REQUEST FOR QUALIFICATIONS FOR THE

PROGRESSIVE DESIGN-BUILD

LAKE JENNINGS CAMPGROUND & PUBLIC ACCESS

RECREATION AMENITY IMPROVEMENTS

PROJECT

PROJECT NO CIP20009

CONTRACT DOCUMENTS AVAILABLE AT: Bidnet (California Purchasing Group) at http://www.bidnetdirect.com/california/helixwaterdistrict

HELIX WATER DISTRICT

7811 UNIVERSITY AVENUE

LA MESA, CA 91942

Publish: Friday, August 7, 2026 Mandatory RFQ Conference: Tuesday, September 8, 2026 at 10:00 a.m.

Last Day for Questions: Thursday, September 17, 2026 at 5:00 p.m.

Submittal Deadline: Friday, October 2, 2026 at 5:00 p.m.

REQUEST FOR QUALIFICATIONS

With this Request for Qualifications (“RFQ”), the Helix Water District (“District”) is requesting statement of qualifications (“SOQ”) from qualified design-builders (“Proposer”) to provide progressive design-build services for the Lake Jennings Campground & Public Access Recreation Amenity Improvements Project CIP20009 (“Project”). The purpose of the SOQ is to demonstrate the qualifications, experience, competence and capacity of the Proposer to design and construct the Project described in this RFQ. The successful Proposer will be expected to execute the progressive design-build contract (“Contract”) included with this RFQ. Any capitalized term herein not defined, shall have the meaning set forth in the General Conditions of the Contract.

1. GENERAL DESCRIPTION OF THE PROJECT.

This Project is for the design and construction of the Lake Jennings Campground & Public Access Recreation Amenity Improvements, with a total cost not to exceed $9,705,000. The Project is located at the existing Lake Jennings Campground in Lakeside, CA. A detailed project background and summary is included in Attachment 2 of the Contract.

The project objective is to improve existing campsites and to develop some additional new sites, improve new recreation amenities, and replace infrastructure, including water, sewer, and electrical services and campsite hookups. Paving replacement throughout the campground and entry road repairs are also included in the Project. Building improvements to the restroom facilities and the laundry room and campsite furnishings are excluded from the Scope of Services, as the District will self-perform any necessary work and furnish the items.

Aspects that the District is interested in further developing includes, but are not limited to, the following:

1.1 Infrastructure.

• Campsite grading for improved access

• Electrical utility infrastructure, including repairs and/or replacements, and capacity for future expansion of additional sites

• Photovoltaic opportunities

• Sewer utility infrastructure, including expanding the gravity sewer to increase the number of full hookup sites and replacement of cast-iron pipeline segment over dam overflow

• Site lighting needs/opportunities

• Stormwater BMPs

• WIFI opportunities

• Water utility infrastructure, including replacement of services and laterals to each campsite

1.2 Campground Improvements:

• ADA parking and path of travel improvements to amenities

• Changes to existing campsite types to diversify offerings and to add more hookup opportunities

• Complete paving replacements throughout the campground and spot repair and resealing of pavement along the entry drive

• Expansion of campsites both within and beyond current footprint

• Improvement of existing campsites

• Improvement of existing pavilion structure and plaza area

• New solar powered, automated emergency vehicular gate

• New emergency eyewash/shower station

• New landscape and irrigation improvements as needed

1.3 Campground Amenities:

• Conversion of the existing garage into a concession space

• New campground amenities and recreation opportunities, such as dog park(s) and playground(s)

• New passive solar heated pool with associated site improvements

2. SCOPE OF SERVICES.

2.1 Summary of Services.

The Project includes two phases: (1) preconstruction design phase services (“Phase 1”); and (2) final design services and construction services to complete the Project (“Phase 2”), each of which are more fully described in the Contract Documents.

The Phase 1 Services includes, among other things, preliminary design, review and validation of existing design documents, any potential redesign of existing design documents, constructability reviews, value engineering, cost estimating, project scheduling, permitting, and construction packages. The extent of the Phase 1 Services are defined in more detail in Attachment 2 to the Contract.

The selected Proposer shall perform the Phase 1 Services consistent with the requirements of this RFQ and the Contract Documents, during or after which Proposer shall propose to the District a Guaranteed Maximum Price (“GMP”) to construct the Project and, if accepted by the District, the parties will enter into an amendment to the Contract for Proposer’s performance of Phase 2 Services. However, the District does not guarantee proceeding with Phase 2. The District will assume ownership of the work product, including the design, from Phase 1 and may use the work product to complete Phase 2 if negotiations between the District and Proposer for Phase 2 are not successful.

2.2 Public Works Prevailing Wage and Contractor Registration.

Certain labor categories under this Project may be subject to prevailing wages as identified in the State of California Labor Code commencing at sections 1720 et seq. and 1770 et seq. If applicable, employees working in these categories at the site must be paid not less than the basic hourly rates of pay and fringe benefits established by the California Department of Industrial Relations (“DIR”). Copies of the State of California wage schedules are available for review at www.dir.ca.gov/dlsr/. In addition, a copy of the prevailing rate of per diem wages will be made available at the District’s office upon request. The successful Proposer shall post a copy of the prevailing wage rates at each job site. It shall be mandatory upon the Proposer to whom the Contract is awarded, and upon any subcontractors, to comply with all Labor Code provisions, which include but are not limited to the payment of not less than the said specified prevailing wage rates to all workers employed by them in the execution of the Contract, employment of apprentices, hours of labor and debarment of contractors and subcontractors.

Pursuant to Labor Code sections 1725.5 and 1771.1, all contractors and subcontractors that wish to bid on, be listed in a bid proposal, or enter into a contract to perform public work must be registered with the DIR. No SOQ will be accepted nor any contract entered into without proof of the Proposer’s and subcontractors’ current registration with the DIR to perform public work. If awarded a contract, Proposer and its subcontractors shall maintain active registration with the DIR for the duration of the Project. The Contract awarded pursuant to this RFQ is subject to compliance monitoring and enforcement by the DIR.

2.3 General Qualifications.

The District envisions Proposer to consist of teams of design professionals and contractors that collectively possess all the experience required to perform the entire Project. Proposer should include an Engineer of Record and General Contractor as part of its team. The Engineer of Record is the individual, partnership, corporation, joint venture, or other legal entity that is properly licensed to complete the design work for the Project. The General Contractor is the individual, partnership, corporation, joint venture, or other legal entity that is licensed as a California general contractor and is the prime contractor on the Project.

(a) For Design – Engineer of Record:

• Possess licensure as a California registered professional engineer

• Progressive design-build experience with projects similar to the Project in size, scope, type, complexity and cost to the Project.

• Experience working with the General Contractor included in the Proposer team.

• Experience obtaining the permits and regulatory approvals required for the Project.

(b) For Construction – General Contractor:

• Possess a Class A license as defined by the latest edition of the California Contractor’s License Law and Reference Book.

• Progressive design-build experience with projects similar in size, scope, type, complexity and cost to the Project.

• Experience working with the Engineer of Record included in the Proposer team.

3. DESIGN-BUILD CONTRACT OVERVIEW.

3.1 Contract Components.

The selected Proposer will enter into the Contract to design, with the option to construct, the Project for the District. The Contract is comprised of, among other things, the Contract, General Conditions, Phase 1 Scope of Services, and Special Conditions. The applicable insurance requirements are described in the General Conditions. Proposer shall provide all design and construction work in compliance with the terms of the Contract including all attachments thereto. The Contract is attached as Exhibit “E” to this RFQ.

4. PROCUREMENT PROCESS.

4.1 Pre-SOQ Meeting.

One mandatory meeting with all potential Proposers, the District, the District’s advisors, and other interested and invited participants, will occur to discuss the Project. This mandatory meeting will be held on Tuesday, September 8, 2026, at 10 a.m. at the Lake Jennings Campground located at 10108 Bass Road, Lakeside, CA 92040.

4.2 Requests for Clarifications.

All questions, interpretations or clarifications, either administrative or technical, must be requested in writing via email to:

Karah Kingsbury, Civil Engineer Email: Karah.Kingsbury@HELIXWATER.org Phone: (619)667-6280

No other members of the District’s staff or the District’s Council should be contacted about this procurement during the procurement process. Any and all inquiries and comments regarding this RFQ must be communicated in writing, unless otherwise instructed by the District. The District may, in its sole discretion, disqualify any potential Proposer who engages in any prohibited communications. Deadline to submit any questions or clarifications is 5:00 p.m. (PST), fifteen (15) calendar days prior to the SOQ submittal deadline.

All written questions, if answered, will be conveyed to all potential Proposers submitting SOQs via http://www.bidnetdirect.com/california/helixwaterdistrict. Oral statements regarding this RFQ by any persons should be considered unverified information unless confirmed in writing.

4.3 Addenda.

Addenda, if issued, will be posted at http://www.bidnetdirect.com/california/helixwaterdistrict. Neither the District nor any Proposer will be bound by any representation, clarification, interpretation, or change made to this RFQ unless such information is posted on Bidnet (California Purchasing Group) at http://www.bidnetdirect.com/california/helixwaterdistrict. It is the responsibility of each potential Proposer to check Bidnet (California Purchasing Group) http://www.bidnetdirect.com/california/helixwaterdistrict on a daily basis through the SOQ due date and time for any addenda or updates. Bidnet (California Purchasing Group) http://www.bidnetdirect.com/california/helixwaterdistrict http://www.bidnetdirect.com/california/helixwaterdistrict http://www.bidnetdirect.com/california/helixwaterdistrict sends email notifications to ONLY those registered on their website. Proposer must acknowledge all addenda on the SOQ Form.

4.4 SOQ Submittal Instructions.

To be considered, the District must receive from any potential Proposer one (1) original of the SOQ, at the address set forth below, prior to 5:00 p.m. (PST) on Friday, October 2, 2026. The SOQ must be submitted in a sealed envelope delivered or mailed, postage prepaid, to Karah Kingsbury before the stated SOQ due date and time. No oral or telephonic SOQs will be considered. No forms transmitted via the internet, e-mail, facsimile, or any other electronic means will be considered unless specifically authorized by the District as provided herein. SOQs received after the SOQ due date and time shall be returned to the Proposer unopened.

Proposer’s name shall appear in the lower left-hand corner of the envelope. Below Proposer’s name, include the following: “Lake Jennings Campground & Public Access Recreation Amenity Improvements, CIP20009.” If more than one envelope is required, each envelope shall be legibly numbered below the name of Proposer, e.g. Envelope 1 of 3, as required.

By Mail In Person or by Courier Helix Water District Attn: Karah Kingsbury 7811 University Avenue La Mesa, CA 91942

Helix Water District Attn: Karah Kingsbury 7811 University Avenue La Mesa, CA 91942

It is solely the responsibility of each Proposer to see that its SOQ is properly submitted in proper form and Proposer assumes full responsibility for the timely delivery of its SOQ.

4.5 Withdrawal of SOQs.

A SOQ may not be withdrawn, modified or canceled by Proposer for a period of 90 calendar days following the SOQ submission due date and time or until the Contract has been executed with the selected Proposer, whichever occurs sooner. As of the SOQ submission due date, a SOQ shall be deemed an irrevocable offer to design and construct the Project and in accordance with the terms and conditions specified in this RFQ and the Contract Documents.

4.6 Public Records and Disclosure.

All SOQs submitted by Proposers and any other correspondence in connection therewith will become the exclusive property of the District, will not be returned, and will become public records and open to inspection under the California Public Records Act (Government Code section 7920.000 et seq.). It is the District’s intent, to the extent permitted by law, to keep all SOQs confidential until award of the Contract.

The District will have no liability to any Proposer or other party as a result of any public disclosure of any

SOQ.

If any Proposer claims any part of its SOQ is exempt from disclosure and copying, they shall so indicate in the transmittal letter. Proposer shall clearly label and stamp the specific portions of the SOQ that the Proposer considers confidential, identify those portions in the transmittal letter, and state the specific provision in the California Public Records Act which provides the exemption as well as the factual basis for claiming the exemption. For example, if a Proposer submits trade secret information, Proposer must plainly mark the information as “Trade Secret” and refer to the appropriate section of the California Public Records Act which provides the exemption as well as the factual basis for claiming the exemption.

By submitting a SOQ, Proposer acknowledges that the District may determine in its sole and absolute discretion whether information that Proposer considers confidential is subject to disclosure as a matter of law, including the California Public Records Act, and Proposer waives any challenge to the District’s decision in this regard. Proposer shall indemnify, defend and hold harmless the District, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney's fees) arising out of a legal action brought to compel the release of information submitted by a Proposer.

Notwithstanding the foregoing, Proposer recognizes that the District will not be responsible or liable in any way for claims or losses that Proposer may suffer from the disclosure of information or materials to third parties.

4.7 Appeal Procedures.

(a) Waiver; Effect of Failure to Protest or Appeal

The protest and appeal procedures and time limits set forth in this section are mandatory and constitute any protestor’s sole and exclusive remedy in the event of an appeal or protest. A protestor’s failure to timely complete the protest or appeal procedures shall be deemed a failure to exhaust administrative remedies. Failure to exhaust administrative remedies, or failure to comply otherwise with these procedures, shall constitute waiver of any right to further pursue the protest or appeal, including filing a California Government Code claim or legal proceedings. These provisions are included in this RFQ expressly as consideration for such waiver and agreement by any protestor.

(b) Protest Contents of RFQ

If any Proposer has questions, concerns, or needs clarifications about the contents of the RFQ, they must submit a written question to the District in accordance with Section 4.2. of this RFQ, Requests for Clarification. If Proposer is not satisfied with the District’s response, they may protest the contents of the RFQ. Any such protest shall be limited to Proposer’s unresolved question, concern, or requested clarification submitted by the designated deadline for questions.

Protests based on the content of the RFQ shall be submitted in writing to the District no later than 5:00 p.m. ten (10) calendar days prior to the SOQ submittal deadline. The notice of protest must be submitted in writing via email to the District’s contact person listed in Section 4.2 of this RFQ. Any protest submitted untimely will be rejected by the District as invalid.

Any protest must include the following:

• The name, address, and telephone number of the person representing the protestor;

• A detailed statement of the legal and/or factual grounds for each material issue identified in the protest; and

• All factual and legal documentation in sufficient detail to establish the merits of the protest.

Any matters not set forth in the protest shall be deemed waived. The District will review and evaluate the basis of the protest provided the protest is filed in strict conformity with the foregoing. The District will provide the protestor with a written statement responding to the protest. Action by the District relative to the protest will be final and not subject to appeal or reconsideration.

(c) Protest Selection of Proposer

A Proposer may protest the selection of the highest ranked firm at the conclusion of the RFQ process. Any protest by someone other than a Proposer who submitted a SOQ will be subject to summary rejection without further consideration and the person or entity will have no right to any relief. Protests based on the selection of the highest ranked firm shall be submitted in writing to the District no later than 5:00 p.m.

on the fifth (5th) business days after receipt of notification of the District’s intended selection. The protest must be submitted in writing via email to the contact person listed in Section 4.2 of this RFQ. Any protest submitted untimely will be rejected by the District as invalid and Proposer’s failure to timely file a protest will waive Proposer’s right to protest.

Proposer’s protest must include the following:

• The name, address and telephone number of the person representing Proposer;

• A detailed statement of the legal and/or factual grounds for each material issue identified in the protest; and

• All factual and legal documentation in sufficient detail to establish the merits of the protest.

Any matters not set forth in the protest shall be deemed waived. The District will review and evaluate the basis of the protest provided the protest is filed in strict conformity with the foregoing. The District will provide the protestor with a written statement responding to the protest. Action by The District relative to the protest will be final and not subject to appeal or reconsideration.

5. CONFLICT OF INTERESTS.

The District has established guidelines for organizational conflicts-of-interest, further detailed in the “Helix Water District Organizational Conflict-of-Interest Policy Covering Design-Build Projects,” which applies to progressive design-build projects and is attached hereto as Exhibit “A” and incorporated by reference. It is the Proposer’s responsibility to assess whether they have a conflict-of-interest, consistent with all applicable law, rules, and regulations that would prevent them from performing work for the District relating to this Project.

Proposer shall make a full written disclosure to the District of the facts and circumstances regarding an organizational conflict-of-interest or a potential organizational conflict-of-interest and shall have a continuing obligation to do so until they are no longer under consideration for the Contract. Proposer shall disclose in the response documents to the RFQ, all of the work previously performed in relation to the Project.

6. PROPOSAL REQUIREMENTS.

6.1 General Format.

Proposer shall prepare and submit a SOQ for design and construction of the Project. The SOQ must not exceed thirty (30) total pages, excluding the cover letter, table of contents, front and back covers, title pages/separation tabs, and appendices. Except for exhibits that may be presented in tabloid format, the SOQ shall be prepared on 8 ½ x 11 paper using Arial 11 pt. font, single spaced and margins not to be less than at 3/4-inch. For those sections, tabloid-size pages (printable on 11x17) may be used only when needed for graphics or tables that cannot be easily read on letter-sized paper. Each SOQ shall be clear, accurate, and comprehensive. Excessive or irrelevant materials will not be favorably received. The SOQ shall be signed by an individual or individuals authorized to execute legal documents on behalf of Proposer. SOQs shall include the following items and organized in the order specified below into a single electronic file in “.pdf” format:

• Cover Letter

• Table of Contents

• Executive Summary

• Proposer Information

• Section 1 – Statement of Qualifications

• Section 2 – Understanding of Project

• Section 3 – Project Experience and References

• Section 4 - Project Team and Key Personnel

• Section 5 - Project Delivery, Cost Development and Management Approach

• Section 6 – Fee and Rate Proposal

• Appendices o Appendix A – Required SOQ Forms o Appendix B – Draft Contract Redlines

6.2 Components of SOQ.

(a) Cover Letter.

The cover letter must be on the Proposer’s letterhead and signed by a representative of the Proposer who is authorized to sign such material and to commit the Proposer to the obligations contained in the SOQ.

The signature of the Proposer shall be signed under the penalty of perjury. Verification of receipt of all addenda to the RFQ must be included in the cover letter.

(b) Table of Contents.

Provide a table of contents with major headings and subheadings identified with corresponding page numbers. The table of contents shall conform to the sections presented herein, be presented in the same sequence, and labeled using the same titles. Identify all attachments, exhibits, tables, and figures.

(c) Executive Summary.

Summarize the content of Proposer’s SOQ in a clear and concise manner.

(d) Proposer Information.

This section is intended to provide the District with an understanding of the overall structure of the Proposer’s team, including the General Contractor and Engineer of Record.

Provide a detailed and complete description of the Proposer. This includes, but is not limited to, general information about the Proposer, Engineer of Record, and General Contractor organization(s), such as lines of business and service offerings, locations of home and other offices, number of employees (professional and non-professional), years in business, and evidence of required licenses. Identify which members of the Proposer will function as the Engineer of Record and General Contractor.

(e) Section 1 - Statement of Qualifications (Minimum Requirements).

Proposers must submit all materials requested in this Section 1 for the District’s review and evaluation.

To be deemed qualified by the District, Proposer must provide all requested information to pass each subpart in this Section. Failure to include all of the requested information, present false or misleading information, or are not submitted in the format requested may be considered nonresponsive and rejected on that basis. If Proposer is a joint venture or partnership, all members or partners must submit the requested materials.

(i) Legal Entity of Proposer.

Identify whether the Proposer is organized as a corporation, limited liability company, partnership, joint venture, or other legal entity. Proposer shall also submit the following:

• If the Proposer is a privately held corporation, limited liability company, partnership, or joint venture, a listing of all of the entity’s shareholders, partners, or members known at the time of the Proposal submission who will perform work on the Project.

• If the Proposer is a corporation, limited liability company, partnership, joint venture, or other legal entity, a copy of the organizational documents or agreement committing to form the organization.

(ii) Minimum Technical Experience.

Proposer must demonstrate and provide an affirmative statement that members of Proposer’s teams have completed, or have demonstrated the experience, competency, capability, and capacity to complete, progressive design-build projects; campground, park, outdoor entertainment venue, and/or recreational projects; and projects involving wet and dry public works utility construction within the last 10 years.

Projects should be of similar size, scope, or complexity as this Project, and that proposed Key Personnel have sufficient experience and training to competently manage and complete the design and construction of the Project.

(iii) Financial Statement.

Proposer must demonstrate that they have the capacity to complete the Project. Proposer shall provide its reviewed or audited financial statements, with accompanying notes and supplemental information, for each for the past three years.

(iv) Licenses, Registration, and Credentials.

Provide copies of all licenses, registrations, and credentials currently in effect or planned to be obtained by the Proposer (including for General Contractor and Engineer of Record) including, but not limited to, the following:

• Class A Contractor’s License

• Professional engineering license in the State of California

• Public works registration with the California Department of Industrial Relations

Proposer must provide any and all information about the revocation or suspension of any license, credential, or registration in the last five (5) years.

If at any time during the last five (5) years the Contractors State Licensing Board license of Proposer or General Contractor has been revoked or suspended, Proposer will be automatically disqualified without further consideration.

If at any time during the last five (5) years the professional license, credential, or registration of Proposer or Engineer of Record been revoked or suspended, Proposer will be automatically disqualified without further consideration.

(v) Bonding Capacity.

Proposer shall provide a notarized letter from its surety admitted and authorized to issue bonds in the State of California (i.e., approved by the California Department of Insurance) verifying that Proposer has a minimum bonding capacity of $9,705,000 available for this Project for performance and payment bonds.

The surety letter shall also include the Proposer’s total bonding limit, current amount of outstanding bonds, and ability to bond the Project.

(vi) Insurance.

Proposer shall provide a notarized letter from Proposer’s insurance company or broker (or copies of insurance certificates) indicating that Proposer is capable of complying with the insurance requirements as set forth in the Contract.

(vii) Workers’ Compensation; Worker Safety Program.

Proposer shall provide information concerning workers’ compensation experience history and a worker safety program.

(viii) Acceptable Safety Record.

Proposer must have an acceptable safety record. A Proposer’s safety record shall be deemed acceptable if its experience modification rate for the most recent three-year period is an average of 1.00 or less, and its average total recordable injury or illness rate and average lost work rate for the most recent three-year period does not exceed the applicable statistical standards for its business category or if Proposer is a party to an alternative dispute resolution system as provided for in Section 3201.5 of the Labor Code.

Proposer shall provide information to demonstrate that Proposer has an acceptable safety record.

(ix) Default, Dispute History.

Proposer shall submit the following information:

• Identification of any contract that has been terminated for default within the last five (5) years.

• Identification of any contract completed, or paid for completion, by a surety firm because Proposer or one of its members was terminated for default by the project owner

• Identification of any criminal conviction, and any violation of any federal, state, or local statute or regulation, or of any court order addressing or governing antitrust, public contracting, employment discrimination, false claims, or prevailing wages within the last five (5) years.

• Identification of any debarment, or any consideration for debarment, on public contracts by the federal, state, or local government, or by any agency of such government within the last five (5) years.

Proposer will be automatically disqualified without further consideration if Proposer identifies any of the above.

(x) Skilled and Trained Workforce.

Proposer must provide an enforceable commitment to the District that Proposer and its Subcontractors at every tier will use a skilled and trained workforce to perform all work on the Project that falls within an apprenticeable occupation in the building and construction trades, in accordance with Public Contract Code section 2600 et seq.

To that end, Proposer must complete and execute the Skilled and Trained Workforce Certification in Exhibit “C” and return it with its Proposal.

(f) Section 2 - Understanding of Project.

Proposer must demonstrate they understand the Project by providing a detailed description of Proposer’s approach to the Project. This includes providing, among other things, the following information:

• Phase 1 Scope of Services: Demonstrate that Proposer understands the proposed Phase 1 Scope of Services and list deviations, if any, to the Phase 1 Scope of Services.

• Project Schedule: Develop a detailed schedule and narrative plan illustrating how it intends to manage the Project commencing with the Notice to Proceed and ending with the completion of the Project.

• Project Design Description: Provide a narrative description of the basis of design. Address how the proposed design achieves the programmatic goals and performance requirements for the Project. Include narrative descriptions of the building forms; quality levels; proposed finish, and material selections; special design features; and performance characteristics. Clearly convey the design intent and philosophy of the proposed designs and how they achieve the District’s goals for the Project.

• Project Compliance with Minimum Program and Performance Requirements: Provide a brief written statement certifying that all mandatory program and performance requirements of the RFQ are met by the SOQ.

• Summary of Value-Added Enhancements (optional but strongly encouraged): Provide a brief narrative description of any proposed value-added enhancements.

(g) Section 3 - Project Experience and References.

Proposer must demonstrate their experience delivering projects using progressive design-build;

constructing campground, park, outdoor entertainment venue, and/or recreational projects; and projects involving wet and dry public works utility construction within the last 10 years by presenting the qualifications and capabilities of each member of Proposer.

Provide summary descriptions of Proposer’s experience, including that of Engineer of Record, and General Contractor, successfully constructing campground, park, outdoor entertainment venue, and/or recreational projects and projects involving wet and dry public works utility construction within the last 10 years. Projects should be of similar size and complexity to this Project. Summary descriptions must include: project name; brief project description, delivery method, constructed cost, whether the project had a fixed budget; role played by Proposer, Engineer of Record, General Contractor, and Key Personnel;

a brief description of the Engineer of Record and General Contractor’s experience working together on past projects (if any), date construction completed; and reference information for owner.

Provide summary descriptions of Proposer’s experience, including that of Engineer of Record and General Contractor, successfully delivering progressive design-builds projects of similar size and complexity to this Project. Summary descriptions must include: project name; brief project description, negotiated GMP and constructed cost, whether the project had a fixed budget; role played by Proposer, Engineer of Record, General Contractor, and Key Personnel; a brief description of the Engineer of Record and General Contractor’s experience working together on past progressive design-build projects (if any), date construction completed; and reference information for owner.

Provide summary descriptions of claims against Proposer, including Engineer of Record and General Contractor, in the last five years concerning work on a construction or engineering project that has been filed in court or arbitration. Identify the claim(s) by providing the project name, date of the claim, name of the claimant, a brief description of the nature of the claim, the court in which the case was filed and a brief description of the status of the claim [e.g. "pending" or, if resolved, a brief description of the resolution]

Provide summary descriptions of claims by Proposer, including Engineer of Record and General Contractor, in the last five years against a project owner concerning work on a project or payment for a contract and filed in court or arbitration. Identify the claim(s) by providing the project name, date of the claim, name of the entity (or entities) against whom the claim was filed, a brief description of the nature of the claim, the court in which the case was filed and a brief description of the status of the claim [e.g.

"pending" or if resolved, a brief description of the resolution].

Proposer may receive higher scores if their submitted project experience and past performance can demonstrate the Engineer of Record and General Contractor have worked together on previous projects and executed the projects successfully.

(h) Section 4 - Project Team and Key Personnel.

Proposer must demonstrate that the Project team has the experience, competencies, and capabilities to support successful completion of this Project.

Describe the structure and management of the Project team, including Engineer of Record, General Contractor, and Key Personnel. Proposer shall include a proposed organization chart for the Project and identify where the Key Personnel are positioned. The Project organization chart shall identify the company affiliation associated with each Project personnel. Distinction of company affiliation shall include subsidiary corporations or companies under the parent company.

The Project organization chart shall consider staffing in order to address, at minimum, the following Project activities: project health and safety, project management, partnering, design discipline work, design review, regulatory agency coordination and permitting, environmental monitoring and reporting, value engineering, construction area oversight, constructability/operability review, cost estimating, project controls (including cost control and scheduling), procurement (including material/equipment purchases and delivery oversight and trade/subcontractor contract bidding and award management), inspections, shop drawings review/processing, change order control, weekly/monthly report preparations, claims resolution, startup, and operations support during transition period.

This section must also include a description of the Proposer’s approach and philosophy towards achieving a cooperative partnership environment among team members and the District and a summary of available organizational resources to fully undertake the Project under the progressive design-build project delivery method. Proposer shall expand on its project management approach in order to define how the Project organization will be integrated between team members and District staff, in order to achieve such a partnership type of approach. The section must describe the lines of authority within the Proposer’s team and describe the assignments of responsibility for each participating team member and groups within the proposed team.

Key Personnel represent the individuals whom the District would deal with directly on the design, construction, and transition of Project facilities, and who will attend meetings associated with these services. Key Personnel shall include, but not necessarily be limited to, the following team members:

• Project Manager shall be involved on a continual day-to-day basis from the Notice to Proceed from the District for Phase 1 until construction and facility commissioning is completed. The

Project Manager shall be responsible for the overall management of the Proposer and the successful completion of the Project. The Project Manager shall have the authority to act on behalf of the Proposer to make all decisions as they relate to the execution of the work and compliance with the requirements of the Contract.

• Design Manager shall be involved on a continual basis from commencement of the design through construction and commissioning of the Project. This person shall be responsible for the overall management of the design professionals and any design subcontractors.

• Construction Manager shall be on site on a continual day-to-day basis once construction commences and shall be responsible for the direct supervision of labor, subcontractors, and all other personnel engaged in the work who are under the control of the Proposer. Construction Manager also is responsible for the daily coordination of the work on-site to maintain the schedule and for general on-site management such as material deliveries, outages, etc. The Construction Manager shall be responsible for the management of all construction activities associated with the proposed Project although area superintendents may be assigned to each major portion of the work.

• Cost Estimator shall be involved on a continual basis throughout the design to prepare the open book basis estimates and pricing that support the GMP Proposal.

Key Personnel information included in this section of the SOQ shall include, as a minimum, the following:

• General description of relevant experience and expertise in their respective field;

• Certifications, licenses, and association memberships;

• Specific project experience similar to the Project and the role this team member played as well as duration of involvement in each selected project. Key relevant projects are to be listed for each person. A brief description of the project should be given including, but not necessarily limited to, the type of work performed, type of facility, capacity of the project, cost of the project, contracting method, project completion date, and the owner contact information for whom the services were provided.

• References for each of the proposed Key Personnel including contact person, phone number, and name/date and brief description of applicable projects.

The District expects proposed Key Personnel to be available to provide services for this Project. Proposers are advised that all Key Personnel identified in the SOQ shall remain on the Project team for the duration of the procurement process and execution of the Project. Proposers shall not substitute an individual filling a Key Personnel position, except in unavoidable circumstances. In such circumstances the Proposer shall notify the District in writing, and the District may rescore, and re-rank, and thereafter decide whether Proposer may continue to compete in the selection process.

(i) Section 5 - Project Delivery, Cost Development and Management Approach.

Proposer must demonstrate their approach to delivering and managing the Project that will meet or exceed the District’s goals and objectives for the Project. In responding to this evaluation factor, Proposers should address the following approaches and should include examples of where the proposed approaches have proven successful.

• Collaboration:

o Describe the process by which the Proposer will create a collaborative environment for the Project from Notice to Proceed for Phase 1 through Project close-out. Include collaboration among any and all entities that will contribute to the success of the Project.

• Design Management Approach:

o Describe the Proposer’s overall approach to design excellence, design commitment, design development, and management for the Project. Include a description of the design management process and the communications between the District and the Proposer during this process.

• Project Controls, Project Sequencing, and Scheduling:

o Identify the primary challenges with respect to project controls and how those challenges will be met. Describe the Proposer’s processes and tools for monitoring and reporting progress for Phase 1 and Phase 2.

o Describe the Proposer’s overall approach to scheduling and sequencing for Phase 1 and Phase 2 for the Project to meet the required completion date, promote efficiency, and minimize negative impacts on Project stakeholders.

• Cost Development:

o Describe the Proposer’s approach to cost development for the Project. Proposer shall ensure that all proposed approaches are consistent with the requirements described in the Contract Documents.

• Self-Performance, Subcontracted Work:

o Describe the elements of the project the Proposer is capable and qualified of self-performing and how self-performance of those elements will help meet or exceed the Project goals and objectives. Identify construction work that Proposer will self-perform.

Describe how cost transparency will be achieved for self-performed elements of the Work.

o Describe the Proposer’s overall approach to subcontractor procurement for the Project.

(j) Section 6 – Fee and Rate Proposal.

Proposer shall complete the Fee and Rate Proposal attached as Exhibit “B” to the RFQ and submit it as part of its SOQ.

(k) Appendices.

Appendix A – Required SOQ Forms

Proposer must complete and execute the SOQ Forms, attached hereto as Exhibit “C”, including any and all required forms, listed as follows:

• Skilled and Trained Workforce Certification

• Iran Contracting Act Certification o In accordance with Public Contract Code Section 2200 et seq., the District requires that any person that submits a proposal or otherwise proposes to enter into or renew a contract with the District with respect to goods or services of one million dollars ($1,000,000) or more, certify at the time the proposal is submitted or the contract is renewed, that the person is not identified on a list created pursuant to subdivision (b) of Public Contract Code section 2203 as a person engaging in investment activities in Iran described in subdivision (a) of Public Contract Code section 2202.5, or as a person described in subdivision (b) of Public Contract Code section 2202.5, as applicable.

• Worker’s Compensation Certification o In accordance with the provisions of Labor Code Section 3700, Contractor shall secure the payment of compensation to its employees. To this end, Proposer shall sign and submit with its SOQ the Worker’s Compensation Certification.

• Non-Collusion Declaration o Proposers on all public works contracts are required to submit a declaration of noncollusion with their proposal. To this end, Proposer shall sign and submit with its SOQ the Non-Collusion Declaration.

• Public Works Contractor Registration Certification o Pursuant to Labor Code sections 1725.5 and 1771.1, all contractors and subcontractors that wish to bid on, be listed in a bid proposal, or enter into a contract to perform public work must be registered with the Department of Industrial Relations. To this end, Proposer shall sign and submit with its SOQ the Public Works Contractor Registration Certification on the form provided, attesting to the facts contained therein.

• Fleet Compliance Certification o The District is a Public Works Awarding Body, as defined under Title 13 California Code of

Regulations section 2449(c)(46). Accordingly, Proposer must submit, with its SOQ, valid Certificates of Reported Compliance (“CRC”) for the Proposer’s fleet and for the fleet(s) of its known subcontractors (including any applicable leased equipment or vehicles). To this end, Proposer shall sign and submit with its SOQ the Fleet Compliance Certification.

Appendix B – Draft Contract Redlines.

The District is seeking input on the Contract and will consider suggested changes. Proposer must explain the rationale for proposed revisions and the associated benefits to the District. Proposer are encouraged to suggest revisions that would improve the parties’ understanding of risk allocation and improve clarity of any terms of the Contract where ambiguities or uncertainties may arise in their application or interpretation.

If a Proposer seeks to modify the Contract, all requested modifications must be submitted with its SOQ using the Comments on the Draft Contract form attached hereto as Exhibit “D”. By failing to comment on, or include provisions within, the Contract, Proposer waives its right to request any future changes to the Contract.

The nature and number of comments provided in the Comments on the Contract form will be considered in the evaluation of Section 5 - Project Delivery, Cost Development and Management Approach.

7. EVALUATION PROCESS.

7.1 General.

Each SOQ will be evaluated to determine its relative strengths, weaknesses, merits, and benefits. This evaluation will include the degree to which each SOQ achieves the design goals and objectives established in the RFQ, conformance to established mandatory criteria, and the degree to which minimum performance criteria are exceeded by the SOQ. Adherence to mandatory criteria will be evaluated first and only those SOQs meeting all mandatory criteria will be evaluated further. The evaluation process includes the evaluation of both quantitative and qualitative types of criteria.

During the SOQ evaluation period, the District may request clarification or additional information on a SOQ from any Proposer. Any issues requiring clarification will be addressed by the District as written questions and transmitted to the appropriate Proposer. Proposer will respond to the District in writing.

Verbal responses will not be permitted. In any written response to requests for clarification from the District, the Proposer will not be allowed to modify or amend its SOQ in any substantive way. The District will consider the information included in any written clarifications requested by the District. Failure to respond in a timely manner to any such questions or requests may be grounds for the elimination of a Proposer from further consideration.

7.2 Evaluation Criteria.

SOQs that meet the submittal requirements will be evaluated by the District based on the following criteria:

Section Description Points

1 Statement of Qualifications Pass/Fail

2 Understanding of Project 20

3 Project Experience and References 20

4 Project Team and Key Personnel 20

Project Delivery, Cost Development and Management Approach

6 Fee and Rate Proposal 20

TOTAL PROPOSAL MAXIMUM SCORE 100

At the conclusion of the SOQ solicitation period, the District will review each SOQ, and then rank the SOQs according to evaluation criteria. The District reserves the right to verify all information submitted in the SOQ and to conduct independent research regarding the Proposer as part of its evaluation process.

7.3 Interviews.

The District may, at its discretion, invite a shortlist of Proposers to participate in a panel interview to be held at the District. No Proposer shall be entitled to or otherwise guaranteed an interview with the District.

8. CONTRACT AWARD PROCEDURE.

8.1 Recommendation of Award.

Upon determination of the highest ranked firm, the District will endeavor to negotiate a mutually agreeable Contract. If awarded, the Contract will be awarded to the Proposer selected on the basis of information provided in the SOQ, the results of the District's research and investigation, and, if conducted, oral interviews.

The District reserves the right to reject all SOQs and to contract for design and construction services in the manner that most benefits the District, including awarding more than one contract if desired.

8.2 Negotiation.

After selection by the District of Proposer to be awarded the Contract, the successful Proposer will meet with the District to review its SOQ, to reconfirm that the SOQ conforms to all minimum requirements established herein, to clarify any items contained herein, and to determine if the Proposer is aware of any ambiguities, inconsistencies, conflicts, errors or omissions in this RFQ. The selected Proposer will be required to provide and/or correct any incomplete items.

If the final negotiation of the Contract, with the highest ranked Proposer, is not successful, the District reserves the right to terminate the negotiations and begin negotiations with the next highest ranked Proposer. This right shall be continued until a satisfactory Contract can be negotiated or until the District elects to reject all SOQs.

8.3 Contract Execution.

After negotiating a Contract that is fair and reasonable, District staff will make the final recommendation to the District’s Board of Directors concerning the Contract. The District’s Board of Directors has the final authority to approve or reject the Contract.

9. THE DISTRICT’S RESERVATION OF RIGHTS.

The District reserves, holds without limitation, and may exercise, at its sole discretion, the following rights and conditions with regard to this procurement process without incurring any obligations or liabilities.