MEP Task Order Contract

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Attached to
Task Order Services for FY24 MEP
Solicitation number
3242023
Issued by
Barrow County, Georgia

About this file

This is a Request for Qualifications (RFQ) issued by Georgia College and State University, a unit of the Board of Regents of the University System of Georgia, seeking qualified firms to provide task order contractor services for mechanical, electrical, and plumbing (MEP) construction projects. The solicitation (No. 3242023) seeks firms capable of performing MEP installation, repair, and related construction services including HVAC equipment, electrical systems, and plumbing infrastructure on a task order basis. The RFQ was issued on March 24, 2023, with written qualifications due by April 26, 2023, at 2:00 PM. A non-mandatory pre-submittal conference was scheduled for April 11, 2023, at 1:00 PM in Milledgeville, Georgia. Shortlisted firms were to be selected by May 1, 2023, with interviews conducted on May 10, 2023, and final selection results announced on May 16, 2023. The anticipated contract start date is July 1, 2023. The contract will be issued for an indefinite amount of as-needed construction orders with a combined maximum not to exceed $1,500,000 for the contract term. GCSU intends to award up to ten separate task order contracts. The successful contractor(s) will receive an initial one-year contract with options to extend for up to four additional one-year periods upon mutual written agreement.

Pricing will be determined on either a cost-plus-fee (GMP with open book) or lump sum basis, with the cost mechanism selected by GCSU on a per-project basis. The fee proposal, including proposed hourly rates, labor burden percentages, and detailed labor burden calculations, must be submitted in a sealed envelope at the contractor's interview. Performance and payment bonds equal to 100% of the task order agreement will be required for any individual task order exceeding $100,000, or at GCSU's discretion for smaller amounts. Eligible firms must be licensed MEP contractors in Georgia with a minimum of five years in business under the same company name, a safety Experience Modification Rate below 1.2 over the past three years, and sufficient bonding capacity for contracts up to $1,000,000. Contractors currently active on similar task order contracts with Georgia College are excluded from applying. The RFQ emphasizes experience with university projects, renovations of occupied buildings, state and regents project experience, and proximity to the Milledgeville campus (preferably within 100 miles). Up to nine firms per MEP category will be shortlisted based on qualifications and invited to present before a Selection Committee, with final rankings determined solely on qualifications before fee negotiations commence.

Text of this file

Georgia College and State University – Written Qualifications and Interview for Task Order MEP Contractor Services.

Georgia College and State University Milledgeville, Georgia

A Unit of the Board of Regents of the University System of Georgia

Request for Written Qualifications and Interview

(RFQC)

To Provide

FY24 MEP (Mechanical/Electrical/Plumbing) Task Order Services

Solicitation No. 3242023

Start of Proposed MEP Task Order Contract is July 1, 2023

Caution: The only official source for this document is the one cited in the advertisement. Not getting this document directly from that source could mean that this document has been superseded by a later version. Only those requesting this document from the advertised source will be included on a mailing list for updates. The Owner is not responsible for any reader’s failure to heed this warning.

Solicitation Issue Date:March 24, 2023
Qualifications Packages Due:April 26, 2023

TABLE OF CONTENTS

1. IntroductionPage 3
1.1. Purpose of ProcurementPage 3
1.2. Project ObjectivesPage 4
1.3. Project AssumptionsPage 4
1.4. Definitions of TermsPage 5
2. General InstructionsPage 6
2.1. Selection ProcessPage 6
2.2. Pre-submittal ConferencePage 6
2.3. Submittal InstructionsPage 6
2.4. Presentation of “Statement of Qualifications”Page 7
2.5. Scope of Work OverviewPage 7
2.6. Schedule of EventsPage 8
3. Statement of Qualifications - Submission Format and RequirementsPage 8
3.1. Electronic SubmittalPage 8
3.2. Initial Written Submittal Prerequisite CriteriaPage 9
3.3. Initial Written Submittal Evaluation CriteriaPage 10
3.4. ContentsPage 10
4. Live Presentation of “Statement of Qualifications”Page 13
4.1. Effect of Short-listingPage 13
4.2. Evaluation of Shortlisted FirmsPage 13
4.3. The PresentationPage 15
4.4. ServicesPage 15
4.5. BondingPage 15
4.6. Management PlanPage 15
4.7. Additional ConditionsPage 16
5. Presentation Format & Final EvaluationPage 17
5.1. Qualification Presentation FormatPage 17
5.2. Who Should Attend?Page 17
5.3. Things to Address at InterviewPage 17
5.4. Final EvaluationPage 17
5.5. Additional InformationPage 17
5.6. Right to ProtestPage 18

6. Task Order Fee / Profit Percentage Page 18

A Unit of the Board of Regents of the University System of Georgia

Written Statement of Qualifications to provide Task Order Contractor Services.

1. Introduction

1.1. Purpose of Procurement

1.1.1 Georgia College and State University (hereafter "GCSU" or "Georgia College”), A Unit of the Board of Regents of the University System of Georgia (Owner), is seeking Statements of Qualifications from firms interested in providing Task Order Contractor (via the CM with a GMP method and lump sum method) and Design-Build services for certain small mechanical, electrical, and/or plumbing (MEP) construction projects at GCSU. This Request for Qualifications (RFQ) seeks to identify qualified potential providers of the above-mentioned services.

Please note that this Task Order solicitation is for MEP Contractors. General Contractors need not apply unless they are licensed MEP contractors as well.

1.1.1.1 Mechanical to include, but not limited to, the installation and repair of air handlers, chillers, cooling towers, ducting, other HVAC equipment, controls, etc.

1.1.1.2 Electrical to include, but not limited to, the installation and repair of switchgear, wiring, motors, transformers, generators, lighting, electrical distribution (interior and exterior), low voltage, audio/visual, access control, fire protection alarm systems.

1.1.1.3 Plumbing to include, but not limited to, the installation and repair of piping (supply and sewer), pumps, boilers, steam equipment, fixtures, water fountains, gas distribution, fire sprinkler systems, distribution, etc.

Contractors who are currently active Task Order Contractors for Georgia College for the same scope of services that have additional renewal years available need not apply.

1.1.2 Georgia College is responsible for procuring and administering the Task Order Contract(s) for limited services for construction projects in support of GCSU Facilities Management Division.

1.1.3 A contract will be issued for an indefinite amount of “as needed” construction orders named “Task Orders.” Each Task Order consists of a Task Order Agreement, with attachments, together with the master Task Order Contract. The maximum of all Task Order Agreements issued, including all relevant Change Orders, shall not exceed $1,500,000 for the term of this contract. The intent of this RFQ is to issue up to a maximum of ten separate contracts for Task Order Contracting.

1.1.4 Contract, if awarded, will be on a blanket order basis. Both performance and payment bonds will be required in an amount equal to 100% for any Task Order Agreement over $100,000.00 but may be required on a Task Order Agreement at the sole discretion of GCSU regardless of the dollar amount. The scopes of services may vary from project to project. Projects may consist of, but may not be limited to, certain renovations and related building repair and maintenance work for the various facilities at Georgia College.

1.1.5 The delivery method of each assignment under the Task Order Contract will be a Task Order Agreement issued in conjunction with a purchase order issued by the Procurement Office. The Task Order master contract will use a Board of Regents contract template with General Requirements from the Construction Management At-Risk (CM), Design-Bid-Build (DBB), or Design-Build (DB) project delivery method.

1.1.6 The successful Task Order Contractor(s) may be offered a contract for Task Order Contractor Services, which may be valid for a term of one year. Upon mutual written agreement, the Parties may extend this contract for an additional one-year period, up to a maximum of four additional years. No actual work may be contracted between the Task Order Contractor and GCSU unless a project-specific Task Order Agreement is issued by GCSU, mutually agreed upon, and executed by the Parties (the BOR project delivery method General Requirements/Conditions [CM-at-Risk, DBB, or DB] will be determined appropriately at this time).

1.1.7 The assigned Task Order Contractor will be under contract to supply construction services, to complete the projects and place users of the facility in occupancy of the facility in a timely fashion. The Task Order Contractor is responsible for completion of all construction set forth in the Task Order Agreement with adherence to project price, schedule, and all other terms and conditions.

1.1.8 Each Task Order Agreement performed will be negotiated based on actual costs plus a universal pre-determined fee percentage (based on a maximum $1,500,00.00 in awards) with a not-to-exceed guaranteed maximum price (GMP) and “open book” processes or on a Contract Sum (lump sum) basis. Georgia College will determine the most cost-effective cost mechanism on a per project basis. Please note that manifest interim and final billings will be required for all work where a minimum of three (3) competitive bids are not obtained.

1.2. Project Objectives

1.2.1. The Task Order Contractor shall competitively select all construction subcontracts and other work appropriate for competitive selection but can, with GCSU’s approval, select construction subcontractors that will deliver the greatest value to the State of Georgia, Board of Regents, and Georgia College .

1.2.2. In selecting a firm, GCSU will emphasize experience of the firm and of assigned personnel in providing like functions on projects of similar magnitude and complexity. Selection preference will be toward firms that have depths of knowledge and resources for scheduling and budget control, as well as familiarity with state, county, and city laws, ordinances, and codes. Certified Minority Business Enterprises are encouraged to respond to this request.

1.3. Project Assumptions

1.3.1. If the assigned Task Order Agreement calls for it, the Task Order Contractor may be expected to employ a Consultant (Architect/Engineer) to deal appropriately with project conditions.

1.3.2. The Task Order Contractor, as a part of its Preconstruction Services, will assist with developing a strategy for the best approach for the successful completion of the project. For example, without limitation, Task Order Contractor will provide guidance and assistance in the preparation of a schedule and a reliable cost estimate.

1.3.3. It is the policy of the Owner and GCSU not to solicit submittals unless there is a bona fide intention to issue a Contract with the ultimate intent to execute the work; however, submittal is not a guarantee of award.

1.3.4. It is the sincere intention of the Owner and GCSU to make every effort to be fair and equitable in our dealings with all candidates for selection.

1.4. Definitions of Terms

1.4.1. Whenever the term “RFQ,” is used, the reference is to this Request for Qualifications or portions thereof, together with any exhibits, attachments, or addenda it may contain.

1.4.2. Whenever the terms “shall,” “must,” or “is required” are used in the RFQ, the referenced task is a mandatory requirement of this RFQ. Failure to meet any mandatory requirement will be cause for rejection of a submittal.

1.4.3. Whenever the terms “can,” “may,” or “should” are used in the RFQ, the referenced specification is discretionary. Therefore, although the failure to provide any items so termed will not be cause for rejection, the Selection Committee may consider such failure in evaluating the submittal.

1.4.4. Whenever the terms “apparent successful firm(s)” or “top-ranked firm(s)” or “highest-ranking firm(s)” are used in the RFQ, the reference is to the firm that the Selection Committee ultimately judged to have submitted the case best satisfying the needs of the Owner and Georgia College in accordance with the RFQ. The selection of an apparent successful firm(s) does not necessarily mean the Selection Committee accepts all aspects of the firms’ submittal or proposal.

1.4.5. Whenever the term “submittal” is used in the RFQ, the reference is to the response offered by a firm in accordance with the RFQ.

1.4.6. Whenever the term “firm” is used in the RFQ, the reference is to the entity offering a submittal in accordance with the RFQ.

1.4.7. Whenever the term “Selection Committee” is used in the RFQ, the reference is to the Owner and Georgia College’s representatives responsible for administering and conducting the evaluation and selection process of the RFQ.

1.4.8. “Task Order Contract” refers to the construction project delivery method in which, among other things, Georgia College holds contracts with the Licensed Contractor/ Design Builder, and the Licensed Contractor/Design Builder may or may not hold contracts with the trade contractors, consultants, and design professionals.

1.4.9. “Qualifications Submittal” and “Statement of Qualifications” refer to a firm’s response to the RFQ.

1.4.10. “Qualifications-Based Selection” and “QBS” both refer to a procurement process established by Congress in 1972 as a part of the Brooks Act (40 USC 1101 et. seq.), developed as a process for federal agencies to use for the selection of architectural and engineering services for public projects. It is a competitive contract procurement process whereby consulting firms submit qualifications to a procuring entity that evaluates and selects the most qualified firm, and then negotiates the project scope of work, schedule, budget, and consultant fee. Georgia law adopted QBS as appropriate under state law: see Chapter 22 of Title 50 in the Official Code of Georgia.

2. General Instructions

2.1 Selection Process

2.1.1 Georgia Code Title 50 Chapter 22

Selection of the Task Order Contractor will be a multi-step process. will generally follow the requirements of Georgia Code Title 50 Chapter 22 with respect to the selection of a Task Order Contractor for the proposed project.

2.1.2 Selection Committee

The selection of the successful Task Order Contractor will be by a Selection Committee comprising of representatives of GCSU, as appointed by Georgia College. Your contact for information and clarification about the Project must be limited to the chair of the Selection Committee, as identified in 2.3.1.c, below.

2.1.3 Statements of Qualifications

The Selection Committee will receive and review Statements of Qualifications and performance data in response to the RFQ. Review of responses by Selection Committee members will result in a shortlist of one (1) and no more than nine (9) firms to be interviewed per MEP category. Responses to the RFQ will be evaluated first against a set of weighted criteria, provided below, to determine those firms most qualified and suited for this project. Qualifications alone will narrow the field to a shortlist of finalists of no more than nine (9) firms who will be invited to be interviewed (three interviews per MEP category, only one interview will be conducted for firms with multiple categories). RFQ responses will be due by the time and date shown in the Schedule of Events (Section 2.6), at the address shown in Section 2.3.1.a, below. *Note – the number of shortlisted firms will vary by year in accordance with requirements of GCSU to maintain an adequate roster of Task Order Contractors to service the needs of the campus. Firms representing multiple trades can only hold one contract.

2.1.4 Interview of Shortlisted Firms

Firms shortlisted will be invited to present a statement of qualifications as part of their interview with the Selection Committee. As a major part of the interview, the Selection Committee will ask questions of each firm about their qualifications and their team.

2.1.5 Final Ranking of Shortlisted Firms

Candidates interviewed will be ranked, with the highest-ranked one (minimum), or three (maximum) firms selected per MEP category to enter into contract negotiations. Ranking will be based solely on qualifications.

2.2 Pre-submittal Conference

There will be a NON-MANDATORY pre-submittal conference for all interested parties to take place at 1:00 PM on April 11, 2023 in the Facilities Management Conference Room at 302 North Wayne St., Milledgeville, GA. Qualified Task Order Contractors may attend. Also, PLEASE NOTE: If you currently have an active task order your attendance is not required.

2.3 Submittal Instructions

a. Please refer to Section 3 for further instructions on the Request for Qualifications format. No submittals will be accepted after the time set for receipt in the Schedule of Events (Section 2.6). Qualifications should be submitted via email to the following address:

coby.dixon@gcsu.edu, Attention: Coby Dixon.

b. Except for submission of questions, discussed further below, proposers shall not contact any members or employees of the Owner or Georgia College regarding any aspect of this procurement until after the award of the contract. Contact with these persons could be grounds for elimination from the competition.

c. Questions relating to the RFQ may be asked at the mandatory pre-submittal conference. Other questions must be submitted in writing via submission to the Question and Answer section of the State Purchasing’s Sourcing Director by 03/04 at 2:00 PM at and will be answered by 03/08.

d. All questions from the pre-submittal conference, as well as any questions that have been submitted in writing before the deadline, will be compiled and answered in writing. The deadline for submission of questions relating to the RFQ is the time and date shown in the Schedule of Events (Section 2.6). Answers will be posted on State Purchasing’s Sourcing Director.

e. It is the responsibility of each submitter to examine the entire RFQ, seek clarification in writing, and review its submittal for accuracy before submitting their qualifications. Once the submission deadline has passed, all submissions will be final.

2.4 Presentation of “Statement of Qualifications”

After receipt of the qualification submittals, no less than one (1) and up to nine (9) firms per MEP category shall be judged most qualified based on the information submitted will be invited to prepare a “live” presentation. Each presentation shall not exceed 40 minutes and shall contain additional detailed information concerning their experience and abilities relevant to task order projects. The shortlisted firms will present their qualifications “in person” as the first part of a formal interview with the Selection Committee.

2.5 Scope of Work Overview

The Task Order Contractor will provide cost estimates and cost evaluation, value engineering recommendations, design analysis, constructability reviews, and technical input on methods of construction, materials, details, and subcontractor bidding packages. The Task Order Contractor shall also develop and maintain a master project schedule. During the execution of a Task Order Agreement, Task Order Contractor will be responsible for the following things, without limitation:

· methods of construction

· safety programs

· general conditions

· prequalification of potential subcontractors

· performance of all work

· certification of work-in-place

· pricing procurement and creation of a GMP for each project unless instructed by GCSU to provide lump sum pricing

· payment requests

· coordination and scheduling of all work of all construction contracts and miscellaneous contracts required for the completion of the project within the predetermined budget and schedule

· in the event of the implementation of a Design-Build contract, Task Order Contractor will be responsible for design services

2.6 Schedule of Events

The following Schedule of Events represents best estimate of the schedule that will be followed. reserves the right, at its sole discretion, to adjust this schedule as it deems necessary. Notification of any adjustment to the Schedule of Events shall be provided to all who have requested this RFQ.

EVENT

DATE

TIME

1. GCSU issues advertisement.

3/24/23

2. GCSU conducts NON-MANDATORY pre-submittal conference for all interested firms

4/11/23

1:00 PM

3. Deadline for written questions and clarification on Request for Qualifications

4/18/23

5:00 PM

4. GCSU issues final addendum to answer questions/clarifications.

4/21/23

2:00 PM

5. Deadline for submission of Qualifications due.

4/26/23

2:00 PM

6. GCSU completes qualification evaluation and issues shortlist

5/01/23

2:00 PM

7. GCSU interviews shortlisted firms

5/10/23

TBD

8. GCSU issues final selection Results

5/16/23

9:00 AM

9. GCSU awards contract to final selected firms

5/19/23

TBD

3. Statement of Qualifications - Submission Format and Requirements (Response to Request for Qualifications or “RFQ”)

3.1. Electronic Submittal Each submittal shall be submitted via email to: coby.dixon@gcsu.edu. The transmittal letter (or cover letter) will not count toward the page limit (specified in Section 3.1.2.). The table of contents sheet and the tab sheets also do not count toward the page limit. Submitters are encouraged to follow the sequence of the Initial Written Submittal outlined here in their responses. Responses should be concise, clear, and relevant. Submitter's cost incurred in responding to this RFQ is submitter’s alone and does not accept liability for any such costs.

3.2. Submittals of qualifications will be accepted until time and date shown in the Schedule of Events (Section 2.6). This is a firm deadline.

GCSU is not responsible for the proper or timely delivery of submittals. Failure to meet the deadline for receipt of submittals will result in rejection of the submittal. Submittals received after the deadline will not be considered whether delayed in transit or for any other cause whatsoever. Each firm is solely responsible for the accuracy and completeness of its submittal. Errors and omissions may constitute grounds for rejection.

3.3. Qualifications submittals use the standard 8½” x 11” format. Responses are limited to fourteen pages (may be less) using a minimum of a 10-point font.

The pages of the qualification submittals must be numbered. A table of contents, with corresponding tabs in the body of the submittal, must be included as well to identify each section. Placing multiple tabs on a single page is perfectly acceptable. If more than one item in the table of contents can be started on the same page, you may do so and place all corresponding tabs on that page. Any affidavits called for may be included in an appendix and will not count toward the page limit.

3.4. The e-mail subject line should reference “RFQ for Task Order Contractor Services, Georgia College and State University

3.5. Initial Written Submittal Prerequisite Criteria

Firms must meet the criteria in the bullet points immediately below. Firms that do not meet these criteria are automatically disqualified for further evaluation.

· Firm MUST be a Licensed Contractor having been in business under the present company name for a minimum of five (5) years.

· Firm SHOULD provide documentation of having experience of working for a university in an urban setting. It is preferred that the firm has experience working for a university in similar size of Georgia College.

· Firm SHOULD have the location of a company office within 100-miles of main campus. The company location shall be the mailing address provided to the State of Georgia for the registration of the business name of the company.

· Firm MUST have required State of Georgia licensure to perform the scope of work for the project. An officer, partner, or principal of the Contractor shall be the holder of the License.

· Firm MUST provide information documenting if, within the last five (5) years, the Licensed Contractor has or has not been involved in litigation with any Client regarding construction. If yes, provide an explanation of the circumstances surrounding and ultimate disposition of the litigation.

· Firm MUST provide information documenting if, within the last five (5) years, the Licensed Contractor has or has not been declared in default on any construction contract within that time.

· Firm MUST provide information documenting compliance with the federal and state work authorization and immigration laws (see https://e-verify.uscis.gov/enroll for more information).

In order to be deemed eligible for evaluation, the submitting firm must create, officially sign, and place in its submittal an affidavit that contains the following statements:

· We certify that our firm has a safety Experience Modification Rate average of less than 1.2 over the last three years.

· We certify that our firm has sufficient bonding capacity to provide a payment and performance bond for total cost of work.

· We certify that our firm has a current Builder’s Risk Insurance Policy.

· We certify that our firm meets or exceeds the insurance requirements set forth by the Georgia Board of Regents. (The Owner reserves the right to require additional limits and coverage in the final contract.)

Such affidavit may be placed in an appendix and will not count toward your page limit.

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3.3. Initial Written Submittal Evaluation Criteria

Major Category
Criteria

Completeness of Submittal

(POINT VALUE=10)

Extent to which the instructions in the RFQ were followed

Financial Information

(POINT VALUE=30)

Firm’s financial stability

Adequacy of Firm’s Resources (POINT VALUE=30)

Ability of project team to respond to project needs during Task Order contract services

Proximity of firm’s resources to the potential project locations

Extensiveness of firms in house and subcontractor resources

Depth of Personnel Capability with Relevant Experience

(POINT VALUE=50)

Depth of resources with experience and ability, qualified and available for Project Superintendent role and, if applicable, Project Manager role

Specific personnel experience with renovations

Firm’s relevant project experience

(POINT VALUE=50)

Firm’s experience with renovations

Firm’s experience with renovations of occupied buildings

Firm’s experience with preconstruction and construction services

Firm’s experience on State or Regents projects

Firm’s litigation record

Firm’s Experience and Special Capabilities with Task Order Services (POINT VALUE=30)

Firm’s experience providing Task Order contract services

Firm’s innovations and unique approaches with Task Order contracting

3.4. Contents. The qualification submittal should contain the following information in the following order:

3.4.1. Statement of Interest. Briefly, tell why your firm is interested in this project.

3.4.2. Firm Description

3.4.3. Basic company information

i. Company name

ii. Address & Zip code

iii. E-mail address & Name of primary contact

iv. Telephone number

v. Number of years in business

vi. Copy of State of Georgia licenses

vii. Work Authorization Verification Program User ID or Registration No. and Date of Authorization (see https://e-verify.uscis.gov/enroll for more information)

3.4.4. Form of ownership, including state of residency or incorporation: Is the offeror a sole proprietorship, partnership, corporation, Limited Liability Company (LLC), or other structure?

3.4.5. Describe the history and growth of your firm(s).

3.4.6. Regarding litigation with Owners, subcontractors, and design professionals: List any active or pending litigation and explain. If the firm has been involved in any other relevant litigation in the past five years, list and explain.

3.4.7. Has the firm ever failed to complete any work awarded to it or has it been removed from any project awarded to the firm? Explain.

3.4.8. Give three references to which your company has provided professional services of a nature and quality similar to those described herein. Reference shall not include current Using Agency employees. This reference information should include a short paragraph describing the service(s) provided, together with the following:

i. The name of the organization to which the services were provided;

ii. Project location;

iii. Dates during which services were performed; must be within the last 5 years.

iv. Brief description of project;

v. A current contact name, together with organizational title, at the firm, and

vi. The contact’s current address and telephone number; (Note: References will be contacted. Be sure that contact information is current. Failure to reach a contact may result in a non-compliant submission.)

3.4.9. Provide a statement of disclosure, which will allow GCSU Procurement to evaluate possible conflicts of interest. This disclosure requirement is not about revealing relationships that your company might have with persons not of your company who are directly involved in the decision-making regarding this project. If your company has no conflicts of interest, your statement should affirm that as fact, and you may do so succinctly.

3.4.10. Office Submitting Qualifications

If the firm has multiple offices, the qualification statement should include information about the parent company and branch office separately. Identify the office from which project will be managed and that office’s proximity to the project site. Parent company (or general office) financial information as totals will be acceptable IF “parent” (or “general office”) means that it is financially responsible for the liabilities of the branch office. If the parent company is not so responsible, meaning that its financial resources are not available to the office that will perform the contract, it will be misleading to offer the financials of any office other than the one with the prospect of a contract with .

3.4.11. Financial Responsibility

i. List your total annual billings for each of the past three calendar years.

ii. List the contact persons, addresses, and telephone numbers for your insurance carrier and agent.

iii. List the contact persons, addresses, and phone numbers for the firm's bonding company and agent.

iv. The Task Order Contractor is required to have sufficient bonding capacity for contracts up to $1,000,000.00 (one million dollars).

v. What percentage of your firm's work has been negotiated during the past three years?

vi. Supply firm’s Current Ratio (Current Assets / Current Liabilities) experience for the last five years, with a signed affidavit. Such affidavit may be placed in an appendix and will not count toward your page limit.

3.4.12. Personnel Capability

Provide general information about the firm's personnel resources, including classifications and numbers of employees and the locations and staffing of relevant offices. Provide list of qualified and available personnel resources, identifying experience and ability for key personnel. The key personnel, at a minimum, are the project superintendent and, if applicable, project manager, and the project executive in charge. At this stage, firms may list more than one person qualified and available for the proposed Task Order Contract.

3.4.13. Firm’s Relevant Project Experience

Relevant project experience on Task Order Contracts and/or projects of similar building types and delivery methods. Of special interest will be firm’s experience with renovations of occupied buildings. Describe five projects in order of most relevant to least relevant that demonstrate the firm's capabilities to perform Task Order Contract services. For each project, the following information should be provided:

i. Project name

ii. Project location

iii. Dates during which services were performed

iv. Physical description (e.g., square footage, number of stories, site area, etc.)

v. Brief description of project

vi. Services performed by Task Order Contractor

vii. Statement of performance versus owner expectations in the areas of cost, quality, and schedule

viii. Owner reference

ix. Design professional reference

3.4.14. Safety Information

Provide a letter on the letterhead of the firm's insurance company stating the Workers Compensation Experience Modification Rate (EMR) for the past three years, to be included along with the signed affidavit required earlier in this section. This letter may be placed in the appendix.

3.4.15. Statement of Firm’s Special Capabilities with Task Order Services This section provides each firm the opportunity to provide specific information that differentiates them from others in the competition. This may include, but is not limited to the firm’s fit to the projects and /or needs of , any special or unique qualifications for the projects, current and projected workloads, the location(s) of office(s) to potential project locations, extent that experience and any techniques or methodologies offered by the firm that may be particularly suitable for this contract. Provide non-discrimination policies and describe the firm’s record and methodologies of addressing public safety, accessibility concerns, environmental concerns, historical preservation, or other related concerns. This statement is limited to two pages.

3.4.16. Additional information, not explicitly required by the RFQ, placed in the appendix will not be considered and may be grounds for rejection of the submittal.

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4. Live Presentation of “Statement of Qualifications” (Response to Request for Qualifications “RFQ”)

4.1. Effect of Short listing

The Selection Committee will review the qualifications submitted above and shortlist no more than nine firms. These shortlisted firms will be asked to participate in an interview before the Selection Committee to elaborate their qualifications in person. The firms selected to make a presentation to the Selection Committee will be notified within the time outlined in Section 2.6, “Schedule of Events.”

4.2. Evaluation of Shortlisted Firms

Evaluative Criteria – The Selection Committee will evaluate the content of the qualification’s presentations based upon the criteria listed in the table below. has judged each major category of criteria to be worth the point value given, as a maximum, in establishing committee rankings of proposals presented. The services being sought under this RFQ are considered professional in nature. Consequently, the evaluation of the proposals will be based upon consideration of the demonstrated qualifications and capabilities of the proposers. Absent subsequent written notice to the shortlisted firms affected, factors to be considered in the evaluation of the technical proposal will be limited to the following:

[EVALUATION CRITERIA TABLE PROVIDED ON NEXT PAGE]

Major Category
Criteria

Qualifications and experience of the proposed project team

(POINT VALUE=30)

Experience of the Task Order Contractor’s Project Manager and Superintendent working together on past projects

Quality of references about the proposed Superintendent and, if applicable, Project Manager

Proposed team’s experience with projects of similar size and type

Team’s experience with renovations of occupied buildings

Proposed team’s experience with effective budget control

Proposed team’s experience with effective schedule control

Services (POINT VALUE=20)

Quality of firm’s proposed services and how well services address proposed project needs

Communication skills

Firm’s articulation of alternative approaches, demonstrating flexibility in addressing project requirements

Firm’s ability to apply in-house services to solving project issues

Management Plan for Task Orders (POINT VALUE=25)

Firm’s demonstrated ability to solve complex project issues

Effectiveness of firm’s cost management plan during design and construction

Firm’s approach for managing changes within the stated cost and schedule limitations

Effectiveness of firm’s schedule management plan during design and construction

Effectiveness of firm’s subcontractor management plan

Effectiveness of quality assurance program and plan

Effectiveness of closeout plan

Effectiveness of plan for administering any other services identified by firm and offered to add value to project

Firm’s understanding of this project as part of a higher education facility that will remain in operation during construction

Nondiscrimination Policy

(POINT VALUE=10)

Firm’s nondiscrimination policies, any affirmative action policies concerning its work force and procurement practices, and any proposed efforts for inclusion of small and minority business enterprises

Firm’s approach to implementing an effective nondiscrimination policy and local or small contractor outreach program

Firm’s record on nondiscrimination based on race, creed, color, sex, or national origin in its employment or procurement practices

Safety & Site Security

(POINT VALUE=15)

Quality of firm’s safety plan.

Quality of firm’s logistics plan.

Presentation Sequence Because qualifications are to be presented live, with a brief synopsis to be left for Selection Committee consideration afterward, presenting firms are advised to follow the criteria given above in such manner that the Selection Committee can follow along the criteria list and take proper note of the evidence you give to demonstrate matching qualifications.

4.3. The Presentation

The presentation of the qualifications should contain information pertinent to the following points of interest:

4.3.1. Qualifications and Experience of Proposed Project Team:

· Describe your firm's proposed organization for the construction management team. Your synopsis should provide an organizational chart showing the lines of responsibility and accountability. Please designate the specific people to fill the following key roles on your team: Task Order Contractor’s Superintendent and, if applicable,

· Task Order Contractor’s Project Manager

· Project Executive

· Other (please describe, if applicable)

a. Please identify the person who will be the leader of your construction team and the principal point of contact between your firm and the prospective Consultant (Architect/Engineer), and other consultants. This person’s competence, leadership, and ability to achieve customer satisfaction will be heavily considered in the selection of a construction management firm.

4.4. Services

a. Describe a list of services that you normally provide that would benefit GCSU.

b. Define value engineering and describe your approach to providing value engineering with relevant examples.

c. Occasionally, subcontractors and suppliers go bankrupt during the course of a project. What would you do to protect from being affected adversely by such an occurrence?

4.5. Bonding

Describe the process to be used for providing bonding equal to 100% of Task Orders Agreements over $100,000.00.

4.6. Management Plan

4.6.1. Describe your process for project management and for efficiently resolving issues and maintaining the project commitments. Provide specific examples demonstrating your ability to solve complex project issues without compromising your team commitments.

4.6.2. Describe your systems and procedures for controlling costs and changes during design and construction.

4.6.3. Describe your systems and procedures for meeting “open book” requirements

4.6.4. Describe systems and procedures your firm uses to manage the project schedule.

4.6.5. Provide your detailed subcontractor management plan, including contract document compliance procedures, project accounting procedures, and issue resolution. Describe how your firm would assist in insuring participation by local subcontractors. Include examples of other projects where you have been successful in meeting similar goals.

4.6.6. Provide your quality assurance plan for Task Order Contractor services. Explain your process for ensuring quality workmanship.

4.6.7. Provide your closeout management plan for Task Order Agreements.

4.6.8. Provide assurances and your commitment regarding site logistics and safety.

4.6.9. Nondiscrimination Policy

a. Describe your firm’s nondiscrimination policies, any affirmative action policies concerning its work force and procurement practices, and any proposed efforts for inclusion of small and minority business enterprises.

b. Describe your firm's record on policies of nondiscrimination based on race, creed, color, sex, or national origin in its employment or procurement practices.

4.6.10. Safety and Site Security

a. Provide your safety plan.

b. Describe your plan for working around existing operations and within occupied spaces.

4.7. Additional Conditions

4.7.1. Restriction on Communications. From the issue date of this RFQ and until Task Order Contractor(s) are selected and the selection is announced, responders are not allowed to communicate with any person on the staff of the or the Board of Regents regarding this offering; except through the Issuing Officer or an assigned delegate. Procedural questions and clarifications regarding this RFQ shall be reserved for the prequalification meeting.

4.7.2. Confidentiality of Documents: Upon receipt of “Statement of Qualifications” by , the submittal shall become the property of the without compensation to the proponent for disposition or usage by the Owner and at their discretion. Subject to the provisions of the Open Records Act, the details of the proposal documents will remain confidential until final award.

4.7.3. Costs to Prepare Responses: assumes no responsibility or obligation to the respondents and will make no payment for any costs associated with the preparation or submission of “Statement of Qualifications.”

4.7.4. Equal Employment Opportunity: During the performance of this Contract, the Task Order Contractor agrees as follows: The Task Order Contractor will not discriminate against any employee or applicant for employment because of race, creed, color, sex, age, national origin, place of birth, or physical handicap. Task Order Contractor must have a history of being non-discriminating and will not discriminate on the basis of race, creed, color, sex, or national origin in any of its employment practices, or procurement practices with respect to the workforce of the firm, or procurement services in connection with this project. An affirmative action plan must be maintained for both work force and procurement practices.

5. Presentation Format & Final Evaluation

5.1. Qualifications Presentation Format

The time allotted to each firm for the presentation and interview will not exceed 50 minutes (5 minutes for setup, 30 minutes for presentation, 10 minutes for question/answer session, and 5 minutes for knockdown). The format of the firm’s presentation during the interview session is at the discretion of the firm; however, firms should be wary of electronic presentations. Any time beyond your five minutes for setup wasted in attempting to make a computer-aided presentation run will not be compensated for from the Selection Committee’s time for questions. All members of the Selection Committee will be present during the formal interview. Firms must address any questions, prior to the interview, to the Selection Committee Chair. Firms must not contact any other members of the Selection Committee before or after the interview until after a contract is executed.

5.2. Who Should Attend?

Please limit the number of representatives of the Task Order Contractor team to no more than five people, but include at least the Task Order Contractor’s Superintendent, Project Manager, and those with whom GCSU will interact regularly.

5.3. Things to Address at Interview

The intent of the formal interview process is to provide the Selection Committee with in-depth information from the Task Order Contractor firm in order to make a final selection of the best-suited firm for the contract and to provide a fee proposal as well as a proposed staffing proposal.

5.4. Final Evaluation

Upon the Selection Committee’s completion of the evaluation process, the firms will be ranked in descending order of recommendation. Public notice of the competition's results will follow, first to the shortlisted firms. Once the successful Task Order Contractors have been determined, GCSU will open only the fee proposals of these firms. In the event that a fee cannot successfully be negotiated with these firms, GCSU will approach the next ranked Task Order Contractor. GCSU will award Task Order Contracts to a minimum of three Task Order Contractors. The Owner and GCSU will develop the Form of Contract.

5.5. Additional Information

5.5.1. GCSU reserves the right to withdraw this RFQ or to reject any and all submittals at any time and cancel the project if, in the sole discretion of GCSU, continuation is deemed not to be in the best interest of Georgia College.

5.5.2. In addition to GCSU’s general right to reject all submittals, a submittal may be rejected if the submittal contains false or misleading statements or references that, in the sole judgment of the Selection Committee, do not support an attribute or condition contended by the firm and, in the sole judgment of the Selection Committee, such statements were intended to mislead the Selection Committee in its evaluation of the submittal.

5.5.3. The Selection Committee reserves the right in its sole discretion to waive minor irregularities and to reject any or all submittals.

5.5.4. The Board of Regents of the University System of Georgia is the governing body of Georgia's public colleges and universities. It is Board policy that small and minority business enterprises have a fair and equal opportunity to participate in the purchasing process. The Board of Regents encourages both small and minority business enterprises to compete for and receive contracts for goods and services with the Board of Regents and with other contractors doing business with the Board of Regents. Please contact the Office of Business Development by email at BusinessDevelopment@usg.edu.

5.5.5. Firms interested in taking advantage of the Georgia income tax incentives provided for by the Official Code of Georgia Annotated (O.C.G.A. §48-7-38), relative to the use of minority subcontractors in the performance of contracts awarded by the State of Georgia, should contact office referenced below:

Georgia Entrepreneur & Small Business Coordinating Network http://www.georgia.org/Business/SmallBusiness/

5.5.6. The execution of a contract by GCSU with a firm is contingent upon the firm certifying to the Owner and Georgia College that the firm will provide a drug-free workplace for the firm’s employees during the term of the contract as required by the “Drug-Free Workplace Act” (O.C.G.A. §50-24-1). The submission of a response to the RFQ serves as such certification.

5.5.7. All submittals, together with any supporting material submitted by the firm, become the property of the Owner and GCSU and may be retained, destroyed, or otherwise disposed of at the convenience of the Owner and/or GCSU. All submittals, if retained by the Owner and/or GCSU, become a matter of public record when final negotiations are completed.

5.5.8. By providing a submittal, each firm agrees not to request access to another firm’s submittals until after a contract has been executed.

5.5.9. By providing a submittal, each firm agrees that the Owner and Georgia College will have the right to use any or all ideas or concepts presented in any submittal without restriction and without compensation to the firm.

5.6 Right to Protest. Please refer to the USG Board of Regents policy.

6.0 Task Order Fee – Profit Percentage

The information required to be submitted is the proposed fee percentage for each project, a representative sample of the hourly rates that will be charged for personnel assigned to the project before labor burden, the labor burden percentage, the total hourly rate that will be charged for each person including labor burden and a detailed accounting of the labor burden calculation. Please include this fee information in a sealed envelope and turn in to the Procurement representative at the firm’s interview time.

END OF RFQ

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