RFQP-DB

Board of Regents of the University System of Georgia

Request for Qualifications (Step I) and

Request for Proposals

(Step II)

To Provide

Design-Build Services

(DB)

for

GTRI #1838 B12 Core & Shell Interior Build-Out Bid-Contract No. 2024-22 / Project No. 0099-2021

Georgia Institute of Technology Atlanta, Georgia

Solicitation Issue Date: November 18, 2021 Qualifications Packages Due: December 9, 2021

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

TABLE OF CONTENTS

STEP I – REQUEST FOR QUALIFICATIONS (RFQ)

1. GENERAL PROJECT INFORMATION

2. DESIGN-BUILD SERVICES REQUIREMENTS

3. QUALIFICATIONS REVIEW PROCESS

4. SCHEDULE OF EVENTS (STEP I)

5. SUBMITTAL OF QUESTIONS AND REQUESTS FOR CLARIFICATIONS

6. INSTRUCTIONS FOR PREPARING STATEMENTS OF QUALIFICATIONS

7. SUBMITTAL OF STATEMENTS OF QUALIFICATIONS

8. FINALIST NOTIFICATION

STEP II – REQUEST FOR PROPOSALS (RFP) from Qualified Finalists ONLY

1. CONTRACT INFORMATION

2. BUILDING PROGRAM

3. SCHEDULE OF EVENTS (STEP II)

4. PRE-PROPOSAL SITE VISIT

5. SELECTION PROCESS

6. INSTRUCTIONS FOR PREPARING PROJECT PROPOSALS

7. SUBMITTAL OF QUESTIONS AND REQUESTS FOR CLARIFICATION AND

EXTENSIONS

8. SUBMITTAL OF PROJECT PROPOSALS AND FEE PROPOSALS

9. PRESENTATION / INTERVIEW INFORMATION

10. ADDITIONAL TERMS AND CONDITIONS

11. EXHIBITS

a. Exhibit A – Certification Form

b. Exhibit B – Contractor Affidavit and Certificate of Compliance

c. Exhibit C – DB Fee Proposal

d. Exhibit D – Preconstruction Cost & Expenses Breakdown

e. Exhibit E – General Conditions Breakdown

f. Exhibit F – Project Cost Matrix

g. Exhibit G – Proposer’s Disclosure Statement

h. Exhibit H – Additional Project Information

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

STEP I

REQUEST FOR QUALIFICATIONS

Design Build Services

The Board of Regents of the University System of Georgia (“BOR”) As (“Owner”), on behalf of the Georgia Institute of Technology, is soliciting statements of qualifications from firms interested in providing design-build services for the construction of a project known as Project No. 0099-2021, “GTRI #1838 B12 Core & Shell Interior Build-Out,” at Georgia Institute of Technology, Atlanta, Georgia . This Request for Qualifications (RFQ) seeks to identify potential providers of the above-mentioned services. Some firms that respond to this RFQ, who are determined by the Owner to be especially qualified, may be deemed eligible and may be invited to interview and offer proposals for these services. All respondents to this RFQ are subject to instructions communicated in this document, and are cautioned to completely review the entire RFQ and follow instructions carefully. BOR reserves the right to reject any or all statements of qualifications or proposals, and to waive technicalities and informalities at their discretion.

1. GENERAL PROJECT INFORMATION

Project Background Georgia Tech’s Strategic Plan outlines our vision for the next decade. The core commitments of the plan are Progress and Service. The commitment to service is grounded in meeting the evolving needs of our students, our community and the State of Georgia. The commitment to progress is centered in creating knowledge, spurring innovation, and contributing to economic development. In all dimensions, the plan signals our desire to expand our impact and deepen our contribution. Core to this objective is Georgia Tech’s commitment to growth through increased student enrollment, expanded research programs, and enhanced partnerships with business.

The volume of Georgia Tech’s research activities and projected investment from research sponsors continues to climb. Over the past 20 years, GT research funding (awards) have seen dramatic growth with a 361% increase. Research growth within our resident instruction units was 183%, Georgia Tech Research Institute (GTRI) growth was 624%, and the Enterprise Innovation Institute (EII) was 44%.

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

The Georgia Tech Research Institute (GTRI) is the nonprofit, applied research division of the Georgia Institute of Technology (GIT). Founded in 1934 as the Engineering Experiment Station, GTRI has grown to more than 2,900 employees supporting eight laboratories in over 22 locations around the country; and was awarded $782M of problem-solving research in FY21 for government and industry. GIT and GTRI combine the best of both applied and basic research to solve the innovation equation on behalf of clients. This combination provides unsurpassed expertise, technical solutions, and new levels of capability for our armed forces, our federal and state sponsors, our industry partners, and those with whom we collaborate worldwide. The consistent and continued growth of GTRI sponsored programs is projected to result in awards of approximately $1B by 2030.

GIT recently re-baselined its infrastructure strategy for GTRI. This strategy captures the organization of GTRI into three research hubs in Metro Atlanta to progress the technology advancement and innovative solutions vision established in its Strategic Plan. These are the Main Campus Research (MCR) Hub, the Tech Square Research (TSR) Hub, and the Cobb County Research Facility (CCRF) Hub. GTRI’s three research hubs have become focal points for research domains that intersect with GIT academics and research activities, business in Georgia, and National Security. Within these hubs, GTRI has space that has been approved as meeting the requirements for secure space (per ICD 705 standards). This type of space in each research hub is critical for GTRI’s ability to meet the program requirements of Sponsors and government contracts.

The level of growth, especially in Department of Defense (DoD) classified research, is driving a requirement of additional secure space. Approximately 95% of GTRI total awards are on contracts which require secure space. This research work is performed by GTRI research faculty and staff (63% of GTRI’s 2900 employees maintain an active DoD clearance with 37% maintaining higher level clearances). Since 2015, overall federal classified R&D funding has increased by approximately 52% according to the Center for Strategic and International Studies. GTRI research award growth, coupled with the significant emphasis on programs with classified research requirements, is an indication of the impact of GTRI on the state of technology innovation nationally. GTRI must be prepared to meet those needs with a highly skilled workforce and the facilities required to allow those employees to carry out their research responsibilities to the State and the Nation.

The increasing volume of research that requires secure space that meets ICD 705 standards is increasing rapidly due to a continuing shift of program classifications by the DoD. GIT/GTRI uses a standard metric of 250 ASF per $1M of research award to determine required secure space for growth. This metric was applied to the predicted GTRI growth in research awards, revenue, and employees.

Project Description GTRI requires 50,000 ASF of secure space in the CCRF Hub and 25,000 ASF in the MSR Hub and the TSR Hub to meet the projected growth need of 75,000 ASF by FY30. This secure space must be built to Intelligence Community Directive (ICD) 705.

The proposed project is within the Cobb County Research Facility South Campus (CCRFSC) Building 12 (B12) East Addition and is located at 7220 Richardson Rd; Marietta, GA 30060.

B12 includes a large warehouse space, and a 2-story section totaling 350,000 SF. The proposed project includes a two-phase effort for the Design and Renovation of the existing B- 12 core and shell flex office space (50,000 square feet), and interior improvements for

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP sponsor-specific space. The project is intended to renovate the existing two-story 50,000 SF of former secure space into ICD 705-compliant secure space. This space was previously accredited as secure space in the 1990’s formerly occupied by Lockheed’s F-22 program. The space does not currently meet ICD 705 standard and requires significant renovations to achieve full accreditation.

Initially, during Phase 1, GIT will renovate (design and build) the exterior shell of the 50,000 SF space to achieve full accreditation by the U.S. Government. The first Phase will also include the buildout of 10,000 SF of interior space. Subsequently, Phase 2, the Interior Improvement plan will be to design and build smaller, sponsor-specific facilities within the larger shell to meet sponsor-specific needs. Each “sponsor-specific” facility represents nominally 5,000 ASF and will be constructed in consecutive years (constituting 9 phases, Phase 2A-2I). The end-state is 50,000 ASF of secure space in FY31.

This overall approach is consistent with the strategy outlined in the original BoR authorization in October 2017, where it was envisioned that GIT would improve the Lockheed property over time as requirements arose and resources became available. The authorization states “it is anticipated that the Premises will be renovated in phases.” This proposed project is consistent with the GIT Strategic Plan and nests within future plans outlined in GTRI’s infrastructure strategy.

At a minimum, the following general facilities programmatic requirements, design features and special needs must be met:

This project will include the development of secure space designed and constructed to U.S.

Government specifications; Intelligence Community Directive (ICD) 705, Technical Specifications for Construction and Management of RS3s. This will include functional program verification, schematic design, construction documents, supporting construction administration services and ultimately inspection and formal accreditation by the U.S.

Government.

Initial programming for the B12 building shell consists of the following high-level scope:

Existing utilities (chilled water and power) in B-12 will be extended to the space and stubbed out in new mechanical and electrical rooms for future use. Existing chillers and switchgear have sufficient capacity to support anticipated loads in new tenant fit-out space. Block load calculation will be conducted to confirm required capacity for new space.

General lighting will be provided in space for emergency egress.

Required fire alarm and fire sprinkler system will remain in space in anticipation of future fit-out.

Current perimeter walls will be upgraded to provide for enhanced security and

TEMPEST countermeasures. Perimeter doors will be upgraded to meet ICD 705 requirements.

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

In coordination w/on-site security ensure applicable pink and/or white noise is installed to address any potential sound attenuation challenges

Provide required Underwriter Laboratories (UL) 2050 Intrusion Detection System and

U.S. Government approved access control system.

IP-based cameras installed and configured to overall GTRI system to monitor external access control points of newly constructed secure space. Internal IP-based cameras installed and configured to stand-alone secure GTRI system located inside the space to monitor internal access control points and common hallway activity.

Existing wall and floor penetrations will be evaluated for compliance with ICD-705 requirements.

Existing HVAC system equipment and duct work in space will be demolished.

Existing electrical distribution and devices in space will be demolished.

Existing communications cable tray/conduit in space will be demolished.

Existing ACT ceilings in space will be demolished.

Existing restrooms will be renovated.

HVAC, electrical, fire alarm, plumbing and fire protection systems will be evaluated and designed to meet the requirements of the purpose and function of ICD 705 standards.

Electronic security systems including access control, Underwriters Laboratories (UL) 2050 intrusion detection and video surveillance will be included to meet the stringent ICD 705 criteria.

Sustainable Approach The Owner is not considering LEED Certification of this facility; however, the project will incorporate the requirements of the Energy Efficiency & Sustainable Construction Act (SB

130) (O.C.G.A. 50-8-18) and may include other sustainable concepts where feasible to do so.

Project Delivery Method This project will utilize Design/Build as the project delivery method, and, as a minimum, will employ the services of a team that includes the Design Principal, General Contractor or Construction Manager and a Commissioning Agent.

Project Budget The Guaranteed Maximum Price is estimated at $25,247,067. The preliminary stated cost limitation (SCL) or construction cost of the Project is estimated at $18,502,290. The final SCL may be revised by the Owner due to final programmatic requirements, funding availability or other circumstances.

Project Schedule The Design Builder’s (DB) services are anticipated to commence by January 2022, with construction documents anticipated for completion by June 2022. The start of construction is

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP contingent on the availability of funding. (All of the dates above are estimates and are contingent on the availability of funding).

Project Completion Timeline – Phase I

Task Timeline

Contractor Selection (3 months) November 2021 – January 2022 Design (5 months) January 2022 – June 2022 Permitting & Approvals (5 months) June 2022 – November 2022 Project Construction (10 months) November 2022 – August 2023 Accreditation (2 months) August 2023 – September 2023

Additional Project Information – See Exhibit H

“B12 Secure Area Feasibility Study” Final Report - completed 2/5/2021, by Burns

McDonnell.

2. DESIGN-BUILD SERVICES REQUIREMENTS

The prospective DB will provide design and preconstruction services which may include, without limitation, technical review, cost verification, cost evaluation, value engineering, schedule development, and schedule evaluation, in addition to management of the construction. In addition, DB will be responsible for methods of construction, safety, and the scheduling and coordination of the work of all construction and miscellaneous contracts required for completion of the project within its predetermined budget and schedule. The successful DB will be required to work collaboratively with the Owner’s consultants.

I. Other services included, at a minimum, but not limited to:

Programming, including Final Programming report Verification of Existing Site Conditions, Site Analysis, and Site Selection

Measured Drawings of Existing Site Conditions as Needed Conceptual Design Schematic Design Design Development Documents Guaranteed Maximum Price (GMP) Documents 100% Construction Documents Interior Design, including Furniture, Fixtures & Equipment specifications Signage, Branding, Graphics & Wayfinding Structural, Mechanical, Electrical, Plumbing, and Fire Protection, Acoustical

Design, Audio/Visual Design Low Voltage Design Lighting Design Permitting Code Review and Compliance ADA and Universal Design Compliance Commissioning Support Development of presentations and renderings as required to present design concepts 5D Modeling (includes 3-dimensional project model plus cost estimating and scheduling) 5D Cost Estimating & Schedule Reconciliation at Programming, SD, DD, CDs, and GMP Other requirements per the DB contract

II. Specific building design guidelines for the project:

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

Employ ICD 705 standards in the design-build of the referenced project Facility.

Meet the design guidelines established in the GT Campus Yellow Book standards.

If ICD 705 requirements contradict with the GT Campus Yellow Book standards then ICD 705 criteria must be followed.

The building will be energy-efficient, sustainable and economical to construct and operate.

The building will be durable, comfortable, secure, and will achieve a high degree of value for the Institution.

3. QUALIFICATIONS REVIEW PROCESS

Selection of the DB will be a multi-step process generally following the steps outlined in the State Construction Manual. The selection of finalist firms will be made by a Selection Committee consisting of representatives of Georgia Tech, the Owner, and others (to be determined).

Step I- Qualifications Review This RFQ is issued for the purpose of acquiring Statements of Qualifications from prospective DB firms. A selection of finalist firms will be made by a Selection Committee consisting of representatives of the User and BOR. The Selection Committee will receive and review Statements of Qualifications submitted in response to this RFQ. To be deemed eligible for evaluation, firms must meet the following minimum qualifications:

Minimum Qualifications Required

The firm or its principals are not currently ineligible, debarred, suspended, or otherwise excluded from bidding or contracting by any state or federal agency, department, or authority.

Firm must have sufficient bonding capacity for anticipated total cost of work. Provide a letter or other supporting documentation from a bonding company indicating the firm’s capacity to bond the project.

Firm must have a current Contractor’s Public Liability Insurance policy, and must be insurable in the following amounts: Bodily injury, including death- limits of $1,000,000 for each accident. Property damage- limits of $2,000,000 for each accident and $10,000,000 for the aggregate of operations. (The Owner reserves the right to require additional limits and/or coverage for actual contract.) Provide your current insurance certificate.

Firms must have all necessary, valid and current licenses to do business in the State of Georgia. Provide a copy of your GC license, business license and Georgia Certificate of Existence.

Firm must demonstrate sufficient cash flow to undertake the project as evidenced by a current ratio (assets/liabilities) of 1.0 or higher.

The firm must demonstrate a commitment to safety with regard to Worker’s Compensation by having an Experience Modification Rate (EMR) over the past three years of 1.2 or less.

The firm or its principals have not been terminated for cause or currently in default on any public works contract.

The firms must provide a sworn statement attesting to compliance with the minimum criteria listed above and provide supporting documentation as requested further in the process in accordance with deliverable (A) A-1 below in this RFQ.

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

The Selection Committee will then evaluate the submittals which have met the above minimum qualifications. Criteria for the evaluation are listed below:

Criteria for Evaluation of Statements of Qualifications

25% Factor: Stability of the firm, including the firm’s corporate history, resources, form of ownership, litigation history, financials, etc.

45% Factor: Firm’s relevant project experience and qualifications, including the demonstrated ability of firm in effective management of construction of facilities comparable in complexity, size, and function, for public owners.

30% Factor: Firm’s suitability to provide services for project, including the firm’s apparent fit to the project type, delivery method, any unique qualifications for the project, current and projected workloads, describe your firms plan for competitively selecting subcontractors. Additional factors for a firm’s suitability will include the construction manager’s office location/proximity to the project, and current/recent BOR project workload.

Step II- DB Selection, will be initiated by invitation to finalists to submit Project and Fee Proposals as instructed in the Owner’s RFP. Short listed firms will be issued a notice to finalists and invited to do a presentation/interview. The successful DB will be determined based on the proposals received and the interview.

4. SCHEDULE OF EVENTS (STEP I)

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 Atlanta, Georgia. The Owner reserves the right to adjust the schedule as the Owner deems necessary.

5. SUBMITTAL OF QUESTIONS AND REQUESTS FOR CLARIFICATION

It is the responsibility of each respondent to examine the entire RFQ and RFP, seek clarification in writing, and review its submittal for accuracy before submitting the document.

Questions about any aspect of the RFQ, or the project, shall be submitted in writing (e-mail is preferable) to:

STEP I (RFQ) Estimated Timeline

a. Owner issues public advertisement of RFQ 11/18/21 -----

b. Deadline for written questions/requests for clarification (see section 6). 11/29/21 4:00pm

c. Deadline for posting responses to questions/requests for clarification No Later

Than 12/1/21

d. Deadline for submission of Statements of Qualifications 12/9/21 2:00pm

e. Owner completes evaluation, post results, and issues notification to finalist firms 12/15/21 -----

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

Ms. Carla Barbour Sr. Project Manager Georgia Institute of Technology Office of Design & Construction, Room # 363E 151 6th Street NW, Atlanta, GA 30332 Email: carla.barbour@facilities.gatech.edu *** Phone Calls Will Not Receive a Response ***

The deadlines for submission of questions relating to the RFQ are the times and dates shown in the (Schedule of Events- Section 4). All relevant questions and requests for clarification received by the Institution and the corresponding responses will be posted on the Georgia Procurement Registry at http://ssl.doas.state.ga.us/PRSapp/ as an addendum to the original solicitation for services. From the issue date of this solicitation until a successful proposer is selected and the selection is announced, respondents are not allowed to communicate for any reason with any members or employees of the BOR or the Institution except for submission of questions as instructed in the RFQ, or during the proposer’s conference (if applicable), or as provided by any existing work agreement(s). For violation of his provision, the Owner shall reserve the right to reject the proposal of the offending proposer.

6. INSTRUCTIONS FOR PREPARING STATEMENTS OF QUALIFICATIONS

Interested firms shall submit (3) hard copies and one (1) electronic copy in .pdf format of the complete qualifications package to the Project Manager (as referenced above.). Submittals must be prepared in a manner that fits a standard 8 ½” x 11” paper format when printed.

Responses are limited to using a minimum of an 11-point font. The entire response shall not exceed 50 pages, including exhibits, affidavits or other enclosure information that may be included in an appendix. All pages count regardless of content. Submittals that include qualifications of more than one firm shall not exceed page limits. Submittals that exceed the page limit will be deemed non-responsive and will not be considered by the Selection Committee.

STATEMENT OF QUALIFICATIONS

(DELIVERABLES “A”, “B”, and “C” FOR ALL FIRMS)

A. Stability

A1- Provide basic company information: Company legal name, address, name of primary contact, telephone number, fax number, e-mail address, and company website (if available). If the firm has multiple offices, include information about the parent company and branch office separately. Identify the office from which project will be managed and proximity to the project site. Provide form of ownership, including state of residency or incorporation, and number of years in business. For joint venture entities that have not undertaken at least two projects together, each firm should submit its qualifications separately. Joint submittals are subject to the same submittal page limit.

A2- Briefly describe the history of your firm(s). Provide general information about the firm's establishment, personnel resources, including disciplines and numbers and classifications of employees, and locations and staffing of offices that will be directly involved with this Project.

A3- Please disclose whether or not the firm has been involved in any litigation with an Owner or Architects during the past five (5) years. List any active or pending

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP litigation and provide a thorough explanation of its scope. List any claims against your firm or against Owners where your firm is named.

A4- List the firm’s annual average gross revenue, for the parent office and local office separately, if applicable for each of the past 5 years. Supply main financial and banking references.

A5- Please provide information as to whether or not your firm has ever been removed from a contract for cause OR failed to complete a contract as awarded?

A6- The firm, in order to be deemed eligible for further evaluation, must provide supporting documentation asserting that the firm meets the minimum qualifications required for this project.

a. Certify that your firm or its principals are not currently ineligible, debarred, suspended, or otherwise excluded from bidding or contracting by any state or federal agency, department, or authority.

b. Certify that your firm has sufficient bonding capacity for anticipated total cost of work and our surety and insurance companies are in the current Department of Treasury’s Listing of Approved Sureties (Department Circular 570). All insurance and bonds will be obtained through a company licensed by the Georgia Insurance Commissioner to transact the business of insurance in the State of Georgia for the applicable line of insurance in the State of Georgia for the applicable line of insurance. The company is an insurer (or qualified self-insurers or group self-insureds, a specific excess insurer providing statutory limits) with an A.M. Best Financial Strength rating of “A-“ or better with an A.M. Best Financial Size Category of Class V or larger. Provide a letter or other supporting documentation from your firm’s surety indicating the firm has a bonding capacity of $10,100,000.

c. Certify your firm has a current Contractor’s Public Liability Insurance policy, and our firm is insurable in the following amounts: Bodily injury, including death- limits of $1,000,000 for each accident. Property damage- limits of $2,000,000 for each accident and $10,000,000 for the aggregate of operations. (The Owner reserves the right to require additional limits and/or coverage for actual contract.) Provide your current insurance certificate.

d. Certify your firm has all necessary, valid and current licenses (including a valid and current Georgia General Contractor’s License) to do business in the State of Georgia. General Contractor must have a valid and current Georgia General Contractor License at the time of submission of qualifications. Provide a valid copy of your Georgia General Contractor license, and a Georgia Certificate of Existence or other documentation stating your firm has registered with the Georgia Secretary of State and is authorized to do business in Georgia. Certify your firm’s team can meet U.S. Citizenship requirements.

e. Certify your firm has sufficient cash flow to undertake the project as evidenced by a current ratio (assets/liabilities) of 1.0 or higher. Provide a one page statement evidencing your current ratio.

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

f. Certify your firm demonstrates a commitment to safety with regard to Worker’s Compensation by having a current Experience Modification Rating (EMR) of 1.2 or less. Provide evidence from your firm’s carrier on their letterhead of your firm’s current EMR.

g. Certify the firm has not in the immediately preceding five years been defaulted in any public works contract and is not now under any notice of intent to default on any such contract.

A7- Complete the Certification Form (Exhibit “A”) and provide a scanned notarized copy with response as Section “A7” with the firm’s Statement of Qualifications.

A8- Complete and submit the Contractor Affidavit (Exhibit “B”) with response as Section “A8” with the firm’s Statement of Qualifications in compliance with the Georgia Security and Immigration Compliance Act.

GEORGIA SECURITY AND IMMIGRATION COMPLIANCE ACT AFFIDAVIT(S)

“Contractor” in the following Affidavits shall mean “General Contractor”/ ”Contractor” for the purpose of compliance with O.C.G.A. § 13-10-91, (b).

For the purpose of completing the attached Affidavits, please insert the following:

“Name of Public Employer” shall mean “Board of Regents of the University

System of Georgia, Owner, for the use and benefit of Georgina Institute of Technology.

“Name of Project” shall mean “Project No. 0099-2021, “GTRI #1838 B12 Core & Shell Interior Build-Out”

A9- Complete and submit the “Disclosure Statement” (Exhibit “G”) with response as

Section “A9” of the firm’s Statement of Qualifications.

B. Experience and Qualifications

B1- Provide information on the firm’s design-build service experience on projects of similar size, function, and complexity (similar type of renovation/construction and a contract dollar amount equal to 75% or more of the anticipated amount of the incumbent project). Describe no more than five (5) and no less than three (3) projects, in order of most relevant to least relevant, which demonstrate the firm's capabilities to perform the project at hand. For each project, the following information should be provided:

a. Project name, location and dates during which services were performed.

b. Brief description of project and physical description (delivery method, cost, square footage, number of stories, type of foundation, structural system, envelope, site area).

c. Services performed by your firm.

d. Provide any Owner-written letters of reference/recommendation about the firm’s performance on the project.

e. Owner/User/Architect contact information.

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

f. Explanation as to how the highlighted project relates to the current Project being considered. If the firm has multiple offices, indicate the office responsible for each highlighted project

C. Statement of Suitability

C1- Provide any information that may serve to differentiate your firm from other firms regarding suitability for the project. Suitability may include, but is not limited to, the firm’s fit to the project and/or needs of the Owner, any special or unique qualifications for the project, current and projected workloads, the proximity of office to project location, and any techniques or methodologies offered by the firm that may be particularly suitable for this project type.

C2- Provide information on any special services such as BIM capabilities, LEED Certification, offered by the firm that may be relevant and available for this project.

7. SUBMITTAL OF STATEMENTS OF QUALIFICATIONS

Submit (3) hard copies and one (1) electronic copy in .pdf format of the complete qualifications package to GA Tech’s Project Manager (as referenced above.) Qualification Submittals must reference the Project No. 0099-2021; GTRI #1838; DB, the firm’s name, and the word “QUALIFICATIONS.”

(File Name Example: BOR-Project No. ____-DB, ABC Company, Qualifications)

The entire submittal should be submitted as ONE (1) document. Please do not submit individual documents or sections separately.

The total page count of the submittal must not exceed 50 pages. All pages count toward the total number of pages regardless of content. Qualification submittals that exceed the page limit will be deemed non-responsive and will not be considered by the selection committee.

Proposers are reminded to include a completed “Contractor Affidavit” (Exhibit B) with the Statement of Qualifications. Failure to provide this affidavit will result in rejection of proposal.

8. FINALIST NOTIFICATION

Once the Selection Committee has completed the evaluation of the Statements of Qualifications, the finalist firms will be notified in writing. The shortlisted firms will also appear on the Board of Regents’ Office of Real Estate and Facilities website at https://www.usg.edu/facilities/external_partners/construction_professional_selections.

Step II- DB Selection, will be initiated by the invitation to the qualified finalists by the Selection Committee to submit Project Proposals and Fee Proposals as instructed in the Request for Proposals (RFP). Finalist interviews will also be conducted by the Owner. The successful DB will be determined from the evaluation of proposals received and interviews.

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

STEP II

REQUEST FOR PROPOSALS

(From Qualified Finalists ONLY)

Design Build Services for

Note: The information in this Section, Step II (Request for Proposals) is provided for firms who have been issued notification as having been deemed eligible and are shortlisted for the project.

To firms who have been issued notification as having been deemed eligible, the Board of Regents of the University System of Georgia (BOR), as “Owner” on behalf of Georgia Institute of Technology (“User”), issues this Request for Proposals (RFP), for those firms to offer proposals for design build services for the specific project.

1. CONTRACT INFORMATION

General The contract for Design Build services will be based on the AIA Standard Form of Agreement between Owner and Design-Builder with Owner modifications.

The Design/Builder (DB) is normally under contract to supply both design services and construction services, to complete the project and place the Owner in occupancy of the project in a “turnkey” fashion. Once either a Guaranteed Maximum Price (GMP) or a Lump Sum Price is agreed between the Owner and the DB, the DB is “at risk” for project price, project schedule, and completion of all construction as set forth in the Contract Documents. The DB holds all trade contracts and trade supplier contracts. The price and financial structure of this Agreement is the “cost-plus” method, with an absolute cap on the total price of the contract (the GMP), and certain other maximum price allowances. The sole basis for the “plus” under this Agreement is the Design/Builder’s Fee, which is the DB’s “gross profit”. The sole basis for “cost” throughout this Agreement is Actual Cost.

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

In addition to the GMP, there are total cost limitations imposed on Actual Costs for overhead, salary and labor costs, both as to type of cost and allowable amounts. Actual cost is the only allowable cost under this Agreement, unless and until a Lump Sum Price is agreed between the Owner and DB. The Owner can designate an Executive Administrator or a Program Manager to represent the Owner in administration of the Project.

Firms will be encouraged to review and become familiar with the terms and conditions of this contract. Any significant exceptions proposed by a firm could lead to a firm being deemed non-responsive.

Contingencies There are two contingency amounts under the GMP. The first is the “construction contingency,” which is largely under the control of the DB pursuant to the terms of this Agreement and has a minimal requirement for Owner approval “not unreasonably withheld.” The second is the “design contingency” pursuant to the terms of this Agreement, in which the Owner retains substantial control. Both contingencies are eliminated if the Owner and DB ultimately agree to a Lump Sum Price for the project.

Contract Scope during Phases of Project

The Design/Build (DB) services shall include a preconstruction design phase, and a construction phase. During the design phase, the DB will provide cost estimates and cost evaluation, value engineering recommendations, design analysis, constructability reviews and technical input on methods of construction, materials, details, and bidding formats and types of separate bidding packages. Not later than 80% complete design documents, DB shall issue a guaranteed maximum price (GMP) backed by a surety bond. Project shall be constructed within this GMP.

DB shall also develop and maintain a master project schedule. During the construction phase, which includes any previously awarded early bid packages, DB will be responsible for methods of construction, safety programs, general conditions, prequalification of potential subcontractors and bidding of all work, certification of work in place and monthly payment requests, coordination and scheduling of all work of all construction contracts and miscellaneous contracts required for the completion of the project within the predetermined budget and schedule. DB will assist Owner in management and administration of the project except that the Owner shall retain complete contractual control of all prime DB contracts, project funds, and disbursements.

The DB shall retain all normal architectural responsibilities for professional design, cost control, schedule and quality assurance including normal construction administration responsibilities.

The following is a listing of some of the representative services usually provided by the DB:

(a) Design and Pre-Construction Phase

(i) Develop a major task based bar schedule (Gantt chart).

(ii) Complete the design process and produce construction documents

(iii) Develop a provisional construction CPM schedule indicating methods and sequencing of construction.

(iv) Develop requirements for safety, quality assurance, and schedule adherence.

(v) Perform a “constructability” review of the construction documents.

(vi) Perform maintainability review of the construction documents.

(vii) Provide detailed construction cost estimates, to achieve GSFIC’s budget.

(viii) Provide analysis of different construction methods in each major trade group for potential quality, cost, and schedule enhancements.

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

(ix) Develop construction budget to be maintained throughout construction.

(x) Develop value-engineering options.

(b) Bidding and Award Phase

(i) Arrange bid packages.

(ii) Develop requirements to assure time, cost, and quality control during construction.

(iii) Provide a provisional construction schedule (CPM) for issuance with bid packages.

(iv) Identify bidders and generate bidder documents.

(v) Schedule and conduct pre-bid conferences.

(vi) Advertise and distribute bidding documents.

(vii) Monitor bidder activity.

(viii) Review and analyze bids.

(ix) Update schedule.

(c) Construction Phase

(i) Maintain on-site staff for construction management and architectural supervision.

(ii) Establish and maintain coordinating procedures.

(iii) Develop and maintain a detailed schedule (CPM) including delivery, approvals, inspection, testing, construction, and occupancy.

(iv) Conduct and record job meetings.

(v) Prepare and submit change order documentation for approval of the Owner.

(vi) Maintain a system for review and approval of shop drawings.

(vii) Maintain records and submit bi-weekly reports and formal monthly reports to

Architect and the Owner.

(viii) Maintain quality control and ensure conformity to plans.

(ix) Provide cost control through progress payment review and verifications according to the approved schedule and contract amounts.

(x) Develop as-built and record drawings.

(xi) Coordinate post-completion activities, including the assembly of guarantees, manuals, closeout documents, training, and BOR’s final acceptance.

(xii) Adhere to all security guidance provided in written format. Contact on-site security person to address situation(s) not covered by written security procedures.

(xiii) Coordinate w/on-site security for photographs to be taken at various stages of the construction.

(xiv) Communicate routinely w/security consultant to ensure each phase of construction is built to ICD 705 standards. Contact GT Research Security in the absence of not being able to contact the security consultant to address immediate questions. (not sure if we want to put contact information here or in another document).

(d) Warranty Phase

(i) Coordinate and monitor the resolution of remaining “punch-list” items.

(ii) Coordinate, monitor, and resolve all warranty complaints to the satisfaction of BOR during the one-year general warranty period.

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

2. BUILDING PROGRAM

See General Project Information in RFQ (Step I), Section 1 and Exhibit H.

3. SCHEDULE OF EVENTS (STEP II)

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 Atlanta. The Owner reserves the right to adjust the schedule as the Owner deems necessary.

4. PRE-PROPOSAL SITE VISIT

A pre-proposal site visit will be conducted by the Owner, and attendance of finalist firms is mandatory. The date for the conference and site visit will be as 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 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.

5. SELECTION PROCESS

Step II- DB Selection will be initiated by the invitation to the qualified finalists by the Selection Committee (determined in Step I from evaluation of Statements of Qualifications) to submit Project Proposals as instructed in this RFP. Finalist interviews will also be conducted by the Owner. The successful DB will be determined from the evaluation of proposals received and interviews.

Criteria for the evaluation of Project Proposals:

STEP II (RFP) Estimated Timeline

Event Projected

Date Projected

Time

a. Owner issues notice to finalist firms to propose as instructed in RFP No Later

Than 12/15/21

b. Owner conducts Mandatory Pre-Proposal Site Visit for finalists 12/22/21 TBD

c. Deadline for finalist submission of written questions and requests for clarification

1/03/22 2:00 PM

d. Deadline for posting responses to questions/requests for clarification 1/7/2022 ------

e. Deadline for submission of DB Project Management Proposals 1/14/22 4:00 PM

f. Deadline for submission of Fee Proposals (day before the interviews)

1/20/22 2:00 PM

g. Owner interviews finalist firms 1/21/22 TBD

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

15% Factor: 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. This information will be collected by the selection committee from project references provided in the Phase I (RFQ) submittal.

20% Factor: Relevant Experience and Qualifications of the Proposed Project Team.

Experience of the project manager and superintendent on completed projects of similar size, type, and complexity; Assigned team’s experience with effective budget and schedule control; availability of the proposed team for this project. Provide information regarding percentage of the primary team member’s time will be committed to this project.

15% Factor: Quality of Proposed Management Plan: The firm’s cost and schedule management plans; Firm’s approach for managing changes within the stated cost and schedule limitations; Firm’s approach for competitively administering and evaluating bid packages; The firm’s subcontractor management plan; The firm’s quality assurance program and plan; The firm’s close-out plan; The firm’s work force plan; The firm’s safety plan and site logistics plan for proposed project.

Criteria for the evaluation of Finalist Interviews:

25% Factor: Methodology Presented during Interview: The firm’s presentation of the proposed management Plan, and the committee’s overall Impression of the firm and the overall impression of key team members (project manager, superintendent, project director, cost estimator, project executive, etc.)

25% Factor: Team Communications/Project Solutions: The effectiveness in communication of the team members during the interview process, and the firm’s ability to effectively answer project questions and provide solutions during the interview.

Final Evaluation Upon completion of the evaluation of Project Proposals and interviews by the Selection Committee, proposers will be ranked in descending order of recommendation. A fee proposal will only be requested from the #1 ranked firm. Negotiations will then be initiated with the best-qualified firm to finalize the terms and conditions of the contract In the event a satisfactory fixed fee cannot be reached with the highest-scoring firm, the Owner will formally terminate the negotiations in writing and open and review only the Fee Proposal of the second highest-scoring ranking firm, and so on until a mutually agreed upon fixed fee is established. Once the successful DB and the agreed upon fixed fee have been determined, a DB services contract will be awarded by the Board of Regents (BOR). The actual Form of Contract will be developed by the Owner. Un-opened Fee Proposals will be returned to respective proposers after award.

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

6. INSTRUCTIONS FOR PREPARING PROJECT PROPOSALS

Interested firms shall submit (3) hard copies and one (1) electronic copy in .pdf format of the complete proposal package to the Project Manager. Submittals must be prepared in a manner that when printed would typically fit on standard (8 ½ x 11”) paper. Responses are limited to using a minimum of an 11-point font. Submittals that include qualifications of more than one firm shall not exceed the page limit. (Proposals should not exceed 40 pages) Emphasis should be on completeness, relevance, and clarity of content.

To expedite the review of submittals, it is essential that respondents follow the format and instructions outlined below. The content of all Project Proposals must be categorized and numbered as outlined in the following “PROJECT PROPOSAL DELIVERABLES”, and must address in a responsible and responsive manner all requested information:

PROJECT PROPOSAL

(DELIVERABLES “D”, and “E” FOR FINALIST FIRMS ONLY)

D. Qualifications and Experience of Proposed Project Team

D1- Describe your firm's proposed organization for the design-build. Please designate the specific individuals to fill the following key roles on your team:

a. Design Executive

b. Lead Design Professional

c. Project Executive

d. Project Director

e. Project Manager

f. Superintendent

g. Cost Estimator

h. Other (please describe, if applicable)

D2- Please provide, for each of the above personnel, current resumes listing relevant project experience and percentage of the person’s time to be committed to this project.

D3- Please identify the individual who, from project start to finish, will be the leader of your design-build team and the principal point of contact between your firm and the Owner 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 of a design-build firm.

D4- Provide an organizational chart showing the lines of responsibility and accountability for your team and proposed sub-consultants. If a joint-venture, identify responsibility relationships, where there may be past experience at such relationships, and levels of experience.

D5- Provide examples of your recent experience as a DB in constructing facilities similar to this project, including the following information:

Georgia Institute of Technology, Project: 0099-2021, GTRI #1838 B12 Core & Shell Interior Build-Out, DB RFQ/RFP

a. Provide photographs of similar projects your firm/team completed in the past five (5) years.

b. Provide a written reference from the Owner/User (with current contact information) familiar with your performance on each of the above projects.

Provide a Program Manager reference (if applicable).

c. List the individuals who served as the Project Executive/Director, Design Professional, Project Manager, Superintendent, and Cost Estimator on the projects. Please note whether these individuals are still employed with your firm.

d. Indicate those projects where an architect, engineering consultant, and contractor served a corporate or public client as a team.

e. Provide information about the two most recent similar projects your firm has completed. Include the total quantity of change orders and net total cost increase of change orders to the project. Summarize the actual schedule performance relative to the initial project schedule.