RFQ for OPM (Richmond).docx

Request for Qualifications

Owner's Project Manager Services

Richmond Public Library, Community Meeting Space, and Town Offices The Town of Richmond (“Town”), through the Town Building Committee (“Building Committee”), requests qualifications from qualified firms for Owner’s Project Manager (“OPM”) services for the planning and design of a new Town building to potentially include a Public Library, Community Meeting Space, and Town Offices. OPM services will commence immediately after contract award. Planning and design are expected to be completed by April 2020. Copies of the Request for Qualifications (RFQ) are available at Office of the Town Administrator, 1529 State Rd, Richmond; via email at Townadmin@richmondma.org; and on the Town’s website at www.richmondma.org.

There will be a voluntary pre-bid walkthrough on Monday, July 22, 2019 at 2 P.M. at 1529 State Road, Richmond, MA. Sealed responses clearly labeled "Owner's Project Manager Qualifications for the Richmond Town Building Project" are due by 2 P.M. on Thursday, August 7, 2019, delivered to: Town Administrator/Chief Procurement Officer, Town Hall, 1529 State Road, Richmond, MA 01254. The Town reserves the right to reject any and all proposals; to waive any defects, informalities, and minor irregularities; to award contracts; or cancel this RFQ, if it is in the Town's best interest to do so.

REQUEST FOR QUALIFICATIONS (RFQ)

FOR OWNER'S PROJECT MANAGER (OPM)

For Planning and Design of a Town Facility in the Town of Richmond under the direction of the Building Committee

Posting: July 5, 2019 Pre-Bid Conference: July 22, 2019 Response Due Date: August 7, 2019

Table of Contents

Invitation to Submit Proposal The Town of Richmond Building Committee ("Committee") invites applicants to submit proposals for the services of a qualified Owner's Project Manager ("OPM"), as defined in Massachusetts General Laws Chapter 149, Section 44AY2, and as further defined by the provisions of this Request For Qualifications ("RFQ"), to provide Project Management Services for the planning and design of a renovated or new Town Building in Richmond, Massachusetts ("Project").

The Building Committee is seeking the services of an OPM to represent the Town in the selection of a Designer and in the selection of any other consultants that may be needed, and to provide advice and consultation in: identifying and evaluating alternative solutions for the public building, selecting one or more of the alternative solutions for conceptual design and cost estimation, selecting a preferred option, and evaluating the schematic design and cost estimate of the preferred option.

All applicants must submit in conformance with this RFQ document, which is available at the office of the Board of Selectmen, Town Hall, 1529 State Street, Richmond, MA 01245, or by sending an e-mail to Townadmin@richmondma.org.

It is expected that OPM services will be required from September 2019 through April 2020. Any future design development, including preparation of construction documents, will be dependent upon Town approval. The requested proposal here shall cover only the pre-design and design phases.

Upon completion of the pre-design study phase the Owner reserves the right to move into the design and construction phase of the project with the same Project Management firm.

Project Description The Town of Richmond is a community of 1475 people as of the 2010 United States census. It is located in Berkshire County, Massachusetts. The current Town Hall was constructed in 1924 and has undergone several renovations. A new Town facility has been proposed in the past, but it failed to meet the 2/3 approval for funding by a few votes. The Town is in the process of conducting a new needs assessment and design for the Town building. The study phase is expected to be completed by September 2019, and the OPM will be under contract prior to the start of the selection process for the Designer/Architect.

Funding for the planning project was approved at the May 2018 Town Meeting.

Scope of Services Chapter 193, §13 of th Acts of 2004, as incorporated in MGL c. 149, s 44A 1/2, lists the minimal required duties of the OPM, which include, but need not be limited to:

· providing advice and consultation with respect to design, value engineering, scope of the work, cost estimating, general contractor and subcontractor prequalification (pursuant to section 44D 1/2 or 44D 3/4 when applicable), scheduling, construction, and the selection,

· negotiation with and oversight of a designer, and, if necessary, with a general contractor for the project;

· ensuring the preparation of time schedules, which will serve as control standards for monitoring performance of the building design project;

· assisting in project evaluation, including, but not limited to, written evaluation of the performance of the design professional and of any other consultants, contractors, and subcontractors;

· the performance of other tasks to minimize schedule delays, ensure quality of needed services, facilitate communications among all parties working on the project, and to complete the project within budget.

Specific Scope of Services:

1. The OPM will report to the Building Committee, which will oversee the OPM's management of the project.

2. The OPM will be required to attend periodic meetings with the Building Committee and provide status reports.

3. The OPM will be required to attend meetings with the Designer and other meetings, as directed by the Building Committee.

4. The OPM will prepare monthly reports and other reports related to the Project as directed by the Building Committee.

5. The OPM will work with the Building Committee to establish and monitor the Project budget.

6. The OPM will understand, direct, and prepare all documents required for compliance with any grant requirements.

7. The OPM will organize and conduct public meetings with abutters and neighbors to review concerns as needed.

8. The OPM will assist the Building Committee with Designer selection.

9. The OPM will assist the Building Committee with the selection of other consultants that may be needed to complete the project.

11. The OPM will provide advice and consultation in connection with site evaluation, including, but not limited to, site surveys, wetlands evaluation, environmental evaluations, hazardous materials evaluation, and subsurface testing.

12. The OPM will review and critique the Designer's conceptual plans and cost estimates for cost, constructability issues, missing items, coordination, and compliance with the requirements of the MBLC and all other applicable laws and regulations.

13. Cost Estimating Review and Evaluation — The OPM will: review and accept (and reconcile, if required) conceptual estimates; provide value engineering and resource prioritization suggestions; perform systematic cost review of conceptual and schematic designs and provide written acceptance; and work with Designer to reconcile estimates to Project budget as required.

14. Document Review — The OPM will provide constructability and coordination review of the documents at all stages of design.

15. Quality Control Program — The OPM will work with the Building Committee and Designer to develop a detailed Project-specific quality-control program that will provide for the identification of the best option for a new Town building and the highest quality building possible within Project constraints.

16. The OPM will provide advice and consultation in evaluating the plan for and cost estimates of moving into a Town building.

Dates

Requests for Qualifications may be obtained on or after July 5, 2019 at the Board of Selectmen office, Town Hall, 1529 State Road, Richmond, MA 01254, or by sending an e-mail to townadmin@richmondma.org.

Written proposals must be received by the office of the Town Administrator/Chief Procurement Officer no later than 2:00 P.M. on August 7, 2019. Proposals must include an original, ten (10) copies, and one electronic copy in PDF format submitted by email to: Townadmin@richmondma.org. Proposals submitted by fax will not be considered.

Submission Deadline and Instructions

Sealed proposals must be received and registered by the Town Administrator/Chief Procurement Officer, Town Hall, 1529 State Road, Richmond, MA 01254 by August 7, 2019 at 2:00 PM at which time and place the sealed proposals shall be publicly opened.

Proposals must include an original, ten (10) copies, and one electronic copy in PDF format submitted by email. No proposals will be accepted after the time and date noted. Proposals submitted by fax will not be considered.

Proposals should not include any reference to Consultant's proposed fee or any hourly rates. A contract and fee amount will be negotiated with top ranked applicants later in the selection process and will not be discussed in the proposals or interviews.

Request for Qualifications documents may be obtained at the office of Town Administrator / Chief Procurement Officer, Town Hall, 1529 State Road, Richmond, MA 01254 or by email at: townadmin@richmondma.org Proposals are to be sealed and properly identified on the outer envelope as "Qualifications for Owner's Project Manager for Richmond Public Building" with the applicant's name and address, and delivered either by mail or physically to:

Robert T. Markel Interim Town Administrator Town Hall 1529 State Road Richmond, MA 01940

A PDF copy should also be submitted via email to: Townadmin@richmondma.org

Requirements for Content of Response:

· Submit 10 (ten) hard copies of the Response to this Request for Qualifications. All Responses must:

· Be presented in an organized and clear manner on 81/2 x 11" pages and bound.

· Respondents may supplement this proposal with graphic materials and photos that best demonstrate project management capabilities of the team proposed for this Project.

· Responses shall be concise. Materials not directly relevant to this Project are discouraged.

· Include an electronic copy in PDF format.

· Include a cover letter which:

· Acknowledges any addendum to the RFQ.

· Acknowledges that the Respondent has read the Request for Qualifications. Respondent will note any exceptions to the RFQ in the cover letter.

· Acknowledges Respondent meets minimum criteria.

· Include all the required forms and certifications in the Attachments:

· Certification of Non-Collusion and Certification of Tax Compliance

· RCB-1, References and Company Background

· OPM Application Form, clearly communicating compliance with the minimum requirements and providing evidence relevant to the Evaluation Criteria identified in this RFQ.

· Include a profile of the firm describing the Respondent's organization and its history.

· Provide a list of the seven (7) most recent projects accomplishing substantial completion.

· Identify the Respondent's current and projected workload for projects estimated to cost in excess of $1.5 million (part of OPM Application Form).

· Include a description of specific examples of problem solving that had significant project impact on cost and time.

· Identify experience with life cycle cost analysis, cost estimating and value engineering, with examples of recommendations and associated benefits to towns.

· Include a description of management approach, including proposed project staffing, project management systems and effective information management.

· Identify firm's existing employees by number and area of expertise (e.g. field supervision, cost estimating, schedule analysis, value engineering, constructability review, quality control, and safety) and who will be assigned to this Project (may be incorporated into OPM Application Form).

· Identify any services to be provided by sub-consultants (OPM Application Form).

· Include additional information, as needed, to address the Respondent's ability to meet the evaluation criteria.

· Identify availability for local meetings.

· Assure compliance with local, state and federal regulations.

Responses must be signed as follows:

1. If the proposer is an individual, by him/her personally.

2. If the proposer is a partnership, by the name of the partnership, followed by the signature of each general partner.

3. If the proposer is a corporation, by the authorized officer, whose signature must be attested to by the Clerk/Secretary of the corporation, and corporate seal affixed.

4. If the proposer is a limited liability company, by a manager.

The Town of Richmond, as the awarding authority, reserves the right to accept any proposal in whole, and to reject any and all proposals if it shall be deemed in the best interests of the Town of Richmond to do so. Respondents bear sole risk and responsibility for all costs incurred in the preparation and delivery of the proposal.

Insurance and Indemnification Insurance: As a condition of application, each applicant agrees to carry, if selected for this project, general liability and motor vehicle liability insurance policies protecting the Town of Richmond in connection with any operations included in the contract and shall have the Town of Richmond listing as an additional insured on the policies. General coverage shall be in the amount of $1,000,000 per occurrence and $1,000,000 aggregate for bodily injury and property damage liability. Worker's compensation insurance, in accordance with the requirements of Massachusetts law, will also be required. See the sample contract for more specific insurance requirements.

Indemnification: The successful applicant shall agree to indemnify and hold harmless the Town of Richmond and its officers, boards and employees, including the Building Committee, from and against all claims, causes of action, suits, damages and liability of any kind which arise out of the negligence or willful misconduct of the successful applicant or its officers, employees, agents and representatives.

Questions, Addendum, or Proposal Modification Any questions concerning this Request for Qualification must be submitted in writing or via email to:

Town Administrator/Chief Procurement Officer Town Hall 1529 State Road Richmond, MA 01940 townadmin@richmondma.org

All inquiries received by July 22, 2019 will be considered. Questions may be delivered, mailed, or emailed. Written responses will be mailed, or emailed to all applicants on record as having received the RFQ. All inquiries must be submitted to the Town Administrator/Chief Procurement Officer.

If any changes are made to this RFQ, an addendum will be issued. Addenda will be mailed or emailed to all applicants on record as having received the RFQ.

All proposals submitted in response to this RFQ shall remain firm for ninety (90) days following the proposal opening. The contract will be awarded within ninety (90) days after the proposal opening. The time for award may be extended for up to forty-five (45) additional days by mutual agreement between the Town Administrator/Chief Procurement Officer and the highest ranked applicant, on the basis of the evaluation criteria stated below.

An applicant may correct, modify, or withdraw a proposal by written notice received by the Town Manager/Chief Procurement Officer prior to the time of proposal opening. Proposal modifications must be submitted in a sealed envelope clearly labeled "Modification No. _". Each modification must be numbered in sequence and must reference the RFQ. After the opening of proposals, an applicant may not change any provision of the proposal in a manner prejudicial to the interests of the Town of Richmond or fair competition. Minor informalities may be waived or the applicant may be allowed to correct them.

Fee The fee for this project is to be negotiated upon selection. The fee will include all expenses, direct and indirect, for this project. Payment for OPM services resulting from this RFQ is subject to available funds. All proposals shall belong to the Town of Richmond. The successful applicant shall agree to comply with all applicable federal, state, and local laws in performance of its contract with the Town of Richmond. The Town reserves the right to negotiate mutually acceptable amendments to the contract arising from the RFQ and, in particular, with respect to additional services.

Responses should not include any reference to Respondent's proposed fee or any hourly rates. A contract and fee amount will be negotiated with top ranked applicants later in the selection process and will not be discussed in proposals or interviews.

Minimum Requirements In order to be eligible for selection, Respondent must certify in the cover letter that it meets the following minimum requirements. Any Respondent that fails to include such certification in its response to demonstrate that these criteria have been met, will be rejected without further consideration.

Each Respondent must designate an individual who will serve as Project Manager, who will meet the following minimum requirements:

· The Project Manager will be a person who is registered by the Commonwealth of Massachusetts as an Architect or Professional Engineer and who has at least five (5) years’ experience in the construction and supervision of construction and design of public buildings; or

· If not registered as an Architect or Professional Engineer, the Project Manager must be a person who has at least seven (7) years’ experience in the construction and supervision of construction and design of public buildings.

· A thorough knowledge of the Massachusetts State Building Code, the regulations of the Massachusetts Architectural Access Board, and the Americans with Disabilities Act.

· A thorough knowledge of all public bid laws, including without limitation M.G.L. Chapter 149, Section 44A1/2.

· Prior experience administering design and construction on projects of similar size and scope.

· Financial and operational ability to perform project management services on the project within all established budget limits and time schedules.

· Familiarity and/or experience relating to "green" building certification program. Demonstrated experience working on green buildings, rating system used, e.g. LEEDS, and recommendations to Owner.

Evaluation Criteria The Committee will evaluate each proposal from each firm deemed to have submitted a responsive and responsible proposal. Proposals will be assigned the rank of "highly advantageous," "advantageous," "less advantageous," or "unsatisfactory" for each criterion. In addition to the material submitted within the proposal, the Town will likely contact references and may ask for additional information or a clarification of any responses.

Rank

Standard of Review

Criteria:

· Past performance: Successful past performance of similar services on publicly funded projects in the Commonwealth, as evidenced by:

· Documented performance on previous projects (included on OPM application form), including the number of projects managed, project dollar value, number and percentage completed on time, number and dollar value of change orders, average number of projects per project manager per year, and number and outcome of any legal actions;

· Satisfactory working relationship with designers, contractors, owners, committees, and local officials.

· Relevant Experience: Experience and successful past performance of public building projects including relevant issues, such as historic buildings, renovation in an existing location, new construction in a new location and the Massachusetts Public Library Construction Program.

· Public Sector Experience: Thorough knowledge of Commonwealth construction procurement laws, regulations, policies and procedures, pursuant to the 2004 Construction Reform laws, as amended.

· Management: Respondent's approach to providing the level and nature of services required and approach to assisting in feasibility studies for projects of similar type. Approach will be evaluated based on Respondent's proposed project staffing, project management systems, effective information management, and examples of problem-solving approaches to issues that impact time and cost.

· Key Personnel: Experience and roles of key personnel provided by the Respondent, including Project Manager, Project Representative, and any other key roles identified by the Respondent, including roles in design review, estimating, cost control, and schedule control. Respondents will be evaluated based on time commitment, experience, and references for these key personnel.

· Capacity and Skills: Experience of existing employees by number and area of expertise (e.g. field supervision, cost estimating, schedule analysis, value engineering, constructability review, quality control, and safety).

· Current and Projected Workload: Respondent's current and projected workload.

· Cost Analysis and Estimating: Thorough knowledge and demonstrated experience with life-cycle cost analysis, cost estimating, and value engineering, based on actual examples of recommendations and associated benefits to towns.

· Sustainability: Familiarity with LEED Guidelines and/or demonstrated experience working on high performance green buildings.

· Quality of Response: The response to this RFQ is an example of the Respondent's work. Responses will be evaluated for conciseness, clarity, and relevance of content.

To establish a short list of Respondents to be interviewed, the Town will base its initial ranking of Respondents on the above Evaluation Criteria. At the Town's option, short-listed Respondents will be further evaluated based on financial stability. These Respondents may be asked to provide a current balance sheet and income statement as evidence of financial stability and capacity to support the proposed contract and provide evidence of sufficient office support. The Town will establish its final ranking of short-listed Respondents based on all information provided after conducting optional interviews and reference checks.

The Town reserves the right to consider any other relevant criteria that it may deem appropriate, within its sole discretion. The Town may or may not, within its sole discretion, seek additional information from Respondents.

This Request for Qualifications, any addenda issued by the Town, and the selected Respondent's response will become part of the executed contract. The key personnel that Respondent identifies in its response will be contractually committed for the Project. No substitution or replacement of key personnel or change in the sub-consultants identified in the response will take place without the prior written approval of the Town.

The selected Respondent will be required to execute a contract for Project Management Services with the Town in a similar form as the sample Contract that is attached hereto as Sample Contract.

Prior to execution of the Contract for Project Management Services, the fee for services shall be negotiated between the Town and the selected Respondent to the satisfaction of the Town, within its sole discretion. The selected Respondent will be required to provide pricing information for all phases specified in the contract at the time of fee negotiation. If the Town and the selected Respondent cannot reach agreement on the fee, the Town reserves the right to terminate negotiations and award the contract to the next highest-ranked Respondent, subject to that Respondent's agreeing to a fee deemed reasonable by the Town in its sole discretion. The Town may proceed in the same way, making conditional awards to one Respondent after another until it has reached agreement with the highest-ranked Respondent willing to agree to a reasonable fee.

The Building Committee will review all proposals based upon the above criteria. Findings from this evaluation will be used to select finalists. The Building Committee may elect to conduct interviews of multiple finalists. The Building Committee will rank finalists in order of qualifications. The Building Committee will present its recommendation to the Board of Selectmen which may choose to appoint an OPM from among the finalists, subject to successful fee negotiations. The Town of Richmond reserves the right to reject any and all responses.

Other Provisions Public Record All Responses and information submitted in response to this RFQ are subject to the Massachusetts Public Records Law, M.G.L. c. 66, § 10 and c. 4, § 7(26). Any statements in Responses that are inconsistent with the provisions of these statutes will be disregarded.

Communications with Town The Town's Procurement Officer for this Request for Qualifications is:

Robert T. Markel Town Administrator / Chief Procurement Officer Town Hall 1529 State Road Richmond, MA 01940

Respondents that intend to submit a Response are prohibited from contacting any of the Town's staff other than the Procurement Officer. An exception to this rule applies to Respondents that currently do business with the Town, but any contact made with persons other than the Procurement Officer must be limited to that business, and must not relate to this RFQ. In addition, such Respondents shall not discuss this RFQ with any of the Town's consultants (other than directed herein), Town's legal counsel or Town's other advisors. Failure to observe this rule may be grounds for disqualification.

Rejection of Responses, Modification of RFQ The Town of Richmond, as the awarding authority, reserves the right to reject any and all Responses, if the Town determines, within its own discretion, that it is in the Town's best interests to do so. This RFQ does not commit the Town to select any Respondent, award any contract, pay any costs in preparing a Response, or procure a contract for any services. The Town also reserves the right to cancel or modify this RFQ in part or in its entirety or to change the RFQ guidelines. A Respondent may not alter the RFQ or its components.

If the Town Hall Building, 1529 State Road, Richmond MA 01940 is closed due to events beyond control, such as fire, snow, ice, wind, or building evacuation during the proposal deadline, the proposal deadline will be postponed until 2:00 P.M. on the next normal business day.

Subcontracting and Joint Ventures Respondent's intention to subcontract or partner or joint venture with other firm(s), individual or entity must be clearly described in the response.

Pre-Bid Information Session There will be a voluntary pre-bid walkthrough at 2 P.M. on July 22, 2019 at the Richmond Town Hall, 1529 State Road, Richmond MA 01254

ATTACHMENTS:

Certificate of Non-Collusion and Certificate of Tax Compliance Form RCB-1 References and Company Background Signature for Individual Signature for Partnership Signature for Corporation Sample Contract

CERTIFICATION OF NON-COLLUSION and CERTIFICATION OF TAX COMPLIANCE

As required under Chapter 687 of the Acts of 1989, all bidders must certify to the following by signing this page in the space indicated below.

CERTIFICATION OF NON-COLLUSION

Pursuant to M.G.L. Ch. 30B, §10, the undersigned hereby certifies, under penalties of perjury, that this bid or proposal has been made and submitted in good faith and without fraud or collusion with any other person. As used in this certification, the word "person" shall mean any natural person, business, partnership, corporation, union, committee, club, or other organization, entity, or group of individuals.

(Signature of individual submitting bid or proposal) (Name of Business)

CERTIFICATION OF TAX COMPLIANCE

Pursuant to M.G.L. Chapter 62C, §49A, I certify under the penalties of perjury that, to the best of my knowledge and belief, the Respondent is in compliance with all laws of Commonwealth of Massachusetts relating to taxes, reporting of employees and contractors, and withholding and remitting child support.

Federal Identification Number Corporate Name Company Address Phone Number (Authorized Signature of individual submitting bid or proposal) (Name and Title) Date

Form RCB-1 References and Company Background Name and Address of Proposer:

Indicate the number of years the firm has been in business.

Indicate the number of years the firm has been providing services to municipalities.

Provide at least four references of persons who are familiar with your work. The Town of Richmond is to have express permission to contact either in person, by phone/or correspondence as to past performance. Include Name, Address, and Telephone Number with area code and email address.

1.

2.

3.

4.

Signature for Individual Name of Company Telephone Number Address City, State, Zip Code Email Address

Name/Title of Authorized Individual Fax Number

Signature for Partnerships (must be signed by ALL general partners) Use additional sheet it necessary.

Telephone Number of Company Offices Fax Number of Company Address City, State, Zip Code Email Address of Person Submitting Bid

Signatures for Corporation or Limited Liability Company Name of Corporation Date or Limited Liability Company

Telephone Number

Fax Number

E-Mail Address

Address City, State, Zip Code FID Number Signature of Clerk Please furnish the following additional information:

Organized in what state?

President:

Treasurer:

Secretary:

(For LLCs) Manager:

If you are a foreign (out of state) corporation, are you registered with the Secretary of the Commonwealth in accordance with the provisions of M.G.L. Chapter 156D § 15.03?* *If you are selected for this work, you are required to obtain from the Secretary of State, Foreign Corporation Section, a certificate stating that your corporation is registered, and to furnish said certificate to the Town of Richmond before award.