PCSS-RFQ Trade Contractor~1.pdf

PIONEER CHARTER SCHOOL OF SCIENCE II

PEABODY, MASSACHUSETTS

PIONEER CHARTER SCHOOL OF SCIENCE II – PEABODY CAMPUS

PROJECT

REQUEST FOR QUALIFICATIONS

FOR

TRADE CONTRACTORS

Construction Manager at Risk – MGL c.149A; Section 8

For the following Trades:

Masonry; Waterproofing, Dampproofing, and Caulking; Roofing and Flashing;

Acoustical Tile; Painting; Elevators; Fire Protection; Plumbing; Heating, Ventilation and Air-Conditioning; Electrical

Submission Deadline: December 5, 2025 at 2:00pm

Submit Statement of Qualifications to:

Statement of Qualifications (SOQ) shall be submitted electronically at www.Projectdog.com Hard copies will not be accepted by the Awarding Authority.

Date Issued: November 19, 2025

Pioneer Charter School Of Science II – Peabody Campus Project Peabody, Massachusetts RFQ For Trade Contractor Services

TABLE OF CONTENTS

Part One: Request for Qualifications to Trade Contractors

Section I: General Information

Section II: Detailed Project Description

Section III: General Instructions

Section IV: Overview of Prequalification Process

Section V: Administration/Schedule for Prequalification Process

Section VI: Evaluation Procedure/Criteria for Prequalification Selection

Section VII: Additional Information

Part Two: Trade Contractor SOQ Application Forms/Schedules (to be completed by Trade Contractor)

Trade SOQ Form 1: RFQ Interest Form

Trade SOQ Form 2: RFQ Response Checklist

Trade SOQ Form 3: SOQ Application Form

Schedule A: Business Owner Information

Schedule B: Management Personnel Information

Schedule C: Similar Project Experience

Schedule D: Terminations

Schedule E: Legal Proceedings

Schedule F: Safety Record

Schedule G: Project References

Schedule H: Credit References

Schedule I: Public Project References

Schedule J: Prior Revenue

Schedule K: Revenue under Contract

Schedule L: Bonding Letter

Schedule M: Sub-bidder Certificate of Eligibility and Sub-bidder Update

Statement

RFQ For Trade Contractor Services

Part One: Request for Qualifications to Trade Contractors

Section I: General Information

A. Introduction

This Request for Qualifications (“RFQ”) is the first phase of a two-phase procurement process as set forth in MGL Chapter 149A. The Pioneer Charter School of Science II through its Steering Committee and Trade Contractor Prequalification Committee is prequalifying firms interested in providing public Trade Contractor services on this Public Construction Manager at Risk (“CM” or “CM at Risk”) project through this RFQ process. The Pioneer Charter School of Science II will evaluate submitted Statements of Qualifications (“SOQ”) based upon the identified evaluation criteria and points set forth in Section VI below and only those firms obtaining the required minimum points will be deemed prequalified. Only those respondents deemed prequalified will be invited to submit a bid in response to a Request for Bids (“IFB”) which will be issued in the second phase of the procurement process. The project delivery method for construction will be public CM at Risk with a Guaranteed Maximum Price (“GMP”) under M.G.L.

Chapter 149A.

B. General Project Information Awarding Authority: Pioneer Charter School of Science II Project Number: Projectdog #871577 Project Name: Pioneer Charter School of Science II –

Peabody Campus Project Project Location: 67 Pulaski Street, Peabody, MA Project Description: Construction of modular school building and related site work RFQ Informational Meeting (if applicable):

Not Applicable

Optional Site Visit (if applicable):

Not Applicable

RFQ Questions: Due by November 26, 2025, by 2:00pm Response to Questions (if applicable):

December 1, 2025, by 5:00pm

Submission Deadline:

(for submission of SOQs in response to this RFQ)

December 5, 2025, at 2:00pm

Submission Address: Statement of Qualifications (SOQ) shall be submitted electronically at www.Projectdog.com, project ID 871577

RFQ For Trade Contractor Services

C. Trade Contractors to be Prequalified

This RFQ seeks firms interested in providing Trade Contractor services on the Project in the trades identified in the table below. Interested Trade Contractors in the categories identified in the table below are invited to submit a Trade Contractor Statement of Qualifications (SOQ) to the Awarding Authority. Trade Contractors in the various trades will be prequalified either on a trade by trade basis, in phases, in groups of trades, or all at once depending on the project needs and phasing.

Trade Contractors seeking prequalification for this project MUST submit a commitment letter stating its ability to obtain bonding for 110% of the estimated trade contract value for the particular Trade Contract from a surety company licensed to do business in the Commonwealth or appearing on the U.S. Treasury Department Circulate 570. The selected Trade Contractors on this CM at Risk project will then be required to provide payment and performance bonds for the full value of their subcontracts and Trade Contractors must include the cost of these bonds in their bids.

Hard copies will not be accepted by the Awarding Authority. Tutorials and instructions are available online at www.Projectdog.com. Click here to download the Projectdog E-Bid Supplement. For assistance, contact Projectdog Inc. at 978.499.9014.

Estimated Total Overall Project Construction Cost:

$18,000,000

Estimated Total Project Duration: 270 days CM at Risk Firm: J & J Contractors, Inc.

101 Billerica Avenue, Bldg.5, Suite 205 North Billerica, MA 01862 508-473-2580

Project Architect: Maugel Destefano Architects 200 Ayer Road, Suite 200, Harvard, MA 01451 978-456-2878

Owner’s Project Manager: Adam Chevic adamchvk@gmail.com 917-214-9367

RFQ For Trade Contractor Services

“X” = Trades Subject To Prequalification On This Project

Section # Trade Category Estimated Construction Cost for Trade

040001 Masonry $220,000 050001 Miscellaneous and

Ornamental Iron 070001 Waterproofing, Dampproofing, Caulking $65,000

070002 Roofing and Flashing $110,000 080001 Metal Windows 080002 Glass and Glazing 090001 Lathing and Plastering 090002 Tile 090003 Acoustic Tile $140,000 090004 Marble 090005 Resilient Floors 090009 Terrazzo 090007 Painting $50,000 140000 Elevators $215,000 210000 Fire Protection $250,000 220000 Plumbing $500,000 230000 Heating, Ventilation and Air-

Conditioning $550,000

260000 Electrical $1,100,000

Section II: Detailed Project Description

J & J Contractors, Inc has been selected as the Construction Manager at Risk for the Pioneer Charter School of Science II – Peabody Campus Project. The work will include the following scope:

3.8-acre site on the Danvers-Peabody line on which Pioneer Charter School of Science plans to construct the following: (1) a new approximate +/- 53,000 SF, two-story K-8 school building through a modular construction delivery method, (2) a 9,000 SF pre-engineered metal building Gymnasium / Cafeteria, and (3) related site improvements such as driveways and parking, bus circulation, pedestrian pathways, plazas, landscape areas, playground, stormwater management, subsurface utilities, site lighting, and site accessories

RFQ For Trade Contractor Services

The Project will be subject to the minimum wage rates set under the Massachusetts Prevailing Wage Laws. There are not set participation goals for Minority and Women businesses on this project. The project is not subject to State funding requirements.

Drawings, specifications, and other documents will not be available to respondents during the RFQ Phase.

Pursuant to M.G.L. c. 30, §39S(a)(2) all employees to be employed on the Project must have successfully completed a course in construction safety and health approved by OSHA and of at least 10 hours in duration. All Trade Contractors on the Project will also be required to provide written certification of compliance with applicable workforce related laws, including Executive Order 481, Federal Department of Homeland Security Requirements, and laws relating to worker classification, workers’ compensation, and applicable laws related to taxes and insurance.

RFQ For Trade Contractor Services

Section III: General Instructions

Request for Pre-Qualification (RFQ) and Statement of Qualifications (SOQ) documents are available online at www.Projectdog.com. Enter the Project Code 871577 in the project locator box and select “Acquire Documents” to download documents.

Respondents must have an active online account on www.Projectdog.com to acquire documents, receive project notifications, and to submit SOQs electronically.

Statement of Qualifications (SOQ) shall be submitted electronically at www.Projectdog.com. Hard copies will not be accepted by the Awarding Authority.

Tutorials and instructions are available online at www.Projectdog.com. Click here to download the Projectdog E-Bid Supplement. For assistance, contact Projectdog Inc. at 978.499.9014.

In response to this RFQ, interested Trade Contractors are requested to submit a Trade Contractor RFQ Interest Form (www.Projectdog.com) and required to submit a Statement of Qualifications (SOQ) Application Package as follows:

A. Contents of Statement of Qualifications (SOQ) Application Package

The required SOQ Application Package consists of the following*:

1. Trade Contractor Statement of Qualifications Form (Trade RFQ Form 3) Schedules A through M of Trade RFQ Form 3; all supporting documentation referenced and required therein

*Trade RFQ Form 2 - Trade Contractor RFQ Response Checklist is also included for the assistance of respondent Trade Contractors.

B. Submission Deadline: See Section I: General Information

Electronic Interest Survey Submission

All firms interested in responding to this RFQ must complete the RFQ Interest Survey online at www.Projectdog.com prior to the submission deadline.

1. Log in to www.Projectdog.com or select “Sign Up” to create a new account,

2. Enter Project Code 871577 in the project locator box,

3. Select “Survey” from the project’s “Project Details” page,

4. Click the “Yes” radio button for “WILL YOUR FIRM RESPOND TO THIS

RFQ?” and for all areas of Interest,

5. Select “Save” to submit the Interest Form.

RFQ For Trade Contractor Services

SOQ Preparation and Submission Guidelines

1. Statements of Qualifications (SOQ) shall be submitted electronically at www.Projectdog.com. Hard copies will not be accepted by the Awarding Authority. Tutorials and instructions are available online at www.Projectdog.com. Click here to download the Projectdog E-Bid Supplement. For assistance, contact Projectdog Inc. at 978.499.9014.

2. All required forms must be completed, combined, and submitted as a single PDF formatted file. The Respondent must fill-in all required fields and signatures either digitally or manually (print, fill-in, and scan to PDF).

3. The Respondent shall access the Projectdog.com E-Bidding System by entering the Project Code 871577 in the project locator box and then selecting “Sub E-Bid” from the project’s “Project Details” page. Select “GO” from the Bidding Trades table to continue to the SOQ Submission page.

4. Respondents may upload (“Add File” or “Replace File”), review (“View File”), submit (“Submit my E-Bid”), or retract (“Retract my E-Bid”) their SOQ at any time prior to the designated deadline. The server clock is displayed on the project’s E-Bidding page and is the time of record. Respondents must select “Submit my E-Bid” prior to the designated deadline to officially submit their SOQ online. Once submitted, the SOQ cannot be edited. To modify a submitted SOQ, Respondents must retract the submission, make any necessary changes, and then upload (“Replace File”) and submit their updated SOQ package. Upon submitting or retracting their SOQ, Respondents will receive a convenience e-mail for informational purposes only. Respondents are encouraged to contact Projectdog if the email is not received.

5. Any amendment to the RFQ shall be issued through written addenda and posted to the Projectdog website accompanied by e-mail notification to every individual or firm on record as having received the RFQ documents. Hard copies of addenda will not be mailed or faxed. It shall be the sole responsibility of the Respondent to ascertain the existence of any and all addenda. Failure of any Respondent to receive any addendum shall not relieve such Respondent from any obligation imposed by such an addendum. Each Respondent shall be required to acknowledge and certify receipt of the addenda on the appropriate SOQ Submission Form.

6. Respondents are strongly encouraged to review (“View File”) and confirm online that their SOQ package has been submitted successfully. Timely submission of SOQs shall be the full responsibility of the Respondent. It is also the Respondent’s responsibility to ensure that their submission is 100% true, complete, and accurate.

7. Any submission may be withdrawn (retracted) prior to the designated deadline by selecting “Retract My E-Bid” from the project’s E-Bidding page.

Upon retracting, the Respondent will receive a convenience e-mail for informational purposes only. It is the Respondent’s responsibility to confirm

RFQ For Trade Contractor Services online that their SOQ has been retracted successfully.

SOQ Application Packages uploaded later than the Submission Deadline specified in Section I will not be accepted. Respondent Trade Contractors are cautioned to allow sufficient time for packages to be uploaded. Hardcopy qualifications faxed or e-mailed will not be accepted. The Awarding Authority shall not be responsible for SOQ Application Packages not uploaded by the date and time set forth in Section I.

C. Questions and Responses

All questions regarding this RFQ should be submitted to J & J Contractors, Inc on November 26, 2025, by 2:00pm. Questions should be submitted by email to Parker Helwig at phelwig@jjcontractor.com Do not submit questions by phone. All responses will be posted on www.projectdog.com by 5:00pm on December 1, 2025.

D. RFQ Informational Meeting and/or Optional Site Visit (if applicable)

Not Applicable.

E. Review/Availability of Contract Documents

Drawings, specifications, and other documents will not be available to respondent Trade Contractors during the RFQ Phase.

F. Additional Instructions

See Section VII: Additional Information for additional instructions regarding the prequalification process.

RFQ For Trade Contractor Services

Section IV: Overview of Prequalification Process

This Request for Qualifications (RFQ) is issued pursuant to M.G.L. c. 149A, §8. Firms interested in providing Trade Contractor Services for the construction of the Project described in Section I and Section II (“the Project”) MUST submit a Statement of Qualifications (SOQ) in response to this RFQ to the Awarding Authority as instructed in Section III and Section VIII, herein.

The Trade Contractor Selection Process for this CM at Risk Project is a two-phase process set forth in M.G.L. c. 149A, §8. The project delivery method for construction will be under M.G.L. c. 149A. The Awarding Authority is prequalifying firms interested in providing Trade Contractor services for the Project through this RFQ prequalification process.

******************** IMPORTANT NOTICES **********************

Participation in the Request for Bids IFB/Bidding Phase of this Project will be limited to ONLY those Trade Contractor firms who have submitted a SOQ (and required supporting documentation) in response to this RFQ and that have been deemed prequalified by the Awarding Authority.

Trade Contractors that fail to respond to this RFQ and fail to submit an SOQ with the required supporting documentation by the Submission Deadline set forth in Section I, and Trade Contractors that have not been deemed prequalified by the Awarding Authority shall be automatically disqualified from bidding on this Project.

******************** IMPORTANT NOTICES **********************

Section V: Administration/Schedule for Prequalification Process

A. “Two-Phase” Selection Process - Selection of Trade Contractors for the Project will be conducted in a two-phase process as set forth in M.G.L. c. 149A, §8. Trade Contractor firms must first be prequalified in the Phase One – RFQ/Prequalification Phase to bid on the Project in Phase Two – IFB/Bidding Phase.

1. Phase One – RFQ/Prequalification Phase

Submission Of Statement Of Qualifications (SOQ) - Interested Trade Contractor firms must submit a completed SOQ; completed Schedules A through M, and all required supporting documentation referenced therein in response to this RFQ by the Submission Deadline set forth in Section I.

Prequalification Committee –The Awarding Authority will appoint a Prequalification Committee to review and evaluate the SOQs (and supporting documentation) submitted by interested Trade Contractors.

RFQ For Trade Contractor Services

The Prequalification Committee shall consist of multiple representatives from the Project Designer; from the Construction Manager at Risk firm;

from the Owner’s Project Manager and from the Awarding Authority.

Evaluation by Prequalification Committee - The Prequalification Committee shall meet as necessary to evaluate and review the SOQs (and supporting documentation) submitted by each respondent Trade Contractor firm in accordance with the evaluation criteria set forth in Section VI.

Notice to Respondent Trade Contractors – The names of the Trade Contractor firms responding to the RFQ will be posted in a Register of Responders but there will be no public opening of the SOQs submitted in response to the RFQ. Upon completion of the evaluation and review process described herein, the Prequalification Committee will provide written notice to all respondent Trade Contractors as to whether they are deemed prequalified or not. Prequalified Trade Contractor firms shall also be invited to participate in Phase Two, the IFB/Bidding Phase of the Trade Contractor Selection Process.

2. Phase Two – Request for Bid (IFB)/Bidding Phase

Trade Contractor firms determined in Phase One by the Prequalification Committee to be prequalified will be invited to bid on the Project. Only firms deemed prequalified during Phase One – RFQ/Prequalification Phase will be permitted to participate in the Phase Two - IFB/Bidding Phase. Firms that are not prequalified by the Prequalification Committee and firms that do not participate in the RFQ Phase will be precluded from participating in Phase Two -the IFB Bidding/Phase.

B. Anticipated Schedule for Prequalification/Bidding

Deadline for Submission of Statements of Qualifications

December 5, 2025, at 2:00pm

Anticipated Completion of Prequalification Evaluations: December 2025 Anticipated IFB available to Prequalified Bidders:

January 2026

Anticipated Notice to Proceed:

February 2026

Construction Schedule: 270 days

RFQ For Trade Contractor Services

Section VI: Evaluation Procedure/Criteria for Prequalification Selection

A. Sources of Information Considered

Respondent Trade Contractors must submit documentation for the four (4) statutory evaluation criteria categories listed herein. Prequalification will be based on the submitted information and materials as well as information on prior project performance, information obtained from references, information obtained from governmental agencies and entities, information contained within DCAMM’s certification files, and such other information as may be obtained relating to the evaluation criteria categories. The Prequalification Committee may also request and review additional information as necessary to clarify or supplement the information provided to or obtained by the Awarding Authority. Personal experience of this pre-qualification committee will also be considered.

Do not include superfluous material. Respondent Trade Contractor must include the Trade Contractor Statement of Qualifications Form, Trade RFQ Form 3 and Schedules A through M attached hereto. Respondent Trade Contractor must give complete and accurate answers to all questions and provide all the information requested. Making a materially false statement in this SOQ submission is grounds for rejection and debarment.

B. Evaluation Procedure

As set forth herein and in accordance with M.G.L. c. 149A, §8, the Awarding Authority has established a Prequalification Committee for the purpose of reviewing and evaluating responses to this RFQ. The Prequalification Committee shall evaluate interested Trade Contractors based on the evaluation criteria set forth herein and assign points for each evaluation criterion category and subcategory provided herein. The Prequalification Committee shall prepare a written evaluation score form for each respondent Trade Contractor that provides a composite point rating and a specific point rating for each of the evaluation criteria set forth in M.G.L. c. 149A and herein. The Prequalification Committee shall only prequalify those Trade Contractor firms that have achieved the minimum points required in each category set forth herein and a minimum total score of seventy (70) points.

Only Trade Contractor firms achieving the minimum score required in each evaluation category set forth herein, as well as a minimum total score of seventy (70) points overall shall be prequalified and invited to submit bids consistent with M.G.L. c. 149A, §8(a)-(f). An interested Trade Contractor’s score shall be made available to the Trade Contractor upon request but is not a public record.

RFQ For Trade Contractor Services

The decision of the Prequalification Committee shall be final and shall not be subject to appeal except on grounds of fraud or collusion.

C. Criteria for Prequalification

SOQs must be submitted on the Trade RFQ Form 3 attached hereto. Interested Trade Contractors submitting a SOQ and supporting information in any other form will not be prequalified. The Prequalification Committee shall review and evaluate the information submitted by interested Trade Contractors in accordance with the statutory point scheme set forth in M.G.L. c. 149A, §8(e). Also, in accordance with §8(e), the RFQ shall set forth the available points for each evaluation sub-category to provide interested Trade Contractors prior notice of the points available in each sub-category. Joint ventures must provide information about each of the joint venture partners.

1. Management Experience - (50 points available in this category;

minimum of 25 points required in this category for prequalification approval)

a. Business Owners: Provide the name, title, including a detailed description of the role and job responsibilities, scope of work and numbers of years with the firm for each of the business owner(s) of the firm. If the respondent Trade Contractor is a partnership, YOU MUST provide the requested information for each general and limited partner. If the respondent Trade Contractor is a corporation or limited liability company, YOU MUST provide the requested information for each officer, director, and/or member. (10 points available)

b. Management Personnel: Provide the name, title, including a detailed description of the role and job responsibilities, scope of work, education, construction experience, years with the firm and a list of all projects completed for all management personnel who will have any direct or indirect responsibility over the Project, including but not limited to Project Executives, Project Managers, Field Superintendents and Field Engineers. (10 points available)

c. Similar Project Experience: Provide the project name(s), description, scope of work, original contract sum, final contract sum with explanation, and date of completion for each and every similar project undertaken by the firm in the last (5) FIVE years. For purposes of this RFQ, “Similar projects” shall be defined as PUBLIC construction projects in Massachusetts that are of similar trade contract value, size, complexity, and scope, comparable to the project description in Section II . (15 points available)

RFQ For Trade Contractor Services

d. Terminations: Provide a list of any projects on which the firm was the Trade Contractor and was terminated, held in default, or failed to complete the work. Include the name of the project, the timeframe of the project and circumstances surrounding the termination or default.(Note: Awarding Authority may elect to limit reporting time period (5 points available) e . Legal Proceedings:

Provide information regarding each legal proceeding, administrative proceeding and arbitration pending against the Subcontractor. In addition, provide information regarding each and every legal proceeding, administrative proceeding or arbitration concluded adversely to the Subcontractor within the past five (5) years, which relate to the procurement or performance of any public or private construction contract.

Please include among the lawsuits requested in the previous sentence, payment bond lawsuits under M.G.L. c.149, §29 and mechanics lien lawsuits. If the lawsuit was pending at any time during the last five (5) years (which includes any lawsuit that was commenced, dismissed, or resolved by settlement or judgment during that time), then it must be listed. Please note that the lawsuits listed shall not include actions that primarily involve personal injury, workers’ compensation claims, or where the sole cause of action involves the Subcontractor’s exercise of its rights for direct payment under M.G.L. c.30, §39F. (5 points available)

f. Safety Record: Provide the three (3) year history of the Trade Contractor’s workers’ compensation experience modifier. In addition, provide documentation from the Trade Contractor’s insurance carrier supporting the rating history provided. (5 points available)

2. References - (30 points available in this category; minimum of 15 points required in this category for prequalification approval)

a. Project References: Provide reference information for owners and architects for each and every project listed in your response to Section VI(C)(1)(c). A minimum of three (3) references from different projects (of similar size, scope, and type to this project) are required.

Information provided shall at least include project name and the names of the owners and architects, with current address, current telephone, current fax numbers, current email address and current contact person for each. Note: The Prequalification Committee may also consider project reference information and project evaluations obtained from all documents included within the SOQ submission, the Update Statement, DCAMM’s certification files, personal

RFQ For Trade Contractor Services experience of this pre-qualification committee with the Trade Contractor, and information provided in response to Subsection 2(c) herein. (20 points available)

b. Credit References: Provide a minimum of five (5) credit references, including current telephone and fax numbers of a contact person from key suppliers, vendors, and banks. A credit reference letter from the bank is required by the SOQ deadline, it may be included with the SOQ or sent directly to Parker Helwig at phelwig@jjcontractor.com from the bank. Also reference Section VII

(D) of Part One of the RFQ for this Project for Additional Information.

(5 points available)

c. Public Project Record: Provide a list of all completed public building construction projects (as defined by M.G.L. c. 149, § 44A) worked on during the past five (5) years with the project name, scope of work, contract value, start date, completion date, status of the project, owner’s name (including address, telephone number, fax number, and contact person) and architect’s name (including address, email address, telephone number, fax number and contact person). (5 points available)

3. Capacity to Complete Projects - (20 points available in this category;

minimum of 10 points required in this category for prequalification approval)

a. Prior Revenue: Submit the prior annual revenue for the last three (3) fiscal years. Capacity per year is derived from the average of the 3 prior years. (10 points available)

b. Revenue under Contract: Submit revenue under contract for the next three (3) years. (10 points available).

RFQ For Trade Contractor Services

4. Mandatory Requirements - (no points assigned)

a. Bonding Capacity: Interested Trade Contractors must provide a commitment letter (from a surety company licensed to do business in the Commonwealth of Massachusetts and whose name appears on the United States Treasury Department Circular 570) for payment and performance bonds in an amount equal to or greater than one hundred and ten percent (110%) of the estimated trade contract value for the sub-trade that the Trade Contractor is seeking prequalification as set forth in Section I.

b. DCAMM Certification: Respondent Trade Contractors must be certified as a filed sub-bidder in the trade for which they seek to be prequalified by DCAMM and pursuant to M.G.L. c. 149, §44D must submit a copy of the Respondent’s currently valid DCAMM Sub-bidder Certificate of Eligibility with its SOQ (as set forth in the General Information section above). Note, however, that a joint venture team must be certified in specific trade(s) that it is seeking to be prequalified for this Project in the name of the joint venture and must submit a Sub-bidder Certificate of Eligibility for the joint venture in each such Trade. If a respondent to the RFQ is a proposed joint venture that is newly formed or is not currently certified, then: (i) each party to the proposed joint venture must be individually certified by DCAMM and must submit a copy of its DCAMM Sub-bidder Certificate of Eligibility with the Joint Venture SOQ; and (ii) the joint venture respondent must state in the SOQ that it will seek certification from DCAMM as a joint venture in the sub-bid category of the Trade for which they submit the SOQ, and state that it understands and agrees that if the joint venture respondent is selected to participate in the IFB Phase it will be required to submit a DCAMM Sub-bidder Certificate of Eligibility for the joint venture in the name of the joint venture with its response to the IFB. For certification forms and additional information see the web site:

https://www.mass.gov/dcamm-contractor-certification

Or contact the Certification Office at:

DCAMM Contractor Certification Office One Ashburton Place Boston, Massachusetts 02108 Telephone Number (617) 727-4050

c. Update Statement: Interested Trade Contractors must provide a current and completed Sub-bidder Update Statement prepared by the interested Trade Contractor utilizing the current form of Update Statement available on the DCAMM website. If a respondent to the

RFQ For Trade Contractor Services

RFQ is a proposed joint venture and the proposed joint venture is not yet certified, then: i) each party to the proposed joint venture must be certified by DCAMM and each must submit its own signed Sub-bidder Update Statement as part of its SOQ; ii) at least one of the parties to the joint venture must be certified by DCAMM in the Trade category of for which it is seeking prequalification. When the second phase of the selection process is undertaken through an IFB, a joint venture respondent that has been selected in the RFQ process will be required to submit its Sub-bidder Certificate of Eligibility for the joint venture meeting the above requirements with its proposal to the

IFB.

For the required Sub-bidder Update Statement Form and additional information see the web site.

https://www.mass.gov/info-details/update-statement-for-public-bidding

Or contact the Certification Office at:

DCAMM Contractor Certification Office One Ashburton Place Boston, Massachusetts 02108 Telephone Number (617) 727-4050

[THIS SPACE IS INTENTIONALLY BLANK]

RFQ For Trade Contractor Services

Section VII: Additional Information

A. Status of Request for Qualifications

This RFQ is solely a request for information. It does not represent an offer, nor does it confer any rights on any respondent Trade Contractor. The Awarding Authority shall not be responsible under any circumstances for any costs incurred by any respondent Trade Contractors in responding to this RFQ. The Awarding Authority reserves the right to cancel this procurement at any time if it is in its best interest to do so.

B. Treatment of Information Submitted

With the exception of the required Update Statement and financial information, the Awarding Authority shall have no obligation to treat any information submitted by an interested Trade Contractor in or in connection with a SOQ as proprietary or confidential unless the Awarding Authority determines that the information legitimately requires such treatment. In such cases, the Awarding Authority’s obligation with respect to protection and disclosure of such information shall always be subject to applicable laws. The Awarding Authority shall have the right to use all or portions of the SOQ, as it considers necessary or desirable in connection with the Project. By the submission of a SOQ, the respondent Trade Contractor thereby grants to the Awarding Authority an unrestricted license to use the SOQ, including all materials submitted therewith, in connection with the Project.

C. Communication Between Awarding Authority and Respondent Trade Contractors

Unauthorized communications or contact between Trade Contractors, their employees, agents or other related entities interested in submitting a SOQ and Awarding Authority, the Project Designer, the Owner’s Project Manager, the Construction Manager at Risk firm or any other person or entity participating on the Prequalification Committee with regard to the Project are strictly prohibited.

The only authorized communications shall be 1) inquiries to the Owner’s Project Manager for the Awarding Authority for general information about obtaining the RFQ, RFQ submission deadlines, and the existence of any relevant addenda to the RFQ; and 2) inquiries made at any official RFQ Informational meeting and/or site visit held by Awarding Authority. If applicable, the official RFQ Informational meeting will be held at the date(s) and time(s) set forth in Section I.

Any issues brought to the Awarding Authority’s attention, which the Awarding Authority determines will require additional clarification, will be addressed by issuing a written addendum. Oral and other clarifications will be without legal effect.

All such addenda will be considered part of this RFQ, and the respondent Trade

RFQ For Trade Contractor Services

Contractor shall be required to acknowledge receipt of all addenda on the RFQ Proposal Response Form attached to this RFQ. The Awarding Authority will post to the following website: www.projectdog.com, all addenda which will be available to all respondent Trade Contractors that have downloaded the RFQ directly from www.projectdog.com. It shall be the sole responsibility of the respondent Trade Contractor to ascertain the existence of any and all addenda issued by the Awarding Authority.

From the date of issuance of this RFQ, any respondent Trade Contractor that contacts directly or indirectly any member or employee of the Awarding Authority, or the Project Designer, or the Project Manager, or the Construction Manager at Risk firm, or any member of the Prequalification Committee in connection with the selection process or the contract contemplated herein for this Project is subject to disqualification. Contact is permitted for the purpose of obtaining a copy of this RFQ or to submit a verbal or written question or request for clarification at the RFQ Informational meeting as set forth in Section I.

D. Credit References

In evaluating credit references (see Part Two, Section 2(b) of the Trade RFQ Form 3), significant weight is attached to the Trade Contractor having a bank reference.

In order to expedite this process, please contact your bank reference and either include with the SOQ or have the bank forward directly to the address below (by email or fax) so that it is received by J & J Contractors, Inc by the deadline for SOQ submittal, a letter indicating how long they have been associated with the Trade Contractor and whether they consider the Trade Contractor to be favorable or unfavorable. This information must be submitted on the bank’s letterhead to:

J & J Contractors, Inc Attn: Parker Helwig Facsimile Number: 978-452-3796 Email: phelwig@jjcontractor.com

RFQ For Trade Contractor Services

Part Two: Trade Contractor SOQ Application Forms/Schedules (to be completed by Trade Contractor)

TRADE CONTRACTOR RFQ Interest Form (TRADE RFQ Form 1)

(For Submission to Awarding Authority Immediately) Instructions: If respondent Trade Contractor firm is interested in responding to the RFQ for Prequalification of Trade Contractors for this Project then Trade RFQ Form 1 MUST be submitted to the Awarding Authority BEFORE submitting the SOQ Application Trade RFQ Form 3.

Electronic Interest Survey Submission (if applicable) All firms interested in responding to this RFQ must complete the RFQ Interest Survey online at www.Projectdog.com prior to the submission deadline.

1. Log in to www.Projectdog.com or select “Sign Up” to create a new account,

2. Enter Project Code 871577 in the project locator box,

3. Select “Survey” from the project’s “Project Details” page,

4. Click the “Yes” radio button for “WILL YOUR FIRM RESPOND TO THIS RFQ?”

and for all areas of Interest,

5. Select “Save” to submit the Interest Form.

By submitting this Trade RFQ Interest Form the identified firm is expressing its interest in the above-referenced public building construction project and is requesting that it be added to the list of firms that will receive any addenda to the RFQ on the Project. The Awarding Authority assumes no responsibility for a firm’s failure to receive any addenda or other correspondence related to this RFQ due to the firm’s failure to submit an RFQ Interest Form as directed above or for any other reason.

RFQ For Trade Contractor Services

TRADE CONTRACTOR RFQ RESPONSE CHECKLIST

(TRADE RFQ Form 2)

PLEASE NOTE THAT INCOMPLETE OR LATE APPLICATIONS FOR PREQUALIFICATION WILL NOT BE CONSIDERED. THEREFORE, BEFORE SUBMITTING A RESPONSE TO THIS RFQ, PLEASE REVIEW THE

FOLLOWING:

Did respondent Trade Contractor complete and submit the RFQ Interest Survey online at www.Projectdog.com?

Did respondent Trade Contractor request a reference from your bank or lending institution, and did you include it in your SOQ package?

Did respondent Trade Contractor complete the entire SOQ Application (Trade RFQ Form 3) and all required attachments and schedules?

Did respondent Trade Contractor fully complete Schedules A through M and attach all required documentation?

Did respondent Trade Contractor attach the resumes of owners and management personnel identified in respondent Trade Contractor’s responses to Schedule A and Schedule B?

Did respondent Trade Contractor attach the required documentation from respondent Trade Contractor’s insurance company supporting the workers’ compensation modifier history reported in Schedule F?

Does respondent Trade Contractor have the current contact information for all the references reported in Schedule G, Schedule H, Schedule I?

Did respondent Trade Contractor attach a commitment letter for payment and performance bonds in the form required and for a value of 110% of the trade contract value as required in Section 4(a) of Part Two, Trade RFQ Form 3?

Did respondent Trade Contractor attach a currently valid DCAMM Sub-bidder Certificate of Eligibility as required in Section 4(b) of Part Two, Trade RFQ Form 3? (Required as of January 1, 2006)

Did respondent Trade Contractor attach a completed and signed Sub-bidder Update Statement using the most recent form available on the DCAMM website as required in Section 4(c) of Part Two, Trade RFQ Form 3? (Required as of January 1, 2006)

Did respondent Trade Contractor review all the execution requirements before signing the SOQ Application Form?

Is the person who signed the SOQ Application Form authorized to do so and is his or her correct and current contact information provided?

RFQ For Trade Contractor Services

Did respondent Trade Contractor upload your SOQ package with ALL required information electronically at www.Projectdog.com? Did you remember to select “Submit my E-Bid” prior to the designated deadline to officially submit your SOQ package online? (see SOQ Preparation and Submission Guidelines in this RFQ package or contact Projectdog Inc. at

978.499.9014 for assistance).

RFQ For Trade Contractor Services

TRADE CONTRACTOR STATEMENT OF QUALIFICATIONS FORM

(TRADE RFQ FORM 3)

PIONEER CHARTER SCHOOL OF SCIENCE II

PIONEER CHARTER SCHOOL OF SCIENCE II - PEABODY CAMPUS PROJECT

Note: See Sections III and VII of Part One of the RFQ, for instructions on completing this Statement of Qualifications and accompanying Schedules A through M.

Trade Contractor Category:

Trade Contractor Name:

Trade Contractor Mailing Address:

Trade Contractor Street Address:

Telephone Number:

Facsimile Number:

Contact Person/Title and Email:

Trade Contractor Acknowledges Addenda Nos.:

Note: If Respondent Trade Contractor is “SDO (formerly SOMWBA) Certified” as an MBE/WBE/MWBE, please indicate which below and attach letter from the Supplier Diversity Office evidencing such certification.

MBE WBE M/WBE

RFQ For Trade Contractor Services

******************** IMPORTANT NOTICE **********************

Interested TRADE CONTRACTORS MUST indicate in the table below the trade for which it is seeking prequalification in this SOQ submission and MUST submit SEPARATE individual SOQ forms for each and every other trade that it is also seeking prequalification for this Project.

******************** IMPORTANT NOTICE **********************

Mark “X” for Trade Seeking Prequalification

Section # Trade Category

040001 Masonry

050001 Miscellaneous and Ornamental Iron

070001 Waterproofing, Dampproofing & Caulking

070002 Roofing and Flashing

080001 Metal Windows

080002 Glass and Glazing 090001 Lathing and Plastering

090002 Tile

090003 Acoustic Tile

090004 Marble

090005 Resilient Floors

090009 Terrazzo 090007 Painting

140000 Elevators

210000 Fire Protection

220000 Plumbing

230000 Heating, Ventilation and Air-Conditioning

260000 Electrical

RFQ For Trade Contractor Services

1. Management Experience - (50 points available; minimum of 25 points required for prequalification approval)

a. Business Owners: Interested Trade Contractors MUST COMPLETE Schedule A and MUST ATTACH to it a resume for each and every business owner of respondent Trade Contractor firm as set forth in Section VI(C)(1)(a) of Part One of the RFQ for this Project.

b. Management Personnel: Interested Trade Contractors MUST COMPLETE Schedule B and MUST ATTACH to it an organizational chart AND a resume for each and every person who will have any management responsibility, direct or indirect, for the Project, including, but not limited to, Project Executives, Project Managers, Field Superintendents and Field Engineers, as set forth in Section VI(C)(1)(b) of Part One of the RFQ for this Project.

c. Similar Project Experience: Interested Trade Contractors MUST COMPLETE Schedule C and list similar projects for the last five (5) years.

For each project, respondent Trade Contractor must include the name, description of project, description of respondent Trade Contractor’s scope of work, original contract sum, final contract sum (with explanation) and date completed. For the purpose of this RFQ, “similar projects” shall be defined as defined in Section VI(C)(1)(c) of Part One of the RFQ for this Project. Be sure to include any Trade specific experience or criteria required.

d. Terminations: Interested Trade Contractors MUST COMPLETE Schedule D and list each and every project on which respondent Trade Contractor was terminated or failed to complete the work as set forth in Section VI(C)(1)(d) of Part One of the RFQ for this Project.

e. Lawsuits: Interested Trade Contractors MUST COMPLETE Schedule E and list of all lawsuits in which the Trade Contractor is a defendant or defendant-in-counterclaim regarding construction contracts within the last five (5) years. Please include among the lawsuits requested in the previous sentence, payment bond lawsuits under M.G.L. c.149, §29 and mechanics lien lawsuits. If the lawsuit was pending at any time during the last five (5) years (which includes any lawsuit that was commenced, dismissed, or resolved by settlement or judgment during that time), then it must be listed.

Please note that the lawsuits listed shall not include actions that primarily involve personal injury, workers’ compensation claims, or where the sole cause of action involves the Trade Contractor’s exercise of its rights for direct payment under M.G.L. c.30, §39F. Joint ventures must provide information regarding lawsuits for each joint venture partner as set forth in Section VI(C)(1)(e) of Part One of the RFQ for this Project.

RFQ For Trade Contractor Services

f. Safety Record: Interested Trade Contractors MUST COMPLETE Schedule F and provide the three (3) year history of its workers’ compensation modifier rating as set forth in Section VI(C)(1)(f) of Part One, the RFQ for this Project, and MUST ATTACH to Schedule F documentation from its insurance carrier supporting the ratings reported therein or no points may be awarded.

2. References - (30 points available; minimum of 15 points required for prequalification approval)

a. Project References: Interested Trade Contractors MUST COMPLETE Schedule G and provide project references from Owners and Architects for all projects listed in Schedule C as required in Section VI(C)(2)(a) of Part One of the RFQ for this Project.

b. Credit References: Interested Trade Contractors MUST COMPLETE Schedule H and provide a minimum of five (5) credit references as required in Section VI(C)(2)(b) of Part One of the RFQ for this Project.

c. Public Project Record: Interested Trade Contractors MUST COMPLETE Schedule I and list all completed public building construction projects completed by respondent Trade Contractor during the past five (5) years as required in Section VI(C)(2)(c) of Part One of the RFQ for this Project.

3. Capacity to Complete Project - (20 points available; minimum of 10 points are required for prequalification approval)

a. Prior Revenue: Interested Trade Contractors MUST COMPLETE Schedule J and list prior revenue for the last three (3) fiscal years.

b. Revenue Under Contract: Interested Trade Contractors MUST COMPLETE Schedule K and list revenue under contract for the next three

(3) fiscal years.

4. Mandatory Requirements: (no points are assigned)

a. Payment and Performance Bonds: Interested Trade Contractors MUST ATTACH to the Trade RFQ Form 3 at Schedule L, a commitment letter (from a surety company licensed to do business in the Commonwealth of Massachusetts and whose name appears on United States Treasury Department Circular 570) for payment and performance bonds in an amount equal to or greater than one hundred ten percent (110%) of the estimated trade contract value of this Project.

b. Sub-bidder Certificate of Eligibility: (Required as of January 1, 2006) Interested Trade Contractors MUST ATTACH to the Trade RFQ Form 3 at

RFQ For Trade Contractor Services

Schedule M, a currently valid Sub-bidder Certificate of Eligibility (issued by DCAMM) for each Trade in which it submits a SOQ.

c. Sub-bidder Update Statement: (Required as of January 1, 2006) Interested Trade Contractors MUST ATTACH to the Trade RFQ Form 3 at Schedule M, a current and completed Sub-bidder Update Statement for each Trade in which it submits an RFQ utilizing the current Update Statement Form available on DCAMM’s website.

5. Execution Requirements

a. RFQ Response Checklist: Before signing and submitting its SOQ Application Package for this Project, interested Trade Contractors are advised to carefully review the RFQ Response Checklist – Trade RFQ Form 2.

b. Incomplete or Inaccurate Information: Failure to accurately and completely provide the information requested may result in disqualification.

c. Authorization to Sign: This form MUST be signed by an officer of the firm or an individual so authorized by an officer of the firm who has personal knowledge regarding the information contained herein.

d. Debarment Status: By signing below, the interested Trade Contractor certifies that it is not currently debarred from performing public work for the Commonwealth of Massachusetts or the Federal Government.

[THIS SPACE IS INTENTIONALLY BLANK]

RFQ For Trade Contractor Services

CERTIFICATION

The undersigned declares that he or she has carefully examined all the documents contained in the Request for Qualifications for Trade Contractors (RFQ) solicitation for the Project, and certifies to the best of his/her knowledge, that this Statement of Qualifications fully complies with all of the requirements of the RFQ and all addenda and clarifications issued in regard to the

RFQ.

The undersigned also hereby certifies that he or she (or, if he or she is the authorized representative of a company, the company) is the only person interested in this Statement of Qualifications and any subsequent proposal; that it is made without any connection with any other person making any submission for the same work; that no person acting for, or employed by, the Awarding Authority is directly or indirectly interested in this Statement of Qualifications or any subsequent proposal, or in any contract which may be made under it, or in expected profits to arise therefrom; that the undersigned Respondent has not influenced or attempted to influence any other person or corporation to file a Statement of Qualifications or subsequent proposal or to refrain from doing so or to influence the terms of the Statement of Qualifications or any subsequent proposal of any other person or corporation; and that this submission is made in good faith without collusion or connection with any other person applying for the same work.

The undersigned further certifies under pains and penalties of perjury that the undersigned is not debarred from doing public construction work in the Commonwealth of Massachusetts under the provisions of section twenty nine F of chapter twenty nine, or any other applicable debarment provision of any other chapter of…