RFP952700-01 - Addendum #01.pdf

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Attached to
HHS Cherokee Mental Health Institute Four Corner Elevator Replacement
Solicitation number
RFP952700-01
Issued by
Carroll County, Iowa

About this file

This is Addendum #01 for Request for Proposals 952700-01 issued by the Iowa Department of Administrative Services (DAS) in conjunction with the Cherokee Mental Health Institution (CHMHI) for professional design services related to elevator replacement. The addendum addresses questions submitted by prospective design firms and documents minutes from the pre-proposal conference held on March 31, 2026. The project scope involves replacement of the cab and mechanical equipment for Elevator F, a four-stop hydraulic Dover elevator from 1977 located in the Main Building's Four Corner area at CHMHI in Cherokee, Iowa. Design services shall encompass all necessary disciplines (architectural, structural, mechanical, and electrical) with deliverables including site documentation, Basis of Design, design documents at 50%, 95%, and 100% completion phases, permit-ready drawings, bidding assistance, and construction administration through project closeout. The anticipated construction budget is $268,650.00. Key dates include a questions deadline of April 6, 2026, at 2:00 PM, with proposals due April 14, 2026, at 2:00 PM via the Iowa IMPACS Electronic Procurement System. Designer selection and Notice of Intent is scheduled for April 22, 2026, with contract execution anticipated for May 12, 2026, and design kickoff the week of May 19, 2026. The 100% construction documents are due August 6, 2026, with contractor bidding occurring August 7–28, 2026, and construction execution from September 2026 through June 27, 2027. Required site visits include one in-person design kickoff meeting, virtual visits at 50% and 95% construction documents phases, one pre-bid meeting, two construction field observations, and final completion visits.

The Department requests lump sum pricing inclusive of all reimbursables (printing, mileage, travel expenses) broken down by schedule of values across three categories: Construction Documents, Bidding or Negotiation Assistance, and Construction Phase, with an additional unit price per construction inspection visit that will be additive or deductive based on actual visits performed. Respondents must possess professional liability insurance of $2,000,000 with a $25,000 deductible, and provide a project-specific Certificate of Insurance prior to contract execution. The contract will be executed under a modified ConsensusDoc 803 form of agreement. All design work will utilize the State of Iowa's Procore online project management system at no cost to the designer. Respondents must include project-specific schedules, resumes for all assigned technical staff, anticipated hours and rates for each team member, and acknowledgment of the project schedule in their proposals. No set-asides or restrictions limiting competition to disadvantaged enterprises are identified. All design documents become the copyright of the State of Iowa and must be delivered in native computer format and PDF versions upon project completion.

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Addendum 01 for RFP952700-01

Project Name: HHS CHMHI Four Corner Elevator Replacement

DAS RFP#: 952700-01

DAS Project #: 9527.00 Date: 4/3/2026

Proposals Due: April 14th, 2026, at 2:00 pm

Contents:

• Cover Page (1 page)

• Questions (1 Page)

• Meeting Minutes (4 pages)

Questions for - RFP952700-01

1. Do you anticipate a new shaft and/or revised footprint for the elevator or replacement of the cab only.

a) Answer: Replacement of the Cab and Mechanical Equipment.

2. Do you have an anticipated budget for the project?

a) Answer: Construction Estimate: $268,650.00

State of Iowa - Department of Administrative Services 109 SE 13th St.

Des Moines, Iowa 50319 P: (515) 281-7260

Project: 9527.00 HHS CHMHI Four Corners Elevator Replacement

1251 W Cedar Loop Cherokee, Iowa 51012

P: 712-225-2594

RFP Pre-Proposal Minutes: Meeting #1

Meeting Date Mar 31, 2026 Meeting Time 01:00 pm - 12:00 am Central Time (US & Canada)

Meeting Location 1251 W Cedar Loop, Cherokee, IA 51012 – Main Admin Building

Video Conferencing Link

Join Meeting

Overview Meeting to allow prospective design firms to visit the project site, when possible, and learn more about the scope.

Notes

Attachments Exhibit A - Four corner Elevator Replacement.pdf, 9527.00 CHMHI - Four Corner Elevator Replacement - Designer RFP.pdf

Scheduled Attendees

Name Company Phone Number Email Attendance

Jason Neddermeyer Cherokee Mental Health Institution jason.neddermeyer@hhs.iowa.gov Present

Jason Pigott Cherokee Mental Health Institution

P: (712) 225-6949 jpigott@dhs.state.ia.us Present

Jason Bellrichard DCI Group P: (515) 244-5043 jasonb@dcigroup-us.com Present

Travis Hoyle DCI Group P: (515) 244-5043 travish@dcigroup-us.com Conference

Jennie Elliott State of Iowa - Department of Administrative Services jennie.elliott@iowa.gov Present

Introduction

No. Mtg Origin Title Assignment Due Date Priority Status

1.1 1 Introductions Open

Description Attendance

Official Documented Meeting Minutes Tami Mullenix - Stone Group Architects - tamim@stonegrouparch.com Aaron Twedt - OPN - atwedt@opnarchitects.com CMBA - Dan Munch munch.d@cmbaarchitects.com and Adam Van Gorp vangorp.a@cmbaarchitects.com.

Schemmer - Steve Thompson - sthompson@schemmer.com

Project Overview

2.1 1 Scope Review Open

Description Design services shall include:

• The contract for this work will be a modified ConsensusDoc 803. See link on cover page for a sample contract.

State of Iowa - Department of Administrative Services Page 1 of 4 Printed On: Apr 3, 2026 01:43 PM CDT https://teams.microsoft.com/meet/22588744844927?p=IRcFkKjxNXSL7Mw2LF https://storage.procore.com/api/v5/files/us-east-1/pro-core.com/42578-c/2015543-p/01KMZV3S2G2Z5X48YFGY2N5TCT?companyId=87524&projectId=3455102&sig=07d57bc1fa3546a6603ff6cf3ca1d78c47c5d3a35908998ee3ab014181f6008a https://storage.procore.com/api/v5/files/us-east-1/pro-core.com/42578-c/2015543-p/01KMZV3P5JXAY8T5MPSTWYPZKV?companyId=87524&projectId=3455102&sig=8e2911af4097b0c48537ed40386e090099ba9d5e9e01df8ddef399eb706f40e5 mailto:munch.d@cmbaarchitects.com mailto:vangorp.a@cmbaarchitects.com

• All design disciplines necessary to complete the scope of work.

• Attend design kick-off meeting onsite to discuss desired outcome of the project with the Owner, Construction Manager, and Owner’s maintenance staff.

• Use of the State of Iowa‘s construction management software program for uploading all documents, submitting and approving pay apps, and construction administration. The cost for the use of the software is paid by the Owner.

• Project-specific design needs o Conduct site visit to document existing elevator, hoistway, pit, machine room, and supporting systems.

o Develop Basis of Design outlining performance requirements, equipment type, and owner preferences.

o Prepare architectural, structural, mechanical, and electrical design documents for full elevator replacement, including any and all modification to the machine room.

o Provide permit‑ready drawings and respond to plan review comments.

o Assist with bidding, including technical specifications and responses to bidder questions.

o Review elevator contractor submittals and perform periodic construction‑phase observations.

o Coordination with Owner’s lock set and keying requirements

• Design for scope of work. Provide material recommendations based on experience, quality, and price. Recommendations for replacements and upgrades shall include non-proprietary equipment and systems.

• Provide minor drawing work to assist the Construction Manager in the development of hazardous materials bid package. This shall include providing PDF backgrounds for identification, by others, of hazardous materials removal

• Designer shall include any and all survey work required for completion of project.

• Coordinate with State agencies to confirm utilities that may be abandoned as well as shut down requirements where required.

• Provide detailed input of design schedule to Construction Manager for overall incorporation into master schedule.

• Designer shall assist Construction Manager in the evaluation of long lead times.

• Quality control during Design, Preconstruction and Construction.

• Compliance with all Federal, State, and applicable AHJ codes.

• Completion of State building and energy code documents, as required.

• Design review will be conducted at 100% design development documents, 50% construction documents, and 95% construction documents. Dates for design review meetings to be coordinated with the design and project team and set no later than the design kickoff meeting. Review will be conducted with DAS Owner Representative, Construction Manager, and Facility Representative, at a minimum. Drawings, specifications and cost opinions (if applicable) shall be provided at least five days prior to each review meeting.

An additional review meeting may be required at the end if there are discrepancies in cost opinions or constructability review questions.

• Review with the Department of Inspections, Appeals, and Licensing’s Building Code Bureau for approval of plans or exemption from review. All fees associated with the Bureau are the responsibility of the designer.

• Develop and distribute agendas and meeting minutes for all meetings during the design phase.

• Construction drawings, specifications (the Construction Manager will produce Divisions 00 and 01), and addenda.

• Provide bid alternates as determined during the course of design and bid package development.

• Assist Owner and Construction Manager in obtaining bids from qualified contractors.

• Construction administration, including creation of the submittal and closeout items log, review of and responses to submittals and closeout documentation, RFIs, proposal requests, change orders, pay applications, periodic site visits, attendance at project meetings as required, participation / development of contractor punch list, closeout documentation review and approval, certificates of substantial completion, and certificates of final completion, as well as development of Architectural Supplemental Instructions for design revisions, and punch lists within the construction management software program.

• Participation with project team during construction progress meetings as required. Designer shall participate in bi-weekly conference calls during the construction period.

• Field Observation reports, with photos, submitted for each site inspection within five (5) days of the site visit.

• Acknowledgement that all documents are copyright to the State of Iowa and shall be turned over to the State of Iowa in their native computer format. Any ASIs/RFIs/PRs and addendums will be expected to be incorporated before final posting. Both the native computer format and PDF versions shall be uploaded to the construction management software program at the end of the project.

• The Department requests lump sum pricing from the respondents to this RFP, with the lump sum base scope price being inclusive of all reimbursables, such as printing, mileage and travel expenses. The Department requests the fee proposal from the respondents to this RFP be broken down as follows. These breakdown prices will be used as the schedule of values for billing purposes.

o Construction Documents o Bidding or Negotiation Assistance o Construction Phase

Include at minimum the following site/virtual visits:

Meeting #1 - RFP Pre-Proposal Project: 9527.00 HHS CHMHI Four Corners Elevator Replacement

State of Iowa - Department of Administrative Services Page 2 of 4 Printed On: Apr 3, 2026 01:43 PM CDT

In- Person

Virtua l

Design Kickoff/Building Evaluation 1 -

100% Design Development - -

50% Construction Documents - 1

95% Construction Documents - 1

100% Construction Documents - -

Pre-Bid Meeting 1 -

Construction Field Observation 2 -

Substantial Completion/Punch List Development 1 -

Final Completion/Punch List Verification 1 -

One Year Warranty Correction Period Visit 1 -

7 2

Beyond these site visits, each proposing firm shall provide additional visits as they see fit to complete the work of design. In addition to the lump sum pricing, the Department requests a unit price per construction inspection visit. This unit price will be additive or deductive based on the number of actual visits made.

Coordinate how many cost opinions asked for here with the schedule table up above.

Official Documented Meeting Minutes

• Dover hydraulic elevator from 1977

• this is considered a modernization of current elevator, keeping jack and platform, replacing doors, need to add lighting to the shaft to bring up to code.

• Elevator has been inspected yearly

• two way communication in the elevator will need to be provided per code.

• Upgrade all lighting to meet code requirements

• Jason N to provide an existing drawings and inspections available

• Door frame replacements are only needed if required, most are in decent working order. All are grouted in.

2.2 1 Schedule Review Open

Description

• Questions Due to construction.procurement@iowa.gov: 4/6/26 - 2PM

• Addendum Issued: 4/10/26

• Proposals Due: 4/14/26 - 2PM

• Selection of Designer/Issue NOI: 4/22/26

• Execution of 803 Contract: 5/12/26

• Tentative Design Kickoff Meeting: 5/19/26

• 50% CD and budget: To Be Coordinated

• 95% CD: To Be Coordinated

• 100% CD and budget: 8/6/26

• Contractor Bidding: 8/7 - 8/28/26

• Execution of Contractor's Contract(s): 9/14/26

• Submittals, Procurement and Construction: September 2026 - June 27

• Closeout: July 27

State of Iowa - Department of Administrative Services Page 3 of 4 Printed On: Apr 3, 2026 01:43 PM CDT mailto:construction.procurement@iowa.gov:

Official Documented Meeting Minutes

• Hoping for better timeline for construction but will have to evaluate this for lead times for elevator equipment

• Please acknowledge project schedule in your proposals.

RFP Overview

3.1 1 RFP Requirements Review Open

Description

• All questions to be directed to construction.procurement@iowa.gov

• DAS uses Procore online project management system for all projects, at no cost to the designer.

• DAS uses a modified ConsensusDocs 803 Form of Agreement

• DAS requires a project-specific Certificate of Insurance and specifies a Professional Liability policy of $2,000,000 with a deductible of $25,000 o Must note in proposal if deductible is different and provide a letter of financial stability from bank o Must provide COI prior to contract execution

• Ensure the following items are included in the proposal:

o Project-specific schedule o Resumes for all technical staff that will be assigned to the project o Anticipated hours and rates for each person on the design team o Lump sum broken down by schedule of values

• Proposals shall be uploaded through the IMPACS Electronic Procurement System (do not email to Procurement).

o Link and information is in the RFP o Designers will need to register prior to submission o Designer should complete the registration process and ensure the ability to log in as soon as possible to ensure proposals can be submitted on the due date.

o Please make sure the electronic documents submitted contain any required signatures. Digital signatures will be accepted.

Official Documented Meeting Minutes

• When submitting proposal please make sure to submit on the correct project as we have multiple project due at the same time

Conclusion

4.1 1 Designer Questions Open

Description Any questions?

Official Documented Meeting Minutes

• CHMHI to provide any existing plans for this elevator and send to DCI Group to include in addendum.

• DAS/CHMHI would like for design firms to have a elevator consultant

These meeting minutes are believed to be an accurate reflection of those items discussed and the conclusions that were reached during the referenced meeting.

Please contact State of Iowa - Department of Administrative Services if there are any discrepancies or questions with the content of these minutes.

State of Iowa - Department of Administrative Services Page 4 of 4 Printed On: Apr 3, 2026 01:43 PM CDT

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