KELLER INDEPENDENT SCHOOL DISTRICT REQUEST FOR QUALIFICATIONS INSTRUCTIONS AND SPECIFICATIONS FOR: #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services DEADLINE: February 22, 2018 at 2:00 PM (CST) RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 1
************ IMPORTANT SUBMITTAL INFORMATION ************ Please duplicate the following label and affix to the outside of your sealed submittal envelope. Vendor s name and return address should be printed on the submittal envelope. FOR U.S. MAIL KELLER ISD PURCHASING DEPARTMENT 350 Keller Parkway KELLER, TX 76248 RFQ #1802-05 Architect Services Facility Assessments & Capital Improvement Planning Services DO NOT OPEN UNTIL: Thursday, February 22 nd, 2018 2:00 P.M. (CST) FOR HAND DELIVERY/COURIER SERVICES KELLER ISD PURCHASING DEPARTMENT 350 Keller Parkway KELLER, TX 76248 RFQ #1802-05 Architect Services Facility Assessments & Capital Improvement Planning Services DO NOT OPEN UNTIL: Thursday, February 22 nd, 2018 2:00 P.M. (CST) It is your responsibility to meet the submittal requirements. We recommend that you verify the label data with the title page; the latter prevails. RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 2
Legal Notice Request for Qualifications #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services The Keller Independent School District will accept Sealed Qualifications for RFQ# 1802-05 Architect Services pertaining to Facility Assessments and Capital Improvement Planning Services until 2:00 P.M. on February 22 nd, 2018 at: Keller ISD Purchasing Department 350 Keller Parkway Keller, TX 76248. Sealed submittals are to include the information requested in the packet in the sequence and format prescribed. In addition to and separate from the requested information, submitting organizations may provide supplementary materials further describing their capabilities and experience (under separate cover). One original and two copies are to be submitted to: Keller Independent School District Purchasing Department 350 Keller Parkway Keller, Texas 76248 Keller I.S.D. reserves the right to waive any informality and to reject any or all submissions. RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 3
February 2, 2018 Architect Address City, State, Zip Dear The Board of School Trustees of the Keller Independent School District is preparing to select an architectural firm to assist in assessing existing District facilities and provide services to assist in future capital improvement planning. The scope of the project involves evaluating existing facilities related to instructional program alignment with District standards and instructional objectives, accumulating a list of equipment and materials in need of replacement, assisting administrative staff in formalizing a capital improvement planning process for the next ten years. This questionnaire and any additional qualification information provided will also serve as an update to the District's database. The enclosed Pre-Qualification Questionnaire should be completed and returned to the Keller ISD Purchasing Department at 350 Keller Parkway, Keller, TX 76248 by February 22 nd, 2018, at 2:00 p.m., if your firm has any interest in being considered. All questionnaires will be screened by the District Administration and follow-up interviews or presentations may be requested if necessary. If you have any questions about any part of the questionnaire or the District in general, please do not hesitate to contact Billy Kidd, Director of Planning and Ground Services, at (817) 744-3971. We look forward to learning more about your firm. Sincerely, Hudson Huff Executive Director of Facility Services RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 4
KELLER INDEPENDENT SCHOOL DISTRICT Pre-Qualification Questionnaire ARCHITECTS Please answer each of the following questions and return to the District Purchasing Department. You may accompany the form with any extra sheets, data, or information you consider pertinent. DATE: NAME OF ORGANIZATION TYPE OF ORGANIZATION I.e. corporation, sole proprietor, partnership ADDRESS Street City State Zip HOME OFFICE OR CORPORATION HEADQUARTERS OF OFFICES AND THEIR LOCATIONS NUMBER TELEPHONE NUMBER 1. How long has your firm been engaged in the architectural profession? _ *Previous names of your Organization 2. Please attach sheets which give the following information about the top four people in your organization. a. Educational background (institutions, dates attended and degree awarded) b. Total length of experience in architectural and/or engineering profession (List firm names and length of service worked with each firm.) 3. Personnel in your present organization. Position Full Time Part-Time a. Registered Architects b. Architectural Interns c. Mechanical Engineers d. Structural Engineers e. Electrical Engineers f. Designers, Interior, etc. g. Draftsmen h. Observers of Construction i. Specification j. Clerical Help k. Other Total Number in Organization RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 5
4. Attach a chart of your present organization. Describe any outstanding characteristics of the organization. Exhibit # 5. Please indicate the number and total dollar amount of educational buildings you have designed and and/or for which you supervised construction in the past five years. Year Number of Projects Total Dollar Value 2017 2016 2015 2014 2013 Totals 6. Please submit a list of the buildings (with the same information as question #5) other than educational buildings, which you have designed and the construction of which you have observed during the past five years. Year Number of Projects Total Dollar Value 2017 2016 2015 2014 2013 Totals 7. List a sample of the type(s) of buildings you referred to in Question #6. 8. Submit a list of all educational buildings your firm currently has in progress and the stage of each. Exhibit #. Indicate the following information for each: a. School district and location Name of contact person b. Name of school, the number of pupils and grades for which it is being designed. c. Your estimated cost of the building d. Stage of project e. Delivery method 9. Submit a sample of all buildings, other than schools your firm has in progress and the stage of each. Exhibit #. Indicate the following information for each a. Kind of project b. Location of project c. Estimated cost of project d. Stage of project RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 6
10. Submit a list of all buildings your firm has completed in the immediate Dallas/Fort Worth area. 11. How many change orders did you have on your last five (5) school projects? # of # Owner Initiated Total Dollar Project and Date Change Orders Yes No Amount a. b. c. d. e. 12. List the last five (5) projects you designed and if those were at or under budget? a. Project Budget Bid Price_ b. Project Budget c. Project Budget d. Project Budget e. Project Budget Bid Price_ Bid Price_ Bid Price_ Bid Price_ 13. On your last five (5) school projects, provide the following: a. b. c. d. e. Project Owner's Initial Budget Final Bid Price Date of Bid RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 7
14. Who does your project supervision? What is his/her background? Discuss your method of supervision. Full or part-time on job supervision? 15. List your experience with capital improvement planning and identify the type of management services that can be provided. 16. List below what you consider to be the three (3) best school renovation projects you have designed. Also, name the project architect for each building and awards received. a. b. c. For each of the above, enclose photos or perspectives, elevations and floor plans. 17. What are some of the exceptional educational features of school buildings designed and engineered by your firm? 18. State specifically some of the prominent ways in which building materials are used in school buildings your firm has designed. What makes your buildings any better or different? 19. Does your firm provide educational consultant service? Yes If "Yes," please explain. No 20. If we were to select our own educational consultant, would the professional fee negotiated with you cover the cost of same? 21. List your experiences working with community/facility building committees: RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 8
22. What person(s) would be responsible for architectural design? District liaison? 23. What awards, recognition, honors, magazine coverage, etc. has your firm received? _ 24. List the construction manager at risk firms, if any, your organization has worked with on school projects. Firm Project Construction Manager Date 25. Is your firm willing to sign a contract other than the traditional AIA contract? Yes No We, the undersigned, understand that the above document becomes part of any agreement subsequently made with the owner, and we attest, to the best of our knowledge, to its accuracy. Date Firm Name Street Address City, State, Zip Signature of Firm Representative Printed Name of Firm Representative RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 9
REFERENCES FINANCIAL STABILITY must be demonstrated by each Bidder as well as a reliable delivery/service record. Include a list of at least three (3) accounts that have utilized your products/services for a minimum of one year. Other public school districts are preferred references. 1. 2. 3. NAME OF FIRM TELEPHONE REPRESENTATIVE NAME OF FIRM TELEPHONE REPRESENTATIVE NAME OF FIRM TELEPHONE REPRESENTATIVE CONTACT INFORMATION ADDRESS TO SEND ORDERS: REMIT TO ADDRESS: (If different from order address) Company Name Company Name Address Address City, State, Zip City, State, Zip Phone # Phone # Fax # Fax # Contact name/department Contact name/department Email address RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 10
DEVIATION FORM All deviations to the Specifications must be noted on this sheet. In the absence of any entry on this Deviation Form, the Vendor assures the Buyer of their full compliance with the Specifications and Conditions. The form may be duplicated as needed. THIS DEVIATION FORM MUST BE SIGNED BY EACH VENDOR WHETHER THERE ARE DEVIATIONS LISTED OR NOT, AND SUBMITTED WITH THIS PROPOSAL. Page/Item# DEVIATION If proposal contains no deviations, please check the box. COMPANY NAME AUTHORIZED SIGNATURE DATE RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 11
Felony Conviction Notification State of Texas Legislative Senate Bill No. 1, 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 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 a 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 a publicly held corporation I, the undersigned 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. Please select ONE choice below: My firm is a publicly held corporation; therefore, this reporting requirement is not applicable. My firm is not owned or operated by anyone who has been convicted of a felony. My firm is owned or operated by the following individuals who has/have been convicted of a felony. Name of individual (s): Details of conviction (s): Please complete the information below: Name of Vendor: (Please type or print) Name of Company Official: Signature of authorized agent: (Please type or print) Date: RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 12
CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity FORM CIQ This questionnaire reflects changes made to the law by H.B. 23, 84th Leg., Regular Session. This questionnaire is being filed in accordance with Chapter 176, Local Government Code, by a vendor who has a business relationship as defined by Section 176.001(1-a) with a local governmental entity and the vendor meets requirements under Section 176.006(a). Date Received OFFICE USE ONLY By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the vendor becomes aware of facts that require the statement to be filed. See Section 176.006(a-1), Local Government Code. A vendor commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An offense under this section is a misdemeanor. 1 Name of vendor who has a business relationship with local governmental entity. 2 Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date on which you became aware that the originally filed questionnaire was incomplete or inaccurate.) 3 Name of local government officer about whom the information is being disclosed. Name of Officer 4 Describe each employment or other business relationship with the local government officer, or a family member of the officer, as described by Section 176.003(a)(2)(A). Also describe any family relationship with the local government officer. Complete subparts A and B for each employment or business relationship described. Attach additional pages to this Form CIQ as necessary. A. Is the local government officer or a family member of the officer receiving or likely to receive taxable income, other than investment income, from the vendor? Yes No B. Is the vendor receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer or a family member of the officer AND the taxable income is not received from the local governmental entity? Yes No 5 Describe each employment or business relationship that the vendor named in Section 1 maintains with a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an ownership interest of one percent or more. 6 Check this box if the vendor has given the local government officer or a family member of the officer one or more gifts as described in Section 176.003(a)(2)(B), excluding gifts described in Section 176.003(a-1). 7 Signature of vendor doing business with the governmental entity Date Form provided RFQ by #1802-05 Texas Ethics Architect Commission Services - Facility Assessments & Capital www.ethics.state.tx.us Improvement Planning Services 13 Revised 11/30/2015
CONFLICT OF INTEREST QUESTIONNAIRE For vendor doing business with local governmental entity A complete copy of Chapter 176 of the Local Government Code may be found at http://www.statutes.legis.state.tx.us/ Docs/LG/htm/LG.176.htm. For easy reference, below are some of the sections cited on this form. Local Government Code 176.001(1-a): "Business relationship" means a connection between two or more parties based on commercial activity of one of the parties. The term does not include a connection based on: (A) a transaction that is subject to rate or fee regulation by a federal, state, or local governmental entity or an agency of a federal, state, or local governmental entity; (B) a transaction conducted at a price and subject to terms available to the public; or (C) a purchase or lease of goods or services from a person that is chartered by a state or federal agency and that is subject to regular examination by, and reporting to, that agency. Local Government Code 176.003(a)(2)(A) and (B): (a) A local government officer shall file a conflicts disclosure statement with respect to a vendor if: *** (2) the vendor: (A) has an employment or other business relationship with the local government officer or a family member of the officer that results in the officer or family member receiving taxable income, other than investment income, that exceeds $2,500 during the 12-month period preceding the date that the officer becomes aware that (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor; (B) has given to the local government officer or a family member of the officer one or more gifts that have an aggregate value of more than $100 in the 12-month period preceding the date the officer becomes aware that: (i) a contract between the local governmental entity and vendor has been executed; or (ii) the local governmental entity is considering entering into a contract with the vendor. Local Government Code 176.006(a) and (a-1) (a) A vendor shall file a completed conflict of interest questionnaire if the vendor has a business relationship with a local governmental entity and: (1) has an employment or other business relationship with a local government officer of that local governmental entity, or a family member of the officer, described by Section 176.003(a)(2)(A); (2) has given a local government officer of that local governmental entity, or a family member of the officer, one or more gifts with the aggregate value specified by Section 176.003(a)(2)(B), excluding any gift described by Section 176.003(a-1); or (3) has a family relationship with a local government officer of that local governmental entity. (a-1) The completed conflict of interest questionnaire must be filed with the appropriate records administrator not later than the seventh business day after the later of: (1) the date that the vendor: (A) begins discussions or negotiations to enter into a contract with the local governmental entity; or (B) submits to the local governmental entity an application, response to a request for proposals or bids, correspondence, or another writing related to a potential contract with the local governmental entity; or (2) the date the vendor becomes aware: (A) of an employment or other business relationship with a local government officer, or a family member of the officer, described by Subsection (a); (B) that the vendor has given one or more gifts described by Subsection (a); or (C) of a family relationship with a local government officer. Form provided RFQ by #1802-05 Texas Ethics Architect Commission Services - Facility Assessments & Capital www.ethics.state.tx.us Improvement Planning Services 14 Revised 11/30/2015
CERTIFICATION REGARDING LOBBYING CERTIFICATION FOR CONTRACTS, GRANTS, LOANS, AND COOPERATIVE AGREEMENTS The undersigned certifies, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying", in accordance with its instruction. (3) The undersigned shall require that the language of this certification be included in the award documents for all sub awards at all tiers (including subcontracts, sub grants and contracts under grants, loans, and cooperative agreements) and that all sub recipients shall certify and disclose accordingly. This certification is a material representation of fact upon which reliance was placed when this certification is a prerequisite for making or entering into this transaction imposed by section 1352, title 31, US Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. Company Authorized Representative (Print) Signature Date RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 15
Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion- Lower Tier Covered Transactions U.S Department of Agriculture This certification is required by the regulations implementing Executive Order 12549, Debarment and Suspension, 7 CFR Part 3017, Section 3017.510, Participants responsibilities. The regulations were published as Part IV of the January 30, 1989, Federal Register (pages 4722-4733). Copies of the regulations may be obtained by contacting the Department of Agriculture agency with which this transaction originated. (Before completing certification, read the instructions below.) Please check one choice below: The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. When the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. Organization Name Name and Title of Authorized Representative Signature Date Instructions for Suspension/Debarment Certification Statement 1. By signing and dating the certification statement, the bidder certifies that neither it nor any of its principals (e.g., key employees) has been proposed for debarment, debarred or suspended by a federal agency on the date signed. 2. The prospective bidder shall provide immediate written notice to the person to whom this proposal is submitted if at any time the prospective bidder learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 3. Federal and State penalties exist for vendors and districts that knowingly enter into contracts with suspended/debarred persons. RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 16
ACKNOWLEDGEMENT FORM Having carefully read the Standard Terms and Conditions and any Special Conditions listed in this document, the undersigned hereby agrees to furnish all goods and services specified on the Keller ISD Proposal Form at the prices and transportation costs as proposed. By submission of this proposal, the undersigned certifies that: a. This proposal has been independently arrived at without collusion with any other bidder or any other competitor; b. This proposal has not been knowingly disclosed and will not be knowingly disclosed, to any other bidder, competitor or potential competitor, prior to the opening of bids, or proposals for this project; c. No attempt has been or will be made to induce any other person, partnership or corporation to submit or not submit a proposal; d. The undersigned certifies that he is fully informed regarding the accuracy of the statements contained in this certification, and the penalties herein are applicable to the bidder as well as to any person signing in his/her behalf; e. Vendor warrants it has no interest, and shall acquire no interest that would directly or indirectly conflict in any manner or degree with the performance of this proposal. For violation or breach of this warranty, Keller ISD shall have the right to annul this contract without liability: f. As required by Local Government Code 176.006, the undersigned acknowledges the requirement of filing a Conflict of Interest Questionnaire if there are any facts that would require such to be filed, and can be obtained directly from the Keller ISD Purchasing Office, 350 Keller Parkway, Keller, TX 76248 g. The undersigned certifies that to his/her knowledge no Keller ISD employee has any personal or beneficial interest whatsoever in this service or property described herein. Respondent acknowledges receipt of Addenda number through and has incorporated the provisions therefore into this proposal. AUTHORIZED SIGNATURE PRINT NAME TITLE DATE RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 17
House Bill 89 VERIFICATION I, (Person name), the undersigned representative of_(company or Business name) (hereafter referred to as company) being an adult over the age of eighteen (18) years of age, do hereby depose and verify that the company named-above, under the provisions of Subtitle F, Title 10, Government Code Chapter 2270: 1. Does not boycott Israel currently; and 2. Will not boycott Israel during the term of the contract the abovenamed Company, business or individual with the Keller Independent School District. Pursuant to Section 2270.001, Texas Government Code: 1. Boycott Israel means refusing to deal with, terminating business activities with, or otherwise taking any action that is intended to penalize, inflict economic harm on, or limit commercial relations specifically with Israel, or with a person or entity doing business in Israel or in an Israeli-controlled territory, but does not include an action made for ordinary business purposes; and 2. Company means a for-profit sole proprietorship, organization, association, corporation, partnership, joint venture, limited partnership, limited liability partnership, or any limited liability company, including a wholly owned subsidiary, majority-owned subsidiary, parent company or affiliate of those entities or business associations that exist to make a profit. DATE SIGNATURE OF COMPANY REPRESENTATIVE RFQ #1802-05 Architect Services - Facility Assessments & Capital Improvement Planning Services 18
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