Statement of Qualifications Procedures

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1 Statement of Qualifications Procedures T A B L E O F C O N T E N T S I. NOTICE II. INSTRUCTIONS III. CM FIRM IV. CM PERSONNEL & TEAM V. CM EXPERIENCE & REFERENCES VI. CM ACKNOWLEDGMENTS & CERTIFICATIONS EXHIBITS A: SWORN STATEMENT B. RELATED PROJECTS C. UNCOMPLETED CONTRACTS SBAC Project A1801 New Elementary School I Construction Management Delivery Negotiated Fee Guaranteed Maximum Price

2 CONSTRUCTION MANAGEMENT STATEMENT OF QUALIFICATIONS I. NOTICE FOR PROCUREMENT Pursuant to Florida Statutes, the State of Florida s Consultants Competitive Negotiations Act, and The State Requirements for Educational Facilities, the School Board of Alachua County, Florida (SBAC), will consider the contracting of a Construction Management- At-Risk firm for providing professional services for: Construction project known as SBAC Project A1801 New Elementary School I, Parcel # located in Alachua County, Florida. The project consists of: Pre-Construction services including: constructability review; value engineering; cost control and the development of a Guaranteed Maximum Price; and Construction Services including site work and new construction. Instructions for completion and submission of the Statement of Qualifications may be obtained at the following website: A mandatory pre-submittal meeting will be held to review the requirements of the Statement of Qualifications at 10:00 a.m. local time, Wednesday, February 27, 2019, at the SBAC, Sivia Support Center, Facilities Department, 3700 NE 53 rd Avenue, Gainesville, Florida Business entities interested in providing Construction Management-At-Risk services to SBAC are hereby notified that eight sealed Statements of Qualifications for providing the required services must be received by 3:00 p.m. local time, Wednesday, March 6, 2019, at the Facilities Department located at the SBAC, Sivia Support Center, 3700 NE 53 rd Avenue, Gainesville, Florida If you have any questions, please call x1429. In accordance with Florida Statutes, a person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a bid on a contract to provide any goods or services to a public entity, and may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, for a period of 36 months from the date of being placed on the convicted vendor list. SBAC may reject all applicants, may stop the selection process at any time, may reject any or all Statements of Qualifications, and reserves the right to waive any informalities in the selection process. Advertisement dates: February 12, February 19, and February 26, The, Florida, Facilities Department Page 1 of 11

3 CONSTRUCTION MANAGEMENT STATEMENT OF QUALIFICATIONS II. INSTRUCTIONS: 1. Submit a Letter of Introduction Summary of the qualities that best qualify the applicant for this project. (Maximum 1 page) 2. Provide a Table of Contents. 3. Complete the Construction Management Statement of Qualifications in as much detail as possible and submit eight (8) bound copies per the legal advertisement. Proposals must be limited to eighty (80) pages. Number each side of each page consecutively, including letter of introduction, brochures, licenses, resumes, joint venture agreements, and any supplemental information. Covers, table of contents and divider tabs will not count as pages. Work product samples (estimates, schedules, reports, etc. provided in response to questions 16-18) will not be counted in the proposal page limit. Package these separately from the proposal, labeling each sample clearly. Submit only one (1) copy of the work product sample package. Any proposals exceeding the 80 page limit will be disqualified. 4. Submit copies of applicant s current State of Florida Contractors License. Provide copies of current State of Florida Department of Professional Regulation Construction Industry Licensing Board Certificate of Corporate Authorization showing: (1) License Number; (2) Certificate of Authorization date; and (3) designation of professional(s) qualifying the corporation to practice as a General Contractor. 5. Include a completed Public Entity Crime Statement for the applicant. As required by Florida Statutes, a Construction Management firm may not submit a proposal for this project if it is on the convicted vendor list for a public entity crime committed within the past 36 months. (See Exhibit A Form). 6. Attach a letter of intent from a surety company indicating the applicant s bondability for this project. The surety shall acknowledge that the firm may be bonded for each phase of the project, with a potential maximum construction cost of $23,500,000. The surety company must be licensed to do business in the State of Florida, and must have a Best Rating of A. 7. Only individual firms or legally formed joint ventures may apply for this project. Two or more firms may not apply jointly unless they have formed a joint venture. Joint ventures shall include a copy of the joint venture agreement. This does not preclude an applicant from having consultants. Any associations will be disqualified. Page 2 of 11

4 CONSTRUCTION MANAGEMENT STATEMENT OF QUALIFICATIONS III. CM FIRM: 1. Project Name: 2. Firm Name: 3. Address of Proposed Office in Charge: 4. Telephone #: Fax #: 5. Federal ID #: 6. Florida Corporate Charter #: 7. Date of Incorporation: List all Officers and the Registered Agent of the Corporation. 8. Is the applicant a joint venture? Yes No If so, describe the division of responsibilities between the participating firms, the office locations that will be the primary participants, and the percentage interest of each firm. A principal or officer shall sign this proposal on behalf of each party to the joint venture. Attach a copy of the joint venture agreement to each copy of the proposal. 9. How many years has this firm been providing Construction Management Services? 10. Within the previous five (5) years, has this firm or predecessor firms ever failed to complete a project? If so, please list the project and provide details. 11. Within the previous five (5) years, has this firm or predecessor firms been involved in any litigation? If so, please provide location, nature of litigation and case status. 12. List any subsidiary or affiliated companies in which the firm principals have a financial interest and explain the principals interest and the nature of the business. Page 3 of 11

5 CONSTRUCTION MANAGEMENT STATEMENT OF QUALIFICATIONS IV. CM PERSONNEL & TEAM: 13. a. List the total number of firm personnel by skill group; clerical, administrative, architects, engineers, foremen, superintendents, skilled employees, technicians, schedulers, estimators, unskilled employees, and other (specify). b. List the names of all key personnel which will be part of the Construction Management team for this project and provide their cities of residence. Describe in detail the experience and expertise of each team member and include a resume. Key personnel must be committed to this project for its duration. c. For each project listed in response to question 15, list the members of the proposed team who worked on the project and describe their roles. d. If the team, as a whole, provided Construction Management services for any of the projects listed in response to question 15, so indicate. 14. List any consultants which are included as part of the proposed Construction Management team. Describe each consultants proposed role in the project and its related experience. List projects on which your firm has worked with the consultant in the past. V. CM EXPERIENCE & REFERENCES: 15. a. List five (5) projects for which your firm has provided, or is providing, Construction Management services which are most related to this project. In determining which projects are most related, consider: related size and complexity; how many members of the proposed team worked on the listed projects; and, how recently the project was completed. List the projects in priority order, with the most related project first. (See Exhibit B format) b. For each of the listed projects, provide the following information: location, construction cost (original GMP and final contract amount), current phase of development, original and actual (or projected) completion date, type of Construction Management services provided, Owner s contact person and telephone number, and the name and telephone number of the Project Architect. Page 4 of 11

6 CONSTRUCTION MANAGEMENT STATEMENT OF QUALIFICATIONS 16. For two (2) of the projects listed in response to question 15, describe your cost control methods for the pre-construction and construction phases. How did you develop cost estimates and how often were they updated? Provide examples of how these techniques were used and what degree of accuracy was achieved. Include examples of successful value engineering to maintain project budgets without sacrificing quality. Submit a work product sample of a cost estimate. 17. For two (2) of the projects listed in response to question 15, describe the way in which your firm developed and maintained project schedules. How did you develop schedules and how often were they updated? Provide examples of how these techniques were used. Include specific examples of scheduling challenges, and how your firm helped solve them. Submit a work product sample of a project schedule. 18. For two (2) of the projects listed in response to question 15, describe the types of records, reports, monitoring systems, and information management systems which your firm used in the management of those projects. Submit a work product sample of each report used. 19. For two (2) of the projects listed in response to question 15, describe any conflicts or potential conflicts with the Owner or with trade contractors, and describe the methods used to prevent and/or resolve those conflicts. 20. For two (2) of the projects listed in response to question 15, describe the way your firm maintained quality control during the pre-construction and construction phases. Provide specific examples of how these techniques were used. 21. Give full information about all your present uncompleted contracts. Include all projects whether in progress or awarded but not yet begun, and regardless of with whom contracted. (See Exhibit C format) VI. CM ACKNOWLEDGMENTS & CERTIFICATIONS: 22. Regarding information furnished by the applicant herewith, and as may be subsequently provided including information presented at any finalist interviews: Do you make the following acknowledgments and certifications? If so, sign on the line provided below and have your signature notarized. a. All information of a factual nature is certified to be true and accurate. Page 5 of 11

7 CONSTRUCTION MANAGEMENT STATEMENT OF QUALIFICATIONS b. All statements of intent or proposed future action, including the assignment of personnel and the provision of services, are commitments that will be honored by the applicant if awarded the contract. c. If any information provided by the applicant is found to be, in the opinion of the Selection Committee or the Board, substantially unreliable, this application may be rejected. d. The Selection Committee may reject all applicants and may stop the selection process at any time. e. The selection of finalists for interview will be made on the basis of information provided herein. The interviewed firms will be ranked based on their total scores earned in response to the interview questions that will be provided to the finalists and the results of reference checks. f. It is understood that this proposal must be received at the School Board of Alachua County, Facilities Department located at the Sivia Support Center, 3700 N. E. 53 rd Avenue, Gainesville, Florida 32609, not later than 3:00 p.m. local time, Wednesday, March 6, g. The undersigned certifies that he/she is a principal or officer of the firm applying for consideration and is authorized to make the above acknowledgments and certifications for and on behalf of the applicant. h. The undersigned certifies that the Applicant has not been convicted of a public entity crime within the past 36 months, as set forth in Florida Statutes. FOR AND ON BEHALF OF THE APPLICANT Firm Name Signature/Typed Name/Title Sworn to and subscribed before me, a Notary Public, this day of, Notary Signature and Seal Page 6 of 11

8 EXHIBIT A Page 1 of 3 SWORN STATEMENT PURSUANT TO SECTION (3)(a), FLORIDA STATUTES, ON PUBLIC CRIMES THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. 1. This sworn statement I submitted to (print name of the public entity) by (print individual's name and title) for (print name of entity submitting sworn statement) whose business address is: and (if applicable) its Federal Employer Identification Number (FEIN) is (If the entity has no FEIN, include the Social Security Number of the individual signing this sworn statement: 2. I understand that a "public entity crime" as defined in Paragraph (1)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or of the United States, including, but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. 3. I understand that "convicted" or "conviction" as defined in Paragraph (1)(b), Florida Statutes, means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, nonjury trial, or entry of a plea of guilty of nolo contendere. Page 7 of 11

9 EXHIBIT A Page 2 of 3 4. I understand that an "affiliate" as defined in Paragraph (1)(a), Florida Statutes, means: a. A predecessor or successor of a person convicted of a public entity crime; or b. An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate. 5. I understand that a "person" as defined in Paragraph (1)(e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which bids or applies to bid on contracts for the provisions of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of an entity. 6. Based on information and belief, the statement which I have marked below is true in relation to the entity submitting this sworn statement. (indicate which statement applies.) Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity subsequent to July 1, The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the Final Order entered by the Hearing Officer determined that it was not in the public interest to place Page 8 of 11

10 EXHIBIT A Page 3 of 3 the entity submitting this sworn statement on the convicted vendor list. (attach a copy of the final order) I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 (ONE) ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND, THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION , FLORIDA STATUTES FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. (Signature) Sworn to and subscribed before me this day of, 20. Personally known OR Produced identification Notary Public - State of (Type of identification) My commission expires (Printed, typed, or stamped commissioned name of Notary Public) Page 9 of 11

11 RELATED CONSTRUCTION MANAGEMENT PROJECTS EXHIBIT B Page 1 of 1 A B C D E F Completion Date Owner Name, Location and Description of Project Type of Work Project Architect Original Contract Amount (GMP) Final Contract Amount G Original H Revised I Actual Page 10 of 11

12 STATUS OF UNCOMPLETED CONTRACTS EXHIBIT C Page 1 of 1 Date: A B C D E F G Owner Name, Location and Description of Project Project Architect Total Contract Amount Amount of Column D Sublet to Others Uncompleted Contract Amount Projected Completion Date COMPLETE THE FOLLOWING: NET TOTAL BILLINGS for previous 3 Fiscal Years: AVERAGE BACKLOG Value of uncompleted work on outstanding contracts for previous 3 Fiscal Years: 20 $ 20 $ 20 $ 20 $ 20 $ 20 $ Page 11 of 11

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