retro commissioning rfp barry es.3.16.18 - philasd.org · firms to provide professional retro...
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THE SCHOOL DISTRICT OF PHILADELPHIA OFFICE OF CAPITAL PROGRAMS 44O NORTH BROAD STREET, 3RD FLOOR
PHILADELPHIA, PENNSYLVANIA 19130-4015 TELEPHONE (215) 400-4730 / FAX (215) 400-4731
RequestforProposalProfessionalEngineeringServices
forRetroCommissioningat
CommodoreJohnBarryElementarySchool
1.0 SubjectTheSchoolDistrictofPhiladelphia’sOfficeofCapitalProgramsisrequestingproposalsfromqualifiedfirmstoprovideProfessionalRetroCommissioningServicesfortheCommodoreJohnBarryElementarySchool,locatedat5900RaceSt.,Philadelphia,Philadelphia,PA19139,andhasanenrollmentofapproximately644studentsingradesKthrough8.TheprojectconsistsofRetro-CommissioningtheMechanicalEquipmentandATCSystem.TheSchoolDistrictwasdesignatedadistressedschooldistrictonDecember21,2001pursuanttothePennsylvaniaPublicSchoolCode(PSC),24P.S.§6-691(c).TheSchoolReformCommission(SRC)hasbeenestablishedpursuanttoPSC,24P.S.§6-696,andisresponsiblefortheoperation,management,andeducationalprogramoftheSchoolDistrictpursuanttoPSC,24P.S.§6-696(e)(1).2.0 PlaceandDateofSubmissionOne(1)originalandthree(3)copieseachoftheTechnicalProposalandFeeProposalshallbesubmittedinseparatesealedenvelopesclearlymarked:“RetroCommissioningServicesforCommodoreJohnBarryElementarySchoolRFP–TECHNICALPROPOSAL”and“RetroCommissioningServicesRFPforCommodoreJohnBarryElementarySchool–FEEPROPOSAL”withthenameoftheproposingfirmandtheiraddress.Faxedandelectronicallytransmittedproposalswillnotbeaccepted.ResponsesmustbereceivednolaterthanTuesday,April24,2018at2:00PM.
Theproposalshallbeaddressedto:SchoolDistrictofPhiladelphiaOfficeofCapitalPrograms440NorthBroadStreet,Suite371,Office#3165Philadelphia,PA19130Attn:JerryThompson,ContractsManagerItisthesubmittingfirm’sresponsibilitytoensuretimelydeliveryoftheRFPatthedesignatedlocation.WestronglyurgethatproposalsbehanddeliveredtoavoiddeliverydelayswithintheSchoolDistrict’smailroom.Failuretomeetthisdeadline,unlessextendedbytheSchoolDistrict,willresultinimmediatedisqualification.TheSchoolDistrictreservestherighttoacceptRFPresponsesreceivedafterthisdateandtimeifitisdeterminedtobeinthebestinterestoftheSchoolDistricttodoso.3.0 Walk-ThroughAwalkthroughoftheprojectsiteforprospectiveproposersisscheduledforMondayApril9,2018at9:00AMatthefollowinglocation:
CommodoreJohnBarry
5900RaceSt.
Philadelphia,PA19139
Allproposersshallassembleattheentrancelobby.Eachfirmislimitedtoamaximumoffour(4)representatives.
4.0 QuestionsandCommunications
Allquestionsmustbesubmittedinwritingviae-mailtoGeraldC.Thompson,ContractsManager,[email protected]“Retro-CommissioningServicesatCommodoreJohnBarry”.Deadlineforallquestionswillbe2:00PMTuesday,April17,2018.TheSchoolDistrictwillnotbeboundbyanyoralcommunications.Allresponses,includingaddendatotheRFP,willbeprovidedforeveryinquiryandpostedontheSDPwebsitejustbelowtheadvertisementoftheRFP.FromthedateofreleaseoftheRFPtothedateofauthorizationofacontract,thereshallbenocommunicationconcerningtheRFPbetweenprospectiverespondentsand/ortheiragentsorstaffwithanySchoolDistrictstaff,exceptasprovidedintheRFP.CommunicationwithotherSchoolDistrict’sstaffisexpresslyprohibited.AnycommunicationinviolationofthisprovisionwillnotbebindingontheSchoolDistrictandshallbegroundsforimmediatedisqualification.
5.0 Schedule
MilestoneDates:RetroCommissioningServicesAward:Thursday,May17,2018.TargetedPre-functionalchecklist:Tuesday,June19,2018.TargetedFunctionalchecklist:Friday,June29,2018.Listofalldeficiencieswithinthemechanicalsystem:Friday,July13,2018.Recommendationsforrepairsandupdatesforproperoperationofthesystem:Friday,July27,2018.Balancing,BalancingReport,andre-inspectionoftherepairedmechanicalsystem:attheconclusionoftherepairprocess.6.0 Budget
ThecurrentestimatedRetroCommissioningServicescostisamaximumof$150,000.00
Thisinformationisprovidedsolelytogiveprospectiveproposersa“ballpark”estimateoftheCommissioningServicescostsanddurationofthisprojectanditissubjecttochangeasthedeignsisfinalizedandconstructabilityreviewsarecompleted.
7.0 ProjectScope
TheSchoolDistrictwillengagetheservicesoftheCommissioningAgent(CxA)toprovideprofessionalservicesandfieldoversightandcoordination,andbuildingRetro-CommissioningoftheexistingMechanicalandBuildingAutomationSystems.
TheselectedCxAwillutilizeaRetroCommissioningprogramtobeapprovedbySDP.Theselectedsoftwareprogrammustbecompatiblewiththeexistingsoftwareandshallbenon-proprietary.AllreportstotheSDPshallbeinPDF,WordDocument,Excel,orotheracceptableformat,asthetypeofreportdictates,sothattheSDPisnotrequiredtopurchaseorsubscribetotheselectedprojectmanagementsoftwareprogram.AllprojectfilesanddocumentswillbecomethepropertyoftheSchoolDistrictatprojectcompletion.
AsummaryoftheRetro-Commissioningrequiredonthisprojectisasfollows:
7.1 Retro-Commissioningincludes:7.1.1 Manageandfacilitatetheimplementationofallretrocommissioningprocesses
andguidelines.7.1.2 ConfirmallequipmentandfacilityinventoryinformationisinputintotheSDP
facilitiesinventorydatabase.7.1.3 CoordinatebetweenSDPstaffandcontractor(s)ormanufacturerfortraining
sessions.7.1.4 Attendmeeting(s)withownerandcontractors.
7.2 PostCompletionServicesinclude:
7.2.1 Provideadequate,dedicated,on-sitestaffingthroughfinalcompletiontoassuretimelycompletionofpunchlistandcorrectiveworkforfinalacceptance.
7.2.2 Preparepunchlistinconjunctionforcorrectionorcompletionofworkaftersubstantialcompletionforfinalcompletion.
7.2.3 Conductpunchlistreviewmeetingswiththeconstructioncontractorsatleastbi-weeklytomonitorschedulingandcompletionofpunchlistsandcorrectivework.
7.2.4 ConductpunchlistinspectionsandpreparereportsofremainingitemsforcompletionorcorrectionandsubmittoSDP.
7.2.5 Receiveandreviewas-builtdrawingsfromthecontractorsforaccuracyandtransmittotheSDP.
COMMISSIONING AGENT TASK
General Requirements. The Owner is committed to Retro-Commissioning this project to ensure that all systems arecompleteand functioningproperly, to theoriginaldesign intent,prior tomaterial completionandthatfacilitystaffhasadequatesystemdocumentationandtraining.The Commissioning process shall oversee and coordinate the traditionally separate functions ofequipment startup, system performance testing and balancing, control system calibration,constructionandsystemdocumentation,andtraining.SpecificrequirementsoftheCommissioningprocessandresponsibilities,duties,andobligationsoftheCommissioningAgent(CxA)teamaredescribedbelow.Toaccomplishthesetasks,theCxAshallberequiredtocoordinatehisorheractivitieswithotherentities.TheCommissioningprocessdoesnottakeawayfromorreducetheresponsibilityoftheprojectdesignersor installingcontractortoprovidea finishedand fully functioningproduct. It isnoted that the servicesof theDesignTeam,Contractor,andvarioussubcontractorsareNOTprovidedforunderthisScopeofWorkandtheCxAisnotresponsibleforprovidingtheirservices.TheprimaryroleoftheCxAshallbeto:1)Identifyallmechanicaldeficienciesthroughtestingeachcomponentineachoftheschool’ssystem;2)Restorationofthemechanicalsystemtoitsoriginaldesignintent;3)Recommendingpreventativemaintenanceprocedurestoprolongthemechanicalequipment life. This can be attained through the development, coordination and execution of aRetro-CommissioningPlan;observinganddocumentingthedesignintentoftheexistingmechanicalequipment and system testing to establish that equipment and systems are functioning inaccordancewiththerequirementsoftheoriginaldesignintentpertheContractDocuments;andtoassist theOwner, EndUser, and SDPMaintenance Personnel in developing correct and completedocumentationoftheaforementionedprimaryroleofthiseffort.TheCxAwillnotberesponsiblefordesignconcept,designcriteria,compliancewithcodes,design,orgeneralconstructionscheduling,cost estimating, construction management, or construction supervision. The CxA may assist theDesignGroupintheOfficeofCapitalProgramswithdesignissues,problemsolving,orthecorrectionofconstructionnon-conformanceordeficiencies,butultimateresponsibilityformeetingtheprojectobjectivesandrequirementsresideswiththecontractedRetroCommissioningTeamlistedbelow.
Systems to Retro-Commission. ThespecificsystemsthatshallbeRetro-Commissionedincludebutarenotlimitedto:
• MechanicalSystems
o Thermometers&gaugeso VibrationIsolationo SteamCondensationSystemo ComputerroomHVACsystemso ChemicalWaterTreatmentSystemso Chillerso CoolingTowerso CondenserWaterSystemo AirTerminalUnitSystems,VAV,PIU,AHU,etc.o Humidifiersandcontrolso DuctSilencerso Damperso VariableFrequencyDrives&Motorso AirDistributionSystemso ExhaustAirSystemso Buildingautomationsystems,includingcontrolleddevices,sensors,controlloops,
andlogico TestandBalanceverificationo Refrigerationequipmentandcontrolso ChilledWaterSystem
• HVACControlso ComponentFPTandCalibrationo Controlairsupplyo Airterminalunits(non-lab)o Sequencecontrolstoinclude:
1. AUU,100%OSA2. EAHU,HVACequipment3. AHU,H&V4. Exhaustairfans5. Differentialbypassvalue6. Airterminalunits,CV7. Airterminalunits,VAV/CV8. Airterminalunits,VAV9. Heatexchanger10. Variablespeedpumps11. Cabinetunitheaters12. Condenserwatersystem13. humidifiers14. Waterheaters15. Heatingcoils/radianthoods16. Condenserwaterfilters17. Steamgenerator
o Graphicdisplayo Trendlogso Statusreviewscreens,checksandalarmingo Networkcommunication
TheCxAshallalsoinspectexistingfaceandbypassdampersandshallprovideinputandcorrectiveactions,whererequired,fortheexistingcontrolsystematendequipment
Design Intent Review Phase
TheCxAshallassistindocumentingtheproject’srequirements,theOwner’sdesignintent,andtheoriginalbasisofdesignandrationaleforaccomplishingtheserequirements.TheCxAshallcompletethefollowingtasks:
• Review Owner’s Project Requirements (OPR) documentation for familiarization of SOWintent.
• ReviewBasisofDesign(BOD)documenttoensureconsistencywithOPR• DeveloppreliminaryCxplanandprovidedesignteamwithadraft.• Developatargetedpre-functionaltestingchecklist.• IncorporateCxspecificationsintoSDPPMProcedures.• Createcommissioningdeficiencies/issueslogtobeupdatedthroughoutCx• CompletechecklistverifyingthatCxAhasreceivedlatestversionofdesigndocuments
TheCxA,withcooperationfromtheSDPDesignGroupinCapitalPrograms,shallprovideadequatewritten OPR, Basis of Design, and full sequences of operations, complete with points lists andcontrolschematics,forallequipmentandsystemsforinclusionintheSDPO&MmanualsandfortheCxAtouseinwritingfunctionaltests.
Occupancy and Warranty Phase The Retro Commissioning at this period of post occupancy is intended to assist the Owner andfacilityoperatingstaffinidentifyinganydefectsintheinstalledequipmentorsystemoperation.TheCxAshallcompletethefollowingtasksduringthewarrantyphase:
• CompletefinalCxissueslogthatincludesresolvedandunresolvedissues• Addressconcernswithoperatingfacilityandstaff• TheCxAshouldverifytheinstallationandperformanceofallcommissionedsystemsnolater
than10monthsaftermaterialcompletionoftheproject• Completefinalcommissioningreport• Assist owner with a 12-month measurement and verification of energy performance
(optional)• Coordinateorwitnessdeferredandseasonaltestingandbalancing
Test Equipment Theinstallingcontractorsshallprovidealltoolsortheuseoftoolsrequiredtostart,checkout,andfunctionally test equipment and systems, except for specified testingwith supplemental portabledataloggers,whichshallbesuppliedandinstalledbytheCxA.To expedite air-water balance testing, and tominimize additional cost to the contractor, the CxAshall verify the Test and Balance (TAB) contractor’s air-water balance values by witnessing thetesting and verifying the results while on site. All testing shall be performed after school hours,weekendsorduringsummer/winterrecesssessions.Data loggingequipment,monitoringdevices, specializedequipment,andsoftwarenot required tobe provided by the installing contractor in the Contract Documents, and provided by the CxA tomonitor,confirm,orverifythecontractor’stestingprocedures,shallremainthepropertyoftheCxA.Equipment provided shall meet the minimum accuracy, calibration, and performance standardsrequiredbytheperformancetest.
8.0 ProposalRequirements
Technicalproposalsshallprovidethefollowingrequiredinformation.Technicalproposalsshallprovideacomprehensive,butconcisesummaryofqualificationandcapabilitiestosatisfytherequirementsoftheRFP.
Adheretothefollowingorganizationintheproposalbyprovidingtabsforsectionslistedbelowasnoted.
Notabsrequiredforintroductionsection.
• CoverLetter:ProvideacoverletterthatreferencestheRFPandconfirmsthatallelementsoftheRFPhavebeenreadandunderstood.Thecoverlettershallbesignedbyanindividualauthorizedtocontractuallybindtheproposer.
• TableofContents• Verifyairandwaterflow• Verifyallsensorsandensureproperoperation.• Createacustomized/targetedpre-functionalandfunctionaltestchecklist.• Identifymechanicalandelectro-mechanicalcomponentsandequipmentrequiringreplacement
tomeettheoriginalmechanicalsystem(s)designintent.
Tab1–CMProjectExperience
Provideinformationfornomorethanthree(3)projectssimilarinsizeandscopeperformedfortheSDP,othereducationalinstitutions,orrelatedexperiencethathavebeencompletedwithinthelastfive(5)yearsandinclude:
A. Aprojectdescriptioninsummaryformshowingkeydataforeachprojectsubmitted.
B. Anarrativeprojectdescriptionandincludetheprocessesthatwereusedto:a. Addressandincorporatetargetedfunctionaltestingcheckliststhatwereused.b. Explainhowissueswereaddressedandusedtoreviseorcorrectdesigndeficienciesand
restorethesystemperformancetoitsoptimalstate.C. Anarrativeforthedeliverymethodandincludeinformationthatdemonstratesthefirm’sability
toeffectivelydeliverprojectsontime.D. Providereferenceandcontactinformationfortheprojectowner,theirrolesandresponsibilities,
andeverydayinteractionwithyourprojectteam.
Tab2–ProjectOrganization,PersonnelExperience,andQualifications
Provideinformationfortheorganizationoftheprojectstaffthatwillbeusedtosuccessfullydeliverthisproject.Definethekeypersonnelofeachteamcomponentandhowtheteamwillbemanaged,thedecision-makingabilityintheprocess,andthequalificationsofthekeypersonnel.Ataminimum,includethefollowing:
A. ProjectOrganization–Provideanorganizationchartthedefinestheprojectmanagementandstaffplan,keypersonnel,forthepreconstruction,construction,andpost-constructionportionsoftheprojectandinclude:
a. Anarrativeofhowthestaffwillfunctionduringeachoftherespectivephasesandpersonnelchangeforeachofthephases.
b. Eachpositionwithintheprojectorganizationandtheroleandresponsibilitiesoftheindividuals.
c. Theindividualteammembers/positionwithintheorganizationthatwillbeontheprojectfortheentiredurationofthedeliveryorwhetheraspecificpositionwillnotberequiredfortheentireprojectdelivery.
B. PersonnelExperience–Eachproposershallsubmitresumesdemonstratingthequalificationsofthekeypersonneldefinedontheorganizationchartforthisproject.Keypersonnelaredefinedas,butnotlimitedtothefollowing:ConstructionProjectManager,AssistantConstructionProjectManager,SafetyPlanComplianceOfficer,ProjectAdministrator/ClerkoftheWorks,ProjectEngineer,Inspector,CPMScheduler,CostEstimator,andCommissioningSpecialist.Resumesshallincludebutnotlimitedto:
a. Experienceonprojectsofsimilarsize,scope,complexity,andbudget.b. Professionalcertificationsandtechnicalexpertise.c. Indicatewhetherthekeypersonnelhaveworkedtogetheronpreviousprojectsandlist
thatprojectinformationincludingownercontactinformation.d. Three(3)referencesforallkeypersonnelincludingcurrenttelephonenumbersfor
personswithwhomtheyhavehadprofessionaldealingswithinthelastthreeyears.C. In-houseCapabilities–Identifythosespecialtieswithinthecompanyanddescribehowtheymay
beimplementedonthisproject.
Tab3–StaffingLevels
Staffinglevelsassignedtotheprojectwillbescoredbasedontotalhoursandtheappropriatenessoftheclassificationsandquantityofhoursforeachclassification.
A. Submitatableshowingtheplannedstaffingduringthepreconstructionphase.Thetableshalllistallindividualsassignedtoperformworkdirectlyontheprojectandindicatename,jobclassification,existingemployeesoremployeestobehired,ornon-employees(independentconsultants),thehourseachindividualisassignedtotheprojectduringthepreconstructionphase,andthetotalofallhoursplannedtobeexpendedduringthepreconstructionphase.
B. Submitatableshowingtheplannedstaffingduringtheconstructionphase.Thetableshalllistallindividualsassignedtoperformworkdirectlyontheprojectandindicatename,jobclassification,existingemployeesoremployeestobehired,ornon-employees(independentconsultants),thehourseachindividualisassignedtotheprojectduringthepreconstructionphase,andthetotalofallhoursplannedtobeexpendedduringtheconstructionphase.
C. Submitatableshowingtheplannedstaffingduringthepost-constructionphase.Thetableshalllistallindividualsassignedtoperformworkdirectlyontheprojectandindicatename,jobclassification,existingemployeesoremployeestobehired,ornon-employees(independentconsultants),thehourseachindividualisassignedtotheprojectduringthepreconstructionphase,andthetotalofallhoursplannedtobeexpendedduringthepost-constructionphase.
D. Submitaspartofthefeeproposal,expandedsectionsofthetablescreatedaboveinitemsA,B,andCtoincludethehourlyratesforthestaffinglevelsidentifiedincludingthetotalcostforeachstaffmemberandbottomlinetotalcostforallstaffidentifiedinthetablesforpreconstruction,construction,andpost-constructionphases.
Tab4–ProjectApproach
Provideyourapproachandworkplanfortheproject.IndicateaclearunderstandingoftheobjectivesoftheservicestobeprovidedbytheCxAandincludeataminimum:
Tab5–ProjectScheduleandPlan
ProposalshallincludeasummarylevelscheduleillustratinghowCommissioningAgentintendstomanagetheproject.Utilizingthemilestonesprovidedabove,provideascheduleandnarrativeforthepreconstructionphaseandconstructionphaseservicesandincludeataminimumthefollowing:
A. CPMschedulethatintegratescriticaldesignandSDPOperationactivity.B. IllustrateanunderstandingoftheSDPprocesses,requiredprojectapprovals,anddurationfor
designreviews.
TheprojectscheduleandplanisintendedtoshowtheCMunderstandstheoverallprocessandsequencingofactivitiesstartingwithpreconstructionthroughtheendofconstruction.
Tab6–M/WBEParticipation
TheMBE/WBEParticipationGoalforthisprojectis15-20%.SeeAttachmentC-ANTI-DISCRIMINATIONPOLICYforexactrequirements.PrimeproposersmustsignAttachmentC.ProposersmustcompleteandsignAttachment“D”,MBE/WBEParticipationPlan.Proposersshallidentifythespecificfirmsthatmakeupitscommitmenttothepercentagegoalsstated.DonotputTBD(tobedetermined)forM/WBEparticipationgoals.Goalsarescoredbythe%providedinAttachment“D”,M/WBEParticipationPlanofyourProposal.
Tab7–ProofofCurrentInsuranceCoverages
ThefirmshallprovideaCertificate(s)ofInsurancereflectingcurrentinsurancecoverageofthefirmforthefollowing:
A. Workers’CompensationandEmployees’LiabilityInsuranceB. CommercialGeneralLiabilityInsuranceC. AutomobileLiabilityInsuranceD. ProfessionalLiabilityInsuranceE. ExcessUmbrellaInsurance
Successfulproposer(s)mustprovideevidenceofcurrentinsurancecoveragepriortotheexecutionoftheContractforProfessionalConstructionManagerServices.TheamountsandtypesofsuchinsurancecoverageareindicatedintheProfessionalConstructionManagementServicesContract(seeattachmentF).
Tab8–GoodStandingorSubsistenceCertificate
Allfirmsmustsubmitacopyoftheirfirm’sGoodStandingorSubsistenceCertificateissuedbythePennsylvaniaDepartmentofState,CorporationBureau.YoucancontracttheCorporationBureauat(717)787-1057oryoucangoonlineandordertheCertificate.Youmayhavetoregisteryourcompanybeforeordering.
Tab9–CompletedExecutedAttachments
TheRFPproposingfirmshallcompleteattachmentsasfollows:
1. AttachmentA–DisclosureofOwnership2. AttachmentB–EqualOpportunity3. AttachmentC–Anti-DiscriminationPolicy
Theproposershallnotdiscriminateinemploymentandshallabidebyallanti-discriminationlaws.
4. AttachmentD–MBE/WBEParticipationPlanTheproposershallensurethatminority-ownedbusinesses(MBE’s)andwoman-ownedbusinesses(WBE’s)havethemaximumopportunitytoparticipateintheperformanceofthisengagementandshallmakeagood-faithefforttoachievethegoals.
5. AttachmentF–AcceptanceofTermsandConditionsoftheContractIntheeventthatthefirmdoesnotprovidesignedandsealedAttachmentG,theSDPwilldeemthefirm’sproposalnon-responsivetotheRFP.
6. AttachmentG–CityofPhiladelphiaTaxCompliantCertificateTheSchoolDistrictwillnotenterintoacontractwithafirm,business,orotherlegalentitythathasnotsubmittedacopyofits“CertificateofTaxClearance”withtheCityofPhiladelphiatotheSchoolDistrict.SeetheattachmentfortheCityofPhiladelphiawebsitetoobtainthecertificateandtheCityofPhiladelphiaDepartmentofRevenueTaxClearanceUnitphonenumber.
Tab10–AcknowledgementofReceiptofAddenda(ifany)
Thefirmwillacknowledgeandlistthenumberofaddendareceived.
Tab11–Company’sFinancialStatements
Theproposingfirmmustprovideacopyofthemostcurrentfinancialstatement.Auditedfinancialstatementsarepreferred.Ifnotavailable,providereviewedfinancialstatementsorcompilation.
9.0 FeeProposalATTACHMENT“H”
FirmsrespondingtotheRFPshallcompleteandreturnaseparatefeeproposalinaseparatesealedenvelopeatthesametimeastheirtechnicalproposalshowever,theproposer’sfeeproposalwillnotbeopenedunlessanduntilthatfirmhasbeenselectedforfeenegotiation.SeeAttachmentH.
Thefeeproposalshallmeetthefollowingrequirements:
9.1 BaseServices9.1.1 StaffingPlan
Note:FeeproposalsshallfollowthesameformatasthepersonneltablelistedinAttachment“H”,Pages1and2ofthisproposal.Thehourlyratesmustbefully-loaded(includingbenefits,overhead,andprofit),all-inclusivewageratesforallpositionsincludedinTheBaseServicesStaffingPlan.Thesehourlyrateswillalsobeusedforalladditionalservices.Onlyonehourlyrateforthedurationofthecontractforeachpositionwillbeaccepted.
9.1.2 StaffingTheSDPhasidentifiedthefollowingpositions/functionsitbelievesareneededtoprovidealltherequiredservicesoverthecourseoftheproject,butitistheresponsibilityoftheproposertodeterminethestaffingrequirementsanddistributionofresponsibilitiesamongprojectpersonneltoprovidealltherequiredservicesoverthedurationoftheproject:
9.1.2.1 CommissioningEngineeringProfessional9.1.2.2 ControlsSpecialist9.1.2.3 Test&BalanceSpecialist9.1.2.4 ProjectAdministrator9.1.2.5 CommissioningSpecialist9.1.2.6 PeerReviewEngineer/Specialist
9.1.3 On-SiteStaffingLevelsTheSDPexpectsthatadequate,dedicated,on-sitestaffingwillbemaintainedfromthestartofconstructionthroughfinalcompletiontoassuretimelycompletionoftheprojectincludingpunchlistandcorrectiveworkforfinalacceptance.
9.1.4 SupportServicesHomeofficemanagementandsupportservicesaredeemedtobeoverheadcostsandwillnotbeseparatelycompensated.
9.1.5 ReimbursableExpensesTheonlyreimbursementsthatwillbepaidtotheconsultantsshallbeforactualcostofincidentalmaterialsandservicesauthorizedbytheSchoolDistrict.Thiswouldincludereproductionofbiddingdocumentsandspecialpresentationdocumentsrequiredforpublicmeetings.NormalprintingofdocumentsforSDPapprovalsorconsultant’suse,travelexpenses,andmealsshallnotbereimbursable.
9.2 AdditionalServicesCostforadditionalserviceswillbebasedonsubmittedhourlyratesforbaseservices.
9.3 CompensationandPaymentTheSDPintendstoenterintoalumpsumcontractforallrequiredserviceswiththeselectedfirm.Thatlumpsumwillnotbeadjustedfordelaystosubstantialcompletionofninety(90)
daysorless.Forpurposesofthisrequirement,substantialcompletionmeanscompletionofallareaorphasessothattheyaresuitableforfulloperationasintended,withonlyminorpunchlistsremaininguncompleted.Delaystosubstantialcompletionwillnotincreasethecompensationforpost-constructionphaseservices.Thepercentageofthetotalfeetobepaidmonthlyforcompletionofeachphase(preconstruction,construction,post-construction,andwarrantyinspection)shallbebasedonthepercentageofestimatedman-hourstobeexpendedduringthatphase.
10.0 EvaluationCriteria
TheselectioncommitteewillreviewallRFPsubmittalsandassignatechnicalscorebasedontheevaluationcriterialandtheweightingforeachsectiondescribed.
11.0 SelectionProcedure
TheSDPisfollowingatwo-stagequalifications-based-selection(QBS)processforthissolicitation(sometimesreferredtoastheBrooksActprocess).TheSchoolDistrictmayatanytimeterminatetheRFPprocessprovidedforhereinforanyreasonornoreasoninthesolediscretionoftheSchoolDistrict.ThereceiptofproposalsorotherdocumentsbyproposersduringanystateoftheRFPprocesswillinnowayobligatetheSchoolDistricttoenterintoanyagreementwithanyproposerormaketheSchoolDistrictliableforanyproposercosts.
Stage1:
Step1:Technicalproposalsoffirmswillbeevaluatedbytheselectioncommitteeandrankedonthebasisoftheirtechnicalqualificationsandsuitabilityforthisassignment.
Step2:Alimitednumberoffirms(tobedeterminedbytheSDP)withthehighestratedtechnicalproposalswillbeinvitedtointerviewsandoralpresentationswiththeselectioncommittee.
Stage2:
Inthesecondstage,thefeeproposalofthehighestratedfirmwillbeopenedandtheSDPwillenterintofeenegotiations.(Feeproposalsfortheotherfirmswillnotbeopeneduntilsuchtimeasthefirminquestionhasbeenselectedforfeenegotiation.)
IftheSDPcannotreachanagreementonfeewiththatfirm,negotiationswiththatfirmshallbeterminated.Thefeeproposalofthenexthighestratedfirmwillbeopenedandfeenegotiationswiththatfirmcommenced.
TheprocesswillberepeatedasnecessaryuntilagreementisreachedortheSDPelectstoterminatethissolicitation.
Eachtechnicalproposalwillbereviewedbyaselectioncommitteetodetermineresponsiveness.Proposalsdeemednon-responsivewillberejectedwithoutevaluation.TheSDPreservestherighttorejectanyorallproposalswhensuchrejectionisinthebestinterestoftheSDP.AresponsibleproposaliscompleteandaddressesallrequirementsoftheRFP.TheSDPreservestherighttowaiveanyinformalitiesandtechnicalitiesintheRFPprocessoranynon-materialdefectsinproposals.
Ifforanyreasonwhatsoever,theSDPrejectstheproposer’sproposal,theproposeragreesthatitwillnotseektorecoverlostprofitsonworknotperformednorwillitseektorecoveritsproposalpreparationcosts.Bysubmittingitsproposal,theproposerexpresslystatesthatitintendstobelegallyboundandacceptsthelimitationofremediessetforthinthisparagraph.Bysubmittingitsproposal,theproposerfurtherexpresslystatesthatshoulditfile,initiate,orpersuadeanothertofile,initiateorinanyothermannerpursueorencourageanylawsuitorthatsuchfiling,initiating,orotherpursuitconstitutesabreachofitsagreementwiththeSDPandthatitwillbeliablefordamagesincurredbytheSDParisingfromthebreachofthisagreementincluding,butnotlimitedto,theSDP’sattorneys’feesandcostsofdefendingsuchaction.
TheSchoolDistrictmayatanytimeterminatetheRFPprocessprovidedforhereinforanyreasonornoreasoninthesolediscretionoftheSchoolDistrict.ThereceiptofproposalsorotherdocumentsbyproposersduringanystateoftheRFPprocesswillinnowayobligatetheSchoolDistricttoenterintoanyagreementwithanyproposerormaketheSchoolDistrictliableforanyproposercosts.TheSchoolDistrictmayaltertheseananyotherproceduresasitdeemsnecessaryandappropriate.TheSchoolDistrictwillevaluateallproposalsbasedonanumberoffactorstodeterminewhatisinthebestinterestsoftheSchoolDistrict.
Iftheselectedfirm(s)areapprovedbytheSchoolReformCommission,theSDPwillnotifythesuccessfulproposer(s)oftheawardandprepareanddistributethenecessarydocumentsforexecution.Theunsuccessfulproposerswillbenotifiedbyletteraftertheawardingofthecontract.
12.0 AttachmentstotheProposalA–DisclosureofOwnershipforProfessionalandConsultingServices(tobesubmittedforeachmemberofthefirmfortheteambeingproposed)B–EqualOpportunityNon-DiscriminationNoticeC–Anti-DiscriminationPolicyD–M/W/BEParticipationPlanE–WebsiteDirectionstoaSampleCopyoftheContractDocumentF–AcceptanceofContractTermsandConditionsG–CertificateofTaxClearance,CityofPhiladelphia
ATTACHMENT“A”
DISCLOSUREOFOWNERSHIPFORPROFESSIONALANDCONSULTINGSERVICES
Allbusinessessubmittingproposalsarerequiredtocompletetheappropriateportionofthisform.Ifmorespaceisneededattachadditionalpages.Insubmittingitsproposal,ofwhichthisDisclosureofOwnershipformisapart,thebusinesscertifiesthattheinformationsubmittedinthisDisclosureofOwnershipformiscorrectasofthedateofthesubmittaloftheproposal.1.Ifthebusinessisacorporation,checkhere____andcompletethefollowing:IfthesharesoftheCorporationarenotlistedontheNewYorkStockExchangeoranyregionalexchange,listthenamesofeachpersonwhopossesseseithernormalorbeneficialownershipof5%ormoreoftheCorporation'sstock(listedbelow).Ifnone,typeorprint"none"inspacebelow.IstheCorporationlistedontheNewYorkStockExchange?__yes____noIftheCorporationislistedonanexchangeotherthantheNYSE,listthenameoftheexchange_________________Name %Interest2.Ifthebusinessisapartnership,checkhere____andcompletethefollowing:Thenameofeachgeneral,limitedorindividualpartnerentitledtoreceive5%ormoreoftheprofitderivedfrompartnershipactivities(listbelow).Ifnone,typeorprint"none"inspacebelow.Name %Interest3.Ifthebusinessisasoleproprietorship,checkhere____andcompletethefollowing:Thenameofeachpersonotherthantheownerentitledtoreceive5%ormoreoftheprofitsderivedfromtheactivitiesofthebusiness(listbelow).Ifnone,typeorprint"none"inspacebelow.Name %InterestThisformiscompletedandcertifiedasaccurateby:Signature:____________________________________________Title:_________________________________________________Date:___________________________________________________
ATTACHMENT“B”
EQUALOPPORTUNITYNON-DISCRIMINATIONINHIRING
NON-DISCRIMINATIONINCONTRACTING
NOTICE
1)ThesuccessfulProposershallnotdiscriminatenorpermitdiscriminationagainstanypersonbecauseofrace,color,religion,age,nationalorigin,ancestry,creed,handicap,sexualorientation,unionmembership,disabledorVietnameraveteranstatus,intheperformanceofthecontractincludingbutnotlimitedto,preparation,manufacturer,fabrication,installation,erectionanddeliveryofallsuppliesandequipment.IntheeventofreceiptofsuchevidenceofsuchdiscriminationbythesuccessfulProposeroritsagents,employeesorrepresentatives,SDPshallhavetherighttoterminatetheContract.IntheeventofthecontinuedrefusalonthepartoftheProposertocomplywiththisanti-discriminationprovision,theProposermayberemovedfromthelistofapprovedbiddersofSDP2)ThesuccessfulProposeragreestoincludesubparagraph(1)abovewithappropriateadjustmentsfortheidentityofthepartiesinallsubcontracts,whichareenteredintoforworktobeperformedpursuanttotheContract._________________________(seal)(TradeNameofFirm)_________________________(seal)(SignatureofOwnerorPartner)_________________________(Date)
ATTACHMENT“C”
ANTI-DISCRIMINATIONPOLICYofthe
SCHOOLDISTRICTOFPHILADELPHIAADOPTEDNOVEMBER14,2007
SECTION1.THEPOLICYItisthepolicyoftheSchoolDistrictofPhiladelphia(the"District")actingthroughandbytheSchoolReformCommission(the"SRC")toensureequalopportunityinallcontractsletbytheDistrict(the"Contracts").Inlightofthispolicy,theDistricthasadoptedthisAnti-discriminationPolicy(the"Policy")whichisapplicabletoallContracts,includingbutnotlimitedto,Contractsforthedesign,development,construction,operationandmaintenanceofschoolbuildingsandotherbuildingsandstructuresowned,leasedorusedbytheDistrictoritscontractors,assignees,lesseesandlicensees(the"Facilities");ContractsforprofessionalservicesandContractsforthepurchaseofgoods,services,suppliesandequipmentfortheDistrictandtheFacilities.TheobjectiveofthePolicyisthepromotionofprimecontractandsubcontractopportunitiesforminorityandwoman-ownedbusinessenterprises("M/W/BEs")thatareapprovedbytheDistrictorthatarecertifiedbytheMinorityBusinessEnterpriseCounciloftheCityofPhiladelphia,SoutheasternPennsylvaniaTransportationAuthorityoranyothercertifyingagencydesignatedbytheDistrictinitsdiscretion.ThefundamentalrequirementofthePolicyisthatallcontractors,vendorsandconsultantsthatcontractwiththeDistrict(the"Contractors"),satisfytheDistrictthattheywill:(1)notdiscriminateagainstanypersoninregardtorace,color,religion,age,nationalorigin,sex,ancestry,handicapordisability;and(ii)provideafullandfairopportunityfortheparticipationofM/W/BEsinContracts.ContractorsmustdemonstratethattheparticipationofM/W/BEsis"meaningfulandsubstantial"inallphasesofaContractundercriteriaadoptedbytheDistrict."Meaningfulandsubstantial"shallbeinterpretedbytheDistrictasmeaningtherangeofparticipationthatreflectstheavailabilityofbonafideM/W/BEsinthePhiladelphiaMetropolitanStatisticalArea.ParticipationshallbemeasuredintermsoftheactualdollarsreceivedbyM/W/BEs.AsusedinthisPolicy,theword"Contractors"includesanyperson,firm,partnership,non-profitcorporation,for-profitcorporation,LimitedLiabilityCompanyorotherlegalentitythatcontractswiththeDistrict.Forpurposesofthispolicy,"minorityperson"referstothefollowing:AfricanAmericanorBlack(personshavingoriginsinanyoftheBlackracialgroupsofAfrica);HispanicAmerican(personsofMexican,PuertoRican,Cuban,Dominican,CentralorSouthAmerican,orotherSpanishorPortuguesecultureororiginregardlessofrace);AsianAmerican(personshavingoriginsfromJapan,China,Taiwan,Korea,Burma(Myanmar),Vietnam,Laos,Cambodia(Kampuchea),Thailand,Malaysia,Indonesia,thePhilippines,Brunei,Samoa,Guam,theU.S.TrustTerritoriesofthePacificIslands(RepublicofPalau),theCommonwealthoftheNorthernMarianasIslands,Macao,Fiji,Tonga,Kiribati,Juvalu,Nauru,FederatedStatesofMicronesia,HongKong,India,Pakistan,Bangladesh,Bhutan,theMaldivesIslands,NepalorSriLanka);andNativeAmericans(whichincludespersonswhoareAmericanIndians,Eskimos,AleutsorNativeHawaiians).
SECTION2.PROCEDURESFORIMPLEMENTATION1. ArticulationofthePolicy.StaffingandReporting
TheOfficeofGeneralCounselandOfficeofSmallBusinessDevelopmentwilldeveloplanguagetobeincludedinbidsolicitationsandrequestsforproposalsthatclearlysetsforththeobjectiveofthePolicy(the"SolicitationLanguage").DistrictemployeesshallincludetheSolicitationLanguageinallbids,publicsolicitations,requestsforproposalsandallcommunicationstopotentialContractors,includingthosewhowishtoprovideprofessionalservicestotheDistrict.ThePolicyshallbearticulatedtothepublicingeneral,andtoeachContractor,assignee,lesseeorlicenseedoingorseekingtodobusinesswiththeDistrict.TheDistrictmayemployadditionalstafforcontractwithotherpublicorprivateentitiestoassistintheimplementationofthePolicy.SBDshallprovidetheSRCwithannualreportsonthelevelofM/W/BEparticipationinallcontractingactivities.
2. PromotionofM/W/BEsTheDistrictrecognizestheimportanceofhavingmeaningfulandsubstantialM/W/BEparticipationinallContracts.Tothatend,theDistrictwilltakestepstoensurethatM/W/BEsareaffordedafairandequalopportunitytoparticipate.Thosestepsmayincludebutarenotlimitedto:(i)makingpubliccontractingopportunities;(ii)advertisinginnewspapersandperiodicalspublishedbycommunity-basedorganizationsandM/W/BEs;and(iii)designingbidpackagesinsuchawayastopromoteratherthandiscourageM/W/BEparticipation.
3. ContractingRequirementsa. Bids,RequestforProposals,andPublicSolicitations
Priortothedisseminationofanybid,requestforproposalsorpublicsolicitation(the"Solicitation"),theapplicablecontractingdepartmentoftheDistrictshallsubmitproposedrangesofM/W/BEparticipationintheareatobebid(the"ParticipationRange")toSBDforapproval.TheParticipationRange,asapprovedbySBD,shallbeincludedineachSolicitationand,ifapplicable,theSolicitationshallincludethenamesandaddressesofbonafideM/W/BEsthatareavailableforcontractingorjoint-ventureopportunities.Eachbidderorrespondentshallberequiredtosubmit:(i)aplanwithitsbidorproposalthatmeetstheParticipationRangesetforthintheSolicitationandliststhenames,addresses,dollaramountsandscopeofworktobeperformedbyM/W/BEs(the"ParticipationPlan");or(ii)briefnarrativeexplainingitsreasonsfornotsubmittingaPlanthatmeetstheParticipationRangesetforthintheSolicitation.SubmissionoftheParticipationPlanisanelementofresponsiveness.FailuretosubmitacompletedParticipationPlanoranarrativeexplainingthereasonsthattheParticipationRangescouldnotbemetmayresultintherejectionofabidorproposal.IftheParticipationRangeinabidorproposalmeetsorexceedstheleveldeterminedbytheDistricttobemeaningfulandsubstantial,thereshallbeapresumptionofcompliancewiththePolicy.If,however,theproposedParticipationRangefallsbelowtheleveldeterminedbytheDistricttobemeaningfulandsubstantial,thebidderorrespondentmustprovetothesatisfactionoftheDistrictthatitdidnotdiscriminateinthesolicitationofpotentialsubcontractorsand/orjointventurepartners.
b. ContractsforProfessionalServicesContractsforprofessionalservicesthatarenotthesubjectofaSolicitationmustalsoincludeapprovalParticipationPlans.IfaproposedContractforprofessionalservicesissubjecttotheapprovaloftheLimitedContractsAuthorityCommitteeoftheDistrict(the"LCA"),theapplicablecontracting
departmentshallsubmitaproposedParticipationPlanforthewrittenapprovalofSBDpriortothesubmissionoftheContracttotheLCA.IninstanceswhereproposedContractforprofessionalservicesmustbeapprovedbyaResolutionadoptedbytheSRC,SBD'sapprovaloftheParticipationPlanshallbeincorporatedintotheon-lineresolutionprocesspriortothesubmissionofResolutiontotheSRC.
4. Sanctions
TheParticipationPlanshallbeapartofeachContractbetweentheDistrictandaContractorandshallbeenforceableasanyothercontractualtermorcondition.SanctionsforbreachofaParticipationPlanmayincludesuspension,cancellationoftheContractand/ordisbarmentfromfuturecontractingopportunitieswiththeDistrict.
EQUALOPPORTUNITYA.EQUALOPPORTUNITYTheSchoolDistrictofPhiladelphia(the“SchoolDistrict”)isanEqualOpportunityEmployeranddemandsnolessofthecompanieswithwhichitdoesbusiness.TheSchoolDistrictwillnotdobusinesswithcompaniesorpersonswhounlawfullydiscriminateonthebasisofrace,color,nationalorigin,sex,creed,disability,oranyotherimpermissiblegroundintheirhiring,promotion,subcontractingorprocurementpractices.BysubmittinganyproposaltocontractorenteringintoanycontractwiththeSchoolDistrict,theRespondent(the"Respondent")representsandcertifiesthatRespondentisanEqualOpportunityEmployer;andconductsbusinessaffairswithoutimproperregardtorace,color,nationalorigin,sex,creed,ordisability,andhasnotbeendebarred,suspended,ordeclaredineligibletocontractbyanypublicorprivateagencyorentitybecauseoftheRespondent’sdiscriminatorypractices.IftheRespondenthasbeendebarredorsuspended,Respondentmustsubmitastatementwiththebididentifyingthedebarringorsuspendingentityandgivingthedatethatthedebarmentorsuspensionwasorisscheduledtobelifted.AllcertificationscontainedinaRespondent'sproposalarematerialrepresentationsoffactuponwhichreliancewillbeplacediftheSchoolDistrictawardsacontractpursuanttothisRequestforProposals.IfitislaterdiscoveredordeterminedthattheRespondentknowinglyrenderedanerroneouscertification,thentheSchoolDistrictmaypursueavailableremedies,includingterminationofthecontract.B.NON-DISCRIMINATION
1. Non-DiscriminationinHiring
TheRespondentagreesthatitwillcomplywithprovisionsofthePhiladelphiaFairPracticesOrdinanceadministeredbytheHumanRelationsCommissionoftheCityofPhiladelphia,thePennsylvaniaHumanRelationsAct.No.222,October27,1955,asamended,43P.S.Section951etseq;Title7oftheCivilRightsActof1964,42U.S.C.Section2000etseq.,andallpertinentregulationsadoptedpursuanttotheforegoinginprovidingequalemploymentopportunitiesinconnectionwithallworkperformedbyitpursuanttoanycontractawardedtoRespondent,(the"Contract").TheRespondentthereforeagrees:
(a) Thatitwillnotdiscriminatenorpermitdiscriminationbyitsagents,servantsoremployeesagainstanyemployeeorapplicantforemploymentwithregardtohiring,tenureoremployment,promotion,oranyotherterms,conditionsorprivilegesofemploymentbecauseofrace,color,sex,religion,age,nationalorigin,sex,ancestry,handicapordisabilityandwillmoveaggressivelyasishereinaftersetforthtopreventsame.(i) Inallpublicationsoradvertisementsforemployeestoworkatthejobsitecoveredby
theContractplacedbyoronbehalfoftheRespondent,theRespondentwillstatethatallqualifiedapplicantswillreceiveconsiderationforemploymentwithoutregardtorace,color,religion,age,nationalorigin,sex,ancestry,handicapordisability.
(ii) TheRespondentwillnotifyeachlaborunionorworkers'representativefromwhomitseeksworkersoftheRespondent'scommitmentassetforthinitsproposal,andrequestthateachunionorworkers'representativeincludeminoritygroupmembersandwomenamongitsreferrals.
(iii) TheRespondentwillhireminorityandfemaleworkersfortheskilledandunskilledjobsrequiredtoperformtheContractinproportiontotheiravailabilityintherelevantlaborpoolsinthePhiladelphiaMetropolitanStatisticalArea,ortotheiravailabilityinitsqualifiedapplicantpool,whicheverisgreater.
(iv) TheRespondentwillpostinconspicuousplacesavailabletoitsemployeesandto
applicantsforemployment,anoticeoffairpracticestobeprovidedbythePhiladelphiaHumanRelationsCommission.
(v) TheRespondentwillmaintainaworkenvironmentfreeofharassment,intimidationand
coercion,andwillensurethatallon-sitesupervisorypersonnelareawareofandcarryoutRespondent'sobligationtomaintainsuchaworkingenvironment.
(b) ThatitwillidentifyoneachcertifiedpayrollformsubmittedtotheSchoolDistrictthoseofits
employeeswhoareminoritygroupmembersandthosewhoarefemale.Asusedhere,"minority"meansAfricanAmerican,Hispanic,Asian,orNativeAmerican.TheSchoolDistrictshallatalltimeshaveaccesstoworksiteandtotheRespondent'semploymentrecordstoassurecompliancewiththissubsection.
(c) ThatitwillmaintainonformstobesuppliedbytheSchoolDistrict,thename,race,sex,nationalorigin,skillorcraft,address,telephonenumber,andsourceofreferralofeachapplicantforemployment,whichrecordshallshowwhichapplicantswerehired.
(d) (Thatintheeventapprenticesarehiredinanyskilledcraftarea,theRespondentwillendeavortohireequalnumbersofculturallydiversemaleandfemaletraineesineachskillarea.
2. Non-DiscriminationinContractingItisthepolicyoftheSchoolDistrictofPhiladelphia,thatbusinessconcernsownedandcontrolledbyminoritygroupmembersandwomenshallhavefullandfairopportunitytoparticipateinperformanceofcontractsletbytheSchoolDistrict.ARespondent'splantojointventurewithorsubcontracttominorityandwoman-ownedfirms(M/WBEs)and/ortoutilizeM/WBEsassourcesofsupplies,equipment,orserviceswillbeasignificantpartoftheevaluationoftheRespondent'sresponsibility.
(a) TheRespondentwillconsiderallproposalsfrompotentialM/WBEfirmsanddocumentontheformssuppliedbytheSchoolDistrict,thereasonsfornotenteringintoajointventureorsubcontractwithaM/WBE.
(b) RespondenttothisRFPshallemploytheservicesofSub-consultant(s),asnecessary,toachievecombinedMinorityOwnedBusinessEnterprise(MBE)andWomanOwnedBusinessEnterprise(WBE)participationgoalsinarangeof15%-20%ofthetotalamountofservicesprovided.IftheFirmisaMBEorWBEfirm,thentheFirmwillhaveachievedthegoalforthatcategory.Anon-MBEorWBEfirmshallemployaMBEorWBEfirmtoachievethesegoals.
(c) TheRespondent'sagreementtomeettherequirementsoftheSectionisamaterial
representationoffactuponwhichreliancewillbeplacedifacontractisawarded.IfitislaterdeterminedthattheRespondenthasnotmadeagoodfaithefforttocomply,withintheSchoolDistrict'ssolejudgment,theSchoolDistrictmaypursueavailableremedies,includingsuspensionordebarmentoftheRespondentfromfutureSchoolDistrictworkasnon-responsible.
3. LiabilityofSubcontractors
AnysubcontractoroftheRespondentshallhavethesameresponsibilitiesandobligationsastheRespondenttocomplywiththeprovisionsofthisSectionandshallbesubjecttothesamepenaltiesforfailuretocomplyassetforthbelow.
4. PenaltiesforFailuretoComplyItisherebyagreedthatfailuretocomplyanddemonstrateagoodfaithefforttocomplywiththeforegoingrequirementsshallconstituteasubstantialbreachoftheContract._________________________(seal)(TradeNameofFirm)_________________________(seal)(SignatureofOwnerorPartner)_________________________(Date)
ATTACHMENT“D”
SCHOOLDISTRICTOFPHILADELPHIAOFFICEOFPROCUREMENTSERVICES
MINORITY/WOMAN-OWNEDBUSINESSENTERPRISE(MWBE)PARTICIPATIONPLANFORMI. InformationinthissectionreferstothePrimeContractor/Vendor.
CompanyName_____________________________________ContactPerson:__________________________________Address:________________________________________Phone:____________________________________________City:______________________________________________State:_____________Zip:_________________________Fax:______________________________________________E-mail:__________________________________________Owner:__African-American,__Hispanic,__Asian,__NativeAmerican,__Woman,__Non-Profit,__Caucasian,__OtherFederalTaxID_______________CertifyingAgency:________________________CertificationNo.:________________BidNumberorSubjectofResolution:___________________________________________________________________II. InformationinthissectionreferstoMWBEfirmstobeusedintheperformanceofthiscontract.CompanyName_____________________________________ContactPerson:__________________________________Address:________________________________________Phone:____________________________________________City:______________________________________________State:_____________Zip:_________________________Fax:______________________________________________E-mail:__________________________________________Owner:__African-American,__Hispanic,__Asian,__NativeAmerican,__Woman,__Non-Profit,__Caucasian,__OtherFederalTaxID_______________CertifyingAgency:________________________CertificationNo.:________________DescriptionofWork:________________________________________________________________________________DollarValue$_______________________PercentageofTotalContract_______________________________________VendorSignature___________________________________________________________________________________Ifnocommitment,givereasonsandsupportingdocumentation(e.g.,evidenceofcontactingM/WBEs).__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
__________________________________________________________________________________________________
Icertifythattheinformationprovidedistrueandcorrect____________________________Date:_________________
AuthorizedRepresentativeRev.01-12
ATTACHMENT“E”
SAMPLEPROFESSIONALENGINEERINGSERVICESFORRETRO-COMMISSIONING
The“ProfessionalEngineeringServicesContractfortheRetro-Commissioning”shallserveasa“sample”documentfortheFirmstoreview.Said“sample”contractshallnotbeconstruedasacontractbetweentheFirmandtheSDP.ThesamplecontractispostedbelowtheRFPonthewebsite.
ATTACHMENT“F”
ACCEPTANCEOFTERMSANDCONDITIONSOFCONTRACTFOR
RETRO-COMMISSIONINGSERVICESPERFORMEDATTHECOMMODOREJOHNBARRYELEMENTARYSCHOOL
Ihavereadthe“PROFESSIONALENGINEERINGSERVICESCONTRACTFORTHERETRO-COMMISSIONINGSERVICESPERFORMEDATCOMMODOREJOHNBARRYELEMENTARYSCHOOLPROJECTandagreetoenterintoaContractforthisProjectundertheTermsandConditionsoftheCONTRACTandwillnottakeanyexceptionstotheTermsandConditions.FirmName:______________________________________CorporateSeal: AffixHereSignature:____________________________________Title:____________________Date:__________
(Principal/Owner)
ATTACHMENT“G”
TAXCOMPLIANCEWITHTHECITYOFPHILADELPHIA
Provideacopyofyourfirm’s“CertificateofTaxClearance”withtheCityofPhiladelphia.Youcansearchyourfirm’staxcomplianceatthefollowingwebsite:https://secure.phila.gov/revenue/TaxCompliance/Header.aspxIfyourfirmiscompliant,youcanprintoutthe“CertificateofTaxClearance”.Ifyourfirmisnottaxcompliant,pleasecontacttheCityRevenueDepartmentTaxClearanceUnitat(215)686-6565.
ATTACHMENT “H”
FEE PROPOSAL – PAGE 1 OF 2
Please acknowledge the following by signing where indicated below. Method of Compensation The method of compensation for this project shall be based on the Lump Sum Fee payable at 50% and 100% completion, see the “Professional Services Sample Contract.” Project Design Team Personnel List with Hourly Rates (page 2) The listing must include the hourly billable, all-inclusive wage rates for all people listed as design team personnel. These wage rates will be used to invoice for additional services performed. These hourly rates shall be fully loaded including benefits, overhead and profit. Please provide only one wage rate per position; do not use ranges. If ranges are used, the lower rate will be used for evaluation and if selected, will become the contract rate. Do not add positions. Invoicing for services shall be limited to these individuals at the hourly rates indicated. Once the Prime Proposer enters into a contract with the SDP, any revisions or additions shall require prior approval by the SDP.
_________________________ ________________________
(Trade Name of Firm) (Signature of Owner or Partner)
ATTACHMENT “H”
FEE PROPOSAL – PAGE 2 OF 2 Project Retro-Commissioning Team Personnel List with Lump Sum and Hourly Rates (P. 2 of 2)
PROPOSER’S FIRM: ____________________________________
Provide the following: Lump Sum Fee for Retro-Commissioning ___$________________________
PROPOSER’S FIRM: ____________________________________
Name&Company Position HourlyRate
Company- KeyPersonnel–CommissioningAgent(CxA) $1. CommissioningEngineerProfessional $2. ControlsSpecialist $3. Test&BalanceCertifiedSpecialist(AABC/NEBB) $4. ProjectAdministrator $5. CommissioningSpecialist $6. PeerReviewEngineer/Specialist(QA/QC) $ $