RFQu 25_752_001 CM at Risk Allgood ES.pdf

DeKalb County School District RFQu No. 25-752-001 CM at Risk Allgood Elementary School HVAC Systems Replacement and Renovations Project No. 201-36 August 22, 2024 Page 1 of 22

DeKalb County Board of Education Operations Division Sam A. Moss Service Center 1780 Montreal Road Tucker, GA 30084-6705

Request for Qualifications (RFQu) No. 25-752-001 for

Construction Management at Risk Allgood Elementary School

Project: Allgood Elementary School HVAC Replacement and Renovations

DCSD Project Nos.: 201-36

Owner: DeKalb County Board of Education (the “Board”)

Solicitation Timeline Summary

EVENT DATE(S) TIME LOCATION

Solicitation Opens August 22, 2024 http://dekalbschoolsga.ionwave.net

Mandatory Pre-Submittal Conference

September 5, 2024 10:00 AM Via Teams

Mandatory Site Visit September 6, 2024 9:00 AM Allgood Elementary School

659 Allgood Rd., Stone Mountain GA 30083

Final Questions Due September 11, 2024 2:00 PM dcsd-op-bidquestion@dekalbschoolsga.org

Final Addendum September 18,2024 2:00 PM http://dekalbschoolsga.ionwave.net

Statement of Qualifications Due Date & Time

September 26, 2024 2:00 PM http://dekalbschoolsga.ionwave.net

Public Acknowledgement September 30, 2024

Public Acknowledgement of RFQu will be posted to the DCSD website by close of business.

Selection Committee Evaluation

October 1-7, 2024

Shortlist Finalist Notified N/A

Interviews Conducted N/A

Anticipated Board Review and Approval

December 9, 2024

Anticipated Notice of Award December 16, 2024

Anticipated Notice to Proceed

January 1, 2025 http://dekalbschoolsga.ionwave.net/

August 22, 2024 Page 2 of 22

Request for Qualifications and Evaluation Procedures

Construction Management at Risk Services Negotiated Fee / Guaranteed Maximum Price

Qualifications will be received electronically on the DeKalb County School District website at https://dekalbschoolsga.ionwave.net for CONSTRUCTION MANAGEMENT AT RISK SERVICES FOR

ALLGOOD ELEMENTARY SCHOOL HVAC SYSTEMS REPLACEMENT and RENOVATIONS, until 2:00 p.m. EST, Thursday, September 26, 2024. Qualifications received after the specified time will not be considered. All potential respondents must register as a vendor at http://dekalbschoolsga.ionwave.net.

NOTE: A virtual mandatory pre-submittal conference will be held on Thursday, September 5, 2024, 10:00 a.m., EST, via TEAMS. Attendees must provide the following information by 5:00 p.m., EST on Wednesday, September 4, 2024:

1. Individual Name and Title

2. Company Name

3. Telephone Number

4. Email Address

This information must be sent to dcsd-op-solicitation@dekalbschoolsga.org. A meeting link will be sent to all registered attendees no later than 9:30 a.m., EST on Thursday, September 5, 2024.

This document shall serve to provide interested parties with specific information as to the Procedures for

Selection of Construction Management at Risk Services for the DeKalb County School District.

https://dekalbschoolsga.ionwave.net/ mailto:dcsd-op-solicitation@dekalbschoolsga.org

August 22, 2024 Page 3 of 22

Table of Contents

Section Description PAGE

Request for Qualifications:

1.0 Project Description

2.0 Scope of Services

3.0 Requirements of Construction Manager

4.0 Statement of Qualifications

5.0 Initial Screening Criteria

6.0 Interview and Presentation

7.0 Selection Process

8.0 Schedule

9.0 General Instructions

10.0 Terms and Conditions

RFQu Advertisement Exhibit A

Attachments (separate file from RFQu)

Attachment A Construction Manager Checklist and Certification Attachment B1 Corporate Certificate Attachment B2 Partnership Certificate Attachment B3 Entity Certificate Attachment D Offeror’s and Individuals’ Affidavit of Noncollusion Attachment E Conflict of Interest Disclosure Affidavit Attachment F Consent to Release Information Attachment J Immigration and Security Certification Attachment L No Submittal Response Attachment M1 Standard Form of Construction Management Contract Allgood ES

August 22, 2024 Page 4 of 22

REQUEST FOR CONSTRUCTION MANAGER QUALIFICATIONS

PROJECT NAME: Allgood Elementary School HVAC Systems Replacement and Renovations

PROJECT LOCATION: Allgood ES – 659 Allgood Rd, Stone Mountain GA 30083

RFQu NUMBER: 25-752-001

1.0 PROJECT DESCRIPTION

1.1 DeKalb County School District, Georgia is interested in entering into a contract with a qualified firm to perform Construction Management at Risk Services as outlined in the contract to be entered into, the form of said contract being attached hereto for HVAC System Replacement and Renovations listed below in the Scope of Services. The CM is responsible for the successful, timely, and economical completion of the construction Project.

1.2 The Contract(s) shall be subject to the limitations and restrictions of Georgia

Code.

1.3 DCSD has determined that the stipulated fee for the Pre-Construction Phase Services for this project will be a maximum fee of $100,000.00. This fee is all inclusive and incorporates all services provided during the pre-construction phase for this project.

2.0 SCOPE OF SERVICES

Allgood Elementary School HVAC System Replacement and Renovation

The project is known as Allgood Elementary HVAC System Replacement and Renovations. The anticipated scope of this project is the replacement of major building systems and major renovations at

Allgood ES located at 659 Allgood Rd, Stone Mountain, GA 30083.

A. Replacement of major building systems and site improvements including but not limited to:

• Replacement of HVAC system throughout the building

• Replacement of doors and door hardware throughout the building

• Electrical upgrades

• Replacement of ceilings

• Window Replacement

• Replace light fixtures with LED fixtures

• Security Vestibule

• Fire Sprinkler System

• Roof Replacement

• Replace Classroom Casework

• Remove Chalkboards

• Restroom Renovations

• Emergency Generator

• Replace Fire Alarm System

• Replace Intercom/Clock System

August 22, 2024 Page 5 of 22

• Mechanical and Electrical Room Renovations

• Replace Kitchen Equipment

• Replace Freezer/Cooler

• Improve Site Storm Drainage

• Improve Site Accessibility

• Miscellaneous flooring replacement and painting

B. Pre-Construction Phase Services shall include but are not limited to: attending any and all design and preconstruction conferences, assisting and cooperating with the Design Professional with respect to the design of the Project, reviewing and commenting on design documents, constructability review, advertising & conducting pre-bid conference, providing cost estimates & GMP development, preparing construction schedule and incorporating design schedule into a single project schedule, refining general requirements and general conditions, and documenting “as-is” conditions (including offsite utilities from which connections are to be made).

C. Construction Phase Services include, but are not limited to, furnishing, and paying for all management, supervision, financing, labor, materials, tools, fuel, supplies, utilities, equipment, and services of every kind and type necessary to diligently, timely and fully perform and complete the construction of the entire Project in a good and workmanlike manner in accordance with the Construction Documents.

D. Management of portable classroom installation on site for swing space to be included in CMaR scope and

GMP.

A Guaranteed Maximum Price for the Allgood Elementary School HVAC Systems Replacement and Renovations will be agreed upon and approved by the Board of Education and may include early release packages. The estimated construction budget for this project will be $20,000,000 and subject to change.

The Construction Management Firm is to provide all construction management services to deliver to the owner a safe, finished, and fully functioning middle school facility within the estimated construction budget.

Target Schedule:

Early Release Package Release for HVAC and

Electrical: Spring 2024

Final GMP Approval: Summer 2025

Construction: Fall 2025 – Fall 2027

3.0 REQUIREMENTS OF CONSTRUCTION MANAGER (CM)

3.1 Firms must meet the following requirements:

3.1.1 Requirements of the Request for Qualifications (RFQu).

3.1.2 It is preferable that the CM has experience providing construction management at risk for K-12 public school programs.

3.1.3 CM’s must be authorized to do business in the State of Georgia and must possess professional service registrations, and general construction licenses in accordance with applicable statutes, regulations, and rules.

3.1.4 CM's must be knowledgeable of the requirements of Georgia Code.

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3.1.5 CM's must be able to demonstrate financial strength appropriate to the scale of

Project to be managed.

3.1.6 Statements of Qualifications must be submitted to the School District on or before the time and date and at the place indicated in the RFQu.

3.1.7 Statements of Qualifications shall be submitted electronically in accordance with the requirements contained in the RFQu and should be limited to not more than 30 (8.5-inch x 11 inch) pages printed on one side, including covers and dividers, and excluding financial information. Oversize pages will be counted as two pages. Submissions in excess of 30 pages will not be disqualified; however, clarity, conciseness, and brevity of this document will be part of the evaluation criteria.

3.1.8 Statements of Qualification which have not been received by the DeKalb County School District on or before the scheduled receipt time as set forth in the RFQu will not be considered.

3.1.9 The selected Construction Manager will be required to meet the insurance requirements of DCSD.

3.1.10 A pre-negotiation meeting and negotiation meeting will be conducted on the date and at the place to be specified at a later date. If agreement is not reached on this date, DCSD will terminate negotiations and proceed to the next highest ranked firm. We will proceed with the number two ranked firm in the event that negotiations are being terminated with the number one ranked firm. At the school district's sole option, the negotiation cutoff date may be extended.

3.1.11 Costs of participating in the selection process, including presentations to the

Selection Committee, are solely those of the CM; DCSD will assume no responsibility for any costs.

3.1.12 DCSD reserves the right to waive informalities and to terminate the selection process.

4.0 STATEMENT OF QUALIFICATIONS

Required Information and Format

Electronic statements of qualifications shall be submitted to the website https://dekalbschoolsga.ionwave.net and include the following:

1) Letter of Introduction - To be included with Technical Proposal under “Response

Attachments”.

2) Table of Contents - To be included with Technical Proposal under “Response Attachments”.

3) Compliance - To be included with Technical Proposal under “Response Attachments”.

4) Successful Related Building Experience – To be included with Technical Proposal under “Response Attachments”.

https://dekalbschoolsga.ionwave.net/

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5) Proposed Project Staff and their Functions - To be included with Technical Proposal under “Response Attachments”.

6) Project Approach - To be included with Technical Proposal under “Response Attachments”.

6) Current Workload - To be included with Technical Proposal under “Response Attachments”.

4.1 Letter of introduction and interest signed by an officer or partner of the responding firm.

Letter shall include specific reason(s) why firm would be the best choice for the project listed. Letter shall include name of entity submitting, contact name, phone number, e-mail address, fax number and address of firm submitting.

4.2 Table of Contents

4.3 Compliance Information

This is a compliance section and carries no evaluation points. Firms must meet minimum criteria as specified to receive further consideration. Submittals shall include the following:

4.3.1 The CM must be properly certified by the Georgia Secretary of State to do business in Georgia at the time of submission.

4.3.1.1 State the legal name of the entity submitting and if CM submitting is a corporation, joint venture, or partnership. Note: It is understood that if selected for this project the stated entity name will be used in all legal contracting documents derived from this selection.

4.3.1.2 Provide a copy of certification for proper incorporation or registration from

Georgia Secretary of State. In the alternative, joint ventures and partnerships should provide a copy of their joint venture or partnership agreement and certification from the Georgia Secretary of State establishing that each joint venture partner or partner is authorized to do business in Georgia.

4.3.2 The CM must be properly registered, licensed, and certified at the time of submission:

4.3.2.1 Provide copy of current Georgia Professional Registration Certificate for general contractor.

4.3.2.2 If CM is a joint venture, provide copy of the joint venture agreement and either:

a. Copy of current Georgia Professional Registration Certificate of the joint venture; or

b. A copy of the current Georgia Professional Registration Certificate of one of the joint venture partners.

4.3.3 The CM must have been in continuous business for a minimum of five years. Note: If CM is a joint venture, at least one of the companies comprising the joint venture or partnership must have been in continuous business for a minimum of five years.

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4.3.3.1 State number of years in business. If the CM is a joint venture, state both the number of years that the joint venture has been in business, as well as the number of years that each joint venture partners has been in business.

4.3.3.2 State the location, address, and telephone number of CM’s offices. If the

CM is a joint venture or partnership, identify the location, address, and telephone number of the principal place of business of the joint venture or partnership designated with the Georgia Division of Corporations.

4.3.3.3 Submit the names of owners, officers, or principals in charge.

4.3.4 The CM must identify any existing or potential conflicts of interest and disclose any representation of parties or other relationships that might be considered a conflict of interest with regard to this selection. "Conflict" or "conflict of interest" means a situation in which regard for a private interest tends to lead to disregard of a public duty or interest.

4.3.4.1 If any conflicts of interest issues are identified, provide a detailed plan of action on how any existing or potential conflicts of interest will be mitigated in the case your firm is recommended for this project. DCSD at its sole discretion shall determine the adequacy of the plan and whether the conflict will disqualify the firm from consideration for the RFQu. If DCSD determines that the firm will be disqualified due to the conflict, the firm’s proposal will not be evaluated or considered by the Selection Committee

4.3.5 Financial Capabilities and Cost Control Measures (Y/N):

The CM must demonstrate they have the necessary financial resources to complete the project, their capabilities to control costs and their history of working proactively to avoid litigation with Owners.

4.3.5.1 Financial Statement: Include a copy of their most current audited financial statement. If the CM is a joint venture or partnership all firms comprising the submitting entity will be required to submit the previously requested documentation.

4.3.5.2 Bonding Capacity: Evidence of sufficient bonding capacity to bond $20,000,000.00. The CM must submit a letter from their insurer stating their current bonding capacity for a single job and their aggregate capacity. (The firm will be required to bond on the guaranteed maximum price for the Project).

4.3.6 Litigation/Insurance Claims/Convictions (Y/N)

4.3.6.1 Submit all litigation of any kind involving Construction Manager, its officers, or directors with a project owner where the total amount in controversy exceeds $100,000.00 within the last five years. If the CM is a joint venture or partnership submit litigation involving all firms comprising the submitting entity. State the court and location of the litigation.

4.3.6.2 Insurance Claims: State the number of claims, total worker’s compensation dollars incurred for those claims, and loss cost per man hour for the last five projects your firm has completed. This information should

August 22, 2024 Page 9 of 22 include all claims including, but limited to, the firm’s personnel, and sub-contractors and/or sub-consultants. In addition, firms shall include information about their safety programs.

4.3.6.3 Convictions: Include a statement as to whether or not the CM (and in the case of a joint venture, each of the partners in the joint venture) or any of its officers has been convicted or entered a guilty plea (or plea of nolo contendere) in any court within the two (2) years prior to the date of application of a violation of any State or Federal statue concerning competitive bidding or competitive proposals or the restraint of trade.

5.0 INITIAL SCREENING CRITERIA

5.1 Individual Review: Proposal Evaluation Committee (“PEC”) members shall use the Proposal Evaluation Form (Exhibit A) for the RFQu to document their review and evaluation of each Proposal in accordance with the criteria listed below, within their respective areas of experience and knowledge.

5.1.1 Successful Related Building Experience (30 points):

Past experience, including examples of renovations, refurbishment, repairs, and new construction projects completed by the firm.

Consideration will be given to the successful completion of previous projects comparable in design, scope, and complexity. This will include e valuating the firm’s performance and quality of work on previous projects.

5.1.1.1 List the projects which best illustrate the experience of the firm which utilized the current staff which is being assigned to this Project. (List no more than 10 projects and do not list projects which were not completed by your firm or completed more than ten years ago). Include the following for each project:

a. Name and location of the project.

b. The nature of the firm's responsibility on the project.

c. Project owner's representative name, address, telephone, and facsimile number.

d. Project user's representative name, address and telephone number.

e. Date project was completed. Provide comparison of original schedule completion to actual completion date.

f. Size of project (construction gross square feet).

g. Cost of project (construction cost). Provide comparison of original contract amount with final contract amount

h. Work for which firm's staff was responsible.

i. Firm's project manager and other key professionals involved on the project and who of that staff would be assigned to the Project covered by this RFQu.

5.1.2 Proposed Project Staff and their Functions (25 points):

The quality, experience and quantity of staff and their functions will be evaluated by the Committee.

August 22, 2024 Page 10 of 22

5.1.2.1 The firm shall name the actual staff to be assigned to this Project, describe their ability, and experience, and indicate the function of each within their organization and their proposed role on this Project. It is the intent that the proposed staff shall be assigned to this Project unless otherwise approved by Owner.

The staff shall be present at the time of interview.

5.1.2.2 Organization Chart: Develop an organization chart as it relates to the Project indicating key personnel and their relationship.

5.1.2.3 Give brief resumes of key persons to be assigned to the

Project including, but not limited to, the following:

a. Name and title.

b. How many years with this firm? For sub-consultants, list prior projects your firm has worked with sub-consultant.

c. How many years with other firms?

d. Experience including types of projects, size of projects (dollar value and square footage of project), and specific project involvement.

e. Education.

f. Active registrations (if any).

g. If submitting as a joint venture or partnership, include the assigned staff for the joint venture or partnership and indicate which of the joint ventures or partners employs the staff member.

5.1.3 Project Approach (20 points):

5.1.3.1 The firm shall provide information regarding its knowledge of working on active school campuses, local codes and ordinances, local subcontractors, and suppliers as an indication of its ability to deliver quality workmanship in an effective and timely manner.

5.1.3.2 The firm shall demonstrate verbally and graphically its plan for performing the Project, documenting the services to be provided and showing the interrelationships of all parties, including the District’s consultants, departments (IT, FF&E, Transportation, Nutrition, etc.) local authorities, architects, and Program Manager, to name a few. As part of its services, the firm shall indicate knowledge and experience in the evaluation of building systems, construction techniques, and the recommendation of materials to create the optimum value in meeting the design and budget requirements.

5.1.3.3 Schedule: The anticipated construction Notice to Proceed is January 2024 with a Substantial Completion of Date of June 2026.

Use the dates shown and develop a Preliminary Schedule that you plan on using to construct this project.

5.1.3.4 QA/QC: Describe your experience and technical expertise your firm will employ with regard to safety, cost and quality assurance and quality control.

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5.1.4 Current Workload (10 points):

As part of the evaluation criteria, the Committee will review the firms and their sub-consultants’ current workload. If the submitting firm is a joint venture, the Committee will review the current workload of each of the firms comprising the submitting entity. A maximum of ten points will be awarded based on an evaluation of the firm’s total workload and capacity to perform the work.

5.1.4.1 Firms and their sub-consultant(s) shall provide a list of outstanding projects, client names, status of completion, anticipated completion date, and dollars committed on open project workload. Furthermore, if the submitting firm is a joint venture, they shall also include projects for each firm comprising the joint venture.

Definition of sub-consultant as it relates to this selection process: An individual and/or firm contracted or to be contracted by the submitting entity to provide services related to or part of those which this will be required as part of this selection process.

5.1.5 Equitable Distribution (Maximum 15 points):

In an effort to consider the equitable distribution of work, the Selection Process Facilitator shall evaluate data showing dollar amounts of contracts and projects awarded by DCSD to the submitting firm(s). The dollar amount of projects awarded will reflect the estimated construction value listed on the RFQu awarded to each firm. The projects taken into account in the calculation will be those awarded by DCSD within two years from this RFQu bid opening. For those projects already under contract, the awarded amount will be replaced by the GMP and/or Bid amount(s) contracted, not including change orders. For projects recommended but not yet awarded, the contract value will reflect the estimated fee based on the budget listed within the RFQu for which the firm was selected. In the case of submittals received by joint ventures, the projects awarded to each of the firms comprising the joint venture will be included in the calculation of the projects awarded by DCSD. Furthermore, this calculation will include all projects awarded to the submitting firm, either as a joint venture or as a separate entity, whereby the submitting firm(s) was one of the entities included in the award and/or contract.

5.1.5.1 The chart below will be used to award a maximum of 15 points based on dollar amount of projects currently under contract, as well as those awarded by DCSD, but not yet under contract and those recommended but not yet awarded. This single score will be allocated to each firm by the Selection Process Facilitator and added to the cumulative score the committee members.

Contract Value Awarded/ Recommended by DCSD Point Value

0 to $5,000,000 15 points

$5,000,001 to $10,000,000 13 points

$10,000,001 to $20,000,000 11 points

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5.2 Group Review. The PEC members shall meet and discuss the Proposals. The goal of this review is to allow each PEC member the opportunity to fully discuss the Proposals and to identify any information in the proposals deemed by the PEC member to be significant to the evaluation. At the conclusion of this meeting, each PEC member shall render his or her final scores for each proposal and submit his or her Proposal Evaluation Form to the Selection Process Facilitator.

5.2.1 The Selection Process Facilitator shall combine the evaluation scores submitted by all PEC members and shall determine the five (5) highest scoring firms (unless otherwise determined) based on the total evaluation scores received. In the event of a tied score for fifth place, all such tied firms shall be included in the short list.

5.2.2 Short List Recommendation. The Selection Process Facilitator shall forward the PEC’s short list recommendation to the Chief Operations Officer (“the COO”). The COO, in his or her sole discretion, can either accept the short list recommendation or reject the short list recommendation. If the COO accepts the recommendation, the selection process proceeds as noted below. If the COO rejects the short list recommendation, he or she, in his or her sole discretion, can proceed in any of the following methods: directing the Selection Process Facilitator to recommence the selection process at whatever stage the COO deems appropriate (including the Individual Review stage or the Group Review stage); pursuing the project by any other alternative method permitted under Georgia law; or abandoning the project all together. If the COO elects to pursue the project by an alternative method or abandon the project, DCSD shall provide public notice of this decision.

5.2.3 Notice of Short List. Once the PEC’s short list recommendation has been accepted by the COO, the Selection Process Facilitator will notify all submitting firms of whether or not they appear on the short list and shall provide public notice of the short-listed firms.

5.2.4 The short-listed firms shall then be invited for interviews before the PEC, which will be scheduled within three (3) business days of notification.

6.0 INTERVIEW AND PRESENTATION

6.1 At the time of its scheduled interview, each short-listed firm shall provide additional information about its firm and operations as may be required by DCSD.

This additional information shall include, but is not limited to, the following:

$20,000,001 to $30,000,000 9 points

$30,000,001 to $50,000,000 7 points

Greater than $50,000,000 0 points

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6.1.1. References (10 points):

The CM must demonstrate a positive relationship with prior clients on similar projects.

6.1.1.1 The CM shall submit written recommendations from previous owners and discuss their strategy to provide a positive working relationship with DCSD. This strategy must include actual examples of how the CM has demonstrated their cooperation with other Owners. DCSD reserves the option of contacting any of the references provided to confirm information provided.

6.1.1.2 DCSD staff will provide input on a firm’s past work

performance, this information includes but is not limited to the number of warranty requests and responsiveness, contract and process compliance, and information from the DCSD contractor evaluation process if available.

6.1.2 Overall Approach, Methodology and Knowledge of the Site (35 points):

6.1.2.1 The firm shall provide information regarding its knowledge of working on active school campuses, local codes and ordinances, local subcontractors, and suppliers as an indication of its ability to deliver quality workmanship in an effective and timely manner.

6.1.2.2 The firm shall demonstrate verbally and graphically its plan for performing the Project, documenting the services to be provided and showing the interrelationship of all parties. As part of its services, the firm shall indicate knowledge and experience in the evaluation of building systems, construction techniques and the recommendation of materials to create an optimum value in meeting the design and budget requirements.

Note: The services to be provided on the Project will include, but they are not limited to, the Pre-construction, Construction, and Post Construction Phases.

6.1.3 Project Team (15 points):

The firm shall express the general and specific project related experience and capability of in-house staff and subconsultants and their functions as it relates to this project.

6.1.3.1 Organization Chart: Develop an organization chart as it relates to the Project indicating key personnel and their relationship. It shall be understood that it is the intent of the District to insist that those key personnel indicated as the project team in this RFQU response actually executes the Project.

6.1.3.2 If a joint venture, or prime subcontractor arrangement of two (or more) firms, indicate how the work shall be distributed between the associated firms. Describe how the organizational structure

August 22, 2024 Page 14 of 22 will ensure orderly communications, distribution of information, effective coordination of activities and accountability.

6.1.4 Cost Control (20 points):

6.1.4.1 Describe how you develop cost estimates, and how they are updated, providing specific examples of successful recommendations implemented and cost containment strategies utilized to maintain project budgets without sacrificing quality.

Describe your preconstruction bidding process and explain the benefits to the Owner.

6.1.4.2 The firm shall provide a comparison of any representative current projects demonstrating their ability to hold to original budgets.

6.1.4.3 Provide a list of onsite staff that you propose for this project and the number of hours that each staff member will work on the project during the construction phase.

6.1.5 Project Scheduling (20 points):

6.1.5.1 As part of the project approach, the firm shall propose a process for scheduling multiple projects and effectively managing and executing the work in the optimum time.

Provide a sample schedule and describe any major milestones for achieving the schedule and any other recommendations that may directly impact the schedule.

6.1.5.2 The firm shall describe any representative current projects and the projected versus the actual schedule for each.

6.2 Interview

6.2.1 The short-listed firms shall be invited for interviews before the PEC. At the time of its scheduled interview, each short-listed firm shall provide additional information about its firm and operations as may be required by DCSD. This additional information shall be identified in the RFQu.

6.2.2 The PEC shall schedule a separate interview for each short-listed firm.

As part of its interview, and at the Selection Process Facilitator’s discretion, each firm shall make a short oral presentation.

6.2.3 After the PEC has interviewed all the short-listed firms, the PEC shall reconvene for the PEC members to discuss the interviews and review each presentation. At the end of this discussion, PEC members shall use the Presentation Evaluation Forms to record their evaluation of each short-listed firm, and then submit the Presentation Evaluation Forms to the Selection Process Facilitator.

6.2.4 The Selection Process Facilitator shall combine the evaluation scores submitted by all PEC members and determine the PEC’s ranking of the

August 22, 2024 Page 15 of 22 short-listed firms based upon the total scores assigned to each firm for the presentation stage. If the ranking results in a tied score for the number one or number two ranked firms, additional information shall be requested from the tied firms and presented to the committee. The committee will score the firms based on the responses to the additional information.

6.3 Submittal of recommended highest ranked firm. The Selection Process Facilitator shall submit the highest ranked firm recommended by the PEC to the COO for approval. The COO, in his or her sole discretion, shall either accept the results of the PEC’s ranking recommendation and forward it to the Board of Education for approval or reject the results of the ranking recommendation. If the COO accepts the ranking recommendation, the approval and negotiation process continue as noted below. If the COO rejects the results of the ranking recommendation, he or she, in his or her sole discretion, shall proceed with any of the following methods: directing the PEC Selection Process Facilitator to recommence the selection and ranking process at whatever stage the COO deems appropriate (including the Individual Review stage, the Group Review stage, or the Interview process); pursuing the project by any other alternative method permitted under Georgia law; or abandoning the project all together. If the COO elects to pursue the project through an alternative method or abandon the project all together, DCSD shall provide public notice of that decision.

. Upon the COO’s approval of the PEC’s recommendation, an agenda item shall be prepared and put on the next available agenda for the Board of Education review and approval.

7.0 SELECTION PROCESS:

7.1 The Proposal Evaluation Committee (“PEC”) shall be established by the COO.

The COO, or his designee, shall approve the members of the PEC, to include the following:

7.1.1 At least three (3) DCSD staff persons with expertise in facilities design, construction, operation, and/or maintenance, property, surveying and environmental, as recommended by the Chief Operations Officer from their respective divisions, for the purpose of evaluating and scoring only those elements of the responses that relate to facilities design, construction, operation, and maintenance proposals, and on an as needed basis, those that include property, surveying and environmental.

7.1.2 At least one (1) member of the SPLOST CIP staff with expertise in facilities design, construction, operation, and/or maintenance, property, surveying and environmental, as recommended by the Chief Operations Officer, for the purpose of evaluating and scoring only those elements of the responses that relate to facilities design, construction, operation, and maintenance proposals.

7.1.3 Such other staff person(s) as deemed appropriate by the COO, or his designee, in order to ensure that the PEC includes persons with experience and knowledge in the contractual services being sought, for

August 22, 2024 Page 16 of 22 the purpose of evaluating and scoring only those elements of the responses that relate to the person(s)’ area of experience and knowledge.

7.1.4 Membership of the PEC may include representation from other public or private entities or others deemed appropriate as recommended by the Chief Operations Officer. The recommendation may be based on project complexity, project cost and staff capacity.

7.2 All voting members of the PEC are required to comply with the provisions of Board

Policy DJE and the provisions of the Code of Ethics for Public Officers and Employees.

No member shall solicit or knowingly accept any gift, gratuity, loan, special discount, entertainment, transportation, lodging, meals, favor or promise of future employment, based upon any understanding that the vote, official action, or judgment of the member would be influenced thereby. The Chief Operations Officer, or his designee, shall select a Procurement representative who shall serve as the Selection Process Facilitator to monitor the selection process, ensure compliance with all applicable procedural requirements, limiting discussion which facilitates the procurement process, the facts of the procurement and documentation on file, and will maintain objectivity at all times.

7.3 The Selection Process Facilitator shall be responsible for ensuring that each member is provided information on the project, directs discussion as necessary and determines when the committee may need to vote on any compliance related issues.

7.4 The final rankings as approved by the Board of Education will rank all proposers from highest to lowest scores based on the selection criteria described in the RFQu.

8.0 SCHEDULE

8.1 Pre-submittal conference attendance (mandatory).

A virtual mandatory pre-submittal conference will be held on Thursday, September 5, 2024, 10:00 a.m., EST, via TEAMS. Attendees must provide the following information by 5:00 p.m., EST on Wednesday, September 4, 2024:

1. Individual Name and Title

2. Company Name

3. Telephone Number

4. Email Address

This information must be sent to dcsd-op-solicitation@dekalbschoolsga.org. A meeting link will be sent to all registered attendees no later than 9:30 a.m., EST on Thursday, September

5, 2024. The RFQu will be reviewed, and questions will be addressed.

8.2 Site visit attendance (mandatory).

A mandatory project site visit is scheduled for Friday, September 6, 2024. Details will be provided during the pre-submittal conference.

August 22, 2024 Page 17 of 22

8.3 Statements of Qualifications will be received electronically on the DeKalb County School District website at https://dekalbschoolsga.ionwave.net for CONSTRUCTION

MANAGEMENT AT RISK SERVICES FOR ALLGOOD ELEMENTARY SCHOOL AND

HVAC SYSTEMS REPLACEMENT and RENOVATIONS, until 2:00 p.m. EST, Thursday, September 26, 2024. Qualifications received after the specified time will not be considered. All potential respondents must register as a vendor at http://dekalbschoolsga.ionwave.net. Based on evaluations of Statements of Qualifications, a maximum of five firms may be interviewed, at times and location to be determined at a later time. The order of presentation will be determined at DCSD’s sole discretion, and the firms so notified.

8.4 The dates and times identified in this RFQu are subject to change. All changes will be posted to the DeKalb County School District solicitation website via addendum as it becomes available for all phases of this project.

9.0 GENERAL INSTRUCTIONS

9.1 Submit electronically in accordance with the requirements contained in the Request for Qualifications (RFQu).

9.2 The response shall contain manual signature of an authorized representative of the responding firm.

9.3 Submittals received after the specified date and time will not be considered.

9.4 Firms responding to the RFQu shall be available for presentations and interviews to the DCSD PEC Selection Committee.

9.5 The contents of the proposal of a successful firm may become part of its contractual obligations.

9.6 Excluding items 5.1.5 and 5.2, Proposals shall respond to each item noted in sections

4.0 and 5.0 in the order noted. Identify responses with the same paragraph notation as contained in this RFQu.

9.7 Proposals shall be typed. All corrections made by the proposer prior to the opening shall be initialed and dated by the proposer. No changes or corrections will be allowed after proposals have been opened.

9.8 Questions: Any questions concerning the RFQu should be submitted electronically via email to the Procurement Manager at dcsd-op-bidquestion@dekalbschoolsga.org.

Questions submitted to any other email address will not be considered. The deadline for receipt of vendor questions is Wednesday, September 11, 2024, at 2:00 p.m. EST. Questions received after the deadline time will not be considered.

Questions received by the deadline time will be answered in writing and posted to the DCSD solicitation website http://dekalbschoolsga.ionwave.net no later than Wednesday, September 18, 2024, by 2:00 p.m. EST. No response other than written by the Procurement Manager, will be binding upon DCSD. All supplemental instructions will be in the form of written Addenda to the RFQu.

9.9 Selection committee members, school board members and school board personnel are not to be contacted prior to the Board of Education’s decision to approve or reject the final recommendation presented to it by the Chief Operations Officer. At the discretion of DCSD, failure to comply with this requirement will be grounds for disqualification.

9.10 Specifically, this NO-CONTACT PERIOD shall commence on the initial date of the http://dekalbschoolsga.ionwave.net/ mailto:dcsd-op-bidquestion@dekalbschoolsga.org

August 22, 2024 Page 18 of 22 advertisement for Request for Qualifications and continue through and include the date the DeKalb County Board of Education makes its determination to approve or reject the final recommendations.

9.11 The assigned contact persons for this RFQu are Weyman Christopher, Senior Procurement Manager and Tijauna Naylor-Smith, Procurement Manager. Mr.

Christopher can be reached at (678) 676-0217 or by email at dcsd-op-bidquestion@dekalbschoolsga.org. Dr. Naylor-Smith can be reached at (678) 676- 1313 or by email at tijauna_naylor_smith@dekalbschoolsga.org. Prospective Respondents must limit their contact regarding this RFQu to the assigned contact persons.

9.12 Failure to meet any of these requirements may disqualify your firm from consideration.

10.0 TERMS AND CONDITIONS:

10.1. DCSD reserves the right to accept or reject any or all proposals in the best interest of DCSD. DeKalb County School District reserves the right to waive any formalities in the selection process.

10.2 It is mutually understood and agreed that the nature, amount, and frequency of the Services shall be determined solely by Owner and that Owner does not represent or guarantee unto firm that any specific amount of services will be requested or required of firm pursuant to this RFQu.

10.3 Proposals which do not comply with these instructions or that do not include the requested data may not be considered.

10.4 The successful firm shall not discriminate against any person in accordance with Federal, State or Local law.

10.5 It is the sole responsibility of the submitting firm to ensure proposals are received at the proper place on or before the time and date required, and in the format stated.

10.6 By responding to this RFQu, the offeror certifies that the proposing company and/or its principals have not been suspended, excluded, disqualified, debarred, proposed for debarment, declared ineligible or voluntarily excluded from participation in any transaction by any Federal or State department or agency and that the bidder complies with all applicable orders, rules and regulations related thereto. Further, by responding to this RFQu, the offeror certifies that all lower tier participating individuals and/or company(s) and all respective principals of lower tier participants have not been suspended, excluded, disqualified, debarred, proposed for debarment, declared ineligible or voluntarily excluded from participation in any transaction by any Federal or State department or agency and that the bidder complies with all applicable orders, rules and regulations related thereto.

10.7 DeKalb County School District, Georgia, does not discriminate in admission or access to, or treatment or employment in its programs and activities, on the basis of race, color, religion, age, sex, national origin, marital status, disability, genetic information, sexual orientation, gender identity or expression, or any other reason prohibited by law.

August 22, 2024 Page 19 of 22

10.8 Any person who is adversely affected by a decision of the DeKalb County School District concerning this procurement, shall adhere to the following Protest Procedures:

10.8.1 Protests. A bidder may file a written protest challenging DCSD’s compliance with applicable procurement procedures subject to the bidder’s compliance with the provisions outlined below. Any such written protest will be resolved in accordance with these provisions.

10.8.2 Types of Challenges. Any bidder interested in and capable of responding to a competitive solicitation may file a protest with respect to the competitive solicitation process including, but not limited to, a challenge to specifications or any events or facts arising during the solicitation process.

Any bidder submitting a timely bid/proposal in response to a competitive solicitation may file a protest with respect to DCSD’s intended or actual contract award including, but not limited to, events or facts arising during the evaluation and/or negotiation process.

10.8.3 Form of Protest. At a minimum, the written protest must include the following:

a. the name and address of the protestor;

b. appropriate identification of the solicitation;

c. a statement of reasons for the protest;

d. supporting exhibits, evidence, or documents to substantiate any claims unless not available within the filing time (in which case the offeror must proceed to file the protest during the filing period identified below but state the expected availability of the material); and

e. the desired remedy.

DCSD, at its discretion, may deem issues not raised in the initial protest as waived with prejudice by the protesting offeror.

10.8.4 Filing Protests. A protest is considered to be properly filed when it is in writing, signed by a company officer authorized to sign contracts on behalf of the offeror, and is received by the Design and Construction Department.

The protest may be sent by any of the following means:

MAIL: Attention: Mr. Erick Hofstetter Chief Operating Officer

DeKalb County School District Sam A. Moss Service Center 1780 Montreal Road Tucker, Georgia 30084

EMAIL: dcsd-op-solicitation@dekalbschoolsga.org

10.8.5 Type of Protests. A challenge to the competitive solicitation process must be filed within two (2) business days prior to the closing date and time of the solicitation as identified on the RFQu.

A challenge to an intended or actual contract award must be filed within ten (10) calendar days of the date the Notice of Intent to Award (NOIA) is

August 22, 2024 Page 20 of 22 posted by DCSD. In the event DCSD does not post a NOIA, the protest must be filed within ten (10 calendar days of the date the Notice of Award (NOA) is posted.

If a protest is not filed by the applicable deadline, such failure shall be deemed as a waiver with prejudice of any grounds the bidder may have for protest.

10.8.6 Stay of Procurement During Protest Review. When a protest challenging the competitive solicitation process has been timely filed at least two (2) business days prior to the closing date and time, the solicitation shall not close until a final decision resolving the protest has been issued, unless the Design and Construction Department makes a written determination that the closing of the solicitation without delay is necessary to protect the interests of DCSD.

When a protest challenging an intended contract award has been timely filed, DCSD shall not proceed to actual contract award unless the Design and Construction Department makes a written determination that the issuance of a contract or performance of the contract without delay is necessary to protect the interests of DCSD. If it is determined that it is necessary to proceed with contract performance without delay, the bidder/offeror with this contingent contract may proceed with performance and receive payment for work performed in strict accordance with the terms of the contract. The provisions of this paragraph are not applicable to a protest pertaining to events or facts arising during the solicitation process.

10.8.7 Protest Resolution. The Design and Construction Department shall review and issue a written decision on the protest within seven (7) business days. This decision shall be deemed final. Available remedies for sustained protests are as follows:

10.8.7.1 If a protest is sustained prior to the closing date and time of the solicitation, available remedies may include, but are not limited to, the following: modification of the solicitation document including, but not limited to, specifications and terms and conditions;

extension of the solicitation closing date and time (as appropriate);

and cancellation of the solicitation.

10.8.7.2 If a protest of the intended/actual contract award is sustained, available remedies may include but are not limited to, the following: revision or cancellation of the NOIA/NOA, re-evaluation and re-award, or re-solicitation with appropriate changes to the new solicitation.

10.8.8 Costs. In no event shall a bidder be entitled to recover any costs incurred in connection with the solicitation or protest process, including, but not limited to, the costs of preparing a bid/proposal, the costs of participating in the protest process, or any attorney fees.

10.9 By making a submission, it is understood and agreed that the submitting entity consents to DCSD contacting any parties referenced in the entities response

August 22, 2024 Page 21 of 22 including, but not limited to, all project owners and references herein.

10.10 Submitters acknowledge and agree that the contracting entity will be the CM name identified in the response to 4.3.1.1

10.11 Attachment M is the most current version of DCSD’ standard contract form for

Construction Management Services. By submitting a response to this RFQu, submitters acknowledge and agree that they have reviewed this standard form and have no objection to it. Further, if selected by DCSD, Submitters acknowledge and agree that they will execute this standard form contract, subject to DCSD right to make revisions and modifications thereto prior to execution, where DCSD has determined, in its sole discretion that such revisions or modifications are in DCSD best interest.

August 22, 2024 Page 22 of 22

NOTICE

CONSTRUCTION MANAGEMENT AT RISK

FOR ALLGOOD ELEMENTARY SCHOOL HVAC SYSTEMS REPLACEMENT

AND RENOVATIONS PROJECT

DeKalb County School District announces that Construction Management at Risk Services are required for the project listed below.

PROJECT AND NUMBER: Construction Management at Risk Services for

Allgood Elementary School HVAC Systems Replacement and Renovations Project RFQu No. 25-752-001

SERVICES TO BE PROVIDED: Construction Management at Risk Services for Allgood Elementary School HVAC Systems Replacement and Renovations Project

PRE-SUBMITTAL MEETING: A virtual…