for each system assessed, the following should be documented on standardized industry approved test forms:

1. Traverse of main supply, return, and outside air ductwork entering and leaving mechanical room(s). Multi-Zone air handling units or terminal units will require traverse of each zone supply and return.

2. Static pressure profile documenting pressure drop each major section of air handling units and roof top units.

3. Temperature and relative humidity readings from an independent device in each section of the air handling units and at entering and leaving locations on heating and cooling coils. Proof of current device calibration will be included with the report.

4. Inlet and outlet pressure readings for all pumps at minimum and maximum speeds.

5. Flow at minimum and maximum speeds for each pump.

6. Total dynamic head, motor horsepower, and brake horsepower for each pump.

7. Temperature and flow at each new boiler and chiller added under this project scope.

Project Delivery Method:

The delivery method for this Project will be construction manager at-risk (CM/GC), and, at a minimum, will employ the services of a Design Professional and a Commissioning Agent, in addition to the services of a

CM/GC.

Project Budget The preliminary Stated Cost Limitation (SCL) or construction cost of the Project scope to be commissioned is estimated at $30,000,000 without the optional roof and window components (see breakdown below)..

The final SCL may be revised by the Owner due to final programmatic requirements, funding availability or other circumstances.

Campus-wide Mechanical System Upgrades $18,000,000 New Kitchen Facility & Kitchen Equipment $12,000,000 Envelope Improvements (roofs & windows) $ 6,000,000 (Optional service)

Project Schedule The CxA’s services are anticipated to commence February of 2025. Demolition of the existing kitchen is expected to start in February 2025 with renovation of the Dining Hall targeted to get underway early in 2025.

Modifications to the West Campus are targeted to begin in July of 2025 with East Campus modifications beginning by January of 2026, and the generator installation beginning around May 2026.Construction for the entire project is estimated to be a 20-month duration to reach material completion. (Note: All of the dates indicated in this section are estimates and as such are subject to change.)

Sustainable Approach The project will incorporate the requirements of the Energy Efficiency & Sustainable Construction Act of 2008 (O.C.G.A. 50-8-18) and it is the desire of the Owner to incorporate sustainable design and construction concepts in the project where feasible to do so. Further, Georgia Peach certification is required with commissioning.

Owner’s Project Management Program (e-Builder) CxA shall be required to use the Owner’s free Project Management Program, E-Builder, for contract administration processes including, but not limited to, Requests for Information, Change Orders, Payment Applications, Notices of Non-Compliance and Incumberance Records.

Contract Information The contract for Building Commissioning Services will be the GSFIC Building Commissioning Services Agreement. The agreement can be located on the Georgia State Financing and Investment Commission’s website:

https://gsfic.georgia.gov/doing-business-gsfic/construction-agreements-agency-request-form

Firms are encouraged to review and become familiar with the terms and conditions of this agreement.

Firms participating in this procurement process agree to execute the GSFIC contract form without modification.

2. COMMISSIONING AGENT TASKS

The Owner desires commissioning for the project to ensure that all systems including the building envelope are complete and will function properly when installed or constructed and that the facility staff has adequate system documentation and training.

Specific requirements of the Commissioning process and responsibilities, duties, and obligations of the Commissioning Authority (CxA) team are described herein, Commissioning Tasks. To accomplish these tasks, the CxA shall be required to coordinate their activities with other entities.

The Commissioning process does not take away from or reduce the responsibility of the Design Professional to provide a finished and fully functioning product. It is noted that the services of the Design Professional or Construction Professional and various subcontractors are NOT provided for under this Scope of Work and the CxA is not responsible for providing their services.

The CxA will not be responsible for design concept, design criteria, compliance with codes, design, or general construction scheduling, cost estimating, construction management, or construction supervision.

The CxA may assist the Design Professional with design issues or problem solving, but ultimate responsibility for meeting the project objectives and requirements resides with the Design Professional.

https://gsfic.georgia.gov/doing-business-gsfic/construction-agreements-agency-request-form

For the purposes of this RFQ, commissioning tasks are separated into two phases. The first phase shall consist of the development of the Owner’s Project Requirements document by the CxA and Review of the DP’s Basis of Design information to ensure consistency with the OPR. The second phase services shall consist of all tasks identified beyond the OPR and BOD documents. Typically, the Owner will contract with the CxA for the first phase and then at the Owner’s sole discretion, will negotiate for phase two services and if agreeable, amend the CxA contract to include those additional services.

2.1 PHASE ONE TASKS

• PRE-TAB ASSESSMENT – Conduct Pre-tab assessments of existing systems (see TAB Services defined under the Project Description of this RFQ)

• Develop Owner’s Project Requirements (OPR) per the ASHRAE Standard 202-2018

• Review Owner’s Project Requirements for completeness and clarity

• Review the DP’s Basis of Design (BOD) information and ensure consistency with OPR.

The Pre-tab Assessment of existing systems should result in the documentation of existing conditions defined as TAB Services under the Project Description of this RFQ. A copy of the Pre-TAB assessment report should be provided to the Owner and DP for review during the design phase.

The OPR should contain the following items: general project information (size and schedule), training operations and maintenance requirements, building space and occupancies summary, and building performance criteria (energy, materials and resources, and indoor air quality).

The BOD information will be used to satisfy the OPR. The BOD should include an overview of building systems, summer and winter design conditions (interior and exterior), HVAC system selection, utilities, lighting, code and life safety requirements, budget and special systems (pure water, air, etc.)

2.2 PHASE TWO TASKS

The following tasks (for MEP Systems and Building Envelope) will be accomplished by the CxA to provide Commissioning during the following phases of the project: (All tasks listed are Georgia (Peach) Required).

DESIGN PHASE

• Conduct a Design Phase Cx kickoff meeting.

• Develop preliminary Commissioning Plan, provide DP with draft.

• Coordinate with the Design Professional to incorporate commissioning specifications/requirements into the construction documents.

• Conduct Cx design reviews of drawings and specs at phases determined by Owner.

• Create commissioning deficiencies / issues log to be updated throughout Cx.

• Complete checklist verifying that CxA has received the latest version of design documents.

CONSTRUCTION PHASE

• Conduct a Construction Phase Cx kickoff meeting.

• Update commissioning plan as necessary

• Review contractor submittals applicable to systems being commissioned.

• Develop Construction checklists for equipment and systems to be commissioned.

• Develop functional test procedures and documentation formats for all commissioned equipment and systems.

• Develop and maintain site observation reports.

• Prepare Cx progress reports.

• Hold construction phase Cx meetings in conjunction with construction progress meetings (OAC meetings)

• Maintain Cx deficiencies / issues log.

• Verify Cx deficiency corrections.

• Review Requests for Information (RFI’s) and changes for impacts on Cx

• Review completed copies of factory or contractor provided pre-start up and start up test forms.

• Perform on-site validation of successful completion of Functional Performance Test (FPT)

• Maintain record of functional testing

• Perform the Testing, Adjusting, and Balancing (TAB) services for completeness and accuracy in accordance with contract documents.

• Provide Initial and Final TAB report for review.

• Cx to perform verification of the TAB Report. Revise and resubmit TAB Report, if required.

• Review Operation & Maintenance (O&M) manuals, as-built documentation, and training documentation

• Perform installation and walk-thru and prepare observation reports.

• Review equipment warranties

• Review and participate in contractor provided training program for agency maintenance personnel.

• Verify that requirements for staff training are complete.

• Develop a system manual for commissioned systems.

• For Envelope Cx the following activities will apply:

Review of building envelope mock-ups (roof, skin, windows, etc) Observe or conduct envelope tests (water, sealant tests, wind load, etc.)

Attending installation meetings as needed (pre-roof, curtain wall, exterior skin, etc.)

Conduct envelope inspections and prepare observation reports during installation.

OCCUPANCY AND WARRANTY

• Complete final Cx issues log that includes resolved and unresolved issues.

• Address concerns with operating facility and staff

• Verify the installation and performance of all commissioned systems no later than 10 months after material completion of the project (Complete and submit checklist form, click link below for sample form) http://web01.spo.ga.gov/construction/CommissioningGuidelines/ChecklistForm.pdf

• Complete final Cx Report (Final Commissioning Report to contain all relevant information, correspondence, tests, data, findings, and summary for the entire project. Typical reports include an executive summary, Cx plan, Cx specifications, issues log and other logs, updates, design reviews, submittal reviews, site observations, TAB reports, history of training, and reports for each commissioned system.) (Sample executive summary provided in the GSFIC Commissioning Guide.)

• Coordinate or witness deferred and seasonal testing and balancing (typically two seasons)

2.3 SYSTEMS TO COMMISSION

Those systems and equipment to be included in the commissioning providers scope are reflected in the GSFIC COMMISSIONING ITEM CHECKLIST, attached as Exhibit D to this RFQ.

2.4 OWNER’S DOCUMENTATION

The documentation (reports) submitted to the Owner shall be in electronic form. Documentation refers to all correspondence (letters, memos, observations, etc.) all test reports and all Test and Balance Reports.

The actual scope of services could vary from the tasks listed above and communicated to eligible firm(s) prior to actual agreement. The Owner will provide additional details and a list of general duties required in Commissioning Services for this Project to eligible finalists.

3. PROCUREMENT PROCESS

Selection of the Commissioning Agent will be a two-step process based upon the CxA’s qualifications and interview, as determined by a Selection Committee.

Step I - Request for Qualifications The selection process starts with the Request for Qualifications (“RFQ”). Interested firms shall submit Statements of Qualifications. Firms meeting the Minimum Qualifications outlined in the RFQ will have their Statements of Qualifications reviewed by Selection Committee consisting of representatives of the Using Agency, GSFIC, and possibly a third-party representative (i.e., another state representative, program manager, etc.). The Selection Committee shall score each Statement of Qualifications to determine the shortlisted firms.

Step II - Interview / Presentation The Owner may elect to interview one or more finalist(s) and shall notify finalist(s) in writing of the place and time for the interview session. Detailed interview instructions and requirements of the finalists will be provided in the Finalist Notification. All members of the Selection Committee will be present during all of the presentations and interviews. Firms shall not address any questions, prior to the interview, to anyone other than the designated Procurement Services Department representative.

4. TERMS

All respondents to this RFQ are subject to instructions communicated in this document and additional terms and conditions contained herein.

Restriction of Communications From the issue date of this (RFQ) solicitation until the final selection is announced, proposers are not allowed to communicate FOR ANY REASON regarding this project with any members of the Selection Committee except communications allowed or required during the solicitation process. Proposers are further prohibited from communicating with GSFIC, the Using Agency, the End-User, or the Architect, REGARDING THIS RFQ OR THIS PROJECT except for communications with the GSFIC Procurement Representative. All questions regarding this RFQ should be directed to the Procurement Representative.

For violation of this provision, the Owner reserves the right to reject the qualifications/proposal of the offending proposer.

Submittal Costs and Confidentiality All expenses for preparing and submitting responses are the sole cost of the party submitting the response.

The Owner is not obligated to any party to reimburse such expenses. All submittals upon receipt become the property of the Owner. Labeling information provided in submittals “proprietary” or “confidential,” or any other designation of restricted use will not protect the information from public view. Subject to the provisions of the Open Records Act, the details of the proposal documents will remain confidential until the final award.

Award Conditions This request is not an offer to contract or a solicitation of bids. This request and any proposal submitted in response, regardless of whether the proposal is determined to be the best proposal, is not binding upon GSFIC and does not obligate GSFIC to procure or contract for any services. Neither GSFIC nor any party submitting a response will be bound unless and until a written contract mutually accepted by both parties is negotiated as to its terms and conditions and is signed by GSFIC and a party containing such terms and conditions as are negotiated between those parties. The Owner reserves the right to waive non-compliance with any requirements of this RFQ and to reject any or all Statements of Qualifications submitted in response. Upon receipt and review of responses, the Owner will determine the party(s) and proposal that in the sole judgment of the Owner is in the best interest of the Owner (if any is so determined), with respect to the evaluation criteria stated herein. The Owner then intends to conduct negotiations with such party(s) to determine if a mutually acceptable contract may be reached and in the course of doing so may use ideas expressed in any proposal.

Evaluation of Submittals and Qualifications Evaluation of the Statements of Qualifications will be conducted by a Selection Committee consisting of various project stakeholders. Based upon the predetermined rating criteria contained in the RFQ, the committee will assign a composite rating to each firm. Proposers understand and accept that by responding to this solicitation they are willingly participating in a process that consists to some degree of subjectivity on the part of selection committee members in determining the firm(s) capable of providing the best overall solution.

Reciprocal Preference Law For the purposes of evaluation only, a proposer that resides in the State of Georgia will be granted the same preference over proposers that reside in another State in the same manner, on the same basis, and to the same extent that preference is granted in awarding bids for the same goods or services by such other State to proposers that reside therein. For the purposes of this law, the definition of a resident proposer is one who maintains a place of business with at least one employee inside the State of Georgia. A P.O. Box address will not satisfy this requirement.

Joint-Venture Proposals GSFIC does not generally desire to enter into “joint-venture” agreements with multiple Commissioning Agent firms. In the event two or more firms desire to “joint-venture,” it is strongly recommended that one incorporated firm propose and maintain status as the Commissioning Firm with the remaining firms participating as major consultants.

Small and Minority Business Enterprise It is the policy of the state of Georgia that minority-owned business enterprises (MBE), woman-owned business enterprises (WBE) and small business enterprises (SBE), have a fair and equal opportunity to participate in the state purchasing process. Therefore, the Owner encourages all MBE, WBE and SBE to compete for contracts to provide goods, services, and construction, and encourages contractors to solicit MBE, WBE and SBE in procuring subcontractors and suppliers. This desire on the part of the Owner is not intended to restrict or limit competitive bidding or to increase the cost of the work. The Owner supports a healthy free market system that seeks to include responsible businesses and provides ample opportunity for business growth and development.

Contractors and subcontractors who utilize qualified minority subcontractors may qualify for a Georgia state income tax credits for qualified payments made to minority subcontractors. In accordance with O.C.G.A.

48-7-38, when computing taxable net income of a Georgia based corporation, partnership, or individual, there shall be subtracted from federal taxable income or federal adjusted gross income 10 percent of the amount of qualified payments to certified minority subcontractors for state-agency-related construction projects. For more information on filing only, contact the Georgia Department of Revenue at 404-417-2399.

A company cannot receive an MBE Certification with the state of Georgia government without first receiving the DBE certification. To obtain information on the DBE/MBE Certification contact:

Georgia Department of Transportation One Georgia Center 600 West Peachtree NW Atlanta, Georgia 30308 404-631-1990

Statement of Agreement With submission of a proposal, the Proposer agrees that he/she has carefully examined the Request for Proposal, and the Proposer agrees that it is the Proposer’s responsibility to request clarification on any issue(s) in any section of the Request for Proposal with which the Proposer disagrees or needs clarified.

The Proposer also understands that failure to mention these items in the proposal will be interpreted to

DOAS Supplier Relations 200 Piedmont Avenue, S.E.

Suite 1308, West Tower Atlanta, Georgia 30334-9010 404-657-6000 mean that the Proposer is in full agreement with the terms, conditions, specifications and requirements in the therein. With submission of a proposal, the Proposer hereby certifies: (a) that this proposal is genuine and is not made in the interest or on behalf of any undisclosed person, firm, or corporation; (b) that Proposer has not directly or indirectly included or solicited any other Proposer to put in a false or insincere proposal;

(c) that Proposer has not solicited or induced any person, firm, or corporation to refrain from sending a proposal.

Debarred, Suspended or Ineligible Firms Contracts will not be executed and bids or proposals will not be solicited or considered from debarred, suspended or ineligible persons or firms during the period of debarment. The list of debarred, suspended or ineligible firms can be located on the Georgia State Financing and Investment Commission’s website at http://www.gsfic.georgia.gov. Once on the website, select the “Doing Business with GSFIC” tab, then select “Procurement Services,” then click on the “Debarred, Suspended or Ineligible Entities” tab for access to the list of those firms currently considered debarred, suspended or ineligible to compete, contract or subcontract for work on projects administered by the Georgia State Financing and Investment Commission.

III. REQUEST FOR QUALIFICATIONS

All firms interested in performing Commissioning Services shall submit a Statement of Qualifications in accordance with the terms below.

1. QUESTIONS

The deadline for submission of questions relating to the RFQ is the time and date shown in the Schedule of Events shown above. All relevant and significant questions that have been submitted in writing prior to the deadline will be compiled, and answers will be posted to the project information on the Georgia Procurement Registry at http://ssl.doas.state.ga.us/PRSapp/ . Questions from Commissioning Firms about any aspect of the RFQ, or the project, shall be submitted in writing (e-mail is preferable) to the Point of Contact on the Project Fact Sheet.

2. MINIMUM QUALIFICATIONS

Firms must meet the following Minimum Qualifications in order to have their Statement of Qualifications reviewed and scored by the Selection Committee.

The firm or its principals are not currently ineligible, debarred, suspended, or otherwise excluded from bidding or contracting by any state or federal agency, department, or authority.

The firm or its principals have not been terminated for cause or be currently in default on any public works contract.

The firm must have current Commercial General Liability Insurance coverage with minimum limits of $1,000,000 per occurrence. Firm must also have current professional a liability coverage in the amount of at least $1,000,000 per occurrence. (The Owner reserves the right to require additional limits and/or coverage for actual contract.)

3. EVALUATION CRITERIA

The Selection Committee will evaluate the Statements of Qualifications which have met the above minimum qualifications according to the Criteria for the evaluation are listed below:

25% - Stability

Stability of the firm, including the firm’s corporate history, growth, resources, form of ownership, litigation history, financials, and other evidence of stability.

45% - Experience & Qualifications

Firm’s relevant project experience and qualifications, including the demonstrated ability of firm in effective commissioning of facilities comparable in complexity, size, and function to the one contemplated hereby. Experience with Owners such as the State of Georgia or other similarly structured organizations. Proposed organization of the CxA Team for this project including individuals and their roles and responsibilities.

Proposed CxA Plan for the project including firm’s proposed overall role in this project, firms anticipated level of management responsibility and accountability for project concerns.

30% - Suitability

Firm’s apparent suitability to provide the required services for the Project, including but not necessarily limited to the firm’s apparent fit to the project type and/or needs of the Owner. Any special or unique company or personnel qualifications, current and projected workloads with the Owner, the proximity of office or lead staff to Project location, and services offered by the firm that they are best suited for the anticipated scope of the project. Firms process for efficiently addressing and reporting discrepancies as well as your follow-up procedures. Proposed timeline covering the commissioning milestones throughout the commissioning process. O&M Documentation and training process.

4. STATEMENTS OF QUALIFICATIONS CONTENTS

Statements of Qualifications shall include the following information and required forms.

REQUIRED CONTENTS FOR ALL STATEMENTS OF QUALIFICATIONS

A

DESCRIPTION AND RESOURCES OF FIRM

A-1 Provide basic company information:

a. State company name, address, name of primary contact, telephone number and e-mail address. (If the firm has multiple offices, the qualification statement shall include information about the parent company and branch office separately.)

b. Identify office from which the project will be managed (“Project Managing Office or

PMO”).

c. Indicate the year the Project Managing Office was established and the number of persons staffing that office and their disciplines.

d. Provide form of ownership (LLC, Corporation, Partnership, etc), including state of residency of incorporation, and the year the company was established.

e. Provide general information about the firm's personnel resources, including disciplines and numbers and classifications of employees, and locations and staffing of offices

f. List the firm’s annual revenue, for the parent office and the local office separately, if applicable, for the past 5 years

A-2 Describe your experience with ANY litigation with Owners and/or Architects. State basis of litigation (nonpayment, breach of contract, etc).

A-3 State whether the firm, or a member thereof, has ever been removed from a contract or failed to complete a contract as assigned? If so, provide explanation.

A-4 Provide name of insurance carrier, types and levels of coverage, and deductible amounts per claim.

A-5 Complete and submit the Certification Form (Exhibit A) as Section “A5” of the Statement of Qualifications.

A-6 Complete and submit a “CONTRACTOR AFFIDAVIT UNDER O.C.G.A. § 13-10-91(b)(1)” (Exhibit “B”) with response as Section “A6” of the firm’s Statement of Qualifications. Failure to submit this form with Statement of Qualifications will result in the firm being eliminated from consideration for this project

A-7 Complete and submit the “Disclosure Statement” (Exhibit “C”) with response as Section “A7” of the firm’s Statement of Qualifications.

B

EXPERIENCE AND QUALIFICATIONS

B-1 Describe your firm's proposed commissioning services team, including consultants, and include an organizational chart of the team. Identify the primary point of contact on the chart. Please designate the specific individuals who will fill the key roles on your team and provide a resume for each of the team members highlighting relevant project experience, qualifications, and any applicable professional certifications.

B-2 Provide information on the firm’s commissioning experience on projects of similar type, size, function, and complexity. Describe no more than seven (7) and no less than three (3) projects, in order of most relevant to least relevant, which demonstrate the firm's capabilities to perform the project at hand. For each project, the following information should be provided:

a. Project name, location and dates during which services were performed.

b. Brief description of project and physical description (buildings, square footage, number of stories, site areas, systems & equipment commissioned).

c. Services performed by your firm.

d. Owner’s stated satisfaction level in the Commissioning and/or overall service of your firm.

e. Owner contact information.

f. Contractor and/or Architect contact information.

C PROJECT SUITABILITY

C-1 Provide any information that may serve to differentiate the firm from other firms in suitability for the project. Suitability may include, but is not limited to, the firm’s fit to the project and/or needs of the Owner, any special or unique qualifications for the project, current and projected workloads, the proximity of office to project location, and any services offered by the firm that may be particularly suitable for this project.

C-2 Describe your anticipated level of management responsibility and accountability for project concerns; your project reporting process and process for efficiently addressing and reporting discrepancies as well as your follow up procedures. Describe your approach to the design review phase.

C-3 Describe your proposed timeline covering the commissioning milestones throughout the commissioning process and describe your O&M Documentation and training process.

5. SUBMITTAL OF STATEMENTS OF QUALIFICATIONS

Firms shall submit/upload one (1) electronic copy in .pdf format of the complete qualifications package to a GSFIC ftp site. Submittals must be prepared in a manner that when printed would typically fit on standard (8 ½” x 11”) paper. (The entire response shall not exceed 50 pages. Licenses and forms do not count against the page count) Submittals that include qualifications of more than one firm shall not exceed the page limits. Emphasis should be on completeness, relevance, and clarity of content. To expedite the review of submittals, it is essential that respondents follow the format and instructions outlined below:

Submit one (1) electronic copy of the complete package in .pdf format onto the GSFIC / Egnyte ftp site.

Uploaded responses (file names) must reference the RFQ No.-CxA, the firm’s name, and the word

“QUALIFICATIONS.”

The entire submittal should be submitted as ONE (1) file. Please do not submit individual documents or sections separately.

(File Name Example: RFQ No.-CxA, ABC Company, Qualifications)

UPLOAD INSTRUCTIONS

Upload one (1) electronic copy of the complete package in .pdf format onto the GSFIC / Egnyte ftp site by selecting the link listed on the Project Fact Sheet and following the upload instructions provided below.

Click on the provided link above, when the page opens, enter name, email address, and company name, click “Continue.”

Drag and drop your file or click the “Browse” button to select a document from your computer. You should see an upload progress bar and when it gets to 100% the upload is complete.

Proposers are reminded that failure to comply with the following could result in your submission being deemed non-responsive. Non-responsive submittals will not be considered by the selection committee:

• (The entire response shall not exceed 50 pages. Licenses and forms do not count against the page count)

• No links to external electronic documents are permitted.

• Be sure to include the following completed exhibits in your submission. (Forms located at the end of this document):

o Exhibit A – Certification Form o Exhibit B – Contractor Affidavit under O.C.G.A. § 13-10-91(b)(l) o Exhibit C – Disclosure Statement

• Statements of Qualifications must be electronically received by the Owner prior to the deadline indicated in the Schedule of Events (refer to the Project Fact Sheet).

• Printed copies will not be accepted.

• Firms are encouraged to verify with GSFIC that their submittal was received and should do so on the date they are due. Contact the point of contact on the Project Fact Sheet, or the main GSFIC procurement number 404-463-5600, for assistance or confirmation that the file was received.

(Experience with the ftp site indicates that uploads do not always receive the confirmation statement that the file was “successfully uploaded.” Typically, for files ranging in size from 5 – 10 Mb, it should not take more than one or two minutes to complete the upload.)

6. FINALIST NOTIFICATION

Once the Selection Committee has completed the evaluation of the Statements of Qualifications, a list of the finalist firms will be posted on the Georgia Procurement Registry and the finalist firms will be issued additional instructions going forward.

End of Section

IV. REQUEST FOR INTERVIEWS (STEP II)

All firms selected (“Finalist Firms”) during the RFQ Process are invited to interview with the Selection Committee in accordance with the following terms.

1. QUESTIONS

The deadline for submission of questions relating to the RFP is the time and date shown in the Schedule of Events shown above. Questions from Finalist Firms about any aspect of the RFQ, or the project, shall be submitted via e-mail to the Contact on the Project Fact Sheet. All relevant and significant questions that have been submitted via email prior to the deadline will be compiled, and answers will be provided to all Finalist Firms.

2. INTERVIEW INFORMATION

Firms selected to participate in interviews shall be notified by the Notice to Finalists letter issued by the Procurement Representative. The Notice to Finalists letter shall designate a place and time for the interview session and shall contain relevant information regarding the interviews/presentations.

The intent of the formal interview process is to provide the Selection Committee with in-depth information about the firm to make a final selection of the best-suited firm for the Project. Firms are discouraged from reviewing general company history and experience previously submitted in Statements of Qualifications unless this information is particularly relevant to the presentation. All key personnel should be present at the interview.

The interview sessions will last a total of 50 minutes. The format for the interview will be as follows:

a) Introductions & Project Approach (30 minutes) This portion of the interview is reserved for detailed introductions and presentation time. Firms may use visual aids such as PowerPoint to assist with their presentation. Firms have the flexibility to approach the presentation in a manner of their choosing. Firms should focus their presentations on their approach to managing the following commissioning issues:

• Pre-tab Assessment

• Design phase services

• Construction phase services /approach

• MEP systems new and older

• Post occupancy phase services

• Project specific challenges & approach

b) Questions and Answers – (20 minutes) This portion of the interview will be reserved for questions from the Selection Committee to help the Selection Committee gain additional insight into the strengths of teams being proposed and clarify any information presented in the Interview.

4. CRITERIA FOR THE EVALUATION OF FIRMS

The Selection Committee will evaluate the firms based upon Qualifications and Interviews according to the Criteria for the evaluation listed below:

QUALIFICATIONS/INTERVIEW SCORE

50 Points Qualifications & Experience

Relevant Experience and Qualifications of the proposed Principal Commissioning team, including experience of the team working together on past similar projects;

experience of the team working together with the selected Design Professional, Construction Manager, and/or Program Manager; team’s experience with projects of similar facility size, type, and complexity. The Owner may use references from stakeholders of the Owner’s choosing from previous projects of the finalists, among other information as necessary.

25 Points Project Approach

Firm’s approach to those possible issues presented in the interview

25 Points Overall Impression

Committee’s Overall Impression of the firm and the overall impression of key team members and their ability to effectively answer project questions and provide solutions during the interview.

(Exhibit A)

CERTIFICATION FORM

I, _, being duly sworn, state that I am_______________(title) of _____________________(firm) and hereby duly certify that I have read and understand the information presented in the attached proposal and any enclosure and exhibits thereto.

I further certify that to the best of my knowledge the information given in response to the request for proposals is full, complete and truthful.

I further certify that the proposer and any principal employee of the proposer has not, in the immediately preceding five years, been convicted of any crime of moral turpitude or any felony offense, nor has had their professional license suspended, revoked or been subjected to disciplinary proceedings.

I further certify that the proposer has not, in the immediately preceding five years, been suspended, debarred, or otherwise excluded or ineligible from contracting with any federal, state or local government agency, and further, that the proposer is not now under consideration for suspension or debarment from any such agency.

I further certify that the proposer has not in the immediately preceding five years been defaulted or terminated for cause in any federal, state, or local government agency contract and further, that the proposer is not now under any notice of intent to default on any such contract.

I acknowledge, agree and authorize, and certify that the proposer acknowledges, agrees and authorizes, that the Owner and/or GSFIC may, by means that either deems appropriate, determine the accuracy and truth of the information provided by the proposer and that the Owner and/or GSFIC may contact any individual or entity named in the Statement of Qualifications for the purpose of verifying the information supplied therein.

I acknowledge and understand the successful Proposer will be required to certify compliance with the Immigration Reform Act of 1986 (IRCA), D.L. 99-603 and the Georgia Security and Immigration Compliance Act OCGA 13-10-90 et.seq., by meeting or having complied with the provisions in the Act and by executing any affidavits required by the rules and regulations issued by the Georgia Department of Labor set forth at Rule 300- 10-1-.01: Contractor will also be required to warrant that Contractor has included a similar provision in all written agreements with any subcontractors engaged to perform services under this Contract.

I acknowledge and agree that all of the information contained in the Statement of Qualifications is submitted for the express purpose of inducing the Owner to award a contract.

A material false statement or omission made in conjunction with this proposal is sufficient cause for suspension or debarment from further contracts, or denial of rescission of any contract entered into based upon this proposal thereby precluding the firm from doing business with, or performing work for, the State of Georgia. In addition, such false statement or omission may subject the person and entity making the proposal to criminal prosecution under the laws of the State of Georgia of the United States, including but not limited to O.C.G.A. §16-10-20, 18 U.S.C. §§1001 or 1341.

Signature Sworn and subscribed before me This day of , 20 .

NOTARY PUBLIC NOTARY SEAL

My Commission Expires:

(Exhibit B)

Contractor Affidavit under O.C.G.A. § 13-10-91(b)(l) The undersigned contractor ("Contractor") executes this Affidavit to comply with O.C.G.A § 13-10-91 related to any Contract to which Contractor is a party that is subject to O.C.G.A. § 13-10-91 and hereby verifies its compliance with O.C.G.A. § 13-10-91, attesting as follows:

a) The Contractor has registered with, is authorized to use and uses the federal work authorization program commonly known as E-Verify, or any subsequent replacement program;

b) The Contractor will continue to use the federal work authorization program throughout the contract period, including any renewal or extension thereof;

c) The Contractor will notify the public employer in the event the Contractor ceases to utilize the federal work authorization program during the contract period, including renewals or extensions thereof;

d) The Contractor understands that ceasing to utilize the federal work authorization program constitutes a material breach of Contract;

e) The Contractor will contract for the performance of services in satisfaction of such contract only with subcontractors who present an affidavit to the Contractor with the information required by O.C.G.A. § 13-10-91(a), (b), and (c);

f) The Contractor acknowledges and agrees that this Affidavit shall be incorporated into any contract(s) subject to the provisions of O.C.G.A. § 13-10- 91 for the project listed below to which Contractor is a party after the date hereof without further action or consent by Contractor;

and

g) Contractor acknowledges its responsibility to submit copies of any affidavits, drivers' licenses, and identification cards required pursuant to O.C.G.A. § 13-10-91 to the public employer within five business days of receipt.

Federal Work Authorization User Identification Number Date of Authorization

Name of Contractor Name of Project

Georgia State Financing and Investment Commission Name of Public Employer

I hereby declare under penalty of perjury that the foregoing is true and correct.

Executed on , 20 in (city), (state).

Signature of Authorized Officer or Agent

Printed Name and Title of Authorized Officer or Agent

SUBSCRIBED AND SWORN BEFORE ME

ON THIS THE DAY OF , 20 ,

NOTARY PUBLIC

My Commission Expires:

Exhibit C

DISCLOSURE STATEMENT

All proposers should be aware that the project you are submitting a proposal on is a public project, and the Owner (GSFIC) is a public agency. Pursuant to the laws, rules and Executive Orders of the State of Georgia, GSFIC shall make every effort to avoid even the appearance of a conflict of interest or any impropriety in both the selection process for this project and the negotiation and performance of any resulting contract. As part of any submittal you intend to make for this project, you must include this Disclosure Statement with your submittal that answers or addresses the following specific statements:

1. Describe any business transactions occurring within the prior two years between your firm and GSFIC, the Using Agency, or the ultimate end-user…