rfp for professional services passhe-prof-2005

Revised July 30, 2004

Pennsylvania State System of Higher Education

__________________________________________________

Request For Proposal

Centrally Held Contracts For Various Professional ServicesCategory A. Full-Service Architectural And Engineering Services Category B. Miscellaneous Architectural And Engineering Services Category C. Miscellaneous Engineering Services

__________________________________________________

RFP SSHE-PROF-2004-1__________________________________________________

Utilizing

Contract Form SSHE-PROF-2004

Open End Professional Architectural And Engineering Services

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ISSUING OFFICEPennsylvania State System of Higher Education

Office of the ChancellorDixon University Center

Office of Administration and FinanceConstruction Support Office

CONTRACTING OFFICERSteven R. Dupes

Assistant Vice Chancellor for Facilities

ISSUING OFFICERJames E. Barbush

Facilities Contracts Manager

AUGUST 2004

RFP SSHE-PROF-2004-1

Revised July 30, 2004

This Page Blank

RFP SSHE-PROF-2004-1

REQUEST FOR PROPOSAL

FOR

Centrally Held Contracts For Various Professional Services

TABLE OF CONTENTS

Part I GENERAL INFORMATION FOR PROFESSIONALS

Part II INFORMATION ABOUT THE STATE SYSTEM OF HIGHER EDCUATION

Part III WORK STATEMENT

Part IV INFORMATION REQUIRED FROM PROFESSIONALS

Part V CRITERIA FOR SELECTION

APPENDICES

APPENDIX 1 QUALIFICATION MATRIX & MAP OF THE UNIVERSITIES

APPENDIX 2 PA BUSINESS CERTIFICATION FORM

APPENDIX 3 SSHE FORM 150 ASP – APPLICATION FOR SPECIFIC PROJECT

APPENDIX 4 CONTRACT FORM

RFP SSHE-PROF-2004-1 Table of ContentsPage i

REQUEST FOR PROPOSAL

FOR

Centrally Held Contracts For Various Professional Services

TABLE OF CONTENTS

PART I GENERAL INFORMATION FOR PROFESSIONALS

I-1. PURPOSE & SCOPE OF REQUEST FOR PROPOSAL (RFP)A. Central Contracts For Various Professional ServicesB. Replacement Of Expired ContractsC. Broaden Available ServicesD. Contents Of This RFP

I-2. PROBLEM STATEMENTA. Projects And LimitationsB. System-Wide CoverageC. Categories Of ServicesD. The Process

I-3. ISSUING OFFICE, CONTRACTING OFFICER, & ISSUING OFFICERS

I-4. TYPE OF CONTRACT........................................................................................See Appendix 4A. Multiple Award ContractB. NegotiationsC. Contents Of The Multiple Award ContractD. Contract PeriodE. Renewal Years – Escalation

I-5. PRE-PROPOSAL CONFERENCE

I-6. AMENDMENT TO THE RFP

I-7. RESPONSE DATE

I-8. PROPOSALS

I-9. REJECTION OF PROPOSALS

I-10. INCURRING COSTS

I-11. ECONOMY OF PREPARATION

I-12. ORAL PRESENTATION

I-13. PRIME PROFESSIONAL RESPONSIBILITIES

I-14. DISCLOSURE OF PROPOSAL CONTENTS

I-15. DEBRIEFING CONFERENCES

I-16. NEWS RELEASES

I-17. SYSTEM PARTICIPATION

I-18. COST DATA – NEGOTIATION OF FEES

I-19. NOTICE AS TO FILING A PROTESTA. SubmittalB. Time For Filing Of ProtestC. Grounds For ProtestD. Decision By Office Of The Chancellor

RFP SSHE-PROF-2004-1 Table of ContentsPage ii

PART II DESCRIPTION OF THE ORGANIZATION and BACKGROUND

II-1. PENNSYLVANIA STATE SYSTEM OF HIGHER EDUCATIONA. Current CompositionB. AuthorizationC. Governance

PART III WORK STATEMENT

III-1. OBJECTIVES

III-2. SCOPE OF PROFESSIONAL SERVICES

III-3. CLASSIFICATION OF PROFESSIONAL SERVICESCategory A. Full-Service Architectural And Engineering Services Category B. Miscellaneous Architectural And Engineering Services Category C. Miscellaneous Engineering Services

III-4. HISTORICAL AND ANTICIPATED VOLUMES OF WORK

III-5. WORK ORDER THRESHOLDS

III-6. PROCEDURESA. Issuance Of RFP & Selection Of FirmsB. Negotiations & Master ContractC. RFPs For ProjectsD. Proposals Responding To RFPsE. Individual Work Orders (IWOs)F. Administration

PART IV INFORMATION REQUIRED FROM PROFESSIONALS

IV-1.REQUIRED INFORMATION

IV-2.DESCRIPTION OF REQUIRED INFORMATIONTab 1 Letter Of Interest Tab 2 Qualification Matrix...............................................................................................See Appendix 1Tab 3 Pa Business Certification.....................................................................................See Appendix 2Tab 4 SSHE Form 150 ASP – Application For Specific Project.....................................See Appendix 3Tab 5 Understanding The Scope Of WorkTab 6 Management SummaryTab 7 Other Information

PART V CRITERIA FOR SELECTION

V-1. SELECTION PROCESSA. Selection BoardB. Negotiation BoardC. Legislated Criteria

V-2. EVALUATION CRITERIAA. Understanding The ProblemB. Professional QualificationsC. Personnel QualificationsD. Ability To Respond Expeditiously

RFP SSHE-PROF-2004-1 Table of ContentsPage iii

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RFP SSHE-PROF-2004-1 Table of ContentsPage iv

PART I

GENERAL INFORMATION FOR PROFESSIONALS

I-1. PURPOSE & SCOPE OF REQUEST FOR PROPOSAL (RFP)

A. CENTRAL CONTRACTS FOR VARIOUS PROFESSIONAL SERVICES

The Pennsylvania State System of Higher Education (System), through the Office of the Chancellor, intends to centrally contract with numerous Professional Firms in order to have Professionals available to perform various Professional Services for

(i) the System,

(ii) the System’s institutions, or

(iii) other Commonwealth entities at the System’s sole discretion.

The System will select a number deemed necessary by the System with a goal of 3 to 5 Professionals in each region of Pennsylvania – Western PA, Central PA, and Eastern PA.

For the System and its institutions, a request for services will either come from the University or from the Office of the Chancellor.

For other Commonwealth entities, a request for services may come from the specific Commonwealth entity that requires the services and arranges with the System for acquisition of those services.

University locations and Regions of the System are shown in Appendix 1 – Qualification Matrix & Map Of Universities.

The System encourages all firms, including small firms, minority business enterprises, and women’s business enterprises, capable of performing the work solicited by this RFP to submit Proposals. The System will consider joint ventures and subcontract arrangements that will enable firms to participate.

B. REPLACEMENT OF EXPIRED CONTRACTS

Contracts that result from this RFP are intended to

broaden the Professional Services that are readily available to the System through central contracting; and

replace the following Open End Design Contract that expired in May 2003

71-K-140: Open Ended Professional Design Services ( PD Services)

The Office of the Chancellor has held 3 Open End Contracts with Professional Firms to provide a Full Range of Architectural And Engineering Services for the Design of Maintenance, Repairs, Renovations, and Alterations for Facilities Projects. The types of work included: feasibility studies, construction costs, time estimates, design/specifications services, bid services, and construction administrative services. Stated needs of that solicitation included Official Residences, Student Dining Halls, Student Residence Halls, Recreation Centers, Student Unions, and in some instances for Academic Buildings.

RFP SSHE-PROF-2004-1 Part I – General InformationPage 1 of 24

C. BROADEN AVAILABLE SERVICES

The previous contract for Professional Design Services was limited in scope and size. With this solicitation, the System desires to broaden the scope of work to cover all types of architectural and engineering services, without imposing unnecessary limitations on scope and costs.

The System desires to include

(i) projects with an Estimated Construction Cost Threshold of $5,000,000 with negotiated, unlimited fees, and

(ii) studies and services with a Negotiated Fee Threshold of $200,000.

The thresholds are subject to change based on yearly escalation, reasonable justifications for increase, and approval of the Contracting Officer.

D. CONTENTS OF THIS RFP

This RFP provides interested Professionals with sufficient information to enable them to prepare and submit Proposals for the System’s consideration concerning the need for Centrally Held Contracts For Various Professional Services.

This RFP contains

- Instructions governing the Proposals to be submitted and the materials to be included.

- A description of the services to be provided.

- Requirements that shall be met to be eligible for consideration.

- General evaluation criteria.

- Other requirements to be met by each Proposal.


I-2. PROBLEM STATEMENT

The Pennsylvania State System of Higher Education, through the Office of the Chancellor, desires to centrally contract with a sufficient number of professional firms (a number deemed necessary by the System with a goal of 3 to 5 Professionals in each region of Pennsylvania – Western PA, Central PA, and Eastern PA) under Open End Design Agreements in order to have Professionals available to perform various Professional Services throughout the entire System.

A. PROJECT SIZE AND GOVERNING THRESHOLDS

The various services will include a full range of architectural and engineering services for projects and studies that are governed according to the thresholds discussed below.

The thresholds are set forth as guidelines regulated by the Contracting Officer and the Construction Support Office.

The thresholds are related to project size only and shall not be applied to the Professional’s hourly and overhead rates negotiated under a Contract resulting from this RFP. The Professional’s hourly and overhead rates are governed as stated in the Agreement’s Rider D.

The thresholds may be exceeded for individual circumstances and adjusted on a yearly basis with the approval of the Contracting Officer and when deemed justifiable, ethical, in accordance with legislative mandates and System policies, and in the best interest of the System.

(1) Threshold For Individual Projects $5,000,000 Estimated Construction Cost Threshold

Individual Projects for which Professionals may provide services are governed by the Estimated Construction Cost Threshold of $5,000,000.

The Estimated Construction Cost Threshold generally applies to projects that consist of construction or renovations of a single facility at a single University when Professional Fees are negotiated with respect to professional practice and construction cost.

The Estimated Construction Cost Threshold does not apply where Professional Fees are not determined as a percentage of construction cost, but are determined at a much lower rate.

An example of such services is when the System acquired Professional Services for System-wide planning and design for the “Design and Installation of Fire Suppression and Detection Systems In Residence Halls” that had an estimated construction cost of $40,000,000. Professional Services for these types of projects can be performed under an IWO if they are in accordance with other requirements stated herein.

Individual Work Orders for these projects are not limited in the amount of negotiated fee, except by negotiation procedures as adopted by the System.

(2) Threshold For Individual Studies & Services$200,000 Negotiated Fee Threshold

For projects that do not consist of construction or renovations for a single facility at a single University, Professionals may provide individual studies and services that are within the Scope Of Work of this RFP. Negotiated fees for these services shall be governed by the $200,000 Negotiated Fee Threshold.

(3) Thresholds For Accumulated And Active Work

Threshold For Active Work - $1,000,000. The amount a firm’s active work that is (i) awarded under a Contract resulting from this RFP and (ii) open at any one time, being the sum of total costs for all open Individual Work Orders, shall be governed by the $1,000,000 Active Work Threshold.

Threshold For Seeking Additional Work - $1,250,000. When a firm is being considered for additional work that will cause the $1,000,000 Active Work Threshold to be exceeded, the amount of active work that a firm has open at any one


time plus the additional work being sought, whether one or more Individual Work Orders, shall be governed by the $1, 250,000 Accumulated, Active Work Threshold.


B. SYSTEM-WIDE COVERAGE

Projects may occur at any location within the System that is defined as follows:

The System’s operations that are owned by the Commonwealth of Pennsylvania include 14 Universities, associated branch campuses and education centers, and the Office of the Chancellor (Dixon University Center, Harrisburg).

The 14 Universities are located at Bloomsburg, California, Cheyney, Clarion, East Stroudsburg, Edinboro, Indiana, Kutztown, Lock Haven, Mansfield, Millersville, Shippensburg, Slippery Rock, and West Chester.

See Attachment 1 for a map showing and listing the institutions and Part II of this RFP for a more detailed description of the Pennsylvania State System of Higher Education.

Proposers are not required to provide services at all System Universities. However, a goal of the Selection Board is to obtain a sufficient number and adequate mix of Professionals that will provide competitive coverage across the System.

C. CATEGORIES OF SERVICES

By this RFP, the System is requesting Proposals from firms that can provide services in one or more of the following categories. :

Category A. Full-Service Architectural And Engineering Services

Services can be performed for projects that are governed by the $5,000,000 Estimated Construction Cost Threshold. Projects may include new construction, maintenance, repair, renovation, and alteration. Services may be performed in any or all of the necessary phases of a project, whether preliminary, final, bidding, or construction. Services may be provided entirely in-house or in association with other subcontracted firms.

Category B. Miscellaneous Architectural And Engineering Services

Fees for the performance of Miscellaneous Architectural And Engineering Services are governed by the $200,000 Negotiated Fee Threshold. Services may include the performance of various Professional & Technical Services that are designs, studies, investigations, and other services, within the ability of an Architect, to be performed in a timely manner, providing quick response to the System’s needs.

Category C. Miscellaneous Engineering Services

Fees for the performance of Miscellaneous Engineering Services are governed by the $200,000 Negotiated Fee Threshold. Services may include the performance of various Professional & Technical Services that are related to civil, mechanical, electrical, plumbing, fire-alarm, and other engineering aspects of projects, within the ability of an Engineer, to be performed in a timely manner, providing quick response to the System’s needs.


D. THE PROCESS

1. Contracts will be held and administered by the Issuing Office (Construction Support Office/CSO) for this RFP. CSO is located in the Office of the Chancellor, within the Facilities Division of the Office of Administration and Finance at the Dixon University Center in Harrisburg, PA.

2. Requests For Proposals (RFPs) and Requests For Letters Of Interest (LOIs) will be issued, on an as-needed basis, against contracts resulting from this RFP, by the Universities and the Office of the Chancellor in two ways, depending on the type and size of projects for which services are required.

Professional Selection and Negotiation will be accomplished in accordance with standard methods adopted by the System in procedures and policies established by the System’s Board Of Governors.

a. Category A Services - More Than One Professional Considered:

For a relatively large and/or specialized project for which Category A Services are required, the following will occur:

i. Request for Letters Of Interest (LOI) . The Issuing Office for the project may issue a Request For LOI to ascertain the interest and skills of firms for a project. LOIs shall be issued to all firms that are qualified at the location where the project will occur, whether the project occurs at a University or the project is System-wide. Requests for LOIs, if used, shall precede the issuance of a formal RFP. Based on the review of the LOIs, the Issuing Office for the project will shortlist a number of firms for issuance of an RFP and submittal of Proposals.

ii. Request For Proposal (RFP) . The Issuing Office for the project shall issue an RFP to solicit proposals for a project. RFPs shall be issued to

shortlisted firms, if an LOI is used, or

all firms, if an LOI is not used, and firms are qualified at the location where the project will occur, whether the project occurs at a University or the project is System-wide.

iii. Selection . The Issuing Office will select a firm using the standard methods of Professional Selection and Negotiation as adopted by the System in policies established by the System’s Board Of Governors.

iv. Negotiation . The Issuing Office will conduct negotiations with a selected firm, and if necessary with subsequent firms, using the standard methods of Professional Selection and Negotiation as adopted by the System in policies established by the System’s Board Of Governors.

The consideration of more than one Professional is expected to be the normal case for Category A Services that are expected to apply to a project that is a single facility at a single University. If a project occurs that is suited to the consideration of only one Professional, the University shall submit written justification to the Issuing Office for this RFP, for review and approval before proceeding.

b. Categories B & C Services - One Professional Considered:

For services needed that are within Category B Services and Category C Services, the following may occur:

i. LOI or RFP . The Issuing Office for the project will issue either a LOI or an RFP to a firm or firms that are qualified at the


location where the project will occur, whether the project occurs at a University or the project is System-wide.

ii. Negotiation . The Issuing Office will conduct negotiations with the selected firm. If negotiations are not successful, the Issuing Office may select another firm and repeat the process.


3. An Individual Work Order will be issued as a result of successful negotiations between the System and the Professional for Scope of Work and fees. A detailed scope of potential services that could be requested by an IWO is provided in this RFP’s Part III – Work Statement.

4. Usage Of Contracts. Based on past experience with similar open end contracts, the System anticipates that these contracts will be sufficiently utilized. (See this RFP’s Part III, Paragraph 5. Historical And Anticipated Volumes Of Work) However, even if a Contract is entered into, there is no guarantee that any particular Professional will be awarded an Individual Work Order for any particular project or for any particular amount of services for the term of the Contract. (See Part III, Paragraph 6.F.)

I-3. ISSUING OFFICE, CONTRACTING OFFICER, & ISSUING OFFICERS

This RFP is issued by the Office of the Chancellor of the Pennsylvania State System of Higher Education, under the direction of the Contracting Officer and the Director of Construction Management.

The specific Issuing Office is the Construction Support Office within the Office of Administration and Finance. The Construction Support Office is the sole point of contact for this RFP.

The Contracting Officer will be responsible for administering the Contract that will be awarded from this solicitation.

The Director of Construction Management will be responsible for the execution of all Individual Work Orders to be issued under the Contracts.

The Issuing Officer will be the point of contact for responses to questions regarding this RFP. All technical questions or requests for clarification shall be directed to the Issuing Officer by the date stated in the cover letter transmitting this RFP.

The Contact Person may be contacted to request information or copies of the RFP. The Contact Person may also accept questions for response by the Construction Support Office and answer administrative questions regarding information in this RFP until the date stated in the cover letter transmitting this RFP.

ISSUING OFFICE: MAILING ADDRESS:Pennsylvania State System of Higher Education PA State System of Higher EducationOffice of the Chancellor Dixon University CenterDixon University Center 2986 North Second StreetOffice of Administration and Finance Harrisburg, PA 17110Construction Support Office (CSO)

CONTRACTING OFFICER DIRECTOR OF CSO:Steven R. DupesAssistant Vice Chancellor for Facilities Director of Construction ManagementOffice of the Chancellor Construction Support OfficeDixon University Center Dixon University CenterOffice of Administration and Finance Office of Administration and Finance

ISSUING OFFICER CONTACT PERSON:James E. Barbush Dorthe LatinFacilities Contracts Manager Construction Support SecretaryConstruction Support Office Construction Support OfficePhone: 717-720-4119 Phone: 717-720-4113Fax: 717-720-4111 Fax: 717-720-4111E-mail: [email protected] E-mail: [email protected]


mailto:[email protected]

mailto:[email protected]

I-4. TYPE OF CONTRACT

A. MULTIPLE AWARD CONTRACT

Upon selection and after successful negotiations, the selected Professionals will be expected to enter into a Contract (Standard Form Of Agreement For Open End Professional Architectural And Engineering Services) with the System.

The Contract will be a Multiple Award Contract that will allow the System and its Universities to acquire Professional Services during the contract period through the issuance of Individual Work Orders.

Under the Contract, the System, either through the Office of the Chancellor or the Universities, will issue Requests For Proposal for specific projects for which Professionals will be given opportunities to respond. Individual Work Orders will then be issued to Professionals that have been chosen on the basis of the past performance and the quality of their response to the specific Requests For Proposal for particular projects.

A sample of the Contract Form is provided in Appendix 4.

B. NEGOTIATIONS

Prior to entering into a Contract, negotiations regarding fees (billable rates and overhead rates) will be undertaken with Professionals (i) whose Proposals show them to be qualified, responsible, and capable of performing the work, and (ii) who, in the judgment of the Selection Board, scored high enough against defined selection criteria to warrant this effort.

If negotiations are entered into, the System will request financial information from the Professional in order to evaluate billable rates and overhead rates.

C. CONTENTS OF THE MULTIPLE AWARD CONTRACT

A Contract between the System and a Professional that results from this RFP shall contain all the terms and conditions agreed to by the parties, including the following:

(i) This RFP

(ii) A successful proposal (response to this RFP)

(iii) A fully executed Contract approved and delivered with appropriate System and Commonwealth attorneys’ signatures. (Sample Contract Form in Appendix 4)

(iv) All exhibits incorporated in fact or by reference

(v) Applicable Requests For Proposal and Individual Work Orders that will be issued in accordance with the provisions of this RFP and the Contract

D. CONTRACT PERIOD

The term of the Contract will be 2 initial years, plus 2 optional renewal terms of 2 years each, for a maximum of 6 years. Any offer of renewals or extensions to the Contract will be as determined by the System.


E. RENEWAL YEARS – ESCALATION

As the basis for any increase in the Direct Labor (and billable) Hourly Rates for any subsequent renewals of the Contract, the Professional and the System both agree to use

The Consumer Price Index For All Urban Consumers (CPI-U)US City Averageas published by

United States Department of Labor, Bureau of Labor Statistics.

http://www.bls.gov/cpi/

The CPI-U Index for the month in which Proposals are due shall be used as the basis for computation of all increases for subsequent renewals.

This CPI-U Index shall be compared to the most recently available CPI-U Index when the Contract is renewed.

I-5. PRE-PROPOSAL CONFERENCE

IF A PRE-PROPOSAL CONFERENCE IS HELD

A Pre-Proposal Conference may be held prior to Proposal submission.

Refer to the cover letter of this RFP for location, time, and date.

Attendance at the Pre-Proposal Conference is not mandatory.

The Pre-Proposal Conference is for information only, to clarify any points in the RFP that may not be clearly understood.

Questions may be forwarded to the Issuing Office prior to the conference to ensure sufficient analysis can be made before an answer is supplied. All questions shall be submitted, in writing, to the Issuing Officer as stated in the cover letter for this RFP.

Answers furnished during the Pre-Proposal Conference will not be official until written verification is issued by the Issuing Office. All answers will be officially provided in an addendum to all firms that requested the RFP and provided the System with a mailing address. A copy will be available at the Issuing Office and on the web page indicated in the cover letter transmitting this RFP.

In view of the limited facilities available for the conference, the System requests that the Professional’s representation be limited to 2 individuals per Professional.

IF A PRE-PROPOSAL CONFERENCE IS N O T HELD

In order to clarify any points in the RFP, questions may be submitted to the Issuing Office. All questions shall be submitted, in writing, to the Issuing Officer as stated in the cover letter for this RFP.

All answers will be officially provided in an addendum to all firms that requested the RFP and provided the System with a mailing address. The addendum will be available at the Issuing Office and posted on the System’s website at an address to be indicated in the cover letter transmitting this RFP.

I-6. AMENDMENT TO THE RFP

For any necessary revisions to any part of this RFP, addenda will be issued to all firms that requested the RFP and provided the System with a mailing address.

Addenda will be available at the Issuing Office and posted on the System’s website at an address to be indicated in the cover letter transmitting this RFP. The Proposer may request the web address from the Issuing Office.

If the RFP is acquired from the web site and the Proposer has not provided the System with an address, the Proposer is obligated to obtain any issued addenda from the web site.

Receipt of each issued addendum shall be acknowledged in the Proposal if required by the Addendum.


http://www.bls.gov/cpi/

I-7. RESPONSE DATE

To be considered, sealed Proposals shall arrive at the Issuing Office on or before the time and date specified in the cover letter for this RFP.

Professionals that mail Proposals shall allow sufficient mail delivery time to ensure the timely receipt of Proposals. Proposals received after the Proposal Due Date will not be evaluated.

I-8. PROPOSALS

To be considered, (i) Professionals shall submit a complete response to this RFP, (ii) Proposals shall be in the format provided in Part IV, and (iii) Proposals shall only be submitted to the Issuing Office.

The required number of copies of each Proposal shall be submitted to the Issuing Office. No other distribution of Proposals will be made by the Professional.

Proposals shall be signed by an official authorized to bind the Professional to the provisions of this RFP and a potential Contract.

For this RFP, the Proposal shall remain valid for at least 120 days.

The contents of a selected Professional’s Proposal will become contractual obligations if a Contract is entered into. Clauses within the Professional’s Proposal that are in conflict with the intent of this RFP or in conflict with the potential Contract will not be valid.

I-9. REJECTION OF PROPOSALS

The System, at its own discretion, reserves the right to reject any and all Proposals received as a result of this RFP, or to negotiate separately with competing Professionals.

The System, at its own discretion, reserves the right to cancel the RFP any time prior to a fully executed Contract, and if desired, reissue the RFP

I-10. INCURRING COSTS

The System is not liable for any costs incurred by Professionals prior to issuance of an Individual Work Order awarded under the Open End Contract.

I-11. ECONOMY OF PREPARATION

Proposals shall be prepared simply and economically, providing straightforward, concise descriptions of the Professional’s ability to meet the requirements of the RFP.

I-12. ORAL PRESENTATION

A Professional who submits a Proposal may be required to make an oral presentation of the Proposal to the System. A presentation is intended to provide an opportunity for the Professional to clarify the Proposal to ensure thorough and mutual understanding. The Issuing Office will schedule a presentation if such are deemed necessary.

I-13. PRIME PROFESSIONAL RESPONSIBILITIES

A selected Professional is considered to be the “Prime Professional” and will be required to assume responsibility for all services offered in the Proposal whether or not they are produced directly by the Prime Professional’s firm.

The System will consider the selected Prime Professional to be sole point of contact with regard to all contractual matters.


I-14. DISCLOSURE OF PROPOSAL CONTENTS

Proposals will be held in confidence and will not be revealed or discussed with competitors, unless subject to the Commonwealth’s “Right to Know Law”.

A Proposal that is selected and becomes part of a Contract resulting from this RFP is not confidential and will be subject to the Commonwealth’s “Right to Know Law”.

All submitted materials become the property of the Commonwealth of Pennsylvania and may be returned only at the Commonwealth’s option.

Submissions to the Commonwealth may be reviewed and evaluated by any person other than competing parties at the discretion of the Commonwealth.

The Commonwealth has the right to use any or all ideas presented in any reply to this RFP. Selection or rejection of the responses does not affect this right.

All responses become the property of the System.

I-15. DEBRIEFING CONFERENCES

The Award of contracts is expected within 120 days from the RFP’s closing date. If a notice of award is not received within 120 days of the RFP’s closing date (or any written extension thereof) the Proposer may assume that they were not selected for the work.

All Professionals, whether selected or not, will be notified of the names of selected Professionals and will be given the opportunity to be debriefed.

Upon written request, a Proposer will be orally debriefed as to the basis for non-selection. The purpose of the debriefing is not to compare Proposals, but to provide information that may assist the individual Proposer in preparing better proposals in the future.

Requests for oral debriefing shall be made in writing to the attention of the Issuing Officer within 150 days after closing date cited for submittal of Proposals. The Issuing Office will set the time and location of the debriefing.

I-16. NEWS RELEASES

News releases pertaining to this RFP may not be made without prior System approval, and then only in coordination with the Issuing Office.

No name or likeness of the System or any of its Universities may be used without the expressed written permission of the System or University.

I-17. SYSTEM PARTICIPATION

Generally, the System’s staff will not participate with the Professional in the performance of work. However, there may be circumstances where the System and the Professional will work together jointly.

Examples of joint effort could be the development of administrative manuals or contracts forms that require the System’s input as well as a Professional’s expertise. For a project that requires joint effort, the responsibilities of both parties Projects will be explained in the Individual Work Order and cooperation of the Professional is expected.

I-18. COST DATA – NEGOTIATION OF FEES

DO NOT SUBMIT ANY COST AND PRICING INFORMATION WITH THE PROPOSAL.

The negotiation of fees and the submission of cost data will only be required from firms chosen by the Selection Board in accordance with the selection criteria and processes cited in this RFP. If negotiations overhead rates, hourly rates, and fees fail with a selected firm, the System may move to the next selected firm.


I-19. NOTICE AS TO FILING A PROTEST

A. PROTEST SUBMITTAL

A Proposer, Prospective Proposer, or Prospective Professional that is aggrieved in connection with the solicitation or award of a Contract under the Commonwealth Procurement Code, except as provided in 62 Pa.C.S.A. § 521 (relating to cancellation of invitations for bids or requests for proposals) may file a Protest with the Office of the Chancellor at the following address:

Office of the ChancellorPennsylvania State System of Higher Education2986 North Second StreetHarrisburg, Pennsylvania 17110

Copy Of Protest Submittal. A copy of any Protest shall be simultaneously mailed to the Contracting Officer for this RFP, the name and address as stated previously in this RFP.

B. TIME FOR FILING OF PROTEST

If the Protestant is a Prospective Proposer, a Protest shall be filed with the Office of the Chancellor at the aforementioned address prior to the Proposal’s due date.

If the Protestant is a Proposer or Prospective Professional, the Protest shall be filed with the Office of the Chancellor at the aforementioned address within seven (7) days after the aggrieved Proposer or a Prospective Professional knew or should have known of the facts giving rise to the protest.

In no event may a Protest be filed later than seven (7) days after the date the Contract was awarded.

If a Proposer, Prospective Proposer, or Prospective Professional fails to file a Protest, or files an untimely Protest, the Proposer, Prospective Proposer, or Prospective Professional will have waived the right to Protest the solicitation or award of the Contract in any forum.

The Pennsylvania State System of Higher Education will disregard Protests that are untimely filed.

C. GROUNDS FOR PROTEST

A Protest shall state all grounds upon which the Protestor asserts that the solicitation or award of the Contract was improper. The Protestor should submit with the Protest any docu-ments or information deemed relevant to the protest.

D. DECISION BY OFFICE OF THE CHANCELLOR

Upon receipt of the Protest, the Office of the Chancellor will render a decision in accordance with the procedures outlines within the Commonwealth Procurement Code, 62 Pa.C.S.A. §1711.1 et seq.

End of Part I


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PART II

DESCRIPTION OF THE ORGANIZATION AND BACKGROUND

II-1. PENNSYLVANIA STATE SYSTEM OF HIGHER EDUCATION

A. CURRENT COMPOSITION

The Pennsylvania State System of Higher Education in Pennsylvania is composed of: 14 State-Owned Universities 4 Branch Campuses Several Regional Centers The McKeever Environmental Learning Center

The scope of facilities owned and operated by the System, briefly stated and estimated, includes the following:

4,698 Acres of land occupied by campuses 862 Buildings with 25 Million Sq. Ft. for classrooms, residences, administration,

and student support

The 14 Universities, each having an enrollment of 1,400 to 14,000 students each, have a total enrollment of over 104,000 undergraduate and graduate, part-time and full-time students.

The System has an education and general budget of approx. $1 billion.

The System employs approximately 12,000 people.

This information is from the System’s profile information as posted on the System’s web site on May 20, 2004

and should also be in the Facilities Facts Report that is part of the Facilities Inventory Report

B. AUTHORIZATION

The State System of Higher Education was established by the Commonwealth of Pennsylvania through Act 188 of 1982 (24 P.S. §§ 20-2001A, et seq.). The System has become commonly known as the Pennsylvania State System of Higher Education (PASSHE).

Act 188 of 1982 (24 P.S. §§ 20-2001A, et seq.) established the System as:

a body corporate and politic constituting a public corporation and government instrumentality which shall be known as the State System of Higher Education, independent of the Department of Education, hereinafter referred to as the System, which shall consist of the following institutions, and such other institutions, presently existing or newly created, as may hereafter be admitted by the Board in concurrence with other agencies as required by law:

(1) Bloomsburg University of PA ( 8) Kutztown University of PA(2) California University of PA ( 9) Lock Haven University of PA(3) Cheyney University of PA (10) Mansfield University of PA(4) Clarion University of PA (11) Millersville University of PA(5) East Stroudsburg University of PA (12) Shippensburg University of PA(6) Edinboro University of PA (13) Slippery Rock University of PA(7) Indiana University of PA (14) West Chester University of PA

RFP SSHE-PROF-2004-1 Part II – Organization & BackgroundPage 15 of 24

Act 188 established the primary mission of System as follows:

To provide instruction to undergraduate and graduate students, to and beyond the master’s degree, in the liberal arts and sciences, and in the applied fields, including the teaching profession. While the Universities share this common mission, each also embraces specific missions in business, human services, public administration, and/or technology.

The Pennsylvania State System of Higher Education is committed to providing high quality education at the lowest possible cost to the students. This commitment is maintained in every effort that the System undertakes.

C. GOVERNANCE

Act 188 established the administrative structure of System as follows:

The Board of Governors – The primary policy and control authority for the System.

The Board of Governors has overall responsibility for planning and coordinating the development and operation of the System, is the approval authority for all System facilities projects, and consists of the following 20 members:

- The Governor or designee- The Secretary of Education or designee- 2 Senators- 2 House Representatives- 6 Citizens- 3 Students- 5 University Trustees

The Board of Governor’s Policies, as published on the System’s web site (http://www.sshechan.edu/ssbogmnu.htm), govern the operation of the System, including the conduct of construction and Professional Services.

The Chancellor – The Chief Executive Officer appointed by the Board of Governors and responsible for the overall administration of the System.

University President – The Chief Executive Officer at the University level.

Council of Trustees for each University – the governing board at the University level.

Council Of Presidents – A group consisting of the 14 University Presidents and the 4 Vice Chancellors in the Office of the Chancellor. Advises the Chancellor and proposes System-wide policy.

See Appendix 1 for a map showing and listing the institutions.

End of Part II

RFP SSHE-PROF-2004-1 Part II – Organization & BackgroundPage 16 of 24

PART III

WORK STATEMENT

III-1. OBJECTIVESThe Pennsylvania State System of Higher Education (the System), through the Office of the Chancellor, expects to centrally contract with a sufficient number of Professional firms in order to have a body of Professionals available to perform Various Professional Architectural And Engineering Services throughout the entire System. The System will contract with the firms under an Open End Professional Architectural And Engineering Services Agreement. The various services will include a full range of architectural and engineering services for projects that may occur at any location and facility within the System.A Scope of Professional Services is provided below in Paragraph III-2. Those services can be performed under the appropriate Categories of Services, as follows:

Category A. Full-Service Architectural And Engineering Services Category B. Miscellaneous Architectural And Engineering Services Category C. Miscellaneous Engineering Services

III-2. SCOPE OF PROFESSIONAL SERVICES

The resulting Open End Contracts are intended to provide the System with access to a full range of architectural and engineering services, fitting within the described categories of work, and related to any aspect of Planning, Design, Maintenance, Renovation, and Construction For Facilities Projects where Professional Services are needed.

The Universities and the Office of the Chancellor will be able to issue Individual Work Orders under the Open End Contracts on an as-needed basis. A scope of potential Professional Services could include, but is not limited to, any of the following:

Architectural And Engineering Services Design, Bidding, And Construction Phase Services Services For Renovation, Alteration, Maintenance, & Repair Of Existing Facilities

Facilities Planning & Maintenance Programs (Master Plans & Maintenance Plans) Feasibility Studies Preliminary Design Services Final Design Services Bid Phase Services Construction Phase Services (Not formal Construction Management or PAQA)

Preparation And Review Of Design, Specifications, And Drawings Preparation And Review Of Construction Cost Estimates Preparation And Review Of Construction Schedules

Various Investigations, Inspections, Studies, Surveys, Testing, and Reporting

Geologic Investigations, Safety Inspections, Condition Inspections, Manual Preparation, Facilities Studies, Hydraulic Studies, Traffic Studies, Environmental Investigations, Master Planning, Water and Wastewater Treatment, Energy Studies, Photographic Mapping, Aerial Photography, Land Surveying, Construction Surveying, and any other services related to this RFP.

Value Engineering

Various Services within the Disciplines of Architecture, Civil, Structural, Geotechnical, Mechanical, Piping, Electrical, and other disciplines related to the design, construction, renovation, and maintenance of facilities.

Other Professional Services, similar or related to this Scope of Work.

RFP SSHE-PROF-2004-1 Part III – Work StatementPage 17 of 24

III-3. CLASSIFICATION OF PROFESSIONAL SERVICES

By this RFP, the System is requesting Proposals from firms that can provide Professional Services in one or more of the following categories. :

Category A. Full-Service Architectural And Engineering Services The performance of services related to projects that are governed by the $5,000,000 Estimated Construction Cost Threshold. Projects may include new construction, maintenance, repair, renovation, and alteration. Services may be performed in any or all of the necessary phases of a project, whether preliminary, final, bidding, or construction.

Category B. Miscellaneous Architectural And Engineering Services The performance of services related to projects that are governed by the $200,000 Negotiated Fee Threshold. Services may include the performance of various Professional & Technical Services that are designs, studies, investigations, and other services, within the ability of an Architect, to be performed in a timely manner, providing quick response to the System’s needs.

Category C. Miscellaneous Engineering Services The performance of services related to projects that are governed by the $200,000 Negotiated Fee Threshold. Services may include the performance of various Professional & Technical Services that are related to civil, mechanical, electrical, plumbing, fire-alarm, and other engineering aspects of projects, within the ability of an Engineer, to be performed in a timely manner, providing quick response to the System’s needs.

III-4. HISTORICAL AND ANTICIPATED VOLUMES OF WORK

Historical data available for similar, centrally held contracts is as follows:

Professional Design Services:

Reporting Period:......................................................................3.5 Years

Total Amount of Services for Reporting Period............$2,600,000 Reporting Period

Avg. Amount of Services Per Year.................................$750,000 Per Year

Total Number of Work Orders....................................................97 Work Orders

An anticipated volume of work has not been estimated, but the need for centrally held open end contracts is obvious based on past experience.

Usage Of Contracts. (See this RFP’s Part I, Section I-2 Problem Statement, Paragraph D - The Process, regarding no guarantees for any work.)

III-5. WORK ORDER THRESHOLDS

Work Order Thresholds are based on the thresholds provided in this RFP’s Part 1, Section I-2 Problem Statement, Paragraph A - Projects And Governing Thresholds.


III-6. PROCEDURES

A. ISSUANCE OF RFP & SELECTION OF FIRMS

Under this RFP, a sufficient number of firms (a number as deemed necessary by the System with a goal of 3 to 5 Professionals in each region of Pennsylvania – Western PA, Central PA, and Eastern PA) will be selected for negotiations to provide services in the 3 categories of service (Categories A, B, and C). Firms may elect to propose for any or all of the categories. The selected pool will consist of an aggregate of firms that can provide coverage with multiple firms available to each region. The System may elect to have firms available to cover the entire System, in all 3 regions.

B. NEGOTIATIONS & MASTER CONTRACT

Upon successful negotiations, the System will enter into Master Contracts with the successful firms. The contracts will be administered by the Construction Support Office within the Office of the Chancellor.

C. RFPs FOR PROJECTS

Projects for which services will be required will be determined locally. Either the Office of the Chancellor through the Contracting Officer, or a University through its contracting staff will issue an RFP to a firm or firms and request a proposal for services for a project after the execution of the Master Contract.

Whether a single firm or multiple firms are solicited for a particular project is dependent on the size and complexity of the project.

Category A Services. Generally, the System anticipates that Category A Services will be solicited from more than one firm, followed by selection and negotiation with the best qualified firm. Refer to Section I, Paragraph 2.D – The Process.

Category B and C Services may be solicited from a single firm, unless the System or the University determines that it is in the best interest of the System to solicit from more than one firm based on project size and complexity. Refer to Section I, Paragraph 2.D – The Process.

D. PROPOSALS RESPONDING TO RFPS

Proposals will be reviewed and approved locally, by the local issuing office. Selection will be based on responses provided against the specific selection criteria of the particular RFP.

E. INDIVIDUAL WORK ORDERS (IWOs)

IWOs will be issued locally, by the local office that issued the RFP, unless a specific policy statement is issued by the Contracting Officer at a later date during the period of the Contract.

F. ADMINISTRATION

The Construction Support Office (CSO) will maintain an accounting of all issued IWOs.

CSO will monitor the number of IWOs, IWO amounts, amounts issued to each Professional, and types of projects served.

CSO reserves the right to participate in and direct procedures related to the issuance of solicitations (LOIs, RFPs, and IWOs), selection of firms, negotiations, distribution of work, and any factors affecting the award and conduct of work.

End of Part III


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PART IV

INFORMATION REQUIRED FROM PROFESSIONALS

IV-1. REQUIRED INFORMATION

Non-Responsive RFPs will not be considered.

For a Proposal to be considered for responsiveness, the following shall occur:

The format of the Proposal shall be as specified in this part. Any other information thought to be relevant, but not applicable to the enumerated categories, may be provided as an appendix to the proposal.

All requirements specified in this RFP shall be submitted.

Each Addendum , if required by the individual Addendum, shall be acknowledged and made part of the Proposal.

FIVE (5) COPIES of each Proposal shall be submitted to the Issuing Office. No other distribution of Proposals will be made by the Professional.

The Proposer shall submit the required number of copies of one Proposal to include all the selected Categories of Service.

DO NOT SUBMIT SEPARATE PROPOSALS FOR EACH CATEGORY OF SERVICE.

Proposals shall be indexed with Tabs 1 through 8 as described below and following.

TAB 1 LETTER OF INTEREST

TAB 2 QUALIFICATION MATRIX................................................See Appendix 1

TAB 3 PA BUSINESS CERTIFICATION.....................................See Appendix 2

TAB 4 APPLICATION FOR SPECIFIC PROJECT......................See Appendix 3SSHE FORM 150 ASP

1. Applicant Name2. Parent Company Name3. Type Of Firm4. Minority Owned Firm5. Legal Structure Of Firm6. Personnel By Discipline7. Joint Venture Firms And Responsibilities8. Subcontracted Firms9. Key Personnel In Prime Firm / Joint Venture

10. Key Personnel In Subcontracted Firms11. Relevant Experience (5 Projects)12. Additional Comments13. Related Work - Current & Previous Work14. Bankruptcy15. Legal Sanctions16. Signature

TAB 5 UNDERSTANDING THE SCOPE OF WORK

TAB 6 MANAGEMENT SUMMARY

TAB 7 OTHER INFORMATION

RFP SSHE-PROF-2004-1 Part IV – Information RequiredPage 21 of 24

IV-2. DESCRIPTION OF REQUIRED INFORMATION

The Proposal shall clearly provide all information that is requested under this RFP. The RFP shall be presented in the following format and include:

TAB 1 LETTER OF INTEREST

The Letter Of Interest shall be concisely presented and include, at a minimum, the following information that shall be clearly delineated so that Categories Of Services being proposed can be quickly identified by a reviewer of the Proposal:

Item A. Categories Of Service. The Proposer shall state the Categories of Service that the firm desires to offer to the System. The Categories shall also be indicated on the Qualification Matrix in Appendix 1.

Item B. Other Specific Services. The Proposer may state any other specialized services that relate to any of the Categories of Services that the firm desires to offer to the System. These are services that may not have been specifically stated in this RFP but are related to the types of work that are being solicited. The Other Specific Services shall also be indicated on the Qualification Matrix in Appendix 1.

Item C. Abilities Offered By The Proposer. The Proposer shall provide a narrative describing abilities offered by the firm that are related to the types of work that the firm desires to offer to the System.

Item D. Strongest Assets/Services Of The Proposer. The Proposer shall provide a narrative describing the strongest assets or services offered by the firm that are related to the types of work that the firm desires to offer to the System.

e.g. - "Our firm is a full service Architectural and Engineering firm. Our strongest service offered is in the field of environmental work as detailed here………."

e.g. - "Our firm is limited to mechanical work but we do it better than anyone else in the area and here are the reasons why:………."

e.g. - “Our firm offers various services but our specialty is………."

Item E. Computer Aided Design ( CAD ) Capability . The Proposer shall specify the type of capability utilized by the firm.

Item F. Other Information . The Proposer may provide other information that deemed relevant to the types of work that the firm desires to offer to the System. This information shall be concise, and may reference items provided in Tab 8.

TAB 2 QUALIFICATION MATRIX SEE ATTACHMENT 1

The Qualification Matrix shall be completed. The Proposer shall select the Universities and the Categories of Work for which participation is desired.

TAB 3 PA BUSINESS CERTIFICATION SEE ATTACHMENT 2

The Business Certification Form shall be completed. If an application process has started with the Commonwealth and is not complete on the Proposal Due Date, explain the circumstances in the Proposal. A Contract will not be issued to a Proposer for signature if a certification is pending. If the System determines that a Proposer without certification is eligible for an award of a Contract, then the Proposer shall submit documented evidence of certification to the Issuing Office no later than the time the System is ready to send contracts to all Proposers for signature. Contracts could be sent to successful Proposers for signature within 60 days of the Proposal Due Date.


TAB 4 SSHE FORM 150 ASP – APPLICATION FOR SPECIFIC PROJECT SEE ATTACHMENT 3

The Proposer shall complete and sign SSHE Form 150 ASP. The Proposer does not need to repeat information that is included in the other tabs of the Proposal. If information would be duplicated in the form , cross reference to the other tabs of the Proposal.

TAB 5 UNDERSTANDING THE SCOPE OF WORK

The Proposer shall concisely state an understanding of the Scope Of Work presented by the RFP and the Scope Of Work for which the firm is proposing.

TAB 6 MANAGEMENT SUMMARY

Organization Chart. The Proposer shall provide an organization chart showing the organization of the home office, branch offices, joint venture offices, subcontracted services, and staff that the Proposer expects will be available to perform the tasks of an Individual Work Order.

Responsible Contact – This RFP. The Proposer shall provide the names, titles, addresses, telephone numbers, and e-mail addresses of the individuals who are responsible for preparing this RFP and responding to questions concerning the Proposal.

Responsible Contact – Future RFPs for IWOs. The Proposer shall provide the names, titles, addresses, telephone numbers, and e-mail addresses of the individuals who will be responsible for receiving Requests for Proposals for Individual Work Orders and for preparing and submitting responses to those RFPs.

Work Order Management & Performance. Assuming that the Proposer will be selected to execute a Contract and will be successful in obtaining Individual Work Orders, the Proposer shall provide a narrative discussing how the firm will manage Individual Work Orders and performance of the tasks required.

Home Office, Branch Offices, & Subcontracted Services. The Proposer shall explain how the firm’s main office, any branch offices, and any subcontracted services will assign staff and meet the needs of individual Universities.

During execution of a Contract, the Prime Professional shall provide proper communication, coordination, control, interdisciplinary review, final accountability, and liability for accomplished design and services provided by any member of the team, whether Prime Professional, Joint Venture Partner, or Subconsultants.

Proposals shall demonstrate how the Prime Professional and other team members will be responsible to each other to perform in the best interest of the System.

In the Proposal, each entity of the team, whether Prime Professional, Joint Venture Partner, or Subconsultant, shall commit to the execution of the Contract in a manner that is in the best interest of the System.

Any contracts concerning Joint Ventures and Subconsultants shall be submitted to the System or University upon request of the System or University.

During the execution of the Contract, failure to adequately meet this commitment may adversely affect a firm’s ability to obtain additional work under the Contract, and possibly result in Contract Termination, at the discretion of the System.


TAB 7 OTHER INFORMATION

Photographs And Other Materials. In addition to the information listed above, photographs and/or other materials may be provided to show the applicability of the firm’s experience in the Categories of Services that are being proposed.

Any other information thought to be relevant, but not applicable to the enumerated categories, should be provided as an appendix to the Proposal.

All addenda received shall be acknowledged and made part of the submission to be considered in compliance with the provisions of the RFP.

End of Part IV


PART V

CRITERIA FOR SELECTION

V-1. SELECTION PROCESS

All Proposals submitted are subject to review by a Selection Board and a Negotiating Board. The board members are free to make judgments concerning any Proposal based on the member’s experience, interpretation of information contained in Proposals, and information known by and available to the System.

All recommendations for selection made by the Boards shall be final pursuant to the Act 188 of 1982 (24 P.S. §§ 20-2001A, et seq.).

A. SELECTION BOARD

The Selection Board will review the qualifications of interested Professionals and identify the Professionals deemed to be the most highly qualified to provide the services required.

The Selection Board will base reviews on selection criteria established by the Board.

The Selection Board will rank the identified firms in priority order by qualifications, and for-mally transmit the results to the Negotiation Board.

B. NEGOTIATION BOARD

The Negotiation Board will negotiate billable rates and overhead rates with the top selected firms in order of preference.

The Negotiations Board will open negotiations with firms of lower preference only if billable rates cannot be established with the firm of higher preference.

C. LEGISLATED CRITERIA

The System is mandated by

Act 188 of 1982 (24 P.S. §§ 20-2001A, et seq.) and Act 57 of 1998 (62 Pa.C.S.A. 101 et seq.), Commonwealth Procurement Code,

to perform the selection of architects and engineers with consideration given to, but not limited to, the following factors:

(1) Equitable Distribution of contracts among qualified architects and engineers;

(2) Capability To Perform the design and construction services for the contract being considered;

(3) Geographic Proximity of the architect or engineer to the proposed facility;

(4) Ability of the architect or engineer to furnish the necessary available manpower to perform the services required by the project; and

(5) Any Other Related Circumstances peculiar to the proposed contract.


V-2. EVALUATION CRITERIA

For proposals that have been submitted in accordance with Part IV of this RFP, the following areas will be considered in evaluating Proposals and making selections:

A. UNDERSTANDING THE PROBLEM

This refers to the Professional’s understanding of the System’s needs and objectives that generated this RFP and the nature and scope of the work involved.

B. PROFESSIONAL QUALIFICATIONS

This refers to the Professional’s ability to meet the RFP terms.

Evaluations will consider:

The quality and relevance of similar services that have been completed by the Professional and how those projects/services relate to the System’s needs and objectives.

How recently those similar services have been performed.

The Professional’s ability to provide services for the Categories of Services proposed, including but not limited to:

Experience in applying the principles of Crime Prevention Through Environmental Design (CPTED)

Experience in applying the principles of Leadership in Energy and Environmental Design (LEED)

Associations with subcontracted firms.

Other criteria established by the Selection Board.

References may be contacted.

C. PERSONNEL QUALIFICATIONS

This refers to the competence of individual professional personnel who would be assigned to projects.

Qualifications of individual professional personnel will be evaluated on the basis of their education, experience, and credentials with particular emphasis given to their experience with projects and services similar to those described in the RFP. Strong consideration will be given to the qualifications of those individuals who will be responsible for managing the engagement.

D. ABILITY TO RESPOND EXPEDITIOUSLY

This considers the Professional’s ability to respond expeditiously to the System’s needs. Items considered will be home office location, branch and field office location, size of staff, and other similar items.

The Professional shall specifically address this with respect to the Universities at which the Professional has selected on the Qualification Matrix.

End of Part V


http://www.uclaextension.edu/unex/courselistings/course_display/CourseDetails.cfm?course_title=Leadership%20in%20Energy%20and%20Environmental%20Design%20(Online)&course_number=X%20407.15&CFID=9287890&CFTOKEN=40690583&j20040521112320=&heading_code=N3443110&dept=Engineering&inweb=1

APPENDIX 1

QUALIFICATION MATRIX

&

MAP OF UNIVERSITIES

RFP SSHE-PROF-2004-1 Appendix 1 – Qualification Matrix & Map Of Institutions

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RFP SSHE-PROF-2004-1 Appendix 1 – Qualification Matrix & Map Of Institutions

APPENDIX 2

PA BUSINESS CERTIFICATION FORM

RFP SSHE-PROF-2004-1 Appendix 2 – PA Business Certification Form

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RFP SSHE-PROF-2004-1 Appendix 2 – PA Business Certification Form

APPENDIX 3

SSHE FORM 150 ASP

APPLICATION FOR SPECIFIC PROJECT

RFP SSHE-PROF-2004-1 Appendix 3 – SSHE Form 150 ASP

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RFP SSHE-PROF-2004-1 Appendix 3 – SSHE Form 150 ASP

APPENDIX 4

CONTRACT FORM

RFP SSHE-PROF-2004-1 Appendix 4 – Contract Form

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RFP SSHE-PROF-2004-1 Appendix 4 – Contract Form

rfp for professional services passhe-prof-2005

Business

sshe form

scope of professional

contract form rfp ssheprof

chancellorrfp ssheprof

expeditiouslyrfp ssheprof

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system participationi

various professional