School Board of Volusia County Florida Planning & Business Services

3750 Olson Drive, Daytona Beach Florida 32124

Request For Qualifications (RFQ) and Acknowledgement

PLANNING & BUSINESS SERVICES CONTACT: ADVERTISEMENT DATE:

December 4, 2025 Nancy VanDerSchaaf, Planning Technician

Email: PlanningServices@groups.volusia.k12.fl.us Phone: 386-947-8786 Ext. 50835

RFQ TITLE:

SUBMITTAL DUE DATE AND TIME:

January 12, 2026 at 3:00 PM, EST

SUBMITTALS RECEIVED AFTER THE DUE DATE AND TIME WILL NOT BE ACCEPTED

The School Board of Volusia County, Florida (also referred to as the BOARD or DISTRICT), solicits qualified Firms to submit for the above referenced service. All terms, specifications and conditions set forth in this solicitation are incorporated by this reference within your response. Submittals will not be accepted unless all conditions have been met. All submittals must have an authorized signature in the space provided below. To be considered, digital files must be uploaded in VendorLink; the file shall be combined PDF format as required in the RFQ; status shall be “Submitted”; “Draft” files will not be accepted. Submittals may not be withdrawn for a period of ninety (90) days after the submittal due date unless otherwise specified.

THE FOLLOWING MUST BE COMPLETED, SIGNED, AND RETURNED AS PART OF YOUR SUBMITTAL. SUBMITTALS WILL NOT BE ACCEPTED

WITHOUT THIS FORM, SIGNED BY AN AUTHORIZED AGENT OF THE FIRM.

LEGAL FIRM NAME (AS REGISTERED IN WWW.SUNBIZ.ORG OR AS REGISTERED IN YOUR STATE):

FIRM NAME: _________________________________________________________________________________________________________

MAILING ADDRESS: _______________________________________________________________________________________________________

CITY, STATE, ZIP: _________________________________________________________________________________________________________

FEDERAL EMPLOYER’S IDENTIFICATION NUMBER (FEIN): ______________________________________________________________________

TELEPHONE NUMBER: _______________________________________

I CERTIFY THAT THIS SUBMITTAL IS MADE WITHOUT PRIOR UNDERSTANDING, AGREEMENT, OR CONNECTION WITH ANY OTHER FIRM SUBMITTING A SUBMITTAL FOR THE SAME MATERIALS, SUPPLIES, EQUIPMENT OR SERVICES, AND IS IN ALL RESPECTS FAIR AND WITHOUT COLLUSION OR FRAUD. I AGREE TO ABIDE TO ALL CONDITIONS OF THIS RFQ AND CERTIFY THAT I AM AUTHORIZED TO SIGN THIS RFQ

FOR THE FIRM.

TYPED OR

AUTHORIZED SIGNATURE: ___________________________________ PRINTED NAME: _____________________________________________

TITLE: ____________________________________________________ DATE: ______________________________________________________

EMAIL: __________________________________________________________________________________________________________________

Construction Management Continuing Services

FAC - RFQ NO. 2026-006

mailto:PlanningServices@groups.volusia.k12.fl.us

Construction Management Continuing Services FAC RFQ No. 2026-006

REQUEST FOR QUALIFICATIONS

CONSTRUCTION MANAGEMENT CONTINUING SERVICES

TABLE OF CONTENTS

Request for Qualifications (RFQ) and Acknowledgement Table of Contents Legal Notice

I. GENERAL INFORMATION

A. Purpose B. Description C. Minimum Qualifications D. Selection Process

II. SUBMITTAL REQUIREMENTS

A. Submittal Information B. Schedule C. General Information D. Documents

III. EVALUATION CRITERIA

A. Shortlist Scoring and Submittal Criteria

Tab 1: Acknowledgement form, Letter of Introduction, Addenda Acknowledgement and Table of Contents Tab 2: Insurance and Prequalified Contractor Certificate Tab 3: Financial Strength Tab 4: Business Structure Tab 5: Experience Tab 6: Past Performance Tab 7: Project Approach Tab 8: Workload Tab 9: References

ATTACHMENTS

• (modified by licensee) AIA Document A133-2019, Standard Form of Agreement Between Owner and Construction Manager as Constructor (draft)

• (modified by licensee) AIA Document A201-2017, General Conditions of the Contract for Construction (draft)

Legal Notice Request for Qualifications

Pursuant to Section 255.103 and 287.055 F.S., Consultants' Competitive Negotiations Act (CCNA) and State Requirements for Educational Facilities (SREF), the School Board of Volusia County Florida hereby publicly announces the need to procure Construction Management Services on a continuing basis.

The Board will consider contracting construction Firms to provide Construction Management Services for various individual projects with an estimated total construction cost of each individual project not to exceed the amount as defined in Section 287.055(2)(g), F.S. The Board may select more than one Firm for these services.

The scope of services may include, but not be limited to, pre-construction services, construction estimating, value engineering, bid preparation, construction management, generation and update of project schedules, cost control and progress reports.

A current Certification as a Prequalified Contractor is required to meet the minimum qualifications necessary to be considered for construction management services pursuant to the RFQ. Contact the Procurement Department at

(386) 947-8786 for contractor prequalification.

Prospective Contractors are encouraged to register for VendorLink. Solicitation information, RFQ and all other relevant documents are available in VendorLink at: https://www.myvendorlink.com/common/default.aspx.

To be considered, digital file submittals must be uploaded in VendorLink no later than 3:00 PM, EST on January 12, 2026; the file status shall be “Submitted”, “Draft” files will not be accepted. The submitted file in VendorLink establishes the timely submission for this RFQ.

The School Board of Volusia County Florida reserves the right to waive any informality in the selection process and to reject any or all submittals in the best interest of the School District.

Address submittal to:

Nancy VanDerSchaaf, Planning Technician Planning & Business Services 3750 Olson Drive Daytona Beach, Florida 32124

The School Board of Volusia County, DeLand Florida Ruben Colon, Board Chair https://www.myvendorlink.com/common/default.aspx

REQUEST FOR QUALIFICATIONS

CONSTRUCTION MANAGEMENT CONTINUING SERVICES

I. GENERAL INFORMATION

A. Purpose

1. This Request for Qualifications (RFQ) outlines the requirements of the School Board of Volusia County

Florida (may also be referred to as “Board”) to contract with Construction Management Firms, where the basis of payment is the Cost of the Work Plus a Fee with a Guaranteed Maximum Price, pursuant to Chapter 1013, F.S., the Florida Consultant’s Competitive Negotiation Act, Section 287.055 F.S., and Rule 6A-2.0010 Florida Administrative Code. The Board shall consider contracting multiple Firms to provide construction management continuing services.

2. Selected firms shall provide Construction Management Services for the District on an as-needed basis for various construction projects throughout Volusia County Florida. Individual projects contracted under the Agreement will be limited to those with a total construction cost of each individual project not to exceed the amount as defined in Section 287.055(2)(g), F.S.

3. The contract shall provide the District with continuing services at public school facilities throughout

Volusia County for an initial two-year term, with the Board having the option of renewing the contract for subsequent single-year increments, contingent upon mutual agreement, not to exceed applicable law.

a. Renewals must be submitted in writing with the signature of the contracted Firm’s Authorized

Representative. Renewals are contingent upon satisfactory performance evaluations completed by District representatives with knowledge of the Firm, are subject to the availability of funds, and proof that all qualifying documentation is current.

B. Description

1. The Construction Management Firm shall provide the District with continuing services per Chapter 481, F.S. and State Requirements for Educational Facilities (SREF), Section 4.1.

2. The Agreement, to include General Conditions of the contract and other documents as specified in the agreement or general conditions, establishes Construction Management Services. This agreement does not guarantee or make promise pre-construction or construction services; simply establishes the relationship between the Parties to do so on a continuing services basis.

3. Firm shall be responsible for all services as set forth in the Construction Management contract documents for continuing services; draft documents are attached to this RFQ. The Board reserves the right to negotiate contract terms with selected Firm(s) prior to execution, at its discretion.

4. If/when a Project is offered to and accepted by the Construction Management Firm, services shall consist of two phases. The first phase of service is pre-construction services wherein the Construction Management Firm shall be paid a fixed fee for services performed; pre-construction services may include value engineering and shall include the development of a Guaranteed Maximum Price (GMP).

If the GMP is accepted by both Parties and an Exhibit, GMP Amendment, is executed, the construction phase shall proceed. During the construction phase, the Construction Management Firm shall provide labor, either by the Firm’s employees or other contracted sources, and materials for the Project.

5. The size, scope, and complexity of individual projects shall be determined based upon specific requirements of the Project as determined by District representatives and/or designated architects, engineers or consultants that are involved with the Project.

C. Minimum Qualifications

1. A current Certification as a Prequalified Contractor is required to meet the minimum qualifications necessary to be considered for construction management services pursuant to this RFQ. Contact the Procurement Department at (386) 947-8786 for contractor prequalification requirements.

2. The Construction Management Firm shall be licensed in the State of Florida as a Certified General

Contractor (CGC) according to Chapter 489, F.S. Corporations must be registered in the State of Florida by the Department of State, Division of Corporations, at the time of submittal.

D. Selection Process

1. Firm selection will be conducted in accordance with Section 287.055, F.S.

2. This RFQ is the first step in the selection process. A selection committee will evaluate the submittals of interested firms. A “shortlist” of Firms will be identified. Shortlisted firms may be asked to present their qualifications and design approach by interview to the selection committee as part of the selection process. A final ranking will be established by the selection committee which shall constitute its recommendation to the Board to negotiate with the top ranked Firms to provide construction management services.

3. The Selection Committee shall have a minimum of five members appointed by the superintendent/designee and may include representatives from Facilities Services with experience in planning, architecture, engineering, site acquisition, construction, building maintenance and operations;

site administrator; finance representative or designee; a citizen member; and others as deemed appropriate.

4. Planning & Business Services will facilitate the process and be the point of contact for all issues. No attempt shall be made by Firms to contact or influence any committee member directly or indirectly.

The Evaluation Committee shall score the entire process.

5. Previous construction experience with occupied school campuses is preferred.

6. The shortlisting is scheduled to occur on February 18, 2026. Firms in the process of prequalifying as a contractor with the Board will still be considered as long as the Procurement Department can demonstrate the Firm has met the prequalification requirements by the shortlisting date.

7. In the event shortlisted Firms are invited for interview, the representatives who will be assigned to the contracted service must attend the interview as well as any others deemed necessary by the Firm. In accordance with CCNA, the Board reserves the right to conduct or not conduct interviews at its sole discretion.

8. The final selection shall be based on the Firm’s written submittal to include construction management qualifications, previous and current construction experience, other submittal requirements defined in this RFQ, and the interview (if applicable). Firms shall be ranked in accordance with the CCNA provisions.

9. In accordance with CCNA, the Board, or designated District representatives, shall negotiate a contract with selected Firms until an agreement has been reached or until impasse.

II. SUBMITTAL REQUIREMENTS

A. Submittal Information

1. To be considered, digital files must be uploaded in VendorLink no later than 3:00 PM, EST on January

12, 2026; the file status shall be “Submitted”, “Draft” files will not be accepted. The submitted file in VendorLink establishes the timely submission for this RFQ.

2. The Board, or designated District representatives, reserve the right to request clarification of information submitted and to request additional information from one or more Firms.

3. It is the intent of the District to utilize VendorLink to disseminate information for this request to include the RFQ, any/all addenda or subsequent information as applicable.

4. In accordance with Section 120.57(3), F.S., with respect to a protest of the terms, conditions, and requirements contained in a solicitation, including any provisions governing the methods for ranking submittals, proposals, or replies, awarding contracts, reserving rights of further negotiation, or modifying or amending any contract, the notice of protest shall be filed in writing within 72 hours after the posting of the solicitation. Failure to file a protest within the time prescribed in Section 120.57(3), F.S., will constitute a waiver of proceeding under Chapter 120, F.S.

5. In accordance with Section 120.57(3)(a), F.S., failure to file a protest within the time prescribed in

Section 120.57(3), F.S. and School Board Policy 702, or failure to post the bond or other security required by law within the time allowed for filing a bond shall constitute a waiver of proceedings under Chapter 120, F.S.; and failure to follow any other requirements in the submittal protest procedures established by the Board shall constitute a waiver of all protest rights.

6. Shortlist ratings and award recommendations shall be available via VendorLink.

B. Schedule

1. The Solicitation and Selection Schedule is tentative. Revisions shall be issued in a timely manner by addenda via VendorLink. Addenda shall be acknowledged by Firms within the submittal.

2. Solicitation and Selection Schedule:

SOLICITATION SCHEDULE TIME DATE

a. RFQ Broadcast via VendorLink December 4, 2025

b. Pre-Submittal Meeting via Teams (Optional) 10:00 AM December 10, 2025

c. RFQ Question Deadline 3:00 PM December 17, 2025

d. Answer Questions - Addendum Issued December 19, 2025

e. Submittals Due 3:00 PM January 12, 2026

f. Public Submittal Opening via Teams (Optional) 9:00 AM January 13, 2026

g. Submittals Received (Notification) via VendorLink January 13, 2026

h. Shortlist Committee Meeting 10:00 AM February 18, 2026

i. Notice of Intended Decision via VendorLink February 19, 2026

j. Board Meeting Approval (Notice of Intended Decision) March 10, 2026

k. Anticipated Award of Contract June 9, 2026

3. Questions regarding this RFQ:

a. Submit via VendorLink in the Questions & Answers section of the solicitation.

b. Questions shall be provided a written response by addendum via VendorLink in the Documents section of the solicitation.

4. The submittal opening, shortlist meeting, and interviews (if applicable) will be held at Facilities Services, 3750 Olson Drive, Daytona Beach Florida 32124 on the designated dates and times indicated in the schedule above, or by addendum (as applicable). All visitors to Volusia County Schools facilities are required to check in with the receptionist.

5. Inquiries regarding Certification as a Prequalified Contractor:

a. Contact the Procurement Department at (386) 947-8786.

https://www.myvendorlink.com/common/default.aspx http://www.flsenate.gov/Laws/Statutes/2010/120.57

C. General Information

1. Sealed Solicitation Requirements: the “Request for Qualifications (RFQ) and Acknowledgement” form, which is the first page of this RFQ, must be completed, signed, and made page 1 of the Firm’s submittal.

The RFQ Acknowledgement shall be signed by a representative authorized to legally bind the Firm to the provisions herein. All responses shall be submitted electronically via VendorLink unless otherwise instructed. Additional submittal requirements, if any, shall be defined herein. Unless otherwise specified, Firms must use the forms furnished by the District. All responses shall be typed or filled in with pen and ink, where applicable. Handwr i t ten responses having erasure or corrections must be initialed by the Firm’s authorized representative in ink. All responses must be e-signed or signed in ink by an officer or employee having authority to legally bind the Firm. By signing, the Firm’s authorized representative attests to fully understanding that there is no recourse for negligence or oversight by the Firm or Firm’s representative. Responses received that fail to comply with the requirements of this RFQ shall not be considered.

a. Digital files as described in this solicitation are mandatory unless otherwise specified. Responses must be furnished and uploaded in VendorLink on or before the due date and time, as specified in this RFQ, to be considered. Responses shall be organized and include necessary information as to be in full compliance with this RFQ. The District’s designated representative reserves the right to reject and not consider any response that is not in accordance with the submittal requirements of this RFQ.

b. VendorLink help is available by email at support@evendorlink.com.

c. Responses received by any method other than VendorLink shall NOT be accepted unless stated in special conditions, if included, in this RFQ.

2. Firm’s Responsibility: it is the responsibility of the Firm to obtain all pages of this RFQ and all attachments thereto, together with any addenda that may be issued prior to the submittal due date and time. Firms are required, before submitting their response, to obtain and carefully examine this RFQ and to completely familiarize themselves with all terms and conditions. Ignorance on the part of a Firm will in no way relieve them of any of the obligations and responsibilities which are a part of this RFQ.

3. Submittal opening shall be public at the date and time stated in this RFQ unless otherwise indicated.

4. Responses Received Late: it is the Firm’s responsibility to assure that the digital file is uploaded in

VendorLink prior to the submittal due date and time. Any submittal received after the due date and time shall be rejected regardless of the circumstances.

5. To maintain fairness and transparency throughout the solicitation process, effective immediately, until the recommendation to award is submitted to the Board by the Superintendent, all communication to and from potential Firms must flow through VendorLink prior to the close of the solicitation.

Communication after the close of the solicitation must flow through Planning & Business Services via email to PlanningServices@groups.volusia.k12.fl.us. Failure to do so may be cause for rejection of the Firm’s submittal and consideration of the Firm under this RFQ.

6. This RFQ does not commit the Board to award a contract. Nor shall the District be responsible for any cost or expense incurred by any Firm in preparing and submitting a reply, nor for any cost or expense incurred by any Firm prior to the execution of a contract.

7. Submittals become the property of the District.

8. Firms agree to comply with all applicable federal, state, and local statutes and regulations.

9. Jessica Lunsford Act – House Bill 1877: The state of Florida has passed a law stating that ALL visitors to a public school campus shall comply with Florida House Bill 1877, Jessica Lunsford Act, effective September 1, 2005, amended July 2007. The requirements of this Act can be viewed on the District website, Jessica Lunsford Act (JLA), Volusia County Schools (vcsedu.org).

mailto:support@evendorlink.com mailto:PlanningServices@groups.volusia.k12.fl.us

10. Pursuant to Section 119.0701 F.S., “Contractors” as defined by statute that enter into a contract for services with the District and are acting on behalf of the District are required to comply with public records laws and to specifically:

a. Keep and maintain public records required by the District to perform the services.

b. Upon request from the District’s custodian of public records, provide the District with a copy of the requested records or allow the records to be inspected or copied within a reasonable time at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law;

c. Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law for the duration of the contract term and following completion of the contract if the contractor does not transfer the records to the District; and

d. Upon completion of the contract, transfer, at no cost, to the District all public records in possession of the contractor or keep and maintain public records required by the District to perform the service.

If the contractor transfers all public records to the school District upon completion of the contract, the contractor shall destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. If the contractor keeps and maintains public records upon completion of the contract, the contractor shall meet all applicable requirements for retaining public records. All records stored electronically must be provided to the District, upon request from the District’s custodian of public records, in a format that is compatible with the information technology systems of the District.

e. IF THE CONTRACTOR HAS QUESTIONS REGARDING THE

APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE

CONTRACTOR’S DUTY TO PROVIDE PUBLIC RECORDS

RELATING TO THIS CONTRACT, CONTACT THE CUSTODIAN OF

PUBLIC RECORDS AT:

CUSTODIAN OF PUBLIC RECORDS

(386)-734-7190 Ext. 20110 or 20138

PUBLICRECORDSREQUEST@VOLUSIA.K12.FL.US

200 NORTH CLARA AVE., DELAND FLORIDA, 32720

f. Failure of the Contractor to abide by the terms of this provision shall be deemed a material breach of this agreement and the School Board of Volusia County, Florida may enforce the terms of this provision in the form of a court proceeding and shall, as a prevailing party, be entitled to reimbursement of all attorney’s fees and costs associated with that proceeding. This provision shall survive any termination or expiration of the contract.

11. The District is governed by the Public Records Law, Chapter 119, F.S. Only trade secrets, as defined by Florida Statute, and financial statements may be exempt from disclosure. Any such confidential materials shall be segregated and clearly marked as Confidential and shall be provided to the District at the same time the Firm submits its response to the solicitation and must only exclude or obliterate those exact portions which are claimed confidential, proprietary, or trade secret.

12. In accordance with Section 287.135 F.S., the District reserves the right to reject any or all offers, to waive informalities, and to accept all or any part of any offer as may be deemed to be in the best interest of the School Board “A company that, at the time of bidding or submitting a proposal for a new contract or renewal of an existing contract, is on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List, created pursuant to Section 215.473, F.S. is ineligible for, and may not bid on, submit a proposal for or enter into or renew a contract with an agency or local governmental entity for goods or services of $1 million or more.”

Section 215.473, F.S. defines a company to include “all wholly owned subsidiaries, majority-owned subsidiaries, parent companies, or affiliates of such entities or business associations that exists for the purpose of making profit.” By submitting a response to this solicitation, a Firm certifies that it and those related entities of Firm as defined above by Florida law are not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector mailto:PUBLICRECORDSREQUEST@VOLUSIA.K12.FL.US

List, created pursuant to Section 215.473, F.S. Any Firm awarded a Contract as a result of this solicitation shall be required to recertify at each renewal of the Contract that that it and its related entities are not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. The District may terminate any Contract resulting from this solicitation if Firm or a related entity as defined above is found to have submitted a false certification or been placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Energy Sector List. Notwithstanding the preceding, the District reserves the right and may, in its sole discretion, on a case-by-case basis, permit a company on such lists to be eligible for, bid on, submit a proposal for, or enter into or renew a contract, should the District determine that the conditions set forth in Section 287.135(4), F.S. are met.

D. Documents

1. To facilitate analysis of the qualifications package, the Firm shall prepare its qualifications package in accordance with the instructions outlined in this section.

2. A digital file must be uploaded in VendorLink no later than 3:00 PM, EST on January 12, 2026; file status shall be “Submitted”, “Draft” files will not be accepted. File shall be combined PDF format as required in this RFQ, Section III., Evaluation Criteria organized by Tab with corresponding bookmarks for navigation.

3. The digital PDF file shall be compatible for potential printing, utilizing letter size (8.5 x 11) pages, single-spaced, minimum font size of 10-point with one inch (1”) margins top and bottom and three-quarter inch (3/4”) side margins. Pages shall be numbered sequentially with section Tabs; maximum number of pages not to exceed sixty (60) excluding the cover, RFQ Acknowledgement form, any addenda, and section tabs.

4. Tables, charts, graphs, and figures may be used wherever practical to depict organizations, systems and layouts, implementation schedules, plans, etc. These displays shall be legible and uncomplicated.

5. The District retains the right to waive any minor irregularity, or requirement should it be judged in the best interest of the District.

III. EVALUATION CRITERIA

A. Shortlist Scoring and Submittal Criteria

1. Firms will be scored by Selection Committee members using Adjectival Rating of 0 – 5 multiplied by the weighted value assigned to each tabbed section, as defined here:

0 Unsatisfactory: non-responsive to the criteria requirements.

1 Marginal: fails to meet evaluation criteria; lacks essential information to support proposal;

contains significant weaknesses.

2 Satisfactory: proposal is slightly below standard for evaluation; for the most part complies with standards.

3 Meets Expectations: meets performance standards; may contain weaknesses which are insignificant and correctable.

4 Exceeds Expectations: beneficially exceeds requirements; meets standards; comprehensive and complete without significant weaknesses; may lack some strengths, however, generally meets performance standards.

5 Outstanding: beneficially exceeds standards; meets criteria without weaknesses or deficiencies; submittal is innovative, comprehensive and complete; meets or exceeds all performance standards.

2. It is the intent of the District to select Firms who have prior experience with educational projects. Firms will be judged not only on prior experience but also on their ability to address issues critical to the success of a project, as outlined in this RFQ. The following must be submitted, in order by Tab, and are elements that will be used to evaluate the Firm’s qualifications.

Tab 1: Request for Qualifications (RFQ) Acknowledgement form, Letter of Introduction, Addenda

Acknowledgement and Table of Contents (non-scored)

1. Request for Qualifications (RFQ) Acknowledgement form must be completed and signed by an authorized agent of the Firm.

2. Letter of Introduction shall include a brief profile and history of the Firm. Include the name, title, email and phone number of the Firm’s responsive representative for this RFQ. Provide the specific office location where services will be provided to the District to include address, phone number(s) and email.

Address the letter of introduction to Nancy VanDerSchaaf, Planning Technician, Planning & Business Services.

3. Addenda Acknowledgements must be complete to include the signature of the Firm representative.

4. Table of Contents must be inclusive of each Tab section within the submittal.

Tab 2: Insurance and Prequalified Contractor Certificate (non-scored)

1. Attach evidence of General Liability, Workers’ Compensation and Automobile Liability Insurance coverage, or proof of insurability for limits not less than $2,000,000. If available, a properly completed ACORD Form is preferred.

2. Provide a copy of the Firm’s current Certification as a Prequalified Contractor as approved by the Board.

Firms in the process of prequalifying as a contractor with the Procurement Department shall include a letter stating such. The District’s representative for this RFQ will verify the Firm’s prequalification status prior to shortlisting.

Tab 3: Financial Strength (non-scored)

1. The Firm’s financial capability is to be expressed in a financial statement; audited financial information current within the past twelve months, such as a balance sheet and statement of operations indicating the Firm’s resources and the necessary working capital to assure financial stability through the completion of the Project. A certified audit is preferred; however, the Firm’s most recent tax return and balance sheet will be accepted. The statement may be labeled Confidential. Disclose any material changes in the business operations of the Firm, including without limitation any pending bankruptcy proceedings, bankruptcies, receiverships, mergers, acquisitions, stock acquisitions or spin-offs that have occurred within the last three (3) years and any material pending or threatened litigation. If appropriate, discuss the impact of these changes on the Firm’s financial or managerial ability to perform the noted tasks under this Contract. Provide the name, title, address, email and phone number of the financial officer of the Firm responsible for providing this information.

2. Confidential documents may be submitted as a package under a separate cover and marked as confidential. Tab 3, as part of the submittal, must indicate the documents have been submitted separately.

Tab 4: Business Structure (weighted value 10)

1. Corporation, Joint Venture or Partnership: submit a copy of records from the Florida Department of State, Division of Corporations, indicating when the corporation organized. Provide corporate number, date and status of the most recent annual report, the District representative shall confirm current annual report utilizing Sunbiz.org. Firms submitting as joint venture shall submit a copy of the joint venture agreement. If a joint venture or prime/subconsultant arrangement of two (2) firms, indicate how the Work will be distributed between the partners.

2. Time in Business: length of time the Firm has been in business under current or any previous name.

3. Capabilities: size, resources and capabilities of responding entity.

a. Organizational structure of business entity for this program (partners, associates, consultants, subcontractors, other participation).

b. Indicate the depth of staff and capabilities from within the organization that can be drawn upon as needed, to include management, professional, technical and support staff.

4. Provide a copy of the Firm’s Business Occupational License and all applicable current State of Florida professional registration license renewals for the Firm and Firm’s key professional personnel. Firm shall be properly registered to practice in the State of Florida with the appropriate state board governing the services offered. The District representative shall verify the Firm’s status with the appropriate state board.

Tab 5: Experience (weighted value 30)

1. Time in Business

a. Length of time the Firm has been in business as current or any previous name.

2. Similar Contract Work

a. List Owners the Firm provided construction management services for projects on a continuing basis. List experience the Firm performed as the construction manager, as well as other contractors providing services as part of the Firm’s contract.

3. Current Personnel Resumes

a. Firm shall provide a detailed organization chart.

b. Provide resumes of key personnel, respective roles and function, education, training and experience in construction and contract administration. Identify and highlight experience as related to educational facilities. Examples of such detail:

1) Name and title

2) Job assignment for other projects

3) Number of years with this Firm

4) Number of years with other Firms

5) Education

6) Active registrations and certifications

7) Other experience and qualifications that are relevant to construction management services

8) Provide supporting office location(s), address(es), email(s) and telephone number(s).

9) The evaluation committee requires that the Firm’s direct project experience be differentiated from individual staff experience. Therefore, when identifying an individual’s project experience (gained at other Firms), this section should be clearly subdivided as follows:

a) Firm’s Project Experience

b) Individuals’ Project

Tab 6: Past Performance (weighted value 25)

1. List all contracts the Firm has provided construction management services in the past five (5) years.

The services shall be sufficiently comparable so that the District’s Selection Committee may conclude the Firm is familiar with and capable of handling construction management services on a continuing basis. Preference will be given to K-12 contracted services.

2. List contracts in priority order with the most relevant contract first. For each contract, provide the following information:

a. Contracted name of Owner

b. Owner’s representative name, address, email and phone number

c. Identify the Firm’s key personnel assigned the project

d. Construction delivery method

e. Describe scope of services and relevance to this RFQ

f. Owner’s construction budget

g. Negotiated Guaranteed Maximum Price (GMP) to include all change orders/amendments to the original agreement

h. Final construction value and cost per square foot

i. Indicate the number of project change orders and include the following detail:

1) Change order increase or decrease amount

2) Reason for change order (Owner Requested Changes, Unforeseen Conditions, Design

Changes or Building Code Requirements)

j. Contracted substantial and final completion dates

k. Actual substantial and final completion dates (If the project is not complete, indicate the percent complete and whether or not it is on schedule)

3. Describe in detail any projects within the last three years where liquidated damages, penalties, liens, defaults, cancellations of contract or termination of contract were imposed, sought to be imposed, threatened, or filed against the Firm.

4. Identify all litigation in which the Firm has been a party to legal action (including arbitration, administrative proceedings, etc.) or lawsuits during the last five (5) years involving a client for claims in excess of $100,000.00. Include a brief description of the dispute and its current status. Where the action or lawsuit has involved a guaranteed maximum price contract, please describe the circumstances giving rise to the dispute and the actions which the Firm attempt to settle the matter prior to and after suit being filed.

Tab 7: Project Approach (weighted value 20)

1. Explain the Firm’s approach to task management to include, but not limited to quality assurance, cost control, and reporting to the Owner’s Representative, and/or Project Management Team.

2. Firm shall present a plan setting forth the approach and program for implementing and carrying-out construction management services to include information management systems, document control, records management, procurement of equipment and supplies, stimulating bidding by and engagement of local trade contractors, project status reporting and project administrative services.

3. Describe the safety program, safety record, and safety litigation record as a contractor and/or construction manager.

4. Firm shall describe how the proposed organizational structure will ensure orderly communications, distribution of information, effective coordination of activities, and accountability.

5. Detail understanding of the Project Description, Scope of Services and Project Scheduling in effort to ensure the success of a potential Project.

Tab 8: Workload (weighted value 15)

1. List outstanding projects, client names, status of completion, dollars committed on open projects and overall workload with other Owners.

2. Describe how the Firm will meet its current contracted obligations and the District’s continuing services contract, if selected.

Tab 9: References (non-scored)

1. Provide a minimum of three (3) reference letters from Owner Representatives for Projects that the Firm has provided / is providing construction management services for public K-12 facilities that are similar in scope to this RFQ. Reference letters shall be current, dated within three (3) years of this solicitation.

The reference letter from the Owner Representative must be provided on company letterhead, and include details regarding the Firm’s role, level of service provided and how competitive the Firm was when negotiating cost proposals. Letters from Volusia County Schools District staff shall not be considered. District staff shall provide information to the selection committee in reference to the Firm’s past performance, if available.

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AIA Document A133 – 2019 Standard Form of Agreement Between Owner and Construction Manager as Constructor where the basis of payment is the Cost of

Work Plus a Fee with a Guaranteed Maximum Price

Initial AIA Document A133-2019, Standard Form of Agreement Between Owner and Construction Manager as Constructor (as modified by Licensee)

/ Construction Manager This document produced under VCS AIA License No. _________ which expires ________. Page 1 of 27

AGREEMENT made as of the day of in the year .

(In words, indicate day, month, and year.)

BETWEEN the Owner:

(Name, legal status, address and other information)

School Board of Volusia County Florida 200 North Clara Avenue, DeLand Florida 32720

Document mailing address: 3750 Olson Drive, Daytona Beach Florida 32124 and the Construction Manager:

for the following Project:

(Name, location and detailed description)

Various Projects County Wide

The Architect:

Various contracted professional consultants

The Owner and Construction Manager agree as follows.

Initial AIA Document A133-2019, Standard Form of Agreement Between Owner and Construction Manager as Constructor (as modified by Licensee)

/ Construction Manager This document produced under VCS AIA License No. _________ which expires ________. Page 2 of 27

TABLE OF ARTICLES

1 INITIAL INFORMATION

2 GENERAL PROVISIONS

3 CONSTRUCTION MANAGER’S RESPONSIBILITIES

4 OWNER’S RESPONSIBILITIES

5 COMPENSATION AND PAYMENTS FOR PRECONSTRUCTION PHASE SERVICES

6 COMPENSATION FOR CONSTRUCTION PHASE SERVICES

7 COST OF THE WORK FOR CONSTRUCTION PHASE

8 DISCOUNTS, REBATES, AND REFUNDS

9 SUBCONTRACTS AND OTHER AGREEMENTS

10 ACCOUNTING RECORDS

11 PAYMENTS FOR CONSTRUCTION PHASE SERVICES

12 DISPUTE RESOLUTION

13 TERMINATION OR SUSPENSION

14 MISCELLANEOUS PROVISIONS

15 SCOPE OF THE AGREEMENT

EXHIBIT A GUARANTEED MAXIMUM PRICE AMENDMENT

The guaranteed maximum price with Attachment No. 9 Insurance and Bonds, to be established subsequent to this document as determined by the Owner. The Owner may execute multiple guaranteed maximum price amendment exhibits as part of this Agreement.

EXHIBIT B VOLUSIA COUNTY SCHOOLS, ATTACHMENT No. 9, INSURANCE AND BONDS This attachment part of the guaranteed maximum price amendment exhibit(s).

Owner’s Intent The Owner desires to obtain from the Construction Manager services necessary for the construction of various projects requiring construction management services in Volusia County Florida, the estimated total construction cost of each individual project not to exceed the amount as defined in 287.055 (2)(g), F.S. The parties intend the Contract to include all labor, equipment and materials reasonably necessary for the proper completion of the Work. All Work to be in accordance with the plans, specifications and applicable law and codes.

The Owner does hereby contract with the Construction Manager for a term of two (2) years, but in any event expiring on the thirtieth day of June of the second year from the date above, to perform the above-described services, and other required services on an as-needed basis, as designated, authorized and or assigned by the Owner. The Owner agrees to compensate the Construction Manager for such services in accordance with the provisions contained in this Agreement.

The Owner may, at the Owner's option at a regular or special School Board meeting, renew this Agreement in single year increments not to exceed applicable law.

Initial AIA Document A133-2019, Standard Form of Agreement Between Owner and Construction Manager as Constructor (as modified by Licensee)

/ Construction Manager This document produced under VCS AIA License No. _________ which expires ________. Page 3 of 27

ARTICLE 1 INITIAL INFORMATION

§ 1.1 This Agreement is based on the Initial Information set forth in this Section 1.1.

(For each item in this section, insert the information or a statement such as “not applicable” or “unknown at time of execution.”)

§ 1.1.1 The Owner’s program for the Project, as described in Section 4.1.1:

(Insert the Owner’s program, identify documentation that establishes the Owner’s program, or state the manner in which the program will be developed.)

To be established for each Project.

§ 1.1.2 The Project’s physical characteristics:

(Identify or describe pertinent information about the Project’s physical characteristics, such as size; location;

dimensions; geotechnical reports; site boundaries; topographic surveys; traffic and utility studies; availability of public and private utilities and services; legal description of the site, etc.)

To be established for each Project.

§ 1.1.3 The Owner’s budget for the Guaranteed Maximum Price, as defined in Article 6:

(Provide total and, if known, a line-item breakdown.)

Budget to be established for each Project.

§ 1.1.4 The Owner’s anticipated design and construction milestone dates to be established for each Project.

.1 Design phase milestone dates, if any:

.2 Construction commencement date:

.3 Substantial Completion date or dates:

.4 Other milestone dates:

§ 1.1.5 The Owner’s requirements for accelerated or fast-track scheduling, or phased construction, are set forth below:

(Identify any requirements for fast-track scheduling or phased construction.)

§ 1.1.6 The Owner’s anticipated Sustainable Objective for the Project:

(Identify and describe the Owner’s Sustainable Objective for the Project, if any.)

§ 1.1.6.1 If the Owner identifies a Sustainable Objective, the Owner and Construction Manager shall complete and incorporate AIA Document E234™–2019, Sustainable Projects Exhibit, Construction Manager as Constructor Edition, into this Agreement to define the terms, conditions and services related to the Owner’s Sustainable Objective. If E234– 2019 is incorporated into this agreement, the Owner and Construction Manager shall incorporate the completed E234– 2019 into the agreements with the consultants and contractors performing services or Work in any way associated with the Sustainable Objective.

Initial AIA Document A133-2019, Standard Form of Agreement Between Owner and Construction Manager as Constructor (as modified by Licensee)

/ Construction Manager This document produced under VCS AIA License No. _________ which expires ________. Page 4 of 27

§ 1.1.7 Other Project information:

(Identify special characteristics or needs of the Project not provided elsewhere.)

§ 1.1.8 The Owner identifies the following representative in accordance with Section 4.2:

(List name, address, and other contact information.)

Superintendent or designee.

§ 1.1.9 The persons or entities, in addition to the Owner’s representative, who are required to review the Construction Manager’s submittals to the Owner are as follows:

(List name, address and other contact information.)

§ 1.1.10 The Owner shall may retain the following consultants and contractors for each Project.

(List name, legal status, address, and other contact information.)

.1 Geotechnical Engineer:

.2 Civil Engineer:

.3 Other, if any:

(List any other consultants retained by the Owner, such as a Project or Program Manager.)

§ 1.1.11 The Architect’s representative:

(List name, address, and other contact information.)

Representative to be determined for each Project.

§ 1.1.12 The Construction Manager identifies the following representative in accordance with Article 3:

(List name, address, and other contact information.)

Representative to be determined for each Project.

§ 1.1.13 The Owner’s requirements for the Construction Manager’s staffing plan for Preconstruction Services, as required under Section 3.1.9:

(List any Owner-specific requirements to be included in the staffing plan.)

§ 1.1.14 The Owner’s requirements for subcontractor procurement for the performance of the Work:

(List any Owner-specific requirements for subcontractor procurement.)

The Construction Manager shall seek to develop subcontractor interest in the Project and shall furnish to the Owner and Architect for their information a list of possible subcontractors and sub-subcontractors, including suppliers who are to furnish materials or equipment fabricated to a special design, from whom proposals will be requested for each principal portion of the Work. The Architect will promptly reply in writing to the Construction Manager if the Architect or Owner

Initial AIA Document A133-2019, Standard Form of Agreement Between Owner and Construction Manager as Constructor (as modified by Licensee)

/ Construction Manager This document produced under VCS AIA License No. _________ which expires ________. Page 5 of 27 know of any objection to such subcontractor, sub-subcontractor or supplier. The receipt of such list shall not require the Owner or Architect to investigate the qualifications of proposed subcontractors or suppliers, nor shall it waive the right of the Owner or Architect later to object to or reject any proposed subcontractor, sub-subcontractor or supplier.

§ 1.1.15 Other Initial Information on which this Agreement is based:

§ 1.2 The Owner and Construction Manager may rely on the Initial Information. Both parties, however, recognize that such information may materially change and, in that event, the Owner and the Construction Manager shall appropriately adjust the Project schedule, the Construction Manager’s services, and the Construction Manager’s compensation. The Owner shall adjust the Owner’s budget for the Guaranteed Maximum Price and the Owner’s anticipated design and construction milestones, as necessary, to accommodate material changes in the Initial Information.

§ 1.3 Neither the Owner’s nor the Construction Manager’s representative shall be changed without ten days’ prior notice to the other party.

ARTICLE 2 GENERAL PROVISIONS

§ 2.1 The Contract Documents The Contract Documents consist of this Agreement, Conditions of the Contract (A201-2017 General Conditions, Supplementary and other Conditions), Guaranteed Maximum Price Amendment Exhibit(s) (to be established subsequent to this document), Drawings, Specifications, Addenda issued prior to execution of this Agreement, other documents listed in this Agreement, and Modifications issued after execution of this Agreement, all of which form the Contract and are as fully a part of the Contract as if attached to this Agreement or repeated herein. Upon the Owner’s acceptance of the Construction Manager’s Guaranteed Maximum Price proposal, the Contract Documents will also include the documents described in Section 3.2.3 and identified in the Guaranteed Maximum Price Amendment and revisions prepared by the Architect and furnished by the Owner as described in Section 3.2.8. The Contract represents the entire and integrated agreement between the parties hereto and supersedes prior negotiations, representations or agreements, either written or oral. If anything in the other Contract Documents, other than a Modification, is inconsistent with this Agreement, this Agreement shall govern. An enumeration of the Contract Documents, other than a Modification, appears in Article 15.

§ 2.2 Relationship of the Parties The Construction Manager accepts the relationship of trust and confidence established by this Agreement and covenants with the Owner to cooperate with the Architect and exercise the Construction Manager’s skill and judgment in furthering the interests of the Owner to furnish efficient construction administration, management services, and supervision; to furnish at all times an adequate supply of workers and materials; and to perform the Work in an expeditious and economical manner…