Microsoft Word - 12-15-17 RFQ for Architectural-Engineer ... · Web viewThe Leander Independent School District ("LISD" or the "District") is soliciting for Architectural and Engineering

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LEANDER INDEPENDENT SCHOOL DISTRICT

REQUEST FOR QUALIFICATIONS FOR

ARCHITECTUAL & ENGINEERING (A/E) SERVICES

2019 BOND PROGRAM AND A/E POOL SELECTION

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LEANDER INDEPENDENT SCHOOL DISTRICT ARCHITECTURAL & ENGINEERING SERVICES

2019 BOND PROGRAM AND A/E POOL SELECTION REQUEST FOR QUALIFICATIONS

SECTION ONE – INTRODUCTION

The Leander Independent School District ("LISD" or the "District") is soliciting for Architectural and Engineering ("A/E") firms for our 2019 bond program and a pool of Architectural and Engineering ("A/E") firms for our routine needs.

1.1. Invitation

Leander Independent School District (known herein as “LISD or the District”) is accepting Proposals from vendors, referred to as Proposers prior to award and Consultant after award, to provide professional architecture and engineering services in accordance with the instructions, terms and conditions, and requirements contained in this solicitation. This solicitation is issued per Texas Government Code Chapter 2254.

1.2. Background

1.2.1. LISD has an ongoing need for professional architecture and engineering services. The needed services are to support various facilities maintenance and construction projects. The project delivery methods vary depending on the specifics of the work and include delivery methods such as Job Order Contracting, Competitive Sealed Proposal, Design-Build and Construction Manager-at-Risk.

1.2.2. To meet this ongoing need for services, LISD seeks to award a multi-year pool of qualified Consultants. During the term of the award, LISD intends to utilize the awarded Consultants as the primary source of architecture and engineering services; however, LISD reserves the right to contract for these services by other means, at its sole discretion.

1.2.3. LISD intends to utilize the pool of awarded for projects with an estimated construction value of less than $1,000,000. For larger projects, LISD intends to issue a separate solicitation just for that project.

1.2.4. LISD intends to make multiple awards (Pool of Consultants) in each of the following discipline categories:

1.2.4.1. Architecture1.2.4.2. Civil Engineering1.2.4.3. Mechanical, Electrical and Plumbing Engineering1.2.4.4. Structural Engineering1.2.4.5. Geotechnical and Materials Testing1.2.4.6. Traffic1.2.4.7 Sound

1.2.5. The exact number of awards in each discipline category will be determined by LISD based on the competition received. Given the varied and unknown projects that may be required by LISD, LISD intends to make multiple awards in each discipline category.

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1.2.6. LISD intends to award the following projects separately from the pool of architects and engineers for support various facilities maintenance and construction projects.

Facility Approximate Square Footage

Construction Budget

Design to Start Complete Construction

Elementary #29 112,000 $37,123,000 May 2020 June 2022

Elementary #30 112,000

Design Only - construct when

funding becomes available

May 2021 June 2023

High School #7 440,000

Design Only - construct when

funding becomes available

January 2021 June 2025

1.3. District Facts and Statistics

1.3.1. LISD covers an area of approximately 200 square miles and is located in Williamson and Travis Counties.1.3.2. The District currently operates 27 elementary schools with grades PK-5; 8 middle schools with grades 6-

8; 6 high schools with grades 9-12; and 2 alternative educational facilities.1.3.3. LISD has an enrollment of approximately 41,000 students districtwide.1.3.4. LISD employs approximately 6,000 staff, which covers teachers and administrators at all of the schools.1.3.5. LISD is comprised and governed by seven (7) trustees. Trustees of LISD are elected by residents to

at large positions, by place. One trustee is elected to represent each of the seven (7) places, to representthe entire district, for a four (4) year term of office. The terms are staggered so that the board maintains a number of veteran trustees as new members are elected.

1.3.6. LISD has eleven (11) cabinet level positions.1.3.7. More detailed information concerning LISD (including maps, listing of staff, etc.) can be found on the

District’s website at www.leanderisd.org.

SECTION TWO – SOLICITATION INSTRUCTIONS

2.1. Solicitation Terms

2.1.1 Responses for the Request for Qualifications for Architectural and Engineering Services shall be submitted in an envelope marked on the outside with the firm’s name, address and RFQ number (RFQ #AE19JD) to:

Leander Independent School District Purchasing Department

204 W. South St., Portable A Leander,

http://www.leanderisd.org/

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Texas 78646



2.1.2. RFQ responses will be received at the above address until December 5, 2019 at 1:30pm. 2.1.3. SUBMITTAL FORMAT: SIX HARD COPIES PLUS ONE PDF/ELECTRONIC COPY (FLASH DRIVE). 2.1.4. LISD will not accept late Proposals. 2.1.5. LISD will only accept Proposals delivered to address listed in 2.1.1. above. No emailed or faxed Proposals

will be accepted.2.1.6. Any explanation desired by a Proposer regarding the meaning or interpretation of this solicitation, or any

forms included herein, must be requested in writing no later than Friday, November 15, 2019 at 11:00 a.m. CST.

2.1.7. LISD’s contact for this RFQ is Jimmy Disler, by e-mail [email protected] or by phone at 512-570-0406.

2.1.8. All answers to the submitted questions will be emailed to all proposers. Any interpretations, corrections or changes of or to the Proposal documents made in any other manner will not be binding upon LISD, and Proposers may not rely thereon.

2.1.9. By submitting a Proposal, Proposer acknowledges and accepts all addenda, questions and answers provided by LISD.

2.1.10. Proposer shall only contact LISD regarding this solicitation. Proposer shall not contact anyone else with LISD until after award or specifically authorized by the LISD. Failure to comply with this requirement may be grounds for rejection of a Proposal, at LISD’s sole discretion. Proposers that currently have projects with LISD are allowed to discuss ongoing LISD projects with LISD staff.

2.1.11. LISD reserves the right to accept or reject any or all offers, to waive all technicalities, and to accept the Proposal or Proposals that are determined to be the most favorable to LISD.

2.1.12. LISD reserves the right to verify the accuracy and completeness of all responses by using information available to it without regard to whether such information appears in the submitted response to this solicitation. If, in the course of the solicitation process, LISD determines that a Proposer has made a material misrepresentation or omission, the Proposer may be disqualified from consideration for award.

2.1.13. LISD reserves the right to not make an award, to reissue the solicitation or to procure the goods and/or services by other means.

2.1.14. LISD reserves the right to issue addenda to this solicitation. 2.1.15. LISD reserves the right to require additional information and conduct interviews/demonstrations as it

deems necessary. 2.1.16. LISD reserves the right to negotiate any terms, conditions, or pricing with a Proposer prior to an award.2.1.17. LISD reserves the right to reject any Proposal containing exceptions to any portion of the solicitation.2.1.18. Interested Parties Disclosure – For Agreements that are valued in excess of $1,000,000 or require an action

or vote by the Leander ISD Board of Trustees, the Contractor must file a disclosure of interested parties (Form 1295) with the Texas Ethics Commission and provide a copy to the District. Form 1295 must be completed on the Texas Ethics Commission website, printed, and signed by the authorized agent of the Contractor with acknowledgment that disclosure is made under oath and under penalty of perjury. The District will submit the “Certificate of Interested Parties” to the Texas Ethics Commission within 30 days of receipt from the Contractor. If Form 1295 is required for this Agreement, the District will notify the Contractor, prior to Contract execution. The Texas Ethics Commission Form 1295 process and procedures below are available at the following link: https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm.

2.1.19. Proposers must have a complete Vendor Registration Profile, including associated attachments, on file with LISD prior to award. The Vendor Registration Profile is available at https://www.leanderisd.org/purchasing

https://www.leanderisd.org/purchasing

https://www.ethics.state.tx.us/whatsnew/elf_info_form1295.htm

mailto:[email protected]%20

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under Vendor Information.



2.2. Open Records Policy

LISD is a government body subject to the Texas Public Information Act (TPIA). Proposer acknowledges that LISD is subject to the TPIA. As such, upon receipt of a request under the TPIA, LISD is required to comply with the requirements of the TPIA. For purposes of the TPIA, "public information" is defined as information that is written, produced, collected, assembled, or maintained under a law or ordinance or in connection with the transaction of official business:

1. by LISD; or2. for LISD and LISD

a. owns the information; orb. has a right of access to the information; orc. spends or contributes public money for the purpose of writing, producing, collecting,

assembling, or maintaining the information; or3. by an individual officer or employee of LISD in the officer's or employee's official capacity and the

information pertains to official business of LISD.

Proposer is expected to fully cooperate with LISD in responding to public information requests. This includes, but is not limited to, providing LISD with requested documentation. In the event that the request involves documentation that Proposer has clearly marked as confidential and/or proprietary, LISD will provide Proposer with the required notices under the TPIA. Proposer acknowledges that it has the responsibility to brief the Attorney General's Office on why the documents identified as confidential and/or proprietary fall within an exception to public disclosure. Responses submitted to LISD as a result of this solicitation are subject to release as public information after contracts are executed or the procurement is terminated.

Visit https://www.leanderisd.org/about/open_government for more information and instructions on submitting a request.

2.3. Conflict of Interest Disclosure

2.3.1. Local Government Officials are the Superintendent, Board Members or any agent/employee of the District who exercises discretion in the planning, recommending, selection or contracting of a vendor.

2.3.2. Any individual or business entity that contracts or seeks to contract for the sale or purchase of property, goods, or services with Leander ISD must file a Conflict of Interest Questionnaire with the LISD Purchasing Office in accordance with Texas Local Government Code Chapter 176, no later than the 7th business day after the recipient becomes aware of facts that require filing.

2.3.4. Disclosure is required if:

2.3.4.1. The person has an employment or other business relationship with the local government officer or a family member resulting in the officer or family member receiving taxable income more than $2,500; or

https://www.leanderisd.org/about/open_government

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2.3.4.2. The person has given the local government officer or family member one or more gifts (excluding food, lodging, transportation, and entertainment) that have an aggregate value of more than $100 in the twelve-month period preceding the date the officer becomes aware of an executed contract or consideration of the person for contract to do business with the district; or

2.3.4.3. The person has a family relationship with a local government officer that is either 3rd degree of consanguinity (blood) or 2nd degree affinity (marriage).

2.3.4.4. The local government officer holds an ownership interest of 1% or more in the vendor's business.

2.3.5. This requirement applies to a person who is an agent of Proposer in the Proposer's business with the District.

2.3.6. Forms, failure penalties and additional information are available at http://www.ethics.state.tx.us/filinginfo/conflict_forms.htm.

2.3.7. A Proposer commits an offense if the vendor knowingly violates Section 176.006, Local Government Code. An offense under this section is a misdemeanor.

2.3.8. If LISD learns that Proposer did not properly disclose, LISD can terminate the Contract.

2.3.9. District Employees

In reference of LISD Policies CH (Local) Purchasing and Acquisition, and DBD (Local) Employment Requirements and Restrictions, all Respondents must disclose the name of any LISD employee who owns, directly or indirectly, an interest in the Proposer’s firm or any of its branches. Failure to provide such information may be grounds for disqualification of the response or cancellation of a contract resulting from this request. Purchase of services or equipment from a business owned in whole or in part by a District employee shall be permitted only when approved by the Chief Financial Officer. Services that might be provided by the employee as an extension of the employee's regular job responsibilities shall not be considered.

2.4. Timeline

The following is LISD’s anticipated timeline for this solicitation:

Solicitation Issued November 7, 2019

Deadline for Questions November 15, 2019 at 11:00am

Responses to questions November 21, 2019

Proposal Due Date December 5, 2019 at 1:30pm

http://www.ethics.state.tx.us/filinginfo/conflict_forms.htm

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Anticipated Award Notification January 2020



2.5. Public Opening

LISD will publicly open and read aloud the names of the Proposers. Proposers, and any other members of the public, may attend this Public Opening. The Public Opening will occur at approximately 1:45pm on the Proposal Due Date at 204 W. South Street, Leander, TX 78646. Attendees shall check in with the receptionist at the main entrance. At 1:45pm, an LISD representative will escort all present attendees to the room of the Public Opening. LISD will not allow late attendees and will not repeat the Public Opening.

SECTION THREE – EVALUATION & AWARD

3.1. Per the Government Code 2254.004, the District shall consider the following in determining demonstrated competence and qualifications and to whom the contract may be awarded for architect and/or engineering services:

3.2. The District will evaluate each response submitted to determine which firms to be included for Architectural and Engineering ("A/E") firms for our 2019 bond program and a pool of Architectural and Engineering ("A/E") firms for our routine needs. Award of contract, if made, will be to the A/E firms who receive the highest overall points based on the following criteria:

50 points Firm's Experience: The verifiable experience of successfully completed educational facilities, Texas Public School District Elementary School, Middle School, and/or High School designs, demonstrated by the A/E firm.

50 points Experience of Firm’s Personnel: The level of experience, educational, certification and licensing profiles of the principal(s) and key personnel of the A/E firm proposed for LISD projects.

40 points Innovative Design / Concepts: The A/E shall clearly demonstrate the firm's approach to innovative Texas Public School District Elementary School, Middle School, and/or High School designs.

40 points Project Approach: The A/E shall clearly demonstrate its approach to the Texas Public School District Elementary, Middle School, and/or High School designs and the construction process. The A/E must demonstrate the ability to render high quality design services required by the District.

40 points Project Budget: The A/E shall clearly demonstrate that their firm has the ability to bring projects in on budget, including change orders during construction.

40 points Project Schedule: The A/E shall clearly demonstrate their firm has a sufficient capacity of available resources to meet the schedule and program requirements of the project(s)

20 points References

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20 points Quality of the RFQ: Overall quality of the Statement of Qualifications which demonstrate clarity of the A/E 's understanding of the purpose, service, scope and objectives of this RFQ.



3.3. LISD reserves the right to conduct interviews with short-listed Proposers. LISD does not anticipate that interviews will be applicable in this process; however, LISD may do so at its sole discretion.

3.4. Award Process

3.4.1. LISD’s initial evaluation consists of verifying compliance with the minimum requirements of the solicitation. If a Proposer does not meet a minimum requirement or is otherwise rejected by LISD, then LISD will email Proposer a Non-Responsive Notification stating the reasons that LISD will not consider Proposer for award. Proposer will not be considered by LISD for points-based evaluation.

3.4.2. LISD will evaluate all Proposals that meet the minimum requirements of the solicitation and score each according to the evaluation categories and relative weights as stated in this solicitation, resulting in the Evaluation Matrix. If applicable, LISD will incorporate interviews/demonstrations/clarifications into the evaluation. The Proposers receiving the highest total score represents the best value to LISD and will be recommended for award.

3.4.3. LISD will seek approval from the LISD Board of Trustees and if approved, LISD will notify all Proposers of LISD’s award decision through an email notification. Proposers may request Award Documents by emailing the Buyer. The Award Documents will include an Award Notification and Evaluation Matrix. The Evaluation Matrix will show the names of Proposers and points awarded to each Proposer for each of the evaluation criteria listed above. The Evaluation Matrix represents the final evaluation decision of LISD.

3.4.4. LISD will attempt to negotiate an Agreement with the recommended Proposer. If a satisfactory Agreement cannot be negotiated, LISD shall formally end negotiations with that provider and attempt to negotiate a contract with the next highest evaluated Proposer. LISD shall continue this process until an Agreement is executed by both parties.

3.5. Agreement Process

3.5.1. For the pool of Consultants, an Agreement resulting from this solicitation will be drafted by LISD using the template labelled “Agreement – Resulting from RFP”. The Agreement is LISD’s formal acceptance of the Proposal, incorporating the Proposal, solicitation and any negotiated or clarified content, if applicable. LISD intends that the solicitation and Proposal comprise all of the content in the Agreement, with additions only incorporated as necessary to clarify points of negotiation. The Proposal should include all content that Proposer requires in the resulting Agreement, such that if the Proposal is acceptable to LISD, no negotiated or clarified content will be applicable.

3.5.2. The Agreement referenced in 3.5.1. is LISD’s formal acceptance of the Proposer into the awarded pool of Consultants. As LISD engages Consultant for a specific project, Consultant and LISD will develop and execute a specific contract.

3.5.3. LISD will develop and execute a specific contract for Projects listed in 1.2.6.

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SECTION FOUR – STATEMENT OF WORK

4.1. The pool of Consultants may be used by LISD on an as-needed basis for various projects that arise during the term of the Agreement. As LISD has a need for these services, LISD will engage the Consultant that it deems the most highly qualified provider of those services on the basis of demonstrated competence and qualifications.

4.1.1. Once the pool is awarded, the point totals on the Evaluation Matrix may be used by LISD for reference; however, LISD is not obligated to engage firms based on the point totals. Use of any particular firm is at LISD’s sole and exclusive discretion.

4.1.2. The scope of the project may encompass multiple disciplines. LISD may choose to enter into contracts with multiple Consultants or to contract with a single Consultant for the entire project.

4.1.2.1. If a project will require that Consultant engages sub-consultants, Contractor shall disclose so to LISD and be fully responsible for the sub-consultants. LISD shall have no direct contractual relationship with any of Consultant’s sub-consultants.

4.2. LISD will attempt to negotiate a contract for a specific project with Consultant at a fair and reasonable price. If a satisfactory contract cannot be negotiated with the selected Consultant, LISD shall formally end negotiations with that Consultant, select the next most highly qualified Consultant, and attempt to negotiate a contract with that Consultant at a fair and reasonable price. LISD shall continue this process until a contract is executed by both parties.

4.3. LISD endeavors to utilize this pool of Consultants for most projects during the term of the Agreement; however, LISD reserves the right to obtain these services outside of the pool, at its sole and exclusive discretion, after LISD Board approval.

4.4. LISD will attempt to negotiate a contract for the projects listed in 1.2.6 above with an architect at a fair and reasonable price. If a satisfactory contract cannot be negotiated with the selected architect, LISD shall formally end negotiations with that architect, select the next most highly qualified architect, and attempt to negotiate a contract with that architect at a fair and reasonable price. LISD shall continue this process until a contract is executed by both parties.

SECTION FIVE – PROPOSAL FORMAT AND CONTENT

5.0. Standard Forms –Proposer shall return the following Standard Forms with their Proposal:

5.7.1. Architect/Engineer Selection Questionnaire. Questionnaire is to include the information requested in this questionnaire in the sequence and format prescribed. Each selection criteria are associated with certain questions and will be evaluated based on this sequence and format. Failure to respond in this sequence and format may result in the reduction of points and/or disqualification.

5.7.2. Contractor Criminal History and Fingerprinting Certification Form

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5.7.3. Felony Conviction Notification Form

5.7.4. Conflict of Interest Questionnaire (https://www.ethics.state.tx.us/forms/CIQ.pdf)

Please note that the Conflict of Interest Questionnaire (Form CIQ) is only required to be submitted with Proposal if the disclosure criteria apply to Proposer. Disclosure criteria are listed Section 2.3.0. By submitting a Proposal, even without a completed Form CIQ, Proposer certifies compliance with the requirements therein and that none of the disclosure criteria apply.

5.7.5. Exception Form

5.7.6. Offer Form

https://www.ethics.state.tx.us/forms/CIQ.pdf

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LEANDER INDEPENDENT SCHOOL DISTRICTARCHITECT / ENGINEER SELECTION QUESTIONNAIRE

2019 Bond Program and A/E Pool SelectionProfessional Services Qualification Request

DEMOGRAPHIC INFORMATION

Name of Firm: _________________________________________________________________________________

Home Office (Business) Address:__________________________________________________________________

Local Office Address:____________________________________________________________________________

Contact Person: __________________________ Phone Number: ________________________________________

Type of Organization: ________________________________ Years in Business: ___________________________(Individual, Partnership, Corporation, Association)

Has firm operated under any other name (s)? If so, state name(s) and dates of operation._____________________________________________________________________________________________

_____________________________________________________________________________________________

Please attach financial statement for firm as of September 1, 2019. An audited financial statement is preferred.

Please furnish bank reference and bank contact person: _________________________________________________

_____________________________________________________________________________________________

List the amounts of any approved lines of credit the firm has secured for operational purposes:_____________________________________________________________________________________________

_____________________________________________________________________________________________

1. QUALIFICATION STATEMENT

In 200 words or less, please describe what makes your firm uniquely qualified to perform Architectural and/or Engineering Services for LISD, including any superior qualities:_____________________________________________________________________________________________

_____________________________________________________________________________________________

Principal’s Initials 1

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LEANDER INDEPENDENT SCHOOL DISTRICT (LISD)ARCHITECT / ENGINEER SELECTION QUESTIONNAIRE


2. PERSONNEL

A. Principals (Name) Texas Registration Number__________________________ ____________________________

__________________________ ____________________________

__________________________ ____________________________

__________________________ ____________________________

(If more space is needed, attach a list to this form identified as 2A)

B. Fulltime Employees (Minimum of 32 hours a week):

C. Number of Registered Architects and/or Engineers, excluding Principals:

D. Architect/Engineer's Name Texas Registration Number

(If more space is needed, attach a list to this form identified as 2D)

E. If, in the last five years, your firm has been involved in litigation or arbitration, either as a party or expert witness, please describe such involvement in detail. Include the issues and outcome for each instance.

(If more space is needed, attach a list to this form identified as 2E)

Principal's Initials ________ 2

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F.Senior Member of the firm assigned to LISD:

G.Number of Full Time Employees with firm.

All Locations Texas Locations Austin Metro

Administrators

Architects

Engineers

Intern Architects

Intern Engineers

CAD Technicians

Construction Administration

Others

H. Please provide evidence if the State of Texas recognizes the firm as a historically underutilized business.

I. Provide resumes giving the experience and expertise of each professional member of your firm that will be involved in projects for the District. Include each member’s experience with similar projects, and the number of years with the firm. Resumes may include applicable experience gained from prior employment with other firms if clearly identified as such in the resume.


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3. PROFESSIONAL SERVICES (DISCIPLINES) PROVIDED BY YOUR FIRM IN-HOUSE

O Architecture/Planning O Acoustical Engineering O Civil Engineering

O Architectural Design O Architectural Programming O Electrical Engineering

O Mechanical Engineering O Plumbing Engineering O Structural Engineering

O Facility Master Planning O Irrigation Design O Food Service Design

O Landscape Architecture O Technology Design O Interior Design

O Security Design O Other O Other

(if more space is needed, please attach a list to this form identified as 3)

3.1 PROFESSIONAL SERVICES (DISCIPLINES) PROVIDED FOR POOL CONSULTANTS Initial each discipline that your firm wants to be considered for inclusion in pool of consultants:

3.1.1 ________ Architecture

3.1.2 ________ Civil Engineering

3.1.3 ________ Mechanical, Electrical and Plumbing Engineering

3.1.4 ________ Structural Engineering

3.1.5 ________ Geotechnical and Materials Testing

3.1.6 ________ Traffic

3.1.7 ________ Sound


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4. CORPORATE FINANCIAL INFORMATION

Firm will provide the corporate Dunn and Bradstreet number to facilitate the district in locating the appropriate reports for review. In addition, Firm may provide other financial documents which provide evidence of financial stability. Firms choosing to submit audited financial statements should include income statement, balance sheets and statements of changes for three (3) most recently completed fiscal years. If audited financial statements are not available, provide evidence of the level of third-party review of the financial statements. Firms may also provide documenting sources(s) and levels of financing (e.g. a letter from financial institution describing a relationship with the Firm).

Dunn and Bradstreet number:

5. PROJECT EXPERIENCE

A. List three (3) projects for Texas Public School Districts recently completed by your firm which best represent the scope and nature of each category described below. (List only those projects that were designed exclusively by the firm completing this questionnaire). Provide the following information for each project listed:

Project Name, Location, Contract Delivery Method, and DescriptionName of School DistrictOwner Contact Final Construction Cost, including change ordersType of Construction (new, renovation, or expansion)Actual Start and Finish Dates for designPlanned versus Actual dates for schematic design, design development, and 95% construction

documents. Provide an explanatory justification for any slippage of dates exceeding 15 days between planned and actual for each milestone.

Description of Services ProvidedName of Project ArchitectName of General Contractor/Construction ManagerGC/CM Contact

1. New Construction - Elementary School:

2. New Construction - High School:


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B. Construction Management at Risk Experience: List three (3) Major Texas Public School District Elementary, Middle and/or High School projects which your firm has most recently completed working with a construction management at risk contractor. (List only those projects that were designed exclusively by the firm completing this questionnaire.) For each project, provide the following information in the order noted:

Project Titlea. Name and Location of Building b. Client c. Contact Person _______________________Phone No. d. Original Budget Amount $ Final Cost $ e. Date Completed f. Managing Principal g. Construction Management Co. h. Contact Person Phone No i. Scope of Services Performed: ________________________________________________________________________________________________________________________________________________________________________

6. PROJECT APPROACH A. [For Architects] If your firm does not provide the engineering services listed below, who would your

firm propose for the following areas? Please include the following information for each consultant recommended:

Length of Time (years) working with recommended consulting firm

Recent K-12 projects completed with recommended consulting firm

1. Acoustical Design

2. Civil Engineering

3. Electrical Engineering:

4. Mechanical Engineering:

5. Plumbing Engineering:

6. Food Service:

7. Landscape Architecture:

8. Irrigation Design:


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9. Interior Design:

10. Security Design: : _____

11. Technology Design: :

B. [For Architects] Would your firm have any objections to working with engineers or other specialty consultants recommended by LISD, if mutually agreed upon? Yes__________ No___________

Concerns:__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

C. [For Architects] Check the services your firm provides and whether included in the basic services or available for an additional fee. Do not list fees or pricing.

Basic AdditionalAmericans with Disabilities (ADA) audit/review Texas Accessibility audit/review Master Planning Acoustical evaluation Energy Audits Environmental/hazardous materials inspections Life Safety systems Communication Systems design Site Planning/Site Selection Landscape Architecture Design Irrigation Design Interior Design Technology infrastructure Design District-wide facility condition assessment Feasibility Studies Construction Administration Prevailing Wage Rate Bid/Documents/Review/Recommendation Traffic Engineering Kitchen and Food Service Design Vacant Site Design Programming (New Construction & Renovation Design) Security Planning

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Principal's Initials ________ 7LEANDER INDEPENDENT SCHOOL DISTRICT (LISD)

ARCHITECT / ENGINEER SELECTION QUESTIONNAIRE2019 Bond Program and A/E Pool SelectionProfessional Services Qualification Request

Life Safety System graphics Roof Consulting Services Construction Estimating Data Base Management Playground Design Staging Areas & Portable Classroom Bldgs/Infrastructure Life Cycle Cost Analysis – Materials & Systems Building Information Modeling (BIM) Other

D. [For Engineers] Would your firm have any objections to working with architects or other specialty consultants recommended by LISD, if mutually agreed upon? Yes__________ No___________

Concerns:__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

E. [For Engineers] Summarize services that are provided as part of your firm’s basic services proposed:

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Principal's Initials ________ 8LEANDER INDEPENDENT SCHOOL DISTRICT (LISD)

ARCHITECT / ENGINEER SELECTION QUESTIONNAIRE2019 Bond Program and A/E Pool SelectionProfessional Services Qualification Request

7. CURRENT PROJECTS

Please provide the following information for the five (5) largest projects currently in progress with your firm:

Status of Design Plans and Specs

Estimated Est. DesignType of Project Construction Cost % Completed Completion Date

_______________________ _______________ ____________ ____________________

_______________________ _______________ ____________ _____________________

_______________________ _______________ ____________ _____________________

_______________________ _______________ ____________ _____________________

_______________________ _______________ ____________ _____________________

All other projects combined:

Number ____________Total Estimated Cost $________________________________________________

(If more space is needed, attach a list to this form identified as Item 7)

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8. INNOVATIVE DESIGN CONCEPTS / PROJECT BUDGET

Please list at least five (5) but no more than twenty-five (25) projects for public school clients (preferably Texas schools) for which ARCHITECT / ENGINEERING services were performed by your firm and which you believe demonstrate innovation in school architecture, engineering, and/or education. List only those projects that were designed by the firm completing this questionnaire. If engineering firms were used outside your firm, provide name, contact, phone number for each type of engineering firm used for each project.

The list shall include one project per letter-size page with the following information in the order prescribed below:

Project:Name and Location of BuildingSchool District Contact Person and Phone No.Original Estimated Cost and Actual Final Cost including Change OrdersDate Completed Construction Delivery Method UsedManaging Principal Project Architect or Engineer Scope of Services Performed If Outside Engineering Firm Used, for each consultant provide:

Type of Service ProvidedFirm NameContact Name and Phone No.

9. REFERENCES

List three (3) school district clients for whom your firm has performed Architectural or Engineering Services in the previous five (5) years. The list shall include the following information in the order prescribed below:

Name of School DistrictOwner ContactName of ProjectDescription of Project and of Services ProvidedProject ArchitectGeneral Contractor/Construction ManagerContractor Contact


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10. ELECTRONIC PROJECT/CONTRACT DOCUMENTS

A. What percentage of contract documents will your firm provide utilizing CAD or other electronic software?

B. What percentage of the contract documents will be produced by your in-house staff?

C. At the conclusion of the project, would your firm transmit as-built electronic drawings, specifications, approved submittals and other project documents to the District for its use upon commencement of operations and maintenance of the new facility?

D. Would your firm grant a license to the District to reproduce any and all documents, including drawings, specifications, or other software, etc. for the purpose of future maintenance of the building, future alterations to the building, or future additions to the building by another licensed design professional?

11. MANAGEMENT PLAN AND METHODOLOGY

A. Describe your firm’s design philosophy, design methodology, and its process for integrating institutional standards into design.

B. Describe your firm’s quality assurance program explaining the method used and how the firm maintains quality control during the development of construction documents and quality assurance during the construction phase of a project. Provide specific examples of how these techniques or procedures were used for any combination of three projects listed in response to prior RFQ questions.

C.Describe your project team’s demonstrated technical competence and management qualifications with institutional projects, particularly those for public schools.


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D. Describe your firm’s experience working with the CM@R project delivery method. Discuss your method of working with the contractor as a collaborative team to deliver a GMP and to maintain the GMP throughout the design and construction process.

E. Describe your cost estimating methods for the design and construction phases. How do you develop cost estimates and how often are they updated? For any combination of three (3) projects listed in response to prior RFQ questions, provide examples of how these techniques were used and what degree of accuracy was achieved.

F. Describe the way in which your firm develops and maintains work schedules to coordinate with the Owner’s project schedule. For any combination of three (3) projects listed in response to prior RFQ questions, provide examples of how these techniques were used.

G. Describe the project team’s approach to assuring timely completion of this project, including methods you will use for schedule recovery, if necessary.

H. Explain Your Construction Observation Procedures, to include type, frequency, duration:

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I. Please list in detail how your firm handles change orders. Be very specific in the following areas: 1. Review of - , 2. Cost of - , 3. Construction responsibility of - and 4. Omission by A/E or their team of items necessary for the project.

J. Please list how your firm handles submittals.

Normal turnaround time for submittals is

K. Please list how your firm responds to questions or requests for information from the contractor.

Normal response turnaround time is

L. Reimbursables - Please list how your firm handles reimbursables and identify what your firm considers are reimbursable expenses.

Do you charge a markup on these expenses? Yes ___________ No ________ If so, please state what the mark up is

Please state how your firm handles reimbursables from its ARCHITECT / ENGINEER team.

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M. It is LISD's opinion that items left out of the plans and specifications are the sole responsibility of the A/E team. Please state your position on this statement in detail. ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

N. The school construction market has seen significant price increases. What has your firm done to help your clients deal with the increased prices and limited supply of skilled labor and materials? ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

12. PROFESSIONAL LIABILITY INSURANCE

Describe limits per project

Describe limits in aggregate

Describe deductible

Have you had any claims asserted against you within the last five years?

If yes, please provide details of each claim:




The information contained herein is true and accurate to the best of my knowledge. By signing below, the firm agrees to allow LISD to check references given and that the information regarding the size and scope of each project is accurate. Further, the signature below certifies this Qualification Statement has been completed with no consultation, collaboration or conversation with other firms competing for this award. The firm understands that the response is to include the information requested in this questionnaire in the sequence and format prescribed. Each evaluation criteria is associated with certain questions and will be evaluated based on this sequence and format. Failure to respond in this sequence and format may result in the reduction of points and/or disqualification.

Signature of Authorized Representative

Name (Please print or type) Title Date

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Contractor Criminal History and Fingerprinting Certification Form

Introduction: Texas Education Code Chapter 22 requires entities that contract with school districts to provide services to obtain criminal history and fingerprinting record information regarding covered employees. Contractors must certify to the District that they have complied. Covered employees with disqualifying criminal histories are prohibited from serving at a school district.

Definitions:

Covered Employees: Employees of a contractor or subcontractor who have or will have continuing duties related to the service to be performed at the District and have or will have direct contact with students. The District will be the final arbiter of what constitutes direct contact with students.

Disqualifying Criminal History: Any conviction or other criminal history information designated by the district, or one of the following offenses, if at the time of the offense, the victim was under 18 or enrolled in a public school: (a) a felony offense under Title 5, Texas Penal Code; (b) an offense for which a defendant is required to register as a sex offender under Chapter 62, Texas Code of Criminal Procedure; or (c) an equivalent offense under federal law or the laws of another state.

Direct Contact: The contact that results from activities that provide substantial opportunity for verbal or physical interaction with students that is not supervised by a certified educator or other professional district employee.

On behalf of ______________________________________ (“Contractor”), I certify that [check one]:

☐ None of the employees of Contractor and any subcontractors are Covered Employees, as defined above. If this box is checked, I further certify that Contractor has taken precautions or imposed conditions to ensure that the employees of Contractor and any subcontractor will not become Covered Employees. Contractor will maintain these precautions or conditions throughout the time the contracted services are provided.

☐ Some or all of the employees of Contractor and subcontractor are Covered Employees. If this box is checked, I further certify that:

1. Contractor has obtained all required criminal history and fingerprinting record information, through the Texas Department of Public Safety, regarding its covered employees. None of the covered employees has a Disqualifying Criminal History.

2. If Contractor receives information that a covered employee subsequently has a reported Disqualifying Criminal History, Contractor will immediately remove the Covered Employee from contract duties and notify the District in writing within three (3) business days.

3. Upon request, Contractor will provide the District with the name and any other requested information of Covered Employees so that the district may obtain criminal history record information on the Covered Employees.

4. If the District objects to the assignment of a Covered Employee on the basis of the Covered Employee’s criminal history record information, Contractor agrees to discontinue using that Covered Employee to provide services at

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the District.

5. All Covered Employees hired after January 1, 2008, have completed the fingerprinting process prior to performing any duties related to the District or having any Direct Contact with students.

Non-compliance by Contractor with this Criminal History and Fingerprinting Certification may be grounds for contract termination and/or debarment. By the signature below, Contractor certifies the accuracy of its content and to comply with it for all contracts and purchase orders (collectively “Agreements”) with Leander ISD.

Signature Date

Printed Name Title

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Felony Conviction Notification Form

Section 44.034, Texas Education Code, 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 an 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 agent 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.

LEGAL NAME OF PROPOSER: _____________________________________________

AUTHORIZED COMPANY OFFICIAL’S NAME (PRINTED): ______________________________________________________

A. My firm is publicly-held corporation; therefore, this reporting requirement is not applicable.

Signature of Company Official: _________________________________________

B. My firm is not owned nor operated by anyone who has been convicted of a felony:


C. My firm is owned or operated by the following individual(s) who has/have been convicted of a felony:

Name of Felon(s): ____________________________________________________

Details of Conviction(s): _______________________________________________


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Exception Form

Proposer Name _______________________________________________________

Proposer certifies agreement with all sections of the solicitation unless the Proposer takes specific exception as indicated below. LISD, at its sole discretion, may negotiate the exceptions or may reject the Proposal. Copy this form if additional pages are needed.

Page Number: Section Number: Section Description:

Alternative Language:

Justification:

__________________________________________________________________________________________________



Justification:

__________________________________________________________________________________________________



Justification:

__________________________________________________________________________________________________



Justification:

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Offer Form

The Proposer, by signature of their authorized agent below, represents that Proposer is submitting a binding offer and is authorized to bind the Proposer to fully comply with the solicitation document contained herein. The Proposer, by submitting and signing below, acknowledges that Proposer has received and read the entire solicitation including any and all documents incorporated by reference, and agrees to be bound by the terms therein, unless specified otherwise in the Exception Form submitted with the Proposal. Proposer agrees to hold their Proposal valid for a term of not less than 90 days from the Solicitation Due Date.

PROPOSER/COMPANY NAME:

STREET ADDRESS:

CITY/STATE/ZIP:

TELEPHONE #:

EMAIL ADDRESS:

NAME OF PROPOSER’S AUTHORIZED AGENT:

TITLE OF PROPOSER’S AUTHORIZED AGENT:

SIGNATURE OF AUTHORIZED AGENT:

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End of RFQ Document

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