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PNBGSBt!Svsbm!Qsphsbnt!Csbodi/ Dfsujgjdbujpo 2/!Uif!Qspkfdu!bt!eftdsjcfe!jo!uif!Bhsffnfou!ibt!cffo!dpnqmfufe< 3/!Uif!Sfdjqjfou!jt!jo!dpnqmjbodf!xjui!bmm!pg!uif!ufsnt!boe!dpoejujpot!pg!uif!Bhsffnfou!gps!uif!Qspkfdu< !!!!boe 4/!Uifsf!ibwf!cffo!op!pwfsqbznfout!cz!PNBGSB!ps!boz!puifs!pshboj{bujpo!ps!hpwfsonfou/ Uif!voefstjhofe!xbssbout!uibu!uiftf!tubufnfout!bsf!usvf/ Obnf!pg!Bvuipsj{fe!Pggjdjbm!)Qsjou*; Tjhobuvsf; Ebuf; 45!pg!45 County of Elgin 450 Sunset Drive St. Thomas, Ontario N5R 5V1 Canada Phone: 519-631-1460 www.elgin-county.on.ca County of Elgin 450 Sunset Drive St. Thomas, Ontario N5R 5V1 Canada Phone: 519-631-1460 www.elgin-county.on.ca County of Elgin 450 Sunset Drive St. Thomas, Ontario N5R 5V1 Canada Phone: 519-631-1460 www.elgin-county.on.ca 2/ 3/ 4/ 5/ 6/ 7/ County of Elgin 450 Sunset Drive St. Thomas, Ontario N5R 5V1 Canada Phone: 519-631-1460 www.elgin-county.on.ca 8/ 9/ :/ 21/ 22/ 23/ County of Elgin 450 Sunset Drive St. Thomas, Ontario N5R 5V1 Canada Phone: 519-631-1460 www.elgin-county.on.ca CONSTRUCTION MANAGER TERRACE LODGE REDEVELOPMENT MOHLTC B&C BED DEVELOPMENT REQUEST FOR PROPOSAL No. 2019-18 Closing Date and Time: May 16, 2019 @ 3:00 p.m. (local time) Issue Date: April 24, 2019 County of Elgin 450 Sunset Drive nd 2 Floor, Financial Services St. Thomas, ON N5R 5V1 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT INDEX DEFINITIONS AND INTERPRETATIONS ................................................................................................... 3 SECTION 1.0 - INFORMATION TO PROPONENTS .................................................................................. 4 1.1Introduction and Background....................................................................................... 4 1.2 Proposal Format and Delivery ...................................................................................... 4 1.3 Designated Official ........................................................................................................ 5 1.4 Questions / Inquiries..................................................................................................... 5 1.5 Site Tour & Information Meeting ................................................................................. 5 1.6 Addenda ........................................................................................................................ 6 1.7 RFP Schedule of Events ................................................................................................. 6 1.8 Notice of No Response................................................................................................. 6 SECTION 2.0 - TERMS OF REFERENCE .................................................................................................... 7 2.1 Proposed Development................................................................................................ 7 2.2 Building Design and Schedule ....................................................................................... 7 2.3 Construction Manager’s Services and Responsibilities................................................ 7 2.4 Construction Scope....................................................................................................... 8 2.5 Preliminary Project Schedule ........................................................................................ 9 2.6 Construction Cost Budget............................................................................................. 9 2.7 Property Owner ............................................................................................................ 9 2.8 Bonds ........................................................................................................................... 10 2.9 Insurance..................................................................................................................... 10 2.10 Regulations .................................................................................................................. 10 2.11 Sub-trades ................................................................................................................... 10 SECTION 3.0 - PROPOSAL REQUIREMENTS......................................................................................... 11 3.1Proposal Submissions................................................................................................. 11 3.2Proposal Submission Requirements – ENVELOPE 1...................................................11 3.3Financial Submission Requirements - ENVELOPE 2...................................................12 3.4Evaluation Process......................................................................................................12 3.5Evaluation Criteria.......................................................................................................13 3.6Ratings.........................................................................................................................13 3.7Presentation and Interview........................................................................................15 SECTION 4.0 - GENERAL CONDITIONS ................................................................................................. 16 4.1 Rights of the County ................................................................................................... 16 4.2 Conflict of Interest ...................................................................................................... 16 4.3 Modified Proposals ..................................................................................................... 17 4.4 Disqualification of Proponents ................................................................................... 17 4.5 Confidentiality ............................................................................................................. 17 4.6 Proposal Assignments................................................................................................. 17 1 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT 4.7 Purchasing Policy ........................................................................................................ 18 4.8 Failure to Perform ....................................................................................................... 18 4.9 Agreement.................................................................................................................. 18 4.10 Insurance Requirements ............................................................................................. 18 4.11 Indemnification........................................................................................................... 19 4.12 Compliance with the Accessibility for Ontario with Disabilities Act 2005 ................. 19 4.13 Disqualification............................................................................................................ 19 4.14 Record and Reputation ............................................................................................... 20 4.15 Proponent’s Costs....................................................................................................... 20 4.16 Legal Matters and Rights of the County ..................................................................... 21 4.17 Human Rights, Harassment and Occupational Health and Safety ............................ 22 4.18 Clarification ................................................................................................................. 22 4.19 Supplementary Information ....................................................................................... 22 4.20 Default / Non-Performance ........................................................................................ 22 SECTION 5.0 - FORM OF PROPOSAL .................................................................................................... 23 5.1 DECLARATION ............................................................................................................. 23 5.2 FEE PROPOSAL PRICE FORM ....................................................................................... 24 APPENDIX A – CCDC5B AMENDMENTS ............................................................................................... 27 RETURN ADDRESS LABEL – ENVELOPE 1............................................................................................. 29 RETURN ADDRESS LABEL – ENVELOPE 2............................................................................................. 30 MMMC CONCEPT DRAWINGS & STAGING PLAN …………………………………………………..…….. Attached 2 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT DEFINITIONS AND INTERPRETATIONS The following definitions apply to the interpretation of the Request for Proposal Documents; 1.“Addenda or Addendum” means such further additions, deletions, modifications or other changes to any Request for Proposal Documents. 2.“Architect” refers to MMMC Architects, the County’s Architect and Prime Consultant for this project. 3.“Authorized Person” means; i.For a Proponent who is an individual or sole proprietor that person. ii.For a Proponent which is a partnership, any authorized partner of the Proponent. iii.For a Proponent which is a corporation: a)any officer of director of the corporation; and b)any person whose name and signature has been entered on the document submitted with the Request for Proposal, as having been authorized to participate in the completion, correction, revision, execution, or withdrawal of the submission, whether that person is or is not an officer or director. iv.For a Proponent that is a joint venture, the submission shall be signed by a person for and on behalf of each joint venture or, if they warrant that they have the authority vested in them to do so, one person so authorized may sign on behalf of all joint venture’s. 4.“Construction Manager” means the Proponent whose proposal has been approved by the County and who will complete the project. 5.“County” refers to the Corporation of the County of Elgin. 6.“Designated Official” refers to the Purchasing Coordinator for the County of Elgin. 7.“Proposal” means the Response in the form prescribed by this Request for Proposal Document and completed and submitted by a Proponent in response to and in compliance with the Request for Proposal. 8.“Proponent” means the legal entity submitting a proposal. 9.“Request for Proposal (RFP)” means the document issued by the County in response to which Proponents are invited to submit a proposal that will result in the satisfaction of the County’s objectives in a cost effective manner. 10.“Successful Proponent” means the Proponent whose proposal has been approved by the County. 3 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT SECTION 1.0 - INFORMATION TO PROPONENTS 1.1 Introduction and Background The County of Elgin is inviting proposals from Construction Managers to undertake the redevelopment of Terrace Lodge Long Term Care Home. The site is located at 475 Talbot Street East in Aylmer, Ontario where the County currently operates the 100 bed Home. The existing LTC Home will remain fully operational throughout the phased addition and renovation. The successful Construction Management firm will possess the requisite technical skills to deal with the matters to be addressed in the following tasks and will be required to work directly with County staff, the public and other agencies in a professional manner. The firm, in addition to technical qualifications, must exhibit skills such as timeliness, diplomacy, tact, strong communication ability and an understanding of the County. To be considered, a proponent’s average annual construction value for the past 3 years must exceed $15M Canadian annually. Further information regarding the scope of work is included in Section 2.0. 1.2 Proposal Format and Delivery Proponents are required to submit one (1) original hardcopy and one (1) electronic copy of their proposal in two separate envelopes as described in section 3.0. All copies must be delivered to the County of nd Elgin, 450 Sunset Drive, 2 Floor, Financial Services, St. Thomas, ON, N5R 5V1. Proposals must be received no later than 3:00 p.m. on May 16, 2019. Proposals received at 3:00 p.m. as shown on the time stamp in the Financial Services Department are “on time” and will be accepted. Proposals received at 3:01 p.m. or later, as shown on the time stamp in the Financial Services Department will be considered late, will be rejected and returned unopened to the respective Proponent. The time stamp in Financial Services Department is the official time for the deadline for submission. No other clock or source of time will be recognized when considering the submission date and time of proposals to Financial Services. This is a sealed proposal. All proposals shall be submitted in two separate sealed envelopes as described in section 3.0 with the submission label as provided firmly affixed to the outside of the envelope or package. All envelopes or packages must have Proponent's name and address where indicated and envelopes must be sealed. Proposals will be officially opened after the closing time. Only the names ofthose Proponents submitting a proposal will be read out at the public proposal opening. No prices are to be read out, however, only once the award is made and approved by Council, the report recommending such award shall be a matter of public record, unless otherwise determined by Council. A Proponent may request that their proposal be withdrawn. Withdrawal shall only be allowed if the Proponent makes the request in writing and the request is delivered to the Designated Official before the RFP closing time. 4 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT Proposals confirmed as withdrawn shall be returned unopened to the Proponent. The withdrawal of a proposal does not disqualify a Proponent from submitting another proposal prior to the closing time. The County shall not be liable for any cost of preparation or presentation of proposals, and all proposals and accompanying documents submitted by the Proponent become the property of the County and will not be returned. There will be no payment to Proponents for work related to, and materials supplied in the preparation, presentation and evaluation of any proposal, nor for the Contract negotiations whether they are successful or unsuccessful. The County, its elected officials, employees and agents shall not be responsible for any liabilities, costs, expenses, loss or damage incurred, sustained or suffered by any Proponent, prior or subsequent to, or by reason of the acceptance, or non-acceptance by the County of any proposal, or by reason of any delay in the acceptance of any proposal. 1.3 Designated Official For the purpose of this contract Mike Hoogstra, Purchasing Coordinator for the County is the “Designated Official” and shall perform the following functions: releasing, recording, and receiving proposals, recording and checking of submissions; answering queries from perspective proponents, considering extensions of time, reviewing proposals received, ruling on those not completing meeting requirements and coordinating the evaluation of the responses. 1.4 Questions / Inquiries All inquiries regarding this RFP shall be directed through the Bidding System online by clicking on the “Submit a Question” button for this bid opportunity. All questions shall be submitted in writing with ample time before the deadline for submissions. Questions submitted through the bidding system are directed to the Designated Official. The deadline for submitting questions is May 9, 2019 at 12:00 p.m. (noon). No clarification requests will be accepted by telephone. Responses to clarification requests will be provided to all interested parties.Inquiries must not be directed to other County employees or elected officials. Directing inquiries to other than the Designated Official may result in your submission being rejected. 1.5 Site Tour & Information Meeting A non-mandatory site tour and Proponent’s Information meeting is scheduled for 12:00 p.m. (noon) on Friday, May 3, 2019 at Terrace Lodge LTC Home located at 475 Talbot Street East in Aylmer. Proponents shall meet at the main entrance of the Home. Proponents are asked to limit representation to one person per Proponent. 5 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT 1.6 Addenda The Designated Officialwill issue changes to the RFP Documents, which may include amendments to the submission deadline or changes in the Scope of Work or Qualifications of Proponents, by addendum only. No other statement, whether oral or written, made by the County will amend the RFP Documents. The County will make every effort to issue all addenda no later than three (3) days prior to the closing date. The Proponent shall not rely on any information or instructions from the County or a County Representative except the RFP Documents and any addenda issued pursuant to this Section. The Proponent is solely responsible to ensure that it has received all addenda issued by the County. Proponents may in writing seek confirmation of the number of addendum issued under this RFP from the Designated Official. All Proponents are advised that any Addenda issued will only be posted on the bidding system website: https://elgincounty.bidsandtenders.ca It is the sole responsibility of each Proponent to check the website for any and all Addenda that have been issued for this RFP. The Proponent shall acknowledge receipt of all addenda on the Form of Proposal – Declaration Form. Failure to complete the acknowledgement may result in rejection of the proposal. 1.7 RFP Schedule of Events The RFP process will be governed according to the following schedule. Although every attempt will be made to meet all dates, the County reserves the right to modify or alter any or all dates at its sole discretion by notifying all Proponents in writing at the address indicated in the completed RFP submitted to the County. Issue RFP: April 24, 2019 Site Tour:May 3, 2019 Last Date for Questions:May 9, 2019 RFP Close: May 16, 2019 Interviews/Presentations: June 3, 2019* Award of Contract:June 11, 2019* *Dates noted above are an approximation only and are subject to change. 1.8 Notice of No Response If you are unable, or do not wish to provide a proposal, please complete a notice of no response form in the bidding system. It is important to the County to receive a reply from all Proponents. 6 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT SECTION 2.0 - TERMS OF REFERENCE 2.1 Proposed Development The site is located at 475 Talbot St. E. Aylmer, where The County of Elgin is currently operating a LTC Home. The existing 100 bed LTC will remain fully operational throughout the phased Addition and Renovation of the existing LTC Home. Approval to proceed into construction is contingent on approval by the Ministry of Health and Long Term Care (MOHLTC). Conceptual construction phasing floor plans are attached. 2.2 Building Design and Schedule The scope of work includes construction of a 2-storey non-combustible addition with an area of approximately 33,400 gsf; phased major renovations of the existing bedroom wings, as well as targeted phased renovations in the shared common area. Site work may include upgrading of the hydro service, new emergency generator, grading and asphalt parking areas and landscape site improvements including landscaped resident courtyards. The CM is expected to make value engineering recommendations on the addition structure. 2.3 Construction Manager’s Services and Responsibilities TheConstruction Manager agrees to provide at a minimum the services set forth in GC2-Construction Manager’s Services; of CCA Document No.5-1988. In addition, the Construction Manager will perform the following services: a)Perform the normal duties of a “General Contractor”. b)Perform all contractual, procedural and administrative discussions with subtrades and suppliers. c)Prepare, schedule, issue subtrade Bid packages and receive subtrade Bids. Award trade contracts in the name of the Construction Management firm to the successful subtrades and suppliers. d)Prepare all communications in the form of Proposed Changes (Change Notices), Quotations, Change Orders, Instructions, Progress Payments, with the subtrades and suppliers. e)Prepare and monitor construction schedule, budgeting and estimating. Prepare monthly progress billings, monthly schedule updates and quarterly budget updates (projection of the cost to complete). f)Issue cheques to subtrades and suppliers, in the name of the Construction Management firm, upon receipt of commensurate payments by the Owner. g)Chair and coordinate regular on-site bi-weekly construction site meetings, subtrade meetings and safety meetings. Chair and coordinate regular on-site weekly construction site meetings in the last 2 months prior to occupancy of each phase. h)Receive, stamp, thoroughly review and comment for consistency with the construction documents, and process shop drawings. 7 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT i)Coordinate the work of all subtrades and suppliers. j)Coordinate the services of Inspection and Testing Companies. k)Assume the responsibility on the Owner’s behalf as the “Constructor” under the Ontario Occupational Health and Safety Act (OHSA). “Constructor” means an entity that undertakes a project for an Owner, and includes an Owner who undertakes all or part of a project when contracted with more than one contractor at the same time, on the same site. l)Subtrades and suppliers on all subjects pertaining to the Work shall deal only through the Construction Manager. In no instance will the subtrades or suppliers deal directly with the Owner, Architect, Engineer or their representatives. m)Daily co-ordination meeting with Owner’s on-site rep throughout construction, given the proximity of LTC residents. Twice daily co-ordination meetings with Owner’s on-site rep in the last 2 months of construction to coordinate with Owner’s staff stocking the building, staff training and third party Vendors installing furniture, supplies, equipment, and IT systems. 2.4 Construction Scope Services in your CM Fixed Fee must include the following, to the extent required to fully respond to the project complexity and schedule; project manager, assistant project manager, project coordinator, estimating, accounting, management and scheduling of all subtrades & suppliers, site superintendent, assistant site superintendent, site layout for all subcontractors; supervision, coordination and direction of all subtrades & suppliers, general superintendent, safety manager, safety coordinator, site safety inspections, progress billings (refer to Section 2.3). Base fee must also include all ‘overtime’, including weekend, evening, and overnight work on the part of both office and site staff, without additional cost, as required to meet the schedule. In the Pre-construction Stage, the construction manager’s scope of work includes; 1.Schematic Design (SD); provide Class D elemental cost estimate, review and comment on the construction budget, evaluate the design and providing assistance to Owner and design team in proposing potential alternate materials and systems aligned to the construction budget; and assistance to Owner in preparation of overall project budget. In the SD phase, the CM’s senior estimator is required to attend 2 consultant coordination meetings at MMMC Brantford. 2.Design Development (DD); provide Class C elemental cost estimate at 50% Design Development; evaluation of alternate materials and systems as required to align cost estimate with construction budget; and assistance to Owner in updating overall project budget. In the DD phase, the CM’s senior estimator is required to attend 4 consultant coordination meetings at MMMC Brantford. 3.Construction Documents (CD); provision of Class B cost estimate at 30% Construction Documents, Class A cost estimate at 66% Construction Documents; evaluation of alternate materials and systems as required to align cost estimate with construction budget; and assistance to Owner in updating overall project budget. In the CD phase, the CM’s senior estimator and the CM’s project manager are each required to attend 4 different consultant coordination meetings (total of 8 during CD) at MMMC Brantford. 8 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT 4.Bidding (B); prepare list of subtrades to be invited, for Owner and consultant review and comment, issue and receive subtrade packages. Balance bids and prepare report recommendation for each subtrade package. 5.Each of the Class D, Class C, Class B, and Class A estimates, are to be completed within three weeks of receiving the consultants design documents. 6.Refer to standard CCDC5B for CM’s other typical services during the pre-construction stage. 2.5 Preliminary Project Schedule The anticipated project schedule will be as follows: Phase 1 Construct Addition Jul 2020 to Nov 2021 (16 mon) FF&E/Stock/Train/Pre-occupancy Insp/Move Dec 2021 ( 1 mon) stnd Phase 2 North Wing 1 & 2Floor Renovate Jan 2022 to Aug 2022 ( 8 mon) FF&E/Stock/Train/Pre-occupancy Insp/Move Sept 2020 ( 1 mon) st Phase 3 South Wing 1 Floor Renovate Oct 2022 to Mar 2023 ( 6 mon) FF&E/Stock/Train/Pre-occupancy Insp/Move Apr 2023 ( 1 mon) nd Phase 4 South Wing 2 Floor RenovateMay 2023 to Oct 2023 ( 6 mon) FF&E/Stock/Train/Pre-occupancy Insp/Move Nov 2023 ( 1 mon) Substantial Performance Dec 2023 Construction commencement is tentatively identified as July 2020 with subtrade bid packages issued in March 2020 and close to the CM in April 2020, to realize a fully-operational building no later than the end of November 2023 (the 40 months elapsed construction includes time for correction of all deficiencies), rd party vendor fit-up of FF&E and IT systems. The July 2020 construction start is contingent on as well as 3 receiving the necessary Municipal & MOHLTC approvals. 2.6 Construction Cost Budget The construction budget including CM fee, abatement, and site work, is $23,770,900 excluding HST. It is expected that the Construction Manager will work with the owner and consultants as an integral member of the Project Team to provide Value Engineering (VE), and cost estimates, to ensure the project is completed within budget and on time. 2.7 Property Owner For the purpose of WSIB Clearance Certificate information the registered property Owner isthe Corporation of the County of Elgin. 9 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT 2.8 Bonds A 50% Performance Bond and a 50% Labour and Material Payment Bond, for the entire construction cost (including coverage for all subtrades & suppliers), will be required after award of CM Services. Although the cost to provide the 50% Performance Bond and 50% Labour and Material Payment Bond is not in the CM base fee, the unit rate quoted on the Pricing Form will set the cost per $1000. 2.9 Insurance Proof of insurability will be required from the selected CM as a pre-condition in advance of award. Although the cost to provide Insurance is not in the CM base fee, the unit rate quoted on the Pricing Form will set the cost per $1000, and will be based on non-combustible construction. 2.10 Regulations The Construction Manager must comply with the following: -Comply with provisions of Workplace Safety and Insurance Act. -Comply with provisions of Vacation with Pay Act. -Comply with regulations of Unemployment Insurance Commission of Canada. -Include for, and pay, full scale of wages as may be recognized in the project locality for all trades involved and observe recognized conditions of employment and hours of work. 2.11 Subtrades The Owner reserves the right to both add and remove companies to the Construction Managers proposed list of subtrades. The Construction Manager will not award any subtrade contracts unless they are within the approved budget. 10 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT SECTION 3.0 - PROPOSAL REQUIREMENTS 3.1 Proposal Submissions All proposal submissions must be submitted in two separate envelopes with the submission labels as provided by the County of Elgin affixed firmly to the outside of each sealed envelope with all details completed as required on the labels. The term envelope shall have the same meaning as “package”. Both separately sealed envelopes shall be submitted at the same time. Any submissions which contain pricing information in Envelope 1 will be rendered informal and will be disqualified. All information related to fees and expenses must be submitted in Envelope 2 only. Failure to include the submission requirements may result in your proposal being disqualified. 3.2 Proposal Submission Requirements – ENVELOPE 1 The first address label entitled “Technical Proposal” shall be firmly affixed to outside of envelope one. This envelope shall contain one (1) hard copy of the proposal with original signature(s)and one (1) electronic copy. The submission shall be no longer than fifteen (15) single sided pages (Arial 12 font or equivalent), excluding the CCDC 11-2016 and Curricula Vitae. The proposal submissions must include at a minimum the following information and shall be submitted in the same sequence in order to be considered responsive. a)Section 1: Overview A narrative demonstrating the firm’s understanding of the full scope of services, reasons why the Proponent is interested in taking on this project and its familiarity with the County of Elgin. The Proponent shall identify issues and risks associated with the project, including deviations to the project plan and how they would handle and manage the risks through the course of the project. b)Section 2: Completed CCDC 11 – 2016 Contractor’s Qualification Statement Provide a completed CCDC 11 – 2016 Contractor’s Qualification Statement. To be considered, a proponent’s average annual construction value for the past 3 years must exceed $15M Canadian annually. c)Section 3: Company Profile Provide a complete company profile including the resumes and relevant experience (while employed by the proponent) of the proposed project manager, site superintendent, & assistant site superintendent. Provide confirmation that the individuals that will serve as the key personnel for the duration of the project assignment are available to work on this project. Provide prime consultant contact info for the Project Manager & Site Superintendent last two completed projects, delivered under any construction model, with CM experience being preferred. 11 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT d)Section 4: Company Experience Provide examples of the most recent similar completed LTC and healthcare projects, including name of project; approximate gsf; construction cost as bid and final construction cost; original schedule and actual schedule in weeks, occupancy date (final phase), owner name and contact; and the prime consultants contact info including current email address and phone number. e)Section 5: WSIB ‘Workplace Injury Summary Report’ Provide a ‘Workplace Injury Summary Report’ from the Workplace Safety and Insurance Board. Provide the most recent edition. f)Form of Proposal - Declaration Include a signed and completed copy of the Form of Proposal – Declaration in envelope 1. 3.3 Financial Submission Requirements - ENVELOPE 2 The second address label entitled “Financial” shall be firmly affixed to the outside of envelope two. This envelope shall contain the following: a)One (1) completed and executed hardcopy of the Price Form (electronic copy not required). Your proposal must clearly state which services are not included in your financial proposal. b)Information on existing and any known upcoming Union Standing Agreements The Price Form and Union Standing Agreements shall be submitted in a sealed envelope separate from the TechnicalRequirements. 3.4 Evaluation Process Each proposal will be evaluated on its clarity and the demonstrated understanding of the Project requirements, the services proposed and timeframes, as well as the proponent’s experience and the anticipated benefit to Elgin County. A short list of firms may be created for purposes of an interview or presentation, should this be required. Proponents may be contacted to explain or clarify their proposals; however, they will not be permitted to alter information as submitted. An Evaluation Committee will be established from members of the County of Elgin or any others as deemed necessary. Proposals will be evaluated on the basis of all information provided by the Proponent. Each proposal will be reviewed to determine if the proposal is responsive to the submission requirements outlined in the RFP. Failure to comply with these requirements may deem the proposal non-responsive. Selection of a proposal will be based on (but not solely limited to) the following criteria and any other relevant information provided by the Proponent at the time of submission as well as any additional information provided during subsequent meetings with the Proponent. 12 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT In recognition of the importance of the procedure by which a Proponent may be selected, the following criterion outlines the primary considerations to be used in the evaluation and consequent awarding of this project (not in any order). The County reserves the right to evaluate and rank each submission using criterion noted. Actual scores will be confidential. To be considered for evaluation, a Proponent’s average annual construction value for the past 3 years must exceed $15 million Canadian annually. Proponents that cannot meet this requirement will not be evaluated. The Owner and/or consultant reserve the right to request confidential references for any of the proponent's projects listed in the CCDC11, as well as any of the proponents other projects, and factor the ratings from all references, whether completed or in construction. The criteria below, outlines the broad specification for the proposed contract. The proposal submissions contained in Envelope 1 will provide the necessary information required to evaluate the submissions. The firms achieving a minimum score of 60/80 will be shortlisted and Envelope 2, (Financial) will be opened for consideration. 3.5 Evaluation Criteria Proposals will be evaluated based on the following weighted evaluation factors: a)First Phase Scoring (Envelope 1) Maximum Rated Criteria Weight Points Previous experience on similar projects 15 Capabilities of Team Members 25 Submission Content 10 Evidence of budget and schedule control 10 References 20 b)Second Phase Scoring (Envelope 2) Fees 20 Total Score 100 3.6 Ratings For consistency, the following table describes the characteristics attributable to particular scores between 0-10. 13 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT 0 Unacceptable Did not submit information Very 1-2 Very poor to unsatisfactory Unsatisfactory Minimally addresses some, but not all of the requirement of the criteria. 3 Unsatisfactory Lacking in critical areas Somewhat Addressesmost of the requirements of the criteria tothe minimum 4 Unsatisfactory acceptable level.Lacking in critical areas. Addressesmost, but not all, of the requirementsof the criteria to the Somewhat 5 minimum acceptable level. May be lacking in some areasthat are not Satisfactory critical. Adequately meets most of the requirements of the criteria. May be 6 Satisfactory lacking in someareas that are not critical. 7 GoodMeets all requirements of the criteria. 8 Very GoodSomewhat exceeds the requirements of the criteria. 9 ExcellentExceedsthe requirements of the criteria in ways that are beneficial. Proposalexceeds therequirements of the criteria in superlative ways / 10 Outstanding verydesirable. The firms achieving a minimum score of 60 will be shortlisted and Envelope 2, (Financial) will be opened for consideration. Second Phase of Rating - The lowest fee proposed shall be awarded the full amount of points available for the fee portion of the evaluation. All higher fees proposed shall be awarded points, rounded to the closest full point for the fee portion of the evaluation by the following: Lowest Fee ÷ Proposed Fee x Maximum Points = Total Cost Points. It should be emphasized that pricing is only one of the factors being considered in determining the most suitable Consultant. In submitting a proposal, the Proponent acknowledges the County’s right to accept other than the lowest priced proposal and expressly waives all rights for damages or redress as may exist in common law stemming from the County’s decision to accept a proposalwhich is not the lowest price proposal, if it is deemed to be in the County’s best interest to do so. All qualified proposal submissions will be reviewed and evaluated. Additional information may be requested if necessary. Only the proposal response, CCDC 11-2016 document and Curricula Vitae requested will be evaluated. Proponents must include all relevant information in the required fifteen (15) page limit restriction. 14 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT 3.7 Presentation and Interview The County may have the two highest scoring Proponents attend an interview to present the evaluation team with additional insight into the Proponent’s ability to meet the requirements as requested in the RFP. The County reserves the right to interview moreor fewer than two Proponents based on the scoring results. Note- If the Owner elects to interview short listed proponents, the proposed Project Manager & Site Superintendent are to attend. The interviews would be conducted by the representatives of the Evaluation Committee at the County Administration Building, 450 Sunset Drive, St. Thomas, Ontario N5R 5V1. Senior staff members to be assigned to this project must be in attendance at the interview. Presentations shall follow this general format: Introduction of Proponents Project Team (5 minutes) Proponent Presentation of the Proposal (15 minutes) Questions from Interview Committee (10 minutes) Questions from Proponents (5 minutes) The Proponents will be notified of the final format and exact date and time for interviews / presentations in advance. For the interview portion of the evaluation (if required), the County of Elgin will be using the rating criteria shown below and will evaluate each short-listed Proponent only. Interview Criteria and Weighting (Second Stage if required): Criteria Category Weighted Points Presentation 25 Response to Questions10 Total Weighted Points 35 The score from the proposal evaluations and the Interview will be combined to determine an overall score. 15 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT SECTION 4.0 - GENERAL CONDITIONS 4.1 Rights of the County The County is not liable for any costs incurred by the Proponent in the preparation of their response to the RFP or selection interviews, if required. Furthermore, the County shall not be responsible for any liabilities, costs, expenses, loss or damage incurred, sustained or suffered by any Proponent, prior or subsequent to, or by reason of the acceptance, or non-acceptance by the County of any proposal or by reason of any delay in the award of the contract. The County reserves the right to accept any proposal, in whole or in part, that it feels most fully meets the selection criteria. Therefore, the lowest cost proposal, or any proposal may not necessarily be accepted. County staff shall evaluate all compliant proposals received by the closing timeand make evaluations and recommendations for acceptance. The County reserves the right to request specific requirements not adequately covered in their initial submission and clarify information contained in the Request for Proposal. The County reserves the right to modify any and all requirements stated in the Request for Proposal at any time prior to the possible awarding of the contract. The County reserves the right to cancel this Request for Proposal at any time, without penalty or cost to the County. This Request for Proposal should not be considered a commitment by the County to enter into any contract. The County reserves the right to enter into negotiations with the selected Proponent. If these negotiations are not successfully concluded, the County reserves the right to begin negotiations with the next selected Proponent. Proposals shall remain open and subject to acceptance for a period of ninety (90) days from closing date. In the event of any disagreement between the County and the Proponent regarding the interpretation of the provisions of the Request for Proposal, the Director of Financial Services or an individual acting in that capacity, shall make the final determination as to interpretation. No proposal shall be accepted from any person or Proponent who, has a claim or has instituted a legal proceeding against the County or against whom the County has a claim or has instituted a legal proceeding, without the prior approval of County Council. This applies whether the legal proceeding is related or unrelated to the subject matter of this RFP. 4.2 Conflict of Interest The Proponent declares that no person, firm or corporation with whom or which the Proponent has an interest, has any interest in this RFP or in the proposed contract for which this proposal is made. 16 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT The Proponent further declares that no member of the Council of the County of Elgin and no officer or employee of the County of Elgin will become interested directly or indirectly as a contracting party, partner, shareholder, surety, or otherwise in or in the performance of the Contract or in the supplies, work or business to which it relates, or in any portion of the profits thereof, or in any of the money to be derived there from. Should the Proponent feel that a conflict of interest or potential conflict of interest exists; the Proponent must disclose this information to the County of Elgin prior to the submission of a proposal. The County of Elgin may, at its discretion, delay any evaluation or award until the matter is resolved to the County of Elgin's satisfaction. The County of Elgin may allow a conflict of interest or potential conflict of interest to exist if it is satisfied that there are adequate safeguards in place and if the County of Elgin determines that it is in its best interests to do so. The County of Elgin reserves the right to disqualify a proposal where the County of Elgin believes a conflict of interest or potential conflict of interest exists. 4.3 Modified Proposals In the event that a preferred proposal does not entirely meet the requirements of the County, the County reserves the right to enter into negotiations with the selected Proponent, to arrive at a mutually satisfactory arrangement and to make any modifications to the proposal as are in the best interests of the County. 4.4 Disqualification of Proponents More than one proposal from an individual firm, partnership, corporation or association under the same or different names will not be considered. Collusion between Proponents will be sufficient for rejection of any proposals so affected. 4.5 Confidentiality The proposal must not be restricted by any statement, covering letter or alteration by the Proponent in respect of confidential or proprietary information. The County will treat all proposals as confidential. The County will comply with the Municipal Freedom of Information and Protection of Privacy Act, and its retention by-law pursuant to the Municipal Act, in respect of all proposals. All Public Reports approved by the Council of the County will become public information. 4.6 Proposal Assignments The successful Proponent will not be permitted to assign or transfer any portion of the proposal as submitted or the subsequent agreement without prior written approval from the County. 17 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT 4.7 Purchasing Policy Submissions will be solicited, received, evaluated, accepted and processed in accordance with the County’s Purchasing Policy as amended from time to time. In submitting a proposal in response to this RFP, the Proponent agrees and acknowledges that it has read and will be bound by the terms and conditions of the County’s Purchasing By-law. The Purchasing By-Law can be viewed on the County’s website, www.elgincounty.ca 4.8 Failure to Perform Failure to comply with all terms and conditions of this proposal, and failure to supply all documentation, as required herein, shall be just cause for cancellation of the award. The County shall then have the right to award this contract to any other Proponent or to re-issue this RFP. 4.9 Agreement A Letter of Intent will be issued so the CM may proceed shortly after selection. A written CCDC5B agreement,as amended and prepared by the County’s Architect shall be executed by the County and the successful Proponent to act on behalf of Owner, including but not limited to, the role and responsibility of ‘constructor’. As per Article A-8 Options, the ‘Appendix- Stipulated Price Option’ will be implemented as a Change Order, after the contract is signed and competitive subtrade Bids for all bid packages have been submitted and selected for award by the project team (Owner, CM & consultants). All unexpended allowances, contingency allowance, refundable deposits, discounts and all net cost savings will revert to the Owner. 4.10 Insurance Requirements Any agreement resulting from this RFP will contain at a minimum the following insurance requirements: a)Comprehensive general liability insurance including bodily injury and property damage liability, personal injury liability, completed operations liability, blanket contractual liability with a severability of interest and cross liability clause to a limit of no less than five million ($ 5,000,000) dollars in respect to any one occurrence.The above-mentioned policy shall be endorsed to include the County of Elgin as an Additional Insured. b)Non-owned Automobile liability policy to a limit of no less than two million ($2,000,000) dollars. c)The aforementioned policies of insurance shall contain or shall be subject to the following terms and conditions: be written with an insurer licensed to do business in Ontario; 18 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT be non-contributing with, and will apply only as primary and not excess to any other insurance or self-insurance available to Elgin County; contain an undertaking by the insurer to notify the County in writing not less than sixty (60) days before any material change in risk or cancellation of coverage. any deductible amounts shall be borne by the Proponent. The Proponent shall provide proof of insurance upon execution of the Agreement. Proof of insurance shall be in the form of Certificates of Insurance, in form and detail satisfactory to the County, signed by an authorized representative of the insurer. The Proponent will make available the complete original copies of all applicable insurance policies for examination if required by the County. Certificates of Insurance evidencing renewal or replacement of policies shall be delivered to the County of Elgin within fifteen (15) business days prior to the expiration or replacement of the current policies, without demand by the County. 4.11 Indemnification The successful Proponent shall indemnify and hold harmless the County of Elgin, its officers, Municipal Council, Employees and volunteers from and against any liabilities, claims, expenses, demands, loss, cost, damages, suits or proceedings by whomsoever made, directly or indirectly arising directly or indirectly by reason of a requirements of this agreement save and except for damage caused by the negligence of the County or their employees. 4.12 Compliance with the Accessibility for Ontario with Disabilities Act 2005 The Proponent shall ensure that all its employees and agents receive training regarding accessibility as outlined in the Accessible Customer Service Standard (Ontario Regulation 429/07) and the Integrated Accessibility Standards Regulation (Ontario Regulation 191/11). The Proponent is responsible to ensure that all of its employees, volunteers and others for which the Proponent is responsible are adequately trained. 4.13 Disqualification The County may, in its sole discretion, disqualify a proposal or cancel its decision to make an award under this RFP, at any time prior to the execution of the Agreement by the county, if, the Proponent fails to cooperate in any attempt by the County to verify any information provided by the Proponent in its proposal; the Proponent contravenes one proposal per Person or Entity; the Proponent fails to comply with the laws of Ontario or of Canada, as applicable; the Proposal contains false or misleading information; the Proposal, in the opinion of the County, reveals a material conflict of interest; the Proponent misrepresents any information contained in its proposal. 19 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT 4.14 Record and Reputation Without limiting or restricting any other right or privilege of the County and regardless of whether or not a proposal or a Proponent otherwise satisfies the requirements of this RFP, the County may disqualify any proposal from any Proponent, where; In the opinion of the County Solicitor or the Purchasing Coordinator for the County, the commercial relationship between the Corporation of the County of Elgin and the Proponent has been impaired by the prior and/or current act(s) or omission(s) of each Proponent, including but not limited to: a)Litigation with the County; b)The failure of the Proponent to pay, in full, all outstanding accounts due to the County by the Proponent after the County has made demand for payment; c)The refusal to follow reasonable directions of the County or to cure a default under a contract with the County as and when required by the County or it’s representatives; d)The Proponent has previously refused to enter into an Agreement with the County after the Proponent’s proposal was accepted by the County; e)The Proponent has previously refused to perform or to complete performance of contracted work with the County after the Proponent was awarded the contract; f)Act(s) or omission(s) of the Proponent has resulted in a claim by the County under a bid bond, a performance bond, a warranty bond or any other security required to be submitted by the Proponent on an RFP within the previous five years. In the opinion of County Councilor the Chief Administrative Officer, or their designate, there are reasonable grounds to believe that it would not be in the best interests of the County to enter into an Agreement with the Proponent, for reasons including but not limited to the conviction or finding of liability of or against the Proponent or its officers or directors and any associated entities under any taxation legislation in Canada, any criminal or civil law relating to fraud, theft, extortion, threatening, influence peddling and fraudulent misrepresentation, the Environmental Protection Act or corresponding legislation in other jurisdictions, any law regarding occupational health or safety or the Securities Act or related legislation. 4.15 Proponent’s Costs The Proponent shall bear all costs and expenses incurred by the Proponent relating to any aspect of its participation in this RFP process, including all costs and expenses related to the Proponent’s involvement in; the preparation, presentation and submission of its proposal; the Proponent’s attendance at the Proponent’s meeting; due diligence and information gathering processes; site visits and interviews; preparation of responses to questions or requests for clarification from the County; preparation of the Proponent’s own questions during the clarification process; and, agreement discussions. 20 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT The County is not liable to pay such costs and expenses or to reimburse or compensate a Proponent under any circumstances, regardless of the conduct or outcome of the RFP Process, including the rejection of all proposals or the cancellation of the RFP, and including any negligence of the County in the conduct of the RFP process. 4.16 Legal Matters and Rights of the County This RFP is not an offer to enter into either a bidding contract (often referred to as “Contract A”) or a contract to carry out the project (often referred to as “Contract B”). Neither this RFP nor thesubmission of a proposal by a Proponent shall create any contractual rights or obligations whatsoever on either the Proponent or the County. The County may at its sole discretion change or discontinue this RFP process at any time whatsoever. The County may in its sole discretion enter into negotiations with any person, whether or not that person is a Proponent or a Short-Listed Proponent with respect to the work that is the subject of this RFP. The County may at its sole discretion decline to evaluate any proposal that in the County’s opinion is incomplete, obscure or does not contain sufficient information to carry out a reasonable evaluation. Without limiting the generality of the RFP, the County may at its sole discretion and at any time during the RFP process; reject any or all of the Proposals; accept any Proposal; if only one Proposal is received, elect to accept or reject it; elect not to proceed with the RFP; alter the timetable, the RFP process or any other aspect of this RFP; and cancel this RFP and subsequently advertise or call for new Proposals for the subject matter of this RFP. In addition to and notwithstanding any other term of this RFP, the County shall not be liable for any damages resulting from any claim or cause of action, whether based upon an action or claim in contract, warranty, equity negligence, intended conduct or otherwise, including any action or claim arising from the acts or omissions, negligent or otherwise of the County and including any claim for direct, indirect or consequential damages, including but not limited to damages for loss of profit, loss of reputation, injury to property and bodily injury that results from the Proponents’ participation in the RFP process, including but not limited to; the disclosure of a Proponent’s confidential information; the costs of preparation of a Proponents Proposal, whether it is accepted, disqualified or rejected; any delays, or any costs associated with such delays, in the RFP process; any errors in any information supplied by the County to the Proponents; the cancellation of the RFP; and 21 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT the award of the contract to a Proponent other than the Proponent recommended by the Proposal Review Committee. 4.17 Human Rights, Harassmentand Occupational Health and Safety The Proponent shall be required to comply with the County’s policies regarding Human Rights, Harassment in the Workplace and Occupational Health and Safety. 4.18 Clarification The County may require the Proponent to clarify the contents of its proposal, including by the submission of supplementary documentation, or seek a Proponent’s acknowledgement of the County’s interpretation of the Proponent’s proposal. The County is not obliged to seek clarification of any aspect of a proposal. 4.19 Supplementary Information The County may, in its sole discretion, request any supplementary information whatsoever from a Proponent after the submission deadline including information that the Proponent could or should have submitted in its proposal prior to the submission deadline. The County is not obliged to request supplementary information from a Proponent. 4.20 Default / Non-Performance The County will reserve the right to determine “non-performance” or “poor quality” of service and further reserves the right to cancel any or all of this contract at any time should the Construction Manager’s performance not meet the terms and conditions of the RFPupon 30 days written notification to the Construction Manager. “Non-performance” shall mean the failure to meet the complete terms and conditions of this Contract including, but not limited to, the response time. In the event of such cancellation, the County retains the right to claim damages as a result of such default. If the County terminates the Contract, it is entitled to: a)withhold any further payment to the Construction Manager until the completion of the work and the expiry of all obligations under the Contract; and b)recover from the Construction Manager any loss, damage and expense incurred by the County by reason of the default (which may be deducted from any monies due or becoming due to the Construction Manager). 22 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT SECTION 5.0 - FORM OF PROPOSAL *To be included in Envelope ONE* 5.1 DECLARATION I/We the undersigned authorized signing officer of the Proponent, HEREBY DECLARE that no person, firm or Corporation other than the one represented by the signature (or signatures) of proper officers as provided below, has any interest in the proposal. I/We further declare that all statements, schedules and other information provided in this proposal are true, complete and accurate in all respects to the best knowledge and belief of the Proponent. I/We declare that this proposal is made without connection, knowledge, comparison of figures or arrangement with any other company, firm or persons making a proposal and is in all respects fair and without collusion for fraud. I/We further declare that no employee of the Corporation of the County of Elgin is or will become interested, directly or indirectly as a contracting party or otherwise in the supplies, work or business to which it relates or in any portion of the profits thereof, or in any such supplies to be therein or in any of the monies to be derived there from. I/We further declare that the undersigned is empowered by the Proponent to negotiate all matters with the Corporation of the County of Elgin's representatives, relative to this proposal. I/We further declare that the agent listed below is hereby authorized by the Proponent to submit this proposal and is authorized to negotiate on behalf of the Proponent. I/We further agree in submitting this proposal, we recognize the County may accept any proposal in whole or in part, or elect to reject all proposals. ACKNOWLEDGEMENT OF ADDENDA I/We have received and allowed for ADDENDA NUMBER _________________ in preparing my/our proposal. Insert #’s or “none” ____________________________________ Company Name ____________________________________ ___________________________________ Signature Print Name *To be included in Envelope One* NOTE: Failure to sign this page and return with your submission in envelope one will result in non- acceptance of your submission. 23 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT SECTION 5.0 - FORM OF PROPOSAL *To be included in Envelope TWO* 5.2 FEE PROPOSAL PRICE FORM We hereby offer to perform the work outlined in the Construction Management Request for Proposal, based on CCDC5B – 2010, including the supplementary Appendix “A” – Cost of the Work, and the services and responsibilities as outlined in Appendix “B”; as stated below. As per Article A-8, the ‘Appendix - Stipulated Price Option’ will be implemented as a Change Order, after the contract is signed and competitive subtrade Bids for all Bid Packages have been submitted and selected for award by the owner’s project team. 1.A Fee for Construction Management services for the Pre-Construction, Construction, and Post- Construction Phases of the project, including the services of all Office personnel, all On-site supervisory personnel, all Safety Inspections & Reports, Safety manager/ supervisor, and all overhead and profit, but excluding defined Cost of the Work (as amended by Appendix “A”). Fixed Fee for CM services includes all markups for overhead and profit on extras (and credits) resulting from changes throughout construction. 1.1CM Fixed Fee of $ ___________________________________________ dollars. ‘Construction cost’ is defined as the total of; costs based on competitive Bids for all subtrade packages, plus Division One Allowances (expected to be in the 8% range), plus a 3% construction contingency allowance on the foregoing, plus the construction managers fee, to arrive at the total ‘Construction cost’, excl HST. Unless there is a significant material change to the scope of work during construction, the Construction Management Fixed Fee will not be adjusted as a result of the actual construction cost and or construction schedule. 2.Item 2.1 to 2.3 are included in the Construction Management Fixed Fee, but are to be split out. Items 2.4 to 2.8 are not included in the Construction Management Fixed Fee. ItemDescription Fee 2.1All office, on-site and off-site personnel including equipment and job site trailer/office including furniture and equipment including computers, required to carry out all Construction Management and $ _____________ Per month Site Management duties (included in CM fixed fee above,includes amounts for 2.2 and 2.3 ) 2.2Site Superintendent, Layout, Assistant Site Superintendent, General Superintendent & Safety Manager/Coordinator $ _____________ Per month (included in 2.1 above) 2.3Job site trailer/office including furniture and equipment (included in 2.1 above).$ _____________ Per month 24 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT ItemDescription Fee 2.4 50% Performance & 50% Labor & Material Payment Bond Unit rate of $ ________/$1000 of const cost x 23,771 = $ _____________ Given the rate quoted for Bonds and Insurance is based on a 12 month period, and given the stated dollars construction duration is 31 months (2.58 years), the amount entered for item 2.4 unit rate should represent 1/2.58 (0.3876%) of the total cost for 50% Performance Bond & 50% Labor & Material Payment Bond over the 31 months of construction. 2.5 Contractors Liability Insurance Unit rate of $ ________/$1000 of const cost x 23,771 = $ _____________ Given the rate quoted for Bonds and Insurance is based on a 12 month period, and given the stated dollars construction duration is 31 months (2.58 years), the amount entered for item 2.5 unit rate should represent 1/2.58 (0.3876%) of the total cost for Contractor Liability Insurance over the 31 months of construction. 2.6 Wrap-Up Liability Insurance $5M/occurrence Unit rate of $ ________/$1000 of const cost x 23,771 = $ _____________ Given the rate quoted for Bonds and Insurance is based on a 12 month period, and given the stated dollars construction duration is 31 months (2.58 years), the amount entered for item 2.6 unit rate should represent 1/2.58 (0.3876%) of the total cost for Wrap-Up Liability Insurance over the 31 months of construction. 2.7 Builders Risk Insurance Unit rate of $ ________/$1000 of const cost x 23,771 = $ _____________ Given the rate quoted for Bonds and Insurance is based on a 12 month period, and given the stated dollars construction duration is 31 months (2.58 years), the amount entered for item 2.7 unit rate should represent 1/2.58 (0.3876%) of the total cost for Builders Risk Insurance over the 31 months of construction. 2.8 Contractors Pollution Liability Insurance Unit rate of $ ________/$1000 of const cost x 23,771 = $ _____________ Given the rate quoted for Bonds and Insurance is based on a 12 month period, and given the stated dollars construction duration is 31 months (2.58 years), the amount entered for item 2.8 unit rate should represent 1/2.58 (0.3876%) of the total cost for Contractors Pollution Liability Insurance over the 31 months of construction. Rate quoted above for Bonds and Insurance is based on a 12 month period, but the rates quoted above must be held for the duration of the project, and must include coverage of all subtrades and suppliers without any requirement for additional bonding from any subtrade or supplier. The value of both Bonds must be based on the ‘Construction cost’ as defined, which includes the full value of subcontracts (PO’s) awarded to all subtrades and suppliers (with whom the CM has a direct contractual relationship), as well as CM fee, and work provided by CM own forces. Changes to scope reconciled within the 3% construction contingency will not give rise to additional Bonding costs. Only the net amount of changes to scope that exceed the total of the 3% construction contingency plus unallocated/unexpended budget line items and/or allowances, would give rise to additional Bonding costs at the rate per $1,000 as quoted. 3.Identify a fixed fee for non-construction services (value engineering, estimating, scheduling, bidding, balancing bids & subtrade bid package reports) performed during the Pre-Construction Phase. Fixed fee for services performed during the Pre-Construction Phase is included in CM fixed fee quoted in line 1.1 above. Duration of this phase is approximately 12 months. A fixed fee of $ ______________________________________________ dollars 25 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT 4.Unit rates for personnel to include the following. All board and lodging costs, vehicle & truck cost, travel to and from job site (travel time may not be invoiced as Cost of the Work), small hand tools (excluding consumables), payroll charges, all other employee related costs and benefits. Personnel are to be assigned Work commensurate with their skill and charge out rate. As an example, a Carpenter is not to be assigned general cleanup. The hourly charge out rate is extrapolated below based on anticipated FTE’s for this project. Although award will factor in the extrapolated cost of line items 4.1, 4.2 and 4.3, only actual hours worked will be invoiced. 4.1Working Foreman Charge out Rate (for project duration) Unit rate of $.……/hour x 44 hours x 173 weeks x 1 FTE = $………....dollars 4.2Carpenter Charge out Rate (for project duration) Unit rate of $.……/hour x 44 hours x 173 weeks x 3 FTE = $………....dollars 4.3Laborer Charge out Rate (for project duration) Unit rate of $.……/hour x 44 hours x 173 weeks x 1 FTE = $………....dollars 5.Include separate letter on company letterhead listing all existing and any known upcoming Union Standing Agreements that would obligate the Owner to consider only bids from union subtrades for any given subtrade package. All amounts above, in Fee Proposal Pricing Form are Canadian funds, include all applicable taxes, except HST, and all expenses involved including Contractor's overhead of any kind, and profit. Your proposal must clearly state which services are not included in your financial proposal. ____________________________________ Company Name ____________________________________ ___________________________________ Signature Print Name *To be included in Envelope Two* NOTE: Failure to sign this page and return with your submission in envelope two will result in non- acceptance of your submission. 26 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT APPENDIX A – CCDC5B AMENDMENTS Appendix “A” – CCDC5B - 2010 is hereby amended as follows: ARTICLE A-7 COST OF THE WORK Paragraph 7.1.1 Add the following at the end of paragraph: “, but not including personnel included in the base fixed fee.” Working Foreman$……………/hour Carpenter$……………/hour Laborer$……………/hour” Paragraph 7.1.1(2) Delete entirely. Paragraph 7.1.1(3) Delete entirely. Paragraph 7.1.1(4) Delete entirely. Paragraph 7.1.2 Add the following at the end of paragraph: “and are included in unit rates of paragraph 7.1.1 above,” Paragraph 7.1.3 Delete entirely. Paragraph 7.1.7 Delete entirely. Note- the cost to provide (including rental) the job site trailer/office, is included in the Construction Manager’s base CM Fixed Fee. Paragraph 7.1.15 Revise to read: “Site charges only for long distance communication, …” Paragraph 7.1.17 Add the following at the end of paragraph: “excluding Safety Inspections & Reports, Safety manager/ supervisor.” Paragraph 7.1.21 Delete entirely. Supplementary Appendix “A” – Notes Note 1: It is the specific requirement of this RFP that the Construction Manager includes all costs for all office, on-site and off-site personnel and equipment required to carry out all Construction Management Office and Site Management duties. Note 2: Cost of the Work will be paid as per CCDC5B - 2010, Article A-7 as amended by this proposal. Materials, products, supplies, equipment, temporary facilities (excluding site trailer/office, furniture and equipment), utilities, rental cost of large tools and equipment (excluding hand tools that are not consumed), used in performance of the contract will be paid as a Cost of the Work in addition to the CM Fixed Fee. Note 3: Construction Management Fixed Fee quoted is to exclude costs related to items that are a Cost of the Work under CCDC5B – 2010 terms and conditions. 27 REQUEST FOR PROPOSAL NO. 2019-18 CONSTRUCTION MANAGER – TERRACE LODGE REDEVELOPMENT Note 4: Connection costs and monthly service cost for site phones and/or cell phones, and computer data line (high speed internet) are reimbursable expenses in accordance with Article A-7, paragraph 7.1.15 as amended by this RFP. All costs associated with the actual site phone and/or cell phone, computer hardware and software (computer time) are to be included in the CM fixed fee, as amended by this RFP. Note 5: It is the intent of this Bid Call that ALL On-Site and Off-Site supervisory and management personnel required to complete the project includingovertime, weekend, evening and overnight work as required to achieve the schedule in the timeline stated, be included in the CM Fixed Fee. All On-Site & Off-Site support staff assisting the Project Manager and all On-Site and Off-Site support staff assisting the Site Superintendent, Site Supervisor and/or Assistant Site Superintendent, including Layout, Safety Inspections/Reports, Safety manager/supervisor as well as General Superintendent are to be included in the CM Fixed Fee. If an Assistant Project Manager, and/or Project Coordinator, are deemed to be required by the CM, all related costs are to be included in the CM Fixed Fee. Note 6: CCDC 5B-2010 A-7, 7.1.6 indicates that Construction Equipment is to be included in the Cost of the Work. This is defined in the document as equipment used in the performance of the Work. Equipment required for the performance of Construction Management and Site Management duties is not reimbursable, and is to be included in the CM Fixed Fee. This includes, but is not necessarily limited to, office equipment located within the site trailer (phone, cell phone, computer, air conditioner, etc.) office equipment purchased for the CM personnel. Note 7: The intent is for the project team (Owner, CM & consultant) to reach consensus on the award of each subtrade and supplier. The CM is responsible to ensure the subtrade and supplier Bids are balanced, as per plans and specs (not qualified), prepare and forward subtrade bid package reports to the consultant and Owner. Final award will be the consensus of the project team. Note 8: Although the Pre-Construction Phase is listed at 12 months’ duration, and the fee is Fixed for the Pre-Construction Phase, if the 12 months’ duration is extended by an Authority Having Jurisdiction,or the Owner, or consultants, the CM is not able to charge additional CM fees, unless there is a significant material change to the CM’s scope of Work. Changes to the CM fixed fee would be negotiated if there is a significant material change to the Scope of Work. Note 9: A significant material change to the scope of Work is defined as a change to the design that occurs after construction has started that increases the CM’s fees (only direct costs) by more than 10%. The CM’s indirect costs and/or loss of current or future profit on this or other projects are not recoverable. Note 10: As a minimum the Site Superintendent, Assistant Site Superintendent, and all other on-site CM personnel; the standard Work week is to 44 hours per week on site. The Site Superintendent and Assistant Site Superintendent are to be dedicated solely to this project. Note 11: If awarded the project, the proposed Project Manager, Site Superintendent and Assistant Site Superintendent are to be assigned to the project, and only after written request would the Owner consider alternate personnel. 28 29 ) containing your proposal. County of Elgin 450 Sunset Drive Floor, Financial Services ENVELOPE 1 St. Thomas, ON N5R 5V1 nd 2 Terrace Lodge Redevelopment – p.m. (local time) DELIVER PROPOSAL TO: 1 @ 3:00 Attn: Mike Hoogstra, Purchasing Coordinator , 2019 6 18 ENVELOPE - – ENVELOPE 1 - ________________________________________________________________________________________________2019Construction Manager May 1 the front of the sealed envelope ( : : : RETURN ADDRESS LABEL Place this label on FROM: Contact: TECHNICAL PROPOSAL RFP No.DescriptionClosing DateLate proposals will NOT be accepted! 30 ) containing your proposal. County of Elgin 450 Sunset Drive Floor, Financial Services ENVELOPE 2 St. Thomas, ON N5R 5V1 nd 2 Terrace Lodge Redevelopment – DELIVER PROPOSAL TO: Attn: Mike Hoogstra, Purchasing Coordinator , 2019 @ 3:00 p.m. (local time) 6 18 ENVELOPE 2 - – ENVELOPE 2 - ________________________________________________________________________________________________2019Construction Manager May 1 : : : RETURN ADDRESS LABEL Place this label on the front of the sealed envelope ( FROM: Contact: FINANCIAL PROPOSAL RFP No.DescriptionClosing DateLate proposals will NOT be accepted! Media Release May 22, 2019 SWIFT to increase high-speed internet connectivity in Norfolk County SWIFT launchesan $8.4M targeted projectfocused on underserved homes and business In partnership with the Government of Ontario and Canada, SWIFT is launching a targeted broadband project in Norfolk County to improve high-speed internet. SWIFT represents a significant change in the way we think about and fund investment in broadband.Thegoal ofthetargetedprojectistoleverage and apply the learningsto -scale project plan across Southwestern Ontario, Niagara and Caledon. The phased approachensuresthat public investment isspent wisely and will assist in the future delivery of . Southwestern Integrated Fibre Technology Inc. (SWIFT), a regionalbroadband initiative, in partnership with the Government of Ontario and Canada is proud to announce the launch of a targeted broadband project dedicated to improving internet connectivity tohomes and businesses in Norfolk County. says SWIFT Board Vice Chair Mitch Twolan. deployment plan as it will enable us to leverage key learnings to The targeted project will focus on underserved areas within the county that donot meet the Canadian Radio-television and Telecommunications (CRTC) universal service objective of 50 Mbps download/10 Mbps upload (50/10) and are not currently expected to see any commercial roll-out plans from service providersin the near future. fundingopen access broadband networkswill aim to connect business facilities,public buildingsandresidential homesin underserved areaswithin the project region. SWIFT is targeting the Fall of 2019 to issue its Requestfor Proposals(RFPs)for project. During this phase ofTelecom Service Providers (TSPs)will bid on the projectandwillproposethe most efficient and effectivenetwork designs to address connectivity challenges within thelocal area. Construction ofthe network will commenceonce the procurement processhas beencompletedand successful proponentshave been selected. -speed internet has become a top priority for our region, its residents and business owners. High-speed internet is changing how we work, live, educate, entertain ourselves and govern our communities, announced project is a great example of government and community leaders working SWIFTwas approved under Canada-Ontario Small Communities Fund (SCF), a joint federal and provincial infrastructure funding program.As part of the ongoing SCF funding process,SWIFT and the province ofOntariowillworkcollaboratively tovalidate implementation details throughoutthetargetedproject,and to finalize afunding agreement that would enable SWIFT to continue to subsidize additionalnetwork constructionthroughout Southwestern Ontario, Caledon and the Niagara Region. Additional Information: \[Insert link Q&A\] About the SWIFT Initiative Southwestern Integrated Fibre Technology Inc. (SWIFT)is a non-profit regional broadband project initiated by the to subsidize the construction of an open-access,high-speedbroadband network in Southwestern Ontario, Caledon and the Niagara Region.The projectapproach strives towards the overarching goals of narrowing the digital divide and making small-town Ontario more competitive in the information economy For more information about SWIFT, please contact: Media Relations Communications Manager melissa.obrien@swiftnetwork.ca 416-826-9759 226-256-1640 tğŭĻ Ћ ƚŅ Ћ Norfolk County Frequently Asked Questions (FAQs) What is SWIFT? Southwestern Integrated Fibre TechnologyInc.(SWIFT) is a non-profit regional broadband project initiated by theand delivered in partnership with the federal and provincial governmentsto subsidize the construction ofopen-access,high- speedbroadband networksin Southwestern Ontario, Caledon and the Niagara Region. The project approach strives towards the overarching goals of narrowing the digital divide and making small-town Ontario more competitive in the information economy. To learn more about SWIFT, click here. Why is SWIFT launchingatargetedprojectin Southwestern Ontario? SWIFT, in partnership with the Governmentsof Ontario and Canada,is proud to announcea targeted broadband project in Southwestern Ontario. The project will focus onimproving internet connectivity to underserved homes and businesses inthecountyofNorfolk. The purpose of the phased approachedisto designand open access broadband network throughout Southwestern Ontario, Niagara and Caledon. Why was thecountyofNorfolkselected for the targeted project? Thegoal of the targeted project therefore ensure the future success of full-scale project plan in the remaining underserved locations across Southwestern Ontario, Niagara and Caledon. As a result,the following criteria were considered when determining candidates for the targeted project: Value:Funding area should have a maximum project size of $12.5 M. Number of Procurements:Aregion that is estimated torequire one procurement should be chosen. Need:A region with higher need should be prioritized. First Nations:The region should have a First Nation within its boundaries. Telecom Service Providers (TSPs):The region should have a number of active TSPs. After examining the characteristics of the region,SWIFT,inpartnership with the province of Ontario,believesthat Norfolk Countyrepresentsthe diversity of the project region on a smaller \[AUTHOR NAME\] 1 scale,and as a resultwill be among one of the first counties to receive broadband infrastructureunder the project. My region was selected as a targeted projectarea,will my home receive high-speed internet? SWIFT estimates that there is a $2.7 billion infrastructure deficit in Southwestern Ontario,and while the targetedproject will begin the initial first steps in the process to address connectivity challenges within the region, not all household/premises that are located in underserved areas (50/10) withinNorfolkCountyare guaranteed to be connected during this phase of the project. Once the procurement processbegins, TSPs will bid onprojectsandproposethe most efficient and effectivenetwork designs.After the procurement phase has closed and asuccessful proponenthasbeen selected,SWIFT will releaseafull implementation planincludingdetailed construction timelineswhichwill outline the specific communities that will be impacted bythe targetedproject. How many householdsand businesseswill the targeted project connect? Thenewly announced project will focus on underserved areas in Norfolk Countythat do not meet the Canadian Radio-television and Telecommunications (CRTC) universal service objective of 50 Mbps download/10 Mbps upload (50/10) and are not currently expected to see any commercial roll-out plans from service providers in the near future. Throughtheprocurement process, TSPs will bid onprojectsand proposethe most efficient and effectivenetwork designs.After the procurement phase has closed and a successful proponent has been selected,SWIFT will releaseafull implementation plan including the number of households and businesses passed. How isthe targeted project being funded? SWIFTwas approved under the Canada-Ontario Small Communities Fund (SCF), a joint federal and provincial infrastructure funding program.As a result, SWIFT projects are funded through investments from the Government of Canada, the Government of Ontario, municipal Governments, and the private sector. When do you anticipate SWIFT releasing construction timelines regarding the remaining underserved counties/communities within the largerproject region? Upon the successful completion of the targeted project, in partnership with the government of Ontario, SWIFT will analyze and evaluate its proof of concept. SWIFT will then utilize its key learnings to revise, where required, its business model to assist in ensuring the successful deliveryof the next phase of theconstruction in Southwestern Ontario, Caledon and the Niagara Region. As part of the ongoing funding process, SWIFT and the province of Ontario will work collaboratively to validate implementation details throughout the targeted project, as well as finalize a funding agreement that wouldrelease the remaining allocated funds. SWIFT will then issue additional Request for Proposals (RFPs) to enable Telecom Service Providers (TSPs) to bid on the remaining project areas and propose the most efficient and \[AUTHOR NAME\] 2 effect network designs to address connectivity challenges within the project region. All project announcements, including construction timelines, will be released on the SWIFT website. Wherecan I get updates on when high-speed internet will be available in my area? SWIFT will provide regular progress updates on its website,Facebook page,Twitter, and through its e-newsletters. Which Telecom Services Providers (TSPs) are eligible to participate in the targeted project? SWIFT has issued a Request for Prequalification (RFPQ) whereby currentlytwenty-six (26) TSPs have prequalifiedand are eligible, as potential proponents, to participate in the upcoming SWIFT RFP processes. From time-to-time SWIFT will re-open the RFPQ process to allow new TSPs to be added to the list. It is important to note that networks fundedby SWIFT will be built, owned and operated by TSPs. Through a procurement process, TSPs will bid on projects and propose the most efficient and effect network designs to address connectivity challenges within their local areas. The project model is flexible to TSPs of all sizes and ensures that funds are only allocated to projects that would not have otherwise have taken place without subsidy. How long will the targeted project take to implement and when will construction start? SWIFT will launcha Request for Proposal(RFP) later this year fortargeted Telecom Service Providers(TSPs) will bid ontheproject and propose network designs to address connectivity challenges within their local area. SWIFT will evaluate each proposal based upon a set of predefined evaluation criteria. Construction of the network will commence once the procurement process has been completed and a successful proponent has been selected. The process is designed to ensure the geographical expansion of the network and to increase access in underserved communities. \[AUTHOR NAME\] 3 789 Broadway Street Wyoming, ON N0N 1T0 (519) 914.1308 May 28, 2019 Distributed Electronically DearCapital Partners, Heads of CouncilandCAOs, RE: Approval of SWIFT Phase II Project. We arepleased to inform you that on May 21, 2019 SWIFT received a letter fromthe Government of Ontario officially approvingthe next phase(Phase II)oftheproject, which will include pilot projects in the counties of Norfolk, Wellington and Lambton.This Upon the successful completion of the procurement process for the pilot projects, the government will move forward with the approval of the final phase of the project(PhaseIII)which will enable SWIFT to expand its network throughout the remaining communities in Southwestern Ontario, Niagara and Caledon. Please note, although the pilots have been approved, SWIFT is in the process of negotiating a Contribution Agreement (CA) with the Province regarding the terms and conditions of its funding for Phase II of the project. SWIFT will continue to work collaboratively with the Province to finalize Phase II CA and to ensure the success of its newly announced pilotprojects. Thank you for our ongoing support in the expansion of the SWIFT network. If you have any further questions or concerns, please do not hesitate to contact us. Sincerely, Mitch TwolanDavid Mayberry WOWC Chair/SWIFT Vice Chair SWIFTChair CC: SWIFT Board of Directors Enclosures www.swiftnetwork.ca Starting a New Chapter Please join us for a Retirement Party Open House in honour of Shelley Fleming 33 Years with the Elgin County Library Wednesday, July 3rd 5:30 p.m.8:00 p.m. Presentation at 6:00 p.m. Appetizers and refreshments Dutton Library, 236 Shackleton Street, Dutton If you are unable to attend the open house, Shelley will also be at the Rodney Library, June 27th from 2:00 p.m. to 8:00 p.m. and the West Lorne Library, June 28th, from 2:00 p.m. to 5:00 p.m.