RFP 219999D002 final doj approved for posting.pdf

STATE OF OREGON

Oregon Military Department (“OMD”)

Request for Proposals (“RFP”)

Solicitation Number 219999D002

OREGON MILITARY MUSEUM (“OMM”)

MUSEUM INTERPRETIVE DISPLAY EXHIBITS

A Design-Build (“DB”) PROJECT

Closing Date and Time: AUGUST 19, 2021 at 11:00 AM PT

OMM Interpretive Exhibits Project INTRODUCTORY INFORMATION

RFP No. 219999D002 0010 - Table of Contents

RFP 219999D002 Page 1 of 99

0010 – TABLE OF CONTENTS

0015 – Executive Summary ______________________________________________________________________________ 2

0100 – Project Information ______________________________________________________________________________ 4

Request for Proposals _________________________________________________________________________________ 4

Solicitation Contact Information _________________________________________________________________________ 4

Project Information ___________________________________________________________________________________ 4

Project Description ___________________________________________________________________________________ 4

Selection Process _____________________________________________________________________________________ 4

0200 - Instructions to Proposers __________________________________________________________________________ 6

RFP Documents ______________________________________________________________________________________ 6

Solicitation Schedule __________________________________________________________________________________ 7

Pre-Proposal Requirments ______________________________________________________________________________ 7

Project Site Examination _______________________________________________________________________________ 8

Proposal Submission Instructions ________________________________________________________________________ 8

Written Proposal Instructions ___________________________________________________________________________ 9

Terms and Procedures ________________________________________________________________________________ 11

0300 - Evaluation Criteria ______________________________________________________________________________ 14

Evaluation Committee ________________________________________________________________________________ 14

Evaluation Criteria ___________________________________________________________________________________ 14

Proposal Evaluation __________________________________________________________ Error! Bookmark not defined.

0400 – Proposal Forms ________________________________________________________________________________ 17

Form 1 - Proposal Form _______________________________________________________________________________ 17

Form 2 - Statement of Work ___________________________________________________________________________ 21

Form 3 – Key Personnel and Consultants Form ____________________________________________________________ 22

Form 4 - Certification Statement for an Independent Contractor ________________________________________________ 23

Form 5 – Pricing Submittal Form _______________________________________________________________________ 24

0500 – Contracting Requirements _______________________________________________________________________ 28

DESIGN-BUILD AGREEMENT _______________________________________________________________________ 28

CONTRACT EXHIBITS ______________________________________________________________________________ 46

CONTRACT DEFINITIONS __________________________________________________________________________ 98

RFP Reference Documents

A. Oregon Military Museum Interpretive Plan

B. The Project design must also comply with the federal standards contained in NGR 870-20, (Army National Guard

Museums, Museum Activities and Historical Property), AR 870-20, (Army Museums, Historical Artifacts, and Art), AR

870-5, Military History, Responsibilities, Policies, and Procedures, CH-7) TRADOC Regulation 870-1, (United States

Army Training and Doctrine Command, Military History Program), AR 190-51, (Security of Unclassified Army Property, sensitive and non-sensitive, CH-5), AR 190-11, (Physical Security of Arms, Ammunition and Explosives, Chapters 4-13), ORARNGR 870-1 Oregon Military Museum-Historical Activities, Dated 24 April 2015.

RFP No. 219999D002 0015 - Executive Summary

RFP 219999D002 Page 2 of 99

0015 – EXECUTIVE SUMMARY

EXECUTIVE SUMMARY

The Oregon Military Department (“OMD”) has an infrastructure portfolio spread throughout the State of Oregon.

Types of buildings include readiness centers, armories, maintenance facilities, warehousing, storage, aviation facilities, administrative space, museum space, and training site facilities. The portfolio contains roughly 3.3 million square feet of building area with nearly 400 buildings located at approximately 49 sites across the State.

OMD is committed to constructing the highest quality buildings and infrastructures OMD can afford and expects structures that promulgate cultural leadership. In short, the three primary goals in OMD facilities can be expressed as follows:

1) Soldier/Unit/Equipment Readiness;

2) Sustainability/Innovation; and,

3) Community Partnership.

When these goals are fully expressed in its facilities, OMD has the greatest likelihood of sustained success over time.

Limited capital and sustainment funds means OMD’s buildings must perform for extended periods of time with minimal maintenance. OMD requires quality in the design and construction process, to ensure it can meet these requirements. To this end, OMD’s desire in the procurement process is to seek the “best value” for the State of Oregon

(“State”). OMD is interested in retaining firms capable of bringing superior design principles to bear in a sustainable manner and constructing the highest quality buildings in the region. OMD wants to ensure tax dollars being spent on capital construction result in cultural enrichment for its communities while also developing innovative and sustainable buildings that are ready to respond to any emergencies which arise and capable of withstanding the test of time.

OMD also has the responsibility of historic preservation of military artifacts. The Oregon Military Museum (“OMM”) established in 1975, serves as repository for military weapons, artifacts and documents relating to the military history of the citizens of Oregon.

The mission statement of the OMM simply states: To inspire and educate visitors about Oregon’s military heritage and legacy to include the National Guard, the State’s early militia, and all branches of the Armed Forces. To meet its professional stewardship obligations for the historical artifacts and archives entrusted to its care.

This project is to provide the design, construction, fabrication, and installation of exhibit galleries within the Oregon

Military Museum. The main exhibit hall is approximately 9,000 square feet in size and has several smaller exhibit galleries including a temporary exhibit gallery, a weapons exhibit gallery, the main entrance lobby and the Hall of

Valor spaces. The design will include casework, graphics, lighting, interpretive panels with inset cases, dioramas and specialty display cases with added security measures as needed. This project addresses the development of the design and installation of highly specialized museum displays at the Oregon Military Museum located in Clackamas, Oregon

(the “Project”).

PROPOSED PROJECT:

The Oregon Military Department (“OMD” “Owner” or “Agency”) is seeking a Design-Build Contractor (“DBC” or

“Contractor”) with expertise in museum display design, construction, fabrication, and installation to provide Project management, design, review, value engineering, construction, fabrication, and installation of the Project, including but not limited to, the design, construction, fabrication, and installation of educational museum displays including lighting, casework, dioramas, graphics, interpretive panels, interactive and specialty display cases, macro artifact displays, historic aircraft displays, military vehicle displays, military weapons displays and all associated historical research to ensure proper and correct interpretive panels and signage.

The Project design must also comply with the federal standards contained in NGR 870-20, (Army National Guard

Museums, Museum Activities and Historical Property) , AR 870-20, (Army Museums, Historical Artifacts, and Art), AR 870-5, Military History, Responsibilities, Policies, and Procedures, CH-7) TRADOC Regulation 870-1, (United

States Army Training and Doctrine Command, Military History Program), AR 190-51, (Security of Unclassified

RFP No. 219999D002 0015 - Executive Summary

RFP 219999D002 Page 3 of 99

Army Property, sensitive and non-sensitive, CH-5), AR 190-11, (Physical Security of Arms, Ammunition and

Explosives, Chapters 4-13), ORARNGR 870-1 Oregon Military Museum-Historical Activities, Dated 24 April 2015.

PROJECT GOALS

For the Museum Display project at the Oregon Military Museum in support of the ongoing mission of the ORARNG and in support of the Oregon Military Museum Interpretive Plan

Meet mission requirements

Meet its stewardship obligations for the historical artifacts and archives entrusted to its care

Provide public access to Oregon’s military heritage and legacy

Optimize operational flow

Allow for flexibility

Meet minimum museum standards for preservation, interpretation and visitor safety

Create a professional, durable, self-guided visitor experience through themed galleries that include a permanent, chronological storyline of Oregon military history and a temporary changing themed gallery.

Provide educational and inspiring learning experience for all ages.

Convey the unique identity and values of the Oregon Military Museum as spelled out in Museum’s interpretive plan, updated December 10th, 2020.

Incorporate the five core take-home messages and meet the interpretive goals stated in the updated Oregon

Military Museum interpretive Plan.

SITE INFORMATION

The Facility is located on the campus of Camp Withycombe in the designated historic district, located in Clackamas, Oregon. The designated historic district includes the renovated Clackamas Armory now designated as the Oregon

Military Museum. Also located on the site are the Quarter Master Store House, the Alpha Battery Horse Barn and

Quarters One, which is currently the residence of The Adjutant General (“TAG”) for the Oregon Army/Air National

Guard. There are also outside static displays of military vehicles.

The Project Site address is:

Oregon Military Museum

Camp Withycombe

15300 SE Minuteman Way

Clackamas, Oregon 97015

SECURITY REQUIREMENTS: All OMD facilities are governed by U.S. Homeland Security REAL ID compliance regulations. Valid Photo identification is required. Facility owners/staff are prohibited from accepting driver’s licenses or ID cards from non-compliant states or jurisdictions. Proposers are responsible for providing appropriate valid identification. OMD is not responsible for Proposers who are denied access for not having proper identification.

END OF SECTION 0015

RFP No. 219999D002 0100 - Project Information

RFP 219999D002 Page 4 of 99

0100 – PROJECT INFORMATION

Request for Proposals

This document and all attachments, documents referred to, documents incorporated by reference and all addenda constitute the Request for Proposals (“RFP”) for the design and construction of the proposed Project.

The purpose and intent of the RFP is for OMD to identify a qualified DBC that provides the Best Value to the State of Oregon for the design and construction of the proposed Project.

”Best Value” may be based on the following: Project narrative, Project Schedule, Project costs, Project approach, Project management, , Project understanding, Project quality, Project objectives, Project desires and any proposed betterments, Project completion time, and compliance with all RFP requirements as determined by OMD at its sole discretion.

Solicitation Single Point of Contact (“POC”)

A. Point of Contact: Sam Goff - CPPB, Contract Specialist

B. Address: 775 Airport Way, Salem, Oregon 97301-6888

C. Phone/Fax: 1-503-584-3195/1-503-363-0147

D. E-mail: samuel.a.goff.nfg@mail.mil

Project Information

A. Project Name: Oregon Military Museum (“OMM”) Interpretive Exhibits Project

B. Project Location: Clackamas, Clackamas County, Oregon

C. Solicitation Number: 219999D002

D. Contract Scope: Design and Construction

E. Preliminary Estimated Guaranteed Maximum Price: $2,000,000.00

F. Contract Type: Progressive Design-Build, Guaranteed Maximum Price

G. Anticipated Project Start: 30 Calendar Days from Notice to Proceed

Project Description and Scope

A. Summary Project Description:

The design, construction, fabrication, and installation of specialized museum displays including lighting, casework, dioramas, graphics, interpretive panels, interactive and specialty display cases, macro artifact displays, historic aircraft displays, military vehicle displays and military weapons displays and all associated historical research to ensure proper and correct interpretive panels and signage.

B. Contract Scope:

Design Build to include but not be limited to Project management, design, review, value engineering, testing, inspections, construction and for the Project, including design, construction, fabrication, and installation of main exhibit hall displays of all sizes of artifacts, historic aircraft, military vehicles,, a temporary display gallery, a weapons display gallery, the main entrance lobby and the Hall Of Valor spaces which will all be included in the design. The design shall include casework, graphics, lighting, interpretive panels with inset cases, signage, dioramas and specialty display cases with added security measures in support of the OMD’s continued and ongoing operations.

Selection Process

A. OMD will be using a single step Request for Proposal (“RFP”) selection process for the award of a Design

Build Agreement (“DBA”)

B. Proposals will be evaluated and scored by an OMD appointed selection committee of no less than three (3) evaluators. The successful Proposal will be the one that has the highest combined score and provides the Best

Value to OMD, as defined above.

RFP No. 219999D002 0100 - Project Information

RFP 219999D002 Page 5 of 99

C. OMD reserves the right to conduct oral presentations and interviews for clarification or elaboration of submitted

Proposals, however, any subsequent presentation or interview will be limited to the original proposal. No new or additional information may be submitted.

END OF SECTION 0100

RFP No. 219999D002 0200 - Instructions to Proposers

RFP 219999D002 Page 6 of 99

0200 - INSTRUCTIONS TO PROPOSERS

RFP Documents

A. OregonBuys

1. REGISTRATION REQUIREMENT: All vendors must be registered in OregonBuys to do business with the State. Registration is free. To create a vendor account, click the blue “Register” button in the top right corner of the OregonBuys website: https://oregonbuys.gov/bso. For registration assistance, see vendor registration guidance.

Vendors are responsible for ensuring that their vendor registration and information is current and correct in OregonBuys. OPRD shall not be responsible for defective registration or incorrect vendor information.

2. The RFP, including all Addenda and Attachments, will be posted on the OregonBuys System. Electronic copies of this RFP and attachments, if any, must be obtained from the OregonBuys Website at:

http://oregonbuys.gov by registered suppliers.

3. Agency is not required to mail the RFP, its Addenda or Attachments to any interested Proposer.

Notification of any substantive clarifications provided in response to any question submitted by an interested Proposer will be provided and published at the OregonBuys website below. For complete

RFP documentation please go to the OregonBuys web site: http://oregonbuys.gov and view Agency

Opportunity number S-24800-00000216

4. OregonBuys is the official repository for all documents pertaining to this RFP. Hardcopies of the RFP are not available from OMD.

5. Documents Outside of OregonBuys: If an exhibit, attachment or Addendum cannot be viewed or downloaded through OregonBuys, instructions will be noted on OregonBuys on how to obtain the documents.

6. Addenda on OregonBuys: The RFP may be amended through Addenda. Addenda may be viewed and downloaded on OregonBuys by registered suppliers. Proposers should consult OregonBuys regularly until the Closing Date and Time of the RFP to ensure that they have not missed any Addenda announcements.

7. Any oral communications are considered unofficial and non-binding. Proposers shall rely only on written statements issued by addenda to the RFP.

8. OregonBuys Usage: Proposers unfamiliar with OregonBuys may contact Procurement Services at the

Department of Administrative Services (“DAS-PS”), 1225 Ferry St. SE - U140, Salem, OR 97301-4285;

telephone (503) 378-4642. Proposers may also look for updates about OregonBuys on the website:

http://procurement.oregon.gov/.

9. OregonBuys Registration Information: Proposers are responsible for ensuring that their registration information is current and correct. OMD and DAS-PS accept no responsibility for missing or incorrect information contained in the supplier’s registration information in OregonBuys.

B. OMD provides these RFP Documents for the express purpose of obtaining Proposals from Proposers for this

Project and does not confer any license or grant for any other use.

C. Before submitting a Proposal, Proposer shall thoroughly examine the Proposal documents and promptly notify the OMD of any conflicts, errors, ambiguities, and discrepancies identified in the Proposal documents.

D. Proposer shall use complete sets of RFP Documents in preparing Proposals. OMD assumes no responsibility for errors or misinterpretations resulting from the use of the RFP Documents.

E. It is the responsibility of each Proposer to examine the RFP Documents with consideration of all laws and regulations that may affect cost, progress, and performance of the work.

https://oregonbuys.gov/bso https://www.oregon.gov/das/ORBuys/Pages/vendorregistration.aspx http://oregonbuys.gov/ http://procurement.oregon.gov/

RFP 219999D002 Page 7 of 99

F. The Request for Proposal consists of:

1. 0015 - Executive Summary

2. 0100 - Project Information

3. 0200 - Instructions to Proposers

4. 0300 - Evaluation Criteria

5. 0400 - Proposal Forms

6. 0500 - Contract Requirements

7. Reference Documents identified in section H below

G. The Request for Proposal Forms (Section 0400) consist of:

1. Form 1 - Proposal Form

2. Form 2 - Statement of Work Form

3. Form 3 - Key Personnel Form

4. Form 4 - Independent Contractor Certification Form

5. Form 5 - Pricing Submittal Form– Must be submitted separately

H. Reference Documents include the following:

1. Oregon Military Museum Interpretive Plan

2. The Project design must also comply with the federal standards contained in NGR 870-20, (Army

National Guard Museums, Museum Activities and Historical Property) , AR 870-20, (Army Museums, Historical Artifacts, and Art), AR 870-5, Military History, Responsibilities, Policies, and Procedures, CH-

7) TRADOC Regulation 870-1, (United States Army Training and Doctrine Command, Military History

Program), AR 190-51, (Security of Unclassified Army Property, sensitive and non-sensitive, CH-5), AR

190-11, (Physical Security of Arms, Ammunition and Explosives, Chapters 4-13), ORARNGR 870-1

Oregon Military Museum-Historical Activities, Dated 24 April 2015.

Solicitation Schedule

A. RFP Documents Available: July 13, 2021

B. Mandatory Pre-Proposal Meeting: August 3, 2021 at 10 AM

C. Questions due August 10, 2021 by 2:00 PM

D. Closing Date and Time: August 19, 2021 by 11 AM Pacific Time

E. Proposer Interviews: TBA (optional)

F. Evaluation Period August 20 – 27, 2021 (estimated)

G. Notice of Intent to Award: August 30, 2021 (estimated)

H. Contract Negotiation: August 31 – September 10, 2021 (estimated)

I. Execution of a Design Build Agreement September 15, 2021 (estimated)

Note: OMD reserves the right to change the schedule or terminate the entire procurement process at any time.

Preproposal Meeting and Project Site Tour

OMD will conduct a VOLUNTEER Pre-Proposal Meeting. Date and time: August 3, 2021 at 10:00 AM Pacific

Time.

Oregon Military Museum

RFP 219999D002 Page 8 of 99

Camp Withycombe

15300 SE Minuteman Way

Clackamas, Oregon 97015

OMD representatives will attempt to answer Proposers’ questions and address their concerns during the meeting. All statements made by OMD staff are unofficial and will not be binding unless confirmed by written addendum to this

RFP. Proposer should submit questions for clarification in writing for Owner response.

SECURITY REQUIREMENTS: All OMD facilities are governed by U.S. Homeland Security REAL ID compliance regulations. Valid Photo identification is required. Facility owners and staff are prohibited from accepting driver’s licenses or ID cards from non-compliant states or jurisdictions. Proposers are responsible for providing appropriate valid identification. OMD is not responsible for Proposers who are denied access for not having proper identification.

Project Site Examination

Following Contact Award, the DBC shall perform site and facility investigation services to determine the extent of

Work required to meet the Owner’s goals and objectives. To this end DBC shall review information provided by

Owner as part of the RFP, conduct additional site reviews and evaluations, and meet with tenants and stakeholders, as a group and individually as necessary, to develop recommended courses of action for Owner approval.

Availability of the Project Site for Work:

A. The RFP identifies the Project Site upon which the work is to be performed, as well as any site access points, and other areas designated for use by DBC.

B. The DBC shall obtain property access required for temporary facilities or storage of materials and equipment.

Proposal Submission Instructions

A. Proposers are required to submit one (1) “original” Proposal bearing original ink signatures secured within an appropriate size 3 ring binder that is clearly marked “original”.

B. Proposers are required to submit one (1) electronic copy of their proposal on Compact Disc (“CD”). NO OTHER

MEDIA STORAGE DEVICES ARE ACCEPTABLE. Electronic copy’s MUST be submitted on CD.

C. Proposers are required to submit one (1) original copy of Form 5 - Pricing Submittal Form in a separate sealed envelope. Form 5 - Pricing Submittal Form must sealed within a separate envelope and must NOT be contained within the “original” or seven copies of the Proposers Proposal. If Form 5 - Pricing Submittal

Form information is located within the “original” or copies of the Proposal, the Proposal may be deemed nonresponsive and given no further consideration

D. Proposers are required to submit SEVEN (7) copies of their proposals individually secured within appropriately sized 3 ring binders.

E. All signatures and information provided on the Proposal Attachments must be completed by printing in ink or typed.

F. Proposals received after the deadline will be rejected by OMD and returned to Proposers unopened.

G. Proposers must submit written Proposals in a sealed box or envelope. The box or envelope must clearly identify the Proposer, the Project Name, the Solicitation Number, the OregonBuys Number, and the name of the Single

Point of Contact.

H. Incomplete or incorrectly submitted Proposals (not in substantial compliance with RFP requirements) may be deemed nonresponsive, and may not be considered, and cannot be supplemented by submissions delivered or information provided after Closing. However, OMD may waive minor informalities and irregularities, and may seek clarification of any response that, in its sole discretion, it deems necessary or advisable.

I. OMD will not consider any un-requested Exhibits or Attachments that are submitted with a Proposal.

J. All drawings and artist renditions must be true actual representations of the Proposer’s Proposal. Submitting drawings and artist renditions that cannot be substantiated within the Proposal and the stated GMP may result in the Proposal being deemed non-responsive and returned to the Proposer.

K. Failure to abide by all these requirements may result in the Proposal being deemed non-responsive by OMD, RFP 219999D002 Page 9 of 99 unless otherwise indicated.

L. Any and all costs incurred in preparing and submitting a Proposal in response to the RFP are the responsibility of the Proposer and will not be reimbursed by Agency.

Written Proposal Instructions (Proposal Attachment Instructions for forms provided by OMD)

A. Form 1 - Proposal Form:

1) Fill in all blanks on the Proposal Form by printing in ink or typing in the information.

2) Provide acknowledgement of all RFP addenda, on space provided in the Proposal Form.

3) All Signatures must be notarized.

4) Proposals by partnerships or joint ventures must be executed in the partnership or joint venture name and must be signed by all partners or members of the joint venture, whose titles must appear under the signature.

5) Proposals by corporations should be executed in the corporate name, by the president (or other corporate officer accompanied by evidence of authority to sign).

a) The corporate address and state of incorporation should be shown below the signature.

b) If the Proposer is an out-of-state corporation, evidence of authority to conduct business in the State of

Oregon must be attached.

6) Proposals by other legal entities should be executed in the name of the entity by the entity officer with full authority to bind the entity, accompanied by evidence of the officer’s authority to sign on behalf of the entity.

a) The entity address and state of incorporation should be shown below the signature.

b) If the Proposer is an out-of-state entity, evidence of authority to conduct business in the State of Oregon must be attached.

B. Form 2 – Statement of Work Form:

1) In section 1, provide a statement indicating that the Proposer is able to meet all minimum required Project program and performance requirements.

2) In section 2, provide a statement indicating whether or not the Proposer is able to provide any additional desired betterments beyond the requirements stated in the RFP or other items which may be considered as additional value to the Project. Proposer should list any proposed betterments.

3) In section 3, provide a statement indicating any exceptions or conditions, provided that the Proposer understands and agrees that notwithstanding any exceptions or conditions set forth in the Proposal, all

Proposals must meet minimum requirements.

C. Form 3 – Key Personnel and Consultants Form:

1) Provide qualifications of key personnel assigned to the Project on Form 3 and identify the employer of the key personnel (the prospective Proposer, a named sub-contractor or sub-consultant, etc.). Provide specific project experience that demonstrates the individual’s knowledge, skills and abilities to fulfill their Project roles.

2) Provide the key personnel's recent, current, and projected workloads.

3) Provide the proportion of time by phase that proposed key personnel will spend on this Project.

4) Add information as needed to provide a complete list

5) Key personnel submitted cannot be replaced without prior written approval from the OMD Contract

Administrator. OMD reserves the right to limit substitution consent to situations where the identified Key

Personnel is no longer employed by the DBC, the subcontractor or sub-consultant, as the case may be. Any substitute offered must possess equivalent qualifications to the identified Key Personnel. These restrictions apply during the RFP process and after contract award and execution.

D. Form 4 - Independent Contractor Certification Form:

1) Sign the Certification Form.

RFP 219999D002 Page 10 of 99

2) Part A - If the Proposer is a corporation, Limited Liability Company, or limited liability partnership, sign

Part A. The remainder of the Certification Statement does not need to be completed.

3) Part B - If the Proposer is a sole proprietor, partnership, joint venture or a professional corporation and meets standards 1-4 and at least 4 of 6 parts of standard 5, sign Part B.

4) Part C - Do not fill out Part C. This section is reserved for OMD use.

E. Form 5 – Pricing Submittal Form:

1) Form 5 – Part 1: Pricing Submittal Form is a scored submission; (see Section 0300 – Evaluation Criteria for additional information).

2) Proposer must submit Form 5 in a separate sealed envelope

3) Form 5 – Part 1: Pricing Submittal Form must bear original ink signatures.

4) Proposer must provide pricing and percentage points for all four (4) categories described in Form 5 – Part 1:

Pricing Submittal Form. Fill in all blanks on the Pricing Submittal Form by printing in ink or typing in the information. Incomplete information may result in Proposal being deemed nonresponsive and given no further consideration

5) Proposer must provide a detailed Schedule of Values substantiating their Price Proposal as Form 5 – Part 2.

6) Proposer must provide a current hourly rate sheet for professional services as Form 5 – Part 3.

F. Proposal Attachments:

See Section 0400 F – DBCs Proposal Attachments for a list of Attachments that must be attached to and submitted with the Proposal.

Oral Presentation Instructions (At OMD’s Discretion)

A. Oral Presentation Process:

1) Oral presentations, if conducted, are held in conjunction with the written Proposal, as a means of allowing the Proposer to verbally articulate elements of its Proposal that are normally difficult to convey in writing or on drawings. Owner reserves the right to conduct oral presentations or cancel them if scheduled.

2) Oral presentations will be held on: (date and time will be provided)

3) Oral presentations, if conducted, will be held in alphabetical order based on the name of the Proposer’s company.

B. Oral Presentation Rules:

1) All oral presentations may be audio recorded, videotaped, or broadcast over broadband for viewing.

2) The oral presentation is not an open dialogue; the Proposer will not be allowed to ask questions of the selection panel. However, the selection panel may ask questions of the Proposers for clarification purposes.

3) OMD wants to clarify that the oral presentation process is not an interview and OMD reserves the right to conduct interviews at their discretion, in addition to oral presentations.

4) The oral presentation is limited to 60 minutes, including time for questions and answers.

5) There will be no time restriction on individual oral presentation agenda items. It will be at the Proposer’s discretion to determine how much time to spend on each agenda item.

6) OMD will allow the Proposer to utilize visual aids during the oral presentation. The type, format, or use of visual aids will be at the Proposer’s sole discretion. All visual aids must depict only information provided in the Proposer’s Proposal and may not be used to supplement Proposer’s Proposal. All visual aids must be true actual representations of the Proposer’s original Proposal. Using visual aids, drawings and artist renditions that cannot be substantiated within the original Proposal and the stated GMP.

C. Oral Presentation Agenda:

If conducted, OMD will provide the agenda for oral presentations with the oral presentation invitation

D. Oral Presentation Attendees:

RFP 219999D002 Page 11 of 99

It shall be at the Proposer’s discretion to determine the personnel they shall include in the oral presentation.

However, it is OMD’s desire to have the Key Personnel speak to the agenda items they will be responsible for during the course of the Project.

Terms and Procedures

A. Requests for Clarification or Changes and Protests:

1) Proposer may submit written requests for clarification or changes to or protest solicitation requirements, technical specifications or any contract terms and conditions related to this RFP. All protests and requests for clarification or change must be submitted to the Single Point of Contact listed in Section 0100 of this RFP no later than ten (10) days prior to RFP Closing Date at 2:00 PM. The Proposer shall include the reasons for the protest or request and any proposed changes. OMD will not consider any protests or requests for clarification or change submitted after the date and time specified above.

2) This is the Proposer’s only opportunity to protest solicitation requirements, technical specifications or any contract terms and conditions related to this RFP. Any Proposal that requires an exception to the technical specifications, the Agency’s contract terms and conditions, or the procurement requirements of this solicitation in its Proposal shall be deemed non-responsive and the Proposal shall be rejected.

3) OMD will respond to each properly submitted written request for clarification or change or protest. Where appropriate, OMD will issue revisions or clarifications via addenda provided to Proposers by OMD.

Specifications, contractual terms, and procurement requirements can only be changed via formal addenda issued by OMD.

B. RESERVED

C. Withdrawal or Modification of Proposals:

Proposals may not be modified after submission.

D. Disqualification:

Any Proposer may be disqualified due to breach of Proposal procedures, resulting in forfeiture of Proposal security.

E. Binding Offer, Acceptance and Rejection:

1) Submission of a Proposal constitutes Proposer’s affirmation that all terms and conditions of the Proposal constitute a binding offer that shall remain firm for a period of one hundred and eighty (180) Days from the closing date of the RFP, but OMD may, at its sole discretion, release any Proposal and return the Proposal prior to that date.

2) OMD reserves the right to reject any or all Proposals, including without limitation the right to reject any or all nonconforming, nonresponsive, unbalanced, or conditional Proposals.

3) OMD reserves the right to reject the Proposal of any Proposer if Agency, at is sole discretion, deems it to be in the best interest of OMD or reject any or all Proposers who fail to satisfy the RFP requirements or fail to meet standards of responsibility.

4) OMD also reserves the right to waive minor informalities not involving price, time, or changes in the work, and to negotiate the Statement of Work (“SOW”), including performance specifications with the apparent successful Proposer.

F. Execution of Design Build Agreement:

When OMD issues a Notice of Intent to Award to the successful Proposer, the Proposer will be expected to execute the Design-Build Agreement and provide the required insurance and payment and performance bonds within fifteen (15) calendar days or such longer period that the Agency determines is reasonable under the circumstances. If a Design-Build Agreement is not executed with the successful Proposer, OMD reserves the right to break off negotiations without any further consideration and begin contract negotiations with the next highest scoring Proposer or terminate the procurement.

G. Confidentiality:

The DBC selected for contract award may be given access to information or records which are confidential under

Oregon Law or Federal Security Classification solely for the purpose of performing the required services under

RFP 219999D002 Page 12 of 99 the resulting contract. By submitting a Proposal, the DBC, and the DBC’s employees, agents, and subcontractors, agree, at OMD’s request, to sign a nondisclosure agreement prior to their receipt of such information or documents, obligating each employee, agent, and subcontractor to comply with the confidentiality provisions of the agreement.

H. Public Inspection of Proposals:

1) Proposals may be available for public inspection, subject to the Oregon Public Records Law, ORS 192.311 through 192.431, and the Public Contracting Code only after OMD has issued the Notice of Intent to Award a contract and OMD reserves the right to publish or display publicly all Exhibits in accordance with this Law.

2) By submitting a Proposal in response to this RFP, Proposer grants the State of Oregon a non-exclusive, perpetual, irrevocable, royalty-free, worldwide license for the rights to copy, distribute, display, prepare derivative works of, and transmit the Proposal for the purpose of conducting this procurement and to fulfill the State of Oregon's obligations under Oregon Public Records Laws.

3) OMD, upon receipt of a Public Records request, will seek input from Proposers on confidential and proprietary items and redact information prior to release in accordance with the State of Oregon Public

Records Laws. Note: an entire Proposal cannot be nor will be considered confidential or proprietary.

I. Protest of Selection:

Proposer who claims to have been adversely affected or aggrieved by the selection of a competing Proposer shall have seven (7) calendar days after issuance of the Notice of Intent to Award to submit a written protest of the selection to the Single Point of Contact in this RFP. The Agency will not consider protests submitted after the date established in this section. The protest must specify the grounds upon which the protest is based.

J. Amendments:

1) The Agency reserves the right to amend any contract resulting from this RFP. Amendments could include but are not limited to, changes in the SOW, changes to program requirements, extensions of time, and consideration changes for the DBC.

2) All amendments shall be in writing and signed by all approving parties before becoming effective. Only the

Agency has the final authority to execute changes, notices, or amendments to the resulting contract.

K. Prevailing Wage Rates:

1) The successful DBC and all subcontractors shall comply with the provisions of ORS 279C.800 through

279C.870, relative to Prevailing Wage Rates and the required public works bond(s), as outlined in Sections

C.1, C.2, and G.2.3 of the General Conditions.

2) Before starting Work the successful DBC shall file with the Construction Contractors Board, and maintain in full force and effect, the separate public works bond required by ORS 279C.836 and OAR 839-025-0015, unless otherwise exempt under those provisions. The DBC shall also include in every subcontract a provision requiring the Subcontractor to have a public works bond filed with the Construction Contractors Board before stating Work, unless otherwise exempt, and shall verify that the Subcontractor has filed a public works bond before permitting the Subcontractor to start Work.

3) This RFP and the resulting Contract are subject to the following Bureau of Labor and Industries (“BOLI”) wage rate requirements and the prevailing wage rates set forth in the following booklet, as amended, which while not physically attached, is incorporated herein by reference with the same force and effect as though fully set forth herein, and is available at the following web site:

Prevailing Wage Rates for Public Works Contracts in Oregon issued January 1, 2021

Prevailing Wage Rates Apprenticeship Rates issued January 1, 2021

The Work will take place in Clackamas County.

L. Bonding Capacity:

1) Proposer shall submit with its Proposal confirmation from its surety that Proposer currently has bonding capacity sufficient to be issued performance and payment bonds covering this Project each in the amount of the Proposed Project Budget.

RFP 219999D002 Page 13 of 99

2) The surety’s obligation on the performance bond must include Contractor’s obligation to prepare and complete design and related services as well as construction services as specified in the resulting contract.

(The bond forms are provided in Exhibit B to the Design-Build Agreement.)

M. Evidence of Insurance:

1) The apparent successful Proposer shall provide all required proofs of insurance (including copies of all policies, endorsements and amendments to those policies if requested by OMD) to OMD within fifteen (15) calendar days of notification of Intent to Award or such longer period that the Agency determines is reasonable under the circumstances .

2) Failure to present the required documents within the submittal period may result in Proposal rejection.

3) Proposers are encouraged to consult their insurance agent(s) about the insurance requirements contained in the RFP prior to Proposal submission.

END OF SECTION 0200

RFP No. 29999D002 0300 - Evaluation Criteria

RFP 219999D002 Page 14 of 99

0300 - EVALUATION CRITERIA

Evaluation Committee

A. RFP Evaluation Process

1. Agency will conduct an evaluation of Proposals timely received and that are responsive to the RFP. The intent of the RFP is to identify a Proposal from a Proposer that has a level of specialized skill, knowledge and resources to perform the Services described in the RFP. Qualifications, performance history, expertise, knowledge and the ability to exercise sound professional judgment are primary considerations in the selection process. Agency reserves the sole right to determine the best Proposal considering the evaluation criteria set forth in the RFP.

2. Agency will evaluate and score all responsive and responsible Proposals on the completeness, quality, and applicability of their content.

3. Evaluation of Proposals and recommendations to OMD will be made by an evaluation committee consisting of no less than three (3) members who are appointed by OMD for that purpose. In the event that OMD rejects the evaluation committee’s recommendation, no award will be made and the RFP process may be started over again, at the Agency’s discretion.

4. Members of the evaluation committee will independently analyze each Proposal to determine the capabilities, experience, qualifications and pricing information of each Proposer based on the responses provided to the requirements stated in Section 0300 Evaluation Criteria. OMD may assign technical advisor(s) to the committee to assist Evaluation Committee members.

5. Each evaluation committee member will independently score the responses and make written record of allocated points for each scored section of the Proposal. All, part, or none of the total possible points for each scored section may be awarded.

6. Calculation of Average Score. The sum of all scores awarded to each Proposer will be divided by the total number of Evaluation Committee Members to compute an average score for each Proposer. Proposers’ average scores will be used to rank proposals. Prior to finalization of the overall scores, the evaluation team may conduct a committee meeting (or more than one meeting) to discuss the Proposals, the points awarded, and any anomalies.

7. Prospective Proposers are prohibited from discussing the RFP or any aspect of the Project with any member of the evaluation committee (except at the initiation of OMD at the Pre-Proposal Meeting); such prohibited contact will be grounds for disqualification.

8. OMD reserves the right to conduct oral presentations, interviews or both oral presentations and interviews with the Proposers.

Evaluation Criteria

A. Selection Criteria

1. All Proposals must be at or below the GMP stated in (Section 0400), Form 5 – Part 1: Pricing Submittal

Form.

2. Only complete Proposals will be considered.

B. Basis of Selection

1. The successful Proposal will be the one that provides the Best Value to OMD as determined by OMD at its sole discretion.

2. ”Best Value” may be based on the following: Project narrative, Project Schedule, Project costs, Project approach, Project management, , Project understanding, Project quality, Project objectives, Project desires and any proposed betterments, Project completion time, and compliance with all RFP requirements as determined by OMD at its sole discretion.

C. Written Proposals

All written Proposals must include the Proposal Attachments defined in Section 0200 Instructions to Proposers and Section 0400 Proposal Attachments.

RFP 219999D002 Page 15 of 99

D. Oral Presentations (at OMDs Discretion)

1. All oral Presentations must comply with requirements as defined in Section 0200 Instructions to Proposers.

2. Oral presentations will be scored in conjunction with the corresponding written Proposal submission.

3. Oral presentation scoring example (from the allowed points under the Proposal Evaluation section of the

RFP): Risk Mitigation Plan - 5 possible points. Each evaluator will use both the written Risk Mitigation

Plan and the oral presentation of the Risk Mitigation Plan to determine a final score for the Proposer’s Risk

Mitigation Plan.

Proposal Evaluation Scoring

A. AVERAGE OF SCORING: Evaluation scores awarded by each Evaluation Committee member will be summed and divided by the total number of Evaluation Committee Members to compute average scores per criteria for each respective SOQ

1 Proposers Experience in designing Military Museum Displays 100 total points possible

a. Project Organization and Administration (Maximum 25 points)

b. Delivery Approach and Methodology (Maximum 50 points)

c. Interpretive Historical Research (Maximum 25 points)

2. Proposer’s staffing plan and key staff experience & qualifications: 100 total points possible

a. Team Composition (Maximum 50 points)

b. Team Member Resumes (Maximum 25 points)

c. Quality Assurance / Control Experience (Maximum 25 points)

3. Proposer’s project approach and plans to meet the requirements of the RFP: 100 total points possible

a. Demonstrate understanding of Owner’s role in integrated project delivery (Maximum 50 points)

b. Demonstrate project budget and schedule compliance (Maximum 25 points)

c. Demonstrate client Satisfaction (Maximum 25 points)

4. Proposer’s knowledge of Federal and State regulatory requirements 100 total points possible

a. Federal and State regulatory requirements experience (Maximum 50 points)

b. Projects of similar size and scope (Maximum 50 points)

B. FORM 5 - PRICING SUBMITTAL FORM SCORING – 100 total points possible - The points for this section are scored and awarded separately from the SOQ scoring in Section A.

A detailed cost estimate and price proposal (the “Price Proposal”) is required for the Project (Form 5

Pricing Submittal Form)

Price Proposal points will be evaluated and awarded by the Evaluation Committee Chairperson utilizing the following formula:

(L/X)Y = A where:

X = Price Proposal being scored

L = Lowest Price Proposal among all Proposals

Y = Total Points Possible

A = Total Awarded points

50 points. The lowest percentage point (%) for Fixed General Conditions Work Costs Price portion of the Price Proposal will be awarded the maximum number of points possible for this scoring

RFP 219999D002 Page 16 of 99 criteria. Price Proposals with higher Fixed General Conditions Work Costs prices will be awarded a percentage of the maximum number of points possible based on the above formula.

50 points. The lowest percentage point (%) for Fixed DBC Fee price or rate portion of the Price

Proposal will be awarded the maximum number of points possible for this scoring criteria. Price Proposals with higher Fixed DBC Fee prices will be awarded a percentage of the maximum number of points possible based on the above formula.

If OMD requests clarification of any pricing information included in Proposer’s Price Proposal, Proposer shall provide the clarification within 48 hours or the Proposal may be rejected as non-responsive at the sole discretion of OMD

END OF SECTION 0300

OMM Interpretive Exhibits Project PROPOSAL FORMS

RFP No. 219999D002 0400 – Form 1 Proposal Form

RFP 219999D002 Page 17 of 99

0400 – PROPOSAL FORMS

Form 1 - Proposal Form

A. PROJECT IDENTIFICATION

1. Project Number: 219999D002

2. Project Name: Oregon Military Museum Interpretive Exhibits Project

3. Project Location: Clackamas, Clackamas County, Oregon

4. Project Type: Design-Build, Guaranteed Maximum Price ($2,000,000.00)

5. Submit Proposals to: Oregon Military Department

ATTN: Sam Goff CPPB

775 Airport Road

Salem, OR 97301-6888

6. Proposal submitted from:

(Print Proposer’s Name)

B. PROPOSER’S OBLIGATIONS AND REPRESENTATIONS

1. The undersigned Proposer proposes and agrees, if this Proposal is accepted, to enter into a Design-Build

Agreement with OMD in the form included in the RFP solicitation to perform all Work as specified or indicated in the RFP, for the Contract Price, and within the Contract Times specified in this Proposal, in accordance with all other terms and conditions of the Contract Documents.

2. The Proposal will constitute one of the Contract Documents, except for elements or provisions of the Proposal that conflict with the Contract Documents or do not meet minimum Contract requirements and Performance

Specifications.

3. This Proposal will remain subject to acceptance for one hundred eighty (180) calendar days after the Closing

Date of the RFP. The Proposer will sign and deliver the required number of copies of the Design-Build

Agreement with any insurance, bonds and other documents required by the Instructions to Proposers within

Fifteen (15) Days after the date of the OMD's Notice of Intent to Award or such longer period that the Agency determines is reasonable under the circumstances .

4. In submitting and signing this Proposal, the Proposer represents and agrees, as more fully set forth in the

Design-Build Agreement, that:

a. The Proposer has examined and carefully studied the RFP Documents and the following RFP addenda

(receipt of which is hereby acknowledged):

Addenda No. , through No. .

b. The Proposer has visited the Project Site and become familiar with the general locale and Project Site conditions that may affect cost, progress, and performance of the Work.

c. The Proposer is familiar with and will comply with all applicable federal, State of Oregon, and local laws and regulations that may affect cost, progress, and performance of the Work.

d. The Proposer is properly licensed to perform all work and services required for the Project at the time of submission of the Proposal.

e. The Proposer has carefully studied all data relating to existing surface and subsurface conditions and structures which has been identified or made available by OMD.

f. The Proposer is aware of the general nature of the work to be performed by OMD and others at the

Project Site that relates to the Work for which this Proposal is submitted.

g. The Proposer has coordinated the information known to the Proposer, information and observations obtained from visits to the…