18
MEMORANDUM TO: Architectural and Engineering Consultants FROM: Michael Weishaar, Ph.D., Assistant Superintendent DATE: September 29, 2017 RE: RFQ Facility Master Plan Enclosed is a Request for Qualifications (RFQ) for the development of a Facility Master Plan. The proposed period of the awarded Agreement will be for a one-year period, with four one-year renewal options. The responsive Qualifications will comply with all federal, state and local regulations. Information regarding the services to be provided, data which must be submitted as part of the Qualifications, and related details are included in the RFQ. All interested parties must submit Qualifications by November 6, 2017 before 10:00 a.m., CST. No late submittals will be accepted. The Board of Education reserves the right to accept or reject any or all Qualifications, to waive any irregularities, and to accept the Qualifications that is in the best interest of the District. The award for a comprehensive Facility Master Plan is tentatively planned for consideration by the Board at its regular meeting on November 27, 2017. Companies are to submit five (5) copies of their response to the RFQ. Qualifications shall be delivered in sealed envelopes clearly marked as indicated below. Center School District #58 Michael Weishaar, Assistant Superintendent 8701 Holmes Road Kansas City, MO 64131 RE: Facility Master Plan All communications by the FIRM concerning this RFQ, including requests for additional information or clarification, or arrangements to visit the District to review its financial records prior to preparing its Qualifications, must be directed to Michael Weishaar, Assistant Superintendent via phone at (816) 349-3320 or via email at [email protected]. Any explanation of or questions regarding the RFQ or its related documents must be requested in writing by 4:00 p.m. CST on October 30, 2017.

MEMORANDUM - center.k12.mo.us · MEMORANDUM TO: Architectural and Engineering Consultants FROM: Michael Weishaar, Ph.D., Assistant Superintendent ... inconsistency in favor of the

  • Upload
    dolien

  • View
    214

  • Download
    1

Embed Size (px)

Citation preview

MEMORANDUM

TO: Architectural and Engineering Consultants

FROM: Michael Weishaar, Ph.D., Assistant Superintendent

DATE: September 29, 2017

RE: RFQ – Facility Master Plan

Enclosed is a Request for Qualifications (RFQ) for the development of a Facility Master Plan. The proposed period of the awarded Agreement will be for a one-year period, with four one-year renewal options. The responsive Qualifications will comply with all federal, state and local regulations. Information regarding the services to be provided, data which must be submitted as part of the Qualifications, and related details are included in the RFQ. All interested parties must submit Qualifications by November 6, 2017 before 10:00 a.m., CST. No late submittals will be accepted. The Board of Education reserves the right to accept or reject any or all Qualifications, to waive any irregularities, and to accept the Qualifications that is in the best interest of the District. The award for a comprehensive Facility Master Plan is tentatively planned for consideration by the Board at its regular meeting on November 27, 2017. Companies are to submit five (5) copies of their response to the RFQ. Qualifications shall be delivered in sealed envelopes clearly marked as indicated below.

Center School District #58 Michael Weishaar, Assistant Superintendent 8701 Holmes Road Kansas City, MO 64131 RE: Facility Master Plan

All communications by the FIRM concerning this RFQ, including requests for additional information or clarification, or arrangements to visit the District to review its financial records prior to preparing its Qualifications, must be directed to Michael Weishaar, Assistant Superintendent via phone at (816) 349-3320 or via email at [email protected]. Any explanation of or questions regarding the RFQ or its related documents must be requested in writing by 4:00 p.m. CST on October 30, 2017.

Request for Qualifications

to provide a

FACILITY MASTER PLAN

Sealed Qualifications to be delivered to:

Center School District #58

Attn: Michael Weishaar

8701 Holmes Road

Kansas City, MO 64131

All Qualifications must be received by

10:00 a.m. CST

November 6, 2017

By Authorization of the

BOARD OF EDUCATION

Center School District

8701 Holmes Road

Kansas City, MO 64131

CENTER SCHOOL DISTRICT #58

REQUEST FOR QUALIFICATIONS RFQ – Facility Master Plan

The Center School District will accept separate sealed qualifications from qualified firms/ providers

interested in providing the following:

FACILITY MASTER PLAN

Qualifications must be received by 10:00 A.M. local time, on November 27, 2017 at 8701 Holmes Road,

Kansas City, MO 64131. Qualifications documents and any addendums are available only by contacting

Michael Weishaar, Assistant Superintendent, at 816-349-3320 OR email at

[email protected]. All qualifications document templates and responses must be coordinated

through Michael Weishaar. The District reserves the right to reject any and all qualifications, to waive

technical defects in the qualifications, and to select the qualifications deemed most advantageous to the

District.

DISTRICT DEMOGRAPHICS

The District is a political subdivision of the State of Missouri and is governed by a seven-

member Board of Education. Located in Jackson County, the District provides education to

approximately 2,600 students in Pre-Kindergarten through grade 12.

The District operates four elementary schools, one early childhood center, one middle school,

one high school, and one alternative school.

The District’s current operating budget (General and Special Revenue Funds only) for FY17 is

approximately $38 million. The District employs approximately 450 full time and part time

individuals.

RESPONSE TIMELINE

September 29, 2017 Release Request for Qualifications

October 30, 2017 Requests for Interpretations Deadline

November 6 2017 Response Deadline – Qualifications Due back to District

Nov. 13-Nov. 20, 2017 Evaluation and Interviews as Needed

November 27, 2017 Present Award of Contract to Board of Education

GENEERAL CONDITIONS

1. The Board of Education of the Center School District (hereafter “District”) will receive sealed

Qualifications from qualified Firms of qualified architects/engineers for providing a

Comprehensive Facility Master Plan.

2. The purpose of this Request for Qualifications (RFQ) is to establish the requirements for a Facility

Master Plan, and to solicit Qualifications from Firms (hereafter “FIRM”) for providing such

services. The RFQ requests a great amount of detail to avoid delays, misunderstanding, and to

simplify the evaluation of the Qualifications. The FIRM is requested to respond to each

specification.

3. The FIRM must submit complete Qualifications covering all requirements identified in this RFQ

package in order to be considered. All Qualifications will be carefully scrutinized to ensure that

such requirements can be met. Qualifications submitted must be the original work product of the

FIRM.

4. Five (5) copies of the Qualifications shall be sealed and plainly marked on the envelope with the

name “Facility Master Plan” and delivered to:

Center School District

8701 Holmes Road

Kansas City, MO 64131

5. Qualifications will be received until 10:00 a.m. CST on November 6, 2017. Electronic or

facsimile offers will not be considered in response to this RFQ, nor will modifications by electronic

or facsimile notice be accepted.

6. Qualifications may be modified or withdrawn by written notice or in person by the FIRM or its

authorized representative, provided its identity is disclosed on the envelope containing the

Qualifications and such person signs a receipt for the Qualifications, but only if the withdrawal is

made prior to the deadline.

7. The information presented in the RFQ is not to be construed as a commitment of any kind on the

part of the District. There is no expressed or implied obligation for the District to reimburse

responding Companies for any expenses incurred in preparing Qualifications in response to this

request.

8. All Qualifications must be submitted on the District forms as attached with this specification.

Qualifications submitted on forms other than the enclosed may be rejected. No alternate

Qualifications that significantly deviate from or modify the concept and ultimate objectives of this

RFQ will be considered. Non-compliance with RFQ specifications will disqualify the FIRM from

further consideration.

9. Any explanation or statement that the FIRM wishes to make must be contained with the

Qualifications but shall be written separately and independently of the Qualifications proper and

attached thereto. Unless the FIRM so indicates, it is understood that the FIRM has proposed in strict

accordance with the RFQ requirements.

10. The District reserves the right to reject any or all Qualifications and to waive informalities and

minor irregularities in Qualifications received. The District, in its sole discretion, will determine

whether an irregularity is minor.

11. All Qualifications shall be deemed final, conclusive and irrevocable and no Qualifications shall be

subject to correction or amendment for any error or miscalculation. No Qualifications shall be

withdrawn without the consent of the District after the scheduled closing time for the receipt of

Qualifications.

12. The FIRM is responsible for its own verification of all information provided to it. The FIRM must

satisfy itself, upon examination of this RFQ, as to the intent of the specifications. After the

submission of the Qualifications, no complaint or claim that there was any misunderstanding will

be entertained.

13. No oral interpretation will be made to any FIRM as to the meaning of the RFQ. Any oral

communication will be considered unofficial and non-binding on the District. Unauthorized contact

by the FIRM with other District employees, Board members or agents of the Board regarding the

RFQ may result in disqualification.

14. Requests for interpretation must be made in writing to the Assistant Superintendent of the Center

School District no later than 4:00 p.m. on October 30, 2017. Any information given to a FIRM

concerning the RFQ will be furnished to all Companies as an addendum to the RFQ if, in the

District’s sole discretion, such information is deemed necessary to all Companies in submitting

Qualifications on the RFQ, or the lack of such information would be prejudicial to uninformed

Companies. The FIRM should rely only on written statements issued by the District in the form of

an addendum to the RFQ.

15. Qualifications may contain data that the FIRM does not want used or disclosed for any purpose

other than evaluation of the Qualifications. The use and disclosure of such data may be so

restricted, provided the FIRM marks the cover sheet of the Qualifications with the following

legend: “Technical data contained on pages _____ and _____ in the Qualifications furnished in

connection with the Request for Qualifications of the Center School District shall not be used

nor disclosed except for evaluation purposes, provided that, if a Contract is awarded to this

FIRM as a result of or in connection with the submission of this Qualifications, Center School

District shall have the right to use or disclose technical data to substantiate the award of a

Contract.”

16. The above restriction does not limit the District’s rights to use or disclose without the FIRM’s

permission any technical data obtained independently from another source. Qualifications shall not

contain any restrictive language different from the above legend. Qualifications submitted with

restrictive legends or statements which differ from the above will be treated under the terms of the

above legend. The District assumes no liability for disclosure or use of unmarked technical data and

may use or disclose the data for any purpose.

17. The District may award a contract based upon the initial Qualifications received without discussion

of such Qualifications.

18. The District may, at its option, conduct interviews after receipt of the Qualifications.

19. The District reserves the right to hold negotiations in an attempt to clarify and qualify terms of any

Qualifications.

20. The District reserves the right to negotiate final contract terms with any FIRM, regardless of

whether such FIRM was interviewed or submitted a best and final Qualifications.

21. The District may accept any Qualifications as submitted whether or not negotiations have been

conducted between the parties.

22. Neither the commencement nor cessation of negotiations shall constitute rejection of the

Qualifications or a counteroffer on the part of the District.

23. The FIRM shall not, under penalty of law and immediate disqualification of the Qualifications,

offer or give any gratuities, favors or anything of monetary value to an officer, employee, agent, or

Board of Education member of the District for the purpose of influencing favorable disposition

toward submitted Qualifications or for any reason while Qualifications are pending or during the

evaluation process.

24. No FIRM shall engage in any activity or practice, by itself or with other Companies, the result of

which may be to restrict or eliminate competition or otherwise restrain trade. Violation of this

instruction will result in immediate rejection of the FIRM’s Qualifications.

25. In the event of a conflict between the Qualifications and the RFQ, the District shall resolve any

inconsistency in favor of the RFQ. Additionally, the District shall in good faith decide all

inconsistencies and/or disputes pertaining to the RFQ and the Qualifications. The FIRM agrees to

abide by the decisions of the District.

26. The District, in its discretion, may terminate the Agreement in whole or in part at any time,

whenever it is determined that the successful FIRM has failed to comply with or breached one or

more of the terms and conditions of the Agreement or specifications incorporated therein and the

successful FIRM has failed to correct such failure or breach to the District's satisfaction within a

period of 15 days after receiving written notice thereof from the District. In the event of the partial

or total termination of the Agreement, it is hereby agreed that the District shall only be obligated to

pay in accordance with the terms of the Agreement for materials and services, which have been

accepted by the District. The District may terminate the Agreement without cause by notifying the

successful FIRM in writing 30 days prior to the effective date of termination. The successful FIRM

shall not incur new obligations after the effective date of termination and shall cancel as many

outstanding obligations as possible.

27. In the event the Board of Education of the District fails to approve the appropriation of funds

sufficient to provide for the District's obligations under the Agreement, or if the funds are not

appropriated due to federal, state or local action, the District shall have the right to terminate the

Agreement by providing written notice to the successful FIRM and the District will thereby be

relieved from all further obligations under the Agreement.

28. The District may terminate the Agreement immediately without further cost or liability in the event

of the occurrence of any of the following: insolvency of successful FIRM; liquidation or dissolution

of successful FIRM; the institution of any voluntary or involuntary bankruptcy proceeding by or

against the successful FIRM; assignment by successful FIRM for the benefit of creditors; or the

appointment of a receiver or trustee to manage the property of the successful FIRM.

29. Initial Qualifications may not be withdrawn for 120 calendar days from the due date for

Qualifications except with the express written consent of the District. If Qualifications are accepted

as submitted, the negotiated final Agreement shall consist of the Agreement, this RFQ, plus any

addenda thereto, and the FIRM’s Qualifications.

30. In the event the Agreement initially awarded by the District is terminated for any reason within 120

days of the due date for Qualifications, the District reserves the right to negotiate and accept any

other submitted Qualifications.

31. The District shall not be responsible for any pre-Agreement expenses of any FIRM, including the

successful FIRM, incurred prior to the commencement of the Agreement.

32. Although the Board cannot bind future governing bodies, it is anticipated that the FIRM selected to

serve as the District's Architect/Engineering Consulting Firm when relevant to facility needs will be

retained for a 5-year period with annual evaluations made of its services.

33. Pursuant to Missouri Revised Statute 285.530, all business entities awarded any contract in excess

of five thousand dollars ($5,000.00) with a Missouri public school district must, as a condition to

the award of any such contract, be enrolled in and participate in a federal work authorization

program with respect to the employees working in connection with the contracted services to be

provided, to the District (to the extent allowed by E-Verify). Accordingly, in connection with its

qualifications, the FIRM shall affirm that it is enrolled in such a federal work authorization program

and shall provide a sworn affidavit to that effect, which affidavit shall also state that the FIRM does

not knowingly employ any person who is an unauthorized alien in connection with the services to

be provided to the District. The FIRM shall also provide such documentation as is requested by the

District to confirm the foregoing.

SCOPE OF SERVICES

The purpose of the Facility Master Plan is to provide a valuable fact-based planning tool for

future facility-related decision making that will be consistent with and supportive of the

academic mission. It shall set a logical course for capital improvements and facility management

initiatives over the next 20 years. The Facility Master Plan shall be a living document that

supersedes any previous framework and will be re-examined and updated on a regular review

cycle.

Given the physical age of the current facilities, as well as the educational needs for learners in

2017 and beyond, a visionary plan for maintenance and renovation, including repair and

replacement schedules, is imperative for future planning.

Special attention should be given in the following areas:

Providing for student safety from both weather related events and human violence; as

well as the education of young people in a technology infused world where their eventual

adult workplace will likely look very different from what they have known or could

imagine.

Evaluate condition of concrete and asphalt, electrical systems, sound systems, roofing,

heating and air conditioning, boilers, chillers and flooring.

Center School District is seeking to establish a relationship with an architectural and engineering

firm (consultant) for the purpose of analyzing the state of current facilities, identifying repair and

renovation, and examining potential viable additions to existing facilities.

POTENTIAL ADDITIONAL PROJECT SCOPE

The District wishes to maintain existing facilities as well as make renovations to meet the needs

of our student body. The selected firm will assist the District in project planning and developing

a program documenting the scope and features of future renovations/additions/construction.

Additionally, the selected firm will be asked to assist in the evaluation of existing facilities/sites,

and provide accurate cost estimates for renovation, repair and replacement as determined

necessary. The FIRM will provide support for potential bond election campaigns in terms of

graphics/specifications for public consumption should the District decide to go to the voters for

bond approval in the future.

The District wishes to engage a firm that can guide the development of a long range facility

planning process, prepare preliminary plans and final designs, construction documents,

specifications and construction administration.

PROPOSAL EVALUATION CRITERIA

1 Each Qualifications will be reviewed and rated by District staff members. The areas

assessed will include, but not be limited to:

1. Prior Facility Master Plan Development experience

2. Organization, size and structure of FIRM

3. Qualifications of staff to be assigned to the development of the Facilities Master

Plan.

a. Qualifications and make-up

b. Overall supervision to be exercised by the FIRM’s management

4. The FIRM’s understanding of the work

2 The District may conduct interviews with selected Companies in connection with its

evaluation of the Qualifications.

3 The contract will be awarded to the FIRM whose offer conforming to the RFQ is

determined to be most advantageous to the District. The District reserves the right to act as

sole and undisputed judge of what is most advantageous to the District.

PROOSAL FORMAT, CONTENTS AND SUBMITTAL SCHEDULE

It is the purpose of this RFQ to obtain as complete a set of data as possible from each FIRM.

This will enable the District to determine which FIRM is best able to meet all of the criteria

which are to be considered in the award of a contract for consultation services for a Twenty (20)

Year Facility Master Plan.

Each FIRM shall furnish as part of their Qualifications a complete general description of its

experience in the field of master planning services.

The Qualifications shall follow the prescribed format:

QUALIFICATIONS FORMAT and CONTENTS

A. QUALIFICATIONS FORMAT AND CONTENTS The FIRM’s qualifications package shall contain the following items in the order listed below and utilize the forms provided in the

Attachment Section of the RFQ. The FIRM is urged to be concise yet thorough in its presentations. Pertinent supplemental information

should be referenced and included as attachments. All Qualifications must be organized and tabbed to comply with the following sections:

1. Letter of Transmittal

The Letter of Transmittal should include:

a. an introduction to the FIRM;

b. an expression of the FIRM’s understanding of the work to be done

and its ability and desire to meet the requirements of the RFQ;

c. a commitment to perform the work within the specified time

period;

d. any other information not identified in the Qualifications itself

should also be included.

The Letter of Transmittal must be signed by an officer of the FIRM with authority to

bind the FIRM to an Agreement.

2. FIRM Identification Form (Attachment 1) This cover sheet identifies the FIRM’s name, mailing address, telephone, fax, and contact persons. The FIRM

Identification Form must be signed by an officer of the FIRM.

3. Insurance Requirements (Attachment 2) The FIRM shall indicate its ability to meet the minimum insurance requirements of the RFQ. The Insurance

Requirements Form must be signed by an officer of the FIRM.

PROOSAL FORMAT, CONTENTS AND SUBMITTAL SCHEDULE

4. References and Experience (Attachment 3)

Each FIRM must submit a minimum of five (5) references. Each reference

must be presently using services similar to those requested in this RFQ. No

reference may be an affiliate of the FIRM or the FIRM’s officers, directors,

shareholders or partners.

5. FIRM Résumé and Personnel Commitment (Attachment 4)

The FIRM shall complete the FIRM Résumé and Personnel Commitment

Form, indicating the personnel it anticipates will provide services for the District.

The FIRM shall provide résumés for the identified personnel.

6. Proposed Timeline (Attachment 5)

The FIRM shall complete the Proposed Timeline Form.

7. Proposed Agreement

The FIRM shall submit a proposed Agreement to govern its services.

Attachment 1: FIRM Identification Form Designate one individual as the FIRM’s representative to the District during the term of the Agreement.

The representative will be contacted to solve any and all problems that may arise concerning the

Qualifications during the evaluation period. The undersigned FIRM hereby agrees to be bound by the

terms of the RFQ and that the enclosed Qualifications is submitted in accordance therewith. Once

completed and returned, this Qualifications becomes the primary basis for evaluation and selection of the

FIRM to provide the services required by the District for the specified period. By signing this FIRM

Identification Form, the FIRM certifies that there are no “PARTIES OF INTEREST” or “CONFLICTS

OF INTEREST”, as defined by state and/or federal regulations, existing between the FIRM and the

District or any of its employees, agents or Board of Education members.

Legal name (Prime contractor) Representative's Name Title

Address City/State/Zip Telephone #

EMAIL Address Fax #

Years in Operation Years under current structure and/or under previous structure

1) Name of FIRM’s Officers:

NAME TITLE

2) The undersigned hereby acknowledges the receipt of the following addenda:

Addendum

Number

Date Issued

Date

Acknowledged

Signature

3) The undersigned hereby acknowledges that the FIRM has read and agrees to the terms and conditions set forth

in the RFQ, and that the terms and conditions set forth in the Qualifications will remain open for at least 90 days

from the deadline for submission of Qualifications

FIRM Officer’s Name

Signature Date

Attachment 2: Insurance Requirements

The FIRM shall, unless otherwise approved in writing by the District, obtain and maintain throughout the duration

of this Agreement (or as otherwise specified) insurance of the types and in the amounts described below written

through a FIRM duly authorized to conduct business in the State of Missouri and with a A.M. Best Rating of A-III

or higher.

1. Commercial General Liability Insurance. Commercial general liability (“CGL”) in the amount of $1,000,000

each occurrence/ $2,000,000 general aggregate, and $1,000,000 products-completed operations aggregate. If

such CGL insurance contains a general aggregate limit, the policy shall be endorsed so that the aggregate limit

applies separately to each Project/Location authorized hereunder.

a. CGL insurance shall cover liability arising from premises, operations, independent contractor,

products-completed operations and personal injury and advertising liability and liability assumed under

an insured contract (including the tort liability of another assumed in a business contract).

b. The District shall be included as an Additional Insured under the CGL, using an ISO Additional

Insured Endorsement C G 2010 or equivalent. This insurance shall apply as primary insurance with

respect to any other insurance or self-insurance programs afforded to, or maintained by, the District.

2. Business Auto Liability Insurance: Business auto liability and, if necessary, commercial umbrella insurance

with a limit of not less than $1,000,000 each accident. Such insurance shall cover liability arising out of any

auto accident (including owned, hired and non-owned autos).

3. Workers’ Compensation Insurance: Workers’ compensation and employer's liability insurance.

a. The employer’s liability limits shall not be less than $1,000,000 each accident for bodily injury by

accident and each employee for bodily injury by disease.

b. The alternate employer endorsement shall be attached showing the District in the schedule as the

alternate employer.

c. Workers’ compensation limits shall not be less than the statutory limits.

4. Errors and Omissions Insurance (Professional Liability – where required): Errors and omissions insurance

with a limit of not less than $1,000,000 per occurrence/$2,000,000 aggregate, with the aggregate applying per

project. If such insurance is maintained on a per claims basis, the limit shall be $1,000,000 per claim with a

$2,000,000 annual aggregate. Such insurance shall cover all services provided by the FIRM hereunder.

5. Excess Umbrella Insurance: Excess umbrella liability insurance with a limit of not less than $1,000,000 in

excess of the coverage listed in paragraphs 1, 2, and 3 above.

6. This will apply to the coverage listed in paragraphs 1, 2 and 3 above and will provide a waiver of subrogation in

favor of the District. However, in accordance with Missouri law, this does not apply to workers’ compensation

coverage of contractors doing construction work for the District.

7. By requiring the insurance as set out herein, the District does not represent that coverage and limits will

necessarily be adequate to protect the FIRM, and such coverage and limits shall not be deemed as a limitation

on the FIRM’s liability under the indemnities provided to the District in this Agreement, or any other provision

of the Agreement.

8. Prior to commencing the work, the FIRM shall furnish the District with a certificate(s) of evidence of insurance

(ACORD Form 27 or equivalent), executed by a duly authorized representative of each insurer, showing

compliance with the insurance requirements set forth above.

a. All certificates shall provide for thirty (30) days’ written notice to the District prior to the cancellation

or material change of any insurance referred to therein.

b. The words “endeavor to” and “but failure to mail such notice shall impose no obligation or liability of

any kind upon the FIRM, its agents or representatives” shall be deleted from the cancellation provision

of all certificates provided by the FIRM.

c. Failure of the District to demand such certificate or other evidence of full compliance with these

insurance requirements or failure of the District to identify a deficiency from evidence that is provided

shall not be construed as a waiver of the FIRM’s obligation to maintain such insurance.

9. The District shall have the right, but not the obligation, to prohibit the FIRM from beginning work until such

certificates or other evidence that insurance has been placed in complete compliance with these requirements is

received and approved by the District.

10. Failure to maintain the insurance required in this Attachment may result in termination of this Agreement at the

District’s option. The District may, but is not obligated to, obtain any insurance required hereunder and not

maintained by the FIRM and charge the cost thereof to the FIRM.

11. With respect to insurance maintained after final payment in compliance with a requirement above, an additional

certificate(s) evidencing such coverage shall be promptly provided to the District when requested.

12. The FIRM shall provide certified copies of all insurance policies required above within ten (10) days of the

District’s written request for said copies.

13. The FIRM shall include the above requirements for types of insurance requirements in all of its subcontracts.

Limit amounts for subcontractors may be less than those set forth above, upon written agreement of the

District. The FIRM shall be responsible for collecting certificates of insurance and monitoring insurance

coverage of its subcontractors to verify that the required coverage is maintained as required. All subcontractors

providing professional services shall be required to provide professional liability insurance. In addition, all

subcontracts shall include a similar indemnification of the District as provided in this Agreement.

14. The District reserves the right to request the FIRM to obtain additional insurance and limits on individual

projects authorized hereunder. The FIRM shall endeavor to obtain such insurance as soon as possible after

such request and advise the District if the FIRM will be required to pay any additional premium. If so, the

District shall pay such additional premium in excess of the premium for the above insurance. If the FIRM

cannot obtain such additional insurance, the District may terminate this Agreement in full or in part upon

notice to the FIRM.

In order for the District to ensure that the minimum insurance requirements can be met by the FIRM, please check

one of the following:

Minimum insurance requirements can be met--a copy of insurance certificate is attached.

OR

Do not currently have minimum insurance levels--attached is a copy of a letter from insurance carrier stating that if

awarded the Contract, levels of coverage will be met.

FIRM Name

Signature DATE

Attachment 3: References and Experience Each FIRM must submit a minimum of five (5) references. Each reference must be presently using

services similar to those requested in this RFQ. No reference may be an affiliate of the FIRM or the

FIRM’s officers, directors, shareholders or partners.

List as primary references any current contracts for Architectural and Engineering

services for the purpose of creating a Facility Master Plan with public school districts;

include contacts and telephone numbers for each reference. Use additional pages for

additional contracts.

1) FIRM Name: _____________________________________________________________________

Business Address: ____________________________________________________________________

Name/Title of Contact: ________________________________________________________________

Phone Number of Contact: _____________________________________________________________

Contract Length: ___________________________ Contract Value: __________________________

2) FIRM Name: _____________________________________________________________________

Business Address: ____________________________________________________________________

Name/Title of Contact: ________________________________________________________________

Phone Number of Contact: _____________________________________________________________

Contract Length: ___________________________ Contract Value: __________________________

3) FIRM Name: _____________________________________________________________________

Business Address: ____________________________________________________________________

Name/Title of Contact: ________________________________________________________________

Phone Number of Contact: _____________________________________________________________

Contract Length: ___________________________ Contract Value: __________________________

4) FIRM Name: _____________________________________________________________________

Business Address: ____________________________________________________________________

Name/Title of Contact: ________________________________________________________________

Phone Number of Contact: _____________________________________________________________

Contract Length: ___________________________ Contract Value: __________________________

5) FIRM Name: _____________________________________________________________________

Business Address: ____________________________________________________________________

Name/Title of Contact: ________________________________________________________________

Phone Number of Contact: _____________________________________________________________

Contract Length: ___________________________ Contract Value: __________________________

References and Experience (continued)

All Contracts terminated for default within the last five (5) years should be noted below. Termination for

default is defined as notice to stop performance due to FIRM’s nonperformance or poor performance.

Submit full details of all terminations for default experienced. The District will evaluate the facts and may

at its sole discretion reject the FIRM’s Qualifications if the facts discovered indicate that the completion

of a Contract resulting from this RFQ may be jeopardized by selection of the FIRM. If the FIRM has

experienced no such terminations for default in the past five (5) years, so indicate.

TERMINATED CONTRACTS WITHIN THE LAST FIVE (5) YEARS.

Contract #1 Contract #2 Contract #3

FIRM Name

Business Address

Name of Contact

Telephone Number

Contract Length

Contract Value

Attachment 4: FIRM Résumé and Personnel Commitment

Part A – Résumé

1. Name of FIRM: _________________________________________________________________

2. Local Office Location: ______________________________________________________________

3. Year FIRM was Established: ________________________________________________________

4. State whether the FIRM is local, national or international: ________________________________

5. State whether the FIRM has a current permit to practice issued and by what regulatory agency:

______________________________________________________________________

6. Number of Personnel Employed by the FIRM at the Local Office Identified Above:

_______________________

Attachment 5: Proposed Time

Proposed Time

CONSULTANT PROPOSED TIMELINE FOR FACILITY MASTER PLAN DEVELOPMENT

DATE GOAL/OBJECTIVE