The Dublin City School District Board of Education (the “District” or the “Board” or “Owner”), is soliciting Statements of Qualifications (“SOQs”) from qualified individuals or firms to provide Design Professional Services for the District’s All High School Project (the “Project”). Services are anticipated to include preparation of schematic design, design development documents and construction documents, as well as construction administration.
anticipates that it will use a construction manager at risk delivery model for
the construction of the Project.
This Project is anticipated to include additions
and renovations to all three Dublin high schools.
The Owner’s estimated total budget for the Project (including all construction costs, design fees, and construction manager at risk fees) is $30 million.
Interested individuals or firms should submit 6 hard copies and 1 electronic PDF on CD-DVD or flash drive, of their SOQs, enclosed in a sealed envelope. The envelope shall be plainly marked on the outside "DUBLIN CITY SCHOOL DISTRICT BOARD OF EDUCATION — ALL HIGH SCHOOL PROJECT DESIGN PROFESSIONAL QUALIFICATIONS."
SOQs must be delivered to the following address,
before the submittal deadline:
City School District Board of Education
Jeff Stark, Chief Operating Officer
Shier Rings Road
The District reserves
the right to waive any defect or technicality in any SOQ received or to eliminate
any firm that submits an incomplete or inadequate SOQ or that is not responsive
to the requirements of this RFQ.
SOQs will be received
until 3:00 PM local time, January 3, 2019.
anticipated to be completed over the next four years with staggered completion
dates for each high school project within that timeframe.
Questions, Clarifications and Addenda:
All questions concerning this RFQ shall be directed in writing via email to District Operations, at firstname.lastname@example.org. Questions will be reviewed and the District will determine whether any addenda should be issued as a result of any pertinent or substantive inquiries. Addenda will be issued to all firms that have requested the RFQ for the Project. Firms shall not rely on any oral instructions or answers.
include the following:
- Firm’s History and Resources – Information about the firm’s history and the resources available to it for this Project (number of years in business, etc.)
- Education & Technical Training – Provide the education, technical training, and experience of the principal in charge of the Project and the Project Manager, as well as any other individuals assigned to the Project, and proposed consultants, if any. Provide the education, technical training, and experience of firm owners. Detail how the identified individuals will communicate with the Owner.
- Firm’s Overall Experience – The firm’s experience in providing substantially similar services in Ohio (i.e., design services for schools and specifically for Ohio public projects including any experience with the construction manager at risk delivery model). Describe:
The firm's experience, approach, and specific expertise involving school projects.
The firm's experience, approach, and specific expertise in planning for the use of space, technology, and systems that support school functions.
- Proposed Timeline – Provide a detailed narrative demonstrating the firm’s ability to manage the Project schedule for
completion of the Project and the various services to be provided by the
firm for pre-construction (programming, schematic design, design
development and completion of construction documents), construction, and
close-out phases of the Project. Describe the ability of the firm to
provide services on the proposed schedule, including availability of
current personnel (i.e., are resources currently available or fully
committed to other projects.)
- Past Performance based on References – Past performance as reflected in evaluations of previous and current clients for which the firm has provided or is providing similar services; please include a list of five (5) relevant projects involving similar services performed by the firm during the past five years. Include the following information for each project:
- Project owner, name of project, and location;
- Brief description of the project, including size of project
(e.g., square footage), and project delivery model (e.g., general
contractor, construction manager at risk, design-build, etc.);
- Year services were completed or anticipated completion date;
- Construction cost and percentage of change orders;
- Other relevant information about the project and the firm's services; and
- Reference contact person and phone number.
- Past Performance with Owner – The firm's past experience with the District, if any.
- Proximity to the Site – The firm’s location and proximity to the site for purposes of site visits and attending meetings at the District.
- Proposed Coordination for Design and Work – Describe the steps the firm will take to coordinate design and work on the Project with the Owner and Construction Manager at Risk with respect to scheduling the Project, maintaining the construction schedule, and close-out of each stage of the Project.
- Project Estimates and Budget – The firm's procedures for preparing budget estimates, including initial budget development and budget updates with the Owner and Construction Manager at Risk, performing design reviews, constructability reviews, and value engineering. Provide specific information on:
budget development, including but not limited to, procedures for initial budget
development with the Owner and process
for updating the budget in coordination with the Construction Manager at Risk
and Owner at various stages of the design process;
The firm's experience over the past five (5) years with preparing project estimates and construction costs, monitoring project costs, and completing a project within the initial budget with emphasis on any experience with construction manager at risk projects; and
- Unique Competence, Qualities, and/or Expertise of the Assigned Team to Perform the Required Services – Unique competence, qualities, and/or expertise that set the assigned team apart from other firms and teams as it relates to the required services for the Project. List a maximum of four (4) specific and unique qualities that set the assigned team apart from others in relation to the District’s Project.
- Professional Liability Insurance Coverage & Claims History – The firm’s insurance coverage, including errors and omissions. Include:
The coverage amounts and types of insurance coverage, particularly the firm’s commercial general liability and professional liability limits;
information about any claims asserted against the firm or its professional
liability carrier within the last five (5) years, including the resolution of the
statistics kept internally on change order history and project completion, recognizing
that each change order is unique as to its causes. The District is interested in information
that will show consideration of budget requirements.
- Construction Phase Services – The firm’s practices with respect to site visits and oversight of the Project. What amount of time is spent on average on site during construction? What is the background of the individuals who would be visiting the Project during construction? What documentation of such site visits is prepared and maintained?
Working with the City of Dublin and its Building Code Officials and Inspectors
and Other Code Officials with Jurisdiction over additions and renovations to
all three Dublin high schools.
Firms submitting statements of qualifications for the available contract will be evaluated and ranked in order of their qualifications, subject to the District’s absolute right to stop the process and refrain from entering into any contract. Following this evaluation, the individual project teams from the firms determined to be most qualified may be asked to meet with District representatives to present the firm’s qualifications and proposed approach for the Project before final selection is made.
Upon selection of the
firm determined to be most qualified to provide the requested services for the
Project, the District reserves the right to negotiate the price for services to
be provided, with such firm. If the
Owner and the selected firm agree to a price and scope of services, the form of
agreement between the Owner and the selected firm will be a modified AIA
Document B133-2014 Agreement Between Owner and Architect, Construction Manager
as Constructor Edition.
may be retained in the file maintained by the District for design professional
qualifications; each firm is requested to provide annual updates to the
qualifications to keep them current.
RFQ - CONSTRUCTION MANAGER AT RISK SERVICES
Project Owner: Dublin City School District Board of
Education, Franklin County, Ohio
Project Name: Middle School 5 and Centralized
Preschool Conversion 2020 Project
Project Location: Middle School 5,
Jerome Township, Union County; and Preschool, 7030 Coffman Road, Dublin, Ohio 43017
Delivery Method: Construction
Manager at Risk, in accordance with the Ohio Revised Code
The Dublin City
School District Board of Education (the Board or the Owner or the District)
intends to contract for Construction Manager at Risk (CMR) services in
connection with its Middle School 5 and Centralized Preschool Conversion 2020
Project (the Project).
As required by Ohio
Revised Code Section 9.33, et seq., the Owner requests statements of
qualifications from experienced CMR firms to provide CMR services to the Owner
in connection with the Work for the Project. This Request for Qualifications
(RFQ) includes criteria against which qualifications submitted will be reviewed
and evaluated to develop the short-list of firms from which pricing will be
requested in the second phase of the selection process. The short-listed firms
will be asked to provide both pricing and technical proposals, which will be
reviewed and evaluated to determine the CMR firm that will provide the best
value to the Owner for the Project.
(Respondents) must submit 6 hard copies
and 1 electronic copy in PDF format of
the requested statement of qualifications (SOQ), enclosed in a sealed
envelope. The envelope shall be plainly
marked on the outside “DUBLIN CITY SCHOOL DISTRICT BOARD OF EDUCATION – MIDDLE SCHOOL 5 AND CENTRALIZED PRESCHOOL CONVERSION 2020 PROJECT CMR QUALIFICATIONS.”
SOQs must be
delivered to the following address, before the submittal deadline:
Dublin City School
District Board of Education
Attn: Jeff Stark, Chief
6371a Shier Rings Road
Dublin, OH 43017
The Owner reserves
the right to waive any defect or technicality in any SOQ received or to
eliminate any CMR that submits an incomplete or inadequate SOQ or that is not
responsive to the requirements of this RFQ.
SOQs will be received until 3:00 p.m.
local time, January 17, 2019.
Submittals received after this time may be considered solely in Owner’s discretion.
concerning this RFQ shall be directed in writing via email to District
Operations at email@example.com.
Questions will be reviewed and the District will determine whether any addenda
should be issued as a result of any pertinent or substantive inquiries. Addenda will be issued to all firms that have
requested the RFQ for the Project. Firms
shall not rely on any oral instructions or answers. Respondents should not seek
to discuss any information directly relating to this procurement with any Owner
personnel or anyone affiliated with the Project, except during scheduled site visits,
or as otherwise provided for in the RFQ. Violation of this provision may result
in disqualification from eligibility for selection.
Project Overview, Schedule,
and Owner Budget:
- This Project
is anticipated to include construction of a new 135,000 square foot middle
school and conversion of the current Central Office into a centralized
preschool, which is anticipated to house 200-288 students in 18 classrooms and
be approximately 20,000 square feet.
- The Owner’s estimated total budget for the project (including all construction costs, design fees, and construction manager at risk fees) is $47 million.
- Construction of the
middle school is anticipated to be completed in time for the building to be
occupied for the 2021/2022 school year. Conversion of the preschool is
anticipated to be completed in time for the building to be occupied for the
2020/2021 school year.
- Design Professional services are being procured separately, per the Ohio
Scope of Services:
CMR services for the Project will include, but not be limited to, design review and pre-construction services, participation in developing the budget and updated construction cost estimates, participation in preparing the construction schedule (including identification of significant milestones for completion of the Work), prequalification of subcontractors to perform the required Work, construction, and close-out phases of the Project. CMR services will be defined in an agreement with the Owner; the form of agreement, including general conditions of the contract for construction, will be provided to the short-listed firms during the RFP phase. The scope of the selected CMR firm’s services will likely include, but may not be limited to, the following:
A. Pre-Construction Services
1. Participate in regularly-scheduled design progress meetings with the Design Professional, the various consultants, and the Owner. The CMR shall provide ongoing input with respect to constructability, construction costs, material selection/evaluations, construction duration and phasing, sequence of construction, and other scheduling services, along with construction means and methods.
2. Coordinate/participate in meetings with
the Owner and Design Professional, utility companies, and regulatory agencies
to expedite the design/permit process.
3. Identify and detail construction phasing
and scheduling that will minimize interruptions to Owner operations.
4. Facilitate long-lead procurement studies
and initiate procurement of long-lead items.
5. Develop comments, suggestions and cost
models (estimates) throughout the phases of design.
6. Develop constructability and value engineering suggestions at all design phases – considering different design/material/life cycle elements.
7. Permit Acquisition/Approval.
8. Develop prequalification criteria for
subcontractors and prequalify subcontractors for the Work, in accordance with
9. Manage the effort of the development of potential subcontractor bidders’ lists.
10. Develop a detailed, open book cost model
and updates based on interim submittals for the Guaranteed Maximum Price (GMP)
proposal based on the nearly complete Construction Documents.
B. Construction Services
1. Coordinate with the Owner, the Design
Professional, and other stakeholders as necessary.
2. Arrange for procurement of materials.
3. Schedule and manage construction
4. Bid, award (with Owner input, per Ohio
law), and manage all construction-related contracts.
5. Provide quality control and construction
6. Progress Scheduling/Compliance with
7. Regular Progress Meetings.
8. Bond and insure the construction per Ohio
law and the Contract Documents.
9. Address all construction related
10. Provide prevailing wage
11. Maintain safe work site.
12. Project closeout including documentation
(final wage reports, lien releases, O&M manuals, as-builts, etc.)
C. Post-Construction Services
1. Warranty Service
2. Warranty Close-out
As defined in the Ohio Revised Code and
Ohio Administrative Code, the selection process will be conducted in two
RFQ. The first phase includes review and evaluation of qualifications submitted by firms interested in providing the required CMR services by the Owner’s Evaluation Committee, in accordance with Ohio law. The evaluation committee will review and evaluate the qualifications received. Firms may be invited to meet with the Evaluation Committee prior to the release of the short-list of CMR firms. A minimum of three (3) short-listed firms that are determined to be qualified to provide the required CMR services will be released, unless it is determined that there are less than three (3) qualified firms.
RFP. Technical and
pricing proposals will be requested from the short-listed CMR firms, using a
request for proposals. The technical and
pricing proposals received will be reviewed and evaluated and, considering both
qualifications and technical/pricing information, the CMR firm determined to
provide the best value for the Project will be selected.
Anticipated Procurement Schedule
Deadline for Submitting Qualifications
January 17, 2019
Week of January 21, 2019
Short-List of Qualified CMR Firms Announced
January 28, 2019
Request for Pricing and Technical Proposals issued to
January 28, 2019
Deadline for Submitting Pricing and Technical Proposals
February 8, 2019
Week of February 11, 2019
Selection of “Best Value” Proposal
February 25, 2019
Rights of the Owner:
This RFQ constitutes only an invitation
to present qualifications. The rights reserved by the Owner, which shall be
exercised in its sole and absolute discretion, include without limitation the
1. Require additional information from one or more Respondents to supplement or clarify the SOQs submitted including, but not limited to, conducting interviews with Respondents if Owner, in Owner’s sole discretion, deems such interviews to be helpful.
2. Conduct investigations with respect to the qualifications and experience
of each Respondent.
3. Visit and examine any of the facilities referenced in the SOQs and to
observe and inspect the operations at such facilities.
4. Waive any defect or technicality in any SOQ received.
5. Determine which Respondents are qualified to be short-listed to receive
the RFP and submit Proposals in response to the RFP.
6. Eliminate any Respondent that submits an incomplete or inadequate SOQ or
is not responsive to the requirements of this RFQ.
7. Supplement, amend, or otherwise modify this RFQ, prior to the date of
submission of the SOQs.
8. Issue one or more amendments to this RFQ extending the due date for the
9. Receive questions concerning this RFQ from Respondents and to provide such questions, and the Owner's responses, to all Respondents.
10. Cancel this RFQ or the RFP in whole or in part with or without
substitution of another RFQ or RFP if determined to be in the best interest of
11. Take any action affecting the RFQ process, the RFP process, or the Project
that would be in the best interest of the Owner.
12. Make public any and all documents associated with the Project, including
documents submitted to the Owner by Respondents.
SOQ Required Format and Information:
A. SOQ Format
The format of the SOQ must be as outlined below.
Narrative pages are to be 8-1/2 inches by 11 inches. All information provided shall be bound into
a single volume. A clear and concise presentation of information is encouraged
with a maximum page limit of 50 single-sided pages (or 25 double-sided pages),
not including resumes of key staff, standard brochures, and financial
information and supporting data.
Audiovisual materials will not be accepted. Sales brochures are not
desired unless directly related to the response and referenced in the
text. Below is additional information
about the submission requirements to this RFQ.
Only those persons or firms who have obtained an official copy of this RFQ
from the Owner will receive any official addenda to this RFQ. Receipt of all addenda shall be acknowledged
by Respondents in a transmittal letter with the SOQ.
B. SOQ Required Information
Provide the following information for consideration by the Owner as part of the evaluation of Respondent’s qualifications. The SOQ must be separated into tabbed sections as follows:
Competence and Services. When providing the following information, if the firm is a national firm with a branch office in Ohio, provide information limited to the firm's Ohio office projects and experience. Include:
An Executive Summary of the CMR Firm and CMR Team (the firm’s proposed employees who would be assigned to perform services for the Project) including key consultants, if any.
Describe the CMR Firm and proposed CMR Team in more detail, building from the Executive Summary – i.e., credentials, technical training, experience with BIM, education, and experience of the CMR Team, in-house, full-time employees and in-house professional disciplines. Provide bios for Project Executive/Project Manager, Project Administrator (Site Level), and Construction Technical Staff (Estimating, Budgeting, Scheduling) only. Include consultants to be used for the Project and the firm’s experience with each on past projects. Limit bios to one page in length.
CMR Firm’s relevant projects within recent history with an emphasis on Ohio school facility experience and projects of any type with construction costs of $40 million or more, if any. Include a brief description of the project, including size of project (e.g., square footage) and project delivery model (e.g., general contractor, construction manager at risk, design-build, etc.). Describe experience with use of space, technology, and systems that support school facility functions.
Ability to Provide the Required Services.
Capacity of the CMR Firm and members of the CMR Team to provide the
required services for the Project in terms of workload and availability. Include a list of current projects and the
status of each and relevant information (i.e., budget, type of work, stage of
completion, committed staff, and consultants).
b. CMR Firm’s project experience with school projects and CMR delivery method on similar project, with an emphasis on public projects in the State of Ohio.
c. Previous collaboration of the CMR Team members on
any project type, sample projects on which a significant number of individual
team members have collaborated previously.
Provide representative project experience detailed information. Provide detailed project information
including project name, project location, project completion year, project
owner, owner contact name, owner contact phone number/email, brief description
of the project and its relevance to this RFQ, firm(s) from team associated with
project and their role on the project, construction cost, project size (e.g.,
square footage), and project delivery model (e.g., general contractor,
construction manager at risk, design-build, etc.). Up to 10 projects may be listed from members
of the project team.
3. Past Performance.
a. Budget Management success by CMR Firm on any
project type with over $40,000,000 in construction costs for which original
estimates/pricing were prepared by CMR Firm.
Show comparison of original estimates versus actual final construction
bid costs and variance percentage only, up to 10 projects may be listed.
b. Schedule Management success by CMR Firm on any
project type with over $40,000,000 in construction costs for which actual
completion dates were significantly shortened versus original contracted
completion date or original completion dates were held despite a challenging,
unexpected schedule issue that occurred.
List a brief summary for each of the circumstances, up to 5 projects may
c. References for the CMR Firm with an emphasis on
school facility experience providing information on:
Control of costs (to the extent not addressed in 3(a) above)
Quality of Work performed
Dispute Resolution (dealing with subcontractor and supplier issues)
Administration of subcontractors and suppliers
Meeting deadlines and maintaining the Project schedule (to the extent not
addressed in 3(b) above
Past performance by the CMR Firm and CMR Team (to the extent not
demonstrated in other sections)
4. Financial Responsibility. Demonstrate CMR Firm’s bonding capacity as evidenced by a recently dated letter from the CMR Firm’s surety agent listing current available bonding capacity, as well as total maximum bonding capacity. The letter should also state the surety agent’s commitment to provide the required payment and performance bonds in accordance with OAC 153:1-4-02, if the CMR Firm is determined to be the firm that will provide the best value for the Project.
5. History of Performance with goals of diversity and inclusion, if
applicable. Not applicable.
However, non-discrimination requirements will apply.
6. Other qualifications consistent with the scope and needs for the Project.
a. Firm’s History / Average Revenue.
(1) What is the firm’s history and philosophy? What is it that makes the firm unique? Describe the aspects of the firm's approach to the CMR delivery method specifically that have made it successful. How long has the CMR Firm been in business, and how long have key employees and principals been associated with the firm? Describe the firm’s history with an emphasis on school projects.
(2) CMR Firm’s annual revenue associated with school construction projects for the past 7 years.
(3) CMR Firm’s total annual revenue for each of the past 7 years.
b. Insurance Coverage & Claims
(1) Professional Liability coverage of the CMR Firm,
including claims history for the last 10 years.
(2) Commercial General Liability coverage of the CMR
Firm, including claims history for the last 10 years.
c. Value Added Experience. Demonstrate the CMR Firm/CMR Team’s past success in providing past construction manager at risk projects with value added components thru the CMR Firm/CMR Team’s creative or innovative value engineering, construction technique or other similar methods. For each example, provide a brief one paragraph summary. Include recommendations that enhanced the cost effectiveness and functionality of schools.
d. Prior Performance with the Owner. Has the CMR Firm or
any of CMR Team ever worked on Projects for the Owner in the past? Was the relationship successful?
e. Proximity to the Site. Proximity of the CMR Firm’s primary office where the majority of the Project work will be managed/performed to the Project site – List distance in miles, straight-line method.
f. Familiarity with Local Area. Knowledge of the local area and working relationships with
local subcontractors and suppliers.
g. Experience Working with the City of Dublin, Jerome Township, and their
Building Code Officials and Inspectors.
The Owner’s Evaluation Committee will review the qualifications received and will notify firms if they are included on the short-list of qualified firms.
A. Conformance Review
Respondent shall be considered responsive if the
SOQ responds to the RFQ in all material respects and contains no irregularities
or deviations from the RFQ. Each Respondent that is rejected as nonresponsive
will be notified of the finding that it was nonresponsive and the reasons for
the finding in writing.
B. Qualifications Criteria
The qualifications criteria which may be the basis for
evaluation of submitted SOQs are:
Competence to perform the required management services as indicated by the technical training, education, and general experience of the CMR’s personnel, especially the technical training, education, and experience of the CMR’s employees and consultants who will be assigned to the Project;
Ability in terms of workload
and the availability of qualified personnel, equipment, and facilities to
perform the required services competently and expeditiously, and experience
working on similar types of projects (specifically experience with Ohio school
Past performance of the CMR
Firm as reflected by the evaluation of previous clients with respect to factors
such as control of costs, quality of work, dispute resolution, administration
of subcontracts, meeting deadlines;
including evidence of the capability to provide the payment and performance
bonds in accordance with OAC 153:1-4-02; and
Other qualifications that
are consistent with the scope and needs of the Project, including, but not
i. History and philosophy of the firm
ii. Number of years in business
iii. Average revenue
iv. Insurance and claims history
v. Value added experience
vi. Prior performance with the Owner
vii. Proximity to the site
Knowledge of the local area
and working relationships with local subcontractors and suppliers
ix. Experience working with the City of Dublin, Jerome Village, and their
building code officials and inspectors
All SOQs and
subsequent Proposals received in response to the procurement documents will
become the property of the Owner and will not be returned. Note that all
information submitted in response to this RFQ and to any subsequent RFP for CMR
services is a public record, which will be made available for inspection as
required by ORC 149.43 upon request at the conclusion of the selection process.
Respondents recognize and agree that the Owner will not be responsible or liable
in any way for any losses that the Respondent may suffer from the disclosure of
information or materials to third parties.
Each CMR firm submitting qualifications or any other information as part
of this selection process is responsible for all costs associated with
preparing the submission and participating in the selection process.
The Owner may reject any or all qualification statements received or
cancel this process at any time for any reason and the Owner will have no
liability for taking such action. The
Owner reserves the right to waive minor variations in the selection process.
The Owner appreciates your
interest in the Project and looks forward to reviewing your qualifications for