PEWITT CONSOLIDATED INDEPENDENT SCHOOL DISTRICT
PEWITT CONSOLIDATED INDEPENDENT SCHOOL DISTRICT
REQUEST FOR QUALIFICATIONS FOR ARCHITECTURAL AND ENGINEERING SERVICES
Submittals Due August 28, 2015 4:00 p.m.
Notice to Proposers The Pewitt Consolidated Independent School District is requesting statements of qualifications for Architectural and Engineering services. Submittals should be addressed to: Pewitt Consolidated Independent School District Andy Reddock, Superintendent P.O. Box 1106 Omaha, Texas 75571
Submittals will be received at the Administration Building, Business Office, U.S. Hwy 67 West, Omaha, Texas 75571 until August 28, 2015 at 4:00 p.m. Submittal envelopes should be plainly marked: RFQ Architectural and Engineering Services, Due August 28, 2015. Any submittal received later than the specified time, whether delivered in person or mailed shall be disqualified. The Pewitt Consolidated Independent School District will not be responsible for delivering mail from the post office. The Pewitt Consolidated Independent School District will not be responsible for submittals delivered to any location other than the one specified above. Firms are encouraged to hand deliver submittals well ahead of submittal opening time. The district, through its duly authorized constituted officials, reserves the right to reject any, part of any or all submittals, to accept any submittal deemed most advantageous to the Pewitt Consolidated Independent School District based on qualifications and demonstrated competence and to waive any informalities. The District reserves the right to hold all qualification statements for ninety (90) days from the receipt date without action. Pewitt Consolidated Independent School District is a public entity subject to the provisions of the Texas Public Information Act (Tex. Govt. Code Ch. 552). Responses to this invitation may be subject to release as public information unless the response or specific parts of the responses are exempted from public disclosure under such Act. The firm must stamp in bold red letters the term “CONFIDENTIAL” or “PROPRIETARY” on every page of any part of a qualification that the firm claims is confidential or proprietary. All qualifications and parts of qualifications that are not marked as confidential or proprietary will be considered public information after the submittal is opened. The District assumes no liability or responsibility for release of any information not properly marked. In the event that the District receives a request for disclosure of material marked “confidential” or “proprietary”, the District may request an opinion from the Texas Attorney
General concerning whether such material must be disclosed. Copyrighted qualifications are unacceptable and will be disqualified as non-responsive. The firm shall be responsible for any cost incurred in the preparation of qualifications and participation in the evaluation process. There is no expressed or implied obligation by Pewitt Consolidated Independent School District to reimburse any individual or firm for any costs incurred in preparing or submitting qualifications, for providing additional information when requested by Pewitt Consolidated Independent School District or for participating in any selection demonstration/interviews, including discovery (pre-contract negotiations) and contract negotiations. The statement of qualifications may be withdrawn or revised prior to the scheduled time for opening, provided request for such withdrawal is received in writing before the time set for opening. Any interlineation, alteration, or erasure made before receiving time must be initialed and dated by the signer of the submittal, guaranteeing authenticity. The District’s intent is to review and evaluate all qualifications in accordance with the criteria articulated in ATTACHMENT “B”. Even though specific project information is required as a part of ATTACHMENT “A”, firms are encouraged to provide additional information that will be utilized during the evaluation process. Professional brochures containing information such as past and current projects, personnel resumes, and organizational history, are strongly encouraged. The District’s intent is to select an architectural / engineering firm or firms, based on individual firm qualifications for selected architectural / engineering services as indicated on ATTACHMENT “C”. Once selected by the District, the selected firm(s) will be eligible to provide architectural / engineering services for the District. Selection to provide architectural / engineering services as a result of this solicitation does not guarantee or deny future architectural / engineering work with the District. Based on the Scope of Work and needs of the District, the District will select a firm(s) and will negotiate a contract with the selected firm(s). The District’s intent is to negotiate and utilize contract AIA B101-2007, with modifications, at a fair and reasonable fee. If the District is unable to reach a contract agreement with the selected firm, the District will terminate further discussions and proceed to the next firm deemed most appropriate for the applicable work. All contract revisions and approvals are subject to approval by the district’s legal counsel and the PCISD Board of Trustees.
Tentative Timeline:
Advertise solicitation: The Naples Monitor - Weeks of July 27, 2015 and August 3, 2015
Request for Qualifications released and posted:
Deadline for questions/clarifications:
Submissions due to PCISD:
Evaluation of submissions
Possible recommendation to Board:
Possible Board approval:
Notify successful firm and begin negotiations:
Target date for firm contract: INSTRUCTIONS TO PROVIDERS 1. Firms shall submit five (5) statements of qualifications, one marked “original” and four (4) copies. All submittals shall be the property of PCISD and will not be returned. 3. Firms shall submit their statement of qualifications endorsed in blue ink with the names of the providers for the submittal and enclosed in an opaque sealed envelope, clearly marked RFQ for Architectural and Engineering Services. They may be addressed or delivered in person to Andy Reddock, Superintendent, P.O. Box 1106, U.S. Hwy 67 West, Omaha, Texas 75571, prior to August 28, 2015. No electronic submittals will be accepted or considered. The submittals are to be submitted and signed longhand in blue ink. Failure to comply with this instruction could be cause for disqualification of this submittal. 4. Submittals which are not signed by individuals making them shall have attached thereto a Power of Attorney evidencing authority to sign the submittal in the name of the person for whom it is signed. 5. Submittals which are signed for a partnership shall be signed longhand in blue ink by all partners or by an attorney in fact. If signed by an attorney in fact, there shall be attached to the submittal a Power of Attorney evidencing authority to sign the submittal executed by the partners. 6. Submittals which are signed for a corporation shall have the correct corporate name thereof and the signature of the president or other authorized officers of the corporation signed longhand in blue ink written below the corporate name. 7. If a vendor contemplating submitting a statement of qualifications is in doubt as to the true meaning of any part of the specifications or contract documents, he may submit a written request for an interpretation thereof to Andy Reddock, Superintendent, P.O. Box 1106, U.S. Hwy 67 West, Omaha, Texas 75571. Each person submitting a written request for an interpretation will be responsible for its prompt delivery at least ten (10) days prior to the submittal due date. The Pewitt Consolidated Independent School District will not be responsible for any other explanation or interpretation of the proposed documents.
8. The Pewitt Consolidated Independent School District is exempt from taxation under the Sales Tax and Use Tax Laws, and the provider shall not include such taxes. 9. Firm’s attention is called to the statutory requirements of the State of Texas relative to licensing of corporation organized under the laws of any other state.
Architectural and Engineering Services Request for Qualifications The Pewitt Consolidated Independent School District is receiving Request for Qualifications (RFQ) for selected architectural and engineering services in compliance with Government Code 2254. The Pewitt Consolidated Independent School District Board of Trustees has begun a strategic planning initiative that should provide a long range plan relative to the educational needs for the community. As part of the strategic planning, the District would like to begin long range planning for its facilities. This plan would be used, potentially, to call a general bond election for renovations, additions, and new school construction for Pewitt Consolidated schools within the next few years. Pewitt Consolidated ISD will receive statements of qualifications from qualified architectural / engineering firms in an effort to select a firm(s) to produce and finalize a Long Term Facility Planning Needs Study which will include specific facility design data, educational facilities programming and educational presentation materials for the District. All materials produced will be used by the District to communicate the Long Term Strategic Facility Planning Needs to the citizens of the Pewitt Consolidated community. The selected firm will also be called to plan, review and/or certify various projects as needed throughout the term of the contract. These projects may or may not be part of the long range facility plan. Additionally, any firm selected may be required to assist in planning for a bond election. A list of the Specific Project Scope of Work for this RFQ is included in ATTACHMENT “C”. The District reserves the right to adjust the Scope of Work and completion schedule at any time based on district budget and current district needs. Each respondent will be asked to complete a questionnaire, which illustrates the firm’s information, experience, financial information, available services, and references. Firms desiring to be considered are asked to provide all information requested in Attachment “A”. A panel made up of the Pewitt Consolidated ISD Administration will evaluate this information. This panel may then select a firm or firms to be recommended to the Board of Trustees. The Board will select a firm or firms, based on qualifications, to perform professional services as per the Scope of Work included in Attachment “C”.
ATTACHMENT A REQUEST FOR INFORMATION / QUALIFICATION FOR ARCHITECTURAL SERVICES 1.
GENERAL INFORMATION Date __________________________________________________ Firm ___________________________________________________ Address ________________________________________________ City____________________________________________________ Contact Person(s) – limited to two persons per firm/application Name __________________________________________________ Title ___________________________________________________ Telephone ______________________________________________ Fax ____________________________________________________ Internet/Email address _____________________________________ Texas Registration Number _________________________________ Name __________________________________________________ Title ____________________________________________________ Telephone ______________________________________________ Fax ____________________________________________________ Internet/Email address _____________________________________ Texas Registration Number _________________________________
Type of Organization:
_____ Sole proprietorship (individual)
_____ Partnership
_____ Professional corporation
_____ Corporation
_____ Joint venture
_____ Other
2.
QUALIFICATION STATEMENT
In a 100 words or less statement, please describe what makes your firm uniquely qualified to provide, Architectural bond programming services, including any superior qualifications. (You may attach a separate page for this.) ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________
3.
FIRM BACKGROUND AND STAFF
Year present firm established _____________________________ Name of parent company, if any ______________________________________ Address _________________________________________________________ List of principals of firm: ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ _ Former company name(s), if any, and year(s) established: Name ______________________________________ Year ________________ Name ______________________________________ Year ________________ Name ______________________________________ Year ________________ Number of employees in firm ______________________ Total of employees in firm (all office locations) __________ Who will be your designated representative assigned to PCISD? (attach resume) ________________________________________________________________ Who is the senior member of the firm assigned to PCISD? (attach resume) ________________________________________________________________ Number of persons with firm:
Architects ___ Engineers ___ Draftsmen ___ Administration ___ 4.
PROFESSIONAL SERVICES (DISCIPLINES) PROVIDED BY FIRM Please check all services applicable to your firm. ___ Predesign, Facility Studies ___ Architectural ___ Mechanical engineering ___ Electrical engineering ___ Structural engineering ___ Acoustical architectural ___ Civil engineering ___ Technology ___ Landscape design ___ Construction Administration ___ Other
Summarize services provided to the owner as part of the basic services for Bond Program Planning (you may attach a separate page for this). ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________
Has your firm provided Architectural services for K-12 school districts? ____ Yes
____ No
Describe the manner in which the firm will work with the district to define the Bond Program Planning Services as requested by the district. ________________________________________________________________ ________________________________________________________________ ________________________________________________________________
Other advantages offered by the firm that would be of benefit to the school district (you may attach a separate page for this). ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Describe expertise and experience your firm offers in the design of technology infrastructure or design of schools for the 21st century school (you may attach a separate page for this). ________________________________________________________________ ________________________________________________________________
5.
PROFESSIONAL LIABILITY INSURANCE
Describe limits per project ___________________________________________ Describe limits in aggregate _________________________________________ Describe umbrella coverage limits _____________________________________ Describe deductible ________________________________________________ Have you had claims asserted against you within the last five years? _________ If yes, provide details of each claim. ________________________________________________________________ ________________________________________________________________ ________________________________________________________________
6.
EXPERIENCE PROFILE
State number of firm’s school projects and school construction dollars for each of the following years: 2012
_______ No. School Projects
$_________________
2013
_______ No. School Projects
$_________________
2014
_______ No. School Projects
$_________________
2015
_______ No. School Projects
$_________________
7.
SPECIALIZED SERVICES/SUPPLEMENTAL SERVICES
Check the services your firm will provide with in-house professional expertise or will require out sourced services: Out Sourced
In House
Americans with Disabilities Act audit/review ADA
____
____
Acoustical evaluation
____
____
Architectural Long Range Facility Planning
____
____
Bond Planning Services
____
____
Demographic Services
____
____
Environmental/hazardous material inspections
____
____
Facility Needs Assessments
____
____
Life safety system
____
____
Communication systems design
____
____
Site planning/site selections
____
____
Landscape design
____
____
Interior design
____
____
Technology infrastructure design
____
____
Food Service Consultant
____
____
Structural Engineering
____
____
Civil Engineering
____
____
Mechanical/Electrical/Plumbing Engineering
____
____
Other ___________________________________________________________
8.
PROJECT REFERENCES
Please list five completed education-related projects that would be representative of your firm’s work and services provided within the last 3 years.
Total number of school district clients in the past 5 years ______________
A.
Project ________________________________________________
District ________________________________________________ Construction Delivery Method ______________________________ Contact person/title ______________________________________ Phone number __________________________________________ Project description _______________________________________ Services provided ________________________________________ Original contract sum _____________________________________ Final contract sum _______________________________________
B.
Project ________________________________________________
District ________________________________________________ Construction Delivery Method ______________________________ Contact person/title ______________________________________ Phone number __________________________________________ Project description _______________________________________ Services provided ________________________________________ Original contract sum _____________________________________ Final contract sum _______________________________________
C.
Project ________________________________________________
District ________________________________________________ Construction Delivery Method ______________________________ Contact person/title ______________________________________ Phone number __________________________________________ Project description _______________________________________ Services provided ________________________________________ Original contract sum _____________________________________ Final contract sum _______________________________________
D.
Project ________________________________________________
District ________________________________________________ Construction Delivery Method ______________________________ Contact person/title ______________________________________ Phone number __________________________________________ Project description _______________________________________ Services provided ________________________________________ Original contract sum _____________________________________ Final contract sum _______________________________________
E.
Project ________________________________________________
District ________________________________________________ Construction Delivery Method ______________________________ Contact person/title ______________________________________ Phone number __________________________________________ Project description _______________________________________ Services provided ________________________________________ Original contract sum _____________________________________ Final contract sum _______________________________________
9.
PRODUCTION CAPABILITIES
Would 100% of presentation documents be on Power Point, Excel, or reproducible CAD format?
If not, what other format will be used. ________________________________________________________________ ________________________________________________________________
At the conclusion of the project, would your firm transmit to the District all Power Points, presentation data, CAD drawings, etc., for the Districts use and permanent files (in unlocked format)? ___ Yes ___ No
Would your firm grant to the District the license to reproduce any and all documents, presentations, Power Points, Excel files, CAD drawings, for the district’s use in producing future construction documents and facility planning by the District or another architect, assuming the architect for the addition would be liable for their addition? ___ Yes ___ No
10. PLEASE ATTACH A BROCHURE OR MATERIAL THAT DESCRIBES EXAMPLES OF YOUR FIRM’S SCHOOL PROJECTS
INSURANCE Prior to performing Architect’s services, the Architect will be required to procure and maintain, with a company or companies authorized to do business in the State of Texas by the Texas Department of Insurance and satisfactory to the District, such insurance that will protect the Architect and the District from claims as set forth below, which may arise out of, or result from, the operations under the contract. The architect shall furnish to the District’s Project Representative, copies of Certificates of Insurance before work is commenced. The costs and premiums for such insurance will be at the expense of the architect. The architect may be asked to provide the following insurance coverage in the following amounts and subject to the following provisions: 1. Commercial General Liability (including Premises-Operations; Independent Contractors’ Protective; Products and Completed Operations; Broad Form Property Damage): TYPE OF INSURANCE Commercial General Liability (CGL)
LIMIT OF LIABILITY $2,000,000.00 $2,000,000.00 $2,000,000.00 $1,000,000.00 $15,000.00 $1,000,000.00
General Aggregate Each Occurrence Products and Completed Operations Damage to Rented Premises – each occurrence Medical Expense (any one person) Personal and Adv. Injury
CGL coverage shall include liability arising from premises, operations, independent contractors, completed operations, personal injury, products, and liability assumed under contract. Automobile Liability
$1,000,000.00
Combined Single Limit (ea. accident)
Professional Liability
$2,000,000.00 $2,000,000.00
Per Claim Annual Aggregate
Excess/Umbrella Liability
Workers Compensation
$2,000,000.00 $2,000,000.00 Statutory $1,000,000.00 $1,000,000.00 $1,000,000.00
Each Occurrence Aggregate
E.L. Each Accident E.L. Disease – Ea. Employee E.L. Disease – Policy Limit
6. All such policies of insurance shall contain a provision that they shall not be cancelled or altered nor the amount of coverage reduced until at least thirty (30) days after notice of such cancellation, alteration, or reduction has been delivered to the District. The general and automobile liability policies shall name the Pewitt Consolidated Independent School District as an additional insured. 7. An “Original Certificate of Insurance” will evidence compliance with the insurance requirements and must be submitted with the packet. 8. Other insurance requirements as agreed upon in the contract attachment for each individual project. IDEMNIFICATION CLAUSE TO THE FULLEST EXTENT PERMITTED BY LAW, THE ARCHITECT SHALL INDEMNIFY THE OWNER FROM AND AGAINST ANY AND ALL LIABILITY FOR DAMAGES ARISING OUT OF OR RESULTING FROM THE ARCHITECT’S PERFORMANCE OF ITS WORK, BUT ONLY TO THE EXTENT SUCH DAMAGES ARE CAUSED BY OR RESULT FROM AN ACT OF NEGLIGENCE, INTENTIONAL TORT, INTELLECTUAL PROPERTY INFRINGEMENT, OR FAILURE TO PAY A SUBCONTRACTOR OR SUPPLIER COMMITTED BY THE ARCHITECT, THE ARCHITECT’S AGENT(S), THE ARCHITECT’S CONSULTANT(S) UNDER CONTRACT, OR ANY OTHER ENTITY OVER WHICH THE INDEMNITOR EXERCISES CONTROL. THESE INDEMNIFICATION OBLIGATIONS SHALL ALSO BE LIMITED TO DAMAGES ATTRIBUTABLE TO BODILY INJURY, SICKNESS, DISEASE, OR DEATH, OR TO INJURY TO OR DESTRUCTION OF TANGIBLE PROPERTY, INCLUDING LOSS OF USE RESULTING THEREFROM. THE INDEMNIFICATION OBLIGATION CONTAINED IN THIS § 8.1.2 SHALL NOT BE CONSTRUED TO NEGATE, ABRIDGE, OR OTHERWISE REDUCE OTHER RIGHTS OR OBLIGATIONS OF IDEMNITY WHICH WOULD OTHERWISE EXIST AS TO A PARTY OR PERSON DESCRIBED IN THIS PARAGRAPH. NON APPROPRIATION OF FUNDS If the Board of Education for any reason fails to appropriate funds for the service, the district will notify the vendor immediately and the district will no longer be obligated to fulfill its responsibilities under the contract.
MULTIPLE PROVIDERS The District reserves the right to award this contract to multiple providers if this is the best and most efficient selection method to insure due diligence to the District. SPECIAL TERMS AND CONDITIONS The successful firm(s) must have the necessary capability of delivering the requested service in complete compliance with the description and features contained in this request. The firm(s) shall maintain in a company or companies lawfully authorized to do business in the State of Texas such insurance as will protect the firm and the district from claims set forth which may arise out of or result from the firm’s operations under the contract and for which the firm may be legally liable, whether such operations be by the firm or anyone directly employed by the firm or by anyone for whose acts the firm may be liable. The firm shall purchase and maintain the insurance as described in the Insurance Requirements in this document. Failure of the firm to maintain adequate insurance coverage shall not relieve the firm of any contractual responsibility or obligation. The successful firm shall be responsible for damage or breakage caused by their employees. The firm must report such damage to the District. The District reserves the right to make the repairs and charge the firm for the damaged incurred. Texas Education Code Chapter 22, Subchapter C requires service vendors of school districts in Texas to obtain criminal history record information regarding covered employees and to certify to school districts that they have done so. Covered employees with disqualifying convictions are prohibited from serving at a school district. Service firm must obtain the criminal history record information on all existing employees who will have continuing duties relating to this contract. In the event that the successful firm requires a separate agreement, in addition to the terms, conditions, and specifications of the submittal, a copy of the agreement must accompany the submittal. The agreement will have to be approved by the District’s attorney prior to the award of the contract. The submittal document shall govern in the event of conflict with the terms of a vendor’s agreement. APPLICATION SIGNATURE Until a contract resulting from this process is executed, no employee, agent or representative of any professional services provider shall make available or discuss its submittal with the press, any elected or appointed official or officer of the District, or any employee, agent or other representative of the District, unless specifically allowed to do
so by the Pewitt Consolidated ISD Superintendent of Schools. The information provided on this application I believe to be true and representative of the firm for which it is submitted. _____________________________________ __________ Signature of Firm’s Authorized Representative Date
ATTACHMENT B REQUEST FOR QUALIFICATIONS ARCHITECTURAL / ENGINEERING SERVICES PROCUREMENT PROCESS Selection of Qualified Providers: A committee of Pewitt Consolidated ISD Administrative staff will review responses submitted. Based on the “evaluation” and selection criteria described in this document, the committee will select a short-list of respondents. Pewitt Consolidated ISD anticipates selecting one or more firms for presentation to the Board of Trustees for approval. When needs arise, the District will select an approved firm based on District needs and requirements. Recommendation of Firms: The Pewitt Consolidated ISD review committee will recommend a firm(s) for Board of Trustee approval.
EVALUATION CRITERIA Qualifications of all business entities will be evaluated using the following selection criteria. a. Corporate Background & References (20%) b. Previous Experience with Other School Districts (25%) c. Key Project Personnel (30%) d. Financial Qualifications (10%) e. Project Management Plan (15%) A. Corporate Background & References (20%) • Letter of intent shall be submitted with the qualifications and must be signed by and individual authorized to contractually bind the firm. Failure to provide the letter will be considered as “non-responsive”. • Describe your firm’s organizational structure, including any limited partnerships and how they are applied to this proposed project. •
How many years has your firm been in business under its present name?
• Indicate all other names by which your firm has been known and length of time known by each name. • Describe ability to work on complex projects and your ability to adjust program scope to meet Owner’s budget parameters.
•
Describe technology expertise and experience contained within your firm.
•
Include the address of your firm’s Web site, if applicable.
•
List any past or present litigation.
•
List any contracts terminated prior to completion.
• Provide a complete list of school district administrators (complete with contact information) in Texas which your firm has completed work within the past 5 years. • Provide a complete list of general contractors/construction managers (complete with contact information) in the Texas area in which your firm has utilized within the past years.
B.
Previous Experience with Other School Districts (25%)
•
Provide complete list of all public school district clients in the past 10 years.
• List percentage of school district projects that were constructed within the applicable district’s original budget. • List total number of years of school district experience of key personnel that would be assigned to PCISD projects. • List firm’s experience with similar Bond Program Planning Projects completed with other school districts. C.
Key Project Personnel (30%)
• Provide information regarding capabilities and experience of personnel to be assigned to this project. • Professional resumes for key personnel and their responsibilities for the duration of the contract. Indicate the education and professional licensing of each person as it relates to this project. • Include a list of previous projects, similar in size and complexity, in which each team member has played a significant role. • Provide an organizational chart that clearly describes your firm’s project organization with supervisory reporting.
• Provide a statement regarding your commitment to keeping the same personnel in all phases of the project. • List senior member that will be assigned to PCISD and designated representative to be assigned to PCISD (attach resumes). • Provide listing of firms who will provide specialized professional services required by this RFQ. • Firm’s diversity of personnel and evidence of being an Equal Opportunity Employer/Firm.
E.
Financial Qualifications (10%)
Firm will provide financial documents which provide evidence of financial stability. Firms shall submit audited financial statements including income statement, balance sheets and statements of changes for three (3) most recently completed fiscal years. If audited financial statements are not available, provide evidence of the level of third party review of the financial statements. Forms may also provide documenting source(s) and levels of financing (e.g. a letter from a financial institution describing a relationship with the Firm). F.
Project Management Plan (15%)
• Include a plan describing how your firm will manage the areas identified below. Describe the processes that will be used for the assignment of tasks, project scheduling, and budget control. Provide specific information on management of the following project phases:
Review and justification of the district’s existing strategic facilities master plan and its related data and documentation.
Review and justification of the District’s current documentation and project identification.
Educational Facility Programming Services
Bond programming services, including methods and resources used to communicate the proposed bond program planning to the community.
bond
planning
ATTACHMENT C REQUEST FOR QUALIFICATIONS PROJECT SCOPE OF WORK General Scope of Work The Pewitt Consolidated Independent School District Board of Trustees plans to call a general bond election for renovations, additions, and new school construction for Pewitt Consolidated Schools within the next few years. Architectural Long Term Facility Planning Services and Bond Planning Services will be required prior to the calling of a bond election. Pewitt Consolidated ISD will receive statements of qualifications from qualified architectural firms in an effort to select a firm(s) to produce a comprehensive 10 Year Strategic Facilities Master Plan. This Plan will be used to provide Bond Programming Planning Services and educational presentational material for the District. All materials produced will be used by the District to communicate the 10 Year Strategic Facility Planning Needs and Bond Planning Program to the Pewitt Consolidated community. The selected firm will also be called to plan, review and/or certify various projects as needed throughout the term of the contract. These projects may or may not be part of the long term facility plan.
Specific Project Scope of Work The Board of Trustees will retain the professional services of an Architectural / Engineering Firm(s) to produce the following Bond Program Planning: • Review, research, and analyze the existing demographic studies and student enrollment data maintained by the District to project future student growth within the district. Using this data and current enrollment data, project future facility planning projects required for PCISD for the next 10 years. • Review PCISD’s current grade configuration structure. Research, analyze, and recommend any and all changes required to best serve the Pewitt Consolidated community and students of PCISD in providing future Pewitt Consolidated school for service and use. • Review, research, analyze, and validate/ justify the District’s current Strategic Plan and its related planning and facility assessment data to recommend projected facilities /buildings to serve PCISD. Include in this building recommendation estimated project costs for all planned facilities. • Provide Pewitt Consolidated ISD with an updated comprehensive 10 Year Strategic Facilities Master Plan for all existing and projected facilities for the District.
• Provide the District with updated individual architectural / engineering project space and building programing for all existing and proposed new facilities with total estimated project costs projections. • Produce public educational bond planning materials and multimedia presentations as required to educate the Pewitt Consolidated community concerning future facility needs as addressed in the revised 10 Year Strategic Facilities Master Plan. • Provide the District with current educational and school design research which justifies the needs and rationale for building new schools, renovating existing schools, or adding to schools for Pewitt Consolidated ISD. Research data shall justify any needs for Pewitt Consolidated ISD to pursue a future bond submittal with the intent to provide Pewitt Consolidated with facilities that support 21st Century education.
Texas Education Code Section 44.034, Notification of Criminal History. Subsection (a), states “a person or business entity that enters into a contract with a school district must give advance notice to the district if the person or an owner or operator of the business entity has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony.” Subsection (b) states “a school district may terminate contract with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a) or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract.”
This Notice Is Not Required of Publicly-Held Corporation
I, the undersigned agent for the firm named below, certify that the information concerning notification of felony convictions has been reviewed by me and the following information furnished is true to the best of my knowledge. Vendor’s Name ______________________________________________________ Authorized Company Official’s Name (Printed): _____________________________ A. My firm is a publicly held corporation; therefore, this reporting requirement is not applicable. Signature of Company Official / Date: _____________________________________ B.
My firm is not owned not operated by anyone who has been convicted of felony:
Signature of Company Official / Date: ______________________________________ C. My firm is owned or operated by the following individual(s) who has/have been convicted of a felony: Name of Felon(s): _________________________________________________ Details of conviction(s): _____________________________________________ ________________________________________________________________
Signature of Company Official/Date: _______________________________________
Please answer the following questions and return with this RFQ:
1.
Is your principal place of business in Texas? (Circle One) Yes No
2.
If no, in which state is your principal place of business?
3. If your principal place of business is not Texas, does your state favor resident Proposers in your state by some dollar increment of percentage? (Circle One)
Yes
No
4. For more information regarding this series of questions, see Article 601g of the Texas Civil Statues.
Authorized Signature ______________________________________________ Name of Company ________________________________________________ Telephone Number _______________________________________________ Address _________________________________________________________ City _______________________________ State __________ Zip __________ Submittal Number _____________________ Date __________________________
The undersigned affirms that they are duly authorized to execute this contract, that this company, corporation, firm, partnership or individual has not prepared this RFQ in collusion with any other firm submitting, and that the contents of this RFQ as to prices, terms or conditions of said RFQ have not been communicated by the undersigned not by any employee or agent to any other person engaged in this type of business prior to the official opening of RFQ. Vendor _______________________________________________________________ Address _______________________________________________________________ Phone ________________________________________________________________ Fax Number ___________________________________________________________ Signature _____________________________________________________________ Print Name ____________________________________________________________ Position with Company ___________________________________________________ Signature of Company Official Authorizing this Submittal / Date: ______________________________________________________________________ Company Official (Print Name) ___________________________________________________________ Official Position _________________________________________________________
REQUEST FOR QUALIFICATIONS FOR ARCHITECTURAL AND ENGINEERING SERVICES
Submittals Due August 28, 2015 4:00 p.m.
Notice to Proposers The Pewitt Consolidated Independent School District is requesting statements of qualifications for Architectural and Engineering services. Submittals should be addressed to: Pewitt Consolidated Independent School District Andy Reddock, Superintendent P.O. Box 1106 Omaha, Texas 75571
Submittals will be received at the Administration Building, Business Office, U.S. Hwy 67 West, Omaha, Texas 75571 until August 28, 2015 at 4:00 p.m. Submittal envelopes should be plainly marked: RFQ Architectural and Engineering Services, Due August 28, 2015. Any submittal received later than the specified time, whether delivered in person or mailed shall be disqualified. The Pewitt Consolidated Independent School District will not be responsible for delivering mail from the post office. The Pewitt Consolidated Independent School District will not be responsible for submittals delivered to any location other than the one specified above. Firms are encouraged to hand deliver submittals well ahead of submittal opening time. The district, through its duly authorized constituted officials, reserves the right to reject any, part of any or all submittals, to accept any submittal deemed most advantageous to the Pewitt Consolidated Independent School District based on qualifications and demonstrated competence and to waive any informalities. The District reserves the right to hold all qualification statements for ninety (90) days from the receipt date without action. Pewitt Consolidated Independent School District is a public entity subject to the provisions of the Texas Public Information Act (Tex. Govt. Code Ch. 552). Responses to this invitation may be subject to release as public information unless the response or specific parts of the responses are exempted from public disclosure under such Act. The firm must stamp in bold red letters the term “CONFIDENTIAL” or “PROPRIETARY” on every page of any part of a qualification that the firm claims is confidential or proprietary. All qualifications and parts of qualifications that are not marked as confidential or proprietary will be considered public information after the submittal is opened. The District assumes no liability or responsibility for release of any information not properly marked. In the event that the District receives a request for disclosure of material marked “confidential” or “proprietary”, the District may request an opinion from the Texas Attorney
General concerning whether such material must be disclosed. Copyrighted qualifications are unacceptable and will be disqualified as non-responsive. The firm shall be responsible for any cost incurred in the preparation of qualifications and participation in the evaluation process. There is no expressed or implied obligation by Pewitt Consolidated Independent School District to reimburse any individual or firm for any costs incurred in preparing or submitting qualifications, for providing additional information when requested by Pewitt Consolidated Independent School District or for participating in any selection demonstration/interviews, including discovery (pre-contract negotiations) and contract negotiations. The statement of qualifications may be withdrawn or revised prior to the scheduled time for opening, provided request for such withdrawal is received in writing before the time set for opening. Any interlineation, alteration, or erasure made before receiving time must be initialed and dated by the signer of the submittal, guaranteeing authenticity. The District’s intent is to review and evaluate all qualifications in accordance with the criteria articulated in ATTACHMENT “B”. Even though specific project information is required as a part of ATTACHMENT “A”, firms are encouraged to provide additional information that will be utilized during the evaluation process. Professional brochures containing information such as past and current projects, personnel resumes, and organizational history, are strongly encouraged. The District’s intent is to select an architectural / engineering firm or firms, based on individual firm qualifications for selected architectural / engineering services as indicated on ATTACHMENT “C”. Once selected by the District, the selected firm(s) will be eligible to provide architectural / engineering services for the District. Selection to provide architectural / engineering services as a result of this solicitation does not guarantee or deny future architectural / engineering work with the District. Based on the Scope of Work and needs of the District, the District will select a firm(s) and will negotiate a contract with the selected firm(s). The District’s intent is to negotiate and utilize contract AIA B101-2007, with modifications, at a fair and reasonable fee. If the District is unable to reach a contract agreement with the selected firm, the District will terminate further discussions and proceed to the next firm deemed most appropriate for the applicable work. All contract revisions and approvals are subject to approval by the district’s legal counsel and the PCISD Board of Trustees.
Tentative Timeline:
Advertise solicitation: The Naples Monitor - Weeks of July 27, 2015 and August 3, 2015
Request for Qualifications released and posted:
Deadline for questions/clarifications:
Submissions due to PCISD:
Evaluation of submissions
Possible recommendation to Board:
Possible Board approval:
Notify successful firm and begin negotiations:
Target date for firm contract: INSTRUCTIONS TO PROVIDERS 1. Firms shall submit five (5) statements of qualifications, one marked “original” and four (4) copies. All submittals shall be the property of PCISD and will not be returned. 3. Firms shall submit their statement of qualifications endorsed in blue ink with the names of the providers for the submittal and enclosed in an opaque sealed envelope, clearly marked RFQ for Architectural and Engineering Services. They may be addressed or delivered in person to Andy Reddock, Superintendent, P.O. Box 1106, U.S. Hwy 67 West, Omaha, Texas 75571, prior to August 28, 2015. No electronic submittals will be accepted or considered. The submittals are to be submitted and signed longhand in blue ink. Failure to comply with this instruction could be cause for disqualification of this submittal. 4. Submittals which are not signed by individuals making them shall have attached thereto a Power of Attorney evidencing authority to sign the submittal in the name of the person for whom it is signed. 5. Submittals which are signed for a partnership shall be signed longhand in blue ink by all partners or by an attorney in fact. If signed by an attorney in fact, there shall be attached to the submittal a Power of Attorney evidencing authority to sign the submittal executed by the partners. 6. Submittals which are signed for a corporation shall have the correct corporate name thereof and the signature of the president or other authorized officers of the corporation signed longhand in blue ink written below the corporate name. 7. If a vendor contemplating submitting a statement of qualifications is in doubt as to the true meaning of any part of the specifications or contract documents, he may submit a written request for an interpretation thereof to Andy Reddock, Superintendent, P.O. Box 1106, U.S. Hwy 67 West, Omaha, Texas 75571. Each person submitting a written request for an interpretation will be responsible for its prompt delivery at least ten (10) days prior to the submittal due date. The Pewitt Consolidated Independent School District will not be responsible for any other explanation or interpretation of the proposed documents.
8. The Pewitt Consolidated Independent School District is exempt from taxation under the Sales Tax and Use Tax Laws, and the provider shall not include such taxes. 9. Firm’s attention is called to the statutory requirements of the State of Texas relative to licensing of corporation organized under the laws of any other state.
Architectural and Engineering Services Request for Qualifications The Pewitt Consolidated Independent School District is receiving Request for Qualifications (RFQ) for selected architectural and engineering services in compliance with Government Code 2254. The Pewitt Consolidated Independent School District Board of Trustees has begun a strategic planning initiative that should provide a long range plan relative to the educational needs for the community. As part of the strategic planning, the District would like to begin long range planning for its facilities. This plan would be used, potentially, to call a general bond election for renovations, additions, and new school construction for Pewitt Consolidated schools within the next few years. Pewitt Consolidated ISD will receive statements of qualifications from qualified architectural / engineering firms in an effort to select a firm(s) to produce and finalize a Long Term Facility Planning Needs Study which will include specific facility design data, educational facilities programming and educational presentation materials for the District. All materials produced will be used by the District to communicate the Long Term Strategic Facility Planning Needs to the citizens of the Pewitt Consolidated community. The selected firm will also be called to plan, review and/or certify various projects as needed throughout the term of the contract. These projects may or may not be part of the long range facility plan. Additionally, any firm selected may be required to assist in planning for a bond election. A list of the Specific Project Scope of Work for this RFQ is included in ATTACHMENT “C”. The District reserves the right to adjust the Scope of Work and completion schedule at any time based on district budget and current district needs. Each respondent will be asked to complete a questionnaire, which illustrates the firm’s information, experience, financial information, available services, and references. Firms desiring to be considered are asked to provide all information requested in Attachment “A”. A panel made up of the Pewitt Consolidated ISD Administration will evaluate this information. This panel may then select a firm or firms to be recommended to the Board of Trustees. The Board will select a firm or firms, based on qualifications, to perform professional services as per the Scope of Work included in Attachment “C”.
ATTACHMENT A REQUEST FOR INFORMATION / QUALIFICATION FOR ARCHITECTURAL SERVICES 1.
GENERAL INFORMATION Date __________________________________________________ Firm ___________________________________________________ Address ________________________________________________ City____________________________________________________ Contact Person(s) – limited to two persons per firm/application Name __________________________________________________ Title ___________________________________________________ Telephone ______________________________________________ Fax ____________________________________________________ Internet/Email address _____________________________________ Texas Registration Number _________________________________ Name __________________________________________________ Title ____________________________________________________ Telephone ______________________________________________ Fax ____________________________________________________ Internet/Email address _____________________________________ Texas Registration Number _________________________________
Type of Organization:
_____ Sole proprietorship (individual)
_____ Partnership
_____ Professional corporation
_____ Corporation
_____ Joint venture
_____ Other
2.
QUALIFICATION STATEMENT
In a 100 words or less statement, please describe what makes your firm uniquely qualified to provide, Architectural bond programming services, including any superior qualifications. (You may attach a separate page for this.) ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________
3.
FIRM BACKGROUND AND STAFF
Year present firm established _____________________________ Name of parent company, if any ______________________________________ Address _________________________________________________________ List of principals of firm: ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ _ Former company name(s), if any, and year(s) established: Name ______________________________________ Year ________________ Name ______________________________________ Year ________________ Name ______________________________________ Year ________________ Number of employees in firm ______________________ Total of employees in firm (all office locations) __________ Who will be your designated representative assigned to PCISD? (attach resume) ________________________________________________________________ Who is the senior member of the firm assigned to PCISD? (attach resume) ________________________________________________________________ Number of persons with firm:
Architects ___ Engineers ___ Draftsmen ___ Administration ___ 4.
PROFESSIONAL SERVICES (DISCIPLINES) PROVIDED BY FIRM Please check all services applicable to your firm. ___ Predesign, Facility Studies ___ Architectural ___ Mechanical engineering ___ Electrical engineering ___ Structural engineering ___ Acoustical architectural ___ Civil engineering ___ Technology ___ Landscape design ___ Construction Administration ___ Other
Summarize services provided to the owner as part of the basic services for Bond Program Planning (you may attach a separate page for this). ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ ________________________________________________________________
Has your firm provided Architectural services for K-12 school districts? ____ Yes
____ No
Describe the manner in which the firm will work with the district to define the Bond Program Planning Services as requested by the district. ________________________________________________________________ ________________________________________________________________ ________________________________________________________________
Other advantages offered by the firm that would be of benefit to the school district (you may attach a separate page for this). ________________________________________________________________ ________________________________________________________________ ________________________________________________________________ Describe expertise and experience your firm offers in the design of technology infrastructure or design of schools for the 21st century school (you may attach a separate page for this). ________________________________________________________________ ________________________________________________________________
5.
PROFESSIONAL LIABILITY INSURANCE
Describe limits per project ___________________________________________ Describe limits in aggregate _________________________________________ Describe umbrella coverage limits _____________________________________ Describe deductible ________________________________________________ Have you had claims asserted against you within the last five years? _________ If yes, provide details of each claim. ________________________________________________________________ ________________________________________________________________ ________________________________________________________________
6.
EXPERIENCE PROFILE
State number of firm’s school projects and school construction dollars for each of the following years: 2012
_______ No. School Projects
$_________________
2013
_______ No. School Projects
$_________________
2014
_______ No. School Projects
$_________________
2015
_______ No. School Projects
$_________________
7.
SPECIALIZED SERVICES/SUPPLEMENTAL SERVICES
Check the services your firm will provide with in-house professional expertise or will require out sourced services: Out Sourced
In House
Americans with Disabilities Act audit/review ADA
____
____
Acoustical evaluation
____
____
Architectural Long Range Facility Planning
____
____
Bond Planning Services
____
____
Demographic Services
____
____
Environmental/hazardous material inspections
____
____
Facility Needs Assessments
____
____
Life safety system
____
____
Communication systems design
____
____
Site planning/site selections
____
____
Landscape design
____
____
Interior design
____
____
Technology infrastructure design
____
____
Food Service Consultant
____
____
Structural Engineering
____
____
Civil Engineering
____
____
Mechanical/Electrical/Plumbing Engineering
____
____
Other ___________________________________________________________
8.
PROJECT REFERENCES
Please list five completed education-related projects that would be representative of your firm’s work and services provided within the last 3 years.
Total number of school district clients in the past 5 years ______________
A.
Project ________________________________________________
District ________________________________________________ Construction Delivery Method ______________________________ Contact person/title ______________________________________ Phone number __________________________________________ Project description _______________________________________ Services provided ________________________________________ Original contract sum _____________________________________ Final contract sum _______________________________________
B.
Project ________________________________________________
District ________________________________________________ Construction Delivery Method ______________________________ Contact person/title ______________________________________ Phone number __________________________________________ Project description _______________________________________ Services provided ________________________________________ Original contract sum _____________________________________ Final contract sum _______________________________________
C.
Project ________________________________________________
District ________________________________________________ Construction Delivery Method ______________________________ Contact person/title ______________________________________ Phone number __________________________________________ Project description _______________________________________ Services provided ________________________________________ Original contract sum _____________________________________ Final contract sum _______________________________________
D.
Project ________________________________________________
District ________________________________________________ Construction Delivery Method ______________________________ Contact person/title ______________________________________ Phone number __________________________________________ Project description _______________________________________ Services provided ________________________________________ Original contract sum _____________________________________ Final contract sum _______________________________________
E.
Project ________________________________________________
District ________________________________________________ Construction Delivery Method ______________________________ Contact person/title ______________________________________ Phone number __________________________________________ Project description _______________________________________ Services provided ________________________________________ Original contract sum _____________________________________ Final contract sum _______________________________________
9.
PRODUCTION CAPABILITIES
Would 100% of presentation documents be on Power Point, Excel, or reproducible CAD format?
If not, what other format will be used. ________________________________________________________________ ________________________________________________________________
At the conclusion of the project, would your firm transmit to the District all Power Points, presentation data, CAD drawings, etc., for the Districts use and permanent files (in unlocked format)? ___ Yes ___ No
Would your firm grant to the District the license to reproduce any and all documents, presentations, Power Points, Excel files, CAD drawings, for the district’s use in producing future construction documents and facility planning by the District or another architect, assuming the architect for the addition would be liable for their addition? ___ Yes ___ No
10. PLEASE ATTACH A BROCHURE OR MATERIAL THAT DESCRIBES EXAMPLES OF YOUR FIRM’S SCHOOL PROJECTS
INSURANCE Prior to performing Architect’s services, the Architect will be required to procure and maintain, with a company or companies authorized to do business in the State of Texas by the Texas Department of Insurance and satisfactory to the District, such insurance that will protect the Architect and the District from claims as set forth below, which may arise out of, or result from, the operations under the contract. The architect shall furnish to the District’s Project Representative, copies of Certificates of Insurance before work is commenced. The costs and premiums for such insurance will be at the expense of the architect. The architect may be asked to provide the following insurance coverage in the following amounts and subject to the following provisions: 1. Commercial General Liability (including Premises-Operations; Independent Contractors’ Protective; Products and Completed Operations; Broad Form Property Damage): TYPE OF INSURANCE Commercial General Liability (CGL)
LIMIT OF LIABILITY $2,000,000.00 $2,000,000.00 $2,000,000.00 $1,000,000.00 $15,000.00 $1,000,000.00
General Aggregate Each Occurrence Products and Completed Operations Damage to Rented Premises – each occurrence Medical Expense (any one person) Personal and Adv. Injury
CGL coverage shall include liability arising from premises, operations, independent contractors, completed operations, personal injury, products, and liability assumed under contract. Automobile Liability
$1,000,000.00
Combined Single Limit (ea. accident)
Professional Liability
$2,000,000.00 $2,000,000.00
Per Claim Annual Aggregate
Excess/Umbrella Liability
Workers Compensation
$2,000,000.00 $2,000,000.00 Statutory $1,000,000.00 $1,000,000.00 $1,000,000.00
Each Occurrence Aggregate
E.L. Each Accident E.L. Disease – Ea. Employee E.L. Disease – Policy Limit
6. All such policies of insurance shall contain a provision that they shall not be cancelled or altered nor the amount of coverage reduced until at least thirty (30) days after notice of such cancellation, alteration, or reduction has been delivered to the District. The general and automobile liability policies shall name the Pewitt Consolidated Independent School District as an additional insured. 7. An “Original Certificate of Insurance” will evidence compliance with the insurance requirements and must be submitted with the packet. 8. Other insurance requirements as agreed upon in the contract attachment for each individual project. IDEMNIFICATION CLAUSE TO THE FULLEST EXTENT PERMITTED BY LAW, THE ARCHITECT SHALL INDEMNIFY THE OWNER FROM AND AGAINST ANY AND ALL LIABILITY FOR DAMAGES ARISING OUT OF OR RESULTING FROM THE ARCHITECT’S PERFORMANCE OF ITS WORK, BUT ONLY TO THE EXTENT SUCH DAMAGES ARE CAUSED BY OR RESULT FROM AN ACT OF NEGLIGENCE, INTENTIONAL TORT, INTELLECTUAL PROPERTY INFRINGEMENT, OR FAILURE TO PAY A SUBCONTRACTOR OR SUPPLIER COMMITTED BY THE ARCHITECT, THE ARCHITECT’S AGENT(S), THE ARCHITECT’S CONSULTANT(S) UNDER CONTRACT, OR ANY OTHER ENTITY OVER WHICH THE INDEMNITOR EXERCISES CONTROL. THESE INDEMNIFICATION OBLIGATIONS SHALL ALSO BE LIMITED TO DAMAGES ATTRIBUTABLE TO BODILY INJURY, SICKNESS, DISEASE, OR DEATH, OR TO INJURY TO OR DESTRUCTION OF TANGIBLE PROPERTY, INCLUDING LOSS OF USE RESULTING THEREFROM. THE INDEMNIFICATION OBLIGATION CONTAINED IN THIS § 8.1.2 SHALL NOT BE CONSTRUED TO NEGATE, ABRIDGE, OR OTHERWISE REDUCE OTHER RIGHTS OR OBLIGATIONS OF IDEMNITY WHICH WOULD OTHERWISE EXIST AS TO A PARTY OR PERSON DESCRIBED IN THIS PARAGRAPH. NON APPROPRIATION OF FUNDS If the Board of Education for any reason fails to appropriate funds for the service, the district will notify the vendor immediately and the district will no longer be obligated to fulfill its responsibilities under the contract.
MULTIPLE PROVIDERS The District reserves the right to award this contract to multiple providers if this is the best and most efficient selection method to insure due diligence to the District. SPECIAL TERMS AND CONDITIONS The successful firm(s) must have the necessary capability of delivering the requested service in complete compliance with the description and features contained in this request. The firm(s) shall maintain in a company or companies lawfully authorized to do business in the State of Texas such insurance as will protect the firm and the district from claims set forth which may arise out of or result from the firm’s operations under the contract and for which the firm may be legally liable, whether such operations be by the firm or anyone directly employed by the firm or by anyone for whose acts the firm may be liable. The firm shall purchase and maintain the insurance as described in the Insurance Requirements in this document. Failure of the firm to maintain adequate insurance coverage shall not relieve the firm of any contractual responsibility or obligation. The successful firm shall be responsible for damage or breakage caused by their employees. The firm must report such damage to the District. The District reserves the right to make the repairs and charge the firm for the damaged incurred. Texas Education Code Chapter 22, Subchapter C requires service vendors of school districts in Texas to obtain criminal history record information regarding covered employees and to certify to school districts that they have done so. Covered employees with disqualifying convictions are prohibited from serving at a school district. Service firm must obtain the criminal history record information on all existing employees who will have continuing duties relating to this contract. In the event that the successful firm requires a separate agreement, in addition to the terms, conditions, and specifications of the submittal, a copy of the agreement must accompany the submittal. The agreement will have to be approved by the District’s attorney prior to the award of the contract. The submittal document shall govern in the event of conflict with the terms of a vendor’s agreement. APPLICATION SIGNATURE Until a contract resulting from this process is executed, no employee, agent or representative of any professional services provider shall make available or discuss its submittal with the press, any elected or appointed official or officer of the District, or any employee, agent or other representative of the District, unless specifically allowed to do
so by the Pewitt Consolidated ISD Superintendent of Schools. The information provided on this application I believe to be true and representative of the firm for which it is submitted. _____________________________________ __________ Signature of Firm’s Authorized Representative Date
ATTACHMENT B REQUEST FOR QUALIFICATIONS ARCHITECTURAL / ENGINEERING SERVICES PROCUREMENT PROCESS Selection of Qualified Providers: A committee of Pewitt Consolidated ISD Administrative staff will review responses submitted. Based on the “evaluation” and selection criteria described in this document, the committee will select a short-list of respondents. Pewitt Consolidated ISD anticipates selecting one or more firms for presentation to the Board of Trustees for approval. When needs arise, the District will select an approved firm based on District needs and requirements. Recommendation of Firms: The Pewitt Consolidated ISD review committee will recommend a firm(s) for Board of Trustee approval.
EVALUATION CRITERIA Qualifications of all business entities will be evaluated using the following selection criteria. a. Corporate Background & References (20%) b. Previous Experience with Other School Districts (25%) c. Key Project Personnel (30%) d. Financial Qualifications (10%) e. Project Management Plan (15%) A. Corporate Background & References (20%) • Letter of intent shall be submitted with the qualifications and must be signed by and individual authorized to contractually bind the firm. Failure to provide the letter will be considered as “non-responsive”. • Describe your firm’s organizational structure, including any limited partnerships and how they are applied to this proposed project. •
How many years has your firm been in business under its present name?
• Indicate all other names by which your firm has been known and length of time known by each name. • Describe ability to work on complex projects and your ability to adjust program scope to meet Owner’s budget parameters.
•
Describe technology expertise and experience contained within your firm.
•
Include the address of your firm’s Web site, if applicable.
•
List any past or present litigation.
•
List any contracts terminated prior to completion.
• Provide a complete list of school district administrators (complete with contact information) in Texas which your firm has completed work within the past 5 years. • Provide a complete list of general contractors/construction managers (complete with contact information) in the Texas area in which your firm has utilized within the past years.
B.
Previous Experience with Other School Districts (25%)
•
Provide complete list of all public school district clients in the past 10 years.
• List percentage of school district projects that were constructed within the applicable district’s original budget. • List total number of years of school district experience of key personnel that would be assigned to PCISD projects. • List firm’s experience with similar Bond Program Planning Projects completed with other school districts. C.
Key Project Personnel (30%)
• Provide information regarding capabilities and experience of personnel to be assigned to this project. • Professional resumes for key personnel and their responsibilities for the duration of the contract. Indicate the education and professional licensing of each person as it relates to this project. • Include a list of previous projects, similar in size and complexity, in which each team member has played a significant role. • Provide an organizational chart that clearly describes your firm’s project organization with supervisory reporting.
• Provide a statement regarding your commitment to keeping the same personnel in all phases of the project. • List senior member that will be assigned to PCISD and designated representative to be assigned to PCISD (attach resumes). • Provide listing of firms who will provide specialized professional services required by this RFQ. • Firm’s diversity of personnel and evidence of being an Equal Opportunity Employer/Firm.
E.
Financial Qualifications (10%)
Firm will provide financial documents which provide evidence of financial stability. Firms shall submit audited financial statements including income statement, balance sheets and statements of changes for three (3) most recently completed fiscal years. If audited financial statements are not available, provide evidence of the level of third party review of the financial statements. Forms may also provide documenting source(s) and levels of financing (e.g. a letter from a financial institution describing a relationship with the Firm). F.
Project Management Plan (15%)
• Include a plan describing how your firm will manage the areas identified below. Describe the processes that will be used for the assignment of tasks, project scheduling, and budget control. Provide specific information on management of the following project phases:
Review and justification of the district’s existing strategic facilities master plan and its related data and documentation.
Review and justification of the District’s current documentation and project identification.
Educational Facility Programming Services
Bond programming services, including methods and resources used to communicate the proposed bond program planning to the community.
bond
planning
ATTACHMENT C REQUEST FOR QUALIFICATIONS PROJECT SCOPE OF WORK General Scope of Work The Pewitt Consolidated Independent School District Board of Trustees plans to call a general bond election for renovations, additions, and new school construction for Pewitt Consolidated Schools within the next few years. Architectural Long Term Facility Planning Services and Bond Planning Services will be required prior to the calling of a bond election. Pewitt Consolidated ISD will receive statements of qualifications from qualified architectural firms in an effort to select a firm(s) to produce a comprehensive 10 Year Strategic Facilities Master Plan. This Plan will be used to provide Bond Programming Planning Services and educational presentational material for the District. All materials produced will be used by the District to communicate the 10 Year Strategic Facility Planning Needs and Bond Planning Program to the Pewitt Consolidated community. The selected firm will also be called to plan, review and/or certify various projects as needed throughout the term of the contract. These projects may or may not be part of the long term facility plan.
Specific Project Scope of Work The Board of Trustees will retain the professional services of an Architectural / Engineering Firm(s) to produce the following Bond Program Planning: • Review, research, and analyze the existing demographic studies and student enrollment data maintained by the District to project future student growth within the district. Using this data and current enrollment data, project future facility planning projects required for PCISD for the next 10 years. • Review PCISD’s current grade configuration structure. Research, analyze, and recommend any and all changes required to best serve the Pewitt Consolidated community and students of PCISD in providing future Pewitt Consolidated school for service and use. • Review, research, analyze, and validate/ justify the District’s current Strategic Plan and its related planning and facility assessment data to recommend projected facilities /buildings to serve PCISD. Include in this building recommendation estimated project costs for all planned facilities. • Provide Pewitt Consolidated ISD with an updated comprehensive 10 Year Strategic Facilities Master Plan for all existing and projected facilities for the District.
• Provide the District with updated individual architectural / engineering project space and building programing for all existing and proposed new facilities with total estimated project costs projections. • Produce public educational bond planning materials and multimedia presentations as required to educate the Pewitt Consolidated community concerning future facility needs as addressed in the revised 10 Year Strategic Facilities Master Plan. • Provide the District with current educational and school design research which justifies the needs and rationale for building new schools, renovating existing schools, or adding to schools for Pewitt Consolidated ISD. Research data shall justify any needs for Pewitt Consolidated ISD to pursue a future bond submittal with the intent to provide Pewitt Consolidated with facilities that support 21st Century education.
Texas Education Code Section 44.034, Notification of Criminal History. Subsection (a), states “a person or business entity that enters into a contract with a school district must give advance notice to the district if the person or an owner or operator of the business entity has been convicted of a felony. The notice must include a general description of the conduct resulting in the conviction of a felony.” Subsection (b) states “a school district may terminate contract with a person or business entity if the district determines that the person or business entity failed to give notice as required by Subsection (a) or misrepresented the conduct resulting in the conviction. The district must compensate the person or business entity for services performed before the termination of the contract.”
This Notice Is Not Required of Publicly-Held Corporation
I, the undersigned agent for the firm named below, certify that the information concerning notification of felony convictions has been reviewed by me and the following information furnished is true to the best of my knowledge. Vendor’s Name ______________________________________________________ Authorized Company Official’s Name (Printed): _____________________________ A. My firm is a publicly held corporation; therefore, this reporting requirement is not applicable. Signature of Company Official / Date: _____________________________________ B.
My firm is not owned not operated by anyone who has been convicted of felony:
Signature of Company Official / Date: ______________________________________ C. My firm is owned or operated by the following individual(s) who has/have been convicted of a felony: Name of Felon(s): _________________________________________________ Details of conviction(s): _____________________________________________ ________________________________________________________________
Signature of Company Official/Date: _______________________________________
Please answer the following questions and return with this RFQ:
1.
Is your principal place of business in Texas? (Circle One) Yes No
2.
If no, in which state is your principal place of business?
3. If your principal place of business is not Texas, does your state favor resident Proposers in your state by some dollar increment of percentage? (Circle One)
Yes
No
4. For more information regarding this series of questions, see Article 601g of the Texas Civil Statues.
Authorized Signature ______________________________________________ Name of Company ________________________________________________ Telephone Number _______________________________________________ Address _________________________________________________________ City _______________________________ State __________ Zip __________ Submittal Number _____________________ Date __________________________
The undersigned affirms that they are duly authorized to execute this contract, that this company, corporation, firm, partnership or individual has not prepared this RFQ in collusion with any other firm submitting, and that the contents of this RFQ as to prices, terms or conditions of said RFQ have not been communicated by the undersigned not by any employee or agent to any other person engaged in this type of business prior to the official opening of RFQ. Vendor _______________________________________________________________ Address _______________________________________________________________ Phone ________________________________________________________________ Fax Number ___________________________________________________________ Signature _____________________________________________________________ Print Name ____________________________________________________________ Position with Company ___________________________________________________ Signature of Company Official Authorizing this Submittal / Date: ______________________________________________________________________ Company Official (Print Name) ___________________________________________________________ Official Position _________________________________________________________
