ST2127 CIP412 PMCM RFQ for CMR Project electronic submittal 1.pdf

Form No. CIP4.1.2 1 PM/CM RFQ for CM@R Projects

Revised December 23, 2024 (jfb)

REQUEST FOR STATEMENT OF QUALIFICATIONS FOR

PROJECT MANAGEMENT/CONSTRUCTION MANAGEMENT (PM/CM) SERVICES FOR

CONSTRUCTION MANAGER AT RISK PROJECT

Project Name: Pecos Road – Lindsay Rd to Val Vista Dr, and Pecos and Auto Way Signal

CIP Project Number: ST2127 & TS1981

Contract Number: 327000006

1.0 REQUEST FOR QUALIFICATIONS

The Town of Gilbert invites qualified project management/construction management (PM/CM) firms experienced with the Construction Manager at Risk (CM@R) project delivery method to submit a Statement of Qualifications (SOQ) for the above referenced project.

Solicitation Transparency Policy: Beginning on the date this Solicitation is issued and continuing until either the date a contract is awarded or this Solicitation is withdrawn by Gilbert, all persons or entities who respond or intend to respond to this Solicitation, including without limitation their employees, agents, representatives, partners, subcontractors, consultants, joint venturers, members, lobbyists, or attorneys (collectively, “Proposers”), shall only discuss matters associated with this Solicitation with the Procurement Officer designated in this Solicitation and shall not have any direct or indirect contact about this Solicitation with any other Town staff or

Town official, including, without limitation, members of the evaluation panel, the Town

Manager, Assistant Town Managers, the Mayor, or any member of the Gilbert Town Council.

As long as the subject matter of the Solicitation is not discussed, Proposers may continue to conduct business with Gilbert.

Notwithstanding the foregoing, Proposers may discuss this Solicitation with the Mayor or a member of the Gilbert Town Council, provided such meetings are scheduled through the

Procurement Officer listed on this Solicitation, conducted in person at Gilbert Civic Center, Town Hall Administration Building, 50 East Civic Center Drive, Gilbert, Arizona 85296, and are posted as open meetings by the Town Clerk at least twenty‐four (24) hours prior to the scheduled meetings. The posted notice shall identify the participants and the subject matter, as well as invite the public to participate.

This policy is intended to create a level playing field for all Proposers, assure that contracts are awarded in public, and protect the integrity of the selection process. Proposers who violate this policy shall be disqualified from participating in this Solicitation.

2.0 INSTRUCTIONS

Sealed Statements of Qualifications will be received electronically via the Town of Gilbert electronic bidding platform (link provided below) until 12:00 p.m. Arizona Local Time, October 6, 2026 The SOQ shall consist of a single .pdf document that is PC readable and not password protected. Any Statement of Qualifications not received electronically via the

Town of Gilbert electronic bidding platform will not be accepted. It is the firm’s responsibility to assure Statements of Qualifications are received as provided herein on or before the specified time.

Form No. CIP4.1.2 2

Revised December 23, 2024 (jfb)

The SOQ shall include a one-page cover letter plus a maximum of twelve (12) pages to address the SOQ criteria specified (including organization chart), plus Appendix A.

Project specific Town of Gilbert electronic bidding platform:

https://gateway.app.e-builder.net/app/bidders/landing?accountid=3c1a5940-f22f-437a-8d5a-

97bb70b62547&projectid=7eca7e53-435d-4580-beee-9d5c1dd8c48d&bidpackageid=f6aa3fa3-

0411-4915-9879-df08b60dc2ff

Please be advised that failure to comply with the following criteria will result in disqualification:

• Receipt of submittal by the cut-off date and time specified.

• Receipt of submittal at the proper location within the Town of Gilbert electronic bidding platform.

• Adherence to maximum page requirements.

• Acknowledgement of all addenda in the cover letter.

• Supplemental resumes are not allowed.

Adherence to the maximum page criteria is critical; each page side (maximum 8-1/2” x 11”) with criteria information will be counted. Pages and tabs that have photos, charts, graphs or criteria information will be counted towards the maximum number of pages. The minimum allowable font size shall be 11.

A pre-submittal conference will be held on September 15, 2026 at 10:00 a.m. Arizona Local Time via Microsoft Teams:

https://teams.microsoft.com/meet/298568186168089?p=7N3Paq9W9

6YKKCzD4P

Attendance at this meeting is not mandatory but it is highly recommended since vital information necessary to the understanding of the Project and the selection process will be discussed.

3.0 GENERAL DESCRIPTION OF PROJECT

GILBERT intends to design and construct a pavement reconstruction of Pecos Road from Val

Vista Drive to Lindsay Road. Project includes ADA improvements at all intersections, replacing pavers in crosswalks, upgrading ramps, driveways, right turn lanes, new streetlights, sewer and waterline stub outs, geotechnical investigations of subgrade, and work required based on the evaluation. Project will also include the design and Installation of a minor arterial traffic signal at the intersection of Pecos Road and Auto Way / Sailors Way, and connection to the signal system.

In addition, the southbound approach will consider dual egress lanes, the northbound and southbound alignment will be reviewed, and right turn lanes in the east and westbound directions will be evaluated, as well as positive offsets.

https://gateway.app.e-builder.net/app/bidders/landing?accountid=3c1a5940-f22f-437a-8d5a-97bb70b62547&projectid=7eca7e53-435d-4580-beee-9d5c1dd8c48d&bidpackageid=f6aa3fa3-0411-4915-9879-df08b60dc2ff https://gateway.app.e-builder.net/app/bidders/landing?accountid=3c1a5940-f22f-437a-8d5a-97bb70b62547&projectid=7eca7e53-435d-4580-beee-9d5c1dd8c48d&bidpackageid=f6aa3fa3-0411-4915-9879-df08b60dc2ff https://gateway.app.e-builder.net/app/bidders/landing?accountid=3c1a5940-f22f-437a-8d5a-97bb70b62547&projectid=7eca7e53-435d-4580-beee-9d5c1dd8c48d&bidpackageid=f6aa3fa3-0411-4915-9879-df08b60dc2ff https://teams.microsoft.com/meet/298568186168089?p=7N3Paq9W96YKKCzD4P https://teams.microsoft.com/meet/298568186168089?p=7N3Paq9W96YKKCzD4P

Form No. CIP4.1.2 3

Revised December 23, 2024 (jfb)

The Preliminary Project Description is attached. One contract may be awarded. One firm may be awarded the contract. There will be a single final list of at least three and not more than five firms.

4.0 SCOPE OF WORK

The project consists of design and construction oversight of the Architect/Engineer and CM@R selected for the project. The responsibilities of the PM/CM are set forth in the attached Pro forma contract for PM/CM services (Form 4.1.4) and PM/CM Scope of Work (Form 4.1.5). The total program budget for the project is approximately $18,396,000 including internal and external costs.

5.0 SOQ FORMAT AND SCORING

The SOQ shall be formatted and scored as follows:

MANAGEMENT MAXIMUM SCORE

Project Understanding and Management Approach 25

Schedule and Cost Control Ability 10

Quality Control Ability 5

EXPERIENCE

PM/CM Firm Experience and Capability for Work 10

Proposed Project Manager 25

Proposed Project Staff 10

REFERENCES

References (Past performance verification) 15

Total Maximum Points 100

6.0 SELECTION PROCESS

6.1 Selection Committee: A Selection Committee will review the Statements of

Qualifications and develop a final list with a minimum of three (3) firms based on the included “Evaluation Criteria”. The criteria to be used to determine the order of firms on the final list are set forth in Section 5.0. The firms appearing on the final will be invited to participate in an interview with the Selection Committee. Final selection will be based upon ordinal scores from the interviews alone. Each firm will then be ranked accordingly. In the event of a tie, total points from the interviews will be utilized as a tie-breaker.

6.2 Contract Negotiation: Upon completion of the final rankings, GILBERT will enter into negotiations with the highest ranked firm for a project management/construction management services contract for the Project. If a contract cannot be successfully

Form No. CIP4.1.2 4

Revised December 23, 2024 (jfb) negotiated with the highest ranked firm, then negotiations will be terminated with that firm and GILBERT will enter into negotiations with the next highest ranked firm until an agreement is reached or an impasse is declared.

6.3 Selection Policy: It is GILBERT’s policy that design services and project/construction management services on this project be accomplished by different Firms. As such, if a

Firm is selected to provide architect/engineering services or as a subconsultant to the architect/engineer, it will not be eligible to provide the project management/construction management services on the Project. Likewise, if a Firm is selected to provide project management/construction management services, it will not be eligible to provide the design services on the Project. Different firms sharing common ownership shall not be accepted.

6.4 Key Personnel: The Firm shall ensure that Key Personnel identified in its SOQ shall be the Key Personnel assigned to the project. Such Key Personnel shall not be replaced without prior written acceptance of GILBERT. Unauthorized replacements will result in disqualification of the proposal or breach of the PM/CM agreement.

7.0 CONTENTS OF SOQ

Statements of qualifications shall be scored in accordance with Section 5.0 and contain the following information:

7.1 Project Understanding and Management Approach: Response must demonstrate your comprehension of the objectives and services for the proposed project management/construction management contract. Do not merely duplicate the Anticipated

Scope of Work described in this Request for Qualifications (RFQ).

• Describe and demonstrate your firm’s/team’s comprehension of the goals and objectives of this project.

• Describe your proposed team’s approach to managing this project.

• Discuss whether the statement of services is sufficiently explicit for the proposed work.

• Discuss the major issues your team has identified on this project and how you intend to address those issues.

• Define any assumptions made in formulating criteria response.

7.2 Schedule and Cost Control Ability: Response must demonstrate firm’s ability to manage schedule and budget of the Architect/Engineer and CM@R throughout the preconstruction and construction phases of the project. Describe the method(s) your proposed team will employ for this project.

7.3 Quality Control Ability: Response must demonstrate firm’s ability to provide quality control oversight of the Architect/Engineer and CM@R throughout the preconstruction and construction phases of the project. Describe the method(s) your proposed team will employ for this project.

Form No. CIP4.1.2 5

Revised December 23, 2024 (jfb)

7.4 Firm Experience and Capability For Work: SOQ’s shall list up to five (5) projects including Design-Build and CM@R projects awarded to your firm for project management/construction management services in Arizona during the last three years.

For each project provide the project description, client name and contact, award date (note if pending), construction costs, status of completion, and estimated completion date. As part of the selection process, GILBERT will consider the size and complexity of the project under consideration, the resource investment of the firm in other current projects, and the amount of previous work recently performed.

Provide an organization chart showing key personnel identified in 7.5 and 7.6 below. The chart shall indicate lines of authority, points of contact, and percentage of weekly times that each individual will be committed to this project.

7.5 Proposed Project Manager: Response must name the Project Manager directly responsible and engaged in the work. Describe the work to be performed and detail the project manager’s specific qualifications and experience directly related to the proposed project management/construction management contract. A response prepared specifically for this proposal is required. Focus on the proposed project manager’s specific duties and responsibilities and how project experience is relevant to the proposed contract.

• Identify the employer.

• Include Professional Registrations if applicable.

• Indicate length of time with firm.

• Indicate state of residency.

• Describe the individuals’ qualifications in terms of education and experience, including project/construction managerial experience and any particular style and skills that will benefit this project. Emphasize alternative project delivery experience.

• List a minimum of three similar projects in scope and complexity for which the individual has had project/construction managerial responsibility.

• List professional references (contact persons and telephone numbers) for the projects listed above.

• Discuss both current and potential time commitments of the proposed Project

Manager to all clients.

7.6 Proposed Project Staff: Response shall name the key staff from the firm, and its subconsultants, who will perform the functions deemed necessary to accomplish the project management/construction management services for the proposed project. Describe the work to be performed by each key staff member and detail their specific qualifications and experience directly related to the proposed project management/construction management services contract. A response prepared specifically for this proposal is required. Focus on the individuals’ specific duties and responsibilities and how project experience is relevant to the proposed contract. For each key staff member of the firm and its consultants who will be involved in the project provide the information requested below.

Form No. CIP4.1.2 6

• Identify the employer.

• Include Professional Registrations if applicable.

• Indicate length of time with firm.

• Indicate state of residency.

• Identify the staff members’ responsibility on the proposed project.

• Describe the individuals’ qualifications in terms of education and experience, including project/construction managerial experience and any particular style and skills that will benefit this project.

• List a minimum of two similar projects for which the individual has had similar responsibility.

• List professional references (contact persons and telephone numbers) for the projects identified above.

• Discuss both current and potential time commitments of the key staff members to all clients.

8.0 PAST PERFORMANCE VERIFICATION FORM (PPVF)

GILBERT desires to receive feedback on past performance of your projects. Mail or fax a copy of the attached Past Performance Verification Form to Public/Private Agencies, for which you have substantially completed similar work, to fill out a copy of the PPVF for three (3) similar projects. Provide this form to the Owner, or Owner’s representative, directly responsible for oversight of the project to complete and submit via mail or fax prior to the date and time listed on the form. If your firm has completed previous similar work for the Town of Gilbert it is recommended that you utilize this experience. If your firm has not completed prior projects with

GILBERT you will not be penalized.

Please list the agency or firm name, address, phone number and contact information for the

Agency that will be providing the Past Performance Verification Form on attached Exhibit A and include as an appendix to the SOQ. Past Performance Verification Forms will only be accepted from the Agencies listed on Exhibit A.

Zero points will be awarded for projects:

• If Exhibit A is not included in the SOQ.

• If a PPVF is received after the date and time specified on the form.

• If a project is not listed on Exhibit A.

• If a project submitted is not substantially complete.

• If the firm submitting was not the prime project manager/construction manager.

• If the person responding was not directly responsible for project oversight.

Form No. CIP4.1.2 7

Revised December 23, 2024 (jfb)

It is the responsibility of the firm submitting the SOQ to ensure that GILBERT receives all of the Past Performance Verification Forms prior to the deadline.

9.0 TOWN OF GILBERT CONTACT

Questions shall be submitted via the Town’s electronic bidding platform only. Questions must be received by 5:00 p.m. Arizona Local Time on September 22, 2026 so that response may be posted as an addendum to the RFQ.

10.0 TERMS AND CONDITIONS

This RFQ does not commit GILBERT to award a contract, to defray any costs incurred in the preparation of a response to this request, or to procure or contract for services.

10.1 GILBERT reserves the right to extend the date by which the submittals are due.

10.2 GILBERT reserves the right to cancel, in part or in its entirety, this RFQ including but not limited to: selection schedule, submittal date, and submittal requirements. If GILBERT cancels or revises the RFQ, such action shall be published as an addendum to the RFQ.

10.3 All submittals become the property of GILBERT. Except for the name of firms on the final list, no information contained in a Statement of Qualifications shall be made public until after award and execution of a contract with a PM/CM firm.

10.4 GILBERT reserves the right to request additional information and/or clarifications from any or all Respondents to this RFQ.

11.0 EQUAL OPPORTUNITY

GILBERT is an equal opportunity employer. Minority and women’s business enterprises are encouraged to submit Statements of Qualifications on the Project.

12.0 PROTEST POLICY

The protest policy of the Town of Gilbert is attached.

Firms shall confirm receipt of all addenda issued to this RFQ in its cover letter submitted with its Statement of Qualifications. It is the Firm’s sole responsibility to confirm receipt of all addenda issued to the RFQ. Failure to do so will result in the proposal being declared non-responsive. Firms will NOT be notified of addenda. If addenda are issued they will be published on the Town of Gilbert electronic bidding platform at:

https://gateway.app.e-builder.net/app/bidders/landing?accountid=3c1a5940-f22f-437a-8d5a-

97bb70b62547&projectid=7eca7e53-435d-4580-beee-9d5c1dd8c48d&bidpackageid=f6aa3fa3-

0411-4915-9879-df08b60dc2ff https://gateway.app.e-builder.net/app/bidders/landing?accountid=3c1a5940-f22f-437a-8d5a-97bb70b62547&projectid=7eca7e53-435d-4580-beee-9d5c1dd8c48d&bidpackageid=f6aa3fa3-0411-4915-9879-df08b60dc2ff https://gateway.app.e-builder.net/app/bidders/landing?accountid=3c1a5940-f22f-437a-8d5a-97bb70b62547&projectid=7eca7e53-435d-4580-beee-9d5c1dd8c48d&bidpackageid=f6aa3fa3-0411-4915-9879-df08b60dc2ff https://gateway.app.e-builder.net/app/bidders/landing?accountid=3c1a5940-f22f-437a-8d5a-97bb70b62547&projectid=7eca7e53-435d-4580-beee-9d5c1dd8c48d&bidpackageid=f6aa3fa3-0411-4915-9879-df08b60dc2ff

Form No. CIP4.1.2 8

Attachments:

Exhibit A: Past Performance Verification Evaluation Submittals (Form CIP1.1.1)

Past Performance Verification Form (Form CIP1.1.1)

Preliminary Project Description (Form CIP1.1.2)

PM/CM services contract for CM@R Project (Form CIP4.1.4)

PM/CM services Scope of Work for CM@R Project (Form CIP4.1.5)

Protest Policy