Mason Consolidated Schools CM RFP.pdf

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Attached to
Mason Consolidated Schools Construction Management Services
Solicitation number
RFP - MASO - 240000001484
Issued by
Monroe County, Michigan

About this file

This document is a Request for Proposals (RFP) issued by Mason Consolidated Schools in Michigan for Construction Management Services. The project may include pre-design, design, construction, and post-construction services for a proposed project to upgrade infrastructure at all district buildings, including electrical and water system upgrades, and other improvements to be determined. The district expects to pay for the project through voted bonds that will be placed on the May 2025 ballot. Proposals are due by March 29, 2024, and the district plans to select a construction manager by April 3, 2024, with work to commence as soon as practical after the agreement is finalized.

The RFP outlines the scope of services expected, including facilities assessment, pre-bond planning, budget development, scheduling, bidding, construction oversight, and post-construction support. Proposers must provide pricing details broken down by project phase, including professional fees, reimbursable expenses, and general conditions costs. No payment will be made until the district receives bond proceeds, and if the bonds are not issued, the district will not be responsible for any fees or expenses. The district reserves the right to modify the project delivery method and negotiate the final agreement with the selected firm.

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Mason Consolidated CM A133-2019.pdf PDF
General Conditions A201-2017.pdf PDF

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MASON CONSOLIDATED SCHOOLS

CONSTRUCTION MANAGEMENT SERVICES

REQUEST FOR PROPOSALS (“RFP”)

March 1, 2024

REQUEST FOR PROPOSAL FOR

PART 1 -- GENERAL INSTRUCTIONS

A. Instructions

Qualified firms are invited to submit proposals to Mason Consolidated Schools (the “District”) for

Construction Management Services for a proposed project which may include: (1) Pre-Design Phase

Services, (2) Design Phase Services, (3) Construction Phase Services, (4) Post-Construction Phase

Services, and (5) other potential components to be determined (collectively the “Project”). The successful firm is also expected to provide the District assistance in developing the full scope of the

District’s construction program and Project.

The scope of the Project is not yet fully determined. Proposing firms are expected to evaluate the

District’s facilities and assist in developing the Project program and pre-bond planning. However, Attachment “D” provides a brief description of what the District envisions for the Project at this time.

The District expects to pay for the Project through voted bonds that will be placed on the ballot at the

May 2025 election.

The District expects that it will use a Construction Manager-At-Risk/Constructor for this Project.

The District reserves the right, however, to modify the form of delivery method prior to the execution of an agreement between the selected architect and District based on the proposals submitted. Unless the District modifies the project delivery method, the form of agreement between the selected bidder and the District will be as set forth in Attachment “A,” hereto (the “Agreement”), which is premised on AIA Document A133 – 2019 Edition and AIA Document A201 – 2017 Edition. For the purpose of this RFP, the terms “proposal” and “bid” shall be treated as one and the same.

The District reserves the right to reject any or all proposals and to make any award that it considers to be in the best interest of the District.

B. Proposal Submission

To be considered by the District, ten (10) copies of the complete proposal must be received no later than March 29, 2024 by 3:00 p.m. Proposals should be addressed to:

Kelli Tuller

Superintendent

Mason Consolidated Schools

2400 Mason Eagles Drive

Erie, MI 48133

The lower left corner of the submittal envelope should be marked: PROPOSAL FOR

CONSTRUCTION MANAGEMENT SERVICES.

Submitted proposals become the property of the District and will not be returned.

C. Late Proposals

Any proposal received by the District after the time specified above may not be considered, in the

District’s discretion. The party submitting a proposal shall bear full and total responsibility for ensuring timely receipt of that proposal.

D. Withdrawal of Proposals

Proposals may be withdrawn by written notice received at any time prior to the submission deadline.

Proposals may be withdrawn in person, provided that the firm’s representative signs a receipt for the proposal prior to the submission deadline.

E. Questions Concerning this RFP

Inquiries may be made to Kelli Tuller at the address above, via telephone at (734) 848-9304, or via email at ktuller@eriemason.k12.mi.us. Information about the District is available during business hours (8:00 a.m. – 4:00 p.m.).

F. Economy of Preparation

Proposals should be prepared simply, providing a concise description of the firm’s ability to meet the requirements of this RFP. Please limit your proposal to the information requested in Part 3 - Proposal

Details and Part 4 – Proposal Summary.

G. Proposal Signature

The section entitled, Part 4 - Proposal Summary, should be signed by the person responsible for the decision as to services and costs being offered. In the case of a joint proposal, each party should certify as to services and costs being offered by its own firm in connection with this proposal.

H. Prime Responsibilities

The firm selected will be required to assume responsibility for all services described in this RFP and in the proposal, regardless of who actually provides such services and whether the selected firm utilizes separate consultants. The selected firm shall be the sole point of contact with regard to contractual matters, including payment of any and all charges resulting from the contract. The firm shall provide at least all services traditionally provided by a construction manager-at risk on school construction projects in Michigan and in compliance with other applicable laws, including prevailing wage and fringe benefit rate requirements of MCL 401.1101, et seq. In the event of a joint proposal, such firm shall be jointly and severally responsible for all services offered in the proposal, regardless of who produces them.

I. Proposal Preparation Costs

All costs incurred for proposal preparation presentation, or contract negotiation are the responsibility of the firm. The District shall not be responsible for, and will not pay, the cost for any information solicited or received.

J. Acceptance of Proposal Contents

The contents of the proposal of the selected firm will become contractual obligations when a contract is issued, except with regard to particular contents which are rejected by the District. Failure of the successful firm to abide by such obligations without the express consent of the District’s Board of

Education will result in cancellation of the award.

K. Proposed Project Schedule

The District expects work on the Project to commence as soon as practical after the Agreement is finalized. The District and all bidders recognize that this schedule may be modified once the Architect and Construction Manager are selected and the Architect and the Construction Manager firms have reviewed the Project requirements. Notwithstanding the foregoing, a review of the District’s facilities is time critical and may be expedited.

L. Collusive Bidding and Relationship Disclosure.

The Proposer certifies that their Proposal is made without any previous understanding, agreement or connection with any person, firm, or company making a Proposal for the same project and is in all respects fair and without outside control, collusion, fraud, or other illegal action.

The Proposer shall submit a Familial Relationship Disclosure in substantially the form attached hereto as Attachment “B.”

The Proposer shall submit an Iran Economic Sanctions Act Certification in substantially the form attached hereto as Attachment “C.”

M. Scope of Services

It is assumed that any proposal submitted will include, but shall not necessarily be limited to, the performance of all of the activities and services identified in this section and as set forth in the form of

Agreement attached as Attachment “A.” The District will consider alternate proposals; however, the proposals must clearly indicate any activities that have been deleted and/or added from the requested scope of services.

1. Pre-Design Phase Services

a. Conducting a full facilities review with the District and the Architect.

b. Work with Architect to develop cost estimates.

c. Assist District in planning, developing concepts, and facilities assessment.

d. Provide comprehensive information campaign materials and support to educate voters about the bond proposal.

2. Design Phase Services

a. Consult with District and its Architect to provide value engineering and construction advice regarding materials, methods, systems, and other conditions as they affect the project(s).

b. Review design drawings and documents, prepare a budget of estimated construction costs and continuously update the budget.

c. Conduct and/or coordinate all testing and/or surveys required for the project(s).

d. Prepare a construction schedule including recommendations for appropriate bidding categories and phases, as well as contract coordination and sequencing.

e. Prepare an occupancy schedule to be implemented upon completion of construction.

f. Prepare a projected cash flow schedule for all aspects of the project.

g. Assist with public meetings.

h. Develop suggested adjustments of materials, systems and other factors, which affect costs and schedule.

i. Provide cost review and constructability analysis of design detailing, recommending alternative solutions whenever details affect construction feasibility, cost or schedules.

3. Bidding Phase Services

a. Locate, screen, and recommend bidders for District approval.

b. Develop proposal forms and write work scope descriptions for each separate bidding category.

c. Distribute construction documents to bidders.

d. Conduct pre-bid conferences with all contractors for each division of work.

e. Assist in evaluating proposals.

f. Conduct post-bid interviews with apparent low bidders.

g. Make award recommendations to District.

h. Prepare all trade subcontracts and associated documents, taking into account project specific issues including but not limited to dispute resolution and insurance matters.

i. Provide a copy of insurance certificates for the coverage required by the project.

j. Receive and review construction bonds: performance and payment, where applicable.

k. Secure building permits and other governmental agency approvals and advise the District of the same.

l. Coordinate bid process and provide responses to bidder RFI’s or distribute to

A/E or Owner for response as appropriate.

m. Conduct bidding operation to meet all state, federal, and local legal requirements and in compliance with Board policies.

n. Develop summary of bids and bid recommendations to the Owner for approval.

o. Confirm compliance of all materials and identify proposed deviations.

4. Construction Phase Services

a. Continually update detailed construction and occupancy schedules.

b. Act as the prime contractor responsible to the District for the full performance and construction of the Project in accordance with the drawings and specifications.

c. Provide performance and payment bonds covering the entire Project’s cost of the work.

d. Provide full-time, on-site staff to plan, manage, and coordinate subcontractors’ activities, including work quality and safety programs.

e. Coordinate and monitor safety programs implemented by contractors.

f. Monitor the schedule on a daily basis and ensure timely adherence to the schedule. While the Construction Manager will be responsible to the Owner to maintain the schedule, the Construction Manager is expected to take appropriate action with subcontractors necessary to maintain scheduled performance.

g. Conduct progress meetings and provide progress reports, including periodic updates, as reasonably directed by the District of any activities which may affect operations.

h. Conduct project meetings for planning, coordination, and payments.

i. Periodic meetings with trade contractors’ foremen as necessary for the project and/or as reasonably directed by the District.

ii. Monthly meetings with District administrators and representatives of the Architect which will include status reports on the project, budget, change orders, and allowances for reimbursable expenses.

iii. Provide copies of meeting minutes for distribution to appropriate staff and Board members.

g. Monitor trade contractor performance and contract compliance.

h. Coordinate construction interfaces, methods, techniques and sequences.

i. Evaluate change order requests, receive District and Architect approvals, and coordinate and monitor implementation of change orders.

j. Review shop drawings for compliance with contract documents.

k. Expedite the shop drawing review process with the Architect.

l. Collect, assemble and provide to the District as-built drawings and records, operating the maintenance manuals, warranties, guarantees, and project directories.

m. Prepare and administer payment and cost control procedures, including the following:

i. Trade contractors’ Schedule of Values.

ii. Trade contractors’ Payment Application and Certification’

iii. Trade contractors’ Sworn Statements and Waivers of Lien, if applicable.

iv. Purchase Order and Disbursement Summaries.

v. Change Order Listings.

vi. Budget Cost Summary Reports.

n. Expedite District-ordered materials and loose equipment delivery.

o. Administer all general condition and construction support activities on behalf of the District.

p. Coordinate completion of punch lists, final inspections, District acceptance and occupancy.

q. Develop and secure all trade contracts.

r. Process all subcontract submittals and monitor approvals for timely delivery of specified materials

s. Process all subcontractor RFI’s

t. Provide administration of all subcontracts for construction, furnishing and equipment with Architect’s assistance.

5. Post-Construction Phase Services

a. Assist in facilitating/requiring training sessions for appropriate employees regarding the operation and maintenance of technical equipment.

b. Provide follow-up and call-back services for the duration of the longest warranty period covered by a contractor on the Project.

c. Conduct a post-occupancy walk-through appropriately timed to address Project issues prior to expiration of applicable warranties.

d. When requested, advise and assist the District with special and/or additional services beyond the scope of basic services.

e. Assist the Architect with establishing the dates of Substantial Completion.

Issue and collect final closeout paperwork.

N. Insurance Coverage

Prior to beginning work, the selected firm will be required to provide a copy of insurance certificates for general and professional liability coverages. Any consultants of the Construction Manager shall provide insurance coverages at least equal to that provided by the Construction Manager, and those consultants shall provide insurance certificates for general and professional liability coverages.

O. Payment of Fees

Professional fees and reimbursable expenses shall be itemized on the same invoice so that the District issues no more than one monthly check to the construction management firm. The specific days of the month on which invoices are to be received and checks released, as well as the payment schedule, will be determined when the contract is finalized with the selected firm. The District will make payments to the Construction Manager as determined during negotiations for a final Agreement with the selected firm. No payment for any professional services and/or expenses will be made before the District receives bond proceeds from the May 2025 bond authorization. If the bonds are not issued, the District shall not be responsible for payment of fees and reimbursable expenses, and the District may terminate the Agreement. When the District receives bond proceeds from the May 2025 bond authorization, the

District shall be responsible for payment of the agreed upon fees and/or reimbursable expenses incurred by the Construction Manager, which shall be described in the Agreement.

P. Architect

The District’s Architect for the project shall be determined on roughly the same schedule as CM selection. The District reserves the right to utilize the services of any other architects/engineers/consultants of its selection.

PART 2 -- PROPOSAL REVIEW AND SELECTION PROCESS

A. Time Frame for CM Selection

It is the intent of the District to select a CM according to the following schedule:

March 1, 2024 RFP is released

March 15, 2024 Optional Pre-proposal review meeting with Owner at 1:00 p.m.

March 29, 2024 Proposals are due by 3:00 p.m.

April 1-2, 2024 Optional Bidder interviews with Selection Committee

April 3, 2024 Board of Education selects a Construction Manager and authorizes the

Superintendent to finalize Agreement

April 22, 2024 Construction Manager begins work

The District reserves the right to adjust the above schedule and/or to add/remove steps as it deems necessary or desirable in its sole discretion, with or without notice to bidders or potential bidders.

B. Review and Selection Process

The District reserves the right to reject any or all proposals that are determined not to be in the best interest of the District. The District will not necessarily select the lowest cost proposal.

C. Construction Manager Interviews

It is expected that the District may invite firms to participate in interviews with the Board of Education

(and/or, if applicable, any Selection Committee) and to answer any questions that may exist about their proposal.

D. Evaluation Criteria

The District will evaluate proposals considering all of the information provided in response to this

Request for Proposal, including but not necessarily limited to the following:

Adherence to RFP: To merit evaluation, submittals must conform, in both content and presentation, to the parameters established in this request.

Relevant Experience: Relevant experience of the firm with construction and renovation of K-

12 public school facilities, particularly those of comparable size and complexity.

Qualifications: Qualifications and experience of the key staff to be assigned to these projects.

Timeliness: Ability of the firm to complete work tasks specified in this RFP in a timely fashion.

Responsiveness: The ability to meet quickly with District officials, contractors, etc. when necessary.

Team Compatibility: The ability of the firm to work with students, District employees, parents, community members, architectural firms, contractors, and governmental officials based on references and interviews.

Fee Proposal: The total fees for construction management services, including professional fees, allowances for reimbursable expenses (including on-site personnel costs), and allowances for general conditions items.

E. Awarding of the Contract

All proposals received shall be subject to evaluation by District Administration and the Board of

Education for the purpose of recommending a firm or firms with whom a contract will be executed. It is anticipated that the Board of Education will authorize a District administrator to finalize contract terms with the selected firm, which terms will be subject to the final approval of the Board of

Education.

The form of Agreement shall be based on the modified versions of AIA Document A133 – 2019 Edition and AIA Document A201 – 2017 Edition, attached hereto as Attachment “A.” The bidder shall be deemed to agree with the attached document in its entirety, except and to the extent the bidder specifically objects in writing to any provision therein and attaches the objection(s) as a separate document to its response to this RFP, along with a proposed alternative.

Notwithstanding anything herein to the contrary, the District shall have the ability, in its sole discretion, to negotiate any term of the Agreement. The award of a contract shall be contingent upon the successful negotiation of same. Without limiting the breadth of the foregoing, it is expressly acknowledged and agreed that the District has the right to require negotiation of an Owner/Construction Manager

Agreement utilizing an “advisor” construction manager.

PART 3 – PROPOSAL DETAILS

NAME OF FIRM:______________________________________________ YEAR ESTABLISHED: ________

ADDRESS: ________________________________________ _______________________________ ___________ (Street) (City/State) (Zip Code)

TELEPHONE NUMBER: ___________ _____________________ FAX NUMBER: ________ _____________ (Area Code) (Area Code)

A. BUSINESS ORGANIZATION

1. Individual _________ Partnership _________ Corporation ________ Other _________

2. Years firm has provided CM Services: __________________

3. List Principals and Officers of the Firm:

4. List the number of in-house personnel in your organization:

Administrative _______________ Registered Professional ______________

Estimators _______________ Cost Control Engineers ______________

Project Manager _______________ On-Site Superintendents ______________

Accounting/Finance _______________ Purchasing/Expediters ______________

CPM Schedulers _______________ Value Engineer ______________

Clerical _______________ Others ______________

DO NOT INCLUDE any firms acting as consultants.

5. Provide a brief history of your firm.

6. Enclose a copy of the firm’s most recent financial statement.

7. PERSONNEL:

Provide an organization chart, including resumes of all key personnel your firm will commit to this project(s) if awarded the contract. For each on-site superintendent you identify to be assigned to our project, please provide the name and phone number of at least two school superintendents, two business managers, and two building principals with whom the field superintendent has worked on a school building project.

8. List professional consultants outside your firm you propose using to provide services not available to your firm.

Location Number of Times

Firm Name City/State Specialty Affiliated With You

1._____________________________________________________________________________

2._____________________________________________________________________________

3._____________________________________________________________________________

4._____________________________________________________________________________

9. Provide the applicable schedule and prevailing wage and fringe benefit rates.

10. What is your firm’s present workload?

Number of Projects $ Value

Projects in pre-construction phase ___________ _________________

Projects in construction phase ___________ _________________

Please provide a list of all school construction projects and non-school construction projects currently being handled by your firm, including an indication of percentage of completion for each project listed.

11. Explain your insurance coverage:

a. Total amount of protection provided.

b. Coverage categories maintained.

c. Amount of deductible, if any.

d. Firm name, address, phone #, and contact person of Insurance Company.

e. Are the costs of this coverage included in your Fee Proposal? If not, what is the additional cost?

12. Have you had litigation, arbitration, mediation or some other form of claims filed against your company by an educational client? If yes, explain the action in detail.

13. Have you had litigation, arbitration, mediation or some other form of claims settled between your company and an educational client? If yes, explain the action in detail.

14. Have you had litigation, arbitration or some other form of claims filed against or settled with your company by any client outside of the educational market or have you filed the same against any other such client? If yes, explain the action in detail.

B. APPROACH TO CONSTRUCTION MANAGEMENT SERVICES:

1. Some construction work may occur while school is in session. Describe how your firm will: (a) ensure the safety of students, staff, visitors, and contractors; (b) minimize any interruptions to day-to-day District operations; and (c) meet scheduled occupancy dates.

2. What are some of the exceptional educational features of school buildings for which your firm has served as CM?

3. Explain your firm’s educational technology expertise.

4. Please explain your firm’s philosophy regarding the use and issuance of change orders. Further, please list the steps in your standard change order procedure, your criteria used to determine whether

Additional Service Fees will be charged, and your fee schedule (if any) for change orders.

5. Describe your firm’s method of budget/cost control, cost estimation methods, value engineering analysis, quality control, safety coordination and monitoring, and time schedule adherence.

6. Describe how your firm stays up-to-date on educational construction code and regulatory requirements?

7. Describe the bid packaging methods utilized by your firm to permit smaller and local contracting firms to meaningfully participate in the construction bid process.

8. Describe your firm’s method of communication with our building principals, district office administrators, and Board of Education for our project.

9. Describe your philosophy regarding the establishment, use and purpose of a contingency fund.

10. Identify all categories of anticipated reimbursable expenses and General Conditions items you would expect to charge to the District, as well as any multiplier that you would propose applying to such costs.

11. Please identify the methods used by your firm to facilitate the punchlist and close-out process of the project, including the steps taken to secure full performance of contractors during that process and the way in which your firm determines a project to be fully completed.

12. Add any additional information about your CM approach as envisioned for this project.

13. List the three (3) most recently completed school building projects for which your firm has acted as

Construction Manager.

a. Project Name: _________________________________________________________

School District: _________________________________________________________

Contact: _________________________________________________________

Phone Number: _________________________________________________________

Brief Description:

b. Project Name: _________________________________________________________

Contact: _________________________________________________________

c. Project Name: _________________________________________________________

Contact: _________________________________________________________

14. Provide the three (3) most recent Architectural Firms your firm has worked with on school buildings projects:

a. Firm Name: _________________________________________________________

Contact Person: _________________________________________________________

Project: _________________________________________________________

Project Completion Date: ___________________________________________________

b. Firm Name: _________________________________________________________

Phone Number: _________________________________________________________

c. Firm Name: _________________________________________________________

Phone Number: _________________________________________________________

C. ANTICIPATED PROJECT SCHEDULE

The District desires the selected firm to review the District’s existing facilities and assist the

District in preparing a Project scope immediately after selection. If the bonds financing the project are qualified through the Michigan School Bond Qualification and Loan Program, the

Construction Manager must assist in preparing an Application for Preliminary Qualification of

Bonds. Thereafter, the District, the Construction Manager, and the Architect will collaborate on creating a detailed Project schedule upon a successful bond vote. Please identify any concerns or reservations your firm may have with these general parameters and describe any negative impacts on the Project foreseen as a result of such parameters. The District anticipates working with the selected Construction Manager after bidding to consider Project Schedule adjustments necessary to maximize bidding opportunities.

PART 4 – PROPOSAL SUMMARY

The preliminary scope of work is set forth in Attachments A and D. The total cost is to include professional fees, allowances for reimbursable expenses, the cost of on-site supervisors and other personnel, and allowances for general conditions items. If you believe any other information or clarification may be helpful to the District in determining your cost for services (such as, but not limited to, a further breakdown of costs per cost or work category), please include that information in your proposal.

It is not a requirement for you to complete all of the line items in the table. However, all of the line items listed on the table must be included in your projected total cost, and costs for each category (e.g., Design Phase, Bidding Phase, Construction Phase) must be completed.

The purpose for the table is to avoid any surprises for the District and/or your firm regarding additional expenses, reimbursable expenses, and general conditions expenses, as well as associated costs. If we have failed to include a category in the table that you deem pertinent, please note that in your proposal.

Bidders are encouraged to state fixed percentages for the following phases: (1) “All Phases,” (2) “Pre-

Election/Programming Phase,” (3) “Design Phase,” (4) “Bidding Phase Services,” (5) “Construction

Phase Services,” and (6) “Post-Construction Services.”

The District understands the difficulty in submitting a cost proposal for an undefined Project scope, so if you believe any other information or clarification may be helpful to the District in determining your cost for services (such as, but not limited to, a further breakdown of costs per cost or work category), please include that information in your proposal.

Item

Professional Fee

Allowances for Reimbursables

Allowances for General Conditions

All Phases

Main Office Personnel and Expenses

Accounting and Payroll

Overhead and Profit

Transportation Expenses of Main Office Staff

Out of Town Trips with Prior Approval of Owner

Postage/UPS

Telephone and Fax Expenses

Duplication Expenses

Writing Purchase Orders

Pre-Election/Programing Phase Services

Facilities review and assessment; assist in developing Project scope and schedule

Assistance at District meetings, Treasury meetings, bond application, etc.

Assist with bond information campaign

Design Phase Services

Program and Plan Review with District and A/E

Value Engineering

Estimate Preparation

Budgeting

Testing and Survey Services

Scheduling – Cash Flow, Construction , and Occupancy

Bidding Phase Services $__________

Develop Bid Proposals

Bid Solicitation

Trade Contractor Bid Analysis

Awarding Contracts

Preparing and Issuing Contracts and Related Documents

Umbrella Liability Insurance for Project(s)

Building Permit - Application and Approval

Building Permit - Cost

Construction Phase Services $__________

On-Site Superintendent(s)

Additional On-Site Personnel

Labor Relations

Meetings with ISD Staff

Trade Contractor Meetings

Change Order Administration

Shop Drawing Preparation

Reproduction of Drawings

Payment Applications and Approvals

Field Office and Its Furnishings

Utilities Related to Field Office

Transportation Expenses of Field Staff

On-Site Vehicle

Rental Equipment

Safety and Fire Protection

Security

Temporary Electrical Power Installation

Temporary Enclosures

Temporary Heat

Temporary Roads

Temporary Storage Facilities

Temporary Toilets

Temporary Water

Traffic Control

Building Clean-Up/Trash Removal

Snow Removal

Site Clean-Up

Post-Construction Services $__________

12-Month Follow-Up

Review of work before each applicable warranty expires

SUBTOTAL

PROJECTED TOTAL CONTRACT FEES:

This proposal has been prepared to provide the District with all the information requested in Part 3, Proposal Details, of the RFP regarding Construction Management Services. The undersigned certifies that the proposal contained herein meets or exceeds the scope of services as outlined in this RFP, and that any items that have been deleted from and/or added to the requested scope of services (including, but not limited to, the proposed contract language) are clearly noted as follows:

Signed this ____ day of ______________, 2024.

Firm Name: __________________________________________________________________

Address: __________________________________________________________________

Phone Number: __________________________ Fax Number: ________________________

If a corporation, indicated State of incorporation and affix seal.

Attest: __________________________________________________________________

By: __________________________________________________________________

Signature/Title

ATTACHMENT “A”

See accompanying draft AIA Contract

ATTACHMENT “B”

FAMILIAL DISCLOSURE STATEMENT

AFFIDAVIT OF ______________________________

(insert name of affiant)

STATE OF MICHIGAN )

)ss

COUNTY OF _________________ )

___________________________________ makes this Affidavit under oath and states as follows:

(insert name of affiant)

1. I am a/the:

o President o Vice-President o Chief Executive Officer o Member o Partner o Owner o Other (please specify) ________________________ of [insert name of contractor], a bidder for construction management services for Williamston

Community Schools.

2. I have personal knowledge and/or I have personally verified that the following are all of the familial relationships existing between the owner(s) and the employee(s) of the aforementioned contractor and the school district's superintendent and/or board members:

3. I have authority to bind the aforementioned contractor with the representations contained herein, and I am fully aware that the school district will rely on my representations in evaluating bids for construction management services.

4. I declare the above information to be true to the best of my knowledge, information and belief. I could completely and accurately testify regarding the information contained in this affidavit if requested to do so.

(signature of affiant)

Dated: ________________

Subscribed and sworn before me in _________________ County, Michigan, on the ___ day of _________________, 20____

____________________________________________(signature)

_____________________________________________ (printed)

Notary public, State of Michigan, County of ________________

My Commission expires on _____________________________

Acting in the County of ________________________________

ATTACHMENT “C”

IRAN ECONOMIC SANCTIONS ACT CERTIFICATION

I am the _______(title)________ of _____________(bidder)_______________, or I am bidding in my individual capacity (“Bidder”), with authority to submit a binding bid for the provision of construction management services to Williamston Community Schools. I have personal knowledge of the matters described in this Certification, and I am familiar with the Iran Economic Sanctions Act, MCL 129.311, et seq. (“Act”). I am fully aware that the school district will rely on my representations in evaluating bids.

I certify that Bidder is not an Iran-linked business, as that term is defined in the Act. I understand that submission of a false certification may result in contract termination, ineligibility to bid for three (3) years, and a civil penalty of $250,000 or twice the bid amount, whichever is greater, plus related investigation and legal costs.

(signature)

(printed)

(date)

ATTACHMENT “D”

SUMMARY – SCOPE OF WORK

The items below are not intended to be a complete description of the scope of work but rather a partial summary of the scope of work as projected at this time.

• Conduct facilities assessment

• Participate in pre-bond planning

• Assist with developing full project scope

• Upgrade infrastructure at all buildings, including but not limited to electrical and water system upgrades

• Safe and secure facilities

• Other improvements to be determined with the advice of the architect and construction manager

Project Budget for Bond Sizing Purposes: Approximately $11 million

File details come from the government source that posted it. Updated .