RFQ_CM-Selection-PathwaysElem_11-Classroom-Addition_No._2548152.pdf

School Board of Volusia County Florida Planning & Business Services

3750 Olson Drive, Daytona Beach Florida 32124

Request For Qualifications (RFQ) and Acknowledgement

ADVERTISEMENT DATE: PLANNING & BUSINESS SERVICES CONTACT:

January 30, 2025 Nancy VanDerSchaaf, Planning Technician

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

RFQ TITLE:

Construction Management Services

Pathways Elementary 11 Classroom Addition – Project No. 2548152

SUBMITTAL DUE DATE AND TIME:

March 6, 2025, at 3:00 PM

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 Submittals may not be withdrawn for a period of ninety (90) days after the submittal due date unless otherwise specified.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: __________________________________________________________________________________________________________________ mailto:PlanningServices@groups.volusia.k12.fl.us

School Board of Volusia County Florida Construction Management Services Pathways Elementary

11 Classroom Addition – Project No.2548152

REQUEST FOR QUALIFICATIONS

CONSTRUCTION MANAGEMENT SERVICES

PATHWAYS ELEMENTARY

11 CLASSROOM ADDITION – PROJECT NO. 2548152

TABLE OF CONTENTS

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

I. PROJECT AND 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: Request for Qualifications (RFQ) and Acknowledgement form, Letter of Introduction, Addenda Acknowledgement and Table of Contents

Tab 2: Insurance Form, Bonding Capacity and Prequalified Contractor Certificate Tab 3: Financial Strength Tab 4: Strategy to Utilize Local Businesses Tab 5: Business Structure Tab 6: Experience and Past Performance Tab 7: Proposed Project Staff and Functions Tab 8: Project Approach Tab 9: Scheduling Methodology Tab 10: Workload Tab 11: References

B. Interview Scoring Criteria

Criteria 1: Project Understanding, Experience and Past Performance Criteria 2: Overall Construction Approach Criteria 3: Knowledge of Site, Safety and Local Business Criteria 4: Cost Control and Constructability

ATTACHMENTS

• Aerial Map

• AIA Document A133-2019 Standard Form of Agreement between Owner and Construction

Manager as Constructor (Draft)

• AIA Document A201-2017 General Conditions of the Contract for Construction (Draft)

Legal Notice

Request for Qualifications Construction Management Services

Pursuant to 255.103 F.S. 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 for Pathways Elementary, 11 Classroom Addition, Project No.2548152, Ormond Beach, Florida. The estimated construction cost is $12,000,000.

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 mandatory pre-submittal meeting, to describe the project more fully, will be held on February 13, 2025, at 9:00 AM at Facilities Services, 3750 Olson Drive, Daytona Beach Florida. All attendees must check in as a visitor in the building reception area. Due to conference room space restrictions, Firms are requested to bring no more than two

(2) representatives. The Firm’s representative shall be an authorized employee and shall sign-in the meeting accordingly. Only those Firms signed-in attendance at this meeting will be eligible to submit for this Project.

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 Volusia County Schools, Procurement Department at (386) 734-7190 for contractor prequalification requirements.

Prospective Construction Management Firms 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 on March 6, 2025;

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 Jamie M. Haynes, Chair https://www.myvendorlink.com/common/default.aspx

REQUEST FOR QUALIFICATIONS

CONSTRUCTION MANAGEMENT SERVICES

PATHWAYS ELEMENTARY

11 CLASSROOM ADDITION – PROJECT NO. 2548152

I. PROJECT AND GENERAL INFORMATION

A. Purpose

1. This document shall serve to provide interested parties with specific information as to the Procedures for Selection of a Construction Management Firm, 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 (CCNA), Section 287.055 F.S., and Rule 6A-2.0010 Florida Administrative Code. The School Board of Volusia County Florida will consider contracting a single Firm to provide construction management services for the Project described in this RFQ.

2. In determining whether a Firm is qualified, the District’s Selection Committee shall consider availability, location, business structure, experience, past performance, proposed project staff and functions, workload, and project approach; as well as other supporting factors such as evidence of insurance, references, and litigation.

B. Description

1. The Volusia County School Board is interested in entering into a contract with a qualified construction management Firm to provide services of a specified nature as outlined in the contract to be entered into, the form of said contract being attached hereto, said services consisting of providing construction management services for an 11 Classroom Addition at Pathways Elementary, 2100 Airport Road, Ormond Beach, Florida.

2. The anticipated scope of the Project shall consist of a one-story masonry construction, eleven classroom building of approximately 15,000 square feet to include restrooms, storage rooms and mechanical rooms; and expansion of the parent drop-off / pick-up loop with associated site work.

3. Construction shall be on an occupied campus. Work will be phased as necessary in order to prevent interruptions of student and staff services. Hall & Ogle Architects, Inc., is the selected Owner’s architect of record.

4. The estimated construction budget is $12,000,000.

5. The Firm shall provide the District with construction management services per Chapter 481, F.S. and State Requirements for Educational Facilities (SREF), Section 4.1.

6. The Contract, to include the Agreement, all attachments and General Conditions shall establish

Construction Management Services for the Project.

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

8. The Construction Management services shall consist of two phases. The first phase of service will be for pre-construction wherein the Construction Manager 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 the Owner, the construction phase will proceed. During the construction phase, the Construction Manager shall become contractually bound to the Owner to provide the actual labor and materials for the Project.

9. The size, scope, and complexity of the Project under this contract will be determined based upon specific requirements of the Project as determined by School Board representatives and/or designated architect/engineers 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 the RFQ. Contact Volusia County Schools, Procurement Department at (386) 734-7190 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 287.055, F.S.

2. This Request for Qualifications (RFQ) is the first step in the selection process. The Public Submittal Opening shall occur on March 7, 2025, at 9:00 AM at Facilities Services, 3750 Olson Drive, Daytona Beach, Florida. 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 construction 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 School Board to negotiate with the top ranked Firm to provide pre-construction and construction services for the Project.

3. The Selection Committee shall have a minimum of five members appointed by the superintendent/designee and may include representatives from the Facilities Division with experience in planning, architecture, 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 should be made by Firms to contact or influence any committee member directly or indirectly.

The Selection Committee shall score the entire process.

5. The shortlisting shall occur March 26, 2025, at Facilities Services, 3750 Olson Drive Daytona Beach.

Firms in the process of prequalifying as a contractor with the Board, via the Procurement Department, will still be considered as long as Planning & Business Services can demonstrate the Firm has met the requirements for the April 08, 2025, Board meeting; the application deadline for this meeting is March 14, 2025. For prequalification information, contact the Volusia County Schools Procurement Department at (386)734-7190.

6. Interviews of shortlisted Firms shall occur April 22, 2025, at Facilities Services, 3750 Olson Drive

Daytona Beach. Anticipated Board approval of the selected Firm is May 13, 2025.

7. In accordance with CCNA, the School Board shall negotiate a contract with the 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 on March 6, 2025;

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

2. The School Board reserves the right to request clarification of information submitted and to request additional information.

3. It is the intent of the School 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 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 120.57(3), F.S. will constitute a waiver of proceeding under Chapter 120, F.S.

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

120.57(3), F.S. and District 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 School Board of Volusia County, Florida shall constitute a waiver of all protest rights.

6. Shortlist and interview rating results, and award recommendation 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. Mandatory Pre-submittal Meeting: 9:00 AM February 13, 2025

b. Submittal Questions Deadline: 3:00 PM February 20, 2025

c. Submittals Due: 3:00 PM March 6, 2025

d. Public Submittal Opening: 9:00 AM March 7, 2025

e. Shortlist Firms 9:30 AM March 26, 2025

f. Mandatory Site Visit (shortlisted Firms only): April 2, 2025

g. Interviews (oral presentations): April 22, 2025

h. Anticipated Board Approval of Ranking: May 13, 2025

i. Anticipated Award of Contract: June 24, 2025

3. The mandatory pre-submittal meeting, shortlisting and interviews will be held at Facilities Services, 3750 Olson Drive, Daytona Beach Florida on the designated dates and times indicated in the schedule above. The mandatory site visit, for the shortlisted Firms only, will be held at the Project site, 2100 Airport Road, Ormond Beach, Florida. All visitors to Volusia County Schools facilities are required to check in with the receptionist.

4. Questions regarding this RFQ shall be submitted via VendorLink in the Questions & Answers section of the solicitation. Questions will be provided a written response by addendum via VendorLink in the Documents section of the solicitation.

5. Questions from shortlisted Firms addressing matters pertinent to interview, which were not covered at the mandatory site visit, shall be submitted via email to PlanningServices@groups.volusia.k12.fl.us. All https://www.myvendorlink.com/common/default.aspx https://www.myvendorlink.com/common/default.aspx http://www.flsenate.gov/Laws/Statutes/2010/120.57 https://www.myvendorlink.com/common/default.aspx questions must be received by 3:00 PM, April 8, 2025, to be considered. Responses shall be emailed to all shortlisted Firms’ representatives no later than end of day April 9, 2025.

C. General Information

1. Sealed Solicitation Requirements: the “Request for Qualifications (RFQ) and Acknowledgement”, cover sheet of this RFQ must be completed, signed, and returned with the Firm’s submittal. 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 may be defined herein. Unless otherwise specified, Firm(s) must use the form(s) furnished by The District. All responses shall be typewritten or filled in with pen and ink. Responses having erasure or corrections must be initialed by the Firm 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 that they fully understand there will be no recourse for negligence or oversight for not doing so. Responses received that fail to comply with these submittal requirements may not be considered for contract.

a. Electronic submittals, as described in this solicitation, are mandatory unless otherwise specified.

Responses must be furnished and uploaded in VendorLink no later than 3:00 PM, EST, on or before the due date specified on the cover sheet of this RFQ, to be considered. Responses shall be organized and shall include necessary information as to be in full compliance with the RFQ. The District reserves the right to reject and not consider any submittal that is not submitted in accordance with the RFQ submittal requirements.

b. VendorLink help is available via email at support@evendorlink.com. Support operation hours are 7:00AM to 9:00PM, EST.

c. Responses received by telephone, email, or facsimile machine shall NOT be accepted unless stated in the special conditions of this RFQ.

2. Firm’s Responsibility: it is the responsibility of the Firm to obtain all pages of the RFQ package and all attachments thereto, together with any addenda to the RFQ package that may be issued prior to the due date and time. Firm(s) are required, before submitting their response, to obtain and carefully examine the RFQ and to completely familiarize themselves with all of the 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 openings shall be public at the date and time stated in the RFQ unless otherwise indicated.

4. Responses Received Late: it is the Firm(s) responsibility to assure that the submittal is uploaded in VendorLink prior to the opening date and time specified. Any submittal received after the opening date and time will be rejected regardless of the circumstances.

5. In order 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 District 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. By responding to the RFQ, Firms acknowledge that they have carefully reviewed the entire RFQ, including appendices and addenda are expressly acceptable without reservation.

8. Submittals become the property of the School Board.

mailto:support@evendorlink.com

9. By making a submittal the Firm agrees to comply with all applicable federal, state, and local statutes and regulations.

10. The state of Florida has passed a law stating that all Bidders visiting a school campus shall comply with Florida House Bill 1877; the Jessica Lunsford Act, effective September 1, 2005, amended July 2007.

The requirements of this Act can be viewed on the District’s web site, Jessica Lunsford Act (JLA), Volusia County Schools (vcsedu.org).

11. Pursuant to §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.

12. 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.

13. In accordance with section 287.135 F.S., the School 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 mailto:PUBLICRECORDSREQUEST@VOLUSIA.K12.FL.US pursuant to 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 List, created pursuant to 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 on March 6, 2025; status shall be

“Submitted”, “Draft” files will not be accepted. File shall be combined PDF format as required in the RFQ, Section III. Evaluation Criteria, A. Shortlist Scoring and Submittal Criteria; organized by Tab with corresponding bookmarks for navigation.

3. The submittal shall be 8.5 x 11 inches, not including foldouts. Pages shall be single-spaced. The minimum font size shall be 10-point. Use at least one (1) inch margins on the top and bottom and three-quarter (3/4) inch side margins. Pages shall be numbered sequentially by section inclusive of all submittal requirements. Quantity of pages not to exceed sixty (60), excluding any individual Tab pages and addenda acknowledgements.

4. Legible 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 an 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 requirement.

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 a Firm with prior educational project experience. 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) and Acknowledgement form, Letter of Introduction, Addenda

Acknowledgement and Table of Contents (non-scored)

1. Request for Qualifications (RFQ) and 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, project team location, corporate structure, ownership interest and the length of company's existence. Include the name, title, email and phone number of the person responsive for the Firm for this RFQ. Provide the specific office location where services will be provided to the District; include address, phone number(s) and email(s) of the personnel who will be key to any part of the construction documents and project administration. Address the letter 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 Form, Bonding Capacity 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 preferable.

2. Attach a letter of intent from a surety company indicating the firm’s ability to obtain a bond for projects with a construction cost of approximately $12,000,000. The surety company must be licensed to do business in the state of Florida and have an A. M. Best rating of “A-” or better.

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

Board of Volusia County Florida. Firms in the process of prequalifying as a contractor with the Board shall include a letter, on the Firm’s letterhead, stating such. Prequalification status shall be verified at the time of 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. Acceptable for the Firm to state as Tab 3 that Financial Strength information is Confidential and has been submitted separately.

3. The Firm must upload the financial information as required above, as an independent PDF, in VendorLink by the same due date and time as the submittal.

Tab 4: Strategy to Utilize Local Businesses (weighted value 5)

1. Provide detailed documentation regarding the Firm’s strategy to utilize local businesses for past projects. Provide the Firm’s strategy to utilize local businesses for future projects; include specific rationale for your decision to utilize or not utilize local businesses as subcontractors or consultants.

Tab 5: 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. Firms submitting as joint venture shall submit a copy of the joint venture agreement. If a joint venture or prime/subcontractor 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. Licenses: attach 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 Selection Committee may verify the current status with the appropriate state board.

Tab 6: Experience and Past Performance (weighted value 30)

1. Firms may submit any information deemed appropriate for evaluation of past contracted performance which have/had scope of services similar to the services required for this Project.

2. Detail the experience the Firm has providing construction management services for K-12 educational facility projects.

3. List all contracts the Firm has provided/is providing construction management services in the past five

(5) years, for which the services provided by the Firm are similar to the Project Description and Scope of Services detailed in this RFQ. The projects shall be sufficiently comparable so that the District’s Selection Committee may conclude the Firm is familiar with and capable of handling the Project described herein. Preference will be given to K-12 construction Projects of similar size and scope.

4. List Projects in priority order with the most relevant Project first. For each Project, 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 to include all change orders/amendments to the original agreement

h. Final construction value and cost per square foot

i. Indicate the number of change orders on the project 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)

5. 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 particular circumstances giving rise to the dispute and the actions which the Firm attempt to settle the matter prior to and after suit being filed.

6. 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.

Tab 7: Proposed Project Staff and Functions (weighted value 20)

1. Firm shall express the general and specific project related experience and capability of in-house staff and their functions as they relate to the Project Description, Scope of Services detailed in this RFQ.

2. Provide a detailed organization chart describing your proposed organizational structure for this Project, indicating key personnel and their relationship to this Project and other team members.

3. Firm shall name the proposed staff to be assigned to the Project. Describe their job skills, education, training and experience. Portray the role and function of each within the organization. Staff proposed for this Project should be present, if Firm is selected, for interview.

4. Firm shall provide resumes for all professional staff assigned to the Project. This is the Firm’s opportunity to share with the committee the capabilities of the Firm and assigned staff. Include appropriate construction project related detail in the submittal. An example of such detail is listed below.

a. Name and title

b. Job assignment for other projects

c. Number of years with this Firm

d. Number of years with other Firms

e. Project experience (type of project, dollar value, square footage, etc.)

f. Education

g. Active registrations and certifications

h. Other experience and qualifications that are relevant to construction management services

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

j. 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:

1) Firm’s Project Experience

2) Individuals’ Project

Tab 8: Project Approach (weighted value 15)

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 Project Management Team.

2. 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. 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 9: Scheduling Methodology (weighted value 10)

1. Firm’s demonstration of a coherent and specific plan for completing this Project within the project parameters, documenting the services to be provided and showing the interrelationship of all parties.

Firm shall describe the scheduling methods, approach and plan for implementing construction management services and a program for construction quality assurance and schedule adherence.

2. For three (3) of the projects listed in Tab 6: Experience and Past Performance, Firm shall draw parallels between these projects and this Project in the following areas:

a. Describe how project schedules are developed and maintained and provide specific examples of scheduling challenges and how they were resolved.

b. Describe the types of records, reports, monitoring systems and information management systems that they use in the management of each project. Provide examples of each report used.

c. Describe the way quality control is maintained during the preconstruction and construction phases of the project. Provide specific examples of how these techniques were used.

d. Describe specific construction management services and how they helped the Client in terms of cost, quality, schedule, safety, etc.

Tab 10: Workload (weighted value 10)

1. As part of the evaluation criteria, the Committee will review the Firm and its subcontractor current workload provided in the submittal. 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 this Project workload.

Tab 11: References (non-scored)

1. Provide a minimum of three (3) reference letters from Owner Representatives for Projects that the Firm has provided / is providing architectural 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 cost competitive the Firm was when negotiating cost proposals. Letters from School District of Volusia County staff shall not be considered.

If evaluation data is available, School District staff will provide input on the Firm’s past work performance.

B. Interview Scoring Criteria

1. After an evaluation of the submittals, the evaluation committee shall conduct interviews from a shortlist of Firms. Shortlisted Firms will be contacted for interview and shall provide a presentation based on the criteria in this section of the RFQ. Interviews are an optional determined by the Selection Committee.

2. In accordance with 286.0113 F.S., oral interviews and presentations are exempt from the public meeting requirements.

3. Interview presentations will be scored using an Adjectival Rating of 0 – 5 multiplied by the weighted value assigned to each criteria section, as defined here:

0 = Unsatisfactory: non-responsive to the criteria requirement.

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.

4. Weighted values, as indicated in the Interview Scoring of this RFQ, may be revised by the Selection Committee at the time of shortlisting.

5. Interview agendas will be entirely at the discretion of the prospective Firm. Emphasize how the Firm’s performance on similar projects positively impacted the success of the Project with regards to the following criteria.

6. Submittal of a digital file of the Firm’s presentation, at the time of interview, is required.

Criteria 1: Project Understanding, Experience and Past Performance (weighted value 30)

1. Discuss the Firm’s understanding of the Project Description and Scope of Services detailed in the RFQ.

Discuss the experience the Firm and the Firm’s subcontractors have with managing K-12 educational facility projects detailed in the Project Description and Scope of Services in the RFQ.

2. Discuss the general and specific project related experience and capability of the Firm’s staff and the subcontractor’s staff, their supporting office location(s) and their functions as they relate to the Scope of Services for this Project.

3. Discuss the Firm’s qualifications and experience, to include the qualifications of all staff and subcontractors that may be assigned to this Project.

4. Select a reference included in the Firm’s submittal and discuss why this client may consider the Firm to be the most qualified and capable to perform the services detailed in the RFQ.

5. Discuss the overall unique qualifying factor of the Firm that clearly sets it apart from other firms that provide similar service.

Criteria 2: Overall Construction Approach (weighted value 30)

1. Demonstrate the Firm’s plan for performing the services as detailed in the Project Description and Scope of Services in the RFQ while showing the interrelationship of all parties involved.

2. Discuss the Firm’s ability to work with the selected design professional to successfully complete the Project within budget and within the timeframe defined in the Projected Construction Schedule.

Criteria 3: Knowledge of Site, Safety and Local Business (weighted value 20)

1. Demonstrate the Firm’s knowledge and understanding of the site. Describe any site-specific challenges that may be inherent to the location and layout of the school. Provide detailed recommendations for site layout, access, staging, etc., and environmental and logistical issues, if any.

2. Describe how the Firm’s Safety Program is initiated, maintained, and supervised.

3. Discuss the Firm’s planned utilization and strategy for Local Business Participation.

Criteria 4: Cost Control and Constructability (weighted value 20)

1. Discuss the Firm’s knowledge and experience in the evaluation of building systems and the recommendations of materials to create an optimum value in meeting the design intent and budget requirements.

2. Present documented evidence of cost savings achieved through cost control measures including but not limited to value engineering. Explain the rationale for these measures.

THIS AREA INTENTIONALLY BLANK

AIA

Document A133™ – 2019 Standard Form of Agreement Between Owner and Construction Manager as Constructor where the basis of payment is the Cost of the Work Plus a Fee with a Guaranteed Maximum Price

AIA Document A133™ – 2019. Copyright © 1991, 2003, 2009, and 2019 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission. This draft was produced by AIA software at 13:36:36 ET on 09/21/2020 under Order No.0621352511 which expires on 10/08/2021, is not for resale, is licensed for one-time use only, and may only be used in accordance with the AIA Contract Documents® Terms of Service. To report copyright violations, e-mail copyright@aia.org.

User Notes: School Board of Volusia County Florida - Project Specific - 2023-Sept-20. (1718768230)

ADDITIONS AND DELETIONS:

The author of this document has added information needed for its completion.

The author may also have revised the text of the original AIA standard form.

An Additions and Deletions Report that notes added information as well as revisions to the standard form text is available from the author and should be reviewed.

This document has important legal consequences.

Consultation with an attorney is encouraged with respect to its completion or modification.

AIA Document A201™–2017, General Conditions of the Contract for Construction, is adopted in this document by reference. Do not use with other general conditions unless this document is modified.

ELECTRONIC COPYING of any portion of this AIA® Document to another electronic file is prohibited and constitutes a violation of copyright laws as set forth in the footer of this document.

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:

(Name, legal status, address, and other information) for the following Project:

(Name, location, and detailed description)

The Architect:

(Name, legal status, address, and other information)

The Owner and Construction Manager agree as follows.

AIA Document A133™ – 2019. Copyright © 1991, 2003, 2009, and 2019 by The American Institute of Architects. All rights reserved. The “American Institute of Architects,” “AIA,” the AIA Logo, and “AIA Contract Documents” are registered trademarks and may not be used without permission.