Golden Springs Elementary School Reconstruction Lease Leaseback Project.pdf

RFQ/P No. 05(26-27)FP – GS RECONSTRUCTION LLB

REQUEST FOR STATEMENT OF

QUALIFICATIONS/PROPOSALS FOR

PRECONSTRUCTION AND LEASE-

LEASEBACK SERVICES

FOR

GOLDEN SPRINGS ELEMENTARY SCHOOL

RECONSTRUCTION LEASE LEASEBACK

PROJECT – RFQ/P No. 05(26-27)FP

Statement of Qualification Deadline Date

October 12, 2026 at 10:00AM

Submit to:

Pomona Unified School District

PURCHASING DEPARTMENT

800 S. Garey Ave Pomona, CA 91766

Attn: Ed Govea, Director of Purchasing & Warehouse

I. NOTICE FOR REQUEST FOR QUALIFICATIONS 3

II. BACKGROUND ON THE PROJECT 6

III. RFQ TIMELINE 7

IV. QUESTIONS AND CLARIFICATION OF THE RFQ 7

V. PRECONSTRUCTION SERVICES 7

VI. DIR REGISTRATION AND PREVAILING WAGES 8

VII. SUBCONTRACTOR DESIGNATIONS 8

VIII. CONTENTS OF THE STATEMENT OF QUALIFICATIONS 9

IX. PREPARATION AND SUBMITTAL OF THE SOQ 17

X. SOQ EVALUATION AND BEST VALUE SCORE 19

XI. GENERAL TERMS AND CONDITIONS 22

ATTACHMENTS:

ATTACHMENT 1: PREQUALIFICATION FORMS (due on October 5, 2026)

ATTACHMENT 2: FIRM QUESTIONNAIRE (due on October 12, 2026)

ATTACHMENT 3: FEE PROPOSAL

ATTACHMENT 4: DESIGNATION OF SUBCONTRACTOR FORM

ATTACHMENT 5: AGREEMENT FORMS

ATTACHMENT 6: REQUIRED FORMS (due on October 12, 2026)

ATTACHMENT 7: CONCEPTUAL DRAWINGS (SEE SEPARATE PDF FILES)

TABLE OF CONTENTS

I. NOTICE FOR REQUEST FOR STATEMENT OF QUALIFICATIONS FOR

PRECONSTRUCTION AND LEASE-LEASEBACK SERVICES:

NOTICE IS HEREBY GIVEN that the Pomona Unified School District, acting by and through its Board of Education, hereinafter referred to as “District”, will receive prior to 10:00 A.M. on October 12, 2026, sealed statements of qualifications (“SOQs”) for the award of a Preconstruction Services Agreement and a Lease-Leaseback Contract for the following:

RFQ/P NO. 05(26-27)FP - Golden Springs Elementary School Reconstruction LLB

Description of Project: The project will generally include the demolition and removal of existing twenty-two (22) portable buildings; and the installation of new modular buildings; and all associated site improvements, utilities, infrastructure, and related work necessary to support the new facilities on an active elementary school campus.

Estimated Construction Cost: $27,400,000.00

All SOQs shall be made and submitted only on the forms provided by the District. SOQs shall be received only at Pomona Unified School District, Education Center, Front Desk, 800 South Garey Avenue, Pomona, California 91766. Any SOQs received after the time specified above shall be returned unopened.

The RFQ includes the scope of the preconstruction services, the scope of the project, Prequalification Documents, the selection process, and the information that is required to be included in the SOQ. The purpose of this RFQ is to obtain information that will enable the District to select a lease-leaseback contractor using the “best value” competitive procurement process under Education Code section 17400 et seq., that can provide the District with both preconstruction services and construction services. The “best value” competitive procurement process is an evaluation process whereby a contractor is selected by the District on the basis of objective criteria for evaluating the qualifications of contractors, with the selected contractor representing the best combination of price and qualifications. Each contractor responding to this RFQ should be prepared and qualified to provide the preconstruction services and lease-leaseback construction services described in this RFQ to the District in an expeditious and timely manner and on relatively short notice so as to enable the District to meet critical time deadlines and schedules. The recommendation for award will be made to the firm that provides the best value to the District as set forth in the RFQ.

Prequalification of Respondents and MEP Subcontractors

Respondent Prequalification

As a condition of submitting an SOQ for this Project, each Respondent must hold a valid California Class B contractor’s license and must be prequalified by the District in accordance with Public Contract Code section 20111.6.

Each prospective Respondent must complete and submit the Prequalification Questionnaire included with this RFQ as Attachment 1, together with all required financial statements and supporting documentation. The completed Prequalification Questionnaire must be received by the District no later than October 5, 2026 by 10:00AM. (“Prequalification Submittal Deadline”) at the location identified in this RFQ. Prequalification Questionnaires must be submitted separately from the SOQ. The District will accept only original, signed Prequalification Questionnaires. Electronic submissions will not be accepted.

Each Prequalification Questionnaire must strictly conform to and be responsive to the requirements of Attachment 1. Failure to answer any question, provide required supporting documentation, or otherwise comply with the prequalification requirements may result in disqualification, subject to applicable law and the District’s adopted prequalification procedures.

A Respondent that has not received written notice from the District confirming its prequalification by the SOQ Submission Deadline will not be eligible to submit an SOQ. An SOQ submitted by a Respondent that is not timely prequalified will be rejected as nonresponsive. Prospective Respondents are encouraged to submit their Prequalification Questionnaires sufficiently in advance of the Prequalification Submittal Deadline to allow adequate time for District review and resolution of any questions or deficiencies.

Subsequent Prequalification of MEP Subcontractors

Electrical, mechanical, and plumbing subcontractors are not required to be identified in the Respondent’s SOQ and are not required to be prequalified by the SOQ Submission Deadline.

Attachment 4, Subcontractor Designation, is not required with the SOQ and will apply only to the subsequent subcontractor bidding process conducted by the selected LLB Contractor.

Before submitting a subcontract bid for the Project, each electrical, mechanical, or plumbing subcontractor holding a C-4, C-7, C-10, C-16, C-20, C-34, C-36, C-38, C-42, C-43, or C-46 license must be prequalified by the District when required by Public Contract Code section 20111.6.

The selected LLB Contractor will be responsible for conducting the subsequent subcontractor bidding process and formally receiving the sealed subcontract bids. The selected LLB Contractor must ensure that each subcontractor required to be prequalified:

1. Timely submits the District’s Prequalification Questionnaire and all required supporting documentation;

2. Is prequalified by the District before submitting its sealed subcontract bid;

3. Satisfies all applicable statutory and District-established prequalification deadlines; and

4. Is properly identified in Attachment 4 and any other subcontractor designation required as part of the subsequent bidding process.

For the subsequent sealed subcontract bidding process, a bid may not be accepted from a subcontractor required to be prequalified unless the subcontractor submitted its completed Prequalification Questionnaire and financial statement to the District at least ten (10) business days before the date fixed for the opening of sealed subcontract bids and was prequalified by the District at least five (5) business days before that date. The District may establish earlier deadlines in the subcontract bid documents.

The District will provide the selected LLB Contractor and prospective subcontract bidders with the applicable list of prequalified contractors and electrical, mechanical, and plumbing subcontractors within the time required by Public Contract Code section 20111.6.

Review and Prequalification Determination

The District may require a prospective Respondent or subcontractor to provide additional information to verify or clarify information submitted in its Prequalification Questionnaire.

Requested information must be provided within the period stated in the District’s request.

Failure to provide the requested information may result in disqualification if the failure prevents the District from completing its evaluation within the applicable deadline.

The District will provide written notice of its prequalification determination in accordance with applicable law and the District’s adopted prequalification procedures. Any appeal of a prequalification determination must be submitted and considered in accordance with those procedures.

Prequalification Questionnaires, financial statements, and related prequalification materials are not public records and will not be open to public inspection, as provided by Public Contract Code section 20111.6.

Prequalification will be administered through the District’s quarterly or annual prequalification process. A prequalification issued through that process will remain valid for one calendar year following the date of initial prequalification, subject to the District’s adopted prequalification procedures and any requirement to provide updated information.

The District reserves the right to reject an incomplete or nonresponsive Prequalification Questionnaire and to waive nonmaterial irregularities or informalities to the extent permitted by law.

Miscellaneous Information

SOQs shall be received in the place identified above, and shall be opened and publicly read aloud at the above-stated time and place.

The RFQ will be available on Tuesday, September 15, 2026 from the Pomona Unified School District’s website at: www.pusd.org/purchasing.

The RFQ will be available free of charge. No partial sets will be available.

There will be a Mandatory Pre-Submittal Meeting and Job Walk beginning at 10:00 A.M. on Wednesday, September 23, 2026, at Pomona Unified School District, Education Center, Strategic Planning Room, 800 South Garey Avenue, Pomona, California 91766.

Respondent must sign in at the Front Desk of the Education Center (same street address). Please plan on arriving at the Lobby at least 20 minutes early to allow sufficient time to complete check-in. The doors will be locked at said time and no other access will be allowed. No one arriving after 10:00 A.M. will be eligible to submit an SOQ as a prime contractor (respondent). Any prime contractor submitting an SOQ on the Project who fails to attend the entire mandatory conference and job walk will be deemed non-responsive and will have its SOQ returned unopened. All Respondents will be responsible for obtaining any addendums or revisions to the project. It is the contractor’s responsibility to attend the requested Pre-Submittal Meeting and Job Walk to ensure accurate project bid cost(s) and any pertinent information.

Each respondent shall be a licensed contractor pursuant to the California Business and Professions Code, and be licensed to perform the Work called for in the RFQ. The successful proposer must possess a valid and active Class B License at the time of award and throughout the duration of the Preconstruction Services Agreement and Lease-Leaseback Contract. The contractor’s California State License number shall be clearly stated on its proposal.

Subcontractors shall be licensed pursuant to California law for the trades necessary to perform the Work called for in the RFQ. Electrical, mechanical, and plumbing subcontractors with a C-4, C-7, C-10, C-16, C-20, C-34, C-36, C-38, C-42, C-43 and/or C-46 license must be prequalified.

Frank Lunn To Confirm with District.

Frank Lunn District needs to confirm the licenses.

Each SOQ must strictly conform with and be responsive to the RFQ.

The District reserves the right to reject any or all SOQs or to waive any nonmaterial irregularities or informalities in the RFQ or RFQ process or in any proposals received.

Each respondent shall submit with its SOQ on the form furnished with the RFQ with a list of the designated subcontractors on this Project as required by the Subletting and Subcontracting Fair Practices Act, California Public Contract Code section 4100 et seq.

The respondent awarded the Lease-Leaseback Contract shall provide separate payment and performance bonds in the District’s forms and issued by a California admitted surety insurer as defined in California Code of Civil Procedure section 995.120, insurance certificates, and any other documents as required.

The respondent and all subcontractors shall comply with the requirements set forth in Division 2, Part 7, Chapter 1 of the Labor Code. The District has obtained from the Director of the Department of Industrial Relations the general prevailing rate of per diem wages and the general prevailing rate for holiday and overtime work in the locality in which this work is to be performed for each craft, classification or type of worker needed to execute the Work. These per diem rates, including holiday and overtime work, as well as employer payments for health and welfare, pension, vacation, and similar purposes, are on file at the District, and are also available from the Director of the Department of Industrial Relations. Pursuant to California Labor Code section 1720 et seq., it shall be mandatory upon the contractor to whom the Lease-Leaseback Contract is awarded, and upon any subcontractor under such contractor, to pay not less than the said specified rates to all workers employed by them in the execution of the Work.

Monitoring and enforcement of the prevailing wage laws and related requirements will be performed by the Labor Commissioner/Department of Labor Standards Enforcement (DLSE).

The contractor and all subcontractors shall furnish certified payroll records as required pursuant Labor Code section 1776 directly to the Labor Commissioner in accordance with Labor Code section 1771.4 on at least on a monthly basis (or more frequently if required by the District or the Labor Commissioner) and in a format prescribed by the Labor Commissioner. The District reserves the right to withhold contract payments if the District is notified, or determines as the result of its own investigation, that contractor is in violation of any of the requirements set forth in Labor Code section 1720 et seq. at no penalty or cost to the District.

Where applicable, proposers must meet the requirements set forth in Public Contract Code section 10115 et seq., Military and Veterans Code section 999 et seq. and California Code of Regulations, Title 2, Section 1896.60 et seq. regarding Disabled Veteran Business Enterprise (“DVBE”) Programs. Forms are included in the RFQ.

No telephone or facsimile machine will be available to proposers on the District premises at any time.

It is each respondent’s sole responsibility to ensure its SOQ is timely delivered and received at the location designated as specified above. Any SOQ received at the designated location after the scheduled closing time for receipt of proposals shall be returned to the proposer unopened.

PUBLICATION DATES: September 15 and September 22, 2026 PUBLICATIONS: 1) Inland Valley Daily Bulletin, 2) BidNet Direct, 3) McGraw-Hill Construction Dodge, and 4) BidAmerica

Will need to include in the RFP.

District Web-Page: www.pusd.org/purchasing

II. BACKGROUND ON THE PROJECT:

Pomona Unified School District is located in Los Angeles County and serves approximately 19,000students at 38 schools for grades Pre-K through 12. On November 2024 , the voters passed Measure UU ** to provide funds to repair, renovate, and construct classrooms and schools.

This Project will be constructed using the lease-leaseback project delivery method authorized by Education Code section 17400 et seq. The District has contracted with tBP Architectureto be the Architect of Record for the Project; the lease-leaseback Contractor shall provide preconstruction services and lease-leaseback construction services for the Project as described below:

Golden Springs Elementary School is located 245 Bellena Drive, Diamond Bar, CA, 91765 occupies an approximately 8.16-acre campus. The school was originally constructed in 1963 and underwent a light modernization project in 2005.

The proposed project will generally include the removal and replacement of twenty-two

(22) existing portable classroom and support buildings with new modular buildings;

expansion of the existing parking lot; construction of a new student loading area; and associated on-site and off-site improvements, including utilities, infrastructure, accessibility, paving, landscaping, and other related site work necessary to support the project. The work will be performed on an active elementary school campus and will require appropriate phasing, coordination, and measures to maintain safe and continuous school operations throughout construction.

Work on the project shall commence no earlier than July/August of 2027 and the project must be completed no later than August of 2028. Note that site visits will be held with the selected lease-leaseback Contractor. Until then, please do not impact our school sites by visiting during school hours.

III. RFQ TIMELINE:

Advertisement #1 ................................................. September 15, 2026 Request for Proposals Issued .............................. September 15, 2026 Advertisement #2 ................................................. September 22, 2026 Mandatory Pre-Submittal Meeting & Job Walk ..... September 23, 2026 Deadline for Submittal of Questions ..................... September 28, 2026 by 10:00AM Due Date for Submittal of Prequalification Applications and Questionnaires…………………...October 5, 2026 by 10:00AM Due Date for Submittal of SOQ’s .......................... October 12, 2026 by 10:00AM Short List Interviews ........................................... October 28, 2026* Due Date for Fee Proposals ................................. Bring to Interview* Anticipated Board Approval Date.......................... November 14, 2026* Notification of Selected Firm ................................. November 15, 2026*

* Estimated deadlines subject to revision at the District’s discretion.

http://www.pusd.org/purchasing

Need dates from District.

IV. QUESTIONS AND CLARIFICATION OF THE RFQ

For consistency, all questions, requests for explanation or clarifications of any kind in regard to this RFQ (an “RFI”) shall be made in written form using the following link:

https://forms.gle/i1d2ZRAvJ25BGEdC9. An automatic email confirmation will be sent from Google upon successful submission of an RFI. If problems are encountered while submitting RFIs using the link, please contact Mina Young, at (909) 397-4800 ext.23901; per the RFQ TIMELINE.

Communication with other persons in the District is not available. A response will not be provided to any late questions, or requests for explanation or clarifications. All addenda and clarifications will be posted on the District’s website, https://proudtobe.pusd.org/. Any interpretation, clarification, or correction of this RFQ will only be made by addendum as noted above. No person or Firm is authorized to make any oral interpretation of any provision in this RFQ, nor shall any oral interpretation be binding on the District.

V. PRECONSTRUCTION SERVICES

The District anticipates that the successful Contractor will provide preconstruction services including, but not limited to, reviewing the Project’s plans and specifications during the design of the Project to identify and note all deficiencies, incongruities and inconsistencies that may affect constructability of the Project including, but not limited to, design and specification omissions, incomplete and/or inconsistent plans, details and specifications, and any lack of coordination, together with all other appropriate, necessary and/or required services to facilitate and prepare for the successful development and construction of the Project.

The preconstruction services will also include, but not be limited to, the following tasks: design meeting with the architects and engineers; review and validation of estimates prepared by the architect; preparation of a master critical path method schedule for the Project; preparation of cost estimates based on the final construction documents, including allowances, contingencies, general conditions, costs and fees; constructability reviews; value engineering; construction planning and phasing, and cost proposal strategies all with the goal that the DSA-approved plans and specifications for the Project will be complete such that the Project can be constructed by a competent licensed general building contractor in strict accordance with the DSA-approved plans and specifications without change orders, delays, or additional charges to District.

VI. DIR REGISTRATION AND PREVAILING WAGES

DIR Registration. Contractors and their subcontractors (of any tier) shall not be qualified to submit or be listed on a proposal, or engage in the performance of any contract for public work, as defined in the Labor Code, unless currently registered and qualified to perform public work pursuant to Section 1725.5 of the Labor Code. It is not a violation of this section for an unregistered contractor to submit a proposal that is authorized by Section 7029.1 of the Business and Professions Code or by Section 10164 or 20103.5 of the Public Contract Code, provided the contractor is registered to perform public work pursuant to Section 1725.5 of the Labor Code at the time the contract is awarded.

Prevailing Wages. The Contractor and all subcontractors shall comply with the requirements set forth in Division 2, Part 7, Chapter 1 of the Labor Code. Pursuant to Labor Code section 1770 et seq., the District has obtained from the Director of the Department of Industrial Relations the general prevailing rate of per diem wages and the general prevailing rate for holiday and overtime work in the locality in which this work is to be performed for each craft, classification or type of worker needed to execute the contract. Copies are available from the District to any interested party on request and are also available from the Director of the Department of Industrial Relations.

https://forms.gle/5JKuFf4MndquLfTs5

VII. SUBCONTRACTOR DESIGNATIONS

[OPTIONAL] Pursuant to Education Code section 17250.35(a), the District is requiring all Firms to identify and designate the subcontractors who will be performing the following scope(s) of work as set forth in Attachment 4. Each Firm shall list only one subcontractor for each scope of work as defined by the Contractor in its proposal. All subcontractors shall be properly licensed by the Contractors State License Board. All designated subcontractors in Attachment 4 will be afforded the protections of the Subletting and Subcontracting Fair Practices Act (Public Contract Code section 4100 et seq.)

After award of the lease-leaseback contract for the Project, and in accordance with Education Code section 17250.35(b), any subcontractor that was not identified in the Contractor’s proposal and whose subcontract value exceeds one-half of one percent of the price allocable to construction work must be awarded a subcontract in accordance with the following process:

1. Provide public notice of availability of work to be subcontracted in accordance with publication requirements applicable to the competitive bidding process of the District, including a fixed date and time on which qualifications statements, bids, or proposals will be due.

2. Establish reasonable qualification criteria and standards.

3. Award the subcontract either on a best value basis or to the lowest responsible bidder.

The process above may include prequalification or short-listing. The process shall not apply to subcontractors listed in the Contractor’s original proposal. Subcontractors awarded subcontracts as set forth above shall be afforded all the protections of the Subletting and Subcontracting Fair Practices Act (Public Contract Code section 4100 et seq.)

All subcontractors (of any tier) performing any portion of the Work must comply with Labor Code sections 1725.5 and 1771.1 and must be properly and currently registered with the California Department of Industrial Relations and qualified to perform public works pursuant to Labor Code section 1725.5 throughout the duration of the Project.

VIII. CONTENTS OF THE SOQ

Firms must submit one (1) original copy, four (4) hard copies, and a digital copy (thumb drive) of the SOQ. All SOQs should address the requested information for each of the evaluation categories below. The SOQ shall demonstrate the qualifications, competence, and capacity of the Firm:

A. Cover Letter/Letter of Interest - Include a cover letter, stating the eligibility of the Firm to respond to this RFQ, a brief description and history of the Firm, and a statement of interest.

B. Table of Contents - The table of contents shall reflect the order stated herein and shall include section titles and page numbers.

C. Evaluation Categories

1. Mandatory Requirements – The following requirements are mandatory and must be satisfied. The mandatory requirements will be scored on a pass/fail basis. Failure to meet any one of the mandatory requirements specified in this

Section VIII(C)(1) will disqualify your Firm from any further consideration for this RFQ.

a. Lease-Leaseback Contractor and Subcontractor Prequalification

– All Firms submitting an SOQ to this RFQ must be prequalified with the District pursuant to Public Contract Code section 20111.6 (b)-(m) without exception prior to submitting a proposal. Any Firm that submits an SOQ and is not prequalified will be deemed non-responsive and that Firm’s proposal will be rejected and returned to the Firm unopened.

Prequalification documents are available from the Pomona Unified School District Website at https://proudtobe.pusd.org/, and at 800 S. Garey Avenue, Pomona, CA 91766. Prequalification documents must be submitted per the RFQ TIMELINE – but not less than ten business days prior to proposal submission deadline. Contractors will be notified by telephone, email, or mail of their prequalification rating within a reasonable period of time after submission of their prequalification documents, but not less than five business days prior to the proposal submission deadline. Contractors currently prequalified with the District for lease-leaseback projects will not need to submit another prequalification package. Provide a copy of your current prequalification status letter from the District with your proposal.

All mechanical, electrical or plumbing (“MEP”) subcontractors (defined as contractors that hold a C-4, C-7, C-10, C-16, C-20, C-34, C-36, C- 38, C-42, C-43 or C-46 license), and who must be designated and identified in the proposal as set forth in Attachment 4, must also be prequalified prior to submitting a proposal. This prequalification requirement applies even if the subcontractor will perform, or is designated and identified to perform, work that does not require one of the licenses listed above, but the subcontractor holds one of the licenses listed above.

MEP subcontractors (as defined above) that are NOT required to be designated and identified in the proposal as set forth in Attachment 4 must be prequalified prior to the award of their respective subcontract.

A list of prequalified MEP subcontractors will be made available by the District upon request, but not less than five business days prior to the proposal submission deadline. However, it is the responsibility of the Contractor to ensure that all MEP subcontractors holding any of the licenses listed above are properly prequalified.

b. Contractor Responsibility – Identify if your Firm has ever had the following occur in the past seven (7) years. For the purposes of this paragraph, “Firm” shall include any present or past (over the last five years), officers, owners, principals, partners, or any qualifying individuals including any RME or RMO. Any occurrence of the following in the past seven (7) years shall render the Firm not qualified to submit a proposal:

• Found to be a non-responsible contractor by any public agency;

• Convicted for false claims;

• Firm’s license revoked or suspended;

• Debarred or otherwise ineligible to bid on or be awarded a public works contract;

• Terminated for cause or defaulted on a construction contract; or

• Convicted of a crime involving the awarding of a construction contract, or the bidding or performance of a construction contract.

c. License Requirements – Pursuant to Business and Professions Code section 7028.15 and Public Contract Code section 3300, the Contractor must possess a California Contractor’s Class “B” license at the time of submittal of its proposal, and for the duration of the contract, if awarded. Subcontractors must possess the appropriate license for the work to be performed on the Project.

d. Performance and Payment Bonds – All Firms submitting a proposal to this RFQ must be able to provide separate faithful payment and performance bonds, each in an amount equal to 100% of the total contract amount. All bonds must be issued by a California admitted surety insurer as defined in California Code of Civil Procedure section

995.120. Firms must provide a letter from their surety indicating the Firm’s current and overall bonding capacity, and the ability to meet the bond requirements in Section 35.13 of the Construction Services Agreement.

e. Insurance Requirements - All Firms submitting a proposal to this RFQ must have the ability to meet all of the insurance requirements set forth in Section 35.4 of the Construction Services Agreement.

Firms must include a copy of their current certificate of insurance in their proposals evidencing the following minimum insurance requirements:

Comprehensive general liability insurance with a combined single limit per occurrence of not less than $2,000,000.00 or commercial general liability Insurance (including automobile insurance) which provides limits of not less than:

• Per occurrence (combined single limit): $1,000,000.00

• Project Specific Aggregate (for this Project only): $2,000,000.00

• Products and Completed Operations: $1,000,000.00

• Personal and Advertising Injury Limit: $1,000,000.00

The following special hazards shall be covered by riders or riders to above mentioned public liability insurance or property damage insurance policy or policies of insurance, in amounts as follows:

• Automotive and truck where operated: $1,000,000.00

• Material Hoist where used: $1,000,000.00

• Explosion, Collapse and Underground (XCU coverage):

$1,000,000.00

Professional Liability (Errors and Omissions) Insurance with a limit not less than One Million Dollars ($1,000,000) each occurrence Two Million Dollars ($2,000,000) in the annual aggregate.

Excess Liability Insurance coverage in the amount of Five Million Dollars ($5,000,000.00).

Workers’ Compensation Insurance shall be provided in accordance with the provisions of the California Labor Code adequate to protect any person, firm, or corporation employed directly or indirectly in connection with the work of the Contractor from claims under Workers’ Compensation Acts which may arise for operations, whether such operations be by any person, firm, or corporation, employed directly or indirectly by the Contractor upon or in connection with the work.

Provide a letter from your insurance broker stating that you will be able to provide and meet the insurance requirements in Section 35.4 of the Construction Services Agreement.

2. Firm Personnel, Capacity, and Methodology – Attachment 2. Each Firm must completely answer all questions in Attachment 2 of the RFQ.

Note: Questions may be answered in other sections of the proposal if clearly and conspicuously identified and referenced in the proposal.

The following shall be stated:

a. Description of Firm – Include a description of the Firm’s qualifications for providing preconstruction and lease-leaseback services on California school construction projects. Include information regarding the size of the Firm, location of the office from which the required services will be performed, nature of all work performed, and the number of years in this particular business. The Firm shall provide an affirmative statement that it is independent of the District as defined by generally accepted standards.

b. Firm's Personnel and Staffing Resources – Submit resume(s) or profiles for each key staff who will be proposed to provide the requested services, including their qualifications and recent relevant experience providing similar services. Each resume shall include, without limitation, the following information; (a) education;

(b) years of relevant experience; (c) professional registrations, certifications and affiliations (d) project-specific experience with focus on public works projects and emphasis on K-12 projects providing preconstruction and lease-leaseback services, including dates and durations of each project listed and the name of the firm where employed. Include a discussion on the Firm's philosophy and approach for providing outstanding customer service.

c. Capacity & Methodology – Describe how the Firm will provide services and fulfill the requirements and expectations of the District and this RFQ. Use this section to address the ability of your Firm to undertake and accomplish the required scope of services while meeting deadlines, the Firm's record of meeting schedules and deadlines of other clients, advantages over other firms in the same industry, strength and stability as a business, and supportive client references. Describe the Firm's ability to provide preconstruction and lease-leaseback services exclusively and in a timely manner for the District and the Firm's commitment to providing experienced personnel assigned to District's Project.

d. Litigation – Furnish and provide specific information on any termination for convenience, litigation settled or judgments entered within the last five (5) years, as well as any civil judgments within the last five (5) years. Identify if the Firm or any employee of the Firm is a party to an existing dispute with an owner, or owner's consultants, related to any project for which the Firm provided construction services. If so, please describe the nature of the dispute and its anticipated outcome.

Identify if the Firm has ever filed a petition for bankruptcy. If so, please provide the date the petition was filed and identify the jurisdiction in which it was filed.

3. Relevant Experience and Past Performance – Description of past performance and related experience. Each Firm is required to submit a list of its most relevant preconstruction and lease-leaseback services provided in the past five (5) years that are of the approximate size of the Project described in the RFQ. The list shall include: (1) a description and size of the project, (2) scope of the work, (3) dates services were performed for preconstruction services and for lease-leaseback services, (4) total price for the project (please state amounts separately for preconstruction services and for lease-leaseback services and include the final guaranteed maximum price and all contingencies and allowances), and (5) owner’s name, address, and phone number.

4. Preconstruction Services – Describe your methodology in providing preconstruction services for the Project, specifically discussing value engineering, constructability review, estimating, and scheduling. Provide examples of constructability reviews that you performed that resulted in the identification of significant design conflicts or omissions, and of value engineering that resulted in significant savings of money or time. State whether your firm has building information modeling capability and use of BIM on prior lease-leaseback projects.

5. Labor Compliance/Skilled and Trained Workforce – Describe your ability to comply with statutory requirements for the payment of prevailing wages, including the monitoring and enforcement of your subcontractor’s payment of prevailing wages. Provide copies of any DIR Civil Wage and Penalty Assessment issued against your Firm, explain the circumstances for the Civil Wage and Penalty Assessment, and the final resolution.

Further describe your plan and methodology to comply with the requirements for the use of a “skilled and trained workforce” as defined in Education Code section 17407.5 and Public Contract Code section 2600 et seq., for each apprenticable occupation that will be used on the Project, including all subcontractors of any tier. Include in your discussion your plan and methodology to comply with the percentage requirements for the use of “skilled journeypersons” for each apprenticable occupation and the required monthly report demonstrating compliance. Please include a copy of a sample monthly report prepared by your firm for another owner if available. Finally, identify and discuss which apprenticable occupation(s) will be the most difficult to meet the percentage requirements for skilled journeypersons on the Project and state why.

6. Safety – Discuss your plan to maintain a safe worksite. In your discussion, include whether your Firm has an Injury and Illness Prevention Program that complies with 8 CCR § 1509, whether your Firm has a safety program that meets Cal/OSHA requirements, and whether your Firm will provide a full-time person dedicated to safety on the Project.

Please state whether you have had any accidents in the past five years that resulted in a construction fatality on any of your projects and provide any details for each incident.

Please state whether you have had any recordable injuries in the past five years and provide the average total recordable injuries for the past five years.

Please provide an EMR verification from the State of California or an insurance company for each of the past five years.

7. Local Business Outreach and Participation - The District is vitally interested in promoting the growth of small and local businesses within the boundaries of the District and the City of Anaheim by means of increasing the participation of these businesses in the District's purchase of goods and services. The District has a goal of ten (10) percent of all contracts for these services be awarded to local businesses. A locally-owned business, for purposes of satisfying the locality requirements of this provision, is one which holds a valid business license issued by the city where the District is located or the city or cities where the District has schools. Describe the Firm's plan for inclusion of local businesses in the services to be provided for the District.

8. Preconstruction Agreement, and/or Lease-Leaseback Agreements – The form of both the Preconstruction Services Agreement and Lease- Leaseback Agreements (Site Lease, Sublease, and Construction Services Agreement) are attached to this RFQ as Attachment 5.

D. Fee Proposal – Preconstruction Fee, Lease-Leaseback Fee, and General Conditions – “Attachment 3”

DO NOT SUBMIT THIS FORM WITH THE PROPOSAL. ATTACHMENT 3 MUST

BE BROUGHT TO THE INTERVIEW IN A SEALED ENVELOPE. The fee proposal, “Attachment 3”, must be submitted in a separate, sealed envelope with your company name, proposal title, “Fee Proposal, Attachment 3”, labeled on the outside of the envelope and brought to the interview. Only those Firms that are invited to interview will be required to complete the Fee Proposal (Attachment 3).

Provide a fee to provide preconstruction services, the lease-leaseback fee, and a monthly general conditions fee on Attachment 3. The proposed fees should include all direct labor costs, fringe benefits, insurance, overhead, profit, and all other expenses the Contractor will incur in providing the preconstruction services and the lease-leaseback construction services. Please provide schedule with Work Plan for Preconstruction Services and a Schedule with Work Plan for Lease- Leaseback Construction Services.

1. In particular, the Lease-Leaseback Fee includes:

a. Salaries, or other compensation, of the Contractor’s officers, executives or other supervisory personnel at the Contractor’s Home Office. The term “Home Office” means any and all offices, including but not limited to principal, branch, or main office, the Contractor may have before or during the Work, except its field office for this Project.

b. All expenses of the Contractor in connection with maintaining and operating its Home Office other than field office of the Project.

c. Any part of the Contractor’s capital expenses, including interest on the Contractor’s capital employed for the Work.

d. Except as specifically provided elsewhere in the Contract Documents, rental costs of machinery and equipment.

e. Profit, overhead or general expenses of any kind, except as may be expressly included elsewhere in the Contract Documents, including Home Office supervision of all subcontracted work.

f. Payments made by Contractor to its employees or personnel on account of merit bonuses.

g. All salaries, cost and expenses incurred by Contractor in estimating and preparing estimates, administration of the Work and all other cost data and preparation required by District, exclusive of the time involving the Contractor’s field forces engaged in the actual field performance of the Work.

h. All cost and expenses of purchasing and expediting all purchase orders, exclusive of the time involving the Contractor’s field forces engaged in the actual field performance of the Work.

i. All cost and expenses of supervision and administration of progress and cost control by executives above the level of Project Manager.

j. General accounting, auditing and billing to District, subcontractors and purchase orders, payment of voucher costs, and payment of labor taxes and insurance.

k. Supervision of insurance, bonding, and taxation matters.

l. All travel expenses of Contractor’s officers and executives, and relocation costs of personnel involved in the Project.

m. All expenses paid or incurred for purchase or rental of office equipment, stationery, stamps and office supplies of any kind or nature whatsoever for Home Office.

n. All costs of any business licenses required by Contractor, and all dues, assessments and contributions paid or payable to Contractor’s technical or trade associations.

o. All cost of insurance on tools and equipment owned or furnished by Contractor; taxes assessed against property and equipment of Contractor which is not to be incorporated into the Project; taxes on gross income, except gross receipts tax, profit and net income of Contractor; and interest or money borrowed or furnished by Contractor.

p. All cost of subcontractor performance or payment bonds, or insurance in lieu thereof.

q. Storage costs at yards owned and leased by Contractor, except any yard leased by Contractor on a short-term basis solely for purposes of the Project, with District’s prior written approval.

r. All costs incurred by Contractor in violation of any terms, provision, or agreement set forth in the Contract Documents.

s. Consultations with District and its architect and architect’s consultants, and other consultants engaged by the District with respect to the Work.

2. In particular, the General Conditions Fee includes:

a. Supervision

b. Project Manager(s)

c. Superintendent(s) and any Assistant Superintendent(s)

d. Safety Coordinator(s)

e. Project Engineer(s)

f. Scheduler(s)

g. Estimator(s)

h. Small tools/hand tools (Replacement value does not exceed $500 per item)

i. Field office costs and expenses including any staff, materials and supplies, postal/carrier/messenger costs, office furniture, copier, telephones, portable telephones and electronic devices, computers, plan rack/storage, answering machines, maintenance services, reprographic services, and office drinking water

j. Job site trailer or off-site trailer and storage rental and expenses

k. Site fencing

l. Utilities including gas, electric, sewer including any portable toilets, water, telephone and data for landline and wireless services and devices, radios, telefax.

m. Data processing personnel and equipment

n. Federal, state, or local business income and franchise taxes

o. Contractor’s vehicles for the above personnel.

p. Any costs and expenses for layout/survey work, safety including signage and personal protective gear for Contractor’s personnel and job site visitors, temporary protection of District’s property, temporary construction, construction equipment, material handling and hoisting, mobilization and demobilization, and installation and removal.

q. Costs and expenses of any kind or item not specifically and expressly included in the definition of Contractor’s Lease- Leaseback Fee.

IX. PREPARATION AND SUBMITTAL OF THE SOQ

A. SOQ Submittal and Deadline

One (1) un-bound original and (1) PDF copy scanned onto a Flash Drive of the SOQ must be submitted under sealed cover. Label the outside of the sealed SOQ envelope with company name, SOQ title and RFQ TIMELINE due date and time. Electronic pdf copies are supplemental only and do not substitute for the required original wet-ink submission.

SOQ packetss shall be sealed and delivered to:

It is the sole responsibility of the Respondent to ensure that its submission is received by the stated deadline. Any submission received after the scheduled closing time will be returned unopened. The Pomona Unified School District is not responsible for SOQ packets sent via U.S. Mail, UPS, and Federal Express or by any other delivery service. All SOQ packets are due at the Front Desk of the Education Center by the posted or advertised closing date and time. It is the Proposers’ responsibility to ensure that their SOQ packet is delivered to the Front Desk located on the first floor, at 800 South Garey Ave, Education Center, Pomona, CA 91766. The District will accept and not deem the sealed packets late as long as they are checked in and affixed with a district-generated label confirming receipt at the Front Desk of the Education Center by 10:00 A.M. The District will consider the sealed packets late if they are not checked in and affixed with a district-generated label confirming receipt by 10:01 A.M. on OCTOBER 12, 2026. It is highly recommended that Proposers confirm the time with the Receptionists upon arrival to the Education Center lobby. Faxed or emailed proposals will not be accepted.

If Respondent is submitting their SOQ packet by mail rather than in-person delivery, the sealed packet must reference the RFQ/P number and title AND must be addressed to:

Pomona Unified School District Attn: Purchasing Department

800 S. Garey Avenue Pomona, CA 91766

It is still the Respondent’s responsibility to ensure that their SOQ packets, if mailed, are received in the Purchasing Department by the deadline. The District shall not be responsible for, nor accept as a valid excuse for late SOQ delivery.

B. SOQ Completeness

SOQs shall be completed in all respects as required by the instructions herein. A proposal may be rejected if it is conditional or incomplete, or if it contains alterations of form or major irregularities of any kind as determined by the District. A SOQ will be rejected if, in the opinion of

Pomona Unified School District Education Center, Front Desk 800 South Garey Avenue Pomona, California 91766 the District, the information contained therein was intended to mislead the District in the evaluation of the proposal.

C. District Not Responsible For Preparation Costs

All costs incurred in the preparation, submission and/or presentation of Firms responding to the RFQ including, but not limited to, the Firm's travel expenses or long distance charges to attend any pre-conferences, presentations, interviews, and negotiation sessions, shall be the sole responsibility of the Firm and will not be reimbursed by the District. The District shall not pay for any costs incurred for proposal or contract preparation as a result of termination of this RFQP or termination of the contract resulting from this RFQ.

D. Right to Use Ideas All SOQs and other materials submitted become the property of the District. District reserves the right to use any ideas presented in any response to the RFQ. Selection or rejection of the proposal shall not affect this right.

E. Modification or Withdrawal Of SOQ

A Firm may modify or withdraw an SOQ after submission by written request of withdrawal and re-submission, provided that the SOQ withdrawal is prior to the proposal deadline specified.

F. Amendments

Firms are advised that the District reserves the right to amend this RFQ at any time. Amendments will be done formally by providing written amendments to all potential Firms known to have received a copy of the RFQ and/or by publishing the amendment on the District’s website. Each Respondent is solely responsible for checking that location and must acknowledge in its Response each addendum issued. No oral statement or other communication shall modify this

RFQ/P.

G. Signature

The RFQ/P required forms must be signed in the name of the Proposer by the person or persons duly authorized to sign the SOQ and Proposal on behalf of the Proposer. Required signatures must be original, permanent blue wet-ink signatures unless the District expressly authorizes another form in writing. Proposal text, prices, wording, and notations may be typewritten. No photocopies, scans, digital versions, or other reproductions of required original signatures are permitted.

If a stamp, embossed seal, or similar authentication device is used, the seal or stamp must be an original impression. No photocopies, scans, digital reproductions, or any other non-original reproductions are permitted. Responses which do not meet these specifications may be deemed nonresponsive, and therefore rejected.

It is each Proposer’s sole responsibility to fulfill these requirements. The District reserves the right to waive minor irregularities when the proposer can satisfactorily demonstrate the authenticity of a signature, stamp, or seal.

Nothing in this section alters or replaces any other requirement in this RFQ/P for original documents, stamps, and seals where expressly required.

H. Modifications

Changes in or additions to any of the Proposal documents, alternative Proposals, or any other modifications which are not specifically called for in the…