GREENWICH PUBLIC SCHOOLS

Purchasing Department 290 Greenwich Avenue

Greenwich, Connecticut 06830

(203) 625-7411 eugene_watts@greenwich.k12.ct.us

EUGENE H. WATTS

Manager of School Procurement

Dear Sir/Madam:

You are invited to submit a Proposal for Owner’s Representative Services for the Riverside School Renovation and Addition Project (heretofore referred to as the “Project”) in accordance with the attached Request for Proposals

(“RFP”).

Proposers are urged to read the RFP and all exhibits thereto carefully and to provide all information requested in a clear, concise, legible and organized manner so as to permit proper evaluation of submissions. Responses to the RFP which are incomplete, obscure, or conditional, or which contain irregularities of any kind, may be rejected by the Riverside School Building Committee at its sole discretion.

Responses to the RFP must be timely submitted in form, substance and in accordance with the requirements of the RFP. Proposers must submit qualifications and fee proposals in two (2) separate sealed envelopes clearly marked with the name of the Proposer and the words “Response to Request for Proposals for Owner’s Representative Services, Riverside School Project RFP #2581-26” as applicable. A Proposer’s qualifications submission shall not contain any information pertaining to the Proposer’s fees or costs.

Each sealed envelope shall include one original (1) and fifteen (15) copies of the qualifications or proposal, as applicable, along with one (1) electronic copy (via flash USB drive) thereof. Responses shall be delivered by U.S. mail or hand delivered to Greenwich Public Schools, Purchasing Department, 290 Greenwich Avenue, Greenwich, Connecticut 06830. Responses must be received by the Greenwich Public Schools Purchasing Department no later than the date and time set forth below (Faxed, late or emailed responses will not be accepted).

Owner’s Representative Service Opening Date: 8/20/26 Opening Time: 10:00 a.m. RFP Number 2581-26

The RFP opening will be held in person at 290 Greenwich Avenue, Greenwich, CT on August 20, 2026 at 10:00 a.m. All proposers and other interested people are invited to attend.

Very truly yours, Eugene H. Watts mailto:eugene_watts@greenwich.k12.ct.us

1. BACKGROUND:

The Town of Greenwich, CT (“Town”) is about 35 miles northeast of New York City and has a population of about 62,000 people. The Greenwich Public Schools enjoy a national reputation for excellence and have strong support from the community. The Town’s fifteen public schools have a current enrollment of about 9,000 students and consist of eleven elementary schools (K-6), three middle schools (6-8), and one comprehensive high school (9-12). Our District also offers some pre-K and alternative high school programs.

The Greenwich Board of Education (the “Board”) acting by and through the Riverside School Building

Committee (“RSBC”) requests written proposals for Owner’s Representative Services for the Riverside School Renovation and Addition Project described below (the “Project”).

The goal of the Project is to renovate and construct an addition to the historic Riverside School using the guidelines set forth within this document and the attached Educational Specifications. The Project's construction should be technologically advanced, energy efficient and accessible. The Project will be funded in part by a school construction grant by the Connecticut State Department of Education

(hereinafter referred to as the "CSDE"). The State of Connecticut requires state funded projects to be built using a high-performance building standard (see Regulations of Connecticut State Agencies §§16a-38k-

1 to 16a-38k-9). The Project must comply with the standards of the CSDE, applicable Connecticut building codes governing school construction, the 2026 Riverside School Educational Specifications (the

“Educational Specifications”) and requirements of the Board of Education of the Town of Greenwich and of the Riverside School Building Committee, Town of Greenwich regulations, the 2019 Greenwich Plan of Conservation and Development, and any other applicable laws and regulations. The Project must be compliant with the Americans with Disabilities Act of 1990, as amended ("ADA") as specified in the

Educational Specifications and should attain LEED Silver Certification from the U.S. Green Building

Council.

2. PROPOSED PROJECT SCHEDULE

As of August 2026, and subject to revision

8/6/26 Questions from proposers due

8/14/26 The Purchasing Dept. will post all answers

8/20/26 Proposal due date

TBD Interviews of top candidates

TBD Execute agreements for owner’s rep

3. SCOPE OF SERVICES

The objective of this solicitation is to procure an Owner’s Representative (the “Owner’s Representative”) to represent and protect the interests of the Board and the RSBC throughout the Project, to assist the

RSBC and its Project Team, which shall include architects, engineers, consultants, appropriate Greenwich representatives and other applicable stakeholders, in the communication, administration and financial organization of the Project. The Owner’s Representative shall be responsible for inspecting and overseeing the progress of the Project and will regularly report to the RSBC regarding the status of the

Project, will manage the record keeping, documentation preparation and distribution to obtain maximum grant reimbursement from the Department of Administrative Services / Office of School Construction

Grants, (“DAS/OSCG”), and to facilitate timely progress payments thereunder. The Scope of the

Owner’s Representative Services is more particularly described on Exhibit A to this RFP.

Terms and Conditions

A. This RFP does not commit RSBC to award a contract, issue a purchase order, or to pay any costs incurred in the preparation of a qualification in response to the RFP.

B. The responses to this RFP will become part of RSBC official files without any obligation of confidentiality or otherwise on RSBC’s part.

C. Proposer(s) shall not offer any gratuities, favors, or anything of monetary value to any officer, agent, contractor or employee of RSBC for the purpose of influencing consideration of a qualification.

D. Proposer(s) shall not collude in any manner, or engage in any practices, with any other

Proposer(s) that may restrict or eliminate competition or otherwise restrain trade.

E. Proposer(s), their authorized representatives, and their agents are responsible for obtaining, and will be deemed to have, full knowledge of the conditions, requirements, and specifications of this

RFP.

F. The Proposer must notify the RSBC of any conditions, transactions, situations, or circumstances that would impede, impair or delay the proper and timely performance of the Owner’s Representative

Services.

G. RSBC reserves the right to request that any Proposer clarify its proposal as necessary for the evaluation of such proposal by the RSBC.

H. The RSBC reserves the right to discontinue its evaluation of proposals from any Proposer(s) who submit false, misleading or incorrect information.

I. The RSBC reserves the right to decline, without evaluation or discussion, any proposals from any

Proposer(s) who appear or have appeared or whose principal(s) appear or have appeared, on any

Federal or State list of debarred companies or contractors.

4 QUALIFICATIONS

The Owner’s Representative’s roles and responsibility include, but are not limited to, the following:

Proposers must meet the following minimum requirements:

a. Knowledge of and experience with Project-related budgeting and invoice tracking throughout pre-construction and construction; bid reviews; contract reviews; design oversight; zoning and entitlements.

b. Knowledge of and experience with general construction site administration, including site visits, weekly and monthly reporting, OAC meetings, quality control reviewing, change order tracking and reviewing, work sequencing, value engineering processes, final inspections, punch lists, and close out reporting.

c. Knowledge of and experience with the USGBC LEED rating system and reporting requirements.

d. Knowledge of and experience with the ADA requirements in new and existing assets, implementation and retrofitting thereof.

e. Thorough understanding of construction scheduling and ability to create Project milestones and tracking.

f. Ability to constructively facilitate dispute resolution between Project participants, minimize claims, act to mitigate circumstances that could lead to claims and advise the owner of any potential disputes.

g. Ability to provide impromptu briefings and reports to visitors and inspectors concerning the status of construction and ongoing activities.

h. Ability to read and understand construction drawings, specifications, and contracts.

i. Ability to understand the results of material testing and sampling.

j. Ability to understand typical construction, equipment, furniture, other kinds of warranties applicable to the Project and conditions/activities which may adversely impact those warranties.

k. General knowledge of major building systems and their operation and maintenance.

l. Familiarity with environmental laws and concerns.

m. Familiarity with proper procedures for handling, storing and abating hazardous materials.

n. Familiarity and practical experience with the State of Connecticut, Department of Administrative

Services, Office of School Facilities change order process.

o. Thorough knowledge of the roles and interactions of the members of the Project Team.

p. Basic writing and computer skills.

q. Excellent interpersonal communications skills.

r. Experience with State of Connecticut Department of Administrative Services (DAS) Office of

School Construction Grants & Review (OSCG&R) process and administration with particular emphasis on assisting public schools to facilitate maximum reimbursement and timely progress payments.

5. REQUIREMENTS FOR RESPONSE TO REQUEST FOR QUALIFICATIONS

Responses to the Request for Qualifications shall provide sufficient information to allow the RSBC to evaluate the proposer’s approach, experience, staff, availability and overall qualifications to provide the

Owner’s Representative Services.

The response to the Request for Qualifications, which shall be submitted in a separate sealed properly marked envelope, shall:

A. Provide the name, address, telephone number and email address of the proposer. If the proposer is an entity, also provide the name(s) of the owners/principals of the entity and the name(s) and position of the individual employee(s) who will provide the Owner’s Representative Services (the

“Representative” or “Representatives”).

B. Be signed by a duly authorized officer of the proposing firm with the authority to commit the firm.

C. Provide a resume for the proposer. If the proposer is an entity, provide a resume(s) for the

Representative(s) who will be directly responsible for providing the services described in this

RFP.

D. List past projects and references which the proposer feels evidence that the proposer and, as applicable, the Representative is qualified to perform the Owner’s Representative

Services. Provide project dates with a focus on public, education-focused projects completed within the last five (5) years.

E. Describe the proposer’s experience with LEED certification on previous projects, including if possible, both new construction and renovation projects. Describe proposer’s experience with net zero emissions buildings.

F. Describe the proposer’s experience with ADA implementation and retrofitting on previous projects, including examples from both new construction and renovation projects.

G. Provide information on proposer’s current workload and how the proposer intends to timely perform the Owner’s Representative services given such workload.

H. Based on the proposer’s past experience, provide an estimate of the number of hours per week that proposer would anticipate spending on the Project for each phase of work.

I. Describe the methods and software the proposer would use to maintain the Project schedule and meet the requirements of the RSBC.

J. Include a statement of proposer’s insurance coverage (type, and dollar amount of coverage) consistent with or broader than the insurance requirements set forth on Exhibit C. Proof of compliance with the insurance requirements contained in Exhibit C will be required prior to the award of any contract in connection with this RFP.

K. Include signed unconditional and unmodified Acceptance of Contract (Exhibit 1).

L. Include completed and signed Non-collusion Affidavit (Exhibit 2).

Any proposal submitted in response to this RFP that does not include all of the foregoing items may render such submission incomplete, nonresponsive and subject to rejection by the RSBC.

6. REQUIREMENTS FOR RESPONSE TO REQUEST FOR PROPOSALS

Responses to the Request for Proposals, which shall be submitted in a separate sealed properly marked envelope, shall include a completed fee schedule in the form attached hereto as Exhibit D reflecting a total fixed hourly fee for all of the Owner’s Representative Services and an allocation of such fee by Project phase as reflected on Exhibit D. All task amounts shall be all inclusive sums which include, without limitation, all associated meetings, progress reports and direct costs (travel, mileage, per diem, communications, etc.). Other than as are included in the fixed hourly fee, the contract awardee shall not be entitled to reimbursement for any costs or expenses associated with the performance of the Owner’s

Representative of the Works Services. The Owner’s Representative will maintain a record of all hours expended on Owner’s Representative Services throughout the duration of the Project and shall provide such records to the RSBC upon request.

7. SELECTION/EVALUATION PROCESS

First, the RSBC shall review all responses to the Request for Qualifications and determine those proposers that are qualified to perform the Owner’s Representative Services based on the responses to the Request for Qualifications, the qualifications described in Section 3 above and, the criteria set forth below (not necessarily listed in order of importance):

• Proposer’s (and, as applicable Representative’s) proven skills and technical experience

• Proposer’s (and, as applicable Representative’s) recent past experience in performing similar services for similar projects

• Proposer’s (and, as applicable Representative’s) experience and expertise with the State of

Connecticut Department of Administrative Services (DAS) Office of School Construction Grants

& Review (OSCG&R)

• Proposer’s Project Management approach to be applied

• Quality of references from past clients

The RSBC shall have the right to take such steps as it deems necessary to determine the ability of the proposer to perform the Owner’s Representative Services and the proposer shall furnish the RSBC with information and data for this purpose as the RSBC may request. The right is reserved to reject any proposal where, on investigation, the evidence or information submitted by such proposers does not satisfy the RSBC that the proposer is qualified to carry out the Owner’s Representative Services properly and in accordance with the terms of the Contract.

Second, the RSBC will evaluate the responses to the Request for Proposals submitted by those proposers deemed to be qualified by the RSBC and determine the most responsible qualified proposers. The RSBC may interview some or all of the most responsible qualified proposers and reserves the right to negotiate with one or more of such proposers regarding the tasks, staffing, schedule, and fee proposal submitted by such proposers. Negotiations may be formally terminated if they fail to result in agreement within a reasonable time period.

RSBC shall select, from the most responsible qualified proposers, the proposer for Contract award that it determines, in its sole discretion, to be the most qualified responsible proposer for the Project and whose selection would best serve the interests of the Board and the RSBC. A proposer’s fee and hourly rates will only be one of the criteria considered by the RSBC in the evaluation of the proposals and the awardee will not necessarily be the proposer that proposes the lowest fee/rates.

8. QUESTIONS

Questions by proposers concerning this RFP will be received only by email directed to bid_department@greenwich.k12.ct.us. In the “Subject” line you must put RFP #2581-26 Owner’s Rep.

for OGS. All questions must be received no later than August 6, 2026 by 12:00 noon and all responses will be posted to the website no later than August 14, 2026 by 3:00 p.m.. Failure to comply with these conditions will result in the proposer waiving his/her right to dispute the proposal specifications and conditions.

9. CONTRACT

The contract attached hereto as Exhibit B (the “Contract”) is the form of contract that the contract awardee will be required to execute and deliver to the RSBC within five (5) days after delivery of such contract to the contract awardee. By submission of proposals in response to this RFP, each proposer agrees that the terms and conditions set forth in the Contract are satisfactory and, if awarded the Contract, to execute such

Contract in accordance with the foregoing and in accordance with Exhibit 1, Acceptance of Contract, attached hereto. The RSBC reserves the right to modify the Contract as would be in the best interest of the

Board of Educations and the RSBC.

10. GENERAL TERMS AND CONDITIONS

A. Tax:

No amount shall be added for the Connecticut State Tax or Federal Tax. The Greenwich Public School system is exempt from payment of taxes imposed by the Federal Government and/or State of

Connecticut. Taxes must not be included in the proposal price.

mailto:bid_department@greenwich.k12.ct.us.

B. Non-Resident Contractors:

Pursuant to Connecticut General Statutes §12-430(7), as amended by Connecticut Public Act #11-61, Section 66, a nonresident contractor shall comply with the State of Connecticut’s bonding requirements.

C. Collusion Among Proposers:

More than one offer from an individual, firm, partnership, corporation or association under the same or different name will be rejected. Reasonable grounds for believing that a proposer is interested in more than one proposal for the services contemplated will cause rejection of all proposals in which the proposer is interested. Any or all proposers will be rejected if there is any reason for believing that collusion exists among the proposers.

Participants in such collusion may not be considered in future offers for the same services. Each proposer shall submit as part of its proposal, an executed Non-Collusion Affidavit which is attached to this RFP as Exhibit 2.

D. Employment Discrimination by Contractor Prohibited:

Harassment and discrimination on the basis of race, color, religious creed, age, marital status, military or veteran status, national origin, sex, ancestry, sexual orientation, or past or present physical or mental disability in accordance with Titles VI, VII of the Civil Rights Act of 1964, Title IX of the Education

Amendments Act of 1973, Section 504 of the Rehabilitation Act of 1973, the Americans with

Disabilities Act of 1991 and applicable state laws is prohibited by the RSBC and shall be prohibited by the contract awardee.

The contract awardee agrees to post in a conspicuous place, available to employees and applicants for employment, notices setting forth the provisions of this nondiscrimination clause. The contract awardee, in all solicitation or advertising for employees placed by or on behalf of the awardee, will state that such awardee is an Equal Opportunity Employer.

Notices, advertisements, and solicitations placed in accordance with Federal Law, rules or regulations shall be deemed sufficient for the purpose of meeting the requirements of this section.

E. Use of Alcohol, Drugs and Tobacco:

Consumption or use of alcohol and/or drugs is prohibited on school property. Any individual with alcohol or drugs will be removed from said property. Smoking is prohibited in all school buildings and on school grounds.

F. Student Contact Prohibited:

Under no circumstances will the scope of the Owner’s Representative Services require any student contact. The contract awardee, its employees, agents and representatives are prohibited from making any verbal, physical, telephonic or electronic contact of any kind with any student or any other minor person on school property including, without limitation, the Project site, whether inside or outside of any school facility.

G. Project Funding:

The obligations of the Board and the RSBC under any contract executed by or on behalf of the Board in connection with this RFP are conditioned upon and subject to the appropriation of funds for the

Project on an annual basis.

H. Background Checks:

The Proposer is required to do Employee Background Checks as imposed by Section 2 of Public Act

16-67, which amended Conn. Gen. Stat. 10-222c.

I. RFP Withdrawal:

The RSBC reserves the right to withdraw this Request for Proposals (“RFP”) at any time prior to execution of a contract awarded in connection herewith, to accept or reject any or all proposals or any part thereof, to waive defects in same, to waive technicalities, to accept any proposal and to award the contract or contracts, to the proposer or proposers that the RSBC, in its sole discretion, determines to be the most responsive, qualified, and responsible proposer (which may not be the proposer submitting the lowest priced proposal), and which award would be in the best interests of the RSBC and the Board.

EXHIBIT A

SCOPE OF OWNER’S REPRESENTATIVE SERVICES

The Owner’s Representative will work in cooperation with the RSBC and the Project Team to administer the construction of the Project, to assist in ensuring that the Project is timely constructed in accordance with the “Contract Documents” as such term is defined in the Construction

Management (CMA) Agreement, and to facilitate maximum reimbursement and timely progress payments under the Grant. The RSBC will provide the Owner’s Representative with a reasonable working accommodation such as a desk within an office or portable jobsite trailer during the construction phase including power, heat, telephone, and data (the “Site Office”). The Owner’s

Representative is expected to spend a minimum of one (1) day per week on the Project site, depending on site activities.

As part of the services the Owner’s Representative shall:

Phase 1 — Preconstruction:

a. Develop an org chart showing who approves what decisions, orders, etc

b. Assist with construction manager and other owner’s consultants hiring process including contract type and qualifications

c. Assist with budget management and estimating

d. Assist with Architectural and Engineering selection and contract negotiation, as applicable

e. Review Architectural, Engineering and any other consultant contracts hired by the Project

Team, pay requests, and change orders

f. Assist with value engineering the Project once construction bids have been received and throughout construction as required.

g. Assist with procurement of other vendors

h. Assist with the Commissioning Agent

i. Conduct Plan Review - State SD, DD, CD, DD and CD QA/QC Plan Review

j. Check for the drawings to be coordinated

k. Develop, maintain and report a project schedule (hereafter referred to as the “Project

Schedule”) which includes but is not limited to the following events:

• architectural design and construction milestones

• timeline for meetings with stakeholders such as neighborhood associations

• timelines for various required State and town approvals (ie, Municipal

Improvement, Planning & Zoning, Architectural Review Committee, etc.)

• timelines for State and town financing requirements

• timelines for required preliminary investigations such as soil testing, survey updates, wetlands investigations, etc.

• timelines for hiring specific consultants (ie. Landscape Architect, etc.)

• timeline for phasing construction for minimal disruption to the continuous use of the existing classrooms, playgrounds, etc.

• post construction commissioning milestones

• timeline for all post construction State construction grant closeout filings including closeout

• timeline for LEED certification filings / approvals

• timeline for occupancy of new and existing structures/playgrounds, etc.

l. Keep meeting agendas and minutes, an issue log, risk register, draft and update a project schedule. Project Schedule updates shall be delivered to the Project Team at least monthly.

m. Assist with Phasing Plans and Site Logistics

n. Assist with Zoning

o. Assist with Permitting

p. Assist with Eversource and Other Utilities Incentives that may be applicable

q. Immediately notify the RSBC, the Project Team and others of any work on the Project which, in the opinion of the Owner’s Representative, is substandard or otherwise not in accordance with the Contract Documents. Document such work with photographs, measurements etc., as appropriate.

r. Develop and maintain a digital repository as well as a hard copy of all closeout documents.

Phase 2 — Construction:

1. Attend meetings with the RSBC, Board, Town, Project Team and others as necessary or otherwise requested by the RSBC including, without limitation, participation in public presentations.

2. Develop a thorough understanding of, and familiarity with, the purpose of the Project and the needs, requirements and policies of the RSBC and the Board of Education.

Coordinate communications between the RSBC, Administration, the Board of Education, and the Project Team regarding Project related activities so as to minimize disruption of school operations.

Regularly report to and communicate with the RSBC regarding the status of the Project. As directed by the RSBC, communicate with the Project Team and others.

a. By the 5th of each month, provide a forward-looking written report to the RSBC outlining construction progress expected for the coming month, decisions to be made, pending change orders and anything else that may be relevant.

b. By the 15th of each month, project a status of construction progress for the prior month, decisions made, change orders approved or rejected, construction photos, claims made, daily logs and anything else relevant to the Project.

c. Weekly, prepare or update an agenda or “hot list” of open items that need to be addressed, including any new material proposed Change Orders

5. Continuously observe the construction of the Project so as to determine that it is generally proceeding in accordance with the Contract Documents and the Project schedule. Ensure Project meeting minutes and Field Observation Reports by the Construction Manager and Architect are issued within 3 business days following project meetings.

6. Maintain “Project Records” at the Site Office, or another location as mutually agreed, in an orderly manner as directed by the RSBC. “Project Records” shall include, without limitation, copies of all correspondence concerning the Project, meeting minutes or summaries of meetings, lien releases, and any other Project related documentation. The Owner’s Representative will maintain separate Project files for Architect’s and other RSBC Consultant’s Change Requests, approved and rejected Change Orders, Architect’s and other RSBC Consultant’s requisitions for payment and documents related to submittals to and requests for payments from the OSCGR.

Confirm that the Construction Manager is maintaining current and updated records of the Contract

Documents, Project construction schedule, Change Orders, test results, permits, inspection reports, insurance policies and shop drawings.

7. Review Construction Manager’s electronic log of all daily activities including daily progress, weather conditions, visitors, inspectors, sub-contractors on site, nature and location of work performed, and site safety incidents as reported by the Construction Manager in its daily logs and daily reports.

8. As requested by the RSBC or a member of the Project Team, meet and accompany inspectors from local, state or federal agencies having jurisdiction over the Project during the inspection process, immediately report the results of such inspections to the RSBC and the Project

Team and, thereafter, monitor any and all corrective actions.

Observe all testing that takes place on the Project site, and maintain records of such testing and test reports at the Site Office. Work with Commissioning Agent to ensure that appropriate tests are conducted to meet requirements of Enhanced Envelope Commissioning under LEED criteria

Silver.

10. Review field reports from the Architect and other design professionals and monitor any and all corrective actions taken.

11. If requested by the RSBC or a member of the Project Team, observe and inspect materials delivered to the Project site to be incorporated in the Project to ensure that such materials are those specified in the Contract Documents (or properly approved substitutes), are in good condition and are free of defects.

12. If requested by the RSBC or a member of the Project Team, monitor the proper storage of materials, including any off-site storage and report any issues with the materials or storage to the

Construction Manager. Notify the RSBC if, in the Owner’s Representative's opinion, any materials should be replaced due to damage from storage.

13. Immediately notify the RSBC, the Project Team and others of any work on the Project which, in the opinion of the Owner’s Representative, is substandard or otherwise not in accordance with the Contract Documents. Document such work with photographs, measurements etc., as appropriate.

14. Immediately report to the RSBC and the Project Team any conditions that may result in a delay of completion of the Project.

15. Upon Substantial Completion of the Project as certified by the Architect, assist the Project

Team in the development of a punch list of items to be completed or corrected to achieve final completion of the Project. Monitor the status of the punch list and inform the RSBC of such status of the punch list on a weekly basis at a minimum.

16. Monitor and inspect the installation of equipment, material and furnishings. Sign delivery slips for all furniture, fixtures and equipment deliveries to the Project site.

17. Participate in final inspection, close-out, and systems start-up and commissioning for the

Project.

18. Assist in the coordination of access to various parts of the new facility and the Project site by the Construction Manager, its subcontractors and by the occupants.

19. During occupancy of the Project site, observe building conditions. Notify the RSBC and report in writing to the RSBC and the Project Team of any unsafe condition(s) observed during the Owner's Representative’s site visits.

20. Receive and inventory keys, special tools, filters, spare parts, and similar items for transfer to the RSBC.

21. Review the pencil draft of all Applications for Payment submitted by the Construction

Manager with the Architect and the Construction Manager. Upon a consensus of the Construction

Manager, the Architect and the Owner’s Representative on the penciled draft or a modification thereof, the Owner’s Representative will sign the final document indicating the Owner’s

Representative’s approval. The Owner’s Representative will be responsible for obtaining the written approval of the RSBC Chairman as regards each Application for Payment prior to indicating the Owner’s Representative’s approval of such Application for Payment.

22. Receive and review as-built drawings for transfer to the RSBC, as applicable.

23. Receive, review, maintain and compile technical manuals, operator's manuals, manufacturer's instructions, warranties, guarantees and similar documents for transfer to the

RSBC.

24. Assist the RSBC, and the Project Team Take primary responsibility forin compiling, submitting and tracking of all documents required by the State of Connecticut’s Office of School

Construction Grants & Review (OSCGR) for the RSBC and the Project Team. This includes, but is not limited to, any supplemental or revised filing of the SCG-049 Grant Application and all components and documentation necessary to receive Grant Approval.

a. Once the Grant is approved, assist the RSBC and the Project Team and any other RSBC

Consultants in navigating and abiding by all aspects of the Grant requirements so as to maximize state reimbursement to the Town.

b. Assist RSBC and the Project Team in preparing, presenting, processing and tracking of any and all Change Orders (SCG-042CO) to the OSCGR.

c. Assist RSBC and the Project Team in presenting, processing and tracking all progress reports that may be required.

d. Assist the RSBC and the Project Team in reconciling payment applications to the OSCGR and Applications for Payment from the Construction Manager or other vendors so as to minimize the time between the payment to the Construction Manager or vendors and the

Board’s/Town’s receipt of reimbursement from the OSCGR in connection therewith.

e. Assist in reconciliation and forecasting of cash flow.

f. Assist the RSBC and the Project Team in compiling all documentation, as-builts, warranties, guaranties, lien waivers and any other documents required by the OSCGR for the Final Audit and release of Retainage.

g. Work with the Architect, Construction Manager, and Commissioning Agent to ensure that required systems commissioning is completed in a thorough and timely manner.

h. Work with the Construction Manager and Commissioning Agent to ensure that the

Building Operations Manual for all building systems and mechanical aspects of the

Project is complete and that training on building systems and mechanicals is conducted in a thorough and timely manner.

i. Track and maintain balances on construction and professional contracts.

j. Track and maintain balances of funds for the project.

k. Review and advise on any claims that may be submitted by any vendors, contractors, or other impacted persons.

EXHIBIT D: FEE SCHEDULE

Cost Sheet must be put in a separate envelope

HOURLY RATES

2026/2027 2028/2029 2030//2031 2027/2028 2029/2030 2031/2032

PRINCIPAL-IN-CHARGE: $ $ $

PROJECT MANAGER: $ $ $

ASST. PROJECT MANAGER: $ $ $

STATE REGULATORY

SPECIALIST: $ $ $

ADMINISTRATIVE SUPPORT: $ $ $

COST ESTIMATOR: $ $ $

FIRM NAME:

EXHIBIT 1

ACCEPTANCE OF CONTRACT

As a condition of satisfying the minimum qualifications of the RFP #2581-26 issued by the Riverside

School Building Committee for Owner’s Representative Services, the undersigned, as part of its submission in response to that RFP, hereby accepts the terms and conditions of the sample Contract included and attached to the RFP as Exhibit B, without exception, and will execute the same within five

(5) days after the completed contract is received by the undersigned.

By: _______________________________________

____________________, Its _______________________

Date

REQUEST FOR PROPOSAL #2581-26 DEADLINE: 8/20/26 at 10:00 a.m.

Owner’s Representative Services for the Riverside School

REPLY SHEET (Page 1 of 2)

STATEMENT OF NON-COLLUSION

In submitting this bid/proposal, the undersigned declares that this is made without any connection with any persons making another bid/proposal on the same contract; that the bid/proposal is in all respects fair and without collusion, fraud, or mental reservation; and that no elected or appointed official of the Town, or any person or entity in the employ of the Town, is directly or indirectly interested in said bid/proposal or in the supplies or work to which it relates, or in any portion of the profits thereof, except as permitted under the Town of Greenwich Code of Ethics.

CODE OF ETHICS

In submitting this bid, the undersigned further declares and certifies that a) it has not, and will not induce or attempt to induce any Town of Greenwich employee or officer to violate the Town of Greenwich Code of Ethics in connection with its offer to provide goods or services under, or otherwise in the performance of, such contract, and b) if an elected or appointed official or any person in the employ of the Town has a direct or indirect interest in Vendor or any supplier or Subcontractor expected to be involved with the contract, such person or entity is in compliance with the safe harbor procedures established by the Town of Greenwich Board of Ethics or has received an advisory from the Town’s Board of Ethics with respect to such involvement.

The undersigned further understands that the above declarations are material representations to the Town of Greenwich made as a condition to the acceptance of the bid/proposal. If found to be false, the Town of Greenwich retains the right to reject said bid/proposal and rescind any resulting contract and/or purchase order and notify the undersigned accordingly, thereby declaring as void said bid/proposal and contract or purchase order.

The Town of Greenwich Code of Ethics can be found at www.greenwichct.gov. Relevant provisions of the Town’s Code of Ethics state:

Section 2. DEFINITIONS. (1) Indirect interest, without limiting its generality, shall mean and include the interest of any subcontractor in any prime contract with the Town and the interest of any person or his immediate family in any corporation, firm, or partnership which has a direct or indirect interest in any transaction with the Town. (2) Substantial financial interest shall mean any financial interest, direct or indirect, which is more than nominal, and which is not common to the interest of other citizens of the Town. (3) Town officer shall mean and include any official, employee, agent, consultant, or member, elected or appointed, of any board, department, commission, committee, legislative body, or other agency of the Town. (4) Transaction shall mean and include the offer, sale, or furnishing of any real or personal property, material, supplies, or services by any person, directly or indirectly, as Vendor, prime contractor, subcontractor, or otherwise, for the use and benefit of the Town for a valuable consideration, excepting the services of any person as a Town officer.

Section 3. GIFTS AND FAVORS. No Town officer or his immediate family shall accept any valuable gift, thing, favor, loan, or promise that might influence the performance or nonperformance of his official duties.

Section 4. IMPROPER INFLUENCE. No Town officer having a substantial financial interest in any transaction with the Town or in any action to be taken by the Town shall use his office to exert his influence or to vote on such transaction or action.

By signing below, the undersigned acknowledges reviewing and understanding the Non-Collusion and Code of Ethics statements contained herein and confirms compliance with the contents:

AUTHORIZED SIGNATURE: ___________________________________________________

PRINT NAME: ________________________________________________________________

BIDDER’S COMPANY NAME: __________________________________________________

http://www.greenwichct.gov/

REQUEST FOR PROPOSAL #2581-26 DEADLINE: 8/20/26 at 10:00 a.m.

Owner’s Representative Services for the Riverside School REPLY SHEET (Page 2 of 2)

BIDDER INFORMATION:

BIDDER’S COMPANY NAME __________________________________________________

ADDRESS ____________________________________________________________________

TELEPHONE # ____ FAX #

E-MAIL ADDRESS ____________________________________________________________

WEBSITE ___________________________________________________________________

AUTHORIZED SIGNATURE ___________________________________________________

PRINT NAME ________________________________________________________________

TITLE _______________________________________________________________________

STATE OF CT TAXPAYER ID # _________________________________________________

FEDERAL TAXPAYER ID # ____________________________________________________

INCORPORATED IN THE STATE OF Corporate Seal Yes No

AWARD/CONTRACT SIGNATURE

The Bidder shall indicate below, the full name, title, and the complete mailing address of the authorized person (i.e., officer of the company) who will sign the contract (if applicable) for this procurement:

THE FOLLOWING PAGES ARE A SAMPLE COPY OF THE TOWN

OF GREENWICH CONTRACT FOR YOUR REVIEW. YOU MUST

BE ABLE TO SIGN THIS CONTRACT AND MEET THE

NECESSARY INSURANCE AS REQUIRED BY THE TOWN OF

GREENWICH IN ORDER FOR YOUR PROPOSAL TO BE

CONSIDERED.

State of Connecticut EXHIBIT B

Town of Greenwich

Contract

Town Department: Greenwich Public Schools Contract No.:

Division: Account Name:

Name and Account Code Address Total Amount Of of Contract Contractor

This Agreement made this ____ day of _______2026 between Greenwich Public Schools, Town of Greenwich, hereafter called the Owner and ______________ hereafter called the Contractor.

Witnessed as follows:

1. The Contractor agrees to furnish materials and perform services as shown in specifications and contract documents hereto attached and made a part hereof, and consisting of numbered pages from 1 to .

2. The Owner agrees to pay the price designated for such materials and services upon certification by the proper agent of the Owner.

3. This contract shall not be valid until approved by the Town Attorney and countersigned by the Town Comptroller.

GREENWICH PUBLIC SCHOOLS,

TOWN OF GREENWICH

By______________________________________________ Its Chief Financial & Administrative Officer

CONTRACTOR

By_______________________________________________ Its

Approved as to legal sufficiency

Date__________________________________________ _____________________________________________ Assistant Town Attorney

I hereby certify that the estimated amount of this contract does not exceed the unencumbered balances of amounts duly appropriated and against which this contract is chargeable as indicated hereon.

Date_________________________________________ ______________________________________________ Comptroller

PERSONAL SERVICE AGREEMENT

Contract No.

THIS AGREEMENT made and entered into this day of _____________, by and between

GREENWICH PUBLIC SCHOOLS, Town of Greenwich, Connecticut, (hereinafter referred to as

“Owner”), acting herein by the undersigned official, and ________________________

(hereinafter referred to as “Contractor”), whose principal office is located at

___________________________________________, acting herein by

__________________________ its ___________________, hereunto duly authorized. Owner and

Contractor are sometimes referred to herein individually as a "Party" and collectively as the

"Parties."

W I T N E S S E T H:

WHEREAS, the Owner contemplates:

WHEREAS, the Owner desires to retain the services of the Contractor to perform the following work:

NOW THEREFORE, in consideration of the mutual covenants and agreements herein contained, the parties agree as follows:

1. Describe services to be performed: Services as described in the attached Exhibit(s) __ and ____.

2. Describe method and terms of payment:

Contractor shall invoice the Owner on a service rendered basis. Contractor shall send all invoices via electronic mail to accountspayable@greenwich.k12.ct.us. Contractor agrees to accept payment through Electronic Funds Transfer (EFT) via Automatic Clearing House (ACH) for all services rendered. Such payments will be made by the Owner net 30 days after receipt of invoice and acceptance and approval by the Owner, for all services actually rendered.

3. This Contract consists of:

Personal Service Agreement (pp.1-7);

Exhibit A, Insurance Requirements & Certificate of Insurance (pp.8-10);

Other exhibit(s) (yes/no) entitled B (pp. );

Other attachment(s) (yes/no) entitled (pp. );

for a total number of numbered pages, hereinafter collectively referred to as the “Contract.”

4. Any conflict between this Agreement and any invitation to bid, request for proposal, bid or response to request for proposal, including any accompanying addenda, shall be resolved in favor of this Agreement, with the exception that any provision in any invitation to bid, request for proposal, bid or response to request for proposal, including any accompanying addenda, mailto:accountspayable@greenwich.k12.ct.us that is attached as an exhibit to this Agreement, which exhibit provides for a higher standard of obligation of service by Contractor, shall control as to the standard of obligation and service required of the Contractor and shall thereby supplement this Contract.

5. The Owner may at any time, and for any reason, direct the discontinuance of the services and work contemplated under this Contract for a period of time. Such direction shall be in writing and shall specify the period during which the work shall be discontinued. The work shall be resumed on the dates specified in such direction, or upon such other date as the Owner may thereafter specify in writing. The period during which such work shall have been discontinued shall be deemed added to the time for performance. Stoppage of work under this article shall not give rise to any claim against the Owner.

6. The service and work contemplated under this Contract shall be completed in full on or before _________, with four (4) one-year options to extend the contract, annually by written notice to the Contractor, at the discretion of Greenwich Public Schools.

7. Owner shall designate in writing a person to act as the Owner’s representative with respect to the work to be performed under this Agreement. Owner’s designated representative shall have complete authority to transmit instructions, receive information, interpret, and define the

Owner’s policies and decisions with respect to materials, equipment, elements, and systems pertinent to the work covered by this Agreement.

8. Owner may at any time and for any reason terminate this Contract by written notice specifying the termination date, which shall be not less than seven (7) days from the date such notice is given. In the event of such termination, services shall be paid for in such amount as shall compensate for the portion of the work satisfactorily performed prior to termination. Such amount shall be fixed by the Owner after consultation with the Contractor and shall be subject to audit by the Owner’s Comptroller. Termination under this section shall not give rise to any claim against the Owner for damages for compensation in addition to that provided hereunder.

9. It is the intent of this Contract to secure the personal services of the Contractor or a duly authorized and competent representative(s) of the Contractor acceptable to the Owner.

Failure of the Contractor for any reason to make the personal service of such a person available to the Owner to the extent necessary to perform the services required, skillfully and promptly, shall be cause for termination of this Contract.

10. The Contractor shall not assign this Contract without prior consent of the Owner in writing.

11. In the event of death or disability of the principal of the Contractor, any qualified partner or associate of the Contractor may be authorized, at the option of the Owner, to continue to perform and complete all the terms, covenants and provisions contained in this Contract.

12. If the Contractor has been delayed and as a result will be unable, in the opinion of the Owner, to complete performance fully and satisfactorily within the time allowed herein, the

Contractor, upon submission of evidence of the cause of the delay, satisfactory to the Owner, shall at the discretion of the Owner, be granted an extension of time for performance equal to the period that the Contractor was actually and necessarily delayed.

13. When the Owner shall have reasonable grounds for believing that a) the Contractor will be unable to perform this Contract fully and satisfactorily within the time fixed for performance, or b) a meritorious claim exists or will exist against the Contractor or the Owner arising out of the negligence of the Contractor or the Contractor’s breach of any provision of this

Contract, then the Owner may withhold payment of any amount otherwise due and payable to the

Contractor hereunder. Any amount so withheld may be retained by the Owner for such period as it may deem advisable to protect the Owner against any loss and may, after written notice to the

Contractor, be applied in satisfaction of any claim herein described. This provision is intended solely for the benefit of the Owner. No person shall have any right against the Owner or claim against the Owner by reason of the Owner’s failure or refusal to withhold monies. No interest shall be payable by the Owner on any amounts withheld under this provision. This provision is not intended to limit or in any way prejudice any other right of the Owner.

14. The acceptance by the Contractor, his successors or assigns, of any payment made on the final requisition under this Contract, or of any final payment due on termination of this

Contract, shall constitute a full and complete release of the Owner from any and all claims, demands and causes of action whatsoever which the Contractor, his successors or assigns, have or may have against the Owner under the provisions of this Contract.

15. The Contractor shall not assert any claim arising out of any supervisory act or omission by any agent, officer, or employee of the Owner in the execution or performance of this

Contract against any such agent, officer, or employee. The Contractor shall require each person supplying labor or materials to the Contractor to agree in writing to the Contractor not to make any claim against the Owner, its officers, agents, or employees by reason of such labor or materials, or by reason of any acts or omissions of the Contractor.

16. The Contractor shall indemnify and save harmless the Owner and its officers, agents, servants and employees, from and against any and all claims, demands, suits, proceedings, liabilities, judgments, awards, losses, damages, costs and expenses, including attorneys’ fees, on account of bodily injury, sickness, disease, death or other damages, sustained by any person or persons; injury or damage to or destruction of any property, directly or indirectly arising out of, relating to, or in connection with the work called for…