REQUEST FOR PROPOSALS

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1 REQUEST FOR PROPOSALS FOR CONSTRUCTION MANAGEMENT SERVICES FACILITIES MODERNIZATION PROJECTS LOS ANGELES UNIFIED SCHOOL DISTRICT FACILITIES SERVICES DIVISION March 14, 2002

2 REQUEST FOR PROPOSALS FOR CONSTRUCTION MANAGEMENT SERVICES FACILITIES MODERNIZATION PROJECTS LOS ANGELES UNIFIED SCHOOL DISTRICT FACILITIES SERVICES DIVISION IMPORTANT INITIAL INFORMATION RELEASE OF FACILITIES MODERNIZATION RFP MARCH 14, 2002 MANDATORY PRE-PROPOSAL CONFERENCE 9:00 a.m., MARCH 22, 2002 Webster Middle School Auditorium W. Graham Place Los Angeles, CA DIRECTIONS TO WEBSTER MIDDLE SCHOOL Intersection of National Blvd. and Sepulveda Blvd West on National Blvd., 0.2 mile to Sawtelle Blvd. Right (North) two blocks to Graham Place Left ½ block For parking enter on Sawtelle side of school Overflow parking will be provided on the P.E. field Kindly do not telephone the school for directions SUBMITTALS DUE AT FACILITIES DIVISION OFFICE APRIL 5, COPIES 3:00 P.M. ADDRESS FOR SUBMITTALS Los Angeles Unified School District Facilities Services Division 355 S. Grand Avenue, Suite 1153 Los Angeles, CA Attn: ROBERT FUNDIS Director of Facilities Projects CONTRACT BEGIN DATE JUNE 17, 2002 RFP 2

3 REQUEST FOR PROPOSALS FOR CONSTRUCTION MANAGEMENT SERVICES FACILITIES MODERNIZATION PROJECTS LOS ANGELES UNIFIED SCHOOL DISTRICT FACILITIES SERVICES DIVISION TABLE OF CONTENTS PAGES 1. REQUEST FOR PROPOSALS ATTACHMENT A (DRAFT CONTRACT) A. EXHIBIT A (SCOPE OF SERVICES; CM POSITIONS AND REQUIREMENTS).. 6 B. EXHIBIT B ( TYPICAL LOCATION and STAFFING ESTIMATES).. 3 C. EXHIBIT C (SEALED COST PROPOSAL) 1 D. EXHIBIT D (SAMPLE WORK AUTHORIZATION).. 2 E. EXHIBIT E (ADDITIONAL GENERAL TERMS AND CONDITIONS) 3 F. EXHIBIT F (LAUSD CODE OF CONDUCT) ATTACHMENT B (SELECTION CRITERIA). 1 RFP 3

4 REQUEST FOR PROPOSALS FOR CONSTRUCTION MANAGEMENT SERVICES FACILITIES MODERNIZATION PROJECTS LOS ANGELES UNIFIED SCHOOL DISTRICT FACILITIES SERVICES DIVISION 1.0 Introduction The Los Angeles Unified School District (LAUSD) is soliciting proposals from qualified firms for Construction Management (CM) Services for approximately $1.5 billion school modernization program to be accomplished during the period of July 2002 through June LAUSD intends to award multiple contracts under this solicitation to the most qualified firms for the services described herein. CM firms will be selected to provide services at one or more Local Districts and at the Director of Facilities Projects office. Construction projects are currently under various stages of construction, design and planning. LAUSD requires services for design management, pre-bid functions, and construction contract administration. The scope of services, as well as the positions necessary to provide these services, are detailed in Attachment A (Draft Contract), Exhibit A. 1.1 Background The LAUSD contains nearly 900 schools (excluding adult and early education centers) spread out over an area of 708 square miles. LAUSD is managed through eleven (11) administrative units called Local Districts (Local District A through Local District K). The Facilities function at each Local District is headed by the Local District Facilities Director (LDFD) and Local District Project Manager (LDPM). Together, they execute design and construction projects for their Local District. For a map of the District, go to and click Reference, Search LAUSDnet. There are approximately 6,000 projects, totaling $1.5 billion in construction contract value, to be executed between now and June CM firms will be selected to help manage projects at one or more Local Districts and at the Division office and will function as extension of LAUSD staff. LAUSD requires these CM firms to support its mission of building and modernizing facilities to maintain and improve instructional programs at all District schools. LAUSD intends to enter into contracts with qualified firms per the schedule presented in Section 5.0, Schedule of Events. RFP 4

5 2.0 Pre-proposal Conference A mandatory Pre-proposal Conference is scheduled for March 22, 2002 at Webster Middle School Auditorium, located at W. Graham Place, Los Angeles, CA at 9:00 AM. Written proposals (Submittals) will only be accepted from proposers who are represented at this meeting. District will review the RFP and answer related questions at this meeting. 3.0 Selection Procedure and Criteria LAUSD will review Submittals and invite the best qualified CM firms to interviews. LAUSD will appoint Submittal Selection Panel(s) to review each Submittal and develop an Interview List. The Interview Panel will interview invited firms and make selection recommendations to the Chief Executive of Facilities Services Division. After completing selections, LAUSD will enter into negotiations with selected firms. Final approval of the selected firms, and the associated contracts, is by the LAUSD Board of Education. Depending on the number of responses, LAUSD may choose to combine the Submittal Review and Interview Panels. LAUSD reserves the right to not hold interviews and make the selection based solely on review of the Submittals. Submittals will be assessed using the dimensions identified in RFP Attachment B, Selection Criteria. 4.0 Submittal Submission Requirements Submittals that do not meet Submission Requirements are subject to rejection. 4.1 General Requirements Economy of Presentation Submittals must address the requirements of the RFP in the exact order set forth below in Section 4.2. They should be as concise as possible and shall not contain any promotional, advertising or display materials. Clarity of expression and logical organization are highly valued. Submittals shall directly address the scope of services and the position requirements detailed in Exhibit A. Resumes Provide resumes for each position listed for Local Districts and the Division office in Exhibit B, Typical Location. To be considered as a CM RFP 5

6 candidate for multiple locations, submit sufficient resumes to fully staff multiple locations. Proprietary Information Any proprietary information that respondents wish to keep confidential must be clearly so identified in the Submittals. LAUSD shall not be responsible for any unintentional disclosure of the confidential information. 4.2 Format of Submittals Submittals shall be organized in the following order: Transmittal Letter Submittals shall contain a one page transmittal letter with the following information: Name of the CM firm and contact information Number of locations (Local Districts and Facilities Services Division office) for which the CM firm wishes to be considered. For more information, see Exhibit B. Certification stating I certify under penalty of perjury that all the responses contained herein are true and correct. Printed name and signature of person authorized to obligate the CM firm. Title Page: Indicate the name of the firm, its address, telephone and fax numbers, and contact person. Table of Contents: Include a clear identification of the Submittal by section and page number. The sequencing of the Submittal sections shall be: I. GSA SF 254 and GSA SF255 (see Section 4.3) II. III. Technical and Business Experience of the Firm a. Management and Organization b. Experience with School Projects c. References of Past Clients (see Section 4.3) d. Financial State of Firm (see Section 4.3) e. Capacity to Support More Than One Local District Qualification of Proposed Personnel a. Qualifications and Relevant Individual Experience b. Relevant Qualifications of Key Members RFP 6

7 IV. Professionalism and Team Balance a. Experience in Project Management, Construction Management, Cost Controls (Expedition), and Project Scheduling (Primavera Project Planner) V. Additional Data (see Section 4.3) VI. Insurance (see Section 4.3) VIII. Sealed Cost Proposal (see Section 4.3) 4.3 Contents of Submittal Following are details of six items referenced in Section 4.2 above GSA SF 254 and GSA SF255 (for forms see standard forms) As referenced above, provide completed General Services Administration SF 254 and SF 255 for the CM firm and for each proposed position and include the following information if not included in the form: a. How long has the firm been in existence? b. State whether the firm is local, national or international. c. Give the location of the firm s main office and any local offices in Southern California. d. State whether the firm is an individual proprietorship, partnership, corporation or joint venture, etc. e. Describe the range of services performed by the firm. f. Provide the name, title, experience and qualifications of the officers, directors and owners of the firm. g. Give the name(s) of the person(s) who will be authorized to make representations for the firm, their titles, addresses and telephone numbers. h. Does the proposed team include veteran, small, disadvantaged, minority or women-owned business enterprises? References As referenced above, each firm must include the following references. Show names of agencies, contact name(s), and phone number(s) of persons regarding the specified project. a. List services performed for California public school districts, state and local public agencies, and when performed. b. List similar services performed for at least five additional organizations and when performed. RFP 7

8 c. List additional references, if desired. d. List accounts lost by the firm in the last three years Financial State of Firm As referenced above, provide either an audited or reviewed financial statement prepared by an independent CPA licensed in the State of California or licensed in the state of the firm s principal place of business. In addition, corporations must submit a copy of the Certificate of Status issued by the State of California Secretary of State. Status may be either for a domestic corporation or foreign corporation, if incorporated in the state other than California Additional Data As referenced above, information deemed necessary, beyond that required by this RFP, should be restricted to this section. Identify staffing, including names, references and resumes of all proposed senior and technical team members. If there is no additional information to present, state in this section: There is no additional information we wish to present Insurance Contractor shall provide and maintain at its own expense, during the term of the agreement entered into as a result of this RFP, the following programs of insurance covering its operations hereunder. a. Liability Comprehensive General Liability in an amount not less than $5 million per occurance. Policy shall be provided by insurer(s) acceptable to the District and shall name District as an additional insured. b. Worker s Compensation A program of workers compensation insurance which meets all applicable requirements of the Labor Code of the State of California, including Employers Liability with a limit of no less than $5 million, and which specifically covers all persons providing services on behalf of Contractor and all risks to such persons under this agreement. c. Auto Liability Coverage in an amount and from a carrier acceptable to the District shall be required for all owned, and non-owned, and hired vehicles. d. Proof of Insurance Certificates of the above required insurance shall be included with the Proposal. Failure to procure or maintain the required insurance may be grounds for rejection of Proposal, or for termination of any contract entered into as a result of this RFP. RFP 8

9 Please see Attachment A (Draft Contract), Section 14, for additional insurance related information Cost and Time Summary As referenced above, provide a sealed cost proposal in the format specified in Exhibit C, Sealed Cost Proposal. LAUSD will follow the applicable portions of Code of Federal Regulation Title 48 (Federal Acquisition Regulations), Part 31, Contract Cost Principles and Procedures in all matters pertaining to price and cost for Agreement to be entered as a result of this solicitation. 5.0 Schedule of Events The following is the anticipated schedule of events for this RFP. All dates are tentative. Distribution of RFP March 14, 2002 Mandatory pre-proposal conference March 22, 2002 Submittals due (10 copies) April 5, 2002 Selected firms invited for interviews April 18, 2002 Interviews April 23 April 25, 2002 Begin negotiations May 6, 2002 Contracts signed by CM firms May 17, 2002 Contracts begin date June 17, Address for Submittals A total of ten (10) copies of the proposal should be submitted no later than 3:00 p.m. on April 5, 2002 to: Los Angeles Unified School District Facilities Services Division 355 S. Grand Avenue, Suite 1153 Los Angeles, CA Attention: Robert Fundis Director of Facilities Projects Submittals will be time and date stamped upon receipt. Submittals received after the time and date indicated will not be accepted. 7.0 Information For information regarding this RFP, contact Robert Fundis, Director of Projects, Facilities Services Division, LAUSD, at RFP 9

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