ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 1

State of Oregon Invitation to Bid

OYA MYCF Valley Cottages Alterations and Renovations

BID # S-DASOBO-00016991

Oregon Department of Administrative Services State Procurement Services

On behalf of

Oregon Youth Authority

This Invitation to Bid (“ITB”) is advertised as a “Bid Solicitation” in the OregonBuys web-based eProcurement system. Bids must be submitted through the OregonBuys system. See ITB Section C.1 – OREGONBUYS / ITB DOCUMENT AVAILABILITY for information regarding supplier registration and terminology used in the OregonBuys platform.

This document must be viewed electronically to access files, forms, provisions and any other documents provided via hyperlinks within this ITB. Prospective Bidders that do not have compatible software or are otherwise unable to open any of the attached forms, Addenda, or other documents listed in the OregonBuys system may contact the Purchaser/Single Point of Contact (“SPC”) (see Section A.2) for alternative formats and any reasonable accommodations that might be needed.

This ITB and any resulting Contract are subject to the State Buy America requirements, pursuant to ORS 279C.303 and OAR 125-249-0170 (See ITB Section C.2.5).

https://oregonbuys.gov/bso/

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 2

TABLE OF CONTENTS

SECTION A PROJECT AND SOLICITATION SUMMARY

SECTION B DEFINITIONS

SECTION C INSTRUCTIONS TO BIDDERS

SECTION D AWARD

ATTACHMENT A BID PACKAGE FORMS

• FORM A-1: BIDDER INFORMATION AND CERTIFICATIONS FORM

• FORM A-2: PRICING FORM

• FORM A-3: BID SECURITY FORM

• FORM A-4: FIRST-TIER SUBCONTRACTOR FORM

ATTACHMENT B TECHNICAL SPECIFICATIONS:

• OYA MYCF Valley Cottage Alterations Specifications prepared by Beaman Architecture, Ltd. dated December 2024 – 498 pages

• OYA MYCF Valley Cottage Renovations Specifications prepared by Beaman Architecture, Ltd. dated December 2024 – 897 pages

• Pre-Renovation Hazardous Materials Survey Report, MYCF Valley Cottage Renovation Dunbar/Granite dated November 2018 - 47 pages

• Pre-Renovation Hazardous Materials Survey Report, MYCF Valley Cottage Renovation McBride/Jasper dated November 2018 – 41 pages

Attachment B is found as four (4) separate uploads on OregonBuys.

ATTACHMENT C PLANS AND DRAWINGS:

• Valley Cottage Renovations Revised Bid Pack 4 – Architectural (A-Series) Renovations prepared by Beaman Architecture, Ltd. and dated December 2024 – 46 sheets

• Valley Cottage Renovations Hazardous Material Abatement Plan (HM-Series) prepared by Beaman Architecture, Ltd. and dated March 2019 – 4 sheets

• Valley Cottage Renovations Revised Bid Pack 4 – Structural (S-Series) Renovations prepared by Beaman Architecture, Ltd. and dated April 2024 – 7 sheets

• Valley Cottage Renovations Mechanical, Electrical, Plumbing, Fire Protection, Fire Alarm, Systems, Lighting, and Telecom (M, E, P, FP, FA, SY, EL, and T-Series) - Bid Pack 4 prepared by Beaman Architecture, Ltd. and dated April 2024 – 40 sheets

• Oregon Youth Authority Regional Facilities West Cottages (Low Voltage Renovations

– ES-Series) Bid Pack 4, Revision 0 Issued for Bid April 2024 and prepared by Jacobs – 16 sheets

• Valley Cottage Alterations Revised Bid Pack 4 prepared by Beaman Architecture, Ltd. and dated December 2024 – 56 sheets

Attachment C is found as six (6) separate pdf uploads on OregonBuys.

ATTACHMENT D SAMPLE PUBLIC IMPROVEMENT CONTRACT, FORMS AND EXHIBITS

• ATTACHMENT D-1: SAMPLE PUBLIC IMPROVEMENT CONTRACT FORM

• ATTACHMENT D-2: PERFORMANCE BOND FORM

• ATTACHMENT D-3: PAYMENT BOND FORM

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 3

• ATTACHMENT D-4: GENERAL CONDITIONS, SUPPLEMENTAL GENERAL

CONDITIONS, AND CONTRACT CLOSEOUT

COMPLIANCE CHECKLIST

• ATTACHMENT D-5: INSURANCE REQUIREMENTS

ATTACHMENT E ADDITIONAL PROJECT REQUIREMENTS- APPRENTICESHIP

REQUIREMENTS

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 4

SECTION A – PROJECT AND SOLICITATION SUMMARY

A.1 PROJECT DESCRIPTION

The purpose of this ITB is to establish a contract for the OYA MYCF Valley Cottages Alterations and Renovations (the “Project”) for the benefit of the Oregon Youth Authority (the “Contract”). The work to be performed under this Contract includes all labor, materials, transportation, equipment, permits, and services for and incidental to the completion of all construction Work in connection with the Project in strict accordance with the Contract Documents, including, but not limited to Attachment B— Technical Specifications and Attachment C—Plans and Drawings (the “Work”).

The Work, includes, but is not limited to:

Phase 1:

Base Bid - full renovation of Jasper Cottage living unit for Positive Human Development (“PHD”) and security enhancements to be performed consecutively.

Alternate 1 – full renovation of Granite Cottage living unit for PHD and security enhancements to be performed consecutively.

Phase 2:

Alternate 2 – Boulder Cottage Alternate 3 – Crater Cottage Alternate 4 – Dunes Cottage Alternate 5 – Fossil Cottage Alternate 6 – Haystack Cottage

Work under Phase 2 shall include modifications to five (5) cottages to add additional PHD elements, security and living unit material upgrades to extend life expectancy and reduce maintenance costs;

add dual dorm/night toilet and outdoor recreation cage materials at three (3) cottages (Boulder, Crater and Dunes) along with other interior material upgrades to all five (5) cottages as described in more detail in Attachment B – Technical Specifications.

An asbestos abatement license under Oregon Revised Statute (“ORS”) 468A.720 is required of the Contractor or its subcontractors.

A.2 SINGLE POINT OF CONTACT (“SPC” or “Purchaser/SPC”)

Any questions or issues that may arise regarding the ITB and its attachments, bidding process, change, clarification, award process, protests, and any other issues must be directed to the SPC identified below:

Yulia Niece yulia.niece@das.oregon.gov 1225 Ferry Street SE Salem, OR 97301 971-719-3087

Note: OregonBuys refers to SPC as “Purchaser”.

mailto:Jordan.r.sim@das.oregon.gov

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 5

A.3 SOLICITATION SCHEDULE

All dates listed are subject to change. All times listed in this ITB and OregonBuys are Pacific Standard Time (“PST”).

ACTIVITY SCHEDULE/DEADLINE

Mandatory Pre-Bid Conference See ITB Section A.10.

Deadline for solicitation protests, requests for change, requests for clarification, requests for approval of equivalents, and questions

July 13, 2026, at 2:00 PM

Deadline for Bid Submittal (“Closing”) July 22, 2026, at 2:00 PM

Public Opening

Immediately after Bid Opening Date and time. (See “Public Opening” below for details on attending Public Opening)

Deadline for Award Protest 7 calendar days after issuance of the Notice of Intent to Award. See ITB Section D.4

A.4 PROJECT SITE

MacLaren Youth Correctional Facility 2630 N Pacific Highway Woodburn, OR 97071

Aerosolizing, smoking or vaporizing when on the site is prohibited (see ORS 433.845).

A.5 SITE ACCESS

Site access will not be provided.

A.6 PROJECT COST ESTIMATE AND FUNDING

The following range is a Project estimate for bonding purposes: $8,000,000 - $9,000,000.

This Project is anticipated to be funded with State funds, as detailed below. Award is dependent upon Agency’s receipt of sufficient Project funding.

A.7 KEY PROJECT DATES

PROJECT START DATE: Within seven (7) days of issuance of Notice to Proceed

SUBSTANTIAL COMPLETION: Phase 1:

Jasper Cottage – 190 days from Notice to Proceed Granite Cottage – 380 days from Notice to Proceed

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 6

Phase 2:

Boulder, Crater, Dunes, Haystack and Fossil Cottages – 680 days from Notice to Proceed.

FINAL COMPLETION: 30 days after Substantial Completion for each Phase.

A.8 LIQUIDATED DAMAGES

Liquidated damages of $500.00 per calendar day will apply to the Contract resulting from this ITB for failure to complete the project by the Substantial Completion Date (see also Attachment D-1).

A.9 PREVAILING WAGE RATES

This ITB and resulting Contract are subject to the Bureau of Labor and Industries (“BOLI”) prevailing wage rate requirements and the prevailing wage rates and apprenticeship rates in effect as of the date this ITB was first advertised, which, while not physically attached, are incorporated by reference with the same force and effect as though fully set forth herein and are available as follows:

BOLI, Prevailing Wage Rates for Public Works Contracts dated January 5, 2026, as amended April 5, 2026;

PWR Apprenticeship Rates in effect April 5, 2026.

These BOLI wage rates are available at: https://www.oregon.gov/boli/employers/Pages/prevailing-wage-rates.aspx

The Work will take place in Marion, BOLI Region 3.

A.10 MANDATORY PRE-BID CONFERENCE

A mandatory pre-bid conference will be held on July 8, 2026, at 10:00 AM (PST), located at MacLaren Youth Correctional Facility, 2630 N Pacific Highway, Woodburn, Oregon 97071.

IMPORTANT INFORMATION FOR ATTENDEES. Pre-bid conference attendees should arrive 10-15 minutes early to the gate house for security check and sign in prior to entering the facility. Attendees will be escorted to the conference area after the security check. You will be entering a closed custody correction facility and must comply with site policies regarding conduct and prohibited items, including No drugs, alcohol or tobacco products, vapes, lighters or weapons of any kind will be allowed. No inappropriate clothing, messaging or language. Please do not interact with youth and stay with the group at all times. Cell phones, tablets, etc. are allowed during the walk-through for the purpose of taking pictures of the construction area only. Absolutely no photographs containing youth or staff permitted.

Any statements made at this conference will not change the Plans, Specifications, other Contract Documents or other provisions/requirements of this ITB unless an Addendum has been issued from Contracting Agency and advertised on the OregonBuys System.

BIDDERS ARE REQUIRED TO BE ON TIME AND ATTEND THE ENTIRETY OF THE MANDATORY

PRE-BID CONFERENCE DIRECTLY OR THROUGH AN AUTHORIZED REPRESENTATIVE. BIDS

FROM BIDDERS WHO DO NOT COMPLY WITH THESE ATTENDANCE REQUIREMENTS WILL BE

REJECTED AS NON-RESPONSIVE.

https://www.oregon.gov/boli/employers/Pages/prevailing-wage-rates.aspx

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 7

A.11 PUBLIC OPENING

The public Opening will occur immediately following the Closing, unless otherwise specified. Only the name of each Bidder and the Bid amounts will be read at the public Opening. Award decisions will not be made at the public Opening.

Contracting Agency will hold the public Opening through electronic means. Interested parties may attend the public Opening for this solicitation electronically as follows: (It is attendee’s choice to use video or audio only.)

A Microsoft Teams meeting will be held at 2:00 PM for the public Opening following the Closing. Be sure to have Microsoft Teams access available on your computer or mobile phone and follow the following link:

Join the meeting now https://teams.microsoft.com/meet/251902938145334?p=WPuKlSAIQjDpbLeFkv Meeting ID: 251 902 938 145 334 Passcode: Ej6vf3sc

Dial-in by phone: +1 503-446-4951,,137552634# United States, Portland Phone conference ID: 137 552 634#

SECTION B – DEFINITIONS

Together with the Definitions found in Section A.1 of the General Conditions, the following definitions apply to this ITB and the resulting Contract:

"Addendum" (referred to as "Amendment" in OregonBuys) means an addition or deletion to, a material change in, or a clarification of, the ITB. Each Addendum shall be labeled as such and shall be made available to all interested Bidders in accordance with Oregon Administrative Rule (“OAR”) 137-049-0250(2). The plural form of "Addendum" is "Addenda".

"Agency" means the Oregon Youth Authority (or “OYA”)

"Bid" (referred to as "Quote" in OregonBuys) means the Bidder’s written Bid submitted in response to the ITB, including all necessary attachments and information required to be submitted prior to award (see Section C.7.3 – Bid Package Requirements). Bid also means "Offer".

"Bidder" means an individual, organization, or representative of an organization that submits a Bid in response to an ITB. Bidder also means "Offeror”.

"Contracting Agency” means the Oregon Department of Administrative Services, State Procurement Services (“DAS SPS”)

“Closing" (referred to as "Bid Opening Date" in OregonBuys) means the date and time set in the ITB for Bid submission, after which Bids may not be submitted, modified, or withdrawn by Bidder.

"DAS" means the Oregon Department of Administrative Services.

"Invitation to Bid" or "ITB" means all documents, whether attached or incorporated by reference, and any Addenda thereto, used for soliciting Bids.

https://teams.microsoft.com/meet/251902938145334?p=WPuKlSAIQjDpbLeFkv tel:+15034464951,,137552634

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 8

“Manufactured Product”, for purposes of State Buy America, means a preassembled item that is made of iron or steel and that a contractor brings to a construction project for incorporation into a public improvement or public works, or a preassembled item that is made of iron or steel and that the Oregon Department of Administrative Services or the Department of Transportation acquires for a public use (See ORS 279C.303(1)(a)).

"OregonBuys" means the online electronic Oregon Automated Procurement System administered by DAS. The OregonBuys System website is located at: https://oregonbuys.gov/bso/.

"Public Improvement" means a project for construction, reconstruction or major renovation on real property by or for a contracting agency.

“Produced in the United States” for purposes of State Buy America, means (a) for iron and steel products, other than Manufactured Products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States; and (b) for Manufactured Products, that: (i) the manufacture of the product occurred within the United States; and (ii) the cost of the components of the product that are mined, produced, or manufactured in the United States is more than 55% of the total cost of all components of the product (See ORS 279C.303(1)(b))

"Signature" means to write one's name to confirm assent, responsibility, or obligation, either by hand using ink or by electronic means that constitute an “electronic signature” under ORS Chapter 84.

"State" means the State of Oregon.

"Writing" means letters, characters, and symbols inscribed on paper by hand, print, type, or other method of impression, intended to represent or convey particular ideas or meanings. "Writing" when required or permitted by law, or required or permitted in a Solicitation Document, also means letters, characters, and symbols made in electronic form and intended to represent or convey particular ideas or meanings.

SECTION C – INSTRUCTIONS TO BIDDERS

C.1 OREGONBUYS / ITB DOCUMENT AVAILABILITY

C.1.1 REGISTRATION REQUIREMENT. Bidders must be registered in OregonBuys to do business with the State. Registration is free. OregonBuys uses the terms Vendor and Supplier interchangeably to refer to any form of business entity registered in OregonBuys.

To create a supplier account, click the blue “Register” button in the top right corner of the OregonBuys website: https://oregonbuys.gov/bso. For registration assistance see Supplier Resources: https://www.oregon.gov/das/ORBuys/Pages/supplierresources.aspx.

Bidders are responsible for ensuring that their supplier registration and information is current and correct in OregonBuys, including choosing any commodity or service codes associated with its business. Contracting Agency shall not be responsible for defective registration or incorrect supplier information. Bidders shall contact support.oregonbuys@das.oregon.gov with any questions or supplier registration support.

C.1.2 OBTAINING ITB DOCUMENTS. This ITB, any ITB attachments, and any Addenda and related notices (collectively the “Amendments”) may be downloaded from OregonBuys at:

https://oregonbuys.gov/bso. This ITB and any attachments will not be mailed to prospective Bidders.

https://oregonbuys.gov/bso/ https://oregonbuys.gov/bso https://www.oregon.gov/das/ORBuys/Pages/supplierresources.aspx mailto:support.oregonbuys@das.oregon.gov https://oregonbuys.gov/bso

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 9

In some cases, exhibits and attachments cannot be viewed or downloaded through OregonBuys. In these cases, the solicitation will include instructions on how to obtain these documents.

Bidders should contact the Purchaser/SPC for this ITB if they are unable to access solicitation documents via OregonBuys.

C.1.3 ITB ATTACHMENTS AND ADDENDA. In addition to the provisions set forth and linked within, this ITB incorporates by this reference the information published or linked on the OregonBuys “Bid Solicitation” page for this ITB, including but not limited to:

• Details entered in the “Header Information” section;

• All ITB Attachments, Addenda and notices (“Amendments” in OregonBuys), question and answer documents, and any other files linked in the “File Attachments” and “Form Attachments” sections; and

• Information, if any, entered in the “Questions” and “Item Information” sections.

Bidders are solely responsible for checking OregonBuys regularly until the Bid Opening Date specified in OregonBuys to ensure that they have not missed any Addenda or other notices issued as “Amendments” in OregonBuys for this ITB.

C.1.4 EXPLANATION OF CERTAIN TERMS USED IN OREGONBUYS

• Amendment: Any form of notice posted on OregonBuys associated with the solicitation, such as intent to award or solicitation cancellation, including an “Addendum” or “Addenda”, as defined in OAR 125-246-0110(1) (an addition to, deletion from, a material change in, or general interest explanation of a Solicitation Document).

• Bid Opening Date: The OregonBuys term for “Closing” as defined in OAR 125-246-0110(26)

(the date and time specified in a Solicitation Document as the deadline for submitting Offers).

• Bid Solicitation: Refers to this Invitation to Bid (“ITB”).

• Purchaser: Refers to the SPC identified in Section A.2 of this ITB.

• Quote: Bid Package (see Section C.7).

C.2 SOLICITATION LAWS, RULES AND GENERAL CONDITIONS

This ITB and the resulting Contract are governed by Oregon Law. Specific laws and rules that govern the solicitation process are found in Chapters 279A and 279C of the ORS, and Divisions 246 and 249 of the Oregon Administrative Rules (“OAR”) of the Oregon Department of Administrative Services and, to the extent applicable, Divisions 046 and 049 of the Model Public Contracting Rules of the Oregon Department of Justice. The ITB and resulting Contract may be subject to other laws and rules.

Bidders should obtain and become acquainted with the applicable provisions of the above laws and rules. Copies may be obtained as follows:

C.2.1 OREGON REVISED STATUTES (ORS Chapters 279A and 279C). Can be obtained online at: https://www.oregonlegislature.gov/bills_laws/Pages/ORSarchive.aspx.

https://www.oregonlegislature.gov/bills_laws/Pages/ORSarchive.aspx

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 10

C.2.2 OREGON DEPARTMENT OF ADMINISTRATIVE SERVICES ADMINISTRATIVE RULES –

(OAR Chapter 125, Divisions 246 and 249 and OAR Chapter 137, Divisions 046 and 049) - Can be obtained from the Department of Administrative Services, 1225 Ferry Street SE U140, Salem, OR 97301-4285. Phone (503) 378-4642 or online at: http://arcweb.sos.state.or.us/banners/rules.htm

C.2.3 GENERAL CONDITIONS. In addition to the foregoing, this ITB and the resulting Contract are governed by the STATE OF OREGON GENERAL CONDITIONS FOR PUBLIC IMPROVEMENT CONTRACTS (“General Conditions”) dated January 1, 2012, as modified by the Supplemental General Conditions, both of which are incorporated herein and provided as Attachment D-4.

C.2.4 COMMITMENT TO DIVERSITY, EQUITY AND INCLUSION. The State of Oregon (“State”) is committed to taking active steps toward increasing and promoting diversity, equity, and inclusion values across procurement processes for minority-owned, women-owned, emerging small, and veteran-owned businesses by reducing barriers to compete for and be awarded State contracts. All interested businesses are encouraged to submit Bids for this contracting opportunity. See also Executive Order No. 22-15.

C.2.5 STATE BUY AMERICA REQUIREMENTS. Pursuant to ORS 279C.303, as implemented under OAR 125-249-0170, steel, iron, coatings for steel and iron, and Manufactured Products purchased for or used in the Project, and that become part of a permanent structure, must be Produced in the United States. See Attachment B and Attachment D for applicable requirements.

C.3 BRAND NAME AND EQUIVALENTS

C.3.1 BRAND NAMES. This ITB (including Plans and Specifications) does not expressly or implicitly require any product by brand name or mark, nor does it require the product of any particular manufacturer or seller, unless an exemption has been granted under ORS 279C.345(2).

C.3.2 EQUIVALENTS. This ITB (including Plans and Specifications) may identify products by brand name or equivalent (such as “approved equal”, “or equal”, “approved equivalent”, or “equivalent”, or similar language). In such case, Bidder may use either the (i) brand name product or (ii) an equivalent product.

An equivalent product is one approved in writing by Contracting Agency in its sole discretion upon finding that the proposed product satisfies Project needs for quality, utility, durability, function, and purpose.

C.4 REQUESTS FOR APPROVAL OF EQUIVALENTS, CLARIFICATION, OR CHANGE;

SOLICITATION PROTESTS

C.4.1 REQUEST FOR APPROVAL OF EQUIVALENTS. Bidders may request approval of equivalents. Requests shall provide all the information necessary for Contracting Agency to determine product acceptability (see Section C.3.2). Requests shall reference any applicable Specification sections. Contracting Agency will issue an Addendum identifying any approved equivalent products.

C.4.2 REQUEST FOR CLARIFICATION. Bidders may request clarification of any ITB requirements per the method provided in Section C.4.5, below.

http://arcweb.sos.state.or.us/banners/rules.htm

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 11

C.4.3 REQUEST FOR CHANGES TO CONTRACTUAL TERMS OR SPECIFICATIONS OR

PLANS. Bidders may request changes to contractual terms, Plans, or Specifications. The request shall include a statement of the requested changes and the reason for the requested changes.

C.4.4 PROTEST OF CONTRACTUAL TERMS, PLANS, OR SPECIFICATIONS. Bidders may protest contractual terms and conditions, Plans or Specifications. The protest shall include a detailed statement of the legal and factual grounds for the protest, a description of the resulting prejudice to the Bidder if the protest is not granted, and a statement of the desired changes to the contractual terms and conditions, Plans or Specifications.

C.4.5 METHOD OF SUBMITTING REQUESTS AND SOLICITATION PROTESTS. Requests for approval of equivalents, clarification or changes, and protests of the ITB provisions shall be made in Writing via email to the Purchaser/SPC and marked as follows:

Email Subject Line: Bid Request for: Approval of Equivalents / Clarification / Change / Protest of ITB Provisions Body of Email: ITB Number and Bid Opening Date

Requests and solicitation protests must be received by the Purchaser/SPC by the deadline provided in the Solicitation Schedule (see Section A.3). Unless this specific deadline is extended by subsequent Addenda, no requests or protests pertaining to provisions contained in the originally issued ITB will be considered after the date specified herein.

C.4.6 RESPONSES. Contracting Agency will respond to properly submitted requests and protests.

Contracting Agency may post question and answer documents on OregonBuys to respond to inquiries when Contracting Agency determines, in its sole discretion, the answers do not effect changes to this ITB. Contracting Agency may also informally respond to Bidder questions. When appropriate, including approval of equivalents, Contracting Agency will amend the ITB via Addendum.

Unless Contracting Agency amends the ITB by Addendum, a response from Contracting Agency does not change Plans, Specifications, contractual terms, or procurement requirements.

C.5 REQUEST FOR CLARIFICATION, REQUEST FOR CHANGE AND PROTEST OF

ADDENDA

Requests for clarification, requests for change, and protests of Addenda shall be submitted to the SPC per the method provided in Section C.4.5 and must be received by the time and date specified in the Addendum or they will not be considered. Contracting Agency will not consider requests or protests of matters not addressed by the Addendum.

C.6 TRADE SECRETS

Any information Bidder submits in response to the ITB that Bidder considers a trade secret under ORS 192.345 or confidential proprietary information under ORS 192.355, and that Bidder wishes to protect from public disclosure, must be clearly labeled with the following: “This information constitutes a trade secret, or otherwise exempt from disclosure under the Oregon Public Records Law, ORS

192.311 through 192.478, and is not to be disclosed except in accordance with the Oregon Public Records Law, ORS 192.” Bidders are cautioned that price information submitted in response to an ITB is generally not considered a trade secret under the Oregon Public Records Law. Further, information submitted by Bidders that is already in the public domain is not protected. The State shall not be liable for disclosure or release of information when authorized or required by law or court order

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 12 to do so. The State shall also be immune from liability for disclosure or release of information under the circumstances set out in ORS 646.461 to 646.475.

C.7 BID PACKAGE SUBMISSION

C.7.1 BINDING OFFER. Bidder’s Bid is a firm Bid, irrevocable, valid, and binding on the Bidder for not less than 120 calendar days from the Bid Opening Date.

Contracting Agency may request that Bidder extend the time period during which Contracting Agency may consider and accept the Bid. If Bidder agrees to such an extension, the Bid shall continue as an irrevocable, valid, and binding Bid binding on the Bidder for the agreed-upon extension.

C.7.2 SUBMISSION REQUIREMENTS. The Bid Package must be submitted via OregonBuys.

Contracting Agency will reject submittals by any other means. Each electronic file or attachment must be clearly identified with the OregonBuys Bid Number. Bidder shall select the “Confidential” checkbox in OregonBuys when uploading any files required in response to this ITB. Bidders shall make reasonable efforts to minimize the file size of attachments to 5 megabytes.

For information on how to submit an electronic response to an opportunity, please visit:

https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation %20Response.pdf

C.7.3 BID PACKAGE REQUIREMENTS

(1) Bidder Information and Certifications Form. Bidder must complete and submit Attachment A, Form A-1 in accordance with the form instructions and upload via an electronic file on OregonBuys by the Bid Opening Date.

(2) Pricing Form. Bidder must complete and submit Attachment A, Form A-2 in accordance with the form instructions and upload via an electronic file on OregonBuys by the Bid Opening Date.

(3) Bid Security. Bidders must provide bid security in an amount equal to 10% of the total amount of the Bid (“Bid Security”) prior to Closing. Contracting Agency will accept the following forms of Bid Security:

(a) Bid bond from a surety company authorized to do business in the State. If Bid Security is furnished by means of a Bid bond, the State Bid Security Form, provided as Attachment A, Form A-3, is the required form to be used for this ITB and it must be uploaded via an electronic file on OregonBuys. At any time during the solicitation, upon request or demand by Contracting Agency, Bidder must immediately furnish the original of any Bid Security submitted via electronic means to the SPC.

(b) A fully executed certified or cashier’s check or an irrevocable letter of credit issued by an Insured Institution as defined in ORS 706.008. If using one of these methods, Bidder shall contact SPC to arrange for delivery prior to Closing.

(4) First-Tier Subcontractor Disclosure Form. Bidders must complete and submit Attachment

A, Form A-4 either (i) with the Bid Package submission via Oregon Buys or (ii) via email to the Purchaser/SPC within two (2) working hours after the Bid Opening Date.

(5) Signed Addenda, if any.

https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf https://www.oregon.gov/das/ORBuys/Documents/OregonBuys%20Vendor%20Formal%20Solicitation%20Response.pdf

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 13

C.7.4 SIGNATURES. All Bid forms requiring Signature must be signed by an authorized representative of the Bidder. Bidder agrees that any Signatures on documents submitted in response to this ITB via OregonBuys or email are Electronic Signatures under ORS Chapter 84, bind the Bidder, and are intended to be and can be relied upon by Contracting Agency.

C.7.5 TIMELINESS. Contracting Agency will use the time stamp on the submittal through OregonBuys to determine timeliness. Contracting Agency shall not be responsible for and will not accept late or misdelivered Bids, protests, or other submittals.

C.7.6 FAILURE OF ELECTRONIC SYSTEMS. Contracting Agency is not and shall not be held responsible for failure of OregonBuys or any email system that interferes with the ability of Bidders to submit Electronic Submittals, to protest or to otherwise participate in the ITB process. In the event of a failure of OregonBuys or any email system that interferes with the ability to submit electronic Bids, to submit a protest or to otherwise participate in the procurement, Contracting Agency may cancel the procurement or may extend the date and time of receipt of electronic Bids by providing the extension immediately after OregonBuys or any email system becomes available.

C.7.7 HARD COPIES AND ORIGNALS. Contracting Agency reserves the right at any time to require the Bidder to submit hard copy originals of any documents included in an electronic Bid Package.

Further, Contracting Agency reserves the right to require that the apparent successful Bidder promptly submit its complete original signed Bid to Contracting Agency.

C.8 BID MODIFICATION PRIOR TO THE BID OPENING DATE

Modifications made after Bid submission must be uploaded in OregonBuys after deleting prior submittal items using the “Withdraw Quote” button. Modifications made after Bid submission shall be prepared on Bidder’s letterhead, be signed by an authorized representative, and state that the modifications amend and supersede the prior Bid. Failure to comply with the provisions of this Section will result in Bid rejection.

Nothing in this Section shall be construed as allowing the Bidder to alter or otherwise change the form of the Bid, the form of the Contract, the conditions of the Bid, or the Specifications or Plans attached to the Bid documents.

Bidders shall not modify Bids after the Bid Opening Date.

C.9 BID WITHDRAWAL PRIOR TO THE BID OPENING DATE

If a Bidder wishes to withdraw a submitted Bid, the Bidder must do so using the “Withdraw Quote” button in OregonBuys prior to Closing/Bid Opening Date and time specified in OregonBuys for this

ITB.

SECTION D – AWARD

Bids must be submitted in accordance with all instructions in this ITB prior to the Bid Opening Date specified in OregonBuys for this ITB (see also Section A.3, Solicitation Schedule). Bids received after the Bid Opening Date will not be considered for award.

D.1 PRELIMINARY BID RESULTS

Following public Opening (see Section A.11), Contracting Agency may post preliminary Bid results on the OregonBuys System. Such postings may not be correct and are not final. The posting of the

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 14 preliminary Bid results is not a representation by Contracting Agency that any Bid submitted was complete, sufficient, lawful in any respect, or otherwise in substantial compliance with the ITB requirements.

D.2 METHOD OF AWARD

Provided Contracting Agency does not cancel the solicitation or reject all Bids pursuant to OAR 137- 049-0270, Award will be made to the responsible Bidder submitting the lowest responsive Bid, calculated as follows.

(1) LUMP SUM. If the ITB requires a lump sum Bid, without additive or deductive alternates, or if Contracting Agency elects not to award additive or deductive alternates, Bids will be compared based on lump sum prices or lump sum base Bid prices, as applicable. If the ITB calls for a lump sum base Bid, plus additive or deductive alternates, the total Bid price will be calculated by adding to or deducting from the base Bid those alternates selected by Contracting Agency, for the purpose of comparing Bids.

(2) UNIT PRICE. If the Bid includes unit pricing for estimated quantities, the total Bid price will be calculated by multiplying the estimated quantities by the unit prices submitted by the Bidder and adjusting for any additive or deductive alternates selected by Contracting Agency, for the purpose of comparing Bids. Contracting Agency will specify within the ITB the estimated quantity of the procurement to be used for determination of the low Bidder. In the event of mathematical discrepancies between unit price and any extended price calculations submitted by the Bidder, the unit price governs. See OAR 137-049-0350(2)(b).

Contracting Agency may award by Bid item, groups of bid items or the entire Bid provided such award is in the public interest.

D.2.1 APPLICATION OF RECIPROCAL PREFERENCE. In determining the lowest responsive Bid, Contracting Agency will, in accordance with OAR 125-246-0310, add a percentage increase to the Bid of a Non-resident Bidder (see Attachment A, Form A-1) equal to the percentage, if any, of the preference given to that Bidder in the state in which the Bidder resides. Adjustments made to account for reciprocal preferences will be for Bid evaluation purposes only. No such adjustments shall operate to amend Bidder’s Bid or any Contract awarded pursuant thereto.

D.2.2 RESPONSIVENESS. For its Bid to be considered responsive, the Bidder must substantially comply in all material respects with applicable solicitation procedures and requirements and the solicitation documents. Bids may be considered nonresponsive and rejected if the Bid:

• includes non-approved equivalents where approval is required;

• takes exception to the Specifications or Plans or contractual terms of the ITB;

• is contingent upon Contracting Agency’s acceptance of Specifications, Plans, or Contract terms that conflict with or are in addition to those advertised in this ITB; or

• is unreadable.

In making a responsiveness determination, Contracting Agency may waive minor informalities as described in OAR 137-049-0350, and Contracting Agency may seek clarification of any response that, in its sole discretion, it deems necessary or advisable. However, Bidders may not supplement their Bids to provide for missing information.

D.2.3 RESPONSIBILITY. Prior to award of the Contract, Contracting Agency will evaluate whether the apparent successful Bidder meets the applicable standards of responsibility identified in ORS

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 15

279C.375(3) and OAR 125-249-0390. In doing so, Contracting Agency may investigate Bidder and request information in addition to that already required in this ITB in Attachment A, Form A-1, Responsibility Inquiry, when Contracting Agency, in its sole discretion, considers it necessary or advisable.

Contracting Agency shall notify the apparent successful Bidder, in Writing, of any other documentation required for it to complete its responsibility inquiry, which may include, but is not limited to: recent profit-and-loss history, current balance statements, assets-to-liabilities ratio (including number and amount of secured versus unsecured creditor claims), availability of short and long-term financing, bonding capacity, credit information, material, equipment, facility and personnel information, performance record of Contract performance, and similar information. Submission of a signed Bid shall constitute approval for Contracting Agency to obtain any information Contracting Agency deems necessary to conduct the evaluation.

Failure to promptly provide this information shall result in Bid rejection. Contracting Agency may postpone the award of the Contract after posting a notice of its intent to award (“Notice of Intent to Award”) to complete its investigation and evaluation. Failure of the apparent successful Bidder to demonstrate responsibility as required under OAR 125-249-0390 shall render the Bidder non-responsible and shall constitute grounds for Bid rejection, as required under OAR 125-249-0440.

D.3 REJECTION OF BIDS

D.3.1 REJECTION OF ALL BIDS. Contracting Agency may reject all Bids for good cause upon its finding that it is in the public interest to do so. Agency will issue written findings if all offers are rejected.

D.3.2 LIQUIDATED AND DELINQUENT DEBT. Contracting Agency may reject a particular Bid if a Bidder has liquidated and delinquent debt owed to the State or any department or agency of the State.

D.3.3 REJECTION OF PARTICULAR BIDS. Contracting Agency may reject a particular Bid for any of the reasons listed under OAR 125-249-0440.

D.4 NOTICE OF INTENT TO AWARD

Contracting Agency will issue to each Bidder or post, electronically or otherwise, Notice of Intent to Award identifying the apparent successful Bidder (“Awarded Bidder”), pursuant to ORS 279C.375.

D.5 PROTEST OF INTENT TO AWARD

Bidders who are adversely affected or aggrieved because all other Bids were nonresponsive or Contracting Agency committed a violation of a provision of the ITB or procurement statute or administrative rules in evaluation of the Bids may submit a protest of the Notice of Intent to Award.

The protest must be in Writing, specify the grounds upon which the protest is based and be submitted via email to the Purchaser/SPC within 7 days after issuance of the Notice of Intent to Award. Protests received after that date will not be considered. See also OAR 137-049-0450.

D.6 FINAL AWARD

Upon expiration of the Notice of Intent to Award protest period (or after affirmation of the Award following a protest, if any) the award will be final. If only one Bid is submitted, there will be no Notice of Intent to Award protest period.

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 16

D.7 INFORMATION TO BE SUBMITTED BY THE AWARDED BIDDER

The Awarded Bidder shall provide the following required documents to Contracting Agency:

• Proof of Insurance. Awarded Bidder shall furnish proof of insurance meeting the requirements provided in Attachment D-5.

• Performance and Payment Bonds. Using the forms provided in Attachment D-2 and Attachment D-3, the Awarded Bidder shall furnish a Performance Bond and a Payment Bond each in the total amount (100%) of the awarded Contract, executed in favor of the State.

• W-9 Form. When requested by Agency or when the backup withholding status or any other information of Bidder has changed since the last submitted W-9 form, if any, Awarded Bidder shall provide their Taxpayer Identification Number and backup withholding status on a completed W-9 form. The W-9 form is available at: http://www.irs.gov/pub/irs-pdf/fw9.pdf.

Failure to present the required documents within 7 days of final award (see Section D.6) may result in revocation of award and forfeiture of the Bid Security as described in Section D.8.1 below. Should Awarded Bidder, working in good faith, be unable to meet the required timeframes set forth in this Section, Bidder shall in Writing via email to SPC explain the circumstances and request an extension for the number of days needed to achieve compliance, which Contracting Agency, in its sole discretion, may allow.

D.8 EXECUTION OF PUBLIC IMPROVEMENT CONTRACT

Contracting Agency will provide Awarded Bidder with the finalized Contract documents, which Awarded Bidder shall execute within the timeframe specified by the Purchaser/SPC.

D.8.1 FOREFEITURE OF BID SECURITY. An Awarded Bidder who fails to promptly and properly execute the contract and to deliver the Performance Bond, the Payment Bond, and the proof of insurance (when bonds or insurance are required) within the timeframes specified in D.7, shall forfeit the Bid Security that accompanied the successful Bid. The Bid Security shall be taken and considered as liquidated damages and not as a penalty for failure of the Bidder to execute the Contract and deliver the bonds and proof of insurance.

D.9 RETURN OF BID SECURITY

D.9.1 Contracting Agency shall return the Bid Security of the Awarded Bidder to the Bidder after the Bidder:

(a) executes the Contract, and

(b) delivers a good and sufficient Performance Bond, a good and sufficient Payment Bond, and any required proofs of insurance in accordance with Section D.7.

D.9.2 Contracting Agency may return the Bid Security of unsuccessful Bidders after the Bids have been opened and the Contract has been awarded.

D.10 REVIEW OF SOLICITATION FILES

Completed solicitation files are available for public review at Contracting Agency office by appointment during regular business hours (Monday through Friday) or as otherwise arranged. See also OAR 137-049-0400.

http://www.irs.gov/pub/irs-pdf/fw9.pdf

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 17

ATTACHMENT A

BID PACKAGE FORMS

• FORM A-1: BIDDER INFORMATION AND CERTIFICATIONS FORM

• FORM A-2: PRICING FORM

• FORM A-3: BID SECURITY FORM

• FORM A-4: FIRST-TIER SUBCONTRACTOR FORM

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 18

FORM A-1 — BIDDER INFORMATION AND CERTIFICATIONS FORM

ITB S-DASOBO-00016991

OYA MYCF Valley Cottages Alterations and Renovations

[Note to Bidders: If additional space or lines are needed attach an additional page to the end of the form.]

Business Name:

Is Bidder authorized to transact business by the Oregon Secretary of State? Yes ☐ / No ☐

• If yes, provide business registry number or otherwise describe authorization: _____________

Business Owner(s) Name:

Business Address:

Bidder is a: (select one)

☐ Resident Bidder. "Resident Bidder" as defined under ORS 279A.120 means a Bidder that has paid unemployment taxes or income taxes in this State during the 12 calendar months immediately preceding submission of the Bid, has a business address in this State, and has stated in the Bid whether the Bidder is a Resident Bidder.

☐ Non-resident Bidder. "Non-resident Bidder" as defined under ORS 279A.120 means a Bidder who is not a Resident Bidder as defined above. When a public contract is awarded to a Non-resident Bidder and the contract price exceeds $10,000, the Bidder shall promptly report to the Department of Revenue on forms to be provided by the Department the total contract price, terms of payment, length of contract, and such other information as the Department may require before the Bidder may receive final payment on the public contract.

Telephone Number:

Email Address:

Federal Employer Identification Number (“FEIN”) Number:

Bidders must be licensed with the State of Oregon Construction Contractors Board (“CCB”) prior to bidding on Public Improvement Contracts (OAR 137-049-0200). FAILURE TO COMPLY WITH THIS REQUIREMENT WILL RESULT IN BID REJECTION. Contractor certifies that each of its subcontractors participating in the Project will be similarly registered with the CCB before each subcontractor commences Work under the Contract.

CCB REGISTRATION NO.:

EXPIRATION DATE OF CCB NO.:

Contract Authorized Representative Name:

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 19

If Bidder is a joint venture or partnership, the individual named above must be authorized to sign on its behalf and execute agreements. Additionally, upon request, Bidder shall provide a copy of the joint venture agreement or partnership agreement evidencing authority to Bid and to enter into the resulting Contract that may be awarded, together with corporate resolutions (if applicable) evidencing corporate authority to participate as a joint venture or partnership.

PUBLIC WORKS BOND

Pursuant to ORS 279C.830(2) and OAR 839-025-0015, Contractor and every subcontractor shall have a Public Works bond filed with the CCB before starting Work on the Project. This bond is in addition to Performance Bond and Payment Bond requirements.

Name of Public Works Bonding Company:

Address of Public Works Bonding Company:

Agent Name/Phone: /

Public Works Bond Number:

If exempt from this requirement under ORS 279C.836(4), (7), (8), or (9), list applicable exemption and describe:

SUBCONTRACTORS CERTIFIED UNDER ORS 200.055

Contracting Agency promotes and applies a policy of diversity, equity, and inclusion in public contracting by engaging in efforts to increase public contracting opportunities for businesses and enterprises that the Certification Office for Business Inclusion and Diversity has certified under ORS 200.055.

Provide the company name(s) of any subcontractor certified under ORS 200.055 as a disadvantaged business enterprise, a minority-owned business, a woman-owned business, an emerging small business, or a veteran-owned business, that Bidder intends to utilize in the performance of this Contract.

Name:

Name:

Name:

Name:

Name:

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 20

RESPONSIBILITY INQUIRY

Bidder may add additional lines to this section and form as needed to provide the required information.

1. Does Bidder have available the appropriate financial, material, equipment, facility, and personnel resources and expertise, or ability to obtain the resources and expertise, necessary to demonstrate the capability of Bidder to meet all contractual responsibilities?

Yes ☐ / No ☐

2. Within the last 5 years, how many contracts of a similar nature has Bidder completed that, to the extent that the costs associated with and time available to perform the contract remained within Bidder′s control, Bidder stayed within the time and budget allotted, and there were no contract claims by any party? Number of contracts: [_____]

How many contracts did not meet those standards? Number of contracts: [_____]

If any contracts did not meet those standards, please provide an explanation:

Has Bidder been debarred or otherwise disqualified from bidding on contracts by any state, local, or federal agency under any state or federal law? Yes ☐ / No ☐

If yes, please provide an explanation:

3. Within the last 3 years, has Bidder had:

a. any contracts terminated for default by any government agency, or

b. any lawsuits filed against it by creditors or involving contract disputes?

If yes, please provide an explanation: (With regard to judgments, include jurisdiction and date of final judgment or dismissal.)

4. Within the last 3 years has Bidder been criminally or civilly charged, indicted, or convicted in connection with:

a. obtaining, attempting to obtain, or performing a public (federal, state, or local) contract or subcontract,

b. violation of federal or state antitrust statutes relating to the submission of Bids or Proposals, or

c. embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, or receiving stolen property?

If yes, indicate the jurisdiction, date of indictment, charge or judgment, and names and summary of charges below:

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 21

Does Bidder have any outstanding or pending judgments against it? Yes ☐ / No ☐

5. Is Bidder experiencing financial distress or having difficulty securing financing?

6. Does Bidder have sufficient cash flow to fund day-to-day operations throughout the proposed contract period?

If no, please provide an explanation:

Within the last 3 years, has Bidder filed a bankruptcy action, filed for reorganization, made a general assignment of assets for the benefit of creditors, or had an action for insolvency instituted against it?

Yes ☐ / No ☐

If yes, provide the filing dates, jurisdictions, type of action, ultimate resolution, and dates of judgment or dismissal, if applicable:

Does Bidder have all required licenses, insurance and/or registrations, if any, and is Bidder legally authorized to do business in the State of Oregon? Yes ☐ / No ☐

If no, please provide an explanation:

7. Pay Equity Certificate. This certificate is required if Bidder employs 50 or more full-time workers and the resulting Contract price is estimated to exceed $500,000. Does a current authorized representative of Bidder possess an unexpired Pay Equity Certificate issued by the Department of Administrative Services?

Yes ☐ / No ☐ / Not Applicable ☐

[If the certificate was provided with the Bid or Proposal submitted for a solicitation related to the prospective contract, then it is not necessary to resubmit it. Just indicate “see Bid” or “see Proposal” in the response field. Otherwise, if applicable, submit a copy of the certificate with this form.]

Does Bidder have documented diversity, equity and inclusion values and practices as required pursuant to Executive Order 22-15? Yes ☐ / No ☐

ITB Number – S-DASOBO-00016991 OYA MYCF Valley Cottages Alterations & Renovations 22

8. Within the last 3 years has the Offeror, or any officer, partner, agent…