On-Call Construction Management Services.pdf

REQUEST FOR QUALIFICATION (RFQ) – PC1476

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

Housing Authority of the County of San Bernardino 715 E. Brier Drive

San Bernardino, CA 92408 July 2026

HACSB

Procurement Department

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

RFQ No. PC1476

I. INTRODUCTION

As the largest provider of affordable housing in San Bernardino County, the Housing Authority of the County of San Bernardino (HACSB) proudly assists more than 27,500 people, most of whom are seniors, individuals with disabilities, veterans, and children. Our core work is to administer rental assistance programs to prevent homelessness among low-income households. Since 1941, we have helped low-income families attain safe and stable housing through a variety of rental assistance programs funded by the U.S. Department of Housing and Urban Development (HUD).

More than 11,000 families are served through housing assistance payments made to landlords on behalf of the families or resided in units owned and managed by HACSB. Our largest program, the Housing Choice Voucher program, is America’s largest homelessness prevention program. The affordable rental housing programs we administer provide a critical safety net for households in San Bernardino County, where it takes nearly twice the minimum wage to afford a median-priced one-bedroom apartment.

Attaining stable housing is only one step on the path to self-sufficiency. HACSB builds strong partnerships within San Bernardino County to help support our customers’ needs beyond housing. The services and opportunities our partnerships bring create meaningful differences in the lives of families we serve, maximizing our resources and impact by mobilizing the talents of our community partners.

In 2008, Congress designated HACSB as a Moving to Work (MTW) public housing agency. MTW is a national demonstration program for housing authorities created by Congress in 1996. Contrary to its name, the Moving to Work demonstration is not a work requirement program. Instead, the intent of the MTW demonstration is to provide policy and regulatory flexibility to housing agencies to design and test affordable housing strategies and related policies. This designation allows HACSB to waive some HUD requirements to target the statutory objectives of the MTW Demonstration: help clients achieve economic independence, ensure freedom of housing choice, and save taxpayer dollars through efficient work.

The demand for affordable housing continues to increase, and the limited affordable housing supply is not enough to house the thousands of families in need. Over the years we have expanded our housing stock to help meet the county’s growing needs through acquisition, development, and redevelopment/expansion of our properties. HACSB owns and manages a large portfolio of affordable rental communities that are not federally funded. These properties are typically leased at amounts below market rents, bringing additional affordable housing opportunities to our communities in addition to the traditional rental assistance programs we administer.

HACSB has a governing Board of Commissioners (Board), which are appointed by San Bernardino County Board of Supervisors and is responsible for approving HACSB policies and providing strategic direction. The Board consists of seven volunteers, of which two seats are reserved for residents or participants of HACSB affordable housing programs. These individuals generously give their time in support of HACSB’s mission to empower all individuals and families in need to achieve an enriched quality of life by providing housing opportunities and resources throughout San Bernardino County.

An Executive Director appointed by the Board is responsible for managing the daily operations of the agency and overseeing a staff of approximately 160 employees. Annual budget for the Authority is approximately $250 million.

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

We value our vendors and contractors as partners in our mission to empower all individuals and families in need to achieve an enriched quality of life by providing housing opportunities and resources throughout San Bernardino County.

II. PURPOSE

The purpose of this Request for Qualification (RFQ) is to solicit responses from qualified companies to furnish services to the HACSB as identified in the “Scope of Work” of this request.

A. Contact Information This RFQ is being issued, as will any addenda by the HACSB. The contact person for HACSB is:

Alicia Schneider, Procurement Department

San Bernardino, CA 92408-2841

(909) 890-0644 procurement@hacsb.com

Proposals and questions will not be accepted by e-mail or facsimile. All proposals must be completed and uploaded into the PlanetBids website.

III. Contract Term

The Contract period will be for a one (1) year base period beginning approximately August 2026 through August 2027, with four single or multiple year options to extend the contract until no later than August 2031, or until such time as terminated per the terms of the agreement or unless for any reason funds which have been appropriated for the provision of these services are no longer available. The optional years shall be exercised by written amendments executed by each party and may require Board of Commissioners’ approval on behalf of HACSB for additional funding on optional years if needed.

IV. Proposal Timeline

Release of RFQ July 15, 2026

Question Due July 22, 2026 @2pm

Answers to Questions July 29, 2026

Proposals Due August 17, 2026 @2pm

Evaluation Process August 2026

Presentations (if applicable) N/A

Award of Contract August 2026

Tentative Board Date (if applicable) N/A

HACSB may insert elective choices such as site visit, oral interviews, presentations, demonstrations, shortlist, best and final offers, etc.

V. Proposal Conditions

A. Authorized Signatures All proposals must be signed by an individual authorized to bind the Proposer to the provisions of the

RFQ.

B. Term of Offer mailto:procurement@hacsb.com

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

Proposals shall remain open, valid and subject to acceptance anytime within nine (9) months after the proposal opening.

C. Questions Proposers may submit questions regarding this RFQ via PlanetBids by the date stated in Section IV – Proposed Timeline. All questions, without identifying the submitting company, will be compiled with the appropriate answers and issued as an addendum to the RFQ and posted on PlanetBids.

D. Required Review Proposers should carefully review this solicitation for defects and questionable or objectionable material. Comments concerning defects and objectionable material must be made in writing and received by the RFQ contact at least ten days before the proposal opening. This will allow issuance of any necessary addendum. It will also help prevent the opening of a defective solicitation and exposure of proposals upon which award could not be made. Protests based on any omission or error, in the content of this RFQ, may be disallowed if not brought to the written attention of the RFQ Contact in Section II, Paragraph A at least five days before the Deadline for Proposals.

E. Incurred Costs HACSB is not obligated to pay any costs incurred by Proposer in the preparation of a proposal in response to this RFQ. Proposers agree that all costs incurred in developing a proposal are the Proposer’s responsibility.

F. Amendments/Addenda to RFQ HACSB reserves the right to issue addenda or amendments to this RFQ if HACSB considers that changes are necessary or additional information is needed.

Changes to a proposal or withdrawal of proposals will only be allowed if acceptable requests are received prior to the deadline that is set for receipt of proposals. No amendments or withdrawals will be accepted after the deadline.

G. Best Value Evaluation As established in this solicitation, HACSB realizes that criteria other than price are important and will award contract(s) based on the proposal that best meets the needs of HACSB. The optimal combination of quality, price, and various qualitative elements of required services will provide HACSB the greatest or best value for its money.

H. Right of Rejection Offers must comply with all the terms of the RFQ, and all applicable local, state, and federal laws, codes, and regulations. HACSB may reject as non-responsive any proposal that does not comply with all the material and substantial terms, conditions, and performance requirements of the RFQ.

Proposers may not qualify the proposal nor restrict the rights of HACSB. If Proposer does so, the proposal may be determined to be a non-responsive counteroffer and the proposal may be rejected.

No proposal shall be rejected, however, if it contains a minor irregularity, defect or variation and if the irregularity, defect or variation is considered by HACSB to be immaterial or inconsequential, HACSB may choose to accept the proposal.

Minor informalities may be waived by the Procurement and Contracts Supervisor when they:

• Do not affect responsiveness;

• Are merely a matter of form or format;

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

• Do not change the relative standing or otherwise prejudice other offers;

• Do not change the meaning or scope of the RFQ;

• Are trivial, negligible, or immaterial in nature;

• Do not reflect a material change in the work; or

• Do not constitute a substantial reservation against a requirement or provision;

In such cases the Proposer will be notified of the deficiency in the proposal and given an opportunity to correct the irregularity, defect or variation or HACSB may elect to waive the deficiency and accept the proposal.

This RFQ does not commit HACSB to award a contract. HACSB reserves the right to reject any or all proposals if it is in the best interest of HACSB to do so. HACSB also reserves the right to terminate this RFQ process at any time.

I. Clarification of Offers In order to determine if a proposal is reasonably acceptable for award, communications by the Facilitator for the Evaluation Panel are permitted with a Proposer to clarify uncertainties or eliminate confusion concerning the contents of a proposal. Clarifications may not result in a material or substantive change to the proposal. The evaluation by the Facilitator may be adjusted as a result of a clarification under this section.

J. Public Records Act All information submitted in the Proposal or in response to request for additional information is subject to disclosure under the provisions of the California Public Records Act (California Government Code section 6250, et seq.). Proposals may contain financial or other data that constitutes a trade secret. To protect such data from disclosure, Proposers should specifically identify the pages that contain confidential information by properly marking the applicable pages and inserting the following notice on the front of its response:

NOTICE

The data on pages ______ of this Proposal response, identified by an asterisk (*) or marked along the margin with a vertical line, contains information which are trade secrets.

We request that such data be used only for the evaluation of our response but understand that disclosure will be limited to the extent that the HACSB determines is proper under federal, state, and local law.

The proprietary or confidential data shall be readily separable from the Proposal in order to facilitate eventual public inspection of the non-confidential portion of the Proposal.

HACSB assumes no responsibility for disclosure or use of unmarked data for any purpose. In the event disclosure of properly marked data is requested, the Proposer will be advised of the request and may expeditiously submit to the HACSB a detailed statement indicating the reasons it has for believing that the information is exempt from disclosure under federal, state, and local law. This statement will be used by the HACSB in making its determination as to whether disclosure is proper under federal, state or local law. The HACSB will exercise care in applying this confidentiality standard but will not be held liable for any damage or injury, which may result from any disclosure that may occur.

K. Disclosure of Criminal and Civil Proceedings HACSB reserves the right to request the information described herein from the Proposer selected for contract award. Failure to provide the information may result in a disqualification from the selection process and no award of contract to the Proposer. HACSB also reserves the right to obtain the requested information by way of a background check performed by an investigative firm. The selected

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

Proposer also may be requested to provide information to clarify initial responses. Negative information provided or discovered may result in disqualification from the selection process and no award of contract.

The selected Proposer may be asked to disclose whether the firm, or any of its partners, principals, members, associates or key employees (as that term is defined herein), within the last ten years, has been indicted on or had charges brought against it or them (if still pending) or convicted of any crime or offense arising directly or indirectly from the conduct of the firm’s business, or whether the firm, or any of it partners, principals, members, associates or key employees, has within the last ten years, been indicted on or had charges brought against it or them (if still pending) or convicted of any crime or offense involving financial misconduct or fraud. If the response is affirmative, the Proposer will be asked to describe any such indictments or charges (and the status thereof), convictions and the surrounding circumstances in detail.

In addition, the selected Proposer may also be asked to disclose whether the firm, or any of its partners, principals, members, associates, or key employees, within the last ten years, has been the subject of legal proceedings as defined herein arising directly from the provision of services by the firm or those individuals. “Legal proceedings” means any civil actions filed in a court of competent jurisdiction, or any matters filed by an administrative or regulatory body with jurisdiction over the firm or the individuals. If the response is affirmative, the Proposer will be asked to describe any such legal proceedings (and the status and disposition thereof) and the surrounding circumstances in detail.

For purposes of this provision “key employees” includes any individuals providing direct service to HACSB. “Key employees” do not include clerical personnel providing service at the firm’s offices or locations.

L. Debarment and Suspension Proposer certifies (using Exhibit D) that neither it nor its principals or subcontracts is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency as required by Executive Order 12549.

Further, Proposer affirms that it has no record of unsatisfactory performance with HACSB in the twenty-four (24) month period immediately preceding the date of issuance of this RFQ.

M. Board and Staff Communications Under no circumstances may any member of the HACSB or any staff member other than the contact specified in Section II – Paragraph A, be contacted during this RFQ process, by any entity intending to submit a response to this RFQ. Failure to comply with this request will result in disqualification.

N. Final Authority to Award The final authority to award contracts as a result of this RFQ may require approval by The Housing Authority’s Board of Commissioners based on award amount.

O. Payment for Services Payments for any and all invoices or other obligations are satisfied electronically through the Automated Clearing House (ACH) system. The Contractor will be required to authorize the HACSB to initiate payment electronically to any bank account maintained by the contractor wherever located.

Contractor shall promptly comply with directions and accurately complete forms provided by HACSB required to process ACH payments.

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

VI. SCOPE OF SERVICES

1. OVERVIEW AND PURPOSE

The Housing Authority of the County of San Bernardino (hereinafter referred to as "HACSB" or the "Authority") is seeking qualified firms to provide On-Call Construction Management (CM) Services in direct support of the Authority's Real Estate Development efforts. The selected Consultant will serve as an extension of HACSB staff, providing professional expertise, project oversight, and coordination across all phases of real estate development and construction — from Project Initiation through Project Closeout. Projects may include affordable housing developments, mixed-use developments, infrastructure improvements, facility renovations, and other capital improvement projects undertaken at the Authority's discretion. All services performed under this contract shall comply with applicable federal, state, and local laws, regulations, codes, and standards, as well as HACSB's internal procurement and project management policies, HUD requirements, and any applicable funding source requirements.

2. SCOPE OF SERVICES

The selected Consultant shall provide on-call construction management and real estate development support services as directed by HACSB. The Consultant shall lead and support projects through all five phases of project delivery: Initiation, Planning, Execution, Monitoring and Controlling, and Closeout. Services may include, but are not limited to, the following:

• Engage and coordinate with Housing Authority partners, staff, and vendors to ensure project success.

• Review design plans for constructability, consistency, and adherence to Housing Authority standards.

• Assist in obtaining necessary entitlements and/or permits.

• Coordinate construction activities with various agencies, utilities, and municipalities.

• Attend all construction and progress meetings.

• Review and manage project schedules, as required.

• Review and assist with project punch lists and closeout activities.

• Assist in the oversight, planning, and securing public approvals for real estate development.

• Coordinate and administer development project activities including general contractor selection and oversight, identifying/managing consultants, securing necessary permits, and supporting project design.

• Provide management services for a design-build project delivery.

2.1 Project Initiation

The Consultant shall work closely with HACSB staff to establish the foundation for successful project delivery at the outset of each engagement. This includes assisting HACSB in defining the project scope, objectives, and deliverables; reviewing preliminary project concepts and providing input on feasibility, constructability, and alignment with HACSB's development standards and goals; and identifying all relevant project stakeholders, including HACSB partners, development partners, lenders, regulatory agencies, utility companies, municipalities, and community groups. The Consultant shall assist in the preparation of project initiation documents, including project charters, preliminary budgets, and high-level project schedules as required by HACSB. The Consultant shall also review applicable funding source requirements — including HUD, tax credit programs, and state housing programs — and identify compliance obligations that must be incorporated into the project management approach. Additionally, the Consultant shall assist HACSB in evaluating and selecting the most appropriate project delivery method for each project, including but not limited to Design-Bid-Build, Design-Build, or Construction Manager at Risk (CMAR), based on project complexity, schedule, budget, and risk profile.

2.2 Planning

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

The Consultant shall provide comprehensive planning support to ensure that each project is thoroughly prepared prior to the commencement of construction activities. The Consultant shall conduct thorough constructability reviews of design plans, drawings, and specifications at each stage of design development to identify potential construction conflicts, design inconsistencies, ambiguities, or deviations from HACSB standards. Written constructability review reports summarizing findings, risks, and recommended corrective actions shall be provided to HACSB for each review. The Consultant shall review all design documents to ensure consistency with HACSB's established design standards, material specifications, and operational requirements, and shall coordinate with the design team to resolve any discrepancies prior to construction.

The Consultant shall develop and maintain a comprehensive, project-specific schedule using industry-standard scheduling software identifying all major milestones, critical path activities, design review periods, permitting timelines, procurement lead times, construction activities, and project closeout tasks. The Consultant shall also prepare independent cost estimates at various stages of design to validate project budgets and identify potential cost overruns before construction begins, and shall assist HACSB in value engineering efforts to optimize project costs without compromising quality, functionality, or compliance with applicable standards.

The Consultant shall assist HACSB in identifying all required entitlements, permits, licenses, and regulatory approvals necessary for project execution — including land use entitlements, zoning approvals, environmental clearances, building permits, grading permits, and utility connection approvals — and shall develop a permitting strategy and timeline that aligns with the overall project schedule. The Consultant shall also support the preparation of bid packages, solicitation documents, prequalification criteria, and bid evaluation frameworks for the procurement of general contractors and project consultants, in accordance with applicable procurement regulations and HACSB policies. The Consultant shall not participate in the competitive bidding process for any construction contracts managed under this agreement. Detailed construction phasing and logistics plans shall be developed to minimize disruption to HACSB operations, existing residents, and surrounding communities, addressing site access, staging areas, traffic control, noise mitigation, and safety protocols.

2.3 Execution

During the active construction and development phase of each project, the Consultant shall serve as HACSB's representative, providing full-time or part-time on-site oversight as required by the scope of each Task Order.

The Consultant shall monitor contractor performance, workmanship, and compliance with contract documents, applicable codes, HACSB standards, and safety regulations. The Consultant shall engage and coordinate proactively with HACSB partners, staff, and vendors throughout the project to ensure alignment, resolve issues, and maintain project momentum, serving as a central point of coordination among all project participants including development partners, lenders, design professionals, general contractors, subcontractors, utility companies, and regulatory agencies.

The Consultant shall coordinate construction activities with various agencies, utilities, and municipalities as required by the project scope, including coordinating utility relocations, new service connections, inspections, and approvals with all relevant entities to prevent delays and ensure compliance with applicable requirements.

The Consultant shall organize, facilitate, and document all construction and progress meetings, including pre-construction conferences, weekly or bi-weekly progress meetings, design coordination meetings, and special coordination meetings as needed. The Consultant shall attend all construction and progress meetings as required by HACSB, and meeting minutes shall be prepared and distributed to all stakeholders within three (3) business days of each meeting.

For projects utilizing a design-build delivery method, the Consultant shall provide specialized management services to oversee the design-build contractor's performance across both the design and construction phases.

This includes reviewing design submittals for conformance with the Owner's Project Requirements (OPR), monitoring design progress, coordinating design review meetings, and ensuring that the design-build

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

contractor's work meets HACSB's quality, schedule, and budget expectations. The Consultant shall assist HACSB in managing the design-build contract, including reviewing and processing change orders, pay applications, and claims.

The Consultant shall establish and maintain a comprehensive submittal log and Request for Information (RFI) log, reviewing submittals for general conformance with contract documents and coordinating timely responses from the design team. The Consultant shall implement and maintain a project-specific Quality Assurance and Quality Control (QA/QC) plan, coordinating with third-party testing and inspection firms as directed by HACSB, documenting all inspections, test results, and non-conforming work, and ensuring that deficiencies are corrected promptly. The Consultant shall monitor the construction site for compliance with applicable OSHA regulations, HACSB safety policies, and the contractor's approved safety plan, and shall document and report any safety violations or incidents to HACSB immediately. The Consultant shall not assume the role of the contractor's safety officer but shall serve as an observer and reporter of safety conditions on behalf of HACSB.

The Consultant shall monitor project expenditures against the approved budget, review and process contractor pay applications and change order requests, and provide HACSB with timely written recommendations regarding the merit, scope, and value of proposed changes. All change orders shall require HACSB approval prior to execution. The Consultant shall maintain a complete and organized project documentation system — including all correspondence, submittals, RFIs, meeting minutes, inspection reports, photographs, change orders, and pay applications — in a format and system acceptable to HACSB and accessible to HACSB staff at all times. A comprehensive photographic record of construction progress shall be maintained, with all photographs date-stamped, labeled, and organized in a manner acceptable to HACSB.

2.4 Monitoring and Controlling

Throughout the life of each project, the Consultant shall provide ongoing monitoring and controlling services to ensure that the project remains on track with respect to scope, schedule, budget, and quality. The Consultant shall monitor the construction contractor's and design team's progress against the approved project schedule on a continuous basis, identify schedule variances, analyze impacts on the critical path, and recommend corrective actions to HACSB. Regular written progress reports shall be provided at a frequency determined by each Task Order, typically weekly or bi-weekly. The Consultant shall provide HACSB with regular budget status reports clearly identifying actual costs to date, committed costs, projected final costs, and any budget variances, and shall flag potential cost overruns early with recommendations for mitigation.

The Consultant shall identify, document, and monitor project risks throughout the project lifecycle, maintaining a project risk register and providing HACSB with proactive recommendations for risk mitigation and contingency planning. The Consultant shall also monitor the project for ongoing compliance with all applicable regulatory requirements, permit conditions, funding source requirements, and HACSB policies, and shall report any compliance issues to HACSB promptly with recommended corrective actions. Regular project status reports shall be prepared and distributed to HACSB leadership, development partners, lenders, and other stakeholders as directed by HACSB.

2.5 Project Closeout

The Consultant shall provide comprehensive project closeout services to ensure that each project is completed in an orderly and thorough manner. The Consultant shall conduct a thorough inspection of completed work to develop a comprehensive punch list of items requiring correction or completion, and shall monitor and track the resolution of all punch list items to ensure timely completion by the construction contractor. The Consultant shall coordinate and participate in all final inspections required by regulatory agencies, the design team, and HACSB, and shall ensure that all required certificates of occupancy, final permits, and regulatory approvals are obtained prior to project closeout.

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

The Consultant shall review and verify the accuracy of as-built drawings submitted by the construction contractor, ensuring that all field changes and modifications are accurately reflected in the final record documents before acceptance by HACSB. The Consultant shall collect, review, and organize all operations and maintenance manuals, warranties, guarantees, and equipment data submitted by the construction contractor, and shall coordinate all required training sessions for HACSB operations and maintenance staff on new systems, equipment, and facilities. The Consultant shall review and process the construction contractor's final pay application, assist HACSB in collecting all required lien releases and closeout documentation in accordance with applicable California law, and prepare a comprehensive project closeout report summarizing the project history, final costs, schedule performance, lessons learned, and any outstanding warranty or post-construction issues. During the applicable warranty period, the Consultant shall assist HACSB in identifying and documenting warranty deficiencies and coordinating with the construction contractor for timely resolution.

2.6 Real Estate Development Support

In addition to the construction management services described above, the Consultant shall provide specialized support for HACSB's real estate development activities. The Consultant shall coordinate and administer all aspects of real estate development project activities on behalf of HACSB, including general contractor selection and oversight, identifying and managing project consultants, securing necessary permits and entitlements, and supporting project design from inception through completion. The Consultant shall assist HACSB in planning, preparing for, and securing public approvals required for real estate development projects, including supporting the preparation of applications, presentations, and supporting materials for planning commissions, city councils, county boards, and other public bodies, and coordinating with HACSB's legal counsel, planning consultants, and community relations staff as needed.

The Consultant shall assist in the preparation and processing of entitlement applications, including general plan amendments, zone changes, conditional use permits, variances, subdivision maps, and environmental review documents under CEQA and/or NEPA as applicable, and shall coordinate with local jurisdictions and regulatory agencies to advance entitlement approvals in a timely manner. The Consultant shall serve as a liaison between HACSB and its development partners — including co-developers, investors, lenders, and other stakeholders involved in mixed-finance or public-private development transactions — facilitating communication, coordinating due diligence activities, and assisting in resolving development-related issues as they arise. The Consultant shall also support the project design process by coordinating design team activities, facilitating design review meetings, providing input on design decisions from a constructability and cost perspective, and ensuring that design documents are progressing in alignment with the project schedule and budget.

2.7 Prevailing Wage and Labor Compliance

The Consultant and any subconsultants performing work under this contract shall comply with all applicable prevailing wage requirements in accordance with California Labor Code Section 1720 et seq., as interpreted and enforced by the California Department of Industrial Relations (DIR). The Consultant acknowledges that certain on-site services performed in connection with a public works project may be subject to prevailing wage requirements, including but not limited to on-site construction staking and land surveying, materials testing and sampling, special inspections, non-destructive testing, environmental monitoring, and on-site construction management and inspection activities performed during active construction. California prevailing wage determinations can be found at www.dir.ca.gov. The DIR will continue to have jurisdiction over this project

The Consultant and all subconsultants performing public works-related services shall be registered with the California DIR as a public works contractor/subcontractor, as required by California Labor Code Section 1725.5, prior to submitting its bid. The Consultant shall obtain and apply the applicable prevailing wage https://gcc02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.dir.ca.gov%2F&data=05%7C02%7Calardapide%40hacsb.com%7C28b4689420ff4ea34bb208dec7e66039%7C15d76d412a5d4ea2bf2cd720f492594a%7C0%7C0%7C639167989486186588%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=PPchGRhS58GbGJvtDDajmUJunIGY0rKaVHGZOlbow48%3D&reserved=0

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

determinations issued by the DIR for all applicable craft classifications and types of work performed on each project, available through the DIR's online database at www.dir.ca.gov. The Consultant shall maintain and submit certified payroll records for all workers performing prevailing wage work in accordance with California Labor Code Section 1776, submitted electronically through the DIR's online compliance monitoring system (eCPR), and shall make all records available to HACSB and the DIR upon request. Applicable prevailing wage rates shall be posted at the job site in a location accessible to all workers as required by California Labor Code Section 1773.2. The Consultant shall comply with California Labor Code Section 1777.5 regarding the employment and training of apprentices on public works projects where applicable, and shall ensure that all subconsultants and lower-tier subcontractors performing on-site work subject to prevailing wage requirements comply fully with all applicable prevailing wage laws, DIR registration requirements, and certified payroll reporting obligations.

For projects funded in whole or in part by federal funds, including HUD funding, the Consultant and all subconsultants shall also comply with the Davis-Bacon Act (40 U.S.C. §§ 3141–3148) and all Davis-Bacon Related Acts as applicable. Federal prevailing wage determinations shall be obtained from the U.S.

Department of Labor's System for Award Management (SAM.gov) or as otherwise provided in the applicable Task Order or project funding documents. Where both California prevailing wage rates and federal Davis- Bacon wage rates apply to the same classification of work, the higher of the two applicable rates shall govern.

HACSB reserves the right to audit the Consultant's and any subconsultant's payroll records, certified payroll reports, and related documentation at any time during the contract term and for a period of three (3) years following contract completion to verify compliance with applicable prevailing wage requirements. The Consultant shall cooperate fully with any such audit and shall provide all requested records within five (5) business days of HACSB's written request. The Consultant shall indemnify, defend, and hold harmless HACSB and its officers, employees, and agents from and against any claims, penalties, fines, or liabilities arising from the Consultant's or any subconsultant's failure to comply with applicable prevailing wage requirements. Failure to comply with applicable prevailing wage requirements may result in forfeiture penalties as prescribed by California Labor Code Section 1775, debarment from public works contracting in California, withholding of contract payments by HACSB pending resolution of violations, and any other penalties or remedies available under applicable federal or state law.

3. TASK ORDER PROCESS

All work performed under this contract shall be authorized through individually issued Task Orders approved by HACSB's designated Contract Administrator. Each Task Order shall include a detailed description of the project and scope of services required, the project location, the estimated project budget, the required level of staffing and key personnel assignments, the performance period and key milestones, the method of compensation, and any special requirements, reporting obligations, funding source compliance requirements, or HACSB-specific protocols. The Consultant shall respond to each Task Order request within five (5) business days with a proposed staffing plan, schedule, and fee proposal. HACSB reserves the right to negotiate the scope, schedule, and fee of each Task Order prior to execution, and reserves the right to issue Task Orders to other firms under this contract or to procure services through other means if the Consultant is unable to respond within the required timeframe or if the proposed fee is deemed unreasonable. HACSB makes no guarantee of a minimum volume of work or a minimum number of Task Orders under this contract.

4. STAFFING AND KEY PERSONNEL

The Consultant shall designate a qualified Project Manager who shall serve as the primary point of contact for HACSB, with a minimum of ten (10) years of experience in construction management and/or real estate development, including demonstrated experience with affordable housing or public agency projects. For each active construction project, the Consultant shall assign a qualified Resident Construction Manager or Field https://gcc02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.dir.ca.gov%2F&data=05%7C02%7Caschneider%40hacsb.com%7C3abbf90acf5a42f7419f08dec7ea0ece%7C15d76d412a5d4ea2bf2cd720f492594a%7C0%7C0%7C639168005263736668%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=VM5p52ZnccqHkzPTgWMGp%2Bm3P7e8BVYQUyAdmgml9fs%3D&reserved=0

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

Inspector with a minimum of five (5) years of relevant field experience, who shall be on-site during all active construction activities unless otherwise agreed upon in the Task Order. The Consultant shall not substitute or replace key personnel identified in the proposal without prior written approval from HACSB. Any proposed substitution shall be accompanied by a resume demonstrating that the proposed replacement meets or exceeds the qualifications of the original personnel. The Consultant may utilize qualified subconsultants to supplement its team, subject to prior written approval by HACSB, and shall remain fully responsible for the performance of all subconsultants and their compliance with all contract requirements.

5. DELIVERABLES

The Consultant shall provide the following deliverables, at a minimum, for each Task Order unless otherwise specified: a project-specific construction management and/or development management plan; baseline project schedule and regular schedule updates; weekly or bi-weekly written progress reports; meeting minutes for all project and progress meetings distributed within three (3) business days; submittal and RFI logs updated on a continuous basis; constructability review reports; cost tracking and budget status reports; change order log and written recommendations; organized and labeled photographic documentation; QA/QC inspection reports and testing coordination logs; entitlement and permitting status reports; punch list and closeout documentation;

final project closeout report; as-built drawing review and acceptance documentation; and a complete O&M manuals, warranty documentation, and lien release package. All deliverables shall be submitted in electronic format as required by HACSB and organized in a manner consistent with HACSB's document management standards.

6. COMPLIANCE

The Consultant shall comply with all applicable federal, state, and local laws, regulations, and ordinances throughout the contract term, including but not limited to HUD regulations and requirements, the California Environmental Quality Act (CEQA), Equal Employment Opportunity (EEO) requirements, the Americans with Disabilities Act (ADA) and California accessibility standards, California prevailing wage laws, Davis-Bacon Act requirements for federally funded projects, California Contractors State License Board (CSLB) requirements, and HACSB's procurement policies and administrative procedures. The Consultant shall disclose any actual or potential conflicts of interest to HACSB in writing prior to accepting any Task Order assignment. The Consultant shall not perform construction work on any project for which it is providing construction management services under this contract.

VII. RFQ Evaluation Criteria Proposals will be evaluated based on the selection factors listed below; the relative weight that each factor will receive in the evaluation is shown below. The answers to the written questions and answers to the questions posed at the interview will be used to determine the number of points each respondent receives for each factor.

Evaluation Criteria

Weighting (Max. Pts.)

SPECIALIZED KNOWLEDGE, EXPERIENCE AND TECHNICAL

COMPETENCE that the proposer displays for the work required, based upon the work history (especially in a housing authority or a multi-unit environment), and the resumes submitted for the staff proposed to perform the work. The PAST PERFORMANCE of the proposer on prior work of the same or similar nature, based on the letters of reference and/or client lists submitted, and based upon the results of any consultation that the MHA chooses to conduct with such.

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

The CAPABILITY the proposer displays, in that the proposal submittal shows: (a) a knowledge and understanding of the scope of the work to be performed; and, (b) a realistic proposed approach to the performance of the required work.

OVERALL QUALITY OF THE PROPOSAL SUBMITTED, based upon the opinion of the evaluators.

(a) That it indicates a knowledge and understanding of the scope of work to be performed.

(b) That it indicates the ability to perform the work in a timely manner and that you have adequate staffing.

4 The proposed COST of the services. 10

5 Ownership: Certification of MBE/WBE ownership 5

Maximum Total Points 100

HACSB may desire to contract with multiple consultants to provide the services above.

A. Proposal Format

Response to this RFQ must be submitted via the PlanetBids website. Click on the link to access the bid documents and details: PlanetBids

VII. INFORMATION REQUESTED OF PROPOSERS

A. Organizational and Personnel Background Provide an overview of your company, emphasizing its qualifications and major organizational strengths.

B. Experience Discuss your experience, in serving as a provider of On-Call Construction Management Services.

C. Miscellaneous Discussion Questions

1. Identify the specific individuals who would be assigned to work with the HACSB and specify which person would be the primary contact person with the HACSB. Please include their level of expertise in the services and certifications held by staff.

2. Provide an estimate of time that will be required to begin On-Call Construction Management Services.

D. Price

Provide your cost as listed in the Bid Proposal (Exhibit B) form for the rendering of the services and clearly specify if any additional expenses will be charged to HACSB in connection with this proposal.

E. Affirmative Action

The HACSB requires that each respondent be an Equal Opportunity Employer:

State that the respondent complies fully with all government regulations regarding nondiscriminatory employment practices.

VIII. COMPANY QUALIFICATIONS

Proposals shall be considered from responsible organizations or individuals engaged in the performance of On-Call Construction Management Services. Proposals must include information on https://www.planetbids.com/portal/portal.cfm?CompanyID=40135

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

competency in performing comparable On-Call Construction Management Services, demonstration of acceptable financial resources, and personnel staffing. The vendor shall furnish detailed information on references, as well as background and experience with projects of a similar type and scope to include as a minimum:

A. Brief history of the company

B. A listing of five (5) references where similar services were performed. The client reference shall include the name of organization, contact person, address, and telephone numbers.

C. Vendor shall describe their understanding of the project scope, their proposed approach to performing the services, and submit a proposed schedule. Offerors shall include information on experience with similar projects. Offerors shall describe how their organization can meet the requirements of this RFQ and shall include the following:

• The number of years the Offeror has provided these services; and

• The number of clients and geographic locations that the Offeror currently provides services for.

• Provide the names and titles of the key management personnel directly involved with supervising the services rendered under this Contract along with their resumes.

• Provide the name and resume of the Offeror’s Contractor Representative who, if the Offeror is selected for award, would be responsible for the daily oversight of the Contract from the Contractor’s perspective.

IX. RFQ REQUIREMENTS AND CONDITIONS

Minimum Requirements This RFQ sets forth the minimum requirements that all submissions shall meet. Failure to submit proposals in accordance with this request may render the proposal unacceptable.

Submission Requirements Forms included within this Request for Qualification must be included with proposal, in addition to any and all included documents for review and consideration. Failure to submit mandatory forms will result in rejection of the proposal. The required documents are as follows:

1. Exhibit A – Contact Information Form

2. Exhibit B – Proposal Form

3. Exhibit C – Reference Form

4. Exhibit D – Certification Regarding Debarment or Suspension

5. Exhibit F – HUD Form 5369B

6. Exhibit G – HUD Form 5369C

7. Exhibit H – HUD Form 5370

8. Exhibit I – HACSB Sample Contract (for review only)

Collusion Proposer, by submitting a proposal, hereby certifies that no officer, agent, or employee of the HACSB has a pecuniary interest in this Proposal; that the Proposal is made in good faith without fraud, collusion, or connection of any kind with any other proposer; and that the proposer is competing solely in its own behalf without connection with, or obligation to any undisclosed person or company.

Request for Qualification

ON-CALL CONSTRUCTION MANAGEMENT SERVICES

Disputes In case of any doubt or differences of opinions as to the participation sought hereunder, or the interpretation of the provisions of the RFQ, the dispute process shall apply.

Contractors may appeal the recommended award, provided the appeal is in writing, contains the RFQ number, is delivered to the address listed in Section II – Paragraph A of this RFQ, and is submitted according to the time requirements listed below. The following shall apply to protests (unless otherwise specified, this section will use the term “protest” to also include disputes and appeals):

Solicitation: Contractors may protest a solicitation issued by HACSB. It must be received by the Procurement and Contracts Supervisor before the bid or proposal submittal deadline, or it will not be considered.

Award RFQ: Any protest against the award of a contract based on an RFQ must be received by the Procurement and Contracts Supervisor no later than two full business days after the bid submittal deadline, or before award of the contract, whichever is earlier, or the protest will not be considered.

Award RFQ/RFQual.: Any protest against the award of a contract based on an RFQ or RFQual. or appeal of a decision by HACSB to reject a proposal, must be received by the Procurement and Contracts Supervisor within three business days after notification to an unsuccessful proposer that they were not selected, or the protest will not be considered.

Rejection of Bid: Any protest of a decision by HACSB to reject a bid submitted in response to an RFQ must be received by the Procurement and Contracts Supervisor within two business days after being notified in writing of HACSB’s decision, or the appeal will not be considered.

A written response will be directed to the appealing Contractor within fourteen (14) calendar days of receipt of the appeal, advising of the decision regarding the appeal and the basis for the decision. The decision of the HACSB shall be final and binding upon all parties.

X. INSURANCE REQUIREMENTS

A. Proof of Insurance shall not be terminated or expire without thirty (30 days written notice and are required to be maintained in force until completion of the contract. The Contractor shall require all subcontractors used in the performance of this contract to name HACSB as an additional insured. Following are the standard types and minimum amounts.

General Liability: $2,000,000 per occurrence and $3,000,000 aggregate; HACSB Additional Insured.

Com…