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,gcthompson@philasd.org.Thee-mailmustinclude“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) $ $