Charlotte-Mecklenburg Schools. Request for Qualifications

Transcription

1 Charlotte-Mecklenburg Schools Request for Qualifications Move Management Services December 2, 2018

2 Table of Contents Section 1 - ADVERTISEMENT...3 Section 2 INTRODUCTION/OVERVIEW/GENERAL INFORMATION...4 Section 3 - SUBMISSION REQUIREMENTS...5 Section 4 - INSURANCE REQUIREMENTS...6 Section 5 - QUALIFICATIONS/RESPONDER INFORMATION...7 Section 6 - ACKNOWLEDGEMENT FORM...9 Section 7 CMS MWSBE PROGRAM Section 8 PRICING INFORMATION... 12

3 Section 1 - ADVERTISEMENT Charlotte-Mecklenburg Schools (CMS) is soliciting qualifications from Move Management firms interested in providing move management coordination services for CMS on upcoming construction projects. Documents may be downloaded beginning Monday, December 3, 2018 from the CMS website at: The response will be due to CMS Auxiliary Services at the above address no later than 4:00 pm Thursday, December 20, Any quotations received after this date and time will be returned unopened. For further information Tom O Dell at tom.odell@cms.k12.nc.us. 3

4 Section 2 INTRODUCTION/OVERVIEW/GENERAL INFORMATION Charlotte-Mecklenburg Schools is requesting responses from qualified Move Management firms interested in providing move management services for CMS on upcoming construction projects. Scope of work includes the management, coordination and mover procurement to accommodate multiple K-12 school construction and/or operations projects. Following are the RFQ responder instructions: Delivery of Responses Each respondent shall complete and return one (1) properly executed original copy of the RFQ response and one (1) electronic copy on CD no later than 4:00 p.m., Thursday, December 20, Unless otherwise indicated, respondents offer shall be valid for 90 days from the date of quotation opening. Awards Decisions to award contract pursuant to this RFQ shall be based on price, services and capabilities of the respondent, quantity and delivery of work needed by CMS, best overall value to CMS and such other reasonable factors as CMS may establish. CMS reserves the right to accept or reject any and all quotations or any portions thereof and to waive any formality or technical defect in any quotation. Addenda and Supplements to RFQ If a responder who is contemplating submitting a response is in doubt as to the true meaning of any part of this RFQ or other requirements, they may submit a written request for clarification to CMS s representative no later than (7) days prior to the deadline for submission of the RFQ. Any clarification or revisions to the RFQ will be made only by an addendum which will be posted on the CMS website no later than two (2) days prior to the due date. It is the respondent s obligation to review the website for addenda at The responder is required to acknowledge receipt of any/all addendum. Oral explanations will not be binding. Request for Explanation and Information questions regarding the response process to: Mr. Tom O Dell Tom.odell@cms.k12.nc.us Deputy Director of Capital Program Services Charlotte-Mecklenburg Schools 3301 Stafford Drive Charlotte, NC CMS has sole discretion and reserves the right to reject any and all responses received with respect to this RFQ and to cancel the RFQ process at any time prior to entering into a formal agreement. CMS reserves the right to request additional information or clarification of information provided in the response without changing the terms of the RFQ. 4

5 Section 3 - SUBMISSION REQUIREMENTS Responses should be prepared and submitted as described in this section. Responders bear the responsibility of examining all parts of this RFQ and furnishing the information required by this RFQ. The responder shall prepare their response and provide one (1) original hard copy and one (1) electronic copy on CD or other electronic media. All costs incurred in the preparation and submission of quotations shall be covered by the responder. All blank spaces on the Acknowledgement Form and all requirements outlined in this RFQ must be filled in and completed. Submittals shall be made on 8.5 x 11 paper, side bound with Table of Contents and reference tabs for key sections. Response is limited to 10 pages single sided. All pages are to be consecutively numbered. Responders shall submit responses in a sealed envelope to CMS Auxiliary Services, 3301 Stafford Drive, Charlotte, NC, and Attention Tom O Dell. The sealed envelope submitted by the responder shall carry the following information on the face of the envelope: Responder s name, address, and subject matter of response. Each responder must answer all questions and provide all requested information, where applicable. If the answer to any questions is none or if the question is not applicable, please state in writing. Any responder failing to do so may be deemed to be non responsive with respect to this RFQ at the sole discretion of CMS. A selection committee will make reasonable investigations as deemed proper to determine the ability of each responder to perform the work. The responder shall be responsible to furnish all information and data requested by the RFQ. CMS reserves the right to reject any RFQ response if the information submitted by or investigations of the responder fail to satisfy CMS that the responder is qualified. Where responses are sent by mail, the responder shall be responsible for their delivery before the advertised date and hour for the receipt of the quotations. If the mail is delayed beyond the date and hour set for the response receipt, submittals thus delayed will not be considered and will be returned unopened. Submittals must include, at a minimum, the following: 1. Executive Summary limited to one (1) page including the name of the responder, location of responder s principal place of business, a brief narrative description including the age of the business, type of business organization and services offered. Summary should describe the responder s approach to providing move management services for a project(s) as described in the Introduction. 2. Insurance Requirements Responders must show proof of insurance coverage meeting the requirements identified in Section 4 (submit a copy of insurance certificate) 3. Completed response to Qualifications/Responder Information (Section 5) 4. Completed Acknowledgement Form (Section 6) 5. Complete required documents included with MWSBE Information (Section 7) 6. Completed pricing information (Section 8) 5

6 Section 4 - INSURANCE REQUIREMENTS Minimum limits for the following types of insurance are required: Worker s Compensation: 1. N.C. Statutory Requirements 2. Employers Liability $500,000 Each Accident $500,000 Disease Policy Limits (Aggregate) $500,000 Disease Each Employee Comprehensive General Liability: Limits of coverage shall not be less than: 1. Bodily Injury Liability including contractual liability coverage $1,000,000 each occurrence Assumed under the indemnity agreement of the contract, Products/completed operations and underground property $2,000,000 annual aggregate damage XCU where applicable. 2. Property Damage Liability including contractual liability $1,000,000 each occurrence Coverage assumed under the indemnity agreement of the Contract, products/completed operations and undergoing $2,000,000 annual aggregate Property damage XCU where applicable. Comprehensive Automobile Liability: Comprehensive Automobile Liability Insurance shall be maintained by the Construction Manager as to the Ownership, maintenance and use of all owned, non-owned, leased or hire vehicles with limits of not less than: 1. Automobile Liability All owned, non-owned and hired $1,000,000 each person vehicles $2,000,000 each occurrence 2. Automobile Property Damage Liability all owned, $1,000,000 each occurrence non-owned and hired vehicles $2,000,000 aggregate 3. Umbrella liability limits shall not be less than $2,000,000 each occurrence 4. Architects Professional Liability Insurance $1,000,000 6

7 Section 5 - QUALIFICATIONS/RESPONDER INFORMATION Please organize your responses to questions below in the same order and numbering given, restating the question first, then your responses. 1. Company history, size and background a. Provide current organizational structure information, date of company formation and the number of years providing move management services. b. Provide the address, telephone number, contact and address of the office that will be performing the work. c. Provide names and professional background of any company principals intended to be used on the proposed CMS work. d. Provide the total number of staff directly employed by the firm regularly engaged in move management services. Only include the staff/office that will directly participate in this CMS work. e. Provide a listing by year of move management work over the last five (5) years ( ) highlighting the number of K-12 projects per year. 2. Financial Information - CMS reserves the right to request financial data. If requested provide a copy of audited financial statements for the three (3) previous fiscal years and the last quarterly report. Statements must include auditor s letter of opinion, auditor s noted balance sheet, statement of income/loss. 3. Provide information/references on no less than three (3) K-12, higher education facilities in North Carolina or other relevant business for which your firm has provided complete move management services during the past five years. Information should include: a. Name and address of project b. Names of management staff c. Name, address and phone number for Owner s Representative d. Type and size of project e. Services performed 4. Provide experience and background information on key individuals proposed for the project including the senior project manager and proposed project manager (the person who will be directly responsible for the move coordination) 5. Describe your firm s experience in and approach to: a. Maintaining a schedule. b. Coordinating with multiple stakeholder groups. 6. Describe previous litigation, mediation or arbitration pertaining to your move management services in which your firm has been involved with during the past five (5) years. 7. Indicate any project(s) where your firm has been terminated and the reasons for termination. 8. Has your firm or any of its owners, officers or partners ever been found liable in a civil suit, found guilty in a criminal action for making any false claim or material misrepresentation to any public agency or entity, or been convicted of a crime involving any federal, state or local law? 7

8 If YES, explain on a separate signed page, including identifying who was involved, the name of the public agency, the date of the investigation and the grounds for the finding. 9. Has your firm or any of its owners, officers or partners ever been convicted or a federal or state crime of fraud, theft, or any other act of dishonesty? 10. Respondents shall comply with CMS s MWSBE Program by making a good faith effort to utilize MWSBE firms. Describe how your firm will address the MWSBE objectives. This includes completing the forms in Section 7. The overall participation commitment is based upon all activities associated with the project including movers, printing, courier services, suppliers, and other services. 8

9 Section 6 - ACKNOWLEDGEMENT FORM The undersigned warrants that they are duly authorized to bind the Proposer. The undersigned acknowledges receipt of addenda: The undersigned agrees to be bound by and comply with the provisions of CMS s Minority, Women and Small Business Enterprise Program. I, the undersigned, certify and declare that I have read all the foregoing RFQ responses and know their contents. I declare under penalty of perjury under the laws of the State of North Carolina, that the foregoing is correct. All signatures to be sworn to before a Notary Public Signed Title Telephone Firm Name Address City State Zip Corporate Seal (requested, not required) SUBSCRIBED AND SWORN to before me this Day of 19 Notary Public Signature STATE OF COUNTY OF 9

10 Section 7 CMS MWSBE PROGRAM 10

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12 Section 8 PRICING INFORMATION CMS Move Management RFQ Hourly Rate Information MOVE MANAGEMENT STAFF Move Manager Senior Project Manager BILLING RATE REGULAR HOURS NUMBER OF PERSONNEL AVAILABLE % FEE ON MOVERS CHARGES Move Manager's Project Manager Move Manager's Asst. Project Manager Move Manager's Site Coordinator Proposed Fee % On Contracted Services NOTE: Hourly Rate to include all associated Labor, Tools, Equipment, Transportation, Taxes, Insurance, Overhead and Profit to provide personnel. Pricing shall be valid for two (2) years. 12