RFQ

Georgia Institute of Technology Atlanta, Georgia

A Unit of the Board of Regents of the University System of Georgia

Request for

Written Qualifications and Interview to Provide

FY-2023 General Contractor Task Order Services

Bid-Solicitation No. 2029-22R

Issuance Date: December 7, 2021

Caution: The only official source for this document is the one cited in the advertisement.

Not getting this document directly from that source could mean that this document has been superseded by a later version. Only those requesting this document from the advertised source will be included on a mailing list for updates. The Owner is not responsible for any reader’s failure to heed this warning.

QUALIFICATIONS DUE: January 19, 2022 – 1:00 pm

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

Table of Contents

1. Introduction ------------------------------------------------------------------------------------------------- Page 3

1.1. Purpose of Procurement -------------------------------------------------------------------------- Page 3

1.2. Project Objectives ---------------------------------------------------------------------------------- Page 4

1.3. Project Assumptions ------------------------------------------------------------------------------- Page 4

1.4. Definitions of Terms -------------------------------------------------------------------------------- Page 4

2. General Instructions -------------------------------------------------------------------------------------- Page 5

2.1. Selection Process ---------------------------------------------------------------------------------- Page 5

2.2. Pre-submittal Conference------------------------------------------------------------------------- Page 5

2.3. Submittal Instructions ------------------------------------------------------------------------------ Page 6

2.4. Interview of Shortlisted Firms ------------------------------------------------------------------- Page 6

2.5. Scope of Work Overview-------------------------------------------------------------------------- Page 6

2.6. Schedule of Events--------------------------------------------------------------------------------- Page 7

3. Statement of Qualifications - Submission Format and Requirements----------------------- Page 7

3.1. Physical Submittal ---------------------------------------------------------------------------------- Page 7

3.2. Initial Written Submittal Prerequisite Criteria------------------------------------------------- Page 7

3.3. Initial Written Submittal Evaluation Criteria-------------------------------------------------- Page 9

3.4. Contents -----------------------------------------------------------------------------------------------Page 10

4. Evaluation of Written Qualifications to Shortlist & Firm Interviews------------------------------Page 12

4.1. Evaluation of Written Qualifications & Shortlisting ----------------------------------------- Page 12

4.2. Evaluation Criteria for Interview ----------------------------------------------------------------- Page 12

4.3. Personnel ----------------------------------------------------------------------------------------- Page 14

4.4. Services ------------------------------------------------------------------------------------------------Page 14

4.5. Bonding ----------------------------------------------------------------------------------------------- Page 14

4.6. Management Plan ---------------------------------------------------------------------------------- Page 14

4.7. Additional Conditions -------------------------------------------------------------------------------Page 15

5. Final Evaluation & Additional Information ----------------------------------------------------------- Page 16

5.1. Final Evaluation ------------------------------------------------------------------------------------- Page 16

5.2. Additional Information------------------------------------------------------------------------------ Page 16

6. Task Order Fee – Profit Percentage -------------------------------------------------------------------Page 17

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

A Unit of the Board of Regents of the University System of Georgia

Written Statement of Qualifications to provide Task Order Contractor Services.

1 Introduction

1.1 Purpose of Procurement

1.1.1 Georgia Institute of Technology (hereafter "GT" or "Georgia Tech"), A Unit of the Board of

Regents of the University System of Georgia (Owner), is seeking Statements of Qualifications from firms interested in providing Task Order Contractor Services for certain small construction projects at Georgia Tech. This Request for Qualifications (RFQ) seeks to identify qualified potential providers of the above-mentioned services.

1.1.2 GT is responsible for procuring and administering the Task Order Contract(s) for limited services for construction projects in support of GT.

1.1.3 A contract will be issued for an indefinite amount of “as needed” construction orders named “Task Orders.” Each Task Order consists of a Task Order Agreement, with attachments, together with the Master Task Order Contract. The maximum of Task Order Agreements issued, including Change Orders, shall not exceed $5,000,000.00 for this contract.

1.1.4 Contract, if awarded, will be on a blanket order basis. Both performance and payment bonds will be required in an amount equal to 100% for any Task Order Agreement over $100,000.00. The scopes of services may vary from project to project. Projects may consist of, but may not be limited to, certain renovations and related building repair and maintenance work for the various facilities at GT.

1.1.5 The delivery method of each assignment under the Task Order Contract will be a Task Order

Agreement. The Task Order Master Contract will use a Board of Regents contract template with General Requirements from the Construction Management at-Risk (CM), Design-Bid-Build (DBB), or Design-Build (DB) project delivery method.

1.1.6 The successful Task Order Contractor(s) may be offered a contract for Task Order Contractor

Services, which may be valid for a term of one year. Upon mutual written agreement, the Parties may extend this contract for an additional one-year period, up to a maximum of four additional years. No actual work may be contracted between the Task Order Contractor and GT unless a project-specific Task Order Agreement is issued by GT, mutually agreed upon, and executed by the Parties (the BOR project delivery method General Requirements/Conditions [CM-at-Risk, DBB, or DB] will be determined appropriately at this time).

1.1.7 The assigned Task Order Contractor will be under contract to supply construction services, to complete the projects and place users of the facility in occupancy of the facility in a timely fashion. The Task Order Contractor is responsible for completion of all construction set forth in the Task Order Agreement with adherence to project price, schedule, and all other terms and conditions.

1.1.8 Each Task Order Agreement performed will be negotiated based on actual costs plus a universal pre-determined fee percentage (based on a maximum $5,000,000.00/Five Million & 00/100 Dollars) in awards with a not-to-exceed Guaranteed Maximum Price (GMP) and “open book” process. Please note that manifest interim and final billings will be required for all work where a minimum of three (3) competitive bids are not obtained.

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

1.2 Project Objectives

1.2.1 The Task Order Contractor shall competitively select all construction subcontracts and other work appropriate for competitive selection but can, with GT’s approval, select construction subcontractors that will deliver the greatest value to the State of Georgia, Board of Regents, and Georgia Tech.

1.2.2 In selecting a firm, GT will emphasize experience of the firm and of assigned personnel in providing like functions on projects of similar magnitude and complexity. Selection preference will be toward firms that have depths of knowledge and resources for scheduling and budget control, as well as familiarity with state, county, and city laws, ordinances, and codes. Certified Minority Business Enterprises are encouraged to respond to this request.

1.3 Project Assumptions

1.3.1 If the assigned Task Order Agreement calls for it, the Task Order Contractor may be expected to employ a Consultant (Architect/Engineer) to deal appropriately with project conditions and finish the job.

1.3.2 The Task Order Contractor, as a part of its Preconstruction Services, will assist with developing a strategy for the best approach for the successful completion of the project. For example, without limitation, Task Order Contractor will provide guidance and assistance in the preparation of a schedule and a reliable cost estimate.

1.3.3 It is the policy of the Owner and GT not to solicit submittals unless there is a bona fide intention to issue a Contract with the ultimate intent to execute the work; however, submittal is not a guarantee of award.

1.3.4 It is the sincere intention of the Owner and GT to make every effort to be fair and equitable in our dealings with all candidates for selection.

1.4 Definitions of Terms

1.4.1 Whenever the term “RFQ,” is used, the reference is to this Request for Qualifications or portions thereof, together with any exhibits, attachments, or addenda it may contain.

1.4.2 Whenever the terms “shall,” “must,” or “is required” are used in the RFQ, the referenced task is a mandatory requirement of this RFQ. Failure to meet any mandatory requirement will be cause for rejection of a submittal.

1.4.3 Whenever the terms “can,” “may,” or “should” are used in the RFQ, the referenced specification is discretionary. Therefore, although the failure to provide any items so termed will not be cause for rejection, the Selection Committee may consider such failure in evaluating the submittal.

1.4.4 Whenever the terms “apparent successful firm” or “top-ranked firm” or “highest- ranking firm” are used in the RFQ, the reference is to the firm that the Selection Committee ultimately judged to have submitted the case best satisfying the needs of the Owner and Georgia Tech in accordance with the RFQ. The selection of an apparent successful firm does not necessarily mean the Selection Committee accepts all aspects of the firm’s submittal or proposal.

1.4.5 Whenever the term “submittal” is used in the RFQ, the reference is to the response offered by a firm in accordance with the RFQ.

1.4.6 Whenever the term “firm” is used in the RFQ, the reference is to the entity offering a submittal in accordance with the RFQ.

1.4.7 Whenever the term “Selection Committee” is used in the RFQ, the reference is to the Owner and Georgia Tech representatives responsible for administering and conducting the evaluation and selection process of the RFQ.

1.4.8 “Task Order Contract” refers to the construction project delivery method in which, among other things, GT holds contracts with the Construction Manager, and the Construction Manager may or may not hold contracts with the trade contractors, consultants, and design professionals.

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

1.4.9 “Qualifications Submittal” and “Statement of Qualifications” refer to a firm’s response to the RFQ.

1.4.10 “Qualifications-Based Selection” and “QBS” both refer to a procurement process established by Congress in 1972 as a part of the Brooks Act (40 USC 1101 et. seq.), developed as a process for federal agencies to use for the selection of architectural and engineering services for public projects. It is a competitive contract procurement process whereby consulting firms submit qualifications to a procuring entity that evaluates and selects the most qualified firm, and then negotiates the project scope of work, schedule, budget, and consultant fee. Georgia law adopted QBS as appropriate under state law: see Chapter 22 of Title 50 in the Official Code of Georgia.

2 General Instructions

2.1 Selection Process

2.1.1 Georgia Code Title 50 Chapter 22

Selection of the Task Order Contractor will be a multi-step process. GT will generally follow the requirements of Georgia Code Title 50 Chapter 22 with respect to the selection of a Task Order Contractor for the proposed project.

2.1.2 Selection Committee

The selection of the successful Task Order Contractor will be by a Selection Committee comprised of representatives of GT, as appointed by GT. Your contact for information and clarification about the Project must be limited to the chair of the Selection Committee, as identified in Section 2.3.1.

2.1.3 Statements of Qualifications

The Selection Committee will receive and review Statements of Qualifications and performance data in response to the RFQ. *Review of responses by Selection Committee members will result in a shortlist of up to five firms to be interviewed as potential “new” Task Order Contractors. Responses to the RFQ will be evaluated first against a set of weighted criteria, provided below, to determine those firms most qualified and suited for this project. Qualifications alone will narrow the field to a shortlist of finalists of no more than five firms who will be invited to be interviewed virtually. RFQ responses will be due by the time and date shown in the Schedule of Events (Section 2.6), at the email address shown in Section 2.3.1. *Note – the number of shortlisted firms will vary by year in accordance with requirements of GT to maintain an adequate roster of Task Order Contractors to service the needs of the campus. Award of new contracts to returning Task Order Contractors who have exhausted their renewals will be based on evaluations commenting on their performance over the duration of their contract. All returning Task Order Contractors must adhere to the instructions of this advertisement fully in order to be considered for a new contract award.

2.1.4 Interview of Shortlisted Firms

New firms shortlisted will be invited to interview with the Selection Committee. The firms selected for interview will be represented by the Project Manager to be assigned to the GT account and their immediate supervisor (2-individuals from the firm).

2.1.5 Final Ranking of Shortlisted Firms

Candidates interviewed will be ranked to enter into contract negotiations. Ranking will be based solely on qualifications.

2.2 Pre-submittal Conference

There will be a MANDATORY virtual pre-submittal conference for all interested parties to take place at 1:30 PM, Tuesday, December 14, 2021 accessible at the following link: Click here to join the meeting PLEASE NOTE: If you have an active GC task order your attendance is not required and you cannot submit for the current task order advertisement unless you are out of renewals. If you do not sign-in for this mandatory pre-submittal conference at the appointed day/time, you will not be eligible to submit a qualification package.

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

2.3 Submittal Instructions

2.3.1 Please refer to Section 3 for further instructions on the Request for Qualifications format.

No submittals will be accepted after the time set for receipt in the Schedule of Events (Section 2.6). Qualifications must be submitted via e-mail to the following address:

jennifer.disotell@facilities.gatech.edu, Attention: Jennifer Disotell

2.3.2 Except for submission of questions, discussed further below, proposers shall not contact any members or employees of the Owner or GT regarding any aspect of this procurement until after the award of the contract. Contact with these persons could be grounds for elimination from the competition.

2.3.3 Questions relating to the RFQ may be asked at the mandatory pre-submittal virtual conference. Other questions must be submitted in writing via e–mail to jennifer.disotell@facilities.gatech.edu, Attention: Jennifer Disotell by January 4, 2022 and will be answered by January 11, 2022.

2.3.4 All questions from the pre-submittal conference, as well as any questions that have been submitted in writing before the deadline, will be compiled and answered in writing. The deadline for submission of questions relating to the RFQ is the time and date shown in the Schedule of Events (Section 2.6). Answers will be posted on the Georgia Procurement Registry.

2.3.5 It is the responsibility of each submitter to examine the entire RFQ, seek clarification in writing, and review its submittal for accuracy before submitting their qualifications. Once the submission deadline has passed; all submissions will be final.

2.4 Interview of Shortlisted Firms

After receipt of the qualification submittals, up to five firms judged most qualified based on the information submitted will be invited to participate in an interview with the Selection Committee. The firm will put forward the Project Manager they intend to assign to the GT account for the management of the Task Order Agreements and that person will be accompanied by their immediate executive supervisor for a 60-minute interview.

2.5 Scope of Work Overview

The Task Order Contractor will provide cost estimates and cost evaluation, value engineering recommendations, design analysis, constructability reviews, and technical input on methods of construction, materials, details, and subcontractor bidding packages. The Task Order Contractor shall also develop and maintain a master project schedule. During the execution of a Task Order Agreement, Task Order Contractor will be responsible for the following things, without limitation:

methods of construction safety programs general conditions prequalification of potential subcontractors performance of all work certification of work-in-place analysis of change order requests payment requests coordination and scheduling of all work of all construction contracts and miscellaneous contracts required for the completion of the project within the predetermined budget and schedule

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

2.6 Schedule of Events

The following Schedule of Events represents GT's best estimate of the schedule that will be followed.

GT reserves the right, at its sole discretion, to adjust this schedule as it deems necessary. Notification of any adjustment to the Schedule of Events shall be provided to all who have requested this RFQ.

EVENTS

DATE

TIME

1. GT issues advertisement

No Later Than 12/07/21

2. GT conducts MANDATORY pre-submittal virtual interview for all interested firms

12/14/21

1:30 PM

3. Deadline for written questions and clarifications on Request for Qualifications

01/04/22

5:00 PM

4. GT issues final addendum to answer questions/clarifications

01/11/2022

5. Deadline for ELECTRONIC submission of Qualifications Package

01/19/22

1:00 PM

6. GT completes qualifications evaluation and issues shortlist results

01/28/22

7. GT issues Notice to Shortlisted Firms regarding Interviews

01/31/22

8. GT conducts virtual interviews with shortlisted firms

2/7 to 2/11/22

TBD

9. GT issues final selection results

02/18/2022

10. GT awards contract to final selected firms

03/01/2022

3 Statement of Qualifications - Submission Format and Requirements (Response to Request for

Qualifications or “RFQ”)

3.1 Physical Submittal - is NOT required. Each Qualification Package shall be submitted via email, only.

Responses should be concise, clear, and relevant. Submitter's cost incurred in responding to this RFQ is submitter’s alone and GT does not accept liability for any such costs.

3.1.1 Submittals of qualifications will be accepted until time and date shown in the Schedule of Events (Section 2.6). This is a firm deadline.

GT is not responsible for the proper or timely delivery of submittals. Failure to meet the deadline for receipt of submittals will result in rejection of the submittal. Submittals received after the deadline will not be considered whether delayed in transit or for any other cause whatsoever. Each firm is solely responsible for the accuracy and completeness of its submittal. Errors and omissions may constitute grounds for rejection.

3.1.2 Qualifications submittals must be typed on standard (8½” x 11”) paper. Responses are limited to fourteen pages (may be less) using a minimum of a 10-point font.

The pages of the qualification submittals must be numbered and must follow the Content format outlined in (Section 3.5). Any affidavits called for may be included in an appendix and will not count toward the page limit.

3.1.3 The email subject line should reference “RFQ for Task Order General Contractor Services, Georgia Institute of Technology”.

3.2 Initial Written Submittal Prerequisite Criteria

Firms must meet the criteria in the bullet points immediately below. Firms that do not meet these criteria are automatically disqualified for further evaluation.

Firm MUST be a General Contractor having been in business under the present company name for a minimum of five (5) years and hold a Commercial General Contractor’s Georgia license.

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

Firm MUST provide documentation of having experience of working for a university in an urban setting.

Firm MUST have the location of a company office within 60-miles of GT's main campus. The company location shall be the mailing address provided to the State of Georgia for the registration of the business name of the company.

Firm MUST have a State of Georgia, General Contractor’s license. An officer, partner, principal or designated qualifying agent of the Contractor shall be the holder of the License. Evidence of Qualifying Agent Affidavit must be provided.

Firm MUST provide information documenting if, within the last five (5) years, the General Contractor has or has not been involved in litigation with any Client regarding construction. If yes, provide an explanation of the circumstances surrounding and ultimate disposition of the litigation.

Firm MUST provide information documenting if, within the last five (5) years, the General Contractor has or has not been declared in default on any construction contract within that time.

Firm MUST provide information documenting compliance with the federal and state work authorization and immigration laws (see https://e-verify.uscis.gov/enroll for more information).

In order to be deemed eligible for evaluation, the submitting firm must create, officially sign, and place in its submittal an affidavit that contains the following statements:

We certify that our firm has a safety Experience Modification Rate average of less than 1.1 over the last three years.

We certify that our firm has sufficient bonding capacity to provide a payment and performance bond for total cost of work.

We certify that our firm has a current Builder’s Risk Insurance Policy.

We certify that our firm meets or exceeds the insurance requirements set forth by the Georgia Board of Regents. (The Owner reserves the right to require additional limits and coverage in the final contract.)

Such affidavit may be placed in an appendix and will not count toward your page limit.

[REMAINDER OF PAGE LEFT BLANK INTENTIONALLY]

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

3.3 Initial Written Submittal Evaluation Criteria

Major Category Criteria Completeness of Submittal

(POINT VALUE=10)

Extent to which the instructions in the RFQ were followed Financial Information

(POINT VALUE=30)

Firm’s financial stability Adequacy of Firm’s Resources

Ability of project team to respond to project needs during Task Order contract services

Proximity of firm’s resources to the potential project locations Extensiveness of firms in house and subcontractor resources Depth of Personnel Capability with Relevant Experience

(POINT VALUE=50)

Depth of resources with experience and ability, qualified and available for Project Superintendent role and, if applicable, Project Manager role

Specific personnel experience with renovations Firm’s relevant project experience

(POINT VALUE=50)

Firm’s experience with renovations Firm’s experience with renovations of occupied buildings Firm’s experience with preconstruction and construction services Firm’s experience on State or Regents projects Firm’s litigation record Firm’s Experience and Special Capabilities with Task Order Services (POINT VALUE=30)

Firm’s experience providing Task Order contract services Firm’s innovations and unique approaches with Task Order contracting

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

3.4 Contents. The qualification submittal should contain the following information in the following order:

3.4.1 On company letterhead, provide Statement of Interest. Briefly, tell why your firm is interested in this project.

3.4.2 Firm Description

3.4.3 Basic company information

i. Company name

ii. Address & Zip code

iii. E-mail address & Name of primary contact

iv. Telephone number

v. Number of years in business

vi. Copy of GC license for the State of Georgia

vii. Work Authorization Verification Program User ID or Registration No. and Date of

Authorization (see https://e-verify.uscis.gov/enroll for more information)

3.4.4 Form of ownership, including state of residency or incorporation: Is the offeror a sole proprietorship, partnership, corporation, Limited Liability Company (LLC), or other structure?

3.4.5 Describe the history and growth of your firm(s).

3.4.6 Regarding litigation with Owners, subcontractors, and design professionals: List any active or pending litigation and explain. If the firm has been involved in any other relevant litigation in the past five years, list and explain.

3.4.7 Has the firm ever failed to complete any work awarded to it or has it been removed from any project awarded to the firm? Explain.

3.4.8 Give three references to which your company has provided professional services of a nature and quality similar to those described herein (References shall not include current Georgia Institute of Technology employees). This reference information should include a short paragraph describing the service(s) provided, together with the following:

i. The name of the organization to which the services were provided;

ii. Project location;

iii. Dates during which services were performed; must be within the last 5 years.

iv. Brief description of project;

v. A current contact name, together with organizational title,

vi. Contact’s current address, email and telephone number; (Note: References will be contacted. Be sure that contact information is current. Failure to reach a contact may result in a non-compliant submission.)

3.4.9 Provide a statement of disclosure, which will allow GT to evaluate possible conflicts of interest.

This disclosure requirement is not about revealing relationships that your company might have with persons not of your company who are directly involved in the decision-making regarding this project. If your company has no conflicts of interest, your statement should affirm that as fact, and you may do so succinctly.

3.4.10 Office Submitting Qualifications - If the firm has multiple offices, the qualification statement should include information about the parent company and branch office separately. Identify the office from which project will be managed and that office’s proximity to the project site.

Parent company (or general office) financial information as totals will be acceptable IF “parent” (or “general office”) means that it is financially responsible for the liabilities of the branch office. If the parent company is not so responsible, meaning that its financial resources are not available to the office that will perform the contract, it will be misleading to GT to offer the financials of any office other than the one with the prospect of a contract with GT.

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

3.4.11 Financial Responsibility

i. List your total annual billings for each of the past three calendar years.

ii. List the contact persons, addresses, and telephone numbers for your insurance carrier and agent.

iii. List the contact persons, addresses, and phone numbers for the firm's bonding company and agent.

iv. The Task Order Contractor is required to have sufficient bonding capacity for contracts up to one million dollars.

v. What percentage of your firm's work has been negotiated during the past three years?

vi. Supply firm’s Current Ratio (Current Assets / Current Liabilities) experience for the last five years, with a signed affidavit. Such affidavit may be placed in an appendix and will not count toward your page limit.

3.4.12 Personnel Capability

Provide general information about the firm's personnel resources, including classifications and numbers of employees and the locations and staffing of relevant offices. Provide list of qualified and available personnel resources, identifying experience and ability for key personnel. The key personnel, at a minimum, are the project superintendent and, if applicable, project manager, and the project executive in charge. At this stage, firms may list more than one person qualified and available for the proposed Task Order Contract.

3.4.13 Firm’s Relevant Project Experience

Relevant project experience on Task Order Contracts and/or projects of similar building types and delivery methods. Of special interest will be firm’s experience with renovations of occupied buildings. Describe five projects in order of most relevant to least relevant that demonstrate the firm's capabilities to perform Task Order Contract services. For each project, the following information should be provided:

i. Project name

ii. Project location

iii. Dates during which services were performed

iv. Physical description (e.g., square footage, number of stories, site area, etc.)

v. Brief description of project

vi. Services performed by Task Order Contractor

vii. Statement of performance versus owner expectations in the areas of cost, quality, and schedule

viii. Owner reference

ix. Design professional reference

3.4.14 Safety Information

Provide a letter on the letterhead of the firm's insurance company stating the Workers Compensation Experience Modification Rate (EMR) for the past three years, to be included along with the signed affidavit required earlier in this section. This letter may be placed in the appendix.

3.4.15 Statement of Firm’s Special Capabilities with Task Order Services This section provides each firm the opportunity to provide specific information that differentiates them from others in the competition. This may include, but is not limited to the firm’s fit to the projects and /or needs of GT, any special or unique qualifications for the projects, current and projected workloads, the location(s) of office(s) to potential project locations, extent that experience and any techniques or methodologies offered by the firm that may be particularly suitable for this contract. Provide non-discrimination policies and describe the firm’s record and methodologies of addressing public safety, accessibility concerns, environmental concerns, historical preservation, or other related concerns. This statement is limited to two pages.

3.4.16 Additional information, not explicitly required by the RFQ, placed in the appendix will not be considered and may be grounds for rejection of the submittal.

3.4.17 Appendix – Required Affidavit Statements (see Section 3.2).

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

4 Evaluation of Written Qualifications to Shortlist & Firm Interviews

4.1 Evaluation of Written Qualifications & Shortlisting

The Selection Committee will evaluate the qualifications submitted above and shortlist no more than five firms. These shortlisted firms will be asked to participate in a virtual interview before the Selection Committee. The firms will put forward the Project Manager they intend to assign to the GT account for the management of the Task Order Agreements and that person will be accompanied by their immediate executive supervisor for a 60-minute interview. The firms selected to interview will be notified within the time outlined in Section 2.6, “Schedule of Events.”

4.2 Evaluation of Shortlisted Firms

Interview – The Selection Committee will evaluate the interview based upon the criteria listed in the table below. GT has judged each major category criteria combined to be worth the point value given, as a maximum, in establishing committee rankings of interview responses. The services being sought under this RFQ are considered professional in nature. Consequently, the evaluation of the interviews will be based upon consideration of the demonstrated qualifications and capabilities of the interviewees in conjunction with the written qualifications submitted by the firm. Absent subsequent written notice to the shortlisted firms affected, factors to be considered in the evaluation of the interview will be limited to the following:

[EVALUATION CRITERIA TABLE PROVIDED ON NEXT PAGE]

NOTE ‐ Award of new contracts to returning Task Order Contractors who have exhausted their renewals will be based on evaluations commenting on their performance over the duration of their contract. All returning Task Order Contractors must adhere to the instructions of this advertisement fully in order to be considered for a new contract award.

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

Major Category Criteria

Qualifications and experience of the Project Manager

Education, Training & Experience of the Contractor’s Project Manager

Quality of references about the Project Manager

Communication skills of Project Manager

Proposed Project Manager’s experience with projects of similar size and type Team’s experience with renovations of occupied buildings Proposed team’s experience with effective budget control Proposed team’s experience with effective schedule control

Services (POINT VALUE=20)

Quality of firm’s proposed services and how well services address proposed project needs

Project Progress Reports Firm’s articulation of alternative approaches, demonstrating flexibility in addressing project requirements Firm’s ability to apply in-house services to solving project issues Management Plan for Task Orders (POINT VALUE=25)

Firm’s demonstrated ability to solve complex project issues Effectiveness of firm’s cost management plan during design and construction Firm’s approach for managing changes within the stated cost and schedule limitations Effectiveness of firm’s schedule management plan during design and construction Effectiveness of firm’s subcontractor management plan Effectiveness of quality assurance program and plan Effectiveness of closeout plan Effectiveness of plan for administering any other services identified by firm and offered to add value to project Firm’s understanding of this project as part of a higher education facility that will remain in operation during construction Nondiscrimination Policy

(POINT VALUE=10)

Firm’s nondiscrimination policies, any affirmative action policies concerning its work force and procurement practices, and any proposed efforts for inclusion of small and minority business enterprises

Firm’s approach to implementing an effective nondiscrimination policy and local or small contractor outreach program

Firm’s record on nondiscrimination based on race, creed, color, sex, or national origin in its employment or procurement practices

Safety & Site Security

(POINT VALUE=15)

Quality of firm’s safety plan.

Quality of firm’s logistics plan.

Interview Sequence Because the interview is to be conducted live (virtual), PM and Supervisor should be prepared to cover any of the topics mentioned below for possible discussion.

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

4.3 Personnel

The interviewees should be prepared to address any of the topics described below, as well as other relevant questions posed by the Selection Committee.

4.3.1 Project Staffing:

Describe your firm's proposed organization for the construction management team.

Task Order Contractor’s Superintendent/s Task Order Contractor’s Assistant PM or Engineer Project Executive Other (please describe, if applicable)

4.3.2 Identify the person who will be the leader of your construction team and the principal point of contact between your firm and GT and the prospective Consultant (Architect/Engineer), and other consultants. This person’s competence, leadership, and ability to achieve customer satisfaction will be heavily considered in the selection of a construction management firm.

4.4 Services

4.4.1 Describe a list of services that you normally provide for construction management or general contractor services.

4.4.2 Define value engineering and describe your approach to providing value engineering with relevant examples.

4.4.3 Occasionally, subcontractors and suppliers go bankrupt during the course of a project. What would you do to protect GT from being affected adversely by such an occurrence?

4.5 Bonding

Describe the process for providing Payment & Performance Bonds for Task Orders Agreements over $100,000.00. How do you procure these documents and what is the turn-around time? What is your bonding limit?

4.6 Management Plan

4.6.1 Describe your process for efficiently resolving issues and maintaining the project commitments. Provide specific examples demonstrating your ability to solve complex project issues without compromising your team commitments.

4.6.2 Describe your systems and procedures for controlling costs and changes during design and construction.

4.6.3 Describe your systems and procedures for meeting “open book” requirements.

4.6.4 Describe systems and procedures your firm uses to manage the project schedule.

4.6.5 Provide your detailed subcontractor management plan, including contract document compliance procedures, project accounting procedures, and issue resolution.

4.6.6 Provide your quality assurance plan for Task Order Contractor services. Explain your process for ensuring quality workmanship.

4.6.7 Provide your closeout management plan for Task Order Agreements.

4.6.8 Discuss how your firm views project safety.

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

4.6.9 Nondiscrimination Policy

Describe your firm’s nondiscrimination policies, any affirmative action policies concerning its work force and procurement practices, and any proposed efforts for inclusion of small and minority business enterprises.

Describe how your firm would assist GT in assuring participation by local contractors. Include examples of other projects where you have been successful in meeting similar goals.

Describe your firm's record on policies of nondiscrimination based on race, creed, color, sex, or national origin in its employment or procurement practices.

4.6.10 Safety and Site Security

Provide explanation on method of developing your safety and site logistics plan.

Describe your plan for working around existing operations and for site access.

4.7 Additional Conditions

4.7.1 Confidentiality of Documents: Upon receipt of “Statement of Qualifications” by GT, the submittal shall become the property of the GT without compensation to the proponent for disposition or usage by the Owner and GT at their discretion. Subject to the provisions of the Open Records Act, the details of the proposal documents will remain confidential until final award.

4.7.2 Costs to Prepare Responses: GT assumes no responsibility or obligation to the respondents and will make no payment for any costs associated with the preparation or submission of “Statement of Qualifications.”

4.7.3 Equal Employment Opportunity: During the performance of this Contract, the Task Order Contractor agrees as follows: The Task Order Contractor will not discriminate against any employee or applicant for employment because of race, creed, color, sex, age, national origin, place of birth, or physical handicap. Task Order Contractor must have a history of being non-discriminating and will not discriminate on the basis of race, creed, color, sex, or national origin in any of its employment practices, or procurement practices with respect to the workforce of the firm, or procurement services in connection with this project. An affirmative action plan must be maintained for both work force and procurement practices.

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

5 Final Evaluation & Additional Information

5.1 Final Evaluation

Upon the Selection Committee’s completion of the evaluation process, the firms will be scored for suitability. Public notice of the solicitation’s results will follow on the Georgia Procurement Registry.

Once the successful Task Order Contractors have been determined, GT will award Task Order Contracts to a minimum of three Task Order Contractors.

5.2 Additional Information

5.5.1 GT reserves the right to withdraw this RFQ or to reject any and all submittals at any time and cancel the project if, in the sole discretion of GT, continuation is deemed not to be in the best interest of Georgia Tech.

5.5.2 In addition to GT’s general right to reject all submittals, a submittal may be rejected if the submittal contains false or misleading statements or references that, in the sole judgment of the Selection Committee, do not support an attribute or condition contended by the firm and, in the sole judgment of the Selection Committee, such statements were intended to mislead the Selection Committee in its evaluation of the submittal.

5.5.3 The Selection Committee reserves the right in its sole discretion to waive minor irregularities and to reject any or all submittals.

5.5.4 The Board of Regents of the University System of Georgia is the governing body of Georgia's public colleges and universities. It is Board policy that small and minority business enterprises have a fair and equal opportunity to participate in the purchasing process. The Board of Regents encourages both small and minority business enterprises to compete for and receive contracts for goods and services with the Board of Regents and with other contractors doing business with the Board of Regents. Please contact the Office of Business Development by e-mail at BusinessDevelopment@usg.edu.

5.5.5 Firms interested in taking advantage of the Georgia income tax incentives provided for by the Official Code of Georgia Annotated (O.C.G.A. §48-7-38), relative to the use of minority subcontractors in the performance of contracts awarded by the State of Georgia, should contact office referenced below:

Georgia Entrepreneur & Small Business Coordinating Network http://www.georgia.org/Business/SmallBusiness/

5.5.6 The execution of a contract by GT with a firm is contingent upon the firm certifying to the Owner and Georgia Tech that the firm will provide a drug-free workplace for the firm’s employees during the term of the contract as required by the “Drug-Free Workplace Act” (O.C.G.A. §50-24-1). The submission of a response to the RFQ serves as such certification.

5.5.7 All submittals, together with any supporting material submitted by the firm, become the property of the Owner and GT and may be retained, destroyed, or otherwise disposed of at the convenience of the Owner and/or GT. All submittals, if retained by the Owner and/or GT, become a matter of public record when final negotiations are completed.

5.5.8 By providing a submittal, each firm agrees not to request access to another firm’s submittals until after a contract has been executed.

5.5.9 By providing a submittal, each firm agrees that the Owner and Georgia Tech will have the right to use any or all ideas or concepts presented in any submittal without restriction and without compensation to the firm.

Georgia Institute of Technology – Written Qualifications and Interview for Task Order Contractor Services

6.0 Task Order Fee – Profit Percentage

The Contractors agreeing to participation in the Task Order Contract Program at Georgia Tech also agree to a profit percentage of 7.5% (maximum) on any Task Order Agreements awarded under the Master Task Order Agreement, regardless of delivery method selected.

[END OF REQUEST FOR QUALIFICATIONS]