681 Florida Housing Associates, L.P.: 681 Florida St SAN FRANCISCO, CA REQUEST FOR QUALIFICATIONS/PROPOSALS ( RFQ/P ) FOR GENERAL CONTRACTOR SERVICES

Transcription

1 681 Florida Housing Associates, L.P.: 681 Florida St SAN FRANCISCO, CA REQUEST FOR QUALIFICATIONS/PROPOSALS ( RFQ/P ) FOR GENERAL CONTRACTOR SERVICES Issued by: Tenderloin Neighborhood Development Corporation (TNDC) & Mission Economic Development Agency (MEDA) Issuance of RFQ: Submittal Deadline: September 11, 2017 by 4:00PM PST

2 TABLE OF CONTENTS SECTIONS PROJECT OVERVIEW... 3 GENERAL CONTRACTOR SERVICES REQUESTED... 4 SELECTION PROCESS & SCHEDULE... 5 CONTRACTOR QUALIFICATIONS SUBMISSIONS... 7 TERMS AND CONDITIONS ATTACHMENTS ATTACHMENT A: Architectural Design Drawings ATTACHMENT B: SBE Program ATTACHMENT C: SF Administrative Code Chapter 12B ATTACHMENT D: Additional information form for A305 - Projects completed and in progress ATTACHMENT E: AIA A102 & A201 ATTACHMENT F: Selection Criteria ATTACHMENT G: Memorandum of Understanding (DRAFT) ATTACHMENT H: Estimated construction cost and duration; fee and general conditions proposal template ATTACHMENT I: Insurance Requirements ATTACHMENT J: OCIP Program 2

3 PROJECT OVERVIEW Introduction Tenderloin Neighborhood Development Corporation ( TNDC ) and Mission Economic Development Agency ( MEDA ) (TNDC and MEDA together, Sponsors ) have been selected by the Mayor s Office of Housing and Community Development ( MOHCD ) to develop 681 Florida Street (the "Project") located in the Mission neighborhood in San Francisco. The Project is comprised of 130 residential units, approximately 9,140 square feet of arts-related PDR space, and 3,900 SF of resident common areas and property management spaces. The design features a 9-story, Type 1 building along Bryant/Florida, between 18 th and 19 th Streets. The building will include 44 studios, 31 one-bedroom units, 38 two-bedroom units, 17 three-bedroom units, affordable to households earning 60% AMI or below, pursuant to the City and County of San Francisco s Mayor s Office of Housing & Community Development ( MOHCD ) guidelines. Project Development Team TNDC and MEDA are joint venture partners in the development of the proposed project. TNDC s mission is to provide affordable housing and services for low-income citizens in the Tenderloin and throughout San Francisco, to promote equitable access to opportunity and resources. TNDC has developed 2,733 units and currently owns 39 properties. In addition to developing the building, TNDC will be the property manager and social services provider. MEDA s Community Real Estate Program was launched at the end of 2013 through the Mission Promise Neighborhood initiative as a response to the displacement challenges facing low-income Latino families in the Mission District. By preserving and producing affordable residential and commercial real estate, MEDA s CRE Program helps to stabilize and strengthen the community. To date, MEDA has over 1,000 units completed or in development. Design Team Mithun Architects is the project architect and is responsible for managing the overall design and design sub-consultants. Project Design 681 Florida is located in the Mission District, San Francisco, and is Assessor s Parcel Number 4022/021 (the Site ). The Site area is 19,000 sf. It is bound to the North by a parcel to be developed by the Nick Podell Company; to the East by Florida Street; to the South by a nearly complete 4 unit market rate development, and a private residence; and to the West by Bryant Street. The Site is currently occupied by a large, 1-story vacant warehouse, which will be demolished by Nick Podell Company before the end of The project will be Type I construction with a mat slab foundation system. As proposed, key program elements include, but are not limited to, the following: 130 affordable rental units 3

4 Resident amenity spaces including: o Ground-level forecourt and podium-level exterior courtyard o Community Rooms o Management and Services Offices o Approximately 9,140 square feet of warm shell commercial space o Roof decks with community garden spaces Green Point Rating of 150 or higher Additional Project Information Project Specific Information. Preliminary architectural drawings are included as Attachment A. Overall Project Schedule Key design and construction milestones include the following: Schematic Design: August 2017 Design Development: December 2017 Construction Documents: July 2018 Start of Construction: January 2019 Construction Period: months 1 GENERAL CONTRACTOR SERVICES REQUESTED DESIGN/PRE-CONSTRUCTION PROCESS The Design and Pre-Construction Process involves plan review, cost estimating and value engineering by the Contractor. The Contractor is actively involved during this phase using its experience, skills, and knowledge to add value to the project. During the design process, the Contractor s duties will include, but may not be limited to the following: 1. Attend and participate in regular design meetings, in addition to other meetings as required by Owner; 2. Conduct exploratory work as necessary or recommended to inform the scope; 3. Assist the Project team in developing, managing and maintaining a realistic pre-construction schedule with established milestones as well as in developing the construction schedule; 4. Provide complete project cost estimates, including unit prices, within four weeks following the completion of Schematic Design, Design Development, and during the Construction Documents phase, and as may otherwise be required; 1 We assume 20 months construction for the purposes of this RFP/Q. However, if you believe the project can be completed on a faster timeframe, please indicate this in your proposal. Likewise, if you believe it will take longer than 20 months, please indicate this as well and offer justification for a longer timeframe. 4

5 5. Review plans and specifications as they are developed throughout the design period and provide written comments; 6. Participate in the value engineering process by proposing design/construction alternatives and by researching the cost implications of design alternatives; 7. Contribute to the green building design, construction, and compliance process; 8. Research materials and methods pertaining to the Project; 9. Secure multiple estimates from subcontractors for all elements of the proposed scope of construction. 10. Organize and present all sub-contractor bidding information at each cost estimating/bidding stage of the project using a clear and well-organized method, in order to facilitate the development team s review and understanding of proposed contract pricing. All bids are to be shared with developer, architect, and its construction management representatives. Clear presentation and documentation of pricing and alternative scenarios is of critical importance to the development team. 11. Coordinate with the development team and owners of the neighboring parcel, the Nick Podell Company and Build Group, to facilitate construction logistics and site access as needed. SELECTION PROCESS & SCHEDULE The RFQ/P process and schedule includes the following key milestones: CONTRACTOR SELECTION PROCESS Review of Qualifications and Fee Proposal A selection committee comprised of the architect and development team will review and score the Applicants qualifications, fee and general conditions proposals per the Scoring Criteria (see Attachment F). The Scoring Criteria will evaluate proposals based on: a) Demonstrated experience with comparable buildings in the area b) History of delivering projects on time and within budget c) Experience working with non-profit clients d) Experience in meeting LBE/SBE goals, and green building innovation e) Reasonable fee and general conditions For details regarding the submission of qualifications, see Requirements: Contractor Qualifications Submissions. Based upon the results of this evaluation, a short-list of no more than 3 contractors will be selected for interviews. Reference Calls and Interviews Short-listed applicants will be notified and asked to participate in interviews with the selection panel. Short-listed applicants will be scored using the following criteria: 5

6 A) Construction experience and qualifications with projects of similar size, type, and contract amount (40 percent) B) Value engineering, cost estimating, and negotiated contracting experience; including quality of submitted work samples (20 percent) C) Proposed contractor team for the Project (20 percent) D) Green building experience (10 percent) E) Proposed Fee and General Conditions (5 percent) F) Experience and success with meeting Section 3/Local Hire and LBE/SBE subcontracting goals (5 percent) In this phase, the selection panel will also conduct reference checks. Following interviews, the highestscoring/ranking contractor will be conditionally selected based on references, interview and other requested submitted documentation. SELECTION SCHEDULE Request for Qualifications/Proposal available: Questions Due Answers Provided Qualifications/Proposals due Interviews (tentative, please reserve this date(s)) Final Selection (tentative) August 25, 2017 September 1, 2017 September 11, 2017 September 14 19, 2017 September 25, 2017 SUBMITTAL REQUIREMENTS Complete submittals (including all Attachments, as appropriate), to be ed to the following individuals: Gabriel Speyer Project Manager Phone: (415) SUBMITTAL DUE Submittal Deadline: September 11, 2017 by 4:00PM PST Submittals received after the due date and time will not be accepted. Incomplete submittals will not be accepted. 6

7 CONTRACTOR QUALIFICATIONS SUBMISSIONS Please prepare your submittal addressing the following Contractor Qualifications Submissions requirements, in the order listed below. CONTRACTOR QUALIFICATIONS SUBMISSIONS 1. AIA Document A305, Contractor's Qualification Statement All applicants must complete the AIA A305 Contractor's Qualification Statement. The AIA A305 does not need to be notarized. a) In responding to Sections 3.4 and 3.5 of the AIA A305, major construction projects shall be understood to mean all rehabilitation projects over $5 million and new construction projects over $10 million. In responding to both Section 3.4 (Major Projects in Progress) and Section 3.5 (Major Projects Completed in the Past Ten Years) of the AIA A305, please use the attached form to provide this information (see Attachment D). Identify General Contractor staff involved in each project. Please provide contact information for owner and architect of each project. On a separate sheet or in the A305, please identify projects previously completed that required value engineering and cost estimating services. 2. Verification of Experience and Capacity In addition, please be aware of and conform to the following requirements, which are separate from those in the AIA A305. Documentation must be provided for all requirements below: b) The contractor must have been in business for a minimum of three (3) years without any official unresolved record of complaints registered or filed with the Contractor's State License Board of the California Department of Consumer Affairs. c) During the past ten years, the contractor must have successfully completed, within time and budgetary constraints, a minimum of two (2) projects of construction type and cost similar to the proposed Project. If the proposed Project represents a Project Larger than you have completed, please provide a statement demonstrating your capacity to complete the proposed Project successfully, including meeting bonding requirements. d) Provide a summary of its current workforce and staffing, and a complete list of projects (including budget and duration) currently under construction, under contract, or in the negotiation stage. e) Identify an employee who will be responsible for providing project management for the duration of the Project, including pre-construction services as well as the proposed superintendent. Provide resumes for these staff persons. Changes to either staff person will require Owner's prior approval. Please identify the name(s) of your staff that will provide the 7

8 cost estimating services for this Project, and submit his or her resume. Please indicate how the contractor will ensure continuity of its institutional knowledge of the project and decision making as the project shifts from pre-construction into bidding and construction. f) Information demonstrating your ability and capacity to perform value engineering and cost estimating services prior to construction while meeting all pre-construction schedule goals. Please identify projects previously completed that required value engineering and cost estimating services, including the original budget, target budget after value engineering, and final costs. g) Describe your process for leading the cost estimating and bidding process, and how information regarding sub-contractor bids and pricing is communicated to development team in a comprehensive, well-organized method. An example of how the contractor has developed tools for sharing bidding and pricing information with clients is required. h) Describe your experience working with the City of San Francisco Contractor Monitoring Division and CityBuild or other like/similar economic opportunity programs and provide information regarding local hire and SBE/LBE/WBE /MBE for recent projects. i) Provide documentation demonstrating prior experience with any projects financed with lowincome housing tax credits. j) In a separate narrative, detail specific experience with and knowledge of: i. New Construction mid-rise affordable housing developments of comparable size and scope in San Francisco and surrounding Bay Area, and any processes, systems and/or materials that are particular to this type of residential construction. ii. iii. Working for private non-profit clients similar to TNDC or MEDA. Green building to GreenPoint Rated criterion, including examples of green building techniques that have resulted in operational and/or capital cost savings. 3. Local Contracting and Local Hire: Local SF LBE contracting: a) What is your track record in the last five years in SF LBE subcontracting? List the last 5 projects and the percentages of SF LBE participation. b) If you are applying as a partnership with a local minority-owned SF LBE contractor, please describe the nature of their participation and percentages of the partnership. Please also note that such JV proposers are required to complete Schedule B of SBE Form 2 to document SBEpartner participation in the JV (See Attachment B). c) What are your outreach methods for increasing participation? Do you have any innovative methods for ensuring responsible participation? 8

9 Local Hire: a) What is your track record in the last five years in local hiring (San Francisco-based)? List the last 5 projects and the percentages of local hire participation. (Please list zipcodes, of projects and local hire participation, where possible.) b) What is the track record of your subcontractors in local hire? List the last 5 projects and the percentages of local hire participation. (Please list zipcodes where possible.) c) What are your outreach and training methods for local hire? How have you supported your larger subcontractors in increasing their local hiring? 4. Proposed Fee and General Conditions All applicants must submit a fee and general conditions proposal. Applicants should use the estimated construction cost and duration information and general conditions template included in Attachment H (additional lines may be added). All estimated construction cost and duration are preliminary for fee proposal purposes only and subject to change. The submission must include:! Proposed fee (based on a percentage) for the estimated construction contract amount, which includes overhead and profit.! Itemized general conditions based on the construction term in which you expect to successfully complete construction of the Project. Note: Proposed fees for general conditions, overhead and profit must not exceed the TCAC, HCD, and City of San Francisco maximum allowable fees. 5. A sample from a recent, comparable project including: Cost estimate Plan review comments from a CD progress set of documents Construction schedule indicating critical path Bid summary or bid-tabulation information List of clarifications and exclusions 6. Acceptance of the terms of the Memorandum of Understanding & Proposed Construction Contract The short-listed contractors will be evaluated on the basis on the fee proposal, submitted documents, interview by the selection panel and reference calls. 9

10 Following the interviews and reference calls, the highest-scoring/ranking applicant will be conditionally selected for the purposes of negotiating a Memorandum of Understanding for pre-construction services with the expectation to contract for construction. See Attachment G for draft. TERMS AND CONDITIONS This section outlines the terms and conditions which will be set forth in the construction contract. In submitting the contractor qualifications, the contractor acknowledges that he/she has read and understands that these terms and conditions apply to the Project. Owner reserves the right to revise and/or add any terms and conditions beyond those set forth below. Insurance and Bonds The Contractor will be required to post payment and performance bonds in an amount equal to 100% of the construction contract. The bond issuer shall be listed in U.S. Treasury Department Circular No The Contractor shall obtain and maintain Worker's Compensation Insurance to the extent required by law. The Contractor shall maintain General Liability Insurance in accordance with the MOHCD requirements as found in Attachment I. The program will have an Owner-Controlled Insurance Program (OCIP), as outlined in Attachment G. Chapters 12B and 12C To be eligible for the award of the contract, the Contractor must agree to comply with the requirements of Chapters 12B and 12C of the San Francisco Administrative Code. For information regarding Chapters 12B and 12C, please contact Romulus Asenloo of CMD at (415) or romulus.asenloo@sfgov.org. Please refer to Attachment C. Small Business Enterprise Contracting: Subcontracting/Professional Services/Suppliers The project is administered by the San Francisco Mayor s Office of Housing and Community Development (MOHCD). The San Francisco Contract Monitoring Division has assigned a 20% SBE participation goal for professional services subcontracting and will set a construction phase goal at a later date. The developer is responsible for meeting an overall SBE Participation goal of 20% for the design and pre-construction phase. The selected General Contractor will be responsible for assisting the project sponsor in meeting the 20% SBE professional services subcontracting goal and forthcoming construction phase subcontracting goals over the course of the project. The Developer and the City strongly desire a contracting team that represents the diversity of the City and, in particular, that of the neighborhood. As such, General Contracting firms certified as DBEs, SBEs, MBEs, WBEs and LBEs are strongly encouraged to reply to this request. Please submit a copy of your DBE, SBE, MBE, WBE or LBE certification together with the SBE Form 2 Declaration. First consideration will be given in awarding contracts to San Francisco-based SBEs and non San Francisco-based SBEs should be used to satisfy participation goals only if San Francisco-based SBEs are not available, qualified, or if their bids or fees are significantly higher than those of non San Francisco-based SBEs. To be eligible for this contract award, bidders must agree to comply with the San Francisco Small Business Enterprise ( SBE ) requirements and bidders are responsible to make a good faith effort to use SBEs for subcontractors/subconsultants. "Small Business Enterprise (SBE)" for this contract 10

11 means a business that is certified as an SBE under this program or the following similar programs and the firm s three-year average gross revenues do not exceed the maximum economic thresholds as described in the SBE Program Guidelines. Please see Attachment B for a description of the San Francisco SBE program. The professional services SBE subconsultant participation goal will be 20% and shall include any preconstruction services. The selected General Contractor will be required to meet the SBE subcontracting goal for construction services once it is set and comply with the Small Business Enterprise Program rules. Please refer to Attachment B. Again, a construction phase goal will be determined at a later date when construction estimates are nearly final. Website links for finding Certified DBEs/SBEs/LBEs: Certified Disadvantaged Businesses Enterprises ( Federal DBE Program ): Certified Small Businesses Enterprises ( State Program ): For Certified SF GSA Local Business Enterprises ( City Program ): The San Francisco Contract Monitoring Division ( CMD ) will confirm that a firm is certified as an SBE under the San Francisco SBE program. Ratings Bonus - The following rating bonus will be in effect for the award of this project for any proposers who are certified as an SBE, or joint ventures where the joint venture partners are in the same discipline and have the specific levels of participation as identified below. The rating bonus applies at each phase of the selection process. The application of the rating bonus is as follows: A 10% ratings bonus shall be applied to SBE s proposed as the prime contractor/consultant; or Joint Ventures A Rating or scoring Bonus will be added to the total proposal score and the total interview score (for firms selected for an interview) in the following breakdown: (1) five percent (5%) to a Joint Venture with SBE prime contractor participation that equals or exceeds thirty-five percent (35%) but is under forty percent (40%); (2) seven and one-half percent (7.5%) to a Joint Venture with SBE prime contractor participation that equals or exceeds forty percent (40%); (3) ten percent (10%) to a SBE prime consultant or a Joint Venture among SBE prime consultants. The Ratings Bonus shall apply to each stage of the selection process, including proposals and interviews. Joint Venture Bid/ratings bonus will be added to the score only to a Joint Venture (1) that meets the requirements contained in the SF SBE Program and (2) when the SBE is an active partner in the Joint Venture, performs work, manages the job, takes financial risks in proportion to the required level of participation stated in the bid documents, is responsible for a clearly defined portion of the work to be performed, and shares proportionately in the Ownership, Control, management responsibilities, risks, and profits of the Joint Venture. The portion of the SBE Joint Venture's work shall be set forth in detail separately from the work to be performed by the non-sbe Joint Venture partner. The 11

12 SBE Joint Venture's portion of the Contract must be assigned a commercially reasonable dollar value. A prime contractor/consultant that is not certified as an SBE that proposes to subcontract to a firm that is certified as an SBE but not as a joint venture will not be awarded a ratings bonus. Forms Submitted with Proposal: The following forms (located in Attachment B) must be executed in full and submitted with the proposal package, or as otherwise specified; if not, the proposal may be rejected. For the purposes of use of the forms, Contractor and consultant are synonymous: SBE FORM No. 1 - CONSULTANT/JOINT VENTURE AND SUBCONSULTANT PARTICIPATION REPORT: All proposers are required to complete this form and include the names of the SBEs being used, lower tier SBEs, as well as non-sbes and a description of the work they will perform, the services or supplies which will be provided by each and the dollar value of each SBE transaction. This completed form must be submitted with the proposal. SBE FORM No. 2 - SBE CONSULTANT/JOINT VENTURE PARTNER/SUBCONSULTANT GROSS REVENUE DECLARATION: An SBE consultant/joint venture partner and listed SBE subconsultants or suppliers, including lower tier subconsultants or suppliers, must complete this form AND submit listed firm s current SBE certification. The prime shall collect the completed forms and submit them with its proposal on the proposal due date. The SBE consultant and listed SBE subconsultants or suppliers will need to submit this form declaring, under penalty of perjury, that their total average gross revenues for collect the completed forms and submit them with its proposal on the proposal due date. The SBE consultant and listed SBE subconsultants or suppliers will need to submit this form declaring, under penalty of perjury, that their total average gross revenues for the past three years are equal to or below the applicable income thresholds for the specific category of the contract. SBE FORM No. 3 - SMALL BUSINESS ENTERPRISE ACKNOWLEDGEMENT DECLARATION: (to be submitted by each listed SBE consultant) - Every listed SBE subconsultant or supplier, including lower tier subconsultants, must submit the completed declarations to the proposers. The proposers shall submit the completed declarations to CMD with the proposal unless an extension of time is granted by CMD. Schedule B Joint Venture Participation Form (if applicable): Joint Ventures formed at either the prime consultant level or subconsultant level must submit a Joint Venture Participation Form (Schedule B) plus a joint venture agreement. For more information about the San Francisco SBE program as it relates to this RFQ/P, please see Attachment B and/or contact Mr. Ryan Briscoe Young at (415) or Ryan.B.Young@sfgov.org at the City and County of San Francisco Contract Monitoring Division. 12

13 Small Business Enterprise Program: Workforce This project is subject to the City s construction workforce program requirement of 50% San Francisco resident participation goal, which is calculated by work hours for each construction trade. See the contract compliance requirements for further information on the work force goals. Eligible employees and their work hours may be counted toward meeting more than one of these programmatic goals. Assistance will be provided by CityBuild in placing qualified individuals. Local Hire This Project is subject to the First Source Hiring Program under Chapter 83 of the Administrative Code of San Francisco. Bidders are hereby advised that the requirements of the First Source policies will be incorporated as a material term of any contract awarded for the Project. Davis Bacon State Prevailing Wage Requirements The Project shall be subject to Federal Prevailing Wage requirements. The appropriate Federal wage determination shall be provided by MOHCD and incorporated in the Project Manual to become a part of the Contract Documents. Construction Contract The form of the construction contract will be a cost plus fee with a guaranteed maximum price (modified AIA A102 and modified AIA A201, see Attachment E). Construction Cost Audit The construction contract may be cost certified at completion of construction by an independent accounting firm. The audit will require the cooperation of the Contractor. OWNER RIGHTS AND OPTIONS Owner reserves the right to postpone the Project for its convenience, to withdraw this request for contractor qualifications at any time, to reserve the right to waive irregularities in the selection process, to reject any and all submissions as indicated below in Grounds for Rejection, and to negotiate with any or none of the applicants. This request for contractor qualifications does not commit Owner to enter into a contract for constructing the Project. Grounds for Rejection Owner or its representative(s) may reject any and all contractor qualifications for the following reasons:! The contractor does not demonstrate the minimum project experience required! The submission of qualifications does not contain all the information requested in the section titled Phase I Requirements: Contractor Qualifications Submissions! The contractor is not qualified to perform the services required, as determined by the scored ranking of the proposal! Owner decides to withdraw this Request for Qualifications! The contractor qualifications are received after the designated deadline 13

14 ! Acceptance of contractor qualifications would entail a violation of law or City codes! The contractor is suspended or disqualified from projects funded by HUD, MOHCD, the State of California, or OCII CLAIMS PROCEDURES Firms wishing to contest the contractor selection process or results will have five (5) business days from the date of notice of the final selection to submit written complaints to the Contractor Monitoring Division, in accordance with its prevailing guidelines. 14