SHAWSHEEN TECH - OPM_RFS.pdf

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Shawsheen Valley Regional Vocational Technical School District

REQUEST FOR SERVICES

for

OWNER’S PROJECT MANAGER

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INDEX

Legal Notice

RFP Schedule

1. Introduction

2. Background

3. Project Description, Objectives and Scope of Services

• Project Overview

• District Needs Assessment

• Enrollment Projections

• Project Objectives

• Scope of Services

• Project Phases

4. Minimum Requirements and Evaluation Criteria

• Minimum Requirements

• Evaluation Criteria

• Weighted Scoring Matrix

5. Selection Process and Selection Schedule

• Selection Process

• Interview Process

• Fee Negotiations

• MSBA Approval Process

• RFS Timeline

6. Requirements for Content of Response

• Submission Requirements

• Cover Letter Requirements

• Selection Criteria Response

• Required Certifications

7. Payment Schedule and Fee Explanation

8. Other Provisions

A. Public Record B. Waiver/Cure of Minor Informalities, Errors and Omissions C. Communications with the Owner D. Costs E. Withdrawn/Irrevocability of Responses F. Rejection of Responses; Modification of RFS G. Subcontracting and Joint Ventures H. Validity of Responses

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ATTACHMENTS

• Attachment A - Statement of Interest

• Attachment B - Contract for Owner's Project Management Services

• Attachment C - Owner's Project Manager Application Form o Firm Information o Organizational Chart o Key Personnel Resumes o Past Performance o Capacity o References o Additional Qualifications

• Attachment D - Enrollment Letter and Enrollment Certification

• Attachment E - Required Certifications o Certification of Non-Collusion o Certification of Tax Compliance o Certificate of Authorization o OSHA Training and Compliance Certification

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LEGAL NOTICE

REQUEST FOR SERVICES

OWNER’S PROJECT MANAGER

The Shawsheen Valley Regional Vocational Technical School District ("Owner") seeks qualifications from a qualified Owner's Project Manager (OPM), as defined in M.G.L. c.149, §44A½, to provide project management services for the potential renovation, addition, and/or new construction of Shawsheen Valley Regional Vocational Technical High School, 100 Cook Street, Billerica, Massachusetts. The OPM will initially provide services during the Feasibility Study and Schematic Design phases, with the potential for continuation through subsequent design and construction phases, subject to approval by the Massachusetts School Building Authority (MSBA) and the District.

The District will evaluate alternatives for enrollment ranging from approximately 1,300 to 1,645 students. The estimated total cost of an approved project may range from $150 million to $500 million, subject to the selected alternative and approval by the MSBA Board of Directors.

A mandatory informational meeting and walkthrough will be held on October 19, 2026, at 2:30 p.m. at Shawsheen Valley Regional Vocational Technical School District, 100 Cook Street, Billerica, MA 01821.

The RFS may be obtained on or after October 7, 2026, from Julia Fentross, Procurement Officer at julia.fentross@shawtech.org

Sealed responses marked “Owner’s Project Management Services for Shawsheen Valley Regional Vocational Technical School District" must be received no later than 12:00 p.m. on October 28, 2026, at the address above.

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RFS SCHEDULE

Primary Contact:

Julia Fentross, Procurement Officer Julia.fentross@shawtech.org

RFS Advertisement:

Wed., Oct. 7th, 2026 RFS appears in the Central Register, The Lowell Sun, and COMMBUYS; RFS available for download

Mandatory Facility Walkthrough: Mon., Oct. 19th, 2026 2:30 p.m.

Respondent Question Deadline: Wed., Oct. 21st, 2026 12 p.m.

Any questions concerning this RFS must be submitted in writing to:

Julia Fentross, Procurement Officer julia.fentross@shawtech.org

Sealed Responses Due: Wed., Oct. 28th, 2026 12 p.m.

Marking of Envelopes: "Owner's Project Management Services for Shawsheen Valley Regional Vocational Technical School District"

Submit: 3 hard copies 1 PDF on USB flash drive.

c/o Julia Fentross, Procurement Officer 100 Cook Street, Billerica, MA 01821

Respondents Short-Listed: Thurs., Nov. 5th, 2026

Respondent Interviews: Nov. 12th – Nov. 18th, 2026

Fee Negotiation: Mon., Nov. 26th, 2026

Final Selection MSBA Submission: Wed., Dec. 9th, 2026

MSBA OPM Review Panel Meeting:

Mon., Jan. 4th, 2027

Contract Execution: Fri., Jan. 8th, 2027 mailto:Julia.fentross@shawtech.org

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REQUEST FOR OWNER’S PROJECT MANAGEMENT SERVICES

(“OPM RFS”)

1. Introduction The Shawsheen Valley Regional Vocational Technical School District, (“Owner”) is seeking the services of a qualified OPM “Owner’s Project Manager” as defined in Massachusetts General Laws Chapter 149, Section 44A½ and as further defined by the provisions of this RFS, to provide Project Management Services for the design, construction, addition to and /or renovation of the Shawsheen Valley Regional Vocational Technical School District (“School”) in Billerica, Massachusetts (“Project”).

The Owner is requesting the services of an OPM to represent the Owner during the feasibility study and schematic design phases of the project initially. Subject to the approval of the Project by the Massachusetts School Building Authority (the “MSBA”) and further subject to continued funding authorized by the Shawsheen Valley Regional Vocational Technical School District , the contract between the Owner and the Owner’s Project Manager may be amended to include continued Project Management Services through design development, construction documents, bid and award, construction and final closeout of the potential Project.

A potential approved Project may include a renovation of the existing School, a renovation and addition of the existing School and/or new construction. In accordance with the MSBA Module 3 Guidelines, the District will evaluate multiple alternatives during the Preliminary Design Program, including code upgrade, addition/renovation and new construction options for enrollment scenarios ranging from approximately 1,300 to 1,645 students. As the preferred alternative has not yet been selected, the estimated total project costs of an approved potential Project may range from $150,000,000 to $500,000,000 depending upon the alternative ultimately agreed upon by the Owner and the MSBA and approved by a vote of the MSBA Board of Directors.

To ensure goals are set properly, Municipalities should contact SDO.Construction@mass.gov or 617- 872-4064 as soon as possible for assistance from the Supplier Diversity Office (“SDO”) in goal setting.

Please note that the Owner’s Project Manager will be expected to utilize the SDO’s online reporting system, presently known as “The Hub,” and will be expected to adhere to all requirements set forth in M.G.L. c. 7, § 61, as well as any associated guidance from the SDO. The Owner’s Project Manager will also be expected to provide, in the forms and formats required by the Owner and the SDO, regular reports of information pertaining to the businesses engaged in work set forth in the Contract for Project Management Services with the Owner, as amended.

2. Background The Shawsheen Valley Regional Vocational Technical School District (the “District”) serves the five member communities of Bedford, Billerica, Burlington, Tewksbury, and Wilmington. Established in 1970, Shawsheen Valley Technical High School (“Shawsheen”) is a comprehensive regional vocational-technical high school serving approximately 1,300 students annually in grades 9–12.

Shawsheen is located at 100 Cook Street in Billerica, Massachusetts, on a campus of approximately 90 acres.

The school facility encompasses approximately 265,100 square feet and houses both academic and career and technical education programs. Since its original construction, the facility has undergone multiple additions and renovations to accommodate enrollment growth, evolving educational needs, and advancements in vocational and technical education.

Shawsheen’s mission is to provide a positive learning experience in a safe educational environment that encourages all students to reach their full potential, emphasizes the value of a strong work ethic, and prepares them for adult life in a competitive world. The District fulfills this mission through a rigorous and comprehensive educational program that integrates academic and technical instruction. Shawsheen offers 24 Chapter 74-approved career and technical education programs, comprehensive academic coursework, concurrent enrollment opportunities that enable students to earn college credit, a robust cooperative education program, 22 varsity athletic programs, extensive extracurricular offerings, and a wide range of supports designed to meet the needs of all learners.

mailto:SDO.Construction@mass.gov

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The District’s School Building Committee is comprised of 17 members, including representatives from the five member communities, School Committee members, district administrators, and individuals with expertise in municipal government, finance, facilities, construction, engineering, and architecture. The Committee brings a broad range of professional experience and perspectives to the planning process and is committed to advancing the District’s educational mission through the successful delivery of a facility that addresses existing challenges, supports current and future programmatic needs, and provides an effective learning environment for students and staff.

3. Project Description, Objectives and Scope of Services

On or about April 8, 2024, the Owner submitted a Statement of Interest (Attachment A) to the MSBA for Shawsheen Valley Regional Vocational Technical School District. The MSBA is an independent public authority that administers and funds a program for grants to eligible cities, towns, and regional school districts for school construction and renovation projects. The MSBA’s grant program is discretionary, and no city, town, or regional school district has any entitlement to any funds from the MSBA. At the Wednesday, June 24, 2026 Board of Directors meeting, the MSBA voted to issue an invitation to the Owner to conduct a feasibility study for this Statement of Interest to identify and study possible solutions and, through a collaborative process with the MSBA, reach a mutually-agreed upon solution. The MSBA has not approved a Project and the results of this feasibility study may or may not result in an approved Project.

It is anticipated that the feasibility study will review the problems identified in the Statement of Interest at the Shawsheen Valley Technical High School is a comprehensive regional vocational-technical high school serving grades 9–12. The school is situated on approximately 90 acres at 100 Cook Street in Billerica, Massachusetts, and encompasses approximately 265,100 square feet. Originally designed to accommodate 1,000 students, the facility currently serves more than 1,300 students and has experienced sustained enrollment growth and increasing demand for vocational-technical education.

The District has identified significant overcrowding in both academic and vocational spaces. To accommodate enrollment growth, instructional spaces have been created through the subdivision of classrooms with temporary partitions, the conversion of offices and specialized program areas to classrooms, and the repurposing of non-traditional spaces such as the auditorium and library for daily instruction. Eight non-traditional spaces are currently being used as classrooms, limiting the functionality of those areas for their intended purposes. Many academic and vocational spaces are undersized, inflexible, and unable to support current educational programming. 19 of the District's Chapter 74-approved vocational programs do not meet current recommended Chapter 74 space requirements, and several technical programs continue to operate beyond their intended capacity. In addition, overcrowding has limited the District's ability to expand existing programs, introduce new Chapter 74 offerings, and meet increasing student demand for Career Vocational Technical Education (CVTE). To encapsulate our increasing enrollment demands, the District received approximately 530 applications for the Class of 2028 but was able to admit only approximately 340 students due to facility constraints and program capacity limitations. The District continues to attract growing numbers of applicants from its member communities of Bedford, Billerica, Burlington, Tewksbury, and Wilmington, as well as students residing on Hanscom Air Force Base through the District's partnership with Bedford Public Schools. This increase in demand is occurring while many sending communities are experiencing flat or declining enrollment in their comprehensive high schools. As documented in the Statement of Interest, overcrowding remains the primary driver for evaluating a renovation, addition, or replacement project.

Originally constructed in 1970, with a second construction phase completed in 1974 and a Health and Life Science addition completed in 2011, the facility contains numerous building systems and infrastructure components that have exceeded or are approaching the end of their useful life. The Statement of Interest identifies deficiencies related to the building envelope, electrical distribution system, HVAC systems, plumbing infrastructure, accessibility, building security, and overall functionality of the facility. Many of the building's core systems remain original to the 1970 and 1974 construction projects, including significant portions of the electrical distribution system, plumbing infrastructure, and heating and

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Although the District has made substantial investments to maintain the facility, including replacement of the original windows in 2001, roof replacement in 2006, boiler and pump replacements in 2013, to the Health and Life Science wing expansion in 2011, and a complete renovation of the athletic complex in 2015, the school continues to face significant capital maintenance demands. The facility is actively utilized from approximately 7:00 a.m. to 9:00 p.m., five days per week, for both secondary and adult education programming, further contributing to wear on building systems and infrastructure. Recent capital expenditures have included a $475,000 exterior wall repair above the pool facility, and more than 15% of the District's FY25 capital budget has been dedicated to building maintenance and repairs. The continued growth of these expenditures reflects the increasing cost of maintaining a facility that no longer adequately supports the District's educational, operational, and programmatic needs.

The feasibility study will evaluate a range of potential solutions and enrollment scenarios in collaboration with the MSBA, including options that address overcrowding, facility deficiencies, accessibility concerns, program delivery, student safety and security, sustainability, operational efficiency, and long-term vocational and academic program needs. Through this process, the District seeks to identify a comprehensive and fiscally responsible solution that will modernize instructional spaces, support current and future Chapter 74 programming, and better position Shawsheen to meet the growing demand for high-quality vocational and technical education throughout the region.

As a result of a collaborative analysis with the Massachusetts School Building Authority (the “MSBA”) of enrollment projections and space capacity needs for the Shawsheen Valley Regional Vocational Technical High School (the “Proposed Project”), the Shawsheen Valley Regional Vocational Technical School District hereby acknowledges and agrees that the design of options, which may be evaluated as a part of the feasibility study for the Shawsheen Valley Regional Vocational Technical High School, shall be based in accordance with the following:

Current Grades 9-12 enrollment for

Existing Chapter 74 Programs

Expanded Grades 9 – 12 Enrollment for

Proposed Chapter 74 Programs

Expanded Grades 9 – 12 Enrollment for

Proposed Chapter 74 Programs

1,300 students 1,645 students Between

1,300-1,645 students

Project Objectives under consideration by the Owner include:

• Identification of community concerns that may impact study options;

• Identification of specific milestone requirements and/or constraints of the District – e.g. Town votes, swing space, occupancy issues;

• Identification of alternative sites;

• Life cycle costs of operating the School as it relates to future operational budgets;

• Green Building Council’s LEED Rating System;

• CM-at-Risk Delivery Method.

The required scope of services is set forth in Article 8 of the standard contract for Owner’s Project Management Services for a Design/Bid/Build project that is attached hereto as Attachment B and incorporated by reference herein. If the Owner determines to use a CM-at-Risk delivery method, this contract shall need to be amended and/or substituted. The work is divided into the Project Phases as listed in Attachment A of this contract. The durations of the Phases shown below are estimates only, based on the Owner’s experience. Actual durations may vary depending upon the Project agreed upon by the Owner and the MSBA. The total duration of the Contract is estimated as follows:

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1. Feasibility Study/Schematic Design Phase; 20-24 months*

2. Design Development/Construction Documents/Bidding Phase; and 10-12 months*

3. Construction Phase. 24-36 months*

(*These ranges for scheduling timeframes are provided as guidelines only & are based upon schedules established by other Owners.)

4. Minimum Requirements and Evaluation Criteria:

Minimum Requirements:

In order to be eligible for selection, each Respondent must certify that it meets the following minimum requirements. Any Response that fails to include such certification in its response, demonstrating that these criteria have been met, may be rejected without further consideration.

Each Respondent must designate an individual who will serve as the Project Director. The Project Director shall be certified in the Massachusetts Certified Public Purchasing Officer Program (the “MCPPO”) as administered by the Inspector General of the Commonwealth of Massachusetts at the time of application and must also meet the following minimum requirements:

• The Project Director shall be a person who is registered by the Commonwealth of Massachusetts as an architect or professional engineer and who has at least five years’ experience in the construction and supervision of construction and design of public buildings;

or,

• if not registered as an architect or professional engineer, the Project Director must be a person who has at least seven years’ experience in the construction and supervision of construction and design of public buildings.

Evaluation Criteria In addition to the minimum requirements set forth above, all Respondents must demonstrate that they have significant experience, knowledge and abilities with respect to public construction projects, particularly involving the construction and renovation of K-12 schools in Massachusetts. The Owner will evaluate Responses based on criteria that shall include, but not be limited to, the following:

1) 20 Points - Past performance of the Respondent, if any, with regard to public, private, Department Of Education funded and MSBA-funded school projects across the Commonwealth, as evidenced by:

i) 10 Points - Documented performance on previous projects as set forth in Attachment C, including the number of projects managed, project dollar value, number and percentage completed on time, number and dollar value of change orders, average number of projects per project manager per year, number of accidents and safety violations, dollar value of any safety fines, and number and outcome of any legal actions;

ii) 10 Points - Satisfactory working relationship with designers, contractors, Owner, the MSBA and its commissioning consultants, and local officials.

2) 10 Points - Thorough knowledge of the Massachusetts State Building Code, regulations related to the Americans with Disabilities Act, and all other pertinent codes and regulations related to successful completion of the project.

3) 5 Points - Thorough knowledge of Commonwealth construction procurement laws, regulations, policies and procedures, as amended by the 2004 Construction Reform laws.

4) 10 Points - Approach: Describe the Respondent’s approach to providing the level and nature of services required as evidenced by proposed project staffing for a potential (hypothetical) proposed project for new construction of 265,100 square feet or renovation of 265,100 square feet; proposed project management systems; effective information management; technical assistance for and attendance at Owner meetings;

and examples of problem solving approaches to resolving issues that impact time and cost.

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5) 15 Points - Key personnel: Provide an organizational chart that shows the interrelationship of key personnel to be provided by the Respondent for this project and that identifies the individuals and associated firms (if any) who will fill the roles of Project Director, Project Representative and any other key roles identified by the Respondent, including but not limited to roles in design review, estimating, cost and schedule control. Specifically, describe the time commitment, experience and references for these key personnel including relevant experience in the supervision of construction of several projects that have been either successfully completed or in process that are similar in type, size, dollar value and complexity to the project being considered.

6) 5 Points - Capacity and skills: Identify existing employees by number and area of expertise (e.g. field supervision, cost estimating, schedule analysis, value engineering, constructability review, quality control and safety). Identify any services to be provided by sub-consultants.

7) 5 Points - Identify the Respondent’s current and projected workload for projects estimated to cost in excess of $1.5 million

8) 5 Points - Familiarity with the MSBA’s Green Schools Program. Demonstrated experience working on high performance green buildings (if any), green building rating system used (e.g., LEED), life cycle cost analysis and recommendations to Owners about building materials, finishes etc., ability to assist in grant applications for funding and track Owner documentation for LEED prerequisites.

9) 10 Points - Thorough knowledge and demonstrated experience with life cycle cost analysis, cost estimating and value engineering with actual examples of recommendations and associated benefits to Owners.

10) 5 Points - Knowledge of the purpose and practices of the services of Building Commissioning Consultants.

11) 5 Points - Experience in providing presentations, activities, or internships geared to students that showcase and promote career opportunities in the design, construction, and project management field. Provide your firm’s approach to student engagement and provide specific examples, if available, of activities you have offered in past projects.

12) 5 Points - Financial Stability: Provide current balance sheet and income statement as evidence of the Respondent’s financial stability and capacity to support the proposed contract.

Evaluation Criteria Maximum Points

Relevant Experience & Past Performance 20 Knowledge of Building Codes & Regulations 10 Procurement Expertise 5 Management Approach & Project Delivery 10 Key Personnel & Operational Structure 15 Firm Capacity & Technical Resources 5 Current & Projected Workload 5 Sustainability & Green Schools Experience 5 Cost Management & Value Engineering 10 Building Commissioning Knowledge 5 Student Engagement & Workforce Development 5 Financial Stability 5 Total 100

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In order to establish a short-list of Respondents to be interviewed, the Owner will base its initial ranking of Respondents on the above Evaluation Criteria. The Owner will establish its final ranking of the short-listed Respondents after conducting interviews. *

The Owner reserves the right to consider any other relevant criteria that it may deem appropriate, within its sole discretion, and such other relevant criteria as the MSBA may request. The Owner may or may not, within its sole discretion, seek additional information from Respondents.

This RFS, any addenda issued by the Owner, and the selected Respondent’s response, will become part of the executed contract. The key personnel that the Respondent identifies in its response must be contractually committed for the Project. No substitution or replacement of key personnel or change in the sub-consultants identified in the response shall take place without the prior written approval of the Owner and the MSBA.

The selected Respondent(s) will be required to execute a Contract for Project Management Services with the Owner in the form that is attached hereto as Attachment B and incorporated by reference herein. Prior to execution of the Contract for Project Management Services with the Owner, the selected Respondent will be required to submit to the Owner a certificate of insurance that meets the requirements set forth in the Contract for Project Management Services.

Prior to execution of the Contract for Project Management Services, the fee for services shall be negotiated between the Owner and the selected Respondent to the satisfaction of the Owner, within its sole discretion.

The initial fee structure will be negotiated through the Feasibility Study/Schematic Design Phase. The selected Respondent, however, will be required to provide pricing information for all Phases specified in the Contract at the time of fee negotiation.

5) Selection Process and Selection Schedule Process

1) The OPM Selection Subcommittee is comprised of representatives from the School Building Committee, district administration, facilities management, school leadership, municipal government, the teaching staff, and community members. The Selection Subcommittee brings a diverse range of expertise in education, facilities management, municipal government, procurement, construction, engineering, and project oversight. Each response to the RFS will be received, reviewed, and scored individually by members of the Selection Subcommittee. The Chief Procurement Officer will review submissions for compliance with the minimum requirements of the RFS prior to evaluation by the Selection Subcommittee.

2) Identified reviewers must rank the Responses based on the weighted evaluation criteria identified in the RFS and must short-list a minimum of three Responses.

3) Each member of the Selection Subcommittee will score the firms selected to participate in the interview process using a standard evaluation form developed by the Committee. The interview evaluation will focus on the firm's qualifications, relevant project experience, approach to project management, understanding of the District's needs, key personnel, and ability to successfully deliver an MSBA-funded school building project. Following the interviews and completion of reference checks, the Selection Subcommittee will convene to discuss individual scoring rationales and establish a final ranking based on the combined results of the written proposal evaluation, reference checks, and interview scores. The highest-ranked firm will be recommended as the preferred candidate for contract negotiations.

4) The Owner will commence fee negotiations with the first-ranked selection. As part of the negotiation process, the Owner may require supporting documentation, including proposed staffing plans, fee breakdowns, hourly billing rates, reimbursable expense schedules, and any other information necessary to evaluate the reasonableness of the proposed compensation and scope of services.

5) If the Owner is unable to negotiate a contract with the first-ranked selection, the Owner will then commence negotiations with its second-ranked selection and so on, until a contract is successfully negotiated and approved by the Owner.

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6) The selected firm will be submitted to the MSBA for its approval.

7) The selected firm may be asked to participate in a presentation to the MSBA and/or submit additional documentation, as required by MSBA, as part of the MSBA approval process.

8) Should the owner receive less than three responses, the owner has the option to re-advertise. The Owner may also re-advertise if fee negotiations fail.

The following is a tentative schedule of the selection process, subject to change at the Owner’s & MSBA’s discretion.

RFS TIMELINE

October 7, 2026 RFS appears in Central Register of the Commonwealth of Massachusetts, The Lowell Sun & Commbuys

October 19, 2026 - 2:30 p.m. Mandatory informational meeting and walkthrough

October 21, 2026 - 12:00 p.m. Last day for questions from Respondents

October 28, 2026 Sealed responses due by 12:00 p.m.

November 5, 2026 Respondents short-listed Nov. 12, 2026 – Nov. 18, 2026 Interview and rank short-listed Respondents

November 26, 2026 Negotiate with selected Respondent December 9, 2026 Final selection submitted to the MSBA for review and approval January 4, 2027 Anticipated MSBA OPM Review Panel Meeting January 8, 2027 Anticipated execution of contract

The RFS may be obtained from:

Shawsheen Valley Regional Vocational Technical School District 100 Cook Street, Billerica, MA 01821

(978) 671-3665 julia.fentross@shawtech.org

On or after Wednesday, Oct. 7, 2026.

Any questions concerning this RFS must be submitted in writing to:

julia.fentross@shawtech.org

By 12:00 p.m. on Wednesday, Oct. 21, 2026.

Sealed Responses to the RFS for OPM services must be clearly labeled “Owner’s Project Management Services for Shawsheen Valley Regional Vocational Technical School District” and delivered to:

100 Cook Street, Billerica, MA 01821 no later than 12:00 p.m. on Wednesday, Oct. 28, 2026. The Owner assumes no responsibility or liability for late delivery or receipt of Responses. All responses received after the stated submittal date and time will be judged to be unacceptable and will be returned unopened to the sender.

6. Requirements for content of response:

Submit three (3) hard copies of the response to this RFS and one electronic version in PDF format on a USB flash drive. All responses shall be:

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• In ink or typewritten;

• Presented in an organized and clear manner;

• Must include the required forms in Attachment C;

• Must include all required Attachments and certifications;

• Must include the following information:

1. Cover letter shall be a maximum of two pages in length and include:

a. An acknowledgement of any addendum issued to the RFS.

b. An acknowledgement that the Respondent has read the RFS. Respondent shall note any exceptions to the RFS in its cover letter.

c. An acknowledgement that the Respondent has read the Contract for Project Management Services.

Respondent shall note any exceptions to the Contract for Project Management Services in its cover letter.

d. A specific statement regarding compliance with the minimum requirements identified in Item 4 of this RFS to include identification of registration, number of years of experience and where obtained (as supported by the resume section of Attachment C), as well as the date of the MCPPO certification. (A copy of the MCPPO certification must be attached to the cover letter).

e. A description of the Respondent’s organization and its history.

f. The signature of an individual authorized to negotiate and execute the Contract for Project

Management Services, in the form that is attached to the RFS, on behalf of the Respondent.

g. The name, title, address, e-mail and telephone number of the contact person who can respond to requests for additional information.

2. Selection Criteria: The response shall address the Respondent’s ability to meet the “Selection Criteria”

Section including submittal of additional information as needed. The total length of the Response (including Attachment C only but excluding Attachments A, B, D, and E) may not exceed twenty (20) single-sided numbered pages with a minimum acceptable font size of “12 pt” for all text.

Respondents may supplement this proposal with graphic materials and photographs that best demonstrate its project management capabilities of the team proposed for this project. Limit this additional information to a maximum of three 8½” x 11” pages, double-sided.

Required Certifications:

• Certification of Non-Collusion

• Certification of Tax Compliance

• Certificate of Authorization

• OSHA Training and Compliance

7. Payment Schedule and Fee Explanation:

The Owner will negotiate the fee for services dependent upon an evaluation of the level of effort required, job complexity, specialized knowledge required, estimated construction cost, comparison with past project fees, and other considerations. As construction cost is but one of several factors, a final construction figure in excess of the initial construction estimate will not, in and of itself, constitute a justification for an increased OPM fee.

8. Other Provisions A. Public Record All responses and information submitted in response to this RFS are subject to the Massachusetts Public Records Law, M.G.L. c. 66, § 10 and c. 4, § 7(26). Any statements in submitted responses that are inconsistent with the provisions of these statutes shall be disregarded.

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B. Waiver/Cure of Minor Informalities, Errors and Omissions The Owner reserves the right to waive or permit cure of minor informalities, errors or omissions prior to the selection of a Respondent, and to conduct discussions with any qualified Respondents and to take any other measures with respect to this RFS in any manner necessary to serve the best interest of the Owner and its beneficiaries.

C. Communications with the Owner

The Owner’s Procurement Officer for this RFS is:

Julia Fentross, Procurement Officer Shawsheen Valley Regional Vocational Technical School District 100 Cook Street, Billerica, MA 01821

(978) 671-3665 julia.fentross@shawtech.org

Respondents that intend to submit a response are prohibited from contacting any of the Owner’s staff other than the Procurement Officer. An exception to this rule applies to Respondents that currently do business with the Owner, but any contact made with persons other than the Procurement Officer must be limited to that business, and must not relate to this RFS. In addition, such respondents shall not discuss this RFS with any of the Owner’s consultants, legal counsel or other advisors. FAILURE TO OBSERVE THIS RULE

MAY BE GROUNDS FOR DISQUALIFICATION.

D. Costs

Neither the Owner nor the MSBA will be liable for any costs incurred by any Respondent in preparing a response to this RFS or for any other costs incurred prior to entering into a Contract with an OPM approved by the MSBA.

E. Withdrawn/Irrevocability of Responses

A Respondent may withdraw and resubmit their response prior to the deadline. No withdrawals or re-submissions will be allowed after the deadline.

F. Rejection of Responses, Modification of RFS The Owner reserves the right to reject any and all responses if the Owner determines, within its own discretion, that it is in the Owner’s best interests to do so. This RFS does not commit the Owner to select any Respondent, award any contract, pay any costs in preparing a response, or procure a contract for any services. The Owner also reserves the right to cancel or modify this RFS in part or in its entirety, or to change the RFS guidelines. A Respondent may not alter the RFS or its components.

G. Subcontracting and Joint Ventures Respondent’s intention to subcontract or partner or joint venture with other firm(s), individual or entity must be clearly described in the response.

H. Validity of Response Submitted responses must be valid in all respects for a minimum period of ninety (90) days after the submission deadline.

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ATTACHMENTS:

• Attachment A: Statement of Interest

• Attachment B: Contract for Owner’s Project Management Services

• Attachment C: OPM Application Form – March 2017

• Attachment D: Enrollment Letter and Enrollment Certification

• Attachment E: Required Certifications

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ATTACHMENT A

Statement of Interest

(District to Attach)

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ATTACHMENT B

MSBA Standard Contract

(Design/Bid/Build or CM-at-Risk)

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ATTACHMENT C

Owner’s Project Manager Application Form – March 2017

1.Project Name/Location for Which Firm is Filing:

1a. MSBA Project Number:

2a. Respondent, Firm (Or Joint-Venture) - Name And Address Of Primary Office To Perform The Work:

2b. Name And Address Of Other Participating Offices Of The Prime Applicant, If Different From Item 3a Above:

2c. Date Present And Predecessor Firms Were Established: 2d. Name And Address Of Parent Company, If Any:

2e. Federal ID #:

2f. Name of Proposed Project Director:

3. Personnel From Prime Firm Included In Question #2 Above By Discipline (List Each Person Only Once, By Primary Function -- Average Number Employed Throughout The Preceding 6 Month Period. Indicate Both The Total Number In Each Discipline):

Admin. Personnel Cost Estimators Other Architects Electrical Engrs.

Acoustical Engrs. Environmental Engrs.

Civil Engrs. Licensed Site Profs.

Code Specialists Mechanical Engrs.

Construction Inspectors

Total

4. Has this Joint-Venture previously worked together? Yes No

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5. List ONLY Those Prime and Sub-Consultant Personnel identified as Key personnel in the Response to Request for Services. This Information Should Be Presented Below In The Form Of An Organizational Chart modified to fit the firm’s proposed management approach. Include Name of Firm And Name Of The Person:

CITY/TOWN/DISTRICT

Prime Consultant(s) Project Director and Project Manager

Schematic Design/Design Development

Construction Phase

Name of Project Representative (Title must appear as “Project

Representative”)

Sub-consultant

Revised January 2026

6. Brief Resume for Key Personnel ONLY as indicated in the Request for Services. Resumes Should Be Consistent With The Persons Listed On The Organizational Chart In Question # 5.

Additional Sheets Should Be Provided Only As Required For The Number Of Key Personnel And They Must Be In The Format Provided. By Including A Firm As A Subconsultant, The Prime Applicant Certifies That The Listed Firm Has Agreed To Work On This Project, Should The Team Be Selected.

a. Name And Title Within Firm: a. Name And Title Within Firm:

b. Project Assignment: b. Project Assignment:

c. Name And Address Of Office In Which Individual Identified In 6a Resides: c. Name And Address Of Office In Which Individual Identified In 6a Resides:

d. Years Experience: With This Firm: With Other Firms:

d. Years Experience: With This Firm: With Other Firms:

e. Education: Degree(s) /Year/Specialization e. Education: Degree(s) /Year/Specialization

f. Date of MCPPO Certification: f. Date of MCPPO Certification:

g. Applicable Registrations and Certifications : g. Applicable Registrations and Certifications:

h. Current Work Assignments And Availability For This Project (availability should be identified as a percentage: eg: “As of 5/30, 50% available”):

h. Current Work Assignments And Availability For This Project (availability should be identified as a percentage: eg: “As of 5/30, 50% available”):

i. Other Experience And Qualifications Relevant To The Proposed Project: (Identify OPM Firm By Which Employed, If Not Current Firm. Please distinguish between OPM work and any design work performed by the firm.):

i. Other Experience And Qualifications Relevant To The Proposed Project: (Identify OPM Firm By Which Employed, If Not Current Firm. Please distinguish between OPM work and any design work performed by the firm.):

7a Past Performance: List all Completed Projects, in excess of $1.5 million, for which the Prime Applicant has performed, or has entered into a contract to perform Owner’s Project Management Services for all Public Agencies within the Commonwealth within the past 10 years.

a. Project Name And Location Project Director

b. Brief Description Of Project And Services (Include Reference To Areas Of Similar Experience)

c. Project Dollar Value

d. Completion Date (Actual Or Estimate)

e. On Time (Yes Or No)

f. Original Construction Contract Value

g. Change Orders

h. Number of Accidents and Safety Violations

i. Dollar Value of any Safety fines

j. Number And Outcome Of Legal Actions

(1)

(2)

(3)

(4)

(5)

7b.

(cont)

Past Performance: Provide the following information for those completed Projects listed above in 7a for which the Prime Applicant has performed, or has entered into a contract to perform Owner’s Project Management Services for all Public Agencies within the Commonwealth within the past 10 years.

a. Project Name And Location Project Director

b. Original Project Budget

c. Final Project Budget

d. If different, provide reason(s) for variance

e. Original Project Completion

e. Actual Project Completion On Time (Yes or No)

f. If different, provide reason(s) for variance.

(1)

(2)

(3)

(4)

(5)

Revised January 2026 Page 23 of 27

8. Capacity: Identify all current/ongoing Work by Prime Applicant, Joint-Venture Members or Sub-consultants. Identify project participants and highlight any work involving the project participants identified in the response.

Project Name And Location Project Director

b. Brief Description Of Project And Services (Include Reference To Areas Of Similar Experience)

c. Original Project Budget

d. Current Project Budget

d. Project Completion Date

e. Current forecast completion date

On Time (Yes Or No)

f. Original Construction Contract Value

g. Number and dollar value of Change Orders

h. Number and dollar value of claims

1.

2.

3.

4.

5.

6.

7.

8.

Revised January 2026 Page 24 of 27

9. References: Provide the following information for completed and current Projects listed above in 7 and 8 for which the Prime Applicant has performed, or has entered into a contract to perform Owner’s Project Management Services for all Public Agencies within the Commonwealth within the past 10 years.

a. Project Name And Location Project Director

Client’s Name, Address and Phone Number. Include Name of Contact Person

Project Name And Location Project Director

Client’s Name, Address and Phone Number. Include Name of Contact Person

Project Name And Location Project Director

Client’s Name, Address and Phone Number. Include Name of Contact Person

1) 5) 9)

2) 6) 10)

3) 7) 11)

4) 8) 12)

Revised January 2026 Page 25 of 27

9. Use This Space To Provide Any Additional Information Or Description Of Resources Supporting The Qualifications Of Your Firm And That Of Your Sub-consultants. If Needed, Up To Three, Double-Sided 8 ½” X 11” Supplementary Sheets Will Be Accepted. APPLICANTS ARE REQUIRED TO RESPOND SPECIFICALLY IN THIS SECTION TO THE AREAS OF EXPERIENCE

REQUESTED.

10. I hereby certify that the undersigned is an Authorized Signatory of Firm and is a Principal or Officer of Firm. The information contained in this application is true, accurate and sworn to by the undersigned under the pains and penalties of perjury.

Submitted By Printed Name And Title Date (Signature)

Revised January 2026 Page 26 of 27

ATTACHMENT D

Enrollment Letter and Enrollment Certification

(District to Attach)

Revised January 2026 Page 27 of 27

ATTACHMENT E

Required Certifications

(To be developed by the Owner)