monroe schools RFQ_2026017_-_Bruce_Hall_Renovation_Construction_Manager_at_Risk_(Addendum__1_Revision).pdf

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Monroe County School District, FL

REQUEST FOR QUALIFICATION

RFQ 2026017

RFQ 2026017 - BRUCE HALL RENOVATION CONSTRUCTION MANAGER AT

RISK

RELEASE DATE: September 1, 2026

RESPONSE DEADLINE: October 6, 2026, 9:00 am

Please refer to the project timeline in this document for all important deadlines.

Request For Qualification #RFQ 2026017 Title: RFQ 2026017 - Bruce Hall Renovation Construction Manager at Risk

Table Of Contents

1.Introduction

2.General Information

3.Eligibility for Award

4.Scope of Work

5.Bonding

6.Insurance

7.Evaluation/Selection

8.Scoring Matrix

9.Vendor Information & Offer Certification

Attachments:

A - General Terms & Conditions

B - FEDERAL_FUNDING_CONTRACT_PROVISIONS

C - BRUCE HALL EXISTING PLANS

D - 1310 UNITED STREET - SURVEY MODEL

E - STRUCTURAL ASSESSMENT

F - GPR Survey

G - HISTORICAL DATA PACKET

H - PH I ESA Rpt - MCSD Bruce Hall Mntc Bldg (26007-3002)

1.Introduction

NOTICE OF

REQUEST FOR QUALIFICATIONS

NOTICE IS HEREBY GIVEN TO INTERESTED FIRMS that sealed Statements of Qualifications (SOQs) for the following solicitation will be received by the School Board of Monroe County (the "School District" or "School Board") until Tuesday, October 6, 2026 at 9:00 am:

RFQ 2026017

RFQ 2026017 - Bruce Hall Renovation Construction Manager at Risk

Specifications and SOQ documents may be accessed by going to the Monroe County School District e-Procurement Portal. The solicitation documents are also available on the district website at www.KeysSchools.com or may be requested by contacting the Internal Services Department / Purchasing Division, 241 Trumbo Road, Key West, FL 33040.

Questions regarding the SOQ should be directed by e-mail to Taylor Gandolfo – Buyer, at Taylor.Gandolfo@KeysSchools.com.

From time to time, addenda may be issued to this solicitation. Any such addendum will be posted on Monroe County School

District e-Procurement Portal.

SOQs must be submitted electronically to Monroe County School District e-Procurement Portal. Hard copy or email SOQs will not be accepted. All SOQs must be entered in OpenGov by the date/time listed in the bid timeline within. No waivers shall be allowed for SOQs which have not been submitted by the deadline date. All SOQs must remain valid for a period of ninety (90) days or until the School Board approves the contract. All timely submitted SOQs will be reviewed for responsiveness and suitability for the District's needs, and a recommendation will be made for the School Board to award this solicitation to the vendor whose SOQ represents the best interests of the Monroe County School District.

The Monroe County School District reserves the right, at its sole discretion, to accept or reject any and all SOQs or to waive formalities when it is in the best interest of the Board to do so. The School Board will automatically reject the response of any person or affiliate who appears on the convicted vendor list prepared by the Department of General Services, State of Florida, under Section 287.133(3) (d), F.S. (2024).

Joseph Thomas Director of Internal Services

Released in Key West, Florida

2.General Information

2.1.Calendar of Events

Release Project Date: September 1, 2026

Newspaper Advertisement 1: September 5, 2026

Newspaper Advertisement 2: September 10, 2026

Question Submission Deadline: September 24, 2026, 5:00pm

Question Response Deadline: September 25, 2026, 5:00pm

Statement of Qualifications Due: October 6, 2026, 9:00am

Bid Meeting - Ranking Committee Scoring to

Shortlist Most Qualified Firms:

October 7, 2026, 9:00am

Monroe County School District Administration Building 241 Trumbo Road, Key West, FL 33040

Interviews and Ranking of the Most

Qualified Firms:

October 14, 2026, 9:00am

Monroe County School District Operations Annex 5330 2nd Avenue, Key West, FL 33040

Notice of Intent - Ranking Committee

Recommendation (On or Before):

October 15, 2026

Board Meeting - Approval of Final RFQ

Tabulation Ranking/Recommendation to

Enter Into Negotiations:

November 10, 2026

Board Meeting - Contract Award and

Approval:

December 8, 2026

2.2.Submission Electronic Only

The Monroe County School District, FL is accepting electronic submissions for RFQ 2026017 - Bruce Hall

Renovation Construction Manager at Risk. Interested bidders must create a FREE account with OpenGov

Procurement by signing up at https://procurement.opengov.com/signup. Submit Electronic Responses via the

School District's e-Procurement Portal: https://procurement.opengov.com/portal/keyschools-mcsd.

Responses may be received up to but no later than Tuesday, October 6, 2026 at 9:00 am via the School

District's e-Procurement Portal located at https://procurement.opengov.com/portal/keyschools-mcsd. The

School District's e-Procurement Portal Clock is the official clock for the determination of all deadline dates and times. Without exception, responses will not be accepted after the submission deadline regardless of any technical difficulties such as poor internet connections. Monroe County School District strongly recommends completing your response well ahead of the deadline. Once the response has been submitted and the

Submission Status shows as “Submitted” the submission is complete. At that point, the Respondent will also receive an email confirmation from the School District's e-procurement Portal.

2.3.Modifications and Withdrawal Respondents may withdraw their submittal electronically via the Portal at any time prior to the scheduled due date and time for submission. In order to withdraw, the respondent must navigate to their submitted SOQ via the School District's e-Procurement portal and then click "Unsubmit Response".

Respondents may modify their submittal electronically via the School District's e-Procurement Portal at any time prior to the scheduled due date and time for submission. In order to, withdraw, the respondent must navigate to their submitted response via the School District's e-Procurement portal and then click "Unsubmit

Response". At this point, respondent's response is no longer submitted. Respondent should make the changes required and promptly re-submit response before submission date and time.

2.4.Addenda & Questions

Should revisions to the solicitation documents become necessary, the School District will issue an Addendum via the School District's e-Procurement. The e-Procurement Portal will send an automated email notification to all Respondents on the Followers list. Addenda information will be available to view and acknowledge via the School District's e-Procurement. It is the sole responsibility of the Respondent to ensure that they obtain information related to any Addenda, and acknowledge any and all Addenda electronically in the Portal as part of their Response. Failure to do so will result in rejection of the Response and a determination as “Non-

Responsive.”

Respondents shall submit all inquiries regarding this bid via the School District’s e-Procurement Portal until

Thursday, September 24, 2026 on 5:00 pm. All answers to inquiries will be posted on the School District’s e-

Procurement Portal. Respondents may also click “Follow” on this solicitation to receive an email notification when answers are posted. It is the responsibility of the respondent to check the website for answers to inquiries.

2.5.Conditions and Limitations

a) The School Board reserves the right to reject any and all SOQs, to waive any irregularities or informality, and to accept or reject any items or combination of items.

b) The School Board may consider all SOQs and reserves the right to award the contract(s) in the best interest of the School Board.

c) A SOQ may not be withdrawn before the expiration of ninety (90) days after the SOQ due date.

d) The School Board will not reimburse firms for any costs associated with the preparation and submittal of any SOQ, or for any travel and per diem costs incurred.

e) Firm acknowledges that all information contained within their SOQ is part of the public domain as defined by the State of Florida Public Records Law.

f) Firms, their agents and/or associates shall refrain from contacting or soliciting any official of the Monroe

County School District or School Board member regarding this SOQ during the selection process. Failure to comply with this provision may result in disqualification of the firm.

g) The SOQ and the related responses of the selected firm will by reference become part of the formal agreement between the selected firm and the School Board.

h) The School Board and the selected firm(s) will negotiate a contract or contracts as to terms and conditions. In the event an agreement cannot be reached with the selected firm in a timely manner, the

School Board reserves the right to select an alternative firm.

i) Cancellation: In the event the firm violates any of the provisions of this SOQ, the Superintendent shall give written notice to the firm stating the deficiencies and unless deficiencies are corrected within five (5) days, recommendations will be made to the School Board for immediate cancellation. The School Board reserves the right to terminate any contract resulting from this SOQ at any time for any reasons, upon giving thirty (30) days prior written notice to the other party.

3.Eligibility for Award

To be eligible for award, Respondents must meet the following criteria:

A. Licenses: Respondent must be authorized to do business in the State of Florida and must possess all required registration(s), certification(s) and license(s) to perform the work outlined within in accordance with all applicable Florida Statutes, ordinances, regulations, and School Board Policies.

B. Debarment: Pursuant to School Board Policy, debarred contractors are excluded from conducting business with the School Board as agents, representatives, partners and associates of other contractors, subcontractors or individual sureties. All Respondents are required to review and acknowledge the Debarment Certification as a condition of their offer, and must not be prohibited from award by the terms thereunder.

C. Terminated Contracts: Any firm or individual whose contract/agreement has been terminated for cause by the Board within three (3) years of the Response due date will not be considered under this bid.

D. Convictions: Pursuant to Chapter 287.13(2)(a) of the Florida Statutes, a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property to the public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list.

E. Fingerprinting/Background Screening: Contractors (including subcontractors and employees) who are permitted access on school grounds when students are present, who have direct contact with students, or who have access to or control of school funds, shall be subject to fingerprinting and background screening at least once every five (5) years. To the extent Contractor provides such services to School Board, Contractor shall be required to perform the services with personnel that have been subjected to fingerprinting and background screening by School Board or another authorized state agency within the past five (5) years, and who have not been convicted of any disqualifying offense set forth under Florida Statute § 435.04. Contractors subject to this section shall not commence work on school grounds, have direct contact with students, or have access to school funds until all personnel providing such services have been confirmed by School Board as meeting all background screening requirements of this section and as may otherwise be required by law.

o Exceptions: exemptions to background screening requirements authorized by Chapter 1012, Florida Statutes, shall be applicable. Personnel who will remain in the direct line of sight of a Monroe County School District employee at all times when they are on school grounds or have direct contact with a student; personnel who are required by law to undergo a level 2 background screening for licensure, certification or employment; personnel who perform only drop-off delivery services; and personnel who and contractors who remain separated from students by a chain-link fence of at least 6 feet in height, may be exempted from the requirements of this section.

o Badges: all Contractor or Subcontractor personnel are required to wear a Monroe County School District ID Badge at all times while on school grounds. Before commencement of on-site work, Contractors must arrange for personnel to receive an ID badge from the MCSD Human Resources Department. ID Badges and fingerprinting/background screening may be obtained by appointment in Tavernier: 89901 Old Highway, Tavernier, FL 33070; or in Key West, 241 Trumbo Road, Key West, Florida. Respondents performing routine on-site services must maintain at least two personnel with an active School ID at all times. Contractor personnel who require fingerprinting and background screening by MCSD shall be responsible for the cost of such screening, approximately $65 per employee.

F. Staffing:

o Supervision: Contractors are solely responsible for the performance, supervision, and discipline of their employees and subcontractors.

o Qualified Labor: Contractors will provide qualified labor. Contractors performing any warranty-type work are required to furnish personnel that are trained and certified in by the manufacturer so as to not void the warranty.

o Subcontracting: Respondent is to be the primary provider of all goods and services requested under this solicitation and shall perform the work described in this specification with their employees. Respondents are required to identify all subcontractors to be used in performance of services, including the scope of work to be performed by the subcontractor, along with a copy of their license and insurance if applicable. All subcontractors retained after the award of a contract to Respondent must be approved in writing by School Board.

o Safety: Contractors are required at all times during the term of a contract awarded under this solicitation to notify school or district administration of any unsafe condition that is noted that is outside of the scope of this specification.

o Fraternization: Contractor and subcontractor employees, including material suppliers engaged in activities under contract with School Board are strictly forbidden from participating in any manner and form of interaction with the students of Monroe County Schools. Violation of this provision may result in the immediate removal of the personnel involved from the school site, at the sole discretion of School Board

4.Scope of Work

4.1.GENERAL INFORMATION

The Monroe County School District (District) is seeking qualifications from experienced Construction Manager at Risk (CMAR) firms to provide comprehensive preconstruction and construction management services for the renovation and adaptive reuse of Bruce Hall, located at 1310 United Street, Key West, Florida. The project is part of the Monroe County School District's long-term capital improvement program. The project will transform the existing historic Bruce Hall building into the District's primary administrative headquarters through comprehensive renovations, modernization of building systems, accessibility improvements, and space planning.

4.2.PROJECT INFORMATION

1. The District seeks to retain a qualified CMAR firm to provide preconstruction and construction services for the renovation and adaptive reuse of the historic Bruce Hall facility located in Key West, Florida. The project will renovate the existing building to serve as the District's new Administrative Headquarters while preserving the building's historic character and improving operational efficiency.

2. The District intends to utilize a two-phase Construction Manager at Risk delivery method pursuant to Section 255.103, Florida Statutes. Following a qualifications-based ranking and contract negotiations, the selected CMAR will provide preconstruction services and subsequently negotiate a Guaranteed Maximum Price (GMP) for construction.

Preconstruction and construction services will proceed upon School Board approval of the ranking committee recommendation to award and GMP through a negotiated amendment to the CMAR agreement.

4.3.PROJECT GOALS AND OBJECTIVES

The selected CMAR shall assist the District in achieving the following objectives:

• Preserve and restore the historic integrity of Bruce Hall.

• Deliver the project within the approved budget.

• Complete construction within the established schedule.

• Minimize operational disruptions to surrounding facilities.

• Maximize quality, sustainability, and life-cycle value.

• Ensure compliance with all applicable codes and educational facility requirements.

• Provide a Guaranteed Maximum Price (GMP) supported by transparent cost documentation.

• Maximize participation of qualified subcontractors through competitive bidding.

• Maintain effective communication among the District, Architect, and CMAR.

• The CMAR shall provide professional construction management services from project planning through final completion, commissioning, occupancy, and warranty.

4.4.SPECIFICATIONS

1. The School Board intends to procure a CMAR firm to perform Construction Management at Risk functions and to be responsible for all scheduling and coordination, along with assuming responsibility for the successful, timely, and economical completion of the construction project. The CMAR firm must consist of, or contract with, licensed professionals for the specific fields or areas of construction to be performed, as required by Florida Statutes.

2. The CMAR firm, after having been School Board approved and contracted for preconstruction services, will be required to offer a Guaranteed Maximum Price (GMP) for the actual construction; in which case, the CMAR entity must secure appropriate surety bonds pursuant to Chapter 255.05 F.S. and must hold construction subcontracts.

3. The selected firm will negotiate a CM at-Risk Agreement with the School Board that will include pre-construction services and construction of the project. The ranking process will be based on criteria including, but not limited to, the firm’s workload, qualifications for the task, experience with similar projects and performance on previous assignments.

4. The contracted firm will be expected to provide construction turnkey activities for this project resulting in a finished, fully usable facility that satisfies all project requirements and contract terms. The CMAR, as the sole responsible source for total project compliance and construction-related performance, will hold all trade contractors and trade supplier contracts.

5. The contracted firm will be required to use State Requirements for Educational Facilities (SREF), Florida Building Code, Florida Plumbing Code, Florida Mechanical Code, Florida Accessibility Code, NFPA 70 NEC, Florida Fire Prevention

Code, and MCSD design standards.

6. Guaranteed Maximum Price (GMP) Estimate – Final Design Construction Documents: At 100% completion of the

Construction Documents, CMAR shall submit the Guaranteed Maximum Price Estimate within (30) calendar days of receipt of drawings and specifications for the assigned project. The Estimate will be a summary of general conditions, general requirements, insurances, bonds, fees, costs of the work and actual subcontractor proposals tabulated with detailed scope completeness and accuracy, along with assumptions and qualifications.

4.5.EXPERIENCE / QUALIFICATIONS

1. List up to five (5) projects that best demonstrate your firm’s qualifications in performing a project of this size and complexity. Projects performed for Florida public school systems are preferred, but any comparable project may be included.

2. List those projects your firm has worked on which best illustrate the experience of the Firm and current staff.

Consideration will only be given to successfully completed projects. Prospective firms should prioritize listing projects demonstrating experience with projects concerning historical structures and other public education construction.

3. For at least three (3) of the projects, describe the way your firm maintained quality, timeline, and safety controls during the pre-construction and construction phases. Provide specific examples of how these techniques were used.

4. The Prime Firm or Historic Preservation Firm shall demonstrate experience with a minimum of three

(3) completed historic rehabilitation or adaptive reuse projects listed on or eligible for the National

Register of Historic Places.

5. Provide a brief resume of key employees to be assigned to the project by your Firm. Prospective firms should emphasize the depth of its employees' experience with public educational projects.

6. Provide documentation of at least (3) and no more than five (5) professional/technical staff members from your firm’s management team that will be assigned to the project. A brief resume should be provided for each individual showing their experience with projects of similar size and complexity, emphasizing experience with public education projects.

7. Prospective firms should submit documentation demonstrating their initial approach to this project.

4.6.STATEMENT OF QUALIFICATIONS (SOQ) REQUIREMENTS

To be considered responsive, Respondents shall submit a complete SOQ that clearly demonstrates the firm's qualifications, experience, and ability to successfully perform the services described in this RFQ. Failure to provide the requested information may result in your submittal being deemed non-responsive by the Ranking

Committee. At a minimum, the SOQ shall include the following:

1. Firm Qualifications and Experience

1. Provide a description of the firm's history, organizational structure, qualifications, and experience providing CMAR services for projects of similar size, scope, and complexity. Include project experience as outlined in Section 4.5, with emphasis on historic renovations, adaptive reuse, public facilities, and educational projects.

2. Project Team Qualifications

1. Provide an organizational chart identifying the proposed project team, including key personnel and subcontractors.

2. Include brief resumes and professional qualifications for a minimum of three (3) and no more than five (5) key personnel proposed for the project.

3. For each individual, describe their proposed role and responsibilities, years of relevant experience, and experience with projects of similar size and complexity, with particular emphasis on Florida public educational facilities, historic renovation, and Construction Manager at Risk projects.

4. Copies of all applicable licenses and certifications for the prime firm and key personnel assigned to the project.

3. Project Approach

1. Provide a narrative describing the firm's understanding of the project and its proposed approach to delivering preconstruction and construction services, including project management, scheduling, cost control, quality assurance, communication, and Guaranteed Maximum Price (GMP) development.

4. Relevant Project Experience and References

1. Provide project references for the projects submitted in Section 4.5, including client reference information. Include descriptions demonstrating the firm's ability to successfully manage quality, schedule, safety, and budget on similar projects.

5. Financial Responsibility

1. Provide a copy of the firm's latest financial statement. These financial statements will be maintained as confidential and exempt from public records disclosure pursuant to Florida Statute.

Respondent's should include a cover letter or summary addressing the following:

1. Number of years Respondent has provided CMAR services.

2. Type of business organization (corporation, partnership, limited liability company, etc.)

3. Current bonding capacity, including single project and aggregate bonding limits.

4. Surety company and agent information.

5. Bank references and any additional information the respondent may wish to supply to verify financial responsibility.

5.Bonding

If the cost of work detailed in your offer exceeds $200,000, Respondent will be required to furnish a payment & performance bond in an amount equal to the cost of the work. To be considered for award, your offer must include proof of bonding capacity from a surety insurer authorized to do business in the State of Florida. All pricing referenced in your offer must include the cost of bonding. Before commencement of work, Contractors are required to execute and record the bond in the public records of Monroe County and to furnish a certified copy of said bond to School Board. In accordance with Florida

Statute 255.05, the School Board is prohibited from making payment to Contractors until all requirements under this section have been met.

At its sole discretion, School Board may waive the requirement for a bond required under this section for projects where the cost of work does not exceed $200,000.

6.Insurance

6.1.Required Insurance

Insurance will be required for this Contract. Respondents are required to carry and maintain insurance with all coverage and minimum policy limits identified below, and must include proof of insurance in their response to this solicitation. All required insurance must be from insurance carriers that have a rating of “A” or better and a financial size category of “VII” or higher according to the A. M. Best Company. All required insurance policies shall name “The School Board of Monroe County, Florida” as the certificate holder and additional insured. Notice shall be provided to MCSB at least thirty (30) days in advance of any material change in coverage or cancellation, except as provided for herein.

Except as otherwise specifically authorized in this Agreement, no deductible or selfinsured retention for any required insurance provided by the Contractor pursuant to this Agreement will be allowed. To the extent any required insurance is subject to any deductible or self-insured retention (whether with or without approval of MCSB), the Contractor shall be responsible for paying on behalf of MCSB (and any other person or organization that the Contractor has, in this Agreement, agreed to include as an insured for the required insurance) any such deductible or self-insured retention.

6.2.Commercial General Liability

Commercial General Liability: Coverage shall be provided, with minimum policies limits as set forth below. MCSB, its board members, officers, and employees shall be named as an additional insured to the Commercial General Liability insurance policy on a form no more restrictive than ISO form CG 20 10 (Additional Insured – Owners, Lessees, or Contractor). If MCSB and its board members, officers, and employees are not named as additional insureds then MCSB reserves the right to terminate this Agreement immediately as a material breach of the Agreement.

• Minimum Policy Limit: $1,000,000 Incident / $2,000,000 Aggregate

6.3.Automotive Liability

Automotive Liability: Any Contractor or vendor transporting district employees, delivering, or transporting district owned equipment or property, or providing services or equipment where a reasonable person would believe MCSB is responsible for the work of the Contractor from portal to portal is required to carry this insurance to the limit listed below

• Minimum Policy Limit: $1,000,000 Combined Single Limit

6.4.Worker's Compensation & Employer's Liability

Workers’ Compensation/Employer’s Liability: All non-construction Contractors and vendors that have one or more employees or subcontracts any portion of their work to another individual or company are required to have workers’ compensation insurance. For contracts of $25,000 or more, no State of Florida, Division of Workers’ Compensation, Exemption forms will be accepted. All Contractors engaging in construction-related activities, as defined by 440.02(8) Florida Statutes, on behalf of

MCSB are required to have workers’ compensation insurance. All entities and individuals required to have workers compensation insurance must purchase a commercial workers’ compensation insurance policy to the limits listed below. The

Workers’ Compensation policy must be endorsed to waive the insurer’s right to subrogate against MCSB, and its board members, officers and employees.

6.5.Professional Liability

Professional Liability Insurance (Errors and Omissions): Contractors providing professional services including but not limited to architects, engineers, attorneys, auditors, accountants, etc. are required to have this insurance to the limits listed below.

Professional Liability coverage must be maintained in the amounts stated above for a two-year period following completion of the contract.

• Minimum Policy Limit: $1,000,000 Incident / $2,000,000 Aggregate

7.Evaluation/Selection

7.1.Evaluation of Qualifications

All Statements of Qualifications (SOQ's) received under this Request for Qualifications (RFQ) will be reviewed by a Ranking Committee, which shall consist of MCSD Personnel and/or subject matter experts from other agencies and the general public. In accordance with Monroe County School Board Policy 6324, Respondents are prohibited from contacting any member of the Ranking Committee, the School Board, or any member of

MCSD staff (excepting employees of the Purchasing Department). Upon release of this RFQ, violation of School

Board Policy 6324 by any Respondent may result in their disqualification from award consideration.

After the opening of this RFQ, the Ranking Committee shall review all SOQ's received from responsive and responsible firms. A responsive firm is one that has submitted a timely response, with all documents and information required by the specifications of this RFQ, including signatures and notarization as applicable. A responsible firm is one which has the ability, capability, experience, skill and requisite licenses and certifications to perform the requested services, within the time specified and without delay or interference, and meets the required qualifications established by this RFQ. SOQ's deemed unresponsive or non-responsive by the Ranking Committee will not be considered for award.

All responsive SOQ's received from responsible firms shall be evaluated, scored, and ranked independently by each member of the Ranking Committee in accordance with the qualifications criteria stated in this RFQ.

Scoring shall be based on factors such as Respondent's capabilities and experience performing services of the type, scope and complexity of those requested; adequacy of Respondent's personnel to perform the requested services; Respondent's record of past performance; and other qualification-based factors determined by MCSD to be applicable to the particular services requested in the RFQ. The Respondent(s) who receive the highest cumulative score(s) shall be considered the most highly qualified to perform the requested services.

7.2.Competitive Selection

The Ranking Committee shall select in order of preference no fewer than three (3) Respondents deemed to be the most highly qualified to perform the requested services. The Ranking Committee shall independently score each Respondent in accordance with the competitive selection criteria identified in this RFQ. Scoring criteria may include factors such as the ability of Respondent's professional personnel; whether Respondent is a certified minority business enterprise; past performance of Respondent; willingness of Respondent to meet time and budget requirements; Respondent's location; recent, current, and projected workloads of

Respondent; and the volume of work previously awarded to each Respondent by MCSD, with the object of effecting equitable distribution of contracts amongst the most highly qualified firms. The Ranking Committee shall recommend the Respondent(s) with the highest cumulative score(s), and shall submit its Intent to

Negotiate and final ranking tabulation to the School Board for approval.

If fewer than three (3) responsive SOQ's are received, the Ranking Committee may recommend the most highly qualified Respondent(s) or reject all SOQ's. If a Respondent is recommended, the Ranking Committee shall document the reasons that negotiating with the Respondent(s) is in in the best interests of the Monroe

County School Board in lieu of resoliciting SOQ's.

7.3.Interviews

Unless otherwise waived by the Ranking Committee, all Respondents considered under a Competitive RFQ shall be required to attend formal interviews. If required, interviews will be conducted at the date, time and location stated in this RFQ. Each Respondent will receive a maximum of thirty (30) minutes to make a presentation to the Ranking Committee, which may be followed by questions to the Respondent from individual members of the Committee. A final tabulation will be made by the Ranking Committee after completion of formal interviews with all Respondents.

7.4.Negotiation

MCSD will engage in negotiation of a contract with the highest ranked Respondent pursuant to the competitive negotiation process described in Florida Statute 287.055(5) and School Board approval of the final tabulation and posted Intent to Negotiate. If a Contract cannot be successfully negotiated with the highest ranked School Board approved Respondent, negotiations will be started with the next highest ranked.

Contract negotiations shall proceed in that fashion until a contract is successfully negotiated. Upon execution of a successfully negotiated Contract, the Contract will be submitted to the Monroe County School Board for approval. Contracts awarded under this Request for Qualifications are not effective until approved by the

School Board.

7.5.Tie Scores

In the event that any two (2) or more Respondents receive an identical cumulative score, the Ranking

Committee shall determine the prevailing Respondent in accordance with School Board Policy 6320. The

Ranking Committee shall recommend award to one or more of those Respondents by applying the following criteria in order:

1. Respondent has established a certified ‘drug-free workplace program in accordance with Florida law

2. Respondent is a minority business enterprise (MBE) certified by the State of Florida Office of Supplier

Diversity

3. Respondent is a veteran business enterprise, certified by the State of Florida Department of

Management Services

In the event a tie cannot be broken by the Ranking Committee as established in this section, the Committee shall submit its cumulative ranking to the School Board, where the tie may be broken by lot or other method as selected by the Board.

8.Scoring Matrix

No. Evaluation Criteria Scoring Method Weight (Points)

1. Firm Qualifications & Experience with Historic

Structures

Respondents who demonstrate the greatest capability of providing the requested services, and who possess qualifications and experience that are most applicable to the general type of services requested should be given the highest points in this category. Evaluators may consider qualifications and experience of the primary Respondent as a unit in this category, but should not consider the education, credentials, or past experience of individual personnel (scored under Personnel Experience and Qualifications). Respondent's references and litigation history should be considered under this category. If a financial statement was requested, Respondent's financial stability should also be considered.

0-5 = Unacceptable (but Responsive)

5 - 15 = Adequate

15 - 25 = Good

25 - 30 = Excellent

Points Based 30 (30% of Total)

2. Key Personnel and Project Team

Qualifications

Evaluate the experience, qualifications, and education of individual employees or subcontractors of the primary respondent under this category. Respondents who have retained personnel with the most suitable educational background, past experience, credentials, and other qualifications should be given the highest score in this category.

0-5 = Unacceptable (but Responsive)

Points Based 25 (25% of Total)

5-15 = Adequate

15-20 = Good

20 - 25 = Excellent

3. Schedule Management & Preconstruction

Services

Evaluate documentation demonstrating

Respondent's ability to remain accessible during the term of an awarded contract, to promptly respond to calls for requested work, and to complete projects within agreed-upon timeframes. Documentation may include reference letters, statements identifying techniques employed by Respondent, and successful completion of past projects of similar type, scope, and complexity.

Geographic proximity to a project site may also be considered in this category. The

Respondent(s) who demonstrate the greatest accessibility and responsiveness should be given the highest score(s) in this category.

0 - 5 = Unacceptable

5 - 10 = Adequate

10 - 15 = Good

15 - 20 = Excellent

Points Based 20 (20% of Total)

4. Past Performance & Client References on

Similar Public/School Projects

Evaluate documentation demonstrating

Respondent's ability to ensure adherence to standards of quality and budgetary constraints.

Documentation may include reference letters, statements identifying techniques employed by Respondent, and successful completion of past projects of similar type, scope, and complexity. Respondent(s) demonstrating the greatest ability to control costs and maintain quality standards should be given the highest score(s) in this category.

0 - 5 = Unacceptable

5 - 10 = Adequate

10 - 15 = Good

15 - 20 = Excellent

Points Based 20 (20% of Total)

5. Local Preference

Local Vendors Receive 5 Points. Non-Local

Vendors Receive 0 Points

Points Based 5 (5% of Total)

9.Vendor Information & Offer Certification

1.Statement of Qualifications*

Upload SOQ here.

*Response required

2.W-9*

Please Upload Respondent's W-9 Form

• fw9.pdf

*Response required

3.Reference Form *

Provide download and complete the attached form. Respondents must provide three (3) references from agencies you have provided similar goods or services to in the past five (5) years.

• VENDOR_REFERENCE_FORM.pdf

*Response required

4.Certificate of Insurance *

Please upload a certificate of insurance evidencing all coverages and minimum policy limits required by this

Solicitation. Offers not including proof of required insurance may be deemed non-responsive and may not be considered for award.

*Response required

5.Business / Personal Relationship Disclosure*

Respondent is required to disclose any personal or business relationship with an employee of the Monroe

County School District, or any member of the School Board of Monroe County, Florida. Please download, complete and upload the attached form.

• Relationship_Disclosure.pdf

*Response required

6.Bonding

6.1.Proof of Bonding Capacity*

Monroe County School District estimates this project to be valued at more than $200,000. For construction projects valued at more than $100,000, a payment & performance bond may be required. Respondents whose

SOQ includes pricing in excess of $100,000 must include a proof of bonding capacity in their response

*Response required

7.Acknowledgements

7.1.Debarment Certification *

Respondent certifies that, neither the firm nor any person associated therewith in the capacity of owner, partner, director, officer, principal, investigator, project director, manager, auditor, and/or position involving the administration of federal funds:

(a) Is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions, as defined in 2 CFR Chapter 180, by any federal department or agency;

(b) Has within a three-year period preceding this certification been convicted of or had a civil judgment rendered against it for: commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a federal, state, or local government transaction or public contract; violation of federal or state antitrust statutes; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property;

(c) Is presently indicted for or otherwise criminally or civilly charged by a federal, state, or local Governmental entity with commission of any of the offenses enumerated in paragraph (b) of this certification; and

(d) Has within a three-year period preceding this certification had one or more federal, state, or local government public transactions terminated for cause or default.

Respondent further certifies that it shall not knowingly enter into any transaction with any subcontractor, material supplier, or vendor who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this project by any federal agency.

☐ Please confirm

*Response required

7.2.Non-Collusion*

Respondent certifies the following:

• The terms of Respondent’s offer, including pricing, have been arrived at independently without collusion, consultation, communication or agreement for the purpose of restricting competition as to any matter related to such terms, with any other Respondent or competitor; and

• Unless otherwise required by law, the prices which have been quoted in this SOQ have not been knowingly disclosed to other Respondents or competitors, and will not knowingly be disclosed by the Respondent prior to public opening of the bid or SOQ, directly or indirectly, to any other Respondent or competitor; and

• No attempt has been made or will be made by the Respondent to induce any other person, partnership or corporation to submit, or not to submit, a bid or SOQ for the purpose of restricting competition; and

• The statements contained in Respondent’s offer are true and correct, and made with full knowledge that

School Board will rely upon the truth of the statements contained in this affidavit in awarding contracts for said project.

☐ Please confirm

*Response required

7.3.Drug Free Workplace *

If awarded a contract by the School Board of Monroe County, Florida (“School Board”), in accordance with

Florida Statute 287.087, Respondent agrees to the enforce a drug-free workplace, including at a minimum:

1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition.

2. Inform employees about the dangers of drug abuse in the workplace, the business’s policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations.

3. Give each employee engaged in providing the commodities or contractual services that are under bid a copy of the statement specified in section (1).

4. In the statement specified in section (1), notify the employees that, as a condition of working on the commodities or contractual services that are subject of this SOQ, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 (Florida Statutes) or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction

5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee’s community, or any employee who is so convicted.

6. Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section.

☐ Please confirm

*Response required

7.4.Public Entity Crime Statement *

Respondent acknowledges the following:

A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crime may not submit a SOQ on a contract to provide any goods or services to a public entity, may not submit a SOQ on a contract with a public entity for the construction or repair of a public building or public work, may not submit SOQs on leases of real property to public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017, for

CATEGORY TWO for a period of 36 months from the date of being placed on the convicted vendor list.

☐ Please confirm

*Response required

7.5.Contractor Rules *

The following is a list of rules that contractors/vendors and their personnel must adhere to while working on

Monroe County School projects. Failure of the contractor/vendor to abide by the rules will result in the violators being removed from the job site. All costs resulting from this will be the responsibility of the contractor/vendor. Please sign these rules and indicate the contractor/vendor’s agreement to follow them.

• Casual communications by contract/vendor personnel with students, staff, or faculty is prohibited.

• Convicted felons and employees with a past history of child abuse or molestation shall not be used on

Monroe County School projects.

• The schools are “Drug Free Zones,” use or possession of illegal substances and alcohol in any form are prohibited.

• The schools are “Tobacco Free,” no tobacco use is permitted on the school campus, in parking lots, or inside school restrooms.

• Vulgar language or gestures discernible to students or school staff is prohibited.

• Fighting or physically abusive actions of a similar nature are prohibited.

• Appropriate and modest attire is required while working on school campus. Revealing clothing will not be permitted.

• Clean up of work area is required on a daily basis. Hazardous materials shall not be put in school trash receptacles.

• Work that may be disruptive to the school shall be scheduled with the school administration or done after normal school hours.

• Pets are not allowed on campus.

☐ Please confirm

*Response required

7.6.Identical Tie Scores*

Preference shall be given to businesses with drug-free workplace programs. Whenever two or more

Respondents, who receive identical evaluation scores, are received by the State or by any political subdivision for the procurement of commodities or contractual services, a SOQ received from a business that certifies that it has implemented a drug-free workplace program shall be given preference in the award process. Established procedures for processing tie scores will be followed if none of the tie vendors have a drug-free workplace program. See Drug Free Workplace Form for qualifications.

☐ Please confirm

*Response required

7.7.Local Preference *

Respondent acknowledges that it has reviewed and understands the Local Preference Policy attached to this solicitation.

☐ Please confirm

*Response required

7.8.General Terms & Conditions *

Respondent acknowledges and agrees to the General Terms & Conditions attached to this Solicitation.

☐ Please confirm

*Response required

8.Local Preference

8.1.Is Respondent Claiming Local Preference? *

☐ Yes

☐ No

*Response required

When equals "Yes"

8.1.1.Upload Required Documentation*

If Respondent is claiming local preference, you must upload a clear, legible copy of the driver's license for at least one director or principal of Respondent evidencing residence in Monroe County, Florida; and a copy of

Respondent's Monroe County Business Tax License

*Response required

9.Offer Certification

9.1.Offer Certification*

Please download, sign and notarize the attached Certification. Offers made without a completed Certification

Form will not be considered for award

• Bid_Certification_Form_v2.pdf

*Response required