Killingly Public School District and

Killingly Board of Education

Request for Qualifications and Request for Proposals for

Roof Project Programming, Site Evaluation and Feasibility, and Conceptual Design Services

Killingly Intermediate School Roof Replacement

RFQ/P# 2027-001

ISSUED: JULY 9, 2026

SUBMISSION DUE DATE: JULY 30, 2026, 11:00 a.m.

KILLINGLY PUBLIC SCHOOL DISTRICT AND KILLINGLY BOARD OF EDUCATION

REQUEST FOR QUALIFICATIONS AND REQUEST FOR PROPOSALS

The Killingly Public School District (the “District”) and the Killingly Board of Education (the

“BOE”) are requesting sealed qualifications and sealed proposals from qualified professional architectural and/or engineering firms to provide professional services for the development of project educational specifications for the BOE and District, professional roof replacement project site evaluation and feasibility services and conceptual design and cost estimating, for a potential project for the full or partial replacement of the roof of the Killingly Intermediate School (the “Project”) located at 1599 Upper Maple Street, Killingly, CT 06241, and in connection with a school building project grant from the State of Connecticut which the District may seek for the Project. This solicitation is both a request for qualifications and a request for proposals (“RFQ/RFP”). This RFQ/RFP has been publicly advertised.

The services to be provided by the selected proposer (the “Services”) are described in the Instructions to Proposers and Exhibit A of this RFQ/RFP, and will generally include: preparing, with the District and BOE, educational specifications for the Project; site evaluation and structural assessment of existing roof conditions and related building structural elements of the Killingly Intermediate School

(“KIS”) building, and related building and Project feasibility services; and conceptual design services including the development and preparation of conceptual design options and conceptual design documents and specifications for the Project, and the preparation of preliminary/conceptual cost estimates that comply with the regulations and requirements of the State of Connecticut Department of

Administrative Services (“CTDAS”) and its Office of Grant Administration (“OGA”) for school building project grants under Connecticut General Statutes Chapter 173. If required by the District, the

Services may also include assistance to the District with securing funding for the Project from the

Town of Killingly or through grant from the State of Connecticut through CTDAS.

Sealed qualifications submissions and sealed fee proposals submitted by proposers in response to this

RFQ/RFP (collectively “Submissions”) must be received by the office of the District Assistant

Superintendent, Andrea Drake, located at 79 Westfield Avenue, Killingly, CT 06239, no later than Thursday, JULY 30, 2026, at 11:00 a.m. (“Submission Due Date”). Submissions from

Proposers are required to include responses to both the Request for Qualifications and the Request for

Proposals included in this RFQ/RFP, in accordance with the requirements set forth in the Instructions to Proposers. Proposers must respond to both the RFQ and the RFP separately. Responses must be submitted in separate sealed envelopes, clearly marked with the name of the Proposer, and the words, as applicable:

“Response to Request for Qualifications for KIS Roof Project RFQ/P#2027-001 Attn: Andrea

Drake” or

“Response to Request for Proposals for KIS Roof Project RFQ/P#2027-001 Attn: Andrea Drake” with the Proposer’s name on the face of each envelope. Each sealed envelope shall include the original and two (2) copies of the enclosed qualifications submission or fee proposal, as applicable, together with one copy in pdf format submitted on a thumb drive. No fee or hourly rate information shall be included with any qualifications submission in response to the RFQ, and may only be included in the proposer’s sealed envelope containing their proposal in response to the Request for Proposals. After the Submission Due Date, Submissions received by the District may not be modified or withdrawn for ninety (90) days after the Submission Due Date.

Please see Sections 5 through 8 of the following Instructions to Proposers for additional important details about the RFQ/RFP submission process and requirements. This RFQ/RFP, with Instructions to

Proposers and other documents which are a part of this RFQ/RFP, are available for downloading on the

Connecticut Department of Administrative Services Contracting Portal which may be accessed at https://portal.ct.gov/das/ctsource/bidboard?language=en_US (“State Portal”) and on the District’s website (“District Website”) at the following URL:

https://www.killinglyschools.org/departments/business-office/bids-rfps

Legal notice of this RFQ/RFP, inviting sealed qualifications and sealed proposals has been published in a local newspaper.

Any questions and requests for information concerning this solicitation shall be submitted by email only to the District Assistant Superintendent Andrea Drake at adrake@killinglyschools.org, no later than 11:00 am, on JULY 16, 2026. Responses by the District to questions and requests for information will be provided by addendum to this RFQ/RFP, posted on the State Portal and on the District Website no later than JULY 24, 2026. Under no circumstances will the District respond to non-written questions or requests for information.

No Proposer or prospective Proposer shall have any contact or communication with any member of the

BOE or any District officer, representative, or employee regarding this procurement during the pendency of this procurement, except as expressly provided and permitted in this RFQ/RFP and the

Instructions to Proposers. Failure to comply with these conditions will result in the disqualification of a noncomplying Proposer.

The Killingly Board of Education and Killingly Public School District reserve the right to amend or withdraw this RFQ/RFP for any reason, to accept or reject any or all qualifications or proposals submitted, to waive any minor or non-material informalities or deficiencies in any such submission(s), and to make such award (or make no award) of a contract in connection with this RFQ/RFP, all as determined by the BOE through the Superintendent or their designee, in their discretion, to be in the best interest of the BOE and the District. Submissions, including qualifications submissions and/or proposals, may be rejected for irregularities of any kind, including without limitation, alteration of form, additions not called for, conditional proposals, and incompleteness. Submitted qualifications or submitted proposals may also be rejected if, in the opinion of the Superintendent or their designee, the same do not meet the standard of quality established by this RFQ/RFP. Any or all Submissions of qualifications and/or proposals may be rejected if there is any reason to believe that collusion exists among two or more parties who submit qualifications and proposals. The foregoing provisions are for illustrative purposes and shall in no way limit the right of the BOE and District to reject any and all qualifications or proposals submitted, in whole or in part.

The Killingly Public School District and Killingly Board of Education are equal opportunity employers.

https://portal.ct.gov/das/ctsource/bidboard?language=en_US https://www.killinglyschools.org/departments/business-office/bids-rfps mailto:adrake@killinglyschools.org

Attached Exhibits:

Exhibit A: Scope of Services

Exhibit B: Form of Contract

Exhibit C: Insurance and Indemnification Requirements

Exhibit D: Non-collusion Affidavit

Exhibit E: Fee Proposal Form

Exhibit F: September 2, 2022 Roof Inspection Report

INSTRUCTIONS TO PROPOSERS

1. INTRODUCTION

The BOE and District are requesting sealed qualifications and sealed proposals from qualified professional architectural and/or engineering firms to provide professional services for: programming and the development of educational specifications; site evaluation of existing roof conditions and structural assessment of related building elements, and Project feasibility services; and conceptual design and cost estimating, in connection with the planning, programming, and preliminary design for the Project, which may include -- as determined to be feasible -- partial or full replacement of the existing roof areas at the KIS building Property located at 1599 Upper Maple Street, Killingly, CT

06241, as well as in connection with a school building construction project grant from the State of

Connecticut through CTDAS, which the District may seek for the Project (collectively the Services).

The RFQ/RFP and all documents which are a part of this RFQ/RFP may be downloaded from the State

Portal at https://portal.ct.gov/das/ctsource/bidboard?language=en_US and on the District Website at the following URL: https://www.killinglyschools.org/departments/business-office/bids-rfps. This solicitation is both a Request for Qualifications (RFQ) and a Request for Proposals (RFP) for the

Services for the Project.

Proposers are required to respond to both the RFQ and RFP in accordance with the requirements set forth in these Instructions to Proposers. Please see Sections 5 through 8 of these Instructions to

Proposers for important details about the submission process and requirements.

2. PROJECT BACKGROUND

The Killingly Intermediate School building was constructed during 1988 and 1989. The existing roof on the KIS building consists of fiberglass/asphalt multi-tab shingles on sloped roof areas.

The original roof may have been replaced on or about the year 2000, and southern sloped roof areas were replaced under warranty on or about 2012 (as well as insulation in adjacent second floor classroom ceiling areas). Miscellaneous repairs were performed in 2017 and 2018 to replace missing or broken shingles and to repair gutters.

The KIS building presently has active roof leaks in multiple areas -- including but not limited to significant leaks over the auditorium and Art Wing areas that have resulted in apparent water damage --which are exacerbated during winter conditions, which disrupt classroom instruction and educational operations, and which interfere with full and uninterrupted use of all needed areas within KIS building throughout each school year. Proposers are referred to the Roof Inspection Report dated September 2, 2022, appended to this RFQ/RFP as EXHIBIT F, for additional information regarding the existing roof construction, leaks and defective roof conditions that could be observed through a visible inspection of various roof areas as of August 2022, and photos of the roof areas of the KIS Building.

Proposers are hereby notified that the information in the Roof Inspection Report appended as

EXHIBIT F was based on a limited visual inspection of various areas of the roof and is provided for informational purposes only, and that Proposers should not assume the information in EXHIBIT F is complete, accurate, and reliable for the purposes of responding to this RFQ/RFP.

If determined to be feasible, the Project is anticipated to include either full replacement of all roof areas or partial replacement of roof areas of the KIS building, as well as removal and replacement of water damaged insulation in adjacent areas as necessary, and replacement of existing water/rain carrying and drainage systems, all as needed for the Project roof replacement work, whether full or partial, to achieve a long-term and complete solution to the existing roof issues.

The District and BOE anticipate that the scope of construction work for the Project will include full or partial roof replacement including asphalt shingle or standing seam metal roof system(s), designed in accordance with all requirements under applicable Connecticut law and regulations and the

Connecticut building code, and the rules and requirements of CTDAS, such that the roof replacement work will be eligible for reimbursement through a priority list or non-priority list school building construction grant from the State of Connecticut through CTDAS.

3. SCOPE OF SERVICES

The scope of Services required to be performed and provided for the Project by the selected architectural and/or engineering firm (the “Consultant”) include the services described generally in these Instruction to Proposers, the services described in greater detail in EXHIBIT A to this RFQ/RFP and in the form of contract included with this RFQ/RFP as EXHIBIT B as “Basic Services,”

“Supplemental Services,” or “Additional Services,” all services otherwise identified or described in this RFQ/RFP as part of the Services to be provided by the Consultant, and all services usually and customarily performed in conjunction with and in furtherance of such Services when furnished for the awarding authority in connection with public school building project in Connecticut that is anticipated to be partially funded by a priority list or non-priority list school building project grant administered by

CTDAS.

The scope of the Services required to be performed or provided by the Consultant as part of the Basic

Services, includes, generally, and without limitation:

• preparing educational specifications for the Project for and with the District and for approval by the Killingly BOE;

• site evaluation and structural assessment of existing roof conditions and related building structural elements at the KIS building, and feasibility services, required to determine the feasibility of the Project incorporating full and/or partial replacement of the existing roof, and for the development of conceptual design options for the Project;

• as to any portion of the roof which as existed for less than twenty (20) years and requires replacement, a specific determination by an architect registered with the State of Connecticut to engage in the practice of architecture or by an engineer registered with the State of Connecticut to engage in professional engineering, whether such portion of the roof was improperly designed or improperly constructed;

• development and preparation of conceptual design documents and conceptual specifications for the Project, that if further developed would comply with following requirements of Connecticut

General Statutes Section 10-291(b)(2):

o A minimum roof pitch that conforms with the requirements of the State Building Code;

o a minimum twenty-year unlimited manufacturer’s guarantee for water tightness covering material and workmanship on the entire roofing system;

o the inclusion of vapor retarders, insulation, bitumen, felts, membranes, flashings, metals, decks and any other feature required by the roof design; and o that all manufacturer’s materials to be used in the roofing system are specified to meet the latest standards for individual components of the roofing systems of the American

Society for Testing and Materials.

• preparation of cost estimates and Roof Key Plans based on conceptual design alternatives that comply with the CTDAS OGA regulations and requirements for school building project grants authorized under Connecticut General Statutes Chapter 173.

The scope of the Supplemental Services required to be performed or provided by the Consultant, if required for the Project or otherwise required by the District and BOE, include:

• Hazardous Material Building Survey by the Consultant or its subconsultants if required for proper completion of the Basic Services or otherwise required by the District.

• assistance to the District and its Superintendent, and the BOE, in obtaining funding from the

Town of Killingly for the Project and/or assistance with complying with CTDAS policies, rules, requirements, and the preparation required documentary submissions for an application by the

District’s Superintendent and the Town of Killingly to CTDAS for a State school building project grant for the Project.

Except for Services specifically anticipated to be provided by the Consultant through subconsultants or for which the Consultant will be compensated on an hourly-fee basis (if any), compensation for the

Services shall be on the basis of a lump sum fee amount for all Basic Services and lump sum fee amount(s) for any Supplemental Services.

On each Proposer’s Fee Proposal, the Proposer shall include a proposed lump sum fee amount for the

Basic Services, and a proposed lump sum fee amount for each Supplemental Services as set forth on the Fee Proposal Form included as part of this RFQ/RFP as EXHIBIT E.

4. TIMING OF PROJECT

The District anticipates that the selected architectural and/or engineering firm will be retained for the period of time beginning the date on which a contract between the District and the selected firm is awarded and executed, through completion of the Services. The selected architectural and/or engineering firm will be expected to complete the preparation of documents and deliverables required as part of the Services no later than OCTOBER 15, 2026, as needed to allow for and support District and BOE actions relating to prospective funding and appropriations for the Project.

5. IMPORTANT DATES

1. Issuance of RFQ/RFP: July 9, 2026

2. Submission of Questions/Requests for Information: By July 16, at 11:00 a.m.

3. Addendum/Responses Requests for Information: By July 24, 2026

4. Due Date for Submission of Responses to RFQ/RFP: July 30, 2026 at 11:00 a.m.

5. Anticipated Contract Award: Week of August 17, 2026

6. PROCESS

6.1 Responses to the RFQ and RFP

Proposers must respond to both the RFQ and the RFP separately. Sealed Submissions in response to this RFQ/RFP must be received by the District in the office of the Assistant

Superintendent, located at 79 Westfield Avenue, Killingly, Connecticut 06239, no later than July 30, 2026, at 11:00 a.m.

Response Submissions to the RFQ and the RFP must be submitted in separate sealed envelopes, clearly marked with (1) the name of the Proposer, and (2) the words, as applicable:

“Response to Request for Qualifications for KIS Roof Project RFQ/P#2027-001 Attn:

Andrea Drake” or

“Response to Request for Proposals for KIS Roof Project RFQ/P # 2027--001 Attn:

Andrea Drake”

No fee or hourly rate information or information pertaining to the Proposer’s fees or costs for the Services for the Project shall be included with any qualifications submission in response to the RFQ, and may only be included in the Proposer’s sealed envelope containing their Fee Proposal in response to the Request for Proposals. Responses that are not submitted in this manner will be rejected.

Each sealed envelope must include the original and two (2) paper copies, and a digital copy

(thumb drive is acceptable), of the Proposer’s qualifications submission or the Proposer’s fee proposal in response to the RFP, as applicable. Submissions must be delivered by U.S. mail or hand delivered. Facsimile (FAX) or e-mail Submissions will not be accepted by the District and BOE under any circumstances.

Submissions timely received by the District as of the Submission Due Date may not be modified or withdrawn for ninety (90) days after the Submission Due Date.

No Proposer shall have any contact or communication with any member of the BOE or any

District officer, representative, or employee regarding this RFQ/RFP during the pendency of this procurement, except as expressly provided and permitted in this RFQ/RFP and the

Instructions to Proposers. All communications between any Proposer and the District regarding this RFQ/RFP, including inquiries, questions and/or requests for information by a Proposer, must be in writing by email ONLY. Inquiries by Proposers may be submitted by email up to

11:00 a.m. on July 16, 2026, after which time no additional inquiries, questions, or requests for information will be accepted. Inquiries, questions, and requests for information regarding this RFQ/RFP shall be directed to the District’s Assistant Superintendent Andrea Drake at adrake@killinglyschools.org. Any addendums to this RFQ/RFP, including answers to questions and requests for information by prospective Proposers will be posted on the State Portal at the following URL link: https://portal.ct.gov/das/ctsource/bidboard?language=en_US and on the

District Website at the following URL link:

https://www.killinglyschools.org/departments/business-office/bids-rfps, on or before July 24, 2026.

6.2 Selection Process

Evaluation of Submissions in response to this RFQ/RFP will be the responsibility of the

Assistant Superintendent as the District Superintendent’s designee. The selection of a Proposer as the Consultant will be the responsibility of the Assistant Superintendent as the District

Superintendent’s designee, subject to BOE approval. District and/or BOE may reject any or all proposals for any reason as the Assistant Superintendent and/or BOE deem appropriate.

mailto:adrake@killinglyschools.org

The evaluation and selection process utilize a combined “qualification-based selection process” and proposal process, which will take place in two stages.

First, the Assistant Superintendent, with the assistance of other District personnel as determined by the Assistant Superintendent, will review all Submissions in response to the RFQ and, based on those Submissions and the Qualification Criteria described below, the Assistant

Superintendent will identify all proposers which they determine to be responsible qualified proposers (the “Qualified Proposers”).

Second, the Assistant Superintendent will open and review the Submissions by the Qualified

Proposers in response to the RFP. Submissions in response to the RFP from Proposers who are not identified as a Qualified Proposer (if any), will be returned unopened to the

Proposers. The Assistant Superintendent, with the assistance of other District personnel as determined by the Assistant Superintendent, will evaluate the Submissions in response to the

RFP submitted by the Qualified Proposers, and will determine the “Most Qualified Proposer” using the Qualification Criteria and the Proposal Criteria set forth below in Sections 7 and 8, respectively, giving due consideration of each Qualified Proposer’s pricing for the Services for the Project, as well as (i) the Qualified Proposer’s experience with services and work of similar size and scope as the Services required for the Project, (ii) the Qualified Proposer’s organizational and team structure for the Services for the Project, (iii) the Qualified Proposer’s past performance data, (iv) the Qualified Proposer’s approach to the Services required for the

Project, (v) and the additional Project specific-criteria set forth in Sections 7 and 8, respectively.

In the review of Submissions in response to this RFQ/RFP and determination of the firm to be awarded a contract for the Services, the District Assistant Superintendent and BOE will be guided by the selection of the Most Responsible Qualified Proposer that would best serve the interests of the District and BOE, and deemed best to provide the Services desired, taking into account cost and the requirements, terms and conditions contained in this RFQ/RFP.

Final selection by the District shall be the Most Qualified Proposer determined to be the most qualified responsible proposer for the Services after consideration of price and all factors necessary for faithful performance of the Services based on the criteria and scope of Services included in this RFQ/RFP.

The District and BOE reserve the right to negotiate with the Most Qualified Proposer, to accept modifications to the scope of the Services and/or fees proposed if such action would be in the best interests of the District and BOE, and to negotiate with the second Most Qualified

Proposer in the event negotiations with the Most Qualified Proposer are not or cannot be concluded.

Any Submission in response to this RFQ/RFP shall constitute a declaration by the submitting

Proposer that no person or persons other than members of Proposer’s own organization or subconsultants proposed by the Proposer to be part of its Project team if awarded the contract for the Services are interested in the Project or in the contract proposed to be awarded through this RFQ/RFP procurement process; that the Submission is made without any connection with any other person or persons making a proposal for the same services and is in all respects fair and without collusion or fraud; that no persons acting for or employed by the District or

Killingly BOE are directly or indirectly interested therein, or in the supplies or works to which it relates or will receive any part of the profit or any commission therefrom in any manner which is unethical or contrary to the best interests of the BOE and District.

6.3 Form of Contract

The District and BOE intend to use, and the firm selected as the Consultant for the Services will be expected to execute, a contract substantially similar to the form of contract that is included as Exhibit B to this RFQ/RFP (the “Contract”) (AIA Document B104-2017 together with AIA Document AIA Document B203-2017 Standard Form of Architect’s Services: Site

Evaluation and Project Feasibility, both as modified by the District and BOE).

If a Proposer has objections or takes exception to any of the terms and conditions of the

Contract or other contractual requirements set forth in this RFQ/RFP, the Proposer shall include such objections or exceptions in the envelope containing the Proposer’s Submission as part of the Proposer’s response to the RFP, provided that any such objections or exceptions shall be stated on a separate document from the Fee Proposal form. The District will not consider any objections or exceptions to the terms and conditions of the Contract not stated by a Proposer and submitted as required by this RFQ/RFP. The form of contract entered into by the District and the selected Consultant shall include the form of contract included as Exhibit B, as negotiated and amended with the selected Consultant.

6.4 District’s and Board of Education’s Right to Withdraw/Reject

The District and BOE reserve the right to amend or terminate this RFQ/RFP, accept all or any part of a Submission, reject all Submissions and not award the Contract, waive any minor and/or non-material informalities, omissions, or deficiencies in a Submission, and award the

Contract to the Proposer that, in the judgment of the Assistant Superintendent, Superintendent, and/or the BOE, will be in the best interests of the District.

7. REQUEST FOR QUALIFICATIONS

7.1 Qualification Criteria

The Assistant Superintendent will identify those proposers deemed to be Qualified Proposers based on the criteria below (the “Qualification Criteria”):

7.1.1 The Proposer is a legal entity properly licensed or registered under the laws of the

State of Connecticut to perform the services that are the subject of this solicitation and is otherwise authorized to do business in the State of Connecticut.

7.1.2 The Proposer has adequate experience in providing project planning, architectural, engineering and other design professional services, generally, and, in particular, has adequate experience in the past five years designing roof construction projects of a similar scope, magnitude, and complexity as the Project that are eligible for reimbursement from the State through a school building project grant administered by CTDAS.

7.1.3 The Proposer has adequate experience with the CTDAS OGA processes for applying for priority list and/or non-priority list school building project grants and with the preparation of related documentation that must be filed as part of any such application by school district applicants, and is able to demonstrate knowledge of pertinent CTDAS policies, procedures and regulations, as well all applicable Federal, State and local legal requirements.

7.1.4 The Proposer is able to demonstrate its ability, capacity, and skill to perform the

Services satisfactorily and within the time required, including that the Proposer has extensive professional expertise and experience in all facets roof design for

Connecticut public educational facilities which typically include grade 5 or 6 through grade 8, including the preparation of educational specifications, site and structural existing conditions evaluation, feasibility services, preliminary conceptual designs, and professional cost estimates for public school building roof projects of similar scope, magnitude, and complexity as the Project that are expected to receive funding through a State grant administered by CTDAS OGA.

7.1.5 The Proposer is able to demonstrate an adequate level of performance in providing services similar to the Services on at least five (5) prior school building projects similar in scope, magnitude, and complexity as the Project, including, without limitation, adherence to project schedules and the satisfaction of past owners with such performance.

7.1.6 The Proposer’s staff proposed to be assigned to the Project (“Project Team”) has satisfactory qualifications and experience on past projects of similar scope, magnitude, and complexity as the Project, including workload and availability, technical competence, experience in Connecticut public school building projects, including knowledge of and experience with environmental issues and constraints and Connecticut High Performance Building Standards and other sustainable construction technologies and standards that may apply to the Project.

7.1.7 The Proposer is able to demonstrate that the members of the Project Team have performed satisfactorily on past projects to the satisfaction of the owners of such projects.

7.1.8 The Proposer is able to demonstrate its ability to meet the requirements, terms and conditions outlined in the RFQ/RFP and to successfully fulfill a contract for the

Services.

7.1.9 The Proposer’s resources and stability.

7.1.10 The Proposer is able to demonstrate its ability to support the District through completion of the Services within the anticipated timeline, and to commit staff in a timely way when requested.

7.1.11 The Proposer is able to demonstrate its understanding of the Services required for the Project, and that the Proposer’s approach for the Services, and degree of the Proposer’s demonstrated ability to develop and control project costs and quality, as well as the Proposer’s methods for doing so, is satisfactory.

7.1.12 The Services offered by a Proposer will be of the quality and fitness for intended use of such Services.

7.1.13 Evidence of any special innovative approach that the Proposer proposes to use for the Project and the performance of the Services, including without limitation organization and utilization of staff and consultants for and in relation to the

Services for educational specifications, site and structural assessment and feasibility services, conceptual design, and cost estimating, respectively.

7.1.14 The Proposer is able to demonstrate its ability to submit cost-effective solutions.

7.1.15 The Proposer’s experience regarding past purchases by the District or other public agencies demonstrates the reliability of the Proposer to perform the Services.

7.1.16 The number, context, and, where applicable, outcomes, of claims, disputes, arbitration, and litigation proceedings involving the Proposer are acceptable.

7.2 Content of Response to RFQ

Each Proposer will be evaluated using the above Qualification Criteria. To assist and expedite this evaluation, each Proposer must provide the following information in the order listed below:

7.2.1 A Letter of Transmittal addressed to District Assistant Superintendent Andrea

Drake, signed by a principal of the Proposer, not to exceed three (3) pages, describing in narrative form the Proposer and Proposer’s qualifications and why such Proposer is the best firm for the Project and the Services.

7.2.2 Proposer Information and overview, including the following information:

• The name and location of the Proposer, including the office location that will be serving the District and Killingly BOE.

• A brief general description of Proposer’s business and its primary line of business.

• The number of years the Proposer has been in business.

• Is the Proposer and entity that is a subsidiary of another entity? If so, what is the name of the parent entity?

• The number of personnel employed by the Proposer (please include the number of staff dedicated to provide the requested Services).

7.2.3 Statement of Qualification to include, but not necessarily limited to, the following:

7.2.3.1 Name and address of Proposer.

7.2.3.2 Identify Proposer’s contact person for this Project and provide a phone number, and e-mail address that the District may use to issue further information.

7.2.3.3 Background statement on the firm, principals, staff availability, location, and financial stability.

7.2.3.4 Provide a list of Proposer’s Project Team Members (including officers, employees, and any consultants’ officers and employees), together with each person’s qualifications and position with the firm of those key individuals who will be assigned to the Project, along with related responsibilities they will devote to the

Project. Include a complete resume and project assignment for each professional to be assigned to the Project, a brief description of relevant experience on similar projects, and an organization chart showing the relationship of the team.

7.2.3.5 List and description of similar projects for work done within the last five years.

7.2.3.6 Work currently under contract and the Proposer’s ability to provide the requested Services to support the completion of the Services within the time outlined in the RFQ/RFP.

7.2.3.8 Short description of Proposer’s approach to the Project and a general timeline for completion, including phases if any.

7.2.3.9 Short description of Proposer’s typical fee structure without any specific fee information regarding this Project. Fee structure information is only for assessing the firm’s qualifications and understanding of the Project.

7.2.3.10 Statement as to why the Proposer believes it is the best qualified to meet the needs of District and Killingly Board of Education for the Services.

7.2.4 Client Base: Provide specific reference information for three (3) clients Proposer has served in connection with similar projects, for services relevant to the Services requested. Include for each:

• Client name and location

• Contact name, title, and telephone number for owner (specific individuals).

• Starting date of service

• List of Project Team Members, consultants and staff involved.

• Size (project cost and square feet) and location of project.

• References must be relevant to service in the last five (5) years and shall include specific details on how the project represents a project of similar scope, magnitude, and complexity. Information on Proposer’s specific role in each project must be included.

7.2.5 Please state what experience the Proposer has in assisting public school building projects to secure funding. Describe experience with the CTDAS OGA and the CTDAS

OGA Audit team.

7.2.6 Project Approach and Methodology: Provide a description of the proposed approach for the requested Services for the Project, including the identification of any unusual circumstances or anticipated problems and proposed solutions. The information will be used by the District to assess the Proposer’s understanding of the Project and its methodology for the Services.

7.2.7 Workload Statement: Provide details on the Proposer’s current and future workload and ability to provide the Services with the attention required between the date of the

Proposer’s Submission through the desired completion dates for the Services.

7.2.8 Please indicate the location where the Services for the Project will be accomplished by the Proposer if selected as the Consultant.

7.2.9 Additional information, not included above, that the proposer believes may be useful and applicable to this Project and helpful to the District’s evaluation of

Submissions (no more than two (2) pages).

7.2.10 Default and Litigation: (a) State whether the Proposer has ever failed to complete any project or portion of a contract for professional services awarded to it. (b) State whether the Proposer has ever been declared to be in default on a contract, and if so, when, by whom, where and reason. (c) Describe any claims, disputes, arbitration or litigation proceedings that have occurred in relation to any contracts for professional services performed by the Proposer in the past 5 years and in which the Proposer may be involved, including the nature and amount of any claims against the Proposer, the status of the proceeding and if concluded.

7.2.11 A fee schedule for the Services should not be included in the RFQ response.

8. REQUEST FOR PROPOSALS

8.1 Proposal Criteria

The Proposal Criteria includes the following:

8.1.1 The Proposer’s proposed lump sum fees for the Basic Services, Supplemental

Services, and Hourly Rates, using the form included as EXHIBIT E in this

RFQ/RFP.

8.1.2 The proposed schedule for the Services.

8.1.3 The level of financial stability of the Proposer.

8.1.4 The level of the Proposer’s insurance coverage.

8.1.5 The degree of resources of the Proposer that will devote to performance of the

Services.

8.1.6 Objections or exceptions to the terms and conditions of the form of Contract submitted by the Proposer, if any.

8.2 Content of Response to RFP

Please provide the following information in the order listed below:

8.2.1 One lump sum proposed fee for all the Basic Services and an amount of the lump sum proposed fee for the Basic Services that is allocated to the various phases and categories of the Basic Services as set forth on the fee proposal form included as EXHIBIT E in this RFQ/RFP.

8.2.2 One lump sum proposed fee for each Supplemental Service as set forth on the fee proposal form included as EXHIBIT E in this RFQ/RFP.

8.2.3 Hourly rates for each of the Proposer’s employees who will perform any of the

Services for which the Proposer will compensated on an hourly-fee basis pursuant to the Contract or additional services which are not within the scope of the Basic Services or a Supplemental Service.

8.2.4 No fee or mark-up may be charged by the Consultant for reimbursable expenses, and all reimbursable items are limited to special request of the District or BOE, or to extenuating circumstances, subject to the District’s prior approval, including but not limited to: outside printing, copying, reproducible drawings, travel, staffing, express mail services and overhead, all of which shall be anticipated and included as part of each Proposer’s lump sum proposed fee amounts for the Basic Services and Supplemental Services.

8.2.5 Bank references and/or financial statements reflecting financial stability.

8.2.5 Evidence of proper insurance coverage.

8.2.6 Descriptions of other resources of the Proposer that will help facilitate the performance and completion of the Services that will help facilitate the Project

(submitted separately from the Proposer’s fee proposal form).

8.2.7 Any objections or exceptions to the terms and conditions set forth in the form of

Contract (submitted separately from the Proposer’s fee proposal form).

9. INSURANCE AND INDEMNIFICATION REQUIREMENTS

Prior to the execution of the Contract for the Services, the District and BOE will require the selected

Consultant to provide to the District, certificates of insurance (Accord or other approved format), and if specifically requested, policy declaration pages and policy endorsements, evidencing the insurance coverage which satisfies the requirements set forth in Exhibit C to this RFQ/RFP.

The Contract for the Services will require the Consultant to agree to the indemnification provisions included in Exhibit C.

10. PROJECT FUNDING

The obligations of the District and BOE under any contract executed by the District or BOE and the selected Consultant in connection with the Services are conditioned upon and subject to the appropriation of funds for the cost thereof.

11. ADDITIONAL INFORMATION

11.1 The District and Killingly Board of Education prohibit harassment and discrimination on the basis of race, color, religious creed, age, marital status, military or veteran status, national origin, sex, ancestry, sexual orientation, or past or present physical or mental disability in accordance with Titles VI, VII of the Civil Rights Act of 1964, Section 504 of the

Rehabilitation Act of 1973, the Americans with Disabilities Act of 1991 and applicable state laws.

11.2 The Killingly Public School District and BOE are equal opportunity employers. The selected

Consultant shall be required to have a non-discrimination policy as condition of being awarded a contract for the Services. The Consultant must agree to this condition of doing business with the District should the District choose to audit the Consultant for its compliance, the Consultant agrees to cooperate fully.

11.2 The District, Killingly BOE, the selected Consultant, and the Services, will be governed by the applicable Connecticut General Statutes, Connecticut regulations, and the CTDAS rules, requirements, and policies which govern school building projects receiving State assistance and in particular, school building project grants through CTDAS.

11.3 The District and BOE reserve the absolute right to reject the Submissions of any Proposer offering services which, in the opinion of either the Assistant Superintendent, Superintendent, or the BOE, do not meet the standard or quality established and required by this RFQ/RFP.

11.4 Any Proposal that is conditional shall be rejected.

11.5 The District and BOE are exempt from the payment of federal excise taxes and Connecticut sales and use taxes.

11.6 If it becomes necessary for the District to revise any part of this RFQ/RFP or if additional data is necessary to enable interpretation by Proposers of provisions of this RFQ/RFP, revisions or addenda will be posted on the State Portal and the District Website. The District may at any time before the receipt and opening of Submissions in response to this RFQ/RFP, in its sole discretion, clarify, modify, amend, or terminate this RFQ/RFP if the District determines it is in the District’s best interests.

11.7 Questions regarding this RFQ/RFP must be referred by email to District Assistant

Superintendent Andrea Drake at adrake@killinglyschools.org. Any addenda to this RFQ/RFP, including a summary of all questions and answers, will be posted on the State Portal and the

District Website as an addendum to this RFQ/RFP, on or before JULY 24, 2026. Under no circumstances will the District or BOE respond to non-written questions or requests for information.

EXHIBIT A

SCOPE OF SERVICES

The firm selected as the Consultant by the District to provide the Services, and the Consultant’s Project

Team, shall provide the school building project planning, programming, site evaluation and structural assessment, project feasibility, preliminary and conceptual architectural, engineering and design professional Services for the Project, including the Basic Services set forth and otherwise described in the RFQ/RFP and this Exhibit A, in addition to the Basic Services required under the form of Contract included with the RFQ/RFP as Exhibit B or by subsequent Addendum. In addition to the Basic

Services, the Consultant’s Project team shall provide the Services described and/or identified as

Supplemental Services in the RFQ/RFP and this Exhibit A or in the form of Contract included with the

RFQ/RFP as Exhibit B or by subsequent Addendum. The Services shall be performed by the

Consultant through its own officers and employees, and the Consultant’s subconsultants as necessary.

All Services shall be consistent with, and as required by, all applicable federal, State of Connecticut, and local laws and regulations, and all CTDAS rules, requirements, and policies which will govern and apply to the Project if the District and the Town of Killingly apply for and are awarded a State school building project grant through CTDAS. In performing and providing the Services, the Consultant is to assume that all State of Connecticut building codes and life safety codes, as well as the Connecticut

High Performance Building requirements applicable to public school construction projects (to the extent applicable to the anticipated scope of the Project), will apply to the Project.

All Services by the selected Consultant and any of its subconsultants must be provided with the highest level of professional skill, care, and judgment and in compliance with all federal, state, and local requirements. Because the Project may be partially funded by a State of Connecticut school building project grant pursuant to Connecticut General Statutes Chapter 173, the Consultant’s Services shall be performed with the assumption that the Project will be funded by a State school building project grant pursuant Connecticut General Statutes Chapter 173, and the Consultant’s Services will be required to meet the requirements and conditions imposed by CTDAS and OGA for such projects and/or otherwise facilitate the District’s, BOE’s, and the Town of Killingly’s future compliance with such requirements and conditions. All site evaluation and structural assessment reports, conceptual design plans and specifications, project cost estimates, the educational specifications must comply with applicable

Connecticut statutes and regulations, and the rules and requirements of CTDAS OGA for the school building construction project grants.

BASIC SERVICES

BASIC SERVICES: PROGRAMMING AND PROJECT EDUCATIONAL SPECIFICATIONS

1. Under Conn. Agencies Regs. Section 10-287c-1(5): “Educational Specifications” means a document that describes the general nature and purpose of the proposed school building project, has been approved by the applicant’s local or regional board of education or the governing body, and includes: the applicant’s long range educational plan and the relationship of the proposed school building project to such plan; enrollment data and proposed project capacity; the nature and organization of the educational program; support facilities; space needs; accommodation for educational technology; specialized equipment; proposed site improvements; and identification of any planned use of space for non-student purposes.”

2. Collaborate with the District Assistant Superintendent, Superintendent, Operations and

Maintenance Director, and other District personnel for the development and preparation of

Educational Specifications that establish the Killingly BOE’s plan and goals for the Project and align the same with the BOE’s overall planning goals, and current and future educational needs, for the Killingly Intermediate School building and students.

3. The Educational Specifications must be suitable for use by the BOE and District as the Project program and guideline for the analysis and design solutions for the roof replacement options to be potentially incorporated into the Project.

4. Educational Specifications shall comply with and conform to the applicable requirements of

CTDAS OGA for school building construction grant application procedures.

5. If requested by the District, attend public meetings with the BOE to provided presentation and facilitate discussion about preliminary drafts of the Educational Specifications as necessary to obtain the BOE’s approval of the Educational Specifications.

BASIC SERVICES: ROOF/SITE EVALUATION, PROJECT FEASIBILITY, AND CONCEPTUAL

DESIGN SERVICES

A. Basic Services: School Building Roof/Site Evaluation and Structural Assessment, and Project

Feasibility

1. Meet with District and BOE representatives to discuss: the District’s goals and objectives for the Project; anticipated Project scope, timelines, and milestones; State school building project grant application and approval process that will apply to this Project if a school building project grant pursuant to Connecticut General Statutes Chapter 173 will be applied for by the District

Superintendent and to Town of Killingly and granted by the State through CTDAS; any other relevant programming, planning, design, and funding approval items that will be required for this

Project.

2. Review available site plans, and conduct site visits as necessary to gain an understanding of existing conditions and identify issues to be addressed in conceptual plans for the Project, including:

i. Existing as-built and record drawings, including architectural, structural, and mechanical plans;

ii. Prior roof studies, surveys, assessments, and inspection reports;

iii. Existing roof system warranties, manufacturer specifications, and guarantees;

iv. Maintenance and repair history, work orders, and leak logs;

v. Prior capital improvement plans or reports referencing roof systems;

vi. Building department records, permits, and certificates of occupancy;

vii. Prior environmental or hazardous materials surveys (asbestos, PCBs, lead) provided by the District; and

viii. Any other documents identified by the District as relevant to the existing roof conditions.

3. Plan site evaluation, structural assessment and Project feasibility services that will accomplish full evaluation of existing conditions of the roof of the Killingly Intermediate School building, related structural elements, and water/rain carrying systems that will or may be the subject of the

Project, to identify and determine conceptual design options and alternatives for full or partial replacement of the roof that are feasible based on existing conditions, the District’s Project objectives, and the District’s anticipated financial constraints for the cost of work for the Project.

4. Perform a site investigation, structural assessment, and Project feasibility services as otherwise required in accordance the Form of Contract included with the RFQ/RFP, including but not limited to the following:

i. Conduct a complete field evaluation and survey of existing roof conditions, related water/rain and drainage carrying systems, and building structural elements pertinent to either a full or partial replacement of the roof areas, including but not…