RFQ for Project Management - Knappa School District.pdf

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S-KS0043-00002639
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Marion County, Oregon

About this file

This is a Request for Qualifications (RFQ) issued by Knappa School District #4 in Astoria, Oregon, seeking project management services for a $14 million capital bond program approved by voters on November 2, 2021. The District seeks one professional firm to oversee and administer project development and delivery, including developing specifications for design-build firms, managing permitting, design, construction, commissioning, and occupancy across multiple capital improvement projects scheduled to begin formal planning in summer 2022 with completion targeted for fall 2024. Planned projects include construction of a new 6,800 square foot gym facility, a middle school wing with three classrooms, one science lab, and common areas totaling 6,825 square feet, renovation of Hilda Lahti Elementary common spaces, safety and security updates including fire sprinkler installation, roofing and building envelope replacement, Pre-K program space, classroom refresh work, portable classroom removal, and building system updates. The District may also receive an additional $2.5 million in seismic update grants that would expand the scope to include seismic upgrades at Knappa High School. Qualifications were due by 3:00 p.m. on April 18, 2022, with a selection schedule including screening on April 19-22, notification of shortlisted firms on April 25, interviews scheduled for April 30, and Board approval targeted for May 18, 2022.

The District intends to contract with the selected firm on a lump sum fee basis plus reimbursable expenses, with an option to negotiate extension of services as necessary for project completion. Funding sources include the $14 million voter-approved capital bond, $4 million in state match dollars, $2 million in bond rebates, and potentially $2.5 million in seismic update grants. The RFQ evaluation is based on demonstrated past performance on similar contracts (30 points), professional qualifications of the firm and key personnel (30 points), volume and tenure in K-12 capital construction project management (20 points), capacity and availability of key personnel (15 points), client references (10 points), and proximity of key personnel to the District (10 points). Submittals were limited to a maximum of 15 pages and required five printed copies plus an electronic copy submitted to William Fritz, Superintendent, at fritzw@knappak12.org. The District retained the right to reject any qualifications, reissue the RFQ, or select a firm directly from written qualifications at its discretion.

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Knappa School District RFQ Project Mngt Page 1

REQUEST FOR

QUALIFICATIONS

No. 01-2022

Project Management Services for

Knappa School District

2022 Capital Bond Projects

SUBMITTAL DEADLINE

April 18, 2022 I 3:00 p.m.

Knappa School District #4

41535 Old Highway 30

Astoria, OR 97103

Knappa School District RFQ Project Mngt Page 2

Background

On November 2, 2021, the Knappa School District (the District) put forth a $14 million capital school construction bond that was approved by voters. The District has also received an additional $4 million in state match dollars and $2 million in bond rebates. The District may also receive an additional $2.5 million in seismic update grants. Projects in this bond include addition of a new 6,800 sf gym facility, addition of a wing with three standard classrooms, one science lab, and one common area for middle school students as well as restrooms (6,825 sf), renovation of Hilda Lahti

Elementary common spaces (office, library, counseling offices), safety/security updates including addition of fire sprinklers at Knappa High School and Hilda Lahti

Elementary), roofing and building envelope replacement at Hilda Lahti Elementary, addition of space for a Pre-K program, some classroom refresh work, removal of current portable classrooms, and updates to building systems (electrical, HVAC, plumbing). If the seismic grant is awarded to the District, seismic updates to the

Knappa High School gym, cafeteria, and library will be included.

These projects will begin the formal planning and design phases in summer 2022, with completion of all projects scheduled for fall 2024. The District is seeking professional services to assist in the management and oversight of all the capital projects in the bond program.

It is the District's intention to engage one (1) firm to oversee and perform, in conjunction with District leadership and Northwest Regional Educational Service

District (who will handle finances), administration of project development and delivery including developing RFQ specifications for Design-Build Firms, permitting, design, construction, commissioning and occupancy, for the projects.

The District anticipates contracting with the selected firm on a lump sum fee basis, plus reimbursable expenses incurred in the conduct of these services. The

District will retain the option to negotiate extension of project ma nagement services as necessary to ensure the successful completion of projects.

Selection Process

The District is requesting Statements of Qualification from experienced firms interested in providing project management services for the above-described program of capital bond projects. The selection process will proceed as set forth below.

• The District will accept qualifications at the location and by the submittal deadline set forth in this notice. Qualifications that do not address the minimum criteria will not be considered.

• Submittals will be reviewed and scored by a selection committee, and two or more of the highest scoring firms will be selected for interviews, based on the criteria to be provided to the short-listed firms.

Knappa School District RFQ Project Mngt Page 3

• Final selection will be made upon completion of interviews, after which time the District will enter into scope and fee negotiations with the selected firm, with final approval of the contract subject to approval by the School Board.

• The District reserves the right to select a firm directly from written qualifications, seek clarification from proposers after the submittal closing date and/or waive minor irregularities at its discretion.

Right to Reject

The District reserves the right to reject any or all qualifications and/or reissue a

Request for Qualifications for this work at any time prior to School Board approval of the recommended firm and negotiated agreement if deemed appropriate and in the best interests of the District.

Selection Schedule March 29, 2022 Advertisement for RFQ Published (First Notice)

April 5, 2022 Advertisement for RFQ Published (Second Notice)

April 19, 2022 Qualifications Due by 3:00 pm

April 19-22, 2022 Screening of Qualifications

April 25, 2022 Notification of Shortlisted Firms

April 30, 2022 Interviews

May 3, 2022 Notification of Selected Firms

May 5-10, 2022 Contract Negotiation

May 18, 2022 Board Approval

Knappa School District RFQ Project Mngt Page 4

Submittal Requirements

To facilitate review, information should be organized and presented as follows:

1. Letter of Interest (maximum of 2 pages)

Please describe your interest in working with the Knappa School District and summarize the key strengths you will bring to this work.

2. Executive Summary (maximum of 2 pages)

Summarize your firm's qualifications, experience, and expertise to provide the services described in this Request for Qualifications. You may choose to include information in this section that is not discussed elsewhere in this submittal.

3. Company Profile (maximum of 2 pages)

A. Pl ease identify your firm including the contact person for your submittal, address, telephone number, email address and date firm was established. If proposer is an association or joint venture encompassing two or more fi rms, please describe the nature of your association.

B. List all Oregon State school districts by which you have been engaged for professional services in the last ten (10) years.

4. Experience and Past Performance

A. Provide a summary of at least five (5) K-12 capital facility projects and /or bond programs your firm has completed in the last (10) years which most closely relate to the firm's qualifications for this work, including at a minimum:

• Client name, reference contact name and phone number

• Dates service was provided (Month/Year - Month/Year)

• Brief description of scope and services provided

• Key personnel from this submittal who served this work

• Total construction value of project/program

• Any design-bid projects you have been associated with

B. Briefly discuss your experience and familiarity with state, county and municipal agencies and personnel typically encountered in capital project development and delivery.

Knappa School District RFQ Project Mngt Page 5

5. Project Approach

Briefly sum marize your approach to providing project management services of this nature and how you will communicate with the district and all parties involved in project development and delivery.

6. Key Personnel & Team Organization

A. Identify via organizational chart all key personnel you will assign to this work and define their roles and responsibilities.

B. Provide a resume for each team member (maximum of one page per team member) that includes their current position with your firm, total years of experience, number of years with your firm, previous relevant experience, licensure, certification and education.

C. Discuss the availability of the key personnel you will assign to this work for the scheduled time frame of the project. Identify thei r office location during provision of services and indicate what proportion of their total time will be allocated to this work through all project phases from design through final completion.

7. Client References

Please provide four (4) client references that can speak to your firm and key personnel's past performance and qualifications for this work. Please include reference name, title, district/firm, telephone number and email contact information.

Evaluation Criteria - (100 poi nts possible)

Submittals will be reviewed, scored and ranked by a selection committee according to the criteria below.

• Demonstrated past performance on similar contracts including project management, communication, quality of services and compliance wi th schedules (30 points)

• Professional qualifications of the firm and assigned key personnel for the satisfactory performance of required services (30 points)

• Volume and tenure of particular experience in the management of K-12 facility capital construction projects (20 points)

• Capacity and availability of key personnel for all project phases (15 points)

• References (10 points)

• Proximity of key personnel to the Knappa School District (10 points)

Knappa School District RFQ Project Mngt Page 6

Submittal Format

Submittals are limited to a maximum of fifteen (15), 8-1/ 2" x 11" pages, not including front and back covers, the cover letter, table of contents and resumes.

Submitting firm name and the Request for Qualifications number must appear on the front cover. Submittals may be printed two-sided; a double-sided page counts as two pages. To be considered, submittals must be received at the address below no later than 3:00 p.m., April 18, 2022. Proposers should submit five (5) printed and bound copies of thei r submittal via hand delivery, U.S. Mail or package delivery service to:

William Fritz, Ph.D., Superintendent

Knappa School District

41535 Old Highway 30

Astoria, OR 97103

Phone: 503-458-5993 x301

In addition to the print copies, an electronic copy must be received by the due date/time at the following electronic address: fritzw@knappak12.org

Questions

Please submit any questions or need for clarification regarding elements of this

Request for Qualifications to William Fritz via email at fritzw@knappak12.org. No telephone or in-person inquiries, please.

End of Request for Qualifications

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