RFQ-P 2025-057_CM@R Fire Station 16.pdf

Board of Commissioners Solicitation No: 2025-057

Request for Qualifications (Step I) and

Request for Proposals

(Step II) to provide

Construction Management at Risk Services for

Project No: GSA-2025-008

Fire Station 16 190 W Main St, Canton, GA 30114

(formerly a US Postal Service Office and Canton City Hall)

Issue Date: September 18, 2025

TABLE OF CONTENTS

A. PROJECT FACT SHEET

B. SOLICITATION OVERVIEW

1. General Project Information

2. Procurement Process

3. Terms

C. REQUEST FOR QUALIFICATIONS (RFQ)

1. Schedule Of Events

2. Questions And Request for Clarifications

3. Minimum Qualifications

4. Evaluation Criteria

5. Statement Of Qualifications Contents

6. Submittal Of Statements of Qualifications

7. Finalist Notification

D. REQUEST FOR PROPOSALS & INTERVIEWS (FROM QUALIFIED FINALIST)

1. Schedule Of Events

2. Questions And Request for Clarifications

3. Pre-Proposal Site Visit & Scope Review

4. Proposal Criteria for the Evaluation of Firms

5. Proposal Contents

6. Submittal Of Proposals

7. Interview Information

8. Interview Criteria for the Evaluation of Firms

9. Instructions for Preparing Fee Proposals

10. Instructions for Submission of Fee Proposals

11. Final Selection

E. ATTACHMENTS

1. Cherokee County Solicitation No: RFQ-P 2024-041 Design Professional Fire Station 16

2. Cherokee County Standard Solicitation T_Cs_FORMS_REV 7-11-2024

3. Cherokee County Networking Standards for Construction v11

4. Cherokee County Property Management Standards 8Aug2024

5. County CM@R Services Insurance Requirements

6. CM@R Fee Proposal Form

7. General Conditions Cost Worksheet

8. County Agreements:

a. A133-2019 (Agreement)

b. A201-2007 (General Conditions)

STEP I – REQUEST FOR QUALIFICATIONS

Must be submitted along with your Statement of Qualifications. Required APPENDIX forms are in the “Cherokee County Standard Solicitation T_Cs_FORMS_REV 7-11-2024” attachment.

APPENDIX “A”: INFORMATION & ADDENDA ACKNOWLEDGEMENT FORM

APPENDIX “B”: NON-COLLUSION AFFIDAVIT

APPENDIX “C”: CONTRACTOR AFFIDAVIT UNDER O.C.G.A. § 13-10-91(b)(l)

APPENDIX “D”: REFERENCES

APPENDIX “E”: ACCEPTANCE OF COUNTY AGREEMENT

APPENDIX “F”: CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND…

APPENDIX “G”: CONTRACTOR’S LICENSE CERTIFICATION

INSURANCE: Evidence of ability to provide insurance per the County’s “CM@R

Minimum Insurance Requirements” Document.

CERTIFICATIONS / LICENCES / REGISTRATIONS: As required by law and/or as requested.

Provide copies:

General Contractor License

Business License (Registered to do business in the State of Georgia)

STEP II – REQUEST FOR PROPOSALS (FOR FINALIST FIRMS ONLY)

Must be submitted along with your Proposal. Required APPENDIX forms are in the “Cherokee County Standard Solicitation T_Cs_FORMS_REV 7-11-2024” attachment.

APPENDIX “H”: ABILITY TO PROVIDE PERFORMANCE, LABOR & MAT’L PAYMENT BOND,

[bonds to be provided within ten (10) days from Notice of Award.]

APPENDIX “I”: BID BOND REQUIREMENTS (AIA) form A310

CM@R FEE PROPOSAL FORM

General Conditions Cost Worksheet

End of Section

A. PROJECT FACT SHEET

Construction Management at Risk (CM@R) Services Solicitation No. 2025-057 Project No: GSA-2025-008

Fire Station 16 190 W Main St, Canton, GA 30114

The following Schedule of Events represents the Owner’s best estimate of the schedule that will be followed. All times indicated are prevailing times in the Eastern Standard Time Zone. Changes to Offeror deadlines will be issued via Addendum. Other dates are subject to change without notice. The Owner reserves the right to adjust the schedule as deemed necessary.

STEP I

Date Time Activity

9/18/2025 --- A. Owner Issues Public Advertisement of RFQ

9/24/2025 5:00 PM B. Deadline for Submission of Questions

10/03/2025 5:00 PM C. Deadline for Submission of Statement of Qualifications

10/10/2025 --- D. Selection Committee Meets to Determine Finalist Firms

Step II 10/13/2024 ---- A. Owner Issues Request for Proposals & Interviews for Finalist Firms

10/17/2024 11:00 AM B. Pre-Proposal Site Visit for Finalist Firms

10/21/2025 5:00 PM C. Deadline for Submission of Questions

10/31/2025 5:00 PM D. Deadline for Submission of Proposals

11/14/2025 ---- E. Owner Interviews Finalist Firms

Cherokee County Procurement Department procurement@cherokeecountyga.gov with cc to:

Brian Davis, Sr. Procurement Specialist bedavis@cherokeecountyga.gov

Office: 770-721-7805

Upload one (1) electronic copy of the complete package in .pdf format to the County’s official platform

(“Designated Website") at: https://www.bidnetdirect.com/georgia/cherokeecounty

SCHEDULE OF EVENTS

SUBMISSION INFORMATION

COMMUNICATIONS AND POINT OF CONTACT (POC)

mailto:procurement@cherokeecountyga.gov mailto:bedavis@cherokeecountyga.gov https://www.bidnetdirect.com/georgia/cherokeecounty

B - SOLICITATION OVERVIEW

The General Services Agency (GSA), on behalf of the Cherokee County Board of Commissioners (County), is seeking Statements of Qualification (SOQ) from Construction Managers at Risk with fire and emergency facility experience interested in providing comprehensive pre-construction and construction management services for a project known as Project No. GSA-2025-008 Fire Station 16, a joint-venture project between

Cherokee County Fire and Emergency Services and the Downtown Development Authority/City of Canton.

1. GENERAL PROJECT INFORMATION

The purpose of this project is to renovate an existing building for use as a two (2) bay, two (2) story, fire station (No. 16) which will serve downtown Canton and the surrounding community.

Agency Background:

The history of the fire service in Cherokee County dates to December 8th, 1973, when an all-volunteer group set up the first fire station in the Oak Grove community. In 1976, the Oak Grove station would become the first paid station in the County. The original fire station building was in operation until July 24, 2018, when a station was officially opened. On May 13th, 1997, the

Cherokee County Board of Commissioners voted to allow a referendum of the public for the creation of a single fire district that would encompass all Cherokee County, except for any region already incorporated into a separate fire district. The citizens formally approved the fire district creation and Cherokee County Fire Department was born. After many years of growth and development, the fire service in Cherokee County transformed from an all-volunteer agency to a mix of volunteer and paid personnel, to the dynamic all risk life safety response provider it is today. In the pursuit of continuous improvement, CCFES has set out to become an international accredited agency through a rigorous process set forth by the Center for Public Service Excellence

(CPSI) and the Commission on Fire Accreditation International. It is through this self-examination that this department has identified critical strengths that will continue to be built upon, as well as weaknesses that are being monitored, evaluated, and addressed. Over the years, Cherokee

County Fire & Emergency Services has strived to stay up to date with new technology and techniques while keeping a watchful eye on the needs and expectations of the citizens of

Cherokee County. In alignment with national standards, the department has adapted to new challenges in the community by strategically adding new stations and programs, rigorously training its firefighters, and continuing to improve upon quality-of-service delivery.

Project Description:

Located at 190 W Main St., Canton, GA 30114, the site is home to a former US Post Office Building constructed in 1928, which in the 1970’s was re-tasked to become Canton City Hall.

Project Budget

The preliminary Stated Cost Limitation (SCL) for construction cost of the project is estimated at

NOT-TO-EXCEED five million, nine-hundred and seventy-five thousand dollars ($5,975,000.00).

Project Schedule

Construction is anticipated at not more than twelve (12) months to substantial completion and not more than one (1) months for punch list and close out.

Sustainability Goals and Requirements

Though the project will not seek a sustainability certification it is the desire of the County to incorporate sustainable design and construction concepts in the project where economically practical within the stated cost limitation. Use of principles from the Energy Efficiency &

Sustainable Construction Act (EESCA) of 2008 (O.C.G.A. 50-8-18), Leadership in Energy and

Environmental Design (LEED), Green Globes, and/or Energy Star are examples of sustainability rating systems whose principles align with the County’s goals.

Project Management Reporting Systems

CM@R shall provide the Owner access to their Project Management Reporting system for contract administration processes including, but not limited to, Requests for Information, Change Orders, Payment Applications, Notices of Non-Compliance and Encumbrance Records from award through completion of the warranty period. At the close of the warranty period, access in perpetuity or a digital transmittal of all project management information is required.

Contract Information

Upon award, the successful CM@R firm will work collaboratively with the Owners’ design professional to develop a schedule for receiving design documents. The estimated percentage of document completion will be communicated to proposers prior to their submission of project proposals. The CM@R firm will assume responsibility for cost of the project construction by issuing a guaranteed maximum price (GMP) based on the design documents, with the support and assistance of the Design Professional. The CM@R will commit to a Guaranteed Maximum

Price (GMP) for all construction and site development. The GMP will be a contractual obligation.

The CM@R will also develop an overall project schedule, which will also be a contractual obligation. The CM@R will function as a CM-At-Risk (CM@R). During Pre-Construction, the

CM@R will be responsible for pricing, value engineering, and maintainability and constructability issues. Construction will commence with the release of a distinct work package (or packages) based on the design documents. The CM@R shall competitively select all construction subcontracts and other work appropriate for competitive selection using cost and other factors.

The successful CM@R shall not be eligible to bid or enter a contract or subcontract for any of the construction or other services of any nature on the project without the specific approval of the

Owners. The Project will be Open-Book. All savings, including unused contingency, will be returned to the Owners.

Firms are encouraged to review and become familiar with the terms and conditions of this agreement. Firms participating in this procurement process agree to execute the contract form as part of (APPENDIX “E”: ACCEPTANCE OF COUNTY AGREEMENT).

The contract for CM@R services will be an Actual Cost plus a Fixed Fee not to exceed the

Guaranteed Maximum Price (GMP) utilizing AIA Document A133™ – 2019, Standard Form of

Agreement Between Owner and CM w/GMP and Cherokee County Amendments. Firms participating in this procurement process agree to execute the contract form with detailed explanation of any requested modifications as requested in Step I - Statement of Qualifications

– C.10.

2. PROCUREMENT PROCESS

Selection of the CM@R will be a multi-step process.

Step I - Request for Qualifications

The selection process starts with the Request for Qualifications (“RFQ”). Interested firms shall submit

Statements of Qualifications. Firms meeting the Minimum Qualifications outlined in the RFQ will have their Statements of Qualifications reviewed by Selection Committee consisting of representatives of the

Using Agency, the GSA and internal project stakeholders and possibly third-party representatives (i.e., Design Professional, Commissioning Agent, etc.). The Selection Committee shall score each Statement of

Qualifications to create a shortlist of the firms with the most appropriate qualifications for the Project

(“Finalist Firms”).

Step II - Request for Proposals and Interviews

Finalist Firms will be invited to submit Proposals and invited for Interviews with the Selection Committee.

The Selection Committee will review the Proposals and will score each firm based upon the Proposals and

Interviews. Each firm will be awarded a Qualifications Score that is equal to the average score awarded by each of the Selection Committee Members. Scores from Step I will not carry forward into Step II.

STEP III - Finalist Selection

Procurement will review the Pricing Proposals of each firm and calculate a Proportionate Price Score for each firm as outlined in the RFP. The Proportionate Price Score will be added to the Step II – Proposal and

Interviews Score to equal the Total Score. The firm with the highest Total Score shall be recommended for selection.

It is the intent to enter a contract with the firm deemed most qualified by the process, however, the

Owners’ reserve the right to reject any or all submittals, cancel, re-advertise, and/or issue revisions to this solicitation for any reason, at any time during the process.

3. TERMS

All respondents to this RFQ/RFP are subject to instructions communicated in this document and additional terms and conditions contained in the attachment CHEROKEE COUNTY STANDARD SOLICITATION T&CS &

FORMS… for additional requirements. The Owner reserves the right to reject any or all Statements of

Qualifications or postpone/cancel this selection/solicitation.

Statement of Agreement

With the submission of a proposal, the Proposer agrees that he/she has carefully examined the Request for Proposal, and the Proposer agrees that it is the Proposer’s responsibility to request clarification on any issue(s) in any section of the Request for Proposal with which the Proposer disagrees or needs clarifying.

The Proposer also understands that failure to mention these items in the proposal will be interpreted to mean that the Proposer is in full agreement with the terms, conditions, specifications, and requirements therein. With submission of a proposal, the Proposer hereby certifies: (a) that this proposal is genuine and is not made in the interest or on behalf of any undisclosed person, firm, or corporation; (b) that

Proposer has not directly or indirectly included or solicited any other Proposer to put in a false or insincere proposal; (c) that Proposer has not solicited or induced any person, firm, or corporation to refrain from sending a proposal.

Joint-Venture Proposals

The Owner does not generally desire to enter “joint venture” agreements with multiple firms. In the event two or more firms desire to “joint venture,” it is strongly recommended that one incorporated firm propose and maintain status as the prime CM@R firm with the remaining firm(s) participating as major consultants.

C. REQUEST FOR QUALIFICATIONS (RFQ)

Step I – Request for Qualifications. All firms interested in performing as Construction Manager at Risk Services shall submit a Statement of Qualifications in accordance with the terms below.

1. SCHEDULE OF EVENTS

Refer to the Project Fact Sheet for the Schedule of Events.

2. QUESTIONS AND REQUEST FOR CLARIFICATIONS

The deadline for submission of questions relating to the RFQ is the time and date shown in the Schedule of Events shown on the Project Fact Sheet. All relevant and significant questions submitted in writing using the County’s Designated Website before the deadline will be compiled, with answers posted using addenda at:

https://www.bidnetdirect.com/georgia/cherokeecounty

For questions received after the deadline for submission of questions has passed, the County will be under no obligation to respond. See also (EXHIBIT “C”) CHEROKEE COUNTY STANDARD SOLICITATION T&CS & FORMS for additional requirements.

3. MINIMUM QUALIFICATIONS

Firms must meet the following Minimum Qualifications to have their “Statement of Qualifications” reviewed and scored by the Selection Committee.

All items identified on page 2 “REQUIRED DOCUMENTS” Section

4. EVALUATION CRITERIA

The Selection Committee will evaluate the Statements of Qualifications which have met the above minimum qualifications according to the Criteria for the evaluation are listed below:

20% - Stability

Stability of the firm, including the firm’s corporate history, growth, resources, form of ownership, litigation history, financials, etc.

35% - Experience and Qualifications

Firm’s relevant project experience and qualifications, including the demonstrated ability of the firm in effective management of renovation/construction of projects comparable in complexity, size, and function to the one contemplated hereby.

Experience with owners such as Georgia counties and/or other similarly structured organizations. This includes relevant experience and qualifications of the project executive, project director, project manager, pre-construction manager, and superintendent with evidence of relevant competencies for this project. Evaluators may also consider personal or agency experience with other firms.

45% - Suitability

Firm’s suitability to provide services for the project, including the firm’s apparent fit to the project type and/or needs of the Owner, any unique qualifications for the project, current and projected workloads, the proximity of office to project location, non-discrimination policies, and record of addressing public safety, social, environmental concerns, accessibility for persons with disabilities and special needs, special services for project-related concerns, and knowledge of or experience with the local subcontractor market.

5. STATEMENT OF QUALIFICATIONS CONTENT

Statements of Qualifications shall include the following information and required forms.

REQUIRED CONTENTS FOR ALL STATEMENTS OF QUALIFICATIONS

A

DESCRIPTION AND RESOURCES OF FIRM

A-1 Briefly describe firm history and growth.

A-2 Provide basic company information:

A. Full legal name of your organization, federal tax ID number, primary North American

Industry Classification System (NAICS) code and title, and website address.

a. List all other names under which your organization currently does business and, for each name, identify jurisdictions in which it is registered to do business under that trade name.

b. List all prior names under which your organization has operated and, for each name, indicate the date range and jurisdiction in which it was used.

c. Identify the legal status under which your organization does business, such as sole proprietorship, partnership, corporation, limited liability corporation, joint venture, or other.

i. For corporations: identify the state in which it is incorporated, the date of incorporation, and its four highest-ranking corporate officers and their titles; for partnerships: identify its partners and its date of organization;

for individually owned: identify owner and date of organization; if other:

describe and identify leaders and date.

d. List all office locations out of which your organization conducts business, notating the location of the organization’s headquarters

e. How many years has your organization been in business?

f. How many full-time employees work for your organization?

g. Does your organization own, in whole or in part, any other construction-related businesses? If so, identify and describe those businesses and specify the percentage of ownership.

h. Indicate whether your organization is certified as a governmentally recognized special business class, such as a minority business enterprise, woman business enterprise, service-disabled veteran owned small business, woman owned small business, etc.

A-3 Provide information for your organization’s principal place of business that is proposed to lead this project.

a. Physical address

b. Proximity to the proposed project site

c. Year the office was established

d. Office leader

e. Number of full-time field and office staff employed

f. Telephone number(s)

g. Email address

A-4 Provide basic financial information:

a. State your organization’s total dollar value of work currently under contract and the dollar value of work that remains to be completed.

b. State your organization’s average annual dollar value of construction work performed during the last five years

c. List the total number of projects completed in the last five years and state the dollar value of the largest contract the lead office has completed during that time.

d. Identify your organization’s preferred credit rating agency and identification information. Identify rating agencies, such as Dun and Bradstreet or Equifax, and insert your organization’s identification number or other method of searching your organization’s credit rating with such agencies.

The County reserves the right to request bank references and financial statements for the last three years prepared in accordance with Generally Accepted Accounting Principles, including the latest balance sheets and income statements.

A-5 In the last five years your organization, its parent, or a subsidiary, affiliate, or other entity having common ownership or management: (If yes, provide an explanation.)

a. Failed to complete work awarded to it?

b. Been terminated for any reason except for an owners’ convenience?

c. Had any judgments, settlements, or awards pertaining to a construction project in which your organization was responsible for more than $75,000?

d. Filed any lawsuits or requested arbitration regarding a construction project?

e. Been the subject of any bankruptcy proceeding within the last ten years?

A-6 In the last five years, has your organization, its parent, or a subsidiary, affiliate, or other entity having common ownership or management; or any of the individuals proposed for this project:

(If yes, provide an explanation.)

a. Been convicted of, or indicted for, a business-related crime?

b. Had any business or professional license subjected to disciplinary action?

c. Been penalized or fined by a state or federal environmental agency?

A-7 Are there any pending or outstanding judgments, arbitration proceedings, bond claims, or lawsuits against your organization, its parent, or a subsidiary, affiliate, or other entity having common ownership or management, or any of the individuals proposed for this project, in which the amount in dispute is more than $75,000? (If yes, provide an explanation.)

A-8 Provide a detailed explanation of any requested modifications to the form of contract.

B

EXPERIENCE AND QUALIFICATIONS

B-1 Describe your firm's proposed construction management team. Please designate the specific individuals who will fill the key roles on your team and provide a resume for each individual.

Firms should list all positions/persons that CM expects to serve on the construction management team or whose time will be charged to the project. This will include, but is not limited to:

A. Superintendent(s)

B. Project Manager

C. Pre-Construction Manager

D. Project Director

E. Project Executive

F. Other project management/support staff, etc. considered appropriate/necessary.

At a minimum, the response should include the following:

a. Resume highlighting background, education, and equivalent and similar experience first, followed by experience deemed relevant by the proposing firm.

b. Total years of experience, current professional registrations, certificates, credentials, etc.

c. Role and total years of service with the firm. If tenure is not consecutive, indicate dates.

d. Home office location. If working regionally, indicate percentage of time in metro Atlanta.

e. Proposed role and availability for this project.

f. If not a full-time employee of the proposing firm, indicate any relevant background, type, and tenure of the business relationship. (i.e. sub consulting firm, independent consultant, part-time employee of the proposing firm, etc.)

Firms are highly encouraged to provide a detailed organization chart.

B-2 Provide information of the firm’s experience, for example projects considered similar or relevant of similar size, function, complexity (similar type of construction) as the incumbent project. Describe no less than three (3) per project type and no more than six (6) total in order of most relevant to least relevant, which demonstrate the firm's capabilities to perform the projects. Additional relevant projects greater than six (6) may be included as a list and must include reference contact info. At a minimum, the response should include the following:

a. Example project name, location, year services were provided, and duration of services for equivalent and similar experience first, followed by experience deemed relevant by the firm.

b. Brief narrative for each example project and physical description to include (at a minimum) delivery method (if not CM@R, must be clearly annotated), site and building area(s), number of stories, features relevant to this RFQ/P, unique project components or equipment, estimated construction cost, final construction cost, change order summary and construction duration.

c. Describe similarities in the construction of the example project to the project being advertised including the relevancy of the similarities and experience with the highlighted project to the project being advertised.

d. Graphic information to generally describe the project. In addition to photography of the completed work, plans, elevations, sections, models, illustrations, and aerial/component progress photography during construction are encouraged.

e. Services performed by the firm, office location (if multiple offices) and key personnel that led the example project. If key personnel are not proposed for this project, indicate if they are still with the firm.

f. Indicate if personnel proposed for this RFQ/P in B-1 (above) participated on the example project, and their role.

g. Respective Owner’s contact information and stated satisfaction in construction and service of your firm. Provide any Owner- written letters of reference/recommendation about the firm’s performance on the project.

h. Owner/User Agency/End-user contact information.

i. Design professional firm of record’s contact information or design professional of record if design professional firm is no longer in business.

j. One page per example project preferred with a consistent layout for ease of review and comparison of information. Maximum of two pages per example project.

IMPORTANT: If an example project is the experience of an employee while employed by another firm (not the proposing firm), you must clearly indicate the employee’s role and the name and location of the firm of record for the example project. Failure to report this information could result in the firm being eliminated from consideration.

C

STATEMENT OF SUITABLITY

C-1 Describe in detail your team’s approach to pre-construction services and the design collaborative process with architects, engineers and specialist consultants.

C-2 List the categories of work that your organization typically self-performs, if any.

C-3 To the extent known, list the subcontractors you intend to use for major portions of work on the Project and provide contact information. Reference letters are encouraged.

C-4 Do you have a written safety program? List all safety-related citations and penalties received in the last three years.

C-5 Provide your initial observations regarding the project scope, schedule, phasing and budget.

C-6 What is your experience (if any) working with the Design Professional(s) commissioned by the County for this project?

C-7 As a major renovation, due diligence and coordination of the design with existing conditions is of critical importance.

Describe your approach to managing due diligence and describe your relationship with subject matter experts such as engineers and envelope specialists proposed for your team, indicating the type and quantity of projects successfully completed working together as a team (preferred) and/or what project(s) you have engaged them to perform for this project.

C-8 What are your initial observations regarding the potential application of sustainable design principles and/or use of a sustainability rating system such as EESCA, LEED, Green Globes, EnergyStar, etc.?

Simply listing staff accreditations and certified projects is of no intertest unless demonstrated as specifically applicable to this project.

C-9 Identify qualities, accreditations, services, skills, or personnel that you believe differentiates your organization from others as related to this project. May include, but is not limited to

Fit to the project and/or needs of the Owner

Special or unique qualifications for the project

Current and projected workloads

Proximity of the Project Site to the firm’s office that will be managing the Project

Techniques or methodologies offered by the firm that may be particularly suitable for this project type

Use of CADD/BIM

Project Management Software/Systems

Knowledge of or experience with the local subcontractor market.

6. SUBMITTAL OF STATEMENTS OF QUALIFICATIONS

Must be submitted along with your Statement of Qualifications. Required APPENDIX forms are in the “Cherokee County Standard Solicitation T_Cs_FORMS_REV 7-11-2024” attachment.

APPENDIX “A”: INFORMATION & ADDENDA ACKNOWLEDGEMENT FORM

APPENDIX “B”: NON-COLLUSION AFFIDAVIT

APPENDIX “C”: CONTRACTOR AFFIDAVIT UNDER O.C.G.A. § 13-10-91(b)(l)

APPENDIX “D”: REFERENCES

APPENDIX “E”: ACCEPTANCE OF COUNTY AGREEMENT

APPENDIX “F”: CERTIFICATION REGARDING DEBARMENT, SUSPENSION, AND …..

APPENDIX “G”: CONTRACTOR’S LICENSE CERTIFICATION

INSURANCE: Evidence of ability to provide insurance per the County’s “CM@R

Minimum Insurance Requirements” Document.

CERTIFICATIONS / LICENCES / REGISTRATIONS: As required by law and/or as requested.

Provide copies:

General Contractor License

Business License (Registered to do business in the State of Georgia

To expedite the review of submittals, respondents must follow the format and instructions as follows:

Submittals must be prepared in a manner that when printed would typically fit on standard (8 ½” x 11”) paper. Boilerplate responses are discouraged. Emphasis should be on completeness, relevance, clarity of content, and enough information to make your point in the least amount of explanation.

Respect the review committee members’ time. Less is more.

Responses (file names) must reference the RFQ No.-MP, the firm’s name, and the word “Qualifications.”

(Naming Convention: RFQ No._CM@R_Company Name_Qualifications) Example: “2024-001_CM@R_ABC Company_Qualifications”

The entire submittal should be submitted as ONE (1) file. Do not submit individual documents or sections separately.

Upload a single file of the complete package in .pdf format to:

Firms are reminded that failure to comply with the following could result in your submission being deemed non-responsive. Non-responsive submittals will not be considered by the selection committee:

The total page count of the submittal must not exceed 50 pages. All pages count regardless of content - including the cover, blanks, exhibits, appendices, etc.

No links to external electronic documents are permitted.

Be sure to include all required exhibits in your submission. (Forms are located at the end of this document) Submittals must be electronically received by the Owner prior to the deadline indicated in the Schedule of Events.

Printed copies will not be accepted.

Firms are encouraged to verify that their submittal was received and should do so on the date they are due with the point of contact on the Project Fact Sheet.

7. FINALIST NOTIFICATION

Once the Selection Committee has completed the evaluation of the Statements of Qualifications, a list of the finalist firms will be posted at: https://www.bidnetdirect.com/georgia/cherokeecounty.

D. REQUEST FOR PROPOSALS & INTERVIEWS

(from Finalist Firms Only)

Step II – Requests for Proposals & Interviews All firms selected during the RFQ Process are invited to submit proposals and interview with the Selection Committee in accordance with the following terms.

1. SCHEDULE OF EVENTS

Refer to the Project Fact Sheet for Schedule of Events.

2. QUESTIONS AND REQUEST FOR CLARIFICATION

It is the responsibility of each respondent to examine the entire RFP, seek clarification in writing, and review its submittals for accuracy before submitting. Once the submission deadline has passed, all submissions will be final.

The Owner will not request clarification from any single individual proposer regarding their submission, but reserves the right to ask, collectively, all parties that have submitted proposals for additional information. The deadline for submission of questions relating to the RFP is the time and date shown in the Schedule of Events above.

All relevant and significant questions that have been submitted in writing prior to the deadline will be compiled and answered in writing and issued directly to all proposers via E-mail. Any proposed exceptions to the RFP requirements or requests for deadline extensions must also be communicated to the Owner by the deadline to be properly considered. Any requests for proposal deadline extensions must include the reason(s) for such a request.

The Owner reserves the right to approve or reject such requests as the Owner deems necessary.

Questions from Design Professionals about any aspect of the RFP, or the project, shall be submitted in writing to the point of contact on the Project Fact Sheet.

3. PRE-PROPOSAL SITE VISIT & SCOPE REVIEW

A pre-proposal site visit and scope review may be conducted by the Owner and, if so, attendance of finalist firms will be mandatory. The date for the site visit is tentatively listed above. The site visitors will convene at a time and location to be determined and communicated in the Notice to Finalists. Additional information, possibly including some program, plans and drawings, may be available at the site visit for finalist review.

The Owner reserves the right to disqualify a proposer from the selection process due to a failure by a proposer to arrive for the site visit by the scheduled time. Failure to attend a mandatory site visit will automatically result in disqualification from the selection process.

4. PROPOSAL CRITERIA FOR THE EVALUATION OF FIRMS:

The Selection Committee will evaluate the firms based upon Proposals according to the criteria for the evaluation listed below:

20% Qualifications & Experience:

Drawing from Step I, present relevant experience and qualifications of the proposed Project Team, including experience of the project manager and superintendent working together on past similar projects; experience working together with the selected Design Professional and/or Program/Construction Manager; experience with projects of similar facility size, type, and complexity;

experience with effective budget control; experience with effective schedule control; availability of the proposed team for this project. The Owner may use references from stakeholders of the Owner’s choosing from previous projects of the finalists, among other information as necessary.

30% Proposed Management Plan:

Quality of proposed Management Plan, including: The firm’s cost management plan; schedule management plan; approach for managing changes within the stated cost and schedule limitations; approach for competitively administering and evaluating bid packages; subcontractor management plan; quality assurance program and plan; close-out plan; site logistics plan, work force plan, and safety plan for the proposed project.

25% Performance: Previous performance of the firm including level of quality of the services of the firm to previous customers, customer’s statements of that quality, the firm’s ability to meet established time requirements, the firm’s response to project needs during preconstruction and construction, the firm’s control of construction quality and budget. The Owner will use references from stakeholders of the Owner’s choosing from previous projects of the finalists, among other information as necessary.

5. PROPOSAL CONTENTS (DELIVERABLES “D”, and “E” FOR FINALIST FIRMS ONLY)

D Qualifications and Experience of Proposed Project Team

D-1 Confirm the key personnel from your organization who will be meaningfully involved with the work on this Project and indicate:

Role on the Project team

Office location

Expertise and experience

Projects on which they have worked similar to the Project, and role.

Percentage of the person’s time to be committed to this project.

Additions are permitted, changes to key project leadership by Finalist Firms are highly discouraged and could result in disqualification.

D-2 Confirm the individual (or individuals) who, from project start to finish, will be the leaders of your team and the principal points of contact between your firm and the Owner, the Design Professional, and other Consultants. Provide detailed information on the qualifications of this individual and the direction, authority, and management tools that will be provided to the individual by the firm. This individual’s competence, his/her leadership, and his/her ability to achieve customer satisfaction will be heavily considered in the selection.

D-3 Provide expanded information for the examples of your experience as CM@R in constructing facilities similar to this project as follows:

a. Using the three most recent and relevant projects your firm has completed provide:

a) Total quantity of change orders

b) Net total cost increase of change orders to the project.

c) Actual schedule performance relative to the initial project schedule.

d) Graphic information to describe the project in greater detail, see Step 1 Item B2d.

e) Confirm (or provide) references of persons familiar with your performance on each of the above projects for: the owner/agency/user, the lead design professional, and program manager (if applicable). Reference letters are encouraged.

f) List the individuals who served as the Project Executive/Director, Project Manager, Superintendent, and Cost Estimator on the projects. Please note whether these individuals are still employed with your firm and if they will be assigned to this project.

b. Provide any additional information believed to be relevant on your firm’s experience for the type of facility sought using the projects above as examples.

E Proposed Management Plan

E-1 Provide a statement of your definition of your firm’s proposed overall role in this project, your anticipated level of management responsibility and accountability for project concerns. Describe your process for efficiently resolving issues and maintaining the project commitments while working collaboratively with the Owner and others as applicable. Provide detailed procedures for solving complex project issues without compromising your team commitments.

E-2 Provide your proposed methods and plans of communication with the Owner, Design Professional and other consultants during a.) pre-construction/design and b.) construction.

E-3 Provide a summary of your safety and site logistics plan for this project including your plan for site access and working around existing operations.

E-4 Provide a summary of your cost management planning to include your systems, procedures and/or methodology for a.) managing cost and schedule exposures within the stated limitations during pre-construction/design; b.) controlling costs within the GMP during construction.

E-5 Provide a summary schedule management plan for this project during construction. Describe systems and procedures your firm uses to manage the project schedule. Describe alternatives that may be explored to shorten the schedule. Describe how your firm intends to arrange the construction into bid packages to reach the Owner’s schedule and budget objectives.

E-6 Provide your procurement and workforce plan including details on your plan to assure local contractor opportunity.

E-7 Identify portions of work that you intend to self-perform on this Project.

E-8 Provide a summary of your subcontractor management plan including contract document compliance procedures, project accounting procedures, and issue resolution.

E-9 Describe your firm’s approach for validating compliance with the construction documents.

Explain your process for ensuring quality workmanship. Provide a summary of your quality assurance plan for this project.

E-10 Describe your systems and procedures for closeout and provide a summary of your closeout management plan for this project.

E-11 Provide a summary of any plans to apply services not specifically mentioned herein. Explain the relevance of these services to this project and how they offer benefit.

6. SUBMITTAL OF PROPOSALS

STEP II – REQUEST FOR PROPOSALS (FOR FINALIST FIRMS ONLY)

Must be submitted along with your Proposal. Required APPENDIX forms are in the “Cherokee County Standard Solicitation T_Cs_FORMS_REV 7-11-2024” attachment.

APPENDIX “H”: ABILITY TO PROVIDE PERFORMANCE, LABOR & MAT’L PAYMENT BOND,

(bonds to be provided within ten (10) days from Notice of Award.)

APPENDIX “I”: BID BOND REQUIREMENTS (AIA) form A310

CM@R FEE PROPOSAL FORM

General Conditions Cost Worksheet

To expedite the review of submittals, respondents must follow the format and instructions as follows:

Submittals must be prepared in a manner that when printed would typically fit on standard (8 ½” x 11”) paper.

Boilerplate responses are discouraged. Emphasis should be on completeness, relevance, clarity of content, and enough information to make your point in the least amount of explanation. Respect the review committee members’ time.

Less is more.

Responses (file names) must reference the RFP No.-CM@R, the firm’s name, and the word “Proposal.”

(Naming Convention: RFP No._CM@R_Company Name_Proposal)

Example: “2024-001_CM@R_ABC Company_Proposal”

The entire submittal should be submitted as ONE (1) file. Do not submit individual documents or sections separately.

Email a single file of the complete package in .pdf format to:

bedavis@cherokeecountyga.gov

Firms are reminded that failure to comply with the following could result in your submission being deemed non-responsive. Non-responsive submittals will not be considered by the selection committee:

The total page count of the submittal must not exceed 50 pages. All pages count regardless of content -including the cover, blanks, exhibits, appendices, etc.

No links to external electronic documents are permitted.

Be sure to include all required exhibits in your submission. (Forms are located at the end of this document) Proposals must be electronically received by the Owner prior to the deadline indicated in the Schedule of

Events.

Printed copies will not be accepted.

Firms are encouraged to verify that their submittal was received and should do so on the date they are due with the point of contact on the Project Fact Sheet.

mailto:bedavis@cherokeecountyga.gov

7. INTERVIEW INFORMATION

Firms selected to make presentations shall be notified by the Notice to Finalists letter issued by the Point of Contact listed on the Project Fact Sheet. The Notice to the Finalists’ letter shall designate a place and time for the interview session and shall contain relevant information regarding the presentations.

The intent of the formal interview process is to provide the Selection Committee with in-depth information about the firm to make a final selection of the best-suited firm for the Project. Firms are discouraged from summary reviews of the general company history and experience previously submitted in Statements of Qualifications and/or Project Proposals unless this information is particularly relevant to the presentation. All key personnel should be present at the interview, including at a minimum: the project superintendent, project manager, and project executive. The proposing team may use visual aids such as PowerPoint to assist with their presentation using large TV monitors in the interview room that may be accessed through VGA, HDMI, or flash drive connections. Presenter must be prepared for alternative setup in case of any unforeseen technical difficulties.

8. INTERVIEW CRITERIA FOR THE EVALUATION OF FIRMS:

The Selection Committee will evaluate the firms based upon the interviews according to the criteria for evaluation listed below:

25% Approach & Overall Impression

Strength of methodology as presented to assure success and the ability of principals to engender confidence in the ability of the firm to complete the project within the time and cost budgeted, including the effectiveness in communication of the team members during the interview process, and the team’s ability to effectively answer project questions and discuss challenges and opportunities during the interview.

Committee’s Overall Impression of the firm and key team members during the interview.

The interview sessions will last a total of 60 minutes. The format for the interview will be as follows:

a) Setup (4 minutes)

b) Introduction and Approach (35 minutes)

Introduction This is an opportunity for firms to introduce their proposed team. Each proposed team member participating in the interview session should introduce themselves to the selection committee, and should, at a minimum, address the following:

Their background, relevant project experience, and tenure with the firm

Their role and reason they were chosen to participate on the project

Project Approach Firms will have the flexibility to approach the presentation in a manner of their choosing. Firms should focus their presentations on their specific plans for the construction of this project. Suggested topics include:

Safety and Site Logistics

Phasing

Approach to Construction / Managing Construction

Schedule and Cost Control

Quality Assurance and Close Out

Any unique characteristics or services the firm offers

c) Q & A – (20 minutes) Time should be reserved for questions from the Selection Committee to gain additional insight into the strengths of teams being proposed and clarify any information presented in the Proposal or Interview.

d) Close – (1 minute) The last minute of the interview will be reserved for firms to make a closing statement.

9. INSTRUCTIONS FOR PREPARING FEE PROPOSALS

Fee Proposals will be solicited from the finalists invited to interview and a Fee Proposal Form will be provided with the Notice to Finalists.

10. INSTRUCTIONS FOR SUBMISSION OF FEE PROPOSALS

One original Fee Proposal in a sealed, opaque envelope with the date of submission, the project name and number, the words “SEALED FEE PROPOSAL” and the name of the submitting firm on the outside of the envelope must be physically received by the Owner’s Interview Facilitator after the interview.

No Fee Proposals will be opened or reviewed before the completion of the evaluation of Project Proposals and Interviews by the Selection Committee.

12. FINAL SELECTION

Upon completion of the evaluation and interview process by the Selection Committee, the firms will be ranked in descending order of recommendation as follows:

a). Proposal and Interview

Upon completion of the evaluation of Proposals and Interviews by the Selection Committee, each member of the Selection Committee will score the firms based upon the criteria listed above. Procurement will then compile the scores for each firm and calculate the average Score for each firm.

b). Price

Upon completion of the scoring for Step II Proposals + Interviews, Procurement will open and score each Price Proposal by dividing the total price proposed by the lowest firm by the total price proposed by the firm and multiplying the result by 30. For example, if Firm A proposed $105 and Firm B proposed $125, Firm A would be awarded 30 points (105 ÷ 105) × 30 = 30). Firm B would be awarded 25.2 points (105 ÷ 125) x 30 = 25.2).

c). Total Score = Proposal + Interview + Price

The Step II Score (Proposal and Interview) will be added to the Price Score.

AWARD

The firm with the highest total Step II score shall be recommended for award, pending review and approval by the Cherokee County Board of Commissioners.