Okaloosa County BOCC — June 3, 2014 — LORD AND SON C — reading text

oral presentations from or interviews with the vendors when establishing the recommended priority or short list. Negotiations between the selection committee and the priority vendor (the vendor ranked highest on the Board approval short list) which will proceed as follows: (a) Negotiations will be held with the first vendor on the priority list. (b) If no tentative agreement can be reached with the first vendor, then negotiations will commence with the second vendor on the short list. (c) If no tentative agreement can be reached with the second vendor, then negotiations will commence with the third vendor. (d) If no tentative agreement is reached with the third vendor, then the committee shall return to the Board to report such and recommend that a new short list be established from among the other proposals submitted. If for any reason said procedure is not feasible, the committee shall seek direction from the Board as to how to proceed further. (4) Presentation of the tentative agreement by the selection committee to the Board for approval. The Executive Summary shall inform the Board as to the terms, conditions and costs associated with the contract. (5) Upon approval of the agreement by the Board, execution of a purchase order and/or formal written agreement prior to commencement of the work associated with the contract. (6) Direct contact one-on-one with the Committee members is not allowed. Selection will be on the basis of professional qualifications and experience. (a) The Selection Review Committee will evaluate and rank all proposals meeting the minimum submission requirements and enter into formal negotiations with said firms. Firms will be notified of dates and times of any interviews. (7) IMPORTANT NOTICE: The Board of County Commissioners reserves the right to waive any informality and to accept or reject any and all proposals. The information requested shall be a part and in addition to any previously accepted by or prepared for the Owner. NOTE: NO CONTACT CLAUSE There will be NO contact between companies submitting proposals and members of the selection committee prior to selection and approval of a construction manager by the Okaloosa County Board of County Commissioners. All communications must be directed through Zan Fedorak, Purchasing Services Manager, 850-689-5960. Failure to adhere to this policy will result in disqualification of potential proposer. CONTENTS OF PROPOSALS Proposers should address each of the following items as completely as possible with all information that could support their selection as the most qualified CM from among all the responsive proposers competing for selection for this project. 1. PRESENT ORGANIZATION (Important Factor: Not Individually Scored) If proposal is a joint venture, supply requested information on each involved firm. A. Firm Contact Information 1)Include Contact Person B. Types of Services provided by firm C. Legal Form of Business 2. PRESENT ORGANIZATION (Important Factor: 0-10) A. Proposed Project Team and Qualifications 3. DESCRIBE HOW YOUR FIRM WILL APPROACH THIS PROJECT. (Importance Factor: 0-10) A. Management B. Project Schedule C. Other 4. CONSTRUCTION MANAGEMENT EXPERIENCE. (Importance Factor: 0-20) 5. CURRENT WORKLOAD AND CAPACITY. (Importance Factor: 0-5) A. Include current workload of all proposed project team members. 6. LOCAL PROJECT EXPERIENCE (Importance Factor: 0-10) 7. FINANCIAL STATEMENT (Importance Factor: 0-5) 8. REPUTATION (Importance Factor 0-10) 9. SIMILAR PROJECT EXPERIENCE (Importance Factor: 0-20) 10. RESPONSIVENESS (included all required documents) (Importance Factor: 0-10) SPECIAL CONDITIONS Applicable Laws and Regulations - The proposers attention is directed to the fact that all applicable state laws, county municipal ordinances, orders, rules and regulations of all authorities having jurisdiction over project shall apply to the proposal throughout, and they will be deemed to be included in the contract the same as though they are written out in full herein. Special attention shall be applied to ensure that the building and all modifications to it are compliant with the current ADA codes. Review of Job Site — for technical information or to see the project site, contact Don Turner, County Facility Maintenance Office, 850-689-5790; 8:00 a.m. — 4:00 p.m., Monday — Friday. Proposal Information - Questions concerning proposal requirements or specifications should be directed to Zan Fedorak at the Okaloosa County Purchasing Department, 602-C North Pearl Street, Crestview, Florida 32536, at 850-689-5960. Any changes by the County to specifications shall be in writing in the form of an addendum and furnished to all proposers. Verbal information obtained otherwise will not be considered in awarding of the proposal. Right to Waive and Reject A. The Board, in its absolute discretion, may reject any proposal of a proposer that has failed, in the opinion of the Board, to complete or perform an Okaloosa County contracted project in a timely fashion or has failed in any other way, in the opinion of the Board, to perform a prior contract in a satisfactory manner, and has directed the Okaloosa County Purchasing Services Manager to emphasize this condition to potential proposers. B. There is no obligation on the part of the County to award the proposal to the lowest proposer, and the County reserves the right to award the proposal to proposer submitting a responsive proposal with a resulting negotiated agreement which is most advantageous and in the best interest of Okaloosa county, and to reject any and all proposals or to waive any irregularity or technicality in proposals received. Okaloosa County shall be the sole judge of the proposal and the resulting negotiated agreement that is in its best interest and its decision shall be final. Cc. The Board of County Commissioners reserves the right to waive any informalities or reject any and all proposals, in whole or part, to utilize any applicable state contracts in lieu of or in addition to this proposal and to accept the proposal that in its judgment will best serve the interest of the County. D. The Board of County Commissioners specifically reserves the right to reject any conditional proposal and will normally reject those that made it impossible to determine the true amount of the proposal. Disqualification of Proposers - Any of the following reasons may be considered as sufficient for the disqualification of a proposer and the rejection of his proposal or proposals: A. More than one proposal for the same work from an individual, firm or corporation under the same or different name. 10. 11. 12. B. Evidence that the proposer has a financial interest in the firm of another proposer for the same work. G Evidence of collusion among proposers. Participants in such collusion will receive no recognition as proposers for any future work of the County until such participant shall have been reinstated as a qualified proposer. D. Uncompleted work that in the judgment of the County might hinder or prevent the prompt completion of additional work if awarded. E. Failure to pay or satisfactorily settle all bills due for labor and material on former contracts in force at the time of advertisement of proposals. F. Default under previous contract. G. The Board, in its absolute discretion, may reject any proposal of a proposer that has failed, in the opinion of the Board, to complete or perform an Okaloosa County contracted project in a timely fashion or has failed in any other way, in the opinion of the Board, to perform a prior contract in a satisfactory manner, and has directed the Okaloosa County Purchasing Director to emphasize this condition to potential proposers. Conditional_and Incomplete Proposals - The Board of County Commissioners specifically reserves the right to reject any conditional proposal and will normally reject those that make it impossible to determine the true amount of the proposal. Investigation of Proposer - The owner may make such investigations as he deems necessary to determine the stability of the Proposer to perform the work and that there is no conflict of interest as it relates to the project. The proposer shall furnish to the owner any additional information and financial data for the purpose as the owner may request. The data shall include a detailed and up- to-date list of plant equipment and materials which proposer proposes to use, indicating which portions he already possesses and a detailed description of the method and program or work to be done. Preparation of Proposals - Proposals must be submitted upon the prescribed forms provided herein. All blank spaces must be filled in as noted in ink or typed in both words and numbers with the amounts extended and totaled. No changes shall be made in phraseology of the form or in the items mentioned therein. In case of any discrepancy between the written amount and the figures, the written amounts shall govern. Any proposal may be rejected which contains any omissions, erasures, alterations, additions, irregularities of any kind, or items not called for or which shall in any manner fail to conform to the conditions of published notice inviting proposals. Indemnification & Hold Harmless - To the fullest extent permitted by law, Contractor shall indemnify and hold harmless COUNTY, its officers and employees from liabilities, damages, losses, and costs including but not limited to reasonable attorney fees, to the extent caused by the negligence, recklessness, or intentional wrongful conduct of the Contractor and other persons employed or utilized by the Contractor in the performance of this contract. Note: For proposer's convenience, this certification form is enclosed and is made a part of the proposal package. Conflict of Interest - The award hereunder is subject to the provisions of Chapter 112, Florida Statutes. All respondents must disclose with their proposal the name of any officer, director, or 13. 14. 15. 16. 17. agent who is also a public officer or an employee of the Okaloosa Board of County Commissioners, or any of its' agencies. Furthermore, all respondents must disclose the name of any County officer or employee who owns, directly or indirectly, an interest of five percent (5%) or more in the firm or any of its branches. Furthermore, the official, prior to or at the time of submission of the proposal, must file a statement with the Clerk of Circuit Court of Okaloosa County if he is an officer or employee of the County, disclosing his or spouses or child's interest and the nature of the intended business. Note: For proposer's convenience, this certification form is enclosed and is made a part of the proposal package. Identical Tie Proposal - Preference shall be given to businesses with drug-free workplace programs. Whenever two or more proposals that are equal with respect to price, quality and service are received by the County for the procurement of commodities or contractual services, a proposal received from a business that certifies that it has implemented a drug-free workplace program shall be given preference in the award process (see attached certification form). Established procedures for processing tie proposals will be followed if none of the tied vendors have a drug-free workplace program. Note: For proposer's convenience, this certification form is enclosed and is made a part of the proposal package. Public Entity Crime Information - A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal on a contract to provide any goods or services to a public entity, may not submit a proposal on a contract with a public entity for the construction or repair of a public building or public work, may not submit proposals on leases of real property to a public entity, may not be awarded or perform work as a