Self-Support:

​​​RFQ / RFP

Request for Qualifications & Request for Proposals

Description:

For Design-Build CPDC staff have provided a contractor selection process with template documents for campus use, this process entails: 

  1. The campus advertising and issuing a Request for Qualifications, from which respondents submit Statements of Qualifications (SOQ). All respondents to the Request for Qualifications must prequalify with the Trustees' Prequalification Coordinator, and submit a copy of their prequalification letter as part of the SOQ. The pre-appointed selection committee members review and score the SOQ. This review committee should not exceed 6 or 7 members, with an emphasis on design and construction expertise. Each member of the selection committee should be assigned a section of the SOQ to become an expert on and report their findings for that section to the committee. The selection committee discusses all sections in turn and arrives at a consensus score for each section, and the SOQ as a whole. During the SOQ phase the emphasis is on picking the best companies, with the best teams, for the project. 
  2. The top three or four scoring candidates move on to the Request for Proposals process, and submit a schematic design, technical and project cost proposal for the work. The selection committee members should be the same for the SOQ and RFP phases. Each member of the selection committee should be assigned a section of the RFP to become an expert on and report their findings for that section to the committee. The selection committee should discuss all sections in turn and arrive at a consensus score for each section and the RFP as a whole. During the proposal phase the emphasis is on picking the best design for the project. After the cost proposals are opened and entered into the bid abstracts, the proposer with the highest overall score is awarded a Lump Sum Design-Build agreement. All persons on a selection committee shall sign a Conflict of Interest Form.

References:

Forms & Templates:


Proposal Packages and Addenda

Description:

Bid proposal packages include:

Design-Builder is not required to list subcontractors when submitting its proposal. When a subcontract is bid and awarded as a part of the DB agreement then the Design-Builder shall list the subcontractor, which shall then be subject to PCC 4100 rights. Early listings are likely to be Design-Assist/Design-Build contractors. Design-Builder shall use the following subcontractor listing document: List of Subcontractors for DB and CDB Projects-701.04A.DB/CDB. 

Confirm Proposer License/DIR Reg: Bid proposal packages are assembled and numbered by the campus bidding office. In design-build procurement, the campus bidding office issues numbered 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 fee proposal package to the shortlisted proposer. Campus shall not post 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, and 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)