Capital and Infrastructure Improvements:

​RFQ / RFP

Request for Qualifications/Request for Proposals (for DB, CDB, CMR, TO-CA)
Description:

For Design-Build, Collaborative Design-Build, and CM at Risk projects, CPDC staff have provided a contractor selection process with template documents for campus use, and this process entails:

  1. the campus advertising and issuing a Request for Qualifications, from which respondents submit Statements of Qualifications (SOQ). The pre-appointed review committee members review and score the SOQ, and 
  2. the top four or five scoring candidates move on to the Request for Proposals process, and submit a fee proposal for the work. The candidate with the highest overall score is selected and awarded a Phase 1 agreement for either design or preconstruction services (or both, depending on the delivery method). 

As campus has already held the prebid meeting wherein staff determined the delivery method for the project, developed/compiled a project budget, schedule and other requisite information to create a request for qualifications and request for proposals for the project, Campus staff must draft and make these documents available for proposers review at time of issuance of the Request for Qualifications. Campus will advertise the project"s Request for Qualifications, from which respondents will submit their responses. All respondents to the Request for Qualifications must prequalify with the Trustees" Prequalification Coordinator, and submit a copy of their prequalification letter to the campus office receiving the SOQ. 

For the TO-CA MEA, a similar RFQ/RFP selection process applies.

References:

SUAM sections 9701.07.01, 9702.07.02, 9701.08, 9701.09

Forms/Templates:

Prepare Bid/Fee Proposal Packages for Distribution, Confirm Bidder"s Prequalification, Addenda
Description:

Bid proposal packages include:

  • Form 700.04 - Notice to Contractors, 
  • Form 700.05 - Bid Proposal Form, 
  • Form 702.03 - Certification, 
  • Form 701.06 - Bid Proposal Form Signature Page, 
  • Form 702.09A - Bidders Bond-702.09A (for Design-Build project bids only), 
  • Form 701.05 - Noncollusion Declaration, 
  • Form 701.09 - Small Business Preference, 
  • Form 701.08 - Certificate of Appropriate License, DIR Public Wks Reg. and CA Company, 

Should contractor have listed a subcontractor when submitting its proposal, then the contractor shall also include the appropriate subcontractor listing document from the list below:

  • List of Subcontractors Additional Information-701.04A (for Design-Bid-Build)
  • List of Subcontractors for DB and CDB Projects-701.04A.DB/CDB 
  • List of Subcontractors for CM at Risk Projects-701.04A.CM and DVBE forms-DVBE-T, DVBE-1, DVBE-2, DVBE Declarations form-STD 843). 

Confirm Proposer License/DIR Reg: Bid proposal packages are assembled and numbered by the campus bidding office. Prior to issuing a bid proposal package, the Campus bidding office must confirm that bidder is registered with DIR to bid public works projects, appropriately licensed by CSLB, and prequalified with CSU. The campus confirms bidder"s prequalification status during the RFQ process, therefore, campus may then issue a bid/fee proposal package to the shortlisted proposer. Campus shall not post bid/fee proposal packages online without the ""Sample"" overlay on the bid proposal form. 

Addenda: If necessary Construction Administrator must issue an addendum to address any deficiency in the bid documents. If addendum contains material changes, it must be distributed not later than 72 hours prior to bid by law (by policy, 5 working days).

References:

  • SUAM sections 9731-9731.01; Prep/Contents Bid Documents; E-Bids; 
  • SUAM sections 9740-9745; Prequalification 
  • SUAM section 9746; Bid Proposal Package 
  • SUAM section 9747, Addenda during Bidding 
  • CM Procedures Manual: sections 7-Prequalification, and 8-Bid & RFP Packages 
  • PCC section 4104.5 (Late addendum with material changes) 
  • PCC section 10760 (PQ required of bidders when estimated contract cost exceeds value of a minor cap project, demonstrate experience in performing public works); 
  • PCC section 10761 (Trustees shall adopt a uniform system of rating bidders, on the basis of standard questionnaires and financial statements, in respect to the size of the contract upon which each bidder is prequalified to bid.) 
  • PCC section 10764 (bidders must be prequalified to receive a bid proposal package); 
  • Labor Code section 1725.5 (contractor must register with DIR prior to bidding public works contracts.)

Forms/Templates:

Contractor"s prequalification approval letter is generated by PlanetBids Prequalification Module database, once contractor"s application is approved by the Chancellor"s Office Prequalification Coordinator. Contractor has access to download letter and send to campus as evidence of its prequalification status. (check links on http://www.calstate.edu/cpdc/cm/contractor_prequal_bidders.shtml)

Final Tabulation of Proposals
Description:

Once the campus publishes the list of finalists, or shortlist, of proposers, the campus shall issue a Request for Proposals to each of the finalists with the bid/fee proposal package, from which the finalists will submit a fee proposal and a technical proposal. The same review committee will conduct interviews with each proposer, after which the committee will review and score the responses. The final tabulation of the proposals on the abstract of proposals will then be prepared and published.

References:

Forms/Templates:

Abstract of Bids (for the appropriate delivery method)