Western Oregon University (WOU) intends to select a Construction Manager/General Contractor (CM/GC) for the Campus Student Housing Project (Project) from among those firms that respond to this RFP. It is the intention of WOU to enter into a contract with the selected CM/GC which will include a Preconstruction Services Fee (cost reimbursement in a maximum amount) for Preconstruction Services up through acceptance of a Guaranteed Maximum Price (GMP) for all work through construction and completion of the Project.

WOU will utilize the RFP process to obtain information to enable the selection of the most qualified CM/GC firm through evaluation of; A) The proposer’s response to questions contained in this document; B) Information obtained during an interview with the Project RFP committee (for the highest rated proposals only); and C) The results of discussions with former and present clients of proposers. When selected, the CM/GC will work with a team composed of WOU, Mahlum Architects, and other Project consultants.

If WOU does not come to agreement on a GMP for the entire Project with the selected CM/GC, WOU reserves the right to terminate the CM/GC Contract in order to enter into a Contract with one of the other finalists.

This RFP shall not commit WOU to enter into any agreement, to pay any expenses incurred in preparation of any response to this RFP, or to procure or contract for any supplies, goods, or services. WOU reserves the right to accept or reject any and all responses received as a result of this RFP if it is in the best interest of WOU to do so.

The proposed Project will be a new housing complex located on the north edge of campus west of the University Park Classrooms. This new development will be a combination of approximately thirty family style apartment units and a complex of dormitory suites accommodating 200 undergraduates. The apartments will typically be traditional two bedroom units constructed in multiple unit buildings. The dormitory suites will provide individual sleep/study rooms which share a common bathroom and kitchenette. Each suite will have its own exterior entry. Laundry rooms will be provided as required to serve the entire dormitory complex.

The scope of work for this Project will cover all site preparation and improvements, including landscaping, irrigation, parking, etc. The facilities must be ready for occupancy by fall term of 2002.

WOU is seeking contractors with recent experience in housing construction of similar size and scope that can meet the criteria and schedule of this Project.

The primary members of the design team are:

The estimated direct construction budget for this Project is between $7.5 to $8.2 million. In addition to the new facilities, this figure includes site preparation, infrastructure, parking, landscaping, irrigation and other necessary site improvements. It also covers the entire GMP, including Preconstruction Services, Estimated Cost of the Work and CM/GC fee. It does not include A&E fees, furniture and equipment, owner's contingency and other "soft costs" associated with the Project.

Beginning with this RFP, the selection process is intended to evaluate the qualifications and capabilities of interested CM/GC firms to provide construction management services to WOU for this Project. The responses to this RFP will be evaluated by a selection committee made up in part by the campus Planning Coordinator, the Housing Director, the Project Architect and other WOU staff and design team members. A minimum of three (3) to five (5) finalists will be selected for interviews. On basis of the interview and follow-up reference checks, one firm will be selected to develop a contract for CM/GC services.

Only those companies that can demonstrate recent experience in university and/or commercial housing projects of similar size and scope will be considered for this Project. Of those, preference will be given to contractors familiar with the regional construction industry market.

The timetable for this RFP process is as follows:

WOU is seeking a CM/GC firm to coordinate and manage the building process as a member of a team made up of WOU, the architect and other Project consultants. In addition to expertise in construction methods, techniques, and coordination, the CM/GC firm should be skilled and/or knowledgeable in the following areas as related to the construction industry: schedule development, cost estimating, plans review, value engineering, constructability analysis, and applicable building codes and regulations. The CM/GC must also be familiar with the local labor and subcontracting market and be capable of working directly with subcontractors to generate viable pricing alternatives.

The key personnel assigned to this Project must have good communication skills. These people will be expected to participate in all design team meetings and activities throughout the design and construction phases.

The ideal CM/GC candidate will also be able to supply its own labor force and be prepared to bid on various portions of the Project, as outlined in the Agreement.

The CM/GC shall perform services in a constructive and productive manner in support of major decisions made by WOU and design team throughout the Design Development and Contract Document phases.

• follow the content format outlined below.
• be signed by an officer of the firm.
• address the insurance requirements contained in the Oregon State Board of Higher Education Standard General Conditions (attached as Appendix B)
• not exceed 25 pages including pictures, charts/graphs, tables and text. Material must be presented with text no smaller than 12-point type.
• note the contractor’s Oregon Construction Contractor’s Board registration number. Failure to be registered will be sufficient cause to reject a proposal as "non-responsive."
• list any previous contracts awarded through a CM/GC process.

1. Firm Background (Weight = 1)

Describe your firm’s history. Include information identifying the firm’s annual volume, financial/bonding capabilities, and the firm’s stability in the marketplace. Identify the firm’s particular strengths and special capabilities. Include a company-wide organizational chart that identifies key personnel by position who would be assigned to this Project.

2. Firm Workload (Weight = 1)

Provide the status for current work within the firm and in terms of time and magnitude and discuss capacity to undertake this Project.

3. Firm Experience and Success (Weight = 3)

Describe your firm’s relevant experience with:

• projects of similar size, type and complexity. Identify which project(s) most closely resembles WOU's Campus Student Housing Project and why.
• Construction Manager/General Contractor (CM/GC) projects
• projects for the Oregon University System (OUS)

Describe your firm’s success in completing projects with similar schedules.

4. Experience of Key Personnel (Weight = 3)

For all management personnel, identify the length of their employment with your firm, their responsibilities in relation to this Project, and their primary office location.

Specifically identify proposed on-site management personnel. Describe their specific experience on projects of similar size and scope. Indicate their availability for this Project during the pre-construction and construction phases.

Provide a list of management individuals by job classification and define the relationship that they would have to this Project.

5. Claims Against WOU (Weight = 2)

Provide a narrative referencing other documents as applicable defining the firm’s philosophy regarding claims against WOU. Please specifically address philosophy and actions on general, subcontractor and material supplier claims associated with delays, deficient documents, strikes and differing site conditions. Describe any efforts made to minimize these claims.

6. Proposed Site Coordination (Weight = 1)

Describe your firm’s approach to the management and administration of on-site construction activities. Address mobilization, construction staging, site access, vehicular circulation, pedestrian circulation, noise, etc.

Identify constraints on construction activity in relation to inclement weather conditions.

Describe company policies and programs established to maintain on site safety.

Describe company philosophy, policy, and experience related to recycling construction debris.

7. Project Management (Weight = 2)

Describe the procedures your firm will utilize in the administration of this Project. At a minimum, identify the firm’s skill and process in planning, scheduling, phasing, and monitoring projects. Describe how your firm stays current with industry standards in this area, and how these elements will benefit the Project's schedule and budget.

Define your expectations for the role of WOU and Architect. Describe the method of anticipated interaction between your firm and WOU and Architect.

8. Value Engineering/Cost Estimating (Weight = 3)

Describe your firm’s methodology and experience with Value Engineering/Cost Estimating. Identify any particularly successful experiences and/or unique services your firm provides in this area. Identify areas of concern or opportunity.

9. Fee Reimbursement (Weight = 2)
• CM/GC Fee

Identify your Construction Management Fee as a percentage of the Estimated Cost of the Work (assumed to be $8.26 million for this purpose) of work for this Project. This fee is to include at a minimum the management and construction elements specified in the appendices attached to this document.

• Pre-construction Services Fee

Indicate the basis for your fee, if any. For example, list hourly rates for personnel or list cost by task, such as value engineering, constructability review, assistance to WOU and Architect on design review, etc.

10. Scheduling (Weight = 2)

Provide a tentative schedule related to this Project and describe your firm's method and means of meeting the deadline.

11. References (no weight assigned)

Provide the names and current phone numbers of individuals representing three (3) Owners, three (3) Sub-Contractors, and three (3) Architects to be used as references for the key personnel identified in this proposal. Verify that the references identified had direct contact with your team member and had direct involvement with the referenced Project.

While this question will not be uniquely scored, the results obtained in reference checks will be used to score all evaluation criteria. WOU may also check with other references that can provide qualification information on the submitting firm.

12. Agreements (no weight assigned)

WOU’s choice of the CM/GC will be made on the basis of scoring developed through the RFP submittal and interview process. The interview will be the final phase of the selection process.

The RFP selection committee will score each application on the basis of responses to the ten categories listed above. Each category will be scored individually by each committee member on the basis of 1 to 10 points (10 representing excellence). Each category total will be multiplied by the weight identified for that category. (If no weight is indicated, none is given.) The individual scores will be totaled to determine the highest rated firms. Item #11 requests information regarding references for individuals that will be connected with the Project. This item will not be uniquely scored, however, results obtained from these and/or other reference checks will be utilized in scoring the other categories. A maximum of two hundred (200) points is possible.

This RFP and one copy of each original response received in response to it, together with copies of all documents pertaining to the award of a contract, shall be retained by WOU and made a part of a file or record which shall be open to public inspection after responder selection and award is announced. If a response contains any information that is considered a trade secret under ORS 192.501(2), each sheet of such information must be marked with the following legend: "This data constitutes a trade secret under ORS 192.501(2), and shall not be disclosed except in accordance with the Oregon Public Records Law, ORS Chapter 192."

The Oregon Public Records Law exempts from disclosure only bona fide trade secrets, and the exemption from disclosure applies only "unless the public interest requires disclosure in the particular instance". Therefore, non-disclosure of documents or any portion of a document submitted as part of a response may depend upon official or judicial determination made pursuant to the Public Records Law.

In order to facilitate public inspection of the nonconfidential portion of the proposal, material designated as confidential shall accompany the proposal, but shall be readily separable from it. Prices, makes, model or catalog numbers of items offered, scheduled delivery dates, and terms of payment shall be publicly available regardless of any designation to the contrary.

Any proposer who claims to have been adversely affected or aggrieved by the selection of a competing proposer shall have five (5) calendar days after notification of CM/GC selection to submit a written selection protest. Address letters of protest to: Katherine J. Shears, Manager, Facilities Planning and Capital Construction, Western Oregon University, Monmouth OR 97361. Written protests must be received by 4:00 p.m. of the fifth day after the post marked date on the selection notification letter.

Submit ten (10) copies of proposals to:

Katherine J. Shears

Western Oregon University

Planning Office

345 N. Monmouth Ave

Monmouth Oregon

A mandatory site walk-through will be held Thursday, August 23, 2001, 10:00 a.m. at Physical Plant Conference Room. Up to five (5) finalists will be invited to attend this walk through. The purpose of this walk-through is to explain the Project requirements and answer any questions. Attendance at site walk-through is mandatory. Proposals submitted from finalists who do not attend will not be considered.

Interviews will be held on August 29 and 30, 2001. Time and location of the interviews are yet to be determined. Not more than the five (5) highest scoring firms will be invited for interviews.

Each interview is scheduled for no more than 35 minutes for presentations and 15 minutes reserved for questions by the Committee. The entire process will not exceed more than one (1) hour in duration, 50 minutes for presentation/questions plus 10 minutes set up. Members of the CM/GC’s on-site management team are encouraged to be present at the interview.

All questions and/or comments regarding this RFP should be directed to either:

Katherine J. Shears

Manager, Facilities Planning and Capital Construction

Ph: 503 838-8042

Fax: 503 838-8081

E-mail: shearsk@wou.edu

or

Paul Finke

Facilities Engineer

Ph. 503 838-8129

Fax: 503 838-8081

E-mail: finkep@wou.edu