Request for Qualifications (CM at Risk Contract)

State of Ohio Standard Forms and Documents


Project Name       Metro Boiler and Chiller Replacement

Project Location   2900 Community College Avenue (Multiple)

City / County         Cleveland/ Cuyahoga

Owner                    Cuyahoga Community College

Delivery Method  CM at Risk

Tri-C Project Number         C2023 7089

Project Manager                  Sean Beckett

Number of Paper Copies 6

Number of Digital Copies: 1

 

Statement of Qualifications are due Thursday, July 18, 2024.  Submit the requested number of Statements of Qualifications (Form F110-330) directly to Judi Cooper, 700 Carnegie Avenue, Cleveland, Ohio 44115. See Section G of this RFQ for additional submittal instructions.

Submit all questions regarding this RFQ in writing to Sean Beckett at Sean.Beckett@tri-c.edu with the Tri-C project number included in the subject line (no phone calls please).

 

Project Overview

A. Project Description

This project consists of replacing both the boilers and chillers at the metropolitan campus and will require work to be completed in two parts, during the off season of each respective heating/cooling system. Boiler replacement is anticipated to take place during the summer of 2025 and chiller replacement is anticipated to take place during the fall/winter of 2025/2026. The boiler scope of work includes removing the existing heat plant, replacing with a new high efficiency hybrid plant that includes condensing and non-condensing boilers. Controls will be replaced/upgraded/installed and integrated. The chiller scope of work includes removing the existing chilled water plant, replacing with new high efficiency oil-free magnetic bearing chillers and new chilled water and condensing water pumps. Controls will be replaced/upgraded/installed and integrated. Design/Engineering documents are available for further detail.

Professional design services have already been procured under a separate contract; Osborn Engineering is the A/E. Schematic design has been completed and Design development will be starting shortly. Design will proceed until approximately August 2024.

It is anticipated that the Project will be turned over to the Construction Manager at Risk for a GMP at the 75% Construction Documents stage of development.

All aspects of the project and related issues will be implemented and operated consistent with the Owner’s policies and procedures.

B. Scope of Services

The selected Construction Manager at Risk (“CMr”), as a portion of its required Scope of Services and prior to submitting its proposal, will discuss and clarify with the Owner, the breakdown of the Agreement detailed cost components, to address the Owner’s project requirements and refine the project schedule.

As required by the Agreement, and as properly authorized, provide the following categories of services: constructability review comments on documents produced by the A/E during the Construction Document stage; develop and maintain estimates of probable construction cost, value engineering, project schedules, and construction schedules; lead and manage the Subcontractor Prequalification and Bidding process, Construction and Closeout Stage.

Refer to the Ohio Facilities Construction Manual for additional information about the type and extent of services required for each. A copy of the standard agreement can be obtained at the OFCC website at http://ofcc.ohio.gov.

The preconstruction and construction services are generally described below. Subcontracts including but not limited to General Trades, Plumbing, Fire Protection, HVAC, Electrical and AV/Technology will be awarded by the CMr to prequalified vendors using a competitive process. The parties will engage in an “open book” pricing method in which all subcontracted work shall be based upon competitive pricing that will be reviewed by the Owner, the A/E and the CMr. The Owner shall have access to all books, records, documents and other data in the CMr’s possession related to itself, its subcontractors and material suppliers pertaining to bidding, pricing or performance of the Agreement.

Preconstruction Services: The CMr will work cooperatively with the Owner, A/E, and Project Team, and will provide, among other services, phasing and schedule development, estimate development, Guaranteed Maximum Price (GMP) proposal, subcontractor prequalification and bidding, constructability review, permits, budgeting, value engineering, and preconstruction planning throughout the preconstruction stages. When the Drawings and Specifications are at the stage of completion specified in the Agreement, such partially completed documents (the “Basis Documents”) shall be provided to the CMr, together with the A/E’s detailed written narrative of incomplete design elements and statement of intended scope with respect to such incomplete elements (the “Design Intent Statement” or “Prose Statement”). The GMP is expected to be supplied to the Owner during the 75% CD phase.  Contingent upon the Owner’s approval of the GMP, the parties will enter into an amendment to the Agreement establishing the Contract Sum (“GMP Amendment”). If the proposed Contract Sum exceeds the established Project Budget for construction, then the Owner may terminate the agreement with the CMr and seek proposals from other firms for completion of the Project.

Construction Services: The CMr shall construct the Project pursuant to the Construction Documents and in accordance with the GMP and schedule requirements. The CMr shall hold all subcontracts and shall be fully responsible for the means and methods of construction, project safety, project completion within the schedule agreed upon in the preconstruction phase, compliance with all applicable laws and regulations including monitoring compliance with all diversity expectations, equal employment, prevailing wage requirements, and submitting monthly reports of these activities to the Owner. All subcontracts shall be on the subcontract form prescribed by OAC Section 153:1-03-02. The Owner reserves the right to approve the CMr’s selection of subcontractors and any supplemental terms to the form subcontract.

For purposes of completing the Relevant Project Experience Matrix in Section F of the Statement of Qualifications (Form F110-330), below is a list of relevant scope of work requirements for this RFQ:

  1. Experience with the Construction Manager at Risk delivery method
  2. State of Ohio OFCC projects (non-ODOT)
  3. Projects in the $2 to $10 million project cost range
  4. LEED Certified projects (or non-Certified projects utilizing sustainable design and construction BMP’s)

 

C. Funding / Estimated Budget

Total Estimated Project Cost:    $              4,500,000

Estimated Construction Cost:   $              4,000,000

 

D. Anticipated Schedule

CMr Preconstruction Services Start:        September, 2024

Construction Stage Notice to Proceed:   October, 2024

Substantial Completion of all Work:        March 1, 2026

CMr Services Complete:                            April 30, 2026

 

E. Evaluation of Criteria for Selection

Selection Criteria: The CMr will be selected using (i) qualifications-based process during the Request for Qualifications (RFQ) stage to develop a short list and (ii) best value process during the Request for Proposal stage. The best value criteria used in evaluating proposals from short listed firms will include such factors that are determined to derive or offer the greatest value to the State and Owner, combining both qualifications and fee.

Short List: Each firm responding to this RFQ will be evaluated and selected based on its qualifications and the qualifications and experience of the particular individuals identified as the candidate’s proposed team for the Project. After evaluating the responses to this RFQ, the Owner will select a short list of no fewer than three candidates that it considers to be the most qualified, unless the Owner determines that fewer than three firms are qualified, it will only select the qualified firms.

Request for Proposal: The short-listed firms shall be sent a Request for Proposal (“RFP”) that will invite the firms to submit pricing proposals containing their proposed preconstruction stage compensation, construction stage personnel costs, itemized construction stage general conditions costs, construction stage contingency percentage, and construction stage fee percentage. The short-listed candidates will also receive (i) form of Agreement with the Owner containing the contract terms and conditions, (ii) set of the most recent design documents and (iii) proposed Project schedule.

Pre-Proposal Meeting: Prior to submitting a response to the RFP, the short-listed firms may be invited to meet individually with the Owner and/or A/E. The purpose of the pre-proposal meeting is to permit the short-listed firms an opportunity to ask the Owner and/or A/E questions in an individual setting to help the firms prepare their responses to the RFP. The Owner will notify each short-listed firm to schedule individual times for the pre-proposal meetings.

Interview: After submitting responses to the RFP, the short-listed firms will be interviewed by the Owner and A/E. The purpose of the interview will be to meet the proposed Project team, become familiar with key personnel, and understand the project approach and ability to meet the stated objectives for the Project. Please be prepared to discuss with specificity the firm’s capacity to conduct this work in compliance with the timetable, budget and Diversity/Inclusion expectations. The Owner will notify each short-listed firm to schedule individual times for the interviews.

 

Selection Schedule: Tentative schedule is subject to change.

Statement of Qualifications Due:                     Thursday, July 18, 2024

RFP issued to the Short-Listed Firms              Thursday, August 1, 2024

RFP due:                                                               Thursday, August 15, 2024

Interviews                                                              Monday, August 19, 2024

Selection of CM                                                   Friday, August 23 ,2024

Cancellation and Rejection: The Owner reserves the right to reject all proposals and cancel at any time for any reason this solicitation, any portion of this solicitation or any phase of the Project. The Owner shall have no liability to any proposer arising out of such cancellation or rejection. The Owner reserves the right to waive minor variations in the selection process.

F. Submittal Instructions

Firms are required to submit the current version of Statement of Qualifications (Form F110-330) available via the OFCC website at http://ofcc.ohio.gov.

Electronic submittals should be combined into one PDF file named with the Tri-C project number listed on the RFQ and your firm’s name. Use the “print” feature of Adobe Acrobat or similar software for creating a PDF rather than using a scanner. If possible, please reduce the file size of the PDF. In Acrobat, go to Advanced, then PDF Optimizer. Please submit the electronic submittal on a USB drive along with the required number of paper copies.

Paper copies of the Statement of Qualifications, should be stapled or bound with a removal type binder (GBC etc.). Submitters are not limited to only submitting the F110-330. Information submitted in addition to the F110-330 should be included after the F110-330.

Facsimile copies of the Statement of Qualifications will not be accepted.

Unless otherwise noted or exempt, all documents submitted to the Owner in response to this RFQ and subsequent RFP are public and will be available for inspection at the conclusion of the selection process. The following information shall remain confidential and will not be released: (1) Proposal Form(s), except for cost category subtotals which will be transferred to the Best Value Rating Form; (2) Financial Capacity; and (3) Bonding/Insurance.

Proposers are requested to submit the following information in response to this RFQ within Section H of Form F110-330.

  1. Summary: Provide a summary, on one page or less, describing why your firm/team is the most qualified for the Project.
  2. Contractor Qualifications: Submit complete contractor qualifications using AIA Document 305.
  3. Bonding/Insurance: Provide evidence of capacity to provide bonding in the amount of the construction budget (e.g. a letter from your Surety agent stating that one or more Sureties will issue Bonds in the amount of the construction budget if your team is selected) and a copy of the firm’s certificate of insurance showing the firm’s current limits of liability for commercial general liability, employer’s liability, business automobile liability, and professional liability insurance.
  4. Relevant Experience: refer to Section B: Scope of Services.
  5. Personnel & Staffing: must include an organization chart. Personnel resume pages must express the individual’s specific role on each project on their respective resume.
  6. Diversity / Inclusion: Describe your presence and understanding of the current market place with respect to diversity participation both in contracting and in workforce. Submit a chart showing past performance, with respect to diversity reporting, for the last 5 years of projects. Be prepared to discuss your strategy to reach or exceed the College’s diversity expectations.
    1. Procurement / Contracting – 15% (of contract value) for MBE, 6% for CSB, SDBE, & SBE, 5% FBE, & 2% VBE.
    2. Workforce – 45% Local, 15% Minority, 7% Female, & 2% Veterans.
  7. Management Systems: Describe the scheduling and cost control systems the firm would propose to use for the Project
  8. Self-Performed Work: Indicate whether the firm intends to self-perform any work on the Project through a competitive process and, if so, the nature of the work and capability to self-perform.
  9. Estimating: Demonstrated record of accomplishment of performance of in-house estimating on projects comparable to the Project.
  10. Scheduling: Demonstrated record of accomplishment of performance of managing projects to the original schedule.
  11. Collaboration: Demonstrate collaborative experiences, as a CMR with the Design Team and Owner, and highlight any developed best practices.
  12. Experience with CBA’s

Firms are requested to identify professional registrations, memberships and credentials including but not limited to: LEED GA, LEED AP, LEED AP+, CCCA, CCM, CCS, CDT, CPE, DBIA, and any other appropriate design and construction industry credentials. Identify that information on the resume page for individual in Block 22, Section E of the F110-330 form.