MES HVAC AND ROOF AD RFP.pdf

Effingham County Board of Education

Request for Proposal

Construction Professional with a Preference for

Construction Management at Risk

For the construction of HVAC and Roofing Modifications at Marlow Elementary School

21 September 2026

James W. Buckley & Associates, Inc.

114 North Green Street

Swainsboro, Georgia 30401 Phone: (478) 237-6467

Table of Contents

I. Introduction Page 3 A. Purpose Page 3 B. Project Objectives Page 3 C. Project Assumptions Page 4 D. Insurance/Bond/Licensing Page 4

II. General Instructions Page 6

A. Building Program Page 6 B. Selection Process Page 7 C. Proposal Instructions (Written Submittals) Page 8 D. Information Regarding Scope of Work During Phases of Project Page 9 E. Schedule of Events Page 12

III. Qualifications and Proposal Submission Format and Requirements Page 12

A. Written Submittal for Construction Management Services (Request for Qualifications or “RFQ”) Page 12

B. Additional Conditions Page 20

IV. Interview Page 21

V. Exhibits A. Exhibit A – “Fee Proposal Form” Page 23

VI. Project Cost Matrix Pages 1-5

Written Submittal to provide Construction Management Services for the construction of the following project:

I. Introduction

A. Purpose

The Effingham County Board of Education is considering the services of a Construction Professional with a Preference for Construction Management at Risk Firm (“CM/GC” herein) for the project listed above (“Project” herein). CM/GC will assume responsibility for project construction cost by issuing a Guaranteed Maximum Price (“GMP” herein) not later than 90% through the design phase.

The GMP will be a contractual obligation. CM/GC will also develop an overall project schedule, which will be a contractual obligation. In addition, the CM/GC will be responsible for methods of construction, safety, and the scheduling and coordination of the work of all construction and miscellaneous contracts required for completion of the Project within its predetermined budget and schedule.

CM/GC will be expected to work closely with the Architect, James W. Buckley & Associates, 114 North Green Street, Swainsboro, GA 30401, Attn: Craig Buckley.

B. Project Objectives

CM/GC will function as a CM-At-Risk (CM/GC). During Pre-Construction, the CM/GC will be responsible for pricing and value engineering issues, along with issues of the facility’s maintainability and constructability. When design documents for the Project have been developed in sufficient detail (approximately 90% complete), the CM/GC, with the support and assistance of the Architect, will commit to a GMP for all construction and site development. Owner reserves the right to request an alternative additive item for Furniture, Fixtures, and Equipment (“FF&E” herein), which the Owner may ask to be included in the GMP. (Owner will accept or reject this item prior to finalizing the GMP.) Construction will commence with the release of distinct work packages while the total design documents are being finalized. CM/GC shall competitively select all construction subcontracts and other work appropriate for competitive selection using cost, other factors, and Owner input. The successful CM/GC shall not be eligible to bid or enter into a contract or subcontract for any of the construction or other services of any nature on the Project without the specific approval of the Owner.

In selecting a CM/GC firm, the Owner will place emphasis on the experience of the firm and assigned personnel in providing function on projects of similar magnitude and complexity as the proposed Project. Selection preference will be toward firms oriented to the construction field that have depths of knowledge and resources in principles of general contracting, scheduling, contract coordination and compliance, budget control, and familiarity with State, County, and City laws, ordinances, and codes.

C. Project Assumptions

The CM/GC firm should prepare the proposal with the understanding that it will commit, at a minimum, a Project Manager and Job Superintendent.

CM/GC, as a part of its Pre-Construction Services, will assist with developing a strategy for the best approach for the successful completion of the Project. For example, without limitation, the CM/GC will provide guidance and assistance in the preparation of a schedule and a reliable cost estimate.

D. Insurance/Bond/Licensing

Prior to the award of a GMP Contract, the CM/GC shall provide the Owner with a 100% performance and payment bond for its faithful performance. Bonding for subcontractors will not be allowed without written acceptance from the Architect and the Owner.

To protect the interests of the Owner, the CM/GC shall obtain and maintain in effect during the life of the Contract, the following insurance coverages:

1. Worker’s Compensation:

a. State: Statutory

b. Employers Liability:

$50,000.00 Each Accident

$50,000.00 Disease Policy Limit

$50,000.00 Disease Each Employee

2. Comprehensive General Liability (including Premises-Operations;

Independent Contractors Protective; Products and Completed Operations; Broad Form Property Damage; X-C/U Explosion, Collapse and Underground Coverage):

a. $2,000,000.00 General Aggregate

b. $2,000,000.00 Products/Completed & Operations Aggregate

c. $1,000,000.00 Each Occurrence

d. $1,000,000.00 Personal & Advertising Injury

e. $1,000,000.00 Fire Damage – Any One Fire

3. Comprehensive Automobile Liability:

$1,000,000.00 Combined Single Limits

4. Umbrella Excess Liability:

a. $1,000,000.00 General Aggregate

b. $1,000,000.00 Products/Completed & Operations Aggregate

c. $1,000,000.00 Each Occurrence

d. $1,000,000.00 Personal & Advertising Injury

e. Completed Value/Builders Risk including interests of the Owner, Contractor, Subcontractors, and Sub-subcontractors and covering the entire project including materials stored offsite and materials in transit.

5. Evidence of required bonds and insurance shall be presented prior to the execution of the Contract; insurance policies to be carried under the Contract shall not be changed, canceled, or allowed to expire without thirty (30) days prior written notification to the Owner. Self-insurance or own maintenance policy will not be acceptable.

CM/GC shall be responsible for the payment of any required taxes or fees associated with the execution of the Contract. CM/GC shall also be responsible for compliance with all acceptable codes and statutes. All deductibles shall be included within the CM/GC responsibilities. All installation and construction work shall be done by subcontractors licensed in the State of Georgia.

6. CM/GC will be required to use the E-Verify system and provide documentation to the Owner for compliance.

7. Funding of the Project will be with local and state funds.

II. General Instructions

A. Building Program

1. General

The Project will be designed and constructed to a level of quality and timeliness that reflects the use of a Public-owned facility.

The Project will include HVAC and Roofing Modifications at Marlow Elementary School, as well as fire alarm, intercom, and painting upgrades.

2. Construction Budget

The construction budget has not been determined.

3. Construction Schedule

The construction of this Project will take place from May 22, 2027 to July 27, 2027.

4. Owner - CM/GC Agreement

The Contract will be Actual Cost – Plus a Percentage Fee. The Project will be Open Book. All savings, including unused contingency, will be returned to the Owner. The established fee submitted will be a minimum of 8.0% and a maximum of 12.0% for the Project. The fee includes corporate overhead, profit, and General Conditions.

5. Contract

The Contract will be Actual Cost – Plus a Percentage Fee not to exceed the GMP. The Project will be Open Book. All unused contingency will be returned to the Owner. The Contract will be AIA document A133-2019 and General Conditions AIA A201-2017, as amended by the Owner.

CM/GC will be responsible for providing a 2-year warranty on the entire Project.

Upon completion of the selection process, the Owner will issue a letter of intent to enter into the Contract with the CM/GC firm. Listed below is the process for developing a GMP and signing the Contract:

a. Signing of A-133-2019 without mandatory Amendment #1 including General Conditions AIA-A201-2017.

b. CM/GC to perform a Pre-Construction phase, including schedule, budgets, and estimates.

c. Upon agreement of a construction schedule and preliminary cost, the CM/GC will solicit bids from qualified contractors where a GMP will be generated.

d. A Contract will be signed with A-133-2019 with Amendment #1.

This shall constitute a full Contract for the Project. The previously developed construction schedule will also become a contractual obligation. The signing of the Contract will be considered the start of construction. All input prior to Amendment #1 will be considered Pre-Construction.

e. In the event a GMP cannot be agreed upon by all parties, the CM/GC shall receive $100.00 in compensation.

B. Selection Process

1. Georgia Code Title 50 Chapter 22

Selection of the CM/GC will be a multi-step process. Owner will generally follow the requirements of Georgia Code Title 36 Chapter 91 with respect to the selection of a CM/GC for the proposed Project.

2. Selection Committee

The selection of a CM/GC firm will be by a Selection Committee composed of representatives of the Architect and the Owner.

3. Written Submittal

The Selection Committee will receive and review Written Submittals for Construction Management Services (Request for Qualifications or “RFQ”). Review of responses by Selection Committee representatives may result in a shortlist of firms to be interviewed. Responses to the RFQ will first be evaluated against a set of weighted criteria to determine those firms most qualified and suited for this Project. The Fee Proposal is to be submitted in a sealed envelope with written qualifications. The Fee will be a contributing, not deciding factor in the selection. Owner will then negotiate a Contract with the highest-ranked firm. If negotiations are not successful, the Owner will then negotiate with the second-ranked firm, and so on. Qualifications alone will narrow or determine the field to one who may be invited to interview or awarded the contract. RFQ responses will be due on or before October 29, 2026, at 11:00 am EST., at the Effingham County Board of Education offices. If interviews are determined to be held, a date will be determined in the future.

C. Proposal Instructions

Written Submittals

No submittals will be accepted after the time set for receipt. Qualifications and proposals submitted via facsimile, telegraph, or Mailgram will be rejected.

The Selection Committee will perform evaluation of the qualification submittals.

Submit the qualifications and proposal to the following address:

Effingham County Board of Education 405 North Ash Street Springfield, GA 31329

Except for submission of questions, discussed further below, proposing firms shall not contact any elected members or employees of the Owner or the Architect regarding any aspect of this procurement until after the award of the Contract.

Contact with the persons mentioned above could be grounds for elimination.

Contact only the persons listed below.

Questions relating to the project may be asked of the Owner:

Ron Womack, Chief Operations Officer

912 656-5953 Email: rwomack@effingham.k12.ga.us

Questions relating to the Request for Qualifications (RFQ) or Request for Proposal

(RFP) may be asked by fax or email to:

James W. Buckley & Associates PO Box 727

114 North Green Street Swainsboro, Ga 30401

Attn: Craig Buckley Telephone (478) 237-6467

Email: crb@jwbuckley.com

It is the responsibility of each proposing firm to examine the entire RFQ and RFP, seek clarification in writing, and review its submittal for accuracy before submitting the document. Once the submission deadline has passed, all submissions will be final. Owner will not request clarification from any individual proposing firm relative to its submission, but reserves the right to ask for additional information from all parties that have submitted qualifications.

It is the Owner’s intent to limit the cost to proposing firms in responding to this solicitation, so the proposers are encouraged to be brief and succinct. Page limits for the qualification and proposal submittals are identified. Thick volumes of background and general marketing material will not be appreciated and will not curry favor with the reviewers. Owner is seeking thoughtful, tightly focused qualification submittals that document the proposing firm’s suitability for this Project and understanding of the Project and the Owner. Each firm must describe experience if there are multiple firms proposed as one team. Please indicate, by firm, those qualifying as a minority firm.

D. Information Regarding Scope of Work During Phases of Project

CM/GC services shall include a Pre-Construction design phase and a Construction phase. During the design phase, the CM/GC will provide cost estimates and cost evaluation, value engineering recommendations, design analysis, constructability reviews, and technical input on methods of construction, materials, details, and bidding formats and types of separate bidding packages. Not later than 90% complete design documents, the CM/GC shall issue a GMP backed by a surety bond. The Project shall be constructed within this GMP. CM/GC shall also develop and maintain a master Project schedule. During the Construction phase, which includes any previously awarded early bid packages, the CM/GC will be responsible for methods of construction, safety programs, general conditions, prequalification of potential subcontractors and bidding of all work, certification of work in place and monthly payment requests, and 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.

CM/GC will assist the Owner and Architect/Engineering team in management and administration of the Project, except that the Owner shall at all times retain complete contractual control of all prime CM/GC and Architect/Engineering contracts, project funds, and disbursements.

The Architect shall retain all normal architectural responsibilities for professional design, cost control, schedule, and quality assurance, including normal construction administration responsibilities.

The following is a listing of some of the representative services to be provided by the CM/GC:

1. Pre-Construction Phase

a. Review and confirm the Owner’s construction budget is correct for the proposed Project scope.

b. Develop the construction budget in accordance with the General

Provisions of the Contract.

c. Provide detailed construction cost estimates and cost modeling and reconcile these estimates with the Owner’s budget. Evaluate cost for alternate means, methods, materials, and construction methods within specific trades and systems.

d. Evaluate the design, providing an analysis report of alternate constructing methods and materials for potential quality, cost, and schedule enhancements for review by the Owner and Architect.

e. Develop a construction schedule in accordance with coordinating activities to accomplish the completion of the Project by the earliest date possible within the stipulated construction budget without sacrificing quality.

2. Bidding and Award Phase for Subcontractors

a. Develop and arrange bid packages. Provide a copy for review and approval by the Owner and Architect.

b. Pre-qualify potential subcontractors and vendors for the Owner’s and Architect’s approval prior to advertising. A minimum of three

(3) subcontractors for each bid package is required.

c. Schedule and conduct pre-bid conferences in conjunction with the Owner’s and Architect’s representatives.

d. Advertise and distribute bidding documents and monitor bidding activity.

e. Receive questions from bidders and review and comment. Forward questions and comments to the Architect for incorporation into addenda.

f. Issue the Architect’s addenda to all known bidders.

g. Receive bids, review and analyze tabulated bids, and make recommendations of subcontractors. Provide access for the Owner and Architect to freely receive all bids.

h. Validate compliance of scope and cost with the GMP.

3. Construction Phase

a. Develop and maintain a detailed schedule (Construction Project Manual (“CPM” herein), including manpower (in hours), delivery, approvals, inspections, testing, construction, and occupancy.

b. Maintain adequate on-site staff and administration staff to keep the Project on schedule and up-to-date. Provide timely reports.

c. Schedule and conduct Project meetings, safety meetings, and schedule meetings. Record and distribute notes from meetings.

d. Coordinate the Project work with that of the separate contractor for the installation of other work within the Project or in proximity of the Project. Coordinate the Project with such separate contractors in order to assist them to permit each phase of the Project to be completed on schedule.

e. Receive and respond to questions from subcontractors. Forward questions requiring design review to the Architect.

f. Maintain control and ensure conformity to plans. CM/GC is responsible to the Owner for acts and omissions of the CM/GC’s employees, subcontractors, and their agents.

g. Maintain “As-Builts” record set of drawings, specifications, schedule, and real cost estimates.

h. Conduct, record, and compile a subcontractor preliminary punch list prior to issuance of the Architect’s punch list.

i. Maintain daily records of labor force for each subcontractor and weather, including temperature.

4. Warranty Phase

a. Coordinate and monitor the resolution of the Architect’s “punch-list” items.

b. Coordinate post-completion activities, including guarantees, manuals, close-out documents, training, and the Owner’s final acceptance.

c. Provide and coordinate a twenty (20) month joint inspection with the Owner and Architect to assure any warranty-related issues are taken care of prior to expiration of the two (2) year warranty.

E. Schedule of Events

The following Schedule of Events represents the Owner’s best estimate of the schedule that will be followed. Unless otherwise specified, the time of day for the following events shall be between 8:00 a.m. and 4:30 p.m. Eastern Time. Owner reserves the right, at its sole discretion, to adjust this schedule as it deems necessary.

EVENT DATE TIME

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

October 15, 2026 5:00 pm

EST.

2. Deadline for submission October 29, 2026 11:00 am

EST.

III. Qualifications and Proposal Submission Format and Requirements

A. Written Submittal for Construction Management Services (Request for Qualifications or “RFQ”)

One (1) original and five (5) copies of the qualifications shall be submitted. The submittal shall be bound using wire binding, three ring binder, etc. Loose files will not be accepted. All reports shall be submitted in a cardboard box. Each submittal shall be identical and include a transmittal letter. Proposing firms are encouraged to follow the sequence of the Written Submittal below.

Responses should be concise, clear, and relevant. Proposer’s cost incurred in responding to this request for a Written Submittal is the proposer’s alone, and the Owner does not accept liability for any such costs.

Qualification submittals will be received until the time and date shown in the Schedule of Events

Such qualification submittals must be typed on standard (8 ½” x 11”) paper. The pages of the qualification submittals must be numbered. A table of contents, with corresponding tabs, must be included as well to identify each section. Responses are limited to seventy (70) pages (may be less) using a minimum of 10-point Arial font. Any affidavits called for may be included in an appendix and will not count toward the page limit.

The evaluation criteria for the Written Submittals are as follows:

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

Firm MUST provide a Safety Experience Modification Rate average over the last three years.

Firm MUST have bonding capacity to provide a payment and performance bond for total cost of work.

Firm MUST have a current Builder’s Risk Insurance Policy.

Firm MUST have been in business under the same name a minimum of 12 years.

Evaluative Criteria – The Selection Committee will evaluate the submittals based upon the criteria listed in the table below. Owner has judged each major category of criteria to be worth the point value given, as a maximum, in establishing committee rankings of submittals.

Experience 20 points Local Participation plan 20 points Financial Information 20 points Personnel/Project Team 15 points Construction Management Plan 10 points References/Project Experience 10 points Safety 5 points

Total 100 points

To be considered, proposing firms must submit a complete response as required herein. Firms must submit evidence of their abilities and provide complete, thorough, and comprehensive responses and information for each of the following components of the RFQ and RFP:

The proposing firm’s submittal should contain responses to the following questions in the order shown:

1. Experience

a. Firm Description and Letter of Interest

Basic company information Company name Address & Zip code E-mail address & Name of primary contact Telephone number Fax number Number of years in business

b. Form of ownership, including state of residency or incorporation:

Is the firm a sole proprietorship, partnership, corporation, Limited Liability Company (LLC), joint venture, or other structure? For joint venture entities that have not completed at least two relevant projects, each firm should submit its qualifications separately.

c. Succinctly describe the history and growth of the firm.

d. Regarding litigation with owners, subcontractors, and architects:

List all active or pending litigation and explain.

e. Other than that just listed, has the firm been involved in any litigation in the past five (5) years? List all and explain.

f. List and briefly describe projects that the firm has completed in the past three years that also utilized pre-construction and construction management services or design/bid/build and were valued at or above $2,000,000 (two million dollars). A firm that has not utilized construction management services prior to this Project will NOT preclude the firm from being considered.

g. List five (5) major trade contractor references (company, contact, and phone number). The Selection Committee will not appreciate obsolete or inaccurate contact information.

h. Provide a statement of disclosure, which will allow the Owner to evaluate possible conflicts of interest. (This disclosure requirement is not about giving the Owner permission to contact the firm’s references. It is about revealing the firm’s relationships with persons not of the firm who are directly involved in the decision-making regarding this Project. If the firm has no conflicts of interest, the firm’s statement should affirm that as fact, and the firm may do so succinctly. The signer of this statement of disclosure should anticipate the following pledge that will be required by the CM/GC Contract: “CM/GC covenants that it currently has no interest and shall not acquire any interest, direct or indirect, that would conflict in any manner or degree with the performance required under this Contract. CM/GC further covenants that, in the performance of this Contract, no person having any such interest shall be employed or contracted with.”)

i. Submitting Office 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 the 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 the Owner to offer the financials of any office other than the one with the prospect of a Contract with the Owner.

2. Construction Management Plan

a. Describe the firm’s process for efficiently resolving issues and maintaining the Project commitments to work collaboratively with the Architect and the Owner. Provide specific examples demonstrating the firm’s ability to solve complex project issues without compromising the firm’s team commitments.

b. Provide the firm’s detailed cost management plan for controlling costs on this Project within the stated cost limitation during design and construction. Describe the firm’s systems and procedures for controlling costs during design and construction.

c. Provide the firm’s detailed change management plan for managing cost and schedule exposures within the stated limitations.

d. Provide the firm’s detailed schedule management plan for this Project during design and construction. Describe systems and procedures the firm uses to manage the Project schedule. Describe alternatives that may be explored to shorten the schedule.

e. Provide the firm’s detailed subcontractor management plan, including contract document compliance procedures, Project accounting procedures, and issue resolution.

f. Provide the firm’s closeout management plan for this Project.

Describe the firm’s systems and procedures for the firm’s closeout plan.

g. Provide the firm’s detailed plan for applying any services identified in Section III not specifically requested by the Owner.

Explain the relevance of these services to this Project and how they benefit the Project.

h. Provide the firm’s quality assurance plan for this Project. Describe the firm’s approach for validating compliance with the construction documents. Explain the firm’s process for ensuring quality workmanship.

i. Construction Costs Cost Control is a significant concern. Please provide at least 5 examples of projects and the respective detailed cost estimates with summaries of total square footages, description of the project, and any significant items that greatly affected the costs of the submitted projects.

j. Services

Provide a list of services that the firm normally provides for construction management or general contractor services.

How would the firm implement these services to ensure the success of this Project?

Define value engineering and describe the firm’s approach to providing value engineering with relevant examples. Provide examples of the approved value engineering lists relative to the required 5 projects as described in item i above.

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

Describe how the firm would assist the Owner in assuring participation by local contractors. Include examples of other projects where the firm has been successful in meeting similar goals.

Provide five (5) unique examples of how the firm applied the firm’s services to resolve existing budget, schedule, or risk issues on projects of similar size and complexity to the one here proposed. (Four examples, total; any combination of examples is acceptable).

Describe the process to be used to obtain a GMP and for providing bonding for the Project.

3. Financial Information

a. List the firm’s total annual billings for each of the past three (3) calendar years.

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

c. List the contact persons, addresses, and phone numbers for the firm’s insurance carrier and agent.

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

e. What percentage of the firm's work has been negotiated during the past three (3) years?

f. Supply the firm’s Debt/Equity ratio experience for the last five years, with a signed affidavit. Such affidavit may be placed in an appendix and will not count toward the firm’s page limit.

g. One copy of fee proposals shall be submitted within the response to this RFQ and RFP. The fee proposal form, enclosed, shall be used.

4. Personnel Team

a. Describe the firm’s proposed organization for the construction management team, including superintendent, project manager, project director, cost estimator, project executive, etc., who will manage the Project. Please designate the following specific people to fill the following key roles in the firm’s team:

Superintendent

Project Manager

Project Director

Cost Estimator

Project Executive

Other (please describe, if applicable)

b. Please provide for each of the above personnel:

Current resumes listing relevant project experience. Each resume should include an owner and design professional reference.

Percent of time to be committed to this Project.

c. Please identify the person who, from project start to finish, will be the leader of the firm’s construction team and the principal point of contact between the firm and the Owner, the Architect, and other consultants. This person’s competence, leadership, and ability to achieve customer satisfaction will be heavily considered in the selection of a CM/GC.

d. Provide an organizational chart showing the lines of responsibility and accountability for the firm’s team.

e. Provide for each of the examples of the firm’s experience as prime contractor in projects similar to this Project, which were included in the firm’s response to the RFQ, the following information:

Provide photographs of similar projects the firm/team completed in the past three (3) years.

Provide an owner reference familiar with the firm’s performance on the project. It is the firm’s responsibility to ensure that they have listed a current contact with a correct phone number; it is also in the firm’s best interest because the Selection Committee will duly note if it is difficult to trace references that the firm provides.

Provide a Project Manager reference (if applicable).

List the persons who served as the Project Executive/Director, Project Manager, Superintendent, and Cost Estimator. Please note whether this person is still employed with the firm.

Indicate those projects that included an architect, engineering consultant, and contractor serving a corporate or public client as a team.

Provide any additional relevant information.

5. References/Project Experience

a. Relevant project experience includes similar site work within K-12 or post-secondary education projects. Describe no more than ten

(10) and no less than five (5) projects in order of most relevant to least relevant (similar type of construction and a contract dollar amount equal to 75% or more of the incumbent project) that demonstrate the firm's capabilities to perform the Project at hand.

For each project, the following information should be provided:

Project name Project location

Dates during which services were performed

Physical description (i.e., number of tennis courts constructed)

Brief description of project

Services performed by the firm

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

Owner reference

Design professional reference

b. Provide the one most recent site project, similar to the one here, that the firm has completed. Include the total change orders and a list of change orders with some explanation of the reasons for the change orders.

c. Provide completion date at commencement of contract and actual completion date.

d. For each project, provide the name of an owner’s representative (with current phone number) who is most familiar with performance on the project.

e. Statement of “Why the Proposing Firm Should Be Selected.”

This section provides each firm the opportunity to provide specific information that differentiates it from others in the competition. This statement is limited to two pages and is in addition to the 70-page limit above.

6. Local Participation

a. Describe how the firm includes local participation from local subcontractors (those within fifty (50) miles of the project).

b. Provide a brief history of local participation on past projects.

c. Provide a list of local projects constructed within one hundred (100) miles of this Project and within the state of Georgia. This should be listed by name and address only. If the projects listed here are part of the firm’s experience, please note.

d. Owner intends to be an active part of the CM/GC process in order to ensure that local contractors are included in the process. Furthermore, the Owner reserves the right to insist that the local contractors are included, even if this requires the cost to be more costly. In other words, the lowest bid may not always determine the selected subcontractor.

7. Safety Information

a. Provide the firm’s safety plan for this Project. Describe the firm’s plan for working around existing operations for site access.

b. Submit a copy of the firm’s official safety program. (This does not count toward the page limit.)

c. Provide the firm’s current experience and modification rate.

B. Additional Conditions

Owner reserves the right to reject any or all proposals received. Owner is not obligated to request clarifications or additional information but may do so at its discretion. Owner reserves the right to extend the deadline for submittals.

1. Confidentiality of Documents: Upon receipt of a proposal by the Owner, the proposal shall become the property of the Owner without compensation to the submitting firm for disposition or usage by the Owner at its discretion. Subject to the provisions of the Open Records Act, the details of the proposal documents will remain confidential until final award.

2. Costs to Prepare Responses: Owner assumes no responsibility or obligation to the respondents (submitting firm) and will make no payment for any costs associated with the preparation or submission of proposals.

3. Equal Employment Opportunity: During the performance of this Contract, the

CM/GC agrees as follows: CM/GC 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. CM/GC 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.

4. Owner does not desire to enter into “joint-venture” agreements with multiple construction management firms. In the event that two or more firms desire to joint-venture, it is strongly recommended that one incorporated firm become the construction management firm with the remaining firms being consultants.

5. The Selection Committee desires to review information on the firm's major consultants. The firm is requested to name principal consultants and submit Statement of Qualifications and Performance Data accordingly, including therein all of the information requested of the firm (including, for example, a statement of efforts which have been or will be made to encourage and solicit participation by qualified minorities).

6. Project site visits may be conducted with each of the shortlisted firms prior to their interview.

IV. Interview

Formal Interview Evaluation Criteria

Major Category Criteria Interview (If Required) Overall impression of key team members (project manager, superintendent, project director, cost estimator, project executive, etc.)

Methodology presented to assure success.

Ability of principals to engender confidence in the ability of the firm to complete the Project within the time and cost budgeted.

Ability of team members to communicate during the interview process.

Firm’s ability to effectively answer questions and problem solve in meeting.

Overall impression of the firm.

Interview Format The firms selected to make a presentation to the Selection Committee will be notified.

Each firm selected for further consideration shall be notified in writing and informed of a place and time for the interview session. The time allotted to each firm for the presentation and interview shall not exceed one hour (5 minutes for setup, 25 minutes for presentation, 25 minutes for questions, and 5 minutes for knockdown). The format of the firm’s presentation during the interview session is at the discretion of the proposer;

however, firms should be wary of electronic presentations. Any time beyond the firm’s five minutes for setup wasted in attempting to make a computer-aided presentation run will not be compensated for from the Selection Committee’s 25 minutes for questions.

Members of the Selection Committee will be present during the formal interview. Firms shall address any questions, prior to the interview, to the Selection Committee chair.

Firms shall not contact any other members of the Selection Committee.

Final Evaluation Upon completion of the evaluation process by the Selection Committee, the firms will be ranked in descending order of recommendation.

CM/GC FEE PROPOSAL

(Submit In a Sealed Envelope with Project Cost Matrix)

1. CM/GC’S FEE:

Basis of Fee. The CM/GC’s fee is the amount, established by and agreed to by both parties, which is the full amount of compensation due to the CM/GC as gross profit, and for any and all expenses of the Project not included and identified as a Cost of the Work, provided that the CM/GC performs all the requirements of the Contract Documents within the time limits established. (See Article 4.1.1 of the General Requirements.) If applicable, the fees and costs should be broken down by each site within a multi-site project.

A. PRE-CONSTRUCTION FEE:

Pre-Construction Fee. For the Pre-Construction consulting services provided by the CM/GC, the Owner shall pay to the CM/GC a Pre-Construction Fee:

TOTAL

Pre-Construction Fee $100.00

B. CONSTRUCTION FEE:

Construction Fee. For the construction services provided by CM/GC, the Owner shall pay to the CM/GC a Construction Fee as a percentage of the actual construction costs as described in the attached matrix.

PERCENTAGE

Construction Fee

Attach the “Project Cost Matrix” to this GM/CC Fee Proposal in the same sealed envelope.

Proposer By:

Name

Title Notary Seal

END

HVAC and Roofing Modifications at

CM/GC Field Office, Furniture & Furnishings X

Office Supplies – Pre-Construction X

Office Supplies X

Field Office Equipment & Maintenance X

Owner/Architect Office, Equipment & Utilities X

Jobsite Radios/Beepers/Cell phones X

Copy Machine & Maintenance – Pre- Construction

X

Copy Machine & Maintenance X

Computers, Usage, Software & Maintenance – Pre-Construction

X

Computers, Usage, Software & Maintenance X

Fax Machine & Service X

Field Office Telephone X

Long Distance – Pre-Construction X

Long Distance/Local, All X

Office Janitorial X

Postage & Expressage – Pre-Construction X

Postage & Expressage X

Plans & Specifications (All printing of plans and specifications)

X

Scheduling Expenses X

Construction Photos & Supplies X

Personal Relocation Expenses and Temporary Housing

X

Job Travel, All X

Project Meetings X

Construction Trade Training Programs

X

Record Drawings (As Built)

Advertising (for bids)

Messenger/Runner/Courier

Audit (If Required)

Records Storage

Public Information Program

Testing, Inspection & Quality Control

In Pre-

Construction Services

Management

Services within fee

Cost of Work

Owner

Testing Laboratory Services

Soils Testing & Inspection

Concrete Testing & Inspections

QC/QA Manager

Provide NPDES storm water monitoring and maintenance of sediment control associated with construction activity. Include all fines incurred from authorities having jurisdiction.

Provide NPDES weekly and monthly storm water monitoring and turbidity testing.

N/A

Taxes/Insurance/Fees

Services

Construction

File and obtain permits from authorities having jurisdiction. Coordinate and schedule inspection. (Fees to authorities having jurisdiction shall be paid by the Owner.)

Building Permits Fees

Special Permits, Licenses, Fees

Utility Connection Fees

Operational Permits

Easements

Impact Fees

Builder’s Risk Insurance

Insurance Deductibles

Owner’s & Contractor’s Protective Insurance

General Liability & Umbrella Insurance for Project

Miscellaneous Insurance

Sales, Use and Gross Receipts Taxes

Performance & Payment Bonds (bonding of subcontractors will not be allowed without owner and architect approval.)

Cost of Temporary Services. Cost of temporary and permanent services. Includes electrical, water, sanitary, and security until owner takes beneficial occupancy. Only during the renovation and modification portions of the Project, the owner will provide the temporary services.

OSHA, Fines, and Penalties incurred

Construction Managers own legal fees and expenses

Construction Management Labor

00 & 01

Services

Construction

Payroll Tax Fringes on Division of labor

Worker’s Compensation Insurance

Pre-Construction. Management Labor

Construction. Management Labor and Supervisory Personnel including Job Superintendence and Project Management for both on-site and home office

Safety Officer

General Conditions Labor

Coordinate post-completion activities, including the assembly of guarantees, manuals, closeout documents, training, and the Owner’s final acceptance.

Conduct, record, and complete preliminary deficiency list prior to issuance of Architect’s deficiency list. Coordinate and monitor the resolution of all deficiency items.

Coordinate, monitor and resolve all warranty complaints and latent deficiencies to the satisfaction of the Owner and the Using Agency during the two-year general warranty period.

Fees

CM/GC Fees (Separately proposed) Fees are to be based upon Cost of work only.

The GMP is to be calculated as a total of the cost of the work, the CM/GC fees on the cost of the work, and the agreed upon Contingency.

There will not be fees paid on the Contingency unless it is utilized during the construction. The CM/GC cannot charge fees twice on the total

GMP.

Legal Fees

Construction Equipment, Tools & Services

Engineering equipment including transits and levels

Field Engineering

Layout Crew, and Exterior

Engineering Supplies

Layout/Batter boards

Licensed Survey Layout, Baseline, and benchmarks

Site Surveys & Soils Reports

Temporary Sanitation Facilities, Water, for the renovation and modification portion of the Project.

Temporary and Permanent power through construction until owner occupancy only for the renovation and modification portion of the Project.

X

Temporary Storage and protection of materials including Owner purchased items with approved purchase orders.

X

Dump trucks, rubber tire loaders, sweeps, small tools, and supplies, including dump fees for site cleanup. General site and on-going site and job clean up. Final cleaning is part of this.

X

Provide portable construction heat, air conditioning, and lighting as required

Financially responsible for all utilities to the Project until the authority having jurisdiction provides temporary permit/certificate of occupancy.

Permanent Construction

Trade Contract Cost

Self-Perform Labor & Materials

Materials Incorporated into the Work

Continuous and Final Clean-up, Interior and Exterior. Final cleaning is to be included.

Corrective Work: Punch list work and warranty work within the “cost of work” coordinating all corrective work during construction and after Owner’s acceptance shall be within construction management services. It is the CM/GC responsibility within the fee to complete any item not performed by subcontractor.