Cascade School District

REQUEST FOR PROPOSALS

For

Project Management Services

CASCADE SCHOOL DISTRICT

TURNER, OREGON

July 27, 2026

Proposals Due Date: August 21, 2026 Proposal Due Time: 2:00pm Proposal Opening: Cascade School District Administration Building 10226 Marion Rd. SE Turner OR 97392-9721

Contact: William Wang, Director of Finance Telephone: (503) 749-8010 ext. 1904 Email: hwang@cascade.k12.or.us

Mailing Address: Cascade School District Attention Bond Program

FAXED OR LATE PROPOSALS WILL NOT BE ACCEPTED

TABLE OF CONTENTS

SECTIONS PAGE

Title Page 1 Table of Contents 2 Legal Publication 3 SECTION I - Introduction 6 SECTION II – Proposal Process 10 SECTION III - Proposal Terms and Conditions 19 SECTION IV – Scoring Criteria 25 SECTION V – Award Process 29

APPENDIX

Appendix A – Scope of Work 32

ATTACHMENTS

Attachment 1 – RFP Requirements Checklist 36 Attachment 2 – Proposal Certification 37 Attachment 3 – Proposer Residency Information 39 Attachment 4 – Certification Statement for Independent Contractor 40 Attachment 5 – Insurance Requirements 41 Attachment 6 – Workers Compensation Exemption Certificate 42 Attachment 7 – Affidavit of Non-Collusion 43 Attachment 8 – References 44 Attachment 9 – Financial Resources 46 Attachment 10 – Key Personnel 47 Attachment 11 – Contract Management Services Agreement 48 Attachment 12 – Fee Schedule 56 Attachment 13 – Bond Project List 57

For more information or for clarification of any part of this RFP the District point of contact is William Wang, Director of Finance.

EMAIL: hwang@cascade.k12.or.us. Questions must be in writing and must be submitted NO LATER than August 14, 2026 at 2:00pm.

LEGAL PUBLICATION REQUEST FOR PROPOSALS

CASCADE SCHOOL DISTRICT

CONSTRUCTION PROJECT

MANAGEMENT SERVICES

Notice is hereby given that Cascade School District is seeking proposals from qualified firms interested in providing owner representation project management services to assist staff in implementing construction projects to be funded by a $30 million bond levy that was voted on May 19, 2026.

A complete description of the project, requirements and specific conditions for the Request for Proposal (RFP) are available on Oregon Buys or by emailing hwang@cascade.k12.or.us.

Sealed proposals will be submitted to William Wang, Cascade School District, District Office, 10226 Marion Rd. SE, Turner OR 97392-9721, before 2:00 p.m. PDT, on August 21, 2026. Late proposals will not be accepted.

A MANDATORY Pre-Proposal Conference will be held at 10:00 a.m. PDT on Wednesday, August 5, 2026 at the School District Administration Office at 10226 Marion Rd. SE, Turner OR 97392-9721. A map for site visits will be provided at the beginning of the meeting.

All proposals shall be submitted as set forth in Section II – Proposal Process. Proposers are responsible for submitting proposals in the manner, format, and to the delivery point required by the District. Proposals will be submitted and will be inspected for basic documents submitted. No reading of the proposals will be conducted or announcement of specifics will be discussed.

Attention is called to the provisions of the Oregon Revised Statutes (“ORS”), Chapters 279, 279A, 279B, and 279C. The bidder must indicate if they are is a resident bidder as defined in ORS 279A.120 and if the contractor and subcontractors are licensed under ORS 701.021 – 701.130.

Cascade School District reserves the right to reject any or all proposals not in compliance with all prescribed public bidding procedures and requirements, and may reject for good cause any or all proposals upon a finding of the District if it is in the public interest to do so.

Published: Oregon Buys

The Daily Journal of Commerce https://www.cascade.k12.or.us/

Request for Proposals (RFP)

Owner's Representative Services for Construction Management of Bond Projects Cascade School District

May 2026 Bond Measure 24-524

I. Introduction The Cascade School District (District or CSD) is seeking proposals from qualified firms to provide Owner's Representative Project Management services for the management of bond and grant-funded construction projects. These projects are intended to modernize and renovate school facilities within the District. The selected firm will work closely with the District’s leadership, the design team, and construction contractors to ensure that projects are completed on time, within budget, and in compliance with all applicable laws and regulations. The District’s Bond Manager has experience managing construction projects for the district and will work closely with the selected firm.

II. Background Cascade School District recently earned the support of its community through the successful passage of a capital construction bond. This bond continues the same tax rate from the expiring bond passed in 2005. By securing voter approval, the district has also qualified for a $10.2 million Oregon School Capital Improvement Matching (OSCIM) Grant from the state, bringing valuable additional resources to this effort.

Developed with input from community members, district staff, and facility experts, this bond focuses on addressing the most urgent facility needs while positioning Cascade School District for long-term, cost-effective operations. The bond addresses the following areas:

● Districtwide Building Preservation

○ Repair and replace building components that have reached end-of-life to protect learning spaces and reduce costly emergency maintenance, including:

○ Replacement of aging roofs across all district buildings

○ Upgrades to heating, ventilation, and cooling systems

○ Update flooring, siding, ceilings, and interior finishes

○ Improvements to outdated plumbing and electrical systems

○ Septic upgrades at the main campus and bathroom renovations throughout the district

● Safety, Accessibility, and Emergency Improvements

● Ensure that schools remain safe, functional, and accessible for all students, staff, and community members by completing critical upgrades such as:

● Improvements to building access and circulation

● Update safety and accessibility features across campuses

● Elevator additions

● School-Specific Learning Environment Improvements

● Aumsville Elementary

○ Renovate and modernize the 3–5 building to improve classroom quality and support student growth

● Cloverdale Elementary

○ Construct a new 4,800 sq. ft. cafeteria/kitchen to improve food service operations and relieve pressure on overcrowded shared spaces

● Turner Elementary

○ Build a new 5,200 sq. ft. cafeteria/kitchen designed to accommodate current needs and plan for future enrollment growth

● Cascade Junior High / High School Campus

○ Renovate PE and activity spaces, including resurfacing the track and renovation of upper gym

The district seeks a qualified project management firm with experience in K-12 public construction to provide leadership, coordination, and oversight throughout the duration of this bond program. The selected partner will be instrumental in ensuring projects are completed on time, within budget, and in alignment with the district’s goals for safety, quality, and community impact.

A complete description of the project, requirements and specific conditions for the Request for Proposal (RFP) are available on Oregon Buys.

Sealed proposals will be submitted to William Wang, Cascade School District, District Office, 10226 Marion Rd. SE, Turner OR 97392-9721 before 2:00 p.m. PDT, on August 21, 2026. Late proposals will not be accepted.

A MANDATORY Pre-Proposal Conference will be held at 10:00 a.m. PDT on August 5, 2026 at the Cascade School District Office located at 10226 Marion Rd. SE, Turner OR 97392-9721. A map for site visits will be provided at the beginning of the meeting.

All proposals shall be submitted as set forth in Section II – Proposal Process. Proposers are responsible for submitting proposals in the manner, format, and to the delivery point required by the District. Proposals will be submitted and will be inspected for basic documents submitted.

No reading of the proposals will be conducted or announcement of specifics will be discussed.

Attention is called to the provisions of the Oregon Revised Statutes (“ORS”), Chapters 279, 279A, 279B, and 279C. The bidder must indicate if they are a resident bidder as defined in ORS 279A.120 and if the contractor and subcontractors are licensed under ORS 701.021 - 701.130.

Cascade School District reserves the right to reject any or all proposals not in compliance with all prescribed public bidding procedures and requirements, and may reject for good cause any or all proposals upon a finding of the District if it is in the public interest to do so.

Published: Oregon Buys

The Daily Journal of Commerce

SECTION I - INTRODUCTION

1. Proposal Introduction

Cascade School District is issuing a Request for Proposals (RFP) for Project Management Services.

Cascade School District Community

Cascade School District includes the towns of Turner and Aumsville, Oregon, along with surrounding unincorporated areas, and serves over 2700 students in grades K-12 in six public school campuses.

We are committed to providing a well-rounded education where each student is supported, confident, and graduates college or career ready. Our staff creates a family atmosphere instilled with academic rigor, graduating well over 90% of our students.

CascadeSchool District works closely with many partners in the community to serve the needs of our students and families. We know as educators that we teach our students academics as well as how to be contributing members of the community.

Aumsville Elementary School (K-5) Aumsville Elementary holds over 600 students in two buildings, the newer K-2 building, and the older 3-5 building. This bond will bring major renovations to the 3-5 building.

Cloverdale Elementary School (K-5) Cloverdale Elementary is around 200 students. The historic building is more than 100 years old, with a wing built in the 1960’s and other classrooms added. The bond will add a new kitchen and cafeteria to the campus.

Turner Elementary School (K-5) Turner Elementary’s population is over 400 students. The historic building is more than 100 years old, with additional wings built in the 1960’s and in 2007. The bond will add an elevator lift and an expanded cafeteria and kitchen to the campus.

Cascade Jr. High School (6-8) Cascade Jr. High School has more than 600 students. The building was originally built in 1948 and will have many roofing, HVAC, and system enhancements with this bond. The track will be replaced as a PE improvement.

Cascade High School (9-12) Cascade High School has grown to around 800 students. The original campus was built in 1968, with an additional building added in 2006. In addition to roofing, HVAC, and other system enhancements, this bond will expand the septic system and improve the upper gym in the original building for PE purposes.

Cascade Opportunity Center (9-12) The Cascade Opportunity Center is our alternative high school, serving 50-100 students. The building was built in the 1930’s. In addition to roofing, HVAC, and other system enhancements, this bond will bring an elevator lift to improve access to the old two story building.

Proposers may obtain proposal documents from Oregon Buys website at https://oregonbuys.gov/bso/. If further assistance is needed, contact:

William Wang, Director of Finance hwang@cascade.k12.or.us

SOLICITATION CLOSING: August 21, 2026 at 2:00 PM PDT Deliver to the Cascade School District Administration Office:

Cascade School District Administration Office

The successful proposer will be required to provide Worker’s Compensation coverage for employees. Proposers are required to certify non-discrimination in employment practices, and identify resident status.

Pre-qualification of proposers is not required. All proposers are required to comply with the provisions of Oregon Revised Statutes and the District Board Policy. Attention is directed to ORS Chapter 244, Government Ethics, ORS Chapters 279, 279A, 279B, and 279C, Public Contracts and Purchasing; and State of Oregon Department of Justice Attorney General’s Model Public Contract Rules Manual.

Cascade School District reserves the right:

● to reject any or all proposals not in compliance with public proposal procedures

● to waive informalities in the proposal

● to select the proposal which appears to be in the best interest of the District.

https://oregonbuys.gov/bso/

Definitions

As used in this Request for Proposal, unless the context requires otherwise:

Addenda: An addition to or deletion of, a material change in, or clarification of, the RFP.

Award of the Contract: The decision by the District that indicates which Proposer the District has chosen to enter into an agreement with.

Contract: Once a Successful Proposer has been chosen, this is the agreement that the District and the Successful Proposer will enter into, at which point the Successful Proposer will become the Contractor. That agreement will include the Provisions of this RFP and the Contract Provisions in similar form to those attached, and also any Appendices attached hereto, as well as the Provisions of the Proposal of the Successful Proposer, all of which will be incorporated therein in that Contract. That Contract will constitute the entire agreement between the parties. The Contract may also include any purchase orders, bonds, and addenda incorporated in the documents before its execution, and all other agreements of a supplemental nature, in writing, signed by both parties, entered into during the progress of the work.

Contractor: The Contractor is the Successful Proposer that signs, executes, and enters into a Contract with the District.

District: Cascade School District, its board of directors, departments, employees, and agents.

District Representative: Cascade School Facilities & Operations Manager, or designee, acting as the administrator of the Contract and the primary District contact for the Contractor after the execution of the Contract.

Limited Liability Entity: Any corporation, limited liability company, limited liability partnership, or other business entity that must register with a state agency in order to do business as that entity.

Notice of Intent to Award: A document proclaiming intent to award the Contract to a specified party.

OAR: Oregon Administrative Rules

ORS: Oregon Revised Statutes.

Proposal: A response to an RFP, created and submitted by a Proposer, which outlines the goods the Proposer wishes to create, manufacture, and/or deliver, or the services the Proposer wishes to render to the District.

Proposer: Any corporation, limited liability company, limited liability partnership, other limited liability entity, company, partnership, firm, sole proprietorship, or individual that creates and submits a Proposal. A Proposer is a prospective Offeror / Contractor.

Provisions: Refers to all directions, terms, conditions, specifications, and requirements, etc., of the referenced subject.

RFP: A Request for Proposal. This is an official publication/statement by the District which outlines goods or services of which the District is in need. It outlines the general needs and goals of the District, but the means and methods used to achieve those ends will generally be left up to each Proposer to suggest in the Proposal.

Successful Proposer: The Proposer whose goods or services Proposal is accepted by the District, and upon acceptance, it is the Successful Proposer who is offered the Contract and who is obligated to sign the Contract for such goods or services, thus becoming the Contractor Proposal.

SECTION II - PROPOSAL PROCESS

1. Proposal Procedures

a. Issuing Office

This RFP document is issued by the Fiscal Office of the District (“Issuing Office”) and that office shall be the sole point of contact for this RFP. Please contact the following person:

Contact Name: William Wang Title: Director of Finance Cascade School District Phone: (503) 749-8010 ext. 1904 10226 Marion Rd. SE

b. Pre-Proposal Conference

A mandatory Pre-Proposal Conference will be held on August 5, 2026 at 10:00 a.m. PDT at the following location:

Cascade School District Office

This meeting is designed to clarify the information that is contained in this RFP and give an opportunity for questions and answers. At this meeting, floor plans of facilities and facilities assessment reports will be distributed.

The Pre-Proposal Conference is mandatory. Representatives from the District will be present to answer questions.

c. RFP Timetable. The District reserves the right to deviate from this schedule.

EVENT DATE

Publication July 27, 2026 Mandatory Pre-Proposal Conference August 5, 2026 Inquiries Deadline August 14, 2026 Submission Deadline August 21, 2026 Interviews (if required) August 26, 2026 Date of Notice of Intent to Award August 28, 2026 Contract Award Date September 4, 2026

Contract Execution Date September 8, 2026 Project Start Date September 8, 2026

All written inquiries or protests of the RFP process must be received by the Inquiries Deadline as indicated above. Clarifications and responses to written inquiries or protests regarding this RFP will be sent within one week of receipt of written inquiries or protests.

All protests of the Award of Contract must be received within (7) calendar days of the date of the Notice of Intent to Award above. The contract execution date is the date by which the successful Proposer must execute the Contract with the District.

The District may, at its discretion, schedule interviews with the Proposers, and will contact any Proposers at that time.

d. Obtaining RFP Documents

RFP Documents may be reviewed or obtained from the CSD office by contacting the following:

Contact’s Name: William Wang Contact’s Title: Director of Finance Phone: (503) 749-8010 ext. 1904 Email: hwang@cascade.k12.or.us

e. Proposal Requirements

All Proposers must prepare their Proposals according to the format outlined in this RFP and provide a response to the requirements. It is the sole responsibility of the Proposer to ensure that Proposals are received prior to the above stated Submission Deadline.

PROPOSALS MUST BE TIME STAMPED AT THE ISSUING OFFICE RECEPTION

DESK ON OR BEFORE THE STATED DEADLINE. The District will not consider late materials received after the Submission Deadline, and those materials will be returned unopened.

i. The Proposal must be submitted with one original hard copy signed by the Proposer and marked "Original", together with six (6) complete copies. All Proposals must be delivered in sealed containers and the response to Section IV, Scoring Criteria, should not exceed 10 pages double sided in length, using a minimum of 12 point font size. Also included with the Proposal in the sealed container will be one (1) PDF copy on a USB flash drive.

ii. The Proposer's name and address must appear on the outside of the container. In addition, the words, "Construction Project Management Services" as well as the title of the Proposal must be clearly written on the outside of the container.

iii. Proposers mailing Proposals should allow normal mail delivery time to ensure receipt of their Proposals by the Issuing Office.

iv. Proposals not arriving by the Submission Deadline will not be considered.

Time extensions will not be granted. The District will not accept faxed or emailed Proposals.

v. Materials should be prepared simply, economically, and neatly. Special bindings, colored displays, and other similar accoutrements are not desired. Proposers are encouraged to be complete and concise.

Attachments are limited to the required submittals included within the RFP.

Any additional documents should be minimized and may not be considered in our evaluation of proposals.

vi. This RFP document is not to be distributed or made available by the

Proposer to anyone outside their company. The RFP document is to be released only by the Issuing Office, or the District cannot ensure delivery of addenda to all holders of the document.

vii. In order to simplify the review process and to obtain the maximum degree of comparability, each Proposal shall include the required information as listed in Attachment 1, Request for Proposal Requirements Checklist, responses must be in the same order as listed.

viii.Include a fee schedule with all pricing information as Attachment 12.

Include hourly rates or unit cost rates on the fee schedule and should be inclusive of the costs and expenses for which the District will be responsible.

ix. Describe your firm's plan to help maximize the economic impact to the local community by overseeing architectural and construction teams utilizing local resources if available. Provide specific examples of your experience working with local companies.

x. The District is committed to fostering diversity, sustainability and recycling and to supporting women, minority and small business enterprises.

Describe the activities your firm has undertaken in these areas in the format below:

● What recycled products and/or renewable services do you use?

● Describe your sustainability practices and public involvement.

● What products do you recycle?

● Are you a minority, women-owned, or emerging small business?

f. Erasures

Any and all erasures or corrections in the Proposal documents must each be circled and initialed by the Proposer.

g. Signature

Any signature or initialing relating to this RFP certifies that the individual signing or initialing has read and fully understands all provisions. Anything relating to this RFP shall be deemed to have been properly signed or initialed if the procedures below are adhered to:

i. In the case of an individual Proposer, by each such individual Proposer.

ii. In the case of a partnership, the name of the partnership must appear directly above the initial or signature, and the initial or signature must be that of one of the authorized partner(s) of said partnership, signing for and in the name of the partnership. In addition, the names of all partners shall be stated in the document.

iii. In the case of a Limited Liability Entity, the entity's name shall be subscribed to by the president or other authorized managing officer, and the name of the office held in (or the capacity in which they act for) such corporation shall be listed under the signature of such officer.

iv. All signatures must be in ink.

h. Proposal Withdrawals

A Proposal may be withdrawn in person with proper identification, or by issuing a written request on company letterhead, signed by an authorized representative, and received by the District.

i. Sufficiency

Please provide all requested and required information. Proposals which do not provide all information as required by this RFP will be rejected.

The Proposal Certification (Attachment 2) must be signed before any Award of the Contract will be made. A Proposal will not be considered for any Award of the Contract where the Proposal Certificate has been deleted or modified or not properly signed prior to the Date of Notice of Intent to Award as specified above.

All Proposers who submit a Proposal must agree that the Provisions of this RFP and attached copy of the Contract Provisions are acceptable and that, within ten (10) days after receipt of a Notice of Intent to Award, any Proposer to whom a Contract is awarded will sign the Contract including those Provisions. Any objections to such Provisions must be stated in writing and received by the District prior to the Deadline to Withdraw from the RFP Process.

j. Rejection of Proposals

The District reserves the right to cancel the RFPor to reject any and all Proposals if it is determined to be in the interest of the District to do so. The information obtained will be used to help determine the suitability of the proposed products and services. The District reserves the right, in its sole discretion, may waive minor informalities or allow a Proposer to correct them. Minor informalities are: (1) matters of form rather than substance when evident in the Proposal, or (2) insignificant mistakes that can be waived or corrected without prejudice to other Proposers.

Non-acceptance of any Proposal will not imply any criticism of the Proposal or convey any indication that the Proposal or proposed products or services were deficient.

Non-acceptance of any Proposal may mean that another Proposal was deemed to be more advantageous to the District or that no Proposal was deemed acceptable.

Proposals will be evaluated and, unless all Proposals are rejected, an Award of the Contract will be made based upon the evaluation process outlined within this RFP. The evaluation may result in the Award of the Contract being made other than to the lowest priced Proposal.

2. Proposal Requirements

a. Required Qualifications

Proposers shall provide information on six current or recent (within the past five years) local customers for whom services of a comparable size and scope have been provided.

This information must be provided on the forms provided in Attachment 8. References contacted will be asked the same questions related to their satisfaction with the services performed by the Proposer. This does not limit the District to make inquiries to other customers.

b. Cost Data

Any proposals not submitting pricing information in accordance with this RFP will be rejected. The Proposer is required to provide a detailed summary of any expenses, costs and fees for the project described in this RFP. A total price for the project as described in this RFP shall be quoted and shall include all costs for which the District shall be responsible. Any unspecified costs shall be borne by the contract organization.

Promotional and/or volume hourly rate discounts should also be separately itemized.

Cost Data shall be submitted in conformance with the format provided in Attachment 12.

c. Taxes

District is tax exempt. All taxes will be the responsibility of the Proposer.

d. Payment

Unless otherwise provided in the terms and conditions of this RFP or of the Anticipated Contract provisions, payment will be made 30 days after receipt of invoice and acceptance of goods and/or services provided under this RFP.

3. Public Information and Trade Secrets

a. All Proposals and related materials shall be kept by the District for a period of six years and will be considered public information.

b. Proposers who have concerns about revealing trade secrets or other proprietary information within their Proposal must preface each page of sensitive material with the following text: "This data constitutes a trade secret under ORS 192.345(2) and shall not be disclosed outside the District or duplicated, used, or disclosed in whole or in part for any purpose other than to evaluate the described products/services or in accordance with Oregon Public Records Law, ORS Chapter 192. This restriction does not limit the District's right to use information contained herein if it is obtained from another source."

All Proposers who respond to this RFP authorize the release of all information on any page that does not contain said above text.

c. Oregon Public Records law exempts only bona fide trade secrets from disclosure, "unless the public interest requires disclosure in the particular instance." ORS 192.345(2). Non-disclosure of documents submitted with a Proposal and marked as a trade secret may depend on official or judicial determinations made pursuant to Oregon Public Records Law.

d. Cost or price information does not constitute trade secrets and must be open to public inspection.

4. Addenda

a. If it becomes necessary to modify, revise, or clarify any part of this RFP, written addenda will be provided to all Proposers who completed a vendor registration form. No change will be binding on the District unless confirmed by written addendum.

b. Proposers shall acknowledge receipt of all addenda in the appropriate area of the

Proposal Form, Attachment 2, which must be returned as part of the Proposal requirements. All addenda issued during the RFP period are incorporated into the Contract resulting from this RFP by this reference.

5. Inquiries and RFP Request for Clarifications

a. This RFP, the anticipated Contract Management Services Agreement attached as

Attachment 11, and all subsequent written modifications and addenda issued by the designated contact for the District thereto are hereby designated as the sole reference and authority for the preparation of Proposals and take precedence over any other source, either verbal or written.

b. No District employee or officer is authorized to make any oral interpretation of any

Provisions within the RFP or Contract documents. The District will not be responsible for any oral remarks related to this RFP. Prospective Proposers who are in doubt about or who have any objection to any aspect of this RFP, the anticipated Contract Management Provisions and all subsequent written modifications and addenda must submit a written objection or request for clarification by the Inquiries Deadline listed in the RFP Timetable.

c. To be considered, prospective Proposer's written RFP Request for Clarification must be submitted to the Issuing Office in writing by the Inquiries Deadline in the RFP Timetable as follows:

RFP Request for Clarification RFP for Owner Representative Project Management Services Due no later than August 14, 2026, 2:00 pm PDT. RFP Requests for Clarification may be submitted by email to: hwang@cascade.k12.or.us.

d. The District's clarification to a prospective Proposer, whether orally or in writing, does not change the RFP and is not binding on the District unless the District amends the RFP by Addendum.

e. The District reserves the right to cancel the RFP in lieu of clarification under, and in conformance with, OAR 137-048-0250.

f. An issue that could have been, but was not, raised as a request for clarification of the

RFP shall not be a ground for protest of award.

6. RFP Protests

a. A prospective Proposer may protest the procurement process or the solicitation document ("RFP Protest") for a contract solicited under OAR 137-048-0240 in accordance with this Section. Before seeking judicial review, a Proposer must file a written protest with the District and exhaust all administrative remedies.

b. RFP Protest Submission Requirements. To be considered, prospective Proposer's written RFP Protest must be submitted to the Issuing Office marked as follows:

RFP Protest RFP for Project Management Services RFP Protests must be submitted via email to hwang@cascade.k12.or.us.

c. Time Limitation on Protest. An RFP Protest shall be presented to the District at least seven (7) calendar days prior to proposal closing. The District will not consider a protest submitted after the time period established in this Section.

d. Right to Protest RFP. The District will consider an RFP Protest filed in compliance with the requirement of this Section II if it: 1) states the grounds that demonstrate how the process is contrary to law, or how the solicitation document is unnecessarily restrictive, is legally flawed or improperly specifies a brand name; 2) provides evidence or supporting documentation that supports the grounds on which the protest is based; and 3) states the relief sought by prospective Proposer.

e. District's Response to RFP Protest. The District will issue a written disposition of the

RFP protest no less than three (3) business days before proposals are due, unless a written determination by the District determines that circumstances exist that require a shorter time limit. If the District upholds the protest, in whole or in part, the District may in its sole discretion either issue an Addendum reflecting its disposition under OAR 137-048-0240 or may cancel the RFP in the public interest under and in conformance with, OAR 137-048-0250.

f. Extension of Closing. The District may extend Closing if it determines an extension is necessary to consider and respond to a properly filed Protest under this Section II.

g. Failure to Protest the RFP. An issue that could have been, but was not, raised as a protest of the RFP shall not be a ground for protest of award.

SECTION III – PROPOSAL TERMS AND CONDITIONS

1. Independent Contractor/Partnerships

Nothing in this RFP shall be construed to create a partnership, joint venture or employment relationship between the parties. Contractor will not be, nor hold itself out to be, an officer, employee, agent of the District and will not make any such representations to third parties.

Contractor acknowledges that Contractor's employees have no right to participate in District's employee benefit plans. Contractor further acknowledges that District is not responsible for the tax or other withholding of Contractor's employees.

2. Recycled Material

Pursuant to ORS 279A.125, notwithstanding provisions of law requiring a contracting agency to award a Contract to the lowest responsible Proposer or best Proposer or provider of a quotation, a contracting agency charged with the procurement of goods for any public use shall give preference to the procurement of goods manufactured from recycled materials if all the following conditions are met:

a. The recycled product is available;

b. The recycled product meets applicable standards;

c. The recycled products can be substituted for a comparable non-recycled product;

d. Recycled product costs do not exceed the costs of non-recycled products by more than five (5) percent or a higher percentage if a written determination is made by the contracting agency.

e. At its discretion, the District may give preference to the purchase of materials and supplies manufactured from recycled materials, even if the cost differential exceeds the five percent preference set forth above. At its discretion, the District may give preference to the suppliers of recycled products and recycled paper or to products that reduce the amount of waste generated. The District may determine the amount of this preference.

3. Licenses

Contractor or subcontractor shall demonstrate possession of any license necessary for performance of the work described under this RFP.

If not licensed to do business in the State of Oregon, the Successful Proposer will register as a foreign corporation with the State of Oregon Secretary of State prior to the Award of the Contract.

4. Minority, Women-owned, and Emerging Small Business

It is the practice of the District to achieve race and gender equity and to foster small business opportunities in the award and implementation of contracts and subcontracts. The mission is to build a diverse and prosperous group of community contractors and trained employees who can effectively compete in business, while obtaining quality goods and services in a competitive, efficient, and non- discriminatory manner.

Proposer will certify in its offer that Proposer has not and will not discriminate against a subcontractor in awarding a subcontract because the subcontractor is a disadvantaged business enterprise, is a veteran-owned, minority-owned, women-owned, or emerging small business enterprise certified under ORS 200.055.

5. Immigration Reform and Control Act

All Proposers shall comply with the provisions of the Immigration Reform and Control Act of 1986 regarding the verification of employment eligibility.

6. Cost of Proposal

The District will not be responsible for any costs associated with the development or submission of Proposals.

7. Contract

The contents of the Proposal of the Successful Proposer, along with this RFP and Contract Provisions (similar in form to those attached in Attachment 11) and any clarifications and addenda issued by the District, will become contractual obligations if the District accepts a Proposer's offer. The order of precedence for the Contract documents shall be the Contract, this RFP, its attachments and any addenda, and the Proposal of the successful Proposer, unless otherwise indicated in the Contract.

If a Proposer has objections to the RFP documents, terms or conditions, or anticipated Contract terms or conditions, but fails to follow the RFP Protest procedure described above, the only options available to the Proposer are to either accept all obligations, or to withdraw by the Deadline to Withdraw from the RFP Process as indicated in the RFP Timetable.

A Proposer that fails to object by the Inquiries Deadline and to withdraw its Proposal by the Deadline to Withdraw will be deemed to agree that, if chosen as the Successful Proposer, it will accept said obligations in a contract, purchase agreement, purchase order, delivery order, or similar acquisition. Failure to do so may result in cancellation of the Award of the Contract, and may, at the sole discretion of the District, result in liability to the Proposer for whatever damages the District sustains as a result thereof.

The formation of the Contract shall not be complete and the District shall not be liable under it until it has been executed both by the Successful Proposer and by the District.

This Contract shall be for one (1) year and may be renewed for additional period(s), subject to agreement by the Parties prior to the expiration of the current term. The Contract term shall not exceed five (5) years.

8. Financial Interest, Fraud, and Collusion

A Proposer filing a Proposal thereby certifies that, with regard to this RFP, no officer, agent, or employee of the District who has a pecuniary interest in this RFP or Proposal has participated in the Contract negotiations on the part of the District, and that the Proposal is made in good faith without fraud, collusion, or connection of any kind with any other Proposer to this RFP. Further, the Proposer certifies that with regard to this RFP, the Proposer is competing solely on the Proposer's own behalf without connection with, or obligation to, any undisclosed individual, partnership, company, or Limited Liability Entity.

9. Duration of Offer

Proposal prices and Provisions shall remain firm for ninety (90) calendar days after the Submission Deadline indicated above. The Successful Proposer shall not alter the terms or price of their Proposal if said Proposal is accepted within ninety (90) days of the Submission Deadline indicated above. Price increases or changes in terms by others after the acceptance will not be considered. An Award of the Contract to any Proposer shall not constitute a rejection of any other Proposal and the District will remain free to accept other Proposals.

10.Risk of Loss and Damage

The Proposer will be liable for all damages arising out of the Proposer's negligence or fault in connection with this RFP.

The District will not be responsible for the loss or damage of any items during the RFP process, unless negligence on the part of the District has been established in a court of law.

11.Insurance and Bonding Requirements

The successful proposer must provide the following insurance and bonding:

a. General Liability Insurance: A minimum of $2 million per occurrence and $4 million aggregate coverage.

b. Professional Liability Insurance: A minimum of $1 million per claim, $2 million aggregate.

c. Workers’ Compensation Insurance: In compliance with Oregon state law under ORS

656.017 unless exempt under ORS 656.126.

d. Performance and Payment Bonds: In accordance with Oregon state law ORS

279C.380.

12.Publicity

News releases by any Proposer pertaining to this RFP or any Award of the Contract or other issue resulting from or related to it will be made only with prior written approval from the Issuing Office of the District.

13.Reservations

The District expressly reserves the following rights:

a. To reject all Proposals.

b. To reject any Proposal not in compliance with all prescribed public bidding procedures and requirements.

c. To reject any Proposal not meeting any Provisions set forth herein.

d. To waive any or all irregularities in Proposals submitted.

e. To award any or all items or services contained in the Proposal.

f. To award to more than one Proposer

g. To consider the competency and responsibility of Proposers in making any Award of the Contract.

h. To re-award the Contract to another Proposer in the event any Proposer who is chosen by the District as the Successful Proposer defaults in executing said formal Contract within the time and in the manner specified in the RFP documents.

i. To obtain clarification of any point in a Proposer's Proposal. The failure of a Proposer to make additional information available could result in the rejection of the Proposal. In addition, Proposers must be prepared to make presentations about their products and/or services at the District.

j. To obtain Proposals from other Proposers for specific jobs.

14.Ownership of Proposal Documents

All Proposals developed specifically for the District shall be the property of the District and all title and interest therein shall vest to the District. All Proposers, at their own expense, may and should retain a copy of their Proposal.

15.Sufficient Information

a. All Proposers represent and warrant that by responding to this RFP they have been sufficiently informed in all matters relating to the performance of duties required by this RFP and its attachments. Prior to submitting a Proposal, all Proposers shall make a careful examination of the RFP Provisions, including but not limited to terms and conditions, including any specifications. Failure to take these precautions will not release the Successful Proposer from performing the work in strict accordance with the terms of the Contract.

b. Proposers are welcome and encouraged to make visits during the normal operating hours of the various facilities listed in this RFP. Prior arrangements must be made with the person listed as the Contact on the front page of the RFP. Proposers are strongly encouraged to view the Cascade School District’s website for information about the District, facilities and long range facility planning activities and reports.

c. The District will not be responsible for any loss or for any unanticipated costs that may be suffered by the Successful Proposer as a result of the Proposer's failure to fully inform themselves in advance in regard to all conditions pertaining to the duties required. No statement made by any officer, agent, or employee of the District will be binding on the District.

d. Additionally, Proposers warrant that they have checked their Proposal for errors and omissions and that the prices stated in the Proposal are correct and as intended and are a complete and correct statement of prices for performing the duties specified herein.

16.Separate Contracts

The District reserves the right to enter into other contracts in connection with this RFP. The Contractor shall afford those other contractors reasonable opportunity for the introduction and execution of their work, and shall properly coordinate all work efforts.

17.Headings

The Headings in this RFP and all attached documents are for convenience only and do not establish any other meaning or interpretation.

SECTION IV – SCORING CRITERIA

Proposals should be prepared simply and economically, providing straightforward, concise descriptions of qualifications and previous experience to satisfy the requirements of the RFP.

Written Proposals will be evaluated and scored. Contract award will be based on Proposer’s approach, qualifications, and experience as described below. The District may also choose to hold interviews as described in subsection IV.6 below.

COVER LETTER (Not Scored) The cover letter shall not exceed one page in total length and must include:

●a statement that the Proposer accepts all terms and conditions contained in this solicitation, and;

●a brief introduction of your firm and identify the contact person and provide their contact information for matters relating to this RFP.

REQUESTED RESPONSE INFORMATION

Proposers must respond to each of the following items. Responses should be in the order listed below. Concise and direct answers are encouraged.

By listing individuals in the proposal, the firm guarantees that these individuals will be available to work on the project(s). The District reserves the right to approve or reject any changes to the proposed personnel. The District further reserves the right to request a substitution of personnel if deemed to be in the best interest of the District.

1. WORK HISTORY AND SERVICE AREA (5 Possible Points)

Provide a general description of your firm, including its service area, volume of services, length of time in the industry, and financial stability.

2. EXPERIENCE WITH OREGON K-12 PROJECTS (15 Possible Points)

The proposer’s experience will be evaluated based on demonstrated success in managing educational construction projects in Oregon within the last five years. The response should include:

● A detailed description of at least six completed educational projects, each with a construction value exceeding $1,000,000.

● A clear explanation of the firm’s role as project manager, including scope of services provided and key outcomes.

● Specific experience with projects that are similar in size, complexity, or scope to the one outlined in this RFP.

● Demonstrated knowledge and successful navigation of Oregon planning and building department processes, including permit acquisition, code compliance, and agency coordination.

3. COST CONTROL (6 Possible Points)

The proposer will be evaluated on their demonstrated ability to manage project costs, maintain adherence to established budgets, and ensure compliance with project schedules. The response should include:

● A description of the firm’s general approach to cost control and budget oversight throughout all phases of a project.

● Methods used to monitor, report, and mitigate potential cost overruns or schedule delays.

● An example of a project that exceeded the original budget, including the factors involved, how the overage was addressed, and the final outcome.

● A summary of the firm’s experience and demonstrated success in applying Value Engineering principles to maintain or reduce project costs without compromising the District’s bond commitments to residents.

4. PROJECT SCHEDULING (4 Possible Points)

a. Describe your firm's capacity to accomplish the work in the required time.

5. FIRM/TEAMS KNOWLEDGE AND EXPERIENCE (3 Possible Points)

a. Describe your firm’s knowledge of other factors relevant to design and construction of school facilities.

6. REFERENCES (15 Possible Points)

a. Provide a reference contact person and phone number for every school project

(over $500,000) your firm has completed in the last five years.

7. KEY PERSONNEL AND STAFFING (12 Possible Points)

a. Identify personnel who will have the responsibility for the district’s projects.

Include names, titles, and experience. Provide a project organization chart showing proposed staffing for the work to be accomplished.

8. PROJECT LEADERSHIP (15 Possible Points)

The proposer will be evaluated on their ability to lead a complex project team, foster collaboration among multiple stakeholders, and maintain clear and consistent communication throughout the duration of the project. The response should include:

● A description of the firm’s leadership approach to managing multi-party educational construction programs.

● Strategies used to facilitate teamwork and ensure transparent, timely communication between the owner, design team, contractors, and other involved parties.

● An example of a past project where a dispute arose, including the nature of the conflict, how it was resolved, and the role the firm played in achieving a constructive outcome.

9. FEES AND COMPENSATION (25 Possible Points)

a. Provide a current rate sheet for your firm. Include rates for consultants proposed to perform the work of this contract.

Describe any efforts used by your firm to solicit and use certified Minority/Women Business Enterprises (M/WBE), Emerging Small Business (ESB), or Disadvantaged Business Enterprises (DBE).

Discuss your firm’s ownership status and employment practices regarding women, minorities and emerging small businesses or historically underutilized businesses.

Describe any efforts used by your firm to solicit and use local/regional contractors and consultants.

(The Scoring Matrix is provided on the following page.)

CASCADE SCHOOL DISTRICT SCORING MATRIX

CRITERIA FOR SELECTION

CONSTRUCTION PROJECT MANAGEMENT SCORING

NOTES

MAXIMUM

SCORE

BACKGROUND

1 Firms work history and Service Area 5

2 Experience with Oregon K-12 Projects 15

3 Cost Control 6

Project Scheduling 4

5 Firm’s/Team’s Knowledge and

Experience

6 References 15

STAFFING

7 Key Personnel and Staffing 12

8 Project Leadership 15

FEES & COMPENSATION

9 Fees and Compensation 25

OTHER

TOTAL SCORES

SECTION V - AWARD PROCESS

1. Selection/Award Process

a. Evaluation Committee. A committee consisting of District staff will evaluate the Proposals. Each member will evaluate all aspects of a proposed approach via a scoring system designed to be of internal assistance to the members of the evaluation team. Each Proposal will be scored based on the criteria and points listed herein. A possible 100 points may be accumulated.

b. Initial Scoring. Each of the evaluators shall independently assign a score to each of the written Proposals. Criteria scores will then be summed. The highest scoring Proposals will be identified and those Proposers may be invited to an oral evaluation with the evaluation committee.

c. Interviews. If it is determined to be in the best interest of the District, an oral evaluation will be scheduled on the date listed within the RFP timetable.

Listed individuals in the RFP will be present at the oral interview. If a Proposer is unable to participate in an oral evaluation, the District reserves the right to remove that Proposer from consideration. Additional evaluation criteria and/or award of points may be considered during the oral evaluation phase.

d. Final Scoring. After the oral interview, scores from the written Proposal and oral interview, subject to the determined scoring methodology during the oral evaluation phase under subsection V.1.c. above, will be summed, resulting in a final score. The award recommendation will be given to the Proposal(s) having the highest final score.

2. Criteria/Method of Award

a. Criteria. The specific criteria which will be used…